UNITED WAY OF LAKE COUNTY INC: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- UNITED WAY OF LAKE COUNTY INC (EIN 36-2167949)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2011-11-11
- IRS object ID
- 201123159349300347
- Schema version
- 2010v3.4
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-11-11T16:12:52-05:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 175 W JACKSON BLVD STE 2000 | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60604 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 362167949 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | United Way of Lake County Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | UNIT | NameControl |
| Phone | 8477751000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 South Greenleaf Street | AddressLine1 |
| City | Gurnee | City |
| State | IL | State |
| ZIP Code | 60031 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KRISTI LONG | Name |
| Title | PRESIDENT | Title |
| Date Signed | 2011-11-11 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ANN PETRIE | Name |
| Phone | 3128560200 | Phone |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Kristi Long | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 South Greenleaf Street | AddressLine1 |
| City | Gurnee | City |
| State | IL | State |
| ZIP Code | 60031 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 8143440 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.uwlakeco.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1940 | YearFormation |
| State Legal Domicile | IL | StateLegalDomicile |
| Activity Or Mission Description | To unite leadership and resources for lasting change, by focusing on meeting the financial, social, and educational needs of families and individuals to improve their quality of life. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 29 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 28 | NbrIndependentVotingMembers |
| Total Nbr Employees | 25 | TotalNbrEmployees |
| Total Nbr Volunteers | 3772 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 7844908 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 7491826 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 201183 | InvestmentIncomePriorYear |
| Investment Income Current Year | 147533 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 18050 | OtherRevenuePriorYear |
| Other Revenue Current Year | 13156 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 8064141 | TotalRevenuePriorYear |
| Total Revenue Current Year | 7652515 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 6265186 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 5967999 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 1341976 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1288789 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 848990 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 804795 | OtherExpensePriorYear |
| Other Expenses Current Year | 741892 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 8411957 | TotalExpensesPriorYear |
| Total Expenses Current Year | 7998680 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -347816 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -346165 | RevenuesLessExpensesCY |
| Total Assets BOY | 11071484 | TotalAssetsBOY |
| Total Assets EOY | 11071386 | TotalAssetsEOY |
| Total Liabilities BOY | 2095507 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1751039 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 8975977 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 9320347 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | UNITED WAY OF LAKE COUNTY EXISTS TO UNITE LEADERSHIP AND RESOURCES TO CREATE LASTING CHANGE THAT WILL IMPROVE LIVES IN LAKE COUNTY. OUR FOCUS IS ON MEETING THE FINANCIAL, SOCIAL AND EDUCATIONAL NEEDS OF FAMILIES AND INDIVIDUALS TO IMPROVE THEIR QUALITY OF LIFE. WE WORK CLOSELY WITH LOCAL PARTNERS TO IDENTIFY ISSUES AND DEVELOP REALISTIC, MEASURABLE SOLUTIONS THAT WILL HELP MEET THE NEEDS OF OUR COMMUNITY WITH A FOCUS ON THESE THREE GOALS: CHILDREN START KINDERGARTEN READY TO SUCCEED; YOUTH SUCCEED IN SCHOOL AND LIFE; AND BASIC EMERGENCY NEEDS ARE MET. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 630698 | Expense |
| Grants | 468028 | Grants |
| Revenue | 0 | Revenue |
| Description | Community goal: Children start kindergarten ready to succeed. There were 11 agencies involved having 14 programs that served 4,469 clients in 2011. The agency programs funded under this goal help to ensure: children are healthy and well cared for (1,139 clients served; 25%) children have the skills and knowledge to succeed in school (499 clients served; 11%); and parents are able to care for their children with confidence and competence (2,831 clients served; 64%). Programs include child care centers, family and parent services, counseling, and adult literacy. Programs funded for three years must submit an annual year end report with budget and demographic and client outcome updates. Continued funding is based upon satisfactory performance. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 947739 | Expense |
| Grants | 703298 | Grants |
| Revenue | 0 | Revenue |
| Description | Community goal: Youth succeed in school and life. There were 25 agencies involved having 32 programs that service 33,269 clients in 2011. The funded agency programs help ensure: youth achieve academic success and graduate high school (3,742 clients served; 11%); youth are healthy and avoid risky behaviors (21,207 clients served; 64%); and youth develop interest leading to successful careers (8,320 clients served; 25%). Programs include after school tutoring and mentoring, counseling, substance abuse prevention, literacy, job/vocational training, career planning, and financial skills. Programs funded for three years must submit an annual year end report with budget and demographic and client outcome updates. Continued funding is based upon satisfactory performance. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1172508 | Expense |
| Grants | 870095 | Grants |
| Revenue | 0 | Revenue |
| Description | Community goal: Basic and emergency needs are met. There were 33 agencies involved having 56 programs that service 97,812 clients in 2011. The agency programs funded in this area ensure: people are healthy (17,016 clients served; 17%); emergency needs are met (77,733 clients served; 80%); and people have skills to be self sufficient (3,063 clients served; 3%). Programs include homeless shelter, food pantries, health clinics, mental health counseling, eldercare, legal, literacy, job/vocational training, and special needs. Programs funded for three years must submit an annual year end report with a budget and demographic and client outcome updates. Continued funding is based upon satisfactory performance. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 3926578 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 3926578 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 11305 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 6677523 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Donor Advised Funds | true | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | false | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | false | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 7 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 25 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 29 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 28 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | IL | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | KRISTI LONG | NamePerson |
| Telephone Number | 8477751019 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 SOUTH GREENLEAF STREET | AddressLine1 |
| City | GURNEE | City |
| State | IL | State |
| ZIP Code | 60031 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (30 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| Glenda G Abbott | |||||||
| BOARD MEMBER | 2.0 | X | 0 | 0 | 0 | ||
| Pastor Terry Atwater | |||||||
| BOARD MEMBER | 1.0 | X | 0 | 0 | 0 | ||
| Valerie Boettle Ceckowski | |||||||
| BOARD MEMBER | 1.0 | X | 0 | 0 | 0 | ||
| William Joseph Chase | |||||||
| BOARD MEMBER | 1.0 | X | 0 | 0 | 0 | ||
| Susanna Figueroa-Chazaro | |||||||
| BOARD MEMBER | 1.0 | X | 0 | 0 | 0 | ||
| Nancy Chase Coolley | |||||||
| BOARD MEMBER | 2.0 | X | 0 | 0 | 0 | ||
| Rear Admiral Mack C Gaston | |||||||
| BOARD MEMBER | 1.0 | X | 0 | 0 | 0 | ||
| Maria-Elena Jonas | |||||||
| BOARD MEMBER | 1.0 | X | 0 | 0 | 0 | ||
| Robert C Keely | |||||||
| BOARD MEMBER | 1.0 | X | 0 | 0 | 0 | ||
| Patrice Maloney-Knauff | |||||||
| BOARD MEMBER | 1.0 | X | 0 | 0 | 0 | ||
| David Kuhn | |||||||
| BOARD MEMBER | 1.0 | X | 0 | 0 | 0 | ||
| Debra Lake | |||||||
| BOARD MEMBER | 1.0 | X | 0 | 0 | 0 | ||
| Captain John Malfitano | |||||||
| BOARD MEMBER | 1.0 | X | 0 | 0 | 0 | ||
| Robert T Matthei | |||||||
| BOARD MEMBER | 3.0 | X | 0 | 0 | 0 | ||
| Rudy J Mulder | |||||||
| BOARD MEMBER | 1.0 | X | 0 | 0 | 0 | ||
| Judith Peplow | |||||||
| BOARD MEMBER | 1.0 | X | 0 | 0 | 0 | ||
| Joseph L Pray | |||||||
| BOARD MEMBER | 1.0 | X | 0 | 0 | 0 | ||
| James A Purpura | |||||||
| BOARD MEMBER | 1.0 | X | 0 | 0 | 0 | ||
| David V Stuart | |||||||
| BOARD MEMBER | 1.0 | X | 0 | 0 | 0 | ||
| Edward S Tripp | |||||||
| BOARD MEMBER | 3.0 | X | 0 | 0 | 0 | ||
| Jennie L Vana | |||||||
| BOARD MEMBER | 1.0 | X | 0 | 0 | 0 | ||
| Mary Ellen Vanderventer | |||||||
| BOARD MEMBER | 2.0 | X | 0 | 0 | 0 | ||
| Jennifer Witherspoon | |||||||
| Board Member | 1.0 | X | 0 | 0 | 0 | ||
| Donnovan M Young | |||||||
| Board Member | 1.0 | X | 0 | 0 | 0 | ||
| Joseph H Zoeller | |||||||
| Board Member | 1.0 | X | 0 | 0 | 0 | ||
| Monica M Burmeister | |||||||
| TREASURER | 1.0 | X | 0 | 0 | 0 | X | |
| P Loreen Mershimer | |||||||
| Chairman | 3.0 | X | 0 | 0 | 0 | X | |
| Steven A Risley | |||||||
| VICE Chairman | 3.0 | X | 0 | 0 | 0 | X | |
| Kristi Long | |||||||
| President | 50.0 | X | 144893 | 0 | 21546 | X | |
| Beth Maze | |||||||
| VP, Oper, & MG | 50.0 | 111481 | 0 | 19689 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 256374 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 41235 | TotalOtherCompensation |
| Number Individuals GT100 K | 2 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | UNITED WAY OF METROPOLITAN CHICAGO | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Of Contractor | AddressOfContractor | |
| Description Of Services | ADMIN SERVICES | DescriptionOfServices |
| Compensation | 149140 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| Federated Campaigns | 241726 | FederatedCampaigns |
| All Other Contributions | 7250100 | AllOtherContributions |
| Noncash Contributions | 61745 | NoncashContributions |
| Total Contributions | 7491826 | TotalContributions |
| Total Program Service Revenue | 0 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 134816 | TotalRevenueColumn |
| Exclusion | $134,816 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 1851 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 1851 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1851 | TotalRevenueColumn |
| Exclusion | $1,851 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 503642 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 490925 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 12717 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 12717 | TotalRevenueColumn |
| Exclusion | $12,717 | ExclusionAmount |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| DESIGNATION FEES | 561000 | 10895 | 10895 |
| FUNDRAISING FEES | 561000 | 410 | 410 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 11305 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 7652515 | TotalRevenueColumn |
| Related Or Exempt Function Income | 11305 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $149,384 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5967999 | Total |
| Program Services | 5967999 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 168440 | Total |
| Program Services | 33688 | ProgramServices |
| Management And General | 84220 | ManagementAndGeneral |
| Fundraising | 50532 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 875365 | Total |
| Program Services | 341972 | ProgramServices |
| Management And General | 180557 | ManagementAndGeneral |
| Fundraising | 352836 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 54565 | Total |
| Program Services | 21874 | ProgramServices |
| Management And General | 11256 | ManagementAndGeneral |
| Fundraising | 21435 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 107431 | Total |
| Program Services | 42604 | ProgramServices |
| Management And General | 28677 | ManagementAndGeneral |
| Fundraising | 36150 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 82988 | Total |
| Program Services | 29848 | ProgramServices |
| Management And General | 18421 | ManagementAndGeneral |
| Fundraising | 34719 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 148661 | Total |
| Program Services | 48681 | ProgramServices |
| Management And General | 27231 | ManagementAndGeneral |
| Fundraising | 72749 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29605 | Total |
| Management And General | 16905 | ManagementAndGeneral |
| Fundraising | 12700 | Fundraising |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3515 | Total |
| Program Services | 1151 | ProgramServices |
| Management And General | 644 | ManagementAndGeneral |
| Fundraising | 1720 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 76960 | Total |
| Program Services | 25202 | ProgramServices |
| Management And General | 14097 | ManagementAndGeneral |
| Fundraising | 37661 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 81805 | Total |
| Program Services | 10664 | ProgramServices |
| Management And General | 7858 | ManagementAndGeneral |
| Fundraising | 63283 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 51984 | Total |
| Program Services | 17896 | ProgramServices |
| Management And General | 9570 | ManagementAndGeneral |
| Fundraising | 24518 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 53214 | Total |
| Program Services | 20255 | ProgramServices |
| Management And General | 10851 | ManagementAndGeneral |
| Fundraising | 22108 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 76937 | Total |
| Program Services | 29285 | ProgramServices |
| Management And General | 15688 | ManagementAndGeneral |
| Fundraising | 31964 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13551 | Total |
| Program Services | 3889 | ProgramServices |
| Management And General | 1715 | ManagementAndGeneral |
| Fundraising | 7947 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11750 | Total |
| Program Services | 2126 | ProgramServices |
| Management And General | 982 | ManagementAndGeneral |
| Fundraising | 8642 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 63255 | Total |
| Program Services | 26009 | ProgramServices |
| Management And General | 14095 | ManagementAndGeneral |
| Fundraising | 23151 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 103985 | Total |
| Program Services | 42756 | ProgramServices |
| Management And General | 23171 | ManagementAndGeneral |
| Fundraising | 38058 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15078 | Total |
| Program Services | 6233 | ProgramServices |
| Management And General | 3352 | ManagementAndGeneral |
| Fundraising | 5493 | Fundraising |
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| MEMBERSHIP/DUES | 8969 | 3680 | 1933 | 3356 |
| MISCELLANEOUS | 2623 | 1711 | 944 | -32 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7998680 | Total |
| Program Services | 6677523 | ProgramServices |
| Management And General | 472167 | ManagementAndGeneral |
| Fundraising | 848990 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 300 | BOY |
| EOY | 300 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3064329 | BOY |
| EOY | 2730191 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2037354 | BOY |
| EOY | 1780082 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24526 | BOY |
| EOY | 32616 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 48623 | BOY |
| EOY | 66757 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 2964857 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 1071582 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1992073 | BOY |
| EOY | 1893275 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3904279 | BOY |
| EOY | 4568165 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11071484 | BOY |
| EOY | 11071386 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1116507 | BOY |
| EOY | 854016 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 979000 | BOY |
| EOY | 897023 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2095507 | BOY |
| EOY | 1751039 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3850994 | BOY |
| EOY | 3976801 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3081142 | BOY |
| EOY | 3299295 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2043841 | BOY |
| EOY | 2044251 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8975977 | BOY |
| EOY | 9320347 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11071484 | BOY |
| EOY | 11071386 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -346165 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 690535 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 8383949 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 8058832 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 8231867 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 7844908 | CurrentTaxYearMinus1Year |
| Current Tax Year | 7491826 | CurrentTaxYear |
| Total | 40011382 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 8383949 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 8058832 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 8231867 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 7844908 | CurrentTaxYearMinus1Year |
| Current Tax Year | 7491826 | CurrentTaxYear |
| Total | 40011382 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 18861613 | AmountsSubstContributorsTotal |
| Public Support Total170 | 21149769 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 283724 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 273534 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 196334 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 145687 | CurrentTaxYearMinus1Year |
| Current Tax Year | 136667 | CurrentTaxYear |
| Total | 1035946 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 55946 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 38775 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 0 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 14915 | CurrentTaxYearMinus1Year |
| Current Tax Year | 11305 | CurrentTaxYear |
| Total | 120941 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 41168269 | TotalSupport |
| Public Support Pertcentage170 | 0.51374 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.54355 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number DA Fs Held | 2 | NumberDAFsHeld |
| Donor Advised Contributions | 0 | DonorAdvisedContributions |
| Grants Paid From Donor Funds | 0 | GrantsPaidFromDonorFunds |
| Aggregate DAF Value | 100483 | AggregateDAFValue |
| Disclosed Orgs Legal Control | true | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | true | DisclosedForCharitablePurposes |
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3575918 | BeginningOfYearBalance |
| Contributions | 0 | Contributions |
| Investment Earnings Or Losses | 817256 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 158250 | GrantsOrScholarships |
| End Of Year Balance | 4234924 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3288799 | BeginningOfYearBalance |
| Contributions | 7097 | Contributions |
| Investment Earnings Or Losses | 434272 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 154250 | GrantsOrScholarships |
| End Of Year Balance | 3575918 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 4152759 | BeginningOfYearBalance |
| Contributions | 127658 | Contributions |
| Investment Earnings Or Losses | -801618 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 190000 | GrantsOrScholarships |
| End Of Year Balance | 3288799 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.36330 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.63670 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 200000 | OtherCostOrOtherBasis |
| Book Value | 200000 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 2069019 | OtherCostOrOtherBasis |
| Depreciation | 475375 | Depreciation |
| Book Value | 1593644 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovements |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 317507 | OtherCostOrOtherBasis |
| Depreciation | 297710 | Depreciation |
| Book Value | 19797 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 378331 | OtherCostOrOtherBasis |
| Depreciation | 298497 | Depreciation |
| Book Value | 79834 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 1893275 | TotalOfBookValueLandBuildings |
| Total Revenue | 7652515 | TotalRevenue |
| Total Expenses | 7998680 | TotalExpenses |
| Excess Or Deficit For Year | -346165 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 701573 | NetUnrealizedGLOnInvestments |
| Other | -$10,895 | OtherAmount |
| Total Adjustments | 690678 | TotalAdjustments |
| Excess Or Deficit Per FS | 344513 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 4666476 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 701573 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 47671 | DonatedSrvcAndUseOfFacilities |
| Revenue Not Rptd F990 | 749244 | RevenueNotRptdF990 |
| Revenue Subtotal | 3917232 | RevenueSubtotal |
| Other Revenues Not Included | 3735283 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 3735283 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 7652515 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 4321963 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 47671 | DonatedServicesUseOfFacilities |
| Expenses Not Rptd F990 | 47671 | ExpensesNotRptdF990 |
| Expenses Subtotal | 4274292 | ExpensesSubtotal |
| Other Expenses Not Included | 3724388 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 3724388 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 7998680 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Form 990, Schedule D, Part V, Question 4 | Intended Use of Endowment Funds | The board designated endowment funds are unrestricted funds set aside by United Way of Lake County, Inc.'s ("UWLC") Board of Directors for specific purposes or projects. The permanent fund is known as the United Way of Lake County Forever Fund ("the Fund"). The purpose of the Fund is to raise and secure gifts, grants, bequests and devises apart from the annual UWLC campaign. Investment income from the Fund will be distributed at the direction of the Board of Directors of UWLC in a manner deemed prudent to serve a broad range of community needs including but not limited to health and human services, capital, educational and cultural programs for those persons then present in or living in the Lake County, Illinois community. |
| Form 990, Schedule D, Part X, Question 2 | Uncertain Tax Positions (FIN 48) | United Way of Lake County, Inc. did not identify uncertain tax positions requiring the recording of a liability under FIN 48. No disclosure was required to be made in the audited financial statements. |
| Form 990, Schedule D, Part XI, Line 8 | Reconciliation of Change in Net Assets | Designation Fees (10,895) |
| Form 990, Schedule D, Part XII, Line 4b | Reconciliation of Revenue | Designations to other organizations $ 3,735,283 |
| Form 990, Schedule D, Part XIII, Line 4b | Reconciliation of Expenses | Designations to other organizations $3,735,283 Designation Fees (10,985) Total $3,724,388 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (87 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant | Address Line2AddressUS/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| A Safe Place Lake County Crisis Center | ||||||||
| 2710 17th Street | Zion | IL | 60099 | 363032700 | 501(c)(3) | 133948 | Program Support | |
| Aid to Africa Federation Inc | ||||||||
| 6909 Ridgewood Avenue | Chevy Chase | MD | 20815 | 061703295 | 501(c)(3) | 5558 | Program Support | |
| American Cancer Society | ||||||||
| Suite 1200 | Chicago | IL | 60601 | 362167721 | 501(c)(3) | 9438 | Program Support | |
| American Cancer Society (National) | ||||||||
| 250 Williams Street NW | Atlanta | GA | 30303 | 131788491 | 501(c)(3) | 5220 | Program Support | 225 North Michigan Avenue |
| American Diabetes Association | ||||||||
| Suite 2015 | Chicago | IL | 60602 | 131623888 | 501(c)(3) | 5596 | Program Support | |
| American Red Cross National Headquarters | ||||||||
| 2025 E St NW | Washington | DC | 20006 | 530196605 | 501(c)(3) | 12156 | Program Support | 30 North Michigan Avenue |
| American Red Cross of Greater Chicago | ||||||||
| 2200 W Harrison | Chicago | IL | 60612 | 360728727 | 501(c)(3) | 10095 | Program Support | |
| America's Charities | ||||||||
| Suite 110 | Chantilly | VA | 20151 | 541517707 | 501(c)(3) | 11996 | Program Support | Rauner Center |
| Animal Charities of America | ||||||||
| Suite 340 | Larkspur | CA | 94939 | 943193389 | 501(c)(3) | 38808 | Program Support | 14150 Newbrook Drive |
| Arden Shore Child and Family Services | ||||||||
| 935 Lakeview Parkway | Vernon Hills | IL | 60061 | 362167724 | 501(c)(3) | 36696 | Program Support | 1100 Larkspur Landing Circle |
| Big Brothers Big Sisters of Chicago | ||||||||
| 560 W Lake Street | Chicago | IL | 60661 | 362681212 | 501(c)(3) | 52060 | Program Support | Suite 105 |
| Boy Scouts of America Northeast Illinois Council | ||||||||
| 2745 Skokie Valley Road | Highland Park | IL | 60035 | 362663224 | 501(c)(3) | 14986 | Program Support | 5th FL |
| Boys and Girls Club of Lake County | ||||||||
| Suite 202 | North Chicago | IL | 60064 | 364266009 | 501(c)(3) | 19913 | Program Support | |
| CancerCURE of America | ||||||||
| Suite 340 | Larkspur | CA | 94939 | 810648432 | 501(c)(3) | 48810 | Program Support | 1801 Sheridan Road |
| CASA Lake County(Court Appointed Special Advocates | ||||||||
| 700 Forest Edge Drive | Vernon Hills | IL | 60061 | 363916143 | 501(c)(3) | 33014 | Program Support | 1100 Larkspur Landing Circle |
| Catholic Charities - Lake County Services | ||||||||
| 671 S Lewis Avenue | Waukegan | IL | 60085 | 362170821 | 501(c)(3) | 172009 | Program Support | |
| Children First - America's Charities | ||||||||
| Suite 110 | Chantilly | VA | 20151 | 300186795 | 501(c)(3) | 22640 | Program Support | |
| Children's Charities of America | ||||||||
| Suite 340 | Larkspur | CA | 94939 | 943148588 | 501(c)(3) | 36115 | Program Support | 1415 Newbrook Drive |
| Children's Medical Charities of America | ||||||||
| Suite 340 | Larkspur | CA | 94939 | 270093393 | 501(c)(3) | 18036 | Program Support | 1100 Larkspur Landing Circle |
| Christian Charities USA | ||||||||
| Suite 240 | Corte Madera | CA | 94925 | 943255961 | 501(c)(3) | 14854 | Program Support | 1100 Larkspur Landing Circle |
| Christian Outreach of Lutherans | ||||||||
| 127 West Water Street | Waukegan | IL | 60085 | 363310492 | 501(c)(3) | 35060 | Program Support | 1100 Larkspur Landing Circle |
| Christian Service Charities | ||||||||
| Suite 600 | Annandale | VA | 22003 | 943193374 | 501(c)(3) | 24967 | Program Support | |
| Community Action Partnership OF Lake County | ||||||||
| 1200 Glen Flora | Waukegan | IL | 60085 | 362580774 | 501(c)(3) | 18899 | Program Support | 762 Little River Turnpike |
| Community Health Charities | ||||||||
| Suite 801 | Arlington | VA | 22203 | 136167225 | 501(c)(3) | 54106 | Program Support | |
| Community Health Charities of Illinois | ||||||||
| 307 N Michigan Avenue | Chicago | IL | 60601 | 363243189 | 501(c)(3) | 6175 | Program Support | 2 North Glebe Road |
| Community Youth Network Inc | ||||||||
| 18640 West Belvidere Road | Grayslake | IL | 60030 | 362991247 | 501(c)(3) | 23746 | Program Support | Suite 8 |
| Conservation & Preservation Charities of | ||||||||
| Suite 340 | Larkspur | CA | 94939 | 943217738 | 501(c)(3) | 11571 | Program Support | |
| Do Unto Others America's | ||||||||
| Suite 340 | Larkspur | CA | 94939 | 943148590 | 501(c)(3) | 5753 | Program Support | 560 W Lake St |
| Earth Share | ||||||||
| Suite 900 | Bethesda | MD | 20814 | 521601960 | 501(c)(3) | 11348 | Program Support | 1100 Larkspur Landing Circle |
| Educate America The Education School | ||||||||
| Suite 340 | Larkspur | CA | 94939 | 943193387 | 501(c)(3) | 7373 | Program Support | 7735 Old Georgetown Road |
| ElderCAREChristChurch | ||||||||
| 410 Grand Avenue | Waukegan | IL | 60085 | 362264409 | 501(c)(3) | 6414 | Program Support | 1100 Larkspur Landing Circle |
| Family Network | ||||||||
| 330 Laurel Avenue | Highland Park | IL | 60035 | 363219968 | 501(c)(3) | 17309 | Program Support | |
| Family Service Prevention Education & Counseling | ||||||||
| 624 Sheridan Road | Highwood | IL | 60040 | 362167063 | 501(c)(3) | 43420 | Program Support | |
| Girl Scouts of Greater Chicago and Northwest India | ||||||||
| 650 North Lakeview Parkway | Vernon Hills | IL | 60061 | 363871241 | 501(c)(3) | 11762 | Program Support | Unit 1B |
| Global Impact | ||||||||
| Suite 310 | Alexandria | VA | 223142344 | 521273585 | 501(c)(3) | 17740 | Program Support | |
| Great Lakes Adaptive Sports Association | ||||||||
| 400 East Illinois Road | Lake Forest | IL | 60045 | 364285965 | 501(c)(3) | 9958 | Program Support | |
| Health & Medical Research Charities of | ||||||||
| Suite 340 | Larkspur | CA | 94939 | 943217739 | 501(c)(3) | 28357 | Program Support | |
| Health First - America's Charities | ||||||||
| 14150 Newbrook Drive Suite 110 | Chantilly | VA | 20151 | 300186796 | 501(c)(3) | 24670 | Program Support | 1100 Larkspur Landing Circle |
| HealthReach Inc | ||||||||
| 1800 Grand Avenue | Waukegan | IL | 60085 | 363816410 | 501(c)(3) | 45339 | Program Support | |
| Highland Park NurseryDay Care Center | ||||||||
| 1850 Green Bay Road | Highland Park | IL | 60035 | 362187792 | 501(c)(3) | 24574 | Program Support | |
| Hispanic United Fund | ||||||||
| Suite 340 | Larkspur | CA | 94939 | 680455509 | 501(c)(3) | 5986 | Program Support | |
| Human & Civil Rights Organizations of America | ||||||||
| 10 Chestnut Street | Salem | MA | 01970 | 943193388 | 501(c)(3) | 6581 | Program Support | 1100 Larkspur Landing Circle |
| Human Care Charities of America | ||||||||
| Suite 340 | Larkspur | CA | 94939 | 943067804 | 501(c)(3) | 5875 | Program Support | |
| Human Service Charities of America | ||||||||
| PO Box 79770 | Baltimore | MD | 21279 | 943240353 | 501(c)(3) | 6551 | Program Support | 1100 Larkspur Landing Circle |
| Independence Center | ||||||||
| 2025 Washington Street | Waukegan | IL | 60085 | 363542328 | 501(c)(3) | 19355 | Program Support | |
| I-Plus of Lake County | ||||||||
| 3001 Green Bay Rd Bldg 9 | North Chicago | IL | 60064 | 363940529 | 501(c)(3) | 19089 | Program Support | |
| Jewish Federation of Metropolitan ChicagoJewish C | ||||||||
| 216 W Jackson Blvd | Chicago | IL | 60606 | 362167757 | 501(c)(3) | 11145 | Program Support | Room 100 |
| Jewish Federation of Metropolitan ChicagoJewish V | ||||||||
| 30 South Wells Street | Chicago | IL | 60606 | 362167761 | 501(c)(3) | 15343 | Program Support | Suite 800 |
| Lake County Family YMCA | ||||||||
| 700 Lakeview Pkwy | Vernon Hills | IL | 60061 | 362181659 | 501(c)(3) | 36510 | Program Support | Room 5127 |
| Lake County Haven | ||||||||
| 733 North Milwaukee Avenue | Libertyville | IL | 60048 | 363846099 | 501(c)(3) | 10035 | Program Support | |
| Lake County Health Department | ||||||||
| 3012 Grand Avenue | Waukegan | IL | 60085 | 366006600 | 501(c)(3) | 25000 | Program Support | Room 100 |
| Lake County Residential Development Corporation | ||||||||
| Unit 301 | Gurnee | IL | 60031 | 363086133 | 501(c)(3) | 12636 | Program Support | |
| Literacy Volunteers of Lake County | ||||||||
| 128 North County Street | Waukegan | IL | 60085 | 363826391 | 501(c)(3) | 13801 | Program Support | 1280 Blackburn Street |
| Local Independent Charities | ||||||||
| 100 Lakespur Landing | Larkspur | CA | 94939 | 943042430 | 501(c)(3) | 7033 | Program Support | |
| Mano a Mano Family Resource Center | ||||||||
| 6 East Main Street | Round Lake Park | IL | 60073 | 364418084 | 501(c)(3) | 32797 | Program Support | Suite 34 |
| Medical Research Charitites | ||||||||
| Suite 600 | Annandale | VA | 22003 | 943148591 | 501(c)(3) | 14183 | Program Support | |
| Mental Health Organizations of America | ||||||||
| 4 Roosevelt Rd | Salem | MA | 01970 | 201358397 | 501(c)(3) | 5627 | Program Support | 762 Little River Turnpike |
| MilitaryVeteran & Patriotic Serv Org | ||||||||
| Suite 209 | Corte Madera | CA | 94925 | 943193418 | 501(c)(3) | 51466 | Program Support | |
| Most Blessed Trinity | ||||||||
| 450 Keller Avenue | Waukegan | IL | 60085 | 800432313 | 501(c)(3) | 42832 | Program Support | 21 Tamal Vista Boulevard |
| Mother's Trust Foundation | ||||||||
| 400 East Illinois Road | Lake Forest | IL | 60045 | 364177726 | 501(c)(3) | 9614 | Program Support | |
| National Black United Front Educational | ||||||||
| 1809 East 71st Street | Chicago | IL | 60649 | 431625129 | 501(c)(3) | 5127 | Program Support | |
| Nicasa | ||||||||
| 31979 North Fish Lake Road | Round Lake | IL | 60073 | 362605412 | 501(c)(3) | 146245 | Program Support | 211 |
| NorthPointe Resources | ||||||||
| 3441 Sheridan Road | Zion | IL | 60099 | 362409058 | 501(c)(3) | 66614 | Program Support | |
| OMNI Youth Services | ||||||||
| 1111 West Lake Cook Road | Buffalo Grove | IL | 60089 | 362777027 | 501(c)(3) | 28182 | Program Support | |
| One Hope United - Northern Region | ||||||||
| 215 North Milwaukee Avenue | Lake Villa | IL | 60046 | 362181967 | 501(c)(3) | 289375 | Program Support | |
| PADS Lake County Inc | ||||||||
| 3001 Green Bay Road - Building 5 | North Chicago | IL | 60064 | 362948857 | 501(c)(3) | 43959 | Program Support | |
| Prairie State Legal Services Inc | ||||||||
| Suite 100 | Waukegan | IL | 60085 | 371030764 | 501(c)(3) | 59650 | Program Support | |
| ROPE INC | ||||||||
| 1019 W Pacific Avenue | Waukegan | IL | 60085 | 363930563 | 501(c)(3) | 11215 | Program Support | 325 West Washington Street |
| Reading Power Inc | ||||||||
| 736 North Western Avenue | Lake Forest | IL | 60045 | 202916846 | 501(c)(3) | 46767 | Program Support | |
| Round Lake Park District | ||||||||
| 814 Hart Road | Round Lake | IL | 60073 | 362816881 | 501(c)(3) | 18000 | Program Support | |
| Saint Martin de Porres High School | ||||||||
| 515 South Martin Luther King Jr Av | Waukegan | IL | 60085 | 421597059 | 501(c)(3) | 46837 | Program Support | |
| Sports Charities USA | ||||||||
| Suite 340 | Larkspur | CA | 94939 | 470863988 | 501(c)(3) | 11695 | Program Support | |
| The Arts Federation | ||||||||
| 10 Chesnut Street | Salem | MA | 01970 | 030524939 | 501(c)(3) | 5404 | Program Support | 1100 Larkspur Landing Circle |
| Tri-con Child Care Center | ||||||||
| 425 Laurel Avenue | Highland Park | IL | 60035 | 362708769 | 501(c)(3) | 13452 | Program Support | |
| Uhlich Children's Advantage Network | ||||||||
| 830 W End Ct | Vernon Hills | IL | 60061 | 362167937 | 501(c)(3) | 10102 | Program Support | Suite 100 |
| United Way of Greater McHenry County | ||||||||
| 4508 Prime Parkway | McHenry | IL | 60050 | 366147909 | 501(c)(3) | 37342 | Program Support | Suite 150 |
| United Way of Kenosha County | ||||||||
| Suite 202 | Kenosha | WI | 53144 | 390806285 | 501(c)(3) | 11624 | Program Support | |
| Urban Muslim Minority Alliance | ||||||||
| 221 Washington St | Waukegan | IL | 60085 | 200332804 | 501(c)(3) | 9656 | Program Support | 3601 30th Avenue |
| USO Inc | ||||||||
| Suite 1200 | Arlington | VA | 22201 | 131610451 | 501(c)(3) | 9507 | Program Support | |
| Wild Animals Worldwide | ||||||||
| Suite 340 | Larkspur | CA | 94939 | 208774272 | 501(c)(3) | 15965 | Program Support | 2111 Wilson Blvd |
| Women Children and Family Service Char | ||||||||
| Suite 340 | Larkspur | CA | 94939 | 943193386 | 501(c)(3) | 19228 | Program Support | 1 Larkspur Landing Circle |
| Youth & Family Counseling | ||||||||
| Suite 104 | Libertyville | IL | 60048 | 366148486 | 501(c)(3) | 61324 | Program Support | 1100 Larkspur Landing Cirlce |
| Youth Conservation Corps Inc | ||||||||
| 221 North Genesee Street | Waukegan | IL | 60085 | 363993578 | 501(c)(3) | 18755 | Program Support | 1113 South Milwaukee Avenue |
| Youthbuild of Lake County | ||||||||
| 3001 N Green Bay Rd | North Chicago | IL | 60064 | 200549865 | 501(c)(3) | 46767 | Program Support | |
| YWCA Lake County | ||||||||
| 2133 Belvidere Road | Waukegan | IL | 60085 | 362222699 | 501(c)(3) | 117831 | Program Support | Building 1 3rd Floor |
| Zacharias Sexual Abuse Center | ||||||||
| 4275 Old Grand Avenue | Gurnee | IL | 60031 | 363314976 | 501(c)(3) | 63899 | Program Support | |
| Zion Benton Children's Service | ||||||||
| 1608 West 23rd Street | Zion | IL | 60099 | 362765140 | 501(c)(3) | 33008 | Program Support | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 87 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Schedule I | Identifier |
| Return Reference | Part I, Line 2 | ReturnReference |
| Explanation | Procedures for Monitoring the Use of Grant Funds The agencies listed in Schedule I include United Way funded agencies and agencies receiving donor designations. For purposes of completing Schedule I, if an agency received United WAy of Lake County, Inc. grant funds and donor designations, the amount of cash grant is the total of these two funding sources. Each agency receiving direct United Way funding is required to submit semi-annual and annual reports to United Way of Lake County, Inc. ("UWLC"). The reports include information about budget, demographics regarding the community served and performance (outcome) updates. These reports are reviewed by the staff of UWLC and follow up is performed if necessary. In addition, UWLC maintains contact with the agencies throughout the year as the agencies' funded programs are executed. For agencies receiving funds as a result of donors designating to those agencies, UWLC does not monitor these agencies (unless they are United Way funded agencies). However, these designated agencies are checked to verify their 501(c)(3) status. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Kristi Long | NamePerson |
| Base Compensation Filing Org | 122220 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 22673 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 8779 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 12767 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 166439 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArt | |
| Art Historical Treasures | ArtHistoricalTreasures | |
| Art Fractional Interest | ArtFractionalInterest | |
| Books And Publications | BooksAndPublications | |
| Clothing And Household Goods | ClothingAndHouseholdGoods | |
| Cars And Other Vehicles | CarsAndOtherVehicles | |
| Boats And Planes | BoatsAndPlanes | |
| Intellectual Property | IntellectualProperty |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 12 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 61745 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStock | |
| Securities Prtnrshp Trust Intrsts | SecuritiesPrtnrshpTrustIntrsts | |
| Securities Miscellaneous | SecuritiesMiscellaneous | |
| Qualified Contrib Hist Struct | QualifiedContribHistStruct | |
| Qualified Contrib Other | QualifiedContribOther | |
| Real Estate Residential | RealEstateResidential | |
| Real Estate Commercial | RealEstateCommercial | |
| Real Estate Other | RealEstateOther | |
| Collectibles | Collectibles | |
| Food Inventory | FoodInventory | |
| Drugs And Medical Supplies | DrugsAndMedicalSupplies | |
| Taxidermy | Taxidermy | |
| Historical Artifacts | HistoricalArtifacts | |
| Scientific Specimens | ScientificSpecimens | |
| Archaeological Artifacts | ArchaeologicalArtifacts | |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | true | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Third party used to process noncash contributions | Identifier |
| Return Reference | Schedule M, Line 32 | ReturnReference |
| Explanation | The organization uses a third-party brokerage organization to process stock contributions. Nominal transaction fees are deducted from the gross proceeds upon sale of securities in the ordinary course of business, consistent with industry practices. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| EMPLOYEES / VOLUNTEERS | FORM 990, PART I, LINE 6 | Board/Policy Making Volunteers: 30 United Way Volunteers: 280 Internal Campaign Coordinators: 6 Community Impact / Community Building Volunteers: 263 Direct Service Volunteers: 49 Day of Service Volunteers: 3,134 Other: 10 Total: 3,772 |
| OTHER PROGRAM SERVICES | Form 990, Part III, Line 4d | Other program achievements include sending designations to other 501(c)(3)'s, some of which are paid directly by the donor, and other exempt purpose achievements. |
| FORM 990 REVIEW PROCESS | FORM 990, PART VI, LINE 11 | A review of the Form 990 was conducted by the Finance Committee of the Board of Directors and certain key United Way of Lake County staff members during a conference call prior to the filing of the Form 990. A copy of the Form 990 and the prior year's Form 990 were emailed to the Finance Committee and key United Way of Lake County staff members: the President & CEO, the Vice President of Operations and the Director of Human Resources. Questions or comments from the Finance Committee and the key staff members concerning the Form 990 were solicited and shared. Following the review, the Form 990 was emailed to each of the other voting members of the Board of Directors prior to the filing of the Form 990. |
| WRITTEN CONFLICT OF INTEREST POLICY | FORM 990, PART VI, LINE 12 | The organization has two Code of Ethics policies (collectively referred to as "the Ethics Policies") covering (1) employees and (2) volunteers and representatives (including Board of Directors and its committees) of the United Way of Lake County, Inc. ("UWLC") and close family members of employees and volunteers and representatives. The Ethics Policies cover, among other topics and when applicable, accountability and efficiency; responsibilities to (of) volunteers and representatives; vendor relations; equal opportunity; conflict of interest; personal gain; favoritism; solicitations; confidential information and disclosure. Regarding conflicts of interest, UWLC employees, volunteers and representatives are prohibited from participating in any activity or outside business venture for financial gain or otherwise that conflicts with UWLC's best interests, including involvement with a current or potential vendor, grantee or competing organization, unless disclosed to and not deemed to be inappropriate by the President and CEO or Board chairperson. Each UWLC employee, volunteer and representative is annually required to complete, sign and forward responses to a conflict of interest statement. The results of the annual certification procedure are summarized and reported to the Board of Directors. UWLC employees, volunteers or representatives having a good faith complaint regarding accounting, internal auditing controls, auditing matters in general and/or other concerns specifically noted in the Ethics Policies (collectively referred to as "ethical financial concerns") must submit an ethical financial concern to the Staff Ethics Officer (Director of Human Resources) or current Board chairperson in person, by telephone or by letter. All ethical financial concerns are recorded by the Staff Ethics Officer and forwarded to the Board chairperson. The Board chairperson makes an initial determination if the ethical financial concern should be further investigated, and if so, may designate an appropriate Board member(s) or outside counsel/advisors to conduct such an investigation. On not less than a semi-annual basis, the Staff Ethics Officer will report to the Board as to the status of all ethical financial concerns that have been received. |
| PROCESS FOR DETERMINING COMPENSATION | FORM 990, PART VI, LINE 15 | THE EXECUTIVE COMMITTEE AND BOARD OF DIRECTORS OF THE UNITED WAY OF LAKE COUNTY ("UWLC") REVIEW THE PERFORMANCE AND COMPENSATION OF THE PRESIDENT & CEO ("TOP MANAGEMENT OFFICIAL") EACH YEAR. THE DIRECTOR OF HUMAN RESOURCES PRESENTS TO THE BOARD CHAIRMAN AND TO THE IMMEDIATE PAST BOARD CHAIRMAN EXTERNAL COMPENSATION DATA FOR THE PRESIDENT & CEO POSITION EVERY OTHER YEAR (THIS WAS LAST PERFORMED IN 2010). ANNUALLY, THE BOARD CHAIRMAN CONDUCTS A PERFORMANCE EVALUATION OF THE PRESIDENT & CEO AND REVIEWS THE EVALUATION WITH THE PAST BOARD CHAIRMAN AND EXECUTIVE COMMITTEE. ANY SALARY ADJUSTMENT FOR THE PRESIDENT & CEO IS COMMUNICATED TO THE DIRECTOR OF HUMAN RESOURCES BY THE PRESENT BOARD CHAIRMAN. The Executive Committee and Board of Directors review and approve all compensation adjustments for all officers, key employees and other employees. Compensation adjustments (excluding any adjustment for the President & CEO) are recommended to the Executive Committee and Board of Directors by the President & CEO. The President & CEO reviews and approves/disapproves exceptions to UWLC's compensation policy and administration guidelines as recommended by the departmental Vice Presidents and supervisors. The President & CEO also approves salary adjustments, job changes and performance appraisals. These processes were last undertaken for the fiscal year ended June 30, 2011. Minutes are prepared documenting the deliberation and decision making regarding compensation adjustments for all officers, key employees and other employees. UWLC USES A MARKET PRICING / JOB SLOTTING SYSTEM AS THE BEST FIT FOR ITS TOTAL COMPENSATION PHILOSOPHY. USING JOB DESCRIPTIONS AS A BASE, "BENCHMARK JOBS" (JOBS COMMON TO SIMILAR ORGANIZATIONS TYPICALLY SURVEYED) WERE IDENTIFIED. APPROXIMATELY 25 JOBS WERE SELECTED AS BENCHMARK JOBS. THESE JOBS WERE COMPETITIVELY PRICED TO THE LABOR MARKET. ALL NON-BENCHMARK JOBS WERE COMPARED AND RANKED AS TO JOB RESPONSIBILITIES IN COMPARISON TO THE BENCHMARK JOBS TO DETERMINE APPROPRIATE SALARY RANGE PLACEMENT. UWLC USES APPROPRIATE PUBLISHED SALARY SURVEYS TO RESEARCH COMPETITIVE MARKET DATA AND ESTABLISH EXTERNAL EQUITY. SURVEYS USED INCLUDE (NOT INCLUSIVE): ASSOCIATION FORUM OF CHICAGOLAND -- COMPENSATION & BENEFITS SURVEY FOR NOT-FOR-PROFITS; ABBOTT, LANGER ASSOCIATION SURVEYS - NOT-FOR-PROFITS; SULLIVAN & COTTER - CHICAGO BENCHMARK COMPENSATION STUDY; WATSON WYATT - OFFICE PERSONNEL REPORT AND UNITED WAY WORLDWIDE - SALARY SURVEY. USING EXTERNAL COMPETITIVE SALARY DATA AND INTERNAL JOB RANKINGS, A SALARY STRUCTURE WAS CREATED. BENCHMARK JOBS WERE PLACED IN SALARY RANGES BASED ON COMPETITIVE MARKET DATA AND NON-BENCHMARK JOBS WERE PLACED BASED ON A COMPARISON OF INTERNAL JOBS AND JOB FAMILIES. SALARY RANGES ARE REVIWED AND REVISED WHEN THE NEED IS INDICATED BY CHANGES IN COMPETITIVE PAY TARGETS FOR THE LABOR MARKET AS ESTABLISHED BY SURVEY DATA. SALARY RANGES ARE REVIEWED A MINIMUM OF EVERY THREE YEARS BY THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS. COMPENSATION SURVEYS ARE CONDUCTED PERIODICALLY FOR EXISTING AND NEWLY-CREATED POSITIONS TO CONFIRM THAT UWLC'S SALARY RANGES ARE COMPETITIVE. |
| DOCUMENTS MADE AVAILABLE TO THE PUBLIC | FORM 990, PART VI, LINE 18 | UNITED WAY OF LAKE COUNTY, INC.'S FORM 1023, APPLICATION FOR RECOGNITION OF EXEMPTION, IS AVAILABLE TO THE PUBLIC UPON REQUEST. UNITED WAY OF LAKE COUNTY, INC. MAKES ITS FORM 990 AVAILABLE TO THE PUBLIC ON UWLC'S WEBSITE AT WWW.UWLAKECO.ORG. |
| DOCUMENTS MADE AVAILABLE TO THE PUBLIC | FORM 990, PART VI, LINE 19 | United Way of Lake County, Inc. ("UWLC") makes its governing documents, the Bylaws and Articles of Incorporation, and its conflict of interest policy available to the public upon request. The most recent audited financial statements are available at UWLC's website. |
| INDEPENDENT CONTRACTORS | FORM 990, PART VII, SECTION B, LINE 1 | UNITED WAY OF METROPOLITAN CHICAGO INC. PROVIDES SUPPORT SERVICES TO THE UNITED WAY OF LAKE COUNTY, INC. THESE SERVICES ARE DONOR PROCESSING AND FINANCIAL SERVICES. THE DONOR PROCESSING INCLUDES PROCESSING OF DONOR PLEDGES, ISSUANCE OF TAX RECEIPTS, CREDIT CARD AND STOCK DONATION PROCESSING, AGENCY NOTIFICATION OF DONOR DESIGNATION PAYOUTS AND PROCESSING OF PLEDGE PAYMENTS. FINANCIAL SERVICES INCLUDE BOOKKEEPING SERVICES, AUDIT SUPPORT, AND PAYMENT OF EXPENSES AND AGENCY ALLOCATIONS. |
| RECONCILIATION OF NET ASSETS | FORM 990, PART XI, LINE 5 | UNREALIZED GAIN $701,573 DESIGNATION FEES ($10,895) MISCELLANEOUS ($143) TOTAL $690,535 |
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