UNITED WAY OF BARTHOLOMEW COUNTY INC: Form 990, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
UNITED WAY OF BARTHOLOMEW COUNTY INC (EIN 35-1132860)
Tax period
2025-01-01 to 2025-06-30
Filed
2026-05-15
IRS object ID
202631359349308958
Schema version
2025v4.1
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

FieldValueIRS element (for citing)
Return2026-05-15T12:41:08-05:00ReturnTs
Tax Period End2025-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN351178661PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BLUE & CO LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1813 WEST SECOND STREETAddressLine1Txt
CitySEYMOURCityNm
State AbbreviationINStateAbbreviationCd
ZIP47274ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN351132860EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1UNITED WAY OF BARTHOLOMEW COUNTY INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlUNITBusinessNameControlTxt
Phone8123763001PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11304 HUTCHINS AVENUEAddressLine1Txt
CityCOLUMBUSCityNm
State AbbreviationINStateAbbreviationCd
ZIP47201ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARK STEWARTPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8123763001PhoneNum
Signature2026-05-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKANDY L WISCHMEIER CPAPreparerPersonNm
PTINP00118327PTIN
Phone8125228416PhoneNum
Preparation2026-05-14PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerMARK STEWARTPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11304 HUTCHINS AVENUEAddressLine1Txt
CityCOLUMBUSCityNm
State AbbreviationINStateAbbreviationCd
ZIP47201ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,460,353GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.UWBARTHCO.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1967FormationYr
Legal Domicile StateINLegalDomicileStateCd
Activity Or MissionTO BE A CATALYST FOR LASTING POSITIVE CHANGE IN THE LIVES OF ALL PEOPLE WITHIN THE BARTHOLOMEW COUNTY COMMUNITY.ActivityOrMissionDesc
Voting Members Governing Body20VotingMembersGoverningBodyCnt
Voting Members Independent19VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers1043TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$5,213,669PYContributionsGrantsAmt
CY Contributions Grants$1,450,467CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$24,944PYInvestmentIncomeAmt
CY Investment Income$9,886CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$5,238,613PYTotalRevenueAmt
CY Total Revenue$1,460,353CYTotalRevenueAmt
PY Grants And Similar Paid$3,482,892PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$910,536CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,086,063PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$594,063CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$213,172CYTotalFundraisingExpenseAmt
PY Other Expenses$680,078PYOtherExpensesAmt
CY Other Expenses$422,419CYOtherExpensesAmt
PY Total Expenses$5,249,033PYTotalExpensesAmt
CY Total Expenses$1,927,018CYTotalExpensesAmt
PY Revenues Less Expenses-$10,420PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$466,665CYRevenuesLessExpensesAmt
Total Assets BOY$4,251,281TotalAssetsBOYAmt
Total Assets EOY$2,752,774TotalAssetsEOYAmt
Total Liabilities BOY$2,428,795TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,392,989TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,822,486NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,359,785NetAssetsOrFundBalancesEOYAmt
MissionUNITED WAY OF BARTHOLOMEW COUNTY ENVISIONS A COMMUNITY WHERE ALL FAMILIES AND INDIVIDUALS ACHIEVE THEIR HUMAN POTENTIAL THROUGH EDUCATION, FINANCIAL STABILITY, AND HEALTHIER LIVES AND PERSONAL RELATIONSHIPS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$1,598,657ExpenseAmt
Grant$910,536GrantAmt
DescGRANTS AND SUPPORT TO CERTIFIED MEMBER SOCIAL SERVICE AGENCIES IN BARTHOLOMEW COUNTY. IN 2025, FUNDS WERE ALLOCATED TO 16 MEMBER AGENCIES IN BARTHOLOMEW COUNTY THAT SERVE THOUSANDS OF INDIVIDUALS. THESE AGENCIES ADDRESS A VARIETY OF ISSUES IN THE COMMUNITY, FOCUSING PRIMARILY ON EDUCATIONAL NEEDS, HEALTH NEEDS, AND FINANCIAL STABILITY FOR ALL RESIDENTS OF THE COMMUNITY. IN ADDITION TO GRANTING FUNDS TO MEMBER AGENCIES SO THAT THEY MAY CARRY OUT THEIR WORK, THE ORGANIZATION PROVIDES ORGANIZATIONAL SUPPORT AND ROUTINELY CONDUCTS NEEDS ASSESSMENTS IN THE COMMUNITY TO ENSURE THAT THE FUNDS ALLOCATED ARE TARGETED AT THE AREAS OF GREATEST NEED IN THE COMMUNITY.Desc
Total Program Service Expenses$1,598,657TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members20GoverningBodyVotingMembersCnt
Independent Voting Member19IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldINStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ORGANIZATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8123763001PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11304 HUTCHINS AVENUEAddressLine1Txt
CityCOLUMBUSCityNm
State AbbreviationINStateAbbreviationCd
ZIP47201ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt
MARK STEWART
PRESIDENT40.00Yes (X)Yes (X)$0$0$0
ASHLEY DIETER
DIRECTOR1.00Yes (X)$0$0$0
BILL MAHONEY
DIRECTOR1.00Yes (X)$0$0$0
CHRIS PRICE
DIRECTOR1.00Yes (X)$0$0$0
CRUZ BAISA
DIRECTOR1.00Yes (X)$0$0$0
DAN SPURGEON
DIRECTOR1.00Yes (X)$0$0$0
ELAINE WAGNER
DIRECTOR1.00Yes (X)$0$0$0
GINGER LIRETTE
DIRECTOR1.00Yes (X)$0$0$0
JANET PUTNEY
DIRECTOR1.00Yes (X)$0$0$0
JEFF CROUSE
DIRECTOR1.00Yes (X)$0$0$0
JOEL PHILIPPSEN
DIRECTOR1.00Yes (X)$0$0$0
KYLIE FOSTER
DIRECTOR1.00Yes (X)$0$0$0
LISA PEIN
DIRECTOR1.00Yes (X)$0$0$0
RICK SILVERS
DIRECTOR1.00Yes (X)$0$0$0
SHIRLEY TRAPP
DIRECTOR1.00Yes (X)$0$0$0
STACEY BRUBAKER
DIRECTOR1.00Yes (X)$0$0$0
STEVE FORSTER
DIRECTOR1.00Yes (X)$0$0$01.00
KIM BENNETT
CHAIR1.00Yes (X)Yes (X)$0$0$01.00
PATRICK WOLF
VICE CHAIR1.00Yes (X)Yes (X)$0$0$0
BRITTANY DIEBOLT
SECRETARY/TREASURER1.00Yes (X)Yes (X)$0$0$01.00
FieldValueIRS element (for citing)
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Government Grants$162,524GovernmentGrantsAmt
All Other Contributions$1,287,943AllOtherContributionsAmt
Total Contributions$1,450,467TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$9,886TotalRevenueColumnAmt
Exclusion$9,886ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,460,353TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$9,886ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$870,635TotalAmt
Program Services$870,635ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$39,901TotalAmt
Program Services$39,901ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$101,641TotalAmt
Program Services$70,006ProgramServicesAmt
Management And General$5,336ManagementAndGeneralAmt
Fundraising$26,299FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$388,148TotalAmt
Program Services$268,141ProgramServicesAmt
Management And General$19,659ManagementAndGeneralAmt
Fundraising$100,348FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$64,775TotalAmt
Program Services$44,040ProgramServicesAmt
Management And General$3,915ManagementAndGeneralAmt
Fundraising$16,820FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$39,499TotalAmt
Program Services$26,855ProgramServicesAmt
Management And General$2,387ManagementAndGeneralAmt
Fundraising$10,257FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$17,925TotalAmt
Program Services$1,791ProgramServicesAmt
Management And General$14,134ManagementAndGeneralAmt
Fundraising$2,000FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$187,569TotalAmt
Program Services$146,327ProgramServicesAmt
Management And General$1,526ManagementAndGeneralAmt
Fundraising$39,716FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$2,669TotalAmt
Program Services$1,836ProgramServicesAmt
Management And General$779ManagementAndGeneralAmt
Fundraising$54FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$22,696TotalAmt
Program Services$7,595ProgramServicesAmt
Management And General$7,749ManagementAndGeneralAmt
Fundraising$7,352FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$30,084TotalAmt
Program Services$11,515ProgramServicesAmt
Management And General$18,569ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$6,738TotalAmt
Program Services$4,752ProgramServicesAmt
Management And General$1,717ManagementAndGeneralAmt
Fundraising$269FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$25,113TotalAmt
Program Services$11,444ProgramServicesAmt
Management And General$12,956ManagementAndGeneralAmt
Fundraising$713FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$2,914TotalAmt
Management And General$2,914ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$4,861TotalAmt
Program Services$713ProgramServicesAmt
Management And General$4,148ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
SPECIAL INVESTMENTS$54,062$54,062
DUES AND SUBCRIPTIONS$32,753$6,925$19,338$6,490
PARTNER/INITIATIVE INVE$14,625$14,625
SCHOOL SUPPLY EXPENSE$10,248$10,248

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$10,162TotalAmt
Program Services$7,246ProgramServicesAmt
Management And General$62ManagementAndGeneralAmt
Fundraising$2,854FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,927,018TotalAmt
Program Services$1,598,657ProgramServicesAmt
Management And General$115,189ManagementAndGeneralAmt
Fundraising$213,172FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$1,117,252BOYAmt
EOY$1,235,922EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$66,268BOYAmt
EOY$16,867EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$2,914,304BOYAmt
EOY$1,343,494EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$32,451BOYAmt
EOY$31,568EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$85,850LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$75,620LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$9,115BOYAmt
EOY$10,230EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$111,891BOYAmt
EOY$114,693EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$4,251,281BOYAmt
EOY$2,752,774EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$20,921BOYAmt
EOY$161,781EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,407,874BOYAmt
EOY$1,231,208EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,428,795BOYAmt
EOY$1,392,989EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$110,850BOYAmt
EOY-$92,641EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,711,636BOYAmt
EOY$1,452,426EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,822,486BOYAmt
EOY$1,359,785EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$4,251,281BOYAmt
EOY$2,752,774EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$466,665ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$3,964NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$5,181,333CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,561,170CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,876,998CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$5,213,669CurrentTaxYearMinus1YearAmt
Current Tax Year$1,450,467CurrentTaxYearAmt
Total$21,283,637TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$5,181,333CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,561,170CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,876,998CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$5,213,669CurrentTaxYearMinus1YearAmt
Current Tax Year$1,450,467CurrentTaxYearAmt
Total$21,283,637TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$3,397,856SubstantialContributorsTotAmt
Public Support Total170$17,885,781PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,541CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,912CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$7,995CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$24,944CurrentTaxYearMinus1YearAmt
Current Tax Year$9,886CurrentTaxYearAmt
Total$47,278TotalAmt
FieldValueIRS element (for citing)
Total Support$21,330,915TotalSupportAmt
Public Support CY1700.83850PublicSupportCY170Pct
Public Support PY1700.83300PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferencePART II, SHORT YEAR EXPLANATION:FormAndLineReferenceDesc
ExplanationTHE 2025 AMOUNTS ARE FOR SHORT YEAR JANUARY 1, 2025 THROUGH JUNE 30, 2025.ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$85,850OtherCostOrOtherBasisAmt
Depreciation$75,620DepreciationAmt
Book Value$10,230BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$10,230TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
DESIGNATIONS PAYABLE$1,163,433
ASSETS HELD FOR OTHERS$50,908
OTHER CURRENT LIABILITIES$16,867
FieldValueIRS element (for citing)
Total Liability$1,231,208TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationTHE UNITED WAY IS A NOT-FOR-PROFIT CORPORATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION AND RECOGNIZE A TAX LIABILITY IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD BE NOT BE SUSTAINED UPON EXAMINATION BY VARIOUS FEDERAL AND STATE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ORGANIZATION, AND HAS CONCLUDED THAT AS OF JUNE 30, 2025 AND DECEMBER 31, 2024, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISTICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. AS SUCH, THE ORGANIZATION IS GENERALLY EXEMPT FROM INCOME TAXES. HOWEVER, THE ORGANIZATION IS REQUIRED TO FILE FEDERAL FORM 990 - RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX WHICH IS AN INFORMATIONAL RETURN ONLY.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (21 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxtAddress Line2USAddress/AddressLine2Txt
FOUNDATION FOR YOUTH
405 HOPE AVENUECOLUMBUSIN47201350873340501(C)(3)$113,748$0DONOR DESIGNATED FOR GENERAL SUPPORT
HUMAN SERVICES INC
PO BOX 119CLIFFORDIN47226351127422501(C)(3)$106,248$0DONOR DESIGNATED FOR GENERAL SUPPORT
TURNING POINT COLUMBUS REGIONAL SHELTER
PO BOX 103COLUMBUSIN47202310993447501(C)(3)$100,752$0DONOR DESIGNATED FOR GENERAL SUPPORT
FAMILY SERVICES
615 N 18TH ST STE 101LAFAYETTEIN47904351099083501(C)(3)$79,998$0DONOR DESIGNATED FOR GENERAL SUPPORT
CHILDREN INC
715 MCCLURE RDCOLUMBUSIN47201351148133501(C)(3)$79,002$0DONOR DESIGNATED FOR GENERAL SUPPORT
SANS SOUCI
1526 13TH STCOLUMBUSIN47201310945574501(C)(3)$67,500$0DONOR DESIGNATED FOR GENERAL SUPPORT
ADVOCATES FOR CHILDREN
PO BOX 2107COLUMBUSIN47202351766564501(C)(3)$58,002$0DONOR DESIGNATED FOR GENERAL SUPPORT
LINCOLN CENTRAL NEIGHBORHOOD CENTER
1039 SYCAMORE STCOLUMBUSIN47201352079136501(C)(3)$57,498$0DONOR DESIGNATED FOR GENERAL SUPPORT
COMMUNITY CENTER OF HOPE
543 WASHINGTON STHOPEIN47246351784111501(C)(3)$30,000$0DONOR DESIGNATED FOR GENERAL SUPPORT
SU CASA
1531 13TH STCOLUMBUSIN47201010773281501(C)(3)$30,000$0DONOR DESIGNATED FOR GENERAL SUPPORT
MILL RACE CENTER INC
900 LINDSEY STCOLUMBUSIN47201351019509501(C)(3)$19,998$0DONOR DESIGNATED FOR GENERAL SUPPORT
BARTHOLOMEW CONSOLIDATED SCHOOL FOUNDATION
1200 CENTRAL AVENUECOLUMBUSIN47201356041222501(C)(3)$19,998$0DONOR DESIGNATED FOR GENERAL SUPPORT
UNITED WAY TAR RIVER REGION
2501 SUNSET AVENUEROCKY MOUNTNC27804560611545501(C)(3)$16,830$0DONOR DESIGNATED FOR GENERAL SUPPORT
JUST FRIENDS
900 LINDSEY STCOLUMBUSIN47201311138552501(C)(3)$10,002$0DONOR DESIGNATED FOR GENERAL SUPPORT
UNITED WAY OF CENTRAL INDIANA INC
2955 NORTH MERIDIAN STREET SUITEINDIANAPOLISIN46208351007590501(C)(3)$8,244$0DONOR DESIGNATED FOR GENERAL SUPPORT300
UNITED WAY OF HAMBLEN COUNTY
PO BOX 1794MORRISTOWNTN37816620627919501(C)(3)$7,806$0DONOR DESIGNATED FOR GENERAL SUPPORT
JACKSON COUNTY UNITED WAY 8680
PO BOX 94SEYMOURIN47274351068832501(C)(3)$7,780$0DONOR DESIGNATED FOR GENERAL SUPPORT
UNITED WAY OF HENDERSON COUNTY INC
PO BOX 487HENDERSONVILLENC28793560890133501(C)(3)$7,083$0DONOR DESIGNATED FOR GENERAL SUPPORT
GREATER TWIN CITIES UNITED WAY
404 SOUTH 8TH STREETMINNEAPOLISMN55404411973442501(C)(3)$6,910$0DONOR DESIGNATED FOR GENERAL SUPPORT
UNITED WAY OF JOHNSON COUNTY 10496
594 IRONWOOD DRIVEFRANKLININ46131351082600501(C)(3)$6,901$0DONOR DESIGNATED FOR GENERAL SUPPORT
NOBLE OF INDIANA
7701 E 21ST STREETINDIANAPOLISIN46219350924720501(C)(3)$6,217$0DONOR DESIGNATED FOR GENERAL SUPPORT
FieldValueIRS element (for citing)
Total501c3 Org24Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeINSURANCE PREMIUM ASSISTANCEGrantTypeTxt
Recipient56RecipientCnt
Cash Grant$39,901CashGrantAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BTHE FORM 990 IS REVIEWED IN DETAIL BY THE PRESIDENT OF THE ORGANIZATION, THE TREASURER OF THE BOARD OF DIRECTORS, AND AT LEAST ONE MEMBER OF THE FINANCE COMMITTEE. PRIOR TO FILING THE 990, THE ENTIRE RETURN IS MADE AVAILABLE TO ALL BOARD MEMBERS AND FINANCE COMMITTEE MEMBERS WHO ARE MEMBERS OF THE BOARD OF DIRECTORS.
FORM 990, PART VI, SECTION B, LINE 12CBOARD MEMBERS ARE REQUIRED TO SIGN A CONFLICT OF INTEREST STATEMENT ANNUALLY AND NOTIFY THE ORGANIZATION IMMEDIATELY OF ANY CHANGES IN CONFLICTS OF INTEREST.
FORM 990, PART VI, SECTION B, LINE 15THE PRESIDENT'S COMPENSATION IS DETERMINED BY THE EXECUTIVE COMMITTEE MEMBERS. AN ANNUAL REVIEW IS PERFORMED PRIOR TO THEM VOTING ON COMPENSATION. OTHER EMPLOYEES ALSO UNDERGO ANNUAL REVIEWS WITH THE PRESIDENT OF THE ORGANIZATION AND THE PRESIDENT THEN DETERMINES COMPENSATION.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION'S GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART XII, LINE 2C:THE ORGANIZATION'S BOARD OF DIRECTORS ASSUMES OVERSIGHT RESPONSIBILITIES REGARDING THE AUDITED FINANCIAL STATEMENTS AND SELECTION OF THE INDEPENDENT ACCOUNTANT AND THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1UNITED WAY CENTER OF BARTHOLOMEW COUNTY INCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11531 13TH STAddressLine1Txt
CityCOLUMBUSCityNm
State AbbreviationINStateAbbreviationCd
ZIP47201ZIPCd
FieldValueIRS element (for citing)
EIN264407840EIN
Primary ActivitiesOWN, MANAGE, AND MAINTAIN UNITED WAY CENTER TO BENEFIT THE ORGANIZATIONPrimaryActivitiesTxt
Legal Domicile StateINLegalDomicileStateCd
Exempt Code Section501(C)(3)ExemptCodeSectionTxt
Public Charity StatusLINE 7PublicCharityStatusTxt
Controlled Organization0ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

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