2023-09-27T13:40:48-05:00 2022-12-31 351178661 BLUE & CO LLC 813 WEST SECOND STREET SEYMOUR IN 47274 990 2022-01-01 351132860 UNITED WAY OF BARTHOLOMEW COUNTY INC UNIT 8123763001 1304 HUTCHINS AVENUE COLUMBUS IN 47201 MARK STEWART PRESIDENT 8123763001 2023-09-26 1 MARK STEWART 999009999 1 X KANDY L WISCHMEIER CPA P00118327 8125228416 2023-09-26 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X MARK STEWART 1304 HUTCHINS AVENUE COLUMBUS IN 47201 4564082 0 X WWW.UWBARTHCO.ORG X 1967 IN TO BE A CATALYST FOR LASTING POSITIVE CHANGE IN THE LIVES OF ALL PEOPLE WITHIN THE BARTHOLOMEW COUNTY COMMUNITY. 24 23 22 970 0 0 5181333 4561170 0 0 1541 2912 0 0 5182874 4564082 3973105 3751811 0 0 854565 833048 0 0 355627 496341 538031 5324011 5122890 -141137 -558808 4862161 4134902 2432294 2273693 2429867 1861209 UNITED 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. 0 0 4517681 3751811 GRANTS AND SUPPORT TO CERTIFIED MEMBER SOCIAL SERVICE AGENCIES IN BARTHOLOMEW COUNTY. IN 2022, 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. 4517681 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 10 0 1 22 1 0 0 0 0 0 0 0 0 0 0 0 0 X 24 23 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IN X THE ORGANIZATION 8123763001 1304 HUTCHINS AVENUE COLUMBUS IN 47201 MARK STEWART PRESIDENT 40.00 X X 101126 0 39002 DOUG OTTO EXECUTIVE DIRECTOR UWC 10.00 25.00 X X 16515 0 10951 BILL MAHONEY DIRECTOR 5.00 X 0 0 0 CATHY BUENING-GRIFFIN DIRECTOR 5.00 X 0 0 0 CHRIS PRICE DIRECTOR 5.00 X 0 0 0 CRUZ BAISA DIRECTOR 5.00 X 0 0 0 DAN SPURGEON DIRECTOR 5.00 X 0 0 0 ELAINE WAGNER DIRECTOR 5.00 X 0 0 0 FERNANDO HERNDON DIRECTOR 5.00 X 0 0 0 GINGER LIRETTE DIRECTOR 5.00 X 0 0 0 HANNA OMAR DIRECTOR 5.00 X 0 0 0 JANET PUTNEY DIRECTOR 5.00 X 0 0 0 KARL KISSINGER DIRECTOR 5.00 X 0 0 0 KRUTHI PARTHASARATHI DIRECTOR 5.00 X 0 0 0 LAURA C WENZLER DIRECTOR 5.00 X 0 0 0 LISA PEIN DIRECTOR 5.00 X 0 0 0 MARTY LASURE DIRECTOR 5.00 X 0 0 0 ROBIN GILL DIRECTOR 5.00 X 0 0 0 SCOTT POLING DIRECTOR 5.00 X 0 0 0 SHIRLEY TRAPP DIRECTOR 5.00 X 0 0 0 STACEY BRUBAKER DIRECTOR 5.00 X 0 0 0 STEVE FORSTER DIRECTOR 5.00 X 0 0 0 AIDA J RAMIREZ CHAIR 5.00 X X 0 0 0 EDUARDO MARTINEZ VICE CHAIR 5.00 X X 0 0 0 KIMBERLY D BENNETT TREASURER 5.00 5.00 X X 0 0 0 117641 0 49953 1 0 0 0 0 33668 4527502 4561170 2912 2912 4564082 0 0 2912 3739261 3739261 12550 12550 167594 95284 17147 55163 514865 295000 49856 170009 102215 56300 12672 33243 48374 27743 4680 15951 19939 3807 16132 102044 46919 14857 40268 2405 1000 1405 41776 8877 11374 21525 48490 10225 38265 3669 1614 2055 36637 21699 12542 2396 15000 15000 9369 9369 SCHOOL SUPPLY EXPENSE 138851 138851 DUES AND SUBSCRIPTIONS 67011 13342 42791 10878 PARTNER/INITIATIVE INVE 24740 24740 AGENCY DEVELOPMENT 9500 9500 18600 10969 2842 4789 5122890 4517681 249582 355627 2310181 802992 86911 59175 2287424 3122292 27804 16282 77529 52140 35684 25389 114157 108772 4862161 4134902 14106 14011 2418188 2259682 2432294 2273693 X 191166 162179 2238701 1699030 2429867 1861209 4862161 4134902 -558808 -9850 0 X X 0 1 X 1 0 X 4538955 4591398 5710264 5181333 4561170 24583120 4538955 4591398 5710264 5181333 4561170 24583120 4901403 19681717 2177 6902 3234 1541 2912 16766 490 490 24600376 0.80010 0.77370 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 9400 9400 68129 52140 15989 25389 DESIGNATIONS PAYABLE 2200507 ASSETS HELD FOR OTHERS 59175 2259682 X PART X, LINE 2: THE 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 DECEMBER 31, 2022 AND 2021, 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. 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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 12C BOARD 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 15 THE 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 19 THE 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. UNITED WAY CENTER OF BARTHOLOMEW COUNTY INC 1531 13TH ST COLUMBUS IN 47201 264407840 OWN, MANAGE, AND MAINTAIN UNITED WAY CENTER TO BENEFIT THE ORGANIZATION IN 501(C)(3) LINE 7 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0