2023-10-02T14:04:56-04:00 2023-06-30 522127371 HAINES ISENBARGER & SKIBA LLC 4630 W JEFFERSON BLVD 8 FORT WAYNE IN 46804 990 2022-07-01 350867932 UNITED WAY OF ALLEN COUNTY INC UNIT 2604224776 347 WEST BERRY STREET SUITE 300 FORT WAYNE IN 46802 ROB HAWORTH PRESIDENT & CEO 2604224776 2023-09-01 true ROBERT HAWORTH 999009999 true CASSIE J DUNN P02181011 2604369500 2023-10-02 2022 2023-04-26 12:10:37Z ROB HAWORTH 347 WEST BERRY STREET SUITE 300 FORT WAYNE IN 46802 4271248 false X WWW.UNITEDWAYALLENCOUNTY.ORG X 1962 IN TO BOLDLY IMPACT CRITICAL COMMUNITY ISSUES WITH A VISION OF EFFECTIVELY TRANSFORMING OUR COMMUNITY THROUGH MEASURABLE IMPACT. 32 31 18 1749 0 3260185 2947752 0 83167 300516 17139 9996 3360491 3258264 2686590 889709 0 1103242 1086161 0 472283 789506 1194267 4579338 3170137 -1218847 88127 5655308 5549350 1249458 1037829 4405850 4511521 X TO BOLDLY IMPACT CRITICAL COMMUNITY ISSUES WITH A VISION OF EFFECTIVELY TRANSFORMING OUR COMMUNITY THROUGH MEASURABLE IMPACT. false false 1579572 785000 PRIORITY AREA GRANT FUNDS: UNITED WAY OF ALLEN COUNTY PROVIDES FUNDING TO 19 ORGANIZATIONS THAT PROVIDE SERVICES THAT HELP ACHIEVE COMMUNITY GOALS AROUND FOOD SECURITY, HOUSING STABILITY, AND MENTAL HEALTH ACCESS. ADDITIONALLY, UNITED WAY INVESTS IN VARIOUS COMMUNITY COLLABORATIONS (KINDERGARTEN COUNTDOWN, VITA, PERSISTENCE PAYS OFF, ETC.) THROUGHOUT ALLEN COUNTY. 132299 PERSISTENCE PAYS OFF: PERSISTENCE PAYS OFF (PPO) IS A NEW INITIATIVE OF UNITED WAY THAT WAS LAUNCHED IN APRIL 2021. THE GOAL OF THE INITIATIVE IS TO GET MORE STUDENTS TO COMPLETE THEIR COLLEGE DEGREE OR CERTIFICATE BY HELPING ELIMINATE SOME OF THE BARRIERS THAT STUDENTS ARE FACING. WE PARTNER WITH THE TRIO OFFICES AT IVY TECH COMMUNITY COLLEGE FORT WAYNE AND PURDUE FORT WAYNE ALONG WITH LUTHERAN SOCIAL SERVICES TO PROVIDE STUDENTS EDUCATIONAL GOAL ATTAINMENT, CASE MANAGEMENT, LIFE SKILLS DEVELOPMENT AND FINANCIAL LITERACY COACHING. IN ACADEMIC YEAR 21-22, OVER 90 STUDENTS RECEIVED SERVICES AND 88% OF THE STUDENTS EITHER RETURNED FOR CLASSES FOR THE NEXT ACADEMIC SEMESTER, COMPLETED THEIR CERTIFICATION, OR GRADUATED WITH THEIR ASSOCIATE OR BACHELOR'S DEGREE. ACADEMIC YEAR 22-23 RESULTS WERE NOT YET AVAILABLE FOR THIS NARRATIVE. 104709 104709 DONOR DESIGNATIONS: UNITED WAY OF ALLEN COUNTY (UWAC) DIRECTS DESIGNATED CONTRIBUTIONS (50 OR MORE) TO A SPECIFIC UWAC PRIORITY AREA(S), INITIATIVE(S), OR TO LOCAL UNITED WAYS IN OTHER COMMUNITIES. UWAC RETAINS 15% OF DESIGNATED GIFTS TO UNITED WAYS/FUNDS THAT ARE PART OF THE NORTHEAST INDIANA CONSORTIUM AND 15.1% ON GIFTS TO OTHER UNITED WAYS. NO OTHER FEES OR PERCENTAGES ARE CHARGED AGAINST THESE GIFTS. 551318 COMMUNITY COLLABORATIONS: UNITED WAY OF ALLEN COUNTY INVESTS IN NUMEROUS COLLABORATIVE EFFORTS THAT CONVENE MULTIPLE PARTNERS TO ADDRESS CONCERNS IN THE COMMUNITY IN A TWO-GENERATIONAL APPROACH THROUGH OUR PRIORITY AREAS OF EDUCATIONAL OPPORTUNITIES, FOOD SECURITY, HOUSING STABILITY, AND MENTAL HEALTH ACCESS THROUGH COMMUNITY-BASED SOLUTIONS. --VOLUNTEER ENGAGEMENT AND DAY OF CARING: OUR TOTAL VOLUNTEER ENGAGEMENT COORDINATED OVER 1,749 VOLUNTEERS FOR OVER 10,400 HOURS OF COMMUNITY SERVICE WHICH EQUALS OVER 314,290 WORTH OF SERVICE INVESTED BACK IN TO ALLEN COUNTY. WE WORK WITH CORPORATE PARTNERS TO CONNECT THEIR EMPLOYEES TO VOLUNTEER OPPORTUNITIES IN THE COMMUNITY. WE COORDINATE KIT BUILDS FOR THEM TO COMPLETE OR COMPANIES PARTICIPATE IN OUR LARGEST VOLUNTEER EVENT, DAY OF CARING. OUR 30TH ANNUAL UNITED WAY DAY OF CARING CONTINUED TO REBOUND IN TERMS OF VOLUNTEER NUMBERS. IN AUGUST 2022, OVER 1,200 VOLUNTEERS CONTRIBUTED OVER 6,000 VOLUNTEER HOURS, AND COMPLETED 68 PROJECTS. PROJECTS SUBMITTED FOR DAY OF CARING ARE COMPLETED IN ONE DAY AND TYPICALLY CONSIST OF CLEANING, LANDSCAPING, PAINTING AND OTHER GENERAL MAINTENANCE. PROJECTS TAKE PLACE AT NON-PROFIT AGENCIES, SCHOOLS OR PRIVATE RESIDENCES COORDINATED BY NEIGHBORLINK. UNITED WAY WORKS TOGETHER WITH CORPORATE PARTNERS, NON-PROFIT AGENCIES AND VOLUNTEERS TO MEET THE NEEDS OF OUR COMMUNITY, MAKING ALLEN COUNTY A BETTER PLACE TO LIVE AND WORK. --KINDERGARTEN COUNTDOWN: KINDERGARTEN COUNTDOWN COMPLETED ITS NINTH YEAR WHERE 114 CHILDREN ATTENDED CLASSES IN THE SCHOOLS THEY WILL BE ATTENDING IN THE FALL. THE PROGRAM OPERATES IN TWO PUBLIC SCHOOL DISTRICTS AND EMPHASIZES CLASSROOM SKILLS LIKE RAISING HANDS AND LINING UP QUIETLY AS WELL AS STRENGTHENING THE LITERACY SKILLS THAT ARE NECESSARY TO LEARN TO READ. THIS YEAR'S STUDENTS SHOWED A 18 PERCENT INCREASE IN BASIC LITERACY SKILLS AND A 25 PERCENT INCREASE IN SOCIAL EMOTIONAL SCORES FROM THE ASSESSMENTS COMPLETED AT THE BEGINNING AND END OF THE FOUR-WEEK PROGRAM. THERE WAS A 48 PERCENT INCREASE IN THE NUMBER STUDENTS ABLE TO WRITE THEIR NAMES. --VOLUNTEER INCOME TAX ASSISTANCE (VITA): DURING THE 2023 VITA SEASON, TAX PREPARATION WAS OFFERED AT ONE SITE IN ALLEN COUNTY AND FOUR SITES IN DEKALB, NOBLE AND STEUBEN COUNTIES. THIS YEAR, OVER 40 VOLUNTEERS DONATED OVER 2,500 HOURS TO THIS EFFORT. NEARLY 2.5 MILLION WERE RETURNED TO OVER 2,600 RESIDENTS. 551318 2367898 true true false true false false false false false true true false false true true true true false false false false false false false true false false true false false false false false false false false false false false false false false false false false false false true 26 0 true 18 true false false false false false false false false false false false false X 32 31 false false false false false false false true true false false true true true true true true true false false IN X X ROBERT HAWORTH 2604694022 347 WEST BERRY STREET FORT WAYNE IN 46802 X GREG JOHNSON CFO PART YEA 40.00 X 134740 0 12803 JAVON BELL DIRECTOR 1.00 X 13000 0 0 JOHN COURT BOARD CHAIR 1.00 X X 0 0 0 JILL BROWN VICE CHAIR 1.00 X X 0 0 0 ALLEN BROUWER TREASURER 1.00 X X 0 0 0 CHRIS GOMEZ SECRETARY 1.00 X X 0 0 0 DON CATES IMMEDIATE PA 1.00 X 0 0 0 PETER ADAMS DIRECTOR 1.00 X 0 0 0 ROB ALLEN DIRECTOR 1.00 X 0 0 0 SUSAN BERGHOFF DIRECTOR 1.00 X 0 0 0 BONNIE BLACKBURN-PENHOLLOW DIRECTOR 1.00 X 0 0 0 NYEIN CHAN DIRECTOR 1.00 X 0 0 0 STEPHANIE CRANDALL DIRECTOR 1.00 X 0 0 0 NICK DARRAH DIRECTOR 1.00 X 0 0 0 GARY DUFF DIRECTOR 1.00 X 0 0 0 HEIDI FOWLER DIRECTOR 1.00 X 0 0 0 JOHN GUINGRICH DIRECTOR 1.00 X 0 0 0 GEORGE GUY DIRECTOR 1.00 X 0 0 0 SCOTT HOFFMAN DIRECTOR 1.00 X 0 0 0 PRACHI HOFFMEISTER DIRECTOR 1.00 X 0 0 0 PAULA HUGHES-SCHUH DIRECTOR 1.00 X 0 0 0 DAVYD JONES DIRECTOR 1.00 X 0 0 0 AUSTIN KNOX DIRECTOR 1.00 X 0 0 0 DAVID LEININGER DIRECTOR 1.00 X 0 0 0 HOLLI MURPHY DIRECTOR 1.00 X 0 0 0 EMILY MUSSER DIRECTOR 1.00 X 0 0 0 LLOYD OSBORNE DIRECTOR 1.00 X 0 0 0 IRENE PAXIA DIRECTOR 1.00 X 0 0 0 EVAN SCHOOF DIRECTOR 1.00 X 0 0 0 GRETA SOUTHARD DIRECTOR 1.00 X 0 0 0 STEVEN SYKES DIRECTOR 1.00 X 0 0 0 JEANNE WICKENS DIRECTOR 1.00 X 0 0 0 DR DEBRA FAYE WILLIAMS-ROBBINS DIRECTOR 1.00 X 0 0 0 ROB HAWORTH PRESIDENT & 40.00 X 0 0 0 BETH PETER INTERIM CFO 40.00 X 0 0 0 147740 12803 1 false false false 37914 2909838 2947752 43536 43536 1134234 875957 1297 258277 -1297 256980 256980 127779 37914 135730 -7951 -7951 ADMINISTRATIVE FEES 561000 17925 17925 MISCELLANEOUS INCOME 900099 22 22 17947 3258264 17947 292565 889709 889709 211567 12471 40556 158540 687825 569051 118774 17421 17421 103593 49923 28927 24743 65755 42420 2665 20670 23500 23500 740 740 12659 12659 189072 108586 48762 31724 84653 44676 24985 14992 15471 7217 4737 3517 97015 48857 27829 20329 123372 54066 42135 27171 1691 772 764 155 82606 37999 28086 16521 8874 8874 6620 2837 2364 1419 13623 5838 4865 2920 COMMUNITY INVESTMENT 426647 423453 51 3143 DUES & SUBSCRIPTIONS 56951 25373 19063 12515 PUBLIC EVENTS 28347 18186 50 10111 EQUIPMENT RENTAL & MAINTE 22405 9043 8323 5039 21 21 3170137 2367898 329956 472283 59692 119756 5907 9742 1103959 974389 30685 28178 102262 75557 10745 26705 2153068 2037873 2291252 2352707 5655308 5549350 245992 182255 200000 200000 803466 655574 1249458 1037829 X 2599451 2341881 1806399 2169640 4405850 4511521 5655308 5549350 88127 17544 X false true X true false X 4603264 6390615 5839569 3260185 2947752 23041385 4603264 6390615 5839569 3260185 2947752 23041385 1047320 21994065 43714 47335 41964 40094 43536 216643 3420 3420 23261448 404671 0.94550 0.94460 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 852 256 1108 2366790 2367898 268395 67099 398900 474799 340768 268395 1482862 2224293 4002 3428 2595 1108 11133 99725 118700 85192 67099 370716 556074 3079 2637 1996 852 8564 1654048 122821 1776869 1940844 -193053 93743 1654048 1475577 465267 1940844 1457240 18337 1475577 1406969 50271 1457240 0.20860 0.51320 0.27820 true false 102262 75557 26705 26705 BENEFICIAL INTEREST FUNDS - CMTY FDN 1400558 RIGHT OF USE ASSET 575838 CONTRIB. RECEIVABLE FROM REMAINER TR 207960 BENEFICIAL INTEREST IN PERPETUAL TR. 168351 2352707 LEASE LIABILITIES 575838 DONOR DESIGNATIONS 79736 655574 X 3158440 17544 17544 3140896 12659 104709 117368 3258264 3052769 3052769 12659 104709 117368 3170137 SCHEDULE D, PAGE 2, PART V, LINE 4 TO THE EXTENT THAT THE AMOUNT OF ENDOWMENT INVESTMENT INCOME TO BE DISTRIBUTED HAS BEEN DETERMINED AND THAT ALL DONOR DIRECTIVES HAVE BEEN MET, SAID AMOUNT MAY BE DISTRIBUTED AT THE DISCRETION OF UNITED WAY OF ALLEN COUNTY'S BOARD OF DIRECTORS. IN GENERAL, HOWEVER, THESE FUNDS WILL BE UTILIZED TO STABILIZE AGENCY FUNDING DURING PERIODS OF BELOW NORMAL ANNUAL CAMPAIGNS, TO ENHANCE ANNUAL AGENCY DISTRIBUTIONS, FOR SPECIAL PURPOSE AGENCY GRANTS AND TO SUPPORT THE ADMINISTRATIVE ACTIVITIES OF UNITED WAY OF ALLEN COUNTY. SCHEDULE D, PAGE 3, PART X UWAC IS INCORPORATED AS A NONPROFIT ORGANIZATION, EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION. UWAC HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A) OF THE INTERNAL REVENUE CODE. UWAC IS ALSO EXEMPT FROM STATE INCOME TAXES. HOWEVER, UWAC IS SUBJECT TO FEDERAL INCOME TAX ON ANY UNRELATED BUSINESS TAXABLE INCOME. UWAC PROVIDES LIABILITIES FOR UNCERTAIN TAX POSITIONS WHEN A LIABILITY IS PROBABLE AND ESTIMABLE. MANAGEMENT BELIEVES THAT IS HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS IT HAS TAKEN OR EXPECTS TO TAKE AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT SHOULD BE RECOGNIZED, MEASURED OR DISCLOSED IN THE FINANCIAL STATEMENTS. MANAGEMENT BELIEVES UWAC IS NO LONGER SUBJECT TO EXAMINATION BY TAX AUTHORITIES FOR YEARS BEFORE JUNE 30, 2020. SCHEDULE D, PAGE 4, PART XI, LINE 4B DESIGNATED CONTRIBUTIONS 104,709 SCHEDULE D, PAGE 4, PART XII, LINE 4B DESIGNATED CONTRIBUTIONS 104,709 100 YEAR CELEBR 148134 20355 127779 7100 20355 34555 19756 OVER THE EDGE 17559 17559 1439 1951 38221 12353 165693 37914 127779 8539 22306 72776 32109 135730 -7951 true A MOTHER'S HOPE PO BOX 15926 FORT WAYNE IN 46885 472760786 501C3 20000 PROGRAM SUPPORT AMANI FAMILY SERVICES 5104 N CLINTON ST FORT WAYNE IN 46825 412205791 501C3 35000 PROGRAM SUPPORT ASSOCIATED CHURCHES OF FORT WAYNE 602 E WAYNE ST FORT WAYNE IN 46802 350905944 501C3 30000 PROGRAM SUPPORT BRIGHTPOINT PO BOX 10570 FORT WAYNE IN 46853 351111819 501C3 135000 PROGRAM SUPPORT BUILDING A STRONGER FAMILY 921 E DUPONT RD 909 FORT WAYNE IN 46825 812680564 501C3 20000 PROGRAM SUPPORT CATHOLIC CHARITIES PO BOX 10630 FORT WAYNE IN 46853 351038653 501C3 70000 PROGRAM SUPPORT COMMUNITY HARVEST FOOD BANK 999 E TILLMAN ROAD FORT WAYNE IN 46816 311100607 501C3 50000 PROGRAM SUPPORT COURAGEOUS HEALING INC 10974 BARRYMORE RUN ROANOKE IN 46783 833333360 501C3 30000 PROGRAM SUPPORT CROSSROADS UNITED WAY PO BOX 3048 ELKHART IN 46515 350953433 501C3 9565 DONOR DESIGNATIONS HEADWATERS COUNSELING 2712 S CALHOUN ST FORT WAYNE IN 46807 350868078 501C3 40000 PROGRAM SUPPORT HOOSIERS FEEDING THE HUNGRY 4490A ST RD 327 GARRETT IN 46738 452402892 501C3 20000 PROGRAM SUPPORT INNER CITY HOPE CORP PO BOX12045 FORT WAYNE IN 46862 351967440 501C3 20000 PROGRAM SUPPORT LEAGUE FOR THE BLIND AND DISABLED 5821 S ANTHONY BLVD FORT WAYNE IN 46816 350876341 501C3 40000 PROGRAM SUPPORT LUTHERAN SOCIAL SERVICES OF IN 333 E LEWIS ST FORT WAYNE IN 46802 350868124 501C3 80000 PROGRAM SUPPORT SALVATION ARMY 2901 N CLINTON STREET FORT WAYNE IN 46805 362167910 501C3 50000 PROGRAM SUPPORT ST JOSEPH MISSIONS INC 500 W MAIN STREET FORT WAYNE IN 46802 310899309 501C3 25000 PROGRAM SUPPORT STEUBEN COUNTY UNITED WAY 317 S WAYNE ST ANGOLA IN 46703 237168857 501C3 7970 DONOR DESIGNATIONS UNITED WAY OF ADAMS COUNTY 218 E MONROE ST DECATUR IN 46733 351846627 501C3 9400 DONOR DESIGNATIONS UNITED WAY OF AUGLAIZE COUNTY PO BOX 18 WAPAKONETA OH 45895 344472652 501C3 7187 DONOR DESIGNATIONS UNITED WAY OF DEKALB COUNTY PO BOX 307 AUBURN IN 46706 351065714 501C3 8715 DONOR DESIGNATIONS UNITED WAY OF WELLS COUNTY 122 LAMAR STREET BLUFFTON IN 46714 310969009 501C3 10504 DONOR DESIGNATIONS UNITED WAY OF WHITEWATER VALLEY 129 S 9TH ST RICHMOND IN 47374 351020935 501C3 17730 DONOR DESIGNATIONS UNITED WAY WHITLEY & KOSCIUSKO COS PO BOX 923 WARSAW IN 46580 351044331 501C3 10142 DONOR DESIGNATIONS VINCENT VILLAGE INC 2827 HOLTON AVE FORT WAYNE IN 46806 351780135 501C3 70000 PROGRAM SUPPORT WELLSPRING INTERFAITH 1316 BROADWAY FORT WAYNE IN 46802 510151621 501C3 30000 PROGRAM SUPPORT YWCA 5920 DECATUR ROAD FORT WAYNE IN 46816 350868220 501C3 20000 PROGRAM SUPPORT 26 SCHEDULE I, PAGE 1, PART I, LINE 2 UNITED WAY OF ALLEN COUNTY'S COMMUNITY INVESTMENT DECISIONS ARE MADE BY MEMBERS OF THE COMMUNITY IMPACT COMMITTEE AND UNITED WAY COMMUNITY IMPACT STAFF. ALONG WITH THEIR GRANT APPLICATION, AGENCIES MUST SUBMIT REQUIRED DOCUMENTS FOR REVIEW TO ENSURE STRONG ORGANIZATIONAL GOVERNANCE, FINANCIAL MANAGEMENT, AND OPERATIONS. PRIORITY AREA GRANTS ARE NOW ON AN ANNUAL GRANT CYCLE THROUGH AN OPEN, COMPETITIVE APPLICATION PROCESS. ALL APPLICATIONS ARE REVIEWED FOR THE SERVICES BEING PROVIDED, COLLABORATIVE EFFORTS, AND THEIR ABILITY TO HELP ACHIEVE COMMUNITY GOALS THAT ARE ALIGNED WITH ONE OF OUR FOUR STRATEGIC PRIORITY AREAS: 1.EDUCATIONAL OPPORTUNITIES 2.FOOD SECURITY 3.HOUSING STABILITY 4.MENTAL HEALTH ACCESS ALL AGENCIES MUST REPORT ON DEFINED OUTCOMES AND OUTPUTS FOR EACH PRIORITY AREA THAT THEY ARE RECEIVING GRANT FUNDS. AN AGREEMENT IS ENTERED INTO THAT REQUIRES GRANT FUNDED ORGANIZATIONS TO SUBMIT MID-YEAR AND END-OF-YEAR REPORTS. FORM 990, PAGE 2, PART III, LINE 4B PERSISTENCE PAYS OFF: PERSISTENCE PAYS OFF (PPO) IS A NEW INITIATIVE OF UNITED WAY THAT WAS LAUNCHED IN APRIL 2021. THE GOAL OF THE INITIATIVE IS TO GET MORE STUDENTS TO COMPLETE THEIR COLLEGE DEGREE OR CERTIFICATE BY HELPING ELIMINATE SOME OF THE BARRIERS THAT STUDENTS ARE FACING. WE PARTNER WITH THE TRIO OFFICES AT IVY TECH COMMUNITY COLLEGE FORT WAYNE AND PURDUE FORT WAYNE ALONG WITH LUTHERAN SOCIAL SERVICES TO PROVIDE STUDENTS EDUCATIONAL GOAL ATTAINMENT, CASE MANAGEMENT, LIFE SKILLS DEVELOPMENT AND FINANCIAL LITERACY COACHING. IN ACADEMIC YEAR 21-22, OVER 90 STUDENTS RECEIVED SERVICES AND 88% OF THE STUDENTS EITHER RETURNED FOR CLASSES FOR THE NEXT ACADEMIC SEMESTER, COMPLETED THEIR CERTIFICATION, OR GRADUATED WITH THEIR ASSOCIATE OR BACHELOR'S DEGREE. ACADEMIC YEAR 22-23 RESULTS WERE NOT YET AVAILABLE FOR THIS NARRATIVE. FORM 990, PAGE 2, PART III, LINE 4D COMMUNITY COLLABORATIONS: UNITED WAY OF ALLEN COUNTY INVESTS IN NUMEROUS COLLABORATIVE EFFORTS THAT CONVENE MULTIPLE PARTNERS TO ADDRESS CONCERNS IN THE COMMUNITY IN A TWO-GENERATIONAL APPROACH THROUGH OUR PRIORITY AREAS OF EDUCATIONAL OPPORTUNITIES, FOOD SECURITY, HOUSING STABILITY, AND MENTAL HEALTH ACCESS THROUGH COMMUNITY-BASED SOLUTIONS. --VOLUNTEER ENGAGEMENT AND DAY OF CARING: OUR TOTAL VOLUNTEER ENGAGEMENT COORDINATED OVER 1,749 VOLUNTEERS FOR OVER 10,400 HOURS OF COMMUNITY SERVICE WHICH EQUALS OVER 314,290 WORTH OF SERVICE INVESTED BACK IN TO ALLEN COUNTY. WE WORK WITH CORPORATE PARTNERS TO CONNECT THEIR EMPLOYEES TO VOLUNTEER OPPORTUNITIES IN THE COMMUNITY. WE COORDINATE KIT BUILDS FOR THEM TO COMPLETE OR COMPANIES PARTICIPATE IN OUR LARGEST VOLUNTEER EVENT, DAY OF CARING. OUR 30TH ANNUAL UNITED WAY DAY OF CARING CONTINUED TO REBOUND IN TERMS OF VOLUNTEER NUMBERS. IN AUGUST 2022, OVER 1,200 VOLUNTEERS CONTRIBUTED OVER 6,000 VOLUNTEER HOURS, AND COMPLETED 68 PROJECTS. PROJECTS SUBMITTED FOR DAY OF CARING ARE COMPLETED IN ONE DAY AND TYPICALLY CONSIST OF CLEANING, LANDSCAPING, PAINTING AND OTHER GENERAL MAINTENANCE. PROJECTS TAKE PLACE AT NON-PROFIT AGENCIES, SCHOOLS OR PRIVATE RESIDENCES COORDINATED BY NEIGHBORLINK. UNITED WAY WORKS TOGETHER WITH CORPORATE PARTNERS, NON-PROFIT AGENCIES AND VOLUNTEERS TO MEET THE NEEDS OF OUR COMMUNITY, MAKING ALLEN COUNTY A BETTER PLACE TO LIVE AND WORK. --KINDERGARTEN COUNTDOWN: KINDERGARTEN COUNTDOWN COMPLETED ITS NINTH YEAR WHERE 114 CHILDREN ATTENDED CLASSES IN THE SCHOOLS THEY WILL BE ATTENDING IN THE FALL. THE PROGRAM OPERATES IN TWO PUBLIC SCHOOL DISTRICTS AND EMPHASIZES CLASSROOM SKILLS LIKE RAISING HANDS AND LINING UP QUIETLY AS WELL AS STRENGTHENING THE LITERACY SKILLS THAT ARE NECESSARY TO LEARN TO READ. THIS YEAR'S STUDENTS SHOWED A 18 PERCENT INCREASE IN BASIC LITERACY SKILLS AND A 25 PERCENT INCREASE IN SOCIAL EMOTIONAL SCORES FROM THE ASSESSMENTS COMPLETED AT THE BEGINNING AND END OF THE FOUR-WEEK PROGRAM. THERE WAS A 48 PERCENT INCREASE IN THE NUMBER STUDENTS ABLE TO WRITE THEIR NAMES. --VOLUNTEER INCOME TAX ASSISTANCE (VITA): DURING THE 2023 VITA SEASON, TAX PREPARATION WAS OFFERED AT ONE SITE IN ALLEN COUNTY AND FOUR SITES IN DEKALB, NOBLE AND STEUBEN COUNTIES. THIS YEAR, OVER 40 VOLUNTEERS DONATED OVER 2,500 HOURS TO THIS EFFORT. NEARLY 2.5 MILLION WERE RETURNED TO OVER 2,600 RESIDENTS. FORM 990, PAGE 6, PART VI, LINE 11B THE 990 IS COMPLETED BY OUR CPA FIRM AND REVIEWED BY THE CFO. THE AUDIT COMMITTEE REVIEWS AND APPROVES THE 990, WHICH IS THEN PRESENTED TO THE BOARD OF DIRECTORS PRIOR TO IT BEING FILED. FORM 990, PAGE 6, PART VI, LINE 12C VOLUNTEERS (BOARD AND COMMITTEE MEMBERS) AND STAFF MEMBERS ARE REQUIRED TO READ OUR CODE OF ETHICS ON AN ANNUAL BASIS AND COMPLETE THE CONFLICT OF INTEREST DISCLOSURE STATEMENT. THE SECTION BELOW COMES DIRECTLY FROM OUR CODE OF ETHICS POLICY AS REVIEWED BY THE GOVERNANCE COMMITTEE. GUIDANCE, DISCLOSURE AND ENFORCEMENT VOLUNTEERS, STAFF, AND IDENTIFIED REPRESENTATIVES ARE ENCOURAGED TO SEEK GUIDANCE FROM UWAC'S BOARD CHAIR, PRESIDENT AND CEO, OR THE EXECUTIVE COMMITTEE CONCERNING THE INTERPRETATION OR APPLICATION OF THIS CODE (OF ETHICS). ANY KNOWN OR POSSIBLE BREACHES OF THE CODE SHOULD BE DISCLOSED. REPORTS OF POSSIBLE BREACHES WILL BE HANDLED IN THE FOLLOWING MANNER: - ALL REPORTS OF POSSIBLE BREACHES WILL BE TREATED IN CONFIDENCE AS MUCH AS THE ORGANIZATION'S DUTY TO INVESTIGATE AND THE LAW ALLOW. IF CONFIDENTIALITY CANNOT BE MAINTAINED, THE INDIVIDUAL DISCLOSING THE POSSIBLE BREACH WILL BE NOTIFIED. - ALL REPORTED EMPLOYEE BREACHES WILL BE INVESTIGATED AND, IF NEEDED, APPROPRIATE ACTION TAKEN, UP TO AND INCLUDING TERMINATION, BASED ON PERSONNEL POLICIES. - ALL REPORTED VOLUNTEER BREACHES WILL BE INVESTIGATED AND, IF NEEDED, APPROPRIATE ACTION TAKEN UP TO AND INCLUDING REMOVAL FROM THE BOARD AND/OR COMMITTEE, BASED ON THE RECOMMENDATIONS OR DECISIONS MADE AT THE DISCRETION OF THE EXECUTIVE COMMITTEE WITH APPROVAL OF THE BOARD OF DIRECTORS. - RETALIATION AGAINST A PERSON WHO SUSPECTS AND REPORTS A BREACH IN GOOD FAITH WILL BE TREATED AS AN INDEPENDENT BREACH OF THE CODE. - UWAC AFFIRMS PROMPT AND FAIR RESOLUTION OF ALL REPORTED BREACHES. - ANY AND ALL EXPENSES, INCLUDING ATTORNEY'S FEES, INCURRED BY THE ORGANIZATION AND/OR THE BOARD OF DIRECTORS IN THE ENFORCEMENT OF THE PROVISIONS OF THIS CODE WILL BE THE SOLE RESPONSIBILITY OF THE PERSON(S) WHO CAUSED SUCH BREACH. FORM 990, PAGE 6, PART VI, LINE 15A THE SALARY AND OTHER REMUNERATION OF THE PRESIDENT AND CHIEF EXECUTIVE OFFICER SHALL BE FIXED BY THE BOARD OF DIRECTORS. SALARIES AND WAGES TO OTHER EMPLOYEES SHALL BE FIXED BY THE PRESIDENT BASED ON THE RECOMMENDED SALARY RANGES AND SUBJECT TO APPROVAL OF THE GENERAL OPERATING BUDGET BY THE BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE SHALL BE RESPONSIBLE FOR A) CONDUCTING A CHIEF EXECUTIVE OFFICER PERFORMANCE REVIEW PROCESS, INCLUDING GOAL SETTING, PERFORMANCE OBJECTIVES AND A 360 DEGREE ASSESSMENT; B) REVIEWING AND RECOMMENDING TO THE BOARD OF DIRECTORS TOTAL COMPENSATION AND REWARDS ADJUSTMENTS FOR THE CHIEF EXECUTIVE OFFICER AND C) MONITORING MARKET PRACTICES OF COMPARABLE ORGANIZATIONS TO ENSURE THAT EXECUTIVE COMPENSATION AND REWARD LEVEL ARE COMPETITIVE AND CONSISTENT WITH MARKET PRACTICES AND D) CONDUCTING PERIODIC REVIEWS OF ORGANIZATIONAL COMPENSATION STRATEGY AND RECOMMENDING CHANGES TO THE BOARD OF DIRECTORS AS NEEDED. FORM 990, PAGE 6, PART VI, LINE 19 UNITED WAY OF ALLEN COUNTY MAKES ITS AUDITED FINANCIAL REPORT AND FORM 990 AVAILABLE ON ITS WEBSITE AND IN THE OFFICE FOR PUBLIC INSPECTION. GOVERNING DOCUMENTS AND THE CONFLICT OF INTEREST ARE AVAILABLE IN THE OFFICE FOR PUBLIC INSPECTION. FORM 990, PART VII JAVON BELL'S REPORTABLE COMPENSATION IN COLUMN (D) WAS FOR HIS SERVICES AS AN INDEPENDENT CONTRACTOR, NOT AS A DIRECTOR.