2024-02-28T17:19:53-05:00 2023-06-30 352072184 DWC CPAS LLC 3454 DOUGLAS RD SOUTH BEND IN 46635 990 2022-07-01 351063368 UNITED WAY OF ST JOSEPH COUNTY INC UNIT 5742328201 3517 EAST JEFFERSON BOULEVARD SOUTH BEND IN 46615 KIMBERLY GREEN REEVES VICE CHAIR 5742328201 2024-02-22 true KIMBERLY GREEN REEVES 999009999 true RICHARD J CULLAR CPA P00967641 5742339366 2024-02-15 2022 2023-04-26 12:10:37Z JAMIE COX 3517 EAST JEFFERSON BLVD SOUTH BEND IN 46615 5451373 false X WWW.UWSJC.ORG X 1961 IN UNITED WAY OF ST. JOSEPH COUNTYS MISSION IS TO MOBILIZE THE COMMUNITY TO COLLECTIVELY REDUCE POVERTY BY MOVING PEOPLE FROM A LIFE OF POVERTY TO POSSIBILITY. IN ORDER TO SURROUND THE COMMUNITYS MOST CRITICAL PROBLEM AND FIGHT IT, WE BRING NON-PROFITS TOGETHER. WE KNOW THAT CHANGE DOESNT HAPPEN ALONE SO WE CREATE CHANGE BY BRINGING THE RIGHT PEOPLE TO THE TABLE AND OFFERING A WHOLE-COMMUNITY SOLUTION. TOGETHER, WE ARE STRONGER. 18 18 19 259 0 5818528 5152432 224829 30659 30450 21 0 5849208 5407711 1312181 246335 0 942079 1185834 0 504469 615930 1038795 2870190 2470964 2979018 2936747 9888138 14510736 2003914 3677413 7884224 10833323 X UNITED WAY OF ST. JOSEPH COUNTYS MISSION IS TO MOBILIZE THE COMMUNITY TO COLLECTIVELY REDUCE POVERTY BY MOVING PEOPLE FROM A LIFE OF POVERTY TO POSSIBILITY. IN ORDER TO SURROUND THE COMMUNITYS MOST CRITICAL PROBLEM AND FIGHT IT, WE BRING NON-PROFITS TOGETHER. WE KNOW THAT CHANGE DOESNT HAPPEN ALONE SO WE CREATE CHANGE BY BRINGING THE RIGHT PEOPLE TO THE TABLE AND OFFERING A WHOLE-COMMUNITY SOLUTION. TOGETHER, WE ARE STRONGER. false false 930980 246335 224829 COMMUNITY IMPACT - THE FOCUS OF COMMUNITY IMPACT IS TO UNDERSTAND AND ADDRESS THE NEEDS OF ALICE (ASSETS LIMITED, INCOME CONSTRAINED, AND EMPLOYED) POPULATIONS IN ST. JOSEPH COUNTY. GUIDE THE INVESTMENT AND AWARD PROCESS FOR INITIATIVES FOCUSED ON EARLY LEARNING, YOUTH SUCCESS, STABLE FAMILIES AND CRITICAL NEEDS ACROSS MORE THAN 25 NONPROFIT PARTNERS. IN ADDITION, UWSJC SEEKS AND LEVERAGES FUNDING FOR INTERNAL PROGRAMS FOCUSED ON UTILITY ASSISTANCE (TEAM HEAT,) FOOD INSECURITY (PEOPLE GOTTA' EAT AND MARKET BUCKS,) EARLY LEARNING (KINDERGARTEN CAMPS,) RESOURCE ACCESSIBILITY (RIDE UNITED, LAST MILE DELIVERY,) AND OUR EMERGENCY FOOD & SHELTER FUND. 105703 COMMUNICATIONS IMPACT - OVERSEES THE DISTRIBUTION OF INFORMATION FOR NOT- FOR-PROFIT PARTNERS, DONORS, VOLUNTEERS, CORPORATE PARTNERS AND THE GENERAL PUBLIC. COMMUNICATIONS IMPACT ALSO OVERSEES ALL EVENT COORDINATION AND PLANNING, ENSURING COMMUNITY ENGAGEMENT AT EVERY LEVEL. 639151 ONEROOF ST. JOE COUNTY - ONEROOF SOUTHEAST A/K/A THE SOUTHEAST NEIGHBORHOOD CENTER CELEBRATED ITS FIRST YEAR IN OPERATION. THE CENTER HOSTED 150+ COMMUNITY FACING EVENTS WHILE HOUSING SIX (6) PERMANENT ON-SITE NON-PROFIT RESOURCES ALONG WITH ROTATING SERVICE PROVIDERS SERVING OVER 500 FAMILIES, STUDENTS, AND CLIENTS. THREE (3) MORE ONEROOF NEIGHBORHOOD CENTERS ARE IN VARYING STAGES OF DEVELOPMENT. 1675834 true true false false false false false false true true true false false false false true false true false false false false false false false false false true false false false false false false false false false false false false false false true false false false false true 13 0 19 true false false false false false false false false false false false false false false X 18 18 false false false false false false false true true false false true true true true true true true false false X JAMIE COX 5742328201 3517 EAST JEFFERSON BLVD SOUTH BEND IN 46615 LAURA JENSEN PRESIDENT/CE 40.00 X X 120633 0 4216 LASHAWNDA FLOWERS V.P. OF FINA 40.00 X 77057 0 12722 MURRAY MILLER DIRECTOR 1.00 X 0 0 0 GARY BENEDIX DIRECTOR 1.00 X 0 0 0 MICHAEL BRANGLE DIRECTOR 1.00 0.00 X 0 0 0 STEVE CAMELLERI DIRECTOR 1.00 X 0 0 0 CHRISTOPHER TODD CUMMINGS PHD DIRECTOR 1.00 X 0 0 0 ANNE FEFERMAN DIRECTOR 1.00 X 0 0 0 RACHEL FULCHER-DAWSON DIRECTOR 1.00 X 0 0 0 KIM GEIGER DIRECTOR 1.00 X 0 0 0 ANTONIUS NORTHERN DIRECTOR 1.00 X 0 0 0 TERRI KOSIK DIRECTOR 1.00 X 0 0 0 CHRISTOPHER MILLER DIRECTOR 1.00 X 0 0 0 GLENDA WILLIAMS DIRECTOR 1.00 X 0 0 0 CHRISTOPHER WINCHELL DIRECTOR 1.00 X 0 0 0 JASON ZOOK DIRECTOR 1.00 X 0 0 0 JESSICA BROOKSHIRE CHAIR 2.00 X X 0 0 0 KIMBERLY GREEN REEVES VICE CHAIR 2.00 X X 0 0 0 GREGORY DANNER TREASURER 2.00 X X 0 0 0 197690 16938 1 false false false 9035 2684016 2459381 5152432 RENTALS TO NEIGHBORHOOD ORGAN 531120 224829 224829 224829 30780 30780 43332 43662 -330 -330 -330 5407711 224829 30450 246335 246335 244909 35342 94361 115206 743720 519193 50286 174241 37530 20573 6247 10710 86852 57353 3406 26093 72823 37285 12175 23363 24152 24152 236 236 125798 50929 43306 31563 113906 70878 4950 38078 4055 4055 162808 136964 14427 11417 1473 145 626 702 32015 4933 6221 20861 40200 20100 10050 10050 200193 196017 2088 2088 PROJECT EXPENSES 261709 261709 EQUIPMENT EXPENSES 39228 16409 3533 19286 SPECIAL EVENTS 14415 342 14073 OTHER DUES, PERMITS, FEES 7087 885 220 5982 11520 442 10322 756 2470964 1675834 290661 504469 557837 5121768 3700887 1702108 516944 429153 24128 29382 7707913 1046518 4490304 6661395 43130 554908 566930 9888138 14510736 1086707 679724 765832 126687 120022 2839649 31353 31353 2003914 3677413 X 7266771 9091639 617453 1741684 7884224 10833323 9888138 14510736 X 2936747 330 12022 X false true X true false X 2443207 3736857 3750997 5818528 5152432 20902021 2443207 3736857 3750997 5818528 5152432 20902021 1218131 19683890 33142 33642 30470 30638 30780 158672 21060693 324592 0.93460 0.95660 X SUPPLEMENTAL INFORMATION LINE 1, COLUMN (D) AND LINE 5 EXCLUDE, AS AN "UNUSUAL GRANT," A ONE-TIME BEQUEST OF 1,726,961. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true X 554908 41143 29121 566930 647446 -64423 28115 554908 509054 164305 25913 647446 498461 35474 24881 509054 499014 23553 24106 498461 1.00000 true false 21684 21684 7032445 866800 6165645 387250 179718 207532 266534 266534 6661395 X 5323554 330 950 12022 13302 5310252 236 97223 97459 5407711 2374455 950 950 2373505 236 97223 97459 2470964 SCHEDULE D, PAGE 2, PART IV, LINE 2B PT IV, LINE 2B: WE PARTICIPATE IN PROJECT LEAD THE WAY, A REGIONAL EDUCATION INITIATIVE WITH THE OBJECTIVE OF PROVIDING ACCESS TO STEM-FOCUSED CURRICULUM TO ALL SCHOOLS IN ST. JOSEPH COUNTY. AS PART OF ITS PARTICIPATION, WE ACT AS FISCAL AGENT FOR THE PROJECT. SCHEDULE D, PAGE 3, PART X WE RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFITS RECOGNIZED IN THE CONSOLIDATED FINANCIAL STATEMENTS FROM SUCH A POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. EXAMPLES OF TAX POSITIONS INCLUDE OUR TAX-EXEMPT STATUS AND POSITIONS RELATED TO POTENTIAL SOURCES OF UNRELATED BUSINESS TAXABLE INCOME. WE HAVE NOT IDENTIFIED ANY UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN, AND THERE ARE NO UNRECOGNIZED TAX BENEFITS RECORDED AS LIABILITIES IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. WE CLASSIFY INTEREST AND PENALTIES, IF ANY, ASSOCIATED WITH UNCERTAIN TAX POSITIONS AS A COMPONENT OF INCOME TAX EXPENSE. THERE WAS NO ACCRUED INTEREST OR ANY PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS AT EITHER JUNE 30, 2023 OR 2022, OR ANY INTEREST OR PENALTIES EXPENSE RELATED TO UNRECOGNIZED TAX BENEFITS FOR THE YEARS THEN ENDED. WE ARE NO LONGER SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE OR THE STATE OF INDIANA FOR YEARS ENDING PRIOR TO JUNE 30, 2020. SCHEDULE D, PAGE 4, PART XI, LINE 2D CHANGE IN VALUE OF BENEFICIAL INTERESTS 12,022 SCHEDULE D, PAGE 4, PART XI, LINE 4B DONOR DESIGNATED CONTRIBUTIONS 97,223 SCHEDULE D, PAGE 4, PART XII, LINE 4B DONOR-DESIGNATED CONTRIBUTIONS PASSED-THROUGH 97,223 true AIDS MINISTRIESAIDS ASSIST OF NORTH INDIANA INC 201 S WILLIAM ST SOUTH BEND IN 46601 351902136 501C3 6739 NUTRITION/LIFE SKILL BOYS & GIRLS OF ST JOSEPH COUNTY 502 E SAMPLE ST SOUTH BEND IN 46601 351329625 501C3 6080 CHILD CARE RESOURCE BROADWAY CHRISTIAN PARISH 1412 S CARROLL ST SOUTH BEND IN 46613 351127662 501C3 7140 FOOD, HOUSING, HEAT CATHOLIC CHARITIES DIOCESE FORT WAYNE SOUTH BEND INC 1817 MIAMI ST SOUTH BEND IN 46613 351038653 501C3 37466 FOOD, HOUSING, HEAT CENTER FOR THE HOMELESS INC 813 SOUTH MICHIGAN ST SOUTH BEND IN 46601 351768544 501C3 16280 HOUSING RESOURCES CLAY UNITED METHODIST CHURCH 17646 CLEVELAND ROAD SOUTH BEND IN 46635 351492077 501C3 16151 FOOD AND HOUSING CULTIVATE CULINARY SCHOOL AND CATERING INC 1403 PRAIRIE AVE SOUTH BEND IN 46601 813306113 501C3 5710 FOOD INSECURITY JOHN GLENN SCHOOL CORPORATION 101 JOHN GLENN DR WALKERTON IN 46574 352083121 501C3 18000 EDUCATION LA CASA DE AMISTAD INC 746 S MEADE ST SOUTH BEND IN 46619 351350013 501C3 9718 VARIOUS PURPOSES REAL SERVICES INC 1151 S MICHIGAN SOUTH BEND IN 46601 351157606 501C3 16573 VARIOUS PURPOSES SOUTH BEND COMMUNITY SCHOOL CORP 215 DR MLK DRIVE SOUTH BEND IN 46601 352113906 501C3 46000 EDUCATION SOUTH BEND HERITAGE FOUNDATION 803 LINCOLNWAY WEST SOUTH BEND IN 46616 237394320 501C3 14922 LITERACY CENTER ST VINCENT DE PAUL SOCIETY OF ST JOSEPH COUNTY 520 CRESCENT AVE SOUTH BEND IN 46617 350863177 501C3 22547 VARIOUS PURPOSES 13 SCHEDULE I, PAGE 1, PART I, LINE 2 GRANTEES ARE REQUIRED TO SUBMIT AN ANNUAL YEAR-TO-DATE VS. BUDGET REVENUE AND EXPENSE REPORT FOR EACH FUNDED PROGRAM. THESE REPORTS ARE REVIEWED BY THE COMMUNITY IMPACT COMMITTEE. GRANTEE OUTCOME MEASURES ARE ALSO REVIEWED BY THE COMMITTEE. FORM 990 - ORGANIZATION'S MISSION UNITED WAY OF ST. JOSEPH COUNTYS MISSION IS TO MOBILIZE THE COMMUNITY TO COLLECTIVELY REDUCE POVERTY BY MOVING PEOPLE FROM A LIFE OF POVERTY TO POSSIBILITY. IN ORDER TO SURROUND THE COMMUNITYS MOST CRITICAL PROBLEM AND FIGHT IT, WE BRING NON-PROFITS TOGETHER. WE KNOW THAT CHANGE DOESNT HAPPEN ALONE SO WE CREATE CHANGE BY BRINGING THE RIGHT PEOPLE TO THE TABLE AND OFFERING A WHOLE-COMMUNITY SOLUTION. TOGETHER, WE ARE STRONGER. FORM 990, PAGE 6, PART VI, LINE 11B PT VI, LINE 11B: THE ENTIRE BOARD WAS PROVIDED A COPY OF THE COMPLETE FORM 990 FOR REVIEW AND APPROVAL PRIOR TO THE FEBRUARY 2024 BOARD MEETING. THE RETURN WAS APPROVED AT THAT MEETING FOR SIGNING AND FILING BY THE BOARD TREASURER. FORM 990, PAGE 6, PART VI, LINE 12C PT VI, LINE 12C: ANNUALLY, EACH DIRECTOR, OFFICER, AND MEMBER OF A COMMITTEE SIGNS A STATEMENT WHICH AFFIRMS SUCH PERSON A) HAS RECEIVED A COPY OF THE CONFLICTS OF INTEREST POLICY; B)HAS READ AND UNDERSTANDS THE POLICY; C) HAS AGREED TO COMPLY WITH THE POLICY; AND D)UNDERSTANDS THE ORGANIZATION IS CHARITABLE AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE AND NATURE OF THE CONFLICT AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF COMMITTEES CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER DISCLOSURE OF THE CONFLICT AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE/SHE SHALL LEAVE THE BOARD OR COMMITTEE MEETING WHILE THE MATTER IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A DISQUALIFYING CONFLICT OF INTEREST EXISTS. THE CHAIRPERSON OF THE BOARD OR COMMITTEE MAY, BUT IS NOT REQUIRED TO, APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER EXERCISING DUE DILIGENCE, THE BOARD OR COMMITTEE SHALL DETERMINE WHETHER THE ORGANIZATION CAN OBTAIN WITH REASONABLE EFFORTS A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT. IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY POSSIBLE UNDER CIRCUMSTANCES NOT PRODUCING A CONFLICT, THE BOARD OR COMMITTEE SHALL DETERMINE BY A MAJORITY VOTE OF THE DISINTERESTED MEMBERS WHETHER THE TRANSACTION OR ARRANGEMENT IS IN THE ORGANIZATION'S BEST INTEREST, FOR ITS OWN BENEFIT, AND WHETHER IT IS FAIR AND REASONABLE. IN CONFORMITY WITH THE ABOVE DETERMINATION, IT SHALL MAKE ITS DECISION AS TO WHETHER TO ENTER INTO THE TRANSACTION OR ARRANGEMENT.IF THE BOARD OR COMMITTEE HAS REASONABLE CAUSE TO BELIEVE A DIRECTOR, OFFICER, OR MEMBER OF A COMMITTEE HAS FAILED TO DISCLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, IT SHALL INFORM THE INDIVIDUAL OF THE BASIS FOR SUCH BELIEF AND AFFORD THE INDIVIDUAL AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE.IF, AFTER HEARING THE INDIVIDUAL'S RESPONSE AND AFTER MAKING FURTHER INVESTIGATION AS WARRANTED BY THE CIRCUMSTANCES, THE BOARD OR COMMITTEE DETERMINES THE INDIVIDUAL HAS FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT SHALL TAKE APPROPRIATE CORRECTIVE ACTION. FORM 990, PAGE 6, PART VI, LINE 15A PT VI, LINE 15A: INDEPENDENT MEMBERS OF THE BOARD EXECUTIVE COMMITTEE DETERMINE COMPENSATION FOR THE PRESIDENT/CEO BASED ON A PERFORMANCE REVIEW AND COMPARABILITY DATE, THEN SUBMITS TO THE BOARD FOR APPROVAL. THIS WAS LAST PERFORMED IN JUNE 2022. PT VI, LINE 15B: THE PRESIDENT/CEO DETERMINES COMPENSATION FOR OTHER PERSONNEL. FORM 990, PAGE 6, PART VI, LINE 19 PT VI, LINE 19: THE ORGANIZATION MAKES ITS GOVERNING INSTRUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9 CHANGE IN BENEFICIAL INTEREST 12,022 ONE ROOF ST JOSEPH COUNTY LLC 3517 E JEFFERSON BLVD SOUTH BEND IN 46615 881567528 PROPERTY IN UNITED WAY ONE ROOF ST JOE COUNTY SE LLC 3517 E JEFFERSON BLVD SOUTH BEND IN 46615 883045358 PROPERTY IN 2593738 9885741 UNITED WAY ONE ROOF ST JOE COUNTY MISHAWAKA 3517 E JEFFERSON BLVD SOUTH BEND IN 46615 PROPERTY IN 241437 750000 UNITED WAY ONE ROOF ST JOE COUNTY NORTHWEST 3517 E JEFFERSON BLVD SOUTH BEND IN 46615 PROPERTY IN 622200 622200 UNITED WAY