2024-05-14T10:44:31-05:00 2023-06-30 350905017 WHITINGER & COMPANY LLC 1100 W WHITE RIVER BLVD MUNCIE IN 473033776 990 2022-07-01 350996148 HEART OF INDIANA UNITED WAY INC HEAR 7652885586 400 N HIGH STREET SUITE 300 MUNCIE IN 47305 JENNIFER MARSH PRESIDENT AND CEO 7652885586 2024-05-10 1 JENNIFER MARSH 999009999 1 JOHN D MARTIN CPA P00321694 7652843384 2024-05-10 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JENNIFER MARSH 400 N HIGH STREET SUITE 300 MUNCIE IN 47305 3383441 0 X WWW.HEARTOFINDIANAUNITEDWAY.ORG X 1925 IN SEE ATTACHED SCHEDULE O 17 17 22 400 0 0 3136161 2420698 50089 0 178018 30498 171367 193714 3535635 2644910 1677500 1112427 0 0 876970 871296 0 0 278552 1700362 839043 4254832 2822766 -719197 -177856 5441622 5340430 1633530 1505030 3808092 3835400 WE IMPROVE LIVES BY MOBILIZING THE CARING POWER OF OUR COMMUNITIES WHILE CREATING A CULTURE OF GIVING, ADVOCATING, AND VOLUNTEERING. 0 0 2268447 1112427 55128 HEART OF INDIANA UNITED WAY (UW) UNITES DONORS, VOLUNTEERS, AND ADVOCATES TO FIGHT FOR THE EDUCATION, FINANCIAL STABILITY AND HEALTH OF EVERY PERSON IN EVERY COMMUNITY. ACROSS DELAWARE, FAYETTE, HENRY, MADISON, AND RANDOLPH COUNTIES, OVER 40% OF ALL HOUSEHOLDS STRUGGLE. MANY ARE WORKING YET LIVING ONE CRISIS AWAY FROM SLIDING INTO POVERTY. THROUGH GRANTS AND DIRECT SERVICE PROGRAMS, UW POSITIVELY IMPACTS THE QUALITY OF LIFE FOR ALL WHO RESIDE IN THE HEART OF INDIANA. UW IDENTIFIES GAPS IN SERVICES AND ALIGNS EFFORTS WITH PROVEN PROGRAMS AND PARTNERS TO ADDRESS THOSE GAPS. THROUGH THIS APPROACH, UW NOT ONLY MEETS IMMEDIATE NEEDS, BUT ALSO ATTACKS ROOT CAUSES TO PREVENT FUTURE PROBLEMS. 2268447 1 1 0 0 0 0 0 0 0 1 1 1 0 1 1 0 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 10 0 1 22 1 0 0 0 0 0 0 0 0 0 0 0 0 X 17 17 0 0 0 0 1 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IN X X JENNIFER MARSH 7652885586 400 N HIGH STREET SUITE 300 MUNCIE IN 47305 MATT KELSEY CHAIR 1.00 X X 0 0 0 BEKAH SNYDER LOGAN VICE CHAIR 1.00 X X 0 0 0 ALISA WELLS SECRETARY 1.00 X X 0 0 0 JENNIFER DUDLEY TREASURER 1.00 X X 0 0 0 SCOTT DEETZ PAST CHAIR 1.00 X X 0 0 0 BMARK BOEHMER DIRECTOR 1.00 X 0 0 0 TREVA BOSTIC DIRECTOR 1.00 X 0 0 0 GREG BRAMWELL DIRECTOR 1.00 X 0 0 0 KEVIN ECKERTY DIRECTOR 1.00 X 0 0 0 JENNIFER GIBSON DIRECTOR 1.00 X 0 0 0 TONY HARVEY DIRECTOR 1.00 X 0 0 0 BETSY MILLS DIRECTOR 1.00 X 0 0 0 SUSANA RIVERA-MILLS DIRECTOR 1.00 X 0 0 0 OBADIAH SMITH DIRECTOR 1.00 X 0 0 0 DANIEL STALLINGS DIRECTOR 1.00 X 0 0 0 TYRONE THOMAS DIRECTOR 1.00 X 0 0 0 KEVIN WOHELER DIRECTOR 1.00 X 0 0 0 JENNIFER MARSH PRESIDENT & CEO 40.00 X 115272 0 18758 115272 0 18758 1 0 0 0 0 2420698 1049 2420698 86247 86247 629936 683558 2127 -53622 -2127 -55749 -55749 70553 52846 17707 17707 CHANGE IN BENEFICIAL INTEREST AT 900099 134643 134643 MISCELLANEOUS INCOME 900099 41364 41364 176007 2644910 0 0 224212 1112427 1112427 135138 69731 31447 33960 507610 261946 118126 127538 40144 22465 9284 8395 134042 101478 17165 15399 54362 30660 11381 12321 34781 23651 5565 5565 22268 22268 119514 84720 6243 28551 26706 16396 1237 9073 57381 38396 8702 10283 7853 5459 1197 1197 48980 33593 8235 7152 10254 7380 204 2670 30693 29499 457 737 25189 25189 8133 3590 3698 845 11195 7613 1791 1791 GRANT EXPENSE 237842 237842 CAMPAIGN EVENTS & PROG 122054 112570 9484 MISCELLANEOUS 50912 50890 11 11 DUES AND SUBSCRIPTIONS 25288 18141 3567 3580 2822766 2268447 275767 278552 637052 1017301 205180 81254 533587 426601 111408 54974 39190 26513 198515 72035 136739 126480 2199475 1870193 694756 745491 884235 991623 5441622 5340430 277318 100875 1356212 1323582 0 80573 1633530 1505030 X 2521915 2524465 1286177 1310935 3808092 3835400 5441622 5340430 -177856 205164 0 X X 0 1 X 1 0 X 1478068 2972427 1246428 3136161 2420698 11253782 1478068 2972427 1246428 3136161 2420698 11253782 1119694 10134088 33265 34852 38080 70104 86247 262548 14478 8286 374846 98553 176007 672170 12188500 79657 0.83140 0.83790 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 918763 71825 68026 111947 946667 708132 454323 -28076 215616 918763 571801 166546 30215 708132 584516 8286 21001 571801 596911 100 14226 26721 584516 0.96292 0.03708 1 0 23493 23493 117287 23234 94053 57735 48801 8934 126480 COMMUNITY FOUNDATION STABILIZATION FUND 745491 F 745491 BENEFICIAL INTEREST IN ASSETS HELD 911563 DEPOSITS 200 OPERATING LEASE RIGHT OF USE ASSETS 79860 991623 OPERATING LEASE LIABILITIES 80573 80573 2834128 205164 67846 273010 2561118 22268 61524 83792 2644910 2806820 67846 67846 2738974 22268 61524 83792 2822766 PART V, LINE 4: HEART OF INDIANA UNITED WAY, INC. COMPLIES WITH FINANCIAL STATEMENT REPORTING REQUIREMENTS AND RECOGNIZES ITS RIGHT TO ASSETS HELD BY A RECIPIENT ORGANIZATION AS A BENEFICIAL INTEREST. ASSETS ARE MAINTAINED, ON BEHALF OF THE UNITED WAY OF DELAWARE COUNTY, BY A COMMUNITY FOUNDATION. FUNDS WITH THE FOUNDATION ARE GOVERNED BY A DESIGNATED ENDOWMENT AGREEMENT. UNDER THE TERMS OF THE AGREEMENT, THE UNITED WAY OF DELAWARE COUNTY IS SPECIFIED AS THE BENEFICIARY OF EARNINGS AS DETERMINED BY THE FOUNDATION'S DISTRIBUTION POLICY. THE FOUNDATION HAS RETAINED VARIANCE AUTHORITY OVER THE FUNDS. DISTRIBUTIONS FROM THE FUNDS ARE UNRESTRICTED. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE RECLASSIFICATION 52,846. IN-KIND SERVICES 15,000. PART XI, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGINATED CONTRIBUTIONS 61,524. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE RECLASSIFICATION 52,846. IN-KIND SERVICES 15,000. PART XII, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGINATED DISTRIBUTIONS 61,524. DONOR DESIGNATED DISTRIBUTIONS THE RETURN INCLUDES DESIGNATED FUNDS AS CONTRIBUTIONS TO THE ORGANIZATION IN ORDER TO BE IN COMPLIANCE WITH THE UNITED WAY OF AMERICA "IMPLEMENTATION REQUIREMENTS FOR MEMBERSHIP STANDARD A, TAX EXEMPT STATUS & IRS FORM 990 REPORTING REQUIREMENTS". THE REPORTING OF DONOR DESIGNATED OR AGENCY TRANSACTIONS AS REVENUE AND EXPENSES ARE PROHIBITED BY GAAP FOR AUDITED FINANCIAL STATEMENTS. THE UNITED WAY OF AMERICA "IMPLEMENTATION REQUIREMENTS FOR MEMBERSHIP STANDARD A, TAX EXEMPT STATUS AND IRS FORM REPORTING REQUIREMENTS" REQUIRES DESIGNATED OR AGENCY TRANSACTIONS TO BE INCLUDED AS FORM 990 REVENUE AND EXPENSE TO REFLECT THE TRANSPARENCY OF THE TRANSACTIONS WITHIN THE ORGANIZATION. GOLF OUTING 50600 50600 34158 OTHER CAMPAIGN EVENTS 19953 19953 18688 70553 70553 52846 52846 17707 1 A BETTER WAY 806 W JACKSON STREET MUNCIE IN 47308 350868081 501(C)(3) 26600 0 FUNDING ALLOCATION ALTERNATIVES INC P O BOX 1302 ANDERSON IN 460151302 310986769 501(C)(3) 27400 0 FUNDING ALLOCATION ANDERSON HOUSING AUTHORITY 528 W 11TH STREET ANDERSON IN 46016 351954403 501(C)(3) 16400 0 FUNDING ALLOCATION ANDERSON IMPACT CENTER 630 NICHOL AVE ANDERSON IN 46016 900521040 501(C)(3) 30700 0 FUNDING ALLOCATION BALL STATE UNIVERSITY FOUNDATION 2800 W BETHEL AVENUE MUNCIE IN 47304 356024566 501(C)(3) 28240 0 FUNDING ALLOCATION BOWEN CENTER 2621 E JEFFERSON ST WARSAW IN 46581 351057889 501(C)(3) 9840 0 FUNDING ALLOCATION BOYS & GIRLS CLUBS OF MUNCIE PO BOX 820 MUNCIE IN 47308 350869060 501(C)(3) 69240 0 FUNDING ALLOCATION CHRISTIAN MINISTRIES OF DELAWARE COUNTY INC PO BOX 1088 MUNCIE IN 47305 311179990 501(C)(3) 11840 0 FUNDING ALLOCATION DELAWARE COUNTY CASA PROGRAM 3412 W KILGORE AVENUE MUNCIE IN 47304 351886373 501(C)(3) 14760 0 FUNDING ALLOCATION FAYETTE COUNTY COMMUNITY VOICES P O BOX 928 CONNERSVILLE IN 47331 821713312 501(C)(3) 24600 0 FUNDING ALLOCATION FIREFLY CHILDREN AND FAMILY ALLIANCE 1575 DR MARTIN LUTHER KING JR ST INDIANAPOLIS IN 46202 351061264 501(C)(3) 67903 0 FUNDING ALLOCATION GRACE HORIZON (STRIPPED LOVE) 802 E 5TH ST STE 8 ANDERSON IN 46012 464053749 501(C)(3) 22500 0 FUNDING ALLOCATION HOME SAVERS OF DELAWARE COUNTY PO BOX 89 MUNCIE IN 47308 351923351 501(C)(3) 8200 0 FUNDING ALLOCATION HOPE HENRY CO CHILD CARE NETWORK P O BOX 915 NEW CASTLE IN 47362 270663407 501(C)(3) 34800 0 FUNDING ALLOCATION HOUSE OF RUTH 322 SUMMIT AVENUE CONNERSVILLE IN 47331 204798593 501(C)(3) 16400 0 FUNDING ALLOCATION HUFFER MEMORIAL CHILDREN'S CENTER 2000 N ELGIN STREET MUNCIE IN 47308 351275252 501(C)(3) 67600 0 FUNDING ALLOCATION LITTLE RED DOOR CANCER AGENCY 1801 N MERIDIAN ST INDIANAPOLIS IN 46202 350914096 501(C)(3) 24600 0 FUNDING ALLOCATION MADISON PARK CHURCH 6607 PROVIDENCE DRIVE ANDERSON IN 46013 356005926 501(C)(3) 55300 0 FUNDING ALLOCATION MEALS ON WHEELS 2401 W UNIVERSITY AVENUE MUNCIE IN 47308 237160756 501(C)(3) 12300 0 FUNDING ALLOCATION MOTIVATE OUR MINDS INC PO BOX 384 MUNCIE IN 47308 351734264 501(C)(3) 8200 0 FUNDING ALLOCATION MUNCIE MISSION MINISTRIES PO BOX 2349 MUNCIE IN 473070349 350869061 501(C)(3) 24600 0 FUNDING ALLOCATION MUNCIE OUTREACH 310 E CHARLES STREET MUNCIE IN 47305 463729237 501(C)(3) 20500 0 FUNDING ALLOCATION PATHSTONE HOUSING CORP-DELAWARE COUNTY THRIVE 1917 W ROYAL DRIVE MUNCIE IN 47304 160984913 501(C)(3) 158500 0 FUNDING ALLOCATION PROJECT LEADERSHIP DELAWARE COUNTY 2500 N ELGIN STREET MUNCIE IN 47303 311117791 501(C)(3) 34800 0 FUNDING ALLOCATION SECOND HARVEST FOOD BANK OF EAST CENTRAL INDIANA 6621 OLD STATE ROAD 3 MUNCIE IN 47308 311111795 501(C)(3) 35400 0 FUNDING ALLOCATION SOUTH MERIDIAN CHURCH OF GOD 2402 MERIDIAN ST ANDERSON IN 46016 356064030 501(C)(3) 8200 0 FUNDING ALLOCATION UNITED DAYCARE CENTER 312 S VINE STREET MUNCIE IN 47308 350868143 501(C)(3) 67600 0 FUNDING ALLOCATION YOUNG MENS CHRISTIAN ASSOCIATION 500 S MULBERRY STREET MUNCIE IN 47308 350868215 501(C)(3) 67600 0 FUNDING ALLOCATION YWCA 310 W CHARLES STREET MUNCIE IN 47305 350868225 501(C)(3) 26600 0 FUNDING ALLOCATION PART I, LINE 2: ANNUALLY, UNITED WAY OF DELAWARE, HENRY AND RANDOLPH COUNTIES' (UW) GRANTEES ARE REQUIRED TO SUBMIT A FULL REPORT INCLUDING MEASURABLE OUTCOMES AS WELL AS A FULL ACCOUNTING OF EXPENDITURES. FUNDED PARTNERS ARE ALSO REQUIRED TO PROVIDE QUARTERLY SUCCESS STORIES THAT ILLUSTRATE CLIENTS' SUCCESSES BECAUSE OF UW FUNDED PROGRAMS. COVID-19 GRANT RECIPIENTS ARE REQUIRED TO SUBMIT A SIMPLE REPORT DETAILING THE WORK ACCOMPLISHED BECAUSE OF THE GRANT AND HOW MANY PEOPLE WERE SERVED. RECIPIENTS ARE ALSO REQUIRED TO SHARE A SUCCESS STORY MADE POSSIBLE BECAUSE OF THE GRANT. FORM 990, PART I, LINE 1, ORGANIZATION'S MISSION: WE ENGAGE THE COMMUNITY TO IMPROVE LIVES BY FOCUSING RESOURCES ON EDUCATION, INCOME, AND HEALTH. FORM 990, PART VI, SECTION A, LINE 6 BY-LAWS STATE THAT MEMBERSHIP SHALL CONSIST OF ONLY THE MEMBERSHIP OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT COPY OF THE FORM 990 WAS PROVIDED TO THE GOVERNING BODY PRIOR TO FILING THE FINAL FORM 990. BOARD MEMBERS REVIEWED THE FORM 990 FOR ACCURACY PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST STATEMENTS ARE SIGNED ANNUALLY BY ALL BOARD MEMBERS AND EMPLOYEES. BOARD MEMBERS ARE NOT ALLOWED TO VOTE ON ANY ISSUES IN WHICH THEY HAVE OR MAY APPEAR TO HAVE A CONFLICT OF INTEREST. EACH BOARD MEMBER DISCLOSES ANY OTHER BOARD POSITIONS HELD PRIOR TO VOTING. FORM 990, PART VI, SECTION B, LINE 15 OFFICERS AND KEY EMPLOYEES' PERFORMANCE APPRAISALS ARE DETERMINED BY A SPECIAL COMMITTEE MADE UP OF BOARD MEMBERS. COMPENSATION IS BASED ON OVERALL JOB PERFORMANCE AND BENCHMARKS DETERMINED BY THE BOARD. PAY SCALES ARE BASED ON SIMILAR POSITIONS AND PERFORMANCE STANDARDS IN THE NOT-FOR-PROFIT SECTOR. THE EXECUTIVE DIRECTOR PERFORMS EMPLOYEE PERFORMANCE APPRAISALS FOR ALL OTHER EMPLOYEES OF THE ORGANIZATION. ALL PAY RAISES AND BENEFIT PACKAGES ARE APPROVED BY THE BOARD PRIOR TO IMPLEMENTATION. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION'S FORM 990 IS AVAIABLE UPON REQUEST AND ALSO ONLINE AT WWW.GUIDESTAR.ORG. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT PROCESS. FORM 990, PART V, LINES 7G AND 7H: THE ORGANIZATION HAD NO CONTRIBUTIONS OF INTELLECTUAL PROPERTY, CARS, BOATS, AIRPLANES, OR OTHER VEHICLES.