2025-04-03T17:07:56-04:00 2024-06-30 352072184 DWC CPAS LLC 3454 DOUGLAS RD SOUTH BEND IN 46635 990 2023-07-01 351063368 UNITED WAY OF ST JOSEPH COUNTY INC UNIT 5742328201 3517 EAST JEFFERSON BOULEVARD SOUTH BEND IN 46615 KIMBERLY GREEN REEVES CHAIR 5742328201 2025-03-16 true true BRADLEY J FETHEROLF CPA P01766977 5742339366 2025-03-31 2023 2025-03-06 01:10:19Z JAMES COX 3517 EAST JEFFERSON BLVD SOUTH BEND IN 46615 3383792 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. 16 16 20 259 0 5152432 3087409 224829 73889 30450 204839 5489 5407711 3371626 246335 574489 0 1185834 1055163 0 370841 1038795 1002507 2470964 2632159 2936747 739467 14510736 14398514 3677413 2794432 10833323 11604082 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 1158925 574489 73889 COMMUNITY IMPACT - THE FOCUS OF COMMUNITY IMPACT IS TO ADDRESS THE NEEDS OF ALICE (ASSETS LIMITED, INCOME CONSTRAINED, AND EMPLOYED) - ALSO KNOWN AS FAMILIES WHO LIVE PAYCHECK TO PAYCHECK. BY CONCENTRATING ON KEEPING THESE FAMILIES FROM ENTERING THE WELFARE SYSTEM, WE STABILIZE FAMILIES, BUSINESSES, AND THE COMMUNITY. WE ALSO PROVIDE CRITICAL RESOURCES FOR EARLY LEARNING, YOUTH SUCCESS, AND ESSENTIAL NEEDS ACROSS MORE THAN 25 NONPROFIT PARTNERS. IN ADDITION, UWSJC SEEKS AND LEVERAGES FUNDING FOR PRE-K CAMPS DURING THE SUMMER BEFORE ENTERING KINDERGARTEN, UTILITY ASSISTANCE, FOOD INSECURITY, RESOURCE ACCESSIBILITY, AND OUR GENERAL EMERGENCY FOOD AND SHELTER FUND. 109791 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. 623816 ONEROOF ST. JOE COUNTY - A SERIES OF FACILITIES DESIGNED TO HOUSE A MULTITUDE OF CRITICAL HUMAN SERVICES UNDER ONE ROOF WITHIN A NEIGHBORHOOD THAT IS HIGHLY SUSCEPTIBLE TO SOCIOECONOMIC CHALLENGES, THE CURRENT SOUTHEAST NEIGHBORHOOD CENTER HAS BEEN OPERATING FOR 20 MONTHS. THE MISHAWAKA NEIGHBORHOOD CENTER IS HALFWAY THROUGH CONSTRUCTION AND WILL OPEN IN CALENDAR YEAR 2025. OUR CENTERS HOST MENTAL HEALTHCARE, CHILDCARE, FAMILY SERVICES, SENIOR SERVICES, WIC, AND PROGRAMS DESIGNED TO IMPROVE PARENT INTERACTION WITH CHILDREN IN A LEARNING SETTING. 1892532 true true false false false false false false true true true false false false false true false true false false false false false false true false false true false false false false false false false false false false false false false false true false false false false true 10 0 20 true false false false false false false false false false false false false false false X 16 16 false false false false false false false true true false false true true true true true true true false false X JAMES COX 5742328201 3517 EAST JEFFERSON BLVD SOUTH BEND IN 46615 MARK HERRIMAN INTERIM CEO 40.00 X X 102293 0 3164 JAMES COX PRESIDENT/CE 40.00 X 0 0 0 LAURA JENSEN PRESIDENT/CE 40.00 X 64077 0 1982 LASHAWNDA FLOWERS V.P. OF FINA 40.00 X 72096 0 2230 MURRAY MILLER DIRECTOR 1.00 X 0 0 0 MICHAEL BRANGLE DIRECTOR 1.00 X 0 0 0 STEVE CAMELLERI DIRECTOR 1.00 X 0 0 0 CHRISTOPHER TODD CUMMINGS PHD DIRECTOR 1.00 X 0 0 0 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 CHRISTOPHER WINCHELL DIRECTOR 1.00 X 0 0 0 JASON ZOOK DIRECTOR 1.00 X 0 0 0 JESSICA BROOKSHIRE DIRECTOR 1.00 X 0 0 0 RACHEL FULCHER-DAWSON COMMUNITY IM 2.00 X X 0 0 0 KIMBERLY GREEN REEVES CHAIR 2.00 X X 0 0 0 ANNE FEFERMAN VICE CHAIR 2.00 X X 0 0 0 TARA ANTONUCCI GOVERNANCE 2.00 X X 0 0 0 238466 7376 1 false false false 10022 5520 1464192 1607675 3087409 RENTALS TO NEIGHBORHOOD ORGAN 531120 73889 73889 73889 204839 204839 17655 5520 12166 5489 3371626 73889 204839 574489 574489 232637 32569 90728 109340 633777 458166 59857 115754 33513 11231 5499 16783 90433 50610 6547 33276 64803 33159 12339 19305 14975 14975 99281 35869 51706 11706 74498 45173 5692 23633 3612 3612 178258 152396 14699 11163 1389 459 439 491 8214 5080 1215 1919 31164 15582 7791 7791 239835 235799 2018 2018 PROJECT EXPENSES 264198 212823 51375 EQUIPMENT EXPENSES 34866 14616 8693 11557 RECRUITING FEES 20925 20925 MISCELLANEOUS 11095 11089 3 3 20197 3422 10673 6102 2632159 1892532 368786 370841 5121768 401001 1702108 4776209 429153 324277 29382 46429 9538730 1286353 6661395 8252377 566930 598221 14510736 14398514 679724 1256055 126687 116776 2839649 1421601 31353 3677413 2794432 X 9091639 10556880 1741684 1047202 10833323 11604082 14510736 14398514 X 739467 31292 X false true X true true true X 3736857 3750997 5818528 5152432 3087409 21546223 3736857 3750997 5818528 5152432 3087409 21546223 1257781 20288442 33642 30470 30638 30780 204839 330369 21876592 335884 0.92740 0.93460 X SUPPLEMENTAL INFORMATION LINE 1, COLUMN (B) 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 566930 61141 29850 598221 554908 41143 29121 566930 647446 -64423 28115 554908 509054 164305 25913 647446 498461 35474 24881 509054 1.00000 true false 21684 21684 7066412 1082390 5984022 394128 203963 190165 2056506 2056506 8252377 X 3344073 1704 43458 45162 3298911 72715 72715 3371626 2573314 1704 12166 13870 2559444 72715 72715 2632159 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 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 THE 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 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, 2024 OR 2023 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 PRIOR TO JUNE 30, 2021. SCHEDULE D, PAGE 4, PART XI, LINE 2D CHANGE IN VALUE OF BENEFICIAL INTERESTS 31,292 EVENT EXPENSES 12,166 SCHEDULE D, PAGE 4, PART XI, LINE 4B DONOR DESIGNATED CONTRIBUTIONS 72,715 SCHEDULE D, PAGE 4, PART XII, LINE 2D EVENT EXPENSES 12,166 SCHEDULE D, PAGE 4, PART XII, LINE 4B DONOR-DESIGNATED CONTRIBUTIONS PASSED-THROUGH 72,715 GOLF OUTING 23175 5520 17655 3120 4380 4666 23175 5520 17655 3120 4380 4666 12166 5489 true AIDS MINISTRIESAIDS ASSIST OF NORTH INDIANA INC 201 S WILLIAM ST SOUTH BEND IN 46601 351902136 501C3 8962 NUTRITION/LIFE SKILL BOYS & GIRLS OF ST JOSEPH COUNTY 502 E SAMPLE ST SOUTH BEND IN 46601 351329625 501C3 8603 CHILD CARE RESOURCE BROADWAY CHRISTIAN PARISH 1412 S CARROLL ST SOUTH BEND IN 46613 351127662 501C3 5076 FOOD, HOUSING, HEAT CATHOLIC CHARITIES DIOCESE FORT WAYNE SOUTH BEND INC 1817 MIAMI ST SOUTH BEND IN 46613 351038653 501C3 40674 FOOD, HOUSING, HEAT CENTER FOR THE HOMELESS INC 813 SOUTH MICHIGAN ST SOUTH BEND IN 46601 351768544 501C3 44926 HOUSING RESOURCES CLAY UNITED METHODIST CHURCH 17646 CLEVELAND ROAD SOUTH BEND IN 46635 351492077 501C3 11235 FOOD AND HOUSING EL CAMPITO INC 1024 THOMAS ST SOUTH BEND IN 46601 351438892 501C3 13900 VARIOUS PURPOSES GREEN BRIDGE GROWERS 938 RIVERSIDE DR SOUTH BEND IN 46616 462689544 501C3 27333 SEEDS PROJECT HOPE MINISTRIES 432 S LAFAYETTE BLVD SOUTH BEND IN 46601 351038532 501C3 92748 VARIOUS PURPOSES LA CASA DE AMISTAD INC 746 S MEADE ST SOUTH BEND IN 46619 351350013 501C3 86942 VARIOUS PURPOSES LOGAN COMMUNITY RESOURCES 2505 E JEFFERSON BLVD SOUTH BEND IN 46615 350965639 501C3 20511 VARIOUS OAKLAWN FOUNDATION FOR MENTAL HEALTH 415 E MADISON SOUTH BEND IN 46617 351070041 501C3 6125 VARIOUS PURPOSES REAL SERVICES INC 1151 S MICHIGAN SOUTH BEND IN 46601 351157606 501C3 21101 VARIOUS PURPOSES REINS OF LIFE INC 5520 QUNCE RD SOUTH BEND IN 46619 310945572 501C3 15465 SCHOOL PROGRAM SBSC RIVERBEND CANCER SERVICES 3516 E JEFFERSON BLVD SOUTH BEND IN 46615 350872359 501C3 9951 VARIOUS PURPOSES SOUTH BEND HERITAGE FOUNDATION 803 LINCOLNWAY WEST SOUTH BEND IN 46616 237394320 501C3 18601 LITERACY CENTER ST MARGARET'S HOUSE 117 NORTH LAFAYETTE SOUTH BEND IN 46601 351913328 501C3 17741 VARIOUS ST VINCENT DE PAUL SOCIETY OF ST JOSEPH COUNTY 520 CRESCENT AVE SOUTH BEND IN 46617 350863177 501C3 26653 VARIOUS PURPOSES UNITED HEALTH SERVICES 3910 MAIN ST STE 9 MAIL UNIT 10 GRANGER IN 46530 351118647 501C3 6500 VARIOUS PURPOSES UPPER ROOM RECOVERY COMMUNITY 333 N MAIN ST SOUTH BEND IN 46601 460590500 501C3 10147 SUBSTANCE ABUSE YOUTH SERVICE BUREAU OF ST JOSEPH COUNTY INC 2222 LINCOLNWAY WEST SOUTH BEND IN 46628 311174910 501C3 36215 VARIOUS PURPOSES GLBT RESOURCE CENTER 251 E SAMPLE ST SOUTH BEND IN 46601 203906347 501C3 10000 REBUILDING TOGETHER ST JOSEPH CO 803 LINCOLNWAY W SOUTH BEND IN 46616 351939069 501C3 10000 THE MUSIC VILLAGE 333 S MICHIGAN ST SOUTH BEND IN 46601 454731919 501C3 10000 UNITED RELIGIOUS COMMUNITY 501 N MAIN ST SOUTH BEND IN 46601 350942621 501C3 15080 25 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 MARCH 2025 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 OCTOBER 2024. 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 VALUE OF BENEFICIAL INTERESTS 31,292 EVENT EXPENSES 12,166 DONOR DESIGNATED CONTRIBUTIONS -72,715 EVENT EXPENSES -12,166 DONOR-DESIGNATED CONTRIBUTIONS PASSED-THROUGH 72,715 CHANGE IN BENEFICIAL INTEREST 0 TOTAL 31,292 ONE ROOF ST JOSEPH COUNTY LLC 3517 E JEFFERSON BLVD SOUTH BEND IN 46615 881567528 PROPERTY IN 2500 UNITED WAY ONE ROOF ST JOE COUNTY SE LLC 3517 E JEFFERSON BLVD SOUTH BEND IN 46615 883045358 PROPERTY IN 1088287 10545267 UNITED WAY ONE ROOF ST JOE COUNTY MISHAWAKA 3517 E JEFFERSON BLVD SOUTH BEND IN 46615 PROPERTY IN 539475 269943 UNITED WAY ONE ROOF ST JOE COUNTY NORTHWEST 3517 E JEFFERSON BLVD SOUTH BEND IN 46615 PROPERTY IN 601118 UNITED WAY