2025-05-15T10:04:44-04:00 2024-06-30 043587095 ESTEP BURKEY SIMMONS LLC PO BOX 42 MUNCIE IN 473080042 990 2023-07-01 237220922 UNITED WAY OF MARSHALL COUNTY INC UNIT 5749363366 PO BOX 392 PLYMOUTH IN 46563 LINDA YODER EXECUTIVE DIRECTOR 5749363366 2025-05-15 true false THOMAS A ROBERTS P00997867 7652847554 2025-05-15 2023 2025-03-06 01:10:19Z GINNY MUNROE PO BOX 392 PLYMOUTH IN 46563 1673809 false X WWW.MARSHALLCOUNTYUW.ORG X 1960 IN UNITED WAY OF MARSHALL COUNTY, INC. SERVES AS A LINK BETWEEN DONORS AND THE COMMUNITY OF MARSHALL COUNTY, INDIANA THROUGH WHICH INDIVIDUALS AND ORGANIZATIONS MAY SHARE THEIR RESOURCES IN ORDER TO ENHANCE THE QUALITY OF LIFE. UNITED WAY IS LOCALLY OWNED AND LOCALLY GOVERNED AND IS SUPPORTED PRIMARILY THROUGH DONOR CONTRIBUTIONS AND FUNDRAISING ACTIVITIES. 6 6 9 60 0 436760 1128920 1702 178 90 17747 3686 5234 442238 1152079 283038 553973 0 126918 88712 0 89032 82537 125711 492493 768396 -50255 383683 866299 1332570 223196 292166 643103 1040404 X TO IMPROVE LIVES BY MOBILIZING THE CARING POWER OF MARSHALL COUNTY COMMUNITIES TO ADVANCE THE COMMON GOOD, HELPING FAMILIES AND INDIVIDUALS ACHIEVE THEIR FULL POTENTIAL THROUGH EDUCATION, FINANCIAL STABILITY AND HEALTHY LIVES. false false 94160 28909 178 THE UNITED WAY OF MARSHALL COUNTY, INC. CONDUCTS COUNTY-WIDE FUNDRAISING EFFORTS ANNUALLY TO SUPPORT OTHER LOCAL AGENCIES AND SERVICE PROVIDERS THAT ADDRESS HEALTH AND HUMAN SERVICES NEEDS IN MARSHALL COUNTY, INDIANA. THE ORGANIZATION IS DEDICATED TO PROVIDING FUNDS FOR CHARITABLE, EDUCATIONAL, AND PHILANTHROPIC PURPOSES. 25655 25655 THE UNITED WAY OF MARSHALL COUNTY, INC. RECEIVED GRANTS AND DONATIONS IN RESPONSE TO AN OVERWHELMING NEED FOR DISASTER RELIEF. 443493 443493 UNITED WAY OF MARSHALL COUNTY FORMED THE MARSHALL COUNTY EARLY CHILDHOOD COALITION AND RECEIVED CAPACITY-BUILDING GRANTS TO SUPPORT SEVEN CHILDCARE PROVIDERS INCLUDING PUBLIC SCHOOLS, CENTERS, AND HOME-BASED PROGRAMS IN PROVIDING MORE SEATS FOR HIGH QUALITY PRESCHOOL THROUGH THE ON MY WAY PRE-K PROGRAM. 55916 55916 THE UNITED WAY OF MARSHALL COUNTY RECEIVED A GRANT TO ADVANCE EFFORTS AND FURTHER DEVELOP STRATEGIC PARTNERSHIPS AND COLLABORATIONS ON KEY ISSUES IN EDUCATION TO SUPPORT LIFELONG LEARNING AND IMPACT ON SUCCESSFUL FAMILIES, AND HEALTHY COMMUNITIES, IN INCOME THAT WILL HELP LOCAL FAMILIES INCREASE AVAILABLE INCOME; AND IN HEALTH THAT WILL IMPROVE EDUCATION AND ACCESS TO INFORMATION AND SERVICES RELATED TO NUTRITION AND WELLNESS. 55916 55916 619224 true true false false false false false false false true true false false false true true true false false false false false false false false false false true false false false false false false false false false false false false false false false false false false false true 3 0 9 true false false false false false true true false false false false false false X 6 6 false false false false false false false true true false false true true true true true true true true false IN X LINDA YODER 5749363366 PO BOX 392 PLYMOUTH IN 46563 GINNY MUNROE PRESIDENT 1.00 X X 0 0 0 TRACY FOX VICE PRESIDE 1.00 X X 0 0 0 AUSTIN DAVIS SECRETARY/TR 1.00 X X 0 0 0 KEVIN BOYER DIRECTOR 1.00 X 0 0 0 STEPHEN BOYER DIRECTOR 1.00 X 0 0 0 ROGER ECKER DIRECTOR 1.00 X 0 0 0 LINDA YODER EXECUTIVE DI 16.00 X 42782 0 0 42782 false false false 1128920 1128920 SERVICE FEES 178 178 178 8976 8976 530501 521730 8771 8771 8771 5234 5234 5234 1152079 17925 5234 553973 553973 42782 13562 16129 13091 45930 14560 17315 14055 4526 4526 4500 4500 2001 2001 1893 1893 3329 1055 1255 1019 13388 4244 5047 4097 3325 3325 2364 750 891 723 CAMPAIGN EXPENSE 72963 16847 3389 52727 DUES & SUBSCRIPTIONS 10851 3440 4091 3320 PROV.FOR UNCOLL. PLEDGES 5575 5575 EQUIPMENT REPAIRS 509 509 487 487 768396 619224 60140 89032 527695 908008 62440 128251 6594 10129 10129 269570 296311 866299 1332570 44605 127091 178591 165075 223196 292166 X 262239 630281 380864 410123 643103 1040404 866299 1332570 X 383683 13618 X false true X true false X 1152134 434082 417700 436760 1128920 3569596 1152134 434082 417700 436760 1128920 3569596 345955 3223641 900 900 5340 3060 5234 15434 3585030 39994 0.89920 0.86460 X PART II, LINE 10 10,200 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 195572 20302 215874 193581 1991 195572 240260 -32747 13932 193581 209007 49402 18149 240260 228149 -3007 16135 209007 1.00000 true false 10129 10129 LONG-TERM DESIGNATIONS PAYABLE 164526 DESIGNATIONS PAYABLE 549 165075 X 1157091 13618 13618 1143473 4526 4080 8606 1152079 759790 759790 4526 4080 8606 768396 SCHEDULE D, PAGE 2, PART V, LINE 4 THE PURPOSE OF THE FUND IS TO PROVIDE SUPPORT TO THE UNITED WAY OF MARSHALL COUNTY AS DIRECTED BY THE BOARD OF DIRECTORS OF THE COMMUNITY FOUNDATION. SUCH SUPPORT SHALL BE USED TO FURTHER THE CHARITABLE OR OTHER EXEMPT PURPOSES OF THE DESIGNATED AGENCY AND SHALL BE CONSISTENT WITH THE MISSION AND PURPOSES OF THE COMMUNITY FOUNDATION. SCHEDULE D, PAGE 3, PART X THE ORGANIZATION RECOGNIZES A TAX BENEFIT ONLY IF IT IS MORE LIKELY THAN NOT THE TAX POSITION WOULD BE SUSTAINED IN A TAX EXAMINATION, WITH A TAX EXAMINATION BEING PRESUMED TO OCCUR. THE AMOUNT RECOGNIZED WILL BE THE LARGEST AMOUNT OF TAX BENEFIT THAT IS GREATER THAN 50% LIKELY OF BEING REALIZED ON EXAMINATION. FOR TAX POSITIONS NOT MEETING THE MORE-LIKELY- THAN-NOT TEST, NO TAX BENEFIT WILL BE RECORDED. THE ORGANIZATION HAS EXAMINED THIS ISSUE AND HAS DETERMINED THERE ARE NO MATERIAL CONTINGENT TAX LIABILITIES. THE ORGANIZATION'S FEDERAL AND STATE EXEMPT ORGANIZATION TAX RETURNS FOR 2020, 2021, AND 2022 ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE AND THE INDIANA DEPARTMENT OF REVENUE. RETURNS ARE GENERALLY SUBJECT TO EXAMINATION FOR THREE YEARS AFTER THEY ARE FILED. SCHEDULE D, PAGE 4, PART XI, LINE 4B DONOR DESIGNATIONS 4,080 SCHEDULE D, PAGE 4, PART XII, LINE 4B DONOR DESIGNATIONS 4,080 true LINK TO HOPE PO BOX 221 PLYMOUTH IN 46563 300271171 501C3 10000 TRANSPORTATION-RENT MC NEIGHBORHOOD CENTER GIFT OF WARMTH BOX 353 402 W GARRO ST PLYMOUTH IN 46563 351539175 501C3 8000 FOOD ASSISTANCE PLYMOUTH COMMUNITY SCHOOL CORP 701 BERKLEY STREET PLYMOUTH IN 46563 351101903 GOV 147204 KINDERGARTEN CAREY'S CHILD CARE 1717 LAKE AVE PLYMOUTH IN 46563 30000 EARLY LEARNING CULVER COMMUNITY SCHOOL CORP 700 SCHOOL ST CULVER IN 46511 GOV 20500 EARLY LEARNING ENFOCUS LLC 635 S LAFAYETTE BLVD STE 105 SOUTH BEND IN 46601 455638209 501C3 72231 EARLY CHILDHOOD ED. BOWEN CENTER 2904 MILLER DRIVE PLYMOUTH IN 46563 21770 HEALTHCARE COUNTRY CORNER DAYCAREPRESCHOOL 14549 11TH ROAD PLYMOUTH IN 46563 29000 EARLY LEARNING PLYMOUTH WESLEYAN CHURCH 11203 MICHIGAN RD PLYMOUTH IN 46563 37500 EARLY LEARNING TWIN LAKES DAYCARE 329 EWING ST PLYMOUTH IN 46563 130200 EARLY LEARNING UNITED WAY OF NORTHWEST MICHIGAN 4075 COPPER RIDGE DR TRAVERSE CITY MI 49684 381679060 501C3 30000 SOFTWARE 6 4 SCHEDULE I, PAGE 1, PART I, LINE 2 THE UNITED WAY OF MARSHALL COUNTY, INC. MONITORS THE USE OF GRANT FUNDS THROUGH THE COMMUNITY INVESTMENT PROCESS. AT THE END OF EACH YEAR, EACH FUNDED ORGANIZATION IS REQUIRED TO PROVIDE STATISTICAL INFORMATIONAL DATA REGARDING THE INDIVIDUALS SERVED AND THE PROGRAMS IMPLEMENTED PRIOR TO CONSIDERATION FOR CONTINUED FUNDING. FORM 990 - ORGANIZATION'S MISSION TO IMPROVE LIVES BY MOBILIZING THE CARING POWER OF MARSHALL COUNTY COMMUNITIES TO ADVANCE THE COMMON GOOD, HELPING FAMILIES AND INDIVIDUALS ACHIEVE THEIR FULL POTENTIAL THROUGH EDUCATION, FINANCIAL STABILITY AND HEALTHY LIVES. FORM 990 THE ORGANIZATION SHARES EMPLOYEES WITH THE MARSHALL COUNTY COMMUNITY FOUNDATION. FORM 990, PAGE 2, PART III, LINE 4D THE UNITED WAY OF MARSHALL COUNTY RECEIVED A GRANT TO ADVANCE EFFORTS AND FURTHER DEVELOP STRATEGIC PARTNERSHIPS AND COLLABORATIONS ON KEY ISSUES IN EDUCATION TO SUPPORT LIFELONG LEARNING AND IMPACT ON SUCCESSFUL FAMILIES, AND HEALTHY COMMUNITIES, IN INCOME THAT WILL HELP LOCAL FAMILIES INCREASE AVAILABLE INCOME; AND IN HEALTH THAT WILL IMPROVE EDUCATION AND ACCESS TO INFORMATION AND SERVICES RELATED TO NUTRITION AND WELLNESS. FORM 990, PAGE 6, PART VI, LINE 11B THE ORGANIZATION OBTAINS THE 990 FROM THE PAID TAX PREPARER. THE EXECUTIVE DIRECTOR REVIEWS THE 990. IF THE EXECUTIVE DIRECTOR HAS COMMENTS, SHE GIVES THEM TO THE TAX PREPARER. AFTER CONSIDERATION AND REVISION (IF NECESSARY), THE 990 IS SENT TO THE TREASURER, WHO IS ALSO THE HEAD OF THE FINANCE COMMITTEE. IF THE TREASURER HAS COMMENTS, THEY ARE DISCUSSED WITH THE EXECUTIVE DIRECTOR AND WITH THE TAX PREPARER. AFTER THE EXECUTIVE DIRECTOR, TREASURER, AND TAX PREPARER FINALIZE A DRAFT OF THE 990, THE DRAFT IS SENT VIA E-MAIL OR VIA UNITED STATES POSTAL SERVICE FOR THOSE MEMBERS WHO DO NOT HAVE E-MAIL ACCOUNTS. FORM 990, PAGE 6, PART VI, LINE 12C THE ORGANIZATION MAINTAINS A WRITTEN CONFLICT OF INTEREST POLICY, WHICH IS AVAILABLE TO THE PUBLIC UPON REQUEST. EMPLOYEES AND MEMBERS OF THE BOARD OF DIRECTORS ARE REQUIRED TO DISCLOSE CONFLICTS OF INTEREST ANNUALLY. A MASTER LIST OF ALL CONFLICTS OF INTEREST PERTAINING TO THE BOARD OF DIRECTORS IS PROVIDED TO THE BOARD PRESIDENT ANNUALLY. THE EXECUTIVE DIRECTOR AND ADMINISTRATIVE AND PROGRAMS ASSISTANT ARE RESPONSIBLE FOR MONITORING THE PROCESS AND MAKING SURE ALL NECESSARY DOCUMENTS HAVE BEEN RETRIEVED AND PROVIDED TO THE BOARD OF DIRECTORS. FORM 990, PAGE 6, PART VI, LINE 15A COMPENSATION IS DECIDED DURING INITIAL EMPLOYMENT OR AT THE TIME OF ANNUAL REVIEW. THE EXECUTIVE DIRECTOR IS EVALUATED ON GOALS THAT ARE SET AT THE BEGINNING OF THE YEAR, AND ON OVERALL PERFORMANCE. THE BOARD OF DIRECTORS RECEIVES EVALUATION FORMS SO THAT EVERYONE CAN GIVE INPUT. THE EVALUATION FORMS ARE GATHERED BY THE SHARED SERVICES COMMITTEE. THE SHARED SERVICES COMMITTEE ANALYZES THE EVALUATIONS AND MAKES A RECOMMENDATION TO THE BOARD OF DIRECTORS. THE BOARD THEN MEETS AND DISCUSSES THE RECOMMENDATION FOR THE COST OF LIVING INCREASE UNTIL COMPENSATION IS AGREED UPON. THE PRESIDENT THEN MEETS WITH THE EXECUTIVE DIRECTOR AND GOES OVER THE EVALUATION AND COMPENSATION SET BY THE BOARD OF DIRECTORS. FORM 990, PAGE 6, PART VI, LINE 15B COMPENSATION IS DECIDED DURING INITIAL EMPLOYMENT OR AT THE TIME OF ANNUAL REVIEW. FORM 990, PAGE 6, PART VI, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST VIA E-MAIL OR UNITED STATES POSTAL SERVICE. FORM 990, PART XI, LINE 9 DONOR DESIGNATIONS -4,080 DONOR DESIGNATIONS 4,080