2025-05-15T15:56:48-05:00 2024-06-30 352102008 CNA TAX PROFESSIONALS INC 10475 CROSSPOINT BOULEVARD SUITE 200 INDIANAPOLIS IN 46256 990 2023-07-01 356006484 UNITED WAY OF NORTHWEST INDIANA INC UNIT 2194643583 951 EASTPORT CENTER DR VALPARAISO IN 46383 CHRISTOPHER WHITE PRESIDENT 2194643583 2025-05-15 1 1 ABIGAIL P RAY EA P03218461 3178413393 2025-05-15 2023 2025-03-06 01:10:19Z CHRISTOPHER WHITE 951 EASTPORT CENTER DR VALPARAISO IN 46383 4492580 0 X HTTPS://UNITEDWAYNWI.ORG/ X 1957 IN UNITED WAY OF NORTHWEST INDIANA IS COMMITTED TO:A.CONTINUALLY EVALUATING AND ADAPTING TO COMMUNITY NEEDSB.MAINTAINING EXCELLENCE, INTEGRITY, AND ACCOUNTABILITY IN ALLENDEAVORSC.EMPOWERING COMMUNITY MEMBERS TO ACHIEVE THEIR CHARITABLE GIVINGGOALSD.RESPECTING THE DIGNITY OF ALL PEOPLEE.BUILDING COALITIONS AND PARTNERSHIPSF.ENSURING QUALITY SERVICES AND PROGRAMSG.PROMOTING AND SUPPORTING VOLUNTEERISM 21 21 52 0 0 0 4645519 3821033 65152 19289 252726 516201 32233 25320 4995630 4381843 474400 0 0 0 1829056 2846099 0 0 1004038 1495926 1949489 3799382 4795588 1196248 -413745 7574117 7735896 294245 869769 7279872 6866127 X UNITED WAY OF NORTHWEST INDIANA, INC. LEADS, UNITES, AND INSPIRES OUR COMMUNITY TO IMPROVE LIVES. 0 0 2650479 19289 YOUTHBUILD PROGRAMS PROVIDE YOUNG INDIVIDUALS AGED 16-24 WITH OPPORTUNITIES TO EARN THEIR HIGH SCHOOL DIPLOMA OR EQUIVALENCY WHILE GAINING VOCATIONAL SKILLS IN CONSTRUCTION. PARTICIPANTS ENGAGE IN BUILDING OR REHABILITATING AFFORDABLE HOUSING FOR LOW-INCOME FAMILIES, FOSTERING A SENSE OF COMMUNITY AND RESPONSIBILITY. THESE PROGRAMS NOT ONLY EQUIP YOUTH WITH VALUABLE SKILLS BUT ALSO INSTILL LEADERSHIP QUALITIES AND A COMMITMENT TO COMMUNITY SERVICE. OUR YBUWNWI PROGRAM WILL ADDRESS THESE NEEDS IN EAST CHICAGO, GARY, AND PORTAGE INDIANA. THERE WILL BE A 6 MONTH TRAINING PERIOD AND A 1 YEAR PERIOD OF WRAP AROUND SERVICES TO ENSURE THE SUCCESS OF EACH PARTICIPANT. THIS PROGRAM IS FUNDED BY THE DEPARTMENT OF LABOR AND THE FIRST COHORT WILL BEGIN JUNE 1, 2025. THIS INITIATIVE WILL SERVE 58 PARTICIPANTS OVER THE NEXT 3 YEARS. JUMP START IS A VITAL, COMMUNITY-DRIVEN INITIATIVE DESIGNED TO ADDRESS THE COMPLEX AND URGENT NEEDS OF INDIVIDUALS AND FAMILIES FACING HOMELESSNESS IN HAMMOND, INDIANA. THE PROGRAM SERVES AS BOTH A SAFETY NET AND A SPRINGBOARD, OFFERING TARGETED SUPPORT FOR THOSE EXPERIENCING HOUSING INSECURITY, INCLUDING INDIVIDUALS AT RISK OF HOMELESSNESS AND SURVIVORS OF DOMESTIC VIOLENCE.IMMEDIATE NEEDS AND SAFETY:JUMP START PROVIDES IMMEDIATE RELIEF THROUGH FOOD ASSISTANCE, CLOTHING, AND HYGIENE PRODUCTS. FOR INDIVIDUALS FLEEING DOMESTIC VIOLENCE, THE PROGRAM ENSURES CONFIDENTIAL SUPPORT, SAFE HOUSING OPTIONS, AND TRAUMA-INFORMED CRISIS INTERVENTION SERVICES IN PARTNERSHIP WITH LOCAL DOMESTIC VIOLENCE SHELTERS AND ADVOCACY CENTERS.HEALTHCARE AND MENTAL HEALTH ACCESS:RECOGNIZING THE DIRECT CONNECTION BETWEEN HEALTH AND STABILITY, JUMP START LINKS PARTICIPANTS WITH ESSENTIAL HEALTH CARE SERVICE AS WELL AS COMPREHENSIVE MENTAL HEALTH COUNSELING. BY REMOVING BARRIERS TO CARE, THE PROGRAM FOSTERS LONG-TERM WELLNESS AND RECOVERY. JUMP START ACCOMPLISHES THIS BY ASSISTING THE INDIVIDUAL WITH APPLICATION TO HEALTH INSURANCE AND CONNECTION TO RESOURCES FOR MENTAL HEALTH AND HEALTH CARE AGENCIES/SERVICES. HOUSING AND EMPLOYMENT PATHWAYS:JUMP START PRIORITIZES LONG-TERM STABILITY BY HELPING PARTICIPANTS SECURE SAFE, AFFORDABLE HOUSING AND STABLE EMPLOYMENT. THE PROGRAM OFFERS JOB READINESS TRAINING, RSUM DEVELOPMENT, INTERVIEW PREPARATION, AND CONNECTIONS TO LOCAL EMPLOYERS. CASE MANAGERS WORK CLOSELY WITH PARTICIPANTS TO IDENTIFY SUSTAINABLE HOUSING OPPORTUNITIES, NAVIGATE RENTAL ASSISTANCE PROGRAMS, AND MAINTAIN HOUSING ONCE SECURED.COMMUNITY RESOURCE NAVIGATION AND HOLISTIC SUPPORT:PARTICIPANTS RECEIVE INDIVIDUALIZED CASE MANAGEMENT AND COORDINATED REFERRALS TO ADDITIONAL COMMUNITY SERVICES, INCLUDING CHILD CARE, SUBSTANCE USE TREATMENT, LEGAL AID, AND EDUCATIONAL ADVANCEMENT OPPORTUNITIES. JUMP START'S APPROACH ENSURES EACH CLIENT'S PATH FORWARD IS SUPPORTED AND SUSTAINABLE. JUMP START HAS TRANSFORMED THE LIVES BY NOT ONLY ADDRESSING THEIR IMMEDIATE NEEDS, BUT ALSO EQUIPPING THEM WITH THE TOOLS, CONNECTIONS, AND CONFIDENCE TO BUILD STABLE, SELF-SUFFICIENT FUTURES. THE PROGRAM REFLECTS HAMMOND'S COMMITMENT TO ENDING THE CYCLE OF HOMELESSNESS AND EMPOWERING VULNERABLE COMMUNITY MEMBERS WITH DIGNITY AND OPPORTUNITY.UNITED WAY NORTHWEST INDIANA'S LEVEL UP PROGRAM IS DESIGNED TO HELP INDIVIDUALS BREAK THE INCOME BARRIERS BY PROVIDING EDUCATION, CAREER PLANNING, FINANCIAL LITERACY, AND ACCESS TO TRAINING AND CERTIFICATION OPPORTUNITIES. PARTICIPANTS RECEIVE PERSONALIZED SUPPORT TO OVERCOME BARRIERS SUCH AS LACK OF ACCESS TO QUALITY EDUCATION OR HIGHER EMPLOYMENT OPPORTUNITIES. THE PROGRAM ALSO CONNECTS PARTICIPANTS WITH MENTORS AND LOCAL BUSINESSES, ENHANCING THEIR CHANCES OF SECURING STABLE AND FULFILLING JOBS. THIS PROGRAM PROVIDES A HOLISTIC APPROACH TO BUILDING UP THE PARTICIPANT AND EMPOWERING THEM TO REACH THEIR FULL POTENTIAL. SERVICES INCLUDE FINANCIAL WELLNESS, IMPROVING AND UNDERSTANDING CREDIT, SOFT SKILLS, RESUME BUILDING. THE CLIENT WILL EXPERIENCE A JOURNEY THAT HAS THE SOCIAL AND EMOTIONAL SUPPORT OF THEIR NAVIGATOR/COACH TO SUPPORT THEM THROUGH DIFFICULT LIFE CHOICES. EDUCATIONAL OPPORTUNITIES ARE REACHED THROUGH ACCESS OF FAFSA ASSISTANCE TO ACCESS FINANCIAL AID SUCH AS PEL AND NEXT LEVEL JOB FUNDING. THE NAVIGATOR/COACH WILL ASSIST CLIENT IN FINDING PATHWAYS TO AVAILABLE FUNDING. PROGRAM ELEMENTS INCLUDE TWO LEVELS OF SUPPORT. LEVEL UP RESOURCE NAVIGATORS WILL HAVE MORE OF A BRIEF CASE MANAGEMENT RELATIONSHIP WITH THE CLIENT THAT IS LOOKING TO GAIN ACCESS TO RESOURCES AND A BETTER PAYING JOB QUICKLY. LEVEL UP COACHES WILL PROVIDE A MORE INTENSIVE CASE MANAGEMENT EXPERIENCE FOR THOSE CLIENTS LOOKING TO ENROLL IN CERTIFICATE OR DEGREE PROGRAM. BOTH LEVELS WILL INCLUDE FINANCIAL WELLNESS EDUCATION. A SHARED CASE MANAGEMENT SYSTEM REPRESENTS A POWERFUL COLLABORATIVE TOOL THAT ENHANCES HOW NONPROFIT ORGANIZATIONS DELIVER SERVICES AND SUPPORT TO THEIR COMMUNITIES. BY CENTRALIZING CLIENT INFORMATION AND COORDINATING CARE ACROSS AGENCIES, THIS MODEL CREATES A MORE RESPONSIVE, EFFICIENT, AND PERSON-CENTERED APPROACH TO ADDRESSING COMPLEX SOCIAL CHALLENGES SUCH AS HOMELESSNESS, UNEMPLOYMENT, FOOD INSECURITY, AND HEALTH DISPARITIES.1. IMPROVED ACCESS TO ASSISTANCE AND RESOURCESWHEN ORGANIZATIONS USE A SHARED SYSTEM, CLIENTS CAN BE SEAMLESSLY REFERRED FROM ONE SERVICE PROVIDER TO ANOTHER WITHOUT REPEATING THEIR STORIES OR UNDERGOING MULTIPLE INTAKES. THIS REDUCES BARRIERS TO HELP AND SPEEDS UP ACCESS TO CRITICAL SUPPORT, SUCH AS EMERGENCY HOUSING, HEALTHCARE, JOB TRAINING, OR DOMESTIC VIOLENCE INTERVENTION. CLIENTS ARE MORE LIKELY TO STAY ENGAGED IN SERVICES WHEN THE PROCESS FEELS COORDINATED AND RESPECTFUL OF THEIR TIME AND NEEDS.2. BETTER COORDINATION AND HOLISTIC SUPPORTSHARED CASE MANAGEMENT FOSTERS REAL-TIME COMMUNICATION BETWEEN PROVIDERS, ALLOWING FOR A MORE COMPREHENSIVE UNDERSTANDING OF EACH CLIENT'S CIRCUMSTANCES. ORGANIZATIONS CAN COLLABORATE ON INDIVIDUALIZED SERVICE PLANS THAT ADDRESS IMMEDIATE NEEDS WHILE SUPPORTING LONG-TERM GOALS LIKE EMPLOYMENT, HOUSING STABILITY, AND MENTAL HEALTH RECOVERY. THIS INTEGRATED CARE MODEL ENSURES THAT NO ASPECT OF A CLIENT'S SITUATION FALLS THROUGH THE CRACKS.3. REDUCTION IN SERVICE DUPLICATIONWITH A CENTRALIZED SYSTEM, CASEWORKERS CAN SEE WHAT SERVICES A CLIENT HAS ALREADY RECEIVED AND WHICH AGENCIES HAVE BEEN INVOLVED. THIS ELIMINATES REDUNDANT SERVICES, SAVING VALUABLE RESOURCES AND STAFF TIME. IT ALSO HELPS NONPROFITS ALLOCATE THEIR LIMITED FUNDING MORE STRATEGICALLY, ENSURING BROADER AND MORE EQUITABLE COMMUNITY IMPACT.4. STRONGER DATA FOR FUNDING AND ADVOCACYA SHARED SYSTEM GENERATES ACCURATE, AGGREGATED DATA ACROSS THE NETWORK OF PROVIDERS. THIS DATA CAN BE USED TO DEMONSTRATE COLLECTIVE IMPACT, IDENTIFY SERVICE GAPS, TRACK TRENDS, AND MAKE DATA-INFORMED DECISIONS. FUNDERS AND POLICYMAKERS INCREASINGLY SEEK EVIDENCE OF COLLABORATION AND EFFICIENCY-MAKING SHARED CASE MANAGEMENT A KEY ASSET IN SECURING GRANTS AND SUPPORT.5. STRENGTHENED COMMUNITY OUTCOMESULTIMATELY, THE GREATEST BENEFIT IS TO THE COMMUNITY ITSELF. WHEN NONPROFITS OPERATE AS A CONNECTED ECOSYSTEM RATHER THAN ISOLATED SILOS, CLIENTS RECEIVE FASTER, MORE EFFECTIVE, AND MORE DIGNIFIED SUPPORT. THE SHARED CASE MANAGEMENT MODEL HELPS TRANSFORM REACTIVE SERVICE DELIVERY INTO PROACTIVE, STRATEGIC CHANGE IS LEADING TO HEALTHIER, MORE STABLE, AND EMPOWERED INDIVIDUALS AND FAMILIES.THE COMMUNITY RESOURCE ADVISOR (CRA) PROGRAM PLAYS A CRITICAL ROLE IN EMPOWERING INDIVIDUALS AND FAMILIES BY CONNECTING THEM WITH THE RESOURCES AND SUPPORT SYSTEMS THEY NEED TO OVERCOME BARRIERS AND ACHIEVE STABILITY. SERVING AS A CENTRAL ACCESS POINT, THE CRA ACTS AS BOTH A GUIDE AND ADVOCATE-ENSURING THAT COMMUNITY MEMBERS ARE NOT NAVIGATING HARDSHIP ALONE.THROUGH PERSONALIZED, ONE-ON-ONE SUPPORT, COMMUNITY RESOURCE ADVISOR HELP CLIENTS IDENTIFY THEIR NEEDS AND PROVIDE DIRECT REFERRALS TO ESSENTIAL SERVICES, INCLUDING FOOD ASSISTANCE, HOUSING SUPPORT, UTILITY RELIEF, HEALTHCARE ACCESS, JOB TRAINING, CHILDCARE, AND MENTAL HEALTH RESOURCES. ADVISORS WORK CLOSELY WITH LOCAL NONPROFITS, GOVERNMENT PROGRAMS, AND FAITH-BASED ORGANIZATIONS TO ENSURE EACH REFERRAL IS TIMELY, RELEVANT, AND RELIABLE.THIS TRUSTED, HUMAN-CENTERED APPROACH REDUCES THE FRUSTRATION AND DELAYS OFTEN EXPERIENCED BY INDIVIDUALS TRYING TO NAVIGATE COMPLEX SYSTEMS OF CARE. WHETHER SOMEONE IS FACING A TEMPORARY CRISIS OR LONG-TERM INSTABILITY, THE CRA PROGRAM ENSURES THEY ARE CONNECTED TO A FULL CONTINUUM OF SUPPORT, HELPING THEM TAKE MEANINGFUL STEPS TOWARD SELF-SUFFICIENCY.BY STREAMLINING ACCESS TO RESOURCES, REDUCING SERVICE DUPLICATION, AND FOSTERING STRONGER CONNECTIONS BETWEEN RESIDENTS AND SERVICE PROVIDERS, THE COMMUNITY RESOURCE ADVISOR PROGRAM SIGNIFICANTLY ENHANCES COMMUNITY WELL-BEING. IT REPRESENTS AN ESSENTIAL FRONTLINE SOLUTION IN BUILDING A MORE RESPONSIVE, INCLUSIVE, AND SUPPORTIVE SOCIAL SERVICES NETWORK. 2650479 1 1 0 0 0 0 0 0 1 1 1 0 0 1 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 28 0 1 52 1 0 0 0 0 0 0 0 0 0 0 X 21 21 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IN X UNI FI 2194643583 2955 N MERIDIAN STE 200 INDIANAPOLIS IN 46208 MARISA SMOLJAN CHAIR 4.00 X X 0 0 0 HEATHER ENNIS DIRECTOR 1.50 X 0 0 0 CRYSTAL CARTWRIGHT SECRETARY 4.00 X X 0 0 0 SCOTT CASBON TREASURER 4.00 X X 0 0 0 ERICA MAAR VICE CHAIR 4.00 X X 0 0 0 JOSE DIAZ DIRECTOR 1.50 X 0 0 0 JIM DYE DIRECTOR 1.50 X 0 0 0 MATT BURDEN DIRECTOR 1.50 X 0 0 0 MELISSA DEAVERS DIRECTOR 1.50 X 0 0 0 JEFF STRACK DIRECTOR 1.50 X 0 0 0 ELLIS DUMAS DIRECTOR 1.50 X 0 0 0 BRIENNE HOOKER DIRECTOR 1.50 X 0 0 0 AARON MCDERMOTT DIRECTOR 1.50 X 0 0 0 MATTHEW HOLOWELL DIRECTOR 1.50 X 0 0 0 DR MARLON MITCHELL DIRECTOR 1.50 X 0 0 0 DESILA ROSETTI DIRECTOR 1.50 X 0 0 0 MIKE SCHNEIDER DIRECTOR 1.50 X 0 0 0 AL SPAJER DIRECTOR 1.50 X 0 0 0 SHERRI ZILLER DIRECTOR 1.50 X 0 0 0 MIKE ANDRADE DIRECTOR 1.50 X 0 0 0 KEN TURNER DIRECTOR 1.50 X 0 0 0 ADAM ODOHERTY PRESIDENT 50.00 X 198294 0 5150 KIM WAZNY CFO 40.00 X 0 0 0 DAWN THOSTESEN FORMER CFO 40.00 X 100972 0 13004 299266 0 18154 2 0 1 0 MEDICAL CAREER ACADEMY 8845 KENNEDY AVE HIGHLAND IN 46322 TRAINING 164374 JEREMI GROUP INC 1544 45TH ST MUNSTER IN 46321 TRAINING 100160 2 2621793 1199240 5582 3821033 AMERICORP SITE REVENUE 900099 19289 19289 19289 298198 298198 328440 110437 218003 218003 218003 21475 300 21175 21175 OTHER INCOME 900099 4145 4145 4145 4381843 19289 0 541521 317420 133316 95226 88878 1882860 790801 564858 527201 492433 206822 147730 137881 153386 64422 46016 42948 3500 1684 1353 463 13050 6279 5045 1726 248886 119742 96219 32925 17857 7500 5357 5000 33656 14136 10097 9423 82716 34742 24814 23160 141789 59551 42537 39701 73381 30820 22014 20547 122135 51297 36640 34198 41136 17277 12341 11518 CIVIC ENGAGEMENT 758615 758615 ALLOCATION TO AGENCIES 338322 338322 MISC EXPENSE 67789 28471 20337 18981 DUES 34957 14682 10487 9788 -28300 -28000 -300 4795588 2650479 1141071 1004038 4969297 4140636 471251 237155 339162 916585 35000 1511664 467823 497313 1043841 50000 35000 1247094 1327679 7574117 7735896 291657 238581 2588 631188 294245 869769 X 7051058 6512313 228814 353814 7279872 6866127 7574117 7735896 -413745 0 X 0 1 X 1 0 X 2653607 2279034 5018639 4645519 3821033 18417832 2653607 2279034 5018639 4645519 3821033 18417832 18417832 7433 31172 -214028 124635 298198 247410 204 190632 10770 19172 4145 224923 18890165 246905 0.97500 0.96860 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 1247094 154437 57907 15945 1327679 1194371 139911 57525 29663 1247094 949948 460996 -158570 41190 16813 1194371 725165 274979 39203 10993 949948 786811 -12694 39345 9607 725165 1.00000 1 0 129995 129995 584850 358901 225949 796819 108922 687897 1043841 BENEFICIAL INTEREST IN COMMUNITY FOUNDATION 1327679 1327679 X 4410143 28000 300 28300 4381843 0 4381843 4823888 28000 300 28300 4795588 0 4795588 PART X, LINE 2: THE ORGANIZATION FOLLOWS GUIDANCE ISSUED BY THE FASB WITH RESPECT TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. A TAX POSITION IS RECOGNIZED AS A BENEFIT ONLY IF IT IS "MORE LIKELY THAN NOT" THAT THE TAX POSITION WOULD BE SUSTAINED IN A TAX EXAMINATION, WITH A TAX EXAMINATION BEING PRESUMED TO OCCUR. THE TAX BENEFIT RECOGNIZED IS THE LARGEST AMOUNT OF TAX BENEFIT THAT IS GREATER THAN FIFTY PERCENT LIKELY OF BEING REALIZED ON EXAMINATION. FOR TAX POSITIONS NOT MEETING THE "MORE LIKELY THAN NOT" TEST, NO TAX BENEFIT IS RECORDED PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING 300. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING 300. JOURNEYMAN EVENT 21475 21475 300 21475 21475 300 300 21175 0 0 0 0 0 0 0 0 0 ADAM ODOHERTY PRESIDENT 198294 0 0 0 0 0 3300 0 1850 0 203444 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B BEFORE IT IS FILED, FORM 990 IS PRESENTED TO THE GOVERNING BODY AND ALL MEMBERS OF THE FINANCE COMMITTEE. THE FINANCE COMMITTEE REVIEWS THE TAX FORM BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS A CONFLICT OF INTEREST DISCLOURE STATEMENT THAT MEMBERS OF THE ORGANIZATION MUST COMPLETE EACH YEAR. MEMBERS NEED TO DISCLOSE AND WITHDRAW FROM DISCUSSION AND VOTING ON POTENTIAL CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15 SALARIES WITH 3 YEAR COMPARISON DATA ARE REVIEWED AND APPROVED BY THE EXECUTIVE COUNCIL ALONG WITH APPOVAL OF THE BUDGET BY THE FINANCE COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 INDIVIDUALS INTERESTED IN REVIEWING THE GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS MAY CONTACT THE PRESIDENT TO MET AND REVIEW THEM.