2025-11-06T14:18:44+00:00 2025-06-30 440160260 Forvis Mazars LLP 820 Massachusetts Ave Suite 1370 Indianapolis IN 46204 990 2024-07-01 351007590 UNITED WAY OF CENTRAL INDIANA INC UNIT 3179231466 2955 N MERIDIAN ST SUITE 300 INDIANAPOLIS IN 46208 FRED PAYNE PRESIDENT & CEO 2025-11-06 true Nicole Fishback P01279475 3173834000 2024-11-15 2024 2025-03-06 01:10:19Z FRED PAYNE 2955 N MERIDIAN ST SUITE 300 INDIANAPOLIS IN 46208 56931003 false X WWW.UWCI.ORG X 1921 IN UNITED WAY OF CENTRAL INDIANA DESIGNS, SUPPORTS AND GROWS SYSTEMS THAT ACCELERATE FINANCIAL STABILITY AND UPWARD MOBILITY FOR INDIVIDUALS AND FAMILIES LIVING IN OR NEAR POVERTY AND STRIVING FOR A BRIGHTER FUTURE. OUR VISION IS THAT CENTRAL INDIANA WILL BE A COMMUNITY WHERE CHILDREN, INDIVIDUALS AND FAMILIES THRIVE; NEIGHBORS CARE FOR EACH OTHER; AND WE ARE PROUD OF ALL OUR RESIDENTS' QUALITY OF LIFE. WE ACCOMPLISH OUR WORK THROUGH ADVOCATING FOR PUBLIC POLICIES THAT SUPPORT OUR STRATEGIES; CAPACITY BUILDING TO STRENGTHEN THE HUMAN SERVICES SECTOR; DATA AND RESEARCH TO SHOW REAL OUTCOMES; GRANTMAKING AND COMMUNITY INVESTMENTS TO SUPPORT THE SUCCESS OF DIRECT-SERVICE ORGANIZATIONS; INITIATIVES AND PROGRAMS THAT COMPLEMENT THE WORK OF OUR PARTNERS; AND THOUGHT LEADERSHIP AND CONVENING ACROSS THE SECTOR. OUR ANCHOR STATEMENT IS TO HELP PEOPLE LIVE THE LIVES THEY ARE CAPABLE OF LIVING. 53 52 153 4512 0 68861704 33315503 580485 537816 7739385 17258396 -37686 1164 77143888 51112879 42334899 42317386 0 11125888 12988074 0 5736050 8918029 6223275 62378816 61528735 14765072 -10415856 253818330 255154897 26800542 34080166 227017788 221074731 X UNITED WAY OF CENTRAL INDIANA PARTNERS TO DESIGN, SUPPORT AND GROW SYSTEMS THAT ACCELERATE FINANCIAL STABILITY AND UPWARD MOBILITY FOR INDIVIDUALS AND FAMILIES LIVING IN OR NEAR POVERTY AND STRIVING FOR A BRIGHTER FUTURE.WE HELP PEOPLE LIVE THE LIVES THEY ARE CAPABLE OF LIVING. false false 14762939 14463672 United Way's Economic Mobility strategies focus on distancing 10,000 Central Indiana households out of poverty by investing in partners that expand access to jobs, education, and financial security. In 2024/2025, $10 million supported 29 CBOs serving 4,386 families and over 11,800 individuals, with a Peer Learning network established to strengthen collaboration and outcomes. The Center for Working Families (CWF) advanced stability for 3,264 individuals through integrated coaching, with 584 achieving an average monthly income increase of $1,400, supported by expanded training and evaluation tools. Additionally, the Workforce Pathways Accelerator pilot, launched with Dress for Success Indianapolis and Indianapolis Urban League, invested $200,000 in each partner to deliver certifications, training, and barrier removal, supporting 63 participants on pathways to sustaining-wage employment 9553296 9550000 United Way's Basic Needs strategy strengthens community organizations' ability to support Hoosiers in crisis by providing access to essentials such as shelter, food, health services, and transportation. In 2024/2025, UWCI awarded $12.45 million to 60 community-based organizations (CBOs) for basic needs, delivering nearly 2.9 million services and 3.6 million meals to over 140,000 individuals. 3547396 2300649 United Way's Early Care & Learning initiatives advance family stability by expanding access to affordable, high-quality childcare and education while promoting long-term academic success for children. In 2024/2025, 273 educators engaged in professional development through the Early Learning Providers Community of Practice. Additionally, the Early Childhood Education Providers Council has guided grantmaking to stabilize the workforce, and the ReadUP initiative has continued to enhance literacy outcomes, serving more than 7,500 students to date with the support of dedicated community volunteers. United Way advanced its Safe and Affordable Housing strategy in 2024 through a framework focused on reducing housing insecurity, expanding affordable housing supply, and fostering innovation. Key initiatives included the Winter Assistance Fund, which provided $127,224 in utility support to 212 households; and the Emergency Food and Shelter Program, which distributed $2.69 million across six counties to strengthen shelter and food access. Additionally, the Homelessness Targeted Initiative Fund (TIF) advanced systemic solutions to homelessness through capacity building, governance improvements, and the development of a Case Management Institute to strengthen housing navigation and long-term stability. 22407080 16003065 612377 Through Other Program services, United Way ensures that all our work is backed up with research and data, implemented with fidelity, and leveraged with other community resources. These included community needs/human services research; public policy advocacy; volunteer training, development, and deployment; nonprofit leadership education and training; and convening community leaders and funders to align resources around shared community goals. We also deployed $950,000 to 13 organizations through our social innovation fund grants. United Way addresses Central Indiana's most pressing needs in education, economic mobility, safe & affordable housing, and basic needs. Much of this work was accomplished in fiscal year 2024/2025 through support of accredited Community Based Organizations (CBOs) across the human services spectrum. These CBOs are part of a rigorous evaluation process that assesses organizational governance; leadership; diversity, equity & inclusion; financial stability; strategic planning; community responsiveness; sustainability & scalability; and ability to market and engage funders to support their work. United Way also supported these CBOs' general operations through donor designated and other-directed gifts; capital, technology and facilities maintenance grants; and evaluation, capacity building, contingency, staff support, and other activities. in addition, United Way administered donor designated dollars to a wide range of unaffiliated organizations across the non-profit sector. 22407080 16003065 612377 50270711 true true false true false false false false true true true false false false true true false true false false false false false false true false false true true true false false false false false false false false false false true false false false true false false false false false true 129 0 true 153 true false false false false false true true false false false false false false X 53 52 false false false false false false false true true false false false true true true true true true true true false false IN X X FRED PAYNE 3179211245 2955 NORTH MERIDIAN STREET INDIANAPOLIS IN 46208 Dick Hester TREASURER & SECRETARY 2.0 0.0 X X 0 0 0 Fred Payne President and CEO 40.0 0.0 X X 453828 0 53642 Jeff Harrison CHAIR 2.0 0.0 X X 0 0 0 Amanda Bonilla Director 2.0 0.0 X 0 0 0 Andre Franklin Director 2.0 0.0 X 0 0 0 Andrew Michie Director 2.0 0.0 X 0 0 0 Ann Merkel Director 2.0 0.0 X 0 0 0 Brian Garrison Director 2.0 0.0 X 0 0 0 Bryan Mills Director 2.0 0.0 X 0 0 0 Chris Lowery Director 2.0 0.0 X 0 0 0 Christopher Barney Director 2.0 0.0 X 0 0 0 Daniel Diehl Director 2.0 0.0 X 0 0 0 Deborah Daniels Director 2.0 0.0 X 0 0 0 Dennis Andres Director 2.0 0.0 X 0 0 0 Denny Sponsel Director 2.0 0.0 X 0 0 0 Denny Stephens DIRECTOR (BEG 08/01/24) 2.0 0.0 X 0 0 0 Diana Nolting Director 2.0 0.0 X 0 0 0 Geoff Gailey Director 2.0 0.0 X 0 0 0 Grace Findley Director 2.0 0.0 X 0 0 0 Greg Pemberton Director 2.0 0.0 X 0 0 0 James Starbuck Director 2.0 0.0 X 0 0 0 Jason Eckerle Director 2.0 0.0 X 0 0 0 Jean Wojtowicz Director 2.0 0.0 X 0 0 0 Jeb Banner Director 2.0 0.0 X 0 0 0 Jennifer Ping Director 2.0 0.0 X 0 0 0 Jeremy Buchanan Director 2.0 0.0 X 0 0 0 Jimmie McMillian Director 2.0 0.0 X 0 0 0 Johna Norton Director 2.0 0.0 X 0 0 0 Joseph Smith Jr Director 2.0 0.0 X 0 0 0 Julie Singer Director 2.0 0.0 X 0 0 0 KALEN JACKSON Director 2.0 0.0 X 0 0 0 Kaye Vitug Director 2.0 0.0 X 0 0 0 Ken Britt Director 2.0 0.0 X 0 0 0 Lauren James Director 2.0 0.0 X 0 0 0 Lisa Harris Director 2.0 0.0 X 0 0 0 Mandy Parris Director 2.0 0.0 X 0 0 0 Maria Wiley Director 2.0 0.0 X 0 0 0 Marvin Blade DIRECTOR 2.0 0.0 X 0 0 0 Mary Boelke Director 2.0 0.0 X 0 0 0 Max Harper Director 2.0 0.0 X 0 0 0 Michael Becher Director 2.0 0.0 X 0 0 0 Michael Dilts Director 2.0 0.0 X 0 0 0 Michael O'Connor Director 2.0 0.0 X 0 0 0 Mike North Director 2.0 0.0 X 0 0 0 Neely Pierce Director 2.0 0.0 X 0 0 0 Rafael Sanchez Director 2.0 0.0 X 0 0 0 Samuel Odle Director 2.0 0.0 X 0 0 0 Scott Beier Director 2.0 0.0 X 0 0 0 Scott Luc Director 2.0 0.0 X 0 0 0 Shelly Smith Director 2.0 0.0 X 0 0 0 Stephanie Kim Director 2.0 0.0 X 0 0 0 Tekiah Tunstall Director 2.0 0.0 X 0 0 0 Tory Castor Director 2.0 0.0 X 0 0 0 Jennifer Gallagher Chief Financial Officer 40.0 0.0 X 221481 0 21718 Regina Ashley Chief Operating Officer 40.0 0.0 X 238335 0 21628 Ashley Scruggs VP Talent Management 40.0 0.0 X 135707 0 17908 Denise Luster Chief Strategic Intelligence and Information Officer 40.0 0.0 X 200996 0 20487 Maarten Bout VP Major and Transformational Gifts 40.0 0.0 X 135050 0 16538 Penny Keller Chief Development Officer 40.0 0.0 X 192609 0 29320 Sara VanSlambrook Chief Impact Officer 40.0 0.0 X 203788 0 31903 Lucia Downton VICE PRESIDENT OF TECHNOLOGY AND OPERATIONS 40.0 0.0 X 133791 0 26301 1915585 0 239445 19 true true false Unity Tek Systems 8888 KEYSTONE CROSSING suite 1300 INDIANAPOLIS IN 46240 COMPUTER SERVICES 320893 Indiana University Research Administration Dept 78867 PO Box 78000 DETROIT MI 482780867 Data Services 234409 Resultant LLC 111 MONEUMENT CIRCLE INDIANPOLIS IN 46204 Data 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COLUMN D - 52915.0, COLUMN E - 27555.0, COLUMN F - 170401.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 23782 91362 115144 61413591 0 61528735 0 1000000 0 250000 0 0 0 0 0 1000000 1000000 1000000 1000000 4000000 6000000 130121 144346 125272 115144 514883 250000 250000 250000 250000 1000000 1500000 29224 40113 24258 23782 117377 Schedule C, Part II-A UNITED WAY OF CENTRAL INDIANA'S (UWCI) LOBBYING EXPENSES ARE ALL IN HOUSE LOBBYING EXPENSES. false true X 129333379 5770 15184307 0 4944435 139579021 118573927 8685 15349243 0 4598476 129333379 110956887 12560 11867666 4263186 118573927 131210681 33998 -14306923 5980869 110956887 102172799 748753 32303456 4014327 131210681 0.0254 0.9583 0.0163 true false 1191914 1009007 182907 2709845 2598531 111314 294221 Federal Income Taxes Lease Liability 4245005 4245005 X 50890035 5717522 100952 5818474 45071561 442175 5599143 6041318 51112879 56833092 100952 100952 56732140 442175 4354420 4796595 61528735 Schedule D, Part IV, Line 2b Explanation of escrow agreement THE UNITED WAY OF CENTRAL INDIANA ACTS AS A FISCAL AGENT AS WELL AS AN EMPLOYEE AGENT FOR THE COALITION FOR HOMELESS INTERVENTION AND PREVENTION INCORPORATED, A 501(C)(3) ORGANIZATION. Schedule D, Part V, Line 4 Intended uses of endowment funds MAJORITY OF ENDOWED FUNDS ARE INTENDED FOR UNITED WAY OF CENTRAL INDIANA OPERATING AND FUNDRAISING EXPENSES SO THAT A LARGER PORTION OF OTHER DONOR DOLLARS CAN GO DIRECTLY TO FUND PROGRAMS. A SMALL PORTION OF ENDOWED FUNDS ARE INTENDED FOR SPECIFIC UNITED WAY OF CENTRAL INDIANA PROGRAMS. Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote UNITED WAY IS A NONPROFIT ORGANIZATION EXEMPT FROM INCOME TAX UNDER SECTION 501(C (3) OF THE U.S. INTERNAL REVENUE CODE (IRC). UWCI, LLC IS A SINGLE MEMBER LLC WHOSE SINGLE MEMBER IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE IRC. GAAP REQUIRES UNITED WAY AND UWCI, LLC TO RECOGNIZE A TAX LIABILITY 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 IS THE LARGEST AMOUNT OF UNCERTAIN TAX POSITION THAT IS GREATER THAN 50% LIKELY OF BEING REALIZED ON EXAMINATION. FOR TAX POSITIONS NOT MEETING THE MORELIKELY- THAN-NOT TEST, NO TAX LIABILITY IS RECORDED. UNITED WAY AND UWCI, LLC HAVE EXAMINED THIS ISSUE AND HAVE DETERMINED THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS. UNITED WAY AND UWCI, LLC DO NOT EXPECT THE TOTAL AMOUNT OF UNCERTAIN TAX POSITIONS TO SIGNIFICANTLY CHANGE IN THE NEXT 12 MONTHS. UNITED WAY AND UWCI, LLC RECOGNIZE INTEREST AND/OR PENALTIES RELATED TO INCOME TAX MATTERS IN INCOME TAX EXPENSE. UNITED WAY AND UWCI, LLC DID NOT HAVE ANY AMOUNTS ACCRUED FOR INTEREST AND PENALTIES AT JUNE 30, 2025 OR 2024. 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1723 RIVER SHORE PARKWAY INDIANAPOLIS IN 46208 884333142 501(c)(3) 20000 Program and/or operating support PRIME LIFE ENRICHMENT INC 1078 Third Ave SW Carmel IN 46032 351411017 501(c)(3) 1319 Donor Choice PRIME LIFE ENRICHMENT INC 1078 Third Ave SW Carmel IN 46032 351411017 501(c)(3) 129484 Program and/or operating support PROMISES 2 KIDS FOUNDATION 9400 RUFFIN CT SAN DIEGO CA 92123 953655288 501(c)(3) 5750 Donor Choice PROVIDENCE CRISTO REY HIGH SCHOOL 2717 S EAST ST INDIANAPOLIS IN 46225 203585867 501(c)(3) 51251 Donor Choice PURDUE UNIVERSITY 155 S GRANT ST WEST LAFAYETTE IN 47907 356002041 501(c)(3) 7459 Donor Choice RAMAH DAROM INC 6400 POWERS FERRY RD ATLANTA GA 30339 582146741 501(c)(3) 10846 Donor Choice RILEY CHILDREN'S FOUNDATION 30 S Meridian St Suite 200 INDIANAPOLIS IN 462043509 350868147 501(c)(3) 28966 Donor Choice ROCK HAUS FOUNDATION 511 EAST NORTH STREET NEW BRAUNFELS TX 78130 821248918 501(c)(3) 9500 Donor Choice ROOK'S RESOURCES INC 6316 HATFIELD WAY BROWNSBURG IN 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501(c)(3) 20496 Donor Choice SHELTERING WINGS CENTER FOR WOMEN PO BOX 92 DANVILLE IN 461220092 352077713 501(c)(3) 247934 Program and/or operating support SHEPHERD COMMUNITY INC 4107 E WASHINGTON ST INDIANAPOLIS IN 46201 351765846 501(c)(3) 17990 Donor Choice SHEPHERD COMMUNITY INC 4107 E WASHINGTON ST INDIANAPOLIS IN 46201 351765846 501(c)(3) 514614 Program and/or operating support SHEPHERD'S CENTER OF HAMILTON COUNTY 1250 Conner St Noblesville IN 46060 311131854 501(c)(3) 4128 Donor Choice SHEPHERD'S CENTER OF HAMILTON COUNTY 1250 Conner St Noblesville IN 46060 311131854 501(c)(3) 158336 Program and/or operating support SOCIETY OF ST VINCENT DE PAUL 3001 E 30th St INDIANAPOLIS IN 46218 371507632 501(c)(3) 27094 Donor Choice SOCIETY OF ST VINCENT DE PAUL 3001 E 30th St INDIANAPOLIS IN 46218 351507632 501(c)(3) 46750 Program and/or operating support SOUTHEAST COMMUNITY SERVICES 901 SHELBY ST INDIANAPOLIS IN 46203 351318068 501(c)(3) 501500 Program and/or operating support SOUTHSIDE YOUTH COUNCIL (REACH FOR YOUTH) 3505 N Washington Blvd INDIANAPOLIS IN 46205 237456842 501(c)(3) 2460 Donor Choice SOUTHSIDE YOUTH COUNCIL (REACH FOR YOUTH) 3505 N Washington Blvd INDIANAPOLIS IN 46205 237456842 501(c)(3) 202500 Program and/or operating support SS PETER & PAUL CATHEDRAL 1347 N MERIDIAN ST INDIANAPOLIS IN 46202 350868029 501(c)(3) 25028 Donor Choice ST ALPHONSUS CATHOLIC CHURCH 1870 W Oak St ZIONSVILLE IN 46077 356265363 501(c)(3) 7963 Donor Choice ST ELIZABETHCOLEMAN PREGNANCY AND ADOPTION SERVI PO Box 1410 INDIANAPOLIS IN 46206 350868151 501(c)(3) 21233 Donor Choice ST JUDE CHILDREN'S RESEARCH HOSPITAL 501 St Jude Pl MEMPHIS TN 38105 351044585 501(c)(3) 6792 Donor Choice ST MARY'S CHILD CENTER 901 DR MARTIN LUTHER KING JR ST INDIANAPOLIS IN 46202 351141484 501(c)(3) 59594 Donor Choice ST MARY'S CHILD CENTER 901 DR MARTIN LUTHER KING JR ST INDIANAPOLIS IN 46202 351141484 501(c)(3) 326668 Program and/or operating support ST VINCENT DE PAUL VILLAGE 3350 E ST SAN DIEGO CA 921023332 330492302 501(c)(3) 30198 Donor Choice STABILITY FIRST PO BOX 1452 MARTINSVILLE IN 46151 474429844 501(c)(3) 488131 Program and/or operating support STABILITY FIRST PO BOX 1452 MARTINSVILLE IN 46151 474429844 501(c)(3) 209 Donor Choice STARFISH INITIATIVE 2955 N MERIDIAN ST STE 101 INDIANAPOLIS IN 46208 562442758 501(c)(3) 24527 Donor Choice SYCAMORE SERVICES INC PO Box 369 DANVILLE IN 46122 351064235 501(c)(3) 2021 Donor Choice SYCAMORE SERVICES INC PO Box 369 DANVILLE IN 46122 351064235 501(c)(3) 78662 Program and/or operating support TANGRAM 5155 PENNWOOD DR INDIANAPOLIS IN 46205 351661813 501(c)(3) 1472 Donor Choice TANGRAM 5155 PENNWOOD DR INDIANAPOLIS IN 46205 351661813 501(c)(3) 183336 Program and/or operating support TEENWORKS 2820 N MERIDIAN ST INDIANAPOLIS IN 46208 462047309 501(c)(3) 2156 Donor Choice TEENWORKS 2820 N MERIDIAN ST INDIANAPOLIS IN 46208 462047309 501(c)(3) 275836 Program and/or operating support THE LATINOA YOUTH COLLECTIVE OF INDIANA 1064 W 36TH ST INDIANAPOLIS IN 46208 463659370 501(c)(3) 201 Donor Choice THE LATINOA YOUTH COLLECTIVE OF INDIANA 1064 W 36TH ST INDIANAPOLIS IN 46208 463659370 501(c)(3) 20000 Program and/or operating support THE SALVATION ARMY (CENTRAL TERRITORY) 5550 PRAIRIE STONE PKWY HOFFMAN ESTATES IL 60192 362167910 501(c)(3) 1125000 Program and/or operating support THE TREVOR PROJECT PO BOX 69232 WEST HOLLYWOOD CA 90069 954681287 501(c)(3) 8966 Donor Choice TRADERS POINT CHRISTIAN CHURCH 6590 S INDIANPOLIS RD WHITESTOWN IN 46075 351181695 501(c)(3) 8600 Donor Choice TRIDENT UNITED WAY 6296 RIVERS AVE NORTH CHARLESTON SC 29406 570314378 501(c)(3) 9862 Donor Choice TRINITY FREE CLINIC INC 1045 W 146TH ST CARMEL IN 46032 352120420 501(c)(3) 41250 Program and/or operating support TRINITY HAVEN INC 3561 N PENNSYLVANIA ST INDIANAPOLIS IN 46205 825358554 501(c)(3) 5296 Donor Choice UNITED WAY FOR GREATER AUSTIN 2000 E MARTIN LUTHER KING JR BLVD AUSTIN TX 78702 741193439 501(c)(3) 10511 Donor Choice UNITED WAY FOR 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Choice UNITED WAY OF NORTHWEST MICHIGAN 4075 COPPER RIDGE DR TRAVERSE CITY MI 49684 381679060 501(c)(3) 10952 Donor Choice UNITED WAY OF PALM BEACH COUNTY INC 477 S ROSEMARY AVE WEST PALM BEACH FL 33401 590683258 501(c)(3) 9973 Donor Choice UNITED WAY OF PIKE COUNTY PO BOX 321 PETERSBURG IN 47567 352026264 501(c)(3) 31407 Donor Choice UNITED WAY OF SAGINAW COUNTY 1840 N MICHIGAN AVE SAGINAW MI 48602 381358215 501(c)(3) 5248 Donor Choice UNITED WAY OF SAN DIEGO COUNTY 4699 MURPHY CANYON RD SAN DIEGO CA 92123 952213995 501(c)(3) 33638 Donor Choice UNITED WAY OF SOUTH CENTRAL INDIANA PO BOX 671 BEDFORD IN 474210671 351047413 501(c)(3) 7563 Donor Choice UNITED WAY OF SOUTH SARASOTA COUNTY 4242 S TAMIAMI TRAIL VENICE FL 34293 591100846 501(c)(3) 18864 Donor Choice UNITED WAY OF SOUTHERN CHESTER COUNTY PO BOX 362 KENNETT SQUARE PA 19348 231260899 501(c)(3) 10928 Donor Choice UNITED WAY OF SOUTHERN MAINE PO BOX 15200 PORTLAND ME 04112 010241767 501(c)(3) 13521 Donor Choice UNITED WAY OF SOUTHWEST COLORADO PO BOX 3040 DURANGO CO 813023040 237113221 501(c)(3) 21243 Donor Choice UNITED WAY OF SOUTHWESTERN PENNSYLVANIA PO BOX 735 PITTSBURGH PA 152300735 251043578 501(c)(3) 6886 Donor Choice UNITED WAY OF SUMMIT & MEDINA 37 N HIGH ST AKRON OH 44308 341169257 501(c)(3) 10853 Donor Choice UNITED WAY OF TARRANT COUNTY PO BOX 4448 FORT WORTH TX 761640448 750858360 501(c)(3) 5961 Donor Choice UNITED WAY OF THE BAY AREA 550 KEARNEY ST SAN FRANCISCO CA 941082524 941312348 501(c)(3) 19811 Donor Choice UNITED WAY OF THE BLACK HILLS 621 6TH ST RAPID CITY SD 57701 460259754 501(c)(3) 5295 Donor Choice UNITED WAY OF THE BLUEGRASS 651 PERIMETER DR LEXINGTON KY 40517 610444679 501(c)(3) 21344 Donor Choice UNITED WAY OF THE CAPE FEAR AREA 5919 OLEANDER DR WILMINGTON NC 28403 560529949 501(c)(3) 6172 Donor Choice UNITED WAY OF THE COLUMBIA-WILLAMETTE 619 SW 11TH AVE PORTLAND OR 972052646 930582124 501(c)(3) 28954 Donor Choice UNITED WAY OF THE GREATER DAYTON AREA 409 E MONUMENT AVE DAYTON OH 45402 310536658 501(c)(3) 5054 Donor Choice UNITED WAY OF THE GREATER LEHIGH VALLEY 1110 AMERICAN PKWY NE ALLENTOWN PA 18109 232657933 501(c)(3) 9966 Donor Choice UNITED WAY OF THE GREATER TRIANGLE INC 2400 PERIMETER PARK DR MORRISVILLE NC 275605403 561949103 501(c)(3) 35230 Donor Choice UNITED WAY OF THE NATIONAL CAPITAL AREA 1577 SPRING HILL ROAD VIENNA VA 221822223 530234290 501(c)(3) 28121 Donor Choice UNITED WAY OF THE OUACHITAS 233 HOBSON AVE HOT SPRINGS AZ 71913 710264296 501(c)(3) 7947 Donor Choice UNITED WAY OF TUCSON & SOUTHERN ARIZONA PO BOX 86750 TUCSON AZ 85754 860098932 501(c)(3) 7575 Donor Choice UNITED WAY OF WABASH VALLEY INC 2901 OHIO BLVD STE 215 TERRE HAUTE IN 478032239 351008531 501(c)(3) 20848 Donor Choice UNITED WAY SUNCOAST MANATEE AREA 4215 CONCEPT CT BRADENTON FL 34211 593725701 501(c)(3) 38071 Donor Choice UNITED WAY WORLDWIDE PO BOX 358086 PITTSBURGH PA 152515086 131635294 501(c)(3) 11001 Donor Choice UNITED WAYS OF SOUTH CENTRAL MICHIGAN 709 S WESTNEDGE 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MARTINSVILLE IN 46151 311255091 501(c)(3) 93773 Program and/or operating support WESTMINSTER NEIGHBORHOOD SERVICES 2325 E NEW YORK ST INDIANAPOLIS IN 46201 463757511 501(c)(3) 475 Donor Choice WESTMINSTER NEIGHBORHOOD SERVICES 2325 E NEW YORK ST INDIANAPOLIS IN 46201 463757511 501(c)(3) 26250 Program and/or operating support WHEELER MISSION MINISTRIES 205 E NEW YORK ST INDIANAPOLIS IN 46204 350888771 501(c)(3) 72718 Donor Choice YMCA OF GREATER INDIANAPOLIS 5736 LEE RD INDIANAPOLIS IN 46216 350868211 501(c)(3) 27010 Donor Choice YMCA OF GREATER INDIANAPOLIS 5736 LEE RD INDIANAPOLIS IN 46216 350868211 501(c)(3) 230000 Program and/or operating support ZIONSVILLE EDUCATION FOUNDATION INC 900 MULBERRY ST ZIONSVILLE IN 46077 300024279 501(c)(3) 8571 Donor Choice 272 0 Winter Assistance Fund 239 121459 Human Service Renewal 38 428615 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds Each grant is tracked in its own project in the accounting system for real expenses. Each dept also tracks time spent on grants and records that time. Supervisors review and approve the time sheets. X X X X X false false false false false false false true false Fred Payne President and CEO 347970 0 104833 0 1025 0 34586 0 19056 0 507470 0 0 0 Regina Ashley Chief Operating Officer 215087 0 21985 0 1263 0 13351 0 8277 0 259963 0 0 0 Jennifer Gallagher Chief Financial Officer 199171 0 21902 0 408 0 13441 0 8277 0 243199 0 0 0 Lucia Downton VICE PRESIDENT OF TECHNOLOGY AND OPERATIONS 119075 0 13325 0 1391 0 10243 0 16058 0 160092 0 0 0 Sara VanSlambrook Chief Impact Officer 180618 0 21673 0 1497 0 12847 0 19056 0 235691 0 0 0 Penny Keller Chief Development Officer 171169 0 19985 0 1455 0 10264 0 19056 0 221929 0 0 0 Denise Luster Chief Strategic Intelligence and Information Officer 177655 0 21881 0 1460 0 12210 0 8277 0 221483 0 0 0 Ashley Scruggs VP Talent Management 135707 0 0 0 0 0 8606 0 9302 0 153615 0 0 0 Maarten Bout VP Major and Transformational Gifts 135050 0 0 0 0 0 7406 0 9132 0 151588 0 0 0 Schedule J, Part I, Line 7 Non-fixed payments Bonuses are determined by the Executive Compensation Committee comprised of Board members. The committee annually reviews the TOP MANAGEMENT OFFICIAL positions' goals for the fiscal year and bonus level eligibility for each position in order to make the determination of bonus amounts. 96 1231099 Market value 0 false true false Schedule M, Part I Explanation of reporting method for number of contributions Securities-publicly traded-number of contributions Form 990, Part III, Line 4d Description of other program services (Expenses $ 22,407,080 including grants of $ 16,003,065)(Revenue $ 612,377) Through Other Program services, United Way ensures that all our work is backed up with research and data, implemented with fidelity, and leveraged with other community resources. These included community needs/human services research; public policy advocacy; volunteer training, development, and deployment; nonprofit leadership education and training; and convening community leaders and funders to align resources around shared community goals. We also deployed $950,000 to 13 organizations through our social innovation fund grants. United Way addresses Central Indiana's most pressing needs in education, economic mobility, safe & affordable housing, and basic needs. Much of this work was accomplished in fiscal year 2024/2025 through support of accredited Community Based Organizations (CBOs) across the human services spectrum. These CBOs are part of a rigorous evaluation process that assesses organizational governance; leadership; diversity, equity & inclusion; financial stability; strategic planning; community responsiveness; sustainability & scalability; and ability to market and engage funders to support their work. United Way also supported these CBOs' general operations through donor designated and other-directed gifts; capital, technology and facilities maintenance grants; and evaluation, capacity building, contingency, staff support, and other activities. in addition, United Way administered donor designated dollars to a wide range of unaffiliated organizations across the non-profit sector. Form 990, Part VI, Line 1a DELEGATE BROAD AUTHORITY TO A COMMITTEE THE EXECUTIVE COMMITTEE SHALL, FROM TIME TO TIME, CONSIST OF THE FOLLOWING MEMBERS OF THE BOARD OF DIRECTORS: THE BOARD CHAIR, CHAIR-ELECT, IMMEDIATE PAST BOARD CHAIR, SECRETARY, TREASURER, CHAIRS OF THE STANDING COMMITTEES, THE COMMUNITY ENGAGEMENT CHAIR, AND AT-LARGE MEMBERS SELECTED IN ACCORDANCE WITH ARTICLE I, SECTION 3, OF THESE BYLAWS. THE PRESIDENT AND CHIEF EXECUTIVE OFFICER SHALL SERVE AS A MEMBER OF THE EXECUTIVE COMMITTEE WITH FULL VOTING RIGHTS. THE BOARD CHAIR SHALL ACT AS CHAIR OF THE EXECUTIVE COMMITTEE AND THE PRESIDENT AND CHIEF EXECUTIVE OFFICER SHALL ACT AS THE SECRETARY OF THE EXECUTIVE COMMITTEE. DURING THE INTERVALS BETWEEN MEETINGS OF THE BOARD OF DIRECTORS AND SUBJECT TO SUCH LIMITATIONS AS MAY BE IMPOSED BY LAW, THE ARTICLES OF INCORPORATION, OR THESE BYLAWS, THE EXECUTIVE COMMITTEE SHALL HAVE AND MAY EXERCISE ALL THE AUTHORITY OF THE BOARD OF DIRECTORS IN THE MANAGEMENT OF THE CORPORATION, EXCEPT THAT NO ACTION SHALL BE TAKEN WHICH SHALL CONFLICT WITH THE EXPRESS POLICIES OF THE BOARD OF DIRECTORS. Form 990, Part VI, Line 11b Review of form 990 by governing body FORM 990 IS PREPARED BY UWCI'S CONTROLLER AND ITS CFO AND REVIEWED BY AN INDEPENDENT ACCOUNTING FIRM PRIOR TO SUBMISSION TO UWCI'S AUDIT AND FINANCE COMMITTEE. THE AUDIT AND FINANCE COMMITTEE ALL REVIEW FORM 990 IN THEIR OCTOBER MEETING EACH YEAR PRIOR TO THE OCTOBER BOARD MEETING. CHAIR OF THE AUDIT COMMITTEE PRESENTED FORM 990 INFORMATION TO THE BOARD OF DIRECTORS. THE FORM WAS ELECTRONICALLY PROVIDED TO EACH BOARD MEMBER BEFORE THE (VIRTUAL) MEETING. A REPRESENTATIVE OF THE INDEPENDENT ACCOUNTING FIRM WAS ALSO PRESENT AT THE BOARD MEETING. Form 990, Part VI, Line 12c Conflict of interest policy UNITED WAY OF CENTRAL INDIANA (UWCI) REQUIRES ALL BOARD MEMBERS, MEMBERS OF STANDING COMMITTEES, SPECIAL COMMITTEES, WORK GROUPS, OFFICERS, KEY EMPLOYEES, AND HIGHLY COMPENSATED EMPLOYEES TO COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE. THE QUESTIONNAIRES ARE REVIEWED BY THE CFO AND ANY CONFLICTS DISCLOSED IN THE QUESTIONNAIRES ARE REPORTED TO THE AUDIT AND FINANCE COMMITTEE AND THE GOVERNANCE COMMITTEE FOR EVALUATION AND TO DETERMINE IF THERE ARE ACTUAL OR POTENTIAL CONFLICTS OF INTEREST. INDIVIDUALS WITH A CONFLICT ABSTAIN FROM VOTING ON RELATED ISSUES. UWCI ALSO HAS ESTABLISHED AN ETHICS OFFICER. THE ETHICS OFFICER IS A MEMBER OF THE BOARD OF DIRECTORS AND ADDRESSES ANY ETHICS CONCERNS THAT MAY ARISE. Form 990, Part VI, Line 15a Process to establish compensation of top management official AN EXECUTIVE COMPENSATION/EVALUATION COMMITTEE MEETS ANNUALLY TO EVALUATE THE PERFORMANCE OF THE PRESIDENT AND TO ESTABLISH ANNUAL COMPENSATION ADJUSTMENTS. COMPARABILITY DATA, INCLUDING STUDIES PROVIDED BY THE UNITED WAY OF AMERICA AND OTHER RELEVANT BENCHMARKS, ARE USED TO DETERMINE COMPENSATION. THE PROCESS AND DECISIONS ARE DOCUMENTED IN THE COMMITTEE MINUTES. A FULL INDEPENDENT COMPENSATION STUDY IS CONDUCTED EVERY TWO YEARS. WITH THE LAST ONE BEING COMPLETED IN APRIL OF 2025. Form 990, Part VI, Line 15b Process to establish compensation of other employees THE EXECUTIVE COMPENSATION COMMITTEE ALSO REVIEWS THE SALARIES FOR ALL SENIOR EXECUTIVES, INCLUDING THE COO AND CFO. COMPARABILITY DATA, INCLUDING STUDIES PROVIDED BY THE UNITED WAY OF AMERICA AND OTHER RELEVANT BENCHMARKS, IS USED TO DETERMINE COMPENSATION. THE PROCESS AND DECISIONS ARE DOCUMENTED IN THE COMMITTEE MINUTES. THIS PROCESS IS DONE ON AN ANNUAL BASIS WITH A FULL INDEPENDENT COMPENSATION STUDY EVERY TWO YEARS. Form 990, Part VI, Line 19 Required documents available to the public THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, CODE OF ETHICS, FORM 990 AND FINANCIAL STATEMENTS ARE AVAILABLE ON OUR WEBSITE AND TO THE PUBLIC UPON REQUEST. Form 990, Part XI, Line 9 Other changes in net assets or fund balances ADJUSTMENT TO PRIOR YEAR UNCOLLECTIBLE PLEDGES - -1244723; Total - -1244723; UNITED WAY OF CENTRAL INDIANA LLC 2955 NORTH MERIDIAN STREET SUITE 300 INDIANAPOLIS IN 46208 035087427 PROPERTY HOLDING CO. DE 0 0 UNITED WAY OF CENTRAL INDIANA INC