2026-05-14T09:12:21-05:00 2024-06-30 350905017 WHITINGER & COMPANY LLC 1100 W WHITE RIVER BLVD MUNCIE IN 473033776 990 2023-07-01 350996148 HEART OF INDIANA UNITED WAY INC HEAR 7652885586 400 N HIGH STREET SUITE 300 MUNCIE IN 47305 JENNIFER MARSH PRESIDENT AND CEO 7652885586 2026-05-11 1 1 JOHN D MARTIN CPA P00321694 7652843384 2026-05-11 2023 2025-03-06 01:10:19Z X JENNIFER MARSH 400 N HIGH STREET SUITE 300 MUNCIE IN 47305 2465124 0 X WWW.HEARTOFINDIANAUNITEDWAY.ORG X 1925 IN SEE ATTACHED SCHEDULE O 17 17 19 400 0 0 2420698 2073952 0 0 30498 110436 193714 160843 2644910 2345231 1112427 710000 0 0 871296 880751 0 0 257921 839043 753276 2822766 2344027 -177856 1204 5340430 5183010 1505030 1124160 3835400 4058850 WE IMPROVE LIVES BY MOBILIZING THE CARING POWER OF OUR COMMUNITIES WHILE CREATING A CULTURE OF GIVING, ADVOCATING, AND VOLUNTEERING. 0 0 1854683 710000 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. 1854683 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 9 0 1 19 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 SNYDER-LOGAN BEKAH CHAIR 1.00 X X 0 0 0 SMITH OBADIAH VICE CHAIR 1.00 X X 0 0 0 WELLS ALISA SECRETARY 1.00 X X 0 0 0 DUDLEY JENNIFER TREASURER 1.00 X X 0 0 0 KELSEY MATT PAST CHAIR 1.00 X X 0 0 0 BOSTIC TREVA DIRECTOR 1.00 X 0 0 0 BRAMWELL GREG DIRECTOR 1.00 X 0 0 0 ECKERTY KEVIN DIRECTOR 1.00 X 0 0 0 GIBSON JENNIFER DIRECTOR 1.00 X 0 0 0 KWIATKOWSKI LEEANN DIRECTOR 1.00 X 0 0 0 LASH KATIE DIRECTOR 1.00 X 0 0 0 SPRONG MARIANNE DIRECTOR 1.00 X 0 0 0 STALLINGS DANIEL DIRECTOR 1.00 X 0 0 0 THOMAS TYRONE DIRECTOR 1.00 X 0 0 0 WILLARD RASHIDA DIRECTOR 1.00 X 0 0 0 MARSH JENNIFER PRESIDENT & CEO 40.00 X 115375 0 18517 115375 0 18517 1 0 0 0 0 2073952 1965 2073952 82540 82540 96975 69079 27896 27896 27896 86066 50814 35252 35252 CHANGE IN BENEFICIAL INTEREST AT 900099 66932 66932 MISCELLANEOUS INCOME 900099 58659 58659 125591 2345231 0 0 271279 710000 710000 134858 72311 29210 33337 489482 267050 103080 119352 43407 28953 6013 8441 159403 145859 3469 10075 53601 32310 9880 11411 34125 23546 4017 6562 22393 22393 82537 66384 5402 10751 22904 19094 1283 2527 46255 31996 5293 8966 7915 5484 923 1508 49186 34511 5600 9075 9897 7325 212 2360 27741 26268 473 1000 25198 25198 10695 5148 4112 1435 8693 5998 1023 1672 GRANT EXPENSE 267001 267001 CAMPAIGN EVENTS & PROG 78768 57296 21472 DUES AND SUBSCRIPTIONS 43427 31748 3789 7890 MISCELLANEOUS 15815 15675 53 87 726 726 2344027 1854683 231423 257921 1017301 692651 81254 93412 426601 457103 54974 0 26513 26403 212661 82730 126480 129931 1870193 2053976 745491 721884 991623 1007650 5340430 5183010 100875 106982 1323582 972821 80573 44357 1505030 1124160 X 2524465 2738526 1310935 1320324 3835400 4058850 5340430 5183010 X 1204 222247 -1 X X 0 1 X 1 0 X 2972427 1246428 3136161 2420698 2073952 11849666 2972427 1246428 3136161 2420698 2073952 11849666 1119467 10730199 34852 38080 70104 86247 82540 311823 8286 374846 98553 176007 125591 783283 12944772 68437 0.82890 0.83140 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 946667 66667 93242 107380 999196 918763 71825 68026 111947 946667 708132 454323 -28076 215616 918763 571801 166546 30215 708132 584516 8286 21001 571801 0.00000 0.96463 0.03537 1 0 23493 23493 124886 41357 83529 64282 41373 22909 129931 COMMUNITY FOUNDATION STABILIZATION FUND 721884 F 721884 BENEFICIAL INTEREST IN ASSETS HELD 963852 DEPOSITS 200 OPERATING LEASE RIGHT OF USE ASSETS 43598 1007650 OPERATING LEASE LIABILITIES 44357 44357 2615397 222247 70314 292561 2322836 22393 2 22395 2345231 2391946 70314 70314 2321632 22393 2 22395 2344027 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 50,814. IN-KIND SERVICES 19,500. PART XI, LINE 4B - OTHER ADJUSTMENTS: ROUNDING 2. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE RECLASSIFICATION 50,814. IN-KIND SERVICES 19,500. PART XII, LINE 4B - OTHER ADJUSTMENTS: ROUNDING 2. 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 52975 52975 33972 OTHER CAMPAIGN EVENTS 33091 33091 55 16787 86066 86066 55 50759 50814 35252 1 A BETTER WAY 806 W JACKSON STREET MUNCIE IN 47308 350868081 501(C)(3) 12000 0 FUNDING ALLOCATION ALTERNATIVES INC P O BOX 1302 ANDERSON IN 460151302 310986769 501(C)(3) 12000 0 FUNDING ALLOCATION ANDERSON HOUSING AUTHORITY 528 W 11TH STREET ANDERSON IN 46016 351954403 501(C)(3) 10000 0 FUNDING ALLOCATION ANDERSON IMPACT CENTER 630 NICHOL AVE ANDERSON IN 46016 900521040 501(C)(3) 20000 0 FUNDING ALLOCATION BEV'S KINDERGARTEN PREP 5126 N MUNCIE PIKE NEW CASTLE IN 47362 921053954 501(C)(3) 35000 0 FUNDING ALLOCATION BOYS & GIRLS CLUBS OF MUNCIE PO BOX 820 MUNCIE IN 47308 350869060 501(C)(3) 15000 0 FUNDING ALLOCATION CHRISTIAN MINISTRIES OF DELAWARE COUNTY INC PO BOX 1088 MUNCIE IN 47305 311179990 501(C)(3) 7000 0 FUNDING ALLOCATION ECOREHAB 723 SOUTH COUNCIL STREET MUNCIE IN 47305 352104556 501(C)(3) 11000 0 FUNDING ALLOCATION FAYETTE COUNTY COMMUNITY VOICES P O BOX 928 CONNERSVILLE IN 47331 821713312 501(C)(3) 12000 0 FUNDING ALLOCATION FIREFLY CHILDREN AND FAMILY ALLIANCE 1575 DR MARTIN LUTHER KING JR ST INDIANAPOLIS IN 46202 351061264 501(C)(3) 12000 0 FUNDING ALLOCATION GRACE HORIZON (STRIPPED LOVE) 802 E 5TH ST STE 8 ANDERSON IN 46012 464053749 501(C)(3) 24000 0 FUNDING ALLOCATION HABITAT FOR HUMANITY MADISON COUNTY 429 EAST 14TH STREET ANDERSON IN 46016 351736121 501(C)(3) 10000 0 FUNDING ALLOCATION HOME SAVERS OF DELAWARE COUNTY PO BOX 89 MUNCIE IN 47308 351923351 501(C)(3) 6000 0 FUNDING ALLOCATION HOUSE OF RUTH 322 SUMMIT AVENUE CONNERSVILLE IN 47331 204798593 501(C)(3) 10000 0 FUNDING ALLOCATION HUFFER MEMORIAL CHILDREN'S CENTER 2000 N ELGIN STREET MUNCIE IN 47308 351275252 501(C)(3) 35000 0 FUNDING ALLOCATION MONEY MINISTRIES 726 WOODLAWN DR ANDERSON IN 46012 832299398 501(C)(3) 11000 0 FUNDING ALLOCATION MOTIVATE OUR MINDS INC PO BOX 384 MUNCIE IN 47308 351734264 501(C)(3) 15000 0 FUNDING ALLOCATION MUNCIE MISSION MINISTRIES PO BOX 2349 MUNCIE IN 473070349 350869061 501(C)(3) 10000 0 FUNDING ALLOCATION MUNCIE OUTREACH 310 E CHARLES STREET MUNCIE IN 47305 463729237 501(C)(3) 7500 0 FUNDING ALLOCATION MUNCIE P3 - BALL STATE UNIVERSITY FOUNDATION 2800 W BETHEL AVE MUNCIE IN 47304 356024566 501(C)(3) 20000 0 FUNDING ALLOCATION OPEN DOOR HEALTH SERVICES 3715 S MADISON STREET MUNCIE IN 47308 352018494 501(C)(3) 7500 0 FUNDING ALLOCATION OPERATION LOVE MINISTRIES P O BOX 917 ANDERSON IN 46015 311114443 501(C)(3) 18000 0 FUNDING ALLOCATION PATHSTONE HOUSING CORP 1917 W ROYAL DRIVE MUNCIE IN 47304 160984913 501(C)(3) 74000 0 FUNDING ALLOCATION PRECIOUS HEARTS DEVELOPMENT CENTER 801 N GAVIN STREET MUNCIE IN 47303 352059750 501(C)(3) 20000 0 FUNDING ALLOCATION PROJECT LEADERSHIP DELAWARE COUNTY 2500 N ELGIN STREET MUNCIE IN 47303 311117791 501(C)(3) 11000 0 FUNDING ALLOCATION RANDOLPH COUNTY YMCA 1521 E WASHINGTON STREET WINCHESTER IN 47394 311120460 501(C)(3) 8000 0 FUNDING ALLOCATION ROSS COMMUNITY CENTER 1110 WEST 10TH STREET MUNCIE IN 47302 452050287 501(C)(3) 30000 0 FUNDING ALLOCATION SALVATION ARMY HENRY COUNTY 2500 WASHINGTON ST NEW CASTLE IN 47362 362167910 501(C)(3) 15000 0 FUNDING ALLOCATION SECOND HARVEST FOOD BANK OF EAST CENTRAL INDIANA 6621 OLD STATE ROAD 3 MUNCIE IN 47308 311111795 501(C)(3) 15000 0 FUNDING ALLOCATION ST VINCENT DEPAUL P O BOX 951 ANDERSON IN 46015 900054231 501(C)(3) 10000 0 FUNDING ALLOCATION THE GATHERING OF THE QUEENS 2222 W 12TH STREET ANDERSON IN 46016 863090389 501(C)(3) 30000 0 FUNDING ALLOCATION THE JOURNEY HOME 110 S MERIDIAN ST WINCHESTER IN 47394 462943028 501(C)(3) 10000 0 FUNDING ALLOCATION THE SHELTER 308 N EASTERN AVE CONNERSVILLE IN 47331 352603340 501(C)(3) 15000 0 FUNDING ALLOCATION UNITED DAYCARE CENTER 312 S VINE STREET MUNCIE IN 47308 350868143 501(C)(3) 35000 0 FUNDING ALLOCATION URBAN LIGHT CDC P O BOX 3185 MUNCIE IN 47307 270362676 501(C)(3) 15000 0 FUNDING ALLOCATION WHITELY COMMUNITY COUNCIL 405 S WALNUT ST MUNCIE IN 47305 351911000 501(C)(3) 20000 0 FUNDING ALLOCATION YWCA OF CENTRAL INDIANA 310 W CHARLES STREET MUNCIE IN 47305 350868225 501(C)(3) 22000 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 XI, LINE 9: ROUNDING -1. 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. AMENDED RETURN THIS RETURN IS BEING AMENDED TO REFLECT AN AUDIT ADJUSTMENT THAT AFFECTED PAGE 9 PART VIII LINE F ON THE STATEMENT OF REVENUE AND PAGE 11 PART X LINE 18 COLUMN B ON THE BALANCE SHEET. GRANTS PAYABLE WAS INCREASED BY $173,207 AND REVENUE WAS REDUCED BY $173,207 AS A RESULT OF THIS ADJUSTMENT.