2026-03-01T07:24:59-05:00 2025-06-30 352072184 DWC CPAS LLC 3454 DOUGLAS RD SOUTH BEND IN 46635 990 2024-07-01 351063368 UNITED WAY OF ST JOSEPH COUNTY INC UNIT 5742328201 3517 EAST JEFFERSON BOULEVARD SOUTH BEND IN 46615 MARK HERRIMAN PRESIDENT/CEO 5742328201 2025-12-05 true true BRADLEY J FETHEROLF CPA P01766977 5742339366 2026-02-10 2024 2025-03-06 01:10:19Z MARK HERRIMAN 3517 EAST JEFFERSON BLVD SOUTH BEND IN 46615 3390663 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. 13 13 20 131 0 3087409 2993645 73889 246048 204839 128370 5489 2258 3371626 3370321 574489 350000 0 1055163 1033364 0 496215 1002507 1277693 2632159 2661057 739467 709264 14398514 12655090 2794432 815401 11604082 11839689 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 1148947 350000 246048 UNITED WAY OF ST. JOSEPH COUNTY SUPPORTS VULNERABLE INDIVIDUALS AND FAMILIES THOUGH COMMUNITY IMPACT INITIATIVES AND STRATEGIC INVESTMENTS THAT STRENGTHEN HEALTH, EDUCATION, ECONOMIC MOBILITY, AND SAFETY NET SERVICES. IN PARTNERSHIP WITH MORE THAN 25 NONPROFIT ORGANIZATIONS, WE EXPAND ACCESS TO CRITICAL RESOURCES THAT ALLOW RESIDENTS TO LIVE SAFER, HEALTHIER, AND MORE STABLE LIVES. WE SECURE, LEVERAGE, AND DIRECT FUNDING TO MEET IMMEDIATE BASIC NEEDS AND PREVENT FAMILIES FROM FALLING INTO CRISIS, INCLUDING EARLY LEARNING SUPPORT, FOOD ACCESS, AND HOUSING AND UTILITY ASSISTANCE. A SIGNIFICANT FOCUS IS PLACED ON HOUSEHOLDS BELOW FINANCIAL STABILITY AND ALICE (ASSET LIMITED, INCOME CONTRAINED, EMPLOYED)INDIVIDUALS WHO ARE WORKING BUT CANNOT AFFORD BASIC NEEDS. THESE EFFORTS STRENGTHEN THE LOCAL SAFETY NET AND IMPROVE COORDINATION ACROSS THE COMMUNITY'S SUPPORT SYSTEM. 40631 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. 547348 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 CENTERS ARE DESIGNED TO HOST MENTAL HEALTHCARE, CHILDCARE, FAMILY SERVICES, SENIOR SERVICES, WIC, AND PROGRAMS DESIGNED TO IMPROVE PARENT INTERACTION WITH CHILDREN IN A LEARNING SETTING. WE CUREENTLY HAVE ONE FULLY FUNCTIONING IN THE SOUTHEAST NEIGHBORHOOD AND OTHERS ARE STILL IN DEVELOPNMENT. 1736926 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 true false false false false false false false false false false false false true false false false false true 11 0 20 true false false false false false false false false false false false false false false X 13 13 false false false false false false false true true false false true true true true true true true false false X MARK HERRIMAN 5742328201 3517 EAST JEFFERSON BLVD SOUTH BEND IN 46615 JAMES COX PRESIDENT/CE 40.00 X 169674 0 5090 MARK HERRIMAN PRESIDENT/CE 40.00 X 95509 0 2866 MURRAY MILLER DIRECTOR 1.00 X 0 0 0 MICHAEL BRANGLE DIRECTOR 1.00 X 0 0 0 RYAN BELL DIRECTOR 1.00 X 0 0 0 GWEN O'BRIEN DIRECTOR 1.00 X 0 0 0 KIM GEIGER 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 BRANDON STEWART COMMUNITY IM 2.00 X X 0 0 0 KIMBERLY GREEN REEVES CHAIR 2.00 X X 0 0 0 KARI ALFORD VICE CHAIR 2.00 X X 0 0 0 TARA ANTONUCCI GOVERNANCE 2.00 X X 0 0 0 TIM STOLT FINANCE/ADMI 2.00 X X 0 0 0 265183 7956 1 false true false 2556 1373746 1617343 2993645 RENTALS TO NEIGHBORHOOD ORGAN 531120 246048 246048 246048 128370 128370 22600 20342 2258 3370321 246048 128370 350000 350000 270704 37898 127231 105575 604065 286940 63619 253506 34187 13559 4290 16338 62698 32591 1784 28323 61710 23989 14771 22950 153193 153193 63244 34660 8904 19680 58407 31724 5198 21485 4770 4770 244513 210118 20290 14105 1190 675 373 142 29116 26398 1167 1551 25408 12704 6352 6352 240383 236367 2008 2008 PROJECT EXPENSES 410265 410265 EQUIPMENT EXPENSES 24222 14641 6161 3420 MISCELLANEOUS 11247 11247 OTHER DUES, PERMITS, FEES 4782 2931 1071 780 6953 219 6734 2661057 1736926 427916 496215 401001 282515 4776209 1371023 324277 349694 46429 24183 11523315 1526735 8252377 9996580 598221 631095 14398514 12655090 1256055 123563 116776 208533 1421601 483305 2794432 815401 X 10556880 11352258 1047202 487431 11604082 11839689 14398514 12655090 X 709264 -473657 X false true X true true true X 3750997 5818528 5152432 3087409 2993645 20803011 3750997 5818528 5152432 3087409 2993645 20803011 1145344 19657667 30470 30638 30780 204839 128370 425097 21228108 549856 0.92600 0.92740 X SUPPLEMENTAL INFORMATION LINE 1, COLUMN (A) 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 598221 62158 29284 631095 566930 61141 29850 598221 554908 41143 29121 566930 647446 -64423 28115 554908 509054 164305 25913 647446 1.00000 true false 21684 21684 7066411 1298900 5767511 412259 227835 184424 4022961 4022961 9996580 X 2729312 6448 32874 39322 2689990 680331 680331 3370321 2493705 6448 6448 2487257 173800 173800 2661057 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, 2025 OR 2024 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, 2022. SCHEDULE D, PAGE 4, PART XI, LINE 2D CHANGE IN VALUE OF BENEFICIAL INTERESTS 32,874 SCHEDULE D, PAGE 4, PART XI, LINE 4B DONOR DESIGNATED CONTRIBUTIONS 80,331 RETURN OF UNSPENT GRANT 600,000 SCHEDULE D, PAGE 4, PART XII, LINE 4B DONOR-DESIGNATED CONTRIBUTIONS PASSED-THROUGH 173,800 GOLF OUTING 22600 22600 300 1184 14178 4320 360 22600 22600 300 1184 14178 4320 360 20342 2258 true BOYS & GIRLS OF ST JOSEPH COUNTY 502 E SAMPLE ST SOUTH BEND IN 46601 351329625 501C3 25000 CHILD CARE RESOURCE BROADWAY CHRISTIAN PARISH 1412 S CARROLL ST SOUTH BEND IN 46613 351127662 501C3 25000 FOOD, HOUSING, HEAT CENTER FOR THE HOMELESS INC 813 SOUTH MICHIGAN ST SOUTH BEND IN 46601 351768544 501C3 20000 HOUSING RESOURCES CROSS COMMUNITY 707 SHERMAN AVENUE SOUTH BEND IN 46616 883247495 501C3 15000 GENERAL PURPOSE EL CAMPITO INC 1024 THOMAS ST SOUTH BEND IN 46601 351438892 501C3 10000 VARIOUS PURPOSES FIVE STAR LIFE 2204 CALIFORNIA ROAD ELKHART IN 46514 383325828 501C3 10000 AFTER SCHOOL PROGRAM HOPE MINISTRIES 432 S LAFAYETTE BLVD SOUTH BEND IN 46601 351038532 501C3 65000 VARIOUS PURPOSES LA CASA DE AMISTAD INC 746 S MEADE ST SOUTH BEND IN 46619 351350013 501C3 35000 VARIOUS PURPOSES LOGAN COMMUNITY RESOURCES 2505 E JEFFERSON BLVD SOUTH BEND IN 46615 350965639 501C3 10000 VARIOUS MCMILLEN HEALTH 600 JIM KELLEY BLVD FORT WAYNE IN 46816 351186994 501C3 9188 GENERAL PURPOSE MENTAL HEALTH AWARENESS OF MICHIANA 405 E DUBAIL AVE SOUTH BEND IN 46613 824359500 501C3 59337 GENERAL PURPOSE PUBLIC EDUCATION FOUNDATION PO BOX 862 BROWNSBURG IN 46112 351959196 501C3 10000 GENERAL PURPOSE RESTORATIVE JUSTICE COLLABORATIVE HUB PO BOX 711 SOUTH BEND IN 46624 882682723 501C3 11475 GENERAL PURPOSE YOUNG MEN'S CHRISTIAN ASSOCIATION 111 W JEFFERSON BLVD SOUTH BEND IN 46601 363258696 501C3 25000 GENERAL PURPOSE YOUTH SERVICE BUREAU 411 CATERINA STREET SOUTH BEND IN 46615 311174910 501C3 20000 GENERAL PURPOSE 15 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. false false false false false false false false false JAMES COX PRESIDENT/CEO 169674 5090 174764 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 2, PART III, LINE 4A UNITED WAY OF ST. JOSEPH COUNTY SUPPORTS VULNERABLE INDIVIDUALS AND FAMILIES THOUGH COMMUNITY IMPACT INITIATIVES AND STRATEGIC INVESTMENTS THAT STRENGTHEN HEALTH, EDUCATION, ECONOMIC MOBILITY, AND SAFETY NET SERVICES. IN PARTNERSHIP WITH MORE THAN 25 NONPROFIT ORGANIZATIONS, WE EXPAND ACCESS TO CRITICAL RESOURCES THAT ALLOW RESIDENTS TO LIVE SAFER, HEALTHIER, AND MORE STABLE LIVES. WE SECURE, LEVERAGE, AND DIRECT FUNDING TO MEET IMMEDIATE BASIC NEEDS AND PREVENT FAMILIES FROM FALLING INTO CRISIS, INCLUDING EARLY LEARNING SUPPORT, FOOD ACCESS, AND HOUSING AND UTILITY ASSISTANCE. A SIGNIFICANT FOCUS IS PLACED ON HOUSEHOLDS BELOW FINANCIAL STABILITY AND ALICE (ASSET LIMITED, INCOME CONTRAINED, EMPLOYED)INDIVIDUALS WHO ARE WORKING BUT CANNOT AFFORD BASIC NEEDS. THESE EFFORTS STRENGTHEN THE LOCAL SAFETY NET AND IMPROVE COORDINATION ACROSS THE COMMUNITY'S SUPPORT SYSTEM. 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 2026 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 JUNE 2025. 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 32,874 DONOR DESIGNATED CONTRIBUTIONS -80,331 RETURN OF UNSPENT GRANT -600,000 DONOR-DESIGNATED CONTRIBUTIONS PASSED-THROUGH 173,800 TOTAL -473,657 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 1739741 947603 UNITED WAY ONE ROOF ST JOE COUNTY MISHAWAKA 3517 E JEFFERSON BLVD SOUTH BEND IN 46615 PROPERTY IN 321353 UNITED WAY ONE ROOF ST JOE COUNTY NORTHWEST 3517 E JEFFERSON BLVD SOUTH BEND IN 46615 PROPERTY IN 22597 UNITED WAY