TY 2014 Form 990

(A) Name and Title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)	(E) Reportable compensation from related organizations (W- 2/1099-MISC)
(1) Anthony Cecchini........................................................................ Board Member	2.0 .......................0.0	X
(2) Richard J Haney........................................................................ Board Member	1.0 .......................0.0	X
(3) Carl Skoog........................................................................ Board Member	2.0 .......................0.0	X
(4) David V Stuart........................................................................ Board Member	1.0 .......................0.0	X
(5) Debra Lake........................................................................ Board Member	2.0 .......................0.0	X
(6) Carla Zuniga........................................................................ Board Member	1.0 .......................0.0	X
(7) Glenda G Abbott........................................................................ Community Impact Chair	2.0 .......................0.0	X	X
(8) James P Tan........................................................................ Board Member	1.0 .......................0.0	X
(9) Joseph L Pray........................................................................ Board Member	1.0 .......................0.0	X
(10) Scott E Jones........................................................................ Chair	1.0 .......................0.0	X	X
(11) Monica M Burmeister........................................................................ Treasurer Finance&Admin Chair	3.0 .......................0.0	X	X
(12) Nancy Chase Coolley........................................................................ Board Member	2.0 .......................0.0	X
(13) JUDGE VALERIE B CECKOWSKI........................................................................ Board Member	1.0 .......................0.0	X
(14) Patrice Maloney-Knauff........................................................................ Board Member	2.0 .......................0.0	X
(15) Benjamin Martindale........................................................................ Board Member	1.0 .......................0.0	X
(16) Donnovan M Young........................................................................ Board Member	2.0 .......................0.0	X
(17) Rob Whitney........................................................................ Board Member	1.0 .......................0.0	X

(A) Name and Title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)	(E) Reportable compensation from related organizations (W- 2/1099-MISC)
(18) Kristi Long........................................................................ President & CEO	50.0 .......................0.0	X	X	149,461	20,022
(19) Betty Larson........................................................................ Board Member	2.0 .......................0.0	X		0	0
(20) Tony Beltran MBA........................................................................ Board Member	1.0 .......................0.0	X		0	0
(21) Lawrence Corrigan........................................................................ Board Member	1.0 .......................0.0	X		0	0
(22) Michael G Nerheim........................................................................ Board Member	1.0 .......................0.0	X		0	0
(23) Marc R Parise DBA........................................................................ Board Member	1.0 .......................0.0	X		0	0
(24) Azita Saleki-Gerhardt PHD........................................................................ Board Member	1.0 .......................0.0	X		0	0
(25) Tejal Vakharia........................................................................ Board Member	2.0 .......................0.0	X		0	0
(26) Andrew Warrington........................................................................ Board Member	1.0 .......................0.0	X		0	0
(27) Mark Schweitzer........................................................................ Resource Development Chair	2.0 .......................0.0	X	X	0	0
(28) Carlotta Roman........................................................................ Board Member	1.0 .......................0.0	X		0	0
(29) Mike Stevens........................................................................ Board Member	1.0 .......................0.0	X		0	0
(30) Jay Barnes........................................................................ Board Member	1.0 .......................0.0	X		0	0
(31) Kristi Zinselmeier........................................................................ Board Member	1.0 .......................0.0	X		0	0
(32) Judy Berliant........................................................................ Board Member	1.0 .......................0.0	X		0	0
(33) Michele Maiter........................................................................ Board Member	1.0 .......................0.0	X		0	0
(34) Loreen Mershimer........................................................................ Board Member	1.0 .......................0.0	X		0	0

Do not include amounts reported on lines 6b, 7b, 8b, 9b, and 10b of Part VIII.	(A) Total expenses	(B) Program service expenses	(C) Management and general expenses	(D) Fundraising expenses
1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....	5,415,302	5,415,302
2	Grants and other assistance to domestic individuals. See Part IV, line 22 ....	0
3	Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16 ............	0
4	Benefits paid to or for members ....	0
5	Compensation of current officers, directors, trustees, and key employees ....	172,837	43,209	86,419	43,209
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ....	0
7	Other salaries and wages ....	1,011,627	632,676	159,331	219,620
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	61,991	36,765	10,824	14,402
9	Other employee benefits .......	150,899	87,270	29,351	34,278
10	Payroll taxes ...........	93,143	53,583	17,695	21,865
11	Fees for services (non-employees):
a	Management ......	0
b	Legal .........	0
c	Accounting ...........	31,956		31,956
d	Lobbying ...........	0
e	Professional fundraising services. See Part IV, line 17	0
f	Investment management fees ......	9,165		9,165
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) ....	122,146	60,523	4,968	56,655
12	Advertising and promotion ....	52,678	45,670	3,884	3,124
13	Office expenses .......	53,946	35,378	5,441	13,127
14	Information technology ......	211,916	108,034	22,538	81,344
15	Royalties ..	0
16	Occupancy ...........	71,893	39,242	9,948	22,703
17	Travel ............	16,985	8,602	748	7,635
18	Payments of travel or entertainment expenses for any federal, state, or local public officials ......	0
19	Conferences, conventions, and meetings ....	3,449	1,967	429	1,053
20	Interest ...........	0
21	Payments to affiliates .......	66,785	33,043	9,745	23,997
22	Depreciation, depletion, and amortization .....	77,156	38,174	11,258	27,724
23	Insurance ..............	20,347	10,312	2,929	7,106
24	Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a	MEMBERSHIP DUES	7,330	3,806	1,036	2,488
b	.
c	.
d	.
e	All other expenses	129,814	129,814
25	Total functional expenses. Add lines 1 through 24e	7,781,365	6,783,370	417,665	580,330
26	Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720).

Part X Balance Sheet Check if Schedule O contains a response or note to any line in this Part X ..............
	1	Cash–non-interest-bearing .............	300	1	300
2	Savings and temporary cash investments .........	1,450,467	2	1,546,442
3	Pledges and grants receivable, net ...........	1,272,905	3	1,509,099
4	Accounts receivable, net .............	21,368	4	968
5	Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of Schedule L ..................
		0	5	0
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L
		0	6	0
7	Notes and loans receivable, net .............	0	7	0
8	Inventories for sale or use ..............	0	8	0
9	Prepaid expenses and deferred charges ..........	139,872	9	104,234
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	3,090,147
b	Less: accumulated depreciation .....	10b	1,411,816	1,707,582	10c	1,678,331
11	Investments—publicly traded securities ..........	4,984,539	11	4,730,708
12	Investments—other securities. See Part IV, line 11 .....	0	12	0
13	Investments—program-related. See Part IV, line 11 .....	0	13	0
14	Intangible assets ...............	0	14	0
15	Other assets. See Part IV, line 11 ...........	54,732	15	32,234
16	Total assets. Add lines 1 through 15 (must equal line 34)......	9,631,765	16	9,602,316
	17	Accounts payable and accrued expenses .........	724,875	17	783,902
18	Grants payable .................	0	18	0
19	Deferred revenue ................	0	19	0
20	Tax-exempt bond liabilities .............	0	20	0
21	Escrow or custodial account liability. Complete Part IV of Schedule D..	0	21	0
22	Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
	persons. Complete Part II of Schedule L..........	0	22	0
23	Secured mortgages and notes payable to unrelated third parties ..	0	23	0
24	Unsecured notes and loans payable to unrelated third parties ....	0	24	0
25	Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D....................	0	25	0
26	Total liabilities. Add lines 17 through 25.........	724,875	26	783,902
		Organizations that follow SFAS 117 (ASC 958), check here and complete lines 27 through 29, and lines 33 and 34.
27	Unrestricted net assets ..............	4,500,712	27	4,460,222
28	Temporarily restricted net assets ...........	2,374,369	28	2,326,283
29	Permanently restricted net assets ...........	2,031,809	29	2,031,909
	Organizations that do not follow SFAS 117 (ASC 958), check here and complete lines 30 through 34.
30	Capital stock or trust principal, or current funds ........		30
31	Paid-in or capital surplus, or land, building or equipment fund .....		31
32	Retained earnings, endowment, accumulated income, or other funds		32
33	Total net assets or fund balances ...........	8,906,890	33	8,818,414
34	Total liabilities and net assets/fund balances ........	9,631,765	34	9,602,316

- TIN:

SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service

Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
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Attach to Form 990 or Form 990-EZ.
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Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047

2014

Open to Public
Inspection

Name of the organization

United Way of Lake County Inc

Employer identification number

36-2167949

Part I

Reason for Public Charity Status (All organizations must complete this part.) See instructions.

The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)

A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i).

A school described in section 170(b)(1)(A)(ii). (Attach Schedule E.)

A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).

A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state:

An organization operated for the benefit of a college or university owned or operated by a governmental unit described in

section 170(b)(1)(A)(iv). (Complete Part II.)

A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).

An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.)

A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)

An organization that normally receives: (1) more than 331/3% of its support from contributions, membership fees, and gross

receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of

its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses

acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)

An organization organized and operated exclusively to test for public safety. See section 509(a)(4).

An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box in lines 11a through 11d that describes the type of supporting organization and complete lines 11e, 11f, and 11g.

Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B.

Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C.

Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E.

Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V.

Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organization.

Enter the number of supported organizations .............................

Provide the following information about the supported organization(s).

(i)Name of supported organization	(ii) EIN	(iv) Is the organization listed in your governing document?		(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)
(i)Name of supported organization	(ii) EIN	Yes	No	(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)


Total

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990EZ.

Cat. No. 11285F

Schedule A (Form 990 or 990-EZ) 2014

Page 2

Part II

Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2010	(b) 2011	(c) 2012	(d) 2013	(e) 2014	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") ....	7,491,826	8,845,008	7,463,895	7,544,860	7,657,730	39,003,319
2	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......						0
3	The value of services or facilities furnished by a governmental unit to the organization without charge..						0
4	Total. Add lines 1 through 3	7,491,826	8,845,008	7,463,895	7,544,860	7,657,730	39,003,319
5	The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..						23,797,167
6	Public support. Subtract line 5 from line 4.						15,206,152

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2010	(b) 2011	(c) 2012	(d) 2013	(e) 2014	(f) Total
7	Amounts from line 4..	7,491,826	8,845,008	7,463,895	7,544,860	7,657,730	39,003,319
8	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...	136,667	137,530	110,920	111,884	98,443	595,444
9	Net income from unrelated business activities, whether or not the business is regularly carried on..						0
10	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..	0	0	0	987	2,291	3,278
11	Total support Add lines 7 through 10.						39,602,041

Gross receipts from related activities, etc. (see instructions) ..................

52,601

First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here........................................ right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2014 (line 6, column (f) divided by line 11, column (f)) .........

38.397 %

Public support percentage for 2013 Schedule A, Part II, line 14 ...............

42.009 %

16a

33 1/3% support test—2014. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization ....................... right arrow

33 1/3% support test—2013. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow

17a

10%-facts-and-circumstances test—2014. If the organization did not check a box on line 13, 16a, or 16b, and line 14
is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain
in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported
organization ..................................................... right arrow

10%-facts-and-circumstances test—2013. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line
15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here.
Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly
supported organization ................................................ right arrow

Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow

Schedule A (Form 990 or 990-EZ) 2014

Page 3

Part III

Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2010	(b) 2011	(c) 2012	(d) 2013	(e) 2014	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .
2	Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......
3	Gross receipts from activities that are not an unrelated trade or business under section 513..
4	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
5	The value of services or facilities furnished by a governmental unit to the organization without charge..
6	Total. Add lines 1 through 5.
7a	Amounts included on lines 1, 2, and 3 received from disqualified persons...
b	Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.
c	Add lines 7a and 7b..
8	Public support (Subtract line 7c from line 6.)

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2010	(b) 2011	(c) 2012	(d) 2013	(e) 2014	(f) Total
9	Amounts from line 6...
10a	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
b	Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.
c	Add lines 10a and 10b.
11	Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.
12	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..
13	Total support. (Add lines 9, 10c, 11, and 12.)..

First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization,
check this box and stop here............................................. right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2014 (line 8, column (f) divided by line 13, column (f)) .........

Public support percentage from 2013 Schedule A, Part III, line 15 ...............

Section D. Computation of Investment Income Percentage

Investment income percentage for 2014 (line 10c, column (f) divided by line 13, column (f)) ......

Investment income percentage from 2013 Schedule A, Part III, line 17 .............

19a

33 1/3% support tests—2014. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow

33 1/3% support tests—2013. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization .... right arrow

Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .... right arrow

Schedule A (Form 990 or 990-EZ) 2014

Page 4

Part IV

Supporting Organizations

(Complete only if you checked a box on line 11 of Part I. If you checked 11a of Part I, complete Sections A and B. If you checked 11b of Part I, complete Sections A and C. If you checked 11c of Part I, complete Sections A, D, and E. If you checked 11d of Part I, complete Sections A and D, and complete Part V.)

Section A. All Supporting Organizations

Yes

Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.

Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).

Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer (b) and (c) below.

Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.

Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.

Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked 11a or 11b in Part I, answer (b) and (c) below.

Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations....

Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.

Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer (b) and (c) below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed, (ii) the reasons for each such action, (iii) the authority under the organization's organizing document authorizing such action, and (iv) how the action was accomplished (such as by amendment to the organizing document).

Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?

Substitutions only. Was the substitution the result of an event beyond the organization's control?

Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (a) its supported organizations; (b) individuals that are part of the charitable class benefited by one or more of its supported organizations; or (c) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.

Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in IRC 4958(c)(3)(C)), a family member of a substantial contributor, or a 35-percent controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990) .

Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If “Yes,” complete Part II of Schedule L (Form 990).

Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.

Did one or more disqualified persons (as defined in line 9(a)) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.

Did a disqualified person (as defined in line 9(a)) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.

10a

Was the organization subject to the excess business holdings rules of IRC 4943 because of IRC 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer b below.

10a

Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).

10b

Has the organization accepted a gift or contribution from any of the following persons?

A person who directly or indirectly controls, either alone or together with persons described in (b) and (c) below, the governing body of a supported organization?

11a

A family member of a person described in (a) above?

11b

A 35% controlled entity of a person described in (a) or (b) above? If “Yes” to a, b, or c, provide detail in Part VI.

11c

Schedule A (Form 990 or 990-EZ) 2014

Page 5

Part IV

Supporting Organizations (continued)

Section B. Type I Supporting Organizations

Yes

Did the directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.

Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.

Section C. Type II Supporting Organizations

Yes

Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).

Section D. All Type III Supporting Organizations

Yes

Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (1) a written notice describing the type and amount of support provided during the prior tax year, (2) a copy of the Form 990 that was most recently filed as of the date of notification, and (3) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?

Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).

By reason of the relationship described in (2), did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.

Section E. Type III Functionally-Integrated Supporting Organizations

Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):

The organization satisfied the Activities Test. Complete line 2 below.

The organization is the parent of each of its supported organizations. Complete line 3 below.

The organization supported a governmental entity. Describe in Part VI how you supported a government entity (see instructions)

Activities Test. Answer (a) and (b) below.

Yes

Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.

Did the activities described in (a) constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.

Parent of Supported Organizations. Answer (a) and (b) below.

Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations? Provide details in Part VI.

Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI the role played by the organization in this regard.

Schedule A (Form 990 or 990-EZ) 2014

Page 6

Part V – Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations

1. Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970. See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.

	Section A - Adjusted Net Income		(A) Prior Year	(B) Current Year (optional)
1	Net short-term capital gain	1
2	Recoveries of prior-year distributions	2
3	Other gross income (see instructions)	3
4	Add lines 1 through 3	4
5	Depreciation and depletion	5
6	Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions)	6
7	Other expenses (see instructions)	7
8	Adjusted Net Income (subtract lines 5, 6 and 7 from line 4)	8

	Section B - Minimum Asset Amount		(A) Prior Year	(B) Current Year (optional)
1	Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year):	1
a	Average monthly value of securities	1a
b	Average monthly cash balances	1b
c	Fair market value of other non-exempt-use assets	1c
d	Total (add lines 1a, 1b, and 1c)	1d
e	Discount claimed for blockage or other factors (explain in detail in Part VI):
2	Acquisition indebtedness applicable to non-exempt use assets	2
3	Subtract line 2 from line 1d	3
4	Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions).	4
5	Net value of non-exempt-use assets (subtract line 4 from line 3)	5
6	Multiply line 5 by .035	6
7	Recoveries of prior-year distributions	7
8	Minimum Asset Amount (add line 7 to line 6)	8

	Section C - Distributable Amount		Current Year
1	Adjusted net income for prior year (from Section A, line 8, Column A)	1
2	Enter 85% of line 1	2
3	Minimum asset amount for prior year (from Section B, line 8, Column A)	3
4	Enter greater of line 2 or line 3	4
5	Income tax imposed in prior year	5
6	Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions)	6
7	Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)

Schedule A (Form 990 or 990-EZ) 2014

Page 7

Section D - Distributions		Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity
3 Administrative expenses paid to accomplish exempt purposes of supported organizations
4 Amounts paid to acquire exempt-use assets
5 Qualified set-aside amounts (prior IRS approval required)
6 Other distributions (describe in Part VI). See instructions
7Total annual distributions. Add lines 1 through 6.
8 Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions
9 Distributable amount for 2014 from Section C, line 6
10 Line 8 amount divided by Line 9 amount

Section E - Distribution Allocations (see instructions)		(i) Excess Distributions	(ii) Underdistributions Pre-2014	(iii) Distributable Amount for 2014
1 Distributable amount for 2014 from Section C, line 6
2 Underdistributions, if any, for years prior to 2014 (reasonable cause required--see instructions)
3 Excess distributions carryover, if any, to 2014:
a From 2009.......X
b From 2010.......X
c From 2011.......X
d From 2012.......X
e From 2013.......
fTotal of lines 3a through e
g Applied to underdistributions of prior years
h Applied to 2014 distributable amount
i Carryover from 2009 not applied (see instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from 3f.
4Distributions for 2014 from Section D, line 7:
$
a Applied to underdistributions of prior years
b Applied to 2014 distributable amount
c Remainder. Subtract lines 4a and 4b from 4.
5 Remaining underdistributions for years prior to 2014, if any. Subtract lines 3g and 4a from line 2 (if amount greater than zero, see instructions)
6 Remaining underdistributions for 2014. Subtract lines 3h and 4b from line 1 (if amount greater than zero, see instructions)
7 Excess distributions carryover to 2015. Add lines 3j and 4c.
8 Breakdown of line 7:
a From 2010.......X
b From 2011.......X
c From 2012.......X
d From 2013.......
e From 2014.......

Schedule A (Form 990 or 990-EZ) (2014)

Schedule A (Form 990 or 990-EZ) 2014

Page 8

Part VI

Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).

Facts And Circumstances Test

Return Reference	Explanation

Schedule A (Form 990 or 990-EZ) 2014

Additional Data

Software ID:
Software Version:

- TIN:

Schedule B
(Form 990, 990-EZ,
or 990-PF)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.

Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047

2014

Name of the organization

United Way of Lake County Inc

Employer identification number

36-2167949

Organization type (check one):

Filers of:

Section:

Form 990 or 990-EZ

501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation

Check if your organization is covered by the General Rule or a Special Rule.
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.

General Rule

For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or
property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.

Special Rules

For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33¹/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Do not complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Arrow Bullet

Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).

For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.

Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2014)

Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

Page 2

Name of organization United Way of Lake County Inc

Part I	Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
RESTRICTED	,	$RESTRICTED	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

Page 3

Name of organization United Way of Lake County Inc

Part II	Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions)	(d) Date received
		$
Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

Page 4

Name of organization
United Way of Lake County Inc

Employer identification number

36-2167949

Part III

Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10)
that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet

$
Use duplicate copies of Part III if additional space is needed.

(a) No.
from
Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a) No.
from
Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a) No.
from
Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a) No.
from
Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

Complete if the organization answered "Yes," to Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
SchDMd Bullet

Attach to Form 990.
Information about Schedule D (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047

2014

Open to Public Inspection

Name of the organization

United Way of Lake County Inc

Employer identification number

36-2167949

Part I

Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6.

		(a) Donor advised funds
1	Total number at end of year .........	3
2	Aggregate value of contributions to (during year)
3	Aggregate value of grants from (during year)	77,252
4	Aggregate value at end of year ........	23,403

Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ............

Yes No

Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................

Yes No

Part II

Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.

Purpose(s) of conservation easements held by the organization (check all that apply).

Preservation of land for public use (e.g., recreation or education) Preservation of an historically important land area

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.


a	Total number of conservation easements .......................	2a
b	Total acreage restricted by conservation easements ..................	2b
c	Number of conservation easements on a certified historic structure included in (a) .....	2c
d	Number of conservation easements included in (c) acquired after 8/17/06, and not on a historic structure listed in the National Register ....................	2d

Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the tax year SchDMd Bullet

Number of states where property subject to conservation easement is located SchDMd Bullet

Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and
enforcement of the conservation easements it holds? .............................

Yes No

Staff and volunteer hours devoted to monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet

Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet

Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .......................................

Yes No

In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" to Form 990, Part IV, line 8.

If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.

If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:

(i)

Revenue included in Form 990, Part VIII, line 1 ........................ SchDMd Bullet

(ii)

Assets included in Form 990, Part X .............................. SchDMd Bullet

If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 (ASC 958) relating to these items:

Revenue included in Form 990, Part VIII, line 1 .......................... SchDMd Bullet

Assets included in Form 990, Part X ............................... SchDMd Bullet

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 52283D

Schedule D (Form 990) 2014

Page 2

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)

Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):

Public exhibition

Loan or exchange programs

Scholarly research

Other

Preservation for future generations

Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.

During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?........

Yes No

Part IV

Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990,
Part IV, line 9, or reported an amount on Form 990, Part X, line 21.

Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................

Yes No

If "Yes," explain the arrangement in Part XIII and complete the following table:


c	Beginning balance .................................	1c
d	Additions during the year ..............................	1d
e	Distributions during the year .............................	1e
f	Ending balance ...................................	1f

Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability?

Yes No

If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII .......

Part V

Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.

		(a)Current year	(b)Prior year	b (c)Two years back	(d)Three years back	(e)Four years back
1a	Beginning of year balance ....	4,766,189	4,231,089	3,999,237	4,234,924	3,575,918
b	Contributions ........	12,095		22,205	0	0
c	Net investment earnings, gains, and losses	-17,017	686,037	481,077	-62,713	817,256
d	Grants or scholarships .....	259,522	150,937	271,430	172,974	158,250
e	Other expenditures for facilities and programs ........
f	Administrative expenses ....
g	End of year balance ......	4,501,745	4,766,189	4,231,089	3,999,237	4,234,924

Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:

Board designated or quasi-endowment SchDMd Bullet

47.100 %

Permanent endowment SchDMd Bullet

45.120 %

Temporarily restricted endowment SchDMd Bullet

7.780 %

The percentages in lines 2a, 2b, and 2c should equal 100%.

Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes

(i) unrelated organizations ........................

3a(i)

(ii) related organizations ........................

3a(ii)

If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........

Describe in Part XIII the intended uses of the organization's endowment funds.

Part VI

Land, Buildings, and Equipment. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11a. See Form 990, Part X, line 10.

Description of property		(a) Cost or other basis (investment)	(b)Cost or other basis (other)	(c) Accumulated depreciation	(d) Book value
1a	Land .................	0	200,000		200,000
b	Buildings ................	0	2,128,053	698,800	1,429,253
c	Leasehold improvements ............
d	Equipment ................	0	383,366	355,707	27,659
e	Other .................	0	378,728	357,309	21,419
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......					1,678,331

Schedule D (Form 990) 2014

Page 3

Part VII

InvestmentsOther Securities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11b. See Form 990, Part X, line 12.

(a) Description of security or category (including name of security)		(b)Book value	(c) Method of valuation: Cost or end-of-year market value
(1)Financial derivatives
(2)Closely-held equity interests
Other








Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)

Part VIII

InvestmentsProgram Related. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11c. See Form 990, Part X, line 13.

(a) Description of investment		(b) Book value	(c) Method of valuation: Cost or end-of-year market value









Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)

Part IX

Other Assets. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11d. See Form 990, Part X, line 15.

(a) Description				(b) Book value









Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........

Part X

Other Liabilities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.

1.(a) Description of liability		(b) Book value
Federal income taxes		0









Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)		0
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII

Schedule D (Form 990) 2014

Page 4

Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
1	Total revenue, gains, and other support per audited financial statements .......			1	3,592,801
2	Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a	Net unrealized gains (losses) on investments ....	2a	-277,017
b	Donated services and use of facilities .........	2b	129,009
c	Recoveries of prior year grants ...........	2c
d	Other (Describe in Part XIII.) ............	2d	37,976
e	Add lines 2a through 2d .....................			2e	-110,032
3	Subtract line 2e from line 1.....................			3	3,702,833
4	Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b .	4a
b	Other (Describe in Part XIII.) ...........	4b	4,229,097
c	Add lines 4a and 4b.......................			4c	4,229,097
5	Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ......			5	7,931,930

Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
1	Total expenses and losses per audited financial statements ...........			1	3,681,277
2	Amounts included on line 1 but not on Form 990, Part IX, line 25:
a	Donated services and use of facilities ..........	2a	129,009
b	Prior year adjustments ..............	2b
c	Other losses ................	2c
d	Other (Describe in Part XIII.) ............	2d
e	Add lines 2a through 2d......................			2e	129,009
3	Subtract line 2e from line 1.....................			3	3,552,268
4	Amounts included on Form 990, Part IX, line 25, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b ..	4a
b	Other (Describe in Part XIII.) ............	4b	4,229,097
c	Add lines 4a and 4b.......................			4c	4,229,097
5	Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ......			5	7,781,365

Part XIII

Supplemental Information

Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.

Return Reference	Explanation
Intended Uses of Endowment Funds	Schedule D, Part V, Line 4 The board designated endowment funds are unrestricted funds set aside by United Way of Lake County, Inc.'s ("UWLC") Board of Directors for specific purposes or projects. The permanent fund is known as the United Way of Lake County Forever Fund ("the Fund"). The purpose of the Fund is to raise and secure gifts, grants, bequests and devises apart from the annual UWLC campaign. Investment income from the Fund will be distributed at the direction of the Board of Directors of UWLC in a manner deemed prudent to serve a broad range of community needs including, but not limited to, health and human services, capital, educational and cultural programs for those persons then present in, or living in, the Lake County, Illinois community.
Uncertain tax Positions	SCHEDULE D, PART X, LINE 2 UWLC has received a favorable determination letter from the internal revenue service, stating that it is exempt from federal income taxes under the provisions of 501(c)(3) of the internal revenue code of 1986 (IRC), except for income taxes pertaining to unrelated business income. Accounting guidance requires tax effects from uncertain tax positions to be recognized in the financial statements only if the position is more likely than not to be sustained if the position were to be challenged by a taxing authority. Management has determined Schedule D, part x, line 2 there are no material uncertain positons that require recognition in the financial statements. Additionally, no provision for income taxes is reflected in these financial statements. There is no interest or penalties recognized in the statement of position. The tax years ending 2011, 2012, 2013 and 2014 are still open to audit for both federal and state purposes.
Supplemental Description - Other Revenue	Schedule D, Part XI, Line 2d Gain on Prior Year Pledge Write-Off........................... $37,976
Supplemental Description - Other Expenses	Schedule D, Part XI, Line 4b Designations to Other Organizations........................ $4,229,097 Total...................................................... $4,229,097
Supplemental Description - Other	Schedule D, Part XII, Line 4b Designations to Other Organizations.........................$4,229,097 Total...................................................... $4,229,097

Schedule D (Form 990) 2014

Additional Data

Software ID:
Software Version:

- TIN:

Schedule I
(Form 990)

Department of the Treasury
Internal Revenue Service

Grants and Other Assistance to Organizations,
Governments and Individuals in the United States

Complete if the organization answered "Yes," to Form 990, Part IV, line 21 or 22.
lBullet

Attach to Form 990.
lBullet

Information about Schedule I (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047

2014

Open to Public
Inspection

Name of the organization
United Way of Lake County Inc

Employer identification number
36-2167949

Part I

General Information on Grants and Assistance

Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ....................................

Yes No

Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.

Part II

Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" to
Form 990, Part IV, line 21, for any recipient that received more than $5,000. Part II can be duplicated if additional space is needed.

(a) Name and address of organization or government	(b) EIN	(c) IRC section if applicable	(d) Amount of cash grant	(h) Purpose of grant or assistance
(1) ONE HOPE UNITED - NORTHERN REGION PO Box 1128 Lake Villa,IL60046	36-2181967	501 (c)(3)	226,886	PROGRAM SUPPORT
(2) NICASA NFP 31979 N Fish Lk Rd Round Lake,IL60073	36-2605412	501 (c)(3)	119,110	PROGRAM SUPPORT
(3) CATHOLIC CHARITIES LAKE COUNTY SERVICES 671 South Lewis Ave Waukegan,IL60085	36-2170821	501 (c)(3)	92,634	PROGRAM SUPPORT
(4) A SAFE PLACELAKE COUNTY 2710 17th Street Ste 100 Zion,IL60099	36-3032700	501 (c)(3)	63,654	PROGRAM SUPPORT
(5) ZACHARIAS SEXUAL ABUSE CENTER 4275 Old Grand Avenue Gurnee,IL60031	36-3314976	501 (c)(3)	62,620	PROGRAM SUPPORT
(6) MOST BLESSED TRINITY 450 Keller Avenue Waukegan,IL60085	80-0432313	501 (c)(3)	43,756	PROGRAM SUPPORT
(7) MANO-A-MANO FAMILY RESOURCE CENTER 6 East Main St Round Lake Park,IL60073	36-4418084	501 (c)(3)	42,943	PROGRAM SUPPORT
(8) READING POWER INC 736 NW Ave Ste 226 Lake Forest,IL60045	20-2916846	501 (c)(3)	42,365	PROGRAM SUPPORT
(9) CRISTO REY ST MARTIN COLLEGE PREP 501 South MLK Dr Ave Waukegan,IL60085	42-1597059	501 (c)(3)	35,200	PROGRAM SUPPORT
(10) ARDEN SHORE CHILD & FAMILY SERVICES 329 North Genesee St Waukegan,IL60085	36-2167724	501 (c)(3)	32,294	PROGRAM SUPPORT
(11) HEALTHREACH INCORPORATED 1800 Grand Avenue Waukegan,IL60085	36-3816410	501 (c)(3)	28,990	PROGRAM SUPPORT
(12) YWCA LAKE COUNTY 2133 Belvidere Road Waukegan,IL60085	36-2222699	501 (c)(3)	27,254	PROGRAM SUPPORT
(13) PADS CRISIS SERVICES INC PO Box 428 North Chicago,IL60064	36-2948857	501 (c)(3)	26,613	PROGRAM SUPPORT
(14) LAKE COUNTY HEALTH DEPARTMENT 2400 Belvidere Rd Waukegan,IL60085	36-6006600	501 (c)(3)	25,000	PROGRAM SUPPORT
(15) ERIE FAMILY HEALTH CENTER 1800 Grand Avenue Waukegan,IL60085	36-3816410	501 (c)(3)	24,062	PROGRAM SUPPORT
(16) FAMILY SERVICE PREVENTION EDUCATION & COUNSELING 777 Central Ave Highland Park,IL60035	36-2167063	501 (c)(3)	23,161	PROGRAM SUPPORT
(17) NORTHPOINTE RESOURCE INC 3441 Sheridan Road Zion,IL60099	36-2409058	501 (c)(3)	21,310	PROGRAM SUPPORT
(18) WAUKEGAN PUBLIC LIBRARYLAKE COUNTY ADULT LEARNING 128 North County St Waukegan,IL60085	36-3826391	501 (c)(3)	20,588	PROGRAM SUPPORT
(19) PRAIRIE STATE LEGAL SERVICES INC 325 W Wsashington St Waukegan,IL60085	37-1030764	501 (c)(3)	20,564	PROGRAM SUPPORT
(20) CHRISTIAN OUTREACH OF LUTHERANS 127 West Water St Waukegan,IL60085	36-3310492	501 (c)(3)	20,398	PROGRAM SUPPORT
(21) FAMILY FOCUS INCFAMILY NETWORK 330 Laurel Avenue Highland Park,IL60035	36-3219968	501 (c)(3)	17,980	PROGRAM SUPPORT
(22) BOYS AND GIRLS CLUB OF LAKE COUNTY 1801 Sheridan Rd North Chicago,IL60064	36-4266009	501 (c)(3)	17,330	PROGRAM SUPPORT
(23) INDEPENDENCE CENTER 2025 Washington St N Chicago,IL60064	36-3542328	501 (c)(3)	16,135	PROGRAM SUPPORT
(24) CASA LAKE COUNTY 700 Forest Edge Dr Vernon Hills,IL60061	36-3916143	501 (c)(3)	15,947	PROGRAM SUPPORT
(25) BIG BROTHERS BIG SISTERS OF METROPOLITAN CHICAGO 560 WEST LAKE ST Chicago,IL60661	36-3078109	501 (c)(3)	15,200	PROGRAM SUPPORT
(26) HIGHLAND PARK COMMUNITY NURSERY SCHOOL AND DAY CAR 1850 Green Bay Rd Highland Park,IL60035	36-2187792	501 (c)(3)	15,150	PROGRAM SUPPORT
(27) I-PLUS OF LAKE COUNTY 3001 Gr Bay Rd Bldg 9 Chicago,IL60606	36-3940529	501 (c)(3)	13,725	PROGRAM SUPPORT
(28) COMMUNITY YOUTH NETWORK 18640 W Belvidere Rd Grayslake,IL60030	36-2991247	501 (c)(3)	12,834	PROGRAM SUPPORT
(29) LAKE COUNTY HAVEN PO Box 127 Libertyville,IL60048	36-3846099	501 (c)(3)	12,810	PROGRAM SUPPORT
(30) TRI-CON CHILD CARE CENTER 425 Laurel Avenue Highland Park,IL60035	36-2708769	501 (c)(3)	12,060	PROGRAM SUPPORT
(31) UNITED WAY OF KENOSHA COUNTY 5500 6th Ave Ste 210 Kenosha,WI53140	39-0806285	501 (c)(3)	11,232	PROGRAM SUPPORT
(32) LAKE COUNTY RESIDENTIAL DEVELOPMENT CORP 1280 Blackburn Street Gurnee,IL60031	36-3086133	501 (c)(3)	10,980	PROGRAM SUPPORT
(33) YOUTHBUILD OF LAKE COUNTY 1636 Kristan Ave North Chicago,IL60064	20-0549865	501 (c)(3)	10,980	PROGRAM SUPPORT
(34) GREAT LAKES ADAPTIVE SPORTS ASSOCIATION 400 E Illinois Rd Lake Forest,IL60045	36-4285965	501 (c)(3)	10,497	PROGRAM SUPPORT
(35) WAUKEGAN TO COLLEGE 410 Grand Avenue Waukegan,IL60085	45-4860376	501 (c)(3)	10,357	PROGRAM SUPPORT
(36) TRAVELING CAMP PROGRAM 814 Hart Rd Roundlake,IL60073	36-2816881	501 (c)(3)	10,000	PROGRAM SUPPORT
(37) ALEXIAN BROTHERS THE HARBOR 825 W Wellington Ave Chicago,IL60657	36-3527899	501 (c)(3)	9,150	PROGRAM SUPPORT
(38) YOUTH CONSERVATION CORPS INC 1020 W Greenwood Ave Waukegan,IL60087	36-3993578	501 (c)(3)	9,150	PROGRAM SUPPORT
(39) MOTHERS TRUST FOUNDATION 400 E Illinois Rd Lake Forest,IL60045	36-4177726	501 (c)(3)	7,913	PROGRAM SUPPORT
(40) URBAN MUSLIM MINORITY ALLIANCE 221 Washington St Waukegan,IL60085	20-0332804	501 (c)(3)	7,320	PROGRAM SUPPORT
(41) ZION BENTON CHILDREN'S SERVICE 1608 West 23rd St Zion,IL60099	36-2765140	501 (c)(3)	7,196	PROGRAM SUPPORT

Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................ Bullet Image

Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50055P

Schedule I (Form 990) 2014

Page 2

Part III

Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" to Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.

(a)Type of grant or assistance	(b)Number of recipients	(c)Amount of cash grant	(d)Amount of non-cash assistance	(e)Method of valuation (book, FMV, appraisal, other)	(f)Description of non-cash assistance

Part IV

Supplemental Information. Provide the information required in Part I, line 2, Part III, column (b), and any other additional information.

Return Reference	Explanation
Procedure for Monitoring Use of Grant Funds Inside U.S.	Schedule I, Part I, Line 2 The agencies listed in Schedule I include UWLC funded agencies and agencies receiving donor designations. For purposes of completing Schedule I, if an agency received UWLC grant funds and donor designations, the amount of cash grant is the total of these two funding sources. Each agency receiving direct UWLC funding is required to submit semi-annual reports to UWLC. The reports include information about budget, demographics regarding the community serviced and performance (outcome) updates. These reports are reviewed by the staff of UWLC and follow up is performed if necessary. In addition, UWLC maintains contact with the agencies through the year as the agencies' funded programs are executed. For agencies receiving funds only as a result of donors designating to those agencies, UWLC does not monitor these agencies. However, these designated agencies are checked to verify their 501(c)(3) status and compliance with the Patriot Act.

Return Reference

Explanation

Procedure for Monitoring Use of Grant Funds Inside U.S.

Schedule I, Part I, Line 2 The agencies listed in Schedule I include UWLC funded agencies and agencies receiving donor designations. For purposes of completing Schedule I, if an agency received UWLC grant funds and donor designations, the amount of cash grant is the total of these two funding sources. Each agency receiving direct UWLC funding is required to submit semi-annual reports to UWLC. The reports include information about budget, demographics regarding the community serviced and performance (outcome) updates. These reports are reviewed by the staff of UWLC and follow up is performed if necessary. In addition, UWLC maintains contact with the agencies through the year as the agencies' funded programs are executed. For agencies receiving funds only as a result of donors designating to those agencies, UWLC does not monitor these agencies. However, these designated agencies are checked to verify their 501(c)(3) status and compliance with the Patriot Act.

Schedule I (Form 990) 2014

Additional Data

Software ID:
Software Version:

- TIN:

Schedule J
(Form 990)

Department of the Treasury
Internal Revenue Service

Compensation Information

For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet

Complete if the organization answered "Yes" to Form 990, Part IV, line 23.
SchJMediumBullet

Attach to Form 990.
SchJMediumBullet

Information about Schedule J (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047

2014

Open to Public Inspection

Name of the organization

United Way of Lake County Inc

Employer identification number

36-2167949

Part I

Questions Regarding Compensation

Yes

Check the appropiate box(es) if the organization provided any of the following to or for a person listed in Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.

First-class or charter travel Housing allowance or residence for personal use

Travel for companions Payments for business use of personal residence

Tax idemnification and gross-up payments Health or social club dues or initiation fees

Discretionary spending account Personal services (e.g., maid, chauffeur, chef)

If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain....

Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked in line 1a? ..

Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.

Compensation committee Written employment contract

Independent compensation consultant Compensation survey or study

Form 990 of other organizations Approval by the board or compensation committee

During the year, did any person listed in Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:

Receive a severance payment or change-of-control payment? ................

Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........

Participate in, or receive payment from, an equity-based compensation arrangement? .........

If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.

Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.

For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:

The organization? ...........................

Any related organization? .........................

If "Yes," to line 5a or 5b, describe in Part III.

For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:

The organization? ...........................

Any related organization? .........................

If "Yes," to line 6a or 6b, describe in Part III.

For persons listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............

Were any amounts reported in Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III .............................

If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50053T

Schedule J (Form 990) 2014

Page 2

Part II

Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.

For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.

(A) Name and Title		(B) Breakdown of W-2 and/or 1099-MISC compensation			(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)	(F) Compensation in column(B) reported as deferred in prior Form 990
(A) Name and Title		(i) Base compensation	(ii) Bonus & incentive compensation	(iii) Other reportable compensation	(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)
1Kristi LongPresident & CEO	(i) (ii)	148,749 ............................... 0	0 ............................... 0	712 ............................... 0	9,113 ............................... 0	10,909 ............................... 0	169,483 ............................... 0	0 ............................... 0

Schedule J (Form 990) 2014

Page 3

Part III

Supplemental Information

Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II.
Also complete this part for any additional information.

Return Reference	Explanation

Schedule J (Form 990) 2014

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE M
(Form 990)

Department of the Treasury

Internal Revenue Service

Noncash Contributions

Complete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image

Attach to Form 990.
Right pointing arrow large image

Information about Schedule M (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047

2014

Open to Public Inspection

Name of the organization

United Way of Lake County Inc

Employer identification number

36-2167949

Part I

Types of Property

	(a) Check if applicable	(b) Number of contributions or items contributed	(c) Noncash contribution amounts reported on Form 990, Part VIII, line 1g	(d) Method of determining noncash contribution amounts
1 Art—Works of art ....
2 Art—Historical treasures .
3 Art—Fractional interests ..
4 Books and publications ..
5 Clothing and household goods .......
6 Cars and other vehicles ..
7 Boats and planes ....
8 Intellectual property ...
9 Securities—Publicly traded .	X	14	96,186	FMV
10 Securities—Closely held stock .
11 Securities—Partnership, LLC, or trust interests ....
12 Securities—Miscellaneous ..
13 Qualified conservation contribution—Historic structures .....
14 Qualified conservation contribution—Other ...
15 Real estate—Residential .
16 Real estate—Commercial ..
17 Real estate—Other ...
18 Collectibles .....
19 Food inventory ...
20 Drugs and medical supplies .
21 Taxidermy ......
22 Historical artifacts ....
23 Scientific specimens ..
24 Archeological artifacts ...
25 Other ( )
26 Other ( )
27 Other ( )
28 Other ( )

Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement ...

Yes

30a

During the year, did the organization receive by contribution any property reported in Part I, lines 1 through 28, that

it must hold for at least three years from the date of the initial contribution, and which is not required to be used

for exempt purposes for the entire holding period? ..................

30a

If "Yes," describe the arrangement in Part II.

Does the organization have a gift acceptance policy that requires the review of any non-standard contributions?

Yes

32a

Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash

contributions? ..........................

32a

If "Yes," describe in Part II.

If the organization did not report an amount in column (c) for a type of property for which column (a) is checked,

describe in Part II.

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 51227J

Schedule M (Form 990) (2014)

Page 2

Part II

Supplemental Information. Provide the information required by Part I, lines 30b,
32b, and 33, and whether the organization is reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.

Return Reference	Explanation
Part I, Line 31	United Way of Lake County, Inc. is reporting both the number of contributions and the number of items received during the fiscal year ending June 30, 2015.

Schedule M (Form 990) (2014)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service

Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
MediumBullet

Attach to Form 990 or 990-EZ.
MediumBullet

Information about Schedule O (Form 990 or 990-EZ) and its instructions is at
www.irs.gov/form990.

OMB No. 1545-0047

2014

Open to Public
Inspection

Name of the organization

United Way of Lake County Inc

Employer identification number

36-2167949

Return Reference	Explanation
EMPLOYEES/VOLUNTEERS	FORM 990, PART I, LINE 6 Board/Policy Making Volunteers: 27 United Way Volunteers: 221 Internal Campaign Coordinators: 6 Community Impact / Community Building Volunteers: 240 Day of Service Volunteers: 1,811 Other: 41 Total: 2,346
OTHER PROGRAM SERVICES	FORM 990, PART III, LINE 4D COMMUNITY GOAL: children achieve early academic success and youth graduate high school ready to succeed with grants to the community of $305,628. There were 11 agencies involved having 17 programs that served 39,652 clients in 2015. The agency programs funded in this area help: elementary age children develop healthy habits/behaviors (17,330 clients served; 43.7%); children develop academic skills (600 clients served; 1.5%%); youth avoid/reduce risky behaviors (19,831 clients served; 50%); parents engaged in the education of their children (176 clients served; .5%) and youth develop skills that will prepare them for a successful future (1,715 clients served; 4.3%). Programs include after school tutoring and mentoring, counseling, substance abuse prevention, literacy, job/vocational training, career planning, and financial skills.
DELEGATION OF AUTHORITY	FORM 990, PART VI, LINE 1A The Executive Committee has all power and authority to act for the Board of Directors between regular Board meetings and in emergencies. The Executive Committee has such power as is delegated by the Board. The Executive Committee consists of a minimum of eight Directors, including the chair of the Board. Additional Directors may be elected to serve as at-large voting members of the Executive Committee from time to time by the Board of Directors. The Executive Committee has the authority to determine the annual operating budget, salary and benefit schedules, subject to the ratification of the aggregate amount by the Board of Directors.
MEMBERS OR STOCKHOLDERS	FORM 990, PART VI, LINE 6 The members of this corporation shall be one class termed members. Each contributor to the United Way of Lake County campaign shall be entitled to membership in the United Way of lake County and shall be known as a member during the year for which the gift was made.
Form 990 Review Process	Form 990, Part VI, Line 11b A REVIEW OF THE FORM 990 WAS CONDUCTED BY THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS AND CERTAIN KEY UNITED WAY OF LAKE COUNTY STAFF MEMBERS DURING the finance committee meeting on november 4, 2015, PRIOR TO THE FILING OF THE FORM 990. A COPY OF THE FORM 990 AND THE PRIOR YEAR FORM 990 WERE EMAILED TO THE FINANCE COMMITTEE AND KEY UNITED WAY OF LAKE COUNTY STAFF MEMBERS: THE PRESIDENT & CEO, THE VICE PRESIDENT OF marketing AND THE DIRECTOR OF HUMAN RESOURCES. QUESTIONS OR COMMENTS FROM THE FINANCE COMMITTEE AND THE KEY STAFF MEMBERS CONCERNING THE FORM 990 WERE SOLICITED AND SHARED. FOLLOWING THE REVIEW, THE FORM 990 WAS PROVIDED TO EACH OF THE VOTING MEMBERS OF THE BOARD OF DIRECTORS PRIOR TO THE FILING OF THE FORM 990.
Conflict of Interest Policy Monitoring & Enforcement	Form 990, Part VI, Line 12c THE ORGANIZATION HAS TWO CODE OF ETHICS POLICIES (COLLECTIVELY REFERRED TO AS "THE ETHICS POLICIES") COVERING (1) EMPLOYEES AND (2) VOLUNTEERS AND REPRESENTATIVES (INCLUDING BOARD OF DIRECTORS AND ITS COMMITTEES) OF THE UNITED WAY OF LAKE COUNTY, INC. ("UWLC") AND CLOSE FAMILY MEMBERS OF EMPLOYEES AND VOLUNTEERS AND REPRESENTATIVES. THE ETHICS POLICIES COVER, AMONG OTHER TOPICS AND WHEN APPLICABLE, ACCOUNTABILITY AND EFFICIENCY; RESPONSIBILITIES TO (OF) VOLUNTEERS AND REPRESENTATIVES; VENDOR RELATIONS; EQUAL OPPORTUNITY; CONFLICT OF INTEREST; PERSONAL GAIN; FAVORITISM; SOLICITATIONS; CONFIDENTIAL INFORMATION AND DISCLOSURE. REGARDING CONFLICTS OF INTEREST, UWLC EMPLOYEES, VOLUNTEERS AND REPRESENTATIVES ARE PROHIBITED FROM PARTICIPATING IN ANY ACTIVITY OR OUTSIDE BUSINESS VENTURE FOR FINANCIAL GAIN OR OTHERWISE THAT CONFLICTS WITH UWLC'S BEST INTERESTS, INCLUDING INVOLVEMENT WITH A CURRENT OR POTENTIAL VENDOR, GRANTEE OR COMPETING ORGANIZATION, UNLESS DISCLOSED TO AND NOT DEEMED TO BE INAPPROPRIATE BY THE PRESIDENT AND CEO OR BOARD CHAIRPERSON. EACH UWLC EMPLOYEE, VOLUNTEER AND REPRESENTATIVE IS ANNUALLY REQUIRED TO COMPLETE, SIGN AND FORWARD RESPONSES TO A CONFLICT OF INTEREST STATEMENT. THE RESULTS OF THE ANNUAL CERTIFICATION PROCEDURE ARE SUMMARIZED AND REPORTED TO THE BOARD OF DIRECTORS. UWLC EMPLOYEES, VOLUNTEERS OR REPRESENTATIVES HAVING A GOOD FAITH COMPLAINT REGARDING ACCOUNTING, INTERNAL AUDITING CONTROLS, AUDITING MATTERS IN GENERAL AND/OR OTHER CONCERNS SPECIFICALLY NOTED IN THE ETHICS POLICIES (COLLECTIVELY REFERRED TO AS "ETHICAL FINANCIAL CONCERNS") MUST SUBMIT AN ETHICAL FINANCIAL CONCERN TO THE STAFf ETHICS OFFICER (DIRECTOR OF HUMAN RESOURCES) OR CURRENT BOARD CHAIRPERSON IN PERSON, BY TELEPHONE OR BY LETTER. ALL ETHICAL FINANCIAL CONCERNS ARE RECORDED BY THE STAFF ETHICS OFFICER AND FORWARDED TO THE BOARD CHAIRPERSON. THE BOARD CHAIRPERSON MAKES AN INITIAL DETERMINATION IF THE ETHICAL FINANCIAL CONCERN SHOULD BE FURTHER INVESTIGATED, AND IF SO, MAY DESIGNATE AN APPROPRIATE BOARD MEMBER(S) OR OUTSIDE COUNSEL/ADVISORS TO CONDUCT SUCH AN INVESTIGATION. ON NOT LESS THAN A SEMI-ANNUAL BASIS, THE STAFF ETHICS OFFICER WILL REPORT TO THE BOARD AS TO THE STATUS OF ALL ETHICAL FINANCIAL CONCERNS THAT HAVE BEEN RECEIVED.
Process for Determining Compensation	Form 990, Part VI, Line 15a THE EXECUTIVE COMMITTEE AND BOARD OF DIRECTORS OF UWLC REVIEW THE PERFORMANCE AND COMPENSATION OF THE PRESIDENT & CEO ("TOP MANAGEMENT OFFICIAL") EACH YEAR, THE DIRECTOR OF HUMAN RESOURCES PRESENTS TO THE BOARD CHAIRMAN AND TO THE IMMEDIATE PAST BOARD CHAIRMAN EXTERNAL COMPENSATION DATA FOR THE PRESIDENT & CEO POSITION EVERY OTHER YEAR (THIS WAS LAST PERFORMED FOR THE FISCAL YEAR ENDED JUNE 30, 2014). ANNUALLY, THE BOARD CHAIRMAN CONDUCTS A PERFORMANCE EVALUATION OF THE PRESIDENT & CEO AND REVIEWS THE EVALUATION WITH THE PAST BOARD CHAIRMAN AND EXECUTIVE COMMITTEE. ANY SALARY ADJUSTMENT FOR THE PRESIDENT & CEO IS COMMUNICATED TO THE DIRECTOR OF HUMAN RESOURCES BY THE PRESENT BOARD CHAIRMAN. THE EXECUTIVE COMMITTEE AND BOARD OF DIRECTORS REVIEW AND APPROVE ALL COMPENSATION ADJUSTMENTS FOR ALL OFFICERS, KEY EMPLOYEES AND OTHER EMPLOYEES. COMPENSATION ADJUSTMENTS (EXCLUDING ANY ADJUSTMENT FOR THE PRESIDENT & CEO) ARE RECOMMENDED TO THE EXECUTIVE COMMITTEE AND BOARD OF DIRECTORS BY THE PRESIDENT & CEO. THE PRESIDENT & CEO REVIEW AND APPROVE/DISAPPROVE EXCEPTIONS TO UWLC'S COMPENSATION POLICY AND ADMINISTRATION GUIDELINES AS RECOMMENDED BY THE DEPARTMENTAL VICE PRESIDENTS AND SUPERVISORS. THE PRESIDENT & CEO ALSO APPROVEs SALARY ADJUSTMENTS, JOB CHANGES AND PERFORMANCE APPRAISALS. THESE PROCESSES WERE LAST UNDERTAKEN FOR THE FISCAL YEAR ENDED JUNE 30, 2015. MINUTES ARE PREPARED DOCUMENTING THE DELIBERATION AND DECISION MAKING REGARDING COMPENSATION ADJUSTMENTS FOR ALL OFFICERS, KEY EMPLOYEES AND OTHER EMPLOYEES. UWLC USES A MARKET PRICING / JOB SLOTTING SYSTEM AS THE BEST FIT FOR ITS TOTAL COMPENSATION PHILOSOPHY. USING JOB DESCRIPTIONS AS A BASE, "BENCHMARK JOBS" (JOBS COMMON TO SIMILAR ORGANIZATIONS TYPICALLY SURVEYED) WERE IDENTIFIED. APPROXIMATELY 25 JOBS WERE SELECTED AS BENCHMARK JOBS. THESE JOBS WERE COMPETITIVELY PRICED TO THE LABOR MARKET. ALL NON-BENCHMARK JOBS WERE COMPARED AND RANKED AS TO JOB RESPONSIBILITIES IN COMPARISON TO THE BENCHMARK JOBS TO DETERMINE APPROPRIATE SALARY RANGE PLACEMENT. UWLC USES APPROPRIATE PUBLISHED SALARY SURVEYS TO RESEARCH COMPETITIVE MARKET DATA AND ESTABLISH EXTERNAL EQUITY. SURVEYS USED INCLUDE (NOT INCLUSIVE): ASSOCIATION FORUM OF CHICAGOLAND -- COMPENSATION & BENEFITS SURVEY FOR NOT-FOR-PROFITS; ABBOTT, LANGER ASSOCIATION SURVEYS - NOT-FOR-PROFITS; SULLIVAN & COTTER - CHICAGO BENCHMARK COMPENSATION STUDY; WATSON WYATT - OFFICE PERSONNEL REPORT AND UNITED WAY WORLDWIDE - SALARY SURVEY. USING EXTERNAL COMPETITIVE SALARY DATA AND INTERNAL JOB RANKINGS, A SALARY STRUCTURE WAS CREATED. BENCHMARK JOBS WERE PLACED IN SALARY RANGES BASED ON COMPETITIVE MARKET DATA AND NON-BENCHMARK JOBS WERE PLACED BASED ON A COMPARISON OF INTERNAL JOBS AND JOB FAMILIES. SALARY RANGES ARE REVIEWED AND REVISED WHEN THE NEED IS INDICATED BY CHANGES IN COMPETITIVE PAY TARGETS FOR THE LABOR MARKET AS ESTABLISHED BY SURVEY DATA. SALARY RANGES ARE REVIEWED, A MINIMUM OF, EVERY THREE YEARS BY THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS. COMPENSATION SURVEYS ARE CONDUCTED PERIODICALLY FOR EXISTING AND NEWLY-CREATED POSITIONS TO CONFIRM THAT UWLC'S SALARY RANGES ARE COMPETITIVE.
DOCUMENTS MADE AVAILABLE TO THE PUBLIC	FORM 990, PART VI, LINE 18 UWLC'S FORM 1023, APPLICATION FOR RECOGNITION OF EXEMPTION, IS AVAILABLE TO THE PUBLIC UPON REQUEST. UWLC MAKES ITS FORM 990 AVAILABLE TO THE PUBLIC ON UWLC'S WEBSITE AT HTTP://WWW.LIVEUNITEDLAKECOUNTY.ORG.
FORM 990, PART VI, LINE 19	UWLC MAKES ITS GOVERNING DOCUMENTS, THE BYLAWS AND ARTICLES OF INCORPORATION, AND ITS CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC UPON REQUEST. THE MOST RECENT AUDITED FINANCIAL STATEMENTS ARE AVAILABLE AT UWLC'S WEBSITE AT HTTP://WWW.LIVEUNITEDLAKECOUNTY.ORG.
independent contractors	FORM 990, PART VII, SECTION B, LINE 1 UNITED WAY OF METROPOLITAN CHICAGO INC. PROVIDES SUPPORT SERVICES TO UWLC. THESE SERVICES ARE DONOR PROCESSING AND FINANCIAL SERVICES. THE DONOR PROCESSING INCLUDES PROCESSING OF DONOR PLEDGES, ISSUANCE OF TAX RECEIPTS, CREDIT CARD AND STOCK DONATION PROCESSING, AGENCY NOTIFICATION OF DONOR DESIGNATION PAYOUTS AND PROCESSING OF PLEDGE PAYMENTS. FINANCIAL SERVICES INCLUDE BOOKKEEPING SERVICES, AUDIT SUPPORT, AND PAYMENT OF EXPENSES AND AGENCY ALLOCATIONS.
Reconciliation of Net Assets	FORM 990, PART XI, LINE 9 DESIGNATION Gain on Prior Year Pledge Write-Off.............................$37,976 TOTAL...........................................................$37,976

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 51056K

Schedule O (Form 990 or 990-EZ) 2014

Additional Data

Software ID:
Software Version:

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	7,506,884	7,657,730
9	Program service revenue (Part VIII, line 2g) .........	16,575	4,977
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	210,184	261,352
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	12,346	7,871
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)...................	7,745,989	7,931,930
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	5,666,156	5,415,302
14	Benefits paid to or for members (Part IX, column (A), line 4).....	0	0
15	Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)	1,283,098	1,490,497
16a	Professional fundraising fees (Part IX, column (A), line 11e).....	0	0
b	Total fundraising expenses (Part IX, column (D), line 25) 580,330
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	772,020	875,566
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	7,721,274	7,781,365
19	Revenue less expenses. Subtract line 18 from line 12.......	24,715	150,565
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	9,631,765	9,602,316
21	Total liabilities (Part X, line 26).............	724,875	783,902
22	Net assets or fund balances. Subtract line 21 from line 20.....	8,906,890	8,818,414

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 4,295,572 including grants of $ 4,229,097 ) (Revenue $ 4,977 )
	OTHER PROGRAM ACHIEVEMENTS INCLUDE SENDING DESIGNATIONS TO OTHER 501(C)(3) ORGANIZATIONS, SOME OF WHICH ARE PAID DIRECTLY BY THE DONOR, AND OTHER EXEMPT PURPOSE ACHIEVEMENTS.

4b	(Code: ) (Expenses $ 927,103 including grants of $ 521,926 ) (Revenue $ )
	COMMUNITY GOAL: FAMILIES PROVIDE FOOD, SHELTER AND VIOLENCE-FREE HOMES with grants to the community of $521,926. THERE WERE 25 AGENCIES INVOLVED HAVING 35 PROGRAMS THAT SERVICE 73,212 CLIENTS IN 2015. THE AGENCY PROGRAMS FUNDED IN THIS AREA ENSURE: PEOPLE ELIMINATE THE BARRIERS TO GOOD HEALTH (56,396 CLIENTS SERVED; 77.0%); PEOPLE BREAK THE CYCLE OF POVERTY (2,536 CLIENTS SERVED; 3.5%); AND PEOPLE REDUCE VIOLENCE TOWARD INDIVIDUALS AND FAMILIES (14,280 CLIENTS SERVED; 19.5%). PROGRAMS INCLUDE HOMELESS SHELTERS, FOOD PANTRIES, HEALTH CLINICS, MENTAL HEALTH COUNSELING, LEGAL, JOB/VOCATIONS TRAINING AND EDUCATION.

4c	(Code: ) (Expenses $ 821,566 including grants of $ 358,651 ) (Revenue $ )
	COMMUNITY GOAL: CHILDREN ENTER KINDERGARTEN READY TO SUCCEED with grants to the community of $358,651. THERE WERE 8 AGENCIES INVOLVED HAVING 10 PROGRAMS THAT SERVED 2,904 CLIENTS IN 2015. THE AGENCY PROGRAMS FUNDED UNDER THIS GOAL HELP TO ENSURE: CHILDREN ENTER KINDERGARTEN HEALTHY AND WELL CARED FOR (1,596 CLIENTS SERVED; 55%); PARENTS INTENTIONALLY AND EFFECTIVELY ACT AS THEIR CHILD'S FIRST TEACHER (815 CLIENTS; 28%); AND CHILDREN HAVE AGE APPROPRIATE SOCIAL EMOTIONAL AND INTELLECTURAL DEVELOPMENT (493 CLIENTS SERVED; 17%). PROGRAMS INCLUDE CHILD CARE CENTERS, PARENTING PROGRAMS AND LITERACY.

4d	Other program services (Describe in Schedule O.)
	(Expenses $ 739,129 including grants of $ 305,628 ) (Revenue $ )
4e	Total program service expenses6,783,370

(A) Name and business address	(B) Description of services	(C) Compensation
UNITED WAY OF METROPOLITAN CHICAGO, 333 SOUTH WABASH AVE CHICAGO,IL60604	ADMIN SERVICES	132,200




2 Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 1

				(A) Total revenue	(B) Related or exempt function revenue	(C) Unrelated business revenue	(D) Revenue excluded from tax under sections 512-514
1a	Federated campaigns..1a		170,296
b	Membership dues....1b
c	Fundraising events....1c
d	Related organizations...1d
e	Government grants (contributions)1e

f	All other contributions, gifts, grants, and similar amounts not included above1f		7,487,434

g	Noncash contributions included in lines 1a-1f:$		96,186
h	Total. Add lines 1a-1f.......			7,657,730
			Business Code
2a	DESIGNATION FEES		561000	4,977	4,977
b
c
d
e
f	All other program service revenue .
g	Total. Add lines 2a–2f........			4,977
3	Investment income (including dividends, interest, and other similar amounts).......			92,863			92,863
4	Income from investment of tax-exempt bond proceeds..			0
5	Royalties...........			0
		(i) Real	(ii) Personal
6a	Gross rents	5,580
b	Less: rental expenses
c	Rental income or (loss)	5,580	0
d	Net rental income or (loss).......			5,580			5,580
		(i) Securities	(ii) Other
7a	Gross amount from sales of assets other than inventory	552,637
b	Less: cost or other basis and sales expenses	384,148
c	Gain or (loss)	168,489
d	Net gain or (loss)..........			168,489			168,489
8a	Gross income from fundraising events (not including $ of contributions reported on line 1c). See Part IV, line 18 ..
	a
b	Less: direct expenses ...b
c	Net income or (loss) from fundraising events..			0
9a	Gross income from gaming activities. See Part IV, line 19 ...
	a
b	Less: direct expenses ...b
c	Net income or (loss) from gaming activities...			0
10a	Gross sales of inventory, less returns and allowances .
	a
b	Less: cost of goods sold ..b
c	Net income or (loss) from sales of inventory..			0
Miscellaneous Revenue			Business Code
11a	MISCELLANEOUS INCOME		561000	2,291			2,291
b
c
d	All other revenue ....
e	Total. Add lines 11a–11d ......			2,291
12	Total revenue. See Instructions......			7,931,930	4,977		269,223

1	Briefly describe the organization’s mission or most significant activities: Uniting leadership and resources to create lasting change that will improve lives in lake county.
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	27
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	26
5	Total number of individuals employed in calendar year 2014 (Part V, line 2a) ......	5	23
6	Total number of volunteers (estimate if necessary) .............	6	2,346
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	0
b	Net unrelated business taxable income from Form 990-T, line 34 .........	7b

1b	Sub-Total................
c	Total from continuation sheets to Part VII, Section A....
d	Total (add lines 1b and 1c)............	149,461	0	20,022


				(A) Beginning of year		(B) End of year
1	Cash–non-interest-bearing .............			300	1	300
2	Savings and temporary cash investments .........			1,450,467	2	1,546,442
3	Pledges and grants receivable, net ...........			1,272,905	3	1,509,099
4	Accounts receivable, net .............			21,368	4	968
5	Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of Schedule L ..................
				0	5	0
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L
				0	6	0
7	Notes and loans receivable, net .............			0	7	0
8	Inventories for sale or use ..............			0	8	0
9	Prepaid expenses and deferred charges ..........			139,872	9	104,234
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	3,090,147
b	Less: accumulated depreciation .....	10b	1,411,816	1,707,582	10c	1,678,331
11	Investments—publicly traded securities ..........			4,984,539	11	4,730,708
12	Investments—other securities. See Part IV, line 11 .....			0	12	0
13	Investments—program-related. See Part IV, line 11 .....			0	13	0
14	Intangible assets ...............			0	14	0
15	Other assets. See Part IV, line 11 ...........			54,732	15	32,234
16	Total assets. Add lines 1 through 15 (must equal line 34)......			9,631,765	16	9,602,316
17	Accounts payable and accrued expenses .........			724,875	17	783,902
18	Grants payable .................			0	18	0
19	Deferred revenue ................			0	19	0
20	Tax-exempt bond liabilities .............			0	20	0
21	Escrow or custodial account liability. Complete Part IV of Schedule D..			0	21	0
22	Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
	persons. Complete Part II of Schedule L..........			0	22	0
23	Secured mortgages and notes payable to unrelated third parties ..			0	23	0
24	Unsecured notes and loans payable to unrelated third parties ....			0	24	0
25	Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D....................			0	25	0
26	Total liabilities. Add lines 17 through 25.........			724,875	26	783,902
	Organizations that follow SFAS 117 (ASC 958), check here and complete lines 27 through 29, and lines 33 and 34.
27	Unrestricted net assets ..............			4,500,712	27	4,460,222
28	Temporarily restricted net assets ...........			2,374,369	28	2,326,283
29	Permanently restricted net assets ...........			2,031,809	29	2,031,909
	Organizations that do not follow SFAS 117 (ASC 958), check here and complete lines 30 through 34.
30	Capital stock or trust principal, or current funds ........				30
31	Paid-in or capital surplus, or land, building or equipment fund .....				31
32	Retained earnings, endowment, accumulated income, or other funds				32
33	Total net assets or fund balances ...........			8,906,890	33	8,818,414
34	Total liabilities and net assets/fund balances ........			9,631,765	34	9,602,316