Attach to Form 990 or Form 990-EZ.
Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
| (i)Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 9 above (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
| (A)
COMMUNITY ACTION OF SOUTHERN INDIANA |
020591170 | 7 | No | 18,987 | 0 | |
| (B)
COMMUNITY HEALTH AND WELLNESS CENTERWIC |
351441961 | 7 | No | 17,437 | 0 | |
| (C)
SWIRCA & MORE |
351330782 | 7 | No | 26,902 | 0 | |
| (D)
HARWOOD INSTITUTE FOR PUBLIC INNOVATION |
311510297 | 7 | No | 50,000 | 0 | |
| (E)
IN-211 PARTNERSHIP INC |
352141347 | 7 | No | 100,000 | 0 | |
| (F)
METRO UNITED WAY |
610444680 | 7 | No | 185,937 | 0 | |
| (G)
MONTGOMERY UNITED FUND |
351173225 | 7 | No | 37,698 | 0 | |
| (H)
INDNONPROFIT RESOURCE NETWORK UW Delaware County |
350996148 | 7 | No | 79,100 | 0 | |
| (I)
IND NONPROFIT RESOURCE NETWORK UW Elkhart |
350953433 | 7 | No | 100,405 | 0 | |
| (J)
IND NONPROFIT RESOURCE NETWORK UW Southwestern In |
350868069 | 7 | No | 95,765 | 0 | |
| (K)
INDNONPROFIT RESOURCE NETWORK UW Lafayette & Tippecanoe County |
350891621 | 7 | No | 93,150 | 0 | |
| (L)
TIPTON COUNTY FOUNDATION INC |
311175045 | 7 | No | 5,050 | 0 | |
| (M)
UNITED WAY OF ALLEN CO |
350867932 | 7 | No | 407,505 | 0 | |
| (N)
UNITED WAY OF BLACKFORD CO |
351062867 | 7 | No | 5,000 | 0 | |
| (O)
UNITED WAY OF CASS CO |
350868950 | 7 | No | 62,851 | 0 | |
| (P)
UNITED WAY OF THE DANVILLE AREA |
370673481 | 7 | No | 7,346 | 0 | |
| (Q)
UNITED WAY OF DEKALB COUNTY |
351065714 | 7 | No | 62,092 | 0 | |
| (R)
UNITED WAY OF DELAWARE CO |
350996148 | 7 | No | 202,350 | 0 | |
| (S)
UNITED WAY OF ELKHART CO |
350953433 | 7 | No | 190,000 | 0 | |
| (T)
UNITED WAY OF HOWARD CO |
350877579 | 7 | No | 75,443 | 0 | |
| (U)
JACKSON CO UNITED WAY |
351068832 | 7 | No | 86,494 | 0 | |
| (V)
UNITED WAY OF JAY CO |
351020932 | 7 | No | 20,322 | 0 | |
| (W)
UNITED WAY OF LAPORTE CO |
350782893 | 7 | No | 131,521 | 0 | |
| (X)
UNITED WAY OF MADISON CO |
351052350 | 7 | No | 43,481 | 0 | |
| (Y)
UNITED WAY OF MONROE COUNTY |
350985959 | 7 | No | 75,777 | 0 | |
| (Z)
UNITED WAY OF PORTER COUNTY |
356006484 | 7 | No | 184,828 | 0 | |
| (AA)
UNITED WAY OF POSEY COUNTY |
356030053 | 7 | No | 66,445 | 0 | |
| (AB)
UNITED WAY OF SOUTH CENTRAL INDIANA |
351047413 | 7 | No | 24,880 | 0 | |
| (AC)
UNITED WAY OF SOUTHWESTERN INDIANA |
350868069 | 7 | No | 408,000 | 0 | |
| (AD)
STARKE UNITED |
351989797 | 7 | No | 5,000 | 0 | |
| (AE)
UNITED WAY OF ST JOSEPH CO |
351063368 | 7 | No | 61,524 | 0 | |
| (AF)
U W OF LAFAYETTE & TIPP CO |
350891621 | 7 | No | 479,249 | 0 | |
| (AG)
UNITED WAY OF THE WABASH VALLEY |
351008531 | 7 | No | 77,562 | 0 | |
| (AH)
UNITED WAY OF WELLS COUNTY |
310969009 | 7 | No | 35,108 | 0 | |
| (AI)
WHITE CO UNITED WAY |
351137113 | 7 | No | 5,500 | 0 | |
| (AJ)
DEARBORN & OHIO CO UNITED FUND INC |
311105616 | 7 | No | 30,185 | 0 | |
| (AK)
JENNINGS CO UNITED WAY |
237215407 | 7 | No | 39,150 | 0 | |
| (AL)
LAKE AREA UNITED WAY |
237170019 | 7 | No | 34,612 | 0 | |
| (AM)
UNITED WAY OF ADAMS CO |
351846627 | 7 | No | 36,600 | 0 | |
| (AN)
UNITED WAY OF BARTHOLOMEW CO |
351132860 | 7 | No | 375,000 | 0 | |
| (AO)
UNITED WAY OF DAVIESS CO |
351404567 | 7 | No | 6,000 | 0 | |
| (AP)
UNITED WAY OF HUNTINGTON CO |
351134872 | 7 | No | 5,500 | 0 | |
| (AQ)
UNITED WAY OF JOHNSON CO |
351082600 | 7 | No | 137,700 | 0 | |
| (AR)
UNITED WAY OF KOSCIUSCKO CO |
351044331 | 7 | No | 83,052 | 0 | |
| (AS)
UNITED WAY OF MARSHALL CO |
237220922 | 7 | No | 50,000 | 0 | |
| (AT)
UNITED WAY OF MIAMI CO |
356006704 | 7 | No | 40,000 | 0 | |
| (AU)
UNITED WAY OF WHITLEY CO |
237300114 | 7 | No | 20,000 | 0 | |
| (AV)
IND NONPROFIT RESOURCE NETWORK - UW CENTRAL IN |
351007590 | 7 | No | 5,860 | 0 | |
| Total 48 | 4,392,368 | 0 | ||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2011 | (b) 2012 | (c) 2013 | (d) 2014 | (e) 2015 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any unusual grants.) .... | ||||||
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....... | ||||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 4 | Total. Add lines 1 through 3 | ||||||
| 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).. | ||||||
| 6 | Public support. Subtract line 5 from line 4. | ||||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2011 | (b) 2012 | (c) 2013 | (d) 2014 | (e) 2015 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | ||||||
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | ||||||
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | ||||||
| 11 | Total support. Add lines 7 through 10. | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2011 | (b) 2012 | (c) 2013 | (d) 2014 | (e) 2015 | (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.) | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2011 | (b) 2012 | (c) 2013 | (d) 2014 | (e) 2015 | (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.).. | ||||||
| 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 | ||||
| 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 2015 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-2015 |
(iii) Distributable Amount for 2015 |
|
|---|---|---|---|---|
|
1
Distributable amount for 2015 from Section C, line 6 |
||||
|
2
Underdistributions, if any, for years prior to 2015 (reasonable cause required--see instructions) |
||||
| 3 Excess distributions carryover, if any, to 2015: | ||||
| a | ||||
| b | ||||
| c | ||||
| d From 2013....... | ||||
| e From 2014....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2015 distributable amount | ||||
|
i
Carryover from 2010 not applied (see instructions) |
||||
| j Remainder. Subtract lines 3g, 3h, and 3i from 3f. | ||||
| 4Distributions for 2015 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2015 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from 4. | ||||
|
5
Remaining underdistributions for years prior to 2015, if any. Subtract lines 3g and 4a from line 2 (if amount greater than zero, see instructions) |
||||
|
6
Remaining underdistributions for 2015. Subtract lines 3h and 4b from line 1 (if amount greater than zero, see instructions) |
||||
|
7 Excess distributions carryover to 2016. Add lines 3j and 4c. |
||||
| 8 Breakdown of line 7: | ||||
| a | ||||
| b | ||||
| c Excess from 2013....... | ||||
| d From 2014....... | ||||
| e From 2015....... | ||||
| Facts And Circumstances Test |
|---|
| Return Reference | Explanation |
|---|---|
| Part IV, Section A, Line 1: | WHILE THE ASSOCIATION'S SUPPORTED ORGANIZATIONS ARE NOT INDIVIDUALLY LISTED BY NAME IN ITS GOVERNING DOCUMENTS, ALL SUPPORTED ORGANIZATIONS ARE MEMBERS OF THE ASSOCIATION. THE ASSOCIATION IS OPERATED EXCLUSIVELY TO SUPPORT ITS MEMBERS. IT IS OPERATED, SUPERVISED, AND CONTROLLED BY ITS MEMBERS BECAUSE THEY POSSESS A SUBSTANTIAL DEGREE OF DIRECTION OVER THE POLICIES, PROGRAMS, AND ACTIVITIES OF THE ASSOCIATION. FURTHERMORE, A MINIMUM OF TWO-THIRDS OF THE DIRECTORS OF THE ASSOCIATION ARE REQUIRED TO BE MEMBERS. |
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Attach to Form 990 or 990-EZ.
Information about Schedule O (Form 990 or 990-EZ) and its instructions is at| Return Reference | Explanation |
|---|---|
| Form 990, Part VI, Section A, line 6 | United Ways, United Funds and similar community organizations may become members by meeting the membership criteria of United Way Worldwide as a bona fide United Way. Other organizations must meet IaUW membership criteria. All members pay annual dues to IaUW. |
| Form 990, Part VI, Section A, line 7a | A nominating committee elected by the members presents a slate of individuals as candidates for the board. A gathering of members at the Annual State Leaders Conference receives the report and votes to elect the slate. |
| Form 990, Part VI, Section B, line 11 | Form 990 is presented to the board for approval with the annual audit. The form is reviewed and recommended by the volunteer finance committee prior to board approval. |
| Form 990, Part VI, Section B, line 12c | Board members abstain from all votes that benefit the member they voluntarily represent. |
| Form 990, Part VI, Section B, line 15a | The Board Chair appoints a Review Committee annually. The committee is composed of the current Vice Chair of the Board as committee chair, the current board chair, and at least three other members of the board representing different constituencies of the membership. The procedures for the review of the President's performance are as follows: a. The President shall prepare a report of his/her performance for the past year noting progress toward mission-based objectives of the association, b. The President will provide compensation information for comparable positions from United Way and other association compensation studies as available, c. The President will be prepared to discuss the overall performance of the organization and not allow any challenging or detrimental conditions to be unreported, d. The Committee will meet with the President and review the prior documentation and discuss performance in the past year and objectives for the coming year, e. The Committee will meet in executive session to prepare a recommendation for the board of directors, f. The Board will meet in executive session at its December meeting, and other meetings as desired or needed, to consider the performance and compensation of the President and recommendations of the Review Committee and a copy of the recommendation will become a part of the board minutes reflecting the board's action, g. In the event of grievances or challenges to the recommendations of the Review Committee, the President will be invited to participate in the board's deliberations. |
| Form 990, Part VI, Section C, line 19 | Governance documents are available by request either electronically or in printed form. |
| FORM 990, PART XII, LINE 2C: | NO CHANGE FROM PROCESS IN PRIOR YEAR. |
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