Attach to Form 990 or Form 990-EZ.
Go to
www.irs.gov/Form990 for instructions and the latest information.
| (i) Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 10 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)
LAKE AREA UNITED WAY LAKE AREA UNITED WAY |
237170019 | 7 | No | 1,860,944 | 0 | |
| (B)
UNITED WAY OF ALLEN COUNTY UNITED WAY OF ALLEN COUNTY |
350867932 | 7 | No | 1,634,258 | 0 | |
| (C)
UW OF GTR LAFAYETTE & TIPPECANOE CO UNITED WAY OF GTR |
350891621 | 7 | No | 1,311,861 | 0 | |
| (D)
UNITED WAY OF DELAWARE HENRY & RANDOLPH COUNTIES UNITED WAY OF DELAWARE HENRY & RANDOLPH COUNTIES |
350996148 | 7 | No | 1,263,830 | 0 | |
| (E)
UNITED WAY OF MONROE COUNTY UNITED WAY OF MONROE COUNTY |
350985959 | 7 | No | 985,342 | 0 | |
| (F)
UNITED WAY OF ST JOSEPH COUNTY UNITED WAY OF ST JOSEPH COUNTY |
351063368 | 7 | No | 983,011 | 0 | |
| (G)
UNITED WAY OF SOUTHWESTERN IN UNITED WAY OF SOUTHWESTERN IN |
350868069 | 7 | No | 947,792 | 0 | |
| (H)
UNITED WAY OF ELKHART CO UNITED WAY OF ELKHART CO |
350953433 | 7 | No | 915,812 | 0 | |
| (I)
METRO UNITED WAY METRO UNTIED WAY |
351011521 | 7 | No | 788,680 | 0 | |
| (J)
UNITED WAY OF PORTER CO UNITED WAY OF PORTER CO |
356006484 | 7 | No | 767,924 | 0 | |
| (K)
UNITED WAY OF THE WABASH VALLEY UNITED WAY OF THE WABASH VALLEY |
351008531 | 7 | No | 709,670 | 0 | |
| (L)
UNITED WAY OF BARTHOLOMEW COUNTY UNITED WAY OF BARTHOLOMEW COUNTY |
351132860 | 7 | No | 638,907 | 0 | |
| (M)
UNITED WAY OF JOHNSON CO UNITED WAY OF JOHNSON CO |
351082600 | 7 | No | 608,861 | 0 | |
| (N)
UNITED WAY OF LAPORTE CO UNITED WAY OF LAPORTE CO |
350782893 | 7 | No | 458,562 | 0 | |
| (O)
UNITED WAY OF KOSCIUSKO COUNTY UNITED WAY OF KOSCIUSKO COUNTY |
351044331 | 7 | No | 351,537 | 0 | |
| (P)
UNITED WAY OF HOWARD COUNTY UNITED WAY OF HOWARD COUNTY |
350877579 | 7 | No | 287,669 | 0 | |
| (Q)
UNITED WAY OF GRANT CO UNITED WAY OF GRANT CO |
350995975 | 7 | No | 264,682 | 0 | |
| (R)
SHELBY COUNTY UNITED FUND SHELBY COUNTY UNITED FUND |
350953458 | 7 | No | 217,057 | 0 | |
| (S)
UNITED WAY OF WHITEWATER VALLEY UNITED WAY OF WHITEWATER VALLEY |
351020935 | 7 | No | 212,565 | 0 | |
| (T)
UNITED WAY OF CASS COUNTY UNITED WAY OF CASS COUNTY |
350868950 | 7 | No | 209,109 | 0 | |
| (U)
WHITE COUNTY UNITED WAY WHITE COUNTY UNITED WAY |
351137113 | 7 | No | 204,980 | 0 | |
| (V)
UNITED WAY OF HUNTINGTON COUNTY UNITED WAY OF HUNTINGTON COUNTY |
351134872 | 7 | No | 173,330 | 0 | |
| (W)
UNITED WAY OF GREATER CINCINNATI UNITED WAY OF GREATER CINCINATTI |
350537502 | 7 | No | 161,703 | 0 | |
| (X)
UNITED WAY OF WELLS COUNTY UNITED WAY OF WELLS COUNTY |
310969009 | 7 | No | 156,955 | 0 | |
| (Y)
UNITED WAY OF FRANKLIN COUNTY UNITED WAY OF FRANKLIN COUNTY |
351804947 | 7 | No | 148,998 | 0 | |
| (Z)
UNITED WAY OF MARSHALL COUNTY UNITED WAY OF MARSHALL COUNTY |
237220922 | 7 | No | 135,097 | 0 | |
| (AA)
UNITED WAY OF MIAMI CO UNITED WAY OF MIAMI CO |
356006704 | 7 | No | 133,135 | 0 | |
| (AB)
UNITED WAY OF DECATUR CO UNITED WAY OF DECATUR CO |
351046461 | 7 | No | 130,500 | 0 | |
| (AC)
JACKSON COUNTY UNITED WAY JACKSON COUNTY UNITED WAY |
351068832 | 7 | No | 130,343 | 0 | |
| (AD)
DUBOIS COUNTY COMM FOUNDATION DUBOIS COUNTY COMM FOUNDATION |
351990305 | 7 | No | 128,750 | 0 | |
| (AE)
UNITED WAY OF DEKALB CO UNITED WAY OF DEKALB CO |
351065714 | 7 | No | 128,740 | 0 | |
| (AF)
UNITED WAY OF MADISON COUNTY UNITED WAY OF MADISON COUNTY |
351052350 | 7 | No | 127,906 | 0 | |
| (AG)
JEFFERSON COUNTY UNITED WAY JEFFERSON COUNTY UNITED WAY |
356006467 | 7 | No | 126,962 | 0 | |
| (AH)
UNITED WAY OF CENTRAL INDIANA UNITED WAY OF CENTRAL INDIANA |
351007590 | 7 | No | 115,448 | 0 | |
| (AI)
UNITED WAY OF KNOX COUNTY UNITED WAY OF KNOX COUNTY |
351158520 | 7 | No | 107,037 | 0 | |
| (AJ)
UNITED WAY OF ADAMS COUNTY UNITED WAY OF ADAMS COUNTY |
351846627 | 7 | No | 105,724 | 0 | |
| (AK)
UNITED WAY OF STEUBEN CO UNITED WAY OF STEUBEN CO |
237168857 | 7 | No | 101,824 | 0 | |
| (AL)
UNITED WAY OF DAVIESS CO UNITED WAY OF DAVIESS CO |
351404567 | 7 | No | 97,989 | 0 | |
| (AM)
UNITED WAY OF CLINTON COUNTY UNITED WAY OF CLINTON COUNTY |
350996128 | 7 | No | 95,988 | 0 | |
| (AN)
WABASH COUNTY UNITED WAY WABASH COUNTY UNITED WAY |
237382811 | 7 | No | 89,491 | 0 | |
| (AO)
UNITED WAY OF PERRY COUNTY UNITED WAY OF PERRY COUNTY |
237330365 | 7 | No | 87,455 | 0 | |
| (AP)
UNITED WAY OF SCOTT CO UNITED WAY OF SCOTT CO |
351867167 | 7 | No | 70,357 | 0 | |
| (AQ)
UNITED WAY OF JAY COUNTY UNITED WAY OF JAY COUNTY |
351020932 | 7 | No | 58,079 | 0 | |
| (AR)
FULTON COUNTY UNITED WAY FULTON COUNTY UNITED WAY |
356247727 | 7 | No | 57,968 | 0 | |
| (AS)
UNITED WAY OF LAWRENCE COUNTY UNITED WAY OF LAWRENCE COUNTY |
351047413 | 7 | No | 50,587 | 0 | |
| (AT)
UNITED WAY OF PIKE COUNTY UNITED WAY OF PIKE COUNTY |
352026264 | 7 | No | 36,248 | 0 | |
|
Total 46
|
18,379,667 | 0 | ||||
Calendar year
(or fiscal year beginning in)
![]() |
(a) 2017 | (b) 2018 | (c) 2019 | (d) 2020 | (e) 2021 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. | ||||||
| 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) 2017 | (b) 2018 | (c) 2019 | (d) 2020 | (e) 2021 | (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) 2017 | (b) 2018 | (c) 2019 | (d) 2020 | (e) 2021 | (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) 2017 | (b) 2018 | (c) 2019 | (d) 2020 | (e) 2021 | (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 on 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 0.015 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 0.035 | 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 | 1 | |
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
2 | |
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | 3 | |
| 4 Amounts paid to acquire exempt-use assets | 4 | |
| 5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI) | 5 | |
| 6 Other distributions (describe in Part VI). See instructions | 6 | |
| 7Total annual distributions. Add lines 1 through 6. | 7 | |
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
8 | |
| 9 Distributable amount for 2021 from Section C, line 6 | 9 | |
| 10 Line 8 amount divided by Line 9 amount | 10 | |
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2021 |
(iii) Distributable Amount for 2021 |
|
|---|---|---|---|---|
| 1 Distributable amount for 2021 from Section C, line 6 | ||||
|
2
Underdistributions, if any, for years prior to 2021 (reasonable cause required-- explain in Part VI). See instructions. |
||||
| 3 Excess distributions carryover, if any, to 2021: | ||||
| a From 2016....... | ||||
| b From 2017....... | ||||
| c From 2018....... | ||||
| d From 2019....... | ||||
| e From 2020....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2021 distributable amount | ||||
|
i
Carryover from 2016 not applied (see instructions) |
||||
| j Remainder. Subtract lines 3g, 3h, and 3i from line 3f. | ||||
| 4Distributions for 2021 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2021 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from line 4. | ||||
|
5
Remaining underdistributions for years prior to 2021, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions. |
||||
|
6
Remaining underdistributions for 2021. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions. |
||||
|
7 Excess distributions carryover to 2022. Add lines 3j and 4c. |
||||
| 8 Breakdown of line 7: | ||||
| a Excess from 2017..... | ||||
| b Excess from 2018..... | ||||
| c Excess from 2019..... | ||||
| d Excess from 2020..... | ||||
| e Excess from 2021..... | ||||
| Facts And Circumstances Test |
|---|
| Return Reference | Explanation |
|---|---|
| PART I, LINE 11H | UNITED WAY OF ST JOSEPH COUNTY 35-1063368 7 983,011 0 UNITED WAY OF SOUTHWESTERN IN 35-0868069 7 947,792 0 UNITED WAY OF ELKHART CO. 35-0953433 7 915,812 0 METRO UNITED WAY 35-1011521 7 788,680 0 UNITED WAY OF PORTER CO. 35-6006484 7 767,924 0 UNITED WAY OF THE WABASH VALLEY 35-1008531 7 709,670 0 UNITED WAY OF BARTHOLOMEW COUNTY 35-1132860 7 638,907 0 UNITED WAY OF JOHNSON CO. 35-1082600 7 608,861 0 UNITED WAY OF LAPORTE CO. 35-0782893 7 458,562 0 UNITED WAY OF KOSCIUSKO COUNTY 35-1044331 7 351,537 0 UNITED WAY OF HOWARD COUNTY 35-0877579 7 287,669 0 UNITED WAY OF GRANT CO. 35-0995975 7 264,682 0 SHELBY COUNTY UNITED FUND 35-0953458 7 217,057 0 UNITED WAY OF WHITEWATER VALLEY 35-1020935 7 212,565 0 UNITED WAY OF CASS COUNTY 35-0868950 7 209,109 0 WHITE COUNTY UNITED WAY 35-1137113 7 204,980 0 UNITED WAY OF HUNTINGTON COUNTY 35-1134872 7 173,330 0 UNITED WAY OF GREATER CINCINNATI 35-0537502 7 161,703 0 UNITED WAY OF WELLS COUNTY 31-0969009 7 156,955 0 UNITED WAY OF FRANKLIN COUNTY 35-1804947 7 148,998 0 UNITED WAY OF MARSHALL COUNTY 23-7220922 7 135,097 0 UNITED WAY OF MIAMI CO. 35-6006704 7 133,135 0 UNITED WAY OF DECATUR CO. 35-1046461 7 130,500 0 JACKSON COUNTY UNITED WAY 35-1068832 7 130,343 0 DUBOIS COUNTY COMM FOUNDATION 35-1990305 7 128,750 0 UNITED WAY OF DEKALB CO. 35-1065714 7 128,740 0 UNITED WAY OF MADISON COUNTY 35-1052350 7 127,906 0 JEFFERSON COUNTY UNITED WAY 35-6006467 7 126,962 0 UNITED WAY OF CENTRAL INDIANA 35-1007590 7 115,448 0 UNITED WAY OF KNOX COUNTY 35-1158520 7 107,037 0 UNITED WAY OF ADAMS COUNTY 35-1846627 7 105,724 0 UNITED WAY OF STEUBEN CO. 23-7168857 7 101,824 0 UNITED WAY OF DAVIESS CO. 35-1404567 7 97,989 0 UNITED WAY OF CLINTON COUNTY 35-0996128 7 95,988 0 WABASH COUNTY UNITED WAY 23-7382811 7 89,491 0 UNITED WAY OF PERRY COUNTY 23-7330365 7 87,455 0 UNITED WAY OF SCOTT CO. 35-1867167 7 70,357 0 UNITED WAY OF JAY COUNTY 35-1020932 7 58,079 0 FULTON COUNTY UNITED WAY 35-6247727 7 57,968 0 UNITED WAY OF LAWRENCE COUNTY 35-1047413 7 50,587 0 UNITED WAY OF PIKE COUNTY 35-2026264 7 36,248 0 |
| 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. |
| Software ID: | |
| Software Version: |
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.
| Return Reference | Explanation |
|---|---|
| FORM 990, PAGE 2, PART III, LINE 4D | DIGITAL SERVICES - DIGITAL SERVICES PROVIDES SUPPORT TO 9 LOCAL UNITED WAYS IN INDIANA THROUGH A UWW ANCHOR MODEL. THIS SERVICE CONTRACTS WITH UWW FOR DIGITAL ACCESS TO SEVERAL DIFFERENT SALESFORCE AND OTHER TOP-SHELF TOOLS AND MANAGES THE TECHNICAL ASPECTS OF THE DIGITAL MARKETING, VIRTUAL ADVOCACY AND FUNDRAISING EFFORTS. THIS SERVICE WAS DISCONTINUED AT THE END OF 2021. |
| FORM 990, PAGE 6, PART VI, LINE 6 | MEMBERS ARE THE 56 DUES-PAYING UNITED WAYS/UNITED FUNDS IN INDIANA. |
| FORM 990, PAGE 6, PART VI, LINE 7A | MEMBERS ELECT THE BOARD AT THE ANNUAL MEETING AND NAME THE NOMINATING COMMITTEE FOR THE NEXT YEAR. |
| FORM 990, PAGE 6, PART VI, LINE 7B | ARTICLES AND BYLAWS DO REQUIRE THE MEMBERS TO VOTE TO AMEND, REVISE, OR REPEAL BYLAWS. |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE 990 IS REVIEWED BY INDIANA UNITED WAY'S FINANCE COMMITTEE FOR APPROVAL BEFORE IT IS SUBMITTED TO THE ENTIRE BOARD FOR FINAL APPROVAL. |
| FORM 990, PAGE 6, PART VI, LINE 12C | BOARD MEMBERS ARE REQUIRED TO ABSTAIN FROM ALL VOTES THAT BENEFIT THE MEMBER OR ORGANIZATION THEY VOLUNTARILY REPRESENT. |
| FORM 990, PAGE 6, PART VI, LINE 15A | PRESIDENT/CEO COMPENSATION IS REVIEWED ANNUALLY BY THE EXECUTIVE COMMITTEE BASED ON PERFORMANCE, COMPARABLE JOB PERFORMANCE PLANS AND IS RECORDED IN EXECUTIVE COMMITTEE NOTES. |
| FORM 990, PAGE 6, PART VI, LINE 15B | OTHER KEY EMPLOYEES ARE REVIEWED BY THE PRESIDENT/CEO ON AN ANNUAL BASIS. |
| FORM 990, PAGE 6, PART VI, LINE 18 | INDIANA UNITED WAY'S DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. |
| FORM 990, PAGE 6, PART VI, LINE 19 | GOVERNING DOCUMENTS ARE AVAILABLE BY REQUEST EITHER ELECTRONICALLY OR IN PRINTED FORM. |
| Software ID: | |
| Software Version: |