Form 990 for tax year 2023

Totals

Total revenue

$2,197,368

Total expenses

$3,145,962

Contributions and grants received

$2,172,640

Grants paid

$823,961

Program service revenue

$0

Investment income

$61,305

Other revenue

-$36,577

Total assets, end of year

$5,292,981

Total liabilities, end of year

$1,326,956

Net assets or fund balances, end of year

$3,966,025

Program services expenses (Part IX)

$2,064,550

Management and general expenses

$535,796

Fundraising expenses

$545,616

Program service expenses (Part III)

$2,064,550

Program services were 65.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Mission and programs · 2023

• PRIORITY AREA GRANT FUNDS: UNITED WAY OF ALLEN COUNTY PROVIDES FUNDING TO 17 ORGANIZATIONS THAT PROVIDE SERVICES THAT HELP ACHIEVE COMMUNITY GOALS AROUND FOOD SECURITY, HOUSING STABILITY, AND MENTAL HEALTH ACCESS. ADDITIONALLY, UNITED WAY INVESTS IN VARIOUS COMMUNITY COLLABORATIONS (KINDERGARTEN COUNTDOWN, VITA, PERSISTENCE PAYS OFF, EARLY YEARS INITIATIVE, ETC.) THROUGHOUT ALLEN COUNTY.

  Expenses $1,228,857 · Grants $785,000

• KINDERGARTEN COUNTDOWN: KINDERGARTEN COUNTDOWN COMPLETED ITS NINTH YEAR WHERE 97 CHILDREN ATTENDED CLASSES IN THE SCHOOLS THEY WILL BE ATTENDING IN THE FALL. THE PROGRAM OPERATES IN TWO PUBLIC SCHOOL DISTRICTS AND EMPHASIZES CLASSROOM SKILLS LIKE RAISING HANDS AND LINING UP QUIETLY AS WELL AS STRENGTHENING THE LITERACY SKILLS THAT ARE NECESSARY TO LEARN TO READ. THIS YEAR'S STUDENTS SHOWED A 18 PERCENT INCREASE IN BASIC LITERACY SKILLS AND A 16 PERCENT INCREASE IN SOCIAL EMOTIONAL SCORES FROM THE ASSESSMENTS COMPLETED AT THE BEGINNING AND END OF THE FOUR-WEEK PROGRAM. THERE WAS A 44 PERCENT INCREASE IN THE NUMBER STUDENTS ABLE TO WRITE THEIR NAMES.

  Expenses $167,367

• VOLUNTEER INCOME TAX ASSISTANCE (VITA): DURING THE 2023 VITA SEASON, TAX PREPARATION WAS OFFERED AT ONE SITE IN ALLEN COUNTY AND FOUR SITES IN DEKALB, NOBLE AND STEUBEN COUNTIES. THIS YEAR, OVER 60 VOLUNTEERS DONATED OVER 5,000 HOURS TO THIS EFFORT. OVER 2.2 MILLION WERE RETURNED TO OVER 2,900 RESIDENTS.

  Expenses $134,990

• COMMUNITY COLLABORATIONS: UNITED WAY OF ALLEN COUNTY INVESTS IN NUMEROUS COLLABORATIVE EFFORTS THAT CONVENE MULTIPLE PARTNERS TO ADDRESS CONCERNS IN THE COMMUNITY IN A TWO-GENERATIONAL APPROACH THROUGH OUR PRIORITY AREAS OF EDUCATIONAL OPPORTUNITIES, FOOD SECURITY, HOUSING STABILITY, AND MENTAL HEALTH ACCESS THROUGH COMMUNITY-BASED SOLUTIONS. --DONOR DESIGNATIONS: UNITED WAY OF ALLEN COUNTY (UWAC) DIRECTS DESIGNATED CONTRIBUTIONS (50 OR MORE) TO A SPECIFIC UWAC PRIORITY AREA(S), INITIATIVE(S), OR TO LOCAL UNITED WAYS IN OTHER COMMUNITIES. UWAC RETAINS 15% OF DESIGNATED GIFTS TO UNITED WAYS/FUNDS THAT ARE PART OF THE NORTHEAST INDIANA CONSORTIUM AND 15.1% ON GIFTS TO OTHER UNITED WAYS. NO OTHER FEES OR PERCENTAGES ARE CHARGED AGAINST THESE GIFTS. --VOLUNTEER ENGAGEMENT AND DAY OF CARING: OUR TOTAL VOLUNTEER ENGAGEMENT COORDINATED OVER 1,800 VOLUNTEERS FOR NEARLY 10,400 HOURS OF COMMUNITY SERVICE WHICH EQUALS NEARLY 333,500 WORTH OF SERVICE INVESTED BACK IN TO ALLEN COUNTY. WE WORK WITH CORPORATE PARTNERS TO CONNECT THEIR EMPLOYEES TO VOLUNTEER OPPORTUNITIES IN THE COMMUNITY. WE COORDINATE KIT BUILDS FOR THEM TO COMPLETE OR COMPANIES PARTICIPATE IN OUR LARGEST VOLUNTEER EVENT, DAY OF CARING. OUR 31TH ANNUAL UNITED WAY DAY OF CARING CONTINUED TO REBOUND IN TERMS OF VOLUNTEER NUMBERS. IN 2023, OVER 1,600 VOLUNTEERS CONTRIBUTED OVER 6,400 VOLUNTEER HOURS, AND COMPLETED 68 PROJECTS. PROJECTS SUBMITTED FOR DAY OF CARING ARE COMPLETED IN ONE DAY AND TYPICALLY CONSIST OF CLEANING, LANDSCAPING, PAINTING AND OTHER GENERAL MAINTENANCE. PROJECTS TAKE PLACE AT NON-PROFIT AGENCIES, SCHOOLS OR PRIVATE RESIDENCES COORDINATED BY NEIGHBORLINK. UNITED WAY WORKS TOGETHER WITH CORPORATE PARTNERS, NON-PROFIT AGENCIES AND VOLUNTEERS TO MEET THE NEEDS OF OUR COMMUNITY, MAKING ALLEN COUNTY A BETTER PLACE TO LIVE AND WORK. --PERSISTENCE PAYS OFF: PERSISTENCE PAYS OFF (PPO) IS A NEW INITIATIVE OF UNITED WAY THAT WAS LAUNCHED IN APRIL 2021. THE GOAL OF THE INITIATIVE IS TO GET MORE STUDENTS TO COMPLETE THEIR COLLEGE DEGREE OR CERTIFICATE BY HELPING ELIMINATE SOME OF THE BARRIERS THAT STUDENTS ARE FACING. WE PARTNER WITH THE TRIO OFFICES AT IVY TECH COMMUNITY COLLEGE FORT WAYNE AND PURDUE FORT WAYNE ALONG WITH LUTHERN SOCIAL SERVICES TO PROVIDE STUDENTS EDUCATIONAL GOAL ATTAINMENT, CASE MANAGEMENT, LIFE SKILLS DEVELOPMENT AND FINANCIAL LITERACY COACHING. TWO HUNDRED AND TWENTY-SEVEN STUDENTS HAVE RECEIVED SERVICES THROUGH PPO IN TWO AND A HALF ACADEMIC YEARS WITH A PERSISTENCE RATE OF 94%. THIS MEANS THAT 94% OF THE STUDENTS HAVE EITHER COMPLETED THEIR CERTIFICATION OR DEGREE OR HAVE RE-ENROLLED THE NEXT SEMESTER TO CONTINUE THEIR EDUCATION.

  Expenses $533,336 · Grants $38,961

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

• ROB HAWORTH

  PRESIDENT &

  Total calculated

  $154,850

  From this org

  $147,776

  From related orgs

  $0

  Other

  $7,074

  Hours/week

  40

  Schedule J breakdown matched by us

  Base

  $137,776

  Bonus

  $10,000

  Other

  —not reported

  Deferred

  —not reported

  Nontaxable benefits

  $7,074

  Filer's total

  $154,850

• BETH PETER

  INTERIM CFO

  Total calculated

  $37,238

  From this org

  $37,238

  From related orgs

  $0

  Other

  $0

  Hours/week

  40

• TAMMY YEASER

  DIRECTOR OF

  Total calculated

  $25,007

  From this org

  $20,683

  From related orgs

  $0

  Other

  $4,324

  Hours/week

  40

• JOHN COURT

  BOARD CHAIR

  Total calculated

  $0

  Hours/week

  1

• HEIDI FOWLER

  VICE CHAIR

  Total calculated

  $0

  Hours/week

  1

• ALLEN BROUWER

  TREASURER

  Total calculated

  $0

  Hours/week

  1

• CHRIS GOMEZ

  SECRETARY

  Total calculated

  $0

  Hours/week

  1

• DON CATES

  IMMEDIATE PA

  Total calculated

  $0

  Hours/week

  1

• PETER ADAMS

  DIRECTOR

  Total calculated

  $0

  Hours/week

  1

• JAVON BELL

  DIRECTOR

  Total calculated

  $0

  Hours/week

  1

• BONNIE BLACKBURN-PENHOLLOW

  DIRECTOR

  Total calculated

  $0

  Hours/week

  1

• JILL BROWN

  DIRECTOR

  Total calculated

  $0

  Hours/week

  1

• STEPHANIE CRANDALL

  DIRECTOR

  Total calculated

  $0

  Hours/week

  1

• NICK DARRAH

  DIRECTOR

  Total calculated

  $0

  Hours/week

  1

• GARY DUFF

  DIRECTOR

  Total calculated

  $0

  Hours/week

  1

• SARAH GIAQUINTA

  DIRECTOR

  Total calculated

  $0

  Hours/week

  1

• JOHN GUINGRICH

  DIRECTOR

  Total calculated

  $0

  Hours/week

  1

• GEORGE GUY

  DIRECTOR

  Total calculated

  $0

  Hours/week

  1

• SCOTT HOFFMAN

  DIRECTOR

  Total calculated

  $0

  Hours/week

  1

• PRACHI HOFFMEISTER

  DIRECTOR

  Total calculated

  $0

  Hours/week

  1

• RON HOWARD

  DIRECTOR

  Total calculated

  $0

  Hours/week

  1

• PAULA HUGHES-SCHUH

  DIRECTOR

  Total calculated

  $0

  Hours/week

  1

• DAVYD JONES

  DIRECTOR

  Total calculated

  $0

  Hours/week

  1

• AUSTIN KNOX

  DIRECTOR

  Total calculated

  $0

  Hours/week

  1

• KIM MOORE

  DIRECTOR

  Total calculated

  $0

  Hours/week

  1

• HOLLI MURPHY

  DIRECTOR

  Total calculated

  $0

  Hours/week

  1

• EMILY MUSSER

  DIRECTOR

  Total calculated

  $0

  Hours/week

  1

• LLOYD OSBORNE

  DIRECTOR

  Total calculated

  $0

  Hours/week

  1

• IRENE PAXIA

  DIRECTOR

  Total calculated

  $0

  Hours/week

  1

• EVAN SCHOOF

  DIRECTOR

  Total calculated

  $0

  Hours/week

  1

• GRETA SOUTHARD

  DIRECTOR

  Total calculated

  $0

  Hours/week

  1

• STEVEN SYKES

  DIRECTOR

  Total calculated

  $0

  Hours/week

  1

• DR DEBRA FAYE WILLIAMS-ROBBINS

  DIRECTOR

  Total calculated

  $0

  Hours/week

  1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

• BRIGHTPOINT

  $200,000

  PROGRAM SUPPORT

• LUTHERAN SOCIAL SERVICES OF IN

  $112,000

  PROGRAM SUPPORT

• VINCENT VILLAGE INC

  $75,000

  PROGRAM SUPPORT

• ASSOCIATED CHURCHES OF FORT WAYNE

  $50,000

  PROGRAM SUPPORT

• WELLSPRING INTERFAITH

  $50,000

  PROGRAM SUPPORT

• LEAGUE FOR THE BLIND AND DISABLED

  $40,000

  PROGRAM SUPPORT

• HEADWATERS COUNSELING

  $30,000

  PROGRAM SUPPORT

• YWCA NORTHEAST INDIANA

  $30,000

  PROGRAM SUPPORT

• ST JOSEPH MISSIONS INC

  $30,000

  PROGRAM SUPPORT

• FORT WAYNE RESCUE MISSION

  $25,000

  PROGRAM SUPPORT

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type

form_990

Tax year

2023

Filed

15 November 2024

IRS schema version

2023v5.0

Source object

202423199349303357

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.