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Nonprofiteer
← UNITED WAY OF GREATER LAFAYETTE & TIPPECANOE COUNTY

Form 990 for tax year 2022

Filed by UNITED WAY OF GREATER LAFAYETTE & TIPPECANOE COUNTY.

Totals

Total revenue
$5,787,428
Total expenses
$5,595,062
Contributions and grants received
$5,497,509
Grants paid
$4,083,935
Program service revenue
$32,232
Investment income
$252,629
Other revenue
$5,058
Total assets, end of year
$11,576,736
Total liabilities, end of year
$3,715,310
Net assets or fund balances, end of year
$7,861,426
Program services expenses (Part IX)
$4,637,962
Management and general expenses
$431,958
Fundraising expenses
$525,142
Program service expenses (Part III)
$4,637,962

Program services were 82.9% 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.

Revenue

Part VIII, the statement of revenue.

  • 1a · Federated campaigns

    $4,692,235

  • 1f · All other contributions, gifts and grants

    $805,274

  • 1g · Noncash contributions included above

    $173,143

  • 2a · Program service revenue: PROJECT CONTRACT-CONSULTATION

    total $10,000 · related or exempt $10,000

  • 2b · Program service revenue: WORKSHOP INCOME

    total $8,385 · related or exempt $8,385

  • 2c · Program service revenue: LEC INCOME

    total $7,000 · related or exempt $7,000

  • 2d · Program service revenue: ADMINISTRATIVE FEES

    total $6,847 · related or exempt $6,847

  • 3 · Investment income

    total $153,827 · excluded $153,827

  • 7a · Gross sales of assets other than inventory

    securities $676,621

  • 7b · Less cost or other basis and sales expenses

    securities $577,819

  • 7c · Gain or loss

    securities $98,802

  • 7d · Net gain or loss

    total $98,802 · excluded $98,802

  • 8a · Fundraising events: gross income

    $5,048

  • 8c · Net income from fundraising events

    total $5,048 · excluded $5,048

  • 11a · Other revenue: MISCELLANEOUS INCOME

    total $10 · excluded $10

  • 11e · Other revenue, total

    $10

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $4,083,935 · program services $4,083,935

  • 5 · Compensation of officers, directors and key employees

    total $126,032 · program services $42,667 · management and general $41,957 · fundraising $41,408

  • 7 · Other salaries and wages

    total $661,779 · program services $262,747 · management and general $200,831 · fundraising $198,201

  • 8 · Pension plan contributions

    total $45,179 · program services $18,131 · management and general $13,522 · fundraising $13,526

  • 9 · Other employee benefits

    total $91,871 · program services $40,568 · management and general $18,417 · fundraising $32,886

  • 10 · Payroll taxes

    total $58,085 · program services $22,451 · management and general $18,180 · fundraising $17,454

  • 11c · Fees: accounting

    total $12,993 · program services $4,446 · management and general $2,973 · fundraising $5,574

  • 11f · Fees: investment management

    total $22,441 · management and general $22,441

  • 13 · Office expenses

    total $26,760 · program services $5,363 · management and general $4,687 · fundraising $16,710

  • 14 · Information technology

    total $26,602 · program services $11,281 · management and general $5,204 · fundraising $10,117

  • 16 · Occupancy

    total $82,229 · program services $29,887 · management and general $19,312 · fundraising $33,030

  • 17 · Travel

    total $3,682 · program services $1,165 · management and general $1,135 · fundraising $1,382

  • 19 · Conferences, conventions and meetings

    total $6,025 · program services $1,445 · management and general $3,075 · fundraising $1,505

  • 21 · Payments to affiliates

    total $96,547 · program services $34,313 · management and general $22,949 · fundraising $39,285

  • 22 · Depreciation, depletion and amortization

    total $29,350 · program services $10,432 · management and general $6,976 · fundraising $11,942

  • 23 · Insurance

    total $9,222 · program services $3,205 · management and general $2,601 · fundraising $3,416

  • 24a · Other expenses: GRANT EXPENSE

    total $70,665 · program services $25,139 · management and general $13,050 · fundraising $32,476

  • 24b · Other expenses: ENDOWMENT FEE

    total $31,316 · management and general $31,316

  • 24c · Other expenses: EVENTS SPONSORSHIPS

    total $25,379 · fundraising $25,379

  • 24d · Other expenses: CAMPAIGN & PUBLIC RELATIO

    total $22,175 · fundraising $22,175

  • 24e · All other expenses

    total $62,795 · program services $40,787 · management and general $3,332 · fundraising $18,676

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $908,975 · end of year $893,319

  • 2 · Savings and temporary cash investments

    beginning of year $1,836,632 · end of year $1,716,905

  • 3 · Pledges and grants receivable

    beginning of year $2,955,692 · end of year $3,365,161

  • 4 · Accounts receivable

    beginning of year $42,517 · end of year $21,178

  • 9 · Prepaid expenses and deferred charges

    beginning of year $23,401 · end of year $6,243

  • 10a · Land, buildings and equipment: cost or other basis

    $874,795

  • 10b · Land, buildings and equipment: accumulated depreciation

    $315,874

  • 10c · Land, buildings and equipment, net

    beginning of year $583,062 · end of year $558,921

  • 11 · Investments: publicly traded securities

    beginning of year $3,614,675 · end of year $2,933,270

  • 15 · Other assets

    beginning of year $2,547,776 · end of year $2,081,739

  • 17 · Accounts payable and accrued expenses

    beginning of year $132,327 · end of year $120,320

  • 18 · Grants payable

    beginning of year $3,598,498 · end of year $3,594,990

  • 27 · Net assets without donor restrictions

    beginning of year $3,095,825 · end of year $2,069,876

  • 28 · Net assets with donor restrictions

    beginning of year $5,686,080 · end of year $5,791,550

Mission and programs · 2022

Mission

MISSION- MOBILIZING OUR COMMUNITY TO IMPROVE LIVES. VISION- UNITED WAY WILL ADD VALUE TO THE GREATER LAFAYETTE COMMUNITY BY ENABLING PEOPLE TO HELP ONE ANOTHER. IT WILL PROVIDE LEADERSHIP IN DEFINING COMMUNITY NEEDS AND IN COORDINATING RESOURCES TO ADDRESS COMMUNITY ISSUES. OUR GOAL- EVERY PERSON SUCCEEDING IN GREATER LAFAYETTE THE UNITED WAY OF GREATER LAFAYETTE LEADS THE COMMUNITY TO EMPOWER EVERY PERSON TO DISCOVER AND PURSUE THEIR PATH TO SUCCESS. WE DO THIS BY ALIGNING RESOURCES ALONG THE CRADLE TO CAREER COMMITMENT. WE BRING PEOPLE, ORGANIZATIONS AND COMMUNITY RESOURCES TOGETHER TO DELIVER RESULTS IN THE AREAS OF EDUCATION, FINANCIAL STABILITY, AND HEALTH. THROUGH THE CRADLE TO CAREER COMMITMENT, WE WANT TO ENSURE THAT QUALITY PRE-NATAL CARE IS AVAILABLE TO EXPECTING MOTHERS, THAT CHILDREN RECEIVE QUALITY EARLY LEARNING (INCLUDING PRESCHOOL AND PRE-K) OPPORTUNITIES AND THAT THEY ARE PREPARED TO START SCHOOL. ONCE IN SCHOOL WE WANT CHILDREN TO MEET 3RD GRADE READING GOALS, MAKE SU

  • UNITED WAY OF GREATER LAFAYETTE'S COMMUNITY INVESTMENTS SEEK TO ALIGN OUR RESOURCES WITH THE STRATEGIC GOALS OF OUR CRADLE TO CAREER COMMITMENT AND BASIC NEEDS SERVICES. COMMITTEES OF COMMITTED VOLUNTEERS VISIT AND REVIEW EACH OF OUR PARTNER ORGANIZATIONS TO ENSURE THAT DONATIONS ARE BEING USED IN THE MOST EFFECTIVE WAY. THE FOLLOWING FUNDING GUIDELINES HAVE BEEN ESTABLISHED BY THE BOARD OF DIRECTORS. 1.)DOES THE PROGRAM ALIGN WITH STRATEGIC GOALS? 2.)DOES THE PROGRAM PROVIDE MEASURABLE OUTCOMES? 3.)DOES THE PROGRAM COLLABORATE WITH OTHER ORGANIZATIONS? 4.)DOES THE PROGRAM AVOID DUPLICATION OF SERVICES? 5.)IS THE AGENCY FINANCIALLY SOUND AND MAINTAINING APPROPRIATE CONTROLS?

    Expenses $4,083,935 · Grants $4,083,935

  • THE UNITED WAY OF GREATER LAFAYETTE PROVIDES A VOLUNTEER CENTER PROGRAM THAT SEEKS TO BUILD AND STRENGTHEN OUR COMMUNITY BY PROMOTING AND DEVELOPING VOLUNTEERISM THROUGH AWARENESS AMONG AREA RESIDENTS OF SOCIAL NEEDS IN THE GREATER LAFAYETTE COMMUNITY. THE VOLUNTEER CENTER PROMOTES THE RECRUITMENT OF VOLUNTEERS TO WORK WITH SOCIAL SERVICE AGENCIES TO DEVELOP AND MAINTAIN QUALITY PROGRAMS. OUR GOAL IS TO PULL ALL AVAILABLE RESOURCES TOGETHER FOR THE GREATER GOOD OF OUR COMMUNITY.

    Expenses $9,529

  • THE LABOR LIAISON PROVIDES A CONNECTION POINT FOR UNITED WAY OF GREATER LAFAYETTE AND UNION MEMBERS ACROSS THE VARIOUS INDUSTRIES IN TIPPECANOE COUNTY. UNITED WAY SUPPORTS THE PEER UNION COUNSELING PROGRAM, WHICH TRAINS INDIVIDUALS AND UNION MEMBERS ABOUT AVAILABLE RESOURCES IN THE COMMUNITY TO HELP THEM BE A RESOURCE FOR OTHER EMPLOYEES AND RESIDENCE OF THE COMMUNITY WHO ARE IN NEED OF SERVICES.

    Expenses $106,724

  • SEE MISSION STATEMENT

    Expenses $437,774 · Revenue $32,232

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • David Bathe

    CEO

    Total calculated
    $111,325
    From this org
    $106,840
    From related orgs
    $0
    Other
    $4,485
    Hours/week
    40

  • Michael K Budd

    CEO - LEFT 1

    Total calculated
    $14,708
    From this org
    $11,096
    From related orgs
    $0
    Other
    $3,612
    Hours/week
    40

  • Corey Bassett

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Aaron Baute

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Kayla Bretney

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Kathy Brinker

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Wendy Cummins

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Abigail Diener

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Laura Downey

    IMMEDIATE PA

    Total calculated
    $0
    Hours/week
    0.5

  • Laurie Earnst

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Heather Francis

    1ST VICE PRE

    Total calculated
    $0
    Hours/week
    0.5

  • John Gates

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Joe Howarth

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Kevin Letcher

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Abby Macari

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Sarah May

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • James Melvin

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Tom Murtaugh

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Jeff Newell

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Patrick Nycz

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Kevin Page

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Evelyn Royer

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Heather Shirk

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Jim Smith

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Thomas Sors

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Debra Spesard

    PRESIDENT

    Total calculated
    $0
    Hours/week
    0.5

  • Terry Stevick

    TREASURER

    Total calculated
    $0
    Hours/week
    0.5

  • Gary Yoder

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Beann Younker

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Jeff Zeh

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

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.

Grants on this return

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

Provenance

Return type
form_990
Tax year
2022
Filed
30 September 2023
IRS schema version
2022v5.0
Source object
202311799349300626

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

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