Form 990 for tax year 2022
Filed by UNITY FOUNDATION OF LAPORTE COUNTY INC.
Totals
- Total revenue
- $3,912,417
- Total expenses
- $3,431,759
- Contributions and grants received
- $1,471,309
- Grants paid
- $1,805,668
- Program service revenue
- $602,812
- Investment income
- $1,749,114
- Other revenue
- $89,182
- Total assets, end of year
- $40,050,237
- Total liabilities, end of year
- $1,633,152
- Net assets or fund balances, end of year
- $38,417,085
- Program services expenses (Part IX)
- $2,792,280
- Management and general expenses
- $393,212
- Fundraising expenses
- $246,267
- Program service expenses (Part III)
- $2,792,280
Program services were 81.4% 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.
-
1f · All other contributions, gifts and grants
$1,471,309
-
1g · Noncash contributions included above
$14,829
-
2a · Program service revenue: ADMINISTRATIVE FEE REVENUE
total $516,593 · related or exempt $516,593
-
2b · Program service revenue: RENTAL
total $86,219 · excluded $86,219
-
3 · Investment income
total $1,246,899 · excluded $1,246,899
-
7a · Gross sales of assets other than inventory
securities $7,113,645
-
7b · Less cost or other basis and sales expenses
securities $6,611,005 · other assets $425
-
7c · Gain or loss
securities $502,640 · other assets -$425
-
7d · Net gain or loss
total $502,215 · related or exempt $502,215
-
11a · Other revenue: SPECIAL EVENTS
total $57,020 · excluded $57,020
-
11b · Other revenue: PROJECT FEES
total $32,162 · excluded $32,162
-
11e · Other revenue, total
$89,182
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $1,467,597 · program services $1,467,597
-
2 · Grants to domestic individuals
total $338,071 · program services $338,071
-
5 · Compensation of officers, directors and key employees
total $130,383 · program services $44,330 · management and general $39,115 · fundraising $46,938
-
7 · Other salaries and wages
total $163,423 · program services $55,564 · management and general $49,027 · fundraising $58,832
-
9 · Other employee benefits
total $72,793 · program services $24,750 · management and general $21,838 · fundraising $26,205
-
10 · Payroll taxes
total $27,367 · program services $9,305 · management and general $8,210 · fundraising $9,852
-
11a · Fees: management
total $516,593 · program services $516,593
-
11c · Fees: accounting
total $73,031 · program services $7,303 · management and general $65,728
-
11f · Fees: investment management
total $134,750 · management and general $134,750
-
12 · Advertising and promotion
total $26,413 · program services $26,413
-
13 · Office expenses
total $36,843 · program services $12,525 · management and general $11,056 · fundraising $13,262
-
14 · Information technology
total $53,653 · program services $18,242 · management and general $16,096 · fundraising $19,315
-
16 · Occupancy
total $33,602 · program services $11,425 · management and general $10,080 · fundraising $12,097
-
19 · Conferences, conventions and meetings
total $9,410 · program services $941 · management and general $4,705 · fundraising $3,764
-
20 · Interest
total $8,047 · program services $2,736 · management and general $2,414 · fundraising $2,897
-
22 · Depreciation, depletion and amortization
total $43,597 · program services $14,823 · management and general $13,079 · fundraising $15,695
-
23 · Insurance
total $16,353 · program services $5,560 · management and general $4,906 · fundraising $5,887
-
24a · Other expenses: PROGRAM EXPENSES
total $219,011 · program services $219,011
-
24b · Other expenses: SPECIAL EVENTS
total $38,302 · program services $13,023 · management and general $11,490 · fundraising $13,789
-
24c · Other expenses: DONOR DEVELOPMENT
total $14,543 · fundraising $14,543
-
24d · Other expenses: DUES AND SUBSCRIPTIONS
total $7,977 · program services $4,068 · management and general $718 · fundraising $3,191
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $1,428,088 · end of year $1,515,899
-
4 · Accounts receivable
end of year $6,060
-
10a · Land, buildings and equipment: cost or other basis
$743,326
-
10b · Land, buildings and equipment: accumulated depreciation
$305,082
-
10c · Land, buildings and equipment, net
beginning of year $411,335 · end of year $438,244
-
11 · Investments: publicly traded securities
beginning of year $45,370,333 · end of year $37,777,846
-
15 · Other assets
beginning of year $284,524 · end of year $312,188
-
17 · Accounts payable and accrued expenses
beginning of year $49,626 · end of year $83,587
-
18 · Grants payable
beginning of year $132,525 · end of year $25,888
-
25 · Other liabilities
beginning of year $2,247,141 · end of year $1,523,677
-
27 · Net assets without donor restrictions
beginning of year $2,254,182 · end of year $1,796,735
-
28 · Net assets with donor restrictions
beginning of year $42,810,806 · end of year $36,620,350
Mission and programs · 2022
Mission
UNITY FOUNDATION WILL STRENGTHEN LA PORTE COUNTY NOW AND FOREVER BY BUILDING PERMANENT ENDOWMENTS, PROVIDING LEADERSHIP, OFFERING PHILANTHROPIC VEHICLES FOR EVERYONE, AND BEING A CATALYST FOR SOCIAL AND ECONOMIC VITALITY.
-
ENDOWMENT BUILDING: ASSISTING AND ENCOURAGING ORGANIZATIONS TO BUILD ENDOWMENT FUNDS TO ENSURE A CONSTANT FUNDING STREAM FOREVER.
Expenses $813,954 · Revenue $162,759
-
GRANT MAKING: INVESTING GRANT FUNDS IN WORTHY NONPROFIT ORGANIZATIONS TO IMPROVE INDIVIDUAL AND COMMUNITY CONDITIONS, AND AWARDING SCHOLARSHIPS TO PROVIDE EDUCATIONAL AND VOCATIONAL OPPORTUNITIES TO AREA STUDENTS.
Expenses $1,805,668 · Grants $1,805,668 · Revenue $404,884
-
COMMUNITY BETTERMENT: PROVIDING LEADERSHIP AND TECHNICAL ASSISTANCE ON ISSUES FACING LA PORTE COUNTY.
Expenses $172,658 · Revenue $35,169
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Jon GilmoreJON GILMORE
CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
Edward VolkEDWARD VOLK
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
Dr Vidya KoraDR VIDYA KORA
SECRETARY
- Total calculated
- $0
- Hours/week
- 2
-
Marti SwansonMARTI SWANSON
TREASURER
- Total calculated
- $0
- Hours/week
- 2
-
Elizabeth BernelELIZABETH BERNEL
AT-LARGE
- Total calculated
- $0
- Hours/week
- 2
-
Michael BrennanMICHAEL BRENNAN
AT-LARGE
- Total calculated
- $0
- Hours/week
- 2
-
Paul ApplegatePAUL APPLEGATE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Diana Kabelin CorleyDIANA KABELIN CORLEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Angela Nelson DeuitchANGELA NELSON DEUITCH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Dr Barbara Eason-WatkinsDR BARBARA EASON-WATKINS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Laura FrancesconiLAURA FRANCESCONI
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
James KaminskiJAMES KAMINSKI
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Ronald RagainsRONALD RAGAINS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Scott RiceSCOTT RICE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Kim SauersKIM SAUERS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Maggi SpartzMAGGI SPARTZ
PRESIDENT
- Total calculated
- $130,383
- From this org
- $130,383
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
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
-
BUSINESS RETENTION
-
$97,334
EDUCATION
-
ARTS AND CULTURE
-
EDUCATIONAL
-
ANIMAL RELATED
-
YOUTH DEVELOPMENT
-
$36,601
RELIGIOUS
-
ARTS AND CULTURE
-
$30,400
HUMAN SERVICES
-
STEPPING STONE SHELTER FOR WOMEN
$27,717
FOOD ASST/OPERATIONS
The 10 largest by cash amount. The API serves every itemized grant.
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 2 October 2023
- IRS schema version
- 2022v5.0
- Source object
- 202322789349301507
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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