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Nonprofiteer
← UNITED WAY OF ST JOSEPH COUNTY INC

Form 990 for tax year 2024

Filed by UNITED WAY OF ST JOSEPH COUNTY INC.

Totals

Total revenue
$3,370,321
Total expenses
$2,661,057
Contributions and grants received
$2,993,645
Grants paid
$350,000
Program service revenue
$246,048
Investment income
$128,370
Other revenue
$2,258
Total assets, end of year
$12,655,090
Total liabilities, end of year
$815,401
Net assets or fund balances, end of year
$11,839,689
Program services expenses (Part IX)
$1,736,926
Management and general expenses
$427,916
Fundraising expenses
$496,215
Program service expenses (Part III)
$1,736,926

Program services were 65.3% 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

    $2,556

  • 1e · Government grants (contributions)

    $1,373,746

  • 1f · All other contributions, gifts and grants

    $1,617,343

  • 2a · Program service revenue: RENTALS TO NEIGHBORHOOD ORGAN

    total $246,048 · related or exempt $246,048

  • 3 · Investment income

    total $128,370 · excluded $128,370

  • 8a · Fundraising events: gross income

    $22,600

  • 8b · Fundraising events: direct expenses

    $20,342

  • 8c · Net income from fundraising events

    total $2,258

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $350,000 · program services $350,000

  • 5 · Compensation of officers, directors and key employees

    total $270,704 · program services $37,898 · management and general $127,231 · fundraising $105,575

  • 7 · Other salaries and wages

    total $604,065 · program services $286,940 · management and general $63,619 · fundraising $253,506

  • 8 · Pension plan contributions

    total $34,187 · program services $13,559 · management and general $4,290 · fundraising $16,338

  • 9 · Other employee benefits

    total $62,698 · program services $32,591 · management and general $1,784 · fundraising $28,323

  • 10 · Payroll taxes

    total $61,710 · program services $23,989 · management and general $14,771 · fundraising $22,950

  • 11c · Fees: accounting

    total $153,193 · management and general $153,193

  • 11g · Fees: other

    total $63,244 · program services $34,660 · management and general $8,904 · fundraising $19,680

  • 13 · Office expenses

    total $58,407 · program services $31,724 · management and general $5,198 · fundraising $21,485

  • 14 · Information technology

    total $4,770 · management and general $4,770

  • 16 · Occupancy

    total $244,513 · program services $210,118 · management and general $20,290 · fundraising $14,105

  • 17 · Travel

    total $1,190 · program services $675 · management and general $373 · fundraising $142

  • 19 · Conferences, conventions and meetings

    total $29,116 · program services $26,398 · management and general $1,167 · fundraising $1,551

  • 21 · Payments to affiliates

    total $25,408 · program services $12,704 · management and general $6,352 · fundraising $6,352

  • 22 · Depreciation, depletion and amortization

    total $240,383 · program services $236,367 · management and general $2,008 · fundraising $2,008

  • 24a · Other expenses: PROJECT EXPENSES

    total $410,265 · program services $410,265

  • 24b · Other expenses: EQUIPMENT EXPENSES

    total $24,222 · program services $14,641 · management and general $6,161 · fundraising $3,420

  • 24c · Other expenses: MISCELLANEOUS

    total $11,247 · program services $11,247

  • 24d · Other expenses: OTHER DUES, PERMITS, FEES

    total $4,782 · program services $2,931 · management and general $1,071 · fundraising $780

  • 24e · All other expenses

    total $6,953 · program services $219 · management and general $6,734

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $401,001 · end of year $282,515

  • 2 · Savings and temporary cash investments

    beginning of year $4,776,209 · end of year $1,371,023

  • 3 · Pledges and grants receivable

    beginning of year $324,277 · end of year $349,694

  • 9 · Prepaid expenses and deferred charges

    beginning of year $46,429 · end of year $24,183

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

    $11,523,315

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

    $1,526,735

  • 10c · Land, buildings and equipment, net

    beginning of year $8,252,377 · end of year $9,996,580

  • 15 · Other assets

    beginning of year $598,221 · end of year $631,095

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,256,055 · end of year $123,563

  • 18 · Grants payable

    beginning of year $116,776 · end of year $208,533

  • 19 · Deferred revenue

    beginning of year $1,421,601 · end of year $483,305

  • 27 · Net assets without donor restrictions

    beginning of year $10,556,880 · end of year $11,352,258

  • 28 · Net assets with donor restrictions

    beginning of year $1,047,202 · end of year $487,431

Mission and programs · 2024

Mission

UNITED WAY OF ST. JOSEPH COUNTYS MISSION IS TO MOBILIZE THE COMMUNITY TO COLLECTIVELY REDUCE POVERTY BY MOVING PEOPLE FROM A LIFE OF POVERTY TO POSSIBILITY. IN ORDER TO SURROUND THE COMMUNITYS MOST CRITICAL PROBLEM AND FIGHT IT, WE BRING NON-PROFITS TOGETHER. WE KNOW THAT CHANGE DOESNT HAPPEN ALONE SO WE CREATE CHANGE BY BRINGING THE RIGHT PEOPLE TO THE TABLE AND OFFERING A WHOLE-COMMUNITY SOLUTION. TOGETHER, WE ARE STRONGER.

  • UNITED WAY OF ST. JOSEPH COUNTY SUPPORTS VULNERABLE INDIVIDUALS AND FAMILIES THOUGH COMMUNITY IMPACT INITIATIVES AND STRATEGIC INVESTMENTS THAT STRENGTHEN HEALTH, EDUCATION, ECONOMIC MOBILITY, AND SAFETY NET SERVICES. IN PARTNERSHIP WITH MORE THAN 25 NONPROFIT ORGANIZATIONS, WE EXPAND ACCESS TO CRITICAL RESOURCES THAT ALLOW RESIDENTS TO LIVE SAFER, HEALTHIER, AND MORE STABLE LIVES. WE SECURE, LEVERAGE, AND DIRECT FUNDING TO MEET IMMEDIATE BASIC NEEDS AND PREVENT FAMILIES FROM FALLING INTO CRISIS, INCLUDING EARLY LEARNING SUPPORT, FOOD ACCESS, AND HOUSING AND UTILITY ASSISTANCE. A SIGNIFICANT FOCUS IS PLACED ON HOUSEHOLDS BELOW FINANCIAL STABILITY AND ALICE (ASSET LIMITED, INCOME CONTRAINED, EMPLOYED)INDIVIDUALS WHO ARE WORKING BUT CANNOT AFFORD BASIC NEEDS. THESE EFFORTS STRENGTHEN THE LOCAL SAFETY NET AND IMPROVE COORDINATION ACROSS THE COMMUNITY'S SUPPORT SYSTEM.

    Expenses $1,148,947 · Grants $350,000 · Revenue $246,048

  • COMMUNICATIONS IMPACT - OVERSEES THE DISTRIBUTION OF INFORMATION FOR NOT- FOR-PROFIT PARTNERS, DONORS, VOLUNTEERS, CORPORATE PARTNERS AND THE GENERAL PUBLIC. COMMUNICATIONS IMPACT ALSO OVERSEES ALL EVENT COORDINATION AND PLANNING, ENSURING COMMUNITY ENGAGEMENT AT EVERY LEVEL.

    Expenses $40,631

  • ONEROOF ST. JOE COUNTY - A SERIES OF FACILITIES DESIGNED TO HOUSE A MULTITUDE OF CRITICAL HUMAN SERVICES UNDER ONE ROOF WITHIN A NEIGHBORHOOD THAT IS HIGHLY SUSCEPTIBLE TO SOCIOECONOMIC CHALLENGES, THE CURRENT CENTERS ARE DESIGNED TO HOST MENTAL HEALTHCARE, CHILDCARE, FAMILY SERVICES, SENIOR SERVICES, WIC, AND PROGRAMS DESIGNED TO IMPROVE PARENT INTERACTION WITH CHILDREN IN A LEARNING SETTING. WE CUREENTLY HAVE ONE FULLY FUNCTIONING IN THE SOUTHEAST NEIGHBORHOOD AND OTHERS ARE STILL IN DEVELOPNMENT.

    Expenses $547,348

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • JAMES COX

    PRESIDENT/CE

    Total calculated
    $174,764
    From this org
    $169,674
    From related orgs
    $0
    Other
    $5,090
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $169,674
    Bonus
    not reported
    Other
    not reported
    Deferred
    $5,090
    Nontaxable benefits
    not reported
    Filer's total
    $174,764

  • MARK HERRIMAN

    PRESIDENT/CE

    Total calculated
    $98,375
    From this org
    $95,509
    From related orgs
    $0
    Other
    $2,866
    Hours/week
    40

  • MURRAY MILLER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MICHAEL BRANGLE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • RYAN BELL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • GWEN O'BRIEN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • KIM GEIGER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • CHRISTOPHER WINCHELL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JASON ZOOK

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JESSICA BROOKSHIRE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • BRANDON STEWART

    COMMUNITY IM

    Total calculated
    $0
    Hours/week
    2

  • KIMBERLY GREEN REEVES

    CHAIR

    Total calculated
    $0
    Hours/week
    2

  • KARI ALFORD

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    2

  • TARA ANTONUCCI

    GOVERNANCE

    Total calculated
    $0
    Hours/week
    2

  • TIM STOLT

    FINANCE/ADMI

    Total calculated
    $0
    Hours/week
    2

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

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

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

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

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • ONE ROOF ST JOSEPH COUNTY LLC

    PROPERTY · IN · assets $2,500

    Directly controlled by UNITED WAY

  • ONE ROOF ST JOE COUNTY SE LLC

    PROPERTY · IN · income $1,739,741 · assets $947,603

    Directly controlled by UNITED WAY

  • ONE ROOF ST JOE COUNTY MISHAWAKA

    PROPERTY · IN · assets $321,353

    Directly controlled by UNITED WAY

  • ONE ROOF ST JOE COUNTY NORTHWEST

    PROPERTY · IN · assets $22,597

    Directly controlled by UNITED WAY

Provenance

Return type
form_990
Tax year
2024
Filed
5 December 2025
IRS schema version
2024v5.0
Source object
202610609349300151

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