Form 990 for tax year 2022

Totals

Total revenue

$4,995,630

Total expenses

$3,799,382

Contributions and grants received

$4,645,519

Grants paid

$474,400

Program service revenue

$65,152

Investment income

$252,726

Other revenue

$32,233

Total assets, end of year

$7,574,117

Total liabilities, end of year

$294,245

Net assets or fund balances, end of year

$7,279,872

Program services expenses (Part IX)

$2,755,008

Management and general expenses

$675,025

Fundraising expenses

$369,349

Program service expenses (Part III)

$2,755,008

Program services were 72.5% 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 · 2022

• LEVEL UP IS A MULTI-FACETED, MINDSET CHANGE PROGRAM THAT PROVIDES FINANCIAL MOBILITY FOR WORKING RESIDENTS STRUGGLING TO MAKE ENDS MEET. SUPPLIED IN A ONE-ON-ONE SETTING, THE STAFF HELPS STRENGTHEN CLIENTS' RESOLVE TO BUILD A BETTER FUTURE FOR THEMSELVES AND THEIR FAMILIES. LEVEL UP ASSISTS WITH SOCIO-EMOTIONAL, MENTAL, AND FINANCIAL BARRIERS BY GUIDING CLIENTS TO COMMUNITY SERVICES, SOFT SKILLS TRAINING, FINANCIAL EDUCATION, AND EMPLOYMENT CERTIFICATIONS AND CONNECTIONS. PROGRAM DURATION IS APPROXIMATELY 12 TO 18 MONTHS. RESIDENTS MEETING MINIMAL REQUIREMENTS CAN APPLY TO THE PROGRAM AT WWW.UNITEDWAYNWI.ORG/LEVEL-UP. RESOURCE ROUNDUP-WWW.RESOURCEROUNDUP.COM-IS AN ONLINE, PUBLIC SOCIAL SERVICES DIRECTORY FOR NORTHWEST INDIANA RESIDENTS WHO NEED TO ACCESS INITIAL INFORMATION ON A VARIETY OF SERVICES THAT CAN HELP THEM GET BACK ON THEIR FEET.THE COMMUNITY RESOURCE SERVICES PROGRAM OFFERS ADVISORS TO ASSIST RESIDENTS IN FINDING COMMUNITY RESOURCES MORE QUICKLY. ADVISORS ANSWER GENERAL INQUIRIES, ASSESS RESIDENTS' NEEDS, AND CONNECT CLIENTS TO LOCAL SERVICES. UNITED WAY AMERICORPS SENIORS/RSVP PROGRAM DEPLOYS 361 SENIOR (ADULTS 55 AND OLDER) VOLUNTEERS TO ASSIST NORTHWEST INDIANA NONPROFITS BY DELIVERING MEALS, HELPING AT FOOD PANTRIES, PROVIDING SENIOR AND FAMILY COMPANIONSHIP AT HOSPICE AND SENIOR CENTERS, TRANSPORTING SENIORS AND VETERANS TO MEDICAL APPOINTMENTS, AND MORE. THE PROGRAM SERVES LAKE, LAPORTE, PORTER, AND STARKE COUNTIES AND ENDED ON MARCH 31, 2024. COMMUNITY INVESTMENT AND BASIC NEEDS GRANT SERVICES PROVIDE FINANCIAL ASSISTANCE TO INDIVIDUALS IN CRISIS AND OPERATIONAL SUPPORT TO NONPROFITS WORKING IN EDUCATION, ECONOMIC STABILITY, AND HEALTH. FUND SUPPORT INCLUDES THE UNITED WAY EMERGENCY ASSISTANCE FUND, THE FEMA EMERGENCY FOOD & SHELTER GRANT PROGRAM, AND THE COVID-19 RELIEF FUND. PROGRAM IMPLEMENTATION IS IN PARTNERSHIP WITH APPROXIMATELY 35 AREA NONPROFITS. COMMUNITY ORGANIZATIONS ACTION IN DISASTER COALITION (COAD) CONNECTS RESIDENTS, BUSINESSES, AND GOVERNMENT AGENCIES TO NETWORK AND STAY INFORMED ABOUT DISASTER RELIEF SERVICES. UNITED WAY HELPS COORDINATE AND IMPLEMENT FEMA-SUPPORTED RECOVERY INITIATIVES AND EFFORTS IN NORTHWEST INDIANA.IRS VOLUNTEER INCOME TAX ASSISTANCE PROGRAM PROVIDES VOLUNTEER-LED (10 VOLUNTEERS), FREE TAX PREPARATION SERVICES FOR LOW- TO MODERATE-INCOME RESIDENTS. UNITED WAY READING BUDDIES IS A REGIONAL LITERACY PROGRAM WITH 10-15 VOLUNTEERS THAT PROVIDES ALMOST 4,000 NEW STUFFED ANIMAL READING BUDDIES TO OVER 160 FIRST-AND SECOND-GRADE CLASSROOMS IN 35 SCHOOLS IN LAKE, LAPORTE, AND PORTER COUNTIES.WOMEN UNITED AIMS TO SUPPORT WOMEN IN RECOVERY BY OFFERING LIFE SKILLS CLASSES AND SOCIAL EVENTS. MEMBERS COMMIT TO HOSTING CLASSES AND/OR DONATING FUNDS TO SUPPORT THE EFFORT. THE PROGRAM'S PRIMARY FUNDRAISER IS ITS ANNUAL BUNCO BASH EVENT. THE GROUP HAS APPROXIMATELY 20 MEMBERS.UNITED WAY REGIONAL VOLUNTEER CENTER MATCHES NORTHWEST INDIANA RESIDENTS WITH VOLUNTEER OPPORTUNITIES THROUGHOUT THE REGION. THE CENTER PREVIOUSLY COORDINATED THE DAY OF CARING, A REGION-WIDE, SINGLE-DAY VOLUNTEER EVENT. NORTHWEST INDIANA AMERICORPS HAS BEEN A UNITED WAY PROGRAM SINCE 2007 BUT ENDED IN AUGUST 2023. THE PROGRAM BUILDS CAPACITY FOR LOCAL NONPROFITS AND SCHOOL SYSTEMS THROUGH ADMINISTRATIVE AND DIRECT SERVICE SUPPORT. IT SERVES LAKE, PORTER, LAPORTE, AND MARSHALL COUNTIES.

  Expenses $2,755,008 · Grants $474,400 · Revenue $65,152

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

Listed in Part VII

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

• THE CARING PLACE INC

  $50,000

  SAFE EMERGENCY SHELTER SUPPORT AND TEEN DATING VIOLENCE PROGRAM

• VNA OF PORTER COUNTY

  $41,600

  HOME AND HOSPICE CARE, AND THE VNA PHOENIX CENTER

• HILLTOP NEIGHBORHOOD HOUSE

  $41,000

  SCHOLARSHIPS FOR WORKING FAMILIES CHILDCARE NEEDS, HEALTHY MEALS PROGRAM, AND KINDERGARTEN READINESS

• OPPORTUNITY ENTERPRISES

  $36,000

  EMPLOYMENT SERVICES, DAY SERVICES AND CURRICULUM BASED PROGRAMMING

• HOUSING OPPORTUNITIES

  $35,500

  WOMEN'S SHELTER AND THERAPY WORKS PROGRAM

• BOYS & GIRLS CLUBS OF NORTHWEST INDIANA

  $35,000

  MEMBERSHIP SUBSIDIES, FITNESS PROGRAM AND EDUCATION &CAREER DEVELOPMENT

• DUNELAND FAMILY YMCA

  $33,000

  YOUTH DEVELOPMENT PROGRAMS

• PORTER COUNTY AGING & COMMUNITY

  $30,000

  EMERGENCY ASSISTANCE PROGRAM

• PORTAGE TOWNSHIP YMCA

  $24,000

  ACTIVE LEARNING PRE-K ACADEMY

• MENTAL HEALTH AMERICA OF NORTHWEST INDIANA

  $15,000

  BRIDGING THE GAP AND OPEN DOOR SOCIAL CLUB

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

Provenance

Return type

form_990

Tax year

2022

Filed

15 May 2024

IRS schema version

2022v5.0

Source object

202401369349313550

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.