UNITED WAY OF NORTHWEST INDIANA INC

EIN: 356006484 501(c)(3) Philanthropy & Grantmaking

VALPARAISO, IN

Total Revenue
$4,995,630
Total Expenses
$3,799,382
Total Assets
$7,574,117
Net Assets
$7,279,872
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Financial Trends

Organization Details

Formation Year
1957
Legal Domicile
IN
Principal Officer
ADAM O'DOHERTY
Phone
2194643583
Tax Period
2022-07-01 to 2023-06-30

UNITED WAY OF NORTHWEST INDIANA INC, founded in 1957, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $5.0M in total revenue in fiscal year 2022. The organization ran a surplus of $1.2M, a strong 24% operating margin.

Mission

UNITED WAY OF NORTHWEST INDIANA, INC. LEADS, UNITES, AND INSPIRES OUR COMMUNITY TO IMPROVE LIVES.

Program Service Accomplishments

Program 1
Expenses: $2,755,008 Revenue: $65,152

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...

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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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $4,645,519
Program Service Revenue $65,152
Investment Income $252,726
Other Revenue $32,233
TOTAL REVENUE $4,995,630

Expense Breakdown

Grants Paid $474,400
Salaries & Benefits $1,829,056
Fundraising Expenses $369,349
Program Expenses $2,755,008
Other Expenses $1,495,926
TOTAL EXPENSES $3,799,382

Year-over-Year Comparison

2022 2021 Change
Revenue $4,995,630 $4,882,933 +0.0%
Expenses $3,799,382 $4,694,188 -0.2%
Net Income $1,196,248 $188,745 +5.3%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
26
Independent Members
26
Employees
54
Volunteers
406

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
5
$159,534
Total Directors
26
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
HEATHER ENNIS BOARD CHAIR 4.00
Officer Director
$0 $0 $0
ERICA MAAR SECRETARY 4.00
Officer Director
$0 $0 $0
KEN TURNER TREASURER 4.00
Officer Director
$0 $0 $0
MARISA SMOLJAN VICE CHAIR 4.00
Officer Director
$0 $0 $0
CRYSTAL CARTWRIGHT DIRECTOR 1.50
Director
$0 $0 $0
AARON MCDERMOTT DIRECTOR 1.50
Director
$0 $0 $0
MATT BURDEN DIRECTOR 1.50
Director
$0 $0 $0
AL SPAJER DIRECTOR 1.50
Director
$0 $0 $0
BRIENNE HOOKER DIRECTOR 1.50
Director
$0 $0 $0
SCOTT CASBON DIRECTOR 1.50
Director
$0 $0 $0
CHRIS WHITE DIRECTOR 1.50
Director
$0 $0 $0
DESILA ROSETTI DIRECTOR 1.50
Director
$0 $0 $0
JEFF STRACK DIRECTOR 1.50
Director
$0 $0 $0
JIM DYE DIRECTOR 1.50
Director
$0 $0 $0
MELISSA DEAVERS DIRECTOR 1.50
Director
$0 $0 $0
MEGAN RICHTER DIRECTOR 1.50
Director
$0 $0 $0
LYNDA FARRIS DIRECTOR 1.50
Director
$0 $0 $0
MATTHEW HOLOWELL DIRECTOR 1.50
Director
$0 $0 $0
MICHAEL JASAITIS DIRECTOR 1.50
Director
$0 $0 $0
MIKE SCHNEIDER DIRECTOR 1.50
Director
$0 $0 $0
CAROLYN WHITTIER DIRECTOR 1.50
Director
$0 $0 $0
PHIL TAILLON DIRECTOR 1.50
Director
$0 $0 $0
RAEANN TRAKAS DIRECTOR 1.50
Director
$0 $0 $0
RON DONAHUE DIRECTOR 1.50
Director
$0 $0 $0
MEREDITH MOHLKE DIRECTOR 1.50
Director
$0 $0 $0
SHERRI ZILLER DIRECTOR 1.50
Director
$0 $0 $0
ADAM ODOHERTY PRESIDENT 50.00
Officer
$156,676 $2,858 $159,534
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 No data No data No data No data
2024 No data No data No data No data
2023 $4,995,630 $3,799,382 $7,574,117 $1,196,248
2022 $4,882,933 $4,694,188 $6,427,716 $188,745
2021 $2,726,205 $2,439,304 $4,266,743 $286,901
2021 $2,667,641 $2,380,740 $4,266,743 $286,901
2020 $2,638,420 $2,020,885 $3,652,928 $617,535
2019 $1,730,811 $1,992,223 $2,853,349 $-261,412
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