United Way of Greater Lafayette, Inc.
LIVE UNITED
United Way of Greater Lafayette, Inc.
EIN: 35-0891621
as of November 2024
as of November 11, 2024
Mission
United Way's mission is to Mobilize our Community to Improve Lives. United Way fights for the health education and financial stability of every person in every community. In Greater Lafayette, that means equipping people with the tools necessary to live their best life from Cradle to Career. We are more than fundraisers. We are hand-raisers. We raise our hands not only to lead the fight, but to reach out to people who need help and hope. We take on complex challenges; the ones difficult to talk about and bring people together to create lasting solutions. We win when we Live United®. By forging unlikely partnerships. By finding new solutions to old problems. By mobilizing the best resources, and by inspiring individuals to join the fight for a better community.
Ruling year
1957
CEO
Mr. David Bathe
Main address
1114 State Street
Lafayette, IN 47905 USA
EIN
35-0891621
Community and economic development
Voluntarism
Population served
Low-income people
Adults
Children and youth
NTEE code
Fund Raising and/or Fund Distribution (S12)
Human Service Organizations (P20)
IRS subsection
501(c)(3) Public Charity
IRS filing requirement
This organization is required to file an IRS Form 990 or 990-EZ.
Tax forms
Communication
Programs and results
Reports and documents
Download annual reportsWhat we aim to solve
United Way fights for the health education and financial stability of every person in every community. In Greater Lafayette, that means equipping people with the tools necessary to live their best life from Cradle to Career. We are more than fundraisers. We are hand-raisers. We raise our hands not only to lead the fight, but to reach out to people who need help and hope. We take on complex challenges; the ones difficult to talk about and bring people together to create lasting solutions. We win when we Live United®. By forging unlikely partnerships. By finding new solutions to old problems. By mobilizing the best resources, and by inspiring individuals to join the fight for a better community.
Our programs
What are the organization's current programs, how do they measure success, and who do the programs serve?
Cradle to Career Investments
United Way of Greater Lafayette’s Community Investments seek to align our resources with the strategic goals of the cradle to career commitment and basic foundational needs. A committee of dedicated community volunteers review and meet with funded partners to ensure that funds are being used appropriately. The committee uses the following guidelines approved and set forth by the Board of Directors. 1.) Strategic Alignment- Does the agency and programs align with the Cradle to Career commitment and basic foundational needs. 2.) Duplication of Services- Are the programs being offered duplicated in the community? 3.) Collaboration- Does the agency collaborate with other entities in the community? 4.) Measurable Outcomes- Does the programs provide measurable outcome data? 5.) Financial Condition and Board Governance- Does the agency have sound financials and appropriate board oversight?
Read to Succeed
Read to Succeed is a third grade reading initiative that provides over 600 volunteers in all 20 public Elementary School K-4 classrooms (82% of classrooms) in Tippecanoe County to provide literacy support to children to help them read at grade level. We know that on grade level reading is an indicator of academic success (Studies show that 90% of students reading on grade level graduate from High School). This program was created by Community Commitment to Education (CCTE), which is a community collaboration primarily between United Way of Greater Lafayette, Greater Lafayette Commerce, Lafayette School Corporation, Tippecanoe School Corporations and West Lafayette Community School Corporation. Having a Read to Succeed volunteer in the classroom has shown to increase student attendance and decrease the number of office referrals. School Superintendents have told us that they see significant value in having an additional caring adult in the lives of the students they service. Teacher’s feel supported by their community and volunteers gain perspective and become advocates for our students, teachers and schools.
Kindergarten Countdown Camp
Kindergarten Countdown Camp is a 3-4 week free summer program that introduces rising Kindergarten students to Kindergarten. This program allows students that have little to no preschool experience and/or low literacy assessments scores to have a boost to social, emotional and academic skills before entering Kindergarten in the fall. We have partnerships with Lafayette School Corporation and Tippecanoe School Corporation. We have 11 Camp Classrooms that are taught by licensed Kindergarten teachers and teacher’s aides from the school’s the children will attend in the fall. This program also utilizes 35 to 50 volunteers each summer to help manage learning stations and conduct beginning and ending program assessments.
United Way Volunteer Center
The United Way of Great Lafayette Volunteer Center (UWGL) works to create meaningful relationships between those interested in giving back to their community and non-profit organizations needing skilled volunteers. Its purpose is to bridge the gap between the volunteers looking to serve and the nonprofits who will benefit from their service. The UWGL Volunteer Center is dedicated to learning the passions of volunteers and the needs of the nonprofit community to make meaningful and impactful connections.
The Peer/Union Counseling Program
The Peer/Union Counseling Program teaches interested persons about the human service programs available in the community and how to use them. Participants learn how to listen & communicate with others, evaluate problems and make referrals to community agencies where assistance is available.
Volunteer Income Tax Assistance
United Way’s Volunteer Income Tax Assistance program (VITA) allows working families and individuals prepare their tax returns at no cost, either through free self-prep services or at in-person appointments with IRS-certified volunteers. Households with an income of $73,000 or less can visit myfreetaxes.com to file their own taxes for free, or they can make an appointment to come to United Way and have their taxes filed with the help of a volunteer (some limitations apply). Appointment scheduling begins each year in January.
Each year, the program has grown to serve more and more members of our community. Since our program began in 2010, our volunteers have prepared more than 26,000 tax returns for 14,000 clients. Those clients have saved an estimated $3.2M in tax fees. Overall, our tax preparation program has brought more than $19M million in refunds back to Tippecanoe County.
Where we work
Affiliations & memberships
Charity Navigator 4-Star Charity 2018
Charity Navigator 4-Star Charity 2019
Charity Navigator 4-Star Charity 2020
Charity Navigator 4-Star Charity 2021
Videos
Our results
How does this organization measure their results? It's a hard question but an important one.
Total dollars received in contributions
This metric is no longer tracked.Totals By Year
Population(s) Served
Children and youth, Adults, Families, Veterans, People with disabilities
Related Program
Cradle to Career Investments
Type of Metric
Output - describing our activities and reach
Direction of Success
Holding steady
Context Notes
Our annual fundraising campaign consists of workplace (250+ businesses) and individual giving. (8000+ donors)
Number of tax returns completed by volunteers
This metric is no longer tracked.Totals By Year
Type of Metric
Output - describing our activities and reach
Direction of Success
Increasing
Context Notes
State & Federal Returns Filed
Dollars saved in tax preparation fees
This metric is no longer tracked.Totals By Year
Type of Metric
Output - describing our activities and reach
Direction of Success
Increasing
Goals & Strategy
Reports and documents
Download strategic planLearn about the organization's key goals, strategies, capabilities, and progress.
Charting impact
Four powerful questions that require reflection about what really matters - results.
What is the organization aiming to accomplish?
We are on a mission to empower individuals to find their personal path to success from Cradle to Career. At United Way we support filling immediate needs while working with community partners to create cycles of success. This means bridging the gap for generations to come.
What are the organization's key strategies for making this happen?
Our Cradle to Career Commitment is a community wide effort to meet people where they are at, and help them develop the necessary skills for a lifetime of good decision-making. It is a promise to invest in and partner with programs that align adequate resources to ensure that:
All babies are BORN HEALTHY and ready to learn.
Children are academically, socially and physically ready to ENTER KINDERGARTEN READY.
Children READ AT 3RD GRADE LEVEL by the end of 3rd grade and are prepared for school success.
Students successfully transition from elementary to middle school and from middle school to high school PERSEVERE IN MIDDLE SCHOOL. Students in Tippecanoe County will GRADUATE HIGH SCHOOL prepared to pursue a path towards success.
Individuals are CAREER READY & BEYOND by having the hard and soft skills to enter the workforce and be able to sustain gainful employment.
Individuals and Families can access assistance with food, shelter, safety, and health with a goal of moving toward self-sufficiency and have their BASIC NEEDS MET.
What are the organization's capabilities for doing this?
We are uniquely positioned to bring non-profits, government, businesses and individuals together to take on our community’s most complex challenges and create lasting solutions. We forge unlikely partnerships and reach out to all stakeholders. This includes subject matter professionals, program participants, and donors. Everyone has a seat at the table.
We have a group of dedicated volunteers who are willing to ensure that agencies are continuously improving and maximizing impact in our community. The Community Investment Committee carefully assess each United Way partnership to determine whether an agency has demonstrated alignment to the Cradle to Career Commitment and provides measurable program data. With these guidelines as the basis for funding decisions, we can ensure donors that their contributions are well-spent. Funding decisions are based on the following criteria: Strategic Alignment, Duplication of Services, Measurable Outcomes, Collaboration, and Financial Condition.
What have they accomplished so far and what's next?
How we listen
Seeking feedback from people served makes programs more responsive and effective. Here’s how this organization is listening.
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How is your organization using feedback from the people you serve?
To identify and remedy poor client service experiences, To identify bright spots and enhance positive service experiences, To make fundamental changes to our programs and/or operations, To inform the development of new programs/projects, To identify where we are less inclusive or equitable across demographic groups, To strengthen relationships with the people we serve, To understand people's needs and how we can help them achieve their goals
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Which of the following feedback practices does your organization routinely carry out?
We take steps to get feedback from marginalized or under-represented people, We aim to collect feedback from as many people we serve as possible, We look for patterns in feedback based on demographics (e.g., race, age, gender, etc.), We look for patterns in feedback based on people’s interactions with us (e.g., site, frequency of service, etc.), We engage the people who provide feedback in looking for ways we can improve in response, We act on the feedback we receive
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What challenges does the organization face when collecting feedback?
It is difficult to get the people we serve to respond to requests for feedback, It is difficult to get honest feedback from the people we serve, It is difficult to identify actionable feedback
Financials
Financial documents
Download audited financialsRevenue vs. expenses: breakdown
Liquidity in 2023 info
1.57
Months of cash in 2023 info
5.8
Fringe rate in 2023 info
19%
Funding sources info
Assets & liabilities info
Financial data
United Way of Greater Lafayette, Inc.
Revenue & expensesFiscal Year: Jan 01 - Dec 31
United Way of Greater Lafayette, Inc.
Balance sheetFiscal Year: Jan 01 - Dec 31
The balance sheet gives a snapshot of the financial health of an organization at a particular point in time. An organization's total assets should generally exceed its total liabilities, or it cannot survive long, but the types of assets and liabilities must also be considered. For instance, an organization's current assets (cash, receivables, securities, etc.) should be sufficient to cover its current liabilities (payables, deferred revenue, current year loan, and note payments). Otherwise, the organization may face solvency problems. On the other hand, an organization whose cash and equivalents greatly exceed its current liabilities might not be putting its money to best use.
Fiscal Year: Jan 01 - Dec 31
This snapshot of United Way of Greater Lafayette, Inc.’s financial trends applies Nonprofit Finance Fund® analysis to data hosted by GuideStar. While it highlights the data that matter most, remember that context is key – numbers only tell part of any story.
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Business model indicators
| Profitability info | 2019 | 2020 | 2021 | 2022 | 2023 |
|---|---|---|---|---|---|
| Unrestricted surplus (deficit) before depreciation | $685,669 | $583,262 | $421,398 | -$996,599 | $314,375 |
| As % of expenses | 12.1% | 8.5% | 6.2% | -17.9% | 5.5% |
| Unrestricted surplus (deficit) after depreciation | $641,997 | $535,198 | $383,240 | -$1,025,949 | $284,324 |
| As % of expenses | 11.2% | 7.8% | 5.6% | -18.3% | 5.0% |
| Revenue composition info | |||||
|---|---|---|---|---|---|
| Total revenue (unrestricted & restricted) | $5,446,816 | $7,231,509 | $7,982,899 | $5,787,428 | $5,154,051 |
| Total revenue, % change over prior year | -10.9% | 32.8% | 10.4% | -27.5% | -10.9% |
| Program services revenue | 0.3% | 0.1% | 0.1% | 0.6% | 0.4% |
| Membership dues | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% |
| Investment income | 2.7% | 1.6% | 2.4% | 2.7% | 4.1% |
| Government grants | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% |
| All other grants and contributions | 96.7% | 98.2% | 93.5% | 95.1% | 93.4% |
| Other revenue | 0.3% | 0.1% | 3.9% | 1.7% | 2.1% |
| Expense composition info | |||||
|---|---|---|---|---|---|
| Total expenses before depreciation | $5,682,617 | $6,823,045 | $6,795,025 | $5,565,712 | $5,692,173 |
| Total expenses, % change over prior year | -5.9% | 20.1% | -0.4% | -18.1% | 2.3% |
| Personnel | 15.6% | 12.7% | 13.7% | 17.7% | 18.4% |
| Professional fees | 0.5% | 0.5% | 0.8% | 0.6% | 0.7% |
| Occupancy | 0.9% | 1.4% | 1.1% | 1.5% | 2.1% |
| Interest | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% |
| Pass-through | 76.9% | 80.6% | 78.4% | 73.4% | 71.3% |
| All other expenses | 6.1% | 4.9% | 6.0% | 6.8% | 7.5% |
| Full cost components (estimated) info | 2019 | 2020 | 2021 | 2022 | 2023 |
|---|---|---|---|---|---|
| Total expenses (after depreciation) | $5,726,289 | $6,871,109 | $6,833,183 | $5,595,062 | $5,722,224 |
| One month of savings | $473,551 | $568,587 | $566,252 | $463,809 | $474,348 |
| Debt principal payment | $0 | $0 | $0 | $0 | $0 |
| Fixed asset additions | $0 | $0 | $0 | $0 | $0 |
| Total full costs (estimated) | $6,199,840 | $7,439,696 | $7,399,435 | $6,058,871 | $6,196,572 |
Capital structure indicators
| Liquidity info | 2019 | 2020 | 2021 | 2022 | 2023 |
|---|---|---|---|---|---|
| Months of cash | 4.8 | 4.5 | 4.8 | 5.6 | 5.8 |
| Months of cash and investments | 11.1 | 10.2 | 11.2 | 12.0 | 12.4 |
| Months of estimated liquid unrestricted net assets | 3.3 | 3.7 | 4.4 | 3.3 | 3.9 |
| Balance sheet composition info | 2019 | 2020 | 2021 | 2022 | 2023 |
|---|---|---|---|---|---|
| Cash | $2,257,765 | $2,537,459 | $2,745,607 | $2,610,224 | $2,754,027 |
| Investments | $2,999,430 | $3,289,120 | $3,614,675 | $2,933,270 | $3,127,966 |
| Receivables | $3,416,272 | $3,196,042 | $2,998,209 | $3,386,339 | $2,801,829 |
| Gross land, buildings, equipment (LBE) | $848,408 | $876,875 | $863,029 | $874,795 | $871,109 |
| Accumulated depreciation (as a % of LBE) | 27.3% | 30.1% | 32.4% | 36.1% | 40.1% |
| Liabilities (as a % of assets) | 37.7% | 32.5% | 29.8% | 32.1% | 32.7% |
| Unrestricted net assets | $2,177,387 | $2,712,585 | $3,095,825 | $2,069,876 | $2,354,200 |
| Temporarily restricted net assets | N/A | N/A | N/A | N/A | N/A |
| Permanently restricted net assets | N/A | N/A | N/A | N/A | N/A |
| Total restricted net assets | $4,429,070 | $4,706,464 | $5,686,080 | $5,791,550 | $5,402,370 |
| Total net assets | $6,606,457 | $7,419,049 | $8,781,905 | $7,861,426 | $7,756,570 |
Key data checks
| Key data checks info | 2019 | 2020 | 2021 | 2022 | 2023 |
|---|---|---|---|---|---|
| Material data errors | No | No | No | No | No |
Operations
The people, governance practices, and partners that make the organization tick.
Documents
CEO
Mr. David Bathe
Number of employees
Source: IRS Form 990
United Way of Greater Lafayette, Inc.
Officers, directors, trustees, and key employeesSOURCE: IRS Form 990
Compensation data
There are no highest paid employees recorded for this organization.
United Way of Greater Lafayette, Inc.
Board of directorsas of 06/30/2023
Board of directors data
Heather Francis
Claycritters
Term: 2022 - 2024
Board leadership practices
GuideStar worked with BoardSource, the national leader in nonprofit board leadership and governance, to create this section.
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Board orientation and education
Does the board conduct a formal orientation for new board members and require all board members to sign a written agreement regarding their roles, responsibilities, and expectations? Yes -
CEO oversight
Has the board conducted a formal, written assessment of the chief executive within the past year ? Yes -
Ethics and transparency
Have the board and senior staff reviewed the conflict-of-interest policy and completed and signed disclosure statements in the past year? Yes -
Board composition
Does the board ensure an inclusive board member recruitment process that results in diversity of thought and leadership? Yes -
Board performance
Has the board conducted a formal, written self-assessment of its performance within the past three years? No
Organizational demographics
Who works and leads organizations that serve our diverse communities? Candid partnered with CHANGE Philanthropy on this demographic section.
Leadership
The organization's leader identifies as:
Race & ethnicity
Gender identity
Transgender Identity
Sexual orientation
Disability
We do not display disability information for organizations with fewer than 15 staff.
Equity strategies
Last updated: 10/05/2021GuideStar partnered with Equity in the Center - an organization that works to shift mindsets, practices, and systems to increase racial equity - to create this section. Learn more
- We review compensation data across the organization (and by staff levels) to identify disparities by race.
- We ask team members to identify racial disparities in their programs and / or portfolios.
- We employ non-traditional ways of gathering feedback on programs and trainings, which may include interviews, roundtables, and external reviews with/by community stakeholders.
- We have long-term strategic plans and measurable goals for creating a culture such that one’s race identity has no influence on how they fare within the organization.
- We have a promotion process that anticipates and mitigates implicit and explicit biases about people of color serving in leadership positions.
- We seek individuals from various race backgrounds for board and executive director/CEO positions within our organization.
- We have community representation at the board level, either on the board itself or through a community advisory board.
- We engage everyone, from the board to staff levels of the organization, in race equity work and ensure that individuals understand their roles in creating culture such that one’s race identity has no influence on how they fare within the organization.
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