Civic Intelligence

United Way of Greater Lafayette

EIN 35-0891621 • 501(c)3 • Lafayette, IN

Profile

Mission- mobilizing our community to improve lives. Vision- united way will add value to the greater lafayette community by enabling people to help one another. It will provide leadership in defining community needs and in coordinating resources to address community issues. Our goal- every person succeeding in greater lafayette the united way of greater lafayette leads the community to empower every person to discover and pursue their path to success. We do this by aligning resources along the cradle to career continuum. We bring people, organizations and community resources together to deliver results in the areas of education, financial stability, and health. Through the cradle to career continuum, we want to ensure that quality pre-natal care is available to expecting mothers, that children receive quality early learning (including preschool and pre-k) opportunities and that they are prepared to start school. Once in school we want children to meet 3rd grade reading goals, make succ

1114 State StreetLafayette, IN 47905-1219

www.uwlafayette.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.31x

Higher debt load relative to assets than 63% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

73rd percentile

0.62x

Higher debt load relative to revenue than 73% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

52nd percentile

4.9%

Higher net margin than 52% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

39th percentile

$155,007

Higher top officer pay than 39% of similar nonprofits.

Top officer pay equals 2.6% of source-year revenue.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Asset Growth

52nd percentile

5.0%

Faster asset growth than 52% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

66th percentile

17%

Faster revenue growth than 66% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Assets

Up

$12,097,080

Up $579,162 (+5.0%) from 2023

Liabilities

Down

$3,741,859

Down $19,489 (-0.5%) from 2023

Net Assets

Up

$8,355,221

Up $598,651 (+7.7%) from 2023

Revenue

Up

$6,014,102

Up $860,051 (+17%) from 2023

Expenses

Down

$5,717,639

Down $4,585 (-0.1%) from 2023

Net Income

Up

$296,463

Up $864,636 (+152%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15M$10M$5.0M$0Assets 2013: $11,156,680Liabilities 2013: $4,058,904Net Assets 2013: $7,097,7762013Assets 2014: $11,398,237Liabilities 2014: $3,927,899Net Assets 2014: $7,470,3382014Assets 2015: $11,133,599Liabilities 2015: $3,921,125Net Assets 2015: $7,212,4742015Assets 2016: $11,114,875Liabilities 2016: $3,932,363Net Assets 2016: $7,182,5122016Assets 2017: $10,748,691Liabilities 2017: $3,970,759Net Assets 2017: $6,777,9322017Assets 2018: $10,208,295Liabilities 2018: $3,891,231Net Assets 2018: $6,317,0642018Assets 2019: $10,608,658Liabilities 2019: $4,002,201Net Assets 2019: $6,606,4572019Assets 2020: $10,984,926Liabilities 2020: $3,565,877Net Assets 2020: $7,419,0492020Assets 2021: $12,512,730Liabilities 2021: $3,730,825Net Assets 2021: $8,781,9052021Assets 2022: $11,576,736Liabilities 2022: $3,715,310Net Assets 2022: $7,861,4262022Assets 2023: $11,517,918Liabilities 2023: $3,761,348Net Assets 2023: $7,756,5702023Assets 2024: $12,097,080Liabilities 2024: $3,741,859Net Assets 2024: $8,355,2212024

Highlighted filing

2024

Assets$12,097,080
Liabilities$3,741,859
Net Assets$8,355,221

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$10M$5.0M$0-$5.0MRevenue 2013: $5,449,410Expenses 2013: $5,364,681Net Income 2013: $84,7292013Revenue 2014: $6,392,556Expenses 2014: $5,625,894Net Income 2014: $766,6622014Revenue 2015: $6,177,410Expenses 2015: $6,123,994Net Income 2015: $53,4162015Revenue 2016: $6,023,901Expenses 2016: $6,367,673Net Income 2016: -$343,7722016Revenue 2017: $5,502,635Expenses 2017: $6,338,966Net Income 2017: -$836,3312017Revenue 2018: $6,111,239Expenses 2018: $6,079,219Net Income 2018: $32,0202018Revenue 2019: $5,446,816Expenses 2019: $5,726,289Net Income 2019: -$279,4732019Revenue 2020: $7,231,509Expenses 2020: $6,871,109Net Income 2020: $360,4002020Revenue 2021: $7,982,899Expenses 2021: $6,833,183Net Income 2021: $1,149,7162021Revenue 2022: $5,787,428Expenses 2022: $5,595,062Net Income 2022: $192,3662022Revenue 2023: $5,154,051Expenses 2023: $5,722,224Net Income 2023: -$568,1732023Revenue 2024: $6,014,102Expenses 2024: $5,717,639Net Income 2024: $296,4632024

Highlighted filing

2024

Revenue$6,014,102
Expenses$5,717,639
Net Income$296,463

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jun 25, 2025
Return Version
2024v5.0
Gross Receipts
$6,787,593
Mission and Program Overview

Mission

The united way of greater lafayette is "mobilizing our community to improve lives." we do this by focusing on education, income, and health. We bring people, organizations and resources together to deliver results. You can give, advocate and volunteer with and through united way. We see education as the key to lifelong success. We bring people, organizations and resources together to deliver results in education. That is why we fund services that help children be prepared to succeed in school, collaborate with other education focused groups and work with individual families to support educational attainment. We bring people, organizations and resources together to deliver results in income. Meeting basic needs while teaching and foster long term financial stability is critical. That is why we have launched efforts that teach budgeting skills and encourage use of traditional financial services; while continuing to fund organizations that give assistance to those most in need. We bring p

Mission- mobilizing our community to improve lives. Vision- united way will add value to the greater lafayette community by enabling people to help one another. It will provide leadership in defining community needs and in coordinating resources to address community issues. Our goal- every person succeeding in greater lafayette the united way of greater lafayette leads the community to empower every person to discover and pursue their path to success. We do this by aligning resources along the cradle to career commitment. We bring people, organizations and community resources together to deliver results in the areas of education, financial stability, and health. Through the cradle to career commitment, we want to ensure that quality pre-natal care is available to expecting mothers, that children receive quality early learning (including preschool and pre-k) opportunities and that they are prepared to start school. Once in school we want children to meet 3rd grade reading goals, make su

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,127,966$3,376,577▲ $248,611
Pledges and Grants Receivable$2,774,539$3,270,715▲ $496,176
Savings and Temporary Cash Investments$1,898,934$1,575,910▼ $323,024
Cash and Non-Interest-Bearing Accounts$855,093$918,986▲ $63,893
Land, Buildings, and Equipment, Net$521,590$506,736▼ $14,854
Accounts Receivable$27,290$26,311▼ $979
Prepaid Expenses and Deferred Charges$22,358$23,179▲ $821
Total Assets$11,517,918$12,097,080▲ $579,162
Other Assets Total$2,290,148$2,398,666▲ $108,518
Liabilities
Grants Payable$3,592,355$3,562,056▼ $30,299
Accounts Payable and Accrued Expenses$163,892$176,108▲ $12,216
Deferred Revenue$5,101$3,695▼ $1,406
Total Liabilities$3,761,348$3,741,859▼ $19,489
Net Assets / Fund Balance
Net Assets With Donor Restrictions$5,402,370$5,928,320▲ $525,950
Net Assets Without Donor Restrictions$2,354,200$2,426,901▲ $72,701
Total Net Assets Fund Balance$7,756,570$8,355,221▲ $598,651
Total Liabilities and Net Assets / Fund Balance$11,517,918$12,097,080▲ $579,162

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$496,165$150,059$646,224
Equipment$10,571$221,151$231,722
Other Assets Org$998,393--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$19,464-▲ $1,333$-99$20,698
2023$17,862-▲ $1,693$-91$19,464
2022$20,361-▼ $2,403$-96$17,862
2021$18,663-▲ $1,698-$20,361
2020$16,734-▲ $2,024$-95$18,663
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
David BatheCEOFT$138,960$16,047$155,007
Jennifer MillionCOOFT$105,668$28,434$134,102

Board Members and Trustees

NameTitle
Tom MurtaughPresident
Abigail DienerDirector
Andrew BallDirector
Art VasquezDirector
Brent TalcottDirector
Corey BassettDirector
Doug AllisonDirector
Elizabeth SearleDirector
Evelyn RoyerDirector
Gary YoderDirector
Isaac RiveraDirector
Jacque ChosnekDirector
Jessica RebmannDirector
Joe HowarthDirector
Kara BishopDirector
Kari CrosierDirector
Kayla BretneyDirector
Kevin LetcherDirector
Larry BeddowDirector
Laura DowneyDirector
Leslie DenhamDirector
Michelle HunleyDirector
Roberto GallardoDirector
Scott WalkerDirector
Thomas SorsDirector
Laurie EarnstDirector Non
Aaron Baute1st Vice Pre
Heather FrancisImmediate Pa
James WhelanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$5,655,634
Program Service Revenue
$28,082
Investment Income
$324,332
Other Revenue
$6,054
All Other Contributions
$953,454
Change in Net Assets
$296,463

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded12$297,943Fair Market Value
Total Noncash Contributions12$297,943-

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,078,244
Revenue Not Reported on Financial Statements
$935,858
Revenue Not Reported on Form 990
$354,143
Other Revenue Adjustments
$912,362
Total Revenue per Audited Statements
$5,432,387
Total Revenue per Form 990
$6,014,102
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$4,099,573
Salaries, Compensation, and Employee Benefits$1,062,399
Other Expenses$555,667
Total Fundraising Expense$523,054
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$4,099,573--$4,099,573
Other Salaries and Wages$251,458$180,747$175,173$607,378
Current Officers, Directors, Trustees, and Key Employees$104,224$93,902$90,983$289,109
Occupancy$39,018$25,477$37,330$101,825
Payments to Affiliates$31,657$20,670$30,285$82,612
Other Employee Benefits$23,900$20,161$21,147$65,208
Payroll Taxes$24,784$19,542$18,924$63,250
All Other Expenses$51,660$203$121$51,984
Pension Plan Contributions$15,465$7,669$14,320$37,454
Office Expenses$4,018$4,093$19,181$27,292
Depreciation Depletion$10,322$6,737$9,875$26,934
Information Technology$8,926$5,828$9,851$24,605
Fees for Service Investment Mgmnt Fees-$23,496-$23,496
Other Expenses$59,568$30,356$21,531$21,531
Fees for Services Accounting$6,705$4,379$6,416$17,500
Insurance$3,309$2,437$3,074$8,820
Conferences and Meetings$1,205$2,983$1,096$5,284
Travel$108$708$486$1,302
Total Functional Expenses$4,735,900$458,685$523,054$5,717,639

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$5,717,639
Total Expenses per Audited Statements$4,833,736
Expenses per Audited Statements$4,777,232
Expenses Not Reported on Financial Statements$940,407
Other Expense Adjustments$916,911
Expenses Not Reported on Form 990$56,504
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Right Steps Child DevelopmentLafayette, IN3Allocations$500,000
Bauer Family ResourcesLafayette, IN3Allocations$347,000
Lthc Homeless ServicesLafayette, IN3Allocations$309,500
Willowstone Family Services IncLafayette, IN3Allocations$279,734
Lyn Treece Boys & Girls ClubLafayette, IN3Allocations$223,250
Mental Health AssociationLafayette, IN3Allocations$203,994
Wabash CenterLafayette, IN3Allocations$200,012
Tippecanoe Senior CenterLafayette, IN3Allocations$184,175
YwcaLafayette, IN3Allocations$151,938
Food Finders Food BankLafayette, IN3Allocations$134,088
Big Brothers Big SistersLafayette, IN3Allocations$90,630
Lafayette Family YmcaLafayette, IN3Allocations$75,757
American Red CrossLafayette, IN3Allocations$70,166
Riggs Community Health CenterLafayette, IN3Allocations$70,000
Lafayette Adult Resource AcademyLafayette, IN3Allocations$62,370
Boy Scouts of Sagamore CouncilKokomo, IN3Allocations$61,030
Montgomery Co Youth Service BureauCrawfordsville, IN3Allocations$57,000
Community Foundation of Greater LafLafayette, IN3Philanthropic$55,000
Montgomery Co Family Crisis ShelteCrawfordsville, IN3Allocations$55,000
Hanna Community CenterLafayette, IN3Allocations$54,125
Montgomery Co Boys & Girls ClubCrawfordsville, IN3Allocations$52,000
Legal Aid CorporationLafayette, IN3Allocations$49,317
Purdue FoundationWest Lafayette, IN3Philanthropic$41,000
Homestead CsLafayette, IN3Allocations$40,000
Girl Scouts of Sycamore CouncilLafayette, IN3Allocations$36,000
Salvation ArmyLafayette, IN3Allocations$31,497
Emergency Family ShelterLafayette, IN3Allocations$27,443
University of Cincinnati FoundationCincinatti, OH3Philanthropic$25,000
PAM'S PROMISECrawfordsville, IN3Allocations$21,500
Purdue Cdf Freedom School ProgrampWest Lafayette, IN3Sarah Price Fund$20,000
Transformed Birth ServicesWest Lafayette, IN3Sarah Price Fund$20,000
RILEY CHILDREN'S FOUNDATIONIndianapolis, IN3Out of County Design$19,960
Crawfordsville Adult Resource AcadeCrawfordsville, IN3Allocations$18,000
Willson Family LiteracyCrawfordsville, IN3Allocations$17,000
Nami West Central IndianaLafayette, IN3Allocations$15,000
New Beginnings Child CareCrawfordsville, IN3Allocations$15,000
Sunshine VansCrawfordsville, IN3Allocations$15,000
United Way of Greater LafayetteLafayette, IN3Philanthropic$14,000
Recovery CoalitionCrawfordsville, IN3Allocations$13,059
Howard Co Food Finders (sia)Lafayette, IN3Out of County Design$12,398
Heartford House Child Advocacy CentLafayette, IN3Allocations$10,061
Fish of Montgomery CoCrawfordsville, IN3Allocations$10,000
Lighthouse United Methodist ChurchBoca Grande, FL3Philanthropic$10,000
Through the GateCrawfordsville, IN3Allocations$10,000
Trinity Life MinistryLafayette, IN3Allocations$10,000
Belladonna Rescue & SanctuaryWest Lafayette, IN3Out of County Design$9,802
Jabiz Town & Finance ParkLafayette, IN3Allocations$8,910
Rainbow and RhymesCrawfordsville, IN3Allocations$7,500
White Co Food Finders Food BankLafayette, IN3Out of County Design$7,347
Montgomery Co Free ClinicCrawfordsville, IN3Allocations$6,500
Heartford HouseLafayette, IN3Out of County Design$5,924
Montgomery Co Community ChestCrawfordsville, IN3Allocations$5,500
United Way of White CountyMonticello, IN3Out of County Design$5,427
United Way for Clinton CountyFrankfort, IN3Out of County Design$5,314
Howard Co - Family Service AssociaKokomo, IN3Out of County Design$5,091
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$6,050
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

Return provided to board members for review and approval at board meeting.

Form 990, Page 6, Part VI, Line 12C

A code of ethics is reviewed and signed by all board members and employees annually. Self-monitoring throughout the year.

Form 990, Page 6, Part VI, Line 15A

Compensation is established by the executive committee of the board of directors and utilizes compensation surveys or studies to determine reasonable compensation. In addition approval is granted by the board and executive committee.

Form 990, Page 6, Part VI, Line 15B

SAME AS NOTED IN 15A.

Form 990, Page 6, Part VI, Line 19

AVAILABLE UPON REQUEST

Filing and Contact Details

Filer

Filer Name
United Way of Greater Lafayette
EIN
35-0891621
Phone
7657429077
Address
1114 STATE STREET, LAFAYETTE, IN 47905-1219

Signing Officer

Name
David Bathe
Title
CEO
Phone
7657429077
Signed
2025-06-25

Organization Details

Principal Officer
David Bathe
Formed
1956
Legal Domicile
In
Voting Board Members
28
Independent Board Members
28
Employees
38
Volunteers
800

Preparer

Firm
Huth Thompson Llp
Address
PO BOX 970, LAFAYETTE, IN 47902-0970
Preparer
Kimberley R Morisette
Phone
7654285000
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

Mission- mobilizing our community to improve lives. Vision- united way will add value to the greater lafayette community by enabling people to help one another. It will provide leadership in defining community needs and in coordinating resources to address community issues. Our goal- every person succeeding in greater lafayette the united way of greater lafayette leads the community to empower every person to discover and pursue their path to success. We do this by aligning resources along the cradle to career commitment. We bring people, organizations and community resources together to deliver results in the areas of education, financial stability, and health. Through the cradle to career commitment, we want to ensure that quality pre-natal care is available to expecting mothers, that children receive quality early learning (including preschool and pre-k) opportunities and that they are prepared to start school. Once in school we want children to meet 3rd grade reading goals, make successful transitions in middle school and graduate high school with the ultimate goal of being prepared for a career and financial stability. Being successful and financially stable will strengthen families and help improve the lives of the next generation of children. At the same time, we know that we can not improve the lives of children and ignore their parents and the day to day challenges that families face. For this reason, we continue to support basic services around food insecurity, shelter (homelessness and related issues), crisis (home fires, tornadoes, etc.) and health concerns including mental health and substance use disorder. Our goal is to provide help today that builds a brighter future for individuals and families in our community. Our work is accomplished through many partnerships and programs. In addition to the community partners that we fund, united way also delivers programs like kindergarten countdown camp which helps students enter kindergarten ready and read to succeed that connects 200 volunteers to our 20 elementary schools to focus on helping students achieve 3rd grade reading levels. In the area of financial stability, united way manages a volunteer income tax assistance program that helps low to moderate income individuals and families prepare their tax returns free of charge and ensure an accurate application of appropriate deductions. Additionally, united way of greater lafayette participates, facilitates and often leads community coalitions like healthy active tippecanoe and the mental healthcare forum. The goal of these coalitions is to find solutions to the community's greatest challenges through a collaboration of organizations. United way's role is to look across all sectors and providers to find community-wide solutions to some of our greatest social challenges. United way of greater lafayette's annual report and other significant data are available at www.uwlafayette.org.

Form 990, Page 2, Part III, Line 4D

SEE MISSION STATEMENT

Form 990, Part XI, Line 9

Out of county designations -329,736 designated pledges -582,626 out of county pledges 329,736 designated pledges6 582,626 book / tax depreciation difference 4,549 total 4,549

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

During 1983, 1984 and 1985, the organization received contributions for the establishment of the albert j bonner, jr community service award. As requested by the donor, the principal (4,250) of this restricted gift is permanently invested by the organization and the income is used for special projects as needed.

Schedule D, Page 3, Part X

Income taxes--the organization is a not-for-profit organization exempt from federal income taxes under internal revenue code section 501(c)(3) and state income taxes under the indiana general not-for- profit act.accounting standards requires entities to disclose in their financial statements the nature of any uncertainties in their tax position. Tax years including 2021 and later are subject to examination by tax authorities. Areas that irs and state tax authorities consider when examining tax returns of a charity include, but may not be limited to, tax-exempt status and the existence and amount of unrelated business income. The organization does not believe that it has any uncertain tax positions with respect to these or other matters, and therefore, has not recorded any unrecognized tax benefits or liabilities. The organization is not aware of any circumstances or events that make it reasonably possible that tax benefits may increase or decrease within 12 months of the date of these financial statements.

Schedule D, Page 4, Part XI, Line 4B

Out of county designations 329,736 designated pledges 582,626

Schedule D, Page 4, Part XII, Line 4B

Out of county pledges 329,736 designated pledges6 582,626 book / tax depreciation difference 4,549

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IRS990/ActivityOrMissionDesc0MISSION- MOBILIZING OUR COMMUNITY TO IMPROVE LIVES. VISION- UNITED WAY WILL ADD VALUE TO THE GREATER LAFAYETTE COMMUNITY BY ENABLING PEOPLE TO HELP ONE ANOTHER. IT WILL PROVIDE LEADERSHIP IN DEFINING COMMUNITY NEEDS AND IN COORDINATING RESOURCES TO ADDRESS COMMUNITY ISSUES. OUR GOAL- EVERY PERSON SUCCEEDING IN GREATER LAFAYETTE THE UNITED WAY OF GREATER LAFAYETTE LEADS THE COMMUNITY TO EMPOWER EVERY PERSON TO DISCOVER AND PURSUE THEIR PATH TO SUCCESS. WE DO THIS BY ALIGNING RESOURCES ALONG THE CRADLE TO CAREER COMMITMENT. WE BRING PEOPLE, ORGANIZATIONS AND COMMUNITY RESOURCES TOGETHER TO DELIVER RESULTS IN THE AREAS OF EDUCATION, FINANCIAL STABILITY, AND HEALTH. THROUGH THE CRADLE TO CAREER COMMITMENT, WE WANT TO ENSURE THAT QUALITY PRE-NATAL CARE IS AVAILABLE TO EXPECTING MOTHERS, THAT CHILDREN RECEIVE QUALITY EARLY LEARNING (INCLUDING PRESCHOOL AND PRE-K) OPPORTUNITIES AND THAT THEY ARE PREPARED TO START SCHOOL. ONCE IN SCHOOL WE WANT CHILDREN TO MEET 3RD GRADE READING GOALS, MAKE SU
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