2024-10-02T09:40:10-05:00 2023-12-31 390758449 WIPFLI LLP 2501 W BELTLINE HWY STE 501 MADISON WI 53713 990 2023-01-01 351112290 NORTHWEST INDIANA COMMUNITY ACTION CORPORATION NORT 2197941829 5240 FOUNTAIN DRIVE CROWN POINT IN 46307 JENNIFER TROWBRIDGE PRESIDENT/CEO 2197941829 2024-09-14 1 1 QUINN DUGAN P02267768 6082741980 2024-09-14 2023 2024-10-15 13:58:12Z JENNIFER TROWBRIDGE 5240 FOUNTAIN DRIVE CROWN POINT IN 46307 38186318 0 X WWW.NWI-CA.ORG X 1965 IN PEOPLE EXPERIENCING FINANCIAL HARDSHIP FIND OPPORTUNITIES, RESOURCES, AND RESPECT AT NWICA. 19 19 265 140 0 0 36995649 30898148 4180811 7277946 0 10224 0 0 41176460 38186318 28587882 23052445 0 0 10015533 11247149 0 0 0 1909758 2511681 40513173 36811275 663287 1375043 11271587 13169290 4453594 4995554 6817993 8173736 X NWICA ENVISIONS THE PEOPLE OF NORTHWEST INDIANA FLOURISHING REGARDLESS OF INCOME, ABILITY, OR AGE. THUS, PEOPLE EXPERIENCING FINANCIAL HARDSHIP FIND OPPORTUNITIES, RESOURCES AND RESPECT AT NWICA. AT NWICA, WE ELIMINATE CAUSES OF POVERTY AND IMPROVE THE OVERALL QUALITY OF LIFE FOR PRIMARILY, BUT NOT EXCLUSIVELY, LOW INCOME, ELDERLY AND THE DISABLED THROUGH QUALITY SERVICE DELIVERY, RESEARCH, EDUCATION AND COMMUNITY COLLABORATION. 0 0 16077908 9705228 0 ENERGY SERVICESASSISTS LOW INCOME HOUSEHOLDS IN CITIES, SUBURBS AND RURAL COMMUNITIES WITH UTILITY BILLS. ENERGY ASSISTANCE AND WEATHERIZATION PROGRAMS WERE ABLE TO PROVIDE COMFORTABLE HOME ENVIRONMENTS FOR NEARLY 4,500 HOUSEHOLDS IN THE PAST YEAR. 10046863 6553209 170949 COMMUNITY SERVICESPROVIDES ASSISTANCE TO INCOME-ELIGIBLE PERSONS IN AMELIORATING THE CAUSES AND CONSEQUENCES OF POVERTY. PRIMARY AREAS OF SUPPORT INCLUDE SECTION 8 HOUSING, WOMEN, INFANTS, AND CHILDREN (WIC), ASSET BUILDING, PROVIDING INFORMATION AND ASSISTANCE, AND OTHER SERVICES TO THE RESIDENTS OF THE SIX-COUNTY AREA LOCATED IN NORTHWEST INDIANA. IN THE PAST YEAR, MORE THAN 54,700 INDIVIDUALS AND FAMILIES WERE SERVED BY COMMUNITY SERVICES PROGRAMS. 8510938 6794008 7106997 AGING SERVICESPROVIDES HELP TO OLDER AND DISABLED PERSONS TO SECURE AND MAINTAIN MAXIMUM INDEPENDENCE AND DIGNITY IN A HOME ENVIRONMENT, REMOVE BARRIERS TO INDEPENDENCE FOR OLDER PERSONS, PROVIDE INFORMATION AND ASSISTANCE, AND PROVIDE CONTINUING CARE FOR VULNERABLE ELDERLY AND DISABLED PERSONS. THE PROGRAM SPECIALIZES IN CASE MANAGEMENT, IN-HOME SERVICES, NUTRITION, INFORMATION AND REFERRAL SERVICES. INDIVIDUALS ARE HELPED TO STAY AT HOME BY FINDING AND ASSISTING THEM WITH ACCESS TO IN-HOME AND COMMUNITY SERVICES THAT ARE NECESSARY TO AVOID OR DELAY NURSING FACILITY PLACEMENT. IN THE PAST YEAR, MORE THAN 4,400 PERSONS WERE ASSISTED THROUGH THESE PROGRAMS. 34635709 1 1 0 0 0 0 0 0 0 0 1 0 0 1 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 389 0 265 1 0 0 0 0 0 0 0 0 0 0 0 0 X 19 19 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IN X X JONATHAN EDWARDS 2197941829 5240 FOUNTAIN DRIVE CROWN POINT IN 46307 MARIA BECERRA CHAIRPERSON 1.00 X X 0 0 0 JEANNE WEASE VICE-CHAIRPERSON 1.00 X X 0 0 0 DEBORAH KRISTOFF SECRETARY 1.00 X X 0 0 0 HARRY LANGBEHN TREASURER 1.00 X X 0 0 0 JULIE ANDERSON BOARD MEMBER 1.00 X 0 0 0 TIMOTHY BROWN BOARD MEMBER 1.00 X 0 0 0 MAGGIE CLIFTON BOARD MEMBER 1.00 X 0 0 0 HOWARD CONNER BOARD MEMBER 1.00 X 0 0 0 YOLANDA DAVIS BOARD MEMBER 1.00 X 0 0 0 TAMARA GINGERICH ADVISORY BOARD MEMBER 1.00 X 0 0 0 LOUIE GONZALEZ BOARD MEMBER 1.00 X 0 0 0 MARY IDSTEIN BOARD MEMBER 1.00 X 0 0 0 TIM KNAUFF BOARD MEMBER 1.00 X 0 0 0 ANDREW KYRES BOARD MEMBER 1.00 X 0 0 0 SHARRON LIGGONS BOARD MEMBER 1.00 X 0 0 0 NICHOLAS NEAL BOARD MEMBER 1.00 X 0 0 0 ANDREW PROULX-BUINICKI BOARD MEMBER 1.00 X 0 0 0 NINA ROBINSON BOARD MEMBER 1.00 X 0 0 0 PHYLLIS SCHROEDER BOARD MEMBER 1.00 X 0 0 0 JIM STARIN BOARD MEMBER 1.00 X 0 0 0 JENNIFER TROWBRIDGE PRESIDENT/CHIEF EXECUTIVE 40.00 X 165085 0 6287 JENNIFER MALONE CHIEF OPERATIONS OFFICER 40.00 X 115476 0 32856 JORDAN STANFILL SEE SCHEDULE O 40.00 40.00 X 47977 87629 6913 ROBYN FREEL FINANCE DIRECTOR (THRU 07/2023) 40.00 X 77212 0 14272 JONATHAN EDWARDS VP OF FINANCE (BEG. 10/2023) 40.00 X 28058 0 2919 433808 87629 63247 2 0 1 0 HELP AT HOME INC 1 N STATE ST SUITE 800 CHICAGO IL 60602 HOME HEALTH SERVICES 936436 MOM'S MEALS 3210 SE CORPORATE WOODS DRIVE ANKENY IA 50021 HOME HEALTH SERVICES 547995 TOTAL IN HOME SERVICES LLC 138 E US HIGHWAY 30 SCHERERVILLE IN 46375 HOME HEALTH SERVICES 310364 JASPER COUNTY COMMUNITY SERVICES 967 EAST LEOPOLD ST RENSSELAER IN 47978 HOME HEALTH SERVICES 241521 HOMEMAKER'S A SERVICE INC 2833 LINCOLN ST SUITE B HIGHLAND IN 46322 HOME HEALTH SERVICES 193555 18 30898148 30898148 COMMUNITY SERVICES 624200 7106997 7106997 CONTRACT REVENUE 624200 170949 170949 7277946 10224 10224 38186318 7277946 0 10224 23052445 23052445 493631 493631 7959853 7399801 560052 194586 185154 9432 1922881 1722206 200675 676198 592366 83832 40130 40130 398005 337987 60018 74052 74052 527997 277128 250869 244485 168920 75565 428935 170377 258558 98559 91447 7112 28583 15615 12968 17333 17333 85746 31771 53975 LEASES AND RENTALS 388543 371648 16895 DUES AND SUBSCRIPTIONS 88673 53506 35167 REPAIRS & MAINTENANCE 9279 8325 954 81361 65628 15733 36811275 34635709 2175566 0 3620565 3305980 3949 2060291 4666917 4447111 511472 743935 0 27871 300859 242399 50788 58460 502000 500000 1915896 2025642 11271587 13169290 2494782 2943540 42916 35965 1915896 2016049 4453594 4995554 X 6734903 8052187 83090 121549 6817993 8173736 11271587 13169290 1375043 -19300 0 X X 0 1 X 1 1 1 X 28477854 23693055 26170043 36995649 30898148 146234749 28477854 23693055 26170043 36995649 30898148 146234749 146234749 738 554 250 10224 11766 146246515 19656665 0.99990 0.99990 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 22500 22500 25000 25000 0 5175 5175 0 111244 77486 33758 136940 134738 2202 58460 RIGHT OF USE ASSETS - OPERATING 2025642 2025642 X PART X, LINE 2: NORTHWEST INDIANA COMMUNITY ACTION CORPORATION (NWICA) IS REQUIRED TO ASSESS WHETHER IT IS MORE LIKELY THAN NOT THAT A TAX POSITION WILL BE SUSTAINED UPON EXAMINATION ON THE TECHNICAL MERITS OF THE POSITION ASSUMING THE TAXING AUTHORITY HAS FULL KNOWLEDGE OF ALL INFORMATION. IF THE TAX POSITION DOES NOT MEET THE MORE LIKELY THAN NOT RECOGNITION THRESHOLD, THE BENEFIT OF THAT POSITION IS NOT RECOGNIZED IN THE FINANCIAL STATEMENTS. NWICA HAS DETERMINED THERE ARE NO AMOUNTS TO RECORD AS ASSETS OR LIABILITIES RELATED TO UNCERTAIN TAX POSITIONS. 1 ENERGY ASSISTANCE - UTILITY BILL AND WEATHERIZATION ASSISTANCE FOR LOW INCOME INDIVIDUALS 12493 9705228 AGING SERVICES - CASE MANAGEMENT, IN-HOME SERVICES, NUTRITION, INFORMATION AND REFERRAL SERVICES 4462 6794008 COMMUNITY SERVICES - HOUSING ASSISTANCE PAYMENTS, WOMEN, INFANTS AND CHILDREN (WIC) ASSISTANCE, ASSET BUILDING 54749 6553209 PART I, LINE 2: THE ORGANIZATION MONITORS THE USE OF GRANT FUNDS BY COMPLIANCE WITH FUNDING SOURCE REQUIREMENTS. X X 0 0 0 0 0 0 0 0 0 JENNIFER TROWBRIDGE PRESIDENT/CHIEF EXECUTIVE 165085 0 0 0 0 0 5985 0 302 0 171372 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE BOARD OF DIRECTORS PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS MONITORED THROUGH THE ORGANIZATION'S INTERNAL CONTROLS AND THE ONGOING MONITORING OF INTERNAL PROGRAM ACTIVITY. A DIRECTOR OF THE BOARD SHALL NOT PARTICIPATE IN ANY TRANSACTION WITH NORTHWEST INDIANA COMMUNITY ACTION CORPORATION IN WHICH THE BOARD MEMBER HAS A DIRECT OR INDIRECT INTEREST UNLESS THE MATERIAL FACTS OF THE TRANSACTION AND THE BOARD MEMBER'S INTEREST WAS PUBLICLY DISCLOSED OR KNOWN TO THE BOARD OF DIRECTORS AND THE TRANSACTION IS AUTHORIZED, APPROVED OR RATIFIED BY A MAJORITY OF THE DIRECTORS ON THE BOARD OF DIRECTORS WHO HAVE NO DIRECT OR INDIRECT INTEREST IN THE TRANSACTION. FORM 990, PART VI, SECTION B, LINE 15 NWICA PARCIPATES IN SALARY SURVEYS FOR AAA AGENCIES AND COMMUNITY ACTION AGENCIES AND NWICA PURCHASES AN ANNUAL SUBSCRIPON TO ECONOMIC RESEARCH INSTUTE (ERI) FOR ALL POSITONS WITHIN THE ORGANIZAON. THE AGENCY USES ERI DATA FOR EACH NEW POSION CREATED AND ENSURES THAT ALL EMPLOYEES ARE PAID AT A MINIMUM OF THE 25TH PERCENTILE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THERE WERE NO CHANGES MADE FROM PRIOR YEAR. FORM 990, PART VII, SECTION A, LINE 3: JORDAN STANFILL WAS THE CEO OF HOUSING OPPORTUNITIES UNTIL THE ACQUISITION ON 8/1/23. JORDAN THEN RECEIVED WAGES FROM NWICA FOR THE REMAINDER OF THE YEAR AS THE CHIEF HOUSING OFFICER. FLOURISH NWI LLC 5240 FOUNTAIN DRIVE CROWN POINT IN 46307 833481916 LENDING ACTIVITY IN 16000 680280 NORTHWEST INDIANA COMMUNITY ACTION CORPORATION HOUSING OPPORTUNITIES INC 2001 CALUMET VALPARAISO IN 46383 351965214 AFFORDABLE HOUSING IN 501(C)(3) LINE 7 NORTHWEST INDIANA COMMUNITY ACTION CORPORATION 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 HOUSING OPPORTUNITIES INC Q 613119 COST