UNITED WAY OF WALWORTH COUNTY INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- UNITED WAY OF WALWORTH COUNTY INC (EIN 39-1471340)
- Tax period
- 2024-08-01 to 2025-07-31
- Filed
- 2026-06-17
- IRS object ID
- 202631689349301753
- Schema version
- 2024v5.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-06-17T15:24:06-05:00 | ReturnTs |
| Tax Period End | 2025-07-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 391971296 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHAMBERLAIN OTTE CPAS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 421 BROAD ST SUITE 100 | AddressLine1Txt |
| City | LAKE GENEVA | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53147 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-08-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391471340 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED WAY OF WALWORTH COUNTY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIT | BusinessNameControlTxt |
| Phone | 2623744474 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 202 | AddressLine1Txt |
| City | LAKE GENEVA | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53147 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KELLI SMITH | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2623744474 | PhoneNum |
| Signature | 2026-06-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JON S CHAMBERLAIN CPA | PreparerPersonNm |
| PTIN | P00192767 | PTIN |
| Phone | 2622491100 | PhoneNum |
| Preparation | 2026-06-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JACOB MCHUGH | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 202 | AddressLine1Txt |
| City | LAKE GENEVA | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53147 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,559,067 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | HTTPS://UNITEDWAYWALWORTH.ORG/ | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1984 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | COLLECT AND DISBURSE FUNDS TO VARIOUS NONPROFIT ORGANIZATOINS FOXUSING ON THE AREAS OF HEALTH, EDUCATION, ANDFINANCIAL STABILITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 20 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 20 | VotingMembersIndependentCnt |
| Total Employee | 1 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,518,384 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $0 | PYInvestmentIncomeAmt |
| CY Investment Income | $13,189 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $23,903 | CYOtherRevenueAmt |
| PY Total Revenue | $0 | PYTotalRevenueAmt |
| CY Total Revenue | $1,555,476 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $513,614 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $80,130 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $52,369 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $0 | PYOtherExpensesAmt |
| CY Other Expenses | $60,282 | CYOtherExpensesAmt |
| PY Total Expenses | $0 | PYTotalExpensesAmt |
| CY Total Expenses | $654,026 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $0 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $901,450 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $270,766 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,194,172 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,729 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $24,684 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $268,037 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,169,488 | NetAssetsOrFundBalancesEOYAmt |
| Mission | COLLECT AND DISBURSE FUNDS FOR THE UNITED WAY | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $545,679 | ExpenseAmt |
| Grant | $513,614 | GrantAmt |
| Desc | ALLOCATIONS AND GRANTS | Desc |
| Total Program Service Expenses | $545,679 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 1 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 1 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 20 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 20 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2623744474 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 202 | AddressLine1Txt |
| City | LAKE GENEVA | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53147 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| BRIAN HOLT | ||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| STACEY BUDILL | ||||||
| PRESIDENT | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MORGAN LANDI | ||||||
| PAST PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JACOB MCHUGH | ||||||
| TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| KYLE HUNDT | ||||||
| VICE PRESIDENT | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TABITHA SCHROCK | ||||||
| SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KJ JIMENEZ | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PATTIE WOODS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JACOB MICK | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KAREN SEMPF | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MEGAN QUIST | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PAM CARPER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SKIP MOSSHAMER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARISOL RIVERA | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JULIE STRASSER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| VAL DONNAN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SAM DREYER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARY DALY | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| AMY KILKENNY | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARCIA BLIMBERGS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $216,076 | FederatedCampaignsAmt |
| Government Grants | $269,112 | GovernmentGrantsAmt |
| All Other Contributions | $1,033,196 | AllOtherContributionsAmt |
| Total Contributions | $1,518,384 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,189 | TotalRevenueColumnAmt |
| Exclusion | $13,189 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $16,069 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $3,591 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,478 | TotalRevenueColumnAmt |
| Exclusion | $12,478 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| ERTC CREDIT | 900099 | $7,417 | $7,417 |
| MISC INCOME | 900099 | $4,008 | $4,008 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $11,425 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,555,476 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $11,425 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $25,667 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $513,614 | TotalAmt |
| Program Services | $513,614 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,333 | TotalAmt |
| Program Services | $19,033 | ProgramServicesAmt |
| Management And General | $22,000 | ManagementAndGeneralAmt |
| Fundraising | $32,300 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,000 | TotalAmt |
| Program Services | $250 | ProgramServicesAmt |
| Management And General | $300 | ManagementAndGeneralAmt |
| Fundraising | $450 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,797 | TotalAmt |
| Program Services | $1,449 | ProgramServicesAmt |
| Management And General | $1,739 | ManagementAndGeneralAmt |
| Fundraising | $2,609 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,097 | TotalAmt |
| Management And General | $18,097 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,047 | TotalAmt |
| Management And General | $1,259 | ManagementAndGeneralAmt |
| Fundraising | $5,788 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,332 | TotalAmt |
| Program Services | $1,333 | ProgramServicesAmt |
| Management And General | $1,600 | ManagementAndGeneralAmt |
| Fundraising | $2,399 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,475 | TotalAmt |
| Management And General | $2,475 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,705 | TotalAmt |
| Management And General | $3,705 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| IMPACT 211 | $10,000 | $10,000 | ||
| DUES | $7,751 | $7,751 | ||
| OFFICE | $4,803 | $4,803 | ||
| MEMEBERSHIPS AND NETWOR | $1,072 | $1,072 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $654,026 | TotalAmt |
| Program Services | $545,679 | ProgramServicesAmt |
| Management And General | $55,978 | ManagementAndGeneralAmt |
| Fundraising | $52,369 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $171,801 | BOYAmt |
| EOY | $18,233 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $98,965 | BOYAmt |
| EOY | $1,175,939 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $270,766 | BOYAmt |
| EOY | $1,194,172 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,729 | BOYAmt |
| EOY | $15,754 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $8,930 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,729 | BOYAmt |
| EOY | $24,684 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $268,037 | BOYAmt |
| EOY | $1,169,488 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $268,037 | BOYAmt |
| EOY | $1,169,488 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $270,766 | BOYAmt |
| EOY | $1,194,172 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $901,450 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $292,107 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $369,008 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $415,099 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $332,121 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,518,384 | CurrentTaxYearAmt |
| Total | $2,926,719 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $292,107 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $369,008 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $415,099 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $332,121 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,518,384 | CurrentTaxYearAmt |
| Total | $2,926,719 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $2,926,719 | PublicSupportTotal170Amt |
| Total Support | $2,926,719 | TotalSupportAmt |
| Public Support CY170 | 1.00000 | PublicSupportCY170Pct |
| Public Support PY170 | 1.00000 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $1,559,067 | TotalRevEtcAuditedFinclStmtAmt |
| Other Revenue | $3,591 | OtherRevenueAmt |
| Revenue Not Reported | $3,591 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,555,476 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,555,476 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $657,617 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $3,591 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $3,591 | ExpensesNotReportedAmt |
| Expenses Subtotal | $654,026 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $654,026 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE ORGANIZATION HAS ADOPTED ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, ASC 740-10 EFFECTIVE JANUARY 1, 2009. THE ORGANIZATION?S POLICY IS TO EVALUATE UNCERTAIN TAX POSITIONS, AT LEAST ANNUALLY, FOR THE POTENTIAL FOR INCOME TAX EXPOSURE FROM UNRELATED BUSINESS INCOME OR FROM LOSS OF NONPROFIT STATUS. THE ADOPTION OF ASC 740-10 DID NOT HAVE A MATERIAL EFFECT ON ITS FINANCIAL POSITION, RESULTS OF ACTIVITIES OR CASH FLOWS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES OTHER EXPENSES |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | 0 | AgrmtProfFundraisingActyInd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | SPRING EVENT | Event1Nm |
| Gross Receipts Event1 | $16,069 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $16,069 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $3,591 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $16,069 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $16,069 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $3,591 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $3,591 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $12,478 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (35 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| AGAPE HOUSE | |||||||
| PO BOX 68 | WALWORTH | WI | 53184 | 391954485 | $0 | $13,470 | SHELTER, COUNSELING, EDUCATION FOR CHILDREN |
| BIG BROTHERSBIG SISTERS | |||||||
| 1545 HOBBS DR | DELAVAN | WI | 53115 | 391132693 | $0 | $9,240 | ONE-TO-ONE MENTIORING RELATIONSHIPS |
| BOYS AND GIRLS CLUB OF WALWORTH COUNTY | |||||||
| 414 BELOIT ST | DELAVAN | WI | 53121 | 135562976 | $0 | $5,660 | ENABLE YOUNG PEOPLE TO REACH THEIR FULL POTENTIAL |
| COMMUNITY ACTION INC | |||||||
| 200 W MILWAUKEE ST | JANESVILLE | WI | 53548 | 391052077 | $0 | $20,650 | EMERGENCY HOUSING ASSISTANCE; ON-GOING COUNSELING AND ADVOCACY; HOMELESS SHELTER ASSISTANCE. |
| DEMENTIA FRIENDLY COMMUNITY INITIATIVE | |||||||
| 1527 MEADOW LANE | ELKHORN | WI | 53121 | 841733156 | $0 | $7,840 | COMPASSIONATE CARE AND SUPPORT FOR DEMENTIA PATIENTS |
| INSPIRATION MINISTRIES | |||||||
| N2270 STATE RD 67 | WALWORTH | WI | 53184 | 390960668 | $0 | $14,000 | CREATE A PLACE WHERE PEOPLE WITH DISABLITIES CAN GROW, WORK, AND MATURE IN THEIR FAITH |
| NEW BEGINNINGS APFV | |||||||
| 20 N CHURCH ST | ELKHORN | WI | 53121 | 391315379 | $0 | $26,700 | DOMESTIC ABUSE |
| OPEN ARMS FREE CLINIC | |||||||
| PO BOX 678 | ELKHORN | WI | 53121 | 454475625 | $0 | $25,640 | STRIVE TO BETTER UNDERSTAND AND SERVE THE HEALTH AND WELLNESS NEEDS OF THE UNINSURED, LOW INCOME AND UNDER-SERVED RESIDENTS OF WALWORTH COUNTY WITH COMPASSION AND UNDERSTANDING. |
| SIDE BY SIDE | |||||||
| 715 WISCONSIN ST | LAKE GENEVA | WI | 53147 | 205405562 | $0 | $6,300 | FINANCIAL CRISIS ASSISTANCE |
| SMILES | |||||||
| N2666 COUNTY RD K | DARIEN | WI | 53114 | 391508173 | $0 | $10,156 | HORSE RIDING THERAPY |
| TREE HOUSE CHILD AND FAMILY CENTER | |||||||
| W4063 HWY NN | ELKHORN | WI | 53121 | 260785791 | $0 | $19,592 | DEDICATED TO THE BELIEF THAT ALL CHILDREN ARE ENTITLED TO A LIFE FREE OF VIOLENCE, ABUSE AND NEGLECT |
| WALWORTH COUNTY LITERACY COUNCIL | |||||||
| 400 COUNTY RD H | ELKHORN | WI | 53121 | 870711812 | $0 | $20,790 | READING ASSISTANCE |
| SAFE FAMILIES FOR CHILDREN | |||||||
| N7176 LAKESHORE DR | ELKHORN | WI | 53121 | 472646525 | $0 | $18,180 | PROVIDE TEMPORARY HOUSING FOR CHILDREN AT RISK |
| GENEVA LAKES FAMILY YMCA | |||||||
| 203 S WELLS ST | LAKE GENEVA | WI | 53147 | 390816867 | $0 | $17,830 | YOUTH DEVELOPMENT, HEALTHY LIVING AND SOCIAL RESPONSIBILITY |
| HABITAT FOR HUMANITY | |||||||
| PO BOX 174 | LAKE GENEVA | WI | 53147 | 431805778 | $0 | $26,570 | BUILD HOMES FOR THOSE IN NEED |
| BETHEL HOUSE OF WHITEWATER INC | |||||||
| 133 S FRANKLIN ST | WHITEWATER | WI | 53190 | 391814447 | $0 | $21,700 | ECUMENICAL PROJECT FOR FAMILIES IN NEED |
| AMERICAN LEGION POST 327 | |||||||
| 487 W SOUTH ST | LAKE GENEVA | WI | 53147 | 993272602 | $0 | $8,430 | HONOR VETERANS |
| ARAM PUBLIC LIBRARY | |||||||
| 830 E GENEVA ST | DELAVAN | WI | 53115 | 391670761 | $0 | $14,830 | PUBLIC LIBRARY |
| BLOOM 360 | |||||||
| PO BOX 692 | MUKWONAGO | WI | 53149 | 475536116 | $0 | $8,700 | DEVELOPMENT FOR NEURODIVERGENT LEARNERS |
| CATHOLIC CHARITIES | |||||||
| 3501 S LAKE DRIVE | ST FRANCIS | WI | 53235 | 390806321 | $0 | $6,800 | ASSISTANCE FOR THE NEEDY |
| CIRCLE OF FRIENDS | |||||||
| PO BOX 74 | ELKHORN | WI | 53121 | 342021427 | $0 | $6,210 | THRIFT STORE |
| ELKHORN FOOD PANTRY | |||||||
| PO BOX 114 | ELKHORN | WI | 53121 | 391715868 | $0 | $27,660 | FOOD PANTRY |
| FRANK KRESEN POST 24 AMERICAN LEGION | |||||||
| 735 HENRY ST | LAKE GENEVA | WI | 53147 | 390407795 | $0 | $7,500 | SUPPORT AND HONOR VETERANS |
| GENEVA LAKE MUSEUM | |||||||
| 255 MILL ST | LAKE GENEVA | WI | 53147 | 391455568 | $0 | $6,080 | MUSEUM FOR THE HISTORIC GENEVA LAKE AREA |
| IMPACT INC | |||||||
| 6737 W WASHINGTON ST STE 2225 | MILWAUKEE | WI | 53214 | 390988784 | $0 | $8,500 | ASSISTANCE FOR THOSE IN TIME OF PERSONAL CRISIS |
| JOIN THE MOVEMENT | |||||||
| PO BOX 133 | ELKHORN | WI | 53121 | 824484779 | $0 | $8,930 | STOP HUMAN TRAFFICKING |
| LAKE GENEVA FOOD PANTRY | |||||||
| 715 WISCONSIN ST | LAKE GENEVA | WI | 53147 | 455520000 | $0 | $10,980 | FOOD PANTRY |
| MT ZION CHRISTIAN CHURCH | |||||||
| 2330 HWY 120 | LAKE GENEVA | WI | 53147 | 391555537 | $0 | $8,990 | CHRISTIAN MINISTRY |
| SPECIAL OLYMPICS | |||||||
| 653 JOSHUA LANE | LAKE GENEVA | WI | 53147 | 391176591 | $0 | $9,250 | OLYMPIC EVENTS FOR THE DISABLED |
| SPIRIT OF HOPE HOMELESS SHELTER | |||||||
| 213 S SECOND ST | DELAVAN | WI | 53115 | 261880272 | $0 | $13,110 | ASSITANCE FOR THE HOMELESS |
| GUEST HOUSE BY FRIENDS | |||||||
| 12 S WISCONSIN ST | ELKHORN | WI | 53121 | 333064606 | $0 | $14,140 | PROVIDING DIGNIFIED SHELTER AND COMMUNITY SUPPORT |
| TIME IS NOW TO HELP | |||||||
| PO BOX 114 | LAKE GENEVA | WI | 53147 | 363641124 | $0 | $9,200 | ASSISTANCE FOR THE NEEDY |
| TRINITY EVANGELICAL LUTHERAN CHURCH | |||||||
| W775 GERANIUM RD | GENOA CITY | WI | 53128 | 391464773 | $0 | $7,640 | CHRISTIAN MINISTRY |
| VIP SERVICES | |||||||
| 811 E GENEVA ST | ELKHORN | WI | 53121 | 391227648 | $0 | $11,430 | ASSISTANCE FOR THOSE WITH DISABILITIES |
| WALWORTH COUNTY READING PROJECT | |||||||
| 215 SKYLINE DR | LAKE GENEVA | WI | 53147 | 881566102 | $0 | $6,250 | LITERACY |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | APPLICATIONS ARE SUBMITTED BY ALL ORGANIZATIONS REQUESTING FUNDING. APPLICATIONS ARE REVIEWED AND APPROVED BY THE COMMUNITY IMPACT COMMITTEE. EACH YEAR APPROXIMATELY ONE-THIRD OF THE AGENCIES BEING FUNDED ARE INTERIVEWED BY THE COMMUNITY IMPACT COMMITTEE. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE BOARD REVIEWS AND APPROVES FORM 990 PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | CONFLICT OF INTEREST FORMS ARE REQUIRED TO BE SIGNED BY BOARD MEMBERS EVERY YEAR. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE EXECUTIVE COMMITTEE ESTABLISHES THE COMPENSATION OF THE EXECUTIVE DIRECTOR. THIS COMPENSATION IS THEN APPROVED BY THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS ARE PROVIDED UPON REQUEST |