UNITED WAY OF RACINE COUNTY INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- UNITED WAY OF RACINE COUNTY INC (EIN 39-0806349)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-09-12
- IRS object ID
- 202402569349301900
- Schema version
- 2023v5.1
- 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 | 2024-09-12T16:13:01-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390974031 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEGNER CPAS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2921 LANDMARK PL STE 300 | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 537134236 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 390806349 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED WAY OF RACINE COUNTY INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIT | BusinessNameControlTxt |
| Phone | 2628982240 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2000 DOMANIK DRIVE | AddressLine1Txt |
| City | RACINE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53404 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRIAN AGEN | PersonNm |
| Person Title | BOARD CHAIR | PersonTitleTxt |
| Phone | 2628982240 | PhoneNum |
| Signature | 2024-09-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MITCH DAVIS | PreparerPersonNm |
| PTIN | P01273382 | PTIN |
| Phone | 6082744020 | PhoneNum |
| Preparation | 2024-09-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | BRIAN AGEN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2000 DOMANIK DRIVE | AddressLine1Txt |
| City | RACINE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53404 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $8,603,900 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | UNITEDWAYRACINE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1923 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | MOBILIZING THE CARING POWER OF RACINE COUNTY TO IMPROVE LIVES AND TRANSFORM OUR COMMUNITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 28 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 27 | VotingMembersIndependentCnt |
| Total Employee | 21 | TotalEmployeeCnt |
| Total Volunteers | 602 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,934,551 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,761,274 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $37,211 | CYProgramServiceRevenueAmt |
| PY Investment Income | $253,251 | PYInvestmentIncomeAmt |
| CY Investment Income | $222,923 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $4,187,802 | PYTotalRevenueAmt |
| CY Total Revenue | $5,021,408 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,692,661 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,235,789 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,255,814 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,314,023 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $488,110 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $926,510 | PYOtherExpensesAmt |
| CY Other Expenses | $1,133,262 | CYOtherExpensesAmt |
| PY Total Expenses | $4,874,985 | PYTotalExpensesAmt |
| CY Total Expenses | $5,683,074 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$687,183 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$661,666 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $12,258,964 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,817,989 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,832,812 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,460,849 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $9,426,152 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $9,357,140 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | OUR MISSION IS MOBILIZING THE CARING POWER OF RACINE COUNTY TO IMPROVE LIVES AND TRANSFORM OUR COMMUNITY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,235,789 | ExpenseAmt |
| Grant | $3,235,789 | GrantAmt |
| Revenue | $37,211 | RevenueAmt |
| Desc | CAMPAIGN AND GRANTS: UNITED WAY OF RACINE COUNTY IS COMMITTED TO INVESTING FUNDS IN THE LOCAL COMMUNITY. UNITED WAY OF RACINE COUNTY STAFF AND INVESTMENT COMMITTEE VOLUNTEERS WORK HARD THROUGHOUT THE YEAR TO MAKE SURE THAT UNITED WAY OF RACINE COUNTY'S INVESTMENT STRATEGIES ARE FOCUSED IN THE AREAS OF EDUCATION, FINANCIAL STABILITY AND HEALTH - THE BUILDING BLOCKS OF A GOOD LIFE. WE FUND PROGRAMS THAT PREPARE CHILDREN AND YOUTH TO ACHIEVE THEIR POTENTIAL THROUGH EDUCATION; PREPARE INDIVIDUALS AND FAMILIES TO BECOME FINANCIALLY STABLE AND INDEPENDENT; AND HELP INDIVIDUALS ACHIEVE MAXIMUM PHYSICAL, EMOTIONAL, AND MENTAL HEALTH AND SAFETY OUTCOMES. THESE EFFORTS ALLOW RACINE COUNTY RESIDENTS TO GAIN KNOWLEDGE AND SKILLS THAT WILL EMPOWER THEM TO ACHIEVE THEIR FULL POTENTIAL. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $456,068 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | FULL SERVICE COMMUNITY SCHOOL: FSCS IS A NATIONAL PROGRAM TO PROVIDE SUPPORT TO IMPROVE EDUCATIONAL OUTCOMES FOR CHILDREN. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $343,352 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | COMMUNITY IMPACT: UNITED WAY TRANSFORMS THE COMMUNITY BY INITIATING AND FACILITATING SYSTEMS-WIDE PROJECTS AROUND EDUCATION, FINANCIAL STABILITY AND HEALTH, SUCH AS SCHOOLS OF HOPE, IMAGINATION LIBRARY, VITA AND LIFT. ADDITIONALLY, UNITED WAY IS WORKING TO INCREASE KNOWLEDGE OF THE IMPORTANCE OF EARLY CHILDHOOD LEARNING WITH A PUBLIC AWARENESS CAMPAIGN. UNITED WAY ENGAGES IN THE COMMUNITY IN A NUMBER OF WAYS. UNITED WAY IS SEEKING TO LEARN THE ASPIRATIONS, HOPES AND CONCERNS OF COMMUNITY MEMBERS THROUGH A SERIES OF TARGETED COMMUNITY CONVERSATIONS WITH DIVERSE SEGMENTS OF THE LOCAL COMMUNITY. ALSO, UNITED WAY STAYS ABREAST OF COMMUNITY ISSUES BY RESEARCHING AND PUBLISHING A BIENNIAL COMMUNITY INDICATORS REPORT THAT INCLUDES CURRENT DATA ON COMMUNITY CONDITIONS. THE REPORT IS SHARED BROADLY WITH UNITED WAYS STAKEHOLDERS AND THE COMMUNITY AT LARGE. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (4 entries)
| ExpenseExpenseAmt | DescDesc |
|---|---|
| $214,780 | LINK AND INSPIRE FOR TOMORROW: LIFT IS A PLACE-BASED STRATEGY THAT CREATES PARTNERSHIPS BETWEEN NEIGHBORHOODS AND RESOURCES. LIFT IS BASED ON THE COMMUNITY SCHOOL MODEL FOUND IN 5,000 COMMUNITIES ACROSS THE NATION, AND IT HAS AN INTEGRATED FOCUS ON ACADEMICS, HEALTH AND SOCIAL SERVICES, COMMUNITY ENGAGEMENT, AND DEVELOPMENT. |
| $155,693 | IMAGINATION LIBRARY: THIS IS A PROGRAM TO PROVIDE BOOKS TO CHILDREN FROM BIRTH TO AGE FIVE. |
| $74,078 | VOLUNTEER INCOME TAX ASSISTANCE: VITA IS A NATIONAL PROGRAM STAFFED BY LOCAL VOLUNTEERS TO PROVIDE FREE PREPARATION AND ELECTRONIC FILING OF TAX RETURNS. |
| $46,233 | SCHOOLS OF HOPE: THIS PROGRAM IS IN PARTNERSHIP WITH RACINE UNIFIED SCHOOL DISTRICT USING VOLUNTEER TUTORS TO ADDRESS EARLY GRADE READING PROFICIENCY. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $490,784 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $4,525,993 | 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 | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | 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 | 0 | 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 | 22 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 21 | 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| 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 | 28 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 27 | 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 |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALEXA HAIGH | PersonNm |
| Phone | 2628982240 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2000 DOMANIK DRIVE | AddressLine1Txt |
| City | RACINE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53404 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (34 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| ALEXA HAIGH | ||||||
| SECRETARY, PRESIDENT & CEO | 40.00 | Yes (X) | Yes (X) | $121,689 | $0 | $10,994 |
| BRIAN AGEN | ||||||
| CHAIR & VICE CHAIR - HUMAN RESOURCES | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| STEPHANIE SKLBA | ||||||
| CHAIR-ELECT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DAVE DURMENT | ||||||
| VICE CHAIR - COMMUNITY INVESTMENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MATT MONTEMURRO | ||||||
| VICE CHAIR - NOMINATING COMMITTEE | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| LINDA HOOVER | ||||||
| VICE CHAIR - FINANCE, TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| KEITH CRUISE | ||||||
| VICE CHAIR - AT-LARGE | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| CHRIS ANTONNEAU | ||||||
| VICE CHAIR - AT-LARGE | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ERIC GALLIEN | ||||||
| VICE CHAIR - AT-LARGE (THRU 6/2023) | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| RALPH MALICKI | ||||||
| CHAIR (THRU 6/2023) | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DARRYL BABU | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JONATHAN DELAGRAVE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| HECTOR DIAZ | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JASON GREENWOOD | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SCOTT HERRMANN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LISA JUST | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KIMBERLY KANE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TOM KING | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JIM LADWIG | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN MAHOME JR | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BECKY MCCLELLAND | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KRISTIN MCMANMON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LAURA MILLION | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KELLY MOULD | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PATRICIA PENMAN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JULIE PODOBA | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ERNEST NI'A | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CORY SEBASTIAN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ASHLEY STAECK | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| STACY TAPP | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| WILLIE JUDE II | ||||||
| DIRECTOR (THRU 12/2023) | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KRISTEN BEGLINGER | ||||||
| DIRECTOR (THRU 6/2023) | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MAURICE ROBINSON | ||||||
| DIRECTOR (THRU 7/2023) | 1.00 | Yes (X) | $0 | $0 | $0 | |
| NICHOLAS BORTH | ||||||
| DIRECTOR (THRU 12/2023) | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $121,689 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $10,994 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 775967 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606775967 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | ACCOUNTING SERVICES | ServicesDesc |
| Compensation | $101,634 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $1,442,368 | GovernmentGrantsAmt |
| All Other Contributions | $3,318,906 | AllOtherContributionsAmt |
| Total Contributions | $4,761,274 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADMINISTRATION FEES | Desc |
| Business | 561000 | BusinessCd |
| Total Revenue Column | $37,211 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $37,211 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $37,211 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $157,222 | TotalRevenueColumnAmt |
| Exclusion | $157,222 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,648,193 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,582,492 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $65,701 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $65,701 | TotalRevenueColumnAmt |
| Exclusion | $65,701 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,021,408 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $37,211 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $222,923 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,235,789 | TotalAmt |
| Program Services | $3,235,789 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $132,683 | TotalAmt |
| Program Services | $66,552 | ProgramServicesAmt |
| Management And General | $32,763 | ManagementAndGeneralAmt |
| Fundraising | $33,368 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $861,645 | TotalAmt |
| Program Services | $438,589 | ProgramServicesAmt |
| Management And General | $203,803 | ManagementAndGeneralAmt |
| Fundraising | $219,253 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $90,693 | TotalAmt |
| Program Services | $43,586 | ProgramServicesAmt |
| Management And General | $30,159 | ManagementAndGeneralAmt |
| Fundraising | $16,948 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $155,077 | TotalAmt |
| Program Services | $74,529 | ProgramServicesAmt |
| Management And General | $51,569 | ManagementAndGeneralAmt |
| Fundraising | $28,979 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,925 | TotalAmt |
| Program Services | $35,528 | ProgramServicesAmt |
| Management And General | $24,583 | ManagementAndGeneralAmt |
| Fundraising | $13,814 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,086 | TotalAmt |
| Management And General | $19,086 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,879 | TotalAmt |
| Management And General | $12,879 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $366,499 | TotalAmt |
| Program Services | $258,620 | ProgramServicesAmt |
| Management And General | $107,879 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $95,323 | TotalAmt |
| Program Services | $1,537 | ProgramServicesAmt |
| Management And General | $9,703 | ManagementAndGeneralAmt |
| Fundraising | $84,083 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $281,545 | TotalAmt |
| Program Services | $219,984 | ProgramServicesAmt |
| Management And General | $49,247 | ManagementAndGeneralAmt |
| Fundraising | $12,314 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,927 | TotalAmt |
| Program Services | $9,717 | ProgramServicesAmt |
| Management And General | $3,128 | ManagementAndGeneralAmt |
| Fundraising | $20,082 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $130,979 | TotalAmt |
| Program Services | $60,877 | ProgramServicesAmt |
| Management And General | $43,113 | ManagementAndGeneralAmt |
| Fundraising | $26,989 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,814 | TotalAmt |
| Program Services | $2,308 | ProgramServicesAmt |
| Management And General | $1,831 | ManagementAndGeneralAmt |
| Fundraising | $675 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,591 | TotalAmt |
| Program Services | $27,079 | ProgramServicesAmt |
| Management And General | $23,309 | ManagementAndGeneralAmt |
| Fundraising | $8,203 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $97,502 | TotalAmt |
| Program Services | $48,166 | ProgramServicesAmt |
| Management And General | $27,983 | ManagementAndGeneralAmt |
| Fundraising | $21,353 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,958 | TotalAmt |
| Management And General | $11,958 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,787 | TotalAmt |
| Program Services | $1,617 | ProgramServicesAmt |
| Management And General | $3,444 | ManagementAndGeneralAmt |
| Fundraising | $726 | FundraisingAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MEMBERSHIP DUES | Desc |
| Total | $15,372 | TotalAmt |
| Program Services | $1,515 | ProgramServicesAmt |
| Management And General | $12,534 | ManagementAndGeneralAmt |
| Fundraising | $1,323 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,683,074 | TotalAmt |
| Program Services | $4,525,993 | ProgramServicesAmt |
| Management And General | $668,971 | ManagementAndGeneralAmt |
| Fundraising | $488,110 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $150 | BOYAmt |
| EOY | $150 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,106,009 | BOYAmt |
| EOY | $3,248,160 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,051,384 | BOYAmt |
| EOY | $1,437,068 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $4,243 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,608 | BOYAmt |
| EOY | $45,860 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $285,755 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $272,052 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,661 | BOYAmt |
| EOY | $13,703 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,881,992 | BOYAmt |
| EOY | $5,191,783 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $88,967 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $150,160 | BOYAmt |
| EOY | $1,788,055 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,258,964 | BOYAmt |
| EOY | $11,817,989 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $136,751 | BOYAmt |
| EOY | $409,716 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $737,334 | BOYAmt |
| EOY | $696,090 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,000,000 | BOYAmt |
| EOY | $256,476 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $958,727 | BOYAmt |
| EOY | $1,098,567 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,832,812 | BOYAmt |
| EOY | $2,460,849 | 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 | $5,161,105 | BOYAmt |
| EOY | $5,210,458 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,265,047 | BOYAmt |
| EOY | $4,146,682 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,426,152 | BOYAmt |
| EOY | $9,357,140 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,258,964 | BOYAmt |
| EOY | $11,817,989 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$661,666 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $426,857 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $165,797 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
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 | $3,862,568 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,634,560 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,461,078 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,934,551 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,761,274 | CurrentTaxYearAmt |
| Total | $26,654,031 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,862,568 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,634,560 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,461,078 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,934,551 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,761,274 | CurrentTaxYearAmt |
| Total | $26,654,031 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $2,990,799 | SubstantialContributorsTotAmt |
| Public Support Total170 | $23,663,232 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $67,549 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $224,340 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $286,354 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $357,679 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $157,222 | CurrentTaxYearAmt |
| Total | $1,093,144 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $1,418 | CurrentTaxYearMinus3YearsAmt |
| Total | $1,418 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $27,748,593 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $37,211 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.85280 | PublicSupportCY170Pct |
| Public Support PY170 | 0.84880 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | MISCELLANEOUS INCOME - 2020 AMOUNT: $ 1,418. | ExplanationTxt |
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
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,592,441 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $182,167 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $16,370 | AdministrativeExpensesAmt |
| End Year Balance | $1,758,238 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,879,773 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$251,992 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $35,340 | OtherExpendituresAmt |
| End Year Balance | $1,592,441 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,651,381 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $231,891 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,499 | OtherExpendituresAmt |
| End Year Balance | $1,879,773 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,463,127 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $188,254 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,651,381 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,309,647 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $234,854 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $81,374 | OtherExpendituresAmt |
| End Year Balance | $1,463,127 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.25779 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.32238 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.41984 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $75,000 | OtherCostOrOtherBasisAmt |
| Depreciation | $75,000 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $210,755 | OtherCostOrOtherBasisAmt |
| Depreciation | $197,052 | DepreciationAmt |
| Book Value | $13,703 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $13,703 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| OPERATING LEASE RIGHT-OF-USE ASSETS | $29,817 |
| BENEFICIAL INTEREST IN ASSETS HELD BY RACINE COMMUNITY FOUNDATION | $1,758,238 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $1,788,055 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| AGENCY DESIGNATIONS PAYABLE | $468,750 |
| OPERATING LEASE LIABILITIES | $29,817 |
| AGENCY FUND LIABILITY | $600,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,098,567 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $5,601,183 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $426,857 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $152,918 | OtherRevenueAmt |
| Revenue Not Reported | $579,775 | RevenueNotReportedAmt |
| Revenue Subtotal | $5,021,408 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $5,021,408 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $5,670,195 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $5,670,195 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $12,879 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $12,879 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $5,683,074 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | UNITED WAY OF RACINE COUNTY, INC.'S ENDOWMENT CONSISTS OF SEVERAL INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF BENEFICIAL INTEREST IN ASSETS HELD BY RACINE COMMUNITY FOUNDATION 165,797. INVESTMENT MANAGEMENT FEES REPORTED ON FORM 990, PART IX, LINE 11F -12,879. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (30 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| ALLIANCE ON MENTAL ILLNESS OF RACINE COUNTY INC | ||||||||
| 2300 DEKOVEN AVE | RACINE | WI | 53403 | 391341452 | 501(C)(3) | $26,600 | $0 | ADVOCACY AND SUPPORT |
| BELEAF SURVIVORS INC | ||||||||
| 2000 DOMANIK DR | RACINE | WI | 53404 | 852092471 | 501(C)(3) | $133,130 | $0 | SEXUAL ASSAULT SERVICES, STOP CHILD ABUSE AND NEGLECT, WOMEN UNITED FUNDING ALLOCATIONS |
| BURLINGTON TRANSITIONAL LIVING CENTER INC | ||||||||
| 482 S LINE ST | BURLINGTON | WI | 53105 | 391760980 | 501(C)(3) | $30,100 | $0 | SHELTER FOR HOMELESS, ELECTRICAL WORK, WADEWITZ FUNDING |
| CATHERINE MARIAN HOUSING INC | ||||||||
| 806 WISCONSIN AVE | RACINE | WI | 53403 | 391657098 | 501(C)(3) | $22,000 | $0 | SHELTER FOR WOMEN (BETHANY APARTMENTS), WOMEN UNITED FUNDING ALLOCATIONS |
| CHILDREN'S SERVICE SOCIETY OF WISCONSIN | ||||||||
| PO BOX 1997 MS 4990 | MILWAUKEE | WI | 53201 | 390806380 | 501(C)(3) | $102,530 | $0 | CHILD AND FAMILY COUNSELING, SCHOOL BASED MENTAL HEALTH CLINIC |
| FOCUS ON COMMUNITY | ||||||||
| 1240 WASHINGTON AVE | RACINE | WI | 53403 | 391369356 | 501(C)(3) | $188,000 | $0 | FAST, SUBSTANCE ABUSE PREVENTION, OPPORTUNITIES CLUB, ADVANCING FAMILY ASSETS, WORKFORCE FUNDING GRANT |
| GIRL SCOUTS OF WISCONSIN SOUTHEAST | ||||||||
| 131 S 69TH ST | MILWAUKEE | WI | 53214 | 390892833 | 501(C)(3) | $26,600 | $0 | RACINE GIRL SCOUT LEADERSHIP EXPERIENCE |
| HOMELESS ASSISTANCE LEADERSHIP ORGANIZATION INC | ||||||||
| 2000 DEKOVEN AVE UNIT 1 | RACINE | WI | 53403 | 202041432 | 501(C)(3) | $141,900 | $0 | PROVIDE CARE FOR HOMELESS POPULATION |
| HEALTH CARE NETWORK | ||||||||
| 500 WISCONSIN AVE | RACINE | WI | 53403 | 421299913 | 501(C)(3) | $81,000 | $0 | HEALTHCARE SERVICES |
| HOSPITALITY CENTER | ||||||||
| 614 MAIN ST | RACINE | WI | 53403 | 844255704 | 501(C)(3) | $32,400 | $0 | COMMUNITY MEAL PROGRAM |
| HOUSING RESOURCES INC | ||||||||
| 500 WISCONSIN AVE STE 205 | RACINE | WI | 53403 | 391706658 | 501(C)(3) | $46,169 | $0 | FINANCIAL EMPOWERMENT CENTER AND LIFT, HOME BUYER EDUCATION AND COUNSELING |
| ST PATRICK PARISH | ||||||||
| 1100 ERIE ST | RACINE | WI | 53402 | 390829538 | 501(C)(3) | $25,000 | $0 | EARLY CHILDHOOD EDUCATION, MIDDLE AND HIGH SCHOOL PROGRAM |
| RACINE COUNTY PROJECT EMERGENCY | ||||||||
| 2000 DEKOVEN AVE UNIT 2 | RACINE | WI | 53403 | 391269080 | 501(C)(3) | $50,000 | $0 | FOOD FOR THOSE IN NEED |
| RACINE FAMILY YOUNG MEN'S CHRISTIAN ASSOCIATION | ||||||||
| 8501 CAMPUS DR | MT PLEASANT | WI | 53406 | 390807254 | 501(C)(3) | $66,038 | $0 | THE SCHOOL ACHIEVERS PROGRAM, FIRST CHOICE PRE-APPRENTICESHIP TRAINING |
| RACINE FRIENDSHIP CLUBHOUSE | ||||||||
| 2000 17TH ST | RACINE | WI | 53403 | 391705768 | 501(C)(3) | $20,500 | $0 | WORK ORDER DAY PROGRAM |
| RACINE LITERACY COUNCIL | ||||||||
| 734 LAKE AVE | RACINE | WI | 53403 | 510190214 | 501(C)(3) | $38,641 | $0 | FAMILY LITERACY PROGRAM |
| RACINE VOCATIONAL MINISTRY INC | ||||||||
| 214 SEVENTH ST | RACINE | WI | 53404 | 710894219 | 501(C)(3) | $60,250 | $0 | JOBS PROGRAM, WOMEN UNITED FUNDING ALLOCATIONS |
| SAFE HAVEN OF RACINE INC | ||||||||
| 1030 WASHINGTON AVE | RACINE | WI | 53403 | 391155004 | 501(C)(3) | $84,208 | $0 | GIRLS INC ELEMENTARY SCHOOL PROGRAMS, GIRLS INC MIDDLE SCHOOL PROGRAM, YOUTH SHELTER AND OUTREACH PROGRAMS, AFTER SCHOOL PROGRAMS, WOMEN UNITED FUNDING ALLOCATIONS, WORKFORCE FUNDING GRANT |
| THE ARC OF RACINE COUNTY | ||||||||
| 6216 WASHINGTON AVE | MT PLEASANT | WI | 53406 | 391232958 | 501(C)(3) | $17,208 | $0 | BUILDING SKILLS TOWARD INDEPENDENCE |
| THREE HARBORS BOYS SCOUTS OF AMERICA | ||||||||
| 330 SOUTH 84TH ST | MILWAUKEE | WI | 53214 | 453321626 | 501(C)(3) | $30,000 | $0 | SCOUTING EDUCATION |
| UNIVERSITY OF WISCONSIN-MADISON DIVISION OF EXTENSION | ||||||||
| 1072 MILWAUKEE AVE | BURLINGTON | WI | 53105 | 396006492 | STATE OF WI | $69,675 | $0 | EARLY LEARNING AND SCHOOL |
| WOMEN'S RESOURCE CENTER OF RACINE INC | ||||||||
| PO BOX 1764 | RACINE | WI | 53401 | 391356335 | 501(C)(3) | $35,100 | $0 | EMPOWERMENT PROGRAM, MOVING AHEAD PROGRAM, TRAINING AND TECHNOLOGY, WOMEN UNITED FUNDING ALLOCATIONS |
| YOUNG WOMEN'S CHRISTIAN ASSOCIATION SOUTHEAST WISCONSIN INC | ||||||||
| 1915 N DOCTOR MLK DR | MILWAUKEE | WI | 53212 | 390806258 | 501(C)(3) | $73,600 | $0 | ADULT EDUCATION AND GED PROGRAM |
| RACINE COUNTY | ||||||||
| 9531 RAYNE RD STE V | STURTEVANT | WI | 53177 | 396005734 | RACINE COUNTY | $64,776 | $0 | HELLO BABY RACINE COUNTY |
| RACINE ZOOLOGICAL SOCIETY | ||||||||
| 200 GOULD ST | RACINE | WI | 53402 | 396065035 | 501(C)(3) | $28,019 | $0 | ZOO AFTERSCHOOL PROGRAM, WOMEN UNITED FUNDING ALLOCATIONS |
| SOUTHEASTERN WISCONSIN YOUTH FOR CHRIST INC | ||||||||
| 3001 CARPENTER AVE | RACINE | WI | 53403 | 390977052 | 501(C)(3) | $10,000 | $0 | WORKFORCE FUNDING GRANT |
| BURLINGTON SENIOR CENTER | ||||||||
| 587 E STATE ST | BURLINGTON | WI | 53105 | 391932572 | 501(C)(3) | $9,560 | $0 | WORKFORCE FUNDING GRANT, SUPPER CLUB |
| LGBT CENTER OF SE WISCONSIN | ||||||||
| 1456 JUNCTION AVE | RACINE | WI | 53404 | 263743532 | 501(C)(3) | $10,000 | $0 | WORKFORCE FUNDING GRANT |
| EQUITY INNOVATION FUNDS - RACINE COMMUNITY FOUNDATION | ||||||||
| 1135 WARWICK WAY 200 | RACINE | WI | 53406 | 510188377 | 501(C)(3) | $743,524 | $0 | EIF FUNDING |
| RACINE UNIFIED SCHOOL DISTRICT | ||||||||
| 3109 MOUNT PLEASANT ST | RACINE | WI | 53404 | 396031430 | RACINE COUNTY | $65,092 | $0 | LITERACY CAMP, SCOTT GRANTS, YAR FUNDING |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 30 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | FOR THOSE DISTRIBUTIONS LABELED "DONOR DESIGNATED PLEDGES," NO MONITORING OF THE USE OF THESE FUNDS IS PERFORMED SINCE THE DOLLARS ARE SENT TO THE AGENCIES AT THE REQUEST OF THE DONOR AND, THEREFORE, ARE NOT DISTRIBUTED AT THE DISCRETION OF UNITED WAY OF RACINE COUNTY, INC. FOR ALL THE OTHER DISTRIBUTIONS, USE OF THE FUNDS IS CLOSELY MONITORED BY UNITED WAY OF RACINE COUNTY'S GRANT MANAGER. THE AGENCIES COMPLY WITH OUR "AGENCY OUTCOMES POLICY," THE IMPACT OF WHICH IS TO ENABLE UWRC TO MEASURE, IN A STANDARD FASHION, THE RESULTS OF THE PROGRAMS THAT IT FUNDS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE 990 WILL BE REVIEWED BY THE BOARD OF DIRECTORS AND APPROVED AT A BOARD MEETING. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL EMPLOYEES, DIRECTORS AND VOLUNTEERS MUST DISCLOSE ANY CONFLICTS OF INTEREST ANNUALLY OR AS THEY ARISE. ADDITIONALLY, A WRITTEN CONFLICT OF INTEREST STATEMENT IS REQUIRED TO BE SIGNED. ANY PERSON WITH A CONFLICT OF INTEREST IS RECUSED FROM DISCUSSION AND VOTING ON THE TOPIC TO WHICH THE CONFLICT RELATES. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE EXECUTIVE COMMITTEE REVIEWS THE PERFORMANCE OF THE PRESIDENT & CEO. THE SALARIES OF ALL STAFF, INCLUDING THE PRESIDENT ARE APPROVED BY THE BOARD OF DIRECTORS. ALL STAFF SALARY RANGES ARE DETERMINED USING UNITED WAY WORLDWIDE BENCHMARKS. |
| 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 XI, LINE 9: | CHANGE IN VALUE OF BENEFICIAL INTEREST IN ASSETS HELD BY RACINE COMMUNITY FOUNDATION 165,797. |