2024-08-28T08:46:58-05:00 2023-12-31 390974031 WEGNER CPAS LLP 2921 LANDMARK PL STE 300 MADISON WI 537134236 990 2023-01-01 396006734 UNITED WAY BLACKHAWK REGION INC UNIT 6087573040 5110 S US HWY 51 JANESVILLE WI 53546 DENISE PETERS-KAUIHOU ACTING PRESIDENT & CEO 6087573040 2024-08-27 1 0 MIKE HABLEWITZ CPA P01259157 6082744020 2024-08-27 2023 2024-08-08 14:25:15Z X DENISE PETERS-KAUIHOU 5110 S US HWY 51 JANESVILLE WI 53546 2081145 0 X LIVEUNITEDBR.ORG X 1944 WI TO BE A COMMUNITY LEADER FOR IDENTIFYING HEALTH AND HUMAN SERVICES PROBLEMS AND FACILITATING PARTNERSHIPS TO ACHIEVE SUSTAINABLE SOLUTIONS. 21 21 5 818 0 0 1916966 2003591 0 0 69347 54857 16288 16509 2002601 2074957 1551948 1519268 0 0 388282 433610 0 0 273770 235737 275770 2175967 2228648 -173366 -153691 6380649 6540615 229301 90494 6151348 6450121 X IMPROVING LIVES BY MOBILIZING THE CARING POWER OF COMMUNITIES. 0 0 867284 761898 0 FINANCIAL STABILITY: UNITED WAY BLACKHAWK REGION, INC. (UWBR) IS FOCUSED ON ENSURING INDIVIDUALS AND FAMILIES HAVE THEIR BASIC NEEDS MET AND ACHIEVE AND SUSTAIN SELF-SUFFICIENCY. IN 2023, UWBR ALLOCATED $761,898 TO 13 ORGANIZATIONS WHICH CONNECT PEOPLE WITH CRITICAL RESOURCES FOR EMERGENCY OR BASIC NEEDS; ASSIST IN IDENTIFYING AND OVERCOMING OBSTACLES/BARRIERS TO SELF-SUFFICIENCY; INCREASE ACCESS TO SKILLS TRAINING, EDUCATION AND OTHER SUPPORT SYSTEMS THAT ENABLE PEOPLE TO ACHIEVE SELF-SUFFICIENCY. 625578 549994 0 EDUCATION: UWBR ENVISIONS A REGION WHERE ALL CHILDREN AND YOUTH WILL HAVE SUPPORTIVE LEARNING AND DEVELOPMENT OPPORTUNITIES TO GROW AND BECOME RESPONSIBLE ADULTS. IN 2023, UWBR ALLOCATED $549,994 TO 8 ORGANIZATIONS WHICH SUPPORT CHILDREN AND YOUTH THROUGH EARLY LEARNING AND CARE SERVICES; BEFORE AND AFTER SCHOOL PROGRAMS; CHARACTER AND LEADERSHIP DEVELOPMENT AND RECREATIONAL EXPERIENCES; EMPHASIZE ACADEMIC SUCCESS FOR CHILDREN OF ALL AGES; EXPAND OPPORTUNITIES FOR CHILDREN AND YOUTH TO BOND WITH PEERS, MENTORS, AND POSITIVE ROLE MODELS. 206868 181731 0 HEALTH: UWBR SUPPORTS PROGRAMS TO HELP RESIDENTS OF ROCK COUNTY, WI AND NORTHERN WINNEBAGO COUNTY, IL TO ENJOY HEALTHY LIVES. IN 2023, UWBR ALLOCATED $181,731 TO 4 ORGANIZATIONS WHICH INCREASE AWARENESS AND ACCESS TO HEALTHCARE RESOURCES AND PROMOTE HEALTHY LIVES THROUGH EDUCATION AND ACTIVITIES. 29192 25645 0 OTHER PROGRAMS: UWBR SERVES AS A CONVENER TO BRING TOGETHER THE COMMUNITY TO IDENTIFY UNDERLYING CAUSES OF PROBLEMS IN OUR COMMUNITY AND DEVELOP STRATEGIES AND PARTNERSHIPS TO ADDRESS THOSE ISSUES. AS SUCH, UWBR LEADS AND/OR SERVES ON APPROXIMATELY A DOZEN LOCAL TASK FORCES ALIGNED WITH HEALTH, EDUCATION, AND/OR FINANCIAL STABILITY. ANNUALLY, UWBR HOSTS ITS DAY OF CARING, A DAY OF SERVICE WHEREAS HUNDREDS OF VOLUNTEERS COMPLETE COMMUNITY SERVICE PROJECTS AT NONPROFIT AGENCIES ACROSS THE REGION. UWBR FUNDS 211, AN ANONYMOUS 24/7 HELPLINE THAT CONNECTS CALLERS WITH LOCAL PROGRAMS AND RESOURCES. IN PARTNERSHIP WITH UNITED WAY OF WISCONSIN AND UNITED WAYS ACROSS THE STATE, UWBR PUBLISHES THE ALICE REPORT - ALICE, AN ACRONYM FOR ASSET LIMITED, INCOME CONSTRAINED, EMPLOYED, IS A NEW WAY OF DEFINING AND UNDERSTANDING THE STRUGGLES OF HOUSEHOLDS THAT EARN ABOVE THE FEDERAL POVERTY LEVEL, BUT NOT ENOUGH TO AFFORD A BARE-BONES HOUSEHOLD BUDGET. UWBR IS THE FINANCIAL SPONSOR FOR DOLLY PARTON'S IMAGINATION LIBRARY IN THREE COMMUNITIES OF THE BLACKHAWK REGION. ENROLLED CHILDREN ARE GIFTED A FREE, AGE-APPROPRIATE BOOK IN THE MAIL EACH MONTH UNTIL THEIR 5TH BIRTHDAY. UWBR IS INSTALLING BORN LEARNING TRAILS ACROSS THE REGION. BORN LEARNING TRAILS ARE A SERIES OF 10 INTERACTIVE SIGNS THAT OFFER FUN, ACTIVE LEARNING ACTIVITIES FOR YOUNG CHILDREN AND THEIR FAMILIES. 29192 25645 0 1728922 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 9 4 1 5 1 0 0 0 0 0 0 0 0 0 0 0 0 X 21 21 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IL WI X X LAURA NILSON 6087573040 5110 S US HWY 51 JANESVILLE WI 53546 DEREK HAHN CHAIR 1.00 X X 0 0 0 DAN WILLIAMS VICE CHAIR 1.00 X X 0 0 0 BONNIE DOMINGO SECRETARY 1.00 X X 0 0 0 SCOTT FISCHER TREASURER 1.00 X X 0 0 0 GREG ARDREY DIRECTOR 0.50 X 0 0 0 KELLY BEDESSEM DIRECTOR 0.50 X 0 0 0 SCOTT BORDWELL DIRECTOR 0.50 X 0 0 0 MARK HOLZMAN DIRECTOR 0.50 X 0 0 0 KAYLA HILLER DIRECTOR 0.50 X 0 0 0 LESLIE HULICK DIRECTOR 0.50 X 0 0 0 BOB JONES DIRECTOR 0.50 X 0 0 0 TIM OSWALD DIRECTOR 0.50 X 0 0 0 PAT WEBERPAL DIRECTOR 0.50 X 0 0 0 TOM RAMSDEN DIRECTOR 0.50 X 0 0 0 CHRISTINE MOSS DIRECTOR 0.50 X 0 0 0 DR DENNIS PAULI DIRECTOR 0.50 X 0 0 0 KATRINA HARWOOD DIRECTOR 0.50 X 0 0 0 PATTY SCHUMACHER DIRECTOR 0.50 X 0 0 0 TOM MCCAWLEY DIRECTOR 0.50 X 0 0 0 DANNY SAWYER DIRECTOR 0.50 X 0 0 0 AIMEE THURNER DIRECTOR 0.50 X 0 0 0 MARY FANNING-PENNY PRESIDENT & CEO 40.00 X 122532 0 9215 LAURA NILSON FINANCE DIRECTOR 40.00 X 68833 0 15442 191365 0 24657 1 0 0 0 0 97502 4020 1902069 16890 2003591 51291 51291 6555 0 6555 6555 6555 9754 6188 3566 3566 3566 9954 9954 9954 2074957 0 0 71366 1519268 1519268 216022 44285 86841 84896 147602 79510 39235 28857 4111 1440 1409 1262 40879 17902 12547 10430 24996 8756 8566 7674 433 433 12200 12200 15318 15318 11638 705 1266 9667 54305 384 8 53913 26157 4901 8407 12849 23133 9262 7798 6073 28766 10046 9828 8892 1975 408 179 1388 40761 11125 805 28831 21329 7441 7318 6570 31420 11006 10768 9646 6565 2071 2026 2468 DUES AND SUBSCRIPTIONS 1573 302 1004 267 197 110 87 2228648 1728922 225956 273770 149523 2186308 1870031 790009 754931 7254 7972 982061 671573 346538 310488 2240624 2521965 53930 97025 755986 828680 6380649 6540615 12445 17492 15580 0 201276 73002 229301 90494 X 3977363 4181756 2173985 2268365 6151348 6450121 6380649 6540615 X -153691 330624 121840 X 0 1 X 1 0 X 2378537 2337555 2040128 1916966 2003591 10676777 2378537 2337555 2040128 1916966 2003591 10676777 228412 10448365 35056 78995 25846 26132 57846 223875 10900652 56664 0.95850 0.95920 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2294553 339755 15318 2618990 2688002 -378397 15052 2294553 2405105 298962 16065 2688002 2165027 253557 13479 2405105 1821987 355024 11984 2165027 0.73178 0.11015 0.15807 0 0 71700 71700 829398 619354 210044 57593 52219 5374 23370 23370 310488 BENEFICIAL INTEREST IN ASSETS HELD BY COMMUNITY FOUNDATION OF SOUTHERN WI 137382 BENEFICIAL INTEREST IN PERPETUAL TRUST 686098 CERTIFICATES OF DEPOSIT, UNEMPLOYMENT COMPENSATION BENEFITS 5200 828680 DUE TO DESIGNATED AGENCIES 73002 73002 2481856 330624 32842 43433 406899 2074957 0 2074957 2183083 32842 -63089 -30247 2213330 15318 15318 2228648 PART V, LINE 4: UNITED WAY BLACKHAWK REGION, INC.'S ENDOWMENT CONSISTS OF TWO INDIVIDUAL FUNDS ESTABLISHED FOR SUPPORTING OPERATIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN ASSETS HELD BY COMMUNITY FOUNDATION OF SOUTHERN WISCONSIN 15,851. CHANGE IN BENEFICIAL INTEREST IN PERPETUAL TRUST 92,813. INVESTMENT MANAGEMENT FEES REPORTED ON FORM 990, PART IX, LINE 11F -15,318. TO REMOVE DONOR DESIGNATIONS -49,913. PART XII, LINE 2D - OTHER ADJUSTMENTS: DONOR DESIGNATIONS -63,089. 1 AMERICAN NATIONAL RED CROSS 431 18TH ST NW WASHINGTON DC 20006 530196605 501(C)(3) 23100 0 GENERAL SUPPORT BELOIT MEALS ON WHEELS INC 424 COLLEGE ST BELOIT WI 535116310 391375390 501(C)(3) 80000 0 GENERAL SUPPORT BOYS & GIRLS CLUB OF JANESVILLE INC 200 W COURT ST JANESVILLE WI 535483886 391645796 501(C)(3) 118756 0 GENERAL SUPPORT CASA OF ROCK COUNTY INC 51 SOUTH MAIN ST JANESVILLE WI 53545 834132453 501(C)(3) 79994 0 GENERAL SUPPORT COMMUNITY ACTION INC OF ROCK AND WALWORTH COUNTIES 20 ECLIPSE CTR BELOIT WI 535113550 391052077 501(C)(3) 233250 0 GENERAL SUPPORT EDGERTON COMMUNITY OUTREACH INC 106 S MAIN ST EDGERTON WI 535342026 391618796 501(C)(3) 41250 0 GENERAL SUPPORT EVERYONE COOPERATING TO HELP OTHERS INC 65 S HIGH ST JANESVILLE WI 535483842 391222279 501(C)(3) 186500 0 GENERAL SUPPORT FAMILY PROMISE OF GREATER BELOIT INC PO BOX 1277 BELOIT WI 53512 392035122 501(C)(3) 17744 0 GENERAL SUPPORT FAMILY SERVICES OF SOUTHERN WISCONSIN AND NORTHERN ILLINOIS INC 416 COLLEGE ST BELOIT WI 535116310 390833966 501(C)(3) 51869 0 GENERAL SUPPORT HEALTHNET OF ROCK COUNTY INC 113 S FRANKLIN ST JANESVILLE WI 53548 391778804 501(C)(3) 108356 0 GENERAL SUPPORT JANESVILLE COMMUNITY DAY CARE CENTER INC 3103 RUGER AVE JANESVILLE WI 535461937 391101821 501(C)(3) 41506 0 GENERAL SUPPORT LUTHERAN SOCIAL SERVICES OF WISCONSIN AND UPPER MICHIGAN INC 6737 W WASHINGTON ST 2275 WEST ALLIS WI 53214 390816846 501(C)(3) 14006 0 GENERAL SUPPORT RETIRED SENIOR VOLUNTEER PROGRAM OF ROCK COUNTY INC 2433 S RIVERSIDE DR LOT 1 BELOIT WI 535112477 391587220 501(C)(3) 18756 0 GENERAL SUPPORT STATELINE BOYS & GIRLS CLUBS INC 202 MAPLE AVE BELOIT WI 53511 390974673 501(C)(3) 130006 0 GENERAL SUPPORT STATELINE FAMILY YMCA OF BELOIT INC 501 THIRD STREET BELOIT WI 53511 390806449 501(C)(3) 35994 0 GENERAL SUPPORT STATELINE LITERACY COUNCIL INC 605 ECLIPSE BLVD BELOIT WI 53511 391431930 501(C)(3) 37000 0 GENERAL SUPPORT UNITED WAY OF DANE COUNTY INC 2059 ATWOOD AVE MADISON WI 53704 390817532 501(C)(3) 25000 0 GENERAL SUPPORT YOUNG WOMEN'S CHRISTIAN ASSOCIATION OF ROCK COUNTY INC 1735 S WASHINGTON ST JANESVILLE WI 535466203 390808510 501(C)(3) 120629 0 GENERAL SUPPORT THE SALVATION ARMY 5550 PRAIRIE STONE PKWY HOFFMAN ESTATES IL 60192 362167910 501(C)(3) 84663 0 GENERAL SUPPORT THE DOLLYWOOD FOUNDATION 111 E MAIN ST 2ND FLOOR SEVIERVILLE TN 37862 621348105 501(C)(3) 67319 0 EARLY READING AGE 0-5 20 0 PART I, LINE 2: UNITED WAY BLACKHAWK REGION, INC.'S GRANT ALLOCATIONS ARE ORIGINALLY DETERMINED BASED ON THE SUCCESS OF THE CURRENT YEAR'S CAMPAIGN. AFTER AN OVERALL AMOUNT IS DETERMINED TO BE AVAILABLE FOR ALLOCATION, AGENCIES AND PROGRAMS MUST APPLY FOR FUNDS AND DEMONSTRATE FINANCIAL SOLVENCY, EVIDENCE OF NEED FOR THE PROGRAM IN THE COMMUNITY, CLIENT OUTCOMES, AND COMPLIANCE WITH NECESSARY REGULATIONS. VOLUNTEERS MAKE FINAL FUNDING DECISIONS AND STAFF MONITOR COMPLIANCE THROUGHOUT THE TERM OF THE GRANT. VOLUNTEERS MAKE FINAL FUNDING DECISIONS AND STAFF MONITOR COMPLIANCE THROUGHOUT THE TERMS OF THE GRANT. FORM 990, PART VI, SECTION B, LINE 11B THE PREPARED FORM 990 IS INITIALLY REVIEWED BY THE FINANCE DIRECTOR AND THE PRESIDENT/CEO. THE RETURN IS ALSO REVIEWED BY MEMBERS OF THE GOVERNING BODY BEFORE THE RETURN IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ALL DIRECTORS, OFFICERS AND COMMITTEE VOLUNTEERS ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST FORM ANNUALLY. THE PRESIDENT/CEO REVIEWS THESE COMPLETED FORMS AND KEEPS THEM ON FILE AT THE ORGANIZATION. DIRECTORS, OFFICERS, OR COMMITTEE MEMBERS SHALL ABSTAIN FROM VOTING ON AN ISSUE OF CONFLICT. DIRECTORS, OFFICERS, COMMITTEE MEMBERS, OR THEIR FAMILIES SHALL NOT BENEFIT UNFAIRLY IN ANY MANNER AS A RESULT OF BEING A DIRECTOR, OFFICER, OR COMMITTEE MEMBER. FORM 990, PART VI, SECTION B, LINE 15 THE PRESIDENT/CEO AND ANY OFFICERS OR KEY EMPLOYEES ARE COVERED UNDER UNITED WAY BLACKHAWK REGION, INC.'S EMPLOYEE POLICIES AND PROCEDURES. THE EXECUTIVE COMMITTEE OF THE GOVERNING BODY CONDUCTS AN ANNUAL REVIEW OF THE PRESIDENT/CEO AND REPORTS A COMPENSATION CHANGE RECOMMENDATION TO THE GOVERNING BODY FOR APPROVAL AS APPROPRIATE WITHIN THE APPROVED BUDGET. THE PRESIDENT/CEO EVALUATES AND DETERMINES COMPENSATION CHANGES FOR ALL OTHER EMPLOYEES. RESEARCH FROM UNITED WAY WORLDWIDE IS USED TO OBTAIN COMPARABLE COMPENSATION INFORMATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MADE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THE ANNUAL REPORT, FORM 990 AND AUDITED FINANCIAL STATEMENTS ARE POSTED ON THE ORGANIZATION'S WEBSITE. FORM 990, PART XI, LINE 9: CHANGE IN ASSETS HELD BY COMMUNITY FOUNDATION OF SOUTHERN WISCONSIN 15,851. CHANGE IN BENEFICIAL INTEREST IN PERPETUAL TRUST 92,813. TO REMOVE DONOR DESIGNATED FUNDS 13,176.