2023-04-21T10:26:05-05:00 2022-06-30 390758449 WIPFLI LLP 100 TRI-STATE INTERNATIONAL STE 300 LINCOLNSHIRE IL 60069 990 2021-07-01 362167843 UNITED WAY OF ROCK RIVER VALLEY UNIT 8159685400 612 N MAIN STREET SUITE 300 ROCKFORD IL 61103 JULIE BOSMA CEO 8159685400 2023-03-30 1 JULIE BOSMA 999009999 TIMOTHY GRIFFITH P00299751 8479410100 2023-03-30 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z JULIE BOSMA 612 N MAIN STREET SUITE 300 ROCKFORD IL 61103 4735712 0 X WWW.UNITEDWAYRRV.ORG X 1920 IL UNITING THE COLLECTIVE POWER OF OUR COMMUNITY TO IMPROVE LIVES. 17 17 22 210 0 0 3105617 2496959 0 0 364845 281933 79964 45845 3550426 2824737 1305473 568265 0 0 1188438 1034568 0 0 125866 868831 741240 3362742 2344073 187684 480664 8436174 7403125 698945 335228 7737229 7067897 X UNITED WAY LEADS AND UNITES THE ROCK RIVER VALLEY TO MEASURABLY IMPROVE LIVES. 0 0 939753 568266 UNITED WAY COMMUNITY SERVICES - UNITED WAY 2-1-1 IS A 24 HOUR/7-DAY, INFORMATION AND REFERRAL HOTLINE THAT CONNECTS THOSE IN NEED TO AVAILABLE RESOURCES IN THE COMMUNITY. IT IS DESIGNED TO CONNECT RESIDENTS TO COMMUNITY RESOURCES FOR THEIR MOST CRITICAL NEEDS, 211 HAS FIELDED ALMOST 5,000 CALLS THIS YEAR FROM RESIDENTS OF WINNEBAGO COUNTY. THIS LINE IS FREE, CONFIDENTIAL, AND OPEN 24/7 AND CALLERS CAN GAIN ACCESS TO RESOURCES FOR RENT AND UTILITY ASSISTANCE, CHILDCARE, CLOTHING FOOD, MENTAL HEALTH CARE, AND MORE.UNITED WAY CONTINUED TO SUPPORT COVID-19 RELIEF EFFORTS BY DISTRIBUTING $413,000 FOR COVID RELIEF IN THE ROCK RIVER VALLEY REGION. UNITED WAY ACCEPTED APPLICATIONS FROM NONPROFIT AGENCIES THAT DIRECTLY SERVE CLIENTS IMPACTED BY THE COVID-19 PANDEMIC OR SUFFERING FROM ITS ECONOMIC HARDSHIPS AND AFTER-EFFECTS. GRANTS WERE MADE TO AGENCIES TO SUPPORT THEIR ONGOING RELIEF EFFORTS. UNITED WAY'S STRONG NEIGHBORHOODS INITIATIVE SUPPORTS FAMILIES BY PROVIDING A SPACE TO BRING POLICE AND SOCIAL SERVICE AGENCIES TOGETHER TO UNDER-RESOURCED NEIGHBORHOODS. THREE STRONG NEIGHBORHOOD HOUSES ARE USED AS RESOURCE CENTERS WHERE NEIGHBORS CAN FIND A RELAXED, EASY WAY TO FORM A RELATIONSHIP WITH A COMMUNITY POLICE OFFICER OR A MEMBER OF THE SHERIFF'S DEPARTMENT. NONPROFIT AGENCIES CAN USE THE HOUSES TO OFFER SERVICES THAT ARE NOT EASILY ACCESSED IN THE NEIGHBORHOODS. EXAMPLES INCLUDE ESL CLASSES, EMPLOYMENT SUPPORT INCLUDING RESUME WRITING AND SOFT SKILLS TRAINING, FAMILY SUPPORT INCLUDING LOCATING SAFE, AFFORDABLE HOUSING, AND PARENTING CLASSES FOR FAMILIES WITH CHILDREN OF ALL AGES. 534138 THE UNITED WAY MOVE THE MIDDLE INITIATIVE IS AIMED AT MIDDLE SCHOOL SUCCESS, OUR MOVE THE MIDDLE INITIATIVE HAS REACHED 2,000 MIDDLE SCHOOL STUDENTS FROM LINCOLN AND RESA THIS YEAR, RESULTING IN 154 RESOURCE REFERRALS, AND PROVIDED STUDENTS WITH THE HELP THEY NEED TO GET BACK ON TRACK. WHEN MIDDLE SCHOOLERS STAY ON TRACK, THEY BECOME SUCCESSFUL HIGH SCHOOLERS AND EVENTUALLY EMPLOYED, CONTRIBUTING ADULTS. 284533 LITERACY PROJECT IN WINNEBAGO COUNTY, ONLY 33% OF OUR THIRD GRADERS CAN READ AT GRADE LEVEL OR ABOVE. UNITED WAY IS WORKING WITH TWENTY-FIVE LOCAL AGENCIES TO CHANGE THIS STAGGERING STATISTIC. WE ARE UTILIZING THE POWER OF COLLECTIVE IMPACT TO REMOVE BARRIERS TO LITERACY, THEREBY LIFTING OUR WHOLE COMMUNITY! A READING COMMUNITY DECREASES POVERTY, INCREASES A VIABLE WORKFORCE, REDUCES CRIME, AND BRINGS STRONG MENTAL HEALTH. UNITED WAY'S DOLLY PARTON IMAGINATION LIBRARY SUPPORTS LITERACY BY PROMOTING POSITIVE READING HABITS AS SOON AS BIRTH. THE IMAGINATION LIBRARY BRINGS AGE-APPROPRIATE BOOKS TO CHILDREN AGES 0 5 YEARS OLD WHEN THEIR FAMILIES REGISTER FOR THE PROGRAM. BOOKS ARE MAILED OUT EACH MONTH, DIRECTLY TO THE CHILD'S HOME AND CONTINUE UNTIL THE CHILD'S FIFTH BIRTHDAY. CHILDREN HAVE THE OPPORTUNITY TO BUILD A HOME LIBRARY OF 60 BOOKS. BOOKS IN THE HOME ARE PROVEN TO BE THE SINGLE BEST INDICATOR OF A CHILD'S SUCCESS IN SCHOOL. THE MORE BOOKS IN THE HOME, THE BETTER THE CHANCES OF THE CHILD MAXIMIZING ACADEMIC SUCCESS. 1758424 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 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 7 0 22 1 0 0 0 0 0 0 0 0 0 0 0 0 X 17 17 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IL X X X THERESA MERRIMAN 8159685400 612 N MAIN STREET SUITE 300 ROCKFORD IL 61103 JULIE O'ROURKE BOARD CHAIR 1.00 X X 0 0 0 MARK BALDWIN VICE CHAIR / SECRETARY 1.00 X X 0 0 0 TROY HAGGESTAD VICE CHAIR 1.00 X X 0 0 0 DALE DICKINSON TREASURER 1.00 X X 0 0 0 ALLI BERNARDI INSKO DIRECTOR 1.00 X 0 0 0 TAMARA BUTLER DIRECTOR 1.00 X 0 0 0 NANCY CHAMBERLAIN DIRECTOR 1.00 X 0 0 0 RICK CIGANEK DIRECTOR 1.00 X 0 0 0 ANNIE HOBSON DIRECTOR 1.00 X 0 0 0 TERRI KNIGHT DIRECTOR 1.00 X 0 0 0 KENT KOHLBACHER DIRECTOR 1.00 X 0 0 0 MICHAEL PATERSON DIRECTOR 1.00 X 0 0 0 CESAR SANCHEZ DIRECTOR 1.00 X 0 0 0 AMBER SANDERS CAMPAIGN CHAIR 1.00 X 0 0 0 CAROL SCHUSTER DIRECTOR 1.00 X 0 0 0 LINDA ZUBA DIRECTOR 1.00 X 0 0 0 EDWARD ZUROWSKI JR DIRECTOR 1.00 X 0 0 0 THERESA MERRIMAN CFO 40.00 X 85028 0 21689 JULIE BOSMA CEO 40.00 X 65115 0 3811 150143 0 25500 0 0 0 0 0 295352 2201607 2496959 115385 115385 2077523 1910975 166548 166548 166548 45845 45845 45845 2824737 45845 0 281933 568265 568265 266407 178460 70513 17434 581375 389450 153878 38047 20022 11857 7036 1129 49073 25970 21728 1375 117691 83009 27059 7623 41716 41716 31993 3333 21160 7500 13615 8843 3623 1149 61829 42459 13855 5515 18750 7746 6505 4499 39920 27413 8946 3561 2221 1643 200 378 11005 3003 7612 390 INITIATIVES AND EVENTS 247463 247448 15 CAMPAIGN EXPENSE 125562 103476 22086 EQUIPMENT REPAIR AND MA 70396 49074 15251 6071 BAD DEBT 39311 39311 37459 6975 21390 9094 2344073 1758424 459783 125866 X 378817 822378 980106 632153 662837 540298 47084 46123 145080 126035 19485 19045 6347845 5343128 8436174 7403125 182280 241462 287273 8303 229392 85463 698945 335228 X 4698872 4638109 3038357 2429788 7737229 7067897 8436174 7403125 480664 -1149996 0 X X 0 1 X 1 0 X 3960755 3788591 5012524 3055567 2496959 18314396 3960755 3788591 5012524 3055567 2496959 18314396 124504 18189892 62874 77028 90119 72604 115385 418010 18732406 308388 0.97100 0.97550 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2970678 -389405 144546 20314 2416413 2486813 643114 135242 24007 2970678 2507169 108142 110711 17787 2486813 2494655 126233 96088 17631 2507169 2353419 208109 50397 16476 2494655 0.00000 0.00000 1.00000 1 0 145080 126035 19045 19045 PAYABLE TO OTHER ORGANIZATIONS 85463 85463 X 1633025 -1149996 -1149996 2783021 41716 41716 2824737 2302357 0 2302357 41716 41716 2344073 PART X, LINE 2: THE ORGANIZATION WAS FORMED AS A TAX-EXEMPT ENTITY UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. MANAGEMENT BELIEVES THE ORGANIZATION CONTINUES TO QUALIFY AS A TAX-EXEMPT ENTITY. THE ORGANIZATION ACCOUNTS FOR INCOME TAXES IN ACCORDANCE WITH FINANCIAL ACCOUNTING STANDARD BOARD (FASB) ACCOUNTING STANDARDS CODIFICATION (ASC) TOPIC 740, ACCOUNTING FOR UNCERTAINTY INCOME TAXES. THE STANDARD PROVIDES DETAILED GUIDANCE FOR THE FINANCIAL STATEMENT RECOGNITION, MEASUREMENT AND DISCLOSURE OF UNCERTAIN TAX POSITIONS RECOGNIZED IN AN ENTERPRISE'S FINANCIAL STATEMENTS AND REQUIRES AN ENTITY TO RECOGNIZE THE FINANCIAL STATEMENT IMPACT OF A TAX POSITION WHEN IT IS MORE LIKELY THAN NOT THAT THE POSITION WILL BE SUSTAINED UPON EXAMINATION. MANAGEMENT DOES NOT BELIEVE ANY UNCERTAIN TAX POSITIONS EXIST AT JUNE 30, 2022. 1 BARBARA OLSON CENTER OF HOPE 3206 NORTH CENTRAL ROCKFORD IL 61103 362212474 501 (C) (3) 22912 0 PROGRAM SUPPORT / COVID RELIEF CHILDRENS ADVOCACY CENTER 826 NORTH MAIN STREET ROCKFORD IL 61103 364057184 501 (C) (3) 15000 0 PROGRAM SUPPORT / COVID RELIEF COURT APPPOINTED SPECIAL ADVOCATES (CASA)-17TH JUDICIAL COURT 211 S COURT 258 ROCKFORD IL 61101 363598643 501 (C) (3) 23750 0 PROGRAM SUPPORT / COVID RELIEF FAMILY PEACE CENTER 315 NORTH MAIN STREET ROCKFORD IL 61103 832206050 501 (C) (3) 22932 0 PROGRAM SUPPORT / COVID RELIEF KEN ROCK COMMUNITY CENTER 625 ADAMS STREET ROCKFORD IL 61107 362204841 501 (C) (3) 14838 0 PROGRAM SUPPORT / COVID RELIEF LIAM 124 NORTH WATER STREET SUITE 303 ROCKFORD IL 61107 844868502 501 (C) (3) 15000 0 PROGRAM SUPPORT / COVID RELIEF LIFESCAPE COMMUNITY SERVICES 705 KILBURN AVE ROCKFORD IL 61101 363303361 501 (C) (3) 23154 0 PROGRAM SUPPORT / COVID RELIEF NORTHERN ILLINOIS FOOD BANK 273 DEARBORN COURT GENEVA IL 60134 362588247 501 (C) (3) 15148 0 PROGRAM SUPPORT / COVID RELIEF NORTHWEST COMMUNITY CENTER 1325 NORTH JOHNSTON AVE ROCKFORD IL 61101 362588247 501 (C) (3) 22498 0 PROGRAM SUPPORT / COVID RELIEF NW HOME START 803 NORTH CHURCH STREET ROCKFORD IL 61103 364143938 501 (C) (3) 15000 0 PROGRAM SUPPORT / COVID RELIEF PATRIOTS GATEWAY COMMUNITY CENTER 615 SOUTH FIFTH STREET ROCKFORD IL 61104 364048431 501 (C) (3) 22500 0 PROGRAM SUPPORT / COVID RELIEF RAMP 202 MARKET STREET ROCKFORD IL 61107 363149827 501 (C) (3) 22648 0 PROGRAM SUPPORT / COVID RELIEF ROCK HOUSE KIDS 1325 7TH STREET ROCKFORD IL 61104 262224655 501 (C) (3) 22545 0 PROGRAM SUPPORT / COVID RELIEF ROCKFORD AREA HABITAT FOR HUMANITY 5148 HARLEM ROAD 3 LOVES PARK IL 61111 363592066 501 (C) (3) 22500 0 PROGRAM SUPPORT / COVID RELIEF ROCKFORD TODAY MULTICULTURAL NETWORK 2014 WISTERIA ROAD ROCKFORD IL 61107 831907001 501 (C) (3) 13260 0 PROGRAM SUPPORT / COVID RELIEF ROSECRANCE 1021 NORTH MULFORD ROAD ROCKFORD IL 61107 362862928 501 (C) (3) 23149 0 PROGRAM SUPPORT / COVID RELIEF SALVATION ARMY THE PO BOX 4159 ROCKFORD IL 61110 362167910 501 (C) (3) 23727 0 PROGRAM SUPPORT / COVID RELIEF SECOND FIRST CHURCH 318 N CHURCH STREET ROCKFORD IL 61101 362182151 501 (C) (3) 14800 0 PROGRAM SUPPORT / COVID RELIEF SERENITY HOSPICE AND HOME 1658 S IL ROUTE 2 OREGON IL 61061 363286347 501 (C) (3) 25153 0 PROGRAM SUPPORT / COVID RELIEF SEVERSON DELLS EDUCATION CENTER 8786 MONTAGUE ROAD ROCKFORD IL 61102 362985870 501 (C) (3) 22000 0 PROGRAM SUPPORT / COVID RELIEF SHELTER CARE MINISTRIES 412 N CHURCH STREET ROCKFORD IL 61103 363374370 501 (C) (3) 11995 0 PROGRAM SUPPORT / COVID RELIEF YOUNG LIFE 1401 NATIONAL AVE ROCKFORD IL 61103 840385934 501 (C) (3) 38563 0 PROGRAM SUPPORT / COVID RELIEF YOUTH SERVICES NETWORK 107 N 3RD STREET SUITE A ROCKFORD IL 61107 363297042 501 (C) (3) 12022 0 PROGRAM SUPPORT / COVID RELIEF ZION DEVELOPMENT CORPORATION 910 FIFTH AVE ROCKFORD IL 61104 363229794 501 (C) (3) 13500 0 PROGRAM SUPPORT / COVID RELIEF 24 PART I, LINE 2: THE UNITED WAY OF ROCK RIVER VALLEY MAKES PROGRAM GRANTS TO LOCAL AGENCIES. THE AGENCIES COMPLETE A SCREENING THAT INCLUDES AN APPLICATION PROCESS, FINANCIAL REVIEW OF THE ORGANIZATION, AND VERIFICATION OF CURRENT STATUS AS A 501 (C) (3) ORGRANIZATION. THE ORGANIZATION IS ALSO MONITORED FOR PROGRAM RESULTS AND COMPLIANCE WITH THE TERMS OF THE GRANTS. FORM 990, PART VI, SECTION A, LINE 3 STAFF MANAGEMENT, A PROFESSIONAL EMPLOYER ORGANIZATION OR PEO, ASSISTS THE AGENCY WITH ITS HUMAN RESOURCE FUNCTIONS, PROVIDES HEALTH INSURANCE ADMINISTRATION AND PAYROLL SERVICES INCLUDING FILING ALL WAGE AND PAYROLL TAX RETURNS ON BEHALF OF THE ORGANIZATION. HOWEVER, THE ORGANIZATION REMAINS IN CONTROL OF MANAGEMENT DUTIES SUCH AS DECISIONS ABOUT PERSONNEL, HIRING, AND FIRING. ALL WAGE AND PAYROLL TAX RETURNS ARE FILED UNDER THE FEIN# OF STAFF MANAGEMENT, INCLUDING THE AMOUNT LISTED ON PART V, LINE 2A. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS DISTRIBUTED TO THE BOARD OF DIRECTORS PRIOR TO FILING FORM 990, PART VI, SECTION B, LINE 12C COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY IS MONITORED BY THE BOARD OF DIRECTORS. ANNUALLY, THE GOVERNING BODY REVIEWS THE POLICY AND EACH DIRECTOR SIGNS A CONFLICT OF INTEREST DISCLOSURE STATEMENT FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE IS RESPONSIBLE FOR SETTING THE COMPENSATION OF THE C.E.O/PRESIDENT. THE MEETING IS DOCUMENTED AND THE GOVERNING BODY IS INFORMED OF ANY CHANGES IN COMPENSATION OF THE C.E.O/PRESIDENT FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS AND CONFLICTS OF INTEREST ARE AVAILABLE ON REQUEST, THE FINANCIAL STATEMENTS AND 990 ARE PUBLISHEED ON WWW.UNITEDWAYRRV.ORG FORM 990, PART XII, LINE 2C OVERSIGHT SELECTION PROCESS: THE ORGANIZATION'S AUDIT COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT HAS NOT CHANGED THEIR SELECTION OR OVERSIGHT PROCESS FROM THE PREVIOUS YEAR.