2023-09-11T10:26:58-05:00 2022-12-31 410746749 CLIFTONLARSONALLEN LLP 1175 LOMBARDI AVENUE SUITE 200 GREEN BAY WI 54304 990 2022-01-01 390806299 BROWN COUNTY UNITED WAY BROW 9204323393 PO BOX 1593 GREEN BAY WI 543051593 ROBYN DAVIS PRESIDENT/CEO 9204323393 2023-08-30 1 ROBYN DAVIS 999009999 1 WENDY MALLO P01250277 9204367800 2023-08-30 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z ROBYN DAVIS PO BOX 1593 GREEN BAY WI 543051593 3332123 0 X WWW.BROWNCOUNTYUNITEDWAY.ORG X 1925 WI TO HAVE AN INCLUSIVE COMMUNITY WHERE ALL INDIVIDUALS ARE ABLE TO MEET THEIR BASIC NEEDS AND HAVE EQUAL OPPORTUNITY FOR STABILITY IN THEIR HEALTH, EDUCATION, AND FINANCIAL WELL-BEING. 22 22 14 300 0 0 3316788 2893492 31622 33714 142926 40876 -2942 13512 3488394 2981594 1556997 1395445 0 0 814551 827923 0 0 438014 468866 459029 2840414 2682397 647980 299197 6063512 5920417 749816 693244 5313696 5227173 X BROWN COUNTY UNITED WAY UNITES PEOPLE, IDEAS, AND RESOURCES TO CREATE COMMUNITY SOLUTIONS THAT STRENGTHEN EVERY PERSON AND EVERY COMMUNITY IN BROWN COUNTY. 0 0 1395445 1395445 33714 BROWN COUNTY UNITED WAY STRIVES FOR AN INCLUSIVE COMMUNITY WHERE EVERY PERSON IN OUR COMMUNITY IS ABLE TO MEET THEIR BASIC NEEDS AND HAVE EQUAL OPPORTUNITY FOR STABILITY IN THEIR HEALTH, EDUCATION, FINANCIAL WELL-BEING, AND CONNECTION TO COMMUNITY. 317322 PROGRAM INVESTMENT - INVESTING IN LOCAL DIRECT SERVICE PROGRAMS TO POSITIVELY IMPACT INDIVIDUALS. DURING 2022, OUR PROGRAM INVESTMENT PORTFOLIO INCLUDED GRANTS TO 23 PROGRAMS. THESE PROGRAMS PROVIDED DIRECT ASSISTANCE TO A PROJECTED 16,000 INDIVIDUALS IN OUR COMMUNITY, WITHIN THE PRIORITY INVESTMENT AREAS OF EDUCATION, HEALTH, FINANCIAL WELLBEING, AND CONNECTION TO COMMUNITY. DURING 2021 WE ALSO ESTABLISHED AN EMERGENCY RESPONSE FUND, WHICH (AS OF FEBRUARY 2023) HAS HELPED MORE THAN 15,000 PEOPLE THROUGH 50 GRANTS TO COMMUNITY ORGANIZATIONS, IN RESPONSE TO THE COVID-19 PANDEMIC AND OTHER PUBLIC RESPONSE EFFORTS SUCH AS THE RESETTLEMENT OF REFUGEES FROM AFGHANISTAN. UNITED WAY COMMUNITY INVESTMENT STAFF MEMBERS COORDINATED THE YEAR-ROUND WORK OF THE COMMITTEES OF COMMUNITY VOLUNTEERS CHARGED WITH VETTING GRANT PROPOSALS AND PROVIDED OUTCOMES CONSULTING AND PROGRAM EVALUATION SUPPORT TO LOCAL PROGRAMS. 24821 IMPACT INITIATIVES AND ADVOCACY SOLUTIONS - IN THE AREA OF IMPACT INITIATIVES, WE ARE LEADING AND PARTNERING ON EFFORTS TO BRING ABOUT PHYSICAL AND SOCIAL ENVIRONMENT CHANGE TO IMPROVE COMMUNITY SYSTEMS. BEGINNING IN 2019, THE MAJORITY OF OUR IMPACT INITIATIVES BECAME PLACE-BASED, FOCUSING PRIMARILY ON NEIGHBORHOODS. OUR CENTRAL OBJECTIVES ARE TO IMPROVE SOCIAL COHESION, GROWTH, AND VITALITY THROUGH RESEARCH, EVIDENCE, COMMUNITY PARTNERSHIPS, AND THE VOICES OF RESIDENTS, HELPING TO ENSURE THAT NEIGHBORHOODS ARE SAFE PLACES WHERE PEOPLE CAN THRIVE. IN SUPPORT OF THIS WORK, DURING 2022 OUR COMMUNITY INVESTMENT STAFF ORGANIZED AND LEAD COMMUNITY BUILDING ACTIVITIES, NUMBEROUS VOLUNTEER PROJECTS, AND EVENTS, AND SURVEYED COMMUNITY MEMBERS. OUR NEIGHBORHOOD PARTNERSHIP GRANT PROGRAM, ESTABLISHED IN 2020, CONTINUED TO INVEST IN NEIGHBORHOOD-BASED PROJECTS AND INITIATIVES, INCLUDING A COMMUNITY GARDENS PROJECT. THE STAFF TEAM ALSO ORGANIZED TRAUMA-INFORMED CARE TRAININGS FOR HUMAN SERVICE PROVIDERS AND OTHER PARTNERS, BEGAN DEVELOPING A NEW TRAINING PROGRAM FOCUSED ON DIVERSITY, EQUITY, INCLUSION, AND BELONGING, AND PARTNERED IN THE LAUNCH OF A NEW PAY IT FORWARD LOAN PROGRAM TO HELP LOW-INCOME INDIVIDUALS AVOID PREDATORY LENDERS VIA NO-INTEREST LOANS. WITH RESPECT TO ADVOCACY SOLUTIONS, OUR OBJECTIVE IN THIS AREA IS TO SEEK OUT THE VOICE OF THE COMMUNITY AND ADVOCATE FOR POLICY CHANGE. OUR VOICE OF ALICE RESEARCH, LAUNCHED IN 2019, CAPTURED THE LIVE EXPERIENCES OF INDIVIDUALS AND FAMILIES IN OUR COMMUNITY WHO ARE STRUGGLING TO MEET BASIC NEEDS. THEIR EXPERIENCES, COUPLED WITH ADDITIONAL QUALITATIVE AND QUANTITATIVE RESEARCH, IS SHAPING OUR NEW ADVOCACY AGENDA, WHICH IS GUIDED BY OUR ADVOCACY COUNCIL. DURING 2022, COMMUNITY INVESTMENT STAFF AND THE ADVOCACY COUNCIL CONTINUED TO REFIND AN ADVOCACY AGENDA AND ALSO DEVELOPED A NEW COMMUNITY INITIATIVE CALLED THE MOBIL RESOURCE CONNECTOR, WHICH WILL DELIVER SERVICES TO PEOPLE WHERE THEY LIVE AND WORK THROUGH THREE TYPES OF VEHICLES AND MANY COLLABORATING AGENCIES. WE ALSO CONTINUED TO PARTNER WITH OTHERS AT LOCAL, STATE, AND FEDERAL LEVELS TO PROVIDE INFORMATION ABOUT COMMUNITY NEEDS AND CO-CREATE SOLUTIONS REGARDING ISSUES SUCH AS CHILDCARE, MENTAL WELLNESS, NONPROFIT STABILITY, AND HOUSING/HOMELESSNESS. 170617 INFORMATION AND REFERRAL SERVICES: BROWN COUNTY UNITED WAY'S 2-1-1 CONTACT CENTER IS A FREE, CONFIDENTIAL INFORMATION AND REFERRAL SERVICE THAT MADE THOUSANDS OF REFERRALS TO COMMUNITY RESOURCES IN 2022. A COMPREHENSIVE COMMUNITY RESOURCE DATABASE COMPRISED OF MORE THAN 2,000 RESOURCES WAS MAINTAINED BY BROWN COUNTY UNITED WAY 2-1-1 RESOURCE SPECIALISTS, IN COLLABORATION WITH THE AGING & DISABILITY RESOURCE CENTER OF BROWN COUNTY AND THE CRISIS CENTER OF FAMILY SERVICES OF NORTHEAST WISCONSIN. 2022 ACCOMPLISHMENTS IN PARTERSHIP WITH THE GREATER GREEN BAY LABOR COUNCIL INCLUDED THE BLANKETING BROWN COUNTY DRIVER AND A DIAPER DRIVE, WHICH COLLECTED THOUSANDS OF BLANKETS, DIAPERS, AND BABY ITEMS FOR DISTRIBUTION TO BROWN COUNTY PROGRAMS SERVING LOW-INCOME INDIVIDUALS AND FAMILIES. COMMUNITY INFORMATION SYSTEM: THE COMMUNITY INFORMATION SYSTEM (CIS) IS A MULTIDISCIPLINARY DATA SHARING SYSTEM DESIGNED TO IMPROVE DECISION SUPPORT FOR POLICYMAKERS, CREATE EFFECTIVE INTERAGENCY COORDINATION AND SUPPORT THE COMMUNITY. BROWN COUNTY UNITED WAY AND ACHIEVE BROWN COUNTY CO-OWN THE CIS VIA A STRATEGIC PARTNERSHIP ALLIANCE. 170617 1908205 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 1 14 1 0 0 0 0 0 0 0 0 0 1 0 0 0 X 22 22 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WI X X CHERYL CERRATO 9204323393 PO BOX 1593 GREEN BAY WI 54305 ADAM JACKSON MEMBER 1.50 X 0 0 0 PAUL SPICER CHAIR 1.50 X X 0 0 0 STEVE SCHMEISSER SECRETARY 1.50 X X 0 0 0 SCOTT HANSEN MEMBER 1.50 X 0 0 0 MICHAEL GASICK TREASURER 1.50 X X 0 0 0 MICHELLE HANSEN MEMBER 0.50 X 0 0 0 NATHAN KING MEMBER 0.50 X 0 0 0 KAREN LANCELLE MEMBER 0.50 X 0 0 0 STEVE MCFARLANE MEMBER 1.50 X 0 0 0 EDWARD POLICY MEMBER 0.50 X 0 0 0 JAMES RIDDERBUSH MEMBER 0.50 X 0 0 0 BRIAN STENZEL MEMBER 0.50 X 0 0 0 THOMAS VANDENBERG MEMBER 0.50 X 0 0 0 ERIN VANZEELAND MEMBER 0.50 X 0 0 0 COREY KING VICE CHAIR 1.50 X 0 0 0 ANGELA DEWITT MEMBER 0.50 X 0 0 0 JOEL HANSEN MEMBER 0.50 X 0 0 0 ALISON BARTHEN MEMBER 0.50 X 0 0 0 VICKI BAYER MEMBER 0.50 X 0 0 0 DR JEFFREY RAFN MEMBER 0.50 X 0 0 0 JULIE MARTHALER MEMBER 1.50 X X 0 0 0 ANTOINE FISHER MEMBER 0.50 X 0 0 0 CHERYL CERRATO CHIEF FINANCIAL OFFICER 40.00 X 70081 0 39473 ROBYN DAVIS PRESIDENT/CEO 40.00 X 133610 0 25198 203691 0 64671 1 0 1 0 0 2893492 60046 2893492 SERVICE FEES 900003 33714 33714 33714 78007 78007 313398 350529 -37131 -37131 -37131 MISCELLANEOUS INCOME 900003 13512 13512 13512 2981594 33714 0 54388 1395445 1395445 268363 57774 159821 50768 453909 214852 39372 199685 10822 9368 1454 43458 23313 20145 51371 19360 14192 17819 14700 14700 16622 16622 123488 92221 27425 3842 15130 436 14694 163533 47058 24893 91582 47714 23704 7220 16790 7192 490 5725 977 12450 3194 6892 2364 31168 13058 5904 12206 603 307 88 208 10743 5917 1424 3402 MEMBERSHIP DUES 2261 25 1920 316 AWARDS 1247 1247 12178 1683 9980 515 2682397 1908205 336178 438014 X 1355232 1568209 1159127 1145602 930596 958432 5002 10856 22092 16347 46577 46225 955 352 2080454 1796662 482046 389498 28008 34459 6063512 5920417 749816 693244 749816 693244 X 2902331 2934149 2411365 2293024 5313696 5227173 6063512 5920417 299197 -385720 0 X 0 1 X 1 0 X 3509920 3294234 3402776 3316788 2893492 16417210 3509920 3294234 3402776 3316788 2893492 16417210 570527 15846683 81695 76291 60193 71133 78007 367319 1882 5038 840 7760 6377 6579 4793 5130 13512 36391 16828680 204482 0.94160 0.93220 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2018 AMOUNT: $ 6,377. 2019 AMOUNT: $ 6,579. 2020 AMOUNT: $ 4,793. 2021 AMOUNT: $ 5,130. 2022 AMOUNT: $ 13,512. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 316770 -52690 10547 253533 296016 31146 10392 316770 290462 15792 10238 296016 260777 39771 10086 290462 298231 -27136 10318 260777 0.36445 0.27773 0.35782 0 0 46577 46225 352 352 BENEFICIAL INTEREST IN ASSETS HELD BY COMMUNITY FOUNDATION 253533 F BENEFICIAL INTEREST IN IRREVOCABLE TRUST 135965 F 389498 2386822 -385720 8500 -377220 2764042 16622 200930 217552 2981594 2473345 8500 8500 2464845 16622 200930 217552 2682397 PART V, LINE 4: TO SUPPORT COMMUNITY NEEDS AND ORGANIZATIONAL SUPPORT EXPENSES, WHILE HONORING DONOR RESTRICTIONS, IF ANY, CONSISTENT WITH THE UNITED WAY TAX EXEMPT PURPOSE. PART XI, LINE 4B - OTHER ADJUSTMENTS: AMOUNTS RAISED ON BEHALF OF OTHERS 200,930. PART XII, LINE 4B - OTHER ADJUSTMENTS: AMOUNTS RAISED ON BEHALF OF OTHERS 200,930. 1 BIG BROTHERS BIG SISTERS OF NORTHEAST WISCONSIN 1345 WEST MASON STREET 210 GREEN BAY WI 54303 391274696 501(C)(3) 70340 0 PROGRAM SUPPORT BOYS AND GIRLS CLUB OF GREEN BAY 311 SOUTH ONEIDA STREET GREEN BAY WI 54303 396102943 501(C)(3) 91015 0 PROGRAM SUPPORT CASA OF BROWN COUNTY 414 EAST WALNUT STREET SUITE 281 GREEN BAY WI 54301 200476117 501(C)(3) 35012 0 PROGRAM SUPPORT CATHOLIC CHARITIES OF THE DIOCESE OF GREEN BAY INC 1825 RIVERSIDE DRIVE GREEN BAY WI 54301 390808438 501(C)(3) 96317 0 PROGRAM SUPPORT CURATIVE CONNECTION 2900 CURRY LANE GREEN BAY WI 54308 390806435 501(C)(3) 38496 0 PROGRAM SUPPORT ENCOMPASS EARLY EDUCATION AND CARE 1300 BELLEVUE STREET GREEN BAY WI 54303 390824004 501(C)(3) 141671 0 PROGRAM SUPPORT FAMILY AND CHILDCARE RESOURCES OF NEW 201 WEST WALNUT STREET SUITE F GREEN BAY WI 54303 263004541 501(C)(3) 26887 0 PROGRAM SUPPORT FAMILY SERVICES OF NORTHEAST WISCONSIN 300 CROOK STREET GREEN BAY WI 54301 390827320 501(C)(3) 192234 0 PROGRAM SUPPORT FOUNDATIONS HEALTH AND WHOLENESS 1601 WEST MASON STREET GREEN BAY WI 54303 391047205 501(C)(3) 27927 0 PROGRAM SUPPORT GOLDEN HOUSE 1120 UNIVERSITY AVENUE GREEN BAY WI 54302 391342659 501(C)(3) 72887 0 PROGRAM SUPPORT GREEN BAY PUBLIC SCHOOLS - STARFISH PROGRAM 200 SOUTH BROADWAY GREEN BAY WI 54303 396002329 GOVT 10806 0 PROGRAM SUPPORT HOUSE OF HOPE 1660 CHRISTIANA STREET GREEN BAY WI 54303 391708805 501(C)(3) 48931 0 PROGRAM SUPPORT LEGAL ACTION OF WISCONSIN 201 WEST WALNUT STREET SUITE 203 GREEN BAY WI 54303 391077192 501(C)(3) 36230 0 PROGRAM SUPPORT LITERACY GREEN BAY 424 SOUTH MONROE STREET GREEN BAY WI 54301 391383597 501(C)(3) 45708 0 PROGRAM SUPPORT NEW COMMUNITY CLINIC 622 BODART STREET GREEN BAY WI 54301 391200636 501(C)(3) 123492 0 PROGRAM SUPPORT NEW COMMUNITY SHELTER 301 MATHER STREET GREEN BAY WI 54303 391787059 501(C)(3) 46414 0 PROGRAM SUPPORT OTHER UNITED WAYS AND OTHER ORGANIZATIONS VARIOUS GREEN BAY WI 54301 999999999 501(C)(3) 246583 0 PROGRAM SUPPORT SALVATION ARMY OF BROWN COUNTY 1315 LIME KILN ROAD GREEN BAY WI 54311 390806899 501(C)(3) 38267 0 PROGRAM SUPPORT HOWE NEIGHBORHOOD FAMILY RESOURCE CENTER 526 S MONROE ST GREEN BAY WI 54301 391910410 501(C)(3) 6227 0 PROGRAM SUPPORT 19 0 PART I, LINE 2: AT A MINIMUM, ANNUAL REPORTS FROM EACH OF OUR GRANTEES ARE REQUIRED. INFORMATION REQUESTED INCLUDES, BUT IS NOT LIMITED TO, A NARRATIVE REPORT SUMMARIZING OUTPUTS, OUTCOMES, CHALLENGES AND OPPORTUNITIES; A DEMOGRAPHICS WORKSHEET CAPTURING THE TOTAL NUMBER OF INDIVIDUALS AND HOUSEHOLDS SERVED, GENDER IDENTITY, AGE, RACE/ETHNICITY, AND INCOME; AND A BUDGET SUMMARY. 0 0 0 0 0 0 0 0 0 ROBYN DAVIS PRESIDENT/CEO 133610 0 0 0 0 0 9357 0 15841 0 158808 0 0 0 X 1 34459 FAIR MARKET VALUE X 1 176 FAIR MARKET VALUE X PRINTING AND ADVERTISING 1 12000 FAIR MARKET VALUE X DIAPERS 2 8895 FAIR MARKET VALUE X PARKING PASSES 1 4316 FAIR MARKET VALUE X GIFT CERTIFICATES 1 200 FAIR MARKET VALUE 0 0 1 0 PART I, COLUMN (B): THE NUMBER OF CONTRIBUTIONS IS BEING REPORTED. FORM 990, PART VI, SECTION B, LINE 11B THE TREASURER WILL PRESENT THE 990 TO THE EXECUTIVE COMMITTEE ALONG WITH THE BOARD OF DIRECTORS FOR EXPLANATION. FORM 990, PART VI, SECTION B, LINE 12C THE BROWN COUNTY UNITED WAY REQUIRES THAT ALL EMPLOYEES, BOARD MEMBERS AND KEY VOLUNTEERS SIGN THE CONFLICT OF INTEREST POLICY ON A YEARLY BASIS. IF ANY CONFLICTS ARISE, THEY WILL BE BROUGHT TO THE EXECUTIVE COMMITTEE FOR FURTHER REVIEW AND ACTION. FORM 990, PART VI, SECTION B, LINE 15 THE CEO'S COMPENSATION IS DETERMINED AFTER THE ANNUAL REVIEW. THE EXECUTIVE COMMITTEE WILL DETERMINE THE COMPENSATION AMOUNT BASED ON THE RESULTS OF THE ANNUAL REVIEW. THIS FIGURE WILL BE FORWARDED TO THE BOARD OF DIRECTORS FOR APPROVAL. ALL OTHER OFFICERS COMPENSATION WILL BE DETERMINED AFTER THEIR ANNUAL REVIEWS BY THE CEO. THE CEO WILL THEN BRING THIS AMOUNT TO THE EXECUTIVE COMMITTEE FOR APPROVAL. 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 ON OUR WEBSITE AT WWW.BROWNCOUNTYUNITEDWAY.ORG, AND ALSO FURNISHED UPON PHONE OR MAIL REQUEST.