2023-09-07T12:32:06-07:00 2022-12-31 990 2022-01-01 390935496 UNITED WAY OF MARATHON COUNTY INC UNIT 7158482927 705 S 24th Ave Ste 400B Wausau WI 544015242 Jeff Sargent Executive Director/CEO 7158482927 2023-08-30 1 1 11 0 AAL2 X 2022 2023-04-26 12:10:37Z Jeffrey Sargent 705 S 24th Avenue Ste 400B Wausau WI 54401 3225253 0 X www.unitedwaymc.org X 1959 WI United Way volunteers along with our Board selected our new bold goal to lift 10,000 Community Members to Financial Stability by 2033 with our new mission Uniting to Thrive by focusing on serving the ALICE population to assist with meeting basic needs and improving lives. 30 30 28 2799 35619 0 3332007 3026600 0 0 33231 10999 101095 160807 3466333 3198406 1636649 1622000 0 0 1042095 1010519 0 0 286470 630191 708671 3308935 3341190 157398 -142784 4823921 5503606 1879149 2755890 2944772 2747716 Unite people and organizations in Marathon County to build a stronger community and strategically invest in education, income and health priorities to improve lives now and into the future. Focusing on the ALICE population and lifting individuals and families out of financial instability. 0 0 2121795 1622000 0 United Way of Marathon County engages people in giving back to their community. By bringing together people with passion, expertise and resources, United Way of Marathon County is able to achieve far greater results than any one group or organization working alone. With input from community experts and volunteers, focused goals have been set in the areas of education, income and health, the building blocks for a good quality of life. United Way of Marathon County is advancing this agenda by working with our community partners to develop action plans that will create the desired change. Examples of the goals we want to achieve include improving kindergarten readiness, reducing relationship violence and reducing hunger and homelessness. By focusing on key issues and leveraging partnerships and resources, we can effectively and efficiently get results. 267853 0 0 United Way's 211 is an information and referral service that is here to help answer questions and connect you to services 24 hours a day, 7 days a week: by phone, through publications, via the online searchable database, text, chat or by email. 2-1-1 provides information regarding support groups, family counseling, services for an aging parent, financial assistance, volunteer opportunities, other community services and groups and much more. The information and referrals that they provide are free, confidential and personalized. 83636 0 0 United Way RSVP (Retired and Senior Volunteer Program) is a nationwide volunteer program for persons 55 and over which is made possible through a federal grant from the Corporation for National and Community Service. RSVP volunteers help address community priorities such as, tutoring and mentoring youth, hunger and homelessness, elderly support services and more at nearly 40 non-profit agencies. RSVP staff provide personalized volunteer placement and other benefits for members along with free community programming to encourage healthy active aging for all older adults. 255445 0 0 Additional United Way affiliate programs are; Ready to Read, Women United, Bundles of Joy, Emerging Leaders, the LIFE project, Hunger Coalition, Early Years, Retire United, Housing and Homeless Coalition and the Volunteer Connection. More information regarding these programs is available on our website, www.unitedwaymc.org. 255445 0 0 2728729 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 14 0 1 28 1 0 0 0 0 0 0 0 0 X 30 30 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WI X X X UNITED WAY OF MARATHON COUNTY INC 7158482927 705 S 24th Ave Ste 400B Wausau WI 54401 Jeffrey Sargent Executive Director 40 0 X X X 102157 0 4086 Melissa Beese Director of Finance and Admin 40 0 X 81553 0 3262 Andrew Shallow Vice President of Finance 1 0 X X 0 0 0 Shanna Yonke President 1 X X 0 0 0 Ryan Gallagher President Elect 0 0 X X 0 0 0 Julie Bliss Vice President Marketing 0 0 X X 0 0 0 Jon Krueger Board Member 0 0 X 0 0 0 Dr Swati Biswas At Large Community Officer 0 0 X X 0 0 0 Sarah Napgezek Board Member 0 0 X 0 0 0 Chris Pfender Past President 0 0 X X 0 0 0 Michael Loy Campaign Chair 0 0 X X 0 0 0 Amanda Sahr Vice President Community Impact 0 0 X X 0 0 0 Brian Funfar Board Member 0 0 X 0 0 0 Lisa Grill-Dodson Board Member 0 0 X 0 0 0 Kevin Kraft Board Member 0 0 X 0 0 0 Jen Auner Board Member 0 0 X 0 0 0 David Greene Associate Campaign Chair 0 0 X X 0 0 0 Bailey Sleeper Agency Representitive 0 X 0 0 0 Rob Elliot Board Member 0 0 X 0 0 0 Nancy Kaiser Board Member 0 0 X 0 0 0 Audrey Kavanagh Board Member 0 0 X 0 0 0 MaiGer Moua Board Member 0 0 X 0 0 0 Jenny Redman-Schell Board Member 0 0 X 0 0 0 Curtis Miles Board Member 0 0 X 0 0 0 Kari Solomonson Board Member 0 0 X 0 0 0 Craig Uhlenbrauck Board Member 0 0 X 0 0 0 Kalli Yaklyvich Board Member 0 0 X 0 0 0 Eric Steinbach Board Member 0 0 X 0 0 0 Micki Krueger Agency Rep 0 0 X 0 0 0 Kris Kubnick Ex-Officio 0 0 X 0 0 0 183710 0 7348 1 0 0 0 0 0 0 0 0 194628 2831972 0 3026600 0 10925 10925 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 10635 0 10561 0 74 0 74 74 0 0 51905 0 16286 35619 35619 0 211 other United Ways Service Agreements 900099 125188 125188 0 0 0 0 0 0 125188 3198406 136187 35619 0 1622000 1622000 0 0 0 0 0 0 174201 67023 69592 37586 0 0 0 0 653142 433322 104609 115211 29122 19853 4937 4332 93679 63866 15883 13930 60375 36139 12911 11325 0 0 0 0 22436 22436 0 0 17735 7094 6207 4434 0 0 0 0 0 0 13617 0 13617 0 0 0 0 0 8225 7249 520 456 126018 117243 4675 4100 19106 9034 8034 2038 0 0 0 0 119262 76450 20344 22468 1404 1085 170 149 0 0 0 0 31142 23130 4268 3744 0 0 0 0 47040 24480 12018 10542 11877 5607 3056 3214 10134 6952 1695 1487 Campaign Expense 90149 61234 8297 20618 Postage/Temp Staff/Misc 25811 17556 4399 3856 Maintenance 64641 39737 13267 11637 Lease Costs 100074 67239 17492 15343 3341190 2728729 325991 286470 1189123 759292 801719 1303378 1790331 1898339 129045 78633 0 0 0 0 0 0 0 0 15406 18214 284182 252496 36637 31686 0 0 0 0 732533 861660 681531 4823921 5503606 85018 187344 1767544 1759711 26587 2421 0 0 0 0 0 0 0 0 0 0 0 806414 1879149 2755890 X 1520008 1424134 1424764 1323582 2944772 2747716 4823921 5503606 -142784 -54272 0 0 0 0 X 0 1 X 1 0 X 3270979 3205825 3368517 3332007 3062219 16239547 0 0 0 0 0 0 0 0 0 0 0 0 3270979 3205825 3368517 3332007 3062219 16239547 3320579 12918968 20951 25234 20506 33296 10999 110986 0 0 0 0 0 0 96692 96806 100804 101030 125188 520520 16871053 125188 0.76575 0.96475 X Schedule A, Part I, Line 10 Payments from other counties for 211 services for other counties. Portage, Northwoods and Brown County fee payments for service. Schedule A, Part II, Line 10 Other Income is Miscellaneous Revenue for our 211 department that contracts with other counties to handle their 211 call volume and database information. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 861660 1546 -142072 0 34100 5503 681531 799333 500 99620 0 29100 8693 861660 752145 500 87013 0 32800 7525 799333 666141 51 128848 0 35000 7895 752145 748731 700 -40176 0 35000 114 674141 1 0 0 1 0 0 0 0 0 0 0 0 0 37521 21150 16371 0 246661 231346 15315 0 0 0 0 31686 Endowment 681531 681531 0 Lease Liability 806414 806414 X 3349133 150727 0 0 0 150727 3198406 0 0 0 3198406 3341190 0 0 0 0 0 3341190 0 0 0 3341190 Schedule D, Part V, Line 4 Schedule D, Part V, Line 4 - the purpose of this fund is to allow United Way of Marathon County to help meet the current and future human care needs of Marathon Counties community members. Requests to spend the earnings shall be as recommended by the United Way of Marathon County Board of Directors as needed to cover costs and for emergencies. All requests for funding are subject to approval of the Community Foundation of North Central Wisconsin's Board of Directors. Schedule D, Part X The Organization is a charitable organization under Section 501(c)(3) of the Internal Revenue Code, and thus is exempt from income taxes. Schedule D, Part X, Line 2 No tax is due for Park X as this is the lease liability booked according to the new IRS regulations to book long term lease liablity for our lease agreement on our office space. Power of the Purse 98303 0 98303 0 20000 1800 27312 250 13322 0 0 98303 0 98303 0 20000 1800 27312 250 13322 62684 35619 1 BIG BROTHERS BIG SISTERS OF NORTHCENTRAL WI INC 2804 RIB MOUNTAIN DR STE G Wausau WI 544017473 391258616 501 c 3 100000 0 1 Youth Mentoring BOYS AND GIRLS CLUB OF THE WAUSAU AREA INC PO Box 2386 Wausau WI 54402 391850386 501 c 3 83340 0 1 Academic Success, Career CATHOLIC CHARITIES OF THE DIOCESE OF LA CROSSE INC PO Box 266 3710 East Avenue South La Crosse WI 54602 391896823 501 c 3 65000 0 1 Beyond Shelter 2 Project Step Up 3 Wausau Warming Center CHILDCARING INC 1107 W GRAND AVE Wisconsin Rapids WI 544953349 391673734 501 c 3 243660 0 1 Good Start Grants CHILDRENS SERVICE SOCIETY OF WISCONSIN 705 S 24th Ave Wausau WI 54401 390806380 501 c 3 188646 0 1 Child and Family Counseling 2 Group based parenting education 3 Marathon County visitation program 4 Start Right Healthy Families 5 Triple P FAITH IN ACTION OF MARATHON COUNTY INC 630 Adams St Wausau WI 54403 203244315 501 c 3 22750 0 1 Support for Seniors GIRL SCOUTS OF THE NORTHWESTERN GREAT LAKES INC 4693 N LYNNDALE DR Appleton WI 549139614 391016314 501 c 3 30000 0 1 Reaching Out LENA Foundation 5525 Central Ave Suite 100 Boulder CO 80301 263784465 501 c 3 20000 0 1 LENA Start Marathon County NORTH CENTRAL COMMUNITY ACTION PROGRAM INC 2111 8TH ST S STE 102 Wisconsin Rapids WI 544946155 391080179 501 c 3 210000 0 1 Emergency Food Assistance Fund 2 Emergency Housing Assistance Fund NORTH CENTRAL HEALTH FOUNDATION INC 1100 LAKE VIEW DR Wausau WI 544036785 930838179 501 c 3 15000 0 1 Community Corner Clubhouse 2 Hope House Sober Living PEACEFUL SOLUTIONS COUNSELING INC 741 N 1st Street Wausau WI 54403 208223946 501 c 3 229500 0 1 Childhood Trauma Mental Health 2 Mental Health Counseling 3 Substance Abuse Outpatient 4 The CHOICES program 4 The Mentoring and Aftercare Program 5 The SAFE Program Samoset Council Boy Scouts of America 3511 CAMP PHILLIPS RD Weston WI 544766320 390813397 501 c 3 30000 0 1 Scouting Outreach SPENCER KIDS GROUP INC PO BOX 15 117 E Clark St Spencer WI 544790015 391826608 501 c 3 20000 0 1 Spencer Kids Group Youth THE SALVATION ARMY 202 Callon St Wausau WI 54401 362167910 501 c 3 65000 0 1 Meal program 2 Pathway of Hope 3 Shelter Transitional Living Center WAUSAU AREA MOBILE MEALS INC 609 SCOTT STREET Wausau WI 544034862 391238060 501 c 3 36000 0 1 Wausau Area Mobile Meals WISCONSIN AUTOMOBILE AND TRUCK EDUCATION ASSOCIATION INC PO BOX 1542 Wausau WI 544021542 391990500 501 c 3 16000 0 1 Wheels to Work WISCONSIN JUDICARE INCORPORATED 401 FIFTH STREET SUITE 200 Wausau WI 544035470 391170880 501 c 3 12000 0 1 Domestic Violence Intervention Project WOMENS COMMUNITY INC OF WAUSAU 3200 HILLTOP AVE Wausau WI 544014026 391290452 501 c 3 155000 0 1 Domestic Abuse Victim Services 2 Sexual Assault Victim Services 3 Transitional Living Program COMMUNITY FOUNDATION OF NORTH CENTRAL WISCONSIN INC 500 N 1ST ST STE 2600 Wausau WI 544034883 391577472 501 c 3 24000 0 1 Marathon County School Based Counseling Consortium 25 0 Schedule I, Part I, Line 2 We ask for RFP's to be submitted and our impact committee votes on our funded partners and we go on a 3 year cycle, asking each of our funded partners to report back how our funds were spent and the amount of community members that were touched by our grants. Form 990, Part VI, Section B, Line 11b Form 990, Part VI, Section B, Line 11b - the 990 is emailed to all current year board members and also reviewed by the Executive Director and VP of Administration prior to filing. Form 990, Part VI, Section B, Line 12c Form 990, Part VI, Section B, Line 12c - Officers, directors, volunteers and employees are asked to sign a conflict-of-interest policy annually. If a discussion or board action is being taken that is relevant to the item disclosed on a member's conflict of interest policy, then they are asked to abstain from the discussion and the vote. Form 990, Part VI, Section B, Line 15 Form 990, Part VI, Section B, Line 15 - Annually the Board reviews the salaries for the Executive Director and each employee. They approve salary ranges for each position and make sure they are comparable to similar positions/salaries in the community. Form 990, Part VI, Section C, Line 19 Form 990, Part VI, Section C, Line 19 - Our governing documents, conflicts of interest policy and our 990's are available to the public upon request. Our 990 is also available on our website: www.unitedwaymc.org. Filed an extension 8868 on April 25, 2023