2022-04-28T15:58:58-05:00 2021-06-30 390974031 WEGNER CPAS LLP 2921 LANDMARK PL STE 300 MADISON WI 537134236 990 2020-07-01 237281696 UNITED WAY OF WASHINGTON COUNTY INC UNIT 2623383821 PO BOX 304 WEST BEND WI 530950304 CARRIE KASUBASKI TREASURER 2623383821 2022-04-27 1 CARRIE KASUBASKI 999009999 JENNY TARKOWSKI CPA P00634290 6082744020 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z KRISTIN BRANDNER PO BOX 304 WEST BEND WI 530950304 1820237 0 X WWW.UNITEDWAYOFWASHINGTONCOUNTY.ORG X 1936 WI TO IMPROVE LIVES AND COMMUNITY CONDITIONS IN MEASURABLE AND LASTING WAYS. 19 19 8 216 0 0 1615698 1714614 0 0 1646 2918 16673 83111 1634017 1800643 994166 1053750 0 0 421863 311432 0 0 236891 286279 203234 1702308 1568416 -68291 232227 1308106 1605685 486249 503276 821857 1102409 MOBILIZE THE CARING POWER OF WASHINGTON COUNTY TO IMPROVE LIVES AND COMMUNITY CONDITIONS IN MEASURABLE AND LASTING WAYS. 0 0 892500 892500 0 ANNUAL SUSTAINABLE FUNDING - THE ORGANIZATION RAISES AND DISTRIBUTES FUNDS TO PRIORITIZED HUMAN SERVICE PROGRAMS AT 20 SOCIAL SERVICE AGENCIES BASED ON IDENTIFIED IMPACT AREAS AND PROGRAM OUTCOMES. THE ORGANIZATION COLLABORATES WITH OTHER AGENCIES AND COMMUNITY PARTNERS TO HELP ADDRESS WASHINGTON COUNTY NEEDS. 343993 89650 0 COMMUNITY IMPACT - THE ORGANIZATION IS COMMITTED TO SUPPORTING PROGRAMS AND INITIATIVES THAT PROVIDE COMMUNITY SOLUTIONS AND DELIVER MEASURABLE RESULTS. GOALS AND OBJECTIVES ARE BASED ON CURRENT COMMUNITY NEEDS AND ALIGNED WITH KEY COUNTY-WIDE PRIORITIES. 71600 MENTAL HEALTH INITIATIVE - AS A COMMUNITY IMPACT LEADER, UNITED WAY IDENTIFIED MENTAL HEALTH AS AN EMERGING NEED AND IS INVESTING INTO NONPROFIT AGENCIES TO PROVIDE COUNSELING SERVICES TARGETING YOUTH. 1236493 1 1 0 0 0 0 0 0 0 1 1 0 0 1 0 0 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 18 0 1 8 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 19 19 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 1 0 0 WI X KRISTIN BRANDNER 2623383821 PO BOX 304 WEST BEND WI 530950304 TOM HOPP PRESIDENT 2.00 X X 0 0 0 SHELLY WAALA VICE PRESIDENT 2.00 X X 0 0 0 NICOLE PRETRE SECRETARY 2.00 X X 0 0 0 CARRIE KASUBASKI TREASURER 2.00 X X 0 0 0 TIFFANY ELSAYED DIRECTOR 1.00 X 0 0 0 JULIE GEYER DIRECTOR 1.00 X 0 0 0 SANDRA GIERNOTH DIRECTOR 1.00 X 0 0 0 PRUDENCE PICK HWAY DIRECTOR (THRU MAY) 1.00 X 0 0 0 ROB HUETHER DIRECTOR 1.00 X 0 0 0 RYAN KELLY DIRECTOR 1.00 X 0 0 0 DOMINIC LADD DIRECTOR 1.00 X 0 0 0 HAILEY NENONEN DIRECTOR 1.00 X 0 0 0 DEB PIETSCH DIRECTOR 1.00 X 0 0 0 JIM SCHWALEN DIRECTOR 1.00 X 0 0 0 DAREN SIEVERS DIRECTOR 1.00 X 0 0 0 JIM STOMMEL DIRECTOR 1.00 X 0 0 0 PAT STRACHOTA DIRECTOR 1.00 X 0 0 0 DAVE UELMEN DIRECTOR 1.00 X 0 0 0 SCOTT HENKE DIRECTOR 1.00 X 0 0 0 PHILLIP DAHLBERG DIRECTOR 1.00 X 0 0 0 KRISTIN BRANDNER EXECUTIVE DIRECTOR 40.00 X 110244 0 213 110244 0 213 1 0 0 0 0 79191 5740 143396 1486287 5036 1714614 2918 2918 23625 16813 6812 6812 6812 16895 5740 2781 14114 14114 RECOVERY OF BAD DEBT 900099 61080 61080 1105 1105 62185 1800643 0 0 86029 1053750 1053750 112986 39545 16948 56493 164223 86259 22765 55199 13422 6091 1923 5408 20801 9440 2980 8381 20889 20889 22380 6092 6092 10196 6352 324 6028 31390 5145 6399 19846 12867 5786 1840 5241 35033 7505 7413 20115 3238 1456 463 1319 2028 204 65 1759 6140 1635 3025 1480 CAMPAIGN SUPPLIES 33231 33231 DUES AND SUBSCRIPTIONS 29194 13129 4174 11891 492 132 56 304 1568416 1236493 95032 236891 50 50 851834 1109145 302510 265809 5410 13550 9087 9087 0 0 148302 217131 1308106 1605685 25958 34690 441436 461786 1000 6800 17855 0 486249 503276 X 821857 1102409 821857 1102409 1308106 1605685 X 232227 48325 X 0 1 X 1 0 X 1516818 1548376 1820431 1615698 1714614 8215937 1516818 1548376 1820431 1615698 1714614 8215937 428680 7787257 26564 24597 27032 25271 26543 130007 1333 4438 10631 16402 8362346 91780 0.93120 0.93670 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 112211 12316 124527 111707 504 112211 110771 475 461 111707 110338 175 258 110771 109311 432 595 110338 1.00000 0.00000 0.00000 0 0 9087 9087 0 0 BENEFICIAL INTEREST IN REMAINDER TRUST 189344 FAMILIES FIRST CORONAVIRUS RESPONSE ACT REFUNDABLE CREDIT RECEIVABLE 27787 217131 1690307 2023 -131953 -129930 1820237 -19594 -19594 1800643 1409755 2023 -160684 -158661 1568416 0 1568416 PART V, LINE 4: THE PURPOSE OF THE FUND WILL BE TO PROVIDE INCOME TO SUPPORT AND CONTRIBUTE TO THE OPERATION OF THE UNITED WAY AND TO PROVIDE ADDITIONAL FUNDS TO ENHANCE THE ABILITY OF THE UNITED WAY TO MEET ITS MISSION. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF BENEFICIAL INTEREST IN REMAINDER TRUST 48,325. DONOR DESIGNATIONS -180,278. PART XI, LINE 4B - OTHER ADJUSTMENTS: DIRECT EXPENSES REPORTED ON FORM 990, PART VIII, LINE 8B -2,781. DIRECT EXPENSES REPORTED ON FORM 990, PART VIII, LINE 6B -16,813. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSES REPORTED ON FORM 990, PART VIII, LINE 8B 2,781. DONOR DESIGNATIONS -180,278. DIRECT EXPENSES REPORTED ON FORM 990, PART VIII, LINE 6B 16,813. GOLF OUTING 22635 5740 16895 2050 525 206 22635 5740 16895 2050 525 206 2781 14114 1 4C FOR CHILDREN INC 2376 W WASHINGTON ST WEST BEND WI 53095 391151791 501(C)(3) 20000 GENERAL USE AMERICAN NATIONAL RED CROSS 819 SCHOENHAAR DRIVE WEST BEND WI 53090 530196605 501(C)(3) 10000 GENERAL USE BIG BROTHERS BIG SISTERS OF WASHINGTON COUNTY 103 N MAIN S WEST BEND WI 53095 391214215 501(C)(3) 75000 GENERAL USE BOYS AND GIRLS CLUBS OF WASHINGTON COUNTY 925 N SILVERBROOK DR WEST BEND WI 53090 391773689 501(C)(3) 130000 GENERAL USE CASA GUADALUPE EDUCATION CENTER 479 N MAIN ST WEST BEND WI 53090 204483105 501(C)(3) 47500 GENERAL USE FAMILY SERVICE ASSOCIATION OF SHEBOYGAN INC 1930 NORTH 8TH STREET SHEBOYGAN WI 53081 390808501 501(C)(3) 10000 GENERAL USE DR JAMES E ALBRECHT FREE CLINIC PO BOX 632 WEST BEND WI 53095 391839654 501(C)(3) 15000 GENERAL USE ELEVATE INC PO BOX 632 WEST BEND WI 53095 391256286 501(C)(3) 91500 GENERAL USE FAMILY PROMISE OF WASHINGTON COUNTY 724 ELM ST WEST BEND WI 53095 270740203 501(C)(3) 115000 GENERAL USE AND COVID RELIEF FUNDS FRIENDS INC PO BOX 117 WEST BEND WI 53095 391308555 501(C)(3) 89000 GENERAL USE FULL SHELF FOOD PANTRY 231 MUNICIPAL DRIVE WEST BEND WI 53095 391716270 501(C)(3) 20000 GENERAL USE INTERFAITH CAREGIVERS OF WASHINGTON COUNTY PO BOX 1143 WEST BEND WI 53095 020657722 501(C)(3) 67260 GENERAL USE KETTLE MORAINE YMCA 1111 Y DR WEST BEND WI 53095 391175559 501(C)(3) 53500 GENERAL USE AND COVID RELIEF NAMI WASHINGTON COUNTY INC 2030 STONEBRIDGE RD WEST BEND WI 53095 391950573 501(C)(3) 15900 GENERAL USE SENIOR CITIZENS ACTIVITIES INC 2378 W WASHINGTON ST STE A WEST BEND WI 53095 391091440 501(C)(3) 10000 GENERAL USE THE THRESHOLD INC 600 ROLFS AVE WEST BEND WI 53095 391102430 501(C)(3) 108840 GENERAL USE THE YOUTH FAMILY PROJECT INC 630 ELM ST WEST BEND WI 53095 510149160 501(C)(3) 50000 GENERAL USE AND MENTAL HEALTH FORWARD CAREERS (FKA AS W-O-W WORKFORCE DEVELOPMENT) 2200 GREENTREE RD WEST BEND WI 53090 391657328 501(C)(3) 23500 GENERAL USE AND COVID RELIEF FUNDS CATHOLIC CHARITIES 3501 S LAKE DRIVE MILWAUKEE WI 53207 390806321 501(C)(3) 41600 MENTAL HEALTH IMPACT INC 6737 W WASHINGTON ST MILWAUKEE WI 53214 390988784 501(C)(3) 20000 MENTAL HEALTH & 2-1-1 SERVICE 20 0 PART I, LINE 2: GRANT FUNDS ARE PROVIDED TO LOCAL AGENCIES TO SUPPORT THE ACTIVITIES WITHIN WASHINGTON COUNTY, WISCONSIN. THESE PARTNER AGENCIES REPORT THEIR ACTIVITIES TO US ON AN ANNUAL BASIS AND THERE HAS NEVER BEEN ANY INDICATION THAT THESE FUNDS ARE USED FOR ANY ACTIVITIES OUTSIDE OF THE US. FORM 990, PART VI, SECTION B, LINE 11B ALL MEMBERS OF THE BOARD OF DIRECTORS ARE PROVIDED WITH A COPY OF THE FORM 990 FOR REVIEW AND APPROVAL BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY ALL DIRECTORS AND OFFICERS REVIEW A STATEMENT THAT PROVIDES INFORMATION REGARDING THEIR INTERESTS AND THOSE OF THEIR FAMILY MEMBERS THAT COULD GIVE RISE TO CONFLICTS. THE MEMBERS OF THE EXECUTIVE COMMITTEE MAKE DETERMINATIONS OF WHETHER A CONFLICT EXISTS AND REVIEW ACTUAL CONFLICTS. ANY PERSON WITH A CONFLICT IS PROHIBITED FROM PARTICIPATING IN THE GOVERNING BODY'S DELIBERATIONS AND DECISIONS IN THE TRANSACTION. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTEE OF THE BOARD REVIEWS THE PERFORMANCE OF THE CHIEF EXECUTIVE OFFICER EACH YEAR. HER PERFORMANCE IS ASSESSED AGAINST GOALS PREVIOUSLY SET AND HER COMPENSATION IS COMPARED TO DATA RECEIVED FROM THE UNITED WAY WORLDWIDE AND TO COMPARABLE LOCAL AGENCIES. 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 REMAINDER TRUST 48,325.