2022-05-10T18:14:06-05:00 2021-06-30 390758449 WIPFLI LLP 4949 HARRISON AVENUE SUITE 300 ROCKFORD IL 61108 990 2020-07-01 362167843 UNITED WAY OF ROCK RIVER VALLEY UNIT 8159685400 612 N MAIN STREET SUITE 300 ROCKFORD IL 61103 JULIE BOSMA CEO 8159685400 2022-05-10 1 JULIE BOSMA 999009999 DAVID R SCHROEPFER P00171692 8153997700 2022-05-10 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z JULIE BOSMA 612 N MAIN STREET SUITE 300 ROCKFORD IL 61103 4426499 0 X WWW.UNITEDWAYRRV.ORG X 1920 IL UNITING THE COLLECTIVE POWER OF OUR COMMUNITY TO IMPROVE LIVES. 19 19 20 316 0 0 5012524 3105617 0 0 135196 364845 68022 79964 5215742 3550426 1813609 1305473 0 0 1104552 1188438 0 0 337723 1003976 868831 3922137 3362742 1293605 187684 7578575 8436174 585498 698945 6993077 7737229 X UNITED WAY LEADS AND UNITES THE ROCK RIVER VALLEY TO MEASURABLY IMPROVE LIVES. 0 0 1705563 619833 1. UNITED WAY SUPPORTED COVID-19 RELIEF EFFORTS BY RAISING AND DISTRIBUTING $1.4 MILLION (SPANNING TWO FISCAL YEARS) FOR COVID RELIEF IN THE ROCK RIVER VALLEY REGION. IN PARTNERSHIP WITH A LOCAL COMMUNITY RESPONSE TEAM, 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 OUTREACH OF PPE, FOOD, AND CHILDCARE FOR ESSENTIAL WORKERS. GRANTS WERE ALSO AWARDED TO NONPROFIT AGENCIES WITH THE CAPACITY TO DISTRIBUTE CASH RELIEF DIRECTLY TO CLIENTS IN NEED. 670906 448870 2. 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. PEOPLE CALL 2-1-1 FROM ANY TELEPHONE AND THEY ARE IMMEDIATELY CONNECTED WITH A REAL-TIME OPERATOR WHO INQUIRES WHAT THEIR NEED IS AND CONNECTS THEM WITH SOCIAL SERVICE AGENCY PROGRAMS. DURING THE COVID-19 PANDEMIC, CALLS TO 2-1-1 TRIPLED IN VOLUME AS COMMUNITY MEMBERS REACHED OUT TO THIS SIMPLE TO USE, ALL-INCLUSIVE RESOURCESUNITED WAY'S SINGLE CARE PRESCRIPTION DISCOUNT CARD HAS SAVED PEOPLE IN OUR COMMUNITY $5.4 MILLION IN PRESCRIPTION DRUG COSTS. AVAILABLE TO ANY PERSON IN WINNEBAGO AND OGLE COUNTIES, THE CARD OFFERS UP TO 40% OFF REGULAR PRESCRIPTION DRUG PRICES. IT IS CONFIDENTIAL AND ACCEPTED AT MOST MAJOR PHARMACIES.UNITED WAY'S STRONG NEIGHBORHOODS INITIATIVE SUPPORTS MIDDLE SCHOOLERS AND THEIR FAMILIES BY BRINGING POLICE AND SOCIAL SERVICE AGENCIES 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 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. 456086 236770 3. EDUCATION IMPACT INITIATIVE UNITED WAY'S BOLD GOAL IS FOR ALL 9TH GRADERS TO BE ON TRACK TO GRADUATE WHEN THEY FINISH 8TH GRADE. THIS GOAL IS BEING ACCOMPLISHED THROUGH OUR EDUCATIONAL IMPACT PROGRAMS. MIDDLE SCHOOL SUCCESS IS CENTERED AROUND AN EARLY WARNING AND RESPONSE SYSTEM THAT TRACKS MIDDLE SCHOOL STUDENTS' ATTENDANCE, BEHAVIOR, AND COURSE GRADES IN MATH AND ENGLISH. IT HAS BEEN PROVEN THAT WHEN JUST ONE OF THESE AREAS BEGINS TO SUFFER, A STUDENT'S CHANCES OF GRADUATING ON TIME FALLS DRAMATICALLY. UNITED WAY USES A DASHBOARD THAT TRACKS EACH MIDDLE SCHOOLER'S PROGRESS AND WHEN PROGRESS IS IN JEOPARDY, A UNITED WAY ACHIEVEMENT ADVOCATE STEPS IN WITH INTERVENTIONS AND SUPPORTS TO GET A STUDENT BACK ON TRACK.UNITED WAY'S DOLLY PARTON IMAGINATION LIBRARY SUPPORTS MIDDLE SCHOOL SUCCESS BY SUPPORTING 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. 2832555 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 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 6 0 20 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 19 19 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 PRESIDENT / 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 AMBER SANDERS CAMPAIGN CHAIR 1.00 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 SCOTT DEMLER DIRECTOR 1.00 X 0 0 0 ANNIE HOBSON DIRECTOR 1.00 X 0 0 0 MAUREEN KIRSCHMANN 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 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 81470 0 22045 PAUL LOGLI EX-CEO 40.00 X 140453 0 16378 LINDA SANDQUIST VICE PRESIDENT 40.00 X 82229 0 22654 304152 0 61077 1 0 1 0 0 190950 2914667 3105617 72604 72604 1168314 876073 292241 292241 292241 MICELLANEOUS 900099 79964 79964 79964 3550426 79964 0 364845 1305473 1305473 285257 217526 32732 34999 631220 481343 72430 77447 31732 23127 2978 5627 105322 85503 13527 6292 134907 103124 15732 16051 28592 28592 53430 47942 2523 2965 20190 16192 2341 1657 59696 50817 3639 5240 4071 3451 212 408 56872 45251 5934 5687 4991 4255 224 512 10573 9216 485 872 INITIATIVES AND EVENTS 246046 246046 CAMPAIGN EXPENSE 159438 159438 BAD DEBT 115145 97895 5750 11500 EQUIPMENT REPAIR AND MA 62037 53652 3101 5284 47750 41742 2264 3744 3362742 2832555 192464 337723 X 110723 378817 3744301 980106 581797 662837 47037 47084 143299 123814 3024 19485 3091693 6347845 7578575 8436174 146939 182280 221056 287273 217503 229392 585498 698945 X 4226166 4698872 2766911 3038357 6993077 7737229 7578575 8436174 187684 556468 0 X X 0 1 X 1 0 X 4104420 3960755 3788591 5012524 3055567 19921857 4104420 3960755 3788591 5012524 3055567 19921857 145035 19776822 50051 62874 77028 90119 72604 352676 20274533 262543 0.97550 0.98460 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2486813 3377167 643114 135242 24007 6347845 2507169 108142 110711 17787 2486813 2494655 126233 96088 17631 2507169 2353419 208109 50397 16476 2494655 2173137 287745 91026 16437 2353419 0.53200 0.46800 1 0 143299 123814 19485 19485 PAYABLE TO OTHER ORGANIZATIONS 229392 229392 X 4078302 556468 556468 3521834 28592 28592 3550426 3334150 0 3334150 28592 28592 3362742 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, 2021 AND 2020. 1 ANGELIC ORGANICS LEARNING CENTER 1547 ROCKTON ROAD CALEDONIA IL 61011 364288904 501 (C) (3) 122496 PROGRAM SUPPORT ARC WINNEBAGO BOONE OGLE COUNTY 2820 MCFARLAND ROAD ROCKFORD IL 61107 362804806 501 (C) (3) 5000 PROGRAM SUPPORT BOYS & GIRLS CLUB OF ROCKFORD 1040 N SECOND STREET ROCKFORD IL 61107 362167840 501 (C) (3) 109731 PROGRAM SUPPORT BURPEE MUSEUM 737 N MAIN STREET ROCKFORD IL 61103 362045414 501 (C) (3) 12000 PROGRAM SUPPORT CARPENTER'S PLACE 1149 RAILROAD AVE ROCKFORD IL 61104 364352283 501 (C) (3) 5025 PROGRAM SUPPORT CATHOLIC CHARITIES (DIOCESE OF ROCKFORD) 555 COLEMAN CENTER DRIVE ROCKFORD IL 61108 362181998 501 (C) (3) 48050 PROGRAM SUPPORT CHILDREN'S HOME AID 424 7TH STREET ROCKFORD IL 61104 362167743 501 (C) (3) 30516 PROGRAM SUPPORT COURT APPPOINTED SPECIAL ADVOCATES (CASA)-15TH JUDICIAL COURT 113 SOUTH PEORIA DIXON IL 61021 363641086 501 (C) (3) 9078 PROGRAM SUPPORT COURT APPPOINTED SPECIAL ADVOCATES (CASA)-17TH JUDICIAL COURT 211 S COURT 258 ROCKFORD IL 61101 363598643 501 (C) (3) 62025 PROGRAM SUPPORT CRUSADER COMMUNITY HEALTH CLINIC 1200 WEST STATE STREET ROCKFORD IL 61102 237076080 501 (C) (3) 5000 PROGRAM SUPPORT DISCOVERY CENTER MUSEUM 711 NORTH MAIN STREET ROCKFORD IL 61103 363292135 501 (C) (3) 11680 PROGRAM SUPPORT FLAP 33 NORTH LASALLE STREET SUITE 900 CHICAGO IL 60602 364306362 501 (C) (3) 28000 PROGRAM SUPPORT FOCUS HOUSE 3279 HIGHWAY 251 NORTH ROCHELLE IL 61068 300285702 501 (C) (3) 16096 PROGRAM SUPPORT HOPE OF OGLE COUNTY PO BOX 131 ROCHELLE IL 61068 363304863 501 (C) (3) 25742 PROGRAM SUPPORT HUB CITY SENIOR CENTER 401 CHERRY AVE ROCHELLE IL 61068 363531683 501 (C) (3) 10000 PROGRAM SUPPORT JEREMIAH DEVELOPMENT 318 NORTH CHURCH STREET ROCKFORD IL 61101 263320538 501 (C) (3) 61992 PROGRAM SUPPORT LIAM 124 N WATER STREET SUITE 303 ROCKFORD IL 61107 814655973 501 (C) (3) 10000 PROGRAM SUPPORT LIFESCAPE COMMUNITY SERVICES 705 KILBURN AVE ROCKFORD IL 61101 363303361 501 (C) (3) 6641 PROGRAM SUPPORT LUTHERAN SOCIAL SERVICES 1901 1ST AVE STERLING IL 61081 362584799 501 (C) (3) 15872 PROGRAM SUPPORT MT MORRIS SENIOR CENTER 9 EAST FRONT STREET MOUNT MORRIS IL 61054 362938190 501 (C) (3) 5156 PROGRAM SUPPORT NEW ZION MISSIONARY BAPTIST 474 WEST RIVERSIDE BLVD ROCKFORD IL 61101 363156861 501 (C) (3) 5000 PROGRAM SUPPORT NICNE 8500 E STATE STREET ROCKFORD IL 61108 823303333 501 (C) (3) 81200 PROGRAM SUPPORT NORTHERN ILLINOIS FOOD BANK 273 DEARBORN COURT GENEVA IL 60134 362588247 501 (C) (3) 6990 PROGRAM SUPPORT NORTHWEST COMMUNITY CENTER 1325 NORTH JOHNSTON AVE ROCKFORD IL 61101 362588247 501 (C) (3) 67280 PROGRAM SUPPORT ROCHELLE CHRISTIAN FOOD 770 WEST LINCON AVE ROCHELLE IL 61068 363265265 501 (C) (3) 7000 PROGRAM SUPPORT ROCK RIVER CENTER 810 S 10TH STREET OREGON IL 61061 362882818 501 (C) (3) 17072 PROGRAM SUPPORT ROCK RIVER DEVELOPMENT PARTNERSHIP PO BOX 4244 ROCKFORD IL 61104 271153597 501 (C) (3) 9253 PROGRAM SUPPORT ROCKFORD AREA ARTS COUNCIL 713 EAST STATE STREET ROCKFORD IL 61104 237039197 501 (C) (3) 37025 PROGRAM SUPPORT ROCKFORD RESCUE MISSION 715 W STATE STREET ROCKFORD IL 61102 366132381 501 (C) (3) 5075 PROGRAM SUPPORT ROCKFORD SEXUAL ASSUALT COUNSELING 4990 EAST STATE STREET ROCKFORD IL 61108 362969015 501 (C) (3) 10099 PROGRAM SUPPORT ROCKFORD TODAY MULTICULTURAL NETWORK 2014 WISTERIA ROAD ROCKFORD IL 61107 831907001 501 (C) (3) 36900 PROGRAM SUPPORT SALVATION ARMY OF WINNEBAGO COUNTY PO BOX 4159 ROCKFORD IL 61110 362167910 501 (C) (3) 10210 PROGRAM SUPPORT SECOND CONGRETIONAL CHURCH 318 NORTH CHURCH STREET ROCKFORD IL 61101 362182151 501 (C) (3) 29401 PROGRAM SUPPORT SERENTITY HOSPICE & HOME 1658 S IL ROUTE 2 OREGON IL 61061 363286347 501 (C) (3) 11304 PROGRAM SUPPORT SHELTER CARE MINISTRIES 412 N CHURCH STREET ROCKFORD IL 61103 363374370 501 (C) (3) 9893 PROGRAM SUPPORT SHINING STAR CHILDREN'S ADVOCACY CENTER 215 EAST 1ST STREET SUITE 100 DIXON IL 61021 300135798 501 (C) (3) 11376 PROGRAM SUPPORT VILLAGE OF PROGRESS 710 S 13TH STREET OREGON IL 61061 362167910 501 (C) (3) 29246 PROGRAM SUPPORT YMCA OF ROCK RIVER VALLEY 220 Y BLVD ROCKFORD IL 61107 362174838 501 (C) (3) 37552 PROGRAM SUPPORT YOUNG LIFE 420 N CASCADE AVE COLORADO SPRINGS CO 80903 840385934 501 (C) (3) 38470 PROGRAM SUPPORT YOUTH SERVICES NETWORK 107 N 3RD STREET SUITE A ROCKFORD IL 61107 363297042 501 (C) (3) 75858 PROGRAM SUPPORT YWCA OF ROCKFORD 4990 E STATE STREET ROCKFORD IL 61108 362174839 501 (C) (3) 75500 PROGRAM SUPPORT ZION DEVELOPMENT CORPORATION 910 FIFTH AVE ROCKFORD IL 61104 363229794 501 (C) (3) 93669 DONOR DESIGNATIONS 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. X X X 0 0 0 0 0 0 0 0 0 PAUL LOGLI EX-CEO 140453 0 0 0 0 0 16378 0 0 0 156831 0 0 0 PART I, LINE 3 THE ORGANIZATION HAS A COMMITTEE THAT IS RESPONSIBLE FOR DETERMINING THE CEOS COMPENSATION. 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.