2022-11-13T11:37:05-06:00 2022-06-30 390974031 WEGNER CPAS LLP 2921 LANDMARK PL STE 300 MADISON WI 537134236 990 2021-07-01 237281696 UNITED WAY OF WASHINGTON COUNTY INC UNIT 2623383821 PO BOX 304 WEST BEND WI 530950304 CARRIE KASUBASKI TREASURER 2623383821 2022-11-11 1 CARRIE KASUBASKI 999009999 JENNY TARKOWSKI CPA P00634290 6082744020 2022-11-11 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z KRISTIN BRANDNER PO BOX 304 WEST BEND WI 530950304 1771017 0 X WWW.UNITEDWAYOFWASHINGTONCOUNTY.ORG X 1936 WI TO IMPROVE LIVES AND COMMUNITY CONDITIONS IN MEASURABLE AND LASTING WAYS. 15 15 6 226 0 0 1714614 1681452 0 0 2918 534 83111 69493 1800643 1751479 1053750 1127258 0 0 311432 357856 0 0 290153 203234 264252 1568416 1749366 232227 2113 1605685 1606302 503276 517986 1102409 1088316 MOBILIZE THE CARING POWER OF WASHINGTON COUNTY TO IMPROVE LIVES AND COMMUNITY CONDITIONS IN MEASURABLE AND LASTING WAYS. 0 0 950000 950000 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. 353686 177258 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. MENTAL HEALTH HAS BEEN IDENTIFIED AS A TOP LOCAL NEED. UNITED WAY IS FUNDING TWO NEW PROGRAMS FOCUSED ON YOUTH TO INCREASE ACCESS TO COUNSELING AND GROUP SESSION SERVICES. 1303686 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 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 16 0 6 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 15 15 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 KRISTIN BRANDNER CHIEF EXECUTIVE OFFICER 40.00 X 114818 0 213 SHELLY WAALA PRESIDENT 2.00 X X 0 0 0 DAVE UELMEN VICE PRESIDENT 2.00 X X 0 0 0 SANDRA GIERNOTH SECRETARY 2.00 X X 0 0 0 CARRIE KASUBASKI TREASURER 2.00 X X 0 0 0 TOM HOPP PRESIDENT (THRU FEB 2022) 2.00 X X 0 0 0 DAN BARANEK DIRECTOR 1.00 X 0 0 0 JULIE DISCOLL DIRECTOR 1.00 X 0 0 0 JULIE GEYER DIRECTOR 1.00 X 0 0 0 SUE GUTJAHR DIRECTOR 1.00 X 0 0 0 PRUDY PICK HWAY DIRECTOR 1.00 X 0 0 0 DOMINIC LADD DIRECTOR 1.00 X 0 0 0 RIC LEITHEISER DIRECTOR 1.00 X 0 0 0 HAILEY NENONEN 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 ROB HUETHER DIRECTOR (THRU FEB 2022) 1.00 X 0 0 0 RYAN KELLY DIRECTOR (THRU FEB 2022) 1.00 X 0 0 0 DEB PIETSCH DIRECTOR (THRU FEB 2022) 1.00 X 0 0 0 NICOLE PRETRE DIRECTOR (THRU JUNE 2022) 1.00 X 0 0 0 TIFFANY ELSAYED DIRECTOR (THRU AUG 2021) 1.00 X 0 0 0 114818 0 213 1 0 0 0 0 71974 6440 1603038 7860 1681452 534 534 13170 13908 -738 -738 -738 21003 6440 5630 15373 15373 RECOVERY OF BAD DEBT 900099 51006 51006 3852 3852 54858 1751479 0 0 70027 1127258 1127258 117055 29264 29264 58527 205519 92401 37004 76114 9645 3638 1981 4026 25637 9669 5267 10701 3105 3105 22010 22010 28570 7200 15199 6171 9216 2003 7213 39875 4232 6645 28998 23973 8879 4954 10140 42981 3929 19479 19573 2506 928 518 1060 15756 2195 1225 12336 81 81 4439 939 2427 1073 CAMPAIGN SUPPLIES 41055 41055 DUES AND SUBSCRIPTIONS 29213 10820 6037 12356 1472 331 331 810 1749366 1303686 155527 290153 50 50 1109145 1166624 265809 240615 13550 8922 18747 9168 0 9579 217131 180512 1605685 1606302 34690 26286 461786 488939 6800 1500 0 1261 503276 517986 X 1102409 1088316 1102409 1088316 1605685 1606302 X 2113 -16206 X 0 1 X 1 0 X 1548376 1820431 1615698 1714614 1681452 8380571 1548376 1820431 1615698 1714614 1681452 8380571 518843 7861728 24597 27032 25271 26543 13704 117147 4438 10631 15069 8512787 167641 0.92350 0.93120 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 124527 10 124537 112211 12316 124527 111707 504 112211 110771 475 461 111707 110338 175 258 110771 1.00000 0.00000 0.00000 0 0 18747 9168 9579 9579 BENEFICIAL INTEREST IN REMAINDER TRUST 165271 FAMILIES FIRST CORONAVIRUS RESPONSE ACT REFUNDABLE CREDIT RECEIVABLE 13088 SECURITY DEPOSIT 2153 180512 ACCRUED RENT 1261 1261 1605596 4433 -164224 -159791 1765387 -13908 -13908 1751479 1619689 4433 -134110 -129677 1749366 0 1749366 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 -16,206. DONOR DESIGNATIONS -148,018. PART XI, LINE 4B - OTHER ADJUSTMENTS: DIRECT EXPENSES REPORTED ON FORM 990, PART VIII, LINE 6B -13,908. PART XII, LINE 2D - OTHER ADJUSTMENTS: DONOR DESIGNATIONS -148,018. DIRECT EXPENSES REPORTED ON FORM 990, PART VIII, LINE 6B 13,908. GOLF OUTING 27443 6440 21003 4916 590 124 27443 6440 21003 4916 590 124 5630 15373 1 4C FOR CHILDREN INC 2376 W WASHINGTON ST WEST BEND WI 53095 391151791 501(C)(3) 20000 0 GENERAL USE AMERICAN NATIONAL RED CROSS 819 SCHOENHAAR DRIVE WEST BEND WI 53090 530196605 501(C)(3) 10000 0 GENERAL USE BIG BROTHERS BIG SISTERS OF WASHINGTON COUNTY 103 N MAIN S WEST BEND WI 53095 391214215 501(C)(3) 75000 0 GENERAL USE BOYS AND GIRLS CLUBS OF WASHINGTON COUNTY 925 N SILVERBROOK DR WEST BEND WI 53090 391773689 501(C)(3) 130000 0 GENERAL USE CASA GUADALUPE EDUCATION CENTER 479 N MAIN ST WEST BEND WI 53090 204483105 501(C)(3) 50500 0 GENERAL USE FAMILY SERVICE ASSOCIATION OF SHEBOYGAN INC 1930 NORTH 8TH STREET SHEBOYGAN WI 53081 390808501 501(C)(3) 10000 0 GENERAL USE ELEVATE INC PO BOX 632 WEST BEND WI 53095 391256286 501(C)(3) 98560 0 GENERAL USE FAMILY PROMISE OF WASHINGTON COUNTY 724 ELM ST WEST BEND WI 53095 270740203 501(C)(3) 110000 0 GENERAL USE FRIENDS INC PO BOX 117 WEST BEND WI 53095 391308555 501(C)(3) 94000 0 GENERAL USE FULL SHELF FOOD PANTRY 231 MUNICIPAL DRIVE WEST BEND WI 53095 391716270 501(C)(3) 20000 0 GENERAL USE INTERFAITH CAREGIVERS OF WASHINGTON COUNTY PO BOX 1143 WEST BEND WI 53095 020657722 501(C)(3) 73000 0 GENERAL USE KETTLE MORAINE YMCA 1111 Y DR WEST BEND WI 53095 391175559 501(C)(3) 37200 0 GENERAL USE NAMI WASHINGTON COUNTY INC 2030 STONEBRIDGE RD WEST BEND WI 53095 391950573 501(C)(3) 15900 0 GENERAL USE SENIOR CITIZENS ACTIVITIES INC 2378 W WASHINGTON ST STE A WEST BEND WI 53095 391091440 501(C)(3) 12000 0 GENERAL USE THE THRESHOLD INC 600 ROLFS AVE WEST BEND WI 53095 391102430 501(C)(3) 108840 0 GENERAL USE THE YOUTH FAMILY PROJECT INC 630 ELM ST WEST BEND WI 53095 510149160 501(C)(3) 25000 0 GENERAL USE FORWARD CAREERS (FKA AS W-O-W WORKFORCE DEVELOPMENT) 2200 GREENTREE RD WEST BEND WI 53090 391657328 501(C)(3) 10000 0 GENERAL USE ALBRECHT FREE CLINIC PO BOX 632 WEST BEND WI 53095 391839654 501(C)(3) 30000 0 GENERAL USE EASTER SEALS SOUTHEAST WISCONSIN INC 2222 S 114TH STREET WEST ALLIS WI 53227 390816849 501(C)(3) 10000 0 GENERAL USE LAKESHORE REGIONAL CHILD ADVOCACY CENTER 134 S FOSTER DRIVE SAUKVILLE WI 53080 371829968 501(C)(3) 10000 0 GENERAL USE 20 0 PART I, LINE 2: GRANT FUNDS ARE PROVIDED TO LOCAL AGENCIES TO SUPPPORT 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 CEO 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 -16,206.