2021-11-23T13:39:22-06:00 2021-06-30 390974031 WEGNER CPAS LLP 2921 LANDMARK PL STE 300 MADISON WI 537134236 990 2020-07-01 390806285 UNITED WAY OF KENOSHA COUNTY INC UNIT 2626584104 5500 6TH AVE NO 210 KENOSHA WI 531403710 CAROLYNN FRIESCH CHIEF EXECUTIVE OFFICER 2626584104 2021-11-22 1 CAROLYNN FRIESCH 999009999 JENNY TARKOWSKI CPA P00634290 6082744020 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z CAROLYNN FRIESCH 5500 6TH AVE NO 210 KENOSHA WI 531403710 1299788 0 X WWW.KENOSHAUNITEDWAY.ORG X 1959 WI THE MISSION OF UNITED WAY OF KENOSHA COUNTY IS TO MOBILIZE THE CARING POWER OF COMMUNITY TO ADVANCE THE COMMON GOOD. 15 15 12 2790 0 0 1204543 1275023 40138 15551 12674 2050 6936 5411 1264291 1298035 421615 273684 0 0 606432 462393 0 0 52651 148670 179395 1176717 915472 87574 382563 2026522 2293138 183479 67532 1843043 2225606 X THE MISSION OF UNITED WAY OF KENOSHA COUNTY IS TO MOBILIZE THE CARING POWER OF COMMUNITY TO ADVANCE THE COMMON GOOD. 0 0 338554 230950 2104 COMMUNITY IMPACT - AT UNITED WAY OF KENOSHA COUNTY (HENCEFORTH KNOWN AS UWKC), WE BELIEVE IN THE POWER OF MAXIMIZING COMMUNITY IMPACT BY MOBILIZING THE CARING POWER OF INDIVIDUALS AND WORKING IN CONCERT WITH LOCAL AGENCY PARTNERS TO MAKE A CRITICAL DIFFERENCE IN OUR COMMUNITY. WE ENVISION A COMMUNITY WHERE ALL INDIVIDUALS AND FAMILIES ACHIEVE THEIR FULL POTENTIAL THROUGH EDUCATION, FINANCIAL STABILITY, AND HEALTHY LIVES. UWKC IMPACTS INDIVIDUALS AND FAMILIES IN OUR LOCAL COMMUNITY BY INVESTING IN A VARIETY OF LOCAL, STATE, NATIONAL UNITED WAY INITIATIVES, AS WELL AS VARIOUS PROGRAMS AT OUR PARTNER PROVIDER AGENCIES. THESE COMBINED EFFORTS PROVIDE COMMUNITY SOLUTIONS AND DELIVER MEASURABLE RESULTS. DURING COVID-19, UWKC ESTABLISHED OUR COVID-19 RELIEF FUND, DISTRIBUTING OVER $140,000 TO LOCAL NONPROFITS WHO CONTINUED TO PROVIDE DIRECT RELIEF TO VULNERABLE COMMUNITY MEMBERS. SEE PAGE 44 FOR CONTINUATIONUWKC IS GUIDED BY DIVERSE GROUPS OF VOLUNTEERS WHO ARE RESPONSIBLE FOR GOVERNANCE, OVERSEEING OPERATIONS AND THE ANNUAL COMMUNITY INVESTMENT PROCESS. THE KEY FOCUS AREAS FOR UWKC, BOTH LOCALLY AND NATIONALLY ARE EDUCATION, FINANCIAL STABILITY, AND HEALTH. UWKC ADDRESSES THESE AREAS IN THE FOLLOWING WAYS:EDUCATIONHELPING CHILDREN AND YOUTH ACHIEVE THEIR POTENTIALGOALS:- CHILDREN/YOUTH IMPROVE ACADEMIC ACHIEVEMENT.- CHILDREN/YOUTH DEMONSTRATE POSITIVE ENGAGEMENT AT SCHOOL AND IN THEIR COMMUNITY.EDUCATION IS THE CORNERSTONE OF INDIVIDUAL AND COMMUNITY SUCCESS. STRONG, PRODUCTIVE COMMUNITIES ARE DEPENDENT UPON SKILLED WORKFORCE THAT CAN COMPETE IN A GLOBAL ECONOMY. BUT WITH MORE THAN 1.2 MILLION CHILDREN DROPPING OUT EACH YEAR, AMERICA FACES AN EDUCATION CRISIS. WHAT IS THE COST OF THIS ALARMING TREND? THE ANSWER, MORE THAN $312 BILLION IN LOST WAGES, TAXES AND PRODUCTIVITY OVER THEIR LIFETIMES. THESE TRENDS ARE REVERSIBLE, BUT ONLY WHEN COMMUNITIES AND PUBLIC, PRIVATE AND NONPROFIT SECTORS WORK TOGETHER.UWKC WORKS TO ACHIEVE EDUCATION GOALS BY TAKING A LEADERSHIP ROLE IN:KENOSHA COUNTY YOUTH AS RESOURCES (YAR)KENOSHA COUNTY YOUTH AS RESOURCES (YAR) IS A GRANT-GIVING PROGRAM WHICH FUNDS YOUTH-DESIGNED, YOUTH-LED COMMUNITY SERVICE PROJECTS IN KENOSHA COUNTY. YOUTH, WITH GUIDANCE FROM ADULTS, DETERMINE THE PROJECTS THEY BELIEVE WILL ADDRESS A NEED IN THEIR COMMUNITY. YOUTH GROUPS MAY APPLY TO YAR FOR SMALL GRANTS OF UP TO $500 WHICH MAY BE USED TO PURCHASE SUPPLIES FOR A PROJECT BUT MAY NOT BE USED TO PAY FOR VOLUNTEER TIME. THE YAR BOARD READS ALL APPLICATIONS AND INVITES YOUTH GROUPS TO PRESENT THEIR PROPOSALS DIRECTLY TO THE BOARD.YAR WAS DEVELOPED OUT OF A NEED - A NEED TO MAKE THE YOUTH OF KENOSHA COUNTY FEEL MORE CONNECTED TO THEIR COMMUNITY. ACCORDING TO RESULTS FROM A 2010 SEARCH INSTITUTE SURVEY OF KENOSHA COUNTY YOUTH, ONLY 27% FEEL THAT THEY ARE GIVEN USEFUL ROLES IN THE COMMUNITY. AN EVEN LOWER 25% OF YOUTH FEEL THAT ADULTS VALUE THEM. YAR IS A PROGRAM OF UWKC IN PARTNERSHIP WITH KENOSHA COUNTY UNIVERSITY OF WISCONSIN - EXTENSION.DURING THE 2020-21 PROGRAM YEAR, DUE TO COVID-19 PANDEMIC, YAR WAS SUSPENDED FOR THE SEASON. SINCE ITS INCEPTION, THE KENOSHA YAR PROGRAM HAS FUNDED OVER 200 GRANTS, DISTRIBUTED OVER $73,000 AND HAD ROUGHLY 8,500 YOUTH PARTICIPANTS. READERS ARE LEADERS EVENTEACH YEAR AS PART OF THE NATIONAL "READ ACROSS AMERICA" EVENT THAT CELEBRATES THE BIRTHDAY OF DR. SEUSS IN MARCH, UWKC ORGANIZES "READERS ARE LEADERS" TO SHARE THE JOY OF READING WITH LOCAL ELEMENTARY SCHOOL STUDENTS. IN 2020, DUE TO COVID-19 PANDEMIC, UNITED WAY OF KENOSHA COUNTY WAS NOT ABLE TO HOLD THIS EVENT.READERS ARE LEADERS TUTORING PROGRAMTHE READERS ARE LEADERS TUTORING PROGRAM IS AN EARLY GRADE READING INITIATIVE THAT HELPS CHILDREN BUILD THE CRITICAL READING SKILLS NEEDED TO SUCCEED IN SCHOOL AND LIFE. THROUGH THIS TUTORING PROGRAM, UWKC RECRUITS, TRAINS, AND PLACES COMMUNITY VOLUNTEERS IN LOCAL SCHOOLS. THE TUTOR WORKS ONE-ON-ONE WITH KINDERGARTEN THROUGH THIRD GRADE STUDENTS DURING THE SCHOOL DAY TO SUPPLEMENT THE WORK THEY ARE DOING IN THE CLASSROOM.DURING THE 2020-21 SCHOOL YEAR; DUE TO COVID-19 PANDEMIC, THE PROGRAM WAS SUSPENDED FOR THE SCHOOL YEAR. SINCE THE PROGRAM BEGAN, TUTORS HAVE GIVEN OVER 9,000 HOURS TO HELP CHILDREN BUILD CRITICAL SKILLS FOR READING PROFICIENCY.ADDITIONALLY, THROUGH A VOLUNTEER-LED REVIEW PROCESS, UWKC INVESTS IN PROGRAMS SUCH AS:- BOYS AND GIRLS CLUB YOUTH EMPOWERMENT PROGRAM- KENOSHA LITERACY COUNCIL LITERACY FOR LIFE ADULT LITERACY EDUCATION PROGRAM- KENOSHA ACHIEVEMENT CENTER EARLY INTERVENTION PROGRAM- KENOSHA YMCA LINCOLN MIDDLE SCHOOL TEENSHEALTHIMPROVING PEOPLE'S HEALTHGOALS: - INDIVIDUALS DEMONSTRATE SKILLS FOR HEALTHY LIVING.- INDIVIDUALS ACCESS HEALTH AND SAFETY RESOURCES.GOOD HEALTH IS BOTH A COMMUNITY RESPONSIBILITY AND A COMMUNITY BENEFIT. IT GOES BEYOND PERSONAL DIET, EXERCISE, AND MANY OTHER INDIVIDUAL CHOICES WE MAKE. THE FOUNDATION FOR A HEALTHY LIFE IS IN THE NEIGHBORHOODS WE BUILD AND THE ENVIRONMENTS WE INHABIT. WHEN PEOPLE HAVE ACCESS TO PARKS, BIKE PATHS, SAFE PLAYGROUNDS, HEALTHY FOODS, AND GOOD MEDICAL CARE, THEY ARE MORE LIKELY TO SUCCEED IN SCHOOL, WORK, AND LIFE. UWKC IS WORKING TO ENSURE EVERYONE HAS ACCESS TO AFFORDABLE AND QUALITY CARE AND PARTNERS WITH AGENCIES TO PROVIDE HELP TO THOSE WITHOUT HEALTH INSURANCE, A VICTIM OF ABUSE OR SOMEONE STRUGGLING WITH MENTAL ILLNESS OR AN ADDICTION.UWKC WORKS TO ACHIEVE HEALTH GOALS BY TAKING A LEADERSHIP ROLE IN:SINGLECARE (FORMERLY FAMILYWIZE) DISCOUNT PRESCRIPTION PROGRAMNEARLY 1,000 UNITED WAYS ARE PARTNERED WITH SINGLECARE (FORMERLY FAMILYWIZE) IN ALL 50 STATES TO LOWER THE COST OF MEDICINE BY DISTRIBUTING FREE FAMILYWIZE PRESCRIPTION DRUG DISCOUNT CARDS. THESE FREE DISCOUNT CARDS ARE FOR ALL EMPLOYEES, AS WELL AS THEIR FAMILY, FRIENDS, AND NEIGHBORS IN OUR COMMUNITY AND ACROSS THE COUNTRY. THE DISCOUNT CARD DOES NOT MAKE THE MEDICINE FREE, BUT WITH SAVINGS UP TO 75%, IT IS REAL HELP, RIGHT NOW.IN 2020 THE SINGLECARE PRESCRIPTION PROGRAM HELPED 1,549 PEOPLE IN KENOSHA COUNTY SAVE $195,881 FOR AN AVERAGE SAVINGS OF 47%. SINCE LAUNCHING THE FAMILYWIZE PRESCRIPTION PROGRAM IN 2007 KENOSHA COUNTY - IT HELPED OVER 20,000 PEOPLE HAVE SAVE OVER $2.6 MILLION. HEALTH RESOURCES UNITED WAY OF KENOSHA COUNTY WORKS IN PARTNERSHIP WITH MULTIPLE COMMUNITY PARTNERS TO SHARE THE RESOURCES AVAILABLE IN OUR COMMUNITY: CLINIC INFORMATION, FLU INFORMATION, MENTAL HEALTH RESOURCES, ENVIRONMENTAL HEALTH SERVICES, SUICIDE PREVENTION, COUNSELING SERVICES AND AFFORDABLE CARE ACT INFORMATION IN KENOSHA COUNTY AND FAMILY AND CHILD HEALTH PROGRAMS (PRENATAL CARE COORDINATION, SAFE SLEEP, WIC, CAR SEAT SAFETY). ADDITIONALLY, THROUGH A VOLUNTEER-LED REVIEW PROCESS, UWKC INVESTS IN PROGRAMS SUCH AS:- CATHOLIC CHARITIES BEHAVIORAL HEALTH AND COUNSELING SERVICES- CHILDREN'S HOSPITAL - COMMUNITY SERVICES CHILD AND FAMILY COUNSELING PROGRAM- FOCUS ON COMMUNITY'S S.C.A.N. PROGRAM (STOP CHILD ABUSE AND NEGLECT)- KENOSHA AREA FAMILY & AGING SERVICES' MEALS ON WHEELS PROGRAM- KENOSHA HUMAN DEVELOPMENT SERVICES' JUVENILE CRISIS INTERVENTION- RACINE KENOSHA COMMUNITY ACTION AGENCY SENIOR VEGGIE VOUCHER PROGRAM- THE SHARING CENTER NUTRITIONAL PROGRAM- WOMEN AND CHILDREN'S HORIZONS' LEGAL ADVOCACY AND CHILDREN'S SERVICES- KENOSHA YMCA SAFETY AROUND WATER & LIVESTRONGFINANCIAL STABILITYHELPING FAMILIES SAVE FOR THEIR FUTUREGOALS:- INDIVIDUALS IMPROVE LIVING AND EMPLOYABILITY SKILLS- INDIVIDUALS DEMONSTRATE MANAGEMENT AND ACQUISITION OF ASSETSAPPROXIMATELY ONE-THIRD OF WORKING AMERICANS DO NOT EARN ENOUGH MONEY TO MEET THEIR BASIC NEEDS. WAGES HAVE NOT KEPT PACE WITH THE RISING COST OF HOUSING, HEALTHCARE, AND EDUCATION. CURRENTLY, 40 MILLION AMERICANS ARE WORKING IN LOW-PAYING JOBS WITHOUT BASIC HEALTH AND RETIREMENT BENEFITS. FOR FAMILIES WALKING A FINANCIAL TIGHTROPE, UNABLE TO SAVE FOR COLLEGE, A HOME, OR RETIREMENT, UWKC IS HERE TO HELP.UWKC WORKS TO ACHIEVE INCOME GOALS BY TAKING A LEADERSHIP ROLE IN:VOLUNTEER INCOME TAX ASSISTANCE PROGRAM (VITA)IN AN EFFORT TO PROMOTE FINANCIAL STABILITY AND ASSET BUILDING IN OUR COMMUNITY, THE KENOSHA VITA COALITION (UWKC, THE KENOSHA COUNTY JOB CENTER, GATEWAY TECHNICAL COLLEGE, CARTHAGE COLLEGE AND THE IRS) TOGETHER WITH IRS-CERTIFIED VOLUNTEERS ARE PROVIDING FREE INCOME TAX PREPARATION ASSISTANCE TO LOW-TO-MODERATE INCOME FAMILIES. 336238 0 15551 BUILDING OUR FUTURE IS AN EDUCATIONAL "CRADLE TO CAREER" INITIATIVE THAT REQUIRES COMMUNITIES TO WORK COLLECTIVELY TO IDENTIFY AREAS OF WEAKNESS, MARSHAL RESOURCES TO SOLVE PROBLEMS, AND USE DATA TO DRIVE ACTION AND DECISION MAKING THAT WILL LEAD TO IMPROVED OUTCOMES FOR STUDENTS OF ALL AGES. UWKC ACTS AS THE FINANCIAL BACKBONE AND FISCAL SPONSOR OF BUILDING OUR FUTURE. 27734 27734 3307 WE PROCESSED $27,734 IN DONOR-DESIGNATED FUNDS. DONOR DESIGNATED FUNDS ARE CONTRIBUTIONS SPECIFICALLY DIRECTED BY THE DONOR TO BE FORWARDED TO OTHER NONPROFIT ORGANIZATIONS, SO UNITED WAY ACTS SIMPLY AS AN AGENT THAT COLLECTS, PROCESSES AND DISBURSES THE FUNDS. WE PROVIDE THIS SERVICE AS A CONVENIENCE TO OUR DONORS. DESIGNATED AGENCIES MUST COMPLETE AND RETURN AN ANTI-TERRORIST COMPLIANCE MEASURES FORM AND A COPY OF THEIR IRS DETERMINATION LETTER MUST BE ON FILE IN ORDER FOR THEM TO RECEIVE FUNDS DESIGNATED TO THEM BY UWKC DONORS DURING OUR ANNUAL FUNDRAISING CAMPAIGN. 19028 15000 0 COMMUNITY SERVICES AND VOLUNTEERISMIN ADDITION TO LEADING INITIATIVES AND SUPPORTING PROGRAMS THROUGH THE INVESTMENT PROCESS, UWKC PLAYS A ROLE IN ENSURING THAT COMMUNITY MEMBERS ARE ALSO ABLE TO UTILIZE THEIR TIME AND TALENTS TO MAKE A DIFFERENCE. WE DO SO IN THE FOLLOWING WAYS: VOLUNTEER CONVENORUWKC IS COMMITTED TO HELPING KENOSHA COUNTY RESIDENTS FIND ALTERNATIVE WAYS OF GIVING IN THE COMMUNITY. UWKC UTILIZES VOLUNTEERS THROUGHOUT THE ORGANIZATION AND VALUES AND REALIZES HOW IMPORTANT THE GIFT OF TIME CAN BE TO ANY NON-PROFIT ORGANIZATION. IN 2018 UNITED WAY LAUNCHED FLIPCAUSE, A WEB-BASED PLATFORM THAT ALLOWS AGENCIES TO POST VOLUNTEER OPPORTUNITIES, IN-KIND NEEDS, EMPLOYMENT OPPORTUNITIES AND UPCOMING EVENTS. IT IS A PLACE WHERE INDIVIDUALS AND FAMILIES CAN EASILY SEARCH AND FIND OPPORTUNITIES TO UTILIZE THEIR INDIVIDUAL TALENTS AND MEET THEIR INTERESTS. SINCE THE WEBSITE WENT PUBLIC, OVER 80 LOCAL AGENCIES/ORGANIZATIONS HAVE REGISTERED TO POST VOLUNTEER OPPORTUNITIES, AND OVER 500 COMMUNITY MEMBERS HAVE SIGNED UP THROUGH THE WEBSITE.IN ADDITION TO FOSTERING YEAR-ROUND VOLUNTEERISM THROUGH FLIPCAUSE, UWKC ORGANIZES SEVERAL VOLUNTEER EFFORTS THROUGHOUT EACH YEAR TO HELP CONNECT INDIVIDUALS AND EMPLOYEES WITH THE LOCAL COMMUNITY AND LOCAL NONPROFIT ORGANIZATIONS.DAYS OF CARINGCORPORATE PARTNERS OR VOLUNTEER TEAMS ARE CONNECTED WITH LOCAL NONPROFIT ORGANIZATIONS TO ASSIST IN VOLUNTEER OPPORTUNITIES THAT RANGE FROM WORKING WITH SENIORS, TO PAINTING OR LANDSCAPING. DUE TO THE PANDEMIC, DAYS OF CARING WAS SUSPENDED FOR 2020-21. DAYS OF ACTION - PLAYGROUND POWER-UP PROJECTSTHIS PROJECT BRINGS COMMUNITY VOLUNTEERS TO KENOSHA COUNTY SCHOOLS THROUGHOUT THE SUMMER MONTHS TO ADD BOTH EDUCATIONAL COMPONENTS AND ACTION STENCILS TO PROMOTE PHYSICAL ACTIVITY. CREATED IN PARTNERSHIP WITH FUEL UP TO PLAY60, THE STENCILS THAT VOLUNTEERS PAINT INSPIRE KIDS TO LEARN AND MOVE WHILE CREATING GAMES AROUND THE STENCILS. RESEARCH FINDS THAT ELEMENTARY SCHOOL CHILDREN SPEND MORE OF THEIR RECESS AND ACTIVITY TIME IN ACTIVE PLAY WHEN SCHOOLYARDS ARE ENHANCED WITH PLAYGROUND MARKINGS. TWO SCHOOL PLAYGROUNDS WERE COMPLETED DURING 2019-20 WITH 30 VOLUNTEERS PARTICIPATING. DUE TO THE PANDEMIC, DAYS OF ACTION WAS SUSPENDED FOR 2020-21. COMMUNITY SERVICESUWKC IS ACTIVELY ENGAGED WITH THE KENOSHA EMERGENCY SERVICES NETWORK TO STAY UP TO DATE ON THE SERVICES AVAILABLE IN THE COUNTY AND ACTS AS A REFERRAL SOURCE TO MANY NEEDING HELP IN OUR COMMUNITY. UWKC ALSO FUNDS IMPACT, INC.'S 2-1-1 CONFIDENTIAL HELPLINE AND ONLINE RESOURCE DIRECTORY.COMMUNITY CONVENERONE POWERFUL THING ABOUT UWKC IS THE RELATIONSHIPS WITH LOCAL BUSINESSES, EDUCATION, FAITH AND COMMUNITY-BASED ORGANIZATIONS, PHILANTHROPIC INSTITUTIONS, CIVIC LEADERS, LOCAL GOVERNMENT AND INSTITUTIONS. 19028 15000 0 721554 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 12 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 WI X X CAROLYNN FRIESCH 2626584104 5500 6TH AVE STE 210 KENOSHA WI 531403710 JP MORAN DIRECTOR/PRESIDENT THRU MARCH 1.00 X 0 0 0 JEFF HILL TREASURER 1.00 X X 0 0 0 PATRICIA DEMOS CIC CHAIR 1.00 X X 0 0 0 KIMBERLIE GOLDSBERRY PHD DIRECTOR/AUDIT CHAIR 1.00 X X 0 0 0 PETE SINSKY DIRECTOR THRU MARCH 1.00 X 0 0 0 JERRY HARRIED DIRECTOR 1.00 X 0 0 0 JORDANIA LEON-JORDON DIRECTOR 1.00 X 0 0 0 VICTORIA ALIA DIRECTOR 1.00 X 0 0 0 NIKKI PAYNE DIRECTOR 1.00 X 0 0 0 NICHOLAS SMITH PRESIDENT STARTING MARCH 1.00 X X 0 0 0 TERRI WRUCK DIRECTOR 1.00 X 0 0 0 NINA TAYLOR SECRETARY STARTING MARCH 1.00 X X 0 0 0 JAKE JONES DIRECTOR THRU MARCH 1.00 X 0 0 0 ROB HOGAN DIRECTOR 1.00 X 0 0 0 JACQUELINE MORRIS DIRECTOR 1.00 X 0 0 0 CHRIS TERRY DIRECTOR/SECRETARY THRU MARCH 1.00 X 0 0 0 HEATHER IVERSON DIRECTOR 1.00 X 0 0 0 DEZARREA JOHNSON-KINDLE DIRECTOR 1.00 X 0 0 0 SHERRY WESTHOFF FINANCE MANAGER 29.00 X 40566 0 2811 TARA PANASEWICZ CHIEF EXECUTIVE OFFICER THRU JAN 40.00 X 79052 0 11408 CAROLYNN FRIESCH CHIEF EXECUTIVE OFFICER STARTED MAY 40.00 X 0 0 0 119618 0 14219 0 0 0 0 0 131119 1143904 1275023 BIRTH-8 NETWORK FACILI 900099 15551 15551 15551 2050 2050 3857 1753 2104 2104 COST RECOVERY FEES 900099 2493 2493 SERVICE FEES 900099 814 814 3307 1298035 20962 0 2050 X 273684 273684 105727 31085 51187 23455 294011 254051 27403 12557 31957 28141 2617 1199 30698 21684 6210 2804 14019 14019 65111 43370 21541 200 6568 4346 884 1338 15040 9474 3997 1569 21959 10934 5565 5460 32100 23833 5669 2598 500 500 1663 1188 475 7110 5279 1256 575 734 734 3073 2281 543 249 COMMUNITY EVENTS 9391 9391 DUES 2127 1579 376 172 915472 721554 141267 52651 760 369 1796622 2110027 217117 164831 1554 17 9612 17771 28124 28001 857 123 2026522 2293138 67201 67392 29278 140 87000 0 183479 67532 X 345169 465589 1497874 1760017 1843043 2225606 2026522 2293138 382563 0 X 0 1 X 1 0 X 1050298 1282344 1048990 1204543 1275023 5861198 1050298 1282344 1048990 1204543 1275023 5861198 841162 5020036 2796 7612 16901 12674 2050 42033 5903231 136776 0.85040 0.85080 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5512 5512 0 14678 14555 123 7934 7934 0 123 1275703 19200 19200 1256503 41532 41532 1298035 893140 19200 1753 20953 872187 43285 43285 915472 PART XI, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATIONS 27,734. BIRTH-8 NETWORK FACILITATION 15,551. COST OF GOODS SOLD REPORTED ON FORM 990, PART VIII, LINE 10B -1,753. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD REPORTED ON FORM 990, PART VIII, LINE 10B 1,753. PART XII, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATIONS 27,734. BIRTH-8 NETWORK FACILITATION 15,551. 1 CATHOLIC CHARITIES OF THE ARCHDIOCESE OF MILWAUKEE INC 3501 S LAKE DR MILWAUKEE WI 532350900 390806321 501(C)(3) 9750 (DD)(G)-BEHAVIORAL HEALTH AND COUNSELING SERVICES PROGRAM, COVID-19 GRANT CHILDREN'S SERVICE SOCIETY OF WISCONSIN 620 S 76TH ST STE 120 MILWAUKEE WI 532141599 390806380 501(C)(3) 15800 (G)-CHILD AND FAMILY COUNSELING PROGRAM, COVID-19 GRANT FOCUS ON FAMILY 510 COLLEGE AVENUE RACINE WI 534031058 391369356 501(C)(3) 7500 (G)-S.C.A.N. - STOP CHILD ABUSE AND NEGLECT KENOSHA ACHIEVEMENT CENTER INC 1218 79TH ST KENOSHA WI 531436111 391399101 501(C)(3) 9109 (DD)(G)-EARLY INTERVENTION, COVID-19 GRANT KENOSHA AREA FAMILY AND AGING SERVICES INC 7730 SHERIDAN RD KENOSHA WI 531431518 391132382 501(C)(3) 14175 (DD)(G)-MEALS ON WHEELS PROGRAM, COVID-19 GRANT KENOSHA HUMAN DEVELOPMENT SERVICES INC 5407 8TH AVE KENOSHA WI 531403715 391200678 501(C)(3) 40885 (DD)(G)-TRANSITIONAL HOUSING FOR HOMELESS YOUTH AND ADULTS AND JUVENILE CRISIS INTERVENTION PROGRAMS, COVID-19 GRANT KENOSHA LITERACY COUNCIL INC 2419 63RD ST KENOSHA WI 531434331 391601969 501(C)(3) 17675 (G)-LITERACY FOR ADULTS PROGRAM, COVID-19 GRANT SHALOM CENTER OF INTERFAITH HUMAN CONCERNS NETWORK OF KENOSHA COUNTY INC 4314 39TH AVE KENOSHA WI 531441962 391480124 501(C)(3) 31345 (DD)(G)-HOMELESS SHELTER, COVID-19 GRANT WOMEN AND CHILDREN'S HORIZONS INC 2525 63RD ST KENOSHA WI 531434333 391278299 501(C)(3) 30435 (DD)(G)-CHILDREN'S SERVICES & LEGAL ADVOCACY PROGRAMS, COVID-19 GRANT KENOSHA YMCA 7101 53RD ST KENOSHA WI 531447848 390826296 501(C)(3) 8700 (G)-LEARN TO SWIM/SAFETY AROUND WATER, LINCOLN MS TEENS, AND LIVESTRONG PROGRAMS, COVID-19 GRANT BOYS AND GIRLS CLUB KENOSHA 1130 52ND ST KENOSHA WI 531403715 391732935 501(C)(3) 12405 (DD)(G)-YOUTH EMPOWERMENT, COVID-19 GRANT SHARING CENTER INC 25700 WILMOT RD TREVOR WI 531799215 391502706 501(C)(3) 12455 (DD)(G)-NUTRITION PROGRAM, COVID-19 GRANT RACINE VOCATIONAL MINISTRY 214 SEVENTH ST RACINE WI 534031219 710894219 501(C)(3) 7950 (G)-VOCATIONAL MINISTRY, COVID-19 GRANT IMPACT ALCOHOL AND OTHER DRUGS 6737 W WASHINGTON ST STE 2225 MILWAUKEE WI 532141599 390988784 501(C)(3) 15000 (G)-211 PROGRAM 14 0 PART I, LINE 2: UNDER THE COMMUNITY IMPACT MODEL, PROGRAMS SEEKING FUNDING MUST SUPPORT UNITED WAY OF KENOSHA COUNTY'S (UWKC) OBJECTIVES AND OUTCOMES WITHIN ONE OF THE THREE FOCUS AREAS, PARTICIPATE IN A SITE VISIT, COMPLETE A MID-YEAR AND YEAR-END REPORT ON PROGRAM RESULTS THROUGH OUTCOME-BASED MEASUREMENT AND ADDRESS AN IDENTIFIED PRIORITY NEED OR ISSUE IN THE COMMUNITY. AGENCIES THAT WISH TO APPLY FOR PROGRAM FUNDING THROUGH UWKC WILL BE EXPECTED TO SUBMIT ALL REQUIRED DOCUMENTATION. ALL PROGRAMS RECEIVING FUNDING FROM UWKC ARE EXPECTED TO ABIDE BY THE SAME REQUIREMENTS AND SIGN A PARTNER PROVIDER STATEMENT OF AGREEMENT. FOR FUNDING CONSIDERATION, AS A FIRST STEP THE FOLLOWING MUST BE MET: AGENCY CRITERIA - AN AGENCY MUST BE AN IRS-CERTIFIED 501(C)(3) HEALTH AND HUMAN SERVICE PROVIDER AND A STATE LICENSED ORGANIZATION THAT SERVES PEOPLE OF KENOSHA COUNTY IN WISCONSIN. - AN AGENCY MUST HAVE WRITTEN BY-LAWS AND A COMMUNITY BASED BOARD OF DIRECTORS, OR LOCAL ADVISORY COMMITTEE OF AT LEAST 5 MEMBERS OR MORE THAT MEETS AT LEAST QUARTERLY. - AN AGENCY MUST COMPLY WITH AUDIT REQUIREMENTS STATED IN UWKC POLICIES. - THE FOLLOWING DOCUMENTATION IS REQUIRED AND MUST BE ON FILE WITH UWKC: - AGENCY CONSTITUTION OR BY-LAWS - ARTICLES OF INCORPORATION - ANTI-TERRORIST COMPLIANCE MEASURES FORM - COPY OF IRS DETERMINATION LETTER - COPY OF "CHARITABLE ORGANIZATION LICENSE - MOST CURRENT IRS FORM 990 - COPY OF MOST RECENT AUDIT - OPERATION BUDGET FOR THE MOST CURRENT FISCAL YEAR - AGENCY BOARD-APPROVED POLICIES FOR EQUAL OPPORTUNITY - CURRENT LIST OF THE BOD PROGRAM CRITERIA - THE PROGRAM'S ABILITY TO MEET CRITICAL COMMUNITY NEEDS IN EDUCATION, INCOME AND HEALTH AS IDENTIFIED BY UWKC. - THE ALIGNMENT OF PROGRAM OUTCOMES TO THE FOCUS AREA OUTCOMES AND OBJECTIVES AS THEY RELATE TO UWKC FOCUS AREA OUTCOMES AND OBJECTIVES. - THE SUCCESS OF THE PROGRAM IN ACHIEVING ITS OUTCOME(S) AND INDICATOR(S) RELATED TO UWKC TARGET OUTCOMES. - THE ABILITY OF PARTNER PROVIDER REPRESENTATIVES TO CLEARLY COMMUNICATE PROGRAM RESULTS. - THE INTEGRITY OF THE PARTNER PROVIDER'S FINANCIAL MANAGEMENT. REPORTING REQUIREMENTS: (THE FOLLOWING REPORTING REQUIREMENTS MUST BE FOLLOWED IN ORDER TO RECEIVE FUNDING. NON-COMPLIANCE MAY RESULT IN FUNDS BEING WITHHELD AND STATEMENT OF AGREEMENT TERMINATED): A. THE PARTNER PROVIDER AGREES TO PROVIDE REQUIRED MID-YEAR AND YEAR-END PROGRAM REPORTS PERTAINING TO THE PROVISION OF SERVICES, CLIENT DEMOGRAPHICS, OUTCOMES AND ALL OTHER REQUIRED INFORMATION. THESE REPORTS WILL BE DUE ANNUALLY ON FEBRUARY 1ST AND AUGUST 1ST. B. THE PARTNER PROVIDER FURTHER AGREES TO ADDRESS ANY CONCERNS AND MEET ANY CONDITIONS OF FUNDING SET FORTH BY UNITED WAY BY THE REQUIRED TIMELINES. C. THE PARTNER PROVIDER OR FISCAL AGENT MUST HAVE AN AUDIT COMPLETED ANNUALLY BY A CERTIFIED PUBLIC ACCOUNTANT. (A FINANCIAL REVIEW MAY BE ACCEPTED IN LIEU OF AN AUDIT ONLY WITH PRIOR APPROVAL GRANTED BY THE COMMUNITY INVESTMENT COMMITTEE.) THE AUDIT WITH THE MANAGEMENT LETTER MUST BE SUBMITTED TO UWKC NO MORE THAN SIX MONTHS AFTER THE CLOSE OF THE AGENCY'S FISCAL YEAR. IF NO MANAGEMENT LETTER IS INCLUDED IN THE AUDIT, THE PARTNER PROVIDER'S BOARD OFFICER OR AUDITOR MUST NOTIFY UNITED WAY IN WRITING THAT NO LETTER WAS INCLUDED. UWKC RESERVES THE RIGHT UNDER SPECIAL CIRCUMSTANCES TO REQUIRE A FULL DISCLOSURE AUDIT. D. AT THE TIME OF APPLYING, THE PARTNER PROVIDER SHALL PRESENT A PROGRAM BUDGET THAT HAS BEEN PREPARED AND APPROVED BY ITS BOARD OF DIRECTORS OR GOVERNING BODY. THE PROGRAM BUDGET SUMMARY FORM AND BUDGET NARRATIVE MUST BE COMPLETED AS PART OF THE FUNDING APPLICATION. E. THE PARTNER PROVIDER SHALL OBTAIN PRIOR APPROVAL FROM UWKC FOR SIGNIFICANT CHANGES IN PROGRAM DIRECTION, LEVELS OF SERVICE AND CLIENT GROUPS FOR PROGRAMS RECEIVING UWKC SUPPORT. FAILURE TO DO SO MAY RESULT IN IMMEDIATE LOSS OF FUNDING. PART II, LINE 1, COLUMN (H): (DD) - DONOR DESIGNATED PLEDGES REPORTED IN COLUMN (H) ARE UNRESTRICTED GRANTS MADE TO AN AGENCY AT THE DIRECTION OF THE DONOR(S) IN SUPPORT OF GENERAL OPERATING COSTS. (G) - UWKC GRANT FUNDING. PART II: GRANTS AND OTHER ASSISTANCE TO GOVERNMENTS AND ORGANIZATIONS $5,000 OR LESS AND THEREFORE NOT REPORTED SEPARATELY ON SCHEDULE I, PART II WERE $40,500 CASH GRANTS. FORM 990, PART VI, SECTION A, LINE 6 EVERY INVIDIVIAL LIVING IN, OR FIRM OR CORPORATION AS ESTABLISHED BY THE STATE OF WISCONSIN DOING BUSINESS IN, THE CITY OR COUNTY OF KENOSHA WHO IS A CONTRIBUTOR OF MONIES, GOODS OR SERVICES TO THIS CORPORATION AND THE SPOUSE OF SUCH PERSON, SHALL BE DESIGNATED AS A MEMBER OF THE CORPORATION FOR A PERIOD OF ONE YEAR FOLLOWING THAT CONTRIBUTION, PROVIDING THAT SUBSCRIPTION IS NOT IN DEFAULT. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS OF THE ORGANIZATION HAVE THE RIGHT TO ELECT THE MEMBERS OF THE GOVERNING BODY AT THE ORGANIZATION'S ANNUAL MEETING. FORM 990, PART VI, SECTION B, LINE 11B THE PREPARED FORM 990 IS REVIEWED BY THE FINANCE MANAGER, CHIEF EXECUTIVE OFFICER, AUDIT COMMITTEE, AND THE GOVERNING BODY BEFORE THE RETURN IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY ALL DIRECTORS AND OFFICERS COMPLETE AND SIGN A STATEMENT THAT PROVIDES INFORMATION REGARDING THEIR INTERESTS AND THOSE OF THEIR FAMILY MEMBERS THAT COULD GIVE RISE TO CONFLICTS. THE MEMBERS OF THE GOVERNING BODY 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 MEMBERS OF THE CEO SEARCH COMMITTEE DETERMINED THE CHIEF EXECUTIVE OFFICER'S COMPENSATION USING DATA ON COMPENSATION PAID BY COMPARABLE ORGANIZATIONS IN SIMILAR COMMUNITIES FOR SIMILAR SERVICES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC UPON REQUEST. THE ORGANIZATION'S AUDITED FINANCIAL STATEMENTS AND IRS FORM 990 ARE AVAILABLE TO THE PUBLIC ON THE ORGANIZATION'S WEBSITE AND UPON REQUEST. FORM 990, PART IX: 2020 OVERHEAD CALCULATION: ($141,267+$52,651)/$1,298,035=14.9% OVERHEAD RATIO CALCULATION FORM 990, PART IX, LINE 25, COLUMN (C) (MANAGEMENT AND GENERAL EXPENSES)+COLUMN (D) (FUNDRAISING EXPENSES)/FORM 990, PART VIII, LINE 12, COLUMN (A) (TOTAL REVENUE) NOTE: OVERHEAD CALCULATION WAS TAKEN FROM "IMPLEMENTATION STANDARDS FOR MEMBERSHIP REQUIREMENT A: TAX EXEMPT STATUS AND IRS FORM 990 REPORTING REQUIREMENTS" DATED SEPTEMBER 2008, REVISED MAY 2011 AND ISSUED BY UNITED WAY WORLDWIDE. FORM 990, PART IX: PROGRAM GOALS: - TO HELP LOW-TO-MODERATE INCOME FAMILIES (UP TO $57,000) WITH TAX PREPARATION. TAXPAYERS ARE ASSISTED WITH RECEIVING TAX CREDITS SUCH AS THE EARNED INCOME TAX CREDIT (EITC), A COMMONLY OVERLOOKED CREDIT THAT MAY ADD MORE THAN A MONTH'S WORTH OF SALARY TO THE INDIVIDUAL OR FAMILY'S ANNUAL INCOME. - TO PROVIDE FINANCIAL LITERACY EDUCATION TO KENOSHA COUNTY RESIDENTS TO PROMOTE SELF-SUFFICIENCY THROUGH WEALTH BUILDING AND DEBT-REDUCTION OUTREACH PROGRAMS FOR THOSE OUTSIDE THE FINANCIAL MAINSTREAM. ASSETS GIVE PEOPLE A STAKE IN THEIR FUTURE AND IN THEIR COMMUNITY. IN 2021 (THE 2020 TAX SEASON) THE KENOSHA COUNTY VITA PROGRAM ENGAGED 35 INDIVIDUALS AS TAX PREPARERS, HELPED 913 RESIDENTS FILE TAX RETURNS AND OBTAIN OVER $1.6 MILLION IN REFUNDS. SINCE THE PROGRAM'S INCEPTION IN 2009, MORE THAN $19.75 MILLION HAS BEEN RECEIVED BACK INTO OUR COMMUNITY. FINANCIAL EDUCATION NETWORK SINCE 2013, THE FINANCIAL EDUCATION NETWORK (FEN), A UWKC LEAD INITIATIVE HAS PROMOTED A MORE FINANCIALLY STABLE KENOSHA COUNTY THROUGH COLLABORATION OF NON-PROFIT, BUSINESS, HEALTH, EDUCATION, GOVERNMENT AND FAITH-BASED SECTORS; THE FEN HOPES TO CREATE A ONE-STOP-SHOP FOR KENOSHA COUNTY RESIDENTS TO ACCESS RESOURCES ON FINANCIAL EDUCATION. CURRENTLY MORE THAN 30 ORGANIZATIONS REPRESENTING A VARIETY OF SECTORS ARE INVOLVED IN THE NETWORK. ADDITIONALLY, THROUGH A VOLUNTEER-LED REVIEW PROCESS, UWKC INVESTS IN PROGRAMS SUCH AS: - KENOSHA HUMAN DEVELOPMENT SERVICES TRANSITIONAL HOUSING FOR HOMELESS YOUTH - KENOSHA KENOSHA LITERACY COUNCIL'S LITERACY FOR LIFE - SHALOM CENTER HOMELESS SHELTER - KENOSHA VOCATIONAL MINISTRY