2021-06-08T15:56:55-05:00 2020-12-31 410746749 CLIFTONLARSONALLEN LLP 2200 RIVERSIDE DRIVE GREEN BAY WI 54301 990 2020-01-01 390806299 BROWN COUNTY UNITED WAY BROW 9204323393 PO BOX 1593 GREEN BAY WI 543051593 ROBYN DAVIS PRESIDENT/CEO 9204323393 2021-06-04 1 ROBYN DAVIS 999009999 WENDY MALLO P01250277 9204367800 2021-06-04 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z ROBYN DAVIS PO BOX 1593 GREEN BAY WI 543051593 3571916 0 X WWW.BROWNCOUNTYUNITEDWAY.ORG X 1925 WI TO HAVE AN INCLUSIVE COMMUNITY WHERE ALL INDIVIDUALS ARE ABLE TO MEET THEIR BASIC NEEDS AND HAVE EQUAL OPPORTUNITY FOR STABILITY IN THEIR HEALTH, EDUCATION, AND FINANCIAL WELL-BEING. 26 26 13 300 0 0 3294234 3402776 52892 24774 112394 108066 11617 5633 3471137 3541249 2191740 1711088 0 0 799614 832161 0 0 399228 392365 393221 3383719 2936470 87418 604779 4664169 5385259 742349 754630 3921820 4630629 X BROWN COUNTY UNITED WAY UNITES PEOPLE, IDEAS, AND RESOURCES TO CREATE COMMUNITY SOLUTIONS THAT STRENGTHEN EVERY PERSON AND EVERY COMMUNITY IN BROWN COUNTY. 1 0 1711088 1711088 24774 BROWN COUNTY UNITED WAY STRIVES FOR AN INCLUSIVE COMMUNITY WHERE EVERY PERSON IN OUR COMMUNITY IS ABLE TO MEET THEIR BASIC NEEDS AND HAVE EQUAL OPPORTUNITY FOR STABILITY IN THEIR HEALTH, EDUCATION, FINANCIAL WELL-BEING, AND CONNECTION TO COMMUNITY. 380319 PROGRAM INVESTMENT - INVESTMENTS IN DIRECT SERVICE PROGRAMS TO POSITIVELY IMPACT INDIVIDUALS. DURING 2020, OUR PROGRAM INVESTMENT PORTFOLIO INCLUDED 23 PROGRAMS VETTED THROUGH OUR PROGRAM INVESTMENT COUNCIL AND THE COMMUNITY INVESTMENT COMMITTEE, WHICH ARE COMPRISED OF VOLUNTEERS FROM ACROSS BROWN COUNTY. THESE PROGRAMS PROVIDED DIRECT ASSISTANCE TO MORE THAN 19,000 INDIVIDUALS IN OUR COMMUNITY, WITHIN THE PRIORITY INVESTMENT AREAS OF EDUCATION, HEALTH, FINANCIAL WELLBEING, AND CONNECTION TO COMMUNITY. UNITED WAY COMMUNITY INVESTMENT STAFF MEMBERS COORDINATED THE YEAR-ROUND WORK OF THE AFOREMENTIONED COMMITTEES AND PROVIDED OUTCOMES CONSULTING AND PROGRAM EVALUATION SUPPORT TO LOCAL PROGRAMS. 48167 IMPACT INITIATIVES AND ADVOCACY SOLUTIONS - IN THE AREA OF IMPACT INITIATIVES, WE ARE LEADING AND PARTNERING ON EFFORTS TO BRING ABOUT PHYSICAL AND SOCIAL ENVIRONMENT CHANGE TO IMPROVE COMMUNITY SYSTEMS. BEGINNING IN 2019, THE MAJORITY OF OUR IMPACT INITIATIVES BECAME "PLACE-BASED," FOCUSING PRIMARILY ON NEIGHBORHOODS. OUR CENTRAL OBJECTIVES ARE TO IMPROVE SOCIAL COHESION, GROWTH AND VITALITY THROUGH RESEARCH, EVIDENCE, COMMUNITY PARTNERSHIPS, AND THE VOICES OF RESIDENTS - HELPING TO ENSURE THAT NEIGHBORHOODS ARE PLACES WHERE PEOPLE CAN THRIVE. IN SUPPORT OF THIS WORK, DURING 2020 OUR COMMUNITY INVESTMENT STAFF ORGANIZED AND LED COMMUNITY BUILDING ACTIVITIES, VOLUNTEER PROJECTS, AND EVENTS; ORGANIZED COMMUNITY CONVERSATIONS; AND LAUNCHED A NEW NEIGHBORHOOD PARTNERSHIP GRANT PROGRAM. THE STAFF TEAM ALSO ORGANIZED TRAUMA-INFORMED CARE TRAININGS FOR HUMAN SERVICE PROVIDERS AND OTHER PARTNERS.WITH RESPECT TO ADVOCACY SOLUTIONS, OUR OBJECTIVE IS TO SEEK OUT THE VOICE OF THE COMMUNITY AND ADVOCATE FOR POLICY CHANGE. OUR VOICE OF ALICE RESEARCH, LAUNCHED IN 2019, CAPTURED THE LIVED EXPERIENCES OF INDIVIDUALS AND FAMILIES IN OUR COMMUNITY WHO ARE STRUGGLING TO MEET BASIC NEEDS. THEIR EXPERIENCES, COUPLED WITH ADDITIONAL QUALITATIVE AND QUANTITATIVE RESEARCH, IS SHAPING OUR NEW ADVOCACY AGENDA, WHICH IS UNDER DEVELOPMENT VIA OUR ADVOCACY COUNCIL. DURING 2020, COMMUNITY INVESTMENT STAFF AND THE ADVOCACY COUNCIL ORGANIZED TWO VIRTUAL "TOWN HALLS" RELATING TO COMMUNITY DATA DURING COVID-19 AND NONPROFIT SUSTAINABILITY, RESPECTIVELY. WE ALSO COFOUNDED THE FOX VALLEY REGIONAL CHILDCARE ALLIANCE, AND PARTICIPATE IN UNITED WAY NETWORK ADVOCACY EFFORTS AT STATE AND FEDERAL LEVELS. WE JOINED WELLO AND OTHER LOCAL ORGANIZATIONS IN DECLARING RACISM A PUBLIC HEALTH CRISIS. 136312 EMERGENCY RELIEF FUND - IN RESPONSE TO THE COVID-19 PANDEMIC, DURING 2020 WE ESTABLISHED AN EMERGENCY RESPONSE FUND, WHICH (TO DATE) HAS HELPED MORE THAN 15,000 PEOPLE THROUGH 44 GRANTS TO COMMUNITY ORGANIZATIONS. INFORMATION AND REFERRAL SERVICES - 2-1-1 IS A FREE, CONFIDENTIAL INFORMATION AND REFERRAL SERVICE THAT MADE MORE THAN 10,000 REFERRALS TO COMMUNITY RESOURCES IN 2020, INCLUDING BUT NOT LIMITED TO, PROVIDING ASSISTANCE RELATING TO SCHEDULING DIAGNOSTIC TESTS FOR COVID-19. A COMPREHENSIVE COMMUNITY RESOURCE DATABASE COMPRISED OF MORE THAN 2,000 RESOURCES WAS MAINTAINED BY BROWN COUNTY UNITED WAY 2-1-1 RESOURCE SPECIALISTS, IN COLLABORATION WITH THE AGING AND DISABILITY RESOURCE CENTER OF BROWN COUNTY AND THE CRISIS CENTER OF FAMILY SERVICES.2020 ACCOMPLISHMENTS IN PARTNERSHIP WITH THE GREATER GREEN BAY LABOR COUNCIL INCLUDED THE FOLLOWING: IN JANUARY, THE BLANKETING BROWN COUNTY DRIVE COLLECTED MORE THAN 2,600 BLANKETS FOR DISTRIBUTION TO BROWN COUNTY PROGRAMS. IN SEPTEMBER, THE DIAPER DRIVE COLLECTED THOUSANDS OF DIAPERS AND OTHER BABY ITEMS FOR LOW-INCOME FAMILIES (FIINAL NUMBER OF CORPORATE DONATIONS NOT YET AVAILABLE). THE LABOR DAY FOOD DRIVE COLLECTED ONE TON OF FOOD WHICH WAS GIVEN TO ST. JOHN THE EVANGELIST HOMELESS SHELTER.COMMUNITY INFORMATION SYSTEM - THE COMMUNITY INFORMATION SYSTEM (CIS) IS A MULTIDISCIPLINARY DATA SHARING ARCHITECTURE DESIGNED TO IMPROVE DECISION SUPPORT FOR POLICYMAKERS, CREATE EFECTIVE INTERAGENCY COORDINATION AND SUPPORT THE COMMUNITY. BROWN COUNTY UNITED WAY AND ACHIEVE BROWN COUNTY CO-OWN THE CIS VIA A STRATEGIC PARTNERSHIP ALLIANCE. 136312 2275886 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 0 0 0 0 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 1 1 0 13 1 0 0 0 0 0 0 0 0 0 1 0 0 0 X 26 26 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WI X X CHERYL CERRATO 9204323393 112 NORTH ADAMS STREET SUITE 201 GREEN BAY WI 54301 ADAM JACKSON CHAIR 1.50 X X 0 0 0 PAUL SPICER VICE CHAIR 1.50 X X 0 0 0 STEVE SCHMEISSER TREASURER/SECRETARY 1.50 X X 0 0 0 DENNIS GRUSNICK MEMBER 1.50 X 0 0 0 SCOTT HANSEN MEMBER 1.50 X 0 0 0 CHRISTIN DEPOUW MEMBER 0.50 X 0 0 0 ANTOINE FISHER MEMBER 0.50 X 0 0 0 MICHAEL GASICK MEMBER 0.50 X 0 0 0 MICHELLE HANSEN MEMBER 0.50 X 0 0 0 CHRISTOPHER HOWALD MEMBER 0.50 X 0 0 0 LISA JOSSART MEMBER 1.50 X 0 0 0 NATHAN KING MEMBER 0.50 X 0 0 0 KAREN LANCELLE MEMBER 0.50 X 0 0 0 TIMOTHY LAU MEMBER 1.50 X 0 0 0 STEVE MCFARLANE MEMBER 1.50 X 0 0 0 DOUGLAS MUELLER MEMBER 0.50 X 0 0 0 STEVE MURLEY MEMBER 0.50 X 0 0 0 EDWARD POLICY MEMBER 0.50 X 0 0 0 JIM RIDDERBUSH MEMBER 0.50 X 0 0 0 BRIAN RUSSO MEMBER 0.50 X 0 0 0 JENNIFER SCHWITZER MEMBER 0.50 X 0 0 0 BRIAN STENZEL MEMBER 0.50 X 0 0 0 THOMAS VANDENBERG MEMBER 0.50 X 0 0 0 ERIN VAN ZEELAND MEMBER 0.50 X 0 0 0 PAUL WOCHINSKE MEMBER 0.50 X 0 0 0 JODY WILMET MEMBER 0.50 X 0 0 0 CHERYL CERRATO CHIEF FINANCIAL OFFICER 40.00 X 60642 0 34993 ROBYN DAVIS PRESIDENT/CEO 40.00 X 122986 0 24142 183628 0 59135 1 0 0 0 0 8171 8276 3386329 44207 3402776 SERVICE FEES 900099 24774 24774 24774 60193 60193 76324 27962 489 48362 -489 47873 47873 3056 8171 2216 840 840 MISCELLANEOUS INCOME 900099 4793 4793 4793 3541249 24774 0 113699 1711088 1711088 242763 53408 143084 46271 459622 265719 20812 173091 31610 17285 1697 12628 50366 30634 19732 47800 22533 9768 15499 12390 12390 15987 15987 83737 70137 7487 6113 21593 21593 129258 49082 20398 59778 47108 21939 7989 17180 810 329 78 403 2981 1121 1301 559 56192 26359 9195 20638 894 647 247 9091 4340 1421 3330 MEMBERSHIP DUES 2432 243 1856 333 AWARDS 1195 1195 9553 1022 7893 638 2936470 2275886 261356 399228 X 449716 595252 949873 1405741 980464 921672 14357 3370 17641 22902 46577 45019 1162 1558 1788180 1953907 438830 458970 23946 21887 4664169 5385259 742349 604830 0 149800 742349 754630 X 1760338 2331509 2161482 2299120 3921820 4630629 4664169 5385259 604779 104030 0 X X 0 1 X 1 0 X 4072034 3862000 3509920 3294234 3402776 18140964 4072034 3862000 3509920 3294234 3402776 18140964 736936 17404028 62994 73012 81695 76291 60193 354185 1708 -304 1882 5038 840 9164 568 4126 6377 6579 4793 22443 18526756 292384 0.93940 0.94990 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2016 AMOUNT: $ 568. 2017 AMOUNT: $ 4,126. 2018 AMOUNT: $ 6,377. 2019 AMOUNT: $ 6,579. 2020 AMOUNT: $ 4,793. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 290462 15792 10238 296016 260777 39771 10086 290462 298231 -27136 10318 260777 271256 84 37074 10183 298231 263847 17300 9891 271256 0.33800 0.23790 0.42410 0 0 46577 45019 1558 1558 BENEFICIAL INTEREST IN ASSETS HELD BY COMMUNITY FOUNDATION 296016 F BENEFICIAL INTEREST IN IRREVOCABLE TRUST 162954 F 458970 REFUNDABLE ADVANCE 149800 149800 X 3412605 104030 7357 2216 113603 3299002 15987 226260 242247 3541249 2703796 7357 2216 9573 2694223 15987 226260 242247 2936470 PART V, LINE 4: TO SUPPORT COMMUNITY NEEDS AND ORGANIZATIONAL SUPPORT EXPENSES, WHILE HONORING DONOR RESTRICTIONS, IF ANY, CONSISTENT WITH THE UNITED WAY TAX EXEMPT PURPOSE. PART X, LINE 2: BROWN COUNTY UNITED WAY IS ORGANIZED AS A WISCONSIN NONPROFIT CORPORATION AND HAS BEEN RECOGNIZED BY THE IRS AS EXEMPT FROM FEDERAL INCOME TAXES UNDER INTERNAL REVENUE CODE (IRC) SECTION 501(A) AS AN ORGANIZATION DESCRIBED IN IRC SECTION 501(C)(3), QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER IRC SECTION 170(B)(1)(A), AND HAS BEEN DETERMINED NOT TO BE A PRIVATE FOUNDATION UNDER IRC SECTION 509(A)(3). WE ARE ANNUALLY REQUIRED TO FILE A RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990) WITH THE IRS. IN ADDITION, WE ARE SUBJECT TO INCOME TAX ON NET INCOME THAT IS DERIVED FROM BUSINESS ACTIVITIES THAT ARE UNRELATED TO OUR EXEMPT PURPOSES. WE HAVE DETERMINED THAT WE ARE NOT SUBJECT TO UNRELATED BUSINESS INCOME TAX AND HAVE NOT FILED AN EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURN (FORM 990-T) WITH THE IRS. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES REPORTED IN REVENUES 2,216. PART XI, LINE 4B - OTHER ADJUSTMENTS: AMOUNTS RAISED ON BEHALF OF OTHERS 226,260. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES REPORTED IN REVENUES 2,216. PART XII, LINE 4B - OTHER ADJUSTMENTS: AMOUNTS RAISED ON BEHALF OF OTHERS 226,260. 1 FOUNDATIONS HEALTH AND WHOLENESS 1601 WEST MASON STREET GREEN BAY WI 54303 391047205 501(C)(3) 29360 PROGRAM SUPPORT ASPIRO 1673 DOUSMAN AVENUE GREEN BAY WI 54303 390987024 501(C)(3) 41758 PROGRAM SUPPORT BIG BROTHERS BIG SISTERS OF NORTHEAST WISCONSIN 1345 WEST MASON STREET 210 GREEN BAY WI 54303 391274696 501(C)(3) 72768 PROGRAM SUPPORT BOYS AND GIRLS CLUB OF GREEN BAY 311 SOUTH ONEIDA STREET GREEN BAY WI 54303 396102943 501(C)(3) 93855 PROGRAM SUPPORT CASA OF BROWN COUNTY 414 EAST WALNUT STREET SUITE 281 GREEN BAY WI 54301 200476117 501(C)(3) 38981 PROGRAM SUPPORT CATHOLIC CHARITIES OF THE DIOCESE OF GREEN BAY INC 1825 RIVERSIDE DRIVE GREEN BAY WI 54301 390808438 501(C)(3) 96149 PROGRAM SUPPORT CURATIVE CONNECTION 2900 CURRY LANE GREEN BAY WI 54308 390806435 501(C)(3) 38995 PROGRAM SUPPORT ENCOMPASS EARLY EDUCATION AND CARE 1300 BELLEVUE STREET GREEN BAY WI 54303 390824004 501(C)(3) 151141 PROGRAM SUPPORT FAMILY AND CHILDCARE RESOURCES OF NEW 201 WEST WALNUT STREET SUITE F GREEN BAY WI 54303 263004541 501(C)(3) 20866 PROGRAM SUPPORT FAMILY SERVICES OF NORTHEAST WISCONSIN 300 CROOK STREET GREEN BAY WI 54301 390827320 501(C)(3) 186416 PROGRAM SUPPORT GOLDEN HOUSE 1120 UNIVERSITY AVENUE GREEN BAY WI 54302 391342659 501(C)(3) 76526 PROGRAM SUPPORT GREEN BAY PUBLIC SCHOOLS - STARFISH PROGRAM 200 SOUTH BROADWAY GREEN BAY WI 54303 396002329 501(C)(3) 10386 PROGRAM SUPPORT HOUSE OF HOPE 1660 CHRISTIANA STREET GREEN BAY WI 54303 391708805 501(C)(3) 49464 PROGRAM SUPPORT LEGAL ACTION OF WISCONSIN 201 WEST WALNUT STREET SUITE 203 GREEN BAY WI 54303 391077192 501(C)(3) 36260 PROGRAM SUPPORT LITERACY GREEN BAY 424 SOUTH MONROE STREET GREEN BAY WI 54301 391383597 501(C)(3) 46121 PROGRAM SUPPORT NEW COMMUNITY CLINIC 622 BODART STREET GREEN BAY WI 54301 391200636 501(C)(3) 123700 PROGRAM SUPPORT NEW COMMUNITY SHELTER 301 MATHER STREET GREEN BAY WI 54303 391787059 501(C)(3) 53574 PROGRAM SUPPORT SALVATION ARMY OF BROWN COUNTY 1315 LIME KILN ROAD GREEN BAY WI 54311 390806899 501(C)(3) 59231 PROGRAM SUPPORT OTHER UNITED WAYS AND OTHER ORGANIZATIONS VARIOUS GREEN BAY WI 54301 999999999 501(C)(3) 485537 PROGRAM SUPPORT 18 0 PART I, LINE 2: QUALIFICATION ASSESSMENTS ARE DONE BEFORE THE GRANTS ARE ISSUED. EACH GRANT WILL HAVE ANNUAL OUTCOME MEASUREMENTS TO INSURE PROGRAM RESULTS. X 1 21887 FAIR MARKET VALUE X PRINTING AND ADVERTISING 2 20225 FAIR MARKET VALUE X RAFFLE ITEMS AND OTHER SUPPLIES 5 2095 FAIR MARKET VALUE 0 1 0 FORM 990, PART III, LINE 2 DURING 2020 WE ESTABLISHED AN EMERGENCY RESPONSE FUND FORM 990, PART VI, SECTION B, LINE 11B THE TREASURER WILL PRESENT THE 990 TO THE EXECUTIVE COMMITTEE ALONG WITH THE BOARD OF DIRECTORS FOR EXPLANATION. FORM 990, PART VI, SECTION B, LINE 12C THE BROWN COUNTY UNITED WAY REQUIRES THAT ALL EMPLOYEES, BOARD MEMBERS AND KEY VOLUNTEERS SIGN THE CONFLICT OF INTEREST POLICY ON A YEARLY BASIS. IF ANY CONFLICTS ARISE, THEY WILL BE BROUGHT TO THE EXECUTIVE COMMITTEE FOR FURTHER REVIEW AND ACTION. FORM 990, PART VI, SECTION B, LINE 15 THE CEO'S COMPENSATION IS DETERMINED AFTER THE ANNUAL REVIEW. THE EXECUTIVE COMMITTEE WILL DETERMINE THE COMPENSATION AMOUNT BASED ON THE RESULTS OF THE ANNUAL REVIEW. THIS FIGURE WILL BE FORWARDED TO THE BOARD OF DIRECTORS FOR APPROVAL. ALL OTHER OFFICERS COMPENSATION WILL BE DETERMINED AFTER THEIR ANNUAL REVIEWS BY THE CEO. THE CEO WILL THEN BRING THIS AMOUNT TO THE EXECUTIVE COMMITTEE FOR APPROVAL. 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 ON OUR WEBSITE AT WWW.BROWNCOUNTYUNITEDWAY.ORG, AND ALSO FURNISHED UPON PHONE OR MAIL REQUEST. FORM 990, PART XII, LINE 2C THE AUDIT OVERSIGHT PROCESS AND THE PROCESS TO SELECT AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED DURING THE TAX YEAR.