2021-11-15T13:01:28-06:00 2020-12-31 390912608 HAWKINS ASH CPAS LLP ONE EAST WALDO BOULEVARD SUITE 5 MANITOWOC WI 542202912 990 2020-01-01 391099039 UNITED WAY MANITOWOC COUNTY INC UNIT 9206828888 21 EAST WALDO BLVD MANITOWOC WI 54220 ASHLEY BENDER EXECUTIVE DIRECTOR 9206828888 2021-11-12 1 ASHLEY BENDER XXX-XX-XXXX JEFFREY DVORACHEK P00964591 9206847128 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z ASHLEY BENDER 21 EAST WALDO BLVD MANITOWOC WI 54220 385294 0 X WWW.UNITEDWAYMANITOWOCCOUNTY.ORG X 1930 WI UNITED WAY MANITOWOC COUNTY ENVISIONS A COMMUNITY WHERE ALL PEOPLE ACHIEVE THEIR HUMAN POTENTIAL THROUGH EDUCATION, FINANCIAL WELL-BEING, AND HEALTHY LIVES THE BUILDING BLOCKS FOR A GOOD QUALITY OF LIFE. UNITED WAY'S MISSION IS TO IMPROVE LIVES BY MOBILIZING THE CARING POWER OF COMMUNITIES TO ADVANCE THE COMMON GOOD. UNITED WAY MANITOWOC COUNTY'S MOST SIGNIFICANT ACTIVITIES INCLUDE VOLUNTEER ENGAGEMENT, ISSUE-FOCUSED FUNDRAISING AND GRANT MAKING, AND ADVOCACY.ANALYSIS OF LOCAL DATA AND COMMUNITY CONVERSATIONS TAUGHT US THAT SIGNIFICANT GAPS EXISTS AROUND FOUR CRITICAL SOCIAL ISSUES, AND WHEN IGNORED OR UNDER RESOURCED, HAS NEGATIVE IMPLICATIONS FOR A GOOD QUALITY OF LIFE. AS A RESULT, UNITED WAY MANITOWOC COUNTY'S BOARD OF DIRECTORS VOTED TO ADDRESS THE FOLLOWING COMPLEX COUNTY-WIDE CONCERNS USING AN ISSUE-FOCUSED BUSINESS MODEL: VOLUNTEER ENGAGEMENT, YOUTH SOCIAL AND EMOTIONAL WELL BEING, BASIC NEEDS, AND EARLY CONNECTIONS AND LITERACY. 6 6 4 105 0 0 270478 340601 3000 0 31722 44617 -327 -2405 304873 382813 15047 103589 0 0 196922 180661 0 0 26700 81702 84094 293671 368344 11202 14469 1251302 1355457 21803 22242 1229499 1333215 X UNITED WAY MANITOWOC COUNTY ENVISIONS A COMMUNITY WHERE ALL PEOPLE ACHIEVE THEIR HUMAN POTENTIAL THROUGH EDUCATION, FINANCIAL WELL-BEING, AND HEALTHY LIVES THE BUILDING BLOCKS FOR A GOOD QUALITY OF LIFE. UNITED WAY'S MISSION IS TO IMPROVE LIVES BY MOBILIZING THE CARING POWER OF COMMUNITIES TO ADVANCE THE COMMON GOOD. 0 0 69432 UNITED WAY MANITOWOC COUNTY PROVIDES PROGRAMS AND SERVICES THAT CONNECT PEOPLE TO RESOURCES AND SUPPORTS FOCUSED ON EDUCATION, FINANCIAL WELL-BEING, AND HEALTH THE BUILDING BLOCKS FOR A GOOD QUALITY OF LIFE. OUR PROGRAMS AND SERVICES INCLUDE 211, FAMILYWIZE, BORN LEARNING TRAILS AND BORN LEARNING ACADEMY, AND TAX ASSISTANCE SERVICES. 52074 UNITED WAY MANITOWOC COUNTY'S VOLUNTEER CONNECTION CENTER SERVES AS A CENTRAL HUB FOR VOLUNTEER ENGAGEMENT. INDIVIDUALS, GROUPS, AND BUSINESSES CAN ACCESS AND UTILIZE OUR VOLUNTEER CENTER TO CONNECT WITH LOCAL NONPROFITS THROUGH A WIDE VARIETY OF VOLUNTEER OPPORTUNITIES. ADDITIONALLY, UNITED WAY MANITOWOC COUNTY PROVIDES VOLUNTEER ENGAGEMENT CONSULTATION TO LOCAL NONPROFITS, AND WE PARTNER WITH BUSINESS LOOKING TO GROW THEIR CORPORATE SOCIAL RESPONSIBILITY GOALS. 43808 103589 UNITED WAY MANITOWOC COUNTY INVESTS IN FOUR COMMUNITY PRIORITIES AIMED AT IMPROVING CRITICAL SOCIAL PROBLEMS. UNITED WAY ALONG WITH THEIR PARTNERS TACKLE THESE COMPLEX ISSUES THROUGH RELATIONSHIP BUILDING, RESOURCE DEVELOPMENT, AND GRANT MAKING. ISSUE-FOCUSED AGENDAS ARE DEVELOPED IN COLLABORATION WITH THE COMMUNITY, HELPING UNITED WAY, THEIR STAKEHOLDERS AND THEIR PARTNERS ADDRESS THE FOLLOWING ISSUES AND CREATE SYSTEMS CHANGE. 165314 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 0 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 1 4 1 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WI X X ASHLEY BENDER 9206828888 21 EAST WALDO BLVD MANITOWOC WI 54220 MICHAEL YEH BOARD MEMBER 1.30 X 0 0 0 KIM ROONEY BOARD CHAIR 1.30 X X 0 0 0 JUSTIN HERMAN BOARD MEMBER 1.30 X 0 0 0 MATRICIA PATTERSON BOARD MEMBER 1.30 X 0 0 0 SHEILA SCHETTER FORMER BOARD CHAIR (THROUGH NOV 2020) 1.30 X 0 0 0 JONATHAN BURNS TREASURER 2.50 X 0 0 0 ASHLEY BENDER EXECUTIVE DIRECTOR/SECRETA 45.00 X 61500 0 6455 61500 0 6455 0 0 0 0 0 3000 38413 299188 75 340601 17126 17126 27491 0 27491 27491 27491 0 3000 2481 -2481 -2481 SERVICE FEE REVENUE 900099 76 76 76 382813 76 0 42136 103589 103589 61500 61500 90400 41013 32678 16709 14929 4031 9256 1642 1335 360 828 147 12497 3374 7748 1375 9050 9050 4114 4114 8378 6825 1553 2370 640 1470 260 10860 2932 6732 1196 20976 5664 13005 2307 44 12 27 5 303 82 188 33 3155 852 1956 347 7288 1968 4519 801 2952 797 1830 325 BAD DEBT EXPENSE 14604 14604 368344 165314 176330 26700 52492 62659 223524 226017 68095 65239 3961 2416 99587 89027 17849 10560 885381 988566 1251302 1355457 18398 10178 3405 12064 21803 22242 X 1024809 1094707 204690 238508 1229499 1333215 1251302 1355457 14469 94609 -5362 0 X 1 X 0 0 0 X 728499 337848 332232 270478 302601 1971658 728499 337848 332232 270478 302601 1971658 40655 1931003 19161 181072 20050 23404 17126 260813 3616 2908 6767 254 76 13621 2246092 20814 0.85970 0.89260 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 889512 137744 29700 4114 993442 753314 1133 139015 3950 889512 802990 2998 -48824 3850 753314 639924 55000 114634 6568 802990 600744 45020 5840 639924 0.92120 0.06390 0.01490 1 0 12131 6140 5991 87456 82887 4569 10560 CERTIFICATE OF DEPOSIT 55000 C BENEFICIAL INTEREST IN COMMUNITY FOUNDATION 933566 F 988566 X PART X, LINE 2: U.S. GAAP REQUIRES MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY A TAXING AUTHORITY. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ORGANIZATION, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2020 AND DECEMBER 31, 2019, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN TAHT WOULD REQUIRE RECOGNITION OF A LIABLITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE ORGANIZATION WILL RECOGNIZE FUTURE ACCRUED INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS IN MANAGEMENT AND GENERAL EXPENSES IF INCURRED. 1 UNITED WAY FOX CITIES INC (2-1-1) 1455 MIDWAY ROAD MENASHA WI 54952 390912895 7773 PROGRAM OPERATING COSTS PART I, LINE 2: GRANTS ARE RESTRICTED FUNDING FOR VETTED ORGANIZATIONS TO USE IN SUPPORT OF THE COSTS ASSOCIATED WITH A SPECIFIC SERVICE THAT AN AGENCY PROVIDES. AGENCIES SEEKING FUNDING FROM UNITED WAY MANITOWOC COUNTY ARE REQUIRED TO PROVIDE FINANCIAL INFORMATION SPECIFIC TO THE SERIVCES FOR WHICH FUNDS ARE BEING REQUESTED. ADDITIONALLY, AGENCIES ARE REQUIRED TO SIGN A MEMORDANDUM OF UNDERSTANDING THAT SETS EXPECTATIONS FOR ALL PARTIES SUCH AS BUT NOT LIMITED TO SPENDING OF UNITED WAY GRANT MONIES, OUTCOMES DATA, AND NARRATIVE RESULTS. UNITED WAY MANITOWOC COUNTY SCREENS AGENCIES PRIOR TO FUND DISTRIBUTION TO VERIFY COMPLIANCE WITH PROVISIONS OF THE PATRIOT ACT AND CURRENT STATUS AS A TAX EXEMPT ORGANIZATION. ADDITIONALLY, GRANTEES MUST SIGN AN ANTI-TERRORISM COMPLIANCE AND CHARITABLE STATUS FORM ATTESTING THAT ALL UNITED WAY FUNDS WILL BE USED IN COMPLIANCE WITH ALL APPLICABLE ANTI-TERRORIST LAWS, STATUTES, AND EXECUTIVE ORDERS AND CERTIFY THAT THE ORGANIZATION IS ELEGIBLE TO RECEIVE CHARITABLE CONTRIBUTIONS AND DEFINED UNDER SECTION 170(C) OF THE INTERNAL REVENUE CODE. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED AND REVIEWED BY OUR INDEPENDENT ACCOUNTANT, AND THEN PROVIDED TO THE FINANCE COMMITTEE CHAIR. THE FINANCE COMMITTEE CHAIR DISTRIBUTES THE FORM 990 TO THE FINANCE COMMITTEE, GIVING THEM AN OPPORTUNITY TO REVIEW THE INFORMATION AND PREPARE ANY QUESTIONS PRIOR TO THE AUDITORS PRESENTING TO THE COMMITTEE. AFTER THE FINANCE COMMITTEE AND EXECUTIVE COMMITTEE HAVE APPROVED THE FORM 990, IT IS DISTRIBUTED TO THE UNITED WAY BOARD OF DIRECTORS FOR REVIEW AND APPROVAL. AT THE BOARD MEETING, THE FORM 990 IS PRESENTED BY THE FINANCE CHAIR / TREASURER. IF THERE ARE ANY ADDITIONAL QUESTIONS NEEDING CLARIFICATION OR SUPPORTING DOCUMENTATION, FOLLOW-UP WILL BE PROVIDED. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD AND COMMITTEE MEMBERS MUST SUBMIT A SIGNED CONFLICT OF INTEREST STATEMENT PRIOR TO PARTICIPATING IN BOARD AND/OR COMMITTEE MEETINGS. THESE STATEMENTS ARE FILED AT THE LOCAL UNITED WAY OFFICE AND ARE AVAILABLE UPON REQUEST TO ANY BOARD OR COMMITTEE MEMBER. PRIOR TO ASSIGNING DUTIES FOR ANY UNITED WAY ACTIVITY, THE CHAIR OF THE COMMITTEE DISCUSSES POTENTIAL CONFLICTS OF INTEREST BY WORKING CLOSELY WITH THE UNITED WAY EXECUTIVE DIRECTOR. CONFLICTS OF INTEREST ARE AVOIDED BY PROPERLY DELEGATING TASKS AND MONITORING COMMITTEE OUTCOMES. FORM 990, PART VI, SECTION B, LINE 15 PERFORMANCE EVALUATION OF THE EXECUTIVE DIRECTOR SHALL BE PERFORMED BY THE EXECUTIVE COMMITTEE. THE EVALUATION IS A 360 AND IS BASED ON THE EXECUTIVE DIRECTOR'S ACCOMPLISHMENT OF GOALS AND OBJECTIVES SET JOINTLY BY THE BOARD OF DIRECTORS AND THE EXECUTIVE DIRECTOR AND THE STANDARDS SET BY THE JOB DESCRIPTION. ANY RECOMMENDATIONS FOR SALARY OR BENEFIT ADJUSTMENTS OCCURS ANNUALLY AFTER THE ANNIVERSARY DATE. AN ANALYSIS FOR SIMILAR POSITIONS WITHIN THE GEOGRAPHIC AREA AND THE REVIEW OF MERIT ARE THE MAIN DETERMINANTS TO COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 THE DOCUMENTS ARE AVAILABLE BY REQUEST, FOR REVIEW AT THE UNITED WAY OFFICE.