2021-08-11T15:17:51-05:00 2020-12-31 390974031 WEGNER CPAS LLP 2921 LANDMARK PL STE 300 MADISON WI 537134236 990 2020-01-01 396006734 UNITED WAY BLACKHAWK REGION INC UNIT 6087573040 205 N MAIN ST NO 101 JANESVILLE WI 535453062 MARY FANNING-PENNY PRESIDENT & CEO 6087573040 2021-07-28 1 MARY FANNING-PENNY 999009999 MIKE HABLEWITZ CPA P01259157 6082744020 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z MARY FANNING-PENNY 205 N MAIN ST NO 101 JANESVILLE WI 535453062 2436377 0 X WWW.LIVEUNITEDBR.ORG X 1944 WI UNITED WAY BLACKHAWK REGION, INC. WORKS TO ADVANCE THE COMMON GOOD BY IMPROVING THE LIVES OF PEOPLE IN ROCK COUNTY, WI AND NORTHERN WINNEBAGO COUNTY, IL. UNITED WAY BLACKHAWK REGION'S GOAL IS TO CREATE LASTING CHANGE BY FOCUSING ON HEALTH, EDUCATION AND FINANCIAL STABILITY - THE BUILDING BLOCKS FOR A GOOD LIFE. 24 24 6 223 0 0 2378537 2337555 26883 19827 35056 78995 0 0 2440476 2436377 1721715 1902598 0 0 439063 476572 0 0 227123 231683 215818 2392461 2594988 48015 -158611 7064006 7155931 185919 151723 6878087 7004208 X IMPROVING LIVES BY MOBILIZING THE CARING POWER OF COMMUNITIES. UNITED WAY BLACKHAWK REGION FOCUSES ON HEALTH, EDUCATION AND FINANCIAL STABILITY BECAUSE THESE ARE THE BUILDING BLOCKS FOR A GOOD QUALITY OF LIFE. 1 0 785281 785281 0 FINANCIAL STABILITY: UWBR IS FOCUSED ON ENSURING INDIVIDUALS AND FAMILIES HAVE THEIR BASIC NEEDS MET AND ACHIEVE AND SUSTAIN SELF-SUFFICIENCY. IN 2020, UWBR ALLOCATED $785,281 TO 27 PROGRAMS WHICH CONNECT PEOPLE WITH CRITICAL RESOURCES FOR EMERGENCY OR BASIC NEEDS; ASSIST IN IDENTIFYING AND OVERCOMING OBSTACLES/BARRIERS TO SELF-SUFFICIENCY; INCREASE ACCESS TO SKILLS TRAINING, EDUCATION AND OTHER SUPPORT SYSTEMS THAT ENABLE PEOPLE TO ACHIEVE SELF-SUFFICIENCY. 605664 599269 0 EDUCATION: UWBR ENVISIONS A REGION WHERE CHILDREN AND YOUTH WILL HAVE SUPPORTIVE LEARNING AND DEVELOPMENT OPPORTUNITIES TO GROW AND BECOME RESPONSIBLE ADULTS. IN 2020, UWBR ALLOCATED $605,684 TO 13 PROGRAMS WHICH SUPPORT CHILDREN AND YOUTH THROUGH EARLY LEARNING AND CARE SERVICES; BEFORE AND AFTER SCHOOL PROGRAMS; CHARACTER AND LEADERSHIP DEVELOPMENT AND RECREATIONAL EXPERIENCES; EMPHASIZE ACADEMIC SUCCESS FOR CHILDREN OF ALL AGES; EXPAND OPPORTUNITIES FOR CHILDREN AND YOUTH TO BOND WITH PEERS, MENTORS, AND POSITIVE ROLE MODELS. 396887 396887 0 HEALTH: UNITED WAY BLACKHAWK REGION, INC. (UWBR) SUPPORTS PROGRAMS TO HELP RESIDENTS OF ROCK COUNTY, WI AND NORTHERN WINNEBAGO COUNTY, IL TO ENJOY HEALTHY LIVES. IN 2020, UWBR ALLOCATED $396,887 TO 22 PROGRAMS WHICH INCREASE AWARENESS AND ACCESS TO HEALTHCARE RESOURCES AND PROMOTE HEALTHY LIVES THROUGH EDUCATION AND ACTIVITIES. 94411 94411 0 COVID-19 ACTION FUND: DUE TO THE EMERGENCE AND RAPID SPREAD OF THE COVID-19 PANDEMIC, ON MARCH 23, 2020 UWBR'S BOARD OF DIRECTORS APPROVED ACTIVATION OF THE COVID-19 ACTION FUND AND AUTHORIZED UTILIZATION OF $100,000 IN RESERVE FUNDS TO SEED IT. DURING 2020, DONORS ADDED $193,782 TO THE FUND AND UWBR DISBURSED $94,411 IN GRANTS TO LOCAL NONPROFIT ORGANZIATIONS WORKING WITH THOSE DISPROPORTIONATELY IMPACTED BY CORONAVIRUS AND THE ECONOMIC CONSEQUENCES. THE FUND HAS HELPED TO PROVIDE: OPERATIONS AND STAFFING SUPPORT; PERSONAL PROTECTIVE EQUIPMENT; HOTEL/MOTEL VOUCHERS TO THE HOMELESS; FOOD, DIAPERS AND FORMULA FOR FAMILIES STRUGGLING TO MEET MONTHLY EXPENSES; CHILDCARE SCHOLARSHIPS; REIMBURSEMENTS TO VOLUNTEER DRIVERS DELIVERING MEALS; EQUIPMENT TO SUPPORT SENSORY NEEDS OF INDIVIDUALS WITH DISABILITIES; AND ASSISTANCE TO RECOVERY CENTERS FOR ADULTS DEALING WITH SUBSTANCE ABUSE AND DISORDERS. 267805 26750 13701 OTHER PROGRAMS: UWBR WORKS TO BRING TOGETHER COMMUNITY MEMBERS INCLUDING AGENCY PARTNERS, GOVERNMENT, SCHOOLS, BUSINESS, INDIVIDUALS AND FAITH-BASED ORGANIZATIONS TO IDENTIFY THE UNDERLYING CAUSES OF PROBLEMS IN OUR COMMUNITY AND DEVELOP STRATEGIES AND PARTNERSHIPS TO ADDRESS THOSE ISSUES. UWBR ALSO FUNDS 2-1-1, AN ANONYMOUS HELPLINE TO CALL TO ACCESS AN EXTENSIVE DATABASE OF COMMUNITY RESOURCES. UWBR OFFERS A FREE, ONLINE VOLUNTEER PORTAL CALLED "GET CONNECTED" WHERE NONPROFITS MAY POST VOLUNTEER OPPORTUNITIES AND WHERE COMMUNITY MEMBERS CAN VIEW AND RESPOND TO VOLUNTEER OPPORTUNITIES. UWBR CONTINUES TO SPONSOR DOLLY PARTON'S IMAGINATION LIBRARY IN THREE COMMUNITIES OF THE BLACKHAWK REGION. ENROLLED CHILDREN ARE GIFTED A FREE, AGE-APPROPRIATE BOOK IN THE MAIL EACH MONTH UNTIL THEIR 5TH BIRTHDAY. IN COLLABORATION WITH SCHOLASTIC BOOK FAIRS, UWBR SPONSORED BOOK FAIRS AT ELEMENTARY SCHOOLS IN SOUTH BELOIT, IL. ADDITIONALLY, LOCAL NONPROFITS ARE ABLE TO RENT OFFICE SPACE OR MEETING SPACE IN THE UNITED WAY COMMUNITY SERVICES BUILDING AT A REDUCED RATE. 362216 121161 13701 2150048 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 3 0 6 1 0 0 0 0 0 0 0 0 0 0 0 0 X 24 24 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IL WI X X LAURA NILSON 6087573040 205 N MAIN ST STE 101 JANESVILLE WI 535453062 ALAN HULICK CHAIR 1.00 X X 0 0 0 TOM MCCAWLEY VICE CHAIR 1.00 X X 0 0 0 DAN WILLIAMS SECRETARY 1.00 X X 0 0 0 GEOFF RAND TREASURER 1.00 X X 0 0 0 GREG ARDREY DIRECTOR 0.50 X 0 0 0 KELLY BEDESSEM DIRECTOR 0.50 X 0 0 0 SCOTT BORDWELL DIRECTOR 0.50 X 0 0 0 BONNIE DOMINGO DIRECTOR 0.50 X 0 0 0 SHERRI STUMPF DIRECTOR 0.50 X 0 0 0 SCOTT FISCHER DIRECTOR 0.50 X 0 0 0 DEREK HAHN DIRECTOR 0.50 X 0 0 0 JANETTE KLAEHN DIRECTOR 0.50 X 0 0 0 LORI CURTIS LUTHER DIRECTOR 0.50 X 0 0 0 TOM RAMSDEN DIRECTOR 0.50 X 0 0 0 CHRISTINE MOSS DIRECTOR 0.50 X 0 0 0 DR DARRELL WILLIAMS DIRECTOR 0.50 X 0 0 0 MIKE O'BRIEN DIRECTOR 0.50 X 0 0 0 DR DENNIS PAULI DIRECTOR 0.50 X 0 0 0 TED REHL DIRECTOR 0.50 X 0 0 0 PATTY SCHUMACHER DIRECTOR 0.50 X 0 0 0 STEVE POPHAL DIRECTOR 0.50 X 0 0 0 JON SCHLEMMER DIRECTOR 0.50 X 0 0 0 JEN WHITE DIRECTOR 0.50 X 0 0 0 DANNY SAWYER DIRECTOR 0.50 X 0 0 0 MARY FANNING-PENNY PRESIDENT & CEO 40.00 X 101092 0 7036 JANICE COMPTON FINANCE DIRECTOR 40.00 X 59991 0 4117 161083 0 11153 1 0 0 0 0 40346 90060 2207149 102605 2337555 RENTAL INCOME 531120 19552 13426 6126 275 275 19827 78995 78995 2436377 13701 0 85121 1848563 1848563 54035 54035 172236 20080 108720 43436 218596 122125 14938 81533 20980 7786 6445 6749 36927 16536 7749 12642 27833 10329 8550 8954 388 388 11550 11550 13479 13479 7365 267 7098 22309 7461 114 14734 23921 5781 7971 10169 22208 11549 5788 4871 26666 9906 8187 8573 2197 185 952 1060 13083 8920 4163 29738 11036 9135 9567 5117 1899 1572 1646 DUES AND SUBSCRIPTIONS 37511 13590 11993 11928 286 286 2594988 2150048 217817 227123 405475 889355 2074668 1545285 1278338 1111658 5531 5757 953255 576984 380623 376271 2165027 2354701 0 50404 754344 822500 7064006 7155931 12348 12001 21270 14180 152301 125542 185919 151723 X 4262666 4100848 2615421 2903360 6878087 7004208 7064006 7155931 X -158611 197033 87699 X 0 1 X 1 0 X 2138042 2680320 2569982 2383648 2337555 12109547 2138042 2680320 2569982 2383648 2337555 12109547 228465 11881082 55689 89101 38635 35056 78995 297476 12407023 116818 0.95760 0.96950 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2165027 253557 13479 2405105 1821987 355024 11984 2165027 1946364 -112595 11782 1821987 1357770 599165 10571 1946364 1286840 83792 12862 1357770 0.73190 0.12000 0.14810 0 0 71700 71700 829398 533939 295459 40909 31797 9112 11248 11248 0 376271 BENEFICIAL INTEREST IN ASSETS HELD BY COMMUNITY FOUNDATION OF SOUTHERN WISCO 127508 BENEFICIAL INTEREST IN PERPETUAL TRUST 694992 822500 DUE TO DESIGNATED AGENCIES 125542 125542 2742074 197033 83735 24929 305697 2436377 0 2436377 2615953 83735 83735 2532218 13479 49291 62770 2594988 PART V, LINE 4: THE VARIOUS ENDOWMENTS ARE HELD FOR SEVERAL PURPOSES INCLUDING OPERATIONS, SCHOLARSHIPS, AND GRANTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: DESIGNATIONS TO OTHER UNITED WAYS AND AGENCIES -49,291. CHANGE IN ASSETS HELD BY COMMUNITY FOUNDATION OF SOUTHERN WISCONSIN 13,891. CHANGE IN BENEFICIAL INTEREST IN PERPETUAL TRUST 73,808. INVESTMENT MANAGEMENT FEES REPORTED ON FORM 990, PART IX, LINE 11F -13,479. PART XII, LINE 4B - OTHER ADJUSTMENTS: DESIGNATIONS TO OTHER UNITED WAYS AND AGENCIES 49,291. 1 AMERICAN RED CROSS BADGER CHAPTER 4860 SHEBOYGAN AVE MADISON WI 53203 530196605 501(C)(3) 27996 GENERAL SUPPORT BELOIT MEALS ON WHEELS INC 424 COLLEGE ST BELOIT WI 535116310 391375390 501(C)(3) 88015 GENERAL SUPPORT BELOIT REGIONAL HOSPICE INC 655 3RD ST STE 200 BELOIT WI 535116268 391420944 501(C)(3) 33604 GENERAL SUPPORT BOYS & GIRLS CLUB OF JANESVILLE INC 200 W COURT ST JANESVILLE WI 535483886 391645796 501(C)(3) 122830 GENERAL SUPPORT & COVID ACTION FUND GRANTS CATHOLIC CHARITIES INC DIOCESE OF MADISON 2020 E MILWAUKEE ST STE 9 JANESVILLE WI 535452600 390807067 501(C)(3) 22970 GENERAL SUPPORT COMMUNITY ACTION INC OF ROCK AND WALWORTH COUNTIES 20 ECLIPSE CTR BELOIT WI 535113550 391052077 501(C)(3) 251547 GENERAL SUPPORT & COVID ACTION FUND GRANTS EDGERTON COMMUNITY OUTREACH INC 106 S MAIN ST EDGERTON WI 535342026 391618796 501(C)(3) 32000 GENERAL SUPPORT AIDS RESOURCE CENTER OF WISCONSIN INC 136 W GRAND AVE STE 280 BELOIT WI 53511 391534049 501(C)(3) 5004 GENERAL SUPPORT EVERYONE COOPERATING TO HELP OTHERS INC 65 S HIGH ST JANESVILLE WI 535483842 391222279 501(C)(3) 125001 GENERAL SUPPORT & CAPACITY BUILDING GRANT FAMILY SERVICES OF SOUTHERN WISCONSIN AND NORTHERN ILLINOIS INC 416 COLLEGE ST BELOIT WI 535116310 390833966 501(C)(3) 113004 GENERAL SUPPORT FAMILY PROMISE OF GREATER BELOIT 737 BLUFF ST BELOIT WI 535115350 392035122 501(C)(3) 22500 GENERAL SUPPORT & COVID ACTION FUND GRANTS HEALTHNET OF ROCK COUNTY INC 23 W MILWAUKEE ST JANESVILLE WI 535482981 391778804 501(C)(3) 89414 GENERAL SUPPORT & COVID ACTION FUND GRANTS JANESVILLE COMMUNITY DAY CARE CENTER INC 3103 RUGER AVE JANESVILLE WI 535461937 391101821 501(C)(3) 44996 GENERAL SUPPORT & COVID ACTION FUND GRANTS KANDU INDUSTRIES INC 1741 ADEL ST JANESVILLE WI 535462945 391023165 501(C)(3) 12500 GENERAL SUPPORT LUTHERAN SOCIAL SERVICES OF WISCONSIN AND UPPER MICHIGAN INC 612 N RANDALL AVE STE A JANESVILLE WI 535451958 390816846 501(C)(3) 27996 GENERAL SUPPORT NUTRITION AND HEALTH ASSOCIATES INC 32 E RACINE ST JANESVILLE WI 535454822 930848480 501(C)(3) 5256 GENERAL SUPPORT RETIRED SENIOR VOLUNTEER PROGRAM OF ROCK COUNTY INC 2433 S RIVERSIDE DR LOT 1 BELOIT WI 535112477 391587220 501(C)(3) 27757 GENERAL SUPPORT & COVID ACTION FUND GRANTS SPECIAL METHODS IN LEARNING EQUINE SKILLS INC N2666 COUNTY ROAD K DARIEN WI 531141463 391508173 501(C)(3) 10200 GENERAL SUPPORT STATELINE BOYS & GIRLS CLUBS INC 1851 MOORE ST BELOIT WI 535112866 390974673 501(C)(3) 140004 GENERAL SUPPORT STATELINE FAMILY YMCA OF BELOIT INC 1865 RIVERSIDE DR BELOIT WI 535113521 390806449 501(C)(3) 59160 GENERAL SUPPORT STATELINE LITERACY COUNCIL-BELOIT INC 1000 BLUFF ST BELOIT WI 535115167 391431930 501(C)(3) 36000 GENERAL SUPPORT THE SALVATION ARMY JANESVILLE 514 SUTHERLAND AVE JANESVILLE WI 535452448 390806889 501(C)(3) 40000 GENERAL SUPPORT THE SALVATION ARMY BELOIT 628 BROAD ST BELOIT WI 535116347 362167910 501(C)(3) 67908 GENERAL SUPPORT UNITED WAY OF DANE COUNTY INC PO BOX 7548 MADISON WI 537045367 390817532 501(C)(3) 25000 GENERAL SUPPORT YOUNG WOMEN'S CHRISTIAN ASSOCIATION OF ROCK COUNTY INC 1735 S WASHINGTON ST JANESVILLE WI 535466203 390808510 501(C)(3) 253100 GENERAL SUPPORT & COVID ACTION FUND GRANTS CASA OF ROCK COUNTY INC 51 SOUTH MAIN ST JANESVILLE WI 53545 834132453 501(C)(3) 80004 GENERAL SUPPORT JANESVILLE MOBILIZING 4 CHANGE 316 S MAIN ST JANESVILLE WI 53545 814722314 501(C)(3) 24996 GENERAL SUPPORT NAMI OF ROCK COUNTY 120 N CROSBY AVE JANESVILLE WI 53548 391409123 501(C)(3) 9996 GENERAL SUPPORT AGRACE HOSPICECARE INCORPORATED 2901 N WRIGHT RD JANESVILLE WI 53545 391319537 501(C)(3) 8667 COVID ACTION FUND GRANTS THE MICAH PROJECT 3102 W PENNYCOOK RD JANESVILLE WI 53545 822133634 9867 COVID ACTION FUND GRANTS LATINO SERVICE PROVIDERS COALITION 717 HACKETT ST BELOIT WI 53511 263345112 10000 COVID ACTION FUND GRANTS HOUSE OF MERCY HOMELESS CENTER 320 LINCOLN ST JANESVILLE WI 53548 363197918 7558 COVID ACTION FUND GRANTS 123 3 BOOKS FOR CHILDREN 5583 54035 FMV BOOKS PART I, LINE 2: UNITED WAY BLACKHAWK REGION, INC.'S GRANT ALLOCATIONS ARE ORIGINALLY DETERMINED BASED ON THE SUCCESS OF THE CURRENT YEAR'S CAMPAIGN. AFTER AN OVERALL AMOUNT IS DETERMINED TO BE AVAILABLE FOR ALLOCATION, AGENCIES AND PROGRAMS MUST APPLY FOR FUNDS AND DEMONSTRATE FINANCIAL SOLVENCY, EVIDENCE OF NEED FOR THE PROGRAM IN THE COMMUNITY, CLIENT OUTCOMES, AND COMPLIANCE WITH NECESSARY REGULATIONS. VOLUNTEERS MAKE FINAL FUNDING DECISIONS AND STAFF MONITOR COMPLIANCE THROUGHOUT THE TERM OF THE GRANT. IN 2020 THE COVID-19 ACTION FUND WAS ESTABLISHED WITH PUBLIC DONATIONS AND UNITED WAY BLACKHAWK REGION, INC.'S SEED MONEY. AGENCIES AND PROGRAMS MUST APPLY FOR FUNDS AND DEMONSTRATE EVIDENCE OF NEED DUE TO COVID-19. VOLUNTEERS MAKE FINAL FUNDING DECISIONS AND STAFF MONITOR COMPLIANCE THROUGHOUT THE TERMS OF THE GRANT. X 855 REPLACEMENT VALUE X 1 101750 LIQUIDATION VALUE 0 0 1 0 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTORS IN COLUMN B. FORM 990, PART III, LINE 2 ESTABLISHED COVID-19 ACTION FUND. FORM 990, PART VI, SECTION B, LINE 11B THE PREPARED FORM 990 IS INITIALLY REVIEWED BY THE FINANCE DIRECTOR AND THE PRESIDENT/CEO. THE RETURN IS ALSO REVIEWED BY MEMBERS OF THE GOVERNING BODY BEFORE THE RETURN IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ALL DIRECTORS, OFFICERS AND COMMITTEE VOLUNTEERS ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST FORM ANNUALLY. THE PRESIDENT/CEO REVIEWS THESE COMPLETED FORMS AND KEEPS THEM ON FILE AT THE ORGANIZATION. DIRECTORS, OFFICERS, OR COMMITTEE MEMBERS SHALL ABSTAIN FROM VOTING ON AN ISSUE OF CONFLICT. DIRECTORS, OFFICERS, COMMITTEE MEMBERS, OR THEIR FAMILIES SHALL NOT BENEFIT UNFAIRLY IN ANY MANNER AS A RESULT OF BEING A DIRECTOR, OFFICER, OR COMMITTEE MEMBER. FORM 990, PART VI, SECTION B, LINE 15 THE PRESIDENT/CEO AND ANY OFFICERS OR KEY EMPLOYEES ARE COVERED UNDER UNITED WAY BLACKHAWK REGION, INC.'S EMPLOYEE POLICIES AND PROCEDURES. THE EXECUTIVE COMMITTEE OF THE GOVERNING BODY CONDUCTS AN ANNUAL REVIEW OF THE PRESIDENT/CEO AND REPORTS A COMPENSATION CHANGE RECOMMENDATION TO THE GOVERNING BODY FOR APPROVAL AS APPROPRIATE WITHIN THE APPROVED BUDGET. THE PRESIDENT/CEO EVALUATES AND DETERMINES COMPENSATION CHANGES FOR ALL OTHER EMPLOYEES. RESEARCH FROM UNITED WAY WORLDWIDE IS USED TO OBTAIN COMPARABLE COMPENSATION INFORMATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MADE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THE ANNUAL REPORT, FORM 990 AND AUDITED FINANCIAL STATEMENTS ARE POSTED ON THE ORGANIZATION'S WEBSITE. FORM 990, PART XI, LINE 9: CHANGE IN ASSETS HELD BY COMMUNITY FOUNDATION OF SOUTHERN WISCONSIN 13,891. CHANGE IN BENEFICIAL INTEREST IN PERPETUAL TRUST 73,808.