2020-11-23T09:53:18-06:00 2020-06-30 390974031 WEGNER CPAS LLP 2921 LANDMARK PL STE 300 MADISON WI 537134236 990 2019-07-01 390806285 UNITED WAY OF KENOSHA COUNTY INC UNIT 2626584104 5500 6TH AVE NO 210 KENOSHA WI 531403710 TARA PANASEWICZ CHIEF EXECUTIVE OFFICER 2626584104 2020-11-19 1 JENNY TARKOWSKI CPA P00634290 6082744020 2019 2022-09-23 18:48:47Z TARA PANASEWICZ 5500 6TH AVE NO 210 KENOSHA WI 531403710 1264291 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. 18 18 13 714 0 0 1048990 1204543 30552 40138 16901 12674 6930 6936 1103373 1264291 370670 421615 0 0 531187 606432 0 0 66540 167901 148670 1069758 1176717 33615 87574 1849786 2026522 94317 183479 1755469 1843043 X THE MISSION OF UNITED WAY OF KENOSHA COUNTY IS TO MOBILIZE THE CARING POWER OF COMMUNITY TO ADVANCE THE COMMON GOOD. 0 0 520017 356000 0 COMMUNITY IMPACT - AT UNITED WAY OF KENOSHA COUNTY (UWKC) WE BELIEVE IN MAXIMIZING COMMUNITY IMPACT BY POOLING INDIVIDUAL CONTRIBUTORS 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 VARIOUS PROGRAMS AT OUR PARTNER PROVIDER AGENCIES THAT PROVIDE COMMUNITY SOLUTIONS AND DELIVER MEASURABLE RESULTS. DURING COVID-19, UWKC ESTABLISHED OUR COVID-19 RELIEF FUND, DISTRIBUTING OVER $83,000 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, HEALTH AND FINANCIAL STABILITY. 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: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 2019-20 PROGRAM YEAR, YAR FUNDED 11 GRANTS, DISTRIBUTED $4,710 AND HAD 334 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, THE ELEVENTH YEAR OF THE PROGRAM, OVER 200 LOCAL COMMUNITY LEADERS VOLUNTEERED THEIR TIME TO READ IN 203 CLASSROOMS ACROSS KENOSHA COUNTY, IMPACTING OVER 4,500 CHILDREN.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 2019-20 SCHOOL YEAR; THE PROGRAM EXPANDED BY ONE SCHOOL EBSOLA-CREATIVE ARTS, TO A TOTAL OF FIVE SCHOOLS - BRASS ELEMENTARY, EBSOLA-CREATIVE ARTS, FOREST PARK ELEMENTARY, MCKINLEY ELEMENTARY, AND WILSON ELEMENTARY. WITH 264 VOLUNTEER TUTORS THE PROGRAM WAS ABLE TO REACH 176 STUDENTS. 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:- BIG BROTHERS/BIG SISTERS ONE TO ONE MENTORING PROGRAM- BOYS AND GIRLS CLUB YOUTH EMPOWERMENT PROGRAM- ELCA OUTREACH'S YOUTH SUMMER PROGRAM- GIRL SCOUTS OF WISCONSIN SOUTHEAST'S LEADERSHIP EXPERIENCE PROGRAM- KENOSHA ACHIEVEMENT CENTER EARLY INTERVENTION PROGRAM- RACINE KENOSHA COMMUNITY ACTION AGENCY FATHER INVOLVEMENT PROGRAMHEALTHIMPROVING 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:FAMILYWIZE DISCOUNT PRESCRIPTION PROGRAMNEARLY 1,000 UNITED WAYS ARE PARTNERED WITH 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 2019 THE FAMILYWIZE PRESCRIPTION PROGRAM HELPED 3,025 PEOPLE IN KENOSHA COUNTY SAVE $285,215 FOR AN AVERAGE SAVINGS OF 47%. SINCE LAUNCHING THE FAMILYWIZE PRESCRIPTION PROGRAM IN 2007 KENOSHA COUNTY - IT HELPED ALMOST 20,000 PEOPLE HAVE SAVE OVER $2.4 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- WOMEN AND CHILDREN'S HORIZONS' LEGAL ADVOCACY AND CHILDREN'S SERVICES- KENOSHA YMCA SAFETY AROUND WATERFINANCIAL 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. PROGRAM GOALS:- TO HELP LOW-TO-MODERATE INCOME FAMILIES (UP TO $56,000) 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. 376112 0 40138 BUILDING OUR FUTURE INITIATIVE IS AN EDUCATIONAL "CRADLE TO CAREER" INITIATIVE THAT REQUIRES COMMUNITIES TO WORK COLLECTIVELY BY IDENTIFYING AREAS OF WEAKNESS, MARSHALLING RESOURCES TO SOLVE PROBLEMS AND USING DATA TO DRIVE ACTION AND DECISION MAKING TO IMPROVE OUTCOMES FOR STUDENTS OF ALL AGES. UWKC ACTS AS THE FINANCIAL BACKBONE AND FISCAL SPONSOR OF BUILDING OUR FUTURE. 60615 60615 6936 WE PROCESSED $60,615 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. 19394 5000 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. DURING 2019-2020, MORE THAN 10 CORPORATE VOLUNTEER GROUPS COMPLETED VOLUNTEER PROJECTS FOR LOCAL NONPROFIT ORGANIZATIONS. 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 2019-2020 WITH 30 VOLUNTEERS PARTICIPATING. 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. 19394 5000 976138 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 2 0 13 1 0 0 0 0 0 0 0 0 0 0 0 0 X 18 18 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 WI X X TARA PANASEWICZ 2626584104 5500 6TH AVE STE 210 KENOSHA WI 531403710 JP MORAN PRESIDENT 1.00 X X 0 0 0 JEFF HILL TREASURER 1.00 X X 0 0 0 CHRIS TERRY SECRETARY 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 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 NICK SMITH DIRECTOR 1.00 X 0 0 0 TERRI WRUCK DIRECTOR 1.00 X 0 0 0 NINA TAYLOR DIRECTOR 1.00 X 0 0 0 JAKE JONES DIRECTOR 1.00 X 0 0 0 ROB HOGAN DIRECTOR 1.00 X 0 0 0 JACQUELINE MORRIS DIRECTOR 1.00 X 0 0 0 CYNTHIA JOHNSON DIRECTOR THRU MARCH 1.00 X 0 0 0 THOMAS MOORE DIRECTOR THRU MARCH 1.00 X 0 0 0 TINA SCHMITZ DIRECTOR THRU MARCH 1.00 X 0 0 0 JOHN THIBODEAU DIRECTOR 1.00 X 0 0 0 CHRIS TERRY DIRECTOR 1.00 X 0 0 0 NAGENDRA GUDIPATI DIRECTOR THRU AUGUST 1.00 X 0 0 0 AHMAD LANDRUM DIRECTOR THRU APRIL 1.00 X 0 0 0 MICHAEL STEINBORN DIRECTOR THRU MARCH 1.00 X 0 0 0 SHERRY WESTHOFF FINANCE MANAGER 29.00 X 38447 0 3318 TARA PANASEWICZ CHIEF EXECUTIVE OFFICER 40.00 X 84135 0 12540 122582 0 15858 0 0 0 0 0 30471 1174072 1204543 BIRTH-8 NETWORK FACILI 900099 40138 40138 40138 12674 12674 COST RECOVERY FEES 900099 5667 5667 SERVICE FEES 900099 1269 1269 6936 1264291 47074 0 12674 X 421615 421615 132478 20801 80946 30731 376029 357193 7623 11213 6898 5999 610 289 53951 49683 2896 1372 37076 27316 6706 3054 14766 14766 15570 12615 2807 148 3889 1068 2821 20597 15157 3399 2041 28694 14432 6556 7706 32100 24675 5039 2386 4740 4650 41 49 6141 2855 73 3213 11300 8686 1774 840 734 734 3063 2354 481 228 COMMUNITY EVENTS 5024 4728 296 DUES 2052 1577 322 153 1176717 976138 134039 66540 2431 760 1623210 1796622 209652 217117 1239 1554 11663 9612 28124 27267 1591 857 1849786 2026522 69628 67201 24689 29278 0 87000 94317 183479 X 361308 345169 1394161 1497874 1755469 1843043 1849786 2026522 87574 0 X 0 1 X 1 0 X 1069798 1050298 1282344 1048990 1204543 5655973 1069798 1050298 1282344 1048990 1204543 5655973 807855 4848118 2067 2796 7612 16901 12674 42050 5698023 132381 0.85080 0.86230 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5512 5512 0 14678 13821 857 7934 7934 0 857 1178574 15036 15036 1163538 100753 100753 1264291 1091000 15036 15036 1075964 100753 100753 1176717 PART XI, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATIONS 60,615. BIRTH-8 NETWORK FACILITATION 40,138. PART XII, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATIONS 60,615. BIRTH-8 NETWORK FACILITATION 40,138. 1 CATHOLIC CHARITIES OF THE ARCHDIOCESE OF MILWAUKEE INC 3501 S LAKE DR MILWAUKEE WI 532350900 390806321 501(C)(3) 15550 (DD)(G)-BEHAVIORAL HEALTH AND COUNSELING SERVICES PROGRAM, COVID GRANT CHILDREN'S SERVICE SOCIETY OF WISCONSIN 620 S 76TH ST STE 120 MILWAUKEE WI 532141599 390806380 501(C)(3) 21014 (DD)(G)-CHILD AND FAMILY COUNSELING PROGRAM ELCA OUTREACH CENTER INC 6218 26TH AVE KENOSHA WI 531434316 020638260 501(C)(3) 26150 (DD)(G)-ELCA OUTREACH SUMMER CAMP PROGRAMS, COVID GRANT FOCUS ON FAMILY 510 COLLEGE AVENUE RACINE WI 534031058 391369356 501(C)(3) 10925 (G)-S.C.A.N. - STOP CHILD ABUSE AND NEGLECT KENOSHA ACHIEVEMENT CENTER INC 1218 79TH ST KENOSHA WI 531436111 391399101 501(C)(3) 17000 (DD)-EARLY INTERVENTION, COVID GRANT KENOSHA AREA FAMILY AND AGING SERVICES INC 7730 SHERIDAN RD KENOSHA WI 531431518 391132382 501(C)(3) 23421 (DD)(G)-MEALS ON WHEELS PROGRAM, COVID GRANT KENOSHA HUMAN DEVELOPMENT SERVICES INC 5407 8TH AVE KENOSHA WI 531403715 391200678 501(C)(3) 60225 (G)-TRANSITIONAL HOUSING FOR HOMELESS YOUTH AND ADULTS AND JUVENILE CRISIS INTERVENTION PROGRAMS, COVID GRANT KENOSHA LITERACY COUNCIL INC 2419 63RD ST KENOSHA WI 531434331 391601969 501(C)(3) 24255 (DD)(G)-LITERACY FOR LIFE ADULT LITERACY PROGRAM, COVID GRANT RACINEKENOSHA COMMUNITY ACTION AGENCY INC 2113 N WISCONSIN ST RACINE WI 534024774 391087210 501(C)(3) 5850 (G)-FATHER INVOLVEMENT PROGRAM SHALOM CENTER OF INTERFAITH HUMAN CONCERNS NETWORK OF KENOSHA COUNTY INC 4314 39TH AVE KENOSHA WI 531441962 391480124 501(C)(3) 50543 (DD)(G)-HOMELESS SHELTER, COVID GRANT WOMEN AND CHILDREN'S HORIZONS INC 2525 63RD ST KENOSHA WI 531434333 391278299 501(C)(3) 45291 (DD)(G)-CHILDREN'S SERVICES & LEGAL ADVOCACY PROGRAMS, COVID GRANT KENOSHA YMCA 7101 53RD ST KENOSHA WI 531447848 390826296 501(C)(3) 8000 (DD)(G)-SAFETY AROUND WATER, COVID GRANT BOYS AND GIRLS CLUB KENOSHA 1130 52ND ST KENOSHA WI 531403715 391732935 501(C)(3) 9165 (DD)(G)-YOUTH EMPOWERMENT GIRL SCOUTS OF WISCONSIN SOUTHEAST 131 S 69TH ST MILWAUKEE WI 532141663 390892833 501(C)(3) 6995 (DD)(G)-GIRL SCOUT LEADERSHIP EXPERIENCE SALVATION ARMY OF KENOSHA 3116 75TH ST KENOSHA WI 531424444 362167910 501(C)(3) 5312 (DD)(G)-COVID GRANT SHARING CENTER INC 25700 WILMOT RD TREVOR WI 531799215 391502706 501(C)(3) 5330 (DD)(G)-COVID GRANT VOCATIONAL MINISTRY 214 SEVENTH ST RACINE WI 534031219 710894219 501(C)(3) 9925 (G)-VOCATIONAL MINISTRY, COVID GRANT 17 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 $76,664 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: 2019 OVERHEAD CALCULATION: ($134,039+$66,540)/$1,264,291=15.9% 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: IN 2020 (THE 2019 TAX SEASON) THE KENOSHA COUNTY VITA PROGRAM ENGAGED 74 INDIVIDUALS AS TAX PREPARERS, HELPED 817 RESIDENTS FILE TAX RETURNS AND OBTAIN OVER $1,000,000 IN REFUNDS. SINCE THE PROGRAM'S INCEPTION, MORE THAN $18 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