2020-11-03T14:47:26-06:00 2020-06-30 390974031 WEGNER CPAS LLP 2921 LANDMARK PL STE 300 MADISON WI 537134236 990 2019-07-01 237281696 UNITED WAY OF WASHINGTON COUNTY INC UNIT 2623383821 PO BOX 304 WEST BEND WI 530950304 CARRIE KASUBASKI TREASURER 2623383821 2020-11-03 1 JENNY TARKOWSKI CPA P00634290 6082744020 66.222.124.178 2020-11-03 14:46:34 CS P 85FA7421AD723B4591AF625A4F1262522ABB6688 15D8672983FF7C67E97FF579D30287DFE3C70C98 2019 2021-01-29 14:40:06Z KRISTIN BRANDNER PO BOX 304 WEST BEND WI 530950304 1653669 0 X WWW.UNITEDWAYOFWASHINGTONCOUNTY.ORG X 1936 WI IMPROVE LIVES AND COMMUNITY CONDITIONS IN MEASURABLE AND LASTING WAYS. 19 19 11 810 0 0 1820431 1615698 0 0 3407 1646 32756 16673 1856594 1634017 848586 994166 0 0 419285 421863 0 0 293016 374234 286279 1642105 1702308 214489 -68291 1201167 1308106 466445 486249 734722 821857 MOBILIZE THE CARING POWER OF WASHINGTON COUNTY TO IMPROVE LIVES AND COMMUNITY CONDITIONS IN MEASURABLE AND LASTING WAYS. 0 0 900000 900000 0 ANNUAL SUSTAINABLE FUNDING - THE ORGANIZATION RAISES AND DISTRIBUTES FUNDS TO PRIORITIZED HUMAN SERVICE PROGRAMS AT 20 SOCIAL SERVICE AGENCIES BASED ON IDENTIFIED IMPACT AREAS AND PROGRAM OUTCOMES. THE ORGANIZATION COLLABORATES WITH OTHER AGENCIES AND COMMUNITY PARTNERS TO HELP ADDRESS WASHINGTON COUNTY NEEDS. 397995 94166 0 COMMUNITY IMPACT - THE ORGANIZATION IS COMMITTED TO SUPPORTING PROGRAMS AND INITIATIVES THAT PROVIDE COMMUNITY SOLUTIONS AND DELIVER MEASURABLE RESULTS. GOALS AND OBJECTIVES ARE BASED ON CURRENT COMMUNITY NEEDS AND ALIGNED WITH KEY COUNTY-WIDE PRIORITIES. 1297995 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 24 0 11 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 19 19 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 1 0 0 WI X KRISTIN BRANDNER 2623383821 PO BOX 304 WEST BEND WI 530950304 TOM HOPP PRESIDENT 2.00 X X 0 0 0 SHELLY WAALA VICE PRESIDENT 2.00 X X 0 0 0 NICOLE PRETRE SECRETARY 2.00 X X 0 0 0 CARRIE KASUBASKI TREASURER 2.00 X X 0 0 0 PHILIP DAHLBERG DIRECTOR THRU MAY 1.00 X 0 0 0 TIFFANY ELSAYED DIRECTOR 1.00 X 0 0 0 JULIE GEYER DIRECTOR 1.00 X 0 0 0 SANDRA GIERNOTH DIRECTOR 1.00 X 0 0 0 SCOTT HENKE DIRECTOR THRU JUNE 1.00 X 0 0 0 ROB HUETHER DIRECTOR 1.00 X 0 0 0 RYAN KELLY DIRECTOR 1.00 X 0 0 0 DOMINIC LADD DIRECTOR 1.00 X 0 0 0 HAILEY NENONEN DIRECTOR 1.00 X 0 0 0 DEB PIETSCH DIRECTOR 1.00 X 0 0 0 JIM SCHWALEN DIRECTOR 1.00 X 0 0 0 DAREN SIEVERS DIRECTOR 1.00 X 0 0 0 JIM STOMMEL DIRECTOR 1.00 X 0 0 0 PAT STRACHOTA DIRECTOR 1.00 X 0 0 0 DAVE UELMEN DIRECTOR 1.00 X 0 0 0 DEBRA CAHOON DIRECTOR THRU FEBRUARY 1.00 X 0 0 0 TOM HOSTAD DIRECTOR THRU FEBRUARY 1.00 X 0 0 0 JAY SHAMBEAU DIRECTOR THRU FEBRUARY 1.00 X 0 0 0 JOHN BLOOR DIRECTOR THRU FEBRUARY 1.00 X 0 0 0 JOHN SCHOEMANN PRESIDENT THRU OCTOBER 1.00 X X 0 0 0 KRISTIN BRANDNER EXECUTIVE DIRECTOR 40.00 X 108857 0 125 108857 0 125 1 0 0 0 0 74646 6975 54280 1479797 6761 1615698 1646 1646 23625 16527 7098 7098 7098 3125 6975 3125 0 RECOVERY OF BAD DEBT 900099 1762 1762 7813 7813 9575 1634017 0 0 18319 994166 994166 112932 28233 28233 56466 253332 147300 29118 76914 26304 14626 4098 7580 29295 13074 6287 9934 20292 20292 27483 20930 2784 3769 11174 3698 7476 40565 10725 3118 26722 11142 5340 1745 4057 53676 41761 5949 5966 6042 2896 946 2200 52670 4456 1456 46758 5468 907 3872 689 CAMPAIGN SUPPLIES 36249 36249 DUES AND SUBSCRIPTIONS 20095 9631 3147 7317 1423 252 252 919 1702308 1297995 111297 293016 0 50 788167 851834 406013 302510 6987 5410 9087 9087 0 0 0 148302 1201167 1308106 19502 25958 439929 441436 2000 1000 5014 17855 466445 486249 X 734722 821857 734722 821857 1201167 1308106 X -68291 147660 7766 X 0 1 X 1 0 X 1434625 1516818 1548376 1820431 1615698 7935948 1434625 1516818 1548376 1820431 1615698 7935948 362191 7573757 24888 26564 24597 27032 25271 128352 4461 1333 4438 10631 20863 8085163 12700 0.93670 0.92400 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 111707 504 112211 110771 475 461 111707 110338 175 258 110771 109311 432 595 110338 107612 1060 639 109311 1.00000 0.00000 0.00000 0 0 9087 9087 0 0 BENEFICIAL INTEREST IN REMAINDER TRUST 148302 148302 PAYCHECK PROTECTION PROGRAM ADVANCE 17855 17855 1509479 17292 -161482 -144190 1653669 -19652 -19652 1634017 1570004 17292 -149596 -132304 1702308 0 1702308 PART V, LINE 4: THE PURPOSE OF THE FUND WILL BE TO PROVIDE INCOME TO SUPPORT AND CONTRIBUTE TO THE OPERATION OF THE UNITED WAY AND TO PROVIDE ADDITIONAL FUNDS TO ENHANCE THE ABILITY OF THE UNITED WAY TO MEET ITS MISSION. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF BENEFICIAL INTEREST IN REMAINDER TRUST 7,766. DONOR DESIGNATIONS -169,248. PART XI, LINE 4B - OTHER ADJUSTMENTS: DIRECT EXPENSES REPORTED ON FORM 990, PART VIII, LINE 8B -3,125. DIRECT EXPENSES REPORTED ON FORM 990, PART VIII, LINE 6B -16,527. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSES REPORTED ON FORM 990, PART VIII, LINE 8B 3,125. DONOR DESIGNATIONS -169,248. DIRECT EXPENSES REPORTED ON FORM 990, PART VIII, LINE 6B 16,527. 1 4C FOR CHILDREN INC 1736 NORTH 2ND STREET MILWAUKEE WI 53212 391151791 501(C)(3) 25000 GENERAL USE AND COVID-19 RELIEF AMERICAN NATIONAL RED CROSS 431 18TH STREET NW WASHINGTON DC 20006 530196605 501(C)(3) 10000 GENERAL USE BIG BROTHERS BIG SISTERS OF WASHINGTON COUNTY 103 N MAIN S WEST BEND WI 53095 391214215 501(C)(3) 80000 GENERAL USE AND COVID-19 RELIEF BOYS AND GIRLS CLUBS OF WASHINGTON COUNTY 925 N SILVERBROOK DR WEST BEND WI 53090 391773689 501(C)(3) 135000 GENERAL USE AND COVID-19 RELIEF CASA GUADALUPE EDUCATION CENTER 479 N MAIN ST WEST BEND WI 53090 204483105 501(C)(3) 52500 GENERAL USE AND COVID-19 RELIEF FAMILY SERVICE ASSOCIATION OF SHEBOYGAN INC 1930 NORTH 8TH STREET SHEBOYGAN WI 53081 390808501 501(C)(3) 12500 GENERAL USE AND COVID-19 RELIEF DR JAMES E ALBRECHT FREE CLINIC PO BOX 632 WEST BEND WI 53095 391839654 501(C)(3) 20000 GENERAL USE AND COVID-19 RELIEF EASTER SEALS SOUTHEAST WISCONSIN 2222 S 114TH ST WEST ALLIS WI 53227 390816849 501(C)(3) 25000 GENERAL USE ELEVATE INC 1625 E WASHINGTON ST 300 WEST BEND WI 53095 391256286 501(C)(3) 91500 GENERAL USE FAMILY PROMISE OF WASHINGTON COUNTY 724 ELM ST WEST BEND WI 53095 270740203 501(C)(3) 115000 GENERAL USE AND COVID-19 RELIEF FRIENDS INC PO BOX 117 WEST BEND WI 53095 391308555 501(C)(3) 94000 GENERAL USE AND COVID-19 RELIEF FULL SHELF FOOD PANTRY PO BOX 1157 WEST BEND WI 53095 391716270 501(C)(3) 20000 GENERAL USE INTERFAITH CAREGIVERS OF WASHINGTON COUNTY PO BOX 1143 WEST BEND WI 53095 020657722 501(C)(3) 72260 GENERAL USE AND COVID-19 RELIEF KETTLE MORAINE YMCA 1111 Y DR WEST BEND WI 53095 391175559 501(C)(3) 45000 GENERAL USE AND COVID-19 RELIEF NAMI WASHINGTON COUNTY INC 2030 STONEBRIDGE RD WEST BEND WI 53095 391950573 501(C)(3) 15900 GENERAL USE SENIOR CITIZENS ACTIVITIES INC 2378 W WASHINGTON ST STE A WEST BEND WI 53095 391091440 501(C)(3) 12300 GENERAL USE AND COVID-19 RELIEF THE THRESHOLD INC 600 ROLFS AVE WEST BEND WI 53095 391102430 501(C)(3) 93840 GENERAL USE THE YOUTH FAMILY PROJECT INC 630 ELM ST WEST BEND WI 53095 510149160 501(C)(3) 23500 GENERAL USE AND COVID-19 RELIEF FORWARD CAREERS (FKA AS W-O-W WORKFORCE DEVELOPMENT) 2200 GREENTREE RD WEST BEND WI 53090 391657328 501(C)(3) 10000 GENERAL USE IMPACT ALCOHOL & OTHER DRUG ABUSE SERVICES INC 6737 WASHINGTON ST STE 2225 MILWAUKEE WI 532145663 390988784 501(C)(3) 12500 IMPACT 2-1-1 20 0 PART I, LINE 2: GRANT FUNDS ARE PROVIDED TO LOCAL AGENCIES TO SUPPORT THE ACTIVITIES WITHIN WASHINGTON COUNTY, WISCONSIN. THESE PARTNER AGENCIES REPORT THEIR ACTIVITIES TO US ON AN ANNUAL BASIS AND THERE HAS NEVER BEEN ANY INDICATION THAT THESE FUNDS ARE USED FOR ANY ACTIVITIES OUTSIDE OF THE US. FORM 990, PART VI, SECTION B, LINE 11B ALL MEMBERS OF THE BOARD OF DIRECTORS ARE PROVIDED WITH A COPY OF THE FORM 990 FOR REVIEW AND APPROVAL BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY ALL DIRECTORS AND OFFICERS REVIEW A STATEMENT THAT PROVIDES INFORMATION REGARDING THEIR INTERESTS AND THOSE OF THEIR FAMILY MEMBERS THAT COULD GIVE RISE TO CONFLICTS. THE MEMBERS OF THE EXECUTIVE COMMITTEE 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 EXECUTIVE COMMITTEE OF THE BOARD REVIEWS THE PERFORMANCE OF THE EXECUTIVE DIRECTOR EACH YEAR. HER PERFORMANCE IS ASSESSED AGAINST GOALS PREVIOUSLY SET AND HER COMPENSATION IS COMPARED TO DATA RECEIVED FROM THE UNITED WAY WORLDWIDE AND TO COMPARABLE LOCAL AGENCIES. 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 UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF BENEFICIAL INTEREST IN REMAINDER TRUST 7,766.