2020-10-12T13:18:32-05:00 2019-12-31 410746749 CLIFTONLARSONALLEN LLP PO BOX 23819 GREEN BAY WI 54305 990 2019-01-01 390806299 BROWN COUNTY UNITED WAY BROW 9204323393 PO BOX 1593 GREEN BAY WI 543051593 ROBYN DAVIS PRESIDENT/CEO 9204323393 2020-10-07 1 WENDY MALLO P01250277 9204367800 2020-10-07 67.137.57.251 2020-10-07 11:45:25 CD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 23633548E50F48A3E2563714932E25592E2290BE 2019 2021-01-29 14:40:06Z ROBYN DAVIS PO BOX 1593 GREEN BAY WI 543051593 3745409 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. 25 25 17 600 0 0 3509920 3294234 61390 52892 63943 112394 8259 11617 3643512 3471137 2606438 2191740 0 0 830513 799614 0 0 375962 323924 392365 3760875 3383719 -117363 87418 4338608 4664169 669497 742349 3669111 3921820 X BROWN COUNTY UNITED WAY UNITES PEOPLE, IDEAS, AND RESOURCES TO CREATE COMMUNITY SOLUTIONS THAT STRENGTHEN EVERY PERSON AND EVERY COMMUNITY IN BROWN COUNTY. 0 0 2184828 2191740 52892 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. 389835 PROGRAM INVESTMENT - INVESTMENTS IN DIRECT SERVICE PROGRAMS AND CONTINUOUS QUALITY IMPROVEMENT TO POSITIVELY IMPACT INDIVIDUALS. DURING 2019, OUR PROGRAM INVESTMENT PORTFOLIO INCLUDED 23 PROGRAMS VETTED THROUGH THREE IMPACT COUNCILS AND THE COMMUNITY INVESTMENT COMMITTEE, WHICH ARE COLLECTIVELY COMPRISED OF NEARLY 50 VOLUNTEERS FROM ACROSS BROWN COUNTY. THESE PROGRAMS PROVIDED DIRECT ASSISTANCE TO INDIVIDUALS IN OUR COMMUNITY, WITHIN THE PRIORITY INVESTMENT AREAS OF EDUCATION, HEALTH, FINANCIAL WELLBEING, AND CONNECTION TO COMMUNITY. COMMUNITY INVESTMENT STAFF COORDINATED THE YEAR-ROUND WORK OF THE AFOREMENTIONED COMMITTEES; AND PROVIDED OUTCOMES CONSULTING AND PROGRAM EVALUATION SUPPORT. 47062 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 SYSTEMS. BEGINNING IN 2019, THE MAJORITY OF OUR IMPACT INITIATIVES BECAME "PLACE-BASED," FOCUSING PRIMARILY ON NEIGHBORHOODS. OUR CENTRAL OBJECTIVE IS 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, OUR COMMUNITY INVESTMENT TEAM ORGANIZED AND LED COMMUNITY BUILDING ACTIVITIES AND EVENTS; AND CONVENED ORGANIZATIONS AROUND PRIORITY ISSUES TO BRING ABOUT COLLABORATIVE SOLUTIONS. WITH RESPECT TO ADVOCACY SOLUTIONS, OUR OBJECTIVE IS TO SEEK OUT THE VOICE OF THE COMMUNITY AND ADVOCATE FOR CHANGE TO INFLUENCE POLICIES. OUR VOICE OF ALICE RESEARCH, LAUNCHED IN 2019, IS CAPTURING THE LIVED EXPERIENCES OF INDIVIDUALS AND FAMILIES IN OUR COMMUNITY WHO ARE STRUGGLING TO MEET BASIC NEEDS. THEIR EXPERIENCES ARE SHAPING OUR NEW ADVOCACY AGENDA (CURRENTLY UNDER DEVELOPMENT). 149886 INFORMATION AND REFERRAL SERVICES - 2-1-1 IS A FREE, CONFIDENTIAL INFORMATION AND REFERRAL SERVICE THAT DIRECTLY ASSISTED MORE THAN 5,000 BROWN COUNTY CALLERS IN 2019. A COMPREHENSIVE COMMUNITY RESOURCE DATABASE COMPRISED OF MORE THAN 2,000 RESOURCES WAS MAINTAINED BY BROWN COUNTY UNITED WAY 2-1-1 STAFF IN COLLABORATION WITH THE AGING & DISABILITY RESOURCE CENTER OF BROWN COUNTY AND THE CRISIS CENTER OF FAMILY SERVICES. COMMUNITY PARTNERSHIP FOR CHILDREN - THE BROWN COUNTY UNITED WAY'S FLAGSHIP INITIATIVE IS A WISCONSIN STATE MODEL. FOCUSED ON CHILDREN'S FIRST FIVE YEARS, IT BRINGS TOGETHER MULTIPLE PARTNERS FROM ALL SECTORS OF THE COMMUNITY TO PROMOTE CHILD SAFETY, HEALTH AND KINDERGARTEN READINESS, AS WELL AS PARENTAL ENGAGEMENT. COMMUNITY INFORMATION SYSTEM - THE COMMUNITY INFORMATION SYSTEM IS A MULTIDISCIPLINARY DATA SHARING ARCHITECTURE DESIGNED TO IMPROVE DECISION SUPPORT FOR POLICYMAKERS, CREATE EFFECTIVE INTERAGENCY COORDINATION AND SUPPORT THE COMMUNITY. CHILD ABUSE & NEGLECT INITIATIVE - THE CAN INITIATIVE IS CO-CONVENED BY BROWN COUNTY UNITED WAY AND BROWN COUNTY HEALTH & HUMAN SERVICES. THE OBJECTIVE OF THE INITIATIVE IS TO REDUCE THE INCIDENCE AND IMPACT OF CHILD ABUSE AND NEGLECT. THIS IS BEING ACCOMPLISHED THROUGH COORDINATED EFFORTS TO DELIVER EFFECTIVE STRATEGIES WHERE THEY WILL HAVE THE GREATEST IMPACT, THROUGH INCREASED FAMILY AND COMMUNITY ENGAGEMENT AND A NETWORK OF SKILLED AND KNOWLEDGEABLE SERVICE PROVIDERS. 149886 2771611 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 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 2 0 17 1 0 0 0 0 0 0 0 0 0 1 0 0 0 X 25 25 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 9205934778 112 NORTH ADAMS STREET SUITE 201 GREEN BAY WI 54301 SCOTT HANSEN CHAIR 1.50 X X 0 0 0 ADAM JACKSON VICE CHAIR 1.50 X X 0 0 0 STEVE SCHMEISSER TREASURER 1.50 X X 0 0 0 JODY WILMENT MEMBER 0.50 X 0 0 0 DR AMANDA Z KIM MEMBER 1.50 X 0 0 0 ROB BYRNE MEMBER 0.50 X 0 0 0 NATHAN KING MEMBER 0.50 X 0 0 0 ERIN VAN ZEELAND MEMBER 0.50 X 0 0 0 CHRISTOPHER HOWALD MEMBER 0.50 X 0 0 0 TONY FISHER MEMBER 0.50 X 0 0 0 LISA JOSSART MEMBER 1.50 X 0 0 0 DOUGLAS MUELLER MEMBER 0.50 X 0 0 0 DAVID KAPIC MEMBER 0.50 X 0 0 0 MICHELLE HANSEN MEMBER 0.50 X 0 0 0 DR MICHELLE SCHOEN LANGENFELD MEMBER 0.50 X 0 0 0 STEVEN MATHEYS MEMBER 1.50 X 0 0 0 STEVE MCFARLANE MEMBER 1.50 X 0 0 0 EDWARD POLICY MEMBER 0.50 X 0 0 0 BRIAN STENZEL MEMBER 0.50 X 0 0 0 REV DIANE REW MEMBER 0.50 X 0 0 0 PAUL SPICER MEMBER 1.50 X 0 0 0 PETER VANDENHOUTEN MEMBER 1.50 X 0 0 0 TONY VANDERBLOEMEN MEMBER 0.50 X 0 0 0 MOLLY VANDERVEST MEMBER 0.50 X 0 0 0 PAUL WOCHINSKE MEMBER 1.50 X 0 0 0 TIM LAU MEMBER 0.50 X 0 0 0 THOMAS VANDENBERG MEMBER 0.50 X 0 0 0 DENNIS GRUSNICK MEMBER 1.50 X 0 0 0 CHERYL CERRATO CHIEF FINANCIAL OFFICER 40.00 X 59470 0 17582 ROBYN DAVIS PRESIDENT/CEO 40.00 X 119512 0 13998 178982 0 31580 1 0 0 0 0 5000 29538 3259696 39654 3294234 SERVICE FEES 900099 52892 52892 52892 76291 76291 308474 272371 36103 36103 36103 6939 5000 1901 5038 5038 MISCELLANEOUS INCOME 900099 6579 6579 6579 3471137 52892 0 124011 2191740 2191740 210562 48268 121569 40725 453371 266217 21640 165514 25798 17245 8553 60503 34765 7153 18585 49380 22545 12007 14828 11200 11200 15470 15470 90619 74492 1372 14755 13133 13133 130580 59754 12409 58417 43393 21762 6178 15453 6775 788 4862 1125 15513 5392 6067 4054 40891 20481 5867 14543 1376 690 197 489 9022 4422 1475 3125 MEMBERSHIP DUES 2696 643 1565 488 AWARDS 976 976 10721 2407 7115 1199 3383719 2771611 236146 375962 X 464715 449716 604541 949873 1235312 980464 16381 14357 17960 17641 61418 60256 2537 1162 1576217 1788180 399535 438830 21410 23946 4338608 4664169 669497 742349 669497 742349 X 1322966 1760338 2346145 2161482 3669111 3921820 4338608 4664169 87418 165291 0 X 0 1 X 1 0 X 4855919 4072034 3862000 3509920 3294234 19594107 4855919 4072034 3862000 3509920 3294234 19594107 594224 18999883 78908 62994 73012 81695 76291 372900 1266 1708 -304 1882 5038 9590 6915 568 4126 6377 6579 24565 20001162 344652 0.94990 0.96760 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2015 AMOUNT: $ 6,915. 2016 AMOUNT: $ 568. 2017 AMOUNT: $ 4,126. 2018 AMOUNT: $ 6,377. 2019 AMOUNT: $ 6,579. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 260777 39771 10086 290462 298231 -27136 10318 260777 271256 84 37074 10183 298231 263847 17300 9891 271256 289098 -12113 10431 2707 263847 0.32600 0.24240 0.43160 0 0 61418 60256 1162 1162 BENEFICIAL INTEREST IN ASSETS HELD BY COMMUNITY FOUNDATION 290462 F BENEFICIAL INTEREST IN IRREVOCABLE TRUST 148368 F 438830 X 3201510 165291 49388 1901 216580 2984930 15470 470737 486207 3471137 2948801 49388 1901 51289 2897512 15470 470737 486207 3383719 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 INTERNAL REVENUE SERVICE (IRS) AS EXEMPT FROM FEDERAL INCOME TAXES UNDER IRC SECTION 501(A) AS AN ORGANIZAITON DESCRIBED IN INTERNAL REVENUE CODE (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 THE ORGANIZATION IS NOT SUBJECT TO UNRELATED BUSINESS INCOME TAX AND HAVE NOT FILED AN EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURN (FORM 990-R) WITH THE IRS. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES REPORTED IN REVENUES 1,901. PART XI, LINE 4B - OTHER ADJUSTMENTS: AMOUNTS RAISED ON BEHALF OF OTHERS 470,737. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES REPORTED IN REVENUES 1,901. PART XII, LINE 4B - OTHER ADJUSTMENTS: AMOUNTS RAISED ON BEHALF OF OTHERS 470,737. 1 AIDS RESOURCE CENTER OF WISCONSIN 445 SOUTH ADAMS STREET GREEN BAY WI 54301 391534049 501(C)(3) 6250 PROGRAM SUPPORT FOUNDATIONS HEALTH AND WHOLENESS 1601 WEST MASON STREET GREEN BAY WI 54303 391047205 501(C)(3) 61490 PROGRAM SUPPORT AMERICAN RED CROSS LAKELAND CHAPTER 2131 DECKNER AVENUE GREEN BAY WI 54308 390866230 501(C)(3) 20834 PROGRAM SUPPORT ASPIRO 1673 DOUSMAN AVENUE GREEN BAY WI 54303 390987024 501(C)(3) 59757 PROGRAM SUPPORT BAY LAKES COUNCIL BOY SCOUTS OF AMERICA PO BOX 267 APPLETON WI 54912 391184320 501(C)(3) 12500 PROGRAM SUPPORT BIG BROTHERS BIG SISTERS OF NORTHEAST WISCONSIN 1345 WEST MASON STREET 210 GREEN BAY WI 54303 391274696 501(C)(3) 117451 PROGRAM SUPPORT BOYS AND GIRLS CLUB OF GREEN BAY 311 SOUTH ONEIDA STREET GREEN BAY WI 54303 396102943 501(C)(3) 137560 PROGRAM SUPPORT BROWN COUNTY ORAL HEALTH PARTNERSHIP 2701 LARSON ROAD GREEN BAY WI 54303 208969896 501(C)(3) 11666 PROGRAM SUPPORT CASA OF BROWN COUNTY 414 EAST WALNUT STREET SUITE 281 GREEN BAY WI 54301 200476117 501(C)(3) 47705 PROGRAM SUPPORT CATHOLIC CHARITIES OF THE DIOCESE OF GREEN BAY INC 1825 RIVERSIDE DRIVE GREEN BAY WI 54301 390808438 501(C)(3) 132978 PROGRAM SUPPORT CURATIVE CONNECTION 2900 CURRY LANE GREEN BAY WI 54308 390806435 501(C)(3) 60380 PROGRAM SUPPORT ENCOMPASS EARLY EDUCATION AND CARE 1300 BELLEVUE STREET GREEN BAY WI 54303 390824004 501(C)(3) 204274 PROGRAM SUPPORT FAMILY AND CHILDCARE RESOURCES OF NEW 201 WEST WALNUT STREET SUITE F GREEN BAY WI 54303 263004541 501(C)(3) 27751 PROGRAM SUPPORT FAMILY SERVICES OF NORTHEAST WISCONSIN 300 CROOK STREET GREEN BAY WI 54301 390827320 501(C)(3) 312104 PROGRAM SUPPORT FREEDOM HOUSE 2997 ST ANTHONY DRIVE GREEN BAY WI 54311 391721843 501(C)(3) 20834 PROGRAM SUPPORT GIRL SCOUTS OF NORTHWESTERN GREAT LAKES PO BOX 9427 GREEN BAY WI 54308 391016314 501(C)(3) 15000 PROGRAM SUPPORT GOLDEN HOUSE 1120 UNIVERSITY AVENUE GREEN BAY WI 54302 391342659 501(C)(3) 123101 PROGRAM SUPPORT GREEN BAY PUBLIC SCHOOLS - MCKINNEY VENTO HOMELESS PROGRAM 200 SOUTH BROADWAY GREEN BAY WI 54303 396002329 501(C)(3) 6250 PROGRAM SUPPORT GREEN BAY PUBLIC SCHOOLS - STARFISH PROGRAM 200 SOUTH BROADWAY GREEN BAY WI 54303 396002329 501(C)(3) 10377 PROGRAM SUPPORT HOUSE OF HOPE 1660 CHRISTIANA STREET GREEN BAY WI 54303 391708805 501(C)(3) 68396 PROGRAM SUPPORT LEGAL ACTION OF WISCONSIN 201 WEST WALNUT STREET SUITE 203 GREEN BAY WI 54303 391077192 501(C)(3) 49628 PROGRAM SUPPORT LITERACY GREEN BAY 424 SOUTH MONROE STREET GREEN BAY WI 54301 391383597 501(C)(3) 67903 PROGRAM SUPPORT NEW COMMUNITY CLINIC 622 BODART STREET GREEN BAY WI 54301 391200636 501(C)(3) 163978 PROGRAM SUPPORT NEW COMMUNITY SHELTER 301 MATHER STREET GREEN BAY WI 54303 391787059 501(C)(3) 77270 PROGRAM SUPPORT SALVATION ARMY OF BROWN COUNTY 1315 LIME KILN ROAD GREEN BAY WI 54311 390806899 501(C)(3) 106723 PROGRAM SUPPORT VOLUNTEER CENTER OF BROWN COUNTY 984 9TH STREET GREEN BAY WI 54304 391208998 501(C)(3) 11875 PROGRAM SUPPORT OTHER UNITED WAYS AND OTHER ORGANIZATIONS VARIOUS GREEN BAY WI 54301 999999999 501(C)(3) 257705 PROGRAM SUPPORT 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 23946 FAIR MARKET VALUE X VARIOUS SUPPLIES AND ADVERTISING 11 9099 FAIR MARKET VALUE X PRINTING AND PUBLICATIONS 3 3625 FAIR MARKET VALUE X TRAVEL - PARKING PASSES 2 2984 FAIR MARKET VALUE 0 1 0 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.