UNITED WAY MANITOWOC COUNTY INC: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- UNITED WAY MANITOWOC COUNTY INC (EIN 39-1099039)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-12
- IRS object ID
- 201903169349301395
- Schema version
- 2018v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-12T11:02:17-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390912608 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HAWKINS ASH CPAS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE EAST WALDO BOULEVARD SUITE 5 | AddressLine1Txt |
| City | MANITOWOC | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 542202912 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391099039 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED WAY MANITOWOC COUNTY INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIT | BusinessNameControlTxt |
| Phone | 9206828888 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21 EAST WALDO BLVD | AddressLine1Txt |
| City | MANITOWOC | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54220 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ASHLEY BENDER | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 9206828888 | PhoneNum |
| Signature | 2019-10-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEFFREY DVORACHEK | PreparerPersonNm |
| PTIN | P00964591 | PTIN |
| Phone | 9206847128 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 192.55.242.200 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-10-23 | IPDt |
| IP Tm | 07:35:22 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 377D763014E352B107835AEFA6100F4621694339 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 8D737E15990DC23269B15594562809091FDA197A | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ASHLEY BENDER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21 EAST WALDO BLVD | AddressLine1Txt |
| City | MANITOWOC | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54220 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $369,002 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.UNITEDWAYMANITOWOCCOUNTY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1930 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | UNITED WAY MANITOWOC COUNTY ENVISIONS A COMMUNITY WHERE ALL PEOPLE ACHIEVE THEIR HUMAN POTENTIAL THROUGH EDUCATION, FINANCIAL WELL-BEING, AND HEALTHY LIVES. WE ACCOMPLISH THIS THROUGH VOLUNTEER AND RESOURCE DEVELOPMENT, PARTNERSHIP BUILDING, 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: COMMUNITY ENGAGEMENT, YOUTH SOCIAL AND EMOTIONAL WELL BEING, BASIC NEEDS, AND EARLY CONNECTIONS AND LITERACY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 7 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 6 | VotingMembersIndependentCnt |
| Total Employee | 8 | TotalEmployeeCnt |
| Total Volunteers | 353 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $337,848 | PYContributionsGrantsAmt |
| CY Contributions Grants | $332,232 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $19,150 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $181,072 | PYInvestmentIncomeAmt |
| CY Investment Income | $25,802 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$19,804 | PYOtherRevenueAmt |
| CY Other Revenue | $5,478 | CYOtherRevenueAmt |
| PY Total Revenue | $518,266 | PYTotalRevenueAmt |
| CY Total Revenue | $363,512 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $289,430 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $31,953 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $303,778 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $230,105 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $41,721 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $170,405 | PYOtherExpensesAmt |
| CY Other Expenses | $121,005 | CYOtherExpensesAmt |
| PY Total Expenses | $763,613 | PYTotalExpensesAmt |
| CY Total Expenses | $383,063 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$245,347 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$19,551 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,370,826 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,135,663 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $170,165 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $28,888 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,200,661 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,106,775 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | UNITED WAY MANITOWOC COUNTY ENVISIONS A COMMUNITY WHERE ALL PEOPLE ACHIEVE THEIR HUMAN POTENTIAL THROUGH EDUCATION, FINANCIAL WELL-BEING, AND HEALTHY LIVES. WE ACCOMPLISH THIS THROUGH VOLUNTEER AND RESOURCE DEVELOPMENT, PARTNERSHIP BUILDING, AND ADVOCACY. | MissionDesc |
| Significant New Program Srvc | Yes (1) | SignificantNewProgramSrvcInd |
| Significant Change | Yes (1) | SignificantChangeInd |
| Expense | $104,891 | ExpenseAmt |
| Desc | UNITED WAY MANITOWOC COUNTY PROVIDES PROGRAMS AND SERVICES THAT ARE DESIGNED TO CONNECT PEOPLE TO RESOURCES AND SUPPORTS AROUND EDUCATION, FINANCIAL WELL-BEING, AND HEALTH - THE PILLARS OF A GOOD QUALITY OF LIFE. OUR PROGRAMS AND SERVICES INCLUDE 211, A HEALTH AND HUMAN SERVICES RESOURCE INFORMATION DATABASE; FAMILYWIZE, A PRESCRIPTION DISCOUNT SAVINGS PROGRAM; BORN LEARNING TRAILS, PUBLIC TRIALS THAT SUPPORT EARLY EDUCATION AND ENCOURAGE IN-THE-MOMENT LEARNING; AND MYFREE TAXES, A FREE ONLINE TAX FILING PROGRAM FOR LOW TO MODERATE - INCOME HOUSEHOLDS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $33,291 | ExpenseAmt |
| Desc | 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 AND BUILD CAPACITY FOR 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 GROWTHEIR CORPORATE SOCIAL RESPONSIBILITY GOALS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $44,237 | ExpenseAmt |
| Grant | $31,953 | GrantAmt |
| Desc | UNITED WAY MANITOWOC COUNTY INVESTS IN FOUR COMMUNITY PRIORITIES BY CREATING SHARED LEARNING AND COMMUNITY BUILDING OPPORTUNITIES WITH LOCAL STAKEHOLDERS IN ORDER TO IMPROVE CAPACITY AROUND CRITICAL SOCIAL PROBLEMS. UNITED WAY ALONG WITH THEIR PARTNERS TACKEL THESE COMPLEX PROBLEMS THROUGH RELATIONSHIP BUILDING AND STRATEGIC CONVERSATION IN ORDER TO DEVELOP ACTION PLANS THAT WILL ADDRESS PROBLEMS AT THEIR ROOT AND CREATE SYSTEMATIC CHANGE. THE PRIORITIES INCLUDE:1. COMMUNITY ENGAGEMENT2. BASIC NEEDS3. EARLY CONNECTIONS LITERACY4. YOUTH SOCIAL AND EMOTIONAL WELL-BEING | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $182,419 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 4 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 8 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 7 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 6 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ASHLEY BENDER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9206828888 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21 EAST WALDO BLVD | AddressLine1Txt |
| City | MANITOWOC | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54220 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| SHEILA SCHETTER | ||||||
| BOARD CHAIR | 1.30 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JONATHAN BURNS | ||||||
| TREASURER | 2.50 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| TONY DICK | ||||||
| BOARD MEMBER | 1.30 | Yes (X) | $0 | $0 | $0 | |
| JUTTA FURCA | ||||||
| BOARD MEMBER | 1.30 | Yes (X) | $0 | $0 | $0 | |
| MIKE HOWE | ||||||
| BOARD MEMBER | 1.30 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL YEH | ||||||
| BOARD MEMBER | 1.30 | Yes (X) | $0 | $0 | $0 | |
| JOE COLLINS | ||||||
| BOARD MEMBER (FORMER) | 1.30 | Yes (X) | $0 | $0 | $0 | |
| GERT BLOEDORN | ||||||
| BOARD MEMBER (FORMER) | 1.30 | Yes (X) | $0 | $0 | $0 | |
| KIM ROONEY | ||||||
| BOARD MEMBER (FORMER) | 1.30 | Yes (X) | $0 | $0 | $0 | |
| DEREK STEFFEN | ||||||
| BOARD MEMBER (FORMER) | 1.30 | Yes (X) | $0 | $0 | $0 | |
| TANIA SPOFFORD | ||||||
| EXECUTIVE DIRECTOR/SECRETA | 40.00 | Yes (X) | Yes (X) | $82,061 | $0 | $8,882 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $82,061 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $8,882 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $7,015 | FundraisingAmt |
| All Other Contributions | $325,217 | AllOtherContributionsAmt |
| Total Contributions | $332,232 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $20,050 | TotalRevenueColumnAmt |
| Exclusion | $20,050 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,702 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | $2,950 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,702 | SecuritiesAmt |
| Other | -$2,950 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,752 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$2,950 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $8,702 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $7,015 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $2,540 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$2,540 | TotalRevenueColumnAmt |
| Exclusion | -$2,540 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MISCELLANEOUS REVENUE | 900099 | $6,767 | $6,767 |
| SERVICE FEE REVENUE | 900099 | $1,251 | $1,251 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $8,018 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $363,512 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,068 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $26,212 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,953 | TotalAmt |
| Program Services | $31,953 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,061 | TotalAmt |
| Program Services | $39,389 | ProgramServicesAmt |
| Management And General | $30,363 | ManagementAndGeneralAmt |
| Fundraising | $12,309 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $111,957 | TotalAmt |
| Program Services | $53,740 | ProgramServicesAmt |
| Management And General | $41,424 | ManagementAndGeneralAmt |
| Fundraising | $16,793 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,761 | TotalAmt |
| Program Services | $7,565 | ProgramServicesAmt |
| Management And General | $5,832 | ManagementAndGeneralAmt |
| Fundraising | $2,364 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,887 | TotalAmt |
| Program Services | $906 | ProgramServicesAmt |
| Management And General | $698 | ManagementAndGeneralAmt |
| Fundraising | $283 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,439 | TotalAmt |
| Program Services | $8,851 | ProgramServicesAmt |
| Management And General | $6,822 | ManagementAndGeneralAmt |
| Fundraising | $2,766 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,628 | TotalAmt |
| Management And General | $15,628 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,850 | TotalAmt |
| Management And General | $3,850 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,269 | TotalAmt |
| Management And General | $14,269 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,762 | TotalAmt |
| Program Services | $1,326 | ProgramServicesAmt |
| Management And General | $1,022 | ManagementAndGeneralAmt |
| Fundraising | $414 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,195 | TotalAmt |
| Program Services | $22,349 | ProgramServicesAmt |
| Management And General | $4,160 | ManagementAndGeneralAmt |
| Fundraising | $1,686 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,747 | TotalAmt |
| Program Services | $7,559 | ProgramServicesAmt |
| Management And General | $5,826 | ManagementAndGeneralAmt |
| Fundraising | $2,362 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,135 | TotalAmt |
| Program Services | $1,505 | ProgramServicesAmt |
| Management And General | $1,160 | ManagementAndGeneralAmt |
| Fundraising | $470 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,171 | TotalAmt |
| Program Services | $1,522 | ProgramServicesAmt |
| Management And General | $1,173 | ManagementAndGeneralAmt |
| Fundraising | $476 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,611 | TotalAmt |
| Management And General | $7,611 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,220 | TotalAmt |
| Program Services | $4,906 | ProgramServicesAmt |
| Management And General | $3,781 | ManagementAndGeneralAmt |
| Fundraising | $1,533 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,766 | TotalAmt |
| Program Services | $848 | ProgramServicesAmt |
| Management And General | $653 | ManagementAndGeneralAmt |
| Fundraising | $265 | FundraisingAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BAD DEBT EXPENSE | Desc |
| Total | $14,651 | TotalAmt |
| Management And General | $14,651 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $383,063 | TotalAmt |
| Program Services | $182,419 | ProgramServicesAmt |
| Management And General | $158,923 | ManagementAndGeneralAmt |
| Fundraising | $41,721 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,654 | BOYAmt |
| EOY | $26,757 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $402,006 | BOYAmt |
| EOY | $255,248 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $89,021 | BOYAmt |
| EOY | $82,973 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,034 | BOYAmt |
| EOY | $2,419 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $91,192 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $73,242 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,121 | BOYAmt |
| EOY | $17,950 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $802,990 | BOYAmt |
| EOY | $750,316 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,370,826 | BOYAmt |
| EOY | $1,135,663 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,476 | BOYAmt |
| EOY | $11,287 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $148,689 | BOYAmt |
| EOY | $17,601 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $170,165 | BOYAmt |
| EOY | $28,888 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $975,603 | BOYAmt |
| EOY | $907,371 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $161,618 | BOYAmt |
| EOY | $135,964 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $63,440 | BOYAmt |
| EOY | $63,440 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,200,661 | BOYAmt |
| EOY | $1,106,775 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,370,826 | BOYAmt |
| EOY | $1,135,663 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$19,551 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$74,335 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | Yes (1) | AccountantCompileOrReviewInd |
Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FS Audited | 0 | FSAuditedInd |
| Audit Committee | 0 | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $836,506 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $822,457 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $728,499 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $337,848 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $332,232 | CurrentTaxYearAmt |
| Total | $3,057,542 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $836,506 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $822,457 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $728,499 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $337,848 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $332,232 | CurrentTaxYearAmt |
| Total | $3,057,542 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $3,057,542 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,119 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $17,647 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $19,161 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $181,072 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $20,050 | CurrentTaxYearAmt |
| Total | $242,049 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $41,447 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $24,784 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,616 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,908 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,767 | CurrentTaxYearAmt |
| Total | $79,522 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $3,379,113 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $86,827 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.90480 | PublicSupportCY170Pct |
| Public Support PY170 | 0.90950 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $802,990 | BeginningYearBalanceAmt |
| Contributions | $2,998 | ContributionsAmt |
| Investment Earnings Or Losses | -$48,824 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $3,850 | AdministrativeExpensesAmt |
| End Year Balance | $753,314 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $639,924 | BeginningYearBalanceAmt |
| Contributions | $55,000 | ContributionsAmt |
| Investment Earnings Or Losses | $114,634 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $6,568 | AdministrativeExpensesAmt |
| End Year Balance | $802,990 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $600,744 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $45,020 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $5,840 | AdministrativeExpensesAmt |
| End Year Balance | $639,924 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $621,159 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$15,154 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $5,261 | AdministrativeExpensesAmt |
| End Year Balance | $600,744 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $404,713 | BeginningYearBalanceAmt |
| Contributions | $198,877 | ContributionsAmt |
| Investment Earnings Or Losses | $22,985 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $5,416 | AdministrativeExpensesAmt |
| End Year Balance | $621,159 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.91000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.08000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.01000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $12,131 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,123 | DepreciationAmt |
| Book Value | $8,008 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $79,061 | OtherCostOrOtherBasisAmt |
| Depreciation | $69,119 | DepreciationAmt |
| Book Value | $9,942 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $17,950 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| CERTIFICATE OF DEPOSIT | $55,000 | C |
| BENEFICIAL INTEREST IN COMMUNITY FOUNDATION | $695,316 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $750,316 | TotalBookValueSecuritiesAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | 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, 2018, 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. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUTHERAN SOCIAL SERVICES | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 721 PARK STREET | AddressLine1Txt |
| City | MANITOWOC | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54220 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 390816746 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $25,000 | CashGrantAmt |
| Purpose Of Grant | SCHOOL-BASED MENTAL HEALTH GRANT | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 2 | UNITED WAY MANITOWOC COUNTY LAUNCHED A VOLUNTEER CENTER WHICH INCLUDES ONLINE AND IN-PERSON SERVICES FOR NONPROFITS, GROUPS, SCHOOLS, INDIVIDUALS, AND BUSINESSES. |
| FORM 990, PART III, LINE 3 | UNITED WAY MANITOWOC COUNTY CEASED ITS TRADITIONAL ALLOCATION GRANT PROCESS AND ADOPTED AN ISSUE-FOCUSED BUSINESS MODEL WHICH ALLOWS US TO INVEST RESOURCES TO DRIVE SYSTEM CHANGE AND ADDRESS PROBLEMS AT THEIR ROOT WITH OUR PARTNERS. THE REMAINDER OF OUR 2017 ALLOCATION GRANTS WERE PAID OUT IN 2018, PLUS WE PROVIDED A BRIDGE GRANT TO BRING A MENTAL HEALTH PROVIDER TO TWO LOCAL SCHOOLS. |
| 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. |
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