2019-03-05T11:34:53-06:00 2018-06-30 390758449 WIPFLI LLP 4949 HARRISON AVENUE SUITE 300 ROCKFORD IL 611250407 990 2017-07-01 362167843 UNITED WAY OF ROCK RIVER VALLEY UNIT 8159685400 612 N MAIN STREET SUITE 300 ROCKFORD IL 61103 PAUL A LOGLI CEO 8159685400 2019-02-22 1 DAVID R SCHROEPFER P00171692 8153997700 2019-02-22 12.119.193.102 2019-02-22 12:02:47 CS P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 031B5605943C616D0698C28B3AA192922209BDB5 2017 2019-02-21 02:37:17Z PAUL A LOGLI 612 N MAIN STREET SUITE 300 ROCKFORD IL 61103 5295328 0 X WWW.UNITEDWAYRRV.ORG X 1920 IL UNITED WAY LEADS AND UNITES THE ROCK RIVER VALLEY TO MEASURABLY IMPROVE LIVES. 30 30 16 704 0 0 4104420 3960755 0 0 163371 259290 0 33724 4267791 4253769 2314954 2035174 0 0 1065862 1116088 0 0 420865 947900 903949 4328716 4055211 -60925 198558 5997426 6065214 952311 789495 5045115 5275719 X UNITED WAY LEADS AND UNITES THE ROCK RIVER VALLEY TO MEASURABLY IMPROVE LIVES. 0 0 2853178 2035174 19752 GRANTS TO LOCAL 501(C)(3) ORGANIZATIONS THAT ARE IN PARTNERSHIP WITH UNITED WAY ARE FOCUSED ON ADVANCING THE COMMON GOOD BY CREATING OPPORTUNITIES FOR A BETTER LIFE FOR ALL. THE PROGRAMS FOCUS ON THE IMPACT AREAS OF EDUCATION, INCOME, AND HEALTH. BECAUSE EDUCATION IS AN ESSENTIAL BUILDING BLOCK FOR A GOOD LIFE, THE EDUCATION PROGRAMS FOCUS ON HELPING CHILDREN BECOME SUCCESSFUL IN SCHOOL. THE INCOME PROGRAMS FOCUS ON HELPING INDIVIDUALS AND FAMILIES BECOME INDEPENDENT AND FINANCIALLY STABLE, BECAUSE PEOPLE NEED PREDICTABLE RESOURCES TO MEET THEIR BASIC NEEDS, PROVIDE FOR EMERGENCIES, IMPROVE QUALITY OF LIFE, AND MAKE ONGOING INVESTMENTS IN LIFELONG LEARNING IN ORDER TO ACHIEVE ECONOMIC AND FINANCIAL SECURITY. THE HEALTH PROGRAMS INCLUDE SERVICES FOR VICTIMS OF ABUSE, ADDICTION TREATMENT, AND MENTAL ILLNESS SERVICES. 382906 9245 UNITED WAY NEIGHBORHOODS AND COMMUNITY SERVICES - SERVES THE COMMUNITY THROUGH NEEDS ASSESSMENTS THAT FOCUS ON BRINGING RESOURCES TOGETHER TO ADDRESS THE MOST PRESSING NEEDS IN THE COMMUNITY, AS A RESULT THE UNITED WAY COORDINATES THE LOCAL FEMA BOARD, THE LETTER CARRIER FOOD DRIVE, AND OTHER COMMUNITY SERVICES. UNITED WAY 211 IS AN INFORMATION AND REFERRAL SYSTEM THAT CONNECTS THOSE IN NEED TO AVAILABLE RESOURCES IN THE COMMUNITY. THIS SERVICE IS ACCESSIBLE VIA THE TELEPHONE (211) OR INTERNET AT WWW.FINDHELP211.ORG. UNITED WAY IS WORKING TO BRING ASSETS AND PROGRAMS TO IDENTIFIED NEIGHBORHOODS THAT ARE THE MOST VULNERABLE DUE TO HIGH UNEMPLOYMENT, LOW EDUCATIONAL ACHIEVEMENT, AND HIGH POVERTY AND CRIME. PROVIDING JOB SKILLS PROGRAMS, EMPLOYMENT OPPORTUNITIES, INTERVENTIONS FOR AT RISK YOUTH, AND WORKING WITH LOCAL POLICE AND NONPROFIT AGENCIES TO BRING RESOURCES TO THE AREA ARE A FEW OF THE STRATEGIES USED TO HELP BUILD STRONG NEIGHBORHOODS. 195790 4727 EDUCATION IMPACT INITIATIVE - PROGRAMS IN THIS IMPACT AREA INCLUDE: SUCCESS BY 6, I READ, AND A FOCUS ON MIDDLE SCHOOL SUCCESS. THE PRIMARY GOAL OF THE EDUCATION INITIATIVE IS TO ENSURE THAT CHILDREN ARE PREPARED TO ENTER KINDERGARTEN READY TO LEARN, ARE ON TRACK TO SUCCEED BY READING PROFICIENTLY AT THE END OF THIRD GRADE, AND CONTINUE TO SUCCEED BY BEING ON TRACK TO GRADUATE IN 9TH GRADE. SUCCESS BY 6 EMPLOYS STRATEGIES OF BUILDING CHILDREN'S HOME LIBRARIES ALONG WITH PARENT ENGAGEMENT, AND I READ MATCHES VOLUNTEER TUTOR/MENTORS WITH KINDERGARTEN THROUGH 3RD GRADE STUDENTS TO HELP DEVELOP STRONG LITERACY SKILLS. MIDDLE SCHOOL INTERVENTIONS INCLUDE CAREER AWARENESS, MENTAL HEALTH COUNSELING, AND CREATING RELATIONSHIPS WITH CARING ADULTS TO HELP MIDDLE SCHOOL YOUTH SUCCEED ACADEMICALLY AND SOCIALLY. 3431874 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 4 0 1 16 1 0 0 0 0 0 0 0 0 0 0 X 30 30 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IL X X X THERESA MERRIMAN 8159685400 612 N MAIN STREET SUITE 300 ROCKFORD IL 61103 MICHAEL PATERSON FIRST VICE CHAIR & SECRETARY 2.00 X X 0 0 0 JULIE O'ROURKE VICE CHAIR COMMUNITY BUILD 2.00 X X 0 0 0 TOM KRESS TREASURER AND CAMPAIGN CHAIR 2.00 X X 0 0 0 JIM RYAN CHAIR 2.00 X X 0 0 0 LAURA BALUCH DIRECTOR 1.00 X 0 0 0 DANIEL M BOWMAN DIRECTOR 1.00 X 0 0 0 JEDEDIAH CANTRELL DIRECTOR 1.00 X 0 0 0 THOMAS CHALMERS DIRECTOR 1.00 X 0 0 0 NANCY CHAMBERLAIN DIRECTOR 1.00 X 0 0 0 WILLIAM COREY DIRECTOR 1.00 X 0 0 0 SCOTT DEMLER DIRECTOR 1.00 X 0 0 0 DALE DICKINSON DIRECTOR 1.00 X 0 0 0 SARA L DORNER DIRECTOR 1.00 X 0 0 0 GORDON EGGERS JR DIRECTOR 1.00 X 0 0 0 PAUL GAIER DIRECTOR 1.00 X 0 0 0 RYAN GAILEY DIRECTOR 1.00 X 0 0 0 LINDA GERBER DIRECTOR 1.00 X 0 0 0 TROY HAGGESTAD DIRECTOR 1.00 X 0 0 0 JEN HALL DIRECTOR 1.00 X 0 0 0 MIKE HUGHES DIRECTOR 1.00 X 0 0 0 TERRI KNIGHT DIRECTOR 1.00 X 0 0 0 KENT KOHLBACHER DIRECTOR 1.00 X 0 0 0 ROBIN KRESTCHMAN DIRECTOR 1.00 X 0 0 0 DANIELLE POTTER DIRECTOR 1.00 X 0 0 0 JERI ROUSE LOONEY DIRECTOR 1.00 X 0 0 0 CESAR SANCHEZ DIRECTOR 1.00 X 0 0 0 CAROL SCHUSTER DIRECTOR 1.00 X 0 0 0 AISHA SHAHEEN DIRECTOR 1.00 X 0 0 0 LINDA ZUBA DIRECTOR 1.00 X 0 0 0 EDWARD ZUROWSKI JR DIRECTOR 1.00 X 0 0 0 JASON GREY RESIGNED 1.00 X 0 0 0 PAUL LOGLI CEO 40.00 X 119617 0 42105 THERESA MERRIMAN CFO 40.00 X 70759 0 31161 190376 0 73266 1 0 1 0 0 3960755 3960755 62874 62874 1237975 1041559 196416 196416 196416 MISCELLANEOUS 900099 33724 33724 33724 4253769 33724 0 259290 2035174 2035174 254724 168385 24731 61608 606150 391569 82441 132140 15678 10401 1972 3305 121398 80122 14718 26558 118138 79286 12984 25868 28642 21482 4296 2864 18750 14062 2813 1875 19939 19939 20893 15670 3134 2089 9868 8374 498 996 24976 20093 4098 785 39765 30081 6316 3368 48650 36488 7297 4865 16271 12478 1123 2670 14977 11686 1087 2204 41191 31306 5766 4119 11608 8259 1741 1608 8503 6378 1276 849 INITIATIVE EXPENSE 240876 240876 UNCOLLECTIBLE PLEDGES 174786 167261 3700 3825 CAMPAIGN EXPENSES 138804 138804 SUBSCRIPTION & DUES 45450 42443 2542 465 4055211 3431874 202472 420865 X 422871 281248 740194 724299 1260469 1268926 553 36156 40034 183516 150588 27730 32928 2786837 3005828 722616 711951 5997426 6065214 119621 117497 757700 594222 74990 77776 952311 789495 X 1961430 2056831 3083685 3218888 5045115 5275719 5997426 6065214 198558 32046 0 X X 0 1 X 1 0 X 5603776 4784462 4379959 4104420 3960755 22833372 5603776 4784462 4379959 4104420 3960755 22833372 22833372 47378 44230 53052 50051 62874 257585 23090957 33724 0.98880 0.99020 X 2353419 208109 50397 16476 2494655 2173137 287745 91026 16437 2353419 2339707 -37111 113177 16282 2173137 2381380 81939 107081 16531 2339707 1249848 1000000 196693 55700 9461 2381380 1.00000 1 0 183516 150588 32928 32928 CORBETT TRUST - BENEFICIAL INTEREST 711951 711951 PAYABLE TO OTHER ORGANIZATIONS 77776 77776 X 3566157 32046 32046 3534111 19939 699719 719658 4253769 3335553 0 3335553 19939 699719 719658 4055211 PART X, LINE 2: THE ORGANIZATION WAS FORMED AS A TAX-EXEMPT ENTITY UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. MANAGEMENT BELIEVES THE ORGANIZATION CONTINUES TO QUALIFY AS A TAX-EXEMPT ENTITY. THE ORGANIZATION ACCOUNTS FOR INCOME TAXES IN ACCORDANCE WITH FINANCIAL ACCOUNTING STANDARD BOARD (FASB) ACCOUNTING STANDARDS CODIFICATION (ASC) TOPIC 740, ACCOUNTING FOR UNCERTAINTY INCOME TAXES. THE STANDARD PROVIDES DETAILED GUIDANCE FOR THE FINANCIAL STATEMENT RECOGNITION, MEASUREMENT AND DISCLOSURE OF UNCERTAIN TAX POSITIONS RECOGNIZED IN AN ENTERPRISE'S FINANCIAL STATEMENTS AND REQUIRES AN ENTITY TO RECOGNIZE THE FINANCIAL STATEMENT IMPACT OF A TAX POSITION WHEN IT IS MORE LIKELY THAN NOT THAT THE POSITION WILL BE SUSTAINED UPON EXAMINATION. MANAGEMENT DOES NOT BELIEVE ANY UNCERTAIN TAX POSITIONS EXIST AT JUNE 30, 2018 AND 2017. PART XI, LINE 4B - OTHER ADJUSTMENTS: FIN STAT. TOTAL REVENUE IS NET OF CONTRIBUTIONS DESIGNATED BY DONORS 524,933. UNCOLLECTABLE PLEDGES 174,786. PART XII, LINE 4B - OTHER ADJUSTMENTS: CONTRIBUTIONS DESIGNATED BY DONORS 524,933. UNCOLLECTABLE PLEDGES 174,786. 1 AMERICAN RED CROSS OF NORTHWEST ILLINOIS 727 NORTH CHURCH ROCKFORD IL 61103 530196605 501 (C) (3) 17428 PROGRAM SUPPORT ANGELIC ORGANICS LEARNING CENTER 1547 ROCKTON ROAD CALEDONIA IL 61011 364288904 501 (C) (3) 59369 PROGRAM SUPPORT BARBARA OLSON CENTER OF HOPE 3206 NORTH CENTRAL ROCKFORD IL 61103 362212474 501 (C) (3) 27772 PROGRAM SUPPORT BLACKHAWK LEARNING CONNECTION 421 BUCKBEE STREET ROCKFORD IL 61104 362719365 501 (C) (3) 48060 PROGRAM SUPPORT BOY SCOUTS OF AMERICA BLACKHAWK AREA COUNCIL 2820 MCFARLAND ROAD ROCKFORD IL 61107 362169127 501 (C) (3) 53242 PROGRAM SUPPORT BOYS & GIRLS CLUB OF ROCKFORD 1040 N SECOND STREET ROCKFORD IL 61107 362167840 501 (C) (3) 104974 PROGRAM SUPPORT CATHOLIC CHARITIES (DIOCESE OF ROCKFORD) 555 COLEMAN CENTER DRIVE ROCKFORD IL 61108 362181998 501 (C) (3) 42022 PROGRAM SUPPORT CHILDREN'S HOME AID 424 7TH STREET ROCKFORD IL 61104 362167743 501 (C) (3) 43312 PROGRAM SUPPORT COMPREHENSIVE COMMUNITY SOLUTIONS 917 S MAIN STREET ROCKFORD IL 61101 363842309 501 (C) (3) 32872 PROGRAM SUPPORT COURT APPPOINTED SPECIAL ADVOCATES (CASA) 403 ELM STREET ROCKFORD IL 61101 363598643 501 (C) (3) 10134 PROGRAM SUPPORT DISCOVERY CENTER MUSEUM 711 NORTH MAIN STREET ROCKFORD IL 61103 363292135 501 (C) (3) 56775 PROGRAM SUPPORT EASTER SEALS METROPOLITAN CHICAGO (ROCKFORD REGION) 650 NORTH MAIN STREET ROCKFORD IL 61103 362169153 501 (C) (3) 24882 PROGRAM SUPPORT FAMILY COUNSELING SERVICES OF NORTHERN ILLINOIS 210 N LONGWOOD STREET ROCKFORD IL 61107 362167065 501 (C) (3) 35067 PROGRAM SUPPORT FOCUS HOUSE 3279 HIGHWAY 251 NORTH ROCHELLE IL 61068 300285702 501 (C) (3) 11335 PROGRAM SUPPORT GIRL SCOUTS OF NOTHERN ILLINOIS 2820 MCFARLAND ROAD ROCKFORD IL 61107 362358083 501 (C) (3) 49695 PROGRAM SUPPORT GOODWILL INDUSTRIES OF NORTHERN ILLINOIS PO BOX 17017 ROCKFORD IL 61110 362167846 501 (C) (3) 9722 PROGRAM SUPPORT HARLEM COMMUNITY CENTER 900 ROOSEVELT ROAD MACHESNEY PARK IL 61115 362706406 501 (C) (3) 9591 PROGRAM SUPPORT HOPE OF OGLE COUNTY PO BOX 131 ROCHELLE IL 61068 363304863 501 (C) (3) 28448 PROGRAM SUPPORT HUB CITY SENIOR CENTER 401 CHERRY AVE ROCHELLE IL 61068 363531683 501 (C) (3) 14020 PROGRAM SUPPORT KEN-ROCK COMMUNITY CENTER 3218 11TH STREET ROCKFORD IL 61109 362204841 501 (C) (3) 28864 PROGRAM SUPPORT LIFESCAPE COMMUNITY SERVICES 705 KILBURN AVE ROCKFORD IL 61101 363303361 501 (C) (3) 70279 PROGRAM SUPPORT LYDIA HOME ASSOCIATION 223 S WINNEBAGO STREET ROCKFORD IL 61102 361412810 501 (C) (3) 30050 PROGRAM SUPPORT MT MORRIS SENIOR CENTER 9 EAST FRONT STREET MOUNT MORRIS IL 61054 362938190 501 (C) (3) 5926 PROGRAM SUPPORT NORTHWEST COMMUNITY CENTER 1325 NORTH JOHNSTON AVE ROCKFORD IL 61101 362588247 501 (C) (3) 40707 PROGRAM SUPPORT OGLE COUNTY REPORTING CENTER 106 SOUTH FIFTH STREET OREGON IL 61061 300285702 501 (C) (3) 11993 PROGRAM SUPPORT PATRIOTS GATEWAY COMMUNITY CENTER 615 SOUTH FIFTH STREET ROCKFORD IL 61104 364048431 501 (C) (3) 18582 PROGRAM SUPPORT PRAIRIE STATE LEGAL SERVICES 303 N MAIN STREET ROCKFORD IL 61101 371030764 501 (C) (3) 36831 PROGRAM SUPPORT RAMP 202 MARKET STREET ROCKFORD IL 61107 363149827 501 (C) (3) 20270 PROGRAM SUPPORT REMEDIES RENEWING LIVES 220 EASTON PARKWAY ROCKFORD IL 61108 362464898 501 (C) (3) 51995 PROGRAM SUPPORT ROCK RIVER CENTER 810 S 10TH STREET OREGON IL 61061 362882818 501 (C) (3) 22290 PROGRAM SUPPORT ROCKFORD SEXUAL ASSUALT COUNSELING 4990 EAST STATE STREET ROCKFORD IL 61108 362969015 501 (C) (3) 43794 PROGRAM SUPPORT ROSECRANCE INC 1021 NORTH MULFORD ROAD ROCKFORD IL 61107 362862928 501 (C) (3) 40834 PROGRAM SUPPORT SALVATION ARMY OF WINNEBAGO COUNTY PO BOX 4159 ROCKFORD IL 61110 363412185 501 (C) (3) 88613 PROGRAM SUPPORT SERENTITY HOSPICE & HOME 1658 S IL ROUTE 2 OREGON IL 61061 363286347 501 (C) (3) 13004 PROGRAM SUPPORT SHELTER CARE MINISTRIES 412 N CHURCH STREET ROCKFORD IL 61103 363374370 501 (C) (3) 27833 PROGRAM SUPPORT SHINING STAR CHILDREN'S ADVOCACY CENTER 215 EAST 1ST STREET SUITE 100 DIXON IL 61021 300135798 501 (C) (3) 12401 PROGRAM SUPPORT THE LITERACY COUNCIL 982 N MAIN STREET ROCKFORD IL 61103 363412185 501 (C) (3) 73684 PROGRAM SUPPORT VILLAGE OF PROGRESS 710 S 13TH STREET OREGON IL 61061 362167910 501 (C) (3) 21536 PROGRAM SUPPORT YMCA OF ROCK RIVER VALLEY 220 Y BLVD ROCKFORD IL 61107 362174838 501 (C) (3) 36609 PROGRAM SUPPORT YOUTH SERVICES BUREAU OF ILLINOIS VALLEY 102 S MADISON STREET ROCKFORD IL 61104 362919569 501 (C) (3) 18001 PROGRAM SUPPORT YOUTH SERVICES NETWORK 107 N 3RD STREET SUITE A ROCKFORD IL 61107 363297042 501 (C) (3) 207897 PROGRAM SUPPORT ZION DEVELOPMENT CORPORATION 910 FIFTH AVE ROCKFORD IL 61104 363229794 501 (C) (3) 24404 PROGRAM SUPPORT DONOR DESIGNATIONS TO OTHER UNITED WAYS 501 (C) (3) 69185 DONOR DESIGNATIONS THIRD PARTY DESIGNATIONS 315371 DONOR DESIGNATIONS 43 1 PART I, LINE 2: THE UNITED WAY OF ROCK RIVER VALLEY MAKES PROGRAM GRANTS TO LOCAL AGENCIES. THE AGENCIES COMPLETE A SCREENING THAT INCLUDES AN APPLICATION PROCESS, FINANCIAL REVIEW OF THE ORGANIZATION, AND VERIFICATION OF CURRENT STATUS AS A 501 (C) (3) ORGRANIZATION. THE ORGANIZATION IS ALSO MONITORED FOR PROGRAM RESULTS AND COMPLIANCE WITH THE TERMS OF THE GRANTS. PART II LINE I SOME DONOR DESIGNATIONS WERE PAID DIRECTLY TO THE DESIGNATED AGENCY BY A THIRD PARTY; THOSE DESIGNATIONS TOTAL $315,371. X X 0 0 0 0 0 0 0 0 0 PAUL LOGLI CEO 119617 0 0 0 0 0 11342 0 30763 0 161722 0 0 0 FORM 990, PART VI, SECTION A, LINE 3 STAFF MANAGEMENT, A PROFESSIONAL EMPLOYER ORGANIZATION OR PEO, ASSISTS THE AGENCY WITH ITS HUMAN RESOURCE FUNCTIONS, PROVIDES HEALTH INSURANCE ADMINISTRATION AND PAYROLL SERVICES INCLUDING FILING ALL WAGE AND PAYROLL TAX RETURNS ON BEHALF OF THE ORGANIZATION. HOWEVER, THE ORGANIZATION REMAINS IN CONTROL OF MANAGEMENT DUTIES SUCH AS DECISIONS ABOUT PERSONNEL, HIRING, AND FIRING. ALL WAGE AND PAYROLL TAX RETURNS ARE FILED UNDER THE FEIN# OF STAFF MANAGEMENT, INCLUDING THE AMOUNT LISTED ON PART V, LINE 2A. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS DISTRIBUTED TO THE BOARD OF DIRECTORS PRIOR TO FILING FORM 990, PART VI, SECTION B, LINE 12C COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY IS MONITORED BY THE BOARD OF DIRECTORS. ANNUALLY, THE GOVERNING BODY REVIEWS THE POLICY AND EACH DIRECTOR SIGNS A CONFLICT OF INTEREST DISCLOSURE STATEMENT FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE IS RESPONSIBLE FOR SETTING THE COMPENSATION OF THE C.E.O/PRESEIDENT. THE MEETING IS DOCUMENTED AND THE GOVERNING BODY IS INFORMED OF ANY CHANGES IN COMPENSATION OF THE C.E.O/PRESIDENT FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS AND CONFLICTS OF INTEREST ARE AVAILABLE ON REQUEST, THE FINANCIAL STATEMENTS AND 990 ARE PUBLISHEED ON WWW.UNITEDWAYRRV.ORG FORM 990, PART XII, LINE 2C OVERSIGHT SELECTION PROCESS: THE ORGANIZATION'S AUDIT COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT HAS NOT CHANGED THEIR SELECTION OR OVERSIGHT PROCESS FROM THE PREVIOUS YEAR.