2018-05-31T16:10:13-05:00 2017-12-31 391173131 SCHENCK SC PO BOX 23819 GREEN BAY WI 543053819 990 2017-01-01 390806299 BROWN COUNTY UNITED WAY BROW 9204323393 112 N ADAMS ST STE 201 GREEN BAY WI 54301 ROBYN DAVIS PRESIDENT/CEO 9204323393 2018-05-23 1 WENDY MALLO P00640456 9204367800 2018-05-23 2017 2022-09-23 18:48:47Z ROBYN DAVIS 112 N ADAMS ST STE 201 GREEN BAY WI 54301 4073343 0 X WWW.BROWNCOUNTYUNITEDWAY.ORG X 1925 WI TO DEVELOP FINANCIAL RESOURCES NEEDED TO MEET THE HUMAN SERVICES NEEDS OF THE COMMUNITY AND TO REDUCE THE NUMBER OF APPEALS FOR FINANCIAL SUPPORT AND SERVICES. 27 27 16 600 0 0 4072034 3862000 81196 72042 30798 114128 2276 3822 4186304 4051992 3255533 3160930 0 0 808301 801191 0 0 399198 444522 418172 4508356 4380293 -322052 -328301 5206021 4942872 1030992 1004228 4175029 3938644 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 3181604 3160930 72042 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. 299344 COMMUNITY IMPACT - IN 2017, THE COMMUNITY IMPACT DEPARTMENT EVALUATED AND FUNDED 36 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 MORE THAN 80,000 PEOPLE. DEPARTMENT STAFF COORDINATED THE YEAR-ROUND WORK OF THE AFOREMENTIONED COMMITTEES; PROVIDED OUTCOMES CONSULTING AND PROGRAM EVALUATION SUPPORT; ORGANIZED AND LED COMMUNITY BUILDING ACTIVITIES AND EVENTS; AND CONVENED ORGANIZATIONS AROUND PRIORITY ISSUES TO BRING ABOUT COLLABORATIVE SOLUTIONS. 247593 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 2017. A COMMUNITY RESOURCE DATABASE COMPRISED OF MORE THAN 2,000 RESOURCES WAS MAINTAINED BY 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. 3728541 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 1 0 0 0 0 0 0 0 1 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 1 16 1 0 0 0 0 0 0 0 0 0 0 X 27 27 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 DENNIS GRUSNICK CHAIR 1.50 X X 0 0 0 DR AMANDA KIM VICE CHAIR 1.50 X X 0 0 0 STEVE SCHMEISSER TREASURER 1.50 X X 0 0 0 SCOTT HANSEN MEMBER 1.50 X 0 0 0 RICK HEARDEN MEMBER 0.50 X 0 0 0 CHRISTOPHER HOWALD MEMBER 0.50 X 0 0 0 ADAM JACKSON MEMBER 1.50 X 0 0 0 SCOTT JOHNSON 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 1.50 X 0 0 0 GEORGE KERWIN MEMBER 0.50 X 0 0 0 JEFF KIRCHNER MEMBER 1.50 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 0.50 X 0 0 0 FRANK STACKHOUSE MEMBER 0.50 X 0 0 0 PETER VANDENHOUTEN MEMBER 0.50 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 0.50 X 0 0 0 TIM LAU MEMBER 0.50 X 0 0 0 THOMAS VANDENBERG MEMBER 0.50 X 0 0 0 GREG MAASS PRESIDENT/CEO 40.00 X 58075 0 3750 CHERYL CERRATO CHIEF FINANCIAL OFFICER 40.00 X 61580 0 18142 ROBYN DAVIS PRESIDENT/CEO 40.00 X 65468 0 3815 185123 0 25707 0 0 0 0 0 11231 4305 3846464 56713 3862000 SERVICE FEES 900099 72042 72042 72042 73012 73012 57486 16370 41116 41116 41116 4677 11231 4981 -304 -304 MISCELLANEOUS INCOME 900099 4126 4126 4126 4051992 72042 0 117950 3160930 3160930 210830 47481 122831 40518 457261 277892 12475 166894 25247 14750 1934 8563 57286 34998 4916 17372 50567 26121 11214 13232 11000 11000 67253 48558 9106 9589 1873 1873 150207 46258 14339 89610 41041 17777 6545 16719 9764 2717 2835 4212 6860 1675 2212 2973 45893 20055 6976 18862 5852 2542 884 2426 7394 3231 1124 3039 MISCELLANEOUS 47150 2356 42886 1908 PRIZE GIVEAWAYS 20674 20674 MEMBERSHIP DUES 1997 526 1277 194 AWARDS 1214 1214 4380293 3728541 252554 399198 X 531746 611669 541400 708076 2155016 1501719 19724 6854 18829 19944 58902 54649 8805 4253 1496507 1643273 413320 447084 20674 0 5206021 4942872 1030992 1004228 1030992 1004228 X 1394319 1370140 2710380 2498090 70330 70414 4175029 3938644 5206021 4942872 -328301 91916 0 X X 0 1 X 1 0 X 5031440 4847633 4855919 4072034 3862000 22669026 5031440 4847633 4855919 4072034 3862000 22669026 132320 22536706 59189 78576 78908 62994 73012 352679 1929 3452 1266 1708 -304 8051 5811 7399 6915 568 4126 24819 23054575 498215 0.97750 0.98030 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2013 AMOUNT: $ 5,811. 2014 AMOUNT: $ 7,399. 2015 AMOUNT: $ 6,915. 2016 AMOUNT: $ 568. 2017 AMOUNT: $ 4,126. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 271256 84 37074 10183 298231 263847 17300 9891 271256 289098 -12113 10431 2707 263847 292044 6745 9691 289098 257050 34994 292044 0.30220 0.23610 0.46170 0 0 58902 54649 4253 4253 BENEFICIAL INTEREST IN ASSETS HELD BY COMMUNITY FOUNDATION 298231 F BENEFICIAL INTEREST IN IRREVOCABLE TRUST 148853 F 447084 X 3431285 91916 218840 4981 315737 3115548 936444 936444 4051992 3667670 218840 4981 223821 3443849 936444 936444 4380293 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: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. HOWEVER, INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE ORGANIZATION'S TAX-EXEMPT PURPOSE IS SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. IN ADDITION, THE ORGANIZATION QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A) AND HAS BEEN CLASSIFIED AS AN ORGANIZATION OTHER THAN A PRIVATE FOUNDATION. THE ORGANIZATION IS ALSO EXEMPT FROM WISCONSIN INCOME TAXES. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES REPORTED IN REVENUES 4,981. PART XI, LINE 4B - OTHER ADJUSTMENTS: AMOUNTS RAISED ON BEHALF OF OTHERS 936,444. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES REPORTED IN REVENUES 4,981. PART XII, LINE 4B - OTHER ADJUSTMENTS: AMOUNTS RAISED ON BEHALF OF OTHERS 936,444. ANNUAL EVENT 15908 11231 4677 4981 15908 11231 4677 4981 4981 -304 1 AIDS RESOURCE CENTER OF WISCONSIN 445 SOUTH ADAMS STREET GREEN BAY WI 54301 391534049 501(C)(3) 17624 PROGRAM SUPPORT FOUNDATIONS HEALTH AND WHOLENESS 1601 WEST MASON STREET GREEN BAY WI 54303 391047205 501(C)(3) 42742 PROGRAM SUPPORT AMERICAN RED CROSS LAKELAND CHAPTER 2131 DECKNER AVENUE GREEN BAY WI 54308 390866230 501(C)(3) 62290 PROGRAM SUPPORT ASPIRO 1673 DOUSMAN AVENUE GREEN BAY WI 54303 390987024 501(C)(3) 65364 PROGRAM SUPPORT BAY LAKES COUNCIL BOY SCOUTS OF AMERICA PO BOX 267 APPLETON WI 54912 391184320 501(C)(3) 62800 PROGRAM SUPPORT BIG BROTHERS BIG SISTERS OF NORTHEAST WISCONSIN 1345 WEST MASON STREET 210 GREEN BAY WI 54303 391274696 501(C)(3) 146827 PROGRAM SUPPORT BOYS AND GIRLS CLUB OF GREEN BAY 311 SOUTH ONEIDA STREET GREEN BAY WI 54303 396102943 501(C)(3) 166930 PROGRAM SUPPORT BROWN COUNTY ORAL HEALTH PARTNERSHIP 2701 LARSON ROAD GREEN BAY WI 54303 208969896 501(C)(3) 70043 PROGRAM SUPPORT CASA OF BROWN COUNTY 414 EAST WALNUT STREET SUITE 281 GREEN BAY WI 54301 200476117 501(C)(3) 46738 PROGRAM SUPPORT CATHOLIC CHARITIES OF THE DIOCESE OF GREEN BAY INC 1825 RIVERSIDE DRIVE GREEN BAY WI 54301 390808438 501(C)(3) 151675 PROGRAM SUPPORT CURATIVE CONNECTION 2900 CURRY LANE GREEN BAY WI 54308 390806435 501(C)(3) 74200 PROGRAM SUPPORT ENCOMPASS EARLY EDUCATION AND CARE 1300 BELLEVUE STREET GREEN BAY WI 54303 390824004 501(C)(3) 212586 PROGRAM SUPPORT FAMILY AND CHILDCARE RESOURCES OF NEW 201 WEST WALNUT STREET SUITE F GREEN BAY WI 54303 263004541 501(C)(3) 24827 PROGRAM SUPPORT FAMILY SERVICES OF NORTHEAST WISCONSIN 300 CROOK STREET GREEN BAY WI 54301 390827320 501(C)(3) 631347 PROGRAM SUPPORT FREEDOM HOUSE 2997 ST ANTHONY DRIVE GREEN BAY WI 54311 391721843 501(C)(3) 64754 PROGRAM SUPPORT GIRL SCOUTS OF NORTWESTERN GREAT LAKES PO BOX 9427 GREEN BAY WI 54308 391016314 501(C)(3) 45038 PROGRAM SUPPORT GOLDEN HOUSE 1120 UNIVERSITY AVENUE GREEN BAY WI 54302 391342659 501(C)(3) 128368 PROGRAM SUPPORT GREEN BAY PUBLIC SCHOOLS - MCKINNEY VENTO HOMELESS PROGRAM 200 SOUTH BROADWAY GREEN BAY WI 54303 396002329 501(C)(3) 28243 PROGRAM SUPPORT HOUSE OF HOPE 1660 CHRISTIANA STREET GREEN BAY WI 54303 391708805 501(C)(3) 65855 PROGRAM SUPPORT LEGAL ACTION OF WISCONSIN 201 WEST WALNUT STREET SUITE 203 GREEN BAY WI 54303 391077192 501(C)(3) 56935 PROGRAM SUPPORT LITERACY GREEN BAY INC 424 SOUTH MONROE STREET GREEN BAY WI 54301 391383597 501(C)(3) 81713 PROGRAM SUPPORT NEW COMMUNITY CLINIC 622 BODART STREET GREEN BAY WI 54301 391200636 501(C)(3) 165956 PROGRAM SUPPORT NEW COMMUNITY SHELTER INC 301 MATHER STREET GREEN BAY WI 54303 391787059 501(C)(3) 82483 PROGRAM SUPPORT SALVATION ARMY OF BROWN COUNTY 1315 LIME KILN ROAD GREEN BAY WI 54311 390806899 501(C)(3) 132490 PROGRAM SUPPORT VOLUNTEER CENTER OF BROWN COUNTY 984 9TH STREET GREEN BAY WI 54304 391208998 501(C)(3) 29763 PROGRAM SUPPORT OTHER UNITED WAYS AND OTHER ORGANIZATIONS VARIOUS GREEN BAY WI 54301 999999999 501(C)(3) 495129 PROGRAM SUPPORT HMONG CENTER OF GREEN BAY 401 9TH STREET GREEN BAY WI 54304 391952856 8210 PROGRAM SUPPORT PART I, LINE 2: QUALIFICATION ASSESSMENTS ARE DONE BEFORE THE GRANTS ARE ISSUED. ONCE THE GRANTS ARE ISSUED, EACH GRANT, WILL HAVE ANNUAL OUTCOME MEASUREMENTS TO INSURE PROGRAM RESULTS. X VARIOUS SUPPLIES AND ADVERTISING 22 50096 FAIR MARKET VALUE X PRINTING AND PUBLICATIONS 2 3852 FAIR MARKET VALUE X TRAVEL - PARKING PASSES 1 2765 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. FORM 990, PART XII, LINE 2C: THE ORGANIZATION DID NOT CHANGE ITS OVERSIGHT PROCESS OR THE PROCESS USED FOR SELECTING AN INDEPENDENT ACCOUNTANT DURING THE YEAR.