2018-08-07T11:20:36-07:00 2017-12-31 990 2017-01-01 390935496 UNITED WAY OF MARATHON COUNTY INC UNIT 7158482927 705 S 24th Ave Ste 400B Wausau WI 54401 Jeff Sargent Executive Director/CEO 7158482927 2018-05-17 2017 2022-09-23 18:48:47Z Jeff Sargent 705 S 24th Ave Ste 400B Wausau WI 54401 3530274 0 X www.unitedwaymc.org X 1959 WI United Way volunteers have selected the following four issues as critical: Supporting children in the early years, helping at-risk youth develop and achieve their potential, improving families' ability to meet basic needs, and improving health and wellness. 29 29 24 2845 0 0 3327046 3349798 0 0 7059 46101 58500 91771 3392605 3487670 1686242 1695472 0 0 984749 1022426 0 0 282282 674029 738383 3345020 3456281 47585 31389 4317547 4463949 1821793 1879661 2495754 2584288 Unite people and organizations in Marathon County to build a stronger community and strategically invest in education, income and health priorities to improve lives now and into the future. 0 0 2134450 1695472 0 United Way of Marathon County engages people in giving back to their community. By bringing together people with passion, expertise and resources, United Way of Marathon County is able to achieve far greater results than any one group or organization working alone. With input from community experts and volunteers, focused goals have been set in the areas of education, income and health, the building blocks for a good quality of life. United Way of Marathon County is advancing this agenda by working with our community partners to develop action plans that will create the desired change. Examples of the goals we want to achieve include improving kindergarten readiness, reducing relationship violence and reducing hunger and homelessness. By focusing on key issues and leveraging partnerships and resources, we can effectively and efficiently get results. 241102 0 0 United Way's 2-1-1 is an information and referral service that is here to help answer questions and connect you to services 24 hours a day, 7 days a week; by phone, through publications, via the online searchable database, or by email. 2-1-1 provides information regarding support groups, family counseling, services for an aging parent, financial assistance, volunteer opportunities, other community services and groups and much more. The information and referrals that they provide are free, confidential and personalized. 80176 0 0 United Way RSVP (Retired and Senior Volunteer Program) is a nationwide volunteer program for persons 55 and over which is made possible through a federal grant from the Corporation for National and Community Service. RSVP volunteers help address community priorities such as, tutoring and mentoring youth, hunger and homelessness, elderly support services and more at nearly 40 non-profit agencies. RSVP staff provide personalized volunteer placement and other benefits for members along with free community programming to encourage healthy active aging for all older adults. In 2016, 412 RSVP volunteers provided 51,050 hours of service to our community. 384488 0 0 Additional United Way affiliate programs are; Ready to Read, Women in Action, Bundles of Joy, Emerging Leaders, the LIFE project, Hunger Coalition, Early Years, Housing and Homeless Coalition and the Volunteer Connection. More information regarding these programs is available on our website, www.unitedwaymc.org. 384488 0 0 2840216 1 1 0 0 0 0 0 0 0 1 1 0 0 1 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 15 0 1 24 1 0 0 0 0 0 0 X 29 29 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WI X X X UNITED WAY OF MARATHON COUNTY INC 7158482927 705 S 24th Ave Ste 400B Wausau WI 54401 April Brode At Large Community Officer 1 0 X X 0 0 0 Leslie Brown Board Member 1 0 X 0 0 0 Denis Crevier Vice President of Finance 1 0 X X 0 0 0 Janet Felch Board Member 1.0 0 X 0 0 0 Ryan Gallagher Board Member 1.0 0 X 0 0 0 Vicki Jeppesen Board Member 1.0 0 X 0 0 0 Sue Matis Board Member 1.0 0 X 0 0 0 Dan Peters Board Member 1.0 0 X 0 0 0 Chris Pfender Board Member 1.0 0 X 0 0 0 Mark Pisca Board Member 1.0 0 X 0 0 0 Jim Waldron Assoc Campaign Chair 1.0 0 X X 0 0 0 Scott Ziemer Board Member 1.0 0 X 0 0 0 Patrick Bradley Vice President Community Impact 1.0 0 X X 0 0 0 Matt Heywood Campaign Chair 1.0 0 X X 0 0 0 Dennis DeLoye President Elect 1.0 0 X X 0 0 0 Janel Thoune Vice President Marketing 1.0 0 X X 0 0 0 James McIntyre Past President 1.0 0 X X 0 0 0 Duane Meyer President 1.0 0 X X 0 0 0 Antonina Olszewski Board Member 1.0 0 X X 0 0 0 Julie Bliss Ex-Officio 1.0 0 X 0 0 0 Mike Logsdon Board Member 1.0 0 X 0 0 0 Peter Mouw Board Member 1.0 0 X 0 0 0 PaHnia Thao Board Member 1.0 0 X 0 0 0 Brian Funfar Board Member 1.0 0 X 0 0 0 Jon Krueger Board Member 1.0 0 X 0 0 0 Lisa Grill-Dodson Board Member 1.0 0 X 0 0 0 Kevin Kraft Board Member 1.0 0 X 0 0 0 Linda Koepke Agency Representative 1.0 0 X 0 0 0 Laura Bennett Ex-Officio 1.0 0 X 0 0 0 Jeffrey Sargent Executive Director 40.00 0 X 83441 0 21320 Joseph Tazelaar Finance Director 40.00 0 X 67008 0 3166 150449 0 24486 0 0 0 0 0 0 0 30365 0 158073 3161360 43468 3349798 0 19205 19205 0 0 0 0 0 0 0 0 0 0 0 0 69500 0 42604 0 26896 0 26896 26896 0 0 30365 211 Portage, Northwoods and Brown Counties 900099 89375 89375 0 0 Service Fees 900099 2396 2396 0 0 0 0 0 0 91771 3487670 137872 0 0 1695472 1695472 0 0 0 0 0 0 174935 73315 54475 47145 0 0 0 0 672681 433702 128108 110871 0 0 0 0 104453 63100 22168 19185 70357 40288 16119 13950 0 0 0 0 0 0 0 0 15827 6633 4929 4265 0 0 0 0 0 0 7613 0 7613 0 0 0 0 0 28317 28089 122 106 192400 182754 5171 4475 8235 5146 1656 1433 0 0 0 0 130669 84662 24663 21344 4511 3778 393 340 0 0 0 0 21005 18145 1533 1327 0 0 0 0 35767 14990 11138 9639 35194 14750 10959 9485 8603 5652 1582 1369 Campaign 75102 32557 22807 19738 Maintenance 33254 18922 7683 6649 Information and Education 96440 89909 3501 3030 45446 28352 9163 7931 3456281 2840216 333783 282282 748943 953030 681112 686800 2052506 1884607 54174 70725 0 0 0 0 0 0 0 0 14378 22854 339772 242570 126914 97202 639520 748731 4317547 4463949 91390 133053 1730403 1746608 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1821793 1879661 X 449031 419692 2046723 2164596 0 0 2495754 2584288 4317547 4463949 31389 57145 0 0 0 0 X 0 1 X 1 0 X 3353588 3141200 3192124 3327046 3349798 16363756 0 0 0 0 0 0 0 0 0 0 3353588 3141200 3192124 3327046 3349798 16363756 3621120 12742636 45711 42129 47780 27235 19205 182060 0 0 0 0 0 0 0 62102 57406 58500 89375 267383 16813199 145275 0.75789 0.76408 X Schedule A, Part II, Line 10 United Way of Marathon County's 2-1-1 is contracted by Lincoln, Oneida, Vilas, Brown and Portage Counties to provide 2-1-1 information and referrals for those counties. The "Other Income" reported in line 10 is the revenue collected from those counties to provide that service. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 639521 20700 96123 0 0 7613 748731 663018 650 46756 0 63600 7303 639521 763689 650 -41359 0 51800 8162 663018 790403 2045 17044 0 37100 8703 763689 735306 0 99290 0 35800 8393 790403 1 0 0 1 0 0 0 0 0 0 0 0 0 37521 7502 30019 0 302251 235068 67183 0 0 0 0 97202 Endowment Fund 748731 748731 0 0 X 3537202 57145 0 0 0 57145 3480057 7613 0 7613 3487670 3448668 0 0 0 0 0 3448668 7613 0 7613 3456281 Schedule D, Part V, Line 4 The purpose of this fund is to allow United Way of Marathon County to help meet the current and future human care needs of Marathon County. Requests to spend the earnings shall be as recommended by United Way of Marathon County Board of Directors. Requests to spend principal shall be requested by United Way of Marathon County Board of Directors for emergency purposes only. All expenditures are subject to approval of the Community Foundation of North Central Wisconsin's Board of Directors. Schedule D, Part X, Line 2 United Way of Marathon County is a non-profit organization exempt from federal income tax under section 501(c)(3) of the Internal Revenue Code. The organization is also exempt for Wisconsin tax purposes. The organization does not believe it has any material uncertain tax positions requiring recognition or measurement in accordance with GAAP. Women in Action - Power of the Purse 30365 0 30365 0 0 0 0 0 7709 0 0 30365 0 30365 0 0 0 0 0 7709 7709 22656 1 North Central Community Action Program 911 Jackson St Suite 104 Wausau WI 54403 391080179 501 (c) 3 231500 0 1 Emergency Food Assistance Fund (EFAF) 2 Emergency Housing Assistance Fund (EHAF) American Red Cross 3057 Michigan Ave Stevens Point WI 54481 390808444 501 (c) 3 10000 0 Basic needs assistance for victims of disaster. Big Brothers Big Sisters 2600 Stewart Ave Suite 262 Wausau WI 54401 391258616 501 (c) 3 83340 0 Community and school based mentoring Samoset Council 3511 Camp Phillips Rd Schofield WI 54476 390813397 501 (c) 3 35000 0 Scouting for at-risk youth. Boys and Girls Club PO Box 2386 Wausau WI 544022386 391850386 501 (c) 3 83340 0 Formula for Impact Catholic Charities 1105 S 10th Ave Wausau WI 54401 391896823 501 (c) 3 94000 1. Project Step-Up 2. St. Lawrence Community Services 3. Wausau Warming Center Childcaring 407 W Main St Merrill WI 54452 391758683 501 (c) 3 242800 Good Start Grants Childrens Hospital of WI 705 S 24th Ave Suite 402 Wausau WI 54401 390806380 501 (c) 3 270127 0 1. Child and Family Counseling Program 2. Marathon County visitation 3. Group based parent education 4. In-home parent education 5. Pyramid Model 6. Start Right home visiting 7. Teen LEAP Community Corner Clubhouse 811 N 3rd Ave Wausau WI 54401 930838179 501 (c)3 9500 0 Community Corner Clubhouse Faith in Action 630 Adams St Wausau WI 54403 203244315 501 (c) 3 22250 0 Support for Seniors Girl Scouts of the North Western Great Lakes 3511 Camp Phillips Rd Schofield WI 54476 391016314 501 (c) 3 41670 0 Reaching Out Peaceful Solutions 1720 Merrill Ave Wausau WI 54401 208223946 501 (c) 3 227250 0 1. Childhood Trauma Counseling 2. Mental Health Counseling 3. Substance Abuse Treatment 4. The CHOICES Program 5. The Mentoring & Aftercare Program 6. The S.A.F.E Program (Stopping Abuse For Everyone) Spencer Kids Group 305 S Haslow St Spencer WI 54479 391826608 501 (c) 3 18430 0 Spencer Kids Group The Neighbors Place 745 Scott St Wausau WI 54403 391940241 501 (c) 3 18500 0 Youth Ed Program The Salvation Army 202 Callon St Wausau WI 54401 392167910 501 (c) 3 65000 0 1. Lunch Program 2. Transitional Living Center The Womens Community 2801 N 7th St Suite 300 Wausau WI 54403 391290452 501 (c) 3 149500 0 1. Domestic Abuse Victims Services 2. Sexual Assault Victim Services 3. Transitional Living Program Wausau Area Mobile Meals 609 Scott St Suite G Wausau WI 54401 391238060 501 (c) 3 32750 0 Mobile Meals WI Automotive and Truck Education PO BOX 1542 Wausau WI 54402 391990500 501 (c) 3 20000 0 Wheels to Work, Interest free auto loans to qualified individuals Wisconsin Judicare Inc PO BOX 6100 Wausau WI 544026100 391170880 501 (c) 3 9750 0 Domestic Violence Intervention Project (DVIP) 19 0 Schedule I, Part I, Line 2 Organizations are required to submit requests for proposals when applying for funds. This request asks for financial as well as program outcome data. Site visits to the organization are also done. Any organization with over $100,000 of income is required to submit a yearly audit. X 6 42768 Market Value at time of transfer 0 0 1 0 Form 990, Part VI, Section B, Line 11b The 990 is emailed to all board members and also reviewed by the Executive Director and the VP of Administration prior to filing. Form 990, Part VI, Section B, Line 12c Officers, directors, volunteers and employees are asked to sign a conflict of interest policy annually. If a discussion or board action is being taken that is relevant to an item disclosed on a members conflict of interest policy, then they are asked to abstain from the discussion and the vote. Form 990, Part VI, Section B, Line 15 Annually the board reviews the salaries for the CEO (Executive Director) and each employee. They approve salary ranges for each position and make sure they are comparable to similar positions/salaries in the community. Form 990, Part VI, Section C, Line 19 Our governing documents, conflict of interest policy and our 990 are available upon request. Our 990 is available on our own website; www.unitedwaymc.org and also on www.guidestar.com The audit for United Way of Marathon County was not scheduled to complete until mid-April. We needed some extra time to include our audited financials.