2018-04-04T12:19:46-05:00 2017-06-30 390758449 Wipfli LLP 4949 Harrison Avenue Suite 300 Rockford IL 611250407 990 2016-07-01 362167843 United Way of Rock River Valley UNIT 8159685400 612 N Main Street Suite 300 Rockford IL 61103 Paul A Logli CEO 8159685400 2018-02-28 1 David R Schroepfer P00171692 8153997700 2018-02-28 12.119.193.102 2018-02-28 09:29:16 CS P 0B19BB09FCEDF781982B182A7E281C747B3D65EC 96A383852DFE684188546157036A4B85C75C9AC5 2016 2021-01-29 14:40:06Z Paul A Logli 612 N Main Street Suite 300 Rockford IL 61103 5199009 0 X www.Unitedwayrrv.org X 1920 IL Lead and unite the Rock River Valley to measurably improve lives. 29 29 22 1104 0 0 4379959 4104420 0 0 77695 163371 0 0 4457654 4267791 2554525 2314954 0 0 1134042 1065862 0 0 459355 1122550 947900 4811117 4328716 -353463 -60925 5909592 5997426 1071516 952311 4838076 5045115 Lead and unite the Rock River Valley to measurably improve lives. 0 0 3094426 2314954 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. 364869 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 in order to build Stronger Neighborhoods. Increasing employment opportunities, supporting employment startups, job skills programs, and education enhancements are a few of the strategies used to help build Strong Neighborhoods. 186567 Education Impact Initiative - Programs in this impact area include: Page Turner, I'Read, Kreative K and Born Learning. The primary goal of the Education Initiative is to ensure that children are ready to succeed in the early education setting because quality early learning programs have a profound impact on lifelong success and support cognitive, social and emotional development. The education impact initiatives are led by a volunteer advisory council of community-based business leaders, educators, and early childhood advocates. 3645862 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 6 0 1 22 1 0 0 0 0 0 0 0 0 0 0 X 29 29 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 Building 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 Carol Schuster Director 1.00 X 0 0 0 Cesar Sanchez Director 1.00 X 0 0 0 Dale Dickinson Director 1.00 X 0 0 0 Daniel M Bowman Director 1.00 X 0 0 0 Danielle Potter Director 1.00 X 0 0 0 Edward Zurowski Jr Director 1.00 X 0 0 0 Gordon Eggers Jr Director 1.00 X 0 0 0 Jedediah Cantrell Director 1.00 X 0 0 0 Jeri Rouse Looney Director 1.00 X 0 0 0 Kent Kohlbacher Director 1.00 X 0 0 0 Laura Baluch Director 1.00 X 0 0 0 Linda Gerber Director 1.00 X 0 0 0 Linda Zuba Director 1.00 X 0 0 0 Mike Hughes Director 1.00 X 0 0 0 Nancy Chamberlain Director 1.00 X 0 0 0 Paul Gaier Director 1.00 X 0 0 0 Robin Krestchman Director 1.00 X 0 0 0 Ryan Gailey Director 1.00 X 0 0 0 Sara L Dorner Director 1.00 X 0 0 0 Scott Demler Director 1.00 X 0 0 0 Terri Knight Director 1.00 X 0 0 0 Thomas Chalmers Director 1.00 X 0 0 0 Troy Haggestad Director 1.00 X 0 0 0 William Corey Director 1.00 X 0 0 0 Jason Grey Director 1.00 X 0 0 0 Becky Cook Kendall Resigned 1.00 X 0 0 0 Frank Graceffa Resigned 1.00 X 0 0 0 Lisa Lasala Resigned 1.00 X 0 0 0 Wray Howard Resigned 1.00 X 0 0 0 Paul Logli CEO 40.00 X 125770 0 25021 Theresa Merriman CFO 40.00 X 71641 0 19540 197411 0 44561 1 0 1 0 0 6921 10000 4087499 4104420 50051 50051 1044538 931218 113320 113320 113320 0 6921 0 0 4267791 0 0 163371 2314954 2314954 249557 164093 25037 60427 595997 359016 92268 144713 13971 9186 1402 3383 86814 57083 8710 21021 119523 76867 15611 27045 6562 6562 12900 8230 4670 19554 19554 25290 25290 10512 8000 1459 1053 26268 19994 3617 2657 29306 22834 3775 2697 48630 36959 6808 4863 17544 9625 1185 6734 11596 9321 1296 979 44317 33682 6204 4431 16244 12346 2274 1624 8508 6466 1192 850 Uncollectible Pledges 256340 168552 25718 62070 Initiative Expense 247998 247998 Campaign Expenses 105662 105662 Subscription & Dues 60669 48804 2719 9146 4328716 3645862 223499 459355 X 430636 422871 898381 740194 1353170 1260469 2018 553 41392 36156 229399 201669 43974 27730 2456927 2786837 683094 722616 5909592 5997426 132416 119621 841559 757700 97541 74990 1071516 952311 X 1977075 1961430 2861001 3083685 4838076 5045115 5909592 5997426 -60925 267964 0 X X 0 1 X 1 0 X 4661219 5603776 4784462 4379959 4104420 23533836 4661219 5603776 4784462 4379959 4104420 23533836 23533836 37132 47378 44230 53052 50051 231843 23765679 0.99020 0.98110 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2173137 287745 91026 16437 2353419 2339707 -37111 113177 16282 2173137 2381380 81939 107081 16531 2339707 1249848 1000000 196693 55700 9461 2381380 1197720 108901 49428 7345 1249848 1.00000 1 0 229399 201669 27730 27730 Corbett Trust - Beneficial Interest 722616 722616 Payable to other organizations 74990 74990 X 3685296 267964 22163 290127 3395169 19554 853068 872622 4267791 3478257 22163 22163 3456094 872622 872622 4328716 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, 2017 and 2016. The Organization's tax years that remain open and subject to possible examination by federal and State of Illinois jurisdictions include the tax years of 2014 through 2016. Part XI, Line 2d - Other Adjustments: Fundraising expenses net against revenue on the 990 22,163. Part XI, Line 4b - Other Adjustments: Uncollectable Pledges 256,340. Fin Stat. Total Revenue is net of contributions designated by donors 596,728. Part XII, Line 2d - Other Adjustments: Fundraising expenses net against revenue on the 990 22,163. Part XII, Line 4b - Other Adjustments: Uncollectable Pledges 256,340. Contributions Designated By Donors 596,728. Investment expenses netted on the financial statements 19,554. 1 American Red Cross of Northwest Illinois 530196605 501 (c) (3) 19857 Program Support Angelic Organics Learning Center 364288904 501 (c) (3) 64097 Program Support Barbara Olson Center of Hope 362212474 501 (c) (3) 31597 Program Support Blackhawk Learning Connection 362719365 501 (c) (3) 56593 Program Support Boy Scouts of America Blackhawk Area Council 362169127 501 (c) (3) 64478 Program Support Boys & Girls Club of Rockford 362167840 501 (c) (3) 122342 Program Support Catholic Charities (Diocese of Rockford) 362181998 501 (c) (3) 46444 Program Support Children's Home Aid 362167743 501 (c) (3) 51935 Program Support Comprehensive Community Solutions 363842309 501 (c) (3) 38400 Program Support Court Apppointed Special Advocates (CASA) 363598643 501 (c) (3) 12695 Program Support Crusader Community Health Clinic 237076080 501 (c) (3) 5000 Program Support DISCOVERY CENTER MUSEUM 363292135 501 (c) (3) 91531 Program Support Easter Seals Metropolitan Chicago (Rockford Region) 362169153 501 (c) (3) 29451 Program Support Family Counseling Services of Northern Illinois 362167065 501 (c) (3) 38239 Program Support Focus House 300285702 501 (c) (3) 20135 Program Support Girl Scouts of Nothern Illinois 362358083 501 (c) (3) 57281 Program Support Goodwill Industries of Northern Illinois 362167846 501 (c) (3) 11475 Program Support Harlem Community Center 362706406 501 (c) (3) 10632 Program Support Hope of Ogle County 363304863 501 (c) (3) 29026 Program Support Hub City Senior Center 363531683 501 (c) (3) 16286 Program Support Ken-Rock Community Center 362204841 501 (c) (3) 34198 Program Support Lifescape Community Services 363303361 501 (c) (3) 79553 Program Support Lydia Home Association 361412810 501 (c) (3) 80300 Program Support Mt Morris Senior Center 362938190 501 (c) (3) 6187 Program Support Northwest Community Center 362588247 501 (c) (3) 35763 Program Support Ogle County Reporting Center 300285702 501 (c) (3) 13000 Program Support Patriots Gateway Community Center 364048431 501 (c) (3) 21392 Program Support Prairie State Legal Services 371030764 501 (c) (3) 48057 Program Support RAMP 363149827 501 (c) (3) 24557 Program Support Remedies Renewing Lives 362464898 501 (c) (3) 60251 Program Support Rock River Center 362882818 501 (c) (3) 24144 Program Support Rockford Dance 237334600 501 (c) (3) 5200 Program Support Rockford Sexual Assualt Counseling 362969015 501 (c) (3) 49514 Program Support Rosecrance Inc 362862928 501 (c) (3) 42400 Program Support Saint Elizabeth Catholic Community Center 370661096 501 (c) (3) 6179 Program Support Salvation Army of Winnebago County 363412185 501 (c) (3) 103861 Program Support Serentity Hospice & Home 363286347 501 (c) (3) 14765 Program Support Shelter Care Ministries 363374370 501 (c) (3) 31696 Program Support Shining Star Children's Advocacy Center 300135798 501 (c) (3) 13216 Program Support The Literacy Council 363412185 501 (c) (3) 82918 Program Support Village of Progress 362167910 501 (c) (3) 22026 Program Support YMCA of Rock River Valley 362174838 501 (c) (3) 36618 Program Support Youth Services Bureau of Illinois Valley 362919569 501 (c) (3) 21077 Program Support Youth Services Network 363297042 501 (c) (3) 205862 Program Support Zion Development Corporation 363229794 501 (c) (3) 27038 Program Support DONOR DESIGNATIONS TO OTHER UNITED WAYS 501 (c) (3) 65279 DONOR DESIGNATIONS THIRD PARTY DESIGNATIONS 322352 DONOR DESIGNATIONS 46 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 $322,352 X X 0 0 0 0 0 0 0 0 0 Paul Logli CEO 125770 0 0 0 0 0 0 0 25021 0 150791 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.