2017-11-21T17:13:49-06:00 2017-06-30 390974031 WEGNER CPAS LLP 2110 LUANN LN MADISON WI 537133074 990 2016-07-01 390806285 UNITED WAY OF KENOSHA COUNTY INC UNIT 2626584104 5500 6TH AVE NO 210 KENOSHA WI 531403710 TARA PANASEWICZ CHIEF EXECUTIVE OFFICER 2626584104 2017-11-17 1 JENNY TARKOWSKI CPA P00634290 6082744020 97.91.110.18 2017-11-17 16:03:54 CS P F5220C048E8F4764883E15D3AD23391DA5D6985E A9116FE758ABEA701AC32738507E202495099D8D 2016 2017-02-10 21:41:12Z TARA PANASEWICZ 5500 6TH AVE NO 210 KENOSHA WI 531403710 1071302 0 X WWW.KENOSHAUNITEDWAY.ORG X 1959 WI THE MISSION OF UNITED WAY OF KENOSHA COUNTY IS TO MOBILIZE THE CARING POWER OF COMMUNITY TO ADVANCE THE COMMON GOOD. 18 17 4 1264 0 0 1069798 1050298 0 0 2067 2796 18320 18208 1090185 1071302 476436 470445 0 0 210763 186231 0 0 28996 176513 201492 863712 858168 226473 213134 1276183 1465912 75567 52377 1200616 1413535 X THE MISSION OF UNITED WAY OF KENOSHA COUNTY IS TO MOBILIZE THE CARING POWER OF COMMUNITY TO ADVANCE THE COMMON GOOD. 0 0 473009 357185 COMMUNITY IMPACTAT UNITED WAY OF KENOSHA COUNTY (UWKC) WE BELIEVE THAT EVERYONE DESERVES THE OPPORTUNITY TO ACHIEVE A GOOD LIFE. THE BASIC BUILDING BLOCKS NEEDED TO ACHIEVE A GOOD LIFE ARE; A QUALITY EDUCATION, ACCESS TO HEALTHCARE AND FINANCIAL STABILITY. UWKC IS COMMITTED TO SUPPORTING PROGRAMS AND INITIATIVES THAT PROVIDE COMMUNITY SOLUTIONS AND DELIVER MEASURABLE RESULTS. OUR GOALS ARE DETERMINED VIA AN ANNUAL COMMUNITY SNAPSHOT THAT ANALYZES THE AREAS OF GREATEST NEED WITHIN OUR COMMUNITY. UWKC IS ALSO A PARTICIPANT/LEADER OF FORESIGHT 20/20, A COMMUNITY VISIONING PROCESS THAT IDENTIFIES KEY COUNTY-WIDE PRIORITIES. UWKC IS GUIDED BY DIVERSE GROUPS OF VOLUNTEERS WHO ARE RESPONSIBLE FOR GOVERNANCE, OVERSEEING OPERATIONS AND THE ANNUAL COMMUNITY INVESTMENT PROCESS. THE KEY FOCUS AREAS FOR UWKC, BOTH LOCALLY AND NATIONALLY ARE EDUCATION, HEALTH AND FINANCIAL STABILITY. UWKC ADDRESSES THESE AREAS IN THE FOLLOWING WAYS:EDUCATIONHELPING CHILDREN AND YOUTH ACHIEVE THEIR POTENTIALGOALS:- CHILDREN/YOUTH IMPROVE ACADEMIC ACHIEVEMENT.- CHILDREN/YOUTH DEMONSTRATE POSITIVE ENGAGEMENT AT SCHOOL AND IN THEIR COMMUNITY.EDUCATION IS THE CORNERSTONE OF INDIVIDUAL AND COMMUNITY SUCCESS. BUT WITH MORE THAN 1.2 MILLION CHILDREN DROPPING OUT EACH YEAR, AMERICA FACES AN EDUCATION CRISIS. WHAT IS THE COST OF THIS ALARMING TREND? THE ANSWER, MORE THAN $312 BILLION IN LOST WAGES, TAXES AND PRODUCTIVITY OVER THEIR LIFETIMES. THESE TRENDS ARE REVERSIBLE, BUT ONLY WHEN COMMUNITIES AND PUBLIC, PRIVATE AND NONPROFIT SECTORS WORK TOGETHER.UWKC WORKS TO ACHIEVE EDUCATION GOALS BY TAKING A LEADERSHIP ROLE IN:YOUTH AS RESOURCES (YAR)KENOSHA COUNTY YOUTH AS RESOURCES (YAR) IS A GRANT-GIVING PROGRAM WHICH FUNDS YOUTH-DESIGNED, YOUTH-LED COMMUNITY SERVICE PROJECTS IN KENOSHA COUNTY. YOUTH, WITH GUIDANCE FROM ADULTS, DETERMINE THE PROJECT THEY BELIEVE WILL ADDRESS A NEED IN THEIR COMMUNITY. YOUTH GROUPS MAY APPLY TO YAR FOR SMALL GRANTS OF UP TO $500 WHICH MAY BE USED TO PURCHASE SUPPLIES FOR THE PROJECT, BUT MAY NOT BE USED TO PAY FOR VOLUNTEER TIME. THE YAR BOARD READS ALL APPLICATIONS AND INVITES YOUTH GROUPS TO PRESENT THEIR PROPOSALS DIRECTLY TO THE BOARD. YAR WAS DEVELOPED OUT OF A NEED - A NEED TO MAKE THE YOUTH OF KENOSHA COUNTY FEEL MORE CONNECTED TO THEIR COMMUNITY. ACCORDING TO RESULTS FROM A 2010 SEARCH INSTITUTE SURVEY OF KENOSHA COUNTY YOUTH, ONLY 27% FEEL THAT THEY ARE GIVEN USEFUL ROLES IN THE COMMUNITY. AN EVEN LOWER 25% OF YOUTH FEEL THAT ADULTS VALUE THEM. YAR IS A PROGRAM OF UWKC IN PARTNERSHIP WITH KENOSHA COUNTY UNIVERSITY OF WISCONSIN - EXTENSION.DURING THE 2016-2017 PROGRAM YEAR, YAR FUNDED 15 GRANTS, DISTRIBUTED $5,045 AND HAD 681 YOUTH PARTICIPANTS.READERS ARE LEADERS PROGRAMEACH YEAR AS PART OF THE NATIONAL "READ ACROSS AMERICA" EVENT THAT CELEBRATES THE BIRTHDAY OF DR. SEUSS IN MARCH, UWKC ORGANIZES "READERS ARE LEADERS" TO SHARE THE JOY OF READING WITH LOCAL ELEMENTARY SCHOOL STUDENTS. IN 2017, THE EIGHTH YEAR OF THE PROGRAM, 235 LOCAL COMMUNITY LEADERS VOLUNTEERED THEIR TIME TO READ AT 27 ELEMENTARY SCHOOLS, IN 239 CLASSROOMS ACROSS KENOSHA COUNTY, IMPACTING 10,500 CHILDREN.MCKINLEY TUTORING PROGRAMTHE MCKINLEY TUTORING PROGRAM IS AN EARLY GRADE READING INITIATIVE THAT HELPS CHILDREN BUILD THE CRITICAL READING SKILLS NEEDED TO SUCCEED IN SCHOOL AND LIFE. THROUGH THIS TUTORING PROGRAM, WE RECRUIT, TRAIN AND PLACE COMMUNITY VOLUNTEERS IN THE SCHOOLS. THE TUTOR WORKS ONE-ON-ONE WITH KINDERGARTEN THROUGH THIRD GRADE STUDENTS DURING THE SCHOOL DAY TO SUPPLEMENT THE WORK THEY ARE DOING IN THE CLASSROOM.DURING THE 2016-2017 SCHOOL YEAR; 74 VOLUNTEER TUTORS WORKED WITH 40 STUDENTS, FOR AN AVERAGE OF 68 TUTORING SESSIONS A WEEK, OR 886 HOURS OF TUTORING. STUDENTS PARTICIPATING IN THE PROGRAM COLLECTIVELY IMPROVED 150 READING LEVELS.ADDITIONALLY, THROUGH A VOLUNTEER-LED REVIEW PROCESS, UWKC INVESTS IN PROGRAMS SUCH AS: BOYS AND GIRLS CLUB'S YOUTH EMPOWERMENT PROGRAM BIG BROTHERS/BIG SISTERS MENTORING PROGRAM ELCA OUTREACH'S YOUTH SUMMER PROGRAM KENOSHA ACHIEVEMENT CENTER'S HANEN PROGRAM GIRL SCOUTS OF WISCONSIN SOUTHEAST'S URBAN OUTREACH INITIATIVESHEALTHIMPROVING PEOPLE'S HEALTHGOALS:- INDIVIDUALS DEMONSTRATE SKILLS FOR HEALTHY LIVING.- INDIVIDUALS ACCESS HEALTH AND SAFETY RESOURCES.WHETHER IT IS A NEIGHBOR WITHOUT HEALTH INSURANCE, A VICTIM OF ABUSE OR SOMEONE STRUGGLING WITH MENTAL ILLNESS OR AN ADDICTION, UWKC IS WORKING TO ENSURE EVERYONE HAS ACCESS TO AFFORDABLE AND QUALITY CARE.UWKC WORKS TO ACHIEVE HEALTH GOALS BY TAKING A LEADERSHIP ROLE IN:FAMILYWIZE DISCOUNT PRESCRIPTION PROGRAMNEARLY 1,000 UNITED WAYS ARE PARTNERED WITH FAMILYWIZE IN ALL 50 STATES TO LOWER THE COST OF MEDICINE BY DISTRIBUTING FREE FAMILYWIZE PRESCRIPTION DRUG DISCOUNT CARDS. THESE FREE DISCOUNT CARDS ARE FOR ALL EMPLOYEES, AS WELL AS THEIR FAMILY, FRIENDS AND NEIGHBORS IN OUR COMMUNITY AND ACROSS THE COUNTRY. THE DISCOUNT CARD DOESN'T MAKE THE MEDICINE FREE, BUT WITH SAVINGS UP TO 75%, IT'S REAL HELP, RIGHT NOW. MORE THAN 13,000 INDIVIDUALS HAD USED THE CARD SINCE 2007 AND WE REACHED SAVINGS OVER $1.5 MILLION IN KENOSHA COUNTY.HEALTH RESOURCES UNITED WAY OF KENOSHA COUNTY WORKS IN PARTNERSHIP WITH THE KENOSHA COUNTY DIVISION OF HEALTH TO SHARE THE RESOURCES AVAILABLE IN OUR COMMUNITY: NURSING SERVICES, CLINIC INFORMATION, FLU INFORMATION, MENTAL HEALTH RESOURCES, ENVIRONMENTAL HEALTH SERVICES, SUICIDE PREVENTION, COUNSELING SERVICES AND AFFORDABLE CARE ACT INFORMATION IN KENOSHA COUNTY AND FAMILY AND CHILD HEALTH PROGRAMS (PRENATAL CARE COORDINATION, SAFE SLEEP, WIC, CAR SEAT SAFETY).ADDITIONALLY, THROUGH A VOLUNTEER-LED REVIEW PROCESS, UWKC INVESTS IN PROGRAMS SUCH AS: AIDS RESOURCE CENTER OF WISCONSIN'S HIV HEALTH CARE SERVICES BOYS AND GIRLS CLUB'S YOUTH EMPOWERMENT PROGRAM CATHOLIC CHARITIES BEHAVIORAL HEALTH AND COUNSELING SERVICES CHILDREN'S HOSPITAL - COMMUNITY SERVICES CHILD AND FAMILY COUNSELING PROGRAM ELCA OUTREACH WESTERN KENOSHA COUNTY PRESCRIPTION PROGRAM KENOSHA ACHIEVEMENT CENTER'S HANEN PROGRAM KENOSHA AREA FAMILY & AGING SERVICES' MEALS ON WHEELS PROGRAM KENOSHA HUMAN DEVELOPMENT SERVICES' JUVENILE CRISIS INTERVENTION LUTHERAN SOCIAL SERVICES' S.C.A.N. PROGRAM RACINE KENOSHA COMMUNITY ACTION AGENCY'S FATHER INVOLVEMENT PROGRAM SHALOM CENTER'S INNS PROGRAM THE SHARING CENTER NUTRITION PROGRAM WOMEN AND CHILDREN'S HORIZONS' LEGAL ADVOCACY AND CHILDREN'S SERVICESFINANCIAL STABILITYHELPING FAMILIES SAVE FOR THEIR FUTUREGOALS:- INDIVIDUALS IMPROVE LIVING AND EMPLOYABILITY SKILLS- INDIVIDUALS DEMONSTRATE MANAGEMENT AND ACQUISITION OF ASSETSAPPROXIMATELY ONE-THIRD OF WORKING AMERICANS DO NOT EARN ENOUGH MONEY TO MEET THEIR BASIC NEEDS. WAGES HAVE NOT KEPT PACE WITH THE RISING COST OF HOUSING, HEALTHCARE, AND EDUCATION AND CURRENTLY, 40 MILLION AMERICANS ARE WORKING IN LOW-PAYING JOBS WITHOUT BASIC HEALTH AND RETIREMENT BENEFITS. FOR FAMILIES WALKING A FINANCIAL TIGHTROPE, UNABLE TO SAVE FOR COLLEGE, A HOME, OR RETIREMENT, UWKC IS HERE TO HELP.UWKC WORKS TO ACHIEVE INCOME GOALS BY TAKING A LEADERSHIP ROLE IN:VOLUNTEER INCOME TAX ASSISTANCE PROGRAM (VITA)IN AN EFFORT TO PROMOTE FINANCIAL STABILITY AND ASSET BUILDING IN OUR COMMUNITY, THE KENOSHA VITA COALITION (UWKC, THE KENOSHA COUNTY JOB CENTER, GATEWAY TECHNICAL COLLEGE, CARTHAGE COLLEGE, AND THE IRS. TOGETHER WITH IRS-CERTIFIED VOLUNTEERS ARE PROVIDING FREE INCOME TAX PREPARATION ASSISTANCE TO LOW-TO-MODERATE INCOME FAMILIES. PROGRAM GOALS:1. TO HELP LOW-TO-MODERATE INCOME FAMILIES (UP TO $54,000) WITH TAX PREPARATION. TAXPAYERS ARE ASSISTED WITH RECEIVING TAX CREDITS SUCH AS THE EARNED INCOME TAX CREDIT (EITC), A COMMONLY-OVERLOOKED CREDIT THAT MAY ADD MORE THAN A MONTH'S WORTH OF SALARY TO THE INDIVIDUAL OR FAMILY'S ANNUAL INCOME. 2. TO PROVIDE FINANCIAL LITERACY EDUCATION TO KENOSHA COUNTY RESIDENTS TO PROMOTE SELF-SUFFICIENCY THROUGH WEALTH BUILDING AND DEBT-REDUCTION OUTREACH PROGRAMS FOR THOSE OUTSIDE THE FINANCIAL MAINSTREAM. ASSETS GIVE PEOPLE A STAKE IN THEIR FUTURE AND IN THEIR COMMUNITY. IN 2017 (THE 2016 TAX SEASON) THE KENOSHA COUNTY VITA PROGRAM ENGAGED 78 INDIVIDUALS AS TAX PREPARERS, HELPED FILE 2,835 TAX RETURNS, AND HELPED RESIDENTS OBTAIN $1.9 MILLION IN REFUNDS.SEE PAGE 45 FOR CONTINUATION OF PROGRAM SERVICE ACCOMPLISHMENT 52274 COMMUNITY SERVICES AND VOLUNTEERISMIN ADDITION TO LEADING INITIATIVES AND SUPPORTING PROGRAMS THROUGH THE INVESTMENT PROCESS, UWKC PLAYS A ROLE IN ENSURING THAT COMMUNITY MEMBERS ARE ALSO ABLE TO UTILIZE THEIR TIME AND TALENTS TO MAKE A DIFFERENCE. WE DO SO IN THE FOLLOWING WAYS: VOLUNTEER CENTERUWKC IS COMMITTED TO HELPING KENOSHA COUNTY RESIDENTS FIND ALTERNATIVE WAYS OF GIVING IN THE COMMUNITY. UWKC UTILIZES VOLUNTEERS THROUGHOUT THE ORGANIZATION AND VALUES AND REALIZES HOW IMPORTANT THE GIFT OF TIME CAN BE TO ANY NON-PROFIT ORGANIZATION. IN 2013 UNITED WAY LAUNCHED GET CONNECTED, A WEB-BASED PLATFORM THAT ALLOWS AGENCIES TO POST VOLUNTEER OPPORTUNITIES, IN-KIND NEEDS, EMPLOYMENT OPPORTUNITIES AND UPCOMING EVENTS. IT IS A PLACE WHERE INDIVIDUALS AND FAMILIES CAN EASILY SEARCH AND FIND OPPORTUNITIES TO UTILIZE THEIR INDIVIDUAL TALENTS AND MEET THEIR INTERESTS. SINCE THE WEBSITE WENT PUBLIC, OVER 80 LOCAL AGENCIES/ORGANIZATIONS HAVE REGISTERED TO POST VOLUNTEER OPPORTUNITIES, AND OVER 2,500 COMMUNITY MEMBERS HAVE SIGNED UP ON THE WEBSITE.IN ADDITION TO FOSTERING YEAR-ROUND VOLUNTEERISM THROUGH GET CONNECTED, UWKC ORGANIZES SEVERAL LARGE-SCALE VOLUNTEER EFFORTS EACH YEAR TO HELP CONNECT INDIVIDUALS AND EMPLOYEES WITH THE LOCAL COMMUNITY AND LOCAL NONPROFIT ORGANIZATIONS.DAY OF CARINGCORPORATE PARTNERS, FAMILIES AND INDIVIDUALS ARE INVITED TO JOIN US FOR ONE SATURDAY IN SEPTEMBER THAT HELPS CONNECT HUNDREDS OF VOLUNTEERS TO THE KEY NEEDS OF LOCAL NONPROFIT ORGANIZATIONS. THIS EVENT OFFERS VOLUNTEER OPPORTUNITIES THAT RANGE FROM WORKING WITH SENIORS, TO PAINTING OR LANDSCAPING. ON SEPTEMBER 17, 2016,160 VOLUNTEERS WORKED AT 24 DIFFERENT PROJECT SITES AND 196 VOLUNTEERS ALSO PACKAGED 50,000 MEALS THAT WERE DISTRIBUTED TO 4 LOCAL FOOD PANTRIES FOR FAMILIES IN NEED.DAYS OF ACTION - PLAYGROUND POWER-UP PROJECTSTHIS PROJECT BRINGS COMMUNITY VOLUNTEERS TO KENOSHA COUNTY SCHOOLS THROUGHOUT THE SUMMER MONTHS TO ADD BOTH EDUCATIONAL COMPONENTS AND ACTION STENCILS TO PROMOTE PHYSICAL ACTIVITY. CREATED IN PARTNERSHIP WITH FUEL UP TO PLAY60, THE STENCILS THAT VOLUNTEERS WILL BE PAINTING INSPIRE KIDS TO LEARN AND MOVE WHILE CREATING GAMES AROUND THE STENCILS. RESEARCH FINDS THAT ELEMENTARY SCHOOL CHILDREN SPEND MORE OF THEIR RECESS AND ACTIVITY TIME IN ACTIVE PLAY WHEN SCHOOLYARDS ARE ENHANCED WITH PLAYGROUND MARKINGS. ONE SCHOOL PLAYGROUND WAS COMPLETED IN SUMMER 2017 AND MORE THAN 40 VOLUNTEERS PARTICIPATED.COMMUNITY SERVICESTHE COMMUNITY SERVICES COMPONENT OF UWKC IS IN PLACE TO MEET UNITED WAY'S STRATEGIC GOALS AND TO HELP ADDRESS COMMUNITY NEEDS. UWKC WORKS HAND IN HAND WITH KENOSHA COUNTY'S DISLOCATED WORKERS PROGRAM TO ASSIST WORKERS WHO HAVE BEEN LAID OFF OR DISPLACED FROM THEIR UNEMPLOYMENT. UWKC IS ACTIVELY ENGAGED WITH THE KENOSHA EMERGENCY SERVICES NETWORK TO STAY UP-TO-DATE ON THE SERVICES AVAILABLE IN THE COUNTY AND ACTS AS A REFERRAL SOURCE TO MANY NEEDING HELP IN OUR COMMUNITY. UWKC ALSO FUNDS IMPACT, INC.'S 2-1-1 CONFIDENTIAL HELPLINE AND ONLINE RESOURCE DIRECTORY.COMMUNITY CONVENERONE POWERFUL THING ABOUT UWKC IS THE FORMED RELATIONSHIPS WITH LOCAL BUSINESSES, EDUCATION, FAITH AND COMMUNITY-BASED ORGANIZATIONS, PHILANTHROPIC INSTITUTIONS, CIVIC LEADERS, LOCAL GOVERNMENT AND INSTITUTIONS. UWKC CONTINUES TO COLLABORATE WITH UNIVERSITY OF WISCONSIN - EXTENSION TO QUANTIFY AND PUBLICIZE SERVICES BEING OFFERED IN WESTERN KENOSHA COUNTY. 113260 113260 WE PROCESSED $113,260 IN DONOR-DESIGNATED FUNDS. DONOR DESIGNATED FUNDS ARE CONTRIBUTIONS SPECIFICALLY DIRECTED BY THE DONOR TO BE FORWARDED TO OTHER NONPROFIT ORGANIZATIONS, SO UNITED WAY ACTS SIMPLY AS AN AGENT THAT COLLECTS, PROCESSES AND DISBURSES THE FUNDS. WE PROVIDE THIS SERVICE AS A CONVENIENCE TO OUR DONORS. DESIGNATED AGENCIES MUST COMPLETE AND RETURN AN ANTI-TERRORIST COMPLIANCE MEASURES FORM AND A COPY OF THEIR IRS DETERMINATION LETTER MUST BE ON FILE IN ORDER FOR THEM TO RECEIVE FUNDS DESIGNATED TO THEM BY UWKC DONORS DURING OUR ANNUAL FUNDRAISING CAMPAIGN. 55977 BUILDING OUR FUTURE INITIATIVE IS AN EDUCATIONAL "CRADLE TO CAREER" INITIATIVE THAT REQUIRES COMMUNITIES TO WORK COLLECTIVELY BY IDENTIFYING AREAS OF WEAKNESS, MARSHALLING RESOURCES TO SOLVE PROBLEMS AND USING DATA TO DRIVE ACTION AND DECISION MAKING TO IMPROVE OUTCOMES FOR STUDENTS OF ALL AGES. 55977 694520 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 8 0 4 1 0 0 0 0 0 0 0 0 0 0 X 18 17 1 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 WI X X X SHERRY WESTHOFF 2626584104 5500 6TH AVE STE 210 KENOSHA WI 531403710 THOMAS KELLEY DIRECTOR/PRESIDENT 1.00 X X 0 0 0 THOMAS MOORE DIRECTOR/PRESIDENT ELECT/PRESIDENT 1.00 X X 0 0 0 DANNY CARLSON DIRECTOR/TREASURER 1.00 X X 0 0 0 BILL AUBUCHON DIRECTOR/SECRETARY 1.00 X X 0 0 0 RICHARD H RODENBECK DIRECTOR/CIC CHAIR/INTERIM CEO 32.00 X X 18831 0 0 TINA SCHMITZ DIRECTOR/AUDIT CHAIR 1.00 X X 0 0 0 MARY BAUERSCHMIDT DIRECTOR 1.00 X 0 0 0 DR MICHELE HANCOCK DIRECTOR 1.00 X 0 0 0 MILES HARTLEY DIRECTOR 1.00 X 0 0 0 CYNTHIA JOHNSON DIRECTOR 1.00 X 0 0 0 LAWRENCE KIRBY II DIRECTOR 1.00 X 0 0 0 JORDANIA LEON-JORDON DIRECTOR 1.00 X 0 0 0 CRAIG PHILLIPS DIRECTOR 1.00 X 0 0 0 DR JOHN THIBODEAU DIRECTOR 1.00 X 0 0 0 DR GREGORY WOODWARD DIRECTOR 1.00 X 0 0 0 PETE SINSKY DIRECTOR 1.00 X 0 0 0 JERRY HARRIED DIRECTOR 1.00 X 0 0 0 JP MORAN DIRECTOR 1.00 X 0 0 0 PATRICIA DEMOS DIRECTOR/CIC CHAIR 1.00 X 0 0 0 NICK SMITH DIRECTOR 1.00 X 0 0 0 TRACY NIELSEN CHIEF EXECUTIVE OFFICER 43.00 X 47228 0 5721 SHERRY WESTHOFF FINANCE MANAGER 29.00 X 35611 0 2452 TARA PANASEWICZ CHIEF EXECUTIVE OFFICER 45.00 X 0 0 0 101670 0 8173 0 0 0 0 0 31250 1019048 4779 1050298 2796 2796 COST RECOVERY FEES 900099 15822 15822 SERVICE FEES 900099 2386 2386 18208 1071302 18208 0 2796 X 470445 470445 113278 32499 66638 14141 57517 41687 13897 1933 1608 887 633 88 2919 1610 1149 160 10909 5298 4926 685 9285 9285 59192 55115 4001 76 2846 1508 1338 15834 9453 4979 1402 27467 16533 5113 5821 30176 16643 11880 1653 1847 1216 567 64 8466 1897 5704 865 8862 5717 2761 384 2819 1555 1110 154 2649 1461 1043 145 COMMUNITY EVENTS 26282 26282 AWARDS AND RECOGNITIONS 3950 3610 340 DUES 1817 1104 626 87 858168 694520 134652 28996 829 1284 904219 1076755 357807 376258 388 573 9187 10323 40882 40163 3753 719 1276183 1465912 75567 52377 75567 52377 X 295642 362778 904974 1050757 1200616 1413535 1276183 1465912 X 213134 -215 X 0 1 X 1 0 X 774156 721306 796739 1069798 1050298 4412297 774156 721306 796739 1069798 1050298 4412297 477451 3934846 3315 2244 2261 2067 2796 12683 4424980 67215 0.88920 0.88960 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5512 5512 0 27117 26398 719 8253 8253 0 719 979138 21096 21096 958042 113260 113260 1071302 766219 21096 215 21311 744908 113260 113260 858168 PART XI, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATIONS 113,260. PART XII, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATIONS 113,260. 1 AIDS RESOURCE CENTER OF WISCONSIN INC 820 N PLANKINTON AVE MILWAUKEE WI 532031802 391534049 501(C)(3) 10120 (DD)(G)-HIV HEALTH CARE SERVICES PROGRAM BIG BROTHERSBIG SISTERS OF RACINE AND KENOSHA COUNTIES INC 3131 TAYLOR AVE UNIT 7 RACINE WI 534054503 391052882 501(C)(3) 9329 107 BOOK TOYS (DD)(G)-ONE-TO-ONE OUTCOME BASED MENTORING PROGRAM BOYS AND GIRLS CLUB OF KENOSHA INC 1330 52ND ST KENOSHA WI 531403236 391732935 501(C)(3) 20180 122 BOOK TOYS (DD)(G)-YOUTH EMPOWERMENT PROGRAM CATHOLIC CHARITIES OF THE ARCHDIOCESE OF MILWAUKEE INC 3501 S LAKE DR MILWAUKEE WI 532350900 390806321 501(C)(3) 11078 (DD)(G)-BEHAVIORAL HEALTH AND COUNSELING SERVICES PROGRAM CHILDREN'S SERVICE SOCIETY OF WISCONSIN 620 S 76TH ST STE 120 MILWAUKEE WI 532141599 390806380 501(C)(3) 25839 122 BOOK TOYS (DD)(G)-CHILD AND FAMILY COUNSELING PROGRAM ELCA OUTREACH CENTER INC 6218 26TH AVE KENOSHA WI 531434316 020638260 501(C)(3) 27916 122 BOOK TOYS (DD)(G)-WESTERN KENOSHA COUNTY PRESCRIPTION VOUCHER & SUMMER CAMP PROGRAMS GIRL SCOUTS OF WISCONSIN SOUTHEAST INC 131 S 69TH ST MILWAUKEE WI 532141663 390892833 501(C)(3) 5143 62 BOOK TOYS (DD)(G)-GIRL SCOUT LEADERSHIP EXPERIENCE PROGRAM HABITAT FOR HUMANITY OF KENOSHA INC 6203 28TH AVE KENOSHA WI 531434318 454798543 501(C)(3) 8540 (DD)(G)-HOME CONSTRUCTION PROGRAM KENOSHA ACHIEVEMENT CENTER INC 1218 79TH ST KENOSHA WI 531436111 391399101 501(C)(3) 16914 (DD)(G)-HANEN PROGRAM AND EMPLOYMENT OPTIONS PROGRAM KENOSHA AREA FAMILY AND AGING SERVICES INC 7730 SHERIDAN RD KENOSHA WI 531431518 391132382 501(C)(3) 23153 (DD)(G)-MEALS ON WHEELS PROGRAM KENOSHA COUNTY YOUTH AS RESOURCES 19600 75TH ST STE 2 BRISTOL WI 531049542 UNIVERSITY WI SYSTEM 5850 (DD)(G)-YOUTH DESIGNED AND LED COMMUNITY SERVICE PROJECTS GRANT GIVING PROGRAM KENOSHA HUMAN DEVELOPMENT SERVICES INC 5407 8TH AVE KENOSHA WI 531403715 391200678 501(C)(3) 74050 (DD)(G)-TRANSITIONAL HOUSING FOR HOMELESS, CRISIS INTERVENTION & AFTER CARE FOR FOSTER CARE YOUTH PROGRAMS KENOSHA LITERACY COUNCIL INC 2419 63RD ST KENOSHA WI 531434331 391601969 501(C)(3) 20165 (DD)(G)-LITERACY FOR LIFE PROGRAM LUTHERAN SOCIAL SERVICES OF WISCONSIN AND UPPER MICHIGAN INC 647 W VIRGINA ST STE 300 MILWAUKEE WI 532041535 390816846 501(C)(3) 10048 (DD)(G)-STOP CHILD ABUSE AND NEGLECT (S.C.A.N.) PROGRAM RACINEKENOSHA COMMUNITY ACTION AGENCY INC 2113 N WISCONSIN ST RACINE WI 534024774 391087210 501(C)(3) 7535 122 BOOK TOYS (DD)(G)-FATHER INVOLVEMENT PROGRAM SHALOM CENTER OF INTERFAITH HUMAN CONCERNS NETWORK OF KENOSHA COUNTY INC 1713 62ND ST KENOSHA WI 531434469 391480124 501(C)(3) 48280 122 BOOK TOYS (DD)(G)-EMERGENCY FAMILY SHELTER & INTERFAITH NETWORK NIGHTLY SHELTER PROGRAMS UNITED WAY OF LAKE COUNTY INC 330 S GREENLEAF ST GURNEE IL 600313389 362167949 501(C)(3) 9568 (DD) UNITED WAY OF NORTHERN OZAUKEE COUNTY INC 1432 NORIDGE TRL PORT WASHINGTON WI 530741371 237084522 501(C)(3) 12000 (DD) UNITED WAY OF RACINE COUNTY INC 2000 DOMANIK DR RACINE WI 534042910 390806349 501(C)(3) 9942 (DD) WOMEN AND CHILDREN'S HORIZONS INC 2525 63RD ST KENOSHA WI 531434333 391278299 501(C)(3) 59844 122 BOOK TOYS (DD)(G)-CHILDREN'S SERVICES & LEGAL ADVOCACY PROGRAMS 20 PART I, LINE 2: UNDER THE COMMUNITY IMPACT MODEL, PROGRAMS SEEKING FUNDING MUST SUPPORT UNITED WAY OF KENOSHA COUNTY'S (UWKC) OBJECTIVES AND OUTCOMES WITHIN ONE OF THE THREE FOCUS AREAS, PARTICIPATE IN A SITE VISIT, COMPLETE A MID-YEAR AND YEAR-END REPORT ON PROGRAM RESULTS THROUGH OUTCOME-BASED MEASUREMENT AND ADDRESS AN IDENTIFIED PRIORITY NEED OR ISSUE IN THE COMMUNITY. AGENCIES THAT WISH TO APPLY FOR PROGRAM FUNDING THROUGH UWKC WILL BE EXPECTED TO SUBMIT ALL REQUIRED DOCUMENTATION. ALL PROGRAMS RECEIVING FUNDING FROM UWKC ARE EXPECTED TO ABIDE BY THE SAME REQUIREMENTS AND SIGN A PARTNER PROVIDER STATEMENT OF AGREEMENT. FOR FUNDING CONSIDERATION, AS A FIRST STEP THE FOLLOWING MUST BE MET: AGENCY CRITERIA - AN AGENCY MUST BE AN IRS-CERTIFIED 501(C) (3) HEALTH AND HUMAN SERVICE PROVIDER AND A STATE LICENSED ORGANIZATION THAT SERVES PEOPLE OF KENOSHA COUNTY IN WISCONSIN. - AN AGENCY MUST HAVE WRITTEN BY-LAWS AND A COMMUNITY BASED BOARD OF DIRECTORS, OR LOCAL ADVISORY COMMITTEE OF AT LEAST 5 MEMBERS OR MORE THAT MEETS AT LEAST QUARTERLY. - AN AGENCY MUST COMPLY WITH AUDIT REQUIREMENTS STATED IN UWKC POLICIES. - THE FOLLOWING DOCUMENTATION IS REQUIRED AND MUST BE ON FILE WITH UWKC: - AGENCY CONSTITUTION OR BY-LAWS - ARTICLES OF INCORPORATION - ANTI-TERRORIST COMPLIANCE MEASURES FORM - COPY OF IRS DETERMINATION LETTER - COPY OF "CHARITABLE ORGANIZATION LICENSE - MOST CURRENT IRS FORM 990 - COPY OF MOST RECENT AUDIT - OPERATION BUDGET FOR THE MOST CURRENT FISCAL YEAR - AGENCY BOARD-APPROVED POLICIES FOR EQUAL OPPORTUNITY - CURRENT LIST OF THE BOD PROGRAM CRITERIA - THE PROGRAM'S ABILITY TO MEET CRITICAL COMMUNITY NEEDS IN EDUCATION, INCOME AND HEALTH AS IDENTIFIED BY UWKC. - THE ALIGNMENT OF PROGRAM OUTCOMES TO THE FOCUS AREA OUTCOMES AND OBJECTIVES AS THEY RELATE TO UWKC FOCUS AREA OUTCOMES AND OBJECTIVES. - THE SUCCESS OF THE PROGRAM IN ACHIEVING ITS OUTCOME(S) AND INDICATOR(S) RELATED TO UWKC TARGET OUTCOMES. - THE ABILITY OF PARTNER PROVIDER REPRESENTATIVES TO CLEARLY COMMUNICATE PROGRAM RESULTS. - THE INTEGRITY OF THE PARTNER PROVIDER'S FINANCIAL MANAGEMENT. REPORTING REQUIREMENTS: (THE FOLLOWING REPORTING REQUIREMENTS MUST BE FOLLOWED IN ORDER TO RECEIVE FUNDING. NON-COMPLIANCE MAY RESULT IN FUNDS BEING WITHHELD AND STATEMENT OF AGREEMENT TERMINATED): A. THE PARTNER PROVIDER AGREES TO PROVIDE REQUIRED MID-YEAR AND YEAR-END PROGRAM REPORTS PERTAINING TO THE PROVISION OF SERVICES, CLIENT DEMOGRAPHICS, OUTCOMES AND ALL OTHER REQUIRED INFORMATION. THESE REPORTS WILL BE DUE ANNUALLY ON FEBRUARY 1ST AND AUGUST 1ST. B. THE PARTNER PROVIDER FURTHER AGREES TO ADDRESS ANY CONCERNS AND MEET ANY CONDITIONS OF FUNDING SET FORTH BY UNITED WAY BY THE REQUIRED TIMELINES. C. THE PARTNER PROVIDER OR FISCAL AGENT MUST HAVE AN AUDIT COMPLETED ANNUALLY BY A CERTIFIED PUBLIC ACCOUNTANT. (A FINANCIAL REVIEW MAY BE ACCEPTED IN LIEU OF AN AUDIT ONLY WITH PRIOR APPROVAL GRANTED BY THE COMMUNITY INVESTMENT COMMITTEE.) THE AUDIT WITH THE MANAGEMENT LETTER MUST BE SUBMITTED TO UWKC NO MORE THAN SIX MONTHS AFTER THE CLOSE OF THE AGENCY'S FISCAL YEAR. IF NO MANAGEMENT LETTER IS INCLUDED IN THE AUDIT, THE PARTNER PROVIDER'S BOARD OFFICER OR AUDITOR MUST NOTIFY UNITED WAY IN WRITING THAT NO LETTER WAS INCLUDED. UWKC RESERVES THE RIGHT UNDER SPECIAL CIRCUMSTANCES TO REQUIRE A FULL DISCLOSURE AUDIT. D. AT THE TIME OF APPLYING, THE PARTNER PROVIDER SHALL PRESENT A PROGRAM BUDGET THAT HAS BEEN PREPARED AND APPROVED BY ITS BOARD OF DIRECTORS OR GOVERNING BODY. THE PROGRAM BUDGET SUMMARY FORM AND BUDGET NARRATIVE MUST BE COMPLETED AS PART OF THE FUNDING APPLICATION. E. THE PARTNER PROVIDER SHALL OBTAIN PRIOR APPROVAL FROM UWKC FOR SIGNIFICANT CHANGES IN PROGRAM DIRECTION, LEVELS OF SERVICE AND CLIENT GROUPS FOR PROGRAMS RECEIVING UWKC SUPPORT. FAILURE TO DO SO MAY RESULT IN IMMEDIATE LOSS OF FUNDING. PART II, LINE 1, COLUMN (H): (DD) - DONOR DESIGNATED PLEDGES REPORTED IN COLUMN (H) ARE UNRESTRICTED GRANTS MADE TO AN AGENCY AT THE DIRECTION OF THE DONOR(S) IN SUPPORT OF GENERAL OPERATING COSTS. (G) - UWKC GRANT FUNDING. PART II: GRANTS AND OTHER ASSISTANCE TO GOVERNMENTS AND ORGANIZATIONS $5,000 OR LESS AND THEREFORE NOT REPORTED SEPARATELY ON SCHEDULE I, PART II WERE $50,265 CASH GRANTS AND $3,785 NON-CASH ASSISTANCE. FORM 990, PART III, LINE 4A (CONTINUED): MONEY SMART WEEK MONEY SMART WEEK IS A PUBLIC AWARENESS CAMPAIGN DESIGNED TO HELP CONSUMERS BETTER MANAGE THEIR PERSONAL FINANCES. THIS IS ACHIEVED THROUGH THE COLLABORATION AND COORDINATED EFFORT OF HUNDREDS OF ORGANIZATIONS ACROSS THE COUNTRY INCLUDING BUSINESSES, FINANCIAL INSTITUTIONS, SCHOOLS, LIBRARIES, NONPROFITS, GOVERNMENT AGENCIES AND THE MEDIA. THESE GROUPS COME TOGETHER ONCE A YEAR TO STRESS THE IMPORTANCE OF FINANCIAL LITERACY AND INFORM CONSUMERS ABOUT WHERE THEY CAN GET HELP. THE EFFORT WAS CREATED BY THE FEDERAL RESERVE BANK OF CHICAGO IN 2002. MONEY SMART WEEK ALIGNS WITH UWKC'S DESIRED OUTCOME THAT CENTERS ON INDIVIDUALS DEMONSTRATING MANAGEMENT AND ACQUISITION OF ASSETS. THIS WEEK ALSO NICELY CORRELATES TO THE WORK DONE THROUGH THE VOLUNTEER INCOME TAX ASSISTANCE (VITA) PROGRAM. DURING MONEY SMART WEEK, UWKC TOGETHER WITH MEMBERS OF THE KENOSHA FINANCIAL EDUCATION NETWORK HOSTED THE 3RD ANNUAL YOUTH FINANCIAL LITERACY VIDEO CONTEST. STUDENTS IN GRADES 6-12 WERE INVITED TO SUBMIT A 90-SECOND VIDEO FOR CASH PRIZES. FINANCIAL EDUCATION NETWORK IN 2013, UWKC FORMED THE FINANCIAL EDUCATION NETWORK (FEN). THE NETWORK WAS CREATED AROUND THE IDEA OF PROMOTING A MORE FINANCIALLY STABLE KENOSHA COUNTY. THROUGH COLLABORATION OF NON-PROFIT, BUSINESS, HEALTH, EDUCATION, GOVERNMENT AND FAITH-BASED SECTORS, THE FEN HOPES TO CREATE A ONE-STOP-SHOP FOR KENOSHA COUNTY RESIDENTS TO ACCESS RESOURCES ON FINANCIAL EDUCATION. CURRENTLY MORE THAN 45 ORGANIZATIONS REPRESENTING A VARIETY OF SECTORS ARE INVOLVED IN THE NETWORK. ADDITIONALLY, THROUGH A VOLUNTEER-LED REVIEW PROCESS, UWKC INVESTS IN PROGRAMS SUCH AS: HABITAT FOR HUMANITY'S HOME CONSTRUCTION PROGRAM KENOSHA ACHIEVEMENT CENTER'S EMPLOYMENT OPTIONS PROGRAM KENOSHA HUMAN DEVELOPMENT SERVICES TRANSITIONAL HOUSING FOR HOMELESS YOUTH KENOSHA LITERACY COUNCIL'S LITERACY FOR LIFE ADULT EDUCATION PROGRAM SHALOM CENTER'S EMERGENCY FAMILY SHELTER PROGRAM FORM 990, PART VI, SECTION A, LINE 2 THOMAS KELLEY AND TARA PANASEWICZ HAVE A FAMILY RELATIONSHIP. THOMAS ABSTAINED FROM PARTICIPATING IN THE CEO HIRING PROCESS AS A RESULT OF THIS RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 6 EVERY INVIDIVIAL LIVING IN, OR FIRM OR CORPORATION AS ESTABLISHED BY THE STATE OF WISCONSIN DOING BUSINESS IN, THE CITY OR COUNTY OF KENOSHA WHO IS A CONTRIBUTOR OF MONIES, GOODS OR SERVICES TO THIS CORPORATION AND THE SPOUSE OF SUCH PERSON, SHALL BE DESIGNATED AS A MEMBER OF THE CORPORATION FOR A PERIOD OF ONE YEAR FOLLOWING THAT CONTRIBUTION, PROVIDING THAT SUBSCRIPTION IS NOT IN DEFAULT. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS OF THE ORGANIZATION HAVE THE RIGHT TO ELECT THE MEMBERS OF THE GOVERNING BODY AT THE ORGANIZATION'S ANNUAL MEETING. FORM 990, PART VI, SECTION B, LINE 11B THE PREPARED FORM 990 IS REVIEWED BY THE FINANCE MANAGER, CHIEF EXECUTIVE OFFICER, AUDIT COMMITTEE, AND THE GOVERNING BODY BEFORE THE RETURN IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY ALL DIRECTORS AND OFFICERS COMPLETE AND SIGN A STATEMENT THAT PROVIDES INFORMATION REGARDING THEIR INTERESTS AND THOSE OF THEIR FAMILY MEMBERS THAT COULD GIVE RISE TO CONFLICTS. THE MEMBERS OF THE GOVERNING BODY MAKE DETERMINATIONS OF WHETHER A CONFLICT EXISTS AND REVIEW ACTUAL CONFLICTS. ANY PERSON WITH A CONFLICT IS PROHIBITED FROM PARTICIPATING IN THE GOVERNING BODY'S DELIBERATIONS AND DECISIONS IN THE TRANSACTION. FORM 990, PART VI, SECTION B, LINE 15A THE MEMBERS OF THE CEO SEARCH COMMITTEE DETERMINED THE CHIEF EXECUTIVE OFFICER'S COMPENSATION USING DATA ON COMPENSATION PAID BY COMPARABLE ORGANIZATIONS IN SIMILAR COMMUNITIES FOR SIMILAR SERVICES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC UPON REQUEST. THE ORGANIZATION'S AUDITED FINANCIAL STATEMENTS AND IRS FORM 990 ARE AVAILABLE TO THE PUBLIC ON THE ORGANIZATION'S WEBSITE AND UPON REQUEST. FORM 990, PART IX: 2016 OVERHEAD CALCULATION: ($134,652+$28,996)/$1,071,302=15.3% OVERHEAD RATIO CALCULATION FORM 990, PART IX, LINE 25, COLUMN (C) (MANAGEMENT AND GENERAL EXPENSES)+COLUMN (D) (FUNDRAISING EXPENSES)/FORM 990, PART VIII, LINE 12, COLUMN (A) (TOTAL REVENUE) NOTE: OVERHEAD CALCULATION WAS TAKEN FROM "IMPLEMENTATION STANDARDS FOR MEMBERSHIP REQUIREMENT A: TAX EXEMPT STATUS AND IRS FORM 990 REPORTING REQUIREMENTS" DATED SEPTEMBER 2008, REVISED MAY 2011 AND ISSUED BY UNITED WAY WORLDWIDE. FORM 990, PART XI, LINE 9: LOSS ON DISPOSAL OF EQUIPMENT -215.