MARSHFIELD AREA UNITED WAY: Form 990, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
MARSHFIELD AREA UNITED WAY (EIN 39-1035073)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-05-03
IRS object ID
201711239349301131
Schema version
2016v3.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2017-05-03T13:55:06-05:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN390912608PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HAWKINS ASH CPAS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1500 S SECOND STREET SUITE 200AddressLine1Txt
CityLA CROSSECityNm
State AbbreviationWIStateAbbreviationCd
ZIP54601ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN391035073EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MARSHFIELD AREA UNITED WAY INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMARSBusinessNameControlTxt
Phone7153849992PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 771AddressLine1Txt
CityMARSHFIELDCityNm
State AbbreviationWIStateAbbreviationCd
ZIP54449ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPAULA JEROPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone7153849992PhoneNum
Signature2017-05-02SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSANDRA JENSENPreparerPersonNm
PTINP01468300PTIN
Phone6087847737PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address66.179.106.126IPv4AddressTxt
FieldValueIRS element (for citing)
IP2017-05-02IPDt
IP Tm13:53:58IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id3393312D361D216EC1B2C85EACB599FEFBDE01A2AtSubmissionCreationDeviceId
At Submission Filing Device Id266F7A04E8034E08EBA9179976ADEB17A282B18CAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerPAULA JEROPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 771AddressLine1Txt
CityMARSHFIELDCityNm
State AbbreviationWIStateAbbreviationCd
ZIP54449ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$943,409GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.MARSHFIELDAREAUNITEDWAY.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1946FormationYr
Legal Domicile StateWILegalDomicileStateCd
Activity Or MissionMARSHFIELD AREA UNITED WAY'S (MAUW) MISSION IS TO INCREASE THE COMMUNITY'S CAPACITY TO CARE FOR ONE ANOTHER. MAUW SOLICITS AND DISTRIBUTES DONATIONS TO COMMUNITY HUMAN SERVICE ORGANIZATIONS WHO IN TURN PROVIDE NEEDED SERVICES IN OUR COMMUNITY.ActivityOrMissionDesc
Voting Members Governing Body18VotingMembersGoverningBodyCnt
Voting Members Independent18VotingMembersIndependentCnt
Total Employee4TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$921,826PYContributionsGrantsAmt
CY Contributions Grants$903,295CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$3,932PYInvestmentIncomeAmt
CY Investment Income-$8,394CYInvestmentIncomeAmt
PY Other Revenue$13,273PYOtherRevenueAmt
CY Other Revenue$22,336CYOtherRevenueAmt
PY Total Revenue$939,031PYTotalRevenueAmt
CY Total Revenue$917,237CYTotalRevenueAmt
PY Grants And Similar Paid$590,973PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$528,375CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$174,557PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$175,768CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$96,674CYTotalFundraisingExpenseAmt
PY Other Expenses$146,711PYOtherExpensesAmt
CY Other Expenses$193,056CYOtherExpensesAmt
PY Total Expenses$912,241PYTotalExpensesAmt
CY Total Expenses$897,199CYTotalExpensesAmt
PY Revenues Less Expenses$26,790PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$20,038CYRevenuesLessExpensesAmt
Total Assets BOY$1,348,629TotalAssetsBOYAmt
Total Assets EOY$1,377,652TotalAssetsEOYAmt
Total Liabilities BOY$23,665TotalLiabilitiesBOYAmt
Total Liabilities EOY$32,650TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,324,964NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,345,002NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionMARSHFIELD AREA UNITED WAY'S (MAUW) MISSION IS TO INCREASE THE COMMUNITY'S CAPACITY TO CARE FOR ONE ANOTHER. MAUW SOLICITS AND DISTRIBUTES DONATIONS TO COMMUNITY HUMAN SERVICE ORGANIZATIONS WHO IN TURN PROVIDE NEEDED SERVICES IN OUR COMMUNITY.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$559,738ExpenseAmt
Grant$528,375GrantAmt
DescCOMMUNITY IMPACT - DISTRIBUTION OF FUNDING TO HUMAN SERVICES PROGRAMS THAT SERVED 12,749 INDIVIDUALS IN CENTRAL WISCONSIN. SERVICES ARE PROVIDED IN THREE MAJOR AREAS:EDUCATIONSCHOOL READINESS OBJECTIVE:IMPACT AT LEAST 6000 CHILDREN IN OUR SERVICE AREA THROUGH SUPPORT OF EARLY CHILDHOOD LITERACY, EARLY CHILDHOOD EDUCATION, AND OTHER SCHOOL READINESS INITIATIVES. SCHOOL SUCCESS OBJECTIVE:SUPPORT PROGRAMS THAT SUCCESSFULLY OBTAIN AND SUSTAIN STUDENT ACADEMIC SUCCESS FOR AT LEAST 1000 STUDENTS IN THE MARSHFIELD AREA UNITED WAY SERVICE AREA.PARENTAL SUPPORT AND SKILL ENHANCEMENT OBJECTIVE: INCREASE BOTH THE AVAILABILITY AND LEVEL OF PARENT PARTICIPATION IN PARENTAL SUPPORT AND SKILL ENHANCEMENT PROGRAMS BY 20%. INCREASE NUMBER OF MENTORS, TUTORS AND READERS OBJECTIVE: INCREASE BY 20%, BOTH THE NUMBER OF TUTORS, READERS AND MENTORS, AS WELL AS, THE CHILDREN AND YOUTH BENEFITTING FROM THE SERVICE PROVIDED.HEALTH SAFE HOME AND COMMUNITY OBJECTIVE: PROVIDE SERVICES AND SUPPORTS THAT KEEP A MINIMUM OF 500 INDIVIDUALS SAFE. ACCESS TO SUPPORTIVE HEALTH SERVICES OBJECTIVE: PROVIDE SERVICES AND SUPPORTS THAT MAINTAIN OR INCREASE HEALTH AND WELL-BEING FOR AT LEAST 100 INDIVIDUALS.INCOMEINCOME SUPPORTS OBJECTIVE: PROVIDE SERVICES, GOODS AND INCOME SUPPORTS THAT AUGMENT HOUSEHOLD BUDGETS FOR AT LEAST 3000 INDIVIDUALS IN THE MARSHFIELD AREA UNITED WAY SERVICE AREA. AFFORDABLE HOUSING OBJECTIVE: PROVIDE TRANSITIONAL SHELTER WITH SUPPORTIVE SERVICES TO AT LEAST 200 HOMELESS INDIVIDUALS.MANAGEABLE EXPENSES OBJECTIVE: ESTABLISH A FINANCIAL LITERACY PROGRAM CAPABLE OF PROVIDING QUALITY BUDGETING AND OTHER FINANCIAL LITERACY SERVICES TO A MINIMUM OF 100 INDIVIDUALS ITS FIRST YEAR OF OPERATION.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$123,937ExpenseAmt
DescVOLUNTEER CENTER - CONNECTS INDIVIDUALS WISHING TO VOLUNTEER WITH SOCIAL SERVICE PROGRAMS SEEKING VOLUNTEERS. ADDITIONALLY THE VOLUNTEER CENTER CONDUCTS A BACKPACK AND SCHOOL SUPPLY DRIVE THAT DISTRIBUTED 662 BACKPACKS FILLED WITH NECESSARY SUPPLIES AND RECRUITED AND LEAD 214 VOLUNTEERS IN RAKING FOR 40 SENIOR AND DISABLED HOMEOWNERS DURING MAKE A DIFFERENCE DAY.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$31,097ExpenseAmt
Desc211 - PROVIDES INFORMATION AND REFERRALS 24 HOURS A DAY, 365 DAYS A YEAR TO CONNECT INDIVIDUALS WITH NEEDED SERVICES AND PROGRAMS.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$31,362ExpenseAmt
DescREACH OUT AND READ - PROVIDED 5,024 BOOKS TO CHILDREN DURING THEIR WELL CHILD CHECK-UPS TO ASSIS WITH SCHOOL READINESS.NUTRITION ON WEEKENDS - PROVIDES 402 IDENTIFIED CHILDREN AND YOUTH LIVING IN FOOD INSECURE HOUSEHOLDS WITH FOOD PACKS FOR THE WEEKEND, DURING SCHOOL BREAKS AND SUMMER VACATIONS.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$31,362TotalOtherProgSrvcExpenseAmt
Total Program Service Expenses$746,134TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document3IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee4EmployeeCnt
Employment Tax Returns Filed0EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members18GoverningBodyVotingMembersCnt
Independent Voting Member18IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldWIStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PAULA JEROBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7153849992PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 771AddressLine1Txt
CityMARSHFIELDCityNm
State AbbreviationWIStateAbbreviationCd
ZIP54449ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
MEISSNER TAMMY
PAST PRESIDENT2.00Yes (X)$0$0$0
ANDERSON PAT
TREASURER2.00Yes (X)$0$0$0Yes (X)
HEIMAN KIM
BOARD MEMBER2.00Yes (X)$0$0$0
VOELKER AMBER
BOARD MEMBER2.00Yes (X)$0$0$0
BRILLIANT MURRAY
BOARD MEMBER2.00Yes (X)$0$0$0
ANDERSON LAYTON
BOARD MEMBER2.00Yes (X)$0$0$0
HELWIG SHARON
BOARD MEMBER2.00Yes (X)$0$0$0
MEIDL KATHY
PRESIDENT2.00Yes (X)$0$0$0Yes (X)
KEOGH ANDY
BOARD MEMBER2.00Yes (X)$0$0$0
DERFUS TERESA
BOARD MEMBER2.00Yes (X)$0$0$0
THORNTON LISA
VICE PRESIDENT2.00Yes (X)$0$0$0Yes (X)
BARG STEVE
BOARD MEMBER2.00Yes (X)$0$0$0
MACHTAN ALLISON
BOARD MEMBER2.00Yes (X)$0$0$0
MARTIN ANDY
MEMBER AT LARGE2.00Yes (X)$0$0$0
RANDY DRAGT
BOARD MEMBER2.00Yes (X)$0$0$0
RICHARD GRAMZA
BOARD MEMBER2.00Yes (X)$0$0$0
KAREN ISAACSON
BOARD MEMBER2.00Yes (X)$0$0$0
JASON ANGELL
BOARD MEMBER2.00Yes (X)$0$0$0
JOSH VERSTEGAN
BOARD MEMBER2.00Yes (X)$0$0$0
JERO PAULA
EXECUTIVE DIRECTOR45.00$67,698$0$3,385Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$67,698TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$3,385TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$903,295AllOtherContributionsAmt
Noncash Contributions$85,292NoncashContributionsAmt
Total Contributions$903,295TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,697TotalRevenueColumnAmt
Exclusion$3,697ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$12,148SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$24,239SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$12,091SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$12,091TotalRevenueColumnAmt
Exclusion-$12,091ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$11,228FundraisingGrossIncomeAmt
Fundraising Direct Expenses$1,933FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$9,295TotalRevenueColumnAmt
Exclusion$9,295ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Business900099BusinessCd
Total Revenue Column$13,041TotalRevenueColumnAmt
Related Or Exempt Func Income$13,041RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$13,041OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$917,237TotalRevenueColumnAmt
Related Or Exempt Func Income$13,041RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$901ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$528,375TotalAmt
Program Services$528,375ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$71,083TotalAmt
Program Services$36,964ProgramServicesAmt
Management And General$12,085ManagementAndGeneralAmt
Fundraising$22,034FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$76,964TotalAmt
Program Services$40,021ProgramServicesAmt
Management And General$13,084ManagementAndGeneralAmt
Fundraising$23,859FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$17,202TotalAmt
Program Services$8,945ProgramServicesAmt
Management And General$2,924ManagementAndGeneralAmt
Fundraising$5,333FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$10,519TotalAmt
Program Services$5,470ProgramServicesAmt
Management And General$1,788ManagementAndGeneralAmt
Fundraising$3,261FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$8,000TotalAmt
Management And General$2,833ManagementAndGeneralAmt
Fundraising$5,167FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$514TotalAmt
Program Services$254ProgramServicesAmt
Management And General$92ManagementAndGeneralAmt
Fundraising$168FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$9,396TotalAmt
Program Services$4,831ProgramServicesAmt
Management And General$1,616ManagementAndGeneralAmt
Fundraising$2,949FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$21,959TotalAmt
Program Services$11,419ProgramServicesAmt
Management And General$3,733ManagementAndGeneralAmt
Fundraising$6,807FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$1,942TotalAmt
Program Services$960ProgramServicesAmt
Management And General$348ManagementAndGeneralAmt
Fundraising$634FundraisingAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$10,545TotalAmt
Management And General$10,545ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$695TotalAmt
Program Services$361ProgramServicesAmt
Management And General$119ManagementAndGeneralAmt
Fundraising$215FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$2,686TotalAmt
Program Services$1,396ProgramServicesAmt
Management And General$457ManagementAndGeneralAmt
Fundraising$833FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
PROGRAM EXPENSES$93,703$93,703
MISCELLANEOUS$20,772$10,277$3,717$6,778
CAMPAIGN AWARDS, SUPPLI$16,720$16,720
EQUIPMENT REPAIRS AND M$5,055$2,629$859$1,567

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$1,069TotalAmt
Program Services$529ProgramServicesAmt
Management And General$191ManagementAndGeneralAmt
Fundraising$349FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$897,199TotalAmt
Program Services$746,134ProgramServicesAmt
Management And General$54,391ManagementAndGeneralAmt
Fundraising$96,674FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$1,384BOYAmt
EOY$3,885EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$886,451BOYAmt
EOY$1,016,335EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$439,155BOYAmt
EOY$333,863EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$6,641BOYAmt
EOY$8,161EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$19,653LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$17,893LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$2,455BOYAmt
EOY$1,760EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$12,543BOYAmt
EOY$13,648EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,348,629BOYAmt
EOY$1,377,652EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$4,676BOYAmt
EOY$7,816EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$18,989BOYAmt
EOY$24,834EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$23,665BOYAmt
EOY$32,650EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$556,975BOYAmt
EOY$578,718EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$767,989BOYAmt
EOY$766,284EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,324,964BOYAmt
EOY$1,345,002EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,348,629BOYAmt
EOY$1,377,652EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$20,038ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$914,260CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$790,315CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$773,430CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$921,826CurrentTaxYearMinus1YearAmt
Current Tax Year$903,295CurrentTaxYearAmt
Total$4,303,126TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$914,260CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$790,315CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$773,430CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$921,826CurrentTaxYearMinus1YearAmt
Current Tax Year$903,295CurrentTaxYearAmt
Total$4,303,126TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$4,303,126PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$5,889CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$5,525CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,460CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,935CurrentTaxYearMinus1YearAmt
Current Tax Year$3,697CurrentTaxYearAmt
Total$21,506TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$18,554CurrentTaxYearMinus4YearsAmt
Total$18,554TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$20,166CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$15,277CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,090CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$4,522CurrentTaxYearMinus1YearAmt
Current Tax Year$13,041CurrentTaxYearAmt
Total$57,096TotalAmt
FieldValueIRS element (for citing)
Total Support$4,400,282TotalSupportAmt
Gross Receipts Rltd Activities$31,703GrossReceiptsRltdActivitiesAmt
Public Support CY1700.97790PublicSupportCY170Pct
Public Support PY1700.97170PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$12,543BeginningYearBalanceAmt
Contributions$500ContributionsAmt
Investment Earnings Or Losses$792InvestmentEarningsOrLossesAmt
Administrative Expenses$187AdministrativeExpensesAmt
End Year Balance$13,648EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$12,701BeginningYearBalanceAmt
Investment Earnings Or Losses-$64InvestmentEarningsOrLossesAmt
Administrative Expenses$94AdministrativeExpensesAmt
End Year Balance$12,543EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$12,338BeginningYearBalanceAmt
Contributions$1,546ContributionsAmt
Investment Earnings Or Losses$535InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,532GrantsOrScholarshipsAmt
Administrative Expenses$186AdministrativeExpensesAmt
End Year Balance$12,701EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$8,430BeginningYearBalanceAmt
Contributions$1,724ContributionsAmt
Investment Earnings Or Losses$2,349InvestmentEarningsOrLossesAmt
Administrative Expenses$165AdministrativeExpensesAmt
End Year Balance$12,338EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$7,755BeginningYearBalanceAmt
Investment Earnings Or Losses$807InvestmentEarningsOrLossesAmt
Administrative Expenses$132AdministrativeExpensesAmt
End Year Balance$8,430EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY1.00000BoardDesignatedBalanceEOYPct
Endowments Held Unrelated OrgYes (1)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$19,653OtherCostOrOtherBasisAmt
Depreciation$17,893DepreciationAmt
Book Value$1,760BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$1,760TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$938,353TotalRevEtcAuditedFinclStmtAmt
Donated Services And Use Fclts$19,183DonatedServicesAndUseFcltsAmt
Other Revenue$1,933OtherRevenueAmt
Revenue Not Reported$21,116RevenueNotReportedAmt
Revenue Subtotal$917,237RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$917,237TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$918,315TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$19,183DonatedServicesUseFcltsAmt
Other Expenses Included$1,933OtherExpensesIncludedAmt
Expenses Not Reported$21,116ExpensesNotReportedAmt
Expenses Subtotal$897,199ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$897,199TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, LINE 4:ANY DISTRIBUTIONS RECEIVED FROM THE ENDOWMENT FUND WILL BE USED TO SUPPORT THE ORGANIZATION'S MISSION.
PART X, LINE 2:U.S. GAAP REQUIRES MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY A TAXING AUTHORITY. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ORGANIZATION, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2016 AND 2015, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
PART XI, LINE 2D - OTHER ADJUSTMENTS:SPECIAL EVENT DIRECT EXPENSES 1,933.
PART XII, LINE 2D - OTHER ADJUSTMENTS:SPECIAL EVENT DIRECT EXPENSES 1,933.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (15 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
BIG BROTHERSBIG SISTERS
837 S CENTRAL AVENUEMARSHFIELDWI54449391466795501(C)(3)$32,000ALLOCATION FOR THE PROVISION OF SOCIAL SERVICES
CHILDREN'S SERVICE SOCIETY
705 S 24TH AVENUEWAUSAUWI54401390806380501(C)(3)$73,257ALLOCATION FOR THE PROVISION OF SOCIAL SERVICES
KIDDIE KABOOSE-ST JOSEPH'S HOSPITAL
611 ST JOSEPH AVENUEMARSHFIELDWI54449391684957501(C)(3)$15,833ALLOCATION FOR THE PROVISION OF SOCIAL SERVICES
MARSHFIELD AREA RESPITE CARE CENTER
205 EAST THIRD STREETMARSHFIELDWI54449391821627501(C)(3)$22,397ALLOCATION FOR THE PROVISION OF SOCIAL SERVICES
MARY'S PLACE BOARDING HOUSE
300 N CENTRAL AVENUEMARSHFIELDWI54449203398037501(C)(3)$12,500ALLOCATION FOR THE PROVISION OF SOCIAL SERVICES
NORTH CENTRAL COMMUNITY ACTION PROGRAM
PO BOX 1141WISCONSIN RAPIDSWI54495391080179501(C)(3)$41,869ALLOCATION FOR THE PROVISION OF SOCIAL SERVICES
PERSONAL DEVELOPMENT CENTER
630 S CENTRAL AVENUE SUITE 330MARSHFIELDWI54449391278572501(C)(3)$93,523ALLOCATION FOR THE PROVISION OF SOCIAL SERVICES
ST JOSEPH'S DIETARY SERVICES (HOME DELIVERED MEALS)
611 ST JOSEPH AVENUEMARSHFIELDWI54449391684957501(C)(3)$40,538ALLOCATION FOR THE PROVISION OF SOCIAL SERVICES
SCHOOL DISTICT OF MARSHFIELD-PATHWAY PARTNERS
1401 E BECKER ROADMARSHFIELDWI54449396003302501(C)(3)$19,991ALLOCATION FOR THE PROVISION OF SOCIAL SERVICES
SOUP OR SOCKS PANTRY
PO BOX 416MARSHFIELDWI54449391740536501(C)(3)$25,000ALLOCATION FOR THE PROVISION OF SOCIAL SERVICES
SPENCER KIDS GROUP
305 S HARLOW STREETSPENCERWI54479391826608501(C)(3)$8,000ALLOCATION FOR THE PROVISION OF SOCIAL SERVICES
YOUTH NET
1000 NORTH OAK AVEMARSHFIELDWI54449390452970501(C)(3)$71,247ALLOCATION FOR THE PROVISION OF SOCIAL SERVICES
CHIPPEWA VALLEY BOY SCOUTS COUNCIL
710 S HASTINGS WAYEAU CLAIREWI54701390807227501(C)(3)$5,625ALLOCATION FOR THE PROVISION OF SOCIAL SERVICES
CHILD CARING INC
1107 W GRAND AVENUEWISCONSIN RAPIDSWI54494391673794501(C)(3)$19,991ALLOCATION FOR THE PROVISION OF SOCIAL SERVICES
ST VINCENT DE PAUL SHELTER
505 E DEPOT STREETMARSHFIELDWI54449391396428501(C)(3)$46,247ALLOCATION FOR THE PROVISION OF SOCIAL SERVICES
FieldValueIRS element (for citing)
Total501c3 Org15Total501c3OrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE I, PART IVFormAndLineReferenceDesc
ExplanationTHE ORGANIZATION MONITORS GRANTS BY OBTAINING EITHER MONTHLY OR QUARTERLY PROGRAMMATIC REPORTS AND A MID-YEAR FISCAL REPORT FROM ALL FUNDED PROGRAMS. ADDITIONALLY, THE ORGANIZATION PERFORMS SITE VISITS ANNUALLY FOR GRANT MONITORING AND COMPLIANCE PURPOSES.ExplanationTxt

Schedule M IRS990ScheduleM

Clothing And Household Goods ClothingAndHouseholdGoodsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Noncash Contributions Rpt F990$47,708NoncashContributionsRptF990Amt
Method Of Determining RevenuesFAIR MARKET VALUEMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
DescFURNITUREDesc
Contribution482ContributionCnt
Noncash Contributions Rpt F990$37,584NoncashContributionsRptF990Amt
Method Of Determining RevenuesCOST OF DONATED PROPMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts0ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BTHE EXECUTIVE DIRECTOR AND THE ENTIRE BOARD REVIEW AND APPROVE A COPY OF THE 990 BEFORE IT IS FILED.
FORM 990, PART VI, SECTION B, LINE 12CEVERY JANUARY THE BOARD MEMBERS ARE GIVEN THE WRITTEN POLICY AND THEY COMPLETE A CONFLICT OF INTEREST DECLARATION FORM.
FORM 990, PART VI, SECTION B, LINE 15THE EXECUTIVE DIRECTOR'S PERFORMANCE IS REVIEWED ANNUALLY. THE BOARD OF DIRECTORS APPROVES ALL CHANGES TO EMPLOYEE COMPENSATION.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION PROVIDES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS UPON REQUEST.
FORM 990, PART XII, LINE 2C:NO CHANGES WERE MADE IN THE OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE YEAR.

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