2017-09-11T14:23:42-07:00 2016-12-31 990 2016-01-01 390935496 UNITED WAY OF MARATHON COUNTY INC UNIT 7158482927 705 S 24th Ave Ste 400B Wausau WI 54401 Jeff Sargent Executive Director/CEO 7158482927 2017-08-02 71.87.21.14 2016 2021-01-29 14:40:06Z Jeffrey Sargent 705 S 24th Ave Suite 400B Wausau WI 54401 3431667 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 27 2137 0 0 3192208 3327046 0 0 50008 7059 61332 58500 3303548 3392605 1786390 1686242 0 0 953810 984749 0 0 280221 635293 674029 3375493 3345020 -71945 47585 4320242 4317547 1917850 1821793 2402392 2495754 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 2062160 1686242 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. 232078 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. 77147 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. 369009 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. 369009 0 0 2740394 1 1 0 0 0 0 0 0 0 1 1 0 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 18 0 1 27 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 X 0 0 0 Julianne Fondell Board Member 1 0 X 0 0 0 Ryan Gallagher Board Member 1 0 X 0 0 0 Vicki Jeppesen Board Member 1 0 X 0 0 0 DeAnn Kmosena Board Member 1 0 X 0 0 0 Sue Matis Board Member 1 0 X 0 0 0 Chad Otte Ex Officio 1 0 X 0 0 0 Dan Peters Board Member 1 0 X 0 0 0 Chris Pfender Board Member 1 0 X 0 0 0 Mark Pisca Board Member 1 0 X 0 0 0 Laura Scudiere Board Member 1 0 X 0 0 0 Methuselah Thao Board Member 1 0 X 0 0 0 Jim Waldron Board Member 1 0 X 0 0 0 Scott Ziemer Board Member 1 0 X 0 0 0 Patrick Bradley Vice President Community Impact 1 0 X X 0 0 0 Lee Shipway Agency Representative 1 0 X 0 0 0 Matt Heywood Assoc Campaign Chair 1 0 X X 0 0 0 Dennis DeLoye Campaign Chair 1 0 X X 0 0 0 Keith Fierik Past President 1 0 X X 0 0 0 Janel Thoune Vice President Marketing 1 0 X X 0 0 0 James McIntyre President 1 0 X X 0 0 0 Duane Meyer President Elect 1 0 X X 0 0 0 Antonina Olszewski Board Member 1 0 X 0 0 0 Julie Bliss Ex-Officio 1 0 X 0 0 0 Susan Ford Hoffert Board Member 1 0 X 0 0 0 Mike Logsdon Board Member 1 0 X 0 0 0 Joanne Kelly Executive Director (term 11/29) 40 0 X 99109 0 18332 Jeffrey Sargent Executive Director (Eff 11/29) 40 0 X 5769 0 346 Joseph Tazelaar Finance Director 40 0 X 56428 0 3756 161306 0 22434 0 0 0 0 0 0 0 28422 0 177147 3121477 39062 3327046 0 27235 27235 0 0 0 0 0 0 0 0 0 0 0 0 18886 0 39062 0 -20176 0 -20176 0 0 -20176 28422 211 Portage/Northwoods Counties 900099 58500 0 0 58500 0 0 0 0 58500 3392605 27235 0 38324 1686242 1686242 0 0 0 0 0 0 183740 49610 95545 38585 0 0 0 0 644826 440498 86301 118027 93739 56628 19939 17172 62444 35667 14387 12390 0 0 0 0 0 0 0 0 11700 5616 3276 2808 7304 7304 9924 9362 302 260 156556 151198 2879 2479 10606 6496 2208 1902 0 0 0 0 125391 79791 24500 21100 2583 2272 167 144 0 0 0 0 18662 17473 639 550 0 0 0 0 37376 14315 12390 10671 35046 13423 11618 10005 7676 5119 1374 1183 Campaign 82839 32189 27213 23437 Maintenance 26377 15161 6026 5190 Information and Education 92087 85193 3704 3190 49902 34141 4633 11128 3345020 2740394 324405 280221 515953 748943 756896 681112 2096143 2052506 103132 54174 0 0 0 0 663018 639520 0 0 25501 14378 334742 207828 159599 126914 4320242 4317547 77226 91390 1840624 1730403 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1917850 1821793 X 498558 449031 1903834 2046723 0 0 2402392 2495754 4320242 4317547 47585 45777 0 0 0 0 X 0 1 X 1 0 X 3255319 3353588 3141200 3192124 3327046 16269277 0 0 0 0 0 0 0 0 0 0 0 0 3255319 3353588 3141200 3192124 3327046 16269277 3549829 12719448 36546 45711 42129 47780 27235 199401 0 0 0 0 0 0 0 0 62102 57406 58500 178008 16646686 136446 0.76408 0.75971 X Schedule A, Part II, Line 10 211 Portage and Northwoods Counties services RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 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 675949 1625 99598 0 33900 7966 735306 1 0 0 1 0 0 0 0 0 0 0 0 0 37521 3752 33769 0 297221 204076 93145 0 0 0 0 126914 0 0 X 3431078 45777 0 0 0 45777 3385301 7304 0 7304 3392605 3337716 0 0 0 0 0 3337716 7304 0 7304 3345020 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 the principal shall be requested by United Way of Marathon County Board of Directors for emergency purposes only. All expenditures are subject to the 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. Power of the Purse 28422 28422 0 0 0 4718 0 200 2255 0 0 28422 28422 0 0 0 4718 0 200 2255 7173 -7173 1 American Red Cross 3057 Michigan Ave Stevens Point WI 54481 390808444 501 ( c ) (3) 12125 0 1.Basic Needs Assistance for Victims of Disaster AOD Partnership PO Box 2145 Wausau WI 544022145 391699560 501 ( c ) (3) 19400 0 Youth Substance Abuse Big Brothers Big Sisters 2600 Stewart Ave Suite 262 Wausau WI 54401 391258616 501 ( c ) (3) 87300 0 Community and School Based mentoring Boys and Girls Club PO Box 2386 Wausau WI 544022386 391850386 501 ( c ) (3) 82450 0 1. Project Learn, Lead, Succeed Catholic Charities 1105 S 10th Ave Wausau WI 54401 391896823 501 ( c ) (3) 110580 0 1.Financial Literacy and Financial Stability Services 2. Project Step Up Childcaring 407 W Main S Merrill WI 54452 391758683 501 ( c ) (3) 291000 0 1. Childare Information and Referral 2.Grant exp due to returned alloc in 2013 rec as income Childrens Hospital of WI 705 S 24th Ave Suite 402 Wausau WI 54401 390806380 501 ( c ) (3) 188318 0 1.Visitation Center 2. Parent education and support services 3. In-home Parent Education 4. Social/Emotional Foundations for Early Learning 5. Wausau child & Family Counseling Sliding Scale Fee 6. Play & Learn 7. Stepping Stones Faith in Action 630Adams ST Wausau WI 54403 203244315 501 ( c ) (3) 23280 0 Connecting Volunteers to Elderly and Disabled Neighbors Girl Scouts of the North Western Great Lakes 3511 Camp Phillips Rd Schofield WI 54476 391016314 501 ( c ) (3) 43186 0 1. Shine 2. Troop Pathways Lutheran Social Service 516 Mc Clellan St Wausau WI 54403 390816846 501 ( c ) (3) 32010 0 1 Outpatient mental health counseling - sliding scale fee North Central Community Action Program 911 Jackson S Suite 104 Wausau WI 54403 391080179 501 ( c ) (3) 242500 0 1. Storefron Leanring Center 2. Emergency Housing Assistance Fund (EHAF) 3. Emergency Food Assistance Fund (EFAF) Peaceful Solutions Counseling 1720 Merrill Ave Wausau WI 54401 208223946 501 ( c ) (3) 204864 0 1. SAFE - Domestic Violence Abusers' Group 2. Mentoring AfterCare Program 3. Childhood Trauma Mental Health Services Salvation Army 202 Callon St Wausau WI 54401 392167910 501 ( c ) (3) 72265 0 1. Shelter - nights of shelter 2. Lunch meals Samoset Council 3511 Camp Phillips Rd Schofield WI 54476 390813397 501 ( c ) (3) 48500 0 Scouting for at-risk youth Spencer Kids Group 305 S Haslow St Spencer WI 54479 391826608 501 ( c ) (3) 18430 0 Youth Center Programs The Neighbors Place 745 Scott St Wausau WI 54403 391940241 501 ( c ) (3) 18391 0 Youth Development Wausau Area Mobile Meals 609 Scott S Suite G Wausau WI 54401 391238060 501 ( c ) (3) 33950 0 Volunteer Meal Delivery WI Automotive And Truck Education PO Box 1542 Wausau WI 54402 391990500 501 ( c ) (3) 24250 0 Wheels to Work interest free auto loans to qualified individuals Wisconsin Judicare Inc PO Box 6100 Wausau WI 544026100 391170880 501 ( c ) (3) 9700 0 Domestic Violence Intervention Womens Community 2801 N 7th S Suite 300 Wausau WI 54403 391290452 501 ( c ) (3) 151805 0 1.Services to Victims of Domestic Abuse Program 2. Transtional living 3. Sexual Assault Victim Services Hmong American Center 1109 N 6th St Wausau WI 54403 391459824 501 ( c ) (3) 50877 0 1. Empowering Youth Toward Educational Success 2. Wausau Fresh Start 22 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 5 39062 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 Finance prior to filing. Form 990, Part VI, Section B, Line 12c Officers, directors, volunteers and employees are asked to a conflict of interest policy annually. If a discussion or board action is being taken that is relevant to an item disclosed on a member's 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. Form 8868 was filed and approved prior to the May 15 deadline.