UNITED WAY OF WASHINGTON COUNTY: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- UNITED WAY OF WASHINGTON COUNTY (EIN 23-7281696)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2016-09-06
- IRS object ID
- 201622509349300027
- Schema version
- 2015v2.1
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-09-06T10:13:46-05:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390843014 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KIECKHAFER DIETZLER HAUSER HANSON LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 637 | AddressLine1Txt |
| City | WEST BEND | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 530950637 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237281696 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED WAY OF WASHINGTON COUNTY INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIT | BusinessNameControlTxt |
| Phone | 2623383821 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 304 | AddressLine1Txt |
| City | WEST BEND | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53095 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MIKE REUTEMAN | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2623383821 | PhoneNum |
| Signature | 2016-08-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES SAUERESSIG | PreparerPersonNm |
| PTIN | P00151912 | PTIN |
| Phone | 2623342341 | PhoneNum |
| Preparation | 2016-08-17 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-12-15 16:53:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MIKE REUTEMAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 304 | AddressLine1Txt |
| City | WEST BEND | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53095 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,463,974 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.UNITEDWAYOFWASHINGTONCOUNTY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1977 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | TO IMPROVE LIVES AND COMMUNITY CONDITIONS IN MEASURABLE AND LASTING WAYS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 22 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 22 | VotingMembersIndependentCnt |
| Total Employee | 6 | TotalEmployeeCnt |
| Total Volunteers | 375 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $1,360,844 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,434,625 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,100 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,263 | CYInvestmentIncomeAmt |
| PY Other Revenue | $25,246 | PYOtherRevenueAmt |
| CY Other Revenue | $28,086 | CYOtherRevenueAmt |
| PY Total Revenue | $1,387,190 | PYTotalRevenueAmt |
| CY Total Revenue | $1,463,974 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $734,692 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $752,832 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $234,455 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $251,559 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $201,247 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $416,318 | PYOtherExpensesAmt |
| CY Other Expenses | $400,140 | CYOtherExpensesAmt |
| PY Total Expenses | $1,385,465 | PYTotalExpensesAmt |
| CY Total Expenses | $1,404,531 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,725 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $59,443 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $873,520 | TotalAssetsBOYAmt |
| Total Assets EOY | $930,395 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $520,053 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $517,485 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $353,467 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $412,910 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO IMPROVE LIVES AND COMMUNITY CONDITIONS IN MEASURABLE AND LASTING WAYS. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $1,094,937 | ExpenseAmt |
| Grant | $752,832 | GrantAmt |
| Desc | RAISES AND DISTRIBUTES FUNDS TO PRIORITIZED HUMAN SERVICE PROGRAMS AT 19 SOCIAL SERVICE AGENCIES BASED ON IDENTIFIED IMPACT AREAS AND PROGRAM OUTCOMES. COLLABORATES WITH OUR AGENCIES AND OTHER COMMUNITY PARTNERS TO HELP ADDRESS WASHINGTON COUNTY NEEDS. | Desc |
| Total Program Service Expenses | $1,094,937 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 10 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 6 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 22 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 22 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KRISTIN BRANDNER | PersonNm |
| Phone | 2623383821 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 304 | AddressLine1Txt |
| City | WEST BEND | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53095 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| DEBRA CAHOON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MIKE MURPHY | ||||||
| PRESIDENT | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| TOM HOSTAD | ||||||
| VICE PRESIDE | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| BEN BECKER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL KEAGLE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| AMY JOHNSON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GREG LEDESMA | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARY LYNN BENNETT | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RYAN HETZEL | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MIKE KENITZ | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PETE RETTLER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KARL SCHULTZ | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KELLY WENDORFF | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KEVIN MATKIN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CORY NEUY | ||||||
| SECRETARY | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| KEVIN NEWTON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KATHLEEN CHRISTENSON FISHER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JULIE GABELMANN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PAUL HEFFERNAN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MIKE REUTEMAN | ||||||
| TREASURER | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JOSH SCHOEMANN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PAT STRACHOTA | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Federated Campaigns | $1,434,625 | FederatedCampaignsAmt |
| Total Contributions | $1,434,625 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,263 | TotalRevenueColumnAmt |
| Exclusion | $1,263 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $23,625 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $23,625 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $23,625 | TotalRevenueColumnAmt |
| Exclusion | $23,625 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Total Revenue Column | $4,461 | TotalRevenueColumnAmt |
| Exclusion | $4,461 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $4,461 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,463,974 | TotalRevenueColumnAmt |
| Exclusion | $29,349 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $752,832 | TotalAmt |
| Program Services | $752,832 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $232,153 | TotalAmt |
| Program Services | $68,178 | ProgramServicesAmt |
| Management And General | $56,868 | ManagementAndGeneralAmt |
| Fundraising | $107,107 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,053 | TotalAmt |
| Program Services | $309 | ProgramServicesAmt |
| Management And General | $258 | ManagementAndGeneralAmt |
| Fundraising | $486 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,353 | TotalAmt |
| Program Services | $5,389 | ProgramServicesAmt |
| Management And General | $4,496 | ManagementAndGeneralAmt |
| Fundraising | $8,468 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,290 | TotalAmt |
| Management And General | $9,290 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,000 | TotalAmt |
| Management And General | $15,000 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,003 | TotalAmt |
| Program Services | $3,525 | ProgramServicesAmt |
| Management And General | $2,940 | ManagementAndGeneralAmt |
| Fundraising | $5,538 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,607 | TotalAmt |
| Program Services | $2,988 | ProgramServicesAmt |
| Management And General | $6,580 | ManagementAndGeneralAmt |
| Fundraising | $4,039 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,852 | TotalAmt |
| Program Services | $62,377 | ProgramServicesAmt |
| Management And General | $2,939 | ManagementAndGeneralAmt |
| Fundraising | $5,536 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,893 | TotalAmt |
| Program Services | $3,493 | ProgramServicesAmt |
| Management And General | $2,913 | ManagementAndGeneralAmt |
| Fundraising | $5,487 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,799 | TotalAmt |
| Program Services | $49,799 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $102 | TotalAmt |
| Program Services | $30 | ProgramServicesAmt |
| Management And General | $25 | ManagementAndGeneralAmt |
| Fundraising | $47 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,730 | TotalAmt |
| Program Services | $895 | ProgramServicesAmt |
| Management And General | $2,430 | ManagementAndGeneralAmt |
| Fundraising | $1,405 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| CAMPAIGN EXPENSES | $71,055 | $16,600 | $54,455 | |
| BAD DEBT | $63,034 | $63,034 | ||
| STRATEGIC PARTNER EXPENSE | $51,861 | $51,861 | ||
| COMPUTER EXPENSES | $14,018 | $4,117 | $6,467 | $3,434 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,896 | TotalAmt |
| Program Services | $9,510 | ProgramServicesAmt |
| Management And General | $1,174 | ManagementAndGeneralAmt |
| Fundraising | $2,212 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,404,531 | TotalAmt |
| Program Services | $1,094,937 | ProgramServicesAmt |
| Management And General | $108,347 | ManagementAndGeneralAmt |
| Fundraising | $201,247 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100 | BOYAmt |
| EOY | $100 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $568,308 | BOYAmt |
| EOY | $594,169 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $302,391 | BOYAmt |
| EOY | $333,239 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,620 | BOYAmt |
| EOY | $2,887 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $16,918 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $16,918 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $101 | BOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $873,520 | BOYAmt |
| EOY | $930,395 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,455 | BOYAmt |
| EOY | $6,701 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $509,598 | BOYAmt |
| EOY | $508,784 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,000 | BOYAmt |
| EOY | $2,000 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $520,053 | BOYAmt |
| EOY | $517,485 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $305,487 | BOYAmt |
| EOY | $360,299 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,980 | BOYAmt |
| EOY | $52,611 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $353,467 | BOYAmt |
| EOY | $412,910 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $873,520 | BOYAmt |
| EOY | $930,395 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $59,443 | ReconcilationRevenueExpnssAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,212,869 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $42,318 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,242,114 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,360,844 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,434,625 | CurrentTaxYearAmt |
| Total | $5,292,770 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,212,869 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $42,318 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,242,114 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,360,844 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,434,625 | CurrentTaxYearAmt |
| Total | $5,292,770 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $282,618 | SubstantialContributorsTotAmt |
| Public Support Total170 | $5,010,152 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,664 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,101 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $22,290 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $22,287 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $24,888 | CurrentTaxYearAmt |
| Total | $76,230 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,927 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,322 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,913 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,059 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,461 | CurrentTaxYearAmt |
| Total | $20,682 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $5,389,682 | TotalSupportAmt |
| Public Support CY170 | 0.92960 | PublicSupportCY170Pct |
| Public Support PY170 | 0.92340 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART II, LINE 10 | MISCELLANEOUS 20,682 |
| SUPPLEMENTAL INFORMATION | IN 2013 THE FISCAL YEAR END WAS CHANGED TO JUNE. |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $107,612 | BeginningYearBalanceAmt |
| Contributions | $1,060 | ContributionsAmt |
| Investment Earnings Or Losses | $639 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $109,311 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $106,205 | BeginningYearBalanceAmt |
| Contributions | $900 | ContributionsAmt |
| Investment Earnings Or Losses | $507 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $107,612 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $104,926 | BeginningYearBalanceAmt |
| Contributions | $650 | ContributionsAmt |
| Investment Earnings Or Losses | $629 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $106,205 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $103,983 | BeginningYearBalanceAmt |
| Contributions | $525 | ContributionsAmt |
| Investment Earnings Or Losses | $418 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $104,926 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $118,795 | BeginningYearBalanceAmt |
| Contributions | $500 | ContributionsAmt |
| Investment Earnings Or Losses | $761 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $16,073 | OtherExpendituresAmt |
| End Year Balance | $103,983 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $16,918 | OtherCostOrOtherBasisAmt |
| Depreciation | $16,918 | DepreciationAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RESERVE FOR UNEMPLOYMENT | Desc |
| Amt | $2,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,000 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $1,463,974 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Subtotal | $1,463,974 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $1,463,974 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,404,531 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $1,404,531 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $1,404,531 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PAGE 2, PART V, LINE 4 | THE PURPOSE OF THE FUND WILL BE TO PROVIDE INCOME TO SUPPORT AND CONTRIBUTE TO THE OPERATION OF THE UNITED WAY AND TO PROVIDE ADDITIONAL FUNDS TO ENHANCE THE ABILITY OF THE UNITED WAY TO MEET ITS MISSION. |
| SCHEDULE D, PAGE 3, PART X | THE ORGANIZATION'S CURRENT ACCOUNTING POLICY IS TO DISCLOSE LIABILITIES FOR UNCERTAIN TAX POSITIONS WHEN A LIABILITY IS PROBABLE AND ESTIMABLE. MANAGEMENT IS NOT AWARE OF ANY VIOLATION OF ITS TAX STATUS AS AN ORGANIZATION EXEMPT FROM INCOME TAXES, NOR IS IT AWARE OF ANY EXPOSURE TO UNRELATED BUSINESS INCOME TAX. THE ORGANIZATION FILES TAX RETURNS IN THE U.S. FEDERAL JURISDICTION AND THE STATE OF WISCONSIN. THE ORGANIZATION'S FEDERAL INCOME TAX RETURNS PRIOR TO FISCAL YEAR 2010 ARE CLOSED. U.S. STATE JURISDICTIONS HAVE STATUTES OF LIMITATIONS THAT GENERALLY RANGE FROM THREE TO FIVE YEARS. THE ORGANIZATION DOES NOT HAVE ANY TAX RETURNS CURRENTLY UNDER EXAMINATION BY A FEDERAL OR STATE JURISDICTION. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (19 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|
| AMERICAN RED CROSS | ||||||
| 819 SCHOENHAAR DR | WEST BEND | WI | 53090 | 3 | $20,000 | GENERAL USE |
| BIG BROTHERSBIG SISTERS | ||||||
| 103 N MAIN ST | WEST BEND | WI | 53095 | 3 | $63,864 | GENERAL USE |
| BOY SCOUTSBAY LAKES COUNCIL | ||||||
| PO BOX 267 | APPLETON | WI | 54912 | 3 | $18,240 | GENERAL USE |
| BOY SCOUTSPOTAWATOMI AREA | ||||||
| 804 BLUEMOUND ROAD | WAUKESHA | WI | 53188 | 3 | $6,240 | GENERAL USE |
| BOYS & GIRLS CLUB | ||||||
| 925 N SILVERBROOK DR | WEST BEND | WI | 53090 | 3 | $63,212 | GENERAL USE |
| CASA GUADALUPE EDUCATION CENTER | ||||||
| 479 N MAIN ST | WEST BEND | WI | 53090 | 3 | $29,602 | GENERAL USE |
| CONSUMER CREDIT COUNSELING SERVICES | ||||||
| 139 N MAIN ST | WEST BEND | WI | 53095 | 3 | $19,450 | GENERAL USE |
| ELEVATE INC | ||||||
| 1625 EAST WASHINGTON ST 300 | WEST BEND | WI | 53095 | 3 | $112,000 | GENERAL USE |
| FAMILY CENTER OF WASHINGTON CNTY | ||||||
| 2376 W WASHINGTON ST | WEST BEND | WI | 53095 | 3 | $20,000 | GENERAL USE |
| FRIENDS OF ABUSED FAMILIES | ||||||
| PO BOX 117 | WEST BEND | WI | 53095 | 3 | $62,240 | GENERAL USE |
| FULL SHELF FOOD PANTRY | ||||||
| PO BOX 1157 | WEST BEND | WI | 53095 | 3 | $19,450 | GENERAL USE |
| GIRL SCOUTS OF WISCONSIN SOUTHEAST | ||||||
| PO BOX 14999 | MILWAUKEE | WI | 53214 | 3 | $24,960 | GENERAL USE |
| INTERFAITH CAREGIVERS | ||||||
| PO BOX 1143 | WEST BEND | WI | 53095 | 3 | $52,500 | GENERAL USE |
| KETTLE MORAINE YMCA | ||||||
| 1111 Y DR | WEST BEND | WI | 53095 | 3 | $25,000 | GENERAL USE |
| NAMI | ||||||
| 2030 STONEBRIDGE RD | WEST BEND | WI | 53095 | 3 | $7,200 | GENERAL USE |
| SENIOR CITIZENS ACTIVITIES | ||||||
| 2378 W WASHINGTON ST STE A | WEST BEND | WI | 53095 | 3 | $10,000 | GENERAL USE |
| THE THRESHOLD | ||||||
| 600 ROLFS AVE | WEST BEND | WI | 53090 | 3 | $98,250 | GENERAL USE |
| THE YOUTH & FAMILY PROJECT | ||||||
| 630 ELM STREET | WEST BEND | WI | 53095 | 3 | $42,500 | GENERAL USE |
| FAMILY PROMISE | ||||||
| 724 ELM STREET | WEST BEND | WI | 53095 | 3 | $58,124 | GENERAL USE |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 6, PART VI, LINE 11B | THE TREASURER AND EXECUTIVE DIRECTOR WILL REVIEW THE FORM 990 PRIOR TO ISSUANCE. THE TREASURER WILL PRESENT IT TO THE BOARD AT THE NEXT MEETING. |
| FORM 990, PAGE 6, PART VI, LINE 12C | THE CONFLICT OF INTEREST POLICY WILL BE REVIEWED ANNUALLY AT THE BOARD MEETING. |
| FORM 990, PAGE 6, PART VI, LINE 15A | THE EXECUTIVE COMMITTEE OF THE BOARD REVIEWS THE PERFORMANCE OF THE EXECUTIVE DIRECTOR EACH YEAR. HER PERFORMANCE IS ASSESSED AGAINST GOALS PREVIOUSLY SET AND HER COMPENSATION IS COMPARED TO DATA RECEIVED FROM THE UNITED WAY WORLDWIDE AND TO COMPARABLE LOCAL AGENCIES. |
| FORM 990, PAGE 6, PART VI, LINE 15B | THE PERFORMANCE OF OTHER KEY EMPLOYEES IS REVIEWED BY THE DIRECT SUPERVISOR USING GUIDELINES AND APPROPRIATE PAYROLL DATA. |
| FORM 990, PAGE 6, PART VI, LINE 19 | FORM 990, GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST FROM THE UNITED WAY OF WASHINGTON COUNTY WITHIN 24 HOURS. |
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