2015-11-20T13:10:49-06:00 2015-06-30 390974031 WEGNER CPAS LLP 2110 LUANN LN MADISON WI 537133074 990 2014-07-01 390806285 UNITED WAY OF KENOSHA COUNTY INC UNIT 2626584104 5500 6TH AVE NO 210 KENOSHA WI 531403710 TRACY NIELSEN CHIEF EXECUTIVE OFFICER 2626584104 2015-11-18 1 JENNY TARKOWSKI CPA P00634290 6082744020 2014 2016-03-07 17:11:31Z TRACY NIELSEN 5500 6TH AVE NO 210 KENOSHA WI 531403710 831206 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. 19 19 4 1334 0 0 721306 796739 0 0 2244 2261 11790 8629 735340 807629 470709 415831 0 0 231309 205698 0 0 48238 107789 148588 809807 770117 -74467 37512 989831 1022751 53200 48608 936631 974143 X THE MISSION OF UNITED WAY OF KENOSHA COUNTY IS TO MOBILIZE THE CARING POWER OF COMMUNITY TO ADVANCE THE COMMON GOOD. 0 0 451133 342658 COMMUNITY IMPACTAT UNITED WAY OF KENOSHA COUNTY WE BELIEVE THAT EVERYONE DESERVES OPPORTUNITIES FOR A GOOD LIFE THAT LEADS TO A QUALITY EDUCATION THAT LEADS TO A STABLE JOB, ENOUGH INCOME TO SUPPORT A FAMILY THROUGH RETIREMENT AND GOOD HEALTH. UNITED WAY OF KENOSHA COUNTY (UWKC) IS COMMITTED TO SUPPORTING PROGRAMS AND INITIATIVES THAT PROVIDE COMMUNITY SOLUTIONS AND DELIVER MEASURABLE RESULTS. OUR GOALS AND OUTCOMES ARE GENERATED THROUGH THE ANALYSIS OF COMMUNITY NEED THROUGH THE PRODUCTION OF AN ANNUAL COMMUNITY SNAPSHOT, WHICH OUTLINES THE CURRENT COMMUNITY CONDITIONS, THROUGH THE DETAILED ANALYSIS OF LOCAL COMMUNITY PLANS, AND THROUGH THE LEADERSHIP OF UNITED WAY IN FORESIGHT 20/20, A COMMUNITY VISIONING PROCESS THAT IDENTIFIES KEY COUNTY-WIDE PRIORITIES. UNITED WAY IS GUIDED BY DIVERSE GROUPS OF VOLUNTEERS WHO ARE RESPONSIBLE FOR OVERSEEING UNITED WAY'S OPERATIONS AND THE ANNUAL INVESTMENT PROCESS. THE KEY FOCUS AREAS FOR UNITED WAY, BOTH LOCALLY AND NATIONALLY ARE EDUCATION, INCOME AND HEALTH. THE UNITED WAY OF KENOSHA COUNTY ADDRESSES THESE AREAS IN THE FOLLOWING WAYS:EDUCATION FOCUS AREAHELPING 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. THE COST? 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.UNITED WAY OF KENOSHA COUNTY 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 KENOSHA COUNTY YOUTH AS RESOURCES (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.KENOSHA COUNTY YOUTH AS RESOURCES (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. KENOSHA COUNTY YOUTH AS RESOURCES (YAR) IS A PROGRAM OF UNITED WAY OF KENOSHA COUNTY IN PARTNERSHIP WITH KENOSHA COUNTY UNIVERSITY OF WISCONSIN - EXTENSION.DURING THE 2014-2015 PROGRAM YEAR, YAR FUNDED 13 GRANTS, DISTRIBUTED $5,680 AND HAD 357 YOUTH PARTICIPANTS. SINCE THE PROGRAM'S BEGINNING IN 2005, YAR HAS FUNDED 138 GRANTS, DISTRIBUTED $51,573 AND ENGAGED MORE THAN 4,746 YOUTH.READERS ARE LEADERS PROGRAMEACH YEAR AS PART OF THE NATIONAL "READ ACROSS AMERICA" EVENT THAT CELEBRATES THE BIRTHDAY OF DR. SEUSS IN MARCH, UNITED WAY OF KENOSHA COUNTY ORGANIZES "READERS ARE LEADERS" TO SHARE THE JOY OF READING WITH LOCAL ELEMENTARY SCHOOL STUDENTS. IN 2015, THE SEVENTH YEAR OF THE PROGRAM, 325 LOCAL COMMUNITY LEADERS VOLUNTEERED THEIR TIME TO READ AT 30 ELEMENTARY SCHOOLS, REPRESENTING 4 SCHOOL DISTRICTS, IN 297 CLASSROOMS ACROSS KENOSHA COUNTY, IMPACTING 10,000 CHILDREN. ADDITIONALLY, THROUGH A VOLUNTEER-LED REVIEW PROCESS, UNITED WAY OF KENOSHA COUNTY INVESTS IN PROGRAMS SUCH AS:- ELCA OUTREACH CENTER'S SUMMER CAMP- GIRL SCOUTS OF WISCONSIN SOUTHEAST'S URBAN OUTREACH INITIATIVES- KENOSHA ACHIEVEMENT CENTER'S HANEN PROGRAM- BOYS AND GIRLS CLUB'S YOUTH EMPOWERMENT PROGRAM- WOMEN AND CHILDREN'S HORIZONS' CHILDREN'S SERVICES PROGRAM- SHALOM CENTER'S EMERGENCY FAMILY SHELTER- BIG BROTHERS/BIG SISTERS MENTORING PROGRAMINCOME FOCUS AREAPROMOTING FINANCIAL STABILITY AND INDEPENDENCEGOALS:- INDIVIDUALS IMPROVE LIVING AND EMPLOYABILITY SKILLS- INDIVIDUALS DEMONSTRATE MANAGEMENT AND ACQUISITION OF ASSETSAS MANY AS 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, UNITED WAY IS HERE TO HELP.UNITED WAY OF KENOSHA COUNTY 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 (UNITED WAY OF KENOSHA COUNTY, THE KENOSHA COUNTY JOB CENTER AND CARTHAGE COLLEGE) 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 $53,000) 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 2015 (THE 2014 TAX SEASON) THE KENOSHA COUNTY VITA PROGRAM ENGAGED 83 INDIVIDUALS AS TAX PREPARERS, HELPED FILE 2,781 TAX RETURNS, AND HELPED RESIDENTS OBTAIN $2.139 MILLION IN REFUNDS.MONEY SMART WEEKMONEY 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 UNITED WAY OF KENOSHA COUNTY'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, UNITED WAY OF KENOSHA COUNTY HOSTED THE FINANCIAL FITNESS FAIR. NEARLY 75 PARTICIPANTS VISITED THE FAIR TO LEARN INFORMATION ABOUT BUDGETING, DEBT, HEALTH CARE AND MANY MORE FINANCE RELATED TOPICS FROM 15 LOCAL ORGANIZATIONS.AS PART OF MONEY SMART WEEK, UNITED WAY ALSO HOSTED A YOUTH VIDEO CONTEST IN WHICH STUDENTS GRADES 7-12 WERE INVITED TO SUBMIT A 90-SECOND VIDEO FOR CASH PRIZES.FINANCIAL EDUCATION NETWORKIN 2013, UNITED WAY OF KENOSHA COUNTY FORMED THE FINANCIAL EDUCATION NETWORK. 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, UNITED WAY OF KENOSHA COUNTY INVESTS IN PROGRAMS SUCH AS:- KENOSHA HUMAN DEVELOPMENT SERVICES TRANSITIONAL HOUSING FOR HOMELESS YOUTH & ADULTS- KENOSHA LITERACY COUNCIL 'S LITERACY FOR LIFE ADULT EDUCATION PROGRAM- SHALOM CENTER'S EMERGENCY FAMILY SHELTER PROGRAM- SHALOM CENTER'S INTERFAITH NETWORK NIGHTLY SHELTERHEALTH FOCUS AREAIMPROVING 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, UNITED WAY IS WORKING TO ENSURE EVERYONE HAS ACCESS TO AFFORDABLE AND QUALITY CARE.UNITED WAY OF KENOSHA COUNTY 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.IN 2015, NEARLY 10,000 INDIVIDUALS HAD USED THE CARD SINCE 2007 AND WE REACHED SAVINGS OVER $1 MILLION IN KENOSHA 85249 COMMUNITY SERVICES AND VOLUNTEERISMIN ADDITION TO LEADING INITIATIVES AND SUPPORTING PROGRAMS THROUGH THE INVESTMENT PROCESS, UNITED WAY OF KENOSHA COUNTY 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 CENTERUNITED WAY OF KENOSHA COUNTY IS COMMITTED TO HELPING KENOSHA COUNTY RESIDENTS FIND ALTERNATIVE WAYS OF GIVING IN THE COMMUNITY. UNITED WAY 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, NEARLY 60 LOCAL AGENCIES/ORGANIZATIONS HAVE REGISTERED TO POST VOLUNTEER OPPORTUNITIES, AND OVER 1,000 COMMUNITY MEMBERS HAVE SIGNED UP ON THE WEBSITE.IN ADDITION TO FOSTERING YEAR-ROUND VOLUNTEERISM THROUGH GET CONNECTED, UNITED WAY OF KENOSHA COUNTY 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 6, 2014, 450 VOLUNTEERS WORKED AT 18 DIFFERENT PROJECT SITES.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. FOUR SCHOOL PLAYGROUNDS WERE COMPLETED IN SUMMER 2015, AND MORE THAN 100 VOLUNTEERS PARTICIPATED.COMMUNITY SERVICESTHE COMMUNITY SERVICES COMPONENT OF UNITED WAY OF KENOSHA COUNTY IS IN PLACE TO MEET UNITED WAY'S STRATEGIC GOALS AND TO HELP ADDRESS COMMUNITY NEEDS. UNITED WAY WORKS HAND IN HAND WITH KENOSHA COUNTY'S DISLOCATED WORKERS PROGRAM TO ASSIST WORKERS WHO HAVE BEEN LAID OFF OR DISPLACED FROM THEIR UNEMPLOYMENT. UNITED WAY 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. COMMUNITY CONVENERONE POWERFUL THING ABOUT UNITED WAY OF KENOSHA COUNTY IS THE FORMED RELATIONSHIPS WITH LOCAL BUSINESSES, EDUCATION, FAITH AND COMMUNITY-BASED ORGANIZATIONS, PHILANTHROPIC INSTITUTIONS, CIVIC LEADERS, LOCAL GOVERNMENT AND INSTITUTIONS. IN THE PAST YEAR UNITED WAY TEAMED UP WITH UNIVERSITY OF WISCONSIN - EXTENSION TO BRING KNOWLEDGE ABOUT SERVICES BEING OFFERED IN WESTERN KENOSHA COUNTY BY HOSTING A NETWORKING BREAKFAST MADE UP OF SERVICE PROVIDERS, LOCAL GOVERNMENT OFFICIALS, SCHOOL COUNSELORS, AND OTHER RESOURCES. ADDITIONALLY, UNITED WAY PARTNERED WITH THE KENOSHA AREA BUSINESS ALLIANCE AND KENOSHA COUNTY TO HOST FORESIGHT 20/20, AN ONGOING COMMUNITY CONVERSATION DEDICATED TO THE CREATION OF A COLLECTIVE VISION FOR KENOSHA COUNTY, WITH THE MAIN PURPOSE OF DIALOGUE ABOUT HOW WE CAN ENHANCE COLLABORATION TO ADDRESS COMPLEX COMMUNITY ISSUES AND HELP KENOSHA COUNTY REALIZE ITS FULL POTENTIAL. 73173 73173 WE PROCESSED $73,173 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. 609555 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 7 1 4 1 0 0 0 0 0 0 0 0 0 0 X 19 19 0 0 0 0 0 0 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 PRESIDENT 1.00 X X 0 0 0 THOMAS MOORE DIRECTOR/PRESIDENT ELECT 1.00 X X 0 0 0 JENNIFER DOOLEY PAST PRESIDENT 1.00 X X 0 0 0 DANNY CARLSON TREASURER 1.00 X X 0 0 0 TIM PEOPLES SECRETARY 1.00 X X 0 0 0 RICH RODENBECK CIC CHAIR 1.00 X X 0 0 0 BILL AUBUCHON DIRECTOR/SECRETARY 1.00 X X 0 0 0 KIM KELLEY DIRECTOR/BUSINESS DEVELOPMENT CHAIR 1.00 X X 0 0 0 TINA SCHMITZ DIRECTOR/AUDIT CHAIR 1.00 X X 0 0 0 LINDA GUMP 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 PAUL MODICA 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 TRACY NIELSEN CHIEF EXECUTIVE OFFICER 48.00 X 70480 0 10914 SHERRY WESTHOFF FINANCE MANAGER 38.00 X 40930 0 2942 111410 0 13856 0 0 0 0 0 360 3850 23000 769529 21241 796739 2261 2261 17848 3850 21017 -3169 -3169 1936 2560 -624 -624 COST RECOVERY FEES 900099 12128 12128 SERVICE FEES 900099 294 294 12422 807629 12422 0 -1532 415831 415831 121818 57392 44090 20336 63404 40083 15973 7348 1533 843 469 221 6303 3464 1928 911 12640 6609 4131 1900 13643 13643 14018 10681 3337 6610 1485 33 5092 13088 6689 4641 1758 18323 11452 3377 3494 30000 16490 9174 4336 2796 1998 526 272 8138 2190 5948 5608 3082 1715 811 6895 3790 2108 997 2650 1456 811 383 COMMUNITY EVENTS 23981 23981 DUES 1574 955 420 199 AWARDS AND RECOGNITIONS 1264 1084 180 770117 609555 112324 48238 100 100 728179 738772 238812 266143 265 7039 8967 53876 45372 15399 8504 302 989831 1022751 53200 48608 53200 48608 X 269472 281368 667159 692775 936631 974143 989831 1022751 37512 0 X 0 1 X 1 0 X 955375 765731 774156 721306 796739 4013307 955375 765731 774156 721306 796739 4013307 434933 3578374 14176 7378 3315 2244 2261 29374 4042681 58627 0.88510 0.86100 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5512 3858 1654 40045 34395 5650 8319 7119 1200 8504 754761 20305 20305 734456 73173 73173 807629 717249 20305 20305 696944 73173 73173 770117 PART XI, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATIONS 73,173. PART XII, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATIONS 73,173. GREAT ESCAPE 21698 3850 17848 500 1392 13410 4103 500 1112 21698 3850 17848 500 1392 13410 4103 500 1112 21017 -3169 1 AIDS RESOURCE CENTER OF WISCONSIN INC 820 N PLANKINTON AVE MILWAUKEE WI 532031802 391534049 501(C)(3) 10613 DONOR DESIGNATEDHIV HEALTH CARE SERVICES BIG BROTHERSBIG SISTERS OF RACINE AND KENOSHA COUNTIES INC 3131 TAYLOR AVE UNIT 7 RACINE WI 534054503 391052882 501(C)(3) 6134 330 BOOK AMERICAN GIRL DOLLS DONOR DESIGNATEDONE-TO-ONE OUTCOME BASED MENTORING BOYS AND GIRLS CLUB OF KENOSHA INC 1330 52ND ST KENOSHA WI 531403236 391732935 501(C)(3) 19945 DONOR DESIGNATEDYOUTH EMPOWERMENT CATHOLIC CHARITIES OF THE ARCHDIOCESE OF MILWAUKEE INC 3501 S LAKE DR MILWAUKEE WI 532350900 390806321 501(C)(3) 10727 DONOR DESIGNATEDBEHAVIORAL HEALTH AND COUNSELING SERVICES CHILDREN'S SERVICE SOCIETY OF WISCONSIN 620 S 76TH ST STE 120 MILWAUKEE WI 532141599 390806380 501(C)(3) 21212 440 BOOK AMERICAN GIRL DOLLS DONOR DESIGNATEDCHILD AND FAMILY COUNSELING ELCA OUTREACH CENTER INC 6218 26TH AVE KENOSHA WI 531434316 020638260 501(C)(3) 23576 440 BOOK AMERICAN GIRL DOLLS DONOR DESIGNATEDWESTERN KENOSHA COUNTY PRESCRIPTION VOUCHER PROGRAM AND ELCA OUTREACH CENTER SUMMER CAMP KENOSHA ACHIEVEMENT CENTER INC 1218 79TH ST KENOSHA WI 531436111 391399101 501(C)(3) 26699 DONOR DESIGNATEDHANEN PROGRAM KENOSHA AREA FAMILY AND AGING SERVICES INC 7730 SHERIDAN RD KENOSHA WI 531431518 391132382 501(C)(3) 20449 DONOR DESIGNATEDMEALS ON WHEELS KENOSHA HUMAN DEVELOPMENT SERVICES INC 5407 8TH AVE KENOSHA WI 531403715 391200678 501(C)(3) 69478 DONOR DESIGNATEDTRANSITIONAL HOUSING FOR HOMELESS YOUTH AND ADULTS AND JUVENILE CRISIS INTERVENTION KENOSHA COUNTY INTERFAITH HUMAN CONCERNS NETWORK INC 1713 62ND ST KENOSHA WI 531434469 391480124 501(C)(3) 34362 440 BOOK AMERICAN GIRL DOLLS DONOR DESIGNATEDEMERGENCY FAMILY SHELTER AND INTERFAITH NETWORK NIGHTLY SHELTER (INNS) KENOSHA LITERACY COUNCIL INC 2419 63RD ST KENOSHA WI 531434331 391601969 501(C)(3) 20200 DONOR DESIGNATEDLITERACY FOR LIFE ADULT LITERACY EDUCATION PROGRAM KENOSHA YOUNG MEN'S CHRISTIAN ASSOCIATION INC 7101 53RD ST KENOSHA WI 531447848 390826296 501(C)(3) 7985 440 BOOK AMERICAN GIRL DOLLS DONOR DESIGNATEDFRANK NEIGHBORHOOD PROJECT LUTHERAN SOCIAL SERVICES OF WISCONSIN AND UPPER MICHIGAN INC 647 W VIRGINA ST STE 300 MILWAUKEE WI 532041535 390816846 501(C)(3) 7000 STOP CHILD ABUSE AND NEGLECT (S.C.A.N.) SHARING CENTER INC 25700 WILMOT RD TREVOR WI 531799215 391502706 501(C)(3) 6747 DONOR DESIGNATEDNUTRITION PROGRAM UNITED WAY OF NORTHERN OZAUKEE COUNTY INC 1432 NORIDGE TRL PORT WASHINGTON WI 530741371 237084522 501(C)(3) 10000 DONOR DESIGNATED WOMEN AND CHILDREN'S HORIZONS INC 2525 63RD ST KENOSHA WI 531434333 391278299 501(C)(3) 58029 440 BOOK AMERICAN GIRL DOLLS DONOR DESIGNATEDCHILDREN'S SERVICES AND LEGAL ADVOCACY 16 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 UNITED WAY OF KENOSHA COUNTY. - THE ALIGNMENT OF PROGRAM OUTCOMES TO THE FOCUS AREA OUTCOMES AND OBJECTIVES AS THEY RELATE TO UNITED WAY OF KENOSHA COUNTY FOCUS AREA OUTCOMES AND OBJECTIVES. - THE SUCCESS OF THE PROGRAM IN ACHIEVING ITS OUTCOME(S) AND INDICATOR(S) RELATED TO UNITED WAY OF KENOSHA COUNTY 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 UNITED WAY OF KENOSHA COUNTY 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. UNITED WAY OF KENOSHA COUNTY 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 UNITED WAY FOR SIGNIFICANT CHANGES IN PROGRAM DIRECTION, LEVELS OF SERVICE AND CLIENT GROUPS FOR PROGRAMS RECEIVING UNITED WAY SUPPORT. FAILURE TO DO SO MAY RESULT IN IMMEDIATE LOSS OF FUNDING. PART II, LINE 1, COLUMN (H) COLUMN (H) DESCRIPTION: DONOR DESIGNATED PLEDGES - AN UNRESTRICTED GRANT MADE TO AN AGENCY AT THE DIRECTION OF THE DONOR(S) IN SUPPORT OF GENERAL OPERATING COSTS. PART II GRANTS AND OTHER ASSISTANCE TO GOVERNMENTS AND ORGANIZATIONS $5,000 OR LESS AND THEREFORE NOT REPORTED SEPARATELY IN SCHEDULE I, PART II WERE $47,218 CASH GRANTS AND $12,927 NON-CASH ASSISTANCE. FORM 990, PART VI, SECTION B, LINE 11 THE PREPARED FORM 990 IS REVIEWED BY THE FINANCE MANAGER, CHIEF EXECUTIVE OFFICER, FINANCE 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 EXECUTIVE COMMITTEE DETERMINE 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 UPON REQUEST. THEIR FINANCIAL STATEMENTS ARE AVAILABLE ON ITS WEBSITE AND UPON REQUEST. FORM 990 - SUPPLEMENTAL INFORMATION 2014 OVERHHEAD CALCULATION: ($112,324+$48,238)/$807,629= 19.9% OVERHEAD RATIO CALCULATION PART IX, LINE 25, COLUMN C (M&G EXPENSE)+ COLUMN D (FUNDRAISING EXPENSE)/ PART VIII, LINE 12, COLUMN A (TOTAL REVENUE) NOTE: OVERHEAD CALCULATION WAS TAKEN FROM "IMPLEMENTATION STANDARDS FOR MEMBERSHIP REQUIREMENT A-TAX EXEMPT STATUS & IRS FORM 990 REPORTING REQUIREMENTS" DATED SEPTEMBER 2008, REVISED MAY 2011 AND ISSUED BY UNITED WAY WORLDWIDE