2015-08-10T10:53:51-07:00 2014-12-31 990 2014-01-01 390935496 UNITED WAY OF MARATHON COUNTY INC UNIT 7158482927 705 S 24th Ave Ste 400B Wausau WI 54401 Joanne Kelly Executive Director 7158482927 2015-08-10 2014 2016-02-25 16:41:14Z Joanne Kelly United Way 705 S 24th Ave Ste 400B Wausau WI 54401 3328259 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. 30 30 25 7935 0 0 3353588 3141200 0 0 50887 54721 61492 62102 3465967 3258023 1818300 1844235 0 0 907761 925173 0 0 289131 585634 655191 3311695 3424599 154272 -166576 4729713 4529163 1974635 1969913 2755078 2559250 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 2183077 1831610 0 United Way engages people in giving back to their community to advance the common good. By bringing together people with passion, expertise and resources, United Way achieves far greater results than any one group can alone. During the past several years, community members prioritized the most important issues facing our County and developed a Road Map for Change. Focused goals were set in the areas of education, income and health -- the building blocks for a good quality of life. United Way is advancing this agenda by working with community partners to set specific goals and action plans to create the desired change. Examples of the outcomes we want to achieve include making sure children succeed in school, reducing relationship violence, and improving financial stability. By focusing on issues and leveraging partnerships and resources, we can effectively and efficiently invest in actions that get results. 133529 0 0 United Way's 211 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. 211 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. 45680 0 0 The Marathon County Hunger Coalition was established in August 2008 as an initiative of United Way, in partnership with area businesses, government and non-profit organizations. The Hunger Coalition's goals are to: educate the public on the need for donating nutritious food to pantries throughout the year, support member pantries providing food to those in need, and optimize food acquisition, storage and distribution. 441819 0 0 Additional United Way affiliate programs are; Ready to Read, Women in Action, Bundles of Joy, Emerging Leaders, the LIFE project, RSVP, Early Years, Housing and Homeless Coalition and the Volunteer Connection. More information regarding these programs is available on our website, www.unitedwaymc.org. 441819 0 0 2804105 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 13 0 1 25 1 0 0 0 0 0 0 X 30 30 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 Leslie Brown Ex Officio 1 0 X 0 0 0 Denis Crevier Board Member 1 0 X 0 0 0 Janet Felch Board Member 1 0 X 0 0 0 Julianne Fondell Board Member 1 0 X 0 0 0 Robin Hegg Ex Officio 1 0 X 0 0 0 Matt Heywood 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 Sherri Lemmer Board Member 1 0 X 0 0 0 Sue Matis Board Member 1 0 X 0 0 0 Mark Munson Board Member 1 0 X 0 0 0 Mark Pisca Board Member 1 0 X 0 0 0 Joe Rohling Board Member 1 0 X 0 0 0 Harold Ruelle 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 Bryan Troyer Board Member 1 0 X 0 0 0 Jim Waldron Board Member 1 0 X 0 0 0 George Wittier Board Member 1 0 X 0 0 0 Scott Ziemer Board Member 1 0 X 0 0 0 Gary Bezucha President 1 0 X X 0 0 0 Patrick Bradley Vice President Community Impact 1 0 X X 0 0 0 Dennis DeLoye Vice President Finance 1 0 X X 0 0 0 Kathy Drengler Past President 1 0 X X 0 0 0 Keith Fierik President Elect 1 0 X X 0 0 0 Mary Ellen Marnholtz Vice President Marketing 1 0 X X 0 0 0 Laura Martens Agency Representative 1 0 X 0 0 0 James McIntyre Campaign Chair 1 0 X X 0 0 0 Duane Meyer At Large Community Officer 1 0 X X 0 0 0 Keith Montgomery Associate Campaign Chair 1 0 X X 0 0 0 Joanne Kelly Executive Director 40 0 X 91907 0 15401 Donna Stroik Finance Director 40 0 X 52462 0 7332 144369 0 22733 0 0 0 0 0 0 0 19552 0 69254 3052394 77236 3141200 0 0 0 0 0 42129 0 0 42129 0 0 0 0 0 0 0 0 0 0 82828 0 70236 0 12592 0 12592 0 0 12592 0 0 0 0 0 0 211 Portage / Northwoods Counties 900099 57672 0 0 57672 Service Fees 900099 4430 0 0 4430 0 0 0 0 62102 3258023 0 0 116823 1844235 1844235 167102 59331 52534 55237 0 0 0 0 631907 394632 125140 112135 66547 43116 16662 6769 59617 33466 13792 12359 17970 6495 6052 5423 8703 8703 12290 11877 218 195 98868 91224 4031 3613 11248 7676 1884 1688 120525 64765 29408 26352 13431 13184 130 117 2732 1905 436 391 31951 11547 10761 9643 34865 12600 11743 10522 9706 7751 1031 924 Campaign expenses 87628 39099 25594 22935 Contracted and Consulting 50191 30405 10435 9351 Maintenance 24811 14327 5529 4955 Information and Education 105786 101571 2223 1992 24486 14899 5057 4530 3424599 2804105 331363 289131 404550 550486 1013043 856598 2305552 2100039 1500 58547 0 0 0 0 790403 763689 16232 23612 321367 145759 198091 175608 342 584 4729713 4529163 78808 65401 1895827 1904512 0 0 1974635 1969913 X 691537 637793 2063541 1921457 0 0 2755078 2559250 4729713 4529163 -166576 -29252 0 0 0 0 X 0 1 X 1 0 X 2862422 2823771 3255319 3353588 3141200 15436300 0 0 0 0 0 0 0 0 0 0 0 0 2862422 2823771 3255319 3353588 3141200 15436300 2582751 12853549 36295 37084 36546 45711 42129 197765 0 0 0 0 0 0 0 0 0 0 62102 62102 15696167 57672 0.81890 0.61596 X Schedule A, Part II, Line 10 211 Portage and Northwoods Counties Services and a refund of other UW campaign service fees. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 790403 2045 17044 0 37100 8703 763689 735306 0 99290 0 35800 8393 790403 675949 1625 99598 0 33900 7966 735306 722968 16000 -20874 0 34100 8045 675949 678401 575 87429 0 35800 7637 722968 1 0 0 1 0 0 0 0 0 0 0 0 0 36680 3668 33012 0 284687 142091 142596 0 0 0 0 175608 0 0 X 3220068 -29252 0 0 0 -29252 3249320 8703 0 8703 3258023 3415896 0 0 0 0 0 3415896 8703 0 8703 3424599 Schedule D, Part V, Line 4 The purpose of the fund is to allow the 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 the United Way Board of Directors. Requests to spend the principal shall be requested by United Way Board of Directors for emergencies only. All expenditures are subject to the approval of the Wausau Area Community Foundation's Board of Directors. Schedule D, Part X, Line 2 The Organization is a nonprofit organization exempt from federal income tax under Section 501(c)(3) of the Internal Revenue Code. The Organization is also exempt for Wisconsin income tax purposes. The Organization will assess whether it is more likely than not that a tax position will be sustained upon examination of the technical merits of the position, assuming the taxing authority has full knowledge of all information. If the tax position does not meet the more-likely-than-not recognition threshold, the benefit of the tax position is not recognized in the financial statements. The Organization recorded no assets or liabilities for uncertain tax positions or unrecognized tax benefits. Federal tax returns for all open years remain subject to examination by the Internal Revenue Service. Power of the Purse 19552 0 19552 0 0 600 3198 0 2645 0 0 19552 0 19552 0 0 600 3198 0 2645 6443 13109 1 American Red Cross 3057 Michigan Ave Stevens Point WI 54481 390808444 501 ( c ) (3) 12500 0 1.Basic Needs Assistance for Victims of Disaster AOD Partnership PO Box 2145 Wausau WI 544022145 391699560 501 ( c ) (3) 20000 0 Youth Substance Abuse Big Brothers Big Sisters 2600 Stewart Ave Suite 262 Wausau WI 54401 391258616 501 ( c ) (3) 90000 0 Community and School Based mentoring Boys and Girls Club PO Box 2386 Wausau WI 544022386 391850386 501 ( c ) (3) 85000 0 1. Project Learn, Lead, Succeed Catholic Charities 1105 S 10th Ave Wausau WI 54401 391896823 501 ( c ) (3) 114000 0 1.Financial Literacy and Financial Stability Services 2. Project Step Up Childcaring 407 W Main S Merrill WI 54452 391758683 501 ( c ) (3) 313310 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) 194143 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) 24000 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) 44522 0 1. Shine 2. Troop Pathways Lutheran Social Service 516 Mc Clellan St Wausau WI 54403 390816846 501 ( c ) (3) 33000 0 1 Outpatient mental health counseling - sliding scale fee Marathon County Literacy Council 320 Oak St Wisconsin Rapids WI 54494 391684056 501 ( c ) (3) 10000 0 Adult Employment Literacy Skills North Central Community Action Program 911 Jackson S Suite 104 Wausau WI 54403 391080179 501 ( c ) (3) 250000 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) 211200 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) 74500 0 1. Shelter - nights of shelter 2. Lunch meals Samoset Council 3511 Camp Phillips Rd Schofield WI 54476 390813397 501 ( c ) (3) 40000 0 Scouting for at-risk youth Spencer Kids Group 305 S Haslow St Spencer WI 54479 391826608 501 ( c ) (3) 19000 0 Youth Center Programs The Neighbors Place 745 Scott St Wausau WI 54403 391940241 501 ( c ) (3) 18960 0 Youth Development Wausau Area Hmong Mutual Association 1109 N 6th St Wausau WI 54403 391459824 501 ( c ) (3) 52450 0 1. Empower Youth Toward Educational Success 2. Wausau Fresh Start Wausau Area Mobile Meals 609 Scott S Suite G Wausau WI 54401 391238060 501 ( c ) (3) 35000 0 Volunteer Meal Delivery WI Automotive And Truck Education PO Box 1542 Wausau WI 54402 391990500 501 ( c ) (3) 30000 0 Wheels to Work interest free auto loans to qualified individuals Wisconsin Judicare Inc PO Box 6100 Wausau WI 544026100 391170880 501 ( c ) (3) 10000 0 Domestic Violence Intervention Womens Community 2801 N 7th S Suite 300 Wausau WI 54403 391290452 501 ( c ) (3) 156500 0 1.Services to Victims of Domestic Abuse Program 2. Transtional living 3. Sexual Assault Victim Services 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 1 7000 Bill of sale X 11 70236 Value at time of transfer X 211 Reporting Software 1 750 Bill of Sale 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 sign 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, 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 available on www.guidestar.com. A 3 month extension, Form 8868, was filed and the extension was granted on May 11, 2015