2015-11-20T09:34:57-06:00 2015-06-30 410746749 CLIFTONLARSONALLEN LLP 3402 OAKWOOD MALL DRIVE STE 100 EAU CLAIRE WI 54701 990 2014-07-01 391077901 UNITED WAY OF THE GREATER CHIPPEWA VALLEY INC UNIT 7158345043 3603 N HASTINGS WAY SUITE 200 EAU CLAIRE WI 54703 JANICE PORATH EXECUTIVE DIRECTOR 7158345043 2015-11-18 1 CRAIG OLSEN P00047419 7158521100 2015-10-29 2014 2016-03-07 17:11:31Z JANICE PORATH 3603 N HASTINGS WAY SUITE 200 EAU CLAIRE WI 54703 2649875 0 X UWGCV.ORG X 1966 WI UNITED WAY PROVIDES ACTIVE LEADERSHIP IN BRINGING RESOURCES TOGETHER TO IMPROVE LIVES AND CREATE STRONGER COMMUNITIES. OUR FOCUS IS ON EDUCATION, INCOME AND HEALTH-THE BUILDING BLOCKS FOR A GOOD QUALITY OF LIFE. UNITED WAY RECRUITS PEOPLE AND ORGANIZATIONS WHO BRING THE PASSION, EXPERTISE AND RESOURCES NEEDED TO GET THINGS DONE. COMMUNITY ACTION PLANS ARE BEING PRODUCED FOR EACH FOCUS AREA. THE ACTION PLAN IS A BLUE-PRINT FOR COMMUNITY CHANGE. NEEDS IN THESE AREAS ARE BEING IDENTIFIED AND FUNDING DECISIONS ARE BEING MADE TO GET TO THE ROOT CAUSE OF THE ISSUES. THE ULTIMATE GOAL IS FOR SYSTEMIC, LONG-LASTING CHANGES FOR THE ENTIRE COMMUNITY. 16 16 8 1190 0 0 2129468 2020641 0 11512 51059 131536 11092 0 2191619 2163689 1475271 1644934 0 0 402755 342189 0 0 129766 205373 215346 2083399 2202469 108220 -38780 2872589 2840053 1557634 1672291 1314955 1167762 X UNITED WAY PROVIDES ACTIVE LEADERSHIP IN BRINGING RESOURCES TOGETHER TO IMPROVE LIVES AND CREATE STRONGER COMMUNITIES. OUR FOCUS IS ON EDUCATION, INCOME AND HEALTH-THE BUILDING BLOCKS FOR A GOOD QUALITY OF LIFE. UNITED WAY RECRUITS PEOPLE AND ORGANIZATIONS WHO BRING THE PASSION, EXPERTISE AND RESOURCES NEEDED TO GET THINGS DONE. COMMUNITY ACTION PLANS ARE BEING PRODUCED FOR EACH FOCUS AREA. THE ACTION PLAN IS A BLUE-PRINT FOR COMMUNITY CHANGE. 0 0 1881805 1644934 11512 WITH THE DEDICATION OF VOLUNTEERS AND EXPERTS IN THE FIELD, UWGCV IS CREATING COMMUNITY ACTION PLANS FOCUSING ON EDUCATION, FINANCIAL STABILITY AND HEALTH. THE ACTION PLANS WILL INDICATE COMMUNITY-WIDE OUTCOMES THAT WILL BE ADDRESSED AS PART OF OUR ONGOING WORK IN COMMUNITY MOBILIZATION. LOCAL AGENCIES THAT ALIGN WITH THE ACTION PLANS WILL HAVE THE OPPORTUNITY TO APPLY FOR FUNDING. COMMUNITY CHANGES WILL BE MEASURED AND REPORTED OUT THROUGH ANNUAL REPORTS. 1881805 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 8 1 0 0 0 0 0 1 1 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WI X JANICE PORATH 7158345043 3603 N HASTINGS WAY SUITE 200 EAU CLAIRE WI 54703 JOAN COFFMAN PAST BOARD CHAIR 2.00 X X 0 0 0 JIM VAUDREUIL BOARD CHAIR 2.00 X X 0 0 0 ROB GANSCHOW BOARD MEMBER 2.00 X 0 0 0 PETER FARROW BOARD MEMBER 2.00 X 0 0 0 CHUCK FRENETTE TREASURER 2.00 X X 0 0 0 DAVID GORDON BOARD MEMBER 2.00 X 0 0 0 REGGIE GEISSLER CAMPAIGN CHAIR 2.00 X X 0 0 0 VICKI HOEHN BOARD MEMBER 2.00 X 0 0 0 CATHY JOHNSON BOARD MEMBER 2.00 X 0 0 0 BOB FORSBERG BOARD MEMBER 2.00 X 0 0 0 PAMELA SPECKIEN BOARD MEMBER 2.00 X 0 0 0 DON RECK BOARD MEMBER 2.00 X 0 0 0 PEG LEINENKUGEL BOARD MEMBER 2.00 X 0 0 0 CLINT MARKIN BOARD MEMBER 2.00 X 0 0 0 DARRIN SENN BOARD MEMBER 2.00 X 0 0 0 LISA BRUHN CHAIR ELECT 2.00 X X 0 0 0 JANICE PORATH EXECUTIVE DIRECTOR/SECRETARY 50.00 X 70900 0 3750 70900 0 3750 0 0 0 0 0 41500 1979141 2850 2020641 ADMINISTRATIVE FEES 561000 11397 11397 PRODUCT SALES 900099 115 115 11512 19473 19473 598249 486186 112063 112063 112063 2163689 11512 0 131536 1644934 1644934 74650 35133 24539 14978 191001 89771 63030 38200 12295 5779 4057 2459 41460 19486 13682 8292 22783 10708 7518 4557 40835 40835 11565 7517 4048 8127 4532 2686 909 43516 20720 14263 8533 6243 3184 1561 1498 5118 2610 1280 1228 9948 7859 1691 398 3215 1993 386 836 CAMPAIGN PRIZES AND EVE 33595 33595 NATIONAL AND STATE DUES 24264 8250 8007 8007 EQUIPMENT MAINTENACE 18607 11350 1861 5396 COMMUNITY IMPACT 5916 5916 4397 2063 1454 880 2202469 1881805 190898 129766 149598 384104 1260804 961563 573148 543116 35400 43060 7564 9934 135054 104113 25817 30941 820258 867335 2872589 2840053 69943 73629 1487691 1598662 1557634 1672291 X 741807 552237 573148 615525 1314955 1167762 2872589 2840053 -38780 -108413 0 X 0 1 X 1 0 X 2315179 2165812 2167416 2129468 2020641 10798516 2315179 2165812 2167416 2129468 2020641 10798516 10798516 23916 62507 75365 51059 19473 232320 11030836 59703 0.97890 0.97380 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1564715 49010 -5536 35000 1573189 1361499 44533 188683 30000 1564715 1219232 35000 137267 30000 1361499 928954 350407 -20452 30000 9677 1219232 757257 36678 167674 24000 8655 928954 1.00000 0.00000 0.00000 0 1 1 2000 638 1362 133054 103475 29579 30941 X 2067826 -108413 12550 -95863 2163689 0 2163689 2215019 12550 12550 2202469 0 2202469 PART V, LINE 4: ENDOWMENT FUNDS ARE HELD BY UNITED WAY OF GREATER CHIPPEWA VALLEY ENDOWMENT CORPORATION (A RELATED ORGANIZATION). FUNDS ARE DISTRIBUTED TO THE UNITED WAY OF THE GREATER CHIPPEWA VALLEY TO OFFSET THEIR PROGRAMMING COSTS AND THUS INCREASING AGENCY DISTRIBUTIONS. FUNDS CAN ALSO BE DISTRIBUTED IN THE EVENT OF A NATURAL DISASTER. PART X, LINE 2: THE ORGANIZATION IS A NOT-FOR-PROFIT ORGANIZATION EXEMPT FROM PAYING CORPORATE FEDERAL INCOME TAX UNDER SECTION 501 (C)(3) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION IS ALSO EXEMPT FROM WISCONSIN FRANCHISE OR INCOME TAXES. THE ORGANIZATION HAS EVALUATED ITS TAX POSITIONS AND DETERMINED IT HAS NO UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2015. 1 BIG BROTHERS BIG SISTERS OF NORTHWESTERN WISCONSIN INC 424 GALLOWAY STREET EAU CLAIRE WI 54703 237311200 501(C)(3) 80000 YEARLY ALLOCATION EAU CLAIRE YOUNG MENS CHRISTIAN ASSOCIATION 700 GRAHAM AVE EAU CLAIRE WI 54701 390806351 501(C)(3) 65000 YEARLY ALLOCATION AMERICAN RED CROSS WESTERN WISCONSIN CHAPTER 3728 SPOONER AVE ALTOONA WI 54720 390837467 501(C)(3) 23500 YEARLY ALLOCATION BOLTON REFUGE HOUSE INC PO BOX 482 EAU CLAIRE WI 54702 391302222 501(C)(3) 118000 YEARLY ALLOCATION EAU CLAIRE INTERFAITH HOSPITALITY NETWORK INC 309 EAST LAKE STREET EAU CLAIRE WI 54701 391799434 501(C)(3) 50000 YEARLY ALLOCATION CHILDREN'S SERVICE SOCIETY OF WI 2004 HIGHLAND AVE SUITE N EAU CLAIRE WI 54701 391647415 501(C)(3) 56312 YEARLY ALLOCATION CATHOLIC CHARITIES OF DIOCESE OF LACROSSE INC PO BOX 266 LA CROSSE WI 54602 391896823 501(C)(3) 55000 YEARLY ALLOCATION LE PHILLIPS SENIOR CENTER 1616 BELLINGER STREET EAU CLAIRE WI 54701 391408723 501(C)(3) 22000 YEARLY ALLOCATION THE COMMUNITY TABLE INC PO BOX 1903 EAU CLAIRE WI 54702 391770259 501(C)(3) 24000 YEARLY ALLOCATION EAU CLAIRE AREA HMONG MUTUAL ASSISTANCE ASSOCIATION 423 WISCONSIN STREET EAU CLAIRE WI 54703 391429763 501(C)(3) 17900 YEARLY ALLOCATION FAMILYMEANS 1875 NORTHWESTERN AVENUE SOUTH STILLWATER MN 55082 416045574 501(C)(3) 18225 YEARLY ALLOCATION WESTERN DAIRYLAND ECONOMIC OPPORTUNITY COUNCIL INC PO BOX 125 INDEPENDENCE WI 54747 391076993 501(C)(3) 221705 YEARLY ALLOCATION FAMILY RESOURCE CENTER OF EAU CLAIRE COUNTY INC 2105 HEIGHTS DRIVE EAU CLAIRE WI 54701 391958904 501(C)(3) 98781 YEARLY ALLOCATION FAMILY SUPPORT CENTERRIVER SOURCE PO BOX 143 CHIPPEWA FALLS WI 54729 391403276 501(C)(3) 110681 YEARLY ALLOCATION CHIPPEWA VALLEY TECHNICAL COLLEGE FOUNDATION 620 W CLAIREMONT AVENUE EAU CLAIRE WI 54701 391233557 501(C)(3) 173337 YEARLY ALLOCATION THE OPEN DOOR CLINIC PO BOX 271 CHIPPEWA FALLS WI 54729 203673759 501(C)(3) 25400 YEARLY ALLOCATION CHIPPEWA COUNTY HOUSING AUTHORITY 711 N BRIDGE ST 14 CHIPPEWA FALLS WI 54729 391505633 501(C)(3) 30000 YEARLY ALLOCATION CHIPPEWA VALLEY FREE CLINIC 836 RICHARD DRIVE EAU CLAIRE WI 54701 391840231 501(C)(3) 45000 YEARLY ALLOCATION GREAT RIVERS 2-1-1 PO BOX 426 ONALASKA WI 54650 391606449 501(C)(3) 110000 YEARLY ALLOCATION EAU CLAIRE CITY COUNTY HEALTH DEPARTMENT 720 SECOND AVENUE EAU CLAIRE WI 54703 396005436 501(C)(3) 108954 YEARLY ALLOCATION THE WELLNESS SHACK 515 S BARSTOW ST SUITE 117 EAU CLAIRE WI 54701 352236684 501(C)(3) 42800 YEARLY ALLOCATION JUNIOR ACHIEVEMENT 11111 WEST LIBERTY DRIVE MILWAUKEE WI 53224 390826295 501(C)(3) 33367 YEARLY ALLOCATION MARSHFIELD CLINIC 1000 N OAK AVENUE MARSHFIELD WI 54449 390452970 16200 YEARLY ALLOCATION CHIPPEWA RIVER INDUSTRIES 1000 LAKE WISSOTA DRIVE CHIPPEWA FALLS WI 54729 263862131 501(C)(3) 8000 YEARLY ALLOCATION WEST CENTRAL WI COMMUNITY ACTION AGENCY INC 525 SECOND STREET GLENWOOD CITY WI 54013 391076125 501(C)(3) 38000 YEARLY ALLOCATION 24 1 PART I, LINE 2: THE COMMUNITY IMPACT COMMITTEE APPROVES GRANT ALLOCATIONS AND THE AGENCY MONITORS THE OUTCOMES PROVIDED BY THE GRANT RECIPIENTS. FORM 990, PART VI, SECTION B, LINE 11 A COPY OF THE 990 IS PROVIDED TO ALL BOARD MEMBERS FOR THEIR REVIEW PRIOR TO FILING. THE FINANCE AND AUDIT COMMITTEE ALSO REVIEW AND DISCUSS ANY QUESTIONS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C EMPLOYEES, BOARD MEMBERS, AND VOLUNTEERS FILL OUT A CONFLICT OF INTEREST STATEMENT ANNUALLY. THE STATEMENTS ARE KEPT ON FILE IN THE ACCOUNTING DEPARTMENT. POTENTIAL CONFLICTS OF INTEREST ARE REFERRED FOR REVIEW TO THE EXECUTIVE DIRECTOR AND THE BOARD OF DIRECTORS. IF CONFLICTS ARE IDENTIFIED WITH A BOARD MEMBER THEY WILL OBSTAIN FROM VOTING ON ANY BUSINESS WITH CONFLICTS. DISTRIBUTION AND COMPLETION OF CONFLICT OF INTEREST FORMS, ALONG WITH ANY CONFLICTS NOTED, ARE DOCUMENTED IN BOARD MINUTES. FORM 990, PART VI, SECTION B, LINE 15 STAFF AND EXECUTIVE DIRECTOR'S WAGES ARE REVIEWED ANNUALLY BY THE EXECUTIVE COMMITTEE AS PART OF THE BUDGET. EXECUTIVE COMMITTEE REVIEWS COMPARABLE DATA FROM ORGANIZATIONS OF SIMILAR SIZE AND PURPOSE AND LOCAL WAGE SURVEYS. APPROVAL OF BUDGET AND DISCUSSIONS ARE DOCUMENTED IN EXECUTIVE COMMITTEE AND BOARD OF DIRECTORS MINUTES. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. 990 IS AVAILABLE AT GUIDESTAR.ORG UNITED WAY OF THE GREATER CHIPPEWA VALLEY ENDOWMENT CORPORATION 3603 N HASTINGS WAY SUITE 200 EAU CLAIRE WI 54703 391674713 BENEFIT OPERATIONS OF UWGCV, DISASTER RELIEF, OR SIMILAR ORG. IN THE AREA WI 501(C)3 TYPE II UNITED WAY OF THE GREATER CHIPPEWA VALLEY INC 0 0 0 1 0 0 0 0 0 0 0 0 1 0 1 1 0 0 1 0