2014-12-19T15:53:04-06:00 2014-06-30 410746749 CLIFTONLARSONALLEN LLP 222 MAIN ST SUITE 104 RACINE WI 53403 990 2013-07-01 390806285 UNITED WAY OF KENOSHA COUNTY INC UNIT 2626584104 5500 - 6TH AVE SUITE 210 KENOSHA WI 53140 TRACY NIELSEN CHIEF EXECUTIVE OFFICER 2626584104 2014-12-10 1 KIMBERLY ANDERSON CPA P00188889 2626379351 2014-12-10 2013 2015-11-30 17:44:51Z TRACY NIELSEN 5500 - 6TH AVENUE STE 210 KENOSHA WI 53140 735340 0 X WWW.KENOSHAUNITEDWAY.ORG X 1959 WI THE MISSION OF UNITED WAY OF KENOSHA COUNTY (UWKC) IS TO MOBILIZE THE CARING POWER OF OUR COMMUNITY AND RESOURCES TO ADDRESS PRIORITY NEEDS IN KENOSHA COUNTY BY MAKING LASTING IMPROVEMENTS ON HUMAN CARE ISSUES. 23 23 9 918 0 0 774156 721306 0 0 1796 2244 6475 11790 782427 735340 460140 470709 0 0 298848 231309 0 0 37013 114542 107789 873530 809807 -91103 -74467 1063343 989831 52245 53200 1011098 936631 X THE MISSION OF UNITED WAY OF KENOSHA COUNTY (UWKC) IS TO MOBILIZE THE CARING POWER OF OUR COMMUNITY AND RESOURCES TO ADDRESS PRIORITY NEEDS IN KENOSHA COUNTY BY MAKING LASTING IMPROVEMENTS ON HUMAN CARE ISSUES. 0 0 508774 396890 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 2012-2013 PROGRAM YEAR, YAR FUNDED 12 GRANTS, DISTRIBUTED $4,600 AND HAD 311 YOUTH PARTICIPANTS. SINCE THE PROGRAM'S BEGINNING IN 2005, YAR HAS FUNDED 98 GRANTS, DISTRIBUTED $35,520 AND ENGAGED MORE THAN 3,570 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 2014, THE SIXTH YEAR OF THE PROGRAM, 230 LOCAL COMMUNITY LEADERS VOLUNTEERED THEIR TIME TO READ AT 28 ELEMENTARY SCHOOLS, REPRESENTING 4 SCHOOL DISTRICTS, IN 250 CLASSROOMS ACROSS KENOSHA COUNTY, IMPACTING 7,500 CHILDREN. ADDITIONALLY, THROUGH A VOLUNTEER-LED REVIEW PROCESS, UNITED WAY OF KENOSHA COUNTY INVESTS IN PROGRAMS SUCH AS:- ELCA OUTREACH CENTER'S SUMMER CAMP- KENOSHA YMCA'S FRANK NEIGHBORHOOD PROJECT- KENOSHA ACHIEVEMENT CENTER'S HANEN PROGRAM- BOYS AND GIRLS CLUB'S YOUTH EMPOWERMENT PROGRAM- WOMEN AND CHILDREN'S HORIZONS' CHILDREN'S SERVICES- SHALOM CENTER'S EMERGENCY FAMILY SHELTERINCOME 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 $51,000) 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 2014 (THE 2013 TAX SEASON) THE KENOSHA COUNTY VITA PROGRAM ENGAGED 89 INDIVIDUALS AS TAX PREPARERS, HELPED FILE 2,388 TAX RETURNS, AND HELPED RESIDENTS OBTAIN $1.745 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 PARTNERS HOSTED THEIR EVENTS APRIL 5 - 12, 2014.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. 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 SAVES UP TO 75%, IT'S REAL HELP, RIGHT NOW. 62857 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. THIS PAST YEAR 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 50 LOCAL AGENCIES/ORGANIZATIONS HAVE REGISTERED TO POST VOLUNTEER OPPORTUNITIES, AND OVER 800 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 21, 2013, 200 VOLUNTEERS WORKED AT 25 DIFFERENT PROJECT SITES.DAY OF ACTIONON JUNE 21, THE LONGEST DAY OF THE YEAR, UNITED WAY OF KENOSHA COUNTY WORKED TO PROVIDE PEOPLE IN THE COMMUNITY WITH THE BARE NECESSITIES SOCKS, UNDERWEAR, PAJAMAS, UNDERSHIRTS, ETC. THERE WERE 5 COLLECTION SITES, 2,500 ITEMS WERE COLLECTED AND THEN DISTRIBUTED TO 5 KENOSHA COUNTY AGENCIES. THESE ITEMS WERE IDENTIFIED BY LOCAL SERVICE AGENCIES AS ONE OF THE GREATEST NEEDS AND MOST UNDER-DONATED. IN AN EFFORT TO PROMOTE COMMUNITY INVOLVEMENT AND TEAM BUILDING AND COLLABORATION, UNITED WAY PARTNERED WITH THE KENOSHA ART ASSOCIATION, DOWNTOWN KENOSHA TO BRING TOGETHER 40 VOLUNTEERS OF ALL AGES ON SATURDAY, JUNE 21ST TO HELP BEAUTIFY FRIENDSHIP PARK IN DOWNTOWN KENOSHA. VOLUNTEERS REMOVED TRASH, PULLED WEEDS, PAINTED, CLEANED AND BROUGHT AWARENESS TO AN UNDERUSED AREA IN THE CITY. 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. 73819 73819 WE PROCESSED $73,819 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. 73819 73819 645450 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 5 0 1 9 1 0 0 0 0 0 0 0 0 0 0 0 0 X 23 23 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 WI X X X TRACY NIELSEN CEO 2626584104 5500 - 6TH AVENUE STE 210 KENOSHA WI 53140 BILL ROBERTS PRESIDENT ELECT THRU 3/14 1.00 X X 0 0 0 JENNIFER DOOLEY PRESIDENT/PAST PRESIDENT 3/14 ON 1.00 X X 0 0 0 LAURIE STAVES TREASURER THRU 3/14 1.00 X X 0 0 0 THOMAS KELLEY SECRETARY/PRESIDENT 3/14 ON 1.00 X X 0 0 0 TIM PEOPLES DIRECTOR/SECRETARY 3/14 ON 1.00 X X 0 0 0 DANNY CARLSON DIRECTOR/TREASURER 3/14 ON 1.00 X X 0 0 0 DR MICHELE HANCOCK DIRECTOR 1.00 X 0 0 0 MILES HARTLEY DIRECTOR 1.00 X 0 0 0 VINCE INCANDELA DIRECTOR 1.00 X 0 0 0 LAWRENCE KIRBY II DIRECTOR 1.00 X 0 0 0 ANNE KNAPP DIRECTOR 1.00 X 0 0 0 PAUL MODICA DIRECTOR 1.00 X 0 0 0 CHRIS OLSON DIRECTOR 1.00 X 0 0 0 CRAIG PHILLIPS DIRECTOR 1.00 X 0 0 0 JANE SCHAEFER DIRECTOR 1.00 X 0 0 0 TERRY SIMMONS DIRECTOR 1.00 X 0 0 0 DR GREGORY WOODWARD DIRECTOR 1.00 X 0 0 0 BILL AUBUCHON DIRECTOR 1.00 X 0 0 0 CYNTHIA JOHNSON DIRECTOR 1.00 X 0 0 0 THOMAS MOORE DIRECTOR 1.00 X 0 0 0 RICHARD RODENBECK DIRECTOR 1.00 X 0 0 0 TINA SCHMITZ DIRECTOR 1.00 X 0 0 0 DR JOHN THIBODEAU DIRECTOR 1.00 X 0 0 0 TRACY NIELSEN CHIEF EXECUTIVE OFFICER 50.00 X 69834 0 12616 SHERRY WESTHOFF FINANCE MANAGER 38.00 X 37680 0 2478 107514 0 15094 0 0 0 0 0 4703 20375 696228 20240 721306 2244 2244 COST RECOVERY FEES 900099 11790 11790 11790 735340 11790 0 2244 470709 470709 112137 53685 45856 12596 67751 40456 21413 5882 4843 2319 1980 544 33166 15878 13563 3725 13412 7028 5008 1376 27277 10720 16293 264 1112 1112 2166 1789 302 75 12463 7310 1888 3265 30000 16433 10502 3065 1744 1098 348 298 1060 976 5 79 5567 3049 1949 569 8256 4522 2891 843 2354 1290 824 240 EQUIPMENT RENTAL AND MA 4974 2755 1480 739 TELEPHONE 3702 2166 1189 347 PRINTING AND PROMOTIONA 2692 2692 POSTAGE 1588 369 1030 189 2834 1786 823 225 809807 645450 127344 37013 100 100 795948 728179 235583 238812 7760 7039 55725 40326 23655 15399 297 302 1063343 989831 50302 50257 1943 2943 52245 53200 X 302265 269472 708833 667159 1011098 936631 1063343 989831 -74467 0 X X 0 1 X 1 0 X 1017477 955375 765731 774156 721306 4234045 1017477 955375 765731 774156 721306 4234045 497511 3736534 19847 14176 7378 3315 2244 46960 12629 19461 8479 6475 11790 58834 4339839 0.86100 0.86830 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5512 2756 2756 41893 31250 10643 8320 6320 2000 15399 X 680462 18941 18941 661521 73819 73819 735340 754929 18941 18941 735988 73819 73819 809807 PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES AS PROVIDED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION, HAVING QUALIFIED FOR EXEMPTION UNDER PROVISIONS OF THE INTERNAL REVENUE CODE, IS ALSO EXEMPT FROM STATE INCOME TAXES. THE FEDERAL TAX RETURNS OF THE ORGANIZATION FOR 2011, 2012, AND 2013 ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED. PART XI, LINE 4B - OTHER ADJUSTMENTS: DESIGNATED PLEDGES 73,819. PART XII, LINE 4B - OTHER ADJUSTMENTS: DESIGNATED PLEDGES 73,819. 1 AIDS RESOURCE CENTER OF WI 820 N PLANKINTON AVENUE MILWAUKEE WI 53203 391534049 501(C)(3) 10520 DONOR DESIGNATED (1) HIV HEALTH CARE SERVICES BOYS & GIRLS CLUB OF KENOSHA INC 1715 52ND STREET KENOSHA WI 53140 391732935 501(C)(3) 35535 DONOR DESIGNATED (1) YOUTH EMPOWERMENT CATHOLIC CHARITIES OF THE ARCHDIOCESE OF MILWAUKEE 3501 SOUTH LAKE DRIVE MILWAUKEE WI 53207 390806321 501(C)(3) 9083 DONOR DESIGNATED (1) BEHAVIORAL HEALTH AND COUNSELING SERVICES CHILDREN'S SERVICE SOCIETY OF WISCONSIN 708 57TH STREET SUITE 200 KENOSHA WI 53140 390806380 501(C)(3) 24235 770 BOOK AMERICAN GIRL DOLLS DONOR DESIGNATED (1) CHILD AND FAMILY COUNSELING ELCA URBAN OUTREACH CENTER 2006 60TH STREET KENOSHA WI 53140 020638260 501(C)(3) 23388 770 BOOK AMERICAN GIRL DOLLS SEE PART IV SUPPLEMENTAL INFORMATION KENOSHA ACHIEVEMENT CENTER INC 1218 79TH STREET KENOSHA WI 53143 391399101 501(C)(3) 39610 DONOR DESIGNATED (1) HANEN KENOSHA AREA FAMILY & AGING SERVICES INC 7730 SHERIDAN ROAD KENOSHA WI 53143 391132382 501(C)(3) 20849 DONOR DESIGNATED (1) MEALS ON WHEELS KENOSHA HUMAN DEVELOPMENT SERVICES 5407 8TH AVENUE KENOSHA WI 53140 391200678 501(C)(3) 69674 SEE PART IV SUPPLEMENTAL INFORMATION KENOSHA LITERACY COUNCIL 2419 63RD STREET KENOSHA WI 53143 391601969 501(C)(3) 20918 DONOR DESIGNATED (1) LITERACY FOR LIFE ADULT EDUCATION PROGRAM KENOSHA YMCA 7101 53RD STREET KENOSHA WI 53144 390826296 501(C)(3) 12555 770 BOOK AMERICAN GIRL DOLLS DONOR DESIGNATED (1) FRANK NEIGHBORHOOD PROJECT SHARING CENTER INC PO BOX 172 TREVOR WI 53179 391502706 501(C)(3) 5872 DONOR DESIGNATED (1) NUTRITION PROGRAM WOMEN AND CHILDREN'S HORIZONS INC 2525 63RD STREET KENOSHA WI 53143 391278299 501(C)(3) 58878 770 BOOK AMERICAN GIRL DOLLS DONOR DESIGNATED (1) LEGAL ADVOCACY AND CHILDREN'S SERVICES KENOSHA COUNTY INTERFAITH HUMAN CONCERNS NETWORK 1713 62ND STREET KENOSHA WI 53143 391480124 501(C)(3) 71073 770 BOOK AMERICAN GIRL DOLLS DONOR DESIGNATED (1) EMERGENCY FAMILY SHELTER AND INTERFAITH NETWORK NIGHTLY SHELTER (INNS) UNITED WAY OF LAKE COUNTY 330 SOUTH GREENLEAF STREET GURNEE IL 60031 362167949 501(C)(3) 5140 DONOR DESIGNATED (1) UNITED WAY OF NORTHERN OZAUKEE COUNTY PO BOX 39 PORT WASHINGTON WI 53074 237084522 501(C)(3) 10000 DONOR DESIGNATED (1) 15 0 PART I, LINE 2: PROGRAM FUNDING: 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 (1) - AN UNRESTRICTED GRANT MADE TO AN AGENCY AT THE DIRECTION OF THE DONOR(S) IN SUPPORT OF ITS GENERAL OPERTING COSTS. NAME OF ORGANIZATION OR GOVERNMENT: ELCA URBAN OUTREACH CENTER COLUMN (H) PURPOSE OF GRANT OR ASSISTANCE: DONOR DESIGNATED (1) SUMMER CAMP AND WESTERN KENOSHA COUNTY PRESCRIPTION VOUCHER PROGRAM NAME OF ORGANIZATION OR GOVERNMENT: KENOSHA HUMAN DEVELOPMENT SERVICES COLUMN (H) PURPOSE OF GRANT OR ASSISTANCE: DONOR DESIGNATED (1) JUVENILE CRISIS INTERVENTION AND TRANSISTIONAL HOUSING FOR HOMELESS YOUTH AND ADULTS GRANTS AND OTHER ASSISTANCE TO GOVERNMENTS AND ORGANIZATIONS $5,000 OR LESS AND THEREFORE NOT REPORTED SEPARATELY IN SCHEDULE I, PART II WERE $33,139 CASH GRANTS AND $16,390 NON-CASH ASSISTANCE. X TOYS 184 20240 COST DONATED PROPERT 0 0 0 0 PART I, COLUMN (B): NUMBER OF CONTRIBUTORS FOR "TOYS" IS BASED ON THE NUMBER OF ITEMS DONATED. FORM 990, PART III, LINE 4A, DESCRIPTION OF PROGRAM SERVICE CONTINUED: IN 2013, 11,700 FAMILYWIZE CLAIMS WERE MADE IN KENOSHA COUNTY, SAVING RESIDENTS $203,725 IN PRESCRIPTION COSTS. HEALTH RESOURCES UNITED WAY OF KENOSHA COUNTY WORKS IN PARTNERSHIP WITH THE KENOSHA COUNTY DIVISION OF HEALTH TO SHARE THE RESOURCES AVAILABLE IN OUR COMMUNITY: NURSING SERVICES, CLINIC INFORMATION, FLU INFORMATION, MENTAL HEALTH RESOURCES, ENVIRONMENTAL HEALTH SERVICES, SUICIDE PREVENTION, COUNSELING SERVICES AND AFFORDABLE CARE ACT INFORMATION IN KENOSHA COUNTY AND FAMILY AND CHILD HEALTH PROGRAMS (PRENATAL CARE COORDINATION, SAFE SLEEP, WIC, CAR SEAT SAFETY). KENOSHA COMMUNITY FOOD SECURITY AS A COLLABORATIVE EFFORT BETWEEN UNITED WAY OF KENOSHA COUNTY, UNIVERSITY OF WISCONSIN-EXTENSION AND THE RACINE/KENOSHA COMMUNITY ACTION AGENCY, THE COMMUNITY FOOD SECURITY SNAP-SHOT WAS UNVEILED AT AN EVENT ATTENDED BY OVER 50 REPRESENTATIVES FROM LOCAL ORGANIZATIONS, AGENCIES AND BUSINESSES WITH INTEREST IN FOOD SECURITY. AS A FOLLOW-UP TO THIS EVENT, THE KENOSHA COMMUNITY FOOD SECURITY GROUP HOSTED A VIEWING OF THE DOCUMENTARY, A PLACE AT THE TABLE, WHICH HIGHLIGHTS THE STRUGGLES OF MANY AMERICANS TO FIND HEALTHY, AFFORDABLE FOOD. EXPERTS FROM UNITED HOSPITAL, THE KENOSHA COMMUNITY HEALTH CENTER AND THE RACINE KENOSHA COMMUNITY ACTION AGENCY LED A PANEL AND COMMUNITY CONVERSATION WITH MORE THAN 30 KENOSHA RESIDENTS ON THE ISSUES FACING KENOSHA COUNTY AND THE EFFORTS NEEDED TO ADDRESS THEM. ADDITIONALLY, THROUGH A VOLUNTEER-LED REVIEW PROCESS, UNITED WAY OF KENOSHA COUNTY INVESTS IN PROGRAMS SUCH AS: - SHALOM CENTER'S EMERGENCY FAMILY SHELTER - SHALOM CENTER'S INTERFAITH NETWORK NIGHTLY SHELTER (INNS PROGRAM) - AIDS RESOURCE CENTER OF WISCONSIN'S HIV HEALTH CARE SERVICES - ELCA OUTREACH CENTER'S WESTERN KENOSHA COUNTY PRESCRIPTION ASSISTANCE PROGRAM - CATHOLIC CHARITIES' BEHAVIORAL HEALTH AND COUNSELING PROGRAM - WOMEN AND CHILDREN'S HORIZONS' LEGAL ADVOCACY - WOMEN AND CHILDREN'S HORIZONS' CHILDREN'S SERVICES - KENOSHA AREA FAMILY & AGING SERVICES' MEALS ON WHEELS PROGRAM - KENOSHA ACHIEVEMENT CENTER'S HANEN PROGRAM - KENOSHA HUMAN DEVELOPMENT SERVICES' JUVENILE CRISIS INTERVENTION PROGRAM - CHILDREN'S SERVICE SOCIETY OF WISCONSIN'S CHILD AND FAMILY COUNSELING PROGRAM - HOPE COUNCIL ON ALCOHOL AND OTHER DRUG ABUSE'S TOO GOOD FOR DRUGS PROGRAM FORM 990, PART VI, SECTION B, LINE 11 FORM 990 IS REVIEWED BY THE FINANCE MANAGER, CEO, FINANCE COMMITTEE AND BOARD OF DIRECTORS PRIOR TO FILING IT WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ALL STAFF AND BOARD OF DIRECTORS REVIEW AND SIGN THE CODE OF ETHICS UPON THEIR START WITH UNITED WAY OF KENOSHA COUNTY. THE BOARD OF DIRECTORS ARE REQUIRED TO RESIGN THE POLICY ONCE A YEAR. FORM 990, PART VI, SECTION B, LINE 15A MEMBERS OF THE EXECUTIVE COMMITTEE PERFORM AN ANNUAL REVIEW OF THE CEO'S COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE UPON REQUEST AND FINANCIAL STATEMENTS ARE ALSO AVAILABLE ON WEBSITE FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR. 2013 OVERHHEAD CALCULATION: ($127,344+$37,013)/$735,340=22.35% 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