2014-08-13T14:39:00-07:00 2013-12-31 990 2013-01-01 390935496 UNITED WAY OF MARATHON COUNTY INC UNIT 7158482927 705 S 24th Ave Ste 400B Wausau WI 54401 Joanne Kelly Executive Director 7158482927 2014-08-13 2013 2015-11-30 17:44:51Z X Joanne I Kelly 705 S 24th Ave Ste 400 B Wausau WI 54401 3465967 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. 29 29 26 3875 0 0 3255319 3353588 0 0 51886 50887 52817 61492 3360022 3465967 1791606 1818300 0 0 823333 907761 0 0 249224 441034 585634 3055973 3311695 304049 154272 4445093 4729713 1910315 1974635 2534778 2755078 United Way of Marathon County, a locally directed organization, works collaboratively to assess community needs, coordinate community resources, and strategically invest in human service programs that improve the quality of life throughout Marathon county. 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. 423354 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. 423354 0 0 2785640 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 12 0 1 26 1 0 0 0 0 0 0 X 29 29 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 Sara Kay Clark Board Member 1 0 X 0 0 0 Denis Crevier Board Member 1 0 X 0 0 0 Julianne Fondell Board Member 1 0 X 0 0 0 Deb Hager Board Member 1 0 X 0 0 0 Robin Hegg Board Member 1 0 X 0 0 0 Vicki Jeppesen Board Member 1 0 X 0 0 0 Sherri Lemmer Board Member 1 0 X 0 0 0 Laura Martens Agency Representative 1 0 X 0 0 0 Sue Matis Board Member 1 0 X 0 0 0 Duane Meyer 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 Harold Ruelle Board Member 1 0 X 0 0 0 Dr Ellen Schumann 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 Tom Vandehey Board Member 1 0 X 0 0 0 Scott Ziemer Board Member 1 0 X 0 0 0 Gary Bezucha President Elect 1 0 X X 0 0 0 Bob Brooks Vice President Investment 1 0 X X 0 0 0 Dennis DeLoye Vice President Finance 1 0 X X 0 0 0 Kathy Drengler President 1 0 X X 0 0 0 Keith Fierek Campaign Chair 1 0 X X 0 0 0 Ray Kacvinsky At Large Community Officer 1 0 X X 0 0 0 Roger King Past President 1 0 X X 0 0 0 Mary Ellen Marnholtz Vice President Marketing 1 0 X X 0 0 0 James McIntyre Associate Campaign Chair 1 0 X X 0 0 0 Joanne Kelly Executive Director 40 0 X 95722 0 4589 Donna Stroik Finance Director 40 0 X 51300 0 7744 147022 0 12333 0 0 0 0 0 0 0 23393 0 62221 3267974 57606 3353588 0 0 0 0 0 45711 0 0 45711 0 0 0 0 0 0 0 0 0 0 4063 1113 0 0 4063 1113 5176 0 0 5176 0 23393 0 0 0 0 Portage/Northwoods Counties - 211 services 900099 56860 0 0 56860 Service fees 900099 4632 0 0 4632 0 0 0 0 61492 3465967 0 0 112379 1818300 1818300 182836 64941 46699 71196 620311 431707 109977 78627 46259 28073 11692 6494 58355 36851 11151 10353 49048 25807 12052 11189 8393 0 8393 6365 6001 189 175 126063 118600 3870 3593 38253 31920 3284 3049 59894 31698 14621 13575 15186 15153 17 16 3937 3937 0 0 31028 12886 9408 8734 20601 8556 6246 5799 10150 6087 2107 1956 Campaign Expenses 75918 31704 22927 21287 Postage and Shipping 9022 6122 1504 1396 Maintenance 36924 17341 10155 9428 Information & Education 79789 75857 2039 1893 15063 14099 500 464 3311695 2785640 276831 249224 796611 404550 905722 1013043 1950282 2305552 24586 1500 0 0 0 0 735307 790403 15337 16232 308984 110893 16724 198091 0 0 0 0 524 342 4445093 4729713 51076 78808 1859239 1895827 0 0 0 0 0 0 0 0 1910315 1974635 X 556168 691537 1978610 2063541 0 0 2534778 2755078 4445093 4729713 154272 66028 0 0 0 0 X X 0 1 X 1 0 X 2734687 2862422 2823771 3255319 3353588 15029787 0 0 0 0 0 0 0 0 0 0 0 0 2734687 2862422 2823771 3255319 3353588 15029787 5654572 9375215 35032 36295 37084 36546 45711 190668 0 0 0 0 0 0 0 0 0 0 0 0 15220455 61492 0.61596 0.69526 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 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 551066 560 170976 0 37400 6801 678401 1 0 0 1 0 0 0 0 0 0 0 0 0 36680 1339 35341 0 272304 109554 162750 0 0 0 0 198091 0 0 X 3523602 66028 0 0 0 66028 3457574 8393 0 8393 3465967 3303302 0 0 0 0 0 3303302 8393 0 8393 3311695 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 In order to account for any uncertain tax positions, ASC Topic 740-10, Accounting for Uncertainty in Income Taxes, requires an organization to 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 15253 11037 4216 0 2222 655 1000 0 339 5K Run 8140 5854 2286 0 303 180 300 1000 503 0 23393 16891 6502 0 2525 835 1300 1000 842 6502 0 1 American Red Cross 3057 Michigan Ave Stevens Point WI 54481 390808444 501 ( c ) (3) 12556 0 1.Basic Needs Assistance for Victims of Disaster Big Brothers Big Sisters 2600 Stewart Ave Suite 262 Wausau WI 54401 391258616 501 ( c ) (3) 84600 0 Community and School Based mentoring Girl Scouts of the North Western Great Lakes 3511 Camp Phillips Rd Schofield WI 54476 391016314 501 ( c ) (3) 37600 0 1. Shine 2. Troop Pathways Boys and Girls Club PO Box 2386 Wausau WI 544022386 391850386 501 ( c ) (3) 68500 0 1. Project Learn, Lead, Succeed Catholic Charities 1105 S 10th Ave Wausau WI 54401 391896823 501 ( c ) (3) 98500 0 1.Financial Literacy and Financial Stability Services 2. Project Step Up Child Care Connection 407 W Main S Merrill WI 54452 391758683 501 ( c ) (3) 45900 0 Information and Referral Childrens Service Society of Wisconsin 705 S 24th Ave Suite 402 Wausau WI 54401 390806380 501 ( c ) (3) 235999 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 Epilepsy Foundation EFCNW 1004 First St Suite 5 Stevens Point WI 54481 391383657 501 ( c ) (3) 7650 0 Health Education nad Independent Living Faith in Action 630Adams ST Wausau WI 54403 203244315 501 ( c ) (3) 18700 0 Connecting Volunteers to Elderly and Disabled Neighbors Family Counseling Services 903 N 2nd St Wausau WI 54403 390806304 501 ( c ) (3) 159600 0 1. Mental Health Counseling - Sliding Fee Scale 2. Alcohol & Other Drug Abuse Counseling - Sliding Fee Scale 3. CHOICES Youth AODA Sliding Scale Fee Junior Achievement 2904 Rib Mountain Dr Wausau WI 54401 390826295 501 ( c ) (3) 10000 0 High School Financial Literacy Program Lutheran Social Service 516 Mc Clellan St Wausau WI 54403 390816846 501 ( c ) (3) 32000 0 1 Outpatient mental health counseling - sliding scale fee Mobile Meals 609 Scott S Suite G Wausau WI 54401 391238060 501 ( c ) (3) 31500 0 Volunteer Meal Delivery The Neighbors Place 745 Scott St Wausau WI 54403 391940241 501 ( c ) (3) 18500 0 Youth Development North Central Community Action Program 911 Jackson S Suite 104 Wausau WI 54403 391080179 501 ( c ) (3) 280001 0 1. Storefron Leanring Center 2. Emergency Housing Assistance Fund (EHAF) 3. Emergency Food Assistance Fund (EFAF) Salvation Army 202 Callon St Wausau WI 54401 392167910 501 ( c ) (3) 73500 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 Peaceful Solutions Counseling 1720 Merrill Ave Wausau WI 54401 208223946 501 ( c ) (3) 66500 0 1. SAFE - Domestic Violence Abusers' Group 2. Mentoring AfterCare Program 3. Childhood Trauma Mental Health Services Volunteer Connection 705 S 24th Ave Suite 400 B Wausau WI 54401 390935496 501 ( c ) (3) 41694 0 Connect Volunteers and organizations with opportunities to serve throughout Marathon County Womens Community 2801 N 7th S Suite 300 Wausau WI 54403 391290452 501 ( c ) (3) 154000 0 1.Services to Victims of Domestic Abuse Program 2. Transtional living 3. Sexual Assault Victim Services Wausau Area Hmong Mutual Association 1109 N 6th St Wausau WI 54403 391459824 501 ( c ) (3) 60000 0 1. Empower Youth Toward Educational Success 2. Wausau Fresh Start Wausau Child Care 505 N 28th Ave Wausau WI 54403 391178554 501 ( c ) (3) 112000 0 Child Care Sliding Fee Support YWCA 613 5th St Wausau WI 54403 390816866 501 ( c ) (3) 100000 0 1. Child Development Center sliding Fee Wisconsin Judicare Inc PO Box 6100 Wausau WI 544026100 391170880 501 ( c ) (3) 10000 0 Domestic Violence Intervention 25 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 4 32814 value at time of transfer X Furniture 1 17792 bill of sale 0 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 members 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. Form 990, Part XII, Line 2c We added a finance committee in 2014 to further review the financial operations and advise the Finance Director. The Finance Committee reports to the Board of Directors. An extension was filed and the extension was granted.