2014-05-14T08:52:12-05:00 2013-12-31 390912608 HAWKINS ASH CPAS LLP 101 WEST 29TH STREET SUITE 101 MARSHFIELD WI 544495250 990 2013-01-01 391035073 MARSHFIELD AREA UNITED WAY INC MARS 7153849992 PO BOX 771 MARSHFIELD WI 54449 PAULA JERO EXECUTIVE DIRECTOR 7153849992 2014-05-12 1 MATTHEW P ECKELBERG CPA P00583770 7153871131 2013 2015-11-30 17:44:51Z PAULA JERO PO BOX 771 MARSHFIELD WI 54449 811117 0 X WWW.MARSHFIELDAREAUNITEDWAY.ORG X 1946 WI MARSHFIELD AREA UNITED WAY'S (MAUW) MISSION IS TO INCREASE THE COMMUNITY'S CAPACITY TO CARE FOR ONE ANOTHER. MAUW SOLICITS AND DISTRIBUTES DONATIONS TO COMMUNITY HUMAN SERVICE ORGANIZATIONS WHO IN TURN PROVIDE NEEDED SERVICES IN OUR COMMUNITY. 18 18 4 803 0 0 914260 790315 3952 0 5889 5525 38720 15277 962821 811117 570303 582553 0 0 143106 146049 0 0 62302 122968 114651 836377 843253 126444 -32136 1513247 1461750 60428 33538 1452819 1428212 X MARSHFIELD AREA UNITED WAY'S (MAUW) MISSION IS TO INCREASE THE COMMUNITY'S CAPACITY TO CARE FOR ONE ANOTHER. MAUW SOLICITS AND DISTRIBUTES DONATIONS TO COMMUNITY HUMAN SERVICE ORGANIZATIONS WHO IN TURN PROVIDE NEEDED SERVICES IN OUR COMMUNITY. 0 0 615605 582553 COMMUNITY IMPACT - DISTRIBUTION OF FUNDING TO HUMAN SERVICES PROGRAMS THAT SERVED 16,413 INDIVIDUALS IN CENTRAL WISCONSIN. SERVICES ARE PROVIDED IN THREE MAJOR AREAS:EDUCATIONSCHOOL READINESS OBJECTIVE:IMPACT AT LEAST 6000 CHILDREN IN OUR SERVICE AREA THROUGH SUPPORT OF EARLY CHILDHOOD LITERACY, EARLY CHILDHOOD EDUCATION, AND OTHER SCHOOL READINESS INITIATIVES. SCHOOL SUCCESS OBJECTIVE:SUPPORT PROGRAMS THAT SUCCESSFULLY OBTAIN AND SUSTAIN STUDENT ACADEMIC SUCCESS FOR AT LEAST 1000 STUDENTS IN THE MARSHFIELD AREA UNITED WAY SERVICE AREA.PARENTAL SUPPORT AND SKILL ENHANCEMENT OBJECTIVE: INCREASE BOTH THE AVAILABILITY AND LEVEL OF PARENT PARTICIPATION IN PARENTAL SUPPORT AND SKILL ENHANCEMENT PROGRAMS BY 20%. INCREASE NUMBER OF MENTORS, TUTORS AND READERS OBJECTIVE: INCREASE BY 20%, BOTH THE NUMBER OF TUTORS, READERS AND MENTORS, AS WELL AS, THE CHILDREN AND YOUTH BENEFITTING FROM THE SERVICE PROVIDED.HEALTH SAFE HOME AND COMMUNITY OBJECTIVE: PROVIDE SERVICES AND SUPPORTS THAT KEEP A MINIMUM OF 500 INDIVIDUALS SAFE. ACCESS TO SUPPORTIVE HEALTH SERVICES OBJECTIVE: PROVIDE SERVICES AND SUPPORTS THAT MAINTAIN OR INCREASE HEALTH AND WELL-BEING FOR AT LEAST 100 INDIVIDUALS.INCOMEINCOME SUPPORTS OBJECTIVE: PROVIDE SERVICES, GOODS AND INCOME SUPPORTS THAT AUGMENT HOUSEHOLD BUDGETS FOR AT LEAST 3000 INDIVIDUALS IN THE MARSHFIELD AREA UNITED WAY SERVICE AREA. AFFORDABLE HOUSING OBJECTIVE: PROVIDE TRANSITIONAL SHELTER WITH SUPPORTIVE SERVICES TO AT LEAST 200 HOMELESS INDIVIDUALS.MANAGEABLE EXPENSES OBJECTIVE: ESTABLISH A FINANCIAL LITERACY PROGRAM CAPABLE OF PROVIDING QUALITY BUDGETING AND OTHER FINANCIAL LITERACY SERVICES TO A MINIMUM OF 100 INDIVIDUALS ITS FIRST YEAR OF OPERATION. 51047 VOLUNTEER CENTER - CONNECTS INDIVIDUALS WISHING TO VOLUNTEER WITH SOCIAL SERVICE PROGRAMS SEEKING VOLUNTEERS. ADDITIONALLY THE VOLUNTEER CENTER CONDUCTS A BACKPACK AND SCHOOL SUPPLY DRIVE THAT PROVIDED 1109 BACKPACKS FILLED WITH NECESSARY SUPPLIES AND RECRUITED AND LEAD 248 VOLUNTEERS IN RAKING FOR 49 SENIOR AND DISABLED HOMEOWNERS DURING MAKE A DIFFERENCE DAY. 27000 211 - PROVIDES INFORMATION AND REFERRALS 24 HOURS A DAY, 365 DAYS A YEAR TO CONNECT INDIVIDUALS WITH NEEDED SERVICES AND PROGRAMS. 19672 15277 19672 15277 713324 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 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 0 0 0 0 1 0 0 1 4 1 0 0 0 0 0 0 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WI X PAULA JERO 7153849992 PO BOX 771 MARSHFIELD WI 54449 FOLLEN DONNA PRESIDENT 2.00 X X 0 0 0 CLEVELAND JERRY VICE PRESIDENT 2.00 X X 0 0 0 ANDERSON PAT TREASURER 2.00 X X 0 0 0 BELONGIA LORI BOARD MEMBER 2.00 X 0 0 0 GEEGAN PEG BOARD MEMBER 2.00 X 0 0 0 BRILLIANT MURRAY BOARD MEMBER 2.00 X 0 0 0 BAUER DEBBIE BOARD MEMBER 2.00 X 0 0 0 ANDERSON LAYTON BOARD MEMBER 2.00 X 0 0 0 MEISSNER TAMMY BOARD MEMBER 2.00 X 0 0 0 YOUSO DEB BOARD MEMBER 2.00 X 0 0 0 TRIERWEILER PHIL BOARD MEMBER 2.00 X 0 0 0 MEIDL KATHY BOARD MEMBER 2.00 X 0 0 0 KEOGH ANDY BOARD MEMBER 2.00 X 0 0 0 DERFUS TERESA BOARD MEMBER 2.00 X 0 0 0 MAZZAJOE BOARD MEMBER 2.00 X 0 0 0 BARG STEVE BOARD MEMBER 2.00 X 0 0 0 HERR TIM BOARD MEMBER 2.00 X 0 0 0 MARTIN ANDY BOARD MEMBER 2.00 X 0 0 0 JERO PAULA EXECUTIVE DIRECTOR 45.00 X 63490 0 3174 63490 0 3174 0 0 0 0 0 790315 790315 5525 5525 OTHER INCOME 900099 15277 15277 15277 811117 15277 0 5525 582553 582553 63489 28570 17777 17142 54170 24376 15168 14626 20382 9172 5707 5503 8008 3604 2242 2162 6344 3230 3114 318 134 94 90 14549 6360 4169 4020 16161 9025 3633 3503 2513 1058 740 715 10616 10616 863 389 242 232 3784 1703 1060 1021 PROGRAM EXPENSES 42006 42006 CAMPAIGN AWARDS, SUPPLI 7331 7331 MISCELLANEOUS 6182 2603 1822 1757 EQUIPMENT REPAIRS AND M 3186 1434 892 860 798 337 235 226 843253 713324 67627 62302 5234 5714 890571 1020110 605391 429197 10996 5687 26752 25710 1055 1042 1513247 1461750 5982 4529 20890 33556 29009 60428 33538 X 586370 673493 866449 754719 1452819 1428212 1513247 1461750 X -32136 7529 X X 0 1 X 1 0 X 850759 861147 883030 914260 790315 4299511 850759 861147 883030 914260 790315 4299511 4299511 11834 10083 6460 5889 5525 39791 49572 43817 26104 18554 138047 16285 11211 11541 20166 15277 74480 4551829 27332 0.94460 0.94390 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8430 1724 2349 165 12338 7755 807 132 8430 8067 -185 127 7755 7328 856 117 8067 5879 25 1540 116 7328 1.00000 1 0 26752 25710 1042 1042 PAYABLE TO OTHER UNITED WAYS 29009 29009 X 827856 16739 16739 811117 0 811117 859992 16739 16739 843253 0 843253 PART V, LINE 4: ANY DISTRIBUTIONS RECEIVED FROM THE ENDOWMENT FUND WILL BE USED TO SUPPORT THE ORGANIZATION'S MISSION. PART X, LINE 2: U.S. GAAP REQUIRES MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY A TAXING AUTHORITY. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ORGANIZATION, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2013 AND 2012, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE ORGANIZATION WILL RECOGNIZE FUTURE ACCRUED INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS IN INCOME TAX EXPENSE IF INCURRED. THE ORGANIZATION IS NO LONGER SUBJECT TO FEDERAL TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE 2010 AND STATE EXAMINATIONS FOR YEARS BEFORE 2009. 1 BIG BROTHERSBIG SISTERS 837 S CENTRAL AVENUE MARSHFIELD WI 54449 391466795 501(C)(3) 52000 ALLOCATION FOR THE PROVISION OF SOCIAL SERVICES BOY SCOUTS OF AMERICA-SAMOSET COUNCIL 3511 CAMP PHILLIPS ROAD WESTON WI 54449 390813397 501(C)(3) 16900 ALLOCATION FOR THE PROVISION OF SOCIAL SERVICES CHILDREN'S SERVICE SOCIETY 705 S 24TH AVENUE WAUSAU WI 54401 390806380 501(C)(3) 77000 ALLOCATION FOR THE PROVISION OF SOCIAL SERVICES GIRL SCOUTS OF WOODLAND COUNCIL PO BOX 9427 GREEN BAY WI 54308 391016314 501(C)(3) 16250 ALLOCATION FOR THE PROVISION OF SOCIAL SERVICES KIDDIE KABOOSE-ST JOSEPH'S HOSPITAL 611 ST JOSEPH AVENUE MARSHFIELD WI 54449 391684957 501(C)(3) 18000 ALLOCATION FOR THE PROVISION OF SOCIAL SERVICES MARSHFIELD AREA RESPITE CARE CENTER 205 EAST THIRD STREET MARSHFIELD WI 54449 391821627 501(C)(3) 21000 ALLOCATION FOR THE PROVISION OF SOCIAL SERVICES MARY'S PLACE BOARDING HOUSE 300 N CENTRAL AVENUE MARSHFIELD WI 54449 203398037 501(C)(3) 11500 ALLOCATION FOR THE PROVISION OF SOCIAL SERVICES NORTH CENTRAL COMMUNITY ACTION PROGRAM PO BOX 1141 WISCONSIN RAPIDS WI 54495 391080179 501(C)(3) 35000 ALLOCATION FOR THE PROVISION OF SOCIAL SERVICES PERSONAL DEVELOPMENT CENTER 630 S CENTRAL AVENUE SUITE 330 MARSHFIELD WI 54449 391278572 501(C)(3) 102800 ALLOCATION FOR THE PROVISION OF SOCIAL SERVICES ST JOSEPH'S DIETARY SERVICES (HOME DELIVERED MEALS) 611 ST JOSEPH AVENUE MARSHFIELD WI 54449 391684957 501(C)(3) 47900 ALLOCATION FOR THE PROVISION OF SOCIAL SERVICES SCHOOL DISTICT OF MARSHFIELD-PATHWAY PARTNERS 1401 E BECKER ROAD MARSHFIELD WI 54449 396003302 501(C)(3) 20000 ALLOCATION FOR THE PROVISION OF SOCIAL SERVICES SOUP OR SOCKS PANTRY PO BOX 416 MARSHFIELD WI 54449 391740536 501(C)(3) 25000 ALLOCATION FOR THE PROVISION OF SOCIAL SERVICES SPENCER KIDS GROUP 305 S HARLOW STREET SPENCER WI 54479 391826608 501(C)(3) 8500 ALLOCATION FOR THE PROVISION OF SOCIAL SERVICES WISCONSIN RAPIDS FAMILY CENTER INC 500 25TH STREET NORTH WISCONSIN RAPIDS WI 54494 391451595 501(C)(3) 9500 ALLOCATION FOR THE PROVISION OF SOCIAL SERVICES YOUTH NET 1000 NORTH OAK AVE MARSHFIELD WI 54449 390452970 501(C)(3) 68000 ALLOCATION FOR THE PROVISION OF SOCIAL SERVICES CHIPPEWA VALLEY BOY SCOUTS COUNCIL 710 S HASTINGS WAY EAU CLAIRE WI 54701 390807227 501(C)(3) 6500 ALLOCATION FOR THE PROVISION OF SOCIAL SERVICES CHILDCARING INC 1107 W GRAND AVENUE WISCONSIN RAPIDS WI 54494 391673794 501(C)(3) 15000 ALLOCATION FOR THE PROVISION OF SOCIAL SERVICES JEREMIAH'S CROSSING 2440 COUNTY HWY X PO BOX 126 BABCOCK WI 54413 204108406 501(C)(3) 8500 ALLOCATION FOR THE PROVISION OF SOCIAL SERVICES ST VINCENT DE PAUL SHELTER 505 E DEPOT STREET MARSHFIELD WI 54449 391396428 NEED 10000 ALLOCATION FOR THE PROVISION OF SOCIAL SERVICES 18 0 SCHEDULE I, PART IV THE ORGANIZATION MONITORS GRANTS BY OBTAINING EITHER MONTHLY OR QUARTERLY PROGRAMMATIC REPORTS AND A MID-YEAR FISCAL REPORT FROM ALL FUNDED PROGRAMS. ADDITIONALLY, THE ORGANIZATION PERFORMS SITE VISITS ANNUALLY FOR GRANT MONITORING AND COMPLIANCE PURPOSES. FORM 990, PART VI, SECTION B, LINE 11 THE BOARD TREASURER AND EXECUTIVE DIRECTOR REVIEW AND APPROVE A COPY OF THE 990 BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C EVERY JANUARY THE BOARD MEMBERS ARE GIVEN THE WRITTEN POLICY AND THEY COMPLETE A CONFLICT OF INTEREST DECLARATION FORM. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE DIRECTOR'S PERFORMANCE IS REVIEWED ANNUALLY. DUE TO THE CURRENT ECONOMY, INCREASES TO COMPENSATION HAVE BEEN MADE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION PROVIDES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS UPON REQUEST. FORM 990, PART XI, LINE 9: PRIOR YEAR AUDIT ADJUSTMENT 7,529. FORM 990, PART XII, LINE 2C THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT PROCESS OVER THE AUDIT OR THE AUDITOR SELECTION PROCESS DURING THE TAX YEAR.