UNITED WAY OF WASHINGTON COUNTY: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
UNITED WAY OF WASHINGTON COUNTY (EIN 23-7281696)
Tax period
2013-07-01 to 2014-06-30
Filed
2014-11-12
IRS object ID
201443169349301034
Schema version
2013v3.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2014-11-12T08:43:28-06:00ReturnTs
Tax Period End2014-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN390843014PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KIECKHAFER DIETZLER HAUSER HANSON LLPBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 637AddressLine1
CityWEST BENDCity
StateWIState
ZIP Code530950637ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2013-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN237281696EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1UNITED WAY OF WASHINGTON COUNTY INCBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlUNITBusinessNameControlTxt
Phone2623383821PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 304AddressLine1
CityWEST BENDCity
StateWIState
ZIP Code53095ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBEN BECKERPersonNm
Person TitleTREASURERPersonTitleTxt
Phone2623383821PhoneNum
Signature2014-09-08SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAMES SAUERESSIGPreparerPersonNm
PTINP00151912PTIN
Phone2623342341PhoneNum
Preparation2014-11-12PreparationDt
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-11-30 17:44:51ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerBEN BECKERPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 304AddressLine1
CityWEST BENDCity
StateWIState
ZIP Code530950304ZIPCode
FieldValueIRS element (for citing)
Gross Receipts$1,268,317GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.UNITEDWAYOFWASHINGTONCOUNTY.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1977FormationYr
Legal Domicile StateWILegalDomicileStateCd
Activity Or MissionMOBILIZE THE CARING POWER OF WASHINGTON COUNTY TO IMPROVE LIVES AND COMMUNITY CONDITIONS IN MEASURABLE AND LASTING WAYS.ActivityOrMissionDesc
Voting Members Governing Body27VotingMembersGoverningBodyCnt
Voting Members Independent27VotingMembersIndependentCnt
Total Employee6TotalEmployeeCnt
Total Volunteers653TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$42,318PYContributionsGrantsAmt
CY Contributions Grants$1,242,114CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$768PYInvestmentIncomeAmt
CY Investment Income$1,248CYInvestmentIncomeAmt
PY Other Revenue$8,655PYOtherRevenueAmt
CY Other Revenue$24,955CYOtherRevenueAmt
PY Total Revenue$51,741PYTotalRevenueAmt
CY Total Revenue$1,268,317CYTotalRevenueAmt
CY Grants And Similar Paid$863,421CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$92,682PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$201,302CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$141,678CYTotalFundraisingExpenseAmt
PY Other Expenses$47,215PYOtherExpensesAmt
CY Other Expenses$233,858CYOtherExpensesAmt
PY Total Expenses$139,897PYTotalExpensesAmt
CY Total Expenses$1,298,581CYTotalExpensesAmt
PY Revenues Less Expenses-$88,156PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$30,264CYRevenuesLessExpensesAmt
Total Assets BOY$843,887TotalAssetsBOYAmt
Total Assets EOY$811,841TotalAssetsEOYAmt
Total Liabilities BOY$461,881TotalLiabilitiesBOYAmt
Total Liabilities EOY$460,099TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$382,006NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$351,742NetAssetsOrFundBalancesEOYAmt
MissionMOBILIZE THE CARING POWER OF WASHINGTON COUNTY TO IMPROVE LIVES AND COMMUNITY CONDITIONS IN MEASURABLE AND LASTING WAYS.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$1,069,267ExpenseAmt
Grant$863,421GrantAmt
DescRAISES AND DISTRIBUTES FUNDS TO PRIORITIZED HUMAN SERVICE PROGRAMS AT 22 SOCIAL SERVICE AGENCIES BASED ON IDENTIFIED IMPACT AREAS AND PROGRAM OUTCOMES. COLLABORATES WITH OUR AGENCIES AND OTHER COMMUNITY PARTNERS TO HELP ADDRESS WASHINGTON COUNTY NEEDS.Desc
Total Program Service Expenses$1,069,267TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsYes (true)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document1IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee6EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Form8899 FiledindfalseForm8899Filedind
Form1098 C FiledfalseForm1098CFiledInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members27GoverningBodyVotingMembersCnt
Independent Voting Member27IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyfalseForm990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyfalseDocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldWIStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonBEN BECKERPersonNm
Phone2623383821PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 304AddressLine1
CityWEST BENDCity
StateWIState
ZIP Code53095ZIPCode

Form990 Part VII Section A Form990PartVIISectionAGrp (28 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
KRISTIN BRANDNER
EXECUTIVE DI40.00Yes (X)$86,502$0$0
BOB GANNON
DIRECTOR1.00Yes (X)$0$0$0
JIM ANDERSON
DIRECTOR1.00Yes (X)$0$0$0
DOUG JOHNSON
DIRECTOR1.00Yes (X)$0$0$0
DEBRA CAHOON
DIRECTOR1.00Yes (X)$0$0$0
MICHAEL LAIRD
DIRECTOR1.00Yes (X)$0$0$0
MIKE MURPHY
PRESIDENT2.00Yes (X)$0$0$0Yes (X)
RANDOL SPAULDING
DIRECTOR1.00Yes (X)$0$0$0
TOM HOSTAD
DIRECTOR1.00Yes (X)$0$0$0
BEN BECKER
TREASURER2.00Yes (X)$0$0$0Yes (X)
DEB ANDERSON
DIRECTOR1.00Yes (X)$0$0$0
MICHAEL KEAGLE
VICE PRESIDE2.00Yes (X)$0$0$0Yes (X)
PAUL ZIEGLER
DIRECTOR1.00Yes (X)$0$0$0
AMY JOHNSON
DIRECTOR1.00Yes (X)$0$0$0
GREG LEDESMA
DIRECTOR1.00Yes (X)$0$0$0
DOUGLAS STOWE
DIRECTOR1.00Yes (X)$0$0$0
MARY LYNN BENNETT
SECRETARY2.00Yes (X)$0$0$0Yes (X)
HEATHER LIMKE
DIRECTOR1.00Yes (X)$0$0$0
BONNIE DEBROUX
DIRECTOR1.00Yes (X)$0$0$0
ERIKA DOHERTY
DIRECTOR1.00Yes (X)$0$0$0
RYAN HETZEL
DIRECTOR1.00Yes (X)$0$0$0
MIKE KENITZ
DIRECTOR1.00Yes (X)$0$0$0
PETE RETTLER
DIRECTOR1.00Yes (X)$0$0$0
KARL SCHULTZ
DIRECTOR1.00Yes (X)$0$0$0
KELLY WENDORFF
DIRECTOR1.00Yes (X)$0$0$0
KEVIN MATKIN
DIRECTOR1.00Yes (X)$0$0$0
CORY NEUY
DIRECTOR1.00Yes (X)$0$0$0
KEVIN NEWTON
DIRECTOR1.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$86,502TotalReportableCompFromOrgAmt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Federated Campaigns$1,242,114FederatedCampaignsAmt
Total Contributions$1,242,114TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,248TotalRevenueColumnAmt
Exclusion$1,248ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$21,042RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$21,042RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$21,042TotalRevenueColumnAmt
Exclusion$21,042ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUSDesc
Total Revenue Column$3,913TotalRevenueColumnAmt
Exclusion$3,913ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$3,913OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,268,317TotalRevenueColumnAmt
Exclusion$26,203ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$863,421TotalAmt
Program Services$863,421ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$86,502TotalAmt
Program Services$28,768ProgramServicesAmt
Management And General$27,433ManagementAndGeneralAmt
Fundraising$30,301FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$92,714TotalAmt
Program Services$30,833ProgramServicesAmt
Management And General$29,404ManagementAndGeneralAmt
Fundraising$32,477FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$7,607TotalAmt
Program Services$831ProgramServicesAmt
Management And General$3,755ManagementAndGeneralAmt
Fundraising$3,021FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$14,479TotalAmt
Program Services$4,359ProgramServicesAmt
Management And General$4,500ManagementAndGeneralAmt
Fundraising$5,620FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$2,930TotalAmt
Management And General$2,930ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$6,184TotalAmt
Program Services$1,060ProgramServicesAmt
Fundraising$5,124FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$10,037TotalAmt
Program Services$2,789ProgramServicesAmt
Management And General$4,687ManagementAndGeneralAmt
Fundraising$2,561FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$60,940TotalAmt
Program Services$52,744ProgramServicesAmt
Management And General$3,894ManagementAndGeneralAmt
Fundraising$4,302FundraisingAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$13,317TotalAmt
Program Services$13,317ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$866TotalAmt
Program Services$288ProgramServicesAmt
Management And General$275ManagementAndGeneralAmt
Fundraising$303FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$3,357TotalAmt
Program Services$447ProgramServicesAmt
Management And General$2,440ManagementAndGeneralAmt
Fundraising$470FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtFundraisingFundraisingAmtManagement And GeneralManagementAndGeneralAmt
CAMPAIGN EXPENSES$63,311$15,000$48,311
BAD DEBT$27,982$27,982
COMPUTER EXPENSES$12,347$4,106$4,325$3,916
ADMINISTRATIVE EXPENSES$10,402$5,024$2,823$2,555

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$22,185TotalAmt
Program Services$18,298ProgramServicesAmt
Management And General$1,847ManagementAndGeneralAmt
Fundraising$2,040FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,298,581TotalAmt
Program Services$1,069,267ProgramServicesAmt
Management And General$87,636ManagementAndGeneralAmt
Fundraising$141,678FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$50BOYAmt
EOY$50EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$509,190BOYAmt
EOY$531,690EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$326,252BOYAmt
EOY$273,745EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$6,582BOYAmt
EOY$5,410EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$16,918LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$15,972LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$1,813BOYAmt
EOY$946EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$843,887BOYAmt
EOY$811,841EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$27,102BOYAmt
EOY$7,656EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$432,779BOYAmt
EOY$450,443EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,000BOYAmt
EOY$2,000EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$461,881BOYAmt
EOY$460,099EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$257,153BOYAmt
EOY$166,773EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$124,853BOYAmt
EOY$184,969EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$382,006BOYAmt
EOY$351,742EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$843,887BOYAmt
EOY$811,841EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$30,264ReconcilationRevenueExpnssAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,081,983CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,164,302CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,212,869CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$42,318CurrentTaxYearMinus1YearAmt
Current Tax Year$1,242,114CurrentTaxYearAmt
Total$4,743,586TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,081,983CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,164,302CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,212,869CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$42,318CurrentTaxYearMinus1YearAmt
Current Tax Year$1,242,114CurrentTaxYearAmt
Total$4,743,586TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$20,500CurrentTaxYearMinus2YearsAmt
Total$20,500TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$148,616CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$156,852CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$161,807CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,085CurrentTaxYearMinus1YearAmt
Current Tax Year$198,939CurrentTaxYearAmt
Total$667,299TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$148,616CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$156,852CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$182,307CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,085CurrentTaxYearMinus1YearAmt
Current Tax Year$198,939CurrentTaxYearAmt
Total$687,799TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$4,055,787PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$7,380CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,603CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,664CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$5,101CurrentTaxYearMinus1YearAmt
Current Tax Year$22,290CurrentTaxYearAmt
Total$41,038TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$7,380CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,603CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,664CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$5,101CurrentTaxYearMinus1YearAmt
Current Tax Year$22,290CurrentTaxYearAmt
Total$41,038TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4,988CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,995CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,927CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$4,322CurrentTaxYearMinus1YearAmt
Current Tax Year$3,913CurrentTaxYearAmt
Total$21,145TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,094,351CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,172,900CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,218,460CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$51,741CurrentTaxYearMinus1YearAmt
Current Tax Year$1,268,317CurrentTaxYearAmt
Total$4,805,769TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.84390PublicSupportCY509Pct
Public Support PY5090.84470PublicSupportPY509Pct
Investment Income CY0.01000InvestmentIncomeCYPct
Investment Income PY0.01000InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Form990 Schedule A Part IV Form990ScheduleAPartIVGrp (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART II, LINE 12MISCELLANEOUS 21,145
SUPPLEMENTAL INFORMATIONIN 2013 THE FISCAL YEAR END WAS CHANGED TO JUNE.

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$104,926BeginningYearBalanceAmt
Contributions$650ContributionsAmt
Investment Earnings Or Losses$629InvestmentEarningsOrLossesAmt
End Year Balance$106,205EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$103,983BeginningYearBalanceAmt
Contributions$525ContributionsAmt
Investment Earnings Or Losses$418InvestmentEarningsOrLossesAmt
End Year Balance$104,926EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$118,795BeginningYearBalanceAmt
Contributions$500ContributionsAmt
Investment Earnings Or Losses$761InvestmentEarningsOrLossesAmt
Other Expenditures$16,073OtherExpendituresAmt
End Year Balance$103,983EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$114,623BeginningYearBalanceAmt
Contributions$880ContributionsAmt
Investment Earnings Or Losses$3,292InvestmentEarningsOrLossesAmt
End Year Balance$118,795EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$107,168BeginningYearBalanceAmt
Contributions$3,933ContributionsAmt
Investment Earnings Or Losses$3,522InvestmentEarningsOrLossesAmt
End Year Balance$114,623EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY1.00000BoardDesignatedBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$16,918OtherCostOrOtherBasisAmt
Depreciation$15,972DepreciationAmt
Book Value$946BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$946TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescRESERVE FOR UNEMPLOYMENTDesc
Amt$2,000Amt
FieldValueIRS element (for citing)
Total Liability$2,000TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$1,274,239TotalRevEtcAuditedFinclStmtAmt
Donated Services And Use Fclts$5,922DonatedServicesAndUseFcltsAmt
Revenue Not Reported$5,922RevenueNotReportedAmt
Revenue Subtotal$1,268,317RevenueSubtotalAmt
Total Revenue Per Form990$1,268,317TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$1,304,503TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$5,922DonatedServicesUseFcltsAmt
Expenses Not Reported$5,922ExpensesNotReportedAmt
Expenses Subtotal$1,298,581ExpensesSubtotalAmt
Total Expenses Per Form990$1,298,581TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE D, PAGE 2, PART V, LINE 4THE PURPOSE OF THE FUND WILL BE TO PROVIDE INCOME TO SUPPORT AND CONTRIBUTE TO THE OPERATION OF THE UNITED WAY AND TO PROVIDE ADDITIONAL FUNDS TO ENHANCE THE ABILITY OF THE UNITED WAY TO MEET ITS MISSION.
SCHEDULE D, PAGE 3, PART XTHE ORGANIZATION'S CURRENT ACCOUNTING POLICY IS TO DISCLOSE LIABILITIES FOR UNCERTAIN TAX POSITIONS WHEN A LIABILITY IS PROBABLE AND ESTIMABLE. MANAGEMENT IS NOT AWARE OF ANY VIOLATION OF ITS TAX STATUS AS AN ORGANIZATION EXEMPT FROM INCOME TAXES, NOR IS IT AWARE OF ANY EXPOSURE TO UNRELATED BUSINESS INCOME TAX. THE ORGANIZATON FILES TAX RETURNS IN THE U.S. FEDERAL JURISDICTION AND THE STATE OF WISCONSIN. THE ORGANIZATION'S FEDERAL INCOME TAX RETURNS PRIOR TO FISCAL YEAR 2008 ARE CLOSED. U.S. STATE JURISDICTIONS HAVE STATUTES OF LIMITATIONS THAT GENERALLY RANGE FROM THREE TO FIVE YEARS. THE ORGANIZATION DOES NOT HAVE ANY TAX RETURNS CURRENTLY UNDER EXAMINATION BY A FEDERAL OR STATE JURISDICTION.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable (20 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
AMERICAN RED CROSS
819 SCHOENHAAR DRWEST BENDWI530903$54,331GENERAL USE
BIG BROTHERSBIG SISTERS
103 N MAIN STWEST BENDWI530953$62,000GENERAL USE
BOY SCOUTSBAY LAKES COUNCIL
PO BOX 267APPLETONWI549123$18,715GENERAL USE
BOY SCOUTSPOTAWATOMI AREA
804 BLUEMOUND ROADWAUKESHAWI531883$7,642GENERAL USE
BOYS & GIRLS CLUB
925 N SILVERBROOK DRWEST BENDWI530903$43,260GENERAL USE
CASA GUADALUPE EDUCATION CENTER
479 N MAIN STWEST BENDWI530903$11,000GENERAL USE
CITIZEN ADVOCACY OF WASHINGTON CNTY
120 N MAIN STWEST BENDWI530903$10,500GENERAL USE
COUNCIL ON AODA
1625 EAST WASHINGTON ST 300WEST BENDWI530953$93,600GENERAL USE
FAMILY CENTER OF WASHINGTON CNTY
1517 LANG STREETWEST BENDWI530903$20,000GENERAL USE
FRIENDS OF ABUSED FAMILIES
PO BOX 117WEST BENDWI530953$71,070GENERAL USE
FULL SHELF FOOD PANTRY
PO BOX 1157WEST BENDWI530953$19,050GENERAL USE
GIRL SCOUTS OF WISCONSIN SOUTHEAST
PO BOX 14999MILWAUKEEWI532143$32,000GENERAL USE
INTERFAITH CAREGIVERS
PO BOX 1143WEST BENDWI530953$59,000GENERAL USE
LUTHERAN SOCIAL SERVICES
2000 BLUEMOUND RDWAUKESHAWI531863$13,000GENERAL USE
NOVA SERVICES
702 ELM STWEST BENDWI530953$33,000GENERAL USE
SENIOR CITIZENS ACTIVITIES
401 E WASHINGTON STWEST BENDWI530953$13,000GENERAL USE
THE THRESHOLD
600 ROLFS AVEWEST BENDWI530903$138,684GENERAL USE
VOLUNTEER CENTER OF WASHINGTON CNTY
237 N MAIN STWEST BENDWI530953$40,963GENERAL USE
THE YOUTH & FAMILY PROJECT
630 ELM STREETWEST BENDWI530953$91,706GENERAL USE
FAMILY PROMISE
PO BOX 438SLINGERWI530863$22,400GENERAL USE

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PAGE 6, PART VI, LINE 11BTHE TREASURER AND EXECUTIVE DIRECTOR WILL REVIEW THE FORM 990 PRIOR TO ISSUANCE. THE TREASURER WILL PRESENT IT TO THE BOARD AT THE NEXT MEETING.
FORM 990, PAGE 6, PART VI, LINE 12CTHE CONFLICT OF INTEREST POLICY WILL BE REVIEWED ANNUALLY AT THE BOARD MEETING.
FORM 990, PAGE 6, PART VI, LINE 15ATHE EXECUTIVE COMMITTEE OF THE BOARD REVIEWS THE PERFORMANCE OF THE EXECUTIVE DIRECTOR EACH YEAR. HER PERFORMANCE IS ASSESSED AGAINST GOALS PREVIOUSLY SET AND HER COMPENSATION IS COMPARED TO DATA RECEIVED FROM THE UNITED WAY WORLDWIDE AND TO COMPARABLE LOCAL AGENCIES.
FORM 990, PAGE 6, PART VI, LINE 15BTHE PERFORMANCE OF OTHER KEY EMPLOYEES IS REVIEWED BY THE DIRECT SUPERVISOR USING GUIDELINES AND APPROPRIATE PAYROLL DATA.
FORM 990, PAGE 6, PART VI, LINE 19FORM 990, GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST FROM THE UNITED WAY OF WASHINGTON COUNTY WITHIN 24 HOURS.

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