2013-06-28T08:40:29-05:00 2012-12-31 FRANKE & TURNBULL CPA'S 505 KING ST STE 105 LA CROSSE WI 54601 990 2012-01-01 390848188 GREAT RIVERS UNITED WAY INC GREA 6087961400 1855 EAST MAIN STREET ONALASKA WI 54650 SHAWN SACKMAN 6087961400 2013-05-31 true SCOTT TURNBULL 6087841890 2013-06-28 2012 2016-02-24 21:20:13Z SHAWN SACKMAN 2056719 false X WWW.GRUW.ORG X 1954 WI OUR MISSION IS TO UNITE PEOPLE AND RESOURCES TO IMPROVE LIVES AND STRENGTHEN OUR COMMUNITIES. OUR VISION IS THAT ALL INDIVIDUALS AND FAMILIES IN OUR COMMUNITIES WILL ACHIEVE THEIR FULL POTENTIAL THROUGH EDUCATION, INCOME STABILITY AND HEALTHY LIVES. 23 23 11 445 0 2068622 2017150 52592 2544 8945 6447 7211 28033 2137370 2054174 1568995 1536857 0 355951 370645 0 244680 208993 189404 2133939 2096906 3431 -42732 3361440 3276800 1624345 1582437 1737095 1694363 X OUR MISSION IS TO UNITE PEOPLE AND RESOURCES TO IMPROVE LIVES AND STRENGTHEN OUR COMMUNITIES. OUR VISION IS THAT ALL INDIVIDUALS AND FAMILIES IN OUR COMMUNITIES WILL ACHIEVE THEIR FULL POTENTIAL THROUGH EDUCATION, INCOME STABILITY AND HEALTHY LIVES. false false 1619186 1536857 FUND DISTRIBUTION PROGRAM - UNITED WAY VOLUNTEERS, WITH THE SUPPORT OF UNITED WAY STAFF PERFORM AN IN-DEPTH REVIEW AND ALLOCATE FUNDS FROM THE ANNUAL PLEDGE DRIVE TO 28 LOCAL PARTNER AGENCIES. THE AGENCIES PROGRAMS MUST ADDRESS IDENTIFIED COMMUNITY NEEDS, TRACK PROGRAM OUTCOMES AND ACHIEVE POSITIVE RESULTS IN THE FOLLOWING IMPACT AREAS: EDUCATION, INCOME AND HEALTH. VENTURE GRANTS WERE ALSO AWARDED TO 30 LOCAL 501(C)(3) HEALTH AND HUMAN SERVICE ORGANIZATIONS IN LA CROSSE, MONROE, TREMPEALEAU, & VERNON COUNTIES IN WISCONSIN AND HOUSTON COUNTY IN MINNESOTA BY ADVISORY COUNCILS IN EACH COUNTY. VENTURE GRANTS ARE TIME-LIMITED, NON-RENEWABLE GRANTS. VENTURE GRANTS ARE INTENDED TO PROVIDE SHORT-TERM SUPPORT TO ENHANCE THE EXISTING CAPACITY OF AGENCIES OR TO ASSIST IN THE DEVELOPMENT OF NEW STRATEGIES OR PROGRAMS. 91621 COMMUNITY BUILDING PROGRAM - COMMUNITY PROBLEM SOLVING EFFORTS INCLUDE, BUT NOT LIMITED TO, UNITED WAY STAFF INVOLVEMENT AND RESOURCES FOR HEALTHY COMMUNITY PARTNERSHIPS, MAYO CLINIC HEALTH SYSTEM LEADERS 100, LA CROSSE COUNTY FAMILY POLICY BOARD, FAMILY POLICY BOARD EXECUTIVE COMMITTEE, PREVENTION NETWORK, LA CROSSE COUNTY HOUSING COMMISSION, POVERTY TASK FORCE, FAMILY & CHILDREN'S MANAGEMENT COUNCIL, ROTARY WORKS FOUNDATION, REBUILDING FOR LEARNING COMMUNITY RETREAT, VITERBO ADVISORY BOARD AND CHANCELLOR'S COMMUNITY COUNCIL (UNIVERSITY OF WI - LA CROSSE). UNITED WAY COMPLETED A COMPASS NOW HEALTH AND HUMAN SERVICES ASSET AND NEEDS ASSESSMENT IN 2012 WITH LOCAL PARTNERS. THIS EFFORT HELPED IDENTIFY HEALTH AND HUMAN SERVICE CRITICAL ISSUES, WHAT RESOURCES CURRENTLY EXIST FOR THESE ISSUES AND WHAT RESOURCES MAY BE MISSING TO ADDRESS THESE NEEDS IN OUR FIVE COUNTY AREA (HOUSTON (MN), LA CROSSE, MONROE, TREMPEALEAU AND VERNON (WI)). THIS ONGOING PROGRAM WILL FACILITATE COMMUNICATION AND HELP SUPPORT THE COMMUNITIES IN CREATING COMMUNITY ACTION PLANS. A COMPLETE COMPASS NOW ANALYSIS IS AVAILABLE AT GRUW.ORG OR COMPASSSNOW.ORG AND PROVIDES DETAILED DATA AND ASSESSMENT RESULTS FOR EACH OF THE FIVE COUNTIES SURVEYED. 22730 LABOR RELATIONS PROGRAM - PARTNERSHIP BETWEEN GREAT RIVERS UNITED WAY AND ORGANIZED LABOR. THIS PROGRAM IS FOCUSED ON IMPROVING HEALTH AND WELFARE SERVICES OF THE COMMUNITY AND INVOLVING ORGANIZED LABOR IN THE ONGOING ACTIVITIES OF THE UNITED WAY. THIS PROGRAM SUPPORTS PROJECTS THAT INCLUDE, BUT NOT LIMITED TO INTERVENTION SERVICES, LETTER CARRIERS FOOD DRIVE, AND HOLIDAY FOOD PROGRAMS. 17693 VOLUNTEER CENTER - THE GREAT RIVERS UNITED WAY OPERATES A VOLUNTEER CENTER THAT PROMOTES AND FACILITATES VOLUNTEER ACTIVITIES TO ENHANCE THE QUALITY OF LIFE IN OUR COMMUNITY. THE VOLUNTEER CENTER PROMOTES THE VALUE OF VOLUNTEERISM, SERVES AS A RESOURCE TO NON-PROFIT AGENCIES, BUSINESSES AND EDUCATIONAL FACILITIES IN EFFECTIVELY UTILIZING VOLUNTEERS AND PROVIDES VALUABLE VOLUNTEER SERVICE OPPORTUNITIES TO THE COMMUNITY. THE VOLUNTEER CENTER CAN BE ACCESSED AT OUR WEBSITE, GRUW.ORG. 17693 1751230 true true false false false false false false false false true false false false false false true false false false false false false false false false false true false false false false false false false false false false false false false false false false false false false true 8 0 true 11 true false false false false false false false false false false X 23 23 true false false false false false false true true false false true true true true true true true true false WI MN X X LORIE FREDRICKSON 6087961400 1855 EAST MAIN STREET ONALASKA WI 54650 MIKE CLATWORTHY 1.00 X 0 0 0 VICKI GRESS 1.00 X 0 0 0 CHIEF GREGG CLEVELAND 1.00 X 0 0 0 FRAN HEGENBARTH 1.00 X 0 0 0 TODD EBER 1.00 X 0 0 0 ABE LEIS 1.00 X 0 0 0 WADE HACKBARTH 1.00 X 0 0 0 SARAH HAVENS 1.00 X X 0 0 0 MEGAN DRAGERT 1.00 X 0 0 0 JEFF JENSEN 1.00 X X 0 0 0 JERRY KEMBER 1.00 X 0 0 0 DR ALAN FLEISCHMANN 1.00 X 0 0 0 BOB KELEMEN 1.00 X 0 0 0 SCOTT MAY 1.00 X 0 0 0 DOUG MORMANN 1.00 X 0 0 0 JIM STARKWEATHER 1.00 X 0 0 0 SHAWN SACKMAN 1.00 X X 0 0 0 BRENT SMITH 1.00 X 0 0 0 KEVIN STRANGMAN 1.00 X 0 0 0 JON TRAPP 1.00 X X 0 0 0 KIM VALIQUETTE 1.00 X 0 0 0 SAM VAN RIPER 1.00 X 0 0 0 BRIAN WIESER 1.00 X 0 0 0 JAMES FALVEY 40.00 X 73544 0 19450 LORIE FREDRICKSON 25.00 X 25363 0 3030 98907 22480 false false false 8407 2008743 2017150 SERVICE FEES 1876 1876 OTHER INCOME 668 668 2544 6447 6447 30578 2545 28033 28033 28033 2054174 2544 34480 1536857 1536857 118091 63316 35427 19348 171071 56880 7223 106968 8438 2714 2028 3696 45968 19107 3921 22940 27077 11256 3993 11828 22477 22477 4900 4900 12381 5892 6489 26746 7967 2606 16173 20886 8100 1075 11711 9065 3269 1070 4726 2436 878 287 1271 23235 8378 2742 12115 21530 8109 1697 11724 3581 832 1546 1203 CAMPAIGN EXPENSE 14895 14895 COMPASS EXPENSE 9815 9815 TELEPHONE 7220 2603 852 3765 VOLUNTEER CENTER 3494 3494 6743 1763 2663 2317 2096906 1751230 100996 244680 26 26 1390023 1209632 1472386 1594866 2874 2800 15670 12929 654090 197543 479034 456547 1427 3361440 3276800 61143 29312 1563202 1553125 1624345 1582437 X 1219694 1162348 517401 532015 1737095 1694363 3361440 3276800 -42732 X false true X true false X 1780473 1796845 2084190 2068622 2017150 9747280 1780473 1796845 2084190 2068622 2017150 9747280 1955397 7791883 57536 42643 40171 38848 37025 216223 9963503 2544 0.78200 0.92910 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 172200 172200 414388 197543 216845 67502 67502 456547 2034860 2034860 19314 19314 2054174 2077592 -19314 -19314 2096906 2096906 REVENUE AMOUNTS INCLUDED ON RETURN - OTHER SCHEDULE D, PAGE 4, PART XI, LINE 4B DONOR AGENCY DESIGNATIONS 18,757 BAD DEBT RECOVERIES 3,102 RENTAL EXPENSES -2,545 EXPENSE AMOUNTS INCLUDED IN FINANCIALS - OTHER SCHEDULE D, PAGE 4, PART XII, LINE 2D DONOR AGENCY DESIGNATIONS -18,757 BAD DEBT RECOVERIES -3,102 RENTAL EXPENSES 2,545 true AMERICAN RED CROSS SCENIC BLUFFS CHAPTER 2927 LOSEY BLVD SOUTH LA CROSSE WI 54601 530196605 501C3 52725 RESTRICTED GRANT BIG BROTHERS BIG SISTERS OF THE SEVEN RIVERS REGION 432 DIVISION STREET LA CROSSE WI 54601 391762460 501C3 56311 RESTRICTED GRANT BOY SCOUTS OF AMERICA GATEWAY AREA COUNCIL 2600 QUARRY ROAD LA CROSSE WI 54601 390806175 501C3 43243 RESTRICTED GRANT BOYS & GIRLS CLUBS OF GREATER LA CROSSE PO BOX 91 LA CROSSE WI 54602 396084791 501C3 121800 RESTRICTED GRANT BOYS & GIRLS CLUB OF WEST CENTRAL WI 105 WEST MILWAUKEE ST TOMAH WI 54660 391962065 501C3 39960 RESTRICTED GRANT BOYS & GIRLS CLUB OF SPARTA 1000 EAST MONTOGOMERY SPARTA WI 54656 391798177 501C3 23124 RESTRICTED GRANT COULEE CHILDREN'S CENTER 2935 EAST AVE SOUTH LA CROSSE WI 54601 391054503 501C3 45445 RESTRICTED GRANT COULEE COUNCIL ON ADDICTIONS 921 WEST AVE SOUTH LA CROSSE WI 54601 391129125 501C3 52214 RESTRICTED GRANT COULEECAP INC 201 MELBY STREET WESTBY WI 54667 391077614 501C3 68538 RESTRICTED GRANT COULEE REGION YWCA 3219 COMMERCE STREET LA CROSSE WI 54603 390810543 501C3 82133 RESTRICTED GRANT FAMILY SERVICE ASSOCIATION (CREDIT COUNSELING) 311 MAIN STREET LA CROSSE WI 54601 390808501 501C3 12975 RESTRICTED GRANT FAMILY & CHILDREN'S CENTER 1707 MAIN STREET LA CROSSE WI 54601 390821863 501C3 152637 RESTRICTED GRANT THE PARENTING PLACE 1500 GREEN BAY STREET LA CROSSE WI 54601 391676842 501C3 33445 RESTRICTED GRANT GREAT RIVERS 2-1-1 PO BOX 426 ONALASKA WI 54650 391606449 501C3 45071 RESTRICTED GRANT GIRL SCOUTS OF WI BADGERLAND COUNCI 2710 SKI LANE MADISON WI 53713 390806331 501C3 63138 RESTRICTED GRANT BLUFF COUNTRY FAMILY RESOURCES PO BOX 294 HOKAH MN 55941 411502808 501C3 27368 RESTRICTED GRANT HUNGER TASK FORCE OF LA CROSSE 1240 CLINTON STREET LA CROSSE WI 54601 391947827 501C3 24348 RESTRICTED GRANT INDEPENDENT LIVING RESOURCES 4439 MORMON COULEE RD LA CROSSE WI 54601 391762026 501C3 62648 RESTRICTED GRANT LA CRESCENT AREA HEALTHY COMMUNITY PARTNERSHIP 703 SOUTH 11TH STREET LA CRESCENT MN 55947 202665775 501C3 10658 RESTRICTED GRANT HOPE ACADEMY PO BOX 726 LA CROSSE WI 54602 391935714 501C3 10349 RESTRICTED GRANT MOBILE MEALS OF LA CROSSE 2600 QUARRY ROAD LA CROSSE WI 54601 391187523 501C3 10175 RESTRICTED GRANT NEW HORIZONS SHELTER PO BOX 2031 LA CROSSE WI 54602 391737699 501C3 94590 RESTRICTED GRANT OPTIONS CLINIC 1201 CALEDONIA ST LA CROSSE WI 54603 391166634 501C3 64487 RESTRICTED GRANT SALVATION ARMY 223 NORTH 8TH STREET LA CROSSE WI 54601 362167910 501C3 111989 RESTRICTED GRANT WEST AVENUE FOOD EMERGENCY RESOURCE 403 CAUSEWAY BLVD LA CROSSE WI 54603 391552632 501C3 36314 RESTRICTED GRANT FRIENDS OF THE HOUSTON CTY PUBLIC LIBRARY 202 EAST CEDAR HOUSTON MN 55921 412000399 501C3 5060 REST. VENTURE GRANT FAMILIES FIRST OF MONROE COUNTY 1118 WEST VETERANS STREET TOMAH WI 54660 391862568 501C3 22500 RESTRICTED GRANT BOYS & GIRLS CLUB OF GREATER LA CROSSE 1331 CLINTON STREET LA CROSSE WI 54601 396084791 501C3 5556 UNRESTRICTED GRANT GREAT RIVERS 2-1-1 PO BOX 426 ONALASKA WI 54650 391606449 501C3 20000 REST GRANT FOR 2-1-1 28 PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS INSIDE THE UNITED STATES SCHEDULE I, PAGE 1, PART I, LINE 2 RESTRICTED GRANT FOR AN AGENCY PROGRAM(S) UNDERGO EXTENSIVE PRE-SCREENING BEFORE BEING AWARDED FUNDING. SUCH SCREENING INCLUDES: AN APPLICATION PROCESS THAT INCLUDES EXPLANATION OF THE PROPOSED USE AND OUTCOME MEASUREMENTS FOR THE FUNDING; FINANCIAL REVIEW OF THE ORGANIZATION TO GAIN A LEVEL OF ASSURANCE THAT FISCAL POLICIES ARE SOUND; VERIFICATION OF COMPLIANCE WITH PATRIOT ACT PROVISIONS AND VERIFICATION OF 501(C)(3) NONPROFIT STATUS. COMMUNITY MEMBERS REVIEW THIS INFORMATION ANNUALLY. THE ORGANIZATION IS REQUIRED TO VERIFY THAT FUNDING WAS USED FOR THE PURPOSES INTENDED AND WHAT THE ACTUAL RESULTS WERE COMPARED TO THE PROPOSED RESULTS FOR EACH PROGRAM. UNRESTRICTED GRANT TO AN AGENCY ORGANIZATIONS RECEIVING DONOR DESIGNATED FUNDS ARE PRE-SCREENED. SUCH SCREENING INCLUDES: FINANCIAL REVIEW OF THE ORGANIZATION TO GAIN A LEVEL OF ASSURANCE THAT FISCAL POLICIES ARE SOUND; VERIFICATION OF COMPLIANCE WITH PATRIOT ACT PROVISIONS AND VERIFICATION OF 501(C)(3) NONPROFIT STATUS. VENTURE GRANTS ORGANIZATIONS RECEIVING GRANTS ARE PRE-SCREENED. SUCH SCREENING INCLUDES: VERIFICATION OF COMPLIANCE WITH PATRIOT ACT PROVISIONS AND VERIFICATION OF 501(C)(3) NONPROFIT STATUS. VENTURE GRANTS ARE TIME-LIMITED, NON-RENEWABLE GRANTS. VENTURE GRANTS ARE INTENDED TO PROVIDE SHORT-TERM SUPPORT TO ENHANCE THE EXISTING CAPACITY OF AGENCIES OR TO ASSIST IN THE DEVELOPMENT OF NEW STRATEGIES OR PROGRAMS. THE GRANT PROPOSALS ARE REVIEWED BY ADVISORY COUNCILS IN EACH COUNTY AND THEY PROVIDE A RECOMMENDATION TO THE BOARD OF DIRECTORS OF HOW THE MONEY SHOULD BE SPENT. THESE GRANTS REQUIRE SUBMITTED RECEIPTS FOR THE INTENDED GRANT PURPOSE PRIOR TO FUNDS BEING RELEASED. ORGANIZATION'S MISSION FORM 990 - ORGANIZATION'S MISSION OUR MISSION IS TO UNITE PEOPLE AND RESOURCES TO IMPROVE LIVES AND STRENGTHEN OUR COMMUNITIES. OUR VISION IS THAT ALL INDIVIDUALS AND FAMILIES IN OUR COMMUNITIES WILL ACHIEVE THEIR FULL POTENTIAL THROUGH EDUCATION, INCOME STABILITY AND HEALTHY LIVES. FIRST ACCOMPLISHMENT DESCRIPTION FORM 990, PAGE 2, PART III, LINE 4A STRATEGIES OR PROGRAMS. SECOND ACCOMPLISHMENT DESCRIPTION FORM 990, PAGE 2, PART III, LINE 4B NEEDS ASSESSMENT IN 2012 WITH LOCAL PARTNERS. THIS EFFORT HELPED IDENTIFY HEALTH AND HUMAN SERVICE CRITICAL ISSUES, WHAT RESOURCES CURRENTLY EXIST FOR THESE ISSUES AND WHAT RESOURCES MAY BE MISSING TO ADDRESS THESE NEEDS IN OUR FIVE COUNTY AREA (HOUSTON (MN), LA CROSSE, MONROE, TREMPEALEAU AND VERNON (WI)). THIS ONGOING PROGRAM WILL FACILITATE COMMUNICATION AND HELP SUPPORT THE COMMUNITIES IN CREATING COMMUNITY ACTION PLANS. A COMPLETE COMPASS NOW ANALYSIS IS AVAILABLE AT GRUW.ORG OR COMPASSSNOW.ORG AND PROVIDES DETAILED DATA AND ASSESSMENT RESULTS FOR EACH OF THE FIVE COUNTIES SURVEYED. ALL OTHER ACCOMPLISHMENT DESCRIPTION FORM 990, PAGE 2, PART III, LINE 4D VOLUNTEER CENTER - THE GREAT RIVERS UNITED WAY OPERATES A VOLUNTEER CENTER THAT PROMOTES AND FACILITATES VOLUNTEER ACTIVITIES TO ENHANCE THE QUALITY OF LIFE IN OUR COMMUNITY. THE VOLUNTEER CENTER PROMOTES THE VALUE OF VOLUNTEERISM, SERVES AS A RESOURCE TO NON-PROFIT AGENCIES, BUSINESSES AND EDUCATIONAL FACILITIES IN EFFECTIVELY UTILIZING VOLUNTEERS AND PROVIDES VALUABLE VOLUNTEER SERVICE OPPORTUNITIES TO THE COMMUNITY. THE VOLUNTEER CENTER CAN BE ACCESSED AT OUR WEBSITE, GRUW.ORG. RELATED PARTY INFORMATION AMONG OFFICERS FORM 990, PAGE 6, PART VI, LINE 2 ARMITAGE INSURANCE BOARD CHAIR UNITED WAY HEALTH INS. AGENT ORGANIZATION'S PROCESS USED TO REVIEW FORM 990 FORM 990, PAGE 6, PART VI, LINE 11B A COPY OF THE FORM 990 WILL BE DISTRIBUTED TO THE BOARD OF DIRECTORS IN JUNE. THE FORM 990 WILL BE REVIEWED AND VOTED ON AT THE JUNE BOARD MEETING. ENFORCEMENT OF CONFLICTS POLICY FORM 990, PAGE 6, PART VI, LINE 12C ANNUALLY, ALL BOARD MEMBERS, VOLUNTEERS, AND STAFF MUST LIST ANY POTENTIAL CONFLICTS OF INTEREST ON A FORM WHICH IS MAINTAINED BY UNITED WAY STAFF. NO BOARD MEMBER MAY VOTE ON ANY MATTER DIRECTLY AFFECTING THEIR LISTED CONFLICT OF INTERESTS. ABSTAINED VOTES ARE LISTED IN THE MINUTES OF EACH BOARD MEETING. EXECUTIVE DIRECTOR AND BOARD CHAIR ARE FAMILIAR WITH ALL DISCLOSED CONFLICTS AND MONITOR THEM DURING MEETINGS. COMPENSATION PROCESS FOR TOP OFFICIAL FORM 990, PAGE 6, PART VI, LINE 15A PRESIDENT: A WAGE REVIEW IS COMPLETED BY MEMBERS OF THE EXECUTIVE COMMITTEE, WHO LOOK AT COMPARABLE COMPENSATION IN THE REGION AND FOR OTHER SIMILAR SIZE UNITED WAYS. THE PERCENTAGE OF INCREASE IS DETERMINED BY THE EXECUTIVE COMMITTEE AND INCLUDED IN THE BUDGET WHICH IS VOTED ON BY THE ENTIRE BOARD OF DIRECTORS. BOARD MEMBERS THAT VOTE ARE WITHOUT CONFLICT AND THE DECISIONS ARE DOCUMENTED. COMPENSATION PROCESS FOR OFFICERS FORM 990, PAGE 6, PART VI, LINE 15B OTHER EMPLOYEES: WAGES ARE REVIEWED ANNUALLY BY THE PRESIDENT. A PERCENTAGE OF INCREASE IS DETERMINED AND INCLUDED IN THE BUDGET WHICH IS APPROVED BY THE ENTIRE BOARD OF DIRECTORS. BOARD MEMBERS THAT VOTE ARE WITHOUT CONFLICT AND THE DECISIONS ARE DOCUMENTED. GOVERNING DOCUMENTS DISCLOSURE EXPLANATION FORM 990, PAGE 6, PART VI, LINE 19 FINANCIAL STATEMENTS ARE INCLUDED IN ANNUAL REPORT, WHICH IS ON THE ORGANIZATIONS WEBSITE. ALL OTHER DOCUMENTS AVAILABLE UPON REQUEST. RECONCILIATION OF CHANGES - OTHER FORM 990, PART XI, LINE 9 DONOR AGENCY DESIGNATIONS -18,757 BAD DEBT RECOVERIES -3,102 RENTAL EXPENSES 2,545 DONOR AGENCY DESIGNATIONS 18,757 BAD DEBT RECOVERIES 3,102 RENTAL EXPENSES -2,545