2013-01-07T12:41:53-06:00 2012-06-30 410746749 CLIFTONLARSONALLEN LLP 2411 N HILLCREST PARKWAY ALTOONA WI 54720 990 2011-07-01 391077901 UNITED WAY OF THE GREATER CHIPPEWA VALLEY INC UNIT 7158345043 3603 N HASTINGS WAY SUITE 200 EAU CLAIRE WI 54703 JANICE PORATH 7158345043 2013-01-07 1 CRAIG OLSEN P00047419 7158521100 2012-12-28 2011 2016-02-25 16:41:14Z JANICE PORATH 3603 N HASTINGS WAY SUITE 200 EAU CLAIRE WI 54703 2772639 0 X UWGCV.ORG X 1966 WI UNITED WAY PROVIDES ACTIVE LEADERSHIP IN BRINGING RESOURCES TOGETHER TO IMPROVE LIVES AND CREATE STRONGER COMMUNITIES. OUR FOCUS IS ON EDUCATION, INCOME AND HEALTH-THE BUILDING BLOCKS FOR A GOOD QUALITY OF LIFE. UNITED WAY RECRUITS PEOPLE AND ORGANIZATIONS WHO BRING THE PASSION, EXPERTISE AND RESOURCES NEEDED TO GET THINGS DONE. COMMUNITY ACTION PLANS ARE BEING PRODUCED FOR EACH FOCUS AREA. THE ACTION PLAN IS A BLUE-PRINT FOR COMMUNITY CHANGE. NEEDS IN THESE AREAS ARE BEING IDENTIFIED AND FUNDING DECISIONS ARE BEING MADE TO GET TO THE ROOT CAUSE OF THE ISSUES. THE ULTIMATE GOAL IS FOR SYSTEMIC, LONG-LASTING CHANGES FOR THE ENTIRE COMMUNITY. 16 16 8 1144 0 0 2315179 2165812 0 0 9985 62507 8353 15992 2333517 2244311 1518463 1641676 0 0 321707 328491 0 0 105453 191660 182688 2031830 2152855 301687 91456 2707556 2463879 1602571 1616188 1104985 847691 X UNITED WAY PROVIDES ACTIVE LEADERSHIP IN BRINGING RESOURCES TOGETHER TO IMPROVE LIVES AND CREATE STRONGER COMMUNITIES. OUR FOCUS IS ON EDUCATION, INCOME AND HEALTH-THE BUILDING BLOCKS FOR A GOOD QUALITY OF LIFE. UNITED WAY RECRUITS PEOPLE AND ORGANIZATIONS WHO BRING THE PASSION, EXPERTISE AND RESOURCES NEEDED TO GET THINGS DONE. COMMUNITY ACTION PLANS ARE BEING PRODUCED FOR EACH FOCUS AREA. THE ACTION PLAN IS A BLUE-PRINT FOR COMMUNITY CHAN 0 0 1912390 1641676 15992 WITH THE DEDICATION OF VOLUNTEERS AND EXPERTS IN THE FIELD, UWGCV IS CREATING COMMUNITY ACTION PLANS FOCUSING ON EDUCATION AND INCOME. THE ACTION PLANS WILL INDICATE COMMUNITY-WIDE OUTCOMES THAT WILL BE ADDRESSED AS PART OF OUR ONGOING WORK IN COMMUNITY MOBILIZATION. A THIRD ACTION PLAN ADDRESSING HEALTH WILL BE PUBLISHED IN 2013. LOCAL AGENCIES THAT ALIGN WITH THE ACTION PLANS WILL HAVE THE OPPORTUNITY TO APPLY FOR FUNDING. COMMUNITY CHANGES WILL BE MEASURED AND REPORTED OUT THROUGH ANNUAL REPORTS. 1912390 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 0 1 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 1 0 0 0 0 1 2 0 8 1 0 0 0 0 0 1 1 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WI X X JANICE PORATH 7158345043 3603 N HASTINGS WAY SUITE 200 EAU CLAIRE WI 54703 DAVE MARKQUART 2.00 X X 0 0 0 BILL KAISER 2.00 X X 0 0 0 DAVE GORDON 2.00 X X 0 0 0 CHUCK FRENETTE 2.00 X X 0 0 0 PETER FARROW 2.00 X 0 0 0 RICK BECKLER 2.00 X 0 0 0 REGGIE GEISSLER 2.00 X 0 0 0 VICKI HOEHN 2.00 X 0 0 0 HEATHER HUNT 2.00 X 0 0 0 PEG LEINENKUGEL 2.00 X 0 0 0 RANDY LINTON 2.00 X X 0 0 0 BRIAN ROEKER 2.00 X 0 0 0 CATHY RUFLEDT 2.00 X 0 0 0 JOAN COFFMAN 2.00 X 0 0 0 CHAD TROWBRIDGE 2.00 X 0 0 0 DON RECK 2.00 X 0 0 0 JANICE PORATH 50.00 X 64900 0 10596 64900 0 10596 0 0 0 0 0 30000 2135812 13329 2165812 24362 24362 566473 526480 1848 39993 -1848 38145 38145 ADMINISTRATIVE FEES 561000 15992 15992 15992 2244311 15992 0 62507 1641676 1641676 75496 44195 21318 9983 197948 114810 57405 25733 6190 3590 1795 805 20229 11733 5866 2630 28628 16604 8302 3722 9560 9560 1700 1700 3506 2279 1227 7766 4697 2224 845 14232 9535 1708 2989 28190 16350 8175 3665 3997 2998 200 799 1803 1352 90 361 29709 10101 9804 9804 13397 10584 2277 536 2943 1825 353 765 CAMPAIGN PRIZES AND EVE 41468 41468 COMMUNITY IMPACT 14047 14047 MISCELLANEOUS 10370 6014 3008 1348 2152855 1912390 135012 105453 277814 225705 1037476 864521 652805 613855 30025 37644 1077 7254 105024 75714 24248 29310 684111 685590 2707556 2463879 39610 68645 1562961 1547543 1602571 1616188 X 444047 225232 655938 622459 5000 0 1104985 847691 2707556 2463879 X 91456 -348750 X 0 1 1 X 0 X 1701434 1722708 1640081 2315179 2165812 9545214 1701434 1722708 1640081 2315179 2165812 9545214 9545214 41541 28340 18611 23916 62507 174915 3084 1577 525 8353 15992 29531 9749660 0.97900 0.97770 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 928954 350407 -20452 30000 9677 1219232 757257 36678 167674 24000 8655 928954 676809 29761 97420 39000 7733 757257 841042 32415 -150436 39000 7212 676809 1.00000 0 1 1 105024 75714 29310 29310 2244311 2152855 91456 -45646 11896 -315000 -348750 -257294 2227112 -45646 16551 11896 -17199 2244311 0 2244311 2484406 16551 315000 331551 2152855 0 2152855 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE ORGANIZATION IS A NOT-FOR-PROFIT ORGANIZATION EXEMPT FROM PAYING CORPORATE FEDERAL INCOME TAX UNDER SECTION 501 (C)(3) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION IS ALSO EXEMPT FROM WISCONSIN FRANCHISE OR INCOME TAXES. THE ORGANIZATION HAS EVALUATED ITS TAX POSITIONS AND DETERMINED IT HAS NO UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2012. THE ORGANIZATION'S 2009, 2010, AND 2011 TAX YEARS ARE OPEN FOR EXAMINATION BY THE IRS. SHOULD THE ORGANIZATIONS TAX EXEMPT STATUS BE CHALLENGED IN THE FUTURE, ALL YEARS SINCE INCEPTION COULD BE SUBJECT TO REVIEW BY THE IRS. PART XI, LINE 8 - OTHER ADJUSTMENTS: TRANSFER TO UNITED WAY OF THE GREATER CHIPPEWA VALLEY ENDOWMENT CORPORATION -315,000. PART XII, LINE 2D - OTHER ADJUSTMENTS: ADJUSTMENT TO PRIOR YEAR ALLOWANCE 11,896. PART XIII, LINE 2D - OTHER ADJUSTMENTS: TRANSFER TO UNITED WAY OF GREATER CHIPPEWA VALLEY ENDOWMENT CORPORATION 315,000. 1 BIG BROTHERS BIG SISTERS OF NORTHWESTERN WISCONSIN INC 424 GALLOWAY STREET EAU CLAIRE WI 54703 237311200 501(C)(3) 121000 YEARLY ALLOCATION EAU CLAIRE YOUNG MENS CHRISTIAN ASSOCIATION 700 GRAHAM AVE EAU CLAIRE WI 54701 390806351 501(C)(3) 69000 YEARLY ALLOCATION AMERICAN RED CROSS WESTERN WISCONSIN CHAPTER 3728 SPOONER AVE ALTOONA WI 54720 390837467 501(C)(3) 72895 YEARLY ALLOCATION BOLTON REFUGE HOUSE INC PO BOX 482 EAU CLAIRE WI 54702 391302222 501(C)(3) 56000 YEARLY ALLOCATION EAU CLAIRE INTERFAITH HOSPITALITY NETWORK INC 309 EAST LAKE STREET EAU CLAIRE WI 54701 391799434 501(C)(3) 57600 YEARLY ALLOCATION CHIPPEWA VALLEY BOY SCOUTS OF AMERICA 710 SOUTH HASTINGS WAY EAU CLAIRE WI 54701 390807227 501(C)(3) 43949 YEARLY ALLOCATION CHILDREN'S SERVICE SOCIETY OF WI 2004 HIGHLAND AVE SUITE N EAU CLAIRE WI 54701 391647415 501(C)(3) 53000 YEARLY ALLOCATION THE SALVATION ARMY 2211 S HASTINGS WAY EAU CLAIRE WI 54701 390806889 501(C)(3) 23700 YEARLY ALLOCATION GIRL SCOUTS OF THE NORTHWESTERN GREAT LAKES INC 4222 OAKWOOD HILLS PARKWAY EAU CLAIRE WI 54701 390816844 501(C)(3) 40960 YEARLY ALLOCATION REACH INC 1324 W CLAIREMONT AVE EAU CLAIRE WI 54703 721569027 501(C)(3) 50000 YEARLY ALLOCATION ARC OF EAU CLAIRE 800 WISCONSIN ST BOX 86 BLDG DO2 SUITE 318 EAU CLAIRE WI 54703 391348746 501(C)(3) 36471 YEARLY ALLOCATION UCP OF WEST CENTRAL WI 206 WATER STREET EAU CLAIRE WI 54703 396030380 501(C)(3) 42050 YEARLY ALLOCATION LE PHILLIPS CAREER DEV CENTER PO BOX 600 EAU CLAIRE WI 54702 390971649 501(C)(3) 35485 YEARLY ALLOCATION CATHOLIC CHARITIES OF DIOCESE OF LACROSSE INC PO BOX 266 LA CROSSE WI 54602 391896823 501(C)(3) 19000 YEARLY ALLOCATION LE PHILLIPS SENIOR CENTER 1616 BELLINGER STREET EAU CLAIRE WI 54701 391408723 501(C)(3) 25000 YEARLY ALLOCATION EPILEPSY FOUNDATION OF WESTERN WI 1812 BRACKETT AVENUE EAU CLAIRE WI 54701 391372185 501(C)(3) 16250 YEARLY ALLOCATION THE COMMUNITY TABLE INC PO BOX 1903 EAU CLAIRE WI 54702 391770259 501(C)(3) 23400 YEARLY ALLOCATION AIDS RESOURCE CENTER OF WI INC PO BOX 11 EAU CLAIRE WI 54702 391534049 501(C)(3) 6000 YEARLY ALLOCATION EAU CLAIRE AREA HMONG MUTUAL ASSISTANCE ASSOCIATION 423 WISCONSIN STREET EAU CLAIRE WI 54703 391429763 501(C)(3) 18000 YEARLY ALLOCATION FAMILYMEANS 1875 NORTHWESTERN AVENUE SOUTH STILLWATER MN 55082 416045574 501(C)(3) 15470 YEARLY ALLOCATION CHIPPEWA VALLEY HEALTH CLINIC INC PO BOX 231 EAU CLAIRE WI 54702 391840231 501(C)(3) 56000 YEARLY ALLOCATION GUNDERSEN LUTHERAN ADMINISTRATIVE SERVICES - GREAT RIVERS 211 3190 GUNDERSEN DRIVE ONALASKA WI 54650 391606449 501(C)(3) 104977 YEARLY ALLOCATION CENTER OF INDEPENDENT LIVING FOR WESTERN WISCONSIN INC 2920 SCHNEIDER AVENUE EAST MENOMONIE WI 54751 391758740 501(C)(3) 14971 YEARLY ALLOCATION WESTERN DAIRYLAND ECONOMIC OPPORTUNITY COUNCIL INC PO BOX 125 INDEPENDENCE WI 54747 391076993 501(C)(3) 106800 YEARLY ALLOCATION LUTHERAN SOCIAL SERVICES OF WISCONSIN AND UPPER MICHIGAN INC 1320 W CLAIREMONT AVE SUITE 200 EAU CLAIRE WI 54701 390816846 501(C)(3) 25752 YEARLY ALLOCATION BOYS AND GIRLS CLUB OF THE GREATER CHIPPEWA VALLEY 201 EAST LAKE STREET EAU CLAIRE WI 54701 392032491 501(C)(3) 45000 YEARLY ALLOCATION TRINITEAM INC 202 GRAHAM AVENUE EAU CLAIRE WI 54701 391278008 501(C)(3) 32400 YEARLY ALLOCATION FAMILY RESOURCE CENTER OF EAU CLAIRE COUNTY INC 2105 HEIGHTS DRIVE EAU CLAIRE WI 54701 391958904 501(C)(3) 28900 YEARLY ALLOCATION LITERACY VOLUNTEERS OF AMERICA - CHIPPEWA VALLEY 80 WISCONSIN ST MB 70 EAU CLAIRE WI 54703 391657040 501(C)(3) 59400 YEARLY ALLOCATION FAMILY SUPPORT CENTERRIVER SOURCE PO BOX 143 CHIPPEWA FALLS WI 54729 391403276 501(C)(3) 49440 YEARLY ALLOCATION COMMUNITY HEALTH PARTNERSHIP 2240 EASTRIDGE CENTER EAU CLAIRE WI 54701 391931089 501(C)(3) 23000 YEARLY ALLOCATION CHIPPEWA VALLEY TECHNICAL COLLEGE FOUNDATION 620 W CLAIREMONT AVENUE EAU CLAIRE WI 54701 391233557 501(C)(3) 22000 YEARLY ALLOCATION YMCA CHIPPEWA VALLEY 611 JEFFERSON AVENUE CHIPPEWA FALLS WI 54729 391308377 501(C)(3) 53802 YEARLY ALLOCATION STARTING POINTS INC 13 E SPRUCE ST SUITE 107 CHIPPEWA FALLS WI 54729 391811714 501(C)(3) 24908 YEARLY ALLOCATION CHIPPEWA AREA MENTOR PROGRAM 750 TROPICANA BOULEVARD CHIPPEWA FALLS WI 54729 396008493 501(C)(3) 12000 YEARLY ALLOCATION CHIPPEWA FALLS AREA SENIOR CENTER 1000 E GRAND AVENUE CHIPPEWA FALLS WI 54729 391673741 501(C)(3) 17000 YEARLY ALLOCATION CHIPPEWA COUNTY SPECIAL FRIENDS INC 1311 GREEN VIEW DRIVE CHIPPEWA FALLS WI 54729 391545999 501(C)(3) 12653 YEARLY ALLOCATION MOBILE MEALS OF CHIPPEWA FALLS 514 E COLUMBIA ST CHIPPEWA FALLS WI 54729 237260106 501(C)(3) 13000 YEARLY ALLOCATION THE OPEN DOOR CLINIC PO BOX 271 CHIPPEWA FALLS WI 54729 203673759 501(C)(3) 13720 YEARLY ALLOCATION ST JOSEPHS HOSPITAL VOLUNTEER CAREGIVERS PROGRAM 2661 COUNTY HIGHWAY I CHIPPEWA FALLS WI 54729 390810545 501(C)(3) 19854 YEARLY ALLOCATION 40 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: THE COMMUNITY IMPACT COMMITTEE APPROVES GRANT ALLOCATIONS AND THE AGENCY MONITORS THE OUTCOMES PROVIDED BY THE GRANT RECIPIENTS. FORM 990, PART VI, SECTION B, LINE 11 A COPY OF THE 990 IS PROVIDED TO MEMBERS OF THE FINANCE & AUDIT COMMITTEE FOR THEIR REVIEW. FORM 990, PART VI, SECTION B, LINE 12C EMPLOYEES, BOARD MEMBERS, AND VOLUNTEERS FILL OUT A CONFLICT OF INTEREST STATEMENT ANNUALLY. THE STATEMENTS ARE KEPT ON FILE IN THE ACCOUNTING DEPARTMENT. POTENTIAL CONFLICTS OF INTEREST ARE REFERRED FOR REVIEW TO THE EXECUTIVE DIRECTOR AND THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 15 STAFF AND EXECUTIVE DIRECTOR'S WAGES ARE REVIEWED ANNUALLY BY THE EXECUTIVE COMMITTEE AS PART OF THE BUDGET. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. 990 IS AVAILABLE AT GUIDESTAR.ORG CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -45,646. PRIOR PERIOD ADJUSTMENTS: 11,896. TRANSFER TO UNITED WAY OF THE GREATER CHIPPEWA VALLEY ENDOWMENT CORPORATION -315,000. TOTAL TO FORM 990, PART XI, LINE 5: -348,750. UNITED WAY OF THE GREATER CHIPPEWA VALLEY ENDOWMENT CORPORATION 3603 N HASTINGS WAY SUITE 200 EAU CLAIRE WI 54703 391674713 BENEFIT OPERATIONS OF UWGCV, DISASTER RELIEF, OR SIMILAR ORG. IN THE AREA WI 501(C)3 TYPE II NONE 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 UNITED WAY OF THE GREATER CHIPPEWA VALLEY ENDOWMENT CORPORATION C 30000 AMOUNT RECEIVED UNITED WAY OF THE GREATER CHIPPEWA VALLEY ENDOWMENT CORPORATION B 315000 AMOUNT TRANSFERRED TO ENDOWMENT