2013-06-25T14:04:53-05:00 2012-12-31 391173131 SCHENCK SC 100 MARITIME DRIVE SUITE 2B MANITOWOC WI 542206805 990 2012-01-01 391099039 UNITED WAY MANITOWOC COUNTY INC UNIT 9206828888 1704 MEMORIAL DRIVE MANITOWOC WI 54220 TRACY GEENEN 9206828888 2013-06-18 1 KELLY BLOCK CPA P00199509 9206845500 2012 2016-03-07 17:11:31Z TRACY GEENEN 1704 MEMORIAL DRIVE MANITOWOC WI 54220 859536 0 X WWW.UNITEDWAYMANITOWOCCOUNTY.ORG X 1930 WI UNITED WAY MANITOWOC COUNTY ENVISIONS A COMMUNITY WHERE ALL INDIVIDUALS AND FAMILIES ACHIEVE THEIR POTENTIAL THROUGH EDUCATION, INCOME STABILITY AND HEALTHY LIVES. WE IMPROVE QUALITY OF LIFE THROUGH VOLUNTEER AND RESOURCE DEVELOPMENT, PARTNERSHIP BUILDING AND ADVOCACY. WE ARE AN INTERACTIVE GROUP OF DIVERSE PERSONS WHO SHARE A COMMON INTEREST OF IMPROVING THE QUALITY OF LIFE. WE ARE ACCOUNTABLE FOR THE STEWARDSHIP OF DONATED RESOURCES. WE STRIVE TO BE TRANSPARENT IN EVERYTHING WE DO. WE DEVELOP AND NURTURE PARTNERSHIPS, MATCHING RESOURCES WITH NEEDS. OUR STEADFAST BELIEF IN PERSONAL ACCOUNTABILITY CULTIVATES AN ENVIRONMENT OF CONSISTENT AND RELIABLE DECISION MAKING. HONESTY, RESPECT AND FAIRNESS GUIDE OUR DECISION MAKING PROCESS AT ALL LEVELS. WE SUPPORT AN ENVIRONMENT THAT PROMOTES CARING BEHAVIOR, BUILDS SELF ESTEEM, CREATES PRODUCTIVE CITIZENS, IMPROVES HEALTH AND PROVIDES EXPECTATIONS AND BOUNDARIES. WE ESTABLISH GOALS, BASED ON COMMUNITY NEEDS, THAT RESULT IN MEANINGFUL CHANGE. 19 19 5 740 0 0 597994 807941 0 0 6038 2862 1670 32823 605702 843626 633710 784057 0 0 171782 184257 1004 0 68734 84042 86146 890538 1054460 -284836 -210834 1465372 1390540 49901 155451 1415471 1235089 X UNITED WAY MANITOWOC COUNTY ENVISIONS A COMMUNITY WHERE ALL INDIVIDUALS AND FAMILIES ACHIEVE THEIR POTENTIAL THROUGH EDUCATION, INCOME STABILITY AND HEALTHY LIVES. WE IMPROVE QUALITY OF LIFE THROUGH VOLUNTEER AND RESOURCE DEVELOPMENT, PARTNERSHIP BUILDING AND ADVOCACY. WE ARE AN INTERACTIVE GROUP OF DIVERSE PERSONS WHO SHARE A COMMON INTEREST OF IMPROVING THE QUALITY OF LIFE. WE ARE ACCOUNTABLE FOR THE STEWARDSHIP OF DONATED RESOURCES. WE STRIVE TO BE TRANSPARENT IN EVERYTHING WE DO. WE DEVELOP AND NURTURE PARTNERSHIPS, MATCHING RESOURCES WITH NEEDS. OUR STEADFAST BELIEF IN PERSONAL ACCOUNTABILITY CULTIVATES AN ENVIRONMENT OF CONSISTENT AND RELIABLE DECISION MAKING. HONESTY, RESPECT AND FAIRNESS GUIDE OUR DECISION MAKING PROCESS AT ALL LEVELS. WE SUPPORT AN ENVIRONMENT THAT PROMOTES CARING BEHAVIOR, BUILDS SELF ESTEEM, CREATES PRODUCTIVE CITIZENS, IMPROVES HEALTH AND PROVIDES EXPECTATIONS AND BOUNDARIES. WE ESTABLISH GOALS, BASED ON COMMUNITY NEEDS, THAT RESULT IN MEANINGFUL CHANGE. 0 0 849991 743757 THE PURPOSE OF UNITED WAY IS TO WORK IN PARTNERSHIP WITH OTHER ORGANIZATIONS, INCLUDING NON-PROFITS, BUSINESSES, EDUCATION, GOVERNMENT, AND OTHERS TO IDENTIFY AND DEVELOP SOLUTIONS TO ADDRESS PRIORITY HEALTH AND HUMAN SERVICE NEEDS IN OUR COMMUNITY. THROUGH A COMMUNITY IMPACT FUNDING MODEL, WE RAISE AND GRANT FUNDS TO PROGRAMS THAT CAN BEST ADDRESS THOSE NEEDS. 32500 32500 THE VENTURE GRANT PROCESS ENCOURAGES AND PROMOTES INNOVATIVE APPROACHES IN ADDRESSING NEEDS WITHIN UNITED WAY IMPACT AREAS. VENTURE GRANTS PROVIDE FUNDING FOR EMERGING AND UNMET NEEDS, PROVIDE FLEXIBILITY IN TRYING NEW APPROACHES WITH DEFINED OUTCOMES, SHORTEN TIMEFRAMES FOR RECEIVING FUNDS, AND PROVIDE A TIME-LIMITED GRANT. 7800 7800 2-1-1 IS A FREE AND CONFIDENTIAL INFORMATION AND REFERRAL RESOURCE; AN EASY TO REMEMBER PHONE NUMBER THAT CONNECTS INDIVIDUALS WITH RESOURCES IN OUR COMMUNITY. 2-1-1 OFFERS INFORMATION ON A BROAD RANGE OF SERVICES, INCLUDING RENT ASSISTANCE, FOOD BANKS, AFFORDABLE HOUSING, HEALTH RESOURCES, CHILD CARE, AFTER-SCHOOL PROGRAMS, ELDERLY CARE, FINANCIAL LITERACY, FLU SHOT CLINICS, AND JOB TRAINING PROGRAMS. 890291 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 1 0 0 0 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 2 1 1 5 1 0 0 0 0 0 0 0 0 X 19 19 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WI X X X TRACY GEENEN 9206828888 1704 MEMORIAL DRIVE MANITOWOC WI 54220 JONATHAN BURNS - TERM ENDS 2014 1.30 X 0 0 0 PEGGY PITZ - TERM ENDS 2013 1.30 X X 0 0 0 ATTORNEY JACK CASHMAN 1.50 X X 0 0 0 MARY MAURER - TERM ENDS 2014 1.30 X 0 0 0 KRISTIN KRACAW - TERM ENDS 2015 1.30 X X 0 0 0 PAUL KIEFFER - TERM ENDS 2013 1.30 X 0 0 0 SUSIE MARESH - TERM ENDS 2013 1.30 X 0 0 0 SUBASH ANBU - TERM ENDS 2013 1.30 X X 0 0 0 RIDGE SCHOTT - TERM ENDS 2013 1.30 X 0 0 0 RICHARD NITSCH - TERM ENDS 2014 1.30 X 0 0 0 TARA BRISCH - TERM ENDS 2014 1.30 X 0 0 0 STUART AITKEN - TERM ENDS 2015 1.30 X 0 0 0 MICHELLE BIRSCHBACH - TERM ENDS 1.30 X 0 0 0 JANE DWORAK - TERM ENDS 2015 1.30 X 0 0 0 KIM ROONEY - TERM ENDS 2015 1.30 X 0 0 0 PETE TOONEN 2.00 X X 0 0 0 CHIEF TONY DICK - TERM ENDS 1.30 X 0 0 0 CHIEF JOE COLLINS - TERM ENDS 1.30 X 0 0 0 CHIEF DAVE FUNKHOUSER - TERM 1.30 X 0 0 0 LAURIE CRAWFORD 40.00 X 63012 0 6704 63012 0 6704 0 0 0 0 0 35804 200 771937 2512 807941 6112 6112 3250 -3250 -3250 -3250 7455 200 2367 5088 5088 19600 10293 9307 9307 MISCELLANEOUS REVENUE 900099 15751 15751 SERVICE FEE REVENUE 900099 2677 2677 18428 843626 18428 0 17257 784057 784057 69716 48802 10457 10457 84983 16554 42888 25541 14541 3041 8129 3371 15017 5867 5339 3811 6200 6200 3365 3365 219 99 120 19405 6835 4648 7922 9713 3915 3522 2276 6541 2268 2040 2233 4683 3883 538 262 7233 4340 723 2170 19659 7923 7129 4607 2786 1123 1010 653 DUES, SUBSCRIPTIONS 2981 1201 1081 699 PROFESSIONAL DEVELOPMEN 2162 482 433 1247 MISCELLANEOUS 1199 1199 1054460 890291 95435 68734 X 63331 45758 689999 613503 414563 426801 725 80 3135 5314 425548 181464 238619 244084 55000 55000 1465372 1390540 12293 15852 37608 139492 0 107 49901 155451 X 859377 642060 501094 538029 55000 55000 1415471 1235089 1465372 1390540 X -210834 30452 X X 0 1 X 1 0 X 1486037 891953 827006 597994 807941 4610931 1486037 891953 827006 597994 807941 4610931 137456 4473475 22681 6083 9784 11068 6112 55728 15061 23461 18600 12545 45483 115150 4781809 0.93550 0.95190 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 322213 32974 3788 351399 322399 8818 -5323 3681 322213 295594 30236 3431 322399 236494 8440 54184 3524 295594 320607 -81092 3021 236494 0.97200 0.02400 0.00400 0 1 1 361096 150284 210812 64452 31180 33272 244084 X 802079 11706 11706 790373 53253 53253 843626 982461 11706 11706 970755 83705 83705 1054460 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE ENDOWMENT TRUST FUND IS ORGANIZED EXCLUSIVELY FOR CHARITABLE PURPOSES FOR UNITED WAY MANITOWOC COUNTY, INC., WITHIN THE MEANING OF SECTION 501(C)3, WITH NO PART OF THE NET EARNINGS DISTRIBUTABLE TO ITS MEMBERS, TRUSTEES, OFFICERS OR OTHER PRIVATE PERSONS. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: THE ORGANIZATION HAS ADOPTED GUIDANCE FOR ACCOUNTING FOR UNCERTAINTIES IN INCOME TAXES WHICH IS PART OF FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ACCOUNTING STANDARDS CODIFICATION (ASC) 740-10, INCOME TAXES. THIS GUIDANCE INCREASES THE RELEVANCY AND COMPARABILITY OF FINANCIAL REPORTING BY CLARIFYING THE WAY ORGANIZATIONS ACCOUNT FOR UNCERTAINTIES IN INCOME TAXES FOR TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN. IT MAKES RECOGNITION AND MEASUREMENT MORE CONSISTENT AS WELL AS OFFERING CLEAR CRITERIA FOR SUBSEQUENTLY RECOGNIZING, DERECOGNIZING AND MEASURING SUCH TAX POSITIONS FOR FINANCIAL STATEMENT PURPOSES. PART XI, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATED FUNDS 53,253. PART XII, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATED FUNDS 83,705. GLOW GOLF 5830 200 5630 210 401 577 AWARDS DINNER 1825 1825 375 804 7655 200 7455 210 375 401 1381 2367 5088 19600 10000 293 0 19600 10000 293 10293 9307 WI 1 0 0 0 0.25000 0.75000 0 0 1 4-H CAMP TAPAWINGO 915 W TAPAWINGO RD MISHICOT WI 54228 391132088 501(C)(3) 5800 PROGRAM OPERATING COST; DONOR DESIGNATED FOR GENERAL SUPPORT AMERICAN RED CROSS 205 N 8TH STREET MANITOWOC WI 54220 530196605 501(C)(3) 49397 PROGRAM OPERATING COST; DONOR DESIGNATED FOR GENERAL SUPPORT ASSOCIATION FOR THE DEVELOPMENTALLY DISABLED 4932 SOUTH 10TH STREET MANITOWOC WI 54221 391646092 501(C)(3) 16380 PROGRAM OPERATING COST; DONOR DESIGNATED FOR GENERAL SUPPORT AURORA VISITING NURSE ASSOCIATION 5300 MEMORIAL DRIVE MANITOWOC WI 54220 390806180 501(C)(3) 6855 PROGRAM OPERATING COST; DONOR DESIGNATED FOR GENERAL SUPPORT BOY SCOUTS OF AMERICA BAY LAKES COUNCIL BSA 2555 NORTHERN ROAD PO BOX 267 APPLETON WI 549120267 221576300 501(C)(3) 25503 PROGRAM OPERATING COST; DONOR DESIGNATED FOR GENERAL SUPPORT BIG BROTHERS BIG SISTERS OF MANITOWOC COUNTY 810 WASHINGTON STREET MANITOWOC WI 542204528 391196384 501(C)(3) 69825 PROGRAM OPERATING COST; DONOR DESIGNATED FOR GENERAL SUPPORT CATHOLIC CHARITIES 206 NORTH 8TH STREET MANITOWOC WI 54220 390808438 501(C)(3) 53803 PROGRAM OPERATING COST; DONOR DESIGNATED FOR GENERAL SUPPORT DOMESTIC VIOLENCE CENTER 1127 SOUTH 22ND STREET MANITOWOC WI 54220 391354763 501(C)(3) 130518 PROGRAM OPERATING COST; DONOR DESIGNATED FOR GENERAL SUPPORT FAMILY CONNECTIONS 2508 SOUTH 8TH STREET SHEBOYGAN WI 53081 391688188 501(C)(3) 15326 PROGRAM OPERATING COST; DONOR DESIGNATED FOR GENERAL SUPPORT GIRL SCOUTS OF MANITOU COUNCIL 5212 WINDWARD COURT SHEBOYGAN WI 53083 390920672 501(C)(3) 28977 PROGRAM OPERATING COST; DONOR DESIGNATED FOR GENERAL SUPPORT HOLY FAMILY MEMORIAL INC 2300 WESTERN AVE PO BOX 1450 MANITOWOC WI 542211450 390806395 501(C)(3) 64466 PROGRAM OPERATING COST; DONOR DESIGNATED FOR GENERAL SUPPORT LAKESHORE CAP INC 702 STATE STREET PO BOX 2315 MANITOWOC WI 542212315 391214392 501(C)(3) 88481 PROGRAM OPERATING COST; DONOR DESIGNATED FOR GENERAL SUPPORT LEGAL ACTION OF WI INC 201 WEST WALNUT STREET SUITE 203 GREEN BAY WI 54301 391077192 501(C)(3) 11697 PROGRAM OPERATING COST; DONOR DESIGNATED FOR GENERAL SUPPORT LUTHERAN SOCIAL SERVICES 721 PARK STREET MANITOWOC WI 54220 390816746 501(C)(3) 32228 PROGRAM OPERATING COST; DONOR DESIGNATED FOR GENERAL SUPPORT YMCA OF MANITOWOCTWO RIVERS 205 MARITIME DRIVE PO BOX 471 MANITOWOC WI 542210471 391028773 501(C)(3) 30138 PROGRAM OPERATING COST; DONOR DESIGNATED FOR GENERAL SUPPORT MARCO SERVICES INC 1114 SOUTH 11TH STREET MANITOWOC WI 54220 391291807 501(C)(3) 29207 PROGRAM OPERATING COST; DONOR DESIGNATED FOR GENERAL SUPPORT THE SALVATION ARMY 411 NORTH 6TH STREET PO BOX 1867 MANITOWOC WI 542211867 390806889 501(C)(3) 76089 PROGRAM OPERATING COST; DONOR DESIGNATED FOR GENERAL SUPPORT 2-1-1 UNITED WAY FOX CITIES INC 1455 MIDWAY ROAD MENASHA WI 54952 390912895 501(C)(3) 7800 COMMUNITY COLLABORATION NORTHEASTERN WISCONSIN AREA HEALTH EDUCATION CENTER INC 925 SOUTH 15TH STREET MANITOWOC WI 54220 391825838 501(C)(3) 6904 PROGRAM OPERATING COST; DONOR DESIGNATED FOR GENERAL SUPPORT THE CROSSING OF MANITOWOC COUNTY INC 814 WASHINGTON ST PO BOX 2065 MANITOWOC WI 54221 203148598 501(C)(3) 11450 PROGRAM OPERATING COST; DONOR DESIGNATED FOR GENERAL SUPPORT PAINTING PATHWAYS CLUBHOUSE INC 1226 WASHINGTON STREET MANITOWOC WI 54220 260710289 501(C)(3) 11594 PROGRAM OPERATING COST; DONOR DESIGNATED FOR GENERAL SUPPORT OOSTBURG AREA UNITED FUND INC PO BOX 700198 OOSTBURG WI 53070 391305307 501(C)(3) 260 DONOR DESIGNATED FOR GENERAL SUPPORT MENTAL HEALTH AMERICA IN SHEBOYGAN COUNTY INC 2020 ERIE AVENUE SHEBOYGAN WI 53081 391018013 501(C)(3) 98 DONOR DESIGNATED FOR GENERAL SUPPORT HOLIDAY HOUSE OF MANITOWOC INC 2818 MEADOW LANE PO BOX 579 MANITOWOC WI 54221 390988532 501(C)(3) 282 DONOR DESIGNATED FOR GENERAL SUPPORT COMMUNITY CHEST OF KIEL WISCONSIN PO BOX 302 KIEL WI 53042 391854973 501(C)(3) 566 DONOR DESIGNATED FOR GENERAL SUPPORT BAY AREA HUMANE SOCIETY AND ANIMAL SHELTER 1830 RADISSON STREET GREEN BAY WI 54302 390988577 501(C)(3) 100 DONOR DESIGNATED FOR GENERAL SUPPORT 4-H LEADERS ASSOCIATION - SHEBOYGAN COUNTY 5 UNIVERSITY DRIVE SHEBOYGAN WI 53081 391265478 501(C)(3) 182 DONOR DESIGNATED FOR GENERAL SUPPORT HEALTHY TEETH HEALTHY COMMUNITIES OF MANITOWOC COUNTY INC 925 SOUTH 15TH STREET MANITOWOC WI 54220 272945469 501(C)(3) 1991 DONOR DESIGNATED FOR GENERAL SUPPORT WISCONSIN LUTHERAN CHILD AND FAMILY SERVICE W175 N11120 STONEWOOD DRIVE GERMANTOWN WI 53022 391047224 501(C)(3) 98 DONOR DESIGNATED FOR GENERAL SUPPORT ADA FIRE DEPARTMENT W3984 HIGHWAY 32 ELKHART LAKE WI 53020 N/A 104 DONOR DESIGNATED FOR GENERAL SUPPORT AIDS RESOURCE CENTER OF WISCONSIN INC 820 NORTH PLANKINTON AVENUE MILWAUKEE WI 53203 391534049 501(C)(3) 120 DONOR DESIGNATED FOR GENERAL SUPPORT BIG BROTHERS BIG SISTERS OF NORTHEASTERN WISCONSIN INC 1345 WEST MASON ST GREEN BAY WI 54303 391274696 501(C)(3) 130 DONOR DESIGNATED FOR GENERAL SUPPORT PETERS PANTRY INC 843 SOUTH 21ST STREET MANITOWOC WI 54220 391642648 501(C)(3) 10 DONOR DESIGNATED FOR GENERAL SUPPORT AMERICAN CANCER SOCIETY N19 W24350 RIVERWOOD DRIVE WAUKESHA WI 53188 131788491 501(C)(3) 70 DONOR DESIGNATED FOR GENERAL SUPPORT FOCUS ON THE FAMILY 8605 EXPLORER DRIVE COLORADO SPRINGS CO 80920 953188150 501(C)(3) 130 DONOR DESIGNATED FOR GENERAL SUPPORT MARCH OF DIMES FOUNDATION 1275 MAMARONECK AVENUE WHITE PLAINS NY 10605 131846366 501(C)(3) 130 DONOR DESIGNATED FOR GENERAL SUPPORT NATIONAL PSORIASIS FOUNDATION 6600 SW 92ND AVENUE STE 300 PORTLAND OR 97223 930571472 501(C)(3) 52 DONOR DESIGNATED FOR GENERAL SUPPORT BROWN COUNTY UNITED WAY INC 1245 MAIN STREET GREEN BAY WI 54302 390806299 501(C)(3) 1726 DONOR DESIGNATED FOR GENERAL SUPPORT UNITED WAY OF FOX CITIES INC 1455 MIDWAY ROAD MENASHA WI 54952 390912895 501(C)(3) 160 DONOR DESIGNATED FOR GENERAL SUPPORT UNITED WAY OF SHEBOYGAN COUNTY INC 2020 ERIE AVENUE SHEBOYGAN WI 53081 390808471 501(C)(3) 2539 DONOR DESIGNATED FOR GENERAL SUPPORT UNITED WAY OF MID-MAINE INC PO BOX 91 WATERVILLE ME 04903 010233280 501(C)(3) 650 DONOR DESIGNATED FOR GENERAL SUPPORT UNITED WAY OF FRANKLIN COUNTY 182 S 2ND STREET CHAMBERSBURG PA 17201 251730590 501(C)(3) 250 DONOR DESIGNATED FOR GENERAL SUPPORT UNITED WAY OF DOOR COUNTY INC PO BOX 223 STURGEON BAY WI 54235 391799879 501(C)(3) 52 DONOR DESIGNATED FOR GENERAL SUPPORT UNITED WAY OF PORTAGE COUNTY INC 1100 CENTERPOINT DR STE 302 STEVENS POINT WI 54481 390831152 501(C)(3) 720 DONOR DESIGNATED FOR GENERAL SUPPORT MANITOWOC COUNTY AGING AND DISABILITY RESOURCE CENTER PO BOX 935 MANITOWOC WI 54221 N/A 140 DONOR DESIGNATED FOR GENERAL SUPPORT UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY 1709 BENJAMIN FRANKLIN PARKWAY PHILADELPHIA PA 19103 231556045 501(C)(3) 520 DONOR DESIGNATED FOR GENERAL SUPPORT THE SALVATION ARMY OF GREATER SHEBOYGAN PO BOX 1207 SHEBOYGAN WI 53081 501(C)(3) 26 DONOR DESIGNATED FOR GENERAL SUPPORT DONOR DESIGNATED FOR GENERAL SUPPORT 45 2 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: GRANTS FOR PROGRAM OPERATING COSTS ARE RESTRICTED GRANTS MADE TO AGENCIES IN SUPPORT OF THE COSTS ASSOCIATED WITH A SPECIFIC PROGRAM THAT IT OPERATES. THE UNITED WAY IMPACT COMMITTEE BIANNUALLY REVIEWS THE ACCOMPLISHMENTS OF FUNDED PROGRAMS, INCLUDING USE OF GRANTED FUNDS AND PROGRESS TOWARD OUTCOMES. DURING THE APPLICATION PROCESS AND PRIOR TO DETERMINING FUNDING, THE COMMITTEE MAY REQUEST AGENCY PRESENTATIONS TO CLARIFY INFORMATION OR ADDRESS ANY CONCERNS. THE IMPACT APPLICATION REQUIRES THAT AGENCIES PROVIDE FINANCIAL/BUDGET INFORMATION SPECIFIC TO THE PROGRAM FOR WHICH FUNDS ARE BEING REQUESTED. THIS ALLOWS THE COMMITTEE TO OBTAIN A CLEAR PICTURE FOR HOW FUNDS ARE BEING USED. IN ADDITION TO STANDARD BUDGET/FINANCIAL REPORTING, WE REQUIRE AGENCIES TO SIGN A STATEMENT OF AGREEMENT THAT SETS EXPECTATIONS FOR BOTH PARTIES. GRANTEES UNDERGO SCREENING PRIOR TO DISTRIBUTION OF FUNDING WHICH INCLUDES VERIFICATION OF COMPLIANCE WITH THE PROVISIONS OF THE PARTIOT ACT AND VERIFICATION OF CURRENT STATUS AS A TAX EXEMPT ORGANIZATION. ADDITIONALLY, GRANTEES MUST SIGN AN ANTI-TERRORISM COMPLIANCE AND CHARITABLE STATUS FORM ATTESTING THAT ALL UNITED WAY FUNDS AND DONATIONS WILL BE USED IN COMPLIANCE WITH ALL APPLICABLE ANTI-TERRORIST LAWS, STATUTES, AND EXECUTIVE ORDERS AND CERTIFY THAT THE ORGANIZATION IS ELIGIBLE TO RECEIVE CHARITABLE CONTRIBUTIONS AD DEFINED UNDER SECTION 170 (C) OF THE INTERNAL REVENUE CODE. ORGANIZATIONS RECEIVING DONOR DESIGNATED CONTRIBUTIONS UNDERGO SCREENING PRIOR TO DISTRIBUTION OF FUNDING WHICH INCLUDES VERIFICATION OF COMPLIANCE WITH THE PROVISIONS OF THE PARTIOT ACT AND VERIFICATION OF CURRENT STATUS AS A TAX EXEMPT ORGANIZATION. ADDITIONALLY, GRANTEES MUST SIGN AN ANTI-TERRORISM COMPLIANCE AND CHARITABLE STATUS FORM ATTESTING THAT ALL UNITED WAY FUNDS AND DONATIONS WILL BE USED IN COMPLIANCE WITH ALL APPLICABLE ANTI-TERRORIST LAWS, STATUTES, AND EXECUTIVE ORDERS AND CERTIFY THAT THE ORGANIZATION IS ELIGIBLE TO RECEIVE CHARITABLE CONTRIBUTIONS AD DEFINED UNDER SECTION 170 (C) OF THE INTERNAL REVENUE CODE. FORM 990, PART VI, SECTION A, LINE 4 THE ORGANIZATION'S BYLAWS WERE UPDATED IN 2012. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS REVIEWED BY OUR INDEPENDENT AUDITORS, AUDIT CHAIR AND UNITED WAY OPERATIONS MANAGER. THE OPERATIONS MANAGER DISTRIBUTES THE FORM 990 TO THE FINANCE-AUDIT COMMITTEE, GIVING THEM AN OPPORTUNITY TO REVIEW THE INFORMATION AND PREPARE ANY QUESTIONS PRIOR TO THE AUDITORS PRESENTING TO THE COMMITTEE. AFTER THE FINANCE-AUDIT COMMITTEE HAS APPROVED THE 990, IT IS DISTRIBUTED TO THE UNITED WAY BOARD OF DIRECTORS FOR REVIEW. AT THE BOARD MEETING, THE FORM 990 IS PRESENTED BY THE TREASURER. IF THERE ARE ANY MORE QUESTIONS NEEDING CLARIFICATION OR SUPPORTING DOCUMENTATION, THE OPERATIONS MANAGER WILL FOLLOW UP WITH APPROPRIATE DOCUMENTATION. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD AND COMMITTEE MEMBERS MUST SUBMIT A SIGNED CONFLICT OF INTEREST STATEMENT PRIOR TO PARTICIPATING IN BOARD AND/OR COMMITTEE MEETINGS. THESE STATEMENTS ARE FILED AT THE LOCAL UNITED WAY ON MEMORIAL DRIVE AND ARE AVAILABLE UPON REQUEST TO ANY BOARD OR COMMITTEE MEMBER. PRIOR TO ASSIGNING DUTIES FOR ANY UNITED WAY ACTIVITY, THE CHAIR OF THE COMMITTEE DISCUSSES POTENTIAL CONFLICTS OF INTEREST BY WORKING CLOSELY WITH THE UNITED WAY EXECUTIVE DIRECTOR. CONFLICTS OF INTEREST ARE AVOIDED BY PROPERLY DELEGATING TASKS AND MONITORING COMMITTEE OUTCOMES. FORM 990, PART VI, SECTION B, LINE 15 PERFORMANCE EVALUATIONS OF THE EXECUTIVE DIRECTOR SHALL BE PERFORMED JOINTLY BY THE BOARD CHAIR AND PERSONNEL COMMITTEE CHAIR. THE EVALUATION WILL BE BASED ON THE ACCOMPLISHMENT OF GOALS AND OBJECTIVES SET JOINTLY BY THE BOARD OF DIRECTORS AND THE EXECUTIVE DIRECTOR AND THE STANDARDS SET BY THE JOB DESCRIPTION. ANY RECOMMENDATIONS FOR SALARY OR BENEFIT ADJUSTMENTS OCCURS ANNUALLY AFTER THE ANNIVERSARY DATE. AN ANALYSIS FOR SIMILAR POSITIONS WITHIN THE GEOGRAPHIC AREA AND THE REVIEW OF MERIT ARE THE MAIN DETERMINANTS TO COMPENSATION. PERFORMANCE MANAGEMENT PLANS ARE REQUIRED OF THE OPERATIONS MANAGER, OFFICE ASSISTANT AND RESOURCE DEVELOPMENT COORDINATOR, AND ARE EVALUATED BY THE EXECUTIVE DIRECTOR. THE EVALUATIONS ARE BASED ON THE ACCOMPLISHMENT OF GOALS AND OBJECTIVES SET JOINTLY BY THE EXECUTIVE DIRECTOR, THE EMPLOYEES AND THE STANDARDS SET BY THE JOB DESCRIPTION. PERFORMANCE MANAGEMENT PLANS ARE EVALUATED QUARTERLY, AND ANY RECOMMENDATIONS FOR SALARY OR BENEFIT ADJUSTMENTS OCCURS ANNUALLY AFTER THE ANNIVERSARY DATE. AN ANALYSIS FOR SIMILAR POSITIONS WITHIN THE GEOGRAPHIC AREA AND THE REVIEW OF MERIT ARE THE MAIN DETERMINANTS TO COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 THE DOCUMENTS ARE AVAILABLE BY REQUEST, FOR REVIEW AT THE UNITED WAY OFFICE ON MEMORIAL DRIVE. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: NET DESIGNATIONS ADJUSTMENT 30,452. SELECTION OF INDEPENDENT ACCOUNTANT: FORM 990, PART XII, LINE 12C, INFORMATION ON OVERSIGHT OF AUDIT AND THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. UNITED WAY MANITOWOC COUNTY INC ENDOWMENT TRUST PO BOX 2345 MANITOWOC WI 542212345 396407991 CHARITABLE TRUST ADMINISTERED SOLELY FOR THE UNITED WAY MANITOWOC COUNTY INC WI 501(C)(3) 7 BOARD OF DIRECTORS 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0