2013-12-02T07:39:38-06:00 2013-06-30 410746749 CLIFTONLARSONALLEN LLP PO BOX 1347 RACINE WI 534011347 990 2012-07-01 390806285 UNITED WAY OF KENOSHA COUNTY INC UNIT 2626584104 5500 - 6TH AVE SUITE 210 KENOSHA WI 53140 TRACY NIELSEN 2626584104 2013-11-20 1 KIMBERLY ANDERSON CPA P00188889 2626379351 2013-11-20 2012 2015-11-30 17:44:51Z TRACY NIELSEN 5500 - 6TH AVENUE STE 210 KENOSHA WI 53140 783946 0 X WWW.KENOSHAUNITEDWAY.ORG X 1959 WI THE MISSION OF UNITED WAY OF KENOSHA COUNTY (UWKC) IS TO MOBILIZE THE CARING POWER OF OUR COMMUNITY AND RESOURCES TO ADDRESS PRIORITY NEEDS IN KENOSHA COUNTY BY MAKING LASTING IMPROVEMENTS ON HUMAN CARE ISSUES. 23 23 16 796 0 0 765731 774156 0 0 6290 1796 8479 6475 780500 782427 544435 460140 0 0 341030 298848 0 0 54339 128329 114542 1013794 873530 -233294 -91103 1214679 1063343 112478 52245 1102201 1011098 X THE MISSION OF UNITED WAY OF KENOSHA COUNTY (UWKC) IS TO MOBILIZE THE CARING POWER OF OUR COMMUNITY AND RESOURCES TO ADDRESS PRIORITY NEEDS IN KENOSHA COUNTY BY MAKING LASTING IMPROVEMENTS ON HUMAN CARE ISSUES. 0 0 534418 404462 COMMUNITY IMPACTAT UNITED WAY OF KENOSHA COUNTY WE BELIEVE THAT EVERYONE DESERVES OPPORTUNITIES FOR A GOOD LIFE THAT LEADS TO A QUALITY EDUCATION THAT LEADS TO A STABLE JOB, ENOUGH INCOME TO SUPPORT A FAMILY THROUGH RETIREMENT AND GOOD HEALTH. UNITED WAY OF KENOSHA COUNTY (UWKC) IS COMMITTED TO SUPPORTING PROGRAMS AND INITIATIVES THAT PROVIDE COMMUNITY SOLUTIONS AND DELIVER MEASURABLE RESULTS. OUR GOALS AND OUTCOMES ARE GENERATED THROUGH THE ANALYSIS OF COMMUNITY NEED THROUGH THE PRODUCTION OF AN ANNUAL COMMUNITY SNAPSHOT, WHICH OUTLINES THE CURRENT COMMUNITY CONDITIONS, THROUGH THE DETAILED ANALYSIS OF LOCAL COMMUNITY PLANS, AND THROUGH THE LEADERSHIP OF UNITED WAY IN FORESIGHT 20/20, A COMMUNITY VISIONING PROCESS THAT IDENTIFIES KEY COUNTY-WIDE PRIORITIES. UNITED WAY IS GUIDED BY DIVERSE GROUPS OF VOLUNTEERS WHO ARE RESPONSIBLE FOR OVERSEEING UNITED WAY'S OPERATIONS AND THE ANNUAL INVESTMENT PROCESS. THE KEY FOCUS AREAS FOR UNITED WAY, BOTH LOCALLY AND NATIONALLY ARE EDUCATION, INCOME AND HEALTH. THE UNITED WAY OF KENOSHA COUNTY ADDRESSES THESE AREAS IN THE FOLLOWING WAYS:EDUCATION FOCUS AREAHELPING CHILDREN AND YOUTH ACHIEVE THEIR POTENTIALGOALS: - SCHOOL READINESS - ACADEMIC ACHIEVEMENT - PRODUCTIVE AND ENGAGED YOUNG ADULTSEDUCATION IS THE CORNERSTONE OF INDIVIDUAL AND COMMUNITY SUCCESS. BUT WITH MORE THAN 1.2 MILLION CHILDREN DROPPING OUT EACH YEAR, AMERICA FACES AN EDUCATION CRISIS. THE COST? MORE THAN $312 BILLION IN LOST WAGES, TAXES AND PRODUCTIVITY OVER THEIR LIFETIMES. THESE TRENDS ARE REVERSIBLE, BUT ONLY WHEN COMMUNITIES AND PUBLIC, PRIVATE AND NONPROFIT SECTORS WORK TOGETHER.UNITED WAY OF KENOSHA COUNTY WORKS TO ACHIEVE EDUCATION GOALS BY TAKING A LEADERSHIP ROLE IN:YOUTH AS RESOURCES (YAR)KENOSHA COUNTY YOUTH AS RESOURCES (YAR) IS A GRANT-GIVING PROGRAM WHICH FUNDS YOUTH-DESIGNED, YOUTH-LED COMMUNITY SERVICE PROJECTS IN KENOSHA COUNTY. YOUTH, WITH GUIDANCE FROM ADULTS, DETERMINE THE PROJECT THEY BELIEVE WILL ADDRESS A NEED IN THEIR COMMUNITY. YOUTH GROUPS MAY APPLY TO KENOSHA COUNTY YOUTH AS RESOURCES (YAR) FOR SMALL GRANTS OF UP TO $500 WHICH MAY BE USED TO PURCHASE SUPPLIES FOR THE PROJECT, BUT MAY NOT BE USED TO PAY FOR VOLUNTEER TIME. THE YAR BOARD READS ALL APPLICATIONS AND INVITES YOUTH GROUPS TO PRESENT THEIR PROPOSALS DIRECTLY TO THE BOARD.KENOSHA COUNTY YOUTH AS RESOURCES (YAR) WAS DEVELOPED OUT OF A NEED A NEED TO MAKE THE YOUTH OF KENOSHA COUNTY FEEL MORE CONNECTED TO THEIR COMMUNITY. ACCORDING TO RESULTS FROM A 2010 SEARCH INSTITUTE SURVEY OF KENOSHA COUNTY YOUTH, ONLY 27% FEEL THAT THEY ARE GIVEN USEFUL ROLES IN THE COMMUNITY. AN EVEN LOWER 25% OF YOUTH FEEL THAT ADULTS VALUE THEM. KENOSHA COUNTY YOUTH AS RESOURCES (YAR) IS A PROGRAM OF UNITED WAY OF KENOSHA COUNTY IN PARTNERSHIP WITH KENOSHA COUNTY UNIVERSITY OF WISCONSIN - EXTENSION.DURING THE 2012-2013 PROGRAM YEAR, YAR FUNDED 12 GRANTS, DISTRIBUTED $4,600 AND HAD 311 YOUTH PARTICIPANTS. SINCE THE PROGRAM'S BEGINNING IN 2005, YAR HAS FUNDED 98 GRANTS, DISTRIBUTED $35,520 AND ENGAGED MORE THAN 3,570 YOUTH.READERS ARE LEADERS PROGRAMEACH YEAR AS PART OF THE NATIONAL "READ ACROSS AMERICA" EVENT THAT CELEBRATES THE BIRTHDAY OF DR. SEUSS IN MARCH, UNITED WAY OF KENOSHA COUNTY ORGANIZES "READERS ARE LEADERS" TO SHARE THE JOY OF READING WITH LOCAL ELEMENTARY SCHOOL STUDENTS. IN 2013, THE FIFTH YEAR OF THE PROGRAM, 200 LOCAL COMMUNITY LEADERS VOLUNTEERED THEIR TIME TO READ AT 23 ELEMENTARY SCHOOLS IN 164 CLASSROOMS ACROSS KENOSHA COUNTY, IMPACTING 4,279 CHILDREN. THE PROGRAM GREW NEARLY 200 PERCENT IN THE PAST YEAR!ADDITIONALLY, THROUGH A VOLUNTEER-LED REVIEW PROCESS, UNITED WAY OF KENOSHA COUNTY INVESTS IN PROGRAMS SUCH AS: - ELCA URBAN OUTREACH'S GRACE SAFE PLACE YOUTH SUMMER PROGRAM - KENOSHA YMCA'S FRANK NEIGHBORHOOD PROJECT - KENOSHA ACHIEVEMENT CENTER'S HANEN PROGRAM - BOYS AND GIRLS CLUB'S YOUTH EMPOWERMENT PROGRAM - GIRL SCOUTS OF WISCONSIN SOUTHEAST'S URBAN OUTREACH INITIATIVES - WOMEN AND CHILDREN'S HORIZONS' CHILDREN'S SERVICES - SHALOM CENTER'S EMERGENCY FAMILY SHELTERINCOME FOCUS AREAPROMOTING FINANCIAL STABILITY AND INDEPENDENCEGOALS: - INDIVIDUALS IMPROVE LIVING AND EMPLOYABILITY SKILLS - INDIVIDUALS DEMONSTRATE MANAGEMENT AND ACQUISITION OF ASSETSAS MANY AS ONE-THIRD OF WORKING AMERICANS DO NOT EARN ENOUGH MONEY TO MEET THEIR BASIC NEEDS. WAGES HAVE NOT KEPT PACE WITH THE RISING COST OF HOUSING, HEALTHCARE, AND EDUCATION AND CURRENTLY, 40 MILLION AMERICANS ARE WORKING IN LOW-PAYING JOBS WITHOUT BASIC HEALTH AND RETIREMENT BENEFITS. FOR FAMILIES WALKING A FINANCIAL TIGHTROPE, UNABLE TO SAVE FOR COLLEGE, A HOME, OR RETIREMENT, UNITED WAY IS HERE TO HELP.UNITED WAY OF KENOSHA COUNTY WORKS TO ACHIEVE INCOME GOALS BY TAKING A LEADERSHIP ROLE IN:VOLUNTEER INCOME TAX ASSISTANCE PROGRAM (VITA)IN AN EFFORT TO PROMOTE FINANCIAL STABILITY AND ASSET BUILDING IN OUR COMMUNITY, THE KENOSHA VITA COALITION (UNITED WAY OF KENOSHA COUNTY, THE KENOSHA COUNTY JOB CENTER AND CARTHAGE COLLEGE) TOGETHER WITH IRS-CERTIFIED VOLUNTEERS ARE PROVIDING FREE INCOME TAX PREPARATION ASSISTANCE TO LOW-TO-MODERATE INCOME FAMILIES. PROGRAM GOALS:1. TO HELP LOW-TO-MODERATE INCOME FAMILIES (UP TO $49,000) WITH TAX PREPARATION. TAXPAYERS ARE ASSISTED WITH RECEIVING TAX CREDITS SUCH AS THE EARNED INCOME TAX CREDIT (EITC), A COMMONLY-OVERLOOKED CREDIT THAT MAY ADD MORE THAN A MONTH'S WORTH OF SALARY TO THE INDIVIDUAL OR FAMILY'S ANNUAL INCOME. 2. TO PROVIDE FINANCIAL LITERACY EDUCATION TO KENOSHA COUNTY RESIDENTS TO PROMOTE SELF-SUFFICIENCY THROUGH WEALTH BUILDING AND DEBT-REDUCTION OUTREACH PROGRAMS FOR THOSE OUTSIDE THE FINANCIAL MAINSTREAM. ASSETS GIVE PEOPLE A STAKE IN THEIR FUTURE AND IN THEIR COMMUNITY. IN 2013 (THE 2012 TAX SEASON) THE KENOSHA COUNTY VITA PROGRAM ENGAGED 81 INDIVIDUALS AS TAX PREPARERS, HELPED FILE 1,862 TAX RETURNS, AND HELPED RESIDENTS OBTAIN $1.368 MILLION IN REFUNDS.MONEY SMART WEEKMONEY SMART WEEK(R) IS A PUBLIC AWARENESS CAMPAIGN DESIGNED TO HELP CONSUMERS BETTER MANAGE THEIR PERSONAL FINANCES. THIS IS ACHIEVED THROUGH THE COLLABORATION AND COORDINATED EFFORT OF HUNDREDS OF ORGANIZATIONS ACROSS THE COUNTRY INCLUDING BUSINESSES, FINANCIAL INSTITUTIONS, SCHOOLS, LIBRARIES, NONPROFITS, GOVERNMENT AGENCIES AND THE MEDIA. THESE GROUPS COME TOGETHER ONCE A YEAR TO STRESS THE IMPORTANCE OF FINANCIAL LITERACY AND INFORM CONSUMERS ABOUT WHERE THEY CAN GET HELP. THE EFFORT WAS CREATED BY THE FEDERAL RESERVE BANK OF CHICAGO IN 2002. MONEY SMART WEEK PARTNERS WILL BE HOSTING THEIR EVENTS APRIL 20 - 27, 2013.MONEY SMART WEEK ALIGNS WITH UNITED WAY OF KENOSHA COUNTY'S DESIRED OUTCOME THAT CENTERS ON INDIVIDUALS DEMONSTRATING MANAGEMENT AND ACQUISITION OF ASSETS. THIS WEEK ALSO NICELY CORRELATES TO THE WORK DONE THROUGH THE VOLUNTEER INCOME TAX ASSISTANCE (VITA) PROGRAM.FINANCIAL EDUCATION NETWORKIN 2013, UNITED WAY OF KENOSHA COUNTY FORMED THE FINANCIAL EDUCATION NETWORK. THE NETWORK WAS CREATED AROUND THE IDEA OF PROMOTING A MORE FINANCIALLY STABLE KENOSHA COUNTY. THROUGH COLLABORATION OF NON-PROFIT, BUSINESS, HEALTH, EDUCATION, GOVERNMENT AND FAITH-BASED SECTORS, THE FEN HOPES TO CREATE A ONE-STOP-SHOP FOR KENOSHA COUNTY RESIDENTS TO ACCESS RESOURCES ON FINANCIAL EDUCATION. CURRENTLY MORE THAN 36 ORGANIZATIONS REPRESENTING A VARIETY OF SECTORS ARE INVOLVED IN THE NETWORK.ADDITIONALLY, THROUGH A VOLUNTEER-LED REVIEW PROCESS, UNITED WAY OF KENOSHA COUNTY INVESTS IN PROGRAMS SUCH AS: - KENOSHA HUMAN DEVELOPMENT SERVICES TRANSITIONAL HOUSING FOR HOMELESS YOUTH & ADULTS - KENOSHA LITERACY COUNCIL'S LITERACY FOR LIFE ADULT EDUCATION PROGRAM - SHALOM CENTER'S EMERGENCY FAMILY SHELTER PROGRAM - SHALOM CENTER'S INTERFAITH NETWORK NIGHTLY SHELTERHEALTH FOCUS AREAIMPROVING PEOPLE'S HEALTHGOALS: - INDIVIDUALS DEMONSTRATE SKILLS FOR HEALTHY LIVING - INDIVIDUALS ACCESS HEALTH AND SAFETY RESOURCESWHETHER IT IS A NEIGHBOR WITHOUT HEALTH INSURANCE, A VICTIM OF ABUSE OR SOMEONE STRUGGLING WITH MENTAL ILLNESS OR AN ADDICTION, UNITED WAY IS WORKING TO ENSURE EVERYONE HAS ACCESS TO AFFORDABLE AND QUALITY CARE.UNITED WAY OF KENOSHA COUNTY WORKS TO ACHIEVE HEALTH GOALS BY TAKING A LEADERSHIP ROLE IN:FAMILYWIZE DISCOUNT PRESCRIPTION PROGRAMNEARLY 1,000 UNITED WAYS ARE PARTNERED WITH FAMILYWIZE IN ALL 50 STATES TO LOWER THE COST OF MEDICINE BY DISTRIBUTING FREE FAMILYWIZE PRESCRIPTION DRUG DISCOUNT CARDS. THESE FREE DISCOUNT CARDS ARE FOR ALL EMPLOYEES, AS WELL AS THEIR FAMILY, FRIENDS AND NEIGHBORS IN OUR COMMUNITY AND ACROSS THE COUNTRY. THE DISCOUNT CARD DOESN'T MAKE THE MEDICINE FREE, BUT WITH SAVINGS UP TO 75%, IT'S REAL HELP, RIGHT NOW.IN 2012, 14,662 FAMILYWIZE CLAIMS WERE MADE IN KENOSHA COUNTY, SAVING RESIDENTS $231,756 IN PRESCRIPTION COSTS. 94724 COMMUNITY SERVICES AND VOLUNTEERISMIN ADDITION TO LEADING INITIATIVES AND SUPPORTING PROGRAMS THROUGH THE INVESTMENT PROCESS, UNITED WAY OF KENOSHA COUNTY PLAYS A ROLE IN ENSURING THAT COMMUNITY MEMBERS ARE ALSO ABLE TO UTILIZE THEIR TIME AND TALENTS TO MAKE A DIFFERENCE. WE DO SO IN THE FOLLOWING WAYS: VOLUNTEER CENTERUNITED WAY OF KENOSHA COUNTY IS COMMITTED TO HELPING KENOSHA COUNTY RESIDENTS FIND ALTERNATIVE WAYS OF GIVING IN THE COMMUNITY. UNITED WAY UTILIZES VOLUNTEERS THROUGHOUT THE ORGANIZATION AND VALUES AND REALIZES HOW IMPORTANT THE GIFT OF TIME CAN BE TO ANY NON-PROFIT ORGANIZATION. THIS PAST YEAR UNITED WAY LAUNCHED GET CONNECTED, A WEB-BASED PLATFORM THAT ALLOWS AGENCIES TO POST VOLUNTEER OPPORTUNITIES, IN-KIND NEEDS, EMPLOYMENT OPPORTUNITIES AND UPCOMING EVENTS. IT IS A PLACE WHERE INDIVIDUALS AND FAMILIES CAN EASILY SEARCH AND FIND OPPORTUNITIES TO UTILIZE THEIR INDIVIDUAL TALENTS AND MEET THEIR INTERESTS.IN ADDITION TO FOSTERING YEAR-ROUND VOLUNTEERISM THROUGH GET CONNECTED, UNITED WAY OF KENOSHA COUNTY ORGANIZES SEVERAL LARGE-SCALE VOLUNTEER EFFORTS EACH YEAR TO HELP CONNECT INDIVIDUALS AND EMPLOYEES WITH THE LOCAL COMMUNITY AND LOCAL NONPROFIT ORGANIZATIONS.DAY OF CARINGCORPORATE PARTNERS, FAMILIES AND INDIVIDUALS ARE INVITED TO JOIN US FOR ONE SATURDAY IN SEPTEMBER THAT HELPS CONNECT HUNDREDS OF VOLUNTEERS TO THE KEY NEEDS OF LOCAL NONPROFIT ORGANIZATIONS. THIS EVENT OFFERS VOLUNTEER OPPORTUNITIES THAT RANGE FROM WORKING WITH SENIORS, TO PAINTING OR LANDSCAPING. ON SEPTEMBER 22, 2012, 175 VOLUNTEERS WORKED AT 20 DIFFERENT PROJECT SITES.DAY OF ACTIONON JUNE 21, THE LONGEST DAY OF THE YEAR, UNITED WAY OF KENOSHA COUNTY WORKED TO PROVIDE PEOPLE IN THE COMMUNITY WITH THE BARE NECESSITIES SOCKS, UNDERWEAR, PAJAMAS, UNDERSHIRTS, ETC. THERE WERE 45 COLLECTION SITES, 3,500 ITEMS WERE COLLECTED AND THEN DISTRIBUTED TO 13 KENOSHA COUNTY AGENCIES. LABOR COMMUNITY SERVICESTHE LABOR COMMUNITY SERVICES COMPONENT OF THE COMMUNITY SERVICES PROGRAM ALIGNS ITS GOALS AND OBJECTIVES WITH THE GOALS AND OBJECTIVES OF THE COMMUNITY SERVICES PROGRAM, THE COMMUNITY IMPACT MODEL AND THE NATIONAL AFL-CIO COMMUNITY SERVICES PROGRAM. IT WAS DESIGNED TO PROMOTE, MOBILIZE AND BUILD LABOR SUPPORT AND INCREASE CAPACITY TO MEET UNITED WAY'S STRATEGIC PLAN GOALS AND TO HELP ADDRESS COMMUNITY NEEDS. AFL-CIO COMMUNITY SERVICES LIAISON WORKS HAND AND HAND WITH KENOSHA COUNTY'S DISLOCATED WORKERS PROGRAM COORDINATOR IN HELPING WORKERS WHO HAVE BEEN LAID OFF OR DISPLACED FROM THEIR EMPLOYMENT. LABOR COMMUNITY SERVICES PROMOTES INCREASING LABOR PARTICIPATION IN UNITED WAY OF KENOSHA COUNTY'S ANNUAL CAMPAIGN, COMMITTEES AND ACTIVITIES; AND ALSO INCREASING LABOR VOLUNTEERISM AND COMMUNITY INVOLVEMENT THROUGHOUT KENOSHA COUNTY. AND IT PROVIDES ONGOING COMMUNITY OUTREACH ACTIVITIES FOR WORKING AND NON-WORKING INDIVIDUALS AND FAMILIES. 55678 55678 WE PROCESSED $55,678 IN DONOR-DESIGNATED FUNDS. DONOR-DESIGNATED FUNDS ARE CONTRIBUTIONS SPECIFICALLY DIRECTED BY THE DONOR TO BE FORWARDED TO OTHER NONPROFIT ORGANIZATIONS, SO UNITED WAY ACTS SIMPLY AS AN AGENT THAT COLLECTS, PROCESSES AND DISBURSES THE FUNDS. WE PROVIDE THIS SERVICE AS A CONVENIENCE TO OUR DONORS. DESIGNATED AGENCIES MUST COMPLETE AND RETURN AN ANTI-TERRORIST COMPLIANCE MEASURES FORM AND A COPY OF THEIR IRS DETERMINATION LETTER MUST BE ON FILE IN ORDER FOR THEM TO RECEIVE FUNDS DESIGNATED TO THEM BY UWKC DONORS DURING OUR ANNUAL FUNDRAISING CAMPAIGN. 55678 55678 684820 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 1 16 1 0 0 0 0 0 0 0 0 0 0 0 0 X 23 23 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 WI X X TRACY NIELSEN CEO 2626584104 5500 - 6TH AVENUE STE 210 KENOSHA WI 53140 BRYAN ALBRECHT 1.00 X X 0 0 0 JENNIFER DOOLEY 1.00 X 0 0 0 DR MICHELE HANCOCK 1.00 X 0 0 0 DOUG BAKER 1.00 X 0 0 0 JEN FISHER 1.00 X 0 0 0 VIRGIL GENTZ 1.00 X 0 0 0 LEN IAQUINTA 1.00 X X 0 0 0 AARON TRAUTWEIN 1.00 X 0 0 0 BILL ROBERTS 1.00 X X 0 0 0 LAURIE STAVES 1.00 X X 0 0 0 VINCE INCANDELA 1.00 X 0 0 0 LAWRENCE KIRBY II 1.00 X 0 0 0 CHRIS OLSON 1.00 X 0 0 0 LOUISE PASKEY 1.00 X 0 0 0 CRAIG PHILLIPS 1.00 X 0 0 0 JANE SCHAEFER 1.00 X 0 0 0 ANNE KNAPP 1.00 X 0 0 0 DR GREGORY WOODWORD 1.00 X 0 0 0 PAUL MODICA 1.00 X 0 0 0 MILES HARTLEY 1.00 X 0 0 0 TERRY SIMMONS 1.00 X 0 0 0 DANNY CARLSON 1.00 X 0 0 0 TOM KELLEY 1.00 X 0 0 0 TRACY NIELSEN 50.00 X 21631 0 124 JOHN MILISAUSKAS 40.00 X 28900 0 0 SHERRY WESTHOFF 27.50 X 27394 0 1345 77925 0 1469 0 0 0 0 0 2059 20375 751722 31263 774156 3315 3315 1519 -1519 -1519 -1519 COST RECOVERY FEES 900099 6439 6439 MISCELLANEOUS 900099 36 36 6475 782427 6475 0 1796 460140 460140 100860 53671 34566 12623 144555 83363 44824 16368 4168 2218 1428 522 30677 16324 10514 3839 18588 10332 6048 2208 26734 12531 13343 860 1281 1202 58 21 3046 2206 661 179 10215 7672 2256 287 30000 15964 10282 3754 2804 1279 448 1077 795 795 5124 2727 1756 641 7026 3739 2408 879 2751 1464 943 344 PRINTING 8835 74 60 8701 EQUIPMENT RENTAL AND MA 6972 4010 2170 792 TELEPHONE 4291 2713 1156 422 DUES AND SUBSCRIPTIONS 1435 806 461 168 3233 1590 989 654 873530 684820 134371 54339 100 100 924932 795948 264256 235583 6293 7760 57476 33821 17858 23655 1240 297 1214679 1063343 112478 52245 112478 52245 X 378608 302265 723593 708833 1102201 1011098 1214679 1063343 -91103 0 X X 0 1 X 1 0 X 1135719 1017477 955375 765731 774156 4648458 1135719 1017477 955375 765731 774156 4648458 515400 4133058 18096 19847 14176 7378 3315 62812 1809 12629 19461 8479 6475 48853 4760123 0.86830 0.91000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5512 1654 3858 43644 26647 16997 8320 5520 2800 23655 X 744346 16078 16078 728268 54159 54159 782427 835449 16078 1519 17597 817852 55678 55678 873530 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES AS PROVIDED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION, HAVING QUALIFIED FOR EXEMPTION UNDER PROVISIONS OF THE INTERNAL REVENUE CODE, IS ALSO EXEMPT FROM STATE INCOME TAXES. THE FEDERAL TAX RETURNS OF THE ORGANIZATION FOR 2009, 2010, AND 2011 ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED. PART XI, LINE 4B - OTHER ADJUSTMENTS: DESIGNATED PLEDGES 55,678. LOSS ON DISPOSAL OF ASSETS NOT INCLUDED IN TOTAL REVENUE PER FINANCIALS -1,519. PART XII, LINE 2D - OTHER ADJUSTMENTS: LOSS ON DISPOSAL OF ASSETS NOT INCLUDED IN TOTAL EXPENSES 1,519. PART XII, LINE 4B - OTHER ADJUSTMENTS: DESIGNATED PLEDGES 55,678. 1 AIDS RESOURCE CENTER OF WI 820 N PLANKINTON AVENUE MILWAUKEE WI 53203 391534049 501(C)(3) 9243 DONOR DESIGNATED (1) HIV HEALTH CARE SERVICES BIG BROTHERSBIG SISTERS OF RACINE AND KENOSHA COUNTY INC 2302 DEKOVEN AVENUE SUITE B RACINE WI 53403 391052882 501(C)(3) 14645 1050 BOOK AMERICAN GIRL DOLLS DONOR DESIGNATED (1) ONE-TO-ONE OUTCOME BASED MENTORING BOYS & GIRLS CLUB OF KENOSHA INC 1715 52ND STREET KENOSHA WI 53140 391732935 501(C)(3) 36349 DONOR DESIGNATED (1) YOUTH EMPOWERMENT CHILDREN'S SERVICE SOCIETY OF WISCONSIN 708 57TH STREET SUITE 200 KENOSHA WI 53140 390806380 501(C)(3) 42920 1050 BOOK AMERICAN GIRL DOLLS DONOR DESIGNATED (1) CHILD AND FAMILY COUNSELING ELCA URBAN OUTREACH CENTER 2006 60TH STREET KENOSHA WI 53140 020638260 501(C)(3) 17525 1050 BOOK AMERICAN GIRL DOLLS DONOR DESIGNATED (1) GRACE SAFE PLACE GIRL SCOUTS OF SE WI 131 S 69TH STREET MILWAUKEE WI 53214 390892833 501(C)(3) 8800 1050 BOOK AMERICAN GIRL DOLLS DONOR DESIGNATED (1) URBAN OUTREACH INITIATIVES KENOSHA ACHIEVEMENT CENTER INC 1218 79TH STREET KENOSHA WI 53143 391399101 501(C)(3) 31955 DONOR DESIGNATED (1) HANEN KENOSHA AREA FAMILY & AGING SERVICES INC 7730 SHERIDAN ROAD KENOSHA WI 53143 391132382 501(C)(3) 18871 DONOR DESIGNATED (1) MEALS ON WHEELS KENOSHA HUMAN DEVELOPMENT SERVICES 5407 8TH AVENUE KENOSHA WI 53140 391200678 501(C)(3) 57044 SEE PART IV SUPPLEMENTAL INFORMATION KENOSHA LITERACY COUNCIL 2419 63RD STREET KENOSHA WI 53143 391601969 501(C)(3) 18660 DONOR DESIGNATED (1) LITERACY FOR LIFE ADULT EDUCATION PROGRAM KENOSHA YMCA 7101 53RD STREET KENOSHA WI 53144 390826296 501(C)(3) 12754 1050 BOOK AMERICAN GIRL DOLLS DONOR DESIGNATED (1) FRANK NEIGHBORHOOD PROJECT WOMEN AND CHILDREN'S HORIZONS INC 2525 63RD STREET KENOSHA WI 53143 391278299 501(C)(3) 46741 1050 BOOK AMERICAN GIRL DOLLS DONOR DESIGNATED (1) LEGAL ADVOCACY AND CHILDREN'S SERVICES KENOSHA COUNTY INTERFAITH HUMAN CONCERNS NETWORK 1713 62ND STREET KENOSHA WI 53143 391480124 501(C)(3) 79395 1050 BOOK AMERICAN GIRL DOLLS DONOR DESIGNATED (1) EMERGENCY FAMILY SHELTER AND INTERFAITH NETWORK NIGHTLY SHELTER (INNS) 13 0 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: PROGRAM FUNDING: UNDER THE COMMUNITY IMPACT MODEL, PROGRAMS SEEKING FUNDING MUST SUPPORT UNITED WAY OF KENOSHA COUNTY'S (UWKC) OBJECTIVES AND OUTCOMES WITHIN ONE OF THE THREE FOCUS AREAS, PARTICIPATE IN A SITE VISIT, COMPLETE A MID-YEAR AND YEAR-END REPORT ON PROGRAM RESULTS THROUGH OUTCOME-BASED MEASUREMENT AND ADDRESS AN IDENTIFIED PRIORITY NEED OR ISSUE IN THE COMMUNITY. AGENCIES THAT WISH TO APPLY FOR PROGRAM FUNDING THROUGH UWKC WILL BE EXPECTED TO SUBMIT ALL THE REQUIRED DOCUMENTATION. ALL PROGRAMS RECEIVING FUNDING FROM UWKC ARE EXPECTED TO ABIDE BY THE SAME REQUIREMENTS AND SIGN A PARTNER PROVIDER STATEMENT OF AGREEMENT. FOR FUNDING CONSIDERATION, AS A FIRST STEP THE FOLLOWING MUST BE MET: AGENCY CRITERIA - AN AGENCY MUST BE AN IRS-CERTIFIED 501(C) (3) HEALTH AND HUMAN SERVICE PROVIDER AND A STATE LICENSED ORGANIZATION THAT SERVES PEOPLE OF KENOSHA COUNTY IN WISCONSIN. - AN AGENCY MUST HAVE WRITTEN BY-LAWS AND A COMMUNITY BASED BOARD OF DIRECTORS, OR LOCAL ADVISORY COMMITTEE OF AT LEAST 5 MEMBERS OR MORE THAT MEETS AT LEAST QUARTERLY. - AN AGENCY MUST COMPLY WITH AUDIT REQUIREMENTS STATED IN UWKC POLICIES. - THE FOLLOWING DOCUMENTATION IS REQUIRED AND MUST BE ON FILE WITH UWKC: - AGENCY CONSTITUTION OR BY-LAWS - ARTICLES OF INCORPORATION - ANTI-TERRORIST COMPLIANCE MEASURES FORM - COPY OF IRS DETERMINATION LETTER - COPY OF "CHARITABLE" ORGANIZATION LICENSE - MOST CURRENT IRS FORM 990 - COPY OF MOST RECENT AUDIT - OPERATION BUDGET FOR THE MOST CURRENT FISCAL YEAR - AGENCY BOARD-APPROVED POLICIES FOR EQUAL OPPORTUNITY - CURRENT LIST OF THE BOD PROGRAM CRITERIA - THE PROGRAM'S ABILITY TO MEET CRITICAL COMMUNITY NEEDS IN EDUCATION, INCOME AND HEALTH AS IDENTIFIED BY UNITED WAY OF KENOSHA COUNTY. - THE ALIGNMENT OF PROGRAM OUTCOMES TO THE FOCUS AREA OUTCOMES AND OBJECTIVES AS THEY RELATE TO UNITED WAY OF KENOSHA COUNTY FOCUS AREA OUTCOMES AND OBJECTIVES. - THE SUCCESS OF THE PROGRAM IN ACHIEVING ITS OUTCOME(S) AND INDICATOR(S) RELATED TO UNITED WAY OF KENOSHA COUNTY TARGET OUTCOMES. - THE ABILITY OF PARTNER PROVIDER REPRESENTATIVES TO CLEARLY COMMUNICATE PROGRAM RESULTS. - THE INTEGRITY OF THE PARTNER PROVIDER'S FINANCIAL MANAGEMENT. REPORTING REQUIREMENTS: (THE FOLLOWING REPORTING REQUIREMENTS MUST BE FOLLOWED IN ORDER TO RECEIVE FUNDING. NON-COMPLIANCE MAY RESULT IN FUNDS BEING WITHHELD AND STATEMENT OF AGREEMENT TERMINATED): A. THE PARTNER PROVIDER AGREES TO PROVIDE REQUIRED MID-YEAR AND YEAR-END PROGRAM REPORTS PERTAINING TO THE PROVISION OF SERVICES, CLIENT DEMOGRAPHICS, OUTCOMES AND ALL OTHER REQUIRED INFORMATION. THESE REPORTS WILL BE DUE ANNUALLY ON JANUARY 31ST AND JUNE 30TH. B. THE PARTNER PROVIDER FURTHER AGREES TO ADDRESS ANY CONCERNS AND MEET ANY CONDITIONS OF FUNDING SET FORTH BY UNITED WAY BY THE REQUIRED TIMELINES. C. THE PARTNER PROVIDER OR FISCAL AGENT MUST HAVE AN AUDIT COMPLETED ANNUALLY BY A CERTIFIED PUBLIC ACCOUNTANT. (A FINANCIAL REVIEW MAY BE ACCEPTED IN LIEU OF AN AUDIT ONLY WITH PRIOR APPROVAL GRANTED BY THE COMMUNITY INVESTMENT COMMITTEE.) THE AUDIT WITH THE MANAGEMENT LETTER MUST BE SUBMITTED TO UNITED WAY OF KENOSHA COUNTY NO MORE THAN SIX MONTHS AFTER THE CLOSE OF THE AGENCY'S FISCAL YEAR. IF NO MANAGEMENT LETTER IS INCLUDED IN THE AUDIT, THE PARTNER PROVIDER'S BOARD OFFICER OR AUDITOR MUST NOTIFY UNITED WAY IN WRITING THAT NO LETTER WAS INCLUDED. UNITED WAY OF KENOSHA COUNTY RESERVES THE RIGHT UNDER SPECIAL CIRCUMSTANCES TO REQUIRE A FULL DISCLOSURE AUDIT. D. AT THE TIME OF APPLYING, THE PARTNER PROVIDER SHALL PRESENT A PROGRAM BUDGET THAT HAS BEEN PREPARED AND APPROVED BY ITS BOARD OF DIRECTORS OR GOVERNING BODY. THE PROGRAM BUDGET SUMMARY FORM AND BUDGET NARRATIVE MUST BE COMPLETED AS PART OF THE FUNDING APPLICATION. E. THE PARTNER PROVIDER SHALL OBTAIN PRIOR APPROVAL FROM UNITED WAY FOR SIGNIFICANT CHANGES IN PROGRAM DIRECTION, LEVELS OF SERVICE AND CLIENT GROUPS FOR PROGRAMS RECEIVING UNITED WAY SUPPORT. FAILURE TO DO SO MAY RESULT IN IMMEDIATE LOSS OF FUNDING. COLUMN (H) DESCRIPTION: DONOR DESIGNATED (1) - AN UNRESTRICTED GRANT MADE TO AN AGENCY AT THE DIRECTION OF THE DONOR(S) IN SUPPORT OF ITS GENERAL OPERATING COSTS. PART II, LINE 1, COLUMN (H): NAME OF ORGANIZATION OR GOVERNMENT: KENOSHA HUMAN DEVELOPMENT SERVICES (H) PURPOSE OF GRANT OR ASSISTANCE: DONOR DESIGNATED (1) JUVENILE CRISIS INTERVENTION AND TRANSISTIONAL HOUSING FOR HOMELESS YOUTH AND ADULTS GRANTS AND OTHER ASSISTANCE TO GOVERNMENTS AND ORGANIZATIONS $5,000 OR LESS AND THEREFORE NOT REPORTED SEPARATELY IN SCHEDULE I, PART II WERE $35,418 CASH GRANTS AND $22,470 NON-CASH ASSISTANCE. X 3 655 COST DONATED PROPERTY X OFFICE EQUIPMENT 3 365 COST DONATED PROPERTY X TOYS 284 29820 COST DONATED PROPERTY X SUPPLIES 2 423 COST DONATED PROPERTY 0 0 0 0 METHOD FOR DETERMINING NUMBER OF CONTRIBUTORS: PART I, COLUMN (B): NUMBER OF CONTRIBUTORS FOR "FOOD INVENTORY", "OFFICE EQUIPMENT", AND "SUPPLIES" ARE BASED ON THE NUMBER OF CONTRIBUTIONS FOR THE YEAR. NUMBER OF CONTRIBUTORS FOR "TOYS" IS BASED ON THE NUMBER OF ITEMS DONATED. PROGRAM SERVICE STATEMENT FORM 990, PART III, LINE 4A, DESCRIPTION OF PROGRAM SERVICE CONTINUED: INFANT MORTALITY - OH BABY! FAMILY HEALTH AND WELLNESS FAIR IN MAY, UNITED WAY OF KENOSHA COUNTY HOSTED THE OH BABY! FAMILY HEALTH AND WELLNESS FAIR, AN EVENT TO HELP EXPECTANT PARENTS AND FAMILIES GAIN INFORMATION ABOUT HEALTH AND WELLNESS IN A HANDS-ON AND INTERACTIVE WAY. AT THE EVENT, 125 PARTICIPANTS WERE ABLE TO TALK ONE-ON-ONE WITH MORE THAN 23 VENDORS. PRESENTATIONS WERE MADE ON SAFE SLEEPING PRACTICES, CAR SEAT SAFETY, CHILD NUTRITION AND STAYING ACTIVE. 25 PACK N' PLAYS, 15 CAR SEATS, SCOOTERS AND OTHER FAMILY-FUN ITEMS WERE RAFFLED TO ATTENDEES. THE EVENT WAS DONE IN PARTNERSHIP WITH LEADERSHIP KENOSHA, KENOSHA COMMUNITY FOUNDATION, KENOSHA ROTARY WEST, KLIHF, JUST ADD KIDS, AND SUBWAY. HEALTH RESOURCES UNITED WAY OF KENOSHA COUNTY WORKS IN PARTNERSHIP WITH THE KENOSHA COUNTY DIVISION OF HEALTH TO SHARE THE RESOURCES AVAILABLE IN OUR COMMUNITY: NURSING SERVICES, CLINIC INFORMATION, FLU INFORMATION, MENTAL HEALTH RESOURCES, ENVIRONMENTAL HEALTH SERVICES, SUICIDE PREVENTION, COUNSELING SERVICES IN KENOSHA COUNTY AND FAMILY AND CHILD HEALTH PROGRAMS (PRENATAL CARE COORDINATION, SAFE SLEEP, WIC, CAR SEAT SAFETY). ADDITIONALLY, THROUGH A VOLUNTEER-LED REVIEW PROCESS, UNITED WAY OF KENOSHA COUNTY INVESTS IN PROGRAMS SUCH AS: - SHALOM CENTER'S EMERGENCY FAMILY SHELTER - SHALOM CENTER'S INTERFAITH NETWORK NIGHTLY SHELTER (INNS PROGRAM) - AIDS RESOURCE CENTER OF WISCONSIN'S HIV HEALTH CARE SERVICES - ELCA OUTREACH CENTER'S WESTERN KENOSHA COUNTY PRESCRIPTION ASSISTANCE PROGRAM - CATHOLIC CHARITIES' BEHAVIORAL HEALTH AND COUNSELING PROGRAM - WOMEN AND CHILDREN'S HORIZONS' LEGAL ADVOCACY - WOMEN AND CHILDREN'S HORIZONS' CHILDREN'S SERVICES - KENOSHA AREA FAMILY & AGING SERVICES' MEALS ON WHEELS PROGRAM - KENOSHA ACHIEVEMENT CENTER'S HANEN PROGRAM - KENOSHA HUMAN DEVELOPMENT SERVICES' JUVENILE CRISIS INTERVENTION PROGRAM - CHILDREN'S SERVICE SOCIETY OF WISCONSIN'S CHILD AND FAMILY COUNSELING PROGRAM - HOPE COUNCIL ON ALCOHOL AND OTHER DRUG ABUSE'S TOO GOOD FOR DRUGS PROGRAM FORM 990, PART VI, SECTION B, LINE 11 FORM 990 IS REVIEWED BY THE FINANCE MANAGER, CEO, FINANCE COMMITTEE AND BOARD OF DIRECTORS PRIOR TO FILING IT WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ALL STAFF AND BOARD OF DIRECTORS REVIEW AND SIGN THE CODE OF ETHICS UPON THEIR START WITH UNITED WAY OF KENOSHA COUNTY. THE BOARD OF DIRECTORS ARE REQUIRED TO RESIGN THE POLICY ONCE A YEAR. FORM 990, PART VI, SECTION B, LINE 15A MEMBERS OF THE HUMAN RESOURCES COMMITTEE AND THE BOARD PRESIDENT PERFORM AN ANNUAL REVIEW OF THE CEO'S COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE UPON REQUEST AND FINANCIAL STATEMENTS ARE ALSO AVAILABLE ON WEBSITE FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR. 2012 OVERHHEAD CALCULATION ($134,371+$54,339)/$782,427=24.1% OVERHEAD RATIO CALCULATION PART IX, LINE 25, COLUMN C (M&G EXPENSE)+COLUMN D (FUNDRAISING EXPENSE)/ PART VIII, LINE 12, COLUMN A (TOTAL REVENUE) NOTE: OVERHEAD CALCULATION WAS TAKEN FROM "IMPLEMENTATION STANDARDS FOR MEMBERSHIP REQUIREMENT A-TAX EXEMPT STATUS & IRS FORM 990 REPORTING REQUIREMENTS" DATED SEPTEMBER 2008, REVISED MAY 2011 AND ISSUED BY UNITED WAY WORLDWIDE