2013-01-07T09:26:12-06:00 2012-06-30 410746749 CLIFTONLARSONALLEN LLP PO BOX 1347 RACINE WI 534011347 990 2011-07-01 390806285 UNITED WAY OF KENOSHA COUNTY INC UNIT 2626584104 5500 - 6TH AVE SUITE 210 KENOSHA WI 53140 TRACY NIELSEN 2626584104 2013-01-07 1 KIMBERLY ANDERSON CPA P00188889 2626379351 2011 2016-03-07 17:11:31Z TRACY NIELSEN 5500 - 6TH AVENUE STE 210 KENOSHA WI 53140 781588 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. 17 17 13 517 0 0 955375 765731 0 0 14176 6290 19461 8479 989012 780500 693009 544435 0 0 254103 341030 0 0 63929 144651 128329 1091763 1013794 -102751 -233294 1408263 1214679 72768 112478 1335495 1102201 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 594780 454302 COMMUNITY IMPACTUNITED WAY OF KENOSHA COUNTY (UWKC) IS COMMITTED TO FUNDING PROGRAMS THAT PROVIDE COMMUNITY SOLUTIONS AND DELIVER MEASURABLE RESULTS. OUR COMMUNITY IMPACT PROGRAM ALIGNS ITS GOALS, OBJECTIVES AND RECOMMENDATIONS FOR FUNDING WITH THE COMMUNITY'S AGENDA ON PRIORITY AREAS GENERATED THROUGH THE COMMUNITY SERVICES PROGRAM AND THE COMMUNITY IMPACT MODEL. THE MODEL INCLUDES 1) MOBILIZING THE COMMUNITY AND RESOURCES TO ADDRESS PRIORITY NEEDS, 2) TO MAKE MEASURABLE AND SUSTAINABLE CHANGES, AND 3) TO IMPROVE OVERALL COMMUNITY WELL BEING. BY FOLLOWING THIS MODEL, UNITED WAY FORMED THE BASIS FOR IDENTIFYING THE COMMUNITY'S AGENDA ON PRIORITY NEEDS WHICH LEAD TO THE CREATION OF A STRATEGIC PLAN TO ADDRESS THE PRIORITIES. THE COMMUNITY IMPACT PROGRAM IS GUIDED BY DIVERSE GROUPS OF VOLUNTEERS WHO ARE RESPONSIBLE FOR OVERSEEING UNITED WAY'S MULTI-YEAR FUND DISTRIBUTION PROCESS. THE PROCESS INCLUDES VOLUNTEER RECRUITMENT AND TRAINING, PRIORITIZING FUNDING ALLOCATIONS, REQUESTS FOR PROGRAM FUNDING, PROGRAM PRESENTATIONS, PROGRAM REVIEWS, AND RECOMMENDATIONS FOR FUNDING ALLOCATIONS. IN ADDITION, THE COMMUNITY IMPACT PROGRAM PROVIDES OUTCOMES AND MEASUREMENTS, DATA COLLECTION AND RESEARCH AND COMMUNITY STRATEGIC PLANNING. ALL ACTIVITIES ARE FOCUSED ON ACHIEVING COMMUNITY IMPACT. THE COMMUNITY IMPACT DEPARTMENT IS DIVIDED INTO THE FOLLOWING THREE FOCUS AREAS:STRONG FAMILIESTHE PURPOSE OF STRONG FAMILIES FOCUS AREA IS TO PROVIDE DEVELOPMENTAL AND EDUCATIONAL SERVICES FOR YOUTH AND FAMILIES INCLUDING SUPPORT PROGRAMS FOR AT-RISK AND WORKING POOR FAMILIES. WE ENVISION A COMMUNITY WHERE ALL CHILDREN ARE NURTURED BY INFORMED PARENTS/CAREGIVERS AND HAVE ACCESS TO SERVICES WHICH PREPARE THEM FOR SUCCESS IN SCHOOL AND LIFE. YOUTH HAVE THE RESOURCES AND OPPORTUNITIES TO ACHIEVE THEIR FULL POTENTIAL - TO BECOME PREPARED FOR A PRODUCTIVE ADULTHOOD TO MAKE A CONTRIBUTION TO THEIR COMMUNITY. WE ENVISION A COMMUNITY WHERE FAMILIES ARE STRONG AND HEALTHY. UNITED WAY SUPPORTS AND FUNDS PROGRAMS FOR LOW-INCOME AND AT-RISK YOUTH AND FAMILIES THAT ADDRESS THE FOLLOWING OBJECTIVES:YOUTH SERVICESOBJECTIVE: TO PROMOTE QUALITY, AFFORDABLE PROGRAMS THAT WILL ADDRESS THE CORE COMPETENCIES OF YOUTH DEVELOPMENT AND ARE IN LINE WITH THE SEARCH INSTITUTE'S 40 DEVELOPMENTAL ASSETS FAMILY SERVICES/EARLY-CHILDHOODOBJECTIVE: TO PROMOTE THE DEVELOPMENT OF HEALTHY, RESILIENT FAMILIES AND YOUNG CHILDREN BY PROVIDING ACCESS TO QUALITY PARENT EDUCATION/FAMILY SUPPORT SERVICES; EARLY CHILDHOOD DEVELOPMENT WORKSHOPS AND MENTORING SERVICES. PROGRAMMING IS PREDOMINANTLY PREVENTATIVE IN NATURE TO HELP FOSTER A STABLE HOME ENVIRONMENT.SPECIAL INITIATIVES FOR THE STRONG FAMILIES FOCUS AREA INCLUDE YOUTH AS RESOURCES (YAR), 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. THIS INITIATIVE IS IN PARTNERSHIP WITH UW - EXTENSION. ADDITIONALLY, FOR FOUR YEARS UNITED WAY OF KENOSHA COUNTY HAS OFFERED THE READERS ARE LEADERS PROGRAM AS PART OF THE NATIONAL EVENT READ ACROSS AMERICA. THIS PROGRAM IS DESIGNED TO FACILITATE THE OPPORTUNITY FOR LOCAL LEADERS TO SHARE THEIR JOY OF READING WITH ELEMENTARY SCHOOL STUDENTS. IN 2012 MORE THAN 70 VOLUNTEER LEADERS PARTICIPATED IN 12 ELEMENTARY SCHOOLS.HEALTHY PEOPLETHE PURPOSE OF THE HEALTHY PEOPLE FOCUS AREA IS TO PROMOTE AWARENESS, HEALTHY LIFESTYLES AND ACCESS TO HEALTH CARE FOR UNDERSERVED INDIVIDUALS AND FAMILIES AND TO PROMOTE PHYSICAL AND MENTAL HEALTH IN AN EFFORT TO IMPROVE HEALTH OUTCOMES FOR THE RESIDENTS OF KENOSHA COUNTY. THIS WILL BE ACHIEVED THROUGH A UNIFIED, COLLABORATIVE COMMUNITY APPROACH TO EDUCATION AND THE PROVISION OF ACCESSIBLE, AFFORDABLE PREVENTIVE AND RESPONSIVE HEALTH CARE SERVICES. THE THREE PRIMARY AREAS OF CONCENTRATION INCLUDE: ELIMINATING HEALTH DISPARITIES; ENSURING THAT THE UNDERSERVED RESIDENTS IN KENOSHA COUNTY HAVE ACCESS TO A PRIMARY CARE MEDICAL, DENTAL OR MENTAL HEALTH PROVIDERS; AND ENSURING THAT ALL RESIDENTS OF KENOSHA COUNTY LIVE LONGER, HEALTHIER LIVES WITH SPECIAL CONSIDERATION TO THE PHYSICALLY AND MENTALLY CHALLENGED.UNITED WAY SUPPORTS AND FUNDS HEALTHY PEOPLE PROGRAMS FOR LOW-INCOME AND AT-RISK YOUTH AND FAMILIES THAT ADDRESS THE FOLLOWING OBJECTIVES:HEALTH DISPARITIESOBJECTIVE: TO DECREASE BARRIERS AND HEALTH DISPARITIES BETWEEN SOCIO-ECONOMIC, ETHNIC AND UNDERSERVED GROUPSACCESS TO HEALTHCAREOBJECTIVE: INCREASE ACCESS TO PRIMARY MEDICAL (INCLUDING PRENATAL CARE), DENTAL AND MENTAL HEALTH CARE SERVICES TO UNDERINSURED AND UNDERSERVED POPULATIONS WITH AN EMPHASIS ON UNINSURED, LOW-INCOME, AND AT-RISK GROUPSMAXIMIZING INDEPENDENCEOBJECTIVE: PROVIDE ACCESS TO PROGRAMMING THAT WILL ASSIST PHYSICALLY AND MENTALLY CHALLENGED INDIVIDUALS TO LIVE LONGER AND HEALTHIER LIVES WHILE LIVING IN THE LEAST RESTRICTIVE ENVIRONMENT POSSIBLETHE SPECIAL INITIATIVE FOR THE HEALTHY PEOPLE FOCUS AREA IS INFANT MORTALITY. KENOSHA COUNTY HAS ONE OF THE HIGHEST RATIO RATES OF INFANT MORTALITY BETWEEN AFRICAN AMERICAN AND WHITE INFANT DEATHS. IN 2008, UWKC FORMED THE KENOSHA INFANT MORTALITY DELEGATION. MEMBERS OF 14 LOCAL NONPROFITS SERVE ON THE DELEGATION. THE GOAL IS TO DECREASE THE NUMBER OF INFANT DEATHS IN KENOSHA COUNTY AND TO ELIMINATE THE DISPARITY IN THE RATE OF DEATHS BETWEEN THE RACES. SEVERAL COMMUNITY EVENTS AND DISCUSSIONS WERE HELD TO PROMOTE AWARENESS AND EDUCATION ON THIS SUBJECT. ANOTHER FOCUS OF UNITED WAY OF KENOSHA COUNTY IN THE AREA OF HEATH IS THE DISTRIBUTION OF FREE FAMILYWIZE DRUG DISCOUNT CARDS. NO ONE SHOULD BE FORCED TO CHOOSE BETWEEN PAYING FOR FOOD, RENT OR MEDICINE BECAUSE OF THE HIGH COST OF PRESCRIPTIONS. THE FAMILYWIZE CARD LOWERS THE COST OF MEDICINE BY AN AVERAGE OF 35% OR MORE FOR PEOPLE WITHOUT INSURANCE OR WHO TAKE MEDICATIONS NOT COVERED BY THEIR PLAN. IT'S EASY. IT'S JUST LIKE A COUPON YOU CAN KEEP USING EVERY TIME YOU NEED TO FILL A PRESCRIPTION. ALL YOU HAVE TO DO IS PRESENT A FAMILYWIZE CARD AT A LOCAL PHARMACY TO GET THE SAVINGS. THESE CARDS CAN BE USED BY EVERYONE IN THE COMMUNITY, NOT JUST PEOPLE WITHOUT INSURANCE. THEY CAN EVEN BE USED BY PEOPLE WITH HEALTH BENEFITS, INCLUDING MEDICAID OR MEDICARE. IN 2011, $203,896 WAS SAVED BY KENOSHA COUNTY PARTICIPANTS THROUGH 10,720 CLAIMS.BASIC NEEDSTHE BASIC NEEDS FOCUS AREA WAS ORGANIZED TO SUPPORT PROGRAMS AND SERVICES FOR INDIVIDUALS AND FAMILIES THAT WILL HELP THEM TO MEET LIFE'S BASIC NEEDS (SHELTER, FOOD, CLOTHING, AND TRANSPORTATION), AND GAIN ECONOMIC STABILITY THROUGH EDUCATION, JOB TRAINING, PERMANENT HOUSING AND BASIC SUPPORTIVE SERVICES THAT WILL ULTIMATELY PROMOTE SELF-SUFFICIENCY. UNITED WAY SUPPORTS PROGRAMS FOR PEOPLE LIVING IN POVERTY, THE "WORKING POOR" AND SURVIVORS OF VIOLENCE OR DISASTER. UWKC SUPPORTS AND FUNDS BASIC NEEDS PROGRAMS FOR LOW-INCOME AND AT-RISK YOUTH AND FAMILIES THAT ADDRESS THE FOLLOWING OBJECTIVES.EMERGENCY SERVICESOBJECTIVE: PROVIDE ACCESS TO PROGRAMS THAT HELP INDIVIDUALS AND FAMILIES IN CRISIS THAT WORK TO ENSURE THAT BASIC NEEDS ARE MET TRANSITIONAL SUPPORTOBJECTIVE: INCREASE ACCESS TO PROGRAMS AND SERVICES THAT PROVIDE QUALITY COMPREHENSIVE SOCIAL SERVICES AND CASE MANAGEMENT THAT WORK TO MOVE INDIVIDUALS AND FAMILIES TOWARD SELF-SUFFICIENCYSELF SUFFICIENCY OBJECTIVE: INCREASE ACCESS TO PROGRAMS AND SERVICES THAT STRIVE TO ENABLE AT-RISK AND LOW-INCOME INDIVIDUALS AND FAMILIES TO INCREASE INCOME, GAIN EMPLOYMENT AND INCREASE THE OPPORTUNITY TO OBTAIN PERMANENT, SAFE HOUSING.FINANCIAL STABILITY PARTNERSHIP (FSP) IS THE SPECIAL INITIATIVE FOR THE BASIC NEEDS FOCUS AREA. THE FSP MODEL INVOLVES A THREE ROLL-OUT PERIOD. THE FIRST STAGE SUCCESSFULLY IMPLEMENTED THE VOLUNTEER INCOME TAX ASSISTANCE (VITA) PROGRAM. VITA PROVIDES FREE INCOME TAX PREPARATION SERVICES TO LOW TO MODERATE INCOME INDIVIDUALS AND FAMILIES. DURING THIS YEAR'S TAX SEASON, 72 CERTIFIED VOLUNTEERS PREPARED 862 STATE AND FEDERAL TAX RETURNS RESULTING IN OVER $1.2 MILLION DOLLARS WORTH OF REFUNDS. THE NEXT PHASE WILL INCLUDE A FINANCIAL LITERACY COMPONENT THAT WILL HELP TO PROVIDE INDIVIDUALS WITH THE SKILLS THEY NEED TO STAY OUT OF DEBT AND BUILD SAVINGS. 120588 COMMUNITY SERVICESUNITED WAY OF KENOSHA COUNTY'S COMMUNITY SERVICES PROGRAM WAS DESIGNED TO PROVIDE OUR LOCAL COMMUNITIES WITH A VARIETY OF RESOURCES AND SERVICES TO HELP THEM ADDRESS COMMUNITY NEEDS, SUCH AS INFORMATION AND REFERRALS AND DIRECT AND INDIRECT SERVICES AND PROGRAMS. COMPONENTS OF THIS PROGRAM ARE: COMMUNITY ENGAGEMENT AND NETWORKING, VOLUNTEER CENTER AND LABOR COMMUNITY SERVICES. COMMUNITY ENGAGEMENT AND NETWORKINGTHE COMMUNITY ENGAGEMENT AND NETWORKING COMPONENT OF THE COMMUNITY SERVICES PROGRAM WAS DESIGNED TO GENERATE INPUT AND FEEDBACK FROM OUR COMMUNITY PARTNERS ON COMMUNITY PRIORITIES NEEDS, SHARE KNOWLEDGE, STIMULATE INNOVATIVE THINKING AND EXPLORE ACTION POSSIBILITIES AROUND REAL-LIFE QUESTIONS, ISSUES AND NEEDS. COMMUNITY PARTNERS INCLUDED DONORS, VOLUNTEERS, NON-PROFIT ORGANIZATIONS, LOCAL AREA BUSINESSES, GOVERNMENT ENTITIES, EDUCATIONAL INSTITUTIONS, LABOR, AND SERVICE GROUPS. UWKC CONTINUES TO PROVIDE CAPACITY BUILDING WORKSHOPS TO THE NONPROFIT COMMUNITY THROUGH CREATING ORGANIZATIONAL WELLNESS SERIES (COWS). COWS IS OFFERED THROUGH A JOINT PARTNERSHIP BETWEEN UWKC AND KENOSHA COUNTY UW-EXTENSION. EACH WORKSHOP INCLUDES A FREE LUNCH PROVIDED THROUGH AN IN-KIND DONATION FROM THE NORTH SUBWAY IN KENOSHA. THIS IS YEAR FOUR OF THE WORKSHOPS AND THE ATTENDANCE CONTINUES TO GROW. THERE ARE A TOTAL OF 10 WORKSHOPS OFFERED WITH OVER 200 PROFESSIONALS PARTICIPATING EACH YEAR. 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. THE VOLUNTEER CENTER, A COMPONENT OF THE COMMUNITY SERVICES PROGRAM, ACTIVELY PROMOTES AND ADVOCATES FOR COMMUNITY VOLUNTEERISM AND INVOLVEMENT THROUGHOUT KENOSHA COUNTY AND ALIGNS ITS GOALS AND OBJECTIVES WITH THE COMMUNITY IMPACT MODEL. IT RECRUITS INDIVIDUALS AND GROUPS TO ADDRESS LOCAL NON-PROFIT ORGANIZATIONS' GROWING NEEDS FOR VOLUNTEERS AND AGENCY PROJECTS. UNITED WAY BELIEVES THAT COMMUNITY INVOLVEMENT THROUGH VOLUNTEERISM ENRICHES LIVES AND CREATES POSITIVE AND LASTING CHANGES IN OUR COMMUNITY. UWKC ORGANIZES SEVERAL LARGE-SCALE VOLUNTEER EFFORTS EACH YEAR TO HELP CONNECT INDIVIDUALS AND EMPLOYEES WITH THE LOCAL COMMUNITY AND OUR 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.VOLUNTEER INCOME TAX ASSISTANCE (VITA) PROGRAMVITA PROVIDES FREE INCOME TAX PREPARATION SERVICES TO LOW TO MODERATE INCOME INDIVIDUALS AND FAMILIES. DURING THIS YEAR'S TAX SEASON, 72 CERTIFIED VOLUNTEERS PREPARED 862 STATE AND FEDERAL TAX RETURNS RESULTING IN OVER $1.2 MILLION DOLLARS WORTH OF REFUNDS.READERS ARE LEADERS PROGRAMEACH YEAR AS PART OF "READ ACROSS AMERICA." AN EVENT THAT CELEBRATES THE BIRTHDAY OF DR. SEUSS, UWKC ORGANIZES "READERS ARE LEADERS" TO SHARE THE JOY OF READING WITH LOCAL ELEMENTARY SCHOOL STUDENTS. IN 2012, THE FOURTH YEAR OF THE PROGRAM, MORE THAN 70 LOCAL LEADERS VOLUNTEERED THEIR TIME TO READ AT 12 ELEMENTARY SCHOOLS ACROSS KENOSHA COUNTYLABOR 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. 90133 90133 WE PROCESSED $90,133 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. SINCE IT IS NOT A MISSION-ORIENTED FUNCTION, WE DO NOT REQUIRE THE RECIPIENT ORGANIZATIONS TO PROVIDE US WITH INFORMATION RELATIVE TO THE USE AND RESULTS OF THESE CONTRIBUTIONS 90133 90133 805501 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 0 0 0 0 0 0 0 0 0 0 1 2 0 1 13 1 0 0 0 0 0 0 0 0 0 0 0 0 X 17 17 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 JOE GARCIA 1.00 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 JOHN MILISAUSKAS 40.00 X 0 0 0 SHERRY WESTHOFF 25.00 X 26060 0 735 KATHERINE MARKS 50.00 X 71128 0 16983 97188 0 17718 0 0 0 0 0 3478 762253 13380 765731 7378 7378 1088 -1088 -1088 -1088 COST RECOVERY FEES 900099 8407 8407 MISCELLANEOUS 900099 72 72 8479 780500 8479 0 6290 544435 544435 137765 79003 41276 17486 139092 79763 41674 17655 3946 2178 1242 526 39232 21657 12345 5230 20995 12022 6303 2670 21391 5630 14691 1070 2953 2252 492 209 8109 4159 1584 2366 25780 14231 8112 3437 3883 2441 590 852 2686 2422 72 192 6968 3846 2193 929 5408 2985 1702 721 2826 1560 889 377 EQUIPMENT RENTAL AND MA 21527 14478 4824 2225 TELEPHONE 7571 4274 2316 981 MOVING EXPENSE 7302 4031 2298 973 PRINTING 5613 918 52 4643 6312 3216 1709 1387 1013794 805501 144364 63929 100 100 1100251 924932 281202 264256 10548 6293 54503 36645 14842 17858 1320 1240 1408263 1214679 72768 112478 72768 112478 X 546648 378608 788847 723593 1335495 1102201 1408263 1214679 -233294 0 X X 0 1 1 X 0 X 1411442 1135719 1017477 955375 765731 5285744 1411442 1135719 1017477 955375 765731 5285744 344708 4941036 38699 18096 19847 14176 7378 98196 3183 1809 12629 19461 8479 45561 5429501 0.91000 0.90860 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5512 551 4961 40671 31374 9297 8320 4720 3600 17858 780500 1013794 -233294 -233294 700955 9500 9500 691455 89045 89045 780500 934249 9500 1088 10588 923661 90133 90133 1013794 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: 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 2008, 2009, AND 2010 ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED. PART XII, LINE 4B - OTHER ADJUSTMENTS: DESIGNATED PLEDGES 90,133. LOSS ON DISPOSAL OF ASSETS NOT INCLUDED IN TOTAL REVENUE PER FINANCIALS -1,088. PART XIII, LINE 2D - OTHER ADJUSTMENTS: LOSS ON DISPOSAL OF ASSETS NOT INCLUDED IN TOTAL EXPENSES 1,088. PART XIII, LINE 4B - OTHER ADJUSTMENTS: DESIGNATED PLEDGES 90,133. 1 AIDS RESOURCE CENTER OF WI 820 N PLANKINTON AVENUE MILWAUKEE WI 53203 391534049 501(C)(3) 10593 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) 16333 500 BOOK AMERICAN GIRL DOLLS DONOR DESIGNATED (1) ONE-TO-ONE OUTCOME BASED MENTORING BIRDS OF A FEATHER INC 6530 SHERIDAN ROAD SUITE 3 KENOSHA WI 53143 820551269 501(C)(3) 11995 DONOR DESIGNATED (1) FAMILY EMPOWERMENT PROGRAMS BOYS & GIRLS CLUB OF KENOSHA INC 1715 52ND STREET KENOSHA WI 53140 391732935 501(C)(3) 43884 DONOR DESIGNATED (1) YOUTH EMPOWERMENT CHILDREN'S SERVICE SOCIETY OF WISCONSIN 708 57TH STREET SUITE 200 KENOSHA WI 53140 390806380 501(C)(3) 52627 500 BOOK AMERICAN GIRL DOLLS SEE PART IV SUPPLEMENTAL INFORMATION ELCA URBAN OUTREACH CENTER 2006 60TH STREET KENOSHA WI 53140 020638260 501(C)(3) 23197 700 BOOK AMERICAN GIRL DOLLS DONOR DESIGNATED (1) GRACE SAFE PLACE AND WKC PRESCRIPTION ASSISTANCE GIRL SCOUTS OF SE WI 131 S 69TH STREET MILWAUKEE WI 53214 390892833 501(C)(3) 9468 DONOR DESIGNATED (1) URBAN OUTREACH INITIATIVES KENOSHA ACHIEVEMENT CENTER INC 1218 79TH STREET KENOSHA WI 53143 391399101 501(C)(3) 36088 DONOR DESIGNATED (1) HANEN KENOSHA AREA FAMILY & AGING SERVICES INC 7730 SHERIDAN ROAD KENOSHA WI 53143 391132382 501(C)(3) 24491 DONOR DESIGNATED (1) MEALS ON WHEELS AND EMERGENCY FOOD FRAIL & ELDERLY PERSONS(WKC) RACINEKENOSHA COMMUNITY ACTION AGENCY 2113 N WISCONSIN STREET RACINE WI 53402 391087210 501(C)(3) 15069 DONOR DESIGNATED (1) EMERGENCY RENTAL ASSISTANCE AND WKC SERVICE PROJECT KENOSHA HUMAN DEVELOPMENT SERVICES 5407 8TH AVENUE KENOSHA WI 53140 391200678 501(C)(3) 62368 SEE PART IV SUPPLEMENTAL INFORMATION KENOSHA LITERACY COUNCIL 2419 63RD STREET KENOSHA WI 53143 391601969 501(C)(3) 20184 DONOR DESIGNATED (1) LITERACY FOR LIFE ADULT EDUCATION PROGRAM KENOSHA YMCA 7101 53RD STREET KENOSHA WI 53144 390826296 501(C)(3) 14655 700 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) 55480 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) 88781 DONOR DESIGNATED (1) EMERGENCY FAMILY SHELTER AND INTERFAITH NETWORK NIGHTLY SHELTER (INNS) IMPACT INC 6737 W WASHINGTON ST SUITE 225 MILWAUKEE WI 53214 390988784 501(C)(3) 10192 DONOR DESIGNATED (1) 2-1-1 @ IMPACT 16 0 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: DONOR DESIGNATED FUNDING: DONOR 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. 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, REPORT QUARTERLY ON 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 REQUIRED TO SUBMIT A NOTICE OF INTENT ALONG WITH THE REQUIRED DOCUMENTATION. ALL PROGRAMS RECEIVING FUNDING FROM UWKC ARE EXPECTED TO ABIDE BY THE SAME REQUIREMENTS AND SIGN A FUNDED PARTNER 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 MUST SUPPORT ONE OF UNITED WAY'S THREE FOCUS AREAS (STRONG FAMILIES, HEALTHY PEOPLE OR BASIC NEEDS) - THE PROGRAM MUST ADDRESS AN IDENTIFIED COMMUNITY NEED. IF THE PROGRAM IS SIMILAR TO A PROGRAM CURRENTLY FUNDED BY UNITED WAY, THE APPLICANT AGENCY MUST PROVIDE EVIDENCE THAT ITS PROGRAM IS MORE EFFICIENT, MORE EFFECTIVE OR SERVING A PART OF THE COMMUNITY THAT DOES NOT HAVE ACCESS TO THE EXISTING PROGRAM(S). - THE PROGRAM IS ABLE TO DEMONSTRATE ITS EFFECTIVENESS THROUGH MEANINGFUL AND MEASURABLE OUTCOMES. 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 FUNDED PARTNER AGREES TO PROVIDE REQUIRED QUARTERLY PROGRAM REPORTS PERTAINING TO THE PROVISION OF SERVICES, CLIENT DEMOGRAPHICS, OUTCOMES, AND ALL OTHER REQUIRED INFORMATION. THESE REPORTS WILL BE DUE QUARTERLY ON JANUARY 31, APRIL 30, JULY 31 AND OCTOBER 31. B. THE FUNDED PARTNER FURTHER AGREES TO ADDRESS ANY CONCERNS AND MEET ANY CONDITIONS OF FUNDING SET FORTH BY UNITED WAY BY THE REQUIRED TIMELINES. C. THE FUNDED PARTNER AGREES TO PROVIDE THE MOST RECENT BOARD APPROVED FINANCIAL STATEMENTS (SIGNATURE OR MINUTES) AS OF JUNE 30, WHICH WOULD INCLUDE A STATEMENT OF FINANCIAL POSITION (BALANCE SHEET) AND A STATEMENT OF ACTIVITIES (INCOME AND EXPENSE STATEMENT) AND WILL FORWARD THE APPROVED FINANCIALS TO THE ATTENTION OF UNITED WAY'S COMMUNITY IMPACT STAFF BY JULY 31 ANNUALLY. D. ADDITIONALLY, THE FUNDED PARTNER AGREES TO SUBMIT AN AUDIT AND 990 ANNUALLY. ANY CHANGES THAT WILL AFFECT YOUR AGENCY, NOT JUST THE FUNDED PROGRAM(S), MUST BE PROVIDED TO UWKC IN THE FORM OF A WRITTEN COMMENTARY. THE COMMENTARY WILL INCLUDE ANY MATERIAL CHANGES IN THE FINANCIAL POSITION OF THE AGENCY THAT WOULD AFFECT ITS GOING CONCERN (E.G., THERE IS A CHANGE IN FUNDING, THERE HAS BEEN A CHANGE IN SENIOR PERSONNEL, THERE HAS BEEN A CHANGE IN COST, ETC). E. THE FUNDED PARTNER AGREES IT WILL NOTIFY UNITED WAY WITHIN 15 DAYS IF THERE IS A CHANGE IN THE FUNDED PARTNER'S EXECUTIVE DIRECTOR. IN ADDITION, OTHER STAFF CHANGES THAT SIGNIFICANTLY IMPACT THE RELATIONSHIP BETWEEN UWKC AND THE FUNDED PARTNER AND/OR FUNDED PROGRAM, THE STATEMENT OF AGREEMENT OR COMMUNITY IMPACT COMMITTEE RECOMMENDATIONS AND POLICIES MUST ALSO BE REPORTED. AN ATTACHMENT MUST BE SIGNED BY THE NEW EXECUTIVE DIRECTOR OF THE AGENCY AND SUBMITTED TO THE CIO STATING THAT THIS STATEMENT OF AGREEMENT AND UNITED WAY POLICIES AND PROCEDURES HAVE BEEN REVIEWED. F. THE FUNDED PARTNER AGREES TO PROVIDE THE MOST CURRENT BOARD APPROVED PROGRAM BUDGET WITH SUBMISSION OF THIS STATEMENT OF AGREEMENT (REQUIRED ONLY IF REVISIONS HAVE BEEN MADE SINCE GRANT APPLICATION WAS SUBMITTED). G. THE FUNDED PARTNER AGREES TO SUBMIT TO UWKC, ON A QUARTERLY BASIS, A MINIMUM OF ONE (1) PROGRAM SUCCESS OR RESULTS STORY FOR A MINIMUM TOTAL OF 4 ANNUALLY. H. THE FUNDED PARTNER AGREES TO PERFORM AND DELIVER THE SERVICE(S) AND PROGRAM(S) AS OUTLINED IN THE AGENCY'S APPLICATION FOR UWKC PROGRAM FUNDING, AND TO ADVISE THE UNITED WAY STAFF IN WRITING IMMEDIATELY OF ANY EXTRAORDINARY DEVELOPMENTS WHICH MAY MATERIALLY AFFECT EXECUTION OF UNITED WAY OF KENOSHA COUNTY FUNDED PROGRAMS. 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: CHILDREN'S SERVICE SOCIETY OF WISCONSIN (H) PURPOSE OF GRANT OR ASSISTANCE: DONOR DESIGNATED (1) CHILD AND FAMILY COUNSELING AND CHILDREN'S MENTAL HEALTH SERVICES (WKC) 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 LESS THAN $5,000 AND THEREFORE NOT REPORTED SEPARATELY IN SCHEDULE I, PART II WERE $41,030 CASH GRANTS AND $5,600 NON-CASH ASSISTANCE. 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 ON WEBSITE FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR. 2011 OVERHEAD CALCULATION ($144,364+$63,929)/$780,500=26.7% 2011 OVERHEAD RATIO WITHOUT NON-RECURRING EXPENSES: ($126,669+$56,433)/$780,500=23.5% 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 TAKE 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