2012-07-31T16:55:23-07:00 2011-12-31 990 2011-01-01 390935496 UNITED WAY OF MARATHON COUNTY INC UNIT 7158482927 137 River Dr Wausau WI 54403 Joanne Kelly 7158482927 2012-07-31 2011 2016-02-24 21:20:13Z Joanne I Kelly 137 River Dr Wausau WI 54403 2911852 0 X www.unitedwaymc.org X 1959 WI United Way volunteers have selected the following four issues as critical: Supporting children in the early years, helping at-risk youth develop and achieve their potential, improving families' ability to meet basic needs, and improving health and wellness. 29 29 25 3967 0 0 2862422 2823771 0 0 44464 36621 54422 50997 2961308 2911389 1772908 1801279 0 0 814580 825823 0 0 290751 304509 343079 2891997 2970181 69311 -58792 4216145 4130549 1937619 1956186 2278526 2174363 United Way of Marathon County, a locally directed organization, works collaboratively to assess community needs, coordinate community resources, and strategically invest in human service programs that improve the quality of life throughout Marathon county. 0 0 1930458 1801279 0 United Way engages people in giving back to their community to advance the common good. By bringing together people with passion, expertise and resources, United Way achieves far greater results than any one group can alone. During the past several years, community members prioritized the most important issues facing our County and developed a Road Map for Change. Focused goals were set in the areas of education, income and health -- the building blocks for a good quality of life. United Way is advancing this agenda by working with community partners to set specific goals and action plans to create the desired change. Examples of the outcomes we want to achieve include making sure children succeed in school, reducing relationship violence, and improving financial stability. By focusing on issues and leveraging partnerships and resources, we can effectively and efficiently invest in actions that get results. 246353 0 0 United Way's 211 is an information and referral service that is here to help answer questions and connect you to services 24 hours a day, 7 days a week; by phone, through publications, via the online searchable database, or by email. 211 provides information regarding support groups, family counseling, services for an aging parent, financial assistance, volunteer opportunities, other community services and groups and much more. The information and referrals that they provide are free, confidential and personalized. 92004 0 0 United Way's Volunteer Services consist of the Volunteer Connection and the Workplace Volunteer Council. The Volunteer Connection helps to build community strength through volunteerism by focusing on the following strategies: Effectively connecting volunteers with the opportunity to serve, promoting and fostering volunteerism, and participating in strategic initiatives that mobilize volunteers to meet local needs. The Workplace Volunteer Council (WVC) promotes activities which encourage employees to volunteer. Over 24 organizations are presently member companies. 255292 0 0 Additional United Way affiliate programs are; Ready to Read, Women in Action, Bundles of Joy, Emerging Leaders, the LIFE project, RSVP, and the Hunger Coalition. More information regarding these programs is available on our website, www.unitedwaymc.org. 255292 0 0 2524107 1 1 0 0 0 0 0 0 0 1 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 6 0 1 25 1 0 0 0 0 0 0 X 29 29 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WI X X UNITED WAY OF MARATHON COUNTY INC 7158482927 137 RIVER DR WAUSAU WI 54403 DR ELIZABETH BARR 1.0 X 0 0 0 BOB BROOKS 1.0 X 0 0 0 JEFF FOX 1.0 X 0 0 0 ROB GEURINK 1.0 X 0 0 0 DEB HAGER 1.0 X 0 0 0 ROBIN HEGG 1.0 X 0 0 0 DENNIS KEPCHAR 1.0 X 0 0 0 RON LESZCZYNSKI 1.0 X 0 0 0 DUANE MEYER 1.0 X 0 0 0 CINDY MUELLER 1.0 X 0 0 0 MARK PISCA 1.0 X 0 0 0 JEFF SARGENT 1.0 X 0 0 0 DR ELLEN SCHUMANN 1.0 X 0 0 0 LAURA SCUDIERE 1.0 X 0 0 0 DONNA STAPLES 1.0 X 0 0 0 METHUSELAH THAO 1.0 X 0 0 0 BRYAN TROYER 1.0 X 0 0 0 JON WAGMAN 1.0 X 0 0 0 JEREMY WELCH 1.0 X 0 0 0 DR LORI WEYERS 1.0 X 0 0 0 JOHN TUBBS 1.0 X X 0 0 0 ROGER KING 1.0 X X 0 0 0 MARY ELLEN MARNHOLTZ 1.0 X X 0 0 0 DENNIS DELOYE 1.0 X X 0 0 0 RAY KACVINSKY 1.0 X X 0 0 0 PAUL DOBBRATZ 1.0 X X 0 0 0 KATHY DRENGLER 1.0 X X 0 0 0 GARY BEZUCHA 1.0 X X 0 0 0 JOANNE KELLY 40 X 91218 0 0 DONNA FINLAN 40 X 48610 0 0 139828 0 0 0 0 0 0 0 0 0 0 0 0 2823771 0 2823771 0 37084 0 0 37084 0 0 0 0 0 0 0 0 0 0 0 0 463 0 -463 0 -463 0 0 -463 0 0 0 0 0 0 0 Portage County - 211 Services 900099 46828 0 0 46828 Service fees 900099 4169 0 0 4169 0 0 0 0 50997 2911389 0 0 87618 1801279 1801279 0 0 0 0 0 0 149075 49431 33049 66595 0 0 0 0 584769 394605 63835 126329 0 0 0 0 35122 21173 5248 8701 56857 35154 7297 14406 0 0 0 0 0 0 0 0 27143 14113 4381 8649 0 0 0 0 0 0 8045 0 8045 0 0 0 0 0 14388 6836 2539 5013 41479 38898 868 1713 0 0 0 0 0 0 0 0 48183 24714 7891 15578 13599 12790 272 537 0 0 0 0 9031 7045 668 1318 0 0 0 0 31157 10344 6998 13815 9946 3302 2234 4410 8958 4147 1618 3193 Campaign / Info & Education 45054 26318 6299 12437 Telephone 6635 4895 585 1155 Postage, Shipping & Publications 34454 31507 991 1956 Maintenance 40526 33697 2296 4533 4481 3859 209 413 2970181 2524107 155323 290751 33736 489238 1420520 894087 1991397 2032996 365 0 0 0 0 0 722968 675949 18853 14388 160238 137757 27222 22481 0 0 0 0 1084 1410 4216145 4130549 49387 68110 1888232 1888076 0 0 0 0 0 0 0 0 0 0 0 0 0 1937619 1956186 X 653671 650086 1624855 1524277 0 0 2278526 2174363 4216145 4130549 X -58792 -45371 X 0 1 1 X 0 X 3116021 3097152 2734687 2862422 2823771 14634053 0 0 0 0 0 0 0 0 0 0 0 0 3116021 3097152 2734687 2862422 2823771 14634053 3797671 10836382 60523 38013 35032 36295 37084 206947 0 0 0 0 0 0 0 0 0 0 14841000 0 0.73017 0.73428 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 722968 16000 -20874 0 34100 8045 675949 678401 575 87429 0 35800 7637 722968 551066 560 170976 0 37400 6801 678401 834995 358 -239492 0 36755 8040 551066 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 160238 137757 22481 0 0 0 0 22481 0 0 2911389 2970181 -58792 -45372 0 0 0 0 -45372 -104164 2866672 -45371 8699 0 0 -36672 2903344 8045 0 8045 2911389 2970835 8699 0 0 0 8699 2962136 8045 0 8045 2970181 SchD_P05_S00_L04 Schedule D, Part V, Line 4 The purpose of the fund is to allow the United Way of Marathon County to help meet the current and future human care needs of Marathon County. Requests to spend the earnings shall be as recommended by the United Way Board of Directors. Requests to spend the principal shall be requested by United Way Board of Directors for emergencies only. All expenditures are subject to the approval of the Wausau Area Community Foundation's Board of Directors. SchD_P10_S00_L02 Schedule D, Part X, Line 2 In Note 1 of our audited financials it states: In order to account for any uncertain tax positions, ASC Topic 740-10, Accounting for Uncertainty in Income Taxes, requires an organization to assess whether it is more likely than not that a tax position will be sustained upon examination of the technical merits of the position, assuming the taxing authority has full knowledge of all information. If the tax position does not meet the more-likely-than-not recognition threshold, the benefit of the tax position is not recognized in the financial statements. 1 American Red Cross 3057 Michigan Ave Stevens Point WI 54481 390808444 12556 0 1.Basic Needs Assistance for Victims of Disaster Big Brothers Big Sisters 2600 Stewart Ave Suite 262 Wausau WI 54401 391258616 84600 0 Community and School Based mentoring Girl Scouts of the North Western Great Lakes 3511 Camp Phillips Rd Schofield WI 54476 391016314 37600 0 1. Shine 2. Troop Pathways Boys and Girls Club PO Box 2386 Wausau WI 544022386 391850386 68500 0 1. Project Learn, Lead, Succeed Catholic Charities 1105 S 10th Ave Wausau WI 54401 391896823 114833 0 1.Financial Literacy and Financial Stability Services 2. Project Step Up Child Care Connection 407 W Main St Merrill WI 54452 391758683 45900 0 Information and Referral Childrens Service Society of Wisconsin 705 S 24th Ave Ste 402 Wausau WI 54401 390806380 235999 0 1.Visitation Center 2. Parent education and support services 3. In-home Parent Education 4. Social/Emotional Foundations for Early Learning 5. Wausau child & Family Counseling Sliding Scale Fee 6. Play & Learn 7. Stepping Stones Epilepsy Foundation EFCNW 1004 First St STE 5 Stevens Point WI 54481 391383657 7650 0 Health Education and Independent Living Faith in Action 630Adams St Wausau WI 54403 203244315 18700 0 Connecting Volunteers to Elderly and Disabled Neighbors Family Counseling Services 903 N 2nd St Wausau WI 54403 390806304 159600 0 1. Mental Health Counseling - Sliding Fee Scale 2. Alcohol & Other Drug Abuse Counseling - Sliding Fee Scale 3. CHOICES Youth AODA Sliding Scale Fee Hunger Coalition 137 River Dr Wausau WI 54403 390935496 10241 0 Food Pantry Transportation Junior Achievement 2904 Rib Mountain Dr Wausau WI 54401 390826295 10000 0 High School Financial Literacy Program Lutheran Social Service 516 Mc Clellan St Wausau WI 54403 390816846 32000 0 1 Outpatient mental health counseling - sliding scale fee Mobile Meals 609 Scott St Ste G Wausau WI 54401 391238060 31500 0 Volunteer Meal Delivery The Neighbors Place 745 Scott St Wausau WI 54403 391940241 18500 0 Youth Development North Central Community Action Program 911 Jackson St Ste 104 Wausau WI 54403 391080179 278100 0 1. Storefron Leanring Center 2. Emergency Housing Assistance Fund (EHAF) 3. Emergency Food Assistance Fund (EFAF) Salvation Army 202 Callon St Wausau WI 54401 392167910 73500 0 1. Shelter - nights of shelter 2. Lunch meals Samoset Council 3511 Camp Phillips Rd Schofield WI 54476 390813397 40000 0 Scouting for at-risk youth Spencer Kids Group 305 S Haslow St Spencer WI 54479 391826608 19000 0 Youth Center Programs Peaceful Solutions Counseling 1720 Merrill Ave Wausau WI 54401 208223946 66500 0 1. SAFE - Domestic Violence Abusers' Group 2. Mentoring AfterCare Program 3. Childhood Trauma Mental Health Services Womens Community 2801 N 7th St Ste 300 Wausau WI 54403 391290452 154000 0 1.Services to Victims of Domestic Abuse Program 2. Transtional living 3. Sexual Assault Victim Services Wausau Area Hmong Mutual Association 1109 N 6th St Wausau WI 54403 391459824 60000 0 1. Empower Youth Toward Educational Success 2. Wausau Fresh Start Wausau Child Care 505 N 28th Ave Wausau WI 54403 391178554 112000 0 Child Care Sliding Fee Support YWCA 613 5th St Wausau WI 54403 390816866 100000 0 1. Child Development Center sliding Fee Wisconsin Judicare Inc PO Box 6100 Wausau WI 544026100 391170880 10000 0 Domestic Violence Intervention 25 0 SchI_P01_S00_L02 Schedule I, Part I, Line 2 Organizations are required to submit requests for proposals when applying for funds. This request asks for financial as well as program outcome data. Site visits to the organization are also done. Any organization with over $100,000 of income is required to submit a yearly audit. F990_P06_S0B_L11b Form 990, Part VI, Section B, Line 11b The 990 is emailed to all Board members and also reviewed by the Executive Director and the VP of Finance prior to filing. F990_P06_S0B_L12c Form 990, Part VI, Section B, Line 12c Officers, directors, volunteers and employees are asked to sign a conflict of interest policy annually. If a discussion and/or board action is being taken that is relevant to an item disclosed on a member's conflict of interest policy, they are asked to abstain from the discussion and the vote. F990_P06_S0B_L15 Form 990, Part VI, Section B, Line 15 Annually the board reviews the salaries for the CEO (Executive Director) and each employee. They approve salary ranges for each position and make sure they are comparable to similar positions/salaries in the community. F990_P06_S0C_L19 Form 990, Part VI, Section C, Line 19 Our governing documents and conflict of interest policy are available upon request. Our 990 and audited financials are posted on our website (www.unitedwaymc.org) and the 990 is also available on www.guidestar.com. F990_P11_S00_L05 Form 990, Part XI, Line 5 Net unrealized loss on endowment fund Form 8868 - Application for Extension of Time to File was filed and approved through August 15, 2012