2012-06-05T10:50:10-05:00 2011-12-31 391173131 SCHENCK SC PO BOX 23819 GREEN BAY WI 543053819 990 2011-01-01 390806299 BROWN COUNTY UNITED WAY BROW 9205934778 1245 MAIN STREET GREEN BAY WI 54302 STEVE SCHMEISSER 9205934778 2012-05-23 1 LEROY W MATUSZAK P00053581 9204367800 2012-05-22 2011 2016-02-24 21:20:13Z STEVE SCHMEISSER 1245 MAIN ST GREEN BAY WI 54302 4611622 0 X WWW.BROWNCOUNTYUNITEDWAY.ORG X 1925 WI TO DEVELOP THE FINANCIAL RESOURCES NEEDED TO MEET THE HUMAN SERVICE NEEDS OF THE COMMUNITY AND TO REDUCE THE NUMBER OF APPEALS FOR FINANCIAL SUPPORT AND SERVICES. 27 27 18 601 0 0 4303369 4449998 131323 109551 39416 23343 -10391 -7048 4463717 4575844 3414112 3479322 0 0 667828 681753 0 0 487286 446128 454284 4528068 4615359 -64351 -39515 6026534 5926764 1616015 1428979 4410519 4497785 TO DEVELOP THE FINANCIAL RESOURCES NEEDED TO MEET THE HUMAN SERVICE NEEDS OF THE COMMUNITY AND TO REDUCE THE NUMBER OF APPEALS FOR FINANCIAL SUPPORT AND SERVICES. 0 0 3479322 3479322 109551 TO BRING TOGETHER THE STRENGTH OF OUR COMMUNITY BY PROVIDING FUNDING TO VARIOUS NON-PROFIT PROGRAMS, AND BEING A CATALYST FOR POSITIVE COMMUNITY CHANGE. 264949 COMMUNITY IMPACT - THE COMMUNITY IMPACT PROGRAM EVALUATED AND FUNDED 42 PROGRAMS. WITH MORE THAN 80 VOLUNTEERS, COMMUNITY IMPACT PROVIDED OUTCOMES CONSULTING, COMMUNITY BUILDING ACTIVITIES, AND CONVENED ORGANIZATIONS AROUND PRIORITY ISSUES TO CREATE COLLABORATIVE SOLUTIONS. OUR 42 FUNDED PROGRAMS REACHED ALMOST 100,000 PEOPLE IN BROWN COUNTY. 187252 INFORMATION AND REFERRAL - 211 IS A FREE, CONFIDENTIAL, INFORMATION AND REFERAL SERVICE THAT PROVIDES HELP TO OVER 8,500 CALLERS REFERRING THEM TO 2,200 COMMUNITY RESOURCES. 3931523 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 0 1 18 1 0 0 0 0 0 0 0 0 0 1 0 X 27 27 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WI X X BROWN COUNTY UNITED WAY 9205934778 1245 MAIN STREET GREEN BAY WI 54302 DR MARTHA AHRENDT 0.50 X 0 0 0 CARLY APPEL 0.50 X 0 0 0 NICK ARLT 1.00 X 0 0 0 MATT BERGER 0.50 X 0 0 0 KEVIN CORRADO 0.50 X 0 0 0 SANDY DUCKETT 0.50 X 0 0 0 HOWARD GIESLER 0.50 X 0 0 0 STEPHANIE GOTT 0.50 X 0 0 0 DR THOMAS HARDEN 0.50 X 0 0 0 FRANK HERMANS 0.50 X 0 0 0 TIM HOWALD 0.50 X 0 0 0 DAVID KAPIC 0.50 X 0 0 0 JEFF KIRCHNER 1.00 X X 0 0 0 STEVE MATHEYS 0.50 X 0 0 0 STEVE MCFARLENE 1.00 X 0 0 0 MARY MEIXELSPERGER 1.00 X X 0 0 0 NANCI PLOG 0.50 X 0 0 0 DR ASHOK RAI 0.50 X 0 0 0 LISA REITZ 1.00 X X 0 0 0 MATT RENTMEESTER 1.00 X 0 0 0 REV DIANE REW 0.50 X 0 0 0 PENNY SCHAMPERS 0.50 X 0 0 0 ELYSE STACKHOUSE 0.50 X 0 0 0 ADDIE TEETERS 0.50 X 0 0 0 TONY VANDERBLOEMEN 0.50 X 0 0 0 DIANNE WILSON 1.00 X X 0 0 0 JIM WOCHINSKE 0.50 X 0 0 0 GREGG HETUE 40.00 X 107671 0 17472 CHERYL CERRATO 40.00 X 43526 0 8547 151197 0 26019 1 0 0 0 0 15100 1609 4433289 175545 4449998 SERVICE FEES 900099 109551 109551 109551 38181 38181 14838 -14838 -14838 -14838 8843 15100 20940 -12097 -12097 MISCELLANEOUS INCOME 900099 5049 5049 5049 4575844 109551 0 16295 3479322 3479322 177216 50058 77101 50057 377729 230571 21398 125760 30817 19125 861 10831 53017 27097 25920 42974 19124 11828 12022 11549 11549 2214 2214 51956 11188 4242 36526 213013 24936 13405 174672 54718 25322 11490 17906 10912 1137 5337 4438 8715 1735 4764 2216 39180 18806 7837 12537 33013 15846 6603 10564 2246 1044 506 696 MISCELLANEOUS 18926 1272 16426 1228 MEMBERSHIP DUES 5856 4340 989 527 AWARDS 1986 600 1386 4615359 3931523 196550 487286 X 100 100 1883227 1684324 3030409 2833445 18055 20024 9869 11384 189922 110122 112814 79800 739281 905393 232779 373914 18380 6026534 5926764 1616015 1428979 1616015 1428979 X 1132106 1110668 3208083 3316787 70330 70330 4410519 4497785 6026534 5926764 X -39515 126781 X X 0 1 1 X 0 X 3523725 4689756 5425885 4303369 4449998 22392733 3523725 4689756 5425885 4303369 4449998 22392733 371697 22021036 42774 33278 19370 30183 38181 163786 -1052 1454 402 4074 2838 5049 11961 22568882 515987 0.97570 0.97780 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 232779 -6417 226362 210211 22568 232779 169641 30039 44034 155646 282553 -82912 30000 169641 0.26000 0.31070 0.42930 0 0 189922 110122 79800 79800 BENEFICIAL INTEREST IN ASSETS BEING HELD BY COMMUNITY FOUNDATION 226362 F BENEFICIAL INTEREST IN IRREVOCABLE TRUST 147552 F 373914 4575844 4615359 -39515 -26548 153329 126781 87266 3361555 -26548 2600 20940 -3008 3364563 1211281 1211281 4575844 3427618 2600 20940 23540 3404078 1211281 1211281 4615359 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: TO SUPPORT COMMUNITY NEEDS AND ORGANIZATIONAL SUPPORT EXPENSES, WHILE HONORING DONOR RESTRICTIONS, IF ANY, CONSISTENT WITH THE UNITED WAY TAX EXEMPT PURPOSE. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES REPORTED IN REVENUES 20,940. PART XII, LINE 4B - OTHER ADJUSTMENTS: AMOUNTS RAISED ON BEHALF OF OTHERS 1,209,067. BENEFICIAL INVESTMENT EXPENSE 2,214. PART XIII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES REPORTED IN REVENUES 20,940. PART XIII, LINE 4B - OTHER ADJUSTMENTS: AMOUNTS RAISED ON BEHALF OF OTHERS 1,209,067. BENEFICIAL INVESTMENT EXPENSE 2,214. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. HOWEVER, INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE ORGANIZATIONS TAX-EXEMPT PURPOSE IS SUBJECT TO TAXATION ON UNRELATED BUSINESS INCOME. IN ADDITION, THE ORGANIZATION QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A) AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A)(2). THE ORGANIZATION IS ALSO EXEMPT FROM WISCONSIN INCOME TAXES. PENALTIES AND INTEREST ASSESSED BY INCOME TAXING AUTHORITIES ARE INCLUDED IN MANAGEMENT AND GENERAL EXPENSES, IF APPLICABLE. THE ORGANIZATION HAD NO INTEREST AND PENALTIES RELATED TO INCOME TAXES FOR THE YEAR ENDED DECEMBER 31, 2011. THE ORGANIZATIONS FEDERAL RETURNS ARE SUBJECT TO EXAMINATION GENERALLY FOR THREE YEARS AFTER THEY ARE FILED AND ITS STATE RETURNS ARE SUBJECT TO EXAMINATION GENERALLY FOR FOUR YEARS AFTER THEY ARE FILED. GOLF OUTING 13659 10600 3059 9099 ANNUAL MTG 5510 5510 7890 3 4774 4500 274 3951 23943 15100 8843 20940 20940 -12097 1 ADOLESCENT PARENTING COALITION PO BOX 12624 GREEN BAY WI 54307 391953866 501(C)(3) 33188 PROGRAM SUPPORT AIDS RESOURCE CENTER OF WISCONSIN 445 SOUTH ADAMS STREET GREEN BAY WI 54301 391534049 501(C)(3) 17065 PROGRAM SUPPORT AMERICAN FOUNDATION OF COUNSELING SERVICES 1130 EAST WALNUT STREET SUITE 700 GREEN BAY WI 54301 391047205 501(C)(3) 42447 PROGRAM SUPPORT AMERICAN RED CROSS LAKELAND CHAPTER 2131 DECKNER AVENUE GREEN BAY WI 54308 390866230 501(C)(3) 77016 PROGRAM SUPPORT ASPIRO 1673 DOUSMAN AVENUE GREEN BAY WI 54303 390987024 501(C)(3) 113045 PROGRAM SUPPORT BAY LAKES COUNCIL BOY SCOUTS OF AMERICA PO BOX 267 APPLETON WI 54912 391184320 501(C)(3) 90950 PROGRAM SUPPORT BIG BROTHERS BIG SISTERS OF NORTHEAST WISCONSIN 1345 WEST MASON STREET 210 GREEN BAY WI 54303 391274696 501(C)(3) 145923 PROGRAM SUPPORT BOYS AND GIRLS CLUB OF GREEN BAY 311 SOUTH ONEIDA STREET GREEN BAY WI 54303 396102943 501(C)(3) 220287 PROGRAM SUPPORT BROWN COUNTY ORAL HEALTH PARTNERSHIP 2701 LARSON ROAD GREEN BAY WI 54303 208969896 501(C)(3) 14020 PROGRAM SUPPORT CASA OF BROWN COUNTY 414 EAST WALNUT STREET SUITE 281 GREEN BAY WI 54301 200476117 501(C)(3) 23675 PROGRAM SUPPORT CATHOLIC CHARITIES 1825 RIVERSIDE DRIVE GREEN BAY WI 54301 390808438 501(C)(3) 155336 PROGRAM SUPPORT ENCOMPASS EARLY EDUCATION AND CARE 1300 BELLEVUE STREET GREEN BAY WI 54303 390824004 501(C)(3) 175005 PROGRAM SUPPORT FAMILY AND CHILDCARE RESOURCES OF NEW 201 WEST WALNUT STREET SUITE F GREEN BAY WI 54303 263004541 501(C)(3) 21627 PROGRAM SUPPORT FAMILY SERVICES OF NORTHEAST WISCONSIN 300 CROOK STREET GREEN BAY WI 54301 390827320 501(C)(3) 353755 PROGRAM SUPPORT FREEDOM HOUSE 2997 ST ANTHONY DRIVE GREEN BAY WI 54311 391721843 501(C)(3) 43475 PROGRAM SUPPORT GIRL SCOUTS OF NORTWESTERN GREAT LAKES PO BOX 9427 GREEN BAY WI 54308 391016314 501(C)(3) 25559 PROGRAM SUPPORT GOLDEN HOUSE 1120 UNIVERSITY AVENUE GREEN BAY WI 54302 391342659 501(C)(3) 119886 PROGRAM SUPPORT GREEN BAY PUBLIC SCHOOLS - MCKINNEY VENTO HOMELESS PROGRAM 200 SOUTH BROADWAY GREEN BAY WI 54303 396002329 501(C)(3) 23432 PROGRAM SUPPORT LEGAL ACTION OF WISCONSIN 201 WEST WALNUT STREET SUITE 203 GREEN BAY WI 54303 391077192 501(C)(3) 42230 PROGRAM SUPPORT LITERACY GREEN BAY 424 SOUTH MONROE STREET GREEN BAY WI 54301 391383597 501(C)(3) 68992 PROGRAM SUPPORT LUTHERAN SOCIAL SERVICES OF WISCONSIN AND UPPER MICHIGAN INC PO BOX 12324 GREEN BAY WI 54301 390816846 501(C)(3) 19796 PROGRAM SUPPORT NEW COMMUNITY CLINIC 622 BODART STREET GREEN BAY WI 54301 391200636 501(C)(3) 168944 PROGRAM SUPPORT NEW COMMUNITY SHELTER 301 MATHER STREET GREEN BAY WI 54303 391787059 501(C)(3) 67088 PROGRAM SUPPORT NEW CURATIVE REHABILITATION INC 2900 CURRY LANE GREEN BAY WI 54308 390806435 501(C)(3) 64372 PROGRAM SUPPORT SALVATION ARMY OF BROWN COUNTY 1315 LIME KILN ROAD GREEN BAY WI 54311 390806899 501(C)(3) 152404 PROGRAM SUPPORT UNITED HMONG AND ASIAN AMERICAN COMMUNITY CENTER 401 9TH STREET GREEN BAY WI 54304 391952856 501(C)(3) 51130 PROGRAM SUPPORT VOLUNTEER CENTER OF BROWN COUNTY 984 9TH STREET GREEN BAY WI 54304 391208998 501(C)(3) 28299 PROGRAM SUPPORT COMMUNITY PARTNERSHIP FOR CHILDREN 1245 MAIN STREET GREEN BAY WI 54302 390806299 501(C)(3) 337214 PROGRAM SUPPORT OTHER UNITED WAYS AND OTHER ORGANIZATIONS VARIOUS GREEN BAY WI 54301 999999999 501(C)(3) 783162 PROGRAM SUPPORT PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: QUALIFICATION ASSESSMENTS ARE DONE BEFORE THE GRANTS ARE ISSUED. ONCE THE GRANTS ARE ISSUED, EACH GRANT, WILL HAVE ANNUAL OUTCOME MEASUREMENTS TO INSURE PROGRAM RESULTS. X 1 18380 COST X VARIOUS SUPPLES AND ADVERTISING 63 157165 FAIR MARKET VALUE 0 1 0 FORM 990, PART VI, SECTION B, LINE 11 THE TREASURER WILL PRESENT THE 990 TO THE EXECUTIVE COMMITTEE ALONG WITH THE BOARD OF DIRECTORS FOR EXPLANATION. FORM 990, PART VI, SECTION B, LINE 12C THE BROWN COUNTY UNITED WAY REQUIRES THAT ALL EMPLOYEES, BOARD MEMBERS AND KEY VOLUNTEERS SIGN THE CONFLICT OF INTEREST POLICY ON A YEARLY BASIS. IF ANY CONFLICTS ARISE, THEY WILL BE BROUGHT TO THE EXECUTIVE COMMITTEE FOR FURTHER REVIEW AND ACTION. FORM 990, PART VI, SECTION B, LINE 15 THE CEO'S COMPENSATION IS DETERMINED AFTER THE ANNUAL REVIEW. THE EXECUTIVE COMMITTEE WILL DETERMINE THE COMPENSATION AMOUNT BASED ON THE RESULTS OF THE ANNUAL REVIEW. THIS FIGURE WILL BE FORWARDED TO THE BOARD OF DIRECTORS FOR APPROVAL. ALL OTHER OFFICERS COMPENSATION WILL BE DETERMINED AFTER THEIR ANNUAL REVIEWS BY THE CEO. THE CEO WILL THEN BRING THIS AMOUNT TO THE EXECUTIVE COMMITTEE FOR APPROVAL. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC VIA GUIDESTAR.COM, WWW.BROWNCOUNTYUNITEDWAY.ORG, AND ALSO FURNISHED UPON PHONE OR MAIL REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -26,548. PRIOR PERIOD ADJUSTMENTS: 153,329. TOTAL TO FORM 990, PART XI, LINE 5: 126,781. THE ORGANIZATION DID NOT CHANGE ITS OVERSIGHT PROCESS OR THE PROCESS USED FOR SELECTING AN INDEPENDENT ACCOUNTANT DURING THE YEAR.