UNITED WAY OF TAYLOR COUNTY INC: Form 990EZ, tax year 2011

View the entire original 990 at ProPublica ↗

Organization: UNITED WAY OF TAYLOR COUNTY INC (EIN 39-1429793)
Tax period: 2011-04-01 to 2012-03-31
Filed: 2012-08-13
IRS object ID: 201242269349201419
Schema version: 2011v1.2
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-EZ
Schedule A
Schedule B
Schedule O
Transfer Prsnl Bnft Contracts Decl

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2012-08-13T18:44:37-05:00	Timestamp
Tax Period End Date	2012-03-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Field	Value	IRS element (for citing)
EIN	390912608	EIN

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	HAWKINS ASH BAPTIE AND CO LLP	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	626 SOUTH 8TH STREET	AddressLine1
City	MEDFORD	City
State	WI	State
ZIP Code	54451	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990EZ	ReturnType
Tax Period Begin Date	2011-04-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	391429793	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	UNITED WAY OF TAYLOR COUNTY INC	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	UNIT	NameControl
Phone	7157483000	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 85	AddressLine1
City	MEDFORD	City
State	WI	State
ZIP Code	54451	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	MS CHARLENE HAND	Name
Title	TREASURER	Title
Phone	7157483000	Phone
Date Signed	2012-08-13	DateSigned
Authorize Third Party	1	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	RANDY L JUEDES CPA	Name
PTIN	P00961458	PTIN
Phone	7157482856	Phone

Field	Value	IRS element (for citing)
Tax Year	2011	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990-EZ IRS990EZ

Field	Value	IRS element (for citing)
Method Of Accounting Cash	X	MethodOfAccountingCash
Web Site	N/A	WebSite
Organization501c3	X	Organization501c3
Gross Receipts	93198	GrossReceipts
Info In Schedule O Part I	X	InfoInScheduleOPartI
Contributions Gifts Grants Etc	91637	ContributionsGiftsGrantsEtc
Investment Income	1561	InvestmentIncome
Total Revenue	93198	TotalRevenue
Grants And Similar Amounts Paid	57685	GrantsAndSimilarAmountsPaid
Fees And Oth Pymt To Ind Contractors	3500	FeesAndOthPymtToIndContractors
Printing Publications Postage	1192	PrintingPublicationsPostage
Other Expenses Total	5827	OtherExpensesTotal
Total Expenses	68204	TotalExpenses
Excess Or Deficit For Year	24994	ExcessOrDeficitForYear
Net Assets Or Fund Balances BOY	72842	NetAssetsOrFundBalancesBOY
Other Changes In Net Assets	936	OtherChangesInNetAssets
Net Assets Or Fund Balances EOY	98772	NetAssetsOrFundBalancesEOY
Info In Schedule O Part II	X	InfoInScheduleOPartII

Cash Savings And Investments CashSavingsAndInvestments

Field	Value	IRS element (for citing)
BOY	41841	BOY
EOY	63920	EOY

Other Assets Total OtherAssetsTotal

Field	Value	IRS element (for citing)
BOY	31001	BOY
EOY	34852	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	72842	BOY
EOY	98772	EOY

Sum Of Total Liabilities SumOfTotalLiabilities

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Net Assets Or Fund Balances NetAssetsOrFundBalances

Field	Value	IRS element (for citing)
BOY	72842	BOY
EOY	98772	EOY

Field	Value	IRS element (for citing)
Info In Schedule O Part III	X	InfoInScheduleOPartIII
Primary Exempt Purpose	COORDINATE DONATIONS FOR AREA ORGANIZATIONS.	PrimaryExemptPurpose

Program Service Accomplishment ProgramServiceAccomplishment

Field	Value	IRS element (for citing)
Description Program Service Accom	RAISE MONEY FOR INDIVIDUAL ORGANIZATIONS LISTED ON PART 1, LINE 10	DescriptionProgramServiceAccom
Grants And Allocations	57685	GrantsAndAllocations
Program Service Expenses	57685	ProgramServiceExpenses

Field	Value	IRS element (for citing)
Total Program Service Expenses	57685	TotalProgramServiceExpenses

Officer Director Trustee Key Empl OfficerDirectorTrusteeKeyEmpl (8 entries)

Address Line1AddressUS/AddressLine1	CityAddressUS/City	StateAddressUS/State	ZIP CodeAddressUS/ZIPCode	TitleTitle	Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition	CompensationCompensation	Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc	Expense Account Other AllowancesExpenseAccountOtherAllowances
GREG ELLIS
PO BOX 85	MEDFORD	WI	54451	PRESIDENT	1.00	0	0	0
PAUL HOFFMAN
PO BOX 85	MEDFORD	WI	54451	VICE PRESIDENT	1.00	0	0	0
CHARLENE HAND
PO BOX 85	MEDFORD	WI	54451	TREASURER	8.00	0	0	0
TRUDY JORSTAD
PO BOX 85	MEDFORD	WI	54451	SECRETARY	1.00	0	0	0
LYNN ROSEMEYER
PO BOX 85	MEDFORD	WI	54451	DIRECTOR	1.00	0	0	0
CINDY DASSOW
PO BOX 85	MEDFORD	WI	54451	DIRECTOR	2.50	0	0	0
HARRY SWEDA
PO BOX 85	MEDFORD	WI	54451	DIRECTOR	1.00	0	0	0
SUE KING
PO BOX 85	MEDFORD	WI	54451	DIRECTOR	1.00	0	0	0

Field	Value	IRS element (for citing)
Info In Schedule O Part V	X	InfoInScheduleOPartV
Activities Not Previously Rpt	0	ActivitiesNotPreviouslyRpt
Made Changes To Orgnzng Etc Doc	0	MadeChangesToOrgnzngEtcDoc
Organization Had UBI	0	OrganizationHadUBI
Subject To Proxy Tax	0	SubjectToProxyTax
Organization Dissolved Etc	0	OrganizationDissolvedEtc
Direct Indirect Political Expend	0	DirectIndirectPoliticalExpend
Made Loans To From Officers	0	MadeLoansToFromOfficers
Tax Imposed Under IRC4911	0	TaxImposedUnderIRC4911
Tax Imposed Under IRC4912	0	TaxImposedUnderIRC4912
Tax Imposed Under IRC4955	0	TaxImposedUnderIRC4955
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTrans
Amount Of Tax Imposed On Org Mgr	0	AmountOfTaxImposedOnOrgMgr
Amount Of Tax Reimbursed By Org	0	AmountOfTaxReimbursedByOrg
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTrans
States Where Copy Of Return Is Filed	WI	StatesWhereCopyOfReturnIsFiled

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

Field	Value	IRS element (for citing)
Business Name Line1	MS CHARLENE HAND TREASURER	BusinessNameLine1

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	PO BOX 85	AddressLine1
City	MEDFORD	City
State	WI	State
ZIP Code	544510085	ZIPCode

Field	Value	IRS element (for citing)
Telephone Number	7154478241	TelephoneNumber

Field	Value	IRS element (for citing)
Foreign Financial Account	0	ForeignFinancialAccount
Foreign Office	0	ForeignOffice
Maintain Any Donor Advised Funds	0	MaintainAnyDonorAdvisedFunds
Does Org Have Hospital	0	DoesOrgHaveHospital
Tanning Services Provided	0	TanningServicesProvided
Related Org Controlled Entity	0	RelatedOrgControlledEntity
Engage Political Cmpgn Activities	0	EngagePoliticalCmpgnActivities
Engage In Lobbying Activities	0	EngageInLobbyingActivities
Operating School	0	OperatingSchool
Trnsfrs Exempt Non Char Related Org	0	TrnsfrsExemptNonCharRelatedOrg
Part VI Of Comp Of Highest Paid Empl	NONE	PartVIOfCompOfHighestPaidEmpl
Part VIA Hghst Paid Cntrct Prof Ser	NONE	PartVIAHghstPaidCntrctProfSer
Filed Schedule A	1	FiledScheduleA

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Publicly Supported Org170b1 Avi	X	PubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	80250	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	84580	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	84979	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	90175	CurrentTaxYearMinus1Year
Current Tax Year	91637	CurrentTaxYear
Total	431621	Total

Total170 Total170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	80250	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	84580	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	84979	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	90175	CurrentTaxYearMinus1Year
Current Tax Year	91637	CurrentTaxYear
Total	431621	Total

Field	Value	IRS element (for citing)
Amounts Subst Contributors Total	93573	AmountsSubstContributorsTotal
Public Support Total170	338048	PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	2784	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	1964	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	7587	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	3554	CurrentTaxYearMinus1Year
Current Tax Year	2497	CurrentTaxYear
Total	18386	Total

Other Income170 OtherIncome170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	301	CurrentTaxYearMinus4Years
Total	301	Total

Field	Value	IRS element (for citing)
Total Support	450308	TotalSupport
Public Support Pertcentage170	0.75070	PublicSupportPertcentage170
Public Support Pertcent Prior Year	0.76380	PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170	X	ThirtyThreePercntTestsCY170
General Explanation	SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME FROM ADMINISTRATION OF GRANT	GeneralExplanation

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

Field	Value	IRS element (for citing)
Contributor Number	RESTRICTED	ContributorNumber

Contributor Name Business ContributorNameBusiness

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor Address US ContributorAddressUS

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Aggregate Contributions	RESTRICTED	AggregateContributions

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (17 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
OTHER INVESTMENT INCOME	FORM 990-EZ, PART I, LINE 4	INTEREST 319.. DIVIDENDS 1,242.. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 1,561.
GRANTS AND SIMILAR AMOUNTS PAID	FORM 990-EZ, PART I, LINE 10	ACTIVITY CLASSIFICATION: FUNDS FOR TRAINING VOLUNTEERS. GRANTEE NAME: BIG BROTHERS BIG SISTERS OF THE NORTHWOODS. GRANTEE ADDRESS: 170 N 4TH AVE PARK FALLS, WI 54552. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 03/10/12. AMOUNT GIVEN: 4,500.
GRANTS AND SIMILAR AMOUNTS PAID	FORM 990-EZ, PART I, LINE 10	ACTIVITY CLASSIFICATION: FUNDS FOR TRAINING VOLUNTEERS. GRANTEE NAME: BIRCH TRAIL GIRL SCOUT COUNCIL. GRANTEE ADDRESS: 3511 CAMP PHILLIPS RD SCHOFIELD, WI 54476. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 03/10/12. AMOUNT GIVEN: 1,500.
GRANTS AND SIMILAR AMOUNTS PAID	FORM 990-EZ, PART I, LINE 10	ACTIVITY CLASSIFICATION: FUNDS FOR TRANSPORTATION COSTS. GRANTEE NAME: GILMAN SUMMER RECREATION PROGRAM. GRANTEE ADDRESS: NA GILMAN, WI 54433. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 03/10/12. AMOUNT GIVEN: 1,000.
GRANTS AND SIMILAR AMOUNTS PAID	FORM 990-EZ, PART I, LINE 10	ACTIVITY CLASSIFICATION: FUNDS FOR FOOD. GRANTEE NAME: INDIANHEAD COMMUNITY ACTION AGENCY. GRANTEE ADDRESS: PO BOX 40 LADYSMITH, WI 54848. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 03/10/12. AMOUNT GIVEN: 10,035.
GRANTS AND SIMILAR AMOUNTS PAID	FORM 990-EZ, PART I, LINE 10	ACTIVITY CLASSIFICATION: FUNDS FOR FAMILY VISIT PROGRAM. GRANTEE NAME: PARENT RESOURCE CENTER OF TAYLOR COUNTY. GRANTEE ADDRESS: 133 WEST STATE STREET MEDFORD, WI 54451. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 03/10/12. AMOUNT GIVEN: 13,000.
GRANTS AND SIMILAR AMOUNTS PAID	FORM 990-EZ, PART I, LINE 10	ACTIVITY CLASSIFICATION: FUNDS FOR FOOD AND CLOTHING. GRANTEE NAME: SALVATION ARMY OF MEDFORD. GRANTEE ADDRESS: NA MEDFORD, WI 54451. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 03/10/12. AMOUNT GIVEN: 10,000.
GRANTS AND SIMILAR AMOUNTS PAID	FORM 990-EZ, PART I, LINE 10	ACTIVITY CLASSIFICATION: FUNDS FOR 24 HOUR CRISIS LINE, FOOD, AND SHELTER. GRANTEE NAME: STEPPING STONES, INC.. GRANTEE ADDRESS: PO BOX 224 MEDFORD, WI 54451. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 03/10/12. AMOUNT GIVEN: 4,500.
GRANTS AND SIMILAR AMOUNTS PAID	FORM 990-EZ, PART I, LINE 10	ACTIVITY CLASSIFICATION: FUNDS FOR DELIVERY COSTS OF MEALS. GRANTEE NAME: TAYLOR COUNTY COMMISSION ON AGING. GRANTEE ADDRESS: 845B EAST BROADWAY AVE MEDFORD, WI 54451. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 03/10/12. AMOUNT GIVEN: 5,000.
GRANTS AND SIMILAR AMOUNTS PAID	FORM 990-EZ, PART I, LINE 10	ACTIVITY CLASSIFICATION: FUNDS FOR TRAINING VOLUNTEERS. GRANTEE NAME: SAMOSET COUNCIL, INC BOY SCOUTS OF AMERICA. GRANTEE ADDRESS: 3511 CAMP PHILLIPS RD WESTON, WI 54476. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 03/10/12. AMOUNT GIVEN: 1,000.
GRANTS AND SIMILAR AMOUNTS PAID	FORM 990-EZ, PART I, LINE 10	ACTIVITY CLASSIFICATION: FUNDS FOR IMPROVEMENTS AND SUPPLIES. GRANTEE NAME: BLACK RIVER INDUSTRIES. GRANTEE ADDRESS: 650 JENSEN DRIVE MEDFORD, WI 54451. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 03/10/12. AMOUNT GIVEN: 4,000.
GRANTS AND SIMILAR AMOUNTS PAID	FORM 990-EZ, PART I, LINE 10	ACTIVITY CLASSIFICATION: FUNDS FOR CRIME PANELS AND CONFERENCES. GRANTEE NAME: RESTORATIVE JUSTICE OF TAYLOR COUNTY. GRANTEE ADDRESS: 224 SOUTH 2ND STREET MEDFORD, WI 54451. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 03/10/12. AMOUNT GIVEN: 2,000.
GRANTS AND SIMILAR AMOUNTS PAID	FORM 990-EZ, PART I, LINE 10	ACTIVITY CLASSIFICATION: FUNDS FOR COATS FOR KIDS. GRANTEE NAME: MEDFORD ELEMENTARY SCHOOL. GRANTEE ADDRESS: 1065 W BROADWAY AVE MEDFORD, WI 54451. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 12/05/11. AMOUNT GIVEN: 548.
GRANTS AND SIMILAR AMOUNTS PAID	FORM 990-EZ, PART I, LINE 10	ACTIVITY CLASSIFICATION: FUNDS FOR COATS FOR KIDS. GRANTEE NAME: GILMAN SCHOOL DISTRICT. GRANTEE ADDRESS: 325 N FIFTH AVE GILMAN, WI 54433. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 12/05/11. AMOUNT GIVEN: 602. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 57,685.
OTHER EXPENSES	FORM 990-EZ, PART I, LINE 16	DESCRIPTION: ADVERTISING. AMOUNT: 1,011. DESCRIPTION: CAMPAIGN KICKOFF. AMOUNT: 2,735. DESCRIPTION: INSURANCE. AMOUNT: 550. DESCRIPTION: MEETINGS AND TRAVEL. AMOUNT: 295. DESCRIPTION: MEMBERSHIP & DUES. AMOUNT: 631. DESCRIPTION: BUSINESS REGISTRATION FEES. AMOUNT: 241. DESCRIPTION: TELEPHONE. AMOUNT: 228. DESCRIPTION: DEPRECIATION AND AMORTIZATION. AMOUNT: 136. TOTAL TO FORM 990-EZ, LINE 16: 5,827.
OTHER CHANGES IN NET ASSETS	FORM 990-EZ, PART I, LINE 20	DESCRIPTION: UNREALIZED APPRECIATION IN FAIR VALUE OF INVESTMENTS. AMOUNT: 936.
OTHER ASSETS	FORM 990-EZ, PART II, LINE 24	DESCRIPTION: INVESTMENTS - MUTUAL FUNDS. BEG. OF YEAR AMOUNT: 31,001. END OF YEAR AMOUNT: 33,179. DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 1,673.

Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl

Field	Value	IRS element (for citing)
Declaration	THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.	Declaration

Comments