2011-12-09T14:46:39-06:00 2011-06-30 CLIFTON GUNDERSON LLP P O BOX 1347 RACINE WI 534011347 990 2010-07-01 390806285 UNITED WAY OF KENOSHA COUNTY INC UNIT 2626584104 3601 - 30TH AVENUE NO 202 KENOSHA WI 53144 KATHERINE MARKS 2626584104 2011-12-05 1 JOHN D KARLS CPA 2626379351 2010 2016-02-24 21:20:13Z KATHERINE MARKS 3601 - 30TH AVENUE KENOSHA WI 53144 989012 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. 16 16 8 786 0 0 1017477 955375 0 0 19847 14176 12629 19461 1049953 989012 720314 693009 0 0 284156 254103 0 0 69442 121623 144651 1126093 1091763 -76140 -102751 1558959 1408263 120713 72768 1438246 1335495 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 702846 587824 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.THE SPECIAL INITIATIVE FOR THE STRONG FAMILIES FOCUS AREA IS MENTORING. UNIVERSITY OF WISCONSIN-PARKSIDE, IN PARTNERSHIP WITH UWKC, ESTABLISHED MENTOR KENOSHA & RACINE TO MEET THE COMMUNITY'S GROWING NEED FOR MORE MENTORS. MENTOR TRAININGS ARE OFFERED THROUGHOUT THE YEAR AT UW-PARKSIDE. TOPICS INCLUDE: INTRO TO MENTORING, CULTURAL COMPETENCY AND AGES AND STAGES. ALL OF THESE TRAININGS ARE FREE AND OPEN TO THE PUBLIC. UWKC STAFF SERVES ON MENTOR KR BOARD AND COMMITTEES. THE LEADERSHIP CONTINUES TO DEVELOP A STRONG INFRASTRUCTURE AND FOUNDATION FOR THIS INITIATIVE. SERVICE PROVIDERS MUST BECOME CERTIFIED THROUGH THE STANDARDS ESTABLISHED BY MENTOR KR TO BE ABLE TO OBTAIN SUPPORT FROM THIS INITIATIVE. 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 GROUPS.ACCESS 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 GROUPS.MAXIMIZING 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 POSSIBLE.THE 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. IN 2010, THE DELEGATION FORMED WITH THE KENOSHA LIFECOURSE INITIATIVE FOR HEALTH FAMILIES (LIHF) COLLABORATIVE. THE GOAL AND OBJECTIVE OF KENOSHA LIHF IS TO CREATE AND IMPLEMENT A PLAN 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. THE KENOSHA LIHF PROJECT WORK PLAN DELINEATES THE ACTIVITY, TIMEFRAME, RESPONSIBLE PERSON AND ANTICIPATED OUTCOMES FOR THE STATED GOAL OF IMPROVING THE HEALTH STATUS OF AFRICAN AMERICAN WOMEN OVER THE LIFESPAN, LEADING TO HEALTHY BIRTH OUTCOMES. THE OBJECTIVES OF THE PROJECT DURING THE PLANNING PHASE ARE TO DEVELOP A COLLABORATIVE AND COMMUNITY ACTION PLAN, AND TO BEGIN EARLY IMPLEMENTATION ACTIVITIES.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 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-SUFFICIENCY.SELF SUFFICIENCYOBJECTIVE: 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 PHASE PROCESS - 1) BUILD INCOME; 2) INCREASE SAVINGS; AND 3) GAIN AND SUSTAIN ASSETS. IN THE FIRST PHASE - BUILD INCOME - UWKC HAS SUCCESSFULLY IMPLEMENTED THE VOLUNTEER INCOME TAX ASSISTANCE (VITA) PROGRAM. VITA PROVIDES FREE INCOME TAX PREPARATION SERVICES TO LOW TO MODERATE INCOME INDIVIDUALS AND FAMILIES. THIS PAST YEAR THE PROGRAM SERVED OVER 700 CLIENTS, SAVED APPROXIMATELY $145,000 IN TAX PREP FEES AND THE COMBINED TOTAL OF FEDERAL AND STATE REFUNDS WAS OVER $1.2 MILLION. THE NEXT PHASE - INCREASE SAVINGS - 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. 102658 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 NORTH AND SOUTH SUBWAYS 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. BY UTILIZING UNITED WAY OF KENOSHA COUNTY'S WEBSITE, VOLUNTEERS AND NON-PROFITS CAN ACCESS OUR VOLUNTEER CENTER AND ITS' VOLUNTEER SOLUTIONS SOFTWARE. BY USING THIS SOFTWARE NON-PROFITS CAN POST VOLUNTEER OPPORTUNITIES AND VOLUNTEERS CAN VIEW VOLUNTEER OPPORTUNITIES THAT ARE ALIGNED WITH THEIR SKILLS, TALENTS AND INTERESTS. THE VOLUNTEER CENTER WAS DESIGNED TO BECOME THE MOST COMPREHENSIVE SOURCE FOR VOLUNTEER OPPORTUNITIES AND RESOURCES IN KENOSHA COUNTY.BESIDES OFFERING YEAR-ROUND VOLUNTEER OPPORTUNITIES, UWKC ANNUAL HOSTS DAYS OF ACTION DURING THE MONTH OF SEPTEMBER. CONCENTRATED ONE, TWO OR THREE DAYS OF VOLUNTEER OPPORTUNITIES ARE AVAILABLE TO INDIVIDUALS AND GROUPS. LOCAL NON-PROFITS SUBMIT PROJECTS AND UWKC MATCHES INDIVIDUALS/GROUPS WITH COMPATIBLE AGENCY AND PROJECT. OVER 150 PEOPLE PARTICIPATE ANNUALLY. IN MARCH 2011, UWKC, IN PARTNERSHIP WITH THE KENOSHA EDUCATION ASSOCIATION, JOINED MANY COMMUNITIES THROUGHOUT THE NATION BY RECRUITING LOCAL BUSINESS MEN AND WOMEN TO READ TO KINDERGARTEN TO 3RD GRADE STUDENTS ATTENDING LOCAL ELEMENTARY SCHOOLS ON DR. SEUSS' BIRTHDAY ON MARCH 2. 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. 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. 105185 105185 WE PROCESSED $105,185 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 105185 105185 910689 1 1 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 0 1 0 0 1 8 1 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 WI X KATHERINE MARKS CEO 2626584104 3601 - 30TH AVENUE SUITE 202 KENOSHA WI 531441642 BRYAN ALBRECHT 1.00 X X 0 0 0 GERI CUCUNATO 1.00 X 0 0 0 LINDA LANGENSTROER 1.00 X 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 LENNY KLAVER 1.00 X 0 0 0 AARON TRAUTWEIN 1.00 X 0 0 0 ANNIE JONES 1.00 X 0 0 0 JOHN MILISAUSKAS 1.00 X 0 0 0 BILL ROBERTS 1.00 X 0 0 0 LAURIE STAVES 1.00 X X 0 0 0 JOE GARCIA 1.00 X 0 0 0 TIM THOMPKINS 1.00 X 0 0 0 MARY MODDER 1.00 X 0 0 0 KATHERINE MARKS 50.00 X 67032 0 15723 SHERRY WESTHOFF 25.00 X 26825 0 805 93857 0 16528 0 0 0 0 0 8656 21838 924881 89576 955375 14176 14176 COST RECOVERY FEES 900099 11011 11011 MISCELLANEOUS 900099 8450 8450 19461 989012 19461 0 14176 693009 693009 99179 56863 28051 14265 98116 56254 27750 14112 3245 1875 956 414 38433 22205 11323 4905 15130 9108 4202 1820 28405 6773 12373 9259 2224 1974 44 206 9747 6271 1507 1969 25200 14559 7425 3216 3907 2802 505 600 3129 2593 333 203 7590 4385 2236 969 5364 3099 1580 685 2406 1390 709 307 EQUIPMENT RENTAL AND MA 21075 12654 6507 1914 PRINTING 10888 832 276 9780 TELEPHONE 7917 5007 2030 880 STAFF TRAINING AND RECR 7249 4773 1965 511 APPRECIATION EXPENSE 3580 2027 553 1000 5970 2236 1307 2427 1091763 910689 111632 69442 100 100 1242401 1100251 285198 281202 10206 10548 51115 36273 18743 14842 2311 1320 1558959 1408263 120713 72768 120713 72768 X 607349 546648 830897 788847 1438246 1335495 1558959 1408263 -102751 0 X X 0 1 1 X 0 X 1087429 1411442 1135719 1017477 955375 5607442 1087429 1411442 1135719 1017477 955375 5607442 355938 5251504 39773 38699 18096 19847 14176 130591 4800 3183 1809 12629 19461 41882 5779915 0.90860 0.91090 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 40671 27189 13482 10444 9084 1360 14842 989012 1091763 -102751 0 -102751 892943 9116 9116 883827 105185 105185 989012 995694 9116 9116 986578 105185 105185 1091763 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 2007, 2008, AND 2009 ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED. PART XII, LINE 4B - OTHER ADJUSTMENTS: DESIGNATED PLEDGES 105,185. PART XIII, LINE 4B - OTHER ADJUSTMENTS: DESIGNATED PLEDGES 105,185. 1 AIDS RESOURCE CENTER OF WI 820 N PLANKINTON AVENUE MILWAUKEE WI 53203 391534049 501(C)(3) 10190 DONOR DESIGNATED (1)HIV HEALTH CARE SERVICES AMERICAN RED CROSS - SOUTHEASTERN WISCONSIN 2600 W WISCONSIN MILWAUKEE WI 53233 390816839 501(C)(3) 9125 DONOR DESIGNATED (1)DISASTER SERVICES BIG BROTHERSBIG SISTERS OF RACINE AND KENOSHA COUNTY INC 2302 DEKOVEN AVENUE SUITE B RACINE WI 53403 391052882 501(C)(3) 18868 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) 17000 FAMILY EMPOWERMENT PROGRAMS BOYS & GIRLS CLUB OF KENOSHA INC 1715 52ND STREET KENOSHA WI 53140 391732935 501(C)(3) 47011 DONOR DESIGNATED (1)YOUTH EMPOWERMENT BRASS COMMUNITY SCHOOL 6400 15TH AVE KENOSHA WI 53143 391089927 501(A) 7395 BOOK AG DOLLS, MEN AND WOMEN CLOTHING COMMUNITY OUTREACH CHILDREN'S SERVICE SOCIETY OF WISCONSIN 708 57TH STREET SUITE 200 KENOSHA WI 53140 390806380 501(C)(3) 46088 DONOR DESIGNATED (1)CHILD AND FAMILY COUNSELING ELCA URBAN OUTREACH CENTER 2006 60TH STREET KENOSHA WI 53140 020638260 501(C)(3) 25400 32826 BOOK AG DOLLS, MEN AND WOMEN CLOTHING DONOR DESIGNATED (1)COMMUNITY OUTREACH, GRACE SAFE PLACE PROGRAM WKC PRESCRIPTION ASSIST FIRST STEP SERVICES 1017 63RD STREET KENOSHA WI 53143 391922209 501(C)(3) 75 10379 BOOK MEN AND WOMEN CLOTHING DONOR DESIGNATED (1) COMMUNITY OUTREACH GIRL SCOUTS OF SE WI 131 S 69TH STREET MILWAUKEE WI 53214 390892833 501(C)(3) 10439 DONOR DESIGNATED (1)URBAN OUTREACH INITIATIVES HOSPICE ALLIANCE INC 10220 PRAIRIE RIDGE BLVD PLEASANT PRAIRIE WI 53158 391403883 501(C)(3) 7391 DONOR DESIGNATED (1)HOSPICE HOUSE KENOSHA ACHIEVEMENT CENTER INC 1218 79TH STREET KENOSHA WI 53143 391399101 501(C)(3) 57674 DONOR DESIGNATED (1)SPECIALIZED TRAINING AND HANEN PROGRAM KENOSHA AREA FAMILY & AGING SERVICES INC 7730 SHERIDAN ROAD KENOSHA WI 53143 391132382 501(C)(3) 23304 DONOR DESIGNATED (1)MEALS ON WHEELSWKC EMERGENCY FOOD BOXES RACINEKENOSHA COMMUNITY ACTION AGENCY 2113 N WISCONSIN STREET RACINE WI 53402 391087210 501(C)(3) 5753 DONOR DESIGNATED (1)EMERGENCY RENTAL ASSISTANCE KENOSHA COMMUNITY HEALTH CENTER 4536 22ND AVENUE KENOSHA WI 53140 391789874 501(C)(3) 9582 DONOR DESIGNATED (1)REMOVING BARRIERS TO DIABETES KENOSHA HUMAN DEVELOPMENT SERVICES 5407 8TH AVENUE KENOSHA WI 53140 391200678 501(C)(3) 65936 SEE PART IV SUPPLEMENTAL INFORMATION KENOSHA LITERACY COUNCIL 2419 63RD STREET KENOSHA WI 53143 391601969 501(C)(3) 20406 DONOR DESIGNATED (1)LITERACY FOR LIFE: ADULT LITERACY KENOSHA YMCA 7101 53RD STREET KENOSHA WI 53144 390826296 501(C)(3) 15768 DONOR DESIGNATED (1)FRANK NEIGHBORHOOD PROJECT WOMEN AND CHILDREN'S HORIZONS INC 2525 63RD STREET KENOSHA WI 53143 391278299 501(C)(3) 61652 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) 86839 DONOR DESIGNATED (1)EMERGENCY FAMILY SHELTER AND INTERFAITH NETWORK NIGHTLY SHELTER IMPACT INC 6737 W WASHINGTON ST SUITE 225 MILWAUKEE WI 53214 390988784 501(C)(3) 26000 2-1-1 COVERAGE FOR KENOSHA COUNTY AREA SHARING CENTER 7001 236TH AVENUE SALEM WI 53168 391502706 501(C)(3) 1505 16603 BOOK AG DOLLS, MEN AND WOMEN CLOTHING DONOR DESIGNATED (1)COMMUNITY OUTREACH UNITED WAY OF RACINE COUNTY 2000 DOMANIK DRIVE RACINE WI 53404 390806349 501(C)(3) 5976 DONOR DESIGNATED (1) WALK IN MY SHOES 2211 50TH STREET KENOSHA WI 53140 562542534 501(C)(3) 6670 BOOK AG DOLLS COMMUNITY OUTREACH 23 1 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 - COPIES OF THE MINUTES OF ALL THE MEETINGS IN THE LAST 12 MONTHS 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. OTHER INFORMATION: PART IV: 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 LESS THAN $5,000 AND THEREFORE NOT REPORTED SEPARATELY IN SCHEDULE I, PART II WERE $32,298 CASH GRANTS AND $14,856 NON-CASH ASSISTANCE. X 77424 COST DONATED PROPERTY X 2 847 COST DONATED PROPERTY X TOYS 1 11305 COST DONATED PROPERTY 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 FORM 990 IS REVIEWED BY THE SENIOR ACCOUNTANT, 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 FORM 990, PART XI, LINE 2C THE AUDIT COMMITTEE OVERSEES THE AUDIT AND THE PROCESS DID NOT CHANGE FROM THE PRIOR YEAR. 2010 OVERHEAD CALCULATION ($111,632 + $69,442) / $989,012 = 18.3% 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 9/30/08 ISSUED BY UNITED WAY OF AMERICA