2011-08-01T14:29:59-07:00 2010-12-31 990 2010-01-01 396006734 UNITED WAY OF NORTH ROCK COUNTY INC UNIT 6087573040 205 N Main Street Ste 101 Janesville WI 53545 Ronald K Ochs 6087573040 2011-08-01 2010 2016-02-24 21:20:13Z Ronald K Ochs 205 N Main Street Ste 101 Janesville WI 53545 1318013 0 X www.uwnrc.org X 1944 WI United Way of North Rock County is dedicated to advancing the common good by improving the lives of people in north Rock County. Our goal is to create long-lasting changes that prevent problems from happening in the first place by investing in Education, Income, Health and Families. United Way is bringing "Live United" to life so all can give, advocate, and volunteer in support of the impact areas Education, Income, Health and Families. 18 17 9 1106 0 0 1449425 1267573 26025 27875 1536 888 186545 21677 1663531 1318013 939668 814716 0 0 394379 349087 0 0 90953 127729 132187 1461776 1295990 201755 22023 1782306 1793032 120283 102030 1662023 1691002 Mobilizing our communities, improving lives. We focus on Education, Income, Health and Families because these are the building blocks for a good quality of life. 0 0 823034 814716 27875 Community Impact includes all activities associated with identifying community needs; serving on local task forces and coalitions; and facilitation of the distribution of health and human service grants. It also includes provision of educational workshops for not-for-profit agencies to help build their organizational effectiveness. United Way of North Rock County is dedicated to advancing the common good by creating opportunities for a better life for all. Our goal is to create long-lasting changes that prevent problems from happening in the first place by investing in community strategies, not just one program mission. United Way impact areas are Education, Income, Health and families - the building blocks for a good quality of life. In 2010, United Way responded to the changing economic times by working with programs on credit counseling, foreclosure prevention, job training, and providing access to community information. In the Education and Health Impact Area, United Way participated and provided leadership in the following task forces and coalitions: CORD(Collaborative Organizations Responding to Dislocation); HEAT(Homeless Education Action Team) including Project 16:49(homeless teens program); HITF(Homeless Intervention Task Force) and YES in Rock county (Youth Emotional Stability). In 2008 a flood committee was established to facilitate the distribution of funds to Rock County flood victims from the Rock County United Ways Flood Fund. The fund was established with Stateline United Way and M&I Bank. In 2010, the balance of the fund $8,119 was distributed. The United Way Community Services Building provides office space at a reduced rate for five local non-profit groups and two meeting rooms: one that can seat approximately 40 people and another that seats 12. Both of these spaces are available at any time for local non-profit groups at no charge. 68254 0 0 Volunteer Network mobilizes youth and adult volunteers linking them to noprofit organizations that need help. In 2010, Volunteer Network tracked 816 total volunteer contacts linking them with over 130 agencies in Rock County. Volunteer Network worked with 479 youth volunteers and 140 adult volunteers. Volunteer Network also facilitated Youth Service Day, Helping Hand Awards, Celebration of Caring and assisted with the Letter Carriers Food Drive, which collected 54,000 lbs of food to stock local food pantries. In addition, the Volunteer Network coordinated the school flyers with the Janesville School District and KANDU Industries. Leadership was provded to a variety of statewide coalitions such as Volunteer Center Association of Wisconsin and the Wisconsin Regional VOAD(Voluntary Organizations Active in Disaster). 68336 0 0 First Call is a free and confidential comprehensive information and referral program for Rock county and the Stateline area. First Call connects individuals to agency programs that can meet their needs and is a joint program with Stateline United Way. In 2010, First Call responded to 3,793 calls, tracked 4,989 needs, made 8,664 program referrals, and tracked 130,454 website hits. First Call published several specialized directories including: Help for Hard Times; Support Manual; ATODA Directory; Hispanic Informational Directory; Military guide; rock county Food Resource Guide; Resources Available by Location; and Youth Yellow Pages. Rock Responds is a project of First Call which connects the business community with not-for-profit agencies with clients in need. In 2010, rock Respnds posted 402 items to give away (68% filled); 485 individual/family requests (28% filled) and 78 Community Service Announcements. First Call also participated in the Offenders Fair, Rock County Seniors Fair, and the Teacher's Wellness Fair. First Call had 3,069 volunteer and intern hours for 2010. 93749 93749 21677 Designations 93749 93749 21677 1053373 1 0 0 0 0 0 0 0 0 0 1 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 0 0 0 0 0 0 0 0 0 0 0 1 4 0 9 1 0 0 0 0 0 0 0 0 0 0 X 18 17 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 WI X X Mary E Wileman 6087573040 205 N Main St Ste 101 Janesville WI 53545 Gail Graham 40 X X 60052 0 2028 Lynn Gardinier 2 X X 0 0 0 John Wickhem 1 X 0 0 0 Patty Schumacher 1 X 0 0 0 Mari Anne Warren 1 X 0 0 0 Craig Knutson 1 X 0 0 0 Pat Leuzinger 1 X 0 0 0 Mike Gentry 1 X 0 0 0 Barry Badertscher 1 X 0 0 0 Katie Fitzgerald 1 X 0 0 0 Mary Fanning-Penny 1 X 0 0 0 Mary Frederick 1 X 0 0 0 Mike O'Brien 1 X 0 0 0 Steve Servantez 1 X 0 0 0 Bill Boyd 1 X 0 0 0 John Cook 1 X X 0 0 0 Kerry Swanson 1 X 0 0 0 Karen Schulte 1 X 0 0 0 60052 0 2028 0 0 0 0 0 52211 0 0 0 7000 1208362 0 1267573 Rental Income 531120 27875 27875 0 0 0 0 0 0 27875 888 0 0 888 0 0 0 0 0 0 0 0 0 0 0 0 0 Other Revenue - Processing Fees 561000 21677 21677 0 0 0 0 0 0 21677 1318013 49552 0 888 814716 814716 63965 15352 46694 1919 209171 113483 52446 43242 6508 4145 531 1832 48019 32381 4733 10905 21424 9432 8653 3339 10200 10200 24183 3969 6564 13650 14538 8091 3754 2693 5197 2568 524 2105 23109 19306 1846 1957 747 253 11 483 3088 1919 67 1102 11833 5521 4379 1933 21325 9926 7890 3509 4118 2910 639 569 Dues, Awards,Subscriptions 9193 6599 1404 1190 4656 2802 1329 525 1295990 1053373 151664 90953 50 50 621480 599826 696885 727120 7278 7349 791691 400948 395629 390743 60984 67944 1782306 1793032 120283 102030 120283 102030 X 777078 792857 884945 898145 0 0 1662023 1691002 1782306 1793032 X 22023 6956 X 0 1 1 X 0 X 1737693 1735110 1249430 1449425 1267573 7439231 1737693 1735110 1249430 1449425 1267573 7439231 7439231 6269 5914 3592 1536 888 18199 37660 163440 201100 7658530 190656 0.97137 0.97292 X Gross income from raffle activities. 0 71700 71700 0 636340 331372 304968 0 0 0 0 0 83651 69576 14075 0 0 0 0 390743 1318013 1295990 22023 6956 0 0 0 0 6956 28979 1332388 6956 101168 0 0 108124 1224264 0 93749 93749 1318013 1303409 101168 0 0 0 101168 1202241 0 93749 93749 1295990 SchD_P12_S00_L04b Schedule D, Part XII, Line 4b Designations paid to agencies and other United Ways. SchD_P13_S00_L04b Schedule D, Part XIII, Line 4b Designations paid to agencies and other United Ways. 1 American Heart Association 2850 Dairy Drive Suite 300 Madison WI 537186751 135613797 501(c)3 5006 Program Operating Cost American Red Cross South Central WI Chapter 211 N Parker Dr Janesville WI 53545 398038362 501(c)3 46420 Program Operating Cost Big Brothers Big Sisters 1239 Huebbe Pkwy Beloit WI 53511 391132693 501(c)3 33630 Program Operating Cost Boy Scouts of America Glacier's Edge Council #620 2300 E Racine St Janesville WI 53546 861145168 501(c)3 15079 Program Operating Cost Boys and Girls Club of Janesville 200 W Court St Janesville WI 53548 391645796 501(c)3 42670 Program Operating Cost Catholic Charities Inc 2020 E Milwaukee St Suite 9 Janesville WI 53545 390807067 501(c)3 34135 Program Operating Cost Children's Service Society 2020 East Milwaukee Street Suite 5 Janesville WI 53545 390806380 501(c)3 6572 Program Operating Cost Community Action Inc 200 W Milwaukee St Janesville WI 53548 391052077 501(c)3 71610 Program Operating Cost Edgerton Community Outreach 106 S Main St Edgerton WI 53534 391618796 501(c)3 14642 Program Operating Cost Enrichment Center 1400 Excalibur Dr Janesville WI 53546 390816846 501(c)3 6000 Program Operating Cost Epilepsy Foundation of Southern Wisconsin Inc 205 N Main St Suite 106 Janesville WI 53545 391383297 501(c)3 7192 Program Operating Cost Family Respite Care Services Inc 205 North Main Street Suite 107 Janesville WI 53545 202938113 501(c)3 8470 Program Operating Cost Family Services of Southern Wisconsin and Northern Illinois Inc 423 Bluff Street Beloit WI 53511 390833966 501(c)3 30790 Program Operating Cost Girl Scouts of Wisconsin Badgerland Council Inc 2710 Ski Lane Madison WI 53713 390806331 501(c)3 9126 Program Operating Cost HealthNet of Janesville Inc 23 W Milwaukee St Suite 208 Janesville WI 53548 391778804 501(c)3 31959 Program Operating Cost Janesville Community Day Care Inc 3103 Ruger Ave Janesville WI 535461937 391101821 501(c)3 44052 Program Operating Cost KANDU Industries Inc 1741 Adel St Janesville WI 535462999 391023165 501(c)3 7000 Program Operating Cost Lutheran Social Services 612 N Randall Ave Suite A Janesville WI 53545 390816846 501(c)3 22261 Program Operating Cost Retired Senior Volunteer Program of Rock County Inc 120 Eclipse Center Beloit WI 53511 391587220 501(c)3 19696 Program Operating Cost Rock Communities Youth Network 205 N Main Street Ste 192 Janesville WI 53545 270957843 501(c)3 9360 Program Operating Cost S M I L E S Inc N2666 County Road K Darien WI 53114 391508173 501(c)3 7990 Program Operating Cost Senior Services of Rock County Inc 120 N Crosby Ave PO Box 1676 Janesville WI 535471676 391419850 501(c)3 30034 Program Operating Cost The Literacy Connection Inc 205 North Main Street Suite 102 Janesville WI 535453062 237154117 501(c)3 23850 Program Operating Cost The Salvation Army 514 Sutherland Ave Janesville WI 53545 390806889 501(c)3 56876 Program Operating Cost YMCA of Northern Rock County 221 Dodges St Janesville WI 53545 390806368 501(c)3 6800 Program Operating Cost YWCA of Rock County 1735 S Washington St Janesville WI 53546 390808510 501(c)3 126690 Program Operating Cost Stateline United Way 400 East Grand Avenue Beloit WI 535116200 390902267 501(c)3 9159 Donor Designated for General Support United Way of Dane County 2059 Atwood Avenue Madison WI 537045367 390817532 501(c)3 6861 Donor Designated for General Support United Way of Walworth County PO Box 1020 Elkhorn WI 53121 391471340 501(c)3 8831 Donor Designated for General Support United Way of Greater McHenry County 4508 Prime Pkwy McHenry IL 60050 366147909 501(c)3 13611 Donor Designated for General Support 30 0 SchI_P01_S00_L02 Schedule I, Part I, Line 2 Schedule I, Part I, Line 2 - A Program Partner Agency whose select programs are funded by the United Way of North Rock County must meet all of the following criteria: a. Program aligns with United Way of North Rock County mission. b. Provide program(s) which meet documented health and/or human service needs in the north Rock County area, aligns with United Way impact areas, and provides measurable outcomes. c. Comply with all United Way of North Rock County partner relations policies. d. Demonstrates a need for United Way funds. e. Maintain Supporting Services (management, general and fund raising expenses) below 25%. f. Incorporated as a health or human service organization. g. Not-for-profit with charitable tax-exempt status IRS (501)(c)(3). h. Be registered as a charitable organization with the State of Wisconsin, i. Governed by a voluntary board of directors with provision for orderly rotation of membership. j. Maintain a policy of non discrimination, equal opportunity, and Americans with Disabilities Act compliance United Way of North Rock County utilizes a citizen review process recruiting community volunteers and local experts to make resource investment decisions that are based on identified community needs and strategies in four impact areas: Education, Income, Health and Families. These volunteers meet monthly for education on the issues and the United Way grant application process. The 2010-2011 Grant Process included review of the following: Letter of Intent; Program Grant Application; Proposed Program Budget; Partner Certification Form; Year-End Financial Statements; Most Recent Financial Statements; Audits; Management Letters; IRS 990's; Board Roster; and Patriot Act Compliance. The program application was scored as follows: 1) Program Documented Need and Target Population (20 Points) a) Explain the program need in the community including specific documentation b) Description of Target Population Served including the number of clients that will be served in the program 2) Program Alignment with Impact Area and Identified Strategies (20 Points) a) Identify the Impact Area the program aligns with b) Identify the strategies within the Impact Area the program addresses c) Explain how the program addresses the strategies 3) Program Service Delivery and Resources (20 Points) a) Describe the major program activities b) Identify other programs in the community that provide similar services c) Explain how the program services a vital role within the service delivery system d) Describe how the agency will utilize United Way grant dollars to implement the program 4) Program Outcomes and Evaluation (40 Points) a) Complete a Logic Model for each program identifying program resources; activities/strategies; outputs; outcomes; targets; and indicators. _______________________________________________________________ Page 33 Over 40 trained volunteers participated in the grant application process. Volunteers were members of the four Impact Area Teams; Outcomes Advisory Team; Financial Review Team; and Community Impact Council. They reviewed the letters of intent; grant applications; program outcomes and evaluation plans; and agency financials. The Impact Team members scored the grant applications; received feedback from the Financial Review and Outcomes Advisory Teams then recommended a specific grant for each program based on the score and anticipated community needs in 2010 and 2011. The scores and grant amounts were averaged and reviewed again for further discussion and potential adjustment to align with the amount of allocable dollars available for program grants. The Impact Teams made recommendations to the Community Impact Council who then reviewed the recommendations and forwarded a final recommendation to the United Way board of directors. The board of directors approved the 2010 and 2011 program grant funding at the June, 2009 board meeting. Grant notification letters were mailed to the Partner Agencies identifying the program grant amount as well as comments from the volunteers. SchI_P02_S00_L02 Schedule I, Part II, Line 2 Designations and Grants under $5,000: Designations to 19 United Ways totaling $28,079. Grants and Designations to 11 agencies totaling $22,146. Flood Recovery Fund Grants of $8,119 paid to six recipients. F990_P06_S0A_L02 Form 990, Part VI, Section A, Line 2 John Wickhem and Patty Schumacher have a family relationship. F990_P06_S0B_L11a Form 990, Part VI, Section B, Line 11a A draft of form 990 is e-mailed to all members of the board for review. After all changes are made, the board reviews the revised draft and votes (either electronically or at a regularly scheduled meeting) to approve the return for filing. The prepared form 990 is filed with the IRS once approved. F990_P06_S0B_L12c Form 990, Part VI, Section B, Line 12c Annually all members of the board of directors are given a form to disclose all conflicts of interest. The President reviews the completed forms and the signed forms are kept at the organization's administrative office. F990_P06_S0B_L15 Form 990, Part VI, Section B, Line 15 The Executive Committee conducts an annual performance review of the President, reviews compensation for comparable positions, and recommends a compensation level that is approved by the board of directors as part of the annual budgeting process. The President reviews the key employees and approves comparable compensation. F990_P06_S0C_L19 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 upon request. F990_P11_S00_L05 Form 990, Part XI, Line 5 Not included on 990 Unrealized gain/loss 6,956. Additional time was needed to work with our independent accountant in order to file a complete and accurate return.