UNITED WAY OF MARATHON COUNTY INC: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- UNITED WAY OF MARATHON COUNTY INC (EIN 39-0935496)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-08-16
- IRS object ID
- 201142289349300129
- Schema version
- 2010v3.4
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-08-16T09:48:42-07:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 390935496 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED WAY OF MARATHON COUNTY INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | UNIT | NameControl |
| Phone | 7158482927 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 137 River Dr | AddressLine1 |
| City | Wausau | City |
| State | WI | State |
| ZIP Code | 54403 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Joanne Kelly | Name |
| Title | Executive Director | Title |
| Phone | 7158482927 | Phone |
| Date Signed | 2011-08-15 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Joanne I Kelly | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 137 River Dr | AddressLine1 |
| City | Wausau | City |
| State | WI | State |
| ZIP Code | 54403 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 2961681 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.unitedwaymc.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1959 | YearFormation |
| State Legal Domicile | WI | StateLegalDomicile |
| Activity Or Mission Description | 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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 30 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 30 | NbrIndependentVotingMembers |
| Total Nbr Employees | 24 | TotalNbrEmployees |
| Total Nbr Volunteers | 4051 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 2734687 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 2862422 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 34920 | InvestmentIncomePriorYear |
| Investment Income Current Year | 44464 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 57651 | OtherRevenuePriorYear |
| Other Revenue Current Year | 54422 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 2827258 | TotalRevenuePriorYear |
| Total Revenue Current Year | 2961308 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1921229 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1772908 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 766832 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 814580 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 264504 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 340028 | OtherExpensePriorYear |
| Other Expenses Current Year | 304509 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 3028089 | TotalExpensesPriorYear |
| Total Expenses Current Year | 2891997 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -200831 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 69311 | RevenuesLessExpensesCY |
| Total Assets BOY | 4232916 | TotalAssetsBOY |
| Total Assets EOY | 4216145 | TotalAssetsEOY |
| Total Liabilities BOY | 2090180 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1937619 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 2142736 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 2278526 | NetAssetsOrFundBalancesEOY |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 1906234 | Expense |
| Grants | 1772908 | Grants |
| Revenue | 0 | Revenue |
| Description | 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. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 283198 | Expense |
| Grants | 0 | Grants |
| Revenue | 0 | Revenue |
| Description | 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. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 77808 | Expense |
| Grants | 0 | Grants |
| Revenue | 0 | Revenue |
| Description | Project Step Up is a United Way pilot program committed to identifying and helping low-income working families make long-term changes in their lives by addressing the underlying issues related to poverty in their individual situations. The program assists families in accomplishing their goals, with links to needed resouces, in a structure of professional and volunteer staffing. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 206534 | Expense |
| Grants | 0 | Grants |
| Revenue | 0 | Revenue |
| Description | Description: 1. The Volunteer Connection is a non-profit program of the United Way which 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. > 2. Ready to Read is a partnership managed by United Way of Marathon County. The partnership's shared goal is to increase reading to and with babies and young children. Donated funds from United Way and other grants purchase age appropriate books at discount prices for children age birth to five. Books are then provided free to agency partners that are already serving families with young children, with an emphasis on agencies serving low income families. During visits to programs that they are accessing already, immunization clinics for example, families receive a free, age appropriate book and even more importantly, they receive information about the benefits of reading to their baby or young child. All administrative costs are provided in kind by partner agencies. Ready to Read is a cost effective program managed by United Way. > 3. Women in Action empowers positive change in the lives of others through leadership and involvement in philanthropy, volunteerism and advocacy. Women in Action is about mobilizing women to help other women. By giving, advocating and volunteering. It's a unique opportunity for women who want to help others by joining a giving circle and being part of a powerful network of other active and caring women. > 4. Bundles of Joy is an annual community-wide project that offers individuals and groups the opportunity to volunteer for a fun project and know that their efforts provide essential items for babies and toddlers. This project, new in 2007, used funds raised at the gift wrap center at the local mall, to provide diapers and formula to struggling families in Marathon County. Sponsorship of the gift wrap center by area businesses allowed 100 percent of the proceeds from Bundles of Joy to provide diapers and formula to young families who are walking a financial tightrope. > 5. Emerging Leaders, The LIFE project and the Hunger Coalition were also programs of United Way. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 206534 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 0 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 0 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 2473774 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 4 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 24 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 30 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 30 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | WI | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED WAY OF MARATHON COUNTY INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 7158482927 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 137 RIVER DR | AddressLine1 |
| City | WAUSAU | City |
| State | WI | State |
| ZIP Code | 54403 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (32 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| JOHN BAKER | ||||||
| BOARD MEMBER | 1.0 | X | 0 | 0 | 0 | |
| DR ELIZABETH BARR | ||||||
| BOARD MEMBER | 1.0 | X | 0 | 0 | 0 | |
| JUDY BEIER | ||||||
| BOARD MEMBER | 1.0 | X | 0 | 0 | 0 | |
| GARY BEZUCHA | ||||||
| BOARD MEMBER | 1.0 | X | 0 | 0 | 0 | |
| DON CLINE | ||||||
| BOARD MEMBER | 1.0 | X | 0 | 0 | 0 | |
| MARY KRUEGER | ||||||
| BOARD MEMBER | 1.0 | X | 0 | 0 | 0 | |
| AL LANCASTER | ||||||
| BOARD MEMBER | 1.0 | X | 0 | 0 | 0 | |
| RON LESZCZYNSKI | ||||||
| BOARD MEMBER | 1.0 | X | 0 | 0 | 0 | |
| DR ELLEN SCHUMANN | ||||||
| BOARD MEMBER | 1.0 | X | 0 | 0 | 0 | |
| DONNA STAPLES | ||||||
| BOARD MEMBER | 1.0 | X | 0 | 0 | 0 | |
| JON WAGMAN | ||||||
| BOARD MEMBER | 1.0 | X | 0 | 0 | 0 | |
| JEREMY WELCH | ||||||
| BOARD MEMBER | 1.0 | X | 0 | 0 | 0 | |
| DUANE MEYER | ||||||
| BOARD MEMBER | 1.0 | X | 0 | 0 | 0 | |
| JEFF SARGENT | ||||||
| BOARD MEMBER | 1.0 | X | 0 | 0 | 0 | |
| BRYAN TROYER | ||||||
| BOARD MEMBER | 1.0 | X | 0 | 0 | 0 | |
| DR LORI WEYERS | ||||||
| BOARD MEMBER | 1.0 | X | 0 | 0 | 0 | |
| ROBIN HEGG | ||||||
| BOARD MEMBER | 1.0 | X | 0 | 0 | 0 | |
| CINDY MUELLER | ||||||
| BOARD MEMBER | 1.0 | X | 0 | 0 | 0 | |
| LAURA SCUDIERE | ||||||
| BOARD MEMBER | 1.0 | X | 0 | 0 | 0 | |
| METHUSELAH THAO | ||||||
| BOARD MEMBER | 1.0 | X | 0 | 0 | 0 | |
| JEFF FOX | ||||||
| BOARD MEMBER | 1.0 | X | 0 | 0 | 0 | |
| PAUL DOBBRATZ | ||||||
| VP INVESTMENT | 1.0 | 0 | 0 | 0 | X | |
| ROBERT STASNEY | ||||||
| VP FINANCE | 1.0 | 0 | 0 | 0 | X | |
| RAY KACVINSKY | ||||||
| AT LARGE COMMUNITY OFFICER | 1.0 | 0 | 0 | 0 | X | |
| CARRIE MADSON | ||||||
| PAST PRESIDENT | 1.0 | 0 | 0 | 0 | X | |
| DUANE ERWIN | ||||||
| PRESIDENT | 1.0 | 0 | 0 | 0 | X | |
| JOHN TUBBS | ||||||
| PRESIDENT ELECT | 1.0 | 0 | 0 | 0 | X | |
| ROGER KING | ||||||
| CAMPAIGN CHAIR | 1.0 | 0 | 0 | 0 | X | |
| KATHY DRENGLER | ||||||
| ASSOCIATE CAMPAIGN CHAIR | 1.0 | 0 | 0 | 0 | X | |
| MARY ELLEN MARNHOLTZ | ||||||
| VICE PRESIDENT MARKETING | 1.0 | 0 | 0 | 0 | X | |
| JOANNE KELLY | ||||||
| EXECUTIVE DIRECTOR | 40 | 89280 | 0 | 0 | X | |
| DONNA FINLAN | ||||||
| FINANCE DIRECTOR | 40 | 48749 | 0 | 0 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 138029 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Federated Campaigns | 0 | FederatedCampaigns |
| Membership Dues | 0 | MembershipDues |
| Fundraising Events | 0 | FundraisingEvents |
| Related Organizations | 0 | RelatedOrganizations |
| Government Grants | 0 | GovernmentGrants |
| All Other Contributions | 2862422 | AllOtherContributions |
| Noncash Contributions | 0 | NoncashContributions |
| Total Contributions | 2862422 | TotalContributions |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 0 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 40496 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $40,496 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
| Personal | 0 | Personal |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3968 | Securities |
| Other | 0 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 0 | Securities |
| Other | 0 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3968 | Securities |
| Other | 0 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3968 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $3,968 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrbtns Rprtd Fundraising Events | 0 | CntrbtnsRprtdFundraisingEvents |
| Gross Sales Of Inventory | 0 | GrossSalesOfInventory |
| Cost Of Goods Sold | 373 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -373 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | -$373 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|---|
| Contracted Services - Portage County | 900099 | 50815 | 0 | 0 | $50,815 |
| Miscellaneous | 900099 | 3980 | 0 | 0 | $3,980 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 54795 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2961308 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $98,886 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1772908 | Total |
| Program Services | 1772908 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 143780 | Total |
| Program Services | 47429 | ProgramServices |
| Management And General | 33868 | ManagementAndGeneral |
| Fundraising | 62483 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 549114 | Total |
| Program Services | 385437 | ProgramServices |
| Management And General | 58235 | ManagementAndGeneral |
| Fundraising | 105442 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 71716 | Total |
| Program Services | 51743 | ProgramServices |
| Management And General | 7519 | ManagementAndGeneral |
| Fundraising | 12454 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 49970 | Total |
| Program Services | 31096 | ProgramServices |
| Management And General | 6715 | ManagementAndGeneral |
| Fundraising | 12159 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23105 | Total |
| Program Services | 11140 | ProgramServices |
| Management And General | 4257 | ManagementAndGeneral |
| Fundraising | 7708 | Fundraising |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Fundraising | 0 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7637 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 7637 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12332 | Total |
| Program Services | 7374 | ProgramServices |
| Management And General | 1764 | ManagementAndGeneral |
| Fundraising | 3194 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19431 | Total |
| Program Services | 17843 | ProgramServices |
| Management And General | 565 | ManagementAndGeneral |
| Fundraising | 1023 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 50180 | Total |
| Program Services | 25726 | ProgramServices |
| Management And General | 8700 | ManagementAndGeneral |
| Fundraising | 15754 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2786 | Total |
| Program Services | 2133 | ProgramServices |
| Management And General | 232 | ManagementAndGeneral |
| Fundraising | 421 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6634 | Total |
| Program Services | 3598 | ProgramServices |
| Management And General | 1080 | ManagementAndGeneral |
| Fundraising | 1956 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 35581 | Total |
| Program Services | 11760 | ProgramServices |
| Management And General | 8475 | ManagementAndGeneral |
| Fundraising | 15346 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10990 | Total |
| Program Services | 3632 | ProgramServices |
| Management And General | 2618 | ManagementAndGeneral |
| Fundraising | 4740 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6351 | Total |
| Program Services | 2099 | ProgramServices |
| Management And General | 1513 | ManagementAndGeneral |
| Fundraising | 2739 | Fundraising |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Campaign Expenses | 11519 | 3807 | 2744 | 4968 |
| Telephone | 10095 | 8061 | 724 | 1310 |
| Postage, Shipping & Publications | 35723 | 33235 | 885 | 1603 |
| Maintenance | 48804 | 40172 | 3071 | 5561 |
| Information & Education | 10793 | 8722 | 737 | 1334 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12548 | Total |
| Program Services | 5859 | ProgramServices |
| Management And General | 2380 | ManagementAndGeneral |
| Fundraising | 4309 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2891997 | Total |
| Program Services | 2473774 | ProgramServices |
| Management And General | 153719 | ManagementAndGeneral |
| Fundraising | 264504 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 62226 | BOY |
| EOY | 33736 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1328046 | BOY |
| EOY | 1420520 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2108453 | BOY |
| EOY | 1991397 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1042 | BOY |
| EOY | 365 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 678401 | BOY |
| EOY | 722968 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22487 | BOY |
| EOY | 18853 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 155034 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 127812 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21527 | BOY |
| EOY | 27222 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10734 | BOY |
| EOY | 1084 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4232916 | BOY |
| EOY | 4216145 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 59763 | BOY |
| EOY | 49387 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2025417 | BOY |
| EOY | 1888232 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5000 | BOY |
| EOY | 0 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2090180 | BOY |
| EOY | 1937619 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 757747 | BOY |
| EOY | 653671 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1384989 | BOY |
| EOY | 1624855 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2142736 | BOY |
| EOY | 2278526 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4232916 | BOY |
| EOY | 4216145 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 69311 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 66479 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
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 | 3041784 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3116021 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3097152 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2734687 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2862422 | CurrentTaxYear |
| Total | 14852066 | Total |
Tax Rev Levied For Org Benefit170 TaxRevLeviedForOrgBenefit170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 0 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 0 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 0 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 0 | CurrentTaxYearMinus1Year |
| Current Tax Year | 0 | CurrentTaxYear |
| Total | 0 | Total |
Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 0 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 0 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 0 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 0 | CurrentTaxYearMinus1Year |
| Current Tax Year | 0 | CurrentTaxYear |
| Total | 0 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3041784 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3116021 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3097152 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2734687 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2862422 | CurrentTaxYear |
| Total | 14852066 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 3783836 | AmountsSubstContributorsTotal |
| Public Support Total170 | 11068230 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 51617 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 60523 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 38013 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 35032 | CurrentTaxYearMinus1Year |
| Current Tax Year | 36295 | CurrentTaxYear |
| Total | 221480 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 0 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 0 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 0 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 0 | CurrentTaxYearMinus1Year |
| Current Tax Year | 0 | CurrentTaxYear |
| Total | 0 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 0 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 0 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 0 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 0 | CurrentTaxYearMinus1Year |
| Current Tax Year | 0 | CurrentTaxYear |
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 15073546 | TotalSupport |
| Public Support Pertcentage170 | 0.73428 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.72742 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
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 D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 678401 | BeginningOfYearBalance |
| Contributions | 575 | Contributions |
| Investment Earnings Or Losses | 87429 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 0 | GrantsOrScholarships |
| Other Expenditures | 35800 | OtherExpenditures |
| Administrative Expenses | 7637 | AdministrativeExpenses |
| End Of Year Balance | 722968 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 551066 | BeginningOfYearBalance |
| Contributions | 560 | Contributions |
| Investment Earnings Or Losses | 170976 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 0 | GrantsOrScholarships |
| Other Expenditures | 37400 | OtherExpenditures |
| Administrative Expenses | 6801 | AdministrativeExpenses |
| End Of Year Balance | 678401 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 834995 | BeginningOfYearBalance |
| Contributions | 358 | Contributions |
| Investment Earnings Or Losses | -239492 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 0 | GrantsOrScholarships |
| Other Expenditures | 36755 | OtherExpenditures |
| Administrative Expenses | 8040 | AdministrativeExpenses |
| End Of Year Balance | 551066 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 1 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 0 | OtherCostOrOtherBasis |
| Book Value | 0 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 0 | OtherCostOrOtherBasis |
| Depreciation | 0 | Depreciation |
| Book Value | 0 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 0 | OtherCostOrOtherBasis |
| Depreciation | 0 | Depreciation |
| Book Value | 0 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 0 | OtherCostOrOtherBasis |
| Depreciation | 0 | Depreciation |
| Book Value | 0 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 155034 | OtherCostOrOtherBasis |
| Depreciation | 127812 | Depreciation |
| Book Value | 27222 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 27222 | TotalOfBookValueLandBuildings |
| Total Revenue | 2961308 | TotalRevenue |
| Total Expenses | 2891997 | TotalExpenses |
| Excess Or Deficit For Year | 69311 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 66479 | NetUnrealizedGLOnInvestments |
| Donated Services And Facilities | 0 | DonatedServicesAndFacilities |
| Investment Expenses | 0 | InvestmentExpenses |
| Prior Period Adjustments | 0 | PriorPeriodAdjustments |
| Other | $0 | OtherAmount |
| Total Adjustments | 66479 | TotalAdjustments |
| Excess Or Deficit Per FS | 135790 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 3029922 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 66479 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 9772 | DonatedSrvcAndUseOfFacilities |
| Recoveries Of Prior Year Grants | 0 | RecoveriesOfPriorYearGrants |
| Other Revenues | 0 | OtherRevenues |
| Revenue Not Rptd F990 | 76251 | RevenueNotRptdF990 |
| Revenue Subtotal | 2953671 | RevenueSubtotal |
| Investment Expenses Not Included | 7637 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 0 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 7637 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 2961308 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 2894132 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 9772 | DonatedServicesUseOfFacilities |
| Prior Year Adjustments | 0 | PriorYearAdjustments |
| Losses Reported | 0 | LossesReported |
| Other Expenses Included | 0 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 9772 | ExpensesNotRptdF990 |
| Expenses Subtotal | 2884360 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 7637 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 0 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 7637 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 2891997 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SchD_P05_S00_L04 | Identifier |
| Return Reference | Schedule D, Part V, Line 4 | ReturnReference |
| Explanation | The purpose of the Endowment 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. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (26 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|---|
| American Red Cross | ||||||||
| 3057 Michigan Ave | Stevens Point | WI | 54481 | 390808444 | 501 ( c ) (3) | 71675 | 0 | 1.Community Disaster Emergency Preparation 2.Health and Safety Education 3. Health Screening 4.Armed Forces Emergency Services 5. Emergency Disaster Relief |
| Big Brothers Big Sisters | ||||||||
| 2600 Stewart Ave Suite 262 | Wausau | WI | 54401 | 391258616 | 501 ( c ) (3) | 94000 | 0 | Community and School Based mentoring |
| Birch Trails Girl Scouts | ||||||||
| 3511 Camp Phillips Rd | Schofield | WI | 54476 | 391016314 | 501 ( c ) (3) | 87232 | 0 | 1. Girl Scouts 2. Rise and Shine Program 3. New Visions 4. Studio 2B 5. Pathways |
| Boys and Girls Club | ||||||||
| PO Box 2386 | Wausau | WI | 54402 | 391850386 | 501 ( c ) (3) | 63920 | 0 | 1. Arts Program- Wausau & South Metro 2. Project Learn, Lean, Succeed Wausau & South Metro |
| Child Care Resource and Referral | ||||||||
| 407 W Main St | Merrill | WI | 54452 | 391758683 | 501 ( c ) (3) | 14100 | 0 | Information and Referral |
| Childrens Service Society of Wisconsin | ||||||||
| 705 S 24th Ave Ste 402 | Wausau | WI | 54401 | 390806380 | 501 ( c ) (3) | 199280 | 0 | 1.Wausau, Spencer & Stratford Family Resource Centers 2. Visitation Center 3. Quality Child Care Improvement Project 4. Hmong Counseling - Sliding Scale Fee 5. Wausau child & Family Counseling - Sliding Scale Fee 6. Play & Learn |
| Epilepsy Foundation EFCNW | ||||||||
| 1004 First St STE 5 | Stevens Point | WI | 54481 | 391383657 | 501 ( c ) (3) | 7990 | 0 | Direct Client Services |
| Faith in Action | ||||||||
| 630 Adams St | Wausau | WI | 54403 | 203244315 | 501 ( c ) (3) | 16920 | 0 | Volunteer Services |
| Family Counseling Services | ||||||||
| 903 N 2nd St | Wausau | WI | 54403 | 390806304 | 501 ( c ) (3) | 181420 | 0 | 1. Mental Health Counseling - Sliding Fee Scale 2. Alcohol & Other Drug Abuse Counseling - Sliding Fee Scale 3. CHOICES Youth AODA Sliding Scale Fee |
| Lutheran Social Service | ||||||||
| 516 Mc Clellan St | Wausau | WI | 54403 | 390816846 | 501 ( c ) (3) | 40702 | 0 | 1 Birthparent counseling 2. Outpatient mental health counseling - sliding scale fee 3. outpatient mental health expansion |
| Marathon County 4H | ||||||||
| 212 River Dr Ste 3 | Wausau | WI | 54403 | 391676481 | 501 ( c ) (3) | 7050 | 0 | Summer Club |
| Marathon County Literacy Council | ||||||||
| 806 N 29th Ave | Wausau | WI | 54401 | 200606704 | 501 ( c ) (3) | 12220 | 0 | Tutoring & Training Program |
| Mobile Meals | ||||||||
| 609 Scott St Ste G | Wausau | WI | 54401 | 391238060 | 501 ( c ) (3) | 42300 | 0 | Home Delivered Meals - Sliding Scale Fee |
| The Neighbors Place | ||||||||
| 745 Scott St | Wausau | WI | 54403 | 391940241 | 501 ( c ) (3) | 49726 | 0 | 1.Youth Development 2. Adult Education 3. Community Outreach 4. Food Pantry 5. Storyteller's Program 5. Food Pantry - Expansion |
| North Central Community Action Program | ||||||||
| 911 Jackson St Ste 104 | Wausau | WI | 54403 | 391080179 | 501 ( c ) (3) | 170704 | 0 | 1. Storefron Leanring Center 2. Emergency Housing Assistance Fund (EHAF) 3. General Emergency Assistance Fund (GEAF) |
| Salvation Army | ||||||||
| 202 Callon St | Wausau | WI | 54401 | 392167910 | 501 ( c ) (3) | 120320 | 0 | 1. Emergency Assistance 2. Homeless Shelter 3. Feeding Program 4. Youth Program |
| Samoset Council | ||||||||
| 3511 Camp Phillips Rd | Schofield | WI | 54476 | 390813397 | 501 ( c ) (3) | 73790 | 0 | 1. Every Youth Counts 2. Learning for Life 3. Scoutreach Advancement Program 4. Scouting for at-risk youth |
| Spencer Kids Group | ||||||||
| 305 S Haslow St | Spencer | WI | 54479 | 391826608 | 501 ( c ) (3) | 17860 | 0 | Youth Center Programs |
| Opportunity Inc | ||||||||
| 740 N 3rd St | Wausau | WI | 54403 | 390975675 | 501 ( c ) (3) | 92120 | 0 | 1. Transportation 2. Respite |
| Peaceful Solutions Counseling | ||||||||
| 1720 Merrill Ave | Wausau | WI | 54401 | 208223946 | 501 ( c ) (3) | 42300 | 0 | SAFE - Domestic Violence Abusers' Group |
| Womens Community | ||||||||
| 2801 N 7th St Ste 300 | Wausau | WI | 54403 | 391290452 | 501 ( c ) (3) | 162099 | 0 | 1.Children Exposed to violence 2. Transtional living 3. Domestic Abuse Program 4. Sexual Assault Victim Services 5. Child Sexual Abuse Education 6. Abuse in later life 7. SEAsian Advocate |
| Woodson YMCA | ||||||||
| 707 3rd St | Wausau | WI | 54403 | 390808463 | 501 ( c ) (3) | 74730 | 0 | 1. Family and Special Needs Sliding Fee Membership - Wausau & Aspirus 2. Child Care Aspirus |
| Wausau Area Hmong Mutual Association | ||||||||
| 1109 N 6th St | Wausau | WI | 54403 | 391459824 | 501 ( c ) (3) | 84600 | 0 | 1. Family Strengthening Program 2. Transitons fro Success 3. Wausau Fresh Start 4. Active Parenting |
| Wausau Child Care | ||||||||
| 505 N 28th Ave | Wausau | WI | 54403 | 391178554 | 501 ( c ) (3) | 102460 | 0 | Child Care Sliding Fee Support |
| YWCA | ||||||||
| 613 5th St | Wausau | WI | 54403 | 390816866 | 501 ( c ) (3) | 84191 | 0 | 1. Child Development Center sliding Fee 2. Diversity Camp 3. Bullying is Never Cool 4. Child Development Center - Sliding Fee Expansion |
| Wisconsin Judicare Inc | ||||||||
| PO Box 6100 | Wausau | WI | 54402 | 391170880 | 501 ( c ) (3) | 7520 | 0 | Domestic Violence Intervention |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 26 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SchI_P01_S00_L02 | Identifier |
| Return Reference | Schedule I, Part I, Line 2 | ReturnReference |
| Explanation | 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. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| F990_P06_S0A_L02 | Form 990, Part VI, Section A, Line 2 | Kathy Drengler, a member of our Board of Directors, is an employee of Aspirus Hospital. Duane Erwin, our Past President and also a member of our Board of Directors, is an Officer at Aspirus Hospital. |
| F990_P06_S0B_L11a | Form 990, Part VI, Section B, Line 11a | The 990 is emailed to all Board members prior to being filed and also reviewed by the Executive Director and the VP of Finance. |
| 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 relavant to an item disclosed on a members 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 total budgeted salaries and wages for all employees. The Executive Committee reviews the salary for the CEO (Executive Director) and salary ranges for each employee. The Executive Committe also reviews salary ranges for each position to ensure they are comparable to similar positions and salaries within the community. |
| F990_P06_S0C_L19 | Form 990, Part VI, Section C, Line 19 | Our governing documents, conflict of interest policy, and our 990 are available to view at the United Way office upon request. Our 990 and audited financials are also available on our website. |
| F990_P10_S00_L02 | Form 990, Part X, Line 2 | Note 1 from audited financials regarding Tax Status - The Organization is a nonprofit organization exempt from federal income tax under Section 501(c)(3) of the Internal Revenue Code. The Organization is also exempt for Wisconsin income tax purposes. 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 or 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. The Organization recorded no assets or liabilities for uncertain tax positions or unrecognized tax benefits. Federal tax returns for all open years remain subject to examination by the Internal Revenue Service. |
| F990_P11_S00_L05 | Form 990, Part XI, Line 5 | $66,479, Unrealized gain on endowment fund |
Reasonable Cause Explanation ReasonableCauseExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | Form 8868 - Application for Extension of Time to File was filed and approved through August 15, 2011. | Explanation |
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