2011-08-16T09:48:42-07:00 2010-12-31 990 2010-01-01 390935496 UNITED WAY OF MARATHON COUNTY INC UNIT 7158482927 137 River Dr Wausau WI 54403 Joanne Kelly 7158482927 2011-08-15 2010 2016-02-24 21:20:13Z Joanne I Kelly 137 River Dr Wausau WI 54403 2961681 0 X www.unitedwaymc.org X 1959 WI 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. 30 30 24 4051 0 0 2734687 2862422 0 0 34920 44464 57651 54422 2827258 2961308 1921229 1772908 0 0 766832 814580 0 0 264504 340028 304509 3028089 2891997 -200831 69311 4232916 4216145 2090180 1937619 2142736 2278526 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. 0 0 1906234 1772908 0 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. 283198 0 0 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. 77808 0 0 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. 206534 0 0 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. 206534 0 0 2473774 1 1 0 0 0 0 0 0 0 1 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 1 24 1 0 0 0 0 0 0 0 0 0 0 X 30 30 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WI X X UNITED WAY OF MARATHON COUNTY INC 7158482927 137 RIVER DR WAUSAU WI 54403 JOHN BAKER 1.0 X 0 0 0 DR ELIZABETH BARR 1.0 X 0 0 0 JUDY BEIER 1.0 X 0 0 0 GARY BEZUCHA 1.0 X 0 0 0 DON CLINE 1.0 X 0 0 0 MARY KRUEGER 1.0 X 0 0 0 AL LANCASTER 1.0 X 0 0 0 RON LESZCZYNSKI 1.0 X 0 0 0 DR ELLEN SCHUMANN 1.0 X 0 0 0 DONNA STAPLES 1.0 X 0 0 0 JON WAGMAN 1.0 X 0 0 0 JEREMY WELCH 1.0 X 0 0 0 DUANE MEYER 1.0 X 0 0 0 JEFF SARGENT 1.0 X 0 0 0 BRYAN TROYER 1.0 X 0 0 0 DR LORI WEYERS 1.0 X 0 0 0 ROBIN HEGG 1.0 X 0 0 0 CINDY MUELLER 1.0 X 0 0 0 LAURA SCUDIERE 1.0 X 0 0 0 METHUSELAH THAO 1.0 X 0 0 0 JEFF FOX 1.0 X 0 0 0 PAUL DOBBRATZ 1.0 X 0 0 0 ROBERT STASNEY 1.0 X 0 0 0 RAY KACVINSKY 1.0 X 0 0 0 CARRIE MADSON 1.0 X 0 0 0 DUANE ERWIN 1.0 X 0 0 0 JOHN TUBBS 1.0 X 0 0 0 ROGER KING 1.0 X 0 0 0 KATHY DRENGLER 1.0 X 0 0 0 MARY ELLEN MARNHOLTZ 1.0 X 0 0 0 JOANNE KELLY 40 X 89280 0 0 DONNA FINLAN 40 X 48749 0 0 138029 0 0 0 0 0 0 0 0 0 0 0 0 2862422 0 2862422 0 0 0 0 0 40496 0 0 40496 0 0 0 0 0 0 0 0 0 0 3968 0 0 0 3968 0 3968 0 0 3968 0 0 373 -373 0 0 -373 Contracted Services - Portage County 900099 50815 0 0 50815 Miscellaneous 900099 3980 0 0 3980 0 0 0 0 54795 2961308 0 0 98886 1772908 1772908 0 0 0 0 0 0 143780 47429 33868 62483 0 0 0 0 549114 385437 58235 105442 0 0 0 0 71716 51743 7519 12454 49970 31096 6715 12159 0 0 0 0 0 0 0 0 23105 11140 4257 7708 0 0 0 0 0 0 7637 0 7637 0 0 0 0 0 12332 7374 1764 3194 19431 17843 565 1023 0 0 0 0 0 0 0 0 50180 25726 8700 15754 2786 2133 232 421 0 0 0 0 6634 3598 1080 1956 0 0 0 0 35581 11760 8475 15346 10990 3632 2618 4740 6351 2099 1513 2739 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 12548 5859 2380 4309 2891997 2473774 153719 264504 62226 33736 1328046 1420520 2108453 1991397 1042 365 0 0 0 0 678401 722968 22487 18853 155034 127812 21527 27222 10734 1084 4232916 4216145 59763 49387 2025417 1888232 5000 0 0 0 0 0 0 0 0 0 0 0 0 2090180 1937619 X 757747 653671 1384989 1624855 0 0 2142736 2278526 4232916 4216145 X 69311 66479 X 0 1 1 X 0 X 3041784 3116021 3097152 2734687 2862422 14852066 0 0 0 0 0 0 0 0 0 0 0 0 3041784 3116021 3097152 2734687 2862422 14852066 3783836 11068230 51617 60523 38013 35032 36295 221480 0 0 0 0 0 0 0 0 0 0 0 0 15073546 0.73428 0.72742 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 678401 575 87429 0 35800 7637 722968 551066 560 170976 0 37400 6801 678401 834995 358 -239492 0 36755 8040 551066 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 155034 127812 27222 27222 2961308 2891997 69311 66479 0 0 0 0 66479 135790 3029922 66479 9772 0 0 76251 2953671 7637 0 7637 2961308 2894132 9772 0 0 0 9772 2884360 7637 0 7637 2891997 SchD_P05_S00_L04 Schedule D, Part V, Line 4 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. 1 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 26 0 SchI_P01_S00_L02 Schedule I, Part I, Line 2 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. 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 Form 8868 - Application for Extension of Time to File was filed and approved through August 15, 2011.