2023-11-09T16:45:59-06:00 2023-06-30 390974031 WEGNER CPAS LLP 2921 LANDMARK PL STE 300 MADISON WI 537134236 990 2022-07-01 237281696 UNITED WAY OF WASHINGTON COUNTY INC UNIT 2623383821 321 N MAIN STREET 305 WEST BEND WI 53095 CARRIE KASUBASKI TREASURER 2623383821 2023-11-09 1 CARRIE KASUBASKI 999009999 1 JENNY TARKOWSKI CPA P00634290 6082744020 2023-11-09 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z X KRISTIN BRANDNER 321 N MAIN STREET 305 WEST BEND WI 53095 1979585 0 X WWW.UNITEDWAYOFWASHINGTONCOUNTY.ORG X 1936 WI TO IMPROVE LIVES AND COMMUNITY CONDITIONS IN MEASURABLE AND LASTING WAYS. 18 18 5 489 0 0 1681452 1889796 0 0 534 4288 69493 75003 1751479 1969087 1127258 1289203 0 0 357856 331743 0 0 247320 264252 261444 1749366 1882390 2113 86697 1606302 2103032 517986 903509 1088316 1199523 MOBILIZE THE CARING POWER OF WASHINGTON COUNTY TO IMPROVE LIVES AND COMMUNITY CONDITIONS IN MEASURABLE AND LASTING WAYS. 0 0 1006857 1006857 0 ANNUAL SUSTAINABLE FUNDING - THE ORGANIZATION RAISES AND DISTRIBUTES FUNDS TO PRIORITIZED HUMAN SERVICE PROGRAMS AT 20 SOCIAL SERVICE AGENCIES BASED ON IDENTIFIED IMPACT AREAS AND PROGRAM OUTCOMES. THE ORGANIZATION COLLABORATES WITH OTHER AGENCIES AND COMMUNITY PARTNERS TO HELP ADDRESS WASHINGTON COUNTY NEEDS. 495729 282346 0 COMMUNITY IMPACT - THE ORGANIZATION IS COMMITTED TO SUPPORTING PROGRAMS AND INITIATIVES THAT PROVIDE COMMUNITY SOLUTIONS AND DELIVER MEASURABLE RESULTS. GOALS AND OBJECTIVES ARE BASED ON CURRENT COMMUNITY NEEDS AND ALIGNED WITH KEY COUNTY-WIDE PRIORITIES. MENTAL HEALTH HAS BEEN IDENTIFIED AS A TOP LOCAL NEED. UNITED WAY IS FUNDING TWO NEW PROGRAMS FOCUSED ON YOUTH TO INCREASE ACCESS TO COUNSELING AND GROUP SESSION SERVICES. 1502586 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 0 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 20 0 5 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 WI X KRISTIN BRANDNER 2623383821 321 N MAIN STREET STE 305 WEST BEND WI 53095 DAVE UELMEN PRESIDENT 2.00 X X 0 0 0 JIM SCHWALEN VICE PRESIDENT 2.00 X X 0 0 0 SANDRA GIERNOTH SECRETARY 2.00 X X 0 0 0 CARRIE KASUBASKI TREASURER 2.00 X X 0 0 0 SHELLY WAALA PRESIDENT (THRU FEB 2023) 2.00 X X 0 0 0 DAN BARANEK DIRECTOR 1.00 X 0 0 0 JULIE DISCOLL DIRECTOR 1.00 X 0 0 0 JULIE GEYER DIRECTOR 1.00 X 0 0 0 SUE GUTJAHR DIRECTOR 1.00 X 0 0 0 DOMINIC LADD DIRECTOR 1.00 X 0 0 0 RIC LEITHEISER DIRECTOR 1.00 X 0 0 0 JIM STOMMEL DIRECTOR 1.00 X 0 0 0 KAREN BIALAS DIRECTOR (FROM MAR 2023) 1.00 X 0 0 0 ANDY HETEBRUEG DIRECTOR (FROM MAR 2023) 1.00 X 0 0 0 MICHAEL HOFFMAN DIRECTOR (FROM MAR 2023) 1.00 X 0 0 0 JENNY NIKOLAI DIRECTOR (FROM MAR 2023) 1.00 X 0 0 0 JOE PICHLER DIRECTOR (FROM MAR 2023) 1.00 X 0 0 0 MARY SIMON DIRECTOR (FROM MAR 2023) 1.00 X 0 0 0 KARA WAGGONER DIRECTOR (FROM MAR 2023) 1.00 X 0 0 0 HAILEY NENONEN DIRECTOR (THRU FEB 2023) 1.00 X 0 0 0 PRUDY PICK HWAY DIRECTOR (THRU FEB 2023) 1.00 X 0 0 0 DAREN SIEVERS DIRECTOR (THRU FEB 2023) 1.00 X 0 0 0 KRISTIN BRANDNER CHIEF EXECUTIVE OFFICER 40.00 X 118905 0 228 118905 0 228 1 0 0 0 0 73345 9450 1807001 9487 1889796 4288 4288 6300 2958 3342 3342 3342 23132 9450 7540 15592 15592 RECOVERY OF BAD DEBT 900099 46818 46818 9251 9251 56069 1969087 0 0 79291 1289203 1289203 122643 30661 61321 30661 178624 99153 4446 75025 7429 3201 1622 2606 23047 9931 5031 8085 500 500 22814 22814 20273 7095 7096 6082 8943 3845 5098 55704 13478 7210 35016 18742 7908 4160 6674 40917 20721 7242 12954 2741 1157 608 976 14985 850 447 13688 4841 4045 452 344 8100 2303 3853 1944 CAMPAIGN SUPPLIES 40285 40285 DUES AND SUBSCRIPTIONS 20944 8837 4648 7459 1655 198 1034 423 1882390 1502586 132484 247320 50 10911 1166624 923439 240615 376106 8922 9911 248429 14008 9579 234421 180512 548244 1606302 2103032 26286 29436 488939 502091 1500 12300 1261 359682 517986 903509 X 1088316 1199523 1088316 1199523 1606302 2103032 X 86697 24510 X 0 1 X 1 0 X 1820431 1615698 1714614 1681452 1889796 8721991 1820431 1615698 1714614 1681452 1889796 8721991 591777 8130214 27032 25271 26543 13704 10588 103138 10631 10631 8835760 246842 0.92010 0.92350 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 124537 6 124543 124527 10 124537 112211 12316 124527 111707 504 112211 110771 475 461 111707 1.00000 0.00000 0.00000 0 0 48832 48832 166340 3874 162466 18747 10134 8613 14510 14510 234421 BENEFICIAL INTEREST IN REMAINDER TRUST 180579 FAMILIES FIRST CORONAVIRUS RESPONSE ACT REFUNDABLE CREDIT RECEIVABLE 13088 SECURITY DEPOSIT 2153 OPERATING LEASE RIGHT-OF-USE ASSETS 352424 548244 OPERATING LEASE LIABILITIES 359682 359682 1809971 3269 -165343 -162074 1972045 -2958 -2958 1969087 1698764 3269 -186895 -183626 1882390 0 1882390 PART V, LINE 4: THE PURPOSE OF THE FUND WILL BE TO PROVIDE INCOME TO SUPPORT AND CONTRIBUTE TO THE OPERATION OF THE UNITED WAY AND TO PROVIDE ADDITIONAL FUNDS TO ENHANCE THE ABILITY OF THE UNITED WAY TO MEET ITS MISSION. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF BENEFICIAL INTEREST IN REMAINDER TRUST 24,510. DONOR DESIGNATIONS -189,853. PART XI, LINE 4B - OTHER ADJUSTMENTS: DIRECT EXPENSES REPORTED ON FORM 990, PART VIII, LINE 6B -2,958. PART XII, LINE 2D - OTHER ADJUSTMENTS: DONOR DESIGNATIONS -189,853. DIRECT EXPENSES REPORTED ON FORM 990, PART VIII, LINE 6B 2,958. GOLF OUTING 32582 9450 23132 6300 931 309 32582 9450 23132 6300 931 309 7540 15592 1 AMERICAN NATIONAL RED CROSS 819 SCHOENHAAR DRIVE WEST BEND WI 53090 530196605 501(C)(3) 10000 0 GENERAL USE BIG BROTHERS BIG SISTERS OF WASHINGTON COUNTY 103 N MAIN S WEST BEND WI 53095 391214215 501(C)(3) 82500 0 GENERAL USE BOYS AND GIRLS CLUBS OF WASHINGTON COUNTY 925 N SILVERBROOK DR WEST BEND WI 53090 391773689 501(C)(3) 130000 0 GENERAL USE CASA GUADALUPE EDUCATION CENTER 479 N MAIN ST WEST BEND WI 53090 204483105 501(C)(3) 56500 0 GENERAL USE FAMILY SERVICE ASSOCIATION OF SHEBOYGAN INC 1930 NORTH 8TH STREET SHEBOYGAN WI 53081 390808501 501(C)(3) 10000 0 GENERAL USE DR JAMES E ALBRECHT FREE CLINIC PO BOX 632 WEST BEND WI 53095 391839654 501(C)(3) 30000 0 GENERAL USE ELEVATE INC PO BOX 632 WEST BEND WI 53095 391256286 501(C)(3) 98560 0 GENERAL USE FAMILY PROMISE OF WASHINGTON COUNTY 724 ELM ST WEST BEND WI 53095 270740203 501(C)(3) 110000 0 GENERAL USE FULL SHELF FOOD PANTRY 231 MUNICIPAL DRIVE WEST BEND WI 53095 391716270 501(C)(3) 20000 0 GENERAL USE INTERFAITH CAREGIVERS OF WASHINGTON COUNTY PO BOX 1143 WEST BEND WI 53095 020657722 501(C)(3) 73000 0 GENERAL USE KETTLE MORAINE YMCA 1111 Y DR WEST BEND WI 53095 391175559 501(C)(3) 42200 0 GENERAL USE NAMI WASHINGTON COUNTY INC 2030 STONEBRIDGE RD WEST BEND WI 53095 391950573 501(C)(3) 15900 0 GENERAL USE SENIOR CITIZENS ACTIVITIES INC 2378 W WASHINGTON ST STE A WEST BEND WI 53095 391091440 501(C)(3) 12000 0 GENERAL USE THE THRESHOLD INC 600 ROLFS AVE WEST BEND WI 53095 391102430 501(C)(3) 116000 0 GENERAL USE THE YOUTH FAMILY PROJECT INC 630 ELM ST WEST BEND WI 53095 510149160 501(C)(3) 55000 0 GENERAL USE FORWARD CAREERS 2200 GREENTREE RD WEST BEND WI 53090 391657328 501(C)(3) 10000 0 GENERAL USE EASTER SEALS SOUTHEAST WISCONSIN INC 2222 S 114TH STREET WEST ALLIS WI 53227 390816849 501(C)(3) 10000 0 GENERAL USE LAKESHORE REGIONAL CHILD ADVOCACY CENTER 134 S FOSTER DRIVE SAUKVILLE WI 53080 371829968 501(C)(3) 10000 0 GENERAL USE CATHOLIC CHARITIES 3501 S LAKE DRIVE MILWAUKEE WI 53207 390806321 501(C)(3) 52000 0 GENERAL USE IMPACT INC 6737 W WASHINGTON ST MILWAUKEE WI 53214 390988784 501(C)(3) 12500 0 GENERAL USE FRIENDS INC PO BOX 117 WEST BEND WI 53095 391308555 501(C)(3) 94000 0 GENERAL USE 21 0 PART I, LINE 2: GRANT FUNDS ARE PROVIDED TO LOCAL AGENCIES TO SUPPPORT THE ACTIVITIES WITHIN WASHINGTON COUNTY, WISCONSIN. THESE PARTNER AGENCIES REPORT THEIR ACTIVITIES TO US ON AN ANNUAL BASIS AND THERE HAS NEVER BEEN ANY INDICATION THAT THESE FUNDS ARE USED FOR ANY ACTIVITIES OUTSIDE OF THE US. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED AND APPROVED BY THE OPERATIONS COMMITTEE AND THEN PROVIDED TO THE FULL BOARD OF DIRECTORS BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY ALL DIRECTORS AND OFFICERS REVIEW A STATEMENT THAT PROVIDES INFORMATION REGARDING THEIR INTERESTS AND THOSE OF THEIR FAMILY MEMBERS THAT COULD GIVE RISE TO CONFLICTS. THE MEMBERS OF THE EXECUTIVE COMMITTEE MAKE DETERMINATIONS OF WHETHER A CONFLICT EXISTS AND REVIEW ACTUAL CONFLICTS. ANY PERSON WITH A CONFLICT IS PROHIBITED FROM PARTICIPATING IN THE GOVERNING BODY'S DELIBERATIONS AND DECISIONS IN THE TRANSACTION. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTEE OF THE BOARD REVIEWS THE PERFORMANCE OF THE CEO EACH YEAR. HER PERFORMANCE IS ASSESSED AGAINST GOALS PREVIOUSLY SET AND HER COMPENSATION IS COMPARED TO DATA RECEIVED FROM THE UNITED WAY WORLDWIDE AND TO COMPARABLE LOCAL AGENCIES. THE PERFORMANCE OF OTHER KEY EMPLOYEES (IF ANY) IS REVIEWED BY THE CEO. 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. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF BENEFICIAL INTEREST IN REMAINDER TRUST 24,510.