2024-03-05T20:12:33-06:00 2023-06-30 410746749 CLIFTONLARSONALLEN LLP 3402 OAKWOOD MALL DRIVE SUITE 100 EAU CLAIRE WI 547017672 990 2022-07-01 391674713 UNITED WAY OF THE GREATER CHIPPEWA VALLEY ENDOWMENT CORPORATION UNIT 7158345043 3603 N HASTINGS WAY 200 EAU CLAIRE WI 54703 MIKE TZANAKIS BOARD PRESIDENT 7158345043 2024-03-01 1 MIKE TZANAKIS 999009999 0 DAWN YARRINGTON P01584414 7158521100 2024-03-01 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z MIKE TZANAKIS 3603 N HASTINGS WAY 200 EAU CLAIRE WI 54703 5000 0 X WWW.UWGCV.ORG X 1990 WI TO SUPPORT THE UNITED WAY OF THE GREATER CHIPPEWA VALLEY, INC. 10 10 0 10 0 0 110215 5000 0 0 0 0 -21461 0 88754 5000 135456 143857 0 0 0 0 0 0 0 27867 26360 163323 170217 -74569 -165217 3576062 3768948 125971 143857 3450091 3625091 X TO BENEFIT THE OPERATIONS (BY DISTRIBUTING INCOME EARNED ON INVESTMENTS) OF THE UNITED WAY OF THE GREATER CHIPPEWA VALLEY (UWGCV) OR ANY SUCCESSOR OR OTHER ORGANIZATION CARRYING OUT A SIMILAR MISSION IN THE GEOGRAPHIC AREA SERVICED BY THE UWGCV AND/OR TO SUPPORT DISASTER RELIEF IN THE AREA SERVED BY UWGCV. 0 0 143857 143857 0 DISTRIBUTION TO THE UNITED WAY OF THE GREATER CHIPPEWA VALLEY, INC TO OFFSET THEIR ADMINISTRATIVE COSTS AND SUPPORT INCREASING AGENCY DISTRIBUTIONS. 143857 1 0 0 0 0 0 0 0 0 1 0 1 0 0 0 1 0 1 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 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 WI X RYAN LUDY 7158345043 3603 N HASTINGS WAY SUITE 200 EAU CLAIRE WI 54703 ANDREW NEBORAK EXECUTIVE DIRECTOR/SECRETA 50.00 X X 0 98325 2898 ANGELA WEIDEMAN DIRECTOR 1.00 X 0 0 0 MIKE TZANAKIS PRESIDENT 1.00 X X 0 0 0 SHEANNE HEDIGER TREASURER 1.00 X X 0 0 0 PETER FARROW DIRECTOR 1.00 X 0 0 0 MIRIAM GEHLER DIRECTOR 1.00 X 0 0 0 JERRY JACOBSON DIRECTOR 1.00 X 0 0 0 TOM KELL DIRECTOR 1.00 X 0 0 0 ANDREW MARTIN DIRECTOR 1.00 X 0 0 0 KRISTIN SCHMIDT DIRECTOR 1.00 X 0 0 0 JULIE THONEY DIRECTOR 1.00 X 0 0 0 0 98325 2898 0 0 0 0 0 5000 5000 5000 0 0 0 143857 143857 26360 26360 170217 143857 26360 0 42568 0 3533494 3768948 3576062 3768948 125971 143857 125971 143857 X 1507130 1642999 1942961 1982092 3450091 3625091 3576062 3768948 -165217 340217 0 X X 0 1 X 1 0 X X 1 UNITED WAY OF THE GREATER CHIPPEWA A 391077901 7 1 143857 0 1 143857 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PART IV SECTION C WHILE A MAJORITY OF THE BOARD MEMBERS ON THE BOARD ARE NOT ALSO BOARD MEMBERS OF UNITED WAY OF THE GREATER CHIPPEWA VALLEY, ALL BOARD MEMBERS ARE ACTIVELY INVOLVED WITH UNITED WAY OF THE GREATER CHIPPEWA VALLEY AND ENSURE THE MISSION OF THE ENDOWMENT CONTINUES TO BE MET. 3533494 47568 318857 125971 3768948 4126884 46186 -540091 99485 3533494 3312056 15338 885658 86168 4126884 3918099 40000 -44043 602000 3312056 3301605 526877 160252 70635 3918099 0.47420 0.51550 0.01030 0 0 0 FUNDS HELD AT COMMUNITY FOUNDATION OF CHIPPEWA COUNTY 3768948 F 3768948 X 318857 340217 340217 -21360 26360 26360 5000 143857 0 143857 26360 26360 170217 PART V, LINE 4: DISTRIBUTION TO THE UNITED WAY OF THE GREATER CHIPPEWA VALLEY, INC TO OFFSET THEIR ADMINISTRATIVE COSTS AND SUPPORT INCREASING AGENCY DISTRIBUTIONS. PART X, LINE 2: INCOME TAX STATUS THE ORGANIZATION IS A NOT-FOR-PROFIT ORGANIZATION EXEMPT FROM PAYING CORPORATE FEDERAL INCOME TAX UNDER SECTION 501 (C)(3) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION IS ALSO EXEMPT FROM WISCONSIN FRANCHISE OR INCOME TAXES. THE ORGANIZATION HAS EVALUATED ITS TAX POSITIONS AND DETERMINED IT HAS NO UNCERTAIN TAX POSITIONS AS OF THE CURRENT FISCAL YEAR-END. 1 UNITED WAY OF THE GREATER CHIPPEWA VALLEY INC 3603 N HASTINGS WAY SUITE 200 EAU CLAIRE WI 54703 391077901 143857 0 DISTRIBUTION TO THE UNITED WAY OF THE GREATER CHIPPEWA VALLEY, INC TO OFFSET THEIR ADMINISTRATIVE COSTS AND SUPPORT INCREASING AGENCY DISTRIBUTIONS. PART I, LINE 2: THE ENDOWMENT MONITORS HOW UNITED WAY OF GREATER CHIPPEWA VALLEY, INC. USES FUNDS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM. THE BOARD OF DIRECTORS REVIEWS A COPY OF THE 990 PRIOR TO FILING FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS FILL OUT A CONFLICT OF INTEREST STATEMENT ANNUALLY. THE STATEMENTS ARE KEPT ON FILE IN THE ACCOUNTING DEPARTMENT. POTENTIAL CONFLICTS OF INTEREST ARE REFERRED FOR REVIEW TO THE EXECUTIVE DIRECTOR AND THE BOARD OF DIRECTORS. IF CONFLICTS ARE INDENTIFIED WITH A BOARD MEMBER THEY WILL ABSTAIN FROM VOTING ON ANY BUSINESS WITH CONFLICTS. DISTRIBUTION AND COMPLETION OF CONFLICT OF INTEREST FORMS, ALONG WITH ANY CONFLICTS NOTED, ARE DOCUMENTED IN THE BOARD MINUTES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES DOCUMENTS AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. UNITED WAY OF THE GREATER CHIPPEWA VALLEY INC 3603 N HASTINGS WAY SUITE 200 EAU CLAIRE WI 54703 391077901 IMPROVE LIVES AND BUILD STRONGER COMMUNITIES BY BRINGING RESOURCES TOGETHER WI 501(C)(3) LINE 7 NO 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 1 UNITED WAY OF THE GREATER CHIPPEWA VALLEY INC B 143857 BOARD DECISION