2024-04-30T13:08:06-04:00 2023-06-30 273238017 LUCAS GROUP CPAS ADVISORS LLC 1617 TEMPLE LANE ROCKFORD IL 61112 990 2022-07-01 362167843 UNITED WAY OF ROCK RIVER VALLEY UNIT 8159685400 612 N MAIN STREET SUITE 300 ROCKFORD IL 61103 JULIE BOSMA CEO 8159685400 2023-11-10 true JULIE BOSMA 999009999 false MARK OLSON P00998832 8152359610 2024-03-27 2022 2023-04-26 12:10:37Z JULIE BOSMA 612 N MAIN STREET SUITE 300 ROCKFORD IL 61103 2673485 false X WWW.UNITEDWAYRRV.ORG X 1920 IL UNITING THE COLLECTIVE POWER OF OUR COMMUNITY TO IMPROVE LIVES. 13 13 16 219 0 2496959 2565062 0 281933 78480 45845 29943 2824737 2673485 568265 489281 0 1034568 1038071 0 241574 741240 526430 2344073 2053782 480664 619703 7403125 8583112 335228 401211 7067897 8181901 X UNITED WAY LEADS AND UNITES THE ROCK RIVER VALLEY TO MEASURABLY IMPROVE LIVES. false false 410608 83973 UNITED WAY COMMUNITY SERVICES - UNITED WAY 2-1-1 IS A 24 HOUR/7-DAY, INFORMATION AND REFERRAL HOTLINE THAT CONNECTS THOSE IN NEED TO AVAILABLE RESOURCES IN THE COMMUNITY. IT IS DESIGNED TO CONNECT RESIDENTS TO COMMUNITY RESOURCES FOR THEIR MOST CRITICAL NEEDS, 211 HAS FIELDED ALMOST 4,300 CALLS THIS YEAR FROM RESIDENTS OF WINNEBAGO COUNTY. THIS LINE IS FREE, CONFIDENTIAL, AND OPEN 24/7 AND CALLERS CAN GAIN ACCESS TO RESOURCES FOR RENT AND UTILITY ASSISTANCE, CHILDCARE, CLOTHING FOOD, MENTAL HEALTH CARE, AND MORE. UNITED WAY'S STRONG NEIGHBORHOODS INITIATIVE SUPPORTS FAMILIES BY PROVIDING A SPACE TO BRING POLICE AND SOCIAL SERVICE AGENCIES TOGETHER TO UNDERRESOURCED NEIGHBORHOODS. THREE STRONG NEIGHBORHOOD HOUSES ARE USED AS RESOURCE CENTERS WHERE NEIGHBORS CAN FIND A RELAXED, EASY WAY TO FORM A RELATIONSHIP WITH A COMMUNITY POLICE OFFICER OR A MEMBER OF THE SHERIFF'S DEPARTMENT. NONPROFIT AGENCIES CAN USE THE HOUSES TO OFFER SERVICES THAT ARE NOT EASILY ACCESSED IN THE NEIGHBORHOODS. EXAMPLES INCLUDE ESL CLASSES, EMPLOYMENT SUPPORT INCLUDING RESUME WRITING AND SOFT SKILLS TRAINING,FAMILY SUPPORT INCLUDING LOCATING SAFE, AFFORDABLE HOUSING, AND PARENTING CLASSES FOR FAMILIES WITH CHILDREN OF ALL AGES. 376821 274606 THE UNITED WAY MOVE THE MIDDLE INITIATIVE IS AIMED AT MIDDLE SCHOOL SUCCESS, OUR MOVE THE MIDDLE INITIATIVE HAS REACHED NEARLY 2,000 MIDDLE SCHOOL STUDENTS FROM LINCOLN AND RESAR, RESULTING IN 15400 RESOURCE REFERRALS, AND PROVIDED STUDENTS WITH THE HELP THEY NEED TO GET BACK ON TRACK. WHEN MIDDLE SCHOOLERS STAY ON TRACK, THEY BECOME SUCCESSFUL HIGH SCHOOLERS AND EVENTUALLY EMPLOYED, CONTRIBUTING ADULTS. 768158 40000 UNITED FOR LITERACY, ONLY 33% OF OUR THIRD GRADERS CAN READ AT GRADE LEVEL OR ABOVE. UNITED WAY IS WORKING WITH TWENTYFIVE LOCAL AGENCIES TO CHANGE THIS STAGGERING STATISTIC. WE ARE UTILIZING THE POWER OF COLLECTIVE IMPACT TO REMOVE BARRIERS TO LITERACY, THEREBY LIFTING OUR WHOLE COMMUNITY A READING COMMUNITY DECREASES POVERTY, INCREASES A VIABLE WORKFORCE, REDUCES CRIME, AND BRINGS STRONG MENTAL HEALTH. UNITED WAY'S DOLLY PARTON IMAGINATION LIBRARY SUPPORTS LITERACY BY PROMOTING POSITIVE READING HABITS AS SOON AS BIRTH. THE IMAGINATION LIBRARY BRINGS AGE APPROPRIATE BOOKS TO CHILDREN AGES 0 5 YEARS OLD WHEN THEIR FAMILIES REGISTER FOR THE PROGRAM. BOOKS ARE MAILED OUT EACH MONTH, DIRECTLY TO THE CHILD'S HOME AND CONTINUE UNTIL THE CHILD'S FIFTH BIRTHDAY. CHILDREN HAVE THE OPPORTUNITY TO BUILD A HOME LIBRARY OF 60 BOOKS. BOOKS IN THE HOME ARE PROVEN TO BE THE SINGLE BEST INDICATOR OF A CHILD'S SUCCESS IN SCHOOL. THE MORE BOOKS IN THE HOME, THE BETTER THE CHANCES OF THE CHILD MAXIMIZING ACADEMIC SUCCESS. 1555587 true true false false false false false false false true true false false false true true true false false false false false false false false false false true false false false false false false false false false false false false false false false false false false false true 7 0 true 16 true false false false false false false false false X 13 13 false true false false false false false true true false false true true true true true true true false false IL X X X THERESA MERRIMAN 8159685400 612 N MAIN STREET SUITE 300 ROCKFORD IL 61103 JULIE BOSMA CEO 40.00 X 130428 0 13381 THERESA MERRIMAN CFO 1.00 X 90011 0 20897 MARK BALDWIN CHAIR 1.00 X X 0 0 0 TAMARA BUTLER DIRECTOR 1.00 X 0 0 0 NANCY CHAMBERLAIN DIRECTOR 1.00 X 0 0 0 RICK CIGANEK DIRECTOR 1.00 X 0 0 0 DALE DICKINSON VICE CHAIR & 1.00 X X 0 0 0 ANNIE HOBSON DIRECTOR 1.00 X 0 0 0 ALLI BERNADI INSKO DIRECTOR 1.00 X 0 0 0 EDWARD ZUROWSKI JR DIRECTOR 1.00 X 0 0 0 TERRI KNIGHT DIRECTOR 1.00 X 0 0 0 CASEY LESTER DIRECTOR 1.00 X 0 0 0 EJ MILLER DIRECTOR 1.00 X 0 0 0 JULIE O'ROURKE PAST CHAIR 1.00 X X 0 0 0 AMBER SANDERS TREASURER 1.00 X 0 0 0 220439 34278 1 false false false 2565062 2565062 78480 78480 MISCELLANEOUS 29943 29943 29943 2673485 29943 78480 489281 489281 814166 525212 128652 160302 104613 59568 20371 24674 119292 77185 19531 22576 18415 10680 5525 2210 44594 25865 13378 5351 65543 38015 19663 7865 13215 7664 3965 1586 58349 33842 17505 7002 4387 2545 1316 526 8138 4720 2441 977 13810 8010 4143 1657 INITIATIVES AND EVENTS 234079 234079 EQUIPMENT REPAIR 62657 36341 18797 7519 PAYMENTS TO AFFILIATED OR 26906 15605 8072 3229 DUES AND SUBSCRIPTIONS 17159 9952 5148 2059 -40822 -22977 -11886 -5959 2053782 1555587 256621 241574 822378 716993 632153 540298 442820 46123 37247 162802 131702 19045 31100 5343128 6946339 408613 7403125 8583112 241462 336735 8303 85463 64476 335228 401211 X 4638109 5280953 2429788 2900948 7067897 8181901 7403125 8583112 619703 494301 X false true X true false X 3788591 5012524 3055567 2496959 2565062 16918703 3788591 5012524 3055567 2496959 2565062 16918703 16918703 77028 90119 72604 115385 78480 433616 28943 28943 17381262 29943 0.97340 0.97100 X PART II, LINE 10 28,943 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2416413 234030 133768 17287 2499388 2970678 -389405 144546 20314 2416413 2486813 643114 135242 24007 2970678 2507169 108142 110711 17787 2486813 2494655 126233 96088 17631 2507169 1.00000 true false 162802 131702 31100 31100 ACCRUED EXPENSES 53021 OPERATING LEASE LIABILITY 11455 64476 X 3167786 494301 494301 2673485 2673485 2053782 2053782 2053782 SCHEDULE D, PAGE 3, PART X THE ORGANIZATION WAS FORMED AS A TAX-EXEMPT ENTITY UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. MANAGEMENT BELIEVES THE ORGANIZATION CONTINUES TO QUALIFY AS A TAX-EXEMPT ENTITY. THE ORGANIZATION ACCOUNTS FOR INCOME TAXES IN ACCORDANCE WITH FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ACCOUNTING STANDARDS CODIFICATION (ASC) TOPIC 740, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THE STANDARD PROVIDES DETAILED GUIDANCE FOR THE FINANCIAL STATEMENT RECOGNITION, MEASUREMENT, AND DISCLOSURE OF UNCERTAIN TAX POSITIONS RECOGNIZED IN AN ENTERPRISE'S FINANCIAL STATEMENTS AND REQUIRES AN ENTITY TO RECOGNIZE THE FINANCIAL STATEMENT IMPACT OF A TAX POSITION WHEN IT IS MORE LIKELY THAN NOT THAT THE POSITION WILL BE SUSTAINED UPON EXAMINATION. MANAGEMENT DOES NOT BELIEVE ANY UNCERTAIN TAX POSITIONS EXIST AT JUNE 30, 2023. true CHERRY VALLEY PUBLIC LIBRARY 755 E STATE ST CHERRY VALLEY IL 61016 362982231 6920 LITERACY JUNIOR LEAGUE OF ROCKFORD 4118 PINECREST RD ROCKFORD IL 61107 366065590 10000 LITERACY ZION DEVELOPMENT CORPORATION 910 5TH AVE ROCKFORD IL 61104 363229794 13500 STRONG NEIGHBORHOOD HEAD START 425 E STATE ST ROCKFORD IL 61104 366125747 15883 LITERACY PILGRIM BAPTIST CHURCH 1703 S CENTRAL AVE ROCKFORD IL 61102 363845731 20000 LITERACY UNITED WAY OF THE BLACKHAWK REGION 205 N MAIN ST 101 JANESVILLE WI 53545 366006734 20723 DONOR DESIGNATIONS ROCKFORD PUBLIC LIBRARY 6685 E STATE ST ROCKFORD IL 61108 800626613 20735 LITERACY UNITED WAY OF LEE AND OGLE COUNTIES 98 S GALENA AVE DIXON IL 61021 366009288 39753 GRANTS TO OGLE CO HARLEM SCHOOL DISTRICT 122 8605 N 2ND ST MACHESNEY PARK IL 61115 366005746 25000 LITERACY PATRIOTS GATEWAY COMMUNITY CENTER 615 S 5TH ST ROCKFORD IL 61104 364048431 29000 LITERACY DISCOVERY CENTER MUSEUM 711 N MAIN ST ROCKFORD IL 61103 363292135 30002 LITERACY ALIGNMENT ROCKFORD 612 N MAIN ST ROCKFORD IL 61103 271329316 31026 LITERACY BROOKE ROAD UMC 1404 BROOKE RD ROCKFORD IL 61109 362688631 48000 LITERACY BOYS AND GIRLS CLUB OF ROCKFORD 1040 N 2ND ST 1 ROCKFORD IL 61107 362167840 55781 LITERACY YWCA OF ROCKFORD 4990 E STATE ST ROCKFORD IL 61108 362174839 95924 LITERACY OTHER 22034 DONOR DESIGNATED FORM 990, PAGE 2, PART III, LINE 4A UNITED WAY COMMUNITY SERVICES - UNITED WAY 2-1-1 IS A 24 HOUR/7-DAY, INFORMATION AND REFERRAL HOTLINE THAT CONNECTS THOSE IN NEED TO AVAILABLE RESOURCES IN THE COMMUNITY. IT IS DESIGNED TO CONNECT RESIDENTS TO COMMUNITY RESOURCES FOR THEIR MOST CRITICAL NEEDS, 211 HAS FIELDED ALMOST 4,300 CALLS THIS YEAR FROM RESIDENTS OF WINNEBAGO COUNTY. THIS LINE IS FREE, CONFIDENTIAL, AND OPEN 24/7 AND CALLERS CAN GAIN ACCESS TO RESOURCES FOR RENT AND UTILITY ASSISTANCE, CHILDCARE, CLOTHING FOOD, MENTAL HEALTH CARE, AND MORE. UNITED WAY'S STRONG NEIGHBORHOODS INITIATIVE SUPPORTS FAMILIES BY PROVIDING A SPACE TO BRING POLICE AND SOCIAL SERVICE AGENCIES TOGETHER TO UNDERRESOURCED NEIGHBORHOODS. THREE STRONG NEIGHBORHOOD HOUSES ARE USED AS RESOURCE CENTERS WHERE NEIGHBORS CAN FIND A RELAXED, EASY WAY TO FORM A RELATIONSHIP WITH A COMMUNITY POLICE OFFICER OR A MEMBER OF THE SHERIFF'S DEPARTMENT. NONPROFIT AGENCIES CAN USE THE HOUSES TO OFFER SERVICES THAT ARE NOT EASILY ACCESSED IN THE NEIGHBORHOODS. EXAMPLES INCLUDE ESL CLASSES, EMPLOYMENT SUPPORT INCLUDING RESUME WRITING AND SOFT SKILLS TRAINING,FAMILY SUPPORT INCLUDING LOCATING SAFE, AFFORDABLE HOUSING, AND PARENTING CLASSES FOR FAMILIES WITH CHILDREN OF ALL AGES. FORM 990, PAGE 2, PART III, LINE 4C UNITED FOR LITERACY, ONLY 33% OF OUR THIRD GRADERS CAN READ AT GRADE LEVEL OR ABOVE. UNITED WAY IS WORKING WITH TWENTYFIVE LOCAL AGENCIES TO CHANGE THIS STAGGERING STATISTIC. WE ARE UTILIZING THE POWER OF COLLECTIVE IMPACT TO REMOVE BARRIERS TO LITERACY, THEREBY LIFTING OUR WHOLE COMMUNITY A READING COMMUNITY DECREASES POVERTY, INCREASES A VIABLE WORKFORCE, REDUCES CRIME, AND BRINGS STRONG MENTAL HEALTH. UNITED WAY'S DOLLY PARTON IMAGINATION LIBRARY SUPPORTS LITERACY BY PROMOTING POSITIVE READING HABITS AS SOON AS BIRTH. THE IMAGINATION LIBRARY BRINGS AGE APPROPRIATE BOOKS TO CHILDREN AGES 0 5 YEARS OLD WHEN THEIR FAMILIES REGISTER FOR THE PROGRAM. BOOKS ARE MAILED OUT EACH MONTH, DIRECTLY TO THE CHILD'S HOME AND CONTINUE UNTIL THE CHILD'S FIFTH BIRTHDAY. CHILDREN HAVE THE OPPORTUNITY TO BUILD A HOME LIBRARY OF 60 BOOKS. BOOKS IN THE HOME ARE PROVEN TO BE THE SINGLE BEST INDICATOR OF A CHILD'S SUCCESS IN SCHOOL. THE MORE BOOKS IN THE HOME, THE BETTER THE CHANCES OF THE CHILD MAXIMIZING ACADEMIC SUCCESS. FORM 990, PAGE 6, PART VI, LINE 3 STAFF MANAGEMENT, A PROFESSIONAL EMPLOYER ORGANIZATION (PEO), ASSISTS THE AGENCY WITH ITS HUMAN RESOURCE FUNCTIONS, PROVIDES HEALTH INSURANCE ADMINISTRATION AND PAYROLL SERVICES, INCLUDING FILING ALL WAGE AND PAYROLL TAX RETURNS ON BEHALF OF THE ORGANIZATION. HOWEVER, THE ORGANIZATION REMAINS IN CONTROL OF MANAGEMENT DUTIES SUCH AS DECISIONS ABOUT PERSONNEL, HIRING, AND FIRING. ALL WAGE AND PAYROLL TAX RETURNS ARE FILED UNDER THE FEIN OF STAFF MANAGEMENT, INCLUDING THE AMOUNT LISTED ON PART V, LINE 2A. FORM 990, PAGE 6, PART VI, LINE 11B THE 990 IS DISTRIBUTED TO THE BOARD OF DIRECTORS PRIOR TO FILING. FORM 990, PAGE 6, PART VI, LINE 12C COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY IS MONITORED BY THE BOARD OF DIRECTORS ANNUALLY. THE GOVERNING BODY REVIEWS THE POLICY AND EACH DIRECTOR SIGNS A CONFLICT OF INTEREST DISCLOSURE STATEMENT. FORM 990, PAGE 6, PART VI, LINE 15A THE EXECUTIVE COMMITTEE IS RESPONSIBLE FOR SETTING THE COMPENSATION OF THE CEO/PRESIDENT. THE MEETING IS DOCUMENTED AND THE GOVERNING BODY IS INFORMED OF ANY CHANGES IN COMPENSATION OF THE CEO/PRESIDENT. FORM 990, PAGE 6, PART VI, LINE 19 THE GOVERNING DOCUMENTS AND CONFLICTS OF INTEREST ARE AVAILABLE ON REQUEST. THE FINANCIAL STATEMENTS AND 990 ARE PUBLISHED ON WWW.UNITEDWAYRRV.ORG.