2024-08-27T15:33:28-07:00 2023-12-31 990 2023-01-01 390935496 UNITED WAY OF MARATHON COUNTY INC UNIT 7158482927 705 S 24th Ave Ste 400B Wausau WI 544015242 Jeff Sargent Executive Director/CEO 7158482927 2024-08-27 1 2023 2024-08-08 14:25:15Z Jeffrey Sargent 705 S 24th Avenue Suite 400B Wausau WI 54401 3436279 0 X www.unitedwaymc.org X 1959 WI United Way volunteers along with our Board selected our new bold goal to lift 10,000 Community Members to Financial Stability by 2033 with our new mission Uniting to Thrive by focusing on serving the ALICE population to assist with meeting basic needs and improving lives. 30 30 27 2543 52750 0 3026600 3156752 0 0 10999 31663 160807 191215 3198406 3379630 1622000 1618116 0 0 1010519 1103425 0 0 251751 708671 704726 3341190 3426267 -142784 -46637 5503606 5213990 2755890 2619439 2747716 2594551 Unite people and organizations in Marathon County to build a stronger community and strategically invest in promoting financial stability to improve lives now and into the future. Focusing on the ALICE population and lifting individuals and families out of financial instability. 0 0 2409937 1618116 0 United Way of Marathon County engages people in giving back to their community. By bringing together people with passion, expertise and resources, United Way of Marathon County is able to achieve far greater results than any one group or organization working alone. With input from community experts and volunteers, focused goals have been set in the areas of education, income and health, the building blocks for a good quality of life. United Way of Marathon County is advancing this agenda by working with our community partners to develop action plans that will create the desired change. Examples of the goals we want to achieve include improving kindergarten readiness, reducing relationship violence and reducing hunger and homelessness. By focusing on key issues and leveraging partnerships and resources, we can effectively and efficiently get results. 256176 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, text, chat or by email. 2-1-1 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. 53704 0 0 United Way RSVP (Retired and Senior Volunteer Program) is a nationwide volunteer program for persons 55 and over which is made possible through a federal grant from the Corporation for National and Community Service. RSVP volunteers help address community priorities such as, tutoring and mentoring youth, hunger and homelessness, elderly support services and more at nearly 40 non-profit agencies. RSVP staff provide personalized volunteer placement and other benefits for members along with free community programming to encourage healthy active aging for all older adults. This program closed in July 2023 0 0 0 Additional United Way affiliate programs are; Ready to Read, Women United, Emerging Leaders, Hunger Coalition, Early Years, Retire United, Housing and Homeless Coalition and the Volunteer Connection. More information regarding these programs is available on our website, www.unitedwaymc.org. 0 0 0 2719817 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 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 22 0 1 27 1 0 0 0 0 0 0 0 0 X 30 30 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WI X X X UNITED WAY OF MARATHON COUNTY INC 7158482927 705 S 24th Ave Ste 400B Wausau WI 54401 Jeffrey Sargent Executive Director 40 0 X X X 118265 0 5247 Melissa Beese Director of Finance and Admin 40 0 X 83996 0 3806 Andrew Shallow Vice President of Finance 1 0 X X 0 0 0 Ryan Gallagher Past President 1 0 X X 0 0 0 Julie Bliss Vice President Marketing 1 0 X X 0 0 0 Dr Swati Biswas At Large Community Officer 1 0 X X 0 0 0 Sarah Napgezek Board Member 1 0 X 0 0 0 Michael Loy President 1 0 X X 0 0 0 Amanda Sahr Vice President Community Impact 1 0 X X 0 0 0 David Greene President Elect 1 0 X X 0 0 0 Bailey Sleeper Agency Representitive 1 0 X 0 0 0 Rob Elliott Board Member 1 0.00 X 0 0 0 Nancy Kaiser Board Member 1 0 X 0 0 0 Audrey Kavanagh Board Member 1 0 X 0 0 0 MaiGer Moua Board Member 1 0 X 0 0 0 Jenny Redman-Schell Board Member 1 0 X 0 0 0 Paul Herold Board Member 1 0 X 0 0 0 Kari Solomonson Board Member 1 0 X 0 0 0 Craig Uhlenbrauck Corporate Giving Chair 1 0 X X 0 0 0 Kalli Yaklyvich Board Member 1 0 X 0 0 0 Eric Steinbach Board Member 1 0 X 0 0 0 Lisa Felch Board Member 1 0 X 0 0 0 Amy Janke Assoc. Corporate Giving Chair 1 0 X X 0 0 0 Jessica Meadows Board Member 1 0 X 0 0 0 Christy Keele Board Member 1 0 X 0 0 0 Dr Casey Nye Board Member 1 0 X 0 0 0 Todd Hagedorn Board Member 1 0 X 0 0 0 Jessica Lind Ex-Officio 1 0 X 0 0 0 Amber Gober Ex-Officio 1 0 X 0 0 0 Mitchell Guralski Ex-Officio 1 0 X 0 0 0 Steve Zeinemann Ex-Officio 1 0 X 0 0 0 202261 0 9053 1 0 0 0 0 0 0 0 0 151561 3005191 785 3156752 0 0 0 0 0 31597 31597 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 11980 0 11914 0 66 0 66 66 0 0 97485 0 44735 52750 52750 0 0 0 0 0 0 0 0 0 0 0 0 0 Grant agreements with 211 900000 138465 138465 0 0 0 0 0 0 138465 3379630 170128 52750 0 1618116 1618116 0 0 0 0 0 0 174201 67578 69883 36740 0 0 0 0 728871 483733 134918 110220 0 0 0 0 135219 95266 23250 16703 65134 39090 15156 10888 0 0 0 0 0 0 0 0 14665 5866 5133 3666 0 0 0 0 0 0 13097 0 13097 0 35220 35220 0 0 43372 29288 8196 5888 139886 71919 60982 6985 62599 43195 14598 4806 0 0 0 0 47541 20380 25281 1880 1557 1215 198 144 0 0 0 0 51785 31235 11959 8591 11818 0 11818 0 34492 15293 11173 8026 11448 5076 3708 2664 10892 7218 2137 1537 Campaign 46026 35415 6175 4436 Postage/Misc 15829 7992 3415 4422 Maintenance 64426 39223 14666 10537 Lease Costs 100073 67499 18956 13618 3426267 2719817 454699 251751 759292 701314 1303378 1151118 1898339 1768433 78633 50418 0 0 0 0 0 0 0 0 18214 30167 309707 236248 31686 73459 0 0 0 0 0 0 732533 644277 681531 794804 5503606 5213990 187344 118051 1759711 1715502 2421 0 0 0 0 0 0 0 0 0 0 0 806414 785886 2755890 2619439 X 1424134 1447227 1323582 1147324 2747716 2594551 5503606 5213990 X -46637 0 0 0 0 -106528 X 0 1 X 1 0 X 3205825 3368517 3332007 3062219 2919251 15887819 0 0 0 0 0 0 0 0 0 0 0 0 3205825 3368517 3332007 3062219 2919251 15887819 2606762 13281057 25234 20506 33296 10999 31597 121632 0 0 0 0 0 0 96806 100804 101030 125188 135101 558929 16568380 0 0.80159 0.76575 X Schedule A, Part II, Line 10 Schedule A, Part I, Line 10 - Payments from other counties for 211 services for contract work in those counties. Portage, Northwoods and Brown County fee payments for service. Schedule A, Part II, Line 10 - Other Income is Miscellaneous Revenue for our 211 department that contracts with other counties to handle their 211 call volume and database information RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 681531 515 118209 0 0 5451 794804 861660 1546 -142072 0 34100 5503 681531 799333 500 99620 0 29100 8693 861660 752145 500 87013 0 32800 7525 799333 666141 51 128848 0 35000 7895 752145 1 0 0 1 0 0 0 0 0 0 0 0 0 37521 26333 11188 0 272186 209915 62271 0 0 0 0 73459 ENDOWMENT 794804 794804 0 LEASE LIABILITY 785886 785886 X 3279674 -99956 0 0 0 -99956 3379630 0 0 0 3379630 3426267 0 0 0 0 0 3426267 0 0 0 3426267 Schedule D, Part V, Line 4 The purpose of this fund is to allow United Way of Marathon County to help meet the current and future human care needs of Marathon County Community members. Requests to spend the earnings shall be as recommended by the UWMC Board of Directors as needed to cover costs and for emergencies. All requests for funding are subject to approval of the Community Foundation of North Central Wisconsin's Board of Directors. Schedule D, Part X The organization is a charitable organization under Section 501c)(3) of the IRS code, and thus is exempt from income taxes. Schedule D, Part X, Line 2 No tax is due for Part X as this is the lease liability booked according to the IRS regulations to book long term lease liability for our lease agreement on our office space. Power of the Purse 98303 818 97485 0 1383 2000 27362 250 13740 0 0 98303 818 97485 0 1383 2000 27362 250 13740 44735 52750 1 BIG BROTHERS BIG SISTERS OF NORTHCENTRAL WI INC 2804 RIB MOUNTAIN DR STE G Wausau WI 544017473 391258616 501 c 3 100000 0 1 Youth Mentoring BOYS AND GIRLS CLUB OF THE WAUSAU AREA INC PO Box 2386 Wausau WI 54402 391850386 501 c 3 83340 0 1 Academic Success, Career CATHOLIC CHARITIES OF THE DIOCESE OF LA CROSSE INC PO Box 266 3710 East Avenue South La Crosse WI 54602 391896823 501 c 3 65000 0 1 Beyond Shelter 2 Project Step Up 3 Wausau Warming Center CHILDCARING INC 1107 W GRAND AVE Wisconsin Rapids WI 544953349 391673734 501 c 3 243660 0 1 Good Start Grants CHILDRENS SERVICE SOCIETY OF WISCONSIN 705 S 24th Ave Wausau WI 54401 390806380 501 c 3 187000 0 1 Child and Family Counseling 2 Group based parenting education 3 Marathon County visitation program 4 Start Right Healthy Families 5 Triple P FAITH IN ACTION OF MARATHON COUNTY INC 630 Adams St Wausau WI 54403 203244315 501 c 3 22750 0 1 Support for Seniors GIRL SCOUTS OF THE NORTHWESTERN GREAT LAKES INC 4693 N LYNNDALE DR Appleton WI 549139614 391016314 501 c 3 30000 0 1 Reaching Out LENA Foundation 5525 Central Ave Suite 100 Boulder CO 80301 263784465 501 c 3 20000 0 1 LENA Start Marathon County NORTH CENTRAL COMMUNITY ACTION PROGRAM INC 2111 8TH ST S STE 102 Wisconsin Rapids WI 544946155 391080179 501 c 3 210000 0 1 Emergency Food Assistance Fund 2 Emergency Housing Assistance Fund PEACEFUL SOLUTIONS COUNSELING INC 741 N 1st Street Wausau WI 54403 208223946 501 c 3 229500 0 1 Childhood Trauma Mental Health 2 Mental Health Counseling 3 Substance Abuse Outpatient 4 The CHOICES program 4 The Mentoring and Aftercare Program 5 The SAFE Program Samoset Council Boy Scouts of America 3511 CAMP PHILLIPS RD Weston WI 544766320 390813397 501 c 3 30000 0 1 Scouting Outreach SPENCER KIDS GROUP INC PO BOX 15 117 E Clark St Spencer WI 544790015 391826608 501 c 3 20000 0 1 Spencer Kids Group Youth THE SALVATION ARMY 202 Callon St Wausau WI 54401 362167910 501 c 3 65000 0 1 Meal program 2 Pathway of Hope 3 Shelter Transitional Living Center WAUSAU AREA MOBILE MEALS INC 609 SCOTT STREET Wausau WI 544034862 391238060 501 c 3 36000 0 1 Wausau Area Mobile Meals WISCONSIN AUTOMOBILE AND TRUCK EDUCATION ASSOCIATION INC PO BOX 1542 Wausau WI 544021542 391990500 501 c 3 16000 0 1 Wheels to Work WISCONSIN JUDICARE INCORPORATED 401 FIFTH STREET SUITE 200 Wausau WI 544035470 391170880 501 c 3 12000 0 1 Domestic Violence Intervention Project WOMENS COMMUNITY INC OF WAUSAU 3200 HILLTOP AVE Wausau WI 544014026 391290452 501 c 3 155000 0 1 Domestic Abuse Victim Services 2 Sexual Assault Victim Services 3 Transitional Living Program COMMUNITY FOUNDATION OF NORTH CENTRAL WISCONSIN INC 500 N 1ST ST STE 2600 Wausau WI 544034883 391577472 501 c 3 24000 1 Marathon County School Based Counseling Consortium 22 0 Schedule I, Part I, Line 2 Schedule I, Part 1, line 2 - we ask for RFP's to be submitted and our impact committee votes on our funded partners, and we go on 3 year cycle, asking each of our funded partners to report back on how our funds were spent and the amount of community members that were being served by out grant funds. Form 990, Part VI, Section B, Line 11b The 990 and schedules are emailed to all current year board members and also reviewed by the Executive Director and VP of Administration prior to filing. Form 990, Part VI, Section B, Line 12c Officers, directors, volunteers and employees are asked to sign a conflict-of-interest policy annually. If the discussion or board action is being taken that is relevant to the item disclosed on a member's conflict of interest policy, then they are asked to abstain from the discussion and vote. Form 990, Part VI, Section B, Line 15 Annually the Board reviews the salaries for the Executive Director and each employee. They approve salary ranges for each position and make sure they are comparable to similar positions/salaries in the community. Form 990, Part VI, Section C, Line 19 Governing Documents are on file with the company and available upon request for both Board members and staff. Form 990, Part XI, Line 9 Other changes in Net Assets is a variance from prior year that should have been recorded in Instant Impact Payable as a liability for year ended 12/31/2022. This resulted in Impact Payable and expenses being understated. Corrections were made to increase the Instant Impact Payable and expenses in 2022 by organization resulting in a change in net assets variance. See Audited Financials Note 11. We filed an 8868 and we are not late.