2025-12-15T11:18:01-06:00 2025-06-30 390974031 WEGNER CPAS LLP 2921 LANDMARK PL STE 300 MADISON WI 537134236 990 2024-07-01 390806285 UNITED WAY OF KENOSHA COUNTY INC UNIT 2626584104 5500 6TH AVE 210 KENOSHA WI 53140 CAROLYNN FRIESCH CHIEF EXECUTIVE OFFICER 2626584104 2025-12-01 1 1 JENNY TARKOWSKI CPA P00634290 6082744020 2025-11-11 2024 2025-03-06 01:10:19Z CAROLYNN FRIESCH 5500 6TH AVE 210 KENOSHA WI 53140 1265670 0 X WWW.KENOSHAUNITEDWAY.ORG X 1959 WI THE MISSION OF UNITED WAY OF KENOSHA COUNTY IS TO CONNECT CARING VOICES AND MAXIMIZE RESOURCES TO COLLECTIVELY STRENGTHEN AND UPLIFT KENOSHA COUNTY. WE ENVISION A KENOSHA COUNTY WHERE ALL INDIVIDUALS ARE HEALTHY, EDUCATED, AND ECONOMICALLY STABLE. 19 19 14 507 0 0 577934 840076 422275 280637 22231 24755 49471 46282 1071911 1191750 187237 193821 0 0 671787 658079 0 0 56349 222171 271786 1081195 1123686 -9284 68064 1278355 1340388 165193 159162 1113162 1181226 X THE MISSION OF UNITED WAY OF KENOSHA COUNTY IS TO CONNECT CARING VOICES AND MAXIMIZE RESOURCES TO COLLECTIVELY STRENGTHEN AND UPLIFT KENOSHA COUNTY. WE ENVISION A KENOSHA COUNTY WHERE ALL INDIVIDUALS ARE HEALTHY, EDUCATED, AND ECONOMICALLY STABLE. 0 0 415269 155000 0 COMMUNITY IMPACT - AT UNITED WAY OF KENOSHA COUNTY (HENCEFORTH KNOWN AS UWKC), WE BELIEVE IN THE POWER OF MAXIMIZING COMMUNITY IMPACT BY MOBILIZING THE CARING POWER OF INDIVIDUALS AND WORKING IN COLLABORATION WITH LOCAL AGENCY PARTNERS TO MAKE A CRITICAL DIFFERENCE IN OUR COMMUNITY. WE ENVISION A KENOSHA COUNTY WHERE ALL INDIVIDUALS ARE HEALTHY, EDUCATED, AND ECONOMICALLY STABLE.UWKC IMPACTS INDIVIDUALS AND FAMILIES IN OUR LOCAL COMMUNITY BY INVESTING IN A VARIETY OF LOCAL, STATE, AND NATIONAL UNITED WAY INITIATIVES, AS WELL AS VARIOUS PROGRAMS AT OUR PARTNER PROVIDER AGENCIES. THESE COMBINED EFFORTS PROVIDE COMMUNITY SOLUTIONS AND DELIVER MEASURABLE RESULTS. UWKC IS GUIDED BY GROUPS OF VOLUNTEERS WHO ARE RESPONSIBLE FOR GOVERNANCE, OVERSEEING OPERATIONS AND THE ANNUAL COMMUNITY INVESTMENT PROCESS. THE KEY FOCUS AREAS FOR UWKC, BOTH LOCALLY AND NATIONALLY, ARE EDUCATION, FINANCIAL STABILITY, AND HEALTH. UWKC ADDRESSES THESE AREAS IN THE FOLLOWING WAYS:EDUCATIONHELPING CHILDREN AND YOUTH ACHIEVE THEIR POTENTIALGOALS: CHILDREN/YOUTH IMPROVE ACADEMIC ACHIEVEMENT. CHILDREN/YOUTH DEMONSTRATE POSITIVE ENGAGEMENT AT SCHOOL AND IN THEIR COMMUNITY.EDUCATION IS THE CORNERSTONE OF INDIVIDUAL AND COMMUNITY SUCCESS. STRONG, PRODUCTIVE COMMUNITIES ARE DEPENDENT UPON A SKILLED WORKFORCE THAT CAN COMPETE IN A GLOBAL ECONOMY. ACCORDING TO THE NATIONAL CENTER FOR EDUCATION STATISTICS, THERE WERE 2 MILLION SCHOOL DROPOUTS BETWEEN THE AGES OF 16-24 NATIONWIDE IN 2020. AMERICA, AND KENOSHA COUNTY, FACE AN EDUCATION CRISIS. IN KENOSHA COUNTY, TWO OUT OF THREE THIRD GRADERS CANNOT READ PROFICIENTLY, WHICH IS AN EARLY INDICATOR OF ABILITY TO SUCCEED IN SCHOOL. WHAT IS THE COST OF THIS ALARMING TREND? THE ANSWER, MORE THAN $544 BILLION IN LOST WAGES, TAXES AND PRODUCTIVITY OVER THEIR LIFETIMES. THESE TRENDS ARE REVERSIBLE, BUT ONLY WHEN COMMUNITIES AND PUBLIC, PRIVATE, AND NONPROFIT SECTORS WORK TOGETHER.UWKC WORKS TO ACHIEVE EDUCATION GOALS BY LEADING THE FOLLOWING COMMUNITY INITIATIVES:KENOSHA COUNTY YOUTH AS RESOURCES (YAR)KENOSHA COUNTY YOUTH AS RESOURCES (YAR) IS A GRANT-GIVING PROGRAM THAT FUNDS YOUTH-DESIGNED, YOUTH-LED COMMUNITY SERVICE PROJECTS. YOUTH, WITH GUIDANCE FROM ADULTS, DETERMINE AND PRIORITIZE THE PROJECTS THEY BELIEVE WILL ADDRESS A NEED IN THEIR COMMUNITY. YOUTH GROUPS MAY APPLY TO YAR FOR SMALL GRANTS OF UP TO $500, WHICH MAY BE USED TO PURCHASE SUPPLIES FOR A PROJECT. THE YAR BOARD INVITES YOUTH GROUPS TO PRESENT THEIR SERVICE PROJECT PROPOSALS DIRECTLY TO THE BOARD AT THREE TIME PER YEAR FOR REVIEW MEETINGS AND THEN ALLOCATES FUNDING AFTER REVIEWING ALL APPLICATIONS.YAR WAS DEVELOPED OUT OF A NEED - A NEED TO MAKE THE YOUTH OF KENOSHA COUNTY FEEL MORE CONNECTED TO THEIR COMMUNITY. ACCORDING TO RESULTS FROM A 2010 SEARCH INSTITUTE SURVEY OF KENOSHA COUNTY YOUTH, ONLY 27% FEEL THAT THEY ARE GIVEN USEFUL ROLES IN THE COMMUNITY. AN EVEN LOWER 25% OF YOUTH FEEL THAT ADULTS VALUE THEM. YAR IS A PROGRAM OF UWKC IN PARTNERSHIP WITH UNIVERSITY OF WISCONSIN MADISON EXTENSION KENOSHA COUNTY.DURING THE 2024-2025 PROGRAM YEAR, YOUTH AS RESOURCE, CONSISTING OF 8 HIGH SCHOOL MEMBERS AND THREE ADULT MEMBERS, AWARDED $3,500 ACROSS 7 SERVICE PROJECTS READ ACROSS KENOSHA: A COMMUNITY LITERACY EVENTREAD ACROSS KENOSHA: A COMMUNITY LITERACY EVENT TOOK PLACE ON THURSDAY, MARCH 6, 2025, IN PARTNERSHIP WITH KENOSHA UNIFIED SCHOOL DISTRICT, BRISTOL SCHOOL DISTRICT, RIVERVIEW ELEMENTARY, AND SALEM SCHOOL DISTRICT, AND IN CONJUNCTION WITH THE NATIONAL "READ ACROSS AMERICA" EVENT. THIS YEAR, 192 VOLUNTEERS READ WITH K-3RD GRADE CLASSROOMS. BOOKS FEATURED VARIOUS AUTHORS AND TITLES, GUIDED BY THE NATIONAL EDUCATION ASSOCIATION AND KUSD. SPONSORSHIPS AND COMMUNITY DONATIONS HELPED PROVIDE CHILDREN'S BOOKS TO EACH OF THE 200+ CLASSROOMS.READERS ARE LEADERS TUTORING PROGRAMTHE READERS ARE LEADERS TUTORING PROGRAM IS AN EARLY GRADE READING INITIATIVE THAT HELPS CHILDREN BUILD THE CRITICAL READING SKILLS NEEDED TO SUCCEED IN SCHOOL AND LIFE. THROUGH THIS TUTORING PROGRAM, UWKC RECRUITS, TRAINS, AND PLACES COMMUNITY VOLUNTEERS IN LOCAL SCHOOLS. THE TUTOR WORKS ONE-ON-ONE WITH KINDERGARTEN THROUGH THIRD GRADE STUDENTS DURING THE SCHOOL DAY TO SUPPLEMENT THE WORK THEY ARE DOING IN THE CLASSROOM.DURING THE 2024-2025 SCHOOL YEAR, THE PROGRAM WAS IMPLEMENTED IN 6 KENOSHA UNIFIED SCHOOL DISTRICT ELEMENTARY SCHOOLS: GRANT, FOREST PARK, WHITTIER, PRAIRIE LANE, NASH, AND SOUTHPORT. OVER 100 STUDENTS RECEIVED LITERACY SUPPORT FROM 96 VOLUNTEER TUTORS. SINCE THE PROGRAM BEGAN, TUTORS HAVE GIVEN OVER 10,000 HOURS TO HELP CHILDREN BUILD CRITICAL SKILLS FOR READING PROFICIENCY. BORN LEARNING TRAILSCHILDREN ARE CONSTANTLY LEARNING, RIGHT FROM BIRTH. TO HELP ADULTS TURN A SIMPLE PARK VISIT INTO AN EARLY LEARNING OPPORTUNITY, BORN LEARNING TRAILS OFFER MULTIPLE ACTIVITY STATIONS WITH FUN, INTERACTIVE LEARNING GAMES THAT PARENTS, GRANDPARENTS AND CAREGIVERS CAN PLAY WITH YOUNG CHILDREN. THE TRAILS ARE AN EDUCATIONAL STRATEGY TO BOOST CHILDREN'S LANGUAGE AND LITERACY SKILLS A VALUABLE COMMUNITY RESOURCE FOR EARLY LEARNING. BORN LEARNING TRAILS ARE AT COLUMBUS PARK, FOX RIVER PARK, AND CHAVEZ LEARNING STATION.ADDITIONALLY, THROUGH A VOLUNTEER-LED REVIEW PROCESS, UWKC INVESTS IN PROGRAMS SUCH AS: BOYS AND GIRLS CLUB OF KENOSHA YOUTH EMPOWERMENT PROGRAM KENOSHA LITERACY COUNCIL LITERACY FOR LIFE ADULT LITERACY EDUCATION PROGRAM WOMEN AND CHILDREN'S HORIZONS CHILDREN'S SERVICES KENOSHA YMCA ABILITIES IN MOTION ADAPTIVE SPORTSHEALTHIMPROVING PEOPLE'S HEALTHGOALS: INDIVIDUALS DEMONSTRATE SKILLS FOR HEALTHY LIVING. INDIVIDUALS ACCESS HEALTH AND SAFETY RESOURCES.GOOD HEALTH IS BOTH A COMMUNITY RESPONSIBILITY AND A COMMUNITY BENEFIT. IT GOES BEYOND PERSONAL DIET, EXERCISE, AND MANY OTHER INDIVIDUAL CHOICES WE MAKE. THE FOUNDATION FOR A HEALTHY LIFE IS IN THE NEIGHBORHOODS WE BUILD AND THE ENVIRONMENTS WE INHABIT. WHEN PEOPLE HAVE ACCESS TO PARKS, BIKE PATHS, SAFE PLAYGROUNDS, HEALTHY FOODS, AND GOOD MEDICAL CARE, THEY ARE MORE LIKELY TO SUCCEED IN SCHOOL, WORK, AND LIFE. UWKC IS WORKING TO ENSURE EVERYONE HAS ACCESS TO AFFORDABLE AND QUALITY CARE AND PARTNERS WITH AGENCIES TO PROVIDE HELP TO THOSE WITHOUT HEALTH INSURANCE, A VICTIM OF ABUSE, OR SOMEONE STRUGGLING WITH MENTAL ILLNESS OR AN ADDICTION.UWKC WORKS TO ACHIEVE HEALTH GOALS BY LEADING THE FOLLOWING COMMUNITY INITIATIVES:HEALTH RESOURCES UNITED WAY OF KENOSHA COUNTY WORKS IN PARTNERSHIP WITH MULTIPLE COMMUNITY PARTNERS TO SHARE THE RESOURCES AVAILABLE IN OUR COMMUNITY: CLINIC INFORMATION, FLU INFORMATION, MENTAL HEALTH RESOURCES, ENVIRONMENTAL HEALTH SERVICES, SUICIDE PREVENTION, COUNSELING SERVICES, AFFORDABLE CARE ACT INFORMATION AND FAMILY AND CHILD HEALTH PROGRAMS (PRENATAL CARE COORDINATION, SAFE SLEEP, WIC, CAR SEAT SAFETY). ADDITIONALLY, THROUGH A VOLUNTEER-LED REVIEW PROCESS, UWKC INVESTS IN PROGRAMS SUCH AS: CATHOLIC CHARITIES BEHAVIORAL HEALTH AND COUNSELING SERVICES KENOSHA AREA FAMILY & AGING SERVICES' MEALS ON WHEELS PROGRAM THE SHARING CENTER NUTRITIONAL PROGRAM WOMEN AND CHILDREN'S HORIZONS' LEGAL ADVOCACY KENOSHA YMCA HEALTHY EATING AND ACTIVE LIVING HOPE COUNCIL PARENTING TIME/SUPERVISED VISIT LGBT CENTER OF SE WI KENOSH LGBTQ+ YOUTH PROGRAM KENOSHA AREA FAMILY & AGING SERVICES VOLUNTEER TRANSPORTATION PROGRAM 367506 17996 291837 BUILDING OUR FUTURE IS AN EDUCATIONAL "CRADLE TO CAREER" INITIATIVE THAT REQUIRES COMMUNITIES TO WORK COLLECTIVELY TO IDENTIFY AREAS OF WEAKNESS, MARSHAL RESOURCES TO SOLVE PROBLEMS, AND USE DATA TO DRIVE ACTION AND DECISION MAKING THAT WILL LEAD TO IMPROVED OUTCOMES FOR STUDENTS OF ALL AGES. UWKC TRANSFERRED FISCAL SPONSORSHIP OF THIS PROGRAM TO THE KABA FOUNDATION AS OF JANUARY 1, 2023. UWKC CONTINUES TO SUPPORT THIS INITIATIVE BY SERVING AS THE EMPLOYER OF RECORD AND THROUGH COLLABORATION, HUMAN RESOURCES, AND ADMINISTRATIVE SUPPORT. 86444 5000 0 COMMUNITY SERVICES AND VOLUNTEERISM - IN ADDITION TO LEADING INITIATIVES AND SUPPORTING PROGRAMS THROUGH THE INVESTMENT PROCESS, UWKC PLAYS A ROLE IN ENSURING THAT COMMUNITY MEMBERS ARE ALSO ABLE TO UTILIZE THEIR TIME AND TALENTS TO MAKE A DIFFERENCE. WE DO SO IN THE FOLLOWING WAYS: VOLUNTEER CONVENOR - UWKC IS COMMITTED TO HELPING KENOSHA COUNTY RESIDENTS FIND ALTERNATIVE WAYS OF GIVING IN THE COMMUNITY. UWKC UTILIZES VOLUNTEERS THROUGHOUT THE ORGANIZATION AND VALUES AND REALIZES HOW IMPORTANT THE GIFT OF TIME CAN BE TO ANY NON-PROFIT ORGANIZATION. TO SOURCE AND PUBLICIZE VOLUNTEER OPPORTUNITIES, UWKC UTILIZES A WEB-BASED PLATFORM CALLED VOLUNTEER WISCONSIN. NONPROFITS, GOVERNMENT ORGANIZATIONS, SCHOOLS, CIVIC GROUPS, AND COMMUNITY COALITIONS POST VOLUNTEER OPPORTUNITIES, IN-KIND NEEDS, AND UPCOMING EVENTS. IT IS A PLACE WHERE INDIVIDUALS, FAMILIES, AND CORPORATE TEAMS CAN EASILY SEARCH AND FIND OPPORTUNITIES TO UTILIZE THEIR INDIVIDUAL TALENTS AND MEET THEIR INTERESTS WHILE MAKING A LOCAL IMPACT. IN ADDITION TO FOSTERING YEAR-ROUND VOLUNTEERISM THROUGH VOLUNTEER WISCONSIN, UWKC ORGANIZES SEVERAL VOLUNTEER EFFORTS THROUGHOUT EACH YEAR TO HELP CONNECT INDIVIDUALS AND EMPLOYEES WITH THE LOCAL COMMUNITY AND LOCAL NONPROFIT ORGANIZATIONS.DAYS OF CARINGCORPORATE PARTNERS OR VOLUNTEER TEAMS ARE CONNECTED WITH LOCAL NONPROFIT ORGANIZATIONS TO ASSIST IN VOLUNTEER OPPORTUNITIES THAT RANGE FROM WORKING WITH SENIORS, TO PAINTING OR LANDSCAPING. IN 2025, DAY OF CARING WAS A TWO-DAY EVENT. BORN LEARNING TRAILS WERE INSTALLED AT FOX RIVER PARK AND CHAVEZ LEARNING STATION.DAYS OF ACTION SENSORY PLAYGROUND PROJECTSTHIS PROJECT BRINGS COMMUNITY VOLUNTEERS TO KENOSHA COUNTY SCHOOLS THROUGHOUT THE SUMMER MONTHS TO ADD BOTH EDUCATIONAL COMPONENTS AND ACTION STENCILS TO PROMOTE PHYSICAL ACTIVITY. THE STENCILS THAT VOLUNTEERS PAINT INSPIRE KIDS TO LEARN AND MOVE WHILE CREATING GAMES AROUND THE STENCILS. RESEARCH FINDS THAT ELEMENTARY SCHOOL CHILDREN SPEND MORE OF THEIR RECESS AND ACTIVITY TIME IN ACTIVE PLAY WHEN SCHOOLYARDS ARE ENHANCED WITH PLAYGROUND MARKINGS. SIMILARLY, TO DAYS OF CARING, DAYS OF ACTION HAS NOT FORMALLY TAKEN PLACE SINCE 2019. SCHOOLS, HOWEVER, HAVE BEEN ABLE TO UTILIZE AVAILABLE STENCILS AS REQUESTED. RECENTLY, FOREST PARK, ROOSEVELT, AND WHITTIER SCHOOLS HAVE COMPLETED THEIR SENSORY PLAYGROUNDS.COMMUNITY SERVICES - UWKC IS ACTIVELY ENGAGED WITH THE KENOSHA EMERGENCY SERVICES NETWORK TO STAY UP TO DATE ON THE SERVICES AVAILABLE IN THE COUNTY AND ACTS AS A REFERRAL SOURCE TO MANY NEEDING HELP IN OUR COMMUNITY. UWKC ALSO FUNDS IMPACT, INC.'S 2-1-1 CONFIDENTIAL HELPLINE AND ONLINE RESOURCE DIRECTORY.COMMUNITY CONVENER - ONE POWERFUL THING ABOUT UWKC IS THE RELATIONSHIPS WITH LOCAL BUSINESSES, EDUCATION, FAITH AND COMMUNITY-BASED ORGANIZATIONS, PHILANTHROPIC INSTITUTIONS, CIVIC LEADERS, LOCAL GOVERNMENT AND INSTITUTIONS. 54333 0 0 MAHONE FOUNDATION THE MARY LOU AND ARTHUR F. MAHONE FOUNDATION (MAHONE FOUNDATION) WAS FORMED TO PROVIDE EDUCATIONAL OPPORTUNITIES FOR ECONOMICALLY AND ACADEMICALLY DESERVING YOUTH WHILE SUPPORTING HEALTHY LIFESTYLE INITIATIVES IN COMMUNITIES OF COLOR. AS OF FEBRUARY 2025, UNITED WAY OF KENOSHA COUNTY HAS AGREED TO BE THE FISCAL SPONSOR WHILE THE MAHONE FOUNDATION IS AWAITING THE FINAL DETERMINATION OF THEIR APPLICATION FOR 501(C)(3) STATUS FOR EXEMPTION FROM FEDERAL INCOME TAX UNDER THE INTERNAL REVENUE CODE IN ORDER TO SUPPORT THEIR GROWTH AND DEVELOPMENT AND PROVIDE FINANCIAL MANAGEMENT AND OVERSIGHT. 15825 15825 2329 WE PROCESSED $15,825 IN DONOR-DESIGNATED FUNDS. DONOR DESIGNATED FUNDS ARE CONTRIBUTIONS SPECIFICALLY DIRECTED BY THE DONOR TO BE FORWARDED TO OTHER NONPROFIT ORGANIZATIONS, SO UNITED WAY ACTS SIMPLY AS AN AGENT THAT COLLECTS, PROCESSES AND DISBURSES THE FUNDS. WE PROVIDE THIS SERVICE AS A CONVENIENCE TO OUR DONORS. DESIGNATED AGENCIES MUST COMPLETE AND RETURN AN ANTI-TERRORIST COMPLIANCE MEASURES FORM AND A COPY OF THEIR IRS DETERMINATION LETTER MUST BE ON FILE IN ORDER FOR THEM TO RECEIVE FUNDS DESIGNATED TO THEM BY UWKC DONORS DURING OUR ANNUAL FUNDRAISING CAMPAIGN. 70158 15825 2329 939377 1 1 0 0 0 0 0 0 0 0 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 13 4 14 1 0 0 0 0 0 0 0 0 0 0 0 0 X 19 19 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 WI X X CAROLYNN FRIESCH 2626584104 5500 6TH AVE STE 210 KENOSHA WI 53140 TANYA RUDER PRESIDENT 1.00 X X 0 0 0 ROB HOGAN TREASURER/FINANCE CHAIR 1.00 X X 0 0 0 MARK HOLMES DIRECTOR/AUDIT CHAIR 1.00 X X 0 0 0 ROBYN HEATHCOTE-DOERSCH DIRECTOR/CIC CHAIR (FROM MAR 2025) 1.00 X X 0 0 0 JACQUELINE MORRIS PRESIDENT (THRU MAR 2025) 1.00 X X 0 0 0 CYNDEAN JENNINGS DIRECTOR/CIC CHAIR (THRU MAR 2025) 1.00 X X 0 0 0 KELSEY HUBELER SECRETARY (THRU MAY 2025) 1.00 X X 0 0 0 DEZARREA JOHNSON-KINDLE DIRECTOR 1.00 X 0 0 0 MITCH FERRARO DIRECTOR 1.00 X 0 0 0 HORACE STAPLES DIRECTOR 1.00 X 0 0 0 WILLIAM ROBERTS DIRECTOR 1.00 X 0 0 0 KARIN GRAVES DIRECTOR 1.00 X 0 0 0 ERIC PETERSON DIRECTOR 1.00 X 0 0 0 DR MICHELE HANCOCK DIRECTOR 1.00 X 0 0 0 MICHAEL BOND DIRECTOR 1.00 X 0 0 0 JAMICE GLASS DIRECTOR 1.00 X 0 0 0 LAVETTA ARRINGTON DIRECTOR 1.00 X 0 0 0 BETH GAROUTTE DIRECTOR (FROM MAR 2025) 1.00 X 0 0 0 DR DOMINIQUE PRITCHETT DIRECTOR (FROM MAR 2025) 1.00 X 0 0 0 COLIN MURPHY DIRECTOR (FROM MAR 2025) 1.00 X 0 0 0 KAILA BINGEN DIRECTOR (FROM MAR 2025) 1.00 X 0 0 0 JENNIFER MAGGIO DIRECTOR (FROM MAR 2025) 1.00 X 0 0 0 LAUREN NERI DIRECTOR (THRU MAR 2025) 1.00 X 0 0 0 NIKKI PAYNE DIRECTOR (THRU MAR 2025) 1.00 X 0 0 0 CAROLYNN FRIESCH CHIEF EXECUTIVE OFFICER 40.00 X 71194 0 22176 BETH GRIFFEN DIRECTOR OF FINANCE 40.00 X 58791 0 10979 129985 0 33155 0 0 0 0 0 2494 255000 582582 840076 BUILDING OUR FUTURE PROGRAM SERVI 900099 280637 280637 280637 24755 24755 106673 2494 73920 32753 32753 ADMINISTRATIVE FEES 900099 11200 11200 COST RECOVERY FEES 900099 1574 1574 SERVICE FEES 900099 755 755 13529 1191750 294166 0 57508 X 193821 193821 173786 135811 26438 11537 402602 318934 58249 25419 6751 6083 465 203 34765 25334 6566 2865 40175 33772 4458 1945 11600 11600 63754 54583 6244 2927 2230 1866 111 253 52577 49263 2224 1090 21730 11006 3709 7015 35084 29702 3747 1635 1334 1026 214 94 58795 57992 803 373 208 115 50 5008 2786 1547 675 4971 4194 541 236 DUES 7702 6368 929 405 COMMUNITY EVENTS 6628 6628 1123686 939377 127960 56349 100 100 934296 1029756 150232 167391 70160 48380 8260 17271 36240 32723 5140 3517 110167 73973 1278355 1340388 56398 85914 108795 73248 165193 159162 X 459675 462334 653487 718892 1113162 1181226 1278355 1340388 68064 0 X 0 1 X 1 0 X 1275023 1214779 572883 577934 840076 4480695 1275023 1214779 572883 577934 840076 4480695 647586 3833109 2050 2223 6946 22231 24755 58205 4538900 1188380 0.84450 0.83070 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5512 5512 0 22794 19277 3517 7934 7934 0 3517 OPERATING LEASE RIGHT-OF-USE ASSET 65533 FINANCE LEASE RIGHT-OF-USE ASSET 8440 73973 OPERATING LEASE LIABILITY 64412 FINANCE LEASE LIABILITY 8836 73248 1281556 31711 31711 1249845 -58095 -58095 1191750 1213492 31711 73920 105631 1107861 15825 15825 1123686 PART XI, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATIONS 15,825. DIRECT FUNDRAISING EXPENSES INCLUDED ON PART VIII LINE 8B -73,920. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES INCLUDED ON PART VIII LINE 8B 73,920. PART XII, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATIONS 15,825. LUS 55774 2294 53480 1500 7556 350 25272 RAINBOWS 53393 200 53193 2500 19939 16803 109167 2494 106673 4000 27495 350 42075 73920 32753 1 CATHOLIC CHARITIES OF THE ARCHDIOCESE OF MILWAUKEE INC 3501 S LAKE DR MILWAUKEE WI 532350900 390806321 501(C)(3) 7280 0 (DD)(G) - BEHAVIORAL HEALTH AND COUNSELING SERVICES PROGRAM KENOSHA LITERACY COUNCIL INC 2419 63RD ST KENOSHA WI 531434331 391601969 501(C)(3) 19130 0 (DD)(G) - LITERACY FOR LIFE PROGRAM SHALOM CENTER OF INTERFAITH HUMAN CONCERNS NETWORK OF KENOSHA COUNTY INC 4314 39TH AVE KENOSHA WI 531441962 391480124 501(C)(3) 17000 0 (DD)(G) - HOMELESS SHELTER PROGRAM WOMEN AND CHILDREN'S HORIZONS INC 2525 63RD ST KENOSHA WI 531434333 391278299 501(C)(3) 17650 0 (DD)(G) - CHILDREN'S SERVICES & LEGAL ADVOCACY PROGRAMS KENOSHA YMCA 7101 53RD ST KENOSHA WI 531447848 390826296 501(C)(3) 13270 0 (DD)(G) - ABILITIES IN MOTION ADAPTIVE SPORTS PROGRAMS SHARING CENTER INC 25700 WILMOT RD TREVOR WI 531799215 391502706 501(C)(3) 10500 0 (DD)(G) - NUTRITION PROGRAM HOPE COUNCIL ON ALCOHOL AND OTHER DRUG ABUSE 6103 39TH AVE KENOSHA WI 53142 391098683 501(C)(3) 8270 0 (DD)(G) - PARENTING TIME/ SUPERVISED VISITATION KENOSHA AREA FAMILY AND AGING SERVICES INC 7730 SHERIDAN RD KENOSHA WI 531434331 391132382 501(C)(3) 37740 0 (DD)(G) - MEALS ON WHEELS PROGRAM BOYS AND GIRLS CLUB KENOSHA 1130 52ND ST KENOSHA WI 531403715 391732935 501(C)(3) 6225 0 (DD)(G) - YOUTH EMPOWERMENT 9 0 PART I, LINE 2: UNDER THE COMMUNITY IMPACT MODEL, PROGRAMS SEEKING FUNDING MUST SUPPORT UNITED WAY OF KENOSHA COUNTY'S (UWKC) OBJECTIVES AND OUTCOMES WITHIN ONE OF THE FOUR FOCUS AREAS: EDUCATION, HEALTH, FINANCIAL STABILITY, AND BASIC NEEDS; PARTICIPATE IN A SITE VISIT; COMPLETE A MID-YEAR AND YEAR-END REPORT ON PROGRAM RESULTS THROUGH OUTCOME-BASED MEASUREMENT; AND ADDRESS AN IDENTIFIED PRIORITY NEED OR ISSUE IN THE COMMUNITY. AGENCIES THAT WISH TO APPLY FOR PROGRAM FUNDING THROUGH UWKC WILL BE EXPECTED TO SUBMIT ALL REQUIRED DOCUMENTATION. ALL PROGRAMS RECEIVING FUNDING FROM UWKC ARE EXPECTED TO ABIDE BY THE SAME REQUIREMENTS AND SIGN A PARTNER PROVIDER STATEMENT OF AGREEMENT. FOR FUNDING CONSIDERATION, AS A FIRST STEP, THE FOLLOWING MUST BE MET: AGENCY CRITERIA - AN AGENCY MUST BE AN IRS-CERTIFIED 501(C)(3) HEALTH AND HUMAN SERVICE PROVIDER AND A STATE-LICENSED ORGANIZATION THAT SERVES PEOPLE OF KENOSHA COUNTY IN WISCONSIN. - AN AGENCY MUST HAVE WRITTEN BY-LAWS AND A COMMUNITY-BASED BOARD OF DIRECTORS, OR LOCAL ADVISORY COMMITTEE OF AT LEAST FIVE MEMBERS OR MORE THAT MEETS AT LEAST QUARTERLY. - AN AGENCY MUST COMPLY WITH AUDIT REQUIREMENTS STATED IN UWKC POLICIES. - THE FOLLOWING DOCUMENTATION IS REQUIRED AND MUST BE ON FILE WITH UWKC: - AGENCY CONSTITUTION OR BY-LAWS - ARTICLES OF INCORPORATION - ANTI-TERRORIST COMPLIANCE MEASURES FORM - COPY OF IRS DETERMINATION LETTER - COPY OF "CHARITABLE ORGANIZATION LICENSE - MOST CURRENT IRS FORM 990 - COPY OF MOST RECENT AUDIT - OPERATION BUDGET FOR THE MOST CURRENT FISCAL YEAR - AGENCY BOARD-APPROVED POLICIES FOR EQUAL OPPORTUNITY - CURRENT LIST OF THE BOARD OF DIRECTORS PROGRAM CRITERIA - THE PROGRAM'S ABILITY TO MEET CRITICAL COMMUNITY NEEDS IN EDUCATION, INCOME, HEALTH, AND BASIC NEEDS AS IDENTIFIED BY UWKC. - THE PROGRAM OUTCOMES AND OBJECTIVES MUST ALIGN WITH THE UWKC FOCUS AREA OUTCOMES AND OBJECTIVES. - THE SUCCESS OF THE PROGRAM IN ACHIEVING ITS OUTCOME(S) AND INDICATOR(S) RELATED TO UWKC TARGET OUTCOMES. - THE ABILITY OF PARTNER PROVIDER REPRESENTATIVES TO CLEARLY COMMUNICATE PROGRAM RESULTS. - THE INTEGRITY OF THE PARTNER PROVIDER'S FINANCIAL MANAGEMENT. REPORTING REQUIREMENTS: (THE FOLLOWING REPORTING REQUIREMENTS MUST BE FOLLOWED IN ORDER TO RECEIVE FUNDING. NON-COMPLIANCE MAY RESULT IN FUNDS BEING WITHHELD AND STATEMENT OF AGREEMENT TERMINATED): A. THE PARTNER PROVIDER AGREES TO PROVIDE REQUIRED MID-YEAR AND YEAR-END PROGRAM REPORTS PERTAINING TO THE PROVISION OF SERVICES, CLIENT DEMOGRAPHICS, OUTCOMES AND ALL OTHER REQUIRED INFORMATION. THESE REPORTS WILL BE DUE ANNUALLY ON FEBRUARY 1ST AND AUGUST 1ST. B. THE PARTNER PROVIDER FURTHER AGREES TO ADDRESS ANY CONCERNS AND MEET ANY CONDITIONS OF FUNDING SET FORTH BY UNITED WAY BY THE REQUIRED TIMELINES. C. THE PARTNER PROVIDER OR FISCAL AGENT MUST HAVE AN AUDIT COMPLETED ANNUALLY BY A CERTIFIED PUBLIC ACCOUNTANT. (A FINANCIAL REVIEW MAY BE ACCEPTED IN LIEU OF AN AUDIT ONLY WITH PRIOR APPROVAL GRANTED BY THE COMMUNITY INVESTMENT COMMITTEE.) THE AUDIT WITH THE MANAGEMENT LETTER MUST BE SUBMITTED TO UWKC NO MORE THAN SIX MONTHS AFTER THE CLOSE OF THE AGENCY'S FISCAL YEAR. IF NO MANAGEMENT LETTER IS INCLUDED IN THE AUDIT, THE PARTNER PROVIDER'S BOARD OFFICER OR AUDITOR MUST NOTIFY UNITED WAY IN WRITING THAT NO LETTER WAS INCLUDED. UWKC RESERVES THE RIGHT UNDER SPECIAL CIRCUMSTANCES TO REQUIRE A FULL DISCLOSURE AUDIT. D. AT THE TIME OF APPLYING, THE PARTNER PROVIDER SHALL PRESENT A PROGRAM BUDGET THAT HAS BEEN PREPARED AND APPROVED BY ITS BOARD OF DIRECTORS OR GOVERNING BODY. A REVISED PROGRAM BUDGET SUMMARY FORM AND BUDGET NARRATIVE MUST BE COMPLETED IF FUNDED LEVEL IS DIFFERENT THAN THE AMOUNT REQUESTED IN THE FUNDING APPLICATION. E. THE PARTNER PROVIDER SHALL OBTAIN PRIOR APPROVAL FROM UWKC FOR SIGNIFICANT CHANGES IN PROGRAM DIRECTION, LEVELS OF SERVICE AND CLIENT GROUPS FOR PROGRAMS RECEIVING UWKC SUPPORT. FAILURE TO DO SO MAY RESULT IN IMMEDIATE LOSS OF FUNDING. PART II, LINE 1, COLUMN (H): (DD) - DONOR DESIGNATED PLEDGES REPORTED IN COLUMN (H) ARE UNRESTRICTED GRANTS MADE TO AN AGENCY AT THE DIRECTION OF THE DONOR(S) IN SUPPORT OF GENERAL OPERATING COSTS. (G) - UWKC GRANT FUNDING. PART II: GRANTS AND OTHER ASSISTANCE TO GOVERNMENTS AND ORGANIZATIONS $5,000 OR LESS AND THEREFORE NOT REPORTED SEPARATELY ON SCHEDULE I, PART II WERE $56,756 CASH GRANTS. FORM 990, PART III: FINANCIAL STABILITY HELPING FAMILIES SAVE FOR THEIR FUTURE GOALS: INDIVIDUALS IMPROVE LIVING AND EMPLOYABILITY SKILLS INDIVIDUALS DEMONSTRATE MANAGEMENT AND ACQUISITION OF ASSETS APPROXIMATELY 42 PERCENT OF WORKING AMERICANS DO NOT EARN ENOUGH MONEY TO MEET THEIR BASIC NEEDS. WAGES HAVE NOT KEPT PACE WITH THE RISING COST OF HOUSING, HEALTHCARE, AND EDUCATION. IN KENOSHA COUNTY, APPROXIMATELY 12 THOUSAND CHILDREN LIVE IN FAMILIES WHO DO NOT EARN ENOUGH MONEY TO MEET THEIR BASIC NEEDS THAT IS ABOUT 30% OF OUR COMMUNITY'S CHILDREN! FOR FAMILIES WALKING A FINANCIAL TIGHTROPE, AND UNABLE TO SAVE FOR COLLEGE, A HOME, OR RETIREMENT, UWKC IS HERE TO HELP. UWKC WORKS TO ACHIEVE INCOME GOALS BY LEADING THE FOLLOWING COMMUNITY INITIATIVES: VOLUNTEER INCOME TAX ASSISTANCE PROGRAM (VITA) IN AN EFFORT TO PROMOTE FINANCIAL STABILITY AND ASSET BUILDING IN OUR COMMUNITY, THE KENOSHA VITA COALITION (UWKC, THE KENOSHA COUNTY JOB CENTER, GATEWAY TECHNICAL COLLEGE, CARTHAGE COLLEGE AND THE IRS) TOGETHER WITH IRS-CERTIFIED VOLUNTEERS PROVIDE FREE INCOME TAX PREPARATION ASSISTANCE TO LOW-TO-MODERATE INCOME FAMILIES. PROGRAM GOALS: 1. HELP LOW-TO-MODERATE INCOME FAMILIES (UP TO $67,000) WITH TAX PREPARATION. TAXPAYERS RECEIVE ASSISTANCE WITH RECEIVING TAX CREDITS SUCH AS THE EARNED INCOME TAX CREDIT (EITC), WHICH IS A COMMONLY OVERLOOKED CREDIT THAT MAY ADD MORE THAN A MONTH'S WORTH OF SALARY TO THE INDIVIDUAL OR FAMILY'S ANNUAL INCOME. 2. PROVIDE FINANCIAL LITERACY EDUCATION TO KENOSHA COUNTY RESIDENTS TO PROMOTE SELF-SUFFICIENCY THROUGH WEALTH BUILDING AND DEBT-REDUCTION OUTREACH PROGRAMS FOR THOSE OUTSIDE THE FINANCIAL MAINSTREAM. ASSETS GIVE PEOPLE A STAKE IN THEIR FUTURE AND IN THEIR COMMUNITY. IN THE 2025 TAX SEASON THE KENOSHA COUNTY VITA PROGRAM ENGAGED 50 VOLUNTEER TAX PREPARERS, HELPED 796 RESIDENTS FILE TAX RETURNS AND OBTAIN OVER $1.21 MILLION IN REFUNDS. SINCE THE PROGRAM'S INCEPTION IN 2009, MORE THAN $23 MILLION IN TAX RETURNS HAVE BEEN BROUGHT BACK INTO KENOSHA AND INTO THE HANDS OF THOSE WHO NEED IT THE MOST. FINANCIAL EDUCATION NETWORK SINCE 2013, THE FINANCIAL EDUCATION NETWORK (FEN), A UWKC-LED INITIATIVE HAS PROMOTED A MORE FINANCIALLY STABLE KENOSHA COUNTY THROUGH COLLABORATION ACROSS THE NON-PROFIT, BUSINESS, HEALTH, EDUCATION, GOVERNMENT AND FAITH-BASED SECTORS; THE FEN HOPES TO CREATE A ONE-STOP-SHOP FOR KENOSHA COUNTY RESIDENTS TO ACCESS RESOURCES ON FINANCIAL EDUCATION. CURRENTLY MORE THAN 30 ORGANIZATIONS, REPRESENTING A VARIETY OF SECTORS, ARE INVOLVED IN THE NETWORK. ADDITIONALLY, THROUGH A VOLUNTEER-LED REVIEW PROCESS, UWKC INVESTS IN PROGRAMS SUCH AS: SHALOM CENTER HOMELESS SHELTER PROGRAMS ASSET BUILDERS OF AMERICA KENOSHA YOUTH POWER ACADEMY OF FINANCE KENOSHA VOCATIONAL MINISTRY FORM 990, PART VI, SECTION A, LINE 6 EVERY INVIDIVIAL LIVING IN, OR FIRM OR CORPORATION AS ESTABLISHED BY THE STATE OF WISCONSIN DOING BUSINESS IN, THE CITY OR COUNTY OF KENOSHA WHO IS A CONTRIBUTOR OF MONIES, GOODS OR SERVICES TO THIS CORPORATION AND THE SPOUSE OF SUCH PERSON, SHALL BE DESIGNATED AS A MEMBER OF THE CORPORATION FOR A PERIOD OF ONE YEAR FOLLOWING THAT CONTRIBUTION, PROVIDING THAT SUBSCRIPTION IS NOT IN DEFAULT. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS OF THE ORGANIZATION HAVE THE RIGHT TO ELECT THE MEMBERS OF THE GOVERNING BODY AT THE ORGANIZATION'S ANNUAL MEETING. FORM 990, PART VI, SECTION B, LINE 11B THE PREPARED FORM 990 IS REVIEWED BY THE DIRECTOR OF FINANCE, CHIEF EXECUTIVE OFFICER, AUDIT COMMITTEE, AND THE GOVERNING BODY BEFORE THE RETURN IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY ALL DIRECTORS AND OFFICERS COMPLETE AND SIGN A STATEMENT THAT PROVIDES INFORMATION REGARDING THEIR INTERESTS AND THOSE OF THEIR FAMILY MEMBERS THAT COULD GIVE RISE TO CONFLICTS. THE MEMBERS OF THE GOVERNING BODY 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 MEMBERS OF THE CEO SEARCH COMMITTEE DETERMINED THE CHIEF EXECUTIVE OFFICER'S COMPENSATION USING DATA ON COMPENSATION PAID BY COMPARABLE ORGANIZATIONS IN SIMILAR COMMUNITIES FOR SIMILAR SERVICES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC UPON REQUEST. THE ORGANIZATION'S AUDITED FINANCIAL STATEMENTS AND IRS FORM 990 ARE AVAILABLE TO THE PUBLIC ON THE ORGANIZATION'S WEBSITE AND UPON REQUEST. FORM 990, PART IX: 2024 OVERHEAD CALCULATION: ($127,960+$56,349)/$1,123,686 = 16.40% OVERHEAD RATIO CALCULATION FORM 990, PART IX, LINE 25, COLUMN (C) (MANAGEMENT AND GENERAL EXPENSES)+COLUMN (D) (FUNDRAISING EXPENSES)/FORM 990, PART VIII, LINE 12, COLUMN (A) (TOTAL REVENUE) NOTE: OVERHEAD CALCULATION WAS TAKEN FROM "IMPLEMENTATION STANDARDS FOR MEMBERSHIP REQUIREMENT A: TAX EXEMPT STATUS AND IRS FORM 990 REPORTING REQUIREMENTS" DATED SEPTEMBER 2008, REVISED MAY 2011 AND ISSUED BY UNITED WAY WORLDWIDE.