2025-06-10T12:57:00-05:00 2024-12-31 390912608 HAWKINS ASH CPAS LLP ONE EAST WALDO BOULEVARD SUITE 5 MANITOWOC WI 542202912 990 2024-01-01 391212595 UNITED WAY OF SOUTH WOOD & ADAMS COUNTIES INC UNIT 7154210390 351 OAK STREET WISCONSIN RAPIDS WI 54494 TARI JAHNS CHIEF EXECUTIVE OFFICER 7154210390 2025-05-26 1 1 MATT D NEU P01273729 9206847128 2025-05-26 2024 2025-03-06 01:10:19Z TARI JAHNS 351 OAK STREET WISCONSIN RAPIDS WI 54494 2804293 0 X WWW.UWSWAC.ORG X 1942 WI UNITED WE CHANGE AND STRENGTHEN LIVES BY INVESTING IN OUR COMMUNITY. 19 19 7 100 0 0 1127066 1385344 64934 49316 92451 240352 49227 7416 1333678 1682428 392500 388025 0 0 324164 337360 0 0 94524 162138 179969 878802 905354 454876 777074 6058858 6886401 19115 33012 6039743 6853389 X THE MISSION OF THE UNITED WAY OF SOUTH WOOD & ADAMS COUNTIES, INC. IS: UNITED WE CHANGE AND STRENGHTEN LIVES BY INVESTING IN OUR COMMUNITY. 0 0 541032 388025 49316 ALLOCATIONS TO PARTNER PROGRAMS FOCUSED ON OUR STRATEGY AREAS OF: EDUCATION, INCOME, HEALTH AND SAFETY NET SERVICES. IN 2024 COMMUNITY INVESTMENT FUNDS WERE ALLOCATED IN THE FOLLOWING AREAS: GRANTS FOR EDUCATION - UNITED WAY OF SOUTH WOOD AND ADAMS COUNTIES MADE GRANTS TO 7 PROGRAMS WHICH DIRECTLY INFLUENCE YOUTH WITHIN OUR SERVICE AREA. THESE PROGRAMS PROVIDED SERVICE TO OVER 1,900 OF OUR YOUTH.THE PRIORITIES FOR FUNDING IN THIS AREA: EARLY YEARS AND YOUTH SUCCESS. GRANTS FOR INCOME - UNITED WAY OF SOUTH WOOD AND ADAMS COUNTIES MADE GRANTS TO 1 PROGRAM WHICH DIRECTLY INFLUENCE THE PRIORITY AREA OF FINANCIAL STABILITY. THROUGH THIS PROGRAM, 5 FAMILIES WERE SERVED. GRANTS FOR HEALTH - UNITED WAY OF SOUTH WOOD AND ADAMS COUNTIES MADE GRANTS TO 12 PROGRAMS, WHICH SUPPORT THE PRIORITY OF SUPPORTIVE COMMUNITY HEALTH SERVICES IN OUR SERVICE AREA. THROUGH THESE PROGRAMS OVER 4,000 PEOPLE RECEIVED A VARIETY OF SERVICES. GRANTS FOR SAFETY NET SERVICES - UNITED WAY OF SOUTH WOOD AND ADAMS COUNTIES MADE GRANTS TO 8 PROGRAMS WHICH HELP PEOPLE WITH THEIR BASIC NEEDS. THESE PROGRAMS PROVIDED SERVICE TO OVER 39,000 PEOPLE. THE PRIORITIES FOR FUNDING IN THIS AREA ARE EMERGENCY SHELTER AND FOOD.UNITED WAY OF SOUTH WOOD AND ADAMS COUNTIES WOMEN UNITED IS FOCUSED ON LITERACY. THE TWO MAIN INITIATIVES WERE: (1) LEARNING FOR LIFE OUR READING MENTOR PROGRAM IN 4 LOCAL ELEMENTARY SCHOOLS AND DOLLY PARTON'S IMAGINATION LIBRARY BOOK DELIVERY PROGRAM FOR BIRTH TO AGE 5. (2) COMMUNITY COALITIONS: WE CONVENE OR PARTICIPATE IN A COMMUNITY COALITION FOR EACH OF OUR STRATEGY AREAS: SOUTH WOOD COUNTY HUNGER COALITION, HOMELESSNESS COALITION, EARLY YEARS COALITION, YOUTH SUCCESS COALITION, FINANCIAL STABILITY COALITION AND SUPPORTIVE COMMUNITY HEALTH SERVICES ROUNDTABLE.OTHER INITIATIVES INCLUDE: - VOLUNTEERISM - 450 VOLUNTEERS RAKED 85 YARDS FOR LOCAL ELDERLY/DISABLED DURING THE DAY OF CARING. - THE GREAT BOOK GIVEAWAY - SUMMER READING PROGRAM AND BOOK GIVEAWAY. - THE FINANCE & INVESTMENT CHALLENGE BOWL WITH 95 HIGH SCHOOL STUDENTS PARTICIPATING. - SINGLECARE PRESCRIPTION DISCOUNT CARD, ENTOUCH WIRELESS, STUFF THE BUS SCHOOL SUPPLY DRIVE AND DISTRIBUTION WHERE 946 STUDENTS WERE SERVED. 131881 UNITED WAY'S 2-1-1 PROVIDES INFORMATION, RESOURCES AND REFERRALS TO INDIVIDUALS 24/7 THROUGHOUT 13 COUNTIES IN CENTRAL AND NORTHERN WISCONSIN. CALLERS ARE REFERRED TO PROGRAMS, WHICH CAN HELP THEM IN THEIR RESPECTIVE COMMUNITIES. IN 2024, 5,110 CALLS WERE HANDLED. THE TOP NEEDS WERE FOR HOUSING & SHELTER, MENTAL HEALTH & ADDICTION, AND EMPLOYMENT & INCOME. 28888 UNITED WAY OF SOUTH WOOD & ADAMS COUNTIES WOMEN UNITED (WU) THE MEMBERSHIP IS MADE UP OF WOMEN WHO CARE ABOUT THE COMMUNITY AND ARE WILLING TO INVEST ADDITIONAL FUNDS, OUTSIDE OF THE CAMPAIGN, WITH A PRIORITY ON LITERACY. THE MEMBERSHIP DETERMINES HOW FUNDS ARE ALLOCATED TO PROGRAMS WHICH FIT THE MISSION OF UNITED WAY OF SOUTH WOOD & ADAMS COUNTIES. THE FOCUS OF WU IS LEARNING FOR LIFE - LITERACY, WHICH INCLUDES A READING MENTOR PROGRAM WORKING WITH STUDENTS IN KINDERGARTEN THROUGH THIRD GRADE AND IMAGINATION LIBRARY BOOK GIFTING PROGRAM AND CLASSROOM GRANTS. 701801 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 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 5 0 1 7 1 0 0 0 0 0 0 0 0 0 0 0 0 X 19 19 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 WI X X TARI JAHNS 7154210390 351 OAK STREET WISCONSIN RAPIDS WI 54494 BRIAN DEWITT VICE PRESIDENT 2.00 X X 0 0 0 BRIAN HANSON DIRECTOR 0.50 X 0 0 0 BRIAN SLINKMAN DIRECTOR 0.50 X 0 0 0 DALE BIKOWSKI PRESIDENT 2.00 X X 0 0 0 DARYL CASTONA DIRECTOR 0.50 X 0 0 0 DAVE ORCUTT DIRECTOR 0.50 X 0 0 0 EMILY WEILER DIRECTOR 0.50 X 0 0 0 GREG HARTJES DIRECTOR 0.50 X 0 0 0 HEATHER GEHRT SECRETARY 2.00 X X 0 0 0 JADA MCDOUGALL DIRECTOR 0.50 X 0 0 0 JASON DEITZ DIRECTOR 0.50 X 0 0 0 JESSICA FOX DIRECTOR 0.50 X 0 0 0 JULANNE RANEK-STOLTZ DIRECTOR 0.50 X 0 0 0 JUSTIN HUEBNER DIRECTOR 0.50 X 0 0 0 NATHAN QUINNELL TREASURER 2.00 X X 0 0 0 RON RASMUSSEN DIRECTOR 0.50 X 0 0 0 SHALINA WOLLSCHLAGER DIRECTOR 0.50 X 0 0 0 SHAWN JOHNSTON DIRECTOR 0.50 X 0 0 0 SHELLY MONDEIK DIRECTOR 0.50 X 0 0 0 TARI JAHNS CHIEF EXECUTIVE OFFICER 40.00 X 93600 0 13767 93600 0 13767 0 0 0 0 0 12305 8800 1364239 1385344 FIRST CALL REVENUE 624200 49316 49316 49316 210532 210532 1143502 1113682 29820 29820 29820 10992 8800 8183 2809 2809 MISCELLANEOUS 900099 4607 4607 4607 1682428 49316 0 247768 388025 388025 93600 28080 32760 32760 183416 141265 18395 23756 36518 29633 2295 4590 2634 1883 250 501 21192 17416 1259 2517 12068 1255 10671 142 28185 28185 42438 28648 1950 11840 20121 17514 652 1955 5610 2243 842 2525 3477 2479 307 691 12001 10301 523 1177 7102 7102 8412 4689 931 2792 2799 1119 420 1260 AWARDS 28119 19924 177 8018 UNCOLLECTIBLE PLEDGES 8169 8169 MEMBERSHIP DUES 1468 225 1243 905354 701801 109029 94524 123204 131518 987173 993863 211293 450471 41730 52936 1235 1346 179162 103943 78531 75219 3088474 3618865 1527218 1562183 6058858 6886401 19115 33012 19115 33012 X 2255420 2338947 3784323 4514442 6039743 6853389 6058858 6886401 777074 36572 0 X X 0 1 X 1 0 X 583822 583297 608446 1127066 1385344 4287975 583822 583297 608446 1127066 1385344 4287975 1073325 3214650 86006 60962 77960 74444 210532 509904 85689 40510 57272 49227 4607 237305 5035184 314407 0.63840 0.74770 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3118435 500750 154390 94139 28678 3650758 2514408 500000 179730 52623 23080 3118435 2771893 12080 -207812 38817 22936 2514408 2744662 250 85257 34159 24117 2771893 2642701 168985 43608 23416 2744662 0.39838 0.60162 0 0 18575 18575 94091 64652 29439 66496 39291 27205 75219 BENEFICIAL INTEREST COMMUNITY FUND 31893 F BENEFICIAL INTEREST IN CHARITABLE TRUST 1530290 F 1562183 X 1693829 36572 3000 8183 47755 1646074 28185 8169 36354 1682428 880183 3000 8183 11183 869000 28185 8169 36354 905354 PART V, LINE 4: THE INTENDED USE OF THE ENDOWMENT FUNDS ARE TO SUPPORT COMMUNITY NEEDS AND ORGANIZATIONAL SUPPORT EXPENSES, WHILE HONORING DONOR RESTRICTIONS, IF ANY, CONSISTENT WITH THE UNITED WAY TAX EXEMPT PURPOSE. PART X, LINE 2: U.S. GAAP REQUIRES MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY A TAX AUTHORITY. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ORGANIZATION AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2024, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE ORGANIZATION WILL RECOGNIZE FUTURE ACCRUED INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS IN INCOME TAX EXPENSE IF INCURRED. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES REPORTED WITH REVENUES PART XI, LINE 4B - OTHER ADJUSTMENTS: UNCOLLECTIBLE PLEDGES PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES REPORTED WITH REVENUES PART XII, LINE 4B - OTHER ADJUSTMENTS: UNCOLLECTIBLE PLEDGES POWER OF THE PURSE 17392 6400 10992 3568 4615 1 2400 2400 19792 8800 10992 3568 4615 8183 2809 1 BACK PACK FOR KIDS - NEKOOSA SCHOOL DISTRICT 600 SOUTH SECTION STREET NEKOOSA WI 54457 396003616 501(C)(3) 8000 0 FMV PROGRAM ASSISTANCE BOY SCOUTS 3511 CAMP PHILIPS RD SCHOFIELD WI 54476 221576300 501(C)(3) 25000 0 FMV PROGRAM ASSISTANCE BOYS AND GIRLS CLUB 501 WEST GRAND AVENUE WISCONSIN RAPIDS WI 54494 391745942 501(C)(3) 60000 0 FMV PROGRAM ASSISTANCE CENTRAL WISCONSIN COMMUNITY ACTION COUNCIL PO BOX 430 WISCONSIN DELLS WI 53965 391051779 501(C)(3) 8500 0 FMV PROGRAM ASSISTANCE CHILD CARING INC 850 HWY 153 SUITE F MOSINEE WI 54455 391673784 501(C)(3) 19500 0 FMV PROGRAM ASSISTANCE FAITH IN ACTION 636 SOUTH MAIN STREET SUITE 4 ADAMS WI 53910 743139460 501(C)(3) 13500 0 FMV PROGRAM ASSISTANCE FOCUS 2321 WEST GRAND AVENUE WISCONSIN RAPIDS WI 54495 475327773 501(C)(3) 30625 0 FMV PROGRAM ASSISTANCE GIRL SCOUTS OF NORTHWESTERN GREAT LAKES 4693 NORTH LYNNDALE DRIVE APPLETON WI 54913 391016314 501(C)(3) 10500 0 FMV PROGRAM ASSISTANCE NORTH CENTRAL COMMUNITY ACTION 2111 8TH STREET SOUTH SUITE 102 WISCONSIN RAPIDS WI 54494 391080179 501(C)(3) 51525 0 FMV PROGRAM ASSISTANCE OPPORTUNITY DEVELOPMENT CENTERS INC 1191 HUNTINGTON AVE WISCONSIN RAPIDS WI 54494 391044318 501(C)(3) 10000 0 FMV PROGRAM ASSISTANCE PARK PLACE ADULT DAY CARE 220 3RD AVE S WISCONSIN RAPIDS WI 54495 391533745 501(C)(3) 15000 0 FMV PROGRAM ASSISTANCE THE FAMILY CENTER 25TH ST N WISCONSIN RAPIDS WI 54494 391451595 501(C)(3) 60000 0 FMV PROGRAM ASSISTANCE YMCA 601 W GRAND AVE WISCONSIN RAPIDS WI 54495 390929462 501(C)(3) 54750 0 FMV PROGRAM ASSISTANCE PART I, LINE 2: UNITED WAY OF SOUTH WOOD & ADAMS COUNTIES, INC. VOLUNTEERS WORK HARD TO ENSURE THAT CONTRIBUTIONS GO WHERE THEY ARE NEEDED MOST. THE PROCESS BEGINS WITH VISION COUNCILS ASSESSING THE COMMUNITY NEEDS ANNUALLY TO SEE WHERE THE GAPS IN SERVICE ARE, THEN OUR VOLUNTEER REVIEW PANELS REVIEW PROGRAM APPLICATIONS, ATTEND PRESENATIONS AND MAKE RECOMMENDATIONS ON HOW TO ALLOCATE FUNDS. FUNDING RECOMMENDATIONS ARE MADE TO THE COMMUNITY IMPACT TASK FORCE AND THEN TO THE BOARD OF DIRECTORS. OUTCOMES ARE MEASURED THROUGH A SERIES OF QUARTERLY REPORTS DURING THE GRANT YEAR AS WELL AS VISITS TO THE PROGRAM BY UNITED WAY VOLUNTEERS AND STAFF. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS PRESENTED TO THE BOARD OF DIRECTORS BY THE TREASURER AT A REGULAR MEETING. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD ASKS MEMBERS TO REVIEW THE POLICY AND DISCLOSE AND KNOWN OR POTENTIAL CONFLICTS IN WRITING ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTEE MEETS AND REVIEWS THE COMPARABLE DATA OF SALARY RANGES BASED ON UNITED WAYS OF OUR SIZE AND OF THE REGION, THEY THEN REPORT TO THE BOARD OF DIRECTORS. 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 ON ITS WEBSITE AND UPON REQUEST. FORM 990, PART XII THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.