2025-02-12T12:39:29-05:00 2024-06-30 273238017 LUCAS GROUP CPAS ADVISORS LLC 1617 TEMPLE LANE ROCKFORD IL 61112 990 2023-07-01 362167843 UNITED WAY OF ROCK RIVER VALLEY UNIT 8159685400 612 N MAIN STREET SUITE 300 ROCKFORD IL 61103 JULIE BOSMA CEO 8159685400 2024-11-12 true false MARK OLSON P00998832 8152359610 2025-02-10 2023 2025-03-06 01:10:19Z JULIE BOSMA 612 N MAIN STREET SUITE 300 ROCKFORD IL 61103 3619821 false X WWW.UNITEDWAYRRV.ORG X 1920 IL UNITING THE COLLECTIVE POWER OF THE COMMUNITY TO IMPROVE LIVES. 12 12 19 583 0 2565062 3430753 0 78480 173409 29943 15659 2673485 3619821 489281 1307283 0 1038071 998600 0 259836 526430 835676 2053782 3141559 619703 478262 8583112 9746473 401211 363223 8181901 9383250 X UNITING THE COLLECTIVE POWER OF THE COMMUNITY TO IMPROVE LIVES. false false 1527500 1527500 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: THROUGH OUR STRONG NEIGHBOORHOOD HOUSES. UNITED WAY SUPPORTS THE WORK OF LOCAL NONPROFITS BY PROVIDING THEM SPACE FOR FREE. THE ORGANIZATIONS WERE STRATEGICALLY CHOSEN TO SERVE THE SURROUNDING COMMUNITY AS A REFLECTION OF NEED IN THAT AREA. FROM DRUG AWARENEXX TO SUICIDE PREVENTION TO HOUSING ACQUISITION SUPPORTS, EACH NONPROFIT SERVES TO ENHANCE AND BUILD UP THE NEIGHBOORHOODS WHERE THE HOUSES EXISTS. IN TWO OF THREE HOUSES, THE LOCAL POLICE DEPARTMENTS HAVE A STRONG PRESENCE, PROVIDING NEIGHBORS SECURITY WHILE BREAKING DOWN THE WALLS OF PREJUDICE ON BOTH SIDES. 7144 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. 1038619 14568 UNITED FOR LITERACY, ONLY 32% OF CHILDREN CAN READ AT GRADE LEVEL BY THE END OF THIRD GRADE. THIS IS A CRISIS THAT ADVERSELY AFFECTS THESE CHILDREN'S ABILITY TO SUCCEED IN SCHOOL, GRADUATE AND LEAD SUCCESSFUL ADULT LIVES. OUR BOLD GOAL THROUGH OUR UNITED FOR LITERACY INITIATIVE IS TO INCREASE OUR COUNTIES CHILDHOOD LITERACY RATE TO 75% BY THE YEAR 2034. WE DO THIS IN THE IMPACT AREAS OF READ ALOUDS, INCREASING PARENT INVOLVEMENT, WIDESPREAD BOOK DISTRIBUTION, INCREASING COMMUNITY AWARENESS ABOUT THE IMPORTANCE OF READING TO CHILDREN AND MORE. THIS PAST YEAR WE REACHED 10,122 CHILDREN, TRAINED 200 NEW VOLUNTEERS, DISTRIBUTED 63,254 BOOKS, PROVIDED FOR 48 LITERACY EVENTS FOR CHILDREN AND 31 FAMILY LITERACY EVENTS AND ENGAGED VOLUNTEERS FOR 16 CLASSROOMS IN THE HARLEM SCHOOL DISTRICT. 2573263 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 true false false false false false false false false true 5 0 true 19 true false false false false false false false false X 12 12 false true false false false false false true true false false true true true true true true true false false IL X X X CAROL BRIGHAM 8159685400 612 N MAIN ST 300 ROCKFORD IL 61103 JULIE BOSMA CEO 40.00 X 136000 0 13613 THERESA MERRIMAN FORMER CFO 40.00 X 99992 0 19044 MARK BALDWIN CHAIR 1.00 X X 0 0 0 TAMARA BUTLER 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 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 X 0 0 0 MARY SIMMONS DIRECTOR 1.00 X 0 0 0 CAROL BRIGHAM CFO 40.00 X 0 0 0 235992 32657 2 false false false 3430753 86944 3430753 173409 173409 MISCELLANEOUS 15659 15659 15659 3619821 15659 173409 1307283 1307283 268649 268649 491326 221605 120089 149632 126290 70895 25061 30334 112335 72684 18392 21259 16500 9570 4950 1980 41250 23925 12375 4950 214634 124488 64390 25756 8374 4857 2512 1005 19315 11202 5795 2318 5504 3193 1651 660 5913 3429 1774 710 12489 7244 3747 1498 INITIATIVES AND EVENTS 267892 267892 IN-KIND EXPENSES 84944 84944 EQUIPMENT REPAIR 58437 33893 17531 7013 UNCOLLECTABLE 34320 19430 10048 4842 66104 38080 20145 7879 3141559 2573263 308460 259836 716993 1159553 442820 398300 37247 33063 127908 100868 31100 27040 6946339 7717829 408613 410688 8583112 9746473 336735 300662 64476 62561 401211 363223 X 5280953 5677563 2900948 3705687 8181901 9383250 8583112 9746473 478262 723087 X false true X true false X 5012524 3055567 2496959 2565062 3430753 16560865 5012524 3055567 2496959 2565062 3430753 16560865 16560865 90119 72604 115385 78480 173409 529997 28943 15660 44603 17135465 45602 0.96650 0.97340 X PART II, LINE 10 44,603 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2499387 314330 123933 18072 2672639 2416413 234030 133768 17287 2499388 2970678 -389405 144546 20314 2416413 2486813 643114 135242 24007 2970678 2507169 108142 110711 17787 2486813 1.00000 true false 127908 100868 27040 27040 ACCRUED EXPENSES 45422 OPERATING LEASE LIABILITY 17139 62561 X 4342908 723087 723087 3619821 3619821 3141559 3141559 3141559 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 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, 2024. true ZION DEVELOPMENT CORPORATION 910 5TH AVE ROCKFORD IL 61104 363229794 113500 DCEO & SNH ROCKFORD PUBLIC LIBRARY 6685 E STATE ST ROCKFORD IL 61108 800626613 62517 DCEO&LITERACY HARLEM SCHOOL DISTRICT 122 8605 N 2ND ST MACHESNEY PARK IL 61115 366005746 33300 LITERACY PATRIOTS GATEWAY COMMUNITY CENTER 615 S 5TH ST ROCKFORD IL 61104 364048431 32799 DCEO DISCOVERY CENTER MUSEUM 711 N MAIN ST ROCKFORD IL 61103 363292135 111795 DCEO&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 59347 LITERACY YWCA OF ROCKFORD 4990 E STATE ST ROCKFORD IL 61108 362174839 95900 LITERACY OTHER 25608 LITERACY & DCEO ROCKFORD UNIVERSITY 5050 EAST STATE ST ROCKFORD IL 61108 362167842 50000 DCEO ANDERSON GARDENS 318 SPRING CREEK ROAD ROCKFORD IL 61107 50000 DCEO TINKER SWISS COTTAGE 411 KENT ST ROCKFORD IL 61102 366110280 15694 DCEO AFRICAN-AMERICAN RESOURCE CENTER 1005 S COURT ST ROCKFORD IL 61102 471392289 25000 DCEO NORTHWEST COMMUNITY CENTER 1325 N JOHNSTON AVE ROCKFORD IL 61101 362588247 50000 DCEO KEN ROCK COMMUNITY CENTER 625 ADAMS ST ROCKFORD IL 61107 362204841 38282 DCEO YMCA OF ROCK RIVER VALLEY 220 EAST STATE STREET SUITE 400 ROCKFORD IL 61104 362174838 128842 DCEO&LITERACY CARPENTERS PLACE 1149 RAILROAD AVE ROCKFORD IL 61104 364352283 50000 DCEO MUSLIM ASSOCIATES OF GREATER ROCKFO 5921 DARLENE DR ROCKFORD IL 61109 363633427 25000 DCEO REMEDIES RENEWING LIVES 220 EASTON PKWY ROCKFORD IL 61108 362464898 30000 DCEO NORTH SUBURBAN LIBRARY DISTRICT 6340 N 2ND ST LOVES PARK IL 61111 363350517 50000 DCEO MIDWAY VILLAGE & MUSEUM CENTER 6799 GUILFORD RD ROCKFORD IL 61107 237237720 47410 DCEO BRIGHTPOINT 424 7TH STREET ROCKFORD IL 61104 362167743 80340 LITERACY TRINITY DAYCARE 215 N 1ST ST ROCKFORD IL 61107 030434862 5468 LITERACY ST MARKS LUTHERAN CHURCH 675 N MULFORD RD ROCKFORD IL 61107 362685011 8000 COMMUNITY ENGAGEMENT WINNEBAGO OFFICE OF EDUCATORS 300 HEART BLVD LOVES PARK IL 61111 364031211 38500 LITERACY SOUTHWEST IDEAS FOR TODAY AND TOMM 1005 S MAIN ST ROCKFORD IL 61101 363743278 24981 DCEO ETHNIC HERITAGE 1129 S MAIN ST ROCKFORD IL 61101 363651979 7000 DCEO X RENT 1 86944 FAIR VALUE false false false 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: THROUGH OUR STRONG NEIGHBOORHOOD HOUSES. UNITED WAY SUPPORTS THE WORK OF LOCAL NONPROFITS BY PROVIDING THEM SPACE FOR FREE. THE ORGANIZATIONS WERE STRATEGICALLY CHOSEN TO SERVE THE SURROUNDING COMMUNITY AS A REFLECTION OF NEED IN THAT AREA. FROM DRUG AWARENEXX TO SUICIDE PREVENTION TO HOUSING ACQUISITION SUPPORTS, EACH NONPROFIT SERVES TO ENHANCE AND BUILD UP THE NEIGHBOORHOODS WHERE THE HOUSES EXISTS. IN TWO OF THREE HOUSES, THE LOCAL POLICE DEPARTMENTS HAVE A STRONG PRESENCE, PROVIDING NEIGHBORS SECURITY WHILE BREAKING DOWN THE WALLS OF PREJUDICE ON BOTH SIDES. 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.