2025-06-24T08:09:48-05:00 2024-12-31 390912608 HAWKINS ASH CPAS LLP 520 N BROADWAY SUITE 250 GREEN BAY WI 54303 990 2024-01-01 390831152 UNITED WAY OF PORTAGE COUNTY INC UNIT 7153416740 2801 HOOVER ROAD UNIT 2 STEVENS POINT WI 54481 LONDON COOPER PRESIDENT 7153416740 2025-06-23 1 1 BRIANA PETERS CPA P01696400 9203369850 2025-06-23 2024 2025-03-06 01:10:19Z LONDON COOPER 2801 HOOVER ROAD UNIT 2 STEVENS POINT WI 54481 3972130 0 X WWW.UNITEDWAYPOCO.ORG X 1975 WI THE UNITED WAY OF PORTAGE COUNTY BRINGS PEOPLE AND RESOURCES TOGETHER TO ACHIEVE MEASURABLE RESULTS THAT IMPROVE PEOPLE'S LIVES AND STRENGTHEN OUR COMMUNITY. 28 28 13 748 0 0 3390478 3848432 0 0 62116 123204 235 494 3452829 3972130 2353803 2479477 0 0 711976 725438 0 0 501490 567332 731454 3633111 3936369 -180282 35761 8475294 8703138 340727 428598 8134567 8274540 X THE UNITED WAY OF PORTAGE COUNTY BRINGS PEOPLE AND RESOURCES TOGETHER TO ACHIEVE MEASURABLE RESULTS THAT IMPROVE PEOPLE'S LIVES AND STRENGTHEN OUR COMMUNITY. 0 0 2838699 2479477 494 COMMUNITY IMPRACT PROGRAMS: UNITED WAY OF PORTAGE COUNTY WILL FOCUS ON THREE KEY AREAS OF COMMUNITY IMPACT: EDUCATION, FINANCIAL STABILITY AND HEALTH. THE UNITED WAY VISION OF THESE FOCUS AREAS INCLUDE: EDUCATION - FROM PRENATAL THROUGH YOUNG ADULTHOOD, (CRADLE TO CAREER), EDUCATION PROVIDES THE BASIS FOR INDIVIDUAL DEVELOPMENT, ADVANCES AN INCLUSIVE AND CULTURALLY DIVERSE MINDSET, SUPPORTS TRANSITION TO FAMILY-SUSTAINING EMPLOYMENT, AND BUILDS A STRONG COMMUNITY. FINANCIAL STABILITY - FINANCIAL SECURITY AND CAPABILITY IS VITAL TO SUPPORTING INDIVIDUAL AND FAMILY LIFE, MAINTAINING EMPLOYMENT, ACHIEVING CAREER ASPIRATIONS, AND BUILDING ASSETS FOR THE FUTURE. HEALTH - GOOD MENTAL AND PHYSICAL HEALTH IS FUNDAMENTAL TO AN INDIVIDUAL'S CAPACITY TO ENJOY THEIR LIVES, PROVIDE FOR THEIR FAMILIES, CONTRIBUTE TO SOCIETY, AND REALIZE THEIR DREAMS. A HEALTHY COMMUNITY IS BUILT UPON A FOUNDATION OF HEALTH EQUITY THAT FOSTERS SAFE, STABLE, AND NURTURING RELATIONSHIPS FOR ALL COMMUNITY MEMBERS. IN ORDER TO FULFILL THESE VISIONS, UNITED WAY OF PORTAGE COUNTY SUPPORTS 28 LOCAL NONPROFIT ORGANIZATION PROGRAMS AND INITIATIVES, INCLUDING ITS OWN LEARN FOR LIFE PROGRAM. A COLLABORATION BETWEEN UNITED WAY OF PORTAGE COUNTY AND PORTAGE COUNTY SCHOOLS, THE PROGRAM IS DESIGNED TO HELP INCREASE READING ACHIEVEMENT IN THE COMMUNITY. IN ADDITION, UNITED WAY OF PORTAGE COUNTY SUPPORTS THREE INVESTMENT TEAMS THAT IDENTIFY SPECIFIC PRIORITIES IN EACH AREA AND DEVISE STRATEGIES TO AFFECT COMMUNITY CHANGE. INCLUDED IN COMMUNITY IMPACT IS THE UNITED WAY OF PORTAGE COUNTY'S IN-A-FIX AND DIAPER DRIVE PROGRAMS. THE IN-A-FIX PROGRAM PROVIDES MONETARY ASSISTANCE FOR CAR REPAIRS AND/OR TIRE REPAIR AND REPLACEMENT FOR INCOME ELIGIBLE INDIVIDUALS WHO ARE EMPLOYED AND LIVING IN PORTAGE COUNTY. ASSISTANCE IS LIMITED TO $500 PER CALENDAR YEAR WHILE FUNDS LAST. THE DIAPER DRIVE PROGRAM FILLS A NEED MANY LOCAL AGENCIES IDENTIFIED AS A TOP ISSUE FACING STRUGGLING FAMILIES-NOT BEING ABLE TO PROVIDE THEIR CHILDREN WITH DIAPERS. THIS CAN OFTEN RESULT IN HEALTH ISSUES FOR INFANTS AND TODDLERS WHOSE DIAPERS ARE NOT CHANGED AS FREQUENTLY AS THEY SHOULD. 169435 VOLUNTEER CENTER: UNITED WAY OF PORTAGE COUNTY'S VOLUNTEER CENTER MATCHES PEOPLE TO VOLUNTEER OPPORTUNITIES, PROVIDING MORE THAN $50,000 WORTH OF VOLUNTEER SERVICE. THROUGH ITS VOLUNTEERSROCK.ORG WEBSITE, THE VOLUNTEER CENTER CONNECTED PEOPLE TO HUNDREDS OF LOCAL VOLUNTEER OPPORTUNITIES, INCLUDING THOSE WITH PROJECT FRESH START AND MAKE A DIFFERENCE DAY. RESEARCH SHOWS THAT WHEN MORE PEOPLE VOLUNTEER, THE BENEFITS AND IMPACT ON THE COMMUNITY ARE MEASUREABLE. IN 2024, THE VOLUNTEER CENTER CONTINUES TO OFFER STRATEGIC VOLUNTEER OPPORTUNITIES AT AREA EMPLOYER BUSINESSES. THE VOLUNTEER CENTER WORKS WITH LOCAL BUSINESSES TO HELP THEM PROMOTE EMPLOYEES USING THEIR VOLUNTEER TIME OFF. 64052 LEARN FOR LIFE: IN THIS PROGRAM, UNITED WAYS MATCHES TRAINED VOLUNTEER TUTORS WITH THIRD GRADE STUDENTS IN NEED OF HELP WITH THEIR READING SKILLS. THEY WORK TOGETHER ON THE STUDENT'S READING PROFICIENCY FOR A MINIMUM OF 30 MINUTES PER WEEK DURING THE SCHOOL YEAR. THE PROGRAM IS IN PLACE IN NEARLY ALL PORTAGE COUNTY SCHOOLS. DURING THE SUMMER SCHOOL SESSION IN THE STEVENS POINT SCHOOL DISTRICT, STUDENTS GOING INTO THIRD GRADE AND STUDENTS GOING INTO FOURTH GRADE WHO NEED HELP WITH THEIR READING PROFICIENCY ARE SERVED IN THE PROGRAM FOR THE DURATION OF THE SIX WEEK SUMMER SCHOOL SESSION. THE PROGRAM PUTS UNITED WAY ONE STEP CLOSER TO ITS GOAL OF HELPING CHILDREN SUCCEED. 5860 2-1-1 PROGRAM: BY PROVIDING ONE CENTRAL EASY-TO-REMEMBER PHONE NUMBER (2-1-1), UNITED WAY'S 2-1-1 PROGRAM CONNECTS INDIVIDUALS WITH THE MOST APPROPRIATE COMMUNITY-BASED HEALTH AND HUMAN SERVICE RESOURCES FOR THEIR SPECIFIC SITUATIONS. THESE INDIVIDUALS ARE OFTEN UNAWARE OF THESE PROGRAMS, SO BY ASKING QUESTIONS THAT ARISE IN EVERYDAY SITUATIONS OR DURING HARD TIMES, THEY CAN BECOME CONNECTED TO ANY OF THE MORE THAN 600 PROGRAMS LISTEDIN THE PORTAGE COUNTY 2-1-1 DIRECTORY. AVAILABLE 24 HOURS A DAY, SEVEN DAYS A WEEK, THIS FREE AND CONFIDENTIAL SERVICE IS AVAILABLE TO ALL PORTAGE COUNTY RESIDENTS. IN ADDITION, THE SERVICE HELPS REDUCE MISDIRECTED CALLS TO OTHER ORGANIZATIONS SUCH AS HEALTH AND HUMAN SERVICES, POLICE DEPARTMENT, LIBRARY, AND CITY HALL. BY REDUCING NON-CRISIS CALLS TO POLICE DISPATCH, 2-1-1 HELPS RESERVE THESE RESOURCES FOR EMERGENCY CALLS. 5860 3078046 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 12 0 1 13 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 28 28 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WI X X RACHELLE HANSON 7152542184 2801 HOOVER ROAD UNIT 2 STEVENS POINT WI 54481 JUSTIN ADAMSKI DIRECTOR 1.00 X 0 0 0 CRAIG AITTAMA DIRECTOR 1.00 X 0 0 0 ALEXIS BUSHMAN DIRECTOR 1.00 X 0 0 0 LONDON COOPER VICE PRESIDENT 4.00 X X 0 0 0 PAULA ERICKSON DIRECTOR 1.00 X 0 0 0 WEBSTER FRANCOIS DIRECTOR 1.00 X 0 0 0 VANESSA GARCIA-BORES DIRECTOR 1.00 X 0 0 0 PAUL GWIDT DIRECTOR 1.00 X 0 0 0 ANDREW HALVERSON DIRECTOR 1.00 X 0 0 0 CORY HIRSBRUNNER DIRECTOR 1.00 X 0 0 0 JESSICA HOERTER DIRECTOR 1.00 X 0 0 0 TODD HUSPENI DIRECTOR 1.00 X 0 0 0 PATRICK JOHNSON DIRECTOR 1.00 X 0 0 0 JOE KINSELLA PAST PRESIDENT 4.00 X 0 0 0 STEVE KUNST DIRECTOR 1.00 X X 0 0 0 TERRI MARKI DIRECTOR 1.00 X 0 0 0 JOE MARTINO DIRECTOR 1.00 X 0 0 0 ALEX OKRAY DIRECTOR 1.00 X 0 0 0 MATT PAULUS DIRECTOR 1.00 X 0 0 0 TINA PETERS DIRECTOR 1.00 X 0 0 0 MICHELLE PRZYBYLSKI DIRECTOR 1.00 X 0 0 0 SUZANNE RATHE PRESIDENT 4.00 X X 0 0 0 ROSS RETTLER DIRECTOR 1.00 X 0 0 0 BETH SEKERKA DIRECTOR 1.00 X 0 0 0 STEVEN THOMPSON DIRECTOR 1.00 X 0 0 0 ARIEL WELLING DIRECTOR 1.00 X 0 0 0 SUE WILLE TREASURER 4.00 X X 0 0 0 ELISHA WILLIAMS DIRECTOR 1.00 X 0 0 0 RACHELLE HANSON VICE PRESIDENT OF FINANCE 45.00 X 87632 0 19982 FRED HEBBIEWHITE CEO 45.00 X 115000 0 6968 MAE NACHMAN VICE PRESIDENT OF COMMUNITY IMPACT 45.00 X 87944 0 11855 290576 0 38805 1 0 0 0 0 21364 257621 3569447 118462 3848432 123204 123204 MISCELLANEOUS INCOME 900099 494 494 494 3972130 494 0 123204 2479477 2479477 290576 137394 127882 25300 312195 89263 31435 191497 27483 10334 7264 9885 50260 18899 13284 18077 44924 16892 11874 16158 15539 15539 9928 9928 1939 1939 257497 55484 77400 124613 25933 10451 6872 8610 63018 30269 11990 20759 1907 777 406 724 5896 1428 451 4017 45892 18109 9984 17799 128176 50577 27885 49714 10167 4012 2212 3943 UNITED WAY PROGRAM 123627 123627 EMERGENCY FOOD AND SHEL 24960 24960 EVENT EXPENSES 8636 4180 98 4358 RECOGNITION AND AWARDS 8339 1913 390 6036 3936369 3078046 356833 501490 2002550 1688579 2214752 1934225 1683998 1805375 152718 3031 22730 6260 2266240 513679 1868186 1752561 530360 1513107 8475294 8703138 48783 119745 291944 308853 340727 428598 X 4404477 4179560 3730090 4094980 8134567 8274540 8475294 8703138 35761 104212 0 X X 0 1 X 1 0 X 3888920 4727618 4153530 3390478 3848432 20008978 3888920 4727618 4153530 3390478 3848432 20008978 3628025 16380953 57732 36500 26570 62116 123204 306122 235 494 729 20315829 0.80630 0.75980 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 716907 136476 124120 15736 961767 600942 51067 64898 716907 692519 27804 -119381 600942 563995 44838 83686 692519 351873 196720 48145 563995 0.71245 0.28755 0 0 1870345 236061 1634284 6555 6555 0 364065 245788 118277 25275 25275 0 1752561 DESIGNATIONS TO OTHER UNITED WAYS & AGENCIES 308853 308853 X 4103822 104212 27480 131692 3972130 0 3972130 3963849 27480 27480 3936369 0 3936369 PART V, LINE 4: THE INCOME GENERATED BY THE ENDOWMENT WILL BE USED TO SUPPORT LOCAL NON-PROFIT ORGANIZATION PROGRAMS, COMMUNITY INITIATIVES, AND EMERGING COMMUNITY NEEDS IN THE AREA OF HEALTH AND HUMAN SERVICES. 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 TAXING 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 IN PROGRESS FOR ANY TAX PERIOD. THE ORGANIZATION WILL RECOGNIZE FUTURE ACCRUED INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS IN INCOME TAX EXPENSE IF INCURRED. 1 AGING & DISABILITY RESOURCE CENTER OF PORTAGE COUNTY 1519 WATER STREET STEVENS POINT WI 54481 396005731 501(C)(3) 95917 0 PROVIDE FINANCIAL ASSISTANCE TO THE PROGRAM. BIG BROTHER BIG SISTERS OF CENTRAL WISCONSIN INC 1000A DIVISION STREET STEVENS POINT WI 54481 392039959 501(C)(3) 157749 0 PROVIDE FINANCIAL ASSISTANCE TO THE PROGRAM. BOY SCOUTS OF AMERICA - SOMOSET COUNCIL 3511 CAMP PHILLIPS ROAD WESTON WI 54476 390813397 501(C)(3) 19072 0 PROVIDE FINANCIAL ASSISTANCE TO THE PROGRAM. BOYS & GIRLS CLUB OF PORTAGE COUNTY INC 1007 ELLIS STREET STEVENS POINT WI 54481 731630506 501(C)(3) 221320 0 PROVIDE FINANCIAL ASSISTANCE TO THE PROGRAM. CAP SERVICES INC 5499 HWY 10 E STEVENS POINT WI 54482 391080897 501(C)(3) 399019 0 PROVIDE FINANCIAL ASSISTANCE TO THE PROGRAM. CHILDREN'S HOSPITAL OF WISCONSIN 1466 WATER STREET STEVENS POINT WI 54481 390836380 501(C)(3) 804240 0 PROVIDE FINANCIAL ASSISTANCE TO THE PROGRAM. GIRL SCOUTS OF NORTHWESTERN GREAT LAKES 4693 N LYNDALE APPLETON WI 54913 391016314 501(C)(3) 23825 0 PROVIDE FINANCIAL ASSISTANCE TO THE PROGRAM. MEALS ON WHEELS 41 PARK RIDGE DRIVE SUITE B STEVENS POINT WI 54481 391364268 501(C)(3) 78328 0 PROVIDE FINANCIAL ASSISTANCE TO THE PROGRAM. SALVATION ARMY 1600 BRIGGS STREET STEVENS POINT WI 54481 362167910 501(C)(3) 169951 0 PROVIDE FINANCIAL ASSISTANCE TO THE PROGRAM. UNITED WAY OF MARATHON COUNTY 705 SOUTH 24TH AVENUE WAUSAU WI 54401 390935496 501(C)(3) 47940 0 PROVIDE FINANCIAL ASSISTANCE TO THE PROGRAM. STEVENS POINT AREA YMCA 1000 DIVISION STREET STEVENS POINT WI 54481 391102612 501(C)(3) 281918 0 PROVIDE FINANCIAL ASSISTANCE TO THE PROGRAM. CHILDCARING INC 850 STATE HIGHWAY 153 STE F MOSINEE WI 54455 391673734 501(C)(3) 111984 0 PROVIDE FINANCIAL ASSISTANCE TO THE PROGRAM. ODC 1443 WATER STREET STE 100 STEVENS POINT WI 54481 391044318 501(C)(3) 37014 0 PROVIDE FINANCIAL ASSISTANCE TO THE PROGRAM. UW RIVER FALLS 410 SOUTH 3RD STREET RIVER FALLS WI 54022 391805963 501(C)(3) 16500 0 PROVIDE FINANCIAL ASSISTANCE TO THE PROGRAM. O'CONNOR CONNECTIVERM LLC 355 MAIN AVENUE DE PERE WI 54115 471494921 501(C)(3) 13500 0 PROVIDE FINANCIAL ASSISTANCE TO THE PROGRAM. 16 PART I, LINE 2: ALL RECIPIENTS OF GRANT FUNDS REPORT AT LEAST ANNUAL FINANCIAL STATEMENT FOR THE PROGRAM THAT RECEIVED THE GRANT. IN ADDITION, THEY NEED TO REPORT PROGRAM OUTCOMES, WITH COMPARISON TO PLANNED OUTCOMES. THE GRANT RECIPIENT MUST PROVIDE A DETAIL EXPLANATION OF ITS PROGRAM, INCLUDING SERVICES DELIVERED, A CASE FOR THE NEED FOR THE PROGRAM, SUCCESS STORIES, DEMOGRAPHICS OF THE POPULATION SERVED, SUCH AS GENDER, HOUSEHOLD, RACE, ETC. X 5 56219 FAIR MARKET VALUE X VEHICLE 1 31210 FAIR MARKET VALUE X SCHOOL SUPPLIES 1000 15487 AVERAGE PRICE IN RET X GIFT CARDS 6 6850 COST VALUE X RAFFLE PRIZES 4 5230 COST VALUE X DIAPERS 1 3466 COST VALUE 0 1 0 PART I, COLUMN (B): NUMBER OF DONORS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS GIVEN TO EACH MEMBER OF THE UNITED WAY'S FINANCE COMMITTEE FOR THEIR REVIEW. THE FORM 990 IS THEN SENT TO ALL THE MBMERS OF THE BOARD OF DIRECTORS, WHO THEN AT THE NEXT BOARD MEETING TAKE ACTION TO APPROVE FILING OF THE FORM 990 WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, BOARD MEMBERS, STAFF AND VOLUNTEERS ARE REQUIRED TO SIGN A CONFLICT OF INTEREST POLICY. THE POLICIES ARE REVIEWED BY THE CEO AND THE GOVERNANCE COMMITTEE, AND THEY DECIDE WHETHER A CONFLICT EXISTS THAT REQUIRES FURTHER ACTION. FORM 990, PART VI, SECTION B, LINE 15 THE CEO, NATION, CENTRAL WISCONSIN AND LOCAL SALARY SURVEYS ARE REVIEWED BY THE ORGANIZATION'S HUMAN RESOURCE COMMITTEE. THE COMMITTEE MAKES A RECOMMENDATION TO THE EXECUTIVE COMMITTEE OF THE BOARD FOR THEIR APPROVAL. THE ENTIRE BOARD THEN APPROVES THE BUDGET, ALONG WITH THE REQUIREMENT TO VOTE SEPARATELY ON THE CEO'S SALARY. FOR THE VICE PRESIDENT OF FINANCE, NATIONAL, CENTRAL WISCONSIN, AND LOCAL SALARY SURVEYS ARE REVIEWED BY THE CEO AND THE HUMAN RESOURCE COMMITTEE. THE HUMAN RESOURCE COMMITTEE RECOMMENDS TO THE BOARD OF DIRECTORS AN OVERALL DOLLAR AMOUNT OF THE SALARY INCREASE TO BE DISTRIBUTED TO THE VICE PRESIDENT OF FINANCE AND OTHER STAFF OF THE ORGANIZATION. THE BOARD OF DIRECTORS THEN HAS THE AUTHORITY TO DISTRIBUTE THE OVERALL INCREASE AMONG THE STAFF OF THE ORGANIZATION BASED ON THEIR INDIVIDUAL PERFORMANCES. FORM 990, PART VI, SECTION C, LINE 19 ALL DOCUMENTS ARE AVAILABLE UPON REQUEST. THE MOST RECENT AUDIT AND FORM 990 ARE ALSO AVAILABLE TO VIEW ON THE UNITED WAY OF PORTAGE COUNTY'S WEBSITE. FORM 990, PART XII, LINE 2 NO CHANGE HAS BEEN MADE IN THE FINANCIAL REVIEW PROCESS FROM THE PRIOR YEAR.