UNITED WAY BLACKHAWK REGION INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- UNITED WAY BLACKHAWK REGION INC (EIN 39-6006734)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-08-28
- IRS object ID
- 202412419349300316
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-08-28T08:46:58-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390974031 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEGNER CPAS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2921 LANDMARK PL STE 300 | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 537134236 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 396006734 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED WAY BLACKHAWK REGION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIT | BusinessNameControlTxt |
| Phone | 6087573040 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5110 S US HWY 51 | AddressLine1Txt |
| City | JANESVILLE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53546 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DENISE PETERS-KAUIHOU | PersonNm |
| Person Title | ACTING PRESIDENT & CEO | PersonTitleTxt |
| Phone | 6087573040 | PhoneNum |
| Signature | 2024-08-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MIKE HABLEWITZ CPA | PreparerPersonNm |
| PTIN | P01259157 | PTIN |
| Phone | 6082744020 | PhoneNum |
| Preparation | 2024-08-27 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | DENISE PETERS-KAUIHOU | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5110 S US HWY 51 | AddressLine1Txt |
| City | JANESVILLE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53546 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,081,145 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | LIVEUNITEDBR.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1944 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | TO BE A COMMUNITY LEADER FOR IDENTIFYING HEALTH AND HUMAN SERVICES PROBLEMS AND FACILITATING PARTNERSHIPS TO ACHIEVE SUSTAINABLE SOLUTIONS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 21 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 21 | VotingMembersIndependentCnt |
| Total Employee | 5 | TotalEmployeeCnt |
| Total Volunteers | 818 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,916,966 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,003,591 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $69,347 | PYInvestmentIncomeAmt |
| CY Investment Income | $54,857 | CYInvestmentIncomeAmt |
| PY Other Revenue | $16,288 | PYOtherRevenueAmt |
| CY Other Revenue | $16,509 | CYOtherRevenueAmt |
| PY Total Revenue | $2,002,601 | PYTotalRevenueAmt |
| CY Total Revenue | $2,074,957 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,551,948 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,519,268 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $388,282 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $433,610 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $273,770 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $235,737 | PYOtherExpensesAmt |
| CY Other Expenses | $275,770 | CYOtherExpensesAmt |
| PY Total Expenses | $2,175,967 | PYTotalExpensesAmt |
| CY Total Expenses | $2,228,648 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$173,366 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$153,691 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $6,380,649 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,540,615 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $229,301 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $90,494 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $6,151,348 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $6,450,121 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | IMPROVING LIVES BY MOBILIZING THE CARING POWER OF COMMUNITIES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $867,284 | ExpenseAmt |
| Grant | $761,898 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | FINANCIAL STABILITY: UNITED WAY BLACKHAWK REGION, INC. (UWBR) IS FOCUSED ON ENSURING INDIVIDUALS AND FAMILIES HAVE THEIR BASIC NEEDS MET AND ACHIEVE AND SUSTAIN SELF-SUFFICIENCY. IN 2023, UWBR ALLOCATED $761,898 TO 13 ORGANIZATIONS WHICH CONNECT PEOPLE WITH CRITICAL RESOURCES FOR EMERGENCY OR BASIC NEEDS; ASSIST IN IDENTIFYING AND OVERCOMING OBSTACLES/BARRIERS TO SELF-SUFFICIENCY; INCREASE ACCESS TO SKILLS TRAINING, EDUCATION AND OTHER SUPPORT SYSTEMS THAT ENABLE PEOPLE TO ACHIEVE SELF-SUFFICIENCY. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $625,578 | ExpenseAmt |
| Grant | $549,994 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | EDUCATION: UWBR ENVISIONS A REGION WHERE ALL CHILDREN AND YOUTH WILL HAVE SUPPORTIVE LEARNING AND DEVELOPMENT OPPORTUNITIES TO GROW AND BECOME RESPONSIBLE ADULTS. IN 2023, UWBR ALLOCATED $549,994 TO 8 ORGANIZATIONS WHICH SUPPORT CHILDREN AND YOUTH THROUGH EARLY LEARNING AND CARE SERVICES; BEFORE AND AFTER SCHOOL PROGRAMS; CHARACTER AND LEADERSHIP DEVELOPMENT AND RECREATIONAL EXPERIENCES; EMPHASIZE ACADEMIC SUCCESS FOR CHILDREN OF ALL AGES; EXPAND OPPORTUNITIES FOR CHILDREN AND YOUTH TO BOND WITH PEERS, MENTORS, AND POSITIVE ROLE MODELS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $206,868 | ExpenseAmt |
| Grant | $181,731 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | HEALTH: UWBR SUPPORTS PROGRAMS TO HELP RESIDENTS OF ROCK COUNTY, WI AND NORTHERN WINNEBAGO COUNTY, IL TO ENJOY HEALTHY LIVES. IN 2023, UWBR ALLOCATED $181,731 TO 4 ORGANIZATIONS WHICH INCREASE AWARENESS AND ACCESS TO HEALTHCARE RESOURCES AND PROMOTE HEALTHY LIVES THROUGH EDUCATION AND ACTIVITIES. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $29,192 | ExpenseAmt |
| Grant | $25,645 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | OTHER PROGRAMS: UWBR SERVES AS A CONVENER TO BRING TOGETHER THE COMMUNITY TO IDENTIFY UNDERLYING CAUSES OF PROBLEMS IN OUR COMMUNITY AND DEVELOP STRATEGIES AND PARTNERSHIPS TO ADDRESS THOSE ISSUES. AS SUCH, UWBR LEADS AND/OR SERVES ON APPROXIMATELY A DOZEN LOCAL TASK FORCES ALIGNED WITH HEALTH, EDUCATION, AND/OR FINANCIAL STABILITY. ANNUALLY, UWBR HOSTS ITS DAY OF CARING, A DAY OF SERVICE WHEREAS HUNDREDS OF VOLUNTEERS COMPLETE COMMUNITY SERVICE PROJECTS AT NONPROFIT AGENCIES ACROSS THE REGION. UWBR FUNDS 211, AN ANONYMOUS 24/7 HELPLINE THAT CONNECTS CALLERS WITH LOCAL PROGRAMS AND RESOURCES. IN PARTNERSHIP WITH UNITED WAY OF WISCONSIN AND UNITED WAYS ACROSS THE STATE, UWBR PUBLISHES THE ALICE REPORT - ALICE, AN ACRONYM FOR ASSET LIMITED, INCOME CONSTRAINED, EMPLOYED, IS A NEW WAY OF DEFINING AND UNDERSTANDING THE STRUGGLES OF HOUSEHOLDS THAT EARN ABOVE THE FEDERAL POVERTY LEVEL, BUT NOT ENOUGH TO AFFORD A BARE-BONES HOUSEHOLD BUDGET. UWBR IS THE FINANCIAL SPONSOR FOR DOLLY PARTON'S IMAGINATION LIBRARY IN THREE COMMUNITIES OF THE BLACKHAWK REGION. ENROLLED CHILDREN ARE GIFTED A FREE, AGE-APPROPRIATE BOOK IN THE MAIL EACH MONTH UNTIL THEIR 5TH BIRTHDAY. UWBR IS INSTALLING BORN LEARNING TRAILS ACROSS THE REGION. BORN LEARNING TRAILS ARE A SERIES OF 10 INTERACTIVE SIGNS THAT OFFER FUN, ACTIVE LEARNING ACTIVITIES FOR YOUNG CHILDREN AND THEIR FAMILIES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $29,192 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $25,645 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $0 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $1,728,922 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 9 | IRPDocumentCnt |
| IRP Document W2 G | 4 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 5 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 21 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 21 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LAURA NILSON | PersonNm |
| Phone | 6087573040 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5110 S US HWY 51 | AddressLine1Txt |
| City | JANESVILLE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53546 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (23 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| DEREK HAHN | ||||||
| CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DAN WILLIAMS | ||||||
| VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BONNIE DOMINGO | ||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| SCOTT FISCHER | ||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| GREG ARDREY | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| KELLY BEDESSEM | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| SCOTT BORDWELL | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| MARK HOLZMAN | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| KAYLA HILLER | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| LESLIE HULICK | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| BOB JONES | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| TIM OSWALD | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| PAT WEBERPAL | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| TOM RAMSDEN | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| CHRISTINE MOSS | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| DR DENNIS PAULI | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| KATRINA HARWOOD | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| PATTY SCHUMACHER | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| TOM MCCAWLEY | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| DANNY SAWYER | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| AIMEE THURNER | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| MARY FANNING-PENNY | ||||||
| PRESIDENT & CEO | 40.00 | Yes (X) | $122,532 | $0 | $9,215 | |
| LAURA NILSON | ||||||
| FINANCE DIRECTOR | 40.00 | Yes (X) | $68,833 | $0 | $15,442 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $191,365 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $24,657 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $97,502 | FederatedCampaignsAmt |
| Government Grants | $4,020 | GovernmentGrantsAmt |
| All Other Contributions | $1,902,069 | AllOtherContributionsAmt |
| Noncash Contributions | $16,890 | NoncashContributionsAmt |
| Total Contributions | $2,003,591 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $51,291 | TotalRevenueColumnAmt |
| Exclusion | $51,291 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $6,555 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $6,555 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,555 | TotalRevenueColumnAmt |
| Exclusion | $6,555 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,754 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,188 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,566 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,566 | TotalRevenueColumnAmt |
| Exclusion | $3,566 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,954 | TotalRevenueColumnAmt |
| Exclusion | $9,954 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $9,954 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,074,957 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $71,366 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,519,268 | TotalAmt |
| Program Services | $1,519,268 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $216,022 | TotalAmt |
| Program Services | $44,285 | ProgramServicesAmt |
| Management And General | $86,841 | ManagementAndGeneralAmt |
| Fundraising | $84,896 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $147,602 | TotalAmt |
| Program Services | $79,510 | ProgramServicesAmt |
| Management And General | $39,235 | ManagementAndGeneralAmt |
| Fundraising | $28,857 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,111 | TotalAmt |
| Program Services | $1,440 | ProgramServicesAmt |
| Management And General | $1,409 | ManagementAndGeneralAmt |
| Fundraising | $1,262 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,879 | TotalAmt |
| Program Services | $17,902 | ProgramServicesAmt |
| Management And General | $12,547 | ManagementAndGeneralAmt |
| Fundraising | $10,430 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,996 | TotalAmt |
| Program Services | $8,756 | ProgramServicesAmt |
| Management And General | $8,566 | ManagementAndGeneralAmt |
| Fundraising | $7,674 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $433 | TotalAmt |
| Management And General | $433 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,200 | TotalAmt |
| Management And General | $12,200 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,318 | TotalAmt |
| Management And General | $15,318 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,638 | TotalAmt |
| Program Services | $705 | ProgramServicesAmt |
| Management And General | $1,266 | ManagementAndGeneralAmt |
| Fundraising | $9,667 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,305 | TotalAmt |
| Program Services | $384 | ProgramServicesAmt |
| Management And General | $8 | ManagementAndGeneralAmt |
| Fundraising | $53,913 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,157 | TotalAmt |
| Program Services | $4,901 | ProgramServicesAmt |
| Management And General | $8,407 | ManagementAndGeneralAmt |
| Fundraising | $12,849 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,133 | TotalAmt |
| Program Services | $9,262 | ProgramServicesAmt |
| Management And General | $7,798 | ManagementAndGeneralAmt |
| Fundraising | $6,073 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,766 | TotalAmt |
| Program Services | $10,046 | ProgramServicesAmt |
| Management And General | $9,828 | ManagementAndGeneralAmt |
| Fundraising | $8,892 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,975 | TotalAmt |
| Program Services | $408 | ProgramServicesAmt |
| Management And General | $179 | ManagementAndGeneralAmt |
| Fundraising | $1,388 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,761 | TotalAmt |
| Program Services | $11,125 | ProgramServicesAmt |
| Management And General | $805 | ManagementAndGeneralAmt |
| Fundraising | $28,831 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,329 | TotalAmt |
| Program Services | $7,441 | ProgramServicesAmt |
| Management And General | $7,318 | ManagementAndGeneralAmt |
| Fundraising | $6,570 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,420 | TotalAmt |
| Program Services | $11,006 | ProgramServicesAmt |
| Management And General | $10,768 | ManagementAndGeneralAmt |
| Fundraising | $9,646 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,565 | TotalAmt |
| Program Services | $2,071 | ProgramServicesAmt |
| Management And General | $2,026 | ManagementAndGeneralAmt |
| Fundraising | $2,468 | FundraisingAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUES AND SUBSCRIPTIONS | Desc |
| Total | $1,573 | TotalAmt |
| Program Services | $302 | ProgramServicesAmt |
| Management And General | $1,004 | ManagementAndGeneralAmt |
| Fundraising | $267 | FundraisingAmt |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $197 | TotalAmt |
| Program Services | $110 | ProgramServicesAmt |
| Fundraising | $87 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,228,648 | TotalAmt |
| Program Services | $1,728,922 | ProgramServicesAmt |
| Management And General | $225,956 | ManagementAndGeneralAmt |
| Fundraising | $273,770 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $149,523 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,186,308 | BOYAmt |
| EOY | $1,870,031 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $790,009 | BOYAmt |
| EOY | $754,931 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,254 | BOYAmt |
| EOY | $7,972 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $982,061 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $671,573 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $346,538 | BOYAmt |
| EOY | $310,488 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,240,624 | BOYAmt |
| EOY | $2,521,965 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,930 | BOYAmt |
| EOY | $97,025 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $755,986 | BOYAmt |
| EOY | $828,680 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,380,649 | BOYAmt |
| EOY | $6,540,615 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,445 | BOYAmt |
| EOY | $17,492 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,580 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $201,276 | BOYAmt |
| EOY | $73,002 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $229,301 | BOYAmt |
| EOY | $90,494 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,977,363 | BOYAmt |
| EOY | $4,181,756 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,173,985 | BOYAmt |
| EOY | $2,268,365 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,151,348 | BOYAmt |
| EOY | $6,450,121 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,380,649 | BOYAmt |
| EOY | $6,540,615 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$153,691 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $330,624 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $121,840 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,378,537 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,337,555 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,040,128 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,916,966 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,003,591 | CurrentTaxYearAmt |
| Total | $10,676,777 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,378,537 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,337,555 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,040,128 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,916,966 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,003,591 | CurrentTaxYearAmt |
| Total | $10,676,777 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $228,412 | SubstantialContributorsTotAmt |
| Public Support Total170 | $10,448,365 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $35,056 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $78,995 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $25,846 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $26,132 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $57,846 | CurrentTaxYearAmt |
| Total | $223,875 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $10,900,652 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $56,664 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.95850 | PublicSupportCY170Pct |
| Public Support PY170 | 0.95920 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,294,553 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $339,755 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $15,318 | AdministrativeExpensesAmt |
| End Year Balance | $2,618,990 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,688,002 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$378,397 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $15,052 | AdministrativeExpensesAmt |
| End Year Balance | $2,294,553 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,405,105 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $298,962 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $16,065 | AdministrativeExpensesAmt |
| End Year Balance | $2,688,002 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,165,027 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $253,557 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $13,479 | AdministrativeExpensesAmt |
| End Year Balance | $2,405,105 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,821,987 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $355,024 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $11,984 | AdministrativeExpensesAmt |
| End Year Balance | $2,165,027 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.73178 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.11015 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.15807 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $71,700 | OtherCostOrOtherBasisAmt |
| Book Value | $71,700 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $829,398 | OtherCostOrOtherBasisAmt |
| Depreciation | $619,354 | DepreciationAmt |
| Book Value | $210,044 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $57,593 | OtherCostOrOtherBasisAmt |
| Depreciation | $52,219 | DepreciationAmt |
| Book Value | $5,374 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $23,370 | OtherCostOrOtherBasisAmt |
| Book Value | $23,370 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $310,488 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| BENEFICIAL INTEREST IN ASSETS HELD BY COMMUNITY FOUNDATION OF SOUTHERN WI | $137,382 |
| BENEFICIAL INTEREST IN PERPETUAL TRUST | $686,098 |
| CERTIFICATES OF DEPOSIT, UNEMPLOYMENT COMPENSATION BENEFITS | $5,200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $828,680 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO DESIGNATED AGENCIES | Desc |
| Amt | $73,002 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $73,002 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $2,481,856 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $330,624 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $32,842 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $43,433 | OtherRevenueAmt |
| Revenue Not Reported | $406,899 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,074,957 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $2,074,957 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,183,083 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $32,842 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | -$63,089 | OtherExpensesIncludedAmt |
| Expenses Not Reported | -$30,247 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,213,330 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $15,318 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $15,318 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,228,648 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | UNITED WAY BLACKHAWK REGION, INC.'S ENDOWMENT CONSISTS OF TWO INDIVIDUAL FUNDS ESTABLISHED FOR SUPPORTING OPERATIONS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN ASSETS HELD BY COMMUNITY FOUNDATION OF SOUTHERN WISCONSIN 15,851. CHANGE IN BENEFICIAL INTEREST IN PERPETUAL TRUST 92,813. INVESTMENT MANAGEMENT FEES REPORTED ON FORM 990, PART IX, LINE 11F -15,318. TO REMOVE DONOR DESIGNATIONS -49,913. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | DONOR DESIGNATIONS -63,089. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (20 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN NATIONAL RED CROSS | ||||||||
| 431 18TH ST NW | WASHINGTON | DC | 20006 | 530196605 | 501(C)(3) | $23,100 | $0 | GENERAL SUPPORT |
| BELOIT MEALS ON WHEELS INC | ||||||||
| 424 COLLEGE ST | BELOIT | WI | 535116310 | 391375390 | 501(C)(3) | $80,000 | $0 | GENERAL SUPPORT |
| BOYS & GIRLS CLUB OF JANESVILLE INC | ||||||||
| 200 W COURT ST | JANESVILLE | WI | 535483886 | 391645796 | 501(C)(3) | $118,756 | $0 | GENERAL SUPPORT |
| CASA OF ROCK COUNTY INC | ||||||||
| 51 SOUTH MAIN ST | JANESVILLE | WI | 53545 | 834132453 | 501(C)(3) | $79,994 | $0 | GENERAL SUPPORT |
| COMMUNITY ACTION INC OF ROCK AND WALWORTH COUNTIES | ||||||||
| 20 ECLIPSE CTR | BELOIT | WI | 535113550 | 391052077 | 501(C)(3) | $233,250 | $0 | GENERAL SUPPORT |
| EDGERTON COMMUNITY OUTREACH INC | ||||||||
| 106 S MAIN ST | EDGERTON | WI | 535342026 | 391618796 | 501(C)(3) | $41,250 | $0 | GENERAL SUPPORT |
| EVERYONE COOPERATING TO HELP OTHERS INC | ||||||||
| 65 S HIGH ST | JANESVILLE | WI | 535483842 | 391222279 | 501(C)(3) | $186,500 | $0 | GENERAL SUPPORT |
| FAMILY PROMISE OF GREATER BELOIT INC | ||||||||
| PO BOX 1277 | BELOIT | WI | 53512 | 392035122 | 501(C)(3) | $17,744 | $0 | GENERAL SUPPORT |
| FAMILY SERVICES OF SOUTHERN WISCONSIN AND NORTHERN ILLINOIS INC | ||||||||
| 416 COLLEGE ST | BELOIT | WI | 535116310 | 390833966 | 501(C)(3) | $51,869 | $0 | GENERAL SUPPORT |
| HEALTHNET OF ROCK COUNTY INC | ||||||||
| 113 S FRANKLIN ST | JANESVILLE | WI | 53548 | 391778804 | 501(C)(3) | $108,356 | $0 | GENERAL SUPPORT |
| JANESVILLE COMMUNITY DAY CARE CENTER INC | ||||||||
| 3103 RUGER AVE | JANESVILLE | WI | 535461937 | 391101821 | 501(C)(3) | $41,506 | $0 | GENERAL SUPPORT |
| LUTHERAN SOCIAL SERVICES OF WISCONSIN AND UPPER MICHIGAN INC | ||||||||
| 6737 W WASHINGTON ST 2275 | WEST ALLIS | WI | 53214 | 390816846 | 501(C)(3) | $14,006 | $0 | GENERAL SUPPORT |
| RETIRED SENIOR VOLUNTEER PROGRAM OF ROCK COUNTY INC | ||||||||
| 2433 S RIVERSIDE DR LOT 1 | BELOIT | WI | 535112477 | 391587220 | 501(C)(3) | $18,756 | $0 | GENERAL SUPPORT |
| STATELINE BOYS & GIRLS CLUBS INC | ||||||||
| 202 MAPLE AVE | BELOIT | WI | 53511 | 390974673 | 501(C)(3) | $130,006 | $0 | GENERAL SUPPORT |
| STATELINE FAMILY YMCA OF BELOIT INC | ||||||||
| 501 THIRD STREET | BELOIT | WI | 53511 | 390806449 | 501(C)(3) | $35,994 | $0 | GENERAL SUPPORT |
| STATELINE LITERACY COUNCIL INC | ||||||||
| 605 ECLIPSE BLVD | BELOIT | WI | 53511 | 391431930 | 501(C)(3) | $37,000 | $0 | GENERAL SUPPORT |
| UNITED WAY OF DANE COUNTY INC | ||||||||
| 2059 ATWOOD AVE | MADISON | WI | 53704 | 390817532 | 501(C)(3) | $25,000 | $0 | GENERAL SUPPORT |
| YOUNG WOMEN'S CHRISTIAN ASSOCIATION OF ROCK COUNTY INC | ||||||||
| 1735 S WASHINGTON ST | JANESVILLE | WI | 535466203 | 390808510 | 501(C)(3) | $120,629 | $0 | GENERAL SUPPORT |
| THE SALVATION ARMY | ||||||||
| 5550 PRAIRIE STONE PKWY | HOFFMAN ESTATES | IL | 60192 | 362167910 | 501(C)(3) | $84,663 | $0 | GENERAL SUPPORT |
| THE DOLLYWOOD FOUNDATION | ||||||||
| 111 E MAIN ST 2ND FLOOR | SEVIERVILLE | TN | 37862 | 621348105 | 501(C)(3) | $67,319 | $0 | EARLY READING AGE 0-5 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 20 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | UNITED WAY BLACKHAWK REGION, INC.'S GRANT ALLOCATIONS ARE ORIGINALLY DETERMINED BASED ON THE SUCCESS OF THE CURRENT YEAR'S CAMPAIGN. AFTER AN OVERALL AMOUNT IS DETERMINED TO BE AVAILABLE FOR ALLOCATION, AGENCIES AND PROGRAMS MUST APPLY FOR FUNDS AND DEMONSTRATE FINANCIAL SOLVENCY, EVIDENCE OF NEED FOR THE PROGRAM IN THE COMMUNITY, CLIENT OUTCOMES, AND COMPLIANCE WITH NECESSARY REGULATIONS. VOLUNTEERS MAKE FINAL FUNDING DECISIONS AND STAFF MONITOR COMPLIANCE THROUGHOUT THE TERM OF THE GRANT. VOLUNTEERS MAKE FINAL FUNDING DECISIONS AND STAFF MONITOR COMPLIANCE THROUGHOUT THE TERMS OF THE GRANT. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE PREPARED FORM 990 IS INITIALLY REVIEWED BY THE FINANCE DIRECTOR AND THE PRESIDENT/CEO. THE RETURN IS ALSO REVIEWED BY MEMBERS OF THE GOVERNING BODY BEFORE THE RETURN IS FILED WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL DIRECTORS, OFFICERS AND COMMITTEE VOLUNTEERS ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST FORM ANNUALLY. THE PRESIDENT/CEO REVIEWS THESE COMPLETED FORMS AND KEEPS THEM ON FILE AT THE ORGANIZATION. DIRECTORS, OFFICERS, OR COMMITTEE MEMBERS SHALL ABSTAIN FROM VOTING ON AN ISSUE OF CONFLICT. DIRECTORS, OFFICERS, COMMITTEE MEMBERS, OR THEIR FAMILIES SHALL NOT BENEFIT UNFAIRLY IN ANY MANNER AS A RESULT OF BEING A DIRECTOR, OFFICER, OR COMMITTEE MEMBER. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE PRESIDENT/CEO AND ANY OFFICERS OR KEY EMPLOYEES ARE COVERED UNDER UNITED WAY BLACKHAWK REGION, INC.'S EMPLOYEE POLICIES AND PROCEDURES. THE EXECUTIVE COMMITTEE OF THE GOVERNING BODY CONDUCTS AN ANNUAL REVIEW OF THE PRESIDENT/CEO AND REPORTS A COMPENSATION CHANGE RECOMMENDATION TO THE GOVERNING BODY FOR APPROVAL AS APPROPRIATE WITHIN THE APPROVED BUDGET. THE PRESIDENT/CEO EVALUATES AND DETERMINES COMPENSATION CHANGES FOR ALL OTHER EMPLOYEES. RESEARCH FROM UNITED WAY WORLDWIDE IS USED TO OBTAIN COMPARABLE COMPENSATION INFORMATION. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MADE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THE ANNUAL REPORT, FORM 990 AND AUDITED FINANCIAL STATEMENTS ARE POSTED ON THE ORGANIZATION'S WEBSITE. |
| FORM 990, PART XI, LINE 9: | CHANGE IN ASSETS HELD BY COMMUNITY FOUNDATION OF SOUTHERN WISCONSIN 15,851. CHANGE IN BENEFICIAL INTEREST IN PERPETUAL TRUST 92,813. TO REMOVE DONOR DESIGNATED FUNDS 13,176. |