UNITED WAY BLACKHAWK REGION INC: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- UNITED WAY BLACKHAWK REGION INC (EIN 39-6006734)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202223199349320692
- Schema version
- 2021v4.2
- 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 | 2022-11-15T16:05:25-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 | 205 N MAIN ST 101 | AddressLine1Txt |
| City | JANESVILLE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 535453062 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARY FANNING-PENNY | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 6087573040 | PhoneNum |
| Signature | 2022-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MARY | PersonFirstNm |
| Person Last | FANNING-PENNY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MIKE HABLEWITZ CPA | PreparerPersonNm |
| PTIN | P01259157 | PTIN |
| Phone | 6082744020 | PhoneNum |
| Preparation | 2022-11-14 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MARY FANNING-PENNY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 205 N MAIN ST 101 | AddressLine1Txt |
| City | JANESVILLE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 535453062 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,168,747 | 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 | 22 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 22 | VotingMembersIndependentCnt |
| Total Employee | 7 | TotalEmployeeCnt |
| Total Volunteers | 766 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,337,555 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,040,128 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $19,827 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $78,995 | PYInvestmentIncomeAmt |
| CY Investment Income | $111,452 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $17,167 | CYOtherRevenueAmt |
| PY Total Revenue | $2,436,377 | PYTotalRevenueAmt |
| CY Total Revenue | $2,168,747 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,902,598 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,621,823 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $476,572 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $404,189 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $164,066 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $215,818 | PYOtherExpensesAmt |
| CY Other Expenses | $309,676 | CYOtherExpensesAmt |
| PY Total Expenses | $2,594,988 | PYTotalExpensesAmt |
| CY Total Expenses | $2,335,688 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$158,611 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$166,941 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $7,155,931 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,238,646 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $151,723 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $139,918 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $7,004,208 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $7,098,728 | 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 | $802,541 | ExpenseAmt |
| Grant | $705,636 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | FINANCIAL STABILITY: UWBR IS FOCUSED ON ENSURING INDIVIDUALS AND FAMILIES HAVE THEIR BASIC NEEDS MET AND ACHIEVE AND SUSTAIN SELF-SUFFICIENCY. IN 2021, UWBR ALLOCATED $705,636 TO 25 PROGRAMS 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 | $645,390 | ExpenseAmt |
| Grant | $567,461 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | EDUCATION: UWBR ENVISIONS A REGION WHERE CHILDREN AND YOUTH WILL HAVE SUPPORTIVE LEARNING AND DEVELOPMENT OPPORTUNITIES TO GROW AND BECOME RESPONSIBLE ADULTS. IN 2021, UWBR ALLOCATED $503 257 TO 9 PROGRAMS 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 | $342,753 | ExpenseAmt |
| Grant | $301,366 | 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 2021, UWBR ALLOCATED $285,365 TO 17 PROGRAMS WHICH INCREASE AWARENESS AND ACCESS TO HEALTHCARE RESOURCES AND PROMOTE HEALTHY LIVES THROUGH EDUCATION AND ACTIVITIES. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)
| ExpenseExpenseAmt | GrantGrantAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|---|
| $23,438 | $20,608 | $0 | COVID-19 ACTION FUND: ON MARCH 23, 2020, DUE TO THE EMERGENCE AND RAPID SPREAD OF THE COVID-19 PANDEMIC, UWBR'S BOARD OF DIRECTORS APPROVED ACTIVATION OF A COVID-19 ACTION FUND AND AUTHORIZED UTILIZATION OF $100,000 IN RESERVE FUNDS TO SEED IT. THE ACTION FUND GRANTS HELPED PROVIDE LOCAL NONPROFITS WITH OPERATIONS AND STAFFING SUPPORT; PERSONAL PROTECTIVE EQUIPMENT; HOTEL/MOTEL VOUCHERS TO THE HOMELESS; FOOD, DIAPERS AND FORMULA FOR FAMILIES STRUGGLING TO MEET MONTHLY EXPENSES; CHILDCARE SCHOLARSHIPS; REIMBURSEMENTS TO VOLUNTEER DRIVERS DELIVERING MEALS; EQUIPMENT TO SUPPORT SENSORY NEEDS OF INDIVIDUALS WITH DISABILITIES; AND ASSISTANCE TO RECOVERY CENTERS FOR ADULTS DEALING WITH SUBSTANCE ABUSE AND DISORDERS. IN 2021, UWBR DISBURSED $20,608 IN ACTION FUND GRANTS TO LOCAL NONPROFIT ORGANIZATIONS WORKING WITH THOSE DISPROPORTIONATELY IMPACTED BY CORONAVIRUS AND ITS ECONOMIC CONSEQUENCES. FUNDRAISING AND GRANT REQUESTS TO THE COVID-19 ACTION FUND STALLED IN 2021, AS COMPARED TO 2020. LOCAL EXPERTS THEORIZED THIS WAS ATTRIBUTED TO THE INFLUX OF STATE AND FEDERAL RESOURCES AVAILABLE TO INDIVIDUALS AND ORGANIZATIONS. DUE TO THE CHANGE IN NEED, UWBR'S BOARD OF DIRECTORS DISCONTINUED FUNDRAISING AND VOTED AT ITS MAY 2021 MEETING TO DISSOLVE AND TRANSFER THE INTENT OF REMAINING FUNDS TO COMMUNITY GRANTS ADDRESSING CRITICAL NEEDS IN THE IMPACT AREAS OF HEALTH, EDUCATION, AND FINANCIAL STABILITY. |
| $30,426 | $26,752 | $0 | OTHER PROGRAMS: UWBR WORKS TO BRING TOGETHER COMMUNITY MEMBERS INCLUDING AGENCY PARTNERS, GOVERNMENT, SCHOOLS, BUSINESS, INDIVIDUALS AND FAITH-BASED ORGANIZATIONS TO IDENTIFY THE UNDERLYING CAUSES OF PROBLEMS IN OUR COMMUNITY AND DEVELOPE STRATEGIES AND PARTNERSHIPS TO ADDRESS THOSE ISSUES. UWBR ALSO FUNDS 2-1-1, AN ANONYMOUS HELPLINE TO CALL TO ACCESS AN EXTENSIVE DATABASE OF COMMUNITY RESOURCES. UWBR OFFERS A FREE, ONLINE VOLUNTEER PORTAL CALLED "GET CONNECTED" WHERE NONPROFITS MAY POST VOLUNTEER OPPORTUNITIES AND WHERE COMMUNITY MEMBERS CAN VIEW AND RESPOND TO VOLUNTEER OPPORTUNITIES. UWBR CONTINUES TO SPONSOR 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. IN COLLABORATION WITH SCHOLASTIC BOOK FAIRS, UWBR SPONSORED BOOK FAIRS AT ELEMENTARY SCHOOLS IN SOUTH BELOIT, IL. ADDITIONALLY, LOCAL NONPROFITS ARE ABLE TO RENT OFFICE SPACE OR MEETING SPACE IN THE UNITED WAY COMMUNITY SERVICES BUILDING AT A REDUCED RATE. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $53,864 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $47,360 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $0 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $1,844,548 | 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 | Yes (1) | 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 | Yes (1) | 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 | 4 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 7 | 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 | 22 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 22 | 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 | 205 N MAIN ST STE 101 | AddressLine1Txt |
| City | JANESVILLE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 535453062 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (25 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| TOM MCCAWLEY | ||||||
| CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DEREK HAHN | ||||||
| VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DAN WILLIAMS | ||||||
| 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 | |
| BONNIE DOMINGO | ||||||
| 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 | |
| GEOFF RAND | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| TIM OSWALD | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| LORI CURTIS LUTHER | ||||||
| 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 | |
| TED REHL | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| PATTY SCHUMACHER | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| STEVE POPHAL | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| JON SCHLEMMER | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| JEN WHITE | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| DANNY SAWYER | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| MARY FANNING-PENNY | ||||||
| PRESIDENT & CEO | 40.00 | Yes (X) | $103,736 | $0 | $7,174 | |
| LAURA NILSON | ||||||
| FINANCE DIRECTOR | 40.00 | Yes (X) | $30,313 | $0 | $3,867 | |
| JANICE COMPTON | ||||||
| FINANCE DIRECTOR | 40.00 | Yes (X) | $27,720 | $0 | $2,952 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $161,769 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $13,993 | 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 | $146,007 | FederatedCampaignsAmt |
| Government Grants | $82,500 | GovernmentGrantsAmt |
| All Other Contributions | $1,811,621 | AllOtherContributionsAmt |
| Noncash Contributions | $34,429 | NoncashContributionsAmt |
| Total Contributions | $2,040,128 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,679 | TotalRevenueColumnAmt |
| Exclusion | $8,679 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $17,167 | 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 | $17,167 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $17,167 | TotalRevenueColumnAmt |
| Exclusion | $17,167 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $102,773 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $102,773 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $102,773 | TotalRevenueColumnAmt |
| Exclusion | $102,773 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,168,747 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $128,619 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,557,868 | TotalAmt |
| Program Services | $1,557,868 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,955 | TotalAmt |
| Program Services | $63,955 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $175,762 | TotalAmt |
| Program Services | $36,032 | ProgramServicesAmt |
| Management And General | $70,656 | ManagementAndGeneralAmt |
| Fundraising | $69,074 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $160,132 | TotalAmt |
| Program Services | $85,361 | ProgramServicesAmt |
| Management And General | $61,895 | ManagementAndGeneralAmt |
| Fundraising | $12,876 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,770 | TotalAmt |
| Program Services | $3,229 | ProgramServicesAmt |
| Management And General | $3,458 | ManagementAndGeneralAmt |
| Fundraising | $2,083 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,721 | TotalAmt |
| Program Services | $15,436 | ProgramServicesAmt |
| Management And General | $13,977 | ManagementAndGeneralAmt |
| Fundraising | $6,308 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,804 | TotalAmt |
| Program Services | $8,765 | ProgramServicesAmt |
| Management And General | $9,386 | ManagementAndGeneralAmt |
| Fundraising | $5,653 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $398 | TotalAmt |
| Management And General | $398 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,550 | TotalAmt |
| Management And General | $11,550 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,065 | TotalAmt |
| Management And General | $16,065 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,376 | TotalAmt |
| Program Services | $393 | ProgramServicesAmt |
| Management And General | $1,635 | ManagementAndGeneralAmt |
| Fundraising | $14,348 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,513 | TotalAmt |
| Program Services | $5,024 | ProgramServicesAmt |
| Management And General | $153 | ManagementAndGeneralAmt |
| Fundraising | $11,336 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,897 | TotalAmt |
| Program Services | $5,787 | ProgramServicesAmt |
| Management And General | $12,525 | ManagementAndGeneralAmt |
| Fundraising | $3,585 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,271 | TotalAmt |
| Program Services | $9,379 | ProgramServicesAmt |
| Management And General | $8,116 | ManagementAndGeneralAmt |
| Fundraising | $4,776 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,379 | TotalAmt |
| Program Services | $10,817 | ProgramServicesAmt |
| Management And General | $11,584 | ManagementAndGeneralAmt |
| Fundraising | $6,978 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,269 | TotalAmt |
| Program Services | $352 | ProgramServicesAmt |
| Management And General | $346 | ManagementAndGeneralAmt |
| Fundraising | $571 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,237 | TotalAmt |
| Program Services | $15,139 | ProgramServicesAmt |
| Management And General | $43 | ManagementAndGeneralAmt |
| Fundraising | $9,055 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,760 | TotalAmt |
| Program Services | $11,694 | ProgramServicesAmt |
| Management And General | $12,523 | ManagementAndGeneralAmt |
| Fundraising | $7,543 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,522 | TotalAmt |
| Program Services | $2,033 | ProgramServicesAmt |
| Management And General | $2,177 | ManagementAndGeneralAmt |
| Fundraising | $1,312 | FundraisingAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| BAD DEBT EXPENSE | $75,129 | $75,129 | ||
| DUES AND SUBSCRIPTIONS | $36,709 | $14,857 | $13,284 | $8,568 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $601 | TotalAmt |
| Management And General | $601 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,335,688 | TotalAmt |
| Program Services | $1,844,548 | ProgramServicesAmt |
| Management And General | $327,074 | ManagementAndGeneralAmt |
| Fundraising | $164,066 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $889,355 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,545,285 | BOYAmt |
| EOY | $2,328,211 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,111,658 | BOYAmt |
| EOY | $944,603 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,757 | BOYAmt |
| EOY | $5,996 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $953,255 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $608,744 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $376,271 | BOYAmt |
| EOY | $344,511 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,354,701 | BOYAmt |
| EOY | $2,635,535 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,404 | BOYAmt |
| EOY | $52,467 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $822,500 | BOYAmt |
| EOY | $927,323 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,155,931 | BOYAmt |
| EOY | $7,238,646 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,001 | BOYAmt |
| EOY | $19,072 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,180 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $125,542 | BOYAmt |
| EOY | $120,846 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $151,723 | BOYAmt |
| EOY | $139,918 | 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 | $4,100,848 | BOYAmt |
| EOY | $4,508,013 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,903,360 | BOYAmt |
| EOY | $2,590,715 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,004,208 | BOYAmt |
| EOY | $7,098,728 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,155,931 | BOYAmt |
| EOY | $7,238,646 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$166,941 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $196,183 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $65,278 | 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 | $2,680,320 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,569,932 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,378,537 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,337,555 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,040,128 | CurrentTaxYearAmt |
| Total | $12,006,472 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,680,320 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,569,932 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,378,537 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,337,555 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,040,128 | CurrentTaxYearAmt |
| Total | $12,006,472 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $243,728 | SubstantialContributorsTotAmt |
| Public Support Total170 | $11,762,744 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $89,101 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $38,635 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $35,056 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $78,995 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $25,846 | CurrentTaxYearAmt |
| Total | $267,633 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $12,274,105 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $97,416 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.95830 | PublicSupportCY170Pct |
| Public Support PY170 | 0.95760 | 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 | $2,405,105 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $298,962 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $16,065 | AdministrativeExpensesAmt |
| End Year Balance | $2,688,002 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| 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 |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,946,364 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$112,595 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $11,782 | AdministrativeExpensesAmt |
| End Year Balance | $1,821,987 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,357,770 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $599,165 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $10,571 | AdministrativeExpensesAmt |
| End Year Balance | $1,946,364 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.73170 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.10730 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.16100 | 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 | $562,529 | DepreciationAmt |
| Book Value | $266,869 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $52,157 | OtherCostOrOtherBasisAmt |
| Depreciation | $46,215 | DepreciationAmt |
| Book Value | $5,942 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $344,511 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| BENEFICIAL INTEREST IN ASSETS HELD BY COMMUNITY FOUNDATION OF SOUTHERN WI | $142,947 |
| BENEFICIAL INTEREST IN PERPETUAL TRUST | $779,176 |
| CERTIFICATES OF DEPOSIT, UNEMPLOYMENT COMPENSATION BENEFITS | $5,200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $927,323 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO DESIGNATED AGENCIES | Desc |
| Amt | $120,846 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $120,846 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $2,341,413 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $196,183 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $49,721 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | -$73,238 | OtherRevenueAmt |
| Revenue Not Reported | $172,666 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,168,747 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $2,168,747 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,246,893 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $49,722 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | -$47,323 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $2,399 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,244,494 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $16,065 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $75,129 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $91,194 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,335,688 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 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 15,439. CHANGE IN BENEFICIAL INTEREST IN PERPETUAL TRUST 113,363. INVESTMENT MANAGEMENT FEES REPORTED ON FORM 990, PART IX, LINE 11F -16,065. CHANGE IN PROVISION FOR UNCOLLECTIBLE PROMISES -75,129. TO REMOVE DONOR DESIGNATIONS -110,846. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | DONOR DESIGNATIONS -47,323. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | CHANGE IN PROVISION FOR UNCOLLECTIBLE PROMISES 75,129. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (24 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) | $14,006 | $0 | GENERAL SUPPORT |
| BELOIT MEALS ON WHEELS INC | ||||||||
| 424 COLLEGE ST | BELOIT | WI | 535116310 | 391375390 | 501(C)(3) | $74,996 | $0 | GENERAL SUPPORT |
| BELOIT HEALTH SYSTEM INC | ||||||||
| 1969 WEST HART RD | BELOIT | WI | 53511 | 391028081 | 501(C)(3) | $16,796 | $0 | GENERAL SUPPORT |
| BOYS & GIRLS CLUB OF JANESVILLE INC | ||||||||
| 200 W COURT ST | JANESVILLE | WI | 535483886 | 391645796 | 501(C)(3) | $109,178 | $0 | GENERAL SUPPORT & COVID ACTION FUND GRANTS |
| CASA OF ROCK COUNTY INC | ||||||||
| 51 SOUTH MAIN ST | JANESVILLE | WI | 53545 | 834132453 | 501(C)(3) | $79,966 | $0 | GENERAL SUPPORT |
| COMMUNITY ACTION INC OF ROCK AND WALWORTH COUNTIES | ||||||||
| 20 ECLIPSE CTR | BELOIT | WI | 535113550 | 391052077 | 501(C)(3) | $233,512 | $0 | GENERAL SUPPORT & COVID ACTION FUND GRANTS |
| EDGERTON COMMUNITY OUTREACH INC | ||||||||
| 106 S MAIN ST | EDGERTON | WI | 535342026 | 391618796 | 501(C)(3) | $33,750 | $0 | GENERAL SUPPORT |
| EVERYONE COOPERATING TO HELP OTHERS INC | ||||||||
| 65 S HIGH ST | JANESVILLE | WI | 535483842 | 391222279 | 501(C)(3) | $95,000 | $0 | GENERAL SUPPORT & CAPACITY BUILDING GRANT |
| FAMILY PROMISE OF GREATER BELOIT | ||||||||
| 737 BLUFF ST | BELOIT | WI | 535115350 | 392035122 | 501(C)(3) | $16,100 | $0 | GENERAL SUPPORT & COVID ACTION FUND GRANTS |
| FAMILY SERVICES OF SOUTHERN WISCONSIN AND NORTHERN ILLINOIS INC | ||||||||
| 416 COLLEGE ST | BELOIT | WI | 535116310 | 390833966 | 501(C)(3) | $92,746 | $0 | GENERAL SUPPORT |
| HEALTHNET OF ROCK COUNTY INC | ||||||||
| 23 W MILWAUKEE ST | JANESVILLE | WI | 535482981 | 391778804 | 501(C)(3) | $73,867 | $0 | GENERAL SUPPORT & COVID ACTION FUND GRANTS |
| JANESVILLE COMMUNITY DAY CARE CENTER INC | ||||||||
| 3103 RUGER AVE | JANESVILLE | WI | 535461937 | 391101821 | 501(C)(3) | $40,754 | $0 | GENERAL SUPPORT & COVID ACTION FUND GRANTS |
| JANESVILLE MOBILIZING 4 CHANGE | ||||||||
| 316 S MAIN ST | JANESVILLE | WI | 53545 | 814722314 | 501(C)(3) | $12,506 | $0 | GENERAL SUPPORT |
| LUTHERAN SOCIAL SERVICES OF WISCONSIN AND UPPER MICHIGAN INC | ||||||||
| 612 N RANDALL AVE STE A | JANESVILLE | WI | 535451958 | 390816846 | 501(C)(3) | $28,004 | $0 | GENERAL SUPPORT |
| RETIRED SENIOR VOLUNTEER PROGRAM OF ROCK COUNTY INC | ||||||||
| 2433 S RIVERSIDE DR LOT 1 | BELOIT | WI | 535112477 | 391587220 | 501(C)(3) | $17,504 | $0 | GENERAL SUPPORT & COVID ACTION FUND GRANTS |
| STATELINE BOYS & GIRLS CLUBS INC | ||||||||
| 1851 MOORE ST | BELOIT | WI | 535112866 | 390974673 | 501(C)(3) | $134,992 | $0 | GENERAL SUPPORT |
| STATELINE FAMILY YMCA OF BELOIT INC | ||||||||
| 1865 RIVERSIDE DR | BELOIT | WI | 535113521 | 390806449 | 501(C)(3) | $45,589 | $0 | GENERAL SUPPORT |
| STATELINE LITERACY COUNCIL-BELOIT INC | ||||||||
| 1000 BLUFF ST | BELOIT | WI | 535115167 | 391431930 | 501(C)(3) | $36,000 | $0 | GENERAL SUPPORT |
| THE SALVATION ARMY BELOIT | ||||||||
| 628 BROAD ST | BELOIT | WI | 535116347 | 362167910 | 501(C)(3) | $63,188 | $0 | GENERAL SUPPORT |
| THE SALVATION ARMY JANESVILLE | ||||||||
| 514 SUTHERLAND AVE | JANESVILLE | WI | 535452448 | 390806889 | 501(C)(3) | $36,250 | $0 | GENERAL SUPPORT |
| UNITED WAY OF DANE COUNTY INC | ||||||||
| PO BOX 7548 | MADISON | WI | 537045367 | 390817532 | 501(C)(3) | $25,002 | $0 | GENERAL SUPPORT |
| YOUNG WOMEN'S CHRISTIAN ASSOCIATION OF ROCK COUNTY INC | ||||||||
| 1735 S WASHINGTON ST | JANESVILLE | WI | 535466203 | 390808510 | 501(C)(3) | $240,057 | $0 | GENERAL SUPPORT & COVID ACTION FUND GRANTS |
| NAMI ROCK COUNTY INC | ||||||||
| 120 N CROSBY AVE | JANESVILLE | WI | 53548 | 391409123 | $5,006 | $0 | GENERAL SUPPORT | |
| SPECIAL METHODS IN LEARNING EQUINE SKILLS INC | ||||||||
| N2666 COUNTY RD K | DARIEN | WI | 531141463 | 391508173 | 501(C)(3) | $5,100 | $0 | GENERAL SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 24 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | BOOKS FOR CHILDREN | GrantTypeTxt |
| Non Cash Assistance | $63,955 | NonCashAssistanceAmt |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
| Non Cash Assistance | BOOKS | NonCashAssistanceDesc |
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. IN 2020 THE COVID-19 ACTION FUND WAS ESTABLISHED WITH PUBLIC DONATIONS AND UNITED WAY BLACKHAWK REGION, INC.'S SEED MONEY. AGENCIES AND PROGRAMS MUST APPLY FOR FUNDS AND DEMONSTRATE EVIDENCE OF NEED DUE TO COVID-19. VOLUNTEERS MAKE FINAL FUNDING DECISIONS AND STAFF MONITOR COMPLIANCE THROUGHOUT THE TERMS OF THE GRANT. | ExplanationTxt |
Schedule M IRS990ScheduleM
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $440 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | COST OF DONATED PROP | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $33,989 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | SELLING PRICE OF DONATED | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS RECEIVED IN COLUMN B. | 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 15,439. CHANGE IN BENEFICIAL INTEREST IN PERPETUAL TRUST 113,363. TO REMOVE DONOR DESIGNATED FUNDS -63,524. |