2022-11-15T16:05:25-06:00 2021-12-31 390974031 WEGNER CPAS LLP 2921 LANDMARK PL STE 300 MADISON WI 537134236 990 2021-01-01 396006734 UNITED WAY BLACKHAWK REGION INC UNIT 6087573040 205 N MAIN ST 101 JANESVILLE WI 535453062 MARY FANNING-PENNY PRESIDENT & CEO 6087573040 2022-11-15 1 MARY FANNING-PENNY 999009999 MIKE HABLEWITZ CPA P01259157 6082744020 2022-11-14 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z MARY FANNING-PENNY 205 N MAIN ST 101 JANESVILLE WI 535453062 2168747 0 X LIVEUNITEDBR.ORG X 1944 WI TO BE A COMMUNITY LEADER FOR IDENTIFYING HEALTH AND HUMAN SERVICES PROBLEMS AND FACILITATING PARTNERSHIPS TO ACHIEVE SUSTAINABLE SOLUTIONS. 22 22 7 766 0 0 2337555 2040128 19827 0 78995 111452 0 17167 2436377 2168747 1902598 1621823 0 0 476572 404189 0 0 164066 215818 309676 2594988 2335688 -158611 -166941 7155931 7238646 151723 139918 7004208 7098728 X IMPROVING LIVES BY MOBILIZING THE CARING POWER OF COMMUNITIES. 0 0 802541 705636 0 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. 645390 567461 0 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. 342753 301366 0 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. 23438 20608 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. 30426 26752 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. 53864 47360 0 1844548 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 4 0 7 1 0 0 0 0 0 0 0 0 0 0 0 0 X 22 22 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IL WI X X LAURA NILSON 6087573040 205 N MAIN ST STE 101 JANESVILLE WI 535453062 TOM MCCAWLEY CHAIR 1.00 X X 0 0 0 DEREK HAHN VICE CHAIR 1.00 X X 0 0 0 DAN WILLIAMS SECRETARY 1.00 X X 0 0 0 SCOTT FISCHER TREASURER 1.00 X X 0 0 0 GREG ARDREY DIRECTOR 0.50 X 0 0 0 KELLY BEDESSEM DIRECTOR 0.50 X 0 0 0 SCOTT BORDWELL DIRECTOR 0.50 X 0 0 0 BONNIE DOMINGO DIRECTOR 0.50 X 0 0 0 KAYLA HILLER DIRECTOR 0.50 X 0 0 0 LESLIE HULICK DIRECTOR 0.50 X 0 0 0 GEOFF RAND DIRECTOR 0.50 X 0 0 0 TIM OSWALD DIRECTOR 0.50 X 0 0 0 LORI CURTIS LUTHER DIRECTOR 0.50 X 0 0 0 TOM RAMSDEN DIRECTOR 0.50 X 0 0 0 CHRISTINE MOSS DIRECTOR 0.50 X 0 0 0 DR DENNIS PAULI DIRECTOR 0.50 X 0 0 0 TED REHL DIRECTOR 0.50 X 0 0 0 PATTY SCHUMACHER DIRECTOR 0.50 X 0 0 0 STEVE POPHAL DIRECTOR 0.50 X 0 0 0 JON SCHLEMMER DIRECTOR 0.50 X 0 0 0 JEN WHITE DIRECTOR 0.50 X 0 0 0 DANNY SAWYER DIRECTOR 0.50 X 0 0 0 MARY FANNING-PENNY PRESIDENT & CEO 40.00 X 103736 0 7174 LAURA NILSON FINANCE DIRECTOR 40.00 X 30313 0 3867 JANICE COMPTON FINANCE DIRECTOR 40.00 X 27720 0 2952 161769 0 13993 1 0 0 0 0 146007 82500 1811621 34429 2040128 8679 8679 17167 0 17167 17167 17167 102773 0 102773 102773 102773 2168747 0 0 128619 1557868 1557868 63955 63955 175762 36032 70656 69074 160132 85361 61895 12876 8770 3229 3458 2083 35721 15436 13977 6308 23804 8765 9386 5653 398 398 11550 11550 16065 16065 16376 393 1635 14348 16513 5024 153 11336 21897 5787 12525 3585 22271 9379 8116 4776 29379 10817 11584 6978 1269 352 346 571 24237 15139 43 9055 31760 11694 12523 7543 5522 2033 2177 1312 BAD DEBT EXPENSE 75129 75129 DUES AND SUBSCRIPTIONS 36709 13284 14857 8568 601 601 2335688 1844548 327074 164066 889355 0 1545285 2328211 1111658 944603 5757 5996 953255 608744 376271 344511 2354701 2635535 50404 52467 822500 927323 7155931 7238646 12001 19072 14180 0 125542 120846 151723 139918 X 4100848 4508013 2903360 2590715 7004208 7098728 7155931 7238646 X -166941 196183 65278 X 0 1 X 1 0 X 2680320 2569932 2378537 2337555 2040128 12006472 2680320 2569932 2378537 2337555 2040128 12006472 243728 11762744 89101 38635 35056 78995 25846 267633 12274105 97416 0.95830 0.95760 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2405105 298962 16065 2688002 2165027 253557 13479 2405105 1821987 355024 11984 2165027 1946364 -112595 11782 1821987 1357770 599165 10571 1946364 0.73170 0.10730 0.16100 0 0 71700 71700 829398 562529 266869 52157 46215 5942 344511 BENEFICIAL INTEREST IN ASSETS HELD BY COMMUNITY FOUNDATION OF SOUTHERN WI 142947 BENEFICIAL INTEREST IN PERPETUAL TRUST 779176 CERTIFICATES OF DEPOSIT, UNEMPLOYMENT COMPENSATION BENEFITS 5200 927323 DUE TO DESIGNATED AGENCIES 120846 120846 2341413 196183 49721 -73238 172666 2168747 0 2168747 2246893 49722 -47323 2399 2244494 16065 75129 91194 2335688 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. 1 AMERICAN NATIONAL RED CROSS 431 18TH ST NW WASHINGTON DC 20006 530196605 501(C)(3) 14006 0 GENERAL SUPPORT BELOIT MEALS ON WHEELS INC 424 COLLEGE ST BELOIT WI 535116310 391375390 501(C)(3) 74996 0 GENERAL SUPPORT BELOIT HEALTH SYSTEM INC 1969 WEST HART RD BELOIT WI 53511 391028081 501(C)(3) 16796 0 GENERAL SUPPORT BOYS & GIRLS CLUB OF JANESVILLE INC 200 W COURT ST JANESVILLE WI 535483886 391645796 501(C)(3) 109178 0 GENERAL SUPPORT & COVID ACTION FUND GRANTS CASA OF ROCK COUNTY INC 51 SOUTH MAIN ST JANESVILLE WI 53545 834132453 501(C)(3) 79966 0 GENERAL SUPPORT COMMUNITY ACTION INC OF ROCK AND WALWORTH COUNTIES 20 ECLIPSE CTR BELOIT WI 535113550 391052077 501(C)(3) 233512 0 GENERAL SUPPORT & COVID ACTION FUND GRANTS EDGERTON COMMUNITY OUTREACH INC 106 S MAIN ST EDGERTON WI 535342026 391618796 501(C)(3) 33750 0 GENERAL SUPPORT EVERYONE COOPERATING TO HELP OTHERS INC 65 S HIGH ST JANESVILLE WI 535483842 391222279 501(C)(3) 95000 0 GENERAL SUPPORT & CAPACITY BUILDING GRANT FAMILY PROMISE OF GREATER BELOIT 737 BLUFF ST BELOIT WI 535115350 392035122 501(C)(3) 16100 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) 92746 0 GENERAL SUPPORT HEALTHNET OF ROCK COUNTY INC 23 W MILWAUKEE ST JANESVILLE WI 535482981 391778804 501(C)(3) 73867 0 GENERAL SUPPORT & COVID ACTION FUND GRANTS JANESVILLE COMMUNITY DAY CARE CENTER INC 3103 RUGER AVE JANESVILLE WI 535461937 391101821 501(C)(3) 40754 0 GENERAL SUPPORT & COVID ACTION FUND GRANTS JANESVILLE MOBILIZING 4 CHANGE 316 S MAIN ST JANESVILLE WI 53545 814722314 501(C)(3) 12506 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) 28004 0 GENERAL SUPPORT RETIRED SENIOR VOLUNTEER PROGRAM OF ROCK COUNTY INC 2433 S RIVERSIDE DR LOT 1 BELOIT WI 535112477 391587220 501(C)(3) 17504 0 GENERAL SUPPORT & COVID ACTION FUND GRANTS STATELINE BOYS & GIRLS CLUBS INC 1851 MOORE ST BELOIT WI 535112866 390974673 501(C)(3) 134992 0 GENERAL SUPPORT STATELINE FAMILY YMCA OF BELOIT INC 1865 RIVERSIDE DR BELOIT WI 535113521 390806449 501(C)(3) 45589 0 GENERAL SUPPORT STATELINE LITERACY COUNCIL-BELOIT INC 1000 BLUFF ST BELOIT WI 535115167 391431930 501(C)(3) 36000 0 GENERAL SUPPORT THE SALVATION ARMY BELOIT 628 BROAD ST BELOIT WI 535116347 362167910 501(C)(3) 63188 0 GENERAL SUPPORT THE SALVATION ARMY JANESVILLE 514 SUTHERLAND AVE JANESVILLE WI 535452448 390806889 501(C)(3) 36250 0 GENERAL SUPPORT UNITED WAY OF DANE COUNTY INC PO BOX 7548 MADISON WI 537045367 390817532 501(C)(3) 25002 0 GENERAL SUPPORT YOUNG WOMEN'S CHRISTIAN ASSOCIATION OF ROCK COUNTY INC 1735 S WASHINGTON ST JANESVILLE WI 535466203 390808510 501(C)(3) 240057 0 GENERAL SUPPORT & COVID ACTION FUND GRANTS NAMI ROCK COUNTY INC 120 N CROSBY AVE JANESVILLE WI 53548 391409123 5006 0 GENERAL SUPPORT SPECIAL METHODS IN LEARNING EQUINE SKILLS INC N2666 COUNTY RD K DARIEN WI 531141463 391508173 501(C)(3) 5100 0 GENERAL SUPPORT 24 0 BOOKS FOR CHILDREN 63955 FMV BOOKS PART I, LINE 2: 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. X 440 COST OF DONATED PROP X 1 33989 SELLING PRICE OF DONATED 0 0 1 0 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS RECEIVED IN COLUMN B. 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.