UNITED WAY BLACKHAWK REGION INC: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- UNITED WAY BLACKHAWK REGION INC (EIN 39-6006734)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-07-11
- IRS object ID
- 201711929349300956
- Schema version
- 2016v3.0
- 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 | 2017-07-11T15:02:58-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 2110 LUANN LN | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 537133074 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | 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 NO 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 | PersonTitleTxt |
| Phone | 6087573040 | PhoneNum |
| Signature | 2017-07-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | YIGIT UCTUM CPA | PreparerPersonNm |
| PTIN | P01269549 | PTIN |
| Phone | 6082744020 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 97.91.110.18 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-07-10 | IPDt |
| IP Tm | 14:27:43 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | F5220C048E8F4764883E15D3AD23391DA5D6985E | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 38ADCCD4451C13DD10062D258D4F13D8E82D36F2 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | 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 NO 101 | AddressLine1Txt |
| City | JANESVILLE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 535453062 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,948,399 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.LIVEUNITEDBR.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1944 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | UNITED WAY BLACKHAWK REGION WORKS TO ADVANCE THE COMMON GOOD BY IMPROVING THE LIVES OF PEOPLE IN ROCK COUNTY, WISCONSIN, AND NORTHERN WINNEBAGO COUNTY, ILLINOIS. OUR GOAL IS TO CREATE LASTING CHANGE BY FOCUSING ON EDUCATION AND HEALTH--THE BUILDING BLOCKS FOR A GOOD LIFE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 24 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 24 | VotingMembersIndependentCnt |
| Total Employee | 8 | TotalEmployeeCnt |
| Total Volunteers | 1101 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,415,472 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,138,042 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $15,412 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $25,257 | CYProgramServiceRevenueAmt |
| PY Investment Income | $47,820 | PYInvestmentIncomeAmt |
| CY Investment Income | $151,667 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $2,478,704 | PYTotalRevenueAmt |
| CY Total Revenue | $2,314,966 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,020,711 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,851,866 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $324,086 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $340,046 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $231,164 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $188,580 | PYOtherExpensesAmt |
| CY Other Expenses | $210,625 | CYOtherExpensesAmt |
| PY Total Expenses | $2,533,377 | PYTotalExpensesAmt |
| CY Total Expenses | $2,402,537 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$54,673 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$87,571 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $5,493,922 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,399,054 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $133,738 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $154,513 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $5,360,184 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $5,244,541 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | IMPROVING LIVES BY MOBILIZING THE CARING POWER OF COMMUNITIES. WE FOCUS ON EDUCATION, INCOME, AND HEALTH BECAUSE THESE ARE THE BUILDING BLOCKS FOR A GOOD QUALITY OF LIFE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $685,291 | ExpenseAmt |
| Grant | $685,291 | GrantAmt |
| Desc | UNITED WAY BLACKHAWK REGION IS FOCUSED ON ENSUING INDIVIDUALS AND FAMILIES HAVE THEIR BASIC NEEDS MET AND ACHIEVE AND SUSTAIN SELF-SUFFICIENCY. IN 2016, WE ALLOCATED $685,291 TO 33 PROGRAMS THAT CONNECT PEOPLE WITH CRITICAL RESOURCES FOR EMERGENCY OR BASIC NEEDS; ASSIST IN IDENTIFYING AND OVERCOMING OBSTACLES/BARRIERS TO SELF-SUFFICIENCY; AND 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 | $633,787 | ExpenseAmt |
| Grant | $633,787 | GrantAmt |
| Desc | UNITED WAY BLACKHAWK REGION ENVISIONS A REGION WHERE CHILDREN AND YOUTH WILL HAVE SUPPORTIVE LEARNING AND DEVELOPMENT OPPORTUNITIES TO GROW AND BECOME RESPONSIBLE ADULTS. IN 2016, WE ALLOCATED $633,787 TO 28 PROGRAMS THAT SUPPORT CHILDREN AND YOUTH THROUGH EARLY LEARNING AND CARE SERVICES, BEFORE AND AFTER SCHOOL PROGRAM, CHARACTER AND LEADERSHIP DEVELOPMENT, AND RECREATIONAL EXPERIENCES; EMPHASIZE ACADEMIC SUCCESS FOR CHILDREN OF ALL AGES; AND 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 | $491,888 | ExpenseAmt |
| Grant | $491,888 | GrantAmt |
| Desc | UNITED WAY BLACKHAWK REGION SUPPORTS PROGRAMS TO HELP RESIDENTS OF ROCK COUNTY, WISCONSIN, AND NORTHERN WINNEBAGO COUNTY, ILLINOIS, TO ENJOY HEALTHY LIVES. IN 2016, WE ALLOCATED $491,888 TO 35 PROGRAMS THAT 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 | $162,341 | ExpenseAmt |
| Grant | $40,900 | GrantAmt |
| Revenue | $25,441 | RevenueAmt |
| Desc | UNITED WAY BLACKHAWK REGION 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 DEVELOP STRATEGIES AND PARTNERSHIPS TO ADDRESS THOSE ISSUES. UNITED WAY BLACKHAWK REGION ALSO FUNDS 2-1-1, AN ANONYMOUS HELPLINE TO CALL TO ACCESS AN EXTENSIVE DATABASE OF COMMUNITY RESOURCES. ADDITIONALLY, LOCAL NONPROFITS ARE ABLE TO RENT OFFICE SPACE OR MEETING SPACE IN THE UNITED WAY COMMUNITY SERVICES BUILDING AT A REDUCED RATE. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $162,341 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $40,900 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $25,441 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $1,973,307 | 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 |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| 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 | 6 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 8 | 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 24 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 24 | 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 | 0 | 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 | MARY FANNING-PENNY | 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 |
|---|---|---|---|---|---|---|
| JOHN SCHLEMMER | ||||||
| CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ALLEN IRGENZ | ||||||
| VICE CHAIR | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ALAN HULICK | ||||||
| SECRETARY | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| AMY LOKRANTZ | ||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ALLEN BREWER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BARB BORTNER | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| BELEM REGAN-GONZALEZ | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| DAVID HILLER | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| DENNIS PAULI | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| GEOFF RAND | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| JANETTE KLAEHN | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| JODEE GEORGE NIFONG | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| KAREN SCHULTE | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| LORI CURTIS LUTHER | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| LYNN GARDINIER | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| MARY FREDERICK | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| MATT REYNOLDS | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| MIKE O'BRIEN | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| PHIL SMITH | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| TED REHL | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| TOM MCCAWLEY | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| SCOTT HAGEDORN | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| SHERRI STUMPF | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| ABBY YOUNG | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| MARY FANNING-PENNY | ||||||
| PRESIDENT | 40.00 | Yes (X) | $91,553 | $0 | $5,493 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $91,553 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $5,493 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | 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 | $136,939 | FederatedCampaignsAmt |
| Government Grants | $4,000 | GovernmentGrantsAmt |
| All Other Contributions | $1,997,103 | AllOtherContributionsAmt |
| Noncash Contributions | $2,881 | NoncashContributionsAmt |
| Total Contributions | $2,138,042 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| RENTAL INCOME | 531120 | $16,965 | $16,965 |
| OTHER PROGRAM SERVICES | 624190 | $5,766 | $5,766 |
| PROCESSING FEES | 518210 | $2,526 | $2,526 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $25,257 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $55,689 | TotalRevenueColumnAmt |
| Exclusion | $55,689 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $729,411 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $633,433 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $95,978 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $95,978 | TotalRevenueColumnAmt |
| Exclusion | $95,978 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,314,966 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $25,257 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $151,667 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,851,866 | TotalAmt |
| Program Services | $1,851,866 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $97,046 | TotalAmt |
| Program Services | $23,291 | ProgramServicesAmt |
| Management And General | $30,084 | ManagementAndGeneralAmt |
| Fundraising | $43,671 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $199,025 | TotalAmt |
| Program Services | $47,766 | ProgramServicesAmt |
| Management And General | $61,698 | ManagementAndGeneralAmt |
| Fundraising | $89,561 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,056 | TotalAmt |
| Program Services | $2,414 | ProgramServicesAmt |
| Management And General | $3,117 | ManagementAndGeneralAmt |
| Fundraising | $4,525 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,077 | TotalAmt |
| Program Services | $2,046 | ProgramServicesAmt |
| Management And General | $6,195 | ManagementAndGeneralAmt |
| Fundraising | $3,836 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,842 | TotalAmt |
| Program Services | $5,242 | ProgramServicesAmt |
| Management And General | $6,771 | ManagementAndGeneralAmt |
| Fundraising | $9,829 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $345 | TotalAmt |
| Management And General | $345 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,000 | TotalAmt |
| Management And General | $11,000 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,862 | TotalAmt |
| Management And General | $12,862 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,754 | TotalAmt |
| Management And General | $26,582 | ManagementAndGeneralAmt |
| Fundraising | $5,172 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,417 | TotalAmt |
| Program Services | $7,974 | ProgramServicesAmt |
| Management And General | $322 | ManagementAndGeneralAmt |
| Fundraising | $9,121 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,624 | TotalAmt |
| Program Services | $3,517 | ProgramServicesAmt |
| Management And General | $4,402 | ManagementAndGeneralAmt |
| Fundraising | $6,705 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,586 | TotalAmt |
| Program Services | $3,400 | ProgramServicesAmt |
| Management And General | $4,597 | ManagementAndGeneralAmt |
| Fundraising | $6,589 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,242 | TotalAmt |
| Program Services | $5,097 | ProgramServicesAmt |
| Management And General | $6,585 | ManagementAndGeneralAmt |
| Fundraising | $9,560 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,493 | TotalAmt |
| Program Services | $261 | ProgramServicesAmt |
| Management And General | $828 | ManagementAndGeneralAmt |
| Fundraising | $1,404 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,325 | TotalAmt |
| Program Services | $5,613 | ProgramServicesAmt |
| Management And General | $2,322 | ManagementAndGeneralAmt |
| Fundraising | $13,390 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,134 | TotalAmt |
| Program Services | $6,979 | ProgramServicesAmt |
| Management And General | $10,056 | ManagementAndGeneralAmt |
| Fundraising | $13,099 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,381 | TotalAmt |
| Program Services | $6,571 | ProgramServicesAmt |
| Management And General | $8,488 | ManagementAndGeneralAmt |
| Fundraising | $12,322 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,231 | TotalAmt |
| Program Services | $1,016 | ProgramServicesAmt |
| Management And General | $1,311 | ManagementAndGeneralAmt |
| Fundraising | $1,904 | FundraisingAmt |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,231 | TotalAmt |
| Program Services | $254 | ProgramServicesAmt |
| Management And General | $501 | ManagementAndGeneralAmt |
| Fundraising | $476 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,402,537 | TotalAmt |
| Program Services | $1,973,307 | ProgramServicesAmt |
| Management And General | $198,066 | ManagementAndGeneralAmt |
| Fundraising | $231,164 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $882,590 | BOYAmt |
| EOY | $908,675 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $979,027 | BOYAmt |
| EOY | $1,017,056 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,361,181 | BOYAmt |
| EOY | $1,145,904 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,337 | BOYAmt |
| EOY | $4,404 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $820,614 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $502,301 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $340,551 | BOYAmt |
| EOY | $318,313 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,286,840 | BOYAmt |
| EOY | $1,357,770 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $634,396 | BOYAmt |
| EOY | $646,932 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,493,922 | BOYAmt |
| EOY | $5,399,054 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,127 | BOYAmt |
| EOY | $18,577 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $119,611 | BOYAmt |
| EOY | $135,936 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $133,738 | BOYAmt |
| EOY | $154,513 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,794,339 | BOYAmt |
| EOY | $2,944,406 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,727,675 | BOYAmt |
| EOY | $1,454,506 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $838,170 | BOYAmt |
| EOY | $845,629 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,360,184 | BOYAmt |
| EOY | $5,244,541 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,493,922 | BOYAmt |
| EOY | $5,399,054 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$87,571 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$40,607 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $12,536 | 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 | $4,440,965 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,261,686 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,741,652 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,415,472 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,138,042 | CurrentTaxYearAmt |
| Total | $13,997,817 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,440,965 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,261,686 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,741,652 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,415,472 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,138,042 | CurrentTaxYearAmt |
| Total | $13,997,817 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $13,997,817 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $40,674 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $115,440 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $80,970 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $25,712 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $55,689 | CurrentTaxYearAmt |
| Total | $318,485 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $14,316,302 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $40,853 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.97780 | PublicSupportCY170Pct |
| Public Support PY170 | 0.98030 | 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 | $1,286,840 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $83,792 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $12,862 | AdministrativeExpensesAmt |
| End Year Balance | $1,357,770 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,316,368 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$16,654 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $12,874 | AdministrativeExpensesAmt |
| End Year Balance | $1,286,840 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,238,932 | BeginningYearBalanceAmt |
| Contributions | $22,577 | ContributionsAmt |
| Investment Earnings Or Losses | $67,467 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $12,608 | AdministrativeExpensesAmt |
| End Year Balance | $1,316,368 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,004,593 | BeginningYearBalanceAmt |
| Contributions | $39,836 | ContributionsAmt |
| Investment Earnings Or Losses | $205,437 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $10,934 | AdministrativeExpensesAmt |
| End Year Balance | $1,238,932 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributions | $943,722 | ContributionsAmt |
| Investment Earnings Or Losses | $70,562 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $9,691 | AdministrativeExpensesAmt |
| End Year Balance | $1,004,593 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.66220 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.21250 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.12530 | 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 | $687,392 | OtherCostOrOtherBasisAmt |
| Depreciation | $445,650 | DepreciationAmt |
| Book Value | $241,742 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $38,670 | OtherCostOrOtherBasisAmt |
| Depreciation | $33,798 | DepreciationAmt |
| Book Value | $4,872 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $22,852 | OtherCostOrOtherBasisAmt |
| Depreciation | $22,853 | DepreciationAmt |
| Book Value | -$1 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $318,313 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| BENEFICIAL INTEREST IN ASSETS HELD BY COMMUNITY FOUNDATION OF SOUTHERN WISCO | $89,790 |
| BENEFICIAL INTEREST IN PERPETUAL TRUST | $557,142 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $646,932 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO DESIGNATED AGENCIES | Desc |
| Amt | $135,936 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $135,936 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $2,246,856 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$40,607 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $36,249 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | -$63,751 | OtherRevenueAmt |
| Revenue Not Reported | -$68,109 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,314,965 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $2,314,965 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,362,499 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $36,249 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $36,249 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,326,250 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $12,862 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $63,425 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $76,287 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,402,537 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE ORGANIZATION HAS ADOPTED INVESTMENT POLICIES FOR ENDOWMENT ASSETS THAT ATTTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS SUPPORTED THROUGH THE ENDOWMENT WHILE SEEKING TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | DESIGNATIONS TO OTHER UNITED WAYS AND AGENCIES -63,425. CHANGE IN BENEFICIAL INTEREST IN ASSETS HELD BY COMMUNITY FOUNDATION OF SOUT 5,077. CHANGE IN BENEFICIAL INTEREST IN PERPETUAL TRUST 7,459. INVESTMENT MANAGEMENT FEES REPORTED ON FORM 990, PART IX, LINE 11F -12,862. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | DESIGNATIONS TO OTHER UNITED WAYS AND AGENCIES 63,425. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (37 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| AMERICAN RED CROSS BADGER CHAPTER | |||||||
| 211 N PARKER DR | JANESVILLE | WI | 535453021 | 530196605 | 501(C)(3) | $75,000 | GENERAL SUPPORT |
| BELOIT MEALS ON WHEELS INC | |||||||
| 424 COLLEGE ST | BELOIT | WI | 535116310 | 391375390 | 501(C)(3) | $58,600 | GENERAL SUPPORT |
| BIG BROTHERS BIG SISTERS OF ROCK WALWORTH AND JEFFERSON COUNTIES INC | |||||||
| 1239 E HUEBBE PKWY | BELOIT | WI | 535111711 | 391132693 | 501(C)(3) | $40,000 | GENERAL SUPPORT |
| BOYS & GIRLS CLUB OF JANESVILLE INC | |||||||
| 200 W COURT ST | JANESVILLE | WI | 535483886 | 391645796 | 501(C)(3) | $50,000 | GENERAL SUPPORT |
| CATHOLIC CHARITIES INC DIOCESE OF MADISON | |||||||
| 2020 E MILWAUKEE ST STE 9 | JANESVILLE | WI | 535452600 | 390807067 | 501(C)(3) | $68,668 | GENERAL SUPPORT |
| CHILDREN'S SERVICE SOCIETY OF WISCONSIN | |||||||
| 2020 E MILWAUKEE ST STE 5 | JANESVILLE | WI | 535452600 | 390806380 | 501(C)(3) | $14,806 | GENERAL SUPPORT |
| COMMUNITY ACTION INC OF ROCK AND WALWORTH COUNTIES | |||||||
| 20 ECLIPSE CTR | BELOIT | WI | 535113550 | 391052077 | 501(C)(3) | $10,000 | GENERAL SUPPORT |
| COMMUNITY ACTION INC OF ROCK AND WALWORTH COUNTIES | |||||||
| 20 ECLIPSE CTR | BELOIT | WI | 535113550 | 391052077 | 501(C)(3) | $171,500 | GENERAL SUPPORT |
| EDGERTON COMMUNITY OUTREACH INC | |||||||
| 106 S MAIN ST | EDGERTON | WI | 535342026 | 391618796 | 501(C)(3) | $30,500 | GENERAL SUPPORT |
| ENERGY SERVICES INC | |||||||
| 118 ECLIPSE CTR | BELOIT | WI | 535113551 | 391443614 | 501(C)(3) | $20,000 | GENERAL SUPPORT |
| EPILEPSY FOUNDATION HEART OF WISCONSIN INC | |||||||
| 205 N MAIN ST STE 106 | JANESVILLE | WI | 535453062 | 391370658 | 501(C)(3) | $7,500 | GENERAL SUPPORT |
| EVERYONE COOPERATING TO HELP OTHERS INC | |||||||
| 65 S HIGH ST | JANESVILLE | WI | 535483842 | 391222279 | 501(C)(3) | $25,000 | GENERAL SUPPORT |
| FAMILY RESPITE CARE SERVICES INC | |||||||
| 1038 MOORE ST | BELOIT | WI | 535115042 | 202938113 | 501(C)(3) | $11,000 | GENERAL SUPPORT |
| FAMILY SERVICES OF SOUTHERN WISCONSIN AND NORTHERN ILLINOIS INC | |||||||
| 416 COLLEGE ST | BELOIT | WI | 535116310 | 390833966 | 501(C)(3) | $223,000 | GENERAL SUPPORT |
| GIRL SCOUTS OF WISCONSIN - BADGERLAND COUNCIL INC | |||||||
| 1201 BIG HILL CT | BELOIT | WI | 535111501 | 390806331 | 501(C)(3) | $41,000 | GENERAL SUPPORT |
| GLACIER'S EDGE COUNCIL INC BOY SCOUTS OF AMERICA | |||||||
| 2300 E RACINE ST | JANESVILLE | WI | 535464368 | 861145168 | 501(C)(3) | $42,000 | GENERAL SUPPORT |
| HANDS OF FAITH OF BELOIT INC | |||||||
| 737 BLUFF ST | BELOIT | WI | 535115350 | 392035122 | 501(C)(3) | $18,500 | GENERAL SUPPORT |
| HEALTHNET OF ROCK COUNTY INC | |||||||
| 23 W MILWAUKEE ST | JANESVILLE | WI | 535482981 | 391778804 | 501(C)(3) | $59,500 | GENERAL SUPPORT |
| INDEPENDENT DISABILITY SERVICES INC | |||||||
| 2100 E MILWAUKEE ST STE L14 | JANESVILLE | WI | 535452182 | 391396082 | 501(C)(3) | $25,000 | GENERAL SUPPORT |
| JANESVILLE COMMUNITY DAY CARE CENTER INC | |||||||
| 3103 RUGER AVE | JANESVILLE | WI | 535461937 | 391101821 | 501(C)(3) | $37,375 | GENERAL SUPPORT |
| KANDU INDUSTRIES INC | |||||||
| 1741 ADEL ST | JANESVILLE | WI | 535462945 | 391023165 | 501(C)(3) | $13,000 | GENERAL SUPPORT |
| LUTHERAN SOCIAL SERVICES OF WISCONSIN AND UPPER MICHIGAN INC | |||||||
| 612 N RANDALL AVE STE A | JANESVILLE | WI | 535451958 | 390816846 | 501(C)(3) | $31,800 | GENERAL SUPPORT |
| MERRILL COMMUNITY CENTER INC | |||||||
| 1428 WISCONSIN AVE | BELOIT | WI | 535114564 | 391761532 | 501(C)(3) | $57,417 | GENERAL SUPPORT |
| NUTRITION AND HEALTH ASSOCIATES INC | |||||||
| 32 E RACINE ST | JANESVILLE | WI | 535454822 | 930848480 | 501(C)(3) | $10,500 | GENERAL SUPPORT |
| RETIRED SENIOR VOLUNTEER PROGRAM OF ROCK COUNTY INC | |||||||
| 2433 S RIVERSIDE DR LOT 1 | BELOIT | WI | 535112477 | 391587220 | 501(C)(3) | $56,849 | GENERAL SUPPORT |
| ROCK COMMUNITIES YOUTH NETWORK INC | |||||||
| 205 N MAIN ST STE 102 | JANESVILLE | WI | 535453062 | 270957843 | 501(C)(3) | $15,000 | GENERAL SUPPORT |
| SENIOR SERVICES OF ROCK COUNTY INC | |||||||
| 1621 PLAINFIELD AVE | JANESVILLE | WI | 535450296 | 391419850 | 501(C)(3) | $21,500 | GENERAL SUPPORT |
| SPECIAL METHODS IN LEARNING EQUINE SKILLS INC | |||||||
| N2666 COUNTY ROAD K | DARIEN | WI | 531141463 | 391508173 | 501(C)(3) | $26,000 | GENERAL SUPPORT |
| STATELINE BOYS & GIRLS CLUBS INC | |||||||
| 1851 MOORE ST | BELOIT | WI | 535112866 | 390974673 | 501(C)(3) | $140,000 | GENERAL SUPPORT |
| STATELINE FAMILY YMCA OF BELOIT INC | |||||||
| 1865 RIVERSIDE DR | BELOIT | WI | 535113521 | 390806449 | 501(C)(3) | $59,617 | GENERAL SUPPORT |
| STATELINE LITERACY COUNCIL-BELOIT INC | |||||||
| 1000 BLUFF ST | BELOIT | WI | 535115167 | 391431930 | 501(C)(3) | $30,975 | GENERAL SUPPORT |
| THE LITERACY CONNECTION INC | |||||||
| 20 S MAIN ST STE 5 | JANESVILLE | WI | 535453959 | 237154117 | 501(C)(3) | $28,000 | GENERAL SUPPORT |
| THE SALVATION ARMY | |||||||
| 628 BROAD ST | BELOIT | WI | 535116347 | 362167910 | 501(C)(3) | $94,000 | GENERAL SUPPORT |
| THE SALVATION ARMY | |||||||
| 514 SUTHERLAND AVE | JANESVILLE | WI | 535452448 | 390806889 | 501(C)(3) | $46,600 | GENERAL SUPPORT |
| UNITED WAY OF DANE COUNTY INC | |||||||
| 2059 ATWOOD AVE | MADISON | WI | 537045388 | 390817532 | 501(C)(3) | $25,000 | GENERAL SUPPORT |
| YMCA OF NORTHERN ROCK COUNTY INC | |||||||
| 221 DODGE ST | JANESVILLE | WI | 535483885 | 390806368 | 501(C)(3) | $15,775 | GENERAL SUPPORT |
| YOUNG WOMEN'S CHRISTIAN ASSOCIATION OF ROCK COUNTY INC | |||||||
| 1735 S WASHINGTON ST | JANESVILLE | WI | 535466203 | 390808510 | 501(C)(3) | $122,650 | GENERAL SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 37 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | UNITED WAY'S PROGRAM 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 STABILITY, EVIDENCE OF NEED FOR THE PROGRAM IN THE COMMUNITY, CLIENT OUTCOMES, AND COMPLIANCE WITH NECESSARY REGULATIONS. UNITED WAY VOLUNTEERS MAKE FINAL FUNDING DECISIONS AND STAFF MONITOR COMPLIANCE THROUGHOUT THE YEAR. | 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 DIRECTOR OF FINANCE AND ADMINISTRATION AND THE EXECUTIVE DIRECTOR. THE RETURN IS ALSO REVIEWED BY MEMBERS OF THE GOVERNING BODY AT A REGULARLY SCHEDULED MEETING BEFORE THE RETURN IS FILED WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL DIRECTORS AND OFFICERS AND COMMITTEE VOLUNTEERS ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST FORM ANNUALLY. THE PRESIDENT REVIEWS 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 15A | THE EXECUTIVE DIRECTOR AND ANY OFFICERS OR KEY EMPLOYEES ARE COVERED UNDER UNITED WAY BLACKHAWK REGION'S EMPLOYEE POLICIES AND PROCEDURES. THE EXECUTIVE COMMITTEE OF THE GOVERNING BODY CONDUCTS AN ANNUAL REVIEW OF THE PRESIDENT AND REPORTS A RECOMMENDATION TO THE GOVERNING BODY FOR APPROVAL AS APPROPRIATE WITHIN THE APPROVED BUDGET. THE PRESIDENT EVALUATES AND DETERMINES COMPENSATION CHANGES FOR OTHER OFFICERS AND KEY STAFF. RESEARCH FROM UNITED WAY WORLDWIDE IS USED TO OBTAIN COMPARABLE COMPENSATION INFORMATION. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | CHANGE IN BENEFICIAL INTEREST IN ASSETS HELD BY COMMUNITY FOUNDATION OF SOU 5,077. CHANGE IN BENEFICIAL INTEREST IN PERPETUAL TRUST 7,459. |