2016-06-23T15:45:33-05:00 2015-12-31 390974031 WEGNER CPAS LLP 2110 LUANN LN MADISON WI 537133074 990 2015-01-01 396006734 UNITED WAY BLACKHAWK REGION INC UNIT 6087573040 205 N MAIN ST NO 101 JANESVILLE WI 535453062 MARY FANNING-PENNY PRESIDENT 6087573040 2016-06-22 1 GLENN MILLER CPA P00086726 6082744020 2015 2016-09-27 15:27:22Z MARY FANNING-PENNY 205 N MAIN ST NO 101 JANESVILLE WI 535453062 2560725 0 X WWW.LIVEUNITEDBR.ORG X 1944 WI 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. 25 25 8 987 0 0 2741652 2415472 18273 15412 80970 47820 2496 0 2843391 2478704 1988999 2020711 0 0 342672 324086 0 0 188929 185282 188580 2516953 2533377 326438 -54673 5645108 5493922 155034 133738 5490074 5360184 X 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. 0 0 534645 534645 UNITED WAY BLACKHAWK REGION SUPPORTS PROGRAMS TO HELP RESIDENTS OF ROCK COUNTY, WISCONSIN, AND NORTHERN WINNEBAGO COUNTY, ILLINOIS, TO ENJOY HEALTHY LIVES. IN 2015, WE ALLOCATED $534,645 TO 33 PROGRAMS THAT INCREASE AWARENESS AND ACCESS TO HEALTHCARE RESOURCES AND PROMOTE HEALTHY LIVES THROUGH EDUCATION AND ACTIVITIES. 674387 674387 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 2015, WE ALLOCATED $674,387 TO 30 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. 751968 751968 UNITED WAY BLACKHAWK REGION IS FOCUSED ON ENSUING INDIVIDUALS AND FAMILIES HAVE THEIR BASIC NEEDS MET AND ACHIEVE AND SUSTAIN SELF-SUFFICIENCY. IN 2015, WE ALLOCATED $751,968 TO 34 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. 171978 59711 15412 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. 171978 59711 15412 2132978 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 3 0 8 1 0 0 0 0 0 0 0 0 0 0 X 25 25 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 IL WI X X MARY FANNING-PENNY 6087573040 205 N MAIN ST STE 101 JANESVILLE WI 535453062 PHIL SMITH CHAIR 1.00 X X 0 0 0 JOHN SCHLEMMER VICE CHAIR 1.00 X X 0 0 0 ALLEN IRGENS SECRETARY 1.00 X X 0 0 0 AMY LOKRANTZ TREASURER 1.00 X X 0 0 0 LYNN GARDINIER DIRECTOR 1.00 X 0 0 0 MARY FREDERICK DIRECTOR 0.50 X 0 0 0 BARB BORTNER DIRECTOR 0.50 X 0 0 0 ALLEN BREWER DIRECTOR 0.50 X 0 0 0 JODEE GEORGE DIRECTOR 0.50 X 0 0 0 DAVID HILLER DIRECTOR 0.50 X 0 0 0 JANETTE KLAEHN DIRECTOR 0.50 X 0 0 0 TOM MCCAWLEY DIRECTOR 0.50 X 0 0 0 MIKE O'BRIEN DIRECTOR 0.50 X 0 0 0 DR DENNIS PAULI DIRECTOR 0.50 X 0 0 0 GEOFF RAND DIRECTOR 0.50 X 0 0 0 BELEM REGAN-GONZALEZ DIRECTOR 0.50 X 0 0 0 TED REHL DIRECTOR 0.50 X 0 0 0 MATT REYNOLDS DIRECTOR 0.50 X 0 0 0 KAREN SCHULTE DIRECTOR 0.50 X 0 0 0 SHERRI STUMPF DIRECTOR 0.50 X 0 0 0 DAVID SWARTZENTRUBER DIRECTOR 0.50 X 0 0 0 ALAN HULICK DIRECTOR 0.50 X 0 0 0 DAN PICHE DIRECTOR 0.50 X 0 0 0 CATHY POLLARD DIRECTOR 0.50 X 0 0 0 DONNA SYKORA DIRECTOR 0.50 X 0 0 0 MARY FANNING-PENNY PRESIDENT 40.00 X 90733 0 7288 90733 0 7288 0 0 0 0 0 154778 4000 2256694 331 2415472 RENTAL INCOME 531120 11926 11926 PROCESSING FEES 518210 2577 2577 OTHER PROGRAM SERVICES 624190 909 909 15412 25712 25712 104129 82021 22108 22108 22108 2478704 15412 0 47820 2020711 2020711 98021 24241 38483 35297 169258 32576 63279 73403 9795 1877 3659 4259 27469 3517 16958 6994 19543 4135 7434 7974 284 284 16699 16699 12874 12874 7383 3018 4365 18699 11394 1403 5902 16504 3089 6874 6541 13142 2686 5205 5251 21492 4547 8176 8769 2896 672 818 1406 19378 12035 1558 5785 28276 5666 10914 11696 24662 5219 9381 10062 4463 260 3701 502 1828 353 752 723 2533377 2132978 211470 188929 812515 882590 978325 979027 1559217 1361181 7063 9337 815470 474919 325716 340551 1316368 1286840 645904 634396 5645108 5493922 14655 14127 140379 119611 155034 133738 X 2745374 2794339 1897047 1727675 847653 838170 5490074 5360184 5645108 5493922 X -54673 -63709 -11508 X 0 1 X 1 0 X 1249883 4440965 2261686 2741652 2415472 13109658 1249883 4440965 2261686 2741652 2415472 13109658 13109658 511 40674 115440 80970 25712 263307 13372965 15412 0.98030 0.98000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1316368 -16654 12874 1286840 1238932 22577 67467 12608 1316368 1004593 39836 205437 10934 1238932 943722 70562 9691 1004593 0.66180 0.22420 0.11400 0 0 71700 71700 682248 423601 258647 38670 28594 10076 22852 22724 128 340551 BENEFICIAL INTEREST IN ASSETS HELD BY COMMUNITY FOUNDATION OF SOUTHERN WISCO 84713 BENEFICIAL INTEREST IN PERPETUAL TRUST 549683 634396 DUE TO DESIGNATED AGENCIES 119611 119611 2362431 -63709 74577 -114267 -103399 2465830 12874 12874 2478704 2492321 74577 74577 2417744 12874 102759 115633 2533377 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 -102,759. CHANGE IN BENEFICIAL INTEREST IN ASSETS HELD BY COMMUNITY FOUNDATION OF SOUT -2,025. CHANGE IN BENEFICIAL INTEREST IN PERPETUAL TRUST -9,483. PART XII, LINE 4B - OTHER ADJUSTMENTS: DESIGNATIONS TO OTHER UNITED WAYS AND AGENCIES 102,759. 1 AMERICAN RED CROSS BADGER CHAPTER 211 N PARKER DR JANESVILLE WI 535453021 530196605 501(C)(3) 75000 GENERAL SUPPORT BELOIT MEALS ON WHEELS INC 424 COLLEGE ST BELOIT WI 535116310 391375390 501(C)(3) 55000 GENERAL SUPPORT BELOIT REGIONAL HOSPICE INC 655 3RD ST STE 200 BELOIT WI 535116268 391420944 501(C)(3) 23500 GENERAL SUPPORT BIG BROTHERS BIG SISTERS OF ROCK WALWORTH AND JEFFERSON COUNTIES INC 1239 E HUEBBE PKWY BELOIT WI 535111711 391132693 501(C)(3) 64000 GENERAL SUPPORT BOYS & GIRLS CLUB OF JANESVILLE INC 200 W COURT ST JANESVILLE WI 535483886 391645796 501(C)(3) 45500 GENERAL SUPPORT CATHOLIC CHARITIES INC DIOCESE OF MADISON 2020 E MILWAUKEE ST STE 9 JANESVILLE WI 535452600 390807067 501(C)(3) 68813 GENERAL SUPPORT CHILDREN'S SERVICE SOCIETY OF WISCONSIN 2020 E MILWAUKEE ST STE 5 JANESVILLE WI 535452600 390806380 501(C)(3) 13696 GENERAL SUPPORT COMMUNITY ACTION INC OF ROCK AND WALWORTH COUNTIES 20 ECLIPSE CTR BELOIT WI 535113550 391052077 501(C)(3) 171500 GENERAL SUPPORT EDGERTON COMMUNITY OUTREACH INC 106 S MAIN ST EDGERTON WI 535342026 391618796 501(C)(3) 17375 GENERAL SUPPORT ENERGY SERVICES INC 118 ECLIPSE CTR BELOIT WI 535113551 391443614 501(C)(3) 20000 GENERAL SUPPORT EPILEPSY FOUNDATION HEART OF WISCONSIN INC 205 N MAIN ST STE 106 JANESVILLE WI 535453062 391370658 501(C)(3) 6800 GENERAL SUPPORT EVERYONE COOPERATING TO HELP OTHERS INC 65 S HIGH ST JANESVILLE WI 535483842 391222279 501(C)(3) 20000 GENERAL SUPPORT FAMILY RESPITE CARE SERVICES INC 1038 MOORE ST BELOIT WI 535115042 202938113 501(C)(3) 10500 GENERAL SUPPORT FAMILY SERVICES OF SOUTHERN WISCONSIN AND NORTHERN ILLINOIS INC 416 COLLEGE ST BELOIT WI 535116310 390833966 501(C)(3) 243000 GENERAL SUPPORT GIRL SCOUTS OF WISCONSIN - BADGERLAND COUNCIL INC 1201 BIG HILL CT BELOIT WI 535111501 390806331 501(C)(3) 40000 GENERAL SUPPORT GLACIER'S EDGE COUNCIL INC BOY SCOUTS OF AMERICA 2300 E RACINE ST JANESVILLE WI 535464368 861145168 501(C)(3) 42000 GENERAL SUPPORT HANDS OF FAITH OF BELOIT INC 737 BLUFF ST BELOIT WI 535115350 392035122 501(C)(3) 18500 GENERAL SUPPORT HEALTHNET OF ROCK COUNTY INC 23 W MILWAUKEE ST JANESVILLE WI 535482981 391778804 501(C)(3) 53500 GENERAL SUPPORT INDEPENDENT DISABILITY SERVICES INC 2100 E MILWAUKEE ST STE L14 JANESVILLE WI 535452182 391396082 501(C)(3) 20000 GENERAL SUPPORT JANESVILLE COMMUNITY DAY CARE CENTER INC 3103 RUGER AVE JANESVILLE WI 535461937 391101821 501(C)(3) 43000 GENERAL SUPPORT KANDU INDUSTRIES INC 1741 ADEL ST JANESVILLE WI 535462945 391023165 501(C)(3) 11000 GENERAL SUPPORT LUTHERAN SOCIAL SERVICES OF WISCONSIN AND UPPER MICHIGAN INC 612 N RANDALL AVE STE A JANESVILLE WI 535451958 390816846 501(C)(3) 42200 GENERAL SUPPORT MERRILL COMMUNITY CENTER INC 1428 WISCONSIN AVE BELOIT WI 535114564 391761532 501(C)(3) 75000 GENERAL SUPPORT NUTRITION AND HEALTH ASSOCIATES INC 32 E RACINE ST JANESVILLE WI 535454822 930848480 501(C)(3) 10500 GENERAL SUPPORT RETIRED SENIOR VOLUNTEER PROGRAM OF ROCK COUNTY INC 2433 S RIVERSIDE DR LOT 1 BELOIT WI 535112477 391587220 501(C)(3) 56849 GENERAL SUPPORT ROCK COMMUNITIES YOUTH NETWORK INC 205 N MAIN ST STE 102 JANESVILLE WI 535453062 270957843 501(C)(3) 11000 GENERAL SUPPORT SENIOR SERVICES OF ROCK COUNTY INC 1621 PLAINFIELD AVE JANESVILLE WI 535450296 391419850 501(C)(3) 21500 GENERAL SUPPORT SPECIAL METHODS IN LEARNING EQUINE SKILLS INC N2666 COUNTY ROAD K DARIEN WI 531141463 391508173 501(C)(3) 25000 GENERAL SUPPORT STATELINE BOYS & GIRLS CLUBS INC 1851 MOORE ST BELOIT WI 535112866 390974673 501(C)(3) 125000 GENERAL SUPPORT STATELINE FAMILY YMCA OF BELOIT INC 1865 RIVERSIDE DR BELOIT WI 535113521 390806449 501(C)(3) 58741 GENERAL SUPPORT STATELINE LITERACY COUNCIL-BELOIT INC 1000 BLUFF ST BELOIT WI 535115167 391431930 501(C)(3) 61477 GENERAL SUPPORT THE LITERACY CONNECTION INC 20 S MAIN ST STE 5 JANESVILLE WI 535453959 237154117 501(C)(3) 31500 GENERAL SUPPORT THE SALVATION ARMY 628 BROAD ST BELOIT WI 535116347 362167910 501(C)(3) 89000 GENERAL SUPPORT THE SALVATION ARMY 514 SUTHERLAND AVE JANESVILLE WI 535452448 362167910 501(C)(3) 60000 GENERAL SUPPORT UNITED WAY OF DANE COUNTY INC 2059 ATWOOD AVE MADISON WI 537045388 390817532 501(C)(3) 17024 GENERAL SUPPORT UNITED WAY OF DANE COUNTY INC 2059 ATWOOD AVE MADISON WI 537045388 390817532 501(C)(3) 25000 GENERAL SUPPORT UNITED WAY OF GREATER MCHENRY COUNTY INC 4508 PRIME PKWY MCHENRY IL 600507004 366147909 501(C)(3) 10583 GENERAL SUPPORT UNITED WAY OF GREATER MILWAUKEE & WAUKESHA COUNTY INC 225 W VINE ST MILWAUKEE WI 532123935 390806190 501(C)(3) 7104 GENERAL SUPPORT VOLUNTARY ACTION CENTER INC 611 E GRAND AVE STE 2B BELOIT WI 535116399 391132087 501(C)(3) 55000 GENERAL SUPPORT YMCA OF NORTHERN ROCK COUNTY INC 221 DODGE ST JANESVILLE WI 535483885 390806368 501(C)(3) 15775 GENERAL SUPPORT YOUNG WOMEN'S CHRISTIAN ASSOCIATION OF ROCK COUNTY INC 1735 S WASHINGTON ST JANESVILLE WI 535466203 390808510 501(C)(3) 133154 GENERAL SUPPORT 41 PART I, LINE 2: UNITED WAY'S PROGRAM ALLOCATIONS ARE ORIGINALLY DETERMINED BASED ON THE SUCCESS OF THE CURRENT YEAR'S CAMPAIGN. AFTER AN OVERALL AMOUNT IF 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. FORM 990, PART VI, SECTION B, LINE 11 THE PREPARED FORM 990 IS INITIALLY REVIEWED BY THE DIRECTOR OF FINANCE AND ADMINISTRATION AND THE EXECUTIVE DIRECTOR. THE FORM 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 -2,025. CHANGE IN BENEFICIAL INTEREST IN PERPETUAL TRUST -9,483.