2012-06-26T11:10:44-07:00 2011-12-31 990 2011-01-01 396006734 UNITED WAY OF NORTH ROCK COUNTY INC UNIT 6087573040 205 N Main Street Ste 101 Janesville WI 53545 Ronald K Ochs 6087573040 2012-06-26 2011 2016-02-24 21:20:13Z Ronald K Ochs 205 N Main Street Ste 101 Janesville WI 53545 1294419 0 X www.uwnrc.org X 1944 WI United Way of North Rock County is dedicated to advancing the common good by improving the lives of people in north Rock County. Our goal is to create long-lasting changes that prevent problems from happening in the first place by investing in Education, Income, Health and Families. United Way is bringing "Live United" to life so all can give, advocate, and volunteer in support of the impact areas Education, Income, Health and Families. 17 16 8 960 0 0 1267573 1249883 27875 27451 888 511 21677 16574 1318013 1294419 814716 808551 0 0 349087 297888 0 0 103992 132187 124696 1295990 1231135 22023 63284 1793032 1841387 102030 89571 1691002 1751816 Mobilizing our communities, improving lives. We focus on Education, Income, Health and Families because these are the building blocks for a good quality of life. 0 0 816664 808551 27451 COMMUNITY IMPACT - United Way of North Rock County is an organization focused on improving the lives of people in the areas of Education, Income, Health and Families. United Way can have the greatest impact on our communities by being strategic and deliberate in how we work. Community Impact work includes all activities associated with identifying community needs and ways to meet those needs; working with community partners by serving on local task forces and coalitions; facilitating a grant process that is results oriented and based on meeting community needs; and partnering with the University of Wisconsin Rock County to bring program outcome evaluation workshops to local non profit organizations in Rock County. In 2011, United Way continued to respond to changing economic times in Rock County by increasing the capacity of programs that focus on credit counseling, foreclosure prevention, and access to information and referral. Community involvement has been critical in 2011 through participation and involvement in local task forces and collaborations: CORD (Collaborative Organizations Responding to Dislocation), Diversity Action Team, HEAT (Homeless Education Action Team), HITF (Homeless Intervention Task Force), Project 1649 - Services to Homeless Youth, Rock County Community Partnership for Older Adults, University of Wisconsin Rock County Campus - program outcomes evaluation workshops for Rock County non-profit organizations, Volunteer Coordinators Network of Rock County, YES (Youth Emotional Stability) in Rock County 56207 0 FIRST CALL - is a free and confidential comprehensive information and referral program for Rock County and the Stateline area. First Call is a joint program of Stateline United Way and United Way of North Rock County. First Call provides easy access to individuals looking for essential human services. In 2011, First Call responded to 3,692 calls, identified 5,130, made 9,149 program referrals and tracked 117,549 website hits. First Call produces a variety of specialized directories such as the Food Resource Guide; Support Manual; Help for Hard Times; Hispanic Directory; Youth Yellow Pages; Services Available by City; and Military Guide. In an effort to reduce unmet needs, First Call operates Rock Responds - an email List serve that connects service providers and businesses to meet unmet needs of low income individuals and families in Rock County. In 2011, Rock Responds posted 113 Community Service Announcements; 133 items to be given away of which 73% were claimed; and posted 498 needs from service provides of which 68% were met. Items exchanged include furniture, appliances, clothing, household goods, etc. In 2011 First Call tracked 3,280 volunteer hours. 61327 0 0 VOLUNTEER NETWORK - strengthens our communities by partnering with agencies to meet community needs. We recruit volunteers, promote and recognize volunteerism and provide assistance to agencies, businesses, school and organizations with their volunteer programs. In 2011 the Volunteer Network tracked 923 total volunteer contacts, linking them with over 90 agencies in Rock County. The Volunteer Network worked with 448 youth volunteers and 465 adult volunteers. Volunteer Network also facilitated Global Youth Service Day, Helping Hand Awards, Celebration of Caring, provided networking and training opportunities to Volunteer Managers through the bi-monthly Volunteer Coordinator Networking lunches, Held a Faith Based Volunteer Management training for local churches on working with their volunteers, and assisted the postal workers union with their annual Postal Food Drive. In addition, the Volunteer Network coordinated the school flyers with the Janesville School District and KANDU Industries. Leadership was provided to a variety of statewide and other coalitions such as the Volunteer Center Association of WI and the Rock County VOAD. 91501 91501 16574 Designations 91501 91501 16574 1025699 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 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 0 1 4 0 8 1 0 0 0 0 0 0 0 0 0 0 X 17 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 WI X X Mary E Wileman 6087573040 205 N Main St Ste 101 Janesville WI 53545 Lynn Gardinier 2 X X 0 0 0 John Wickhem 1 X 0 0 0 Craig Knutson 1 X 0 0 0 Katie Fitzgerald 1 X 0 0 0 Mary Fanning-Penny 1 X 0 0 0 Mary Frederick 1 X 0 0 0 Mike O'Brien 1 X 0 0 0 Steve Servantez 0 X 0 0 0 Bill Boyd 1 X 0 0 0 John Cook 1 X X 0 0 0 Kerry Swanson 1 X 0 0 0 Karen Schulte 1 X 0 0 0 Rich Gruber 1 X 0 0 0 Sue Johnson 1 X 0 0 0 Tammy Macdonald 1 X 0 0 0 Ronald K Ochs 40 X X 40156 0 808 Terri Roessler 1 X 0 0 0 Barry Badertscher 1 X 0 0 0 40156 0 808 0 0 0 0 0 47137 0 0 0 7000 1195746 0 1249883 Rental Income 531120 27451 27451 0 0 0 0 0 0 27451 511 0 0 511 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Processing Fees 561000 16574 16574 0 0 0 0 0 0 16574 1294419 44025 0 511 808551 808551 40964 3314 14449 23201 197328 116521 44237 36570 5793 2718 2060 1015 37096 23483 7182 6431 16707 8729 3665 4313 10500 10500 21792 4294 5660 11838 16545 5632 2320 8593 5524 2755 656 2113 21570 17446 1967 2157 680 454 48 178 3575 3378 48 149 11884 7249 2496 2139 20778 12671 4365 3742 4457 3337 578 542 Dues, Awards, Subscriptions 7202 5142 1093 967 189 25 120 44 1231135 1025699 101444 103992 50 599826 700202 727120 684820 7349 6805 800529 417135 390743 383394 67944 66166 1793032 1841387 102030 89571 102030 89571 X 792857 838500 898145 913316 0 0 1691002 1751816 1793032 1841387 X 63284 -2470 X 0 1 1 X 0 X 1735110 1249430 1449425 1267573 1249883 6951421 1735110 1249430 1449425 1267573 1249883 6951421 6951421 5914 3592 1536 888 511 12441 37660 163440 201100 7164962 236891 0.97020 0.97137 X Gross Income from raffle activities. 0 71700 71700 0 649249 347825 301424 0 0 0 0 0 79580 69310 10270 0 0 0 0 383394 1294419 1231135 63284 -2470 0 0 0 0 -2470 60814 1220484 -2470 20036 0 -91501 -73935 1294419 0 0 0 1294419 1159670 20036 0 0 0 20036 1139634 0 91501 91501 1231135 SchD_P12_S00_L02d Schedule D, Part XII, Line 2d Designations paid to agencies and other United Ways. SchD_P13_S00_L04b Schedule D, Part XIII, Line 4b Designations paid to agencies and other United Ways. 1 Agrace HospiceCare 3001 W Memorial Dr Janesville WI 53548 391319537 501(c)3 5660 Donor Designated for General Support American Red Cross South Central WI Chapter 211 N Parker Dr Janesville WI 53545 398038362 501(c)3 45975 Program Operating Cost Big Brothers Big Sisters 1239 Huebbe Pkwy Beloit WI 53511 391132693 501(c)3 32770 Program Operating Cost Boy Scouts of America Glacier's Edge Council #620 2300 E Racine St Janesville WI 53546 861145168 501(c)3 15087 Program Operating Cost Boys and Girls Club of Janesville 200 W Court St Janesville WI 53548 391645796 501(c)3 43136 Program Operating Cost Catholic Charities Inc 2020 E Milwaukee St Suite 9 Janesville WI 53545 390807067 501(c)3 34186 Program Operating Cost Children's Service Society 2020 East Milwaukee Street Suite 5 Janesville WI 53545 390806380 501(c)3 6310 Program Operating Cost Community Action Inc 200 W Milwaukee St Janesville WI 53548 391052077 501(c)3 73117 Program Operating Cost Edgerton Community Outreach 106 S Main St Edgerton WI 53534 391618796 501(c)3 15556 Program Operating Cost Enrichment Center 1400 Excalibur Dr Janesville WI 53546 390816846 501(c)3 6000 Program Operating Cost Epilepsy Foundation of Southern Wisconsin Inc 205 N Main St Suite 106 Janesville WI 53545 391383297 501(c)3 7930 Program Operating Cost Family Respite Care Services Inc 205 North Main Street Suite 107 Janesville WI 53545 202938113 501(c)3 7930 Program Operating Cost Family Services of Southern Wisconsin and Northern Illinois Inc 423 Bluff Street Beloit WI 53511 390833966 501(c)3 28770 Program Operating Cost Girl Scouts of Wisconsin Badgerland Council Inc 2710 Ski Lane Madison WI 53713 390806331 501(c)3 8227 Program Operating Cost HealthNet of Janesville Inc 23 W Milwaukee St Suite 208 Janesville WI 53548 391778804 501(c)3 32454 Program Operating Cost Janesville Community Day Care Inc 3103 Ruger Ave Janesville WI 535461937 391101821 501(c)3 44490 Program Operating Cost KANDU Industries Inc 1741 Adel St Janesville WI 535462999 391023165 501(c)3 8140 Program Operating Cost Lutheran Social Services 612 N Randall Ave Suite A Janesville WI 53545 390816846 501(c)3 22075 Program Operating Cost Retired Senior Volunteer Program of Rock County Inc 120 Eclipse Center Beloit WI 53511 391587220 501(c)3 37155 Program Operating Cost Rock Communities Youth Network 205 N Main Street Ste 192 Janesville WI 53545 270957843 501(c)3 9100 Program Operating Cost S M I L E S Inc N2666 County Road K Darien WI 53114 391508173 501(c)3 9011 Program Operating Cost Senior Services of Rock County Inc 120 N Crosby Ave PO Box 1676 Janesville WI 535471676 391419850 501(c)3 19000 Program Operating Cost The Literacy Connection Inc 205 North Main Street Suite 102 Janesville WI 535453062 237154117 501(c)3 24400 Program Operating Cost The Salvation Army 514 Sutherland Ave Janesville WI 53545 390806889 501(c)3 56226 Program Operating Cost YWCA of Rock County 1735 S Washington St Janesville WI 53546 390808510 501(c)3 126806 Program Operating Cost Stateline United Way 400 East Grand Avenue Beloit WI 535116200 390902267 501(c)3 9399 Donor Designated for General Support United Way of Dane County 2059 Atwood Avenue Madison WI 537045367 390817532 501(c)3 9844 Donor Designated for General Support United Way of Greater McHenry County 4508 Prime Pkwy McHenry IL 60050 366147909 501(c)3 6446 Donor Designated for General Support 28 0 SchI_P01_S00_L02 Schedule I, Part I, Line 2 In 2011, United Way conducted the grant application process for the 2012-2013 two-year grant cycle. A variety of local needs assessment data was collected and reviewed by United Way's community impact volunteers to determine the most critical needs facing the communities of north Rock County. The grant submission process was streamlined through utilization of new on-line grant submission and review software for our program partners and volunteers reviewing the grant proposals and post proposal reports. Program Partners whose select programs are funding by the United Way of North Rock County must meet all of the following criteria: a) Program aligns with United Way of North Rock County mission; b) Provide program(s) which meet documented health and/or human service needs in the north Rock County area, aligns with United Way impact areas, and provides measurable outcomes; c) Comply with all United Way of North Rock County partner relations policies; d) Demonstrates a need for United Way funds; e) Maintain Supporting Services (management, general and fund raising expenses) below 25%; f) Incorporated as a health or human service organization; g) Not-for-profit with charitable tax-exempt status IRS (501)(c)(3) or collaborate with an agency or organization so designated; h) Be registered as a charitable organization with the State of Wisconsin; i) Governed by a voluntary board of directors with provision for orderly rotation of membership; j) Maintain a policy of non-discrimination, equal opportunity and Americans with Disabilities Act compliance. United Way of North Rock County utilizes a citizen review process recruiting community volunteers and local experts to make resource investment decisions that are based on identified community needs and strategies in four impact areas: Education, Income, Health, and Families. Forty volunteers met throughout the year to learn about community needs and develop funding priorities for the two-year funding cycle. The 2012-2013 grant cycle process included review of a Letter of Intent; Grant Application; Partner Certification Form; Year-End Financial Statements; Most Recent Financial Statements; Audits; Management Letters; IRS 990's; Board Roster; and Patriot Act Compliance. The Financial Review Team looked at the agency's overall financial position by reviewing the IRS 990's, audits, financial documents, and partner certification form. Impact Team volunteers reviewed and scored the grant application categories which included: Documented Need and Target Population; United Way Impact Area and Strategy Alignment; Program Service Delivery and Resources; Program Outcomes, Evaluation and Logic Model; United Way Request and Proposed Budget. They participated in grant presentations by the Partner Agencies, scored the grant, deliberated and prepared grant recommendations to the Community Impact Council for review and presentation to the United Way board of directors. Investment decisions were made considering community needs identified through Community Action 2010 Needs Assessment; Public Sector Leader 2011 conversations; First Call Information and Referral 2010 Reports; CORD - Collaborating Organizations Responding to Dislocation; and 2006 Rock County Comprehensive Needs Assessment. Additionally, the teams considered a mix of crisis, intervention, and prevention programming; score on the grant application; and agency's capacity and overall financial status. The United Way board of directors approved the 2012-2013 annual grants on November 16, 2011. Grant notification letters were mailed to the Partner Agencies identifying the grant amount for the program and specific grant review comments. SchI_P02_S00_L02 Schedule I, Part II, Line 2 Designations and Grants under $5,000: Designations to 23 United Ways totaling $17,819. Grants and Designations to 10 agencies totaling $26,930. F990_P06_S0B_L11b Form 990, Part VI, Section B, Line 11b A draft of form 990 is e-mailed to all members of the board for review. After all changes are made, the board reviews the revised draft and votes (either electronically or at a regularly scheduled meeting) to approve the return for filing. The prepared form 990 is filed with the IRS once approved. F990_P06_S0B_L12c Form 990, Part VI, Section B, Line 12c Annually all members of the board of directors are given a form to disclose all conflicts of interest. The President reviews the completed forms and the signed forms are kept at the organization's administrative office. F990_P06_S0B_L15 Form 990, Part VI, Section B, Line 15 The Executive Committee conducts an annual performance review of the President, reviews compensation for comparable positions, and recommends a compensation level that is approved by the board of directors as part of the annual budgeting process. F990_P06_S0C_L19 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. F990_P11_S00_L05 Form 990, Part XI, Line 5 Not included on 990 - Unrealized Gain/Loss of $2470.