UNITED WAY BLACKHAWK REGION INC: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- UNITED WAY BLACKHAWK REGION INC (EIN 39-6006734)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-08-01
- IRS object ID
- 201112169349301111
- Schema version
- 2010v3.2
- 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) |
|---|---|---|
| Timestamp | 2011-08-01T14:29:59-07:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 396006734 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED WAY OF NORTH ROCK COUNTY INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | UNIT | NameControl |
| Phone | 6087573040 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 205 N Main Street Ste 101 | AddressLine1 |
| City | Janesville | City |
| State | WI | State |
| ZIP Code | 53545 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Ronald K Ochs | Name |
| Title | President | Title |
| Phone | 6087573040 | Phone |
| Date Signed | 2011-08-01 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Ronald K Ochs | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 205 N Main Street Ste 101 | AddressLine1 |
| City | Janesville | City |
| State | WI | State |
| ZIP Code | 53545 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 1318013 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.uwnrc.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1944 | YearFormation |
| State Legal Domicile | WI | StateLegalDomicile |
| Activity Or Mission Description | 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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 18 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 17 | NbrIndependentVotingMembers |
| Total Nbr Employees | 9 | TotalNbrEmployees |
| Total Nbr Volunteers | 1106 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1449425 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1267573 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 26025 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 27875 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1536 | InvestmentIncomePriorYear |
| Investment Income Current Year | 888 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 186545 | OtherRevenuePriorYear |
| Other Revenue Current Year | 21677 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 1663531 | TotalRevenuePriorYear |
| Total Revenue Current Year | 1318013 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 939668 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 814716 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 394379 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 349087 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 90953 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 127729 | OtherExpensePriorYear |
| Other Expenses Current Year | 132187 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1461776 | TotalExpensesPriorYear |
| Total Expenses Current Year | 1295990 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 201755 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 22023 | RevenuesLessExpensesCY |
| Total Assets BOY | 1782306 | TotalAssetsBOY |
| Total Assets EOY | 1793032 | TotalAssetsEOY |
| Total Liabilities BOY | 120283 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 102030 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 1662023 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 1691002 | NetAssetsOrFundBalancesEOY |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 823034 | Expense |
| Grants | 814716 | Grants |
| Revenue | 27875 | Revenue |
| Description | Community Impact includes all activities associated with identifying community needs; serving on local task forces and coalitions; and facilitation of the distribution of health and human service grants. It also includes provision of educational workshops for not-for-profit agencies to help build their organizational effectiveness. United Way of North Rock County is dedicated to advancing the common good by creating opportunities for a better life for all. Our goal is to create long-lasting changes that prevent problems from happening in the first place by investing in community strategies, not just one program mission. United Way impact areas are Education, Income, Health and families - the building blocks for a good quality of life. In 2010, United Way responded to the changing economic times by working with programs on credit counseling, foreclosure prevention, job training, and providing access to community information. In the Education and Health Impact Area, United Way participated and provided leadership in the following task forces and coalitions: CORD(Collaborative Organizations Responding to Dislocation); HEAT(Homeless Education Action Team) including Project 16:49(homeless teens program); HITF(Homeless Intervention Task Force) and YES in Rock county (Youth Emotional Stability). In 2008 a flood committee was established to facilitate the distribution of funds to Rock County flood victims from the Rock County United Ways Flood Fund. The fund was established with Stateline United Way and M&I Bank. In 2010, the balance of the fund $8,119 was distributed. The United Way Community Services Building provides office space at a reduced rate for five local non-profit groups and two meeting rooms: one that can seat approximately 40 people and another that seats 12. Both of these spaces are available at any time for local non-profit groups at no charge. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 68254 | Expense |
| Grants | 0 | Grants |
| Revenue | 0 | Revenue |
| Description | Volunteer Network mobilizes youth and adult volunteers linking them to noprofit organizations that need help. In 2010, Volunteer Network tracked 816 total volunteer contacts linking them with over 130 agencies in Rock County. Volunteer Network worked with 479 youth volunteers and 140 adult volunteers. Volunteer Network also facilitated Youth Service Day, Helping Hand Awards, Celebration of Caring and assisted with the Letter Carriers Food Drive, which collected 54,000 lbs of food to stock local food pantries. In addition, the Volunteer Network coordinated the school flyers with the Janesville School District and KANDU Industries. Leadership was provded to a variety of statewide coalitions such as Volunteer Center Association of Wisconsin and the Wisconsin Regional VOAD(Voluntary Organizations Active in Disaster). | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 68336 | Expense |
| Grants | 0 | Grants |
| Revenue | 0 | Revenue |
| Description | First Call is a free and confidential comprehensive information and referral program for Rock county and the Stateline area. First Call connects individuals to agency programs that can meet their needs and is a joint program with Stateline United Way. In 2010, First Call responded to 3,793 calls, tracked 4,989 needs, made 8,664 program referrals, and tracked 130,454 website hits. First Call published several specialized directories including: Help for Hard Times; Support Manual; ATODA Directory; Hispanic Informational Directory; Military guide; rock county Food Resource Guide; Resources Available by Location; and Youth Yellow Pages. Rock Responds is a project of First Call which connects the business community with not-for-profit agencies with clients in need. In 2010, rock Respnds posted 402 items to give away (68% filled); 485 individual/family requests (28% filled) and 78 Community Service Announcements. First Call also participated in the Offenders Fair, Rock County Seniors Fair, and the Teacher's Wellness Fair. First Call had 3,069 volunteer and intern hours for 2010. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 93749 | Expense |
| Grants | 93749 | Grants |
| Revenue | 21677 | Revenue |
| Description | Designations | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 93749 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 93749 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 21677 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 1053373 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 4 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 9 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 18 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 17 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | WI | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Mary E Wileman | NamePerson |
| Telephone Number | 6087573040 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 205 N Main St Ste 101 | AddressLine1 |
| City | Janesville | City |
| State | WI | State |
| ZIP Code | 53545 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (18 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| Gail Graham | ||||||
| President | 40 | X | X | 60052 | 0 | 2028 |
| Lynn Gardinier | ||||||
| Board Chair | 2 | X | X | 0 | 0 | 0 |
| John Wickhem | ||||||
| Director | 1 | X | 0 | 0 | 0 | |
| Patty Schumacher | ||||||
| Director | 1 | X | 0 | 0 | 0 | |
| Mari Anne Warren | ||||||
| Director | 1 | X | 0 | 0 | 0 | |
| Craig Knutson | ||||||
| Director | 1 | X | 0 | 0 | 0 | |
| Pat Leuzinger | ||||||
| Director | 1 | X | 0 | 0 | 0 | |
| Mike Gentry | ||||||
| Director | 1 | X | 0 | 0 | 0 | |
| Barry Badertscher | ||||||
| Director | 1 | X | 0 | 0 | 0 | |
| Katie Fitzgerald | ||||||
| Director | 1 | X | 0 | 0 | 0 | |
| Mary Fanning-Penny | ||||||
| Director | 1 | X | 0 | 0 | 0 | |
| Mary Frederick | ||||||
| Director | 1 | X | 0 | 0 | 0 | |
| Mike O'Brien | ||||||
| Director | 1 | X | 0 | 0 | 0 | |
| Steve Servantez | ||||||
| Director | 1 | X | 0 | 0 | 0 | |
| Bill Boyd | ||||||
| Director | 1 | X | 0 | 0 | 0 | |
| John Cook | ||||||
| Director | 1 | X | X | 0 | 0 | 0 |
| Kerry Swanson | ||||||
| Director | 1 | X | 0 | 0 | 0 | |
| Karen Schulte | ||||||
| Director | 1 | X | 0 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 60052 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 2028 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Federated Campaigns | 52211 | FederatedCampaigns |
| Membership Dues | 0 | MembershipDues |
| Fundraising Events | 0 | FundraisingEvents |
| Related Organizations | 0 | RelatedOrganizations |
| Government Grants | 7000 | GovernmentGrants |
| All Other Contributions | 1208362 | AllOtherContributions |
| Noncash Contributions | 0 | NoncashContributions |
| Total Contributions | 1267573 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Rental Income | Description |
| Business Code | 531120 | BusinessCode |
| Total Revenue Column | 27875 | TotalRevenueColumn |
| Related Or Exempt Function Income | 27875 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 27875 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 888 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $888 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
| Personal | 0 | Personal |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 0 | Securities |
| Other | 0 | Other |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrbtns Rprtd Fundraising Events | 0 | CntrbtnsRprtdFundraisingEvents |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Other Revenue - Processing Fees | Description |
| Business Code | 561000 | BusinessCode |
| Total Revenue Column | 21677 | TotalRevenueColumn |
| Related Or Exempt Function Income | 21677 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 21677 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1318013 | TotalRevenueColumn |
| Related Or Exempt Function Income | 49552 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $888 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 814716 | Total |
| Program Services | 814716 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 63965 | Total |
| Program Services | 15352 | ProgramServices |
| Management And General | 46694 | ManagementAndGeneral |
| Fundraising | 1919 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 209171 | Total |
| Program Services | 113483 | ProgramServices |
| Management And General | 52446 | ManagementAndGeneral |
| Fundraising | 43242 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6508 | Total |
| Program Services | 4145 | ProgramServices |
| Management And General | 531 | ManagementAndGeneral |
| Fundraising | 1832 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 48019 | Total |
| Program Services | 32381 | ProgramServices |
| Management And General | 4733 | ManagementAndGeneral |
| Fundraising | 10905 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21424 | Total |
| Program Services | 9432 | ProgramServices |
| Management And General | 8653 | ManagementAndGeneral |
| Fundraising | 3339 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10200 | Total |
| Management And General | 10200 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24183 | Total |
| Program Services | 3969 | ProgramServices |
| Management And General | 6564 | ManagementAndGeneral |
| Fundraising | 13650 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14538 | Total |
| Program Services | 8091 | ProgramServices |
| Management And General | 3754 | ManagementAndGeneral |
| Fundraising | 2693 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5197 | Total |
| Program Services | 2568 | ProgramServices |
| Management And General | 524 | ManagementAndGeneral |
| Fundraising | 2105 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23109 | Total |
| Program Services | 19306 | ProgramServices |
| Management And General | 1846 | ManagementAndGeneral |
| Fundraising | 1957 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 747 | Total |
| Program Services | 253 | ProgramServices |
| Management And General | 11 | ManagementAndGeneral |
| Fundraising | 483 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3088 | Total |
| Program Services | 1919 | ProgramServices |
| Management And General | 67 | ManagementAndGeneral |
| Fundraising | 1102 | Fundraising |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11833 | Total |
| Program Services | 5521 | ProgramServices |
| Management And General | 4379 | ManagementAndGeneral |
| Fundraising | 1933 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21325 | Total |
| Program Services | 9926 | ProgramServices |
| Management And General | 7890 | ManagementAndGeneral |
| Fundraising | 3509 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4118 | Total |
| Program Services | 2910 | ProgramServices |
| Management And General | 639 | ManagementAndGeneral |
| Fundraising | 569 | Fundraising |
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Dues, Awards,Subscriptions | Description |
| Total | 9193 | Total |
| Program Services | 6599 | ProgramServices |
| Management And General | 1404 | ManagementAndGeneral |
| Fundraising | 1190 | Fundraising |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4656 | Total |
| Program Services | 2802 | ProgramServices |
| Management And General | 1329 | ManagementAndGeneral |
| Fundraising | 525 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1295990 | Total |
| Program Services | 1053373 | ProgramServices |
| Management And General | 151664 | ManagementAndGeneral |
| Fundraising | 90953 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 50 | BOY |
| EOY | 50 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 621480 | BOY |
| EOY | 599826 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 696885 | BOY |
| EOY | 727120 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7278 | BOY |
| EOY | 7349 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 791691 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 400948 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 395629 | BOY |
| EOY | 390743 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 60984 | BOY |
| EOY | 67944 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1782306 | BOY |
| EOY | 1793032 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 120283 | BOY |
| EOY | 102030 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 120283 | BOY |
| EOY | 102030 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 777078 | BOY |
| EOY | 792857 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 884945 | BOY |
| EOY | 898145 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1662023 | BOY |
| EOY | 1691002 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1782306 | BOY |
| EOY | 1793032 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 22023 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 6956 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1737693 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1735110 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1249430 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1449425 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1267573 | CurrentTaxYear |
| Total | 7439231 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1737693 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1735110 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1249430 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1449425 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1267573 | CurrentTaxYear |
| Total | 7439231 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 7439231 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 6269 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5914 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3592 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1536 | CurrentTaxYearMinus1Year |
| Current Tax Year | 888 | CurrentTaxYear |
| Total | 18199 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | 37660 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 163440 | CurrentTaxYearMinus1Year |
| Total | 201100 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 7658530 | TotalSupport |
| Gross Receipts From Admissions Etc | 190656 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.97137 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.97292 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
| General Explanation | Gross income from raffle activities. | GeneralExplanation |
Schedule D IRS990ScheduleD
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 71700 | OtherCostOrOtherBasis |
| Book Value | 71700 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 636340 | OtherCostOrOtherBasis |
| Depreciation | 331372 | Depreciation |
| Book Value | 304968 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 0 | OtherCostOrOtherBasis |
| Depreciation | 0 | Depreciation |
| Book Value | 0 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 83651 | OtherCostOrOtherBasis |
| Depreciation | 69576 | Depreciation |
| Book Value | 14075 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 0 | OtherCostOrOtherBasis |
| Depreciation | 0 | Depreciation |
| Book Value | 0 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 390743 | TotalOfBookValueLandBuildings |
| Total Revenue | 1318013 | TotalRevenue |
| Total Expenses | 1295990 | TotalExpenses |
| Excess Or Deficit For Year | 22023 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 6956 | NetUnrealizedGLOnInvestments |
| Donated Services And Facilities | 0 | DonatedServicesAndFacilities |
| Investment Expenses | 0 | InvestmentExpenses |
| Prior Period Adjustments | 0 | PriorPeriodAdjustments |
| Other | $0 | OtherAmount |
| Total Adjustments | 6956 | TotalAdjustments |
| Excess Or Deficit Per FS | 28979 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 1332388 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 6956 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 101168 | DonatedSrvcAndUseOfFacilities |
| Recoveries Of Prior Year Grants | 0 | RecoveriesOfPriorYearGrants |
| Other Revenues | 0 | OtherRevenues |
| Revenue Not Rptd F990 | 108124 | RevenueNotRptdF990 |
| Revenue Subtotal | 1224264 | RevenueSubtotal |
| Investment Expenses Not Included | 0 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 93749 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 93749 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 1318013 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 1303409 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 101168 | DonatedServicesUseOfFacilities |
| Prior Year Adjustments | 0 | PriorYearAdjustments |
| Losses Reported | 0 | LossesReported |
| Other Expenses Included | 0 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 101168 | ExpensesNotRptdF990 |
| Expenses Subtotal | 1202241 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 0 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 93749 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 93749 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 1295990 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SchD_P12_S00_L04b | Schedule D, Part XII, Line 4b | 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. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (30 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant | Business Name Line2RecipientNameBusiness/BusinessNameLine2 | Address Line2AddressUS/AddressLine2 |
|---|---|---|---|---|---|---|---|---|---|
| American Heart Association | |||||||||
| 2850 Dairy Drive Suite 300 | Madison | WI | 537186751 | 135613797 | 501(c)3 | 5006 | Program Operating Cost | ||
| American Red Cross | |||||||||
| 211 N Parker Dr | Janesville | WI | 53545 | 398038362 | 501(c)3 | 46420 | Program Operating Cost | South Central WI Chapter | |
| Big Brothers Big Sisters | |||||||||
| 1239 Huebbe Pkwy | Beloit | WI | 53511 | 391132693 | 501(c)3 | 33630 | Program Operating Cost | ||
| Boy Scouts of America | |||||||||
| 2300 E Racine St | Janesville | WI | 53546 | 861145168 | 501(c)3 | 15079 | Program Operating Cost | Glacier's Edge Council #620 | |
| Boys and Girls Club of Janesville | |||||||||
| 200 W Court St | Janesville | WI | 53548 | 391645796 | 501(c)3 | 42670 | Program Operating Cost | ||
| Catholic Charities Inc | |||||||||
| 2020 E Milwaukee St Suite 9 | Janesville | WI | 53545 | 390807067 | 501(c)3 | 34135 | Program Operating Cost | ||
| Children's Service Society | |||||||||
| 2020 East Milwaukee Street Suite 5 | Janesville | WI | 53545 | 390806380 | 501(c)3 | 6572 | Program Operating Cost | ||
| Community Action Inc | |||||||||
| 200 W Milwaukee St | Janesville | WI | 53548 | 391052077 | 501(c)3 | 71610 | Program Operating Cost | ||
| Edgerton Community Outreach | |||||||||
| 106 S Main St | Edgerton | WI | 53534 | 391618796 | 501(c)3 | 14642 | Program Operating Cost | ||
| Enrichment Center | |||||||||
| 1400 Excalibur Dr | Janesville | WI | 53546 | 390816846 | 501(c)3 | 6000 | Program Operating Cost | ||
| Epilepsy Foundation of Southern | |||||||||
| 205 N Main St | Janesville | WI | 53545 | 391383297 | 501(c)3 | 7192 | Program Operating Cost | Wisconsin Inc | Suite 106 |
| Family Respite Care Services Inc | |||||||||
| 205 North Main Street Suite 107 | Janesville | WI | 53545 | 202938113 | 501(c)3 | 8470 | Program Operating Cost | ||
| Family Services of Southern Wisconsin | |||||||||
| 423 Bluff Street | Beloit | WI | 53511 | 390833966 | 501(c)3 | 30790 | Program Operating Cost | and Northern Illinois Inc | |
| Girl Scouts of Wisconsin Badgerland | |||||||||
| 2710 Ski Lane | Madison | WI | 53713 | 390806331 | 501(c)3 | 9126 | Program Operating Cost | Council Inc | |
| HealthNet of Janesville Inc | |||||||||
| 23 W Milwaukee St Suite 208 | Janesville | WI | 53548 | 391778804 | 501(c)3 | 31959 | Program Operating Cost | ||
| Janesville Community Day Care Inc | |||||||||
| 3103 Ruger Ave | Janesville | WI | 535461937 | 391101821 | 501(c)3 | 44052 | Program Operating Cost | ||
| KANDU Industries Inc | |||||||||
| 1741 Adel St | Janesville | WI | 535462999 | 391023165 | 501(c)3 | 7000 | Program Operating Cost | ||
| Lutheran Social Services | |||||||||
| 612 N Randall Ave Suite A | Janesville | WI | 53545 | 390816846 | 501(c)3 | 22261 | Program Operating Cost | ||
| Retired Senior Volunteer Program | |||||||||
| 120 Eclipse Center | Beloit | WI | 53511 | 391587220 | 501(c)3 | 19696 | Program Operating Cost | of Rock County Inc | |
| Rock Communities Youth Network | |||||||||
| 205 N Main Street Ste 192 | Janesville | WI | 53545 | 270957843 | 501(c)3 | 9360 | Program Operating Cost | ||
| S M I L E S Inc | |||||||||
| N2666 County Road K | Darien | WI | 53114 | 391508173 | 501(c)3 | 7990 | Program Operating Cost | ||
| Senior Services of Rock County Inc | |||||||||
| 120 N Crosby Ave | Janesville | WI | 535471676 | 391419850 | 501(c)3 | 30034 | Program Operating Cost | PO Box 1676 | |
| The Literacy Connection Inc | |||||||||
| 205 North Main Street Suite 102 | Janesville | WI | 535453062 | 237154117 | 501(c)3 | 23850 | Program Operating Cost | ||
| The Salvation Army | |||||||||
| 514 Sutherland Ave | Janesville | WI | 53545 | 390806889 | 501(c)3 | 56876 | Program Operating Cost | ||
| YMCA of Northern Rock County | |||||||||
| 221 Dodges St | Janesville | WI | 53545 | 390806368 | 501(c)3 | 6800 | Program Operating Cost | ||
| YWCA of Rock County | |||||||||
| 1735 S Washington St | Janesville | WI | 53546 | 390808510 | 501(c)3 | 126690 | Program Operating Cost | ||
| Stateline United Way | |||||||||
| 400 East Grand Avenue | Beloit | WI | 535116200 | 390902267 | 501(c)3 | 9159 | Donor Designated for General Support | ||
| United Way of Dane County | |||||||||
| 2059 Atwood Avenue | Madison | WI | 537045367 | 390817532 | 501(c)3 | 6861 | Donor Designated for General Support | ||
| United Way of Walworth County | |||||||||
| PO Box 1020 | Elkhorn | WI | 53121 | 391471340 | 501(c)3 | 8831 | Donor Designated for General Support | ||
| United Way of Greater McHenry County | |||||||||
| 4508 Prime Pkwy | McHenry | IL | 60050 | 366147909 | 501(c)3 | 13611 | Donor Designated for General Support | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 30 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SchI_P01_S00_L02 | Schedule I, Part I, Line 2 | Schedule I, Part I, Line 2 - A Program Partner Agency whose select programs are funded 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). 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. These volunteers meet monthly for education on the issues and the United Way grant application process. The 2010-2011 Grant Process included review of the following: Letter of Intent; Program Grant Application; Proposed Program Budget; Partner Certification Form; Year-End Financial Statements; Most Recent Financial Statements; Audits; Management Letters; IRS 990's; Board Roster; and Patriot Act Compliance. The program application was scored as follows: 1) Program Documented Need and Target Population (20 Points) a) Explain the program need in the community including specific documentation b) Description of Target Population Served including the number of clients that will be served in the program 2) Program Alignment with Impact Area and Identified Strategies (20 Points) a) Identify the Impact Area the program aligns with b) Identify the strategies within the Impact Area the program addresses c) Explain how the program addresses the strategies 3) Program Service Delivery and Resources (20 Points) a) Describe the major program activities b) Identify other programs in the community that provide similar services c) Explain how the program services a vital role within the service delivery system d) Describe how the agency will utilize United Way grant dollars to implement the program 4) Program Outcomes and Evaluation (40 Points) a) Complete a Logic Model for each program identifying program resources; activities/strategies; outputs; outcomes; targets; and indicators. _______________________________________________________________ Page 33 Over 40 trained volunteers participated in the grant application process. Volunteers were members of the four Impact Area Teams; Outcomes Advisory Team; Financial Review Team; and Community Impact Council. They reviewed the letters of intent; grant applications; program outcomes and evaluation plans; and agency financials. The Impact Team members scored the grant applications; received feedback from the Financial Review and Outcomes Advisory Teams then recommended a specific grant for each program based on the score and anticipated community needs in 2010 and 2011. The scores and grant amounts were averaged and reviewed again for further discussion and potential adjustment to align with the amount of allocable dollars available for program grants. The Impact Teams made recommendations to the Community Impact Council who then reviewed the recommendations and forwarded a final recommendation to the United Way board of directors. The board of directors approved the 2010 and 2011 program grant funding at the June, 2009 board meeting. Grant notification letters were mailed to the Partner Agencies identifying the program grant amount as well as comments from the volunteers. |
| SchI_P02_S00_L02 | Schedule I, Part II, Line 2 | Designations and Grants under $5,000: Designations to 19 United Ways totaling $28,079. Grants and Designations to 11 agencies totaling $22,146. Flood Recovery Fund Grants of $8,119 paid to six recipients. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| F990_P06_S0A_L02 | Form 990, Part VI, Section A, Line 2 | John Wickhem and Patty Schumacher have a family relationship. |
| F990_P06_S0B_L11a | Form 990, Part VI, Section B, Line 11a | 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. The President reviews the key employees and approves comparable compensation. |
| 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 6,956. |
Reasonable Cause Explanation ReasonableCauseExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | Additional time was needed to work with our independent accountant in order to file a complete and accurate return. | Explanation |