2024-11-15T09:16:25-06:00 2023-12-31 390912608 HAWKINS ASH CPAS LLP ONE EAST WALDO BOULEVARD SUITE 5 MANITOWOC WI 542202912 990 2023-01-01 391099039 UNITED WAY MANITOWOC COUNTY INC UNIT 9206828888 21 EAST WALDO BLVD MANITOWOC WI 54220 ASHLEY BENDER EXECUTIVE DIRECTOR 9206828888 2024-11-14 1 1 JEFFREY DVORACHEK P00964591 9206847128 2024-11-14 2023 2024-10-15 13:58:12Z ASHLEY BENDER 21 EAST WALDO BLVD MANITOWOC WI 54220 350985 0 X WWW.UNITEDWAYMANITOWOCCOUNTY.ORG X 1930 WI UNITED WAY ENVISIONS A WORLD WHERE ALL INDIVIDUALS AND FAMILIES ACHIEVE THEIR HUMAN POTENTIAL. UNITED WAY'S MOST SIGNIFICANT ACTIVITIES INCLUDE VOLUNTEER ENGAGEMENT, ISSUE-FOCUSED FUNDRAISING AND GRANT MAKING AND ADVOCACY. UNITED WAY MANITOWOC COUNTY IS COMMITTED TO THREE SPECIFIC INITIATIVES AS WELL AS RUNNING THE VOLUNTEER CENTER: BASIC NEEDS, EARLY CHILDHOOD AND YOUTH DEVELOPMENT. 15 15 5 100 0 0 210850 301597 0 0 41136 44832 -3138 -4826 248848 341603 31448 60214 0 0 181728 171675 0 0 66150 112074 120688 325250 352577 -76402 -10974 1385724 1454988 84717 65077 1301007 1389911 UNITED WAY ENVISIONS A WORLD WHERE ALL INDIVIDUALS AND FAMILIES ACHIEVE THEIR HUMAN POTENTIAL. 0 0 28609 28609 UNITED WAY DEVOTES RESOURCES, TIME AND ENERGY YEAR ROUND TO MEET BASIC NEEDS, SUPPORT EARLY CHILDHOOD AND CREATE PATHWAYS FOR YOUTH DEVELOPMENT, HELPING OUR COMMUNITY THRIVE NOW AND IN THE FUTURE. SOME OF OUR FREE PROGRAMS AND SERVICES INCLUDE 2-1-1, SINGLECARE, BORN LEARNING TRAILS AND MY FREE TAXES. 28717 5157 THE VOLUNTEER CENTER IS HOUSED AT UNITED WAY MANITOWOC COUNTY AND SERVES AS A CENTRAL HUB FOR VOLUNTEER ENGAGEMENT ACROSS THE COUNTY. INDIVIDUALS, GROUPS, AND BUSINESSES CAN USE THE VOLUNTEER CENTER TO CONNECT WITH MANY LOCAL NONPROFITS AND A WIDE VARIETY OF VOLUNTEER OPPORTUNITIES THROUGHOUT THE YEAR. 41461 26448 UNITED WAY MANITOWOC COUNTY AND THEIR PARTNERS SUPPORT THREE COMMUNITY INITIATIVES THAT CANNOT BE ADDRESSED BY ONE ORGANIZATION ALONE. IMPACT AGENDAS, OR STRATEGIC PLANS, ARE DEVELOPED IN COLLABORATION WITH AREA BUSINESSES, NONPROFITS, CHURCHES, SCHOOLS AND INDIVIDUALS IN AN EFFORT TO COLLECTIVELY SUPPORT FOOD SECURITY, SAFE AND AFFORDABLE HOUSING, DISASTER RESPONSE AND RECOVERY, EARLY CHILDHOOD CARE AND EDUCATION AND YOUTH DEVELOPMENT. 98787 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 0 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 2 0 1 5 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WI X X ASHLEY BENDER 9206828888 21 EAST WALDO BLVD MANITOWOC WI 54220 JONATHAN BURNS THROUGH APRIL BOARD MEMBER 1.30 X 0 0 0 MICHAEL YEH THROUGH APRIL BOARD MEMBER 1.30 X 0 0 0 KIM ROONEY BOARD CHAIR 2.50 X X 0 0 0 JUSTIN HERMAN TREASURER 2.50 X X 0 0 0 JOE COOK THROUGH APRIL BOARD MEMBER 1.30 X 0 0 0 TRACY PLEUS THROUGH APRIL BOARD MEMBER 1.30 X 0 0 0 HEIDI SOODSMA BOARD MEMBER 1.30 X 0 0 0 ANDREW MARTZAHL BOARD MEMBER 1.30 X 0 0 0 LAURA FIELDING BOARD MEMBER 1.30 X 0 0 0 KILEY ECK HAYON BOARD MEMBER 1.30 X 0 0 0 BETH SNYDER BOARD MEMBER 1.30 X 0 0 0 TERI ZUEGE-HALVORSEN BOARD MEMBER 1.30 X 0 0 0 JOE BROWN BOARD MEMBER 1.30 X 0 0 0 MICHAEL ETHERIDGE BOARD MEMBER 1.30 X 0 0 0 KATIE JO SHIMULUNAS BOARD MEMBER 1.30 X 0 0 0 DR MIKE DEGERE BOARD MEMBER 1.30 X 0 0 0 JEANETTE GREENWOOD KANE BOARD MEMBER 1.30 X 0 0 0 DANIEL HASSEMER BOARD MEMBER 1.30 X 0 0 0 BETH DRINKWINE BOARD MEMBER 1.30 X 0 0 0 ASHLEY BENDER EXECUTIVE DIRECTOR/SECRETA 45.00 X 75138 0 9747 75138 0 9747 0 0 0 0 0 10090 468 291039 1200 301597 28319 28319 16513 0 16513 16513 16513 4541 10090 9382 -4841 -4841 MISCELLANEOUS REVENUE 900099 15 15 15 341603 15 0 39991 60214 60214 74524 37262 37262 64395 21725 42670 10725 1677 6171 2877 10664 1668 6136 2860 11367 1778 6541 3048 30013 30013 4810 4810 9804 1533 5641 2630 11710 1831 6738 3141 11187 1750 6438 2999 32761 5124 18851 8786 14 2 8 4 1250 196 719 335 3764 589 2166 1009 1008 158 580 270 3464 542 1993 929 BAD DEBT EXPENSE 10903 10903 352577 98787 187640 66150 63050 102226 227194 228415 119063 69503 4083 4378 99587 96621 3974 2966 905007 1003278 63353 44222 1385724 1454988 20797 19427 567 1428 63353 44222 84717 65077 X 1093229 1148783 207778 241128 1301007 1389911 1385724 1454988 -10974 99878 0 X 1 X 0 0 0 X 270478 302601 363505 210850 301597 1449031 270478 302601 363505 210850 301597 1449031 125110 1323921 23404 17126 17750 18368 28319 104967 254 76 12 210 15 567 1554565 440 0.85160 0.86330 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 910479 138909 35200 4810 1009378 1064179 -149219 4481 910479 993442 112637 37100 4800 1064179 889512 137744 29700 4114 993442 753314 1133 139015 3950 889512 0.92970 0.06290 0.00740 1 0 12131 9165 2966 87456 87456 0 2966 CERTIFICATE OF DEPOSIT 55000 C BENEFICIAL INTEREST IN COMMUNITY FOUNDATION 948278 F 1003278 OPERATING LEASE LIABILITY 44222 44222 X PART X, LINE 2: U.S. GAAP REQUIRES MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY A TAXING AUTHORITY. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ORGANIZATION, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2023 AND 2022, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN TAHT WOULD REQUIRE RECOGNITION OF A LIABLITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE ORGANIZATION WILL RECOGNIZE FUTURE ACCRUED INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS IN MANAGEMENT AND GENERAL EXPENSES IF INCURRED. 1 UNITED WAY FOX CITIES INC (2-1-1) 1455 MIDWAY ROAD MENASHA WI 54952 390912895 8665 0 PROGRAM OPERATING COSTS PART I, LINE 2: UNITED WAY MANITOWOC COUNTY BOARD OF DIRECTORS DETERMINES THE VALUE OF RESTRICTED FUNDS FOR EACH COMMUNITY INITIATIVE DURING THE ORGANIZATION'S ANNUAL BUDGETING PROCESS. FUNDS ARE SPENT DOWN BY UNITED WAY IN PARTNERSHIP WITH EACH INITATIVE'S COMMUNITY COALITION MEMBERS. OFTEN TIMES, UNITED WAY PAYS DIRECTLY FOR A PRODUCT OR SERVICE ON BEHALF OF A COALITION. SHOULD A LOCAL NONPROFIT RECEIVE FUNDING, UNITED WAY AND THEIR PARTNERS VET THE ORGANIZATION TO ENSURE PROPER USE OF FUNDS. FUNDED ORGANIZATIONS ALSO ARE RQUIRED TO PROVIDE DOCUMENTATION INCLUDING BUT NOT LIMITED TO FINANCIAL INFORMATION. ORGANIZATIONS ARE ALSO REQUIRED TO SIGN A MEMORANDUM OF UNDERSTANDING, PATRIOT ACT, AN ANTI-TERRORISM COMPLIANCE FORM, AND PROVIDE PROOF OF TAX EXEMPTION/CHARITABLE STATUS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED AND REVIEWED BY OUR INDEPENDENT ACCOUNTANT, AND THEN PROVIDED TO THE FINANCE COMMITTEE CHAIR. THE FINANCE COMMITTEE CHAIR DISTRIBUTES THE FORM 990 TO THE FINANCE COMMITTEE, GIVING THEM AN OPPORTUNITY TO REVIEW THE INFORMATION AND PREPARE ANY QUESTIONS PRIOR TO THE AUDITORS PRESENTING TO THE COMMITTEE. AFTER THE FINANCE COMMITTEE AND EXECUTIVE COMMITTEE HAVE APPROVED THE FORM 990, IT IS DISTRIBUTED TO THE UNITED WAY BOARD OF DIRECTORS FOR REVIEW AND APPROVAL. AT THE BOARD MEETING, THE FORM 990 IS PRESENTED BY THE FINANCE CHAIR / TREASURER. IF THERE ARE ANY ADDITIONAL QUESTIONS NEEDING CLARIFICATION OR SUPPORTING DOCUMENTATION, FOLLOW-UP WILL BE PROVIDED. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD AND COMMITTEE MEMBERS MUST SUBMIT A SIGNED CONFLICT OF INTEREST STATEMENT PRIOR TO PARTICIPATING IN BOARD AND/OR COMMITTEE MEETINGS. THESE STATEMENTS ARE FILED AT THE LOCAL UNITED WAY OFFICE AND ARE AVAILABLE UPON REQUEST TO ANY BOARD OR COMMITTEE MEMBER. PRIOR TO ASSIGNING DUTIES FOR ANY UNITED WAY ACTIVITY, THE CHAIR OF THE COMMITTEE DISCUSSES POTENTIAL CONFLICTS OF INTEREST BY WORKING CLOSELY WITH THE UNITED WAY EXECUTIVE DIRECTOR. CONFLICTS OF INTEREST ARE AVOIDED BY PROPERLY DELEGATING TASKS AND MONITORING COMMITTEE OUTCOMES. FORM 990, PART VI, SECTION B, LINE 15 PERFORMANCE EVALUATION OF THE EXECUTIVE DIRECTOR SHALL BE PERFORMED BY THE EXECUTIVE COMMITTEE. THE EVALUATION IS A 360 AND IS BASED ON THE EXECUTIVE DIRECTOR'S ACCOMPLISHMENT OF GOALS AND OBJECTIVES SET JOINTLY BY THE BOARD OF DIRECTORS AND THE EXECUTIVE DIRECTOR AND THE STANDARDS SET BY THE JOB DESCRIPTION. ANY RECOMMENDATIONS FOR SALARY OR BENEFIT ADJUSTMENTS OCCURS ANNUALLY AFTER THE ANNIVERSARY DATE. AN ANALYSIS FOR SIMILAR POSITIONS WITHIN THE GEOGRAPHIC AREA AND THE REVIEW OF MERIT ARE THE MAIN DETERMINANTS TO COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 THE DOCUMENTS ARE AVAILABLE BY REQUEST, FOR REVIEW AT THE UNITED WAY OFFICE.