2024-10-28T07:53:59-05:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 10401 W INNOVATION DR STE 300 WAUWATOSA WI 53226 990 2023-01-01 390806299 BROWN COUNTY UNITED WAY BROW 9204323393 PO BOX 1593 GREEN BAY WI 543051593 ROBYN DAVIS PRESIDENT/CEO 9204323393 2024-10-18 1 0 KRISTEN DONLEVY P01670215 4144761880 2024-10-16 2023 2024-10-15 13:58:12Z ROBYN DAVIS PO BOX 1593 GREEN BAY WI 543051593 3423814 0 X WWW.BROWNCOUNTYUNITEDWAY.ORG X 1925 WI TO HAVE AN INCLUSIVE COMMUNITY WHERE ALL INDIVIDUALS ARE ABLE TO MEET THEIR BASIC NEEDS AND HAVE EQUAL OPPORTUNITY FOR STABILITY IN THEIR HEALTH, EDUCATION, AND FINANCIAL WELL-BEING. 23 23 14 300 0 0 2893492 2998273 33714 27121 40876 169286 13512 18576 2981594 3213256 1395445 1580542 0 0 827923 1021389 0 0 588901 459029 579223 2682397 3181154 299197 32102 5920417 6040609 693244 635263 5227173 5405346 X BROWN COUNTY UNITED WAY UNITES PEOPLE, IDEAS, AND RESOURCES TO CREATE COMMUNITY SOLUTIONS THAT STRENGTHEN EVERY PERSON AND EVERY COMMUNITY IN BROWN COUNTY. 0 0 1580542 1580542 27121 BROWN COUNTY UNITED WAY STRIVES FOR AN INCLUSIVE COMMUNITY WHERE EVERY PERSON IN OUR COMMUNITY IS ABLE TO MEET THEIR BASIC NEEDS AND HAVE EQUAL OPPORTUNITY FOR STABILITY IN THEIR HEALTH, EDUCATION, FINANCIAL WELL-BEING, AND CONNECTION TO COMMUNITY. 366193 PROGRAM INVESTMENT - INVESTING IN LOCAL DIRECT SERVICE PROGRAMS TO POSITIVELY IMPACT INDIVIDUALS. DURING 2023, OUR PROGRAM INVESTMENT PORTFOLIO INCLUDED GRANTS TO 23 PROGRAMS. THESE PROGRAMS PROVIDED DIRECT ASSISTANCE TO A PROJECTED 16,000 INDIVIDUALS IN OUR COMMUNITY, WITHIN THE PRIORITY INVESTMENT AREAS OF EDUCATION, HEALTH, FINANCIAL WELLBEING, AND CONNECTION TO COMMUNITY 108 IMPACT INITIATIVES AND ADVOCACY SOLUTIONS - IN THE AREA OF IMPACT INITIATIVES, WE ARE LEADING AND PARTNERING ON EFFORTS TO BRING ABOUT PHYSICAL AND SOCIAL ENVIRONMENT CHANGE TO IMPROVE COMMUNITY SYSTEMS. BEGINNING IN 2019, THE MAJORITY OF OUR IMPACT INITIATIVES BECAME PLACE-BASED, FOCUSING PRIMARILY ON NEIGHBORHOODS. OUR CENTRAL OBJECTIVES ARE TO IMPROVE SOCIAL COHESION, GROWTH, AND VITALITY THROUGH RESEARCH, EVIDENCE, COMMUNITY PARTNERSHIPS, AND THE VOICES OF RESIDENTS, HELPING TO ENSURE THAT NEIGHBORHOODS ARE SAFE PLACES WHERE PEOPLE CAN THRIVE. IN SUPPORT OF THIS WORK, DURING 2023 OUR COMMUNITY INVESTMENT STAFF ORGANIZED AND LEAD COMMUNITY BUILDING ACTIVITIES, NUMEROUS VOLUNTEER PROJECTS, AND EVENTS, AND SURVEYED COMMUNITY MEMBERS. OUR NEIGHBORHOOD PARTNERSHIP GRANT PROGRAM, ESTABLISHED IN 2020, CONTINUED TO INVEST IN NEIGHBORHOOD-BASED PROJECTS AND INITIATIVES, INCLUDING A COMMUNITY GARDENS PROJECT. THE STAFF TEAM ALSO ORGANIZED TRAUMA-INFORMED CARE TRAININGS FOR HUMAN SERVICE PROVIDERS AND OTHER PARTNERS, BEGAN DEVELOPING A NEW TRAINING PROGRAM FOCUSED ON DIVERSITY, EQUITY, INCLUSION, AND BELONGING.WITH RESPECT TO ADVOCACY SOLUTIONS, OUR OBJECTIVE IN THIS AREA IS TO SEEK OUT THE VOICE OF THE COMMUNITY AND ADVOCATE FOR POLICY CHANGE. OUR VOICE OF ALICE RESEARCH, LAUNCHED IN 2019, CAPTURED THE LIVE EXPERIENCES OF INDIVIDUALS AND FAMILIES IN OUR COMMUNITY WHO ARE STRUGGLING TO MEET BASIC NEEDS. THEIR EXPERIENCES, COUPLED WITH ADDITIONAL QUALITATIVE AND QUANTITATIVE RESEARCH, IS SHAPING OUR NEW ADVOCACY AGENDA, WHICH IS GUIDED BY OUR ADVOCACY COUNCIL. DURING 2023, COMMUNITY INVESTMENT STAFF AND THE ADVOCACY COUNCIL CONTINUED TO REFINE AN ADVOCACY AGENDA AND ALSO DEVELOPED A NEW COMMUNITY INITIATIVE CALLED HUBCAP, WHICH WILL DELIVER SERVICES TO PEOPLE WHERE THEY LIVE AND WORK THROUGH THREE TYPES OF VEHICLES AND MANY COLLABORATING AGENCIES. WE ALSO CONTINUED TO PARTNER WITH OTHERS AT LOCAL, STATE, AND FEDERAL LEVELS TO PROVIDE INFORMATION ABOUT COMMUNITY NEEDS AND CO-CREATE SOLUTIONS REGARDING ISSUES SUCH AS CHILDCARE, MENTAL WELLNESS, NONPROFIT STABILITY, AND HOUSING/HOMELESSNESS. 238549 3116 INFORMATION AND REFERRAL SERVICES: BROWN COUNTY UNITED WAY'S 2-1-1 CONTACT CENTER IS A FREE, CONFIDENTIAL INFORMATION AND REFERRAL SERVICE THAT MADE THOUSANDS OF REFERRALS TO COMMUNITY RESOURCES IN 2023. A COMPREHENSIVE COMMUNITY RESOURCE DATABASE COMPRISED OF MORE THAN 2,000 RESOURCES WAS MAINTAINED BY BROWN COUNTY UNITED WAY 2-1-1 RESOURCE SPECIALISTS, IN COLLABORATION WITH THE AGING & DISABILITY RESOURCE CENTER OF BROWN COUNTY AND THE CRISIS CENTER OF FAMILY SERVICES OF NORTHEAST WISCONSIN. 2023 ACCOMPLISHMENTS IN PARTNERSHIP WITH THE GREATER GREEN BAY LABOR COUNCIL INCLUDED THE BLANKETING BROWN COUNTY DRIVER AND A DIAPER DRIVE, WHICH COLLECTED THOUSANDS OF BLANKETS, DIAPERS, AND BABY ITEMS FOR DISTRIBUTION TO BROWN COUNTY PROGRAMS SERVING LOW-INCOME INDIVIDUALS AND FAMILIES. COMMUNITY INFORMATION SYSTEM: THE COMMUNITY INFORMATION SYSTEM (CIS) IS A MULTIDISCIPLINARY DATA SHARING SYSTEM DESIGNED TO IMPROVE DECISION SUPPORT FOR POLICYMAKERS, CREATE EFFECTIVE INTERAGENCY COORDINATION AND SUPPORT THE COMMUNITY. BROWN COUNTY UNITED WAY AND ACHIEVE BROWN COUNTY CO-OWN THE CIS VIA A STRATEGIC PARTNERSHIP ALLIANCE. 238549 3116 2185392 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 14 1 0 0 0 0 0 0 0 0 0 1 0 0 0 X 23 23 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WI X X CHERYL CERRATO 9204323393 PO BOX 1593 GREEN BAY WI 54305 ROBYN DAVIS PRESIDENT/CEO 40.00 X 135133 0 25571 CHERYL CERRATO CHIEF FINANCIAL OFFICER 40.00 X 87185 0 32592 PAUL SPICER CHAIR 1.50 X X 0 0 0 ANJOLI RASHID VICE CHAIR 1.50 X X 0 0 0 MICHAEL GASICK TREASURER 1.50 X X 0 0 0 STEVE SCHMEISSER SECRETARY 1.50 X X 0 0 0 SHARI ANTONISSEN MEMBER 0.50 X 0 0 0 ALISON BARTHEN MEMBER 0.50 X 0 0 0 VICKI BAYER MEMBER 0.50 X 0 0 0 WHITNEY CONNOR MEMBER 0.50 X 0 0 0 DAWN CRIM MEMBER 0.50 X 0 0 0 ANGELA DEWITT MEMBER 0.50 X 0 0 0 JOEL HANSEN MEMBER 0.50 X 0 0 0 ADAM JACKSON MEMBER 1.50 X 0 0 0 NATHAN KING MEMBER 0.50 X 0 0 0 SARA LAM MEMBER 0.50 X 0 0 0 JULIE MARTHALER MEMBER 1.50 X 0 0 0 STEVE MCFARLANE MEMBER 1.50 X 0 0 0 EDWARD POLICY MEMBER 0.50 X 0 0 0 DR JEFFREY RAFN MEMBER 0.50 X 0 0 0 JAMES RIDDERBUSH MEMBER 0.50 X 0 0 0 RYAN SEVERSON MEMBER 0.50 X 0 0 0 BRIAN STENZEL MEMBER 0.50 X 0 0 0 THOMAS VANDENBERG MEMBER 0.50 X 0 0 0 ERIN VANZEELAND MEMBER 0.50 X 0 0 0 222318 0 58163 1 0 1 0 0 149188 2849085 104643 2998273 SERVICE FEES 900003 27121 27121 27121 141927 141927 237917 210558 27359 27359 27359 MISCELLANEOUS INCOME 900003 18576 3116 15460 18576 3213256 30237 0 184746 1580542 1580542 280481 58642 169306 52533 603271 268917 59212 275142 14987 10691 1548 2748 60040 17015 43025 62610 23690 15662 23258 19320 19320 16531 16531 167537 86853 62374 18310 17346 857 16489 218976 82191 27997 108788 46544 18664 8611 19269 7524 2874 2369 2281 21414 7045 9263 5106 33232 11114 6831 15287 9229 9043 65 121 10781 5012 1768 4001 MEMBERSHIP DUES 3447 231 1977 1239 AWARDS 812 812 6530 2011 4027 492 3181154 2185392 406861 588901 X 1568209 1168940 1145602 58394 958432 1062044 10856 15405 16347 24278 177774 55454 352 122320 1796662 3135288 389498 420504 34459 33436 5920417 6040609 693244 635263 693244 635263 X 2934149 3044152 2293024 2361194 5227173 5405346 5920417 6040609 32102 146071 0 X 0 1 X 1 0 X 3294234 3402776 3316788 2893492 2998273 15905563 3294234 3402776 3316788 2893492 2998273 15905563 568410 15337153 76291 60193 71133 78007 141927 427551 5038 840 5878 6579 4793 5130 13512 18576 48590 16387582 170213 0.93590 0.94160 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2019 AMOUNT: $ 6,579. 2020 AMOUNT: $ 4,793. 2021 AMOUNT: $ 5,130. 2022 AMOUNT: $ 13,512. 2023 AMOUNT: $ 18,576. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 253533 33947 10310 277170 316770 -52690 10547 253533 296016 31146 10392 316770 290462 15792 10238 296016 260777 39771 10086 290462 0.37888 0.25404 0.36706 0 0 153103 55454 97649 24671 24671 122320 BENEFICIAL INTEREST IN ASSETS HELD BY COMMUNITY FOUNDATION 277170 F BENEFICIAL INTEREST IN IRREVOCABLE TRUST 143334 F 420504 3144609 146071 34004 180075 2964534 16531 232191 248722 3213256 2966436 34004 34004 2932432 16531 232191 248722 3181154 PART V, LINE 4: TO SUPPORT COMMUNITY NEEDS AND ORGANIZATIONAL SUPPORT EXPENSES, WHILE HONORING DONOR RESTRICTIONS, IF ANY, CONSISTENT WITH THE UNITED WAY TAX EXEMPT PURPOSE. PART XI, LINE 4B - OTHER ADJUSTMENTS: AMOUNTS RAISED ON BEHALF OF OTHERS 232,191. PART XII, LINE 4B - OTHER ADJUSTMENTS: AMOUNTS RAISED ON BEHALF OF OTHERS 232,191. 1 BIG BROTHERS BIG SISTERS OF NORTHEAST WISCONSIN 1345 WEST MASON STREET 210 GREEN BAY WI 54303 391274696 501(C)(3) 70554 0 PROGRAM SUPPORT BOYS AND GIRLS CLUB OF GREEN BAY 311 SOUTH ONEIDA STREET GREEN BAY WI 54303 396102943 501(C)(3) 91928 0 PROGRAM SUPPORT CASA OF BROWN COUNTY 414 EAST WALNUT STREET SUITE 281 GREEN BAY WI 54301 200476117 501(C)(3) 35198 0 PROGRAM SUPPORT CATHOLIC CHARITIES OF THE DIOCESE OF GREEN BAY INC 1825 RIVERSIDE DRIVE GREEN BAY WI 54301 390808438 501(C)(3) 86168 0 PROGRAM SUPPORT CURATIVE CONNECTION 2900 CURRY LANE GREEN BAY WI 54308 390806435 501(C)(3) 37139 0 PROGRAM SUPPORT ENCOMPASS EARLY EDUCATION AND CARE 1300 BELLEVUE STREET GREEN BAY WI 54303 390824004 501(C)(3) 140559 0 PROGRAM SUPPORT FAMILY AND CHILDCARE RESOURCES OF NEW 201 WEST WALNUT STREET SUITE F GREEN BAY WI 54303 263004541 501(C)(3) 20745 0 PROGRAM SUPPORT FAMILY SERVICES OF NORTHEAST WISCONSIN 300 CROOK STREET GREEN BAY WI 54301 390827320 501(C)(3) 187168 0 PROGRAM SUPPORT FOUNDATIONS HEALTH AND WHOLENESS 1601 WEST MASON STREET GREEN BAY WI 54303 391047205 501(C)(3) 26810 0 PROGRAM SUPPORT GOLDEN HOUSE 1120 UNIVERSITY AVENUE GREEN BAY WI 54302 391342659 501(C)(3) 72749 0 PROGRAM SUPPORT GREEN BAY PUBLIC SCHOOLS - STARFISH PROGRAM 200 SOUTH BROADWAY GREEN BAY WI 54303 396002329 GOVT 10319 0 PROGRAM SUPPORT HOUSE OF HOPE 1660 CHRISTIANA STREET GREEN BAY WI 54303 391708805 501(C)(3) 46986 0 PROGRAM SUPPORT LEGAL ACTION OF WISCONSIN 201 WEST WALNUT STREET SUITE 203 GREEN BAY WI 54303 391077192 501(C)(3) 36050 0 PROGRAM SUPPORT LITERACY GREEN BAY 424 SOUTH MONROE STREET GREEN BAY WI 54301 391383597 501(C)(3) 45003 0 PROGRAM SUPPORT NEW COMMUNITY CLINIC 622 BODART STREET GREEN BAY WI 54301 391200636 501(C)(3) 122175 0 PROGRAM SUPPORT NEW COMMUNITY SHELTER 301 MATHER STREET GREEN BAY WI 54303 391787059 501(C)(3) 46235 0 PROGRAM SUPPORT OTHER UNITED WAYS AND OTHER ORGANIZATIONS VARIOUS GREEN BAY WI 54301 999999999 501(C)(3) 450216 0 PROGRAM SUPPORT SALVATION ARMY OF BROWN COUNTY 1315 LIME KILN ROAD GREEN BAY WI 54311 390806899 501(C)(3) 49540 0 PROGRAM SUPPORT 19 0 PART I, LINE 2: AT A MINIMUM, ANNUAL REPORTS FROM EACH OF OUR GRANTEES ARE REQUIRED. INFORMATION REQUESTED INCLUDES, BUT IS NOT LIMITED TO, A NARRATIVE REPORT SUMMARIZING OUTPUTS, OUTCOMES, CHALLENGES AND OPPORTUNITIES; A DEMOGRAPHICS WORKSHEET CAPTURING THE TOTAL NUMBER OF INDIVIDUALS AND HOUSEHOLDS SERVED, GENDER IDENTITY, AGE, RACE/ETHNICITY, AND INCOME; AND A BUDGET SUMMARY. X 0 0 0 0 0 0 0 0 0 ROBYN DAVIS PRESIDENT/CEO 135133 0 0 0 0 0 6587 0 18984 0 160704 0 0 0 PART I, LINE 3 THE COMPENSATION OF THE CEO/EXECUTIVE DIRECTOR IS APPROVED BY THE BOARD OF DIRECTORS. X 1 33436 FAIR MARKET VALUE X 1 552 FAIR MARKET VALUE X DIAPERS 2 40025 FAIR MARKET VALUE X PRINTING AND ADVERTISING 4 24924 FAIR MARKET VALUE X RESOURCE DEVELOPMENT 3 3206 FAIR MARKET VALUE X PARKING PASSES 1 2500 FAIR MARKET VALUE 0 1 0 PART I, COLUMN (B): THE NUMBER OF CONTRIBUTIONS IS BEING REPORTED FORM 990, PART VI, SECTION B, LINE 11B THE TREASURER WILL PRESENT THE 990 TO THE BOARD OF DIRECTORS FORM 990, PART VI, SECTION B, LINE 12C THE BROWN COUNTY UNITED WAY REQUIRES THAT ALL EMPLOYEES, BOARD MEMBERS AND KEY VOLUNTEERS SIGN THE CONFLICT OF INTEREST POLICY ON A YEARLY BASIS. IF ANY CONFLICTS ARISE, THEY WILL BE BROUGHT TO THE EXECUTIVE COMMITTEE FOR FURTHER REVIEW AND ACTION. FORM 990, PART VI, SECTION B, LINE 15 THE CEO'S COMPENSATION IS DETERMINED AFTER THE ANNUAL REVIEW. THE EXECUTIVE COMMITTEE WILL DETERMINE THE COMPENSATION AMOUNT BASED ON THE RESULTS OF THE ANNUAL REVIEW. THIS FIGURE WILL BE FORWARDED TO THE BOARD OF DIRECTORS FOR APPROVAL. ALL OTHER OFFICERS COMPENSATION WILL BE DETERMINED AFTER THEIR ANNUAL REVIEWS BY THE CEO. THE CEO WILL THEN BRING THIS AMOUNT TO THE EXECUTIVE COMMITTEE FOR APPROVAL. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2023. 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 ON OUR WEBSITE AT WWW.BROWNCOUNTYUNITEDWAY.ORG, AND ALSO FURNISHED UPON PHONE OR MAIL REQUEST.