2024-11-15T12:23:57-06:00 2022-12-31 390912608 HAWKINS ASH CPAS LLP ONE EAST WALDO BOULEVARD SUITE 5 MANITOWOC WI 542202912 990 2022-01-01 390806194 FOND DU LAC AREA UNITED WAY INC FOND 9209217010 74 S MAIN ST SUITE 201 FOND DU LAC WI 54935 AMBER KILAWEE EXECUTIVE DIRECTOR 9209217010 2024-11-14 1 0 JEFFREY DVORACHEK P00964591 9206847128 2024-11-08 2022 2024-10-15 13:58:12Z X AMBER KILAWEE 74 S MAIN ST SUITE 201 FOND DU LAC WI 54935 598945 0 X WWW.FDLUNITEDWAY.ORG X 1948 WI TO UNITE INDIVIDUALS AND ORGANIZATIONS IN TEAMWORK THAT FORSTERS THE HEALTH, EDUCATION AND FINANCIAL STABILITY OF OUR COMMUNITY 14 14 3 130 0 0 564549 536189 2523 5882 7020 15670 55652 1393 629744 559134 413849 356257 0 0 99249 93545 0 0 95955 164324 123118 677422 572920 -47678 -13786 686380 575797 61464 35875 624916 539922 TO UNITE INDIVIDUALS AND ORGANIZATIONS IN A COLLABORATIVE COST-EFFECTIVE EFFORT TO MEET THE HUMAN SERVICE NEEDS OF THE COMMUNITY 0 0 428639 356257 7275 ORGANIZATION CONDUCTS COMMUNITY DEVELOPMENT ACTIVITIES AND USES FUNDRAISING AS A STRATEGY FOR IMPLEMENTING COMMUNITY IMPACT CHANGES TO ASSESSED CONDITIONS. 180 VOLUNTEERS CONTRIBUTE THEIR TIME AND TALENTS TO ENSURE CONTINUED SUCCESS OF THE ORGANIZATION. 29 PARTNERSHIPS INCLUDE: EDUCATION, BUSINESS AND FAITH-BASED ORGANIZATIONS. 428639 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 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 0 0 3 1 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 1 0 0 WI X X AMBER KILAWEE 9209217010 74 S MAIN ST NO 201 FOND DU LAC WI 54935 AMBER KILAWEE EXECUTIVE DIRECTOR 40.00 X X 54500 0 6380 KAY LUEPKE TREASURER 1.00 X X 0 0 0 BRIAN CARMODY VICE PRESIDENT 1.00 X X 0 0 0 REBECCA JOHNSON PRESIDENT 1.00 X X 0 0 0 RYAN PELOT PAST PRESIDENT 1.00 X 0 0 0 TAYLOR SCHNEIDER DIRECTOR 1.00 X 0 0 0 DR JOANNE PASIUK DIRECTOR 1.00 X 0 0 0 TIM REID DIRECTOR 1.00 X 0 0 0 JERID WINKLER DIRECTOR 1.00 X 0 0 0 ERIN BRENDELSON SECRETARY 1.00 X X 0 0 0 CELESTE ZEMLICKA DIRECTOR 1.00 X 0 0 0 ISHAMON HARRIS DIRECTOR 1.00 X 0 0 0 CHAD WADE DIRECTOR 1.00 X 0 0 0 MAZ HOLZMANN DIRECTOR 1.00 X 0 0 0 54500 0 6380 0 0 0 0 0 24146 512043 1750 536189 PROCESSING FEES 561000 5882 5882 5882 9791 9791 45690 39811 5879 5879 5879 MISCELLANEOUS INCOME 900099 1393 1393 1393 559134 7275 0 15670 356257 356257 54500 6540 10900 37060 20807 2546 4150 14111 10540 1272 2106 7162 7698 929 1538 5231 3554 3554 10730 1310 1665 7755 27579 915 12987 13677 787 197 315 275 11182 10064 1118 2617 261 1047 1309 GRANT EXPENSES 38119 38119 BAD DEBT EXPENSE 20000 20000 CAMPAIGN EXPENSES 8257 8257 COMMUNITY NEEDS ASSESSM 293 293 572920 428639 48326 95955 126733 93101 171724 175784 1076 1128 29721 29721 0 0 386847 305784 686380 575797 61464 35875 61464 35875 X 229888 346778 395028 193144 624916 539922 686380 575797 -13786 -71208 0 X X 0 1 X 1 0 X 615145 679264 696234 564549 536189 3091381 615145 679264 696234 564549 536189 3091381 295719 2795662 -7652 27912 7020 9791 37071 1393 1393 3129845 0.89320 0.98580 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 207063 -33880 173183 183749 23314 207063 164235 19514 183749 152328 11907 164235 152328 152328 1.00000 0 0 29721 29721 0 0 CASH EQUIVALENTS 6151 F MUTUAL FUNDS 237347 F EXCHANGE TRADED FUNDS 52403 F REAL ASSETS 9883 F 305784 X 487022 -71208 22650 -48558 535580 3554 20000 23554 559134 572016 22650 22650 549366 3554 20000 23554 572920 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, 2022 AND 2021, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS, HOWEVER, THERE ARE CURRENTLY NO AUDITS IN PROGRESS FOR ANY TAX PERIOD. THE ORGANIZATION WILL RECOGNIZE FUTURE ACCRUED INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS IN INCOME TAX EXPENSE IF INCURRED. PART XI, LINE 4B - OTHER ADJUSTMENTS: BAD DEBT EXPENSE 20,000. PART XII, LINE 4B - OTHER ADJUSTMENTS: PROVISION FOR UNCOLLECTIBLES 20,000. 1 BIG BROTHERSBIG SISTERS 448 S MILITARY RD FOND DU LAC WI 54935 391330971 3 48333 0 GENERAL PURPOSE BOYS & GIRLS CLUB 400 S MILITARY RD FOND DU LAC WI 54935 391896496 3 35833 0 GENERAL PURPOSE CATHOLIC CHARITIES 191 S MAIN ST FOND DU LAC WI 54935 390806321 3 19583 0 GENERAL PURPOSE SOLUTIONS CENTER 39 N SOPHIA ST FOND DU LAC WI 54935 391452950 3 42000 0 GENERAL PURPOSE YOUTH FOR CHRIST 303 E 9TH ST FOND DU LAC WI 54935 237391603 3 21917 0 GENERAL PURPOSE SALVATION ARMY 24 W COTTON ST FOND DU LAC WI 54935 362167910 3 35008 0 GENERAL PURPOSE YMCA 90 W 2ND ST FOND DU LAC WI 54935 390806436 3 30000 0 GENERAL PURPOSE ASTOP 430 E DIVISION ST FOND DU LAC WI 54935 391707358 3 21583 0 GENERAL PURPOSE FDL ADULT LITERACY SERVICES 309 WINNEBAGO DR FOND DU LAC WI 54935 391901303 3 20000 0 GENERAL PURPOSE CHILDREN'S MUSEUM OF FOND DU LAC 51 SHEBOYGAN ST FOND DU LAC WI 54935 562471187 3 11000 0 GENERAL PURPOSE CAMP TO BELONG PO BOX 321 FOND DU LAC WI 54935 472186254 3 7833 0 GENERAL PURPOSE FAMILY CONNECTIONS 2508 S 8TH ST SHEBOYGAN WI 53081 391688188 3 6000 0 GENERAL PURPOSE UNITED WAY 2-1-1 74 S MAIN ST STE 201 FOND DU LAC WI 54935 390806194 3 8500 0 GENERAL PURPOSE YSCREEN AND DRUG FREE COMMUNITIES 72 WEST 9TH ST FOND DU LAC WI 54935 391411371 3 38667 0 GENERAL PURPOSE PART I, LINE 2: GRANT RECIPIENTS ARE REQUIRED TO COMPLETE AND RETURN QUARTERLY REPORTS DESCRIBING USE OF FUNDS SUCH AS HOW THE FUNDS WERE USED, NUMBER OF PEOPLE SERVED AND OUTCOMES OF THE USE OF THOSE FUNDS. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT COPY OF THE FORM 990 WILL BE DISTRIBUTED TO THE BOARD BEFORE IT IS FILED FOR REVIEW AND APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C CONFLICTS OF INTEREST ARE BROUGHT UP TO THE BOARD AND EXECUTIVE DIRECTOR AS THEY OCCUR. IF THERE WAS A CONFLICT, THE BOARD MEMBER INVOLVED WOULD ABSTAIN FROM ANY VOTE RELATING TO THE CONFLICT. FORM 990, PART VI, SECTION B, LINE 15A EXECUTIVE DIRECTOR WAGES ARE SET BY THE BOARD OF DIRECTORS WHO USE COMPARATIVE DATA AND SALARY SURVEYS AS ONE SOURCE OF DETERMINING FAIR AND COMPETITIVE COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE UPON REQUEST PART XII, LINE 2C THE FULL BOARD ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND THE SELECTION OF AN INDEPENDENT ACCOUNTANT. THE PROCESS HAS NOT CHANGED FROM PRIOR YEARS. FORM 990, ITEM B THE ORIGINALLY FILED FORM 990 IS BEING AMENDED AS IT WAS DETERMINED THE ORIGINAL INFORMATION USED TO PREPARE THE RETURN WAS INCORRECT. THE FOLLIWNG SCHEDULES/PARTS HAVE BEEN CHANGED; FORM 990 - PART I, III, VIII, IX, X, XI, AND XII SCHEDULE A, PART II SCHEDULE D - PART XI SCHEDULE O