2025-11-14T16:47:46-06:00 2025-06-30 390974031 WEGNER CPAS LLP 2921 LANDMARK PL STE 300 MADISON WI 537134236 990 2024-07-01 237281696 UNITED WAY OF WASHINGTON COUNTY INC UNIT 2623383821 321 N MAIN STREET 305 WEST BEND WI 53095 KIRK EMERICH VICE PRESIDENT 2623383821 2025-11-12 1 1 JENNY TARKOWSKI CPA P00634290 6082744020 2025-11-12 2024 2025-03-06 01:10:19Z KRISTIN BRANDNER 321 N MAIN STREET 305 WEST BEND WI 53095 2039140 0 X WWW.UNITEDWAYOFWASHINGTONCOUNTY.ORG X 1936 WI TO IMPROVE LIVES AND COMMUNITY CONDITIONS IN MEASURABLE AND LASTING WAYS. 18 18 5 501 0 0 1862896 1949230 0 0 17612 24312 41777 55229 1922285 2028771 1433993 1436962 0 0 364003 368338 0 0 285028 263020 281637 2061016 2086937 -138731 -58166 2173170 2052211 1090322 1022821 1082848 1029390 MOBILIZE THE CARING POWER OF WASHINGTON COUNTY TO IMPROVE LIVES AND COMMUNITY CONDITIONS IN MEASURABLE AND LASTING WAYS. 0 0 1105072 1105072 0 ANNUAL SUSTAINABLE FUNDING - THE ORGANIZATION RAISES AND DISTRIBUTES FUNDS TO PRIORITIZED HUMAN SERVICE PROGRAMS AT 21 SOCIAL SERVICE AGENCIES BASED ON IDENTIFIED IMPACT AREAS AND PROGRAM OUTCOMES. THE ORGANIZATION COLLABORATES WITH OTHER AGENCIES AND COMMUNITY PARTNERS TO HELP ADDRESS WASHINGTON COUNTY NEEDS. 549553 331890 0 COMMUNITY IMPACT - THE ORGANIZATION IS COMMITTED TO SUPPORTING PROGRAMS AND INITIATIVES THAT PROVIDE COMMUNITY SOLUTIONS AND DELIVER MEASURABLE RESULTS. GOALS AND OBJECTIVES ARE BASED ON CURRENT COMMUNITY NEEDS AND ALIGNED WITH KEY COUNTY-WIDE PRIORITIES. 1654625 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 0 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 21 0 5 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 WI X KRISTIN BRANDNER 2623383821 321 N MAIN STREET STE 305 WEST BEND WI 53095 KRISTIN BRANDNER CHIEF EXECUTIVE OFFICER 40.00 X 133710 0 884 JIM SCHWALEN PRESIDENT 2.00 X X 0 0 0 KIRK EMERICH VICE PRESIDENT 2.00 X X 0 0 0 KAYLA SCHUPPEL TREASURER 2.00 X X 0 0 0 DOMINIC LADD SECRETARY 2.00 X X 0 0 0 CARRIE KASUBASKI TREASURER (THRU JAN 2025) 2.00 X X 0 0 0 DAN BARANEK DIRECTOR 1.00 X 0 0 0 KAREN BIALAS DIRECTOR 1.00 X 0 0 0 JULIE DISCOLL DIRECTOR 1.00 X 0 0 0 MELANIE GONRING DIRECTOR 1.00 X 0 0 0 SUE GUTJAHR DIRECTOR 1.00 X 0 0 0 ANDY HETEBRUEG DIRECTOR 1.00 X 0 0 0 MICHAEL HOFFMAN DIRECTOR 1.00 X 0 0 0 RIC LEITHEISER DIRECTOR 1.00 X 0 0 0 AMANDA NOVOTNY DIRECTOR 1.00 X 0 0 0 IAN PRUST DIRECTOR 1.00 X 0 0 0 DAN SHEA DIRECTOR 1.00 X 0 0 0 SARAH STADLER DIRECTOR 1.00 X 0 0 0 KARA WAGGONER DIRECTOR 1.00 X 0 0 0 RALPH SCHLASS DIRECTOR 1.00 X 0 0 0 ANNA MCDERMOTT DIRECTOR (THRU JAN 2025) 1.00 X 0 0 0 133710 0 884 1 0 0 0 0 69593 11752 20528 1847357 21438 1949230 24312 24312 19400 2341 17059 17059 17059 25096 11752 8028 17068 17068 RECOVERY OF WRITE-OFF 900099 8990 8990 12112 12112 21102 2028771 0 0 79541 1436962 1436962 132224 33056 33056 66112 201758 101491 31837 68430 8879 3577 1725 3577 25477 10264 4950 10263 24925 24925 23651 8558 8558 6535 14450 3538 10912 40755 6339 12779 21637 21856 8634 4302 8920 39721 18618 7556 13547 3561 1407 701 1453 15555 2470 1230 11855 11210 5383 5222 605 10597 3024 4449 3124 CAMPAIGN SUPPLIES 45422 45422 DUES AND SUBSCRIPTIONS 26786 10582 5272 10932 3148 722 722 1704 2086937 1654625 147284 285028 50 1 886036 950950 345464 387969 12175 12857 408438 30834 388814 377604 540631 322830 2173170 2052211 61961 19278 671227 616377 14375 7500 342759 379666 1090322 1022821 X 1082848 1029390 1082848 1029390 2173170 2052211 X -58166 4708 X 0 1 X 1 0 X 1714614 1681452 1889796 1862896 1949230 9097988 1714614 1681452 1889796 1862896 1949230 9097988 976295 8121693 26543 13704 10588 26012 43712 120559 9218547 325290 0.88100 0.91010 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 128991 -133974 4983 124543 4448 128991 124537 6 124543 124527 10 124537 112211 12316 124527 0.00000 0.00000 0.00000 0 0 48832 48832 340859 18768 322091 18747 12066 6681 377604 EMPLOYEE RETENTION CREDIT RECEIVABLE 13088 SECURITY DEPOSIT 2153 OPERATING LEASE RIGHT-OF-USE ASSETS 307589 322830 OPERATING LEASE LIABILITIES 324466 DEFERRED RENT 55200 379666 1793174 4015 -242244 -238229 2031403 -2632 -2632 2028771 1846632 4015 -244320 -240305 2086937 0 2086937 PART V, LINE 4: THE PURPOSE OF THE FUND WILL BE TO PROVIDE INCOME TO SUPPORT AND CONTRIBUTE TO THE OPERATION OF THE UNITED WAY AND TO PROVIDE ADDITIONAL FUNDS TO ENHANCE THE ABILITY OF THE UNITED WAY TO MEET ITS MISSION. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF BENEFICIAL INTEREST IN REMAINDER TRUST 4,708. DONOR DESIGNATIONS -246,952. PART XI, LINE 4B - OTHER ADJUSTMENTS: DIRECT EXPENSES REPORTED ON FORM 990, PART VIII, LINE 6B -2,341. DIRECT EXPENSES REPORTED ON FORM 990, PART VIII, LINE 8B -291. PART XII, LINE 2D - OTHER ADJUSTMENTS: DONOR DESIGNATIONS -246,952. DIRECT EXPENSES REPORTED ON FORM 990, PART VIII, LINE 6B 2,341. DIRECT EXPENSES REPORTED ON FORM 990, PART VIII, LINE 8B 291. GOLF OUTING 36848 11752 25096 6448 1168 412 36848 11752 25096 6448 1168 412 8028 17068 1 AMERICAN NATIONAL RED CROSS 819 SCHOENHAAR DRIVE WEST BEND WI 53090 530196605 501(C)(3) 0 12500 GENERAL USE BIG BROTHERS BIG SISTERS OF WASHINGTON COUNTY 103 N MAIN S WEST BEND WI 53095 391214215 501(C)(3) 0 82500 GENERAL USE BOYS AND GIRLS CLUBS OF WASHINGTON COUNTY 925 N SILVERBROOK DR WEST BEND WI 53090 391773689 501(C)(3) 0 130000 GENERAL USE CASA GUADALUPE EDUCATION CENTER 479 N MAIN ST WEST BEND WI 53090 204483105 501(C)(3) 0 81000 GENERAL USE CATHOLIC CHARITIES 3501 S LAKE DRIVE MILWAUKEE WI 53207 390806321 501(C)(3) 0 132500 GENERAL USE EASTER SEALS SOUTHEAST WISCONSIN INC 2222 S 114TH STREET WEST ALLIS WI 53227 390816849 501(C)(3) 0 12500 GENERAL USE ELEVATE INC PO BOX 632 WEST BEND WI 53095 391256286 501(C)(3) 0 115000 GENERAL USE FAMILY PROMISE OF WASHINGTON COUNTY 724 ELM ST WEST BEND WI 53095 270740203 501(C)(3) 0 150000 GENERAL USE FAMILY SERVICE ASSOCIATION OF SHEBOYGAN INC 1930 NORTH 8TH STREET SHEBOYGAN WI 53081 390808501 501(C)(3) 0 12500 GENERAL USE FORWARD CAREERS 2200 GREENTREE RD WEST BEND WI 53090 391657328 501(C)(3) 0 12500 GENERAL USE FRIENDS INC PO BOX 117 WEST BEND WI 53095 391308555 501(C)(3) 0 127000 GENERAL USE FULL SHELF FOOD PANTRY 231 MUNICIPAL DRIVE WEST BEND WI 53095 391716270 501(C)(3) 0 20000 GENERAL USE IMPACT INC 6737 W WASHINGTON ST MILWAUKEE WI 53214 390988784 501(C)(3) 0 20000 GENERAL USE INTERFAITH CAREGIVERS OF WASHINGTON COUNTY PO BOX 1143 WEST BEND WI 53095 020657722 501(C)(3) 0 87500 GENERAL USE KETTLE MORAINE YMCA 1111 Y DR WEST BEND WI 53095 391175559 501(C)(3) 0 53500 GENERAL USE LAKESHORE COMMUNITY HEALTH CARE 1721 SAEMANN AVE SHEBOYGAN WI 53081 264321839 501(C)(3) 0 30000 GENERAL USE LAKESHORE REGIONAL CHILD ADVOCACY CENTER 134 S FOSTER DRIVE SAUKVILLE WI 53080 371829968 501(C)(3) 0 10000 GENERAL USE NAMI WASHINGTON COUNTY INC 2030 STONEBRIDGE RD WEST BEND WI 53095 391950573 501(C)(3) 0 41500 GENERAL USE SENIOR CITIZENS ACTIVITIES INC 2378 W WASHINGTON ST STE A WEST BEND WI 53095 391091440 501(C)(3) 0 14000 GENERAL USE THE THRESHOLD INC 600 ROLFS AVE WEST BEND WI 53095 391102430 501(C)(3) 0 149000 GENERAL USE THE YOUTH FAMILY PROJECT INC 630 ELM ST WEST BEND WI 53095 510149160 501(C)(3) 0 92500 GENERAL USE RIDES AND REINS TEC INC 4371 ARTHUR RD SLINGER WI 53086 391973639 501(C)(3) 0 10000 GENERAL USE 22 0 PART I, LINE 2: GRANT FUNDS ARE PROVIDED TO LOCAL AGENCIES TO SUPPPORT THE ACTIVITIES WITHIN WASHINGTON COUNTY, WISCONSIN. THESE PARTNER AGENCIES REPORT THEIR ACTIVITIES TO US ON AN ANNUAL BASIS AND THERE HAS NEVER BEEN ANY INDICATION THAT THESE FUNDS ARE USED FOR ANY ACTIVITIES OUTSIDE OF THE US. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED AND APPROVED BY THE OPERATIONS COMMITTEE AND THEN PROVIDED TO THE FULL BOARD OF DIRECTORS BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY ALL DIRECTORS AND OFFICERS REVIEW A STATEMENT THAT PROVIDES INFORMATION REGARDING THEIR INTERESTS AND THOSE OF THEIR FAMILY MEMBERS THAT COULD GIVE RISE TO CONFLICTS. THE MEMBERS OF THE EXECUTIVE COMMITTEE MAKE DETERMINATIONS OF WHETHER A CONFLICT EXISTS AND REVIEW ACTUAL CONFLICTS. ANY PERSON WITH A CONFLICT IS PROHIBITED FROM PARTICIPATING IN THE GOVERNING BODY'S DELIBERATIONS AND DECISIONS IN THE TRANSACTION. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTEE OF THE BOARD REVIEWS THE PERFORMANCE OF THE CEO EACH YEAR. HER PERFORMANCE IS ASSESSED AGAINST GOALS PREVIOUSLY SET AND HER COMPENSATION IS COMPARED TO DATA RECEIVED FROM THE UNITED WAY WORLDWIDE AND TO COMPARABLE LOCAL AGENCIES. THE PERFORMANCE OF OTHER KEY EMPLOYEES (IF ANY) IS REVIEWED BY THE CEO. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MADE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THE FORM 990 IS AVAILABLE ON OUR WEBSITE. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF BENEFICIAL INTEREST IN REMAINDER TRUST 4,708.