2025-03-03T15:56:51-06:00 2024-06-30 390974031 WEGNER CPAS LLP 2921 LANDMARK PL STE 300 MADISON WI 537134236 990 2023-07-01 237281696 UNITED WAY OF WASHINGTON COUNTY INC UNIT 2623383821 321 N MAIN STREET 305 WEST BEND WI 53095 KRISTIN BRANDNER CHIEF EXECUTIVE OFFICER 2623383821 2025-02-28 1 1 JENNY TARKOWSKI CPA P00634290 6082744020 2025-02-28 2023 2025-03-06 01:10:19Z KRISTIN BRANDNER 321 N MAIN STREET 305 WEST BEND WI 53095 1933858 0 X WWW.UNITEDWAYOFWASHINGTONCOUNTY.ORG X 1936 WI TO IMPROVE LIVES AND COMMUNITY CONDITIONS IN MEASURABLE AND LASTING WAYS. 18 18 5 489 0 0 1889796 1862896 0 0 4288 17612 75003 41777 1969087 1922285 1289203 1433993 0 0 331743 364003 0 0 273076 261444 263020 1882390 2061016 86697 -138731 2103032 2173170 903509 1090322 1199523 1082848 MOBILIZE THE CARING POWER OF WASHINGTON COUNTY TO IMPROVE LIVES AND COMMUNITY CONDITIONS IN MEASURABLE AND LASTING WAYS. 0 0 1157050 1157050 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. 496614 276943 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. MENTAL HEALTH HAS BEEN IDENTIFIED AS A TOP LOCAL NEED. UNITED WAY IS FUNDING TWO NEW PROGRAMS FOCUSED ON YOUTH TO INCREASE ACCESS TO COUNSELING AND GROUP SESSION SERVICES. 1653664 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 22 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 SANDRA GIERNOTH PRESIDENT 2.00 X X 0 0 0 JIM SCHWALEN VICE PRESIDENT 2.00 X X 0 0 0 DOMINIC LADD SECRETARY 2.00 X X 0 0 0 CARRIE KASUBASKI TREASURER 2.00 X X 0 0 0 DAVID UELMEN PRESIDENT (THRU MARCH 2024) 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 JULIE GEYER 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 JENNY NIKOLAI DIRECTOR 1.00 X 0 0 0 JOE PICHLER DIRECTOR 1.00 X 0 0 0 MARY SIMON 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 (FROM MARCH 2024) 1.00 X 0 0 0 JIM STOMMEL DIRECTOR (THRU MARCH 2024) 1.00 X 0 0 0 KRISTIN BRANDNER CHIEF EXECUTIVE OFFICER 40.00 X 124045 0 817 124045 0 817 1 0 0 0 0 62877 9897 1790122 11311 1862896 17612 17612 8400 3634 4766 4766 4766 27536 9897 7939 19597 19597 RECOVERY OF WRITE-OFF 900099 13232 13232 4182 4182 17414 1922285 0 0 59389 1433993 1433993 127620 31905 31905 63810 201831 109000 33987 58844 9411 4025 1882 3504 25141 10753 5028 9360 23394 23394 23105 8087 8086 6932 14406 1380 13026 35981 6129 6602 23250 18239 7655 3700 6884 42958 21475 9029 12454 3238 1359 657 1222 17523 1038 502 15983 5616 4713 538 365 8104 2217 3893 1994 CAMPAIGN SUPPLIES 40737 40737 DUES AND SUBSCRIPTIONS 22422 9411 4549 8462 7297 524 524 6249 2061016 1653664 134276 273076 10911 50 923439 886036 376106 345464 9911 12175 408438 19624 234421 388814 548244 540631 2103032 2173170 29436 61961 502091 671227 12300 14375 359682 342759 903509 1090322 X 1199523 1082848 1199523 1082848 2103032 2173170 X -138731 22056 X 0 1 X 1 0 X 1615698 1714614 1681452 1889796 1862896 8764456 1615698 1714614 1681452 1889796 1862896 8764456 694954 8069502 25271 26543 13704 10588 26012 102118 8866574 291792 0.91010 0.92010 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 124543 4448 128991 124537 6 124543 124527 10 124537 112211 12316 124527 111707 504 112211 1.00000 0.00000 0.00000 0 0 48832 48832 166340 8524 157816 18747 11100 7647 174519 174519 388814 BENEFICIAL INTEREST IN REMAINDER TRUST 195101 FAMILIES FIRST CORONAVIRUS RESPONSE ACT REFUNDABLE CREDIT RECEIVABLE 13088 SECURITY DEPOSIT 2153 OPERATING LEASE RIGHT-OF-USE ASSETS 330289 540631 OPERATING LEASE LIABILITIES 342759 342759 1765143 2040 -162816 -160776 1925919 -3634 -3634 1922285 1881818 2040 -181238 -179198 2061016 0 2061016 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 22,056. DONOR DESIGNATIONS -184,872. PART XI, LINE 4B - OTHER ADJUSTMENTS: DIRECT EXPENSES REPORTED ON FORM 990, PART VIII, LINE 6B -3,634. PART XII, LINE 2D - OTHER ADJUSTMENTS: DONOR DESIGNATIONS -184,872. DIRECT EXPENSES REPORTED ON FORM 990, PART VIII, LINE 6B 3,634. GOLF OUTING 37433 9897 27536 6771 1008 160 37433 9897 27536 6771 1008 160 7939 19597 1 AMERICAN NATIONAL RED CROSS 819 SCHOENHAAR DRIVE WEST BEND WI 53090 530196605 501(C)(3) 11250 0 GENERAL USE BIG BROTHERS BIG SISTERS OF WASHINGTON COUNTY 103 N MAIN S WEST BEND WI 53095 391214215 501(C)(3) 82500 0 GENERAL USE BOYS AND GIRLS CLUBS OF WASHINGTON COUNTY 925 N SILVERBROOK DR WEST BEND WI 53090 391773689 501(C)(3) 130000 0 GENERAL USE CASA GUADALUPE EDUCATION CENTER 479 N MAIN ST WEST BEND WI 53090 204483105 501(C)(3) 57750 0 GENERAL USE FAMILY SERVICE ASSOCIATION OF SHEBOYGAN INC 1930 NORTH 8TH STREET SHEBOYGAN WI 53081 390808501 501(C)(3) 11250 0 GENERAL USE ELEVATE INC PO BOX 632 WEST BEND WI 53095 391256286 501(C)(3) 98560 0 GENERAL USE FAMILY PROMISE OF WASHINGTON COUNTY 724 ELM ST WEST BEND WI 53095 270740203 501(C)(3) 130000 0 GENERAL USE FULL SHELF FOOD PANTRY 231 MUNICIPAL DRIVE WEST BEND WI 53095 391716270 501(C)(3) 20000 0 GENERAL USE INTERFAITH CAREGIVERS OF WASHINGTON COUNTY PO BOX 1143 WEST BEND WI 53095 020657722 501(C)(3) 73000 0 GENERAL USE KETTLE MORAINE YMCA 1111 Y DR WEST BEND WI 53095 391175559 501(C)(3) 42200 0 GENERAL USE NAMI WASHINGTON COUNTY INC 2030 STONEBRIDGE RD WEST BEND WI 53095 391950573 501(C)(3) 15900 0 GENERAL USE SENIOR CITIZENS ACTIVITIES INC 2378 W WASHINGTON ST STE A WEST BEND WI 53095 391091440 501(C)(3) 12000 0 GENERAL USE THE THRESHOLD INC 600 ROLFS AVE WEST BEND WI 53095 391102430 501(C)(3) 111500 0 GENERAL USE THE YOUTH FAMILY PROJECT INC 630 ELM ST WEST BEND WI 53095 510149160 501(C)(3) 62500 0 GENERAL USE FORWARD CAREERS 2200 GREENTREE RD WEST BEND WI 53090 391657328 501(C)(3) 11250 0 GENERAL USE EASTER SEALS SOUTHEAST WISCONSIN INC 2222 S 114TH STREET WEST ALLIS WI 53227 390816849 501(C)(3) 11250 0 GENERAL USE LAKESHORE REGIONAL CHILD ADVOCACY CENTER 134 S FOSTER DRIVE SAUKVILLE WI 53080 371829968 501(C)(3) 10000 0 GENERAL USE CATHOLIC CHARITIES 3501 S LAKE DRIVE MILWAUKEE WI 53207 390806321 501(C)(3) 132500 0 GENERAL USE IMPACT INC 6737 W WASHINGTON ST MILWAUKEE WI 53214 390988784 501(C)(3) 15000 0 GENERAL USE FRIENDS INC PO BOX 117 WEST BEND WI 53095 391308555 501(C)(3) 101500 0 GENERAL USE LAKESHORE COMMUNITY HEALTH CARE 1721 SAEMANN AVE SHEBOYGAN WI 53081 264321839 501(C)(3) 30000 0 GENERAL USE 21 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 MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF BENEFICIAL INTEREST IN REMAINDER TRUST 22,056.