Form 990 for tax year 2023

Totals

Total revenue

$1,333,678

Total expenses

$878,802

Contributions and grants received

$1,127,066

Grants paid

$392,500

Program service revenue

$64,934

Investment income

$92,451

Other revenue

$49,227

Total assets, end of year

$6,058,858

Total liabilities, end of year

$19,115

Net assets or fund balances, end of year

$6,039,743

Program services expenses (Part IX)

$692,181

Management and general expenses

$92,706

Fundraising expenses

$93,915

Program service expenses (Part III)

$692,181

Program services were 78.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Mission and programs · 2023

• ALLOCATIONS TO PARTNER PROGRAMS FOCUSED ON OUR STRATEGY AREAS OF: EDUCATION, INCOME, HEALTH AND SAFETY NET SERVICES. IN 2023 COMMUNITY INVESTMENT FUNDS WERE ALLOCATED IN THE FOLLOWING AREAS: GRANTS FOR EDUCATION - UNITED WAY OF SOUTH WOOD AND ADAMS COUNTIES MADE GRANTS TO 7 PROGRAMS WHICH DIRECTLY INFLUENCE YOUTH WITHIN OUR SERVICE AREA. THESE PROGRAMS PROVIDED SERVICE TO OVER 1,500 OF OUR YOUTH.THE PRIORITIES FOR FUNDING IN THIS AREA: EARLY YEARS AND YOUTH SUCCESS. GRANTS FOR INCOME - UNITED WAY OF SOUTH WOOD AND ADAMS COUNTIES MADE GRANTS TO 1 PROGRAM WHICH DIRECTLY INFLUENCE THE PRIORITY AREA OF FINANCIAL STABILITY. THROUGH THIS PROGRAM, 9 FAMILIES WERE SERVED. GRANTS FOR HEALTH - UNITED WAY OF SOUTH WOOD AND ADAMS COUNTIES MADE GRANTS TO 11 PROGRAMS, WHICH SUPPORT THE PRIORITY OF SUPPORTIVE COMMUNITY HEALTH SERVICES IN OUR SERVICE AREA. THROUGH THESE PROGRAMS OVER 6,700 PEOPLE RECEIVED A VARIETY OF SERVICES. GRANTS FOR SAFETY NET SERVICES - UNITED WAY OF SOUTH WOOD AND ADAMS COUNTIES MADE GRANTS TO 8 PROGRAMS WHICH HELP PEOPLE WITH THEIR BASIC NEEDS. THESE PROGRAMS PROVIDED SERVICE TO OVER 38,000 PEOPLE. THE PRIORITIES FOR FUNDING IN THIS AREA ARE EMERGENCY SHELTER AND FOOD.UNITED WAY OF SOUTH WOOD AND ADAMS COUNTIES WOMEN UNITED IS FOCUSED ON LITERACY. THE TWO MAIN INITIATIVES WERE: (1) LEARNING FOR LIFE OUR READING MENTOR PROGRAM IN 5 LOCAL ELEMENTARY SCHOOLS AND DOLLY PARTON'S IMAGINATION LIBRARY BOOK DELIVERY PROGRAM FOR BIRTH TO AGE 5. (2) COMMUNITY COALITIONS: WE CONVENE OR PARTICIPATE IN A COMMUNITY COALITION FOR EACH OF OUR STRATEGY AREAS: SOUTH WOOD COUNTY HUNGER COALITION, HOMELESSNESS COALITION, EARLY YEARS COALITION, YOUTH SUCCESS COALITION, FINANCIAL STABILITY COALITION AND SUPPORTIVE COMMUNITY HEALTH SERVICES ROUNDTABLE.OTHER INITIATIVES INCLUDE: - THE GREAT BOOK GIVEAWAY SUMMER READING PROGRAM AND BOOK GIVEAWAY. - THE FINANCE & INVESTMENT CHALLENGE BOWL WITH 90 HIGH SCHOOL STUDENTS PARTICIPATING. - SINGLECARE PRESCRIPTION DISCOUNT CARD, ENTOUCH WIRELESS, STUFF THE BUS SCHOOL SUPPLY DRIVE AND DISTRIBUTION WHERE 914 STUDENTS WERE SERVED.

  Expenses $495,736 · Grants $392,500 · Revenue $43,708

• UNITED WAY'S 2-1-1 PROVIDES INFORMATION, RESOURCES AND REFERRALS TO INDIVIDUALS 24/7 THROUGHOUT 13 COUNTIES IN CENTRAL AND NORTHERN WISCONSIN. CALLERS ARE REFERRED TO PROGRAMS, WHICH CAN HELP THEM IN THEIR RESPECTIVE COMMUNITIES. IN 2023, 4,382 CALLS WERE HANDLED. THE TOP NEEDS WERE FOR HOUSING & SHELTER, HEALTHCARE & COVID-19, AND MENTAL HEALTH & ADDICTION.

  Expenses $102,452 · Revenue $32,409

• THE VOLUNTEER CENTER OF UNITED WAY OF SOUTH WOOD AND ADAMS COUNTIES CONNECTS LOCAL NON-PROFIT AGENCIES WITH VOLUNTEERS. VOLUNTEERS ARE MATCHED WITH ORGANIZATIONS THAT HAVE OPPORTUNITIES IN LINE WITH THEIR INTERESTS. THE 2023 VOLUNTEER STATS FROM THE VOLUNTEERINNERWISC.ORG WEBSITE ARE AS FOLLOWS: 45 AGENCIES WERE REGISTERED TO THE WEBSITE, 94 VOLUNTEER OPPORTUNITIES WERE POSTED TO THE WEBSITE, AND 805 VOLUNTEERS WERE REGISTERED TO THE WEBSITE. IN OCTOBER 2023, 448 VOLUNTEERS RAKED 80 YARDS FOR LOCAL ELDERLY/DISABLED DURING DAY OF CARING.

  Expenses $45,409

• UNITED WAY OF SOUTH WOOD & ADAMS COUNTIES WOMEN UNITED (WU). THE MEMBERSHIP IS MADE UP OF WOMEN WHO CARE ABOUT THE COMMUNITY AND ARE WILLING TO INVEST ADDITIONAL FUNDS, OUTSIDE OF THE CAMPAIGN, WITH A PRIORITY ON LITERACY. THE MEMBERSHIP DETERMINES HOW FUNDS ARE ALLOCATED TO PROGRAMS WHICH FIT THE MISSION OF UNITED WAY OF SOUTH WOOD & ADAMS COUNTIES. THE FOCUS OF WU IS LEARNING FOR LIFE - LITERACY, WHICH INCLUDES A READING MENTOR PROGRAM WORKING WITH STUDENTS IN KINDERGARTEN THROUGH THIRD GRADE AND IMAGINATION LIBRARY BOOK GIFTING PROGRAM.

  Expenses $48,584 · Revenue $32,525

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

• BOYS AND GIRLS CLUB

  $60,000

  PROGRAM ASSISTANCE

• THE FAMILY CENTER

  $60,000

  PROGRAM ASSISTANCE

• YMCA

  $54,750

  PROGRAM ASSISTANCE

• NORTH CENTRAL COMMUNITY ACTION

  $51,525

  PROGRAM ASSISTANCE

• FOCUS

  $30,625

  PROGRAM ASSISTANCE

• BOY SCOUTS

  $25,000

  PROGRAM ASSISTANCE

• CHILD CARING INC

  $19,500

  PROGRAM ASSISTANCE

• PARK PLACE ADULT DAY CARE

  $15,000

  PROGRAM ASSISTANCE

• FAITH IN ACTION

  $13,500

  PROGRAM ASSISTANCE

• OPPORTUNITY DEVELOPMENT CENTERS INC

  $12,500

  PROGRAM ASSISTANCE

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type

form_990

Tax year

2023

Filed

9 May 2024

IRS schema version

2023v5.0

Source object

202431349349304198

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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