UNITED WAY OF SOUTH WOOD & ADAMS COUNTIES INC

EIN: 391212595 501(c)(3) Philanthropy & Grantmaking

WISCONSIN RAPIDS, WI

Total Revenue
$1,682,428
Total Expenses
$905,354
Total Assets
$6,886,401
Net Assets
$6,853,389
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Financial Trends

Organization Details

Formation Year
1942
Legal Domicile
WI
Principal Officer
TARI JAHNS
Phone
7154210390
Tax Period
2024-01-01 to 2024-12-31

UNITED WAY OF SOUTH WOOD & ADAMS COUNTIES INC, founded in 1942, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.7M in total revenue in fiscal year 2024. Revenue surged 26% from the prior year, signaling strong growth momentum. The organization ran a surplus of $777K, a strong 46% operating margin.

Mission

THE MISSION OF THE UNITED WAY OF SOUTH WOOD & ADAMS COUNTIES, INC. IS: UNITED WE CHANGE AND STRENGHTEN LIVES BY INVESTING IN OUR COMMUNITY.

Program Service Accomplishments

Program 1
Expenses: $541,032 Revenue: $49,316

ALLOCATIONS TO PARTNER PROGRAMS FOCUSED ON OUR STRATEGY AREAS OF: EDUCATION, INCOME, HEALTH AND SAFETY NET SERVICES. IN 2024 COMMUNITY INVESTMENT FUNDS WERE ALLOCATED IN THE FOLLOWING AREAS: GRANTS...

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ALLOCATIONS TO PARTNER PROGRAMS FOCUSED ON OUR STRATEGY AREAS OF: EDUCATION, INCOME, HEALTH AND SAFETY NET SERVICES. IN 2024 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 1,900 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, 5 FAMILIES WERE SERVED. GRANTS FOR HEALTH - UNITED WAY OF SOUTH WOOD AND ADAMS COUNTIES MADE GRANTS TO 12 PROGRAMS, WHICH SUPPORT THE PRIORITY OF SUPPORTIVE COMMUNITY HEALTH SERVICES IN OUR SERVICE AREA. THROUGH THESE PROGRAMS OVER 4,000 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 39,000 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 4 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: - VOLUNTEERISM - 450 VOLUNTEERS RAKED 85 YARDS FOR LOCAL ELDERLY/DISABLED DURING THE DAY OF CARING. - THE GREAT BOOK GIVEAWAY - SUMMER READING PROGRAM AND BOOK GIVEAWAY. - THE FINANCE & INVESTMENT CHALLENGE BOWL WITH 95 HIGH SCHOOL STUDENTS PARTICIPATING. - SINGLECARE PRESCRIPTION DISCOUNT CARD, ENTOUCH WIRELESS, STUFF THE BUS SCHOOL SUPPLY DRIVE AND DISTRIBUTION WHERE 946 STUDENTS WERE SERVED.

Program 2
Expenses: $131,881

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...

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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 2024, 5,110 CALLS WERE HANDLED. THE TOP NEEDS WERE FOR HOUSING & SHELTER, MENTAL HEALTH & ADDICTION, AND EMPLOYMENT & INCOME.

Program 3
Expenses: $28,888

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...

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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 AND CLASSROOM GRANTS.

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Trantor Score

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $1,385,344
Program Service Revenue $49,316
Investment Income $240,352
Other Revenue $7,416
TOTAL REVENUE $1,682,428

Expense Breakdown

Grants Paid $388,025
Salaries & Benefits $337,360
Fundraising Expenses $94,524
Program Expenses $701,801
Other Expenses $179,969
TOTAL EXPENSES $905,354

Year-over-Year Comparison

2024 2023 Change
Revenue $1,682,428 $1,333,678 +0.3%
Expenses $905,354 $878,802 +0.0%
Net Income $777,074 $454,876 +0.7%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
19
Independent Members
19
Employees
7
Volunteers
100

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
5
$107,367
Total Directors
19
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
BRIAN DEWITT VICE PRESIDENT 2.00
Officer Director
$0 $0 $0
BRIAN HANSON DIRECTOR 0.50
Director
$0 $0 $0
BRIAN SLINKMAN DIRECTOR 0.50
Director
$0 $0 $0
DALE BIKOWSKI PRESIDENT 2.00
Officer Director
$0 $0 $0
DARYL CASTONA DIRECTOR 0.50
Director
$0 $0 $0
DAVE ORCUTT DIRECTOR 0.50
Director
$0 $0 $0
EMILY WEILER DIRECTOR 0.50
Director
$0 $0 $0
GREG HARTJES DIRECTOR 0.50
Director
$0 $0 $0
HEATHER GEHRT SECRETARY 2.00
Officer Director
$0 $0 $0
JADA MCDOUGALL DIRECTOR 0.50
Director
$0 $0 $0
JASON DEITZ DIRECTOR 0.50
Director
$0 $0 $0
JESSICA FOX DIRECTOR 0.50
Director
$0 $0 $0
JULANNE RANEK-STOLTZ DIRECTOR 0.50
Director
$0 $0 $0
JUSTIN HUEBNER DIRECTOR 0.50
Director
$0 $0 $0
NATHAN QUINNELL TREASURER 2.00
Officer Director
$0 $0 $0
RON RASMUSSEN DIRECTOR 0.50
Director
$0 $0 $0
SHALINA WOLLSCHLAGER DIRECTOR 0.50
Director
$0 $0 $0
SHAWN JOHNSTON DIRECTOR 0.50
Director
$0 $0 $0
SHELLY MONDEIK DIRECTOR 0.50
Director
$0 $0 $0
TARI JAHNS CHIEF EXECUTIVE OFFICER 40.00
Officer
$93,600 $13,767 $107,367
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 No data No data No data No data
2024 $1,682,428 $905,354 $6,886,401 $777,074
2023 $1,333,678 $878,802 $6,058,858 $454,876
2022 $835,658 $865,945 $5,344,800 $-30,287
2021 $925,329 $819,160 $5,879,565 $106,169
2020 $875,644 $950,355 $5,813,165 $-74,711
2019 $950,310 $884,975 $5,644,170 $65,335
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