United Way Of Rock River Valley is located in Rockford, IL. The organization was established in 1937. According to its NTEE Classification (T70) the organization is classified as: Federated Giving Programs, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. As of 06/2021, United Way Of Rock River Valley employed 20 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. United Way Of Rock River Valley is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2021, United Way Of Rock River Valley generated $3.6m in total revenue. This represents a relatively dramatic decline in revenue. Over the past 6 years, the organization has seen revenues fall by an average of (5.4%) each year. All expenses for the organization totaled $3.4m during the year ending 06/2021. As we would expect to see with falling revenues, expenses have declined by (5.7%) per year over the past 6 years. You can explore the organizations financials more deeply in the financial statements section below.
Since 2017, United Way Of Rock River Valley has awarded 268 individual grants totaling $11,245,226. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990T
Mission & Program ActivityExcerpts From the 990T Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
UNITING THE COLLECTIVE POWER OF OUR COMMUNITY TO IMPROVE LIVES.
Describe the Organization's Program Activity:
1. UNITED WAY SUPPORTED COVID-19 RELIEF EFFORTS BY RAISING AND DISTRIBUTING $1.4 MILLION (SPANNING TWO FISCAL YEARS) FOR COVID RELIEF IN THE ROCK RIVER VALLEY REGION. IN PARTNERSHIP WITH A LOCAL COMMUNITY RESPONSE TEAM, UNITED WAY ACCEPTED APPLICATIONS FROM NONPROFIT AGENCIES THAT DIRECTLY SERVE CLIENTS IMPACTED BY THE COVID-19 PANDEMIC OR SUFFERING FROM ITS ECONOMIC HARDSHIPS AND AFTER-EFFECTS. GRANTS WERE MADE TO AGENCIES TO SUPPORT THEIR OUTREACH OF PPE, FOOD, AND CHILDCARE FOR ESSENTIAL WORKERS. GRANTS WERE ALSO AWARDED TO NONPROFIT AGENCIES WITH THE CAPACITY TO DISTRIBUTE CASH RELIEF DIRECTLY TO CLIENTS IN NEED.
2. UNITED WAY COMMUNITY SERVICES - UNITED WAY 2-1-1 IS A 24 HOUR/7-DAY, INFORMATION AND REFERRAL HOTLINE THAT CONNECTS THOSE IN NEED TO AVAILABLE RESOURCES IN THE COMMUNITY. PEOPLE CALL 2-1-1 FROM ANY TELEPHONE AND THEY ARE IMMEDIATELY CONNECTED WITH A REAL-TIME OPERATOR WHO INQUIRES WHAT THEIR NEED IS AND CONNECTS THEM WITH SOCIAL SERVICE AGENCY PROGRAMS. DURING THE COVID-19 PANDEMIC, CALLS TO 2-1-1 TRIPLED IN VOLUME AS COMMUNITY MEMBERS REACHED OUT TO THIS SIMPLE TO USE, ALL-INCLUSIVE RESOURCESUNITED WAY'S SINGLE CARE PRESCRIPTION DISCOUNT CARD HAS SAVED PEOPLE IN OUR COMMUNITY $5.4 MILLION IN PRESCRIPTION DRUG COSTS. AVAILABLE TO ANY PERSON IN WINNEBAGO AND OGLE COUNTIES, THE CARD OFFERS UP TO 40% OFF REGULAR PRESCRIPTION DRUG PRICES. IT IS CONFIDENTIAL AND ACCEPTED AT MOST MAJOR PHARMACIES.UNITED WAY'S STRONG NEIGHBORHOODS INITIATIVE SUPPORTS MIDDLE SCHOOLERS AND THEIR FAMILIES BY BRINGING POLICE AND SOCIAL SERVICE AGENCIES TO UNDER-RESOURCED NEIGHBORHOODS. THREE STRONG NEIGHBORHOOD HOUSES ARE USED AS RESOURCE CENTERS WHERE NEIGHBORS CAN FIND A RELAXED, EASY WAY TO FORM A RELATIONSHIP WITH A COMMUNITY POLICE OFFICER OR A MEMBER OF THE SHERIFF'S DEPARTMENT. NONPROFIT AGENCIES USE THE HOUSES TO OFFER SERVICES THAT ARE NOT EASILY ACCESSED IN THE NEIGHBORHOODS. EXAMPLES INCLUDE ESL CLASSES, EMPLOYMENT SUPPORT INCLUDING RESUME WRITING AND SOFT SKILLS TRAINING, FAMILY SUPPORT INCLUDING LOCATING SAFE, AFFORDABLE HOUSING, AND PARENTING CLASSES FOR FAMILIES WITH CHILDREN OF ALL AGES.
3. EDUCATION IMPACT INITIATIVE UNITED WAY'S BOLD GOAL IS FOR ALL 9TH GRADERS TO BE ON TRACK TO GRADUATE WHEN THEY FINISH 8TH GRADE. THIS GOAL IS BEING ACCOMPLISHED THROUGH OUR EDUCATIONAL IMPACT PROGRAMS. MIDDLE SCHOOL SUCCESS IS CENTERED AROUND AN EARLY WARNING AND RESPONSE SYSTEM THAT TRACKS MIDDLE SCHOOL STUDENTS' ATTENDANCE, BEHAVIOR, AND COURSE GRADES IN MATH AND ENGLISH. IT HAS BEEN PROVEN THAT WHEN JUST ONE OF THESE AREAS BEGINS TO SUFFER, A STUDENT'S CHANCES OF GRADUATING ON TIME FALLS DRAMATICALLY. UNITED WAY USES A DASHBOARD THAT TRACKS EACH MIDDLE SCHOOLER'S PROGRESS AND WHEN PROGRESS IS IN JEOPARDY, A UNITED WAY ACHIEVEMENT ADVOCATE STEPS IN WITH INTERVENTIONS AND SUPPORTS TO GET A STUDENT BACK ON TRACK.UNITED WAY'S DOLLY PARTON IMAGINATION LIBRARY SUPPORTS MIDDLE SCHOOL SUCCESS BY SUPPORTING POSITIVE READING HABITS AS SOON AS BIRTH. THE IMAGINATION LIBRARY BRINGS AGE-APPROPRIATE BOOKS TO CHILDREN AGES 0 5 YEARS OLD WHEN THEIR FAMILIES REGISTER FOR THE PROGRAM. BOOKS ARE MAILED OUT EACH MONTH, DIRECTLY TO THE CHILD'S HOME AND CONTINUE UNTIL THE CHILD'S FIFTH BIRTHDAY. CHILDREN HAVE THE OPPORTUNITY TO BUILD A HOME LIBRARY OF 60 BOOKS. BOOKS IN THE HOME ARE PROVEN TO BE THE SINGLE BEST INDICATOR OF A CHILD'S SUCCESS IN SCHOOL. THE MORE BOOKS IN THE HOME, THE BETTER THE CHANCES OF THE CHILD MAXIMIZING ACADEMIC SUCCESS.
Name (title) | Role | Hours | Compensation |
---|---|---|---|
Paul Logli Ex-Ceo | Officer | 40 | $140,453 |
Linda Sandquist Vice President | Officer | 40 | $82,229 |
Theresa Merriman CFO | Officer | 40 | $81,470 |
Mark Baldwin Vice President / Secretary | OfficerTrustee | 1 | $0 |
Julie O'rourke Board Chair | OfficerTrustee | 1 | $0 |
Troy Haggestad Vice Chair | OfficerTrustee | 1 | $0 |
Statement of Revenue | |
---|---|
Federated campaigns | $0 |
Membership dues | $0 |
Fundraising events | $0 |
Related organizations | $0 |
Government grants | $190,950 |
All other contributions, gifts, grants, and similar amounts not included above | $2,914,667 |
Noncash contributions included in lines 1a–1f | $0 |
Total Revenue from Contributions, Gifts, Grants & Similar | $3,105,617 |
Total Program Service Revenue | $0 |
Investment income | $72,604 |
Tax Exempt Bond Proceeds | $0 |
Royalties | $0 |
Net Rental Income | $0 |
Net Gain/Loss on Asset Sales | $292,241 |
Net Income from Fundraising Events | $0 |
Net Income from Gaming Activities | $0 |
Net Income from Sales of Inventory | $0 |
Miscellaneous Revenue | $0 |
Total Revenue | $3,550,426 |
Statement of Expenses | |
---|---|
Grants and other assistance to domestic organizations and domestic governments. | $1,305,473 |
Grants and other assistance to domestic individuals. | $0 |
Grants and other assistance to Foreign Orgs/Individuals | $0 |
Benefits paid to or for members | $0 |
Compensation of current officers, directors, key employees. | $285,257 |
Compensation of current officers, directors, key employees. | $32,732 |
Compensation to disqualified persons | $0 |
Other salaries and wages | $631,220 |
Pension plan accruals and contributions | $31,732 |
Other employee benefits | $105,322 |
Payroll taxes | $134,907 |
Fees for services: Management | $0 |
Fees for services: Legal | $0 |
Fees for services: Accounting | $0 |
Fees for services: Lobbying | $0 |
Fees for services: Fundraising | $0 |
Fees for services: Investment Management | $28,592 |
Fees for services: Other | $53,430 |
Advertising and promotion | $0 |
Office expenses | $20,190 |
Information technology | $0 |
Royalties | $0 |
Occupancy | $59,696 |
Travel | $4,071 |
Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
Conferences, conventions, and meetings | $0 |
Interest | $0 |
Payments to affiliates | $56,872 |
Depreciation, depletion, and amortization | $4,991 |
Insurance | $10,573 |
All other expenses | $47,750 |
Total functional expenses | $3,362,742 |
Balance Sheet | |
---|---|
Cash—non-interest-bearing | $378,817 |
Savings and temporary cash investments | $980,106 |
Pledges and grants receivable | $662,837 |
Accounts receivable, net | $0 |
Loans from Officers, Directors, or Controlling Persons | $0 |
Loans from Disqualified Persons | $0 |
Notes and loans receivable | $0 |
Inventories for sale or use | $0 |
Prepaid expenses and deferred charges | $47,084 |
Net Land, buildings, and equipment | $19,485 |
Investments—publicly traded securities | $6,347,845 |
Investments—other securities | $0 |
Investments—program-related | $0 |
Intangible assets | $0 |
Other assets | $0 |
Total assets | $8,436,174 |
Accounts payable and accrued expenses | $182,280 |
Grants payable | $287,273 |
Deferred revenue | $0 |
Tax-exempt bond liabilities | $0 |
Escrow or custodial account liability | $0 |
Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
Secured mortgages and notes payable | $0 |
Unsecured mortgages and notes payable | $0 |
Other liabilities | $229,392 |
Total liabilities | $698,945 |
Net assets without donor restrictions | $4,698,872 |
Net assets with donor restrictions | $3,038,357 |
Capital stock or trust principal, or current funds | $0 |
Paid-in or capital surplus, or land, building, or equipment fund | $0 |
Retained earnings, endowment, accumulated income, or other funds | $0 |
Total liabilities and net assets/fund balances | $8,436,174 |
Over the last fiscal year, United Way Of Rock River Valley has awarded $1,305,473 in support to 42 organizations.
Grant Recipient | Amount |
---|---|
Caledonia, IL PURPOSE: PROGRAM SUPPORT | $122,496 |
Rockford, IL PURPOSE: PROGRAM SUPPORT | $109,731 |
Rockford, IL PURPOSE: DONOR DESIGNATIONS | $93,669 |
Rockford, IL PURPOSE: PROGRAM SUPPORT | $81,200 |
Rockford, IL PURPOSE: PROGRAM SUPPORT | $75,858 |
Rockford, IL PURPOSE: PROGRAM SUPPORT | $75,500 |
Over the last fiscal year, we have identified 18 grants that United Way Of Rock River Valley has recieved totaling $504,006.
Awarding Organization | Amount |
---|---|
Woodward Governor Charitable Trust Rockford, IL PURPOSE: GENERAL WELFARE | $217,080 |
Community Foundation Of Northern Illinois Rockford, IL PURPOSE: FOR PURPOSES AS SPECIFIED IN A GRANT APPLICATION, FUND AGREEMENT OR GIFT INSTRUMENT | $81,231 |
Organization Name not Listed PURPOSE: GENERAL | | $50,000 |
American Online Giving Foundation Inc Newark, DE PURPOSE: GENERAL SUPPORT | $47,372 |
Schwab Charitable Fund San Francisco, CA PURPOSE: PUBLIC, SOCIETAL BENEFIT | $33,600 |
United Way Of Greater Milwaukee & Waukesha County Inc Milwaukee, WI PURPOSE: DONOR DESIGNATIONS | $15,681 |
Beg. Balance | $2,486,813 |
Earnings | $643,114 |
Admin Expense | $24,007 |
Net Contributions | $3,377,167 |
Grants | $135,242 |
Ending Balance | $6,347,845 |
Organization Name | Assets | Revenue |
---|---|---|
Crown Family Foundation Chicago, IL | $468,729,562 | $19,005,366 |
Christian Community Health Center Chicago, IL | $24,875,996 | $21,223,346 |
Jewish Federation Of St Louis St Louis, MO | $156,968,183 | $19,475,995 |
Pritzker Family Philanthropic Fund Chicago, IL | $175,241,348 | $15,696,254 |
Memorial Foundation Inc Belleville, IL | $139,919,506 | $17,553,919 |
Ramtell Inc Tell City, IN | $25,696,087 | $2,760,088 |
Marquardt Home And Community Based Services Inc Watertown, WI | $9,140,172 | $14,598,397 |
Jewish Federation Of Greater Indianapolis Inc Indianapolis, IN | $105,560,722 | $10,106,603 |
Winning Wheels Inc Prophetstown, IL | $11,909,541 | $13,671,140 |
United Way Fox Cities Inc Menasha, WI | $16,186,120 | $10,302,524 |
Heart Of Illinois United Way Inc Peoria, IL | $14,132,248 | $9,955,140 |
Jewish Community Of Louisville Inc Louisville, KY | $51,829,029 | $17,241,761 |