UNITED WAY OF MARATHON COUNTY INC Charity Report

Public IRS 990 nonprofit record

UNITED WAY OF MARATHON COUNTY INC

EIN 39-0935496 · Philanthropy, Voluntarism & Grantmaking Foundations (T70Z)

What they do

United Ways New Bold Goal to Lift 10,000 Community Members to Financial Stability By 2033 With The Help of Our Funded Partners and Our Mission Uniting to Thrive, Focusing On Serving The ALICE Population to Assist With Meeting Basic Needs and Improving Lives Through Campaign Dollars and Corporate Giving.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $81.00 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders27 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

77.37%of revenue went to mission work81.0% of expenses · Program services

7.60%of revenue went to fundraising8.0% of expenses

$95.49spent for every $100 of revenueRevenue covered expenses this year.

10.52%of revenue went to management and office costs11.0% of expenses

$1.54in assets for every $1 spent this yearSome assets cannot be spent right away.

93.1%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $127,286 for JEFFREY SARGENT (EXECUTIVE DIRECTOR). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$3,634,535

Mission workProgram services$2,812,09977.37% of revenue81.0% of expenses

ManagementOffice and general costs$382,29610.52% of revenue11.0% of expenses

FundraisingAsking for donations$276,3827.60% of revenue8.0% of expenses

Revenue left after expensesReported annual surplus$163,7584.51% of revenueShown in gray on the chart

Total expenses$3,470,77795.49% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 81.0% mission · 11.0% management · 8.0% fundraisingTotal expenses: 95.49% of revenue

2023Expense mix: 79.4% mission · 13.3% management · 7.3% fundraisingTotal expenses: 101.38% of revenue

2022Expense mix: 81.7% mission · 9.8% management · 8.6% fundraisingTotal expenses: 104.46% of revenue

2021Expense mix: 81.1% mission · 10.9% management · 8.0% fundraisingTotal expenses: 95.46% of revenue

2020Expense mix: 80.8% mission · 10.8% management · 8.4% fundraisingTotal expenses: 98.99% of revenue

2019Expense mix: 79.6% mission · 13.0% management · 7.3% fundraisingTotal expenses: 102.34% of revenue

2018Expense mix: 81.6% mission · 10.0% management · 8.4% fundraisingTotal expenses: 100.26% of revenue

2017Expense mix: 82.2% mission · 9.7% management · 8.2% fundraisingTotal expenses: 99.10% of revenue

Money in and money out

Revenue$3,634,535

Expenses$3,470,777

Annual surplus $163,758 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$2,812,099 · 81.0% of expenses

Management and office costs$382,296 · 11.0% of expenses

Fundraising$276,382 · 8.0% of expenses

See all reported dollar amounts

Revenue$3,634,535

Expenses$3,470,777

Assets$5,333,995

Income$3,646,907

Contributions$3,383,761

Mission work (program services)$2,812,099

Fundraising$276,382

Grants given$12,826,160

Average grant$84,941

Management and general$382,296

Accounting fees$26,443

Investing fees$11,251

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

JEFFREY SARGENTEXECUTIVE DIRECTOR · 40 hrs/week $127,286Base $121,920 · Other $5,366

MELISSA BEESEDIRECTOR OF FINANCE AND ADMIN · 40 hrs/week $90,573Base $86,690 · Other $3,883

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (27)

JEFFREY SARGENTEXECUTIVE DIRECTOR

MELISSA BEESEDIRECTOR OF FINANCE AND ADMIN

JULIE BLISSVICE PRESIDENT MARKETING

TOM NEWELLBOARD MEMBER

TODD HAGEDORNBOARD MEMBER

STEVE ZEINEMANNEX-OFFICIO

SAMANTHA DIEDRICHBOARD MEMBER

ROB ELLIOTTBOARD MEMBER

PAUL HEROLDBOARD MEMBER

NANCY KAISERBOARD MEMBER

MITCHELL GURALSKIEX-OFFICIO

MICHAEL LOYPAST PRESIDENT

LISA FELCHBOARD MEMBER

KARI SOLOMONSONBOARD MEMBER

KALLI YAKLYVICHBOARD MEMBER

AMY JANKECORPORATE GIVING CHAIR

JESSICA MEADOWSBOARD MEMBER

JENNY REDMAN-SCHELLBOARD MEMBER

JENNIFER SMITHBOARD MEMBER

DR SWATI BISWASAT LARGE COMMUNITY OFFICER

DR CASEY NYEBOARD MEMBER

DAVID NELSONVP ADMINISTRATION

DAVID GREENEPRESIDENT

CRAIG UHLENBRAUCKPRESIDENT ELECT

CHRISTY KEELEBOARD MEMBER

BAILEY SLEEPERVICE PRESIDENT COMMUNITY IMPACT

ANDREW SHALLOWASSOC CORP GIVING CHAIR

About this charity

Recognized since: January 1959
Location: 705 S 24TH AVE STE 400B, WAUSAU, WI 54401-5400
County: Marathon
In care of: Jeff Sargent
Primary officer: Jeff Sargent, Executive Director/CEO

How to reach them

WebsiteVisit the charity’s website Phone(715) 848-2927

Filing and classification

Latest tax year: 2024
Tax period began: January 1, 2024
Return type: 990
NTEE classification: Philanthropy, Voluntarism & Grantmaking Foundations (T70Z)
Grant-giving organization: Yes