Nonprofit · EIN 39-0935496
UNITED WAY OF MARATHON COUNTY INC
Tax-exempt · WAUSAU, WI 54401
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $3,634,535 | $3,470,777 | $163,758 | $5,333,995 | $2,498,893 | $2,835,102 |
| December 31, 2023 | 990 | $3,379,630 | $3,426,267 | -$46,637 | $5,213,990 | $2,619,439 | $2,594,551 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $3,383,761
- of which government grants
- $92,345
- Program service revenue
- $0
- Investment income
- $61,408
- Net gain from sales of assets
- -$32
- Other revenue
- $189,366
Expenses
- Grants and similar amounts paid
- $1,628,350
- Compensation of officers, directors and key employees
- $208,610
- Other salaries and wages
- $697,789
- Salaries, compensation and benefits (total)
- $1,108,568
- Professional fundraising fees
- $0
- Legal fees
- $1,191
- Accounting fees
- $26,443
- Occupancy
- $48,599
- Travel
- $1,119
- Depreciation
- $13,271
- Program services (functional)
- $2,812,099
- Management and general (functional)
- $382,296
- Fundraising (functional)
- $276,382
Balance sheet and other
- Total assets, start of year
- $5,213,990
- Total assets, end of year
- $5,333,995
- Total liabilities, end of year
- $2,498,893
- Net assets, end of year
- $2,835,102
- Land, buildings and equipment
- $63,274
- Net assets without donor restrictions
- $1,594,207
- Net assets with donor restrictions
- $1,240,895
- Gross receipts
- $3,646,907
- Employees
- 22
- Volunteers
- 2,578
- Year formed
- 1959
- State of legal domicile
- WI
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Jeffrey Sargent | Executive Director Trustee or director, Officer, Key employee, Highest-paid employee | 40 | $121,920 | $5,366 |
| Melissa Beese | Director of Finance and Admin Key employee | 40 | $86,690 | $3,883 |
| Andrew Shallow | Assoc Corp Giving Chair Trustee or director, Officer | 1 | $0 | $0 |
| Julie Bliss | Vice President Marketing Trustee or director, Officer | 1 | $0 | $0 |
| Dr Swati Biswas | At Large Community Officer Trustee or director, Officer | 1 | $0 | $0 |
| Michael Loy | Past President Trustee or director, Officer | 1 | $0 | $0 |
| David Greene | President Trustee or director, Officer | 2 | $0 | $0 |
| Bailey Sleeper | Vice President Community Impact Trustee or director, Officer | 2 | $0 | $0 |
| Rob Elliott | Board Member Trustee or director | 1 | $0 | $0 |
| Nancy Kaiser | Board Member Trustee or director | 1 | $0 | $0 |
| Jenny Redman-Schell | Board Member Trustee or director | 1 | $0 | $0 |
| Paul Herold | Board Member Trustee or director | 1 | $0 | $0 |
| Kari Solomonson | Board Member Trustee or director | 1 | $0 | $0 |
| Craig Uhlenbrauck | President Elect Trustee or director, Officer | 1 | $0 | $0 |
| Kalli Yaklyvich | Board Member Trustee or director | 1 | $0 | $0 |
12 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Lisa Felch | Board Member Trustee or director | 1 | $0 |
| Amy Janke | Corporate Giving Chair Trustee or director, Officer | 2 | $0 |
| Jessica Meadows | Board Member Trustee or director | 1 | $0 |
| Christy Keele | Board Member Trustee or director | 1 | $0 |
| Dr Casey Nye | Board Member Trustee or director | 1 | $0 |
| Todd Hagedorn | Board Member Trustee or director | 1 | $0 |
| Mitchell Guralski | Ex-Officio Trustee or director | 1 | $0 |
| Steve Zeinemann | Ex-Officio Trustee or director | 1 | $0 |
| David Nelson | VP Administration Trustee or director, Officer | 2 | $0 |
| Tom Newell | Board member Trustee or director | 1 | $0 |
| Jennifer Smith | Board Member Trustee or director | 1 | $0 |
| Samantha Diedrich | Board Member Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 31 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Jeffrey Sargent | Executive Director Trustee or director, Key employee, Highest-paid employee | 40 | $118,265 | $5,247 |
| Melissa Beese | Director of Finance and Admin Key employee | 40 | $83,996 | $3,806 |
| Andrew Shallow | Vice President of Finance Trustee or director, Officer | 1 | $0 | $0 |
| Ryan Gallagher | Past President Trustee or director, Officer | 1 | $0 | $0 |
| Julie Bliss | Vice President Marketing Trustee or director, Officer | 1 | $0 | $0 |
| Dr Swati Biswas | At Large Community Officer Trustee or director, Officer | 1 | $0 | $0 |
| Sarah Napgezek | Board Member Trustee or director | 1 | $0 | $0 |
| Michael Loy | President Trustee or director, Officer | 1 | $0 | $0 |
| Amanda Sahr | Vice President Community Impact Trustee or director, Officer | 1 | $0 | $0 |
| David Greene | President Elect Trustee or director, Officer | 1 | $0 | $0 |
| Bailey Sleeper | Agency Representitive Trustee or director | 1 | $0 | $0 |
| Rob Elliott | Board Member Trustee or director | 1 | $0 | $0 |
| Nancy Kaiser | Board Member Trustee or director | 1 | $0 | $0 |
| Audrey Kavanagh | Board Member Trustee or director | 1 | $0 | $0 |
| MaiGer Moua | Board Member Trustee or director | 1 | $0 | $0 |
| Jenny Redman-Schell | Board Member Trustee or director | 1 | $0 | $0 |
| Paul Herold | Board Member Trustee or director | 1 | $0 | $0 |
| Kari Solomonson | Board Member Trustee or director | 1 | $0 | $0 |
| Craig Uhlenbrauck | Corporate Giving Chair Trustee or director, Officer | 1 | $0 | $0 |
| Kalli Yaklyvich | Board Member Trustee or director | 1 | $0 | $0 |
| Eric Steinbach | Board Member Trustee or director | 1 | $0 | $0 |
| Lisa Felch | Board Member Trustee or director | 1 | $0 | $0 |
| Amy Janke | Assoc. Corporate Giving Chair Trustee or director, Officer | 1 | $0 | $0 |
| Jessica Meadows | Board Member Trustee or director | 1 | $0 | $0 |
| Christy Keele | Board Member Trustee or director | 1 | $0 | $0 |
| Dr Casey Nye | Board Member Trustee or director | 1 | $0 | $0 |
| Todd Hagedorn | Board Member Trustee or director | 1 | $0 | $0 |
| Jessica Lind | Ex-Officio Trustee or director | 1 | $0 | $0 |
| Amber Gober | Ex-Officio Trustee or director | 1 | $0 | $0 |
| Mitchell Guralski | Ex-Officio Trustee or director | 1 | $0 | $0 |
| Steve Zeinemann | Ex-Officio Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 705 S 24TH AVE STE 400B, WAUSAU, WI 54401-5400
- Principal officer (990 for 2024)
- Jeffrey Sargent, 705 S 24th Avenue, Suite 400B, Wausau, WI 54401
- Signed the 990
- Jeff Sargent, Executive Director/CEO
- Phone
- (715) 848-2927
- Website
- www.unitedwaymc.org
Mission
Unite people and organizations in Marathon County to build a stronger community and strategically invest in promoting financial stability to improve lives now and into the future. Focusing on the ALICE population and lifting individuals and families out of financial instability.
Program accomplishments
- United Way of Marathon County engages people in giving back to their community. By bringing together people with passion, expertise and resources, United Way of Marathon County is able to achieve far greater results than any one group or organization working alone. With input from community experts and volunteers, focused goals have been set in the areas of education, income and health, the building blocks for a good quality of life. United Way of Marathon County is advancing this agenda by working with our community partners to develop action plans that will create the desired change. Examples of the goals we want to achieve include improving kindergarten readiness, reducing relationship violence and reducing hunger and homelessness. By focusing on key issues and leveraging partnerships and resources, we can effectively and efficiently get results.Expenses $2,523,294 · grants $1,628,350
- United Way's 211 is an information and referral service that is here to help answer questions and connect you to services 24 hours a day, 7 days a week: by phone, through publications, via the online searchable database, text, chat or by email. 2-1-1 provides information regarding support groups, family counseling, services for an aging parent, financial assistance, volunteer opportunities, other community services and groups and much more. The information and referrals that they provide are free, confidential and personalized.Expenses $288,805
- Additional United Way affiliate programs are: Women United, Emerging Leaders, Hunger Coalition, Early Years, Retire United, Housing and Homeless Coalition and the Volunteer Connection. More information regarding these programs is available on our website, www.unitedwaymc.org.0
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 39-0935496
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1959
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T70Z)
- Assets (IRS master file)
- $5,333,995
- Income (IRS master file)
- $3,646,907
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $3,634,535 | $3,470,777 | $5,333,995 | XML |
| 990 | December 2023 | $3,379,630 | $3,426,267 | $5,213,990 | XML |
| 990 | December 2022 | $3,198,406 | $3,341,190 | $5,503,606 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 39-0935496).
Questions about UNITED WAY OF MARATHON COUNTY INC
- What is the EIN of UNITED WAY OF MARATHON COUNTY INC?
- The employer identification number (EIN) of UNITED WAY OF MARATHON COUNTY INC is 39-0935496.
- Is UNITED WAY OF MARATHON COUNTY INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1959.
- Are donations to UNITED WAY OF MARATHON COUNTY INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does UNITED WAY OF MARATHON COUNTY INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of UNITED WAY OF MARATHON COUNTY INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UNITED WAY OF MARATHON COUNTY INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of UNITED WAY OF MARATHON COUNTY INC?
- The 990 for the year ended December 31, 2024 names Jeffrey Sargent.
- Who are the officers and directors of UNITED WAY OF MARATHON COUNTY INC?
- The 990 for the year ended December 31, 2024 lists 27 people; 2 received compensation from the organization, the highest $121,920 (Jeffrey Sargent, Executive Director).
- How much revenue does UNITED WAY OF MARATHON COUNTY INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $3,634,535, expenses of $3,470,777 and total assets of $5,333,995 at year end.
Other nonprofits in WAUSAU
- DWIGHT AND LINDA DAVIS FOUNDATION EIN 26-3604136 · last filed 990-PF for 2024
- COMMUNITY FOUNDATION OF NORTH CENTRAL WISCONSIN INC EIN 39-1577472 · last filed 990 for 2025
- B A AND ESTHER GREENHECK FOUNDATION EIN 39-1937735 · last filed 990-PF for 2025
- KOCOUREK FAMILY FOUNDATION INC EIN 86-1335263 · last filed 990-PF for 2024
- MACDONALD FOUNDATION EIN 33-6269762 · last filed 990-PF for 2025
- SERAMUR FAMILY FOUNDATION INC EIN 39-1806609 · last filed 990-PF for 2025
- DUDLEY FOUNDATION INC EIN 39-2003427 · last filed 990-PF for 2025
- WIPFLI FOUNDATION INC EIN 20-2901635 · last filed 990-PF for 2025
All nonprofits in WAUSAU · Wisconsin · Philanthropy, voluntarism and grantmaking foundations