WHALEN Services

Our Services Help You Focus on STRATEGY

The WHALEN Center for Strategic Change offers services in five areas:woman drawing strategy process
  1. Strategic Thinking
  2. Strategy Development
  3. Strategic Planning
  4. Implementation Oversight
  5. Outcome Measurement

We work with people:

  • In small groups
  • In large groups
  • Individually
We work with clients:
  • Face-to-face
  • Online - webinars, email, forums, online meetings
  • By Telephone


 

 

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From: Kathy Hubbard < This e-mail address is being protected from spambots. You need JavaScript enabled to view it >
Date: Tue, Nov 17, 2009 at 7:00 AM
Subject: RE: Question about United Way rules
To: Melissa Auchard Scholz < This e-mail address is being protected from spambots. You need JavaScript enabled to view it >

Hi Melissa,

Good to hear from you.  In the scenario below, if each organization maintains their 501(c)3 status then they would continue to need an audit.  In some ways our audit requirements are dictated by Administrative Rule 30 in the State. This rule sets out eligibility requirements for participating in the State and University combined campaigns and says that in order to eligible any 501(c)3 is required to have a GAAP audit. There are some efforts underway to change that rule, but I don’t know if that will happen. Does that answer your question?

For our volunteers, I think it would depend on how much smaller the program services are and what kind of fiscal review they are going through annually.

Kathy Hubbard

Director, Community Impact

United Way of Dane County

Phone (608) 246-4373

www.unitedwaydanecounty.org

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