C E O P r o f i l e P a g e | 1 United Way of Marathon County 705 × S. 24th Avenue, Suite 400B × Wausau, WI 54403 848-2927(715) × Executive Director / Chief Executive Officer The OpportunityUnited Way of Marathon County is seeking a high energy and compassionate individual to make adifference and join a progressive team that is dedicated to achieve ambitious community andorganization-wide goals. The organization is highly successful and regarded as a leader in supportingthe needs of our community. The success is attributed to strong staff and volunteer leadership and ahistory of program excellence, innovation, and collaboration to advance the mission and goals of theorganization.The United Way of Marathon County has a total budget of $3.7 million and includes a staff of 17. Itoperates an eight county 211 call center, promotes volunteer engagement, maintains the CommunityCloset, and spearheads the Marathon County Hunger Coalition and Housing Taskforce. Roughly$900,000 of the revenue is raised outside of the annual campaign. The United Way also has anendowment that is maintained at the Community Foundation of North Central Wisconsin.To position itself for the future, United Way of Marathon County conducts regular strategic planningprocesses to set strategy and direction. In 2022 our organization elected to change our Mission to“Uniting to Thrive” with our Bold Goal of Lifting 10,000 Community Members to Financial Stability by2033. The organization is focused on impacting our ALICE population, convening the communityaround common goals, investing in best practices and engaging donors and stakeholders in its work.Examples of progress and accomplishments include:

• As of March 2025, we have achieved helping 4,443 community members to reach financialstability.

• The Community Closet served 1,550 unique households since re-opening in July 2023.

• Along with our funded partners we have served 16,288 community members since wechanged our Mission and referred 7,289 members to other services in the community.

• The 211 Call Center is accredited and receives more than twice the national average numberof calls as a % of population.

• Dedicated volunteers contribute approximately 7,400 hours in support of United Way eachyear, demonstrating a strong commitment to community engagement. This profile is based on the direction set in the 2022 Strategic Plan and further conversations aboutour progress and challenges. C E O P r o f i l e P a g e | 2 United Way of Marathon County 705 × S. 24th Avenue, Suite 400B × Wausau, WI 54403 848-2927(715) × The Organization Mission: Uniting to Thrive! Bold Goal: Lifting 10,000 Community Members to Financial Stability by 2033.Values: United Way of Marathon County believes in:

• Respecting and showing compassion for all people.

• Providing excellence in customer service.

• Engaging volunteers that reflect the county’s diversity and expands our capacity to addressour mission.

• Being a great partner to create positive community change.

• Embracing change to be a relevant and visionary leader.

• Pursuing growth through evaluation, continuous improvement, and learning.

• Communicating often and clearly with different messages appropriate to our variousstakeholders to build relationships and increase understanding.

• Having the highest standards of accountability, integrity, transparency, and ethics.

• Measuring and reporting impact results that relate to our community agenda. The strategic planning process recognized that there are numerous institutional initiatives.They are: 1. Evaluator of Community Needs: With the community, collect and analyze data and input tocollectively set priorities and monitor results. (LIFE and ALICE reports) 2. A single-issue focus.3. Grow and diversify revenue to serve our community.4. Engage and motivate our community through communications to emphasize the relevance and impart of our work.5. Deliver outstanding service to ensure every community member can be stable, by Uniting to Thrive. United Way Is the organization leader for these coalitions: • Marathon County Hunger Coalition

• Housing Taskforce

• Marathon County Early Years Coalition

• United Way Partnership for Youth Key Opportunities and Challenges for the next CEO:Be a leader in innovation, strategy implementation and a reputation for deliveringvalue. The Board is actively engaged in setting direction and overseeing the performance of UnitedWay to ensure it grows and stays relevant to make an impact in the community. The challenge for thefuture is to sustain this momentum and reputation for being a leader and delivering on expectations. Grow financial and other resources. Fundraising growth is a challenge and relies on expandingeffective strategies and deepening individual relationships especially with leadership donors, andcorporate and local foundation leaders. No single strategy exists to grow both traditional and non-traditional revenue. We operate in an increasingly competitive environment for growing resources.The key to future success will be to tap into connecting people who want to make a difference andcare about their community with United Way. Increased community engagement and leadershipgiving groups to help United Way connect to more individuals and help to increase donor retention. C E O P r o f i l e P a g e | 3 United Way of Marathon County 705 × S. 24th Avenue, Suite 400B × Wausau, WI 54403 848-2927(715) × United Way story is difficult to understand and share in a short concise way, yet critical for attractingand expanding the donor base. Utilizing technology and social media to connect and communicatewill be an ongoing opportunity as will segmenting our audiences and our message along with theapproaches used. Show measurable results for the collaborations and investments of United Way. Theorganization understands its unique value in aligning community resources to create positive changeand that no one organization can impact these issues alone. Collaborative partnerships are requiredwhich include public, private and non-profit organizations who are motivated to work together onimproving community around common goals. People are coming together, and United Way is seeingsome success with the coalitions. The opportunity is to continue to assist in skillfully supporting anddriving focused work plans that help set measurable results and make progress on the issue. Excel at governance and operations and retain and attract top staff and volunteertalent. United Way has an active and engaged Board of Directors and committees. Bringing the rightpeople together with the support they need is critical to success. One of the top attributes of thisUnited Way is the exceptional reputation and dedication of volunteers and staff for delivering qualityservices and support. The opportunity for United Way is to retain and develop staff and increasevolunteerism, resulting in a greater impact on our key areas of focus. Continue the Visionary Leadership. This position’s responsibility is to be constantly andproactively envisioning where we are going, then prepare and present those ideas to the Board. TheExecutive Director needs to lead us to achieve our current bold goal but also have reasoned sense forwhat our next bold goal might be based on the LIFE and ALICE reports, relationships with ourpartners, staff, and donors. C E O P r o f i l e P a g e | 4 United Way of Marathon County 705 × S. 24th Avenue, Suite 400B × Wausau, WI 54403 848-2927(715) × The Job Description Essential Job Duties and Responsibilities:The CEO is the leader of the organization, executing a framework of community impacttowards the organization’s Bold Goal, fostering collaboration between the Board of Directors,community leaders, partner organizations, volunteers, and staff by:

• Supporting the Board of Directors and its Committees in recruitment and training and in thedevelopment of policies, procedures, budgets, and programs that fulfill the mission of UnitedWay of Marathon County.

• Ensuring the Board is engaged in regular strategic planning discussions or processes toidentify needed changes in strategy, governance, and direction for the long-term health of theorganization.

• Facilitating the process which brings community leaders together to provide coordinatedevaluation, planning, assessment, and response to the community's needs.

• Serving as the chief spokesperson to inspire and grow the commitment of others to supportUnited Way of Marathon County, championing the organizations mission, vision, programs,and services.

• Dedicating time to identifying and involving a diverse group of volunteers to assist in carryingout the work of United Way and who serve as ambassadors in the community.

• Hiring, inspiring, aligning and leading a high performing team with focused efforts onsuccession and capacity building.

• Developing a culture of action and outcomes by facilitating cooperation and teamwork,supporting constructive resolution of conflicts, and providing opportunities to generate andassess innovative ideas.

• Actively engaging in resource development planning and execution, including:o Developing diverse funding sources through a clear resource development strategy.o Growing individual and corporate giving.o Connecting to individuals and organizations for planned or major gifts.o Seeking donors outside the workplace in new ways that engages and connects them to United Way.

• Developing relationships with government organizations, community agencies and othergroups to work collaboratively to implement best practices and partnerships that lead to theachievement of the Bold Goal. Setting measures, evaluating progress, and adjusting strategiesas needed to achieve success.

• Managing an efficient and effective operation and structure guided by strong best practicepolicies that ensure good data management practices, fiscal accountability, transparency, andappropriate use of resources.

• Actively seek and nurture new relationships with diverse range of organizations and individualsto increase United Way’s knowledge of community. C E O P r o f i l e P a g e | 5 United Way of Marathon County 705 × S. 24th Avenue, Suite 400B × Wausau, WI 54403 848-2927(715) ×

• Ensuring the accuracy, completeness, and quality of data that is collected and reported by theorganization, especially as it related to the Boal Goal.

• Staying connected to state, regional, and national United Way efforts that result in professionalcontacts and brings knowledge, ideas, and information back to our community to assist inimplementing ongoing continuous improvement practices. Experience and Attributes:

• Demonstrated leadership and organizational skills in achieving results. Experience can includework in a non-profit, for-profit, or government organization.

• Personable and a good listener who is able to build connections with others easily.

• Experience managing and leading a staff that work together as a team.

• Record of success in providing operational and financial oversight to meet the multiple needsof an organization.

• Demonstrated success in securing gifts and leading a fundraising campaign.

• Ability to facilitate a group process of decision making that invites multiple perspectives.

• Have a track record of working with groups such as a board, staff, agency partners, electedofficials, or the larger community.

• Acts with integrity and strong ethics to foster trust at all levels.

• Ability to communicate effectively in various settings, displaying clarity, confidence, andpassion.

• A leader who is both visible and approachable; and portrays enthusiasm and a strong workethic.

• Skillful at leading and “being led” by board -- accepting board direction and group decisions.

• Has shown willingness to innovate, seek change and take risks.

• Sincere and passionate about the mission of United Way. The Position:Hiring range: $83,000 – $130,000Moving expenses: NegotiableQuestions and contact information sent to: mbeese@unitedwaymc.org The Requirements • Bachelor’s degree required, graduate degree preferred. C E O P r o f i l e P a g e | 6 United Way of Marathon County 705 × S. 24th Avenue, Suite 400B × Wausau, WI 54403 848-2927(715) ×

• 5 years or more of progressively responsible experience in the leadership and management ofan organization

• Experience in implementing traditional and innovative resource development strategies.

• Demonstrated and proven history of dedicated commitment to community by involvement inroles on a committee or board member of community organization.

• Prefer prior experience working in or with a non-profit organization of comparable size andsimilar mission. United Way experience is desirable but not required.

• Knowledge of non-profits and human services agencies and their role in the community. How to Apply:The United Way of Marathon County Board has appointed a search committee.Qualified individuals interested in being considered for the position are invited to apply by submitting acover letter and resume electronically with salary expectations.Inquiries can be submitted to mbeese@unitedwaymc.org and someone from the committee willcontact you. Job LocationMarathon County offers an abundance of diversity in culture, recreation, natural beauty, seasons,economic activity, and residential options. With a full complement of the four seasons, you will findrecreational opportunities for skiing (downhill and cross country), fishing, boating, snowmobiling,biking, hiking, and kayaking to name a few. Many would consider us an outdoor focused culture inCentral Wisconsin. We host world class kayaking competitions, Badger State Olympic style wintergames to name a few. Granite Peak in the center of our community is a burst with color in the fall andbustling with out-of-state visitors and locals during the downhill ski season. Our arts community issecond to none. The Grand Theater offers a venue of entertainment that one would expect to find onlyin larger metropolitan areas. If an artistic venue is more to your liking, the Leigh Yawkey Woodson ArtMuseum is a must see, especially the internationally renowned Birds in Art annual exhibit. Throughoutthe county our communities offer a variety of farmers’ markets, ethnic festivals, and fairs.Marathon County offers a variety of residential options and employment as it does in ethnicity,recreation, natural beauty, and culture. Our metropolitan area consists of several communitiescentrally located at the intersections of I-39/US 51 and Hwy 29. The Wausau metro area serves asthe health care, retail and professional services hub for Central Wisconsin that also extends to theMichigan border in northern Wisconsin. Our regional airport is easily accessible to the business orvacation traveler.Our economy is comprised of a strong health care industry, professional services, manufacturing,agri-business, and a strong commitment to entrepreneurship. Many of these organizations have anational and global footprint. Whether you are looking for a metropolitan setting or the benefits of ruralsmall town living it can be found in Marathon County.A great way to learn more about the quality of life and the key leadership role that United Way plays inthe community is best seen in the LIFE Report. The broad community comes together to compileinformation and data to evaluate strengths and weaknesses and identify priorities for action. Thisprocess has been led by United Way every other year for the past 25 years. The report is available at this link: Marathon County Pulse. https://www.marathoncountypulse.org/ #J-18808-Ljbffr