2024-02-15T15:08:32-06:00 2023-03-31 410746749 CLIFTONLARSONALLEN LLP 8215 GREENWAY BOULEVARD SUITE 600 MIDDLETON WI 53562 990 2022-04-01 390912895 UNITED WAY FOX CITIES INC UNIT 9209547210 1455 MIDWAY ROAD MENASHA WI 54952 LISA KOGAN-PRASKA PRESIDENT/CEO 9209547210 2024-02-14 1 LISA KOGAN-PRASKA 999009999 0 KIMBERLY ANDERSON P00188889 6086628600 2024-02-14 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z PETER GIANOPOULOS 1455 MIDWAY ROAD MENASHA WI 54952 10280968 0 X WWW.UNITEDWAYFOXCITIES.ORG X 1993 WI THE ORGANIZATION IS FOCUSED ON IDENTIFYING AND ADDRESSING CRITICAL HEALTH AND HUMAN SERVICE NEEDS IN THE FOX CITIES. THE ORGANIZATION SEEKS TO IMPROVE LIVES BY CREATING LASTING CHANGES IN THE COMMUNITY CONDITIONS. 16 16 65 1400 0 0 9930381 10051106 0 0 305710 139959 66433 77213 10302524 10268278 7240067 7345959 0 0 2254051 3059784 0 0 892944 1057560 1786527 10551678 12192270 -249154 -1923992 16186120 13792143 5601933 5815632 10584187 7976511 X TO IMPROVE LIVES BY BRINGING DIVERSE PEOPLE TOGETHER TO BUILD A STRONGER, MORE CARING COMMUNITY FOR EVERYONE. 0 0 897876 221759 46940 DIAPER BANK PROGRAM - THE MISSION OF THE DIAPER BANK IS TO IMPROVE LIVES BY ASSISTING FAMILIES WITH DIAPER AND FAMILY HYGIENE NEEDS. 7607395 6848834 0 COMMUNITY DEVELOPMENT: UNITED WAY FOX CITIES' RESOURCES ARE TARGETED TO IMPACT COMMUNITY NEED IN THREE AREAS: HEALTH, EDUCATION AND FINANCIAL STABILITIY. VOLUNTEERS WITHIN EACH OF THE THREE IMPACT COMMITTEES ALONG WITH VARIOUS OTHER COMMITTEES HELPED TO ENSURE THAT UNITED WAY MAKES A DIFFERENCE BY CONTRIBUTING OVER 1,000 HOURS OF THEIR TIME THROUGHOUT THE YEAR. UNITED WAY FOX CITIES IS INVESTING NEARLY 6 MILLION DOLLARS IN VARIOUS NON-PROFIT PROGRAMS AND INITIATIVES WHICH HELP TO SERVE CLOSE TO 125,000 INDIVIDUALS. UNITED WAY FOX CITIES PARTNERS WITH OTHER AGENCIES TO CREATE INITIATIVES THAT ADDRESS CRITICAL GAPS IN SERVICES. 402276 0 0 UNITED WAY 2-1-1 SERVES RESIDENTS OF TEN COUNTIES WHO REQUIRE HELP TO FIND THE APPROPRIATE COMMUNITY SERVICE TO ADDRESS THEIR NEEDS. 2-1-1 SERVES AS A HUB IN TIMES OF DISASTER BY PROVIDING INFORMATION DURING RECOVERY AND RELIEF EFFORTS. FROM APRIL 1, 2022 TO MARCH 31, 2023, A TOTAL OF 14,376 CALLS, TEXTS AND CHATS WERE HANDLED, AND CALL SPECIALISTS MADE 24,891 REFERRALS. REQUESTS FOR HOUSING/SHELTER RESULTED IN 28% OF THE TOTAL CALL VOLUME. HEALTHCARE/COVID 19 RESULTED IN 17% OF THE TOTAL CALL VOLUME, MENTAL HEALTH AND ADDICTIONS WERE 15% AND THOSE RELATED TO UTILITIES WERE 13% OF THE TOTAL CALL VOLUME. 321738 14550 0 BE WELL FOX VALLEY (BWFV) IS A THREE-COUNTY PARTNERSHIP OF LOCAL GOVERNMENTS, PRIVATE SECTOR AND NON-PROFIT LEADERS, EDUCATION, PHILANTHROPY AND THE FAITH COMMUNITY WORKING TOGETHER TO CREATE A COMMUNITY WHERE ALL PEOPLE HAVE THE OPPORTUNITY TO LIVE LONGER, HEALTHIER, AND HAPPIER. THIS HAPPENS THROUGH COLLABORATION AND COMMITMENT FROM MANY DIVERSE AND INFLUENTIAL PARTNERS AND COMMUNITY MEMBERS, WORKING TOGETHER TO ADVANCE A CULTURE OF HEALTH AND WELL-BEING FOR PEOPLE LIVING IN CALUMET, OUTAGAMIE, AND WINNEBAGO COUNTIES OF WISCONSIN. OUR GOALS ARE TO CREATE HEALTHY LOCAL SETTINGS THAT PROMOTE HEALTHY CHOICES AND BEHAVIORS, A VIBRANT REGIONAL FOOD SYSTEM, A COHESIVE AND CONNECTED MULTI-MODAL NETWORK THAT PROVIDES TRANSPORTATION AND RECREATION, INCLUSIVE PUBLIC SPACES THAT FOSTER SOCIAL CONNECTION, AND COMMUNITY-CLINICAL PARTNERSHIPS THAT HELP PREVENT AND MANAGE CHRONIC DISEASE. CHANGING CULTURE WILL HAPPEN THROUGH STRONG PARTNERSHIPS, ALIGNING WORK TO MAXIMIZE THE VALUE OF COMMUNITY RESOURCES, PRIORITIZING EQUITABLE SOLUTIONS, IMPLEMENTING CO-BENEFIT SOLUTIONS, AND EMPLOYING INNOVATIVE STRATEGIES TO REACH PEOPLE IN WAYS THAT ARE MEANINGFUL AND INSPIRING TO THEM, AND USING DATA TO INFORM INITIATIVES AND MAKE ADJUSTMENTS FOR MAXIMUM IMPACT. 234831 0 0 AMERICORPS: BE WELL FOX VALLEY'S AMERICORPS PROGRAM IS A FEDERALLY FUNDED SERVICE PROGRAM THAT BEGAN IN 2017 AND, ENGAGES MEMBERS IN SERVICE TO EXPAND ANDENHANCE EFF ORTS TO CREATE A COMMUNITY WHERE HEALTHY EATING AND ACTIVE LIVING ARE ENGRAINED IN THE CULTURE AND ARE THE COMMUNITY NORM. AMERICORPS MEMBERSIMPACT THE FOX VALLEY COMMUNITY OF CALUMET, OUTAGAMIE AND WINNEBAGO COUNITES BY INCREASING CAPACITY AND RESOURCE AT PARTNER ORGANIZATIONS. MEMBERS EDUCATE CREATE, IMPLEMENT AND PROMOTE ACTIVITIES AND PROGRAMS REGARDING PHYSICAL ACTIVITY AND HEALTHY EATING TO THE FOX VALLEY YOUTH AND ADULTS. IN 2022-23, 15AMERICORPS MEMBERS WERE ENROLLED TO SERVE AT 9 PARTNER ORGANIZATIONS TO CREATE A HEALTHY COMMUNITY. BE WELL FOX VALLEY AMERICORPS IS FUNDED THROUGH THE CORPORATION FOR NATIONAL & SERVICE. 225296 225296 0 UNITED WAY'S PATH (PROVIDING ACCESS TO HEALING) FOR STUDENTS IS A SCHOOL-BASED PROGRAM DESIGNED TO IMPROVE ACCESS TO MENTAL HEALTH SERVICES AND THERAPY FORCHILDREN AND YOUTH WHO ARE UNABLE TO OBTAIN CARE ELSEWHERE IN THE COMMUNITY. 30324 6230 0 UNITED WAY FOX CITIES' YOUTH BOARD IS COMPOSED OF 20 ACTIVE STUDENTS MEMBERS FROM 7 AREA HIGH SCHOOLS. THE PURPOSE OF THE YOUTH BOARD IS TO EDUCATE ANDINCREASE YOUTH AWARENESS, IMPROVE UNDERSTANDING OF UNITED WAY, VOLUNTEER OPPORTUNITIES, COMMUNITY NEEDS AND SERVICES. THE PURPOSE IS ALSO TO ASSIST YOUTH INDEVELOPING LEADERSHIP SKILLS AND PHILANTHROPIC VALUES. THE YOUTH BOARD IS RESPONSIBLE FOR AWARDING A LIMITED NUMBER OF GRANTS TO YOUTH-ORIENTED PROGRAMS IN THEFOX CITIES. DURING THE PAST FI SCAL YEAR, THE YOUTH BOARD AWARD $6,230 IN GRANTS THROUGH TWO GRANT CYCLES. 315 0 0 THE EMERGENCY FOOD & SHELTER PROGRAM (EFSP) WAS CREATED BY CONGRESS IN 1983 TO HELP MEET THE NEEDS OF HUNGRY AND HOMELESS PEOPLE THROUGHOUT THE UNITEDSTATES BY ALLOCATING FEDERAL FUNDS FOR THE PROVISION OF FOOD AND SHELTER. UNITED WAY'S ROLL IS TO STAFF THE DISTRIBUTION OF THESE FUNDS IN COLLABORATION WITH PRIMARYSERVICE PROVIDERS. UNITED WAY FOX CITIES WORKS WITH TWO LOCAL VOLUNTEER EFSP BOARDS TO DISTRIBUTE FUNDING TO OUTAGAMIE, CALUMET AND WINNEBAGO COUNTIES. 138998 0 0 VOLUNTEER ENGAGEMENT- UNITED WAY FOX CITIES ENGAGES COMMUNITY MEMBERS YEAR-ROUND IN VARIOUS ONE-TIME VOLUNTEER ACTIVITIES (E.G.. DIAPER REPACKS, BOOKPACKING ETC.) AND ONGOING VOLUNTEER ROLES (E.G. COMMITTEES, BOARD OF DIRECTORS, DONOR NETWORKS, ETC.), DRIVING COMMUNITY IMPACT THROUGH VOLUNTEER ANDENGAGEMENT ACTIVITIES. 11372 0 0 LIFE STUDY-IT'S A COLLECTION INITIATIVES TO PRESENT A SNAPSHOT OF SOCIO-ECONOMIC CONDITIONS IN THE AREA. UNITED WAY FOX CITIES PARTNERS WITH THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION AND THE FOX CITIES CHAMBER OF COMMERCE. 31237 29290 0 TECH FUND HELPS SUPPORT OUR SMALL AND MEDIUM-SIZED NONPROFIT DIGITAL TRANSFORMATION PROGRAM. UWFC PROVIDES FINANCIAL SUPPORT FOR UP TO 12 MONTHS OF A MANAGED SERVICES CONTRACT WITH NONPROFITS CURRENTLY NOT USING A SERVICE. FINANCIAL SUPPORT FOR 12 MONTHS OF MANAGED SERVICES RANGES FROM $2,000 TO $9,000 PER NONPROFIT. MANY NONPROFITS LACK THE TECHNOLOGY INFRASTRUCTURE TO REACH THEIR FULL POTENTIAL AND THEY VIEW HAVING UPDATED TECHNOLOGY AND A MANAGED SERVICES CONTRACT AS A LUXURY THEY CANNOT AFFORD. 994111 275366 0 9901658 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 12 0 1 65 1 0 0 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WI X LISA KOGAN-PRASKA 9209547210 1455 MIDWAY ROAD MENASHA WI 54952 DUSTIN MCCLONE CHAIR 1.00 X X 0 0 0 KIM BASSETT VICE-CHAIR 1.00 X X 0 0 0 AMY VAN STRATEN TREASURER 1.00 X X 0 0 0 MICHAEL BERGMANN DIRECTOR 0.50 X 0 0 0 JUSTIN BLOUNT DIRECTOR 0.50 X 0 0 0 TIM HOFF DIRECTOR 0.50 X 0 0 0 SUE VANDEN BROEK DIRECTOR 0.50 X 0 0 0 JOHN BERE DIRECTOR 0.50 X 0 0 0 MIKE RIEGSECKER DIRECTOR 0.50 X 0 0 0 WENDY ROSPLOCH DIRECTOR 0.50 X 0 0 0 KIMBERLY BARRETT DIRECTOR 0.50 X 0 0 0 DAVID VOSS III DIRECTOR 0.50 X 0 0 0 MIKE KOEL DIRECTOR 0.50 X 0 0 0 KATI BRUMLIC DIRECTOR 0.50 X 0 0 0 JEFF CURTIN DIRECTOR 0.50 X 0 0 0 IMRAN ANDRABI DIRECTOR 0.50 X 0 0 0 JAKE RUATTI DIRECTOR 0.50 X 0 0 0 BRENTON TEELING DIRECTOR 0.50 X 0 0 0 PETER GIANOPOULOS PRESIDENT/CEO 50.00 X 171497 0 4344 JULIE HANUSA VICE PRESIDENT OF FINANCE AND ACCOUNTING 45.00 X 95889 0 21821 JOSHUA KILGAS VICE PRESIDENT OF RESOURCE DEVELOPME 45.00 X 108277 0 22254 375663 0 48419 2 0 1 0 MIRON CONSTRUCTION 1471 MC MAHON DR NEENAH WI 54956 DIAPER BANK REMODEL 331193 THE BOLDT COMPANY 2121 E CAPITOL DR APPLETON WI 54911 DIAPER BANK REMODEL 137336 2 78514 9972592 96123 10051106 152649 152649 12154 536 -12154 -536 -12690 -12690 SERVICE FEES 900099 46940 46940 MISCELLANEOUS 900099 30273 30273 77213 10268278 46940 0 170232 7345959 7345959 319029 100436 218593 2171890 1067560 611267 493063 62766 32323 11598 18845 317185 158069 77217 81899 188914 90584 59983 38347 23006 23006 45463 45463 224132 127553 51579 45000 113924 37706 28766 47452 39589 23492 7782 8315 716741 628391 69715 18635 123714 31750 26487 65477 21991 7785 7714 6492 122730 67807 35399 19524 97684 53238 29305 15141 33271 5240 26857 1174 SUPPLIES 99516 66975 29549 2992 LICENSING 67675 17361 33882 16432 NON-PROFIT DEVELOPMENT 36031 36031 MISCELLANEOUS 15149 1883 2510 10756 5911 1515 996 3400 12192270 9901658 1397668 892944 X 660521 861145 28603 61014 4246168 4060199 387159 641598 240114 119184 35361 55591 2064252 909410 1007318 1154842 9268277 6573649 312599 264921 16186120 13792143 1030127 1122823 4571806 4692809 5601933 5815632 X 8805245 6243547 1778942 1732964 10584187 7976511 16186120 13792143 -1923992 -683684 0 X X 0 1 X 1 0 X 9056049 9383492 10172044 9930381 10051106 48593072 9056049 9383492 10172044 9930381 10051106 48593072 6464564 42128508 162481 161058 140402 149248 152649 765838 183161 19968 18830 20344 30273 272576 49631486 205249 0.84880 0.85830 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2018 AMOUNT: $ 183,161. 2019 AMOUNT: $ 19,968. 2020 AMOUNT: $ 18,830. 2021 AMOUNT: $ 20,344. 2022 AMOUNT: $ 30,273. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1274571 45000 -81568 11493 1226510 1226876 41629 17545 11479 1274571 879656 38350 318643 9773 1226876 953217 20000 -83548 10013 879656 949429 11322 6028 13562 953217 0.21870 0.56840 0.21290 1 0 15000 15000 1366227 494695 871532 669051 414715 254336 13974 13974 1154842 BENEFICIAL INTEREST IN ASSETS AT COMMUNITY FOUNDATION 6573649 F 6573649 X 9414555 -683684 600944 -82740 9497295 45461 725522 770983 10268278 12022231 600944 536 601480 11420751 45461 726058 771519 12192270 PART V, LINE 4: LEGACY OF CARING FUND - ESTABLISHED BY THE ORGANIZATION'S BOARD OF DIRECTORS USING A PRIOR UNRESTRICTED DONATION AND DESIGNATING THE NET INCOME TO BE USED TO SUPPORT HEALTH AND HUMAN SERVICE PROGRAMS IN THE FOX VALLEY ADMINISTRATIVE ENDOWMENT FUND - ESTABLISHED BY THE ORGANIZATION'S BOARD OF DIRECTORS USING A PRIOR DONATION RESTRICTED BY THE DONOR TO PROVIDE FOR THE LONG-TERM FUNDING OF THE ORGANIZATION'S ADMINISTRATIVE AND OPERATING EXPENSES IMPACT AREA ENDOWMENT FUND - ESTABLISHED BY THE ORGANIZATION'S BOARD OF DIRECTORS USING A PRIOR UNRESTRICTED DONATION AND DESIGNATING THE NET INCOME TO BE USED TO PROVIDE FUNDING FOR IDENTIFIED IMPACT AREAS PART X, LINE 2: UNITED WAY FOX CITIES, INC. IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC). HOWEVER, INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE ORGANIZATION'S TAX-EXEMPT PURPOSE IS SUBJECT TO TAXATION ON UNRELATED BUSINESS INCOME. IN ADDITION, THE ORGANIZATION QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A) AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A)(1). THE ORGANIZATION IS ALSO EXEMPT FROM WISCONSIN INCOME TAXES. PENALTIES AND INTEREST ASSESSED BY INCOME TAXING AUTHORITIES ARE INCLUDED IN MANAGEMENT AND GENERAL EXPENSES, IF APPLICABLE. THE ORGANIZATION HAD NO INTEREST AND PENALTIES RELATED TO INCOME TAXES FOR THE FISCAL YEAR ENDED MARCH 31, 2023. PART XI, LINE 4B - OTHER ADJUSTMENTS: ALLOCATIONS FUNDED THROUGH DESIGNATIONS 726,058. LOSS ON SALE OF ASSETS INCLUDED ON PART VIII, LINE 7D -536. PART XII, LINE 2D - OTHER ADJUSTMENTS: LOSS ON SALE OF ASSETS INCLUDED ON PART VIII, LINE 7D 536. PART XII, LINE 4B - OTHER ADJUSTMENTS: ALLOCATIONS FUNDED THROUGH DESIGNATIONS 726,058. 1 ADVOCAP INC 181 E NORTH WATER STREET NEENAH WI 54956 391053365 501(C)3 53131 0 N/A N/A PROGRAM OPERATING COST AMERICAN RED CROSS IN NORTHEAST WISCONSIN 515 S WASHBURN STREET SUITE 201 OSHKOSH WI 54904 530196605 501(C)3 100610 0 N/A N/A PROGRAM OPERATING COST APPLETON PUBLIC LIBRARY 100 N APPLETON ST APPLETON WI 54911 396005381 501(C)1 54171 0 N/A N/A PROGRAM OPERATING COST AFRICAN HERITAGE PO BOX 2727 APPLETON WI 54911 391979470 501(C)3 25000 0 N/A N/A PROGRAM OPERATING COST BIG BROTHERS BIG SISTERS OF THE FOX VALLEY REGION INC 160 SOUTH BADGER AVE APPLETON WI 54914 396103907 501(C)3 326957 0 N/A N/A PROGRAM OPERATING COST BOYS' & GIRLS' BRIGADE ASSOCIATION 109 WEST COLUMBIAN AVE NEENAH WI 54956 390813396 501(C)3 30988 0 N/A N/A PROGRAM OPERATING COST BOYS & GIRLS CLUBS FOX VALLEY INC 160 SOUTH BADGER AVE APPLETON WI 54914 391225709 501(C)3 415066 0 N/A N/A PROGRAM OPERATING COST BRIDGES CHILD ENRICHMENT CENTER 803 EAST COLLEGE AVE APPLETON WI 54911 391340963 501(C)3 150145 0 N/A N/A PROGRAM OPERATING COST BUILDING FOR KIDS 100 W COLLEGE AVE APPLETON WI 54911 391706260 501(C)3 31600 0 N/A N/A PROGRAM OPERATING COST CALUMET COUNTY PUBLIC HEALTH 206 COURT STREET CHILTON WI 53014 396005676 501(C)1 0 16215 BOOK DIAPERS, FEM CARE, WIPES DIAPERS FOR DISTRIBUTION CAP SERVICES INC 17 PARK PLACE SUITE 950 APPLETON WI 54914 391080897 501(C)3 176204 0 N/A N/A PROGRAM OPERATING COST CASA 1500 N CASALONA DR STE 200 APPLETON WI 54913 460740362 501(C)3 44252 0 N/A N/A PROGRAM OPERATING COST CATALPA HEALTH 442 N WESTHILL BLVD APPLETON WI 54914 390812532 501(C)3 285766 0 N/A N/A PROGRAM OPERATING COST CATHOLIC CHARITIES DIOCESE OF GREEN BAY INC 214 E SUMMER STREET APPLETON WI 54911 390808438 501(C)3 131616 0 N/A N/A PROGRAM OPERATING COST CHILD CARE RESOURCE & REFERRAL INC 1001 WEST KENNEDY AVE KIMBERLY WI 54136 391606155 501(C)3 72073 0 N/A N/A PROGRAM OPERATING COST CHRISTINE ANN DOMESTIC ABUSE SERVICES INC 1416 S COMMERCIAL STREET STE A NEENAH WI 54956 391441770 501(C)3 108198 0 N/A N/A PROGRAM OPERATING COST CITY OF MENASHA HEALTH DEPARTMENT 126 W WISCONSIN AVE NEENAH WI 54956 396005525 501(C)1 51753 0 N/A N/A PROGRAM OPERATING COST COMMUNITY BENEFIT TREE W1734 KEN DALE DR KAUKAUNA WI 54130 200839777 501(C)3 25000 0 N/A N/A PROGRAM OPERATING COST COMMUNITY FAMILY RESOURCE CENTER 330 W HICKORY STREET SEYMOUR WI 54165 396017468 501(C)3 30124 0 N/A N/A PROGRAM OPERATING COST COVEY INC 363 BROAD STREET SUITE 120 OSHKOSH WI 54903 396026845 501(C)3 21945 0 N/A N/A PROGRAM OPERATING COST FAMILY SERVICES OF NORTHEAST WI 1810 APPLETON ROAD MENASHA WI 54952 390827320 501(C)3 603795 0 N/A N/A PROGRAM OPERATING COST FINANCIAL INFORMATION AND SERVICE CENTER INC (FISC) 1800 APPLETON ROAD MENASHA WI 54952 396698981 501(C)3 190379 0 N/A N/A PROGRAM OPERATING COST EMPOWERED TUTORING 2631 N MEADE ST APPLETON WI 54911 811074848 501(C)3 11500 0 N/A N/A PROGRAM OPERATING COST FOX VALLEY LITERACY COUNCIL INC 130 EAST FRANKLIN STREET APPLETON WI 54911 391682277 501(C)3 114670 0 N/A N/A PROGRAM OPERATING COST FOX VALLEY MEMORY PROJECT 1800 APPLETON ROAD MENASHA WI 54952 391242451 501(C)3 80178 0 N/A N/A PROGRAM OPERATING COST FOX VALLEY VETERANS COUNCIL 2 N SYSTEMS DR APPLETON WI 54914 271009699 501(C)3 25000 0 N/A N/A DONOR DESIGNATED FOR PROGRAM COST FRIENDSHIP PLACE 220 NORTH COMMERCIAL STREET NEENAH WI 54956 392029900 501(C)3 114998 0 N/A N/A PROGRAM OPERATING COST GIRL SCOUTS OF THE NORTHWEST GREAT LAKES INC 4693 NORTH LYNNDALE DRIVE APPLETON WI 54913 390816897 501(C)3 128004 0 N/A N/A PROGRAM OPERATING COST GOODWILL 1800 APPLETON ROAD MENASHA WI 54952 391144913 501(C)3 25000 0 N/A N/A PROGRAM OPERATING COST HARBOR HOUSE DOMESTIC ABUSE PROGRAMS INC 720 WEST FIFTH STREET APPLETON WI 54914 391870927 501(C)3 309361 0 N/A N/A PROGRAM OPERATING COST HOPE CENTER 1316 W LAWRENCE STREET APPLETON WI 54914 391601304 501(C)3 0 18074 BOOK DIAPERS, FEM CARE DIAPERS FOR DISTRIBUTION LEGAL ACTION OF WISCONSIN 201 WEST WALNUT STREET STE 203 GREEN BAY WI 54303 391077192 501(C)3 70875 0 N/A N/A PROGRAM OPERATING COST LUTHERAN SOCIAL SERVICES OF WISCONSIN & UPPER MICHIGAN INC 3003 NORTH RICHMOND STREET A APPLETON WI 54911 390816846 501(C)3 14045 0 N/A N/A PROGRAM OPERATING COST MEDICAL COLLEGE OF WICONSIN 8701 WATERTOWN PLAN RD MILWAUKEE WI 53226 390806261 501(C)3 10000 0 N/A N/A PROGRAM OPERATING COST HELIOS HEURISTIC 1622 S JEFFERSON ST APPLETON WI 54915 874733490 501(C)3 30000 0 N/A N/A PROGRAM OPERATING COST NATIONAL ALLIANCE ON MENTAL ILLNESS (NAMI) FOX VALLEY 516 WEST 6TH STREET APPLETON WI 54911 391545497 501(C)3 121689 0 N/A N/A PROGRAM OPERATING COST NEENAH - MENASHA DIAL-A-RIDE 211 WALNUT STREET NEENAH WI 54956 396005543 501(C)3 8439 0 N/A N/A PROGRAM OPERATING COST NEW MENTAL HEALTH CONNECTION PO BOX 374 APPLETON WI 54912 452657700 501(C)3 57500 0 N/A N/A PROGRAM OPERATING COST NON-PROFIT AFFORDABLE HOUSING BASED RENTAL SERVICES 3020 EAST WINSLOW AVE APPLETON WI 54911 391652869 501(C)3 25583 0 N/A N/A PROGRAM OPERATING COST JAKES NETWORK OF HOPE 1775 BOHM DR LITTLE CHUTE WI 54140 463062817 501(C)3 10000 0 N/A N/A PROGRAM OPERATING COST OUTAGAMIE CTY WIC 320 S WALNUT ST APPLETON WI 54911 396005724 501(C)1 0 13472 BOOK DIAPERS, FEM CARE, WIPES PROGRAM OPERATING COST PARENT CONNECTION 1810 APPLETON RD MENASHA WI 54952 390827320 501(C)3 0 15092 BOOK DIAPERS, FEM CARE, WIPES DIAPERS FOR DISTRIBUTION PARTNERSHIP COMMUNITY HEALTH CENTER 1814 APPLETON ROAD MENASHA WI 54952 391884820 501(C)3 145722 0 N/A N/A PROGRAM OPERATING COST PILLARS INC 605 E HANCOCK STREET APPLETON WI 54911 391582471 501(C)3 296575 0 N/A N/A PROGRAM OPERATING COST REACH COUNSELING SERVICES INC 1370 SOUTH COMMERCIAL STREET NEENAH WI 54956 391292277 501(C)3 234386 0 N/A N/A PROGRAM OPERATING COST REBUILDING TOGETHER 100 W COLLEGE AVE APPLETON WI 54911 392013200 501(C)3 25500 0 N/A N/A PROGRAM OPERATING COST SALVATION ARMY (CHILTON) 16 EAST MAIN STREET CHILTON WI 53014 132923701 501(C)3 0 8013 BOOK DIAPERS, FEM CARE DIAPERS FOR DISTRIBUTION SAMARITAN COUNSELING CENTER OF THE FOX VALLEY INC 1205 PROVINCE TER MENASHA WI 54952 391214216 501(C)3 148225 0 N/A N/A PROGRAM OPERATING COST OPEN COLLECTIVE FOUNDATION (LIBRARIES IN BLOOM) 340 S LEMON AVE 3717 WALNUT WI 91789 814004928 501(C)3 10000 0 N/A N/A PROGRAM OPERATING COST SOAR FOX CITIES 375 WINNEBAGO AVE MENASHA WI 54952 753202931 501(C)3 280139 0 N/A N/A PROGRAM OPERATING COST ST JOSEPH FOOD PROGRAM INC 1465A OPPORTUNITY WAY MENASHA WI 54952 391822486 501(C)3 0 21668 BOOK DIAPERS, FEM CARE DIAPERS FOR DISTRIBUTION ST VINCENT DE PAUL 1924 W COLLEGE AVE APPLETON WI 54914 391032282 501(C)3 20000 0 N/A N/A PROGRAM OPERATING COST THE SALVATION ARMY - FOX CITIES 130 E NORTH ST APPLETON WI 54911 132923701 501(C)3 0 17081 BOOK DIAPERS, FEM CARE, WIPES DIAPERS FOR DISTRIBUTION ST VINCENT DE PAUL - NEENAH 1425 COMMERCIAL S NEENAH WI 54956 391633256 501(C)3 0 43200 BOOK DIAPERS, FEM CARE, WIPES DIAPERS FOR DISTRIBUTION UNITED WAY OF SHAWANO COUNTY INC PO BOX 31 SHAWANO WI 54166 391099657 501(C)3 0 5727 BOOK DIAPERS, FEM CARE DIAPERS FOR DISTRIBUTION VALLEY PACKAGING INDUSTRIES INC 2730 ROEMER ROAD APPLETON WI 54915 390921632 501(C)3 362506 0 N/A N/A PROGRAM OPERATING COST VALLEY TRANSIT - THE CONNECTOR INITIATIVE 801 SOUTH WHITMAN AVE APPLETON WI 54914 396005381 501(C)3 50000 0 N/A N/A PROGRAM OPERATING COST VILLA HOPE INC 613 NORTH DIVISION STREET APPLETON WI 54911 237088971 501(C)3 18724 0 N/A N/A PROGRAM OPERATING COST VIVENT HEALTH 103 E WASHINGTON STREET APPLETON WI 54911 391534049 501(C)3 63209 0 N/A N/A PROGRAM OPERATING COST VOLUNTEER CENTER OF EAST CENTAL WI 2616 S ONEIDA ST APPLETON WI 54915 391765162 501(C)3 25000 0 N/A N/A PROGRAM OPERATING COST WINNEBAGO COUNTY HEALTH DEPT WIC 211 N COMMERCIAL STREET NEENAH WI 54956 396005760 501(C)1 0 7975 BOOK DIAPERS, FEM CARE, WIPES DIAPERS FOR DISTRIBUTION PEOPLE OF PROGRESSION 611 N LYNNDALE DR STE 140 APPLETON WI 54914 853915989 501(C)3 7000 0 N/A N/A PROGRAM OPERATING COST YMCA FOX CITIES 218 EAST LAWRENCE STREET APPLETON WI 54911 390806191 501(C)3 596370 0 N/A N/A PROGRAM OPERATING COST YOUTH GO INC 213 NICOLET BLVD NEENAH WI 54956 391137233 501(C)3 210772 0 N/A N/A PROGRAM OPERATING COST POINNTERS 1800 APPLETON ROAD MENASHA WI 54956 931586415 501(C)3 20000 0 N/A N/A PROGRAM OPERATING COST SALVATION ARMY OUTAGAMIE COUNTY EXTENSION-BREAD OF LIFE 227 E STATE STREET BLACK CREEK WI 54106 390806889 501(C)3 0 5068 BOOK DIAPERS, FEM CARE DIAPERS FOR DISTRIBUTION US2 BEHAVIORAL HEALTH 119 N MCCARTHY RD STE P APPLETON WI 54913 842183803 501(C)3 38080 0 N/A N/A PROGRAM OPERATING COST VPI EARLY INTERVENTION PROGRAM 2730 ROEMER ROAD APPLETON WI 54912 390921632 501(C)3 0 9032 BOOK DIAPERS, FEM CARE DIAPERS FOR DISTRIBUTION 69 0 PART I, LINE 2: PARTNER AGENCIES ARE REQUIRED TO SIGN AN AGENCY AGREEMENT WHICH REQUIRES SUBMISSION OF PROGRAM OUTCOMES AND ANNUAL AUDITED FINANCIAL STATEMENTS. THE PROGRAMS ARE DIVIDED INTO FOUR IMPACT AREAS WHERE VOLUNTEERS MONITOR OUTCOMES. ANOTHER GROUP OF VOLUNTEERS, ALL CPA'S, REVIEW PARTNER AGENCIES FINANCIAL STATEMENTS. IN A SEPARATE GRANT FUND CALLED FOCUSED FUNDING, A VOLUNTEER COMMITTEE REVIEWS AND RECOMMENDS GRANT AWARDS TO THE COMMUNITY IMPACT COUNCIL FOR REVIEW AND APPROVAL. AGENCIES APPROVED FOR THESE GRANTS ARE REQUIRED TO SIGN THE AGENCY AGREEMENT AND COMPLETE AN ANNUAL REPORT WHICH INCLUDES OUTCOMES. UNITED WAY FOX CITIES ALSO PROVIDES FUNDING FOR INITIATIVES. THE AGENCIES PROVIDING THE SERVICES ARE REQUIRED TO SIGN A MEMORANDUM OF UNDERSTANDING AND PERIODICALLY REPORT PROGRESS TO THE IMPACT AREA VOLUNTEERS. X X X 0 0 0 0 0 0 0 0 0 PETER GIANOPOULOS PRESIDENT/CEO 171497 0 0 0 0 0 0 0 4344 0 175841 0 0 0 PART I, LINE 3 THE ANNUAL REVIEW PROCESS OF THE CEO INCLUDES A STUDY OF THE SALARY AND BENEFITS OF COMPARABLE ORGANIZATIONS. THE EXECUTIVE COMMITTEE REVIEWS THE "UNITED WAY HUMAN CAPITAL STUDY - EXECUTIVE SALARY REPORT" AS WELL AS THE LABOR DEPARTMENT'S "US BUREAU OF LABOR AND STATISTICS 3RD QUARTER STAFF SALARIES MULTIPLIER". THE COMMITTEE ANNUALLY CONDUCTS THE CEO'S REVIEW AND APPROVES THE GOALS AND OBJECTIVES FOR THE NEXT PERFORMANCE PERIOD. AFTER REVIEWING THIS INFORMATION, THE EXECUTIVE COMMITTEE RECOMMENDS THE SALARY FOR THE CEO. THE CEO CONDUCTS THE EVALUATION OF THE DIRECTOR OF FINANCE AND ACCOUNTING. THE CEO REVIEWS THE NON-EXECUTIVE SALARY SURVEY FROM THE UNITED WAY WORLDWIDE WHICH IS RELATED TO METRO II UNITED WAY'S IN THE MIDWEST REGION TO ASSURE THAT THE COMPENSATION LEVEL IS APPROPRIATE. X 14407 COST X ITEM COUNT 215112 70140 FAIR MARKET VALUE X VIDEO 1 10000 COST X EVENTS 3 1576 COST 0 0 1 0 PART I, COLUMN (B): THE NUMBER OF CONTRIBUTIONS IS REPORTED FOR VIDEO AND EVENTS. THE NUMBER OF ITEMS CONTRIBUTED IS REPORTED FOR DIAPERS. FORM 990, PART VI, SECTION A, LINE 1A THERE SHALL BE AN EXECUTIVE COMMITTEE WHICH SHALL CONSIST OF THE OFFICERS OF THE CORPORATION. THE BOARD CHAIR MAY APPOINT UP TO TWO (2) ADDITIONAL BOARD MEMBERS TO SERVE ON THE EXECUTIVE COMMITTEE. THE IMMEDIATE PAST CHAIR OF THE EXECUTIVE COMMITTEE SHALL BE AN EX-OFFICIO MEMBER OF THE EXECUTIVE COMMITTEE AND BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE SHALL HAVE, AND MAY EXERCISE, THE POWERS OF THE BOARD OF DIRECTORS IN THE INTERIM BETWEEN BOARD MEETINGS. ANY ACTION TAKEN BY THE EXECUTIVE COMMITTEE SHALL BE REPORTED TO THE BOARD OF DIRECTORS AT THE NEXT BOARD MEETING. A MAJORITY OF THE EXECUTIVE COMMITTEE SHALL CONSTITUTE A QUORUM FOR THE TRANSACTION OF BUSINESS AT ANY MEETING OF THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE WILL ANNUALLY REVIEW THE PERFORMANCE OF THE PRESIDENT/C.E.O. AND MANAGE ALL MATTERS RELATIVE TO THE SALARY AND BENEFITS OF THE PRESIDENT/C.E.O. FORM 990, PART VI, SECTION A, LINE 6 MEMBERS ARE DEFINED AS THOSE PERSONS, FIRMS, ASSOCIATIONS, CORPORATIONS, AGENCIES AND ORGANIZATIONS HAVING CONTRIBUTED FINANCIALLY TO UNITED WAY FOX CITIES, INC. ("CORPORATION"). THOSE PERSONS, FIRMS, ASSOCIATIONS, CORPORATIONS, AGENCIES AND ORGANIZATIONS THAT HAVE CONTRIBUTED FINANCIALLY TO THE CORPORATION ARE GRANTED MEMBERSHIP EXCEPTING WHERE SAID "CONTRIBUTING MEMBER" HAS NOT CONTRIBUTED FINANCIALLY TO THE CORPORATION FOR A PERIOD OF MORE THAN TWELVE MONTHS. FORM 990, PART VI, SECTION A, LINE 7A EACH MEMBER SHALL HAVE ONE VOTE LIMITED TO THE ELECTION OF DIRECTORS AT THE ANNUAL MEETING OF THE CORPORATION AND WHICH MUST BE EXERCISED IN PERSON AND CANNOT BE CAST BY PROXY. MEMBERS ELECT THE MEMBERS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B BEFORE FILING THE FORM 990, THE ORGANIZATION WILL ELECTRONICALLY SUBMIT IT TO THE BOARD OF DIRECTORS SO THAT THEY MAY REVIEW AND SOLICIT QUESTIONS AND/OR COMMENTS. FORM 990, PART VI, SECTION B, LINE 12C AFTER THE CODE OF ETHICS HAS BEEN REVIEWED BY THE PRESIDENT/CEO OF UNITED WAY FOX CITIES, A COPY IS PASSED OUT TO ALL EMPLOYEES, BOARD MEMBERS AND OTHER VOLUNTEERS. EACH ARE REQUIRED TO SIGN THE FORM INDICATING THEY WILL ABIDE BY THE CODE OF ETHICS AND AT THE SAME TIME ARE REQUIRED TO SIGN A CONFLICT OF INTEREST DISCLOSURE FORM. THE ORGANIZATION MAINTAINS A FILE OF ALL THE SIGNED FORMS. BOARD MEMBERS ARE REQUIRED TO ABSTAIN FROM VOTING ON ISSUES WHERE THERE WOULD BE A CONFLICT OF INTEREST WHILE EMPLOYEES ARE NOT ALLOWED TO BE ON THE BOARD OF AGENCIES. FORM 990, PART VI, SECTION B, LINE 15 THE CEO CONDUCTS THE EVALUATION OF THE VP OF FINANCE AND ACCOUNTING. THE CEO REVIEWS THE NON-EXECUTIVE SALARY SURVEY FROM THE UNITED WAY WORLDWIDE WHICH IS RELATED TO METRO II UNITED WAY'S IN THE MIDWEST REGION TO ASSURE THAT THE COMPENSATION LEVEL IS APPROPRIATE. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2022. FORM 990, PART VI, SECTION C, LINE 19 THE COPIES OF AUDITED FINANCIAL STATEMENTS, THE FORM 990, AND THE BY-LAWS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. PART XII, LINE 2C EXPLANATION THE ORGANIZATION DID NOT CHANGE ITS OVERSIGHT PROCESS OR THE PROCESS USED TO SELECT AN INDEPENDENT ACCOUNTANT DURING THE CURRENT YEAR.