UNITED WAY FOX CITIES INC: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- UNITED WAY FOX CITIES INC (EIN 39-0912895)
- Tax period
- 2019-04-01 to 2020-03-31
- Filed
- 2021-02-15
- IRS object ID
- 202120469349301682
- Schema version
- 2019v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-02-15T14:43:45-06:00 | ReturnTs |
| Tax Period End | 2020-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1660 OSHKOSH AVE SUITE 200 | AddressLine1Txt |
| City | OSHKOSH | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54902 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 390912895 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED WAY FOX CITIES INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIT | BusinessNameControlTxt |
| Phone | 9209547210 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1455 MIDWAY ROAD | AddressLine1Txt |
| City | MENASHA | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54952 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETER KELLY | PersonNm |
| Person Title | PRESIDENT/CEO | PersonTitleTxt |
| Phone | 9209547210 | PhoneNum |
| Signature | 2021-02-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | COURTNEY ADER | PreparerPersonNm |
| PTIN | P01278271 | PTIN |
| Phone | 9202315890 | PhoneNum |
| Preparation | 2021-02-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | PETER KELLY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1455 MIDWAY ROAD | AddressLine1Txt |
| City | MENASHA | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54952 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $9,621,467 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.UNITEDWAYFOXCITIES.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1993 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | 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. | ActivityOrMissionDesc |
| Voting Members Governing Body | 21 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 21 | VotingMembersIndependentCnt |
| Total Employee | 43 | TotalEmployeeCnt |
| Total Volunteers | 1375 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $9,056,049 | PYContributionsGrantsAmt |
| CY Contributions Grants | $9,383,492 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $184,174 | PYInvestmentIncomeAmt |
| CY Investment Income | $169,664 | CYInvestmentIncomeAmt |
| PY Other Revenue | $221,907 | PYOtherRevenueAmt |
| CY Other Revenue | $58,731 | CYOtherRevenueAmt |
| PY Total Revenue | $9,462,130 | PYTotalRevenueAmt |
| CY Total Revenue | $9,611,887 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $6,804,301 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $7,016,358 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,656,609 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,738,938 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $694,560 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,130,619 | PYOtherExpensesAmt |
| CY Other Expenses | $997,553 | CYOtherExpensesAmt |
| PY Total Expenses | $9,591,529 | PYTotalExpensesAmt |
| CY Total Expenses | $9,752,849 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$129,399 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$140,962 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $14,477,438 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,917,204 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $5,349,937 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,391,465 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $9,127,501 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $8,525,739 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO IMPROVE LIVES BY BRINGING DIVERSE PEOPLE TOGETHER TO BUILD A STRONGER, MORE CARING COMMUNITY FOR EVERYONE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $7,399,754 | ExpenseAmt |
| Grant | $6,870,464 | GrantAmt |
| Revenue | $38,763 | RevenueAmt |
| Desc | COMMUNITY DEVELOPMENT: UNITED WAY FOX CITIES' RESOURCES ARE TARGETED TO IMPACT COMMUNITY NEED IN FOUR AREAS: PROVIDING BASIC NEEDS AND SELF-SUFFICIENCY, DEVELOPING CHILDREN AND YOUTH, STRENGTHENING FAMILIES, AND PROMOTING HEALTH, HEALING AND CRISIS INTERVENTION. VOLUNTEERS WITHIN EACH OF THE FOUR IMPACT AREAS ALONG WITH VARIOUS OTHER COMMITTEES HELPED TO ENSURE THAT UNITED WAY MAKES A DIFFERENCE BY CONTRIBUTING OVER 1,400 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. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $229,790 | ExpenseAmt |
| Desc | 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, 2018 TO MARCH 31, 2019, A TOTAL OF 12,427 CALLS WERE HANDLED, AND CALL SPECIALISTS MADE 24,030 REFERRALS. THE ONLINE DATABASE OF PROGRAM SERVICES AT 211NOW.ORG ALSO PROVIDES RESIDENTS WITH AN OPPORTUNITY TO ACCESS LOCAL RESOURCES. REQUESTS FOR BASIC NEEDS SERVICES OF FOOD, CLOTHING, SHELTER AND UTILITIES AND TRANSPORTATION RESULTED IN 44% OF THE TOTAL CALL VOLUME. CALLS RELATED TO HEALTH CARE WERE AT 9%, MENTAL HEALTH AND SUBSTANCE ABUSE WERE AT 10% AND THOSE RELATED TO INCOME WERE AT 6%. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $177,792 | ExpenseAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (8 entries)
| ExpenseExpenseAmt | DescDesc | GrantGrantAmt |
|---|---|---|
| $158,622 | AMERICORPS: WEIGHT OF THE FOX VALLEY AMERICORPS PROGRAM IS A FEDERALLY FUNDED SERVICE PROGRAM THAT BEGAN IN 2017, AND ENGAGES MEMBERS IN SERVICE TO EXPAND AND ENHANCE EFFORTS TO CREATE A COMMUNITY WHERE HEALTHY EATING AND ACTIVE LIVING ARE ENGRAINED IN THE CULTURE AND ARE THE COMMUNITY NORM. AMERICORPS MEMBERS IMPACT THE FOX VALLEY COMMUNITY OF CALUMET, OUTAGAMIE, AND WINNEBAGO COUNTIES BY INCREASING CAPACITY AND RESOURCES AT PARTNER ORGANIZATIONS. MEMBERS EDUCATE, CREATE, IMPLEMENT, AND PROMOTE ACTIVITIES AND PROGRAMS REGARDING PHYSICAL ACTIVITY AND HEALTHY EATING TO FOX VALLEY YOUTH AND ADULTS. IN 2018-19, EIGHT AMERICORPS MEMBERS WERE ENROLLED TO SERVE AT EIGHT PARTNER ORGANIZATIONS TO CREATE A HEALTHY COMMUNITY. WEIGHT OF THE FOX VALLEY AMERICORPS IS FUNDED THROUGH THE CORPORATION FOR NATIONAL & COMMUNITY SERVICE. | |
| $45,740 | UNITED WAY'S PATH (PROVIDING ACCESS TO HEALING) FOR STUDENTS IS ASCHOOL-BASED PROGRAM DESIGNED TO IMPROVE ACCESS TO MENTAL HEALTHSERVICES AND THERAPY FOR CHILDREN AND YOUTH WHO ARE UNABLE TO OBTAINCARE ELSEWHERE IN THE COMMUNITY. | |
| $145,894 | DIAPER BANK PROGRAM - THE MISSION OF THE DIAPER BANK IS TO IMPROVE LIVES BY ASSISTING FAMILIES WITH DIAPER AND FAMILY HYGIENE NEEDS. | $145,894 |
| $55,961 | THE WORKFORCE ENGAGEMENT COMMUNITY SERVICES PROGRAM IS DESIGNED TO INCREASE THE AWARENESS AND INVOLVEMENT OF ORGANIZED LABOR IN COMMUNITY SERVICES. ORGANIZED LABOR HAS A WORKING RELATIONSHIP WITH UNITED WAY THAT SPANS A 60+ YEAR HISTORY. EMERGENCY ASSISTANCE THROUGH COMMUNITY RESOURCES IS OFFERED TO UNION MEMBERS IN TIME OF LAYOFFS, STRIKES, OR DISASTERS. SEMINARS FOR THE UNEMPLOYED ARE OFFERED PROVIDING INFORMATION ON AVAILABLE RESOURCES, LOCATIONS OF SERVICES, AND PROGRAM ELIGIBILITY. | |
| $33,653 | UNITED WAY FOX CITIES' YOUTH BOARD IS COMPOSED OF ABOUT 28 ACTIVE STUDENT MEMBERS FROM 7 AREA HIGH SCHOOLS. THE PURPOSE OF THE YOUTH BOARD IS TO EDUCATE AND INCREASE YOUTH AWARENESS, IMPROVE UNDERSTANDING OF UNITED WAY, VOLUNTEER OPPORTUNITIES, COMMUNITY NEEDS AND SERVICES. THE PURPOSE IS ALSO TO ASSIST YOUTH IN DEVELOPING LEADERSHIP SKILLS AND PHILANTHROPIC VALUES. THE YOUTH BOARD IS RESPONSIBLE FOR AWARDING A LIMITED NUMBER OF GRANTS TO YOUTH-ORIENTED PROGRAMS IN THE FOX CITIES. DURING THE PAST FISCAL YEAR, THE YOUTH BOARD AWARDED $8,000 IN GRANTSTHROUGH TWO GRANT CYCLES. IN ADDITION TO PERFORMING COMMUNITY SERVICE, YOUTH BOARD MEMBERS HELPED TO COORDINATE AND CARRYOUT A SUCCESSFUL 2019 TEEN SYMPOSIUM THAT ATTRACTED 279 NINTH GRADERS FROM 16 AREA HIGH SCHOOLS, 25 ADULT SCHOOL ADVISORS, 16 ADULT VOLUNTEERS, 55 STUDENT VOLUNTEERS AND 26 COMMUNITY AGENCIES AS PART OF THE COMMUNITY RESOURCE FAIR. THE FOCUS OF THE DAYLONG EVENT WAS ON LEADERSHIP SKILL DEVELOPMENT. | |
| $2,566 | THE EMERGENCY FOOD AND SHELTER PROGRAM (EFSP) WAS CREATED BY CONGRESS IN 1983 TO HELP MEET THE NEEDS OF HUNGRY AND HOMELESS PEOPLE THROUGHOUT THE UNITED STATES BY ALLOCATING FEDERAL FUNDS FOR THE PROVISION OF FOOD AND SHELTER. UNITED WAY'S ROLE IS TO STAFF THE DISTRIBUTION OF THESE FUNDS IN COLLABORATION WITH PRIMARY SERVICE PROVIDERS. UNITED WAY FOX CITIES WORKS WITH TWO LOCAL VOLUNTEER EFSP BOARDS TO DISTRIBUTE FUNDING TO OUTAGAMIE, CALUMET AND WINNEBAGO. | |
| $10,524 | WORKS | |
| $73,649 | VOLUNTEER ENGAGEMENT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $526,609 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $145,894 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $8,333,945 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 12 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 43 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 21 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 21 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PETER KELLY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9209547210 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1455 MIDWAY ROAD | AddressLine1Txt |
| City | MENASHA | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54952 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (23 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| JUDY BASEMAN | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| LAURIE BUTZ | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| CHRISTOPHER LEE | ||||||
| TREASURER / FINANCE CHAIR | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| MIKE HOCHHOLZER | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| DOUG MADEL | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| IMRAN ANDRABI | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| JEFF CURTIN | ||||||
| CHAIR | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| KIM BASSETT | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL KOEL | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| JOHN KRAUSE | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| MARK THIBEAULT | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| LARRY WRIGHT | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| TERRY ZASTROW | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| NICOLE MERTES | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| MONICA HILT | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| ANDREW HITT | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| JASON SCHULIST | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| DAVE MORTON | ||||||
| COMMUNITY IMPACT COUNCIL CHAIR | 4.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| TIM TEMBY | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| DUSTIN MCCLONE | ||||||
| VICE-CHAIR/GOVERNANCE | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JILL WAGNER | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| PETER KELLY | ||||||
| PRESIDENT / CEO | 50.00 | $163,557 | $0 | $27,561 | Yes (X) | |
| DOUGLAS COLLINS | ||||||
| VICE PRESIDENT FINANCE & A | 45.00 | $79,030 | $0 | $7,611 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $242,587 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $35,172 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $43,076 | FederatedCampaignsAmt |
| All Other Contributions | $9,340,416 | AllOtherContributionsAmt |
| Noncash Contributions | $403,069 | NoncashContributionsAmt |
| Total Contributions | $9,383,492 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $161,058 | TotalRevenueColumnAmt |
| Exclusion | $161,058 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $18,186 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | $9,580 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $18,186 | SecuritiesAmt |
| Other | -$9,580 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,606 | TotalRevenueColumnAmt |
| Exclusion | $8,606 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| SERVICE FEES | 900099 | $38,763 | $38,763 | |
| MISCELLANEOUS | 900099 | $19,968 | $19,968 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $58,731 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,611,887 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $38,763 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $189,632 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,016,358 | TotalAmt |
| Program Services | $7,016,358 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $277,759 | TotalAmt |
| Program Services | $79,046 | ProgramServicesAmt |
| Management And General | $165,382 | ManagementAndGeneralAmt |
| Fundraising | $33,331 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,134,301 | TotalAmt |
| Program Services | $558,186 | ProgramServicesAmt |
| Management And General | $253,018 | ManagementAndGeneralAmt |
| Fundraising | $323,097 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,347 | TotalAmt |
| Program Services | $29,461 | ProgramServicesAmt |
| Management And General | $10,860 | ManagementAndGeneralAmt |
| Fundraising | $20,026 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $163,981 | TotalAmt |
| Program Services | $73,055 | ProgramServicesAmt |
| Management And General | $28,176 | ManagementAndGeneralAmt |
| Fundraising | $62,750 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $102,550 | TotalAmt |
| Program Services | $47,382 | ProgramServicesAmt |
| Management And General | $29,065 | ManagementAndGeneralAmt |
| Fundraising | $26,103 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,713 | TotalAmt |
| Management And General | $21,713 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,020 | TotalAmt |
| Management And General | $36,020 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $235,716 | TotalAmt |
| Program Services | $200,626 | ProgramServicesAmt |
| Management And General | $35,090 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $131,812 | TotalAmt |
| Program Services | $44,342 | ProgramServicesAmt |
| Management And General | $18,624 | ManagementAndGeneralAmt |
| Fundraising | $68,846 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,591 | TotalAmt |
| Program Services | $41,586 | ProgramServicesAmt |
| Management And General | $15,433 | ManagementAndGeneralAmt |
| Fundraising | $14,572 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $93,843 | TotalAmt |
| Program Services | $36,628 | ProgramServicesAmt |
| Management And General | $30,571 | ManagementAndGeneralAmt |
| Fundraising | $26,644 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $101,727 | TotalAmt |
| Program Services | $31,511 | ProgramServicesAmt |
| Management And General | $4,514 | ManagementAndGeneralAmt |
| Fundraising | $65,702 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $106,444 | TotalAmt |
| Program Services | $51,237 | ProgramServicesAmt |
| Management And General | $29,200 | ManagementAndGeneralAmt |
| Fundraising | $26,007 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,017 | TotalAmt |
| Program Services | $30,388 | ProgramServicesAmt |
| Management And General | $16,745 | ManagementAndGeneralAmt |
| Fundraising | $14,884 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,289 | TotalAmt |
| Program Services | $2,346 | ProgramServicesAmt |
| Management And General | $17,794 | ManagementAndGeneralAmt |
| Fundraising | $1,149 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| NON-PROFIT DEVELOPMENT | $73,757 | $73,757 | ||
| MISCELLANEOUS | $21,019 | $2,108 | $8,560 | $10,351 |
| LICENSING | $13,484 | $12,115 | $1,141 | $228 |
| DUES AND SUBSCRIPTIONS | $7,121 | $3,813 | $2,438 | $870 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,752,849 | TotalAmt |
| Program Services | $8,333,945 | ProgramServicesAmt |
| Management And General | $724,344 | ManagementAndGeneralAmt |
| Fundraising | $694,560 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Joint Costs | Yes (X) | JointCostsInd |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,123,048 | BOYAmt |
| EOY | $1,424,330 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $99,481 | BOYAmt |
| EOY | $66,716 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,872,475 | BOYAmt |
| EOY | $3,903,833 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $263,956 | BOYAmt |
| EOY | $250,649 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $217,260 | BOYAmt |
| EOY | $411,848 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,826 | BOYAmt |
| EOY | $23,559 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,722,946 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $684,780 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,021,370 | BOYAmt |
| EOY | $1,038,166 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,626,175 | BOYAmt |
| EOY | $6,577,703 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $231,847 | BOYAmt |
| EOY | $220,400 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,477,438 | BOYAmt |
| EOY | $13,917,204 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $735,714 | BOYAmt |
| EOY | $711,990 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,614,223 | BOYAmt |
| EOY | $4,679,475 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,349,937 | BOYAmt |
| EOY | $5,391,465 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,196,055 | BOYAmt |
| EOY | $7,537,274 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $931,446 | BOYAmt |
| EOY | $988,465 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,127,501 | BOYAmt |
| EOY | $8,525,739 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,477,438 | BOYAmt |
| EOY | $13,917,204 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$140,962 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$460,800 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,898,570 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,269,653 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,275,839 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,056,049 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,383,492 | CurrentTaxYearAmt |
| Total | $45,883,603 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,898,570 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,269,653 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,275,839 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,056,049 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,383,492 | CurrentTaxYearAmt |
| Total | $45,883,603 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $7,290,175 | SubstantialContributorsTotAmt |
| Public Support Total170 | $38,593,428 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $61,836 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $104,529 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $134,959 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $162,481 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $161,058 | CurrentTaxYearAmt |
| Total | $624,863 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $98,427 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $107,603 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $101,817 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $221,907 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $58,731 | CurrentTaxYearAmt |
| Total | $588,485 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $47,096,951 | TotalSupportAmt |
| Public Support CY170 | 0.81940 | PublicSupportCY170Pct |
| Public Support PY170 | 0.81700 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | Yes (1) | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | Yes (1) | MailingsMembersInd |
| Mailings Members | $19 | MailingsMembersAmt |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $178 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $197 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | SUZANNE BRAULT VISIT TO STATE CAPITOL, MET WITH STAFF FOR REPRESENTATIVES KITCHEN, JACQUE, TUSLER AND SENATOR ROTH REGARDING; INVESTMENT IN EARLY CARE AND EDUCATION PROGRAMS FOR WI FAMILIES, THANK YOU FOR INCREASED INVESTMENT IN HOME VISITING PROGRAMS. PETER KELLY COMMENTS FOR JFC PUBLIC HEARING IN GREEN BAY IN SUPPORT OF EARLY CHILDHOOD, HOME VISITING SERVICES, CONCERN ABOUT REGION'S 3RD GRADE READING PROFICIENCY CONVERSATION WITH STATE REP. MIKE ROHRKASTE. STAFF VISIT FOR UW ADVOCACY VISIT ON CAPITOL HILL, MET WITH STAFF FOR CONGRESSMAN GALLAGHER, SENATOR TAMMY BALDWIN AND HER STAFF AND STAFF OF SENATOR JOHNSON REGARDING; POSSIBLE CHANGE TO FEDERAL POVERTY LEVEL CALCULATION, EARNED INCOME TAX CREDIT AND CHILD TAX CREDIT AND CHARITABLE GIVING INCENTIVES. LETTER FROM PETER KELLY,CEO, TO CONGRESSMAN MIKE GALLAGHER REGARDING PROPOSED CHANGES TO THE CALCULATION FOR DETERMINING THE FEDERAL POVERTY LEVEL. | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $953,217 | BeginningYearBalanceAmt |
| Contributions | $20,000 | ContributionsAmt |
| Investment Earnings Or Losses | -$83,548 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $10,013 | OtherExpendituresAmt |
| End Year Balance | $879,656 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $949,429 | BeginningYearBalanceAmt |
| Contributions | $11,322 | ContributionsAmt |
| Investment Earnings Or Losses | $6,028 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $13,562 | OtherExpendituresAmt |
| End Year Balance | $953,217 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $823,292 | BeginningYearBalanceAmt |
| Contributions | $38,556 | ContributionsAmt |
| Investment Earnings Or Losses | $100,520 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $12,939 | OtherExpendituresAmt |
| End Year Balance | $949,429 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $618,772 | BeginningYearBalanceAmt |
| Contributions | $113,161 | ContributionsAmt |
| Investment Earnings Or Losses | $103,104 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $11,745 | OtherExpendituresAmt |
| End Year Balance | $823,292 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $637,825 | BeginningYearBalanceAmt |
| Contributions | $24,656 | ContributionsAmt |
| Investment Earnings Or Losses | -$34,619 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $9,090 | OtherExpendituresAmt |
| End Year Balance | $618,772 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.24290 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.65050 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.10660 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $15,000 | OtherCostOrOtherBasisAmt |
| Book Value | $15,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,255,824 | OtherCostOrOtherBasisAmt |
| Depreciation | $386,437 | DepreciationAmt |
| Book Value | $869,387 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $452,122 | OtherCostOrOtherBasisAmt |
| Depreciation | $298,343 | DepreciationAmt |
| Book Value | $153,779 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,038,166 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BENEFICIAL INTEREST IN ASSETS AT COMMUNITY FOUNDATION | Desc |
| Book Value | $6,577,703 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $6,577,703 | TotalBookValueSecuritiesAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $8,602,423 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$460,800 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $28,789 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | -$432,011 | RevenueNotReportedAmt |
| Revenue Subtotal | $9,034,434 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $36,020 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $541,433 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $577,453 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $9,611,887 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $9,204,185 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $28,789 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $9,580 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $38,369 | ExpensesNotReportedAmt |
| Expenses Subtotal | $9,165,816 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $36,020 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $551,013 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $587,033 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $9,752,849 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. 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. 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, 2020. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | ALLOCATIONS FUNDED THROUGH DESIGNATIONS 551,013. LOSS ON SALE OF ASSETS INCLUDED ON PART VIII, LINE 7D -9,580. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | LOSS ON SALE OF ASSETS INCLUDED ON PART VIII, LINE 7D 9,580. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | ALLOCATIONS FUNDED THROUGH DESIGNATIONS 551,013. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (60 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|---|---|---|---|---|---|
| ADVOCAP INC | ||||||||||
| 181 E NORTH WATER STREET | NEENAH | WI | 54956 | 391053365 | 501(C)3 | $51,985 | PROGRAM OPERATING COST | |||
| VIVENT HEALTH | ||||||||||
| 103 E WASHINGTON STREET | APPLETON | WI | 54911 | 391534049 | 501(C)3 | $64,417 | PROGRAM OPERATING COST | |||
| AMERICAN CANCER SOCIETY WI | ||||||||||
| 1324 FOREST AVE 420 | STATEN ISLAND | NY | 10302 | 814561048 | 501(C)3 | $5,025 | PROGRAM OPERATING COST | |||
| AMERICAN RED CROSS IN NORTHEAST WISCONSIN | ||||||||||
| 515 S WASHBURN STREET SUITE 201 | OSHKOSH | WI | 54904 | 530196605 | 501(C)3 | $104,826 | PROGRAM OPERATING COST | |||
| APPLETON PUBLIC LIBRARY | ||||||||||
| 100 N APPLETON ST | APPLETON | WI | 54911 | 396005381 | 501(C)1 | $43,394 | PROGRAM OPERATING COST | |||
| BEST FRIENDS OF NEENAH - MENASHA INC | ||||||||||
| 181 E NORTH WATER STREET STE 225 | NEENAH | WI | 54956 | 391260017 | 501(C)3 | $162,419 | PROGRAM OPERATING COST | |||
| BIG BROTHERS BIG SISTERS OF THE FOX VALLEY REGION INC | ||||||||||
| 160 SOUTH BADGER AVE | APPLETON | WI | 54914 | 396103907 | 501(C)3 | $176,783 | PROGRAM OPERATING COST | |||
| BOYS' & GIRLS' BRIGADE ASSOCIATION | ||||||||||
| 109 WEST COLUMBIAN AVE | NEENAH | WI | 54956 | 390813396 | 501(C)3 | $32,148 | PROGRAM OPERATING COST | |||
| BOYS & GIRLS CLUBS FOX VALLEY INC | ||||||||||
| 160 SOUTH BADGER AVE | APPLETON | WI | 54914 | 391225709 | 501(C)3 | $337,051 | PROGRAM OPERATING COSTS | |||
| BAY-LAKES COUNCIL INC BOY SCOUTS OF AMERICA | ||||||||||
| PO BOX 267 | APPLETON | WI | 549120267 | 391184320 | 501(C)3 | $5,791 | PROGRAM OPERATING COST | |||
| BRIDGES CHILD ENRICHMENT CENTER | ||||||||||
| 803 EAST COLLEGE AVE | APPLETON | WI | 54911 | 391340963 | 501(C)3 | $153,550 | PROGRAM OPERATING COST | |||
| CAP SERVICES INC | ||||||||||
| 17 PARK PLACE SUITE 950 | APPLETON | WI | 54914 | 391080897 | 501(C)3 | $106,273 | PROGRAM OPERATING COST | |||
| CATALPA HEALTH | ||||||||||
| 442 N WESTHILL BLVD | APPLETON | WI | 54914 | 390812532 | 501(C)3 | $181,568 | PROGRAM OPERATING COST | |||
| CATHOLIC CHARITIES DIOCESE OF GREEN BAY INC | ||||||||||
| 214 E SUMMER STREET | APPLETON | WI | 54911 | 390808438 | 501(C)3 | $99,362 | PROGRAM OPERATING COST | |||
| COVEY INC | ||||||||||
| 363 BROAD STREET SUITE 120 | OSHKOSH | WI | 54903 | 396026845 | 501(C)3 | $47,500 | PROGRAM OPERATING COST | |||
| CHILD CARE RESOURCE & REFERRAL INC | ||||||||||
| 1001 WEST KENNEDY AVE | KIMBERLY | WI | 54136 | 391606155 | 501(C)3 | $126,946 | PROGRAM OPERATING COST | |||
| CHRISTINE ANN DOMESTIC ABUSE SERVICES INC | ||||||||||
| 1416 S COMMERCIAL STREET STE A | NEENAH | WI | 54956 | 391441770 | 501(C)3 | $107,908 | PROGRAM OPERATING COST | |||
| COMMUNITY FAMILY RESOURCE CENTER | ||||||||||
| 330 W HICKORY STREET | SEYMOUR | WI | 54165 | 396017468 | 501(C)3 | $30,388 | PROGRAM OPERATING COST | |||
| COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION | ||||||||||
| 4455 W LAWRENCE STREET | APPLETON | WI | 54914 | 391548450 | 501(C)3 | $50,000 | NONPROFIT LEADERSHIP PROGRAM OPERATING COST | |||
| FAMILY SERVICES OF NORTHEAST WI | ||||||||||
| 300 CROOKS ST | GREEN BAY | WI | 54301 | 390827320 | 501(C)3 | $504,265 | PROGRAM OPERATING COST & DIAPERS FOR DISTRIBUTION | $13,358 | BOOK | DIAPERS |
| FINANCIAL INFORMATION AND SERVICE CENTER INC (FISC) | ||||||||||
| 1800 APPLETON ROAD | MENASHA | WI | 54952 | 396698981 | 501(C)3 | $195,700 | PROGRAM OPERATING COST | |||
| LSS FOUNDATION INC | ||||||||||
| 6737 W WASHINGTON STREET | WEST ALLIS | WI | 53214 | 391242451 | 501(C)3 | $86,772 | FOX VALLEY MEMORY PROJECT PROGRAM OPERATING COST | |||
| FOX VALLEY LITERACY COUNCIL INC | ||||||||||
| 130 EAST FRANKLIN STREET | APPLETON | WI | 54911 | 391682277 | 501(C)3 | $110,500 | PROGRAM OPERATING COST | |||
| COMMUNITY EARLY LEARNING CENTER | ||||||||||
| 313 S STATE STREET | APPLETON | WI | 54911 | 471117143 | 501(C)3 | $99,999 | PROGRAM OPERATING COST | |||
| CITY OF MENASHA HEALTH DEPARTMENT | ||||||||||
| 126 W WISCONSIN AVE | NEENAH | WI | 54956 | 396005525 | 501(C)1 | $50,445 | PROGRAM OPERATING COST | |||
| FRIENDSHIP PLACE | ||||||||||
| 220 NORTH COMMERCIAL STREET | NEENAH | WI | 54956 | 392029900 | 501(C)3 | $122,131 | PROGRAM OPERATING COST | |||
| GIRL SCOUTS OF THE NORTHWEST GREAT LAKES INC | ||||||||||
| 4693 NORTH LYNNDALE DRIVE | APPLETON | WI | 54913 | 390816897 | 501(C)3 | $135,782 | PROGRAM OPERATING COST | |||
| HARBOR HOUSE DOMESTIC ABUSE PROGRAMS INC | ||||||||||
| 720 WEST FIFTH STREET | APPLETON | WI | 54914 | 391870927 | 501(C)3 | $212,499 | ECONOMIC ADVOCACY FOR SURVIVORS & OTHER PROGRAM OPERATING COSTS | |||
| SAMARITAN COUNSELING CENTER OF THE FOX VALLEY INC | ||||||||||
| 1478 KENWOOD DRIVE | MENASHA | WI | 54952 | 391214216 | 501(C)3 | $85,000 | PROGRAM OPERATING COST | |||
| LEGAL ACTION OF WISCONSIN | ||||||||||
| 201 WEST WALNUT STREET STE 203 | GREEN BAY | WI | 54303 | 391077192 | 501(C)3 | $75,000 | PROGRAM OPERATING COST | |||
| LUTHERAN SOCIAL SERVICES OF WISCONSIN & UPPER MICHIGAN INC | ||||||||||
| 3003 NORTH RICHMOND STREET A | APPLETON | WI | 54911 | 390816846 | 501(C)3 | $240,805 | PROGRAM OPERATING COST | |||
| NATIONAL ALLIANCE ON MENTAL ILLNESS (NAMI) FOX VALLEY | ||||||||||
| 516 WEST 6TH STREET | APPLETON | WI | 54911 | 391545497 | 501(C)3 | $122,570 | PROGRAM OPERATING COST | |||
| NEENAH - MENASHA DIAL-A-RIDE | ||||||||||
| 211 WALNUT STREET | NEENAH | WI | 54956 | 396005543 | 501(C)3 | $8,500 | PROGRAM OPERATING COST | |||
| NEW LONDON UNITED WAY | ||||||||||
| PO BOX 104 | NEW LONDON | WI | 54961 | 391587610 | 501(C)3 | $5,858 | PROGRAM OPERATING COST | |||
| NON-PROFIT AFFORDABLE HOUSING BASED RENTAL SERVICES | ||||||||||
| 3020 EAST WINSLOW AVE | APPLETON | WI | 54911 | 391652869 | 501(C)3 | $17,992 | PROGRAM OPERATING COST | |||
| OSHKOSH AREA UNITED WAY INC | ||||||||||
| 36 BROAD STREET SUITE 100 | OSHKOSH | WI | 54901 | 391017908 | 501(C)3 | $16,149 | PROGRAM OPERATING COST | |||
| REACH COUNSELING SERVICES INC | ||||||||||
| 1370 SOUTH COMMERCIAL STREET | NEENAH | WI | 54956 | 391292277 | 501(C)3 | $202,358 | PROGRAM OPERATING COST | |||
| SEXUAL ASSAULT CRISIS CENTER-FOX CITIES INC | ||||||||||
| 35 PARK PLACE SUITE 100 | APPLETON | WI | 54914 | 391309331 | 501(C)3 | $130,419 | PROGRAM OPERATING COST | |||
| SOAR FOX CITIES | ||||||||||
| 375 WINNEBAGO AVE | MENASHA | WI | 54952 | 753202931 | 501(C)3 | $288,145 | PROGRAM OPERATING COST | |||
| UNITED WAY OF SHAWANO COUNTY INC | ||||||||||
| PO BOX 31 | SHAWANO | WI | 54166 | 391099657 | 501(C)3 | $12,625 | PROGRAM OPERATING COST | |||
| VALLEY PACKAGING INDUSTRIES INC | ||||||||||
| 2730 ROEMER ROAD | APPLETON | WI | 54915 | 390921632 | 501(C)3 | $386,346 | PROGRAM OPERATING COST & DIAPERS FOR DISTRIBUTION | $3,915 | BOOK | DIAPERS |
| VALLEY TRANSIT - THE CONNECTOR INITIATIVE | ||||||||||
| 801 SOUTH WHITMAN AVE | APPLETON | WI | 54914 | 396005381 | 501(C)3 | $50,000 | PROGRAM OPERATING COST | |||
| VILLA HOPE INC | ||||||||||
| 613 NORTH DIVISION STREET | APPLETON | WI | 54911 | 237088971 | 501(C)3 | $19,000 | PROGRAM OPERATING COST | |||
| YMCA FOX CITIES | ||||||||||
| 218 EAST LAWRENCE STREET | APPLETON | WI | 54911 | 390806191 | 501(C)3 | $617,267 | PROGRAM OPERATING COST | |||
| YOUTH GO INC | ||||||||||
| 213 NICOLET BLVD | NEENAH | WI | 54956 | 391137233 | 501(C)3 | $209,000 | PROGRAM OPERATING COST | |||
| BROWN COUNTY UNITED WAY | ||||||||||
| 1245 MAIN STREET | GREEN BAY | WI | 54301 | 390806299 | 501(C)3 | $8,821 | PROGRAM OPERATING COST | |||
| PARTNERSHIP COMMUNITY HEALTH CENTER | ||||||||||
| 1814 APPLETON ROAD | MENASHA | WI | 54952 | 391884820 | 501(C)3 | $146,775 | PROGRAM OPERATING COST | |||
| ST JOSEPH FOOD PROGRAM INC | ||||||||||
| 1465A OPPORTUNITY WAY | MENASHA | WI | 54952 | 391822486 | 501(C)3 | $20,000 | BACKPACK FOOD ASSISTANCE PROGRAM & DIAPERS FOR DISTRIBUTION | $18,550 | BOOK | DIAPERS |
| THE SALVATION ARMY - FOX CITIES | ||||||||||
| 130 E NORTH ST | APPLETON | WI | 54911 | 132923701 | 501(C)3 | DIAPERS FOR DISTRIBUTION | $30,405 | BOOK | DIAPERS | |
| CALUMET COUNTY PUBLIC HEALTH | ||||||||||
| 206 COURT STREET | CHILTON | WI | 53014 | 501(C)1 | DIAPERS FOR DISTRIBUTION | $13,849 | BOOK | DIAPERS | ||
| WINNEBAGO COUNTY HEALTH DEPT WIC | ||||||||||
| 220 WASHINGTON AVE PO BOX 2187 | OSHKOSH | WI | 54903 | 501(C)1 | DIAPERS FOR DISTRIBUTION | $16,550 | BOOK | DIAPERS | ||
| COMMUNITY CLOTHES CLOSET | ||||||||||
| 1465B OPPORTUNITY WAY | MENASHA | WI | 54952 | 391394270 | 501(C)3 | $10,000 | PROGRAM OPERATING COST | |||
| DYSLEXIA READING CONNECTION | ||||||||||
| 2935 N BALLARD RD STE 1 | APPLETON | WI | 54911 | 463735471 | 501(C)3 | $9,900 | PROGRAM OPERATING COST | |||
| GREATER FOX CITIES HABITAT FOR HUMANITY | ||||||||||
| 921 MIDWAY RD | MENASHA | WI | 54952 | 391742974 | 501(C)3 | $150,000 | PROGRAM OPERATING COST | |||
| TRI-COUNTY DENTAL | ||||||||||
| 9 TRI PARK WAY | APPLETON | WI | 54914 | 470862462 | 501(C)3 | $50,000 | PROGRAM OPERATING COST | |||
| VOLUNTEER CENTER OF EAST CENTRAL WI | ||||||||||
| 2616 S ONEIDA ST STE 2 | APPLETON | WI | 54915 | 391765162 | 501(C)3 | $30,000 | PROGRAM OPERATING COST | |||
| WAUPACA COMMUNITY CHEST | ||||||||||
| PO BOX 94 | WAUPACA | WI | 54981 | 237135248 | 501(C)3 | $7,241 | PROGRAM OPERATING COST | |||
| OUTAGAMIE COUNTY | ||||||||||
| 410 S WALNUT | APPLETON | WI | 54911 | 501(C)1 | DIAPERS FOR DISTRIBUTION | $5,936 | BOOK | DIAPERS | ||
| HOPE CENTER INC | ||||||||||
| 502 N EAST AVE | WAUKESHA | WI | 53186 | 391585261 | 501(C)3 | DIAPERS FOR DISTRIBUTION | $5,170 | BOOK | DIAPERS | |
| PILLARS INC | ||||||||||
| 605 E HANCOCK STREET | APPLETON | WI | 54911 | 391582471 | 501(C)(3) | $337,366 | PROGRAM OPERATING COST | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 54 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETER KELLY | PersonNm |
| Title | PRESIDENT / CEO | TitleTxt |
| Base Compensation Filing Org | $154,294 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $9,263 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $26,866 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $695 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $191,118 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule M IRS990ScheduleM
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $17,395 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | COST | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (5 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | DIAPERS | 1128307 | $340,482 | COST |
| Yes (X) | EVENTS | 5 | $31,150 | COST |
| Yes (X) | PUBLICATIONS | 4 | $6,643 | COST |
| Yes (X) | COLLATERAL | 9 | $6,424 | COST |
| Yes (X) | MISCELLANEOUS | 2 | $975 | COST |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | DIAPERS ARE NUMBER OF ITEMS AND ALL OTHERS ARE NUMBER OF CONTRIBUTIONS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1 | 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. |
| FORM 990, PART VI, SECTION B, LINE 11B | BEFORE FILING THE FORM 990, THE ORGANIZATION WILL ELECTRONICALLY SUBMIT THE FORM 990 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 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 VP, FINANCE AND ADMINISTRATION. 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. |
| FORM 990, PART VI, SECTION C, LINE 19 | UNITED WAY FOX CITIES POSTS THE ANNUAL AUDITED FINANCIAL STATEMENTS, THE FORM 990, THE CODE OF ETHICS AND THE BY-LAWS ON THEIR WEBSITE. COPIES OF THESE DOCUMENTS WILL BE PROVIDED 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. |