2021-02-15T14:43:45-06:00 2020-03-31 410746749 CLIFTONLARSONALLEN LLP 1660 OSHKOSH AVE SUITE 200 OSHKOSH WI 54902 990 2019-04-01 390912895 UNITED WAY FOX CITIES INC UNIT 9209547210 1455 MIDWAY ROAD MENASHA WI 54952 PETER KELLY PRESIDENT/CEO 9209547210 2021-02-12 1 COURTNEY ADER P01278271 9202315890 2021-02-12 2019 2022-09-23 18:48:47Z PETER KELLY 1455 MIDWAY ROAD MENASHA WI 54952 9621467 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. 21 21 43 1375 0 0 9056049 9383492 0 0 184174 169664 221907 58731 9462130 9611887 6804301 7016358 0 0 1656609 1738938 0 0 694560 1130619 997553 9591529 9752849 -129399 -140962 14477438 13917204 5349937 5391465 9127501 8525739 X TO IMPROVE LIVES BY BRINGING DIVERSE PEOPLE TOGETHER TO BUILD A STRONGER, MORE CARING COMMUNITY FOR EVERYONE. 0 0 7399754 6870464 38763 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. 229790 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%. 177792 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. 158622 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. 45740 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. 145894 145894 DIAPER BANK PROGRAM - THE MISSION OF THE DIAPER BANK IS TO IMPROVE LIVES BY ASSISTING FAMILIES WITH DIAPER AND FAMILY HYGIENE NEEDS. 55961 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. 33653 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. 2566 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. 10524 WORKS 73649 VOLUNTEER ENGAGEMENT 526609 145894 8333945 1 1 0 1 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 43 1 0 0 0 0 0 0 0 0 0 0 0 0 X 21 21 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WI X X PETER KELLY 9209547210 1455 MIDWAY ROAD MENASHA WI 54952 JUDY BASEMAN DIRECTOR 0.50 X 0 0 0 LAURIE BUTZ DIRECTOR 0.50 X 0 0 0 CHRISTOPHER LEE TREASURER / FINANCE CHAIR 5.00 X X 0 0 0 MIKE HOCHHOLZER DIRECTOR 0.50 X 0 0 0 DOUG MADEL DIRECTOR 0.50 X 0 0 0 IMRAN ANDRABI DIRECTOR 0.50 X 0 0 0 JEFF CURTIN CHAIR 5.00 X X 0 0 0 KIM BASSETT DIRECTOR 0.50 X 0 0 0 MICHAEL KOEL DIRECTOR 0.50 X 0 0 0 JOHN KRAUSE DIRECTOR 0.50 X 0 0 0 MARK THIBEAULT DIRECTOR 0.50 X 0 0 0 LARRY WRIGHT DIRECTOR 0.50 X 0 0 0 TERRY ZASTROW DIRECTOR 0.50 X 0 0 0 NICOLE MERTES DIRECTOR 0.50 X 0 0 0 MONICA HILT DIRECTOR 0.50 X 0 0 0 ANDREW HITT DIRECTOR 0.50 X 0 0 0 JASON SCHULIST DIRECTOR 0.50 X 0 0 0 DAVE MORTON COMMUNITY IMPACT COUNCIL CHAIR 4.00 X X 0 0 0 TIM TEMBY DIRECTOR 0.50 X 0 0 0 DUSTIN MCCLONE VICE-CHAIR/GOVERNANCE 5.00 X X 0 0 0 JILL WAGNER DIRECTOR 0.50 X 0 0 0 PETER KELLY PRESIDENT / CEO 50.00 X 163557 0 27561 DOUGLAS COLLINS VICE PRESIDENT FINANCE & A 45.00 X 79030 0 7611 242587 0 35172 1 0 1 0 0 43076 9340416 403069 9383492 161058 161058 18186 0 9580 18186 -9580 8606 8606 SERVICE FEES 900099 38763 38763 MISCELLANEOUS 900099 19968 19968 58731 9611887 38763 0 189632 7016358 7016358 277759 79046 165382 33331 1134301 558186 253018 323097 60347 29461 10860 20026 163981 73055 28176 62750 102550 47382 29065 26103 21713 21713 36020 36020 235716 200626 35090 131812 44342 18624 68846 71591 41586 15433 14572 93843 36628 30571 26644 101727 31511 4514 65702 106444 51237 29200 26007 62017 30388 16745 14884 21289 2346 17794 1149 NON-PROFIT DEVELOPMENT 73757 73757 MISCELLANEOUS 21019 2108 8560 10351 LICENSING 13484 12115 1141 228 DUES AND SUBSCRIPTIONS 7121 3813 2438 870 9752849 8333945 724344 694560 X 1123048 1424330 99481 66716 3872475 3903833 263956 250649 217260 411848 21826 23559 1722946 684780 1021370 1038166 7626175 6577703 231847 220400 14477438 13917204 735714 711990 4614223 4679475 5349937 5391465 X 8196055 7537274 931446 988465 9127501 8525739 14477438 13917204 -140962 -460800 0 X X 0 1 X 1 0 X 8898570 9269653 9275839 9056049 9383492 45883603 8898570 9269653 9275839 9056049 9383492 45883603 7290175 38593428 61836 104529 134959 162481 161058 624863 98427 107603 101817 221907 58731 588485 47096951 0.81940 0.81700 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 1 19 0 0 1 178 0 0 197 0 PART II-B, LINE 1: 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. 953217 20000 -83548 10013 879656 949429 11322 6028 13562 953217 823292 38556 100520 12939 949429 618772 113161 103104 11745 823292 637825 24656 -34619 9090 618772 0.24290 0.65050 0.10660 1 0 15000 15000 1255824 386437 869387 452122 298343 153779 1038166 BENEFICIAL INTEREST IN ASSETS AT COMMUNITY FOUNDATION 6577703 F 6577703 X 8602423 -460800 28789 -432011 9034434 36020 541433 577453 9611887 9204185 28789 9580 38369 9165816 36020 551013 587033 9752849 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. 1 ADVOCAP INC 181 E NORTH WATER STREET NEENAH WI 54956 391053365 501(C)3 51985 PROGRAM OPERATING COST VIVENT HEALTH 103 E WASHINGTON STREET APPLETON WI 54911 391534049 501(C)3 64417 PROGRAM OPERATING COST AMERICAN CANCER SOCIETY WI 1324 FOREST AVE 420 STATEN ISLAND NY 10302 814561048 501(C)3 5025 PROGRAM OPERATING COST AMERICAN RED CROSS IN NORTHEAST WISCONSIN 515 S WASHBURN STREET SUITE 201 OSHKOSH WI 54904 530196605 501(C)3 104826 PROGRAM OPERATING COST APPLETON PUBLIC LIBRARY 100 N APPLETON ST APPLETON WI 54911 396005381 501(C)1 43394 PROGRAM OPERATING COST BEST FRIENDS OF NEENAH - MENASHA INC 181 E NORTH WATER STREET STE 225 NEENAH WI 54956 391260017 501(C)3 162419 PROGRAM OPERATING COST BIG BROTHERS BIG SISTERS OF THE FOX VALLEY REGION INC 160 SOUTH BADGER AVE APPLETON WI 54914 396103907 501(C)3 176783 PROGRAM OPERATING COST BOYS' & GIRLS' BRIGADE ASSOCIATION 109 WEST COLUMBIAN AVE NEENAH WI 54956 390813396 501(C)3 32148 PROGRAM OPERATING COST BOYS & GIRLS CLUBS FOX VALLEY INC 160 SOUTH BADGER AVE APPLETON WI 54914 391225709 501(C)3 337051 PROGRAM OPERATING COSTS BAY-LAKES COUNCIL INC BOY SCOUTS OF AMERICA PO BOX 267 APPLETON WI 549120267 391184320 501(C)3 5791 PROGRAM OPERATING COST BRIDGES CHILD ENRICHMENT CENTER 803 EAST COLLEGE AVE APPLETON WI 54911 391340963 501(C)3 153550 PROGRAM OPERATING COST CAP SERVICES INC 17 PARK PLACE SUITE 950 APPLETON WI 54914 391080897 501(C)3 106273 PROGRAM OPERATING COST CATALPA HEALTH 442 N WESTHILL BLVD APPLETON WI 54914 390812532 501(C)3 181568 PROGRAM OPERATING COST CATHOLIC CHARITIES DIOCESE OF GREEN BAY INC 214 E SUMMER STREET APPLETON WI 54911 390808438 501(C)3 99362 PROGRAM OPERATING COST COVEY INC 363 BROAD STREET SUITE 120 OSHKOSH WI 54903 396026845 501(C)3 47500 PROGRAM OPERATING COST CHILD CARE RESOURCE & REFERRAL INC 1001 WEST KENNEDY AVE KIMBERLY WI 54136 391606155 501(C)3 126946 PROGRAM OPERATING COST CHRISTINE ANN DOMESTIC ABUSE SERVICES INC 1416 S COMMERCIAL STREET STE A NEENAH WI 54956 391441770 501(C)3 107908 PROGRAM OPERATING COST COMMUNITY FAMILY RESOURCE CENTER 330 W HICKORY STREET SEYMOUR WI 54165 396017468 501(C)3 30388 PROGRAM OPERATING COST COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION 4455 W LAWRENCE STREET APPLETON WI 54914 391548450 501(C)3 50000 NONPROFIT LEADERSHIP PROGRAM OPERATING COST FAMILY SERVICES OF NORTHEAST WI 300 CROOKS ST GREEN BAY WI 54301 390827320 501(C)3 504265 13358 BOOK DIAPERS PROGRAM OPERATING COST & DIAPERS FOR DISTRIBUTION FINANCIAL INFORMATION AND SERVICE CENTER INC (FISC) 1800 APPLETON ROAD MENASHA WI 54952 396698981 501(C)3 195700 PROGRAM OPERATING COST LSS FOUNDATION INC 6737 W WASHINGTON STREET WEST ALLIS WI 53214 391242451 501(C)3 86772 FOX VALLEY MEMORY PROJECT PROGRAM OPERATING COST FOX VALLEY LITERACY COUNCIL INC 130 EAST FRANKLIN STREET APPLETON WI 54911 391682277 501(C)3 110500 PROGRAM OPERATING COST COMMUNITY EARLY LEARNING CENTER 313 S STATE STREET APPLETON WI 54911 471117143 501(C)3 99999 PROGRAM OPERATING COST CITY OF MENASHA HEALTH DEPARTMENT 126 W WISCONSIN AVE NEENAH WI 54956 396005525 501(C)1 50445 PROGRAM OPERATING COST FRIENDSHIP PLACE 220 NORTH COMMERCIAL STREET NEENAH WI 54956 392029900 501(C)3 122131 PROGRAM OPERATING COST GIRL SCOUTS OF THE NORTHWEST GREAT LAKES INC 4693 NORTH LYNNDALE DRIVE APPLETON WI 54913 390816897 501(C)3 135782 PROGRAM OPERATING COST HARBOR HOUSE DOMESTIC ABUSE PROGRAMS INC 720 WEST FIFTH STREET APPLETON WI 54914 391870927 501(C)3 212499 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 85000 PROGRAM OPERATING COST LEGAL ACTION OF WISCONSIN 201 WEST WALNUT STREET STE 203 GREEN BAY WI 54303 391077192 501(C)3 75000 PROGRAM OPERATING COST LUTHERAN SOCIAL SERVICES OF WISCONSIN & UPPER MICHIGAN INC 3003 NORTH RICHMOND STREET A APPLETON WI 54911 390816846 501(C)3 240805 PROGRAM OPERATING COST NATIONAL ALLIANCE ON MENTAL ILLNESS (NAMI) FOX VALLEY 516 WEST 6TH STREET APPLETON WI 54911 391545497 501(C)3 122570 PROGRAM OPERATING COST NEENAH - MENASHA DIAL-A-RIDE 211 WALNUT STREET NEENAH WI 54956 396005543 501(C)3 8500 PROGRAM OPERATING COST NEW LONDON UNITED WAY PO BOX 104 NEW LONDON WI 54961 391587610 501(C)3 5858 PROGRAM OPERATING COST NON-PROFIT AFFORDABLE HOUSING BASED RENTAL SERVICES 3020 EAST WINSLOW AVE APPLETON WI 54911 391652869 501(C)3 17992 PROGRAM OPERATING COST OSHKOSH AREA UNITED WAY INC 36 BROAD STREET SUITE 100 OSHKOSH WI 54901 391017908 501(C)3 16149 PROGRAM OPERATING COST REACH COUNSELING SERVICES INC 1370 SOUTH COMMERCIAL STREET NEENAH WI 54956 391292277 501(C)3 202358 PROGRAM OPERATING COST SEXUAL ASSAULT CRISIS CENTER-FOX CITIES INC 35 PARK PLACE SUITE 100 APPLETON WI 54914 391309331 501(C)3 130419 PROGRAM OPERATING COST SOAR FOX CITIES 375 WINNEBAGO AVE MENASHA WI 54952 753202931 501(C)3 288145 PROGRAM OPERATING COST UNITED WAY OF SHAWANO COUNTY INC PO BOX 31 SHAWANO WI 54166 391099657 501(C)3 12625 PROGRAM OPERATING COST VALLEY PACKAGING INDUSTRIES INC 2730 ROEMER ROAD APPLETON WI 54915 390921632 501(C)3 386346 3915 BOOK DIAPERS PROGRAM OPERATING COST & DIAPERS FOR DISTRIBUTION VALLEY TRANSIT - THE CONNECTOR INITIATIVE 801 SOUTH WHITMAN AVE APPLETON WI 54914 396005381 501(C)3 50000 PROGRAM OPERATING COST VILLA HOPE INC 613 NORTH DIVISION STREET APPLETON WI 54911 237088971 501(C)3 19000 PROGRAM OPERATING COST YMCA FOX CITIES 218 EAST LAWRENCE STREET APPLETON WI 54911 390806191 501(C)3 617267 PROGRAM OPERATING COST YOUTH GO INC 213 NICOLET BLVD NEENAH WI 54956 391137233 501(C)3 209000 PROGRAM OPERATING COST BROWN COUNTY UNITED WAY 1245 MAIN STREET GREEN BAY WI 54301 390806299 501(C)3 8821 PROGRAM OPERATING COST PARTNERSHIP COMMUNITY HEALTH CENTER 1814 APPLETON ROAD MENASHA WI 54952 391884820 501(C)3 146775 PROGRAM OPERATING COST ST JOSEPH FOOD PROGRAM INC 1465A OPPORTUNITY WAY MENASHA WI 54952 391822486 501(C)3 20000 18550 BOOK DIAPERS BACKPACK FOOD ASSISTANCE PROGRAM & DIAPERS FOR DISTRIBUTION THE SALVATION ARMY - FOX CITIES 130 E NORTH ST APPLETON WI 54911 132923701 501(C)3 30405 BOOK DIAPERS DIAPERS FOR DISTRIBUTION CALUMET COUNTY PUBLIC HEALTH 206 COURT STREET CHILTON WI 53014 501(C)1 13849 BOOK DIAPERS DIAPERS FOR DISTRIBUTION WINNEBAGO COUNTY HEALTH DEPT WIC 220 WASHINGTON AVE PO BOX 2187 OSHKOSH WI 54903 501(C)1 16550 BOOK DIAPERS DIAPERS FOR DISTRIBUTION COMMUNITY CLOTHES CLOSET 1465B OPPORTUNITY WAY MENASHA WI 54952 391394270 501(C)3 10000 PROGRAM OPERATING COST DYSLEXIA READING CONNECTION 2935 N BALLARD RD STE 1 APPLETON WI 54911 463735471 501(C)3 9900 PROGRAM OPERATING COST GREATER FOX CITIES HABITAT FOR HUMANITY 921 MIDWAY RD MENASHA WI 54952 391742974 501(C)3 150000 PROGRAM OPERATING COST TRI-COUNTY DENTAL 9 TRI PARK WAY APPLETON WI 54914 470862462 501(C)3 50000 PROGRAM OPERATING COST VOLUNTEER CENTER OF EAST CENTRAL WI 2616 S ONEIDA ST STE 2 APPLETON WI 54915 391765162 501(C)3 30000 PROGRAM OPERATING COST WAUPACA COMMUNITY CHEST PO BOX 94 WAUPACA WI 54981 237135248 501(C)3 7241 PROGRAM OPERATING COST OUTAGAMIE COUNTY 410 S WALNUT APPLETON WI 54911 501(C)1 5936 BOOK DIAPERS DIAPERS FOR DISTRIBUTION HOPE CENTER INC 502 N EAST AVE WAUKESHA WI 53186 391585261 501(C)3 5170 BOOK DIAPERS DIAPERS FOR DISTRIBUTION PILLARS INC 605 E HANCOCK STREET APPLETON WI 54911 391582471 501(C)(3) 337366 PROGRAM OPERATING COST 54 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 0 0 0 0 0 0 0 0 0 PETER KELLY PRESIDENT / CEO 154294 0 0 0 9263 0 26866 0 695 0 191118 0 0 0 X 17395 COST X DIAPERS 1128307 340482 COST X EVENTS 5 31150 COST X PUBLICATIONS 4 6643 COST X COLLATERAL 9 6424 COST X MISCELLANEOUS 2 975 COST 0 1 0 PART I, COLUMN (B): DIAPERS ARE NUMBER OF ITEMS AND ALL OTHERS ARE NUMBER OF CONTRIBUTIONS. 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.