2016-11-15T08:10:32-06:00 2016-03-31 410746749 CLIFTONLARSONALLEN LLP PO BOX 2886 OSHKOSH WI 549032886 990 2015-04-01 390912895 UNITED WAY FOX CITIES INC UNIT 9209547210 1455 MIDWAY ROAD MENASHA WI 54952 PETER KELLY PRESIDENT/CEO 9209547210 2016-11-14 1 KIMBERLY ANDERSON CPA P00188889 9202315890 2016-11-14 2015 2017-02-10 21:41:12Z PETER KELLY 1455 MIDWAY ROAD MENASHA WI 54952 9069916 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. 24 24 27 250 0 0 8997800 8898570 0 0 124646 62881 89944 98427 9212390 9059878 6333216 6701170 0 0 1397689 1415438 0 0 602222 766263 813002 8497168 8929610 715222 130268 12062454 12735215 4513088 5021385 7549366 7713830 X TO IMPROVE LIVES BY BRINGING DIVERSE PEOPLE TOGETHER TO BUILD A STRONGER, MORE CARING COMMUNITY FOR EVERYONE. 0 0 6944669 6522238 49838 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 1,300 HOURS OF THEIR TIME THROUGHOUT THE YEAR. UNITED WAY FOX CITIES IS INVESTING OVER 6.5 MILLION DOLLARS IN VARIOUS NON-PROFIT PROGRAMS AND INITIATIVES WHICH HELP TO SERVE CLOSE TO 125,000 INDIVIDUALS. 214303 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, 2015 TO MARCH 31, 2016, A TOTAL OF 10,414 CALLS WERE HANDLED, AND CALL SPECIALISTS MADE 22,309 REFERRALS. THE ONLINE DATABASE OF PROGRAM SERVICES AT 211NOW.ORG HAD 70,929 WEB VISITS DURING THIS TIME PERIOD. REQUESTS FOR BASIC NEEDS SERVICES OF FOOD, CLOTHING, SHELTER, AND TRANSPORTATION RESULTED IN 39% OF THE TOTAL CALL VOLUME. CALLS RELATED TO HEALTH CARE WERE AT 11% AND THOSE RELATED TO INCOME WERE AT 8%. 89645 THE AFL-CIO 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. 1457 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 30018 UNITED WAY FOX CITIES' YOUTH BOARD IS COMPOSED OF ABOUT 43 ACTIVE STUDENT MEMBERS FROM 12 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 $4,000 IN GRANTS THROUGH TWO GRANT CYCLES. IN ADDITION TO PERFORMING COMMUNITY SERVICE, YOUTH BOARD MEMBERS HELPED TO COORDINATE AND CARRYOUT A SUCCESSFUL 2016 TEEN SYMPOSIUM THAT ATTRACTED A RECORD NUMBER OF NEARLY 326 NINTH GRADERS FROM 19 AREA HIGH SCHOOLS, 30 ADULT SCHOOL ADVISORS, 20 ADULT VOLUNTEERS, 50 STUDENT VOLUNTEERS AND 30 COMMUNITY AGENCIES AS PART OF THE COMMUNITY RESOURCE FAIR. THIS WAS THE LARGEST TS EVENT HELD TO DATE. THE FOCUS OF THE DAYLONG EVENT WAS ON LEADERSHIP SKILL DEVELOPMENT. 93704 UNITED WAY FOX CITIES PARTNERS WITH OTHER AGENCIES TO CREATE INITIATIVES THAT ADDRESS CRITICAL GAPS IN SERVICES. 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 FOR CHILDREN AND YOUTH WHO ARE UNABLE TO OBTAIN CARE ELSEWHERE IN THE COMMUNITY. THE CONNECTOR, A TRANSPORTATION INITIATIVE, ADDRESSES THE NEEDS OF INDIVIDUALS WITH LOWER INCOMES RELYING ON PUBLIC TRANSPORTATION FOR EMPLOYMENT. THE EXPANDED GEOGRAPHIC AREAS AND OPERATING HOURS SERVE INDIVIDUALS WORKING 2ND AND 3RD SHIFTS. THE FOX CITIES DIAPER BANK COLLECTS, STORES, AND DISTRIBUTES DIAPERS TO STRUGGLING LOW-INCOME FAMILIES. 126377 WEIGHT OF THE FOX VALLEY (WOTFV) IS A THREE-COUNTY INITIATIVE THAT WAS CREATED TO ADDRESS OVERWEIGHT AND OBESITY. THE COUNTIES INCLUDE CALUMET, OUTAGAMIE AND WINNEBAGO. WOTFV INITIATIVE WAS ESTABLISHED AFTER RECOGNIZING OBESITY AS AN EMERGING PRIORITY FOR THE FOX VALLEY HEALTHCARE COALITION, OSHKOSH AND FOX CITIES UNITED WAYS, THEDACARE'S CHAT INITIATIVE AND AREA LIFE STUDIES (COMMUNITY ASSEMENTS). WOTFV IS CHAMPIONED BY A LEADERSHIP TEAM OF 35 COMMUNITY LEADERS FROM THROUGHOUT THE THREE COUNTIES. THESE INDIVIDUALS ARE HEADS OF BUSINESS, HEALTHCARE, GOVERNMENT, FAITH COMMUNITIES, NON-PROFIT AGENCIES AND PHILANTHROPIC ORGANIZATIONS. WOTFV IS ALIGNED WITH THE WISCONSIN NUTRITION, PHYSICAL ACTIVITY & OBESITY STATE PLAN AND WILL BE WORKING WITH SIX ACTION TEAMS: HEALTHCARE, EARLY CARE & EDUCATION, SCHOOL, ACTIVE COMMUNITIES, FOOD SYSTEM AND WORKSITE. 178932 178932 DIAPER BANK PROJECT - THE MISSION OF THE DIAPER BANK IS TO RAISE THE COMMNUITY'S AWARENESS OF THE NEED FOR DIAPERS TO ASSIST LOW INCOME FAMILIES IN MEETING THEIR DIAPER NEEDS. 430488 178932 7679105 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 10 0 1 27 1 0 0 0 0 0 0 0 0 0 0 X 24 24 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 DIANA BUECHEL DIRECTOR 0.50 X 0 0 0 TIM BERGSTROM CHAIR 5.00 X X 0 0 0 MELANIE MILLER TREASURER / FINANCE CHAIR 5.00 X X 0 0 0 MIKE HOCHHOLZER CHAIR COMMUNITY IMPACT COUNCIL 3.00 X 0 0 0 BOB THIBAULT MARKETING & COMMUNICATIONS 3.00 X 0 0 0 PEGGY AMENT DIRECTOR 0.50 X 0 0 0 SHANNON FULL DIRECTOR 0.50 X 0 0 0 JIM KOTEK VICE-CHAIR / GOVERNANCE 3.00 X X 0 0 0 MARK WESTPHAL DIRECTOR 0.50 X 0 0 0 JACKIE HINTZ DIRECTOR 0.50 X 0 0 0 JEFF LONIGRO DIRECTOR 0.50 X 0 0 0 TIM OLSON DIRECTOR 0.50 X 0 0 0 SABRINA ROBINS DIRECTOR 0.50 X 0 0 0 CHUCK SHEPHERD DIRECTOR 0.50 X 0 0 0 BONNIE TIMM DIRECTOR 0.50 X 0 0 0 CHRIS VANDERHEYDEN DIRECTOR 0.50 X 0 0 0 LAURIE BUTZ PERSONNEL CHAIR 3.00 X 0 0 0 OWEN JONES DIRECTOR 0.50 X 0 0 0 CHRISTOPHER LEE DIRECTOR 0.50 X 0 0 0 LAURA MERONK DIRECTOR 0.50 X 0 0 0 DAVE MORTON VICE-CHAIR COMMUNITY IMPACT COUNCIL 3.00 X 0 0 0 TOM RIORDAN CAMPAIGN CHAIR 3.00 X 0 0 0 PAM HENSON DIRECTOR 0.50 X 0 0 0 MIKE CARINI DIRECTOR 0.50 X 0 0 0 PETER KELLY PRESIDENT / CEO 50.00 X 138380 0 22722 DOUGLAS COLLINS VICE PRESIDENT FINANCE & A 45.00 X 58848 0 5149 197228 0 27871 1 0 1 0 0 64913 8833657 279882 8898570 61836 61836 11083 0 10038 11083 -10038 1045 1045 SERVICE FEES 900099 49838 49838 MISCELLANEOUS 900099 48589 48589 98427 9059878 49838 0 111470 6701170 6701170 225099 66361 131726 27012 896493 408527 223610 264356 54921 23316 11804 19801 156995 56883 59025 41087 81930 36483 23577 21870 10500 10500 21421 21421 136731 114338 22360 33 106666 15646 11576 79444 68319 32175 13749 22395 81676 29338 29131 23207 88759 37113 9134 42512 16609 9100 1994 5515 534 534 100853 43367 31264 26222 68135 29298 21122 17715 19039 2243 15440 1356 NON-PROFIT DEVELOPMENT 49294 49294 MISCELLANEOUS 29675 13995 7671 8009 LICENSING 7502 5951 600 951 DUES AND SUBSCRIPTIONS 7289 4507 2045 737 8929610 7679105 648283 602222 X 2386111 1752087 2418090 265618 4225845 4056660 131328 204848 188944 22591 19143 1681130 569244 1117345 1111886 1603505 4971061 157639 164968 12062454 12735215 396470 434452 4116618 4586933 4513088 5021385 X 6976318 7147633 208515 177009 364533 389188 7549366 7713830 12062454 12735215 X 130268 -117034 151230 X X 0 1 X 1 0 X 7470565 622451 8321804 8998940 8898570 34312330 7470565 622451 8321804 8998940 8898570 34312330 4523732 29788598 32340 6980 29567 35192 61836 165915 80235 8402 112362 89944 98427 389370 34867615 0.85430 0.85500 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 1 31 0 0 1 186 0 0 217 0 PART II-B, LINE 1: UWFC HOSTED A MEETING WITH STATE SENATOR ROGER ROTH, STATE SENATOR ROBERT L. COWLES, STATE REPRESENTATIVE DAVID MURPHY, STATE REPRESENTATIVE MIKE ROHRKASTE, STATE REPRESENTATIVE JIM STEINEKE, STATE REPRESENTATIVE AMANDA STUCK AND COMMUNITY LEADERS TOM NELSON, MONICA CLARE, KRISTINE STACKER, PATRICIA SARVELA, JOHN WEYENBERG AND KRISTI CLOVER. MEETING HELD TO REVIEW BIENNIAL BUDGET PROPOSAL AND POTENTIAL RAMIFICATIONS RELATED TO EARNED INCOME TAX CREDIT, HOMESTEAD TAX CREDIT, W-2 PROGRAM, BADGERCARE, FOOD SHARE BENEFITS, CHANGES TO SENIOR CARE, FAMILY CARE, IRIS & ADRC. SIGNED ON TO LETTER FROM UWW- LETTER TO THE MEMBERS OF THE UNITED STATES [SENATE/HOUSE OF REPRESENTATIVES] ON TAX EXTENDERS. THIS LETTER URGES CONGRESS TO ACT IMMEDIATELY ON A SEAMLESS, MULTIYEAR OR PERMANENT EXTENSION OF THE EXPIRED AND EXPIRING TAX PROVISIONS, INCLUDING APPROPRIATE ENHANCEMENTS. THESE TAX PROVISIONS ARE CRITICALLY IMPORTANT TO U.S. JOBS AND THE BROADER ECONOMY. FAILURE TO EXTEND THESE PROVISIONS IS A TAX INCREASE. SIGN ON LETTER WITH UWW TO SENATOR TAMMY BALDWIN PROMOTING CONTINUED EARNED INCOME TAX CREDIT (EITC) AND THE CHILD TAX CREDIT (CTC) SIGN ON LETTER WITH UWW ENCOURAGING CONGRESS TO SUPPORT $30 MILLION IN FUNDING FOR THE VOLUNTEER INCOME TAX ASSISTANCE (VITA) GRANT PROGRAM, WHICH LEVERAGES VOLUNTEER SUPPORT TO PROVIDE FREE TAX PREPARATION SERVICES TO MILLIONS OF LOW-AND-MODERATE-INCOME WORKING INDIVIDUALS AND FAMILIES IN SOME OF THE MOST UNDERSERVED AND HARDEST-TO-REACH COMMUNITIES ACROSS THE COUNTRY. 637825 24656 -34619 9090 618772 472766 155164 17329 7434 637825 399504 35151 43111 5000 472766 381528 3391 14585 399504 329396 22963 32169 3000 381528 0.30810 0.62900 0.06290 1 0 15000 15000 1251892 259085 992807 414238 310159 104079 1111886 BENEFICIAL INTEREST IN ASSETS AT COMMUNITY FOUNDATION 4971061 F 4971061 X 8080774 -117034 33851 -83183 8163957 21421 874500 895921 9059878 8067540 33851 10038 43889 8023651 21421 884538 905959 8929610 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 RESERVE INVESTMENT FUND - ESTABLISHED BY THE ORGANIZATION'S BOARD OF DIRECTORS USING A PRIOR UNRESTRICTED DONATION AND DESIGNATING THE NET INCOME TO BE USED AS A RESERVE IN THE EVENT OF CAMPAIGN SHORTFALLS AND EMERGENCIES 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, 2016. PART XI, LINE 4B - OTHER ADJUSTMENTS: ALLOCATIONS FUNDED THROUGH DESIGNATIONS 884,538. LOSS ON SALE OF ASSET -10,038. PART XII, LINE 4B - OTHER ADJUSTMENTS: ALLOCATIONS FUNDED THROUGH DESIGNATIONS 884,538. 1 ADVOCAP INC 181 E NORTH WATER STREET NEENAH WI 54956 391053365 501(C)3 45551 PROGRAM OPERATING COST AIDS RESOURCE CENTER OF WISCONSIN 103 E WASHINGTON STREET APPLETON WI 54911 391534049 501(C)3 63665 PROGRAM OPERATING COST AMERICAN CANCER SOCIETY WISCONSIN 790 MARVELLE LANE GREEN BAY WI 54304 390807043 501(C)3 38324 PROGRAM OPERATING COST AMERICAN RED CROSS IN NORTHEAST WISCONSIN 515 S WASHBURN STREET SUITE 201 OSHKOSH WI 54904 530196605 501(C)3 102701 PROGRAM OPERATING COST APPLETON PUBLIC LIBRARY FOUNDATION - REACH OUT AND READ PROGRAM 225 N ONEIDA STREET APPLETON WI 54911 391550376 501(C)3 265808 PROGRAM OPERATING COST BEST FRIENDS OF NEENAH - MENASHA INC 181 E NORTH WATER STREET STE 225 NEENAH WI 54956 391260017 501(C)3 140915 PROGRAM OPERATING COST BIG BROTHERS BIG SISTERS OF THE FOX VALLEY REGION INC 160 SOUTH BADGER AVE APPLETON WI 54914 396103907 501(C)3 151829 PROGRAM OPERATING COST BOYS' & GIRLS' BRIGADE ASSOCIATION 109 WEST COLUMBIAN AVE NEENAH WI 54956 390813396 501(C)3 30000 PROGRAM OPERATING COST BOYS & GIRLS CLUBS FOX VALLEY INC 160 SOUTH BADGER AVE APPLETON WI 54914 391225709 501(C)3 295419 PROGRAM OPERATING COST CAP SERVICES INC 17 PARK PLACE SUITE 950 APPLETON WI 54914 391080897 501(C)3 95818 PROGRAM OPERATING COST CATALPA HEALTH 442 N WESTHILL BLVD APPLETON WI 54914 390812532 501(C)3 153249 PROGRAM OPERATING COST CATHOLIC CHARITIES DIOCESE OF GREEN BAY INC 214 E SUMMER STREET APPLETON WI 54911 390808438 501(C)3 113449 PROGRAM OPERATING COST CEREBRAL PALSY OF MIDEAST WI INC 363 BROAD STREET SUITE 120 OSHKOSH WI 54903 396026845 501(C)3 46654 PROGRAM OPERATING COST CHAPS ACADEMY INC N5367 MAYFLOWER ROAD SHIOCTON WI 54170 450530019 501(C)3 10000 PROGRAM OPERATING COST CHILD CARE RESOURCE & REFERRAL INC 1001 WEST KENNEDY AVE KIMBERLY WI 54136 391606155 501(C)3 69181 PROGRAM OPERATING COST CHRISTINE ANN DOMESTIC ABUSE SERVICES INC 1416 S COMMERCIAL STREET STE A NEENAH WI 54956 391441770 501(C)3 95790 PROGRAM OPERATING COST COMMUNITY FAMILY RESOURCE CENTER 330 W HICKORY STREET SEYMOUR WI 54165 396017468 501(C)3 27000 PROGRAM OPERATING COST COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION - DOLLARS FOR DIAPERS 4455 W LAWRENCE STREET APPLETON WI 54914 391548450 501(C)3 5000 PROGRAM OPERATING COST HOMELESS CONNECTIONS 400 N DIVISION STREET APPLETON WI 54911 391447152 501(C)3 165800 PROGRAM OPERATING COST FAMILY SERVICE OF NE WI 1810 APPLETON ROAD MENASHA WI 54952 390827320 501(C)3 399069 8113 BOOK DIAPERS PROGRAM OPERATING COST AND DIAPERS FOR DISTRIBUTION FINANCIAL INFORMATION AND SERVICE CENTER INC (FISC) 1800 APPLETON ROAD MENASHA WI 54952 396698981 501(C)3 191846 PROGRAM OPERATING COST FOX VALLEY WARMING SHELTER 1928 W COLLEGE AVE APPLETON WI 54914 261887706 501(C)3 20000 PROGRAM OPERATING COST FOX VALLEY LITERACY COUNCIL INC 130 EAST FRANKLIN STREET APPLETON WI 54911 391682277 501(C)3 104200 PROGRAM OPERATING COST FOX VALLEY TECHNICAL COLLEGE FOUNDATION PO BOX 2277 APPLETON WI 54912 391264389 501(C)3 98167 PROGRAM OPERATING COST GOODWILL INDUSTRIES OF NCW 1800 APPLETON ROAD MENASHA WI 54952 391144913 501(C)3 20000 PROGRAM OPERATING COST FRIENDSHIP PLACE 220 NORTH COMMERCIAL STREET NEENAH WI 54956 392029900 501(C)3 107161 PROGRAM OPERATING COST GIRL SCOUTS OF THE NORTHWEST GREAT LAKES INC 4693 NORTH LYNNDALE DRIVE APPLETON WI 54913 390816897 501(C)3 130900 PROGRAM OPERATING COST HARBOR HOUSE DOMESTIC ABUSE PROGRAMS INC 720 WEST FIFTH STREET APPLETON WI 54914 391870927 501(C)3 150500 PROGRAM OPERATING COST HMONG-AMERICAN PARTNERSHIP FOX VALLEY INC 2198 SOUTH MEMORIAL DRIVE APPLETON WI 54915 391378632 501(C)3 101000 PROGRAM OPERATING COST HOUSING PARTNERSHIP OF THE FOX CITIES 605 EAST HANCOCK STREET APPLETON WI 54911 391582471 501(C)3 55000 PROGRAM OPERATING COST WISCONSIBS INC 211 E FRANKLIN ST SUITE C APPLETON WI 54911 391942794 501(C)3 6500 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 327299 PROGRAM OPERATING COST MOTHER AND UNBORN BABY CARE INC 526 WEST WISCONSIN AVE APPLETON WI 54911 391446870 501(C)3 8946 PROGRAM OPERATING COST NATIONAL ALLIANCE ON MENTAL ILLNESS (NAMI) FOX VALLEY 516 WEST 6TH STREET APPLETON WI 54911 391545497 501(C)3 142900 PROGRAM OPERATING COST NEENAH - MENASHA DIAL-A-RIDE 211 WALNUT STREET NEENAH WI 54956 396005543 501(C)3 8500 PROGRAM OPERATING COST NEENAH - MENASHA DENTAL CLINIC 126 WEST WISCONSIN AVE NEENAH WI 54956 391471332 501(C)3 44820 PROGRAM OPERATING COST NEW LONDON UNITED WAY PO BOX 104 NEW LONDON WI 54961 391587610 501(C)3 11401 PROGRAM OPERATING COST NON-PROFIT AFFORDABLE HOUSING BASED RENTAL SERVICES 3020 EAST WINSLOW AVE APPLETON WI 54911 391652869 501(C)3 15880 PROGRAM OPERATING COST OSHKOSH AREA UNITED WAY INC 36 BROAD STREET SUITE 100 OSHKOSH WI 54901 391017908 501(C)3 42447 PROGRAM OPERATING COST PROJECT BRIDGES DAY CARE CENTER & PRESCHOOL INC 803 EAST COLLEGE AVE APPLETON WI 54911 391340963 501(C)3 132750 PROGRAM OPERATING COST REACH COUNSELING SERVICES INC 1370 SOUTH COMMERCIAL STREET NEENAH WI 54956 391292277 501(C)3 159830 PROGRAM OPERATING COST SEXUAL ASSAULT CRISIS CENTER-FOX CITIES INC 35 PARK PLACE SUITE 100 APPLETON WI 54914 391309331 501(C)3 133625 PROGRAM OPERATING COST SOAR FOX CITIES 375 WINNEBAGO AVE MENASHA WI 54952 753202931 501(C)3 256528 PROGRAM OPERATING COST GREEN LAKE COUNTY AREA UNITED FUND PO BOX 28 BERLIN WI 54923 391680913 501(C)3 19637 PROGRAM OPERATING COST GREATER FOX CITIES AREA HABITAT FOR HUMANITY 921 MIDWAY RD MENASHA WI 54952 391742974 501(C)3 300000 PROGRAM OPERATING COST UNITED WAY OF SHAWANO COUNTY INC PO BOX 31 SHAWANO WI 54166 391099657 501(C)3 21546 PROGRAM OPERATING COST VALLEY PACKAGING INDUSTRIES INC 2730 ROEMER ROAD APPLETON WI 54915 390921632 501(C)3 228370 2418 BOOK DIAPERS PROGRAM OPERATING COST AND DIAPERS FOR COMMUNITY 2000 AND OUTAGAMIE COUNTY EARLY INTERVENTION PROGRAMS VALLEY TRANSIT - THE CONNECTOR INITIATIVE 801 SOUTH WHITMAN AVE APPLETON WI 54914 396005381 501(C)3 71004 PROGRAM OPERATING COST VILLA HOPE INC 613 NORTH DIVISION STREET APPLETON WI 54911 237088971 501(C)3 22000 PROGRAM OPERATING COST WAUPACA COMMUNITY CHEST PO BOX 94 WAUPACA WI 54981 237135248 501(C)3 13710 PROGRAM OPERATING COST WINNECONNE AREA UNITED FUND INC PO BOX 336 WINNECONNE WI 54986 396104889 501(C)3 10038 PROGRAM OPERATING COST US VENTURESCHMIDT FAMILY FOUNDATION 425 BETTER WAY APPLETON WI 54915 391540933 OTHER 10000 PROGRAM OPERATING COST YMCA FOX CITIES 218 EAST LAWRENCE STREET APPLETON WI 54911 390806191 501(C)3 584861 PROGRAM OPERATING COST YOUTH GO INC 213 NICOLET BLVD NEENAH WI 54956 391137233 501(C)3 196000 PROGRAM OPERATING COST BROWN COUNTY UNITED WAY 1245 MAIN STREET GREEN BAY WI 54301 390806299 501(C)3 20114 PROGRAM OPERATING COST PARTNERSHIP COMMUNITY HEALTH CENTER 5337 GRANDE MARKET DRIVE APPLETON WI 54913 202090446 501(C)3 122500 PROGRAM OPERATING COST THE SALVATION ARMY USA CENTRAL TERRITORY 5550 PRAIRIE STONE PARKWAY HOFFMAN ESTATES IL 60192 362167910 501(C)3 11343 BOOK DIAPERS DIAPERS FOR DISTRIBUTION ST JOSEPH FOOD PROGRAM INC 1465A OPPORTUNITY WAY MENASHA WI 54952 391822486 501(C)3 13466 BOOK DIAPERS DIAPERS FOR DISTRIBUTION 58 1 PART I, LINE 2: UNITED WAY FOX CITIES PROVIDES FUNDING TO PARTNER AGENCIES THAT PROVIDED HEALTH AND HUMAN SERVICES PROGRAMS. 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 128684 0 0 0 9696 0 22722 0 0 0 161102 0 0 0 X 1 19117 COST X DIAPERS 352000 200452 COST X PHONE 1 20344 COST X COMMUNICATION 6 15100 COST X EVENTS 8 8450 COST X LICENSING 1 5951 COST X PRINTING 5 5421 COST X MISCELLANEOUS 2 3509 COST X COLLATERAL 4 1538 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 11 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. FORM 990, PART XI, LINE 9: TO ADJUST PRIOR YEAR INVENTORY 151,230. FORM 990, PART XII, LINE 2C: THE ORGANIZATION DID NOT CHANGE ITS OVERSIGHT PROCESS OR THE PROCESS USED TO SELECT AN INDEPENDENT ACCOUNTANT DURING THE CURRENT YEAR.