2025-02-14T19:05:29-06:00 2024-03-31 410746749 CLIFTONLARSONALLEN LLP 8215 GREENWAY BOULEVARD SUITE 600 MIDDLETON WI 53562 990 2023-04-01 390912895 UNITED WAY FOX CITIES INC UNIT 9209547210 1455 MIDWAY ROAD MENASHA WI 54952 LISA KOGAN-PRASKA PRESIDENT/CEO 9209547210 2025-02-13 1 0 KIMBERLY ANDERSON P00188889 6086628600 2025-02-13 2023 2025-03-06 01:10:19Z LISA KOGAN-PRASKA 1455 MIDWAY ROAD MENASHA WI 54952 10827071 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. 14 14 60 1400 0 0 10051106 10058695 0 0 139959 653291 77213 107363 10268278 10819349 7345959 8427352 0 0 3059784 3232419 0 0 852737 1786527 1142113 12192270 12801884 -1923992 -1982535 13792143 11741117 5815632 5873388 7976511 5867729 X TO IMPROVE LIVES BY BRINGING DIVERSE PEOPLE TOGETHER TO BUILD A STRONGER, MORE CARING COMMUNITY FOR EVERYONE. 0 0 8765532 7787716 65873 COMMUNITY DEVELOPMENT - UNITED WAY FOX CITIES PARTNERS WITH KEY STAKEHOLDERS AND AREA EXPERTS TO IDENTIFY OUR COMMUNITY'S GREATEST NEEDS AND DETERMINE STRATEGIES THAT RESULT IN MEASURABLE CHANGE TO IMPACT COMMUNITY NEED IN THREE AREAS: HEALTH, EDUCATION AND FINANCIAL STABILITY. VOLUNTEERS HELP US INVEST IN INITIATIVES, GRANTS, COLLABORATIONS AND PROGRAMS AT LOCAL PARTNER AGENCIES THAT WORK TOGETHER TO SUPPORT OUR STRATEGIES. 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. 456563 0 0 UNITED WAY 2-1-1 - UNITED WAY FOX CITIES' 2-1-1 PROVIDES EASY, SIMPLE ACCESS TO HEALTH AND HUMAN SERVICES, GIVES CALLERS AN OPPORTUNITY TO GET OR GIVE HELP, AND SERVES AS A HUB FOR COMMUNITY INFORMATION IN TIMES OF DISASTER. 2-1-1 IS AVAILABLE 7 DAYS A WEEK, 24 HOURS A DAY, AND IS FREE AND CONFIDENTIAL FOR CALLERS. ANNUALLY, UNITED WAY FOX CITIES 2-1-1 RESPONDS TO MORE THAN 14,000 CALLS, TEXTS AND CHATS RESULTING IN MORE THAN 27,000 REFERRALS ON AVERAGE. TOP REFERRAL REQUESTS INCLUDE HOUSING/SHELTER, MENTAL HEALTH/ADDICTIONS AND UTILITIES. 270501 164712 0 DIAPER BANK - THE MISSION OF THE DIAPER BANK IS TO IMPROVE LIVES BY ASSISTING FAMILIES WITH DIAPER AND FAMILY HYGIENE NEEDS. 335313 335313 0 PATH - UNITED WAY FOX CITIES' 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. 262474 19971 0 BE WELL FOX VALLEY - BE WELL FOX VALLEY IS A THREE-COUNTY COMMUNITY INITIATIVE LED BY A MULTI-SECTOR TEAM INCLUDING HEALTHCARE, LOCAL GOVERNMENTS, PRIVATESECTOR AND NON-PROFIT LEADERS, EDUCATION, AND PHILANTHROPY 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 DIVERSE PARTNERS AND COMMUNITY MEMBERS WORKING TOGETHER TO ADVANCE ACULTURE OF HEALTH AND WELL-BEING FOR PEOPLE LIVING IN CALUMET, OUTAGAMIE, AND WINNEBAGO COUNTIES OF WISCONSIN. BE WELL FOX VALLEY WORKS TO CREATE HEALTHYLOCAL SETTINGS THAT PROMOTE HEALTHY CHOICES AND BEHAVIORS, A VIBRANT REGIONAL FOOD SYSTEM, A COHESIVE AND CONNECTED MULTI-MODAL NETWORK THAT PROVIDESTRANSPORTATION AND RECREATION, INCLUSIVE PUBLIC SPACES THAT FOSTER SOCIAL CONNECTION, AND COMMUNITY-CLINICAL PARTNERSHIPS THAT HELP PREVENT AND MANAGECHRONIC DISEASE. 283064 0 AMERICORPS - UNITED WAY FOX CITIES' AMERICORPS PROGRAM SERVES COMMUNITIES IN CALUMET, OUTAGAMIE, WINNEBAGO AND NEIGHBORING WISCONSIN COUNTIES TOPROVIDE CAPACITY-BUILDING SERVICES TO IMPROVE PHYSICAL, MENTAL, AND SOCIAL HEALTH AND WELL-BEING THROUGHOUT THE FOX VALLEY. AMERICORPS MEMBERS SUPPORT HOSTORGANIZATIONS TO EXPAND SERVICES, ENGAGE DIVERSE POPULATIONS, AND ADVANCE HEALTH EQUITY IN OUR COMMUNITY. IN 2023-24, 14 AMERICORPS MEMBERS WEREENROLLED TO SERVE AT 8 PARTNER ORGANIZATIONS. UNITED WAY FOX CITIES' AMERICORPS PROGRAM IS FUNDED THROUGH THE CORPORATION FOR NATIONAL AND COMMUNITYSERVICE. 16754 202 0 YOUTH BOARD - UNITED WAY'S YOUTH BOARD WAS COMPOSED OF STUDENT MEMBERS FROM AREA HIGH SCHOOLS WITH THE PURPOSE TO EDUCATE AND INCREASE YOUTHAWARENESS AND IMPROVE UNDERSTANDING OF UNITED WAY. YOUTH BOARD MEMBERS ENGAGED IN VOLUNTEER OPPORTUNITIES TO SUPPORT COMMUNITY NEEDS AND SERVICESWHILE DEVELOPING LEADERSHIP SKILLS AND PHILANTHROPIC VALUES. THE YOUTH BOARD AWARDED A LIMITED NUMBER OF GRANTS TO YOUTH-ORIENTED PROGRAMS IN THE FOX CITIES. 154667 0 0 UNITED WAY FOX CITIES ENGAGES COMMUNITY MEMBERS YEAR-ROUND IN VARIOUS VOLUNTEER ACTIVITIES (E.G. DIAPER REPACKS, BOOK PACKAGING, ETC.) AND ONGOINGVOLUNTEER ROLES (E.G. COMMITTEES, BOARD OF DIRECTORS, DONOR NETWORKS, ETC.) DRIVING COMMUNITY IMPACT THROUGH VOLUNTEER ENGAGEMENT ACTIVITIES. 120325 119439 0 GRANT MANAGEMENT - UNITED WAY FOX CITIES SUPPORTS COMMUNITY PARTNERS, PROGRAMS AND INITIATIVES THROUGH GRANT APPLICATION AND MANAGEMENT TO ALLOWORGANIZATIONS TO RECEIVE ADDITIONAL FUNDING AND DONATIONS WHILE WORKING TO IMPROVE THEIR COMMUNITIES. 1172597 474925 0 10665193 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 12 0 1 60 1 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WI X X LISA KOGAN-PRASKA 9209547210 1455 MIDWAY RD MENASHA WI 54952 DUSTIN MCCLONE PAST CHAIR 0.50 X X 0 0 0 KIM BASSETT CHAIR 1.00 X X 0 0 0 AMY VAN STRATEN TREASURER 1.00 X X 0 0 0 TIM HOFF DIRECTOR 0.50 X 0 0 0 SUE VANDEN BROEK 2ND VICE CHAIR 0.50 X X 0 0 0 JOHN BERE DIRECTOR 0.50 X 0 0 0 WENDY ROSPLOCH VICE CHAIR 1.00 X X 0 0 0 DAVID VOSS III DIRECTOR 0.50 X 0 0 0 MIKE KOEL DIRECTOR 0.50 X 0 0 0 KATI BRUMLIC DIRECTOR 0.50 X 0 0 0 IMRAN ANDRABI DIRECTOR 0.50 X 0 0 0 JAKE RUATTI DIRECTOR 0.50 X 0 0 0 BEN BRUNS DIRECTOR 0.50 X 0 0 0 RAYON BROWN DIRECTOR 0.50 X 0 0 0 PETER GIANOPOULOS PRESIDENT/CEO 50.00 X 146625 0 12766 JULIE HANUSA KORTH VP OF FINANCE AND ACCOUNTING 45.00 X 119372 0 23898 MARY DOWNS INTERIM PRESIDENT/CEO 50.00 X 41745 0 0 LISA KOGAN-PRASKA PRESIDENT/CEO 50.00 X 0 0 0 JOSHUA KILGAS VP OF RESOURCE DEVELOPME 45.00 X 114936 0 22559 TRISHA WITT VP OF COMMUNITY RELATIONS & ADVOCACY 45.00 X 129494 0 25348 WENDY KRUEGER CHIEF OPERATING OFFICER 45.00 X 113859 0 29761 666031 0 114332 5 0 1 0 0 59746 9998949 157153 10058695 127629 127629 533384 0 7722 533384 -7722 525662 525662 SERVICE FEES 900099 65873 65873 MISCELLANEOUS 900099 41490 41490 107363 10819349 65873 0 694781 8427352 8427352 323448 59259 264189 2342505 1348274 514007 480224 67999 46497 8932 12570 288656 188376 45975 54305 209811 111972 60062 37777 40851 40851 33858 33858 140201 80494 51707 8000 135727 19938 50040 65749 40188 28239 4542 7407 141367 70203 49709 21455 104010 11588 19602 72820 20363 3900 3753 12710 106059 56916 30785 18358 119078 63856 34562 20660 32837 4797 27026 1014 SUPPLIES 79709 68608 9555 1546 LICENSING 66276 15638 26608 24030 MISCELLANEOUS 36558 18842 6851 10865 NON-PROFIT DEVELOPMENT 34534 34534 10497 5910 1340 3247 12801884 10665193 1283954 852737 X 861145 651249 61014 62040 4060199 3667676 641598 613928 119184 161418 55591 26180 2032157 981685 1154842 1050472 6573649 5206019 264921 302135 13792143 11741117 1122823 1001798 4692809 4871590 5815632 5873388 X 6243547 4221492 1732964 1646237 7976511 5867729 13792143 11741117 -1982535 -126247 0 X X 0 1 X 1 0 X 9383492 10172044 9930381 10051106 10058695 49595718 9383492 10172044 9930381 10051106 10058695 49595718 9174276 40421442 161058 140402 149248 152649 127629 730986 19968 18830 20344 30273 41488 130903 50457607 232376 0.80110 0.84880 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2019 AMOUNT: $ 19,968. 2020 AMOUNT: $ 18,830. 2021 AMOUNT: $ 20,344. 2022 AMOUNT: $ 30,273. 2023 AMOUNT: $ 41,488. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1226510 32500 200206 12647 1446569 1274571 45000 -81568 11493 1226510 1226876 41629 17545 11479 1274571 879656 38350 318643 9773 1226876 953217 20000 -83548 10013 879656 0.21360 0.50440 0.28200 1 0 15000 15000 1368927 540725 828202 643994 440960 203034 4236 4236 1050472 BENEFICIAL INTEREST IN ASSETS AT COMMUNITY FOUNDATION 5206019 F 5206019 X 9703171 -126247 82200 -44047 9747218 33860 1038271 1072131 10819349 11811953 82200 7722 89922 11722031 33860 1045993 1079853 12801884 PART V, LINE 4: LEGACY OF CARING FUND - ESTABLISHED BY THE ORGANIZATION'S BOARD OF DIRECTORS USING A PRIOR UNRESTRICTED DONATION AND DESIGNATING THE NET INCOME TO BE USED TO SUPPORT HEALTH AND HUMAN SERVICE PROGRAMS IN THE FOX VALLEY ADMINISTRATIVE ENDOWMENT FUND - ESTABLISHED BY THE ORGANIZATION'S BOARD OF DIRECTORS USING A PRIOR DONATION RESTRICTED BY THE DONOR TO PROVIDE FOR THE LONG-TERM FUNDING OF THE ORGANIZATION'S ADMINISTRATIVE AND OPERATING EXPENSES IMPACT AREA ENDOWMENT FUND - ESTABLISHED BY THE ORGANIZATION'S BOARD OF DIRECTORS USING A PRIOR UNRESTRICTED DONATION AND DESIGNATING THE NET INCOME TO BE USED TO PROVIDE FUNDING FOR IDENTIFIED IMPACT AREAS PART X, LINE 2: UNITED WAY FOX CITIES, INC. IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC). HOWEVER, INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE ORGANIZATION'S TAX-EXEMPT PURPOSE IS SUBJECT TO TAXATION ON UNRELATED BUSINESS INCOME. IN ADDITION, THE ORGANIZATION QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A) AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A)(1). THE ORGANIZATION IS ALSO EXEMPT FROM WISCONSIN INCOME TAXES. PENALTIES AND INTEREST ASSESSED BY INCOME TAXING AUTHORITIES ARE INCLUDED IN MANAGEMENT AND GENERAL EXPENSES, IF APPLICABLE. THE ORGANIZATION HAD NO INTEREST AND PENALTIES RELATED TO INCOME TAXES FOR THE FISCAL YEAR ENDED MARCH 31, 2024. PART XI, LINE 4B - OTHER ADJUSTMENTS: ALLOCATIONS FUNDED THROUGH DESIGNATIONS 1,045,993. LOSS ON SALE OF ASSETS INCLUDED ON PART VIII, LINE 7D -7,722. PART XII, LINE 2D - OTHER ADJUSTMENTS: LOSS ON SALE OF ASSETS INCLUDED ON PART VIII, LINE 7D 7,722. PART XII, LINE 4B - OTHER ADJUSTMENTS: ALLOCATIONS FUNDED THROUGH DESIGNATIONS 1,045,993. 1 ADVOCAP INC 181 E NORTH WATER STREET NEENAH WI 54956 391053365 501(C)3 55793 0 N/A N/A PROGRAM OPERATING COST AFRICAN HERITAGE PO BOX 2727 APPLETON WI 54911 391979470 501(C)3 25000 0 N/A N/A PROGRAM OPERATING COST AMERICAN RED CROSS IN NORTHEAST WISCONSIN 515 S WASHBURN STREET SUITE 201 OSHKOSH WI 54904 530196605 501(C)3 87610 0 N/A N/A PROGRAM OPERATING COST APPLETON PUBLIC LIBRARY 100 N APPLETON ST APPLETON WI 54911 396005381 501(C)1 56000 0 N/A N/A PROGRAM OPERATING COST APRICITY - MOORING PROGRAMS INC DBA APRICITY 1010 STROHMEYER DR NEENAH WI 54956 391229161 501(C)3 27123 0 N/A N/A PROGRAM OPERATING COST BEAMING INC 2692 COUNTY ROAD GG NEENAH WI 54957 201797140 501(C)3 7500 0 N/A N/A PROGRAM OPERATING COST BIG BROTHERS BIG SISTERS OF THE FOX VALLEY REGION INC 160 SOUTH BADGER AVE APPLETON WI 54914 396103907 501(C)3 336765 0 N/A N/A PROGRAM OPERATING COST BOYS' & GIRLS' BRIGADE ASSOCIATION 109 WEST COLUMBIAN AVE NEENAH WI 54956 390813396 501(C)3 50000 0 N/A N/A PROGRAM OPERATING COST BOYS & GIRLS CLUBS FOX VALLEY INC 160 SOUTH BADGER AVE APPLETON WI 54914 391225709 501(C)3 427640 0 N/A N/A PROGRAM OPERATING COST BRIDGES CHILD ENRICHMENT CENTER 803 EAST COLLEGE AVE APPLETON WI 54911 391340963 501(C)3 160983 0 N/A N/A PROGRAM OPERATING COST BUILDING FOR KIDS 100 W COLLEGE AVE APPLETON WI 54911 391706260 501(C)3 40550 0 N/A N/A PROGRAM OPERATING COST CALUMET COUNTY PUBLIC HEALTH 206 COURT STREET CHILTON WI 53014 396005676 501(C)1 0 8981 BOOK DIAPERS, ADULT CARE DIAPERS FOR DISTRIBUTION CAP SERVICES INC 17 PARK PLACE SUITE 950 APPLETON WI 54914 391080897 501(C)3 186485 0 N/A N/A PROGRAM OPERATING COST CASA 1500 N CASALONA DR STE 200 APPLETON WI 54913 460740362 501(C)3 75000 0 N/A N/A PROGRAM OPERATING COST CATALPA HEALTH 442 N WESTHILL BLVD APPLETON WI 54914 390812532 501(C)3 584313 0 N/A N/A PROGRAM OPERATING COST CATHOLIC CHARITIES DIOCESE OF GREEN BAY INC 214 E SUMMER STREET APPLETON WI 54911 390808438 501(C)3 101116 0 N/A N/A PROGRAM OPERATING COST CHILD CARE RESOURCE & REFERRAL INC 1001 WEST KENNEDY AVE KIMBERLY WI 54136 391606155 501(C)3 74235 0 N/A N/A PROGRAM OPERATING COST CHRISTINE ANN DOMESTIC ABUSE SERVICES INC 1416 S COMMERCIAL STREET STE A NEENAH WI 54956 391441770 501(C)3 98198 0 N/A N/A PROGRAM OPERATING COST CITY OF MENASHA HEALTH DEPARTMENT 126 W WISCONSIN AVE NEENAH WI 54956 396005525 501(C)1 53306 0 N/A N/A PROGRAM OPERATING COST COMMUNITY EARLY LEARNING CENTER OF THE FOX VALLEY INC 313 S STATE ST APPLETON WI 54911 471117143 501(C)3 15507 0 N/A N/A PROGRAM OPERATING COST COMMUNITY FAMILY RESOURCE CENTER 330 W HICKORY STREET SEYMOUR WI 54165 396017468 501(C)3 32000 0 N/A N/A PROGRAM OPERATING COST COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION INC 4455 W LAWRENCE ST APPLETON WI 54914 391548450 501(C)3 50000 0 N/A N/A PROGRAM OPERATING COST COVEY OF MIDEAST WI INC 363 BROAD STREET SUITE 120 OSHKOSH WI 54903 396026845 501(C)3 23126 0 N/A N/A PROGRAM OPERATING COST CREATIVE DOWNTOWN APPLETON INC 333 W COLLEGE AVENUE SUITE 100 APPLETON WI 54911 471568601 501(C)3 6744 0 N/A N/A PROGRAM OPERATING COST DYSLEXIA READING CONNECTION INC 2935 N BALLARD RD APPLETON WI 54911 463735471 501(C)3 12360 0 N/A N/A PROGRAM OPERATING COST FAMILY SERVICES OF NORTHEAST WI 1810 APPLETON ROAD MENASHA WI 54952 390827320 501(C)3 514129 0 N/A N/A PROGRAM OPERATING COST FOX VALLEY LITERACY COUNCIL INC 130 EAST FRANKLIN STREET APPLETON WI 54911 391682277 501(C)3 110476 0 N/A N/A PROGRAM OPERATING COST FOX VALLEY MEMORY PROJECT 1800 APPLETON ROAD MENASHA WI 54952 391242451 501(C)3 84250 0 N/A N/A PROGRAM OPERATING COST FRIENDSHIP PLACE 220 NORTH COMMERCIAL STREET NEENAH WI 54956 392029900 501(C)3 117298 0 N/A N/A PROGRAM OPERATING COST GIRL SCOUTS OF THE NORTHWEST GREAT LAKES INC 4693 NORTH LYNNDALE DRIVE APPLETON WI 54913 390816897 501(C)3 128004 0 N/A N/A PROGRAM OPERATING COST GOODWILL 1800 APPLETON ROAD MENASHA WI 54952 391144913 501(C)3 190379 0 N/A N/A PROGRAM OPERATING COST HARBOR HOUSE DOMESTIC ABUSE PROGRAMS INC 720 WEST FIFTH STREET APPLETON WI 54914 391870927 501(C)3 342306 0 N/A N/A PROGRAM OPERATING COST HEADSUP FOX CITIES CORP 332 BROAD ST MENASHA WI 54952 921762469 501(C)3 20000 0 N/A N/A PROGRAM OPERATING COST HECKRODT WETLAND RESERVE INC 1305 PLANK ROAD MENASHA WI 54952 391838222 501(C)3 10000 0 N/A N/A PROGRAM OPERATING COST HOPE CENTER 1316 W LAWRENCE STREET APPLETON WI 54914 391601304 501(C)3 0 10726 BOOK DIAPERS, FEM, ADULT CARE DIAPERS FOR DISTRIBUTION JAKES NETWORK OF HOPE 1775 BOHM DR LITTLE CHUTE WI 54140 463062817 501(C)3 10000 0 N/A N/A PROGRAM OPERATING COST LEGAL ACTION OF WISCONSIN 201 WEST WALNUT STREET STE 203 GREEN BAY WI 54303 391077192 501(C)3 70875 0 N/A N/A PROGRAM OPERATING COST LUTHERAN SOCIAL SERVICES OF WISCONSIN & UPPER MICHIGAN INC 3003 NORTH RICHMOND STREET A APPLETON WI 54911 390816846 501(C)3 18694 0 N/A N/A PROGRAM OPERATING COST MULTICULTURAL COALITION INC 333 1ST ST SUITE D MENASHA WI 54952 873466580 501(C)3 243709 0 N/A N/A PROGRAM OPERATING COST NATIONAL ALLIANCE ON MENTAL ILLNESS (NAMI) FOX VALLEY 516 WEST 6TH STREET APPLETON WI 54911 391545497 501(C)3 124123 0 N/A N/A PROGRAM OPERATING COST NEENAH - MENASHA DIAL-A-RIDE 211 WALNUT STREET NEENAH WI 54956 396005543 501(C)3 8000 0 N/A N/A PROGRAM OPERATING COST NEW HMONG PROFESSIONALS 1444E NORTHLAND AVE APPLETON WI 54911 870901410 501(C)3 0 10349 BOOK DIAPERS, FEM, ADULT CARE DIAPERS FOR DISTRIBUTION NEW MENTAL HEALTH CONNECTION PO BOX 374 APPLETON WI 54912 452657700 501(C)3 63000 0 N/A N/A PROGRAM OPERATING COST NON-PROFIT AFFORDABLE HOUSING BASED RENTAL SERVICES 3020 EAST WINSLOW AVE APPLETON WI 54911 391652869 501(C)3 40440 0 N/A N/A PROGRAM OPERATING COST NORTHEAST WISCONSIN HMONG PROFESSIONALS 1444E NORTHLAND AVE APPLETON WI 54911 870901410 501(C)3 66580 0 N/A N/A PROGRAM OPERATING COST OUTAGAMIE CTY WIC 320 S WALNUT ST APPLETON WI 54911 396005724 501(C)1 0 24165 BOOK DIAPERS, FEM CARE PROGRAM OPERATING COST PARTNERSHIP COMMUNITY HEALTH CENTER 1814 APPLETON ROAD MENASHA WI 54952 391884820 501(C)3 148637 0 N/A N/A PROGRAM OPERATING COST PEOPLE OF PROGRESSION 611 N LYNNDALE DR STE 140 APPLETON WI 54914 853915989 501(C)3 85139 0 N/A N/A PROGRAM OPERATING COST PILLARS INC 605 E HANCOCK STREET APPLETON WI 54911 391582471 501(C)3 328752 0 N/A N/A PROGRAM OPERATING COST POINNTERS 1800 APPLETON ROAD MENASHA WI 54956 931586415 501(C)3 7000 0 N/A N/A PROGRAM OPERATING COST REACH COUNSELING SERVICES INC 1370 SOUTH COMMERCIAL STREET NEENAH WI 54956 391292277 501(C)3 229306 0 N/A N/A PROGRAM OPERATING COST REBUILDING TOGETHER 100 W COLLEGE AVE APPLETON WI 54911 392013200 501(C)3 30000 0 N/A N/A PROGRAM OPERATING COST SALVATION ARMY (CHILTON) 16 EAST MAIN STREET CHILTON WI 53014 132923701 501(C)3 0 6050 BOOK DIAPERS, FEM, ADULT CARE DIAPERS FOR DISTRIBUTION SAMARITAN COUNSELING CENTER OF THE FOX VALLEY INC 1205 PROVINCE TER MENASHA WI 54952 391214216 501(C)3 98709 0 N/A N/A PROGRAM OPERATING COST SOAR FOX CITIES 375 WINNEBAGO AVE MENASHA WI 54952 753202931 501(C)3 288544 0 N/A N/A PROGRAM OPERATING COST ST JOSEPH FOOD PROGRAM INC 1465A OPPORTUNITY WAY MENASHA WI 54952 391822486 501(C)3 0 12753 BOOK DIAPERS, FEM, ADULT CARE DIAPERS FOR DISTRIBUTION ST VINCENT DE PAUL - NEENAH 1425 COMMERCIAL S NEENAH WI 54956 391633256 501(C)3 20000 22951 BOOK DIAPERS, FEM, ADULT CARE DIAPERS FOR DISTRIBUTION, PROGRAM OPERATING COSTS THE SALVATION ARMY - FOX CITIES 130 E NORTH ST APPLETON WI 54911 132923701 501(C)3 0 11241 BOOK DIAPERS, FEM, ADULT CARE DIAPERS FOR DISTRIBUTION US2 BEHAVIORAL HEALTH 119 N MCCARTHY RD STE P APPLETON WI 54913 842183803 501(C)3 16160 0 N/A N/A PROGRAM OPERATING COST VALLEY PACKAGING INDUSTRIES INC 2730 ROEMER ROAD APPLETON WI 54915 390921632 501(C)3 449071 0 N/A N/A PROGRAM OPERATING COST VILLA HOPE INC 613 NORTH DIVISION STREET APPLETON WI 54911 237088971 501(C)3 18724 0 N/A N/A PROGRAM OPERATING COST VIVENT HEALTH 103 E WASHINGTON STREET APPLETON WI 54911 391534049 501(C)3 66848 0 N/A N/A PROGRAM OPERATING COST VOLUNTEER CENTER OF EAST CENTAL WI 2616 S ONEIDA ST APPLETON WI 54915 391765162 501(C)3 15000 0 N/A N/A PROGRAM OPERATING COST VPI EARLY INTERVENTION PROGRAM 2730 ROEMER ROAD APPLETON WI 54912 390921632 501(C)3 0 6542 BOOK DIAPERS DIAPERS FOR DISTRIBUTION WINNEBAGO COUNTY HEALTH DEPT WIC 211 N COMMERCIAL STREET NEENAH WI 54956 396005760 501(C)1 0 6125 BOOK DIAPERS, FEM CARE, ADULT CARE DIAPERS FOR DISTRIBUTION YMCA FOX CITIES 218 EAST LAWRENCE STREET APPLETON WI 54911 390806191 501(C)3 570671 0 N/A N/A PROGRAM OPERATING COST YOUTH GO INC 213 NICOLET BLVD NEENAH WI 54956 391137233 501(C)3 219200 0 N/A N/A PROGRAM OPERATING COST 67 0 PART I, LINE 2: PARTNER AGENCIES ARE REQUIRED TO SIGN AN AGENCY AGREEMENT WHICH REQUIRES SUBMISSION OF PROGRAM OUTCOMES AND ANNUAL AUDITED FINANCIAL STATEMENTS. THE PROGRAMS ARE DIVIDED INTO FOUR IMPACT AREAS WHERE VOLUNTEERS MONITOR OUTCOMES. ANOTHER GROUP OF VOLUNTEERS, ALL CPA'S, REVIEW PARTNER AGENCIES FINANCIAL STATEMENTS. IN A SEPARATE GRANT FUND CALLED FOCUSED FUNDING, A VOLUNTEER COMMITTEE REVIEWS AND RECOMMENDS GRANT AWARDS TO THE COMMUNITY IMPACT COUNCIL FOR REVIEW AND APPROVAL. AGENCIES APPROVED FOR THESE GRANTS ARE REQUIRED TO SIGN THE AGENCY AGREEMENT AND COMPLETE AN ANNUAL REPORT WHICH INCLUDES OUTCOMES. UNITED WAY FOX CITIES ALSO PROVIDES FUNDING FOR INITIATIVES. THE AGENCIES PROVIDING THE SERVICES ARE REQUIRED TO SIGN A MEMORANDUM OF UNDERSTANDING AND PERIODICALLY REPORT PROGRESS TO THE IMPACT AREA VOLUNTEERS. X X X 0 0 0 0 0 0 0 0 0 PETER GIANOPOULOS PRESIDENT/CEO 146625 0 0 0 0 0 0 0 12766 0 159391 0 0 0 TRISHA WITT VP OF COMMUNITY RELATIONS & ADVOCACY 129494 0 0 0 0 0 0 0 25348 0 154842 0 0 0 X 7346 COST X DIAPERS & FEM CARE 337579 146807 FAIR MARKET VALUE X EVENTS 2 2500 COST X VIDEO 1 500 COST 0 0 1 0 PART I, COLUMN (B): THE NUMBER OF CONTRIBUTIONS IS REPORTED FOR VIDEO AND EVENTS. THE NUMBER OF ITEMS CONTRIBUTED IS REPORTED FOR DIAPERS. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE SHALL CONSIST OF THE OFFICERS OF THE CORPORATION. THE BOARD CHAIR MAY APPOINT UP TO TWO 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 / CEO AND MANAGE ALL MATTERS RELATIVE TO THE SALARY AND BENEFITS OF THE PRESIDENT / CEO. FORM 990, PART VI, SECTION A, LINE 6 MEMBERS ARE DEFINED AS THOSE PERSONS, FIRMS, ASSOCIATIONS, CORPORATIONS, AGENCIES AND ORGANIZATIONS HAVING CONTRIBUTED FINANCIALLY TO UNITED WAY FOX CITIES, INC. ("CORPORATION"). THOSE PERSONS, FIRMS, ASSOCIATIONS, CORPORATIONS, AGENCIES AND ORGANIZATIONS THAT HAVE CONTRIBUTED FINANCIALLY TO THE CORPORATION ARE GRANTED MEMBERSHIP EXCEPTING WHERE SAID "CONTRIBUTING MEMBER" HAS NOT CONTRIBUTED FINANCIALLY TO THE CORPORATION FOR A PERIOD OF MORE THAN TWELVE MONTHS. FORM 990, PART VI, SECTION A, LINE 7A EACH MEMBER SHALL HAVE ONE VOTE LIMITED TO THE ELECTION OF DIRECTORS AT THE ANNUAL MEETING OF THE CORPORATION AND WHICH MUST BE EXERCISED IN PERSON AND CANNOT BE CAST BY PROXY. MEMBERS ELECT THE MEMBERS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B BEFORE FILING THE FORM 990, THE ORGANIZATION WILL ELECTRONICALLY SUBMIT IT TO THE BOARD OF DIRECTORS SO THAT THEY MAY REVIEW AND SOLICIT QUESTIONS AND/OR COMMENTS. FORM 990, PART VI, SECTION B, LINE 12C AFTER THE CODE OF ETHICS HAS BEEN REVIEWED BY THE PRESIDENT/CEO OF THE CORPORATION, A COPY IS DISTRIBUTED ALL EMPLOYEES, BOARD MEMBERS AND OTHER VOLUNTEERS. EACH ARE REQUIRED TO SIGN THE FORM INDICATING THEY WILL ABIDE BY THE CODE OF ETHICS. AT THE SAME TIME, THEY 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. 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 DIRECTOR OF FINANCE AND ACCOUNTING. THE CEO REVIEWS THE NON-EXECUTIVE SALARY SURVEY FROM THE UNITED WAY WORLDWIDE WHICH IS RELATED TO METRO II UNITED WAYS IN THE MIDWEST REGION TO ASSURE THAT THE COMPENSATION LEVEL IS APPROPRIATE. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2023. FORM 990, PART VI, SECTION C, LINE 19 THE COPIES OF AUDITED FINANCIAL STATEMENTS, THE FORM 990, AND THE BY-LAWS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. PART XII, LINE 2C EXPLANATION THE ORGANIZATION DID NOT CHANGE ITS OVERSIGHT PROCESS OR THE PROCESS USED TO SELECT AN INDEPENDENT ACCOUNTANT DURING THE CURRENT YEAR.