UNITED WAY FOX CITIES INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- UNITED WAY FOX CITIES INC (EIN 39-0912895)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-08-07
- IRS object ID
- 201332199349300043
- Schema version
- 2012v2.1
- 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) |
|---|---|---|
| Timestamp | 2013-08-07T11:26:12-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391173131 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHENCK SC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 23819 | AddressLine1 |
| City | GREEN BAY | City |
| State | WI | State |
| ZIP Code | 543053819 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 390912895 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED WAY FOX CITIES INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | UNIT | NameControl |
| Phone | 9209547210 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1455 MIDWAY ROAD | AddressLine1 |
| City | MENASHA | City |
| State | WI | State |
| ZIP Code | 54952 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PETER KELLY | Name |
| Title | PRESIDENT/CEO | Title |
| Phone | 9209547210 | Phone |
| Date Signed | 2013-07-23 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARY VANDENBUSCH | Name |
| PTIN | P00640456 | PTIN |
| Phone | 9204367800 | Phone |
| Date Prepared | 2013-07-23 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | PETER KELLY | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1455 MIDWAY ROAD | AddressLine1 |
| City | MENASHA | City |
| State | WI | State |
| ZIP Code | 54952 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 7629931 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.UNITEDWAYFOXCITIES.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1993 | YearFormation |
| State Legal Domicile | WI | StateLegalDomicile |
| Activity Or Mission Description | 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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 24 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 23 | NbrIndependentVotingMembers |
| Total Nbr Employees | 23 | TotalNbrEmployees |
| Total Nbr Volunteers | 260 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 7226355 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 7470565 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 68273 | InvestmentIncomePriorYear |
| Investment Income Current Year | 79131 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 56994 | OtherRevenuePriorYear |
| Other Revenue Current Year | 80235 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 7351622 | TotalRevenuePriorYear |
| Total Revenue Current Year | 7629931 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 5561361 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 5688788 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 1116195 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1142072 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 603250 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 691747 | OtherExpensePriorYear |
| Other Expenses Current Year | 605900 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 7369303 | TotalExpensesPriorYear |
| Total Expenses Current Year | 7436760 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -17681 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 193171 | RevenuesLessExpensesCY |
| Total Assets BOY | 11312211 | TotalAssetsBOY |
| Total Assets EOY | 11574109 | TotalAssetsEOY |
| Total Liabilities BOY | 5734111 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 5762780 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 5578100 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 5811329 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | TO IMPROVE LIVES BY BRINGING DIVERSE PEOPLE TOGETHER TO BUILD A STONGER, MORE CARING COMMUNITY FOR EVERYONE. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 6043206 | Expense |
| Grants | 5688788 | Grants |
| Revenue | 53802 | Revenue |
| Description | UNITED WAY FOX CITIES' RESOURCES ARE TARGETED TO IMPACT COMMUNITY NEEDS 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 1300 HOURS OF THEIR TIME THROUGHOUT THE YEAR. IN 2012, UNITED WAY FOX CITIES INVESTED 5.2 MILLION DOLLARS IN VARIOUS NON-PROFIT PROGRAMS AND INITIATIVES WHICH HELPED TO SERVE OVER 130,000 INDIVIDUALS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 193374 | Expense |
| Description | UNITED WAY 2-1-1 SERVES RESIDENTS OF TEN COUNTIES WHO REQUIRE HELP TO FIND THE APPROPRIATE COMMUNITY SERVICE TO ADDRESS THEIR NEED. 2-1-1 SERVES AS A HUB IN TIMES OF DISASTER BY PROVIDING INFORMATION DURING RECOVERY AND RELIEF EFFORTS. IN 2012, A TOTAL OF 12,152 CALLS WERE HANDLED, AND CALL SPECIALISTS MADE 23,251 REFERRALS. THE ONLINE DATABASE OF PROGRAM SERVICES AT 211NOW.ORG HAD 108,757 INQUIRIES. REQUESTS FOR BASIC NEEDS SERVICES OF FOOD, CLOTHING, SHELTER AND TRANSPORTATION RESULTED IN 47.5% OF THE TOTAL CALL VOLUME. 14% OF CALLS WERE RELATED TO HEALTH CARE. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 75967 | Expense |
| Description | 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 TIMES OF LAYOFFS, STRIKES, OR DISASTERS. SEMINARS FOR THE UNEMPLOYED ARE OFFERED PROVIDING INFORMATION ON AVAILABLE RESOURCES, LOCATIONS OF SERVICES AND PROGRAM ELIGIBILITY. IN 2012, PROJECTS INCLUDED ASSISTANCE WITH THE NATIONAL ASSOCIATION OF LETTER CARRIERS FOOD DRIVE, LABOR COUNCIL CHRISTMAS GIVING PROGRAM, AND THE PLUMBER AND STEAMFITTERS LOCAL 400 "HEAT'S ON PROGRAM". | Description |
Activity Other ActivityOther (4 entries)
| ExpenseExpense | DescriptionDescription |
|---|---|
| 0 | 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 COUNTIES. IN 2012, UNITED WAY FOX CITIES ASSISTED IN THE DISTRIBUTION OF $85,817 TO LOCAL AGENCIES THAT ADDRESS EMERGENCY NEEDS. |
| 26662 | UNITED WAY FOX CITIES' YOUTH BOARD IS COMPOSED OF 60 STUDENT MEMBERS FROM 12 AREA HIGH SCHOOLS. THE PURPOSE OF THE YOUTH BOARD IS TO EDUCATE AND INCREASE YOUTH AWARENESS AND UNDERSTANDING OF UNITED WAY, VOLUNTEER OPPORTUNITIES, COMMUNITY NEEDS AND SERVICES. THE YOUTH BOARD IS RESPONSIBLE FOR AWARDING A LIMITED NUMBER OF GRANTS TO YOUTH-ORIENTED PROGRAMS IN THE FOX CITIES. IN 2012, THEY AWARDED $3,800 IN GRANTS. IN ADDITION TO PERFORMING COMMUNITY SERVICE, YOUTH BOARD MEMBERS HELPED TO COORDINATE AND CARRYOUT A SUCCESSFUL TEEN SYMPOSIUM THAT ATTRACTED 280 NINTH GRADERS FROM 18 AREA HIGH SCHOOLS. THE FOCUS OF THE DAYLONG EVENT WAS ON LEADERSHIP SKILL DEVELOPMENT. |
| 0 | UNITED WAY FOX CITIES PARTNERS WITH OTHER AGENCIES TO CREATE INITIATIVES THAT ADDRESS CRITICAL GAPS IN SERVICES. UNITED WAYS 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. |
| 15014 | OTHER MISCELLANEOUS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 41676 | TotalOfOtherProgramServiceExp |
| Total Program Service Expense | 6354223 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Info In Schedule O Part V | X | InfoInScheduleOPartV |
| Number Forms Transmitted With1096 | 5 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 23 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Form1098 C Filed | 0 | Form1098CFiled |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 24 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 23 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | WI | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PETER C KELLY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 9209547210 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1455 MIDWAY ROAD | AddressLine1 |
| City | MENASHA | City |
| State | WI | State |
| ZIP Code | 54952 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (27 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| TIM BERGSTROM | ||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |
| RANDY MAHONEY | ||||||
| TREASURER | 3.00 | X | 0 | 0 | 0 | X |
| GARY NOKLEBERG | ||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |
| TIM PLASS | ||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |
| JULIE WULTERKINS | ||||||
| COMMUNITY IMPACT COUNCIL COUNCIL CHAIR | 3.00 | X | 0 | 0 | 0 | |
| MARK WESTPHAL | ||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |
| JIM BEMOWSKI | ||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |
| TIM HIGGINS | ||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |
| TOM PALMER | ||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |
| JENNY REDMAN-SCHELL | ||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |
| JIM TOTZKE | ||||||
| CHAIR | 3.00 | X | 0 | 0 | 0 | X |
| PETER KELLY | ||||||
| PRESIDENT/CEO | 50.00 | X | 126094 | 0 | 29186 | X |
| KENT WILLETTS | ||||||
| VICE CHAIR | 3.00 | X | 0 | 0 | 0 | X |
| TIMOTHY SCHWAN | ||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |
| MARY PFEIFFER | ||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |
| DAN NEUFELDER | ||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |
| RICK BAHR | ||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |
| DIANA BUECHEL | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| GINIA LOVETT | ||||||
| CAMPAIGN CHAIR | 3.00 | X | 0 | 0 | 0 | |
| ROBERT THIBAULT | ||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |
| BONNIE TIMM | ||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |
| MARY JO BUCHBERGER | ||||||
| COMMUNITY IMPACT COUNCIL VICE CHAIR | 2.00 | X | 0 | 0 | 0 | |
| SHANNON FULL | ||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |
| LAURA MERONK | ||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |
| MELANIE MILLER | ||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |
| VISETH MOUA | ||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |
| DOUGLAS COLLINS | ||||||
| VP FINANCE & ADMINISTRATIO | 45.00 | 47871 | 0 | 17879 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 173965 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 47065 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Federated Campaigns | 55037 | FederatedCampaigns |
| All Other Contributions | 7415528 | AllOtherContributions |
| Noncash Contributions | 58260 | NoncashContributions |
| Total Contributions | 7470565 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 32340 | TotalRevenueColumn |
| Exclusion | $32,340 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 46791 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 0 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 46791 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 46791 | TotalRevenueColumn |
| Exclusion | $46,791 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | ExclusionExclusionAmount |
|---|---|---|---|---|
| SERVICE FEES | 900099 | 53802 | 53802 | |
| MISCELLANEOUS | 900099 | 26433 | $26,433 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 80235 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 7629931 | TotalRevenueColumn |
| Related Or Exempt Function Income | 53802 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $105,564 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5688788 | Total |
| Program Services | 5688788 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 221031 | Total |
| Program Services | 89246 | ProgramServices |
| Management And General | 58459 | ManagementAndGeneral |
| Fundraising | 73326 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 696720 | Total |
| Program Services | 283938 | ProgramServices |
| Management And General | 180748 | ManagementAndGeneral |
| Fundraising | 232034 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 38005 | Total |
| Program Services | 17397 | ProgramServices |
| Management And General | 9713 | ManagementAndGeneral |
| Fundraising | 10895 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 123122 | Total |
| Program Services | 36870 | ProgramServices |
| Management And General | 35295 | ManagementAndGeneral |
| Fundraising | 50957 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 63194 | Total |
| Program Services | 26895 | ProgramServices |
| Management And General | 15831 | ManagementAndGeneral |
| Fundraising | 20468 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15150 | Total |
| Management And General | 15150 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15169 | Total |
| Management And General | 15169 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 47376 | Total |
| Program Services | 15820 | ProgramServices |
| Management And General | 30427 | ManagementAndGeneral |
| Fundraising | 1129 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 111036 | Total |
| Program Services | 13904 | ProgramServices |
| Management And General | 10718 | ManagementAndGeneral |
| Fundraising | 86414 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 56254 | Total |
| Program Services | 26984 | ProgramServices |
| Management And General | 18809 | ManagementAndGeneral |
| Fundraising | 10461 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 86862 | Total |
| Program Services | 40325 | ProgramServices |
| Management And General | 23044 | ManagementAndGeneral |
| Fundraising | 23493 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 64748 | Total |
| Program Services | 22524 | ProgramServices |
| Management And General | 6643 | ManagementAndGeneral |
| Fundraising | 35581 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13407 | Total |
| Program Services | 5243 | ProgramServices |
| Management And General | 3701 | ManagementAndGeneral |
| Fundraising | 4463 | Fundraising |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 80767 | Total |
| Program Services | 34326 | ProgramServices |
| Management And General | 21403 | ManagementAndGeneral |
| Fundraising | 25038 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 68021 | Total |
| Program Services | 28909 | ProgramServices |
| Management And General | 18025 | ManagementAndGeneral |
| Fundraising | 21087 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17393 | Total |
| Program Services | 2066 | ProgramServices |
| Management And General | 13820 | ManagementAndGeneral |
| Fundraising | 1507 | Fundraising |
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| NON-PROFIT DEVELOPMENT | 17040 | 17040 | ||
| MISCELLANEOUS | 12677 | 3948 | 2332 | 6397 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7436760 | Total |
| Program Services | 6354223 | ProgramServices |
| Management And General | 479287 | ManagementAndGeneral |
| Fundraising | 603250 | Fundraising |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Joint Costs | X | JointCosts |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 937423 | BOY |
| EOY | 1876390 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2950190 | BOY |
| EOY | 2478778 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5083936 | BOY |
| EOY | 4896446 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 131066 | BOY |
| EOY | 30451 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25482 | BOY |
| EOY | 14785 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 1704064 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 484581 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1286504 | BOY |
| EOY | 1219483 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 787275 | BOY |
| EOY | 925779 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 110335 | BOY |
| EOY | 131997 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11312211 | BOY |
| EOY | 11574109 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 271597 | BOY |
| EOY | 407864 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5462514 | BOY |
| EOY | 5354916 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5734111 | BOY |
| EOY | 5762780 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5366983 | BOY |
| EOY | 5513047 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 37231 | BOY |
| EOY | 101433 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 173886 | BOY |
| EOY | 196849 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5578100 | BOY |
| EOY | 5811329 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11312211 | BOY |
| EOY | 11574109 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 193171 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 40058 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 7014545 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 6712158 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 7110095 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 7226335 | CurrentTaxYearMinus1Year |
| Current Tax Year | 7470565 | CurrentTaxYear |
| Total | 35533698 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 7014545 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 6712158 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 7110095 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 7226335 | CurrentTaxYearMinus1Year |
| Current Tax Year | 7470565 | CurrentTaxYear |
| Total | 35533698 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 4724464 | AmountsSubstContributorsTotal |
| Public Support Total170 | 30809234 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 113451 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 70255 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 45907 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 33829 | CurrentTaxYearMinus1Year |
| Current Tax Year | 32340 | CurrentTaxYear |
| Total | 295782 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 11205 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 62783 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 57246 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 56994 | CurrentTaxYearMinus1Year |
| Current Tax Year | 80235 | CurrentTaxYear |
| Total | 268463 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 36097943 | TotalSupport |
| Gross Receipts From Admissions Etc | 177932 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.85350 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.84840 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | Volunteers |
| Paid Staff Or Management | 1 | PaidStaffOrManagement |
| Media Advertisements | 0 | MediaAdvertisements |
| Mailings Members | 1 | MailingsMembers |
| Mailings Members | $0 | MailingsMembersAmount |
| Publications Or Broadcast | 0 | PublicationsOrBroadcast |
| Grants Other Organizations | 0 | GrantsOtherOrganizations |
| Direct Contact Legislators | 1 | DirectContactLegislators |
| Direct Contact Legislators | $878 | DirectContactLegislatorsAmount |
| Rallies Demonstrations | 0 | RalliesDemonstrations |
| Other Activities | 0 | OtherActivities |
| Total Lobbying Expenditures IIB | 878 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | 0 | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | EXPLANATION OF LOBBYING ACTIVITIES: | Identifier |
| Return Reference | PART II-B, LINE 1: | ReturnReference |
| Explanation | WISCONSIN SB 456 AND AB 574: CALLS MADE IN SUPPORT OF BOTH BILLS TO CREATE A FOX CITITES REGIONAL TRANSIT AUTHORITY. CALLS WERE MADE TO CHAIR OF ASSEMBLY COMMITTEE ON TRANSPORTATIO, REP. PETROWSKI AND TO REP. AL OTT. CALLS ALSO PLACED TO CHAIR AND VICE CHAIR OF SENATE COMMITTEE ON TRANSPORTATION & ELECTIONS: SENATORS LAZICH, LIEBHAM AND TO SEN. LASSE. WISCONSIN SB 456 AND AB 574: LETTERS PREPARED OVER PETER KELLY'S SIGNATURE REQUESTING A PUBLIC HEARING AND SUPPORT FOR BOTH BILLS. LETTERS SENT TO SENATORS COWLES, LASEE, LAZICH, LIEBHAM AND S. FITZGERALD. LETTERS ALSO SENT TO REPS. FARROW, KAUFER, OTT, PETROSKI AND J. FITZGERALD. PREPARATION OF REMARKS FOR PETER KELLY TO DELIVER DURING PUBLIC HEARING ON SB 456 RE: CREATION OF FOX CITIES REGIONAL TRANSIT AUTHORITY. PUBLIC HEARING TO BE HELD BY SENATE COMMITTEE ON TRANSPORTATION & ELECTIONS. PETER KELLY TRAVELED TO MADISON TO SPEAK AT PUBLIC HEARING IN SUPPORT OF SB 456 DURING SENATE COMMITTEE ON TRANSPORTATION & ELECTIONS. PETER KELLY MET WITH CONGRESSMAN REID RIBBLE AT HIS APPLETON OFFICE ON ISSUE OF FINANCING PUBLIC TRANSPORTATION AND NEED FOR LOCAL PUBLIC TRANSPORTATION SERVICES. LETTER PREPARED OVER PETER KELLY'S SIGNATURE ADDRESSED TO THE WI COMMISSION ON TRANSPORTATION FINANCE & POLICY SEEKING SUPPORT FOR PUBLIC TRANSPORTATION IN THE FOX CITIES. SIGN-ON TO LETTER ADDRESSED TO PRESIDENT, CONGRESSIONAL LEADERS AND MEMBERS OF CONGRESS IN SUPPORT OF PRESERVING THE CHARITABLE TAX DEDUCTION. LETTER PREPARED BY THE INDEPENDENT SECTOR AND UNITED WAY WORLDWIDE. | Explanation |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 329396 | BeginningOfYearBalance |
| Contributions | 22963 | Contributions |
| Investment Earnings Or Losses | 32169 | InvestmentEarningsOrLosses |
| Other Expenditures | 3000 | OtherExpenditures |
| End Of Year Balance | 381528 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 299046 | BeginningOfYearBalance |
| Contributions | 38921 | Contributions |
| Investment Earnings Or Losses | -5539 | InvestmentEarningsOrLosses |
| Other Expenditures | 3032 | OtherExpenditures |
| End Of Year Balance | 329396 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 172679 | BeginningOfYearBalance |
| Contributions | 107260 | Contributions |
| Investment Earnings Or Losses | 19107 | InvestmentEarningsOrLosses |
| End Of Year Balance | 299046 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 433399 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 207718 | InvestmentEarningsOrLosses |
| Administrative Expenses | 5182 | AdministrativeExpenses |
| End Of Year Balance | 635935 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 568180 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -129162 | InvestmentEarningsOrLosses |
| Administrative Expenses | 5619 | AdministrativeExpenses |
| End Of Year Balance | 433399 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.40580 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.51590 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.07820 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 15000 | OtherCostOrOtherBasis |
| Book Value | 15000 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1257689 | OtherCostOrOtherBasis |
| Depreciation | 156749 | Depreciation |
| Book Value | 1100940 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 431375 | OtherCostOrOtherBasis |
| Depreciation | 327832 | Depreciation |
| Book Value | 103543 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 1219483 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | BENEFICIAL INTEREST IN ASSETS AT COMMUNITY FOUNDATION | Description |
| Book Value | 925779 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 925779 | TotalOfBookValueSecurities |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 6894866 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 40058 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 7968 | DonatedSrvcAndUseOfFacilities |
| Revenue Not Rptd F990 | 48026 | RevenueNotRptdF990 |
| Revenue Subtotal | 6846840 | RevenueSubtotal |
| Investment Expenses Not Included | 15169 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 767922 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 783091 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 7629931 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 6661637 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 7968 | DonatedServicesUseOfFacilities |
| Expenses Not Rptd F990 | 7968 | ExpensesNotRptdF990 |
| Expenses Subtotal | 6653669 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 15169 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 767922 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 783091 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 7436760 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | 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 ENDOWNMENT 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 |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | 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 ORGANIZATIONS 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)(2). 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 YEAR ENDED DECEMBER 31, 2012. THE ORGANIZATION'S FEDERAL RETURNS ARE SUBJECT TO EXAMINATION GENERALLY FOR THREE YEARS AFTER THEY ARE FILED AND ITS STATE RETURNS ARE SUBJECT TO EXAMINATION GENERALLY FOR FOUR YEARS AFTER THEY ARE FILED. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | ALLOCATIONS FUNDED THROUGH DESIGNATIONS 767,922. | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | ALLOCATIONS FUNDED THROUGH DESIGNATIONS 767,922. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (64 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|
| ADVOCAP INC | ||||||
| 181 E NORTH WATER STREET | NEENAH | WI | 54956 | 391053365 | 66766 | PROGRAM OPERATING COST |
| AIDS RESOURCE CENTER OF WISCONSIN INC | ||||||
| 103 E WASHINGTON STREET | APPLETON | WI | 54911 | 391534049 | 63665 | PROGRAM OPERATING COST |
| AMERICAN CANCER SOCIETY WISCONSIN | ||||||
| 790 MARVELLE LANE | GREEN BAY | WI | 54304 | 390807043 | 31566 | DONOR DESIGNATED FOR PROGRAM COST |
| AMERICAN RED CROSS IN NORTHEAST WISCONSIN | ||||||
| 515 S WASHBURN STREET SUITE 201 | OSHKOSH | WI | 54904 | 530196605 | 132181 | PROGRAM OPERATING COST |
| BEST FRIENDS OF NEENAH-MENASHA INC | ||||||
| 181 E NORTH WATER STREET | NEENAH | WI | 54956 | 391260017 | 150256 | PROGRAM OPERATING COST |
| BIG BROTHERS BIG SISTERS OF THE FOX VALLEY REGION INC | ||||||
| 160 SOUTH BADGER AVE | APPLETON | WI | 54914 | 396103907 | 179000 | PROGRAM OPERATING COST |
| BOY SCOUTS OF AMERICA - BAY LAKES COUNCIL | ||||||
| 2555 NORTHERN ROAD | APPLETON | WI | 54912 | 396046971 | 43854 | DONOR DESIGNATED FOR GENERAL SUPPORT |
| BOYS' & GIRLS' BRIGADE ASSOCIATION | ||||||
| 109 WEST COLUMBIAN AVE | NEENAH | WI | 54956 | 390813396 | 42000 | PROGRAM OPERATING COST |
| BOYS & GIRLS CLUB FOX VALLEY INC | ||||||
| 160 SOUTH BADGER AVE | APPLETON | WI | 54914 | 391225709 | 276191 | PROGRAM OPERATING COST |
| BUILDING FOR KIDS | ||||||
| 100 WEST COLLEGE AVE | APPLETON | WI | 54911 | 391706260 | 10000 | PROGRAM OPERATING COST |
| CAP SERVICES INC | ||||||
| 17 PARK PLACE STE 950 | APPLETON | WI | 54914 | 391080897 | 88983 | PROGRAM OPERATING COST |
| CATHOLIC CHARITIES DIOCESE OF GREEN BAY INC | ||||||
| 214 E SUMMER ST | APPLETON | WI | 54911 | 390808438 | 143902 | PROGRAM OPERATING COST |
| CATHOLIC CHARITIES DIOCESE OF GREEN BAY INC - PATH INITIATIVE | ||||||
| 214 E SUMMER ST | APPLETON | WI | 54911 | 390808438 | 37954 | PROGRAM OPERATING COST |
| CELEBRATE CHILDREN FOUNDATION | ||||||
| 110 E MAIN STREET STE 810 | MADISON | WI | 53703 | 391946398 | 15000 | PROGRAM OPERATING COST |
| CEREBRAL PALSY OF MIDEAST WI INC | ||||||
| 36 BROAD STREET SUITE 120 | OSHKOSH | WI | 54903 | 396026845 | 43434 | PROGRAM OPERATING COST |
| CHILD CARE RESOURCE & REFERRAL INC | ||||||
| 1001 WEST KENNEDY AVE | KIMBERLY | WI | 54136 | 391606155 | 75702 | PROGRAM OPERATING COST |
| CHILDREN'S HOSPITAL OF WISCONSIN- CATALPA HEALTH | ||||||
| 130 SECOND STREET | NEENAH | WI | 54956 | 390812532 | 100000 | PROGRAM OPERATING COST |
| CHRISTINE ANN DOMESTIC ABUSE SERVICES INC | ||||||
| 1416 S COMMERCIAL STREET STE A | NEENAH | WI | 54956 | 391441770 | 107035 | PROGRAM OPERATING COST |
| COMMUNITY CLOTHES CLOSET | ||||||
| 1465 MIDWAY ROAD | MENASHA | WI | 54952 | 391394270 | 5000 | PROGRAM OPERATING COST |
| COMMUNITY FAMILY RESOURCE CENTERS | ||||||
| 330 W HICKORY STREET | SEYMOUR | WI | 54165 | 396017468 | 17978 | PROGRAM OPERATING COST |
| COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION- HOME OWNERSHIP | ||||||
| 4455 WEST LAWRENCE STREET | APPLETON | WI | 54914 | 391548450 | 10000 | PROGRAM OPERATING COST |
| COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION- DIAPER BANK | ||||||
| 4455 WEST LAWRENCE STREET | APPLETON | WI | 54914 | 391548450 | 5000 | PROGRAM OPERATING COST |
| EMERGENCY SHELTER OF THE FOX VALLEY INC | ||||||
| 400 NORTH DIVISION STREET | APPLETON | WI | 54911 | 391447152 | 142610 | PROGRAM OPERATING COST |
| FAIR MARKET THRIFT STORE | ||||||
| 2130 SOUTH MEMORIAL DRIVE | APPLETON | WI | 54915 | 261557840 | 7500 | DONOR DESIGNATED FOR PROGRAM COST |
| FAMILY SERVICE OF NE WI | ||||||
| 1810 APPLETON ROAD | MENASHA | WI | 54952 | 390827320 | 330796 | PROGRAM OPERATING COST |
| FINANCIAL INFORMATION AND SERVICE CENTER INC (FISC) | ||||||
| 1800 APPLETON ROAD | MENASHA | WI | 54952 | 396698981 | 200846 | PROGRAM OPERATING COST |
| FOX CITIES COMMUNITY HEALTH CENTER | ||||||
| 1814 APPLETON ROAD | MENASHA | WI | 54952 | 391884820 | 93100 | PROGRAM OPERATING COST |
| FOX VALLEY CHILDREN'S MENTAL HEALTH CENTER | ||||||
| 1820 APPLETON ROAD | MENASHA | WI | 54952 | 390812532 | 78000 | PROGRAM OPERATING COST |
| FOX VALLEY LITERACY COALITION INC | ||||||
| 130 EAST FRANKLIN STREET | APPLETON | WI | 54911 | 391682277 | 78513 | PROGRAM OPERATING COST |
| FRIENDSHIP PLACE | ||||||
| 220 NORTH COMMERCIAL STREET | NEENAH | WI | 54956 | 392029900 | 98800 | PROGRAM OPERATING COST |
| GIRL SCOUTS OF THE NORTHWEST GREAT LAKES INC | ||||||
| 4693 N LYNNDALE DRIVE | APPLETON | WI | 54913 | 390816897 | 154925 | PROGRAM OPERATING COST |
| GREATER FOX CITIES HABITAT FOR HUMANITY | ||||||
| 921 MIDWAY ROAD | MENASHA | WI | 54952 | 391742974 | 30000 | PROGRAM OPERATING COST |
| HARBOR HOUSE DOMESTIC ABUSE PROGRAMS INC | ||||||
| 720 W FIFTH STREET | APPLETON | WI | 54914 | 391870927 | 137577 | PROGRAM OPERATING COST |
| HMONG-AMERICAN PARTNERSHIP FOX VALLEY INC | ||||||
| 2198 S MEMORIAL DRIVE | APPLETON | WI | 54915 | 391378632 | 146781 | PROGRAM OPERATING COST |
| HORTONVILLE AREA UNITED FUND INC | ||||||
| PO BOX 277 | HORTONVILLE | WI | 54944 | 396107070 | 5122 | DONOR DESIGNATED FOR PROGRAM COST |
| HOUSING PARTNERSHIP OF THE FOX CITIES | ||||||
| 607 EAST HANCOCK STREET | APPLETON | WI | 54911 | 391582471 | 37600 | PROGRAM OPERATING COST |
| LEGAL ACTION OF WISCONSIN | ||||||
| 201 WEST WALNUT ST SUITE 203 | GREEN BAY | WI | 54303 | 391077192 | 40429 | PROGRAM OPERATING COST |
| LUTHERAN SOCIAL SERVICES OF WISCONSIN & UPPER MICHIGAN INC | ||||||
| 3003A NORTH RICHMOND STREET | APPLETON | WI | 54911 | 390816846 | 265503 | PROGRAM OPERATING COST |
| MOTHER AND UNBORN BABY CARE INC | ||||||
| 526 W WISCONSIN AVE | APPLETON | WI | 54911 | 391446870 | 9992 | DONOR DESIGNATED FOR PROGRAM COST |
| NAMI - FOX VALLEY | ||||||
| 516 W 6TH STREET | APPLETON | WI | 54911 | 391545497 | 64132 | PROGRAM OPERATING COST |
| NEENAH - MENASHA DIAL-A-RIDE | ||||||
| 211 WALNUT STREET | NEENAH | WI | 54956 | 396005543 | 8500 | PROGRAM OPERATING COST |
| NEENAH-MENASHA DENTAL CLINIC | ||||||
| 126 WEST WISCONSIN AVE | NEENAH | WI | 54956 | 391471332 | 27500 | PROGRAM OPERATING COST |
| NEW LONDON UNITED WAY | ||||||
| PO BOX 104 | NEW LONDON | WI | 54961 | 391587610 | 19841 | DONOR DESIGNATED FOR PROGRAM COST |
| NON-PROFIT AFFORDABLE HOUSING BASED RENTAL SERVICES | ||||||
| 3020 EAST WINSLOW AVE | APPLETON | WI | 54911 | 391652869 | 9210 | PROGRAM OPERATING COST |
| OSHKOSH AREA UNITED WAY | ||||||
| 36 BROAD STREET SUITE 100 | OSHKOSH | WI | 54901 | 391017908 | 41509 | DONOR DESIGNATED FOR PROGRAM COST |
| PROJECT BRIDGES DAY CARE CENTER & PRESCHOOL INC | ||||||
| 803 EAST COLLEGE AVE | APPLETON | WI | 54911 | 391340963 | 115960 | PROGRAM OPERATING COST |
| REACH COUNSELING SERVICES INC | ||||||
| 1370 S COMMERCIAL STREET | NEENAH | WI | 54956 | 391292277 | 146268 | PROGRAM OPERATING COST |
| REBUILDING TOGETHER FOX VALLEY | ||||||
| 605 EAST HANCOCK STREET | APPLETON | WI | 54911 | 392013200 | 15083 | PROGRAM OPERATING COST |
| SAMARITAN COUNSELING CENTER OF THE FOX VALLEY- TEEN SCREEN | ||||||
| 1478 KENWOOD DRIVE | MENASHA | WI | 54952 | 391214216 | 25000 | PROGRAM OPERATING COST |
| SEXUAL ASSAULT CRISIS CENTER-FOX CITIES INC | ||||||
| 35 PARK PLACE SUITE 100 | APPLETON | WI | 54914 | 391309331 | 125881 | PROGRAM OPERATING COST |
| THE ARC OF FOX CITIES | ||||||
| 375 WINNEBAGO AVE | MENASHA | WI | 54952 | 753202931 | 250465 | PROGRAM OPERATING COST |
| TRI-COUNTY COMMUNITY DENTAL CLINIC | ||||||
| 9 TRI-PARK WAY | APPLETON | WI | 54914 | 470862462 | 25000 | PROGRAM OPERATING COST |
| UNITED WAY OF BROWN COUNTY | ||||||
| 1245 MAIN STREET | GREEN BAY | WI | 54301 | 390806299 | 21977 | DONOR DESIGNATED FOR PROGRAM COST |
| UNITED WAY OF SHAWANO COUNTY | ||||||
| PO BOX 31 | SHAWANO | WI | 541660031 | 391099657 | 25301 | DONOR DESIGNATED FOR PROGRAM COST |
| UNITED WAY OF THE COLUMBIA-WILLIAMETTE INC | ||||||
| 619 SW 11TH STREET SUITE 300 | PORTLAND | OR | 97205 | 930582124 | 5460 | DONOR DESIGNATED FOR PROGRAM COST |
| UNITED WAY OF TROY OHIO INC | ||||||
| 233 SOUTH MARKET | TROY | OH | 45373 | 310619209 | 7748 | DONOR DESIGNATED FOR PROGRAM COST |
| VALLEY PACKAGING INDUSTRIES INC | ||||||
| 2730 ROEMER ROAD | APPLETON | WI | 54915 | 390921632 | 197538 | PROGRAM OPERATING COST |
| VILLA HOPE INC | ||||||
| 613 NORTH DIVISION STREET | APPLETON | WI | 54913 | 237088971 | 22880 | PROGRAM OPERATING COST |
| VALLEY TRANSIT - THE CONNECTOR INITIATIVE | ||||||
| 802 SOUTH WHITMAN AVE | APPLETON | WI | 54914 | 396005381 | 32000 | PROGRAM OPERATING COST |
| WAUPACA COMMUNITY CHEST | ||||||
| PO BOX 94 | WAUPACA | WI | 54981 | 237135248 | 10010 | DONOR DESIGNATED FOR PROGRAM COST |
| WINNECONNE AREA UNITED FUND INC | ||||||
| PO BOX 336 | WINNECONNE | WI | 54986 | 396104889 | 10069 | DONOR DESIGNATED FOR PROGRAM COST |
| YMCA FOX CITIES | ||||||
| 218 EAST LAWRENCE STREET | APPLETON | WI | 54911 | 390806191 | 568895 | PROGRAM OPERATING COST |
| YMCA FOX WEST | ||||||
| W6931 SCHOOL RD | GREENVILLE | WI | 54942 | 390806191 | 10135 | DONOR DESIGNATED FOR PROGRAM COST |
| YOUTH GO INC | ||||||
| 213 NICOLET BLVD | NEENAH | WI | 54956 | 391137233 | 196158 | PROGRAM OPERATING COST |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 64 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: IN 2012, UNITED WAY FOX CITIES PROVIDED FUNDING TO 38 PARTNER AGENCIES THAT PROVIDED HEALTH AND HUMAN SERVICES THROUGH 98 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. IN 2012, UNITED WAY FOX CITIES PROVIDED FUNDING FOR THREE OF THE INITIATIVES. THE AGENCIES PROVIDING THE SERVICES ARE REQUIRED TO SIGN A MEMORANDUM OF UNDERSTANDING AND PERIODICALLY REPORT PROGRESS TO THE IMPACT AREA VOLUNTEERS. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | PETER KELLY | NamePerson |
| Title | PRESIDENT/CEO | Title |
| Base Compensation Filing Org | 126094 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 0 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 29186 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 155280 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Schedule M IRS990ScheduleM
Cars And Other Vehicles CarsAndOtherVehicles
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 19877 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | COST | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (6 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | VIDEO | 1 | 13069 | COST |
| X | OFFICE SUPPLIES | 3 | 491 | COST |
| X | PRINTED MATERIALS | 4 | 13813 | COST |
| X | MISCELLANEOUS | 1 | 172 | COST |
| X | TRAVEL | 9 | 8593 | COST |
| X | COMMUNICATIONS | 3 | 2245 | COST |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | NON REPORTING OF REVENUE: | Identifier |
| Return Reference | PART I, LINE 33: | ReturnReference |
| Explanation | UNITED WAY FOX CITIES, INC. RECEIVES VARIOUS IN-KIND DONATIONS WHICH ARE PASSED THROUGH TO OTHER AGENCIES AND THEREFORE NOT RECORDED ON THEIR BOOKS AS REVENUE AND EXPENSES. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| FORM 990, PART V, LINE 7H: | THE ORGANIZATION RECEIVED A DONATION OF A CAR FROM A DEALERSHIP. THE VEHICLE IS NOT A CONTRIBUTION OF A QUALIFIED VEHICLE SINCE THE PROPERTY WAS HELD PRIMARILY FOR SALE TO CUSTOMERS. THEREFORE THE ORGANIZATION DID NOT HAVE A 1098-C FILING REQUIREMENT. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE ORGANIZATION'S GOVERNING BOARD CONSISTS OF MEMBERS WHICH 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 | THE ORGANIZATION HAS MEMBERS AND 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 ELECTRONCIALLY 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 AND CEO OF UNITED WAY FOX CITIES, A COPY IS PASSED OUT TO ALL EMPLOYEES, BOARD MEMBERS AND OTHER VOLUNTEERS. EACH ARE REQUIRED TO SIGN A FORM INDICATING THEY WILL ABIDE BY THE CODE OF ETHICS AND AT THE SAME TIME THEY ARE REQUIRED TO SIGN A CONFLICT OF INTEREST DISCLOSURE FORM. THE ORGANIZATION WILL MAINTAIN 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 EMPOLYEES ARE NOT ALLOWED TO BE ON THE BOARD OF AGENCIES. |
| FORM 990, PART VI, SECTION B, LINE 15 | PART VI, LINE 15A - 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. PART VI, LINE 15B - THE CEO CONDUCTS THE EVALUATION OF THE DIRECTOR OF 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. |
| THE ORGANIZATION DID NOT CHANGE IT'S OVERSIGHT PROCESS OR THE PROCESS USED TO SELEVT AN INDEPENDENT ACCOUNTANT. |