2013-08-07T11:26:12-05:00 2012-12-31 391173131 SCHENCK SC PO BOX 23819 GREEN BAY WI 543053819 990 2012-01-01 390912895 UNITED WAY FOX CITIES INC UNIT 9209547210 1455 MIDWAY ROAD MENASHA WI 54952 PETER KELLY 9209547210 2013-07-23 1 MARY VANDENBUSCH P00640456 9204367800 2013-07-23 2012 2016-02-24 21:20:13Z PETER KELLY 1455 MIDWAY ROAD MENASHA WI 54952 7629931 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 23 23 260 0 0 7226355 7470565 0 0 68273 79131 56994 80235 7351622 7629931 5561361 5688788 0 0 1116195 1142072 0 0 603250 691747 605900 7369303 7436760 -17681 193171 11312211 11574109 5734111 5762780 5578100 5811329 X TO IMPROVE LIVES BY BRINGING DIVERSE PEOPLE TOGETHER TO BUILD A STONGER, MORE CARING COMMUNITY FOR EVERYONE. 0 0 6043206 5688788 53802 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. 193374 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. 75967 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". 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 41676 6354223 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 X 5 0 1 23 1 0 0 0 0 0 0 0 0 0 0 0 X 24 23 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WI X X PETER C KELLY 9209547210 1455 MIDWAY ROAD MENASHA WI 54952 TIM BERGSTROM 0.50 X 0 0 0 RANDY MAHONEY 3.00 X X 0 0 0 GARY NOKLEBERG 0.50 X 0 0 0 TIM PLASS 0.50 X 0 0 0 JULIE WULTERKINS 3.00 X 0 0 0 MARK WESTPHAL 0.50 X 0 0 0 JIM BEMOWSKI 0.50 X 0 0 0 TIM HIGGINS 0.50 X 0 0 0 TOM PALMER 0.50 X 0 0 0 JENNY REDMAN-SCHELL 0.50 X 0 0 0 JIM TOTZKE 3.00 X X 0 0 0 PETER KELLY 50.00 X X 126094 0 29186 KENT WILLETTS 3.00 X X 0 0 0 TIMOTHY SCHWAN 0.50 X 0 0 0 MARY PFEIFFER 0.50 X 0 0 0 DAN NEUFELDER 0.50 X 0 0 0 RICK BAHR 0.50 X 0 0 0 DIANA BUECHEL 1.00 X 0 0 0 GINIA LOVETT 3.00 X 0 0 0 ROBERT THIBAULT 0.50 X 0 0 0 BONNIE TIMM 0.50 X 0 0 0 MARY JO BUCHBERGER 2.00 X 0 0 0 SHANNON FULL 0.50 X 0 0 0 LAURA MERONK 0.50 X 0 0 0 MELANIE MILLER 0.50 X 0 0 0 VISETH MOUA 0.50 X 0 0 0 DOUGLAS COLLINS 45.00 X 47871 0 17879 173965 0 47065 1 0 1 0 0 55037 7415528 58260 7470565 32340 32340 46791 0 46791 46791 46791 SERVICE FEES 900099 53802 53802 MISCELLANEOUS 900099 26433 26433 80235 7629931 53802 0 105564 5688788 5688788 221031 89246 58459 73326 696720 283938 180748 232034 38005 17397 9713 10895 123122 36870 35295 50957 63194 26895 15831 20468 15150 15150 15169 15169 47376 15820 30427 1129 111036 13904 10718 86414 56254 26984 18809 10461 86862 40325 23044 23493 64748 22524 6643 35581 13407 5243 3701 4463 80767 34326 21403 25038 68021 28909 18025 21087 17393 2066 13820 1507 NON-PROFIT DEVELOPMENT 17040 17040 MISCELLANEOUS 12677 3948 2332 6397 7436760 6354223 479287 603250 X 937423 1876390 2950190 2478778 5083936 4896446 131066 30451 25482 14785 1704064 484581 1286504 1219483 787275 925779 110335 131997 11312211 11574109 271597 407864 5462514 5354916 5734111 5762780 X 5366983 5513047 37231 101433 173886 196849 5578100 5811329 11312211 11574109 193171 40058 0 X X 0 1 X 1 0 X 7014545 6712158 7110095 7226335 7470565 35533698 7014545 6712158 7110095 7226335 7470565 35533698 4724464 30809234 113451 70255 45907 33829 32340 295782 11205 62783 57246 56994 80235 268463 36097943 177932 0.85350 0.84840 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 1 0 0 0 1 878 0 0 878 0 EXPLANATION OF LOBBYING ACTIVITIES: PART II-B, LINE 1: 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. 329396 22963 32169 3000 381528 299046 38921 -5539 3032 329396 172679 107260 19107 299046 433399 207718 5182 635935 568180 -129162 5619 433399 0.40580 0.51590 0.07820 1 0 15000 15000 1257689 156749 1100940 431375 327832 103543 1219483 BENEFICIAL INTEREST IN ASSETS AT COMMUNITY FOUNDATION 925779 F 925779 X 6894866 40058 7968 48026 6846840 15169 767922 783091 7629931 6661637 7968 7968 6653669 15169 767922 783091 7436760 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. 1 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 64 0 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: 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. X X X 0 0 0 0 0 0 0 0 0 PETER KELLY 126094 0 0 0 0 0 0 0 29186 0 155280 0 0 0 X 1 19877 COST 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 0 1 0 NON REPORTING OF REVENUE: PART I, LINE 33: 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. 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.