UNITED WAY FOX CITIES INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- UNITED WAY FOX CITIES INC (EIN 39-0912895)
- Tax period
- 2024-04-01 to 2025-03-31
- Filed
- 2026-02-16
- IRS object ID
- 202610479349301781
- Schema version
- 2024v5.5
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-02-16T16:59:31-06:00 | ReturnTs |
| Tax Period End | 2025-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1660 OSHKOSH AVE SUITE 200 | AddressLine1Txt |
| City | OSHKOSH | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54902 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 390912895 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED WAY FOX CITIES INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIT | BusinessNameControlTxt |
| Phone | 9209547210 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1455 MIDWAY ROAD | AddressLine1Txt |
| City | MENASHA | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54952 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LISA KOGAN-PRASKA | PersonNm |
| Person Title | PRESIDENT/CEO | PersonTitleTxt |
| Phone | 9209547210 | PhoneNum |
| Signature | 2026-02-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KELCEY LEITL | PreparerPersonNm |
| PTIN | P01584977 | PTIN |
| Phone | 9202315890 | PhoneNum |
| Preparation | 2026-02-16 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | LISA KOGAN-PRASKA | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1455 MIDWAY ROAD | AddressLine1Txt |
| City | MENASHA | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54952 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $10,127,377 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.UNITEDWAYFOXCITIES.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1993 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | 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. | ActivityOrMissionDesc |
| Voting Members Governing Body | 20 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 20 | VotingMembersIndependentCnt |
| Total Employee | 55 | TotalEmployeeCnt |
| Total Volunteers | 1138 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $10,058,695 | PYContributionsGrantsAmt |
| CY Contributions Grants | $9,797,438 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $49,835 | CYProgramServiceRevenueAmt |
| PY Investment Income | $653,291 | PYInvestmentIncomeAmt |
| CY Investment Income | $184,315 | CYInvestmentIncomeAmt |
| PY Other Revenue | $107,363 | PYOtherRevenueAmt |
| CY Other Revenue | $89,577 | CYOtherRevenueAmt |
| PY Total Revenue | $10,819,349 | PYTotalRevenueAmt |
| CY Total Revenue | $10,121,165 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $8,427,352 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $7,617,592 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,232,419 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,048,844 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $643,903 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,142,113 | PYOtherExpensesAmt |
| CY Other Expenses | $895,836 | CYOtherExpensesAmt |
| PY Total Expenses | $12,801,884 | PYTotalExpensesAmt |
| CY Total Expenses | $10,562,272 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,982,535 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$441,107 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $11,741,117 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,866,959 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $5,873,388 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,427,188 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $5,867,729 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $5,439,771 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO IMPROVE LIVES BY BRINGING DIVERSE PEOPLE TOGETHER TO BUILD A STRONGER, MORE CARING COMMUNITY FOR EVERYONE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $7,036,854 | ExpenseAmt |
| Grant | $6,608,728 | GrantAmt |
| Revenue | $49,835 | RevenueAmt |
| Desc | 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 6 MILLION DOLLARS IN VARIOUS NON-PROFIT PROGRAMS AND INITIATIVES WHICH HELP TO SERVE CLOSE TO 85,000 INDIVIDUALS. UNITED WAY FOX CITIES PARTNERS WITH OTHER AGENCIES TO CREATE INITIATIVES THAT ADDRESS CRITICAL GAPS IN SERVICES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $479,661 | ExpenseAmt |
| Grant | $479,661 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | GRANT MANAGEMENT - UNITED WAY FOX CITIES SUPPORTS COMMUNITY PARTNERS, PROGRAMS AND INITIATIVES THROUGH GRANT APPLICATION AND MANAGEMENT TO ALLOW ORGANIZATIONS TO RECEIVE ADDITIONAL FUNDING AND DONATIONS WHILE WORKING TO IMPROVE THEIR COMMUNITIES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $360,000 | ExpenseAmt |
| Grant | $360,000 | GrantAmt |
| Revenue | $73,000 | RevenueAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (5 entries)
| ExpenseExpenseAmt | GrantGrantAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|---|
| $315,463 | $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. |
| $251,538 | $0 | $0 | AMERICORPS - UNITED WAY FOX CITIES' AMERICORPS PROGRAM SERVES COMMUNITIES IN CALUMET, OUTAGAMIE, WINNEBAGO AND NEIGHBORING WISCONSIN COUNTIES TO PROVIDE CAPACITY-BUILDING SERVICES TO IMPROVE PHYSICAL, MENTAL, AND SOCIAL HEALTH AND WELL-BEING THROUGHOUT THE FOX VALLEY. AMERICORPS MEMBERS SUPPORT HOST ORGANIZATIONS TO EXPAND SERVICES, ENGAGE DIVERSE POPULATIONS, AND ADVANCE HEALTH EQUITY IN OUR COMMUNITY. IN 2024-25, 16 AMERICORPS MEMBERS WERE ENROLLED TO SERVE AT 8 PARTNER ORGANIZATIONS. UNITED WAY FOX CITIES' AMERICORPS PROGRAM IS FUNDED THROUGH THE CORPORATION FOR NATIONAL AND COMMUNITY SERVICE. |
| $239,559 | $162,203 | $0 | DIAPER BANK - THE MISSION OF THE DIAPER BANK IS TO IMPROVE LIVES BY ASSISTING FAMILIES WITH DIAPER AND FAMILY HYGIENE NEEDS. |
| $196,916 | $7,000 | $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, PRIVATE SECTOR 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 A CULTURE OF HEALTH AND WELL-BEING FOR PEOPLE LIVING IN CALUMET, OUTAGAMIE, AND WINNEBAGO COUNTIES OF WISCONSIN. BE WELL FOX VALLEY WORKS TO CREATE HEALTHY LOCAL SETTINGS THAT PROMOTE HEALTHY CHOICES AND BEHAVIORS, A VIBRANT REGIONAL FOOD SYSTEM, A COHESIVE AND CONNECTED MULTI-MODAL NETWORK THAT PROVIDES TRANSPORTATION AND RECREATION, INCLUSIVE PUBLIC SPACES THAT FOSTER SOCIAL CONNECTION, AND COMMUNITY-CLINICAL PARTNERSHIPS THAT HELP PREVENT AND MANAGE CHRONIC DISEASE. |
| $47,743 | $0 | $0 | UNITED WAY FOX CITIES ENGAGES COMMUNITY MEMBERS YEAR-ROUND IN VARIOUS VOLUNTEER ACTIVITIES (E.G. DIAPER REPACKS, BOOK PACKAGING, ETC.) AND ONGOING VOLUNTEERROLES (E.G. COMMITTEES, BOARD OF DIRECTORS, DONOR NETWORKS, ETC.) DRIVING COMMUNITY IMPACT THROUGH VOLUNTEER ENGAGEMENT ACTIVITIES. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,051,219 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $169,203 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $0 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $8,927,734 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 21 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 55 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 20 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 20 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LISA KOGAN-PRASKA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9209547210 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1455 MIDWAY ROAD | AddressLine1Txt |
| City | MENASHA | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54952 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (23 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|
| KIM BASSETT | ||||||||
| CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| DUSTIN MCCLONE | ||||||||
| PAST CHAIR | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| WENDY ROSPLOCH | ||||||||
| VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| SUE VANDEN BROEK | ||||||||
| SECRETARY | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| AMY VAN STRATEN | ||||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| RYAN BATLEY | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| JOHN BERE | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| RAYON BROWN | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| KATI BRUMLIC | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| BEN BRUNS | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| TIM HOFF | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| MIKE KESSENICH | ||||||||
| DIRECTOR - AS OF 8/2024 | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| NATHAN LEITERITZ | ||||||||
| DIRECTOR - AS OF 6/2024 | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| PENNY RANSOM | ||||||||
| DIRECTOR - AS OF 8/2024 | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| MIKE RIEGSECKER | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| JAKE RUATTI | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| BRENTON TEELING | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| TIM VAN HIMBERGEN | ||||||||
| DIRECTOR - AS OF 6/2024 | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| TAMI VAN STRATEN | ||||||||
| DIRECTOR - AS OF 6/2024 | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| DAVID VOSS III | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| LISA KOGAN-PRASKA | ||||||||
| PRESIDENT/CEO | 50.00 | Yes (X) | $167,708 | $0 | $6,198 | |||
| WENDY KRUEGER | ||||||||
| CHIEF OPERATING OFFICER | 45.00 | $116,802 | $0 | $29,618 | Yes (X) | |||
| PETER C KELLY | ||||||||
| PRESIDENT/CEO - FORMER | 0.00 | $292,667 | $0 | $0 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $577,177 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $35,816 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $68,981 | FederatedCampaignsAmt |
| Government Grants | $651,927 | GovernmentGrantsAmt |
| All Other Contributions | $9,076,530 | AllOtherContributionsAmt |
| Noncash Contributions | $784 | NoncashContributionsAmt |
| Total Contributions | $9,797,438 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SERVICE FEES | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $49,835 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $49,835 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $49,835 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $76,757 | TotalRevenueColumnAmt |
| Exclusion | $76,757 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $112,770 | SecuritiesAmt |
| Other | $1,000 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | $6,212 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $112,770 | SecuritiesAmt |
| Other | -$5,212 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $107,558 | TotalRevenueColumnAmt |
| Exclusion | $107,558 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| PROGRAM REIMBURSEMENT | 900009 | $73,000 | $73,000 | |
| MISCELLANEOUS | 900099 | $16,577 | $16,577 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $89,577 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,121,165 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $122,835 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $200,892 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,617,592 | TotalAmt |
| Program Services | $7,617,592 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $183,024 | TotalAmt |
| Program Services | $91,512 | ProgramServicesAmt |
| Management And General | $91,512 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $292,667 | TotalAmt |
| Management And General | $292,667 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,173,328 | TotalAmt |
| Program Services | $758,081 | ProgramServicesAmt |
| Management And General | $149,469 | ManagementAndGeneralAmt |
| Fundraising | $265,778 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,742 | TotalAmt |
| Program Services | $19,453 | ProgramServicesAmt |
| Management And General | $12,789 | ManagementAndGeneralAmt |
| Fundraising | $7,500 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $200,589 | TotalAmt |
| Program Services | $97,868 | ProgramServicesAmt |
| Management And General | $39,621 | ManagementAndGeneralAmt |
| Fundraising | $63,100 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $159,494 | TotalAmt |
| Program Services | $73,207 | ProgramServicesAmt |
| Management And General | $62,826 | ManagementAndGeneralAmt |
| Fundraising | $23,461 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,702 | TotalAmt |
| Management And General | $38,702 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,054 | TotalAmt |
| Management And General | $30,054 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $156,757 | TotalAmt |
| Program Services | $64,760 | ProgramServicesAmt |
| Management And General | $83,196 | ManagementAndGeneralAmt |
| Fundraising | $8,801 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $86,084 | TotalAmt |
| Program Services | $10,615 | ProgramServicesAmt |
| Management And General | $18,213 | ManagementAndGeneralAmt |
| Fundraising | $57,256 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,808 | TotalAmt |
| Program Services | $25,450 | ProgramServicesAmt |
| Management And General | $5,857 | ManagementAndGeneralAmt |
| Fundraising | $10,501 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $87,900 | TotalAmt |
| Program Services | $37,748 | ProgramServicesAmt |
| Management And General | $27,992 | ManagementAndGeneralAmt |
| Fundraising | $22,160 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $98,862 | TotalAmt |
| Program Services | $2,759 | ProgramServicesAmt |
| Management And General | $4,763 | ManagementAndGeneralAmt |
| Fundraising | $91,340 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,293 | TotalAmt |
| Program Services | $892 | ProgramServicesAmt |
| Management And General | $10,685 | ManagementAndGeneralAmt |
| Fundraising | $716 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $117,746 | TotalAmt |
| Program Services | $55,119 | ProgramServicesAmt |
| Management And General | $34,317 | ManagementAndGeneralAmt |
| Fundraising | $28,310 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $104,551 | TotalAmt |
| Program Services | $49,140 | ProgramServicesAmt |
| Management And General | $30,843 | ManagementAndGeneralAmt |
| Fundraising | $24,568 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,488 | TotalAmt |
| Program Services | $4,358 | ProgramServicesAmt |
| Management And General | $30,114 | ManagementAndGeneralAmt |
| Fundraising | $2,016 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| LICENSING | $57,629 | $11,184 | $23,009 | $23,436 |
| MISCELLANEOUS | $14,862 | $2,652 | -$27 | $12,237 |
| SUPPLIES | $8,661 | $4,684 | $2,479 | $1,498 |
| DUES AND SUBSCRIPTIONS | $3,439 | $660 | $1,554 | $1,225 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,562,272 | TotalAmt |
| Program Services | $8,927,734 | ProgramServicesAmt |
| Management And General | $990,635 | ManagementAndGeneralAmt |
| Fundraising | $643,903 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Joint Costs | Yes (X) | JointCostsInd |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $651,249 | BOYAmt |
| EOY | $1,654,373 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,040 | BOYAmt |
| EOY | $63,036 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,667,676 | BOYAmt |
| EOY | $3,524,872 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $613,928 | BOYAmt |
| EOY | $640,429 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $161,418 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,180 | BOYAmt |
| EOY | $24,870 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,029,448 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,085,455 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,050,472 | BOYAmt |
| EOY | $943,993 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,206,019 | BOYAmt |
| EOY | $4,015,386 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $302,135 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,741,117 | BOYAmt |
| EOY | $10,866,959 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,001,798 | BOYAmt |
| EOY | $680,880 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,871,590 | BOYAmt |
| EOY | $4,746,308 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,873,388 | BOYAmt |
| EOY | $5,427,188 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,221,492 | BOYAmt |
| EOY | $3,719,123 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,646,237 | BOYAmt |
| EOY | $1,720,648 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,867,729 | BOYAmt |
| EOY | $5,439,771 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,741,117 | BOYAmt |
| EOY | $10,866,959 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$441,107 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $13,149 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,172,044 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,930,381 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,051,106 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,058,695 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,797,438 | CurrentTaxYearAmt |
| Total | $50,009,664 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,172,044 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,930,381 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,051,106 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,058,695 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,797,438 | CurrentTaxYearAmt |
| Total | $50,009,664 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $10,108,413 | SubstantialContributorsTotAmt |
| Public Support Total170 | $39,901,251 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $140,402 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $149,248 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $152,649 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $127,629 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $76,757 | CurrentTaxYearAmt |
| Total | $646,685 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $18,830 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $20,344 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $30,273 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $41,488 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,577 | CurrentTaxYearAmt |
| Total | $127,512 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $50,783,861 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $316,448 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.78570 | PublicSupportCY170Pct |
| Public Support PY170 | 0.80110 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | MISCELLANEOUS - 2020 AMOUNT: $ 18,830. 2021 AMOUNT: $ 20,344. 2022 AMOUNT: $ 30,273. 2023 AMOUNT: $ 41,488. 2024 AMOUNT: $ 16,577. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,446,569 | BeginningYearBalanceAmt |
| Contributions | $37,500 | ContributionsAmt |
| Investment Earnings Or Losses | $109,340 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $14,046 | OtherExpendituresAmt |
| End Year Balance | $1,579,363 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,226,510 | BeginningYearBalanceAmt |
| Contributions | $32,500 | ContributionsAmt |
| Investment Earnings Or Losses | $200,206 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $12,647 | OtherExpendituresAmt |
| End Year Balance | $1,446,569 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,274,571 | BeginningYearBalanceAmt |
| Contributions | $45,000 | ContributionsAmt |
| Investment Earnings Or Losses | -$81,568 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $11,493 | OtherExpendituresAmt |
| End Year Balance | $1,226,510 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,226,876 | BeginningYearBalanceAmt |
| Contributions | $41,629 | ContributionsAmt |
| Investment Earnings Or Losses | $17,545 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $11,479 | OtherExpendituresAmt |
| End Year Balance | $1,274,571 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $879,656 | BeginningYearBalanceAmt |
| Contributions | $38,350 | ContributionsAmt |
| Investment Earnings Or Losses | $318,643 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $9,773 | OtherExpendituresAmt |
| End Year Balance | $1,226,876 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.20850 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.48580 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.30570 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $15,000 | OtherCostOrOtherBasisAmt |
| Book Value | $15,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,368,927 | OtherCostOrOtherBasisAmt |
| Depreciation | $586,019 | DepreciationAmt |
| Book Value | $782,908 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $645,521 | OtherCostOrOtherBasisAmt |
| Depreciation | $499,436 | DepreciationAmt |
| Book Value | $146,085 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $943,993 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BENEFICIAL INTEREST IN ASSETS AT COMMUNITY FOUNDATION | Desc |
| Book Value | $4,015,386 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $4,015,386 | TotalBookValueSecuritiesAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $9,419,405 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $13,149 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $17,725 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $30,874 | RevenueNotReportedAmt |
| Revenue Subtotal | $9,388,531 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $30,054 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $702,580 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $732,634 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $10,121,165 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $9,847,363 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $17,725 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $5,212 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $22,937 | ExpensesNotReportedAmt |
| Expenses Subtotal | $9,824,426 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $30,054 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $707,792 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $737,846 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $10,562,272 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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, 2025. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | ALLOCATIONS FUNDED THROUGH DESIGNATIONS 707,792. LOSS ON SALE OF ASSETS INCLUDED ON PART VIII, LINE 7D -5,212. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | LOSS ON SALE OF ASSETS INCLUDED ON PART VIII, LINE 7D 5,212. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | ALLOCATIONS FUNDED THROUGH DESIGNATIONS 707,792. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (51 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|---|---|---|---|---|---|
| ADVOCAP INC | ||||||||||
| 19 W 1ST ST | FOND DU LAC | WI | 54936 | 391053365 | 501(C)3 | $55,934 | $0 | PROGRAM OPERATING COSTS | ||
| AMERICAN RED CROSS NORTHEAST WI CHAPTER | ||||||||||
| 515 S WASHBURN ST STE 201 | OSHKOSH | WI | 54901 | 530196605 | 501(C)3 | $65,708 | $0 | PROGRAM OPERATING COSTS | ||
| APPLETON PUBLIC LIBRARY | ||||||||||
| 100 N APPLETON ST | APPLETON | WI | 54911 | 396005381 | 501(C)3 | $7,467 | $0 | PROGRAM OPERATING COSTS | ||
| BIG BROTHERS BIG SISTERS OF EAST CENTRAL WISCONSIN | ||||||||||
| 1331 AMERICAN DR | NEENAH | WI | 54956 | 396103907 | 501(C)3 | $336,740 | $0 | PROGRAM OPERATING COSTS | ||
| BOYS & GIRLS BRIGADE ASSOCIATION INC | ||||||||||
| 109 W COLUMBIAN AVE | NEENAH | WI | 54956 | 390813396 | 501(C)3 | $50,000 | $0 | PROGRAM OPERATING COSTS | ||
| BOYS & GIRLS CLUB OF THE FOX VALLEY | ||||||||||
| 160 S BADGER AVE | APPLETON | WI | 54914 | 391225709 | 501(C)3 | $427,220 | $0 | PROGRAM OPERATING COSTS | ||
| BRIDGES CHILD ENRICHMENT CENTER | ||||||||||
| 803 E COLLEGE AVE | APPLETON | WI | 54911 | 391340963 | 501(C)3 | $160,359 | $0 | PROGRAM OPERATING COSTS | ||
| CAP SERVICES | ||||||||||
| 17 PARK PLACE STE 950 | APPLETON | WI | 54914 | 391080897 | 501(C)3 | $186,485 | $0 | PROGRAM OPERATING COSTS | ||
| CASA OF THE FOX CITIES | ||||||||||
| 1500 N CASALOMA DR STE 200 | APPLETON | WI | 54913 | 460740362 | 501(C)3 | $74,735 | $0 | PROGRAM OPERATING COSTS | ||
| CATALPA | ||||||||||
| 4635 W COLLEGE AVE | APPLETON | WI | 54914 | 390812532 | 501(C)3 | $247,080 | $0 | PROGRAM OPERATING COSTS | ||
| CATALPA - PATH | ||||||||||
| 4635 W COLLEGE AVE | APPLETON | WI | 54914 | 390812532 | 501(C)3 | $265,000 | $0 | PROGRAM OPERATING COSTS | ||
| CATHOLIC FOUNDATION FOR THE DIOCESE OF GREEN BAY | ||||||||||
| 214 E SUMMER ST | APPLETON | WI | 54911 | 390808438 | 501(C)3 | $90,666 | $0 | PROGRAM OPERATING COSTS | ||
| CHILDCARE RESOURCE & REFERRAL CENTER | ||||||||||
| 1001 W KENNEDY AVE | KIMBERLY | WI | 54136 | 391606155 | 501(C)3 | $84,235 | $0 | PROGRAM OPERATING COSTS | ||
| CHRISTINE ANN DOMESTIC ABUSE SERVICES INC | ||||||||||
| 1416 S COMMERCIAL ST STE A | NEENAH | WI | 54956 | 391441770 | 501(C)3 | $98,198 | $0 | PROGRAM OPERATING COSTS | ||
| COMMUNITY EARLY LEARNING CENTER | ||||||||||
| 313 S STATE ST | APPLETON | WI | 54911 | 471117143 | 501(C)3 | $15,000 | $0 | PROGRAM OPERATING COSTS | ||
| COMMUNITY FAMILY RESOURCE CENTERS INC | ||||||||||
| 330 W HICKORY ST | SEYMOUR | WI | 54165 | 396017468 | 501(C)3 | $32,000 | $0 | PROGRAM OPERATING COSTS | ||
| COVEY INC | ||||||||||
| 363 BROAD ST STE 120 | OSHKOSH | WI | 54903 | 396026845 | 501(C)3 | $21,398 | $0 | PROGRAM OPERATING COSTS | ||
| FAMILY SERVICES OF NORTHEAST WISCONSIN | ||||||||||
| 1810 APPLETON RD | MENASHA | WI | 54952 | 390827320 | 501(C)3 | $514,129 | $0 | PROGRAM OPERATING COSTS | ||
| FAMILY SERVICES OF NORTHEAST WISCONSIN - PATH | ||||||||||
| 1810 APPLETON RD | MENASHA | WI | 54952 | 390827320 | 501(C)3 | $110,000 | $0 | PROGRAM OPERATING COSTS | ||
| FOX VALLEY DATA EXCHANGE | ||||||||||
| 1455 MIDWAY RD | MENASHA | WI | 54952 | 931833200 | 501(C)3 | $25,000 | $0 | PROGRAM OPERATING COSTS | ||
| FOX VALLEY LITERACY COUNCIL INC | ||||||||||
| 130 E FRANKLIN ST | APPLETON | WI | 54911 | 391682277 | 501(C)3 | $110,476 | $0 | PROGRAM OPERATING COSTS | ||
| FOX VALLEY MEMORY PROJECT | ||||||||||
| 1800 APPLETON RD | MENASHA | WI | 54952 | 391242451 | 501(C)3 | $84,250 | $0 | PROGRAM OPERATING COSTS | ||
| FRIENDSHIP PLACE | ||||||||||
| 220 N COMMERCIAL ST | NEENAH | WI | 54956 | 392029900 | 501(C)3 | $117,298 | $0 | PROGRAM OPERATING COSTS | ||
| GIRL SCOUTS OF THE NORTHWEST GREAT LAKES | ||||||||||
| 4693 N LYNNDALE DR | APPLETON | WI | 54913 | 390816897 | 501(C)3 | $120,504 | $0 | PROGRAM OPERATING COSTS | ||
| GOODWILL INDUSTRIES OF NORTH CENTRAL WISCONSIN INC | ||||||||||
| 1800 APPLETON RD | MENASHA | WI | 54952 | 391144913 | 501(C)3 | $164,819 | $0 | PROGRAM OPERATING COSTS | ||
| GREAT RIVERS UNITED WAY | ||||||||||
| 1855 E MAIN ST | ONALASKA | WI | 54650 | 390848188 | 501(C)3 | $12,500 | $0 | PROGRAM OPERATING COSTS | ||
| HARBOR HOUSE DOMESTIC ABUSE PROGRAM | ||||||||||
| 720 W FIFTH ST | APPLETON | WI | 54914 | 391870927 | 501(C)3 | $313,294 | $0 | PROGRAM OPERATING COSTS | ||
| LEGAL ACTION OF WISCONSIN | ||||||||||
| 201 W WALNUT ST STE 203 | GREEN BAY | WI | 54303 | 391077192 | 501(C)3 | $70,875 | $0 | PROGRAM OPERATING COSTS | ||
| LUTHERAN SOCIAL SERVICES OF WISCONSIN & UPPER MICHIGAN | ||||||||||
| 3003 N RICHMOND ST STE A | APPLETON | WI | 54911 | 390816846 | 501(C)3 | $18,542 | $0 | PROGRAM OPERATING COSTS | ||
| MULTICULTURAL COALITION | ||||||||||
| 333 1ST ST STE D | MENASHA | WI | 54952 | 873466580 | 501(C)3 | $63,949 | $0 | PROGRAM OPERATING COSTS | ||
| NEW MENTAL HEALTH CONNECTION | ||||||||||
| PO BOX 374 | APPLETON | WI | 54912 | 452657700 | 501(C)3 | $75,850 | $0 | PROGRAM OPERATING COSTS | ||
| NAHBRS | ||||||||||
| 3020 E WINSLOW AVE | APPLETON | WI | 54911 | 391652869 | 501(C)3 | $20,000 | $0 | PROGRAM OPERATING COSTS | ||
| NAMI - FOX VALLEY | ||||||||||
| 516 W 6TH ST | APPLETON | WI | 54911 | 391545497 | 501(C)3 | $123,744 | $0 | PROGRAM OPERATING COSTS | ||
| CITY OF MENASHA PUBLIC HEALTH DEPARTMENT | ||||||||||
| 100 MAIN ST | MENASHA | WI | 54952 | 391471332 | GOVT | $53,306 | $0 | PROGRAM OPERATING COSTS | ||
| NEENAH-MENASHA DIAL A RIDE | ||||||||||
| 211 WALNUT ST | NEENAH | WI | 54956 | 396005543 | 501(C)3 | $8,000 | $0 | PROGRAM OPERATING COSTS | ||
| NEW HMONG PROFESSIONALS INC | ||||||||||
| 1444 E NORTHLAND AVE | APPLETON | WI | 54911 | 870901410 | 501(C)3 | $27,498 | $0 | PROGRAM OPERATING COSTS | ||
| NON-PROFIT LEADERSHIP INITIATIVE | ||||||||||
| 4455 W LAWRENCE ST | APPLETON | WI | 54914 | 391548450 | 501(C)3 | $25,000 | $0 | PROGRAM OPERATING COSTS | ||
| PARTNERSHIP COMMUNITY HEALTH CENTER | ||||||||||
| 1814 APPLETON RD | MENASHA | WI | 54952 | 391884820 | 501(C)3 | $150,377 | $0 | PROGRAM OPERATING COSTS | ||
| PEOPLE OF PROGRESSION | ||||||||||
| 611 N LYNNDALE DR STE 140 | APPLETON | WI | 54914 | 853915989 | 501(C)3 | $128,376 | $0 | PROGRAM OPERATING COSTS | ||
| PILLARS | ||||||||||
| 605 E HANCOCK ST | APPLETON | WI | 54911 | 391582471 | 501(C)3 | $328,752 | $0 | PROGRAM OPERATING COSTS | ||
| REACH COUNSELING SERVICES INC | ||||||||||
| 1370 S COMMERCIAL ST | NEENAH | WI | 54956 | 391292277 | 501(C)3 | $254,111 | $0 | PROGRAM OPERATING COSTS | ||
| REBUILDING TOGETHER FOX VALLEY | ||||||||||
| 100 W COLLEGE AVE | APPLETON | WI | 54911 | 392013200 | 501(C)3 | $30,000 | $0 | PROGRAM OPERATING COSTS | ||
| SAMARITAN COUNSELING CENTER OF THE FOX VALLEY INC | ||||||||||
| 1205 PROVINCE TER | MENASHA | WI | 54952 | 391214216 | 501(C)3 | $98,609 | $0 | PROGRAM OPERATING COSTS | ||
| SOAR FOX CITIES INC | ||||||||||
| 375 WINNEBAGO AVE | MENASHA | WI | 54952 | 753202931 | 501(C)3 | $288,544 | $0 | PROGRAM OPERATING COSTS | ||
| THE CITY OF APPLETON | ||||||||||
| 100 N APPLETON ST | APPLETON | WI | 54911 | 396005381 | GOVT | $37,503 | $0 | PROGRAM OPERATING COSTS | ||
| VILLA HOPE INC | ||||||||||
| 613 N DIVISION ST | APPLETON | WI | 54911 | 237088971 | 501(C)3 | $18,724 | $0 | PROGRAM OPERATING COSTS | ||
| VIVENT HEALTH | ||||||||||
| 103 E WASHINGTON ST | APPLETON | WI | 54911 | 391534049 | 501(C)3 | $66,848 | $0 | PROGRAM OPERATING COSTS | ||
| VPI INC | ||||||||||
| 110 N KENSINGTON DR | APPLETON | WI | 54915 | 390921632 | 501(C)3 | $375,071 | $0 | PROGRAM OPERATING COSTS | ||
| YMCA FOX CITIES | ||||||||||
| 218 E LAWRENCE ST | APPLETON | WI | 54911 | 390806191 | 501(C)3 | $570,671 | $0 | PROGRAM OPERATING COSTS | ||
| YOUTHGO INC | ||||||||||
| 213 NICOLET BLVD | NEENAH | WI | 54956 | 391137233 | 501(C)3 | $218,910 | $0 | PROGRAM OPERATING COSTS | ||
| JAKES NETWORK OF HOPE | ||||||||||
| 110 N KENSINGTON DR | APPLETON | WI | 54915 | 463062817 | 501(C)3 | $0 | $129,414 | DIAPERS, FEM CARE, AND INCONTINENCE SUPPLIES | FMV | DIAPERS, FEM CARE, AND INCONTINENCE SUPPLIES |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 51 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PETER C KELLY | ||||||||||||||
| PRESIDENT/CEO - FORMER | $0 | $0 | $0 | $0 | $292,667 | $0 | $0 | $0 | $0 | $0 | $292,667 | $0 | $292,667 | $0 |
| LISA KOGAN-PRASKA | ||||||||||||||
| PRESIDENT/CEO | $167,708 | $0 | $0 | $0 | $0 | $0 | $2,625 | $0 | $3,573 | $0 | $173,906 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 4B | FormAndLineReferenceDesc |
| Explanation | PETER C KELLY RECEIVED A DISTRIBUTION IN 2024 FROM A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN IN THE AMOUNT OF $292,667. THE AMOUNT WAS INCLUDED AS TAXABLE COMPENSATION ON IN THE INDIVIDUAL'S W-2. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 THE 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 FORM 990, THE ORGANIZATION WILL ELECTRONICALLY SUBMIT IT TO THE BOARD OF DIRECTORS FOR REVIEW. THE BOARD OF DIRECTORS MAY SUBMIT QUESTIONS 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 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 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. |