2012-08-03T13:42:33-05:00 2011-12-31 391173131 SCHENCK SC PO BOX 23819 GREEN BAY WI 543053819 990 2011-01-01 390912895 UNITED WAY FOX CITIES INC UNIT 9209547210 1455 MIDWAY ROAD MENASHA WI 54952 PETER KELLY 9209547210 2012-07-26 1 MARY VANDENBUSCH P00640456 9204367800 2012-07-26 2011 2016-02-24 21:20:13Z PETER KELLY 1455 MIDWAY ROAD MENASHA WI 54952 7351622 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. 25 24 22 245 0 0 7110095 7226355 0 0 69183 68273 57246 56994 7236524 7351622 5138002 5561361 0 0 1144951 1116195 0 0 638030 579432 691747 6862385 7369303 374139 -17681 11146589 11312211 5503340 5734111 5643249 5578100 X TO IMPROVE LIVES BY BRINGING DIVERSE PEOPLE TOGETHER TO BUILD A STONGER, MORE CARING COMMUNITY FOR EVERYONE. 0 0 5920884 5561361 49530 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 1650 HOURS OF THEIR TIME THROUGHOUT THE YEAR. IN 2011, UNITED WAY FOX CITIES INVESTED 5.1 MILLION DOLLARS IN VARIOUS NON-PROFIT PROGRAMS AND INITIATIVES WHICH HELPED TO SERVE OVER 130,000 INDIVIDUALS. 197735 UNITED WAY 2-1-1 CONNECTS RESIDENTS OF TEN COUNTIES NEEDING INFORMATION OR ASSISTANCE WITH THE APPROPRIATE COMMUNITY SERVICE OR ORGANIZATION. 2-1-1 SERVES AS A HUB IN TIMES OF DISASTER BY PROVIDING INFORMATION DURING RECOVERY AND RELIEF EFFORTS. IN 2011, A TOTAL OF 12,597 CALLS WERE HANDLED, AND CALL SPECIALISTS MADE 22,818 REFERRALS. 211NOW.ORG HAD OVER 118,800 VISITORS. REQUESTS FOR BASIC NEEDS SERVICES OF FOOD, CLOTHING, SHELTER AND TRANSPORTATION RESULTED IN 41% OF THE TOTAL CALL VOLUME. THE NEEDS EXPRESSED BY 12% OF CALLERS FELL WITHIN THE AREA OF HEALTH CARE. 79171 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 2011, 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". 5473 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 2011, UNITED WAY FOX CITIES ASSISTED IN THE DISTRIBUTION OF $40,988 TO LOCAL AGENCIES THAT ADDRESS EMERGENCY NEEDS 29560 UNITED WAY FOX CITIES' YOUTH BOARD IS COMPOSED OF 64 STUDENT MEMBERS FROM NINE 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 2011, THEY AWARDED $4,000 IN GRANTS. IN ADDITION TO PERFORMING COMMUNITY SERVICE, YOUTH BOARD MEMBERS HELPED TO COORDINATE AND CARRYOUT A SUCCESSFUL TEEN SYMPOSIUM THAT ATTRACTED 250 NINTH GRADERS FROM 15 AREA HIGH SCHOOLS. THE FOCUS OF THE DAYLONG EVENT WAS ON LEADERSHIP SKILL DEVELOPMENT. 82534 OTHER MISCELLANEOUS 117567 6315357 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 0 1 X 5 0 1 22 1 0 0 0 0 0 0 0 0 0 0 0 X 25 24 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WI X X PETER C KELLY 9209547210 1455 MIDWAY ROAD MENASHA WI 54952 TIM BERGSTROM 0.50 X 0 0 0 RANDY MAHONEY 0.50 X 0 0 0 TIM SHORT 2.00 X X 0 0 0 GARY NOKLEBERG 0.50 X 0 0 0 SHARON HULCE 0.50 X 0 0 0 BOB KREIDER 1.00 X X 0 0 0 TIM PLASS 0.50 X 0 0 0 BOBBIE SCHMIDT 0.50 X 0 0 0 JULIE WULTERKINS 2.00 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 1.00 X X 0 0 0 PETER KELLY 50.00 X X 123012 0 27596 KENT WILLETTS 0.50 X 0 0 0 TIMOTHY SCHWAN 0.50 X 0 0 0 MARY PFEIFFER 0.50 X 0 0 0 DAN NEUFELDER 2.00 X 0 0 0 RICK BAHR 0.50 X 0 0 0 DIANA BUECHEL 0.50 X 0 0 0 GINIA LOVETT 0.50 X 0 0 0 ROBERT THIBAULT 0.50 X 0 0 0 BONNIE TIMM 0.50 X 0 0 0 DOUGLAS COLLINS 42.00 X 45369 0 14130 168381 0 41726 1 0 1 0 0 52451 7173904 73157 7226355 33829 33829 34444 0 34444 34444 34444 SERVICE FEES 900099 49530 49530 MISCELLANEOUS 900099 7464 7464 56994 7351622 49530 0 75737 5561361 5561361 210107 85272 50324 74511 647528 262444 154689 230395 45339 19220 10125 15994 154885 57318 35218 62349 58336 25864 12362 20110 14450 14450 15549 15549 72501 57422 10716 4363 119803 15044 11805 92954 134719 90883 25846 17990 82652 33969 23179 25504 56443 24387 3117 28939 6070 2979 833 2258 1787 679 482 626 72188 27540 19547 25101 72306 27477 19522 25307 17443 6629 4709 6105 MISCELLANEOUS 25836 16869 3443 5524 7369303 6315357 415916 638030 X 125 937423 3741205 2950190 5183164 5083936 15674 131066 13683 25482 1703064 416560 1325876 1286504 764982 787275 101880 110335 11146589 11312211 248608 271597 5055001 5462514 199731 5503340 5734111 X 5446855 5366983 61429 37231 134965 173886 5643249 5578100 11146589 11312211 X -17681 -47468 X X 0 1 1 X 0 X 7870797 7014545 6712158 7110095 7226335 35933930 7870797 7014545 6712158 7110095 7226335 35933930 4908621 31025309 166517 113451 70255 45907 33829 429959 15937 11205 62783 57246 56994 204165 36568054 376169 0.84840 0.84550 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 4240 0 0 4240 0 EXPLANATION OF OTHER LOBBYING ACTIVITIES: PART II-B, LINE 1I: DUE TO POSSIBLE LOSS OF FEDERAL FUNDING FOR PUBLIC TRANSIT, ADVOCATED FOR SUPPORT OF GRIGSBY-BERNARD SCHABER AMENDMENT TO THE 2011 BUDGET REPAIR BILL WHICH ENSURED COLLECTIVE BARGAINING RIGHTS FOR TRANSIT WORKERS. ADVOCATED FOR SENATE RESOLUTION 241 TO DESIGNATE NOVEMBER 16, 2011 AS "NATIONAL INFORMATION & REFERRAL SERVICES DAY." ADVOCATED IN SUPPORT OF PRESERVING CURRENT CHARITABLE GIVING INCENTIVES CONTAINED IN THE FEDERAL TAX CODE. ADVOCATED FOR FUNDING HEAD START, EARLY HEAD START, CHILD CARE DEVELOPMENT BLOCK GRANT, AND EARLY LEARNING CHALLENGE GRANT. ADVOCATED IN SUPPORT OF RESTORING EMERGENCY FOOD AND SHELTER PROGRAM FUNDING TO $200M AND IMMEDIATE RELEASE OF FUNDS. 299046 38921 -5539 3032 329396 172679 107260 19107 299046 433399 207718 5182 635935 568180 -129162 5619 433399 0.43340 0.52790 0.03870 1 0 15000 15000 1257689 124817 1132872 430375 291743 138632 1286504 BENEFICIAL INTEREST IN ASSETS AT COMMUNITY FOUNDATION 787275 F 787275 7351622 7369303 -17681 -47468 -47468 -65149 6607098 -47468 9938 -37530 6644628 15549 691445 706994 7351622 6672247 9938 9938 6662309 15549 691445 706994 7369303 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: UNITED WAY FOX CITIES, INC. IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. HOWEVER, INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE ORGANIZATION'S TAX-EXEMPT PURPOSE IS SUBJECT TO TAXATION ON UNRELATED BUSINESS INCOME. IN ADDITION, THE ORGANIZATION QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A) AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION 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, 2011. THE ORGANIZATIONS 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 XII, LINE 4B - OTHER ADJUSTMENTS: ALLOCATIONS FUNDED THROUGH DESIGNATIONS 691,445. PART XIII, LINE 4B - OTHER ADJUSTMENTS: ALLOCATIONS FUNDED THROUGH DESIGNATIONS 691,445. 1 ADVOCAP INC 181 E NORTH WATER STREET NEENAH WI 54956 391053365 39349 PROGRAM OPERATING COST AIDS RESOURCE CENTER OF WISCONSIN INC 103 E WASHINGTON STREET APPLETON WI 54911 391534049 62888 PROGRAM OPERATING COST AMERICAN CANCER SOCIETY WISCONSIN 3311 PACKERLAND DRIVE GREEN BAY WI 541159552 390807043 29558 DONOR DESIGNATED FOR GENERAL SUPPORT AMERICAN RED CROSS OF EAST CENTERAL WI - CHAPTER 181 EAST NORTH WATER STREET NEENAH WI 54956 390906199 30179 PROGRAM OPERATING COST AMERICAN RED CROSS - OUTAGAMIE COUNTY CHAPTER 1302 EAST WISCONSIN AVE APPLETON WI 54911 390806288 97701 PROGRAM OPERATING COST APPLETON AREA SCHOOL DISTRICT 122 EAST COLLEGE AVE APPLETON WI 54911 396000710 19888 PROGRAM OPERATING COST BEST FRIENDS OF NEENAH-MENASHA INC 181 E NORTH WATER STREET NEENAH WI 54956 391260017 148181 PROGRAM OPERATING COST BIG BROTHERS BIG SISTERS OF THE FOX VALLEY REGION INC 117 SOUTH LOCUST STREET APPLETON WI 54914 396103907 179000 PROGRAM OPERATING COST BOY SCOUTS OF AMERICA - BAY LAKES COUNCIL 2555 NORTHERN ROAD APPLETON WI 54912 396046971 46187 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 117 SOUTH LOCUST STREET APPLETON WI 54914 391225709 269762 PROGRAM OPERATING COST CAP SERVICES INC 17 PARK PLACE STE 950 APPLETON WI 54914 391080897 86392 PROGRAM OPERATING COST CATHOLIC CHARITIES DIOCESE OF GREEN BAY INC 214 E SUMMER ST APPLETON WI 54911 390808438 139924 PROGRAM OPERATING COST CATHOLIC CHARITIES DIOCESE OF GREEN BAY INC - SCHOOL BASED MENTAL INITIA 216 E SUMMER ST APPLETON WI 54911 390808438 250000 PROGRAM OPERATING COST CEREBRAL PALSY OF MIDEAST WI INC 36 BROAD STREET SUITE 120 OSHKOSH WI 54903 396026845 42666 PROGRAM OPERATING COST CHILD CARE RESOURCE & REFERRAL INC 1165 APPLETON ROAD MENASHA WI 54952 391606155 75702 PROGRAM OPERATING COST CHRISTINE ANN DOMESTIC ABUSE SERVICES INC 1215 DOCTORS DRIVE NEENAH WI 54956 391441770 104035 PROGRAM OPERATING COST COMMUNITY FAMILY RESOURCE CENTERS 308 EAST BURDICK ST BLACK CREEK WI 54106 396017468 17608 PROGRAM OPERATING COST EMERGENCY SHELTER OF THE FOX VALLEY INC 400 NORTH DIVISION STREET APPLETON WI 54911 391447152 142856 PROGRAM OPERATING COST FAMILY SERVICE OF NE WI 1810 APPLETON ROAD MENASHA WI 54952 390827320 275199 PROGRAM OPERATING COST FINANCIAL INFORMATION AND SERVICE CENTER INC (FISC) 1800 APPLETON ROAD MENASHA WI 54952 396698981 198857 PROGRAM OPERATING COST FOX CITIES COMMUNITY HEALTH CENTER 1814 APPLETON ROAD MENASHA WI 54952 391884820 95000 PROGRAM OPERATING COST FOX VALLEY CHILDREN'S MENTAL HEALTH CENTER 1820 APPLETON ROAD MENASHA WI 54952 390812532 75000 PROGRAM OPERATING COST FOX VALLEY LITERACY COALITION INC 103 E WASHINGTON STREET APPLETON WI 54911 391682277 76523 PROGRAM OPERATING COST FREEDOM LIFE SKILLS INC 200 PACKERLAND DRIVE STE B GREEN BAY WI 54303 421721848 5000 PROGRAM OPERATING COST FRIENDSHIP PLACE 220 NORTH COMMERCIAL STREET NEENAH WI 54956 392029900 95900 PROGRAM OPERATING COST GIRL SCOUTS OF THE NORTHWEST GREAT LAKES INC 4693 N LYNNDALE DRIVE APPLETON WI 54913 390816897 154925 PROGRAM OPERATING COST HARBOR HOUSE DOMESTIC ABUSE PROGRAMS INC 720 W FIFTH STREET APPLETON WI 54914 391870927 133000 PROGRAM OPERATING COST HMONG-AMERICAN PARTNERSHIP FOX VALLEY INC 2198 S MEMORIAL DRIVE APPLETON WI 54915 391378632 146781 PROGRAM OPERATING COST HOUSING PARTNERSHIP OF THE FOX CITIES 607 EAST HANCOCK STREET APPLETON WI 54911 391582471 22000 PROGRAM OPERATING COST LEGAL ACTION OF WISCONSIN 201 WEST WALNUT ST SUITE 203 GREEN BAY WI 54303 391077192 38874 PROGRAM OPERATING COST LUTHERAN SOCIAL SERVICES OF WISCONSIN & UPPER MICHIGAN INC 3003A NORTH RICHMOND STREET APPLETON WI 54911 390816846 229328 PROGRAM OPERATING COST MOTHER AND UNBORN BABY CARE INC 526 W WISCONSIN AVE APPLETON WI 54911 391446870 11107 DONOR DESIGNATED FOR GENERAL SUPPORT NAMI - FOX VALLEY 516 W 6TH STREET APPLETON WI 54911 391545497 63050 PROGRAM OPERATING COST NEENAH - MENASHA DIAL-A-RIDE PO BOX 426 NEENAH WI 549570426 396005543 8500 PROGRAM OPERATING COST NEENAH-MENASHA DENTAL CLINIC 126 MAIN STREET NEENAH WI 54956 391471332 23174 PROGRAM OPERATING COST NEENAH - MENASHA EMERGENCY SHELTER PO BOX 744 NEENAH WI 549570744 396056105 5000 PROGRAM OPERATING COST NON-PROFIT AFFORDABLE HOUSING BASED RENTAL SERVICES 3020 EAST WINSLOW AVE APPLETON WI 54911 391652869 19000 PROGRAM OPERATING COST OSHKOSH AREA UNITED WAY 36 BROAD STREET SUITE 100 OSHKOSH WI 54901 391017908 36385 DONOR DESIGNATED FOR GENERAL SUPPORT PROJECT BRIDGES DAY CARE CENTER & PRESCHOOL INC 803 EAST COLLEGE AVE APPLETON WI 54911 391340963 113686 PROGRAM OPERATING COST REACH COUNSELING SERVICES INC 1370 S COMMERCIAL STREET NEENAH WI 54956 391292277 142008 PROGRAM OPERATING COST REBUILDING TOGETHER FOX VALLEY 605 EAST HANCOCK STREET APPLETON WI 54911 391923713 18500 PROGRAM OPERATING COST ST JOSEPH FOOD PROGRAM 1465A OPPORTUNITY WAY MENASHA WI 54952 391822486 5000 PROGRAM OPERATING COST SEXUAL ASSAULT CRISIS CENTER-FOX CITIES INC 35 PARK PLACE SUITE 100 APPLETON WI 54914 391309331 122214 PROGRAM OPERATING COST STEP INDUSTRIES INC 1010 STROHMEYER DRIVE NEENAH WI 54956 391417716 5000 PROGRAM OPERATING COST THE ARC OF FOX CITIES 375 WINNEBAGO AVE MENASHA WI 54952 753202931 246068 PROGRAM OPERATING COST UNITED WAY OF BROWN COUNTY 1825 RIVERSIDE DR GREEN BAY WI 54305 390806299 29126 DONOR DESIGNATED FOR GENERAL SUPPORT UNITED WAY OF NEW LONDON INC PO BOX 104 NEW LONDON WI 54961 391587610 19926 DONOR DESIGNATED FOR GENERAL SUPPORT UNITED WAY OF SHAWANO COUNTY PO BOX 31 SHAWANO WI 541660031 391099657 19093 DONOR DESIGNATED FOR GENERAL SUPPORT VALLEY PACKAGING INDUSTRIES INC 110 N KENSINGTON DRIVE APPLETON WI 54915 390921632 191527 PROGRAM OPERATING COST VILLA HOPE INC 613 NORTH DIVISION STREET APPLETON WI 54913 237088971 22000 PROGRAM OPERATING COST VALLEY TRANSIT - THE CONNECTOR INITIATIVE 802 SOUTH WHITMAN AVE APPLETON WI 54914 396005381 150000 PROGRAM OPERATING COST WAUPACA COMMUNITY CHEST PO BOX 94 WAUPACA WI 54981 237135248 11680 DONOR DESIGNATED FOR GENERAL SUPPORT WINNECONNE AREA UNITED FUND INC PO BOX 336 WINNECONNE WI 54986 396104889 11020 DONOR DESIGNATED FOR GENERAL SUPPORT YMCA FOX CITIES 217 EAST LAWRENCE STREET APPLETON WI 54911 390806191 560295 PROGRAM OPERATING COST YMCA FOX WEST W6931 SCHOOL RD GREENVILLE WI 54942 390806191 8687 DONOR DESIGNATED FOR GENERAL SUPPORT YOUTH GO INC 213 NICOLET BLVD NEENAH WI 54956 391137233 193450 PROGRAM OPERATING COST 57 0 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: IN 2011, UNITED WAY FOX CITIES PROVIDED FUNDING TO 40 PARTNER AGENCIES THAT PROVIDED HEALTH AND HUMAN SERVICES THROUGH 100 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 2011, 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 123012 0 0 0 0 0 0 0 27596 0 150608 0 0 0 X 1 18195 COST X VIDEO 1 17614 COST X OFFICE SUPPLIES 2 11838 COST X PRINTED MATERIALS 6 17323 COST X MISCELLANEOUS 2 199 COST X TRAVEL 3 6820 COST X COMMUNICATIONS 2 1168 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 VICE PRESIDENT OF FINANCE & 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -47,468. THE ORGANIZATION DID NOT CHANGE IT'S OVERSIGHT PROCESS OR THE PROCESS USED TO SELECT AN INDEPENDENT ACCOUNTANT.