UNITED WAY FOX CITIES INC: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- UNITED WAY FOX CITIES INC (EIN 39-0912895)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-06-06
- IRS object ID
- 201121579349300107
- Schema version
- 2010v3.2
- 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) |
|---|---|---|
| Timestamp | 2011-06-06T10:07:08-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHENCK SC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 23819 | AddressLine1 |
| City | GREEN BAY | City |
| State | WI | State |
| ZIP Code | 543053819 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 390912895 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED WAY FOX CITIES INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | UNIT | NameControl |
| Phone | 9209547210 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1455 MIDWAY ROAD | AddressLine1 |
| City | MENASHA | City |
| State | WI | State |
| ZIP Code | 54952 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PETER KELLY | Name |
| Title | PRESIDENT/CEO | Title |
| Phone | 9209547210 | Phone |
| Date Signed | 2011-05-25 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARY VANDENBUSCH | Name |
| Phone | 9204367800 | Phone |
| Date Prepared | 2011-05-20 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | PETER KELLY | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1455 MIDWAY ROAD | AddressLine1 |
| City | MENASHA | City |
| State | WI | State |
| ZIP Code | 54952 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 7236524 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.UNITEDWAYFOXCITIES.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1993 | YearFormation |
| State Legal Domicile | WI | StateLegalDomicile |
| Activity Or Mission Description | THE ORGANIZATION IS FOCUSED ON IDENTIFYING AND ADDRESSING CRITICAL HEALTH AND HUMAN SERVICE NEEDS IN THE FOX CITIES. THE ORGANIZATION SEEKS TO IMPROVE LIVES BY CREATING LASTING CHANGES IN THE COMMUNITY CONDITIONS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 25 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 25 | NbrIndependentVotingMembers |
| Total Nbr Employees | 20 | TotalNbrEmployees |
| Total Nbr Volunteers | 250 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 6746182 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 7110095 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 70255 | InvestmentIncomePriorYear |
| Investment Income Current Year | 69183 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 62783 | OtherRevenuePriorYear |
| Other Revenue Current Year | 57246 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 6879220 | TotalRevenuePriorYear |
| Total Revenue Current Year | 7236524 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 5131193 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 5138002 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 1105096 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1144951 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 603553 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 523758 | OtherExpensePriorYear |
| Other Expenses Current Year | 579432 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 6760047 | TotalExpensesPriorYear |
| Total Expenses Current Year | 6862385 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 119173 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 374139 | RevenuesLessExpensesCY |
| Total Assets BOY | 10712398 | TotalAssetsBOY |
| Total Assets EOY | 11146589 | TotalAssetsEOY |
| Total Liabilities BOY | 5482857 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 5503340 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 5229541 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 5643249 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | TO IMPROVE LIVES BY BRINGING DIVERSE PEOPLE TOGETHER TO BUILD A STONGER, MORE CARING COMMUNITY FOR EVERYONE. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 5406650 | Expense |
| Grants | 5138002 | Grants |
| Description | UNITED WAY FOX CITIES' RESOURCES ARE TARGETED TO IMPACT COMMUNITY NEEDS IN FOUR AREAS: PROVIDING BASIC NEEDS AND SELF-SUFFICIENCY, DEVELOPING CHILDREN AND YOUTH, STRENGTHENING FAMILIES, AND PROMOTING HEALTH, HEALING AND CRISIS INTERVENTION. VOLUNTEERS WITHIN EACH OF THE FOUR IMPACT AREAS ALONG WITH VARIOUS OTHER COMMITTEES HELP TO ENSURE THAT UNITED WAY MAKES A DIFFERENCE BY CONTRIBUTING CLOSE TO 1500 HOURS OF THEIR TIME THROUGHOUT THE YEAR. IN 2010, UNITED WAY FOX CITIES INVESTED 5.4 MILLION DOLLARS IN VARIOUS NON-PROFIT PROGRAMS AND INITIATIVES WHICH HELPED TO SERVE OVER 140,000 INDIVIDUALS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 235143 | Expense |
| Description | 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 2010, A TOTAL OF 13,579 CALLS WERE HANDLED. 211NOW.ORG HAD OVER 93,000 VISITORS, AND SPECIALISTS MADE 16,959 REFERRALS. REQUESTS FOR BASIC NEEDS SERVICES OF FOOD, CLOTHING, SHELTER AND TRANSPORTATION RESULTED IN 45% OF THE TOTAL CALL VOLUME. THE NEEDS EXPRESSED BY 15% OF CALLERS FELL WITHIN THE AREA OF HEALTH CARE. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 78197 | Expense |
| Description | THE AFL-CIO COMMUNITY SERVICES PROGRAM IS DESIGNED TO INCREASE THE AWARENESS AND INVOLVEMENT OF ORGANIZED LABOR IN COMMUNITY SERVICES. ORGANIZED LABOR HAS A WORKING RELATIONSHIP WITH UNITED WAY THAT SPANS A 60-YEAR HISTORY. EMERGENCY ASSISTANCE THROUGH COMMUNITY RESOURCES IS OFFERED TO UNION MEMBERS IN TIMES OF LAYOFFS, STRIKES, OR DISASTERS. SEMINARS FOR THE UNEMPLOYED ARE OFFERED PROVIDING INFORMATION ON AVAILABLE RESOURCES, LOCATIONS OF SERVICES AND PROGRAM ELIGIBILITY. IN 2010, PROJECTS INCLUDED ASSISTANCE WITH THE NATIONAL ASSOCIATION OF LETTER CARRIERS FOOD DRIVE, LABOR COUNCIL CHRISTMAS GIVING PROGRAM, AND THE PLUMBER AND STEAMFITTERS LOCAL 400 "HEAT'S ON PROGRAM". | Description |
Activity Other ActivityOther (3 entries)
| ExpenseExpense | DescriptionDescription |
|---|---|
| 8274 | 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 2010, UNITED WAY FOX CITIES ASSISTED IN THE DISTRIBUTION OF $242,166 TO LOCAL AGENCIES THAT ADDRESS EMERGENCY NEEDS. |
| 29131 | UNITED WAY FOX CITIES' YOUTH BOARD IS COMPOSED OF 56 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 2010, THEY AWARDED $3,700 IN GRANTS. IN ADDITION TO PERFORMING COMMUNITY SERVICE, YOUTH BOARD MEMBERS HELPED TO COORDINATE AND CARRYOUT A SUCCESSFUL TEEN SYMPOSIUM THAT ATTRACTED 270 NINTH GRADERS FROM 17 AREA HIGH SCHOOLS. THE FOCUS OF THE DAYLONG EVENT WAS ON LEADERSHIP SKILL DEVELOPMENT. |
| 31056 | OTHER MISCELLANEOUS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 68461 | TotalOfOtherProgramServiceExp |
| Total Program Service Expense | 5788451 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 4 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 20 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 25 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 25 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | WI | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PETER C KELLY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 9209547210 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1455 MIDWAY ROAD | AddressLine1 |
| City | MENASHA | City |
| State | WI | State |
| ZIP Code | 54952 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (27 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| PAUL GAIER 2011 | ||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |
| TIM BERGSTROM 2012 | ||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |
| ADALIA JANSEN 2011 | ||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |
| BILL JOKELA 2011 | ||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |
| JIM PIERCE 2011 | ||||||
| CHAIR | 2.00 | X | 0 | 0 | 0 | X |
| TERRIE POHJOLA 2011 | ||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |
| RANDY MAHONEY 2012 | ||||||
| AUDIT COMMITTEE CHAIR | 0.50 | X | 0 | 0 | 0 | |
| TIM SHORT 2011 | ||||||
| VICE CHAIR - GOVERNANCE | 1.00 | X | 0 | 0 | 0 | X |
| JOHN THIEL 2011 | ||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |
| GARY NOKLEBERG 2011 | ||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |
| SHARON HULCE 2012 | ||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |
| BOB KREIDER 2012 | ||||||
| TREASURER | 2.00 | X | 0 | 0 | 0 | X |
| TIM PLASS 2012 | ||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |
| BOBBIE SCHMIDT 2012 | ||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |
| JULIE WULTERKENS 2012 | ||||||
| DIRECTOR | 1.50 | X | 0 | 0 | 0 | |
| MARK WESTPHAL 2010 | ||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |
| JIM BEMOWSKI 2010 | ||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |
| TIM HIGGINS 2010 | ||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |
| TOM PALMER 2010 | ||||||
| DIRECTOR | 1.50 | X | 0 | 0 | 0 | |
| JENNY REDMAN-SCHELL 2010 | ||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |
| JIM TOTZKE 2010 | ||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |
| PETER KELLY | ||||||
| PRESIDENT/CEO | 50.00 | X | 120132 | 0 | 25748 | X |
| KENT WILLETTS 2010 | ||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |
| TIMOTHY SCHWAN | ||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |
| MARY PFEIFFER | ||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |
| DAN NEUFELDER | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| JOYCE SIEVERT | ||||||
| VP FINANCE & ADMINISTRATIO | 42.00 | 60482 | 0 | 14121 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 180614 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 39869 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Federated Campaigns | 79253 | FederatedCampaigns |
| All Other Contributions | 7030842 | AllOtherContributions |
| Noncash Contributions | 60986 | NoncashContributions |
| Total Contributions | 7110095 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 45907 | TotalRevenueColumn |
| Exclusion | $45,907 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 23276 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 23276 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 23276 | TotalRevenueColumn |
| Related Or Exempt Function Income | 23276 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | ExclusionExclusionAmount |
|---|---|---|---|---|
| SERVICE FEES | 900099 | 46461 | 46461 | |
| MISCELLANEOUS | 900099 | 10785 | $10,785 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 57246 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 7236524 | TotalRevenueColumn |
| Related Or Exempt Function Income | 69737 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $56,692 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5138002 | Total |
| Program Services | 5138002 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 220482 | Total |
| Program Services | 87135 | ProgramServices |
| Management And General | 61423 | ManagementAndGeneral |
| Fundraising | 71924 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 669791 | Total |
| Program Services | 268539 | ProgramServices |
| Management And General | 180648 | ManagementAndGeneral |
| Fundraising | 220604 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 44912 | Total |
| Program Services | 17648 | ProgramServices |
| Management And General | 14985 | ManagementAndGeneral |
| Fundraising | 12279 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 148027 | Total |
| Program Services | 46571 | ProgramServices |
| Management And General | 39894 | ManagementAndGeneral |
| Fundraising | 61562 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 61739 | Total |
| Program Services | 23664 | ProgramServices |
| Management And General | 17186 | ManagementAndGeneral |
| Fundraising | 20889 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13125 | Total |
| Management And General | 13125 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10211 | Total |
| Management And General | 10211 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 74496 | Total |
| Program Services | 54865 | ProgramServices |
| Management And General | 19631 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 103338 | Total |
| Program Services | 10888 | ProgramServices |
| Management And General | 11483 | ManagementAndGeneral |
| Fundraising | 80967 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 42665 | Total |
| Program Services | 15305 | ProgramServices |
| Management And General | 14274 | ManagementAndGeneral |
| Fundraising | 13086 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 75780 | Total |
| Program Services | 27713 | ProgramServices |
| Management And General | 23615 | ManagementAndGeneral |
| Fundraising | 24452 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 40351 | Total |
| Program Services | 17190 | ProgramServices |
| Management And General | 1358 | ManagementAndGeneral |
| Fundraising | 21803 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8654 | Total |
| Program Services | 3998 | ProgramServices |
| Management And General | 1568 | ManagementAndGeneral |
| Fundraising | 3088 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15219 | Total |
| Program Services | 6088 | ProgramServices |
| Management And General | 3957 | ManagementAndGeneral |
| Fundraising | 5174 | Fundraising |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 81999 | Total |
| Program Services | 32791 | ProgramServices |
| Management And General | 22969 | ManagementAndGeneral |
| Fundraising | 26239 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 81861 | Total |
| Program Services | 32744 | ProgramServices |
| Management And General | 21284 | ManagementAndGeneral |
| Fundraising | 27833 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13010 | Total |
| Program Services | 2130 | ProgramServices |
| Management And General | 8468 | ManagementAndGeneral |
| Fundraising | 2412 | Fundraising |
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS | Description |
| Total | 18723 | Total |
| Program Services | 3180 | ProgramServices |
| Management And General | 4302 | ManagementAndGeneral |
| Fundraising | 11241 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6862385 | Total |
| Program Services | 5788451 | ProgramServices |
| Management And General | 470381 | ManagementAndGeneral |
| Fundraising | 603553 | Fundraising |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Joint Costs | X | JointCosts |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 125 | BOY |
| EOY | 125 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3407336 | BOY |
| EOY | 3741205 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5150606 | BOY |
| EOY | 5183164 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26929 | BOY |
| EOY | 15674 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10735 | BOY |
| EOY | 13683 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 1676479 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 350603 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1403396 | BOY |
| EOY | 1325876 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 635935 | BOY |
| EOY | 764982 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 77336 | BOY |
| EOY | 101880 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10712398 | BOY |
| EOY | 11146589 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 206031 | BOY |
| EOY | 248608 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4887114 | BOY |
| EOY | 5055001 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 389712 | BOY |
| EOY | 199731 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5482857 | BOY |
| EOY | 5503340 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5175766 | BOY |
| EOY | 5446855 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26070 | BOY |
| EOY | 61429 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27705 | BOY |
| EOY | 134965 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5229541 | BOY |
| EOY | 5643249 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10712398 | BOY |
| EOY | 11146589 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 374139 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 39569 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 6580166 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 7870797 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 7014545 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 6712158 | CurrentTaxYearMinus1Year |
| Current Tax Year | 7110095 | CurrentTaxYear |
| Total | 35287761 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 6580166 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 7870797 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 7014545 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 6712158 | CurrentTaxYearMinus1Year |
| Current Tax Year | 7110095 | CurrentTaxYear |
| Total | 35287761 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 4855993 | AmountsSubstContributorsTotal |
| Public Support Total170 | 30431768 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 157269 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 166517 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 113451 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 70255 | CurrentTaxYearMinus1Year |
| Current Tax Year | 45907 | CurrentTaxYear |
| Total | 553399 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4400 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 15937 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 11205 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 62783 | CurrentTaxYearMinus1Year |
| Current Tax Year | 57246 | CurrentTaxYear |
| Total | 151571 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 35992731 | TotalSupport |
| Gross Receipts From Admissions Etc | 548371 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.84550 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.83620 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | Volunteers |
| Paid Staff Or Management | 1 | PaidStaffOrManagement |
| Media Advertisements | 0 | MediaAdvertisements |
| Mailings Members | 1 | MailingsMembers |
| Mailings Members | $309 | MailingsMembersAmount |
| Publications Or Broadcast | 0 | PublicationsOrBroadcast |
| Grants Other Organizations | 0 | GrantsOtherOrganizations |
| Direct Contact Legislators | 1 | DirectContactLegislators |
| Direct Contact Legislators | $925 | DirectContactLegislatorsAmount |
| Rallies Demonstrations | 0 | RalliesDemonstrations |
| Other Activities | 0 | OtherActivities |
| Total Lobbying Expenditures IIB | 1234 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | 0 | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | EXPLANATION OF OTHER LOBBYING ACTIVITIES: | Identifier |
| Return Reference | PART II-B, LINE 1I: | ReturnReference |
| Explanation | TELEPHONE CALLS TO US SENATORS RE: THE RELEASE OF LOW INCOME HOME ENERGY ASSISTANCE PROGRAM CONTINGENCY FUNDS. EMAILED HOUSE REPRESENTATIVE RE: ASSISTANCE AND INCENTIVES BE INCLUDED IN THE HOUSE HEALTHCARE BILL FOR SMALL NON-PROFIT EMPLOYERS TO PROVIDE HEALTH INSURANCE TO THEIR EMPLOYEES. MEETINGS WITH SENATORS, HOUSE REPRESENTATIVES, AND STAFF RE: REQUESTING SUPPORT FOR THE CALLING FOR 2-1-1 ACT. MAILED LETTERS TO WI STATE REPRESENTATIVES IN SUPPORT FOR BERNARD-SCHABER BIILL TO CREATE A FOX CITIES REGIONAL TRANSIT AUTHORITY (RTA). | Explanation |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 172679 | BeginningOfYearBalance |
| Contributions | 107260 | Contributions |
| Investment Earnings Or Losses | 19107 | InvestmentEarningsOrLosses |
| End Of Year Balance | 299046 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 433399 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 207718 | InvestmentEarningsOrLosses |
| Administrative Expenses | 5182 | AdministrativeExpenses |
| End Of Year Balance | 635935 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 568180 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -129162 | InvestmentEarningsOrLosses |
| Administrative Expenses | 5619 | AdministrativeExpenses |
| End Of Year Balance | 433399 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.54870 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.45130 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.00000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 15000 | OtherCostOrOtherBasis |
| Book Value | 15000 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1257689 | OtherCostOrOtherBasis |
| Depreciation | 92886 | Depreciation |
| Book Value | 1164803 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 403790 | OtherCostOrOtherBasis |
| Depreciation | 257717 | Depreciation |
| Book Value | 146073 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 1325876 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | BENEFICIAL INTEREST IN ASSETS AT COMMUNITY FOUNDATION | Description |
| Book Value | 764982 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 764982 | TotalOfBookValueSecurities |
| Total Revenue | 7236524 | TotalRevenue |
| Total Expenses | 6862385 | TotalExpenses |
| Excess Or Deficit For Year | 374139 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 39569 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 39569 | TotalAdjustments |
| Excess Or Deficit Per FS | 413708 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 6701129 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 39569 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 8974 | DonatedSrvcAndUseOfFacilities |
| Revenue Not Rptd F990 | 48543 | RevenueNotRptdF990 |
| Revenue Subtotal | 6652586 | RevenueSubtotal |
| Investment Expenses Not Included | 10211 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 573727 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 583938 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 7236524 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 6287421 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 8974 | DonatedServicesUseOfFacilities |
| Expenses Not Rptd F990 | 8974 | ExpensesNotRptdF990 |
| Expenses Subtotal | 6278447 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 10211 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 573727 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 583938 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 6862385 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | THE BEGINNING ENDOWMENT BALANCE HAS BEEN ADJUSTED TO THE ACTUAL ENDOWMENT BALANCE AS OF DECEMBER 31, 2009. THE DECEMBER 31, 2009 ENDOWMENT FUND BALANCE AS REFLECTED ON SCHEDULE D WAS OVERSTATED BY $463,256. IN 2009, 100% OF THE FUNDS HELD AT THE COMMUNITY FOUNDATION WERE REFLECTED AS ENDOWMENT ASSETS. 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. |
| PART XII - LINE 2(D): UNREALIZED GAIN ON INVESTMENTS PART XII - LINE 4(B): ALLOCATIONS FUNDED THROUGH DESIGNATIONS PART XIII - LINE 4(B): ALLOCATIONS FUNDED THROUGH DESIGNATIONS |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (103 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|
| ADVOCAP INC | ||||||
| 181 E NORTH WATER STREET | NEENAH | WI | 54956 | 391053365 | 38295 | PROGRAM OPERATING COST |
| ADVOCAP INC | ||||||
| 181 E NORTH WATER STREET | NEENAH | WI | 54956 | 391053365 | 679 | DONOR DESIGNATED FOR PROGRAM COST |
| AIDS RESOURCE CENTER OF WISCONSIN INC | ||||||
| 103 E WASHINGTON STREET | APPLETON | WI | 54911 | 391534049 | 58485 | PROGRAM OPERATING COST |
| AIDS RESOURCE CENTER OF WISCONSIN INC | ||||||
| 103 E WASHINGTON STREET | APPLETON | WI | 54911 | 391534049 | 3640 | DONOR DESIGNATED FOR PROGRAM SUPPORT |
| AMERICAN CANCER SOCIETY WISCONSIN | ||||||
| 3311 PACKERLAND DRIVE | GREEN BAY | WI | 541159552 | 390807043 | 29246 | DONOR DESIGNATED FOR GENERAL SUPPORT |
| AMERICAN RED CROSS - NEENAH-MENASHA CHAPTER | ||||||
| 181 EAST NORTH WATER STREET | NEENAH | WI | 54956 | 390906199 | 23681 | PROGRAM OPERATING COST |
| AMERICAN RED CROSS - NEENAH-MENASHA CHAPTER | ||||||
| 181 EAST NORTH WATER STREET | NEENAH | WI | 54956 | 390906199 | 6498 | DONOR DESIGNATED FOR PROGRAM SUPPORT |
| AMERICAN RED CROSS - OUTAGAMIE COUNTY CHAPTER | ||||||
| 1302 EAST WISCONSIN AVE | APPLETON | WI | 54911 | 390806288 | 77427 | PROGRAM OPERATING COST |
| AMERICAN RED CROSS - OUTAGAMIE COUNTY CHAPTER | ||||||
| 1302 EAST WISCONSIN AVE | APPLETON | WI | 54911 | 390806288 | 19120 | DONOR DESIGNATED FOR PROGRAM SUPPORT |
| BEST FRIENDS OF NEENAH-MENASHA INC | ||||||
| 181 E NORTH WATER STREET | NEENAH | WI | 54956 | 391260017 | 137195 | PROGRAM OPERATING COST |
| BEST FRIENDS OF NEENAH-MENASHA INC | ||||||
| 181 E NORTH WATER STREET | NEENAH | WI | 54956 | 391260017 | 4945 | DONOR DESIGNATED FOR PROGRAM SUPPORT |
| BIG BROTHERS BIG SISTERS OF THE FOX VALLEY REGION INC | ||||||
| 117 SOUTH LOCUST STREET | APPLETON | WI | 54914 | 396103907 | 157849 | PROGRAM OPERATING COST |
| BIG BROTHERS BIG SISTERS OF THE FOX VALLEY REGION INC | ||||||
| 117 SOUTH LOCUST STREET | APPLETON | WI | 54914 | 396103907 | 17522 | DONOR DESIGNATED FOR PROGRAM SUPPORT |
| BOY SCOUTS OF AMERICA - BAY LAKES COUNCIL | ||||||
| 2555 NORTHERN ROAD | APPLETON | WI | 54912 | 396046971 | 44486 | DONOR DESIGNATED FOR GENERAL SUPPORT |
| BOYS' & GIRLS' BRIGADE ASSOCIATION | ||||||
| 109 WEST COLUMBIAN AVE | NEENAH | WI | 54956 | 390813396 | 32522 | PROGRAM OPERATING COST |
| BOYS' & GIRLS' BRIGADE ASSOCIATION | ||||||
| 109 WEST COLUMBIAN AVE | NEENAH | WI | 54956 | 390813396 | 13828 | DONOR DESIGNATED FOR PROGRAM SUPPORT |
| BOYS & GIRLS CLUB FOX VALLEY INC | ||||||
| 117 SOUTH LOCUST STREET | APPLETON | WI | 54914 | 391225709 | 247042 | PROGRAM OPERATING COST |
| BOYS & GIRLS CLUB FOX VALLEY INC | ||||||
| 117 SOUTH LOCUST STREET | APPLETON | WI | 54914 | 391225709 | 13651 | DONOR DESIGNATED FOR PROGRAM SUPPORT |
| CAP SERVICES INC | ||||||
| 17 PARK PLACE STE 950 | APPLETON | WI | 54914 | 391080897 | 81485 | PROGRAM OPERATING COST |
| CAP SERVICES INC | ||||||
| 17 PARK PLACE STE 950 | APPLETON | WI | 54914 | 391080897 | 2391 | DONOR DESIGNATED FOR PROGRAM SUPPORT |
| CATHOLIC CHARITIES DIOCESE OF GREEN BAY INC | ||||||
| 214 E SUMMER ST | APPLETON | WI | 54911 | 390808438 | 105853 | PROGRAM OPERATING COST |
| CATHOLIC CHARITIES DIOCESE OF GREEN BAY INC | ||||||
| 215 E SUMMER ST | APPLETON | WI | 54911 | 390808438 | 29784 | DONOR DESIGNATED FOR PROGRAM SUPPORT |
| CATHOLIC CHARITIES DIOCESE OF GREEN BAY INC - SCHOOL BASED MENTAL INITIA | ||||||
| 216 E SUMMER ST | APPLETON | WI | 54911 | 390808438 | 50000 | PROGRAM OPERATING COST |
| CEREBRAL PALSY OF MIDEAST WI INC | ||||||
| 36 BROAD STREET SUITE 120 | OSHKOSH | WI | 54903 | 396026845 | 39100 | PROGRAM OPERATING COST |
| CEREBRAL PALSY OF MIDEAST WI INC | ||||||
| 36 BROAD STREET SUITE 120 | OSHKOSH | WI | 54903 | 396026848 | 2889 | DONOR DESIGNATED FOR PROGRAM SUPPORT |
| CHILD CARE RESOURCE & REFERRAL INC | ||||||
| 1165 APPLETON ROAD | MENASHA | WI | 54952 | 391606155 | 116666 | PROGRAM OPERATING COST |
| CHILD CARE RESOURCE & REFERRAL INC | ||||||
| 1166 APPLETON ROAD | MENASHA | WI | 54952 | 391606155 | 3141 | DONOR DESIGNATED FOR PROGRAM SUPPORT |
| CHILD CARE RESOURCE & REFERRAL INC - ELLI INITIATIVE | ||||||
| 1167 APPLETON ROAD | MENASHA | WI | 54952 | 391606155 | 24000 | PROGRAM OPERATING COST |
| CHRISTINE ANN DOMESTIC ABUSE SERVICES INC | ||||||
| 1215 DOCTORS DRIVE | NEENAH | WI | 54956 | 391441770 | 87328 | PROGRAM OPERATING COST |
| CHRISTINE ANN DOMESTIC ABUSE SERVICES INC | ||||||
| 1216 DOCTORS DRIVE | NEENAH | WI | 54956 | 391441770 | 13793 | DONOR DESIGNATED FOR PROGRAM SUPPORT |
| COMMUNITY CLOTHES CLOSET INC | ||||||
| 1465 MIDWAY ROAD | MENASHA | WI | 54952 | 391394270 | 10000 | PROGRAM OPERATING COST |
| COMMUNITY FAMILY RESOURCE CENTERS | ||||||
| 308 EAST BURDICK ST | BLACK CREEK | WI | 54106 | 396017468 | 16684 | PROGRAM OPERATING COST |
| COMMUNITY FAMILY RESOURCE CENTERS | ||||||
| 308 EAST BURDICK ST | BLACK CREEK | WI | 54106 | 396017468 | 562 | DONOR DESIGNATED FOR PROGRAM SUPPORT |
| EMERGENCY SHELTER OF THE FOX VALLEY INC | ||||||
| 400 NORTH DIVISION STREET | APPLETON | WI | 54911 | 391447152 | 93117 | PROGRAM OPERATING COST |
| EMERGENCY SHELTER OF THE FOX VALLEY INC | ||||||
| 401 NORTH DIVISION STREET | APPLETON | WI | 54911 | 391447152 | 30361 | DONOR DESIGNATED FOR PROGRAM SUPPORT |
| EMERGENCY SHELTER OF THE FOX VALLEY INC | ||||||
| 402 NORTH DIVISION STREET | APPLETON | WI | 54911 | 391447152 | 10000 | PROGRAM OPERATING COST |
| FAMILY SERVICE OF NE WI | ||||||
| 1810 APPLETON ROAD | MENASHA | WI | 54952 | 390827320 | 265452 | PROGRAM OPERATING COST |
| FAMILY SERVICE OF NE WI | ||||||
| 1810 APPLETON ROAD | MENASHA | WI | 54952 | 390827320 | 5699 | DONOR DESIGNATED FOR PROGRAM SUPPORT |
| FINANCIAL INFORMATION AND SERVICE CENTER INC (FISC) | ||||||
| 1800 APPLETON ROAD | MENASHA | WI | 54952 | 396698981 | 203646 | PROGRAM OPERATING COST |
| FINANCIAL INFORMATION AND SERVICE CENTER INC (FISC) | ||||||
| 1800 APPLETON ROAD | MENASHA | WI | 54952 | 396698981 | 2489 | DONOR DESIGNATED FOR PROGRAM SUPPORT |
| FOX CITIES COMMUNITY HEALTH CENTER | ||||||
| 1814 APPLETON ROAD | MENASHA | WI | 54952 | 391884820 | 92796 | PROGRAM OPERATING COST |
| FOX CITIES COMMUNITY HEALTH CENTER | ||||||
| 1814 APPLETON ROAD | MENASHA | WI | 54952 | 391884820 | 7204 | DONOR DESIGNATED FOR PROGRAM SUPPORT |
| FOX CITIES COMMUNITY HEALTH CENTER | ||||||
| 1814 APPLETON ROAD | MENASHA | WI | 54952 | 391884820 | 5000 | PROGRAM OPERATING COST |
| FOX VALLEY CHILDREN'S MENTAL HEALTH CENTER | ||||||
| 1820 APPLETON ROAD | MENASHA | WI | 54952 | 390812532 | 70675 | PROGRAM OPERATING COST |
| FOX VALLEY CHILDREN'S MENTAL HEALTH CENTER | ||||||
| 1821 APPLETON ROAD | MENASHA | WI | 54952 | 390812532 | 184 | DONOR DESIGNATED FOR PROGRAM SUPPORT |
| FOX VALLEY LITERACY COALITION INC | ||||||
| 103 E WASHINGTON STREET | APPLETON | WI | 54911 | 391682277 | 68898 | PROGRAM OPERATING COST |
| FOX VALLEY LITERACY COALITION INC | ||||||
| 103 E WASHINGTON STREET | APPLETON | WI | 54911 | 391682277 | 5978 | DONOR DESIGNATED FOR PROGRAM SUPPORT |
| FOX VALLEY WARMING SHELTER | ||||||
| PO BOX 1261 | APPLETON | WI | 549121261 | 261887706 | 10000 | PROGRAM OPERATING COST |
| FRIENDSHIP PLACE | ||||||
| 220 NORTH COMMERCIAL STREET | NEENAH | WI | 54956 | 392029900 | 92336 | PROGRAM OPERATING COST |
| FRIENDSHIP PLACE | ||||||
| 220 NORTH COMMERCIAL STREET | NEENAH | WI | 54956 | 392029900 | 736 | DONOR DESIGNATED FOR PROGRAM SUPPORT |
| GIRL SCOUTS OF THE NORTHWEST GREAT LAKES INC | ||||||
| 4693 N LYNNDALE DRIVE | APPLETON | WI | 54913 | 390816897 | 155968 | PROGRAM OPERATING COST |
| GIRL SCOUTS OF THE NORTHWEST GREAT LAKES INC | ||||||
| 4693 N LYNNDALE DRIVE | APPLETON | WI | 54913 | 390816897 | 6829 | DONOR DESIGNATED FOR PROGRAM SUPPORT |
| GREATER FOX CITIES AREA HABITAT FOR HUMANITY | ||||||
| 921 MIDWAY ROAD | MENASHA | WI | 54952 | 391742974 | 10000 | PROGRAM OPERATING COST |
| HARBOR HOUSE DOMESTIC ABUSE PROGRAMS INC | ||||||
| 720 W FIFTH STREET | APPLETON | WI | 54914 | 391870927 | 87706 | PROGRAM OPERATING COST |
| HARBOR HOUSE DOMESTIC ABUSE PROGRAMS INC | ||||||
| 720 W FIFTH STREET | APPLETON | WI | 54914 | 391870927 | 36564 | DONOR DESIGNATED FOR PROGRAM SUPPORT |
| HMONG-AMERICAN PARTNERSHIP FOX VALLEY INC | ||||||
| 2198 S MEMORIAL DRIVE | APPLETON | WI | 54915 | 391378632 | 145610 | PROGRAM OPERATING COST |
| HMONG-AMERICAN PARTNERSHIP FOX VALLEY INC | ||||||
| 2199 S MEMORIAL DRIVE | APPLETON | WI | 54915 | 391378632 | 1171 | DONOR DESIGNATED FOR PROGRAM SUPPORT |
| HOUSING PARTNERSHIP OF THE FOX CITIES | ||||||
| 605 EAST HANCOCK STREET | APPLETON | WI | 54911 | 391582471 | 10022 | PROGRAM OPERATING COST |
| HOUSING PARTNERSHIP OF THE FOX CITIES | ||||||
| 606 EAST HANCOCK STREET | APPLETON | WI | 54911 | 391582471 | 278 | DONOR DESIGNATED FOR PROGRAM SUPPORT |
| HOUSING PARTNERSHIP OF THE FOX CITIES | ||||||
| 607 EAST HANCOCK STREET | APPLETON | WI | 54911 | 391582471 | 10000 | PROGRAM OPERATING COST |
| LEGAL ACTION OF WISCONSIN | ||||||
| 201 WEST WALNUT ST SUITE 203 | GREEN BAY | WI | 54303 | 391077192 | 38663 | PROGRAM OPERATING COST |
| LEGAL ACTION OF WISCONSIN | ||||||
| 202 WEST WALNUT ST SUITE 203 | GREEN BAY | WI | 54303 | 391077192 | 211 | DONOR DESIGNATED FOR PROGRAM SUPPORT |
| LUTHERAN SOCIAL SERVICES OF WISCONSIN & UPPER MICHIGAN INC | ||||||
| 3003A NORTH RICHMOND STREET | APPLETON | WI | 54911 | 390816846 | 206132 | PROGRAM OPERATING COST |
| LUTHERAN SOCIAL SERVICES OF WISCONSIN & UPPER MICHIGAN INC | ||||||
| 3003A NORTH RICHMOND STREET | APPLETON | WI | 54911 | 390816846 | 16882 | DONOR DESIGNATED FOR PROGRAM SUPPORT |
| MOTHER AND UNBORN BABY CARE INC | ||||||
| 526 W WISCONSIN AVE | APPLETON | WI | 54911 | 391446870 | 11782 | DONOR DESIGNATED FOR GENERAL SUPPORT |
| NAMI - FOX VALLEY | ||||||
| 516 W 6TH STREET | APPLETON | WI | 54911 | 391545497 | 57267 | PROGRAM OPERATING COST |
| NAMI - FOX VALLEY | ||||||
| 516 W 6TH STREET | APPLETON | WI | 54911 | 391545497 | 4733 | DONOR DESIGNATED FOR PROGRAM SUPPORT |
| NEENAH - MENASHA DIAL-A-RIDE | ||||||
| PO BOX 426 | NEENAH | WI | 549570426 | 396005543 | 6797 | PROGRAM OPERATING COST |
| NEENAH - MENASHA DIAL-A-RIDE | ||||||
| PO BOX 426 | NEENAH | WI | 549570426 | 396005543 | 1443 | DONOR DESIGNATED FOR PROGRAM SUPPORT |
| NEENAH-MENASHA DENTAL CLINIC | ||||||
| 126 MAIN STREET | NEENAH | WI | 54956 | 391471332 | 14406 | PROGRAM OPERATING COST |
| NEENAH-MENASHA DENTAL CLINIC | ||||||
| 126 MAIN STREET | NEENAH | WI | 54956 | 391471332 | 322 | DONOR DESIGNATED FOR PROGRAM SUPPORT |
| NON-PROFIT AFFORDABLE HOUSING BASED RENTAL SERVICES | ||||||
| 3020 EAST WINSLOW AVE | APPLETON | WI | 54911 | 391652869 | 7210 | PROGRAM OPERATING COST |
| OSHKOSH AREA UNITED WAY | ||||||
| 36 BROAD STREET SUITE 100 | OSHKOSH | WI | 54901 | 391017908 | 29475 | DONOR DESIGNATED FOR GENERAL SUPPORT |
| PROJECT BRIDGES DAY CARE CENTER & PRESCHOOL INC | ||||||
| 803 EAST COLLEGE AVE | APPLETON | WI | 54911 | 391340963 | 108240 | PROGRAM OPERATING COST |
| PROJECT BRIDGES DAY CARE CENTER & PRESCHOOL INC | ||||||
| 803 EAST COLLEGE AVE | APPLETON | WI | 54911 | 391340963 | 2137 | DONOR DESIGNATED FOR PROGRAM SUPPORT |
| REACH COUNSELING SERVICES INC | ||||||
| 1370 S COMMERCIAL STREET | NEENAH | WI | 54956 | 391292277 | 135841 | PROGRAM OPERATING COST |
| REACH COUNSELING SERVICES INC | ||||||
| 1370 S COMMERCIAL STREET | NEENAH | WI | 54956 | 391292277 | 2031 | DONOR DESIGNATED FOR PROGRAM SUPPORT |
| REBUILDING TOGETHER FOX VALLEY | ||||||
| 605 EAST HANCOCK STREET | APPLETON | WI | 54911 | 391923713 | 5000 | PROGRAM OPERATING COST |
| SEXUAL ASSAULT CRISIS CENTER-FOX CITIES INC | ||||||
| 35 PARK PLACE SUITE 100 | APPLETON | WI | 54914 | 391309331 | 107999 | PROGRAM OPERATING COST |
| SEXUAL ASSAULT CRISIS CENTER-FOX CITIES INC | ||||||
| 35 PARK PLACE SUITE 100 | APPLETON | WI | 54914 | 391309331 | 10656 | DONOR DESIGNATED FOR PROGRAM SUPPORT |
| THE ARC OF FOX CITIES | ||||||
| 375 WINNEBAGO AVE | MENASHA | WI | 54952 | 753202931 | 229843 | PROGRAM OPERATING COST |
| THE ARC OF FOX CITIES | ||||||
| 375 WINNEBAGO AVE | MENASHA | WI | 54952 | 753202931 | 10602 | DONOR DESIGNATED FOR PROGRAM SUPPORT |
| TRI-COUNTY DENTAL CLINIC | ||||||
| 9 PARK WAY | APPLETON | WI | 54914 | 470862462 | 10000 | PROGRAM OPERATING COST |
| UNITED WAY OF BROWN COUNTY | ||||||
| 1825 RIVERSIDE DR | GREEN BAY | WI | 54305 | 390806299 | 20068 | DONOR DESIGNATED FOR GENERAL SUPPORT |
| UNITED WAY OF NEW LONDON INC | ||||||
| PO BOX 104 | NEW LONDON | WI | 54961 | 391587610 | 15518 | DONOR DESIGNATED FOR GENERAL SUPPORT |
| SHAWANO AREA UNITED WAY | ||||||
| PO BOX 31 | SHAWANO | WI | 541660031 | 391099657 | 7919 | DONOR DESIGNATED FOR GENERAL SUPPORT |
| VALLEY PACKAGING INDUSTRIES INC | ||||||
| 110 N KENSINGTON DRIVE | APPLETON | WI | 54915 | 390921632 | 173791 | PROGRAM OPERATING COST |
| VALLEY PACKAGING INDUSTRIES INC | ||||||
| 111 N KENSINGTON DRIVE | APPLETON | WI | 54915 | 390921632 | 3431 | DONOR DESIGNATED FOR PROGRAM SUPPORT |
| VALLEY PACKAGING INDUSTRIES INC | ||||||
| 112 N KENSINGTON DRIVE | APPLETON | WI | 54915 | 390921632 | 10000 | PROGRAM OPERATING COST |
| VILLA HOPE INC | ||||||
| 613 NORTH DIVISION STREET | APPLETON | WI | 54913 | 237088971 | 21727 | PROGRAM OPERATING COST |
| VILLA HOPE INC | ||||||
| 614 NORTH DIVISION STREET | APPLETON | WI | 54913 | 237088971 | 273 | DONOR DESIGNATED FOR PROGRAM SUPPORT |
| VALLEY TRANSIT | ||||||
| 801 SOUTH WHITMAN AVE | APPLETON | WI | 54914 | 396005381 | 10000 | PROGRAM OPERATING COST |
| VALLEY TRANSIT - THE CONNECTOR INITIATIVE | ||||||
| 802 SOUTH WHITMAN AVE | APPLETON | WI | 54914 | 396005381 | 50000 | PROGRAM OPERATING COST |
| WAUPACA COMMUNITY CHEST | ||||||
| PO BOX 94 | WAUPACA | WI | 54981 | 237135248 | 13363 | DONOR DESIGNATED FOR GENERAL SUPPORT |
| WINNECONNE AREA UNITED FUND INC | ||||||
| PO BOX 336 | WINNECONNE | WI | 54986 | 396104889 | 11566 | DONOR DESIGNATED FOR GENERAL SUPPORT |
| WISCONSIN INTERFAITH NEEDS RESPONSE | ||||||
| PO BOX 114 | OSHKOSH | WI | 549030114 | 391923713 | 15345 | PROGRAM OPERATING COST |
| WISCONSIN INTERFAITH NEEDS RESPONSE | ||||||
| PO BOX 114 | OSHKOSH | WI | 549030114 | 391923713 | 10000 | PROGRAM OPERATING COST |
| YMCA FOX CITIES | ||||||
| 217 EAST LAWRENCE STREET | APPLETON | WI | 54911 | 390806191 | 519150 | PROGRAM OPERATING COST |
| YMCA FOX CITIES | ||||||
| 218 EAST LAWRENCE STREET | APPLETON | WI | 54911 | 390806191 | 31676 | DONOR DESIGNATED FOR PROGRAM SUPPORT |
| YMCA FOX WEST | ||||||
| W6931 SCHOOL RD | GREENVILLE | WI | 54942 | 390806191 | 7921 | DONOR DESIGNATED FOR GENERAL SUPPORT |
| YOUTH GO INC | ||||||
| 213 NICOLET BLVD | NEENAH | WI | 54956 | 391137233 | 184880 | PROGRAM OPERATING COST |
| YOUTH GO INC | ||||||
| 213 NICOLET BLVD | NEENAH | WI | 54956 | 391137233 | 4745 | DONOR DESIGNATED FOR PROGRAM SUPPORT |
| ALL OTHER GRANTS | ||||||
| 70451 | DONOR DESIGNATED FOR GENERAL SUPPORT | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 40 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: IN 2010, UNITED WAY FOX CITIES PROVIDED FUNDING TO 40 PARTNER AGENCIES THAT PROVIDED HEALTH AND HUMAN SERVICES THROUGH 101 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 2010, UNITED WAY FOX CITIES PROVIDED FUNDING FOR FOUR OF THE INITIATIVES. THE AGENCIES PROVIDING THE SERVICES ARE REQUIRED TO SIGN A MEMORANDUM OF UNDERSTANDING AND PERIODICALLY REPORT PROGRESS TO THE IMPACT AREA VOLUNTEERS. | Explanation |
Schedule M IRS990ScheduleM
Other Non Cash Contributions Table OtherNonCashContributionsTable (12 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | AUTOMOBILE | 1 | 17851 | COST |
| X | EVENT AND MEDIA ITEMS | 2 | 5510 | COST |
| X | VIDEO | 1 | 8500 | COST |
| X | PACKAGING SUPPLIES | 1 | 615 | COST |
| X | OFFICE SUPPLIES | 2 | 8835 | COST |
| X | PRINTED MATERIALS | 5 | 19675 | COST |
| X | OFFICE EQUIPMENT | 6 | 0 | |
| X | TOYS | 1 | 0 | |
| X | MEDIA ITEMS | 5 | 0 | |
| X | PERSONAL CARE ITEMS | 1 | 0 | |
| X | PIANO | 1 | 0 | |
| X | MISCELLANEOUS | 3 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | NON REPORTING OF REVENUE: | Identifier |
| Return Reference | PART I, LINE 33: | ReturnReference |
| Explanation | UNITED WAY FOX CITIES, INC. RECEIVES VARIOUS IN-KIND DONATIONS WHICH ARE PASSED THROUGH TO OTHER AGENCIES AND THEREFORE NOT RECORDED ON THEIR BOOKS AS REVENUE AND EXPENSES. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| 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. | |
| 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 STAFF MEMBERS ARE NOT ALLOWED TO BE ON THE BOARD OF AGENCIES. | FORM 990, PART VI, SECTION B, LINE 12C | |
| 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 B, LINE 15 | |
| 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. | FORM 990, PART VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED GAINS ON INVESTMENTS: 39,569. | FORM 990, PART XI, LINE 5: |