2023-09-15T09:03:01-04:00 2022-12-31 391392227 HUBERTY & ASSOCIATES SC 37 N PIONEER RD FOND DU LAC WI 549359401 990 2022-01-01 391017908 OSHKOSH AREA UNITED WAY INC OSHK 9202358560 16 WASHINGTON AVENUE OSHKOSH WI 54901 BETH OSWALD EX DIR STARTING 9/6 9202358560 2023-08-29 true BETH OSWALD 999009999 false CYNTHIA HINTZ CPA P00576742 9209238400 2023-08-29 2022 2023-04-26 12:10:37Z X BETH OSWALD 16 WASHINGTON AVENUE OSHKOSH WI 54901 1536317 false X WWW.OSHKOSHUNITEDWAY.ORG X 1962 WI TO IMPROVE LIVES BY LEVERAGING PEOPLE AND RESOURCES TO CREATE INNOVATIVE SOLUTIONS TO COMMUNITY NEEDS. 13 13 6 253 0 1765283 1460888 8686 5200 139929 36400 4928 20422 1918826 1522910 932787 876000 0 378937 358549 0 78895 288878 283463 1600602 1518012 318224 4898 4122788 3815329 357669 326501 3765119 3488828 RAISING AND ALLOCATING FUNDS TO ASSIST MEMBER AGENCIES IN MEETING HUMAN SERVICES NEEDS IN ORDER TO IMPROVE THE QUALITY OF LIFE IN THE COMMUNITY. false false 3476 1000 AGENCY ALLOCATIONS - ALLOCATE FUNDS TO ASSIST MEMBER AGENCIES AND OTHER UNITED WAYS IN MEETING HUMAN SERVICE NEEDS 1341452 875000 5200 COMMUNITY IMPACT - ASSIST IN HUMAN SERVICE PLANNING TO IMPROVE THE QUALITY OF LIFE IN THE COMMUNITY 1344928 true true false false false false false false true true true true false true false true true false false false false false false false true false false true false false false false false false false false false false false false false false false false false false false true 3 0 6 true false false false false false false false false false false false false X 13 13 false false false false false false false true true false false true true true true true true true true false WI X BETH OSWALD 9202358560 16 WASHINGTON AVENUE OSHKOSH WI 54901 MARY ANN L DILLING EX DIR THROU 40.00 X 74449 0 24225 BETH OSWALD EX DIR START 50.00 X 41333 0 0 BRYAN BRANDT INCOMING VIC 5.00 X X 0 0 0 MARK CYRULIK BOARD MEMBER 5.00 X 0 0 0 ANNIE ELMER UNTIL DEC BOARD MEMBER 5.00 X 0 0 0 MICHAEL STANLEY UNTIL DEC BOARD MEMBER 5.00 X 0 0 0 PAULETTE FELD BOARD MEMBER 5.00 X 0 0 0 ETHAN HAAS BOARD MEMBER 5.00 X 0 0 0 E ALAN HARTMAN BOARD MEMBER 5.00 X 0 0 0 NATHAN KASTEIN TREASURER 5.00 X X 0 0 0 DAVE KERSZTYN VICE CHAIR 5.00 X X 0 0 0 JOHN KRIZ BOARD MEMBER 5.00 X 0 0 0 JUSTINE MURPHY BOARD MEMBER 5.00 X 0 0 0 CHUCK BASTING UNIL OCT BOARD MEMBER 5.00 X 0 0 0 TINA SCHMIEDEL SECRETARY/VC 5.00 X X 0 0 0 AMY SITTER BOARD CHAIR 5.00 X X 0 0 0 JENNIFER SKOLASKI BOARD MEMBER 5.00 X 0 0 0 HOUA XIONG VC ALLOCATIO 5.00 X X 0 0 0 115782 24225 false false false 9570 9162 20000 1422156 16093 1460888 IMAGINATION LIBRARY 900099 5200 5200 5200 36400 36400 26059 9570 13407 12652 12652 58 58 58 ANNUAL MEETING/KICK-OFF 900099 4500 4500 COMMUNITY CELEBRATION REVENUE 900099 3000 3000 COMMUNITY EVENTS 900099 185 185 27 27 7712 1522910 12912 49110 876000 876000 140007 105732 17380 16895 161437 129395 18793 13249 6752 5267 810 675 29071 22674 3489 2908 21282 16600 2554 2128 36529 21917 10959 3653 13835 13835 20000 12000 6000 2000 35 35 17136 12756 1903 2477 20386 15901 2446 2039 882 688 106 88 1228 958 147 123 22435 17499 2692 2244 2517 1963 302 252 BAD DEBT 73424 57271 8811 7342 IMAGINATION LIBRARY 23815 23815 CAMPAIGN VEHICLE 18800 18800 MISCELLANEOUS 17304 14121 2172 1011 15137 10336 1790 3011 1518012 1344928 94189 78895 1250193 1208035 54794 55297 747734 599268 6342 290 6527 11930 6438 6438 1799359 1713973 257839 226536 4122788 3815329 13535 8705 341349 315011 2785 2785 357669 326501 X 2359847 2183615 1405272 1305213 3765119 3488828 4122788 3815329 X 4898 -243469 -37720 X false true X true false X 1321641 1622567 1747143 1765283 1460888 7917522 1321641 1622567 1747143 1765283 1460888 7917522 1571038 6346484 30368 35342 31831 34545 36400 168486 8086008 182322 0.78490 0.81380 X PART II, LINE 10 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true X 95446 -18122 1455 75869 88233 7213 95446 83962 4271 88233 76838 7124 83962 87889 -11051 76838 1.00000 true false 6438 6438 ROBERT W. BAIRD & CO. INVEST. 1713973 F 1713973 BENEFICIAL INT IN ASSETS HELD 125536 BENEFICIAL INTEREST IN TRUST 75869 CAMPAIGN VEHICLE 25131 226536 X 1252836 -243469 24950 -37720 -256239 1509075 13835 13835 1522910 1529127 24950 24950 1504177 13835 13835 1518012 SCHEDULE D, PAGE 2, PART IV, LINE 2B THE ORGANIZATION HELD FUNDS, WHICH WERE ESTABLISHED BY UNRELATED ORGANIZATIONS, UNDER AN AGENCY TRANSACTION. THESE FUNDS ARE REFLECTED AS LIABILITIES ON FORM 990, PART X LINE 21. SCHEDULE D, PAGE 2, PART V, LINE 4 THE FUNDS DESIGNATED BY THE BOARD OF DIRECTORS WERE ESTABLISHED TO PROVIDE FUNDS ON A LONG-TERM BASIS FOR NONRECURRING EVENTS AND EMERGENCIES. SCHEDULE D, PAGE 3, PART X OSHKOSH AREA UNITED WAY, INC. HAS BEEN CLASSIFIED AS AN OTHER-THAN PRIVATE FOUNDATION AND IS TAX-EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION IS SUBJECT TO A TAX ON INCOME FROM ANY UNRELATED BUSINESS. THE ORGANIZATION HAS EVALUATED TAX POSITIONS TAKEN FOR FILING WITH THE INTERNAL REVENUE SERVICE AND ALL STATE JURISDICTIONS WHERE IT OPERATES. THE ORGANIZATION BELIEVES THAT INCOME TAX FILING POSITIONS WILL BE SUSTAINED UPON EXAMINATION AND DOES NOT ANTICIPATE ANY ADJUSTMENTS THAT WOULD RESULT IN A MATERIAL ADVERSE EFFECT ON THE ORGANIZATIONS FINANCIAL CONDITION, RESULTS OF OPERATIONS OR CASH FLOWS. ACCORDINGLY, THE ORGANIZATION HAS NOT RECORDED ANY RESERVES, OR RELATED ACCRUALS FOR INTEREST AND PENALTIES FOR UNCERTAIN INCOME TAX POSITIONS AT DECEMBER 31, 2022. ALL YEARS NOT CLOSED BY STATUTE OF LIMITATIONS IN JURISDICTIONS REMAIN OPEN FOR EXAMINATIONS. SCHEDULE D, PAGE 4, PART XI, LINE 2D CHANGE IN VALUE OF BENEFICIAL INTEREST IN ASSETS -18,143 CHANGE IN THE VALUE OF BENEFICIAL INTERS IN TRUST -19,577 SCHEDULE D, PAGE 4, PART XIII PART V, LINE 1A AND 1G THE PRIOR ACCOUNTANT REPORTED THE INCORRECTED ACCOUNT FOR THE ENDOWMENT FUNDS. IT HAS BEEN UPDATED THIS YEAR FOR THE CORRECT BALANCES FOR PREVIOUS YEARS. GOLF OUTING 35629 9570 26059 8529 2030 300 2548 35629 9570 26059 8529 2030 300 2548 13407 12652 true ADVOCAP PO BOX 1108 FOND DU LAC WI 54936 391053365 3 122000 BRIDGES, SKILLS ENHA BIG BROTHERS BIG SISTERS 3301C N BALLARD AVENUE APPLETON WI 54911 396103907 3 45000 MENTOR 2.0, YOUTH ME BOYS & GIRLS CLUB OF OSHKOSH PO BOX 411 OSHKOSH WI 54903 396120658 3 92500 TREES FROM SEEDS MEN CHRISTINE ANN DOMESTIC ABUSE SERVICES 206 ALGOMA BLVD OSHKOSH WI 54901 391441770 3 65000 EMERGENCY SHELTER, E COVEY 1930 ALGOMA BLVD OSHKOSH WI 54901 396026845 3 42500 COMMUNITY ENGAGEMENT DAY BY DAY WARMING SHELTER 449 HIGH AVENUE OSHKOSH WI 54901 275557420 3 36000 RESOURCE COORDINATIO FAMILY SERVICES OF WISCONSIN 36 BROAD STREET SUITE 150 OSHKOSH WI 54901 390827320 3 15800 HOME VISITS GOODWILL INDUSTRIES OF NC WI INC 1800 APPLETON ROAD MENASHA WI 54952 391144913 3 25000 FINANCIAL COUNSELING GIRL SCOUTS OF NORTHWESTERN GREAT LAKES 4693 N LYNNDALE DR APPLETON WI 54913 391016314 3 18000 MEMBERSHIP , REACHIN LEGAL ACTION OF WISCONSIN INC 404 N MAIN STREET 702 OSHKOSH WI 54901 391077192 3 57500 EVICTION AND HOMELES OSHKOSH AREA COMMUNITY PANTRY 2551 JACKSON STREET OSHKOSH WI 54901 263714702 3 30000 KIDS PROGRAMMING OSHKOSH AREA SCHOOL DISTRICT 215 EAGLE ST OSHKOSH WI 54901 391414354 GOV 97000 SUMMER CLIMB AKA KIN OSHKOSH COMMUNITY YMCA 324 WASHINGTON AVE OSHKOSH WI 54901 390878909 3 20000 MEMBER SCHOLARSHIPS OSHKOSH FIRE DEPT 101 COURT ST OSHKOSH WI 54901 396005563 GOV 7200 OFD MENTAL HEALTH IN OSHKOSH SATURDAY FARMERS MARKET PO BOX 1201 OSHKOSH WI 54903 455135065 3 8000 BONUS 10 FOOD BUCKS REACH COUNSELING 1509 S COMMERCIAL STREET NEENAH WI 54956 391292277 3 57000 ADVOCACY, COUNSELING SOLUTIONS RECOVERY INC 621 EVANS STREET OSHKOSH WI 54901 392039973 3 40000 SOLUTIONS SOBER LIVI TRI-COUNTY DENTAL 9 TRI PARK WAY APPLETON WI 54914 470862462 3 15000 ROBERT GLASS FOCUS O UNITED WAY FOX CITIES 1455 MIDWAY ROAD MENASHA WI 54952 390912895 3 30000 BE WELL FOX VALLEY F UNIVERSITY OF WISCONSIN OSHKOSH 800 ALGOMA BLVD OSHKOSH WI 54901 391805963 GOV 8000 UNIVERSITY OF WISCON WINNEBAGO LITERACY COUNCIL 106 WASHINGTON AVE OSHKOSH WI 54901 391679291 3 36000 ROAD TO WORK 21 SCHEDULE I, PAGE 1, PART I, LINE 2 THE ORGANIZATION MAINTAINS AN ALLOCATIONS & COMMUNITY IMPACT COMMITTEE THAT OVERSEES THE INVESTIGATION OF REQUESTS FOR ASSISTANCE AND MAINTAINS AN ONGOING RELATIONSHIP WITH RECIPIENTS TO ENSURE PROPER USE OF FUNDS FOR THEIR PROGRAMS. FORM 990, PAGE 6, PART VI, LINE 11B A COMPLETE COPY OF THE 990 IS PROVIDED TO THE INVESTMENT AND AUDIT COMMITTEE MEMBERS AND THE BOARD OF DIRECTORS FORM 990, PAGE 6, PART VI, LINE 12C BOARD MEMBERS, COMMITTEE MEMBERS, AND EMPLOYEES DISCLOSE POTENTIAL CONFLICTS IN WRITING FORM 990, PAGE 6, PART VI, LINE 15A THE PRESIDENT/CEO RECEIVES A REVIEW ANNUALLY BY THE EXECUTIVE COMMITTEE, WHICH IS MADE UP OF INDEPENDENT PERSONS. THE COMMITTEE MAKES ITS RECOMMENDATION TO THE BOARD, AND IT IS VOTED ON DURING THEIR REGULAR MEETING. THE RESULT IS DOCUMENTED IN THE MINUTES. NO OTHER OFFICERS RECEIVE COMPENSATION. FORM 990, PAGE 6, PART VI, LINE 15B THE PRESIDENT/CEO RECEIVES A REVIEW ANNUALLY BY THE EXECUTIVE COMMITTEE, WHICH IS MADE UP OF INDEPENDENT PERSONS. THE COMMITTEE MAKES ITS RECOMMENDATION TO THE BOARD, AND IT IS VOTED ON DURING THEIR REGULAR MEETING. THE RESULT IS DOCUMENTED IN THE MINUTES. NO OTHER OFFICERS RECEIVE COMPENSATION. FORM 990, PAGE 6, PART VI, LINE 19 DOCUMENTS, INCLUDING GOVERNING, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS, ARE AVAILABLE TO THE PUBLIC ON THE ORGANIZATION'S WEBSITE AND UPON REQUEST. FORM 990, PART XI, LINE 9 RETURN ON BENEFICIAL INTEREST IN ASSETS -18,143 RETURN ON BENEFICIAL INTEREST IN TRUST -19,577 TOTAL -37,720