2025-10-30T09:37:30-04:00 2024-12-31 391392227 HUBERTY & ASSOCIATES SC 37 N PIONEER RD FOND DU LAC WI 54935 990 2024-01-01 391017908 OSHKOSH AREA UNITED WAY INC OSHK 9202358560 16 WASHINGTON AVENUE OSHKOSH WI 54901 BETH OSWALD EXECUTIVE DIRECTOR 9202358560 2025-10-21 true true CYNTHIA HINTZ CPA P00576742 9209238400 2025-10-21 2024 2025-03-06 01:10:19Z BETH OSWALD 16 WASHINGTON AVENUE OSHKOSH WI 54901 1705054 false X WWW.OSHKOSHUNITEDWAY.ORG X 1962 WI TO IMPROVE LIVES BY LEVERAGING PEOPLE AND RESOURCES TO CREATE INNOVATIVE SOLUTIONS TO COMMUNITY NEEDS. 17 17 4 300 0 1468234 1335028 77546 29995 70411 60482 25719 6706 1641910 1432211 882050 999568 0 344719 419079 0 72613 386572 369617 1613341 1788264 28569 -356053 4091954 3978206 404765 465681 3687189 3512525 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 1193 1000 AGENCY ALLOCATIONS - ALLOCATE FUNDS TO ASSIST MEMBER AGENCIES AND OTHER UNITED WAYS IN MEETING HUMAN SERVICE NEEDS 1584643 998568 37042 COMMUNITY IMPACT - ASSIST IN HUMAN SERVICE PLANNING TO IMPROVE THE QUALITY OF LIFE IN THE COMMUNITY 1585836 true true false false false false false false true true true false false true true true true false false false false false false false true false false true false true false false false false false false false false true false false false false false false false false true 3 0 true 4 true false false false false false false false false false false false false X 17 17 false false true 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 BETH OSWALD EXECUTIVE DI 40.00 X 141357 0 23251 BRYAN BRANDT VICE CHAIR 5.00 X X 0 0 0 MATT BRAY BOARD MEMBER 5.00 X 0 0 0 SHANE CARTER BOARD MEMBER 5.00 X 0 0 0 KELLY CHARTRE BOARD MEMBER 5.00 X 0 0 0 MARK CYRULIK BOARD MEMBER 5.00 X 0 0 0 PAULETTE FELD BOARD MEMBER 5.00 X 0 0 0 E ALAN HARTMAN PAST CHAIR 5.00 X 0 0 0 CLINT HERRICK BOARD MEMBER 5.00 X 0 0 0 NATHAN KASTEIN TREASURER 5.00 X X 0 0 0 DAVE KERSZTYN BOARD CHAIR 5.00 X X 0 0 0 JOHN KRIZ BOARD MEMBER 5.00 X 0 0 0 JUSTINE MURPHY SECRETARY 5.00 X X 0 0 0 TRISHA RATHERMEL BOARD MEMBER 5.00 X 0 0 0 DAVE RICHTER BOARD MEMBER 5.00 X 0 0 0 KALEB SCHINSCHKI BOARD MEMBER 5.00 X 0 0 0 JEFF WRIGHT BOARD MEMBER 5.00 X 0 0 0 HOUA XIONG BOARD MEMBER 5.00 X 0 0 0 141357 23251 1 false true false 13573 1085 15000 1305370 42385 1335028 COMMUNITY EVENTS 900099 20995 20995 IMAGINATION LIBRARY 900099 9000 9000 29995 55892 55892 260139 255549 4590 4590 4590 11900 13573 16144 -4244 -4244 5053 1150 3903 3903 MISCELLANEOUS 900099 4297 4297 T-SHIRT SPONSOR 900099 2500 2500 DAY OF CARING 900099 250 250 7047 1432211 37042 60141 999568 999568 164608 126748 19753 18107 185557 142879 22267 20411 8273 6370 993 910 36242 27906 4349 3987 24399 18787 2928 2684 1150 253 885 12 31590 6950 24324 316 15448 15448 16896 3717 13010 169 546 546 50895 38503 5442 6950 30381 16886 10954 2541 382 294 46 42 3593 2767 431 395 18689 14391 2243 2055 1957 234 1663 60 2277 1753 273 251 BAD DEBT 85346 85346 IMAGINATION LIBRARY 45415 45415 MISCELLANEOUS 34169 32802 342 1025 SUBSCRIPTIONS 14484 3911 10573 16399 13721 553 2125 1788264 1585836 129815 72613 1113109 113301 55806 683414 663359 698673 16965 48160 12169 10530 10500 3187 9270 7313 1895716 2099583 325560 317232 4091954 3978206 26365 28937 301331 387191 2785 2785 74284 46768 404765 465681 X 2399664 2272672 1287525 1239853 3687189 3512525 4091954 3978206 X -356053 163509 17880 X false true X true false X 1747143 1765283 1460888 1468234 1335028 7776576 1747143 1765283 1460888 1468234 1335028 7776576 1785545 5991031 31831 34545 36400 49579 55892 208247 7984823 280017 0.75030 0.75680 X PART II, LINE 10 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true X 80502 351 8269 6267 82855 75869 9809 5176 80502 95446 -18122 1455 75869 88233 7213 95446 83962 4271 88233 1.00000 true false 10500 3187 7313 7313 BENEFICIAL INT IN ASSETS HELD 162560 BENEFICIAL INTEREST IN TRUST 82855 OPERATING LEASE RIGHT-OF-USE ASSET 48744 CAMPAIGN VEHICLE 23073 317232 OPERATING LEASE LIABILITY 46768 46768 X 1598402 163509 250 17880 181639 1416763 15448 15448 1432211 1773066 250 250 1772816 15448 15448 1788264 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, 2024 AND 2023. 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 11,820 CHANGE IN THE VALUE OF BENEFICIAL INTERS IN TRUST 6,060 GOLF OUTING 25473 13573 11900 5162 6120 2944 1918 25473 13573 11900 5162 6120 2944 1918 16144 -4244 true OSHKOSH FIRE DEPT 101 COURT ST OSHKOSH WI 54901 396005563 GOV 6900 OFD MENTAL HEALTH IN OSHKOSH SATURDAY FARMERS MARKET PO BOX 1201 OSHKOSH WI 54903 455135065 3 8000 BONUS 10 FOOD BUCKS COMMUNITY FOR HOPE OF GREATER 2700 W 9TH AVENUE SUITE 100 OSHKOSH WI 54904 421532927 3 8000 COMMUNITY FOR HOPE FOX VALLEY MEMORY PROJECT 1800 APPLETON RD MENASHA WI 54952 823556549 3 8000 DEMENTIA SUPPORT COMMUNITY CLOTHES CLOSET 1465-B OPPORTUNITY WAY MENASHA WI 54952 391394270 3 10000 TRAVELING CLOSET GOODWILL INDUSTRIES OF NC WI INC 1800 APPLETON ROAD MENASHA WI 54952 391144913 3 10000 FINANCIAL COUNSELING VALLEY PACKAGING 110 N KENSINGTON DRIVE APPLETON WI 54915 390921632 3 10000 EARLY INTERVENTION P PEOPLE OF PROGRESSION 611 N LYNNDALE DR STE 140 APPLETON WI 54914 853915989 3 10000 HELPING OURSELVES CHILD CARE RESOURCE AND REFERRAL 1001 W KENNEDY AVE KIMBERLY WI 54136 391606155 3 10851 DREAM UP SAMARITAN COUNSELING CENTER OF THE FOX VALLEY INC 1205 PROVINCE TERRACE MENASHA WI 54952 391214216 3 12000 COUNSELING GIRL SCOUTS OF NORTHWESTERN GREAT LAKES 4693 N LYNNDALE DR APPLETON WI 54913 391016314 3 14000 MEMBERSHIP , REACHIN UNIVERSITY OF WISCONSIN OSHKOSH 800 ALGOMA BLVD OSHKOSH WI 54901 391805963 GOV 15500 GROWING READERS GO TRANSIT 926 DEMPSEY TRAIL OSHKOSH WI 54902 396005563 17700 ACCESS TO JOBS OSHKOSH COMMUNITY YMCA 324 WASHINGTON AVE OSHKOSH WI 54901 390878909 3 20000 MEMBER SCHOLARSHIPS BIG BROTHERS BIG SISTERS 3301C N BALLARD AVENUE APPLETON WI 54911 396103907 3 25000 OUTH MENTORING FAMILY SERVICES OF WISCONSIN 36 BROAD STREET SUITE 150 OSHKOSH WI 54901 390827320 3 25000 HOME VISITS TRI-COUNTY DENTAL 9 TRI PARK WAY APPLETON WI 54914 470862462 3 25000 ROBERT GLASS FOCUS O UNITED WAY FOX CITIES 1455 MIDWAY ROAD MENASHA WI 54952 390912895 3 30000 211 OSHKOSH AREA COMMUNITY PANTRY 2551 JACKSON STREET OSHKOSH WI 54901 263714702 3 35000 KIDS PROGRAMMING OSHKOSH KID'S FOUNDATION INC PO BOX 1433 OSHKOSH WI 54903 842675271 3 35000 TINY HOUSE VILLAGE WINNEBAGO LITERACY COUNCIL 106 WASHINGTON AVE OSHKOSH WI 54901 391679291 3 37000 ROAD TO WORK COVEY 1930 ALGOMA BLVD OSHKOSH WI 54901 396026845 3 37500 COMMUNITY ENGAGEMENT WINNEBAGO COUNTY HUMAN SERVICES 220 WASHINGTON AVE OSHKOSH WI 54901 396005760 GOV 44712 HELP COLLABORATIVE OSHKOSH AREA SCHOOL DISTRICT 215 EAGLE ST OSHKOSH WI 54901 391414354 GOV 50000 ESOL, RISE UP DAY BY DAY WARMING SHELTER 449 HIGH AVENUE OSHKOSH WI 54901 275557420 3 55000 RESOURCE COORDINATIO SOLUTIONS RECOVERY INC 621 EVANS STREET OSHKOSH WI 54901 392039973 3 55000 SOLUTIONS SOBER LIVI REACH COUNSELING 1509 S COMMERCIAL STREET NEENAH WI 54956 391292277 3 57000 ADVOCACY, COUNSELING CHRISTINE ANN DOMESTIC ABUSE SERVICES 206 ALGOMA BLVD OSHKOSH WI 54901 391441770 3 70000 EMERGENCY SHELTER, E LEGAL ACTION OF WISCONSIN INC 404 N MAIN STREET 702 OSHKOSH WI 54901 391077192 3 70000 EVICTION AND HOMELES ADVOCAP PO BOX 1108 FOND DU LAC WI 54936 391053365 3 80000 BRIDGES, SKILLS ENHA BOYS & GIRLS CLUB OF OSHKOSH PO BOX 411 OSHKOSH WI 54903 396120658 3 87500 BACK TO SCHOOL FAIR 30 1 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. X false false false false false false false false false BETH OSWALD EXECUTIVE DIRECTOR 141357 11162 12089 164608 X FUNDRAISING 20 9073 X PROGRAM EXPENSE 22 29912 X COPIER 1 2200 X SPECIAL EVENTS 4 1200 false false false FORM 990, PAGE 6, PART VI, LINE 4 AMENDED AND RESTATED BYLAWS ON MAY 22,2024 1) ADDED CORE VALUES 2) ADDED AN ARTICLE FOR INDEMNIFICATION OF MEMBERS AND A SECTION ON THE REMOVAL AND RESIGNATION OF A BOARD MEMBER 3) REFINED COMMITTEE DESCRIPTIONS 4) REMOVED THE ENTIRE SECTION DEFINING THE CRITERIA FOR PARTICIPATING AGENCIES. 5) UNITED WAY PREVIOUSLY REQUIRED AGENCIES TO FIRST GO THROUGH AN APPLICATION PROCESS AND BE APPROVED BY THE BOARD TO BE ACCEPTED AS A "PARTNER AGENCY" BEFORE THEY COULD BE ELIGIBLE TO APPLY FOR FUNDING. THOSE AGENCIES WERE STRICTLY PROHIBITED FROM RUNNING ANY TYPE OF FUNDRAISING CAMPAIGN BETWEEN OCTOBER - DECEMBER. WE'VE ELIMINATED THAT RESTRICTION AND THROUGH THE FUNDING APPLICATION WE ACQUIRE ALL THE NECESSARY DOCUMENTATION TO VALIDATE COMPLIANCE AND FISCAL HEALTH OF THE ORG AND PROGRAM, ELIMINATING THE ADDITIONAL STEP TO FIRST BECOME A "PARTNER". 7) REMOVED THE SECTION ABOUT THE OAUW LEGACY ENDOWMENT FUND - THE BOARD PREFERRED THAT TO BE PART OF A SEPARATE INVESTMENT POLICY VS. IN THE BYLAWS. 8) ADDED A SECTION ON DISSOLUTION OF THE CORPORATION. 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 DISCLOSURE AGREEMENTS ARE REQUIRED TO BE FILLED OUT IF THERE IS A CHANGE DURING THE YEAR. THE BOARD MANAGEMENT COMMITTEE MONITORS THE CONFLICT OF INTEREST POLICY. 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 11,820 RETURN ON BENEFICIAL INTEREST IN TRUST 6,060 TOTAL 17,880