2026-02-16T16:59:31-06:00 2025-03-31 410746749 CLIFTONLARSONALLEN LLP 1660 OSHKOSH AVE SUITE 200 OSHKOSH WI 54902 990 2024-04-01 390912895 UNITED WAY FOX CITIES INC UNIT 9209547210 1455 MIDWAY ROAD MENASHA WI 54952 LISA KOGAN-PRASKA PRESIDENT/CEO 9209547210 2026-02-16 1 1 KELCEY LEITL P01584977 9202315890 2026-02-16 2024 2025-03-06 01:10:19Z LISA KOGAN-PRASKA 1455 MIDWAY ROAD MENASHA WI 54952 10127377 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. 20 20 55 1138 0 0 10058695 9797438 0 49835 653291 184315 107363 89577 10819349 10121165 8427352 7617592 0 0 3232419 2048844 0 0 643903 1142113 895836 12801884 10562272 -1982535 -441107 11741117 10866959 5873388 5427188 5867729 5439771 X TO IMPROVE LIVES BY BRINGING DIVERSE PEOPLE TOGETHER TO BUILD A STRONGER, MORE CARING COMMUNITY FOR EVERYONE. 0 0 7036854 6608728 49835 COMMUNITY DEVELOPMENT - UNITED WAY FOX CITIES PARTNERS WITH KEY STAKEHOLDERS AND AREA EXPERTS TO IDENTIFY OUR COMMUNITY'S GREATEST NEEDS AND DETERMINE STRATEGIES THAT RESULT IN MEASURABLE CHANGE TO IMPACT COMMUNITY NEED IN THREE AREAS: HEALTH, EDUCATION AND FINANCIAL STABILITY. VOLUNTEERS HELP US INVEST IN INITIATIVES, GRANTS, COLLABORATIONS AND PROGRAMS AT LOCAL PARTNER AGENCIES THAT WORK TOGETHER TO SUPPORT OUR STRATEGIES. UNITED WAY FOX CITIES IS INVESTING 6 MILLION DOLLARS IN VARIOUS NON-PROFIT PROGRAMS AND INITIATIVES WHICH HELP TO SERVE CLOSE TO 85,000 INDIVIDUALS. UNITED WAY FOX CITIES PARTNERS WITH OTHER AGENCIES TO CREATE INITIATIVES THAT ADDRESS CRITICAL GAPS IN SERVICES. 479661 479661 0 GRANT MANAGEMENT - UNITED WAY FOX CITIES SUPPORTS COMMUNITY PARTNERS, PROGRAMS AND INITIATIVES THROUGH GRANT APPLICATION AND MANAGEMENT TO ALLOW ORGANIZATIONS TO RECEIVE ADDITIONAL FUNDING AND DONATIONS WHILE WORKING TO IMPROVE THEIR COMMUNITIES. 360000 360000 73000 PATH - UNITED WAY FOX CITIES' PATH (PROVIDING ACCESS TO HEALING) FOR STUDENTS IS A SCHOOL-BASED PROGRAM DESIGNED TO IMPROVE ACCESS TO MENTAL HEALTH SERVICES AND THERAPY FOR CHILDREN AND YOUTH WHO ARE UNABLE TO OBTAIN CARE ELSEWHERE IN THE COMMUNITY. 315463 0 0 UNITED WAY 2-1-1 - UNITED WAY FOX CITIES' 2-1-1 PROVIDES EASY, SIMPLE ACCESS TO HEALTH AND HUMAN SERVICES, GIVES CALLERS AN OPPORTUNITY TO GET OR GIVE HELP, AND SERVES AS A HUB FOR COMMUNITY INFORMATION IN TIMES OF DISASTER. 2-1-1 IS AVAILABLE 7 DAYS A WEEK, 24 HOURS A DAY, AND IS FREE AND CONFIDENTIAL FOR CALLERS. ANNUALLY, UNITED WAY FOX CITIES 2-1-1 RESPONDS TO MORE THAN 14,000 CALLS, TEXTS AND CHATS RESULTING IN MORE THAN 27,000 REFERRALS ON AVERAGE. TOP REFERRAL REQUESTS INCLUDE HOUSING/SHELTER, MENTAL HEALTH/ADDICTIONS AND UTILITIES. 251538 0 0 AMERICORPS - UNITED WAY FOX CITIES' AMERICORPS PROGRAM SERVES COMMUNITIES IN CALUMET, OUTAGAMIE, WINNEBAGO AND NEIGHBORING WISCONSIN COUNTIES TO PROVIDE CAPACITY-BUILDING SERVICES TO IMPROVE PHYSICAL, MENTAL, AND SOCIAL HEALTH AND WELL-BEING THROUGHOUT THE FOX VALLEY. AMERICORPS MEMBERS SUPPORT HOST ORGANIZATIONS TO EXPAND SERVICES, ENGAGE DIVERSE POPULATIONS, AND ADVANCE HEALTH EQUITY IN OUR COMMUNITY. IN 2024-25, 16 AMERICORPS MEMBERS WERE ENROLLED TO SERVE AT 8 PARTNER ORGANIZATIONS. UNITED WAY FOX CITIES' AMERICORPS PROGRAM IS FUNDED THROUGH THE CORPORATION FOR NATIONAL AND COMMUNITY SERVICE. 239559 162203 0 DIAPER BANK - THE MISSION OF THE DIAPER BANK IS TO IMPROVE LIVES BY ASSISTING FAMILIES WITH DIAPER AND FAMILY HYGIENE NEEDS. 196916 7000 0 BE WELL FOX VALLEY - BE WELL FOX VALLEY IS A THREE-COUNTY COMMUNITY INITIATIVE LED BY A MULTI-SECTOR TEAM INCLUDING HEALTHCARE, LOCAL GOVERNMENTS, PRIVATE SECTOR AND NON-PROFIT LEADERS, EDUCATION, AND PHILANTHROPY WORKING TOGETHER TO CREATE A COMMUNITY WHERE ALL PEOPLE HAVE THE OPPORTUNITY TO LIVE LONGER, HEALTHIER AND HAPPIER. THIS HAPPENS THROUGH COLLABORATION AND COMMITMENT FROM DIVERSE PARTNERS AND COMMUNITY MEMBERS WORKING TOGETHER TO ADVANCE A CULTURE OF HEALTH AND WELL-BEING FOR PEOPLE LIVING IN CALUMET, OUTAGAMIE, AND WINNEBAGO COUNTIES OF WISCONSIN. BE WELL FOX VALLEY WORKS TO CREATE HEALTHY LOCAL SETTINGS THAT PROMOTE HEALTHY CHOICES AND BEHAVIORS, A VIBRANT REGIONAL FOOD SYSTEM, A COHESIVE AND CONNECTED MULTI-MODAL NETWORK THAT PROVIDES TRANSPORTATION AND RECREATION, INCLUSIVE PUBLIC SPACES THAT FOSTER SOCIAL CONNECTION, AND COMMUNITY-CLINICAL PARTNERSHIPS THAT HELP PREVENT AND MANAGE CHRONIC DISEASE. 47743 0 0 UNITED WAY FOX CITIES ENGAGES COMMUNITY MEMBERS YEAR-ROUND IN VARIOUS VOLUNTEER ACTIVITIES (E.G. DIAPER REPACKS, BOOK PACKAGING, ETC.) AND ONGOING VOLUNTEERROLES (E.G. COMMITTEES, BOARD OF DIRECTORS, DONOR NETWORKS, ETC.) DRIVING COMMUNITY IMPACT THROUGH VOLUNTEER ENGAGEMENT ACTIVITIES. 1051219 169203 0 8927734 1 1 0 0 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 0 0 0 0 0 0 0 0 0 1 21 0 1 55 1 0 0 0 0 0 0 0 0 0 0 0 0 X 20 20 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WI X X LISA KOGAN-PRASKA 9209547210 1455 MIDWAY ROAD MENASHA WI 54952 KIM BASSETT CHAIR 1.00 X X 0 0 0 DUSTIN MCCLONE PAST CHAIR 0.50 X X 0 0 0 WENDY ROSPLOCH VICE CHAIR 1.00 X X 0 0 0 SUE VANDEN BROEK SECRETARY 0.50 X X 0 0 0 AMY VAN STRATEN TREASURER 1.00 X X 0 0 0 RYAN BATLEY DIRECTOR 0.50 X 0 0 0 JOHN BERE DIRECTOR 0.50 X 0 0 0 RAYON BROWN DIRECTOR 0.50 X 0 0 0 KATI BRUMLIC DIRECTOR 0.50 X 0 0 0 BEN BRUNS DIRECTOR 0.50 X 0 0 0 TIM HOFF DIRECTOR 0.50 X 0 0 0 MIKE KESSENICH DIRECTOR - AS OF 8/2024 0.50 X 0 0 0 NATHAN LEITERITZ DIRECTOR - AS OF 6/2024 0.50 X 0 0 0 PENNY RANSOM DIRECTOR - AS OF 8/2024 0.50 X 0 0 0 MIKE RIEGSECKER DIRECTOR 0.50 X 0 0 0 JAKE RUATTI DIRECTOR 0.50 X 0 0 0 BRENTON TEELING DIRECTOR 0.50 X 0 0 0 TIM VAN HIMBERGEN DIRECTOR - AS OF 6/2024 0.50 X 0 0 0 TAMI VAN STRATEN DIRECTOR - AS OF 6/2024 0.50 X 0 0 0 DAVID VOSS III DIRECTOR 0.50 X 0 0 0 LISA KOGAN-PRASKA PRESIDENT/CEO 50.00 X 167708 0 6198 WENDY KRUEGER CHIEF OPERATING OFFICER 45.00 X 116802 0 29618 PETER C KELLY PRESIDENT/CEO - FORMER 0.00 X 292667 0 0 577177 0 35816 3 1 1 0 0 68981 651927 9076530 784 9797438 SERVICE FEES 900099 49835 49835 49835 76757 76757 112770 1000 0 6212 112770 -5212 107558 107558 PROGRAM REIMBURSEMENT 900009 73000 73000 MISCELLANEOUS 900099 16577 16577 89577 10121165 122835 0 200892 7617592 7617592 183024 91512 91512 292667 292667 1173328 758081 149469 265778 39742 19453 12789 7500 200589 97868 39621 63100 159494 73207 62826 23461 38702 38702 30054 30054 156757 64760 83196 8801 86084 10615 18213 57256 41808 25450 5857 10501 87900 37748 27992 22160 98862 2759 4763 91340 12293 892 10685 716 117746 55119 34317 28310 104551 49140 30843 24568 36488 4358 30114 2016 LICENSING 57629 11184 23009 23436 MISCELLANEOUS 14862 2652 -27 12237 SUPPLIES 8661 4684 2479 1498 DUES AND SUBSCRIPTIONS 3439 660 1554 1225 10562272 8927734 990635 643903 X 651249 1654373 62040 63036 3667676 3524872 613928 640429 161418 0 26180 24870 2029448 1085455 1050472 943993 5206019 4015386 302135 0 11741117 10866959 1001798 680880 4871590 4746308 5873388 5427188 X 4221492 3719123 1646237 1720648 5867729 5439771 11741117 10866959 -441107 13149 0 X 0 1 X 1 0 X 10172044 9930381 10051106 10058695 9797438 50009664 10172044 9930381 10051106 10058695 9797438 50009664 10108413 39901251 140402 149248 152649 127629 76757 646685 18830 20344 30273 41488 16577 127512 50783861 316448 0.78570 0.80110 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2020 AMOUNT: $ 18,830. 2021 AMOUNT: $ 20,344. 2022 AMOUNT: $ 30,273. 2023 AMOUNT: $ 41,488. 2024 AMOUNT: $ 16,577. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1446569 37500 109340 14046 1579363 1226510 32500 200206 12647 1446569 1274571 45000 -81568 11493 1226510 1226876 41629 17545 11479 1274571 879656 38350 318643 9773 1226876 0.20850 0.48580 0.30570 1 0 15000 15000 1368927 586019 782908 645521 499436 146085 943993 BENEFICIAL INTEREST IN ASSETS AT COMMUNITY FOUNDATION 4015386 F 4015386 X 9419405 13149 17725 30874 9388531 30054 702580 732634 10121165 9847363 17725 5212 22937 9824426 30054 707792 737846 10562272 PART V, LINE 4: LEGACY OF CARING FUND - ESTABLISHED BY THE ORGANIZATION'S BOARD OF DIRECTORS USING A PRIOR UNRESTRICTED DONATION AND DESIGNATING THE NET INCOME TO BE USED TO SUPPORT HEALTH AND HUMAN SERVICE PROGRAMS IN THE FOX VALLEY ADMINISTRATIVE ENDOWMENT FUND - ESTABLISHED BY THE ORGANIZATION'S BOARD OF DIRECTORS USING A PRIOR DONATION RESTRICTED BY THE DONOR TO PROVIDE FOR THE LONG-TERM FUNDING OF THE ORGANIZATION'S ADMINISTRATIVE AND OPERATING EXPENSES IMPACT AREA ENDOWMENT FUND - ESTABLISHED BY THE ORGANIZATION'S BOARD OF DIRECTORS USING A PRIOR UNRESTRICTED DONATION AND DESIGNATING THE NET INCOME TO BE USED TO PROVIDE FUNDING FOR IDENTIFIED IMPACT AREAS PART X, LINE 2: UNITED WAY FOX CITIES, INC. IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC). HOWEVER, INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE ORGANIZATION'S TAX-EXEMPT PURPOSE IS SUBJECT TO TAXATION ON UNRELATED BUSINESS INCOME. IN ADDITION, THE ORGANIZATION QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A) AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A)(1). THE ORGANIZATION IS ALSO EXEMPT FROM WISCONSIN INCOME TAXES. PENALTIES AND INTEREST ASSESSED BY INCOME TAXING AUTHORITIES ARE INCLUDED IN MANAGEMENT AND GENERAL EXPENSES, IF APPLICABLE. THE ORGANIZATION HAD NO INTEREST AND PENALTIES RELATED TO INCOME TAXES FOR THE FISCAL YEAR ENDED MARCH 31, 2025. PART XI, LINE 4B - OTHER ADJUSTMENTS: ALLOCATIONS FUNDED THROUGH DESIGNATIONS 707,792. LOSS ON SALE OF ASSETS INCLUDED ON PART VIII, LINE 7D -5,212. PART XII, LINE 2D - OTHER ADJUSTMENTS: LOSS ON SALE OF ASSETS INCLUDED ON PART VIII, LINE 7D 5,212. PART XII, LINE 4B - OTHER ADJUSTMENTS: ALLOCATIONS FUNDED THROUGH DESIGNATIONS 707,792. 1 ADVOCAP INC 19 W 1ST ST FOND DU LAC WI 54936 391053365 501(C)3 55934 0 PROGRAM OPERATING COSTS AMERICAN RED CROSS NORTHEAST WI CHAPTER 515 S WASHBURN ST STE 201 OSHKOSH WI 54901 530196605 501(C)3 65708 0 PROGRAM OPERATING COSTS APPLETON PUBLIC LIBRARY 100 N APPLETON ST APPLETON WI 54911 396005381 501(C)3 7467 0 PROGRAM OPERATING COSTS BIG BROTHERS BIG SISTERS OF EAST CENTRAL WISCONSIN 1331 AMERICAN DR NEENAH WI 54956 396103907 501(C)3 336740 0 PROGRAM OPERATING COSTS BOYS & GIRLS BRIGADE ASSOCIATION INC 109 W COLUMBIAN AVE NEENAH WI 54956 390813396 501(C)3 50000 0 PROGRAM OPERATING COSTS BOYS & GIRLS CLUB OF THE FOX VALLEY 160 S BADGER AVE APPLETON WI 54914 391225709 501(C)3 427220 0 PROGRAM OPERATING COSTS BRIDGES CHILD ENRICHMENT CENTER 803 E COLLEGE AVE APPLETON WI 54911 391340963 501(C)3 160359 0 PROGRAM OPERATING COSTS CAP SERVICES 17 PARK PLACE STE 950 APPLETON WI 54914 391080897 501(C)3 186485 0 PROGRAM OPERATING COSTS CASA OF THE FOX CITIES 1500 N CASALOMA DR STE 200 APPLETON WI 54913 460740362 501(C)3 74735 0 PROGRAM OPERATING COSTS CATALPA 4635 W COLLEGE AVE APPLETON WI 54914 390812532 501(C)3 247080 0 PROGRAM OPERATING COSTS CATALPA - PATH 4635 W COLLEGE AVE APPLETON WI 54914 390812532 501(C)3 265000 0 PROGRAM OPERATING COSTS CATHOLIC FOUNDATION FOR THE DIOCESE OF GREEN BAY 214 E SUMMER ST APPLETON WI 54911 390808438 501(C)3 90666 0 PROGRAM OPERATING COSTS CHILDCARE RESOURCE & REFERRAL CENTER 1001 W KENNEDY AVE KIMBERLY WI 54136 391606155 501(C)3 84235 0 PROGRAM OPERATING COSTS CHRISTINE ANN DOMESTIC ABUSE SERVICES INC 1416 S COMMERCIAL ST STE A NEENAH WI 54956 391441770 501(C)3 98198 0 PROGRAM OPERATING COSTS COMMUNITY EARLY LEARNING CENTER 313 S STATE ST APPLETON WI 54911 471117143 501(C)3 15000 0 PROGRAM OPERATING COSTS COMMUNITY FAMILY RESOURCE CENTERS INC 330 W HICKORY ST SEYMOUR WI 54165 396017468 501(C)3 32000 0 PROGRAM OPERATING COSTS COVEY INC 363 BROAD ST STE 120 OSHKOSH WI 54903 396026845 501(C)3 21398 0 PROGRAM OPERATING COSTS FAMILY SERVICES OF NORTHEAST WISCONSIN 1810 APPLETON RD MENASHA WI 54952 390827320 501(C)3 514129 0 PROGRAM OPERATING COSTS FAMILY SERVICES OF NORTHEAST WISCONSIN - PATH 1810 APPLETON RD MENASHA WI 54952 390827320 501(C)3 110000 0 PROGRAM OPERATING COSTS FOX VALLEY DATA EXCHANGE 1455 MIDWAY RD MENASHA WI 54952 931833200 501(C)3 25000 0 PROGRAM OPERATING COSTS FOX VALLEY LITERACY COUNCIL INC 130 E FRANKLIN ST APPLETON WI 54911 391682277 501(C)3 110476 0 PROGRAM OPERATING COSTS FOX VALLEY MEMORY PROJECT 1800 APPLETON RD MENASHA WI 54952 391242451 501(C)3 84250 0 PROGRAM OPERATING COSTS FRIENDSHIP PLACE 220 N COMMERCIAL ST NEENAH WI 54956 392029900 501(C)3 117298 0 PROGRAM OPERATING COSTS GIRL SCOUTS OF THE NORTHWEST GREAT LAKES 4693 N LYNNDALE DR APPLETON WI 54913 390816897 501(C)3 120504 0 PROGRAM OPERATING COSTS GOODWILL INDUSTRIES OF NORTH CENTRAL WISCONSIN INC 1800 APPLETON RD MENASHA WI 54952 391144913 501(C)3 164819 0 PROGRAM OPERATING COSTS GREAT RIVERS UNITED WAY 1855 E MAIN ST ONALASKA WI 54650 390848188 501(C)3 12500 0 PROGRAM OPERATING COSTS HARBOR HOUSE DOMESTIC ABUSE PROGRAM 720 W FIFTH ST APPLETON WI 54914 391870927 501(C)3 313294 0 PROGRAM OPERATING COSTS LEGAL ACTION OF WISCONSIN 201 W WALNUT ST STE 203 GREEN BAY WI 54303 391077192 501(C)3 70875 0 PROGRAM OPERATING COSTS LUTHERAN SOCIAL SERVICES OF WISCONSIN & UPPER MICHIGAN 3003 N RICHMOND ST STE A APPLETON WI 54911 390816846 501(C)3 18542 0 PROGRAM OPERATING COSTS MULTICULTURAL COALITION 333 1ST ST STE D MENASHA WI 54952 873466580 501(C)3 63949 0 PROGRAM OPERATING COSTS NEW MENTAL HEALTH CONNECTION PO BOX 374 APPLETON WI 54912 452657700 501(C)3 75850 0 PROGRAM OPERATING COSTS NAHBRS 3020 E WINSLOW AVE APPLETON WI 54911 391652869 501(C)3 20000 0 PROGRAM OPERATING COSTS NAMI - FOX VALLEY 516 W 6TH ST APPLETON WI 54911 391545497 501(C)3 123744 0 PROGRAM OPERATING COSTS CITY OF MENASHA PUBLIC HEALTH DEPARTMENT 100 MAIN ST MENASHA WI 54952 391471332 GOVT 53306 0 PROGRAM OPERATING COSTS NEENAH-MENASHA DIAL A RIDE 211 WALNUT ST NEENAH WI 54956 396005543 501(C)3 8000 0 PROGRAM OPERATING COSTS NEW HMONG PROFESSIONALS INC 1444 E NORTHLAND AVE APPLETON WI 54911 870901410 501(C)3 27498 0 PROGRAM OPERATING COSTS NON-PROFIT LEADERSHIP INITIATIVE 4455 W LAWRENCE ST APPLETON WI 54914 391548450 501(C)3 25000 0 PROGRAM OPERATING COSTS PARTNERSHIP COMMUNITY HEALTH CENTER 1814 APPLETON RD MENASHA WI 54952 391884820 501(C)3 150377 0 PROGRAM OPERATING COSTS PEOPLE OF PROGRESSION 611 N LYNNDALE DR STE 140 APPLETON WI 54914 853915989 501(C)3 128376 0 PROGRAM OPERATING COSTS PILLARS 605 E HANCOCK ST APPLETON WI 54911 391582471 501(C)3 328752 0 PROGRAM OPERATING COSTS REACH COUNSELING SERVICES INC 1370 S COMMERCIAL ST NEENAH WI 54956 391292277 501(C)3 254111 0 PROGRAM OPERATING COSTS REBUILDING TOGETHER FOX VALLEY 100 W COLLEGE AVE APPLETON WI 54911 392013200 501(C)3 30000 0 PROGRAM OPERATING COSTS SAMARITAN COUNSELING CENTER OF THE FOX VALLEY INC 1205 PROVINCE TER MENASHA WI 54952 391214216 501(C)3 98609 0 PROGRAM OPERATING COSTS SOAR FOX CITIES INC 375 WINNEBAGO AVE MENASHA WI 54952 753202931 501(C)3 288544 0 PROGRAM OPERATING COSTS THE CITY OF APPLETON 100 N APPLETON ST APPLETON WI 54911 396005381 GOVT 37503 0 PROGRAM OPERATING COSTS VILLA HOPE INC 613 N DIVISION ST APPLETON WI 54911 237088971 501(C)3 18724 0 PROGRAM OPERATING COSTS VIVENT HEALTH 103 E WASHINGTON ST APPLETON WI 54911 391534049 501(C)3 66848 0 PROGRAM OPERATING COSTS VPI INC 110 N KENSINGTON DR APPLETON WI 54915 390921632 501(C)3 375071 0 PROGRAM OPERATING COSTS YMCA FOX CITIES 218 E LAWRENCE ST APPLETON WI 54911 390806191 501(C)3 570671 0 PROGRAM OPERATING COSTS YOUTHGO INC 213 NICOLET BLVD NEENAH WI 54956 391137233 501(C)3 218910 0 PROGRAM OPERATING COSTS JAKES NETWORK OF HOPE 110 N KENSINGTON DR APPLETON WI 54915 463062817 501(C)3 0 129414 FMV DIAPERS, FEM CARE, AND INCONTINENCE SUPPLIES DIAPERS, FEM CARE, AND INCONTINENCE SUPPLIES 51 0 PART I, LINE 2: PARTNER AGENCIES ARE REQUIRED TO SIGN AN AGENCY AGREEMENT WHICH REQUIRES SUBMISSION OF PROGRAM OUTCOMES AND ANNUAL AUDITED FINANCIAL STATEMENTS. THE PROGRAMS ARE DIVIDED INTO FOUR IMPACT AREAS WHERE VOLUNTEERS MONITOR OUTCOMES. ANOTHER GROUP OF VOLUNTEERS, ALL CPA'S, REVIEW PARTNER AGENCIES FINANCIAL STATEMENTS. IN A SEPARATE GRANT FUND CALLED FOCUSED FUNDING, A VOLUNTEER COMMITTEE REVIEWS AND RECOMMENDS GRANT AWARDS TO THE COMMUNITY IMPACT COUNCIL FOR REVIEW AND APPROVAL. AGENCIES APPROVED FOR THESE GRANTS ARE REQUIRED TO SIGN THE AGENCY AGREEMENT AND COMPLETE AN ANNUAL REPORT WHICH INCLUDES OUTCOMES. UNITED WAY FOX CITIES ALSO PROVIDES FUNDING FOR INITIATIVES. THE AGENCIES PROVIDING THE SERVICES ARE REQUIRED TO SIGN A MEMORANDUM OF UNDERSTANDING AND PERIODICALLY REPORT PROGRESS TO THE IMPACT AREA VOLUNTEERS. X X X 0 1 0 0 0 0 0 0 0 PETER C KELLY PRESIDENT/CEO - FORMER 0 0 0 0 292667 0 0 0 0 0 292667 0 292667 0 LISA KOGAN-PRASKA PRESIDENT/CEO 167708 0 0 0 0 0 2625 0 3573 0 173906 0 0 0 PART I, LINE 4B PETER C KELLY RECEIVED A DISTRIBUTION IN 2024 FROM A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN IN THE AMOUNT OF $292,667. THE AMOUNT WAS INCLUDED AS TAXABLE COMPENSATION ON IN THE INDIVIDUAL'S W-2. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE SHALL CONSIST OF THE OFFICERS OF THE CORPORATION. THE BOARD CHAIR MAY APPOINT UP TO TWO ADDITIONAL BOARD MEMBERS TO SERVE ON THE EXECUTIVE COMMITTEE. THE IMMEDIATE PAST CHAIR OF THE EXECUTIVE COMMITTEE SHALL BE AN EX-OFFICIO MEMBER OF THE EXECUTIVE COMMITTEE AND BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE SHALL HAVE, AND MAY EXERCISE, THE POWERS OF THE BOARD OF DIRECTORS IN THE INTERIM BETWEEN BOARD MEETINGS. ANY ACTION TAKEN BY THE EXECUTIVE COMMITTEE SHALL BE REPORTED TO THE BOARD OF DIRECTORS AT THE NEXT BOARD MEETING. A MAJORITY OF THE EXECUTIVE COMMITTEE SHALL CONSTITUTE A QUORUM FOR THE TRANSACTION OF THE BUSINESS AT ANY MEETING OF THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE WILL ANNUALLY REVIEW THE PERFORMANCE OF THE PRESIDENT / CEO AND MANAGE ALL MATTERS RELATIVE TO THE SALARY AND BENEFITS OF THE PRESIDENT / CEO. FORM 990, PART VI, SECTION A, LINE 6 MEMBERS ARE DEFINED AS THOSE PERSONS, FIRMS, ASSOCIATIONS, CORPORATIONS, AGENCIES AND ORGANIZATIONS HAVING CONTRIBUTED FINANCIALLY TO UNITED WAY FOX CITIES, INC. ("CORPORATION"). THOSE PERSONS, FIRMS, ASSOCIATIONS, CORPORATIONS, AGENCIES AND ORGANIZATIONS THAT HAVE CONTRIBUTED FINANCIALLY TO THE CORPORATION ARE GRANTED MEMBERSHIP EXCEPTING WHERE SAID "CONTRIBUTING MEMBER" HAS NOT CONTRIBUTED FINANCIALLY TO THE CORPORATION FOR A PERIOD OF MORE THAN TWELVE MONTHS. FORM 990, PART VI, SECTION A, LINE 7A EACH MEMBER SHALL HAVE ONE VOTE LIMITED TO THE ELECTION OF DIRECTORS AT THE ANNUAL MEETING OF THE CORPORATION AND WHICH MUST BE EXERCISED IN PERSON AND CANNOT BE CAST BY PROXY. MEMBERS ELECT THE MEMBERS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B BEFORE FILING FORM 990, THE ORGANIZATION WILL ELECTRONICALLY SUBMIT IT TO THE BOARD OF DIRECTORS FOR REVIEW. THE BOARD OF DIRECTORS MAY SUBMIT QUESTIONS OR COMMENTS. FORM 990, PART VI, SECTION B, LINE 12C AFTER THE CODE OF ETHICS HAS BEEN REVIEWED BY THE PRESIDENT/CEO OF THE CORPORATION, A COPY IS DISTRIBUTED ALL EMPLOYEES, BOARD MEMBERS AND OTHER VOLUNTEERS. EACH ARE REQUIRED TO SIGN THE FORM INDICATING THEY WILL ABIDE BY THE CODE OF ETHICS. AT THE SAME TIME, THEY ARE REQUIRED TO SIGN A CONFLICT OF INTEREST DISCLOSURE FORM. THE ORGANIZATION MAINTAINS A FILE OF ALL THE SIGNED FORMS. BOARD MEMBERS ARE REQUIRED TO ABSTAIN FROM VOTING ON ISSUES WHERE THERE WOULD BE A CONFLICT OF INTEREST. EMPLOYEES ARE NOT ALLOWED TO BE ON THE BOARD OF AGENCIES. FORM 990, PART VI, SECTION B, LINE 15 THE REVIEW PROCESS OF THE CEO INCLUDES A STUDY OF THE SALARY AND BENEFITS OF COMPARABLE ORGANIZATIONS. THE EXECUTIVE COMMITTEE REVIEWS THE "UNITED WAY HUMAN CAPITAL STUDY - EXECUTIVE SALARY REPORT" AS WELL AS THE LABOR DEPARTMENT'S "US BUREAU OF LABOR AND STATISTICS 3RD QUARTER STAFF SALARIES MULTIPLIER." THE COMMITTEE CONDUCTS THE CEO'S REVIEW AND APPROVES THE GOALS AND OBJECTIVES FOR THE NEXT PERFORMANCE PERIOD. AFTER REVIEWING THIS INFORMATION, THE EXECUTIVE COMMITTEE RECOMMENDS THE SALARY FOR THE CEO. THE CEO CONDUCTS THE EVALUATION OF THE DIRECTOR OF FINANCE AND ACCOUNTING. THE CEO REVIEWS THE NON-EXECUTIVE SALARY SURVEY FROM THE UNITED WAY WORLDWIDE WHICH IS RELATED TO METRO II UNITED WAYS IN THE MIDWEST REGION TO ASSURE THAT THE COMPENSATION LEVEL IS APPROPRIATE. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2023. FORM 990, PART VI, SECTION C, LINE 19 THE COPIES OF AUDITED FINANCIAL STATEMENTS, THE FORM 990, AND THE BY-LAWS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.