Form 990 for tax year 2023

Totals

Total revenue

$10,819,349

Total expenses

$12,801,884

Contributions and grants received

$10,058,695

Grants paid

$8,427,352

Program service revenue

$0

Investment income

$653,291

Other revenue

$107,363

Total assets, end of year

$11,741,117

Total liabilities, end of year

$5,873,388

Net assets or fund balances, end of year

$5,867,729

Program services expenses (Part IX)

$10,665,193

Management and general expenses

$1,283,954

Fundraising expenses

$852,737

Program service expenses (Part III)

$10,665,193

Program services were 83.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Mission and programs · 2023

• 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 NEARLY 6 MILLION DOLLARS IN VARIOUS NON-PROFIT PROGRAMS AND INITIATIVES WHICH HELP TO SERVE CLOSE TO 125,000 INDIVIDUALS. UNITED WAY FOX CITIES PARTNERS WITH OTHER AGENCIES TO CREATE INITIATIVES THAT ADDRESS CRITICAL GAPS IN SERVICES.

  Expenses $8,765,532 · Grants $7,787,716 · Revenue $65,873

• 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.

  Expenses $456,563

• DIAPER BANK - THE MISSION OF THE DIAPER BANK IS TO IMPROVE LIVES BY ASSISTING FAMILIES WITH DIAPER AND FAMILY HYGIENE NEEDS.

  Expenses $270,501 · Grants $164,712

• 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.

  Expenses $335,313 · Grants $335,313

• BE WELL FOX VALLEY - BE WELL FOX VALLEY IS A THREE-COUNTY COMMUNITY INITIATIVE LED BY A MULTI-SECTOR TEAM INCLUDING HEALTHCARE, LOCAL GOVERNMENTS, PRIVATESECTOR 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 ACULTURE OF HEALTH AND WELL-BEING FOR PEOPLE LIVING IN CALUMET, OUTAGAMIE, AND WINNEBAGO COUNTIES OF WISCONSIN. BE WELL FOX VALLEY WORKS TO CREATE HEALTHYLOCAL SETTINGS THAT PROMOTE HEALTHY CHOICES AND BEHAVIORS, A VIBRANT REGIONAL FOOD SYSTEM, A COHESIVE AND CONNECTED MULTI-MODAL NETWORK THAT PROVIDESTRANSPORTATION AND RECREATION, INCLUSIVE PUBLIC SPACES THAT FOSTER SOCIAL CONNECTION, AND COMMUNITY-CLINICAL PARTNERSHIPS THAT HELP PREVENT AND MANAGECHRONIC DISEASE.

  Expenses $262,474 · Grants $19,971

• AMERICORPS - UNITED WAY FOX CITIES' AMERICORPS PROGRAM SERVES COMMUNITIES IN CALUMET, OUTAGAMIE, WINNEBAGO AND NEIGHBORING WISCONSIN COUNTIES TOPROVIDE CAPACITY-BUILDING SERVICES TO IMPROVE PHYSICAL, MENTAL, AND SOCIAL HEALTH AND WELL-BEING THROUGHOUT THE FOX VALLEY. AMERICORPS MEMBERS SUPPORT HOSTORGANIZATIONS TO EXPAND SERVICES, ENGAGE DIVERSE POPULATIONS, AND ADVANCE HEALTH EQUITY IN OUR COMMUNITY. IN 2023-24, 14 AMERICORPS MEMBERS WEREENROLLED TO SERVE AT 8 PARTNER ORGANIZATIONS. UNITED WAY FOX CITIES' AMERICORPS PROGRAM IS FUNDED THROUGH THE CORPORATION FOR NATIONAL AND COMMUNITYSERVICE.

  Expenses $283,064

• YOUTH BOARD - UNITED WAY'S YOUTH BOARD WAS COMPOSED OF STUDENT MEMBERS FROM AREA HIGH SCHOOLS WITH THE PURPOSE TO EDUCATE AND INCREASE YOUTHAWARENESS AND IMPROVE UNDERSTANDING OF UNITED WAY. YOUTH BOARD MEMBERS ENGAGED IN VOLUNTEER OPPORTUNITIES TO SUPPORT COMMUNITY NEEDS AND SERVICESWHILE DEVELOPING LEADERSHIP SKILLS AND PHILANTHROPIC VALUES. THE YOUTH BOARD AWARDED A LIMITED NUMBER OF GRANTS TO YOUTH-ORIENTED PROGRAMS IN THE FOX CITIES.

  Expenses $16,754 · Grants $202

• UNITED WAY FOX CITIES ENGAGES COMMUNITY MEMBERS YEAR-ROUND IN VARIOUS VOLUNTEER ACTIVITIES (E.G. DIAPER REPACKS, BOOK PACKAGING, ETC.) AND ONGOINGVOLUNTEER ROLES (E.G. COMMITTEES, BOARD OF DIRECTORS, DONOR NETWORKS, ETC.) DRIVING COMMUNITY IMPACT THROUGH VOLUNTEER ENGAGEMENT ACTIVITIES.

  Expenses $154,667

• GRANT MANAGEMENT - UNITED WAY FOX CITIES SUPPORTS COMMUNITY PARTNERS, PROGRAMS AND INITIATIVES THROUGH GRANT APPLICATION AND MANAGEMENT TO ALLOWORGANIZATIONS TO RECEIVE ADDITIONAL FUNDING AND DONATIONS WHILE WORKING TO IMPROVE THEIR COMMUNITIES.

  Expenses $120,325 · Grants $119,439

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

• CATALPA HEALTH

  $584,313

  PROGRAM OPERATING COST

• YMCA FOX CITIES

  $570,671

  PROGRAM OPERATING COST

• FAMILY SERVICES OF NORTHEAST WI

  $514,129

  PROGRAM OPERATING COST

• VALLEY PACKAGING INDUSTRIES INC

  $449,071

  PROGRAM OPERATING COST

• BOYS & GIRLS CLUBS FOX VALLEY INC

  $427,640

  PROGRAM OPERATING COST

• HARBOR HOUSE DOMESTIC ABUSE PROGRAMS INC

  $342,306

  PROGRAM OPERATING COST

• BIG BROTHERS BIG SISTERS OF THE FOX VALLEY REGION INC

  $336,765

  PROGRAM OPERATING COST

• PILLARS INC

  $328,752

  PROGRAM OPERATING COST

• SOAR FOX CITIES

  $288,544

  PROGRAM OPERATING COST

• MULTICULTURAL COALITION INC

  $243,709

  PROGRAM OPERATING COST

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type

form_990

Tax year

2023

Filed

13 February 2025

IRS schema version

2023v6.0

Source object

202540459349301744

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.