Form990
Click to see attachment
Department of the Treasury
Internal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except black lung benefit trust or private foundation)

MediumBullet The organization may have to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0047
2010
Open to Public Inspection
A For the calendar year, or tax year beginning 01-01-2010 and ending 12-31-2010
BCheck if applicable:
CName of organization
UNITED WAY FOX CITIES INC
 
Doing Business As
 
 
Number and street (or P.O. box if mail is not delivered to street address)
1455 MIDWAY ROAD
 
Room/suite
City or town, state or country, and ZIP + 4
MENASHA, WI54952
D Employer identification number

39-0912895
E Telephone number

G Gross receipts $ 7,236,524
F Name and address of principal officer:
PETER KELLY
1455 MIDWAY ROAD
MENASHA,WI54952
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.UNITEDWAYFOXCITIES.ORG
H(a)
Is this a group return for
affiliates?
H(b)
Are all affiliates included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:
 
L Year of formation: 1993
M State of legal domicile: WI
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: 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.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) .... 3 25
4 Number of independent voting members of the governing body (Part VI, line 1b) .... 4 25
5 Total number of individuals employed in calendar year 2010 (Part V, line 2a) ... 5 20
6 Total number of volunteers (estimate if necessary) .... 6 250
7a Total unrelated business revenue from Part VIII, column (C), line 12 .. 7a 0
b Net unrelated business taxable income from Form 990-T, line 34 .. 7b 0
Revenues; Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 6,746,182 7,110,095
9 Program service revenue (Part VIII, line 2g) ......... 0 0
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 70,255 69,183
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 62,783 57,246
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 6,879,220 7,236,524
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 5,131,193 5,138,002
14 Benefits paid to or for members (Part IX, column (A), line 4) .... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 1,105,096 1,144,951
16a Professional fundraising fees (Part IX, column (A), line 11e).... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet603,553    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24f).... 523,758 579,432
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 6,760,047 6,862,385
19 Revenue less expenses. Subtract line 18 from line 12...... 119,173 374,139
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............ 10,712,398 11,146,589
21 Total liabilities (Part X, line 26)............ 5,482,857 5,503,340
22 Net assets or fund balances. Subtract line 21 from line 20 ..... 5,229,541 5,643,249
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title.
Paid Preparer's Use Only Preparer's
signatureBig Right Arrow 		Date
right pointing bullet image Preparer’s taxpayer identification number
(see instructions)
Firm’s name (or yours
if self-employed),
address, and ZIP + 4Big Right Arrow




 		EIN right pointing bullet image
Phone no. right pointing bullet image
May the IRS discuss this return with the preparer shown above? (see instructions) .........
For Privacy Act and Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y
Form 990 (2010)
Form 990 (2010)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response to any question in this Part III . . . . . . . . . .
1
Briefly describe the organization’s mission: TO IMPROVE LIVES BY BRINGING DIVERSE PEOPLE TOGETHER TO BUILD A STONGER, MORE CARING COMMUNITY FOR EVERYONE.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? ....................
If “Yes,” describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program services? ..........................
If “Yes,” describe these changes on Schedule O.
4
Describe the exempt purpose achievements for each of the organization’s three largest program services by expenses.
Section 501(c)(3) and 501(c)(4) organizations and section 4947(a)(1) trusts are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 5,406,650 including grants of $ 5,138,002 ) (Revenue $   )
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.
4b (Code:   ) (Expenses $ 235,143 including grants of $   ) (Revenue $   )
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.
4c (Code:   ) (Expenses $ 78,197 including grants of $   ) (Revenue $   )
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".
(Code:   ) (Expenses $ 8,274 including grants of $   ) (Revenue $   )
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.
(Code:   ) (Expenses $ 29,131 including grants of $   ) (Revenue $   )
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.
(Code:   ) (Expenses $ 31,056 including grants of $   ) (Revenue $   )
OTHER MISCELLANEOUS
4d Other program services. (Describe in Schedule O.)
(Expenses $ 68,461 including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet$ 5,788,451
Form 990 (2010)
Form 990 (2010)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If “Yes,” complete Schedule AClick to see attachment.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors? Click to see attachment........
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If “Yes,” complete Schedule C, Part IClick to see attachment..........
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities? If “Yes,” complete Schedule C,
Part IIClick to see attachment.........................
4
Yes
 
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If “Yes,” complete Schedule C, Part III........................
5
 
 
6
Did the organization maintain any donor advised funds or any similar funds or accounts where donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If “Yes,” complete
Schedule D, Part IClick to see attachment.......................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas or historic structures? If “Yes,” complete Schedule D, Part IIClick to see attachment...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If “Yes,” complete Schedule D, Part III Click to see attachment....................
8
 
No
9
Did the organization report an amount in Part X, line 21; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If “Yes,”
complete Schedule D, Part IVClick to see attachment...................
9
 
No
10
Did the organization, directly or through a related organization, hold assets in term, permanent,or quasi-endowments? If “Yes,” complete Schedule D, Part VClick to see attachment
10
Yes
 
11
If the organization’s answer to any of the following questions is ‘Yes,’ then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable:
a
Did the organization report an amount for land, buildings, and equipment in Part X, line10? If “Yes,” complete Schedule D, Part VI.Click to see attachment
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VII.Click to see attachment
11b
Yes
 
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VIII.Click to see attachment
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part IX.Click to see attachment
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If “Yes,” complete Schedule D, Part X.Click to see attachment
11e
 
No
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If “Yes,” complete Schedule D, Part X.Click to see attachment
11f
 
No
12a
Did the organization obtain separate, independent audited financial statements for the tax year? If “Yes,” complete Schedule D, Parts XI, XII, and XIII Click to see attachment
12a
Yes
 
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If “Yes,” and if the organization answered ‘No’ to line 12a, then completing Schedule D, Parts XI, XII, and XIII is optional Click to see attachment
12b
 
No
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If “Yes,” complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States?....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, and program service activities outside the United States? If “Yes,” complete Schedule F, Part I.........
14b
 
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or assistance to any organization or entity located outside the U.S.? If “Yes,” complete Schedule F, Part II..
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or assistance to individuals located outside the U.S.? If “Yes,” complete Schedule F, Part III..
16
 
No
17
Did the organization report a total of more than $15,000, of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If “Yes,” complete Schedule G, Part I
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If “Yes,” complete Schedule G, Part II..........
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If “Yes,” complete Schedule G, Part III...................
19
 
No
Form 990 (2010)
Form 990 (2010)
Page 4
Part IV
Checklist of Required Schedules (continued)
20a
Did the organization operate one or more hospitals? If “Yes,” complete Schedule H.....
20a
 
No
b
Did the organization attach its audited financial statement to this return? Note: All Form 990 filers that operate one or more hospitals must attach audited financial statements. .....
20b
 
 
21
Did the organization report more than $5,000 of grants and other assistance to governments and organizations in the United States on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.. Click to see attachment
21
Yes
 
22
Did the organization report more than $5,000 of grants and other assistance to individuals in the United States on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III..... Click to see attachment
22
 
No
23
Did the organization answer “Yes” to Part VII, Section A, questions 3, 4, or 5, about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If “Yes,” complete Schedule J................
23
 
No
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer questions 24b–24d and complete Schedule K. If “No,” go to line 25................
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds?......................
24c
 
 
d
Did the organization act as an “on behalf of” issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If “Yes,” complete Schedule L, Part I......
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If “Yes,” complete Schedule L, Part I................
25b
 
No
26
Was a loan to or by a current or former officer, director, trustee, key employee, highly compensated employee, or disqualified person outstanding as of the end of the organization’s tax year? If “Yes,” complete Schedule L,
Part II...........................
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor, or a grant selection committee member, or to a person related to such an individual? If “Yes,” complete Schedule L, Part III...............
27
 
No
28
Was the organization a party to a business transaction with one of the following parties? (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If “Yes,” complete Schedule L, Part IV .........................
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If “Yes,”
complete Schedule L, Part IV...................
28b
 
No
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or owner? If “Yes,” complete Schedule L, Part IV..
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If “Yes,” complete Schedule MClick to see attachment
29
Yes
 
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If “Yes,” complete Schedule M............ Click to see attachment
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If “Yes,” complete Schedule N,
Part I........................... Click to see attachment
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If “Yes,” complete Schedule N, Part II.......................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If “Yes,” complete Schedule R, Part I........
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If “Yes,” complete Schedule R, Parts II, III, IV, and V, line 1.....................
34
 
No
35
Is any related organization a controlled entity within the meaning of section 512(b)(13)? .....
35
 
No
a
Did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If “Yes,” complete Schedule R, Part V, line 2...
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If “Yes,” complete Schedule R, Part V, line 2...........
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If “Yes,” complete Schedule R, Part VI
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11 and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2010)
Form 990 (2010)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response to any question in this Part V . . . . . . . . . .
Yes
No
1a
Enter the number reported in Box 3 of Form 1096. Enter -0- if not applicable. .......
1a
4
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable.
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax Statements filed for the calendar year ending with or within the year covered by this return .....................
2a
20
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?

Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file. (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?.............................
3a
 
No
b
If “Yes,” has it filed a Form 990-T for this year? If “No,” provide an explanation in Schedule O.....
3b
 
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account or securities account)?.......................
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts.
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If “Yes” to line 5a or 5b, did the organization file Form 8886-T? ........
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible?..........
6a
 
No
b
If “Yes,” did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?........................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?....................
7a
 
No
b
If “Yes,” did the organization notify the donor of the value of the goods or services provided?.....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?...........................
7c
 
No
d
If “Yes,” indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?..........................
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?...................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?...............
7h
 
 
8
Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess business holdings at any time during the year?................
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the organization make any taxable distributions under section 4966?.........
9a
 
 
b
Did the organization make a distribution to a donor, donor advisor, or related person?......
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If “Yes,” enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note. All 501(c)(29) organizations must list in Schedule O each state in which they are licensed to issue qualified health plans, the amount of reserves required by each state, and the amount of reserves the organization allocated to each state.
13a
 
 
b
Enter the aggregate amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans.
13b
 
c
Enter the aggregate amount of reserves on hand.
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
 
b
If "Yes," has it filed a Form 720 to report these payments? If “No,” provide an explanation in Schedule O..
14b
 
 
Form 990 (2010)
Form 990 (2010)
Page 6
Part VI
Governance, Management, and Disclosure For each “Yes” response to lines 2 through 7b below, and for a “No” response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response to any question in this Part VI . . . . . . . . . .
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year ..............
1a
25
b
Enter the number of voting members included in line 1a, above, who are independent .................
1b
25
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
 
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? ..
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed?
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Does the organization have members or stockholders? ................
6
Yes
 
7a
Does the organization have members, stockholders, or other persons who may elect one or more members of the governing body? .........................
7a
Yes
 
b
Are any decisions of the governing body subject to approval by members, stockholders, or other persons? ..
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .........................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If “Yes,” provide the names and addresses in Schedule O .....
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal
Revenue Code.)
Yes
No
10a
Does the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If “Yes,” does the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with those of the organization? ....
10b
 
 
11a
Has the organization provided a copy of this Form 990 to all members of its governing body before filing the form?
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review the Form 990. .....
12a
Does the organization have a written conflict of interest policy? If “No,” go to line 13.......
12a
Yes
 
b
Are officers, directors or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ...........................
12b
Yes
 
c
Does the organization regularly and consistently monitor and enforce compliance with the policy? If “Yes,” describe in Schedule O how this is done ....................
12c
Yes
 
13
Does the organization have a written whistleblower policy? ...............
13
Yes
 
14
Does the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line a or b, describe the process in Schedule O. (See instructions.)
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If “Yes,” has the organization adopted a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and taken steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
WI
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you make these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how), the organization makes its governing documents, conflict of interest policy, and financial statements available to the public.
20
State the name, physical address, and telephone number of the person who possesses the books and records of the organization: MediumBullet
PETER C KELLY
1455 MIDWAY ROAD
MENASHA,WI54952
(920) 954-7210
Form 990 (2010)
Form 990 (2010)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response to any question in this Part VII . . . . . . . . . .
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation, and current key employees. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organizations compensated any current or former officer, director, or trustee.
(A)
Name and Title 		(B)
Average hours per week (describe hours for related organizations in Schedule O) 		(C)
Position (check all that apply) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;
(1) PAUL GAIER 2011
DIRECTOR
 .50 X           0 0 0
(2) TIM BERGSTROM 2012
DIRECTOR
 .50 X           0 0 0
(3) ADALIA JANSEN 2011
DIRECTOR
 .50 X           0 0 0
(4) BILL JOKELA 2011
DIRECTOR
 .50 X           0 0 0
(5) JIM PIERCE 2011
CHAIR
 2.00 X   X       0 0 0
(6) TERRIE POHJOLA 2011
DIRECTOR
 .50 X           0 0 0
(7) RANDY MAHONEY 2012
AUDIT COMMITTEE CHAIR
 .50 X           0 0 0
(8) TIM SHORT 2011
VICE CHAIR - GOVERNANCE
 1.00 X   X       0 0 0
(9) JOHN THIEL 2011
DIRECTOR
 .50 X           0 0 0
(10) GARY NOKLEBERG 2011
DIRECTOR
 .50 X           0 0 0
(11) SHARON HULCE 2012
DIRECTOR
 .50 X           0 0 0
(12) BOB KREIDER 2012
TREASURER
 2.00 X   X       0 0 0
(13) TIM PLASS 2012
DIRECTOR
 .50 X           0 0 0
(14) BOBBIE SCHMIDT 2012
DIRECTOR
 .50 X           0 0 0
(15) JULIE WULTERKENS 2012
DIRECTOR
 1.50 X           0 0 0
(16) MARK WESTPHAL 2010
DIRECTOR
 .50 X           0 0 0
(17) JIM BEMOWSKI 2010
DIRECTOR
 .50 X           0 0 0
Form 990 (2010)
Form 990 (2010)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title 		(B)
Average hours per week (describe hours for related organizations in Schedule O) 		(C)
Position (check all that apply) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;
(18) TIM HIGGINS 2010
DIRECTOR
 .50 X           0 0 0
(19) TOM PALMER 2010
DIRECTOR
 1.50 X           0 0 0
(20) JENNY REDMAN-SCHELL 2010
DIRECTOR
 .50 X           0 0 0
(21) JIM TOTZKE 2010
DIRECTOR
 .50 X           0 0 0
(22) PETER KELLY
PRESIDENT/CEO
 50.00 X   X       120,132 0 25,748
(23) KENT WILLETTS 2010
DIRECTOR
 .50 X           0 0 0
(24) TIMOTHY SCHWAN
DIRECTOR
 .50 X           0 0 0
(25) MARY PFEIFFER
DIRECTOR
 .50 X           0 0 0
(26) DAN NEUFELDER
DIRECTOR
 2.00 X           0 0 0
(27) JOYCE SIEVERT
VP FINANCE & ADMINISTRATIO
 42.00     X       60,482 0 14,121






1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 180,614 0 39,869
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 in reportable compensation from the organizationMediumBullet1
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If “Yes,” complete Schedule J for such individual .............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If “Yes,” complete Schedule J for such individual...........................
4
 
No
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If “Yes,” complete Schedule J for such person .....
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 in compensation from the organization MediumBullet0
Form 990 (2010)
Form 990 (2010)
Page 9
Part VIII
Statement of Revenue
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512, 513, or 514
Contributions, gifts, grants and other similar amounts 1a Federated campaigns..1a 79,253
b Membership dues....1b  
c Fundraising events....1c  
d Related organizations...1d  
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and
similar amounts not included above1f 		7,030,842
g Noncash contributions included in lines 1a-1f:$ 60,986
h Total. Add lines 1a-1f.......MediumBullet 7,110,095
Program Service Revenue Business Code
2a
b
c
d
e
f All other program service revenue .        
g Total. Add lines 2a–2f........MediumBullet  
Other Revenue 3 Investment income (including dividends, interest
and other similar amounts).....MediumBullet 45,907     45,907
4 Income from investment of tax-exempt bond proceeds..MediumBullet        
5 Royalties............MediumBullet        
(i) Real (ii) Personal
6a Gross Rents    
b Less: rental expenses    
c Rental income or (loss)    
d Net rental income or (loss).......MediumBullet        
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 23,276  
b Less: cost or other basis and sales expenses    
c Gain or (loss) 23,276  
d Net gain or (loss)..........MediumBullet 23,276 23,276    
8a Gross income from fundraising events (not including
$  
of contributions reported on line 1c). See Part IV, line 18 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from fundraising events..MediumBullet      
9a Gross income from gaming activities.
See Part IV, line 19 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from gaming activities...MediumBullet        
10a Gross sales of inventory, less
returns and allowances .
a  
b Less: cost of goods sold ..b  
c Net income or (loss) from sales of inventory..MediumBullet        
Miscellaneous Revenue Business Code
11a SERVICE FEES 900,099 46,461 46,461    
b MISCELLANEOUS 900,099 10,785     10,785
c            
d All other revenue ....        
e Total. Add lines 11a–11d ......MediumBullet 57,246
12 Total revenue. See Instructions....MediumBullet 7,236,524 69,737 0 56,692
Form 990 (2010)
Form 990 (2010)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A) but are not required to complete columns (B), (C), and (D).
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising expenses
1 Grants and other assistance to governments and organizations in the U.S. See Part IV, line 21 5,138,002 5,138,002
2 Grants and other assistance to individuals in the U.S. See Part IV, line 22    
3 Grants and other assistance to governments, organizations, and individuals outside the U.S. See Part IV, lines 15 and 16    
4 Benefits paid to or for members    
5 Compensation of current officers, directors, trustees, and key employees .... 220,482 87,135 61,423 71,924
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ....        
7 Other salaries and wages 669,791 268,539 180,648 220,604
8 Pension plan contributions (include section 401(k) and section 403(b) employer contributions) .... 44,912 17,648 14,985 12,279
9 Other employee benefits ....... 148,027 46,571 39,894 61,562
10 Payroll taxes ........... 61,739 23,664 17,186 20,889
11 Fees for services (non-employees):        
a Management ......        
b Legal .........        
c Accounting ........... 13,125   13,125  
d Lobbying ...........        
e Professional fundraising. See Part IV, line 17..    
f Investment management fees ...... 10,211   10,211  
g Other .......... 74,496 54,865 19,631  
12 Advertising and promotion .... 103,338 10,888 11,483 80,967
13 Office expenses ....... 42,665 15,305 14,274 13,086
14 Information technology ......        
15 Royalties ..        
16 Occupancy ........... 75,780 27,713 23,615 24,452
17 Travel ............ 40,351 17,190 1,358 21,803
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ......        
19 Conferences, conventions, and meetings .... 8,654 3,998 1,568 3,088
20 Interest ........... 15,219 6,088 3,957 5,174
21 Payments to affiliates ....... 81,999 32,791 22,969 26,239
22 Depreciation, depletion, and amortization ..... 81,861 32,744 21,284 27,833
23 Insurance .............. 13,010 2,130 8,468 2,412
24 Other expenses. Itemize expenses not covered above. (Expenses grouped together and labeled miscellaneous may not exceed 5% of total expenses shown on line 25 below.)
a MISCELLANEOUS 18,723 3,180 4,302 11,241
b
c
d
e
f All other expenses        
25 Total functional expenses. Add lines 1 through 24f 6,862,385 5,788,451 470,381 603,553
26 Joint costs. Check here MediumBullet if following
SOP 98-2 (ASC 958-720). Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation 		       
Form 990 (2010)
Form 990 (2010)
Page 11
Part X Balance Sheet
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash—non-interest-bearing .......... 125 1 125
2 Savings and temporary cash investments ....... 3,407,336 2 3,741,205
3 Pledges and grants receivable, net ......... 5,150,606 3 5,183,164
4 Accounts receivable, net ......... 26,929 4 15,674
5 Receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L ..........   5  
6 Receivables from other disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B). Complete Part II of
Schedule L ..........   6  
7 Notes and loans receivable, net .............   7  
8 Inventories for sale or use ..............   8  
9 Prepaid expenses and deferred charges ............ 10,735 9 13,683
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 1,676,479
b Less: accumulated depreciation. ..... 10b 350,603 1,403,396 10c 1,325,876
11 Investments—publicly traded securities ..........   11  
12 Investments—other securities. See Part IV, line 11 ...... 635,935 12 764,982
13 Investments—program-related. See Part IV, line 11 ..   13  
14 Intangible assets .........   14  
15 Other assets. See Part IV, line 11 ........... 77,336 15 101,880
16 Total assets. Add lines 1 through 15 (must equal line 34)... 10,712,398 16 11,146,589
Liabilities 17 Accounts payable and accrued expenses . 206,031 17 248,608
18 Grants payable .......... 4,887,114 18 5,055,001
19 Deferred revenue ..........   19  
20 Tax-exempt bond liabilities ..........   20  
21 Escrow or custodial account liability. Complete Part IV of Schedule D..   21  
22 Payables to current and former officers, directors, trustees, key
employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L..........   22  
23 Secured mortgages and notes payable to unrelated third parties .. 389,712 23 199,731
24 Unsecured notes and loans payable to unrelated third parties ....   24  
25 Other liabilities. Complete Part X of Schedule D.....   25  
26 Total liabilities. Add lines 17 through 25..... 5,482,857 26 5,503,340
Net Assets or Fund Balance Organizations that follow SFAS 117, check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets ..... 5,175,766 27 5,446,855
28 Temporarily restricted net assets ..... 26,070 28 61,429
29 Permanently restricted net assets ..... 27,705 29 134,965
Organizations that do not follow SFAS 117, check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds .....   30  
31 Paid-in or capital surplus, or land, building or equipment fund .....   31  
32 Retained earnings, endowment, accumulated income, or other funds   32  
33 Total net assets or fund balances ..... 5,229,541 33 5,643,249
34 Total liabilities and net assets/fund balances ..... 10,712,398 34 11,146,589
Form 990 (2010)
Form 990 (2010)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response to any question in this Part XI . . . . . . . . . .
1
Total revenue (must equal Part VIII, column (A), line 12) . . .
1
7,236,524
2
Total expenses (must equal Part IX, column (A), line 25) . . . . .
2
6,862,385
3
Revenue less expenses. Subtract line 2 from line 1 . . . .
3
374,139
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) . .
4
5,229,541
5
Other changes in net assets or fund balances (explain in Schedule O) . . . .
5
39,569
6
Net assets or fund balances at end of year. Combine lines 3, 4, and 5 (must equal Part X, line 33, column (B)) . . . . . .
6
5,643,249
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response to any question in this Part XII . . . . . . . . . .
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?..
2a
 
No
b
Were the organization’s financial statements audited by an independent accountant?........
2b
Yes
 
c
If “Yes,” to 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O............................
2c
Yes
 
d
If “Yes” to line 2a or 2b, check a box below to indicate whether the financial statements for the year were issued on a separate basis, consolidated basis, or both:
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133? ................
3a
 
No
b
If “Yes,” did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits. ..
3b
 
 
Form 990 (2010)
Additional Data


Software ID:  
Software Version:  
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section
4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ. right arrow See separate instructions.
OMB No. 1545-0047
2010
Open to Public
Inspection
Name of the organization
UNITED WAY FOX CITIES INC
 
Employer identification number

39-0912895
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
f
g
(i) a person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the the supported organization? ................
11g(i)
 
 
(ii) a family member of a person described in (i) above? ......................
11g(ii)
 
 
(iii) a 35% controlled entity of a person described in (i) or (ii) above? ................
11g(iii)
 
 
h
(i)
Name of supported organization 		(ii)
EIN 		(iii)
Type of organization (described on lines 1- 9 above or IRC section (see instructions)) 		(iv)
Is the organization in col. (i) listed in your governing document? 		(v)
Did you notify the organization in col. (i) of your support? 		(vi)
Is the organization in col. (i) organized in the U.S.? 		(vii)
Amount of support?
Yes No Yes No Yes No
Total                  

For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 2
Part II
Support Schedule for Organizations Described in IRC 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year(or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .... 6,580,166 7,870,797 7,014,545 6,712,158 7,110,095 35,287,761
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3.. 6,580,166 7,870,797 7,014,545 6,712,158 7,110,095 35,287,761
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..           4,855,993
6 Public Support. Subtract line 5 from line 4.           30,431,768
Section B. Total Support
Calendar year(or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total
7 Amounts from line 4.. 6,580,166 7,870,797 7,014,545 6,712,158 7,110,095 35,287,761
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. 157,269 166,517 113,451 70,255 45,907 553,399
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. (Explain in Part IV.) Do not include gain or loss from the sale of capital assets.. 4,400 15,937 11,205 62,783 57,246 151,571
11 Total support (Add lines 7 through 10).           35,992,731
12
12
548,371
13
Section C. Computation of Public Support Percentage
14
14
84.550 %
15
15
83.620 %
16a
b
17a
b
18
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 3
Part III
Support Schedule for Organizations Described in IRC 509(a)(2)
(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year(or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......            
3 Gross receipts from activities that are not an unrelated trade or business under section 513..            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge..            
6 Total. Add lines 1 through 5.            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons...            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public Support (Subtract line 7c from line 6.)            
Section B. Total Support
Calendar year (or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)            
13 Total support (Add lines 9, 10c, 11 and 12.).            
14
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 4
Part IV
Supplemental Information. Supplemental Information. Complete this part to provide the explanation required by Part II, line 10; Part II, line 17a or 17b; or Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Explanation
 
 
 
 
Schedule A (Form 990 or 990-EZ) 2010

Additional Data


Software ID:  
Software Version:  
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors
Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
OMB No. 1545-0047
2010
Name of organization
UNITED WAY FOX CITIES INC
 
Employer identification number

39-0912895
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ





Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule—
Special Rules
......................... Arrow Bullet   $    
Caution. An Organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2 of its Form 990, or check the box in the heading of its
Form 990-EZ, or on line 2 of its Form 990-PF, to certify that it does not meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2010)

Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
Page 1 of 1 of Part I
Name of organization
UNITED WAY FOX CITIES INC
  		Employer identification number

39-0912895
Part I
Contributors (see Instructions)
     
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
RESTRICTED
RESTRICTED
 

     
RESTRICTED
RESTRICTED  
RESTRICTED, RESTRICTED   RESTRICTED

$RESTRICTED




(Complete Part II if there is
a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
Page 1 of 1 of Part II
Name of organization
UNITED WAY FOX CITIES INC
  		Employer identification number

39-0912895
Part II
Noncash Property (see Instructions)
     
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
Page 1 of 1 of Part III
Name of organization
UNITED WAY FOX CITIES INC
  		Employer identification number

39-0912895
Part III
Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
aggregating more than $1,000 for the year. (Complete columns (a) through (e) and the following line entry.)
For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet $  
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

Additional Data


Software ID:  
Software Version:  
SCHEDULE C
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Political Campaign and Lobbying Activities

For Organizations Exempt From Income Tax Under section 501(c) and section 527
SchCMd Bullet Complete if the organization is described below.
SchCMd Bullet Attach to Form 990 or Form 990-EZ. SchCMd Bullet See separate instructions.
OMB No. 1545-0047
2010
Open to Public
Inspection
If the organization answered “Yes,” to Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet Section 527 organizations: Complete Part I-A only.
If the organization answered “Yes,” to Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)) Complete Part II-A. Do not complete Part II-B.
Round Bullet Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered “Yes,” to Form 990, Part IV, Line 5 (Proxy Tax) or Form 990-EZ, Part V, line 35a (Proxy Tax), then
Round Bullet Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of the organization
UNITED WAY FOX CITIES INC
 
Employer identification number

39-0912895
Part I-A
Complete if the organization is exempt under section 501(c) or is a section 527 organization.

1
Provide a description of the organization's direct and indirect political campaign activities on behalf of or in opposition to candidates for public office in Part IV.
2
Political expenditures ....................................SchCMd Bullet
$  
3
Volunteer hours ........................................
 

Part I-B
Complete if the organization is exempt under section 501(c)(3).
1
Enter the amount of any excise tax incurred by the organization under section 4955 .........SchCMd Bullet
$  
2
Enter the amount of any excise tax incurred by organization managers under section 4955 ......SchCMd Bullet
$  
3
If the organization incurred a section 4955 tax, did it file Form 4720 for this year? ..............
4a
Was a correction made? .........................................
b
If "Yes," describe in Part IV.
Part I-C
Complete if the organization is exempt under section 501(c) except section 501(c)(3).
1
Enter the amount directly expended by the filing organization for section 527 exempt function activities SchCMd Bullet
$  
2
Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt funtion activities ....................................SchCMd Bullet

$  
3
Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b..SchCMd Bullet

$  
4
Did the filing organization file Form 1120-POL for this year? ..........................
5
Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.
(a) Name (b) Address (c) EIN (d) Amount paid from filing organization's funds. If none, enter -0-. (e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.










For Privacy Act and Paperwork Reduction Act Notice, see the instructions for Form 990.
Cat. No. 50084S
Schedule C (Form 990 or 990-EZ) 2010

Schedule C (Form 990 or 990-EZ) 2010
Page 2
Part II-A
Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).
A Check
B Check
Limits on Lobbying Expenditures
(The term "expenditures" means amounts paid or incurred.) 		(a) Filing
Organization's
Totals 		(b) Affiliated Group
Totals
1a Total lobbying expenditures to influence public opinion (grass roots lobbying) ......    
b Total lobbying expenditures to influence a legislative body (direct lobbying) .......    
c Total lobbying expenditures (add lines 1a and 1b) ...................    
d Other exempt purpose expenditures ........................    
e Total exempt purpose expenditures (add lines 1c and 1d) ...............    
f Lobbying nontaxable amount. Enter the amount from the following table in both
columns.		    
  If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:    
  Not over $500,00020% of the amount on line 1e.    
  Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.    
  Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.    
  Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.    
  Over $17,000,000$1,000,000.    
       
g Grassroots nontaxable amount (enter 25% of line 1f) .................    
h Subtract line 1g from line 1a. If zero or less, enter -0-. ................    
i Subtract line 1f from line 1c. If zero or less, enter -0-. ................    
j If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting
section 4911 tax for this year? ......................................

4-Year Averaging Period Under Section 501(h)
(Some organizations that made a section 501(h) election do not have to complete all of the five
columns below. See the instructions for lines 2a through 2f on page 4.)
Lobbying Expenditures During 4-Year Averaging Period
  Calendar year (or fiscal year
beginning in) 		(a) 2007 (b) 2008 (c) 2009 (d) 2010 (e) Total
             
2a Lobbying non-taxable amount          
             
b Lobbying ceiling amount
(150% of line 2a, column(e)) 		         
             
c Total lobbying expenditures          
             
d Grassroots non-taxable amount          
             
e Grassroots ceiling amount
(150% of line 2d, column (e))		          
             
f Grassroots lobbying expenditures          
Schedule C (Form 990 or 990-EZ) 2010


Schedule C (Form 990 or 990-EZ) 2010
Page 3
Part II-B
Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).
(a)
Yes
No
(b)
Amount
1
During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:
a
Volunteers? .........................................
 
No
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ....
Yes
 
c
Media advertisements? ....................................
 
No
 
d
Mailings to members, legislators, or the public? .........................
Yes
 
309
e
Publications, or published or broadcast statements? .......................
 
No
 
f
Grants to other organizations for lobbying purposes? .......................
 
No
 
g
Direct contact with legislators, their staffs, government officials, or a legislative body? ........
Yes
 
925
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ......
 
No
 
i
Other activities? If "Yes," describe in Part IV ..........................
 
No
 
j
Total. lines 1c through 1i ...................................
1,234
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
No
b
If "Yes," enter the amount of any tax incurred under section 4912 .................
 
c
If "Yes," enter the amount of any tax incurred by organization managers under section 4912 .....
 
d
If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? .......
 
 
Part III-A
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).
Yes
No
1
Were substantially all (90% or more) dues received nondeductible by members? ................
1
 
 
2
Did the organization make only in-house lobbying expenditures of $2,000 or less? ................
2
 
 
3
Did the organization agree to carryover lobbying and political expenditures from the prior year? ..........
3
 
 
Part III-B
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) if BOTH Part III-A, lines 1 and 2 are answered “No” OR if Part III-A, line 3 is answered “Yes”.
1
Dues, assessments and similar amounts from members .....................
1
 
2
Section 162(e) non-deductible lobbying and political expenditures (do not include amounts of political
expenses for which the section 527(f) tax was paid).
a
Current year .........................................
2a
 
b
Carryover from last year ....................................
2b
 
c
Total ...........................................
2c
 
3
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .
3
 
4
If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ................................
4
 
5
Taxable amount of lobbying and political expenditures (see instructions) ..............
5
 
Part IV
Supplemental Information
Complete this part to provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; and Part ll-B, line 1i.
Also, complete this part for any additional information.
Identifier Return Reference Explanation
EXPLANATION OF OTHER LOBBYING ACTIVITIES: PART II-B, LINE 1I: 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).
Schedule C (Form 990 or 990EZ) 2010

Additional Data


Software ID:  
Software Version:  

SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," to Form 990,
Part IV, line 6, 7, 8, 9, 10, 11, or 12.
SchDMd Bullet Attach to Form 990. SchDMd Bullet See separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
UNITED WAY FOX CITIES INC
 
Employer identification number

39-0912895
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .......    
2 Aggregate contributions to (during year) ...    
3 Aggregate grants from (during year) ...    
4 Aggregate value at end of year .......    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds may be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit. ...................................
Part II
Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a–2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ....................... 2a  
b Total acreage restricted by conservation easements .................. 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 8/17/06 ........ 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the taxable year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and
enforcement of the conservation easements it holds? .............................
6
Staff and volunteer hours devoted to monitoring, inspecting and enforcing conservation easements during the year SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section
170(h)(4)(B)(i) and 170(h)(4)(B)(ii)? ....................................
9
In Part XIV, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" to Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116, not to report in its revenue statement and balance sheet works of
art, historical treasures, or other similar assets held for public exhibition, education or research in furtherance of public service,
provide, in Part XIV, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116, to report in its revenue statement and balance sheet works of art,
historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service,
provide the following amounts relating to these items:
(i)
Revenues included in Form 990, Part VIII, line 1 ........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ..............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 relating to these items:
a
Revenues included in Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Privacy Act and Paperwork Reduction Act Notice, see the Intructions for Form 990
Cat. No. 52283D
Schedule D (Form 990) 2010

Schedule D (Form 990) 2010
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s accession and other records, check any of the following that are a significant use of its collection
items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIV.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?........
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990,
Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b
If "Yes," explain the arrangement in Part XIV and complete the following table:
Amount
c Beginning balance ................................. 1c  
d Additions during the year .............................. 1d  
e Distributions during the year ............................. 1e  
f Ending balance ................................... 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21? .....................
b
If “Yes,” explain the arrangement in Part XIV.
Part V
Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
(a)Current Year (b)Prior Year (c)Two Years Back (d)Three Years Back (e)Four Years Back
1a Beginning of year balance .... 172,679 433,399 568,180
b Contributions ........ 107,260    
c Investment earnings or losses ... 19,107 207,718 -129,162
d Grants or scholarships .....      
e Other expenditures for facilities
and programs ........ 		     
f Administrative expenses ....   5,182 5,619
g End of year balance ...... 299,046 635,935 433,399
2
Provide the estimated percentage of the year end balance held as:
a
Board designated or quasi-endowment: SchDMd Bullet54.870 %
b
Permanent endowment: SchDMd Bullet45.130 %
c
Term endowment: SchDMd Bullet0 %
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations ........................
3a(i)
Yes
 
(ii) related organizations ........................
3a(ii)
 
No
b
If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIV the intended uses of the organization's endowment funds.
Part VI
Investments—Land, Buildings, and Equipment. See Form 990, Part X, line 10.
Description of investment (a) Cost or other basis (investment) (b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .................   15,000 15,000
b Buildings ................   1,257,689 92,886 1,164,803
c Leasehold improvements ............        
d Equipment ................   403,790 257,717 146,073
e Other .................        
Total. Add lines 1a-1e. (Column (d) should equal Form 990, Part X, column (B), line 10(c).)........SchDMdBullet 1,325,876
Schedule D (Form 990) 2010

Schedule D (Form 990) 2010
Page 3
Part VII
Investments—Other Securities. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)		 (b)Book value (c) Method of valuation:
Cost or end-of-year market value
(1)Financial derivatives    
(2)Closely-held equity interests    
(3)Other
(A) BENEFICIAL INTEREST IN ASSETS AT COMMUNITY FOUNDATION 		764,982 F








Total. (Column (b) should equal Form 990, Part X, col.(B) line 12.)Small Bullet 764,982
Part VIII
Investments—Program Related. See Form 990, Part X, line 13.
(a) Description of investment type (b) Book value (c) Method of valuation:
Cost or end-of-year market value








Total. (Column (b) should equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. See Form 990, Part X, line 15.
(a) Description (b) Book value








Total. (Column (b) should equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities. See Form 990, Part X, line 25.
1.(a) Description of Liability (b) Amount
Federal Income Taxes  








Total. (Column (b) should equal Form 990, Part X, col.(B) line 25.)Small Bullet  
2. Fin 48 (ASC 740) Footnote. In Part XIV, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC740).
Schedule D (Form 990) 2010

Schedule D (Form 990) 2010
Page 4
Part XI Reconciliation of Change in Net Assets from Form 990 to Financial Statements
1 Total revenue (Form 990, Part VIII, column (A), line 12) .................... 1 7,236,524
2 Total expenses (Form 990, Part IX, column (A), line 25) ..................... 2 6,862,385
3 Excess or (deficit) for the year. Subtract line 2 from line 1 ............. 3 374,139
4 Net unrealized gains (losses) on investments .......................... 4 39,569
5 Donated services and use of facilities ............................. 5  
6 Investment expenses ................................... 6  
7 Prior period adjustments .................................. 7  
8 Other (Describe in Part XIV) ................................. 8  
9 Total adjustments (net). Add lines 4 - 8 ............................. 9 39,569
10 Excess or (deficit) for the year per financial statements. Combine lines 3 and 9 ......... 10 413,708
Part XII Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
1 Total revenue, gains, and other support per audited financial statements ....... 1 6,701,129
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains on investments .......... 2a 39,569
b Donated services and use of facilities ......... 2b 8,974
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIV): ............ 2d  
e Add lines 2a through 2d ..................... 2e 48,543
3 Subtract line 2e from line 1..................... 3 6,652,586
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a 10,211
b Other (Describe in Part XIV): ........... 4b 573,727
c Add lines 4a and 4b....................... 4c 583,938
5 Total Revenue. Add lines 3 and 4c. (This should equal Form 990, Part I, line 12.) ...... 5 7,236,524
Part XIII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
1 Total expenses and losses per audited financial statements ............. 1 6,287,421
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities .......... 2a 8,974
b Prior year adjustments .............. 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIV): ............ 2d  
e Add lines 2a through 2d...................... 2e 8,974
3 Subtract line 2e from line 1..................... 3 6,278,447
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a 10,211
b Other (Describe in Part XIV): ............ 4b 573,727
c Add lines 4a and 4b....................... 4c 583,938
5 Total expenses. Add lines 3 and 4c. (This should equal Form 990, Part I, line 18.) ...... 5 6,862,385
Part XIV
Supplemental Information
Complete this part to provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X; Part XI, line 8; Part XII, lines 2d and 4b; and Part XIII, lines 2d and 4b. Also complete this part to provide any additional information.
Identifier Return Reference Explanation
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 D (Form 990) 2010

Additional Data


Software ID:  
Software Version:  




Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," to Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990
OMB No. 1545-0047
2010
Open to Public
Inspection
Name of the organization
UNITED WAY FOX CITIES INC
 
Employer identification number
39-0912895
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ....................................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Governments and Organizations in the United States. Complete if the organization answered "Yes" to
Form 990, Part IV, line 21 for any recipient that received more than $5,000. Check this box if no one recipient received more than $5,000. Use
Part IV and Schedule I-1 (Form 990) if additional space is needed ......................... lBullet
(a) Name and address of organization
or government		 (b) EIN (c) IRC Code section
if applicable		 (d) Amount of cash grant (e) Amount of non-cash
assistance		 (f) Method of valuation
(book, FMV, appraisal,
other)		 (g) Description of
non-cash assistance		 (h) Purpose of grant
or assistance
(1) ADVOCAP INC181 E NORTH WATER STREET
NEENAH,WI54956 		39-1053365   38,295       PROGRAM OPERATING COST
(2) ADVOCAP INC181 E NORTH WATER STREET
NEENAH,WI54956 		39-1053365   679       DONOR DESIGNATED FOR PROGRAM COST
(3) AIDS RESOURCE CENTER OF WISCONSIN INC103 E WASHINGTON STREET
APPLETON,WI54911 		39-1534049   58,485       PROGRAM OPERATING COST
(4) AIDS RESOURCE CENTER OF WISCONSIN INC103 E WASHINGTON STREET
APPLETON,WI54911 		39-1534049   3,640       DONOR DESIGNATED FOR PROGRAM SUPPORT
(5) AMERICAN CANCER SOCIETY WISCONSIN3311 PACKERLAND DRIVE
GREEN BAY,WI541159552 		39-0807043   29,246       DONOR DESIGNATED FOR GENERAL SUPPORT
(6) AMERICAN RED CROSS - NEENAH-MENASHA CHAPTER181 EAST NORTH WATER STREET
NEENAH,WI54956 		39-0906199   23,681       PROGRAM OPERATING COST
(7) AMERICAN RED CROSS - NEENAH-MENASHA CHAPTER181 EAST NORTH WATER STREET
NEENAH,WI54956 		39-0906199   6,498       DONOR DESIGNATED FOR PROGRAM SUPPORT
(8) AMERICAN RED CROSS - OUTAGAMIE COUNTY CHAPTER1302 EAST WISCONSIN AVE
APPLETON,WI54911 		39-0806288   77,427       PROGRAM OPERATING COST
(9) AMERICAN RED CROSS - OUTAGAMIE COUNTY CHAPTER1302 EAST WISCONSIN AVE
APPLETON,WI54911 		39-0806288   19,120       DONOR DESIGNATED FOR PROGRAM SUPPORT
(10) BEST FRIENDS OF NEENAH-MENASHA INC181 E NORTH WATER STREET
NEENAH,WI54956 		39-1260017   137,195       PROGRAM OPERATING COST
(11) BEST FRIENDS OF NEENAH-MENASHA INC181 E NORTH WATER STREET
NEENAH,WI54956 		39-1260017   4,945       DONOR DESIGNATED FOR PROGRAM SUPPORT
(12) BIG BROTHERS BIG SISTERS OF THE FOX VALLEY REGION INC117 SOUTH LOCUST STREET
APPLETON,WI54914 		39-6103907   157,849       PROGRAM OPERATING COST
(13) BIG BROTHERS BIG SISTERS OF THE FOX VALLEY REGION INC117 SOUTH LOCUST STREET
APPLETON,WI54914 		39-6103907   17,522       DONOR DESIGNATED FOR PROGRAM SUPPORT
(14) BOY SCOUTS OF AMERICA - BAY LAKES COUNCIL2555 NORTHERN ROAD
APPLETON,WI54912 		39-6046971   44,486       DONOR DESIGNATED FOR GENERAL SUPPORT
(15) BOYS' & GIRLS' BRIGADE ASSOCIATION109 WEST COLUMBIAN AVE
NEENAH,WI54956 		39-0813396   32,522       PROGRAM OPERATING COST
(16) BOYS' & GIRLS' BRIGADE ASSOCIATION109 WEST COLUMBIAN AVE
NEENAH,WI54956 		39-0813396   13,828       DONOR DESIGNATED FOR PROGRAM SUPPORT
(17) BOYS & GIRLS CLUB FOX VALLEY INC117 SOUTH LOCUST STREET
APPLETON,WI54914 		39-1225709   247,042       PROGRAM OPERATING COST
(18) BOYS & GIRLS CLUB FOX VALLEY INC117 SOUTH LOCUST STREET
APPLETON,WI54914 		39-1225709   13,651       DONOR DESIGNATED FOR PROGRAM SUPPORT
(19) CAP SERVICES INC17 PARK PLACE STE 950
APPLETON,WI54914 		39-1080897   81,485       PROGRAM OPERATING COST
(20) CAP SERVICES INC17 PARK PLACE STE 950
APPLETON,WI54914 		39-1080897   2,391       DONOR DESIGNATED FOR PROGRAM SUPPORT
(21) CATHOLIC CHARITIES DIOCESE OF GREEN BAY INC214 E SUMMER ST
APPLETON,WI54911 		39-0808438   105,853       PROGRAM OPERATING COST
(22) CATHOLIC CHARITIES DIOCESE OF GREEN BAY INC215 E SUMMER ST
APPLETON,WI54911 		39-0808438   29,784       DONOR DESIGNATED FOR PROGRAM SUPPORT
(23) CATHOLIC CHARITIES DIOCESE OF GREEN BAY INC - SCHOOL BASED MENTAL INITIA216 E SUMMER ST
APPLETON,WI54911 		39-0808438   50,000       PROGRAM OPERATING COST
(24) CEREBRAL PALSY OF MIDEAST WI INC36 BROAD STREET SUITE 120
OSHKOSH,WI54903 		39-6026845   39,100       PROGRAM OPERATING COST
(25) CEREBRAL PALSY OF MIDEAST WI INC36 BROAD STREET SUITE 120
OSHKOSH,WI54903 		39-6026848   2,889       DONOR DESIGNATED FOR PROGRAM SUPPORT
(26) CHILD CARE RESOURCE & REFERRAL INC1165 APPLETON ROAD
MENASHA,WI54952 		39-1606155   116,666       PROGRAM OPERATING COST
(27) CHILD CARE RESOURCE & REFERRAL INC1166 APPLETON ROAD
MENASHA,WI54952 		39-1606155   3,141       DONOR DESIGNATED FOR PROGRAM SUPPORT
(28) CHILD CARE RESOURCE & REFERRAL INC - ELLI INITIATIVE1167 APPLETON ROAD
MENASHA,WI54952 		39-1606155   24,000       PROGRAM OPERATING COST
(29) CHRISTINE ANN DOMESTIC ABUSE SERVICES INC1215 DOCTORS DRIVE
NEENAH,WI54956 		39-1441770   87,328       PROGRAM OPERATING COST
(30) CHRISTINE ANN DOMESTIC ABUSE SERVICES INC1216 DOCTORS DRIVE
NEENAH,WI54956 		39-1441770   13,793       DONOR DESIGNATED FOR PROGRAM SUPPORT
(31) COMMUNITY CLOTHES CLOSET INC1465 MIDWAY ROAD
MENASHA,WI54952 		39-1394270   10,000       PROGRAM OPERATING COST
(32) COMMUNITY FAMILY RESOURCE CENTERS308 EAST BURDICK ST
BLACK CREEK,WI54106 		39-6017468   16,684       PROGRAM OPERATING COST
(33) COMMUNITY FAMILY RESOURCE CENTERS308 EAST BURDICK ST
BLACK CREEK,WI54106 		39-6017468   562       DONOR DESIGNATED FOR PROGRAM SUPPORT
(34) EMERGENCY SHELTER OF THE FOX VALLEY INC400 NORTH DIVISION STREET
APPLETON,WI54911 		39-1447152   93,117       PROGRAM OPERATING COST
(35) EMERGENCY SHELTER OF THE FOX VALLEY INC401 NORTH DIVISION STREET
APPLETON,WI54911 		39-1447152   30,361       DONOR DESIGNATED FOR PROGRAM SUPPORT
(36) EMERGENCY SHELTER OF THE FOX VALLEY INC402 NORTH DIVISION STREET
APPLETON,WI54911 		39-1447152   10,000       PROGRAM OPERATING COST
(37) FAMILY SERVICE OF NE WI1810 APPLETON ROAD
MENASHA,WI54952 		39-0827320   265,452       PROGRAM OPERATING COST
(38) FAMILY SERVICE OF NE WI1810 APPLETON ROAD
MENASHA,WI54952 		39-0827320   5,699       DONOR DESIGNATED FOR PROGRAM SUPPORT
(39) FINANCIAL INFORMATION AND SERVICE CENTER INC (FISC)1800 APPLETON ROAD
MENASHA,WI54952 		39-6698981   203,646       PROGRAM OPERATING COST
(40) FINANCIAL INFORMATION AND SERVICE CENTER INC (FISC)1800 APPLETON ROAD
MENASHA,WI54952 		39-6698981   2,489       DONOR DESIGNATED FOR PROGRAM SUPPORT
(41) FOX CITIES COMMUNITY HEALTH CENTER1814 APPLETON ROAD
MENASHA,WI54952 		39-1884820   92,796       PROGRAM OPERATING COST
(42) FOX CITIES COMMUNITY HEALTH CENTER1814 APPLETON ROAD
MENASHA,WI54952 		39-1884820   7,204       DONOR DESIGNATED FOR PROGRAM SUPPORT
(43) FOX CITIES COMMUNITY HEALTH CENTER1814 APPLETON ROAD
MENASHA,WI54952 		39-1884820   5,000       PROGRAM OPERATING COST
(44) FOX VALLEY CHILDREN'S MENTAL HEALTH CENTER1820 APPLETON ROAD
MENASHA,WI54952 		39-0812532   70,675       PROGRAM OPERATING COST
(45) FOX VALLEY CHILDREN'S MENTAL HEALTH CENTER1821 APPLETON ROAD
MENASHA,WI54952 		39-0812532   184       DONOR DESIGNATED FOR PROGRAM SUPPORT
(46) FOX VALLEY LITERACY COALITION INC103 E WASHINGTON STREET
APPLETON,WI54911 		39-1682277   68,898       PROGRAM OPERATING COST
(47) FOX VALLEY LITERACY COALITION INC103 E WASHINGTON STREET
APPLETON,WI54911 		39-1682277   5,978       DONOR DESIGNATED FOR PROGRAM SUPPORT
(48) FOX VALLEY WARMING SHELTERPO BOX 1261
APPLETON,WI549121261 		26-1887706   10,000       PROGRAM OPERATING COST
(49) FRIENDSHIP PLACE220 NORTH COMMERCIAL STREET
NEENAH,WI54956 		39-2029900   92,336       PROGRAM OPERATING COST
(50) FRIENDSHIP PLACE220 NORTH COMMERCIAL STREET
NEENAH,WI54956 		39-2029900   736       DONOR DESIGNATED FOR PROGRAM SUPPORT
(51) GIRL SCOUTS OF THE NORTHWEST GREAT LAKES INC4693 N LYNNDALE DRIVE
APPLETON,WI54913 		39-0816897   155,968       PROGRAM OPERATING COST
(52) GIRL SCOUTS OF THE NORTHWEST GREAT LAKES INC4693 N LYNNDALE DRIVE
APPLETON,WI54913 		39-0816897   6,829       DONOR DESIGNATED FOR PROGRAM SUPPORT
(53) GREATER FOX CITIES AREA HABITAT FOR HUMANITY921 MIDWAY ROAD
MENASHA,WI54952 		39-1742974   10,000       PROGRAM OPERATING COST
(54) HARBOR HOUSE DOMESTIC ABUSE PROGRAMS INC720 W FIFTH STREET
APPLETON,WI54914 		39-1870927   87,706       PROGRAM OPERATING COST
(55) HARBOR HOUSE DOMESTIC ABUSE PROGRAMS INC720 W FIFTH STREET
APPLETON,WI54914 		39-1870927   36,564       DONOR DESIGNATED FOR PROGRAM SUPPORT
(56) HMONG-AMERICAN PARTNERSHIP FOX VALLEY INC2198 S MEMORIAL DRIVE
APPLETON,WI54915 		39-1378632   145,610       PROGRAM OPERATING COST
(57) HMONG-AMERICAN PARTNERSHIP FOX VALLEY INC2199 S MEMORIAL DRIVE
APPLETON,WI54915 		39-1378632   1,171       DONOR DESIGNATED FOR PROGRAM SUPPORT
(58) HOUSING PARTNERSHIP OF THE FOX CITIES605 EAST HANCOCK STREET
APPLETON,WI54911 		39-1582471   10,022       PROGRAM OPERATING COST
(59) HOUSING PARTNERSHIP OF THE FOX CITIES606 EAST HANCOCK STREET
APPLETON,WI54911 		39-1582471   278       DONOR DESIGNATED FOR PROGRAM SUPPORT
(60) HOUSING PARTNERSHIP OF THE FOX CITIES607 EAST HANCOCK STREET
APPLETON,WI54911 		39-1582471   10,000       PROGRAM OPERATING COST
(61) LEGAL ACTION OF WISCONSIN201 WEST WALNUT ST SUITE 203
GREEN BAY,WI54303 		39-1077192   38,663       PROGRAM OPERATING COST
(62) LEGAL ACTION OF WISCONSIN202 WEST WALNUT ST SUITE 203
GREEN BAY,WI54303 		39-1077192   211       DONOR DESIGNATED FOR PROGRAM SUPPORT
(63) LUTHERAN SOCIAL SERVICES OF WISCONSIN & UPPER MICHIGAN INC3003A NORTH RICHMOND STREET
APPLETON,WI54911 		39-0816846   206,132       PROGRAM OPERATING COST
(64) LUTHERAN SOCIAL SERVICES OF WISCONSIN & UPPER MICHIGAN INC3003A NORTH RICHMOND STREET
APPLETON,WI54911 		39-0816846   16,882       DONOR DESIGNATED FOR PROGRAM SUPPORT
(65) MOTHER AND UNBORN BABY CARE INC526 W WISCONSIN AVE
APPLETON,WI54911 		39-1446870   11,782       DONOR DESIGNATED FOR GENERAL SUPPORT
(66) NAMI - FOX VALLEY516 W 6TH STREET
APPLETON,WI54911 		39-1545497   57,267       PROGRAM OPERATING COST
(67) NAMI - FOX VALLEY516 W 6TH STREET
APPLETON,WI54911 		39-1545497   4,733       DONOR DESIGNATED FOR PROGRAM SUPPORT
(68) NEENAH - MENASHA DIAL-A-RIDEPO BOX 426
NEENAH,WI549570426 		39-6005543   6,797       PROGRAM OPERATING COST
(69) NEENAH - MENASHA DIAL-A-RIDEPO BOX 426
NEENAH,WI549570426 		39-6005543   1,443       DONOR DESIGNATED FOR PROGRAM SUPPORT
(70) NEENAH-MENASHA DENTAL CLINIC126 MAIN STREET
NEENAH,WI54956 		39-1471332   14,406       PROGRAM OPERATING COST
(71) NEENAH-MENASHA DENTAL CLINIC126 MAIN STREET
NEENAH,WI54956 		39-1471332   322       DONOR DESIGNATED FOR PROGRAM SUPPORT
(72) NON-PROFIT AFFORDABLE HOUSING BASED RENTAL SERVICES3020 EAST WINSLOW AVE
APPLETON,WI54911 		39-1652869   7,210       PROGRAM OPERATING COST
(73) OSHKOSH AREA UNITED WAY36 BROAD STREET SUITE 100
OSHKOSH,WI54901 		39-1017908   29,475       DONOR DESIGNATED FOR GENERAL SUPPORT
(74) PROJECT BRIDGES DAY CARE CENTER & PRESCHOOL INC803 EAST COLLEGE AVE
APPLETON,WI54911 		39-1340963   108,240       PROGRAM OPERATING COST
(75) PROJECT BRIDGES DAY CARE CENTER & PRESCHOOL INC803 EAST COLLEGE AVE
APPLETON,WI54911 		39-1340963   2,137       DONOR DESIGNATED FOR PROGRAM SUPPORT
(76) REACH COUNSELING SERVICES INC1370 S COMMERCIAL STREET
NEENAH,WI54956 		39-1292277   135,841       PROGRAM OPERATING COST
(77) REACH COUNSELING SERVICES INC1370 S COMMERCIAL STREET
NEENAH,WI54956 		39-1292277   2,031       DONOR DESIGNATED FOR PROGRAM SUPPORT
(78) REBUILDING TOGETHER FOX VALLEY605 EAST HANCOCK STREET
APPLETON,WI54911 		39-1923713   5,000       PROGRAM OPERATING COST
(79) SEXUAL ASSAULT CRISIS CENTER-FOX CITIES INC35 PARK PLACE SUITE 100
APPLETON,WI54914 		39-1309331   107,999       PROGRAM OPERATING COST
(80) SEXUAL ASSAULT CRISIS CENTER-FOX CITIES INC35 PARK PLACE SUITE 100
APPLETON,WI54914 		39-1309331   10,656       DONOR DESIGNATED FOR PROGRAM SUPPORT
(81) THE ARC OF FOX CITIES375 WINNEBAGO AVE
MENASHA,WI54952 		75-3202931   229,843       PROGRAM OPERATING COST
(82) THE ARC OF FOX CITIES375 WINNEBAGO AVE
MENASHA,WI54952 		75-3202931   10,602       DONOR DESIGNATED FOR PROGRAM SUPPORT
(83) TRI-COUNTY DENTAL CLINIC9 PARK WAY
APPLETON,WI54914 		47-0862462   10,000       PROGRAM OPERATING COST
(84) UNITED WAY OF BROWN COUNTY1825 RIVERSIDE DR
GREEN BAY,WI54305 		39-0806299   20,068       DONOR DESIGNATED FOR GENERAL SUPPORT
(85) UNITED WAY OF NEW LONDON INCPO BOX 104
NEW LONDON,WI54961 		39-1587610   15,518       DONOR DESIGNATED FOR GENERAL SUPPORT
(86) SHAWANO AREA UNITED WAYPO BOX 31
SHAWANO,WI541660031 		39-1099657   7,919       DONOR DESIGNATED FOR GENERAL SUPPORT
(87) VALLEY PACKAGING INDUSTRIES INC110 N KENSINGTON DRIVE
APPLETON,WI54915 		39-0921632   173,791       PROGRAM OPERATING COST
(88) VALLEY PACKAGING INDUSTRIES INC111 N KENSINGTON DRIVE
APPLETON,WI54915 		39-0921632   3,431       DONOR DESIGNATED FOR PROGRAM SUPPORT
(89) VALLEY PACKAGING INDUSTRIES INC112 N KENSINGTON DRIVE
APPLETON,WI54915 		39-0921632   10,000       PROGRAM OPERATING COST
(90) VILLA HOPE INC613 NORTH DIVISION STREET
APPLETON,WI54913 		23-7088971   21,727       PROGRAM OPERATING COST
(91) VILLA HOPE INC614 NORTH DIVISION STREET
APPLETON,WI54913 		23-7088971   273       DONOR DESIGNATED FOR PROGRAM SUPPORT
(92) VALLEY TRANSIT801 SOUTH WHITMAN AVE
APPLETON,WI54914 		39-6005381   10,000       PROGRAM OPERATING COST
(93) VALLEY TRANSIT - THE CONNECTOR INITIATIVE802 SOUTH WHITMAN AVE
APPLETON,WI54914 		39-6005381   50,000       PROGRAM OPERATING COST
(94) WAUPACA COMMUNITY CHESTPO BOX 94
WAUPACA,WI54981 		23-7135248   13,363       DONOR DESIGNATED FOR GENERAL SUPPORT
(95) WINNECONNE AREA UNITED FUND INCPO BOX 336
WINNECONNE,WI54986 		39-6104889   11,566       DONOR DESIGNATED FOR GENERAL SUPPORT
(96) WISCONSIN INTERFAITH NEEDS RESPONSEPO BOX 114
OSHKOSH,WI549030114 		39-1923713   15,345       PROGRAM OPERATING COST
(97) WISCONSIN INTERFAITH NEEDS RESPONSEPO BOX 114
OSHKOSH,WI549030114 		39-1923713   10,000       PROGRAM OPERATING COST
(98) YMCA FOX CITIES217 EAST LAWRENCE STREET
APPLETON,WI54911 		39-0806191   519,150       PROGRAM OPERATING COST
(99) YMCA FOX CITIES218 EAST LAWRENCE STREET
APPLETON,WI54911 		39-0806191   31,676       DONOR DESIGNATED FOR PROGRAM SUPPORT
(100) YMCA FOX WESTW6931 SCHOOL RD
GREENVILLE,WI54942 		39-0806191   7,921       DONOR DESIGNATED FOR GENERAL SUPPORT
(101) YOUTH GO INC213 NICOLET BLVD
NEENAH,WI54956 		39-1137233   184,880       PROGRAM OPERATING COST
(102) YOUTH GO INC213 NICOLET BLVD
NEENAH,WI54956 		39-1137233   4,745       DONOR DESIGNATED FOR PROGRAM SUPPORT
(103) ALL OTHER GRANTS
 
  		  70,451       DONOR DESIGNATED FOR GENERAL SUPPORT
2
Enter total number of section 501(c)(3) and government organizations ......................... Bullet Image
40
3
Enter total number of other organizations ................................ . Bullet Image
0
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2010

Schedule I (Form 990) 2010
Page 2
Part III
Grants and Other Assistance to Individuals in the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 22.
Use Schedule I-1 (Form 990) if additional space is needed.
(a)Type of grant or assistance (b)Number of
recipients		 (c)Amount of
cash grant		 (d)Amount of
non-cash assistance		 (e)Method of valuation (book,
FMV, appraisal, other)		 (f)Description of non-cash assistance













Part IV
Supplemental Information. Complete this part to provide the information required in Part I, line 2, and any other additional information.
Identifier Return Reference Explanation
PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: 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.
Schedule I (Form 990) 2010


Additional Data


Software ID:  
Software Version:  


SCHEDULE M
(Form 990)

Department of the Treasury
Internal Revenue Service
NonCash Contributions
Right pointing arrow large imageComplete if the organization answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image Attach to Form 990.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
UNITED WAY FOX CITIES INC
 
Employer identification number

39-0912895
Part I
Types of Property
(a)
Check if applicable 		(b)
Number of Contributions or items contributed 		(c)
Contribution amounts reported on
Form 990, Part VIII, line 1g 		(d)
Method of determining
contribution amounts
1 Art—Works of art ....        
2 Art—Historical treasures .        
3 Art—Fractional interests ..        
4 Books and publications ..      
5 Clothing and household
goods ....... 		     
6 Cars and other vehicles ..        
7 Boats and planes ....        
8 Intellectual property ...        
9 Securities—Publicly traded .        
10 Securities—Closely held stock .        
11 Securities—Partnership, LLC,
or trust interests .... 		       
12 Securities—Miscellaneous ..        
13 Qualified conservation
contribution—Historic
structures ..... 		       
14 Qualified conservation
contribution—Other ... 		       
15 Real estate—Residential .        
16 Real estate—Commercial ..        
17 Real estate—Other ...        
18 Collectibles .....        
19 Food inventory ...        
20 Drugs and medical supplies .        
21 Taxidermy ......        
22 Historical artifacts ....        
23 Scientific specimens ..        
24 Archeological artifacts ...        
25 Other Right pointing arrow large image ( AUTOMOBILE ) X 1 17,851 COST
26 Other Right pointing arrow large image ( EVENT AND MEDIA ITEMS ) X 2 5,510 COST
27 Other Right pointing arrow large image ( VIDEO ) X 1 8,500 COST
28 Other Right pointing arrow large image ( PACKAGING SUPPLIES ) X 1 615 COST
Other Right pointing arrow large image ( OFFICE SUPPLIES ) X 2 8,835 COST
Other Right pointing arrow large image ( PRINTED MATERIALS ) X 5 19,675 COST
Other Right pointing arrow large image ( OFFICE EQUIPMENT ) X 6 0  
Other Right pointing arrow large image ( TOYS ) X 1 0  
Other Right pointing arrow large image ( MEDIA ITEMS ) X 5 0  
Other Right pointing arrow large image ( PERSONAL CARE ITEMS ) X 1 0  
Other Right pointing arrow large image ( PIANO ) X 1 0  
Other Right pointing arrow large image ( MISCELLANEOUS ) X 3 0  
29
Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement ...
29
 
Yes
No
30a
During the year, did the organization receive by contribution any property reported in Part I, lines 1-28 that it
must hold for at least three years from the date of the initial contribution, and which is not required to be used
for exempt purposes for the entire holding period? ..................
30a
 
No
b
If "Yes," describe the arrangement in Part II.
31
Does the organization have a gift acceptance policy that requires the review of any non-standard contributions?
31
Yes
 
32a
Does the organization hire or use third parties or related organizations to solicit, process, or sell non-cash
contributions? ............................
32a
 
No
b
If "Yes," describe in Part II.
33
If the organization did not report revenues in column (c) for a type of property for which column (a) is checked,
describe in Part II.
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 51227J
Schedule M (Form 990) 2010
Schedule M (Form 990) 2010
Page 2
Part II
Supplemental Information. Complete this part to provide the information required by Part I, lines 30b,
32b, and 33. Also complete this part for any additional information.
Identifier Return Reference Explanation
NON REPORTING OF REVENUE: PART I, LINE 33: 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.
Schedule M (Form 990) 2010
Additional Data


Software ID:  
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SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
OMB No. 1545-0047
2010
Open to Public
Inspection
Name of the organization
UNITED WAY FOX CITIES INC
 
Employer identification number

39-0912895
Identifier Return Reference Explanation
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.
  FORM 990, PART VI, SECTION B, LINE 12C 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 15 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 C, LINE 19 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.
CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 39,569.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2010

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