2024-10-03T11:23:19-04:00 2023-12-31 391392227 HUBERTY & ASSOCIATES SC 37 N PIONEER RD FOND DU LAC WI 54935 990 2023-01-01 391017908 OSHKOSH AREA UNITED WAY INC OSHK 9202358560 16 WASHINGTON AVENUE OSHKOSH WI 54901 BETH OSWALD EXECUTIVE DIRECTOR 9202358560 2024-10-01 true false CYNTHIA HINTZ CPA P00576742 9209238400 2024-10-01 2023 2024-10-15 13:58:12Z BETH OSWALD 16 WASHINGTON AVENUE OSHKOSH WI 54901 1857449 false X WWW.OSHKOSHUNITEDWAY.ORG X 1962 WI TO IMPROVE LIVES BY LEVERAGING PEOPLE AND RESOURCES TO CREATE INNOVATIVE SOLUTIONS TO COMMUNITY NEEDS. 15 15 4 279 0 1460888 1468234 5200 77546 36400 70411 20422 25719 1522910 1641910 876000 882050 0 358549 344719 0 67054 283463 386572 1518012 1613341 4898 28569 3815329 4091954 326501 404765 3488828 3687189 RAISING AND ALLOCATING FUNDS TO ASSIST MEMBER AGENCIES IN MEETING HUMAN SERVICES NEEDS IN ORDER TO IMPROVE THE QUALITY OF LIFE IN THE COMMUNITY. false false 13665 1000 AGENCY ALLOCATIONS - ALLOCATE FUNDS TO ASSIST MEMBER AGENCIES AND OTHER UNITED WAYS IN MEETING HUMAN SERVICE NEEDS 1416128 881050 95821 COMMUNITY IMPACT - ASSIST IN HUMAN SERVICE PLANNING TO IMPROVE THE QUALITY OF LIFE IN THE COMMUNITY 1429793 true true false false false false false false true true true true false true true true true false false false false false false false true false false true false false false false false false false false false false true false false false false false false false false true 2 0 4 true false false false false false false false false false false false false X 15 15 false false false false false false false true true false false true true true true true true true true false WI X BETH OSWALD 9202358560 16 WASHINGTON AVENUE OSHKOSH WI 54901 BETH OSWALD EXECUTIVE DI 40.00 X 124858 0 12653 BRYAN BRANDT VICE CHAIR 5.00 X X 0 0 0 SHANE CARTER BOARD MEMBER 5.00 X 0 0 0 MARK CYRULIK CHAIR BOARD 5.00 X X 0 0 0 PAULETTE FELD BOARD MEMBER 5.00 X 0 0 0 ETHAN HAAS BOARD MEMBER 5.00 X 0 0 0 E ALAN HARTMAN BOARD MEMBER 5.00 X 0 0 0 CLINT HERRICK BOARD MEMEBE 5.00 X 0 0 0 NATHAN KASTEIN TREASURER 5.00 X X 0 0 0 DAVE KERSZTYN BOARD CHAIR 5.00 X X 0 0 0 JOHN KRIZ BOARD MEMBER 5.00 X 0 0 0 JUSTINE MURPHY SECRETARY 5.00 X X 0 0 0 TRISHA RATHERMEL BOARD MEMBER 5.00 X 0 0 0 DAVE RICHTER BOARD MEMBER 5.00 X 0 0 0 JEFF WRIGHT BOARD MEMBER 5.00 X 0 0 0 HOUA XIONG VC ALLOCATIO 5.00 X X 0 0 0 124858 12653 1 false false false 11016 9444 1447774 35543 1468234 COMMUNITY EVENTS 900099 69846 69846 IMAGINATION LIBRARY 900099 7700 7700 77546 49579 49579 223827 202995 20832 20832 20832 19081 11016 12544 6537 6537 907 907 907 T-SHIRT SPONSOR 900099 5500 5500 ADMINISTRATION FEE 900099 5000 5000 DAY OF CARING 900099 5000 5000 2775 2775 18275 1641910 95821 77855 882050 882050 137511 105884 16501 15126 141369 108854 16964 15551 7524 5793 903 828 38348 29527 4602 4219 19967 15375 2396 2196 15675 1881 13324 470 14133 14133 34213 4106 29081 1026 387 387 53038 39676 5838 7524 36832 24947 8253 3632 383 295 46 42 17747 13665 2130 1952 1230 147 1046 37 810 624 97 89 BAD DEBT 82960 82960 COMMUNITY EVENTS 46147 46147 IMAGINATION LIBRARY 37317 37317 MISCELLANEOUS 27898 26758 332 808 17802 3400 848 13554 1613341 1429793 116494 67054 1208035 1113109 55297 55806 599268 663359 290 16965 11930 12169 10500 1230 9270 1713973 1895716 226536 325560 3815329 4091954 8705 26365 315011 301331 2785 2785 74284 326501 404765 X 2183615 2399664 1305213 1287525 3488828 3687189 3815329 4091954 X 28569 143348 26444 X false true X true false X 1622567 1747143 1765283 1460888 1468234 8064115 1622567 1747143 1765283 1460888 1468234 8064115 1818916 6245199 35342 31831 34545 36400 49579 187697 8251812 265486 0.75680 0.78490 X PART II, LINE 10 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true X 75869 9809 5176 80502 95446 -18122 1455 75869 88233 7213 95446 83962 4271 88233 76838 7124 83962 1.00000 true false 10500 1230 9270 9270 ROBERT W. BAIRD & CO. INVEST. 1895716 F 1895716 BENEFICIAL INT IN ASSETS HELD 148129 BENEFICIAL INTEREST IN TRUST 80502 OPERATING LEASE RIGHT-OF-USE ASSET 68472 CAMPAIGN VEHICLE 28457 325560 OPERATING LEASE LIABILITY 74284 74284 X 1800969 143348 3400 26444 173192 1627777 14133 14133 1641910 1602608 3400 3400 1599208 14133 14133 1613341 SCHEDULE D, PAGE 2, PART IV, LINE 2B THE ORGANIZATION HELD FUNDS, WHICH WERE ESTABLISHED BY UNRELATED ORGANIZATIONS, UNDER AN AGENCY TRANSACTION. THESE FUNDS ARE REFLECTED AS LIABILITIES ON FORM 990, PART X LINE 21. SCHEDULE D, PAGE 2, PART V, LINE 4 THE FUNDS DESIGNATED BY THE BOARD OF DIRECTORS WERE ESTABLISHED TO PROVIDE FUNDS ON A LONG-TERM BASIS FOR NONRECURRING EVENTS AND EMERGENCIES. SCHEDULE D, PAGE 3, PART X OSHKOSH AREA UNITED WAY, INC. HAS BEEN CLASSIFIED AS AN OTHER-THAN PRIVATE FOUNDATION AND IS TAX-EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION IS SUBJECT TO A TAX ON INCOME FROM ANY UNRELATED BUSINESS. THE ORGANIZATION HAS EVALUATED TAX POSITIONS TAKEN FOR FILING WITH THE INTERNAL REVENUE SERVICE AND ALL STATE JURISDICTIONS WHERE IT OPERATES. THE ORGANIZATION BELIEVES THAT INCOME TAX FILING POSITIONS WILL BE SUSTAINED UPON EXAMINATION AND DOES NOT ANTICIPATE ANY ADJUSTMENTS THAT WOULD RESULT IN A MATERIAL ADVERSE EFFECT ON THE ORGANIZATIONS FINANCIAL CONDITION, RESULTS OF OPERATIONS OR CASH FLOWS. ACCORDINGLY, THE ORGANIZATION HAS NOT RECORDED ANY RESERVES, OR RELATED ACCRUALS FOR INTEREST AND PENALTIES FOR UNCERTAIN INCOME TAX POSITIONS AT DECEMBER 31, 2023 AND 2022. ALL YEARS NOT CLOSED BY STATUTE OF LIMITATIONS IN JURISDICTIONS REMAIN OPEN FOR EXAMINATIONS. SCHEDULE D, PAGE 4, PART XI, LINE 2D CHANGE IN VALUE OF BENEFICIAL INTEREST IN ASSETS 17,984 CHANGE IN THE VALUE OF BENEFICIAL INTERS IN TRUST 8,460 GOLF OUTING 30097 11016 19081 5166 5197 1639 542 30097 11016 19081 5166 5197 1639 542 12544 6537 true ADVOCAP PO BOX 1108 FOND DU LAC WI 54936 391053365 3 35000 BRIDGES, SKILLS ENHA BIG BROTHERS BIG SISTERS 3301C N BALLARD AVENUE APPLETON WI 54911 396103907 3 25000 MENTOR 2.0, YOUTH ME BOYS & GIRLS CLUB OF OSHKOSH PO BOX 411 OSHKOSH WI 54903 396120658 3 97500 TREES FROM SEEDS MEN CHRISTINE ANN DOMESTIC ABUSE SERVICES 206 ALGOMA BLVD OSHKOSH WI 54901 391441770 3 70000 EMERGENCY SHELTER, E COVEY 1930 ALGOMA BLVD OSHKOSH WI 54901 396026845 3 37500 COMMUNITY ENGAGEMENT COMMUNITY CLOTHES CLOSET 1465-B OPPORTUNITY WAY MENASHA WI 54952 391394270 3 10000 TRAVELING CLOSET DAY BY DAY WARMING SHELTER 449 HIGH AVENUE OSHKOSH WI 54901 275557420 3 45000 RESOURCE COORDINATIO FAMILY SERVICES OF WISCONSIN 36 BROAD STREET SUITE 150 OSHKOSH WI 54901 390827320 3 20000 HOME VISITS GOODWILL INDUSTRIES OF NC WI INC 1800 APPLETON ROAD MENASHA WI 54952 391144913 3 20000 FINANCIAL COUNSELING GIRL SCOUTS OF NORTHWESTERN GREAT LAKES 4693 N LYNNDALE DR APPLETON WI 54913 391016314 3 13000 MEMBERSHIP , REACHIN GO TRANSIT 926 DEMPSEY TRAIL OSHKOSH WI 54902 396005563 13000 ACCESS TO JOBS LEGAL ACTION OF WISCONSIN INC 404 N MAIN STREET 702 OSHKOSH WI 54901 391077192 3 65400 EVICTION AND HOMELES OSHKOSH AREA COMMUNITY PANTRY 2551 JACKSON STREET OSHKOSH WI 54901 263714702 3 35000 KIDS PROGRAMMING OSHKOSH AREA SCHOOL DISTRICT 215 EAGLE ST OSHKOSH WI 54901 391414354 GOV 55000 SUMMER CLIMB AKA KIN OSHKOSH COMMUNITY YMCA 324 WASHINGTON AVE OSHKOSH WI 54901 390878909 3 20000 MEMBER SCHOLARSHIPS OSHKOSH FIRE DEPT 101 COURT ST OSHKOSH WI 54901 396005563 GOV 6600 OFD MENTAL HEALTH IN OSHKOSH KID'S FOUNDATION INC PO BOX 1433 OSHKOSH WI 54903 842675271 3 50000 TINY HOUSE VILLAGE OSHKOSH SATURDAY FARMERS MARKET PO BOX 1201 OSHKOSH WI 54903 455135065 3 8000 BONUS 10 FOOD BUCKS REACH COUNSELING 1509 S COMMERCIAL STREET NEENAH WI 54956 391292277 3 57000 ADVOCACY, COUNSELING SAMARITAN COUNSELING CENTER OF THE FOX VALLEY INC 1205 PROVINCE TERRACE MENASHA WI 54952 391214216 3 10000 COUNSELING SOLUTIONS RECOVERY INC 621 EVANS STREET OSHKOSH WI 54901 392039973 3 50000 SOLUTIONS SOBER LIVI TRI-COUNTY DENTAL 9 TRI PARK WAY APPLETON WI 54914 470862462 3 25000 ROBERT GLASS FOCUS O UNITED WAY FOX CITIES 1455 MIDWAY ROAD MENASHA WI 54952 390912895 3 30000 BE WELL FOX VALLEY F UNIVERSITY OF WISCONSIN OSHKOSH 800 ALGOMA BLVD OSHKOSH WI 54901 391805963 GOV 12000 UNIVERSITY OF WISCON VALLEY PACKAGING 110 N KENSINGTON DRIVE APPLETON WI 54915 390921632 3 10000 EARLY INTERVENTION P WINNEBAGO LITERACY COUNCIL 106 WASHINGTON AVE OSHKOSH WI 54901 391679291 3 37000 ROAD TO WORK 26 SCHEDULE I, PAGE 1, PART I, LINE 2 THE ORGANIZATION MAINTAINS AN ALLOCATIONS & COMMUNITY IMPACT COMMITTEE THAT OVERSEES THE INVESTIGATION OF REQUESTS FOR ASSISTANCE AND MAINTAINS AN ONGOING RELATIONSHIP WITH RECIPIENTS TO ENSURE PROPER USE OF FUNDS FOR THEIR PROGRAMS. X FUNDRAISING 29 5166 X OFFICE FURNITUR 12 12100 X COPIER 1 2200 X MISC ITEMS 7 16077 false false false FORM 990, PAGE 6, PART VI, LINE 11B A COMPLETE COPY OF THE 990 IS PROVIDED TO THE INVESTMENT AND AUDIT COMMITTEE MEMBERS AND THE BOARD OF DIRECTORS FORM 990, PAGE 6, PART VI, LINE 12C DISCLOSURE AGREEMENTS ARE REQUIRED TO BE FILLED OUT IF THERE IS A CHANGE DURING THE YEAR. THE BOARD MANAGEMENT COMMITTEE MONITORS THE CONFLICT OF INTEREST POLICY. FORM 990, PAGE 6, PART VI, LINE 15A THE PRESIDENT/CEO RECEIVES A REVIEW ANNUALLY BY THE EXECUTIVE COMMITTEE, WHICH IS MADE UP OF INDEPENDENT PERSONS. THE COMMITTEE MAKES ITS RECOMMENDATION TO THE BOARD, AND IT IS VOTED ON DURING THEIR REGULAR MEETING. THE RESULT IS DOCUMENTED IN THE MINUTES. NO OTHER OFFICERS RECEIVE COMPENSATION. FORM 990, PAGE 6, PART VI, LINE 15B THE PRESIDENT/CEO RECEIVES A REVIEW ANNUALLY BY THE EXECUTIVE COMMITTEE, WHICH IS MADE UP OF INDEPENDENT PERSONS. THE COMMITTEE MAKES ITS RECOMMENDATION TO THE BOARD, AND IT IS VOTED ON DURING THEIR REGULAR MEETING. THE RESULT IS DOCUMENTED IN THE MINUTES. NO OTHER OFFICERS RECEIVE COMPENSATION. FORM 990, PAGE 6, PART VI, LINE 19 DOCUMENTS, INCLUDING GOVERNING, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS, ARE AVAILABLE TO THE PUBLIC ON THE ORGANIZATION'S WEBSITE AND UPON REQUEST. FORM 990, PART XI, LINE 9 RETURN ON BENEFICIAL INTEREST IN ASSETS 17,984 RETURN ON BENEFICIAL INTEREST IN TRUST 8,460 TOTAL 26,444