United Way Fox Cities Inc
Nonprofit profile at a glance
- EIN
- 390912895
- IRS 990 coverage
- 2010–2024
- Forms available
- Form 990 2024
- Location
- Menasha, WI, USA
- Phone
- 9209547210
- Rating
- 83
- Verdict
- STRONG
- Rating confidence
- Moderate
- Sector
- Federated Giving Programs
Reported finances
- Revenue
- $10,121,165
- Expenses
- $10,562,272
- Assets
- $10,866,959
- Liabilities
- $5,427,188
Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
23 people listed
Executive titles in this filing
- LISA KOGAN-PRASKA (PRESIDENT/CEO)
- PETER C KELLY (PRESIDENT/CEO - FORMER)
Highest reported compensation
- PETER C KELLY (PRESIDENT/CEO - FORMER): $292,667 total reported compensation
- LISA KOGAN-PRASKA (PRESIDENT/CEO): $173,906 total reported compensation
- WENDY KRUEGER (CHIEF OPERATING OFFICER): $146,420 total reported compensation
Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
To improve lives by bringing diverse people together to build a stronger, more caring community for everyone.
What it reported doing in 2024
Be well fox valley - be well fox valley is a three-county community initiative led by a multi-sector team including healthcare, local governments, private sector and non-profit leaders, education, and philanthropy working together to create a community where all people have the opportunity to live longer, healthier and happier. This happens through collaboration and commitment from diverse partners and community members working together to advance a culture of health and well-being for people living in calumet, outagamie, and winnebago counties of Wisconsin. Be well fox valley works to create healthy local settings that promote healthy choices and behaviors, a vibrant regional food system, a cohesive and connected multi-modal network that provides transportation and recreation, inclusive public spaces that foster social connection, and community-clinical partnerships that help prevent and manage chronic disease.
Operating model
- Revenue model
- Donor-supported. 91% of the money available for current operations came from contributions and gifts.
- Distribution model
- Grant intermediary. The nonprofit sent 85% of its reported program spending out as grants.
- Includes noncash contributions: Reported contributions include donated property or goods.
The verdict
STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Fundraising costs are high for each dollar raised and expenses are high relative to revenue.
Rating breakdown
- Financial Efficiency: 83
- Transparency & Controls: 79
- Accountability: 100
- Sustainability: 28
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 89.2%; rating input score 89
- Program expense ratio: 84.5%; rating input score 85
- Fundraising efficiency: $15.22 raised per $1 spent on fundraising; rating input score 50; 50th percentile among comparable filings
Transparency & Controls
- Consistency checks: 93.8%; rating input score 94; 17th percentile among comparable filings
- Pay-setting controls: 3 of 6 controls in place; rating input score 50
- Compensation committee: Missing
- Independent consultant: Pass
- Other Form 990s reviewed: Missing
- Written employment contract: Pass
- Compensation survey or study: Missing
- Board or committee approval: Pass
- Foreign activity oversight: Limited
- Grant itemization coverage: 91.5%; rating input score 92; 21st percentile among comparable filings
- Major donor itemization: Yes; rating input score 100
- Related-party transparency: Limited
Accountability
- Independent voting board: 100%; rating input score 100; 66th percentile among comparable filings
- Governance controls: 9 of 9 controls in place; rating input score 100
- Conflict-of-interest policy: Pass
- Whistleblower policy: Pass
- Document-retention policy: Pass
- CEO compensation review process: Pass
- Other executive compensation review process: Pass
- Form 990 shared with the board: Pass
- Board meeting minutes documented: Pass
- Audit committee oversight: Pass
- Independent financial-statement audit: Pass
Sustainability
- Operating margin: -4.4%; rating input score 18; 18th percentile among comparable filings
- Total-asset coverage ratio: 1.03; rating input score 37; 37th percentile among comparable filings
- Liabilities to assets ratio: 0.5; rating input score 29; 29th percentile among comparable filings
- Officer compensation ratio: 5.8%; rating input score 44; 44th percentile among comparable filings
Growth
- Program expense growth: 3.5% per year; rating input score 100; 29th percentile among comparable filings
- Revenue growth: 2.6% per year; rating input score 100; 22nd percentile among comparable filings
- Asset growth: 1.3% per year; rating input score 100; 15th percentile among comparable filings
Details
- Where the money goes: 89.2% of revenue deployed · 84.5% of spending went to programs
- Governance: 20 of 20 board members independent · 9 of 9 filing controls reported
- Programs: 8 filed program accomplishments · $8.9M in reported program spending
- Leadership: top reported pay $293K · 23 people listed · 3 of 6 pay-setting controls reported
- Consistency: 34 of 35 current checks pass · 1 finding to review
- Schedules: 6 filed schedules · includes major donors, grants, and executive pay
- Filing history: 15 filing years from 2010 to 2024
- Contacts: How to reach this organization
- Money network: 54 filed money-flow records
- Related organizations: 51 filed related-organization links
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
- Staff and benefit plans: Retirement and health plans the organization files with the Department of Labor, and the people in them.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- Review — Financial Efficiency: Fundraising efficiency scored 50/100.
- High — Sustainability: Operating margin scored 18/100.
- Moderate — Sustainability: Total-asset coverage ratio scored 37/100.
- High — Sustainability: Liabilities to assets ratio scored 29/100.
- Review — Transparency & Controls: Domestic grant itemization did not reconcile in the filed values.
- Moderate — Sustainability: Officer compensation ratio scored 44/100.