2023-10-31T14:16:39-07:00 2022-12-31 420714325 RSM US LLP 4622 Pennsylvania Ave Kansas City MO 64112 990 2022-01-01 390817532 UNITED WAY OF DANE COUNTY INC UNIT 6082464350 2059 Atwood Ave Madison WI 53704 Renee Moe President & CEO 6082468071 2023-11-09 1 1 Kevin Ensminger P01310558 8168049068 2023-11-09 1 11 1 AAL2 2022 2023-04-26 12:10:37Z Renee Moe 2059 Atwood Ave Madison WI 53704 22851393 0 X UnitedWayDaneCounty.org X 1951 WI United Way of Dane County unites the community to create measurable results that change lives. We are committed to the vision of a Dane County where everyone can succeed in school, work and life. To facilitate this, we mobilize our community's caring power and advance our community's Agenda for Change, six goals focused on three priority areas of Education, Income and Health - the building blocks of a stable life and thriving community. By targeting specific goals and forging partnerships, United Way is tackling the root causes of critical local issues and achieving real, measurable results in education, financial stability, housing, health and more. Through strategic partnerships and collaborative work, we bring the many voices of Dane County together to find common ground and make measurable progress, while providing organizations and individuals the opportunity to give, advocate and volunteer to change lives in Dane County. 37 37 126 3950 0 0 22522545 21892701 0 0 90472 88315 -84076 -63238 22528941 21917778 15011019 14278819 0 0 5428790 5534011 0 0 2169966 2611440 2298459 23051249 22111289 -522308 -193511 25467311 23323648 5539299 5695008 19928012 17628640 Unite the community to achieve measurable results that change lives. 0 0 5667090 4643936 0 Health goal: A Dane County absent of racial health disparities. In 2022 our signature school-based behavioral health program, CBITS, screened over 6,000 students for symptoms of traumatic stress and delivered remote services that helped over 200 students connect with services for a variety of behavioral health issues that most reported improved their health outcomes. Updated strategies were developed to address the racial and socioeconomic health disparities that have led to poorer health outcomes for our County's BIPOC (Black, Indigenous and People of Color) population. Significant time and resources were focused on collaborating with Dane County Health Council partners to develop a Care Coordination system that brings health and community resources together to address the Social Determinants of Health impacting birth outcomes for African American pregnant moms. At United Way of Dane County, we believe cost should not prevent one from getting the health care one needs. That's why we're helping lower income individuals and families who make too much to qualify for BadgerCare purchase insurance through healthcare.gov via our HealthConnect Premium Assistance Program. Health Connect offered premium rate coverage through 20 different local plans for qualified individuals who registered during the 2022 enrollment period. In 2022, $1.05 million was invested into the HealthConnect program by United Way of Dane County and our Partners UW Health and Quartz - allowing us to pay insurance premiums for 583 people through 504 plans. 18% of participants had no previous health coverage, 31% of HealthConnect enrollees identified as BIPOC. 5112884 4312826 0 Academic Success goal: "Students succeed academically and graduate high school, prepared for higher education, career, and community." Our major initiatives in this area are tutoring and academic support programs at the elementary, middle, and high school levels to help increase the graduation rate in Dane County to 95% by 2024. Over 350 elementary students were tutored by 11 AmeriCorps members in the 2021-2022 school Urban League of Greater Madison is the lead agency partner on middle school literacy and math tutoring. Dane County is at a 93% six-year graduation rate. In addition, we partner with neighborhood, community, and school-based programs to promote academic achievement, family engagement, and social-emotional skill-building success in and out of school, including 100 Black Men of Madison, Big Brothers Big Sisters, Boys and Girls Club, Briarpatch Youth Services, Centro Hispano, City of Middleton Youth Center, Dear Diary, Families and Schools Together (FAST, Goodman Community Center, Literacy Network, Lussier Community Education Center, Mount Zion Baptist Church, Operation Fresh Start, Simpson Street Free Press, The Hmong Institute Inc., Urban League of Greater Madison and Vera Court Neighborhood Center. 3728300 3616565 0 Income Housing Goal: "There is a decrease in family homelessness." Our goals here are 1) # of who maintain housing/avoid evictions, 2) # who move into stable housing 3) # who increased their income, and 4) # who receive quality case management Results for 2022 were - 1,720 families maintained their housing and avoided evictions. 1065 families moved into stable housing. 39 families increased their income and 460 families worked with Case Managers on their housing goals. Building Economic Stability Goal : "Move more people on pathways out of poverty." We have two initiatives in this area" (1) the HIRE Initiative and (2) the Journey Home Initiative. The HIRE initiative is designed to place people experiencing poverty into family-sustaining wage jobs by helping them complete a high school diploma (if needed), and/or improving their employment and life skills, and secure new or improved employment. In 2022, with 334 were hired into a job getting a job earning $15 an hour or more. The HIRE partners prepared 245 individuals achieved a knowledge goal towards earning a diploma. 169 completed the preparation to receive their high school diploma or equivalent with 32 actually earning their High School Diploma/GED/505 or 509 diploma. The Journey Home initiative links ex-offenders who are returning to the community to four research-based strategies: Residency, Employment, Support, Education, and Treatment (RESET) so they can successfully reintegrate back into the community. 200 out of 217 people who received services following their release from incarceration did not return to prison within two years. Since the Journey Home program was launched to serve all returning prisoners to Dane County, the return-to prison rate for Dane County has decreased from 66% (in 2006) to 39% (in 2019). Partners in our Income Initiatives include: Catholic Charities-Diocese of Madison, Centro Hispano, Community Action Coalition for South Central Wisconsin, Cultural Practices That Are Relevant Professional Development Organization, Habitat for Humanity of Dane County, JustDane, Latino Academy of Workforce Development, Literacy Network, Way Forward, Porchlight, Sankofa Behavioral & Community Health, Second Harvest Foodbank of Southern Wisconsin, Stoughton Area Resource Team, Sun Prairie Emergency Food Pantry, The Road Home Dane County, The Salvation Army of Dane County, Urban League of Greater Madison and YWCA Madison The United Way Affordable Housing Fund Committee recommended the Fund's fifth and sixth loans to create more affordable units in Dane County. These loans of $275,000 will add 120 low cost housing units in Dane County. 2429553 0 0 Corporate & Community Engagement: United Way engages our community, mobilizes volunteers and strengthens local nonprofits to inspire Dane County residents to give, advocate and volunteer. We do this by mobilizing the caring power of our community to create lasting change for multiple generations as The Power of Many. Working for All. United Way understands the importance of engagement across the community. We develop meaningful volunteer opportunities to connect and inspire through year-round engagements and communication. In 2022, 20,000 visitors searched VolunteerYourTime.org to get connected with volunteer opportunities in Dane County that matched their interest, skills and time availability. Over 140,000 ImPack Kits (kits providing essentials to individuals and families in Dane County) were created during corporate and community volunteering opportunities - leading to $198,000 in economic impact. We work to build agency effectiveness and capacity by providing training and developmental opportunities to business volunteer programs, volunteer managers, nonprofit boards and executive directors to help strengthen the leadership, governance and volunteer engagement within our partner agencies. Our work in Community Engagement identifies and trains lived-experience experts who will take on leadership roles in community-change initiatives. Additionally, our trust-building work of the Law Enforcement and Leaders of Color Collaboration strengthens lines of communication between law enforcement and communities of color to drive overall collective impact. 211: In 2022, United Way of Dane County 211 provided 41,176 referrals for service to people in our seven-county area of responsibility. Our 211 Community Information and Referrals Specialists spent over 170,500+ minutes talking with persons in need, guiding them toward solutions and better outcomes. The top five issues addressed in 2022 were Housing, Food, Health Care, Mental Health and Substance Use and Utility Assistance. Additionally, over 4,000 people accessed 211 resources through web page visits, and staff responded to 433 texts and emails requesting assistance. 211 is available 24 hours a day, 7 days a week to respond to the needs of our communities. Anonymous and non-judgmental assistance is the hallmark of 211, which has helped hundreds of thousands of our friends and neighbors in times of need. 1722332 0 0 Early Childhood and Family Well Being Goal: "Children are cared for and have fun as they become prepared for school." We use home visiting to help us achieve this goal that 4-year old's are at age-expected development and ready to begin school. Home Visiting is in-home parent education and support to low-income parents of young children facing multiple risk factors to help them nurture their children. Our home visiting programs include the Parent-Child Home Program, Welcome Baby and Beyong and Kinder Ready. In 2022, on average 84% of the children enrolled were reaching developmental milestones on track. Our lead partners on these three Born Learning initiatives included RISE and Children's Hospital - Community Services Division. Goal: Build family well-being by intentionally and simultaneously working with children under five and the adults in their lives together. Research and community input consistently show that coordinated, holistic programs and policies that helpmeet children's and caregivers' goals simultaneously lead to increased family stability and mobility from poverty - leading to greater success across generations. One of the primary ways we provide geographically centered supports is through our work in the Early Childhood Zones (ECZ). This collaboration of local foundations, nine non-profit organizations, the City of Madison, and Dane County has enabled us to reach families in the northside (NECZ) and in Sun Prairie and Leopold. The primary work of these zones is to provide families with home visiting services that help equip parents to be their child's first teacher through literacy and play. The zone also offers wrap around services for families in need of housing case management, rental assistance, job and employment support, and mental health support.. Of the families served through the NECZ, 79% reported improved parent child interaction or increased knowledge about parenting; 81% of families engaged in housing supports moved to safe, adequate housing or maintained stable housing/avoided eviction; 62% of families engaged in employment an education services obtained or maintained employment; 30% of those engaged in employment training services completed the program. 4151885 0 0 18660159 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 28 1 1 126 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 37 37 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 WI X X X Nicholas Wood United Way of Dane County Inc 6082464397 2059 Atwood Ave Madison WI 53704 Renee Moe President/CEO 41 4 X 225251 0 44295 Nicholas Wood CFO/Vice President Administration 41 4 X 119519 0 33240 Karen Burch Vice President of Community Engagement/Marketing 40 0 X 114222 0 31718 Jeffrey McGinn Vice President Resource Development 40 0 X 116286 0 29517 William Westrate Board Chair 1 1 X X 0 0 0 Jay Sekelsky Board Vice Chair 1 0 X X 0 0 0 Mark Koehl Board Treasurer 1 0 X X 0 0 0 Dr Gloria Ladson-Billings Board Secretary 1 0 X X 0 0 0 Chief Shon Barnes Board Member 1 0 X 0 0 0 Dave Beck-Engel Board Member 1 0 X 0 0 0 Jacquelyn Boggess Board Member 1 0 X 0 0 0 Dave Branson Board Member 1 0 X 0 0 0 Bryan Chan Board Member 1 0 X 0 0 0 Bea Christensen Board Member 1 0 X 0 0 0 Lau Christensen Board Member 1 0 X 0 0 0 Christine Dahlhauser Board Member 1 0 X 0 0 0 Robert Durian Board Member 1 0 X 0 0 0 Dave Florin Board Member 1 0 X 0 0 0 Dan Frazier Board Member 1 0 X 0 0 0 Roberta Gassman Board Member 1 0 X 0 0 0 Lynn Green Board Member 1 0 X 0 0 0 Fabiola Hamdan Board Member 1 0 X 0 0 0 Dr Carlton Jenkins Board Member 1 0 X 0 0 0 Jeff Keebler Board Member 1 0 X 0 0 0 Paul Kundert Board Member 1 0 X 0 0 0 Sonia Kurhajetz Board Member 1 0 X 0 0 0 Michelle Michalak Board Member 1 0 X 0 0 0 Everett Mitchell Board Member 1 0 X 0 0 0 Ramona Natera Board Member 1 0 X 0 0 0 Rachel Neill Board Member 1 0 X 0 0 0 Josie Ronk Board Member 1 0 X 0 0 0 Tim Ryan Board Member 1 0 X 0 0 0 Ananth Seshedri Board Member 1 0 X 0 0 0 Martha Stacker Board Member 1 0 X 0 0 0 Gisele Sutherland Board Member 1 0 X 0 0 0 Dave Sweitzer Board Member 1 0 X 0 0 0 Dulce Danel Uribe Board Member 1 0 X 0 0 0 Jesi Wang Board Member 1 0 X 0 0 0 Jim Wheeler Board Member 1 0 X 0 0 0 Lucius Woodson Board Member 1 0 X 0 0 0 Jane F Zimmerman Board Member 1 0 X 0 0 0 575278 0 138770 4 0 1 0 0 357985 0 322652 692104 726682 19793278 609475 21892701 0 0 0 0 0 95765 0 0 95765 0 0 0 0 0 0 0 0 64820 0 95804 0 -30984 0 -30984 0 0 -30984 649048 0 656498 0 -7450 0 -7450 0 0 -7450 124203 322652 179634 -55431 0 -55431 8323 1679 6644 0 0 6644 0 0 0 0 0 0 16533 0 0 16533 16533 21917778 0 0 25077 14278819 14278819 269545 151907 43952 73686 4059752 2252650 673275 1133827 267515 149694 47277 70544 600829 320346 112228 168255 336370 186906 55979 93485 0 0 0 0 0 0 0 0 40085 0 40085 0 0 0 0 0 0 0 0 0 0 0 572204 507589 11525 53090 166788 50987 12109 103692 126999 125160 448 1391 28833 19670 4333 4830 0 0 0 0 195888 72616 48671 74601 46677 18840 7383 20454 0 0 0 0 90555 32167 30049 28339 0 0 0 0 294923 149249 55221 90453 152212 62700 21409 68103 16016 8469 2848 4699 Membership Dues 31480 16186 5857 9437 Data Processing 422147 228124 69443 124580 Postage and Shipping 9197 1119 5605 2473 Lease Expense 27373 14347 5039 7987 77082 12614 28428 36040 22111289 18660159 1281164 2169966 250 250 12260153 12326713 9163879 6752015 312090 588750 0 0 0 0 0 0 0 0 229114 264852 5913677 3651492 2247778 2262185 202183 190991 1039758 903604 12106 34288 25467311 23323648 558331 512560 4736160 5021955 0 0 0 0 0 0 0 0 0 0 0 0 244808 160493 5539299 5695008 X 7322268 6799171 12605744 10829469 19928012 17628640 25467311 23323648 X -193511 -248689 0 0 0 -1857172 X 0 1 X 1 0 X 22199111 21852761 25440204 22522545 21892701 113907322 0 0 0 0 0 0 0 0 0 0 22199111 21852761 25440204 22522545 21892701 113907322 7585344 106321978 136259 172312 159631 154322 160585 783109 0 0 0 0 0 72722 73189 16639 18098 16533 197181 114887612 0 0.92544 0.9241 X Schedule A, Part II, Line 10 Other income primarily consists of fiscal agent fees charged for processing and managing combined public sector campaigns. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 23054644 2128414 -2719429 0 637449 0 21826180 12947985 8131317 2485243 0 509901 0 23054644 10110439 1717330 1565034 0 444818 0 12947985 8665297 80481 1732833 0 368172 0 10110439 9401817 312727 -650828 0 398419 0 8665297 0.9619 0 0.0381 0 1 1 0 127593 127593 0 3974229 2100684 1873545 0 9645 9645 0 0 1193569 1099175 94394 0 608641 441988 166653 2262185 0 Deferred Compensation 160493 160493 X Schedule D, Part V, Line 4 The endowment funds consist of multiple individual funds established to support the mission of United Way through education, financial stability and health programs for children, youth, families, adults and older adults. Schedule D, Part X, Line 1 The corporation has a 457b deferred compensation agreement with its former President/CEO. The deferred compensation liability was $160,493 at December 31, 2022. The full value of the fund will be paid to the former president either as a lump sum or in a stated number of equal installments no earlier than termination of employment or in an unforeseeable emergency, but no later than reaching seventy and one half years of age. Schedule D, Part X, Line 2 The Corporation is exempt from federal income tax under Section 501(c)(3) of the Internal Revenue Code. The Corporation is also exempt from state income and franchise taxes. The Corporation files a Form 990 (Return of Organization Exempt from Income Tax) annually. When this return is filed it is highly certain that some positions taken would be sustained upon examination by the taxing authorities, while others are subject to uncertainty about the merits of the position taken or the amount of the position that would ultimately be sustained. Examples of tax positions include such matters as the following: the tax exempt status of the Corporation and various positions relative to potential sources of unrelated business taxable income (UBIT). UBIT is reported on 990T, as appropriate. The benefit of a tax position is recognized in the financial statements in the period during which, based on all available evidence, management believes that it is more likely than not that the position will be sustained upon examination, including the resolution of appeals or litigation processes, if any. Loaned Executives 367832 322652 45180 0 0 0 3779 0 88220 Campaign Celebration 31725 0 31725 0 1768 10000 14207 0 14016 4 47298 0 47298 0 632 6270 25230 0 15512 446855 322652 124203 0 2400 16270 43216 0 117748 179634 -55431 1 100 Black Men of Madison PO Box 787 Madison WI 53701 391803848 501c3 19633 Program Operating Cost/Donor Designation for General Support Access Community Health Centers 3434 E Washington Ave Madison WI 53704 391391134 501c3 192146 Program Operating Cost/Donor Designation for General Support Access to Community Services ATTN M Mortell Special Olympics WI 2310 Crossroads Dr Suite 1000 Madison WI 53718 391485069 501c3 30086 Donor Designation for General Support Agrace HospiceCare 5395 E Cheryl Pkwy Fitchburg WI 53711 391319537 501c3 67334 Donor Designation for General Support American Family Children's Hospital c/o UW Foundation 1675 Highland Ave Madison WI 53792 391835630 501c3 5766 Donor Designation for General Support American Heart Association 2850 Dairy Dr Ste 300 Madison WI 53718 135613797 501c3 189072 Donor Designation for General Support American Red Cross Badger Chapter PO Box 5905 Madison WI 53705 390806193 501c3 29268 Donor Designation for General Support America's Best Charities 1100 Larkspur Landing Circle Suite 340 Larkspur CA 94939 943067804 501c3 82503 Donor Designation for General Support America's Charities 14150 Newbrook Drive Suite 110 Chantilly VA 20151 541517707 501c3 44754 Donor Designation for General Support ARC Community Services 2001 W Beltline Hwy Ste 102 Madison WI 53713 510163796 501c3 30560 Program Operating Cost/Donor Designation for General Support Babson College 231 Forest St Babson Park MA 02457 042103544 501c3 7525 Donor Designation for General Support Badger Prairie Needs Network 1200 E Verona Ave Verona WI 53593 451159288 501c3 23456 Donor Designation for General Support Big Brothers Big Sisters of Dane County 2059 Atwood Ave Madison WI 53704 391077783 501c3 163645 Program Operating Cost/Donor Designation for General Support Boy Scouts of America PO Box 14135 Madison WI 53708 391417416 501c3 8236 Donor Designation for General Support Boys & Girls Club of the Colorado River 2250 Highland Rd Bullhead City AZ 86442 860573993 501c3 19350 Program Operating Cost/Donor Designation for General Support Boys & Girls Clubs of Boston 200 High St Suite 3B Boston MA 02110 042103922 501c3 7740 Program Operating Cost/Donor Designation for General Support Boys & Girls Club of Dane County 2001 Taft St Madison WI 53713 391925617 501c3 127242 Program Operating Cost/Donor Designation for General Support Briarpatch Youth Services Inc 1955 Atwood Avenue Madison WI 53704 391391737 501c3 89391 Program Operating Cost/Donor Designation for General Support Brigham & Women's Hospital Inc 116 Huntington Ave 3rd Floor Boston MA 02116 042312909 501c3 9675 Donor Designation for General Support Brown County United Way 112 N Adams St Ste 201 Green Bay WI 54301 390806299 501c3 21233 Donor Designation for General Support Care Net Pregnancy Center of Dane County 1350 MacArthur Rd Madison WI 53714 391472091 501c3 6773 Donor Designation for General Support Catholic Charities Diocese of Madison PO Box 46550 Madison WI 53744 390807067 501c3 272733 Program Operating Cost/Donor Designation for General Support Catholic Multicultural Center Diocese of Madison 1862 Beld St Madison WI 53713 390824008 501c3 7795 Program Operating Cost/Donor Designation for General Support Cedar Valley Friends of the Family PO Box 784 Waverly IA 50677 421390144 501c3 5158 Donor Designation for General Support Center for Community Stewardship 116 N Few St Ste 3 Madison WI 53703 680501459 501c3 37091 Program Operating Cost/Donor Designation for General Support Centro Hispano of Dane County 810 W Badger Rd Madison WI 53713 930844812 501c3 449208 Program Operating Cost/Donor Designation for General Support CHC Creating Healthier Communities PO Box 715153 Philadelphia PA 191715153 391261126 501c3 771526 Donor Designation for General Support Children's Service Society of Wisconsin 1716 Fordem Ave Madison WI 53704 390806380 501c3 180762 Program Operating Cost/Donor Designation for General Support City of Stoughton Food Pantry 207 S Forrest St Stoughton WI 53589 396005622 8782 Donor Designation for General Support Clean Lakes Alliance 150 E Gilman St Ste 2600 Madison WI 53703 273917243 501c3 24864 Donor Designation for General Support Community Action Coalition for South Central WI 1717 N Stoughton Rd Madison WI 53704 391053827 501c3 275193 Program Operating Cost/Donor Designation for General Support Community Coordinated Child Care (4C) in Dane Co PO Box 45320 Madison WI 53744 391165742 501c3 80914 Program Operating Cost/Donor Designation for General Support Community Shares of Wisconsin 612 W Main St Ste 200 Madison WI 53703 391172378 501c3 315970 Donor Designation for General Support Cottage Grove Food Pantry c/o Bryn Mawr Presbyterian Church 229 N Main St Cottage Grove WI 53527 391137661 501c3 9000 Donor Designation for General Support Cross Lutheran Church 5062 Texas Longhorn Dr Westport WI 53597 832886340 501c3 11610 Donor Designation for General Support Dane County Human Services 1202 Northport Dr Madison WI 53704 396005684 501c3 51834 Program Operating Cost Dane County Humane Society 5132 Voges Rd Madison WI 53718 390806335 501c3 115740 Donor Designation for General Support DeForest Area Community and Senior Center 505 N Main St DeForest WI 53532 391371808 501c3 6981 Donor Designation for General Support Domestic Abuse Intervention Services PO Box 1761 Madison WI 53701 391268238 501c3 19555 Donor Designation for General Support EarthShare PO Box 424011 Washington DC 20042 521601960 501c3 124267 Donor Designation for General Support East Madison Community Center 8 Straubel Ct Madison WI 53704 391941839 501c3 86103 Program Operating Cost/Donor Designation for General Support Edgewood Campus School 829 Edgewood Dr Madison WI 53711 452784377 501c3 8852 Donor Designation for General Support Edgewood High School 2219 Monroe St Madison WI 53711 391299613 501c3 10443 Donor Designation for General Support Energy Services Inc 1225 S Park St Madison WI 53715 391443614 501c3 37685 Donor Designation for General Support Families & Schools Together 2801 International Ln Ste 212 Madison WI 53704 391895298 501c3 15387 Program Operating Cost/Donor Designation for General Support Foundation for Black Women's Wellness 6601 Grand Teton Plaza Suite A2 Madison WI 53719 460832901 501c3 131538 Program Operating Cost Foundation for Madison Public Schools 2005 W Beltline Hwy Suite 203 Madison WI 53713 392043104 501c3 6430 Donor Designation for General Support Friends of MSCR 3802 Regent St Madison WI 53705 392034615 501c3 9275 Program Operating Cost/Donor Designation for General Support Friends of the Waisman Center Inc 1500 Highland Ave Suite 553 Madison WI 53705 391272090 501c3 5006 Donor Designation for General Support Gay Straight Alliance for Safe Schools 122 E Olin Ave Suite 100 Madison WI 53713 204088208 501c3 12031 Donor Designation for General Support Gilda's Club of Madison 7907 UW Health Court Middleton WI 53562 061662883 501c3 37107 Donor Designation for General Support Girl Scouts of Badgerland Council 2710 Ski Ln Madison WI 53713 390806331 501c3 6125 Donor Designation for General Support Global Impact PO Box 409616 Atlanta GA 30384 521273585 501c3 68211 Donor Designation for General Support Goodman Community Center 149 Waubesa St Madison WI 53704 391919172 501c3 205438 Program Operating Cost/Donor Designation for General Support Goodwill Industries of South Central Wisconsin 1302 Mendota St Madison WI 53714 391147571 501c3 5526 Donor Designation for General Support Grace Episcopal Church 116 W Washington Ave Madison WI 53703 391823207 501c3 8000 Donor Designation for General Support Great Rivers United Way 1855 E Main St Onalaska WI 54650 390848188 501c3 7468 Donor Designation for General Support Greater Twin Cities United Way 404 S 8th St Minneapolis MN 55404 411973442 501c3 7405 Donor Designation for General Support Habitat for Humanity of Dane County PO Box 258128 Madison WI 53725 391592769 501c3 86644 Program Operating Cost/Donor Designation for General Support Hunger Relief Fund Wisconsin 201 S Hawley Ct Milwaukee WI 53214 391345847 501c3 94572 Donor Designation for General Support Jewish Social Services of Madison 6434 Enterprise Ln Madison WI 53719 391300430 501c3 16356 Program Operating Cost/Donor Designation for General Support Journey Mental Health Center 625 W Washington Ave Madison WI 53703 390806445 501c3 141943 Program Operating Cost/Donor Designation for General Support JustDane 2115 S Park St Madison WI 53713 237298482 501c3 340744 Program Operating Cost/Donor Designation for General Support Latino Academy of Workforce Development 1917 Lake Point Dr Madison WI 53713 872679293 501c3 92532 Program Operating Cost Literacy Network 1118 S Park St Madison WI 53715 510180488 501c3 208697 Program Operating Cost/Donor Designation for General Support LUCES-Latinos United for College Education Scholarships PO Box 14402 Madison WI 53708 452699928 501c3 5262 Program Operating Cost/Donor Designation for General Support Luke House 310 S Ingersoll St Madison WI 53703 391504050 501c3 5224 Donor Designation for General Support Lussier Community Education Center 55 S Gammon Rd Madison WI 53717 391938173 501c3 46174 Program Operating Cost/Donor Designation for General Support Lutheran Social Services of WI & Upper Michigan 6314 Odana Rd Madison WI 53719 390816846 501c3 7494 Donor Designation for General Support Madison Audubon Society Inc 211 S Paterson St Suite 340 Madison WI 53703 391393389 501c3 10043 Program Operating Cost Madison Children's Museum 100 N Hamilton St Madison WI 53703 391383497 501c3 14227 Program Operating Cost/Donor Designation for General Support Madison College Foundation Inc 1701 Wright St Madison WI 53704 237265867 501c3 29989 Donor Designation for General Support Madison Metropolitan School District 545 W Dayton St Madison WI 53703 396003202 170c 152058 Program Operating Cost Marine Toys for Tots co US Marine Corps Reserve center 2001 Manufacturers Dr Madison WI 53704 203021444 501c3 9000 Donor Designation for General Support Maydm Inc 203 S Paterson St Suite 400 Madison WI 53703 810991008 501c3 15323 Donor Designation for General Support MBA Open Doors Foundation 1919 M St Washington DC 20036 320355086 501c3 5590 Donor Designation for General Support McFarland Community Food Pantry PO Box 101 McFarland WI 53558 364613663 501c3 9000 Donor Designation for General Support McFarland Youth Center 5114 Farwell St McFarland WI 53558 611500763 501c3 5164 Donor Designation for General Support Middleton Outreach Ministry 7432 Hubbard Ave Middleton WI 53562 391484945 501c3 171056 Program Operating Cost/Donor Designation for General Support Middleton Youth Center c o City of Middleton 7426 Hubbard Ave Middleton WI 53562 396006320 12500 Program Operating Cost Minnesota Regional Service Committee of Narcotics Anonymous 6066 Shingle Creek Pkwy 113 Brooklyn Center MN 55430 800528979 501c3 5590 Donor Designation for General Support Movin' Out 902 Royster Oaks Dr Suite 105 Madison WI 53714 191833482 501c3 5095 Donor Designation for General Support Mt Zion Baptist Church 2019 Fisher St Madison WI 53713 391562299 7500 Program Operating Cost NAMI Dane County 818 W Badger Rd Suite 104 Madison WI 53713 391270706 501c3 34262 Program Operating Cost/Donor Designation for General Support Nehemiah Community Development Corp PO Box 9861 Madison WI 53715 391736091 501c3 34066 Donor Designation for General Support NewBridge Madison 128 E Olin Ave Madison WI 53713 391211331 501c3 56742 Program Operating Cost/Donor Designation for General Support One City Early Learning Centers 2012 Fisher St Madison WI 53713 471490574 501c3 7208 Donor Designation for General Support Operation Fresh Start 1925 Winnebago St Madison WI 53704 237108090 501c3 68598 Program Operating Cost/Donor Designation for General Support Oregon Food Pantry PO Box 92 Oregon WI 53575 814012258 501c3 10057 Donor Designation for General Support Porchlight 306 N Brooks St Madison WI 53715 391579521 501c3 165706 Program Operating Cost/Donor Designation for General Support Potosi Foundation-Potosi Brewing Co 209 S Main St Potosi WI 53820 392000608 501c3 21500 Donor Designation for General Support Rainbow Project 831 E Washington Ave Madison WI 53703 391422626 501c3 211881 Program Operating Cost/Donor Designation for General Support Reach Dane 2096 Red Arrow Trl Madison WI 53711 391418945 501c3 39020 Program Operating Cost/Donor Designation for General Support RISE Wisconsin 2120 Fordem Ave Madison WI 53704 912064768 501c3 1222796 Program Operating Cost/Donor Designation for General Support Ronald McDonald House 2716 Marshall Ct Madison WI 53705 391655790 501c3 14394 Donor Designation for General Support Safe Communities of Madison and Dane County PO Box 6652 Madison WI 53716 392010839 501c3 10614 Program Operating Cost/Donor Designation for General Support Sankofa Behavioral & Community Health 1955 W Broadway Suite 105 Monona WI 53713 800906744 501c3 75086 Program Operating Cost Sankofa Educational Leadership United SELU 1026 W Main St Sun Prairie WI 53590 824737988 501c3 106729 Program Operating Cost Sauk-Prairie United Way PO Box 122 Prairie Du Sac WI 53578 391318028 501c3 7419 Donor Designation for General Support Second Harvest Foodbank of Southern WI 2802 Dairy Drive Madison WI 53718 391490691 501c3 275230 Program Operating Cost/Donor Designation for General Support SecureFutures 710 Plankinton Ave Suite 1400 Milwaukee WI 53203 205203533 501c3 10100 Donor Designation for General Support Simpson Street Free Press PO Box 6307 Monona WI 53716 391882258 501c3 43724 Program Operating Cost/Donor Designation for General Support Society of St Vincent de Paul 1109 Jonathon Dr Madison WI 53713 390824876 501c3 27865 Donor Designation for General Support SSM Health At Home 4639 Hammersley Road Madison WI 53711 391539827 501c3 5958 Program Operating Cost/Donor Designation for General Support Stoughton Area Resource Team 248 W Main St Stoughton WI 53589 412076251 501c3 104340 Program Operating Cost/Donor Designation for General Support Sun Prairie Emergency Food Pantry PO Box 611 Sun Prairie WI 53590 391774841 501c3 12972 Donor Designation for General Support Sunshine Place 18 Rickel Rd Sun Prairie WI 53590 205398498 501c3 62847 Program Operating Cost/Donor Designation for General Support Sustain Dane PO Box 144 Madison WI 53701 431953180 501c3 10000 Donor Designation for General Support The Aly Wolff Foundatio 2022 Uphoff Rd Cottage Grove WI 53527 464707392 501c3 9030 Donor Designation for General Support The First Tee of South Central WI 5511 Odana Rd Madison WI 53719 205779146 501c3 10613 Donor Designation for General Support The Hmong Institute 5310 Arapahoe Ln Madison WI 53704 824232925 501c3 145943 Program Operating Cost The Playing Field 3910 Mineral Point Rd Madison WI 53705 474112110 501c3 201119 Program Operating Cost The River Food Pantry 2201 Darwin Rd Madison WI 53704 204179749 501c3 59740 Donor Designation for General Support The Road Home 128 E Olin Ave Ste 202 Madison WI 53713 311618925 501c3 462277 Program Operating Cost/Donor Designation for General Support The Salvation Army of Dane County 630 E Washington Ave Madison WI 53703 362167910 501c3 233456 Program Operating Cost/Donor Designation for General Support Three Gaits PO Box 153 Oregon WI 53575 391472538 501c3 42937 Donor Designation for General Support Triangle Community Ministry 755 Braxton Place Apt B109 Madison WI 53715 391425047 501c3 20926 Program Operating Cost/Donor Designation for General Support United Community Fund - Columbus WI PO Box 343 Columbus WI 53925 396050167 501c3 10750 Donor Designation for General Support United for Ukraine Fund c/o United Way Worldwide 701 N Fairfax St Alexandria VA 22314 131635294 501c3 5840 Donor Designation for General Support United Way Bay Area 550 Kearny St Suite 1000 San Francisco CA 94108 941312348 501c3 9281 Donor Designation for General Support United Way of Blackhawk Region 205 N Main St Ste 101 Janesville WI 53545 396006734 501c3 6400 Donor Designation for General Support United Way of Central and Northeastern Connecticut 30 Laurel St Hartford CT 06106 060646653 501c3 5736 Donor Designation for General Support United Way of Dane County Foundation 2059 Atwood Ave Madison WI 53704 391763471 501c3 420675 Donor Designation for General Support United Way of Greater Lorain County 642 Broadway Ave Lorain OH 44052 341011104 501c3 21595 Donor Designation for General Support United Way of Greater Milwaukee & Waukesha County 225 W Vine St Milwaukee WI 53212 390806190 501c3 12214 Donor Designation for General Support United Way of Green County Inc PO Box 511 Monroe WI 53566 396060531 501c3 5874 Donor Designation for General Support United Way of Jefferson & North Walworth Counties 734 Madison Ave Fort Atkinson WI 53538 396046361 501c3 5280 Donor Designation for General Support United Way of Metropolitan Chicago 333 S Wabash Ave 30th Floor Chicago IL 60604 300200478 501c3 6244 Donor Designation for General Support United Way of San Diego County 4699 Murphy Canyon Rd San Diego CA 92123 952213995 501c3 54401 Donor Designation for General Support United Way of the Black Hills 621 Sixth St Suite 100 Rapid City SD 57701 460259754 501c3 21540 Donor Designation for General Support United Way of the Midlands 1818 Blanding St Columbia SC 29201 570314396 501c3 5530 Donor Designation for General Support University of Wisconsin Foundation 1848 University Ave Madison WI 53726 390743975 501c3 35467 Donor Designation for General Support University of Wisconsin Platteville Foundation One University Plaza Plateville WI 53818 396051705 501c3 8385 Donor Designation for General Support Urban League of Greater Madison 2222 S Park St Ste 200 Madison WI 53713 391098146 501c3 397763 Program Operating Cost/Donor Designation for General Support Urban Triage 3834 Whitman Ln Ste 308 Madison WI 53704 843297905 501c3 107889 Program Operating Cost Vera Court Neighborhood Center 614 Vera Ct Madison WI 53704 391945609 501c3 78824 Program Operating Cost/Donor Designation for General Support Vivent Health (fka AIDS Resource Center of Wisconsin Inc) 600 Williamson St Ste H Madison WI 53703 391534049 501c3 14957 Program Operating Cost/Donor Designation for General Support Waverly-Shell Rock Area United Way Inc PO Box 271 Waverly IA 50677 421098807 501c3 21266 Donor Designation for General Support West Point Association of Graduates 698 Mills Rd West Point NY 10996 141260763 501c3 6708 Donor Designation for General Support Wisconsin Academy for Graduate Service Dogs 1338 Dewey Ct Madison WI 53703 391626569 501c3 12872 Donor Designation for General Support Wisconsin Association for Environmental Education PO Box 418 Stevens Point WI 54481 202042476 501c3 27250 Donor Designation for General Support YMCA of Dane County 8001 Excelsior Dr Ste 200 Madison WI 53717 390806253 501c3 12111 Program Operating Cost/Donor Designation for General Support YWCA of Madison 101 E Mifflin Street Madison WI 53703 390806303 501c3 811310 Program Operating Cost/Donor Designation for General Support 141 2 Schedule I, Part I, Line 2 United Way of Dane County, Inc. has a formal and multi-level process of grant monitoring. United Way of Dane County, Inc. requires funded programs to submit reports twice annually. United Way of Dane County, Inc. staff works with teams of community leaders (more than 150 people, organized by expertise and area of focus) to monitor these reports. These teams set and monitor program outcomes and budget for each grant as well as overall agency financial stability, governance and executive leadership. Larger grants receive more regular monitoring, including site visits. X X X X X 0 0 0 0 0 0 0 0 0 Renee Moe President/CEO 224621 0 0 0 630 0 20004 0 24291 0 269546 0 0 0 Nicholas Wood CFO/Vice President Administration 119302 0 0 0 217 0 10198 0 23041 0 152758 0 0 0 X 55 609475 market value at the time of donation 0 0 1 0 Schedule M, Part I The number in column (b) line 9 reflects contributions. Form 990, Part VI, Section A, Line 6 The members of the corporation shall be divided into two classes: Director Members and General Members. Only individuals are eligible to be members. Each member shall be a resident of or be employed in Dane County, Wisconsin. Director Members shall consist of those persons who are serving (from time to time) as members of the Board of Directors of the corporation. The number and identity of the Director Members shall at all times be the same as the number and identity of the persons serving as Directors of the corporation. Upon any change in the number or identity of the Directors of the Corporation for any reason, the number and identity of the Director Members shall be changed accordingly without the requirement of any action by the members or by the Board of Directors. General Members shall be divided into two categories; agency members and public members. Agency members shall consist of the principal staff officer (usually the Executive Director) and the principal volunteer officer (usually the Chair of the Board) of each partner United Way agency, who are present in person at a meeting of members. For this purpose, a partner United Way agency shall be as defined in the corporation's policies from time to time. Agency members shall include only those persons serving in the above positions for their respective agency at the time of the meeting of members. If an agency member cannot attend a meeting, the partner United Way agency cannot send a substitute in his or her place. Public Members. Public members shall consist of any other persons who are invited by the Board of Directors to attend the annual or any special meeting of the members and who are present in person at a meeting of members. The Board of Directors shall have the complete discretion to decide the number and identity of the persons, if any, to invite to attend a special meeting of the members, provided, however, that the general public shall be invited to attend the annual meeting of the member through public notice of the meeting. Form 990, Part VI, Section A, Line 7a Nomination and Election of Directors. Replacements for Directors whose terms are expiring, Special Appointments, and any new Directors to be added to the Board of Directors shall be elected by the members at the annual meeting of the members. The candidates for election shall consist of a slate of nominees recommended by the Nominating and Governance committee, and those persons, if any, nominated by the members from the floor. At the annual meeting of members, nominations of candidates for election to the Board of Directors may be made from the floor by any member who is present at the meeting, provided that each individual so nominated (1) meets, to the reasonable satisfaction of the Chair, the requirements of these Bylaws, and (2) has submitted a written consent to his or her nomination to the President of the corporation at least forty-eight (48) hours before the opening of the annual meeting of members. The Chair of the meeting may request that the members vote upon a single slate of all nominees, subject however to the right of the members to require, by a duly adopted resolution, that each nominee be voted upon separately. If in an election of Directors the number of nominees for election exceeds the number of vacancies on the Board of Directors to be filled by the election, then the nominees who receive the highest number of votes shall be elected. Form 990, Part VI, Section A, Line 7b Voting by Members. Each member shall have one vote upon each matter submitted to a vote at any annual or special meeting of the members. Any individual who is both a Director Member and a General Member shall have only one vote. Unless expressly stated otherwise in these Bylaws, Director Members and General Members shall vote together as one class, on each matter submitted to a vote. Voting by Proxy shall not be permitted. Form 990, Part VI, Section B, Line 11b Prior to filing, the Form 990 is made available to the Board of Directors, Finance and Audit Committee and independent audit firm for review electronically. Form 990, Part VI, Section B, Line 12c The conflict of interest policy is discussed and reviewed annually with the Board of Directors, other volunteers and staff. Each group is asked to complete a questionnaire that includes disclosing relationships that could be considered a conflict of interest. Form 990, Part VI, Section B, Line 15 Biannually a compensation study is completed by an independent consultant. The results of the study are shared with the Board Chair, Personnel Committee Chair and Executive Committee. The Board Chair and Executive Committee annually conduct a performance review of the President and approve the salary for the year. The President conducts a performance review of the other officers an key employees and recommends a salary for the year which is approved by the Executive Committee. Form 990, Part VI, Section C, Line 19 United Way of Dane County, Inc makes information available through printed materials - annual reports, newsletters, etc., and websites - unitedwaydanecounty.org, Guidestar by Candid and Charity Navigator. Form 990, Part XI, Line 9 Change in Benficial Interest in Assets Held by Others: -$136,154; Gain on Donor Designations: $55,255; Change in Temporarily Restricted Assets: -$1,776,273 United Way of Dane County Foundation 2059 Atwood Ave Madison WI 53704 391763471 Fundraising WI 501(c)(3) 12a United Way of Dane County Inc 1 0 1 1 0 0 0 0 0 0 0 0 1 0 1 1 0 1 1 0 United Way of Dane County Foundation b 616464 Cash value United Way of Dane County Foundation c 836157 Cash value Schedule R, Part V, Line 1c The total contribution from the related organization was $836,157. Of that contribution, $144,053 is the transfer of earnings from individual board designated funds to fulfill campaign pledges. The remaining $692,104 is the contribution from the related organiztion for the year recorded in part VIII of the Form 990.