2022-11-08T11:55:03-07:00 2021-12-31 420714325 RSM US LLP 8020 Excelsior Drive Ste 100 Madison WI 53717 990 2021-01-01 390817532 UNITED WAY OF DANE COUNTY INC UNIT 6082464350 2059 Atwood Ave Madison WI 53704 Renee Moe President & CEO 6082464350 2022-11-10 1 James Graham P00006111 6088332612 2022-11-04 1 11 1 AAL2 2021 2022-09-23 18:48:47Z Renee Moe 2059 Atwood Ave Madison WI 53704 23739226 0 X UnitedWayDaneCounty.org X 1951 WI United Way of Dane County unites the community to create measurable results and 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. 38 38 136 5000 0 0 25440204 22522545 0 0 94006 90472 -102151 -84076 25432059 22528941 16150592 15011019 0 0 5249396 5428790 0 0 2063924 1642988 2611440 23042976 23051249 2389083 -522308 24916320 25467311 4854874 5539299 20061446 19928012 Unite the community to achieve measurable results and change lives. 0 0 6156634 4701451 0 Health goal: (1) Support behavioral health and health-related strategies that help keep kids in school and physically and emotionally available for learning; (2) Reduce racial health disparities in Dane County; (3) Increase resiliency and trauma supports for BIPOC residents. Behavioral health investments focused on social and emotional skills development and on children, youth and families impacted by trauma - an issue that became more pressing due to the social isolation resulting from the COVID lockdown. In 2021 our signature school-based behavioral health programs, CBITS and FACE-Kids, screened over 3,200 students for symptoms of traumatic stress and delivered remote services that helped over 400 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. United Way of Dane County's HealthConnect premium assistance program managed payments that enable over 653 low-income (with household income of 100-138% of FPL) to be insured by paying their 2021 premiums for plans purchased through the Health Insurance Marketplace. 18% of participants had no previous health coverage, 95% of HealthConnect participants retained health insurance in 2021. 30% of HealthConnect enrollees identified as BIPOC. 5277958 4030459 0 Education: Born Learning goal: "Children are cared for and have fun as they become prepared for school." We have three major Born Learning strategies that are helping us achieve this goal that 4-year old's are at age-expected development and ready to begin school: (1) home visiting, (2) Community-based parent education in small groups and (3) developmental screening. Through home visiting, we served 75 young children, and their families, in 2021. 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 Kinder Ready. In 2021, on average 75% of the children enrolled were reaching developmental milestones on track. Our lead partners on these three Born Learning initiatives included Access Community Health Centers, RISE, Children's Hospital - Community Services Division and Community Coordinated Child Care. 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. Social-emotional learning skill-building prepares students to be confident and ready for the next step. To help all children succeed in school, the tutoring programs mobilized over 1,000 volunteers to tutor over 2,000 students at schools in Madison, Middleton/Cross Plains, Marshall, and Sun Prairie. Our elementary school tutoring program, Schools of Hope, recruited volunteers to tutor students in the Madison and Sun Prairie schools in reading. Urban League of Greater Madison is the lead agency partner on middle school literacy and math tutoring. Our high school tutoring program, Achievement Connections, recruited volunteers to tutor students in the Madison and Middleton schools in Algebra and Geometry. Dane County is at a 92.4% 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, Big Brothers Big Sisters, Boys and Girls Club, By Youth For Youth, Centro Hispano, Goodman Community Center, Literacy Network, Lussier Community Education Center, JustDane, Mount Zion Baptist Church, FAST, Lussier Community Education Center, City of Middleton Youth Center Dear Diary, The Hmong Institute Inc., Vera Court Neighborhood Center, Operation Fresh Start, Briarpatch Youth Services, Inc, Simpson Street Free Press, and the Urban League of Greater Madison. 4116217 3143307 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 2021 were - 1,641 families maintained their housing and avoided evictions. 329 families moved into stable housing. 58 families increased their income and 370 families worked with Case Managers on their housing goals. Partners in this work are: Middleton Outreach Ministry, Stoughton Area Resource Team, The Road Home, Salvation Army, YWCA of Madison, Community Action Coalition for South Central Wisconsin, Habitat for Humanity, Porchlight, The Beacon (part of Catholic Charities) and Second Harvest of Southern Wisconsin. 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 2021, 503 people were hired with 348 getting a job earning $15 an hour or more. The HIRE partners prepared 1,046 individuals achieved a knowledge goal towards earning a diploma. 171 completed the preparation to receive their high school diploma or equivalent with 42 actually earning their High School Diploma/GED/505 or 509 diploma. Our Education Training partners are: Literacy Network and Vera Court. The HIRE Employment training partners taught employability skills, employment training and placement to 1,046 participants in 2021. These Employment Training partners are: Centro Hispano, JustDane, Urban League of Greater Madison, Vera Court and the YWCA. 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. Journey Home provided services for 870 individuals including 114 individuals who received intensive one-to one service. In 2021, Journey Home had four (3.5% of all participants) of the participants returned to prison for any reason. 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). Our lead partner on Journey Home is JustDane. Affordable Housing Fund (AHF) established within the United Way of Dane County Foundation as a sustainable loan fund to increase affordable housing stock in Dane County. In 2021, volunteers approved loans for two projects with Northpointe Development in partnership with Lutheran Social Services: Uno on Mineral Point Road, Madison ($50,000) and Klassik ($175,000) in Verona for a total of 26 affordable units at 30% AMI to be added to local housing inventory. 2311687 1765296 0 Corporate & Community Engagement: United Way understands the importance of engagement across the community. From lifting-up the voices of families with lived experience and coordinating in-person and virtual volunteer activities for the community and corporate partners, to our trust-building work of the Law Enforcement and Leaders of Color Collaboration, our goal is to position United Way as the go to for volunteer engagement needs and mobilize the caring power of Dane County to create lasting partnerships for multiple generations. As we continued to navigate COVID- 19 and its variants in 2021, we mobilized 2,237 volunteers through VolunteerYourTime.org to get connected with a volunteer opportunity in Dane County that matched their interest, skills and time availability. Through year-round volunteer community and corporate engagements, we inspired 742 volunteers to engage in volunteer opportunities - totaling over 810 volunteer hours, creating 15,650 Packs for Impact (kits offering well-being products for individuals and families, ex., Be Well Packs, Healthy Snack Packs, Menstrual Hygiene Packs, Personal Care Packs, Paper Product Packs and Diapers and Wipes Packs), resulting in $60,000 of economic impact in Dane County. In our leadership development role, United Way's Boardwalk Academy is a 9-week personal and professional development series created to support the community leadership desires of adults who have successfully navigated poverty-related, lived experiences - as aligned with United Way's Agenda for Change (Education, Income and Health). This series is designed to develop and strengthen the professional and interpersonal skills for members of our community to serve as active and informed leaders of board of directors, or in other volunteer leadership positions throughout our community. In 2021, in response to the state mandated social distancing guidelines, the Spring and Fall cohorts were offered virtually and six graduates per cohort completed the series - a total of 12 graduates completed the course in 2021. In 2021, United Way of Dane County 211 provided 47,126 referrals for service to people in our seven-county area of responsibility. Our 211 Community Information and Referrals Specialists spent over 217,000 minutes talking with persons in need, guiding them toward solutions and better outcomes. Not surprisingly during the pandemic, the highest number of calls involved issues related to healthcare. The top five issues addressed in 2021 were Healthcare, Housing, Food, Behavioral Health, and Family Support. Additionally, over 4,000 people accessed 211 resources through web page visits, and staff responded to 512 texts and emails requesting assistance. Additionally, in 2021, 211 began working with the Dane County Health Council and the Connect RX program. Connect RX seeks to improve the health and mortality issues associated with black mothers and babies in the greater Dane County area. 211's role is to assist clients who have been evaluated by providers on the Social Determinants of Health in finding the corresponding resources identified as needs. 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. 1794702 1370506 0 The 2Gen portfolio is the newest to United Way's community impact work. We work across all three Agenda for Change areas (education, income, and health) to provide families in Dane County with children under five who are experiencing poverty services and supports that are aimed at helping them experience well-being. Our work's anchoring strategies are: 1)Parents are engaged, informed, and supported in how to be their child's first teacher to help their children be developmentally ready for school; 2) Holistic family supports are focused on 13 specific geographic areas; 3) Children are screened for developmental delays and families are provided appropriate supports for children who show potential delays; 4) A community of practice is created to support practitioners, case managers, and resource centers for those serving families with children under age five; 5) Healthcare professionals are knowledgeable of community supports and can easily link parents to such supports. 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. In 2021 the NECZ served 105 families. Seventy eight percent of families engaged in home visiting had very good or excellent caregiver-child interactions; 71% of families engaged in housing supports moved to safe, adequate housing; 64% of families. 4106389 3135802 0 19657198 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 0 0 0 1 32 0 1 136 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 38 38 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 41.00 4.00 X 210202 0 46396 Martha Cranley Vice President of Community Impact 40 0 X 112997 0 49482 Karen Burch Vice President of Community Engagement/Marketing 40 0 X 109677 0 29444 Nicholas Wood CFO/Vice President Administration 41 4.00 X 105600 0 29522 Dave Beck-Engel Board Chair 1 1.00 X X 0 0 0 William Westrate Board Vice Chair 1 0 X X 0 0 0 Dr Gloria Ladson-Billings Board Secretary 1 0 X X 0 0 0 Mark Koehl Board Treasurer 1 0 X X 0 0 0 Dr Tim Bartholow MD Board Member 1 0 X 0 0 0 Dr Jessica Bartell Board Member 1 0 X 0 0 0 Ryan E Behling 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 Corey Chambas Board Member 1 0 X 0 0 0 Bryan Chan Board Member 1 0 X 0 0 0 Kevin Conroy Board Member 1 0 X 0 0 0 Sherri Cyra Board Member 1 0 X 0 0 0 Christine Dahlhauser 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 Mya Johnson 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 Michelle Michalak Board Member 1 0 X 0 0 0 Everett Mitchell Board Member 1 0 X 0 0 0 Deirdre Morgan 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 Edward Sadlowski Board Member 1 0 X 0 0 0 Jay Sekelsky Board Member 1 0 X 0 0 0 Ananth Seshedri Board Member 1 0 X 0 0 0 Samuel Stoiber Board Member 1 0 X 0 0 0 Gisele Sutherland Board Member 1 0 X 0 0 0 Karen E Timberlake 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 Jane F 'Ginger' Zimmerman Board Member 1 0 X 0 0 0 538476 0 154844 5 0 1 0 0 619716 0 210906 1268820 940954 19482149 732906 22522545 0 0 0 0 0 97285 0 0 97285 0 0 0 0 0 0 0 0 57037 0 87691 0 -30654 0 -30654 0 0 -30654 919269 0 926082 0 -6813 0 -6813 0 0 -6813 124992 210906 196512 -71520 0 -71520 0 0 0 0 0 0 0 0 0 0 0 0 18098 0 0 18098 18098 22528941 0 0 6396 15011019 15011019 256598 142076 44439 70083 3972178 2168338 702435 1101405 275151 149581 51957 73613 610875 313797 122734 174344 313988 172587 54335 87066 0 36820 36820 978453 908171 25087 45195 128788 60932 18359 49497 42947 42034 480 433 48585 29948 7702 10935 187187 68697 47570 70920 17395 13162 2876 1357 46592 14408 24723 7461 387681 189452 76096 122133 142894 58953 19614 64327 11520 5772 2158 3590 Membership Dues 31177 14877 6105 10195 Data Processing 467313 271910 71703 123700 Postage and Shipping 11105 3820 4505 2780 72983 17664 10429 44890 23051249 19657198 1330127 2063924 250 250 11825399 12260153 9146208 9163879 526065 312090 0 0 0 0 0 0 0 0 304275 229114 5724343 3476565 2175618 2247778 8592 202183 911088 1039758 18825 12106 24916320 25467311 170779 558331 4393888 4736160 0 0 0 0 0 0 0 0 0 0 0 0 290207 244808 4854874 5539299 X 7650649 7322268 12410797 12605744 20061446 19928012 24916320 25467311 X -522308 -75470 0 0 0 464344 X 0 1 X 1 0 X 21738426 22199111 21852761 25440204 22522545 113753047 0 0 0 0 0 0 0 0 0 0 0 0 21738426 22199111 21852761 25440204 22522545 113753047 7680480 106072567 142889 136259 172312 159631 154322 765413 0 0 0 0 0 0 80429 72722 73189 16639 18098 261077 114779537 0 0.92414 0.9273 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 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 7696216 696048 1325318 0 315765 0 9401817 0.959 0 0.041 0 1 1 0 127593 127593 0 3956470 1987344 1969126 0 9645 9645 0 0 1127038 1056317 70721 0 503597 423259 80338 2247778 0 Deferred Compensation 244808 244808 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 $244,808 at December 31, 2021. 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 308401 210906 97495 0 70 244 1094 0 158490 Tocqueville Reception 18497 0 18497 0 2101 1550 4773 0 10168 4 9000 0 9000 0 2491 1167 5165 500 8699 335898 210906 124992 0 4662 2961 11032 500 177357 196512 -71520 1 100 Black Men of Madison PO Box 787 Madison WI 53701 391803848 501c3 51156 Program Operating Cost/Donor Designation for General Support Access Community Health Centers 3434 E Washington Ave Madison WI 53704 391391134 501c3 199304 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 28312 Donor Designation for General Support Access to Independence 301 S Livingston St Ste 200 Madison WI 53703 391240200 501c3 16823 Program Operating Cost/Donor Designation for General Support African Center for Community Development 6314 Odana Rd Suite 14 Madison WI 53719 473458123 501c3 30000 Program Operating Cost Agrace HospiceCare 5395 E Cheryl Pkwy Fitchburg WI 53711 391319537 501c3 61797 Donor Designation for General Support Aldo Leopold Nature Center 330 Femrite Dr Monona WI 53716 391786897 501c3 5430 Donor Designation for General Support American Heart Association 2850 Dairy Dr Ste 300 Madison WI 53718 135613797 501c3 191881 Donor Designation for General Support American Red Cross Badger Chapter PO Box 5905 Madison WI 53705 390806193 501c3 27800 Donor Designation for General Support America's Best Charities 1100 Larkspur Landing Circle Suite 340 Larkspur CA 94939 943067804 501c3 80503 Donor Designation for General Support America's Charities 14150 Newbrook Drive Suite 110 Chantilly VA 20151 541517707 501c3 47775 Donor Designation for General Support Anesis Center for Marriage and Family Therapy 815 Forward Dr Madison WI 53711 811233475 65210 Program Operating Cost ARC Community Services 2001 W Beltline Hwy Ste 102 Madison WI 53713 510163796 501c3 40913 Program Operating Cost/Donor Designation for General Support Badger Prairie Needs Network 1200 E Verona Ave Verona WI 53593 451159288 501c3 13528 Donor Designation for General Support Bethel Horizons Foundation 312 Wisconsin Ave Madison WI 53704 237017755 501c3 26500 Donor Designation for General Support Bethlehem Lutheran Church 300 Broadway Dr Sun Prairie WI 53590 391268317 501c3 5375 Donor Designation for General Support Big Brothers Big Sisters of Dane County 2059 Atwood Ave Madison WI 53704 391077783 501c3 277345 Program Operating Cost/Donor Designation for General Support Boy Scouts of America PO Box 14135 Madison WI 53708 391417416 501c3 5491 Donor Designation for General Support Boys & Girls Club of Dane County 2001 Taft St Madison WI 53713 391925617 501c3 109693 Program Operating Cost/Donor Designation for General Support Briarpatch Youth Services Inc 1955 Atwood Avenue Madison WI 53704 391391737 501c3 85364 Program Operating Cost/Donor Designation for General Support Brigham and Womens Hospital Inc 116 Huntington Ave 3rd Floor Boston MA 02116 042312909 501c3 5375 Donor Designation for General Support Brown County United Way 112 N Adams St Ste 201 Green Bay WI 54301 390806299 501c3 9439 Donor Designation for General Support Canopy Center 2120 Fordem Ave Ste 110 Madison WI 53704 510211908 501c3 45719 Program Operating Cost/Donor Designation for General Support Catholic Charities Diocese of Madison PO Box 46550 Madison WI 53744 390807067 501c3 456935 Program Operating Cost/Donor Designation for General Support Catholic Multicultural Center Diocese of Madison 1862 Beld St Madison WI 53713 390824008 501c3 6677 Program Operating Cost/Donor Designation for General Support Cedar Valley Friends of the Family PO Box 784 Waverly IA 50677 421390144 501c3 5316 Donor Designation for General Support Center for Community Stewardship 116 N Few St Ste 3 Madison WI 53703 680501459 501c3 75152 Program Operating Cost/Donor Designation for General Support Centro Hispano of Dane County 810 W Badger Rd Madison WI 53713 930844812 501c3 395203 Program Operating Cost/Donor Designation for General Support Charles Hamilton Houston Institute PO Box 620774 Middleton WI 53562 522369308 501c3 111570 Program Operating Cost CHC Creating Healthier Communities PO Box 715153 Philadelphia PA 191715153 391261126 501c3 801958 Donor Designation for General Support Children's Service Society of Wisconsin 1716 Fordem Ave Madison WI 53704 390806380 501c3 195477 Program Operating Cost/Donor Designation for General Support Christ the Solid Rock Baptist Church 4200 Buckeye Rd Madison WI 53716 010804645 501c3 50000 Program Operating Cost City of Stoughton Food Pantry 207 S Forrest St Stoughton WI 53589 396005622 8512 Donor Designation for General Support Clean Lakes Alliance 150 E Gilman St Ste 2600 Madison WI 53703 273917243 501c3 6699 Donor Designation for General Support Community Action Coalition for South Central WI 1717 N Stoughton Rd Madison WI 53704 391053827 501c3 292780 Program Operating Cost/Donor Designation for General Support Community Coordinated Child Care (4C) in Dane Co PO Box 45320 Madison WI 53744 391165742 501c3 107323 Program Operating Cost/Donor Designation for General Support Community Shares of Wisconsin 612 W Main St Ste 200 Madison WI 53703 391172378 501c3 349763 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 8000 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 109573 Donor Designation for General Support Domestic Abuse Intervention Services PO Box 1761 Madison WI 53701 391268238 501c3 12621 Donor Designation for General Support EarthShare PO Box 424011 Washington DC 20042 521601960 501c3 118911 Donor Designation for General Support East Madison Community Center 8 Straubel Ct Madison WI 53704 391941839 501c3 117132 Program Operating Cost/Donor Designation for General Support Edgewood High School 2219 Monroe St Madison WI 53711 391299613 501c3 12866 Donor Designation for General Support Empty Stocking Fund PO Box 8056 Madison WI 53708 396051817 501c3 9000 Program Operating Cost Energy Services Inc 1225 S Park St Madison WI 53715 391443614 501c3 37225 Donor Designation for General Support Fair Opportunity Project 821 E Washington Ave Ste 200G Madison WI 53703 822192047 501c3 50000 Program Operating Cost Families & Schools Together 2801 International Ln Ste 212 Madison WI 53704 391895298 501c3 15258 Program Operating Cost/Donor Designation for General Support FOSTER of Dane County Inc 700 Rayovac Dr Suite 122 Madison WI 53711 825380849 501c3 57430 Donor Designation for General Support Foundation for Madison Public Schools 2005 W Beltline Hwy Suite 203 Madison WI 53713 392043104 501c3 8000 Donor Designation for General Support Friends of MSCR 3802 Regent St Madison WI 53705 392034615 501c3 44181 Program Operating Cost/Donor Designation for General Support Friends of the UW Odyssey Project 21 N Park St Room 7468 Madison WI 53715 271073291 501c3 80000 Program Operating Cost Friends of the Waisman Center Inc 1500 Highland Ave Suite 553 Madison WI 53705 391272090 501c3 5044 Donor Designation for General Support Gilda's Club of Madison 7907 UW Health Court Middleton WI 53562 061662883 501c3 32905 Donor Designation for General Support Girl Scouts of Badgerland Council 2710 Ski Ln Madison WI 53713 390806331 501c3 5129 Donor Designation for General Support Global Impact PO Box 409616 Atlanta GA 30384 521273585 501c3 102732 Donor Designation for General Support Goodman Community Center 149 Waubesa St Madison WI 53704 391919172 501c3 183290 Program Operating Cost/Donor Designation for General Support Great Rivers United Way 1855 E Main St Onalaska WI 54650 390848188 501c3 6369 Donor Designation for General Support Habitat for Humanity of Dane County PO Box 258128 Madison WI 53725 391592769 501c3 76360 Program Operating Cost/Donor Designation for General Support Helping Hands Professional Tax Service 2400 N 22nd St Milwaukee WI 53206 743105110 501c4 30000 Program Operating Cost Holsey Chapel ICM Church 1001 S 14th St St Joseph MO 64503 464493114 501c3 8600 Donor Designation for General Support Hunger Relief Fund Wisconsin 201 S Hawley Ct Milwaukee WI 53214 391345847 501c3 101732 Donor Designation for General Support I Am Kid Culture 2524 Cty Rd 500 E Mahomet IL 61853 825055895 501c3 6000 Donor Designation for General Support Jewish Social Services of Madison 6434 Enterprise Ln Madison WI 53719 391300430 501c3 17789 Program Operating Cost/Donor Designation for General Support Journey Mental Health Center 625 W Washington Ave Madison WI 53703 390806445 501c3 259470 Program Operating Cost/Donor Designation for General Support Junior Achievement of Dane County 2800 Royal Ave Suite 207 Monona WI 53713 390826295 501c3 5483 Donor Designation for General Support Latino Chamber of Commerce 5262 Verona Rd Fitchburg WI 53711 261771853 501c6 50000 Program Operating Cost Literacy Network 1118 S Park St Madison WI 53715 510180488 501c3 212690 Program Operating Cost/Donor Designation for General Support Luke House 310 S Ingersoll St Madison WI 53703 391504050 501c3 6119 Donor Designation for General Support Lussier Community Education Center 55 S Gammon Rd Madison WI 53717 391938173 501c3 36496 Program Operating Cost/Donor Designation for General Support Lutheran Social Services of WI & Upper Michigan 6314 Odana Rd Madison WI 53719 390816846 501c3 6194 Donor Designation for General Support Madison Black Chamber of Commerce 618 S Park St Madison WI 53715 202877968 501c6 50000 Program Operating Cost Madison Children's Museum 100 N Hamilton St Madison WI 53703 391383497 501c3 20747 Program Operating Cost/Donor Designation for General Support Madison College Foundation Inc 1701 Wright St Madison WI 53704 237265867 501c3 48761 Donor Designation for General Support Madison Gospel 5K Foundation 2935 S Fish Hatchery Rd Ste 3-102 Madison WI 53711 832761410 501c3 55000 Donor Designation for General Support Madison Metropolitan School District 545 W Dayton St Madison WI 53703 396003202 170c 109505 Program Operating Cost Madison-Area Urban Ministry 2300 S Park St Ste 5 Madison WI 53713 237298482 501c3 395786 Program Operating Cost/Donor Designation for General Support Maydm Inc 203 S Paterson St Suite 400 Madison WI 53703 810991008 501c3 56040 Donor Designation for General Support McFarland Community Food Pantry PO Box 101 McFarland WI 53558 364613663 501c3 9213 Donor Designation for General Support Mentoring Positives 414 Rethke Ave Madison WI 53714 272347080 501c3 100901 Program Operating Cost/Donor Designation for General Support Middleton Outreach Ministry 7432 Hubbard Ave Middleton WI 53562 391484945 501c3 81833 Program Operating Cost/Donor Designation for General Support Middleton-Cross Plains Area School District Foundation Inc 7106 South Ave Middleton WI 53562 475618597 501c3 7145 Donor Designation for General Support NAMI Dane County 2059 Atwood Ave Madison WI 53704 391270706 501c3 15798 Donor Designation for General Support Nehemiah Community Development Corp PO Box 9861 Madison WI 53715 391736091 501c3 36265 Donor Designation for General Support Neighbor to Nation c/o Community Health Charities 1199 N Fairfax Ste 600 Alexandria VA 22314 541879282 501c3 7265 Donor Designation for General Support Neighborhood Food Solutions 4508 Thurston Ln Fitchburg WI 53711 820679249 501c3 100000 Donor Designation for General Support NewBridge Madison 128 E Olin Ave Madison WI 53713 391211331 501c3 83948 Program Operating Cost/Donor Designation for General Support Northside Planning Council 1219 N Sherman Ave Madison WI 53704 391759164 501c3 10874 Program Operating Cost/Donor Designation for General Support Olbrich Botanical Society 3330 Atwood Ave Madison WI 53704 391357247 501c3 5590 Donor Designation for General Support Omega School 835 W Badger Rd Madison WI 53713 391166888 501c3 50000 Program Operating Cost/Donor Designation for General Support Operation Fresh Start 1925 Winnebago St Madison WI 53704 237108090 501c3 136585 Program Operating Cost/Donor Designation for General Support Oregon Food Pantry PO Box 92 Oregon WI 53575 814012258 501c3 10209 Donor Designation for General Support Pharmacy Society of Wisconsin 701 Heartland Tr Madison WI 53717 390714490 501c6 78581 Program Operating Cost Porchlight 306 N Brooks St Madison WI 53715 391579521 501c3 280643 Program Operating Cost/Donor Designation for General Support Potosi Foundation-Potosi Brewing Co 209 S Main St Potosi WI 53820 392000608 501c3 15050 Donor Designation for General Support Rainbow Project 831 E Washington Ave Madison WI 53703 391422626 501c3 55300 Program Operating Cost/Donor Designation for General Support Reach Dane 2096 Red Arrow Trl Madison WI 53711 391418945 501c3 34193 Program Operating Cost/Donor Designation for General Support RISE Wisconsin 2120 Fordem Ave Madison WI 53704 912064768 501c3 1153277 Program Operating Cost/Donor Designation for General Support Ronald McDonald House 2716 Marshall Ct Madison WI 53705 391655790 501c3 22868 Donor Designation for General Support Safe Communities of Madison and Dane County PO Box 6652 Madison WI 53716 392010839 501c3 19030 Program Operating Cost/Donor Designation for General Support Sankofa Behavioral & Community Health 1955 W Broadway Suite 105 Monona WI 53713 800906744 501c3 75072 Program Operating Cost Sankofa Educational Leadership United SELU 1026 W Main St Sun Prairie WI 53590 824737988 501c3 52500 Program Operating Cost Sauk-Prairie United Way PO Box 122 Prairie Du Sac WI 53578 391318028 501c3 9111 Donor Designation for General Support Second Harvest Foodbank of Southern WI 2802 Dairy Drive Madison WI 53718 391490691 501c3 277738 Program Operating Cost/Donor Designation for General Support Simpson Street Free Press PO Box 6307 Monona WI 53716 391882258 501c3 67062 Program Operating Cost/Donor Designation for General Support Society of St Vincent de Paul 1109 Jonathon Dr Madison WI 53713 390824876 501c3 15221 Donor Designation for General Support SSM Health At Home 4639 Hammersley Road Madison WI 53711 391539827 501c3 88337 Program Operating Cost/Donor Designation for General Support St Paul University Catholic Foundation 723 State St Madison WI 53703 208844817 501c3 8862 Donor Designation for General Support Stoughton Area Resource Team 248 W Main St Stoughton WI 53589 412076251 501c3 54475 Program Operating Cost/Donor Designation for General Support Sun Prairie Emergency Food Pantry PO Box 611 Sun Prairie WI 53590 391774841 501c3 8222 Donor Designation for General Support Sunshine Place 18 Rickel Rd Sun Prairie WI 53590 205398498 501c3 20949 Program Operating Cost/Donor Designation for General Support The Aly Wolff Foundatio 2022 Uphoff Rd Cottage Grove WI 53527 464707392 501c3 21500 Donor Designation for General Support The First Tee of South Central WI 5511 Odana Rd Madison WI 53719 205779146 501c3 11045 Donor Designation for General Support The Hmong Institute 5310 Arapahoe Ln Madison WI 53704 824232925 501c3 33930 Program Operating Cost The Playing Field 3910 Mineral Point Rd Madison WI 53705 474112110 501c3 157544 Program Operating Cost The River Food Pantry 2201 Darwin Rd Madison WI 53704 204179749 501c3 51211 Donor Designation for General Support The Road Home 128 E Olin Ave Ste 202 Madison WI 53713 311618925 501c3 424827 Program Operating Cost/Donor Designation for General Support The Salvation Army of Dane County 630 E Washington Ave Madison WI 53703 362167910 501c3 245156 Program Operating Cost/Donor Designation for General Support The Umbrella Transition Corporation 209 Sunny Meade Ln Unit 1 Madison WI 53713 862410213 501c3 30000 Program Operating Cost Three Gaits PO Box 153 Oregon WI 53575 391472538 501c3 41588 Donor Designation for General Support Trained To Grow Inc 6511 Raymond Rd Fitchburg WI 53711 834042380 501c3 83774 Program Operating Cost Triangle Community Ministry 755 Braxton Place Apt B109 Madison WI 53715 391425047 501c3 16131 Program Operating Cost/Donor Designation for General Support United Way Bay Area 550 Kearny St Suite 1000 San Francisco CA 94108 941312348 501c3 39358 Donor Designation for General Support United Way of Blackhawk Region 205 N Main St Ste 101 Janesville WI 53545 396006734 501c3 6042 Donor Designation for General Support United Way of Dane County Foundation 2059 Atwood Ave Madison WI 53704 391763471 501c3 93760 Donor Designation for General Support United Way of Greater Milwaukee & Waukesha County 225 W Vine St Milwaukee WI 53212 390806190 501c3 13167 Donor Designation for General Support United Way of Green County Inc PO Box 511 Monroe WI 53566 396060531 501c3 10390 Donor Designation for General Support United Way of Metropolitan Chicago 333 S Wabash Ave 30th Floor Chicago IL 60604 300200478 501c3 5082 Donor Designation for General Support United Way of San Diego County 4699 Murphy Canyon Rd San Diego CA 92123 952213995 501c3 27240 Donor Designation for General Support University of Wisconsin Foundation 1848 University Ave Madison WI 53726 390743975 501c3 8768 Donor Designation for General Support University of Wisconsin Platteville Foundation One University Plaza Plateville WI 53818 396051705 501c3 16075 Donor Designation for General Support Urban League of Greater Madison 2222 S Park St Ste 200 Madison WI 53713 391098146 501c3 399485 Program Operating Cost/Donor Designation for General Support Urban Triage 3834 Whitman Ln Ste 308 Madison WI 53704 843297905 501c3 78447 Program Operating Cost Vera Court Neighborhood Center 614 Vera Ct Madison WI 53704 391945609 501c3 443248 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 21112 Program Operating Cost/Donor Designation for General Support Waverly-Shell Rock Area United Way Inc PO Box 271 Waverly IA 50677 421098807 501c3 12869 Donor Designation for General Support WGBH Educational Foundation One Guest St Boston MA 02135 042104397 501c3 8600 Donor Designation for General Support Wisconsin Academy for Graduate Service Dogs 1338 Dewey Ct Madison WI 53703 391626569 501c3 13628 Donor Designation for General Support Wisconsin Association for Environmental Education PO Box 418 Stevens Point WI 54481 202042476 501c3 24478 Donor Designation for General Support Wisconsin Regional Training Partnership 3841 W Wisconsin Ave Milwaukee WI 53208 391838210 501c3 27500 Program Operating Cost YMCA of Dane County 8001 Excelsior Dr Ste 200 Madison WI 53717 390806253 501c3 12725 Program Operating Cost/Donor Designation for General Support YWCA of Madison 101 E Mifflin Street Madison WI 53703 390806303 501c3 921027 Program Operating Cost/Donor Designation for General Support 7 135 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 210202 0 0 0 0 0 19095 0 27301 0 256598 0 0 0 Martha Cranley Vice President of Community Impact 112997 0 0 0 0 0 31515 0 17967 0 162479 0 0 0 X 60 732906 market value at time of donation 0 0 1 0 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 and 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, and Charity Navigator. Form 990, Part XI, Line 9 Change in Beneficial Interest Interest in Assets Held by Others: $128,670; Gain on Donor Designations: $140,727; Change in Temporarily Restricted Net Assets: $194,947 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 0 0 0 1 0 0 0 0 0 0 0 0 1 0 1 1 0 1 1 0 Schedule R, Part V, Line 1c The total contribution from the related organization was $1,609,909. Of that contribution, $341,089 is the transfer of earnings from individual board designated funds to fulfill campaign pledges. The remaining $1,268,820 is the contribution from the related organization for the year recorded in part VIII of the Form 990.