2021-11-11T15:05:58-07:00 2020-12-31 420714325 RSM US LLP 8020 Excelsior Drive Ste 100 Madison WI 53717 990 2020-01-01 390817532 UNITED WAY OF DANE COUNTY INC UNIT 6082464350 2059 Atwood Ave Madison WI 53704 Renee Moe Salus President & CEO 6082464350 2021-11-12 1 James Graham P00006111 6088332612 2021-11-11 1 11 1 AAL2 2020 2022-09-23 18:48:47Z Renee Moe Salus 2059 Atwood Ave Madison WI 53704 26477214 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. 34 34 131 10300 0 0 21852761 25440204 0 0 106643 94006 -31038 -102151 21928366 25432059 15187159 16150592 0 0 5120025 5249396 0 0 2021067 1715959 1642988 22023143 23042976 -94777 2389083 22529692 24916320 5220789 4854874 17308903 20061446 Unite the community to achieve measurable results and change lives. 0 0 3990144 3259670 0 Healthy for Life goal: "Health issues are identified and treated early." We have three main strategies in this area: (1) providing access to behavioral health services, with a focus on addressing trauma and social-emotional learning, (2) reduce racial and socioeconomic health disparities and (3) providing school-based delivery of preventative oral health care services. Connecting people who have low incomes and are uninsured with health care and dental homes is a primary strategy and proven best practice. Health care homes provide a regular source of care that focuses on preventive care, managing chronic illnesses and reducing the need for hospitalizations or emergency visits. A top priority in this area is our work to identify and treat behavioral and mental health issues that keep children and youth connected to school, families and the community and on-track for graduation. In 2020 3,010 students were screened for behavioral health issues and 371 received behavioral health support through FACE Kids. United Way of Dane County's HealthConnect premium assistance program managed payments that enabled over 940 low-income individuals (with household income of 100-138% of FPL) to be insured by paying their 2020 premiums for plans purchased through the Health Insurance Marketplace. 11% of participants had no previous health coverage, 87% of HealthConnect participants retained health insurance in 2020 and over 53% of participants have retained health insurance for 2 years or more. We partner with multiple health agencies including Access Community Health Centers, Triangle Community Ministry, AIDS Resource Center of WI, American Heart Association and Community Health Charities. 3715923 3035651 0 Academic Success goal: "Students succeed academically and graduate from 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. 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, Oregon and Sun Prairie in the 2017-2018 school year. 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 93% six-year graduation rate with 68.9% of free/reduced lunch eligible students graduating high school within six years. In addition, we partnered with neighborhood, community and school-based programs to promote academic achievement and engagement and success in school, work and life, including 100 Black Men, Big Brothers Big Sisters, Boys and Girls Club, By Youth For Youth, Centro Hispano, East Madison Community Center, Goodman Community Center, Kennedy Heights Neighborhood Center, Latino Academy of Workforce Development, Literacy Network, Lussier Community Education Center, Madison Area Urban Ministry, Nehemiah, Simpson Street Free Press, the Urban League of Greater Madison, Vera Court Neighborhood Center and the YWCA of Madison. 3821594 3121977 0 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 the goal that 80% of our 4-year olds are at age-expected development and ready to begin school by 2020: (1) home visiting, (2) Community-based parent education in small groups and (3) developmental screening. Through home visiting, we served 254 young children, and their families, in 2020. 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 2018, 88% of the children were 4K ready. Additionally, in 2019, we served 203 families in a public-private partnership/collaboration providing early childhood development support through home visiting programs, family stability support through housing and employment programs to parents. In 2020, 90 children completed the program despite the COVID-19 pandemic. 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. 2783520 2273942 0 Corporate and Community Engagement Goal: United Way engages our community, mobilizes volunteers, and strengthens local nonprofits to achieve measurable results and change lives. Our volunteer engagement goal is, "From coordinated volunteer activities in the community and with corporations, to our trust-building work of the Law Enforcement and Leaders of Color Collaboration, our goal is to provide exceptional experiences for all who participate." Key strategies include aligning volunteers with opportunities that support the Agenda for Change, leveraging volunteers' intellectual capacity as well as their physical capacity, mobilizing diverse groups of volunteers, providing training, resources, and networking opportunities to increase the diversity of nonprofit and United leadership volunteers, increasing opportunities for corporate volunteers, and developing youth leadership opportunities through volunteering. In 2020 Over 44,000 visitors searched VolunteerYourTime.org to get connected with a volunteer opportunity in Dane County that matched their interest, skills and time availability. 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. In 2020, United Way 211 received 56,957 calls for help in areas including food, rent utilities, support groups, health and dental services, employment and much more. Due to COVID-19 and the shift to a virtual workplace, we lost all our information and referral specialist volunteers in March. However, in July we were asked by 211 Wisconsin to manage their COVID-19 volunteers and continue with recruitment and training. Our AmeriCorps members took over the management of 13 volunteers and recruited and trained an additional 11 volunteers who answered 3003 calls in 2020. 211 is available 24 hours a day, seven days a week and is staffed by trained specialists who help individuals and families access health and human services. 2691214 2198534 0 Basic Needs goal: "There is a decrease in family homelessness." We have four primary strategies to stabilize families through direct access to affordable housing and quality case management: (1) provide quality housing case management and eviction prevention, (2) increase landlord and tenant connections, (3) increase access to food and (4) provide direct access to housing through Housing First. Among the results of our work in 2020: (1) 115 families were stably housed and 291 children remained in the same school through Reducing School Mobility program, (2) 40 families (77 children) were served through our Rapid Rehousing program and (3) 18 families served through Family Housing Stability, reducing their time in shelter and improving potential for their children's' school success, (4) 18 families were enrolled in our Housing First signature initiative, marking a decade of stabilizing families in this program. We consistently exceed the national benchmark of an 80% success rate, (5) 1,313 families were provided housing case management in 2020 addressing root causes of their homelessness, (6)Affordable Housing Fund (AHF) established within the United Way of Dane County Foundation to promote development of more affordable housing units in Dane County. In 2020, investments were made with two projects, $50,000 to Madison Development Corporation and $100,000 to Movin' Out/Red Caboose Childcare collaboration adding 82 affordable units to local housing inventory. Lead partners in this work include The Road Home, Salvation Army, YWCA of Madison, Community Action Coalition for South Central Wisconsin, Domestic Abuse Intervention Services, Habitat for Humanity, Porchlight, and Second Harvest of Southern Wisconsin, as well as the City of Madison and Dane County 1965389 1605587 0 Building Economic Stability goal is to: "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 2020, 405 people were hired with 263 getting a job earning $15 an hour or more. Since 2013, 3,370 participants have found employment including 1,105 (33%) at $15+/hr. The HIRE partners who prepared 33 individuals for their high school diploma or equivalent and teach employability skills in 2020 are Literacy Network and Vera Court. Our HIRE partners who taught employability skills and provided employment training and placement to participants in 2020 are Centro Hispano, Madison area Urban Ministry, 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 and Treatment (REST) so they can successfully reintegrate back into the community. Journey Home provided services for 663 individuals including 105 individuals who received intensive one-to one service. In 2020, Journey Home only had one (2% 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 Madison-Area Urban Ministry. Other partners on our work to help children, youth, women, men, and the community remain stable and moving out of poverty include American Red Cross, ARC Community Services, Canopy Center, Domestic Abuse Intervention Services, Family Services Madison, Rainbow Project, Briarpatch Youth Services and Operation Fresh Start. 802064 655231 0 Self-Reliance and Independence goal: "Seniors and people with disabilities are able to stay in their homes." To achieve our goal to maintain seniors' ability to live in the homes of their choice, we have supported programs that reduce senior falls and adverse drug events - two of the leading causes of hospitalizations, emergency room visits and eventual institutionalization. To reduce the rate of emergency room visits and hospitalizations of older adults in Dane County caused by adverse drug events and falls, we are focusing on two primary strategies: (1) identify seniors at-risk of Adverse Drug Events and provide them with comprehensive medication reviews and appropriate follow-up and (2) identify seniors at risk of falls and provide falls prevention programs and home safety assessments with follow-up. Falls and adverse drug events are the two primary preventable causes of emergency room visits and hospitalizations for older adults. In 2020, through the community-based Comprehensive Medication Review and medical-based Smart Meds programs and Safe at Home Program, we provided 69 comprehensive medication reviews to older adults. 128 older adults received in-home safety assessments for the risk of falls and adverse drug events through trained volunteer-corps. Most importantly, the fall rate for our participants post-assessment was 18.66% compared to the national average of 33% for seniors. In addition, 22 participants received adaptive equipment items which lead to a 59% compliance rate with safety recommendations. Our partner agencies on these programs include Safe Communities, Goodman Community Center and North/Eastside Senior Coalition. We also support case management, nutrition, transportation, caregiving and personal care programs for more than 4,000 older adults. Partner agencies for these programs include Catholic Charities, Colonial Club, Deforest Area Community and Senior Center, East Madison Monona Coalition of the Aging, Goodman Community Center, Home Health United, Independent Living, Jewish Social Services, Journey Mental Health, North/Eastside Senior Coalition, Vera Court Neighborhood Center and West Madison Senior Coalition. Our disabilities portfolio also includes helping youth with emotional and behavioral disorders transition successfully from high school to post-secondary education and/or employment. This plan is referred to as Youth Transitions. We continue to work in partnership with agencies that help youth and adults with other disabilities (ex. Deaf & hard of hearing, epilepsy, etc.) to remain independent. We have served over 500 participants. Partner agencies for this work include Access to Independence, Briar Patch Youth Services, Epilepsy Foundation Heart of Wisconsin, Goodman Community Center, Madison Metropolitan School District, NAMI Dane County and Porchlight. 8242187 6733294 0 19769848 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 24 0 1 131 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 34 34 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 207708 0 44586 Rick C Spiel VP-Chief Financial Officer 41 4.00 X 165413 0 34481 Martha Cranley Vice President of Community Impact 40 0 X 110319 0 26833 Len Devaisher Vice President of Resource Development 40 0 X 100411 0 3797 Ryan E Behling Board Chair 1 1.00 X X 0 0 0 Dave Beck-Engel Board Vice Chair 1 0 X X 0 0 0 Gloria Ladson-Billings Board Secretary 1 0 X X 0 0 0 Mark Koehl Treasurer 1 0 X X 0 0 0 Jessica Bartell Board Member 1 0 X 0 0 0 Tim Bartholow MD 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 Dave Florin Board Member 1 0 X 0 0 0 Roberta Gassman Board Member 1 0 X 0 0 0 Fritz Grutzner Board Member 1 0 X 0 0 0 Fabiola Hamdan Board Member 1 0 X 0 0 0 John Humenik 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 Sabrina Madison 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 Barbara Nichols Board Member 1 0 X 0 0 0 Dave Orr Board Member 1 0 X 0 0 0 Josie Ronk Board Member 1 0 X 0 0 0 Jay Sekelsky Board Member 1 0 X 0 0 0 Samuel Stoiber Board Member 1 0 X 0 0 0 Karen E Timberlake Board Member 1 0 X 0 0 0 William Westrate Board Member 1 0 X 0 0 0 Jim Wheeler Board Member 1 0 X 0 0 0 583851 0 109697 4 0 1 0 0 571698 0 495453 249677 1030150 23093226 654903 25440204 0 93329 0 0 93329 0 0 0 0 0 0 0 0 66302 0 82684 0 -16382 0 -16382 0 0 -16382 738579 0 737902 0 677 0 677 0 0 677 122161 495453 224569 -102408 0 -102408 0 0 0 0 0 0 0 0 0 0 0 0 16639 0 0 16639 16639 25432059 0 0 -8145 X 16150592 16150592 452188 248884 76936 126368 3680666 2003372 636260 1041034 223824 115417 45088 63319 580231 286804 121687 171740 312487 171769 52471 88247 36394 36394 316194 229848 21250 65096 117015 44235 23801 48979 47397 42911 1843 2643 50603 29890 8662 12051 156326 54487 42016 59823 16011 7646 2932 5433 46969 7001 32900 7068 216390 97570 39426 79394 137481 56909 20622 59950 10819 5070 2092 3657 Membership Dues 30605 13515 6439 10651 Data Processing 370298 177829 67980 124489 Postage and Shipping 10672 518 5942 4212 79814 25581 7320 46913 23042976 19769848 1252061 2021067 250 250 8657989 11825399 9462317 9146208 1154806 526065 0 0 0 0 0 0 0 0 154744 304275 5486488 3310870 2166693 2175618 25630 8592 882514 911088 0 0 24749 18825 22529692 24916320 352802 170779 4578002 4393888 0 0 0 0 0 0 0 0 0 0 0 0 289985 290207 5220789 4854874 X 5070460 7650649 12238443 12410797 17308903 20061446 22529692 24916320 X 2389083 32089 0 0 0 331371 X 0 1 X 1 0 X 21629481 21738426 22199111 21852761 25440204 112859983 0 0 0 0 0 0 0 0 0 0 21629481 21738426 22199111 21852761 25440204 112859983 7221580 105638403 100076 142889 136259 172312 159631 711167 0 0 0 0 0 0 101204 80429 72722 73189 16639 344183 113915333 0 0.92734 0.94560 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 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 7421021 83578 483365 0 291748 0 7696216 0.938 0 0.062 0 1 1 0 127593 127593 0 3783810 1874465 1909345 0 9645 9645 0 0 1086379 1022702 63677 0 479061 404058 75003 2175618 0 Deferred Compensation 290207 290207 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 $290,207 at December 31, 2020. 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 572049 495453 76596 0 447 0 657 0 158652 Sponsored Advertising 20000 0 20000 0 0 0 0 0 20000 5 25565 0 25565 0 5087 10305 7407 4150 17864 617614 495453 122161 0 5534 10305 8064 4150 196516 224569 -102408 1 100 Black Men of Madison PO Box 787 Madison WI 53701 391803848 501c3 17797 Program Operating Cost/Donor Designation for General Support Access Community Health Centers 3434 E Washington Ave Madison WI 53704 391391134 501c3 219727 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 42074 Donor Designation for General Support Access to Independence 301 S Livingston St Ste 200 Madison WI 53703 391240200 501c3 17708 Program Operating Cost/Donor Designation for General Support Agrace HospiceCare 5395 E Cheryl Pkwy Fitchburg WI 53711 391319537 501c3 123237 Donor Designation for General Support AIDS Resource Center of Wisconsin Inc 600 Williamson St Ste H Madison WI 53703 391534049 501c3 25712 Program Operating Cost/Donor Designation for General Support Aldo Leopold Nature Center 330 Femrite Dr Monona WI 53716 391786897 501c3 10000 Donor Designation for General Support American Heart Association 2850 Dairy Dr Ste 300 Madison WI 53718 135613797 501c3 195112 Donor Designation for General Support American Red Cross Badger Chapter PO Box 5905 Madison WI 53705 390806193 501c3 34360 Donor Designation for General Support America's Best Charities 1100 Larkspur Landing Circle Suite 340 Larkspur CA 94939 943067804 501c3 116442 Donor Designation for General Support America's Charities 14150 Newbrook Drive Suite 110 Chantilly VA 20151 541517707 501c3 53321 Donor Designation for General Support Anesis Center for Marriage and Family Therapy 6417 Odana Rd Ste 5 Madison WI 53719 811233475 65000 Program Operating Cost ARC Community Services 2001 W Beltline Hwy Ste 102 Madison WI 53713 510163796 501c3 37242 Program Operating Cost/Donor Designation for General Support Badger Prairie Needs Network 1200 E Verona Ave Verona WI 53593 451159288 501c3 10248 Donor Designation for General Support BAPS Charities Inc 81 Suttons Ln Ste 201 Piscataway NJ 08854 261530694 501c3 6020 Donor Designation for General Support Bayview Foundation Inc 601 Bay View Madison WI 53715 396092644 501c3 41950 Program Operating Cost Big Brothers Big Sisters of Dane County 2059 Atwood Ave Madison WI 53704 391077783 501c3 187312 Program Operating Cost/Donor Designation for General Support Boy Scouts of America PO Box 14135 Madison WI 53708 391417416 501c3 14335 Donor Designation for General Support Boys & Girls Club of Dane County 2001 Taft St Madison WI 53713 391925617 501c3 129805 Program Operating Cost/Donor Designation for General Support Briarpatch Youth Services Inc 1955 Atwood Avenue Madison WI 53704 391391737 501c3 92561 Program Operating Cost/Donor Designation for General Support Brown County United Way 112 N Adams St Ste 201 Green Bay WI 54301 390806299 501c3 10563 Donor Designation for General Support Canopy Center 2120 Fordem Ave Ste 110 Madison WI 53704 510211908 501c3 47466 Program Operating Cost/Donor Designation for General Support Care Net Pregnancy Center of Dane County 1350 Mac Arthur Rd Madison WI 53714 391472091 501c3 6799 Donor Designation for General Support Catholic Charities Diocese of Madison PO Box 46550 Madison WI 53744 390807067 501c3 474698 Program Operating Cost/Donor Designation for General Support Catholic Multicultural Center Diocese of Madison 1862 Beld St Madison WI 53713 390824008 501c3 11116 Program Operating Cost/Donor Designation for General Support Cedar Valley United Way 425 Cedar St Ste 300 Waterloo IA 50701 420801846 501c3 9619 Donor Designation for General Support Center for Community Stewardship 116 N Few St Ste 3 Madison WI 53703 680501459 501c3 12690 Program Operating Cost/Donor Designation for General Support Centro Hispano of Dane County 810 W Badger Rd Madison WI 53713 930844812 501c3 437748 Program Operating Cost/Donor Designation for General Support Charles Hamilton Houston Institute PO Box 620774 Middleton WI 53562 522369308 501c3 86718 Program Operating Cost Children's Service Society of Wisconsin 1716 Fordem Ave Madison WI 53704 390806380 501c3 212326 Program Operating Cost/Donor Designation for General Support Clean Lakes Alliance 150 E Gilman St Ste 2600 Madison WI 53703 273917243 501c3 13001 Donor Designation for General Support Colonial Club 301 Blankenheim Ln Sun Prairie WI 53590 237071027 501c3 7127 Program Operating Cost/Donor Designation for General Support Community Action Coalition for South Central WI 1717 N Stoughton Rd Madison WI 53704 391053827 501c3 334339 Program Operating Cost/Donor Designation for General Support Community Coordinated Child Care (4C) in Dane Co PO Box 45320 Madison WI 53744 391165742 501c3 200892 Program Operating Cost/Donor Designation for General Support Community Health Charities of Wisconsin PO Box 75153 Baltimore MD 212755083 391261126 501c3 862654 Donor Designation for General Support Community Shares of Wisconsin 612 W Main St Ste 200 Madison WI 53703 391172378 501c3 394456 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 171913 Donor Designation for General Support DeForest Area Community and Senior Center 505 N Main St DeForest WI 53532 391371808 501c3 7629 Donor Designation for General Support Domestic Abuse Intervention Services PO Box 1761 Madison WI 53701 391268238 501c3 72555 Donor Designation for General Support EarthShare PO Box 424011 Washington DC 20042 521601960 501c3 142602 Donor Designation for General Support East Madison Community Center 8 Straubel Ct Madison WI 53704 391941839 501c3 79779 Program Operating Cost/Donor Designation for General Support Employment Resources Inc 2701 International Ln Madison WI 53704 391681074 501c3 25000 Program Operating Cost 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 34208 Donor Designation for General Support Epilepsy Foundation - South Central Wisconsin 1302 Mendota Street 100 Madison WI 53714 391370658 501c3 5983 Donor Designation for General Support Families & Schools Together 2801 International Ln Ste 212 Madison WI 53704 391895298 501c3 15652 Program Operating Cost/Donor Designation for General Support Gilda's Club of Madison 7907 UW Health Court Middleton WI 53562 061662883 501c3 34309 Donor Designation for General Support Girl Scouts of Badgerland Council 2710 Ski Ln Madison WI 53713 390806331 501c3 7977 Donor Designation for General Support Global Impact PO Box 409616 Atlanta GA 30384 521273585 501c3 151392 Donor Designation for General Support Goodman Community Center 149 Waubesa St Madison WI 53704 391919172 501c3 209179 Program Operating Cost/Donor Designation for General Support Great Rivers United Way 1855 E Main St Onalaska WI 54650 390848188 501c3 7790 Donor Designation for General Support Greater Twin Cities United Way 404 South Eighth St Minneapolis MN 55404 411973442 501c3 14316 Donor Designation for General Support Habitat for Humanity of Dane County PO Box 258128 Madison WI 53725 391592769 501c3 99318 Program Operating Cost/Donor Designation for General Support Heartland Community Church 800 Wilburn Rd Sun Prairie WI 53590 813008261 501c3 10750 Donor Designation for General Support Heartland Housing 208 LaSalle St Ste 1300 Chicago IL 60604 363642952 501c3 50000 Program Operating Cost Henry Vilas Zoological Society 606 S Randall Ave Madison WI 53716 396077008 501c3 14259 Donor Designation for General Support Home Health United Xtra Care 4639 Hammersley Road Madison WI 53711 391539827 501c3 84506 Program Operating Cost/Donor Designation for General Support Hunger Relief Fund Wisconsin 201 S Hawley Ct Milwaukee WI 53214 391345847 501c3 91673 Donor Designation for General Support Independent Living 815 Forward Dr Madison WI 53711 391186642 501c3 36237 Program Operating Cost/Donor Designation for General Support Jewish Social Services of Madison 6434 Enterprise Ln Madison WI 53719 391300430 501c3 28060 Program Operating Cost/Donor Designation for General Support Journey Mental Health Center 625 W Washington Ave Madison WI 53703 390806445 501c3 243342 Program Operating Cost/Donor Designation for General Support Kennedy Heights Community Center 199 Kennedy Heights Madison WI 53704 391519846 501c3 16056 Program Operating Cost/Donor Designation for General Support Lighthouse Church Inc 6402 Schroeder Rd Madison WI 53711 391603836 501c3 25000 Program Operating Cost Literacy Network 1118 S Park St Madison WI 53715 510180488 501c3 214361 Program Operating Cost/Donor Designation for General Support LUCES - Latinos United for College Education Scholarship PO Box 14402 Madison WI 53708 452699928 501c3 10935 Donor Designation for General Support Luke House 310 S Ingersoll St Madison WI 53703 391504050 501c3 6880 Donor Designation for General Support Lussier Community Education Center 55 S Gammon Rd Madison WI 53717 391938173 501c3 66513 Program Operating Cost/Donor Designation for General Support Lutheran Social Services of WI & Upper Michigan 6314 Odana Rd Madison WI 53719 390816846 501c3 8610 Donor Designation for General Support Madison Children's Museum 100 N Hamilton St Madison WI 53703 391383497 501c3 14304 Program Operating Cost/Donor Designation for General Support Madison College 1701 Wright St Madison WI 53704 391086718 501c3 26000 Program Operating Cost Madison College Foundation Inc 1701 Wright St Madison WI 53704 237265867 501c3 42269 Donor Designation for General Support Madison Community Foundation 111 N Fairchild St Ste 260 Madison WI 53703 396038248 501c3 51935 Donor Designation for General Support Madison Communty Policing Foundation Inc PO Box 44246 Madison WI 53725 811256071 501c3 5077 Donor Designation for General Support Madison Metropolitan School District 545 W Dayton St Madison WI 53703 396003202 170c 67220 Program Operating Cost Madison Parks Foundation 1402 Wingra Creek Pkwy Madison WI 53715 331047992 501c3 6866 Donor Designation for General Support Madison Waldorf School Ltd 6510 Schroeder Rd Madison WI 53711 830485237 501c3 20750 Donor Designation for General Support Madison-Area Urban Ministry 2300 S Park St Ste 5 Madison WI 53713 237298482 501c3 386186 Program Operating Cost/Donor Designation for General Support Madison Metropolitan School District 545 W Dayton St Madison WI 53703 396003202 170c 152297 0 Program Operating Cost/Donor Designation for General Support Marshfield Clinic Research Foundation 1000 N Oak Ave F1C Marshfield WI 54449 390452970 501c3 8300 Program Operating Cost McFarland Youth Center PO Box 362 McFarland WI 53558 611500763 501c3 10245 Donor Designation for General Support Meadowood Health Partnership 769 S Whitney Way Madison WI 53711 465001898 501c3 16500 Program Operating Cost Middleton Outreach Ministry 7432 Hubbard Ave Middleton WI 53562 391484945 501c3 75715 Program Operating Cost/Donor Designation for General Support Middleton-Cross Plains Area School District Foundation Inc 7106 South Ave Middleton WI 53562 475618597 501c3 32118 Donor Designation for General Support Midvale Lincoln PTO 502 Caromar Dr Madison WI 53711 264052664 501c3 25000 Donor Designation for General Support Mile High United Way 711 Park Ave W Denver CO 80205 840404235 501c3 5054 Donor Designation for General Support Movin' Out 902 Royster Oaks Dr Ste 105 Madison WI 53714 191833482 501c3 29890 Program Operating Cost/Donor Designation for General Support NAMI Dane County 2059 Atwood Ave Madison WI 53704 391270706 501c3 23778 Donor Designation for General Support Nehemiah Community Development Corp PO Box 9861 Madison WI 53715 391736091 501c3 22983 Donor Designation for General Support Neighbor to Nation co Sun Trust Bank 1000 Stewart Ave Lock Box 79991 Glen Burnie MD 21061 541879282 501c3 12743 Donor Designation for General Support NewBridge Madison 128 E Olin Ave Madison WI 53713 391211331 501c3 43758 Program Operating Cost/Donor Designation for General Support Northside Planning Council 1219 N Sherman Ave Madison WI 53704 391759164 501c3 92748 Program Operating Cost/Donor Designation for General Support Ohio University Foundation PO Box 869 Athens OH 45701 316402269 501c3 11610 Donor Designation for General Support One City Early Learning Centers 2012 Fisher St Madison WI 53713 471490574 501c3 5494 Donor Designation for General Support Operation Fresh Start 1925 Winnebago St Madison WI 53704 237108090 501c3 99759 Program Operating Cost/Donor Designation for General Support Oregon Youth Center 110 N Oak St Oregon WI 53575 471988801 501c3 9084 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 325575 Program Operating Cost/Donor Designation for General Support Potosi Foundation-Potosi Brewing Co 209 S Main St Potosi WI 53820 392000608 501c3 6450 Donor Designation for General Support Pregnancy Helpline PO Box 5261 Madison WI 53705 391419746 501c3 25206 Donor Designation for General Support Rainbow Project 831 E Washington Ave Madison WI 53703 391422626 501c3 53043 Program Operating Cost/Donor Designation for General Support Reach Dane 2096 Red Arrow Trl Madison WI 53711 391418945 501c3 28830 Program Operating Cost/Donor Designation for General Support REAP Food Group 306 E Wilson St 2E Madison WI 53703 392043788 501c3 50000 Program Operating Cost RISE Wisconsin 2120 Fordem Ave Madison WI 53704 912064768 501c3 1241412 Program Operating Cost/Donor Designation for General Support Ronald McDonald House 2716 Marshall Ct Madison WI 53705 391655790 501c3 18536 Donor Designation for General Support Safe Communities of Madison and Dane County PO Box 6652 Madison WI 53716 392010839 501c3 19970 Program Operating Cost/Donor Designation for General Support Safe Harbor Child Advocacy Center Inc 1457 E Washington Ave Ste 102 Madison WI 53703 392004933 501c3 6798 Donor Designation for General Support Saint Maria Goretti 10 Maria Place Madison WI 53711 390969724 501c3 10000 Donor Designation for General Support Sankofa Behavioral & Community Health 1955 W Broadway Suite 105 Monona WI 53713 800906744 501c3 75000 Program Operating Cost Sauk-Prairie United Way PO Box 122 Prairie Du Sac WI 53578 391318028 501c3 19468 Donor Designation for General Support Second Harvest Foodbank of Southern WI 2802 Dairy Drive Madison WI 53718 391490691 501c3 260214 Program Operating Cost/Donor Designation for General Support Simpson Street Free Press PO Box 6307 Monona WI 53716 391882258 501c3 37622 Program Operating Cost/Donor Designation for General Support Society of St Vincent de Paul 1109 Jonathon Dr Madison WI 53713 390824876 501c3 18532 Donor Designation for General Support St Paul University Catholic Foundation 723 State St Madison WI 53703 208844817 501c3 10750 Donor Designation for General Support St John the Baptist Catholic School 114 E Third St Waunakee WI 53597 390842121 501c3 5296 Donor Designation for General Support Stoughton Area Resource Team 248 W Main St Stoughton WI 53589 412076251 501c3 40590 Program Operating Cost/Donor Designation for General Support Sun Prairie Cardinal Swimming Booster Club Inc 3031 Scotland Pkwy Sun Prairie WI 53590 452968292 501c3 5375 Donor Designation for General Support Sunshine Place 18 Rickel Rd Sun Prairie WI 53590 205398498 501c3 129965 Program Operating Cost/Donor Designation for General Support Tenant Resource Center 1202 Williamson St Ste 102 Madison WI 53703 391360105 501c3 200088 Program Operating Cost/Donor Designation for General Support The Aly Wolff Foundatio 2022 Uphoff Rd Cottage Grove WI 53527 464707392 501c3 27692 Donor Designation for General Support The ARC-Dane County 402 Gammon Pl Ste 360 Madison WI 53719 391286641 501c3 6105 Donor Designation for General Support The Beacon Homeless Day Resource Center 702 S High Point Rd Madison WI 53719 390807067 501c3 20000 Program Operating Cost The Hmong Institute 5310 Arapahoe Ln Madison WI 53704 824232925 501c3 85000 Program Operating Cost The Playing Field 3910 Mineral Point Rd Madison WI 53705 474112110 501c3 150000 Program Operating Cost The River Food Pantry 2201 Darwin Rd Madison WI 53704 204179749 501c3 76869 Donor Designation for General Support The Road Home 128 E Olin Ave Ste 202 Madison WI 53713 311618925 501c3 544492 Program Operating Cost/Donor Designation for General Support The Salvation Army of Dane County 630 E Washington Ave Madison WI 53703 362167910 501c3 237250 Program Operating Cost/Donor Designation for General Support Three Gaits PO Box 153 Oregon WI 53575 391472538 501c3 22283 Donor Designation for General Support Trained To Grow Inc 6511 Raymond Rd Fitchburg WI 53711 834042380 501c3 64327 Program Operating Cost Triangle Community Ministry 755 Braxton Place Apt B109 Madison WI 53715 391425047 501c3 16389 Program Operating Cost/Donor Designation for General Support United Community Fund - Columbus WI PO Box 343 Columbus WI 53925 396050167 501c3 5590 Donor Designation for General Support United Way of Battle Creek & Kalamazoo Reg Battle Creek Off 709 S Westnedge Ave Kalamazoo MI 49007 381359193 501c3 6500 Donor Designation for General Support United Way of Blackhawk Region 205 N Main St Ste 101 Janesville WI 53545 396006734 501c3 18555 Donor Designation for General Support United Way of Central Kansas 1125 Williams St Great Bend KS 67530 480683479 501c3 5513 Donor Designation for General Support United Way of Dane County Foundation 2059 Atwood Ave Madison WI 53704 391763471 501c3 133853 Donor Designation for General Support United Way of Dubuque Area Tri-States 215 W 6th St Dubuque IA 52001 420761060 501c3 10034 Donor Designation for General Support United Way of East Central Iowa 317 7th Ave SE Ste 401 Cedar Rapids IA 52401 420861239 501c3 10000 Donor Designation for General Support United Way of Greater Milwaukee & Waukesha County 225 W Vine St Milwaukee WI 53212 390806190 501c3 20800 Donor Designation for General Support United Way of Greater St Joseph 118 S Fifth St Sain Joseph MO 64501 440547802 501c3 18446 Donor Designation for General Support United Way of Green County Inc PO Box 511 Monroe WI 53566 396060531 501c3 29709 Donor Designation for General Support United Way of Sheboygan County 2020 Erie Ave Sheboygan WI 53081 390808471 501c3 5174 Donor Designation for General Support United Way of Story County 315 Clark Ave Ames IA 50010 420947489 501c3 5328 Donor Designation for General Support University of Wisconsin Foundation 1848 University Ave Madison WI 53726 390743975 501c3 14384 Donor Designation for General Support University of Wisconsin Platteville Foundation One University Plaza Plateville WI 53818 396051705 501c3 15000 Donor Designation for General Support Urban League of Greater Madison 2222 S Park St Ste 200 Madison WI 53713 391098146 501c3 383517 Program Operating Cost/Donor Designation for General Support Urban Triage 3834 Whitman Ln Ste 308 Madison WI 53704 843297905 501c3 275000 Program Operating Cost Valley of the Sun United Way 3200 E Camelback Rd Ste 375 Phoeniz AZ 85018 860104419 501c3 5621 Donor Designation for General Support Vera Court Neighborhood Center 614 Vera Ct Madison WI 53704 391945609 501c3 240727 Program Operating Cost/Donor Designation for General Support Waverly-Shell Rock Area United Way Inc PO Box 271 Waverly IA 50677 421098807 501c3 24976 Donor Designation for General Support Wisconsin Academy for Graduate Service Dogs 1338 Dewey Ct Madison WI 53703 391626569 501c3 19055 Donor Designation for General Support Wisconsin Association for Environmental Education PO Box 418 Stevens Point WI 54481 202042476 501c3 30180 Donor Designation for General Support YMCA of Dane County 8001 Excelsior Dr Ste 200 Madison WI 53717 390806253 501c3 45779 Program Operating Cost/Donor Designation for General Support YWCA of Madison 101 E Mifflin Street Madison WI 53703 390806303 501c3 865235 Program Operating Cost/Donor Designation for General Support 151 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 207708 0 0 0 0 0 17604 0 26982 0 252294 0 Rick C Spiel Executive VP-Chief Financial Officer 165413 0 0 0 0 0 13603 0 20878 0 199894 0 X 44 654903 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 members, 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 IX, Line 11g Data Processing Form 990, Part XI, Line 9 Gain on Donor Designated Pledges: $130,445; Change in Temporarily Restricted Net Assets: $172,352; Change in Value of Beneficial Interest Assets Held by Others: $28,574 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 $463,341. Of that contribution, $213,664 is the transfer of earnings from individual board designated funds to fulfill campaign pledges. The remaining $249,677 is the contribution from the related organization for the year recorded in part VIII of the Form 990.