2020-11-13T11:50:57-07:00 2019-12-31 420714325 RSM US LLP 8020 Excelsior Drive Ste 100 Madison WI 53717 990 2019-01-01 390817532 UNITED WAY OF DANE COUNTY INC UNIT 6082464350 2059 Atwood Ave Madison WI 53704 Renee Moe Salus President & CEO 6082458071 2020-11-13 1 James Graham P00006111 6088295443 2020-11-13 2019 2022-09-23 18:48:47Z Renee Moe Salus 2059 Atwood Ave Madison WI 53704 22894301 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. 37 37 144 8700 0 0 22199111 21852761 0 0 77780 106643 -26510 -31038 22250381 21928366 15384508 15187159 0 0 4982024 5120025 0 0 2057904 1699868 1715959 22066400 22023143 183981 -94777 22950325 22529692 5375083 5220789 17575242 17308903 Unite the community to achieve measurable results and change lives. 0 0 3905931 3133336 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 socio-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. During the 2018-2019 school year 3,312 sixth graders were screened for behavioral health issues and 331 were referred and treated. In addition, 3,775 students received mental health support and treatment through partnerships with Agrace, Canopy Center, Catholic Charities, Children's Hospital - Community Services Division (Children's Service Society of WI), East Madison Community Center, Family Services Madison, and Hancock Center for Dance/Movement Therapy. In 2019, 3,178 elementary school students received sealants and preventive oral health care through the Celebrate Smiles program. United Way of Dane County's HealthConnect premium assistance program managed total payments of over $1.6 million that enabled over 940 low-income individuals (with household income of 100-150% of FPL) to be insured by paying their 2019 premiums for plans purchased through the Health Insurance Marketplace. 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. 3256108 2612049 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 2018-2019 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. The 6-year Dane County Graduation Rate for 2017-18 is 92%, up from 87.8% in 2013, while Black and Latinx 6-year rates are now 86.5% and 86.9% compared to 67% and 75% in 2012. 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, Literacy Network, Lussier Community Education Center, Nehemiah, , Simpson Street Free Press, the Urban League of Greater Madison, and Vera Court Neighborhood Center, and the YWCA of Madison. 3191878 2560524 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 2019: (1) 546 families were stability housed and 1,190 children remained in the same school through our Rapid Rehousing and Decreased School Mobility programs, (2) 45 families were stably housed in our Housing First programs eliminating their time in shelter and improving potential for their children's' school success, (3) 1,500 families were provided housing case management in 2019, addressing root causes of their homelessness, (4) Affordable Housing Fund (AHF) established within the United Way of Dane County Foundation to promote development of more affordable housing units in Dane County. The first loan in 2019 was made to Madison Development Corporation for a 44-unit apartment complex on East Washington Avenue that will open in 2020. 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. 2709898 2173879 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 171 young children, and their families, in 2019. 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 KinderReady. In 2019, 88% of the children were 4K ready. Additionally, in 2019, 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. The Dolly Parton's Imagination Library program increased children's exposure to age-appropriate books through monthly mailing of over 100,000 books to 6,400 enrolled children in 2019. 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. 2358296 1891824 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 the (2) Journey Home Initiative. The HIRE initiative is designed to place people in 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 2019, 518 people hired with 306 getting a job earning $15 an hour or more. Since 2013, 2,965 participants have found employment including 842 (29%) at $15+/hr. The HIRE partners who prepared 42 individuals for their high school diploma and teach employability skills in 2019 are Literacy Network, and Vera Court. Our HIRE partners who taught employability skills and provided employment training and placement to 805 participants in 2019 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 596 individuals including 65 individuals who received intensive one-to one service. In 2019, Journey Home only had 11% 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. 2132002 1710291 0 Corporate & Community Engagement - 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 2019 Over 35,000 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 2019, United Way 2-1-1 received 48,791 calls for help in areas including food, rent utilities, support groups, health and dental services, employment and much more. 2-1-1 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. 1377783 1105256 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 chosen to 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 (ADE) 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 2019, in partnership with the Wisconsin Pharmacy Quality Collaborative and UW Health Clinics in Dane County, we provided 225 comprehensive medication reviews to older adults. The Safe at Home program (a partnership with Home Health United) provided 255 high fall risk low-income older adults with in-home assessments of their physiological limitations and hazards. Most importantly, the fall rate for our participants post-assessment was 18.53% compared to the national average of 33% for seniors. In addition, 255 participants received 339 adaptive equipment items which lead to a 68% increase in compliance 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, BriarPatch Youth Services, Epilepsy Foundation Heart of Wisconsin, Goodman Community Center, Madison Metropolitan School District, NAMI Dane County and Porchlight. 8577979 6881250 0 18931896 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 28 0 1 144 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 37 37 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 WI X X X Rick C Spiel United Way of Dane County Inc 6082464352 2059 Atwood Ave Madison WI 53704 Renee Moe President/CEO 41 4 X 193391 0 46951 Rick C Spiel Executive VP-Chief Financial Officer 41 1 X 142197 0 36010 Len Devaisher Executive Vice President of Resource Development 40 0 X 104747 0 3165 Fritz Grutzner Board Chair 1 1 X X 0 0 0 Ryan E Behling Board Vice Chair 1 0 X X 0 0 0 Gloria Ladson-Billings Board Secretary 1 0 X X 0 0 0 Greg Dombrowski Board 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 Dave Beck-Engel Board Member 1 0 X 0 0 0 Jacquelyn Boggess Board Member 1 0 X 0 0 0 Dave Branson Board Member 1 0 X 0 0 0 Corey Chambas Board Member 1 0 X 0 0 0 Bryan Chan Board Member 1 0 X 0 0 0 Dr Jennifer Cheatham Board Member 1 0 X 0 0 0 Kevin Conroy Board Member 1 0 X 0 0 0 Dr Jack Daniels III 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 Fabiola Hamdan Board Member 1 0 X 0 0 0 Michael Hamerlik Board Member 1 0 X 0 0 0 John Humenik 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 Doug Keillor Board Member 1 0 X 0 0 0 Mark Koehl 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 Barbara Nichols Board Member 1 0 X 0 0 0 Dave Orr Board Member 1 0 X 0 0 0 Susan Riseling Board Member 1 0 X 0 0 0 Mary Romolino 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 440335 0 86126 3 0 1 0 0 637527 0 535355 193955 693232 19792692 490821 21852761 0 109533 0 0 109533 0 0 0 0 0 0 0 0 62779 0 76552 0 -13773 0 -13773 0 0 -13773 624411 0 627301 0 -2890 0 -2890 0 0 -2890 161236 535355 257381 -96145 0 -96145 10392 4701 5691 0 0 5691 0 0 0 0 0 0 73189 0 0 73189 73189 21928366 0 0 75605 15187159 15187159 0 0 0 0 0 0 526462 299835 71121 155506 0 0 0 0 3510743 1980300 481698 1048745 152126 78446 27288 46392 626252 313099 115846 197307 304442 166432 46554 91456 0 0 0 0 0 0 0 0 29950 0 29950 0 0 0 0 0 0 0 0 0 0 0 138810 89344 13676 35790 197583 101975 25670 69938 148330 144680 1076 2574 44510 28678 6101 9731 0 0 0 0 171039 64447 43872 62720 68403 40260 11158 16985 0 0 0 0 54144 23925 17901 12318 0 0 0 0 219208 98161 42000 79047 145951 60209 23250 62492 12339 5721 2303 4315 Data Processing 319306 152520 54729 112057 Postage and Shipping 52821 41521 5999 5301 Membership Dues 30497 13657 5843 10997 83068 41527 7308 34233 22023143 18931896 1033343 2057904 250 250 8428864 8657989 9660589 9462317 1419875 1154806 0 0 0 0 0 0 0 0 289913 154744 5318856 3152163 2202011 2166693 4257 25630 922013 882514 0 0 0 0 22553 24749 22950325 22529692 233941 352802 4894727 4578002 0 0 0 0 0 0 0 0 0 0 0 0 246415 289985 5375083 5220789 X 4867109 5070460 12708133 12238443 17575242 17308903 22950325 22529692 X -94777 176497 0 0 0 -348059 X 0 1 X 1 0 X 22593973 21629481 21738426 22199111 21852761 110013752 0 0 0 0 0 0 0 0 0 0 0 0 22593973 21629481 21738426 22199111 21852761 110013752 4977062 105036690 99759 100076 142889 136259 172312 651295 0 0 0 0 0 0 86593 101204 80429 72722 73189 414137 111079184 0 0.94560 0.96195 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 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 6722748 1129427 -109069 0 322085 0 7421021 0.927 0 0.073 0 1 1 0 127593 127593 0 3638017 1769637 1868380 0 9645 8980 665 0 1088994 984957 104037 0 454607 388589 66018 2166693 0 Deferred Compensation 289985 289985 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 $289,985 at December 31, 2019. 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 623115 535355 87760 0 383 406 3296 0 134693 Sponsored Advertising 23500 0 23500 0 0 0 0 0 49499 9 49976 0 49976 0 2612 15425 32619 3725 14723 696591 535355 161236 0 2995 15831 35915 3725 198915 257381 -96145 1 100 Black Men of Madison PO Box 787 Madison WI 53701 391803848 501c3 32348 Program Operating Cost/Donor Designation for General Support Access Community Health Centers 3434 E Washington Ave Madison WI 53704 391391134 501c3 272302 Program Operating Cost/Donor Designation for General Support Access to Community Services Special Olympics WI 2310 Crossroads Dr Suite 1000 Madison WI 53718 391485069 501c3 40422 Donor Designation for General Support Access to Independence 301 S Livingston St Ste 200 Madison WI 53703 391240200 501c3 19516 Program Operating Cost/Donor Designation for General Support Agrace HospiceCare 5395 E Cheryl Pkwy Fitchburg WI 53711 391319537 501c3 110963 Program Operating Cost/Donor Designation for General Support AIDS Resource Center of Wisconsin Inc 600 Williamson St Ste H Madison WI 53703 391534049 501c3 22399 Program Operating Cost/Donor Designation for General Support American Heart Association 2850 Dairy Dr Ste 300 Madison WI 53718 135613797 501c3 191362 Donor Designation for General Support American Red Cross Badger Chapter PO Box 5905 Madison WI 53705 390806193 501c3 54587 Program Operating Cost/Donor Designation for General Support America's Best Charities 1100 Larkspur Landing Circle Suite 340 Larkspur CA 94939 943067804 501c3 116718 Donor Designation for General Support America's Charities 14150 Newbrook Drive Suite 110 Chantilly VA 20151 541517707 501c3 55037 Donor Designation for General Support ARC Community Services 2001 W Beltline Hwy Ste 102 Madison WI 53713 510163796 501c3 48834 Program Operating Cost/Donor Designation for General Support Badger Prairie Needs Network 1200 E Verona Ave Verona WI 53593 451159288 501c3 8661 Donor Designation for General Support Big Brothers Big Sisters of Dane County 2059 Atwood Ave Madison WI 53704 391077783 501c3 166136 Program Operating Cost/Donor Designation for General Support Boy Scouts of America PO Box 14135 Madison WI 53708 391417416 501c3 21098 Donor Designation for General Support Boys & Girls Club of Dane County 2001 Taft St Madison WI 53713 391925617 501c3 181744 Program Operating Cost/Donor Designation for General Support Briarpatch Youth Services Inc 1955 Atwood Avenue Madison WI 53704 391391737 501c3 221436 Program Operating Cost/Donor Designation for General Support Canopy Center 2120 Fordem Ave Ste 110 Madison WI 53704 510211908 501c3 53222 Program Operating Cost/Donor Designation for General Support Catholic Charities Diocese of Madison PO Box 46550 Madison WI 53744 390807067 501c3 686716 Program Operating Cost/Donor Designation for General Support Centro Hispano of Dane County 810 W Badger Rd Madison WI 53713 930844812 501c3 237884 Program Operating Cost/Donor Designation for General Support Children's Service Society of Wisconsin 1716 Fordem Ave Madison WI 53704 390806380 501c3 283476 Program Operating Cost/Donor Designation for General Support Clean Lakes Alliance 150 E Gilman St Ste 2600 Madison WI 53703 273917243 501c3 6461 Donor Designation for General Support Colonial Club 301 Blankenheim Ln Sun Prairie WI 53590 237071027 501c3 54240 Program Operating Cost/Donor Designation for General Support Community Action Coalition for South Central WI 1717 N Stoughton Rd Madison WI 53704 391053827 501c3 294713 Program Operating Cost/Donor Designation for General Support Community Coordinated Child Care (4C) in Dane Co PO Box 45320 Madison WI 53744 391165742 501c3 254379 Program Operating Cost/Donor Designation for General Support Community Groundworks 3601 Memorial Dr Ste 4 Madison WI 53703 392024302 501c3 54000 Donor Designation for General Support Community Health Charities of Wisconsin PO Box 75153 Baltimore MD 212755083 391261126 501c3 860925 Donor Designation for General Support Community Shares of Wisconsin 612 W Main St Ste 200 Madison WI 53703 391172378 501c3 347718 Donor Designation for General Support Dane County Humane Society 5132 Voges Rd Madison WI 53718 390806335 501c3 178657 Donor Designation for General Support Deerfield Community Center PO Box 404 Deerfield WI 53531 391899306 501c3 14433 Donor Designation for General Support DeForest Area Community and Senior Center 505 N Main St DeForest WI 53532 391371808 501c3 31849 Program Operating Cost/Donor Designation for General Support Domestic Abuse Intervention Services PO Box 1761 Madison WI 53701 391268238 501c3 230433 Program Operating Cost/Donor Designation for General Support EarthShare PO Box 424011 Washington DC 20042 521601960 501c3 123674 Donor Designation for General Support East Madison Community Center 8 Straubel Ct Madison WI 53704 391941839 501c3 44203 Program Operating Cost/Donor Designation for General Support Edgewood High School 2219 Monroe St Madison WI 53711 391299613 501c3 10804 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 34292 Donor Designation for General Support Epilepsy Foundation - South Central Wisconsin 1302 Mendota Street 100 Madison WI 53714 391370658 501c3 25205 Program Operating Cost/Donor Designation for General Support Families & Schools Together 2801 International Ln Ste 212 Madison WI 53704 391895298 501c3 17828 Program Operating Cost/Donor Designation for General Support Family Service 128 E Olin Ave Ste 100 Madison WI 53713 390806186 501c3 75523 Program Operating Cost/Donor Designation for General Support Friends of Madison School & Community Recreation 3802 Regent St Madison WI 53705 392034615 501c3 6469 Donor Designation for General Support Friends of Wil-Mar Neighborhood Center 953 Jenifer St Madison WI 53703 391796793 501c3 6177 Donor Designation for General Support Gilda's Club of Madison 7907 UW Health Court Middleton WI 53562 061662883 501c3 36679 Donor Designation for General Support Girl Scouts of Badgerland Council 2710 Ski Ln Madison WI 53713 390806331 501c3 9684 Donor Designation for General Support Global Impact PO Box 409616 Atlanta GA 30384 521273585 501c3 155268 Donor Designation for General Support Goodman Community Center 149 Waubesa St Madison WI 53704 391919172 501c3 115960 Program Operating Cost/Donor Designation for General Support Greater Twin Cities United Way 404 South Eighth St Minneapolis MN 55404 411973442 501c3 26596 Donor Designation for General Support Habitat for Humanity of Dane County PO Box 258128 Madison WI 53725 391592769 501c3 92670 Program Operating Cost/Donor Designation for General Support Hancock Center for Movement Arts & Therapies 16 N Hancock St Madison WI 53703 391443008 501c3 25701 Program Operating Cost/Donor Designation for General Support Henry Vilas Zoological Society 606 S Randall Ave Madison WI 53716 396077008 501c3 17706 Donor Designation for General Support Holsey Chapel ICM Church 1001 S 14th St St Joseph MO 64503 464493114 501c3 8600 Donor Designation for General Support Home Health United Xtra Care 4639 Hammersley Road Madison WI 53711 391539827 501c3 164582 Program Operating Cost/Donor Designation for General Support Hunger Relief Fund Wisconsin 201 S Hawley Ct Milwaukee WI 53214 391345847 501c3 85662 Donor Designation for General Support Independent Living 815 Forward Dr Madison WI 53711 391186642 501c3 109603 Program Operating Cost/Donor Designation for General Support Jewish Social Services of Madison 6434 Enterprise Ln Madison WI 53719 391300430 501c3 111968 Program Operating Cost/Donor Designation for General Support Journey Mental Health Center 625 W Washington Ave Madison WI 53703 390806445 501c3 178944 Program Operating Cost/Donor Designation for General Support Junior Achievement Dane County 2501 West Beltline Hwy co WIPFLI Ste 401 Madison WI 53713 390826295 501c3 10191 Donor Designation for General Support Kennedy Heights Community Center 199 Kennedy Heights Madison WI 53704 391519846 501c3 42084 Program Operating Cost/Donor Designation for General Support Literacy Network 1118 S Park St Madison WI 53715 510180488 501c3 246992 Program Operating Cost/Donor Designation for General Support LUCES - Latinos United for College Education Scholarship PO Box 14402 Madison WI 53708 452699928 501c3 5619 Donor Designation for General Support Luke House 310 S Ingersoll St Madison WI 53703 391504050 501c3 5698 Donor Designation for General Support Lussier Community Education Center 55 S Gammon Rd Madison WI 53717 391938173 501c3 26723 Program Operating Cost/Donor Designation for General Support Lutheran Social Services of WI & Upper Michigan 6314 Odana Rd Madison WI 53719 390816846 501c3 10464 Donor Designation for General Support Madison Metropolitan School District 545 W Dayton St Madison WI 53703 396003202 170c 314431 Program Operating Cost Madison-Area Urban Ministry 2300 S Park St Ste 5 Madison WI 53713 237298482 501c3 300422 Program Operating Cost/Donor Designation for General Support Marshfield Clinic Research Foundation 1000 N Oak Ave F1C Marshfield WI 54449 390452970 501c3 8100 Program Operating Cost McFarland Youth Center PO Box 362 McFarland WI 53558 611500763 501c3 11068 Donor Designation for General Support Middleton Outreach Ministry 7432 Hubbard Ave Middleton WI 53562 391484945 501c3 91040 Program Operating Cost/Donor Designation for General Support Mile High United Way 711 Park Ave W Denver CO 80205 840404235 501c3 17471 Donor Designation for General Support NAMI Dane County 2059 Atwood Ave Madison WI 53704 391270706 501c3 46861 Program Operating Cost/Donor Designation for General Support Nehemiah Community Development Corp PO Box 9861 Madison WI 53715 391736091 501c3 62799 Program Operating Cost/Donor Designation for General Support NewBridge Madison 128 E Olin Ave Madison WI 53713 391211331 501c3 110899 Program Operating Cost/Donor Designation for General Support Neighbor to Nation co Sun Trust Bank 1000 Stewart Ave Lock Box 79991 Glen Burnie MD 21061 541879282 501c3 17284 Donor Designation for General Support Operation Fresh Start 1925 Winnebago St Madison WI 53704 237108090 501c3 110346 Program Operating Cost/Donor Designation for General Support Oregon Youth Center 110 N Oak St Oregon WI 53575 471988801 501c3 9565 Donor Designation for General Support Peace Lutheran Church 1007 Stonehaven Dr Sun Prairie WI 53590 391148940 501c3 8124 Donor Designation for General Support Pharmacy Society of Wisconsin 701 Heartland Tr Madison WI 53717 390714490 501c6 35078 Program Operating Cost Porchlight 306 N Brooks St Madison WI 53715 391579521 501c3 312115 Program Operating Cost/Donor Designation for General Support Rainbow Project 831 E Washington Ave Madison WI 53703 391422626 501c3 99565 Program Operating Cost/Donor Designation for General Support Reach Dane 2096 Red Arrow Trl Madison WI 53711 391418945 501c3 22072 Program Operating Cost/Donor Designation for General Support RISE Wisconsin 2120 Fordem Ave Madison WI 53704 912064768 501c3 1147585 Program Operating Cost/Donor Designation for General Support Ronald McDonald House 2716 Marshall Ct Madison WI 53705 391655790 501c3 43894 Donor Designation for General Support Safe Communities of Madison and Dane County PO Box 6652 Madison WI 53716 392010839 501c3 18903 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 9151 Donor Designation for General Support Sankofa Behavioral & Community Health 1955 W Broadway Suite 105 Monona WI 53713 800906744 501c3 25000 Program Operating Cost Sauk-Prairie United Way PO Box 122 Prairie Du Sac WI 53578 391318028 501c3 6521 Donor Designation for General Support Sciart Services 3843 Manito Ct Middleton WI 53562 814438190 501c3 8944 Donor Designation for General Support Second Harvest Foodbank of Southern WI 2802 Dairy Drive Madison WI 53718 391490691 501c3 236936 Program Operating Cost/Donor Designation for General Support Simpson Street Free Press PO Box 6307 Monona WI 53716 391882258 501c3 40319 Program Operating Cost/Donor Designation for General Support Society of St Vincent de Paul 1109 Jonathon Dr Madison WI 53713 390824876 501c3 21420 Donor Designation for General Support St Paul University Catholic Foundation 723 State St Madison WI 53703 208844817 501c3 6450 Donor Designation for General Support Stoughton Area Resource Team 248 W Main St Stoughton WI 53589 412076251 501c3 29618 Program Operating Cost/Donor Designation for General Support Sunshine Place 18 Rickel Rd Sun Prairie WI 53590 205398498 501c3 48028 Program Operating Cost/Donor Designation for General Support The Aly Wolff Foundatio 2022 Uphoff Rd Cottage Grove WI 53527 464707392 501c3 26230 Donor Designation for General Support The River Food Pantry 2201 Darwin Rd Madison WI 53704 204179749 501c3 43778 Donor Designation for General Support The Road Home 128 E Olin Ave Ste 202 Madison WI 53713 311618925 501c3 386513 Program Operating Cost/Donor Designation for General Support The Salvation Army of Dane County 630 E Washington Ave Madison WI 53703 362167910 501c3 233962 Program Operating Cost/Donor Designation for General Support Three Gaits PO Box 153 Oregon WI 53575 391472538 501c3 28719 Donor Designation for General Support Triangle Community Ministry 755 Braxton Place Apt B109 Madison WI 53715 391425047 501c3 15928 Program Operating Cost/Donor Designation for General Support United Community Fund - Columbus WI PO Box 343 Columbus WI 53925 396050167 501c3 9754 Donor Designation for General Support United Way of Blackhawk Region 205 N Main St Ste 101 Janesville WI 53545 396006734 501c3 5041 Donor Designation for General Support United Way of Dane County Foundation 2059 Atwood Ave Madison WI 53704 391763471 501c3 144941 Donor Designation for General Support United Way of Greater Milwaukee & Waukesha County 225 W Vine St Milwaukee WI 53212 390806190 501c3 22403 Donor Designation for General Support United Way of Greater St Joseph 118 S Fifth St Sain Joseph MO 64501 440547802 501c3 79496 Donor Designation for General Support United Way of Greater St Louis 910 N 11th St St Louis MO 63101 430714167 501c3 7388 Donor Designation for General Support United Way of Green County Inc PO Box 511 Monroe WI 53566 396060531 501c3 8433 Donor Designation for General Support University of Wisconsin Foundation 1848 University Ave Madison WI 53726 390743975 501c3 8600 Donor Designation for General Support Urban League of Greater Madison 2222 S Park St Ste 200 Madison WI 53713 391098146 501c3 427733 Program Operating Cost/Donor Designation for General Support UW Hillel Foundation 611 Langdon St Madison WI 53703 392035142 501c3 33200 Donor Designation for General Support Valley of the Sun United Way 3200 E Camelback Rd Ste 375 Phoeniz AZ 85018 860104419 501c3 19658 Donor Designation for General Support Vera Court Neighborhood Center 614 Vera Ct Madison WI 53704 391945609 501c3 219702 Program Operating Cost/Donor Designation for General Support Wisconsin Academy for Graduate Service Dogs 1338 Dewey Ct Madison WI 53703 391626569 501c3 27307 Donor Designation for General Support Wisconsin Association for Environmental Education PO Box 418 Stevens Point WI 54481 202042476 501c3 33339 Donor Designation for General Support Wisconsin Equal Justice Fund PO Box 475 Wausau WI 54402 391904737 501c3 10071 Donor Designation for General Support YMCA of Dane County 8001 Excelsior Dr Ste 200 Madison WI 53717 390806253 501c3 18051 Program Operating Cost/Donor Designation for General Support YWCA of Madison 101 E Mifflin Street Madison WI 53703 390806303 501c3 1237716 Program Operating Cost/Donor Designation for General Support 114 1 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 to 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 193391 0 0 0 0 0 16460 0 30491 0 240342 0 0 0 Rick C Spiel Executive VP-Chief Financial Officer 142197 0 0 0 0 0 11747 0 24263 0 178207 0 0 0 X 52 490821 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 XI, Line 9 Gain on Donor Designated Pledges: $121,628; Change in Temporarily Restricted Net Assets: ($469,690.00) 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 $481,897. Of that contribution, $287,942 is the transfer of earnings from individual board designated funds to fulfill campaign pledges. The remaining $193,955 is the contribution from the related organization for the year recorded in Part VIII of the Form 990.