2016-08-12T17:07:46-07:00 2015-12-31 420714325 RSM US LLP 8020 Excelsior Drive Ste 100 Madison WI 53717 990 2015-01-01 390817532 UNITED WAY OF DANE COUNTY INC UNIT 6082464350 PO Box 7548 Madison WI 537077548 Renee Moe President 6082458071 2016-08-12 1 James Graham P00006111 6088295443 2016-08-12 2015 2016-09-27 15:27:22Z Renee Moe PO Box 7548 Madision WI 53707 25319492 0 X UnitedWayDaneCounty.org X 1951 WI United Way of Dane County fights for the education, financial stability, and health of everyone in Dane County. We are committed to the vision of a Dane County where everyone can succeed in school, work and life. To facilitate this, we follow 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. By targeting specific goals and forging partnerships, United Way is tackling the root causes of critical local issues and achieving real, measurable results for children & education, housing for struggling families, independence for seniors and more. Through strategic partnerships and collaborative work, we are bringing the many voices of Dane County around a neutral table 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 34 141 10370 0 0 20798486 22593973 0 0 40243 26747 63189 48192 20901918 22668912 15799423 16925498 0 0 4074996 4265677 0 0 2033213 1306949 1504762 21181368 22695937 -279450 -27025 25661914 25719895 5814419 6171353 19847495 19548542 Unite the community to achieve measurable results and change lives. 0 0 6296452 5421710 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 visitation, (2) Play and Learn and (3) developmental screening. We served 286 young children, and their families, with home visiting in 2015. Home Visitation is in-home education and support to low-income parents of young children facing multiple risk factors to help them nurture their children. Our home visitation programs include the Parent-Child Home Program, Welcome Baby, and KinderReady. In 2015, 90% of the children who graduated from the Parent-Child Home Program had skills that were Kindergarten Ready. We served 1,002 children and 821 caregivers at 17 Play and Learns sites in 2015. Play and Learn sessions are weekly early childhood and parent enrichment programs that model for parents how to be their children's first teacher. The Ages and Stages Questionnaire was administered in all home visitation and Play and Learn programs as well as through community partners. Our lead partners on these three Born Learning initiatives include Access Community Health Centers, Center for Families, Children's Hospital - Community Services Division, and Community Coordinated Child Care. Academic Success goal: "Students succeed academically and graduate from high school, regardless of race. 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 2020, with an interim goal of 93.2% by 2016. To help all children succeed in school, the Schools of Hope literacy tutoring mobilized 401 volunteers and a team of 24 AmeriCorps members to tutor 1,750 students at elementary schools in Madison, Middleton/Cross Plains and Sun Prairie in the 2015-2016 school year. Centro Hispano is the lead agency partner on elementary tutoring. To address summer reading loss, also called the "summer slide," we provided 418 low-income students with 5 self-selected books during the summer of 2015. The result: more than 75% of students maintained or increased their reading levels compared to 49% in summer school but not in the program. We are also working to help middle and high school students succeed in school and life. In the 2015-2016 school year our middle school tutoring initiative engaged 473 volunteers to tutor 948 students in literacy and math in the Madison, Sun Prairie and Oregon schools. Urban League of Greater Madison is the lead agency partner on middle school tutoring. Our high school tutoring program, Achievement Connections, recruited 191 volunteers, as well as a team of 27 AmeriCorps members, to tutor 152 students in the Madison and Middleton schools in Algebra and Geometry in the 2015-2016 school year. Recognizing that students learn best when supported by their parents, more than 600 parents attended programs we organized to model strategies to help children be successful in school. In addition, we partnered with neighborhood, community and school-based programs to promote academic achievement and engagement and success in school, work and life for more than 4,412 youth, including 100 Black Men of Madison, Big Brother Big Sisters, Boys and Girls Club, Briarpatch Youth Services, Centro Hispano, East Madison Community Center, Goodman Community Center, Kennedy Heights Neighborhood Center, Literacy Network, Lussier Community Education Center, Madison Schools and Community Recreation, McFarland Community Center, Salvation Army, Simpson Street Free Press, the Urban League of Greater Madison, Vera Court, the Worker Center and the YWCA of Madison. 3319373 2858225 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, (2) providing access to physical health services, and (3) providing access to dental 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 2015-2016 school year 2,584 sixth graders were screened for behavioral health issues and referred as needed for treatment. The FACE-Kids program conducted 134 behavioral health groups for 854 students in 50 schools and 4 off-site locations in 9 Dane County school districts. In addition, more than 3,400 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 2015, through United Way's support, 3,055 children received preventive and/or restorative dental care through school and community based partnerships. 1,875children ages five and under received a well-child exam during the year, 120 children with ADHD received medical and mental health care and monitoring in a primary care setting, and 932 diabetics improved the management of their disease as a result of being connected with a community-based medical home. United Way of Dane County's HealthConnect premium assistance program managed total payments of $1 million that allowed 1,351 low-income individuals to become or remain insured by paying their 2015 premiums for 1,074 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. 3193712 2750022 0 Safe Community Strong Neighborhoods goals are: "There is a reduction in violence toward individuals and families" and "More people are on pathways out of poverty." We have two main strategies in this area" (1) the HIRE Education Employment Initiative and the (2) Journey Home program. The HIRE initiative keeps our community safe and people on pathways out of poverty by helping them complete a high school diploma, improve their employment and life skills, as well as train for and secure new or improved employment .employment. The initiative began in April of 2013. In 2015 since that time, we were able to help 13people get a diploma, 469 people find employment, 65 people found jobs earning $15 an hour or more and 246 people have received a promotion. Our HIRE partners who prepare individuals for their high school diploma and teach employability skills are Literacy Network, Omega School, and Vera Court. Our HIRE partners who teach employability Skills and provide employment training and placement 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. In 2015, Journey Home provided services for 650 individuals (221 individuals were interviewed for services), including intensive one-to one services to 79 individuals, only four of whom returned to prison. In 2015, Journey Home participants are returning to prison at a rate of 5.1% ; 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 19% (in 2012). 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 safe include American Red Cross, ARC Community Services, Canopy Center, Centro Hispano, Domestic Abuse Intervention Services, Family Services, Rainbow Project, Youth Services of South-central Wisconsin, and the YWCA of Madison. 2900481 2497528 0 United Way engages our community, mobilizes volunteers, and strengthens local nonprofits to achieve measurable results and change lives. Our volunteer engagement goal is "To increase volunteerism to 800,000 hours in Agenda for Change programs to accelerate results." 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 2015, volunteers provided over 437,000 hours of volunteer service dedicated to advancing the Agenda for Change. Nearly 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 2015, 435 agency staff and board members participated in our training programs. In 2015, United Way 2-1-1 received over 41,000 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. 2-1-1 continued to be a key partner in the implementation of our HealthConnect initiative (see Healthy for Life section above). Over 9,000 callers were offered preventative healthcare resources through 2-1-1. 2698872 2323928 0 Basic Needs goal: "There is a decrease in family homelessness." We have four primary strategies to reduce family homelessness and the number of children in shelter by 50% in Dane County in 2015: (1) provide quality housing case management and eviction prevention, (2) increase financial literacy, (3) increase access to food, and (4) provide direct access to housing through Housing First. Among the results of our work in 2015: (1) 2,330 families and individuals received case management to remain stably housed, (2) 3,401 tax filers were assisted in filing state and federal taxes yielding $3,790,546 in tax refunds, of which $1,515,179 were from Earned Income Tax Credits (EITC) to low-income individuals and families and 1,467 households learned financial literacy skills, (3) 8.7 million pounds of food or were distributed to 158,000 households, and (4) 170 families were stably housed in our Housing First programs eliminating their time in shelter and improving potential for their children's' school success. In 2015 we also developed and implemented a Housing Locator program to increase relationships with area landlords and decrease the time families spend looking for apartments. Lead partners in this work include the Community Action Coalition for South-central Wisconsin, Domestic Abuse Intervention Services, the Financial Education Center, and Habitat for Humanity, Porchlight, The Road Home, Second Harvest of Southern Wisconsin, and YWCA of Madison, city of Madison and Dane County Housing Authorities. 1247378 1074085 0 Self-Reliance and Independence goal: "Seniors and people with disabilities are able to stay in their homes." To achieve our goal to reduce the rate of emergency room visits and hospitalizations of older adults in Dane County caused by adverse drug events and falls by 15% by 2015 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 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 2015, in partnership with the Wisconsin Pharmacy Quality Collaborative, we provided 150 comprehensive medication reviews to older adults, whose average age was 78. The Safety Assessments for the Elderly (S.A.F.E.) at Home program (a partnership with Home Health United) provided 220 high fall risk low-income seniors with in-home assessments of their physiological limitations and hazards. The average age of a participant is 82 with a median age of 86. Out of these assessments came 695 recommendations. Most importantly, the fall rate for our participants post-assessment was 18.49% compared to the national average of 50% for seniors over 80 years old. In addition, we supported a variety of important falls prevention programs for 255 seniors ages 65 and older in 2015, such as Exercise and Balancing Classes, Walking Club, Stretch and Strength and Tai Chi. Our partner agencies on these programs include Goodman Community Center and North/Eastside Senior Coalition. We also support case management, nutrition, transportation, caregiving and personal care programs for more than 3,000 seniors. Partner agencies 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, South Madison Coalition of the Elderly, Vera Court, and West Madison Senior Coalition. In 2015, we aligned our disabilities portfolio with a plan to help youth with emotional and behavioral disorders transition successfully from high school to postsecondary education and/or employment. This plan is referred to as Youth Transition and three new programs were piloted from this plan. 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, Goodman Community Center, Madison Metropolitan School District, NAMI Dane County and Porchlight. 6846731 5895541 0 19656268 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 1 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 17 0 1 141 1 0 0 0 0 0 1 1 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 Rick C Spiel United Way of Dane County Inc 6082464352 2059 Atwood Ave Madison WI 53704 X Richard M Lynch Board Chair 1 1 X X 0 0 0 Darrell Bazzell Board Vice Chair 1 0 X X 0 0 0 Ryan E Behling Board Secretary/Treasurer 1 0 X X 0 0 0 Marcia Anderson Board Member 1 0 X 0 0 0 Julia Arata-Fratta Board Member 1 0 X 0 0 0 Anna Marie Burish Board Member 1 0 X 0 0 0 Bryan Chan Board Member 1 0 X 0 0 0 Jennifer Cheatham Board Member 1 0 X 0 0 0 Dr Jack Daniels III Board Member 1 0 X 0 0 0 Menatu Maaneb de Macedo Board Member 1 0 X 0 0 0 Greg Dombrowski Board Member 1 0 X 0 0 0 Dan Frazier Board Member 1 0 X 0 0 0 Enid Glenn Board Member 1 0 X 0 0 0 Brenda Gonzalez Board Member 1 0 X 0 0 0 Fritz Grutzner Board Member 1 0 X 0 0 0 Kevin Gundlach Board Member 1 0 X 0 0 0 Mike Hamerlik Board Member 1 0 X 0 0 0 Patricia Kampling Board Member 1 0 X 0 0 0 Donna Katen-Bahensky Board Member 1 0 X 0 0 0 Gretchen R Lowe Board Member 1 0 X 0 0 0 Nick Meriggioli Board Member 1 0 X 0 0 0 Deirdre A Morgan Board Member 1 0 X 0 0 0 Michael L Morgan Board Member 1 0 X 0 0 0 Barbara Nichols Board Member 1 0 X 0 0 0 Rajesh Rajaraman Board Member 1 0 X 0 0 0 Dan Rashke Board Member 1 0 X 0 0 0 Susan Riseling Board Member 1 0 X 0 0 0 Anne E Ross Board Member 1 0 X 0 0 0 John Humenik Board Member 1 0 X 0 0 0 Jack C Salzwedel Board Member 1 0 X 0 0 0 Dave K Stark Board Member 1 0 X 0 0 0 Tim J Sullivan Board Member 1 0 X 0 0 0 Karen E Timberlake Board Member 1 0 X 0 0 0 Gary Wolter Board Member 1 0 X 0 0 0 Leslie Ann Howard CEO 41 4 X 223435 0 40837 Renee Moe President 40 0 X 127727 0 41537 Rick C Spiel Executive VP-Chief Financial Officer 41 4 X 127337 0 35718 Deedra Atkinson Senior VP of Community Impact 40 0 X 134383 0 13026 612882 0 131118 4 0 1 0 0 938899 0 559747 192226 719913 20183188 1297300 22593973 0 44098 0 0 44098 0 0 0 0 0 0 0 0 55661 0 95610 0 -39949 0 -39949 0 0 -39949 2148897 0 2166248 0 -17351 0 -17351 0 0 -17351 312798 559747 374573 -61775 0 -61775 77472 14149 63323 0 0 63323 0 0 0 0 0 0 Other Miscellaneous Revenue 900099 86593 86593 0 0 0 0 0 0 86593 22668912 86593 0 -11654 16925498 16925498 0 0 0 0 0 0 805696 412505 124880 268311 0 0 0 0 2554206 1301868 401923 850415 168080 74362 32432 61286 489583 209474 97241 182868 248112 122548 38351 87213 0 0 0 0 0 0 0 0 34000 0 34000 0 0 0 0 0 0 0 0 0 0 0 124941 21000 58108 45833 242746 105955 21084 115707 23401 21100 294 2007 32215 16393 6417 9405 0 0 0 0 152706 55252 37073 60381 106167 68163 16916 21088 0 0 0 0 59031 25959 25362 7710 0 0 0 0 180829 81704 32019 67106 152614 68393 24491 59730 7273 3286 1288 2699 Data Processing 219356 102192 33547 83617 Postage and shipping 29171 5026 5186 18959 Membership dues 26885 12148 4760 9977 113427 23442 11084 78901 22695937 19656268 1006456 2033213 250 250 9441359 9213962 11841488 11154630 755960 1633076 0 0 0 0 0 0 0 0 140843 231245 5062568 2489637 2551385 2572931 10031 33834 913743 865696 0 0 0 0 6855 14271 25661914 25719895 459437 531566 5162582 5428492 0 0 0 0 0 0 0 0 0 0 0 0 192400 211295 5814419 6171353 X 4422744 4480430 15424751 15068112 0 0 19847495 19548542 25661914 25719895 X -27025 -49277 0 0 0 -222651 X 0 1 X 1 0 X 19262495 18922161 19551983 20798486 22593973 101129098 0 0 0 0 0 0 0 0 0 0 0 0 19262495 18922161 19551983 20798486 22593973 101129098 2616507 98512591 87455 86714 72744 96896 99759 443568 0 0 0 0 0 0 72473 70781 76230 91080 86593 397157 101969823 0.96610 0.97340 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 6722748 1129427 -109069 0 322085 0 7421021 6333693 263049 372658 0 246652 0 6722748 5547108 97253 905538 0 216206 0 6333693 4714160 436620 561540 0 165212 0 5547108 4269835 417796 179218 0 152689 0 4714160 0.914 0.06 0.026 0 1 1 0 127593 127593 0 3611849 1383282 2228567 0 9645 6019 3626 0 900269 758048 142221 0 413212 342288 70924 2572931 0 Deferred Compensation 211295 211295 X Schedule D, Part V, Line 4 The endowment funds consist of multiple individual funds established to support the future of children, adult and elderly programs, community building and United Way purposes in Dane County. 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 follows the provisions of the Uncertainty in Income Taxes Section of the Income Taxes Topic of the FASB Accounting Standards Codification. These provisions address the determination of whether tax benefits claimed or expected to be claimed on a tax return should be recorded in the financial statements. The Corporation files a Form 990 (Return of Organization Exempt from Income Tax) annually. When these returns are 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. As of December 31, 2015, there were no unrecognized tax benefits identified or recorded as liabilities. Loaned Executive 733441 559747 173694 0 473 0 1264 0 210918 Campaign Celebration 37477 0 37477 0 0 18485 20497 0 0 12 101627 0 101627 0 1729 3351 36187 3750 77919 872545 559747 312798 0 2202 21836 57948 3750 288837 374573 -61775 0 0 0 0 0 0 0 0 0 0 77472 6347 7802 0 0 1 1 77472 6347 7802 0 0 14149 63323 WI 1 0 1 0 0 1 Bill Monkemeyer 2059 Atwood Avenue Madison WI 53704 0 Bill Monkemeyer 1000 Supervises and manages the gaming operations. X 0 0 Schedule G, Part III, Line 17b Profits were utilized to achieve long-lasting solutions through the Agenda for Change, the seven goals identified by our community as most vital. By targeting specific goals and forging strong partnerships, United Way is tackling the root causes of critical local issues and achieving real, measurable results for children & education, housing for struggling families, independence for seniors and more. 1 Access Community Health Centers 3434 E Washington Ave Madison WI 53704 391391134 501c3 333805 Program Operating Cost/Donor Designation for General Support Access to Independence 301 S Livingston St Ste 200 Madison WI 53703 391240200 501c3 20115 Program Operating Cost/Donor Designation for General Support Agrace HospiceCare 5395 E Cheryl Pkwy Fitchburg WI 53711 391319537 501c3 132067 Program Operating Cost/Donor Designation for General Support AIDS Network Madison PO Box 731 Madison WI 53701 391548528 501c3 29533 Program Operating Cost/Donor Designation for General Support Aldo Leopold Nature Center 6515 GRAND TETON PLAZA Madison WI 53719 391786897 501c3 7310 Donor Designation for General Support American Heart Association 2850 Dairy Dr Ste 300 Madison WI 53718 135613797 501c3 194273 Donor Designation for General Support American Red Cross Badger Chapter PO Box 5905 Madison WI 53705 390806193 501c3 142133 Program Operating Cost/Donor Designation for General Support ARC Community Services 2001 W Beltline Hwy Ste 102 Madison WI 53713 510163796 501c3 51607 Program Operating Cost/Donor Designation for General Support Beth Israel Center 1406 Mound St Madison WI 53711 131659707 501c3 32000 Donor Designation for General Support Big Brothers Big Sisters of Dane County 2059 Atwood Ave Madison WI 53704 391077783 501c3 218688 Program Operating Cost/Donor Designation for General Support BLACKHAWK EVANGELICAL FREE CHURCH INC 9620 Brader Way Middleton WI 53562 391328199 501c3 14400 Donor Designation for General Support Boy Scouts of America PO Box 14135 Madison WI 53708 391417416 501c3 20338 Donor Designation for General Support Boys & Girls Club of Dane County 2001 Taft St Madison WI 53713 391925617 501c3 192627 Program Operating Cost/Donor Designation for General Support Canopy Center 2120 Fordem Ave Ste 110 Madison WI 53704 510211908 501c3 104973 Program Operating Cost/Donor Designation for General Support Care Net Pregnancy Center of Dane County 1350 MacArthur Rd Madison WI 53714 391472091 501c3 7995 Donor Designation for General Support Catholic Charities Diocese of Madison PO Box 46550 Madison WI 53744 390807067 501c3 635753 Program Operating Cost/Donor Designation for General Support Center for Families 2120 Fordem Ave Madison WI 53704 391624393 501c3 1181077 Program Operating Cost/Donor Designation for General Support Chabad-Lubavitch Inc 1722 Regent St Madison WI 53726 391732644 501c3 64000 Donor Designation for General Support Children's Service Society of Wisconsin 1716 Fordem Ave Madison WI 53704 390806380 501c3 207099 Program Operating Cost/Donor Designation for General Support Colonial Club 301 Blankenheim Ln Sun Prairie WI 53590 237071027 501c3 72736 Program Operating Cost/Donor Designation for General Support Community Action Coalition for South Central WI 1717 N Stoughton Rd Madison WI 53704 391053827 501c3 291722 Program Operating Cost/Donor Designation for General Support Community Coordinated Child Care (4C) in Dane Co PO Box 45320 Madison WI 53744 391165742 501c3 343595 Program Operating Cost/Donor Designation for General Support Community Health Charities of Wisconsin 6737 W Washington St Ste 2253 West Allis WI 53214 391261126 501c3 838626 Donor Designation for General Support Community Work Services 3240 University Ave Ste 5 Madison WI 53705 391498287 501c3 5755 Donor Designation for General Support Dane County CASA 211 S Carroll St 206 Madison WI 53703 201717869 501c3 22482 Program Operating Cost/Donor Designation for General Support Dane County Humane Society 5132 Voges Rd Madison WI 53718 390806335 501c3 187437 Donor Designation for General Support Dane County Parent Council 2096 Red Arrow Trl Madison WI 53711 391418945 501c3 6179 Donor Designation for General Support Dean Foundation 2711 Allen Blvd Middleton WI 53562 391546086 501c3 9648 Donor Designation for General Support Deerfield Community Center PO Box 404 Deerfield WI 53531 391899306 501c3 10662 Program Operating Cost/Donor Designation for General Support DeForest Area Community and Senior Center 505 N Main St DeForest WI 53532 391371808 501c3 35930 Program Operating Cost/Donor Designation for General Support Eagle School of Madison 5454 Gunflint Trl Fitchburg WI 53711 391413598 501c3 52519 Donor Designation for General Support East Madison Community Center 8 Straubel Ct Madison WI 53704 391941839 501c3 55391 Program Operating Cost/Donor Designation for General Support East Madison Monona Coalition of the Aging 4142 Monona Dr Madison WI 53716 391211331 501c3 15160 Program Operating Cost/Donor Designation for General Support Edgewood High School 2219 Monroe St Madison WI 53711 391299613 501c3 9868 Donor Designation for General Support Energy Services Inc 1225 S Park St Madison WI 53715 391443614 501c3 33301 Donor Designation for General Support Epilepsy Foundation - South Central Wisconsin 1302 Mendota Street 100 Madison WI 53714 391370658 501c3 20304 Program Operating Cost/Donor Designation for General Support Family Service 128 E Olin Ave Ste 100 Madison WI 53713 390806186 501c3 141619 Program Operating Cost/Donor Designation for General Support Family Support and Resource Centers 101 Nob Hill Rd Ste 201 Madison WI 53713 391533767 501c3 5872 Donor Designation for General Support Foundation for Madison Public Schools 455 SCIENCE DR STE 130 Madison WI 53711 392043104 501c3 5992 Donor Designation for General Support Friends of the Financial Education Center 2300 S Park St Ste 22 Madison WI 53713 208961015 501c3 29125 Program Operating Cost/Donor Designation for General Support Gilda's Club of Madison 7907 UW Health Court Middleton WI 53562 061662883 501c3 27406 Donor Designation for General Support Girl Scouts of the Black Hawk Council 2710 Ski Ln Madison WI 53713 390806331 501c3 11319 Program Operating Cost/Donor Designation for General Support Goodman Community Center 149 Waubesa St Madison WI 53704 391919172 501c3 129504 Program Operating Cost/Donor Designation for General Support Greater Twin Cities United Way 404 S 8th St Minneapolis MN 55404 411973442 501c3 11716 Donor Designation for General Support Habitat for Humanity of Dane County PO Box 258128 Madison WI 53725 391592769 501c3 115845 Program Operating Cost/Donor Designation for General Support Hancock Center for Movement Arts & Therapies 16 N Hancock St Madison WI 53703 391443008 501c3 28393 Program Operating Cost/Donor Designation for General Support Henry Vilas Zoological Society 606 S Randall Ave Madison WI 53716 396077008 501c3 26870 Donor Designation for General Support Home Health United Xtra Care 4639 Hammersley Road Madison WI 53711 391539827 501c3 162063 Program Operating Cost/Donor Designation for General Support Hope Haven 702 S High Point Rd Madison WI 53719 391178878 501c3 23338 Program Operating Cost/Donor Designation for General Support Hope House Building Corporation 312 Wisconsin Ave Madison WI 53703 721574555 501c3 6228 Donor Designation for General Support Independent Living 815 Forward Dr Madison WI 53711 391186642 501c3 117097 Program Operating Cost/Donor Designation for General Support Jewish Federation of Madison 6434 Enterprise Ln Madison WI 53719 390867186 501c3 99016 Donor Designation for General Support Jewish Social Services of Madison 6434 Enterprise Ln Madison WI 53719 391300430 501c3 54782 Program Operating Cost/Donor Designation for General Support Journey Mental Health Center 625 W Washington Ave Madison WI 53703 390806445 501c3 177126 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 6388 Donor Designation for General Support Kennedy Heights Community Center 199 Kennedy Heights Madison WI 53704 391519846 501c3 40379 Program Operating Cost/Donor Designation for General Support Literacy Network 1118 S Park St Madison WI 53715 510180488 501c3 252595 Program Operating Cost/Donor Designation for General Support Lussier Community Education Center 55 S Gammon Rd Madison WI 53717 391938173 501c3 33072 Program Operating Cost/Donor Designation for General Support Lutheran Social Services of WI & Upper Michigan 6314 Odana Rd Madison WI 53719 390816846 501c3 19052 Program Operating Cost/Donor Designation for General Support Madison Apprenticeship Program PO Box 44842 Madison WI 53711 392016458 501c3 16968 Program Operating Cost/Donor Designation for General Support Madison Area Rehabilitation Centers 901 Post Rd Madison WI 53713 390968930 501c3 7159 Donor Designation for General Support Madison Children's Museum 100 N Hamilton St Madison WI 53703 391383497 501c3 6369 Donor Designation for General Support Madison Public Library Foundation 201 W MIFFLIN ST Madison WI 53703 391777242 501c3 11003 Donor Designation for General Support Madison-Area Urban Ministry 2300 S Park St Ste 5 Madison WI 53713 237298482 501c3 253044 Program Operating Cost/Donor Designation for General Support McFarland Youth Center PO Box 362 McFarland WI 53558 611500763 501c3 19112 Program Operating Cost/Donor Designation for General Support Middleton Outreach Ministry 7432 Hubbard Ave Middleton WI 53562 391484945 501c3 87982 Program Operating Cost/Donor Designation for General Support Movin' Out 902 Royster Oaks Dr Ste 105 Madison WI 53714 191833482 501c3 5417 Donor Designation for General Support NAMI Dane County 2059 Atwood Ave Madison WI 53704 391270706 501c3 56034 Program Operating Cost/Donor Designation for General Support Nehemiah Community Development Corp PO Box 9861 Madison WI 53715 391736091 501c3 61673 Program Operating Cost/Donor Designation for General Support North Eastside Senior Coalition 1625 Northport Dr Ste 125 Madison WI 53704 391217221 501c3 58375 Program Operating Cost/Donor Designation for General Support Omega School 835 West Badger Rd Madison WI 53713 391166888 501c3 111426 Program Operating Cost/Donor Designation for General Support Operation Fresh Start 1925 Winnebago St Madison WI 53704 237108090 501c3 125768 Program Operating Cost/Donor Designation for General Support Oregon Youth Center 110 N Oak Street Oregon WI 53575 471988801 501c3 5563 Donor Designation for General Support Pharmacy Society of Wisconsin 701 Heartland Tr Madison WI 53717 390714490 501c6 25000 Program Operating Cost Porchlight 306 N Brooks St Madison WI 53715 391579521 501c3 854421 Program Operating Cost/Donor Designation for General Support Portage Area United Way PO Box 354 Portage WI 53901 237166773 501c3 6402 Donor Designation for General Support Pregnancy Helpline Inc of Madison PO Box 5261 Madison WI 53705 391419746 501c3 13524 Donor Designation for General Support Rainbow Project 831 E Washington Ave Madison WI 53703 391422626 501c3 81784 Program Operating Cost/Donor Designation for General Support Ronald McDonald House 2716 Marshall Ct Madison WI 53705 391655790 501c3 15343 Donor Designation for General Support Safe Communities of Madison and Dane County PO Box 6652 Madison WI 53716 392010839 501c3 8600 Donor Designation for General Support Safe Harbor Child Advocacy Center Inc 1457 E Washington Ave Ste 102 Madison WI 53703 392004933 501c3 10582 Donor Designation for General Support Sauk-Prairie United Way PO Box 122 Prairie Du Sac WI 53578 391318028 501c3 9263 Donor Designation for General Support Science and Math for Everyone PO Box 8577 Madison WI 53708 200437146 501c3 10000 Donor Designation for General Support Second Harvest Foodbank of Southern WI 2802 Dairy Drive Madison WI 53718 391490691 501c3 259691 Program Operating Cost/Donor Designation for General Support Simpson Street Free Press PO Box 6307 Monona WI 53716 391882258 501c3 44999 Program Operating Cost/Donor Designation for General Support Society of St Vincent de Paul 1109 Jonathon Dr Madison WI 53713 390824876 501c3 22595 Donor Designation for General Support South Madison Coalition of the Elderly 128 E Olin Ave Suite 110 Madison WI 53713 391222287 501c3 39141 Program Operating Cost/Donor Designation for General Support St John's Lutheran Church 322 East Washington Avenue Madison WI 53703 391570139 501c3 21500 Donor Designation for General Support St Paul University Catholic Foundation 723 State St Madison WI 53703 208844817 501c3 8600 Donor Designation for General Support Stoughton Area Resource Team 248 W Main St Stoughton WI 53589 412076251 501c3 25732 Program Operating Cost/Donor Designation for General Support Stoughton Youth Center 518 S Fourth Street Stoughton WI 53589 396005622 501c3 5357 Program Operating Cost/Donor Designation for General Support Sunshine Place 18 Rickel Rd Sun Prairie WI 53590 205398498 501c3 31026 Program Operating Cost/Donor Designation for General Support The River Food Pantry 2201 Darwin Rd Madison WI 53704 204179749 501c3 36094 Donor Designation for General Support The Road Home 128 E Olin Ave Ste 202 Madison WI 53713 311618925 501c3 318146 Program Operating Cost/Donor Designation for General Support The Salvation Army of Dane County 630 E Washington Ave Madison WI 53703 362167910 501c3 244439 Program Operating Cost/Donor Designation for General Support Three Gaits PO Box 153 Oregon WI 53575 391472538 501c3 36428 Donor Designation for General Support Triangle Community Ministry 755 Braxton Place Apt B109 Madison WI 53715 391425047 501c3 15764 Program Operating Cost/Donor Designation for General Support United Fund of Iowa County PO BOX 63 Dodgeville WI 53533 237140278 501c3 6361 Donor Designation for General Support United Way of Blackhawk Region 205 N Main St Ste 101 Janesville WI 53545 396006734 501c3 16010 Donor Designation for General Support United Way of Dane County Foundation 2059 Atwood Ave Madison WI 53704 391763471 501c3 70965 Donor Designation for General Support United Way of Green County Inc PO Box 511 Monroe WI 53566 396060531 501c3 8302 Donor Designation for General Support University of Wisconsin Foundation 1848 UNIVERSITY AVE Madison WI 53726 390743975 501c3 11419 Donor Designation for General Support Urban League of Greater Madison 2222 S Park St Ste 200 Madison WI 53713 391098146 501c3 408192 Program Operating Cost/Donor Designation for General Support Valley of the Sun United Way 3200 E Camelback Rd Ste 375 Phoenix AZ 85018 860104419 501c3 5233 Donor Designation for General Support Vera Court Neighborhood Center 614 Vera Ct Madison WI 53704 391945609 501c3 177871 Program Operating Cost/Donor Designation for General Support West Madison Senior Coalition 517 N Segoe Rd Ste 309 Madison WI 53705 391222036 501c3 39199 Program Operating Cost/Donor Designation for General Support Wil-Mar Neighborhood Center 953 Jenifer St Madison WI 53703 391796793 501c3 5779 Donor Designation for General Support Wisconsin Academy for Graduate Service Dogs 1338 Dewey Ct Madison WI 53703 391626569 501c3 36885 Donor Designation for General Support Wisconsin Regional Training Partnership Big Step 3841 W Wisconsin Ave Milwaukee WI 53208 391838210 501c3 10000 Program Operating Cost Wisconsin Equal Justice Fund PO Box 475 Wausau WI 54402 391904737 501c3 14040 Donor Designation for General Support Worker Center 2300 S Park St Ste 6 Madison WI 53713 412227413 501c3 9070 Program Operating Cost/Donor Designation for General Support WorldVentures Foundation-DreamCourts Madison 5100 Tennyson Pky Plano TX 75024 272526240 501c3 6000 Donor Designation for General Support YMCA of Dane County 8001 Excelsior Dr Ste 200 Madison WI 53717 390806253 501c3 17048 Donor Designation for General Support Youth Services of Southern Wisconsin 1955 Atwood Avenue Madison WI 53704 391391737 501c3 216056 Program Operating Cost/Donor Designation for General Support Community Shares of Wisconsin 612 W Main St Ste 200 Madison WI 53703 391172378 501c3 350097 Donor Designation for General Support Global Impact PO Box 409616 Atlanta GA 30384 521273585 501c3 189868 Donor Designation for General Support Independent Charities of America 1100 Larkspur Landing Circle Suite 340 Larkspur CA 94939 943067804 501c3 142171 Donor Designation for General Support EarthShare PO Box 4011 Washington DC 20042 521601960 501c3 133528 Donor Designation for General Support Hunger Relief Fund Wisconsin 201 S Hawley Ct Milwaukee WI 53214 391345847 501c3 73549 Donor Designation for General Support Wisconsin Environmental Education Foundation 110B College of Natural Resources UW-Stevens Point 800 Reserve St Stevens Point WI 54481 202042476 501c3 27857 Donor Designation for General Support Neighbor to Nation co Sun Trust Bank 1000 Stewart Ave Lock Box 79991 Glen Burnie MD 21061 541879282 501c3 26662 Donor Designation for General Support Community Health Charities National PO Box 75153 Baltimore MD 21275 136167225 501c3 10328 Donor Designation for General Support Great Rivers United Way 1855 E Main St Onalaska WI 54650 390848188 501c3 8281 Donor Designation for General Support Marshfield Clinic Research Foundation 1000 N Oak Ave F1C Marshfield WI 54449 390452970 501c3 6750 Program Operating Cost Domestic Abuse Intervention Services PO Box 1761 Madison WI 53701 391268238 501c3 244940 Program Operating Cost/Donor Designation for General Support YWCA of Madison 101 E Mifflin Street Madison WI 53703 390806303 501c3 1115941 Program Operating Cost/Donor Designation for General Support Centro Hispano of Dane County 810 W Badger Rd Madison WI 53713 930844812 501c3 853930 Program Operating Cost/Donor Designation for General Support Madison Metropolitan School District 545 W Dayton St Madison WI 53703 396003202 170c 320746 Program Operating Cost Middleton-Cross Plains Area School District 3180 Deming Way Middleton WI 53562 391100780 170c 66659 Program Operating Cost 136 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 X 0 0 0 0 0 0 0 0 0 Leslie Ann Howard CEO 205935 0 17500 0 0 0 16465 0 24372 0 264272 0 0 0 Renee Moe President 127727 0 0 0 0 0 11165 0 30372 0 169264 0 0 0 Rick C Spiel Executive VP-Chief Financial Officer 127337 0 0 0 0 0 10633 0 25085 0 163055 0 0 0 X 90 1297300 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 VII, Section A, Line 1a The Corporation has a deferred compensation agreement with its former President/CEO. The deferred compensation expense is being recognized ratably over the term of the agreement and was $1,395 in 2015. The annual installment made in 2015 was $17,500. The deferred compensation liability was $211,300 at December 31, 2015. 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. Form 990, Part XI, Line 9 Gain on Donor Designated Pledges: $133,988; Change in Temporarily Restricted Net Assets: ($356,639) United Way of Dane County Foundation 2059 Atwood Ave Madison WI 53704 391763471 Fundraising WI 501(c)(3) 11 United Way of Dane County Inc 1 0 0 1 0 0 0 0 0 0 0 0 1 0 1 1 0 1 1 0 United Way of Dane County Foundation c 418824 United Way of Dane County Foundation q 26450 United Way of Dane County Foundation r 224806 Schedule R, Part V, Line 1c The total contribution from the related organization was $418,824. Of that contribution, $226,598 is the transfer of earnings from individual board designated funds to fulfill campaign pledges. The remaining $192,226 is the contribution from the related organization for the year recorded in Part VIII of the Form 990.