2015-08-13T13:05:25-07:00 2014-12-31 990 2014-01-01 390817532 UNITED WAY OF DANE COUNTY INC UNIT 6082464350 PO Box 7548 Madison WI 537077548 Leslie Ann Howard President 6082464361 2015-08-14 2014 2016-03-07 17:11:31Z Leslie Ann Howard PO Box 7548 Madison WI 53707 22469221 0 X UnitedWayDaneCounty.org X 1951 WI United we change lives and strengthen our community. 38 37 112 11409 0 0 19551983 20798486 0 0 18313 40243 80277 63189 19650573 20901918 14717538 15799423 0 0 3735106 4074996 0 0 1915839 1284771 1306949 19737415 21181368 -86842 -279450 24171215 25661914 5404097 5814419 18767118 19847495 Creating 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. 0 0 4887686 4237835 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 296 young children, and their families, with home visiting in 2014. 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 2014, 86% of the children who graduated from the Parent-Child Home Program had skills that were Kindergarten Ready. We served 1,501 children and 1,271 caregivers at 14 Play and Learns sites in 2014. 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 697 volunteers to tutor 2,168 students at elementary schools in Madison, Middleton/Cross Plains and Sun Prairie in the 2014-2015 school year. Centro Hispano is the lead agency partner on elementary tutoring. The result: 96% of teachers report volunteers contributed to increase in student skills. An independent evaluation of our Madison program demonstrated that Schools of Hope students had an average of 19% higher reading scores than a matched comparison group, contributing to an overall 7% district increase in reading growth by 3rd grade and 11% by 5th grade. We are also working to help middle and high school students succeed in school and life. In the 2014-2015 school year our middle school tutoring initiative engaged 558 volunteers to tutor 1,315 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 246 volunteers to tutor 446 students in the Madison and Middleton schools in Algebra and Geometry in the 2014-2015 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 2,440 youth, including Big Brother Big Sisters, Boys and Girls Club, Briarpatch Youth Services, By Youth For Youth, Cambridge Youth Center, Centro Hispano, Deerfield Community Center, 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, Stoughton Community Center, the Urban League of Greater Madison, Vera Court, the Worker Center and the YWCA of Madison. 3608027 3128317 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 2014-2015 school year 2,661 sixth graders were screened for behavioral health issues and referred as needed for treatment. The FACE-Kids program conducted 116 behavioral health groups for 691 students in 45 schools and 6 off-site locations in 8 Dane County school districts. In addition, more than 4,450 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), Family Services Madison, and Hancock Center for Dance/Movement Therapy. In 2014, through United Way's support, 1,350 children received preventive and/or restorative dental care through school and community based partnerships. 1,813 children ages five and under received a well-child exam during the year, 125 children with ADHD received medical and mental health care and monitoring in a primary care setting, and 775 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 allowed 875 low-income individuals to become or remain insured by paying their 2014 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. 3323848 2881921 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 from 2007 to 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 2014: (1) 2,345 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 were distributed to 158,000 households, and (4) 163 families were stably housed in our Housing First programs eliminating their time in shelter and improving potential for their children's' school success. 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. 2624828 2275841 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, increasing opportunities for corporate volunteers, and developing youth leadership opportunities through volunteering. In 2014, volunteers provided over 497,600 hours of volunteer service dedicated to advancing the Agenda for Change. Over 33,000 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 2014, 310 agency staff and board members participated in our training programs. In 2014, United Way 2-1-1 received over 47,000 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 6,400 callers were offered preventative healthcare resources through 2-1-1. 2311123 2003845 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 and within the first 20 months we were able to help 232 people get a diploma, 364 people find employment, and 76 pass their apprenticeship exam for a skilled trade. Our HIRE partners who prepare individuals for their high school diploma and teach employability skills are Literacy Network, Madison College, Madison-Area Urban Ministry, Omega School, and Vera Court. Our HIRE partners who teach employability Skills and provide employment training and placement are Centro Hispano, Urban League ,League, Vera Court, and, and the YWCA. Another partner on employment issues is the Madison Apprenticeship Program. 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 2014, Journey Home provided services for 720 individuals (871 individuals were interviewed for services), including intensive one-to one services to 84 individuals, only four of whom returned to prison. In 2014, Journey Home participants are returning to prison at a rate of 4.8% ; 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, Canopy Center, Centro Hispano, Dane County CASA, Domestic Abuse Intervention Services, Family Services, Rainbow Project, Youth Services of South-central Wisconsin, and the YWCA of Madison. 1466667 1271664 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 2014, in partnership with the Wisconsin Pharmacy Quality Collaborative, we provided 189 comprehensive medication reviews to older adults, whose average age was 77. The Safety Assessments for the Elderly (S.A.F.E.) at Home program provided 237 low-income seniors at high fall risk with in-home assessments of their physiological limitations and hazards. Their average age was 82. Out of these assessments came 576 recommendations. Most importantly, the fall rate for our participants post-assessment was 18.38% compared to the national average of 50% for seniors over 80 years old. Our partner on this work is Home Health United. In addition, we supported a variety of important falls prevention programs for 300 seniors ages 65 and older in 2014, such as Exercise and Balancing Classes, Walking Club, Stretch and Strength and Tai Chi. Our partner agencies on these programs include Goodman Community Center, North/Eastside Senior Coalition and Northwest Dane Senior Services. We also support case management, nutrition and personal care programs for more than 3,000 seniors. Partner agencies include Colonial Club, Jewish Social Services, Journey Mental Health, DeForest Area Community and Senior Center, East Madison Monona Coalition of the Aging, Independent Living, Middleton Outreach Ministry, North/Eastside Senior Coalition, South Madison Coalition of the Elderly and West Madison Senior Coalition. In 2014, we also worked in partnership with multiple agencies supporting more than 1,800 youth and adults with disabilities to remain independent, including Access to Independence, Cornucopia, Epilepsy Foundation, Independent Living, Jewish Social Services, Lutheran Social Services and NAMI Dane County. 6402618 5551350 0 18222179 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 9 4 1 112 1 0 0 0 0 0 1 1 0 0 0 0 X 38 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 Nick Meriggioli Board Chair 1 0 X X 0 0 0 Richard M Lynch Board Vice Chair 1 0 X X 0 0 0 Dave K Stark Board Secretary/Treasurer 1 0 X X 0 0 0 Darrell Bazzell Board Member 1 0 X 0 0 0 Ryan E Behling Board Member 1 0 X 0 0 0 Anna Marie Burish Board Member 1 0 X 0 0 0 Jennifer Cheatham Board Member 1 0 X 0 0 0 Tim Culver Board Member 1 0 X 0 0 0 Dr Jack Daniels III 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 Henry Gaylord 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 Kevin Heppner 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 Deirdre A Morgan Board Member 1 0 X 0 0 0 Michael L Morgan Board Member 1 0 X 0 0 0 Douglas S Nelson 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 Sam Rovit Board Member 1 0 X 0 0 0 Jack C Salzwedel Board Member 1 0 X 0 0 0 Kim M Sponem Board Member 1 0 X 0 0 0 Doug Strub 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 Michael E Victorson Board Chair 1 0 X 0 0 0 Gary Wolter Board Member 1 0 X 0 0 0 Leslie Ann Howard President/CEO 41 4 X 214172 0 33710 Rick C Spiel Executive VP-Chief Financial Officer 41 4 X 124818 0 27730 Deedra Atkinson Senior VP of Community Impact 40.00 0 X 129656 0 11151 Renee Moe Salus Executive VP of Resource Development and Marketing 40 0 X 107094 0 27056 575740 0 99647 4 0 1 0 0 874865 0 562930 138217 584067 18638407 809954 20798486 0 43886 0 0 43886 0 0 0 0 0 0 0 0 53010 0 79313 0 -26303 0 -26303 0 0 -26303 1052803 0 1056446 0 -3643 0 -3643 0 0 -3643 364584 562930 417165 -52581 0 -52581 65372 14379 50993 0 0 50993 Other Miscellaneous Revenue 900099 91080 91080 0 0 0 0 0 0 91080 20901918 91080 0 12352 15799423 15799423 0 0 0 0 0 0 700365 324552 136220 239593 0 0 0 0 2447613 1118649 486123 842841 215061 89726 43805 81530 483380 198692 99735 184953 228577 108275 39617 80685 33250 33250 79307 48000 8614 22693 212359 77743 23752 110864 12442 9169 897 2376 31783 15280 6960 9543 0 0 0 0 164917 66431 30278 68208 89115 51945 16898 20272 38176 18286 19795 95 0 0 0 0 175543 73991 33950 67602 132811 57062 21263 54486 3637 1591 686 1360 Data Processing 168128 69354 27657 71117 Postage and Shipping 25922 4438 6468 15016 Membership Dues 26411 11550 4981 9880 113148 78022 2401 32725 21181368 18222179 1043350 1915839 250 250 8741093 9441359 10671090 11841488 1100600 755960 0 0 0 0 0 0 0 0 126077 140843 4868527 2317142 2600445 2551385 8092 10031 916212 913743 0 0 0 0 7356 6855 24171215 25661914 311273 459437 4918992 5162582 0 0 0 0 0 0 0 0 0 0 0 0 173832 192400 5404097 5814419 X 4568703 4422744 14198415 15424751 0 0 18767118 19847495 24171215 25661914 X -279450 -2470 0 0 0 1362297 X 0 1 X 1 1 1 X 18205774 19262495 18922161 19551983 20798486 96740899 0 0 0 0 0 0 0 0 0 0 0 0 18205774 19262495 18922161 19551983 20798486 96740899 1743662 94997237 120268 87455 86714 72744 96896 464077 0 0 0 0 0 0 77607 72473 70781 76230 91080 388171 97593147 0 0.97340 0.97322 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 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 3898508 91801 413644 0 134118 0 4269835 0.9 0.06 0.04 0 1 1 0 127593 127593 0 3554149 1285440 2268709 0 9645 5054 4591 0 816474 693665 122809 0 360666 332983 27683 2551385 0 Deferred Compensation 192400 192400 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, 2014, there were no unrecognized tax benefits identified or recorded as liabilities. Forms 990 filed by the Corporation are subject to examination by the Internal Revenue Service up to three years from the extended due date of each return. Forms 990 filed by the Corporation are no longer subject to examination for the years 2010 and prior. Loaned Executive 735284 562930 172354 0 356 175 6947 0 192652 Campaign Celebration 61728 0 61728 0 1005 36456 23960 0 307 12 130502 0 130502 6043 5963 2326 27937 1575 111463 927514 562930 364584 6043 7324 38957 58844 1575 304422 417165 -52581 0 0 0 0 0 0 0 0 0 0 65372 0 14379 0 0 1 1 65372 0 14379 0 0 14379 50993 WI 1 0 1 0 0 1 Bill Monkemeyer 2059 Atwood Ave Madison WI 53704 0 Renee Moe 1342 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 Aaron J Meyer Foundation Inc 8500 GREENWAY BLVD STE 102 Middleton WI 53562 203237066 501c3 6020 Donor Designation for General Support Access Community Health Centers 3434 E Washington Ave Madison WI 53704 391391134 501c3 341890 Program Operating Cost/Donor Designation for General Support Access to Community Services 1709 Aberg Ave Suite 1 VSA Wisconsin Madison WI 53704 391485069 501c3 52194 Donor Designation for General Support Access to Independence 301 S Livingston St Ste 200 Madison WI 53703 391240200 501c3 41544 Program Operating Cost/Donor Designation for General Support Agrace HospiceCare 5395 E Cheryl Pkwy Fitchburg WI 53711 391319537 501c3 148813 Program Operating Cost/Donor Designation for General Support AIDS Network Madison PO Box 731 Madison WI 53701 391548528 501c3 21801 Program Operating Cost/Donor Designation for General Support Aldo Leopold Nature Center 6515 GRAND TETON PLAZA Madison WI 53719 391786897 501c3 10440 Donor Designation for General Support American Heart Association 2850 Dairy Dr Ste 300 Madison WI 53718 135613797 501c3 190179 Donor Designation for General Support American Red Cross Badger Chapter PO Box 5905 Madison WI 53705 390806193 501c3 218201 Program Operating Cost/Donor Designation for General Support America's Charities PO Box 79570 Baltimore MD 21279 541517707 501c3 73259 Donor Designation for General Support Animal Charities of America PO Box 45754 San Francisco CA 94145 943193389 501c3 5711 Donor Designation for General Support ARC Community Services 2001 W Beltline Hwy Ste 102 Madison WI 53713 510163796 501c3 50986 Program Operating Cost/Donor Designation for General Support Big Brothers Big Sisters of Dane County 2059 Atwood Ave Madison WI 53704 391077783 501c3 246869 Program Operating Cost/Donor Designation for General Support BLACKHAWK EVANGELICAL FREE CHURCH INC 9620 Brader Way Middleton WI 53562 391328199 501c3 19550 Donor Designation for General Support Boy Scouts of America Glacier's Edge Council PO Box 14135 Madison WI 53708 861145168 501c3 26908 Donor Designation for General Support Boys & Girls Club of Dane County 2001 Taft St Madison WI 53713 391925617 501c3 192697 Program Operating Cost/Donor Designation for General Support Cambridge Area Youth Center PO Box 54 Cambridge WI 53523 391924511 501c3 7841 Program Operating Cost/Donor Designation for General Support Canopy Center 2120 Fordem Ave Ste 110 Madison WI 53704 510211908 501c3 131266 Program Operating Cost/Donor Designation for General Support Care Net Pregnancy Center of Dane County 1350 MacArthur Rd Madison WI 53714 391472091 501c3 8600 Donor Designation for General Support Catholic Charities Diocese of Madison PO Box 46550 Madison WI 53744 390807067 501c3 648776 Program Operating Cost/Donor Designation for General Support Center for Families 2120 Fordem Ave Madison WI 53704 391624393 501c3 1092029 Program Operating Cost/Donor Designation for General Support Centro Hispano of Dane County 810 W Badger Rd Madison WI 53713 930844812 501c3 834454 Program Operating Cost/Donor Designation for General Support Children's Service Society of Wisconsin 1716 Fordem Ave Madison WI 53704 390806380 501c3 230197 Program Operating Cost/Donor Designation for General Support Christian Service Charities PO Box 79704 Baltimore MD 21279 943193374 501c3 6268 Donor Designation for General Support Colonial Club 301 Blankenheim Ln Sun Prairie WI 53590 237071027 501c3 80516 Program Operating Cost/Donor Designation for General Support Community Action Coalition for South Central WI 1717 N Stoughton Rd Madison WI 53704 391053827 501c3 286923 Program Operating Cost/Donor Designation for General Support Community Coordinated Child Care (4C) in Dane Co PO Box 45320 Madison WI 53744 391165742 501c3 370677 Program Operating Cost/Donor Designation for General Support Community Health Charities National PO Box 75153 Baltimore MD 21275 136167225 501c3 12744 Donor Designation for General Support Community Health Charities of Wisconsin PO Box 75108 Baltimore MD 21275 391261126 501c3 874842 Donor Designation for General Support Community Health Charities of Wisconsin 6737 W Washington St Ste 2253 West Allis WI 53214 391261126 501c3 496163 Donor Designation for General Support Community Partnerships 1334 Dewey Ct Madison WI 53703 912064768 501c3 19372 Program Operating Cost/Donor Designation for General Support Community Shares of Wisconsin 612 W Main St Ste 200 Madison WI 53703 391172378 501c3 358696 Donor Designation for General Support Community Work Services 3240 University Ave Ste 5 Madison WI 53705 391498287 501c3 5481 Donor Designation for General Support Cornucopia 306 N Brooks St Madison WI 53715 391865263 501c3 28469 Program Operating Cost/Donor Designation for General Support Dane County CASA 211 S Carroll St 206 Madison WI 53703 201717869 501c3 22091 Program Operating Cost/Donor Designation for General Support Dane County Humane Society 5132 Voges Rd Madison WI 53718 390806335 501c3 188153 Program Operating Cost/Donor Designation for General Support Dane County Parent Council 2096 RED ARROW TRL Fitchburg WI 53719 391418945 501c3 9268 Donor Designation for General Support Dean Foundation 2711 Allen Blvd Middleton WI 53562 391546086 501c3 15345 Donor Designation for General Support Deerfield Community Center PO Box 404 Deerfield WI 53531 391899306 501c3 15205 Program Operating Cost/Donor Designation for General Support DeForest Area Community and Senior Center 505 N Main St DeForest WI 53532 391371808 501c3 32788 Program Operating Cost/Donor Designation for General Support Domestic Abuse Intervention Services PO Box 1761 Madison WI 53701 391268238 501c3 240872 Program Operating Cost/Donor Designation for General Support EarthShare PO Box 4011 Washington DC DC 20042 521601960 501c3 125378 Donor Designation for General Support East Madison Community Center 8 Straubel Ct Madison WI 53704 391941839 501c3 60779 Program Operating Cost/Donor Designation for General Support East Madison Monona Coalition of the Aging 4142 Monona Dr Madison WI 53716 391211331 501c3 11858 Program Operating Cost/Donor Designation for General Support Energy Services Inc 1225 S Park St Madison WI 53715 391443614 501c3 34542 Donor Designation for General Support Epilepsy Foundation South Central Wisconsin 1302 Mendota Street 100 Madison WI 53714 391370658 501c3 29004 Program Operating Cost/Donor Designation for General Support Family Service 128 E Olin Ave Ste 100 Madison WI 53713 390806186 501c3 128687 Program Operating Cost/Donor Designation for General Support Family Support and Resource Centers 101 Nob Hill Rd Ste 201 Madison WI 53713 391533767 501c3 6560 Donor Designation for General Support Foundation for Madison Public Schools 455 SCIENCE DR STE 130 Madison WI 53711 392043104 501c3 5567 Donor Designation for General Support Friends of the Financial Education Center 2300 S Park St Ste 22 Madison WI 53713 208961015 501c3 40503 Program Operating Cost/Donor Designation for General Support Gilda's Club of Madison 7907 UW Health Court Middleton WI 53562 061662883 501c3 21124 Donor Designation for General Support Girl Scouts of the Black Hawk Council 2710 Ski Ln Madison WI 53713 390806331 501c3 12105 Donor Designation for General Support Global Impact PO Box 409616 Atlanta GA 30384 521273585 501c3 152853 Donor Designation for General Support Goodman Community Center 149 Waubesa St Madison WI 53704 391919172 501c3 85901 Program Operating Cost/Donor Designation for General Support Great Rivers United Way 1855 E Main St Onalaska WI 54650 390848188 501c3 9844 Donor Designation for General Support Greater Twin Cities United Way 404 S 8TH ST Minneapolis MN 55404 411973442 501c3 8512 Donor Designation for General Support Habitat for Humanity of Dane County PO Box 258128 Madison WI 53725 391592769 501c3 107448 Program Operating Cost/Donor Designation for General Support Hancock Center for Movement Arts & Therapies 16 N Hancock St Madison WI 53703 391443008 501c3 29429 Program Operating Cost/Donor Designation for General Support Health & Medical Research Charities PO Box 45754 San Francisco CA 94145 943217739 501c3 6890 Donor Designation for General Support Henry Vilas Zoological Society 606 S Randall Ave Madison WI 53716 396077008 501c3 25695 Donor Designation for General Support Home Health United Xtra Care 4639 Hammersley Road Madison WI 53711 391539827 501c3 139817 Program Operating Cost/Donor Designation for General Support Hope Haven 702 S High Point Rd Madison WI 53719 391178878 501c3 23521 Program Operating Cost/Donor Designation for General Support Hope House Building Corporation 312 Wisconsin Ave Madison WI 53703 721574555 501c3 7139 Donor Designation for General Support Hunger Relief Fund Wisconsin 201 S Hawley Ct Milwaukee WI 53214 391345847 501c3 79816 Donor Designation for General Support Independent Charities of America PO Box 45753 San Francisco CA 94145 943067804 501c3 141520 Donor Designation for General Support Independent Living 815 Forward Dr Madison WI 53711 391186642 501c3 148124 Program Operating Cost/Donor Designation for General Support Jewish Federation of Madison 6434 ENTERPRISE LN Madison WI 53719 390867186 501c3 86224 Donor Designation for General Support Jewish Social Services of Madison 6434 Enterprise Ln Madison WI 53719 391300430 501c3 163941 Program Operating Cost/Donor Designation for General Support Journey Mental Health Center 625 W Washington Ave Madison WI 53703 390806445 501c3 162903 Program Operating Cost/Donor Designation for General Support Kennedy Heights Community Center 199 Kennedy Heights Madison WI 53704 391519846 501c3 38869 Program Operating Cost/Donor Designation for General Support Literacy Network 1118 S Park St Madison WI 53715 510180488 501c3 254441 Program Operating Cost/Donor Designation for General Support Luke House 310 S INGERSOLL ST Madison WI 53703 391504050 501c3 5476 Donor Designation for General Support Lussier Community Education Center 55 S Gammon Rd Madison WI 53717 391938173 501c3 27116 Program Operating Cost/Donor Designation for General Support Lutheran Social Services of WI & Upper Michigan 6314 Odana Rd Madison WI 53719 390816846 501c3 53271 Program Operating Cost/Donor Designation for General Support Madison Apprenticeship Program PO Box 44842 Madison WI 53711 392016458 501c3 17428 Program Operating Cost/Donor Designation for General Support Madison Area Rehabilitation Centers 901 Post Rd Madison WI 53713 390968930 501c3 5869 Donor Designation for General Support Madison Area Technical College 3550 Anderson St Madison WI 53707 237265867 501c3 30000 Program Operating Cost Madison Metropolitan School District 545 W Dayton St Madison WI 53703 396003202 108803 Program Operating Cost Madison Public Library Foundation 201 W MIFFLIN ST Madison WI 53703 391777242 501c3 5303 Donor Designation for General Support Madison School Community Recreation 3802 Regent St Madison WI 53705 392034615 501c3 15836 Program Operating Cost/Donor Designation for General Support Madison-Area Urban Ministry 2300 S Park St Ste 5 Madison WI 53713 237298482 501c3 245626 Program Operating Cost/Donor Designation for General Support McFarland Youth Center PO Box 362 McFarland WI 53558 611500763 501c3 16019 Program Operating Cost/Donor Designation for General Support Middleton Cross Plains School District 7106 South Ave Middleton WI 53562 391100780 47636 Program Operating Cost Middleton Outreach Ministry 7432 Hubbard Ave Middleton WI 53562 391484945 501c3 97070 Program Operating Cost/Donor Designation for General Support Military Family and Veterans Service Organizations of America PO Box 45754 San Francisco CA 94145 943193418 501c3 6986 Donor Designation for General Support Mount Horeb Youth Center 105 N GROVE ST Mount Horeb WI 53572 455558011 501c3 6364 Program Operating Cost/Donor Designation for General Support Movin' Out 600 Williamson St Madison WI 53703 391833482 501c3 7592 Donor Designation for General Support NAMI Dane County 2059 Atwood Ave Madison WI 53704 391270706 501c3 51821 Program Operating Cost/Donor Designation for General Support Nehemiah Community Development Corp PO Box 9861 Madison WI 53715 391736091 501c3 12152 Donor Designation for General Support Neighbor to Nation c/o Sun Trust Bank 1000 Stewart Ave Lock Box 79991 Glen Burnie MD 21061 541879282 501c3 28555 Donor Designation for General Support North Eastside Senior Coalition 1625 Northport Dr Ste 125 Madison WI 53704 391217221 501c3 60372 Program Operating Cost/Donor Designation for General Support Northwest Dane Senior Services 1940 Blue Mounds St Ste 2 Black Earth WI 53515 391691930 501c3 41322 Program Operating Cost/Donor Designation for General Support Omega School 835 West Badger Rd Madison WI 53713 391166888 501c3 120977 Program Operating Cost/Donor Designation for General Support Operation Fresh Start 1925 Winnebago St Madison WI 53704 237108090 501c3 125992 Program Operating Cost/Donor Designation for General Support Pharmacy Society of Wisconsin 701 Heartland Tr Madison WI 53717 390714490 501c6 35265 Program Operating Cost Porchlight 306 N Brooks St Madison WI 53715 391579521 501c3 426037 Program Operating Cost/Donor Designation for General Support Portage Area United Way PO Box 354 Portage WI 53901 237166773 501c3 10066 Donor Designation for General Support Pregnancy Helpline Inc of Madison PO Box 5261 Madison WI 53705 391419746 501c3 18017 Donor Designation for General Support Rainbow Project 831 E Washington Ave Madison WI 53703 391422626 501c3 91925 Program Operating Cost/Donor Designation for General Support Ronald McDonald House 2716 Marshall Ct Madison WI 53705 391655790 501c3 18916 Donor Designation for General Support Safe Harbor Child Advocacy Center Inc 1457 E Washington Ave Ste 102 Madison WI 53703 392004933 501c3 10309 Donor Designation for General Support Sauk Prairie United Way PO Box 122 Prairie Du Sac WI 53578 391318028 501c3 12236 Donor Designation for General Support Second Harvest Foodbank of Southern WI 2802 Dairy Drive Madison WI 53718 391490691 501c3 277881 Program Operating Cost/Donor Designation for General Support Simpson Street Free Press PO Box 6307 Monona WI 53716 391882258 501c3 23190 Program Operating Cost/Donor Designation for General Support Society of St Vincent de Paul 1109 Jonathon Dr Madison WI 53713 390824876 501c3 22433 Donor Designation for General Support South Madison Coalition of the Elderly 128 E Olin Ave Suite 110 Madison WI 53713 391222287 501c3 36962 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 Stoughton Area Resource Team 248 W Main St Stoughton WI 53589 412076251 501c3 24410 Program Operating Cost/Donor Designation for General Support Stoughton Youth Center 518 S Fourth Street Stoughton WI 53589 396005622 501c3 11161 Program Operating Cost/Donor Designation for General Support Sunshine Place 18 Rickel Rd Sun Prairie WI 53590 205398498 501c3 32555 Program Operating Cost/Donor Designation for General Support The River Food Pantry 2201 Darwin Rd Madison WI 53704 204179749 501c3 31572 Donor Designation for General Support The Road Home 128 E Olin Ave Ste 202 Madison WI 53713 311618925 501c3 250928 Program Operating Cost/Donor Designation for General Support The Salvation Army of Dane County 630 E Washington Ave Madison WI 53703 362167910 501c3 301500 Program Operating Cost/Donor Designation for General Support Three Gaits PO Box 153 Oregon WI 53575 391472538 501c3 38417 Donor Designation for General Support Triangle Community Ministry 755 Braxton Place Apt B109 Madison WI 53715 391425047 501c3 17430 Program Operating Cost/Donor Designation for General Support United Fund of Iowa County PO BOX 63 Dodgeville WI 53533 237140278 501c3 5443 Donor Designation for General Support United Way of Blackhawk Region 205 N Main St Ste 101 Janesville WI 53545 396006734 501c3 16020 Donor Designation for General Support United Way of Dane County Foundation 2059 Atwood Ave Madison WI 53704 391763471 501c3 68727 Donor Designation for General Support United Way of Green County PO Box 511 Monroe WI 53566 396060531 501c3 7854 Donor Designation for General Support University of Wisconsin Foundation 1848 UNIVERSITY AVE Madison WI 53726 390743975 501c3 14069 Donor Designation for General Support Urban League of Greater Madison 2222 S Park St Ste 200 Madison WI 53713 391098146 501c3 358444 Program Operating Cost/Donor Designation for General Support UW Hillel Foundation 611 LANGDON ST Madison WI 53703 392035142 501c3 32000 Donor Designation for General Support Vera Court Neighborhood Center 614 Vera Ct Madison WI 53704 391945609 501c3 114457 Program Operating Cost/Donor Designation for General Support West Madison Senior Coalition 517 N Segoe Rd Ste 309 Madison WI 53705 391222036 501c3 40801 Program Operating Cost/Donor Designation for General Support Wil-Mar Neighborhood Center 953 Jenifer St Madison WI 53703 391796793 501c3 5877 Donor Designation for General Support Wisconsin Academy for Graduate Service Dogs 1338 Dewey Ct Madison WI 53703 391626569 501c3 42769 Donor Designation for General Support Wisconsin Environmental Education Foundation 800 Reserve St UW-Stevens Point 110B College of Natural Resources Stevens Point WI 54481 202042476 501c3 32303 Donor Designation for General Support Wisconsin Equal Justice Fund PO BOX 475 Wausau WI 54402 391904737 501c3 8656 Donor Designation for General Support Worker Center 2300 S Park St Ste 6 Madison WI 53713 412227413 501c3 7913 Program Operating Cost/Donor Designation for General Support YWCA of Madison 101 E Mifflin Street Madison WI 53703 390806303 501c3 938607 Program Operating Cost/Donor Designation for General Support YMCA of Dane County 8001 Excelsior Dr Ste 200 Madison WI 53717 390806253 501c3 93973 Program Operating Cost/Donor Designation for General Support Youth Services of Southern Wisconsin 1955 Atwood Avenue Madison WI 53704 391391737 501c3 155899 Program Operating Cost/Donor Designation for General Support 129 3 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 1 0 0 0 0 0 0 0 Leslie Ann Howard President/CEO 202271 0 17500 0 0 0 15983 0 16667 0 252421 0 0 0 Schedule J, Part I, Line 4 United Way of Dane County has always practiced total financial transparency. The details of this performance incentive were made public via local news media in 1998 and ever year since, the annual performance incentive was shared publicly on our Federal Form 990. Ms. Howard is obligated to aggressive annual goals and objectives that are approved and reviewed by the Board of Directors. She has consistently received outstanding annual performance reviews by the Board for meeting or exceeding these goals and objectives. The use of performance incentives is standard practice in many nonprofits and businesses across our community and in our nation, to retain a highly qualified and effective individual as President and CEO. Ms. Howard's leadership and guidance has been crucial to the growth and impact of United Way of Dane County. In the past several decades, she has lead our United Way to become a nationally recognized leader for our work in community impact and nearly quadrupled the size of our annual campaign. X 46 809954 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: $135,960; Change in Temporarily Restricted Net Assets: $1,226,337 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 345472 United Way of Dane County Foundation q 28395 United Way of Dane County Foundation r 63230 Schedule R, Part V, Line 1c The total contribution from the related organization was $345,472. Of that contribution, $207,255 is the transfer of earnings from individual board designated funds to fulfill campaign pledges. The remaining $138,217 is the contribution from the related organization for the year recorded in Part VIII of the Form 990.