2014-08-12T17:02:20-07:00 2013-12-31 990 2013-01-01 390817532 UNITED WAY OF DANE COUNTY INC UNIT 6082464350 PO Box 7548 Madison WI 537077548 Leslie Ann Howard President 6082464361 2014-08-13 2013 2015-11-30 17:44:51Z Leslie Ann Howard PO Box 7548 Madison WI 537077548 20889859 0 X UnitedWayDaneCounty.org X 1951 WI 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. 34 34 82 7807 0 0 18922161 19551983 0 0 50436 18313 73473 80277 19046070 19650573 14303913 14717538 0 0 3505886 3735106 0 0 1845495 1260592 1284771 19070391 19737415 -24321 -86842 22164676 24171215 5979653 5404097 16185023 18767118 To unite and focus the community to create measurable results in improving people's lives and strengthening our community. 0 0 4965577 4406286 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 Dane County young children 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 307 young children and their families with home visiting in 2013. 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. We served 1,338 children and 1,162 caregivers at 15 Play and Learns sites in 2013. Play and Learn sessions are weekly early childhood and parent enrichment programs that model for parents how to be their children's first teacher. We administered the Ages and Stages screener for early detection of potential developmental delays to 2,968 children in 2013. Our lead partners on these three Born Learning initiatives include Access Community Health Centers, Center for Families, Children's Hospital - Community Services Division, Community Coordinated Child Care, and the Literacy Network. Academic Achievement 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 852 volunteers to tutor 2,828 students at elementary schools in Madison, Middleton/Cross Plains and Sun Prairie. Centro Hispano is the lead agency partner on elementary tutoring. The result: 96% of teachers report volunteers contributed to increase in student skills. In addition we partnered with neighborhood and school-based programs aligned with our vision to promote academic achievement and engagement for more than 2,300 children and youth, including Big Brother Big Sisters, Cambridge Youth Centers, Deerfield Community Center, East Madison Community Center, Goodman Community Center, Kennedy Height Community Center, Literacy Network, Lussier Community Education Center, Madison Schools and Community Recreation, McFarland Community Center, Stoughton Community Center, and Vera Court. We are also working to help middle and high school students succeed in school and life. Our middle school tutoring initiative engaged 569 volunteers to tutor 1,263 students 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 recruited 196 volunteers to tutor 585 students in the Madison and Middleton schools. 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 community and school-based programs to promote success in school, work and life for more than 2,440 youth, including Big Brother Big Sisters, Boys and Girls Club, By Youth For Youth, partners, Centro Hispano, East Madison Community Center, Goodman Community Center, Kennedy Heights Neighborhood Center, Salvation Army, Simpson Street Free Press, and Vera Court. 4628153 3734581 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 2013, volunteers provided over 496,000 hours of volunteer service dedicated to advancing the Agenda for Change. Nearly 26,000 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 2013, 250 agency staff and board members participated in our training programs. In 2013, United Way 2-1-1 received 51,881 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 was a key partner in the implementation of our HealthConnect initiative (see Healthy for Life section above). Over 4,700 callers were offered preventative healthcare resources through 2-1-1. 3116955 2878774 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 free food, and (4) provide direct access to housing through Housing First. Among the results of our work in 2013: (1) 2,330 families and individuals received case management to remain stably housed, (2) More than 3,000 tax filers were assisted in filing state and federal taxes returning $4.278 million in refund dollars and $1.567 million in Earned Income Tax Credits to low-income individuals and families and 1,467 households learned financial literacy skills, (3) 8 million pounds of food were distributed to 150,000 households, a 60% increase from 2006, 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, Habitat for Humanity, Porchlight, The Road Home, Second Harvest of Southern Wisconsin, and YWCA of Madison. 1859424 1642371 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 2012-2013 school year, 2,748 sixth graders were screened for behavioral health issues and referred as needed for treatment. In addition, the FACE-Kids program conducted 102 behavioral health groups for 655 students in 44 schools and 6 off-site locations in 9 Dane County school districts. In addition, more than 2,530 students received mental health support and treatment through partnerships with Agrace, Canopy Center, Catholic Charities, Children's Hospital- Community Services Division, Community Partnerships, Family Services, Hancock Center, and Journey Mental Health and YMCA. In 2013, through United Way's support, 2,800 children and 294 pregnant women received preventive dental care, 1,742 children ages five and under received a well-child exam during the year, and 995 diabetics improved the management of their disease as a result of being connected with a community-based medical home. We partner with multiple health agencies including Access Community Health Centers, Triangle Community Ministry, the AIDS Network, American Heart Association, and Community Health Charities. In addition, United Way's new HealthConnect premium assistance program allowed 91 low-income individuals in 2013 to become or remain insured by paying their 2014 premiums for plans purchased through the Health Insurance Marketplace. 1229766 1090563 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 8 months we were able to help 227 people get a diploma, 132 people find employment, and 12 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 2013, Journey Home provided services for 676 individuals, including intensive one-to-one services to 71 individuals, only four of whom returned to prison. In 2013, Journey Home participants are returning to prison at a rate of 5.6% ; 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. 1133204 964963 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 2013, in partnership with the Wisconsin Pharmacy Quality Collaborative, we provided 257 comprehensive medication reviews to older adults, whose average age was 78. The Safety Assessments for the Elderly (S.A.F.E.) at Home program provided 240 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 947 recommendations. Most importantly, the fall rate for our participants post-assessment was 17.2% 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 468 seniors ages 65 and older in 2013, such as Exercise and Balancing Classes, Walking Club, Stretch and Strength and Tai Chi. Our partner agencies on these programs include the Catholic Charities, Goodman Community Center, and Northwest Dane Senior Services. We also support case management, nutrition and personal care programs for more than 3,100 seniors. Partner agencies include Agrace, 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 2013 we also worked in partnership with multiple agencies supporting more than 2,150 children, 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. 4222394 3697897 0 16933079 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 4 1 1 82 1 0 0 0 0 0 0 0 0 0 0 X 34 34 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 WI X X X Rick C Spiel United Way of Dane County Inc 6082464352 2059 Atwood Ave Madison WI 53704 Michael E Victorson Board Chair 1 0 X X 0 0 0 Nick Meriggioli 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 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 Kevin Heppner Board Member 1 0 X 0 0 0 Patricia Kampling Board Member 1 0 X 0 0 0 Gretchen R Lowe Board Member 1 0 X 0 0 0 Richard M Lynch 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 Lucia Nunez 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 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 Maryann Sumi 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 President/CEO (see schedule J) sec B, 1 & 2 41 4 X 212121 0 31656 Leslie Ann Howard President/CEO (see schedule J) Sec B, 3 41 4 X 241261 0 0 Rick C Spiel Executive VP-Chief Financial Officer 40 5 X 121227 0 25914 Deedra Atkinson Senior VP of Community Impact 40 0 X 126160 0 10942 Renee Moe Salus Executive VP of Resource Development and Marketing 40 0 X 107745 0 25206 808514 0 93718 4 0 1 0 0 440833 0 582664 103088 673221 17752177 817513 19551983 0 15995 0 0 15995 0 0 0 0 0 0 0 0 56749 0 99464 0 -42715 0 -42715 0 0 -42715 828210 0 825892 0 2318 0 2318 0 0 2318 297983 582664 303317 -5334 0 -5334 62709 10613 52096 0 0 52096 Other Miscellaneous Revenue 900099 76230 76230 0 0 0 0 0 0 76230 19650573 76230 0 22360 14717538 14717538 0 0 0 0 0 0 674700 309360 123787 241553 0 0 0 0 2157838 972495 406342 779001 208316 91413 44269 72634 481315 205740 104808 170767 212937 95572 38650 78715 0 0 0 0 0 0 0 0 33215 0 33215 0 0 0 0 0 0 0 0 0 0 0 63294 40345 6325 16624 246522 95206 14292 137024 9409 6972 574 1863 34841 16733 7352 10756 0 0 0 0 161383 68375 29139 63869 86445 50003 14666 21776 48120 12364 27046 8710 0 0 0 0 168666 71092 32620 64954 131844 56387 21702 53755 1708 721 330 657 Data Processing 123522 50783 20402 52337 Postage and Shipping 32566 3574 5294 23698 Membership Dues 25187 10689 4905 9593 118049 57717 23123 37209 19737415 16933079 958841 1845495 250 250 7858022 8741093 10548312 10671090 318856 1100600 0 0 0 0 0 0 0 0 57478 126077 4765186 2164741 2639779 2600445 24916 8092 711708 916212 0 0 0 0 5355 7356 22164676 24171215 466705 311273 5139294 4918992 0 0 0 0 0 0 0 0 0 0 0 0 373654 173832 5979653 5404097 X 4484315 4568703 11700708 14198415 0 0 16185023 18767118 22164676 24171215 X -86842 79109 0 0 0 2589828 X 0 1 X 1 1 1 X 18145159 18205774 19262495 18922161 19551983 94087572 0 0 0 0 0 0 0 0 0 0 0 0 18145159 18205774 19262495 18922161 19551983 94087572 1677955 92409617 124480 120268 87455 86714 72744 491661 0 0 0 0 0 0 75922 77607 72473 70781 76230 373013 94952246 0 0.97322 0.97241 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 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 3196622 55045 699431 0 52590 0 3898508 0.89 0.07 0.04 0 1 1 0 127593 127593 0 3496566 1189041 2307525 0 9645 4090 5555 0 776233 642679 133554 0 355149 328931 26218 2600445 0 Deferred Compensation 173832 173832 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, 2013, 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 2009 and prior. Loaned Executive 738353 582664 155689 0 297 310 3711 0 161155 Advertising 32906 0 32906 0 0 0 0 0 26013 10 109388 0 109388 0 3894 22180 33929 2080 49748 880647 582664 297983 0 4191 22490 37640 2080 236916 303317 -5334 0 0 0 0 0 0 0 0 0 0 62709 0 10613 0 0 1 1 62709 0 10613 0 0 10613 52096 WI 1 0 1 0 0 1 Bill Monkemeyer 2059 Atwood Avenue Madison WI 53704 0 Renee Moe 1432 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 Meriter Foundation 202 S Park St Madison WI 53715 237098688 501c3 6113 Program Operating Cost/Donor Designation for General Support Madison Area Rehabilitation Centers 901 Post Rd Madison WI 53713 390968930 501c3 5042 Donor Designation for General Support Care Wisconsin PO Box 8693 Madison WI 53708 391245329 501c3 5073 Donor Designation for General Support Community Work Services 3240 University Ave Ste 5 Madison WI 53705 391498287 501c3 5415 Donor Designation for General Support Mount Horeb Youth Center 105 N Grove St Mt Horeb WI 53572 455558011 501c3 6248 Program Operating Cost/Donor Designation for General Support Family Support and Resource Centers 101 Nob Hill Rd Ste 201 Madison WI 53713 391533767 501c3 6312 Donor Designation for General Support Wil-Mar Neighborhood Center 953 Jenifer St Madison WI 53703 391796793 501c3 6739 Donor Designation for General Support Madison Children's Museum 100 N Hamilton St Madison WI 53703 391383497 501c3 9107 Donor Designation for General Support Worker Center 2300 S Park St Ste 6 Madison WI 53713 412227413 501c3 9156 Program Operating Cost/Donor Designation for General Support Safe Harbor Child Advocacy Center Inc 1457 E Washington Ave Ste 102 Madison WI 53703 392004933 501c3 9411 Donor Designation for General Support Cambridge Area Youth Center PO Box 54 Cambridge WI 53523 391924511 501c3 9470 Program Operating Cost/Donor Designation for General Support Stoughton Youth Center 518 S Fourth Street Stoughton WI 53589 396005622 501c3 10067 Program Operating Cost/Donor Designation for General Support Hope House Building Corporation 312 Wisconsin Ave Madison WI 53703 721574555 501c3 11814 Donor Designation for General Support Nehemiah Community Development Corp PO Box 9861 Madison WI 53715 391736091 501c3 12624 Donor Designation for General Support East Madison Monona Coalition of the Aging 4142 Monona Dr Madison WI 53716 391211331 501c3 12806 Program Operating Cost/Donor Designation for General Support Deerfield Community Center PO Box 404 Deerfield WI 53531 391899306 501c3 14134 Program Operating Cost/Donor Designation for General Support Girl Scouts of the Black Hawk Council 2710 Ski Ln Madison WI 53713 390806331 501c3 14662 Program Operating Cost/Donor Designation for General Support Madison School Community Recreation 3802 Regent St Madison WI 53705 392034615 501c3 16375 Program Operating Cost/Donor Designation for General Support Madison Apprenticeship Program PO Box 44842 Madison WI 53711 392016458 501c3 16548 Program Operating Cost/Donor Designation for General Support Triangle Community Ministry 755 Braxton Place Apt B109 Madison WI 53715 391425047 501c3 16562 Program Operating Cost/Donor Designation for General Support McFarland Youth Center PO Box 362 McFarland WI 53558 611500763 501c3 16786 Program Operating Cost/Donor Designation for General Support Community Coordinated Child Care (4C) in Dane Co PO Box 45320 Madison WI 53744 391165742 501c3 17862 Program Operating Cost/Donor Designation for General Support Pharmacy Society of Wisconsin 701 Heartland Tr Madison WI 53717 390714490 501c6 18000 Program Operating Cost Ronald McDonald House 2716 Marshall Ct Madison WI 53705 391655790 501c3 18165 Donor Designation for General Support Community Partnerships 1334 Dewey Ct Madison WI 53703 912064768 501c3 19121 Program Operating Cost/Donor Designation for General Support Sunshine Place 18 Rickel Rd Sun Prairie WI 53590 205398498 501c3 20289 Program Operating Cost/Donor Designation for General Support Dane County CASA 211 S Carroll St 206 Madison WI 53703 201717869 501c3 20310 Program Operating Cost/Donor Designation for General Support Henry Vilas Zoological Society 606 S Randall Ave Madison WI 53716 396077008 501c3 21389 Donor Designation for General Support Hope Haven 702 S High Point Rd Madison WI 53719 391178878 501c3 22594 Program Operating Cost/Donor Designation for General Support Stoughton Area Resource Team 248 W Main St Stoughton WI 53589 412076251 501c3 23720 Program Operating Cost/Donor Designation for General Support Lussier Community Education Center 55 S Gammon Rd Madison WI 53717 391938173 501c3 23910 Program Operating Cost/Donor Designation for General Support Simpson Street Free Press PO Box 6307 Monona WI 53716 391882258 501c3 24096 Program Operating Cost/Donor Designation for General Support Society of St Vincent de Paul 1109 Jonathon Dr Madison WI 53713 390824876 501c3 24140 Donor Designation for General Support AIDS Network Madison PO Box 731 Madison WI 53701 391548528 501c3 26123 Program Operating Cost/Donor Designation for General Support Gilda's Club of Madison 7907 UW Health Court Middleton WI 53562 061662883 501c3 27802 Donor Designation for General Support Cornucopia 306 N Brooks St Madison WI 53715 391865263 501c3 28572 Program Operating Cost/Donor Designation for General Support Hancock Center for Movement Arts & Therapies 16 N Hancock St Madison WI 53703 391443008 501c3 28803 Program Operating Cost/Donor Designation for General Support The River Food Pantry 2201 Darwin Rd Madison WI 53704 204179749 501c3 30557 Donor Designation for General Support Energy Services Inc 1225 S Park St Madison WI 53715 391443614 501c3 33733 Donor Designation for General Support Three Gaits PO Box 153 Oregon WI 53575 391472538 501c3 35193 Donor Designation for General Support South Madison Coalition of the Elderly 128 E Olin Ave Suite 110 Madison WI 53713 391222287 501c3 36460 Program Operating Cost/Donor Designation for General Support Friends of the Financial Education Center 2300 S Park St Ste 22 Madison WI 53713 208961015 501c3 36846 Program Operating Cost/Donor Designation for General Support DeForest Area Community and Senior Center 505 N Main St DeForest WI 53532 391371808 501c3 37099 Program Operating Cost/Donor Designation for General Support Epilepsy Foundation - South Central Wisconsin 1302 Mendota Street 100 Madison WI 53714 391370658 501c3 37443 Program Operating Cost/Donor Designation for General Support Madison Area Technical College 3550 Anderson St Madison WI 53707 237265867 501c3 38810 Program Operating Cost Wisconsin Academy for Graduate Service Dogs 1338 Dewey Ct Madison WI 53703 391626569 501c3 41174 Donor Designation for General Support Kennedy Heights Community Center 199 Kennedy Heights Madison WI 53704 391519846 501c3 41569 Program Operating Cost/Donor Designation for General Support Access to Independence 301 S Livingston St Ste 200 Madison WI 53703 391240200 501c3 42149 Program Operating Cost/Donor Designation for General Support Northwest Dane Senior Services 1940 Blue Mounds St Ste 2 Black Earth WI 53515 391691930 501c3 42784 Program Operating Cost/Donor Designation for General Support West Madison Senior Coalition 517 N Segoe Rd Ste 309 Madison WI 53705 391222036 501c3 43409 Program Operating Cost/Donor Designation for General Support NAMI Dane County 2059 Atwood Ave Madison WI 53704 391270706 501c3 46330 Program Operating Cost/Donor Designation for General Support Lutheran Social Services of WI & Upper Michigan 6314 Odana Rd Madison WI 53719 390816846 501c3 50073 Program Operating Cost/Donor Designation for General Support ARC Community Services 2001 W Beltline Hwy Ste 102 Madison WI 53713 510163796 501c3 50735 Program Operating Cost/Donor Designation for General Support North Eastside Senior Coalition 1625 Northport Dr Ste 125 Madison WI 53704 391217221 501c3 61284 Program Operating Cost/Donor Designation for General Support East Madison Community Center 8 Straubel Ct Madison WI 53704 391941839 501c3 61901 Program Operating Cost/Donor Designation for General Support Goodman Community Center 149 Waubesa St Madison WI 53704 391919172 501c3 78914 Program Operating Cost/Donor Designation for General Support Rainbow Project 831 E Washington Ave Madison WI 53703 391422626 501c3 80403 Program Operating Cost/Donor Designation for General Support Colonial Club 301 Blankenheim Ln Sun Prairie WI 53590 237071027 501c3 83079 Program Operating Cost/Donor Designation for General Support Middleton Outreach Ministry 7432 Hubbard Ave Middleton WI 53562 391484945 501c3 90860 Program Operating Cost/Donor Designation for General Support Jewish Social Services of Madison 6434 Enterprise Ln Madison WI 53719 391300430 501c3 147071 Program Operating Cost/Donor Designation for General Support Habitat for Humanity of Dane County PO Box 258128 Madison WI 53725 391592769 501c3 112552 Program Operating Cost/Donor Designation for General Support YMCA of Dane County 8001 Excelsior Dr Ste 200 Madison WI 53717 390806253 501c3 121228 Program Operating Cost/Donor Designation for General Support Omega School 835 West Badger Rd Madison WI 53713 391166888 501c3 121230 Program Operating Cost/Donor Designation for General Support Operation Fresh Start 1925 Winnebago St Madison WI 53704 237108090 501c3 123566 Program Operating Cost/Donor Designation for General Support Vera Court Neighborhood Center 614 Vera Ct Madison WI 53704 391945609 501c3 125958 Program Operating Cost/Donor Designation for General Support Family Service 128 E Olin Ave Ste 100 Madison WI 53713 390806186 501c3 128689 Program Operating Cost/Donor Designation for General Support Canopy Center 2120 Fordem Ave Ste 110 Madison WI 53704 510211908 501c3 130481 Program Operating Cost/Donor Designation for General Support Home Health United Xtra Care 4639 Hammersley Road Madison WI 53711 391539827 501c3 140675 Program Operating Cost/Donor Designation for General Support Independent Living 815 Forward Dr Madison WI 53711 391186642 501c3 151635 Program Operating Cost/Donor Designation for General Support Youth Services of Southern Wisconsin 1955 Atwood Avenue Madison WI 53704 391391737 501c3 159804 Program Operating Cost/Donor Designation for General Support Journey Mental Health Center 625 W Washington Ave Madison WI 53703 390806445 501c3 167402 Program Operating Cost/Donor Designation for General Support Agrace HospiceCare 5395 E Cheryl Pkwy Fitchburg WI 53711 391319537 501c3 172135 Program Operating Cost/Donor Designation for General Support Boys & Girls Club of Dane County 2001 Taft St Madison WI 53713 391925617 501c3 181322 Program Operating Cost/Donor Designation for General Support Dane County Humane Society 5132 Voges Rd Madison WI 53718 390806335 501c3 181993 Donor Designation for General Support Madison-Area Urban Ministry 2300 S Park St Ste 5 Madison WI 53713 237298482 501c3 193148 Program Operating Cost/Donor Designation for General Support American Red Cross Badger Chapter PO Box 5905 Madison WI 53705 390806193 501c3 222494 Program Operating Cost/Donor Designation for General Support Domestic Abuse Intervention Services PO Box 1761 Madison WI 53701 391268238 501c3 262903 Program Operating Cost/Donor Designation for General Support The Road Home 128 E Olin Ave Ste 202 Madison WI 53713 311618925 501c3 242538 Program Operating Cost/Donor Designation for General Support Big Brothers Big Sisters of Dane County 2059 Atwood Ave Madison WI 53704 391077783 501c3 243011 Program Operating Cost/Donor Designation for General Support Literacy Network 1118 S Park St Madison WI 53715 510180488 501c3 258367 Program Operating Cost/Donor Designation for General Support Second Harvest Foodbank of Southern WI 2802 Dairy Drive Madison WI 53718 391490691 501c3 284419 Program Operating Cost/Donor Designation for General Support Community Action Coalition for South Central WI 1717 N Stoughton Rd Madison WI 53704 391053827 501c3 291683 Program Operating Cost/Donor Designation for General Support The Salvation Army of Dane County 630 E Washington Ave Madison WI 53703 362167910 501c3 303539 Program Operating Cost/Donor Designation for General Support Access Community Health Centers 3434 E Washington Ave Madison WI 53704 391391134 501c3 330461 Program Operating Cost/Donor Designation for General Support Porchlight 306 N Brooks St Madison WI 53715 391579521 501c3 426994 Program Operating Cost/Donor Designation for General Support Children's Service Society of Wisconsin 1716 Fordem Ave Madison WI 53704 390806380 501c3 432397 Program Operating Cost/Donor Designation for General Support Urban League of Greater Madison 2222 S Park St Ste 200 Madison WI 53713 391098146 501c3 457182 Program Operating Cost/Donor Designation for General Support Centro Hispano of Dane County 810 W Badger Rd Madison WI 53713 930844812 501c3 494102 Program Operating Cost/Donor Designation for General Support Catholic Charities Diocese of Madison PO Box 46550 Madison WI 53744 390807067 501c3 648658 Program Operating Cost/Donor Designation for General Support YWCA of Madison 101 E Mifflin Street Madison WI 53703 390806303 501c3 844698 Program Operating Cost/Donor Designation for General Support Center for Families 2120 Fordem Ave Madison WI 53704 391624393 501c3 964676 Program Operating Cost/Donor Designation for General Support United Way of Green County Inc PO Box 511 Monroe WI 53566 396060531 501c3 7202 Donor Designation for General Support Portage Area United Way PO Box 354 Portage WI 53901 237166773 501c3 8218 Donor Designation for General Support Sauk-Prairie United Way PO Box 122 Prairie Du Sac WI 53578 391318028 501c3 12429 Donor Designation for General Support United Way of Blackhawk Region 205 N Main St Ste 101 Janesville WI 53545 396006734 501c3 17609 Donor Designation for General Support Boy Scouts of America PO Box 14135 Madison WI 53708 391417416 501c3 31271 Donor Designation for General Support Madison Public Library Foundation 201 W MIFFLIN ST Madison WI 53703 391777242 501c3 23322 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 University of Wisconsin Eau Claire Foundation 105 GARFIELD AVE Eau Claire WI 54701 390972350 501c3 19400 Donor Designation for General Support Pregnancy Helpline Inc of Madison PO Box 5261 Madison WI 53705 391419746 501c3 18107 Donor Designation for General Support BLACKHAWK EVANGELICAL FREE CHURCH INC 9620 Brader Way Middleton WI 53562 391328199 501c3 13600 Donor Designation for General Support University of Wisconsin Whitewater Foundation 800 W Main St Whitewater WI 53190 396081189 501c3 12000 Donor Designation for General Support Foundation for Madison Public Schools 455 SCIENCE DR STE 130 Madison WI 53711 392043104 501c3 8405 Donor Designation for General Support Care Net Pregnancy Center of Dane County 1350 MacArthur Rd Madison WI 53714 391472091 501c3 7721 Donor Designation for General Support United Fund of Iowa County PO BOX 63 Dodgeville WI 53533 237140278 501c3 7649 Donor Designation for General Support Aldo Leopold Nature Center 6515 GRAND TETON PLAZA Madison WI 53719 391786897 501c3 6596 Donor Designation for General Support Foundation for Big Brothers Big Sisters of Dane County 2059 Atwood Ave Madison WI 53704 391576671 501c3 6235 Donor Designation for General Support Wisconsin Lutheran Child and Family Services W175 N11120 Stonewood Drive Germantown WI 53022 391047224 501c3 5231 Donor Designation for General Support Home Health United Foundation 4639 Hammersley Rd Madison WI 53711 391705111 501c3 5186 Donor Designation for General Support American Heart Association 2850 Dairy Dr Ste 300 Madison WI 53718 135613797 501c3 189159 Donor Designation for General Support Community Health Charities of Wisconsin 6737 W Washington St Ste 2253 West Allis WI 53214 391261126 501c3 850434 Donor Designation for General Support Beth Israel Center 1406 Mound St Madison WI 53711 131659707 501c3 30000 Donor Designation for General Support Congregation Shaarei Shamayim PO Box 55061 Madison WI 53705 391678580 501c3 30000 Donor Designation for General Support UW Hillel Foundation 611 LANGDON ST Madison WI 53703 392035142 501c3 30000 Donor Designation for General Support Madison Jewish Community Day School 2702 Arbor Drive Madison WI 53711 300469084 501c3 25000 Donor Designation for General Support Temple Beth El 2702 ARBOR DR Madison WI 53711 396007966 501c3 30000 Donor Designation for General Support Dean Foundation 2711 Allen Blvd Middleton WI 53562 391546086 501c3 27935 Donor Designation for General Support United Way of Dane County Foundation 2059 Atwood Ave Madison WI 53704 391763471 501c3 46357 Donor Designation for General Support University of Wisconsin Foundation 1848 UNIVERSITY AVE Madison WI 53726 390743975 501c3 11058 Donor Designation for General Support Special Olympics Wisconsin 2310 CROSSROADS DRIVE Madison WI 53718 391176591 501c3 5111 Donor Designation for General Support America's Charities 14150 Newbrook Drive Suite 110 Chantilly VA 20151 541517707 501c3 58999 Donor Designation for General Support American Red Cross National Headquarters PO Box 73857 Chicago IL 606737857 530196605 501c3 6198 Donor Designation for General Support Animal Charities of America PO Box 45754 San Francisco CA 94145 943193389 501c3 6885 Donor Designation for General Support Christian Charities USA Federation PO Box 45754 San Francisco CA 94145 943255961 501c3 7025 Donor Designation for General Support Christian Service Charities PO Box 79704 Baltimore MD 212799704 943193374 501c3 6079 Donor Designation for General Support Community Health Charities National PO Box 75153 Baltimore MD 212755153 136167225 501c3 11180 Donor Designation for General Support Community Shares of Wisconsin 612 W Main St Ste 200 Madison WI 537034714 391172378 501c3 371146 Donor Designation for General Support EarthShare PO Box 4011 Washington DC 200424011 521601960 501c3 127798 Donor Designation for General Support Global Impact PO Box 409616 Atlanta GA 303849616 521273585 501c3 149630 Donor Designation for General Support Great Rivers United Way 1855 E Main St Onalaska WI 54650 390848188 501c3 8093 Donor Designation for General Support Health & Medical Research Charities PO Box 45754 San Francisco CA 94145 943217739 501c3 7048 Donor Designation for General Support Military Family and Veterans Service Organizations of America PO Box 45754 San Francisco CA 94145 943193418 501c3 8813 Donor Designation for General Support Access to Community Services 5900 Monona Dr Suite 203 Monona WI 53716 391485069 501c3 55158 Donor Designation for General Support Hunger Relief Fund Wisconsin 201 S Hawley Ct Milwaukee WI 53214 391345847 501c3 87348 Donor Designation for General Support Independent Charities of America 1100 Larkspur Landing Circle Suite 340 Larkspur CA 94939 943067804 501c3 133055 Donor Designation for General Support Neighbor to Nation co Sun Trust Bank 1000 Stewart Ave Lock Box 79991 Glen Burnie MD 21061 541879282 501c3 35039 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 37951 Donor Designation for General Support 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 1 0 0 0 0 0 0 0 Leslie Ann Howard President 194621 0 17500 0 241261 0 15372 0 15052 0 483806 0 220388 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. In 2013 Leslie Ann Howard President / CEO vested in a performance incentive fund under her Executive Incentive Agreement with United Way of Dane County and received a one-time distribution of the fund balance in the amount of $241,261. X 52 817513 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 $(10,967) - Gain on Donor Designated Pledges; $103,088 - Distribution from United Way of Dane County Foundation eliminated in audit; $2,497,707 - Change in Temporarily Restricted Net Assets. United Way of Dane County Foundation 2059 Atwood Ave Madison WI 53704 391763471 Fundraising WI 501(a) 501(c)(3) 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 307082 United Way of Dane County Foundation q 1538 United Way of Dane County Foundation r 61964 Schedule R, Part V, Line 1c The total contribution from the related organization was $307,082. Of that contribution, $203,994 is the transfer of earnings from individual board designated funds to fulfill campaign pledges. The remaining $103,088 is the contribution from the related organization for the year recorded in Part VIII of the Form 990.