2013-08-08T15:30:24-07:00 2012-12-31 990 2012-01-01 390817532 UNITED WAY OF DANE COUNTY INC UNIT 6082464350 PO Box 7548 Madison WI 537077548 Leslie Ann Howard 6082464361 2013-08-09 2012 2016-02-24 21:20:13Z Leslie Ann Howard PO Box 7548 Madison WI 537077548 20215188 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 79 6701 0 0 19262495 18922161 0 0 49112 50436 70644 73473 19382251 19046070 14884413 14303913 0 0 3230504 3505886 0 0 1752977 1151061 1260592 19265978 19070391 116273 -24321 21574289 22164676 6167884 5979653 15406405 16185023 To unite and focus the community to create measurable results in improving people's lives and strengthening our community. 0 0 4590001 3706489 0 Agency and Volunteer Development - United Way engages our community, mobilizes volunteers and strengthens local nonprofits to achieve measurable results and change lives. Our Volunteer Engagement Mobilization Plan goal is by 2020, to increase volunteerism to 800,000 hours in the Agenda for Change 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 2012 volunteers provided over 655,000 hours of volunteer service dedicated to advancing the Agenda for Change, and strongly influenced the recruitment of 18.1 million hours of volunteer service in total for Dane County. 30,702 visitors searched VolunteerYourTime.org to get connected with the perfect volunteer opportunity in Dane County. 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. Through the Annual Campaign we are providing funding to over 500 agencies and other United Way's. In 2012 United Way's 2-1-1 center answered 61,657 calls for help. 2-1-1 Center is available 24 hours a day, seven days a week and is staffed by trained specialists who help individuals and families find fast, free and confidential help in health and human services. In 2012 2-1-1 was awarded national accreditation by the Alliance of Information and Referral Systems. 4451453 3928354 0 Growing Up Getting Ready - All students succeed academically and graduate from high school, regardless of race. We have two overarching goals for our children and youth. First, we're assuring all young children in Dane County are cared for and have fun as they become prepared for school. Our Born Learning Mobilization Plan's goal is by 2013, 75% of our children will be ready for kindergarten as measured by a community assessment tool. Strategies include home visitation (serving 870 families in 2012) and Play & Learns (regular, weekly pre-school demonstrations for both parent/caregiver and child) to teach parents how to be their children's first teacher. Early development screening of children at 18 months, 36 months, and 60 months through programs and health care through Dane County assures the early detection of potential developmental delays. In 2012, 980 children and 964 caregivers attended 18 Play & Learns. The Ages and Stages screener was administered to 2,352 children. Of those screened, 12% were identified with potential delays and referred for treatment. Secondly, we're insuring that all students succeed academically and graduate from high school, regardless of race. Our Schools of Hope Mobilization Plan goal is no more than 5% of any student group will score minimal on the 4th grade WKCE (WI Knowledge and Concepts Exam) and by 2015 the proportion of Students of Color scoring advanced or proficient on the 4th grade WKCE will increase. Our Achievement Connections Mobilization Plan goals is we'll improve the passage of algebra in high school, and increase the graduation rate in Dane County from 91.4% to 95% by 2020 with an interim goal of 93.2% by 2016. Our academic support strategy is tutoring at all levels with a focus on early grade reading, math at middle school, and algebra at high school. Our tutoring initiative engaged 1,748 volunteers in 4 school districts, tutoring 8300+ students K-12. In 2012 9% of 4th graders scored minimal on state tests, the percent of students completing algebra remained at 80%, and all but three Dane County districts graduated at least 90% of their students. 2945740 2715883 0 Basic Needs - There is a decrease in family homelessness. Our goal is to reduce family homelessness and the number of children in shelter by 50% in Dane County by 2015 (as measured through our partnership with Dane County shelters) by expanding eviction prevention strategies and providing direct access to stable housing for families facing homelessness. We have reduced our reliance on shelter as the first line of defense for Dane County families. The strategies we invest in are landlord and tenant connections and financial counseling, quality case management, access to surplus/free food, and direct access to permanent housing through Housing First. By 2015, we will reduce the number of Dane County school-age children in shelter from 109 to 54. By 2010 we reduced that number to 87 (-23%) in shelters. In 2012, 7.4 million pounds of food were distributed to 150,000 households, over a 50% increase from 2006. In 2012, 3,738 households learned financial literacy skills and 980 families were assisted in filing their Earned Income Tax Credit (EITC), 2,028 families received case management and 155 families were stably housed in our Housing First programs eliminating their time in shelter and improving potential for their children's' school success. 1726874 1611613 0 Healthy for Life - Health issues are identified and treated early. Our Health Agenda focuses on removing barriers and providing access to physical/behavioral health and dental resources so that people's health issues are identified and treated early. Connecting people who have low incomes and are uninsured with health care and dental homes is a primary strategy and proven best practice. These 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. In 2012, 751 children and 219 pregnant women received preventive dental care, 419 children received a well-child exam prior to entrance into kindergarten and 885 diabetics improved the management of their disease as a result of being connected with a community-based medical home through United Way's support. Our work on health is also tightly connected with other United Way goals. Our relationship with Dane County healthcare providers has led to use of a common developmental screening tool, the Ages & Stages Questionnaire, becoming a part of well child visits throughout our community. The early detection and treatment of developmental delays that are identified through this screener is critical to assuring that children are ready to learn when they enter kindergarten. Significant investments also address the early identification and treatment of behavioral and mental health issues that keep kids from learning. This is a critical component of keeping youth connected to school, families and the community and on-track for graduation. During the 2011/2012 school year, 2,500 sixth graders were screened for behavioral health issues, 60 of those required and received intervention. FACE-Kids is another school-based program that provides prevention/early intervention services to students at all grade levels; 633 students participated in 102 behavioral health groups offered in 49 schools and 5 off-site locations in 11 Dane County school districts. 1443269 1267745 0 Safe Community Strong Neighborhoods - There is a reduction in violence toward individuals and families. We have three main focus areas. First, Achievement Connections is the initiative that works to keep our youth in school and on track to graduate from high school with a combination of middle and high school strategies. Our goal is to 1)increase the graduation rate in Dane County from 91.4% to 95% by 2020 with an interim goal of 93.2% by 2016, and 2) Increase the graduation rate for MMSD students from 74.5% to 84.5% by 2020 (or an additional 197 students will graduate by 2020) with an interim goal of 79.5% by 2016. To achieve this goal, our strategies are: 1) Increase student engagement in the classroom, after school and in the community (see description of tutoring results under Growing Up Getting Ready). 2) Increase parents' engagement and social support 3) Increase the identification and treatment of behavioral health issues. 4) Drop-out recovery. High school graduation rates in Middleton/Cross Plains and Oregon are increasing thanks to these strategies. Our work is yielding results. In 2012, the Dane County Graduation rate was 92.1% which is an important increase over the 2005 graduation rate of 90%. In addition, we've reduced habitual truancy by 20%, drop-out rates by 21.4%, and have engaged 2100+ parents. Second, our 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. While the return-to-prison rate for Dane County has decreased from 66% (in 2006) to 19% (in 2012), Journey Home participants are returning to prison at a rate of 7% in 2012, exceeding our goal of 10%, and keeping our community safer. In 2012 we have interviewed and provided services for 403 individuals. We have provided more intensive services to 75 individuals with only 6 of those individuals returning to prison. 34 have found residency, 44 have found employment, 406 have received support and treatment and an additional 561 bus tokens have been given out to facilitate transportation. Third, our drop-out recovery strategy, HIRE Education Employment Initiative, is also keeping the community safer by helping individuals 18+ get the literacy and numeracy skills, high school equivalency diplomas, life skills, communication skills, and employability skills they need to find and maintain employment. In 2012 we began working with the Madison Metropolitan School District to look at strategies that would help increase the attendance of our students of color, which will be launched in 2013. We are also investing in programs focused on personal safety which includes child and domestic abuse, fire and disaster safety. 1219689 1073827 0 Self-Reliance and Independence - Seniors and people with disabilities are able to stay in their homes. We work to provide support for seniors and people with disabilities to help them live independently in their homes. During United Way's Safe and Healthy Aging Delegation work, we found that adverse drug events and falls are two acute yet preventable conditions that precipitate hospitalization and institutionalization among older adults. Therefore, we have set a 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 as measured by our partnership with healthcare providors. We have implemented four strategies to getting this accomplished. These strategies are as follows: (1) Identify and assess seniors at risk of Adverse Drug Events (ADE) and/or falls in Dane County, (2) Connect physicians and other health care providers with community-based resources to meet the non-medical needs of their patients that can help prevent falls and Adverse Drug Events, (3) Provide caregivers with access to resources and tools that help seniors remain safe, and (4) Help the community understand and advocate for the prevention of Adverse Drug Events and falls. In 2012, our three prong approach to reduce ADE and falls included the following: 1. Comprehensive Medication Reviews (CMR's) - an evidence-based comprehensive screening tool to help trained Wisconsin Pharmacy Quality Collaborative (WPQC) pharmacists detect the risk of adverse drug events for low-income seniors in Dane County. The pharmacists reviews the senior's medications, including prescription and over-the counter medications, herbal therapies, and dietary supplements. After the review, the pharmacist contacts the patient's doctor(s) to discuss any need to make adjustments to the medication the person is taking. We have provided extensive outreach to low-income seniors that have resulted in hundreds receiving Comprehensive Medication Reviews. In 2012, we provided 284 comprehensive medication reviews to older adults and of these older adults 70% received at least one therapy recommendation from a Wisconsin Pharmacy Quality Collaborative pharmacist. The average age of seniors served was 77.5 and they were taking a worrisome average of 13.35 medications, which exposes them to 100% chance of experiencing an Adverse Drug Event. A total of 433 recommendations were made by pharmacists. Our results show that seniors are benefitting from comprehensive medication review services and are pleasantly satisfied with the results of the med review as the average patient satisfaction depicts a 9.46 rating on a 10 point scale. 2. Safety Assessments for the Elderly (S.A.F.E at Home Program) - In-home safety assessments coordinated and administered by a masters-prepared medical social worker with extensive experience with older adults. Research has shown that physiological limitations and hazards in the home environment are two of the major causes of falls in the home. The S.A.F.E. program has proven to be very effective as it involves an initial safety assessment, followed by six months of follow-up phone calls. In 2012, we served 350 low-income seniors ages 65 and older assessing their physiological limitations and hazards in their home. Out of this assessment came 1193 recommendations with 746 of these recommendations being completed (63% of recommendations made were fulfilled after follow-up). Of the seniors served, 187 referrals were made to 40 other community agencies connecting these senior to a range of services which included stepping on classes. The fall rate from participants who had fallen post assessment was 11.43% which is much lower than the national average of 33%. The average age of a senior receiving an in-home assessment was 82 years of age. 3. Falls Prevention Work - (Exercise and Balancing Classes, Walking Club, Stretch and Strength and Tai Chi). In 2012, we served 300 seniors ages 65 and older in the community by engaging them in multiple exercise options through our partner agencies. 4389832 3953185 0 16377026 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 1 1 1 79 1 0 0 0 0 0 0 0 0 0 0 X 34 34 0 0 1 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 Gary Wolter 1 1 X X 0 0 0 Michael E Victorson 1 X X 0 0 0 Kevin Heppner 1 X X 0 0 0 Bettsey Barhorst 1 X 0 0 0 Ryan E Behling 1 X 0 0 0 Anna Marie Burish 1 X 0 0 0 Mary P Burke 1 X 0 0 0 Salvador Carranza 1 X 0 0 0 Greg Dombrowski 1 X 0 0 0 Enid Glenn 1 X 0 0 0 Kevin Gundlach 1 X 0 0 0 JoAnn M Hart 1 X 0 0 0 William Johnston 1 X 0 0 0 Jina L Jonen 1 X 0 0 0 Patricia Kampling 1 X 0 0 0 Gretchen R Lowe 1 X 0 0 0 Richard M Lynch 1 X 0 0 0 Nick Meriggioli 1 X 0 0 0 Deirdre A Morgan 1 X 0 0 0 Michael L Morgan 1 X 0 0 0 Douglas S Nelson 1 X 0 0 0 Lucia Nunez 1 X 0 0 0 Dan Rashke 1 X 0 0 0 Jim Riordan 1 1 X 0 0 0 Anne E Ross 1 X 0 0 0 Karlyn Russell 1 X 0 0 0 Jack C Salzwedel 1 X 0 0 0 Craig Samitt MD 1 X 0 0 0 Kim M Sponem 1 X 0 0 0 Dave K Stark 1 X 0 0 0 Doug Strub 1 X 0 0 0 Tim J Sullivan 1 X 0 0 0 Maryann Sumi 1 X 0 0 0 Thomas J Zimbrick 1 X 0 0 0 Leslie Ann Howard 41.00 4 X 199965 0 56223 Rick C Spiel 40.00 5.00 X 115373 0 25574 Deedra Atkinson 40.00 X 123535 0 10865 438873 0 92662 3 0 1 0 0 103909 0 592283 88954 748389 17388626 720021 18922161 0 29965 0 0 29965 0 0 0 0 0 0 0 0 56749 0 71976 0 -15227 0 -15227 0 0 -15227 740492 0 720021 0 20471 0 20471 0 0 20471 347717 592283 372274 -24557 0 -24557 47323 4847 42476 0 0 42476 Other Miscellaneous Revenue 900099 70781 70781 0 0 0 0 0 0 70781 19046070 70781 0 53128 14303913 14303913 672995 307015 131655 234325 2014408 884830 406345 723233 189014 85608 41837 61569 431024 184733 99647 146644 198445 87903 39461 71081 33545 0 33545 0 74051 49083 1499 23469 265495 78977 10882 175636 10180 7616 992 1572 31196 13956 6893 10347 142144 60925 25236 55983 88503 49640 17511 21352 38926 12328 15975 10623 164621 69404 31986 63231 140235 72576 18391 49268 6776 2856 1317 2603 Data Processing 99336 40562 16318 42456 Postage and Shipping 29097 4281 5057 19759 Membership Dues 24660 10471 4825 9364 111827 50349 31016 30462 19070391 16377026 940388 1752977 250 250 7577589 7858022 10112051 10548312 373964 318856 0 0 0 0 0 0 0 0 68128 57478 4654159 2014380 2729708 2639779 29176 24916 674343 711708 0 0 0 0 9080 5355 21574289 22164676 413985 466705 5422620 5139294 0 0 0 0 0 0 331279 373654 6167884 5979653 X 4373407 4484315 11032998 11700708 0 0 15406405 16185023 21574289 22164676 X -24321 0 0 0 0 802939 X 0 1 X 1 1 1 X 19414515 18145159 18205774 19262495 18922161 93950104 0 0 0 0 0 0 0 0 0 0 0 0 19414515 18145159 18205774 19262495 18922161 93950104 1679230 92270874 145011 124480 120268 87455 86714 563928 0 0 0 0 0 0 77707 75922 77607 72473 70781 374490 94888522 0 0.97241 0.97843 X 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 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 3829268 216894 -690775 0 158765 0 3196622 0.89 0.08 0.03 0 1 1 0 127593 127593 0 3496566 1097978 2398588 0 9645 3125 6520 0 672480 588707 83773 0 347875 324570 23305 2639779 0 Deferred Compensation 373654 373654 X SchD_P05_S00_L04 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. SchD_P10_S00_L02 Schedule D, Part X, Line 2 The Corporation is classified as a publicly-supported organization by the Internal Revenue Service and is exempt from federal income taxes under Section 501(c)(3) of the Internal Revenue Code. The corporation is also exempt from Wisconsin franchise, income and property tax. At December 31, 2012 and 2011, there were no unrecognized tax benefits identified or recorded as liabilities. It is the Campaign's policy to recognize interest and penalties associated with unrecognized tax benefits as other expenses in the statement of operations and changes in net assets. Loaned Executive 758596 592283 166313 0 49 0 7027 0 174628 Advertising 60000 0 60000 0 0 0 0 0 61833 10 121403 0 121403 0 44929 9040 39744 900 34123 939999 592283 347716 0 44978 9040 46771 900 270584 372273 -24557 47323 4847 1 1 47323 0 4847 0 0 4847 42476 WI 1 0 1 0 0 1 Jennifer Goodall 2059 Atwood Ave Madison WI 53704 0 Renee Moe 1330 Supervises and manages the gaming operations. X 0 0 SchG_P03_S00_L17b Schedule G, Part III, Line 17b Profits were utilized to achieve long-lasting solutions through the Agenda for Change, the seven goals identified by our community as most vital. By targeting specific goals and forging strong partnerships, United Way is tackling the root causes of critical local issues and achieving real, measurable results for children & education, housing for struggling families, independence for seniors and more. 1 Access Community Health Centers 3434 E Washington Ave Madison WI 53704 391391134 501c3 338449 Program Operating Cost/Donor Designation for General Support Access to Independence 301 S Livingston St Ste 200 Madison WI 53703 391240200 501c3 47536 Program Operating Cost/Donor Designation for General Support Agrace HospiceCare 5395 E Cheryl Pkwy Fitchburg WI 53711 391319537 501c3 192437 Program Operating Cost/Donor Designation for General Support AIDS Network Madison PO Box 731 Madison WI 53701 391548528 501c3 26455 Program Operating Cost/Donor Designation for General Support American Red Cross Badger Chapter PO Box 5905 Madison WI 53705 390806193 501c3 232815 Program Operating Cost/Donor Designation for General Support ARC Community Services 2001 W Beltline Hwy Ste 102 Madison WI 53713 510163796 501c3 57809 Program Operating Cost/Donor Designation for General Support Big Brothers Big Sisters of Dane County 2059 Atwood Ave Madison WI 53704 391077783 501c3 213059 Program Operating Cost/Donor Designation for General Support Boys & Girls Club of Dane County 2001 Taft St Madison WI 53713 391925617 501c3 136817 Program Operating Cost/Donor Designation for General Support Cambridge Area Youth Center PO Box 54 Cambridge WI 53523 391924511 501c3 7754 Program Operating Cost/Donor Designation for General Support Canopy Center 2120 Fordem Ave Ste 110 Madison WI 53704 510211908 501c3 131906 Program Operating Cost/Donor Designation for General Support Care Wisconsin PO Box 8693 Madison WI 53708 391245329 501c3 23591 Program Operating Cost/Donor Designation for General Support Catholic Charities Diocese of Madison PO Box 46550 Madison WI 53744 390807067 501c3 521055 Program Operating Cost/Donor Designation for General Support Center for Families 2120 Fordem Ave Madison WI 53704 391624393 501c3 635382 Program Operating Cost/Donor Designation for General Support Centro Hispano of Dane County 810 W Badger Rd Madison WI 53713 930844812 501c3 420917 Program Operating Cost/Donor Designation for General Support Children's Service Society of Wisconsin 1716 Fordem Ave Madison WI 53704 390806380 501c3 567554 Program Operating Cost/Donor Designation for General Support Colonial Club 301 Blankenheim Ln Sun Prairie WI 53590 237071027 501c3 78165 Program Operating Cost/Donor Designation for General Support Community Action Coalition for South Central WI 1717 N Stoughton Rd Madison WI 53704 391053827 501c3 287817 Program Operating Cost/Donor Designation for General Support Community Coordinated Child Care (4C) in Dane Co PO Box 45320 Madison WI 53744 391165742 501c3 25300 Program Operating Cost/Donor Designation for General Support Community Partnerships 1334 Dewey Ct Madison WI 53703 912064768 501c3 19347 Program Operating Cost/Donor Designation for General Support Cornucopia 306 N Brooks St Madison WI 53715 391865263 501c3 28637 Program Operating Cost/Donor Designation for General Support Dane County CASA 211 S Carroll St 206 Madison WI 53703 201717869 501c3 19409 Program Operating Cost/Donor Designation for General Support Dane County Parent Council 2096 Red Arrow Tr Madison WI 53711 391418945 501c3 15790 Program Operating Cost/Donor Designation for General Support Deerfield Community Center PO Box 404 Deerfield WI 53531 391899306 501c3 18801 Program Operating Cost/Donor Designation for General Support DeForest Area Community and Senior Center 505 N Main St DeForest WI 53532 391371808 501c3 34854 Program Operating Cost/Donor Designation for General Support Domestic Abuse Intervention Services PO Box 1761 Madison WI 53701 391268238 501c3 269208 Program Operating Cost/Donor Designation for General Support East Madison Community Center 8 Straubel Ct Madison WI 53704 391941839 501c3 67349 Program Operating Cost/Donor Designation for General Support East Madison-Monona Coalition of the Aging 4142 Monona Dr Madison WI 53716 391211331 501c3 15276 Program Operating Cost/Donor Designation for General Support Epilepsy Foundation - South Central Wisconsin 1302 Mendota Street 100 Madison WI 53714 391370658 501c3 42985 Program Operating Cost/Donor Designation for General Support Family Service 128 E Olin Ave Ste 100 Madison WI 53713 390806186 501c3 134924 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 30787 Program Operating Cost/Donor Designation for General Support Girl Scouts of the Black Hawk Council 2710 Ski Ln Madison WI 53713 390806331 501c3 37879 Program Operating Cost/Donor Designation for General Support Goodman Community Center 149 Waubesa St Madison WI 53704 391919172 501c3 111561 Program Operating Cost/Donor Designation for General Support Habitat for Humanity of Dane County PO Box 258128 Madison WI 53725 391592769 501c3 143456 Program Operating Cost/Donor Designation for General Support Hancock Center for Movement Arts & Therapies 16 N Hancock St Madison WI 53703 391443008 501c3 28057 Program Operating Cost/Donor Designation for General Support Home Health United Xtra Care 4639 Hammersley Road Madison WI 53711 391539827 501c3 104611 Program Operating Cost/Donor Designation for General Support Hope Haven 702 S High Point Rd Madison WI 53719 391178878 501c3 21382 Program Operating Cost/Donor Designation for General Support Independent Living 815 Forward Dr Madison WI 53711 391186642 501c3 162010 Program Operating Cost/Donor Designation for General Support Jewish Social Services of Madison 6434 Enterprise Ln Madison WI 53719 391300430 501c3 76360 Program Operating Cost/Donor Designation for General Support Journey Mental Health Center 625 W Washington Ave Madison WI 53703 390806445 501c3 173717 Program Operating Cost/Donor Designation for General Support Kennedy Heights Community Center 199 Kennedy Heights Madison WI 53704 391519846 501c3 40992 Program Operating Cost/Donor Designation for General Support Literacy Network 1118 S Park St Madison WI 53715 510180488 501c3 152942 Program Operating Cost/Donor Designation for General Support Lussier Community Education Center 55 S Gammon Rd Madison WI 53717 391938173 501c3 36706 Program Operating Cost/Donor Designation for General Support Lutheran Social Services of WI & Upper Michigan 6314 Odana Rd Madison WI 53719 390816846 501c3 56110 Program Operating Cost/Donor Designation for General Support Madison Apprenticeship Program PO Box 44842 Madison WI 53711 392016458 501c3 23798 Program Operating Cost/Donor Designation for General Support Madison Area Technical College 3550 Anderson St Madison WI 53707 237265867 501c3 30000 Program Operating Cost Madison School Community Recreation 3802 Regent St Madison WI 53705 392034615 501c3 34392 Program Operating Cost/Donor Designation for General Support Madison-Area Urban Ministry 2300 S Park St Ste 5 Madison WI 53713 237298482 501c3 173046 Program Operating Cost/Donor Designation for General Support McFarland Youth Center PO Box 362 McFarland WI 53558 611500763 501c3 16908 Program Operating Cost/Donor Designation for General Support Meriter Foundation 202 S Park St Madison WI 53715 237098688 501c3 8000 Program Operating Cost Middleton Outreach Ministry 7432 Hubbard Ave Middleton WI 53562 391484945 501c3 82153 Program Operating Cost/Donor Designation for General Support NAMI Dane County 2059 Atwood Ave Madison WI 53704 391270706 501c3 41813 Program Operating Cost/Donor Designation for General Support North-Eastside Senior Coalition 1625 Northport Dr Ste 125 Madison WI 53704 391217221 501c3 57812 Program Operating Cost/Donor Designation for General Support Northwest Dane Senior Services 1940 Blue Mounds St Ste 2 Black Earth WI 53515 391691930 501c3 25686 Program Operating Cost/Donor Designation for General Support Omega School 835 West Badger Rd Madison WI 53713 391166888 501c3 103960 Program Operating Cost/Donor Designation for General Support Operation Fresh Start 1925 Winnebago St Madison WI 53704 237108090 501c3 123546 Program Operating Cost/Donor Designation for General Support Porchlight 306 N Brooks St Madison WI 53715 391579521 501c3 390170 Program Operating Cost/Donor Designation for General Support Rainbow Project 831 E Washington Ave Madison WI 53703 391422626 501c3 76275 Program Operating Cost/Donor Designation for General Support The Salvation Army of Dane County 630 E Washington Ave Madison WI 53703 362167910 501c3 322977 Program Operating Cost/Donor Designation for General Support Second Harvest Foodbank of Southern WI 2802 Dairy Drive Madison WI 53718 391490691 501c3 276882 Program Operating Cost/Donor Designation for General Support Simpson Street Free Press PO Box 6307 Monona WI 53716 391882258 501c3 23278 Program Operating Cost/Donor Designation for General Support South Madison Coalition of the Elderly 128 E Olin Ave Suite 110 Madison WI 53713 391222287 501c3 38681 Program Operating Cost/Donor Designation for General Support Stoughton Area Resource Team 248 W Main St Stoughton WI 53589 412076251 501c3 18895 Program Operating Cost/Donor Designation for General Support Stoughton Youth Center 518 S Fourth Street Stoughton WI 53589 396005622 501c3 10103 Program Operating Cost/Donor Designation for General Support Sunshine Place 18 Rickel Rd Sun Prairie WI 53590 205398498 501c3 15278 Program Operating Cost/Donor Designation for General Support The Road Home 128 E Olin Ave Ste 202 Madison WI 53713 311618925 501c3 247674 Program Operating Cost/Donor Designation for General Support Triangle Community Ministry 755 Braxton Place Apt B109 Madison WI 53715 391425047 501c3 15439 Program Operating Cost/Donor Designation for General Support Urban League of Greater Madison 2222 S Park St Ste 200 Madison WI 53713 391098146 501c3 570619 Program Operating Cost/Donor Designation for General Support Vera Court Neighborhood Center 614 Vera Ct Madison WI 53704 391945609 501c3 117375 Program Operating Cost/Donor Designation for General Support West Madison Senior Coalition 517 N Segoe Rd Ste 309 Madison WI 53705 391222036 501c3 43711 Program Operating Cost/Donor Designation for General Support Worker Center 2300 S Park St Ste 6 Madison WI 53713 412227413 501c3 21852 Program Operating Cost/Donor Designation for General Support YWCA of Madison 101 E Mifflin Street Madison WI 53703 390806303 501c3 803274 Program Operating Cost/Donor Designation for General Support YMCA of Dane County 8001 Excelsior Dr Ste 200 Madison WI 53717 390806253 501c3 148748 Program Operating Cost/Donor Designation for General Support Youth Services of Southern Wisconsin 1955 Atwood Avenue Madison WI 53704 391391737 501c3 162784 Program Operating Cost/Donor Designation for General Support SAFE COMMUNITY COALITION OF MADISON AND DANE COUNTY INC PO BOX 6652 Madison WI 53716 392010839 501c3 20000 Program Operating Cost Reap Food Group 306 E WILSON STREET Madison WI 53703 392043788 501c3 46000 Program Operating Cost Pharmacy Society of Wisconsin 701 Heartland Tr Madison WI 53717 390714490 501c6 46000 Program Operating Cost AIDS Resource Center of Wisconsin 121 S Pinckney St Ste 320 Madison WI 53703 391534049 501c3 5821 Donor Designation for General Support Community Work Services 3240 University Ave Ste 5 Madison WI 53705 391498287 501c3 5522 Donor Designation for General Support Dane County Humane Society 5132 Voges Rd Madison WI 53718 390806335 501c3 170629 Donor Designation for General Support Energy Services Inc 1225 S Park St Madison WI 53715 391443614 501c3 30032 Donor Designation for General Support Family Support and Resource Centers 101 Nob Hill Rd Ste 201 Madison WI 53713 391533767 501c3 5960 Donor Designation for General Support Wil-Mar Neighborhood Center 953 Jenifer St Madison WI 53703 391796793 501c3 7710 Donor Designation for General Support Gilda's Club of Madison 7907 UW Health Court Middleton WI 53562 061662883 501c3 28760 Donor Designation for General Support Henry Vilas Zoological Society 606 S Randall Ave Madison WI 53716 396077008 501c3 16315 Donor Designation for General Support Hope House Building Corporation 312 Wisconsin Ave Madison WI 53703 721574555 501c3 9100 Donor Designation for General Support Madison Area Rehabilitation Centers 901 Post Rd Madison WI 53713 390968930 501c3 6800 Donor Designation for General Support Nehemiah Community Development Corp PO Box 9861 Madison WI 53715 391736091 501c3 10115 Donor Designation for General Support Neighborhood House 29 S Mills St Madison WI 53715 391930073 501c3 8629 Donor Designation for General Support The River Food Pantry 2201 Darwin Rd Madison WI 53704 204179749 501c3 31002 Donor Designation for General Support Ronald McDonald House 2716 Marshall Ct Madison WI 53705 391655790 501c3 17916 Donor Designation for General Support Safe Harbor Child Advocacy Center Inc 1457 E Washington Ave Ste 102 Madison WI 53703 392004933 501c3 10894 Donor Designation for General Support Society of St Vincent de Paul 1109 Jonathon Dr Madison WI 53713 390824876 501c3 26465 Donor Designation for General Support Three Gaits PO Box 153 Oregon WI 53575 391472538 501c3 41066 Donor Designation for General Support Wisconsin Academy for Graduate Service Dogs 1338 Dewey Ct Madison WI 53703 391626569 501c3 45708 Donor Designation for General Support Madison Children's Museum 100 N Hamilton St Madison WI 53703 391383497 501c3 13304 Donor Designation for General Support Portage Area United Way PO Box 354 Portage WI 53901 237166773 501c3 9198 Donor Designation for General Support Sauk-Prairie United Way PO Box 122 Prairie Du Sac WI 53578 391318028 501c3 12551 Donor Designation for General Support United Way of Blackhawk Region 205 N Main St Ste 101 Janesville WI 53545 396006734 501c3 20191 Donor Designation for General Support United Way of Central Maryland 100 SOUTH CHARLES STREET Baltimore MD 21201 520591543 501c3 5251 Donor Designation for General Support United Way of Green County Inc PO Box 511 Monroe WI 53566 396060531 501c3 7782 Donor Designation for General Support American Heart Association 2850 Dairy Dr Ste 300 Madison WI 53718 135613797 501c3 184698 Donor Designation for General Support Community Health Charities of Wisconsin 6737 W Washington St Ste 2253 West Allis WI 53214 391261126 501c3 800829 Donor Designation for General Support United Way of Dane County Foundation 2059 Atwood Ave Madison WI 53704 391763471 501c3 22617 Donor Designation for General Support Boy Scouts of America PO Box 14135 Madison WI 53708 391417416 501c3 44099 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 Pregnancy Helpline Inc of Madison PO Box 5261 Madison WI 53705 391419746 501c3 18499 Donor Designation for General Support University of Wisconsin Eau Claire Foundation 105 GARFIELD AVE Eau Claire WI 54701 390972350 501c3 15000 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 Madison Public Library Foundation 201 W MIFFLIN ST Madison WI 53703 391777242 501c3 10535 Donor Designation for General Support Luke House 310 S INGERSOLL ST Madison WI 53703 391504050 501c3 6511 Donor Designation for General Support Pancreatic Cancer Action Network 1500 ROSECRANS AVE STE 200 Manhattan Beach CA 90266 330841281 501c3 6048 Donor Designation for General Support Madison College Foundation Inc 1701 Wright St Madison WI 53704 237265867 501c3 6000 Donor Designation for General Support Care Net Pregnancy Center of Dane County 1350 MacArthur Rd Madison WI 53714 391472091 501c3 5247 Donor Designation for General Support Child Development 2012 Fisher St Madison WI 53713 391049261 501c3 5229 Donor Designation for General Support Edgewood High School 2219 Monroe St Madison WI 53711 391299613 501c3 5166 Donor Designation for General Support Wisconsin Council of the Blind and 754 Williamson St Madison WI 53704 390977746 501c3 8794 Donor Designation for General Support Chadab House- Lubavitch 1722 REGENT ST Madison WI 53726 391732644 501c3 60000 Donor Designation for General Support Dean Foundation 2711 Allen Blvd Middleton WI 53562 391546086 501c3 19389 Donor Designation for General Support Beth Israel Center 1406 Mound St Madison WI 53711 131659707 501c3 30000 Donor Designation for General Support Temple Beth El 2702 ARBOR DR Madison WI 53711 396007966 501c3 30000 Donor Designation for General Support Jewish Federation of Madison 6434 ENTERPRISE LN Madison WI 53719 390867186 501c3 80000 Donor Designation for General Support University of Wisconsin Foundation 1848 UNIVERSITY AVE Madison WI 53726 390743975 501c3 93155 Donor Designation for General Support Friends of the Waisman Center Inc 1500 HIGHLAND AVE STE 255 Madison WI 53705 391272090 501c3 9000 Donor Designation for General Support Catholic Multicultural Center Diocese of Madison 1862 Beld St Madison WI 53713 390824008 501c3 7528 Donor Designation for General Support St Thomas Aquinas Catholic Church 602 Everglade Drive Madison WI 53717 396030354 501c3 5500 Donor Designation for General Support America's Charities 14150 Newbrook Dr Ste 110 Chantilly VA 201512223 541517707 501c3 51362 Donor Designated for Program Costs Animal Charities of America 21 Tamal Vista Blvd 209 Corte Madera CA 94925 943193389 501c3 9170 Donor Designated for Program Costs CancerCure of America 21 Tamal Vista Blvd 209 Corte Madera CA 94925 810648432 501c3 5443 Donor Designated for Program Costs Christian Charities USA Federation 21 Tamal Vista Blvd 209 Corte Madera CA 94925 943255961 501c3 11157 Donor Designated for Program Costs Christian Service Charities 8001 Braddock Rd Suite 301 Springfield VA 22151 943193374 501c3 8253 Donor Designated for Program Costs Community Health Charities National 200 N Glebe Rd Ste 801 Arlington VA 22203 136167225 501c3 12723 Donor Designated for Program Costs Community Shares of Wisconsin 612 W Main St Ste 200 Madison WI 537034714 391172378 501c3 359886 Donor Designated for Program Costs EarthShare 7735 Old Georgetown RD Suite 900 Bethesda MD 208146230 521601960 501c3 117931 Donor Designated for Program Costs Global Impact 66 Canal Center Plaza Ste 310 Alexandria VA 22314 521273585 501c3 162332 Donor Designated for Program Costs Great Rivers United Way Inc 1855 Main Street Onalaska WI 54650 390848188 501c3 12768 Donor Designated for Program Costs Health & Medical Research Charities 21 Tamal Vista Blvd 209 Corte Madera CA 94925 943217739 501c3 7318 Donor Designated for Program Costs Military Family and Veterans Service Organizations of Amer 21 Tamal Vista Blvd 209 Corte Madera CA 94925 943193418 501c3 9845 Donor Designated for Program Costs Access to Community Services 5900 Monona Dr Suite 403 Madison WI 53716 391485069 501c3 52363 Donor Designated for Program Costs Hunger Relief Fund of Wisconsin 201 S Hawley Ct Milwaukee WI 53214 391345847 501c3 94118 Donor Designated for Program Costs Independent Charities of America 1100 Larkspur Landing Cir Suite 340 Larkspur CA 94939 943067804 501c3 142013 Donor Designated for Program Costs Neighbor To Nation 44330 Premier Plaza Suite 220 Ashburn VA 20147 541879282 501c3 31179 Donor Designated for Program Costs Wisconsin Environmental Education Foundation 110B College of Natural Resources Stevens Point WI 54481 202042476 501c3 30308 Donor Designated for Program Costs 142 1 SchI_P01_S00_L02 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 182965 0 17000 0 0 0 40393 0 15830 0 256188 0 0 0 SchJ_P01_S00_L04 Schedule J, Part I, Line 4 Leslie Ann Howard - In 1998 the Board of Directors of United Way of Dane County, Inc. and Leslie Ann Howard entered into a non-qualified deferred compensation 457 (f) performance and retention plan. Beginning in 1998 an annual contribution has been made to the performance and retention plan. In 2012 the contributions to the plan were $23,000. If Leslie meets the performance objectives and remains with the United Way of Dane County, Inc. through the year 2013, or employment is involuntarily terminated sooner without cause or terminates due to death or disability, she will be entitled to the balance of an investment fund. X 52 720021 market value at time of donation 0 0 1 0 F990_P06_S0A_L04 Form 990, Part VI, Section A, Line 4 The bylaws were revised on January 24, 2012 as follows: 1) Participating Agencies are now called Partner Agencies. 2) Nominating Committee is now called Nominating and Governance Committee. 3) Article IV Section 3 - Add term limits for committee members - (Committee members may not serve more than 3 consecutive 3 year terms). F990_P06_S0A_L06 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. F990_P06_S0A_L07a 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. F990_P06_S0A_L07b 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. F990_P06_S0B_L11b 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. F990_P06_S0B_L12c 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. F990_P06_S0B_L15 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. F990_P06_S0C_L19 Form 990, Part VI, Section C, Line 19 United Way of Dane County, Inc. makes information available through printed materials - annual reports, etc., and websites - unitedwaydanecounty.org, Guidestar, and Charity Navigator. F990_P11_S00_L09 Form 990, Part XI, Line 9 $37,365 - Change in value of funds held at Madison Community Foundation; $8,910 - Loss on Donor Designated Pledges; $88,954 - Distribution from United Way of Dane County Foundation eliminated in audit; $667,710 - 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 149802 United Way of Dane County Foundation q 1822 United Way of Dane County Foundation r 32577 SchR_P05_S00_L01c Schedule R, Part V, Line 1c The total contribution from the related organization was $149,802. Of that contribution, $60,848 is the transfer of earnings from individual board designated funds to fulfill campaign pledges. The remaining $88,954 is the contribution from the related organization for the year recorded in Part VIII of the Form 990.