2023-10-31T14:15:08-07:00 2022-12-31 420714325 RSM US LLP 4622 Pennsylvania Ave Kansas City MO 64112 990 2022-01-01 391763471 UNITED WAY OF DANE COUNTY FOUNDATION INC UNIT 6082464350 2059 Atwood Ave Madison WI 53704 Renee Moe President & CEO 6082468071 2023-11-09 1 1 Kevin Ensminger P01310558 8168049068 2023-11-09 1 11 1 AAL2 2022 2023-04-26 12:10:37Z Renee Moe 2059 Atwood Ave Madison WI 53704 19597610 0 X unitedwayofdanecounty.org X 1993 WI The United Way of Dane County Foundation, Inc. exists to support United Way of Dane County's mission of uniting the community to create measurable results that change lives. By targeting specific goals and forging strong partnerships, United Way of Dane County 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. 17 16 0 100 0 0 8255582 3020838 0 0 2025387 352575 2140 -527 10283109 3372886 1609909 836157 0 0 32389 21396 0 0 13460 74656 80347 1716954 937900 8566155 2434986 25144891 24406132 32864 120688 25112027 24285444 X The United Way of Dane County Foundation, Inc. exists to support the United Way of Dane County mission: to unite the community to achieve measurable results that change lives. By providing a base of support, the Foundation helps United Way invest our community's resources to achieve the Agenda for Change. The Foundation allows caring community members to create a legacy of giving. 0 0 836157 836157 0 Earnings from the Foundation are Invested in the Strategies that Support our Community's Agenda for Change - Since its creation, we have worked with delegations, partners, & Community Solutions Teams to create Mobilization Plans, identify research-based strategies to assess, reduce and eliminate the underlying causes of those issues and ultimately bring measurable results. The seven areas of the Agenda for Change are: Education - Students succeed academically and graduate from high school, prepared for higher education, career, and community; Children - Children are cared for and have fun as they become prepared for school; Health - People who are uninsured have access to healthcare; Housing - There is a decrease in homelessness; Independence - Seniors and people with disabilities are able to stay in their homes; Building Economic Stability- Move more people are on pathways out of poverty; Community and Volunteer Engagement - agencies and volunteers are strong partners in achieving measurable results. Each area has primary, measurable goals and antecedent metrics that are based in best practices. They are not simply measures of the units of service delivered, but of the effect on lives and the changes for better that service recipients experience. Success in changing the human condition is measured by success in moving the needle on these metrics that focus on root causes of community issues. See Schedule O for accomplishments surrounding the Agenda for Change areas. 0 0 0 836157 1 1 0 0 0 0 0 1 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 X 17 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WI X X X Nick Wood United Way of Dane County Inc 6082464397 2059 Atwood Ave Madison WI 53704 Renee Moe President/CEO 4 41 X X 0 225251 44295 Nick Wood CFO and Vice President Administration 4 41 X 0 119519 28140 Jennifer Hannon Board Chair 1 0 X X 0 0 0 Terry Heinrichs Board Vice Chair 1 0 X X 0 0 0 Gary Schaefer Secretary/Treasurer 1 0 X X 0 0 0 Donald Bernards Board Trustee 1 0 X 0 0 0 Marion Brown Board Trustee 1 0 X 0 0 0 Robert Cottingham Board Trustee 1 0 X 0 0 0 Walter Dewey Board Trustee 1 0 X 0 0 0 Thomas E Dott Board Trustee 1 0 X 0 0 0 Elizabeth Heiner Board Trustee 1 0 X 0 0 0 Jaimes Johnson Board Trustee 1 0 X 0 0 0 Andy King Board Trustee 1 0 X 0 0 0 Jeff F Mack Board Trustee 1 0 X 0 0 0 Meg Prestigiacomo Board Trustee 1 0 X 0 0 0 Greg Rademacher Board Trustee 1 0 X 0 0 0 Dorothy Steffens Board Trustee 1 0 X 0 0 0 Bill Westrate Board Trustee 1 1.00 X 0 0 0 0 344770 72435 0 0 1 0 0 0 0 0 0 0 3020838 229362 3020838 0 396566 0 0 396566 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 16175562 0 16219553 0 -43991 0 -43991 0 0 -43991 3000 0 5171 -2171 0 -2171 0 0 0 0 0 0 0 0 0 0 0 0 1644 0 0 1644 1644 3372886 0 0 352048 836157 836157 0 17802 0 8547 9255 2268 0 1229 1039 1326 0 629 697 1200 0 1200 0 75398 75398 39 39 344 291 53 0 Printing 2178 0 403 1775 Postage and Shipping 322 0 322 0 Staff Development 230 0 0 230 636 225 411 937900 836157 88283 13460 1752888 356062 1533643 1661579 0 0 4272469 5080006 0 0 0 0 0 66110 0 66110 66110 17501669 17214620 0 0 0 18112 27755 25144891 24406132 33794 122674 -930 -1986 32864 120688 X 23926834 23313538 1185193 971906 25112027 24285444 25144891 24406132 2434986 -3261569 0 0 0 0 X 0 1 X 1 0 X X 1 United Way of Dane County Inc 390817532 7 1 836157 0 1 836157 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 66110 0 0 X 0 23054644 2128414 -2719429 637449 0 0 21826180 12947985 8131317 2485243 509901 0 0 23054644 10110439 1717330 1565034 444818 0 0 12947985 8665297 80481 1732833 368172 0 0 10110439 9401817 312727 -650828 398419 0 0 8665297 0.96 0 0.04 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 66110 0 66110 66110 Gift Annuity Payable -1986 -1986 X Schedule D, Part III, Line 4 The works of art are displayed throughout the United Way of Dane County building for prospective donors, volunteers, staff and visitors to enjoy. Schedule D, Part V, Line 4 The endowment funds consist of multiple individual funds 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 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. 1 United Way of Dane County Inc 2059 Atwood Ave Madison WI 53704 390817532 501(c)3 836157 0 supporting Organization 1 0 Schedule I, Part I, Line 2 United Way of Dane County Foundation, Inc. has a formal and multi-level process of grant monitoring. United Way requires funded programs to submit reports twice annually. United Way staff works with teams of community leaders (more than 150 people, organized by expertise and area of focus) to monitor 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. 0 0 0 0 0 0 0 0 0 Renee Moe President/CEO 0 224621 0 0 0 630 0 20004 0 24291 0 269546 0 0 Nick Wood CFO and Vice President Administration 0 119302 0 0 0 217 0 10198 0 23041 0 152758 0 0 Schedule J, Part I, Line 3 The Foundation relied on United Way of Dane County which used a compensation committee, independent compensation consultant, Form 990 of other organizations, compensation survey and approval by board to establish compensation. X 2 229362 Market value at time of donation 0 0 1 0 Schedule M, Part I The number in column (b) line 9 reflects the number of contributions. Form 990, Part III (Cont. 1) Health: Health goal: A Dane County absent of racial health disparities. In 2022 our signature school-based behavioral health program, CBITS, screened over 6,000 students for symptoms of traumatic stress and delivered remote services that helped over 200 students connect with services for a variety of behavioral health issues that most reported improved their health outcomes. Updated strategies were developed to address the racial and socioeconomic health disparities that have led to poorer health outcomes for our County's BIPOC (Black, Indigenous and People of Color) population. Significant time and resources were focused on collaborating with Dane County Health Council partners to develop a Care Coordination system that brings health and community resources together to address the Social Determinants of Health impacting birth outcomes for African American pregnant moms. At United Way of Dane County, we believe cost should not prevent one from getting the health care one needs. That's why we're helping lower income individuals and families who make too much to qualify for BadgerCare purchase insurance through healthcare.gov via our HealthConnect Premium Assistance Program. Health Connect offered premium rate coverage through 20 different local plans for qualified individuals who registered during the 2022 enrollment period. In 2022, $1.05 million was invested into the HealthConnect program by United Way of Dane County and our Partners UW Health and Quartz - allowing us to pay insurance premiums for 583 people through 504 plans! 18% of participants had no previous health coverage, 31% of HealthConnect enrollees identified as BIPOC. Form 990, Part III (Cont. 2) Education: Academic Success goal: "Students succeed academically and graduate high school, prepared for higher education, career, and community." Our major initiatives in this area are tutoring and academic support programs at the elementary, middle, and high school levels to help increase the graduation rate in Dane County to 95% by 2024. Over 350 elementary students were tutored by 11 AmeriCorps members in the 2021-2022 school Urban League of Greater Madison is the lead agency partner on middle school literacy and math tutoring. Dane County is at a 93% six-year graduation rate. In addition, we partner with neighborhood, community, and school-based programs to promote academic achievement, family engagement, and social-emotional skill-building success in and out of school, including 100 Black Men of Madison, Big Brothers Big Sisters, Boys and Girls Club, Briarpatch Youth Services, Centro Hispano, City of Middleton Youth Center, Dear Diary, Families and Schools Together (FAST, Goodman Community Center, Literacy Network, Lussier Community Education Center, Mount Zion Baptist Church, Operation Fresh Start, Simpson Street Free Press, The Hmong Institute Inc., Urban League of Greater Madison and Vera Court Neighborhood Center. Form 990, Part III (Cont. 3) Income: Income Housing Goal: "There is a decrease in family homelessness." Our goals here are 1) # of who maintain housing/avoid evictions, 2) # who move into stable housing 3) # who increased their income, and 4) # who receive quality case management Results for 2022 were - 1,720 families maintained their housing and avoided evictions. 1065 families moved into stable housing. 39 families increased their income and 460 families worked with Case Managers on their housing goals. Building Economic Stability Goal : "Move more people on pathways out of poverty." We have two initiatives in this area" (1) the HIRE Initiative and (2) the Journey Home Initiative. The HIRE initiative is designed to place people experiencing poverty into family-sustaining wage jobs by helping them complete a high school diploma (if needed), and/or improving their employment and life skills, and secure new or improved employment. In 2022, with 334 were hired into a job getting a job earning $15 an hour or more. The HIRE partners prepared 245 individuals achieved a knowledge goal towards earning a diploma. 169 completed the preparation to receive their high school diploma or equivalent with 32 actually earning their High School Diploma/GED/505 or 509 diploma. The Journey Home initiative links ex-offenders who are returning to the community to four research-based strategies: Residency, Employment, Support, Education, and Treatment (RESET) so they can successfully reintegrate back into the community. 200 out of 217 people who received services following their release from incarceration did not return to prison within two years. Since the Journey Home program was launched to serve all returning prisoners to Dane County, the return-to prison rate for Dane County has decreased from 66% (in 2006) to 39% (in 2019). Partners in our Income Initiatives include: Catholic Charities-Diocese of Madison, Centro Hispano, Community Action Coalition for South Central Wisconsin, Cultural Practices That Are Relevant Professional Development Organization, Habitat for Humanity of Dane County, JustDane, Latino Academy of Workforce Development, Literacy Network, Way Forward, Porchlight, Sankofa Behavioral & Community Health, Second Harvest Foodbank of Southern Wisconsin, Stoughton Area Resource Team, Sun Prairie Emergency Food Pantry, The Road Home Dane County, The Salvation Army of Dane County, Urban League of Greater Madison and YWCA Madison The United Way Affordable Housing Fund Committee recommended the Fund's fifth and sixth loans to create more affordable units in Dane County. These loans of $275,000 will add 120 low cost housing units in Dane County. Form 990, Part III (Cont. 4) Corporate & Community Engagement: United Way engages our community, mobilizes volunteers and strengthens local nonprofits to inspire Dane County residents to give, advocate and volunteer. We do this by mobilizing the caring power of our community to create lasting change for multiple generations as The Power of Many. Working for All. United Way understands the importance of engagement across the community. We develop meaningful volunteer opportunities to connect and inspire through year-round engagements and communication. In 2022, 20,000 visitors searched VolunteerYourTime.org to get connected with volunteer opportunities in Dane County that matched their interest, skills and time availability. Over 140,000 ImPack Kits (kits providing essentials to individuals and families in Dane County) were created during corporate and community volunteering opportunities - leading to $198,000 in economic impact. 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. Our work in Community Engagement identifies and trains lived-experience experts who will take on leadership roles in community-change initiatives. Additionally, our trust-building work of the Law Enforcement and Leaders of Color Collaboration strengthens lines of communication between law enforcement and communities of color to drive overall collective impact. 211: In 2022, United Way of Dane County 211 provided 41,176 referrals for service to people in our seven-county area of responsibility. Our 211 Community Information and Referrals Specialists spent over 170,500+ minutes talking with persons in need, guiding them toward solutions and better outcomes. The top five issues addressed in 2022 were Housing, Food, Health Care, Mental Health and Substance Use and Utility Assistance. Additionally, over 4,000 people accessed 211 resources through web page visits, and staff responded to 433 texts and emails requesting assistance. 211 is available 24 hours a day, 7 days a week to respond to the needs of our communities. Anonymous and non-judgmental assistance is the hallmark of 211, which has helped hundreds of thousands of our friends and neighbors in times of need. Form 990, Part III (Cont. 5) Early Childhood and Family Well Being Goal: "Children are cared for and have fun as they become prepared for school." We use home visiting to help us achieve this goal that 4-year old's are at age-expected development and ready to begin school. Home Visiting is in-home parent education and support to low-income parents of young children facing multiple risk factors to help them nurture their children. Our home visiting programs include the Parent-Child Home Program, Welcome Baby and Beyong and Kinder Ready. In 2022, on average 84% of the children enrolled were reaching developmental milestones on track. Our lead partners on these three Born Learning initiatives included RISE and Children's Hospital - Community Services Division. Goal: Build family well-being by intentionally and simultaneously working with children under five and the adults in their lives together. Research and community input consistently show that coordinated, holistic programs and policies that helpmeet children's and caregivers' goals simultaneously lead to increased family stability and mobility from poverty - leading to greater success across generations. One of the primary ways we provide geographically centered supports is through our work in the Early Childhood Zones (ECZ). This collaboration of local foundations, nine non-profit organizations, the City of Madison, and Dane County has enabled us to reach families in the northside (NECZ) and in Sun Prairie and Leopold. The primary work of these zones is to provide families with home visiting services that help equip parents to be their child's first teacher through literacy and play. The zone also offers wrap around services for families in need of housing case management, rental assistance, job and employment support, and mental health support.. Of the families served through the NECZ, 79% reported improved parent child interaction or increased knowledge about parenting; 81% of families engaged in housing supports moved to safe, adequate housing or maintained stable housing/avoided eviction; 62% of families engaged in employment an education services obtained or maintained employment; 30% of those engaged in employment training services completed the program. Form 990, Part VI, Section B, Line 11b Prior to filing, the Form 990 is made available to the Board of Trustees, 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 Though the Foundation does not compensate the individuals noted in line 15, United Way of Dane County, Inc. has a biannual compensation study 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 Foundation, Inc. makes information available through printed materials - annual reports, newsletters, etc. and websites - unitedwaydanecounty.org, Guidestar by Candid, and Charity Navigator. United Way of Dane County Inc 2059 Atwood Ave Madison WI 53704 390817532 Community Building WI 501(c)3 7 N/A 0 0 1 1 0 0 0 0 0 0 0 0 1 0 1 1 1 0 0 1