2024-11-11T10:44:24-07:00 2023-12-31 420714325 RSM US LLP 4622 Pennsylvania Ave Kansas City MO 64112 990 2023-01-01 391763471 UNITED WAY OF DANE COUNTY FOUNDATION INC UNIT 6082464350 2059 Atwood Ave Madison WI 53704 Renee Moee President/CEO 6082469350 2024-11-13 1 1 Kevin Ensminger P01310558 8168049068 2024-11-11 2023 2024-10-15 13:58:12Z Renee Moe 2059 Atwood Ave Madison WI 53704 14948806 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. 19 18 0 100 0 0 3020838 2605331 0 0 352575 555073 -527 29593 3372886 3189997 836157 701013 0 0 21396 42278 0 0 25076 80347 89220 937900 832511 2434986 2357486 24406132 29834191 120688 45135 24285444 29789056 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 701013 701013 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 five areas of the Agenda for Change are: Education - Students succeed academically and graduate from high school, prepared for higher education, career, and community; Early Childhood - 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; Income- More people are on pathways out of poverty; Corporate and Community Engagement - agencies and volunteers are strong partners 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 701013 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 0 0 0 0 X 19 18 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 252878 72879 Nick Wood CFO and Vice President Administration 4 41 X 0 130914 32571 Terry Heinrichs Board Chair 1 0 X X 0 0 0 Thomas E Dott Board Vice Chair 1 0 X X 0 0 0 Gary Schaefer Secretary/Treasurer 1 0 X X 0 0 0 Kristin Balistreri 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 Jennifer Hannon Board Trustee 1 0 X 0 0 0 Elizabeth Heiner Board Trustee 1 0 X 0 0 0 Cedric Johnson 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 Levy Board Trustee 1 0 X 0 0 0 Ursula Norwood Board Trustee 1 0 X 0 0 0 Meg Prestigiacomo Board Trustee 1 0 X 0 0 0 Jay Sekelsky Board Trustee 1 0 X 0 0 0 Dorothy Steffens Board Trustee 1 0 X 0 0 0 Catherine Taylor Board Trustee 1 0 X 0 0 0 0 383792 105450 0 0 1 0 0 0 0 0 0 0 2605331 280774 2605331 0 511599 0 0 511599 0 0 0 0 0 0 0 0 0 0 11798844 0 11755370 0 43474 0 43474 0 0 43474 3000 0 3439 -439 0 -439 30032 0 0 30032 30032 3189997 0 0 584666 701013 701013 34387 15201 19186 5124 3791 1333 2767 1220 1547 84294 84294 1405 1241 164 Printing 2239 0 166 2073 Postage and Shipping 113 0 113 0 1169 396 773 832511 701013 106422 25076 356062 2286196 1661579 241344 0 0 5080006 5061726 66110 0 66110 66110 17214620 22088006 27755 90809 24406132 29834191 122674 47662 -1986 -2527 120688 45135 X 23313538 28724520 971906 1064536 24285444 29789056 24406132 29834191 2357486 3146126 0 0 0 0 X 0 1 X 1 0 X X 1 United Way of Dane County Inc 390817532 7 1 701013 0 1 701013 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 21826180 2721980 3426581 682109 0 0 27292632 23054644 2128414 -2719427 637449 0 0 21826182 12947985 8131317 2485243 509901 0 0 23054644 10110439 1717330 1565034 444818 0 0 12947985 8665297 80481 1732833 368172 0 0 10110439 0.9652 0 0.0348 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 66110 0 66110 66110 0 Gift Annuity Payable -2527 -2527 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 litigations processes, if any. 1 United Way of Dane County Inc 4059 Atwood Ave Madison WI 53704 390817532 501(c)3 701013 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 252878 0 0 0 23130 0 20804 0 28945 0 325757 Nick Wood CFO and Vice President Administration 0 130914 0 0 0 266 0 10959 0 21346 0 163485 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 4 280774 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) EDUCATION Goal: All students succeed academically and graduate high school prepared for higher education, career and community. Result: In 2023, AmeriCorps member spent 3,420 hours tutoring children through our Schools of Hope and Achievement Connections program. Individuals who finish high school are more likely to have the skills required to be successful in postsecondary education, an increasingly complicated job market and society. And adults with higher education levels are more likely to gain employment with family-sustaining wages. At United Way, we invest in nonprofits and programs that help prepare youth for the classroom and life beyond through mentorship, tutoring and social-emotional learning. 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. In 2023, 347 elementary school and middle school students improved academic performance and 186 high school students improved social/emotional skills. Schools of Hope (Elementary Reading) and Achievement Connections (High School Math): The Elementary Schools of Hope and Achievement Connections AmeriCorps programs are dynamic community partnerships which have developed an evidence-based model of tutoring intervention fueled by impassioned AmeriCorps members and committed community volunteers. Both are unique collaborations. Elementary Schools of Hope is a collaboration with United Way of Dane County, AmeriCorps and the Madison Metropolitan School District. Achievement Connections is a partnership between United Way of Dane County, the Madison Metropolitan School District, the Middleton-Cross Plains Area School District and the UW-Madison Morgridge Center for Public Service. Elementary Schools of Hope's mission is to provide literacy tutoring support to improve the academic achievement of kindergarten through fifth grade students. While Achievement Connections mobilizes AmeriCorps members and the community to support student achievement in Algebra and Geometry. For the first time since the pandemic, AmeriCorps members and volunteers were back in school buildings in 2023! And 303 elementary students were tutored by nine AmeriCorps members and 20 community volunteers. Additionally, 257 high school students were tutored by five AmeriCorps members and 111 community volunteers through the Achievement Connections program. Overall, AmeriCorps members spent 3,420 hours tutoring children through our Schools of Hope and Achievement Connections program. Form 990, Part III (Cont. 2) INCOME Goal: More people are on pathways out of poverty, ending family homelessness. Result: 21,630 Dane County neighbors supported through our income programing in 2023. When more individuals have jobs earning family-sustaining wages and safe and affordable housing, they are less stressed and more able to provide for themselves and their families - better positioning the entire community and our economy to thrive. At United Way, we're invested in local nonprofits and programs that help families get what they need to be economically stable through job training, homelessness prevention and affordable housing. In 2023, 1,693 households remained stably housed after 12 months. Addressing Family Homelessness: At United Way, we believe everyone deserves a place of their own to call home. But finding safe and affordable housing in Dane County isn't always easy. By investing in programs that help families avoid eviction and rapidly re-house those that do become homeless, we're helping parents/caregivers and their children build a solid foundation for success across all areas of life. Through our Reducing School Mobility Collaborative - a program focused on keeping families in their homes and kids attending the same school, funded, in part, by The Siemer Institute - we were able to help 174 families in 2023 at risk of losing their housing with financial assistance and individualized case management. This was made possible through work with our partners at Community Action Coalition for South Central Wisconsin (CAC), Cultural Practices that are Relevant, Stoughton Area Resource Team (START) and WayForward Resources. Journey Home: Led with our partners at JustDane, Journey Home, works to reduce recidivism (return to prison) and creates a stronger community. This is accomplished by helping recently incarcerated individuals find housing, employment, support and treatment as well as transportation and education. In 2023, resource specialists met one-on-one with 446 individuals, getting them the support and resources they need to thrive in our community. 198 Journey Home participants did not return to prison within two years of their release. HIRE Initiative: In 2013, we launched our HIRE Initiative - a program that focuses on helping adults prepare for and find steady employment. We partner with six local nonprofits and 50 local employers through this initiative and, in 2023, we helped 613 people find new or better employment - 320 of those landing in jobs paying $18+/hour. Mike was one of those people. When Mike was looking for a new career path, he turned to our HIRE Initiative. Through the support of our partners at the Latino Academy of Workforce Development, he began pursuing his Commercial Driver's License (CDL), knowing it would lead to a well-paying career. This collaboration provided Mike with financial support for his CDL training, covering costs and furnishing resources for study materials. Once he received his CDL - after training with enthusiasm and determination - we helped to place him at a job earning $28/hour, plus great benefits. Form 990, Part III (Cont. 3) HEALTH Goal: A Dane County absent of racial health disparities in physical and mental health, emphasizing a trauma-informed approach. Result: 20,030 Dane County Neighbors Supported Through Health Programing in 2023 While Dane County remains a top place to live, raise a family and retire, for our BIPOC neighbors (including Black, Indigenous, Latinx, Southeast Asian and/or people of color), education, income and health inequities and disparities remain consistent. Unfortunately, in Dane County the color of your skin and the ZIP code in which you live have a significant impact on your quality of life, life expectancy and a wide range of health outcomes. To help address and dismantle the existing inequities, United Way invests in local nonprofits and programs that aim to reduce health disparities faced by our BIPOC community members. In 2023, 594 participants reported improved health outcomes in programs to increase culturally-safe-and-responsive trauma and resiliency programs for BIPOC communities. 726 participants completed goals in culturally-relevant, reflective-and-safe wellness programs defined or led by BIPOC communities. Saving our Babies Through ConnectRx: The ConnectRx Wisconsin program is an initiative of the Dane County Health Council (DCHC), and United Way of Dane County is a proud partner of this large collaborative. The program is designed to improve birthing outcomes for Black families by screening for the social determinants of health among Black birthing people in Dane County. Those who enroll in the program are supported with community health workers, referrals to services and doula care. In 2023, the program received 469 referrals and served 202 patients! HealthConnect: At United Way of Dane County we believe cost should not prevent you from getting the health care you need. 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. In 2023, $1.05 million was invested into the HealthConnect program - allowing us to pay insurance premiums for 578 people through 492 plans. Helping more individuals and families across Dane County lead healthier, happier lives. Form 990, Part III (Cont. 4) EARLY CHILDHOOD Goal: Build family well-being by intentionally and simultaneously working with children under five and the adults in their lives together. Result: In 2023, 6,125 neighbors were supported through our Early Childhood programing in Dane County Research and community input consistently show that coordinated programs and policies that help meet children's and caregivers' goals simultaneously lead to increased family stability and mobility from poverty - leading to greater success across generations. At United Way, we bring together nonprofits and invest in multi-generational collaborations to meet families where they're at, providing holistic support and access to resources that'll help them thrive. Our Home Visiting Program, creates connections with families with young children and we invests in home-visiting programs for young families, including Welcome Baby and Beyond and ParentChild+ (at RISE Wisconsin), and KinderReady (at Children's Service Society). Through these programs, family support specialists meet with parents/caregivers and their children at home to focus parent support, social connections and resource connections. And, in order to ensure each family has what they need to be successful, we work to connect families to additional resources to holistically meet their needs and goals - including housing and employment support, mental health support and more. * 270 Families reported improved parent-child interaction and/or increased knowledge about parenting. * 200 Children and their families participated in weekly or monthly visits depending on their unique needs. * 175 Children who were screened received an intervention, referral or appropriate support as a result. * 174 Children achieved developmental milestones while in programing with their families. Form 990, Part III (Cont. 5) CORPORATE AND COMMUNITY ENGAGEMENT Championing Change Through Volunteerism At United Way, we know that building community well-being is a team project. That's why we're constantly working to engage community members and local businesses in volunteerism - mobilizing the caring power of our community to create lasting, generational change. By offering several ways to get involved in the workplace and in our community, we're empowering more people to make a difference. Results: * Employee groups at 49 local companies donated 4,385 volunteer hours to create 54,317 ImPacks (essential need items) that were distributed to neighbors in need - Leading to $180,000+ in economic impact. * 3,688 volunteers participated in Corporate and Community Volunteer Engagements * 2,162 individuals responded to opportunities posted on VolunteerYourTime.org * ImPacks created: o 22, 584 Snack Packs, 5,195 Paper Product Packs, 5,173 Menstrual Hygiene Packs, 4,595 Diaper Packs, 158 Blankets and 120 Backpacks. 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. United Way 211 provides 24/7 live, local assistance to every person in our community who needs it. In times of crisis, navigating resources and solutions can be difficult - but we're here to help. From finding food to paying rent or connecting to addiction treatment (and so much more), 211 can help. Our specialists listen, offer comfort, hope and solutions in times of crisis. 211 hosts the most comprehensive health and human services database in Dane County and provides real-time, up-to-date information on needs. Results: * 47,546 Referrals to community resources * 23,695 Dane County Neighbors were supported by 211 * 160,000+ minutes dedicated to serving clients * 1,486 211 Wisconsin App visitor * Referrals by Category: o 14,750 Housing, 7,954 Food, 4,042 Utilities, 4,027 Behavioral Health/Additions, 2,472 Individual and Family Support, 2,337 Transportation, and 2,261 Healthcare. 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 Trustees, 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, the People, Culture, & Rewards 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