2024-11-11T10:43:22-07:00 2023-12-31 420714325 RSM US LLP 4622 Pennsylvania Ave Kansas City MO 64112 990 2023-01-01 390817532 UNITED WAY OF DANE COUNTY INC UNIT 6082464350 2059 Atwood Ave Madison WI 53704 Renee Moe 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 22064731 0 X UnitedWayDaneCounty.org X 1951 WI United Way of Dane County unites the community to achieve measurable results that change lives. We are committed to the vision of a Dane County where everyone can succeed in school, work and life. To facilitate this, we mobilize our community's caring power and advance our community's Agenda for Change, six goals focused on three priority areas of Education, Income and Health - the building blocks of a stable life and thriving community. By targeting specific goals and forging partnerships, United Way is tackling the root causes of critical local issues and achieving real, measurable results in education, financial stability, housing, health and more. Through strategic partnerships and collaborative work, we bring the many voices of Dane County together to find common ground and make measurable progress, while providing organizations and individuals the opportunity to give, advocate and volunteer to change lives in Dane County. 39 39 128 7052 0 0 21892701 21152374 0 0 88315 242446 -63238 -258202 21917778 21136618 14278819 13319973 0 0 5534011 5783363 0 0 2089692 2298459 2262224 22111289 21365560 -193511 -228942 23323648 23454609 5695008 5705659 17628640 17748950 Unite the community to achieve measurable results that change lives. 0 0 5480044 4108891 0 United Way of Dane County mobilizes the caring power of our community so all can thrive. From advancing health and education to strengthening livelihoods and local resilience, we connect people to possibility. We are committed to creating through our Plan for Community Well-Being - a plan built with our community, for our community. Our vision for a brighter future focuses on improving individual and family well-being so that everyone in Dane County can lead healthy, successful and secure lives. When you look at what makes United Way of Dane County really work, it goes beyond the numbers - it's the collective spirit of caring to solve whole problems. Through our network of caring connections, we're able to address big-picture issues no one person or organization can solve alone. Every dollar donated to United Way is a powerful catalyst - multiplying six times over to create lasting, meaningful change, right here in Dane County. At United Way of Dane County, we come together to close gaps and open opportunities in our community. In 2023, we supported over 73,000 neighbors in Dane County. And with our Plan for Community Well-Being, we'll transform measurable outcomes into life-changing support for our neighbors in these areas: 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. 4848989 4098877 0 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. 4138751 3431469 0 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. 2165612 1510709 0 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. 1461739 170027 0 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 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. 3627351 1680736 0 18095135 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 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 23 0 1 128 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 39 39 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 WI X X X Nicholas Wood United Way of Dane County Inc 6082464397 2059 Atwood Ave Madison WI 53704 Renee Moe President/CEO 41 4 X 252878 0 72879 Nicholas Wood CFO/Vice President Administration 41 4 X 130914 0 32571 Karen Burch Vice President of Community Engagement/Marketing 40 0 X 119190 0 33354 Jody Bartnick Vice President Community Impact 40 0 X 132457 0 16866 Jay Sekelsky Board Chair 1 1 X X 0 0 0 Paul Kundert Vice Chair 1 0 X X 0 0 0 Tim Ryan Treasurer 1 0 X X 0 0 0 Jane F Zimmerman Secretary 1 0 X X 0 0 0 Chief Shon Barnes Board Member 1 0 X 0 0 0 Jacquelyn Boggess Board Member 1 0 X 0 0 0 Nolan Brown Board Member 1 0 X 0 0 0 Bryan Chan Board Member 1 0 X 0 0 0 Christine Dahlhauser Board Member 1 0 X 0 0 0 Dulce Maria Danel Board Member 1 0 X 0 0 0 Robert Durian Board Member 1 0 X 0 0 0 Dave Florin Board Member 1 0 X 0 0 0 Noel Gallagher Board Member 1 0 X 0 0 0 Fabiola Hamdan Board Member 1 0 X 0 0 0 Claiborne Hill Board Member 1 0 X 0 0 0 Jeff Keebler Board Member 1 0 X 0 0 0 Mark Koehl Board Member 1 0 X 0 0 0 Sean LaBorde Board Member 1 0 X 0 0 0 Ross McDuffie Board Member 1 0 X 0 0 0 Barbara McKinney Board Member 1 0 X 0 0 0 Everett Mitchell Board Member 1 0 X 0 0 0 Christine Negovani Board Member 1 0 X 0 0 0 Rachel Neill Board Member 1 0 X 0 0 0 Lisa Peyton Board Member 1 0 X 0 0 0 Dr Corinda Rainey-Moore Board Member 1 0 X 0 0 0 Ananth Seshedri Board Member 1 0 X 0 0 0 Kim Sponem Board Member 1 0 X 0 0 0 Dr Martha Stacker Board Member 1 0 X 0 0 0 Adam Stevenson Board Member 1 0 X 0 0 0 Scott Strong Board Member 1 0 X 0 0 0 Gisele Sutherland Board Member 1 0 X 0 0 0 David Sweitzer Board Member 1 0 X 0 0 0 Karen Timberlake Board Member 1 0 X 0 0 0 Pete Vogel Board Member 1 0 X 0 0 0 Amber Walker Board Member 1 0 X 0 0 0 Derek Wallace Board Member 1 0 X 0 0 0 Jesi Wang Board Member 1 0 X 0 0 0 William Westrate Board Member 1 0 X 0 0 0 635439 0 155670 4 0 1 0 0 357985 0 329297 701013 944128 18819951 505462 21152374 0 0 0 0 0 242206 0 0 242206 0 0 0 0 0 0 0 0 66765 0 100811 0 -34046 0 -34046 0 0 -34046 505202 0 504962 0 240 0 240 0 0 240 72884 329297 320530 -247646 0 -247646 6119 1810 4309 0 0 4309 0 0 0 0 0 0 19181 0 0 19181 19181 21136618 0 0 -15756 13319973 13319973 0 0 0 0 0 0 791109 470774 117294 203041 0 0 0 0 3893401 2295314 579266 1018821 252897 148212 39358 65327 505117 279290 84725 141102 340839 203440 48168 89231 0 0 0 0 0 0 0 0 45250 0 45250 0 0 0 0 0 0 0 0 0 0 0 513550 459288 5147 49115 146485 106546 14132 25807 91080 88134 484 2462 23827 17384 2882 3561 0 0 0 0 199223 75376 47307 76540 61991 27684 7027 27280 0 0 0 0 47991 29006 10567 8418 0 0 0 0 280771 146765 48708 85298 189938 85698 28049 76191 15118 8189 2518 4411 Data Processing 493789 265923 74152 153714 Postage and Shipping 38892 32948 3887 2057 Membership Dues 30993 16787 5162 9044 Lease Expense 17683 8046 3839 5798 65643 10358 12811 42474 21365560 18095135 1180733 2089692 250 250 12326713 11997585 6752015 7423980 588750 55499 0 0 0 0 0 0 0 0 264852 299864 5700616 3482982 2262185 2217634 190991 477809 903604 946708 0 0 34288 35280 23323648 23454609 512560 878799 5021955 4689327 0 0 0 0 0 0 0 0 0 0 0 0 160493 137533 5695008 5705659 X 6799171 6775562 10829469 10973388 17628640 17748950 23323648 23454609 X -228942 85815 0 0 0 263437 X 0 1 X 1 0 X 21852761 25440204 22522545 21892701 21152374 112860585 0 0 0 0 0 0 0 0 0 0 21852761 25440204 22522545 21892701 21152374 112860585 10148919 102711666 172312 159631 154322 160585 308971 955821 0 0 0 0 0 73189 16639 18098 16533 19181 143640 113960046 0 0.90130 0.92544 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 21826180 2721980 3426581 0 682109 0 27292632 23054644 2128414 -2719429 0 637449 0 21826180 12947985 8131317 2485243 0 509901 0 23054644 10110439 1717330 1565034 0 444818 0 12947985 8665297 80481 1732833 0 368172 0 10110439 0.965 0 0.035 0 1 1 0 127593 127593 0 4020068 2216474 1803594 0 9645 9645 0 0 1003282 793934 209348 0 540028 462929 77099 2217634 0 Deferred Compensation - Former President/CEO 115033 Deferred Compensation - Current President/CEO 22500 137533 X Schedule D, Part V, Line 4 The endowment funds consist of multiple individual funds established to support the mission of United Way through education, financial stability and health programs for children, youth, families, adults and older adults. Schedule D, Part X, Line 1 line (2): The corporation has a 457b deferred compensation agreement with its former President/CEO. The deferred compensation liability was $115,033 at December 31, 2023. The full value of the fund will be paid to the former President either as a lump sum or in a stated number of equal installments no earlier than termination of employment or in an unforeseeable emergency, but no later than reaching seventy and one half years of age. line (3): The corporation entered into a 457b deferred compensation agreement with the current President/CEO in 2023. The deferred compensation liability was $22,500 at December 31, 2023. The full value of the fund will be paid to the President either as a lump sum or in a stated number of equal installments no earlier than termination of employment or in an unforeseeable emergency, but no later than reaching seventy and one half years of age. 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 this return is 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 IUBIT). 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. Loaned Executives 329297 329297 0 0 43 237 2561 0 165390 Community Celebration 37750 0 37750 0 9634 0 45383 2645 27863 8 35134 0 35134 0 11840 9159 30549 0 15566 402181 329297 72884 0 21517 9396 78493 2645 208819 320870 -247986 1 100 Black Men of Madison PO Box 787 Madison WI 53701 391803848 501c3 16418 Program Operating Cost/Donor Designation for General Support Access Community Health Centers 3434 E Washington Ave Madison WI 53704 391391134 501c3 201138 Program Operating Cost/Donor Designation for General Support Access to Community Services ATTN M Mortell Special Olympics WI 2310 Crossroads Dr Suite 1000 Madison WI 53718 391485069 501c3 32734 Donor Designation for General Support Agrace HospiceCare 5395 E Cheryl Pkwy Fitchburg WI 53711 391319537 501c3 64102 Donor Designation for General Support American Family Children's Hospital c/o UW Foundation 1675 Highland Ave Madison WI 53792 391835630 501c3 7396 Donor Designation for General Support American Heart Association 2850 Dairy Dr Ste 300 Madison WI 53718 135613797 501c3 156128 Donor Designation for General Support American Red Cross Badger Chapter PO Box 5905 Madison WI 53705 390806193 501c3 29031 Donor Designation for General Support America's Best Charities 1100 Larkspur Landing Circle Suite 340 Larkspur CA 94939 943067804 501c3 92561 Donor Designation for General Support America's Charities 14150 Newbrook Drive Suite 110 Chantilly VA 20151 541517707 501c3 40777 Donor Designation for General Support ARC Community Services 2001 W Beltline Hwy Ste 102 Madison WI 53713 510163796 501c3 31336 Program Operating Cost/Donor Designation for General Support Avicenna Society of Madison 5771 Golden Terrace Fitchburg WI 53711 815202062 501c3 7450 Donor Designation for General Support Babson College 231 Forest St Babson Park MA 02457 042103544 501c3 5857 Donor Designation for General Support Badger Prairie Needs Network 1200 E Verona Ave Verona WI 53593 451159288 501c3 10221 Donor Designation for General Support Big Brothers Big Sisters of Dane County 2059 Atwood Ave Madison WI 53704 391077783 501c3 151797 Program Operating Cost/Donor Designation for General Support Boy Scouts of America PO Box 14135 Madison WI 53708 391417416 501c3 5242 Donor Designation for General Support Boys & Girls Club of the Colorado River 2250 Highland Rd Bullhead City AZ 86442 860573993 501c3 19780 Program Operating Cost/Donor Designation for General Support Boys & Girls Clubs of Boston 200 High St Suite 3B Boston MA 02110 042103922 501c3 9371 Program Operating Cost/Donor Designation for General Support Boys & Girls Club of Dane County 2001 Taft St Madison WI 53713 391925617 501c3 119385 Program Operating Cost/Donor Designation for General Support Boys and Girls Club of Greater Milwaukee 1558 N Sixth St Milwaukee WI 53212 390806292 501c3 17200 Program Operating Cost/Donor Designation for General Support Briarpatch Youth Services Inc 1955 Atwood Avenue Madison WI 53704 391391737 501c3 83128 Program Operating Cost/Donor Designation for General Support Brigham & Women's Hospital Inc 116 Huntington Ave 3rd Floor Boston MA 02116 042312909 501c3 9371 Donor Designation for General Support Catholic Charities Diocese of Madison PO Box 46550 Madison WI 53744 390807067 501c3 265537 Program Operating Cost/Donor Designation for General Support Center for Community Stewardship 116 N Few St Ste 3 Madison WI 53703 680501459 501c3 34078 Program Operating Cost/Donor Designation for General Support Centro Hispano of Dane County 810 W Badger Rd Madison WI 53713 930844812 501c3 432021 Program Operating Cost/Donor Designation for General Support CHC Creating Healthier Communities PO Box 715153 Philadelphia PA 191715153 391261126 501c3 596739 Donor Designation for General Support Children's Service Society of Wisconsin 1716 Fordem Ave Madison WI 53704 390806380 501c3 180805 Program Operating Cost/Donor Designation for General Support Christians in Action Community Food Pantry c/o New Heights Lutheran Church 4940 Deneen Rd Black Earth WI 53515 205077434 501c3 8800 Donor Designation for General Support City of Stoughton Food Pantry 207 S Forrest St Stoughton WI 53589 396005622 8869 Donor Designation for General Support Clean Lakes Alliance 150 E Gilman St Ste 2600 Madison WI 53703 273917243 501c3 18881 Donor Designation for General Support Community Action Coalition for South Central WI 1717 N Stoughton Rd Madison WI 53704 391053827 501c3 301294 Program Operating Cost/Donor Designation for General Support Community Coordinated Child Care (4C) in Dane Co PO Box 45320 Madison WI 53744 391165742 501c3 81504 Program Operating Cost/Donor Designation for General Support Community Shares of Wisconsin 612 W Main St Ste 200 Madison WI 53703 391172378 501c3 301150 Donor Designation for General Support Cottage Grove Food Pantry c/o Bryn Mawr Presbyterian Church 229 N Main St Cottage Grove WI 53527 391137661 501c3 8800 Donor Designation for General Support Cultural Practices That Are Relevant Professional Development Organization 7002 New Washburn Way Madison WI 53719 882060573 501c3 16000 Program Operating Cost Dane County Human Services 1202 Northport Dr Madison WI 53704 396005684 501c3 51834 Program Operating Cost Dane County Humane Society 5132 Voges Rd Madison WI 53718 390806335 501c3 104941 Donor Designation for General Support Dear Diary Inc 2921 Landmark Pl Suite 215 Madison WI 53713 872749262 501c3 15500 Program Operating Cost Domestic Abuse Intervention Services PO Box 1761 Madison WI 53701 391268238 501c3 6484 Donor Designation for General Support EarthShare PO Box 424011 Washington DC 20042 521601960 501c3 119441 Donor Designation for General Support East Madison Community Center 8 Straubel Ct Madison WI 53704 391941839 501c3 82425 Program Operating Cost/Donor Designation for General Support Edgewood High School 2219 Monroe St Madison WI 53711 391299613 501c3 14185 Donor Designation for General Support Energy Services Inc 1225 S Park St Madison WI 53715 391443614 501c3 39084 Donor Designation for General Support EOTO LLC C4CS 116 N Few St Suite 3 Madison WI 53703 833246772 11467 Donor Designation for General Support Families & Schools Together 2801 International Ln Ste 212 Madison WI 53704 391895298 501c3 15587 Program Operating Cost/Donor Designation for General Support Foundation for Black Women's Wellness 6601 Grand Teton Plaza Suite A2 Madison WI 53719 460832901 501c3 131980 Program Operating Cost Friends of the Waisman Center Inc 1500 Highland Ave Suite 553 Madison WI 53705 391272090 501c3 10000 Donor Designation for General Support Gilda's Club of Madison 7907 UW Health Court Middleton WI 53562 061662883 501c3 18853 Donor Designation for General Support Global Impact PO Box 409616 Atlanta GA 30384 521273585 501c3 68802 Donor Designation for General Support Goodman Community Center 149 Waubesa St Madison WI 53704 391919172 501c3 198649 Program Operating Cost/Donor Designation for General Support Goodwill Industries of South Central Wisconsin 1302 Mendota St Madison WI 53714 391147571 501c3 6558 Donor Designation for General Support Grace Episcopal Church 116 W Washington Ave Madison WI 53703 391823207 501c3 8800 Donor Designation for General Support Great Rivers United Way 1855 E Main St Onalaska WI 54650 390848188 501c3 6823 Donor Designation for General Support Habitat for Humanity of Dane County PO Box 258128 Madison WI 53725 391592769 501c3 64305 Program Operating Cost/Donor Designation for General Support Hunger Relief Fund Wisconsin 201 S Hawley Ct Milwaukee WI 53214 391345847 501c3 96086 Donor Designation for General Support High Point Church Inc 7702 Old Sauk Rd Madison WI 53717 237134962 501c3 7826 Donor Designation for General Support Holsey Chapel ICM Church 1001 S 14th St Saint Joseph MO 64503 464493114 501c3 8600 Donor Designation for General Support Jewish Social Services of Madison 6434 Enterprise Ln Madison WI 53719 391300430 501c3 13586 Program Operating Cost/Donor Designation for General Support Journey Mental Health Center 625 W Washington Ave Madison WI 53703 390806445 501c3 162865 Program Operating Cost/Donor Designation for General Support JustDane 2115 S Park St Madison WI 53713 237298482 501c3 328479 Program Operating Cost/Donor Designation for General Support Latino Academy of Workforce Development 1917 Lake Point Dr Madison WI 53713 872679293 501c3 102923 Program Operating Cost Literacy Network 1118 S Park St Madison WI 53715 510180488 501c3 207471 Program Operating Cost/Donor Designation for General Support Lussier Community Education Center 55 S Gammon Rd Madison WI 53717 391938173 501c3 40819 Program Operating Cost/Donor Designation for General Support Lutheran Social Services of WI & Upper Michigan 6314 Odana Rd Madison WI 53719 390816846 501c3 7172 Donor Designation for General Support Madison Audubon Society Inc 211 S Paterson St Suite 340 Madison WI 53703 391393389 501c3 10000 Program Operating Cost Madison Children's Museum 100 N Hamilton St Madison WI 53703 391383497 501c3 15245 Program Operating Cost/Donor Designation for General Support Madison College Foundation Inc 1701 Wright St Madison WI 53704 237265867 501c3 22328 Donor Designation for General Support Madison Metropolitan School District 545 W Dayton St Madison WI 53703 396003202 170c 150854 Program Operating Cost Marine Toys for Tots c/o US Marine Corps Reserve center 2001 Manufacturers Dr Madison WI 53704 203021444 501c3 9946 Donor Designation for General Support Marshfield Area United Way 101 W 29 St Suite 104 Marshfield WI 54449 391035073 501c3 41705 Donor Designation for General Support MBA Open Doors Foundation 1919 M St Washington DC 20036 320355086 501c3 5590 Donor Designation for General Support McFarland Community Food Pantry PO Box 101 McFarland WI 53558 364613663 501c3 9230 Donor Designation for General Support McFarland Youth Center 5114 Farwell St McFarland WI 53558 611500763 501c3 7787 Donor Designation for General Support WayForward Resources 3502 Parmenter St Middleton WI 53562 391484945 501c3 181256 Program Operating Cost/Donor Designation for General Support Middleton Youth Center c/o City of Middleton 7426 Hubbard Ave Middleton WI 53562 396006320 13158 Program Operating Cost Mt Zion Baptist Church 2019 Fisher St Madison WI 53713 391562299 7500 Program Operating Cost NAMI Dane County 818 W Badger Rd Suite 104 Madison WI 53713 391270706 501c3 14887 Program Operating Cost/Donor Designation for General Support Nehemiah Community Development Corp PO Box 9861 Madison WI 53715 391736091 501c3 26476 Donor Designation for General Support NewBridge Madison 128 E Olin Ave Madison WI 53713 391211331 501c3 70353 Program Operating Cost/Donor Designation for General Support Northwoods United Way 7A N Brown St Rhinelander WI 54501 391247457 501c3 5991 Donor Designation for General Support Operation Fresh Start 1925 Winnebago St Madison WI 53704 237108090 501c3 66504 Program Operating Cost/Donor Designation for General Support Oregon Food Pantry PO Box 92 Oregon WI 53575 814012258 501c3 8800 Donor Designation for General Support Oregon Youth Center 110 N Oak St Oregon WI 53575 471988801 501c3 7596 Donor Designation for General Support Porchlight 306 N Brooks St Madison WI 53715 391579521 501c3 143025 Program Operating Cost/Donor Designation for General Support Potosi Foundation-Potosi Brewing Co 209 S Main St Potosi WI 53820 392000608 501c3 30100 Donor Designation for General Support Rainbow Project 831 E Washington Ave Madison WI 53703 391422626 501c3 214751 Program Operating Cost/Donor Designation for General Support Reach Dane 2096 Red Arrow Trl Madison WI 53711 391418945 501c3 57921 Program Operating Cost/Donor Designation for General Support RISE Wisconsin 2120 Fordem Ave Madison WI 53704 912064768 501c3 1241418 Program Operating Cost/Donor Designation for General Support Ronald McDonald House 2716 Marshall Ct Madison WI 53705 391655790 501c3 14697 Donor Designation for General Support Rooted WI Inc 517 E Badger Rd Madison WI 53713 391854762 501c3 6430 Program Operating Cost/Donor Designation for General Support Safe Communities of Madison and Dane County PO Box 6652 Madison WI 53716 392010839 501c3 19262 Program Operating Cost/Donor Designation for General Support Safe Harbor Child Advocacy Center Inc 2445 Darwin Rd Suite 20 Madiison WI 53704 392004933 501c3 6076 Donor Designation for General Support Sankofa Behavioral & Community Health 1955 W Broadway Suite 105 Monona WI 53713 800906744 501c3 75047 Program Operating Cost Sankofa Educational Leadership United SELU 1026 W Main St Sun Prairie WI 53590 824737988 501c3 46740 Program Operating Cost Sauk-Prairie United Way PO Box 122 Prairie Du Sac WI 53578 391318028 501c3 15210 Donor Designation for General Support Second Harvest Foodbank of Southern WI 2802 Dairy Drive Madison WI 53718 391490691 501c3 255221 Program Operating Cost/Donor Designation for General Support Simpson Street Free Press PO Box 6307 Monona WI 53716 391882258 501c3 43091 Program Operating Cost/Donor Designation for General Support Society of St Vincent de Paul 1109 Jonathon Dr Madison WI 53713 390824876 501c3 10670 Donor Designation for General Support St Jerome Catholic Church c/o St Olaf Catholic Church Nativit 1550 Farnham St Columbus WI 53925 396056474 501c3 7568 Donor Designation for General Support Stoughton Area Resource Team 248 W Main St Stoughton WI 53589 412076251 501c3 103843 Program Operating Cost/Donor Designation for General Support Sunshine Place 18 Rickel Rd Sun Prairie WI 53590 205398498 501c3 80560 Program Operating Cost/Donor Designation for General Support Sustain Dane PO Box 144 Madison WI 53701 431953180 501c3 10000 Donor Designation for General Support The Aly Wolff Foundation Inc 2022 Uphoff Rd Cottage Grove WI 53527 464707392 501c3 19350 Donor Designation for General Support The Hmong Institute 5310 Arapahoe Ln Madison WI 53704 824232925 501c3 142310 Program Operating Cost The Playing Field 3910 Mineral Point Rd Madison WI 53705 474112110 501c3 176190 Program Operating Cost The River Food Pantry 2201 Darwin Rd Madison WI 53704 204179749 501c3 40610 Donor Designation for General Support The Road Home 128 E Olin Ave Ste 202 Madison WI 53713 311618925 501c3 460357 Program Operating Cost/Donor Designation for General Support The Salvation Army of Dane County 630 E Washington Ave Madison WI 53703 362167910 501c3 298832 Program Operating Cost/Donor Designation for General Support Three Gaits PO Box 153 Oregon WI 53575 391472538 501c3 14855 Donor Designation for General Support Triangle Community Ministry 755 Braxton Place Apt B109 Madison WI 53715 391425047 501c3 20929 Program Operating Cost/Donor Designation for General Support Two Foundation 8410 Washington St Chagrin Falls OH 44023 463258319 501c3 21070 Donor Designation for General Support United Community Fund - Columbus WI PO Box 343 Columbus WI 53925 396050167 501c3 7568 Donor Designation for General Support United Way Bay Area 550 Kearny St Suite 1000 San Francisco CA 94108 941312348 501c3 42961 Donor Designation for General Support United Way of Blackhawk Region 205 N Main St Ste 101 Janesville WI 53545 396006734 501c3 9722 Donor Designation for General Support United Way of Central Maryland 1800 Washington Blvd Suite 340 Baltimore MD 21230 520591543 501c3 23489 Donor Designation for General Support United Way of Dane County Foundation 2059 Atwood Ave Madison WI 53704 391763471 501c3 462542 Donor Designation for General Support United Way of Greater Lorain County 642 Broadway Ave Lorain OH 44052 341011104 501c3 24596 Donor Designation for General Support United Way of Greater Milwaukee & Waukesha County 225 W Vine St Milwaukee WI 53212 390806190 501c3 16517 Donor Designation for General Support United Way of Green County Inc PO Box 511 Monroe WI 53566 396060531 501c3 8281 Donor Designation for General Support United Way of Jefferson & North Walworth Counties 734 Madison Ave Fort Atkinson WI 53538 396046361 501c3 5106 Donor Designation for General Support United Way of Massachusetts Bay and Merrimack Valley 9 Channel Center St Suite 500 Boston MA 02210 042382233 501c3 24594 Donor Designation for General Support United Way of Metropolitan Chicago 333 S Wabash Ave 30th Floor Chicago IL 60604 300200478 501c3 5300 Donor Designation for General Support United Way of Salt Lake 257 East 200 South Suite 300 Salt Lake City UT 84111 080227091 501c3 20849 Donor Designation for General Support United Way of San Diego County 4699 Murphy Canyon Rd San Diego CA 92123 952213995 501c3 50138 Donor Designation for General Support University of Wisconsin Foundation 1848 University Ave Madison WI 53726 390743975 501c3 27711 Donor Designation for General Support University of Wisconsin Platteville Foundation One University Plaza Plateville WI 53818 396051705 501c3 11610 Donor Designation for General Support Urban League of Greater Madison 2222 S Park St Ste 200 Madison WI 53713 391098146 501c3 382708 Program Operating Cost/Donor Designation for General Support Urban Triage 3834 Whitman Ln Ste 308 Madison WI 53704 843297905 501c3 103468 Program Operating Cost Valley of the Sun United Way AZ 3200 E Camelback Rd Suite 375 Phoenix AZ 85018 860104419 501c3 33554 Donor Designation for General Support Vera Court Neighborhood Center 614 Vera Ct Madison WI 53704 391945609 501c3 69344 Program Operating Cost/Donor Designation for General Support Vivent Health 600 Williamson St Ste H Madison WI 53703 391534049 501c3 16283 Program Operating Cost/Donor Designation for General Support Waukesha Express Swim Team Inc W237s4372 Big Bend Rd Waukesha WI 53189 391368110 501c3 8600 Donor Designation for General Support Wisconsin Academy for Graduate Service Dogs 1338 Dewey Ct Madison WI 53703 391626569 501c3 15695 Donor Designation for General Support Wisconsin Association for Environmental Education PO Box 418 Stevens Point WI 54481 202042476 501c3 33859 Donor Designation for General Support YMCA of Dane County 8001 Excelsior Dr Ste 200 Madison WI 53717 390806253 501c3 16769 Program Operating Cost/Donor Designation for General Support YWCA of Madison 101 E Mifflin Street Madison WI 53703 390806303 501c3 894970 Program Operating Cost/Donor Designation for General Support 131 4 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 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 0 0 0 0 0 0 0 0 0 Renee Moe President/CEO 252878 0 0 0 23130 0 20804 0 28945 0 325757 0 0 0 Nicholas Wood CFO/Vice President Administration 130914 0 0 0 266 0 10959 0 21346 0 163485 0 0 0 Karen Burch Vice President of Community Engagement/Marketing 119190 0 0 0 236 0 10136 0 22982 0 152544 0 0 0 X 37 504962 market value at time of donation X 1 500 vendor invoice 0 0 1 0 Schedule M, Part I The numbers in column (b) lines 9 and 19 reflect contributions. 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 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, the People, Culture and 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, Inc. makes information available through printed materials - annual reports, newsletters, etc., and websites - unitedwaydanecounty.org, Guidestar by Candid and Charity Navigator. Form 990, Part XI, Line 9 Change in Value of Beneficial Interest in Assets Held by Others: $43,104; Gain on Donor Designations: $76,409; Change in Temporarily Restricted Assets: $143,924. United Way of Dane County Foundation 2059 Atwood Ave Madison WI 53704 391763471 Fundraising WI 501(c)(3) 12a United Way of Dane County Inc 1 0 1 1 0 0 0 0 0 0 0 0 1 0 1 1 0 1 1 0 United Way of Dane County Foundation b 462542 Cash value United Way of Dane County Foundation c 701013 Cash value Schedule R, Part V, Line 1b Donor Designation for general support Schedule R, Part V, Line 1c The $701,013 from the related organization is the contribution from the related organization for the year recorded in part VIII of the Form 990.