2025-11-05T15:34:05-07:00 2024-12-31 410746749 CliftonLarsonAllen 8215 Greenway Blvd Suite 600 Middleton WI 53562 990 2024-01-01 391763471 UNITED WAY OF DANE COUNTY FOUNDATION INC UNIT 6082464350 2059 Atwood Ave Madison WI 53704 Renee Moe President 6082464350 2025-11-12 1 1 Kimberly Anderson P00188889 6086627646 2025-11-05 2024 2025-03-06 01:10:19Z Renee Moe 2059 Atwood Ave Madison WI 53704 27036384 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 2605331 1956875 0 0 555073 2141238 29593 59229 3189997 4157342 701013 1158149 0 0 42278 65127 0 0 156899 89220 124012 832511 1347288 2357486 2810054 29834191 34566914 45135 57041 29789056 34509873 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 1158149 1158149 0 Earnings from the Foundation are Invested in the Strategies that Support our Community's Plan for Community Well-Being - 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 four areas of the Community Plan for Well-Being are: Youth Opportunity - Helping young people realize their full potential; Financial Security - Building financial stability and strength; Healthy Community - Improving health and well-being for all; Community Resiliency - Addressing urgent needs today and advancing a better tomorrow. 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 1158149 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 0 0 0 WI 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 263878 73213 Nicholas Wood CFO and Vice President Administration 4 41 X 0 135103 37575 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 Christopher Cain 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 Kirsten Houghton Board Trustee 1 0 X 0 0 0 Cedric Johnson Board Trustee 1 0 X 0 0 0 Paul Kundert Board Trustee 1 1.00 X 0 0 0 Patti Madden 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 Greg Rademacher Board Trustee 1 0 X 0 0 0 Dorothy Steffens Board Trustee 1 0 X 0 0 0 Teo Trandafir Board Trustee 1 0 X 0 0 0 0 398981 110788 0 0 1 0 0 0 0 0 0 0 1956875 46643 1956875 0 800429 0 0 800429 0 0 0 0 0 0 0 0 0 0 24210857 0 22870048 0 1340809 0 1340809 0 0 1340809 9135 0 8994 141 0 141 59088 0 0 59088 59088 4157342 0 0 2200467 1158149 1158149 50529 0 18765 31764 4562 2358 2204 5996 0 3153 2843 4040 0 1493 2547 4318 4318 112724 112724 0 1784 0 1656 128 Postage and Shipping 445 0 345 100 Printing 3745 0 152 3593 Credit Card Fees 697 0 0 697 Miscellaneous 299 0 0 299 0 1347288 1158149 32240 156899 2286196 1201621 241344 154731 0 2939162 5061726 0 809721 66110 0 66110 66110 22088006 29288563 90809 107006 29834191 34566914 47662 59899 -2527 -2858 45135 57041 X 28724520 33372418 1064536 1137455 29789056 34509873 29834191 34566914 2810054 1910763 0 0 0 0 X 0 1 X 1 0 X X 1 United Way of Dane County Inc 390817532 7 1 1158149 0 1 1158149 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 27292632 1903294 3830998 0 1078135 0 31948789 21826180 2721980 3426581 0 682109 0 27292632 23054644 2128414 -2719427 0 637449 0 21826182 12947985 8131317 2485243 0 509901 0 23054644 10110439 1717330 1565034 0 444818 0 12947985 0.9671 0 0.0329 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 -2858 -2858 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. As a convener of the community, the works of art displayed throughout the building serve as more than just visual enhancements-they are intentional touchpoints for connection, reflection, and conversation. These pieces create meaningful opportunities for prospective donors, volunteers, staff, and visitors alike to pause, engage, and interpret the world through different lenses. Showcasing artistic voices and perspectives sparks dialogue, inspires empathy, and cultivates a sense of belonging among individuals from all walks of life. The artwork is a shared experience that not only enriches the space but also reinforces the mission to bring people together around common values and a collective sense of purpose. 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 Form 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 then 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 2059 Atwood Ave Madison WI 53704 390817532 501c3 1158149 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 263878 0 0 0 0 0 45206 0 28007 0 337091 0 0 Nicholas Wood CFO and Vice President Administration 0 135103 0 0 0 0 0 12968 0 24607 0 172678 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 9 46643 market value at time of donation 0 0 1 0 Schedule M, Part I, Line 9 The numbers in column (b) line 9 reflect contributions. Form 990, Part III, Line 4a (Cont. 1) Youth Opportunity: Helping Young People Realize Their Full Potential. Every young person deserves the opportunity to thrive. At United Way, we help children get off to a good start and empower youth to reach their full potential by breaking down barriers to success. We advance early childhood education, literacy development, access to a high-quality K-12 education, college and career readiness and family engagement - fostering a future where every young person can realize their dreams. Children who start kindergarten-ready and finish high school are more likely to have the skills required to be successful in post-secondary education, an increasingly complicated job market and society. Adults with higher education levels are more likely to gain employment with family-sustaining wages. Strategies: Childcare and Early Childhood Development 1. Increase access to high quality, culturally relevant early care and education experiences particularly for Black, Indigenous and Families of Color experiencing poverty. 2. Build caregivers (parents and early care and education teachers) understanding of healthy child development through family and community outreach (outside of childcare, i.e. home visiting). 3. Connections to community resources and programs: remove barriers to accessing family support services that allow families to access the resources and services they need to overcome the experience of poverty (collective impact). 4. Support/influence policy changes that will deepen early learning and development outcomes for children. Strategies: In School, After School and Summer Learning, Literacy Development, Family Engagement and College and Career Readiness (K-12) 1. Facilitate access to additional learning opportunities to enhance students' mastery of academic content. 2. Build students' social/emotional and non-cognitive skills. 3. Ensure students' behavioral health and wellness. 4. Foster connection, belonging, leadership and academic success with youth at risk of disconnecting. 5. Recognize family engagement as a key component to improve student successes and outcomes. Goals: Build family well-being by intentionally and simultaneously working with children under five and the adults in their lives together. All students succeed academically, and graduate high school prepared for higher education, career and community. Results: * 7,919 Dane County neighbors supported through Youth Opportunity programming * 196 Families reported improved parent-child interaction or increased knowledge about parenting * 1,379 elementary and middle school students improved social emotional skills * 427 high school students improved connection, belonging, leadership and/or academic success. Form 990, Part III, Line 4b Financial Security: Building Financial Stability and Strength. Our Family Homelessness and Affordable Housing strategies ensure that families can maintain housing and avoid evictions as they work toward financial security. Our Job Readiness & Workforce Development strategies help underemployed individuals gain full time employment at $18+/hour with benefits in order to achieve financial security. 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 our entire community and our economy to thrive. Strategies: Family Homelessness Prevention and Affordable Housing The Family Homelessness and Affordable Housing strategies ensure that families can maintain housing and avoid evictions as they work toward financial security. 1. Support Quality Case Management for families at risk of or experiencing instability in their housing. 2. Increase investments in Housing First homelessness reduction programs. 3. Invest in Eviction Prevention. 4. Financial coaching and support services. 5. Invest in home ownership readiness programs. Strategies: Job Readiness & Workforce Development: Adult education and job training Helping un or underemployed individuals gain full time employment at $18+/hour with benefits in order to achieve financial security. 1. Create, expand and invest in workforce strategies that help residents of Dane County who are unemployed or underemployed enter career pathways offering family-sustaining wages. 2. Support mutually beneficial relationships with Dane County employers and industry partners. 3. Support workforce programming and investment coordination among funders. Goal: More people are on pathways out of poverty. Measure: Decrease number of children under five experiencing poverty in Dane County. Increase people living 200% above Federal poverty level in Dane County. Results Snapshot: * 29,127 Dane County neighbors supported through Financial Security programming * 101 Individuals did not return to prison after two years * 1,041 Households remained stably housed at 12 months * 280 People gained new or better employment at $18+/hour Healthy Community: Improving Health and Well-Being for All. United Way works closely with community members to help people overcome barriers to healthy living by working to reduce health disparities and increase resiliency and trauma supports - ensuring everyone has the opportunity to live their healthiest life. While Dane County remains a top place to live, raise a family and retire, for many neighbors, education, income and health inequities and disparities remain consistent. Strategies: Reduce Health Disparities 1. Increase culturally relevant, reflective and safe wellness models and programs. 2. Increase capacity in communities to address health disparities. (example: invest in Fund Health Programs that are community- based and in which disparities are persistent). 3. Increase community-based health. Advance clinic and community linkages to improve health access. 4. Increase patient and/or family information exchange with desire to expand current levels of linkage across the care coordination continuum. 5. Increase community-based maternal child health programming Strategies: Increase Resiliency and Trauma Supports 1. Increase culturally safe and responsive trauma and resiliency programs (example: mental health programming). 2. Embed culture brokers into care teams for individuals and families disengaged from mental health supports Goal: A Dane County absent of health disparities in physical and mental health. Measure: Increase life expectancy in Dane County. Results Snapshot: * 17,981 Dane County neighbors supported through Health Community programming * 534 People received health insurance through HealthConnect premium assistance program * 1,168 Participants served through youth and family mental health programming reported improved health outcomes * 1,036 Participants completed goals in programs designed to address racial health disparities Form 990, Part III, Line 4c (cont 3)Community Resiliency: Addressing Urgent Needs Today and Advancing a Better Tomorrow. Every community deserves the opportunity to prosper. Through initiatives in crisis response, such as 211 (24/7 access to resources and service coordination), volunteer activation, nonprofit capacity building and disaster response, we are strengthening the foundation of Dane County and working to build a resilient community ready for any challenge. When in crisis, it is challenging to know where to go for help. And, with so many opportunities to help, it is hard to know where to make the most impact. United Way understands the big picture and can mobilize resources that make a difference through 211, Volunteer Center and work as a convenor and social impact leader. When our community is hit with an emergency - like severe flooding, a global pandemic or man-made disaster - it's important to have a unifying force that brings us together to raise resources and rebuild an even stronger community. Strategies: 1. United Way 211 (24/7 access to resources and service coordination). 2. Volunteer activation. 3. Nonprofit capacity building. 4. Disaster response. Goals: Be a leader in social impact, connect people who need help with people who want to help in efficient and effective ways. Respond to community emergencies and assist in long-term recovery. Inspire individuals and families to get involved by developing meaningful community and corporate volunteer opportunities that build the nonprofit capacity of Dane County. Provide beyond the check support to strengthen the nonprofit ecosystem. Results - 211: 1) 58,622 Referrals to community resources 1a) 19,294 Housing o 8,601 Food 1b) 6,399 Utilities 1c) 4,596 Behavioral health/addiction 1d) 3,606 Individual family and community support 2) 3,569 Health care 2a) 3,057 Transportation 2b) 2,445 Clothing, personal and household supplies 3) 26,768 Total contacts 4) 3,454 App visitors 5) 930 Chat, text or email messages Results - Volunteerism: 6) 5,296 Volunteers 7) 3,837 Volunteers through corporate and community engagements 7a) 1,459 Volunteers through volunteeryourtime.org 8) 14,090 Children received gifts through Toys for Tots 9) Employees at 55 local companies created nearly 40,000 ImPacks for neighbors in need 10) Most requested ImPacks 10a) 27,257 Snack packs 10b) 6,350 Paper product packs 10c) 3,722 Menstrual hygiene packs 10d) 1,070 Diaper packs 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. The Foundation Board shall determine whether a Potential Conflict gives rise to an Actual Conflict. After presenting information regarding the Potential Conflict, the involved Interested Person(s) must retire from the meeting and not participate in the Foundation Board's or committee's final discussion and voting on the existence of an Actual Conflict. In determining whether to proceed with a transaction involving an Actual Conflict, the Foundation Board will evaluate whether the transaction is in the Foundation's best interest, is fair and reasonable for the Foundation, and is the most advantageous transaction or agreement the Foundation can obtain. 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 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 1