Skip to content
Nonprofiteer
← UNITED WAY OF DANE COUNTY INC

Form 990 for tax year 2022

Filed by UNITED WAY OF DANE COUNTY INC.

Totals

Total revenue
$21,917,778
Total expenses
$22,111,289
Contributions and grants received
$21,892,701
Grants paid
$14,278,819
Program service revenue
$0
Investment income
$88,315
Other revenue
-$63,238
Total assets, end of year
$23,323,648
Total liabilities, end of year
$5,695,008
Net assets or fund balances, end of year
$17,628,640
Program services expenses (Part IX)
$18,660,159
Management and general expenses
$1,281,164
Fundraising expenses
$2,169,966
Program service expenses (Part III)
$18,660,159

Program services were 84.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1a · Federated campaigns

    $357,985

  • 1b · Membership dues

    $0

  • 1c · Fundraising events

    $322,652

  • 1d · Related organizations

    $692,104

  • 1e · Government grants (contributions)

    $726,682

  • 1f · All other contributions, gifts and grants

    $19,793,278

  • 1g · Noncash contributions included above

    $609,475

  • 2f · All other program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $95,765 · related or exempt $0 · unrelated business $0 · excluded $95,765

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 5 · Royalties

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 6a · Gross rents

    real property $64,820 · personal property $0

  • 6b · Less rental expenses

    real property $95,804 · personal property $0

  • 6c · Rental income or loss

    real property -$30,984 · personal property $0

  • 6d · Net rental income or loss

    total -$30,984 · related or exempt $0 · unrelated business $0 · excluded -$30,984

  • 7a · Gross sales of assets other than inventory

    securities $649,048 · other assets $0

  • 7b · Less cost or other basis and sales expenses

    securities $656,498 · other assets $0

  • 7c · Gain or loss

    securities -$7,450 · other assets $0

  • 7d · Net gain or loss

    total -$7,450 · related or exempt $0 · unrelated business $0 · excluded -$7,450

  • 8a · Fundraising events: gross income

    $124,203

  • 8a · Fundraising events: contributions included on line 1c

    $322,652

  • 8b · Fundraising events: direct expenses

    $179,634

  • 8c · Net income from fundraising events

    total -$55,431 · unrelated business $0 · excluded -$55,431

  • 9a · Gaming: gross income

    $8,323

  • 9b · Gaming: direct expenses

    $1,679

  • 9c · Net income from gaming

    total $6,644 · related or exempt $0 · unrelated business $0 · excluded $6,644

  • 10a · Gross sales of inventory

    $0

  • 10b · Cost of goods sold

    $0

  • 10c · Net income from sales of inventory

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11d · All other revenue

    total $16,533 · related or exempt $0 · unrelated business $0 · excluded $16,533

  • 11e · Other revenue, total

    $16,533

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $14,278,819 · program services $14,278,819

  • 5 · Compensation of officers, directors and key employees

    total $269,545 · program services $151,907 · management and general $43,952 · fundraising $73,686

  • 7 · Other salaries and wages

    total $4,059,752 · program services $2,252,650 · management and general $673,275 · fundraising $1,133,827

  • 8 · Pension plan contributions

    total $267,515 · program services $149,694 · management and general $47,277 · fundraising $70,544

  • 9 · Other employee benefits

    total $600,829 · program services $320,346 · management and general $112,228 · fundraising $168,255

  • 10 · Payroll taxes

    total $336,370 · program services $186,906 · management and general $55,979 · fundraising $93,485

  • 11a · Fees: management

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 11b · Fees: legal

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 11c · Fees: accounting

    total $40,085 · program services $0 · management and general $40,085 · fundraising $0

  • 11d · Fees: lobbying

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 11e · Fees: professional fundraising services

    total $0 · fundraising $0

  • 11f · Fees: investment management

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 11g · Fees: other

    total $572,204 · program services $507,589 · management and general $11,525 · fundraising $53,090

  • 12 · Advertising and promotion

    total $166,788 · program services $50,987 · management and general $12,109 · fundraising $103,692

  • 13 · Office expenses

    total $126,999 · program services $125,160 · management and general $448 · fundraising $1,391

  • 14 · Information technology

    total $28,833 · program services $19,670 · management and general $4,333 · fundraising $4,830

  • 15 · Royalties

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 16 · Occupancy

    total $195,888 · program services $72,616 · management and general $48,671 · fundraising $74,601

  • 17 · Travel

    total $46,677 · program services $18,840 · management and general $7,383 · fundraising $20,454

  • 18 · Travel or entertainment for public officials

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 19 · Conferences, conventions and meetings

    total $90,555 · program services $32,167 · management and general $30,049 · fundraising $28,339

  • 20 · Interest

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 21 · Payments to affiliates

    total $294,923 · program services $149,249 · management and general $55,221 · fundraising $90,453

  • 22 · Depreciation, depletion and amortization

    total $152,212 · program services $62,700 · management and general $21,409 · fundraising $68,103

  • 23 · Insurance

    total $16,016 · program services $8,469 · management and general $2,848 · fundraising $4,699

  • 24a · Other expenses: Membership Dues

    total $31,480 · program services $16,186 · management and general $5,857 · fundraising $9,437

  • 24b · Other expenses: Data Processing

    total $422,147 · program services $228,124 · management and general $69,443 · fundraising $124,580

  • 24c · Other expenses: Postage and Shipping

    total $9,197 · program services $1,119 · management and general $5,605 · fundraising $2,473

  • 24d · Other expenses: Lease Expense

    total $27,373 · program services $14,347 · management and general $5,039 · fundraising $7,987

  • 24e · All other expenses

    total $77,082 · program services $12,614 · management and general $28,428 · fundraising $36,040

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $250 · end of year $250

  • 2 · Savings and temporary cash investments

    beginning of year $12,260,153 · end of year $12,326,713

  • 3 · Pledges and grants receivable

    beginning of year $9,163,879 · end of year $6,752,015

  • 4 · Accounts receivable

    beginning of year $312,090 · end of year $588,750

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $229,114 · end of year $264,852

  • 10a · Land, buildings and equipment: cost or other basis

    $5,913,677

  • 10b · Land, buildings and equipment: accumulated depreciation

    $3,651,492

  • 10c · Land, buildings and equipment, net

    beginning of year $2,247,778 · end of year $2,262,185

  • 11 · Investments: publicly traded securities

    beginning of year $202,183 · end of year $190,991

  • 12 · Investments: other securities

    beginning of year $1,039,758 · end of year $903,604

  • 15 · Other assets

    beginning of year $12,106 · end of year $34,288

  • 17 · Accounts payable and accrued expenses

    beginning of year $558,331 · end of year $512,560

  • 18 · Grants payable

    beginning of year $4,736,160 · end of year $5,021,955

  • 19 · Deferred revenue

    beginning of year $0 · end of year $0

  • 20 · Tax-exempt bond liabilities

    beginning of year $0 · end of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $0 · end of year $0

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $244,808 · end of year $160,493

  • 27 · Net assets without donor restrictions

    beginning of year $7,322,268 · end of year $6,799,171

  • 28 · Net assets with donor restrictions

    beginning of year $12,605,744 · end of year $10,829,469

Mission and programs · 2022

Mission

Unite the community to achieve measurable results that change lives.

Activities or mission (Part I)

United Way of Dane County unites the community to create 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.

  • 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.

    Expenses $5,667,090 · Grants $4,643,936

  • 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.

    Expenses $5,112,884 · Grants $4,312,826

  • 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.

    Expenses $3,728,300 · Grants $3,616,565

  • 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.

    Expenses $2,429,553

  • 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.

    Expenses $1,722,332

As filed on the 2022 return.

Listed in Part VII

  • Renee Moe

    President/CEO

    Total calculated
    $269,546
    From this org
    $225,251
    From related orgs
    $0
    Other
    $44,295
    Hours/week
    41 + 4 related

    Schedule J breakdown matched by us

    Base
    $224,621
    Bonus
    $0
    Other
    $630
    Deferred
    $20,004
    Nontaxable benefits
    $24,291
    Filer's total
    $269,546

  • Nicholas Wood

    CFO/Vice President Administration

    Total calculated
    $152,759
    From this org
    $119,519
    From related orgs
    $0
    Other
    $33,240
    Hours/week
    41 + 4 related

    Schedule J breakdown matched by us

    Base
    $119,302
    Bonus
    $0
    Other
    $217
    Deferred
    $10,198
    Nontaxable benefits
    $23,041
    Filer's total
    $152,758

  • Karen Burch

    Vice President of Community Engagement/Marketing

    Total calculated
    $145,940
    From this org
    $114,222
    From related orgs
    $0
    Other
    $31,718
    Hours/week
    40

  • Jeffrey McGinn

    Vice President Resource Development

    Total calculated
    $145,803
    From this org
    $116,286
    From related orgs
    $0
    Other
    $29,517
    Hours/week
    40

  • William Westrate

    Board Chair

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Jay Sekelsky

    Board Vice Chair

    Total calculated
    $0
    Hours/week
    1

  • Mark Koehl

    Board Treasurer

    Total calculated
    $0
    Hours/week
    1

  • Dr Gloria Ladson-Billings

    Board Secretary

    Total calculated
    $0
    Hours/week
    1

  • Chief Shon Barnes

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Dave Beck-Engel

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Jacquelyn Boggess

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Dave Branson

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Bryan Chan

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Bea Christensen

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Lau Christensen

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Christine Dahlhauser

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Robert Durian

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Dave Florin

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Dan Frazier

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Roberta Gassman

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Lynn Green

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Fabiola Hamdan

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Dr Carlton Jenkins

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Jeff Keebler

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Paul Kundert

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Sonia Kurhajetz

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Michelle Michalak

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Everett Mitchell

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Ramona Natera

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Rachel Neill

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Josie Ronk

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Tim Ryan

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Ananth Seshedri

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Martha Stacker

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Gisele Sutherland

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Dave Sweitzer

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Dulce Danel Uribe

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Jesi Wang

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Jim Wheeler

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Lucius Woodson

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Jane F Zimmerman

    Board Member

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2022
Filed
9 November 2023
IRS schema version
2022v5.0
Source object
202313139349304641

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.