United Way Of Greater Milwaukee & Waukesha County Inc
- Assets
- $57.1m
- Revenue
- $64.1m
- Investments
- $38.2m
- Employees
- 129
- Location
- Milwaukee, WI
- Founding
- 04/1942
- Data as of
- 06/2022
- EIN
- 39-0806190
Organization Overview
United Way Of Greater Milwaukee & Waukesha County Inc is located in Milwaukee, WI. The organization was established in 1942. According to its NTEE Classification (T70) the organization is classified as: Federated Giving Programs, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. As of 06/2022, United Way Of Greater Milwaukee & Waukesha County Inc employed 129 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. United Way Of Greater Milwaukee & Waukesha County Inc is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2022, United Way Of Greater Milwaukee & Waukesha County Inc generated $64.1m in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 1.2% each year. All expenses for the organization totaled $65.5m during the year ending 06/2022. While expenses have increased by 0.8% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2016, United Way Of Greater Milwaukee & Waukesha County Inc has awarded 4,703 individual grants totaling $341,226,475. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2022
Describe the Organization's Mission:
Part 3 - Line 1
UNITED WAY OF GREATER MILWAUKEE & WAUKESHA COUNTY CHANGES LIVES AND IMPROVES OUR COMMUNITY BY MOBILIZING PEOPLE AND RESOURCES TO DRIVE STRATEGIC IMPACT IN HEALTH, EDUCATION AND FINANCIAL STABILITY.
Describe the Organization's Program Activity:
Part 3 - Line 4a
COMMUNITY INVESTMENT STRATEGIES - SEE SCHEDULE O
VOLUNTEER ENGAGEMENT - SEE SCHEDULE O
GRANTS - SEE SCHEDULE O
DONOR DIRECTED DESIGNATIONS TO SPECIFIC MEMBER AND NON-MEMBER AGENCIES TO ADDRESS DONOR PERCEIVED COMMUNITY NEEDS.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Amy L Lindner President & CEO | Officer | 50 | $305,531 |
Filippo Carini Chief Operating Officer | Officer | 50 | $228,627 |
Nicole Angressano VP - Community Impact | 50 | $182,248 | |
Craig Nuechterlein VP - It & Pledge Processing | 50 | $153,067 | |
Gina Santagati VP - Resource Development | 50 | $130,465 | |
Jayne Thoma VP - Volunteer Engagement | 50 | $127,318 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $3,231,792 |
| All other contributions, gifts, grants, and similar amounts not included above | $58,666,400 |
| Noncash contributions included in lines 1a–1f | $8,933,677 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $61,898,192 |
| Total Program Service Revenue | $902,742 |
| Investment income | $627,170 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $589,113 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $64,052,238 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $55,204,490 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $622,873 |
| Compensation of current officers, directors, key employees. | $388,742 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $5,506,614 |
| Pension plan accruals and contributions | $458,701 |
| Other employee benefits | $630,036 |
| Payroll taxes | $403,451 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $17,715 |
| Fees for services: Accounting | $36,995 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $47,764 |
| Fees for services: Other | $302,323 |
| Advertising and promotion | $147,586 |
| Office expenses | $48,512 |
| Information technology | $204,313 |
| Royalties | $0 |
| Occupancy | $200,477 |
| Travel | $23,565 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $69,702 |
| Interest | $5,639 |
| Payments to affiliates | $833,827 |
| Depreciation, depletion, and amortization | $220,859 |
| Insurance | $32,702 |
| All other expenses | $0 |
| Total functional expenses | $65,450,749 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $1,403 |
| Savings and temporary cash investments | $5,757,525 |
| Pledges and grants receivable | $10,204,504 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $203,396 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $110,120 |
| Net Land, buildings, and equipment | $2,209,377 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $38,221,440 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $348,830 |
| Total assets | $57,056,595 |
| Accounts payable and accrued expenses | $2,368,722 |
| Grants payable | $4,634,243 |
| Deferred revenue | $271,176 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $148,303 |
| Total liabilities | $7,422,444 |
| Net assets without donor restrictions | $43,806,881 |
| Net assets with donor restrictions | $5,827,270 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $57,056,595 |
Grants Awarded
Over the last fiscal year, United Way Of Greater Milwaukee & Waukesha County Inc has awarded $43,709,206 in support to 570 organizations.
| Grant Recipient | Amount |
|---|---|
Madison, WI PURPOSE: DONOR DESIGNATIONS | $2,227,235 |
Waukesha, WI PURPOSE: WAUKESHA PARADE | $1,250,000 |
Milwaukee, WI PURPOSE: DONOR DESIGNATIONS | $1,219,500 |
Milwaukee, WI PURPOSE: DONOR DESIGNATIONS | $1,115,762 |
Waukesha, WI PURPOSE: DONOR DESIGNATIONS | $1,000,171 |
Milwaukee, WI PURPOSE: DONOR DESIGNATIONS | $920,235 |
Grants Recieved
Over the last fiscal year, we have identified 62 grants that United Way Of Greater Milwaukee & Waukesha County Inc has recieved totaling $7,794,927.
| Awarding Organization | Amount |
|---|---|
Greater Milwaukee Foundation Inc Milwaukee, WI PURPOSE: THE ANNUAL CAMPAIGN | $999,276 |
Greater Milwaukee Foundation Inc Milwaukee, WI PURPOSE: THE ANNUAL CAMPAIGN | $999,276 |
Margaret A Cargill Foundation Eden Prairie, MN PURPOSE: SUPPORT FOR THE SAFE AND STABLE HOMES PROJECT TO END FAMILY HOMELESSNESS | $750,000 |
Margaret A Cargill Foundation Eden Prairie, MN PURPOSE: SUPPORT FOR THE SAFE AND STABLE HOMES PROJECT TO END FAMILY HOMELESSNESS | $750,000 |
Schwab Charitable Fund San Francisco, CA PURPOSE: PUBLIC, SOCIETAL BENEFIT | $696,829 |
American Online Giving Foundation Inc Newark, DE PURPOSE: GENERAL SUPPORT | $551,333 |
Endowment Analysis
| Beg. Balance | $25,404,378 |
| Earnings | -$942,889 |
| Net Contributions | $93,975 |
| Other Expense | $168,456 |
| Grants | $3,003,106 |
| Ending Balance | $21,383,903 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Jewish United Fund Of Metropolitan Chicago Chicago, IL | $237,716,660 | $98,017,955 |
United Jewish Foundation Bloomfield Hills, MI | $617,807,734 | $98,304,951 |
United Way Of Greater Milwaukee & Waukesha County Inc Milwaukee, WI | $57,056,595 | $64,052,238 |
Heart Of West Michigan United Way Grand Rapids, MI | $33,929,267 | $56,856,308 |
United Way Of Metropolitan Chicago Inc Chicago, IL | $58,068,035 | $46,184,540 |
Greater Twin Cities United Way Minneapolis, MN | $131,397,199 | $56,166,906 |
Jewish Federation Of Metropolitan Detroit Bloomfield Hills, MI | $47,934,420 | $53,063,745 |
Aurora Health Care Foundation Inc Milwaukee, WI | $332,167,553 | $7,899,285 |
United Way Of Central Iowa Des Moines, IA | $37,480,917 | $26,442,012 |
Minneapolis Jewish Federation Minneapolis, MN | $195,630,681 | $22,381,825 |
Milwaukee Jewish Federation Inc Milwaukee, WI | $275,238,952 | $33,191,987 |
United Way Of Dane County Inc Madison, WI | $25,467,311 | $22,528,941 |