United Way Of Greater Milwaukee & Waukesha County Inc
- Assets
- $52.6m
- Revenue
- $57.6m
- Investments
- $37.6m
- Employees
- 131
- Location
- Milwaukee, WI
- Founding
- 04/1942
- Data as of
- 06/2023
- 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 06/2023, United Way Of Greater Milwaukee & Waukesha County Inc employed 131 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 06/2023, United Way Of Greater Milwaukee & Waukesha County Inc generated $57.6m in total revenue. The organization has seen a slow decline revenue. Over the past 8 years, revenues have fallen by an average of (0.3%) each year. All expenses for the organization totaled $63.2m during the year ending 06/2023. 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 4,786 individual grants totaling $350,786,325. 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
2023
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- SEE SCHEDULE O FOR ADDITIONAL DETAIL. COMMUNITY INVESTMENT:PHILOSOPHY: EVERYONE DESERVES OPPORTUNITIES TO BUILD A GOOD LIFE A QUALITY EDUCATION THAT LEADS TO A STABLE JOB, ENOUGH INCOME TO SUPPORT A FAMILY THROUGH ALL OF LIFE'S STAGES, GOOD HEALTH, AND A SAFE HOME. GOAL: TO CREATE LONG-LASTING CHANGE BY ADDRESSING OUR COMMUNITY'S MOST SERIOUS PROBLEMS BY INVESTING IN SOLUTIONS RIGHT HERE IN OUR COMMUNITY.STRATEGY: FOCUS ON THREE CRITICAL ISSUE AREAS, HEALTH, EDUCATION AND FINANCIAL STABILITY THE BUILDING BLOCKS TO A GOOD LIFE.
DONOR DIRECTED DESIGNATIONS TO SPECIFIC MEMBER AND NON-MEMBER AGENCIES TO ADDRESS DONOR PERCEIVED COMMUNITY NEEDS.
GRANTS- SEE SCHEDULE O FOR ADDITIONAL DETAIL.
VOLUNTEER ENGAGEMENT - SEE SCHEDULE O FOR ADDITIONAL DETAIL.UNITED WAY PROVIDES MULTIPLE WAYS FOR COMMUNITY MEMBERS TO ENGAGE BY INVITING INDIVIDUALS, BUSINESSES, AND COMMUNITY ORGANIZATIONS TO LIVE UNITED BY GIVING, ADVOCATING AND VOLUNTEERING.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Linda E Benfield Immediate Past Chair | OfficerTrustee | 0.6 | $0 |
Steven G Booth Director | Trustee | 0.3 | $0 |
David Bowles Director | Trustee | 0.3 | $0 |
Daniel J Bukiewicz Director | Trustee | 0.3 | $0 |
Bladen J Burns Director | Trustee | 0.3 | $0 |
Cheryl R Carron Director | Trustee | 0.3 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $628,720 |
| Related organizations | $0 |
| Government grants | $5,159,675 |
| All other contributions, gifts, grants, and similar amounts not included above | $50,187,718 |
| Noncash contributions included in lines 1a–1f | $1,684,730 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $55,976,113 |
| Total Program Service Revenue | $387,335 |
| Investment income | $1,078,879 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $143,112 |
| Net Income from Fundraising Events | $11,837 |
| Net Income from Gaming Activities | $3,746 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $57,620,857 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $51,772,696 |
| 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. | $649,548 |
| Compensation of current officers, directors, key employees. | $393,372 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $5,772,155 |
| Pension plan accruals and contributions | $468,225 |
| Other employee benefits | $691,937 |
| Payroll taxes | $452,387 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $7,343 |
| Fees for services: Accounting | $46,250 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $46,816 |
| Fees for services: Other | $1,341,344 |
| Advertising and promotion | $164,439 |
| Office expenses | $90,064 |
| Information technology | $171,794 |
| Royalties | $0 |
| Occupancy | $212,337 |
| Travel | $30,060 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $67,243 |
| Interest | $4,742 |
| Payments to affiliates | $609,233 |
| Depreciation, depletion, and amortization | $246,042 |
| Insurance | $34,472 |
| All other expenses | $32,672 |
| Total functional expenses | $63,241,126 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $1,400 |
| Savings and temporary cash investments | $3,243,984 |
| Pledges and grants receivable | $9,079,640 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $100,000 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $44,080 |
| Net Land, buildings, and equipment | $2,128,387 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $37,628,259 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $399,545 |
| Total assets | $52,625,295 |
| Accounts payable and accrued expenses | $2,553,831 |
| Grants payable | $4,096,140 |
| Deferred revenue | $528,116 |
| 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 | $169,792 |
| Total liabilities | $7,347,879 |
| Net assets without donor restrictions | $37,925,433 |
| Net assets with donor restrictions | $7,351,983 |
| 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 | $52,625,295 |
Grants Awarded
Over the last fiscal year, United Way Of Greater Milwaukee & Waukesha County Inc has awarded $49,638,890 in support to 664 organizations.
| Grant Recipient | Amount |
|---|---|
4C FOR CHILDREN PURPOSE: COMMUNITY SCHOOLS | $71,654 |
ACADEMY FOR URBAN SCHOOL LEADERSHIP (AUSL) PURPOSE: DONOR DESIGNATIONS | $19,750 |
ACTS COMMUNITY DEVELOPMENT CORPORATION PURPOSE: DONOR DESIGNATIONS | $108,560 |
ADAPTIVE COMMUNITY APPROACH PROGRAM INC (ACAP) PURPOSE: DONOR DESIGNATIONS | $14,021 |
ADAPTIVE COMMUNITY APPROACH PROGRAM INC (ACAP) PURPOSE: COMMUNITY ORIENTEERING | $9,340 |
ADVOCATE AURORA FOUNDATION PURPOSE: HEALTH IMPROVEMENT FUND | $15,000 |