United Way Of Dane County Foundation Inc
- Assets
- $24.4m
- Revenue
- $3.4m
- Investments
- $0.0
- Employees
- 0
- Location
- Madison, WI
- Founding
- 08/1993
- Data as of
- 12/2022
- EIN
- 39-1763471
Organization Overview
United Way Of Dane County Foundation Inc is located in Madison, WI. The organization was established in 1993. According to its NTEE Classification (B11) the organization is classified as: Single Organization Support, under the broad grouping of Education and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. United Way Of Dane County Foundation 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 12/2022, United Way Of Dane County Foundation Inc generated $3.4m in total revenue. This represents relatively stable growth, over the past 8 years the organization has increased revenue by an average of 7.2% each year. All expenses for the organization totaled $937.9k during the year ending 12/2022. While expenses have increased by 8.6% per year over the past 8 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.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2022
Describe the Organization's Mission:
Part 3 - Line 1
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.
Describe the Organization's Program Activity:
Part 3 - Line 4a
EARNINGS FROM THE FOUNDATION ARE INVESTED IN THE STRATEGIES THAT SUPPORT OUR COMMUNITY'S AGENDA FOR CHANGE - 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 SEVEN AREAS OF THE AGENDA FOR CHANGE ARE: EDUCATION - STUDENTS SUCCEED ACADEMICALLY AND GRADUATE FROM HIGH SCHOOL, PREPARED FOR HIGHER EDUCATION, CAREER, AND COMMUNITY; CHILDREN - CHILDREN ARE CARED FOR AND HAVE FUN AS THEY BECOME PREPARED FOR SCHOOL; HEALTH - PEOPLE WHO ARE UNINSURED HAVE ACCESS TO HEALTHCARE; HOUSING - THERE IS A DECREASE IN HOMELESSNESS; INDEPENDENCE - SENIORS AND PEOPLE WITH DISABILITIES ARE ABLE TO STAY IN THEIR HOMES; BUILDING ECONOMIC STABILITY- MOVE MORE PEOPLE ARE ON PATHWAYS OUT OF POVERTY; COMMUNITY AND VOLUNTEER ENGAGEMENT - AGENCIES AND VOLUNTEERS ARE STRONG PARTNERS IN ACHIEVING MEASURABLE RESULTS. 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.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Renee Moe President/ceo | OfficerTrustee | 4 | $0 |
Nick Wood CFO And Vice President Administration | Officer | 4 | $0 |
Jennifer Hannon Board Chair | OfficerTrustee | 1 | $0 |
Terry Heinrichs Board Vice Chair | OfficerTrustee | 1 | $0 |
Gary Schaefer Secretary/treasurer | OfficerTrustee | 1 | $0 |
Donald Bernards Board Trustee | Trustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $3,020,838 |
| Noncash contributions included in lines 1a–1f | $229,362 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $3,020,838 |
| Total Program Service Revenue | $0 |
| Investment income | $396,566 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | -$43,991 |
| Net Income from Fundraising Events | -$2,171 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $3,372,886 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $836,157 |
| 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. | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $17,802 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $2,268 |
| Payroll taxes | $1,326 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $1,200 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $75,398 |
| Fees for services: Other | $0 |
| Advertising and promotion | $0 |
| Office expenses | $39 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $344 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $0 |
| All other expenses | $636 |
| Total functional expenses | $937,900 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $356,062 |
| Savings and temporary cash investments | $1,661,579 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $5,080,006 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $66,110 |
| Investments—publicly traded securities | $17,214,620 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $27,755 |
| Total assets | $24,406,132 |
| Accounts payable and accrued expenses | $122,674 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| 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 | -$1,986 |
| Total liabilities | $120,688 |
| Net assets without donor restrictions | $23,313,538 |
| Net assets with donor restrictions | $971,906 |
| 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 | $24,406,132 |