UNITED WAY OF GREATER MILWAUKEE & WAUKESHA COUNTY INC

EIN: 390806190 501(c)(3) Philanthropy & Grantmaking

MILWAUKEE, WI

Total Revenue
$64,202,334
Total Expenses
$63,935,742
Total Assets
$57,456,036
Net Assets
$46,150,027
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1909
Legal Domicile
WI
Principal Officer
AMY LINDNER
Phone
4142638141
Tax Period
2023-07-01 to 2024-06-30

UNITED WAY OF GREATER MILWAUKEE & WAUKESHA COUNTY INC, founded in 1909, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $64.2M in total revenue in fiscal year 2023. Revenue grew 11% year-over-year, indicating healthy expansion.

Mission

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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $61,244,235
Program Service Revenue $377,251
Investment Income $2,572,209
Other Revenue $8,639
TOTAL REVENUE $64,202,334

Expense Breakdown

Grants Paid $52,284,379
Salaries & Benefits $8,314,607
Fundraising Expenses $4,708,134
Program Expenses $56,517,111
Other Expenses $3,336,756
TOTAL EXPENSES $63,935,742

Year-over-Year Comparison

2023 2022 Change
Revenue $64,202,334 $57,620,857 +0.1%
Expenses $63,935,742 $63,241,126 +0.0%
Net Income $266,592 $-5,620,269 -1.0%
Key Indicators
✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

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Liquidity & Cash Position

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Governance

Voting Members
62
Independent Members
62
Employees
123
Volunteers
13562

Governance Policies

✓ Conflict of Interest Policy
✓ Whistleblower Policy
✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
7
$652,058
Total Directors
62
$0
Key Employees
0
$0
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
LINDA E BENFIELD IMMEDIATE PAST CHAIR 0.60
Officer Director
$0 $0 $0
STEVEN G BOOTH DIRECTOR 0.30
Director
$0 $0 $0
DAVID BOWLES DIRECTOR 0.30
Director
$0 $0 $0
DANIEL J BUKIEWICZ DIRECTOR 0.30
Director
$0 $0 $0
BLADEN J BURNS DIRECTOR 0.30
Director
$0 $0 $0
CHERYL R CARRON DIRECTOR 0.30
Director
$0 $0 $0
MICHAEL G CARTER DIRECTOR 0.30
Director
$0 $0 $0
ERIC L CONLEY DIRECTOR 0.30
Director
$0 $0 $0
SHELDON CUFFIE DIRECTOR 1.30
Director
$0 $0 $0
JULIA CURRIE DIRECTOR 0.30
Director
$0 $0 $0
ANTONY B D'CRUZ DIRECTOR 0.30
Director
$0 $0 $0
COREEN DICUS-JOHNSON DIRECTOR 0.30
Director
$0 $0 $0
PJ DISTEFANO DIRECTOR 0.30
Director
$0 $0 $0
MICHAEL R EVANS DIRECTOR 0.30
Director
$0 $0 $0
PAMELA S FENDT DIRECTOR 0.60
Director
$0 $0 $0
JOHN W FLORSHEIM DIRECTOR 0.30
Director
$0 $0 $0
CRISTY GARCIA-THOMAS DIRECTOR 0.30
Director
$0 $0 $0
DAVID GAY TREASURER 0.60
Officer Director
$0 $0 $0
CINDY GNADINGER EDD DIRECTOR 0.30
Director
$0 $0 $0
LINDA GORENS-LEVEY CPA CFA DIRECTOR 1.30
Director
$0 $0 $0
KELLY H GREBE SECRETARY 0.60
Officer Director
$0 $0 $0
NANCY HERNANDEZ DIRECTOR 0.30
Director
$0 $0 $0
BRYAN HOUSE DIRECTOR 0.30
Director
$0 $0 $0
MARK F IRGENS DIRECTOR 0.60
Director
$0 $0 $0
DANIEL W JACKSON FACHE DIRECTOR 0.30
Director
$0 $0 $0
JASMINE M JOHNSON MSM DIRECTOR 0.30
Director
$0 $0 $0
RODNEY JONES-TYSON DIRECTOR 0.30
Director
$0 $0 $0
CRAIG JORGENSEN DIRECTOR 0.30
Director
$0 $0 $0
MARGARET C KELSEY DIRECTOR 0.30
Director
$0 $0 $0
JOHN KISSINGER DIRECTOR 0.30
Director
$0 $0 $0
HEATHER LADAGE DIRECTOR 0.30
Director
$0 $0 $0
DONALD W LAYDEN JR CHAIR 0.60
Officer Director
$0 $0 $0
MATTHEW S LEVATICH DIRECTOR 0.30
Director
$0 $0 $0
PATRICK LUBAR DIRECTOR 0.30
Director
$0 $0 $0
SHERIFF EARNELL R LUCAS DIRECTOR 0.30
Director
$0 $0 $0
JAY M MAGULSKI DIRECTOR 0.30
Director
$0 $0 $0
SAMANTHA MALDONADO DIRECTOR 0.30
Director
$0 $0 $0
DEREK MEYER DIRECTOR 0.30
Director
$0 $0 $0
BLAKE D MORET DIRECTOR 0.30
Director
$0 $0 $0
WAYNE T MORGAN DIRECTOR 0.30
Director
$0 $0 $0
MICHELLE NETTLES DIRECTOR 1.30
Director
$0 $0 $0
GEORGE R OLIVER VICE-CHAIR 0.60
Officer Director
$0 $0 $0
DR KEITH P POSLEY DIRECTOR 0.30
Director
$0 $0 $0
DR JOAN M PRINCE DIRECTOR 0.30
Director
$0 $0 $0
JONAS PRISING DIRECTOR 0.30
Director
$0 $0 $0
JOHN R RAYMOND SR MD DIRECTOR 0.30
Director
$0 $0 $0
STEPHANIE RIESCH-KNAPP DIRECTOR 1.30
Director
$0 $0 $0
CHRISTOPHER ROWLAND DIRECTOR 0.30
Director
$0 $0 $0
RACHEL SCHNEIDER DIRECTOR 0.30
Director
$0 $0 $0
ASHLEY SMITH DIRECTOR 0.30
Director
$0 $0 $0
JOSH SMITH DIRECTOR 0.30
Director
$0 $0 $0
JUDSON M SNYDER DIRECTOR 0.30
Director
$0 $0 $0
KIMBERLY K STOLL DIRECTOR 0.30
Director
$0 $0 $0
JUDITH TAYLOR DIRECTOR 0.30
Director
$0 $0 $0
SCOTT TURNER DIRECTOR 1.30
Director
$0 $0 $0
MARK WALLACE DIRECTOR 0.30
Director
$0 $0 $0
PEGGY WILLIAM-SMIH DIRECTOR 0.30
Director
$0 $0 $0
THOMAS J WESTRICK DIRECTOR 0.30
Director
$0 $0 $0
LESIE WININGER DIRECTOR 0.30
Director
$0 $0 $0
DEVONA WRIGHT COTTRELL DIRECTOR 1.30
Director
$0 $0 $0
KATRENE ZELENOVSKIY DIRECTOR 0.30
Director
$0 $0 $0
SAMUEL ZIELKE DIRECTOR 0.30
Director
$0 $0 $0
AMY L LINDNER PRESIDENT & CEO 50.00
Officer
$333,250 $30,899 $364,149
FILIPPO CARINI CHIEF OPERATING OFFICER 50.00
Officer
$237,749 $50,160 $287,909
NICOLE ANGRESSANO VP - COMMUNITY IMPACT 50.00
Highest
$196,665 $26,144 $222,809
GINA SANTAGATI VP - RESOURCE DEVELOPMENT 50.00
Highest
$166,245 $42,278 $208,523
JAYNE THOMA VP - VOLUNTEER ENGAGEMENT 50.00
Highest
$139,110 $29,164 $168,274
NATALIE HARLAN DIRECTOR, HUMAN RESOURCES 50.00
Highest
$159,125 $15,119 $174,244
LAURA MEINE VP - DIGITAL INNOVATION 50.00
Highest
$119,612 $29,207 $148,819
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 No data No data No data No data
2024 $64,202,334 $63,935,742 $57,456,036 $266,592
2023 $57,620,857 $63,241,126 $52,625,295 $-5,620,269
2022 $64,052,238 $65,450,749 $57,056,595 $-1,398,511
2021 $81,920,457 $57,051,595 $61,405,972 $24,868,862
2020 $59,961,080 $59,432,163 $37,310,546 $528,917
2019 $58,144,508 $59,173,955 $38,095,967 $-1,029,447
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