UNITED WAY OF DANE COUNTY INC

EIN: 390817532 501(c)(3)

Madison, WI

Total Revenue
$20,731,016
Total Expenses
$22,058,486
Total Assets
$21,898,523
Net Assets
$17,548,019
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1951
Legal Domicile
WI
Principal Officer
Renee Moe
Phone
6082464350
Tax Period
2024-01-01 to 2024-12-31

UNITED WAY OF DANE COUNTY INC, founded in 1951, is a mid-sized nonprofit that reported $20.7M in total revenue in fiscal year 2024.

Mission

United Way of Dane County mobilizes the caring power of our community so all can thrive. From advancing health and education to strengthening livelihoods and local resilience, we connect people to possibilities. Imagine a future where families are healthy and strong and where all children can learn and succeed - this is the future we are committed to creating through our Plan for Community Well-Being, a plan built with our community, for our community. Our Plan for Community Well-Being outlines how we establish and lead collective impact to advance family well-being in Dane County. We invest in programs aligned to strategies that have the highest opportunities for meaningful and measurable impact within the areas of Youth Opportunity, Financial Security, Healthy Community and Community Resiliency. When you look at what makes United Way of Dane County really work, it goes beyond the numbers - it's the collective spirit of caring to solve whole problems, our ability to rally the most

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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 (2024)

Revenue Breakdown

Contributions & Grants $20,524,269
Program Service Revenue $0
Investment Income $262,410
Other Revenue $-55,663
TOTAL REVENUE $20,731,016

Expense Breakdown

Grants Paid $12,506,328
Salaries & Benefits $6,598,187
Fundraising Expenses $2,524,362
Program Expenses $18,259,239
Other Expenses $2,953,971
TOTAL EXPENSES $22,058,486

Year-over-Year Comparison

2024 2023 Change
Revenue $20,731,016 $21,136,618 0.0%
Expenses $22,058,486 $21,365,560 +0.0%
Net Income $-1,327,470 $-228,942 +4.8%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Liquidity & Cash Position

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Governance

Voting Members
34
Independent Members
34
Employees
129
Volunteers
7727

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
6
$509,769
Total Directors
34
$0
Key Employees
0
$0
Highest Compensated
3
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Renee Moe President/CEO 41
Officer
$263,878 $73,213 $337,091
Jody Bartnick Vice President Community Impact 40
Highest
$135,596 $37,557 $173,153
Nicholas Wood CFO/Vice President Administration 41
Officer
$135,103 $37,575 $172,678
Karen Burch Vice President of Community Engagement/Marketing 40
Highest
$121,920 $37,546 $159,466
Justin Hardy Vice President Resource Development 40
Highest
$123,224 $19,792 $143,016
Paul Kundert Board Chair 1
Officer Director
$0 $0 $0
Jane F Zimmerman Vice Chair 1
Officer Director
$0 $0 $0
Tim Ryan Treasurer 1
Officer Director
$0 $0 $0
Karen Timberlake Secretary 1
Officer Director
$0 $0 $0
Chief Shon Barnes Board Member 1
Director
$0 $0 $0
Larry Barton Board Member 1
Director
$0 $0 $0
Nolan Brown Board Member 1
Director
$0 $0 $0
Bryan Chan Board Member 1
Director
$0 $0 $0
Robert Durian Board Member 1
Director
$0 $0 $0
Dave Florin Board Member 1
Director
$0 $0 $0
Noel Gallagher Board Member 1
Director
$0 $0 $0
Claiborne Hill Board Member 1
Director
$0 $0 $0
Dr Silvia Jackson Board Member 1
Director
$0 $0 $0
Jeff Keebler Board Member 1
Director
$0 $0 $0
Mark Koehl Board Member 1
Director
$0 $0 $0
Sean LaBorde Board Member 1
Director
$0 $0 $0
Barbara McKinney Board Member 1
Director
$0 $0 $0
Everett Mitchell Board Member 1
Director
$0 $0 $0
Christine Negovani Board Member 1
Director
$0 $0 $0
Rachel Neill Board Member 1
Director
$0 $0 $0
Lisa Peyton Board Member 1
Director
$0 $0 $0
Dr Corinda Rainey-Moore Board Member 1
Director
$0 $0 $0
Jay Sekelsky Board Member 1
Director
$0 $0 $0
Kim Sponem Board Member 1
Director
$0 $0 $0
Adam Stevenson Board Member 1
Director
$0 $0 $0
Scott Strong Board Member 1
Director
$0 $0 $0
Gisele Sutherland Board Member 1
Director
$0 $0 $0
David Sweitzer Board Member 1
Director
$0 $0 $0
Pete Vogel Board Member 1
Director
$0 $0 $0
Amber Walker Board Member 1
Director
$0 $0 $0
Derek Wallace Board Member 1
Director
$0 $0 $0
Jesi Wang Board Member 1
Director
$0 $0 $0
William Westrate Board Member 1
Director
$0 $0 $0
Krissy Wick Board Member 1
Director
$0 $0 $0
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
2024 $20,731,016 $22,058,486 $21,898,523 $-1,327,470
2023 $21,136,618 $21,365,560 $23,454,609 $-228,942
2022 $21,917,778 $22,111,289 $23,323,648 $-193,511
2021 $22,528,941 $23,051,249 $25,467,311 $-522,308
2020 $25,432,059 $23,042,976 $24,916,320 $2,389,083
2019 $21,928,366 $22,023,143 $22,529,692 $-94,777
2018 $22,250,381 $22,066,400 $22,950,325 $183,981
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