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 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

Unite the community to achieve measurable results that change lives.

Program Service Accomplishments

Program 1
Expenses: $5,787,459 Revenue: $0

Youth Opportunity: Helping Young People Realize Their Full Potential. Every young person deserves the opportunity to thrive. At United Way, we help children get off to a good start and empower youth...

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Youth Opportunity: Helping Young People Realize Their Full Potential. Every young person deserves the opportunity to thrive. At United Way, we help children get off to a good start and empower youth to reach their full potential by breaking down barriers to success. We advance early childhood education, literacy development, access to a high-quality K-12 education, college and career readiness and family engagement - fostering a future where every young person can realize their dreams. Children who start kindergarten-ready and finish high school are more likely to have the skills required to be successful in post-secondary education, an increasingly complicated job market and society. Adults with higher education levels are more likely to gain employment with family-sustaining wages. Strategies: Childcare and Early Childhood Development 1. Increase access to high quality, culturally relevant early care and education experiences particularly for Black, Indigenous and Families of Color experiencing poverty. 2. Build caregivers (parents and early care and education teachers) understanding of healthy child development through family and community outreach (outside of childcare, i.e. home visiting). 3. Connections to community resources and programs: remove barriers to accessing family support services that allow families to access the resources and services they need to overcome the experience of poverty (collective impact). 4. Support/influence policy changes that will deepen early learning and development outcomes for children. Strategies: In School, After School and Summer Learning, Literacy Development, Family Engagement and College and Career Readiness (K-12) 1. Facilitate access to additional learning opportunities to enhance students' mastery of academic content. 2. Build students' social/emotional and non-cognitive skills. 3. Ensure students' behavioral health and wellness. 4. Foster connection, belonging, leadership and academic success with youth at risk of disconnecting. 5. Recognize family engagement as a key component to improve student successes and outcomes. Goals: Build family well-being by intentionally and simultaneously working with children under five and the adults in their lives together. All students succeed academically, and graduate high school prepared for higher education, career and community. Results: * 7,919 Dane County neighbors supported through Youth Opportunity programming * 196 Families reported improved parent-child interaction or increased knowledge about parenting * 1,379 elementary and middle school students improved social emotional skills * 427 high school students improved connection, belonging, leadership and/or academic success

Program 2
Expenses: $3,715,760 Revenue: $0

Financial Security: Building Financial Stability and Strength. At United Way, we believe that everyone should have the opportunity to live in an affordable, safe, stable home and for homeownership to...

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Financial Security: Building Financial Stability and Strength. At United Way, we believe that everyone should have the opportunity to live in an affordable, safe, stable home and for homeownership to be an achievable goal for every family. Our Family Homelessness and Affordable Housing strategies ensure that families can maintain housing and avoid evictions as they work toward financial security. Our Job Readiness & Workforce Development strategies help underemployed individuals gain full time employment at $18+/hour with benefits in order to achieve financial security. When more individuals have jobs earning family-sustaining wages and safe and affordable housing, they are less stressed and more able to provide for themselves and their families - better positioning our entire community and our economy to thrive. Strategies: Family Homelessness Prevention and Affordable Housing The Family Homelessness and Affordable Housing strategies ensure that families can maintain housing and avoid evictions as they work toward financial security. 1. Support Quality Case Management for families at risk of or experiencing instability in their housing. 2. Increase investments in Housing First Programs. 3. Invest in Eviction Prevention. 4. Financial coaching specifically partnering with Black, Indigenous and People of Color led organizations already providing financial coaching programming and support services. 5. Invest in home ownership programs. Strategies: Job Readiness & Workforce Development: Adult education and job training Helping un or underemployed individuals gain full time employment at $18/hour with benefits in order to achieve financial security. 1. Support Workforce Development. Goal: More people are on pathways out of poverty. Results: * 29,127 Dane County neighbors supported through Financial Security programming * 101 Individuals did not return to prison after two years * 1,041 Households remained stably housed at 12 months * 280 People gained new or better employment at $18+/hour

Program 3
Expenses: $4,990,517 Revenue: $0

Healthy Community: Improving Health and Well-Being for All. United Way works closely with community members to help people overcome barriers to healthy living by working to reduce racial health...

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Healthy Community: Improving Health and Well-Being for All. United Way works closely with community members to help people overcome barriers to healthy living by working to reduce racial health disparities and increase resiliency and trauma supports - ensuring everyone has the opportunity to live their healthiest life. While Dane County remains a top place to live, raise a family and retire, for many neighbors, education, income and health inequities and disparities remain consistent. In Dane County, your race and the zip code in which you live have a significant impact on your quality of life, life expectancy and health outcomes. Strategies: Reduce Racial Health Disparities 1. Increase culturally relevant, reflective, and safe wellness models and programs defined and/or led by Black, Indigenous and People of Color. 2. Increase capacity in communities to address health disparities for Black, Indigenous and People of Color (example: invest in Fund Health Programs that are community- based and in which disparities are persistent). 3. Increase community-based health programs that address Black, Indigenous and People of Color. Advance clinic and community linkages to improve health access. 4. Increase patient and/or family information exchange with desire to expand current levels of linkage across the care coordination continuum. 5. Increase community-based maternal child health programming for Black, Indigenous and People of Color. Strategies: Increase Resiliency and Trauma Supports 1. Increase culturally safe and responsive trauma and resiliency programs (example: mental health programming) for Black, Indigenous and People of Color. 2. Cultural adaptation of behavioral or mental health intervention. 3. Embed culture brokers into care teams for individuals and families disengaged from mental health supports due to racism, power dynamics and distrust. Goal: A Dane County absent of racial health disparities in physical and mental health. Results: * 17,981 Dane County neighbors supported through Health Community programming * 534 People received health insurance through HealthConnect premium assistance program * 1,168 Participants served through youth and family mental health programming reported improved health outcomes * 1,036 Participants completed goals in programs designed to address racial health disparities

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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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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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