UNITED WAY OF DANE COUNTY FOUNDATION INC

EIN: 391763471 501(c)(3)

Madison, WI

Total Revenue
$3,189,997
Total Expenses
$832,511
Total Assets
$29,834,191
Net Assets
$29,789,056
🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
1993
Legal Domicile
WI
Principal Officer
Renee Moe
Phone
6082464350
Tax Period
2023-01-01 to 2023-12-31

UNITED WAY OF DANE COUNTY FOUNDATION INC, founded in 1993, is a community nonprofit that reported $3.2M in total revenue in fiscal year 2023. Revenue decreased 5% compared to the prior year. The organization ran a surplus of $2.4M, a strong 74% operating margin.

Mission

The United Way of Dane County Foundation, Inc. exists to support the United Way of Dane County mission: to unite the community to achieve measurable results that change lives. By providing a base of support, the Foundation helps United Way invest our community's resources to achieve the Agenda for Change. The Foundation allows caring community members to create a legacy of giving.

Program Service Accomplishments

Program 1
Expenses: $701,013 Revenue: $0

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...

Read more

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 five areas of the Agenda for Change are: Education - Students succeed academically and graduate from high school, prepared for higher education, career, and community; Early Childhood - 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; Income- More people are on pathways out of poverty; Corporate and Community Engagement - agencies and volunteers are strong partners 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.

🔒

Trantor Score

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

Sign in to view Trantor Score and financial metrics

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

Sign In — Free (10 views/day)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $2,605,331
Program Service Revenue $0
Investment Income $555,073
Other Revenue $29,593
TOTAL REVENUE $3,189,997

Expense Breakdown

Grants Paid $701,013
Salaries & Benefits $42,278
Fundraising Expenses $25,076
Program Expenses $701,013
Other Expenses $89,220
TOTAL EXPENSES $832,511

Year-over-Year Comparison

2023 2022 Change
Revenue $3,189,997 $3,372,886 -0.1%
Expenses $832,511 $937,900 -0.1%
Net Income $2,357,486 $2,434,986 0.0%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
🔒

Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Sign In

Governance

Voting Members
19
Independent Members
18
Employees
N/A
Volunteers
100

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
5
$489,242
Total Directors
19
$325,757
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Renee Moe President/CEO 4
Officer Director
$0 $72,879 $325,757
Nick Wood CFO and Vice President Administration 4
Officer
$0 $32,571 $163,485
Terry Heinrichs Board Chair 1
Officer Director
$0 $0 $0
Thomas E Dott Board Vice Chair 1
Officer Director
$0 $0 $0
Gary Schaefer Secretary/Treasurer 1
Officer Director
$0 $0 $0
Kristin Balistreri Board Trustee 1
Director
$0 $0 $0
Marion Brown Board Trustee 1
Director
$0 $0 $0
Robert Cottingham Board Trustee 1
Director
$0 $0 $0
Walter Dewey Board Trustee 1
Director
$0 $0 $0
Jennifer Hannon Board Trustee 1
Director
$0 $0 $0
Elizabeth Heiner Board Trustee 1
Director
$0 $0 $0
Cedric Johnson Board Trustee 1
Director
$0 $0 $0
Jaimes Johnson Board Trustee 1
Director
$0 $0 $0
Andy King Board Trustee 1
Director
$0 $0 $0
Jeff Levy Board Trustee 1
Director
$0 $0 $0
Ursula Norwood Board Trustee 1
Director
$0 $0 $0
Meg Prestigiacomo Board Trustee 1
Director
$0 $0 $0
Jay Sekelsky Board Trustee 1
Director
$0 $0 $0
Dorothy Steffens Board Trustee 1
Director
$0 $0 $0
Catherine Taylor Board Trustee 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 No data No data No data No data
2023 $3,189,997 $832,511 $29,834,191 $2,357,486
2022 $3,372,886 $937,900 $24,406,132 $2,434,986
2021 $10,283,109 $1,716,954 $25,144,891 $8,566,155
2020 $2,982,458 $627,463 $15,906,818 $2,354,995
2019 $1,067,486 $557,678 $12,045,993 $509,808
2018 $1,344,474 $539,960 $10,193,063 $804,514
Explore More Nonprofits
Top 100 Nonprofits in Wisconsin Largest U.S. Nonprofits Best Rated Nonprofits Most Efficient Nonprofits

Compare UNITED WAY OF DANE COUNTY FOUNDATION INC with other nonprofits in Wisconsin and across the country.