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
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Financial Vulnerability Assessment (Tuckman-Chang)

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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 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.

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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 $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
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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
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