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Nonprofit · EIN 39-0817532

UNITED WAY OF DANE COUNTY INC

Tax-exempt · MADISON, WI 53704

Financials

$21.1M$21.4M2023$20.7M$22.1M2024
Revenue Expenses · by fiscal year end
Financials of UNITED WAY OF DANE COUNTY INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$20,731,016$22,058,486-$1,327,470$21,898,523$4,350,504$17,548,019
December 31, 2023990$21,136,618$21,365,560-$228,942$23,454,609$5,705,659$17,748,950
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$20,524,269
of which government grants
$1,546,221
Program service revenue
$0
Investment income
$262,410
Net rental income
-$28,071
Net gain from sales of assets
-$35,070
Net income from fundraising events
-$77,957
Net income from gaming
$14,739
Other revenue
-$55,663

Expenses

Grants and similar amounts paid
$12,506,328
Compensation of officers, directors and key employees
$985,404
Other salaries and wages
$4,299,042
Salaries, compensation and benefits (total)
$6,598,187
Professional fundraising fees
$0
Accounting fees
$62,920
Occupancy
$184,427
Travel
$72,608
Depreciation
$175,835
Program services (functional)
$18,259,239
Management and general (functional)
$1,274,885
Fundraising (functional)
$2,524,362

Balance sheet and other

Total assets, start of year
$23,454,609
Total assets, end of year
$21,898,523
Total liabilities, end of year
$4,350,504
Net assets, end of year
$17,548,019
Land, buildings and equipment
$2,076,385
Publicly traded securities
$628,524
Net assets without donor restrictions
$5,786,581
Net assets with donor restrictions
$11,761,438
Gross receipts
$21,472,577
Employees
129
Volunteers
7,727
Year formed
1951
State of legal domicile
WI

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
Renee MoePresident/CEO
Officer
41$263,878$73,213
Jody BartnickVice President Community Impact
Highest-paid employee
40$135,596$37,557
Nicholas WoodCFO/Vice President Administration
Officer
41$135,103$37,575
Karen BurchVice President of Community Engagement/Marketing
Highest-paid employee
40$121,920$37,546
Justin HardyVice President Resource Development
Highest-paid employee
40$123,224$19,792
Paul KundertBoard Chair
Trustee or director, Officer
1$0$0
Jane F ZimmermanVice Chair
Trustee or director, Officer
1$0$0
Tim RyanTreasurer
Trustee or director, Officer
1$0$0
Karen TimberlakeSecretary
Trustee or director, Officer
1$0$0
Chief Shon BarnesBoard Member
Trustee or director
1$0$0
Larry BartonBoard Member
Trustee or director
1$0$0
Nolan BrownBoard Member
Trustee or director
1$0$0
Bryan ChanBoard Member
Trustee or director
1$0$0
Robert DurianBoard Member
Trustee or director
1$0$0
Dave FlorinBoard Member
Trustee or director
1$0$0
24 more people on this return
NameTitleHours / weekCompensation
Noel GallagherBoard Member
Trustee or director
1$0
Claiborne HillBoard Member
Trustee or director
1$0
Dr Silvia JacksonBoard Member
Trustee or director
1$0
Jeff KeeblerBoard Member
Trustee or director
1$0
Mark KoehlBoard Member
Trustee or director
1$0
Sean LaBordeBoard Member
Trustee or director
1$0
Barbara McKinneyBoard Member
Trustee or director
1$0
Everett MitchellBoard Member
Trustee or director
1$0
Christine NegovaniBoard Member
Trustee or director
1$0
Rachel NeillBoard Member
Trustee or director
1$0
Lisa PeytonBoard Member
Trustee or director
1$0
Dr Corinda Rainey-MooreBoard Member
Trustee or director
1$0
Jay SekelskyBoard Member
Trustee or director
1$0
Kim SponemBoard Member
Trustee or director
1$0
Adam StevensonBoard Member
Trustee or director
1$0
Scott StrongBoard Member
Trustee or director
1$0
Gisele SutherlandBoard Member
Trustee or director
1$0
David SweitzerBoard Member
Trustee or director
1$0
Pete VogelBoard Member
Trustee or director
1$0
Amber WalkerBoard Member
Trustee or director
1$0
Derek WallaceBoard Member
Trustee or director
1$0
Jesi WangBoard Member
Trustee or director
1$0
William WestrateBoard Member
Trustee or director
1$0
Krissy WickBoard Member
Trustee or director
1$0
990 for the year ended December 31, 2023: 42 people
NameTitleHours / weekCompensationOther / benefits
Renee MoePresident/CEO
Officer
41$252,878$72,879
Nicholas WoodCFO/Vice President Administration
Officer
41$130,914$32,571
Karen BurchVice President of Community Engagement/Marketing
Highest-paid employee
40$119,190$33,354
Jody BartnickVice President Community Impact
Highest-paid employee
40$132,457$16,866
Jay SekelskyBoard Chair
Trustee or director, Officer
1$0$0
Paul KundertVice Chair
Trustee or director, Officer
1$0$0
Tim RyanTreasurer
Trustee or director, Officer
1$0$0
Jane F ZimmermanSecretary
Trustee or director, Officer
1$0$0
Chief Shon BarnesBoard Member
Trustee or director
1$0$0
Jacquelyn BoggessBoard Member
Trustee or director
1$0$0
Nolan BrownBoard Member
Trustee or director
1$0$0
Bryan ChanBoard Member
Trustee or director
1$0$0
Christine DahlhauserBoard Member
Trustee or director
1$0$0
Dulce Maria DanelBoard Member
Trustee or director
1$0$0
Robert DurianBoard Member
Trustee or director
1$0$0
Dave FlorinBoard Member
Trustee or director
1$0$0
Noel GallagherBoard Member
Trustee or director
1$0$0
Fabiola HamdanBoard Member
Trustee or director
1$0$0
Claiborne HillBoard Member
Trustee or director
1$0$0
Jeff KeeblerBoard Member
Trustee or director
1$0$0
Mark KoehlBoard Member
Trustee or director
1$0$0
Sean LaBordeBoard Member
Trustee or director
1$0$0
Ross McDuffieBoard Member
Trustee or director
1$0$0
Barbara McKinneyBoard Member
Trustee or director
1$0$0
Everett MitchellBoard Member
Trustee or director
1$0$0
Christine NegovaniBoard Member
Trustee or director
1$0$0
Rachel NeillBoard Member
Trustee or director
1$0$0
Lisa PeytonBoard Member
Trustee or director
1$0$0
Dr Corinda Rainey-MooreBoard Member
Trustee or director
1$0$0
Ananth SeshedriBoard Member
Trustee or director
1$0$0
Kim SponemBoard Member
Trustee or director
1$0$0
Dr Martha StackerBoard Member
Trustee or director
1$0$0
Adam StevensonBoard Member
Trustee or director
1$0$0
Scott StrongBoard Member
Trustee or director
1$0$0
Gisele SutherlandBoard Member
Trustee or director
1$0$0
David SweitzerBoard Member
Trustee or director
1$0$0
Karen TimberlakeBoard Member
Trustee or director
1$0$0
Pete VogelBoard Member
Trustee or director
1$0$0
Amber WalkerBoard Member
Trustee or director
1$0$0
Derek WallaceBoard Member
Trustee or director
1$0$0
Jesi WangBoard Member
Trustee or director
1$0$0
William WestrateBoard Member
Trustee or director
1$0$0

Address and contacts

Address (IRS master file)
2059 ATWOOD AVE, MADISON, WI 53704-6608
Principal officer (990 for 2024)
Renee Moe, 2059 Atwood Ave, Madison, WI 53704
Signed the 990
Renee Moe, President
Phone
(608) 246-4350
Return prepared by
CliftonLarsonAllen

Mission

Unite the community to achieve measurable results that change lives.

990 for the year ended December 31, 2024

Program accomplishments

  • 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
    Expenses $5,787,459 · grants $4,839,826
  • 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
    Expenses $3,715,760 · grants $3,271,405
  • 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
    Expenses $4,990,517 · grants $4,183,994
  • Community Resiliency: Addressing Urgent Needs Today and Advancing a Better Tomorrow. Every community deserves the opportunity to prosper. Through initiatives in crisis response, such as 211 (24/7 access to resources and service coordination), volunteer activation, nonprofit capacity building and disaster response, we are strengthening the foundation of Dane County and working to build a resilient community ready for any challenge. When in crisis, it is challenging to know where to go for help. And, with so many opportunities to help, it is hard to know where to make the most impact. United Way understands the big picture and can mobilize resources that make a difference through 211, Volunteer Center and work as a convenor and social impact leader. When our community is hit with an emergency - like severe flooding, a global pandemic or man-made disaster - it's important to have a unifying force that brings us together to raise resources and rebuild an even stronger community. Strategies: 1. United Way 211 (24/7 access to resources and service coordination). 2. Volunteer activation. 3. Nonprofit capacity building. 4. Disaster response. Goals: Be a leader in social impact, connect people who need help with people who want to help in efficient and effective ways. Respond to community emergencies and assist in long-term recovery. Inspire individuals and families to get involved by developing meaningful community and corporate volunteer opportunities that build the nonprofit capacity of Dane County. Provide beyond the check support to strengthen the nonprofit ecosystem. Results - 211: 1) 58,622 Referrals to community resources 1a) 19,294 Housing o 8,601 Food 1b) 6,399 Utilities 1c) 4,596 Behavioral health/addiction 1d) 3,606 Individual family and community support 2) 3,569 Health care 2a) 3,057 Transportation 2b) 2,445 Clothing, personal and household supplies 3) 26,768 Total contacts 4) 3,454 App visitors 5) 930 Chat, text or email messages Results - Volunteerism: 6) 5,296 Volunteers 7) 3,837 Volunteers through corporate and community engagements 7a) 1,459 Volunteers through volunteeryourtime.org 8) 14,090 Children received gifts through Toys for Tots 9) Employees at 55 local companies created nearly 40,000 ImPacks for neighbors in need 10) Most requested ImPacks 10a) 27,257 Snack packs 10b) 6,350 Paper product packs 10c) 3,722 Menstrual hygiene packs 10d) 1,070 Diaper packs
    Expenses $3,765,503 · grants $211,103

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
39-0817532
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1951
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$21,898,523
Income (IRS master file)
$21,472,577

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$20,731,016$22,058,486$21,898,523XML
990December 2023$21,136,618$21,365,560$23,454,609XML
990December 2022$21,917,778$22,111,289$23,323,648IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2019–––IRS
990December 2018–––IRS
990December 2017–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 39-0817532).

Questions about UNITED WAY OF DANE COUNTY INC

What is the EIN of UNITED WAY OF DANE COUNTY INC?
The employer identification number (EIN) of UNITED WAY OF DANE COUNTY INC is 39-0817532.
Is UNITED WAY OF DANE COUNTY INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1951.
Are donations to UNITED WAY OF DANE COUNTY INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does UNITED WAY OF DANE COUNTY INC file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of UNITED WAY OF DANE COUNTY INC due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did UNITED WAY OF DANE COUNTY INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of UNITED WAY OF DANE COUNTY INC?
The 990 for the year ended December 31, 2024 names Renee Moe.
Who are the officers and directors of UNITED WAY OF DANE COUNTY INC?
The 990 for the year ended December 31, 2024 lists 39 people; 5 received compensation from the organization, the highest $263,878 (Renee Moe, President/CEO).
How much revenue does UNITED WAY OF DANE COUNTY INC have?
On its 990 for the year ended December 31, 2024 it reported revenue of $20,731,016, expenses of $22,058,486 and total assets of $21,898,523 at year end.

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