Nonprofit · EIN 39-0817532
UNITED WAY OF DANE COUNTY INC
Tax-exempt · MADISON, WI 53704
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $20,731,016 | $22,058,486 | -$1,327,470 | $21,898,523 | $4,350,504 | $17,548,019 |
| December 31, 2023 | 990 | $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.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Renee Moe | President/CEO Officer | 41 | $263,878 | $73,213 |
| Jody Bartnick | Vice President Community Impact Highest-paid employee | 40 | $135,596 | $37,557 |
| Nicholas Wood | CFO/Vice President Administration Officer | 41 | $135,103 | $37,575 |
| Karen Burch | Vice President of Community Engagement/Marketing Highest-paid employee | 40 | $121,920 | $37,546 |
| Justin Hardy | Vice President Resource Development Highest-paid employee | 40 | $123,224 | $19,792 |
| Paul Kundert | Board Chair Trustee or director, Officer | 1 | $0 | $0 |
| Jane F Zimmerman | Vice Chair Trustee or director, Officer | 1 | $0 | $0 |
| Tim Ryan | Treasurer Trustee or director, Officer | 1 | $0 | $0 |
| Karen Timberlake | Secretary Trustee or director, Officer | 1 | $0 | $0 |
| Chief Shon Barnes | Board Member Trustee or director | 1 | $0 | $0 |
| Larry Barton | Board Member Trustee or director | 1 | $0 | $0 |
| Nolan Brown | Board Member Trustee or director | 1 | $0 | $0 |
| Bryan Chan | Board Member Trustee or director | 1 | $0 | $0 |
| Robert Durian | Board Member Trustee or director | 1 | $0 | $0 |
| Dave Florin | Board Member Trustee or director | 1 | $0 | $0 |
24 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Noel Gallagher | Board Member Trustee or director | 1 | $0 |
| Claiborne Hill | Board Member Trustee or director | 1 | $0 |
| Dr Silvia Jackson | Board Member Trustee or director | 1 | $0 |
| Jeff Keebler | Board Member Trustee or director | 1 | $0 |
| Mark Koehl | Board Member Trustee or director | 1 | $0 |
| Sean LaBorde | Board Member Trustee or director | 1 | $0 |
| Barbara McKinney | Board Member Trustee or director | 1 | $0 |
| Everett Mitchell | Board Member Trustee or director | 1 | $0 |
| Christine Negovani | Board Member Trustee or director | 1 | $0 |
| Rachel Neill | Board Member Trustee or director | 1 | $0 |
| Lisa Peyton | Board Member Trustee or director | 1 | $0 |
| Dr Corinda Rainey-Moore | Board Member Trustee or director | 1 | $0 |
| Jay Sekelsky | Board Member Trustee or director | 1 | $0 |
| Kim Sponem | Board Member Trustee or director | 1 | $0 |
| Adam Stevenson | Board Member Trustee or director | 1 | $0 |
| Scott Strong | Board Member Trustee or director | 1 | $0 |
| Gisele Sutherland | Board Member Trustee or director | 1 | $0 |
| David Sweitzer | Board Member Trustee or director | 1 | $0 |
| Pete Vogel | Board Member Trustee or director | 1 | $0 |
| Amber Walker | Board Member Trustee or director | 1 | $0 |
| Derek Wallace | Board Member Trustee or director | 1 | $0 |
| Jesi Wang | Board Member Trustee or director | 1 | $0 |
| William Westrate | Board Member Trustee or director | 1 | $0 |
| Krissy Wick | Board Member Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 42 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Renee Moe | President/CEO Officer | 41 | $252,878 | $72,879 |
| Nicholas Wood | CFO/Vice President Administration Officer | 41 | $130,914 | $32,571 |
| Karen Burch | Vice President of Community Engagement/Marketing Highest-paid employee | 40 | $119,190 | $33,354 |
| Jody Bartnick | Vice President Community Impact Highest-paid employee | 40 | $132,457 | $16,866 |
| Jay Sekelsky | Board Chair Trustee or director, Officer | 1 | $0 | $0 |
| Paul Kundert | Vice Chair Trustee or director, Officer | 1 | $0 | $0 |
| Tim Ryan | Treasurer Trustee or director, Officer | 1 | $0 | $0 |
| Jane F Zimmerman | Secretary Trustee or director, Officer | 1 | $0 | $0 |
| Chief Shon Barnes | Board Member Trustee or director | 1 | $0 | $0 |
| Jacquelyn Boggess | Board Member Trustee or director | 1 | $0 | $0 |
| Nolan Brown | Board Member Trustee or director | 1 | $0 | $0 |
| Bryan Chan | Board Member Trustee or director | 1 | $0 | $0 |
| Christine Dahlhauser | Board Member Trustee or director | 1 | $0 | $0 |
| Dulce Maria Danel | Board Member Trustee or director | 1 | $0 | $0 |
| Robert Durian | Board Member Trustee or director | 1 | $0 | $0 |
| Dave Florin | Board Member Trustee or director | 1 | $0 | $0 |
| Noel Gallagher | Board Member Trustee or director | 1 | $0 | $0 |
| Fabiola Hamdan | Board Member Trustee or director | 1 | $0 | $0 |
| Claiborne Hill | Board Member Trustee or director | 1 | $0 | $0 |
| Jeff Keebler | Board Member Trustee or director | 1 | $0 | $0 |
| Mark Koehl | Board Member Trustee or director | 1 | $0 | $0 |
| Sean LaBorde | Board Member Trustee or director | 1 | $0 | $0 |
| Ross McDuffie | Board Member Trustee or director | 1 | $0 | $0 |
| Barbara McKinney | Board Member Trustee or director | 1 | $0 | $0 |
| Everett Mitchell | Board Member Trustee or director | 1 | $0 | $0 |
| Christine Negovani | Board Member Trustee or director | 1 | $0 | $0 |
| Rachel Neill | Board Member Trustee or director | 1 | $0 | $0 |
| Lisa Peyton | Board Member Trustee or director | 1 | $0 | $0 |
| Dr Corinda Rainey-Moore | Board Member Trustee or director | 1 | $0 | $0 |
| Ananth Seshedri | Board Member Trustee or director | 1 | $0 | $0 |
| Kim Sponem | Board Member Trustee or director | 1 | $0 | $0 |
| Dr Martha Stacker | Board Member Trustee or director | 1 | $0 | $0 |
| Adam Stevenson | Board Member Trustee or director | 1 | $0 | $0 |
| Scott Strong | Board Member Trustee or director | 1 | $0 | $0 |
| Gisele Sutherland | Board Member Trustee or director | 1 | $0 | $0 |
| David Sweitzer | Board Member Trustee or director | 1 | $0 | $0 |
| Karen Timberlake | Board Member Trustee or director | 1 | $0 | $0 |
| Pete Vogel | Board Member Trustee or director | 1 | $0 | $0 |
| Amber Walker | Board Member Trustee or director | 1 | $0 | $0 |
| Derek Wallace | Board Member Trustee or director | 1 | $0 | $0 |
| Jesi Wang | Board Member Trustee or director | 1 | $0 | $0 |
| William Westrate | Board 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
- Website
- UnitedWayDaneCounty.org
- Return prepared by
- CliftonLarsonAllen
Mission
Unite the community to achieve measurable results that change lives.
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 successExpenses $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+/hourExpenses $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 disparitiesExpenses $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 packsExpenses $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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 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
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $20,731,016 | $22,058,486 | $21,898,523 | XML |
| 990 | December 2023 | $21,136,618 | $21,365,560 | $23,454,609 | XML |
| 990 | December 2022 | $21,917,778 | $22,111,289 | $23,323,648 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 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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