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Community Development : United Ways (Grantmaking/Grants Payable)

United Way of Dane County

The power of many. Working for all.

four stars

96.76

2059 Atwood Avenue Madison, WI 53704
tel: (608) 246-4350   Web Site
EIN: 39-0817532

Board Leadership
Fritz Grutzner
Chair

CEO
Renee Moe
President and CEO

  Score
(out of 100)
Rating
Overall Score & Rating 96.76 four stars
  Financial 95.43 four stars
  Accountability & Transparency 100.00 four stars
This rating was published 06/01/2020 and includes data from FY2018, the most recent 990 received at that time.

Founded in 1922, United Way of Dane County's mission is to unite the community to achieve measurable results and change lives.

United Way focuses on Education, Income and Health issues - the building blocks of a stable life.

Through six goals that our community identified as critical, United Way is committed to changing lives:

- Children are cared for and have fun as they become prepared for school.
- Students succeed academically and graduate from high school, regardless of race.
- More people are on pathways out of poverty.
- There is a decrease in family homelessness.
- People's health issues are identified and treated early.
- Seniors and people with disabilities are able to stay in their homes.

Through strategic partnerships and collaborative work, we facilitate bringing the many voices of Dane County around a neutral table to find common ground and make progress, while providing organizations and individuals the opportunity to give, advocate and volunteer.

Founded in 1922, United Way of Dane County's mission is to unite the community to achieve measurable results and change lives.

United Way focuses on Education, Income and Health issues - the building blocks of a stable life.

Through six goals that our community identified as critical, United Way is committed to changing lives:

- Children are cared for and have fun as they become prepared for school.
- Students succeed academically and graduate from high school, regardless of race.
- More people are on pathways out of poverty.
- There is a decrease in family homelessness.
- People's health issues are identified and treated early.
- Seniors and people with disabilities are able to stay in their homes.

Through strategic partnerships and collaborative work, we facilitate bringing the many voices of Dane County around a neutral table to find common ground and make progress, while providing organizations and individuals the opportunity to give, advocate and volunteer.

Financial

four stars

95.43

Accountability & Transparency

four stars

100.00

This rating was published 06/01/2020 and includes data from FY2018, the most recent 990 received at that time.
Overall Rating Chart
  Program Expenses
(Percent of the charity's total expenses spent on the programs
and services it delivers)
85.8%
  Administrative Expenses 4.7%
  Fundraising Expenses 9.3%
  Fundraising Efficiency $0.09
  Working Capital Ratio (years) 0.80
  Program Expenses Growth 0.9%
  Liabilities to Assets 23.4%
All data for Financial Performance Metrics calculations was provided by United Way of Dane County on recent 990s filed with the IRS.
All data for Financial Performance Metrics calculations was provided by United Way of Dane County on recent 990s filed with the IRS.

Highly Rated

Charity Name & State Overall Score Overall Rating
United Way of Dane County (WI) 96.76 four stars
United Way of Whatcom County (WA) 88.17 three stars
Heart of West Michigan United Way (MI) 96.13 four stars
United Way of Northwest Vermont (VT) 90.20 four stars
United Way of Kern County (CA) 90.71 four stars

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REVENUE  
Contributions  
   Contributions, Gifts & Grants $19,963,305
   Federated Campaigns $839,600
   Membership Dues $0
   Fundraising Events $527,433
   Related Organizations $230,028
   Government Grants $638,745
Total Contributions $22,199,111
   Program Service Revenue $0
Total Primary Revenue $22,199,111
   Other Revenue $51,270
TOTAL REVENUE $22,250,381
   
EXPENSES  
   Program Expenses $18,910,627
   Administrative Expenses $1,079,898
   Fundraising Expenses $2,075,875
TOTAL FUNCTIONAL EXPENSES $22,066,400
   
Payments to Affiliates $215,162
Excess (or Deficit) for the year $183,981
   
Net Assets $17,575,242

Program names and associated costs are listed for the top programs as reported on the charity's most recently filed Form 990. The top programs displayed will include the largest three programs, or those programs covering at least 60% of the charity's total expenses, whichever comes first.

Program Name Amount Spent % of Program Expenses
Healthy for Life $3,789,653 20.0%
Basic Needs $3,196,377 16.9%
Academic Success $3,166,054 16.7%

Ratings History
United Way of Dane County has received 10 consecutive 4-star ratings from Charity Navigator.

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2018-12 06/01/2020 96.76 four stars
2017-12 06/01/2019 97.86 four stars
2016-12 12/01/2018 98.23 four stars
2015-12 03/01/2017 93.82 four stars
2014-12 06/01/2016 94.27 four stars
 
CN 2.0
2014-12 12/22/2015 92.64 four stars
2013-12 05/01/2015 93.07 four stars
2012-12 05/01/2014 90.33 four stars
2011-12 08/01/2013 94.05 four stars
2011-12 02/01/2013 93.68 four stars
2010-12 12/23/2011 93.54 four stars
2009-12 09/20/2011 95.65 four stars
 
CN 1.0
2009-12 02/01/2011 91.91 four stars
2008-12 03/01/2010 85.60 three stars
2007-12 12/17/2008 95.14 four stars
2006-12 12/01/2007 95.52 four stars
2005-12 12/15/2006 95.11 four stars
2004-12 01/01/2006 85.88 three stars
2003-12 01/05/2005 87.50 three stars
2002-12 12/01/2003 91.04 four stars

The data displayed on this tab is provided by the IRS in the form of Publication 78 and the Business Master File (BMF).

EIN 39-0817532
Name in IRS Master File UNITED WAY OF DANE COUNTY INC
NTEE Code [Not Provided by IRS]
NTEE Classification [Not Provided by IRS]
NTEE Type [Not Provided by IRS]
Classification Charitable Organization
Subsection 501(c)(3)  (View the list of codes)
Activities (600) Community Chest, United Way, etc.
Foundation Status Organization which receives a substantial part of its support from a governmental unit or the general public   170(b)(1)(A)(vi)
Deductibility Contributions are deductible
Affiliation Independent - the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Group Name [Not Applicable]
Ruling Date July, 1951
Filing Requirement 990 (all other) or 990EZ return
Fiscal Year End December
IRS Forms 990
(provided courtesy of Foundation Center)
(Log In or Register Now to View Forms 990!)
  • December, 2017
  • December, 2016
  • December, 2015
  • December, 2014
  • December, 2013
Compensation % of Expenses Paid to Title
$187,226 0.84% Renee Moe President, CEO

Highly Rated

Charity Name & State Overall Score Overall Rating
United Way of Dane County (WI) 96.76 four stars
United Way of Southwest Alabama (AL) 85.44 three stars
United Way of Marathon County (WI) 91.43 four stars
United Way of Brevard (FL) 90.33 four stars
United Way of Greater Nashua (NH) 92.74 four stars

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Charity Contact Info

United Way of Dane County
2059 Atwood Avenue
Madison, WI 53704
tel: (608) 246-4350
fax: (608) 246-4349
EIN: 39-0817532

Mail donations to:
P.O. Box 7548
Madison, WI 53707

Visit Web Site

Board Leadership

Fritz Grutzner
Chair

CEO

Renee Moe
President and CEO

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