Form990
Click to see attachment
Department of the Treasury
Internal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except black lung benefit trust or private foundation)

MediumBullet The organization may have to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0047
2011
Open to Public Inspection
A For the calendar year, or tax year beginning 01-01-2011 and ending 12-31-2011
BCheck if applicable:
CName of organization
UNITED WAY OF DANE COUNTY INC
 
Doing Business As
 
 
Number and street (or P.O. box if mail is not delivered to street address)
PO Box 7548
 
Room/suite
City or town, state or country, and ZIP + 4
Madison, WI537077548
D Employer identification number

39-0817532
E Telephone number

G Gross receipts $ 20,375,996
F Name and address of principal officer:
Leslie Ann Howard
2059 Atwood Ave
Madison,WI53704
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
UnitedWayDaneCounty.org
H(a)
Is this a group return for
affiliates?
H(b)
Are all affiliates included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:
 
L Year of formation: 1951
M State of legal domicile: WI
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: Creating long-lasting solutions through the Agenda for Change, the seven goals identified by our community as most vital. By targeting specific goals and forging strong partnerships, United Way 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.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a)..... 3 38
4 Number of independent voting members of the governing body (Part VI, line 1b) .... 4 38
5 Total number of individuals employed in calendar year 2011 (Part V, line 2a) ... 5 123
6 Total number of volunteers (estimate if necessary) .... 6 7,126
7a Total unrelated business revenue from Part VIII, column (C), line 12 .. 7a 0
b Net unrelated business taxable income from Form 990-T, line 34 .. 7b 0
Revenues; Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 18,205,774 19,262,495
9 Program service revenue (Part VIII, line 2g) ......... 0 0
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 69,789 49,112
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 86,113 70,644
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 18,361,676 19,382,251
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 14,404,440 14,884,413
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 3,069,275 3,230,504
16a Professional fundraising fees (Part IX, column (A), line 11e)..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet1,709,212    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24f).... 1,057,613 1,151,061
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 18,531,328 19,265,978
19 Revenue less expenses. Subtract line 18 from line 12....... -169,652 116,273
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 21,585,705 21,574,289
21 Total liabilities (Part X, line 26)............. 6,045,348 6,167,884
22 Net assets or fund balances. Subtract line 21 from line 20..... 15,540,357 15,406,405
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title.
Paid preparer use only
Print/type preparer's name
 
Preparer's signature
Date
PTIN
Firm's name Right pointing arrowhead image

Firm's EIN Right pointing arrowhead image
Firm's address Right pointing arrowhead image



Phone no.
May the IRS discuss this return with the preparer shown above? See instructions .........bullet
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y
Form 990 (2011)
Form 990 (2011)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response to any question in this Part III .........
1
Briefly describe the organization’s mission: To unite and focus the community to create measurable results in improving people's lives and strengthening our community.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? ....................
If “Yes,” describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program services? ..........................
If “Yes,” describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations and section 4947(a)(1) trusts are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 3,791,737 including grants of $ 3,498,608 ) (Revenue $ 0 )
Growing Up Getting Ready-All students succeed academically and graduate from high school, regardless of race. We have two overarching goals for our children and youth. First, we're assuring all young children in Dane County are cared for and have fun as they become prepared for school. Our Born Learning Mobilization Plan's goal: By 2013, 75% of our children will be ready for kindergarten. Strategies include home visitation and Play & Learns to teach parents how to be their children's first teacher. Early development screening of children at 18 months, 36 months, and 60 months through programs and health care through Dane County assures the early detection of potential developmental delays. In 2011, 2,352 children and 2,329 caregivers attended 14 Play & Learns; the Ages and Stages screener was administered to 2,352 children. Of those screened, 12% were identified with potential delays and referred for treatment. Secondly, we're insuring that all students succeed academically and graduate from high school, regardless of race. Our Schools of Hope Mobilization Plan goal: No more than 5% of any student group will score minimal on the 4th grade WKCE (WI Knowledge and Concepts Exam) and by 2015 the proportion of Students of Color scoring advanced or proficient on the 4th grade WKCE (WI Knowledge and Concepts Exam) will increase. Our Achievement Connections Mobilization Plan goals: We'll improve the passage of algebra in high school, and increase the graduation rate in Dane County from 91.4% to 95% by 2020 with an interim goal of 93.2% by 2016. Strategies in this area include tutoring at all levels--Our tutoring initiative engaged 1,041 volunteers in 4 school districts, tutoring 6000+ students K-12. In 2011 5% of 4th graders scored minimal on state tests, the percent of students completing algebra increased to 80%, and all Dane County schools except seven graduated at least 90% of their high school students.
4b (Code:   ) (Expenses $ 3,465,553 including grants of $ 2,679,940 ) (Revenue $ 0 )
Agency and Volunteer Development-United Way engages our community, mobilizes volunteers and strengthens local nonprofits to achieve measurable results and change lives. Our Volunteer Engagement Mobilization Plan goal is: By 2020, to increase volunteerism to 800,000 hours in the Agenda for Change to accelerate results. Key strategies include aligning volunteers with opportunities that support the Agenda for Change, leveraging volunteers' intellectual capacity as well as their physical capacity, mobilizing diverse groups of volunteers, increasing opportunities for corporate volunteers, and developing youth leadership opportunities through volunteering. In 2011 volunteers provided over 618,000 hours of volunteer service dedicated to advancing the Agenda for Change, and 17.6 million hours of volunteer service for Dane County. 35,256 visitors searched VolunteerYourTime.org to get connected with the perfect volunteer opportunity in Dane County. We work to build agency effectiveness and capacity by providing training and developmental opportunities to business volunteer programs, volunteer managers, nonprofit boards and executive directors to help strengthen the leadership, governance and volunteer engagement within our partner agencies. Through the Annual Campaign we are providing funding to over 500 agencies and other United Ways. In 2011, United Way's 2-1-1 center answered 65,798 calls for help. 2-1-1 Center is available 24 hours a day, seven days a week and is staffed by trained specialists who help individuals and families find fast, free and confidential help in health and human services.
4c (Code:   ) (Expenses $ 3,152,300 including grants of $ 2,929,473 ) (Revenue $ 0 )
Basic Needs-There is a decrease in family homelessness. Our goal is to reduce family homelessness and the number of children in shelter by 50% in Dane County by 2015 by expanding eviction prevention strategies and providing direct access to stable housing for families facing homelessness. We have reduced our reliance on shelter as the first line of defense for Dane County families. The strategies we invest in are landlord and tenant connections and financial counseling, quality case management, access to surplus/free food, and direct access to permanent housing through Housing First. By 2015, we will reduce the number of Dane County school-age children in shelter from 109 to 54. By 2010 we reduced that number to 87 (-23%) in shelters. We've also reduced the total number of children in shelter by 18.5% to 1055. In 2011, 7.1 million pounds of food were distributed to 132,000 households, over a 50% increase from 2006. In 2011, 3,150 households learned financial literacy skills, 2,111 families received case management and 549 families were stably housed in our Housing First program eliminating their time in shelter and improving potential for school success.
(Code:   ) (Expenses $ 2,696,854 including grants of $ 2,511,606 ) (Revenue $ 0 )
Healthy for Life: Health issues are identified and treated early. Our Health Agenda focuses on removing barriers and providing access to physical/behavioral health and dental resources so that people's health issues are identified and treated early. Connecting people, particularly those with low incomes or who are uninsured, with health care and dental "homes" is a proven best practice that we promote and support as it provides a regular source of care that focuses on preventive care, managing chronic illnesses and reducing the need for hospitalizations or emergency visits. In 2011, 679 children and 293 pregnant women received preventive dental care, 539 children received a well child exam prior to entrance into kindergarten and 1,056 diabetics improved the management of their disease as a result of being connected with a community-based medical home through United Way's support. More specifically, our work on health is tightly connected with other United Way goals. Our relationship with Dane County healthcare providers has led to use of a common developmental screening tool, the Ages & Stages Questionnaire, becoming a part of well child visits throughout our community. The early detection and treatment of developmental delays is critical to assuring that children are ready to learn when they enter kindergarten. Significant investments also address the early identification and treatment of behavioral and mental health issues that keep kids from learning. This is a critical component of keeping youth connected to school, families and the community and on-track for graduation. During the 2011/2012 school year, 2,500 sixth graders were screened for behavioral health issues, 60 of those required and received intervention. Additionally, in another school-based program serving students at all grade levels, 685 students participated in 107 behavioral health groups offered in 49 schools and 5 off-site locations in 8 Dane County school districts.
(Code:   ) (Expenses $ 2,092,337 including grants of $ 1,882,933 ) (Revenue $ 0 )
Safe Community Strong Neighborhoods: There is a reduction in violence toward individuals and families. We have three main focus areas. 1) Achievement Connections is the initiative that works to keep our youth in school and on track to graduate from high school with a combination of middle and high school strategies. Our goal is to 1)increase the graduation rate in Dane County from 91.4% to 95% by 2020 with an interim goal of 93.2% by 2016, and 2) Increase the graduation rate for MMSD students from 74.5% to 84.5% by 2020 (or an additional 197 students will graduate by 2020) with an interim goal of 79.5% by 2016. To achieve this goal, our strategies are: 1) Increase student engagement in the classroom, after school and in the community. 2) Increase parents' engagement and social support 3) Increase the identification and treatment of behavioral health issues. 4) Drop-out recovery. High school graduation rates in Middleton/Cross Plains and Oregon are increasing thanks to these strategies. In 2005 Dane County's graduation rate was 90%--it's now 91.43 %. We've reduced habitual truancy by 20%, drop out rates by 21.4%, and have engaged 1700+ parents. 2) Our Journey Home initiative links ex-offenders who are returning to the community to the four research-based strategies; Residency, Employment, Support and Treatment so they can successfully reintegrate back into the community. We've reduced the return-to-prison rate for Dane County from 66% to 21% in four years-long term goal is 10% by 2015 to keep our community safer. Since 2006 we have interviewed and provided services for 3,066 individuals. We have worked with 821 individuals to provide more intensive services with 62 of those individuals return to prison giving us a return to prison rate of 7.5% since 2006. Also 1,488 have attended the service fairs with 430 services providers, 142 have found permanent or temporary residency, 262 have found employment, 342 have received support and treatment and an additional 2,007 bus tokens have been given out to facilitate transportation. 3) We also are keeping the community safer by helping people get the literacy and numeracy skills with high school equivalency diplomas, life skills, communication skills, basic and industry specific job skills they need to find and maintain employment. We also invest in programs focused on personal safety including domestic abuse and fire and disaster safety.
(Code:   ) (Expenses $ 1,520,226 including grants of $ 1,381,853 ) (Revenue $ 0 )
Self-Reliance and Independence: Seniors and people with disabilities are able to stay in their homes. We work to provide support for seniors and people with disabilities to help them live independently in their homes. Adverse drug events and falls are two acute yet preventable conditions that precipitate hospitalization and institutionalization. In 2009, 1,579 emergency department visits and 2,698 hospitalizations occurred as a result of adverse drug events and falls among older adults aged 65 and over in Dane County. United Way's Delegation on Safe and Healthy Aging determined we could reduce the rate of emergency room visits and hospitalizations caused by adverse drug events and falls by 15% by 2015. To do so we are implementing four strategies: (1) Identify and assess seniors at risk of Adverse Drug Events and/or falls in Dane County, (2) Connect physicians and other health care providers with community-based resources to meet the non-medical needs of their patients that can help prevent falls and Adverse Drug Events, (3) Provide caregivers with access to resources and tools that help seniors remain safe, and (4) Help the community understand and advocate for the prevention of Adverse Drug Events and falls. In 2011, (1) 1,328 (of 1,532) caregivers of seniors with dementia and frailty supported seniors with dementia or frailty to remain independent in their homes by receiving respite services and trainings to manage their stress levels and learn about key caregiving knowledge and skills (87% success rate); (2) 2,332 (of 2,621) frail seniors remained independent by receiving home-delivered meals or home chore assistance or transportation services, necessary to maintain their health and independence at home (89% success rate); (3) 778 (of 817) seniors accessed available services through case managers (95% success rate); and (4) 590 (of 697) seniors maintained physical/cognitive functioning levels through educational programs and group activities at senior/community centers (85% success rate).
4d Other program services (Describe in Schedule O.)
(Expenses $ 6,309,417 including grants of $ 5,776,392 ) (Revenue $ 0 )
4e Total program service expensesMediumBullet$ 16,719,007
Form 990 (2011)
Form 990 (2011)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If “Yes,” complete Schedule AClick to see attachment.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors? Click to see attachment........
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If “Yes,” complete Schedule C, Part I..........
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities? If “Yes,” complete Schedule C,
Part II.........................
4
 
No
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If “Yes,” complete Schedule C, Part III........................
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If “Yes,” complete Schedule D, Part I....................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas or historic structures? If “Yes,” complete Schedule D, Part II...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If “Yes,” complete Schedule D, Part III ....................
8
 
No
9
Did the organization report an amount in Part X, line 21; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If “Yes,”
complete Schedule D, Part IV...................
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? If “Yes,” complete Schedule D, Part VClick to see attachment
10
Yes
 
11
If the organization’s answer to any of the following questions is ‘Yes,’ then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable:
a
Did the organization report an amount for land, buildings, and equipment in Part X, line10? If “Yes,” complete Schedule D, Part VI.Click to see attachment
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VII.
11b
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VIII.
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part IX.
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If “Yes,” complete Schedule D, Part X.Click to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If “Yes,” complete Schedule D, Part X.Click to see attachment
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year?
If “Yes,” complete Schedule D, Parts XI, XII, and XIII
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If “Yes,” and if the organization answered ‘No’ to line 12a, then completing Schedule D, Parts XI, XII, and XIII is optional Click to see attachment
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If “Yes,” complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States?....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States or aggregate foreign investments valued at $100,000 or more? If “Yes,” complete Schedule F, Part I.........
14b
 
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or assistance to any organization or entity located outside the U.S.? If “Yes,” complete Schedule F, Part II..
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or assistance to individuals located outside the U.S.? If “Yes,” complete Schedule F, Part III..
16
 
No
17
Did the organization report a total of more than $15,000, of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If “Yes,” complete Schedule G, Part I
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If “Yes,” complete Schedule G, Part II.......... Click to see attachment
18
Yes
 
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If “Yes,” complete Schedule G, Part III................... Click to see attachment
19
Yes
 
20a
Did the organization operate one or more hospitals? If “Yes,” complete Schedule H.....
20a
 
No
b
If “Yes” to line 20a, did the organization attach a copy of its audited financial statement to this return? Note. All Form 990 filers that operated one or more hospitals must attach audited financial statements.
20b
 
 
Form 990 (2011)
Form 990 (2011)
Page 4
Part IV
Checklist of Required Schedules (continued)
21
Did the organization report more than $5,000 of grants and other assistance to any government or organization in the United States on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.. Click to see attachment
21
Yes
 
22
Did the organization report more than $5,000 of grants and other assistance to individuals in the United States on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III.....
22
 
No
23
Did the organization answer “Yes” to Part VII, Section A, questions 3, 4, or 5, about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If “Yes,” complete Schedule J................ Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer questions 24b–24d and complete Schedule K. If “No,” go to line 25................
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds?......................
24c
 
 
d
Did the organization act as an “on behalf of” issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If “Yes,” complete Schedule L, Part I......
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If “Yes,” complete Schedule L, Part I................
25b
 
No
26
Was a loan to or by a current or former officer, director, trustee, key employee, highly compensated employee, or disqualified person outstanding as of the end of the organization’s tax year? If “Yes,” complete Schedule L,
Part II.........................
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If “Yes,” complete Schedule L, Part III.........
27
 
No
28
Was the organization a party to a business transaction with one of the following parties? (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If “Yes,” complete Schedule L, Part IV .........................
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If “Yes,”
complete Schedule L, Part IV...................
28b
 
No
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or owner? If “Yes,” complete Schedule L, Part IV..
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If “Yes,” complete Schedule MClick to see attachment
29
Yes
 
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If “Yes,” complete Schedule M............
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If “Yes,” complete Schedule N,
Part I...........................
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If “Yes,” complete Schedule N, Part II.......................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If “Yes,” complete Schedule R, Part I........
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If “Yes,” complete Schedule R, Parts II, III, IV, and V, line 1..................... Click to see attachment
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
Yes
 
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If “Yes,” complete Schedule R, Part V, line 2... Click to see attachment
35b
Yes
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If “Yes,” complete Schedule R, Part V, line 2...........
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If “Yes,” complete Schedule R, Part VI
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11 and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2011)
Form 990 (2011)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response to any question in this Part V .........
Yes
No
1a
Enter the number reported in Box 3 of Form 1096. Enter -0- if not applicable. .......
1a
1
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable.
1b
1
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax Statements filed for the calendar year ending with or within the year covered by this return .....................
2a
123
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?

Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file. (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?.............................
3a
 
No
b
If “Yes,” has it filed a Form 990-T for this year? If “No,” provide an explanation in Schedule O.....
3b
 
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account or securities account)?.......................
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts.
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If “Yes” to line 5a or 5b, did the organization file Form 8886-T? ........
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible?..........
6a
 
No
b
If “Yes,” did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?........................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?....................
7a
 
No
b
If “Yes,” did the organization notify the donor of the value of the goods or services provided?.....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?...........................
7c
 
No
d
If “Yes,” indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?..........................
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?...................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?...............
7h
 
 
8
Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess business holdings at any time during the year?................
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the organization make any taxable distributions under section 4966?.........
9a
 
 
b
Did the organization make a distribution to a donor, donor advisor, or related person?......
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them) ........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If “Yes,” enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note. All 501(c)(29) organizations must list in Schedule O each state in which they are licensed to issue qualified health plans, the amount of reserves required by each state, and the amount of reserves the organization allocated to each state.
13a
 
 
b
Enter the aggregate amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans.
13b
 
c
Enter the aggregate amount of reserves on hand.
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
 
b
If "Yes," has it filed a Form 720 to report these payments? If “No,” provide an explanation in Schedule O..
14b
 
 
Form 990 (2011)
Form 990 (2011)
Page 6
Part VI
Governance, Management, and Disclosure For each “Yes” response to lines 2 through 7b below, and for a “No” response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response to any question in this Part VI .........
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year
If the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
1a
38
b
Enter the number of voting members included in line 1a, above, who are independent .................
1b
38
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
 
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed?
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
Yes
 
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? .................
7a
Yes
 
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ............
7b
Yes
 
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .........................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ..........
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If “Yes,” provide the names and addresses in Schedule O .....
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal
Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If “Yes,” did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes? ....
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form?
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review the Form 990. .....
12a
Did the organization have a written conflict of interest policy? If “No,” go to line 13.......
12a
Yes
 
b
Were officers, directors or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If “Yes,” describe in Schedule O how this was done ....................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes," to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If “Yes,” did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
WI
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how), the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, physical address, and telephone number of the person who possesses the books and records of the organization: MediumBullet
Rick C Spiel
United Way of Dane County Inc
2059 Atwood Ave
Madison,WI53704
(608) 246-4352
Form 990 (2011)
Form 990 (2011)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response to any question in this Part VII .........
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation, and current key employees. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organizations compensated any current or former officer, director, or trustee.
(A)
Name and Title 		(B)
Average hours per week (describe hours for related organizations in Schedule O) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;
(1) Jim Riordan
Board Chair
 1 X   X       0 0 0
(2) Gary Wolter
Vice Board Chair
 1 X   X       0 0 0
(3) Kevin Heppner
Board Secretary/Treasurer
 1 X   X       0 0 0
(4) Bettsey Barhorst
Board Member
 1 X           0 0 0
(5) Darrell Bazzell
Board Member
 1 X           0 0 0
(6) Ryan E Behling
Board Member
 1 X           0 0 0
(7) Ellen L Brothers
Board Member
 1 X           0 0 0
(8) Mary P Burke
Board Member
 1 X           0 0 0
(9) Salvador Carranza
Board Member
 1 X           0 0 0
(10) Lau Christensen
Board Member
 1 X           0 0 0
(11) Greg Dombrowski
Board Member
 1 X           0 0 0
(12) Dundeana K Doyle
Board Member
 1 X           0 0 0
(13) Enid Glenn
Board Member
 1 X           0 0 0
(14) JoAnn M Hart
Board Member
 1 X           0 0 0
(15) William Johnston
Board Member
 1 X           0 0 0
(16) Jina L Jonen
Board Member
 1 X           0 0 0
(17) Scott C Lockard
Board Member
 1 X           0 0 0
Form 990 (2011)
Form 990 (2011)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title 		(B)
Average hours per week (describe hours for related organizations in Schedule O) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;
(18) Jay V Loewi
Board Member
 1 X           0 0 0
(19) Gretchen R Lowe
Board Member
 1 X           0 0 0
(20) Richard M Lynch
Board Member
 1 X           0 0 0
(21) Nick Meriggioli
Board Member
 1 X           0 0 0
(22) Deirdre A Morgan
Board Member
 1 X           0 0 0
(23) Douglas S Nelson
Board Member
 1 X           0 0 0
(24) Daniel A Nerad
Board Member
 1 X           0 0 0
(25) Lucia Nunez
Board Member
 1 X           0 0 0
(26) Kathleen S Ralph
Board Member
 1 X           0 0 0
(27) Dan Rashke
Board Member
 1 X           0 0 0
(28) Anne E Ross
Board Member
 1 X           0 0 0
(29) Jack C Salzwedel
Board Member
 1 X           0 0 0
(30) Craig Samitt MD
Board Member
 1 X           0 0 0
(31) Dave K Stark
Board Member
 1 X           0 0 0
(32) Doug Strub
Board Member
 1 X           0 0 0
(33) Tim J Sullivan
Board Member
 1 X           0 0 0
(34) Maryann Sumi
Board Member
 1 X           0 0 0
(35) Michael E Victorson
Board Member
 1 X           0 0 0
(36) James L Woodward
Board Member
 1 X           0 0 0
(37) Noble L Wray
Board Member
 1 X           0 0 0
(38) Thomas J Zimbrick
Board Member
 1 X           0 0 0
(39) Leslie Ann Howard
President
 45     X       190,168 0 48,807
(40) Rick C Spiel
EVP-Chief Financial Officer
 45     X       105,257 0 22,371
(41) Deedra Atkinson
Senior VP of Community Impact
 45       X     119,252 0 10,231
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 414,677 0 81,409
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organizationMediumBullet3
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If “Yes,” complete Schedule J for such individual .............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If “Yes,” complete Schedule J for such individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If “Yes,” complete Schedule J for such person .....
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet0
Form 990 (2011)
Form 990 (2011)
Page 9
Part VIII
Statement of Revenue
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512, 513, or 514
Contributions, Gifts, Grants and Other Similar Amounts 1a Federated campaigns..1a 39,635
b Membership dues....1b 0
c Fundraising events....1c 667,227
d Related organizations...1d 81,804
e Government grants (contributions)1e 931,807
f All other contributions, gifts, grants, and
similar amounts not included above1f 		17,542,022
g Noncash contributions included in lines 1a-1f:$ 592,108
h Total. Add lines 1a-1f.......MediumBullet 19,262,495
Program Service Revenue Business Code
2a
b
c
d
e
f All other program service revenue .        
g Total. Add lines 2a–2f........MediumBullet 0
Other Revenue 3 Investment income (including dividends, interest
and other similar amounts).....MediumBullet 36,976 0 0 36,976
4 Income from investment of tax-exempt bond proceeds..MediumBullet 0 0 0 0
5 Royalties............MediumBullet 0 0 0 0
(i) Real (ii) Personal
6a Gross rents 50,479 0
b Less: rental expenses 91,440 0
c Rental income or (loss) -40,961 0
d Net rental income or (loss).......MediumBullet -40,961 0 0 -40,961
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 604,244 0
b Less: cost or other basis and sales expenses 592,108 0
c Gain or (loss) 12,136 0
d Net gain or (loss)..........MediumBullet 12,136 0 0 12,136
8a Gross income from fundraising events (not including
$ 667,227
of contributions reported on line 1c). See Part IV, line 18 ...
a 304,597
b Less: direct expenses ...b 307,313
c Net income or (loss) from fundraising events..MediumBullet -2,716 0 -2,716
9a Gross income from gaming activities.
See Part IV, line 19 ...
a 44,732
b Less: direct expenses ...b 2,884
c Net income or (loss) from gaming activities...MediumBullet 41,848 0 0 41,848
10a Gross sales of inventory, less
returns and allowances .
a  
b Less: cost of goods sold ..b  
c Net income or (loss) from sales of inventory..MediumBullet        
Miscellaneous Revenue Business Code
11a Other Miscellaneous Revenue 900,099 72,473 72,473 0 0
b            
c            
d All other revenue .... 0 0 0 0
e Total. Add lines 11a–11d ......MediumBullet 72,473
12 Total revenue. See Instructions....MediumBullet 19,382,251 72,473 0 47,283
Form 990 (2011)
Form 990 (2011)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A) but are not required to complete columns (B), (C), and (D).
Check if Schedule O contains a response to any question in this Part IX. .........
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising expenses
1 Grants and other assistance to governments and organizations in the United States. See Part IV, line 21 14,884,413 14,884,413
2 Grants and other assistance to individuals in the United States. See Part IV, line 22    
3 Grants and other assistance to governments, organizations, and individuals outside the United States. See Part IV, lines 15 and 16    
4 Benefits paid to or for members    
5 Compensation of current officers, directors, trustees, and key employees .... 523,756 234,389 104,383 184,984
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ....        
7 Other salaries and wages 1,942,338 829,781 401,330 711,227
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 177,213 74,280 39,566 63,367
9 Other employee benefits ....... 389,569 149,624 92,232 147,713
10 Payroll taxes ........... 197,628 88,127 37,626 71,875
11 Fees for services (non-employees):        
a Management ......        
b Legal .........        
c Accounting ........... 44,026 0 44,026 0
d Lobbying ...........        
e Professional fundraising. See Part IV, line 17..    
f Investment management fees ......        
g Other .......... 50,346 27,859 3,333 19,154
12 Advertising and promotion .... 273,174 77,681 7,504 187,989
13 Office expenses ....... 9,766 7,709 381 1,676
14 Information technology ...... 37,820 16,784 8,662 12,374
15 Royalties ..        
16 Occupancy ........... 109,957 52,747 1,081 56,129
17 Travel ............ 90,174 53,591 18,985 17,598
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ......        
19 Conferences, conventions, and meetings .... 38,856 9,453 20,820 8,583
20 Interest ...........        
21 Payments to affiliates ....... 163,479 70,100 32,908 60,471
22 Depreciation, depletion, and amortization ..... 141,838 73,050 18,949 49,839
23 Insurance .............. 6,777 2,906 1,364 2,507
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24f. If line 24f amount exceeds 10% of line 25, column (A) amount, list line 24f expenses on Schedule O.)
a Data Processing 103,216 45,201 18,178 39,837
b Postage and Shipping 37,218 4,619 6,901 25,698
c Membership Dues 24,480 10,497 4,928 9,055
d
e
f All other expenses 19,934 6,196 -25,398 39,136
25 Total functional expenses. Add lines 1 through 24f 19,265,978 16,719,007 837,759 1,709,212
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2011)
Form 990 (2011)
Page 11
Part X Balance Sheet
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash—non-interest-bearing .......... 0 1 250
2 Savings and temporary cash investments ....... 7,176,168 2 7,577,589
3 Pledges and grants receivable, net ......... 10,552,651 3 10,112,051
4 Accounts receivable, net ......... 230,357 4 373,964
5 Receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L .......... 0 5 0
6 Receivables from other disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B). Complete Part II of
Schedule L .......... 0 6 0
7 Notes and loans receivable, net ............. 0 7 0
8 Inventories for sale or use .............. 0 8 0
9 Prepaid expenses and deferred charges ............ 67,759 9 68,128
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 4,603,855
b Less: accumulated depreciation. ..... 10b 1,874,147 2,785,692 10c 2,729,708
11 Investments—publicly traded securities .......... 10,161 11 29,176
12 Investments—other securities. See Part IV, line 11 ...... 750,548 12 674,343
13 Investments—program-related. See Part IV, line 11 .. 0 13 0
14 Intangible assets ......... 0 14 0
15 Other assets. See Part IV, line 11 ........... 12,369 15 9,080
16 Total assets. Add lines 1 through 15 (must equal line 34)... 21,585,705 16 21,574,289
Liabilities 17 Accounts payable and accrued expenses . 322,153 17 413,985
18 Grants payable .......... 5,434,093 18 5,422,620
19 Deferred revenue ..........   19  
20 Tax-exempt bond liabilities ..........   20  
21 Escrow or custodial account liability. Complete Part IV of Schedule D..   21  
22 Payables to current and former officers, directors, trustees, key
employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L..........   22  
23 Secured mortgages and notes payable to unrelated third parties ..   23  
24 Unsecured notes and loans payable to unrelated third parties ....   24  
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D..... 289,102 25 331,279
26 Total liabilities. Add lines 17 through 25..... 6,045,348 26 6,167,884
Net Assets or Fund Balance Organizations that follow SFAS 117, check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets ..... 4,421,116 27 4,373,407
28 Temporarily restricted net assets ..... 11,119,241 28 11,032,998
29 Permanently restricted net assets ..... 0 29 0
Organizations that do not follow SFAS 117, check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds .....   30  
31 Paid-in or capital surplus, or land, building or equipment fund .....   31  
32 Retained earnings, endowment, accumulated income, or other funds   32  
33 Total net assets or fund balances ..... 15,540,357 33 15,406,405
34 Total liabilities and net assets/fund balances ..... 21,585,705 34 21,574,289
Form 990 (2011)
Form 990 (2011)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response to any question in this Part XI .........
1
Total revenue (must equal Part VIII, column (A), line 12) ...
1
19,382,251
2
Total expenses (must equal Part IX, column (A), line 25) ....
2
19,265,978
3
Revenue less expenses. Subtract line 2 from line 1 ...
3
116,273
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
15,540,357
5
Other changes in net assets or fund balances (explain in Schedule O) ...
5
-250,225
6
Net assets or fund balances at end of year. Combine lines 3, 4, and 5 (must equal Part X, line 33, column (B)) ....
6
15,406,405
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response to any question in this Part XII .........
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?....
2a
 
No
b
Were the organization’s financial statements audited by an independent accountant?........
2b
Yes
 
c
If “Yes,” to 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant? If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O. ...........................
2c
Yes
 
d
If “Yes” to line 2a or 2b, check a box below to indicate whether the financial statements for the year were issued on a separate basis, consolidated basis, or both:
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133? ................
3a
Yes
 
b
If “Yes,” did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits. ..
3b
Yes
 
Form 990 (2011)
Additional Data


Software ID: 11000129
Software Version: v1.00
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section
4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ. right arrow See separate instructions.
OMB No. 1545-0047
2011
Open to Public
Inspection
Name of the organization
UNITED WAY OF DANE COUNTY INC
 
Employer identification number

39-0817532
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
f
g
(i) a person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the the supported organization? ................
11g(i)
 
 
(ii) a family member of a person described in (i) above? ......................
11g(ii)
 
 
(iii) a 35% controlled entity of a person described in (i) or (ii) above? ................
11g(iii)
 
 
h
(i)
Name of supported organization 		(ii)
EIN 		(iii)
Type of organization (described on lines 1- 9 above or IRC section (see instructions)) 		(iv)
Is the organization in col. (i) listed in your governing document? 		(v)
Did you notify the organization in col. (i) of your support? 		(vi)
Is the organization in col. (i) organized in the U.S.? 		(vii)
Amount of support?
Yes No Yes No Yes No
Total                  

For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2011
Schedule A (Form 990 or 990-EZ) 2011
Page 2
Part II
Support Schedule for Organizations Described in IRC 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year(or fiscal year beginning in) (a) 2007 (b) 2008 (c) 2009 (d) 2010 (e) 2011 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .... 17,967,110 19,414,515 18,145,159 18,205,774 19,262,495 92,995,053
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....... 0 0 0 0 0 0
3 The value of services or facilities furnished by a governmental unit to the organization without charge.. 0 0 0 0 0 0
4 Total. Add lines 1 through 3.. 17,967,110 19,414,515 18,145,159 18,205,774 19,262,495 92,995,053
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..           960,744
6 Public Support. Subtract line 5 from line 4.           92,034,309
Section B. Total Support
Calendar year(or fiscal year beginning in) (a) 2007 (b) 2008 (c) 2009 (d) 2010 (e) 2011 (f) Total
7 Amounts from line 4.. 17,967,110 19,414,515 18,145,159 18,205,774 19,262,495 92,995,053
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. 211,085 145,011 124,480 120,268 87,455 688,299
9 Net income from unrelated business activities, whether or not the business is regularly carried on.. 0 0 0 0 0 0
10 Other income. (Explain in Part IV.) Do not include gain or loss from the sale of capital assets.. 75,741 77,707 75,922 77,607 72,473 379,450
11 Total support (Add lines 7 through 10).           94,062,802
12
12
0
13
Section C. Computation of Public Support Percentage
14
14
97.843 %
15
15
98.561 %
16a
b
17a
b
18
Schedule A (Form 990 or 990-EZ) 2011
Schedule A (Form 990 or 990-EZ) 2011
Page 3
Part III
Support Schedule for Organizations Described in IRC 509(a)(2)
(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year(or fiscal year beginning in) (a) 2007 (b) 2008 (c) 2009 (d) 2010 (e) 2011 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......            
3 Gross receipts from activities that are not an unrelated trade or business under section 513..            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge..            
6 Total. Add lines 1 through 5.            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons...            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public Support (Subtract line 7c from line 6.)            
Section B. Total Support
Calendar year (or fiscal year beginning in) (a) 2007 (b) 2008 (c) 2009 (d) 2010 (e) 2011 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)            
13 Total support (Add lines 9, 10c, 11 and 12.).            
14
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2011
Schedule A (Form 990 or 990-EZ) 2011
Page 4
Part IV
Supplemental Information. Supplemental Information. Complete this part to provide the explanation required by Part II, line 10; Part II, line 17a or 17b; or Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Explanation
Other income primarily consists of fiscal agent fees charged for processing and managing combined public sector campaigns.
 
 
 
Schedule A (Form 990 or 990-EZ) 2011

Additional Data


Software ID: 11000129
Software Version: v1.00
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors
Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
OMB No. 1545-0047
2011
Name of organization
UNITED WAY OF DANE COUNTY INC
 
Employer identification number

39-0817532
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ





Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......................... Arrow Bullet   $    
Caution. An Organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
Form 990-EZ or on Part I, line 2, of its Form 990-PF, to certify that it does not meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2011)

Page 2
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
Name of organization
UNITED WAY OF DANE COUNTY INC
  		Employer identification number

39-0817532
Part I
Contributors (see Instructions). Use duplicate copies of Part I if additional space is needed.
     
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
RESTRICTED
RESTRICTED
 

     
RESTRICTED
RESTRICTED  
RESTRICTED, RESTRICTED   RESTRICTED

$RESTRICTED




(Complete Part II if there is a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is a noncash contribution.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)

Page 3
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
Name of organization
UNITED WAY OF DANE COUNTY INC
  		Employer identification number

39-0817532
Part II
Noncash Property (see Instructions). Use duplicate copies of Part II if additional space is needed.
     
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions). 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions). 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions). 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions). 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions). 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions). 		(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)

Page 4
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
Name of organization
UNITED WAY OF DANE COUNTY INC
  		Employer identification number

39-0817532
Part III
Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
that total more than $1,000 for the year. Complete columns (a) through (e) and the following line entry.
For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet $  
Use duplicate copies of Part III if additional space is needed
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)

Additional Data


Software ID: 11000129
Software Version: v1.00
SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," to Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b
SchDMd Bullet Attach to Form 990. SchDMd Bullet See separate instructions.
OMB No. 1545-0047
2011
Open to Public Inspection
Name of the organization
UNITED WAY OF DANE COUNTY INC
 
Employer identification number

39-0817532
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .......    
2 Aggregate contributions to (during year) ...    
3 Aggregate grants from (during year) ...    
4 Aggregate value at end of year .......    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ....................... 2a  
b Total acreage restricted by conservation easements .................. 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 8/17/06, and not on a historic structure listed in the National Register .................... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and
enforcement of the conservation easements it holds? .............................
6
Staff and volunteer hours devoted to monitoring, inspecting and enforcing conservation easements during the year SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section
170(h)(4)(B)(i) and 170(h)(4)(B)(ii)? ....................................
9
In Part XIV, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" to Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of
art, historical treasures, or other similar assets held for public exhibition, education or research in furtherance of public service,
provide, in Part XIV, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art,
historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service,
provide the following amounts relating to these items:
(i)
Revenues included in Form 990, Part VIII, line 1 ........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ..............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 (ASC 958), relating to these items:
a
Revenues included in Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Privacy Act and Paperwork Reduction Act Notice, see the Intructions for Form 990
Cat. No. 52283D
Schedule D (Form 990) 2011

Schedule D (Form 990) 2011
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s accession and other records, check any of the following that are a significant use of its collection
items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIV.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?........
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990,
Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b
If "Yes," explain the arrangement in Part XIV and complete the following table:
Amount
c Beginning balance ................................. 1c  
d Additions during the year .............................. 1d  
e Distributions during the year ............................. 1e  
f Ending balance ................................... 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21? .....................
b
If “Yes,” explain the arrangement in Part XIV.
Part V
Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
(a)Current Year (b)Prior Year (c)Two Years Back (d)Three Years Back (e)Four Years Back
1a Beginning of year balance .... 4,269,835 3,898,508 3,196,622 3,829,268
b Contributions ........ 417,796 91,801 55,045 216,894
c Net investment earnings, gains, and losses ... 179,218 413,644 699,431 -690,775
d Grants or scholarships ..... 0 0 0 0
e Other expenditures for facilities
and programs ........ 		152,689 134,118 52,590 158,765
f Administrative expenses .... 0 0 0 0
g End of year balance ...... 4,714,160 4,269,835 3,898,508 3,196,622
2
Provide the estimated percentage of the year end balance (line 1g) held as:
a
Board designated or quasi-endowment SchDMd Bullet88 %
b
Permanent endowment SchDMd Bullet9 %
c
Temporarily restricted endowment SchDMd Bullet3 %
The percentages in lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations ........................
3a(i)
 
No
(ii) related organizations ........................
3a(ii)
Yes
 
b
If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
Yes
 
4
Describe in Part XIV the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis (investment) (b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land ................. 0 127,593 127,593
b Buildings ................ 0 3,492,875 1,006,916 2,485,959
c Leasehold improvements ............ 0 9,645 2,161 7,484
d Equipment ................ 0 635,395 545,074 90,321
e Other ................. 0 338,347 319,996 18,351
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......SchDMdBullet 2,729,708
Schedule D (Form 990) 2011

Schedule D (Form 990) 2011
Page 3
Part VII
Investments—Other Securities. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)		 (b)Book value (c) Method of valuation:
Cost or end-of-year market value
(1)Financial derivatives    
(2)Closely-held equity interests    
Other








Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet  
Part VIII
Investments—Program Related. See Form 990, Part X, line 13.
(a) Description of investment type (b) Book value (c) Method of valuation:
Cost or end-of-year market value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. See Form 990, Part X, line 15.
(a) Description (b) Book value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities. See Form 990, Part X, line 25.
1.(a) Description of Liability (b) Book value
Federal Income Taxes  
Deferred Compensation 331,279








Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 331,279
2. Fin 48 (ASC 740) Footnote. In Part XIV, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC740).
Schedule D (Form 990) 2011

Schedule D (Form 990) 2011
Page 4
Part XI Reconciliation of Change in Net Assets from Form 990 to Financial Statements
1 Total revenue (Form 990, Part VIII, column (A), line 12) .................... 1  
2 Total expenses (Form 990, Part IX, column (A), line 25) ..................... 2  
3 Excess or (deficit) for the year. Subtract line 2 from line 1 ............. 3  
4 Net unrealized gains (losses) on investments .......................... 4  
5 Donated services and use of facilities ............................. 5  
6 Investment expenses ................................... 6  
7 Prior period adjustments .................................. 7  
8 Other (Describe in Part XIV.) ................................. 8  
9 Total adjustments (net). Add lines 4 through 8 ......................... 9  
10 Excess or (deficit) for the year per financial statements. Combine lines 3 and 9 ......... 10  
Part XII Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
1 Total revenue, gains, and other support per audited financial statements ....... 1  
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains on investments .......... 2a  
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIV.) ............ 2d  
e Add lines 2a through 2d ..................... 2e  
3 Subtract line 2e from line 1..................... 3  
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIV.) ........... 4b  
c Add lines 4a and 4b....................... 4c  
5 Total Revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5  
Part XIII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
1 Total expenses and losses per audited financial statements ............. 1  
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities .......... 2a  
b Prior year adjustments .............. 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIV.) ............ 2d  
e Add lines 2a through 2d...................... 2e  
3 Subtract line 2e from line 1..................... 3  
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIV.) ............ 4b  
c Add lines 4a and 4b....................... 4c  
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5  
Part XIV
Supplemental Information
Complete this part to provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X; Part XI, line 8; Part XII, lines 2d and 4b; and Part XIII, lines 2d and 4b. Also complete this part to provide any additional information.
Identifier Return Reference Explanation
SchD_P05_S00_L04 Schedule D, Part V, Line 4 The endowment funds consist of multiple individual funds established to support the future of children, adult and elderly programs, community building and United Way purposes in Dane County.
SchD_P10_S00_L02 Schedule D, Part X, Line 2 The Corporation is classified as a publicly-supported organization by the Internal Revenue Service and is exempt from federal income taxes under Section 501(c)(3) of the Internal Revenue Code. The Corporation is also exempt from Wisconsin franchise, income and property tax. At December 31, 2011 and 2010, there were no unrecognized tax benefits identified or recorded as liabilities. It is the Corporation's policy to recognize interest and penalties associated with unrecognized tax benefits as other expenses in the statement of operations and changes in net assets.
Schedule D (Form 990) 2011

Additional Data


Software ID: 11000129
Software Version: v1.00




SCHEDULE G (Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Supplemental Information Regarding
Fundraising or Gaming Activities
Complete if the organization answered "Yes" to Form 990, Part IV, lines 17, 18, or 19,or if the organization entered more than $15,000 on Form 990-EZ, line 6a.right arrowAttach to Form 990 or Form 990-EZ. right arrowSee separate instructions.
OMB No. 1545-0047
2011
Open to Public Inspection
Name of the organization
UNITED WAY OF DANE COUNTY INC
 
Employer identification number

39-0817532
Part I
Fundraising Activities. Complete if the organization answered "Yes" to Form 990, Part IV, line 17.
1
Indicate whether the organization raised funds through any of the following activities. Check all that apply.
a e
b f
c g
d
2a
Did the organization have a written or oral agreement with any individual (including officers, directors, trustees
or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services?
b
If “Yes,” list the ten highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is
to be compensated at least $5,000 by the organization. Form 990-EZ filers are not required to complete this table.
(i) Name and address of individual
or entity (fundraiser) 		(ii) Activity (iii) Did fundraiser have custody or control of contributions? (iv) Gross receipts
from activity 		(v) Amount paid to
(or retained by)
fundraiser listed in
col. (i) 		(vi) Amount paid to
(or retained by)
organization
Yes No
Total .................right arrow      
3
List all states in which the organization is registered or licensed to solicit funds or has been notified it is exempt from registration or licensing.
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50083H
Schedule G (Form 990 or 990-EZ) 2011
Schedule G (Form 990 or 990-EZ) 2011
Page 2
Part II
Fundraising Events. Complete if the organization answered "Yes" to Form 990, Part IV, line 18, or reported more than $15,000 on Form 990-EZ, line 6a. List events with gross receipts greater than $5,000.
(a) Event #1

Loaned Executive
(event type) 		(b) Event #2

Advertising
(event type) 		(c) Other Events

10
(total number) 		(d) Total Events
(Add col. (a) through col. (c))
VerticalRevenue 1 Gross receipts . . . 859,748 50,500 103,424 1,013,672
2 Less: Charitable
contributions . . . 		709,075 0 0 709,075
3 Gross income (line 1
minus line 2) . . . 		150,673 50,500 103,424 304,597
VerticalDirectExpenses 4 Cash prizes . . . 0 0 0 0
5 Non-cash prizes . . 308 0 36,923 37,231
6 Rent/facility costs . . 610 0 8,912 9,522
7 Food and beverages . . 6,634 0 48,796 55,430
8 Entertainment . . . 0 0 940 940
9 Other direct expenses . 142,776 50,521 10,893 204,190
10 Direct expense summary. Add lines 4 through 9 in column (d) ........... right arrow 307,313
11 Net income summary. Combine lines 3 and 10 in column (d)............ right arrow -2,716
Part III
Gaming. Complete if the organization answered "Yes" to Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a.
VerticalRevenue (a) Bingo (b) Pull tabs/Instant
bingo/progressive bingo 		(c) Other gaming (d) Total gaming (Add col. (a) through col. (c))
1 Gross revenue . . . .     44,732 44,732
VerticalDirectExpenses 2 Cash prizes . . . .       0
3 Non-cash prizes . . .     2,884 2,884
4 Rent/facility costs . . .       0
5 Other direct expenses . .       0
6 Volunteer labor . . .
 
 
100 %
7 Direct expense summary. Add lines 2 through 5 in column (d) ........... right arrow 2,884
8 Net gaming income summary. Combine lines 1 and 7 in column (d) .......... right arrow 41,848
9
Enter the state(s) in which the organization operates gaming activities: WI
a
Is the organization licensed to operate gaming activities in each of these states? ............
b
If "No," Explain:
 
10a
Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? .....
b
If "Yes," Explain:
 
11
Does the organization operate gaming activities with nonmembers? .................
12
Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity
formed to administer charitable gaming? ..........................
Schedule G (Form 990 or 990-EZ) 2011
Schedule G (Form 990 or 990-EZ) 2011
Page 3
13
Indicate the percentage of gaming activity operated in:
a
The organization's facility ......................
13a
0 %
b
An outside facility ........................
13b
100 %
14
Provide the name and address of the person who prepares the organization's gaming/special events books and records:
Name right arrow
Cheryl Loesel
Address right arrow
2059 Atwood Ave
Madison,WI53704
15a
Does the organization have a contract with a third party from whom the organization receives gaming
revenue? ......................................
b
If "Yes," enter the amount of gaming revenue received by the organization right arrow $   and the
amount of gaming revenue retained by the third party right arrow $   .
c
If "Yes," enter name and address:
Name right arrow
Address right arrow
 
 
16
Gaming manager information:
Name right arrow
Renee Moe
Gaming manager compensation right arrow $ 1,198
Description of services provided right arrow
Supervises and manages the gaming operations.
17
Mandatory distributions:
a
Is the organization required under state law to make charitable distributions from the gaming proceeds to
retain the state gaming license? ............................
b
Enter the amount of distributions required under state law distributed to other exempt organizations or spent
in the organization's own exempt activities during the tax year right arrow$ 41,848
Part IV
Complete this part to provide additional information for responses to quuestion on Schedule G (see instructions.)
Identifier ReturnReference Explanation
SchG_P03_S00_L17b Schedule G, Part III, Line 17b Profits were utilized to achieve long-lasting solutions through the Agenda for Change, the seven goals identified by our community as most vital. By targeting specific goals and forging strong partnerships, United Way 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.
Schedule G (Form 990 or 990-EZ) 2011
Additional Data


Software ID: 11000129
Software Version: v1.00
Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," to Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990
OMB No. 1545-0047
2011
Open to Public
Inspection
Name of the organization
UNITED WAY OF DANE COUNTY INC
 
Employer identification number
39-0817532
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ....................................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Governments and Organizations in the United States. Complete if the organization answered "Yes" to
Form 990, Part IV, line 21 for any recipient that received more than $5,000. Check this box if no one recipient received more than $5,000. Use
Part IV and Schedule I-1 (Form 990) if additional space is needed ......................... lBullet
(a) Name and address of organization
or government		 (b) EIN (c) IRC Code section
if applicable		 (d) Amount of cash grant (e) Amount of non-cash
assistance		 (f) Method of valuation
(book, FMV, appraisal,
other)		 (g) Description of
non-cash assistance		 (h) Purpose of grant
or assistance
(1) Access Community Health Centers3434 E Washington Ave
Madison,WI53704 		39-1391134 501c3 313,435       Program Operating Cost/Donor Designation for General Support
(2) Access to Independence301 S Livingston St Ste 200
Madison,WI53703 		39-1240200 501c3 48,158       Program Operating Cost/Donor Designation for General Support
(3) AIDS Network MadisonPO Box 731
Madison,WI53701 		39-1548528 501c3 30,125       Program Operating Cost/Donor Designation for General Support
(4) American Red Cross Badger ChapterPO Box 5905
Madison,WI53705 		39-0806193 501c3 252,973       Program Operating Cost/Donor Designation for General Support
(5) ARC Community Services2001 W Beltline Hwy Ste 102
Madison,WI53713 		51-0163796 501c3 54,035       Program Operating Cost/Donor Designation for General Support
(6) Big Brothers Big Sisters of Dane County2059 Atwood Ave
Madison,WI53704 		39-1077783 501c3 202,746       Program Operating Cost/Donor Designation for General Support
(7) Boys & Girls Club of Dane County2001 Taft St
Madison,WI53713 		39-1925617 501c3 128,077       Program Operating Cost/Donor Designation for General Support
(8) Cambridge Area Youth CenterPO Box 54
Cambridge,WI53523 		39-1924511 501c3 9,160       Program Operating Cost/Donor Designation for General Support
(9) Canopy Center2120 Fordem Ave Ste 110
Madison,WI53704 		51-0211908 501c3 138,425       Program Operating Cost/Donor Designation for General Support
(10) Care WisconsinPO Box 8693
Madison,WI53708 		39-1245329 501c3 52,477       Program Operating Cost/Donor Designation for General Support
(11) Catholic Charities Diocese of MadisonPO Box 46550
Madison,WI53744 		39-0807067 501c3 498,978       Program Operating Cost/Donor Designation for General Support
(12) Center for Families2120 Fordem Ave
Madison,WI53704 		39-1624393 501c3 431,866       Program Operating Cost/Donor Designation for General Support
(13) Centro Hispano of Dane County810 W Badger Rd
Madison,WI53713 		93-0844812 501c3 424,391       Program Operating Cost/Donor Designation for General Support
(14) Children's Service Society of Wisconsin1716 Fordem Ave
Madison,WI53704 		39-0806380 501c3 575,057       Program Operating Cost/Donor Designation for General Support
(15) Colonial Club301 Blankenheim Ln
Sun Prairie,WI53590 		23-7071027 501c3 79,247       Program Operating Cost/Donor Designation for General Support
(16) Community Action Coalition for South Central WI1717 N Stoughton Rd
Madison,WI53704 		39-1053827 501c3 250,848       Program Operating Cost/Donor Designation for General Support
(17) Community Coordinated Child Care (4C) in Dane CoPO Box 45320
Madison,WI53744 		39-1165742 501c3 33,276       Program Operating Cost/Donor Designation for General Support
(18) Community Partnerships1334 Dewey Ct
Madison,WI53703 		91-2064768 501c3 20,572       Program Operating Cost/Donor Designation for General Support
(19) Cornucopia306 N Brooks St
Madison,WI53715 		39-1865263 501c3 29,903       Program Operating Cost/Donor Designation for General Support
(20) Dane County CASA211 S Carroll St 206
Madison,WI53703 		20-1717869 501c3 19,813       Program Operating Cost/Donor Designation for General Support
(21) Dane County Parent Council2096 Red Arrow Tr
Madison,WI53711 		39-1418945 501c3 17,623       Program Operating Cost/Donor Designation for General Support
(22) Deerfield Community CenterPO Box 404
Deerfield,WI53531 		39-1899306 501c3 18,962       Program Operating Cost/Donor Designation for General Support
(23) DeForest Area Community and Senior Center505 N Main St
DeForest,WI53532 		39-1371808 501c3 32,368       Program Operating Cost/Donor Designation for General Support
(24) Domestic Abuse Intervention ServicesPO Box 1761
Madison,WI53701 		39-1268238 501c3 210,241       Program Operating Cost/Donor Designation for General Support
(25) East Madison Community Center8 Straubel Ct
Madison,WI53704 		39-1941839 501c3 82,784       Program Operating Cost/Donor Designation for General Support
(26) East Madison Monona Coalition of the Aging4142 Monona Dr
Madison,WI53716 		39-1211331 501c3 10,639       Program Operating Cost/Donor Designation for General Support
(27) Epilepsy Foundation - South Central Wisconsin1302 Mendota Street 100
Madison,WI53714 		39-1370658 501c3 43,237       Program Operating Cost/Donor Designation for General Support
(28) Exchange Center for the Prevention of Child Abuse2120 Fordem Ave Ste 200
Madison,WI53704 		93-0821148 501c3 10,680       Program Operating Cost/Donor Designation for General Support
(29) Family Service128 E Olin Ave Ste 100
Madison,WI53713 		39-0806186 501c3 133,133       Program Operating Cost/Donor Designation for General Support
(30) Friends of the Financial Education Center2300 S Park St Ste 22
Madison,WI53713 		20-8961015 501c3 81,833       Program Operating Cost/Donor Designation for General Support
(31) Girl Scouts of the Black Hawk Council2710 Ski Ln
Madison,WI53713 		39-0806331 501c3 45,342       Program Operating Cost/Donor Designation for General Support
(32) Goodman Community Center149 Waubesa St
Madison,WI53704 		39-1919172 501c3 109,310       Program Operating Cost/Donor Designation for General Support
(33) Habitat for Humanity of Dane CountyPO Box 258128
Madison,WI53725 		39-1592769 501c3 174,588       Program Operating Cost/Donor Designation for General Support
(34) Hancock Center for Movement Arts & Therapies16 N Hancock St
Madison,WI53703 		39-1443008 501c3 27,630       Program Operating Cost/Donor Designation for General Support
(35) Home Health United Xtra Care4639 Hammersley Road
Madison,WI53711 		39-1539827 501c3 130,264       Program Operating Cost/Donor Designation for General Support
(36) Hope Haven702 S High Point Rd
Madison,WI53719 		39-1178878 501c3 26,562       Program Operating Cost/Donor Designation for General Support
(37) Hope House Building Corporation312 Wisconsin Ave
Madison,WI53703 		72-1574555 501c3 11,209       Program Operating Cost/Donor Designation for General Support
(38) HospiceCare5395 E Cheryl Pkwy
Fitchburg,WI53711 		39-1319537 501c3 223,485       Program Operating Cost/Donor Designation for General Support
(39) Imagine a Child's Capacity14 Ellis Potter Ct Ste 200
Madison,WI53711 		42-1580057 501c3 5,713       Program Operating Cost/Donor Designation for General Support
(40) Independent Living815 Forward Dr
Madison,WI53711 		39-1186642 501c3 170,476       Program Operating Cost/Donor Designation for General Support
(41) Jewish Social Services of Madison6434 Enterprise Ln
Madison,WI53719 		39-1300430 501c3 81,799       Program Operating Cost/Donor Designation for General Support
(42) Kennedy Heights Community Center199 Kennedy Heights
Madison,WI53704 		39-1519846 501c3 42,358       Program Operating Cost/Donor Designation for General Support
(43) Literacy Network1118 S Park St
Madison,WI53715 		51-0180488 501c3 159,109       Program Operating Cost/Donor Designation for General Support
(44) Lussier Community Education Center55 S Gammon Rd
Madison,WI53717 		39-1938173 501c3 48,920       Program Operating Cost/Donor Designation for General Support
(45) Lutheran Social Services of WI & Upper Michigan6314 Odana Rd
Madison,WI53719 		39-0816846 501c3 58,991       Program Operating Cost/Donor Designation for General Support
(46) Madison Apprenticeship ProgramPO Box 44842
Madison,WI53711 		39-2016458 501c3 15,950       Program Operating Cost/Donor Designation for General Support
(47) Madison Area Technical College3550 Anderson St
Madison,WI53707 		23-7265867 501c3 36,325       Program Operating Cost/Donor Designation for General Support
(48) Madison School Community Recreation3802 Regent St
Madison,WI53705 		39-2034615 501c3 31,967       Program Operating Cost/Donor Designation for General Support
(49) Madison-Area Urban Ministry2300 S Park St Ste 5
Madison,WI53713 		23-7298482 501c3 165,863       Program Operating Cost/Donor Designation for General Support
(50) McFarland Youth CenterPO Box 362
McFarland,WI53558 		61-1500763 501c3 17,058       Program Operating Cost/Donor Designation for General Support
(51) Mental Health Center of Dane County625 W Washington Ave
Madison,WI53703 		39-0806445 501c3 184,272       Program Operating Cost/Donor Designation for General Support
(52) Meriter Foundation202 S Park St
Madison,WI53715 		23-7098688 501c3 10,277       Program Operating Cost/Donor Designation for General Support
(53) Middleton Outreach Ministry7432 Hubbard Ave
Middleton,WI53562 		39-1484945 501c3 84,176       Program Operating Cost/Donor Designation for General Support
(54) NAMI Dane County2059 Atwood Ave
Madison,WI53704 		39-1270706 501c3 47,253       Program Operating Cost/Donor Designation for General Support
(55) North Eastside Senior Coalition1625 Northport Dr Ste 125
Madison,WI53704 		39-1217221 501c3 65,570       Program Operating Cost/Donor Designation for General Support
(56) Northwest Dane Senior Services1940 Blue Mounds St Ste 2
Black Earth,WI53515 		39-1691930 501c3 27,093       Program Operating Cost/Donor Designation for General Support
(57) Omega School835 West Badger Rd
Madison,WI53713 		39-1166888 501c3 105,195       Program Operating Cost/Donor Designation for General Support
(58) Operation Fresh Start1925 Winnebago St
Madison,WI53704 		23-7108090 501c3 126,750       Program Operating Cost/Donor Designation for General Support
(59) Porchlight306 N Brooks St
Madison,WI53715 		39-1579521 501c3 375,162       Program Operating Cost/Donor Designation for General Support
(60) Public Health - Madison and Dane County210 Martin Luther King Jr Blvd 507
Madison,WI53703 		39-6005507 501c3 16,500       Program Operating Cost/Donor Designation for General Support
(61) Rainbow Project831 E Washington Ave
Madison,WI53703 		39-1422626 501c3 71,083       Program Operating Cost/Donor Designation for General Support
(62) Respite Center2120 Fordem Ave Ste 180
Madison,WI53704 		93-0841957 501c3 25,005       Program Operating Cost/Donor Designation for General Support
(63) The Salvation Army of Dane County630 E Washington Ave
Madison,WI53703 		36-2167910 501c3 338,526       Program Operating Cost/Donor Designation for General Support
(64) Second Harvest Foodbank of Southern WI2802 Dairy Drive
Madison,WI53718 		39-1490691 501c3 257,126       Program Operating Cost/Donor Designation for General Support
(65) Simpson Street Free PressPO Box 6307
Monona,WI53716 		39-1882258 501c3 23,691       Program Operating Cost/Donor Designation for General Support
(66) South Madison Coalition of the Elderly128 E Olin Ave Suite 110
Madison,WI53713 		39-1222287 501c3 38,611       Program Operating Cost/Donor Designation for General Support
(67) Stoughton Area Resource Team248 W Main St
Stoughton,WI53589 		41-2076251 501c3 15,961       Program Operating Cost/Donor Designation for General Support
(68) Stoughton Youth Center518 S Fourth Street
Stoughton,WI53589 		39-6005622 501c3 12,802       Program Operating Cost/Donor Designation for General Support
(69) Sunshine Place18 Rickel Rd
Sun Prairie,WI53590 		20-5398498 501c3 13,465       Program Operating Cost/Donor Designation for General Support
(70) The Road Home128 E Olin Ave Ste 202
Madison,WI53713 		31-1618925 501c3 213,901       Program Operating Cost/Donor Designation for General Support
(71) Triangle Community Ministry755 Braxton Place Apt B109
Madison,WI53715 		39-1425047 501c3 16,276       Program Operating Cost/Donor Designation for General Support
(72) Urban League of Greater Madison2222 S Park St Ste 200
Madison,WI53713 		39-1098146 501c3 561,586       Program Operating Cost/Donor Designation for General Support
(73) Vera Court Neighborhood Center614 Vera Ct
Madison,WI53704 		39-1945609 501c3 118,160       Program Operating Cost/Donor Designation for General Support
(74) West Madison Senior Coalition517 N Segoe Rd Ste 309
Madison,WI53705 		39-1222036 501c3 41,042       Program Operating Cost/Donor Designation for General Support
(75) Wil-Mar Neighborhood Center953 Jenifer St
Madison,WI53703 		39-1796793 501c3 15,205       Program Operating Cost/Donor Designation for General Support
(76) Wisconsin Academy for Graduate Service Dogs1338 Dewey Ct
Madison,WI53703 		39-1626569 501c3 48,966       Program Operating Cost/Donor Designation for General Support
(77) Worker Center2300 S Park St Ste 6
Madison,WI53713 		41-2227413 501c3 23,147       Program Operating Cost/Donor Designation for General Support
(78) YWCA of Madison101 E Mifflin Street
Madison,WI53703 		39-0806303 501c3 799,600       Program Operating Cost/Donor Designation for General Support
(79) YMCA of Dane County8001 Excelsior Dr Ste 200
Madison,WI53717 		39-0806253 501c3 148,851       Program Operating Cost/Donor Designation for General Support
(80) Youth Services of Southern Wisconsin1955 Atwood Avenue
Madison,WI53704 		39-1391737 501c3 164,600       Program Operating Cost/Donor Designation for General Support
(81) Community Work Services3240 University Ave Ste 5
Madison,WI53705 		39-1498287 501c3 6,140       Donor Designated for General Support
(82) Dane County Humane Society5132 Voges Rd
Madison,WI53718 		39-0806335 501c3 176,693       Donor Designated for General Support
(83) Energy Services Inc1225 S Park St
Madison,WI53715 		39-1443614 501c3 29,458       Donor Designated for General Support
(84) Family Support and Resource Centers101 Nob Hill Rd Ste 201
Madison,WI53713 		39-1533767 501c3 6,866       Donor Designated for General Support
(85) Gilda's Club of Madison7907 UW Health Court
Middleton,WI53562 		06-1662883 501c3 35,093       Donor Designated for General Support
(86) Henry Vilas Zoological Society606 S Randall Ave
Madison,WI53716 		39-6077008 501c3 17,058       Donor Designated for General Support
(87) Madison Area Rehabilitation Centers901 Post Rd
Madison,WI53713 		39-0968930 501c3 7,401       Donor Designated for General Support
(88) Nehemiah Community Development CorpPO Box 9861
Madison,WI53715 		39-1736091 501c3 8,548       Donor Designated for General Support
(89) Ronald McDonald House2716 Marshall Ct
Madison,WI53705 		39-1655790 501c3 22,001       Donor Designated for General Support
(90) Safe Harbor Child Advocacy Center Inc1457 E Washington Ave Ste 102
Madison,WI53703 		39-2004933 501c3 8,339       Donor Designated for General Support
(91) Society of St Vincent de Paul1109 Jonathon Dr
Madison,WI53713 		39-0824876 501c3 31,922       Donor Designated for General Support
(92) The River Food Pantry2201 Darwin Rd
Madison,WI53704 		20-4179749 501c3 15,091       Donor Designated for General Support
(93) Three GaitsPO Box 153
Oregon,WI53575 		39-1472538 501c3 37,510       Donor Designated for General Support
(94) Madison Children's Museum100 N Hamilton St
Madison,WI53703 		39-1383497 501c3 20,719       Donor Designated for General Support
(95) Pharmacy Society of Wisconsin701 Heartland Tr
Madison,WI53717 		39-0714490 501c6 22,500       Program Operating Cost
(96) SAFE COMMUNITY COALITION OF MADISON AND DANE COUNTY INCPO BOX 6652
Madison,WI53716 		39-2010839 501c3 10,000       Program Operating Cost
(97) Thrive Inc615 EAST WASHINGTON AVENUE
Madison,WI53703 		71-1015136 501c6 7,500       Program Operating Cost
(98) Access to Community Services5900 Monona Dr Ste 301
Madison,WI53716 		39-1485069 501c3 65,990       Donor Designated for Program Costs
(99) Aldo Leopold Nature Center6515 GRAND TETON PLAZA
Madison,WI53719 		39-1786897 501c3 7,220       Donor Designated for General Support
(100) American Heart Association2850 Dairy Dr Ste 300
Madison,WI53718 		13-5613797 501c3 180,103       Donor Designated for General Support
(101) America's Charities14150 Newbrook Dr 110
Chantilly,VA20151 		54-1517707 501c3 58,348       Donor Designated for Program Costs
(102) Animal Charities21 Tamal Vista Blvd 209
Corte Madera,CA94925 		94-3193389 501c3 7,083       Donor Designated for Program Costs
(103) Black United Fund of Wisconsin2669 N Martin Luther King Dr
Milwaukee,WI53212 		20-1919079 501c3 10,576       Donor Designated for Program Costs
(104) BLACKHAWK EVANGELICAL FREE CHURCH INC9620 Brader Way
Middleton,WI53562 		39-1328199 501c3 13,100       Donor Designated for General Support
(105) Boy Scouts of AmericaPO Box 14135
Madison,WI53708 		39-1417416 501c3 49,656       Donor Designated for General Support
(106) Chadab House- Lubavitch1722 REGENT ST
Madison,WI53726 		39-1732644 501c3 60,000       Donor Designated for General Support
(107) Christian Charities USA Federation21 Tamal Vista Blvd 209
Corte Madera,CA94925 		94-3255961 501c3 7,114       Donor Designated for Program Costs
(108) Christian Service Charities8001 Braddock Rd STE 301
Springfield,VA22151 		94-3193374 501c3 7,371       Donor Designated for Program Costs
(109) Community Health Charities National200 N Glebe Rd STE 801
Arlington,VA22203 		13-6167225 501c3 10,998       Donor Designated for Program Costs
(110) Community Health Charities of Wisconsin6737 W Washington St Ste 2253
West Allis,WI53214 		39-1261126 501c3 812,124       Donor Designated for General Support
(111) Community Shares of Wisconsin612 W Main St Ste 303
Madison,WI53703 		39-1172378 501c3 390,644       Donor Designated for Program Costs
(112) Dean Foundation2711 Allen Blvd
Middleton,WI53562 		39-1546086 501c3 16,591       Donor Designated for General Support
(113) EarthShare7735 Old Georgetown Rd STE 900
Bethesda,MD20814 		52-1601960 501c3 145,455       Donor Designated for Program Costs
(114) Edgewood Campus School829 Edgewood Drive
Madison,WI53711 		39-0806202 501c3 21,759       Donor Designated for General Support
(115) Edgewood High School2219 Monroe St
Madison,WI53711 		39-1299613 501c3 5,268       Donor Designated for General Support
(116) Friends of the Waisman Center Inc1500 HIGHLAND AVENUE NO 255
Madison,WI53705 		39-1272090 501c3 7,000       Donor Designated for General Support
(117) Global Impact66 Canal Ctr Plaza Ste 310
Alexandria,VA22314 		52-1273585 501c3 190,849       Donor Designated for Program Costs
(118) Great Rivers United Way1855 E Main St
Onalaska,WI54650 		39-0848188 501c3 8,708       Donor Designated for Program Costs
(119) Health and Medical Research Charities21 Tamal Vista Blvd 209
Corte Madera,CA94925 		94-3217739 501c3 6,477       Donor Designated for Program Costs
(120) Hunger Relief Fund of Wisconsin201 S Hawley Ct
Milwaukee,WI53214 		39-1345847 501c3 78,137       Donor Designated for Program Costs
(121) Independent Charities of America110 Larkspur Landing Cir Ste 340
Larkspur,CA94939 		94-3067804 501c3 164,663       Donor Designated for Program Costs
(122) Jewish Federation of Madison6434 ENTERPRISE LN
Madison,WI53719 		39-0867186 501c3 80,000       Donor Designated for General Support
(123) Luke House310 S INGERSOLL ST
Madison,WI53703 		39-1504050 501c3 5,597       Donor Designated for General Support
(124) Madison Community Foundation2 Science Ct
Madison,WI53711 		39-6038248 501c3 6,290       Donor Designated for General Support
(125) Military Veterans and Patriotic Service21 Tamal Vista Blvd 209
Corte Madera,CA94925 		94-3193418 501c3 7,686       Donor Designated for Program Costs
(126) Neighbor to Nation7620 Little River Turnpike Ste 600
Annandale,VA22003 		54-1879282 501c3 38,729       Donor Designated for Program Costs
(127) Portage Area United WayPO Box 354
Portage,WI53901 		23-7166773 501c3 10,811       Donor Designated for General Support
(128) Pregnancy Helpline Inc of MadisonPO Box 5261
Madison,WI53705 		39-1419746 501c3 15,841       Donor Designated for General Support
(129) Sauk-Prairie United WayPO Box 122
Prairie Du Sac,WI53578 		39-1318028 501c3 10,385       Donor Designated for General Support
(130) St John's Lutheran Church322 East Washington Avenue
Madison,WI53703 		39-1570139 501c3 21,500       Donor Designated for General Support
(131) Tellurian UCAN Inc300 FEMRITE DR
Madison,WI53711 		39-1482987 501c3 24,000       Donor Designated for General Support
(132) United Way of Dane County Foundation2059 Atwood Ave
Madison,WI53704 		39-1763471 501c3 41,475       Donor Designated for General Support
(133) United Way of Green County IncPO Box 511
Monroe,WI53566 		39-6060531 501c3 6,199       Donor Designated for General Support
(134) United Way of Jefferson & N Walworth Cty734 Madison Ave
Fort Atkinson,WI53538 		39-6046361 501c3 5,339       Donor Designated for General Support
(135) United Way of North Rock County205 N Main St Ste 101
Janesville,WI53545 		39-6006734 501c3 19,376       Donor Designated for General Support
(136) University of Wisconsin Eau Claire Foundation105 GARFIELD AVE
Eau Claire,WI54701 		39-0972350 501c3 16,000       Donor Designated for General Support
(137) University of Wisconsin Foundation1848 UNIVERSITY AVE
Madison,WI53726 		39-0743975 501c3 56,751       Donor Designated for General Support
(138) University of Wisconsin Whitewater Foundation800 W Main St
Whitewater,WI53190 		39-6081189 501c3 12,000       Donor Designated for General Support
(139) VSA Arts of Wisconsin1709 Aberg Ave
Madison,WI53704 		39-1526913 501c3 10,571       Donor Designated for General Support
(140) Wisconsin Environmental Education Foundation110B College of Natural
Resources UWSP
Stevens Point,WI54481 		20-2042476 501c3 31,412       Donor Designated for Program Costs
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
138
3
Enter total number of other organizations listed in the line 1 table ......................... . Bullet Image
2
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2011

Schedule I (Form 990) 2011
Page 2
Part III
Grants and Other Assistance to Individuals in the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 22.
Use Schedule I-1 (Form 990) if additional space is needed.
(a)Type of grant or assistance (b)Number of
recipients		 (c)Amount of
cash grant		 (d)Amount of
non-cash assistance		 (e)Method of valuation (book,
FMV, appraisal, other)		 (f)Description of non-cash assistance













Part IV
Supplemental Information. Complete this part to provide the information required in Part I, line 2, and any other additional information.
Identifier Return Reference Explanation
SchI_P01_S00_L02 Schedule I, Part I, Line 2 United Way of Dane County, Inc. has a formal and multi-level process of grant monitoring. United Way of Dane County, Inc. requires funded programs to submit reports twice annually. United Way of Dane County, Inc. staff works with teams of community leaders (more than 150 people, organized by expertise and area of focus) to monitor to these reports. These teams set and monitor program outcomes and budget for each grant as well as overall agency financial stability, governance and executive leadership. Larger grants receive more regular monitoring, including site visits.
Schedule I (Form 990) 2011


Additional Data


Software ID: 11000129
Software Version: v1.00


Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" to Form 990,
Part IV, question 23.
SchJMediumBullet Attach to Form 990. SchJMediumBullet See separate instructions.
OMB No. 1545-0047
2011
Open to Public Inspection
Name of the organization
UNITED WAY OF DANE COUNTY INC
 
Employer identification number

39-0817532
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed in Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all the expenses described above? If "No," complete Part III to explain....
1b
 
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
officers, directors, trustees, and the CEO/Executive Director, regarding the items checked in line 1a? ....
2
 
 
3
Indicate which, if any, of the following the organization uses to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed in Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? ...............
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? ........
4b
Yes
 
c
Participate in, or receive payment from, an equity-based compensation arrangement? ........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3) and 501(c)(4) organizations only must complete lines 5-9.
5
For persons listed in form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ...........................
5a
 
No
b
Any related organization? .........................
5b
 
No
If "Yes," to line 5a or 5b, describe in Part III.
6
For persons listed in form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ...........................
6a
 
No
b
Any related organization? .........................
6b
 
No
If "Yes," to line 6a or 6b, describe in Part III.
7
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported in Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III .............................
8
 
No
9
If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Privacy Act and Paperwork Reduction Act Notice, see the Intructions for Form 990
Cat. No. 50053T
Schedule J (Form 990) 2011

Schedule J (Form 990) 2011
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.

Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and column (E) for that individual.
(A) Name (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits		 (E) Total of columns
(B)(i)-(D) 		(F) Compensation
reported as deferred
in prior Form 990
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
(1) Leslie Ann Howard (i)
(ii)		 173,668
0 		16,500
0 		0
0 		35,071
0 		13,736
0 		238,975
0 		0
0















Schedule J (Form 990) 2011

Schedule J (Form 990) 2011
Page 3
Part III
Supplemental Information
Complete this part to provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4c, 5a, 5b, 6a, 6b, 7, and 8. Also complete this part for any additional information.
Identifier Return Reference Explanation
SchJ_P01_S00_L04 Schedule J, Part I, Line 4 Leslie Ann Howard - In 1998 the Board of Directors of United Way of Dane County, Inc. and Leslie Ann Howard entered into a non-qualified deferred compensation 457 (f) plan. Beginning in 1998 and annual contribution has been made to the plan. In 2011 the contributions were $18,500. If Leslie remains with the United Way of Dane County, Inc. through the year 2013, or employment is involuntarily terminated sooner without cause or terminates due to death or disability, she will be entitled to the balance of an investment fund.
Schedule J (Form 990) 2011

Additional Data


Software ID: 11000129
Software Version: v1.00
SCHEDULE M
(Form 990)

Department of the Treasury
Internal Revenue Service
NonCash Contributions
Right pointing arrow large imageComplete if the organization answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image Attach to Form 990.
OMB No. 1545-0047
2011
Open to Public Inspection
Name of the organization
UNITED WAY OF DANE COUNTY INC
 
Employer identification number

39-0817532
Part I
Types of Property
(a)
Check if applicable 		(b)
Number of Contributions or items contributed 		(c)
Noncash contribution amounts reported on
Form 990, Part VIII, line 1g 		(d)
Method of determining
noncash contribution amounts
1 Art—Works of art ....        
2 Art—Historical treasures .        
3 Art—Fractional interests ..        
4 Books and publications ..      
5 Clothing and household
goods ....... 		     
6 Cars and other vehicles ..        
7 Boats and planes ....        
8 Intellectual property ...        
9 Securities—Publicly traded . X 42 592,108 market value at time of donation
10 Securities—Closely held stock .        
11 Securities—Partnership, LLC,
or trust interests .... 		       
12 Securities—Miscellaneous ..        
13 Qualified conservation
contribution—Historic
structures ..... 		       
14 Qualified conservation
contribution—Other ... 		       
15 Real estate—Residential .        
16 Real estate—Commercial ..        
17 Real estate—Other ...        
18 Collectibles .....        
19 Food inventory ...        
20 Drugs and medical supplies .        
21 Taxidermy ......        
22 Historical artifacts ....        
23 Scientific specimens ..        
24 Archeological artifacts ...        
25 Other Right pointing arrow large image ( )
26 Other Right pointing arrow large image( )
27 Other Right pointing arrow large image( )
28 Other Right pointing arrow large image ( )
29
Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement ...
29
0
Yes
No
30a
During the year, did the organization receive by contribution any property reported in Part I, lines 1-28 that it
must hold for at least three years from the date of the initial contribution, and which is not required to be used
for exempt purposes for the entire holding period? ..................
30a
 
No
b
If "Yes," describe the arrangement in Part II.
31
Does the organization have a gift acceptance policy that requires the review of any non-standard contributions?
31
Yes
 
32a
Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash
contributions? ............................
32a
 
No
b
If "Yes," describe in Part II.
33
If the organization did not report revenues in column (c) for a type of property for which column (a) is checked,
describe in Part II.
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 51227J
Schedule M (Form 990) 2011
Schedule M (Form 990) 2011
Page 2
Part II
Supplemental Information. Complete this part to provide the information required by Part I, lines 30b,
32b, and 33 and whether the organization is reporting in Part I, column (b) the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.
Identifier Return Reference Explanation
Schedule M (Form 990) 2011
Additional Data


Software ID: 11000129
Software Version: v1.00
SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
OMB No. 1545-0047
2011
Open to Public
Inspection
Name of the organization
UNITED WAY OF DANE COUNTY INC
 
Employer identification number

39-0817532
Identifier Return Reference Explanation
F990_P06_S0A_L06 Form 990, Part VI, Section A, Line 6 The members of the corporation shall be divided onto two classes: Director Members and General Members. Only individuals are eligible to be members. Each member shall be a resident of or be employed in Dane County, Wisconsin. Director Members - Director Members shall consist of those persons who are serving from time to time as members of the Board of Directors of the corporation. The number and identity of the Direct Members shall at all times be the same as the number and identity of the persons serving as Directors of the corporation. Upon any change in the number or identity of the Directors of the corporation for any reason, the number and identity of the Director Members shall be changed accordingly without the requirement of any action by the members or by the Board of Directors. General Members - General Members shall be divided onto two categories: agency members and public members. (a) Agency Members - Agency Members shall consist of the principal staff officer (usually the Executive Director) and the principal volunteer officer (usually the Chair of the Board) of each participating United Way agency, who are present in person at a meeting of members. For this purpose, a participating United Way agency shall be defined in the corporation's policies from time to time. Agency Members shall include only those persons serving in the above positions for their respective agency at the time of the meeting of members. If an Agency Member cannot attend a meeting, the participating United Way agency cannot send a substitute in his or her place. (b) Public Members - Public Members shall consist of any other persons who are invited by the Board of Directors to attend the annual or any special meeting of the members and who are present in person at a meeting of members. The Board of Directors shall have the complete discretion to decide the number and identity of the persons, if any, to invite to attend a special meeting of the members; provided, however, that the general public shall be invited to attend the annual meeting of the members, through public notice of the meeting.
F990_P06_S0A_L07a Form 990, Part VI, Section A, Line 7a Nomination and Election of Directors. Replacements for Directors whose terms are expiring, Special Appointments, and any new Directors to be added to the Board of Directors shall be elected by the members at the annual meeting of the members. The candidates for election shall consist of a slate of nominees recommended by the Nominating Committee, and those persons, if any, nominated by the members from the floor. At the annual meeting of members, nominations of candidates for election to the Board of Directors may be made from the floor by any member who is present at the meeting, provided that each individual so nominated (1) meets, to the reasonable satisfaction of the Chair, the requirements of the Bylaws, and (2) has submitted a written consent to his or her nomination to the President of the corporation at least forty-eight (48) hours before the opening of the annual meeting of members. The Chair of the meeting may request that the members vote upon a single slate of all nominees, subject, however, to the right of the members to require, by a duly adopted resolution, that each nominee be voted upon separately. If in an election of Directors the number of nominees for election exceeds the number of vacancies on the Board of Directors to be filled by the election, then the nominees who receive the highest number of votes shall be elected.
F990_P06_S0A_L07b Form 990, Part VI, Section A, Line 7b Voting by Members. Each member shall have one vote upon each matter submitted to a vote at any annual or special meeting of the members. Any individual who is both a Director Member and a General Member shall have only one vote. Unless expressly stated otherwise in the Bylaws, Director Members and General Members shall vote together, as one class, on each matter submitted to a vote. Voting by proxy shall not be permitted.
F990_P06_S0B_L11b Form 990, Part VI, Section B, Line 11b Prior to filing, the Form 990 is made available to the Board of Directors, Finance and Audit Committee and independent audit firm for review electronically.
F990_P06_S0B_L12c Form 990, Part VI, Section B, Line 12c The conflict of interest policy is discussed and reviewed annually with the Board of Directors, other volunteers, and staff. Each group is asked to complete a questionnaire that includes disclosing relationships that could be considered a conflict of interest.
F990_P06_S0B_L15 Form 990, Part VI, Section B, Line 15 Biannually a compensation study is completed by an independent consultant. The results of the study are shared with the Board Chair, Personnel Committee Chair, and Executive Committee. The Board Chair and Executive Committee annually conduct a performance review of the President and approve the salary for the year. The President conducts a performance review of the other officers and key employees and recommends a salary for the year which is approved by the Executive Committee.
F990_P06_S0C_L19 Form 990, Part VI, Section C, Line 19 United Way of Dane County, Inc. makes information available through printed materials - annual reports, etc., websites - unitedwaydanecounty.org, Guidestar, and Charity Navigator.
F990_P11_S00_L05 Form 990, Part XI, Line 5 ($76,204) - Change in value of funds held at Madison Community Foundation; ($169,582) - Gain on Donor Designated Pledges; $81,804 - Distribution from United Way of Dane County Foundation eliminated in audit; ($86,243) - Change in Temporarily Restricted Net Assets.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2011

Additional Data


Software ID: 11000129
Software Version: v1.00
SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" to Form 990, Part IV, line 33, 34, 35, 36, or 37.
MediumBulletAttach to Form 990. MediumBullet See separate instructions.

OMB No. 1545-0047
2011
Open to Public Inspection
Name of the organization
UNITED WAY OF DANE COUNTY INC
 
Employer identification number

39-0817532
Part I
Identification of Disregarded Entities (Complete if the organization answered "Yes" on Form 990, Part IV, line 33.)
(a)
Name, address, and EIN of disregarded entity


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Total income
(e)
End-of-year assets


 		(f)
Direct controlling
entity

















Part II
Identification of Related Tax-Exempt Organizations (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.)
(a)
Name, address, and EIN of related organization


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Exempt Code section
(e)
Public charity status
(if section 501(c)(3))

 		(f)
Direct controlling
entity

 		(g)
Section 512(b)(13) controlled organization
Yes No
(1) United Way of Dane County Foundation

2059 Atwood Ave

Madison,WI53704
39-1763471 		Fundraising WI 501(a) 501(c)(3) United Way of Dane County Inc
 
 
 












For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2011
Schedule R (Form 990) 2011
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.)
(a)
Name, address, and EIN of
related organization



 		(b)
Primary activity




 		(c)
Legal
domicile
(state or foreign
country)


 		(d)
Direct controlling
entity



 		(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




 		(g)
Share of end-of-year
assets



 		(h)
Disproprtionate allocations?




 		(i)
Code V—UBI
amount in box 20 of
Schedule K-1
(Form 1065)
 		(j)
General or
managing
partner?



 		(k)
Percentage
ownership
Yes No Yes No












Part IV
Identification of Related Organizations Taxable as a Corporation or Trust (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.)
(a)
Name, address, and EIN of related organization



 		(b)
Primary activity



 		(c)
Legal domicile
(state or
foreign
country)
 		(d)
Direct controlling
entity


 		(e)
Type of entity
(C corp, S corp,
or trust)

 		(f)
Share of total income



 		(g)
Share of
end-of-year
assets

 		(h)
Percentage
ownership












Schedule R (Form 990) 2011
Schedule R (Form 990) 2011
Page 3
Part V
Transactions With Related Organizations (Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35, 35A, or 36.)
Note. Complete line 1 if any entity is listed in Parts II, III or IV.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest (ii) annuities (iii) royalties (iv) rent from a controlled entity . . . . . . . . . . . . . . . . . . . . . . .
1a
 
No
b Gift, grant, or capital contribution to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1b
 
No
c Gift, grant, or capital contribution from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1c
Yes
 
d Loans or loan guarantees to or for related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1d
 
No
e Loans or loan guarantees by related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1e
 
No
f Sale of assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1f
 
No
g Purchase of assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1g
 
No
h Exchange of assets with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1h
 
No
i Lease of facilities, equipment, or other assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1i
 
No
j Lease of facilities, equipment, or other assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . .
1j
 
No
k Performance of services or membership or fundraising solicitations for related organization(s) . . . . . . . . . . . . . . . . . . . .
1k
Yes
 
l Performance of services or membership or fundraising solicitations by related organization(s) . . . . . . . . . . . . . . . . . . . .
1l
 
No
m Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) . . . . . . . . . . . . . . . . . . . . .
1m
Yes
 
n Sharing of paid employees with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1n
Yes
 
o Reimbursement paid to related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1o
 
No
p Reimbursement paid by related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1p
Yes
 
q Other transfer of cash or property to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1q
Yes
 
r Other transfer of cash or property from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1r
Yes
 
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of other organization 		(b)
Transaction
type(a-r) 		(c)
Amount involved 		(d)
Method of determining amount involved
(1) United Way of Dane County Foundation

 c 81,804  
(2) United Way of Dane County Foundation

 p 294  
(3) United Way of Dane County Foundation

 q 112,084  
(4) United Way of Dane County Foundation

 r 59,687  
(5)
(6)
Schedule R (Form 990) 2011
Schedule R (Form 990) 2011
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership (Complete if the organization answered "Yes" on Form 990, Part IV, line 37.)
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity 		(b)
Primary activity 		(c)
Legal domicile
(state or foreign
country) 		(d)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(e)
Are all
partners
section
501(c)(3)
organizations? 		(f)
Share of total income




 		(g)
Share of
end-of-year
assets 		(h)
Disproprtionate allocations? 		(i)
Code V—UBI
amount in box
20 of Schedule K-1
(Form 1065) 		(j)
General or
managing
partner? 		(k)
Percentage
ownership
Yes No Yes No Yes No






























Schedule R (Form 990) 2011
Schedule R (Form 990) 2011
Page 5
Part VII
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule R (see instructions).
Identifier Return Reference Explanation
SchR_P05_S00_L01c Schedule R, Part V, Line 1c The total contribution from the related organization was $141,491. Of that contribution, $59,687 is the transfer of earnings from individual board designated funds to fulfill campaign pledges. The remaining $81,804 is the contribution from the related organization for the year recorded in Part VIII of the Form 990.
Additional Data


Software ID: 11000129
Software Version: v1.00