TY 2012 Form 990

- TIN:

Form990

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)

The organization may have to use a copy of this return to satisfy state reporting requirements.

OMB No. 1545-0047

2012

Open to Public Inspection

A For the 2012 calendar year, or tax year beginning 01-01-2012 , 2012, and ending 12-31-2012

BCheck if applicable: Address change Name change Initial return Terminated Amended return Application pending

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 $ 20,215,188

F Name and address of principal officer:
Leslie Ann Howard
PO Box 7548
Madison,WI537077548

Tax-exempt status: 501(c)(3) 501(c) ( ) LeftBullet

(insert no.) 4947(a)(1) or 527

Website:

UnitedWayDaneCounty.org

H(a)

Is this a group return for
affiliates? Yes No

H(b)

Are all affiliates included?

Yes No

If "No," attach a list. (see instructions)

H(c)

Group exemption number MediumBullet

K Form of organization: Corporation Trust Association Other MediumBullet

L Year of formation: 1951

M State of legal domicile: WI

Part I

Summary

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
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	34
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	34
5	Total number of individuals employed in calendar year 2011 (Part V, line 2a) ......	5	79
6	Total number of volunteers (estimate if necessary) .............	6	6,701
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

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	19,262,495	18,922,161
9	Program service revenue (Part VIII, line 2g) .........	0	0
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	49,112	50,436
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	70,644	73,473
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)...................	19,382,251	19,046,070
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	14,884,413	14,303,913
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)	3,230,504	3,505,886
16a	Professional fundraising fees (Part IX, column (A), line 11e).....	0	0
b	Total fundraising expenses (Part IX, column (D), line 25) 1,752,977
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	1,151,061	1,260,592
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	19,265,978	19,070,391
19	Revenue less expenses. Subtract line 18 from line 12.......	116,273	-24,321
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	21,574,289	22,164,676
21	Total liabilities (Part X, line 26).............	6,167,884	5,979,653
22	Net assets or fund balances. Subtract line 21 from line 20.....	15,406,405	16,185,023

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

	Signature of officer	Date

	Type or print name and title

Paid Preparer Use Only

Print/Type preparer's name

Preparer's signature

Date

Check if
self-employed

PTIN

Firm's name MediumBullet

Firm's EIN MediumBullet

Firm's address MediumBullet

Phone no.

May the IRS discuss this return with the preparer shown above? (see instructions) ............YesNo

For Paperwork Reduction Act Notice, see the separate instructions.

Cat. No. 11282Y

Form 990 (2012)

Page 2

Part III

Statement of Program Service Accomplishments

Check if Schedule O contains a response to any question in this Part III ...............

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.

Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? ...................... Yes No

If “Yes,” describe these new services on Schedule O.

Did the organization cease conducting, or make significant changes in how it conducts, any program services? ............................ Yes No

If “Yes,” describe these changes on Schedule O.

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 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 $ 4,590,001 including grants of $ 3,706,489 ) (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 2012 volunteers provided over 655,000 hours of volunteer service dedicated to advancing the Agenda for Change, and strongly influenced the recruitment of 18.1 million hours of volunteer service in total for Dane County. 30,702 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 Way's. In 2012 United Way's 2-1-1 center answered 61,657 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. In 2012 2-1-1 was awarded national accreditation by the Alliance of Information and Referral Systems.

4b	(Code: ) (Expenses $ 4,451,453 including grants of $ 3,928,354 ) (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 is by 2013, 75% of our children will be ready for kindergarten as measured by a community assessment tool. Strategies include home visitation (serving 870 families in 2012) and Play & Learns (regular, weekly pre-school demonstrations for both parent/caregiver and child) 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 2012, 980 children and 964 caregivers attended 18 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 is 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 will increase. Our Achievement Connections Mobilization Plan goals is 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. Our academic support strategy is tutoring at all levels with a focus on early grade reading, math at middle school, and algebra at high school. Our tutoring initiative engaged 1,748 volunteers in 4 school districts, tutoring 8300+ students K-12. In 2012 9% of 4th graders scored minimal on state tests, the percent of students completing algebra remained at 80%, and all but three Dane County districts graduated at least 90% of their students.

4c	(Code: ) (Expenses $ 2,945,740 including grants of $ 2,715,883 ) (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 (as measured through our partnership with Dane County shelters) 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. In 2012, 7.4 million pounds of food were distributed to 150,000 households, over a 50% increase from 2006. In 2012, 3,738 households learned financial literacy skills and 980 families were assisted in filing their Earned Income Tax Credit (EITC), 2,028 families received case management and 155 families were stably housed in our Housing First programs eliminating their time in shelter and improving potential for their children's' school success.

	(Code: ) (Expenses $ 1,726,874 including grants of $ 1,611,613 ) (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 who have low incomes and are uninsured with health care and dental homes is a primary strategy and proven best practice. These health care homes provide a regular source of care that focuses on preventive care, managing chronic illnesses and reducing the need for hospitalizations or emergency visits. In 2012, 751 children and 219 pregnant women received preventive dental care, 419 children received a well-child exam prior to entrance into kindergarten and 885 diabetics improved the management of their disease as a result of being connected with a community-based medical home through United Way's support. Our work on health is also 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 that are identified through this screener 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. FACE-Kids is another school-based program that provides prevention/early intervention services to students at all grade levels; 633 students participated in 102 behavioral health groups offered in 49 schools and 5 off-site locations in 11 Dane County school districts.

	(Code: ) (Expenses $ 1,443,269 including grants of $ 1,267,745 ) (Revenue $ 0 )
	Safe Community Strong Neighborhoods - There is a reduction in violence toward individuals and families. We have three main focus areas. First, 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 (see description of tutoring results under Growing Up Getting Ready). 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. Our work is yielding results. In 2012, the Dane County Graduation rate was 92.1% which is an important increase over the 2005 graduation rate of 90%. In addition, we've reduced habitual truancy by 20%, drop-out rates by 21.4%, and have engaged 2100+ parents. Second, our Journey Home initiative links ex-offenders who are returning to the community to four research-based strategies: Residency, Employment, Support and Treatment (REST) so they can successfully reintegrate back into the community. While the return-to-prison rate for Dane County has decreased from 66% (in 2006) to 19% (in 2012), Journey Home participants are returning to prison at a rate of 7% in 2012, exceeding our goal of 10%, and keeping our community safer. In 2012 we have interviewed and provided services for 403 individuals. We have provided more intensive services to 75 individuals with only 6 of those individuals returning to prison. 34 have found residency, 44 have found employment, 406 have received support and treatment and an additional 561 bus tokens have been given out to facilitate transportation. Third, our drop-out recovery strategy, HIRE Education Employment Initiative, is also keeping the community safer by helping individuals 18+ get the literacy and numeracy skills, high school equivalency diplomas, life skills, communication skills, and employability skills they need to find and maintain employment. In 2012 we began working with the Madison Metropolitan School District to look at strategies that would help increase the attendance of our students of color, which will be launched in 2013. We are also investing in programs focused on personal safety which includes child and domestic abuse, fire and disaster safety.

	(Code: ) (Expenses $ 1,219,689 including grants of $ 1,073,827 ) (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. During United Way's Safe and Healthy Aging Delegation work, we found that adverse drug events and falls are two acute yet preventable conditions that precipitate hospitalization and institutionalization among older adults. Therefore, we have set a goal to reduce the rate of emergency room visits and hospitalizations of older adults in Dane County caused by adverse drug events and falls by 15% by 2015 as measured by our partnership with healthcare providors. We have implemented four strategies to getting this accomplished. These strategies are as follows: (1) Identify and assess seniors at risk of Adverse Drug Events (ADE) 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 2012, our three prong approach to reduce ADE and falls included the following: 1. Comprehensive Medication Reviews (CMR's) - an evidence-based comprehensive screening tool to help trained Wisconsin Pharmacy Quality Collaborative (WPQC) pharmacists detect the risk of adverse drug events for low-income seniors in Dane County. The pharmacists reviews the senior's medications, including prescription and over-the counter medications, herbal therapies, and dietary supplements. After the review, the pharmacist contacts the patient's doctor(s) to discuss any need to make adjustments to the medication the person is taking. We have provided extensive outreach to low-income seniors that have resulted in hundreds receiving Comprehensive Medication Reviews. In 2012, we provided 284 comprehensive medication reviews to older adults and of these older adults 70% received at least one therapy recommendation from a Wisconsin Pharmacy Quality Collaborative pharmacist. The average age of seniors served was 77.5 and they were taking a worrisome average of 13.35 medications, which exposes them to 100% chance of experiencing an Adverse Drug Event. A total of 433 recommendations were made by pharmacists. Our results show that seniors are benefitting from comprehensive medication review services and are pleasantly satisfied with the results of the med review as the average patient satisfaction depicts a 9.46 rating on a 10 point scale. 2. Safety Assessments for the Elderly (S.A.F.E at Home Program) - In-home safety assessments coordinated and administered by a masters-prepared medical social worker with extensive experience with older adults. Research has shown that physiological limitations and hazards in the home environment are two of the major causes of falls in the home. The S.A.F.E. program has proven to be very effective as it involves an initial safety assessment, followed by six months of follow-up phone calls. In 2012, we served 350 low-income seniors ages 65 and older assessing their physiological limitations and hazards in their home. Out of this assessment came 1193 recommendations with 746 of these recommendations being completed (63% of recommendations made were fulfilled after follow-up). Of the seniors served, 187 referrals were made to 40 other community agencies connecting these senior to a range of services which included stepping on classes. The fall rate from participants who had fallen post assessment was 11.43% which is much lower than the national average of 33%. The average age of a senior receiving an in-home assessment was 82 years of age. 3. Falls Prevention Work - (Exercise and Balancing Classes, Walking Club, Stretch and Strength and Tai Chi). In 2012, we served 300 seniors ages 65 and older in the community by engaging them in multiple exercise options through our partner agencies.

4d	Other program services (Describe in Schedule O.)
	(Expenses $ 4,389,832 including grants of $ 3,953,185 ) (Revenue $ 0 )
4e	Total program service expenses16,377,026

Form 990 (2012)

Page 3

Part IV

Checklist of Required Schedules

Yes

Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If “Yes,” complete Schedule A Click to see attachment

........................

Yes

Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? Click to see attachment

...

Yes

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..........

Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If “Yes,” complete Schedule C, Part II........

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............................

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........................

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...

Did the organization maintain collections of works of art, historical treasures, or other similar assets? If “Yes,” complete Schedule D, Part III ....................

Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; 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..............

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 V Click to see attachment

......

Yes

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.

Did the organization report an amount for land, buildings, and equipment in Part X, line 10?
If “Yes,” complete Schedule D, Part VI. Click to see attachment

...................

11a

Yes

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

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

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

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

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 and XII .................

12a

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 and XII is optional Click to see attachment

12b

Yes

Is the organization a school described in section 170(b)(1)(A)(ii)? If “Yes,” complete Schedule E....

14a

Did the organization maintain an office, employees, or agents outside of the United States?.....

14a

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, Parts I and IV.........

14b

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 United States? If “Yes,” complete Schedule F, Parts II and IV

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 United States? If “Yes,” complete Schedule F, Parts III and IV...

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 (see instructions)....

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

Yes

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

Yes

20a

Did the organization operate one or more hospital facilities? If “Yes,” complete Schedule H....

20a

If “Yes” to line 20a, did the organization attach a copy of its audited financial statements to this return?

20b

Form 990 (2012)

Page 4

Part IV

Checklist of Required Schedules (continued)

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

Yes

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........

Did the organization answer “Yes” to Part VII, Section A, line 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

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 lines 24b through 24d and complete Schedule K. If “No,” go to line 25................

24a

Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...

24b

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

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

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

Was a loan to or by a current or former officer, director, trustee, key employee, highest compensated employee, or disqualified person outstanding as of the end of the organization’s tax year? If “Yes,” complete Schedule L,
Part II..........................

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.........

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 current or former officer, director, trustee, or key employee? If “Yes,” complete Schedule L, Part IV ..........................

28a

A family member of a current or former officer, director, trustee, or key employee? If “Yes,”
complete Schedule L, Part IV.....................

28b

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 direct or indirect owner? If “Yes,” complete Schedule L, Part IV...

28c

Did the organization receive more than $25,000 in non-cash contributions? If “Yes,” complete Schedule M.. Click to see attachment

Yes

Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If “Yes,” complete Schedule M.............

Did the organization liquidate, terminate, or dissolve and cease operations? If “Yes,” complete Schedule N,
Part I...........................

Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If “Yes,” complete Schedule N, Part II......................

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........

Was the organization related to any tax-exempt or taxable entity? If “Yes,” complete Schedule R, Part II, III, or IV, and Part V, line 1........................ Click to see attachment

Yes

35a

Did the organization have a controlled entity within the meaning of section 512(b)(13)?

35a

Yes

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

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.............

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

Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............

Yes

Form 990 (2012)

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

Enter the number reported in Box 3 of Form 1096 Enter -0- if not applicable ..

Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable .

Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................

Yes

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 ..................

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)

Yes

Did the organization have unrelated business gross income of $1,000 or more during the year?...

If “Yes,” has it filed a Form 990-T for this year? If “No,” provide an explanation in Schedule O.....

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, securities account, or other financial account)?..........................

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.

Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?..

Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?

If “Yes,” to line 5a or 5b, did the organization file Form 8886-T? ............

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 as charitable contributions?...

If “Yes,” did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?........................

Organizations that may receive deductible contributions under section 170(c).

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?....................

If “Yes,” did the organization notify the donor of the value of the goods or services provided?.....

Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?...........................

If “Yes,” indicate the number of Forms 8282 filed during the year ....

Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?............................

Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?..

If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?............................

If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?..........................

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?............

Sponsoring organizations maintaining donor advised funds.

Did the organization make any taxable distributions under section 4966?..........

Did the organization make a distribution to a donor, donor advisor, or related person?.......

Section 501(c)(7) organizations. Enter:

Initiation fees and capital contributions included on Part VIII, line 12 ...

10a

Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities

10b

Section 501(c)(12) organizations. Enter:

Gross income from members or shareholders .........

11a

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

If “Yes,” enter the amount of tax-exempt interest received or accrued during the year. ....................

12b

Section 501(c)(29) qualified nonprofit health insurance issuers.

Is the organization licensed to issue qualified health plans in more than one state?
Note. See the instructions for additional information the organization must report on Schedule O.

13a

Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....

13b

Enter the amount of reserves on hand ............

13c

14a

Did the organization receive any payments for indoor tanning services during the tax year?.....

14a

If "Yes," has it filed a Form 720 to report these payments? If “No,” provide an explanation in Schedule O..

14b

Form 990 (2012)

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

Enter the number of voting members of the governing body at the end of the tax year .....................

If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.

Enter the number of voting members included in line 1a, above, who are independent ...................

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? .................

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? .

Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? ...........................

Yes

Did the organization become aware during the year of a significant diversion of the organization’s assets? .

Did the organization have members or stockholders? ................

Yes

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? ....................

Yes

Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................

Yes

Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:

The governing body? .........................

Yes

Each committee with authority to act on behalf of the governing body? ............

Yes

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.......

Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)

Yes

10a

Did the organization have local chapters, branches, or affiliates? ............

10a

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

Describe in Schedule O the process, if any, used by the organization to review this Form 990. .....

12a

Did the organization have a written conflict of interest policy? If “No,” go to line 13.......

12a

Yes

Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................

12b

Yes

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

Did the organization have a written whistleblower policy? ...............

Yes

Did the organization have a written document retention and destruction policy? .........

Yes

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?

The organization’s CEO, Executive Director, or top management official ...........

15a

Yes

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

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

List the States with which a copy of this Form 990 is required to be filed MediumBullet

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.

Own website Another's website Upon request Other (explain in Schedule O)

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.

State the name, physical address, and telephone number of the person who possesses the books and records of the organization:
MediumBullet

Rick C SpielUnited Way of Dane County Inc2059 Atwood AveMadisonWI53704 (608) 246-4352

Form 990 (2012)

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. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

List all of the organization’s current key employees, if any. See instructions for definition of "key employee."

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.

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.

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 organization compensated any current officer, director, or trustee.

(A) Name and Title	(B) Average hours per week (list any hours for related organizations below dotted line)	(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
(A) Name and Title
(1) Gary Wolter........................................................................ Board Chair	1 .......................1	X	X	0	0	0
(2) Michael E Victorson........................................................................ 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) Ryan E Behling........................................................................ Board Member	1 .......................	X		0	0	0
(6) Anna Marie Burish........................................................................ Board Member	1 .......................	X		0	0	0
(7) Mary P Burke........................................................................ Board Member	1 .......................	X		0	0	0
(8) Salvador Carranza........................................................................ Board Member	1 .......................	X		0	0	0
(9) Greg Dombrowski........................................................................ Board Member	1 .......................	X		0	0	0
(10) Enid Glenn........................................................................ Board Member	1 .......................	X		0	0	0
(11) Kevin Gundlach........................................................................ Board Member	1 .......................	X		0	0	0
(12) JoAnn M Hart........................................................................ Board Member	1 .......................	X		0	0	0
(13) William Johnston........................................................................ Board Member	1 .......................	X		0	0	0
(14) Jina L Jonen........................................................................ Board Member	1 .......................	X		0	0	0
(15) Patricia Kampling........................................................................ Board Member	1 .......................	X		0	0	0
(16) Gretchen R Lowe........................................................................ Board Member	1 .......................	X		0	0	0
(17) Richard M Lynch........................................................................ Board Member	1 .......................	X		0	0	0

Form 990 (2012)

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 (list any hours for related organizations below dotted line)	(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
(A) Name and Title
(18) Nick Meriggioli........................................................................ Board Member	1 .......................	X			0	0	0
(19) Deirdre A Morgan........................................................................ Board Member	1 .......................	X			0	0	0
(20) Michael L Morgan........................................................................ Board Member	1 .......................	X			0	0	0
(21) Douglas S Nelson........................................................................ Board Member	1 .......................	X			0	0	0
(22) Lucia Nunez........................................................................ Board Member	1 .......................	X			0	0	0
(23) Dan Rashke........................................................................ Board Member	1 .......................	X			0	0	0
(24) Jim Riordan........................................................................ Board Member	1 .......................1	X			0	0	0
(25) Anne E Ross........................................................................ Board Member	1 .......................	X			0	0	0
(26) Karlyn Russell........................................................................ Board Member	1 .......................	X			0	0	0
(27) Jack C Salzwedel........................................................................ Board Member	1 .......................	X			0	0	0
(28) Craig Samitt MD........................................................................ Board Member	1 .......................	X			0	0	0
(29) Kim M Sponem........................................................................ Board Member	1 .......................	X			0	0	0
(30) Dave K Stark........................................................................ Board Member	1 .......................	X			0	0	0
(31) Doug Strub........................................................................ Board Member	1 .......................	X			0	0	0
(32) Tim J Sullivan........................................................................ Board Member	1 .......................	X			0	0	0
(33) Maryann Sumi........................................................................ Board Member	1 .......................	X			0	0	0
(34) Thomas J Zimbrick........................................................................ Board Member	1 .......................	X			0	0	0
(35) Leslie Ann Howard........................................................................ President	41.00 .......................4		X		199,965	0	56,223
(36) Rick C Spiel........................................................................ EVP-Chief Financial Officer	40.00 .......................5.00		X		115,373	0	25,574
(37) Deedra Atkinson........................................................................ Senior VP of Community Impact	40.00 .......................			X	123,535	0	10,865

1b	Sub-Total................
c	Total from continuation sheets to Part VII, Section A....
d	Total (add lines 1b and 1c)............	438,873	0	92,662

Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization MediumBullet

Yes

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 ..............

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...........................

Yes

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 ........

Section B. Independent Contractors

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 0

Form 990 (2012)

Page 9

Part VIII

Statement of Revenue

Check if Schedule O contains a response to any question in this Part VIII ..............

				(A) Total revenue	(B) Related or exempt function revenue	(C) Unrelated business revenue	(D) Revenue excluded from tax under sections 512, 513, or 514
1a	Federated campaigns..1a		103,909
b	Membership dues....1b		0
c	Fundraising events....1c		592,283
d	Related organizations...1d		88,954
e	Government grants (contributions)1e		748,389

f	All other contributions, gifts, grants, and similar amounts not included above1f		17,388,626

g	Noncash contributions included in lines 1a-1f:$		720,021
h	Total. Add lines 1a-1f.......			18,922,161
			Business Code
2a
b
c
d
e
f	All other program service revenue .
g	Total. Add lines 2a–2f........			0
3	Investment income (including dividends, interest, and other similar amounts).......			29,965	0	0	29,965
4	Income from investment of tax-exempt bond proceeds..			0	0	0	0
5	Royalties...........			0	0	0	0
		(i) Real	(ii) Personal
6a	Gross rents	56,749	0
b	Less: rental expenses	71,976	0
c	Rental income or (loss)	-15,227	0
d	Net rental income or (loss).......			-15,227	0	0	-15,227
		(i) Securities	(ii) Other
7a	Gross amount from sales of assets other than inventory	740,492	0
b	Less: cost or other basis and sales expenses	720,021	0
c	Gain or (loss)	20,471	0
d	Net gain or (loss)..........			20,471	0	0	20,471
8a	Gross income from fundraising events (not including $ 592,283 of contributions reported on line 1c). See Part IV, line 18 ..
	a		347,717
b	Less: direct expenses ...b		372,274
c	Net income or (loss) from fundraising events..			-24,557		0	-24,557
9a	Gross income from gaming activities. See Part IV, line 19 ...
	a		47,323
b	Less: direct expenses ...b		4,847
c	Net income or (loss) from gaming activities...			42,476	0	0	42,476
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..
Miscellaneous Revenue			Business Code
11a	Other Miscellaneous Revenue		900099	70,781	70,781	0	0
b
c
d	All other revenue ....			0	0	0	0
e	Total. Add lines 11a–11d ......			70,781
12	Total revenue. See Instructions......			19,046,070	70,781	0	53,128

Form 990 (2012)

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).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	14,303,913	14,303,913
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 ....	672,995	307,015	131,655	234,325
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	2,014,408	884,830	406,345	723,233
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	189,014	85,608	41,837	61,569
9	Other employee benefits .......	431,024	184,733	99,647	146,644
10	Payroll taxes ...........	198,445	87,903	39,461	71,081
11	Fees for services (non-employees):
a	Management ......
b	Legal .........
c	Accounting ...........	33,545	0	33,545	0
d	Lobbying ...........
e	Professional fundraising services. See Part IV, line 17
f	Investment management fees ......
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) ........	74,051	49,083	1,499	23,469
12	Advertising and promotion ....	265,495	78,977	10,882	175,636
13	Office expenses .......	10,180	7,616	992	1,572
14	Information technology ......	31,196	13,956	6,893	10,347
15	Royalties ..
16	Occupancy ...........	142,144	60,925	25,236	55,983
17	Travel ............	88,503	49,640	17,511	21,352
18	Payments of travel or entertainment expenses for any federal, state, or local public officials ......
19	Conferences, conventions, and meetings ....	38,926	12,328	15,975	10,623
20	Interest ...........
21	Payments to affiliates .......	164,621	69,404	31,986	63,231
22	Depreciation, depletion, and amortization .....	140,235	72,576	18,391	49,268
23	Insurance ..............	6,776	2,856	1,317	2,603
24	Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a	Data Processing	99,336	40,562	16,318	42,456
b	Postage and Shipping	29,097	4,281	5,057	19,759
c	Membership Dues	24,660	10,471	4,825	9,364
d
e	All other expenses	111,827	50,349	31,016	30,462
25	Total functional expenses. Add lines 1 through 24e	19,070,391	16,377,026	940,388	1,752,977
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 if following SOP 98-2 (ASC 958-720).

Form 990 (2012)

Page 11


				(A) Beginning of year		(B) End of year
1	Cashnon-interest-bearing .............			250	1	250
2	Savings and temporary cash investments .........			7,577,589	2	7,858,022
3	Pledges and grants receivable, net ...........			10,112,051	3	10,548,312
4	Accounts receivable, net .............			373,964	4	318,856
5	Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of Schedule L ..................
				0	5	0
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) 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 ..........			68,128	9	57,478
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	4,654,159
b	Less: accumulated depreciation .....	10b	2,014,380	2,729,708	10c	2,639,779
11	Investments—publicly traded securities ..........			29,176	11	24,916
12	Investments—other securities. See Part IV, line 11 .....			674,343	12	711,708
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 ...........			9,080	15	5,355
16	Total assets. Add lines 1 through 15 (must equal line 34)......			21,574,289	16	22,164,676
17	Accounts payable and accrued expenses .........			413,985	17	466,705
18	Grants payable .................			5,422,620	18	5,139,294
19	Deferred revenue ................				19	0
20	Tax-exempt bond liabilities .............				20	0
21	Escrow or custodial account liability. Complete Part IV of Schedule D..				21	0
22	Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
	persons. Complete Part II of Schedule L..........				22	0
23	Secured mortgages and notes payable to unrelated third parties ..				23	0
24	Unsecured notes and loans payable to unrelated third parties ....				24	0
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....................			331,279	25	373,654
26	Total liabilities. Add lines 17 through 25.........			6,167,884	26	5,979,653
	Organizations that follow SFAS 117 (ASC 958), check here and complete lines 27 through 29, and lines 33 and 34.
27	Unrestricted net assets ..............			4,373,407	27	4,484,315
28	Temporarily restricted net assets ...........			11,032,998	28	11,700,708
29	Permanently restricted net assets ...........			0	29	0
	Organizations that do not follow SFAS 117 (ASC 958), check here 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 ...........			15,406,405	33	16,185,023
34	Total liabilities and net assets/fund balances ........			21,574,289	34	22,164,676

Form 990 (2012)

Page 12

Part XI

Reconcilliation of Net Assets

Check if Schedule O contains a response to any question in this Part XI ...............

Total revenue (must equal Part VIII, column (A), line 12) ............

19,046,070

Total expenses (must equal Part IX, column (A), line 25) ............

19,070,391

Revenue less expenses. Subtract line 2 from line 1 ..............

-24,321

Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..

15,406,405

Net unrealized gains (losses) on investments ...............

Donated services and use of facilities .................

Investment expenses .....................

Prior period adjustments .....................

Other changes in net assets or fund balances (explain in Schedule O) ........

802,939

Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))

16,185,023

Part XII

Financial Statements and Reporting

Check if Schedule O contains a response to any question in this Part XII ..............

Yes

Accounting method used to prepare the Form 990: Cash Accrual Other
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.

Were the organization’s financial statements compiled or reviewed by an independent accountant?

If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:

Separate basis Consolidated basis Both consolidated and separate basis

Were the organization’s financial statements audited by an independent accountant?

Yes

If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:

Separate basis Consolidated basis Both consolidated and separate basis

If “Yes,” to line 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?

Yes

If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.

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?

Yes

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

Yes

Form 990 (2012)

Form 990, Special Condition Description:

Special Condition Description

Additional Data

Software ID:	12000197
Software Version:	v1.00

- TIN:

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.

Attach to Form 990 or Form 990-EZ. right arrow

See separate instructions.

OMB No. 1545-0047

2012

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.)

A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i).

A school described in section 170(b)(1)(A)(ii). (Attach Schedule E.)

A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).

A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state:

An organization operated for the benefit of a college or university owned or operated by a governmental unit described in

section 170(b)(1)(A)(iv). (Complete Part II.)

A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).

An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.)

A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)

An organization that normally receives: (1) more than 331/3% of its support from contributions, membership fees, and gross

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.)

An organization organized and operated exclusively to test for public safety. See section 509(a)(4).

An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box that describes the type of supporting organization and complete lines 11e through 11h.

Type I

Type II

Type III - Functionally integrated

Type III - Non-functionally integrated

By checking this box, I certify that the organization is not controlled directly or indirectly by one or more disqualified persons other than foundation managers and other than one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2).

If the organization received a written determination from the IRS that it is a Type I, Type II, or Type III supporting organization, check this box ..................................................

Since August 17, 2006, has the organization accepted any gift or contribution from any of the
following persons?

(i) A person who directly or indirectly controls, either alone or together with persons described in (ii)

Yes

and (iii) below, the governing body of 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)

Provide the following information about the supported organization(s).

(i) Name of supported organization	(ii) EIN	(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 monetary support
(i) Name of supported organization	(ii) EIN	Yes	No	Yes	No	Yes	No	(vii) Amount of monetary support


Total

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990EZ.

Cat. No. 11285F

Schedule A (Form 990 or 990-EZ) 2012

Page 2

Part II

Support Schedule for Organizations Described in Sections 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) 2008	(b) 2009	(c) 2010	(d) 2011	(e) 2012	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") ....	19,414,515	18,145,159	18,205,774	19,262,495	18,922,161	93,950,104
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	19,414,515	18,145,159	18,205,774	19,262,495	18,922,161	93,950,104
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)..						1,679,230
6	Public support. Subtract line 5 from line 4.						92,270,874

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2008	(b) 2009	(c) 2010	(d) 2011	(e) 2012	(f) Total
7	Amounts from line 4..	19,414,515	18,145,159	18,205,774	19,262,495	18,922,161	93,950,104
8	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...	145,011	124,480	120,268	87,455	86,714	563,928
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. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)..	77,707	75,922	77,607	72,473	70,781	374,490
11	Total support (Add lines 7 through 10).						94,888,522

Gross receipts from related activities, etc. (see instructions) ..................

First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization, check this box and stop here........................................ right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2012 (line 6, column (f) divided by line 11, column (f)) .........

97.241 %

Public support percentage for 2011 Schedule A, Part II, line 14 ...............

97.843 %

16a

33 1/3% support test—2012. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization ....................... right arrow

33 1/3% support test—2011. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow

17a

10%-facts-and-circumstances test—2012. If the organization did not check a box on line 13, 16a, or 16b, and line 14
is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain
in Part IV how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported
organization ..................................................... right arrow

10%-facts-and-circumstances test—2011. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line
15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here.
Explain in Part IV how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly
supported organization ................................................ right arrow

Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow

Schedule A (Form 990 or 990-EZ) 2012

Page 3

Part III

Support Schedule for Organizations Described in Section 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) 2008	(b) 2009	(c) 2010	(d) 2011	(e) 2012	(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) 2008	(b) 2009	(c) 2010	(d) 2011	(e) 2012	(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.)..

First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization,
check this box and stop here............................................. right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2012 (line 8, column (f) divided by line 13, column (f)) .........

Public support percentage from 2011 Schedule A, Part III, line 15 ...............

Section D. Computation of Investment Income Percentage

Investment income percentage for 2012 (line 10c, column (f) divided by line 13, column (f)) ......

Investment income percentage from 2011 Schedule A, Part III, line 17 .............

19a

33 1/3% support tests—2012. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ........ right arrow

33 1/3% support tests—2011. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ..... right arrow

Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions ..... right arrow

Schedule A (Form 990 or 990-EZ) 2012

Page 4

Part IV

Supplemental Information. Complete this part to provide the explanations required by Part II, line 10; Part II, line 17a or 17b; and 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) 2012

Additional Data

Software ID:	12000197
Software Version:	v1.00

- TIN:

Schedule B
(Form 990, 990-EZ,
or 990-PF)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.

OMB No. 1545-0047

2012

Name of the organization

UNITED WAY OF DANE COUNTY INC

Employer identification number

39-0817532

Organization type (check one):

Filers of:

Section:

Form 990 or 990-EZ

501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation

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

For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, $5,000 or more (in money or
property) from any one contributor. Complete Parts I and II.

Special Rules

For a section 501(c)(3) organization filing Form 990 or 990-EZ that met the 33¹/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi) and received from any one contributor, during the year, a contribution of the
greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.

For a section 501(c)(7), (8), or (10) organization filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 for use exclusively for religious, charitable,
scientific, literary, or educational purposes, or the prevention of cruelty to children or animals. Complete Parts I, II, and
III.

For a section 501(c)(7), (8), or (10) organization filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions for use exclusively for religious, charitable, etc., purposes, but these contributions did
not total to more than $1,000. If this box is checked, enter here the total contributions that were received during
the year for an exclusively religious, charitable, etc., purpose. Do not complete any of the parts unless the General Rule
applies to this organization because it received nonexclusively religious, charitable, etc., contributions of $5,000 or more
during the year ......................... 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) (2012)

Schedule B (Form 990, 990-EZ, or 990-PF) (2012)

Page 2

Name of organization UNITED WAY OF DANE COUNTY INC

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	Person Payroll Noncash (Complete Part II if there is a noncash contribution.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II if there is a noncash contribution.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II if there is a noncash contribution.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II if there is a noncash contribution.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II if there is a noncash contribution.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II if there is a noncash contribution.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2012)

Schedule B (Form 990, 990-EZ, or 990-PF) (2012)

Page 3

Name of organization UNITED WAY OF DANE COUNTY INC

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) (2012)

Schedule B (Form 990, 990-EZ, or 990-PF) (2012)

Page 4

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

(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

(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

(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

(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) (2012)

Additional Data

Software ID:	12000197
Software Version:	v1.00

- TIN:

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

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

2012

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 ........

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? ............

Yes No

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? ...................................

Yes No

Part II

Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.

Purpose(s) of conservation easements held by the organization (check all that apply).

Preservation of land for public use (e.g., recreation or education) Preservation of an historically important land area

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

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.


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

Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the tax year SchDMd Bullet

Number of states where property subject to conservation easement is located SchDMd Bullet

Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and
enforcement of the conservation easements it holds? .............................

Yes No

Staff and volunteer hours devoted to monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet

Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet

Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .......................................

Yes No

In Part XIII, 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.

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 XIII, the text of the footnote to its financial statements that describes these items.

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

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:

Revenues included in Form 990, Part VIII, line 1 .......................... SchDMd Bullet

Assets included in Form 990, Part X ............................... SchDMd Bullet

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 52283D

Schedule D (Form 990) 2012

Page 2

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)

Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):

Public exhibition

Loan or exchange programs

Scholarly research

Other

Preservation for future generations

Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.

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?........

Yes No

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.

Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................

Yes No

If "Yes," explain the arrangement in Part XIII and complete the following table:


c	Beginning balance .................................	1c
d	Additions during the year ..............................	1d
e	Distributions during the year .............................	1e
f	Ending balance ...................................	1f

Did the organization include an amount on Form 990, Part X, line 21? .....................

Yes No

If “Yes,” explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ........

Part V

Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.

		(a)Current year	(b)Prior year	b (c)Two years back	(d)Three years back	(e)Four years back
1a	Beginning of year balance ....	4,714,160	4,269,835	3,898,508	3,196,622	3,829,268
b	Contributions ........	436,620	417,796	91,801	55,045	216,894
c	Net investment earnings, gains, and losses	561,540	179,218	413,644	699,431	-690,775
d	Grants or scholarships .....	0	0	0	0	0
e	Other expenditures for facilities and programs ........	165,212	152,689	134,118	52,590	158,765
f	Administrative expenses ....	0	0	0	0	0
g	End of year balance ......	5,547,108	4,714,160	4,269,835	3,898,508	3,196,622

Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:

Board designated or quasi-endowment SchDMd Bullet

89 %

Permanent endowment SchDMd Bullet

8 %

Temporarily restricted endowment SchDMd Bullet

3 %

The percentages in lines 2a, 2b, and 2c should equal 100%.

Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes

(i) unrelated organizations ........................

3a(i)

(ii) related organizations ........................

3a(ii)

Yes

If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........

Yes

Describe in Part XIII 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	3,496,566	1,097,978	2,398,588
c	Leasehold improvements ............	0	9,645	3,125	6,520
d	Equipment ................	0	672,480	588,707	83,773
e	Other .................	0	347,875	324,570	23,305
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......					2,639,779

Schedule D (Form 990) 2012

Page 3

Part VII

InvestmentsOther 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.)

Part VIII

InvestmentsProgram 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.)

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.)...........

Part X

Other Liabilities. See Form 990, Part X, line 25.

1.(a) Description of liability		(b) Book value
Federal income taxes		0
Deferred Compensation		373,654








Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)		373,654
2. Fin 48 (ASC 740) Footnote. In Part XIII, 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 (ASC 740). Check here if the text of the footnote has been provided in Part XIII .....................................................

Schedule D (Form 990) 2012

Page 4

Part XI 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 XIII.) ............	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 XIII.) ...........	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 XII 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 XIII.) ............	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 XIII.) ............	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 XIII

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, line 2; Part XI, lines 2d and 4b; and Part XII, 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, 2012 and 2011, there were no unrecognized tax benefits identified or recorded as liabilities. It is the Campaign'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) 2012

Additional Data

Software ID:	12000197
Software Version:	v1.00

- TIN:

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. Form 990-EZ filers are not required to complete this part. right arrow

Attach to Form 990 or Form 990-EZ. right arrow

See separate instructions.

OMB No. 1545-0047

2012

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.

Indicate whether the organization raised funds through any of the following activities. Check all that apply.

a	Mail solicitations	e	Solicitation of non-government grants
b	Internet and email solicitations	f	Solicitation of government grants
c	Phone solicitations	g	Special fundraising events
d	In-person solicitations

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?

Yes

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.

(i) Name and address of individual or entity (fundraiser)	(iii) Did fundraiser have custody or control of contributions?
	Yes	No










Total .................

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 Paperwork Reduction Act Notice, see the Instructions for Form 990or 990-EZ.

Cat. No. 50083H

Schedule G (Form 990 or 990-EZ) 2012

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 of fundraising event contributions and gross income on Form 990-EZ, lines 1 and 6b. 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))
1	Gross receipts . . .	758,596	60,000	121,403	939,999
2	Less: Contributions . .	592,283	0	0	592,283
3	Gross income (line 1 minus line 2) . . .	166,313	60,000	121,403	347,716
4	Cash prizes . . .	0	0	0	0
5	Noncash prizes . .	49	0	44,929	44,978
6	Rent/facility costs . .	0	0	9,040	9,040
7	Food and beverages .	7,027	0	39,744	46,771
8	Entertainment . . .	0	0	900	900
9	Other direct expenses .	174,628	61,833	34,123	270,584
10	Direct expense summary. Add lines 4 through 9 in column (d) ...........				372,273
11	Net income summary. Combine line 3, column (d), and line 10. ..........				-24,557

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.

(a) Bingo

(b) Pull tabs/Instant
bingo/progressive bingo

(c) Other gaming

(d) Total gaming (add col.(a) through col.(c))

Gross revenue . . . .

47,323

Cash prizes . . . .

Non-cash prizes . . .

4,847

Rent/facility costs . . .

Other direct expenses . .

Volunteer labor . . .

	Yes
	No

	Yes
	No

	Yes100 %
	No

Direct expense summary. Add lines 2 through 5 in column (d) ........... right arrow

4,847

Net gaming income summary. Combine lines 1 and 7 in column (d) .......... right arrow

42,476

Enter the state(s) in which the organization operates gaming activities: WI

Is the organization licensed to operate gaming activities in each of these states? ............

YesNo

If "No," explain:

10a

Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? .....

YesNo

If "Yes," explain:

Schedule G (Form 990 or 990-EZ) 2012

Page 3

Does the organization operate gaming activities with nonmembers? .................

YesNo

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? ..........................

YesNo

Indicate the percentage of gaming activity operated in:

The organization's facility ......................

13a

0 %

An outside facility ........................

13b

100 %

Enter the name and address of the person who prepares the organization's gaming/special events books and records:

Name

Jennifer Goodall

Address

2059 Atwood Ave
Madison,WI53704

15a

Does the organization have a contract with a third party from whom the organization receives gaming

revenue? ......................................

YesNo

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

$ .

If "Yes," enter name and address of the third party:

Name

Address

Gaming manager information:

Name

Renee Moe

Gaming manager compensation right arrow

$ 1,330

Description of services provided right arrow

Supervises and manages the gaming operations.

Director/officer Employee Independent contractor

Mandatory distributions:

Is the organization required under state law to make charitable distributions from the gaming proceeds to

retain the state gaming license? ............................

YesNo

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

$ 0

Part IV

Supplemental Information. Complete this part to provide the explanations required by Part I, line 2b, columns (iii) and (v), and Part III, lines 9, 9b, 10b, 15b, 15c, 16, and 17b, as applicable. Also complete this part to provide any additional information (see instructions).

Identifier	Return Reference	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) 2012

Additional Data

Software ID:	12000197
Software Version:	v1.00

- TIN:

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

2012

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

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? ....................................

Yes No

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. Part II can be duplicated if additional space is needed.

(a) Name and address of organization or government	(b) EIN	(c) IRC Code section if applicable	(d) Amount of cash grant	(h) Purpose of grant or assistance
(1) Access Community Health Centers 3434 E Washington Ave Madison,WI53704	39-1391134	501c3	338,449	Program Operating Cost/Donor Designation for General Support
(2) Access to Independence 301 S Livingston St Ste 200 Madison,WI53703	39-1240200	501c3	47,536	Program Operating Cost/Donor Designation for General Support
(3) Agrace HospiceCare 5395 E Cheryl Pkwy Fitchburg,WI53711	39-1319537	501c3	192,437	Program Operating Cost/Donor Designation for General Support
(4) AIDS Network Madison PO Box 731 Madison,WI53701	39-1548528	501c3	26,455	Program Operating Cost/Donor Designation for General Support
(5) American Red Cross Badger Chapter PO Box 5905 Madison,WI53705	39-0806193	501c3	232,815	Program Operating Cost/Donor Designation for General Support
(6) ARC Community Services 2001 W Beltline Hwy Ste 102 Madison,WI53713	51-0163796	501c3	57,809	Program Operating Cost/Donor Designation for General Support
(7) Big Brothers Big Sisters of Dane County 2059 Atwood Ave Madison,WI53704	39-1077783	501c3	213,059	Program Operating Cost/Donor Designation for General Support
(8) Boys & Girls Club of Dane County 2001 Taft St Madison,WI53713	39-1925617	501c3	136,817	Program Operating Cost/Donor Designation for General Support
(9) Cambridge Area Youth Center PO Box 54 Cambridge,WI53523	39-1924511	501c3	7,754	Program Operating Cost/Donor Designation for General Support
(10) Canopy Center 2120 Fordem Ave Ste 110 Madison,WI53704	51-0211908	501c3	131,906	Program Operating Cost/Donor Designation for General Support
(11) Care Wisconsin PO Box 8693 Madison,WI53708	39-1245329	501c3	23,591	Program Operating Cost/Donor Designation for General Support
(12) Catholic Charities Diocese of Madison PO Box 46550 Madison,WI53744	39-0807067	501c3	521,055	Program Operating Cost/Donor Designation for General Support
(13) Center for Families 2120 Fordem Ave Madison,WI53704	39-1624393	501c3	635,382	Program Operating Cost/Donor Designation for General Support
(14) Centro Hispano of Dane County 810 W Badger Rd Madison,WI53713	93-0844812	501c3	420,917	Program Operating Cost/Donor Designation for General Support
(15) Children's Service Society of Wisconsin 1716 Fordem Ave Madison,WI53704	39-0806380	501c3	567,554	Program Operating Cost/Donor Designation for General Support
(16) Colonial Club 301 Blankenheim Ln Sun Prairie,WI53590	23-7071027	501c3	78,165	Program Operating Cost/Donor Designation for General Support
(17) Community Action Coalition for South Central WI 1717 N Stoughton Rd Madison,WI53704	39-1053827	501c3	287,817	Program Operating Cost/Donor Designation for General Support
(18) Community Coordinated Child Care (4C) in Dane Co PO Box 45320 Madison,WI53744	39-1165742	501c3	25,300	Program Operating Cost/Donor Designation for General Support
(19) Community Partnerships 1334 Dewey Ct Madison,WI53703	91-2064768	501c3	19,347	Program Operating Cost/Donor Designation for General Support
(20) Cornucopia 306 N Brooks St Madison,WI53715	39-1865263	501c3	28,637	Program Operating Cost/Donor Designation for General Support
(21) Dane County CASA 211 S Carroll St 206 Madison,WI53703	20-1717869	501c3	19,409	Program Operating Cost/Donor Designation for General Support
(22) Dane County Parent Council 2096 Red Arrow Tr Madison,WI53711	39-1418945	501c3	15,790	Program Operating Cost/Donor Designation for General Support
(23) Deerfield Community Center PO Box 404 Deerfield,WI53531	39-1899306	501c3	18,801	Program Operating Cost/Donor Designation for General Support
(24) DeForest Area Community and Senior Center 505 N Main St DeForest,WI53532	39-1371808	501c3	34,854	Program Operating Cost/Donor Designation for General Support
(25) Domestic Abuse Intervention Services PO Box 1761 Madison,WI53701	39-1268238	501c3	269,208	Program Operating Cost/Donor Designation for General Support
(26) East Madison Community Center 8 Straubel Ct Madison,WI53704	39-1941839	501c3	67,349	Program Operating Cost/Donor Designation for General Support
(27) East Madison-Monona Coalition of the Aging 4142 Monona Dr Madison,WI53716	39-1211331	501c3	15,276	Program Operating Cost/Donor Designation for General Support
(28) Epilepsy Foundation - South Central Wisconsin 1302 Mendota Street 100 Madison,WI53714	39-1370658	501c3	42,985	Program Operating Cost/Donor Designation for General Support
(29) Family Service 128 E Olin Ave Ste 100 Madison,WI53713	39-0806186	501c3	134,924	Program Operating Cost/Donor Designation for General Support
(30) Friends of the Financial Education Center 2300 S Park St Ste 22 Madison,WI53713	20-8961015	501c3	30,787	Program Operating Cost/Donor Designation for General Support
(31) Girl Scouts of the Black Hawk Council 2710 Ski Ln Madison,WI53713	39-0806331	501c3	37,879	Program Operating Cost/Donor Designation for General Support
(32) Goodman Community Center 149 Waubesa St Madison,WI53704	39-1919172	501c3	111,561	Program Operating Cost/Donor Designation for General Support
(33) Habitat for Humanity of Dane County PO Box 258128 Madison,WI53725	39-1592769	501c3	143,456	Program Operating Cost/Donor Designation for General Support
(34) Hancock Center for Movement Arts & Therapies 16 N Hancock St Madison,WI53703	39-1443008	501c3	28,057	Program Operating Cost/Donor Designation for General Support
(35) Home Health United Xtra Care 4639 Hammersley Road Madison,WI53711	39-1539827	501c3	104,611	Program Operating Cost/Donor Designation for General Support
(36) Hope Haven 702 S High Point Rd Madison,WI53719	39-1178878	501c3	21,382	Program Operating Cost/Donor Designation for General Support
(37) Independent Living 815 Forward Dr Madison,WI53711	39-1186642	501c3	162,010	Program Operating Cost/Donor Designation for General Support
(38) Jewish Social Services of Madison 6434 Enterprise Ln Madison,WI53719	39-1300430	501c3	76,360	Program Operating Cost/Donor Designation for General Support
(39) Journey Mental Health Center 625 W Washington Ave Madison,WI53703	39-0806445	501c3	173,717	Program Operating Cost/Donor Designation for General Support
(40) Kennedy Heights Community Center 199 Kennedy Heights Madison,WI53704	39-1519846	501c3	40,992	Program Operating Cost/Donor Designation for General Support
(41) Literacy Network 1118 S Park St Madison,WI53715	51-0180488	501c3	152,942	Program Operating Cost/Donor Designation for General Support
(42) Lussier Community Education Center 55 S Gammon Rd Madison,WI53717	39-1938173	501c3	36,706	Program Operating Cost/Donor Designation for General Support
(43) Lutheran Social Services of WI & Upper Michigan 6314 Odana Rd Madison,WI53719	39-0816846	501c3	56,110	Program Operating Cost/Donor Designation for General Support
(44) Madison Apprenticeship Program PO Box 44842 Madison,WI53711	39-2016458	501c3	23,798	Program Operating Cost/Donor Designation for General Support
(45) Madison Area Technical College 3550 Anderson St Madison,WI53707	23-7265867	501c3	30,000	Program Operating Cost
(46) Madison School Community Recreation 3802 Regent St Madison,WI53705	39-2034615	501c3	34,392	Program Operating Cost/Donor Designation for General Support
(47) Madison-Area Urban Ministry 2300 S Park St Ste 5 Madison,WI53713	23-7298482	501c3	173,046	Program Operating Cost/Donor Designation for General Support
(48) McFarland Youth Center PO Box 362 McFarland,WI53558	61-1500763	501c3	16,908	Program Operating Cost/Donor Designation for General Support
(49) Meriter Foundation 202 S Park St Madison,WI53715	23-7098688	501c3	8,000	Program Operating Cost
(50) Middleton Outreach Ministry 7432 Hubbard Ave Middleton,WI53562	39-1484945	501c3	82,153	Program Operating Cost/Donor Designation for General Support
(51) NAMI Dane County 2059 Atwood Ave Madison,WI53704	39-1270706	501c3	41,813	Program Operating Cost/Donor Designation for General Support
(52) North-Eastside Senior Coalition 1625 Northport Dr Ste 125 Madison,WI53704	39-1217221	501c3	57,812	Program Operating Cost/Donor Designation for General Support
(53) Northwest Dane Senior Services 1940 Blue Mounds St Ste 2 Black Earth,WI53515	39-1691930	501c3	25,686	Program Operating Cost/Donor Designation for General Support
(54) Omega School 835 West Badger Rd Madison,WI53713	39-1166888	501c3	103,960	Program Operating Cost/Donor Designation for General Support
(55) Operation Fresh Start 1925 Winnebago St Madison,WI53704	23-7108090	501c3	123,546	Program Operating Cost/Donor Designation for General Support
(56) Porchlight 306 N Brooks St Madison,WI53715	39-1579521	501c3	390,170	Program Operating Cost/Donor Designation for General Support
(57) Rainbow Project 831 E Washington Ave Madison,WI53703	39-1422626	501c3	76,275	Program Operating Cost/Donor Designation for General Support
(58) The Salvation Army of Dane County 630 E Washington Ave Madison,WI53703	36-2167910	501c3	322,977	Program Operating Cost/Donor Designation for General Support
(59) Second Harvest Foodbank of Southern WI 2802 Dairy Drive Madison,WI53718	39-1490691	501c3	276,882	Program Operating Cost/Donor Designation for General Support
(60) Simpson Street Free Press PO Box 6307 Monona,WI53716	39-1882258	501c3	23,278	Program Operating Cost/Donor Designation for General Support
(61) South Madison Coalition of the Elderly 128 E Olin Ave Suite 110 Madison,WI53713	39-1222287	501c3	38,681	Program Operating Cost/Donor Designation for General Support
(62) Stoughton Area Resource Team 248 W Main St Stoughton,WI53589	41-2076251	501c3	18,895	Program Operating Cost/Donor Designation for General Support
(63) Stoughton Youth Center 518 S Fourth Street Stoughton,WI53589	39-6005622	501c3	10,103	Program Operating Cost/Donor Designation for General Support
(64) Sunshine Place 18 Rickel Rd Sun Prairie,WI53590	20-5398498	501c3	15,278	Program Operating Cost/Donor Designation for General Support
(65) The Road Home 128 E Olin Ave Ste 202 Madison,WI53713	31-1618925	501c3	247,674	Program Operating Cost/Donor Designation for General Support
(66) Triangle Community Ministry 755 Braxton Place Apt B109 Madison,WI53715	39-1425047	501c3	15,439	Program Operating Cost/Donor Designation for General Support
(67) Urban League of Greater Madison 2222 S Park St Ste 200 Madison,WI53713	39-1098146	501c3	570,619	Program Operating Cost/Donor Designation for General Support
(68) Vera Court Neighborhood Center 614 Vera Ct Madison,WI53704	39-1945609	501c3	117,375	Program Operating Cost/Donor Designation for General Support
(69) West Madison Senior Coalition 517 N Segoe Rd Ste 309 Madison,WI53705	39-1222036	501c3	43,711	Program Operating Cost/Donor Designation for General Support
(70) Worker Center 2300 S Park St Ste 6 Madison,WI53713	41-2227413	501c3	21,852	Program Operating Cost/Donor Designation for General Support
(71) YWCA of Madison 101 E Mifflin Street Madison,WI53703	39-0806303	501c3	803,274	Program Operating Cost/Donor Designation for General Support
(72) YMCA of Dane County 8001 Excelsior Dr Ste 200 Madison,WI53717	39-0806253	501c3	148,748	Program Operating Cost/Donor Designation for General Support
(73) Youth Services of Southern Wisconsin 1955 Atwood Avenue Madison,WI53704	39-1391737	501c3	162,784	Program Operating Cost/Donor Designation for General Support
(74) SAFE COMMUNITY COALITION OF MADISON AND DANE COUNTY INC PO BOX 6652 Madison,WI53716	39-2010839	501c3	20,000	Program Operating Cost
(75) Reap Food Group 306 E WILSON STREET Madison,WI53703	39-2043788	501c3	46,000	Program Operating Cost
(76) Pharmacy Society of Wisconsin 701 Heartland Tr Madison,WI53717	39-0714490	501c6	46,000	Program Operating Cost
(77) AIDS Resource Center of Wisconsin 121 S Pinckney St Ste 320 Madison,WI53703	39-1534049	501c3	5,821	Donor Designation for General Support
(78) Community Work Services 3240 University Ave Ste 5 Madison,WI53705	39-1498287	501c3	5,522	Donor Designation for General Support
(79) Dane County Humane Society 5132 Voges Rd Madison,WI53718	39-0806335	501c3	170,629	Donor Designation for General Support
(80) Energy Services Inc 1225 S Park St Madison,WI53715	39-1443614	501c3	30,032	Donor Designation for General Support
(81) Family Support and Resource Centers 101 Nob Hill Rd Ste 201 Madison,WI53713	39-1533767	501c3	5,960	Donor Designation for General Support
(82) Wil-Mar Neighborhood Center 953 Jenifer St Madison,WI53703	39-1796793	501c3	7,710	Donor Designation for General Support
(83) Gilda's Club of Madison 7907 UW Health Court Middleton,WI53562	06-1662883	501c3	28,760	Donor Designation for General Support
(84) Henry Vilas Zoological Society 606 S Randall Ave Madison,WI53716	39-6077008	501c3	16,315	Donor Designation for General Support
(85) Hope House Building Corporation 312 Wisconsin Ave Madison,WI53703	72-1574555	501c3	9,100	Donor Designation for General Support
(86) Madison Area Rehabilitation Centers 901 Post Rd Madison,WI53713	39-0968930	501c3	6,800	Donor Designation for General Support
(87) Nehemiah Community Development Corp PO Box 9861 Madison,WI53715	39-1736091	501c3	10,115	Donor Designation for General Support
(88) Neighborhood House 29 S Mills St Madison,WI53715	39-1930073	501c3	8,629	Donor Designation for General Support
(89) The River Food Pantry 2201 Darwin Rd Madison,WI53704	20-4179749	501c3	31,002	Donor Designation for General Support
(90) Ronald McDonald House 2716 Marshall Ct Madison,WI53705	39-1655790	501c3	17,916	Donor Designation for General Support
(91) Safe Harbor Child Advocacy Center Inc 1457 E Washington Ave Ste 102 Madison,WI53703	39-2004933	501c3	10,894	Donor Designation for General Support
(92) Society of St Vincent de Paul 1109 Jonathon Dr Madison,WI53713	39-0824876	501c3	26,465	Donor Designation for General Support
(93) Three Gaits PO Box 153 Oregon,WI53575	39-1472538	501c3	41,066	Donor Designation for General Support
(94) Wisconsin Academy for Graduate Service Dogs 1338 Dewey Ct Madison,WI53703	39-1626569	501c3	45,708	Donor Designation for General Support
(95) Madison Children's Museum 100 N Hamilton St Madison,WI53703	39-1383497	501c3	13,304	Donor Designation for General Support
(96) Portage Area United Way PO Box 354 Portage,WI53901	23-7166773	501c3	9,198	Donor Designation for General Support
(97) Sauk-Prairie United Way PO Box 122 Prairie Du Sac,WI53578	39-1318028	501c3	12,551	Donor Designation for General Support
(98) United Way of Blackhawk Region 205 N Main St Ste 101 Janesville,WI53545	39-6006734	501c3	20,191	Donor Designation for General Support
(99) United Way of Central Maryland 100 SOUTH CHARLES STREET Baltimore,MD21201	52-0591543	501c3	5,251	Donor Designation for General Support
(100) United Way of Green County Inc PO Box 511 Monroe,WI53566	39-6060531	501c3	7,782	Donor Designation for General Support
(101) American Heart Association 2850 Dairy Dr Ste 300 Madison,WI53718	13-5613797	501c3	184,698	Donor Designation for General Support
(102) Community Health Charities of Wisconsin 6737 W Washington St Ste 2253 West Allis,WI53214	39-1261126	501c3	800,829	Donor Designation for General Support
(103) United Way of Dane County Foundation 2059 Atwood Ave Madison,WI53704	39-1763471	501c3	22,617	Donor Designation for General Support
(104) Boy Scouts of America PO Box 14135 Madison,WI53708	39-1417416	501c3	44,099	Donor Designation for General Support
(105) St John's Lutheran Church 322 East Washington Avenue Madison,WI53703	39-1570139	501c3	21,500	Donor Designation for General Support
(106) Pregnancy Helpline Inc of Madison PO Box 5261 Madison,WI53705	39-1419746	501c3	18,499	Donor Designation for General Support
(107) University of Wisconsin Eau Claire Foundation 105 GARFIELD AVE Eau Claire,WI54701	39-0972350	501c3	15,000	Donor Designation for General Support
(108) BLACKHAWK EVANGELICAL FREE CHURCH INC 9620 Brader Way Middleton,WI53562	39-1328199	501c3	13,600	Donor Designation for General Support
(109) University of Wisconsin Whitewater Foundation 800 W Main St Whitewater,WI53190	39-6081189	501c3	12,000	Donor Designation for General Support
(110) Madison Public Library Foundation 201 W MIFFLIN ST Madison,WI53703	39-1777242	501c3	10,535	Donor Designation for General Support
(111) Luke House 310 S INGERSOLL ST Madison,WI53703	39-1504050	501c3	6,511	Donor Designation for General Support
(112) Pancreatic Cancer Action Network 1500 ROSECRANS AVE STE 200 Manhattan Beach,CA90266	33-0841281	501c3	6,048	Donor Designation for General Support
(113) Madison College Foundation Inc 1701 Wright St Madison,WI53704	23-7265867	501c3	6,000	Donor Designation for General Support
(114) Care Net Pregnancy Center of Dane County 1350 MacArthur Rd Madison,WI53714	39-1472091	501c3	5,247	Donor Designation for General Support
(115) Child Development 2012 Fisher St Madison,WI53713	39-1049261	501c3	5,229	Donor Designation for General Support
(116) Edgewood High School 2219 Monroe St Madison,WI53711	39-1299613	501c3	5,166	Donor Designation for General Support
(117) Wisconsin Council of the Blind and 754 Williamson St Madison,WI53704	39-0977746	501c3	8,794	Donor Designation for General Support
(118) Chadab House- Lubavitch 1722 REGENT ST Madison,WI53726	39-1732644	501c3	60,000	Donor Designation for General Support
(119) Dean Foundation 2711 Allen Blvd Middleton,WI53562	39-1546086	501c3	19,389	Donor Designation for General Support
(120) Beth Israel Center 1406 Mound St Madison,WI53711	13-1659707	501c3	30,000	Donor Designation for General Support
(121) Temple Beth El 2702 ARBOR DR Madison,WI53711	39-6007966	501c3	30,000	Donor Designation for General Support
(122) Jewish Federation of Madison 6434 ENTERPRISE LN Madison,WI53719	39-0867186	501c3	80,000	Donor Designation for General Support
(123) University of Wisconsin Foundation 1848 UNIVERSITY AVE Madison,WI53726	39-0743975	501c3	93,155	Donor Designation for General Support
(124) Friends of the Waisman Center Inc 1500 HIGHLAND AVE STE 255 Madison,WI53705	39-1272090	501c3	9,000	Donor Designation for General Support
(125) Catholic Multicultural Center Diocese of Madison 1862 Beld St Madison,WI53713	39-0824008	501c3	7,528	Donor Designation for General Support
(126) St Thomas Aquinas Catholic Church 602 Everglade Drive Madison,WI53717	39-6030354	501c3	5,500	Donor Designation for General Support
(127) America's Charities 14150 Newbrook Dr Ste 110 Chantilly,VA201512223	54-1517707	501c3	51,362	Donor Designated for Program Costs
(128) Animal Charities of America 21 Tamal Vista Blvd 209 Corte Madera,CA94925	94-3193389	501c3	9,170	Donor Designated for Program Costs
(129) CancerCure of America 21 Tamal Vista Blvd 209 Corte Madera,CA94925	81-0648432	501c3	5,443	Donor Designated for Program Costs
(130) Christian Charities USA Federation 21 Tamal Vista Blvd 209 Corte Madera,CA94925	94-3255961	501c3	11,157	Donor Designated for Program Costs
(131) Christian Service Charities 8001 Braddock Rd Suite 301 Springfield,VA22151	94-3193374	501c3	8,253	Donor Designated for Program Costs
(132) Community Health Charities National 200 N Glebe Rd Ste 801 Arlington,VA22203	13-6167225	501c3	12,723	Donor Designated for Program Costs
(133) Community Shares of Wisconsin 612 W Main St Ste 200 Madison,WI537034714	39-1172378	501c3	359,886	Donor Designated for Program Costs
(134) EarthShare 7735 Old Georgetown RD Suite 900 Bethesda,MD208146230	52-1601960	501c3	117,931	Donor Designated for Program Costs
(135) Global Impact 66 Canal Center Plaza Ste 310 Alexandria,VA22314	52-1273585	501c3	162,332	Donor Designated for Program Costs
(136) Great Rivers United Way Inc 1855 Main Street Onalaska,WI54650	39-0848188	501c3	12,768	Donor Designated for Program Costs
(137) Health & Medical Research Charities 21 Tamal Vista Blvd 209 Corte Madera,CA94925	94-3217739	501c3	7,318	Donor Designated for Program Costs
(138) Military Family and Veterans Service Organizations of Amer 21 Tamal Vista Blvd 209 Corte Madera,CA94925	94-3193418	501c3	9,845	Donor Designated for Program Costs
(139) Access to Community Services 5900 Monona Dr Suite 403 Madison,WI53716	39-1485069	501c3	52,363	Donor Designated for Program Costs
(140) Hunger Relief Fund of Wisconsin 201 S Hawley Ct Milwaukee,WI53214	39-1345847	501c3	94,118	Donor Designated for Program Costs
(141) Independent Charities of America 1100 Larkspur Landing Cir Suite 340 Larkspur,CA94939	94-3067804	501c3	142,013	Donor Designated for Program Costs
(142) Neighbor To Nation 44330 Premier Plaza Suite 220 Ashburn,VA20147	54-1879282	501c3	31,179	Donor Designated for Program Costs
(143) Wisconsin Environmental Education Foundation 110B College of Natural Resources Stevens Point,WI54481	20-2042476	501c3	30,308	Donor Designated for Program Costs

Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................ Bullet Image

142

Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50055P

Schedule I (Form 990) 2012

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.
Part III can be duplicated 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, Part III, column (b), 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) 2012

Additional Data

Software ID:	12000197
Software Version:	v1.00

- TIN:

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

2012

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

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.

First-class or charter travel Housing allowance or residence for personal use

Travel for companions Payments for business use of personal residence

Tax idemnification and gross-up payments Health or social club dues or initiation fees

Discretionary spending account Personal services (e.g., maid, chauffeur, chef)

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 of the expenses described above? If "No," complete Part III to explain....

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? .......

Indicate which, if any, of the following the filing organization used 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.

Compensation committee Written employment contract

Independent compensation consultant Compensation survey or study

Form 990 of other organizations Approval by the board or compensation committee

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:

Receive a severance payment or change-of-control payment? ................

Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........

Yes

Participate in, or receive payment from, an equity-based compensation arrangement? .........

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.

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:

The organization? ...........................

Any related organization? .........................

If "Yes," to line 5a or 5b, describe in Part III.

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:

The organization? ...........................

Any related organization? .........................

If "Yes," to line 6a or 6b, describe in Part III.

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 ............

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 .............................

If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50053T

Schedule J (Form 990) 2012

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 (E) amounts for that individual.

(A) Name and Title		(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
(A) Name and Title		(i) Base compensation	(ii) Bonus & incentive compensation	(iii) Other reportable 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
(1)Leslie Ann HowardPresident	(i) (ii)	182,965 0	17,000 0	0 0	40,393 0	15,830 0	256,188 0	0 0

Schedule J (Form 990) 2012

Page 3

Part III

Supplemental Information

Complete this part to provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II.
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) performance and retention plan. Beginning in 1998 an annual contribution has been made to the performance and retention plan. In 2012 the contributions to the plan were $23,000. If Leslie meets the performance objectives and 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) 2012

Additional Data

Software ID:	12000197
Software Version:	v1.00

- TIN:

SCHEDULE M
(Form 990)

Department of the Treasury

Internal Revenue Service

Noncash Contributions

Complete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image

Attach to Form 990.

OMB No. 1545-0047

2012

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	52	720,021	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 ( )
26 Other ( )
27 Other ( )
28 Other ( )

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 ...

Yes

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

If "Yes," describe the arrangement in Part II.

Does the organization have a gift acceptance policy that requires the review of any non-standard contributions?

Yes

32a

Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash

contributions? ..........................

32a

If "Yes," describe in Part II.

If the organization did not report an amount in column (c) for a type of property for which column (a) is checked,

describe in Part II.

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 51227J

Schedule M (Form 990) (2012)

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) (2012)

Additional Data

Software ID:	12000197
Software Version:	v1.00

- TIN:

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

2012

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_L04	Form 990, Part VI, Section A, Line 4	The bylaws were revised on January 24, 2012 as follows: 1) Participating Agencies are now called Partner Agencies. 2) Nominating Committee is now called Nominating and Governance Committee. 3) Article IV Section 3 - Add term limits for committee members - (Committee members may not serve more than 3 consecutive 3 year terms).
F990_P06_S0A_L06	Form 990, Part VI, Section A, Line 6	The members of the corporation shall be divided into 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 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 Director 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 shall be divided into two categories: agency members and public 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 partner United Way agency, who are present in person at a meeting of members. For this purpose, a partner United Way agency shall be as 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 partner United Way agency cannot send a substitute in his or her place. 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 and Governance 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 these 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 these 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., and websites - unitedwaydanecounty.org, Guidestar, and Charity Navigator.
F990_P11_S00_L09	Form 990, Part XI, Line 9	$37,365 - Change in value of funds held at Madison Community Foundation; $8,910 - Loss on Donor Designated Pledges; $88,954 - Distribution from United Way of Dane County Foundation eliminated in audit; $667,710 - 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) 2012

Additional Data

Software ID:	12000197
Software Version:	v1.00

- TIN:

SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service

Related Organizations and Unrelated Partnerships

Complete if the organization answered "Yes" to Form 990, Part IV, line 33, 34, 35, 36, or 37.
MediumBullet

Attach to Form 990. MediumBullet

See separate instructions.

OMB No. 1545-0047

2012

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" to Form 990, Part IV, line 33.)

(a) Name, address, and EIN (if applicable) 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" to 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 entity?
(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	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	Yes

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50135Y

Schedule R (Form 990) 2012

Page 2

Part III

Identification of Related Organizations Taxable as a Partnership (Complete if the organization answered "Yes" to 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	(f) Share of total income	(g) Share of end-of-year assets	(h) Disproprtionate allocations?		(i) Code VUBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code VUBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No

Part IV

Identification of Related Organizations Taxable as a Corporation or Trust (Complete if the organization answered "Yes" to 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	(i) Section 512(b)(13) controlled entity?
(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	Yes	No

Schedule R (Form 990) 2012

Page 3

Part V

Transactions With Related Organizations (Complete if the organization answered "Yes" to Form 990, Part IV, line 34, 35b, or 36.)

Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.

Yes

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 or (iv) rent from a controlled entity . . . . . . . . . . . . . . . . . . . . . . .

b Gift, grant, or capital contribution to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

c Gift, grant, or capital contribution from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Yes

d Loans or loan guarantees to or for related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

e Loans or loan guarantees by related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

f Dividends from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

g Sale of assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

h Purchase of assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

i Exchange of assets with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

j Lease of facilities, equipment, or other assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . .

k Lease of facilities, equipment, or other assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . .

l Performance of services or membership or fundraising solicitations for related organization(s) . . . . . . . . . . . . . . . . . . . .

Yes

m Performance of services or membership or fundraising solicitations by related organization(s) . . . . . . . . . . . . . . . . . . . .

n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) . . . . . . . . . . . . . . . . . . . . .

Yes

o Sharing of paid employees with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Yes

p Reimbursement paid to related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

q Reimbursement paid by related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Yes

r Other transfer of cash or property to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Yes

s Other transfer of cash or property from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

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-s)	(c) Amount involved
(1) United Way of Dane County Foundation	c	149,802
(2) United Way of Dane County Foundation	q	1,822
(3) United Way of Dane County Foundation	r	32,577

Schedule R (Form 990) 2012

Page 4

Part VI

Unrelated Organizations Taxable as a Partnership (Complete if the organization answered "Yes" to 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)	(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 VUBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?
(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	Yes	No	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code VUBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No

Schedule R (Form 990) 2012

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 $149,802. Of that contribution, $60,848 is the transfer of earnings from individual board designated funds to fulfill campaign pledges. The remaining $88,954 is the contribution from the related organization for the year recorded in Part VIII of the Form 990.

Additional Data

Software ID:	12000197
Software Version:	v1.00