Form990
Click to see attachment
Department of the Treasury
Internal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
MediumBullet Do not enter Social Security numbers on this form as it may be made public. By law, the IRS
generally cannot redact the information on the form.
MediumBullet Information about Form 990 and its instructions is at www.IRS.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
A For the 2013 calendar year, or tax year beginning 01-01-2013 , 2013, and ending 12-31-2013
BCheck if applicable:
CName of organization
UNITED WAY OF DANE COUNTY INC
 
Doing Business As
 
 
Number and street (or P.O. box if mail is not delivered to street address)
PO Box 7548
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Madison, WI537077548
D Employer identification number

39-0817532
E Telephone number

G Gross receipts $ 20,889,859
F Name and address of principal officer:
Leslie Ann Howard
PO Box 7548
Madison,WI537077548
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
UnitedWayDaneCounty.org
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:
 
L Year of formation: 1951
M State of legal domicile: WI
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: Creating long-lasting solutions through the Agenda for Change, the seven goals identified by our community as most vital. By targeting specific goals and forging strong partnerships, United Way is tackling the root causes of critical local issues and achieving real, measurable results for children & education, housing for struggling families, independence for seniors and more.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 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 2013 (Part V, line 2a) ...... 5 82
6 Total number of volunteers (estimate if necessary) ............. 6 7,807
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 0
b Net unrelated business taxable income from Form 990-T, line 34 ......... 7b 0
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 18,922,161 19,551,983
9 Program service revenue (Part VIII, line 2g) ......... 0 0
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 50,436 18,313
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 73,473 80,277
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 19,046,070 19,650,573
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 14,303,913 14,717,538
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) 3,505,886 3,735,106
16a Professional fundraising fees (Part IX, column (A), line 11e)..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet1,845,495    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 1,260,592 1,284,771
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 19,070,391 19,737,415
19 Revenue less expenses. Subtract line 18 from line 12....... -24,321 -86,842
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 22,164,676 24,171,215
21 Total liabilities (Part X, line 26)............. 5,979,653 5,404,097
22 Net assets or fund balances. Subtract line 21 from line 20..... 16,185,023 18,767,118
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name MediumBullet

Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ............
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y
Form 990 (2013)
Form 990 (2013)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III ..............
1
Briefly describe the organization’s mission: To unite and focus the community to create measurable results in improving people's lives and strengthening our community.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? ......................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program services? ............................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations 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 $ 4,965,577 including grants of $ 4,406,286 ) (Revenue $ 0 )
Born Learning goal: "Children are cared for and have fun as they become prepared for school." We have three major Born Learning strategies that are helping us achieve the goal that 80% of Dane County young children are at age-expected development and ready to begin school by 2020: (1) home visitation, (2) Play and Learn and (3) developmental screening. We served 307 young children and their families with home visiting in 2013. Home Visitation is in-home education and support to low-income parents of young children facing multiple risk factors to help them nurture their children. Our home visitation programs include the Parent-Child Home Program, Welcome Baby, and KinderReady. We served 1,338 children and 1,162 caregivers at 15 Play and Learns sites in 2013. Play and Learn sessions are weekly early childhood and parent enrichment programs that model for parents how to be their children's first teacher. We administered the Ages and Stages screener for early detection of potential developmental delays to 2,968 children in 2013. Our lead partners on these three Born Learning initiatives include Access Community Health Centers, Center for Families, Children's Hospital - Community Services Division, Community Coordinated Child Care, and the Literacy Network. Academic Achievement goal: "Students succeed academically and graduate from high school, regardless of race. Our major initiatives in this area are tutoring and academic support programs at the elementary, middle and high school levels to help increase the graduation rate in Dane County to 95% by 2020, with an interim goal of 93.2% by 2016. To help all children succeed in school, the Schools of Hope literacy tutoring mobilized 852 volunteers to tutor 2,828 students at elementary schools in Madison, Middleton/Cross Plains and Sun Prairie. Centro Hispano is the lead agency partner on elementary tutoring. The result: 96% of teachers report volunteers contributed to increase in student skills. In addition we partnered with neighborhood and school-based programs aligned with our vision to promote academic achievement and engagement for more than 2,300 children and youth, including Big Brother Big Sisters, Cambridge Youth Centers, Deerfield Community Center, East Madison Community Center, Goodman Community Center, Kennedy Height Community Center, Literacy Network, Lussier Community Education Center, Madison Schools and Community Recreation, McFarland Community Center, Stoughton Community Center, and Vera Court. We are also working to help middle and high school students succeed in school and life. Our middle school tutoring initiative engaged 569 volunteers to tutor 1,263 students in the Madison, Sun Prairie and Oregon schools. Urban League of Greater Madison is the lead agency partner on middle school tutoring. Our high school tutoring program recruited 196 volunteers to tutor 585 students in the Madison and Middleton schools. Recognizing that students learn best when supported by their parents, more than 600 parents attended programs we organized to model strategies to help children be successful in school. In addition, we partnered with community and school-based programs to promote success in school, work and life for more than 2,440 youth, including Big Brother Big Sisters, Boys and Girls Club, By Youth For Youth, partners, Centro Hispano, East Madison Community Center, Goodman Community Center, Kennedy Heights Neighborhood Center, Salvation Army, Simpson Street Free Press, and Vera Court.
4b (Code:   ) (Expenses $ 4,628,153 including grants of $ 3,734,581 ) (Revenue $ 0 )
United Way engages our community, mobilizes volunteers and strengthens local nonprofits to achieve measurable results and change lives. Our volunteer engagement goal is "To increase volunteerism to 800,000 hours in Agenda for Change programs 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 2013, volunteers provided over 496,000 hours of volunteer service dedicated to advancing the Agenda for Change. Nearly 26,000 visitors searched VolunteerYourTime.org to get connected with a volunteer opportunity in Dane County that matched their interest, skills and time availability. 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. In 2013, 250 agency staff and board members participated in our training programs. In 2013, United Way 2-1-1 received 51,881 calls for help in areas including food, rent utilities, support groups, health and dental services, employment and much more. 2-1-1 is available 24 hours a day, seven days a week and is staffed by trained specialists who help individuals and families access health and human services. 2-1-1 was a key partner in the implementation of our HealthConnect initiative (see Healthy for Life section above). Over 4,700 callers were offered preventative healthcare resources through 2-1-1.
4c (Code:   ) (Expenses $ 3,116,955 including grants of $ 2,878,774 ) (Revenue $ 0 )
Basic Needs goal: "There is a decrease in family homelessness." We have four primary strategies to reduce family homelessness and the number of children in shelter by 50% in Dane County from 2007 to 2015: (1) provide quality housing case management and eviction prevention, (2) increase financial literacy, (3) increase access to free food, and (4) provide direct access to housing through Housing First. Among the results of our work in 2013: (1) 2,330 families and individuals received case management to remain stably housed, (2) More than 3,000 tax filers were assisted in filing state and federal taxes returning $4.278 million in refund dollars and $1.567 million in Earned Income Tax Credits to low-income individuals and families and 1,467 households learned financial literacy skills, (3) 8 million pounds of food were distributed to 150,000 households, a 60% increase from 2006, and (4) 163 families were stably housed in our Housing First programs eliminating their time in shelter and improving potential for their children's' school success. Lead partners in this work include the Community Action Coalition for South-central Wisconsin, Domestic Abuse Intervention Services, the Financial Education Center, Habitat for Humanity, Porchlight, The Road Home, Second Harvest of Southern Wisconsin, and YWCA of Madison.
(Code:   ) (Expenses $ 1,859,424 including grants of $ 1,642,371 ) (Revenue $ 0 )
Healthy for Life goal: "Health issues are identified and treated early." We have three main strategies in this area: (1) providing access to behavioral health services, (2) providing access to physical health services, and (3) providing access to dental services. Connecting people who have low incomes and are uninsured with health care and dental homes is a primary strategy and proven best practice. 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. A top priority in this area is our work to identify and treat behavioral and mental health issues that keep children and youth connected to school, families and the community and on-track for graduation. During the 2012-2013 school year, 2,748 sixth graders were screened for behavioral health issues and referred as needed for treatment. In addition, the FACE-Kids program conducted 102 behavioral health groups for 655 students in 44 schools and 6 off-site locations in 9 Dane County school districts. In addition, more than 2,530 students received mental health support and treatment through partnerships with Agrace, Canopy Center, Catholic Charities, Children's Hospital- Community Services Division, Community Partnerships, Family Services, Hancock Center, and Journey Mental Health and YMCA. In 2013, through United Way's support, 2,800 children and 294 pregnant women received preventive dental care, 1,742 children ages five and under received a well-child exam during the year, and 995 diabetics improved the management of their disease as a result of being connected with a community-based medical home. We partner with multiple health agencies including Access Community Health Centers, Triangle Community Ministry, the AIDS Network, American Heart Association, and Community Health Charities. In addition, United Way's new HealthConnect premium assistance program allowed 91 low-income individuals in 2013 to become or remain insured by paying their 2014 premiums for plans purchased through the Health Insurance Marketplace.
(Code:   ) (Expenses $ 1,229,766 including grants of $ 1,090,563 ) (Revenue $ 0 )
Safe Community Strong Neighborhoods goals are: "There is a reduction in violence toward individuals and families" and "More people are on pathways out of poverty." We have two main strategies in this area" (1) the HIRE Education Employment Initiative and the (2) Journey Home program. The HIRE initiative keeps our community safe and people on pathways out of poverty by helping them complete a high school diploma, improve their employment and life skills, as well as train for and secure new or improved employment .employment. The initiative began in April of 2013 and within the first 8 months we were able to help 227 people get a diploma, 132 people find employment, and 12 pass their apprenticeship exam for a skilled trade. Our HIRE partners who prepare individuals for their high school diploma and teach employability skills are Literacy Network, Madison College, Madison-Area Urban Ministry, Omega School, and Vera Court. Our HIRE partners who teach employability Skills and provide employment training and placement are Centro Hispano, Urban League ,League, Vera Court, and, and the YWCA. Another partner on employment issues is the Madison Apprenticeship Program. The 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. In 2013, Journey Home provided services for 676 individuals, including intensive one-to-one services to 71 individuals, only four of whom returned to prison. In 2013, Journey Home participants are returning to prison at a rate of 5.6% ; since the Journey Home program was launched to serve all returning prisoners to Dane County, the return-to-prison rate for Dane County has decreased from 66% (in 2006) to 19% (in 2012). Our lead partner on Journey Home is Madison-Area Urban Ministry. Other partners on our work to help children, youth, women, men and the community remain safe include American Red Cross, Canopy Center, Centro Hispano, Dane County CASA, Domestic Abuse Intervention Services, Family Services, Rainbow Project, Youth Services of South-central Wisconsin, and the YWCA of Madison.
(Code:   ) (Expenses $ 1,133,204 including grants of $ 964,963 ) (Revenue $ 0 )
Self-Reliance and Independence goal: "Seniors and people with disabilities are able to stay in their homes." To achieve our 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 we are focusing on two primary strategies: (1) identify seniors at risk of Adverse Drug Events (ADE) and provide them with comprehensive medication reviews and appropriate follow-up and (2) identify seniors at risk of falls and provide falls prevention programs and home assessments with follow-up. Falls and adverse drug events are the two primary preventable causes of emergency room visits and hospitalizations for older adults. In 2013, in partnership with the Wisconsin Pharmacy Quality Collaborative, we provided 257 comprehensive medication reviews to older adults, whose average age was 78. The Safety Assessments for the Elderly (S.A.F.E.) at Home program provided 240 low-income seniors at high fall risk with in-home assessments of their physiological limitations and hazards. Their average age was 82. Out of these assessments came 947 recommendations. Most importantly, the fall rate for our participants post-assessment was 17.2% compared to the national average of 50% for seniors over 80 years old. Our partner on this work is Home Health United. In addition, we supported a variety of important falls prevention programs for 468 seniors ages 65 and older in 2013, such as Exercise and Balancing Classes, Walking Club, Stretch and Strength and Tai Chi. Our partner agencies on these programs include the Catholic Charities, Goodman Community Center, and Northwest Dane Senior Services. We also support case management, nutrition and personal care programs for more than 3,100 seniors. Partner agencies include Agrace, Colonial Club, Jewish Social Services, Journey Mental Health, DeForest Area Community and Senior Center, East Madison-Monona Coalition of the Aging, Independent Living, Middleton Outreach Ministry, North-Eastside Senior Coalition, South Madison Coalition of the Elderly and West Madison Senior Coalition. In 2013 we also worked in partnership with multiple agencies supporting more than 2,150 children, youth and adults with disabilities to remain independent, including Access to Independence, Cornucopia, Epilepsy Foundation, Independent Living, Jewish Social Services, Lutheran Social Services, and NAMI Dane County.
4d Other program services (Describe in Schedule O.)
(Expenses $ 4,222,394 including grants of $ 3,697,897 ) (Revenue $ 0 )
4e Total program service expensesMediumBullet16,933,079
Form 990 (2013)
Form 990 (2013)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule AClick to see attachment........................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? Click to see attachment...
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part I..........
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part II........
4
 
No
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If "Yes," complete Schedule C,
Part III............................
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part I........................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part II...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes," complete Schedule D, Part III ....................
8
 
No
9
Did the organization report an amount in Part X, line 21 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..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? If "Yes," complete Schedule D, Part VClick to see attachment......
10
Yes
 
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10?
If "Yes," complete Schedule D, Part VI.Click to see attachment...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VII.......
11b
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIII.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IX............
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part XClick 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
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E....
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States?.....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........
14b
 
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I (see instructions)....
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............ Click to see attachment
18
Yes
 
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III................... Click to see attachment
19
Yes
 
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
Form 990 (2013)
Form 990 (2013)
Page 4
Part IV
Checklist of Required Schedules (continued)
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II... Click to see attachment
21
Yes
 
22
Did the organization report more than $5,000 of grants or other assistance to individuals in the United States on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........
22
 
No
23
Did the organization answer "Yes" to Part VII, Section A, 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
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a................
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds?......................
24c
 
 
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I........
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I...................
25b
 
No
26
Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons? If so, complete Schedule L, Part II....................
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part III.........
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV ..........................
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If "Yes,"
complete Schedule L, Part IV.....................
28b
 
No
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner? If "Yes," complete Schedule L, Part IV...
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..Click to see attachment
29
Yes
 
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M.............
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N,
Part I...........................
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II......................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I........
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1........................ Click to see attachment
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
Yes
 
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2... Click to see attachment
35b
Yes
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2.............
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VI
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2013)
Form 990 (2013)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V ..............
Yes
No
1a
Enter the number reported in Box 3 of Form 1096 Enter -0- if not applicable ..
1a
4
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable .
1b
1
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
82
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
 
No
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
 
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)?..........................
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts.
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions?...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?........................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?....................
7a
 
No
b
If "Yes," did the organization notify the donor of the value of the goods or services provided?.....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?...........................
7c
 
No
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?............................
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?............................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess business holdings at any time during the year?............
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the organization make any taxable distributions under section 4966?..........
9a
 
 
b
Did the organization make a distribution to a donor, donor advisor, or related person?.......
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year. ....................
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
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
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
Form 990 (2013)
Form 990 (2013)
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 or note to any line in this Part VI ..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year .....................
1a
34
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.
b
Enter the number of voting members included in line 1a, above, who are independent ...................
1b
34
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
 
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? ...........................
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
Yes
 
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
Yes
 
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
Yes
 
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .........................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe in Schedule O how this was done.......................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
WI
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, physical address, and telephone number of the person who possesses the books and records of the organization:
MediumBulletRick C SpielUnited Way of Dane County Inc2059 Atwood AveMadisonWI53704 (608) 246-4352
Form 990 (2013)
Form 990 (2013)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line 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.

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

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

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

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related 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
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) Michael E Victorson........................................................................
Board Chair
 1
.......................0 		X   X       0 0 0
(2) Nick Meriggioli........................................................................
Board Vice Chair
 1
.......................0 		X   X       0 0 0
(3) Dave K Stark........................................................................
Board Secretary/Treasurer
 1
.......................0 		X   X       0 0 0
(4) Darrell Bazzell........................................................................
Board Member
 1
.......................0 		X           0 0 0
(5) Ryan E Behling........................................................................
Board Member
 1
.......................0 		X           0 0 0
(6) Anna Marie Burish........................................................................
Board Member
 1
.......................0 		X           0 0 0
(7) Jennifer Cheatham........................................................................
Board Member
 1
.......................0 		X           0 0 0
(8) Tim Culver........................................................................
Board Member
 1
.......................0 		X           0 0 0
(9) Greg Dombrowski........................................................................
Board Member
 1
.......................0 		X           0 0 0
(10) Dan Frazier........................................................................
Board Member
 1
.......................0 		X           0 0 0
(11) Enid Glenn........................................................................
Board Member
 1
.......................0 		X           0 0 0
(12) Brenda Gonzalez........................................................................
Board Member
 1
.......................0 		X           0 0 0
(13) Fritz Grutzner........................................................................
Board Member
 1
.......................0 		X           0 0 0
(14) Kevin Gundlach........................................................................
Board Member
 1
.......................0 		X           0 0 0
(15) Mike Hamerlik........................................................................
Board Member
 1
.......................0 		X           0 0 0
(16) Kevin Heppner........................................................................
Board Member
 1
.......................0 		X           0 0 0
(17) Patricia Kampling........................................................................
Board Member
 1
.......................0 		X           0 0 0
Form 990 (2013)
Form 990 (2013)
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
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) Gretchen R Lowe........................................................................
Board Member
 1
.......................0 		X           0 0 0
(19) Richard M Lynch........................................................................
Board Member
 1
.......................0 		X           0 0 0
(20) Deirdre A Morgan........................................................................
Board Member
 1
.......................0 		X           0 0 0
(21) Michael L Morgan........................................................................
Board Member
 1
.......................0 		X           0 0 0
(22) Douglas S Nelson........................................................................
Board Member
 1
.......................0 		X           0 0 0
(23) Lucia Nunez........................................................................
Board Member
 1
.......................0 		X           0 0 0
(24) Rajesh Rajaraman........................................................................
Board Member
 1
.......................0 		X           0 0 0
(25) Dan Rashke........................................................................
Board Member
 1
.......................0 		X           0 0 0
(26) Anne E Ross........................................................................
Board Member
 1
.......................0 		X           0 0 0
(27) Sam Rovit........................................................................
Board Member
 1
.......................0 		X           0 0 0
(28) Jack C Salzwedel........................................................................
Board Member
 1
.......................0 		X           0 0 0
(29) Kim M Sponem........................................................................
Board Member
 1
.......................0 		X           0 0 0
(30) Doug Strub........................................................................
Board Member
 1
.......................0 		X           0 0 0
(31) Tim J Sullivan........................................................................
Board Member
 1
.......................0 		X           0 0 0
(32) Maryann Sumi........................................................................
Board Member
 1
.......................0 		X           0 0 0
(33) Karen E Timberlake........................................................................
Board Member
 1
.......................0 		X           0 0 0
(34) Gary Wolter........................................................................
Board Member
 1
.......................0 		X           0 0 0
(35) Leslie Ann Howard........................................................................
President/CEO (see schedule J) sec B, 1 & 2
 41
.......................4 		    X       212,121 0 31,656
(36) Leslie Ann Howard........................................................................
President/CEO (see schedule J) Sec B, 3
 41
.......................4 		    X       241,261 0 0
(37) Rick C Spiel........................................................................
Executive VP-Chief Financial Officer
 40
.......................5 		    X       121,227 0 25,914
(38) Deedra Atkinson........................................................................
Senior VP of Community Impact
 40
.......................0 		      X     126,160 0 10,942
(39) Renee Moe Salus........................................................................
Executive VP of Resource Development and Marketing
 40
.......................0 		      X     107,745 0 25,206
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 808,514 0 93,718
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organizationMediumBullet4
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet0
Form 990 (2013)
Form 990 (2013)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII .............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512-514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a 440,833
b Membership dues....1b 0
c Fundraising events....1c 582,664
d Related organizations...1d 103,088
e Government grants (contributions)1e 673,221
f All other contributions, gifts, grants, and
similar amounts not included above1f 		17,752,177
g Noncash contributions included in lines
1a-1f:$ 		817,513
h Total. Add lines 1a-1f.......MediumBullet 19,551,983
Program Service RevenueAmt Business Code
2a
b
c
d
e
f All other program service revenue .        
g Total. Add lines 2a–2f........MediumBullet 0
OtherAmt RevenueAmt 3 Investment income (including dividends, interest, and other similar amounts).......MediumBullet 15,995 0 0 15,995
4 Income from investment of tax-exempt bond proceeds..MediumBullet 0 0 0 0
5 Royalties...........MediumBullet 0 0 0 0
(i) Real (ii) Personal
6a Gross rents 56,749 0
b Less: rental expenses 99,464 0
c Rental income or (loss) -42,715 0
d Net rental income or (loss).......MediumBullet -42,715 0 0 -42,715
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 828,210 0
b Less: cost or other basis and sales expenses 825,892 0
c Gain or (loss) 2,318 0
d Net gain or (loss)..........MediumBullet 2,318 0 0 2,318
8a Gross income from fundraising events (not including
$ 582,664
of contributions reported on line 1c). See Part IV, line 18 ..
a 297,983
b Less: direct expenses ...b 303,317
c Net income or (loss) from fundraising events..MediumBullet -5,334 0 -5,334
9a Gross income from gaming activities.
See Part IV, line 19 ...
a 62,709
b Less: direct expenses ...b 10,613
c Net income or (loss) from gaming activities...MediumBullet 52,096 0 0 52,096
10a Gross sales of inventory, less
returns and allowances .
a  
b Less: cost of goods sold ..b  
c Net income or (loss) from sales of inventory..MediumBullet        
Miscellaneous Revenue Business Code
11a Other Miscellaneous Revenue 900099 76,230 76,230 0 0
b            
c            
d All other revenue .... 0 0 0 0
e Total. Add lines 11a–11d ...... MediumBullet 76,230
12 Total revenue. See Instructions......MediumBullet 19,650,573 76,230 0 22,360
Form 990 (2013)
Form 990 (2013)
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 or note to any line 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 14,717,538 14,717,538
2 Grants and other assistance to individuals in the United States. See Part IV, line 22 0 0
3 Grants and other assistance to governments, organizations, and individuals outside the United States. See Part IV, lines 15 and 16 0 0
4 Benefits paid to or for members 0 0
5 Compensation of current officers, directors, trustees, and key employees .... 674,700 309,360 123,787 241,553
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .... 0 0 0 0
7 Other salaries and wages 2,157,838 972,495 406,342 779,001
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 208,316 91,413 44,269 72,634
9 Other employee benefits ....... 481,315 205,740 104,808 170,767
10 Payroll taxes ........... 212,937 95,572 38,650 78,715
11 Fees for services (non-employees):        
a Management ...... 0 0 0 0
b Legal ......... 0 0 0 0
c Accounting ........... 33,215 0 33,215 0
d Lobbying ........... 0 0 0 0
e Professional fundraising services. See Part IV, line 17 0 0
f Investment management fees ...... 0 0 0 0
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) ........ 63,294 40,345 6,325 16,624
12 Advertising and promotion .... 246,522 95,206 14,292 137,024
13 Office expenses ....... 9,409 6,972 574 1,863
14 Information technology ...... 34,841 16,733 7,352 10,756
15 Royalties .. 0 0 0 0
16 Occupancy ........... 161,383 68,375 29,139 63,869
17 Travel ............ 86,445 50,003 14,666 21,776
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ......        
19 Conferences, conventions, and meetings .... 48,120 12,364 27,046 8,710
20 Interest ........... 0 0 0 0
21 Payments to affiliates ....... 168,666 71,092 32,620 64,954
22 Depreciation, depletion, and amortization ..... 131,844 56,387 21,702 53,755
23 Insurance .............. 1,708 721 330 657
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 123,522 50,783 20,402 52,337
b Postage and Shipping 32,566 3,574 5,294 23,698
c Membership Dues 25,187 10,689 4,905 9,593
d
e All other expenses 118,049 57,717 23,123 37,209
25 Total functional expenses. Add lines 1 through 24e 19,737,415 16,933,079 958,841 1,845,495
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2013)
Form 990 (2013)
Page 11
Part X Balance Sheet Check if Schedule O contains a response or note to any line in this Part X ..............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash–non-interest-bearing ............. 250 1 250
2 Savings and temporary cash investments ......... 7,858,022 2 8,741,093
3 Pledges and grants receivable, net ........... 10,548,312 3 10,671,090
4 Accounts receivable, net ............. 318,856 4 1,100,600
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 .......... 57,478 9 126,077
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 4,765,186
b Less: accumulated depreciation ..... 10b 2,164,741 2,639,779 10c 2,600,445
11 Investments—publicly traded securities .......... 24,916 11 8,092
12 Investments—other securities. See Part IV, line 11 ..... 711,708 12 916,212
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 ........... 5,355 15 7,356
16 Total assets. Add lines 1 through 15 (must equal line 34)...... 22,164,676 16 24,171,215
Liabilities 17 Accounts payable and accrued expenses ......... 466,705 17 311,273
18 Grants payable ................. 5,139,294 18 4,918,992
19 Deferred revenue ................ 0 19 0
20 Tax-exempt bond liabilities ............. 0 20 0
21 Escrow or custodial account liability. Complete Part IV of Schedule D.. 0 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.......... 0 22 0
23 Secured mortgages and notes payable to unrelated third parties .. 0 23 0
24 Unsecured notes and loans payable to unrelated third parties .... 0 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.................... 373,654 25 173,832
26 Total liabilities. Add lines 17 through 25......... 5,979,653 26 5,404,097
Net Assets or Fund Balance Organizations that follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets .............. 4,484,315 27 4,568,703
28 Temporarily restricted net assets ........... 11,700,708 28 14,198,415
29 Permanently restricted net assets ........... 0 29 0
Organizations that do not follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds ........   30  
31 Paid-in or capital surplus, or land, building or equipment fund .....   31  
32 Retained earnings, endowment, accumulated income, or other funds   32  
33 Total net assets or fund balances ........... 16,185,023 33 18,767,118
34 Total liabilities and net assets/fund balances ........ 22,164,676 34 24,171,215
Form 990 (2013)
Form 990 (2013)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI ..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
19,650,573
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
19,737,415
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
-86,842
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
16,185,023
5
Net unrealized gains (losses) on investments ...............
5
79,109
6
Donated services and use of facilities .................
6
0
7
Investment expenses .....................
7
0
8
Prior period adjustments .....................
8
0
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
2,589,828
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
18,767,118
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII .............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
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:
b
Were the organization’s financial statements audited by an independent accountant?
2b
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:
c
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?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?
3a
Yes
 
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
Yes
 
Form 990 (2013)
Form 990, Special Condition Description:
Special Condition Description
Additional Data


Software ID: 13000241
Software Version: v1.00
SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ. right arrow See separate instructions.
right arrow Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
Name of the organization
UNITED WAY OF DANE COUNTY INC
 
Employer identification number

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

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
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) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .... 18,145,159 18,205,774 19,262,495 18,922,161 19,551,983 94,087,572
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 18,145,159 18,205,774 19,262,495 18,922,161 19,551,983 94,087,572
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).. 1,677,955
6 Public support. Subtract line 5 from line 4. 92,409,617
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (f) Total
7 Amounts from line 4.. 18,145,159 18,205,774 19,262,495 18,922,161 19,551,983 94,087,572
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... 124,480 120,268 87,455 86,714 72,744 491,661
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.).. 75,922 77,607 72,473 70,781 76,230 373,013
11 Total support (Add lines 7 through 10). 94,952,246
12
12
0
13
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
14
14
97.322 %
15
15
97.241 %
16a
b
17a
b
18
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) 2013
Schedule A (Form 990 or 990-EZ) 2013
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) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (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) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.) ..            
13 Total support. (Add lines 9, 10c, 11, and 12.)..            
14
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 4
Part IV
Supplemental Information. 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
 
 
 
 
Schedule A (Form 990 or 990-EZ) 2013

Additional Data


Software ID: 13000241
Software Version: v1.00
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors
Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
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





Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......................... Arrow Bullet $  
Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
Form 990-EZ or on its Form 990PF, Part I, line 2, 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) (2013)

Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
Page 2
Name of organization
UNITED WAY OF DANE COUNTY INC
  		Employer identification number

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

   
RESTRICTED
RESTRICTED
RESTRICTED, RESTRICTEDRESTRICTED

$RESTRICTED


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

   
 
 

$  


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

   
 
 

$  


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

   
 
 

$  


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

   
 
 

$  


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

   
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
Page 3
Name of organization
UNITED WAY OF DANE COUNTY INC
  		Employer identification number

39-0817532
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
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 (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

Additional Data


Software ID: 13000241
Software Version: v1.00
SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," to Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b
SchDMd Bullet Attach to Form 990. SchDMd Bullet See separate instructions. SchDMd Bullet Information about Schedule D (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
UNITED WAY OF DANE COUNTY INC
 
Employer identification number

39-0817532
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .........    
2 Aggregate contributions to (during year) ...    
3 Aggregate grants from (during year) .....    
4 Aggregate value at end of year ........    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ....................... 2a  
b Total acreage restricted by conservation easements .................. 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 8/17/06, and not on a historic structure listed in the National Register .................... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and
enforcement of the conservation easements it holds? .............................
6
Staff and volunteer hours devoted to monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .......................................
9
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.
1a
If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:
(i)
Revenues included in Form 990, Part VIII, line 1 ........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ..............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 (ASC 958) relating to these items:
a
Revenues included in Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2013

Schedule D (Form 990) 2013
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
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):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?........
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990,
Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b
If "Yes," explain the arrangement in Part XIII and complete the following table:
Amount
c Beginning balance ................................. 1c  
d Additions during the year .............................. 1d  
e Distributions during the year ............................. 1e  
f Ending balance ................................... 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21? .....................
b
If "Yes," explain the arrangement in Part 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 .... 5,547,108 4,714,160 4,269,835 3,898,508 3,196,622
b Contributions ........ 97,253 436,620 417,796 91,801 55,045
c Net investment earnings, gains, and losses 905,538 561,540 179,218 413,644 699,431
d Grants or scholarships ..... 0 0 0 0 0
e Other expenditures for facilities
and programs ........ 		216,206 165,212 152,689 134,118 52,590
f Administrative expenses .... 0 0 0 0 0
g End of year balance ...... 6,333,693 5,547,108 4,714,160 4,269,835 3,898,508
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet89 %
b
Permanent endowment SchDMd Bullet7 %
c
Temporarily restricted endowment SchDMd Bullet4 %
The percentages in lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations ........................
3a(i)
 
No
(ii) related organizations ........................
3a(ii)
Yes
 
b
If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
Yes
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11a. 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 1,189,041 2,307,525
c Leasehold improvements ............ 0 9,645 4,090 5,555
d Equipment ................ 0 776,233 642,679 133,554
e Other ................. 0 355,149 328,931 26,218
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......SchDMdBullet 2,600,445
Schedule D (Form 990) 2013

Schedule D (Form 990) 2013
Page 3
Part VII
Investments—Other Securities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11b. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)		 (b)Book value (c) Method of valuation:
Cost or end-of-year market value
(1)Financial derivatives    
(2)Closely-held equity interests    
Other








Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet  
Part VIII
Investments—Program Related. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
Federal income taxes 0
Deferred Compensation 173,832








Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 173,832
2. Liability for uncertain tax positions 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) 2013

Schedule D (Form 990) 2013
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
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. Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
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
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.
Return Reference Explanation
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.
Schedule D, Part X, Line 2 The Corporation is exempt from federal income tax under Section 501(c)(3) of the Internal Revenue Code. The Corporation is also exempt from state income and franchise taxes. The Corporation follows the provisions of the Uncertainty in Income Taxes Section of the Income Taxes Topic of the FASB Accounting Standards Codification. These provisions address the determination of whether tax benefits claimed or expected to be claimed on a tax return should be recorded in the financial statements. The Corporation files a Form 990 (Return of Organization Exempt from Income Tax) annually. When these returns are filed it is highly certain that some positions taken would be sustained upon examination by the taxing authorities, while others are subject to uncertainty about the merits of the position taken or the amount of the position that would ultimately be sustained. Examples of tax positions include such matters as the following; the tax exempt status of the Corporation and various positions relative to potential sources of unrelated business taxable income (UBIT). UBIT is reported on 990T, as appropriate. The benefit of a tax position is recognized in the financial statements in the period during which, based on all available evidence, management believes that it is more likely than not that the position will be sustained upon examination, including the resolution of appeals or litigation processes, if any. As of December 31, 2013, there were no unrecognized tax benefits identified or recorded as liabilities. Forms 990 filed by the Corporation are subject to examination by the Internal Revenue Service up to three years from the extended due date of each return. Forms 990 filed by the Corporation are no longer subject to examination for the years 2009 and prior.
Schedule D (Form 990) 2013

Additional Data


Software ID: 13000241
Software Version: v1.00




SCHEDULE G (Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Supplemental Information Regarding
Fundraising or Gaming Activities
Complete if the organization answered "Yes" to Form 990, Part IV, lines 17, 18, or 19, or if the organization entered more than $15,000 on Form 990-EZ, line 6a. right arrowAttach to Form 990 or Form 990-EZ. right arrowSee separate instructions.
right arrowInformation about Schedule G (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
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.
Form 990-EZ filers are not required to complete this part.
1
Indicate whether the organization raised funds through any of the following activities. Check all that apply.
a e
b f
c g
d
2a
Did the organization have a written or oral agreement with any individual (including officers, directors, trustees
or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services?
b
If "Yes," list the ten highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is
to be compensated at least $5,000 by the organization.
(i) Name and address of individual
or entity (fundraiser) 		(ii) Activity (iii) Did fundraiser have custody or control of contributions? (iv) Gross receipts
from activity 		(v) Amount paid to
(or retained by)
fundraiser listed in
col. (i) 		(vi) Amount paid to
(or retained by)
organization
Yes No
             
             
             
             
             
             
             
             
             
             
Total .................right arrow      
3
List all states in which the organization is registered or licensed to solicit contributions 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) 2013
Schedule G (Form 990 or 990-EZ) 2013
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))
VerticalRevenue 1 Gross receipts . . . 738,353 32,906 109,388 880,647
2 Less: Contributions . . 582,664 0 0 582,664
3 Gross income (line 1
minus line 2) . . . 		155,689 32,906 109,388 297,983
VerticalDirectExpenses 4 Cash prizes . . . 0 0 0 0
5 Noncash prizes . . 297 0 3,894 4,191
6 Rent/facility costs . . 310 0 22,180 22,490
7 Food and beverages . 3,711 0 33,929 37,640
8 Entertainment . . . 0 0 2,080 2,080
9 Other direct expenses . 161,155 26,013 49,748 236,916
10 Direct expense summary. Add lines 4 through 9 in column (d) ........... right arrow 303,317
11 Net income summary. Subtract line 10 from line 3, column (d)........... right arrow -5,334
Part III
Gaming. Complete if the organization answered "Yes" to Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a.
VerticalRevenue (a) Bingo (b) Pull tabs/Instant
bingo/progressive bingo 		(c) Other gaming (d) Total gaming (add col.(a) through col.(c))
1 Gross revenue . . . . 0 0 62,709 62,709
VerticalDirectExpenses 2 Cash prizes . . . . 0 0 0 0
3 Non-cash prizes . . . 0 0 10,613 10,613
4 Rent/facility costs . . . 0 0 0 0
5 Other direct expenses . . 0 0 0 0
6 Volunteer labor . . .
%
%
100 %
7 Direct expense summary. Add lines 2 through 5 in column (d) ........... right arrow 10,613
8 Net gaming income summary. Subtract line 7 from line 1, column (d) ......... right arrow 52,096
9
Enter the state(s) in which the organization operates gaming activities: WI
a
Is the organization licensed to operate gaming activities in each of these states? ............
b
If "No," explain:
 
10a
Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? .....
b
If "Yes," explain:
 
Schedule G (Form 990 or 990-EZ) 2013
Schedule G (Form 990 or 990-EZ) 2013
Page 3
11
Does the organization operate gaming activities with nonmembers? .................
12
Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity
formed to administer charitable gaming? ..........................
13
Indicate the percentage of gaming activity operated in:
a
The organization's facility ......................
13a
0 %
b
An outside facility ........................
13b
100 %
14
Enter the name and address of the person who prepares the organization's gaming/special events books and records:
Name right arrow
Bill Monkemeyer
Address right arrow
2059 Atwood Avenue
Madison,WI53704
15a
Does the organization have a contract with a third party from whom the organization receives gaming
revenue? ......................................
b
If "Yes," enter the amount of gaming revenue received by the organization right arrow $   and the
amount of gaming revenue retained by the third party right arrow $   .
c
If "Yes," enter name and address of the third party:
Name right arrow
Address right arrow
 
 
16
Gaming manager information:
Name right arrow
Renee Moe
Gaming manager compensation right arrow $ 1,432
Description of services provided right arrow
Supervises and manages the gaming operations.
17
Mandatory distributions:
a
Is the organization required under state law to make charitable distributions from the gaming proceeds to
retain the state gaming license? ............................
b
Enter the amount of distributions required under state law distributed to other exempt organizations or spent
in the organization's own exempt activities during the tax year right arrow$ 0
Part IV
Supplemental Information. 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).
Return Reference Explanation
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) 2013
Additional Data


Software ID: 13000241
Software Version: v1.00
Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," to Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990
lBullet Information about Schedule I (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
Name of the organization
UNITED WAY OF DANE COUNTY INC
 
Employer identification number
39-0817532
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ....................................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Governments and Organizations in the United States. Complete if the organization answered "Yes" to
Form 990, Part IV, line 21, for any recipient that received more than $5,000. 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 (e) Amount of non-cash
assistance		 (f) Method of valuation
(book, FMV, appraisal,
other)		 (g) Description of
non-cash assistance		 (h) Purpose of grant
or assistance
(1) Meriter Foundation
202 S Park St
Madison,WI53715 		23-7098688 501c3 6,113       Program Operating Cost/Donor Designation for General Support
(2) Madison Area Rehabilitation Centers
901 Post Rd
Madison,WI53713 		39-0968930 501c3 5,042       Donor Designation for General Support
(3) Care Wisconsin
PO Box 8693
Madison,WI53708 		39-1245329 501c3 5,073       Donor Designation for General Support
(4) Community Work Services
3240 University Ave Ste 5
Madison,WI53705 		39-1498287 501c3 5,415       Donor Designation for General Support
(5) Mount Horeb Youth Center
105 N Grove St
Mt Horeb,WI53572 		45-5558011 501c3 6,248       Program Operating Cost/Donor Designation for General Support
(6) Family Support and Resource Centers
101 Nob Hill Rd Ste 201
Madison,WI53713 		39-1533767 501c3 6,312       Donor Designation for General Support
(7) Wil-Mar Neighborhood Center
953 Jenifer St
Madison,WI53703 		39-1796793 501c3 6,739       Donor Designation for General Support
(8) Madison Children's Museum
100 N Hamilton St
Madison,WI53703 		39-1383497 501c3 9,107       Donor Designation for General Support
(9) Worker Center
2300 S Park St Ste 6
Madison,WI53713 		41-2227413 501c3 9,156       Program Operating Cost/Donor Designation for General Support
(10) Safe Harbor Child Advocacy Center Inc
1457 E Washington Ave Ste 102
Madison,WI53703 		39-2004933 501c3 9,411       Donor Designation for General Support
(11) Cambridge Area Youth Center
PO Box 54
Cambridge,WI53523 		39-1924511 501c3 9,470       Program Operating Cost/Donor Designation for General Support
(12) Stoughton Youth Center
518 S Fourth Street
Stoughton,WI53589 		39-6005622 501c3 10,067       Program Operating Cost/Donor Designation for General Support
(13) Hope House Building Corporation
312 Wisconsin Ave
Madison,WI53703 		72-1574555 501c3 11,814       Donor Designation for General Support
(14) Nehemiah Community Development Corp
PO Box 9861
Madison,WI53715 		39-1736091 501c3 12,624       Donor Designation for General Support
(15) East Madison Monona Coalition of the Aging
4142 Monona Dr
Madison,WI53716 		39-1211331 501c3 12,806       Program Operating Cost/Donor Designation for General Support
(16) Deerfield Community Center
PO Box 404
Deerfield,WI53531 		39-1899306 501c3 14,134       Program Operating Cost/Donor Designation for General Support
(17) Girl Scouts of the Black Hawk Council
2710 Ski Ln
Madison,WI53713 		39-0806331 501c3 14,662       Program Operating Cost/Donor Designation for General Support
(18) Madison School Community Recreation
3802 Regent St
Madison,WI53705 		39-2034615 501c3 16,375       Program Operating Cost/Donor Designation for General Support
(19) Madison Apprenticeship Program
PO Box 44842
Madison,WI53711 		39-2016458 501c3 16,548       Program Operating Cost/Donor Designation for General Support
(20) Triangle Community Ministry
755 Braxton Place Apt B109
Madison,WI53715 		39-1425047 501c3 16,562       Program Operating Cost/Donor Designation for General Support
(21) McFarland Youth Center
PO Box 362
McFarland,WI53558 		61-1500763 501c3 16,786       Program Operating Cost/Donor Designation for General Support
(22) Community Coordinated Child Care (4C) in Dane Co
PO Box 45320
Madison,WI53744 		39-1165742 501c3 17,862       Program Operating Cost/Donor Designation for General Support
(23) Pharmacy Society of Wisconsin
701 Heartland Tr
Madison,WI53717 		39-0714490 501c6 18,000       Program Operating Cost
(24) Ronald McDonald House
2716 Marshall Ct
Madison,WI53705 		39-1655790 501c3 18,165       Donor Designation for General Support
(25) Community Partnerships
1334 Dewey Ct
Madison,WI53703 		91-2064768 501c3 19,121       Program Operating Cost/Donor Designation for General Support
(26) Sunshine Place
18 Rickel Rd
Sun Prairie,WI53590 		20-5398498 501c3 20,289       Program Operating Cost/Donor Designation for General Support
(27) Dane County CASA
211 S Carroll St 206
Madison,WI53703 		20-1717869 501c3 20,310       Program Operating Cost/Donor Designation for General Support
(28) Henry Vilas Zoological Society
606 S Randall Ave
Madison,WI53716 		39-6077008 501c3 21,389       Donor Designation for General Support
(29) Hope Haven
702 S High Point Rd
Madison,WI53719 		39-1178878 501c3 22,594       Program Operating Cost/Donor Designation for General Support
(30) Stoughton Area Resource Team
248 W Main St
Stoughton,WI53589 		41-2076251 501c3 23,720       Program Operating Cost/Donor Designation for General Support
(31) Lussier Community Education Center
55 S Gammon Rd
Madison,WI53717 		39-1938173 501c3 23,910       Program Operating Cost/Donor Designation for General Support
(32) Simpson Street Free Press
PO Box 6307
Monona,WI53716 		39-1882258 501c3 24,096       Program Operating Cost/Donor Designation for General Support
(33) Society of St Vincent de Paul
1109 Jonathon Dr
Madison,WI53713 		39-0824876 501c3 24,140       Donor Designation for General Support
(34) AIDS Network Madison
PO Box 731
Madison,WI53701 		39-1548528 501c3 26,123       Program Operating Cost/Donor Designation for General Support
(35) Gilda's Club of Madison
7907 UW Health Court
Middleton,WI53562 		06-1662883 501c3 27,802       Donor Designation for General Support
(36) Cornucopia
306 N Brooks St
Madison,WI53715 		39-1865263 501c3 28,572       Program Operating Cost/Donor Designation for General Support
(37) Hancock Center for Movement Arts & Therapies
16 N Hancock St
Madison,WI53703 		39-1443008 501c3 28,803       Program Operating Cost/Donor Designation for General Support
(38) The River Food Pantry
2201 Darwin Rd
Madison,WI53704 		20-4179749 501c3 30,557       Donor Designation for General Support
(39) Energy Services Inc
1225 S Park St
Madison,WI53715 		39-1443614 501c3 33,733       Donor Designation for General Support
(40) Three Gaits
PO Box 153
Oregon,WI53575 		39-1472538 501c3 35,193       Donor Designation for General Support
(41) South Madison Coalition of the Elderly
128 E Olin Ave Suite 110
Madison,WI53713 		39-1222287 501c3 36,460       Program Operating Cost/Donor Designation for General Support
(42) Friends of the Financial Education Center
2300 S Park St Ste 22
Madison,WI53713 		20-8961015 501c3 36,846       Program Operating Cost/Donor Designation for General Support
(43) DeForest Area Community and Senior Center
505 N Main St
DeForest,WI53532 		39-1371808 501c3 37,099       Program Operating Cost/Donor Designation for General Support
(44) Epilepsy Foundation - South Central Wisconsin
1302 Mendota Street 100
Madison,WI53714 		39-1370658 501c3 37,443       Program Operating Cost/Donor Designation for General Support
(45) Madison Area Technical College
3550 Anderson St
Madison,WI53707 		23-7265867 501c3 38,810       Program Operating Cost
(46) Wisconsin Academy for Graduate Service Dogs
1338 Dewey Ct
Madison,WI53703 		39-1626569 501c3 41,174       Donor Designation for General Support
(47) Kennedy Heights Community Center
199 Kennedy Heights
Madison,WI53704 		39-1519846 501c3 41,569       Program Operating Cost/Donor Designation for General Support
(48) Access to Independence
301 S Livingston St Ste 200
Madison,WI53703 		39-1240200 501c3 42,149       Program Operating Cost/Donor Designation for General Support
(49) Northwest Dane Senior Services
1940 Blue Mounds St Ste 2
Black Earth,WI53515 		39-1691930 501c3 42,784       Program Operating Cost/Donor Designation for General Support
(50) West Madison Senior Coalition
517 N Segoe Rd Ste 309
Madison,WI53705 		39-1222036 501c3 43,409       Program Operating Cost/Donor Designation for General Support
(51) NAMI Dane County
2059 Atwood Ave
Madison,WI53704 		39-1270706 501c3 46,330       Program Operating Cost/Donor Designation for General Support
(52) Lutheran Social Services of WI & Upper Michigan
6314 Odana Rd
Madison,WI53719 		39-0816846 501c3 50,073       Program Operating Cost/Donor Designation for General Support
(53) ARC Community Services
2001 W Beltline Hwy Ste 102
Madison,WI53713 		51-0163796 501c3 50,735       Program Operating Cost/Donor Designation for General Support
(54) North Eastside Senior Coalition
1625 Northport Dr Ste 125
Madison,WI53704 		39-1217221 501c3 61,284       Program Operating Cost/Donor Designation for General Support
(55) East Madison Community Center
8 Straubel Ct
Madison,WI53704 		39-1941839 501c3 61,901       Program Operating Cost/Donor Designation for General Support
(56) Goodman Community Center
149 Waubesa St
Madison,WI53704 		39-1919172 501c3 78,914       Program Operating Cost/Donor Designation for General Support
(57) Rainbow Project
831 E Washington Ave
Madison,WI53703 		39-1422626 501c3 80,403       Program Operating Cost/Donor Designation for General Support
(58) Colonial Club
301 Blankenheim Ln
Sun Prairie,WI53590 		23-7071027 501c3 83,079       Program Operating Cost/Donor Designation for General Support
(59) Middleton Outreach Ministry
7432 Hubbard Ave
Middleton,WI53562 		39-1484945 501c3 90,860       Program Operating Cost/Donor Designation for General Support
(60) Jewish Social Services of Madison
6434 Enterprise Ln
Madison,WI53719 		39-1300430 501c3 147,071       Program Operating Cost/Donor Designation for General Support
(61) Habitat for Humanity of Dane County
PO Box 258128
Madison,WI53725 		39-1592769 501c3 112,552       Program Operating Cost/Donor Designation for General Support
(62) YMCA of Dane County
8001 Excelsior Dr Ste 200
Madison,WI53717 		39-0806253 501c3 121,228       Program Operating Cost/Donor Designation for General Support
(63) Omega School
835 West Badger Rd
Madison,WI53713 		39-1166888 501c3 121,230       Program Operating Cost/Donor Designation for General Support
(64) Operation Fresh Start
1925 Winnebago St
Madison,WI53704 		23-7108090 501c3 123,566       Program Operating Cost/Donor Designation for General Support
(65) Vera Court Neighborhood Center
614 Vera Ct
Madison,WI53704 		39-1945609 501c3 125,958       Program Operating Cost/Donor Designation for General Support
(66) Family Service
128 E Olin Ave Ste 100
Madison,WI53713 		39-0806186 501c3 128,689       Program Operating Cost/Donor Designation for General Support
(67) Canopy Center
2120 Fordem Ave Ste 110
Madison,WI53704 		51-0211908 501c3 130,481       Program Operating Cost/Donor Designation for General Support
(68) Home Health United Xtra Care
4639 Hammersley Road
Madison,WI53711 		39-1539827 501c3 140,675       Program Operating Cost/Donor Designation for General Support
(69) Independent Living
815 Forward Dr
Madison,WI53711 		39-1186642 501c3 151,635       Program Operating Cost/Donor Designation for General Support
(70) Youth Services of Southern Wisconsin
1955 Atwood Avenue
Madison,WI53704 		39-1391737 501c3 159,804       Program Operating Cost/Donor Designation for General Support
(71) Journey Mental Health Center
625 W Washington Ave
Madison,WI53703 		39-0806445 501c3 167,402       Program Operating Cost/Donor Designation for General Support
(72) Agrace HospiceCare
5395 E Cheryl Pkwy
Fitchburg,WI53711 		39-1319537 501c3 172,135       Program Operating Cost/Donor Designation for General Support
(73) Boys & Girls Club of Dane County
2001 Taft St
Madison,WI53713 		39-1925617 501c3 181,322       Program Operating Cost/Donor Designation for General Support
(74) Dane County Humane Society
5132 Voges Rd
Madison,WI53718 		39-0806335 501c3 181,993       Donor Designation for General Support
(75) Madison-Area Urban Ministry
2300 S Park St Ste 5
Madison,WI53713 		23-7298482 501c3 193,148       Program Operating Cost/Donor Designation for General Support
(76) American Red Cross Badger Chapter
PO Box 5905
Madison,WI53705 		39-0806193 501c3 222,494       Program Operating Cost/Donor Designation for General Support
(77) Domestic Abuse Intervention Services
PO Box 1761
Madison,WI53701 		39-1268238 501c3 262,903       Program Operating Cost/Donor Designation for General Support
(78) The Road Home
128 E Olin Ave Ste 202
Madison,WI53713 		31-1618925 501c3 242,538       Program Operating Cost/Donor Designation for General Support
(79) Big Brothers Big Sisters of Dane County
2059 Atwood Ave
Madison,WI53704 		39-1077783 501c3 243,011       Program Operating Cost/Donor Designation for General Support
(80) Literacy Network
1118 S Park St
Madison,WI53715 		51-0180488 501c3 258,367       Program Operating Cost/Donor Designation for General Support
(81) Second Harvest Foodbank of Southern WI
2802 Dairy Drive
Madison,WI53718 		39-1490691 501c3 284,419       Program Operating Cost/Donor Designation for General Support
(82) Community Action Coalition for South Central WI
1717 N Stoughton Rd
Madison,WI53704 		39-1053827 501c3 291,683       Program Operating Cost/Donor Designation for General Support
(83) The Salvation Army of Dane County
630 E Washington Ave
Madison,WI53703 		36-2167910 501c3 303,539       Program Operating Cost/Donor Designation for General Support
(84) Access Community Health Centers
3434 E Washington Ave
Madison,WI53704 		39-1391134 501c3 330,461       Program Operating Cost/Donor Designation for General Support
(85) Porchlight
306 N Brooks St
Madison,WI53715 		39-1579521 501c3 426,994       Program Operating Cost/Donor Designation for General Support
(86) Children's Service Society of Wisconsin
1716 Fordem Ave
Madison,WI53704 		39-0806380 501c3 432,397       Program Operating Cost/Donor Designation for General Support
(87) Urban League of Greater Madison
2222 S Park St Ste 200
Madison,WI53713 		39-1098146 501c3 457,182       Program Operating Cost/Donor Designation for General Support
(88) Centro Hispano of Dane County
810 W Badger Rd
Madison,WI53713 		93-0844812 501c3 494,102       Program Operating Cost/Donor Designation for General Support
(89) Catholic Charities Diocese of Madison
PO Box 46550
Madison,WI53744 		39-0807067 501c3 648,658       Program Operating Cost/Donor Designation for General Support
(90) YWCA of Madison
101 E Mifflin Street
Madison,WI53703 		39-0806303 501c3 844,698       Program Operating Cost/Donor Designation for General Support
(91) Center for Families
2120 Fordem Ave
Madison,WI53704 		39-1624393 501c3 964,676       Program Operating Cost/Donor Designation for General Support
(92) United Way of Green County Inc
PO Box 511
Monroe,WI53566 		39-6060531 501c3 7,202       Donor Designation for General Support
(93) Portage Area United Way
PO Box 354
Portage,WI53901 		23-7166773 501c3 8,218       Donor Designation for General Support
(94) Sauk-Prairie United Way
PO Box 122
Prairie Du Sac,WI53578 		39-1318028 501c3 12,429       Donor Designation for General Support
(95) United Way of Blackhawk Region
205 N Main St Ste 101
Janesville,WI53545 		39-6006734 501c3 17,609       Donor Designation for General Support
(96) Boy Scouts of America
PO Box 14135
Madison,WI53708 		39-1417416 501c3 31,271       Donor Designation for General Support
(97) Madison Public Library Foundation
201 W MIFFLIN ST
Madison,WI53703 		39-1777242 501c3 23,322       Donor Designation for General Support
(98) St John's Lutheran Church
322 East Washington Avenue
Madison,WI53703 		39-1570139 501c3 21,500       Donor Designation for General Support
(99) University of Wisconsin Eau Claire Foundation
105 GARFIELD AVE
Eau Claire,WI54701 		39-0972350 501c3 19,400       Donor Designation for General Support
(100) Pregnancy Helpline Inc of Madison
PO Box 5261
Madison,WI53705 		39-1419746 501c3 18,107       Donor Designation for General Support
(101) BLACKHAWK EVANGELICAL FREE CHURCH INC
9620 Brader Way
Middleton,WI53562 		39-1328199 501c3 13,600       Donor Designation for General Support
(102) University of Wisconsin Whitewater Foundation
800 W Main St
Whitewater,WI53190 		39-6081189 501c3 12,000       Donor Designation for General Support
(103) Foundation for Madison Public Schools
455 SCIENCE DR STE 130
Madison,WI53711 		39-2043104 501c3 8,405       Donor Designation for General Support
(104) Care Net Pregnancy Center of Dane County
1350 MacArthur Rd
Madison,WI53714 		39-1472091 501c3 7,721       Donor Designation for General Support
(105) United Fund of Iowa County
PO BOX 63
Dodgeville,WI53533 		23-7140278 501c3 7,649       Donor Designation for General Support
(106) Aldo Leopold Nature Center
6515 GRAND TETON PLAZA
Madison,WI53719 		39-1786897 501c3 6,596       Donor Designation for General Support
(107) Foundation for Big Brothers Big Sisters of Dane County
2059 Atwood Ave
Madison,WI53704 		39-1576671 501c3 6,235       Donor Designation for General Support
(108) Wisconsin Lutheran Child and Family Services
W175 N11120 Stonewood Drive
Germantown,WI53022 		39-1047224 501c3 5,231       Donor Designation for General Support
(109) Home Health United Foundation
4639 Hammersley Rd
Madison,WI53711 		39-1705111 501c3 5,186       Donor Designation for General Support
(110) American Heart Association
2850 Dairy Dr Ste 300
Madison,WI53718 		13-5613797 501c3 189,159       Donor Designation for General Support
(111) Community Health Charities of Wisconsin
6737 W Washington St Ste 2253
West Allis,WI53214 		39-1261126 501c3 850,434       Donor Designation for General Support
(112) Beth Israel Center
1406 Mound St
Madison,WI53711 		13-1659707 501c3 30,000       Donor Designation for General Support
(113) Congregation Shaarei Shamayim
PO Box 55061
Madison,WI53705 		39-1678580 501c3 30,000       Donor Designation for General Support
(114) UW Hillel Foundation
611 LANGDON ST
Madison,WI53703 		39-2035142 501c3 30,000       Donor Designation for General Support
(115) Madison Jewish Community Day School
2702 Arbor Drive
Madison,WI53711 		30-0469084 501c3 25,000       Donor Designation for General Support
(116) Temple Beth El
2702 ARBOR DR
Madison,WI53711 		39-6007966 501c3 30,000       Donor Designation for General Support
(117) Dean Foundation
2711 Allen Blvd
Middleton,WI53562 		39-1546086 501c3 27,935       Donor Designation for General Support
(118) United Way of Dane County Foundation
2059 Atwood Ave
Madison,WI53704 		39-1763471 501c3 46,357       Donor Designation for General Support
(119) University of Wisconsin Foundation
1848 UNIVERSITY AVE
Madison,WI53726 		39-0743975 501c3 11,058       Donor Designation for General Support
(120) Special Olympics Wisconsin
2310 CROSSROADS DRIVE
Madison,WI53718 		39-1176591 501c3 5,111       Donor Designation for General Support
(121) America's Charities
14150 Newbrook Drive Suite 110
Chantilly,VA20151 		54-1517707 501c3 58,999       Donor Designation for General Support
(122) American Red Cross National Headquarters
PO Box 73857
Chicago,IL606737857 		53-0196605 501c3 6,198       Donor Designation for General Support
(123) Animal Charities of America
PO Box 45754
San Francisco,CA94145 		94-3193389 501c3 6,885       Donor Designation for General Support
(124) Christian Charities USA Federation
PO Box 45754
San Francisco,CA94145 		94-3255961 501c3 7,025       Donor Designation for General Support
(125) Christian Service Charities
PO Box 79704
Baltimore,MD212799704 		94-3193374 501c3 6,079       Donor Designation for General Support
(126) Community Health Charities National
PO Box 75153
Baltimore,MD212755153 		13-6167225 501c3 11,180       Donor Designation for General Support
(127) Community Shares of Wisconsin
612 W Main St Ste 200
Madison,WI537034714 		39-1172378 501c3 371,146       Donor Designation for General Support
(128) EarthShare
PO Box 4011
Washington,DC200424011 		52-1601960 501c3 127,798       Donor Designation for General Support
(129) Global Impact
PO Box 409616
Atlanta,GA303849616 		52-1273585 501c3 149,630       Donor Designation for General Support
(130) Great Rivers United Way
1855 E Main St
Onalaska,WI54650 		39-0848188 501c3 8,093       Donor Designation for General Support
(131) Health & Medical Research Charities
PO Box 45754
San Francisco,CA94145 		94-3217739 501c3 7,048       Donor Designation for General Support
(132) Military Family and Veterans Service Organizations of America
PO Box 45754
San Francisco,CA94145 		94-3193418 501c3 8,813       Donor Designation for General Support
(133) Access to Community Services
5900 Monona Dr Suite 203
Monona,WI53716 		39-1485069 501c3 55,158       Donor Designation for General Support
(134) Hunger Relief Fund Wisconsin
201 S Hawley Ct
Milwaukee,WI53214 		39-1345847 501c3 87,348       Donor Designation for General Support
(135) Independent Charities of America
1100 Larkspur Landing Circle
Suite 340
Larkspur,CA94939 		94-3067804 501c3 133,055       Donor Designation for General Support
(136) Neighbor to Nation
co Sun Trust Bank 1000 Stewart Ave
Lock Box 79991
Glen Burnie,MD21061 		54-1879282 501c3 35,039       Donor Designation for General Support
(137) Wisconsin Environmental Education Foundation
110B College of Natural Resources
UW-Stevens Point 800 Reserve St
Stevens Point,WI54481 		20-2042476 501c3 37,951       Donor Designation for General Support
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................ Bullet Image
136
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
1
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2013

Schedule I (Form 990) 2013
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. Provide the information required in Part I, line 2, Part III, column (b), and any other additional information.
Return Reference Explanation
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) 2013


Additional Data


Software ID: 13000241
Software Version: v1.00


Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, line 23.
SchJMediumBullet Attach to Form 990. SchJMediumBullet See separate instructions.
SchJMediumBullet Information about Schedule J (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
UNITED WAY OF DANE COUNTY INC
 
Employer identification number

39-0817532
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed in Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain....
1b
 
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked in line 1a? ..
2
 
 
3
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.
4
During the year, did any person listed in Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? ................
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
Yes
 
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3) and 501(c)(4) organizations only must complete lines 5-9.
5
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ...........................
5a
 
No
b
Any related organization? .........................
5b
 
No
If "Yes," to line 5a or 5b, describe in Part III.
6
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ...........................
6a
 
No
b
Any related organization? .........................
6b
 
No
If "Yes," to line 6a or 6b, describe in Part III.
7
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported in Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III .............................
8
 
No
9
If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2013

Schedule J (Form 990) 2013
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
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
(1)Leslie Ann HowardPresident (i)
(ii)		 194,621
0 		17,500
0 		241,261
0 		15,372
0 		15,052
0 		483,806
0 		220,388
0
Schedule J (Form 990) 2013

Schedule J (Form 990) 2013
Page 3
Part III
Supplemental Information
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.
Return Reference Explanation
Schedule J, Part I, Line 4 United Way of Dane County has always practiced total financial transparency. The details of this performance incentive were made public via local news media in 1998 and ever year since, the annual performance incentive was shared publicly on our Federal Form 990. Ms. Howard is obligated to aggressive annual goals and objectives that are approved and reviewed by the Board of Directors. She has consistently received outstanding annual performance reviews by the Board for meeting or exceeding these goals and objectives. The use of performance incentives is standard practice in many nonprofits and businesses across our community and in our nation, to retain a highly qualified and effective individual as President and CEO. Ms. Howard's leadership and guidance has been crucial to the growth and impact of United Way of Dane County. In the past several decades, she has lead our United Way to become a nationally recognized leader for our work in community impact and nearly quadrupled the size of our annual campaign. In 2013 Leslie Ann Howard President / CEO vested in a performance incentive fund under her Executive Incentive Agreement with United Way of Dane County and received a one-time distribution of the fund balance in the amount of $241,261.
Schedule J (Form 990) 2013

Additional Data


Software ID: 13000241
Software Version: v1.00
SCHEDULE M
(Form 990)

Department of the Treasury
Internal Revenue Service
Noncash Contributions
Right pointing arrow large imageComplete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image Attach to Form 990.
Right pointing arrow large imageInformation about Schedule M (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
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 52 817,513 market value at time of donation
10 Securities—Closely held stock .        
11 Securities—Partnership, LLC,
or trust interests .... 		       
12 Securities—Miscellaneous ..        
13 Qualified conservation
contribution—Historic
structures ..... 		       
14 Qualified conservation
contribution—Other ... 		       
15 Real estate—Residential .        
16 Real estate—Commercial ..        
17 Real estate—Other ...        
18 Collectibles .....        
19 Food inventory ...        
20 Drugs and medical supplies .        
21 Taxidermy ......        
22 Historical artifacts ....        
23 Scientific specimens ..        
24 Archeological artifacts ...        
25 Other Right pointing arrow large image ( )
26 Other Right pointing arrow large image( )
27 Other Right pointing arrow large image( )
28 Other Right pointing arrow large image ( )
29
Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement ...
29
0
Yes
No
30a
During the year, did the organization receive by contribution any property reported in Part I, lines 1 through 28, that
it must hold for at least three years from the date of the initial contribution, and which is not required to be used
for exempt purposes for the entire holding period? ..................
30a
 
No
b
If "Yes," describe the arrangement in Part II.
31
Does the organization have a gift acceptance policy that requires the review of any non-standard contributions?
31
Yes
 
32a
Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash
contributions? ..........................
32a
 
No
b
If "Yes," describe in Part II.
33
If the organization did not report 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) (2013)
Schedule M (Form 990) (2013)
Page 2
Part II
Supplemental Information. 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.
Return Reference Explanation
Schedule M (Form 990) (2013)
Additional Data


Software ID: 13000241
Software Version: v1.00
SCHEDULE O
(Form 990 or 990-EZ)

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

Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Information about Schedule O (Form 990 or 990-EZ) and its instructions is at
www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
Name of the organization
UNITED WAY OF DANE COUNTY INC
 
Employer identification number

39-0817532
Return Reference Explanation
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.
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.
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.
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.
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.
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.
Form 990, Part VI, Section C, Line 19 United Way of Dane County, Inc. makes information available through printed materials - annual reports, newsletters, etc., and websites - unitedwaydanecounty.org, Guidestar, and Charity Navigator.
Form 990, Part XI, Line 9 $(10,967) - Gain on Donor Designated Pledges; $103,088 - Distribution from United Way of Dane County Foundation eliminated in audit; $2,497,707 - 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) 2013

Additional Data


Software ID: 13000241
Software Version: v1.00
SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBulletAttach to Form 990. MediumBullet See separate instructions.
MediumBullet Information about Schedule R (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
UNITED WAY OF DANE COUNTY INC
 
Employer identification number

39-0817532
Part I
Identification of Disregarded Entities Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (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" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.
(a)
Name, address, and EIN of related organization


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Exempt Code section


 		(e)
Public charity status
(if section 501(c)(3))

 		(f)
Direct controlling
entity

 		(g)
Section 512(b)(13) controlled 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) 2013
Schedule R (Form 990) 2013
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization



 		(b)
Primary activity




 		(c)
Legal
domicile
(state or foreign
country)


 		(d)
Direct controlling
entity



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

(f)
Share of total income




 		(g)
Share of end-of-year
assets



 		(h)
Disproprtionate allocations?




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



 		(k)
Percentage
ownership
Yes No Yes No












Part IV
Identification of Related Organizations Taxable as a Corporation or Trust Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
 		(b)
Primary activity
 		(c)
Legal
domicile
(state or foreign
country)
 		(d)
Direct controlling
entity
 		(e)
Type of entity
(C corp, S corp,
or trust) 		(f)
Share of total income
 		(g)
Share of end-of-year
assets
 		(h)
Percentage
ownership
 		(i)
Section 512(b)(13) controlled entity?
Yes No












Schedule R (Form 990) 2013
Schedule R (Form 990) 2013
Page 3
Part V
Transactions With Related Organizations Complete if the organization answered "Yes" on 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
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest (ii) annuities (iii) royalties or (iv) rent from a controlled entity . . . . . . . . . . . . . . . . . . . . . . .
1a
 
No
b Gift, grant, or capital contribution to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1b
 
No
c Gift, grant, or capital contribution from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1c
Yes
 
d Loans or loan guarantees to or for related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1d
 
No
e Loans or loan guarantees by related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1e
 
No
f Dividends from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1f
 
No
g Sale of assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1g
 
No
h Purchase of assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1h
 
No
i Exchange of assets with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1j
 
No
k Lease of facilities, equipment, or other assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . .
1k
 
No
l Performance of services or membership or fundraising solicitations for related organization(s) . . . . . . . . . . . . . . . . . . . .
1l
Yes
 
m Performance of services or membership or fundraising solicitations by related organization(s) . . . . . . . . . . . . . . . . . . . .
1m
 
No
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) . . . . . . . . . . . . . . . . . . . . .
1n
Yes
 
o Sharing of paid employees with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1o
Yes
 
p Reimbursement paid to related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1p
 
No
q Reimbursement paid by related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1q
Yes
 
r Other transfer of cash or property to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1r
Yes
 
s Other transfer of cash or property from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1s
 
No
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization 		(b)
Transaction
type (a-s) 		(c)
Amount involved 		(d)
Method of determining amount involved
(1) United Way of Dane County Foundation

 c 307,082  
(2) United Way of Dane County Foundation

 q 1,538  
(3) United Way of Dane County Foundation

 r 61,964  



Schedule R (Form 990) 2013
Schedule R (Form 990) 2013
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity 		(b)
Primary activity 		(c)
Legal domicile
(state or foreign
country) 		(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

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




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






























Schedule R (Form 990) 2013
Schedule R (Form 990) 2013
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R (see instructions).
Return Reference Explanation
Schedule R, Part V, Line 1c The total contribution from the related organization was $307,082. Of that contribution, $203,994 is the transfer of earnings from individual board designated funds to fulfill campaign pledges. The remaining $103,088 is the contribution from the related organization for the year recorded in Part VIII of the Form 990.
Schedule R (Form 990) 2013
Additional Data


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