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.
MediumBullet Information about Form 990 and its instructions is at www.IRS.gov/form990.
OMB No. 1545-0047
2014
Open to Public Inspection
A For the 2014 calendar year, or tax year beginning 01-01-2014 , and ending 12-31-2014
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 $ 22,469,221
F Name and address of principal officer:
Leslie Ann Howard
PO Box 7548
Madison,WI53707
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: United we change lives and strengthen our community.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 38
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 37
5 Total number of individuals employed in calendar year 2014 (Part V, line 2a) ...... 5 112
6 Total number of volunteers (estimate if necessary) ............. 6 11,409
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) ......... 19,551,983 20,798,486
9 Program service revenue (Part VIII, line 2g) ......... 0 0
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 18,313 40,243
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 80,277 63,189
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 19,650,573 20,901,918
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 14,717,538 15,799,423
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) 3,735,106 4,074,996
16a Professional fundraising fees (Part IX, column (A), line 11e)..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet1,915,839    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 1,284,771 1,306,949
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 19,737,415 21,181,368
19 Revenue less expenses. Subtract line 18 from line 12....... -86,842 -279,450
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 24,171,215 25,661,914
21 Total liabilities (Part X, line 26)............. 5,404,097 5,814,419
22 Net assets or fund balances. Subtract line 21 from line 20..... 18,767,118 19,847,495
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 (2014)
Form 990 (2014)
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: 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
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 $ 4,887,686 including grants of $ 4,237,835 ) (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 our 4-year olds 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 296 young children, and their families, with home visiting in 2014. 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. In 2014, 86% of the children who graduated from the Parent-Child Home Program had skills that were Kindergarten Ready. We served 1,501 children and 1,271 caregivers at 14 Play and Learns sites in 2014. Play and Learn sessions are weekly early childhood and parent enrichment programs that model for parents how to be their children's first teacher. The Ages and Stages Questionnaire was administered in all home visitation and Play and Learn programs as well as through community partners. Our lead partners on these three Born Learning initiatives include Access Community Health Centers, Center for Families, Children's Hospital - Community Services Division, and Community Coordinated Child Care. Academic Success 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 697 volunteers to tutor 2,168 students at elementary schools in Madison, Middleton/Cross Plains and Sun Prairie in the 2014-2015 school year. Centro Hispano is the lead agency partner on elementary tutoring. The result: 96% of teachers report volunteers contributed to increase in student skills. An independent evaluation of our Madison program demonstrated that Schools of Hope students had an average of 19% higher reading scores than a matched comparison group, contributing to an overall 7% district increase in reading growth by 3rd grade and 11% by 5th grade. We are also working to help middle and high school students succeed in school and life. In the 2014-2015 school year our middle school tutoring initiative engaged 558 volunteers to tutor 1,315 students in literacy and math 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, Achievement Connections, recruited 246 volunteers to tutor 446 students in the Madison and Middleton schools in Algebra and Geometry in the 2014-2015 school year. 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 neighborhood, community and school-based programs to promote academic achievement and engagement and success in school, work and life for more than 2,440 youth, including Big Brother Big Sisters, Boys and Girls Club, Briarpatch Youth Services, By Youth For Youth, Cambridge Youth Center, Centro Hispano, Deerfield Community Center, East Madison Community Center, Goodman Community Center, Kennedy Heights Neighborhood Center, Literacy Network, Lussier Community Education Center, Madison Schools and Community Recreation, McFarland Community Center, Salvation Army, Simpson Street Free Press, Stoughton Community Center, the Urban League of Greater Madison, Vera Court, the Worker Center and the YWCA of Madison.
4b (Code:   ) (Expenses $ 3,608,027 including grants of $ 3,128,317 ) (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 2014-2015 school year 2,661 sixth graders were screened for behavioral health issues and referred as needed for treatment. The FACE-Kids program conducted 116 behavioral health groups for 691 students in 45 schools and 6 off-site locations in 8 Dane County school districts. In addition, more than 4,450 students received mental health support and treatment through partnerships with Agrace, Canopy Center, Catholic Charities, Children's Hospital - Community Services Division (Children's Service Society of WI), Family Services Madison, and Hancock Center for Dance/Movement Therapy. In 2014, through United Way's support, 1,350 children received preventive and/or restorative dental care through school and community based partnerships. 1,813 children ages five and under received a well-child exam during the year, 125 children with ADHD received medical and mental health care and monitoring in a primary care setting, and 775 diabetics improved the management of their disease as a result of being connected with a community-based medical home. United Way of Dane County's HealthConnect premium assistance program allowed 875 low-income individuals to become or remain insured by paying their 2014 premiums for plans purchased through the Health Insurance Marketplace. We partner with multiple health agencies including Access Community Health Centers, Triangle Community Ministry, AIDS Resource Center of WI, American Heart Association, and Community Health Charities.
4c (Code:   ) (Expenses $ 3,323,848 including grants of $ 2,881,921 ) (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 food, and (4) provide direct access to housing through Housing First. Among the results of our work in 2014: (1) 2,345 families and individuals received case management to remain stably housed, (2) 3,401 tax filers were assisted in filing state and federal taxes yielding $3,790,546 in tax refunds, of which $1,515,179 were from Earned Income Tax Credits(EITC) to low-income individuals and families and 1,467 households learned financial literacy skills, (3) 8.7 million pounds of food were distributed to 158,000 households, 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, and Habitat for Humanity, Porchlight, The Road Home, Second Harvest of Southern Wisconsin, and YWCA of Madison, city of Madison and Dane County Housing Authorities.
(Code:   ) (Expenses $ 2,624,828 including grants of $ 2,275,841 ) (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 2014, volunteers provided over 497,600 hours of volunteer service dedicated to advancing the Agenda for Change. Over 33,000 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 2014, 310 agency staff and board members participated in our training programs. In 2014, United Way 2-1-1 received over 47,000 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 continued to be a key partner in the implementation of our HealthConnect initiative (see Healthy for Life section above). Over 6,400 callers were offered preventative healthcare resources through 2-1-1.
(Code:   ) (Expenses $ 2,311,123 including grants of $ 2,003,845 ) (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 20 months we were able to help 232 people get a diploma, 364 people find employment, and 76 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 2014, Journey Home provided services for 720 individuals (871 individuals were interviewed for services), including intensive one-to one services to 84 individuals, only four of whom returned to prison. In 2014, Journey Home participants are returning to prison at a rate of 4.8% ; 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 $ 1,466,667 including grants of $ 1,271,664 ) (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 2014, in partnership with the Wisconsin Pharmacy Quality Collaborative, we provided 189 comprehensive medication reviews to older adults, whose average age was 77. The Safety Assessments for the Elderly (S.A.F.E.) at Home program provided 237 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 576 recommendations. Most importantly, the fall rate for our participants post-assessment was 18.38% 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 300 seniors ages 65 and older in 2014, such as Exercise and Balancing Classes, Walking Club, Stretch and Strength and Tai Chi. Our partner agencies on these programs include Goodman Community Center, North/Eastside Senior Coalition and Northwest Dane Senior Services. We also support case management, nutrition and personal care programs for more than 3,000 seniors. Partner agencies include 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 2014, we also worked in partnership with multiple agencies supporting more than 1,800 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 $ 6,402,618 including grants of $ 5,551,350 ) (Revenue $ 0 )
4e Total program service expensesMediumBullet18,222,179
Form 990 (2014)
Form 990 (2014)
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 (2014)
Form 990 (2014)
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 domestic 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 or for domestic individuals 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), 501(c)(4), and 501(c)(29) 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 "Yes," complete Schedule L, Part II................
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part III.........
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV ..........................
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If "Yes,"
complete Schedule L, Part IV.....................
28b
 
No
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or 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 (2014)
Form 990 (2014)
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
9
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable .
1b
4
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
112
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 FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
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
Yes
 
b
If "Yes," did the organization notify the donor of the value of the goods or services provided?.....
7b
Yes
 
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.
Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year?.........................
8
 
 
9a
Did the sponsoring organization make any taxable distributions under section 4966?...
9a
 
 
b
Did the sponsoring 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 (2014)
Form 990 (2014)
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
38
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
37
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, address, and telephone number of the person who possesses the organization's books and records:
MediumBulletRick C Spiel
United Way of Dane County Inc
2059 Atwood Ave
Madison,WI53704 (608) 246-4352
Form 990 (2014)
Form 990 (2014)
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) Nick Meriggioli........................................................................
Board Chair
 1
.......................0 		X   X       0 0 0
(2) Richard M Lynch........................................................................
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) Dr Jack Daniels III........................................................................
Board Member
 1
.......................0 		X           0 0 0
(10) Greg Dombrowski........................................................................
Board Member
 1
.......................0 		X           0 0 0
(11) Dan Frazier........................................................................
Board Member
 1
.......................0 		X           0 0 0
(12) Henry Gaylord........................................................................
Board Member
 1
.......................0 		X           0 0 0
(13) Enid Glenn........................................................................
Board Member
 1
.......................0 		X           0 0 0
(14) Brenda Gonzalez........................................................................
Board Member
 1
.......................0 		X           0 0 0
(15) Fritz Grutzner........................................................................
Board Member
 1
.......................0 		X           0 0 0
(16) Kevin Gundlach........................................................................
Board Member
 1
.......................0 		X           0 0 0
(17) Mike Hamerlik........................................................................
Board Member
 1
.......................0 		X           0 0 0
Form 990 (2014)
Form 990 (2014)
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) Kevin Heppner........................................................................
Board Member
 1
.......................0 		X           0 0 0
(19) Patricia Kampling........................................................................
Board Member
 1
.......................0 		X           0 0 0
(20) Donna Katen-Bahensky........................................................................
Board Member
 1
.......................0 		X           0 0 0
(21) Gretchen R Lowe........................................................................
Board Member
 1
.......................0 		X           0 0 0
(22) Deirdre A Morgan........................................................................
Board Member
 1
.......................0 		X           0 0 0
(23) Michael L Morgan........................................................................
Board Member
 1
.......................0 		X           0 0 0
(24) Douglas S Nelson........................................................................
Board Member
 1
.......................0 		X           0 0 0
(25) Barbara Nichols........................................................................
Board Member
 1
.......................0 		X           0 0 0
(26) Rajesh Rajaraman........................................................................
Board Member
 1
.......................0 		X           0 0 0
(27) Dan Rashke........................................................................
Board Member
 1
.......................0 		X           0 0 0
(28) Susan Riseling........................................................................
Board Member
 1
.......................0 		X           0 0 0
(29) Anne E Ross........................................................................
Board Member
 1
.......................0 		X           0 0 0
(30) Sam Rovit........................................................................
Board Member
 1
.......................0 		X           0 0 0
(31) Jack C Salzwedel........................................................................
Board Member
 1
.......................0 		X           0 0 0
(32) Kim M Sponem........................................................................
Board Member
 1
.......................0 		X           0 0 0
(33) Doug Strub........................................................................
Board Member
 1
.......................0 		X           0 0 0
(34) Tim J Sullivan........................................................................
Board Member
 1
.......................0 		X           0 0 0
(35) Karen E Timberlake........................................................................
Board Member
 1
.......................0 		X           0 0 0
(36) Michael E Victorson........................................................................
Board Chair
 1
.......................0 		X           0 0 0
(37) Gary Wolter........................................................................
Board Member
 1
.......................0 		X           0 0 0
(38) Leslie Ann Howard........................................................................
President/CEO
 41
.......................4 		    X       214,172 0 33,710
(39) Rick C Spiel........................................................................
Executive VP-Chief Financial Officer
 41
.......................4 		    X       124,818 0 27,730
(40) Deedra Atkinson........................................................................
Senior VP of Community Impact
 40.00
.......................0 		      X     129,656 0 11,151
(41) Renee Moe Salus........................................................................
Executive VP of Resource Development and Marketing
 40
.......................0 		      X     107,094 0 27,056
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 575,740 0 99,647
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 $100,000 of compensation from the organization MediumBullet0
Form 990 (2014)
Form 990 (2014)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII .............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512-514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a 874,865
b Membership dues....1b 0
c Fundraising events....1c 562,930
d Related organizations...1d 138,217
e Government grants (contributions)1e 584,067
f All other contributions, gifts, grants, and
similar amounts not included above1f 		18,638,407
g Noncash contributions included in lines
1a-1f:$ 		809,954
h Total. Add lines 1a-1f.......MediumBullet 20,798,486
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 43,886 0 0 43,886
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 53,010 0
b Less: rental expenses 79,313 0
c Rental income or (loss) -26,303 0
d Net rental income or (loss).......MediumBullet -26,303 0 0 -26,303
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 1,052,803 0
b Less: cost or other basis and sales expenses 1,056,446 0
c Gain or (loss) -3,643 0
d Net gain or (loss)..........MediumBullet -3,643 0 0 -3,643
8a Gross income from fundraising events (not including
$ 562,930
of contributions reported on line 1c). See Part IV, line 18 ..
a 364,584
b Less: direct expenses ...b 417,165
c Net income or (loss) from fundraising events..MediumBullet -52,581 0 -52,581
9a Gross income from gaming activities.
See Part IV, line 19 ...
a 65,372
b Less: direct expenses ...b 14,379
c Net income or (loss) from gaming activities...MediumBullet 50,993 0 0 50,993
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 91,080 91,080 0 0
b            
c            
d All other revenue .... 0 0 0 0
e Total. Add lines 11a–11d ...... MediumBullet 91,080
12 Total revenue. See Instructions......MediumBullet 20,901,918 91,080 0 12,352
Form 990 (2014)
Form 990 (2014)
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 domestic organizations and domestic governments. See Part IV, line 21 .... 15,799,423 15,799,423
2 Grants and other assistance to domestic individuals. See Part IV, line 22 .... 0 0
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. 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 .... 700,365 324,552 136,220 239,593
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 .... 2,447,613 1,118,649 486,123 842,841
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 215,061 89,726 43,805 81,530
9 Other employee benefits ....... 483,380 198,692 99,735 184,953
10 Payroll taxes ........... 228,577 108,275 39,617 80,685
11 Fees for services (non-employees):        
a Management ......        
b Legal .........        
c Accounting ........... 33,250   33,250  
d Lobbying ...........        
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ......        
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) .... 79,307 48,000 8,614 22,693
12 Advertising and promotion .... 212,359 77,743 23,752 110,864
13 Office expenses ....... 12,442 9,169 897 2,376
14 Information technology ...... 31,783 15,280 6,960 9,543
15 Royalties .. 0 0 0 0
16 Occupancy ........... 164,917 66,431 30,278 68,208
17 Travel ............ 89,115 51,945 16,898 20,272
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ......        
19 Conferences, conventions, and meetings .... 38,176 18,286 19,795 95
20 Interest ........... 0 0 0 0
21 Payments to affiliates ....... 175,543 73,991 33,950 67,602
22 Depreciation, depletion, and amortization ..... 132,811 57,062 21,263 54,486
23 Insurance .............. 3,637 1,591 686 1,360
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 168,128 69,354 27,657 71,117
b Postage and Shipping 25,922 4,438 6,468 15,016
c Membership Dues 26,411 11,550 4,981 9,880
d
e All other expenses 113,148 78,022 2,401 32,725
25 Total functional expenses. Add lines 1 through 24e 21,181,368 18,222,179 1,043,350 1,915,839
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 (2014)
Form 990 (2014)
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 ......... 8,741,093 2 9,441,359
3 Pledges and grants receivable, net ........... 10,671,090 3 11,841,488
4 Accounts receivable, net ............. 1,100,600 4 755,960
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 .......... 126,077 9 140,843
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 4,868,527
b Less: accumulated depreciation ..... 10b 2,317,142 2,600,445 10c 2,551,385
11 Investments—publicly traded securities .......... 8,092 11 10,031
12 Investments—other securities. See Part IV, line 11 ..... 916,212 12 913,743
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 ........... 7,356 15 6,855
16 Total assets. Add lines 1 through 15 (must equal line 34)...... 24,171,215 16 25,661,914
Liabilities 17 Accounts payable and accrued expenses ......... 311,273 17 459,437
18 Grants payable ................. 4,918,992 18 5,162,582
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.................... 173,832 25 192,400
26 Total liabilities. Add lines 17 through 25......... 5,404,097 26 5,814,419
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 .............. 4,568,703 27 4,422,744
28 Temporarily restricted net assets ........... 14,198,415 28 15,424,751
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 ........... 18,767,118 33 19,847,495
34 Total liabilities and net assets/fund balances ........ 24,171,215 34 25,661,914
Form 990 (2014)
Form 990 (2014)
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
20,901,918
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
21,181,368
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
-279,450
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
18,767,118
5
Net unrealized gains (losses) on investments ...............
5
-2,470
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
1,362,297
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
19,847,495
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 (2014)
Form 990 (2014)
Page 13
Form 990, Special Condition Description:
Special Condition Description
Form 990 (2014)
Form 990 (2014)
Page 14
Additional Data


Software ID: 14000267
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 Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
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
a
b
c
d
e
f
Enter the number of supported organizations .............................  
g
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 listed in your governing document? (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions)
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) 2014
Schedule A (Form 990 or 990-EZ) 2014
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) 2010 (b) 2011 (c) 2012 (d) 2013 (e) 2014 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .... 18,205,774 19,262,495 18,922,161 19,551,983 20,798,486 96,740,899
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 18,205,774 19,262,495 18,922,161 19,551,983 20,798,486 96,740,899
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).. 1,743,662
6 Public support. Subtract line 5 from line 4. 94,997,237
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2010 (b) 2011 (c) 2012 (d) 2013 (e) 2014 (f) Total
7 Amounts from line 4.. 18,205,774 19,262,495 18,922,161 19,551,983 20,798,486 96,740,899
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... 120,268 87,455 86,714 72,744 96,896 464,077
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 VI.).. 77,607 72,473 70,781 76,230 91,080 388,171
11 Total support Add lines 7 through 10. 97,593,147
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 section 501(c)(3) organization, check this box and stop here........................................right arrow
Section C. Computation of Public Support Percentage
14
14
97.340 %
15
15
97.322 %
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) 2014
Schedule A (Form 990 or 990-EZ) 2014
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) 2010 (b) 2011 (c) 2012 (d) 2013 (e) 2014 (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) 2010 (b) 2011 (c) 2012 (d) 2013 (e) 2014 (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 VI.) ..            
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) 2014
Schedule A (Form 990 or 990-EZ) 2014
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 11 of Part I. If you checked 11a of Part I, complete Sections A and B. If you checked 11b of Part I, complete Sections A and C. If you checked 11c of Part I, complete Sections A, D, and E. If you checked 11d of Part I, complete Sections A and D, and complete Part V.)
Section A. All Supporting Organizations
Yes
No
1
Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.
1
 
 
2
Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).
2
 
 
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer (b) and (c) below.
3a
 
 
b
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.
3b
 
 
c
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.
3c
 
 
4a
Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked 11a or 11b in Part I, answer (b) and (c) below.
4a
 
 
b
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations....
4b
 
 
c
Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.
4c
 
 
5a
Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer (b) and (c) below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed, (ii) the reasons for each such action, (iii) the authority under the organization's organizing document authorizing such action, and (iv) how the action was accomplished (such as by amendment to the organizing document).
5a
 
 
b
Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?
5b
 
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (a) its supported organizations; (b) individuals that are part of the charitable class benefited by one or more of its supported organizations; or (c) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.
6
 
 
7
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in IRC 4958(c)(3)(C)), a family member of a substantial contributor, or a 35-percent controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990) .
7
 
 
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If “Yes,” complete Part II of Schedule L (Form 990).
8
 
 
9a
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.
9a
 
 
b
Did one or more disqualified persons (as defined in line 9(a)) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.
9b
 
 
c
Did a disqualified person (as defined in line 9(a)) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.
9c
 
 
10a
Was the organization subject to the excess business holdings rules of IRC 4943 because of IRC 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer b below.
10a
 
 
b
Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).
10b
 
 
11
Has the organization accepted a gift or contribution from any of the following persons?
a
A person who directly or indirectly controls, either alone or together with persons described in (b) and (c) below, the governing body of a supported organization?
11a
 
 
b
A family member of a person described in (a) above?
11b
 
 
c
A 35% controlled entity of a person described in (a) or (b) above? If “Yes” to a, b, or c, provide detail in Part VI.
11c
 
 
Schedule A (Form 990 or 990-EZ) 2014
Schedule A (Form 990 or 990-EZ) 2014
Page 5
Part IV
Supporting Organizations (continued)

Section B. Type I Supporting Organizations
Yes
No
1
Did the directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.
1
 
 
2
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.
2
 
 
Section C. Type II Supporting Organizations
Yes
No
1
Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
 
 
Section D. All Type III Supporting Organizations
Yes
No
1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (1) a written notice describing the type and amount of support provided during the prior tax year, (2) a copy of the Form 990 that was most recently filed as of the date of notification, and (3) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?
1
 
 
2
Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).
2
 
 
3
By reason of the relationship described in (2), did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.
3
 
 
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer (a) and (b) below.
Yes
No
a
Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.
2a
 
 
b
Did the activities described in (a) constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.
2b
 
 
3
Parent of Supported Organizations. Answer (a) and (b) below.
a
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations? Provide details in Part VI.
3a
 
 
b
Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI the role played by the organization in this regard.
3b
 
 
Schedule A (Form 990 or 990-EZ) 2014
Schedule A (Form 990 or 990-EZ) 2014
Page 6
Part V – Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations

1.   Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970. See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.
Section A - Adjusted Net Income (A) Prior Year (B) Current Year
(optional)
1 Net short-term capital gain 1    
2 Recoveries of prior-year distributions 2    
3 Other gross income (see instructions) 3    
4 Add lines 1 through 3 4    
5 Depreciation and depletion 5    
6 Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) 6    
7 Other expenses (see instructions) 7    
8 Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) 8    

Section B - Minimum Asset Amount (A) Prior Year (B) Current Year
(optional)
1 Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): 1
a Average monthly value of securities 1a    
b Average monthly cash balances 1b    
c Fair market value of other non-exempt-use assets 1c    
d Total (add lines 1a, 1b, and 1c) 1d    
e Discount claimed for blockage or other factors (explain in detail in Part VI):  
2 Acquisition indebtedness applicable to non-exempt use assets 2    
3 Subtract line 2 from line 1d 3    
4 Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). 4    
5 Net value of non-exempt-use assets (subtract line 4 from line 3) 5    
6 Multiply line 5 by .035 6    
7 Recoveries of prior-year distributions 7    
8 Minimum Asset Amount (add line 7 to line 6) 8    

Section C - Distributable Amount Current Year
1 Adjusted net income for prior year (from Section A, line 8, Column A) 1  
2 Enter 85% of line 1 2  
3 Minimum asset amount for prior year (from Section B, line 8, Column A) 3  
4 Enter greater of line 2 or line 3 4  
5 Income tax imposed in prior year 5  
6 Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) 6  
7   Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)
Schedule A (Form 990 or 990-EZ) 2014
Schedule A (Form 990 or 990-EZ) 2014
Page 7
Section D - Distributions Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes  
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in
excess of income from activity		  
3 Administrative expenses paid to accomplish exempt purposes of supported organizations  
4 Amounts paid to acquire exempt-use assets  
5 Qualified set-aside amounts (prior IRS approval required)  
6 Other distributions (describe in Part VI). See instructions  
7Total annual distributions. Add lines 1 through 6.  
8 Distributions to attentive supported organizations to which the organization is responsive (provide
details in Part VI). See instructions		  
9 Distributable amount for 2014 from Section C, line 6  
10 Line 8 amount divided by Line 9 amount  

Section E - Distribution Allocations (see instructions) (i)
Excess Distributions 		(ii)
Underdistributions
Pre-2014 		(iii)
Distributable
Amount for 2014
1 Distributable amount for 2014 from Section C, line
6 		 
2 Underdistributions, if any, for years prior to 2014
(reasonable cause required--see instructions)		  
3 Excess distributions carryover, if any, to 2014:
a From 2009.......X
b From 2010.......X
c From 2011.......X
d From 2012.......X
e From 2013.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2014 distributable amount  
i Carryover from 2009 not applied (see
instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from 3f.  
4Distributions for 2014 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2014 distributable amount  
c Remainder. Subtract lines 4a and 4b from 4.  
5 Remaining underdistributions for years prior to
2014, if any. Subtract lines 3g and 4a from line 2
(if amount greater than zero, see instructions)		  
6 Remaining underdistributions for 2014. Subtract
lines 3h and 4b from line 1 (if amount greater than
zero, see instructions)		  
7 Excess distributions carryover to 2015. Add lines
3j and 4c.		  
8 Breakdown of line 7:
a From 2010.......X
b From 2011.......X
c From 2012.......X
d From 2013.......  
e From 2014.......  
Schedule A (Form 990 or 990-EZ) (2014)
Schedule A (Form 990 or 990-EZ) 2014
Page 8
Part VI
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Return Reference Explanation
Schedule A, Part II, Line 10 Other income primarily consists of fiscal agent fees charged for processing and managing combined public sector campaigns.
Schedule A (Form 990 or 990-EZ) 2014

Additional Data


Software ID: 14000267
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
2014
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) (2014)

Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
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


(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) (2014)

Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
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) (2014)

Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
Page 4
Name of organization
UNITED WAY OF DANE COUNTY INC
  		Employer identification number

39-0817532
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10)
that total more than $1,000 for the year from any one contributor. 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) (2014)

Additional Data


Software ID: 14000267
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.
Information about Schedule D (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
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 value of contributions to (during year)    
3 Aggregate value of 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)
Revenue 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
Revenue 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) 2014

Schedule D (Form 990) 2014
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, for escrow or custodial account liability?
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 .... 6,333,693 5,547,108 4,714,160 4,269,835 3,898,508
b Contributions ........ 263,049 97,253 436,620 417,796 91,801
c Net investment earnings, gains, and losses 372,658 905,538 561,540 179,218 413,644
d Grants or scholarships ..... 0 0 0 0 0
e Other expenditures for facilities
and programs ........ 		246,652 216,206 165,212 152,689 134,118
f Administrative expenses .... 0 0 0 0 0
g End of year balance ...... 6,722,748 6,333,693 5,547,108 4,714,160 4,269,835
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet90 %
b
Permanent endowment SchDMd Bullet6 %
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 3,554,149 1,285,440 2,268,709
c Leasehold improvements ............ 0 9,645 5,054 4,591
d Equipment ................ 0 816,474 693,665 122,809
e Other ................. 0 360,666 332,983 27,683
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......SchDMdBullet 2,551,385
Schedule D (Form 990) 2014

Schedule D (Form 990) 2014
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 192,400








Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 192,400
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) 2014

Schedule D (Form 990) 2014
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 (losses) 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, 2014, 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 2010 and prior.
Schedule D (Form 990) 2014

Additional Data


Software ID: 14000267
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 arrowInformation about Schedule G (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
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) 2014
Schedule G (Form 990 or 990-EZ) 2014
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

Campaign Celebration
(event type) 		(c) Other events

12
(total number) 		(d) Total events
(add col. (a) through col. (c))
VerticalRevenue 1 Gross receipts . . . 735,284 61,728 130,502 927,514
2 Less: Contributions . . 562,930 0 0 562,930
3 Gross income (line 1
minus line 2) . . . 		172,354 61,728 130,502 364,584
VerticalDirectExpenses 4 Cash prizes . . . 0 0 6,043 6,043
5 Noncash prizes . . 356 1,005 5,963 7,324
6 Rent/facility costs . . 175 36,456 2,326 38,957
7 Food and beverages . 6,947 23,960 27,937 58,844
8 Entertainment . . . 0 0 1,575 1,575
9 Other direct expenses . 192,652 307 111,463 304,422
10 Direct expense summary. Add lines 4 through 9 in column (d) ........... right arrow 417,165
11 Net income summary. Subtract line 10 from line 3, column (d)........... right arrow -52,581
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 65,372 65,372
VerticalDirectExpenses 2 Cash prizes . . . . 0 0 0 0
3 Non-cash prizes . . . 0 0 14,379 14,379
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 14,379
8 Net gaming income summary. Subtract line 7 from line 1, column (d) ......... right arrow 50,993
9
Enter the state(s) in which the organization conducts gaming activities: WI
a
Is the organization licensed to conduct 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) 2014
Schedule G (Form 990 or 990-EZ) 2014
Page 3
11
Does the organization conduct 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 activities conducted 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 Ave
Madison,WI53704
15a
Does the organization have a contract with a third party from whom the organization receives gaming
revenue? ......................................
b
If "Yes," enter the amount of gaming revenue received by the organization right arrow $   and the
amount of gaming revenue retained by the third party right arrow $  
c
If "Yes," enter name and address of the third party:
Name right arrow
Address right arrow
 
 
16
Gaming manager information:
Name right arrow
Renee Moe
Gaming manager compensation right arrow $ 1,342
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 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) 2014
Additional Data


Software ID: 14000267
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
2014
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 Domestic Organizations and Domestic Governments. 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 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) Aaron J Meyer Foundation Inc
8500 GREENWAY BLVD STE 102
Middleton,WI53562 		20-3237066 501c3 6,020       Donor Designation for General Support
(2) Access Community Health Centers
3434 E Washington Ave
Madison,WI53704 		39-1391134 501c3 341,890       Program Operating Cost/Donor Designation for General Support
(3) Access to Community Services
1709 Aberg Ave Suite 1
VSA Wisconsin
Madison,WI53704 		39-1485069 501c3 52,194       Donor Designation for General Support
(4) Access to Independence
301 S Livingston St Ste 200
Madison,WI53703 		39-1240200 501c3 41,544       Program Operating Cost/Donor Designation for General Support
(5) Agrace HospiceCare
5395 E Cheryl Pkwy
Fitchburg,WI53711 		39-1319537 501c3 148,813       Program Operating Cost/Donor Designation for General Support
(6) AIDS Network Madison
PO Box 731
Madison,WI53701 		39-1548528 501c3 21,801       Program Operating Cost/Donor Designation for General Support
(7) Aldo Leopold Nature Center
6515 GRAND TETON PLAZA
Madison,WI53719 		39-1786897 501c3 10,440       Donor Designation for General Support
(8) American Heart Association
2850 Dairy Dr Ste 300
Madison,WI53718 		13-5613797 501c3 190,179       Donor Designation for General Support
(9) American Red Cross Badger Chapter
PO Box 5905
Madison,WI53705 		39-0806193 501c3 218,201       Program Operating Cost/Donor Designation for General Support
(10) America's Charities
PO Box 79570
Baltimore,MD21279 		54-1517707 501c3 73,259       Donor Designation for General Support
(11) Animal Charities of America
PO Box 45754
San Francisco,CA94145 		94-3193389 501c3 5,711       Donor Designation for General Support
(12) ARC Community Services
2001 W Beltline Hwy Ste 102
Madison,WI53713 		51-0163796 501c3 50,986       Program Operating Cost/Donor Designation for General Support
(13) Big Brothers Big Sisters of Dane County
2059 Atwood Ave
Madison,WI53704 		39-1077783 501c3 246,869       Program Operating Cost/Donor Designation for General Support
(14) BLACKHAWK EVANGELICAL FREE CHURCH INC
9620 Brader Way
Middleton,WI53562 		39-1328199 501c3 19,550       Donor Designation for General Support
(15) Boy Scouts of America Glacier's Edge Council
PO Box 14135
Madison,WI53708 		86-1145168 501c3 26,908       Donor Designation for General Support
(16) Boys & Girls Club of Dane County
2001 Taft St
Madison,WI53713 		39-1925617 501c3 192,697       Program Operating Cost/Donor Designation for General Support
(17) Cambridge Area Youth Center
PO Box 54
Cambridge,WI53523 		39-1924511 501c3 7,841       Program Operating Cost/Donor Designation for General Support
(18) Canopy Center
2120 Fordem Ave Ste 110
Madison,WI53704 		51-0211908 501c3 131,266       Program Operating Cost/Donor Designation for General Support
(19) Care Net Pregnancy Center of Dane County
1350 MacArthur Rd
Madison,WI53714 		39-1472091 501c3 8,600       Donor Designation for General Support
(20) Catholic Charities Diocese of Madison
PO Box 46550
Madison,WI53744 		39-0807067 501c3 648,776       Program Operating Cost/Donor Designation for General Support
(21) Center for Families
2120 Fordem Ave
Madison,WI53704 		39-1624393 501c3 1,092,029       Program Operating Cost/Donor Designation for General Support
(22) Centro Hispano of Dane County
810 W Badger Rd
Madison,WI53713 		93-0844812 501c3 834,454       Program Operating Cost/Donor Designation for General Support
(23) Children's Service Society of Wisconsin
1716 Fordem Ave
Madison,WI53704 		39-0806380 501c3 230,197       Program Operating Cost/Donor Designation for General Support
(24) Christian Service Charities
PO Box 79704
Baltimore,MD21279 		94-3193374 501c3 6,268       Donor Designation for General Support
(25) Colonial Club
301 Blankenheim Ln
Sun Prairie,WI53590 		23-7071027 501c3 80,516       Program Operating Cost/Donor Designation for General Support
(26) Community Action Coalition for South Central WI
1717 N Stoughton Rd
Madison,WI53704 		39-1053827 501c3 286,923       Program Operating Cost/Donor Designation for General Support
(27) Community Coordinated Child Care (4C) in Dane Co
PO Box 45320
Madison,WI53744 		39-1165742 501c3 370,677       Program Operating Cost/Donor Designation for General Support
(28) Community Health Charities National
PO Box 75153
Baltimore,MD21275 		13-6167225 501c3 12,744       Donor Designation for General Support
(29) Community Health Charities of Wisconsin
PO Box 75108
Baltimore,MD21275 		39-1261126 501c3 874,842       Donor Designation for General Support
(30) Community Health Charities of Wisconsin
6737 W Washington St Ste 2253
West Allis,WI53214 		39-1261126 501c3 496,163       Donor Designation for General Support
(31) Community Partnerships
1334 Dewey Ct
Madison,WI53703 		91-2064768 501c3 19,372       Program Operating Cost/Donor Designation for General Support
(32) Community Shares of Wisconsin
612 W Main St Ste 200
Madison,WI53703 		39-1172378 501c3 358,696       Donor Designation for General Support
(33) Community Work Services
3240 University Ave Ste 5
Madison,WI53705 		39-1498287 501c3 5,481       Donor Designation for General Support
(34) Cornucopia
306 N Brooks St
Madison,WI53715 		39-1865263 501c3 28,469       Program Operating Cost/Donor Designation for General Support
(35) Dane County CASA
211 S Carroll St 206
Madison,WI53703 		20-1717869 501c3 22,091       Program Operating Cost/Donor Designation for General Support
(36) Dane County Humane Society
5132 Voges Rd
Madison,WI53718 		39-0806335 501c3 188,153       Program Operating Cost/Donor Designation for General Support
(37) Dane County Parent Council
2096 RED ARROW TRL
Fitchburg,WI53719 		39-1418945 501c3 9,268       Donor Designation for General Support
(38) Dean Foundation
2711 Allen Blvd
Middleton,WI53562 		39-1546086 501c3 15,345       Donor Designation for General Support
(39) Deerfield Community Center
PO Box 404
Deerfield,WI53531 		39-1899306 501c3 15,205       Program Operating Cost/Donor Designation for General Support
(40) DeForest Area Community and Senior Center
505 N Main St
DeForest,WI53532 		39-1371808 501c3 32,788       Program Operating Cost/Donor Designation for General Support
(41) Domestic Abuse Intervention Services
PO Box 1761
Madison,WI53701 		39-1268238 501c3 240,872       Program Operating Cost/Donor Designation for General Support
(42) EarthShare
PO Box 4011
Washington DC,DC20042 		52-1601960 501c3 125,378       Donor Designation for General Support
(43) East Madison Community Center
8 Straubel Ct
Madison,WI53704 		39-1941839 501c3 60,779       Program Operating Cost/Donor Designation for General Support
(44) East Madison Monona Coalition of the Aging
4142 Monona Dr
Madison,WI53716 		39-1211331 501c3 11,858       Program Operating Cost/Donor Designation for General Support
(45) Energy Services Inc
1225 S Park St
Madison,WI53715 		39-1443614 501c3 34,542       Donor Designation for General Support
(46) Epilepsy Foundation South Central Wisconsin
1302 Mendota Street 100
Madison,WI53714 		39-1370658 501c3 29,004       Program Operating Cost/Donor Designation for General Support
(47) Family Service
128 E Olin Ave Ste 100
Madison,WI53713 		39-0806186 501c3 128,687       Program Operating Cost/Donor Designation for General Support
(48) Family Support and Resource Centers
101 Nob Hill Rd Ste 201
Madison,WI53713 		39-1533767 501c3 6,560       Donor Designation for General Support
(49) Foundation for Madison Public Schools
455 SCIENCE DR STE 130
Madison,WI53711 		39-2043104 501c3 5,567       Donor Designation for General Support
(50) Friends of the Financial Education Center
2300 S Park St Ste 22
Madison,WI53713 		20-8961015 501c3 40,503       Program Operating Cost/Donor Designation for General Support
(51) Gilda's Club of Madison
7907 UW Health Court
Middleton,WI53562 		06-1662883 501c3 21,124       Donor Designation for General Support
(52) Girl Scouts of the Black Hawk Council
2710 Ski Ln
Madison,WI53713 		39-0806331 501c3 12,105       Donor Designation for General Support
(53) Global Impact
PO Box 409616
Atlanta,GA30384 		52-1273585 501c3 152,853       Donor Designation for General Support
(54) Goodman Community Center
149 Waubesa St
Madison,WI53704 		39-1919172 501c3 85,901       Program Operating Cost/Donor Designation for General Support
(55) Great Rivers United Way
1855 E Main St
Onalaska,WI54650 		39-0848188 501c3 9,844       Donor Designation for General Support
(56) Greater Twin Cities United Way
404 S 8TH ST
Minneapolis,MN55404 		41-1973442 501c3 8,512       Donor Designation for General Support
(57) Habitat for Humanity of Dane County
PO Box 258128
Madison,WI53725 		39-1592769 501c3 107,448       Program Operating Cost/Donor Designation for General Support
(58) Hancock Center for Movement Arts & Therapies
16 N Hancock St
Madison,WI53703 		39-1443008 501c3 29,429       Program Operating Cost/Donor Designation for General Support
(59) Health & Medical Research Charities
PO Box 45754
San Francisco,CA94145 		94-3217739 501c3 6,890       Donor Designation for General Support
(60) Henry Vilas Zoological Society
606 S Randall Ave
Madison,WI53716 		39-6077008 501c3 25,695       Donor Designation for General Support
(61) Home Health United Xtra Care
4639 Hammersley Road
Madison,WI53711 		39-1539827 501c3 139,817       Program Operating Cost/Donor Designation for General Support
(62) Hope Haven
702 S High Point Rd
Madison,WI53719 		39-1178878 501c3 23,521       Program Operating Cost/Donor Designation for General Support
(63) Hope House Building Corporation
312 Wisconsin Ave
Madison,WI53703 		72-1574555 501c3 7,139       Donor Designation for General Support
(64) Hunger Relief Fund Wisconsin
201 S Hawley Ct
Milwaukee,WI53214 		39-1345847 501c3 79,816       Donor Designation for General Support
(65) Independent Charities of America
PO Box 45753
San Francisco,CA94145 		94-3067804 501c3 141,520       Donor Designation for General Support
(66) Independent Living
815 Forward Dr
Madison,WI53711 		39-1186642 501c3 148,124       Program Operating Cost/Donor Designation for General Support
(67) Jewish Federation of Madison
6434 ENTERPRISE LN
Madison,WI53719 		39-0867186 501c3 86,224       Donor Designation for General Support
(68) Jewish Social Services of Madison
6434 Enterprise Ln
Madison,WI53719 		39-1300430 501c3 163,941       Program Operating Cost/Donor Designation for General Support
(69) Journey Mental Health Center
625 W Washington Ave
Madison,WI53703 		39-0806445 501c3 162,903       Program Operating Cost/Donor Designation for General Support
(70) Kennedy Heights Community Center
199 Kennedy Heights
Madison,WI53704 		39-1519846 501c3 38,869       Program Operating Cost/Donor Designation for General Support
(71) Literacy Network
1118 S Park St
Madison,WI53715 		51-0180488 501c3 254,441       Program Operating Cost/Donor Designation for General Support
(72) Luke House
310 S INGERSOLL ST
Madison,WI53703 		39-1504050 501c3 5,476       Donor Designation for General Support
(73) Lussier Community Education Center
55 S Gammon Rd
Madison,WI53717 		39-1938173 501c3 27,116       Program Operating Cost/Donor Designation for General Support
(74) Lutheran Social Services of WI & Upper Michigan
6314 Odana Rd
Madison,WI53719 		39-0816846 501c3 53,271       Program Operating Cost/Donor Designation for General Support
(75) Madison Apprenticeship Program
PO Box 44842
Madison,WI53711 		39-2016458 501c3 17,428       Program Operating Cost/Donor Designation for General Support
(76) Madison Area Rehabilitation Centers
901 Post Rd
Madison,WI53713 		39-0968930 501c3 5,869       Donor Designation for General Support
(77) Madison Area Technical College
3550 Anderson St
Madison,WI53707 		23-7265867 501c3 30,000       Program Operating Cost
(78) Madison Metropolitan School District
545 W Dayton St
Madison,WI53703 		39-6003202   108,803       Program Operating Cost
(79) Madison Public Library Foundation
201 W MIFFLIN ST
Madison,WI53703 		39-1777242 501c3 5,303       Donor Designation for General Support
(80) Madison School Community Recreation
3802 Regent St
Madison,WI53705 		39-2034615 501c3 15,836       Program Operating Cost/Donor Designation for General Support
(81) Madison-Area Urban Ministry
2300 S Park St Ste 5
Madison,WI53713 		23-7298482 501c3 245,626       Program Operating Cost/Donor Designation for General Support
(82) McFarland Youth Center
PO Box 362
McFarland,WI53558 		61-1500763 501c3 16,019       Program Operating Cost/Donor Designation for General Support
(83) Middleton Cross Plains School District
7106 South Ave
Middleton,WI53562 		39-1100780   47,636       Program Operating Cost
(84) Middleton Outreach Ministry
7432 Hubbard Ave
Middleton,WI53562 		39-1484945 501c3 97,070       Program Operating Cost/Donor Designation for General Support
(85) Military Family and Veterans Service Organizations of America
PO Box 45754
San Francisco,CA94145 		94-3193418 501c3 6,986       Donor Designation for General Support
(86) Mount Horeb Youth Center
105 N GROVE ST
Mount Horeb,WI53572 		45-5558011 501c3 6,364       Program Operating Cost/Donor Designation for General Support
(87) Movin' Out
600 Williamson St
Madison,WI53703 		39-1833482 501c3 7,592       Donor Designation for General Support
(88) NAMI Dane County
2059 Atwood Ave
Madison,WI53704 		39-1270706 501c3 51,821       Program Operating Cost/Donor Designation for General Support
(89) Nehemiah Community Development Corp
PO Box 9861
Madison,WI53715 		39-1736091 501c3 12,152       Donor Designation for General Support
(90) Neighbor to Nation
c/o Sun Trust Bank
1000 Stewart Ave Lock Box 79991
Glen Burnie,MD21061 		54-1879282 501c3 28,555       Donor Designation for General Support
(91) North Eastside Senior Coalition
1625 Northport Dr Ste 125
Madison,WI53704 		39-1217221 501c3 60,372       Program Operating Cost/Donor Designation for General Support
(92) Northwest Dane Senior Services
1940 Blue Mounds St Ste 2
Black Earth,WI53515 		39-1691930 501c3 41,322       Program Operating Cost/Donor Designation for General Support
(93) Omega School
835 West Badger Rd
Madison,WI53713 		39-1166888 501c3 120,977       Program Operating Cost/Donor Designation for General Support
(94) Operation Fresh Start
1925 Winnebago St
Madison,WI53704 		23-7108090 501c3 125,992       Program Operating Cost/Donor Designation for General Support
(95) Pharmacy Society of Wisconsin
701 Heartland Tr
Madison,WI53717 		39-0714490 501c6 35,265       Program Operating Cost
(96) Porchlight
306 N Brooks St
Madison,WI53715 		39-1579521 501c3 426,037       Program Operating Cost/Donor Designation for General Support
(97) Portage Area United Way
PO Box 354
Portage,WI53901 		23-7166773 501c3 10,066       Donor Designation for General Support
(98) Pregnancy Helpline Inc of Madison
PO Box 5261
Madison,WI53705 		39-1419746 501c3 18,017       Donor Designation for General Support
(99) Rainbow Project
831 E Washington Ave
Madison,WI53703 		39-1422626 501c3 91,925       Program Operating Cost/Donor Designation for General Support
(100) Ronald McDonald House
2716 Marshall Ct
Madison,WI53705 		39-1655790 501c3 18,916       Donor Designation for General Support
(101) Safe Harbor Child Advocacy Center Inc
1457 E Washington Ave Ste 102
Madison,WI53703 		39-2004933 501c3 10,309       Donor Designation for General Support
(102) Sauk Prairie United Way
PO Box 122
Prairie Du Sac,WI53578 		39-1318028 501c3 12,236       Donor Designation for General Support
(103) Second Harvest Foodbank of Southern WI
2802 Dairy Drive
Madison,WI53718 		39-1490691 501c3 277,881       Program Operating Cost/Donor Designation for General Support
(104) Simpson Street Free Press
PO Box 6307
Monona,WI53716 		39-1882258 501c3 23,190       Program Operating Cost/Donor Designation for General Support
(105) Society of St Vincent de Paul
1109 Jonathon Dr
Madison,WI53713 		39-0824876 501c3 22,433       Donor Designation for General Support
(106) South Madison Coalition of the Elderly
128 E Olin Ave Suite 110
Madison,WI53713 		39-1222287 501c3 36,962       Program Operating Cost/Donor Designation for General Support
(107) St John's Lutheran Church
322 East Washington Avenue
Madison,WI53703 		39-1570139 501c3 21,500       Donor Designation for General Support
(108) Stoughton Area Resource Team
248 W Main St
Stoughton,WI53589 		41-2076251 501c3 24,410       Program Operating Cost/Donor Designation for General Support
(109) Stoughton Youth Center
518 S Fourth Street
Stoughton,WI53589 		39-6005622 501c3 11,161       Program Operating Cost/Donor Designation for General Support
(110) Sunshine Place
18 Rickel Rd
Sun Prairie,WI53590 		20-5398498 501c3 32,555       Program Operating Cost/Donor Designation for General Support
(111) The River Food Pantry
2201 Darwin Rd
Madison,WI53704 		20-4179749 501c3 31,572       Donor Designation for General Support
(112) The Road Home
128 E Olin Ave Ste 202
Madison,WI53713 		31-1618925 501c3 250,928       Program Operating Cost/Donor Designation for General Support
(113) The Salvation Army of Dane County
630 E Washington Ave
Madison,WI53703 		36-2167910 501c3 301,500       Program Operating Cost/Donor Designation for General Support
(114) Three Gaits
PO Box 153
Oregon,WI53575 		39-1472538 501c3 38,417       Donor Designation for General Support
(115) Triangle Community Ministry
755 Braxton Place Apt B109
Madison,WI53715 		39-1425047 501c3 17,430       Program Operating Cost/Donor Designation for General Support
(116) United Fund of Iowa County
PO BOX 63
Dodgeville,WI53533 		23-7140278 501c3 5,443       Donor Designation for General Support
(117) United Way of Blackhawk Region
205 N Main St Ste 101
Janesville,WI53545 		39-6006734 501c3 16,020       Donor Designation for General Support
(118) United Way of Dane County Foundation
2059 Atwood Ave
Madison,WI53704 		39-1763471 501c3 68,727       Donor Designation for General Support
(119) United Way of Green County
PO Box 511
Monroe,WI53566 		39-6060531 501c3 7,854       Donor Designation for General Support
(120) University of Wisconsin Foundation
1848 UNIVERSITY AVE
Madison,WI53726 		39-0743975 501c3 14,069       Donor Designation for General Support
(121) Urban League of Greater Madison
2222 S Park St Ste 200
Madison,WI53713 		39-1098146 501c3 358,444       Program Operating Cost/Donor Designation for General Support
(122) UW Hillel Foundation
611 LANGDON ST
Madison,WI53703 		39-2035142 501c3 32,000       Donor Designation for General Support
(123) Vera Court Neighborhood Center
614 Vera Ct
Madison,WI53704 		39-1945609 501c3 114,457       Program Operating Cost/Donor Designation for General Support
(124) West Madison Senior Coalition
517 N Segoe Rd Ste 309
Madison,WI53705 		39-1222036 501c3 40,801       Program Operating Cost/Donor Designation for General Support
(125) Wil-Mar Neighborhood Center
953 Jenifer St
Madison,WI53703 		39-1796793 501c3 5,877       Donor Designation for General Support
(126) Wisconsin Academy for Graduate Service Dogs
1338 Dewey Ct
Madison,WI53703 		39-1626569 501c3 42,769       Donor Designation for General Support
(127) Wisconsin Environmental Education Foundation
800 Reserve St UW-Stevens Point
110B College of Natural Resources
Stevens Point,WI54481 		20-2042476 501c3 32,303       Donor Designation for General Support
(128) Wisconsin Equal Justice Fund
PO BOX 475
Wausau,WI54402 		39-1904737 501c3 8,656       Donor Designation for General Support
(129) Worker Center
2300 S Park St Ste 6
Madison,WI53713 		41-2227413 501c3 7,913       Program Operating Cost/Donor Designation for General Support
(130) YWCA of Madison
101 E Mifflin Street
Madison,WI53703 		39-0806303 501c3 938,607       Program Operating Cost/Donor Designation for General Support
(131) YMCA of Dane County
8001 Excelsior Dr Ste 200
Madison,WI53717 		39-0806253 501c3 93,973       Program Operating Cost/Donor Designation for General Support
(132) Youth Services of Southern Wisconsin
1955 Atwood Avenue
Madison,WI53704 		39-1391737 501c3 155,899       Program Operating Cost/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
129
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
3
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2014

Schedule I (Form 990) 2014
Page 2
Part III
Grants and Other Assistance to Domestic Individuals. 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) 2014


Additional Data


Software ID: 14000267
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 Information about Schedule J (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
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), 501(c)(4), and 501(c)(29) organizations 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) 2014

Schedule J (Form 990) 2014
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 in column(B) reported as deferred in prior Form 990
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
1Leslie Ann HowardPresident/CEO (i)
(ii)		 202,271
...............................
0 		17,500
...............................
0 		0
...............................
0 		15,983
...............................
0 		16,667
...............................
0 		252,421
...............................
0 		0
...............................
0
Schedule J (Form 990) 2014

Schedule J (Form 990) 2014
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.
Schedule J (Form 990) 2014

Additional Data


Software ID: 14000267
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
2014
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 46 809,954 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) (2014)
Schedule M (Form 990) (2014)
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) (2014)
Additional Data


Software ID: 14000267
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 990-EZ 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
2014
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 Gain on Donor Designated Pledges: $135,960; Change in Temporarily Restricted Net Assets: $1,226,337
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2014

Additional Data


Software ID: 14000267
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 Information about Schedule R (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047
2014
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(c)(3) 11 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) 2014
Schedule R (Form 990) 2014
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) 2014
Schedule R (Form 990) 2014
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 345,472  
(2) United Way of Dane County Foundation

 q 28,395  
(3) United Way of Dane County Foundation

 r 63,230  



Schedule R (Form 990) 2014
Schedule R (Form 990) 2014
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) 2014
Schedule R (Form 990) 2014
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 $345,472. Of that contribution, $207,255 is the transfer of earnings from individual board designated funds to fulfill campaign pledges. The remaining $138,217 is the contribution from the related organization for the year recorded in Part VIII of the Form 990.
Schedule R (Form 990) 2014
Additional Data


Software ID: 14000267
Software Version: v1.00