Nonprofit · EIN 39-1763471
UNITED WAY OF DANE COUNTY FOUNDATION INC
Tax-exempt · MADISON, WI 53704
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $4,157,342 | $1,347,288 | $2,810,054 | $34,566,914 | $57,041 | $34,509,873 |
| December 31, 2023 | 990 | $3,189,997 | $832,511 | $2,357,486 | $29,834,191 | $45,135 | $29,789,056 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $1,956,875
- Program service revenue
- $0
- Investment income
- $2,141,238
- Net gain from sales of assets
- $1,340,809
- Net income from fundraising events
- $141
- Other revenue
- $59,229
Expenses
- Grants and similar amounts paid
- $1,158,149
- Other salaries and wages
- $50,529
- Salaries, compensation and benefits (total)
- $65,127
- Professional fundraising fees
- $0
- Accounting fees
- $4,318
- Travel
- $1,784
- Program services (functional)
- $1,158,149
- Management and general (functional)
- $32,240
- Fundraising (functional)
- $156,899
Balance sheet and other
- Total assets, start of year
- $29,834,191
- Total assets, end of year
- $34,566,914
- Total liabilities, end of year
- $57,041
- Net assets, end of year
- $34,509,873
- Land, buildings and equipment
- $66,110
- Publicly traded securities
- $29,288,563
- Net assets without donor restrictions
- $33,372,418
- Net assets with donor restrictions
- $1,137,455
- Gross receipts
- $27,036,384
- Employees
- 0
- Volunteers
- 100
- Year formed
- 1993
- State of legal domicile
- WI
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Renee Moe | President/CEO Trustee or director, Officer | 4 | $0 | $263,878 | $73,213 |
| Nicholas Wood | CFO and Vice President Administration Officer | 4 | $0 | $135,103 | $37,575 |
| Terry Heinrichs | Board Chair Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Thomas E Dott | Board Vice Chair Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Gary Schaefer | Secretary/Treasurer Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Christopher Cain | Board Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Robert Cottingham | Board Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Walter Dewey | Board Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Jennifer Hannon | Board Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Kirsten Houghton | Board Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Cedric Johnson | Board Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Paul Kundert | Board Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Patti Madden | Board Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Ursula Norwood | Board Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Meg Prestigiacomo | Board Trustee Trustee or director | 1 | $0 | $0 | $0 |
3 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Greg Rademacher | Board Trustee Trustee or director | 1 | $0 |
| Dorothy Steffens | Board Trustee Trustee or director | 1 | $0 |
| Teo Trandafir | Board Trustee Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 20 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Renee Moe | President/CEO Trustee or director, Officer | 4 | $0 | $252,878 | $72,879 |
| Nick Wood | CFO and Vice President Administration Officer | 4 | $0 | $130,914 | $32,571 |
| Terry Heinrichs | Board Chair Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Thomas E Dott | Board Vice Chair Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Gary Schaefer | Secretary/Treasurer Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Kristin Balistreri | Board Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Marion Brown | Board Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Robert Cottingham | Board Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Walter Dewey | Board Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Jennifer Hannon | Board Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Elizabeth Heiner | Board Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Cedric Johnson | Board Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Jaimes Johnson | Board Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Andy King | Board Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Jeff Levy | Board Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Ursula Norwood | Board Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Meg Prestigiacomo | Board Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Jay Sekelsky | Board Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Dorothy Steffens | Board Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Catherine Taylor | Board Trustee Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 2059 ATWOOD AVE, MADISON, WI 53704-6608
- Principal officer (990 for 2024)
- Renee Moe, 2059 Atwood Ave, Madison, WI 53704
- Signed the 990
- Renee Moe, President
- Phone
- (608) 246-4350
- Website
- unitedwayofdanecounty.org
- Return prepared by
- CliftonLarsonAllen
Mission
The United Way of Dane County Foundation, Inc. exists to support the United Way of Dane County mission: to unite the community to achieve measurable results that change lives. By providing a base of support, the Foundation helps United Way invest our community's resources to achieve the Agenda for Change. The Foundation allows caring community members to create a legacy of giving.
Program accomplishments
- Earnings from the Foundation are Invested in the Strategies that Support our Community's Plan for Community Well-Being - Since its creation, we have worked with delegations, partners, & Community Solutions Teams to create Mobilization Plans, identify research-based strategies to assess, reduce and eliminate the underlying causes of those issues and ultimately bring measurable results. The four areas of the Community Plan for Well-Being are: Youth Opportunity - Helping young people realize their full potential; Financial Security - Building financial stability and strength; Healthy Community - Improving health and well-being for all; Community Resiliency - Addressing urgent needs today and advancing a better tomorrow. Each area has primary, measurable goals and antecedent metrics that are based in best practices. They are not simply measures of the units of service delivered, but of the effect on lives and the changes for better that service recipients experience. Success in changing the human condition is measured by success in moving the needle on these metrics that focus on root causes of community issues. See Schedule O for accomplishments surrounding the Agenda for Change areas.Expenses $1,158,149 · grants $1,158,149
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 39-1763471
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1993
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $34,566,914
- Income (IRS master file)
- $27,036,384
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $4,157,342 | $1,347,288 | $34,566,914 | IRS |
| 990 | December 2023 | $3,189,997 | $832,511 | $29,834,191 | XML |
| 990 | December 2022 | $3,372,886 | $937,900 | $24,406,132 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 39-1763471).
Questions about UNITED WAY OF DANE COUNTY FOUNDATION INC
- What is the EIN of UNITED WAY OF DANE COUNTY FOUNDATION INC?
- The employer identification number (EIN) of UNITED WAY OF DANE COUNTY FOUNDATION INC is 39-1763471.
- Is UNITED WAY OF DANE COUNTY FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1993.
- Are donations to UNITED WAY OF DANE COUNTY FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does UNITED WAY OF DANE COUNTY FOUNDATION INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of UNITED WAY OF DANE COUNTY FOUNDATION INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UNITED WAY OF DANE COUNTY FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of UNITED WAY OF DANE COUNTY FOUNDATION INC?
- The 990 for the year ended December 31, 2024 names Renee Moe.
- Who are the officers and directors of UNITED WAY OF DANE COUNTY FOUNDATION INC?
- The 990 for the year ended December 31, 2024 lists 18 people; 0 received compensation from the organization.
- How much revenue does UNITED WAY OF DANE COUNTY FOUNDATION INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $4,157,342, expenses of $1,347,288 and total assets of $34,566,914 at year end.
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