2011 United Way of Dane County Annual Report

ARE YOU WITH US?

2011 United Way of Dane County Annual Report

the power of volunteerism!

3 Letter to Dane County

4-5 The Power of Volunteerism

6-7 Volunteer Spotlight: Terry Twedell:

Schools of Hope

8-9 Volunteer Spotlight: TASC: Housing First

10-11 Volunteer Spotlight: Dr. Steve Barczi:

Safe and Healthy Aging

12-13 Year in Review: 2011

14-15 Partners

16-17 Financials

18-19 Foundation and Board of Directors

table of contents

do you have ideas to share with us?Call (608) 246-4350 to speak with Deedra Atkinson, or email combuild@uwdc.org. Your idea could be vital to improving the human condition in Dane County!

2011 photo credits Except where otherwise noted, the photos used throughout this Annual Report are courtesy of United Way partner agencies, volunteers and staff.

Below:Danielle, Wade and William of Stoughton benefitted from United Way’s early childhood education strategies.

Photo: David Nevala

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Dear Friends,For 90 years, we have strived to fulfill our mission to unite and focus our community to create measurable results in changing people’s lives and strengthening Dane County.

We want to continually engage the community to understand the scope and dimensions of the human issues you feel are most important. Since 2003, our Agenda for Change has focused on Education, Safety and Health.

We bring together time, talent and financial resources graciously donated by the community. Through deep and committed work with our partners, we set specific goals and achieve results.

It takes substantial resources focused in a purposeful way over a significant period of time. It takes a belief that our children of color can succeed in our schools, that families can permanently escape home-lessness and that seniors can remain safe and independent.

We believe that changing the human condition starts here, starts now, with all of us. It’s a journey we’ve been on for 90 years. Thanks for being with us!

Jim Riordan2011 Chair, Board of Directors

Leslie Ann Howard President & CEO

Leslie Ann Howard recognizes Dane County volunteers at the 2011 Community Volunteer Awards.

Jim Riordan addresses volunteers and community partners at 2011 Recognition Reception.

Photo: Gigi Miller

Photo: Gigi Miller

Our Community’s power of volunteerism

United Way engages our community, mobilizes volunteers, and strengthens local nonprofits to achieve measurable results and change lives. Together we are changing the human condition by developing research-based solutions to problems our community has asked us to address.

We unite the expertise, knowledge, and effort of volunteers, along with the financial support of generous donors to achieve community impact. This is our Impact Formula.

Our goals in Education, Safety, and Health each require the mobilization and participation of volunteers who generously offer their talents to ensure sustainable results. Whether it is tutoring a child in math so she succeeds in school, performing home chores for an older adult so he can remain independent at home, or using

LIVE UNITEDLIVE UNITED

IMPACTLIVE UNITED

Impact Formula

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professional skills to come up with system-wide solutions to eliminate homelessness – we all benefit.

If you have not had the opportunity to be part of this equation, we invite you to help. United Way is your partner in ensuring your skills and knowledge are aligned with volunteer opportunities that achieve community-wide impact. It is a chance to see the Agenda for Change at work and understand how your effort is changing lives.

Our Community’sagenda for change

education • Students succeed academically and graduate from high school, regardless of race.

•Children are cared for and have fun as they become prepared for school.

safety • There is a decrease in family homelessness.

• There is a reduction in violence toward individuals and families.

health • People’s health issues are identified and treated early.

• Seniors and people with disabilities are able to stay in their homes.

Board members Tim Sullivan, Doug Strub and Tom Zimbrick discuss Agenda for Change priorities in April 2011.

United Way engages our community, mobilizes volunteers and strengthens local nonprofits to achieve measurable results and change lives.

Volunteer Spotlight—Terry Twedell: Schools of Hope

After retiring from 34 years as a Sun Prairie school teacher, Terry Twedell never imagined herself back in the classroom working one-on-one with students. That was until a former student, now an AmeriCorps Tutor Coordinator, asked her to become a volunteer tutor of elementary students with United Way’s Schools of Hope education initiative. That moment turned Terry back toward Northside Elementary, which she calls her second home.

Terry has been changing young lives through volunteering ever since. In 2011, she tutored a fifth-grade girl with difficulties in math and reading. “We went backwards and started with second-grade reading and math so we could build on a foundation. Schools of Hope allows the tutor and student to go back, find the spot and get the help needed.” Today, that young girl is reading at grade level, improving her math skills, and most importantly, smiling much more than before. “When you think of a light bulb going off,” explains Terry, “that was a light bulb moment!”

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agenda for changeVolunteer Opportunities

In 1995, at the invitation of the Wisconsin State Journal and WISC— TV3, United Way of Dane County led a team of partners to address the academic achievement gap between students of color and their white peers. That partnership ignited Schools of Hope, a community-wide effort to improve achievement in literacy for students of color through research-based strategies. The initiative focuses on reading achievement for all students by fourth-grade. Reading by fourth-grade is a reliable indicator of future academic success and likelihood to graduate high school.

Volunteer tutors, teachers and our agency partner, Centro Hispano of Dane County are the key to results in our Schools of Hope initiative. In 2010-2011, we reduced the fourth-grade literacy gap further. In MMSD, 6% of students now read at or below minimal level (versus 9% in 2010) according to results of the Wisconsin Concept and Knowledge Exam (WCKE).

Between 2006 and 2011, the rate of Latino students scoring minimally on the WCKE has reduced from 20% to 11%, and the rate of African American students scoring minimally has reduced from 17% to 14%. In concert with teachers, our volunteers are reducing the racial achievement gap in 38 elementary schools in Madison, Sun Prairie and Middleton/Cross Plains.

According to Terry Twedell, it takes a passion for children, focus and consistency to be successful as a tutor, “Students look forward to that half hour to an hour they spend with you,” she says. “They are going to be tomorrow’s leaders – we need to make sure they have a strong foundation – and that would be an education.”

7,214 Dane County students were tutored by 1,609 tutors in school year 2010-2011.

Education • Tutor an elementary student in math or reading so he can continue to succeed in the classroom. • Tutor a high school student in algebra to increase her chances of graduating from high school.

• Perform mock job interviewers for at-risk youth so they can develop the skills needed to gain employment.

• Mentor a child or youth so she can gain the confidence needed to make positive life choices.

• Teach parents how to play and learn with their children, so they are prepared for their first day of kindergarten.

In partnership with Urban League of Greater Madison and MMSD, the percent-age of students of color completing algebra by tenth grade in that district increased from 30% in 2001 to 72% in 2010.

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to get involved please go to volunteeryourtime.org

Volunteer Spotlight—TASC:Housing First In early 2011, Jackie Anderson, HR Generalist at TASC, received an email from United Way’s Business Volunteer Network regarding an exciting new opportunity to participate in the Housing First Makeover Challenge.

On a sunny day in July, the TASC team joined volunteer groups from Summit Credit Union, Placon Corporation and Globe University on Madison’s East side. There, they used creativity, gently used donated items and up to $100 to redecorate the apartments of four families involved with United Way’s Housing First initiative. Housing First is Dane County’s highly successful model of helping at-risk families avoid or leave the cycle of homelessness.

In its five-year history, Housing First has proved itself as a model program for stabilizing homeless Dane County families. The initiative focuses first on establishing permanent places to live, then supporting with case management, connection to community resources, and build-ing financial literacy, budgeting and job skills to ensure long-term sustainability.

In 2011, more than 2,100 families remained in permanent homes and avoided the instability of homelessness thanks to United Way’s housing strategies.

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Thanks to ongoing partnerships with YWCA, The Road Home, Salvation Army and Porchlight, these elements result in an 80 percent long-term success rate of Housing First families. In fact, United Way’s Housing First is twice as successful and half the cost of the traditional shelter system at ending family home-lessness.

In their apartment makeover, the TASC team incorporated simple details that help parents manage a home and family. An in-home library in the living room and bedrooms provided plenty of reading material for the family’s two children. A computer station offered a place for budgeting and other organizational needs. Finally, new mattresses, donated by Ashley Furniture, took the place of piles of blankets and clothes previously used for sleeping – a benefit provided to all of the families involved in the Challenge. The TASC team ultimately took the first-place trophy.

“TASC is incredibly giving,” said Jackie. “Employ-ees feel like they are part of something bigger and not just a place to go to work.” Along the way, employees learned more about the issue of family homelessness in Dane County. “It was a great way to become more connected to United Way’s work and, as donors, understandwhat we are donating to.”

1,672 households received financial literacy and tenant education to ensure long-term success in stable housing in 2011.

agenda for changeVolunteer Opportunities

safety • Become an information and referral specialist at United Way 2-1-1 to help families in need connect with community resources.

• Sort and organize food at a local food pantry for low-income families to access so they don’t have to choose between putting food on the table or paying for rent.

• Become a financial coach and help families develop money and budget management skills to ensure long-term financial stability.

to get involved please go to volunteeryourtime.org

Volunteer Spotlight—Dr. Steve Barczi: Safe and Healthy AgingFor Dr. Steve Barczi, MD, working with older adults came easy to him. “I had an extended family with a mix of generations: great aunts and uncles, grandparents and great-grand-parents. Older adults have wisdom and an appreciation of what was done for them,” says Dr. Barczi.

When United Way invited Dr. Barczi to its Delegation on Safe and Healthy Aging – along with 37 other community partners and health-care professionals – he was skeptical. All that changed after the first meeting: “It became very clear to me from the beginning that United Way was focused and transparent. There was a heart to the vision and United Way wanted to do what’s right by helping older adults stay safe.”

Over the next year, Dr. Barczi and other delegation members identified the most pressing problems facing Dane County’s seniors, and then developed a plan to address some of those issues using community resources. The expertise Dr. Barczi developed at the School of Medicine and Public Health at UW-Madison and the William S. Middleton Memorial Veterans Hospital became invaluable to the delegation’s work.

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In September 2011, United Way’s Delegation on Safe and Healthy Aging, in partnership with Pharmacy Society of Wisconsin and The Wisconsin Pharmacy Quality Collaborative, released a plan to reduce the rate of negative drug reactions – which are the unintended reactions of one or more prescriptions, drugs, vitamins or supplements – and falls among Dane County’s older adults by 15% by 2015. This plan leverages the collaboration of physicians, pharmacists, community partners, media, and caregivers. Through medication reviews by qualified and trained pharmacists, falls prevention classes and community education, seniors can remain safe and independent in their homes while enjoying the highest possible quality of life.

Dr. Barczi continues to speak on behalf of the delegation and the Safe and Healthy Aging initiative. “Once we knew the message, there was a group of us on the delegation who were passionate about this initiative and wanted to make it unfold,” explains Dr. Barczi. “My role as an educator was translatable to speaking about the delegation and content and to help create additional supporting materials.”

According to Dr. Barczi, many health care professionals reach a point where they are looking for a new challenge. “You ask yourself, ‘What is the next step?’” For Dr. Barczi, that step was investing in his community through volunteering – ultimately expanding the reach of his work beyond his own patients. “There is a satisfaction there” he says.

Taking over 5 medications exposes older adults to a greater than 50% chance of a negative drug reaction.

The average Dane County senior takes 6.4medications daily.

30 Dane County pharmacies are trained to perform medication reviews for seniors to determine if they are at risk of suffering a negative drug reaction.

agenda for changeVolunteer Opportunities

health • Prepare and deliver meals to homebound seniors so they have the nutrition they need to remain healthy and independent.

• Perform home safety assessments for seniors to prevent falls.

• Become a home chore volunteer and help older adults with laundry, yard work, and other basic household tasks. • Provide older adults with rides to medical and other appointments who otherwise do not have a source of transportation or can not afford private transportation.

to get involved please go to

volunteeryourtime.org

January 21 - Grand Opening of the East Towne Play and Learn! Play area sponsored

by Oscar Mayer/Kraft Foods and program-ming provided by Children’s Service Society of WI.

January 28 - Schools of Hope Sun Prairie Leadership Team tackles data analysis and how to recruit more tutor volunteers at their first meeting of 2011.

April 6 - 2011 Campaign Cabinet and Employee Campaign Managers attended the

Agenda for Change bus tour featuring stops at Housing First units, NESCO and Kajsiab House.

April 29 - 1,500 youth volunteers from Dane County participated in service

projects for Global Youth Service Day. Proj-ects included building picnic tables, sorting clothing and cleaning up schools and parks.

2011 the YEAR in REVIEW

April 30 - Members of the RosenberrySociety partnered with MAGNET for a

“Housing First” volunteer project. Volunteers cleaned and painted an apartment home for a family in transition to permanent housing.

April 30- May 4 - Forty members of sixteen different local faith-based organiza-

tions participated in the Communities of Faith Housing First Bus Tour to gain a better understanding of affordable housing resources in Dane County.

May 20 - More than 200 young leaders came together for the Rosenberry

Society’s annual “Berry Bash” at the rooftop sculpture garden of the Madison Museum of Contemporary Art. Event proceeds benefited the Rosenberry Fund in the United Way of Dane County Foundation.

June 2 - Scott Lockard, President, Madison Area Market of U.S. Bank, N.A., and

campaign committee members received the Spirit of America award from Leslie Ann Howard. This award is United Way’s highest national honor recognizing exemplary corpo-rate citizens for outstanding employee and community engagement.

June 2-3 - United Way of Dane County hosted the fifth consecutive Center of

Excellence workshop. United Ways from across the country learned about the delega-tion process and how to develop a mobiliza-tion plan to address community issues.

June 7 - Tocqueville Society’s annual Membership Lunch highlighted United

Way’s work in ensuring students succeed academically and graduate from high school, regardless of race.

June 7 - Public launch of United Way’s Delegation to Improve Behavioral Health plan. The initiative addresses behavioral

health issues that prevent families from leading full and productive lives.

June 22 - Members of the United Way Women’s Initiative gathered at Nakoma Golf

Club for breakfast and to learn about Schools of Hope elementary education strategies.

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July 14 - Business volunteers partici-pated in the first annual Housing First Make

Over Challenge. Ashley Furniture Home Store provided new mattresses to Housing First families. Volunteer celebrity judges gave awards to businesses with the most creative makeovers.

July 14 - Leadership Reunion hosted by the United Way Foundation connected

organizational leaders spanning 60 years of involvement with each other and United Way’s work.

August 23,24,26 - Over 3,000 people volunteered over 10,000 hours at the 18th annual United Way Days of Caring volunteer event. 130 companies and other groups volunteered at 66 non-profit agencies throughout Dane County.

August 26 - Sixty-five volunteers from Dane County businesses volunteer as mentors for the day with children from the Madison Area Urban Ministry’s Mentoring Connections and Northport Community Learning Center.

September 1 - 230 people attended the public launch of United Way’s Safe and Healthy Aging Initiative. This plan includes

strategies to keep seniors safe, healthy, and independent by reducing the rate and number of adverse drug events and falls among Dane County’s senior population.

September 1 - Rural Mutual Insurance Company employees, including Executive

Vice President & CEO, Peter Pelizza, hold a chip off contest to have fun and raise money as part of their United Way campaign

September 14 - Key Club members celebrated the 30th anniversary of the Key

Club program at a special anniversary reception at the Wisconsin Institutes for Discovery.

September 15 - American Family Insur-ance along with hocky great Jessie Vetter,

held a golf outing to benefit United Way as a way for Jessie to give back to our community which has supported her and her career.

September 22 - UW Credit Union employees, including Paul Kundert,

President & CEO, participate in a bus tour to learn firsthand about United Way’s Agenda for Change.

September 25 - Fritz Steinhauer and his family were honored at the annual Tocqueville Society Reception, underwritten by Tocqueville Chairs Andy and Anna Burish.

November 17 – Over 1,000 local phi-lanthropists gathered to celebrate the 2011 campaign, which is projected to exceed $16.6 million. Starr Burke of The Management Group

won the 2011 Lexus Sweepstakes, sponsored by Jon Lancaster Toyota and Lexus of Madison, Johnson Bank, and WPS Health Insurance.

December 8 - Nearly 100 individuals from Dane County schools, law enforcement, community agencies, and health providers attended the Children’s Mental Health Summit. Participants discussed strategies on how to address behavioral health issues at an early stage so children can be successful in school.

December 8 - The Rosenberry Society gathererd for its annual “Ugly Sweater”

holiday party at The Old Fashioned. Guests donated gifts and cash for the Holiday Teen Gift Drive.

December 12-16 - Over 1,500 teens from low-income families received holiday

gifts and $50 gift cards through the Teen Gift Program. Underwritten by an anonymous donor, the Teen Gift Program ensured that teens enjoyed a gift along with their younger siblings.

100 Black Men •ABC For Health •Access Community Health Centers • •Access to Independence •Advanced Employment •Agrace HospiceCare Inc. •AIDS Network •AIDS Resource Center of Wisconsin •Allied Stakeholders Partnership • Alliant Energy •Altrusa •Alzheimer’s Dementia Alliance of Wisconsin •American Family Insurance •American Heart Association •American Red Cross-Badger Chapter •Apartment Association of South Central WI •ARC Community Services • •The ARC - Dane County •Area Agency on Aging of Dane County •Attic Angel Community • •Big Brothers Big Sisters of Dane County •Boys and Girls Club of Dane County •Business Volunteer Network • • •Cambridge Area Youth Center •Canopy Center • •Care Wisconsin •Catholic Charities, Inc. • • •Center for Families, Inc. • •Centro Hispano of Dane County • •Children’s Service Society of Wisconsin • •City of Madison • • •City of Stoughton • • •Coalition of Wisconsin Aging Groups •Colonial Club Senior Activity Center •Community Action Coalition • Community Coordinated Child Care, Inc. •Community Health Charities of Wisconsin •Community Partnerships •Community Work Services •Cornucopia •CUNA Mutual Group and CMG Foundation •Dane County • • •Dane County Caregiver Alliance •

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2011 Partners

Dane County CASA, Inc. •Dane County Criminal Justice Task Force •Dane County Dental Society •Dane County Dental Society •Dane County Enhanced Gang Taskforce • Dane County Food Pantry Network • Dane County Homeless Consortium •Dane County Housing Authority •Dane County Humane Society •Dane County Medical Society •Dane County Parent Council (Headstart) •Dean Health System • •Deerfield Community Center •DeForest Area Community and Senior Center •Domestic Abuse Intervention Services •East Madison Community Center • • •East Madison/Monona Coalitaion of the Aging •Edgewood College • •Energy Services •Epilepsy Foundation of South Central WI •Family Connection •Family Service Madison, Inc. • •Family Support and Resource Center •Financial Education Center •Forward Community Investments •Friends of Troy Gardens •Genesis Social Services •Gilda’s Club •Girl Scouts of Black Hawk Council •Give Kids a Smile Coalition •The Goodman Foundation • •Goodman Community Center • •Greater Madison Chamber of Commerce • • •Group Health Cooperative of South Central WI • •Habitat for Humanity of Dane County, Inc. •Hancock Center for Movement Arts and Therapy •Henry Vilas Zoological Society • •Home Health United Xtra Care •Hope Haven •Hope House • •Hunger Prevention Council of Dane County, Inc. • Imagine a Child’s Capacity •Independent Living, Inc. •Isthmus •Jewish Social Services •Joining Forces for Families • •Journey Mental Health Center • •Kennedy Heights Neighborhood Association •Latino Children and Families Council •

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Literacy Network • •Lussier Community Education Center • •Lutheran Social Services •M3 • • •Madison Apprenticeship Program •Madison Area Rehabilitation Center • Madison Children’s Museum •Madison College • •Madison Community Foundation • •Madison Jewish Community Council •Madison Metropolitan School District • • •Madison School Community Recreation • •Madison Teachers Inc. •Madison - area Urban Ministry •Marshall Area Community & Youth Center, Inc. •McFarland School District •McFarland Youth Center •Meridian Group, Inc. •Meriter Health Services •Middleton Cross Plains Area School District •Middleton Outreach Ministry • Mid-west Family Broadcasting •Mielcarek Family Foundation •Monona Grove Youth Center •Morgridge Center for Public Service •Mount Horeb Youth Center •Movin’ Out • NAMI Dane County •Nehemiah Community Development Corp. •Neighborhood House •North/Eastside Senior Coalition, Inc. •Northside Planning Council •Northwest Dane Senior Services •Omega School, Inc. •Operation Fresh Start • •Oregon School District • • Oregon Youth Center •Orion Family Service •Oscar Mayer/Kraft • • •Pfizer Corporation •Pharmacy Society of WI •Physician’s Plus •Henry J. Predolin Foundation •Porchlight • Rainbow Project • •The River Food Pantry •The Road Home •Ronald McDonald House Charities of Madison •RSVP of Dane County •

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Safe Communities Falls Prevention Task Force •Safe Harbor Child Advocacy Center •The Salvation Army • •Simpson Street Free Press •Society of St. Vincent dePaul •South Madison Coalition of the Elderly •South Madison Metropolitan Planning Coucil •Springs Window Fashions •St. Mary’s Hospital •Stafford Rosenbaum, LLP •Stark Company Realtors •State of Wisconsin Department of Corrections •Stoughton Area Resource Team, Inc. •Stoughton Optimists and Stoughton Kiwanis •Stoughton Youth Center •Sun Prairie Area School District • •Sun Prairie Youth Center •Sunshine Place •Tenant Resource Center •Three Gaits •Triangle Community Ministry •University of Phoenix •University of Wisconsin - Madison • • •University of Wisconsin Chancellor’s office •University of Wisconsin/Dane County Extension • • •Urban League of Greater Madison • •UW Hospital & Clinics • • •UW Medical Foundation •Vera Court Neighborhood Center • • •Verona Area School District •West Madison Senior Coalition •Wheelchair Recycling •Wil-Mar Neighborhood Center • • •WISC-TV3 •Wisconsin Academy of Graduate Service Dogs •Wisconsin State Journal •WKOW- TV • • •Worker Center •Workforce Development Board •YMCA of Dane County •Youth Services of Southern Wisconsin •YWCA of Madison • •

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Assets 2011 2010

Cash and Investments Receivables Pledges Accrued interest and other receivables Prepaid expenses Land, building and equipment,net of depreciation

Total Assets

liabilities and net assetsliabilitiesAccounts Payable Allocations & Designations payable

Total liabilities net assetsUnrestricted net assets Temporary restricted - campaign pledges

Total net assets

Total liabilities and net assets

United Way of Dane County Statement of Financial Position

(2011 Subject to audit)

$ 7,276,715

9,538,182251,092

51,791

2,729,708

$19,847,488

$ 497,4343,471,432

$ 3,968,866

$ 4,657,62211,221,000

$15,878,622

$19,847,488

$ 6,994,682

9,852,426287,186

66,609

2,785,692

$19,986,595

$ 564,3063,372,922

$ 3,937,228

$ 4,741,32011,308,047

$16,049,367

$19,986,595

As of December 31, 2011 with Comparative Totals for 2010

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Assets 2011 2010

Cash and Investments Receivables Pledges Accrued interest and other receivables Prepaid expenses Land, building and equipment,net of depreciation

Total Assets

liabilities and net assetsliabilitiesAccounts Payable Allocations & Designations payable

Total liabilities net assetsUnrestricted net assets Temporary restricted - campaign pledges

Total net assets

Total liabilities and net assets

Public Support & Revenue Gross Campaign Results (Fall of 2010/2011) Less: Donor designated pledges to federated organizations

Local Campaign ResultsLess: Donor designated pledges to specific agencies Less: Allowance for unpaid pledges

Net undesignated campaign revenue Gross campaign results(Fall of 2011) Less: Donor designated pledges to specific agencies Less: Allowance for unpaid pledges

Net undesignated campaign revenue Prior year undesignated campaign contributions released from restrictions Other contributions and grants

Total Public Support Investment income Rental income Donor designation fees Change in beneficial interest in endowment fund Sponsored activities, events & miscellaneous revenue Less: Sponsored activities, events expenses

Total public support & Revenue ExpensesProgram ServicesGrowing Up Getting Ready Healthy for Life Basic Needs Self Reliance & Independence Safe Communities, Strong Neighborhoods Agency & Volunteer Development Contracts and designations

Total Funds Awarded/ Distributed Less: Donor designations*

total program services Supporting Services:Resource development (fundraising) Management and general

Total Supporting Services Total Allocations, Community programs and expenses Change in net assets Net assets, beginning of period

Net assets, end of period

* Donations designated to agencies are reduced by fundraising costs.

$18,416,352

(1,859,593)

$16,556,759

(4,170,661)(274,797)

$12,111,301

— —

—

—

—1,328,794

$13,440,095$ 33,060

49,808401,986(76,205)

324,616

(308,459)

$13,864,901

$ 3,734,8902,667,3013,116,5631,526,023

2,055,229872,941

2,750,464

16,723,411(5,323,224)

$11,400,187

$ 1,607,053941,359

$2,548,412

$13,948,599$ (83,698)

4,741,320

$ 4,657,622

$18,416,352

(1,859,593)

$16,556,759

(4,170,661)(274,797)

$12,111,301

$ 15,116,984

(3,758,967)

(391,790)

$10,966,227

(11,097,486)1,373,006

$13,353,048$ 33,060

49,808401,986(76,205)

324,616

(308,459)

$13,777,854

$ 3,734,8902,667,3013,116,5631,526,023

2,055,229872,941

2,750,464

$16,723,411(5,323,224)

$11,400,187

$ 1,607,053941,359

$ 2,548,412

$13,948,599$ (170,745)

16,049,367

$15,878,622

—

—

—

— —

—

$ 15,116,984 (3,758,967)

(391,790)

$10,966,227

(11,097,486)44,212

$ (87,047) — — — —

—

—

$ (87,047)

— — — —

— — —

— —

—

— —

—

—$ (87,047)

11,308,047

$11,221,000

2011Unrestricted

2011 temporarily restricted

2011 total

United Way of Dane County Statement of Financial Activities As of December 31, 2011 (subject to audit)

$

$

$

$

$

$

$

$

2011 FOUNDATION TrusteesFor 90 years, United Way of Dane County has fulfilled a mission of changing lives and strengthening our community. Your gift to the United Way Foundation sustains this mission and extends your family’s legacy of effective, local philanthropy.

OfficersLonda Dewey, ChairThe QTI GroupMadelyn Leopold, Vice ChairBoardman Law FirmJeff Levy, Secretary/ TreasurerPhillips Distributing Corp.

Board of TrusteesHelen BakkeCommunity LeaderHolly Cremer BerkenstadtCommunity LeaderJohn BolzCommunity LeaderJim BlanchardCommunity LeaderBarbara FinleyMorgan Stanley Smith BarneyClayton FrinkThe Capital TimesLeslie Ann Howard, ex officioUnited Way of Dane CountySherri KliczakNational Guardian Life Insurance Co.Mark KoehlWipfli LLPTom PlumbSVA Plumb FinancialJim Riordan, ex officioWPS Health InsuranceJay SekelskyMadison Investment AdvisorsGary SteinhauerSteinhauer & CompanyCarol WahlinStoughton Trailers

Honorary TrusteesDon AndersonJerry M. HiegelJean Manchester-BiddickDale MathwichLoren Mortenson Thomas Ragatz

The United Way of Dane County Foundation provides a permanent base of support for the Agenda for Change.

United Way of Dane County Foundation Statement of Financial Position (2011 subject to audit)

Assets 12/31/2011 12/31/2010 Prepaid Expenses Beneficial Interest in Annuity Property/Artwork Investments M&I Trust

Total Assets

Liabilities & fund balancesLiabilities:Gift Annuity Payable Accounts Payable Total Liabilities Net AssetsUnrestricted Board Designated Temporarily RestrictedProperty/Artwork Temporarily Restricted Permanently Restricted

Total Net Assets

Total Liabilities & Net Assets

$ 150

31,23166,110

5,247,388

$5,344,879

$ 28,107 —

$ 28,107

$ 502,3784,135,527

66,110173,197

439,560

$5,316,772

$5,344,879

—

35,95766,110

4,807,367

$4,909,434

$ 32,36037

$ 32,397

$ 492,5213,705,385

66,110173,461

439,560

$4,877,037

$4,909,434

$

19The United Way of Dane County Foundation provides a permanent base of support for the Agenda for Change.

2011 Board of DirectorsExecutive Committee Members

Jim Riordan, ChairWPS Health Insurance

Gary J. Wolter, Vice ChairMadison Gas and Electric Company

Kevin Heppner, Secretary/TreasurerBaker Tilly Virchow Krause, LLP

Bettsey L. BarhorstMadison College

Darrell BazzellUniversity of Wisconsin-Madison

Ryan E. BehlingMerrill Lynch

Ellen L. BrothersAmerican Girl, Inc.

Mary P. BurkeCommunity Leader

Salvador CarranzaUniversity of Wisconsin System

Lau ChristensenChristensen Associates

Greg DombrowskiJohnson Bank

Dundeana K. DoyleAlliant Energy

Enid V. GlennState Department ofWorkforce Development/DVR

JoAnn M. HartLathrop & Clark LLP

Leslie Ann HowardUnited Way of Dane County

William JohnstonCapital Newspapers

Jina L. JonenWisconsin EducationAssociation Council

Scott C. LockardU.S. Bank, N.A.

Jay V. LoewiThe QTI Group

Gretchen R. LoweAFSCME Retirees Subchapter 52

Richard M. LynchJ.H. Findorff & Son Inc.

Nick MeriggioliOscar Mayer/Kraft Foods

Deirdre A. MorganOakhill Correctional Institution

Douglas S. NelsonM&I, A part of BMO Financial Group

Daniel A. NeradMadison MetropolitanSchool District

Lucía NúñezCity of Madison,Department of Civil Rights

Kathleen S. RalphCommunity Youth Leader

Daniel RashkeTASC

Anne E. RossFoley & Lardner, LLP

Jack C. SalzwedelAmerican Family Insurance

Craig E. Samitt, MDDean Health System

David K. StarkStark Company Realtors

Doug StrubMeridian Group, Inc.

Tim J. SullivanSheet Metal Workers Local 565

Maryann SumiDane County Circuit Court

Michael E. VictorsonM3 Insurance

James L. WoodwardMeriter Health Services

Noble L. WrayCity of Madison Police Department

Thomas J. ZimbrickZimbrick, Inc.

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Business Volunteer NetworkBarb Waters, ChairPlacon Corporation

Della Copp, Vice ChairEdgewood College

Campaign CabinetGreg A. Dombrowski, ChairJohnson Bank

Nick E. Meriggioli, Vice ChairOscar Mayer/ Kraft Foods

Douglas S. Nelson, Vice ChairM&I, A part of BMO Financial Group

Tocqueville SocietyAndy Burish and Anna Burish, ChairsUBS Financial Services, Inc.

Thomas A. Walker, Vice ChairMid-West Family Broadcasting

Key Club CommitteeJeffrey Freeman, ChairAmerican Girl

Kristine M Grigas, Vice ChairMadison Concourse Hotel and Governor’s Club

Rosenberry Society Advisory CouncilTracey Anton, ChairGoogins & Anton, Inc.

Sarah M. Hause, Vice ChairGoogins & Anton, Inc.

Marketing CommitteeJack C. Salzwedel, ChairAmerican Family Insurance

Kim Sponem, Vice ChairSummit Credit Union

Days of Caring CommitteeAnn Tieman, ChairPark Bank

Finance and Audit CommitteeKevin Heppner, ChairBaker Tilly, Virchow Krause, LLP

Nominating and Governance CommitteeNoble Wray, ChairCity of Madison Police Department

Personnel CommitteeDarrell Bazzell, ChairUniversity of Wisconsin- Madison

Strategic Campaign Issues CommitteeJim Riordan, ChairWPS Health Insurance

Mike Victorson, Vice ChairM3 Insurance

Women’s InitiativeKathy Bailey, ChairIsthmus Publishing Company, Inc.

Dorothy L Steffens, Vice ChairCredit Union National Association

Vision CouncilLucÍa Nuñez, ChairCity of Madison, Department of Civil Rights

Craig E. Samitt, MD, Vice ChairDean Health System

Delegation on Safe and Healthy AgingTom Walker, Co-ChairMidwest Family Broadcasting

Dr. Andy Kosseff, Co-ChairSisters of St. Mary

Delegation to Improve Behavioral HealthDonna Katen- Bahensky, Co-ChairUW Hospital & Clinics

Dan Rashke, Co-ChairTotal Administrative Services Corporation

Agency & Volunteer DevelopmentJoAnn M. Hart, ChairLathrop & Clark LLP

Basic NeedsDouglas D. Strub, ChairMeridian Group, Inc.

Christine Dahlhauser, Vice ChairBaker Tilly, Virchow Krause, LLP

United Way is a volunteer-led organization. From the Campaign Cabinet to the Finance Committee, community leaders are making a measurable impact through United Way.

Growing Up, Getting ReadySalvador Carranza, ChairUniversity of Wisconsin System

Tim Culver, Vice ChairSun Prairie Area Schools

Healthy for LifeScott Lockard, ChairUS Bank N.A.

Anita Pramoda, Vice ChairEpic Systems Corporation

Safe Communities, Strong NeighborhoodsDeirdre Morgan, ChairOakhill Correctional Institution

Judge Maryann Sumi, Vice ChairDane County Circuit Court

Self Reliance & IndependenceEnld V. Glenn, ChairWI Dept. of Workforce Development

Former Loaned ExecutivesElizabeth Knight, ChairM&I, A part of BMO Financial Group

Jennifer Lindberg, Vice ChairThe QTI Group

2011 United Way of Dane County Annual Report 2059 Atwood Avenue PO Box 7548, Madison, WI 53707-7548 (608) 246- 4350 www.unitedwaydanecounty.org

Tocqueville Society members volunteer at Lacy Gardens as part of 2011 Days of Caring.