WE’RE DOING WHAT WORKSUnited Way of dane CoUnty 2014 ANNuAl REpORT

At United Way of Dane County, we’re uniting people to address our community’s

toughest issues, create measureable results, change lives, and strengthen Dane County.

Ten years ago that was an aspirational mission. But in 2014 we have results that show

how we’re changing Dane County and improving the common good. We’re delighted

to share these results with you in this report.

2014 was a record-breaking year and an innovative year. We had a record campaign

of $19.6 million. We revised the Agenda for Change, adding “More people are on

pathways out of poverty,” and created a Delegation to Create Economic Stability for

Young Families that will operationalize this new vision later in 2015. We also received

a generous $1 million gift to create an employment game-changer in recruiting, hiring,

onboarding, and retention of people living in poverty, and to reduce our racial disparities.

Our HealthConnect program inspired headlines across the United States on our unique

collaboration to provide very low-income people with premium assistance to purchase

health insurance.

In this 2014 Annual Report, you can read more about the results we achieved and the

inspiring donors and volunteers who made this progress possible.

We would not be able to achieve this work without the leadership of the volunteers

on our Board of Directors, Vision Council, and the Community Solutions Teams,

Capacity Building Teams, Campaign Cabinet, Leadership Giving, Marketing, Personnel,

Nominating/Governance, Finance/Audit, Strategic Campaign Issues, and Labor

Participation Committees who offer their talent and thought leadership.

Thank you for helping us do more.

DEAR fRIEND,

Leslie Ann Howard President & CEO

Nick Meriggioli 2014 Board of Directors Chair

WE’RE DOING WHAT WORKS

CONTENTSWhat We Do . . . . . . . . . . . . . . .2

How We Do It . . . . . . . . . . . . . . 3

Who We Are . . . . . . . . . . . . . . . 4

Our Goals + Progress . . . . . . .6

Statement of Financial Position . . . . . . . . . . . . . . . . . 18

Statement of Financial Activity . . . . . . . . . . . . . . . . . 19

Board of Directors . . . . . . . . .20

Foundation Board of Trustees . . . . . . . . . 21

1

“We’re part of a united force, working towards the common good. The destiny of one member

in our community is the destiny of all. This shared future ties us

together. That is why we work together to improve the human

condition. That’s why we are here.”

Leslie Ann Howard

WHAT WE DO

Racial, Ethnic and Gender Disparities

Generational Poverty

Poor Behavioral and Physical Health

Unintended Consequences of Public Policy

Systemic Economic Changes

Inadequate Education

ROOT CAUSES OF OURCOMMUNITY’S TOUGHEST ISSUES

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

Students succeed and graduate from high school regardless of race

More people are on pathways out

of poverty

There is a decrease in family

homelessness

OUR COMMUNITY’S

AGENDAFOR CHANGE

Health issues identified and treated early

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

HEALTH

INCOME

EDUCATION

We strive to address the root causes of Dane County’s

toughest issues through the work of our Agenda for Change

in the areas of Education, Income, and Health.

2

HOW WE DO ITWe engage our community, use data, research and best practices,

mobilize volunteers and build the capacities of local partners

to achieve measurable results and change lives.

LOCAL EFFECTIVE

COLLABORATIVE

Independent & autonomous

Local volunteers andBoard of Directors

Community’s firstpoint of contact to give or get help 2-1-1

Makes the greatest impact where it is needed most

Most efficient use of funds (86%+ of donations invested directly in Agenda for Change)

Charity Navigator 4 star rating

We bring the community together to address its largest local issues by leveraging our relationships with the for-profit, government,

and non-profit sectors.

3

uNITED WE CHANGE lIvES AND STRENGTHEN OuR COmmuNITy

“ As a United Way board member, I know the time I invest makes a direct impact on my community. The work of the board in shaping the research-backed strategies of the Agenda for Change allows us each to use our individual skills and expertise to transform lives in Dane County.”

Ryan BehlingWealth Management Advisor, Merrill Lynch

and United Way VolunteervOlu

NTEE

RS

4

“ It’s impressive to see the amount of volunteering in the Agenda for Change. Together, our volunteers provided 496,404 hours to address our community’s toughest issues. Now that’s teamwork!”

Deirdre MorganDeputy Secretary, Wisconsin Department of Corrections

and United Way Volunteer

“ United Way reaches more people than I could possibly do on my own. I know United Way is doing all the research necessary and doing what works in the places that are needed most.”

Claudio DiazChief Human Capital Officer, Wipfli LLP

and United Way Donor

DONORS

5

“ I feel good about donating to United Way. I feel a part of a community that cares, and I know that my contribution joins the donations of over 32,000 people to create change.”

Mayra MedranoAccount Representative, Madison Gas and Electric Company

and United Way Donor

OuR GOAlEDuCATION Children are cared for and have fun as they become prepared for school

The academic achievement gap starts early—40% of incoming kindergarteners

in Dane County are not prepared for school—and those gaps can continue

for the rest of a child’s academic career. United Way works to ensure that

all children start school with developmentally appropriate skills to start

on the path to academic success, so that by 2020, 80% of our 4-year olds

will be at age-expected development and ready to begin school.

6

OuR pROGRESS• 86% of children who received home visitation through the Parent-Child Home program

are developmentally ready for kindergarten.

• 2,459 children and adults participated in United Way Play and Learn sessions, teaching

parents how to be their child’s first teacher.

• 2,968 children were screened using the Ages and Stages Questionnaire, a tool that helps

parents understand their child’s developmental progress.

• 1,000 books and community resources were distributed to families of newborns

through area hospitals.

7

OuR GOAlEDuCATION Students succeed academically and graduate from high school regardless of race

In Madison, 1 in 3 students of color do not graduate on time with their peers.

United Way works for a community in which students of all backgrounds can

thrive academically, from reading proficiently by 4th grade, to passing algebra

by 10th grade, to high school graduation. Today’s students will become

the next generation of an educated, high achieving workforce, making

our community stronger.

8

OuR pROGRESS• Madison’s elementary students tutored through Schools of Hope showed 19% higher

reading scores than a matched comparison group.

• 75% of the 250 K–5th grade students who participated in the new Read Up! pilot program

maintained or increased their reading levels over the summer. The pilot served students

who typically experience the “summer slide”—a decrease in reading levels that occurs

when school is not in session.

• 4,257 students were tutored in elementary, middle, and high school.

• 4,412 children participated in programming at neighborhood centers that support

homework completion, parental involvement in education, and improvement

in social skills to help children succeed in life.

9

OuR GOAlINCOmE More people are on pathways out of poverty

For every 100 renter households in poverty, there are only 21 affordable rental units

in Dane County, leaving over 18,000 families unable to find affordable housing.

An additional 21,000 adults in Dane County do not have a high school diploma,

making it difficult for them to find and retain family-sustaining jobs. United Way

employs a multigenerational approach that combines early childhood education,

housing, job training and employment so more Dane County families can achieve

stability and success.

10

OuR pROGRESS• 110 adults found employment after participating in the HIRE Education Employment Initiative.

• $1 million was raised for the HIRE initiative, which will stabilize 240 families over three years.

• 95.3% of participants in our Journey Home program remain out of prison two years

after release.

• 1,307 returning prisoners have received one-on-one assistance with residency, employment,

support, and treatment since 2006.

• 473 Journey Home participants found employment earning between $7.25 and $20 an hour.

11

OuR GOAlINCOmE There is a decrease in family homelessness

976 school-age children in Dane County slept in emergency shelter last year.

In fact, families with children make up nearly half of the people using shelter.

We work to prevent families from becoming homeless, so they can maintain

the stability they need to succeed in school, work and life. A stably-housed

community is a safer community, which is why we aim to decrease

family homelessness by 50% by 2015.

12

OuR pROGRESS• To date, Housing First has ended homelessness for more than 900 families with children.

• 2,300 families avoided eviction with case management.

• 688 low-income families participated in financial coaching and education.

• 158,141 families received food through food pantries, allowing more of their budgets

to go toward housing.

13

OuR GOAlHEAlTH People’s health issues are identified and treated early

1 in 4 students in Dane County have experienced a traumatic event by age 16.

Left unaddressed, the effects of trauma can impede a student’s academic

performance and opportunities for future success. By identifying and

treating behavioral health issues early, we can remove these barriers that

interfere with a student’s ability to learn, to achieve our goal of increasing

Dane County’s high school graduation rate to 95% by 2020.

14

OuR pROGRESS• 850 low-income Dane County residents obtained health insurance from the

Health Insurance Marketplace with premium payment assistance provided by

United Way’s HealthConnect program.

• 2,750 sixth graders were screened for behavioral health issues that interfere

with their learning in 2014.

• 600 K-12 students participated in FACE-Kids groups to address behavioral health

and social/emotional learning issues.

15

OuR GOAlHEAlTH Seniors and people with disabilities are able to stay in their homes

As the population of older adults in Dane County increases, they face a unique

set of health challenges, such as increased risk for Adverse Drug Events and falls.

Last year, 1,590 seniors visited Dane County emergency rooms for treatment of an

Adverse Drug Event. United Way works to provide resources and education through

medication reviews, home safety evaluations, and falls prevention classes to

ensure seniors can remain safely at home and enjoy an increased quality of life.

16

OuR pROGRESS• Dane County hospitalizations and emergency room visits resulting from adverse

drug events and falls among adults aged 65 and older decreased by 11%

between 2010 and 2012.

• 200 low income seniors received comprehensive medication reviews from local

pharmacists to assess and reduce their risk of Adverse Drug Events.

• 256 seniors received in-home assessments for the risk of falls.

• 620 seniors participated in evidence-based falls prevention programs.

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uNITED WAy Of DANE COuNTy STATEmENT Of fINANCIAl pOSITION *

Assets 2014 2013

Cash and investments Receivables Pledges Accrued interest and other receivables Prepaid expenses Land, building and equipment, net of depreciation Beneficial interest in assets held by others

$8,502,041

11,118,087771,387136,231

2,552,368913,743

$7,859,436

10,104,7981,111,804

125,4272,600,445

916,212

Total assets $23,993,857 $22,718,122

Liabilities and Net AssetsLiabilities

Accounts payable Allocations & designations payable Accrued salary & vacation

$91,5823,641,691

284,416

$98,1403,458,170

251,321

Total liabilities $4,017,689 $3,807,631

Net Assets

Unrestricted net assets Temporarily restricted—campaign pledges & other

$4,685,87015,290,298

$4,856,46314,054,028

Total net assets $19,976,168 $18,910,491

Total liabilities and net assets $23,993,857 $22,718,122

yOuR DOllARS AT WORK

uNITED WAy Of DANE COuNTy fOuNDATION STATEmENT Of fINANCIAl pOSITION*

Assets 2014 2013

Investments BMO Wealth Management Interest Receivable/Prepaid Expenses Beneficial Interest in Annuity Property/Artwork

$7,745,12320,80823,06366,110

$7,465,71220,43523,06366,110

Total assets $7,855,104 $7,575,320

Liabilities and Fund BalancesLiabilities

Gift Annuity Payable Accounts Payable

$20,75623,880

$20,75638,232

Total liabilities $44,636 $58,988

Net Assets

Unrestricted Board Designated Temporarily Restricted Permanently Restricted

$626,8106,016,771

727,327439,560

$581,9405,652,215

842,617439,560

Total net assets $7,810,468 $7,516,332

Total liabilities and net assets $7,855,104 $7,575,320

*Data current as of December 31, 2014 and December 31, 2013. 2014 Subject to Audit

18

uNITED WAy Of DANE COuNTy STATEmENT Of fINANCIAl ACTIvITIES*

Public Support and Revenue 2014 2014 2014

Gross Campaign Results ( Fall of 2013/2014) Less: Donor designated pledges to federated organizations

$19,552,573(1,629,396)

$19,552,573(1,629,396)

Local Campaign Results ( Fall of 2013/2014) Less: Donor designated pledges to specific agencies Less: Allowance for unpaid pledges

$17,923,177(4,051,937)

(260,536)

$17,923,177(4,051,937)

(260,536)

Net undesignated campaign revenue (Fall of 2013/2014) $13,610,704 $13,610,704

Gross Campaign Results (Fall of 2014) Less: Donor designated pledges to specific agencies Less: Allowance for unpaid pledges

$17,311,043(3,593,598)

(489,794)

$17,311,043(3,593,598)

(489,794)

Net undesignated campaign revenue (Fall of 2014) Prior year undesignated contributions released from restrictions Other Contributions and Grants $1,890,267

$13,227,651(12,915,114)

923,733

$13,227,651(12,915,114)

2,814,000

Total Public Support $1,236,270 $3,126,537

Donor designation fees Sponsored Activities, Events and Other Revenue

350,074160,462

$350,074$160,462

Total Public Support and Revenue $16,011,507 $17,247,777

ExpensesProgram Services

Total Program Funds Awarded/Distributed/Invested (Less: Donor Designations)**

$18,223,111(5,074,371)

$18,223,111(5,074,371)

Net Program Services $13,148,740 $13,148,740

Supporting Services

Resource Development (fundraising) Management and General

$2,062,729970,631

$2,062,729970,631

Total Supporting Services $3,033,360 $3,033,360

Community Programs and Supporting Services 16,182,100 16,182,100

Change in net assets Net assets, beginning of period

$(170,593)4,856,463

$1,236,21014,054,028

$1,065,67718,910,491

Net assets, end of period $4,685,870 $15,290,298 $19,976,168

TEMPoRARiLy UNRESTRiCTED RESTRiCTED ToTAL

*Data current as of December 31, 2014. Subject to Audit

** Donations designated to agencies are reduced by fundraising cost

19

20

BOARD Of DIRECTORSNick Meriggioli Chair Community Leader

Richard M. Lynch Vice Chair J.H. Findorff & Son Inc.

Dave Stark Secretary/Treasurer Stark Company Realtors

Darrell Bazzell UW-Madison

Ryan E. Behling Merrill Lynch

Anna Marie Burish UBS Financial Services

Dr. Jennifer Cheatham Madison Metropolitan School District

Dr. Tim Culver Sun Prairie Area School District

Dr. Jack Daniels III Madison College

Greg Dombrowski Johnson Bank

Dan Frazier US Bank

Henry Gaylord By Youth For Youth Representative

Enid Glenn WI Department of Workforce Development

Brenda Gonzalez Group Health Cooperative of South Central WI

Fritz Grutzner Brandgarten, Inc.

Kevin Gundlach South Central Federation of Labor

Mike Hamerlik WPS Health Insurance

Kevin Heppner Baker Tilly Virchow Krause, LLP

Leslie Ann Howard United Way of Dane County

Patricia Kampling Alliant Energy

Donna Katen-Bahensky UW Hospital & Clinics

Gretchen R. Lowe AFSCME Retirees Subchapter 52

Deirdre A. Morgan Wisconsin Department of Corrections

Michael L. Morgan Community Leader

Douglas S. Nelson BMO Harris Bank

Barbara Nichols Barbara Nichols Consulting

Rajesh Rajaraman Christensen Associates

Dan Rashke TASC

Susan Riseling UW-Madison Police Department

Anne E. Ross Foley & Lardner, LLP

Sam Rovit Oscar Mayer/Kraft Foods

Jack Salzwedel American Family Insurance

Kim M. Sponem Summit Credit Union

Doug Strub Meridian Group

Tim J. Sullivan SMART Local 565

Karen Timberlake UW Population Health Institute

Michael E. Victorson M3 Insurance

Gary Wolter Madison Gas and Electric Co.

AgENCy REPRESENTATiVES

Sharyl Kato The Rainbow Project, Inc.

Dora Zúñiga Big Brothers Big Sisters of Dane County

21

Madelyn Leopold Chair Retired, Boardman & Clark LLP

Jay Sekelsky Vice Chair Madison Investment Advisors

Mark Koehl Secretary/Treasurer Wipfli LLP

Darrell Bazzell UW-Madison

Darrell Behnke U.S. Bank

Holly Cremer Berkenstadt Community Leader

Jim Blanchard Community Leader

John Bolz Community Leader

Barbara Finley Morgan Stanley Smith Barney

Clayton Frink The Capital Times

Leslie Ann Howard ex officio United Way of Dane County

Sherri Kliczak Retired, National Guardian Life Insurance Co.

Norma Madsen Community Leader

Nick Meriggioli ex officio Community Leader

Jim Riordan Retired, WPS Health Insurance

Frederick Schwartz Sub-Zero Group, Inc.

Noble Wray Retired, Madison Police Department

John Zimdars The Zimdars Company, Inc.

HoNoRARy TRUSTEES

Don Anderson

Marv Conney

Jerry Hiegel

Jean Manchester

Dale Mathwich

Loren Mortenson

Thomas Ragatz

fOuNDATION BOARD Of TRuSTEES

2015 EvENTSAPRiL 22, 24–26

Global Youth Service Day

MAy 1 Community Volunteer Awards

JUNE 6 Berry Bash

JUNE 9

Loyal Contributor Party

JULy 9 Women’s Leadership Council Breakfast

AUgUST 18

Days of Caring Campaign Kickoff

NoVEMBER 19

Campaign Celebration

NoVEMBER 27–DECEMBER 11

Holiday Gift Drive for Teens

FEBRUARy 2016 Leadership Giving Breakfast

in 2015 we are launching our work to guide more families on

pathways out of poverty. All year long you will learn

how our work in employment, housing and early childhood combines

to create economic stability for young families.

unitedwaydanecounty.org

LET ME HEAR FRoM yoU!@LeslieAnnHoward/#doingwhatworks