WE’RE DOING WHAT WORKS United Way of Dane County
2014 Annual Report
Dear friend, 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.
Nick Meriggioli
Leslie Ann Howard
2014 Board of Directors Chair
President & CEO
WE’RE DOING WHAT WORKS “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
CONTENTS What 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
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WHAT WE DO 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.
EDUCATION ROOT CAUSES OF OUR
COMMUNITY’S TOUGHEST ISSUES Generational Poverty
Children are cared for and have fun as they become prepared for school Students succeed and graduate from high school regardless of race
INCOME
Systemic Economic Changes
Inadequate Education
Racial, Ethnic and Gender Disparities
OUR COMMUNITY’S
More people are on pathways out of poverty
FOR CHANGE
There is a decrease in family homelessness
AGENDA
Poor Behavioral and Physical Health Unintended Consequences of Public Policy
HEALTH Health issues identified and treated early Seniors and people with disabilities are able to stay in their homes
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HOW WE DO IT We 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 Independent & autonomous
EFFECTIVE Makes the greatest impact where it is needed most Most efficient use of funds (86%+ of donations invested directly in Agenda for Change)
Local volunteers and Board of Directors
Community’s first point of contact to give or get help 2-1-1
Charity Navigator 4 star rating
COLLABORATIVE We bring the community together to address its largest local issues by leveraging our relationships with the for-profit, government, and non-profit sectors.
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United we change lives and strengthen our community “ 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 Morgan
Volunteers
Deputy Secretary, Wisconsin Department of Corrections and United Way Volunteer
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“ A s 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 Behling Wealth Management Advisor, Merrill Lynch and United Way Volunteer
Donors
“ 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 Diaz Chief Human Capital Officer, Wipfli LLP and United Way Donor
“ 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 Medrano Account Representative, Madison Gas and Electric Company and United Way Donor
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OUR GOAL
EDUCATION 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.
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OUR PROGRESS •
6% of children who received home visitation through the Parent-Child Home program 8 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.
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OUR GOAL
EDUCATION 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.
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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.
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OUR GOAL
INCOME 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.
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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. •
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OUR GOAL
INCOME 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.
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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.
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OUR GOAL
HEALTH 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.
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OUR PROGRESS •
50 low-income Dane County residents obtained health insurance from the 8 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.
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OUR GOAL
HEALTH 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.
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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. •
00 low income seniors received comprehensive medication reviews from local 2 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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YOUR DOLLARS AT WORK Assets 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
United Way of Dane County Statement of Financial Position *
Total assets
2014
2013
$8,502,041
$7,859,436
11,118,087 771,387 136,231 2,552,368 913,743
10,104,798 1,111,804 125,427 2,600,445 916,212
$23,993,857
$22,718,122
$91,582 3,641,691 284,416
$98,140 3,458,170 251,321
$4,017,689
$3,807,631
$4,685,870 15,290,298
$4,856,463 14,054,028
Liabilities and Net Assets Liabilities
Accounts payable Allocations & designations payable Accrued salary & vacation
Total liabilities
Net Assets
Assets
Unrestricted net assets Temporarily restricted—campaign pledges & other
Total net assets
$19,976,168
$18,910,491
Total liabilities and net assets
$23,993,857
$22,718,122
2014
2013
Investments BMO Wealth Management Interest Receivable/Prepaid Expenses Beneficial Interest in Annuity Property/Artwork
$7,745,123 20,808 23,063 66,110
$7,465,712 20,435 23,063 66,110
$7,855,104
$7,575,320
Total assets
Liabilities and Fund Balances Liabilities
Gift Annuity Payable Accounts Payable
$20,756 23,880
$20,756 38,232
Total liabilities
$44,636
$58,988
$626,810 6,016,771 727,327 439,560
$581,940 5,652,215 842,617 439,560
Net Assets Unrestricted Board Designated Temporarily Restricted Permanently Restricted
Total net assets
$7,810,468
$7,516,332
Total liabilities and net assets
$7,855,104
$7,575,320
United Way of Dane County Foundation Statement of Financial Position*
*Data current as of December 31, 2014 and December 31, 2013. 2014 Subject to Audit
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United Way of Dane County Statement of Financial Activities* Temporarily Unrestricted Restricted
Public Support and Revenue
2014
2014
Total
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)
$13,610,704
$13,610,704
Net undesignated campaign revenue (Fall of 2013/2014)
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)
$13,227,651 (12,915,114) 923,733
$13,227,651 (12,915,114) 2,814,000
$1,236,270
$3,126,537
Net undesignated campaign revenue (Fall of 2014) Prior year undesignated contributions released from restrictions Other Contributions and Grants
$1,890,267
Total Public Support
Donor designation fees Sponsored Activities, Events and Other Revenue
350,074 160,462
$350,074 $160,462
$16,011,507
$17,247,777
Total Program Funds Awarded/Distributed/Invested (Less: Donor Designations)**
$18,223,111 (5,074,371)
$18,223,111 (5,074,371)
$13,148,740
$13,148,740
$2,062,729 970,631
$2,062,729 970,631
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
$1,236,210 14,054,028
$1,065,677 18,910,491
Net assets, end of period
$4,685,870
$15,290,298
$19,976,168
Total Public Support and Revenue
Expenses Program Services
Net Program Services
Supporting Services
Resource Development (fundraising) Management and General
*Data current as of December 31, 2014. Subject to Audit ** Donations designated to agencies are reduced by fundraising cost
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BOARD OF DIRECTORS Nick Meriggioli
Brenda Gonzalez
Dan Rashke
Chair Community Leader
Group Health Cooperative of South Central WI
TASC
Richard M. Lynch
Fritz Grutzner
UW-Madison Police Department
Vice Chair J.H. Findorff & Son Inc.
Brandgarten, Inc.
Dave Stark
South Central Federation of Labor
Secretary/Treasurer Stark Company Realtors
Darrell Bazzell UW-Madison
Ryan E. Behling Merrill Lynch
Anna Marie Burish UBS Financial Services
Dr. Jennifer Cheatham
Mike Hamerlik WPS Health Insurance
Kevin Heppner Baker Tilly Virchow Krause, LLP
Leslie Ann Howard United Way of Dane County
Patricia Kampling Alliant Energy
Madison Metropolitan School District
Donna Katen-Bahensky
Dr. Tim Culver
Gretchen R. Lowe
UW Hospital & Clinics
Sun Prairie Area School District
AFSCME Retirees Subchapter 52
Dr. Jack Daniels III
Deirdre A. Morgan
Madison College
Greg Dombrowski Johnson Bank
Dan Frazier US Bank
Henry Gaylord By Youth For Youth Representative
Enid Glenn WI Department of Workforce Development
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Kevin Gundlach
Wisconsin Department of Corrections
Michael L. Morgan Community Leader
Douglas S. Nelson BMO Harris Bank
Barbara Nichols Barbara Nichols Consulting
Rajesh Rajaraman Christensen Associates
Susan Riseling 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 Zúùiga Big Brothers Big Sisters of Dane County
Foundation BOARD OF TRUSTEES 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
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
U.S. Bank
ex officio Community Leader
Holly Cremer Berkenstadt
Jim Riordan
Community Leader
Jim Blanchard
Community Leader
John Bolz
Community Leader
Barbara Finley
Morgan Stanley Smith Barney
Honorary Trustees
Don Anderson Marv Conney Jerry Hiegel Jean Manchester Dale Mathwich Loren Mortenson Thomas Ragatz
Retired, WPS Health Insurance
Frederick Schwartz Sub-Zero Group, Inc.
Noble Wray
Retired, Madison Police Department
John Zimdars
The Zimdars Company, Inc.
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In 2015
w e 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.
Let me hear from you! @LeslieAnnHoward/#doingwhatworks
2015 EVENTS April 22, 24–26
August 18
Global Youth Service Day
Days of Caring Campaign Kickoff
May 1
Community Volunteer Awards
November 19
June 6
Campaign Celebration
Berry Bash
November 27–December 11
Loyal Contributor Party
Holiday Gift Drive for Teens
July 9
February 2016
June 9
Women’s Leadership Council Breakfast
Leadership Giving Breakfast
unitedwaydanecounty.org