United Way of Dane County

2009 Annual Report

UNITED WE’RE FINDING A WAY

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!

For more information about anything you find in this report, visit: www.unitedwaydanecounty.org

table of contents

Letter to Dane County

United We’re Finding a Way

Help in Hard Times

Create Solutions

Deliver Results

2009: Year in Review

Partners

Financials

Committee Chairs

On the cover:United Way President Leslie Ann Howard and volunteers from Oscar Mayer/Kraft Foods are helping children prepare for school by installing a Born Learning Trail at Northland Park in Madison.

Above Left: Tom Zimbrick addresses 2009 Recognition Reception attendees, shortly after becoming United Way Board Chair for the year.

Above Right: United Way President Leslie Ann Howard joins volunteers from M3 Insurance, and Leigh Mills and John Stofflet of NBC 15, at a Born Learning Trail installation at Marlborough Park during United Way Days of Caring.

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Photo by Gigi Miller

Dear Friends,

Since developing the Agenda for Change with the community nearly seven years ago, we have been making measurable progress toward solving our most pressing issues. The economic challenges of 2009 have helped us understand that our focus on results and long-term solutions is more relevant now than ever.

In addition to that focus, United Way is providing what is needed during times like these: food, housing, financial counseling, and employment. We are helping those currently in crisis through researched-backed strategies, strategic investments and community engagement.

Our faith in Dane County’s willingness to respond during hard times led us to set an aggressive campaign goal. Like that goal, our Agenda for Change is ambitious, achievable, relevant for today, and crucial for tomorrow. Together with help from community leaders, support from our partners and contributions from the community, United Way is delivering results. The following pages will give you insight into the progress we are making.

This incredibly important work would not be possible without you. We are so grateful for your leadership, your generosity and your good will – united we are finding a way to overcome our community’s most pressing challenges.

With sincere thanks,

Leslie Ann HowardPresident

LETTER TO DANE COUNTY

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Thomas Zimbrick2009 Chair, Board of Directors

UNITED WE’RE FINDING A WAY TO...

Carolyn Parham, Executive Director at Dane County Housing Authority, discusses implementation strategies to reduce homelessness at a Housing in Action Leadership Team meeting. Marcia Huemoeller, Executive Director of Dane County Parent Council, Inc., looks on.

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was a year that required great creativity and innovation – and 2010 will have its own challenges. But our community proved once again that Dane County residents respond during hard times. To honor this spirit of community and perseverance, our campaign’s rallying cry was “United We Find a Way.”

We’d like to take this opportunity to thank you for finding a way to give more – of your time, your money and yourself – during hard times. Please read on to find out what your response means – that United We’re Finding a Way to create measureable, long-lasting results on Dane County’s most pressing issues, as well as focus on the immediate needs that this challenging economy has presented for many of our friends and neighbors.

2009Our Community’s Agenda for Change

Students of color achieve at the same rate • as white students.

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

Peoples’ health issues are identified and • treated early.

There is a decrease in homelessness.•

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

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

Non-profit agencies and volunteers are strong • partners in achieving measurable results.

United We’re Finding a Way to deliver on our promise – that we will not step backward from our mission to achieve the goals in our community’s Agenda for Change.

Because of your support, we are making significant progress increasing high school graduation rates, reducing recidivism, eliminating the racial achievement gap and reducing homelessness among Dane County families with children.

These measurable results are having a real impact – we are safer, better educated, healthier and more independent because of this work. Together with our agency partners, donors, volunteers and community leaders, we are finding a way to overcome Dane County’s most significant challenges.

UNITED WE’RE FINDING A WAY TO... OVERCOME CHALLENGES

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Campaign special events, like this water balloon toss at Alliant Energy, are a fun way to strengthen teams, meet fundraising goals and contribute additional resources to our community’s Agenda for Change.

Children learn through play as they become prepared for school at a Mobile Play and Learn.

At the Campaign Celebration in November, Campaign Chair Mike Victorson and United Way President Leslie Ann Howard welcome representatives of Zimbrick, Inc. as they deliver the projected campaign total. Employees of Community Impact Award winners American Family Insurance, Oscar Mayer/Kraft Foods, CUNA Mutual Group, Alliant Energy and Dean Health System joined the 2009 United Way Loaned Executives onstage to celebrate the successful campaign, which allows continued progress in our community’s Agenda for Change.

Photo by Gigi Miller

By Youth For Youth members help local teens enjoy the holidays during the Teen Gift Drive.

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UNITED WE’RE FINDING A WAY TO...

Throughout the year, we increased the availability of surplus free food, which reduces families’ total food cost. Because of that, fewer families need to choose between paying the rent and paying for food.

When a community faces challenges, every action is more significant – every decision more crucial. United Way works with the community to address the root causes of community issues and help with what is needed most during times like these.

An economic crisis like this creates additional basic needs such as food, housing and jobs for many people. The problems we faced in 2009 were community-wide, and by supporting United Way, leaders like you are part of the community-wide solution.

Together, we are helping those at risk of homelessness to stabilize in permanent housing while addressing other issues. Landlords are receiving eviction prevention strategies to help tenants maintain their housing.

Progress Towards Our Goal

United Way Supported Transitional and Permanent Units

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Families Stabilize with Case Management

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Dane County Households Using Food Pantries(Thousandths)

Housing First Family Units

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55.7 63.7 75 69.3 85.9 84.9 99.7

VACANTAPARTMENTS

TenantEducation

LandlordSupportCommunity ResourcesEviction PreventionCredible Tenants

Plan for Paying RentAffordable Apartments

Building Bridges Support

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Surplus Food Distributed in Dane County6

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1.9 1.92.632.41.91.5

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200720062005 2008

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Second HarvestCommunity Action Coalition for South Central Wisconsin, Inc.

Some United Way donors, now in need of support, are finding help by calling United Way 2-1-1 to be connected to unemployment support and case workers. Through 2-1-1, we connect callers with resources that help them create recovery plans, take advantage of opportunities like the Earned Income Tax Credit and receive job-specific skills training.

Robert Wynn of Asset Builders of America and Jeff Burkhart of Literacy Network discuss agency management strategies during the Nonprofit Economic Summit at Epic in May.

HELP IN HARD TIMES

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Economic challenges also affect our community’s health and safety, and we are responding. With support from United Way, local children without dental care are able to focus in school thanks to access to free services. Victims of domestic abuse are finding help and support to protect themselves and their families. Children from families in crisis are coping through grief counseling services.

Non-profit agencies throughout Dane County also experience difficulties during times like these. In May, United Way hosted the Nonprofit Economic Summit, providing over 300 agency representatives with success strategies, information and discussion on navigating through this environment.

By living united, leaders like you are continuing progress on our community’s Agenda for Change – and also providing what is needed now. This is the most important work we can do, especially during difficult times.

Shannon Barry, Executive Director of Domestic Abuse Intervention Services, leads a discussion prioritizing strategies to address the needs of domestic violence victims who are homeless at the United Way Anderson Center in April.

Over 500 parents attended the Achievement Connections engagement meeting to increase the high school graduation rate in Middleton/Cross Plains. The May event was introduced by District Superintendent Don Johnson.

United Way supporters are critical partners in ensuring our community’s success. Financial contributions help solve our most pressing issues in the most efficient and effective way possible. Volunteer time has major impact on local non-profit agencies and those they serve. Our community’s commitment to living united helps improve the human condition in Dane County.

Our focus on progress is guided by the Agenda for Change – the most pressing problems in our community. By collaborating with partners and using best practices to get results and data to evaluate them, we address the root causes of the most critical issues in Dane County. United, we are finding a way to make progress in every area of the Agenda for Change – and we are accountable to you for the results.

WE’RE FINDING A WAY TO...

Two helpers assist Business Volunteer Network members as they install a Born Learning trail at Worthington Park on Madison’s east side. 8

UNITED

Throughout 2009, United Way and our partner agencies worked diligently to achieve our goals. For example, our Achievement Connections initiative is increasing high school graduation rates through truancy prevention, parent engagement, mental health screening, peer-to-peer youth courts and dropout recovery.

By screening for developmental delays and providing educational play opportunities at Play and Learns and 13 new Born Learning Trail sites across Dane County, we are ensuring that children learn through play as they become prepared for school.

In our Housing First initiative, we are reducing the number of local families in the shelter system by helping them stabilize in permanent housing with a focus on support services and case management.

For veterans, we are facilitating the development of the first stable housing for this population under the Housing First model – providing support and services to ensure long-term success.

By addressing an ex-offender’s challenges before and after release from prison – residency, employment, support, treatment – the Journey Home initiative increases an individual’s chances of success in returning home to our community and reduces crime.

WE’RE FINDING A WAY TO...

Volunteers from Springs Window Fashions, City of Middleton and Children’s Service Society of Wisconsin open a Born Learning Trail at Lakeview Park in August.

CREATE SOLUTIONS

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0200820072003

Journey Home Strategies Reduce Recidivismin Dane County

200620052004

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Releases Re-offend/Sent Back to Prison Recidivism RateNu

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Journey HomeBegins

Leaders like you – United Way partners, donors and volunteers – fuel our efforts in strengthening non-profit agencies and achieving results on the Agenda for Change. In 2010, we will continue our intense focus on creating measurable progress on these areas. Part of this promise includes our accountability – ensuring responsible stewardship of contributions and reporting our results.

The introduction of the Volunteer Mobilization Plan marks another important step in our commitment to helping non-profit agencies achieve results in Dane County. By supporting volunteer management and best practices in board development, we are strengthening agencies’ efficiency and focusing additional non-financial resources on the Agenda for Change.

UNITED WE’RE FINDING A WAY TO...

In the coming year, we will further expand the Schools of Hope initiative, which reduces the racial achievement gap in fourth-grade reading scores and completion of algebra. Over 7,000 students were tutored through Schools of Hope in 2009.

Professor Adam Gamoran from the UW-Madison School of Education (left) and Enis Ragland of 100 Black Men (center) discuss progress data and expansion strategies during the Schools of Hope Leadership Team meeting in September, led by United Way’s Leslie Ann Howard.

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Percent of Students Completing Algebra at Beginning of 10th Grade

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Schools of Hope for algebra begins

UNITED WE’RE FINDING A WAY TO...

Research tells us that seniors and people with ongoing mental health and physical disabilities live longer, happier lives when they live as independently as possible in homes of their choice.

In 2010, a new delegation will establish strategies to support seniors, persons with disabilities and their caretakers by preventing events that threaten their independence. Research reviews will help us understand the effects of long-term companionship and the possibility of expanding existing community resources, including client advocacy and case management.

The power and potential of United Way can be seen in the thousands of people who are determined to create real change in our community. Their investment – time, money, thought and energy – are crucial elements of this change.

DELIVER RESULTS

Curious children anticipate the opening of the new Born Leaning Trail in Worthington Park on Madison’s east side.

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Children’s caretakers learn how to be their child’s first teacher at Play and Learn sites throughout the county.

Photo by Gigi Miller

Mentor and student study together during an after-school session at Vera Court Neighborhood Center in March. Programs like this work toward reducing the racial gap in academic achievement and high school graduation. A child from a low-income family who succeeds in algebra stands virtually the same chance of going to college as a child from an upper-income family who passes the course.

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2009: THE YEAR IN REVIEW1

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January 28 – United Way chaired the annual Emergency Food and Shelter Board that invested $248,000 in FEMA funding for homeless prevention efforts.

January 29 – Campaign volunteers who helped grow the Rosenberry and Key Club leadership giving programs during the 2008 campaign attended a special recognition and ideas exchange luncheon at United Way.

February 1 – A family with young children moved from a homeless shelter to permanent housing, the first of 45 families whose homelessness was ended in 2009 as part of the Predolin Housing First program.

February 5 – We released the cost analysis for the Chronic Homeless Frequent Users of Public Services, leading to system improvements.

February 10 – Business Volunteer Network members attended the first of three BVN Membership Meetings, learning about ways in which their companies can be involved in the Agenda for Change through volunteerism.

February 12 – Fifty-six Stoughton landlords met to train on effective eviction prevention strategies.

February 12 – Fifteen members of Madison’s EOC Employment Committee advised United Way on workplace health trends and their affect on health benefits .

February 23 – Fifty-six housing service providers met to discuss strategies to prevent foreclosures in Dane County and improve service integration.

February 23 – One hundred seventy five parents and youth in Oregon learned about brain development and the impact that alcohol and drugs can have on their child’s ability to achieve academically. Oregon is one of the pilot communities for our Achievement Connections strategies aimed at helping more youth graduate from high school.

March 12 – Our Campaign Cabinet volunteers left the boardroom behind, for the first of two Agenda for Change bus tours. These tours provided them with an update on the progress being made on the Agenda for Change and allowed them to participate in a Returning Prisoners simulation, conducted by Madison-area Urban Ministry.

March 12 – Dan Schoof, Deputy Secretary of the Wisconsin Department of Administration, recognized Bob Alesch for

outstanding volunteer service during the Partners in Giving campaign recognition event held in Tripp Commons at UW Memorial Union. #5

March 17 – Nineteen nonprofit agencies attended the first of four trainings on Web 2.0, designed to assist with topics such as social media and interactive technologies.

March 18 – 19 – Two focus groups were conducted to assess public attitude about homelessness and Housing First and direct our public awareness campaign.

March 19 – Twenty-one nonprofit board members attended the first of four “Ask an Expert” board trainings on fundraising techniques.

April 1 through December – Over 1,500 displaced workers received information from United Way concerning available community resources and United Way 2-1-1, which is available 24 hours a day. Additional printed material was given to hundreds of currently unemployed or underemployed workers.

April 6 – The weekly United Way Volunteer Phone Bank began at WKOW-TV featuring volunteer opportunities in a different nonprofit every Monday evening.

April 14 – Over 500 people attended the Community Volunteer Awards to recognize the impact of volunteers throughout Dane County. #7

April 14 – Account Executives gathered at the new Arbor Gate development for a welcome breakfast where they heard from our Campaign Chair and Vice Chairs: Mike Victorson, Rich Lynch and Greg Dombrowski. This gave our new AEs the opportunity to mix and mingle with their division and section chairs while our cabinet volunteer stressed the importance of their role in the 2009 campaign.

April 15 – Following eighteen months of research, community engagement, and conversations with key stakeholders the United Way Board approved a new Health Agenda goal statement in April. The Agenda changed from “People who are uninsured have access to health care” to “Peoples’ health issues are identified and treated early.”

April 20 – Twenty five Union members/stewards received specialized training on the United Way 2-1-1 online database at the Madison Labor Temple.

April 20 – The CEOs of our top 100 supporting organizations were invited to a roundtable event hosted by J.H. Findorff & Son to discuss strategies for the 2009 campaign in the economic environment. President Leslie Ann Howard spoke along with Cabinet Leadership regarding the short and long term impact of United Way’s Agenda for Change.

April 24-26 – Over 2,100 young volunteers mobilized throughout the community at Youth Service Day, thanks to Middle School and High School students who organized volunteer opportunities and promotional materials. #9

April 30 – United Way chaired the Emergency Food and Shelter Board to invest the Stimulus Package funding of $109,000 in funding for homeless prevention efforts.

May 1 – Eighty-five housing and domestic abuse support case managers met to identify and train regarding best practices in addressing housing needs of domestic abuse survivors and their families.

May 5 – Over 300 people attended the first-ever Nonprofit Economic Summit to examine the changing economic situation for nonprofits to help them prepare for the future. 200 stayed to participate in break-out sessions which allowed us to do some collective thinking around strategies non profits can use to build capacity and improve their work in these challenging times.

May 6-8 – Twenty-one nonprofit staff/volunteers attended training on “Writing Successful Grant Proposals.”

May 12 – The Business Volunteer Network celebrated its 10th anniversary at The Madison Concourse Hotel.

May 19 – Over 500 parents and youth learned about the correlation between parent involvement with their children and children’s engagement to “risky behaviors” (alcohol and other drugs, sexual activities, etc.) at Middleton High School through our Achievement Connections work of increasing graduation rates throughout Dane County.

May 20 – United Way staff installed a Born Learning Trail at Lakeview Park in Middleton during a staff service project to ensure that children are cared for and have fun as they become prepared for school.

May 26 – Members of the United Way Women’s Initiative gathered at the Executive Residence for lunch and remarks from Leslie Ann Howard and First Lady Jessica Doyle. #4

With an emphasis on engagement, collaboration and results, 2009 was eventful for United Way and hundreds of partners. The following represents just a fraction of what occured in 2009.

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June 4 – United Way of Dane County Foundation hosted a seminar on estate planning for these challenging times with Madelyn Leopold, Boardman Law Partner and Foundation Trustee.

June 9 – Tocqueville Society members gathered for their annual luncheon and to hear from United Way President Leslie Ann Howard about how their support advances the community’s Agenda for Change.

June 25-26 – United Way of Dane County was recognized as a national Center of Excellence and provided training on The Art and Tools of Transformation for 26 staff and board members from 14 United Ways across the country.

July 8 – H1N1 safety kits were distributed without cost to all 27 Dane County food pantries so volunteers would feel protected continuing their important volunteer work during the pandemic scare.

July 14 – United Way presented the first of two Employee Campaign Manager trainings, giving the volunteers who run campaigns at businesses and other organizations, campaign tools and the benefit of others’ experience.

July 29 – United Way welcomed 30 Loaned Executives who were sponsored by local companies and worked full-time for the 2009 United Way Campaign, helping raise resources to tackle the underlying causes of the critical issues identified in the community’s Agenda for Change.

August 3 – Loaned Executives made decisions to invest in nine partner agencies, providing financial literacy education during Money Smart Week to suppourt our Housing Initiative.

August 25-28 – Over 3,139 people volunteered during Days of Caring. Twelve Born Learning Trails were installed. #3, 10

August 25 – The 2009 United Way Campaign launched as 800 people attended the kick-off at Lussier Community Education Center. #6, 8

September 2 – Thirty-two volunteer managers attended the first of the seven-part Volunteer Management Training Series.

September 7 – On Labor Day, the United Way Labor Coordinating Committee partnered with the Community

Action Coalition of South Central Wisconsin to conduct a personal and household items drive to help fill immediate needs due to the economic downturn.

September 10 – Key Club donors attended an invitation-only reception recognizing their leadership and philanthropic support. Guests participated in an engagement activity that focused on United Way’s work in the area of Housing. #1

September 14 & 23 – The Health Council and United Way Board vote to partner to establish a Delegation to Improve Behavioral Health in Dane County.

September 14 – The Health Council endorses the creation of a 12-bed community-based facility that provides crisis stabilization services for people with mental health needs who are in crisis but do not require hospitalization or an institutional placement. A Mental Health Crisis Stabilization Task Force convened by United Way at the Council’s request developed this recommendation which is being implemented in 2010.

September 17 – The Bakke and Schwartz Families received the 2009 Tocqueville Society Award for their longtime and generous investments in our community at the annual Tocqueville Society Reception at Overture Center sponsored by Andy and Anna Burish. #11

September 21 – Over 70 Union members attended the United Way Labor campaign kick-off and volunteer recognition event at the Madison Labor Temple.

September 30 – Coordinated planning and public information with 18 Earned Income Tax Credit sites.

September 30 – Seventy-one volunteer managers attended the Volunteer Center/Dane County Administrators of Volunteer Services conference on “Creative Tools and Strategies for Effective Volunteer Engagement”.

October 12 – United Way was featured on the Boo and Petie show highlighting our strategies to keep our community safer by helping ex-offenders reintegrate successfully back into the community.

October 27 – The Housing In Action Leadership Team completed their Housing Mobilization Plan 2009.

November 7 – Sixty-five nonprofit board members attended the annual Leadership Development for Nonprofit Board

Members conference.

November 11 – Celebrated the opening of a 24-unit transitional housing facility for homeless veterans, a partnership with Porchlight and the Veterans Administration.

November 13 – Ninety case managers came to United Way to learn best practices from other communities and in Dane County for providing Housing First to homeless survivors of domestic abuse.

November 13 – United Way, Canopy Center, Children’s Service Society of WI, Community Coordinated Child Care, Dane County Parent Council, Exchange Center for the Prevention of Child Abuse and Family Enhancement transformed a six booth space at the 2009 Kids’ Expo into an “early learning through play” environment highlighting information on child development, appropriate play, how to reduce stress during the holidays, etc. #2

November 20 – The campaign projection was announced at the Campaign Celebration: $16,652,011. In addition, the Harley-Davidson sweepstakes came to a conclusion as the 2009 Road King was awarded live to Ann Scheutz of CUNA Mutual at the Celebration.

November 21-22 – 118 attendees at the Madison Women’s Expo completed a survey about community resources that would be most helpful for parents.

PARTNERS Community Action Coalition for South Central Wisconsin

100 Black Men

ABC For Health

Access Community Health Centers

Access to Independence

Advanced Employment

AIDS Network

AIDS Resource Center of Wisconsin

Allied Dunn's Marsh Neighborhood Association

Allied Stakeholders Partnership

Alliant Energy

Altrusa

Alzheimer's Association-South Central 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

The Business Forum

Business Volunteer Network

Cambridge Area Youth Center

Canopy Center

The Capital Times

Care Wisconsin

Catholic Charities, Inc.

Centro Hispano of Dane County

Charter Communications

Children’s Service Society of Wisconsin

City of Madison

City of Stoughton

Cleary Building

Coalition of Wisconsin Aging Groups

Colonial Club Senior Activity Center

Community Action Coalition

Community Coordinated Child Care, Inc.

Community Health Charities of Wisconsin

Community Work Services

Cornucopia

CUNA Mutual Group and CMG Foundation

Dane County

Dane County Administrators of Volunteer Srvcs.

Dane County Caregiver Alliance

Dane County CASA, Inc.

Dane County Credit Union

Bold = Program Partner

Dane County Criminal Justice Task Force

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

DANENet

Deerfield Community Center

DeForest Area Community and Senior Center

Domestic Abuse Intervention Services

East Isthmus Planning Council

East Madison Community Center

East Madison/Monona Coalition of the Aging

Edgewood College

Energy Services

Enterprise Solutions

Epilepsy Foundation of South Central WI

Exchange Center for the Prvntn. of Child Abuse

Family Connection

Family Enhancement

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

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

HospiceCare Inc.

Hunger Prevention Council of Dane County, Inc.

Independent Living, Inc.

Isthmus

Jewish Social Services

Joining Forces for Families

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Kennedy Heights Neighborhood Association

Latino Children and Families Council

Literacy Network

Lussier Community Education Center

Lutheran Social Services

M3

Madison Apprenticeship

Madison Area Technical College

Madison Community Foundation

Madison Jewish Community Council

Madison Metropolitan School District

Madison Schl. Cmmnty. Recreation, Friends of

Madison Teachers Inc.

Madison-area Urban Ministry

Marshall Area Community and Youth Center, Inc

McFarland School District

McFarland Youth Center

Mental Health Center of Dane County, Inc.

Meridian Group, Inc.

Meriter Health Services

Middleton Outreach Ministry

Middleton Youth Center

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

Options in Community Living

Oregon School District

Oregon Youth Center

Orion Family Services

Oscar Mayer/Kraft

Pfizer Corporation

Physician’s Plus

Predolin Foundation

Porchlight

The Rainbow Project

Respite Care Association of Wisconsin

Respite Center

The River Food Pantry

The Road Home

RSVP of Dane County

QTI Consulting Inc.

Safe Communities

Safe Communities Coalition

The Salvation Army

Second Harvest Foodbank of Southern WI

Simpson Street Free Press

Society of St. Vincent dePaul

South Madison Coalition of the Elderly

South Madison Health & Family Center

South Madison Metropolitan Planning Council

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

United Asian Services of Wisconsin, Inc.

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

Verizon Foundation

Verona Area School District

Verona Senior Center

Weed & Seed

West Madison Senior Coalition

Wheelchair Recycling

Wil-Mar Neighborhood Center

WISC-TV 3

Wisconsin Academy of Graduate Service Dogs

Wisconsin State Journal

Worker Center

Workforce Development Board

WPS

YMCA of Dane County

Youth Services of Southern Wisconsin

YWCA of Madison

Children’s Service Society of Wisconsin

United Way takes great pride in our community stewardship and responsibility. Our commitment to you is to use your financial contributions transparently, effectively, and efficiently.

United Way of Dane CountyStatement of Financial PositionAs of December 31, 2009 with Comparative Totals for 2008(2009 subject to audit)

Assets

Liabilities

Net Assets

FINANCIALS

2009 BOARD OF DIRECTORSThomas J. Zimbrick, ChairZimbrick, Inc.

Noble L. Wray, First Vice ChairCity of Madison Police Department

Thomas A. Walker, Secretary/TreasurerMid-West Family Broadcasting

David R. AndersonAmerican Family Insurance Group

Marcia M. AndersonU.S. Bankruptcy Court

Reverend Gregory ArmstrongSS Morris African Methodist Episcopal Church

Bettsey L. BarhorstMadison Area Technical College

James Barr, IIITDS Telecom, Retired

Darrell BazzellUniversity of Wisconsin-Madison

James D. BlanchardCommunity Leader

Ellen L. BrothersAmerican Girl, Inc.

Mary P. BurkeCommunity Leader

Salvador CarranzaUniversity of Wisconsin System

Lau ChristensenChristensen Associates

Courtney DerwinskiSouth Central Federation of Labor

Dundeana K. DoyleAlliant Energy

Perry A. Henderson, MDUniversity of Wisconsin Medical School

Kevin HeppnerVirchow Krause & Co.

Leslie Ann HowardUnited Way of Dane County

William JohnstonWisconsin State Journal

Scott C. LockardUS Bank

Jay V. LoewiThe QTI Group

Gretchen R. LoweAFSCME Retirees Subchapter 52

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

Angelica MedinaCommunity Youth Leader

Nick MeriggioliOscar Mayer/Kraft Foods

Deirdre A. MorganOakhill Correctional Institution

Douglas S. NelsonM&I Bank

Daniel A. NeradMadison Metropolitan School District

Lucia NúñezCity of Madison, Department of Civil Rights

BJ PfeifferEnterprise Solutions Technology Group, Inc.

Daniel RashkeTotal Administrative Services Corp. Jim RiordanWPS Health Insurance

Craig E. Samitt, MDDean Health System

Gregory N. SpringWisconsin Education Association Council

David K. StarkStark Company Realtors

Doug StrubMeridian Group, Inc.

Maryann SumiDane County Circuit Court

Michael E. VictorsonM3 Insurance

James L. WoodwardMeriter Health Services 18

2009 2008

6,401,660

0

9,616,366250,365

74,4922,912,012

19,254,895

6,835,719

0

10,029,754275,833

57,6333,042,161

20,241,100$

$

$

$

$ $2009 2008

393,014

3,399,328

79,740

3,872,082

348,153

3,425,116

138,394

3,911,663

4,247,791

11,135,022

15,382,813

4,180,212

12,149,225

16,329,437$

$

$

$

19,254,895 20,241,100$ $Total liabilities and net assets

2009 2008

Cash and investments

Receivables

PledgesAccrued interest and other receivables

Prepaid expensesLand, building & equipment, net of depreciation

Total assets

$ $

Accounts payable

Allocations & designations payable

Accrued salary & vacation

Total liabilities

Unrestricted net assets

Temporarily restricted - campaign pledges

Total net assets

19

United Way of Dane CountyStatement of Financial ActivitiesAs of December 31, 2009 (subject to audit)

Gross Campaign Results (Fall of 2008/2009)

Less: Donor designated pledges to federated organizations

Local Campaign Results (Fall of 2008/2009)

Less: donor designated pledges to specific agencies

Less: Allowance for unpaid pledges

Net undesignated campaign revenue (Fall of 2008/2009)

Gross Campaign Results (Fall of 2009)

Less: donor designated pledges to specific agencies

Less: Allowance for unpaid pledges

Net undesignated campaign revenue (Fall of 2009)

Prior year undesignated campaign contributions released from restrictions

Other Contributions and Grants

Total Public Support

Investment income

Rental income

Donor designation fees

Sponsored Activities, Events and Miscellaneous Revenue

Less: Sponsored Activities, Events Expenses

Total Public Support and Revenue

$ $

$ $

$ $

$ $

$ $

$ $ $

$ $ $

18,858,343

(1,914,038)

16,944,305

(3,817,997)

(356,826)

12,769,482

0

0

0

0

0

614,774

13,384,256

115,244

51,125

338,307

441,591

(348,776)

13,981,747

0

0

0

0

0

0

14,576,952

(3,652,692)

(460,585)

10,463,675

(10,635,012)

256,981

85,644

0

0

0

0

0

85,644

18,858,343

(1,914,038)

16,944,305

(3,817,997)

(356,826)

12,769,482

14,576,952

(3,652,692)

(460,585)

10,463,675

(10,635,012)

871,755

13,469,900

115,244

51,125

338,307

441,591

(348,776)

14,067,391

Public Support and Revenue2009

Unrestricted

2009Temporarily

Unrestricted

$ $

$

$ $ $

Expenses

$

$$

$ $ $

$ $

$

Left: An outdoor campaign event at American Family Insurance brings individual donors together for fun as they help create long-lasting solutions to our community’s most pressing issues.

2009Total

$$

$ $ $

3,805,012

3,128,600

2,392,334

1,657,370

2,230,310

768,430

2,485,797

16,467,853

(5,025,265)

11,442,588

1,607,992

863,607

2,471,599

13,914,187

67,560

4,180,231

4,247,791

0

0

0

0

0

0

0

0

0

0

0

0

0

-85,644

11,049,378

11,135,022

3,805,012

3,128,600

2,392,334

1,657,370

2,230,310

768,430

2,485,797

16,467,853

(5,025,265)

11,442,588

1,607,992

863,607

2,471,599

13,914,187

153,204

15,229,609

15,382,813

Program Services

Growing Up Getting Ready

Healthy For Life

Basic Needs

Self Reliance & Independence

Strong Communities, Strong Neighborhoods

Agency & Volunteer Development

Contracts and Designations

Total Funds Awarded / Distributed

(Less: Donor Designations)

Total Program Services

Supporting Services:

Resouce 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

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

United Way of Dane County FoundationStatement of Financial PositionAs of December 31, 2009 with Comparative Totals for 2008(2009 subject to audit)

Assets

Liabilities

Net Assets

2009 FOUNDATION TRUSTEESThe United Way Foundation Board of Trustees provides oversight for the Foundation, ensuring the growth of United Way’s endowment.

Janet P. Loewi, ChairCommunity Leader

Gary Steinhauer, Vice ChairSteinhauer & Company LLC

Jean Manchester-Biddick, Secretary/TreasurerCommunity Leader

Helen BakkeCommunity Leader

James D. BlanchardCommunity Leader

Londa J. DeweyThe QTI Group

Thomas E. DottAssociated Bank

Leslie Ann HowardUnited Way of Dane County

Bradley L. HutterMIG

Madelyn D. LeopoldBoardman Law Firm LLP

Jeff C. LevyPhillips Distributing Corp

Thomas G. PlumbWisconsin Capital Management

Thomas G. RagatzFoley and Lardner LLP

Jay R. SekelskyMadison Investment Advisors

Chan StromanLandlord Counsel, LLC

Carol L. WahlinStoughton Trailers LLC

Thomas J. ZimbrickZimbrick, Inc.

Honorary Trustees

Don W. AndersonCommunity Leader

Robert D. GoodmanCommunity Leader

Jerry M. HiegelCommunity Leader

2009 PHOTO CREDITS

20

12/31/2009 12/31/2008

15,297

15,000

48,518

66,110

4,369,735

4,514,660

53,273

45,000

36,735

66,110

3,531,739

3,732,857$

$

$

$

$

$

$

$12/31/2009 12/31/2008

43,666

-

43,666

33,061

-

33,061

462,379

3,366,227

66,110

136,718

439,560

4,470,994

385,891

2,744,034

66,110

64,201

439,560

3,699,796$

$

$

$

4,514,660 3,732,857$ $Total Liabilities and Net Assets

12/31/2009 12/31/2008

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

Cash

Pledge Receivable

Beneficial Interest in Annuity

Property/Artwork

Investments M&I Trust

Total Assets

Gift Annuity Payable

Accounts Payable

Total Liabilities $ $

Unrestricted

Board Designated

Temporarily Restricted Property/Artwork

Temporarily Restricted

Permanently Restricted

Total Net Assests

Above: United Way Foundation Chair Janet Loewi and fellow Tocqueville Society member Stacey Meanwell clean windows at Lussier Community Education Center during United Way Days of Caring.

Photo by Gigi Miller

2009 COMMITTEE CHAIRS

Business Volunteer NetworkBarb Waters, ChairPlacon Corporation

Anne Daugherty-Leiter, Vice ChairState Bar of Wisconsin

Campaign CabinetMichael E. Victorson, ChairM3 Insurance

Richard M. Lynch, Vice ChairJ.H. Findorff & Son, Inc.

Greg Dombrowski, Vice ChairJohnson Bank

Tocqueville SocietyBlaine R. Renfert, ChairFoley & Lardner, LLP

Andy & Anna Burish, Vice ChairsUBS Financial Services, Inc.

Key Club CommitteeDorothy L. Steffens, ChairCredit Union National Association

Pamela E. Cross-Leone, Vice ChairMadison Gas and Electric Company

Rosenberry Society Advisory CouncilChris A. Stevick, ChairMadison Financial Consulting

Matthew Premo, Vice ChairJ.H. Findorff & Son, Inc.

Marketing CommitteeNick E. Meriggioli, ChairOscar Mayer/Kraft Foods

Jack C. Salzwedel, Vice ChairAmerican Family Insurance

Days of Caring CommitteeJohn A. Wyss, ChairState Bank of Cross Plains

Finance and Audit CommitteeThomas A. Walker, ChairMid-West Family Broadcasting

Labor ParticipationJina L. Jonen, ChairWisconsin Education Association Council

Darold O. Lowe, Vice ChairAFSCME Retirees Subchapter 52

Latino Advisory DelegationSalvador Carranza, Co-ChairUniversity of Wisconsin System

Fabiola Hamdan, Co-ChairDane County Human Services

Nominating CommitteeDave Anderson, ChairAmerican Family Insurance

Personnel CommitteeDarrell Bazzell, ChairUniversity of Wisconsin-Madison

Strategic Campaign Issues CommitteeJay V. Loewi, ChairThe QTI Group

James R. Riordan, Vice ChairWPS Health Insurance

Douglas G. Reuhl, Special Implementation ChairAmerican TV

Women’s InitiativeKristin Balistreri, Co-ChairM&I Bank

Katherine Reuhl, Co-ChairCommunity Leader

United Way is a volunteer-led organization. From the Rosenberry Society Advisory Council to the Vision Council, community leaders are making a measurable impact through United Way.

Vision CouncilLau R. Christensen, ChairChristensen Associates

Lucía Nuñez, Vice ChairCity of Madison, Department of Civil Rights

Community Solutions Teams

Above: The United Way Vision Council meets monthly to address community issues and help guide the efforts of our Community Solutions Teams.21

Agency & Volunteer Development

BJ Pfeiffer, ChairEnterprise Solutions

JoAnn Hart, Vice ChairStafford Rosenbaum LLP

Basic Needs

Douglas D. Strub, ChairMeridian Group, Inc.

Christine Dahlhauser, Vice ChairBaker Tilly LLP

Growing Up, Getting Ready

Reverend Gregory Armstrong, ChairSS Morris African Methodist Episcopal Church

Salvador Carranza, Vice ChairUniversity of Wisconsin System

Healthy for Life

Craig E. Samitt, MD, ChairDean Health System

Scott Lockard, Vice ChairUS Bank

Safe Communities, Strong Neighborhoods

Deirdre Morgan, ChairOakhill Correctional Institution

Judge Maryann Sumi, Vice ChairDane County Circuit Court

Self-Reliance & Independence

Daniel N. Rashke, ChairTotal Administrative Services Corporation

Enid V. Glenn, Vice ChairWI Dept. of Workforce Development

United Way of Dane County2059 Atwood Avenue, PO Box 7548, Madison, WI 53707-7548Telephone (608) 246-4350, Fax (608) 246-4349www.unitedwaydanecounty.org