Wisconsin · Nonprofit
UNITED WAY OF DANE COUNTY FOUNDATION INC
UNITED WAY OF DANE COUNTY FOUNDATION INC (Wisconsin) receives grants from 12 organizations whose IRS filings report $2,295,394 to it, the largest being FIDELITY INVESTMENTS CHARITABLE GIFT FUND ($693,850). 7 of them have funded it in more than one year, and 67% of the money arrives through donor-advised or pass-through sponsors rather than from an institution directly.
- Revenue FY2024
- $4.2M
- Funders on record
- 12
- Grants received
- $2.3M
- Net assets
- $35M
What United Way of Dane County Foundation Inc does
Mission
The United Way of Dane County Foundation, Inc. exists to support the United Way of Dane County mission: to unite the community to achieve measurable results that change lives. By providing a base of support, the Foundation helps United Way invest our community's resources to achieve the Agenda for Change. The Foundation allows caring community members to create a legacy of giving.
As stated on its FY2024 Form 990.
Programs
Earnings from the Foundation are Invested in the Strategies that Support our Community's Plan for Community Well-Being - Since its creation, we have worked with delegations, partners, & Community Solutions Teams to create Mobilization Plans, identify research-based strategies to assess, reduce and eliminate the underlying causes of those issues and ultimately bring measurable results. The four areas of the Community Plan for Well-Being are: Youth Opportunity - Helping young people realize their full potential; Financial Security - Building financial stability and strength; Healthy Community - Improving health and well-being for all; Community Resiliency - Addressing urgent needs today and advancing a better tomorrow. Each area has primary, measurable goals and antecedent metrics that are based in best practices. They are not simply measures of the units of service delivered, but of the effect on lives and the changes for better that service recipients experience. Success in changing the human condition is measured by success in moving the needle on these metrics that focus on root causes of community issues. See Schedule O for accomplishments surrounding the Agenda for Change…
$1,158,149 spentof which $1,158,149 as grants100% of program spendingOther program services, not described on the e-filed return.
$0 spent0% of program spending
The 2 programs described on its FY2024 Form 990, listed largest first by expense. Program spending in total: $1,158,149.
The organization over time
Each line starts at 100 in 2017, so what you read is the shape rather than the size: 150 means half as much again as 2017, 50 means half. The number beside each label in the key is where it ended.
Balance sheet
Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2020 to 2021, from $16M to $25M (+58%).
How it's funded, over time
Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.
Surplus & reserves
Operating surplus or deficit each year, and months of liquidity in hand. 0 of the last 8 reported years ran a deficit.
reserve
Leadership and staff
The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.
Chief executive
Renee Moe
President/CEO
Board chair
Terry Heinrichs
Board Chair
As listed on its FY2024 Form 990.
Who funds it, year by year
2017 → 2023: the base broadened from 2 funders to 8 funders, grant income rose $55k → $637k.
8 of 12 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 67% of grant dollars received. That money is really individual donors directing a sponsor; the institutions to cultivate are the non-DAF funders.
Left out of every figure on this page: $1.9M from one payer (the payer shares this organization's board, largest United Way of Dane County Inc). These are real filings, and they are not money UNITED WAY OF DANE COUNTY FOUNDATION INC raised.
From the IRS filings of UNITED WAY OF DANE COUNTY FOUNDATION INC’s funders (the co-funder graph). Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
How concentrated its funding is
UNITED WAY OF DANE COUNTY FOUNDATION INC leans on a few funders — its largest provides 30% of grant income and the top three 68%; half comes from just 2 funders.
the vertical line marks half of all grant income — 2 funders to its left
67% of the income these shares are computed over arrives through pass-through sponsors or from payers whose filings do not say what kind of payment it is. Concentration is still measured over all of it, because the money is real; what it does not support is a claim about how many institutions have chosen to fund UNITED WAY OF DANE COUNTY FOUNDATION INC.
Largest funder’s share by year: 2017 60% · 2018 100% · 2019 54% · 2020 89% · 2021 47% · 2022 67% · 2023 39% — diversifying over time.
“Effective funders” = inverse Herfindahl index (1 / Σ shareᵢ²) — the number of equal-sized funders that would give the same concentration. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
How long its funders stay
71% of UNITED WAY OF DANE COUNTY FOUNDATION INC's funders are still giving 3 years after their first grant; 58% give in more than one year at all.
Share of funders still giving k years after their first recorded grant, pooled across every acquisition cohort. A funder counts as retained in a year only if it made a grant that year. Measured to FY2023, the last fiscal year that has finished arriving — a funder cannot be counted as lapsed in a year most filers have not reached.
Where its funders are
67% of UNITED WAY OF DANE COUNTY FOUNDATION INC's grant income arrives through donor-advised or pass-through sponsors, whose addresses record where the money is held rather than where the donor is. Of the $768k that is directly attributable, 100% of it comes from Wisconsin funders.
In-state vs out-of-state, by year
Funder states come from each funder’s own filing. $1.5M arriving through sponsors registered in 7 states is excluded from the map and the split above: a sponsor holds money on a donor’s behalf, so its registered address would place those dollars somewhere no donor need ever have been. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
Organizations like UNITED WAY OF DANE COUNTY FOUNDATION INC
Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.
In Wisconsin
Nationally
Read directly from this organization’s own Form 990, as neutral context.
Where the money goes
86% of spending goes to programs.
Governance
Footprint & structure
Files a return copy in 1 state
Part of a family of 1 related entity
- United Way of Dane County Inc · exempt
Screen this organization
A dated, signed PDF of the compliance screen for UNITED WAY OF DANE COUNTY FOUNDATION INC: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.
Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf
Questions and answers
- Who funds UNITED WAY OF DANE COUNTY FOUNDATION INC?
- UNITED WAY OF DANE COUNTY FOUNDATION INC (Wisconsin) receives grants from 12 organizations whose IRS filings report $2,295,394 to it, the largest being FIDELITY INVESTMENTS CHARITABLE GIFT FUND ($693,850). 7 of them have funded it in more than one year, and 67% of the money arrives through donor-advised or pass-through sponsors rather than from an institution directly.
- How many funders does UNITED WAY OF DANE COUNTY FOUNDATION INC have?
- IRS filings report 12 organizations giving $2,295,394 in grants to UNITED WAY OF DANE COUNTY FOUNDATION INC, 7 of which have funded it in more than one year.
- Who is the largest funder of UNITED WAY OF DANE COUNTY FOUNDATION INC?
- FIDELITY INVESTMENTS CHARITABLE GIFT FUND is the largest funder on record, with $693,850 in grants. The full list of funders is on this page.
- How can an organization like UNITED WAY OF DANE COUNTY FOUNDATION INC find more funders?
- Start with the funders already giving here, then look at the foundations that back similar organizations in Wisconsin. The funding by cause and by state pages list the largest funders for a given area and how to approach them.
These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2024 (financials across 2017–2024), and the filings of 12 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 14, 2026. What this page cannot tell you · view filing