United Way Of Greater Milwaukee & Waukesha County Inc
- Assets
- $61.4m
- Revenue
- $81.9m
- Investments
- $45.6m
- Employees
- 119
- Location
- Milwaukee, WI
- Founding
- 04/1942
- Data as of
- 06/2021
- EIN
- 39-0806190
Organization Overview
United Way Of Greater Milwaukee & Waukesha County Inc is located in Milwaukee, WI. The organization was established in 1942. According to its NTEE Classification (T70) the organization is classified as: Federated Giving Programs, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. As of 06/2021, United Way Of Greater Milwaukee & Waukesha County Inc employed 119 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations.
For the year ending 06/2021, United Way Of Greater Milwaukee & Waukesha County Inc generated $81.9m in total revenue. This represents relatively stable growth, over the past 6 years the organization has increased revenue by an average of 5.6% each year. All expenses for the organization totaled $57.1m during the year ending 06/2021. You can explore the organizations financials more deeply in the financial statements section below.
Since 2016, United Way Of Greater Milwaukee & Waukesha County Inc has awarded 3,552 individual grants totaling $257,438,229. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
UNITED WAY OF GREATER MILWAUKEE & WAUKESHA COUNTY CHANGES LIVES AND IMPROVES OUR COMMUNITY BY MOBILIZING PEOPLE AND RESOURCES TO DRIVE STRATEGIC IMPACT IN HEALTH, EDUCATION AND FINANCIAL STABILITY.
Describe the Organization's Program Activity:
Part 3 - Line 4a
COMMUNITY INVESTMENT STRATEGIES - SEE SCHEDULE O
VOLUNTEER ENGAGEMENT - SEE SCHEDULE O
GRANTS - SEE SCHEDULE O
DONOR DIRECTED DESIGNATIONS TO SPECIFIC MEMBER AND NON-MEMBER AGENCIES TO ADDRESS DONOR PERCEIVED COMMUNITY NEEDS.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Amy L Lindner President & CEO | Officer | 50 | $288,336 |
Filippo Carini Chief Operating Officer | Officer | 50 | $222,350 |
Nicole Angressano VP - Community Impact | 50 | $172,250 | |
Gina Santagati VP - Resource Development | 50 | $140,761 | |
Craig Nuechterlein VP - It & Pledge Processing | 50 | $133,117 | |
Jayne Thoma VP - Volunteer Engagement | 50 | $126,745 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $38,428 |
| Related organizations | $0 |
| Government grants | $2,366,104 |
| All other contributions, gifts, grants, and similar amounts not included above | $77,905,777 |
| Noncash contributions included in lines 1a–1f | $4,061,103 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $80,310,309 |
| Total Program Service Revenue | $626,508 |
| Investment income | $424,418 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $480,346 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $81,920,457 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $46,830,045 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $593,012 |
| Compensation of current officers, directors, key employees. | $387,575 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $5,315,790 |
| Pension plan accruals and contributions | $462,439 |
| Other employee benefits | $694,774 |
| Payroll taxes | $447,635 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $15,114 |
| Fees for services: Accounting | $36,291 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $39,520 |
| Fees for services: Other | $183,032 |
| Advertising and promotion | $159,847 |
| Office expenses | $58,018 |
| Information technology | $212,558 |
| Royalties | $0 |
| Occupancy | $153,252 |
| Travel | $8,189 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $53,536 |
| Interest | $1,869 |
| Payments to affiliates | $711,388 |
| Depreciation, depletion, and amortization | $213,813 |
| Insurance | $29,345 |
| All other expenses | $0 |
| Total functional expenses | $57,051,595 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $1,400 |
| Savings and temporary cash investments | $3,105,298 |
| Pledges and grants receivable | $9,939,474 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $407,429 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $75,948 |
| Net Land, buildings, and equipment | $1,863,051 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $45,632,639 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $380,733 |
| Total assets | $61,405,972 |
| Accounts payable and accrued expenses | $1,199,219 |
| Grants payable | $4,428,340 |
| Deferred revenue | $340,290 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $142,719 |
| Total liabilities | $6,110,568 |
| Net assets without donor restrictions | $49,562,784 |
| Net assets with donor restrictions | $5,732,620 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $61,405,972 |
Grants Awarded
Over the last fiscal year, United Way Of Greater Milwaukee & Waukesha County Inc has awarded $40,079,040 in support to 581 organizations.
| Grant Recipient | Amount |
|---|---|
Madison, WI PURPOSE: DONOR DESIGNATION PLEDGE PAYMENTS | $2,597,621 |
Milwaukee, WI PURPOSE: DONOR DESIGNATION PLEDGE PAYMENTS | $1,315,472 |
Milwaukee, WI PURPOSE: DONOR DESIGNATION PLEDGE PAYMENTS | $1,059,348 |
Milwaukee, WI PURPOSE: SCHOOL ACHIEVEMENT | $861,043 |
Milwaukee, WI PURPOSE: DONOR DESIGNATION PLEDGE PAYMENTS | $832,738 |
Milwaukee, WI PURPOSE: IMPACT 2-1-1 | $817,698 |
Grants Recieved
Over the last fiscal year, we have identified 15 grants that United Way Of Greater Milwaukee & Waukesha County Inc has recieved totaling $1,177,725.
| Awarding Organization | Amount |
|---|---|
Boys And Girls Club Of Greater Milwaukee Inc Milwaukee, WI PURPOSE: TO SUPPORT THE MISSION OF UNITED WAY | $350,724 |
American Online Giving Foundation Inc Newark, DE PURPOSE: GENERAL SUPPORT | $240,044 |
Milwaukee Jewish Federation Inc Milwaukee, WI PURPOSE: GENERAL DONATIONS | $181,935 |
Curt And Sue Culver Family Foundation Inc Nashotah, WI PURPOSE: HUMAN SERVICES SUPPORT | $115,000 |
Ziegler Family Foundation Inc Brookfield, WI PURPOSE: CHARITABLE | $60,000 |
United Way Fox Cities Inc Menasha, WI PURPOSE: DIAPERS FOR DISTRIBUTION | $49,294 |
Endowment Analysis
| Beg. Balance | $5,535,487 |
| Earnings | $1,488,737 |
| Net Contributions | $20,077,578 |
| Grants | $1,697,424 |
| Ending Balance | $25,404,378 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Jewish United Fund Of Metropolitan Chicago Chicago, IL | $237,716,660 | $98,017,955 |
United Way Of Metropolitan Chicago Inc Chicago, IL | $48,823,180 | $94,270,464 |
Greater Twin Cities United Way Minneapolis, MN | $123,376,115 | $57,734,510 |
United Way Of Greater Milwaukee & Waukesha County Inc Milwaukee, WI | $61,405,972 | $81,920,457 |
United Jewish Foundation Bloomfield Hills, MI | $499,169,628 | $64,657,132 |
Jewish Federation Of Metropolitan Detroit Bloomfield Hills, MI | $47,176,033 | $56,479,308 |
Crown Family Foundation Chicago, IL | $385,687,959 | $10,125,325 |
United Way Of Central Iowa Des Moines, IA | $41,931,356 | $30,163,758 |
Milwaukee Jewish Federation Inc Milwaukee, WI | $275,238,952 | $33,191,987 |
United Way Of Dane County Inc Madison, WI | $22,529,692 | $21,928,366 |
Christian Community Health Center Chicago, IL | $22,627,350 | $21,526,590 |
Minneapolis Jewish Federation Minnetonka, MN | $164,042,628 | $35,831,596 |