2. UnitedWayMilwaukee.org2
Mission
United Way of Greater Milwaukee changes lives and improves
our community by mobilizing people and resources to drive
strategic impact in Education, Income and Health.
Dear Friends,
This annual report is a testament to the hard work and dedication of the
68,000 people in our community who are motivated by a desire to help
others and come together through United Way.
In 2012, we helped nearly 400,000 people build better lives for
themselves and their families by investing in solutions right here
in Greater Milwaukee. We are proud of what we have accomplished
together, but we know that our work does not end here. There is still
much to do, and we will ensure that donor dollars are at work in our
community, solving problems and helping people.
We know real change will only result from collective, community-level
impact. As a community, we must invest our resources in a way that will
lead to needle-moving, long-term change.
We are confident we can do just that, because when we join together with
a common purpose of improving lives, we move forward as a stronger
community. Thank you for living united.
Sincerely,
Mary Lou Young
President & CEO,
United Way of Greater Milwaukee
Stephen A. Roell
2013 Chairman of the Board,
United Way of Greater Milwaukee
Chairman & CEO, Johnson Controls, Inc.
Vision
United Way of Greater Milwaukee aspires to accomplish the
following:
• Produce significant and measurable results in the areas
of Education, Income and Health.
• Convene diverse teams of community members to take
collaborative action on priority issues.
• Recruit and retain talent to drive cross-sector initiatives
and integrated, community-focused work.
• Sustain its financial stability and efficient operations.
• Be recognized as a leader in effecting long-term societal change.
3. We have a lot to be proud of. But we also face many challenges. Our children
struggle to read and are not prepared for school, work or life. Hardworking families
can barely afford to get by, and many people aren’t able to live healthy lives.
If we want to change our community, we must work together – strategically – to
end poverty and help our neighbors build better lives. But we will only prosper
and grow if there is a strong education pipeline for our children, if all families are
financially stable and if people are healthy and have access to quality health care.
The Building Blocks
United Way focuses on the three building blocks for a good quality of life –
Education, Income and Health.
When you direct your gift to United Way or any of these three strategic issue areas,
your donation is invested in 160+ programs at over 80 local agencies. Plus, we
measure the results to ensure we move forward as a stronger community.
Greater Milwaukee is our community.
Volunteers Make A Difference
Thank you to the 3,000+ volunteers who join us in living
united. United Way works with individual volunteers
and organizations who want to donate time to make
an immediate difference. Because you give generously
of your time and talent each year, United Way is able
to minimize costs and keep administrative and
fundraising expenses low.
Helping Children Youth Achieve their Potential
In 2011-2012, United Way provided funding to 46 education programs
serving nearly 70,000 youth and adults.
Promoting Financial Stability Independence
In 2011-2012, United Way provided funding to 27 income programs
serving nearly 50,000 individuals.
Improving People’s Health Safety
In 2011-2012, United Way provided funding to 63 health programs
serving nearly 270,000 individuals.
UnitedWayMilwaukee.org 3
4. United Way launched an initiative
in July to recruit 3,000 new local
volunteer Readers, Tutors and
Mentors over the next three years, as
part of United Way Worldwide’s effort
to recruit one million readers, tutors
and mentors and increase high school
graduation rates. E
In September, BMO Harris Bank
gave $750,000 over three years to
United Way to help fund its Healthy
Birth Initiative: Reducing Infant
Mortality. The funds will be invested
in community health organizations
providing direct services, support a
project director position, and allow
United Way to convene a group of
diverse constituents who will assist
in the development of the strategies
that will lead to improvements in birth
outcomes. H
United Way supports the Individual
Development Account (IDA) program,
which helps people who are saving for
a home by matching up to $4 for every
$1 saved or up to $6 for every $1
saved for postsecondary education. In
2012, the IDA program helped nearly
200 families save for their first home
and more than 300 individuals save
for postsecondary education. I
In October public health officials
announced that births among 15-17
year olds in Milwaukee had declined
for the fifth year in a row and were
now at historic lows. The City of
Milwaukee Health Department credits
United Way and the communitywide
Teen Pregnancy Prevention Oversight
Committee’s strategic, focused
efforts for consecutive drops. The
initiative has now become a national
model for community collaboration. H
Milwaukee Succeeds is a
communitywide initiative ensuring
there is a strong education pipeline
from cradle to career. United Way
is taking the lead on convening the
school readiness community team,
focusing on pre-reading/early literacy
strategies, as well as emphasizing
the importance of childhood
immunizations. E
United Way, in partnership with COA
Youth and Family Centers, offered
the second annual Healthy Youth
Leadership Institute at Camp Helen
Brachman in August. Thirty youth
participated in the four-day retreat
to develop leadership skills and
the ability to be peer educators and
mentors regarding sexual health. H
In April, United Way and The American
Red Cross in Southeastern Wisconsin,
announced the First Aid Service
Team (FAST) collaboration. This
partnership will help enable trained
Red Cross personnel to be at hand to
provide emergency first aid care to
sick or injured people at community
events. H
United Way in partnership with
Community Advocates, received a
$300,000 grant from the Siemer
Institute for Family Stability. The grant
will fund the Homeless Prevention
Program (HPP) for Families with
School-Aged Children, a collaborative
effort to target and prevent
homelessness for families with
children, and help reduce student
mobility, which in turn will help
increase academic success. I
United Way received a $12,000
grant from the Department of Public
Instruction to distribute to agencies
committed to implementing the
Parents Matter! Curriculum – which
teaches parents how to have the
tough conversations with their
children about sex, relationships and
navigating the teen years. H
Community Problem Solving
During the fiscal year ending June 30, 2012, United Way of Greater Milwaukee
projected to invest nearly $42 million into our community, with $21 million
in unrestricted dollars directed towards United Way’s strategic focus areas
of Education, Income and Health.*
By investing in programs that impact
these areas instead of funding general agency operations, United Way helps
ensure the dollars are used to produce desired outcomes right here in
our community.
New Agency Program Partners
CityYear – WholeSchoolWhole Child
LiteracyServices ofWisconsin – Adult Education Program
New Funded Programs
QBLOK– Pathfinders
Driver’s License Recovery – Wisconsin CommunityServices
*
Relative to the 2011 Community Campaign
2012 Community Impact Highlights Strategy Areas: E Education I Income H Health
5. UnitedWayMilwaukee.org 5
Accountability
United Way of Greater Milwaukee only invests in programs that
produce results at agencies that manage their money wisely.
We have been recognized nationally and locally for our
high rate of efficiency. In 2012, Forbes Magazine named
United Way as one of five All-Star Charities for efficiency.
We invest nearly 90% of the money raised in the annual
community campaign in the programs/organizations we
support, far exceeding the 65% minimum considered
acceptable for a nonprofit to be living up to its mission.
Sources
Campaign Highlights
Thanks to you, United Way of Greater
Milwaukee raised a record $51,671,080
in 2012, exceeding our $51.5 million
projected goal by $171,080. Led by co-
chairs Paul Jones (A. O. Smith Corporation),
Greg Marcus (The Marcus Corporation)
and Peggy Troy (Children’s Hospital of
Wisconsin), United Way raised over $1.6
million more than the $50,006,076 raised
in 2011, for a 3.3% increase.
• More than 300 volunteers and 106
campaign cabinet members were
recruited to assist with the campaign.
• Nine local companies contributed a
combined $22.3 million in employee
and retiree gifts along with corporate
support, with each company increasing
its contribution over 2011.
• Johnson Controls achieved the largest
annual combined workplace campaign
total in United Way’s history, raising
$5.5 million and surpassing last year’s
company record total.
• Northwestern Mutual raised $4 million
for the first time setting a new company
record.
• United Way secured a $1.7 million
challenge grant for a second year
through the Milwaukee Health Care
Partnership from the five leading
hospital systems to help expand
primary care to underserved and
vulnerable populations.
• $6.7 million new dollars were raised
through the Give Win™
Sweepstakes.
2012 Funding
54% Employee Retiree
Workplace Contributions
30% Corporate
Contributions
5% Individual Contributions
Outside of Workplace
4% Private Foundation
Contributions
4% In-kind Gifts
Sponsorships
3% Workplace Special
Events
6. Assets:
Current assets:
Cash and cash equivalents $ 2,538,550
Investments9,760,614
Pledges receivable – net 16,241,753
Prepaid expenses and other 177,969
Total current assets 28,718,886
Pledges receivable, less current portion 1,159,765
Investments – Endowment fund 4,019,445
Land, building and equipment – net 925,069
Total assets $ 34,823,165
Liabilities Net Assets:
Liabilities:
Donor designations payable $ 6,257,220
Amounts payable under fiscal agent responsibilities 1,973,175
Other amounts payable 56,503
Accrued expenses and other current liabilities 138,197
Total liabilities 8,425,095
Net assets:
Unrestricted:
Undesignated (3,190,524)
Investment in land, building and equipment 925,069
Accumulated net growth in permanently restricted net assets 296,311
Board designated for allocations to agencies and partners 22,158,062
Board designated endowment fund 903,148
Board designated for capital improvements 459,405
Total unrestricted 21,551,471
Temporarily restricted 3,667,381
Permanently restricted net assets 1,179,218
Total net assets $ 26,398,070
Total liabilities and net assets $ 34,823,165
Statement of Financial Position
As of June 30, 2012
7. PublicSupport Revenue:
Campaign revenue:
Gross campaign results
Less: Donor designated funds
Net campaign results
Less: Provision for uncollectible pledges
Net campaign revenue
Contributions received in prior period released from restriction
Service fees – Campaign
Memorials and bequests
Sponsorship of United Way events and activities
Total campaign revenue
Non-campaign revenue:
Dividend interest income
Net realized unrealized gains on investments
Transfer to unrestricted for disbursement of temporarily restricted funds
Rental income
Grants
Other income
Total non-campaign revenue
Total public support revenue
Expenses:
Agency distributions:
Gross agency distributions
Less: Donor designated funds
Net agency distributions
Program services:
Community Impact
Supporting services:
Fundraising
Management and general
Total supporting services
Total expenses
Change in net assets
Net assets at beginning of year
Net assets at end of year
Permanently
RestrictedUnrestricted
Temporarily
Restricted Total
$ -
-
-
-
-
-
-
12,500
-
12,500
-
-
-
-
-
-
-
12,500
-
-
-
-
-
-
-
-
12,500
1,166,718
$1,179,218
$51,180,635
(21,517,316)
29,663,319
(585,359)
29,077,960
-
536,582
44,196
476,362
30,135,100
377,988
272,930
-
73,456
24,005
6,426
754,805
30,889,905
42,362,423
(21,517,316)
20,845,107
1,359,562
4,269,496
1,515,244
5,784,740
27,989,409
2,900,496
23,497,574
$26,398,070
$47,771,025
(20,211,236)
27,559,789
(494,359)
27,065,430
1,710,451
536,582
(25,630)
476,362
29,763,195
334,698
239,901
138,032
73,456
24,005
6,426
816,518
30,579,713
41,056,343
(20,211,236)
20,845,107
1,359,562
4,269,496
1,515,244
5,784,740
27,989,409
2,590,304
18,961,167
$21,551,471
$3,409,610
(1,306,080)
2,103,530
(91,000)
2,012,530
(1,701,451)
-
57,326
-
359,405
43,290
33,029
(138,032)
-
-
-
(61,713)
297,692
1,306,080
(1,306,080)
-
-
-
-
-
-
297,692
3,369,689
$3,667,381
UnitedWayMilwaukee.org 7
Statement of Activities
Year End June 30, 2012
8. 225 West Vine Street
Milwaukee, WI 53212
414-263-8100
UnitedWayMilwaukee.org
Board Chair
Stephen A. Roell, Johnson Controls, Inc.
Vice Chair/Chair Elect
David J. Lubar, Lubar Co.
Secretary
Linda Gorens-Levey, Stark Investments
Treasurer
R. Bruce McDonald, Johnson Controls, Inc.
President CEO
Mary Lou Young, United Way of Greater Milwaukee
Chief Operating Officer
Filippo Carini, United Way of Greater Milwaukee
Bevan K. Baker, City of Milwaukee Health Department
Linda E. Benfield, Foley Lardner LLP
Sandra L. Botcher, Northwestern Mutual
Thomas J. Cardella, MillerCoors
Bradley D. Chapin, BMO Harris Bank
Sheila D. Cochran, Milwaukee Area Labor Council, AFL-CIO
Jameson P. Delgadillo, Northwestern Mutual
David W. Gay, Ernst Young LLP
Thomas C. Gentile, GE Healthcare
Ellen Gilligan, Greater Milwaukee Foundation
Jon D. Hammes, Hammes Company, LLC
Jacqueline D. Herd-Barber, Community Volunteer
Mark F. Irgens, Irgens Partners, LLC
Catherine Jacobson, Froedtert Health, Inc.
Jeffrey A. Joerres, ManpowerGroup
Paul W. Jones, A. O. Smith Corporation
Gregory S. Marcus, The Marcus Corporation
Hugh McGarry, Milwaukee Journal Sentinel
Cory L. Nettles, Generation Growth Capital, Inc.
Gregory C. Oberland, Northwestern Mutual
James R. Popp, Chase
Michael J. Porcaro, UPS
James E. Quinlan, Wells Fargo Company
Kristine A. Rappé, We Energies
John R. Raymond, Sr., M.D., Medical College of Wisconsin
Nicole J. Renouard, Whyte Hirschboeck Dudek S.C.
Paul Schmitz, Public Allies, Inc.
Lynn Sprangers, Mount Mary College
Mary Ellen Stanek, Robert W. Baird Co. Incorporated
Paul W. Sweeney, PS Capital Partners, LLC
Mark R. Taylor, FACHE, Columbia St. Mary’s
Dr. Gregory E. Thornton, MPS Central Services
Peggy N. Troy, Children’s Hospital of Wisconsin
Nick W. Turkal, M.D., Aurora Health Care
Gordon J. Weber, Associated Bank
Gregory M. Wesley, Gonzalez Saggio Harlan LLP
Scott A. Wrobbel, Deloitte LLP
Anne Zizzo, Zizzo Group Marketing + PR + New Media
2013-2014 Board of Directors
