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CHARITY REVIEW
Issued: May 2024 Expires: May 2026

United Way of Greater Milwaukee and Waukesha County

Accredited Charity
Accredited Charity

Meets Standards
(414) 263-8100
225 West Vine Street
Milwaukee, WI, 53212
http://unitedwaygmwc.org/
📄 Full Report 🖨️ Print 📋 BBB Charity Standards

Standards For Charity Accountability

Governance

  1. Board Oversight
  2. Board Size
  3. Board Meetings
  4. Board Compensation
  5. Conflict of Interest

Measuring Effectiveness

  1. Effectiveness Policy
  2. Effectiveness Report

Finances

  1. Program Expenses
  2. Fundraising Expenses
  3. Accumulating Funds
  4. Audit Report
  5. Detailed Expense Breakdown
  6. Accurate Expense Reporting
  7. Budget Plan

Fundraising & Info

  1. Truthful Materials
  2. Annual Report
  3. Website Disclosures
  4. Donor Privacy
  5. Cause Marketing Disclosures
  6. Complaints

United Way of Greater Milwaukee and Waukesha County meets the 20 Standards for Charity Accountability.

Stated Purpose:
"to change lives and improve community by mobilizing people and resources to drive strategic impact in health, education, and financial stability."

Year, State Incorporated:
1909, WI

United Way of Greater Milwaukee & Waukesha County (UWGMWC) reports working to strengthen their four-county community, with the aim of fostering a safe place to live, work, and play. The organization states that it aspires to produce significant and measurable results in the areas of health, education, and financial stability, through convening diverse teams of community members to take collaborative action. In 2023, the UWGMWC reported it served 290,344 individuals through Impact 2-1-1 its 24/7 hotline for services. The organization served another 92,247 residents of Milwaukee County, 19,520 in Waukesha County, 2,893 in Ozaukee County, and 2,220 in Washington County, through its various other programs and initiatives.

For the year ended June 30, 2023, United Way of Greater Milwaukee and Waukesha County's program expenses were:

Community impact $27,437,567
Volunteer engagement $6,336,410
Grants $1,791,916
Total Program Expenses $35,565,893

Chief Executive
Amy Lindner, President and Chief Executive Officer

Compensation*
$353,082

Chair of the Board
George R. Oliver

Chair's Profession / Business Affiliation
Chairman and Chief Executive Officer, Johnson Controls

Board Size
52

Paid Staff Size
84

*2022 compensation includes annual salary and, if applicable, benefit plans, expense accounts, and other allowances.

Method(s) Used:
Direct mail appeals, Grant proposals, Internet, Direct mail appeals, Membership appeals, Planned giving arrangements, Print advertisements (newspapers, magazines, etc.), Telephone appeals, Radio

Fundraising costs were 13% of related contributions. (Related contributions, which totaled $35,451,955, are donations received as a result of fundraising activities.)

This organization is tax-exempt under section 501(c)(3) of the Internal Revenue Code. It is eligible to receive contributions deductible as charitable donations for federal income tax purposes.

The following information is based on United Way of Greater Milwaukee and Waukesha County's audited financial statements for the year ended June 30, 2023.

Source of Funds
Campaign revenue, net $28,905,073
Grants $5,159,675
Realized gains on investments, net $1,406,653
Interest income $1,032,063
Events and activities sponsorship $901,228
In-kind contributions $485,979
Campaign service fees $383,022
Other income $134,300
Total Income $38,407,993

Programs: 83% Fundraising: 11% Administrative: 6%

Total Income $38,407,993
Total expenses: $42,764,728
  Program expenses $35,565,893
  Fundraising expenses $4,581,999
  Administrative expenses $2,616,836
  Other expenses $0
Income in Excess of Expenses $-4,356,735
Beginning Net Assets $49,634,151
Other Changes In Net Assets $0
Ending Net Assets $45,277,416
Total Liabilities $7,347,881
Total Assets $52,625,297

Note: According to UWGMWC's audited financial statements for the year ended June 30, 2023, the organization received in-kind contributions of $485,979 in the form of supplies for community programs ($401,138) and advertising ($84,841).

An organization may change its practices at any time without notice. A copy of this report has been shared with the organization prior to publication. It is not intended to recommend or deprecate, and is furnished solely to assist you in exercising your own judgment. If the report is about a charity and states the charity meets or does not meet the Standards for Charity Accountability, it reflects the results of an evaluation of information and materials provided voluntarily by the charity. The name Better Business Bureau is a registered service mark of the International Association of Better Business Bureaus.

This report is not to be used for fundraising or promotional purposes.

RELATED CONTENT

Report completed by:
BBB Wise Giving Alliance