UNITED WAY OF GREATER MILWAUKEE & WAUKESHA COUNTY INC Charity Report

Public IRS 990 nonprofit record

UNITED WAY OF GREATER MILWAUKEE & WAUKESHA COUNTY INC

EIN 39-0806190 · Philanthropy, Voluntarism & Grantmaking Foundations (T700)

What they do

WE UNITE PEOPLE to CREATE POSITIVE LASTING CHANGE IN OUR COMMUNITY.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $86.00 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders57 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

93.26%of revenue went to mission work86.0% of expenses · Program services

9.80%of revenue went to fundraising9.0% of expenses

$108.51spent for every $100 of revenueSpending was higher than revenue this year.

5.45%of revenue went to management and office costs5.0% of expenses

$0.91in assets for every $1 spent this yearSome assets cannot be spent right away.

96.1%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Worth asking: Expenses exceeded revenue by $4,395,205 this year. Ask whether that was planned or caused by a one-time event.

Pay context: The highest compensation shown in this filing is $400,209 for AMY LINDNER (PRESIDENT AND CEO/BOARD OFFICER). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$51,671,709

Mission workProgram services$48,191,15293.26% of revenue86.0% of expenses

ManagementOffice and general costs$2,814,4945.45% of revenue5.0% of expenses

FundraisingAsking for donations$5,061,2689.80% of revenue9.0% of expenses

Total expenses$56,066,914108.51% of revenue

Expenses were greater than revenue, so the colored ring fills the available $100 and the total above 100% is shown below.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 86.0% mission · 5.0% management · 9.0% fundraisingTotal expenses: 108.51% of revenue

2023Expense mix: 88.4% mission · 4.2% management · 7.4% fundraisingTotal expenses: 99.58% of revenue

2022Expense mix: 88.7% mission · 4.2% management · 7.1% fundraisingTotal expenses: 109.75% of revenue

2021Expense mix: 89.5% mission · 3.9% management · 6.7% fundraisingTotal expenses: 102.18% of revenue

2020Expense mix: 87.7% mission · 4.2% management · 8.1% fundraisingTotal expenses: 69.64% of revenue

2019Expense mix: 88.4% mission · 4.0% management · 7.6% fundraisingTotal expenses: 99.12% of revenue

2018Expense mix: 88.4% mission · 4.1% management · 7.4% fundraisingTotal expenses: 101.77% of revenue

2017Expense mix: 88.1% mission · 3.8% management · 8.1% fundraisingTotal expenses: 98.28% of revenue

Money in and money out

Revenue$51,671,709

Expenses$56,066,914

Annual shortfall $4,395,205 Expenses were higher than revenue for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$48,191,152 · 86.0% of expenses

Management and office costs$2,814,494 · 5.0% of expenses

Fundraising$5,061,268 · 9.0% of expenses

See all reported dollar amounts

Revenue$51,671,709

Expenses$56,066,914

Assets$50,780,229

Income$51,763,093

Contributions$49,658,474

Mission work (program services)$48,191,152

Fundraising$5,061,268

Grants given$392,810,695

Average grant$74,157

Management and general$2,814,494

Accounting fees$64,329

Investing fees$69,259

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

AMY LINDNERPRESIDENT AND CEO/BOARD OFFICER · 50 hrs/week $400,209Base $354,577 · Other $45,632

FILIPPO CARINI THROUGH JANUARY 2025CHIEF OPERATING OFFICER/BOARD OFFICER · 50 hrs/week $308,830Base $254,411 · Other $54,419

GINA SANTIGATICHIEF DEVELOPMENT OFFICER · 50 hrs/week $217,257Base $172,689 · Other $44,568

JAYNE THOMAVP ORGANIZATIONAL COLLABORATION · 50 hrs/week $203,189Base $169,097 · Other $34,092

JULIE DIVJAKVP COMMUNITY IMPACT · 50 hrs/week $184,157Base $139,589 · Other $44,568

NATALIE HARLANVP HUMAN RESOURCES & TALENT INITIATIVES · 50 hrs/week $184,010Base $167,985 · Other $16,025

BOB MALICKIVP FINANCE · 50 hrs/week $163,638Base $131,193 · Other $32,445

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (57)

AMY LINDNERPRESIDENT AND CEO/BOARD OFFICER

FILIPPO CARINI THROUGH JANUARY 2025CHIEF OPERATING OFFICER/BOARD OFFICER

GINA SANTIGATICHIEF DEVELOPMENT OFFICER

JAYNE THOMAVP ORGANIZATIONAL COLLABORATION

JULIE DIVJAKVP COMMUNITY IMPACT

NATALIE HARLANVP HUMAN RESOURCES & TALENT INITIATIVES

BOB MALICKIVP FINANCE

KELLY H GREBESECRETARY

KIMBERLY K STOLLDIRECTOR

LESIE WININGERDIRECTOR

LINDA GORENS-LEVEY CPA CFADIRECTOR

MARGARET C KELSEYDIRECTOR

KATRENE ZELENOVSKIYDIRECTOR

MARK WALLACEDIRECTOR

NANCY HERNANDEZDIRECTOR

MARK F IRGENSDIRECTOR

MATTHEW S LEVATICHDIRECTOR

MICHAEL R EVANSDIRECTOR

JONAS PRISINGDIRECTOR

PAMELA S FENDTDIRECTOR

PATRICK LUBARDIRECTOR

PEGGY WILLIAM-SMIHDIRECTOR

PJ DISTEFANODIRECTOR

RACHEL SCHNEIDERDIRECTOR

RODNEY JONES-TYSONDIRECTOR

SAMANTHA MALDONADODIRECTOR

SAMUEL ZIELKEDIRECTOR

SCOTT TURNERDIRECTOR

SHELDON CUFFIEDIRECTOR

STEPHANIE RIESCH-KNAPPDIRECTOR

WAYNE T MORGANDIRECTOR

DEVONA WRIGHT COTTRELLDIRECTOR

BLADEN J BURNSDIRECTOR

BLAKE D MORETVICE CHAIR

BRYAN HOUSEDIRECTOR

CHRISTOPHER ROWLANDDIRECTOR

CINDY GNADINGER EDDDIRECTOR

COREEN DICUS-JOHNSONDIRECTOR

CRAIG JORGENSENDIRECTOR

CRISTY GARCIA-THOMASDIRECTOR

DANIEL W JACKSON FACHEDIRECTOR

DAVID BOWLESDIRECTOR

DAVID GAYTREASURER

DEREK MEYERDIRECTOR

JUDSON M SNYDERDIRECTOR

DONALD W LAYDEN JRIMMEDIATE PAST CHAIR

DR KEITH P POSLEYDIRECTOR

EARNELL R LUCASDIRECTOR

ERIC L CONLEYDIRECTOR

GEORGE R OLIVERCHAIR

HEATHER LADAGEDIRECTOR

JASMINE M JOHNSON MSMDIRECTOR

JOHN KISSINGERDIRECTOR

JOHN R RAYMOND SR MDDIRECTOR

JOHN W FLORSHEIMDIRECTOR

JOSH SMITHDIRECTOR

JUDITH D TAYLORDIRECTOR

About this charity

Recognized since: January 1942
Location: 225 W VINE ST, MILWAUKEE, WI 53212-3935
County: Milwaukee
In care of: BOB MALICKI
Primary officer: BOB MALICKI, VICE PRESIDENT FINANCE

How to reach them

WebsiteVisit the charity’s website Phone(414) 263-8141

Filing and classification

Latest tax year: 2024
Tax period began: July 1, 2024
Return type: 990
Tax preparer: CLIFTONLARSONALLEN LLP
NTEE classification: Philanthropy, Voluntarism & Grantmaking Foundations (T700)
Grant-giving organization: Yes