2024-11-04T17:00:00-06:00 2023-12-31 390974031 WEGNER CPAS LLP 2921 LANDMARK PL STE 300 MADISON WI 537134236 990 2023-01-01 391609340 UNITED WAY OF WISCONSIN INC UNIT 6082468272 2059 ATWOOD AVE MADISON WI 53704 CHARLENE MOUILLE PRESIDENT AND CEO 6082468272 2024-11-04 1 0 JASON STEPHENS CPA P01263225 6082744020 2024-11-04 2023 2024-10-15 13:58:12Z CHARLENE MOUILLE 2059 ATWOOD AVE MADISON WI 53704 2724349 0 X WWW.UNITEDWAYWI.ORG X 1987 WI TO PROMOTE ON A STATEWIDE BASIS THE INTERESTS OF THE UNITED WAY SYSTEM AND THE VOLUNTARY SECTOR, IN ORDER TO MAXIMIZE THE CAPACITY OF LOCAL UNITED WAYS TO ADDRESS HUMAN NEEDS. 22 22 21 41 0 0 209470 1497241 1236786 1219748 420 7360 292 0 1446968 2724349 5303 739055 0 0 1016759 1256642 0 0 0 316910 673624 1338972 2669321 107996 55028 750368 876430 222477 293511 527891 582919 X UNITED WAY OF WISCONSIN IS DEDICATED TO SUPPORTING AND ENRICHING A STRONG STATEWIDE UNITED WAY NETWORK THAT MAXIMIZES THE CAPACITY OF LOCAL UNITED WAYS TO ADDRESS HUMAN NEEDS, IMPROVE LIVES AND CREATE LASTING POSITIVE CHANGE ACROSS WISCONSIN. 0 0 1443754 718359 698 SPECIAL PROJECTSUNITED WAY OF WISCONSIN, INC. OBTAINS GOVERNMENT GRANTS AND PROGRAM SERVICE CONTRACTS WITH SPECIFIC PURPOSES. LATE IN 2022, LARGE AND UNIQUE GRANTS WERE AWARDED RELATED TO COMMUNITY HEALTH WORKER TRAINING PROGRAM AND IMPROVING MENTAL HEALTH CARE WHICH WERE EXPENDED STARTING IN 2022 AND WILL CONTINUE THROUGH 2025. 546962 0 736292 MANAGEMENT SERVICESMANAGES 2-1-1 WISCONSIN, INC., THE STATE-WIDE COORDINATING ENTITY THAT OVERSEES WISCONSIN'S 2-1-1 SYSTEM CONNECTING ALL WISCONSINITES TO NEEDED SERVICES IN THEIR LOCAL COMMUNITIES. 249345 20696 202833 MEMBER SERVICESUNITED WAY NETWORK SERVICES THAT ARE DESIGNED TO INCREASE LOCAL UNITED WAY CAPACITY, PROVIDE LEARNING OPPORTUNITIES, AND ESTABLISH STATE-WIDE INITIATIVES AND SUPPORT ACTIVITIES. 200794 0 279925 GREAT RIVERS CONFERENCEPREMIERE REGIONAL CONFERENCE FOR LOCAL UNITED WAYS ACROSS THE MIDWEST REGION. 200794 0 279925 2440855 1 1 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 1 89 0 21 1 0 0 0 0 0 0 0 0 0 0 0 0 X 22 22 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 WI X SHAWN ZIMMERMAN 6082468272 2059 ATWOOD AVE MADISON WI 53704 JEFF SARGENT PRESIDENT 1.00 1.00 X X 0 0 0 KRISTIN BRANDNER VICE-PRESIDENT 1.00 X X 0 0 0 TARI JAHNS TREASURER 1.00 X X 0 0 0 ALEXA HAIGH SECRETARY 1.00 X X 0 0 0 AMY KOHNLE DIRECTOR 1.00 X 0 0 0 ASHLEY BENDER DIRECTOR 1.00 X 0 0 0 CAROLYNN FRIESCH DIRECTOR 1.00 X 0 0 0 JODY BARTNICK DIRECTOR 1.00 X 0 0 0 KATE BAER DIRECTOR 1.00 X 0 0 0 MARY FANNING-PENNY DIRECTOR 1.00 X 0 0 0 MARY KAY WOLF DIRECTOR 1.00 X 0 0 0 ROBYN DAVIS DIRECTOR 1.00 X 0 0 0 AMBER KILAWEE DIRECTOR 1.00 X 0 0 0 MATT HUNTER DIRECTOR 1.00 X 0 0 0 ASHLEY WINCH DIRECTOR 1.00 X 0 0 0 KEVIN MALNOR DIRECTOR 1.00 X 0 0 0 LISA KOGAN-PRASKA DIRECTOR 1.00 X 0 0 0 JAYNE THOMA DIRECTOR 1.00 X 0 0 0 FRED HEBBLEWHITE DIRECTOR 1.00 X 0 0 0 RYAN LUDY DIRECTOR 1.00 X 0 0 0 STEVE MCCARTHY DIRECTOR 1.00 X 0 0 0 ANDY NEBORAK DIRECTOR 1.00 X 0 0 0 FIL CARINI DIRECTOR (THRU JUNE) 1.00 X 0 0 0 NANCY SATTLER DIRECTOR (THRU JULY) 1.00 X 0 0 0 PETER GIANOPOULOS DIRECTOR (THRU SEPT) 1.00 X 0 0 0 CHARLENE MOUILLE PRESIDENT AND CEO 30.00 30.00 X 158960 0 11249 158960 0 11249 1 0 1 0 0 29052 1409798 58391 1497241 MANAGEMENT FEE REVENUE 561000 675242 675242 CONFERENCE REGISTRATION FEES 611430 279925 279925 MEMBERSHIP DUES 900099 202833 202833 REIMBURSEMENTS 900099 61050 61050 WORKSHOPS & TRAININGS 611430 698 698 1219748 7360 7360 2724349 1219748 0 7360 360930 360930 378125 378125 170209 145572 24637 796379 679938 116441 63310 54519 8791 138407 118932 19475 88337 75786 12551 10121 12 10109 108049 100686 7363 39541 37358 2183 21360 15478 5882 233216 233216 23142 17145 5997 15928 15570 358 130714 130210 504 3425 3425 MEMBERSHIPS 77569 69167 8402 10559 8211 2348 2669321 2440855 228466 0 4059 59508 462632 465397 0 194845 74121 13133 20478 9247 189078 134300 750368 876430 98410 179126 79534 32215 0 59415 44533 22755 222477 293511 X 527891 582919 527891 582919 750368 876430 55028 0 X 0 1 X 1 1 1 X 9667 122814 32559 209470 1497241 1871751 9667 122814 32559 209470 1497241 1871751 1871751 3369 890 319 420 7360 12358 1884109 4573906 0.99340 X 0.99860 0.00140 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 95781 146 95927 95635 146 95781 95570 65 95635 95448 122 95570 95233 215 95448 1.00000 0.00000 0.00000 0 0 0 DUE FROM 2-1-1 WISCONSIN, INC. 111545 OPERATING LEASE RIGHT-OF-USE ASSET 22755 134300 OPERATING LEASE LIABILITY 22755 22755 2724349 0 2724349 0 2724349 2669321 0 2669321 0 2669321 PART IV, LINE 2B: AMOUNT HELD FOR A FISCAL SPONSOR, WISCONSIN VOLUNTARY AGENCIES ACTIVE IN DISASTER (WIVOAD). PART V, LINE 4: UNITED WAY OF WISCONSIN, INC.'S BOARD OF DIRECTORS HAS DESIGNATED NET ASSETS WITHOUT DONOR RESTRICTIONS FOR THE FRANCES CUMBEE PROFESSIONAL DEVELOPMENT FUND (THE FUND), WHICH FUNCTIONS AS AN ENDOWMENT. 1 WISCONSIN ASSOCIATION OF FREE AND CHARITABLE CLINICS 1256 CAPITOL DR SUITE 700 210 PEWAUKEE WI 53072 472298281 501(C)(3) 19944 0 SUPPORT COMMUNITY HEALTH WORKER EMPLOYERS AND PROJECT TEAM GREAT RIVERS UNITED WAY INC 1855 E MAIN STREET ONALASKA WI 54650 390848188 501(C)(3) 96870 0 TRAIN CHW, RECRUIT APPRENTICESHIP SPONSORS AND PROGRAM LEADERSHIP; CHW PERSPECTIVE ON WIRE DEVELOPMENT IMPACT ALCOHOL & OTHER DRUG ABUSE SERVICES INC 6737 W WASHINGTON ST 2225 MILWAUKEE WI 53214 390988784 501(C)(3) 5262 0 PROVIDE REGIONAL PERSPECTIVE ON WIRE DEVELOPMENT UNITEMKE INC 1433 N WATER ST SUITE 400 MILWAUKEE WI 53202 814652827 501(C)(3) 111769 0 TRAIN CHW, RECRUIT APPRENTICESHIP SPONSORS AND PROGRAM LEADERSHIP UNITED WAY OF THE GREATER CHIPPEWA VALLEY INC 3603 N HASTINGS WAY SUITE 200 EAU CLAIRE WI 54703 391077901 501(C)(3) 5802 0 DIGITAL ACCESS OUTREACH AND SUPPORT UNITED WAY OF GREATER MILWAUKEE & WAUKESHA COUNTY INC 225 W VINE ST MILWAUKEE WI 53212 390806190 501(C)(3) 18252 0 DIGITAL ACCESS OUTREACH AND SUPPORT WI COUNCIL OF CHURCHES 30 W MIFFLIN SUITE 602 MADISON WI 53703 390893722 501(C)(3) 20199 0 DIGITAL ACCESS OUTREACH AND SUPPORT INDIANA ASSOCIATION OF UNITED WAYS INC 2955 N MERIDIAN STREET SUITE 200 INDIANAPOLIS IN 46208 351441961 501(C)(3) 13696 0 COS FISCAL ADMIN TRANSITION MILWAUKEE AREA HEALTH EDUCATION CENTER INC 1609 W NORTH AVE MILWAUKEE WI 53205 391749908 501(C)(3) 54000 0 TRAIN CHWS 9 0 CHW STIPENDS 85 378125 PART I, LINE 2: UWWI MONITORS SUBCONTRACTS AND SUBAWARDEES BY COMMUNICATING CLEAR REQUIREMENT TO PARTNERS, COMPLETING A DESK REVIEW OF SUPPORTING DOCUMENTS AND PROVIDING TECHNICAL ASSISTANCE WHEN NEEDED TO EACH ORGANIZATION. ONCE INDIVIDUAL GRANT FUNDS ARE DISBURSED, THE ORGANIZATION DOES NOT HAVE ANY PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS. X X 0 0 0 0 0 0 0 0 0 CHARLENE MOUILLE PRESIDENT AND CEO 158960 0 0 0 0 0 11249 0 0 0 170209 0 0 0 EMILY MOUILLE RELATIVE OF BOARD OFFICER 49137 COMPENSATION 0 FORM 990, PART VI, SECTION A, LINE 6 MEMBERSHIP IN THIS CORPORATION SHALL CONSIST OF UNITED WAY, UNITED FUND, UNITED GIVERS, ONE FUND AND COMMUNITY CHEST ORGANIZATIONS INCORPORATED AND/OR OPERATING IN THE STATE OF WISCONSIN (A) WHOSE BOARDS OF DIRECTORS HAVE PASSED A RESOLUTION COMMITTING TO BE MEMBERS OF THIS CORPORATION AND (B) WHICH HAVE AGREED TO SUPPORT THIS ORGANIZATION FINANCIALLY. FORM 990, PART VI, SECTION A, LINE 7A THE PRESIDENT SHALL BE ELECTED BY THE MEMBERS. FORM 990, PART VI, SECTION A, LINE 7B AMENDMENTS TO THE BYLAWS MUST BE APPROVED BY TWO-THIRDS VOTE OF THE MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B THE PREPARED FORM 990 IS REVIEWED AND APPROVED BY THE MEMBERS OF THE GOVERNING BODY BEFORE THE RETURN IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ALL DIRECTORS AND OFFICERS ARE REQUIRED TO DISCLOSE ANNUALLY INTERESTS THAT COULD GIVE RISE TO CONFLICTS. THE MEMBERS OF THE GOVERNING BODY MAKE DETERMINATIONS OF WHETHER A CONFLICT EXISTS AND REVIEW ACTUAL CONFLICTS. ANY PERSON WITH A CONFLICT IS PROHIBITED FROM PARTICIPATING IN THE GOVERNING BODY'S DELIBERATIONS AND DECISIONS IN THE TRANSACTION. FORM 990, PART VI, SECTION B, LINE 15A THE MEMBERS OF THE GOVERNING BODY ANNUALLY REVIEW THE PRESIDENT AND CEO'S PERFORMANCE AND DETERMINE THE PRESIDENT AND CEO'S COMPENSATION USING DATA ON COMPENSATION PAID BY COMPARABLE ORGANIZATIONS IN SIMILAR COMMUNITIES FOR SIMILAR SERVICES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MADE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. 2-1-1 WISCONSIN INC 2059 ATWOOD AVE MADISON WI 53704 201376669 TO SUPPORT REGIONAL & LOCAL INFORMATION & REFERRAL SERVICE PROVIDERS. WI 501(C)(3) LINE 12A, I N/A 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 1 0 0