2024-11-04T16:42:32-06:00 2023-12-31 390974031 WEGNER CPAS LLP 2921 LANDMARK PL STE 300 MADISON WI 537134236 990 2023-01-01 201376669 2-1-1 WISCONSIN INC 2-1- 6082468272 2059 ATWOOD AVE MADISON WI 53704 CHARLENE MOUILLE PRESIDENT & 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 1695816 0 X 211WISCONSIN.COMMUNITYOS.ORG X 2003 WI TO SUPPORT REGIONAL AND LOCAL INFORMATION AND REFERRAL (I&R) SERVICE PROVIDERS, WHICH SERVE RESIDENTS OF THE STATE OF WISCONSIN, BY DEVELOPING AND MANAGING A STATEWIDE I&R SYSTEM THAT UTILIZES A 211 DIALING CODE AND ASSISTING IN THE PROVISION OF HIGH QUALITY AND COMMUNITY-BASED INFORMATION AND REFERRAL SERVICES WITH RESPECT TO HEALTH AND HUMAN SERVICES, AND BIO-TERRORISM AND OTHER PUBLIC HEALTH EMERGENCIES AND PREPAREDNESS. 12 11 0 11 0 0 1845151 1234583 414369 461233 0 0 0 0 2259520 1695816 526817 539190 0 0 0 0 0 0 0 1646859 1162617 2173676 1701807 85844 -5991 720983 587742 439799 312549 281184 275193 X OUR MISSION AT 211 WISCONSIN IS TO CONNECT INDIVIDUALS AND FAMILIES WITH ESSENTIAL COMMUNITY SERVICES AND SUPPORT. OVER THE PAST YEAR, WE HAVE EXPANDED OUR TECHNICAL SYSTEM CAPABILITY, OUTREACH EFFORTS, ENHANCING ACCESS TO CRITICAL RESOURCES SUCH AS FOOD, HOUSING, MENTAL HEALTH SERVICES, AND ADDICTION RECOVERY PROGRAMS. BY LEVERAGING OUR COMPREHENSIVE DATABASE AND DEDICATED TEAM OF COMMUNITY RESOURCE SPECIALISTS, AS A CONNECTED SYSTEM WE HAVE SUCCESSFULLY ASSISTED THOUSANDS OF RESIDENTS ACROSS WISCONSIN, ENSURING THEY RECEIVE THE HELP THEY NEED, WHEN THEY NEED IT MOST. 0 0 1562344 539190 461233 ADMINISTRATION OF THE STATEWIDE INFRASTRUCTURE, CONTRACTING FOR THE FULFILLMENT OF GRANTS AND CONTRACTS, CONTACT CENTER COORDINATION, AND TECHNICAL SERVICES RELATED TO SUPPORTING AND EXPANDING WISCONSIN'S 2-1-1 SYSTEM.211 IS A ONE-STOP, FREE, AND CONFIDENTIAL CONNECTION TO THE LOCAL SERVICES PEOPLE NEED, SUCH AS UTILITY ASSISTANCE, HOUSING, FOOD, ELDER CARE, CRISIS INTERVENTION, ALCOHOL AND OTHER DRUG RECOVERY, AND MUCH MORE. IN WISCONSIN, WE ARE THE MOST COMPREHENSIVE SOURCE OF INFORMATION ABOUT LOCAL RESOURCES AND SERVICES AVAILABLE. OUR REGIONALLY BASED TEAMS UNDERSTAND THE NUANCES OF EACH OF THE 72 COUNTIES THROUGHOUT THE STATE AND PROVIDE 100% COVERAGE TO WISCONSINITES, ROUND THE CLOCK. HELP IS AVAILABLE BY PHONE, TEXT, CHAT, AND ONLINE GUIDED SEARCHES SEARCHABLE BY LOCATION.IN 2023, 211 SPENT 1.7 MILLION MINUTES TALKING TO WISCONSINITES AND MADE MORE THAN 428,000 REFERRALS TO FREE AND LOW-COST SERVICES. IN ADDITION, THERE WERE MORE THAN 268,000 SEARCHES ON OUR PUBLIC WEBSITE TO FIND INFORMATION AND REFERRALS TO SERVICES IN MORE THAN 22,000 SERVICE LOCATIONS. 1562344 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 3 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 12 11 0 1 0 0 0 1 0 1 1 0 0 0 1 1 1 1 0 0 0 0 WI X SHAWN ZIMMERMAN 6082468272 2059 ATWOOD AVE MADISON WI 53704 MICHAEL KESSENICH PRESIDENT 1.00 X X 0 0 0 RUHAMAH BAUMAN VICE PRESIDENT 1.00 X X 0 0 0 NADINE ALLEN SECRETARY/TREASURER 1.00 X X 0 0 0 MARTHA GARZA DIRECTOR 1.00 X 0 0 0 MAJEL HEIN DIRECTOR 1.00 X 0 0 0 JEFF SARGENT DIRECTOR 1.00 1.00 X 0 0 0 LIZA DRAKE DIRECTOR 1.00 X 0 0 0 FREDI-ELLEN BOWE DIRECTOR 1.00 X 0 0 0 CARLA LUNDEEN DIRECTOR 1.00 X 0 0 0 ED WALL DIRECTOR 1.00 X 0 0 0 MILENA BERNARDINELLO DIRECTOR 1.00 X 0 0 0 DAVID TIMMERMAN DIRECTOR 1.00 X 0 0 0 CHARLENE MOUILLE PRESIDENT & CEO 50.00 50.00 X 0 158960 11249 0 158960 11249 0 0 1 0 UNITED WAY OF WISCONSIN INC 2059 ATWOOD AVE MADISON WI 53704 MANAGEMENT & PROFESSIONAL SERVICES 675242 1 61801 985419 187363 1234583 FEES FOR SERVICES 519290 311298 311298 CALL CENTER FEES 624200 149935 149935 461233 1695816 461233 0 0 539190 539190 637423 557167 80256 19200 19200 139024 117967 21057 43014 43014 4540 3458 1082 50352 42725 7627 11516 9586 1930 1637 1453 184 6795 5175 1620 984 749 235 2-1-1 INFRASTRUCTURE 245976 241860 4116 2156 2156 1701807 1562344 139463 0 305474 302884 345315 173431 64303 105241 5891 6186 720983 587742 258719 177613 36535 23391 144545 111545 439799 312549 X 281184 275193 281184 275193 720983 587742 -5991 0 X 0 1 X 1 1 1 X X X 5 WISCONSIN STATE TELECOMMUNICATIONS ASSOCIATION INC 390845874 10 1 0 0 UNITED WAY OF WISCONSIN INC 391609340 10 1 0 0 INFORM WISCONSIN INC 391350680 10 1 0 0 WISCONSIN COUNTIES ASSOCIATION 396007681 6 1 0 0 WISCONSIN HOSPITAL ASSOCIATION INC 390969552 10 1 0 0 5 0 0 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SCHEDULE A, PART IV, SECTION A, LINE 2: WISCONSIN COUNTIES ASSOCIATION IS THE FOREMOST VOICE OF COUNTY OFFICIALS REPRESENTING ALL 72 COUNTIES IN WISCONSIN. THE ORGANIZATION IS NOT REQUIRED TO OBTAIN RECOGNITION OF ITS PUBLIC CHARITY STATUS AS IT IS A FEDERAL, STATE, OR LOCAL GOVERNMENT OR GOVERNMENTAL UNIT AS DESCRIBED IN SECTION 170(B)(1)(A)(V). SCHEDULE A, PART IV, SECTION A, LINE 3B: 2-1-1 WISCONSIN, INC. REQUESTED AND RETAINED A COPY OF WISCONSIN STATE TELECOMMUNICATIONS ASSOCIATION, INC., INFORM WISCONSIN, INC. AND WISCONSIN HOSPITAL ASSOCIATION, INC.'S IRS DETERMINATION LETTERS WHEN SUPPORT WAS ESTABLISHED. THE TAX PREPARER OF 2-1-1 WISCONSIN THEN ANNUALLY COMPLETES A PRO FORMA SCHEDULE A, PART III TO ENSURE THAT THE SUPPORTED ORGANIZATION MET THE PUBLIC SUPPORT TEST. SCHEDULE A, PART IV, SECTION A, LINE 3C: 2-1-1 WISCONSIN, INC. ENSURES THAT SUPPORT FROM THEIR ORGANIZATION IS USED SOLELY FOR CHARITABLE PURPOSES THROUGH WORKING WITH MANAGEMENT OF THE RESPECTIVE ORGANIZATIONS TO ENSURE THAT THEIR MONIES ARE SERVING A CHARITABLE CLASS AND COMMON HUMAN SERVICE NEED. SCHEDULE A, PART IV, SECTION B, LINE 1: THE SUPPORTED ORGANIZATIONS OF 2-1-1 WISCONSIN, INC. EACH HAVE THE RIGHT TO APPOINT ONE DIRECTOR (PARTNER DIRECTORS) OF THE CORPORATION. THE PARTNER DIRECTORS COMPRISE 33 1/3% OF BOARD COMPOSITION. THERE ARE THEN 3 DIRECTORS APPOINTED FROM THE STATE OF WISCONSIN GOVERNMENT, 2 OPERATIONS COUNCIL DIRECTORS AND 5 DIRECTORS ELECTED THROUGH NOMINATION THAT REPRESENT WISCONSIN CITIZENS AND BUSINESSES. WHILE THE PARTNER DIRECTORS ONLY COMPOSE 33 1/3% OF THE TOTAL VOTING DIRECTORS OF THE ORGANIZATION THIS GROUP IS THE LARGEST SINGLE GROUP ON THE BOARD AND THEREFORE EXERCISE A SUBSTANTIAL DEGREE OF DIRECTION OVER THE POLICIES, PROGRAMS, AND ACTIVITIES OF THE SUPPORTING ORGANIZATION. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 DUE TO UNITED WAY OF WISCONSIN, INC. 111545 111545 1695816 0 1695816 0 1695816 1701807 0 1701807 0 1701807 1 BROWN COUNTY UNITED WAY INC 111 NORTH ROOSEVELT STREET GREEN BAY WI 54301 390806299 501(C)(3) 29835 0 IN SUPPORT OF OPERATING CALL CENTERS. GUNDERSEN LUTHERAN ADMINISTRATIVE SERVICES INC PO BOX 426 ONALASKA WI 54650 391606449 501(C)(3) 104352 0 IN SUPPORT OF OPERATING CALL CENTERS. IMPACT ALCOHOL AND OTHER DRUG ABUSE SERVICES INC 6737 W WASHINGTON STREET SUITE 2225 MILWAUKEE WI 53214 390988784 501(C)(3) 170421 0 IN SUPPORT OF OPERATING CALL CENTERS. INCLUDING FUNDS TO SUPPORT BOOSTED SOCIAL MEDIA ADS SUPPORTING 211 AWARENESS. UNITED WAY FOX CITIES INC 1455 MIDWAY ROAD MENASHA WI 54952 390912895 501(C)(3) 83991 0 IN SUPPORT OF OPERATING CALL CENTERS. INCLUDING FUNDS TO SUPPORT BOOSTED SOCIAL MEDIA ADS SUPPORTING 211 AWARENESS AND VACCINE HESITANCY MESSAGING. UNITED WAY OF MARATHON COUNTY INC 705 S 24TH AVE STE 400B WAUSAU WI 54401 390935496 501(C)(3) 30851 0 IN SUPPORT OF OPERATING CALL CENTERS. INCLUDING FUNDS TO SUPPORT BOOSTED SOCIAL MEDIA ADS SUPPORTING 211 AWARENESS AND MENTAL HEALTH RESOUCES. UNITED WAY OF DANE COUNTY PO BOX 7548 MADISON WI 53704 390817532 501(C)(3) 65871 0 IN SUPPORT OF OPERATING CALL CENTERS. UNITED WAY OF SOUTH WOOD AND ADAMS COUNTIES INC 351 OAK ST WISCONSIN RAPIDS WI 54494 391212595 501(C)(3) 33763 0 IN SUPPORT OF OPERATING CALL CENTERS. INCLUDING FUNDS TO SUPPORT BOOSTED SOCIAL MEDIA ADS SUPPORTING 211 AWARENESS. UNITED WAY OF ST CROIX VALLEY 201 SECOND ST SOUTH STE 300 HUDSON WI 54016 391372545 501(C)(3) 20106 0 IN SUPPORT OF OPERATING CALL CENTERS. INCLUDING FUNDS TO SUPPORT BOOSTED SOCIAL MEDIA ADS SUPPORTING 211 AWARENESS AND MENTAL HEALTH RESOUCES. 8 0 PART I, LINE 2: THE ORGANIZATION GENERALLY PROVIDES SUPPORT TO ORGANIZATIONS WITH SIMILAR PURPOSES. ORIGINAL GRANT FUND PURPOSES MUST BE ADHERED TO AND IS DOCUMENTED THROUGH ALLOCATED EXPENSES. X 0 0 0 0 0 0 0 0 0 CHARLENE MOUILLE PRESIDENT & CEO 0 158960 0 0 0 0 0 11249 0 0 0 170209 0 0 PART I, LINE 3 THE MEMBERS OF UNITED WAY OF WISCONSIN, INC.'S 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 A, LINE 3 THE ORGANIZATION LEASES ITS EMPLOYEES, INCLUDING ITS PRESIDENT & CEO, FROM UNITED WAY OF WISCONSIN, INC. THE PRESIDENT & CEO PERFORMS MANAGEMENT DUTIES SUCH AS SUPERVISING PERSONNEL, PLANNING AND EXECUTING BUDGETS AND FINANCIAL OPERATIONS, AND SUPERVISNG EXEMPT OPERATIONS. UNITED WAY OF WISCONSIN, INC. IS A RELATED PARTY OF 2-1-1 WISCONSIN, INC. AND THE PRESIDENT & CEO'S COMPENSATION IS REPORTED IN FORM 990, PART VII, COLUMNS (E) AND (F). FORM 990, PART VI, SECTION A, LINE 7A THERE WILL BE THREE (3) DIRECTORS APPOINTED FROM THE STATE OF WISCONSIN GOVERNMENT. THE FOLLOWING FIVE (5) ENTITIES SHALL EACH APPOINT ONE PERSON TO SERVE AS A DIRECTOR OF THE CORPORATION: (I) THE WISCONSIN STATE TELECOMMUNICATIONS ASSOCIATION ("WSTA"); (II) UNITED WAY OF WISCONSIN; (III) INFORM WISCONSIN, INC. ; (IV) THE WISCONSIN COUNTIES ASSOCIATION; AND (V) THE WISCONSIN HOSPITAL ASSOCIATION. THE OPERATIONS COUNCIL SHALL APPOINT TWO (2) REPRESENTATIVES TO SERVE ON THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE PREPARED FORM 990 IS REVIEWED AND APPROVED BY THE TREASURER AND THE PRESIDENT BEFORE THE RETURN IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, ALL DIRECTORS AND OFFICERS COMPLETE AND SIGN A STATEMENT THAT PROVIDES INFORMATION REGARDING THEIR INTERESTS AND THOSE OF THEIR FAMILY MEMBERS 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 C, LINE 19 THE OGANIZATION MADE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. UNITED WAY OF WISCONSIN INC 2059 ATWOOD AVE MADISON WI 53704 391609340 SUPPORTING AND ENRICHING A STRONG STATEWIDE UNITED WAY NETWORK WI 501(C)(3) 10 N/A 0 WISCONSIN STATE TELECOMMUNICATIONS ASSOCIATION INC 1502 W BROADWAY SUITE 102 MONONA WI 53713 390845874 STATE ASSOCIATION OF WISCONSIN TELECOMMUNICATIONS PROVIDERS WI 501(C)(6) N/A 0 INFORM WISCONSIN INC PO BOX 255 JEFFERSON WI 53549 391350680 STATE ASSOCIATION OF INFORMATION & REFERRAL AND INFORMATION & ASSISTANCE ORG WI 501(C)(6) N/A 0 WISCONSIN COUNTIES ASSOCIATION 22 E MIFFLIN ST STE 900 MADISON WI 53703 396007681 REPRESENTS WI COUNTIES AT THE STATE AND FEDERAL LEVEL. WI N/A 0 WISCONSIN HOSPITAL ASSOCIATION INC 5510 RESEARCH PARK DRIVE FITCHBURG WI 53711 390969552 ADVOCATING ITS MEMBERS TO PROVIDE QUALITY HEALTH CARE SVCS TO WI COMMUNITIES WI 501(C)(6) N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0