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Nonprofiteer
← 2-1-1 WISCONSIN INC

Form 990 for tax year 2024

Filed by 2-1-1 WISCONSIN INC.

Totals

Total revenue
$1,575,181
Total expenses
$1,552,134
Contributions and grants received
$1,091,814
Grants paid
$522,519
Program service revenue
$482,585
Investment income
$0
Other revenue
$782
Total assets, end of year
$768,035
Total liabilities, end of year
$469,795
Net assets or fund balances, end of year
$298,240
Program services expenses (Part IX)
$1,422,093
Management and general expenses
$130,041
Fundraising expenses
$0
Program service expenses (Part III)
$1,422,093

Program services were 91.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1a · Federated campaigns

    $59,735

  • 1e · Government grants (contributions)

    $826,732

  • 1f · All other contributions, gifts and grants

    $205,347

  • 2a · Program service revenue: FEES FOR SERVICES

    total $294,478 · related or exempt $294,478

  • 2b · Program service revenue: CALL CENTER FEES

    total $188,107 · related or exempt $188,107

  • 11d · All other revenue

    total $782 · excluded $782

  • 11e · Other revenue, total

    $782

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $522,519 · program services $522,519

  • 11a · Fees: management

    total $634,522 · program services $546,073 · management and general $88,449

  • 11c · Fees: accounting

    total $21,200 · management and general $21,200

  • 11g · Fees: other

    total $4,748 · program services $3,954 · management and general $794

  • 12 · Advertising and promotion

    total $45,522 · program services $44,447 · management and general $1,075

  • 13 · Office expenses

    total $6,239 · program services $4,322 · management and general $1,917

  • 14 · Information technology

    total $21,847 · program services $18,194 · management and general $3,653

  • 16 · Occupancy

    total $10,320 · program services $8,308 · management and general $2,012

  • 17 · Travel

    total $2,503 · program services $1,644 · management and general $859

  • 19 · Conferences, conventions and meetings

    total $6,784 · program services $4,700 · management and general $2,084

  • 23 · Insurance

    total $4,187 · program services $2,901 · management and general $1,286

  • 24a · Other expenses: 2-1-1 INFRASTRUCTURE

    total $269,485 · program services $265,031 · management and general $4,454

  • 24e · All other expenses

    total $2,258 · management and general $2,258

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $302,884 · end of year $420,311

  • 3 · Pledges and grants receivable

    beginning of year $173,431 · end of year $231,691

  • 4 · Accounts receivable

    beginning of year $105,241 · end of year $109,538

  • 9 · Prepaid expenses and deferred charges

    beginning of year $6,186 · end of year $6,495

  • 17 · Accounts payable and accrued expenses

    beginning of year $177,613 · end of year $279,286

  • 19 · Deferred revenue

    beginning of year $23,391 · end of year $67,551

  • 25 · Other liabilities

    beginning of year $111,545 · end of year $122,958

  • 27 · Net assets without donor restrictions

    beginning of year $275,193 · end of year $298,240

Mission and programs · 2024

Mission

THE MISSION OF 2-1-1 WISCONSIN IS TO CONNECT EVERYONE IN WISCONSIN WITH QUICK AND EASY ACCESS TO COMMUNITY-BASED HEALTH AND HUMAN SERVICES INFORMATION AND RESOURCES.

Activities or mission (Part I)

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.

  • ADMINISTRATION OF THE STATEWIDE INFRASTRUCTURE, CONTRACTING FOR THE FULFILLMENT OF GRANTS AND CONTRACTS, CONTACT CENTER COORDINATION, SPECIAL INITIATIVES, AND TECHNICAL SERVICES RELATED TO SUPPORTING AND EXPANDING WISCONSIN'S 2-1-1 SYSTEM.2-1-1 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 2024, 2-1-1 SPENT 1.7 MILLION MINUTES TALKING TO WISCONSINITES AND MADE MORE THAN 467,800 REFERRALS TO FREE AND LOW-COST SERVICES. IN ADDITION, THERE WERE MORE THAN 369,678 SEARCHES ON OUR PUBLIC WEBSITE TO FIND INFORMATION ABOUT MORE THAN 22,000 SERVICES LOCATED THROUGHOUT WISCONSIN.

    Expenses $1,422,093 · Grants $522,519 · Revenue $482,585

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Michael Kessenich

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Ruhamah Bauman

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Nadine Allen

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Martha Garza

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jeff Sargent

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Susan Roknic

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Fredi-Ellen Bove

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Carla Lundeen

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Ed Wall

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Milena Bernardinello

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • David Timmerman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Majel Hein

    DIRECTOR (THRU JAN)

    Total calculated
    $0
    Hours/week
    1

  • Liza Drake

    DIRECTOR (THRU SEPT)

    Total calculated
    $0
    Hours/week
    1

  • Charlene Mouille

    PRESIDENT & CEO

    Total calculated
    $176,152
    From this org
    $0
    From related orgs
    $163,104
    Other
    $13,048
    Hours/week
    25 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $163,104 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $13,048 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $176,152 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

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.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2024
Filed
23 October 2025
IRS schema version
2024v5.2
Source object
202502979349300240

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