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Nonprofiteer
← 2-1-1 WISCONSIN INC

Form 990 for tax year 2023

Filed by 2-1-1 WISCONSIN INC.

Totals

Total revenue
$1,695,816
Total expenses
$1,701,807
Contributions and grants received
$1,234,583
Grants paid
$539,190
Program service revenue
$461,233
Investment income
$0
Other revenue
$0
Total assets, end of year
$587,742
Total liabilities, end of year
$312,549
Net assets or fund balances, end of year
$275,193
Program services expenses (Part IX)
$1,562,344
Management and general expenses
$139,463
Fundraising expenses
$0
Program service expenses (Part III)
$1,562,344

Program services were 91.8% 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

    $61,801

  • 1e · Government grants (contributions)

    $985,419

  • 1f · All other contributions, gifts and grants

    $187,363

  • 2a · Program service revenue: FEES FOR SERVICES

    total $311,298 · related or exempt $311,298

  • 2b · Program service revenue: CALL CENTER FEES

    total $149,935 · related or exempt $149,935

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $539,190 · program services $539,190

  • 11a · Fees: management

    total $637,423 · program services $557,167 · management and general $80,256

  • 11c · Fees: accounting

    total $19,200 · management and general $19,200

  • 11g · Fees: other

    total $139,024 · program services $117,967 · management and general $21,057

  • 12 · Advertising and promotion

    total $43,014 · program services $43,014

  • 13 · Office expenses

    total $4,540 · program services $3,458 · management and general $1,082

  • 14 · Information technology

    total $50,352 · program services $42,725 · management and general $7,627

  • 16 · Occupancy

    total $11,516 · program services $9,586 · management and general $1,930

  • 17 · Travel

    total $1,637 · program services $1,453 · management and general $184

  • 19 · Conferences, conventions and meetings

    total $6,795 · program services $5,175 · management and general $1,620

  • 23 · Insurance

    total $984 · program services $749 · management and general $235

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

    total $245,976 · program services $241,860 · management and general $4,116

  • 24e · All other expenses

    total $2,156 · management and general $2,156

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $305,474 · end of year $302,884

  • 3 · Pledges and grants receivable

    beginning of year $345,315 · end of year $173,431

  • 4 · Accounts receivable

    beginning of year $64,303 · end of year $105,241

  • 9 · Prepaid expenses and deferred charges

    beginning of year $5,891 · end of year $6,186

  • 17 · Accounts payable and accrued expenses

    beginning of year $258,719 · end of year $177,613

  • 19 · Deferred revenue

    beginning of year $36,535 · end of year $23,391

  • 25 · Other liabilities

    beginning of year $144,545 · end of year $111,545

  • 27 · Net assets without donor restrictions

    beginning of year $281,184 · end of year $275,193

Mission and programs · 2023

Mission

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.

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, 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.

    Expenses $1,562,344 · Grants $539,190 · Revenue $461,233

As filed on the 2023 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/TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Martha Garza

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Majel Hein

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jeff Sargent

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Liza Drake

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Fredi-Ellen Bowe

    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

  • Charlene Mouille

    PRESIDENT & CEO

    Total calculated
    $170,209
    From this org
    $0
    From related orgs
    $158,960
    Other
    $11,249
    Hours/week
    50 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $158,960 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $11,249 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $170,209 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

  • 3 · Approval by the board or compensation committee

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
2023
Filed
4 November 2024
IRS schema version
2023v5.1
Source object
202443099349303254

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