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Nonprofiteer
← UNITED WAY OF WISCONSIN INC

Form 990 for tax year 2024

Filed by UNITED WAY OF WISCONSIN INC.

Totals

Total revenue
$3,280,179
Total expenses
$3,231,015
Contributions and grants received
$1,929,304
Grants paid
$1,196,564
Program service revenue
$1,332,108
Investment income
$14,107
Other revenue
$4,660
Total assets, end of year
$889,103
Total liabilities, end of year
$257,020
Net assets or fund balances, end of year
$632,083
Program services expenses (Part IX)
$3,006,643
Management and general expenses
$224,372
Fundraising expenses
$0
Program service expenses (Part III)
$3,006,643

Program services were 93.1% 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

    $18,019

  • 1e · Government grants (contributions)

    $1,902,331

  • 1f · All other contributions, gifts and grants

    $8,954

  • 2a · Program service revenue: MANAGEMENT FEES

    total $659,746 · related or exempt $659,746

  • 2b · Program service revenue: CONFERENCE REGISTRATION FEES

    total $464,919 · related or exempt $464,919

  • 2c · Program service revenue: MEMBERSHIP DUES

    total $189,015 · related or exempt $189,015

  • 2d · Program service revenue: REIMBURSEMENTS

    total $17,628 · related or exempt $17,628

  • 2e · Program service revenue: WORKSHOPS & TRAININGS

    total $800 · related or exempt $800

  • 3 · Investment income

    total $14,107 · excluded $14,107

  • 11d · All other revenue

    total $4,660 · excluded $4,660

  • 11e · Other revenue, total

    $4,660

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $187,319 · program services $187,319

  • 2 · Grants to domestic individuals

    total $1,009,245 · program services $1,009,245

  • 5 · Compensation of officers, directors and key employees

    total $176,152 · program services $153,941 · management and general $22,211

  • 7 · Other salaries and wages

    total $846,198 · program services $739,499 · management and general $106,699

  • 8 · Pension plan contributions

    total $66,426 · program services $58,050 · management and general $8,376

  • 9 · Other employee benefits

    total $148,311 · program services $129,610 · management and general $18,701

  • 10 · Payroll taxes

    total $89,990 · program services $78,643 · management and general $11,347

  • 11c · Fees: accounting

    total $18,500 · management and general $18,500

  • 11g · Fees: other

    total $36,950 · program services $33,306 · management and general $3,644

  • 12 · Advertising and promotion

    total $18,062 · program services $16,314 · management and general $1,748

  • 13 · Office expenses

    total $18,670 · program services $8,919 · management and general $9,751

  • 14 · Information technology

    total $352,137 · program services $352,137

  • 16 · Occupancy

    total $23,178 · program services $20,423 · management and general $2,755

  • 17 · Travel

    total $11,655 · program services $11,655

  • 19 · Conferences, conventions and meetings

    total $183,887 · program services $183,309 · management and general $578

  • 23 · Insurance

    total $3,765 · management and general $3,765

  • 24a · Other expenses: MEMBERSHIPS/SUBSCRIPTIO

    total $33,305 · program services $18,444 · management and general $14,861

  • 24e · All other expenses

    total $7,265 · program services $5,829 · management and general $1,436

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $59,508 · end of year $68,036

  • 2 · Savings and temporary cash investments

    beginning of year $465,397 · end of year $338,943

  • 3 · Pledges and grants receivable

    beginning of year $194,845 · end of year $328,940

  • 4 · Accounts receivable

    beginning of year $13,133 · end of year $8,147

  • 9 · Prepaid expenses and deferred charges

    beginning of year $9,247 · end of year $22,139

  • 15 · Other assets

    beginning of year $134,300 · end of year $122,898

  • 17 · Accounts payable and accrued expenses

    beginning of year $179,126 · end of year $153,030

  • 19 · Deferred revenue

    beginning of year $32,215 · end of year $44,575

  • 21 · Escrow or custodial account liability

    beginning of year $59,415 · end of year $59,415

  • 25 · Other liabilities

    beginning of year $22,755 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $582,919 · end of year $632,083

Mission and programs · 2024

Mission

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.

Activities or mission (Part I)

TO PROMOTE THE INTEREST OF THE UNITED WAY SYSTEM AND THE VOLUNTARY SECTOR ON A STATEWIDE BASIS IN ORDER TO MAXIMIZE THE CAPACITY OF LOCAL UNITED WAYS TO ADDRESS HUMAN NEEDS.

  • SPECIAL PROJECTSUNITED WAY OF WISCONSIN, INC. OBTAINS GOVERNMENT GRANTS AND PROGRAM SERVICE CONTRACTS WITH SPECIFIC PURPOSES. LARGE AND UNIQUE GRANTS WERE AWARDED RELATED TO COMMUNITY HEALTH WORKER TRAINING PROGRAM AND IMPROVING MENTAL HEALTH CARE WHICH WERE EXPENDED IN 2024 AND 2023 AND WILL CONTINUE THROUGH 2025.

    Expenses $1,836,782 · Grants $1,085,714 · Revenue $800

  • 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.

    Expenses $599,353 · Grants $105 · Revenue $677,374

  • GREAT RIVERS CONFERENCE PREMIERE REGIONAL CONFERENCE FOR LOCAL UNITED WAYS ACROSS THE MIDWEST REGION.

    Expenses $367,057 · Grants $110,130 · Revenue $464,919

  • 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.

    Expenses $203,451 · Grants $615 · Revenue $189,015

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

Listed in Part VII

  • Jeff Sargent

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Kristin Brandner

    VICE-PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Tari Jahns

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Alexa Haigh

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Amy Kohnle

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Ashley Bender

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Carolynn Friesch

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jody Bartnick

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Kate Baer

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Mary Kay Wolf

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Robyn Davis

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Amber Kilawee

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Ashley Winch

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Kevin Malnor

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Lisa Kogan-Praska

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jayne Thoma

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Fred Hebblewhite

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Ryan Ludy

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Steve McCarthy

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Kim Ulmer

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Sara Niemi

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Lisa Hurda

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Denise Peters-Kauihoi

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Matt Hunter

    DIRECTOR (THRU MARCH)

    Total calculated
    $0
    Hours/week
    1

  • Charlene Mouille

    PRESIDENT & CEO

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

    Schedule J breakdown matched by us

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

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

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.

  • 2-1-1 WISCONSIN INC

    501(C)(3) · TO SUPPORT REGIONAL & LOCAL INFORMATION & REFERRAL SERVICE PROVIDERS. · WI

Provenance

Return type
form_990
Tax year
2024
Filed
23 October 2025
IRS schema version
2024v5.2
Source object
202522979349301127

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