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Nonprofiteer
← UNITED WAY OF WISCONSIN INC

Form 990 for tax year 2022

Filed by UNITED WAY OF WISCONSIN INC.

Totals

Total revenue
$1,446,968
Total expenses
$1,338,972
Contributions and grants received
$209,470
Grants paid
$5,303
Program service revenue
$1,236,786
Investment income
$420
Other revenue
$292
Total assets, end of year
$750,368
Total liabilities, end of year
$222,477
Net assets or fund balances, end of year
$527,891
Program services expenses (Part IX)
$1,067,466
Management and general expenses
$251,371
Fundraising expenses
$20,135
Program service expenses (Part III)
$1,067,466

Program services were 79.7% 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

    $35,000

  • 1e · Government grants (contributions)

    $97,168

  • 1f · All other contributions, gifts and grants

    $77,302

  • 2a · Program service revenue: MANAGEMENT FEE REVENUE

    total $805,654 · related or exempt $805,654

  • 2b · Program service revenue: CONFERENCE REGISTRATION FEES

    total $253,837 · related or exempt $253,837

  • 2c · Program service revenue: MEMBERSHIP DUES

    total $167,248 · related or exempt $167,248

  • 2d · Program service revenue: REIMBURSEMENTS

    total $10,047 · related or exempt $10,047

  • 3 · Investment income

    total $420 · excluded $420

  • 11d · All other revenue

    total $292 · excluded $292

  • 11e · Other revenue, total

    $292

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $5,303 · program services $5,303

  • 5 · Compensation of officers, directors and key employees

    total $162,462 · program services $125,540 · management and general $35,297 · fundraising $1,625

  • 7 · Other salaries and wages

    total $644,437 · program services $497,982 · management and general $140,011 · fundraising $6,444

  • 8 · Pension plan contributions

    total $48,249 · program services $37,283 · management and general $10,484 · fundraising $482

  • 9 · Other employee benefits

    total $90,298 · program services $69,777 · management and general $19,618 · fundraising $903

  • 10 · Payroll taxes

    total $71,313 · program services $55,106 · management and general $15,494 · fundraising $713

  • 11c · Fees: accounting

    total $9,955 · management and general $9,955

  • 11g · Fees: other

    total $78,113 · program services $78,113

  • 12 · Advertising and promotion

    total $4,379 · program services $4,379

  • 13 · Office expenses

    total $20,979 · program services $16,212 · management and general $4,557 · fundraising $210

  • 14 · Information technology

    total $19,801 · program services $14,866 · management and general $4,742 · fundraising $193

  • 16 · Occupancy

    total $22,540 · program services $17,417 · management and general $4,898 · fundraising $225

  • 17 · Travel

    total $11,037 · program services $11,037

  • 19 · Conferences, conventions and meetings

    total $116,466 · program services $115,977 · management and general $489

  • 23 · Insurance

    total $1,767 · program services $1,365 · management and general $384 · fundraising $18

  • 24a · Other expenses: MEMBERSHIPS

    total $29,542 · program services $15,439 · management and general $4,781 · fundraising $9,322

  • 24e · All other expenses

    total $2,331 · program services $1,670 · management and general $661

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $11,151 · end of year $4,059

  • 2 · Savings and temporary cash investments

    beginning of year $352,705 · end of year $462,632

  • 4 · Accounts receivable

    beginning of year $11,956 · end of year $74,121

  • 9 · Prepaid expenses and deferred charges

    beginning of year $10,809 · end of year $20,478

  • 15 · Other assets

    beginning of year $185,425 · end of year $189,078

  • 17 · Accounts payable and accrued expenses

    beginning of year $59,868 · end of year $98,410

  • 19 · Deferred revenue

    beginning of year $92,283 · end of year $79,534

  • 25 · Other liabilities

    beginning of year $0 · end of year $44,533

  • 27 · Net assets without donor restrictions

    beginning of year $419,895 · end of year $527,891

Mission and programs · 2022

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 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.

  • MANAGEMENT SERVICES: MANAGES 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 $781,810 · Revenue $815,701

  • GREAT RIVERS CONFERENCE: PREMIER REGIONAL CONFERENCE FOR LOCAL UNITED WAYS ACROSS THE REGION.

    Expenses $279,546 · Grants $5,303 · Revenue $421,085

  • EMERGENCY FOOD AND SHELTER: EMERGENCY FOOD AND SHELTER PROGRAM DISTRIBUTES STATE SET ASIDE FUNDS TO JURISDICTIONS NOT RECEIVING DIRECT AWARDS.

    Expenses $6,110

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Mary Kay Wolf

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Jeff Sargent

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Fil Carini

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Kristin Brandner

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Robyn Davis

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Mary Fanning-Penny

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jennifer Thatcher

    DIRECTOR (THRU JUNE)

    Total calculated
    $0
    Hours/week
    1

  • Andy Neborak

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Sue Wilcox

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Alexa Haigh

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Kate Baer

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jody Bartnick

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Peter Gianopoulos

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Ashley Bender

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Tari Jahns

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Amy Kohnle

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Nancy Sattler

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Carolynn Friesch

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Charlene Mouille

    EXECUTIVE DIRECTOR

    Total calculated
    $162,461
    From this org
    $134,807
    From related orgs
    $0
    Other
    $27,654
    Hours/week
    50 + 20 related

    Schedule J breakdown matched by us

    Base
    $134,807
    Bonus
    $0
    Other
    $0
    Deferred
    $9,691
    Nontaxable benefits
    $17,963
    Filer's total
    $162,461

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 · Form 990 of other organizations
  • 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

No itemized grants to organizations 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
2022
Filed
13 September 2023
IRS schema version
2022v5.0
Source object
202302579349301740

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