UNITED WAY OF WISCONSIN INC

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1987

Legal Domicile

Principal Officer

CHARLENE MOUILLE

Phone

6082468272

Tax Period

2023-01-01 to 2023-12-31

UNITED WAY OF WISCONSIN INC, founded in 1987, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $2.7M in total revenue in fiscal year 2023. Revenue surged 88% from the prior year, signaling strong growth momentum.

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.

Program Service Accomplishments

Program 1

Expenses: $1,443,754 Revenue: $698

SPECIAL PROJECTSUNITED WAY OF WISCONSIN, INC. OBTAINS GOVERNMENT GRANTS AND PROGRAM SERVICE CONTRACTS WITH SPECIFIC PURPOSES. LATE IN 2022, LARGE AND UNIQUE GRANTS WERE AWARDED RELATED TO COMMUNITY HEALTH WORKER TRAINING PROGRAM AND IMPROVING MENTAL HEALTH CARE WHICH WERE EXPENDED STARTING IN 2022 AND WILL CONTINUE THROUGH 2025.

Program 2

Expenses: $546,962 Revenue: $736,292

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.

Program 3

Expenses: $249,345 Revenue: $202,833

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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $1,497,241

Program Service Revenue $1,219,748

Investment Income $7,360

Other Revenue $0

TOTAL REVENUE $2,724,349

Expense Breakdown

Grants Paid $739,055

Salaries & Benefits $1,256,642

Fundraising Expenses $0

Program Expenses $2,440,855

Other Expenses $673,624

TOTAL EXPENSES $2,669,321

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,724,349	$1,446,968	+0.9%
Expenses	$2,669,321	$1,338,972	+1.0%
Net Income	$55,028	$107,996	-0.5%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$170,209

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEFF SARGENT	PRESIDENT	1.00	Officer Director	$0	$0	$0
KRISTIN BRANDNER	VICE-PRESIDENT	1.00	Officer Director	$0	$0	$0
TARI JAHNS	TREASURER	1.00	Officer Director	$0	$0	$0
ALEXA HAIGH	SECRETARY	1.00	Officer Director	$0	$0	$0
AMY KOHNLE	DIRECTOR	1.00	Director	$0	$0	$0
ASHLEY BENDER	DIRECTOR	1.00	Director	$0	$0	$0
CAROLYNN FRIESCH	DIRECTOR	1.00	Director	$0	$0	$0
JODY BARTNICK	DIRECTOR	1.00	Director	$0	$0	$0
KATE BAER	DIRECTOR	1.00	Director	$0	$0	$0
MARY FANNING-PENNY	DIRECTOR	1.00	Director	$0	$0	$0
MARY KAY WOLF	DIRECTOR	1.00	Director	$0	$0	$0
ROBYN DAVIS	DIRECTOR	1.00	Director	$0	$0	$0
AMBER KILAWEE	DIRECTOR	1.00	Director	$0	$0	$0
MATT HUNTER	DIRECTOR	1.00	Director	$0	$0	$0
ASHLEY WINCH	DIRECTOR	1.00	Director	$0	$0	$0
KEVIN MALNOR	DIRECTOR	1.00	Director	$0	$0	$0
LISA KOGAN-PRASKA	DIRECTOR	1.00	Director	$0	$0	$0
JAYNE THOMA	DIRECTOR	1.00	Director	$0	$0	$0
FRED HEBBLEWHITE	DIRECTOR	1.00	Director	$0	$0	$0
RYAN LUDY	DIRECTOR	1.00	Director	$0	$0	$0
STEVE MCCARTHY	DIRECTOR	1.00	Director	$0	$0	$0
ANDY NEBORAK	DIRECTOR	1.00	Director	$0	$0	$0
FIL CARINI	DIRECTOR (THRU JUNE)	1.00	Director	$0	$0	$0
NANCY SATTLER	DIRECTOR (THRU JULY)	1.00	Director	$0	$0	$0
PETER GIANOPOULOS	DIRECTOR (THRU SEPT)	1.00	Director	$0	$0	$0
CHARLENE MOUILLE	PRESIDENT AND CEO	30.00	Officer	$158,960	$11,249	$170,209

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$2,724,349	$2,669,321	$876,430	$55,028
2022	$1,446,968	$1,338,972	$750,368	$107,996
2021	$854,501	$885,688	$572,046	$-31,187
2020	$831,721	$723,429	$504,928	$108,292
2019	$600,476	$589,398	$476,168	$11,078
2018	$598,769	$498,886	$450,516	$99,883