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Nonprofiteer
← UNITED WAY OF THE LAKESHORE INC

Form 990 for tax year 2022

Filed by UNITED WAY OF THE LAKESHORE INC.

Totals

Total revenue
$3,452,874
Total expenses
$3,550,532
Contributions and grants received
$3,286,273
Grants paid
$2,227,417
Program service revenue
$0
Investment income
$33,180
Other revenue
$133,421
Total assets, end of year
$3,704,368
Total liabilities, end of year
$265,027
Net assets or fund balances, end of year
$3,439,341
Program services expenses (Part IX)
$2,829,404
Management and general expenses
$317,422
Fundraising expenses
$403,706
Program service expenses (Part III)
$2,829,404

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

    $162,483

  • 1c · Fundraising events

    $11,340

  • 1f · All other contributions, gifts and grants

    $3,112,450

  • 3 · Investment income

    total $29,194 · excluded $29,194

  • 6a · Gross rents

    real property $79,541

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $79,541

  • 6d · Net rental income or loss

    total $79,541 · excluded $79,541

  • 7a · Gross sales of assets other than inventory

    securities $13,746

  • 7b · Less cost or other basis and sales expenses

    securities $9,760

  • 7c · Gain or loss

    securities $3,986

  • 7d · Net gain or loss

    total $3,986 · excluded $3,986

  • 8a · Fundraising events: gross income

    $100,493

  • 8a · Fundraising events: contributions included on line 1c

    $11,340

  • 8b · Fundraising events: direct expenses

    $48,773

  • 8c · Net income from fundraising events

    total $51,720 · excluded $51,720

  • 11a · Other revenue: MISCELLANEOUS

    total $2,160 · related or exempt $2,160

  • 11e · Other revenue, total

    $2,160

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $2,227,417 · program services $2,227,417

  • 5 · Compensation of officers, directors and key employees

    total $123,847 · program services $61,948 · management and general $32,832 · fundraising $29,067

  • 7 · Other salaries and wages

    total $504,395 · program services $268,547 · management and general $25,015 · fundraising $210,833

  • 8 · Pension plan contributions

    total $23,146 · program services $8,416 · management and general $9,807 · fundraising $4,923

  • 9 · Other employee benefits

    total $76,982 · program services $30,968 · management and general $28,751 · fundraising $17,263

  • 10 · Payroll taxes

    total $48,099 · program services $24,444 · management and general $4,669 · fundraising $18,986

  • 11c · Fees: accounting

    total $14,300 · management and general $14,300

  • 11f · Fees: investment management

    total $11,268 · management and general $11,268

  • 11g · Fees: other

    total $100,487 · program services $6,733 · management and general $92,329 · fundraising $1,425

  • 12 · Advertising and promotion

    total $32,888 · program services $508 · management and general $10,000 · fundraising $22,380

  • 13 · Office expenses

    total $45,004 · program services $11,530 · management and general $25,524 · fundraising $7,950

  • 14 · Information technology

    total $39,838 · program services $10,128 · management and general $22,558 · fundraising $7,152

  • 16 · Occupancy

    total $12,000 · program services $3,960 · management and general $4,800 · fundraising $3,240

  • 17 · Travel

    total $8,364 · program services $4,729 · management and general $115 · fundraising $3,520

  • 19 · Conferences, conventions and meetings

    total $42,116 · program services $37,535 · management and general $4,581

  • 21 · Payments to affiliates

    total $36,259 · program services $14,866 · management and general $14,141 · fundraising $7,252

  • 22 · Depreciation, depletion and amortization

    total $31,277 · program services $31,277

  • 23 · Insurance

    total $10,602 · program services $7,739 · management and general $1,350 · fundraising $1,513

  • 24a · Other expenses: BUILDING AND EQUIPMENT

    total $72,100 · program services $68,557 · management and general $1,719 · fundraising $1,824

  • 24b · Other expenses: FUNDRAISING EVENTS & ME

    total $45,451 · fundraising $45,451

  • 24c · Other expenses: CAMPAIGN SUPPLIES

    total $18,478 · fundraising $18,478

  • 24d · Other expenses: MEMBERSHIP DUES & SUBSC

    total $9,497 · program services $1,157 · management and general $8,330 · fundraising $10

  • 24e · All other expenses

    total $16,717 · program services $8,945 · management and general $5,333 · fundraising $2,439

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,264,732 · end of year $683,138

  • 2 · Savings and temporary cash investments

    beginning of year $116,684 · end of year $0

  • 3 · Pledges and grants receivable

    beginning of year $761,258 · end of year $965,314

  • 4 · Accounts receivable

    beginning of year $12,430 · end of year $9,907

  • 9 · Prepaid expenses and deferred charges

    beginning of year $7,622 · end of year $7,704

  • 10a · Land, buildings and equipment: cost or other basis

    $1,760,958

  • 10b · Land, buildings and equipment: accumulated depreciation

    $952,163

  • 10c · Land, buildings and equipment, net

    beginning of year $837,594 · end of year $808,795

  • 11 · Investments: publicly traded securities

    end of year $412,214

  • 15 · Other assets

    beginning of year $996,194 · end of year $817,296

  • 17 · Accounts payable and accrued expenses

    beginning of year $65,213 · end of year $39,288

  • 18 · Grants payable

    beginning of year $166,964 · end of year $225,739

  • 27 · Net assets without donor restrictions

    beginning of year $2,875,658 · end of year $2,340,334

  • 28 · Net assets with donor restrictions

    beginning of year $888,679 · end of year $1,099,007

Mission and programs · 2022

Mission

OUR MISSION IS TO INSPIRE CHANGE AND BUILD THRIVING COMMUNITIES. OUR VISION FOR MUSKEGON, OCEANA AND NEWAYGO COUNTIES IN THE NEXT TEN YEARS IS BOLD, THAT THE PEOPLE OF OUR REGION HAVE THE EDUCATIONAL AND ECONOMIC OPPORTUNITIES NEEDED TO SUCCEED AND THRIVE AS MEASURED BY 10,000 MORE WORKING FAMILIES MEETING THEIR BASIC NEEDS BY 2025.

Activities or mission (Part I)

UNITING TO INSPIRE CHANGE AND BUILD THRIVING COMMUNITIES.

  • AGENCY RELATIONS, CAPACITY BUILDING AND INVESTMENTS - CONVENING AND ENGAGING THE COMMUNITY TO ASSESS THE NEEDS, BUILDING CAPACITY TO DELIVER HUMAN CARE SOLUTIONS, PROGRAM EVALUATION AND INVESTING DONOR DOLLARS IN LOCAL HUMAN SERVICES THAT MAXIMIZE THEIR USE ON PRIORITY NEEDS. COMMUNITY IMPACT AND PLANNING - INCLUDES TIME SPENT IN MEETINGS TO DISCUSS COMMUNITY PROBLEMS, SOLUTIONS, FUNDING OPPORTUNITIES, COLLABORATION WITH OTHER AGENCIES AND ORGANIZATIONS, NEEDS ASSESSMENT, DATA COLLECTION, AND IN GENERAL, WORK THAT IS DONE TO ADVANCE THE GENERAL COMMON GOOD.

    Expenses $2,520,065 · Grants $2,227,417

  • PROMOTING VOLUNTEERISM - INCLUDES DAY OF CARING, VOLUNTEER SERVICE, RECRUITING COMMUNITY VOLUNTEERS FOR EVENTS, COMMITTEES, PLANNING AND INVESTMENT, LABOR RELATIONS, WOMEN'S LEADERSHIP NETWORK, YOUNG LEADERS, YOUTH AS LEADERS, MINORITY AFFAIRS, AND DIVERSITY INITIATIVE.

    Expenses $205,419

  • HUMAN SERVICE CENTER - OPERATION OF SHARED FACILITY THAT FOSTERS IMPROVED COLLABORATION AND EFFICIENCY.

    Expenses $103,920

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

Listed in Part VII

  • Brad Hilleary

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Brenda K Jacobs

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Chris Wren

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Dj Hilson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Erin Kuhn

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Gary Nelund

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jillian Meloche

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jim Steffel

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • John Schaub

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jonathan Wilson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Kathy Moore

    CHAIRPERSON

    Total calculated
    $0
    Hours/week
    1

  • Kay Williams

    DIRECTOR - PARTIAL YEAR

    Total calculated
    $0
    Hours/week
    1

  • Kim Suarez

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Lori Little

    DIRECTOR - PARTIAL YEAR

    Total calculated
    $0
    Hours/week
    1

  • Pat Shafer

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Poppy Hernandez

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Rich Houtteman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Ryan Bennett

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Shawn Buckner

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Stacy Mellema

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Steve Jackson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Tamica Sain

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Kris Collee

    DIRECTOR - PARTIAL YEAR

    Total calculated
    $0
    Hours/week
    1

  • Jocelyn Hines

    DIRECTOR - PARTIAL YEAR

    Total calculated
    $0
    Hours/week
    1

  • Shawntain Jenkins

    DIRECTOR - PARTIAL YEAR

    Total calculated
    $0
    Hours/week
    1

  • Jason Olthoff

    DIRECTOR - PARTIAL YEAR

    Total calculated
    $0
    Hours/week
    1

  • Jack Russell

    DIRECTOR - PARTIAL YEAR

    Total calculated
    $0
    Hours/week
    1

  • Paul Watson

    DIRECTOR - PARTIAL YEAR

    Total calculated
    $0
    Hours/week
    1

  • Matthew Werksma

    DIRECTOR - PARTIAL YEAR

    Total calculated
    $0
    Hours/week
    1

  • Walter Christophersen

    SECRETARY - PARTIAL YEAR

    Total calculated
    $0
    Hours/week
    1

  • Martha Gabrielse

    DIRECTOR - PARTIAL YEAR

    Total calculated
    $0
    Hours/week
    1

  • Erik Gentzkow

    DIRECTOR - PARTIAL YEAR

    Total calculated
    $0
    Hours/week
    1

  • Stacey Gomez

    DIRECTOR - PARTIAL YEAR

    Total calculated
    $0
    Hours/week
    1

  • Mike Reynolds

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Lisa Sabourin

    DIRECTOR - PARTIAL YEAR

    Total calculated
    $0
    Hours/week
    1

  • Tom Schultz

    DIRECTOR - PARTIAL YEAR

    Total calculated
    $0
    Hours/week
    1

  • John Severson

    PAST BOARD CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Christine Robere

    PRESIDENT

    Total calculated
    $123,845
    From this org
    $114,170
    From related orgs
    $0
    Other
    $9,675
    Hours/week
    50

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.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type
form_990
Tax year
2022
Filed
15 November 2023
IRS schema version
2022v5.0
Source object
202303199349303625

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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