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Nonprofiteer
← HEART OF WEST MICHIGAN UNITED WAY

Form 990 for tax year 2022

Filed by HEART OF WEST MICHIGAN UNITED WAY.

Totals

Total revenue
$20,712,477
Total expenses
$18,962,532
Contributions and grants received
$17,871,532
Grants paid
$11,286,315
Program service revenue
$1,727,787
Investment income
$725,263
Other revenue
$387,895
Total assets, end of year
$30,271,756
Total liabilities, end of year
$2,068,690
Net assets or fund balances, end of year
$28,203,066
Program services expenses (Part IX)
$16,708,893
Management and general expenses
$929,355
Fundraising expenses
$1,324,284
Program service expenses (Part III)
$16,708,893

Program services were 88.1% 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.

  • 1c · Fundraising events

    $27,134

  • 1e · Government grants (contributions)

    $8,723,964

  • 1f · All other contributions, gifts and grants

    $9,120,434

  • 1g · Noncash contributions included above

    $135,707

  • 2a · Program service revenue: 2-1-1 CONTRACT SERVICES

    total $1,514,659 · related or exempt $1,514,659

  • 2b · Program service revenue: SHARED SERVICE REVENUE

    total $129,530 · related or exempt $129,530

  • 2c · Program service revenue: DESIGNATION ADMIN FEE

    total $83,598 · related or exempt $83,598

  • 3 · Investment income

    total $454,187 · excluded $454,187

  • 7a · Gross sales of assets other than inventory

    securities $8,777,411 · other assets $19,000

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

    securities $8,523,969 · other assets $1,366

  • 7c · Gain or loss

    securities $253,442 · other assets $17,634

  • 7d · Net gain or loss

    total $271,076 · excluded $271,076

  • 8a · Fundraising events: gross income

    $10,606

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

    $27,134

  • 8b · Fundraising events: direct expenses

    $9,351

  • 8c · Net income from fundraising events

    total $1,255 · excluded $1,255

  • 11a · Other revenue: CONTRIBUTION SUPPORT

    total $90,292 · related or exempt $90,292

  • 11b · Other revenue: FACILITIES MANAGEMENT FEES

    total $10,512 · unrelated business $10,512

  • 11d · All other revenue

    total $285,836 · related or exempt $242,928 · unrelated business $42,908

  • 11e · Other revenue, total

    $386,640

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $6,247,133 · program services $6,247,133

  • 2 · Grants to domestic individuals

    total $5,039,182 · program services $5,039,182

  • 5 · Compensation of officers, directors and key employees

    total $467,505 · program services $87,228 · management and general $317,971 · fundraising $62,306

  • 7 · Other salaries and wages

    total $3,037,602 · program services $2,025,269 · management and general $271,605 · fundraising $740,728

  • 8 · Pension plan contributions

    total $137,027 · program services $93,534 · management and general $9,568 · fundraising $33,925

  • 9 · Other employee benefits

    total $518,146 · program services $343,415 · management and general $73,126 · fundraising $101,605

  • 10 · Payroll taxes

    total $259,063 · program services $161,824 · management and general $36,418 · fundraising $60,821

  • 11b · Fees: legal

    total $4,841 · program services $3,113 · management and general $1,728

  • 11c · Fees: accounting

    total $113,600 · program services $62,100 · management and general $51,500

  • 11f · Fees: investment management

    total $36,318 · management and general $36,318

  • 11g · Fees: other

    total $1,969,818 · program services $1,783,752 · management and general $30,923 · fundraising $155,143

  • 12 · Advertising and promotion

    total $193,313 · program services $116,908 · management and general $10,181 · fundraising $66,224

  • 16 · Occupancy

    total $206,851 · program services $140,918 · management and general $35,529 · fundraising $30,404

  • 19 · Conferences, conventions and meetings

    total $106,567 · program services $79,655 · management and general $17,921 · fundraising $8,991

  • 21 · Payments to affiliates

    total $164,532 · program services $115,491 · management and general $18,872 · fundraising $30,169

  • 22 · Depreciation, depletion and amortization

    total $133,604 · program services $93,791 · management and general $14,963 · fundraising $24,850

  • 24a · Other expenses: SPECIAL EVENTS

    total $166,493 · program services $159,303 · management and general $587 · fundraising $6,603

  • 24b · Other expenses: EQUIPMENT

    total $45,675 · program services $42,856 · management and general $887 · fundraising $1,932

  • 24c · Other expenses: MISCELLANEOUS

    total $8,194 · program services $7,530 · management and general $211 · fundraising $453

  • 24d · Other expenses: MEMBERSHIP DUES

    total $2,499 · program services $1,322 · management and general $1,047 · fundraising $130

  • 24e · All other expenses

    total $104,569 · program services $104,569

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $2,846,835 · end of year $2,213,343

  • 3 · Pledges and grants receivable

    beginning of year $3,461,023 · end of year $4,013,029

  • 4 · Accounts receivable

    beginning of year $4,983,270 · end of year $437,458

  • 9 · Prepaid expenses and deferred charges

    beginning of year $133,124 · end of year $142,460

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

    $4,529,678

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

    $2,341,810

  • 10c · Land, buildings and equipment, net

    beginning of year $2,264,052 · end of year $2,187,868

  • 11 · Investments: publicly traded securities

    beginning of year $18,493,693 · end of year $19,518,868

  • 15 · Other assets

    beginning of year $1,747,270 · end of year $1,758,730

  • 17 · Accounts payable and accrued expenses

    beginning of year $529,045 · end of year $543,009

  • 18 · Grants payable

    beginning of year $1,441,040 · end of year $484,721

  • 25 · Other liabilities

    beginning of year $6,144,133 · end of year $1,040,960

  • 27 · Net assets without donor restrictions

    beginning of year $8,236,323 · end of year $8,557,112

  • 28 · Net assets with donor restrictions

    beginning of year $17,578,726 · end of year $19,645,954

Mission and programs · 2022

Mission

WE UNITE COMMUNITY RESOURCES TO INVEST IN SOLUTIONS THAT REDUCE POVERTY IN WEST MICHIGAN.

Activities or mission (Part I)

TO IMPACT LIVES IN WEST MICHIGAN BY ENERGIZING AND INSPIRING PEOPLE AND ORGANIZATIONS TO MAKE A DIFFERENCE THROUGH DONATIONS AND VOLUNTEERISM. THE MOST SIGNIFICANT ACTIVITY IS RAISING FUNDS SO AGENCY PROVIDERS AND INTERNAL PROGRAMS CAN IMPROVE PEOPLE'S LIVES WITH A FOCUS ON FAMILY STABILITY, YOUTH EDUCATION AND FINANCIAL SECURITY. WE ALSO PROVIDE LEADERSHIP IN CRAFTING HUMAN CARE AGENDAS OR AS A MEMBER OF COLLABORATIVES FOCUSED ON SYSTEMIC CHANGE THAT ERADICATES INEQUITIES.

  • COMMUNITY INVESTMENT FUNDS OF $2,583,000 WENT TO NONPROFIT PROVIDERS THAT PROVIDE DIRECT SERVICE TO PEOPLE IN KENT COUNTY. DIRECT SERVICES WERE PROVIDED TO APPROXIMATELY 63,000 INDIVIDUALS AND 16,000 FAMILIES. DONORS MAY DESIGNATE GIFTS TO OTHER UNITED WAYS OR SPECIFIC CHARITABLE ORGANIZATIONS. ADDITIONALLY, IN SUPPORT OF EQUITY WORK, $290,000 WAS GRANTED TO BIPOC LED ORGANIZATIONS. DONOR DIRECTED DESIGNATIONS OF $1,623,000 WERE MADE TO OTHER UNITED WAYS, UNITED WAY PROGRAMS AND/OR OTHER CHARITABLE ORGANIZATIONS. AGENCY IMPACT UTILIZES A VOLUNTEER DRIVEN PROCESS TO REVIEW PROPOSALS FOR UNITED WAY FUNDING FROM LOCAL NON-PROFITS. THEY MAKE RECOMMENDATIONS TO UNITED WAY AND ITS BOARD OF DIRECTORS TO INVEST IN PROGRAMS THAT WILL ACHIEVE MEASURABLE IMPACT WITHIN THE COMMUNITY DRIVEN BY UNITED WAY'S FOCUS ON REDUCING POVERTY THROUGH INVESTMENTS IN FAMILY STABILITY, YOUTH EDUCATION AND FINANCIAL SECURITY. COMMUNITY IMPACT DECISIONS ARE BASED ON BEST-PRACTICE RESEARCH AND REPORTED ANNUALLY.

    Expenses $6,134,133 · Grants $4,215,350 · Revenue $456,056

  • INTERNAL COMMUNITY SERVICE PROGRAMS INCLUDE 2-1-1, KENT COUNTY TAX CREDIT COALITION (KCTCC), VOLUNTEER CENTER, LABOR PARTICIPATION PROGRAM, WOMEN UNITED AND YOUNG LEADERS. UNITED WAY 2-1-1 IS A FREE HEALTH AND HUMAN SERVICES "HOTLINE" THAT CONNECTS CALLERS TO MORE THAN 8,000 DISTINCT SERVICES IN 14 WESTERN AND NORTHERN MICHIGAN COUNTIES 24 HOURS A DAY, 7 DAYS A WEEK. IT IS STAFFED AND MANAGED BY EXTENSIVELY TRAINED AND CERTIFIED UNITED WAY STAFF MEMBERS. UNITED WAY'S 211 SERVICE SUPPORTED MICHIGAN RESIDENTS BY TAKING OVER 84,000 CALLS DURING THE YEAR. UNITED WAY KCTCC ENGAGES OVER 150 VOLUNTEERS TO HELP WORKING INDIVIDUALS AND FAMILIES GAIN ECONOMIC STABILITY WITH FREE INCOME TAX RETURN PREPARATION, ENSURING THAT THE EARNED INCOME TAX CREDIT IS RECEIVED BY THOSE WHO ARE ELIGIBLE.

    Expenses $2,277,806 · Grants $650 · Revenue $1,604,951

  • CORONAVIRUS EMERGENCY RENTAL ASSISTANCE PROGRAM. UNITED WAY IS THE RECIPIENT OF FEDERALLY GRANTED FUNDING TO ASSIST RENTERS WITH RENTAL AND UTILITY ASSISTANCE. DURING THE YEAR OVER 9,400 KENT COUNTY RESIDENTS WERE SERVED BY THE PROGRAM.

    Expenses $6,829,433 · Grants $6,259,890

  • THE KENT COUNTY ESSENTIAL NEEDS TASK FORCE AND GRAND RAPIDS AREA COALITION TO END HOMELESSNESS FOCUS ON SYSTEM CHANGE WITH AN EMPHASIS ON COLLECTIVE IMPACT AND THE INTERCONNECTEDNESS OF ALL SYSTEMS. THE COMMITTEES ARE A REFLECTION OF THOSE BASIC NEEDS THE COMMUNITY HAS DEEMED ESSENTIAL TO THE SUCCESS OF ALL RESIDENTS. IN ADDITION TO HOUSING/HOMELESSNESS, COMMITTEES INCLUDE ENERGY EFFICIENCY, FOOD AND NUTRITION, KENT COUNTY FOOD POLICY COUNCIL, ECONOMIC AND WORKFORCE DEVELOPMENT, TRANSPORTATION, AND DIGITAL INCLUSION.

    Expenses $857,901 · Grants $810,425

  • THE GREAT START COLLABORATIVE (GSC) OF KENT COUNTY SERVES AS THE LOCAL INFRASTRUCTURE FOR GOVERNANCE, PLANNING, INVESTMENT, ADVOCACY, AND INNOVATION FOR MICHIGAN'S GREAT START SYSTEM. OUR COLLABORATIVE IS PART OF A NETWORK OF 54 GREAT START COLLABORATIVES AND 60 GREAT START PARENT COALITIONS WORKING THROUGH THE MICHIGAN OFFICE OF GREAT START (OGS). CHARGED WITH ENSURING THAT ALL CHILDREN BIRTH TO AGE EIGHT, ESPECIALLY THOSE IN HIGHEST NEED, HAVE ACCESS TO HIGH-QUALITY EARLY LEARNING AND DEVELOPMENT PROGRAMS AND ENTER KINDERGARTEN PREPARED FOR SUCCESS.

    Expenses $609,620

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

Listed in Part VII

  • Gwen Sandefur

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    4

  • Kris Kurtz

    SECRETARY/TREASURER

    Total calculated
    $0
    Hours/week
    4

  • Ryan McLean

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    4

  • Brendan Hoffman

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Salvador Lopez

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Cheryl Wolfe

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Greg Hahn

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Tim Duflo

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Shauna Bagin

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Leadriane Roby

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Tim Williams

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Michael Bohnsak

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Jamykal Badger

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Tracey Fountain

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Teresa Hendricks

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Juan Salazar

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Jennifer Jordan

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Terry Lenhardt

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Douglas Young

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Mike Hollander

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Bill Pink

    FORMER BOARD CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Michelle Vandyke

    PRESIDENT/CEO

    Total calculated
    $289,977
    From this org
    $261,456
    From related orgs
    $0
    Other
    $28,521
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $233,077
    Bonus
    $28,379
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $28,521
    Filer's total
    $289,977

  • Gail Montgomery

    VICE PRESIDENT-FINANCE

    Total calculated
    $155,049
    From this org
    $128,733
    From related orgs
    $0
    Other
    $26,316
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $117,873
    Bonus
    $10,860
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $26,316
    Filer's total
    $155,049

  • Shannon Blackmon-Gardner

    VICE PRESIDENT-COMMUNITY IMPACT

    Total calculated
    $135,594
    From this org
    $114,270
    From related orgs
    $0
    Other
    $21,324
    Hours/week
    50

  • Rebecca Postma

    CHIEF ADMINISTRATIVE OFFICER

    Total calculated
    $146,798
    From this org
    $123,180
    From related orgs
    $0
    Other
    $23,618
    Hours/week
    50

  • Kevin Myers

    VICE PRESIDENT-DONOR STRATEGY

    Total calculated
    $125,027
    From this org
    $104,041
    From related orgs
    $0
    Other
    $20,986
    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. 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 · Compensation committee
  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 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

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

Provenance

Return type
form_990
Tax year
2022
Filed
25 October 2023
IRS schema version
2022v5.0
Source object
202323119349301807

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