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Nonprofiteer
← UNITED WAY OF GENESEE COUNTY

Form 990 for tax year 2023

Filed by UNITED WAY OF GENESEE COUNTY.

Totals

Total revenue
$5,203,142
Total expenses
$6,229,782
Contributions and grants received
$4,802,528
Grants paid
$1,179,778
Program service revenue
$103,075
Investment income
$297,539
Other revenue
$0
Total assets, end of year
$9,767,670
Total liabilities, end of year
$1,022,825
Net assets or fund balances, end of year
$8,744,845
Program services expenses (Part IX)
$5,446,351
Management and general expenses
$319,079
Fundraising expenses
$464,352
Program service expenses (Part III)
$5,446,351

Program services were 87.4% 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.

  • 1e · Government grants (contributions)

    $645,942

  • 1f · All other contributions, gifts and grants

    $4,156,586

  • 1g · Noncash contributions included above

    $317,893

  • 2a · Program service revenue: SERVICE FEES

    total $99,249 · related or exempt $99,249

  • 2b · Program service revenue: OTHER PROGRAM REVENUE

    total $3,826 · related or exempt $3,826

  • 3 · Investment income

    total $308,244 · excluded $308,244

  • 7a · Gross sales of assets other than inventory

    securities $977,571

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

    securities $988,276

  • 7c · Gain or loss

    securities -$10,705

  • 7d · Net gain or loss

    total -$10,705 · excluded -$10,705

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,179,778 · program services $1,179,778

  • 5 · Compensation of officers, directors and key employees

    total $244,346 · program services $175,877 · management and general $26,808 · fundraising $41,661

  • 7 · Other salaries and wages

    total $1,081,642 · program services $801,906 · management and general $105,639 · fundraising $174,097

  • 8 · Pension plan contributions

    total $63,055 · program services $39,403 · management and general $10,272 · fundraising $13,380

  • 9 · Other employee benefits

    total $199,000 · program services $124,348 · management and general $32,420 · fundraising $42,232

  • 10 · Payroll taxes

    total $90,418 · program services $67,038 · management and general $8,594 · fundraising $14,786

  • 11c · Fees: accounting

    total $25,800 · management and general $25,800

  • 11f · Fees: investment management

    total $60,877 · management and general $60,877

  • 11g · Fees: other

    total $275,876 · program services $223,116 · management and general $9,650 · fundraising $43,110

  • 12 · Advertising and promotion

    total $58,990 · program services $6,126 · management and general $685 · fundraising $52,179

  • 13 · Office expenses

    total $52,869 · program services $37,210 · management and general $4,927 · fundraising $10,732

  • 14 · Information technology

    total $22,000 · program services $18,973 · management and general $771 · fundraising $2,256

  • 16 · Occupancy

    total $80,000 · program services $51,256 · management and general $9,032 · fundraising $19,712

  • 17 · Travel

    total $25,068 · program services $20,746 · management and general $768 · fundraising $3,554

  • 19 · Conferences, conventions and meetings

    total $21,911 · program services $13,573 · management and general $2,625 · fundraising $5,713

  • 21 · Payments to affiliates

    total $51,691 · program services $33,118 · management and general $5,837 · fundraising $12,736

  • 22 · Depreciation, depletion and amortization

    total $9,651 · program services $6,113 · management and general $1,111 · fundraising $2,427

  • 23 · Insurance

    total $27,140 · program services $17,389 · management and general $3,064 · fundraising $6,687

  • 24a · Other expenses: FISCAL SPONSORSHIPS

    total $1,086,828 · program services $1,086,828

  • 24b · Other expenses: COMMUNITY INITIATIVES

    total $969,307 · program services $969,307

  • 24c · Other expenses: PROGRAM EQUIP. & SUPPLIES

    total $380,305 · program services $359,371 · management and general $6,523 · fundraising $14,411

  • 24d · Other expenses: MISCELLANEOUS

    total $159,172 · program services $158,896 · management and general $20 · fundraising $256

  • 24e · All other expenses

    total $64,058 · program services $55,979 · management and general $3,656 · fundraising $4,423

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $410 · end of year $14,308

  • 2 · Savings and temporary cash investments

    beginning of year $1,487,952 · end of year $903,370

  • 3 · Pledges and grants receivable

    beginning of year $533,139 · end of year $491,428

  • 4 · Accounts receivable

    beginning of year $1,601

  • 9 · Prepaid expenses and deferred charges

    beginning of year $41,584 · end of year $48,532

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

    $217,725

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

    $216,194

  • 10c · Land, buildings and equipment, net

    beginning of year $11,182 · end of year $1,531

  • 11 · Investments: publicly traded securities

    beginning of year $6,631,459 · end of year $6,946,467

  • 12 · Investments: other securities

    beginning of year $541,915 · end of year $561,928

  • 15 · Other assets

    beginning of year $818,296 · end of year $800,106

  • 17 · Accounts payable and accrued expenses

    beginning of year $234,449 · end of year $306,852

  • 19 · Deferred revenue

    beginning of year $67,907 · end of year $12,375

  • 25 · Other liabilities

    beginning of year $868,319 · end of year $703,598

  • 27 · Net assets without donor restrictions

    beginning of year $6,064,042 · end of year $6,285,572

  • 28 · Net assets with donor restrictions

    beginning of year $2,832,821 · end of year $2,459,273

Mission and programs · 2023

Mission

BUILD FINANCIAL RESOURCES THAT ENABLE INVESTMENTS IN EDUCATION, FINANCIAL STABILITY, HEALTH AND BASIC NEEDS ADDRESSING GENESEE COUNTY AND SURROUNDING AREAS MOST PRESSING CHALLENGES WHILE BUILDING COMMUNITY-WIDE VITALITY.

Activities or mission (Part I)

WE MOBILIZE THE COMMUNITY AND ITS RESOURCES, FORGE PARTNERSHIPS AND COLLABORATIONS WITH INDIVIDUALS, NON-PROFIT AGENCIES, GOVERNMENT, CORPORATIONS, ORGANIZED LABOR AND FOUNDATIONS, TO HELP CREATE SOLUTIONS. WE HAVE BROADENED OUR ROLE IN THE COMMUNITY BEYOND BEING JUST A FUNDRAISER AND GRANTOR. WE HAVE EITHER STARTED OR ARE A MEMBER OF MANY COLLABORATIONS OR PARTNERSHIPS THAT ARE WORKING TO FIND EFFICIENT SOLUTIONS FOR THE GAPS IN THE "SAFETY NET" OF SERVICES FOR CHILDREN, FAMILIES AND OLDER ADULTS IN OUR COMMUNITY.

  • UNITED WAY OF GENESEE COUNTY'S SPECIAL INITIATIVES, IN COLLABORATION WITH COMMUNITY PARTNERS, FOCUS ON THE BUILDING BLOCKS FOR A QUALITY LIFE - BASIC NEEDS/STRENGTHENING FAMILIES, OLDER ADULTS AND CHILD/YOUTH DEVELOPMENT. DONATED SERVICES RELATED TO THIS PROGRAM WERE 184,928 FOR THE YEAR ENDED JUNE 30, 2024.

    Expenses $4,231,831 · Revenue $103,075

  • UNITED WAY OF GENESEE COUNTY PROVIDES GRANTS AND PAYS DESIGNATIONS TO NUMEROUS NONPROFIT AGENCIES THAT PROVIDE DIRECT SERVICES TO THE COMMUNITIES OF GENESEE COUNTY, MICHIGAN.

    Expenses $1,179,778 · Grants $1,179,778

  • UNITED WAY OF GENESEE COUNTY RESPONDS TO THE FLINT WATER CRISIS BY PROVIDING FUNDING AND CARE TO THOSE AFFECTED BY THE FLINT WATER CRISIS. UNITED WAY DOES NOT TAKE ADMINISTRATIVE FEES FROM THE FUNDS RECEIVED FOR THE FLINT WATER CRISIS.

    Expenses $34,742

As filed on the 2023 return.

Listed in Part VII

  • JAMES GASKIN

    CEO

    Total calculated
    $216,026
    From this org
    $181,180
    From related orgs
    $0
    Other
    $34,846
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $177,110
    Bonus
    $3,794
    Other
    $276
    Deferred
    $6,332
    Nontaxable benefits
    $28,514
    Filer's total
    $216,026

  • GREG VIENER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • CHRISTOPHER WISE

    CHAIR

    Total calculated
    $0
    Hours/week
    2

  • GREG WALLER

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • MARCY GARCIA

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • JANE WORTHING

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    2

  • JEFF APSEY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • LARRY ROEHRIG

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • LAURIE PROCHAZKA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MARK LANDAAL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • PHIL SHALTZ

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • RANDY WISE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • SAM MUMA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • STEVE DAWES

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • SUSAN APPLEGATE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • TONY BURKS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • CHAD PUNG

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • TRACY CARLTON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JANIE-LEE VENABLE

    VP OF OPERAT

    Total calculated
    $136,542
    From this org
    $107,022
    From related orgs
    $0
    Other
    $29,520
    Hours/week
    40

  • LINDA GIBSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • TERRY KATZUR

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • SUNNI SAMUELS-LARRY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

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

  • SEE ATTACHED

    $912,435

    SEE ATTACHED

Provenance

Return type
form_990
Tax year
2023
Filed
7 November 2024
IRS schema version
2023v5.0
Source object
202423189349308097

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