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Nonprofiteer
← UNITED WAY OF SOUTH CENTRAL MI

Form 990 for tax year 2023

Filed by UNITED WAY OF SOUTH CENTRAL MI.

Totals

Total revenue
$24,264,887
Total expenses
$25,357,359
Contributions and grants received
$23,300,509
Grants paid
$16,929,824
Program service revenue
$0
Investment income
$465,036
Other revenue
$499,342
Total assets, end of year
$31,866,881
Total liabilities, end of year
$4,639,629
Net assets or fund balances, end of year
$27,227,252
Program services expenses (Part IX)
$22,946,435
Management and general expenses
$1,414,695
Fundraising expenses
$996,229
Program service expenses (Part III)
$22,946,435

Program services were 90.5% 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)

    $13,217,735

  • 1f · All other contributions, gifts and grants

    $10,082,774

  • 1g · Noncash contributions included above

    $106,887

  • 3 · Investment income

    total $466,518 · excluded $466,518

  • 6a · Gross rents

    real property $199,648

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $199,648

  • 6d · Net rental income or loss

    total $199,648 · excluded $199,648

  • 7a · Gross sales of assets other than inventory

    securities $82,896

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

    securities $84,378

  • 7c · Gain or loss

    securities -$1,482

  • 7d · Net gain or loss

    total -$1,482 · excluded -$1,482

  • 11a · Other revenue: MISCELLANEOUS

    total $262,928 · excluded $262,928

  • 11b · Other revenue: PROFESSIONAL SERVICES REVENUE

    total $36,766 · excluded $36,766

  • 11e · Other revenue, total

    $299,694

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $16,929,824 · program services $16,929,824

  • 5 · Compensation of officers, directors and key employees

    total $354,073 · program services $265,181 · management and general $37,537 · fundraising $51,355

  • 7 · Other salaries and wages

    total $3,145,933 · program services $2,353,542 · management and general $333,263 · fundraising $459,128

  • 8 · Pension plan contributions

    total $258,875 · program services $194,978 · management and general $27,551 · fundraising $36,346

  • 9 · Other employee benefits

    total $419,767 · program services $316,157 · management and general $44,675 · fundraising $58,935

  • 10 · Payroll taxes

    total $249,786 · program services $188,595 · management and general $23,906 · fundraising $37,285

  • 11b · Fees: legal

    total $19,446 · program services $5,498 · management and general $13,336 · fundraising $612

  • 11c · Fees: accounting

    total $169,599 · program services $52,152 · management and general $109,204 · fundraising $8,243

  • 11f · Fees: investment management

    total $58,847 · management and general $58,847

  • 11g · Fees: other

    total $1,626,624 · program services $1,396,711 · management and general $135,548 · fundraising $94,365

  • 12 · Advertising and promotion

    total $102,978 · program services $36,638 · management and general $4,582 · fundraising $61,758

  • 13 · Office expenses

    total $80,141 · program services $52,009 · management and general $23,201 · fundraising $4,931

  • 14 · Information technology

    total $607,965 · program services $207,880 · management and general $367,224 · fundraising $32,861

  • 16 · Occupancy

    total $273,650 · program services $198,220 · management and general $40,511 · fundraising $34,919

  • 17 · Travel

    total $58,663 · program services $40,279 · management and general $7,976 · fundraising $10,408

  • 19 · Conferences, conventions and meetings

    total $32,236 · program services $26,663 · management and general $5,573

  • 21 · Payments to affiliates

    total $156,443 · program services $117,186 · management and general $15,821 · fundraising $23,436

  • 22 · Depreciation, depletion and amortization

    total $155,648 · program services $134,632 · management and general $8,405 · fundraising $12,611

  • 23 · Insurance

    total $45,733 · program services $34,300 · management and general $4,573 · fundraising $6,860

  • 24a · Other expenses: BAD DEBT

    total $187,227 · program services $187,227

  • 24b · Other expenses: RENTAL AND MAINTENANCE

    total $159,669 · program services $67,983 · management and general $77,927 · fundraising $13,759

  • 24c · Other expenses: SUPPLIES

    total $102,470 · program services $71,414 · management and general $27,043 · fundraising $4,013

  • 24d · Other expenses: MISCELLANEOUS

    total $80,497 · program services $36,039 · management and general $39,459 · fundraising $4,999

  • 24e · All other expenses

    total $81,265 · program services $33,327 · management and general $8,533 · fundraising $39,405

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,125,732 · end of year $1,422,778

  • 2 · Savings and temporary cash investments

    beginning of year $8,009,132 · end of year $5,230,792

  • 3 · Pledges and grants receivable

    beginning of year $5,336,686 · end of year $6,443,636

  • 7 · Other notes and loans receivable

    beginning of year $994,606 · end of year $235,213

  • 9 · Prepaid expenses and deferred charges

    beginning of year $37,451 · end of year $45,384

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

    $6,275,040

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

    $4,244,458

  • 10c · Land, buildings and equipment, net

    beginning of year $2,156,230 · end of year $2,030,582

  • 11 · Investments: publicly traded securities

    beginning of year $10,031,483 · end of year $11,781,121

  • 12 · Investments: other securities

    beginning of year $3,951,306 · end of year $4,397,435

  • 15 · Other assets

    beginning of year $444,081 · end of year $279,940

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,059,748 · end of year $1,519,272

  • 18 · Grants payable

    beginning of year $2,359,323 · end of year $2,197,702

  • 19 · Deferred revenue

    beginning of year $1,098,339 · end of year $610,331

  • 25 · Other liabilities

    beginning of year $491,615 · end of year $312,324

  • 27 · Net assets without donor restrictions

    beginning of year $11,973,011 · end of year $14,467,341

  • 28 · Net assets with donor restrictions

    beginning of year $15,104,671 · end of year $12,759,911

Mission and programs · 2023

Mission

WE BRING TOGETHER THE PEOPLE, IDEAS AND RESOURCES TO LEAD WITH OUR COMMUNITIES AND CREATE A FLOURISHING, EQUITABLE LIFE FOR EVERYONE.

Activities or mission (Part I)

UNITED WAY OF SOUTH CENTRAL MICHIGAN STRIVES FOR CARING, CONNECTED, EQUITABLE COMMUNITIES.

  • PROGRAM INVESTMENTS: UNITED WAY SCMI (UWSCMI) AND ITS DEDICATED STAFF ADVANCE THE COMMON GOOD BY OPTIMIZING OPPORTUNITIES FOR SYSTEMS CHANGE AND IMPROVEMENT THAT ADDRESS DISPARITIES. AREAS OF FOCUS FOR INVESTMENT INCLUDE, BUT AREN'T LIMITED TO, FINANCIAL STABILITY, EDUCATION, HEALTH, AND BASIC NEEDS. COMMUNITY INVESTMENTS IN LAST FISCAL YEAR: BATTLE CREEK/KALAMAZOO -- $3,881,878 INVESTED IN 93 PROGRAMS THROUGH 64 AGENCY PARTNERS. CAPITAL AREA -- $354,000 INVESTED IN 15 PROGRAMS THROUGH 12 AGENCY PARTNERS AND 4 COLLABORATIVES. JACKSON COUNTY -- $308,448 INVESTED IN 24 PROGRAMS AT 21 AGENCIES

    Expenses $4,181,860 · Grants $4,181,860

  • COMMUNITY IMPACT & INITIATIVES: UWSCMI DRIVES SYSTEMS CHANGE AND IMPROVEMENT THROUGH DIVERSE COMMUNITY PARTNERSHIPS, ASSESSMENT, ADVOCACY, VOLUNTEERISM, AND COLLABORATION TO UNDERSTAND AND ADDRESS COMMUNITY NEEDS COLLECTIVELY AND STRATEGICALLY VIA PROGRAM PARTNERSHIPS, UWSCMI-DRIVEN INITIATIVES AND MEASURABLE OUTCOMES.EXAMPLES OF IMPACT & INITIATIVES IN LAST FISCAL YEAR:PROGRAM ASSISTANCE CENTER -- A MICHIGAN ENERGY ASSISTANCE PROGRAM PROVIDING HOUSEHOLDS WITH DIRECT ENERGY ASSISTANCE TO PAY HEAT AND ELECTRIC BILLS. PARTICIPANTS COMPLETE A NEEDS ASSESSMENT SO THEY ARE CONNECTED WITH NON-ENERGY ASSISTANCE SERVICES THEY NEED. 5,732 HOUSEHOLDS RECEIVED ENERGY SECURITY/SELF-SUFFICIENCY PROGRAMMING OR REFERRALS. 4,970 HOUSEHOLDS WERE SERVED USING STATE FUNDING AND FUNDING FROM CONSUMERS ENERGY.VOLUNTEER INCOME TAX ASSISTANCE (VITA) -- AN IRS PROGRAM ADMINISTERED BY PARTNER ORGANIZATIONS PROVIDING FREE, HIGH-QUALITY TAX PREPARATION SERVICES FOR LOW- TO MODERATE-INCOME HOUSEHOLDS MAKING $67,000 OR LESS. UWSCMI'S VITA PROGRAM EXPANDED TO SERVE KALAMAZOO AND PARTNERED WITH AGENCIES LEADING VITA PROGRAMS IN CALHOUN AND JACKSON COUNTIES. HOUSEHOLDS SERVED: 5,207. $7,244,475 IN FEDERAL AND STATE TAX REFUNDS BROUGHT BACK INTO THE COMMUNITY.KALAMAZOO COUNTY CONTINUUM OF CARE -- INCREASED COORDINATION AND FIND SOLUTIONS TO THE GAPS, INEQUITIES, AND CHALLENGES TO REDUCING HOMELESSNESS. IN 2023, THE COC ADMINISTERED $1,718,144 IN FEDERAL FUNDING AND $485,820 IN STATE FUNDING TO PREVENT AND ADDRESS HOMELESSNESS; PROVIDED $53,500 DOLLARS IN MINI-GRANTS TO LOCAL NON-PROFITS SERVING THE UNHOUSED; AND REDESIGNED THE RENTABLE PROGRAM TO BETTER SUPPORT ALICE HOUSEHOLDS IN SECURING OR RETAINING THEIR HOUSING.JOBSTAR -- A RESOURCE FOR EMPLOYERS TO HELP THEIR EMPLOYEES OVERCOME OBSTACLES THAT MAY IMPEDE THEIR ABILITY TO WORK. 2023 HIGHLIGHT: UWSCMI ONBOARDED A NEW COMPANY INTO JOBSTAR, THE RESULT OF A FOCUS ON RECRUITMENT. REFERRALS PROVIDED: 803 REFERRALS ACROSS MORE THAN 12 BUSINESSES.CAPITAL AREA COLLEGE ACCESS NETWORK (CAPCAN) -- A COMMUNITY COLLABORATIVE FOCUSED ON INCREASING POST-SECONDARY ATTAINMENT AS AN ACHIEVABLE REALITY FOR ALL RESIDENTS BY FOSTERING HIGH EDUCATIONAL ASPIRATIONS THROUGH THE ALIGNMENT OF OUR INSTITUTIONS AND RESOURCES. 2023 HIGHLIGHT: CAPCAN STAFF LAUNCHED THE COLLEGE AMBASSADOR PROGRAM IN WHICH THEY TRAINED 13 RISING SENIORS IN THE SUMMER OF 2022 TO ENGAGE WITH THEIR PEERS AT SCHOOL REGARDING THE COLLEGE PROCESS AND HELP BUILD A COLLEGE GOING CULTURE. STUDENTS SERVED: 2,700.

    Expenses $6,016,611

  • DONOR DESIGNATIONS: UWSCMI ALLOWS DONORS TO DESIGNATE GIFTS TO OTHER UNITED WAYS OR OTHER QUALIFYING AGENCIES, FURTHER EXPANDING COMMUNITY IMPACT.

    Expenses $3,044,488 · Grants $3,044,488

  • UWSCMI ALSO CREATES 'VALUE-ADD' WITHIN THE REGIONAL COMMUNITY THROUGH ITS UNIQUE POSITION TO CONVENE, CONNECT AND ENGAGE COMMUNITY ORGANIZATIONS, INSTITUTIONS AND PEOPLE TO CREATE COLLABORATIVE OPPORTUNITIES TO ADDRESS NEEDS, LEVERAGE FUNDING FROM SOURCES OTHER THAN ANNUAL CAMPAIGN, AND LEAD COLLECTIVE/SHARED EFFORTS AROUND EDUCATION, ADVOCACY AND IMPACT.EXAMPLES IN THE PAST FISCAL YEAR INCLUDE:MERGER IN 2022 -- UNITED WAYS IN BATTLE CREEK/KALAMAZOO, CAPITAL AREA (LANSING AND SURROUNDING COUNTIES) AND JACKSON COUNTY MERGED TO CREATE UNITED WAY OF SOUTH CENTRAL MICHIGAN. THE MERGER TAPS NEW SOURCES OF FUNDING, CREATES NEW PARTNERSHIPS, ADVOCATES FOR RACIAL AND ECONOMIC EQUITY MORE EFFECTIVELY, AND TAKES A BIGGER ROLE IN LEADING THE IMPACT THAT THE INDIVIDUAL UNITED WAYS COULD NOT DO BY THEMSELVES. KEY ACCOMPLISHMENTS DURING 2022 INCLUDED NEARLY $26 MILLION IN LOCAL AND REGIONAL IMPACT, LEADING TWO 21-DAY EQUITY CHALLENGES, BUILDING NEW AND DIVERSE PARTNERSHIPS, AND EARNING AWARDS FOR IMPACT AND COMMUNICATION.DISASTER RELIEF FUND -- A REGIONAL, EVERGREEN RESPONSE FUND TO SERVE AS A VEHICLE FOR PRIVATE AND PUBLIC INVESTMENT FOR BASIC NEEDS IN THE EVENT OF A CRISIS. THIS FUND WAS CREATED TO ADDRESS THE COVID-19 PANDEMIC AND REMAINS IN PLACE FOR FUTURE CRISIS SITUATIONS.SMALL BUSINESS SUPPORTS -- A PARTNERSHIP WITH THE CITY OF KALAMAZOO TO PROVIDE GRANTS TO MICROBUSINESSES WITHIN THE CITY. PRIMARY FOCUS IS ON WOMEN-OWNED AND/OR MICROBUSINESSES UNDER BLACK, INDIGENOUS OR PEOPLE OF COLOR OWNERSHIP, AND EMPHASIS ON UNDERREPRESENTED NEIGHBORHOODS.

    Expenses $9,703,476 · Grants $9,703,476

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • JAMES JOHNSON JR

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    5

  • CARLA THOMPSON PAYTON

    1ST VICE CHAIR

    Total calculated
    $0
    Hours/week
    5

  • STEPHANIE SLINGERLAND

    2ND VICE CHAIR

    Total calculated
    $0
    Hours/week
    5

  • JAMIE RABE

    TREASURER

    Total calculated
    $0
    Hours/week
    5

  • CONNER WOOD

    SECRETARY

    Total calculated
    $0
    Hours/week
    5

  • BECKY BALDWIN

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • DEBRA BITTNER

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JIM BONGIORNO

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • RENEE BROWN

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • KIMBERLY CARTER

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • BEN FRANTZ

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • LISA GARCIA

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • GABRIEL GIRON

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • MARCUS GLASS

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • ASH GOEL MD

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • UNAA HOLINESS

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • MIKE HUERTA

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • SHALANDA HUNT

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • MAUREEN KEENE

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • L ROBERT MCCONNELL

    IMMEDIATE PAST CHAIR

    Total calculated
    $0
    Hours/week
    1

  • TODD MCDONALD

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • RHONDA NEWMAN

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JEREMY PATTERSON

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • ANDY RICHARDS

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • CARRIE SCHNEIDER

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • CHRIS TYLER

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • SATYA VEERAPANENI

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • ASHLEE WILLIS

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • TED YKIMOFF

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • CHRISTIPHER SARGENT

    PRESIDENT & CEO

    Total calculated
    $213,320
    From this org
    $180,483
    From related orgs
    $0
    Other
    $32,837
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $180,483
    Bonus
    $0
    Other
    $0
    Deferred
    $18,344
    Nontaxable benefits
    $14,493
    Filer's total
    $213,320

  • TIMOTHY BERGSMA

    CFO THRU 11/30/2023

    Total calculated
    $181,549
    From this org
    $146,901
    From related orgs
    $0
    Other
    $34,648
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $146,901
    Bonus
    $0
    Other
    $0
    Deferred
    $14,354
    Nontaxable benefits
    $20,294
    Filer's total
    $181,549

  • ALYSSA STEWART

    CHIEF IMPACT OFFICER

    Total calculated
    $129,537
    From this org
    $117,319
    From related orgs
    $0
    Other
    $12,218
    Hours/week
    40

  • JENNIFER HSU-BISHOP

    CHIEF EQUITY OFFICER

    Total calculated
    $140,727
    From this org
    $113,552
    From related orgs
    $0
    Other
    $27,175
    Hours/week
    40

  • TERESA KMETZ

    CHIEF RESOURCE DEV & MKTG OFFICER

    Total calculated
    $133,275
    From this org
    $120,884
    From related orgs
    $0
    Other
    $12,391
    Hours/week
    40

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

  • 1a · Discretionary spending account
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 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

The filer's explanations (Part III)

PART I, LINE 1A
THE CEO RECEIVED A DISCRETIONARY SPENDING ACCOUNT. THIS IS NOT TREATED AS TAXABLE COMPENSATION TO THE CEO.

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
2023
Filed
15 February 2025
IRS schema version
2023v6.0
Source object
202520489349300802

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