Skip to content
Nonprofiteer
← UNITED WAY FOR SOUTHEASTERN MICHIGAN

Form 990 for tax year 2023

Filed by UNITED WAY FOR SOUTHEASTERN MICHIGAN.

Totals

Total revenue
$93,127,658
Total expenses
$101,827,424
Contributions and grants received
$89,862,992
Grants paid
$72,098,753
Program service revenue
$0
Investment income
$2,194,941
Other revenue
$1,069,725
Total assets, end of year
$88,922,499
Total liabilities, end of year
$45,291,683
Net assets or fund balances, end of year
$43,630,816
Program services expenses (Part IX)
$91,111,432
Management and general expenses
$5,679,468
Fundraising expenses
$5,036,524
Program service expenses (Part III)
$91,111,432

Program services were 89.5% 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.

  • 1c · Fundraising events

    $939,101

  • 1e · Government grants (contributions)

    $20,668,082

  • 1f · All other contributions, gifts and grants

    $68,255,809

  • 1g · Noncash contributions included above

    $276,449

  • 3 · Investment income

    total $1,875,692 · excluded $1,875,692

  • 7a · Gross sales of assets other than inventory

    securities $21,697,516 · other assets $300

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

    securities $21,378,567 · other assets $0

  • 7c · Gain or loss

    securities $318,949 · other assets $300

  • 7d · Net gain or loss

    total $319,249 · excluded $319,249

  • 8a · Fundraising events: gross income

    $254,464

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

    $939,101

  • 8b · Fundraising events: direct expenses

    $357,759

  • 8c · Net income from fundraising events

    total -$103,295 · excluded -$103,295

  • 11a · Other revenue: ADMIN & COST RECOVERY FEES

    total $576,754 · related or exempt $576,754

  • 11b · Other revenue: OTHER FEES FOR SERVICE

    total $546,526 · related or exempt $546,526

  • 11d · All other revenue

    total $49,740 · related or exempt $49,740

  • 11e · Other revenue, total

    $1,173,020

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $64,209,425 · program services $64,209,425

  • 2 · Grants to domestic individuals

    total $7,889,328 · program services $7,889,328

  • 5 · Compensation of officers, directors and key employees

    total $1,419,652 · program services $582,141 · management and general $528,972 · fundraising $308,539

  • 7 · Other salaries and wages

    total $15,007,555 · program services $10,219,649 · management and general $2,336,900 · fundraising $2,451,006

  • 9 · Other employee benefits

    total $2,327,826 · program services $1,564,036 · management and general $378,776 · fundraising $385,014

  • 10 · Payroll taxes

    total $1,135,307 · program services $835,601 · management and general $87,525 · fundraising $212,181

  • 11b · Fees: legal

    total $53,173 · program services $23,595 · management and general $29,578

  • 11c · Fees: accounting

    total $133,696 · management and general $133,696

  • 11d · Fees: lobbying

    total $153,910 · management and general $153,910

  • 11f · Fees: investment management

    total $58,467 · program services $12,467 · management and general $46,000

  • 11g · Fees: other

    total $3,329,588 · program services $2,657,945 · management and general $354,695 · fundraising $316,948

  • 12 · Advertising and promotion

    total $783,448 · program services $540,348 · management and general $163,739 · fundraising $79,361

  • 13 · Office expenses

    total $1,151,640 · program services $516,943 · management and general $125,543 · fundraising $509,154

  • 16 · Occupancy

    total $1,955,164 · program services $755,510 · management and general $1,029,292 · fundraising $170,362

  • 17 · Travel

    total $51,198 · program services $39,473 · management and general $3,389 · fundraising $8,336

  • 19 · Conferences, conventions and meetings

    total $908,018 · program services $361,842 · management and general $79,165 · fundraising $467,011

  • 21 · Payments to affiliates

    total $613,431 · program services $613,431

  • 22 · Depreciation, depletion and amortization

    total $219,140 · program services $150,857 · management and general $34,254 · fundraising $34,029

  • 23 · Insurance

    total $121,502 · program services $52,422 · management and general $41,204 · fundraising $27,876

  • 24a · Other expenses: MISCELLANEOUS

    total $174,575 · program services $33,499 · management and general $126,086 · fundraising $14,990

  • 24b · Other expenses: COMMUNICATION

    total $109,136 · program services $48,020 · management and general $14,397 · fundraising $46,719

  • 24c · Other expenses: MEMBERSHIP DUES

    total $22,245 · program services $4,900 · management and general $12,347 · fundraising $4,998

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $1,390,623 · end of year $13,801,223

  • 3 · Pledges and grants receivable

    beginning of year $9,051,066 · end of year $8,802,333

  • 9 · Prepaid expenses and deferred charges

    beginning of year $1,484,062 · end of year $1,580,537

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

    $3,970,460

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

    $1,865,452

  • 10c · Land, buildings and equipment, net

    beginning of year $484,275 · end of year $2,105,008

  • 11 · Investments: publicly traded securities

    beginning of year $39,733,563 · end of year $41,775,649

  • 15 · Other assets

    beginning of year $6,908,388 · end of year $20,857,749

  • 17 · Accounts payable and accrued expenses

    beginning of year $3,422,589 · end of year $12,585,556

  • 18 · Grants payable

    beginning of year $6,869,876 · end of year $4,025,915

  • 19 · Deferred revenue

    beginning of year $146,921 · end of year $6,922,948

  • 25 · Other liabilities

    beginning of year $8,703,183 · end of year $21,757,264

  • 27 · Net assets without donor restrictions

    beginning of year $26,385,613 · end of year $30,121,242

  • 28 · Net assets with donor restrictions

    beginning of year $13,523,795 · end of year $13,509,574

Mission and programs · 2023

Mission

TO MOBILIZE THE CARING POWER OF DETROIT AND SOUTHEASTERN MICHIGAN TO IMPROVE COMMUNITIES AND INDIVIDUAL LIVES IN MEASURABLE AND LASTING WAYS.

  • MEETING BASIC NEEDS: IN OUR FOUR-COUNTY REGION, WHICH IS HOME TO NEARLY HALF OF MICHIGAN'S POPULATION, 42% OF FAMILIES STRUGGLE TO AFFORD A BASIC, NO-FRILLS MONTHLY BUDGET INCLUDING ITEMS LIKE FOOD, HOUSING, CHILD CARE AND TRANSPORTATION. THROUGH STRATEGIC INVESTMENT IN PARTNERS, PROGRAMS AND ADVOCACY EFFORTS, WE HELP FAMILIES MOVE FROM CRISIS TO STABILITY AND FROM STABILITY TO PROSPERITY. CORE PROGRAMS INCLUDE 2-1-1, SOCIAL NAVIGATION, UTILITY ASSISTANCE, EMERGENCY FOOD AND SHELTER. THROUGH OUR CONNECT4CARE NETWORK, WE HELP FAMILIES NAVIGATE A COMPLEX NETWORK OF ASSISTANCE PROGRAMS AND WORK WITH LOCAL, REGIONAL AND STATEWIDE PARTNERS TO BUILD SYSTEMS OF HOLISTIC, PERSON-CENTERED CARE. LAST YEAR, OUR BASIC NEEDS GRANTS SERVED MORE THAN 660,000 INDIVIDUALS.

    Expenses $18,467,740 · Grants $14,034,536

  • CREATING YOUTH OPPORTUNITY: UNITED WAY'S WORKS WITH EDUCATORS, STUDENTS, PARENTS AND CAREGIVERS TO HELP PREPARE CHILDREN FOR SUCCESS IN SCHOOL AND LIFE. THROUGH OUR IN-SCHOOL AND OUT-OF-SCHOOL PROGRAMS, WE FOCUS ON STRENGTHENING THE WHOLE CHILD, PREPARING THEM TO LEARN, GROW AND SUCCEED IN A RAPIDLY CHANGING WORLD. WE WORK TO MAKE QUALITY CHILD CARE MORE ACCESSIBLE AND AFFORDABLE TO ALL. OUR LITERACY AND STEM EDUCATION WORK FILLS GAPS THAT TRADITIONAL SYSTEMS MAY NOT ALWAYS REACH. CORE PROGRAMS INCLUDE COMMUNITY SCHOOLS, MY HOME LIBRARY, BUILDING FOUNDATIONS AND SUMMER DISCOVERY. COMBINED, THESE PROGRAMS BENEFITTED MORE THAN 30,000.

    Expenses $13,110,196 · Grants $8,348,326

  • PROMOTING PROSPERITY: A FAMILY'S ECONOMIC STABILITY IMPACTS THE LONG-TERM WELL-BEING OF MULTIPLE GENERATIONS. UNITED WAY FOR SOUTHEASTERN MICHIGAN WORKS TO ADDRESS THE ROOT CAUSES OF THE GENERATIONAL POVERTY BY IDENTIFYING AND REMOVING BARRIERS TO FINANCIAL STABILITY AND WEALTH BUILDING-HELPING FAMILIES ESTABLISH A STRONG FINANCIAL FOUNDATION FOR THE FUTURE THROUGH FINANCIAL AND EMPLOYMENT COACHING, FREE TAX PREPARATION, BARRIER-BUSTING TRANSPORTATION SUPPORT AND MORE. IN 2024, OUR COALITION PARTNERS FILED MORT THAN 22,000 TAX RETURNS AND CLAIMED MORE THAN $29M IN TAX REFUNDS FOR ALICE FAMILIES. CORE PROGRAMS INCLUDE: TAX ASSISTANCE AND FINACIAL COACHING.

    Expenses $2,948,505

  • UNITED WAY FOR SOUTHEASTERN MICHIGAN FUNDS, SUPPORTS AND ADMINISTERS SEVERAL ADDITIONAL PROGRAMS THAT SUPPORT THE OVERALL HEALTH, WELL-BEING AND EQUITY OF OUR COMMUNITY AND ITS RESIDENTS. UNITED WAY FOR SOUTHEASTERN MICHIGAN'S WORK IS GUIDED BY THE ALICE (ASSET LIMITED, INCOME CONSTRAINED, EMPLOYED) REPORT, WHICH SHOWS THAT WHILE AN UNACCEPTABLE NUMBER OF PEOPLE IN EVERY COMMUNITY ARE STRUGGLING TO MAKE ENDS MEET, THERE ARE SIGNIFICANT DISPARITIES WHEN ANALYZED BY AGE, RACE, AND GENDER, WITH TRADITIONALLY MARGINALIZED GROUPS BEING FAR MORE LIKELY TO FALL BELOW THE ALICE SURVIVAL THRESHOLD. WE WORK TO ENGAGE OUR COMMUNITY AND SHED LIGHT ON THESE DISPARITIES WHILE PROMOTING EQUITY AS A CORE VALUE OF OUR WORK. LAST YEAR, OUR RACIAL EQUITY FUND INVESTED $1.2 MILLION INTO 35 ORGANIZATIONS ACROSS OUR FOUR COUNTIES. SINCE THE FUND BEGAN IN 2022, A TOTAL INVESTMENT OF $3.2 MILLION HAS GONE TOWARD SUPPORTING THE ELIMINATION OF RACIAL DISPARITIES. WE ARE ALSO WORKING TO CLOSE THE DIGITAL DIVIDE. LAST YEAR, WE DISTRIBUTED OVER 900 DEVICES TO LOCAL STUDENTS AS A PART OF OUR EFFORTS TO ENSURE FAMILIES IN OUR REGION HAVE EQUAL ACCESS TO THE SKILLS, DEVICES AND TECHNOLOGY NEEDED TO ENGAGE IN THE DIGITAL WORLD AND PROSPER. WE ALSO MOBILIZED THOUSANDS OF VOLUNTEERS AND ADVOCATES TO ROLL UP THEIR SLEEVES AND HELP THEIR COMMUNITIES AND USE THEIR VOICES TO PUSH FOR POLICIES THAT HELP WORKING FAMILIES. LASTLY, WE PROVIDE GRANTS AND PAY DESIGNATIONS TO MORE THAN 120 NONPROFIT AGENCIES THAT PROVIDE DIRECT SERVICE TO THE COMMUNITIES OF SOUTHEASTERN MICHIGAN. MORE THAN1 MILLION PEOPLE ARE IMPACTED THROUGH THE INVESTMENT OF RESOURCES IN EDUCATION, INCOME, AND BASIC NEEDS.

    Expenses $56,584,991 · Grants $49,715,891 · Revenue $1,173,020

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

Listed in Part VII

  • ED SIAJE

    DIRECTOR/CHAIR

    Total calculated
    $0
    Hours/week
    3
  • MARK STIERS

    DIRECTOR/IMMEDIATE PAST CHAIR

    Total calculated
    $0
    Hours/week
    3
  • LUANNE EWALD

    DIRECTOR/VICE CHAIR

    Total calculated
    $0
    Hours/week
    3
  • DAVID PARENT

    DIRECTOR/TREASURER

    Total calculated
    $0
    Hours/week
    3
  • LYNDA ROSSI

    DIRECTOR/SECRETARY

    Total calculated
    $0
    Hours/week
    3
  • WENDELL ANTHONY

    DIRECTOR - PART YEAR

    Total calculated
    $0
    Hours/week
    1
  • ORLANDO BAILEY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • ERIK BAKKER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • LISA CAWLEY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • RICH CHANG

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • WANDA COOK-ROBINSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • LAURA DICKERSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • GREGORY DILL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • MARIA DWYER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • BILL EMERSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • PANCHO HALL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • SONIA HASSAN DUGGAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • IAN HOGAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • JOCELYN HOWARD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • KELLE ILITCH

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • HASSAN JABER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • SAUNTEEL JENKINS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • JOHN JOHNSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • HARRY KEMP

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • NICOLE KONTYKO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • WENDY LEWIS JACKSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • DEBBIE MANZANO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • ALYCIA MERIWEATHER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • MARK MORENO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • FAYE NELSON

    DIRECTOR - PART YEAR

    Total calculated
    $0
    Hours/week
    1
  • DARYL NEWMAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • RICHARD PAPPAS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • ANUP POPAT

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • MICHAEL REIN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • MICHAEL RESHA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • ANGELA REYES

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • TERRANCE RHADIGAN

    DIRECTOR - PART YEAR

    Total calculated
    $0
    Hours/week
    1
  • JAMES ROBINSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • MELISSA ROY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • KRISTIN SMALLWOOD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • JENNIFER STAFEIL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • BRANDON TUCKER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • ALLYSON WALDMAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • CLARE WILLETT

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • DANA WILLIAMS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • DR DARIENNE HUDSON

    CHIEF EXECUTIVE OFFICER

    Total calculated
    $459,999
    From this org
    $449,637
    From related orgs
    $0
    Other
    $10,362
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $404,854
    Bonus
    $43,583
    Other
    $1,200
    Deferred
    $0
    Nontaxable benefits
    $10,362
    Filer's total
    $459,999
  • TONYA ADAIR

    CHIEF PEOPLE, EQUITY & ENGAGEMENT OFFICER

    Total calculated
    $293,559
    From this org
    $273,748
    From related orgs
    $0
    Other
    $19,811
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $247,481
    Bonus
    $26,267
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $19,811
    Filer's total
    $293,559
  • STEVEN SCHWARTZ

    CHIEF FINANCIAL OFFICER

    Total calculated
    $277,090
    From this org
    $261,459
    From related orgs
    $0
    Other
    $15,631
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $247,012
    Bonus
    $14,447
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $15,631
    Filer's total
    $277,090
  • BRANDON LEE

    CHIEF OPERATING OFFICER & EXECUTIVE VICE PRESIDENT

    Total calculated
    $280,612
    From this org
    $267,816
    From related orgs
    $0
    Other
    $12,796
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $235,329
    Bonus
    $23,446
    Other
    $9,041
    Deferred
    $0
    Nontaxable benefits
    $12,796
    Filer's total
    $280,612
  • KAREN LEGENDRE

    INTERIM CFO (3/1/24-9/22/24)

    Total calculated
    $0
    Hours/week
    50
  • KYLE DUBUC

    VICE PRESIDENT, COMMUNICATIONS & ADVOCACY

    Total calculated
    $196,565
    From this org
    $174,300
    From related orgs
    $0
    Other
    $22,265
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $167,250
    Bonus
    $5,383
    Other
    $1,667
    Deferred
    $0
    Nontaxable benefits
    $22,265
    Filer's total
    $196,565
  • SARAH GRUTZA

    VICE PRESIDENT, CORPORATE RELATIONS

    Total calculated
    $194,074
    From this org
    $183,074
    From related orgs
    $0
    Other
    $11,000
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $175,000
    Bonus
    $8,074
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $11,000
    Filer's total
    $194,074
  • ASHLEIGH IMERMAN

    CHIEF PHILANTHROPY OFFICER

    Total calculated
    $192,206
    From this org
    $175,385
    From related orgs
    $0
    Other
    $16,821
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $175,385
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $16,821
    Filer's total
    $192,206
  • PAMELA SMITH

    PRESIDENT OF UW FOR WASHTENAW COUNTY

    Total calculated
    $228,566
    From this org
    $222,998
    From related orgs
    $0
    Other
    $5,568
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $160,291
    Bonus
    $26,439
    Other
    $36,268
    Deferred
    $0
    Nontaxable benefits
    $5,568
    Filer's total
    $228,566
  • JEFFREY MILES

    VICE PRESIDENT, COMMUNITY IMPACT

    Total calculated
    $198,305
    From this org
    $191,083
    From related orgs
    $0
    Other
    $7,222
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $186,115
    Bonus
    $3,768
    Other
    $1,200
    Deferred
    $0
    Nontaxable benefits
    $7,222
    Filer's total
    $198,305

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 · Health or social club dues or initiation fees
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 7 · Other non-fixed payments

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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 1A
THE ORGANIZATION PAYS THE DUES FOR A DETROIT ATHLETIC CLUB MEMBERSHIP FOR THE CEO. THE DETROIT ATHLETIC CLUB'S FACILITIES INCLUDE DINING ROOMS AND MEETING ROOMS AND IS UTILIZED BY MANY INDIVIDUALS AND ORGANIZATIONS IN THE DETROIT BUSINESS COMMUNITY. THE CEO USES THE MEMBERSHIP PRIMARILY TO CONDUCT BUISNESS MEETINGS THROUGHOUT THE YEAR.
PART I, LINE 7
BONUSES FOR THE PRESIDENT & CEO ARE SUBJECT TO A COMPENSATION POLICY AND THE APPROVAL OF THE BOARD CHAIR AND VICE CHAIR. BONUSES FOR ALL OTHER OFFICERS, DIRECTORS, AND EMPLOYEES ARE PAID ON A DISCRETIONARY AS DETERMINED BY THE PRESIDENT & 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
5 August 2025
IRS schema version
2023v6.0
Source object
202522189349300242

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

The source document this was parsed from is served over the API, which is where bulk and document access live.