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Nonprofiteer
← UNITED WAY OF SOUTHWEST MICHIGAN

Form 990 for tax year 2025

Filed by UNITED WAY OF SOUTHWEST MICHIGAN.

Totals

Total revenue
$3,489,465
Total expenses
$3,863,357
Contributions and grants received
$3,335,503
Grants paid
$1,497,158
Program service revenue
$11,949
Investment income
$142,013
Other revenue
$0
Total assets, end of year
$3,619,438
Total liabilities, end of year
$1,063,831
Net assets or fund balances, end of year
$2,555,607
Program services expenses (Part IX)
$2,748,601
Management and general expenses
$561,358
Fundraising expenses
$553,398
Program service expenses (Part III)
$2,748,601

Program services were 71.1% 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.

  • 1f · All other contributions, gifts and grants

    $3,335,503

  • 2a · Program service revenue: OTHER PROGRAM FEES

    total $11,949 · related or exempt $11,949

  • 3 · Investment income

    total $50,082 · excluded $50,082

  • 7a · Gross sales of assets other than inventory

    securities $935,211 · other assets $90,861

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

    securities $843,058 · other assets $91,083

  • 7c · Gain or loss

    securities $92,153 · other assets -$222

  • 7d · Net gain or loss

    total $91,931 · excluded $91,931

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,497,158 · program services $1,497,158

  • 5 · Compensation of officers, directors and key employees

    total $161,201 · program services $116,402 · management and general $43,578 · fundraising $1,221

  • 7 · Other salaries and wages

    total $711,549 · program services $205,870 · management and general $251,886 · fundraising $253,793

  • 8 · Pension plan contributions

    total $93,705 · program services $39,671 · management and general $23,551 · fundraising $30,483

  • 10 · Payroll taxes

    total $66,419 · program services $24,524 · management and general $22,382 · fundraising $19,513

  • 11c · Fees: accounting

    total $18,068 · management and general $18,068

  • 11f · Fees: investment management

    total $10,339 · management and general $10,339

  • 11g · Fees: other

    total $541,021 · program services $458,926 · management and general $28,157 · fundraising $53,938

  • 12 · Advertising and promotion

    total $77,801 · program services $14,812 · management and general $55,129 · fundraising $7,860

  • 13 · Office expenses

    total $13,007 · program services $5,100 · management and general $5,782 · fundraising $2,125

  • 14 · Information technology

    total $88,717 · program services $14,720 · management and general $30,409 · fundraising $43,588

  • 16 · Occupancy

    total $45,653 · program services $13,997 · management and general $19,492 · fundraising $12,164

  • 17 · Travel

    total $9,500 · program services $4,538 · management and general $3,386 · fundraising $1,576

  • 21 · Payments to affiliates

    total $69,126 · program services $22,109 · management and general $32,340 · fundraising $14,677

  • 22 · Depreciation, depletion and amortization

    total $32,183 · program services $13,057 · management and general $10,697 · fundraising $8,429

  • 24a · Other expenses: SUPPLIES

    total $421,899 · program services $316,375 · management and general $2,114 · fundraising $103,410

  • 24b · Other expenses: DEVELOPMENT/TRAINING

    total $6,011 · program services $1,342 · management and general $4,048 · fundraising $621

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $558,988 · end of year $281,985

  • 3 · Pledges and grants receivable

    beginning of year $1,874,081 · end of year $1,513,365

  • 4 · Accounts receivable

    beginning of year $7,538 · end of year $174,760

  • 9 · Prepaid expenses and deferred charges

    beginning of year $37,515 · end of year $26,682

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

    $944,009

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

    $406,265

  • 10c · Land, buildings and equipment, net

    beginning of year $553,174 · end of year $537,744

  • 12 · Investments: other securities

    beginning of year $1,376,691 · end of year $822,569

  • 15 · Other assets

    beginning of year $235,533 · end of year $262,333

  • 17 · Accounts payable and accrued expenses

    beginning of year $75,863 · end of year $235,741

  • 18 · Grants payable

    beginning of year $1,537,028 · end of year $770,950

  • 25 · Other liabilities

    beginning of year $125,746 · end of year $57,140

  • 27 · Net assets without donor restrictions

    beginning of year $1,022,035 · end of year $937,271

  • 28 · Net assets with donor restrictions

    beginning of year $1,882,848 · end of year $1,618,336

Mission and programs · 2025

Mission

UNITED WAY OF SOUTHWEST MICHIGAN WORKS IN BERRIEN, CASS, AND VAN BUREN COUNTIES TO CREATE A UNITED AND RESILIENT COMMUNITY WHERE EVERYONE CONTRIBUTES, BELONGS, AND THRIVES.

Activities or mission (Part I)

UNITED WAY OF SOUTHWEST MICHIGAN WORKS IN BERRIEN, CASS, AND VAN BUREN COUNTIES TO SUSTAIN A UNITED COMMUNITY WHERE EVERYONE CONTRIBUTES, BELONGS, AND THRIVES.

  • UNITED WAY OF SOUTHWEST MICHIGAN PROVIDED FUNDING TO 64 PROGRAMS AT 47 ORGANIZATIONS THAT SERVE BERRIEN, CASS, AND VAN BUREN COUNTIES. UNITED WAY OF SOUTHWEST MICHIGAN IS CREATING IMPACT THROUGH INVESTMENTS IN THE AREAS OF FINANCIAL SECURITY, HEALTHY COMMUNITY, YOUTH OPPORTUNITY, AND COMMUNITY RESILIENCY. IN THE FINAL YEAR OF THE MOST RECENT FUNDING CYCLE, UNITED WAY OF SOUTHWEST MICHIGAN FUNDING HELPED AREA AGENCIES RECEIVE MORE THAN $1,200,000 IN LEVERAGED FUNDS AND IMPACTED MORE THAN 179,000 INDIVIDUALS. THE ORGANIZATION ALSO MOBILIZED 2,397 VOLUNTEERS WHO CONTRIBUTED 14,750 HOURS OF THEIR TIME; A TOTAL VALUE OF $513,152.50.

    Expenses $2,748,601 · Grants $1,497,158 · Revenue $11,949

As filed on the 2025 return.

Listed in Part VII

  • Tim Smith

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    2

  • Gokul Nair

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    2

  • Ron Griesinger

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • Kirsten Hewitt

    ASSOCIATE VICE CHAIR/SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • Alexandra Newman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Maria Zavala

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Nicole Britten

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Soroya Pierre Vanartsen

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Matthew McLaughlin

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Colleen Reinert

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Cory Shimulunas

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Susan Dobrich

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Dylan Binkley

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Thaddeus Hackworth

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • David Ravitch

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Tina Vaught

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Chris Williams

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Anna Murphy

    PRESIDENT

    Total calculated
    $161,201
    From this org
    $151,992
    From related orgs
    $0
    Other
    $9,209
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $151,992
    Bonus
    $0
    Other
    $0
    Deferred
    $5,720
    Nontaxable benefits
    $3,489
    Filer's total
    $161,201

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

None.

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
2025
Filed
7 August 2026
IRS schema version
2025v4.2
Source object
202642199349300634

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

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