Form 990 for tax year 2022
Filed by UNITED WAY OF SOUTH CENTRAL MI.
Totals
- Total revenue
- $20,048,813
- Total expenses
- $20,749,685
- Contributions and grants received
- $19,308,640
- Grants paid
- $12,564,634
- Program service revenue
- $0
- Investment income
- $353,486
- Other revenue
- $386,687
- Total assets, end of year
- $32,086,707
- Total liabilities, end of year
- $5,009,025
- Net assets or fund balances, end of year
- $27,077,682
- Program services expenses (Part IX)
- $17,499,173
- Management and general expenses
- $2,001,148
- Fundraising expenses
- $1,249,364
- Program service expenses (Part III)
- $17,499,173
Program services were 84.3% 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)
$6,880,010
-
1f · All other contributions, gifts and grants
$12,428,630
-
1g · Noncash contributions included above
$105,129
-
3 · Investment income
total $353,261 · excluded $353,261
-
6a · Gross rents
real property $198,091
-
6b · Less rental expenses
real property $0
-
6c · Rental income or loss
real property $198,091
-
6d · Net rental income or loss
total $198,091 · related or exempt $198,091
-
7a · Gross sales of assets other than inventory
securities $85,217
-
7b · Less cost or other basis and sales expenses
securities $84,992
-
7c · Gain or loss
securities $225
-
7d · Net gain or loss
total $225 · excluded $225
-
11a · Other revenue: MISCELLANEOUS
total $133,663 · excluded $133,663
-
11b · Other revenue: PROFESSIONAL SERVICES REVENUE
total $54,933 · excluded $54,933
-
11e · Other revenue, total
$188,596
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $12,564,634 · program services $12,564,634
-
5 · Compensation of officers, directors and key employees
total $479,398 · program services $263,783 · management and general $123,402 · fundraising $92,213
-
7 · Other salaries and wages
total $3,050,547 · program services $1,672,838 · management and general $785,436 · fundraising $592,273
-
8 · Pension plan contributions
total $257,616 · program services $144,319 · management and general $66,225 · fundraising $47,072
-
9 · Other employee benefits
total $341,346 · program services $191,226 · management and general $87,749 · fundraising $62,371
-
10 · Payroll taxes
total $245,765 · program services $133,273 · management and general $62,643 · fundraising $49,849
-
11b · Fees: legal
total $33,821 · program services $19,148 · management and general $10,951 · fundraising $3,722
-
11c · Fees: accounting
total $135,609 · management and general $135,609
-
11f · Fees: investment management
total $82,254 · management and general $82,254
-
11g · Fees: other
total $1,464,893 · program services $1,269,779 · management and general $75,363 · fundraising $119,751
-
12 · Advertising and promotion
total $151,186 · program services $41,781 · management and general $10,194 · fundraising $99,211
-
13 · Office expenses
total $11,916 · program services $2,940 · management and general $7,075 · fundraising $1,901
-
14 · Information technology
total $588,244 · program services $416,627 · management and general $121,353 · fundraising $50,264
-
16 · Occupancy
total $136,084 · program services $79,782 · management and general $34,556 · fundraising $21,746
-
17 · Travel
total $50,680 · program services $24,852 · management and general $15,233 · fundraising $10,595
-
19 · Conferences, conventions and meetings
total $34,753 · program services $24,927 · management and general $7,958 · fundraising $1,868
-
21 · Payments to affiliates
total $277,360 · management and general $277,360
-
22 · Depreciation, depletion and amortization
total $153,275 · program services $118,963 · management and general $17,840 · fundraising $16,472
-
23 · Insurance
total $40,618 · program services $23,429 · management and general $8,794 · fundraising $8,395
-
24a · Other expenses: BAD DEBT
total $182,168 · program services $182,168
-
24b · Other expenses: RENTAL AND MAINTENANCE
total $153,241 · program services $96,894 · management and general $29,143 · fundraising $27,204
-
24c · Other expenses: PROGRAM EXPENSES
total $105,205 · program services $105,205
-
24d · Other expenses: TELEPHONE
total $55,024 · program services $38,327 · management and general $6,850 · fundraising $9,847
-
24e · All other expenses
total $154,048 · program services $84,278 · management and general $35,160 · fundraising $34,610
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $14,913 · end of year $1,125,732
-
2 · Savings and temporary cash investments
beginning of year $3,489,159 · end of year $8,009,132
-
3 · Pledges and grants receivable
beginning of year $5,882,900 · end of year $5,336,686
-
7 · Other notes and loans receivable
beginning of year $632,795 · end of year $994,606
-
9 · Prepaid expenses and deferred charges
beginning of year $274,046 · end of year $37,451
-
10a · Land, buildings and equipment: cost or other basis
$6,245,040
-
10b · Land, buildings and equipment: accumulated depreciation
$4,088,810
-
10c · Land, buildings and equipment, net
beginning of year $825,341 · end of year $2,156,230
-
11 · Investments: publicly traded securities
beginning of year $9,743,895 · end of year $10,031,483
-
12 · Investments: other securities
beginning of year $1,052,627 · end of year $3,951,306
-
15 · Other assets
beginning of year $0 · end of year $444,081
-
17 · Accounts payable and accrued expenses
beginning of year $697,607 · end of year $1,059,748
-
18 · Grants payable
beginning of year $1,850,148 · end of year $2,359,323
-
19 · Deferred revenue
beginning of year $0 · end of year $1,098,339
-
25 · Other liabilities
beginning of year $0 · end of year $491,615
-
27 · Net assets without donor restrictions
beginning of year $7,642,338 · end of year $11,973,011
-
28 · Net assets with donor restrictions
beginning of year $11,725,583 · end of year $15,104,671
Mission and programs · 2022
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 RACIAL AND ECONOMIC 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 -- $4,534,727 INVESTED IN 94 PROGRAMS THROUGH 64 AGENCY PARTNERS. CAPITAL AREA -- $410,937 INVESTED IN 12 PROGRAMS THROUGH 10 AGENCY PARTNERS AND 4 COLLABORATIVES. JACKSON COUNTY -- $494,825 INVESTED IN 18 PROGRAMS AT 16 AGENCIES
Expenses $5,454,257 · Grants $5,454,257
-
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.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 $57,000 OR LESS. UWSCMI'S VITA PROGRAM EXPANDED TO SERVE KALAMAZOO AND PARTNERED WITH AGENCIES LEADING VITA PROGRAMS IN CALHOUN AND JACKSON COUNTIES. HOUSEHOLDS SERVED: 3,434. $5,681,526 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 2022, 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. 2022 HIGHLIGHT: UWSCMI ONBOARDED A NEW COMPANY INTO JOBSTAR, THE RESULT OF A FOCUS ON RECRUITMENT. REFERRALS PROVIDED: 803 REFERRALS ACROSS 10 BUSINESSES (FOR YEAR ENDING 9/30/22).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. 2022 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 $4,934,540
-
DONOR DESIGNATIONS UWSCMI ALLOWS DONORS TO DESIGNATE GIFTS TO OTHER UNITED WAYS OR OTHER QUALIFYING AGENCIES, FURTHER EXPANDING COMMUNITY IMPACT.
Expenses $1,522,134 · Grants $1,522,134
-
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 UNDERRREPRESENTED NEIGHBORHOODS.
Expenses $5,588,242 · Grants $5,588,242
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
L Robert McConnellL ROBERT MCCONNELL
BOARD CHAIR
- Total calculated
- $0
- Hours/week
- 5
-
James Johnson JrJAMES JOHNSON JR
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 5
-
Carla Thompson PaytonCARLA THOMPSON PAYTON
2ND VICE CHAIR
- Total calculated
- $0
- Hours/week
- 5
-
Erik DeckerERIK DECKER
TREASURER
- Total calculated
- $0
- Hours/week
- 5
-
Conner WoodCONNER WOOD
SECRETARY
- Total calculated
- $0
- Hours/week
- 5
-
Becky BaldwinBECKY BALDWIN
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Debra BittnerDEBRA BITTNER
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Jim BongiornoJIM BONGIORNO
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Dylan CrottyDYLAN CROTTY
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Rebecca FleuryREBECCA FLEURY
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Ben FrantzBEN FRANTZ
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Gabriel GironGABRIEL GIRON
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Marcus GlassMARCUS GLASS
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Ash Goel MDASH GOEL MD
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Unaa HolinessUNAA HOLINESS
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Mike HuertaMIKE HUERTA
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Shalanda HuntSHALANDA HUNT
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Kay KeckKAY KECK
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Maureen KeeneMAUREEN KEENE
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
James Liggins JrJAMES LIGGINS JR
IMMEDIATE PAST CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Rhonda NewmanRHONDA NEWMAN
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Jeremy PattersonJEREMY PATTERSON
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Jamie RabeJAMIE RABE
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Cheryl RaglandCHERYL RAGLAND
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Carrie SchneiderCARRIE SCHNEIDER
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Stephanie SlingerlandSTEPHANIE SLINGERLAND
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Luci SolisLUCI SOLIS
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Colleen SullivanCOLLEEN SULLIVAN
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Chris TylerCHRIS TYLER
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Satya VeerapaneniSATYA VEERAPANENI
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Lisa Webb SharpeLISA WEBB SHARPE
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Ashlee WillisASHLEE WILLIS
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Ted YkimoffTED YKIMOFF
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Jonathan ByrdJONATHAN BYRD
MEMBER - PARTIAL YEAR
- Total calculated
- $0
- Hours/week
- 1
-
Doug ScottDOUG SCOTT
MEMBER - PARTIAL YEAR
- Total calculated
- $0
- Hours/week
- 1
-
Casandra WatsonCASANDRA WATSON
MEMBER - PARTIAL YEAR
- Total calculated
- $0
- Hours/week
- 1
-
Christipher SargentCHRISTIPHER SARGENT
PRESIDENT & CEO
- Total calculated
- $214,633
- From this org
- $181,909
- From related orgs
- $0
- Other
- $32,724
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $181,909
- Bonus
- $0
- Other
- $0
- Deferred
- $18,191
- Nontaxable benefits
- $14,533
- Filer's total
- $214,633
-
Timothy BergsmaTIMOTHY BERGSMA
CFO AS OF 7/25/22
- Total calculated
- $74,191
- From this org
- $59,850
- From related orgs
- $0
- Other
- $14,341
- Hours/week
- 40
-
Alyssa StewartALYSSA STEWART
CHIEF IMPACT OFFICER
- Total calculated
- $129,670
- From this org
- $116,895
- From related orgs
- $0
- Other
- $12,775
- 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 · 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
-
DESIGNATIONS & PHYSICAL, MENTAL, AND BEHAVIORAL HEALTH FOR FAMILY AND INFANT
-
$241,967
DESIGNATIONS & STABLE & AFFORDABLE HOUSING
-
$239,805
DESIGNATIONS & STABLE & AFFORDABLE HOUSING
-
$202,690
DESIGNATIONS & FOOD
-
DESIGNATIONS & PHYSICAL, MENTAL, AND BEHAVIORAL HEALTH FOR FAMILY AND INFANT
-
$151,575
DESIGNATIONS & PHYSICAL, MENTAL, AND BEHAVIORAL HEALTH FOR FAMILY AND INFANT
-
$150,864
DESIGNATIONS & WORKFORCE & INCOME SUPPORTS FOR LOW-INCOME AND WORKING INDIVIDUALS
-
FAMILY & CHILDREN SERVICES INC
$133,543
DESIGNATIONS & AWARENESS, EDUCATION, AND ENGAGEMENT
-
$130,500
DESIGNATIONS & PHYSICAL, MENTAL, AND BEHAVIORAL HEALTH FOR FAMILY AND INFANT
-
KALAMAZOO RESA
$113,060
DESIGNATIONS & EARLY CHILDHOOD SUCCESS AND KINDERGARTEN READINESS
The 10 largest by cash amount. The API serves every itemized grant.
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 14 August 2023
- IRS schema version
- 2022v5.0
- Source object
- 202312279349301111
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.