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Nonprofiteer
← UNITED WAY OF SOUTHWEST MICHIGAN

Form 990 for tax year 2022

Filed by UNITED WAY OF SOUTHWEST MICHIGAN.

Totals

Total revenue
$5,380,332
Total expenses
$6,241,850
Contributions and grants received
$4,847,918
Grants paid
$3,611,592
Program service revenue
$499,615
Investment income
$32,799
Other revenue
$0
Total assets, end of year
$7,038,914
Total liabilities, end of year
$1,655,901
Net assets or fund balances, end of year
$5,383,013
Program services expenses (Part IX)
$4,989,137
Management and general expenses
$769,500
Fundraising expenses
$483,213
Program service expenses (Part III)
$4,989,137

Program services were 79.9% 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)

    $416,570

  • 1f · All other contributions, gifts and grants

    $4,431,348

  • 2a · Program service revenue: OTHER PROGRAM FEES

    total $366,261 · related or exempt $366,261

  • 2b · Program service revenue: GREAT START

    total $112,504 · related or exempt $112,504

  • 2c · Program service revenue: BE HEALTHY BERRIEN

    total $20,850 · related or exempt $20,850

  • 3 · Investment income

    total $46,242 · excluded $46,242

  • 7a · Gross sales of assets other than inventory

    securities $1,042,844

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

    securities $1,056,287

  • 7c · Gain or loss

    securities -$13,443

  • 7d · Net gain or loss

    total -$13,443 · excluded -$13,443

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $3,611,592 · program services $3,611,592

  • 5 · Compensation of officers, directors and key employees

    total $246,607 · program services $184,955 · management and general $61,652

  • 7 · Other salaries and wages

    total $1,155,951 · program services $472,136 · management and general $376,154 · fundraising $307,661

  • 9 · Other employee benefits

    total $170,348 · program services $78,184 · management and general $55,741 · fundraising $36,423

  • 10 · Payroll taxes

    total $108,001 · program services $50,661 · management and general $33,503 · fundraising $23,837

  • 11c · Fees: accounting

    total $10,455 · management and general $10,455

  • 11g · Fees: other

    total $201,188 · program services $118,024 · management and general $71,270 · fundraising $11,894

  • 12 · Advertising and promotion

    total $129,226 · program services $48,229 · management and general $55,541 · fundraising $25,456

  • 13 · Office expenses

    total $9,826 · program services $2,924 · management and general $2,435 · fundraising $4,467

  • 14 · Information technology

    total $50,903 · program services $23,247 · management and general $13,418 · fundraising $14,238

  • 16 · Occupancy

    total $57,592 · program services $16,590 · management and general $21,263 · fundraising $19,739

  • 17 · Travel

    total $13,339 · program services $8,904 · management and general $2,072 · fundraising $2,363

  • 20 · Interest

    total $937 · program services $337 · management and general $356 · fundraising $244

  • 21 · Payments to affiliates

    total $82,377 · program services $31,060 · management and general $30,607 · fundraising $20,710

  • 22 · Depreciation, depletion and amortization

    total $45,229 · program services $16,153 · management and general $17,264 · fundraising $11,812

  • 24a · Other expenses: SUPPLIES

    total $325,414 · program services $319,435 · management and general $2,841 · fundraising $3,138

  • 24b · Other expenses: DEVELOPMENT/TRAINING

    total $22,865 · program services $6,706 · management and general $14,928 · fundraising $1,231

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $2,071,130 · end of year $1,367,843

  • 3 · Pledges and grants receivable

    beginning of year $3,083,111 · end of year $2,840,092

  • 4 · Accounts receivable

    beginning of year $218,947 · end of year $489,372

  • 9 · Prepaid expenses and deferred charges

    beginning of year $37,907 · end of year $47,721

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

    $1,103,004

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

    $402,285

  • 10c · Land, buildings and equipment, net

    beginning of year $736,117 · end of year $700,719

  • 12 · Investments: other securities

    beginning of year $1,710,096 · end of year $1,400,610

  • 15 · Other assets

    beginning of year $246,934 · end of year $192,557

  • 17 · Accounts payable and accrued expenses

    beginning of year $70,820 · end of year $67,598

  • 18 · Grants payable

    beginning of year $1,206,750 · end of year $1,462,750

  • 25 · Other liabilities

    beginning of year $156,671 · end of year $125,553

  • 27 · Net assets without donor restrictions

    beginning of year $2,261,818 · end of year $1,542,432

  • 28 · Net assets with donor restrictions

    beginning of year $4,408,183 · end of year $3,840,581

Mission and programs · 2022

Mission

TO IMPROVE LIVES BY MOBILIZING THE CARING POWER OF COMMUNITIES TO ADVANCE THE COMMON GOOD.

  • UNITED WAY OF SOUTHWEST MICHIGAN PROVIDED FUNDING TO 67 PROGRAMS AT 48 AGENCIES THAT SERVE BERRIEN, CASS, AND VAN BUREN COUNTIES. UNITED WAY OF SOUTHWEST MICHIGAN IS CREATING IMPACT THROUGH INVESTMENTS IN THE AREAS OF EARLY EDUCATION & LITERACY, POST-SECONDARY SUCCESS, HEALTHY BODIES, HEALTHY MINDS, FINANCIAL SECURITY, EMPLOYMENT, FOOD SECURITY, AND SAFE ENVIRONMENTS. IN THE FIRST SIX MONTHS OF 2022, UNITED WAY OF SOUTHWEST MICHIGAN FUNDING HELPED AREA AGENCIES RECEIVE OVER $1,000,000 IN MATCHING FUNDS AND IMPACTED OVER 62,000 INDIVIDUALS. THROUGH A SERIES OF TARGETED COMMUNITY CONVERSATIONS WITH DIVERSE MEMBERS OF THE COMMUNITY, UNITED WAY OF SOUTHWEST MICHIGAN IS SEEKING TO LEARN THE HOPES, ASPIRATIONS, AND CONCERNS OF COMMUNITY MEMBERS. THE ORGANIZATION ALSO MOBILIZED 2,901 VOLUNTEERS WHO CONTRIBUTED OVER 17,000 HOURS OF THEIR TIME; A TOTAL VALUE OF $512,630.

    Expenses $4,989,137 · Grants $3,611,592 · Revenue $499,615

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Christina Hardy

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Gokul Nair

    OFFICER, VICE CHAIR

    Total calculated
    $0
    Hours/week
    2

  • Emily Szymkiewicz

    OFFICER, TREASURER

    Total calculated
    $0
    Hours/week
    2

  • Zack East

    OFFICER, BOARD CHAIR

    Total calculated
    $0
    Hours/week
    2

  • Glenn Cowles

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Barbara Craig

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Randy Hendrixson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Nicole Britten

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Susan Dobrich

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • April Lloyd

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Tim Smith

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Korey Thomas

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Susan Watts

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Anna Murphy

    PRESIDENT

    Total calculated
    $159,352
    From this org
    $142,127
    From related orgs
    $0
    Other
    $17,225
    Hours/week
    50

  • Rachel Wade

    EMPLOYEE

    Total calculated
    $109,406
    From this org
    $104,480
    From related orgs
    $0
    Other
    $4,926
    Hours/week
    45

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.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type
form_990
Tax year
2022
Filed
5 September 2023
IRS schema version
2022v5.0
Source object
202342489349301774

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

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