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Nonprofiteer
← United Way of Montcalm-Ionia Counties

Form 990 for tax year 2023

Filed by United Way of Montcalm-Ionia Counties.

Totals

Total revenue
$347,431
Total expenses
$396,516
Contributions and grants received
$347,427
Grants paid
$123,099
Program service revenue
$0
Investment income
$4
Other revenue
$0
Total assets, end of year
$212,480
Total liabilities, end of year
$45,312
Net assets or fund balances, end of year
$167,168
Program services expenses (Part IX)
$333,471
Management and general expenses
$39,102
Fundraising expenses
$23,943
Program service expenses (Part III)
$333,471

Program services were 84.1% 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.

  • 1e · Government grants (contributions)

    $33,000

  • 1f · All other contributions, gifts and grants

    $314,427

  • 3 · Investment income

    total $4 · excluded $4

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $123,099 · program services $123,099

  • 5 · Compensation of officers, directors and key employees

    total $100,071 · program services $80,057 · management and general $10,007 · fundraising $10,007

  • 7 · Other salaries and wages

    total $80,398 · program services $59,952 · management and general $15,334 · fundraising $5,112

  • 9 · Other employee benefits

    total $3,643 · program services $2,186 · management and general $1,093 · fundraising $364

  • 10 · Payroll taxes

    total $13,262 · program services $10,274 · management and general $1,886 · fundraising $1,102

  • 11b · Fees: legal

    total $249 · program services $195 · management and general $36 · fundraising $18

  • 11c · Fees: accounting

    total $13,520 · program services $10,554 · management and general $1,970 · fundraising $996

  • 12 · Advertising and promotion

    total $6,042 · program services $4,717 · management and general $880 · fundraising $445

  • 13 · Office expenses

    total $341 · program services $267 · management and general $49 · fundraising $25

  • 14 · Information technology

    total $9,348 · program services $7,297 · management and general $1,362 · fundraising $689

  • 16 · Occupancy

    total $19,200 · program services $14,987 · management and general $2,798 · fundraising $1,415

  • 17 · Travel

    total $6,660 · program services $5,199 · management and general $970 · fundraising $491

  • 19 · Conferences, conventions and meetings

    total $5,843 · program services $4,561 · management and general $851 · fundraising $431

  • 21 · Payments to affiliates

    total $3,302 · program services $2,578 · management and general $481 · fundraising $243

  • 22 · Depreciation, depletion and amortization

    total $242 · program services $189 · management and general $35 · fundraising $18

  • 23 · Insurance

    total $2,468 · program services $1,926 · management and general $360 · fundraising $182

  • 24a · Other expenses: Dues and Memberships

    total $2,338 · program services $1,825 · management and general $341 · fundraising $172

  • 24b · Other expenses: TelephonePostageInternet

    total $5,734 · program services $2,988 · management and general $558 · fundraising $2,188

  • 24c · Other expenses: Miscellaneous

    total $756 · program services $620 · management and general $91 · fundraising $45

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $79,269 · end of year $26,028

  • 3 · Pledges and grants receivable

    beginning of year $71,827 · end of year $55,801

  • 9 · Prepaid expenses and deferred charges

    beginning of year $750 · end of year $750

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

    $7,066

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

    $7,066

  • 10c · Land, buildings and equipment, net

    beginning of year $242

  • 15 · Other assets

    beginning of year $133,179 · end of year $129,901

  • 17 · Accounts payable and accrued expenses

    beginning of year $21,423 · end of year $15,813

  • 18 · Grants payable

    beginning of year $31,704 · end of year $16,764

  • 25 · Other liabilities

    beginning of year $22,088 · end of year $12,735

  • 27 · Net assets without donor restrictions

    beginning of year -$86,979 · end of year -$161,757

  • 28 · Net assets with donor restrictions

    beginning of year $297,031 · end of year $328,925

Mission and programs · 2023

Mission

To make studies of community needs and to provide funds for the maintenance and operations of organizations in Montcalm and Ionia counties that meet these needs.

  • United Way brings people together to build strong, equitable communities where everyone can thrive as one of the worlds largest privately funded charities, making life better for those in Montcalm and Ionia Counties every year. United Way communities tackle tough challenges and work with private, public, and nonprofit partners to boost education, economic mobility, health resources, and basic needs. This is done by mobilizing human and financial resources to positively impact our neighbors education, financial stability, and physical & emotional health. Assess community needs: provide outcome measurement training to various entities in the community; provide program assessment, review, and selection, administer grants, provide financial and stewardship oversight of grant recipients and participate in community partnerships including 211 database management and management of our volunteer center to advance common goals in the focused areas mentioned above.

    Expenses $333,471 · Grants $123,099

  • Withheld by Nonprofiteer: this text may name a private individual.

  • Significant milestones this past year include playing a pivotal role in expanding the Earned Income Tax Credit (EITC) ensuring an average of $1,000 in income support for working parents of two children. We gave nearly 120,000 diapers to families in need. Local food pantries received 60,000 meals going to local food pantries. 16,117 pounds of food going to food-insecure children and homebound seniors. Nearly 248,000 feminine hygiene products have been provided to area schools. Hosted a property simulator for the community and our 4th annual Community Leaders Conference on Housing.

As filed on the 2023 return. A text marked withheld matched a screen for wording that may name a private individual, such as an honorific or "in memory of". Most of what it withholds names no one; it is withheld so that what does is never shown.

Listed in Part VII

  • Terri Legg

    President & CEO

    Total calculated
    $91,389
    From this org
    $80,272
    From related orgs
    $0
    Other
    $11,117
    Hours/week
    45

  • Kat Reed

    Director

    Total calculated
    $0
    Hours/week
    1.5

  • Julie Stafford

    Director

    Total calculated
    $0
    Hours/week
    1.5

  • Lisa Lund

    Director

    Total calculated
    $0
    Hours/week
    1.5

  • Renae Osmolinski

    Director

    Total calculated
    $0
    Hours/week
    1.5

  • Kristie Smith

    Director

    Total calculated
    $0
    Hours/week
    1.5

  • Lauren Barker

    Director

    Total calculated
    $0
    Hours/week
    1.5

  • Ben Wood

    Director

    Total calculated
    $0
    Hours/week
    1.5

  • Jakob Bigard

    Director

    Total calculated
    $0
    Hours/week
    1.5

  • James Chesley

    Director

    Total calculated
    $0
    Hours/week
    1.5

  • Jeff Blanchard

    Director

    Total calculated
    $0
    Hours/week
    1.5

  • Chris Clute

    Director

    Total calculated
    $0
    Hours/week
    1.5

  • Justin Kessler

    Director

    Total calculated
    $0
    Hours/week
    1.5

  • Dayna Ellis

    Director

    Total calculated
    $0
    Hours/week
    1.5

  • Dan Mitchell

    Board Chair

    Total calculated
    $0
    Hours/week
    2

  • Sharon McInnis

    Secretary

    Total calculated
    $0
    Hours/week
    2

  • Dave Seppala

    Treasurer

    Total calculated
    $0
    Hours/week
    2

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

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2023
Filed
19 June 2024
IRS schema version
2023v5.1
Source object
202431789349300303

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