Form 990 for tax year 2023
Filed by UNITED WAY OF WASHTENAW COUNTY.
Totals
- Total revenue
- $571,137
- Total expenses
- $685,598
- Contributions and grants received
- $548,795
- Grants paid
- $259,506
- Program service revenue
- $0
- Investment income
- $33,279
- Other revenue
- -$10,937
- Total assets, end of year
- $0
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $0
- Program services expenses (Part IX)
- $414,346
- Management and general expenses
- $146,789
- Fundraising expenses
- $124,463
- Program service expenses (Part III)
- $414,346
Program services were 60.4% 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
$2,600
-
1e · Government grants (contributions)
$21,000
-
1f · All other contributions, gifts and grants
$525,195
-
3 · Investment income
total $33,279 · excluded $33,279
-
8a · Fundraising events: gross income
$18,953
-
8a · Fundraising events: contributions included on line 1c
$2,600
-
8b · Fundraising events: direct expenses
$29,890
-
8c · Net income from fundraising events
total -$10,937 · excluded -$10,937
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $259,506 · program services $259,506
-
5 · Compensation of officers, directors and key employees
total $87,318 · program services $27,232 · management and general $31,636 · fundraising $28,450
-
7 · Other salaries and wages
total $118,616 · program services $21,295 · management and general $60,367 · fundraising $36,954
-
9 · Other employee benefits
total $26,266 · program services $5,881 · management and general $12,077 · fundraising $8,308
-
10 · Payroll taxes
total $14,421 · program services $3,335 · management and general $6,513 · fundraising $4,573
-
11g · Fees: other
total $49,013 · program services $17,977 · management and general $16,086 · fundraising $14,950
-
12 · Advertising and promotion
total $125 · program services $125
-
13 · Office expenses
total $8,141 · program services $5,025 · management and general $1,210 · fundraising $1,906
-
14 · Information technology
total $16,169 · program services $11,336 · management and general $1,668 · fundraising $3,165
-
16 · Occupancy
total $10,756 · program services $4,345 · management and general $2,550 · fundraising $3,861
-
19 · Conferences, conventions and meetings
total $2,380 · program services $1,822 · management and general $244 · fundraising $314
-
21 · Payments to affiliates
total $8,886 · program services $3,376 · management and general $3,337 · fundraising $2,173
-
22 · Depreciation, depletion and amortization
total $14,521 · program services $5,867 · management and general $3,441 · fundraising $5,213
-
23 · Insurance
total $3,633 · program services $1,467 · management and general $860 · fundraising $1,306
-
24a · Other expenses: OTHER PROGRAM EXPENSES
total $62,432 · program services $43,276 · management and general $6,448 · fundraising $12,708
-
24b · Other expenses: BANK CHARGES
total $2,140 · program services $1,557 · management and general $221 · fundraising $362
-
24c · Other expenses: MISCELLANEOUS SUPPLIES
total $1,275 · program services $924 · management and general $131 · fundraising $220
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $462,367
-
2 · Savings and temporary cash investments
beginning of year $3,921,419
-
3 · Pledges and grants receivable
beginning of year $904,528
-
4 · Accounts receivable
beginning of year $51,820
-
9 · Prepaid expenses and deferred charges
beginning of year $112,925
-
10c · Land, buildings and equipment, net
beginning of year $1,122,411
-
11 · Investments: publicly traded securities
beginning of year $2,211,238
-
15 · Other assets
beginning of year $136,098
-
17 · Accounts payable and accrued expenses
beginning of year $277,492
-
18 · Grants payable
beginning of year $1,000,000
-
19 · Deferred revenue
beginning of year $50,000
-
23 · Secured mortgages and notes payable
beginning of year $2,613
-
25 · Other liabilities
beginning of year $351,432
-
27 · Net assets without donor restrictions
beginning of year $3,581,515
-
28 · Net assets with donor restrictions
beginning of year $3,659,754
Mission and programs · 2023
Mission
TO CONNECT PEOPLE, ORGANIZATIONS, AND RESOURCES TOGETHER TO CREATE A THRIVING COMMUNITY FOR EVERYONE.
-
COMMUNITY IMPACT: COORDINATES PLANNING AND GRANT MAKING WITH OTHER LOCAL FUNDERS TO BEST MEET HUMAN SERVICE NEEDS; PARTNERS AND INVESTS IN OVER 55 PROGRAMS OF 40 LOCAL NONPROFITS TO ADDRESS THESE IDENTIFIED HUMAN SERVICE NEEDS ACROSS THE COUNTY; MONITORS AND REGULARLY EVALUATES GOVERNANCE, FISCAL CONDITION AND PROGRAM RESULTS OF FUNDED AGENCIES; MANAGES SPECIAL GRANT PROGRAMS; ENSURES COMPLIANCE WITH PATRIOT ACT AND PROCESSES DONOR DESIGNATED GIFTS; SERVES IN VARIOUS COMMUNITY LEADERSHIP ROLES IN ADDRESSING EMERGING HUMAN SERVICE ISSUES.
Expenses $311,389 · Grants $259,506
-
FINANCIAL STABILITY: MANAGE A NATIONAL TAX PROGRAM, VITA (VOLUNTEER INCOME TAX ASSISTANCE) UNDER IRS GUIDANCE TO PROVIDE FREE TAX PREPARATION FOR TAXPAYERS MAKING 54,000 OR LESS. TRAIN AND CERTIFY VOLUNTEERS TO COMPLY WITH TAX REGULATIONS AND ETHICS WHO WILL WORK ONE-ON-ONE WITH ELIGIBLE TAXPAYERS TO PROVIDE TAX PREPARATION AND FILING SERVICES FOR BOTH FEDERAL AND STATE RETURNS. SPECIAL FOCUS IS ON HELPING TAXPAYERS OBTAIN REFUNDABLE CREDITS SUCH AS THE EITC AND STATE OF MICHIGAN HOME HEATING AND PROPERTY TAX CREDITS. THE VITA PROGRAM WAS ABLE TO SERVE CLIENTS IN PERSON, A SCAN AND GO SERVICE, AND 100% VIRTUAL. A COMBINATION OF THESE ALLOWED FOR AN INCREASE IN THE NUMBER OF RETURNS. TOTAL NUMBER OF FEDERAL RETURNS PREPARED WAS 717 WITH THE HELP OF A POOL OF 35 FULLY CERTIFIED AND EXPERIENCED VOLUNTEERS. FINANCIAL COACHING PROVIDES FREE ONE-ON-ONE SUPPORT THAT BUILDS AND SUSTAINS FOUNDATION LEVEL ASSET BUILDING FOR INDIVIDUALS AND FAMILIES WHILE CONNECTING THEM TO OTHER HUMAN AND FINANCIAL SERVICE OFFERINGS. THE ONLY REQUIREMENT FOR RECEIPT OF SERVICES IS A DESIRE TO BECOME MORE FINANCIALLY STABLE.
Expenses $49,923
-
COMMUNITY SERVICE: PROMOTE UNITED WAY CONTRIBUTIONS FROM UNION MEMBERS, RECRUITS VOLUNTEERS FOR UNITED WAY AND OTHER NONPROFITS FROM UNION MEMBERSHIP, AND LINKS FAMILIES THROUGH THE COMMUNITY LABOR COUNCIL AND THE AFL-CIO COMMUNITY SERVICES PROGRAMS.
Expenses $30,928
-
UNITED WAY REGIONAL CALL CENTER 2-1-1 PROVIDES CALLERS WITH INFORMATION ABOUT AND REFERRALS TO HUMAN SERVICES FOR EVERYDAY NEEDS AND IN TIMES OF CRISIS. UNITED WAY REGIONAL CALL CENTER 2-1-1 OFFERS BASIC HUMAN NEEDS RESOURCES, PHYSICAL/MENTAL HEALTH RESOURCES, EMPLOYMENT SUPPORT, SUPPORT FOR OLDER AMERICANS AND PERSONS WITH DISABILITIES, SUPPORT FOR CHILDREN, YOUTH, AND FAMILIES. VOLUNTEER CENTER - PROVIDES THE LARGEST LOCAL LISTING OF VOLUNTEER OPPORTUNITIES IN WASHTENAW COUNTY TO MAKE IT EASY FOR INDIVIDUALS, FAMILIES, AND GROUPS TO ENGAGE IN SERVICE TO THE COMMUNITY. DEI - DIVERSITY, EQUITY AND INCLUSION.
Expenses $22,106
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
PAMELA SMITH
CEO/PRESIDEN
- Total calculated
- $137,112
- From this org
- $136,056
- From related orgs
- $0
- Other
- $1,056
- Hours/week
- 50
-
VALERIE KENNINGS
CFO
- Total calculated
- $45,516
- From this org
- $42,835
- From related orgs
- $0
- Other
- $2,681
- Hours/week
- 40
-
JUSTIN BAGDADY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
ERIK BAKKER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
RICH CHANG
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
STEVE DAY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
HENRY DECKER
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
GREGORY DILL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
MARJORIE DIXON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
GILBERT EBERLY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
CINDY ELLIOTT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
DERRICK JACKSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
DARYL JOHNSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
DIANE KELLER
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
NICOLE KONTYKO
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 0.5
-
LINDA KOOS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
YODIT MESFIN-JOHNSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
MIA MILTON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
REV WILLIE POWELL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
MICHAEL REIN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
CRISTI TOBELMANN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
BRANDON TUCKER
CHAIR
- Total calculated
- $0
- Hours/week
- 1
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
-
SEE ATTACHED
$240,881
SEE ATTACHED
Assets distributed on this return
Schedule N, as filed: what the organization did with its assets when it liquidated or dissolved, or disposed of more than a quarter of them, and who received them. A recipient with an EIN is usually a successor organization; filers also list expenses such as legal fees here.
-
UNITED WAY FOR SOUTHEASTERN MI
$7,630,428
Liquidation · NET ASSETS-SEE ATTACH. · Oct 1, 2023 · 3
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 14 May 2024
- IRS schema version
- 2023v5.0
- Source object
- 202441369349308564
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