Form 990 for tax year 2024
Filed by UNITED WAY OF SOUTHWEST MICHIGAN.
Totals
- Total revenue
- $3,378,513
- Total expenses
- $4,733,654
- Contributions and grants received
- $3,241,961
- Grants paid
- $2,603,630
- Program service revenue
- $36,664
- Investment income
- $99,888
- Other revenue
- $0
- Total assets, end of year
- $4,643,520
- Total liabilities, end of year
- $1,738,637
- Net assets or fund balances, end of year
- $2,904,883
- Program services expenses (Part IX)
- $3,561,060
- Management and general expenses
- $696,721
- Fundraising expenses
- $475,873
- Program service expenses (Part III)
- $3,561,060
Program services were 75.2% 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
$3,241,961
-
2a · Program service revenue: GREAT START
total $36,436 · related or exempt $36,436
-
2b · Program service revenue: OTHER PROGRAM FEES
total $228 · related or exempt $228
-
3 · Investment income
total $79,504 · excluded $79,504
-
7a · Gross sales of assets other than inventory
securities $971,368 · other assets $92,885
-
7b · Less cost or other basis and sales expenses
securities $971,146 · other assets $72,723
-
7c · Gain or loss
securities $222 · other assets $20,162
-
7d · Net gain or loss
total $20,384 · excluded $20,384
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $2,603,630 · program services $2,603,630
-
5 · Compensation of officers, directors and key employees
total $146,132 · program services $105,304 · management and general $39,717 · fundraising $1,111
-
7 · Other salaries and wages
total $927,750 · program services $302,530 · management and general $330,689 · fundraising $294,531
-
9 · Other employee benefits
total $118,817 · program services $38,024 · management and general $36,704 · fundraising $44,089
-
10 · Payroll taxes
total $80,870 · program services $30,485 · management and general $27,992 · fundraising $22,393
-
11c · Fees: accounting
total $11,500 · management and general $11,500
-
11f · Fees: investment management
total $14,996 · management and general $14,996
-
11g · Fees: other
total $152,582 · program services $75,452 · management and general $70,701 · fundraising $6,429
-
12 · Advertising and promotion
total $69,613 · program services $4,102 · management and general $57,329 · fundraising $8,182
-
13 · Office expenses
total $6,029 · program services $2,193 · management and general $2,063 · fundraising $1,773
-
14 · Information technology
total $55,820 · program services $13,228 · management and general $8,494 · fundraising $34,098
-
16 · Occupancy
total $47,705 · program services $14,679 · management and general $21,709 · fundraising $11,317
-
17 · Travel
total $9,913 · program services $5,714 · management and general $2,147 · fundraising $2,052
-
20 · Interest
total $266 · management and general $266
-
21 · Payments to affiliates
total $62,053 · program services $4,680 · management and general $54,981 · fundraising $2,392
-
22 · Depreciation, depletion and amortization
total $34,553 · program services $14,091 · management and general $11,303 · fundraising $9,159
-
24a · Other expenses: SUPPLIES
total $388,701 · program services $345,022 · management and general $5,332 · fundraising $38,347
-
24b · Other expenses: DEVELOPMENT/TRAINING
total $2,724 · program services $1,926 · management and general $798 · fundraising $0
Balance sheet
Part X, book values.
-
2 · Savings and temporary cash investments
beginning of year $542,380 · end of year $558,988
-
3 · Pledges and grants receivable
beginning of year $2,726,730 · end of year $1,874,081
-
4 · Accounts receivable
beginning of year $27,826 · end of year $7,538
-
9 · Prepaid expenses and deferred charges
beginning of year $62,866 · end of year $37,515
-
10a · Land, buildings and equipment: cost or other basis
$1,018,113
-
10b · Land, buildings and equipment: accumulated depreciation
$464,939
-
10c · Land, buildings and equipment, net
beginning of year $656,495 · end of year $553,174
-
12 · Investments: other securities
beginning of year $1,612,180 · end of year $1,376,691
-
15 · Other assets
beginning of year $215,424 · end of year $235,533
-
17 · Accounts payable and accrued expenses
beginning of year $69,829 · end of year $75,863
-
18 · Grants payable
beginning of year $1,460,250 · end of year $1,537,028
-
25 · Other liabilities
beginning of year $114,728 · end of year $125,746
-
27 · Net assets without donor restrictions
beginning of year $1,252,455 · end of year $1,022,035
-
28 · Net assets with donor restrictions
beginning of year $2,946,639 · end of year $1,882,848
Mission and programs · 2024
Mission
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 74 PROGRAMS AT 48 ORGANIZATIONS 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 SECOND YEAR OF THE FUNDING CYCLE, UNITED WAY OF SOUTHWEST MICHIGAN FUNDING HELPED AREA AGENCIES RECEIVE OVER $2,000,000 IN LEVERAGED FUNDS AND IMPACTED OVER 143,000 INDIVIDUALS. THE ORGANIZATION ALSO MOBILIZED 2,224 VOLUNTEERS WHO CONTRIBUTED 12,882 HOURS OF THEIR TIME; A TOTAL VALUE OF $431,401.
Expenses $3,561,060 · Grants $2,603,630 · Revenue $36,664
As filed on the 2024 return.
Listed in Part VII
-
Tim SmithTIM SMITH
OFFICER, BOARD CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
Ron GriesingerRON GRIESINGER
OFFICER, TREASURER
- Total calculated
- $0
- Hours/week
- 2
-
Gokul NairGOKUL NAIR
OFFICER, VICE CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
Alexandra NewmanALEXANDRA NEWMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Glenn CowlesGLENN COWLES
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Maria ZavalaMARIA ZAVALA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Randy HendrixsonRANDY HENDRIXSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Nicole BrittenNICOLE BRITTEN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Kirsten HewittKIRSTEN HEWITT
OFFICER, ASSOCIATE VICE CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
Soroya Pierre VanartsenSOROYA PIERRE VANARTSEN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Matthew McLaughlinMATTHEW MCLAUGHLIN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Colleen ReinhartCOLLEEN REINHART
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Cory ShimulunasCORY SHIMULUNAS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Susan DobrichSUSAN DOBRICH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Anna MurphyANNA MURPHY
PRESIDENT
- Total calculated
- $146,132
- From this org
- $137,004
- From related orgs
- $0
- Other
- $9,128
- Hours/week
- 50
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
-
REGION IV AREA AGENCY ON AGING INC
$215,670
GENERAL SUPPORT
-
$159,250
GENERAL SUPPORT
-
BERRIEN COUNTY HEALTH DEPARTMENT
$134,876
GENERAL SUPPORT
-
BOYS AND GIRLS CLUB OF BENTON HARBOR
$127,400
GENERAL SUPPORT
-
SALVATION ARMY - BENTON HARBOR
$118,300
GENERAL SUPPORT
-
$118,300
GENERAL SUPPORT
-
$96,460
GENERAL SUPPORT
-
GENERAL SUPPORT
-
$94,640
GENERAL SUPPORT
-
$91,000
GENERAL SUPPORT
The 10 largest by cash amount. The API serves every itemized grant.
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 17 November 2025
- IRS schema version
- 2024v5.2
- Source object
- 202523219349308532
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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