2023-08-15T07:20:23-05:00 2023-03-31 383567911 REHMANN ROBSON LLC PO BOX 2025 SAGINAW MI 486052025 990 2022-04-01 381359193 UNITED WAY OF SOUTH CENTRAL MICHIGAN UNIT 2693432524 709 S WESTNEDGE AVE KALAMAZOO MI 49007 CHRISTIPHER SARGENT PRESIDENT & CEO 2693432524 2023-08-14 1 CHRISTIPHER SARGENT 999009999 0 JEFFREY E HERT CPA P00066715 9897999580 2023-08-14 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z CHRISTIPHER SARGENT 709 S WESTNEDGE AVE KALAMAZOO MI 49007 20133805 0 X WWW.UNITEDFORSCMI.ORG X 1926 MI UNITED WAY OF SOUTH CENTRAL MICHIGAN STRIVES FOR CARING, CONNECTED, EQUITABLE COMMUNITIES. 33 33 63 733 0 0 9792929 19308640 0 0 328562 353486 497902 386687 10619393 20048813 9432576 12564634 0 0 2117258 4374672 0 0 1249364 1942110 3810379 13491944 20749685 -2872551 -700872 21915676 32086707 2547755 5009025 19367921 27077682 X WE BRING TOGETHER THE PEOPLE, IDEAS AND RESOURCES TO LEAD WITH OUR COMMUNITIES AND CREATE A FLOURISHING, EQUITABLE LIFE FOR EVERYONE. 0 0 5454257 5454257 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 4934540 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. 1522134 1522134 DONOR DESIGNATIONS UWSCMI ALLOWS DONORS TO DESIGNATE GIFTS TO OTHER UNITED WAYS OR OTHER QUALIFYING AGENCIES, FURTHER EXPANDING COMMUNITY IMPACT. 5588242 5588242 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. 5588242 5588242 17499173 1 1 0 0 0 0 0 0 1 1 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 205 9 1 63 1 0 0 0 0 0 0 0 0 0 0 0 0 X 33 33 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MI X X TIMOTHY BERGSMA 2693432524 709 S WESTNEDGE AVE KALAMAZOO MI 49007 L ROBERT MCCONNELL BOARD CHAIR 5.00 X X 0 0 0 JAMES JOHNSON JR VICE CHAIR 5.00 X X 0 0 0 CARLA THOMPSON PAYTON 2ND VICE CHAIR 5.00 X X 0 0 0 ERIK DECKER TREASURER 5.00 X X 0 0 0 CONNER WOOD SECRETARY 5.00 X X 0 0 0 BECKY BALDWIN MEMBER 1.00 X 0 0 0 DEBRA BITTNER MEMBER 1.00 X 0 0 0 JIM BONGIORNO MEMBER 1.00 X 0 0 0 DYLAN CROTTY MEMBER 1.00 X 0 0 0 REBECCA FLEURY MEMBER 1.00 X 0 0 0 BEN FRANTZ MEMBER 1.00 X 0 0 0 GABRIEL GIRON MEMBER 1.00 X 0 0 0 MARCUS GLASS MEMBER 1.00 X 0 0 0 ASH GOEL MD MEMBER 1.00 X 0 0 0 UNAA HOLINESS MEMBER 1.00 X 0 0 0 MIKE HUERTA MEMBER 1.00 X 0 0 0 SHALANDA HUNT MEMBER 1.00 X 0 0 0 KAY KECK MEMBER 1.00 X 0 0 0 MAUREEN KEENE MEMBER 1.00 X 0 0 0 JAMES LIGGINS JR IMMEDIATE PAST CHAIR 1.00 X 0 0 0 RHONDA NEWMAN MEMBER 1.00 X 0 0 0 JEREMY PATTERSON MEMBER 1.00 X 0 0 0 JAMIE RABE MEMBER 1.00 X 0 0 0 CHERYL RAGLAND MEMBER 1.00 X 0 0 0 CARRIE SCHNEIDER MEMBER 1.00 X 0 0 0 STEPHANIE SLINGERLAND MEMBER 1.00 X 0 0 0 LUCI SOLIS MEMBER 1.00 X 0 0 0 COLLEEN SULLIVAN MEMBER 1.00 X 0 0 0 CHRIS TYLER MEMBER 1.00 X 0 0 0 SATYA VEERAPANENI MEMBER 1.00 X 0 0 0 LISA WEBB SHARPE MEMBER 1.00 X 0 0 0 ASHLEE WILLIS MEMBER 1.00 X 0 0 0 TED YKIMOFF MEMBER 1.00 X 0 0 0 JONATHAN BYRD MEMBER - PARTIAL YEAR 1.00 X 0 0 0 DOUG SCOTT MEMBER - PARTIAL YEAR 1.00 X 0 0 0 CASANDRA WATSON MEMBER - PARTIAL YEAR 1.00 X 0 0 0 CHRISTIPHER SARGENT PRESIDENT & CEO 40.00 X 181909 0 32724 TIMOTHY BERGSMA CFO AS OF 7/25/22 40.00 X 59850 0 14341 ALYSSA STEWART CHIEF IMPACT OFFICER 40.00 X 116895 0 12775 358654 0 59840 2 0 1 0 SEBER TANS PLC 555 WEST CROSSTOWN PARKWAY STE 304 KALAMAZOO MI 49008 CONTRACTED CFO 111680 1 6880010 12428630 105129 19308640 353261 353261 198091 0 198091 198091 198091 85217 84992 225 225 225 MISCELLANEOUS 900099 133663 133663 PROFESSIONAL SERVICES REVENUE 900099 54933 54933 188596 20048813 198091 0 542082 12564634 12564634 479398 263783 123402 92213 3050547 1672838 785436 592273 257616 144319 66225 47072 341346 191226 87749 62371 245765 133273 62643 49849 33821 19148 10951 3722 135609 135609 82254 82254 1464893 1269779 75363 119751 151186 41781 10194 99211 11916 2940 7075 1901 588244 416627 121353 50264 136084 79782 34556 21746 50680 24852 15233 10595 34753 24927 7958 1868 277360 277360 153275 118963 17840 16472 40618 23429 8794 8395 BAD DEBT 182168 182168 RENTAL AND MAINTENANCE 153241 96894 29143 27204 PROGRAM EXPENSES 105205 105205 TELEPHONE 55024 38327 6850 9847 154048 84278 35160 34610 20749685 17499173 2001148 1249364 X 14913 1125732 3489159 8009132 5882900 5336686 632795 994606 274046 37451 6245040 4088810 825341 2156230 9743895 10031483 1052627 3951306 0 444081 21915676 32086707 697607 1059748 1850148 2359323 0 1098339 0 491615 2547755 5009025 X 7642338 11973011 11725583 15104671 19367921 27077682 21915676 32086707 X -700872 -874898 9285531 X X 0 1 X 1 0 X 10677431 11671287 20408244 9792929 19308640 71858531 10677431 11671287 20408244 9792929 19308640 71858531 11497375 60361156 283308 258427 296053 332423 488577 1658788 122112 138172 754858 483327 67388 1565857 75083176 0.80390 0.83300 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2018 AMOUNT: $ 122,112. 2019 AMOUNT: $ 8,588. 2020 AMOUNT: $ 450,120. 2021 AMOUNT: $ 230,840. 2022 AMOUNT: $ 12,455. PROFESSIONAL SERVICES REVENUE - 2018 AMOUNT: $ 0. 2019 AMOUNT: $ 129,584. 2020 AMOUNT: $ 304,738. 2021 AMOUNT: $ 252,487. 2022 AMOUNT: $ 54,933. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 0 612643 414064 198579 0 1028593 -62038 966555 998892 29701 1028593 250000 753331 -4439 998892 250000 6668 6668 250000 250000 6977 6977 250000 1.00000 1 0 609364 609364 3964402 2638429 1325973 582039 417425 164614 1089235 1032956 56279 2156230 BENEFICIAL INTEREST IN FUNDS 3951306 C 3951306 OPERATING LEASE OBLIGATIONS 491615 491615 X 17612381 -585677 -246367 -832044 18444425 1604388 1604388 20048813 19188151 42854 42854 19145297 1604388 1604388 20749685 PART IV, LINE 1B: THERE ARE A NUMBER OF ORGANIZATIONS THAT ACT AS INDEPENDENT ORGANIZATIONS WITH UNITED WAY OF SOUTH CENTRAL MICHIGAN AS THE FINANCIAL FIDUCIARY. THE ASSETS ARE NOT OWNED BY UNITED WAY OF SOUTH CENTRAL MICHIGAN. PART V, LINE 4: ENDOWMENT FUNDS ARE USED TO SUPPORT THE GENERAL OPERATIONS OF THE ORGANIZATION. PART X, LINE 2: THE ORGANIZATION HAS EVALUATED ITS INCOME TAX FILING POSITIONS FOR FISCAL YEARS 2019 THROUGH 2022, THE YEARS WHICH REMAIN SUBJECT TO EXAMINATION AS OF MARCH 31, 2023. THE ORGANIZATION CONCLUDED THAT THERE ARE NO SIGNIFICANT UNCERTAIN TAX POSITIONS REQUIRING RECOGNITION IN THE ORGANIZATION'S CONSOLIDATED FINANCIAL STATEMENTS. THE ORGANIZATION DOES NOT EXPECT THE TOTAL AMOUNT OF UNRECOGNIZED TAX BENEFITS ("UTB") (E.G. TAX DEDUCTIONS, EXCLUSIONS, OR CREDITS CLAIMED OR EXPECTED TO BE CLAIMED) TO SIGNIFICANTLY CHANGE IN THE NEXT 12 MONTHS. THE ORGANIZATION DOES NOT HAVE ANY AMOUNTS ACCRUED FOR INTEREST AND PENALTIES RELATED TO UTBS AT MARCH31,2023, AND IS NOT AWARE OF ANY CLAIMS FOR SUCH AMOUNTS BY FEDERAL OR STATE INCOME TAX AUTHORITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF BENEFICIAL INTEREST IN FUNDS -289,221. IN KIND DONATIONS 42,854. PART XI, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATIONS 1,522,134. INVESTMENT MANAGEMENT FEE 82,254. PART XII, LINE 2D - OTHER ADJUSTMENTS: IN KIND EXPENSES 42,854. PART XII, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATIONS 1,522,134. INVESTMENT MANAGEMENT FEE 82,254. 1 ADVENT HOUSE MINISTRIES INC 743 N MARTIN LUTHER KING JR BLVD LANSING MI 48915 382746052 501C3 45119 0 DESIGNATIONS & YOUTH, AGES 16-24, HAVE SUPPORT NEEDED TO EARN A LIFE SUSTAINING WAGE ALLEGAN COUNTY UNITED WAY PO BOX 1858 HOLLAND MI 49422 383522782 501C3 5967 0 DONOR DESIGNATIONS AMERICAN RED CROSS - KALAMAZOO CHAPTER 5640 VENTURE COURT KALAMAZOO MI 49009 530196605 501C3 35397 0 DONOR DESIGNATIONS AWARE INC 704 W MICHIGAN AVE JACKSON MI 49204 237118921 501C3 33824 0 DESIGNATIONS & RESIDENTIAL SERVICES BARRY COUNTY UNITED WAY 231 S BROADWAY ST HASTINGS MI 49058 386062803 501C3 7468 0 DONOR DESIGNATIONS BATTLE CREEK PUBLIC SCHOOLS 3 WEST VAN BUREN ST BATTLE CREEK MI 49017 386000746 115 17898 0 DESIGNATIONS & FOOD BIG BROTHERS BIG SISTERS OF SOUTHWEST MICHIGAN 3501 COVINGTON RD KALAMAZOO MI 49001 381720832 501C3 69878 0 DESIGNATIONS & SOCIAL EMOTIONAL WELLBEING BOYS & GIRLS CLUB OF GREATER KALAMAZOO 4000 PORTAGE ST STE 201 KALAMAZOO MI 49001 381627080 501C3 100136 0 DESIGNATIONS & SOCIAL EMOTIONAL WELLBEING BOYS & GIRLS CLUB OF LANSING 4315 PLEASANT GROVE RD LANSING MI 48910 381788281 501C3 43705 0 DESIGNATIONS & CHILD SUCCESS -CHILDREN ARE READY TO LEARN AND THRIVE THROUGH SCHOOL BRONSON HEALTHCARE GROUP PO BOX 4073 KALAMAZOO MI 49003 382415081 501C3 19000 0 DESIGNATIONS & SOCIAL EMOTIONAL WELLBEING BURMESE AMERICAN INITIATIVE 765 UPTON AVE SPRINGFIELD MI 49037 453441524 501C3 50400 0 DESIGNATIONS & SOCIAL EMOTIONAL WELLBEING CALHOUN COUNTY TREASURER 190 E MICHIGAN AVENUE BATTLE CREEK MI 49014 386004358 115 65250 0 DESIGNATIONS & PHYSICAL, MENTAL, AND BEHAVIORAL HEALTH FOR FAMILY AND INFANT CALHOUN INTERMEDIATE SCHOOL DISTRICT 17111 G DRIVE NORTH MARSHALL MI 49068 386062816 115 45296 0 DESIGNATIONS & EARLY CHILDHOOD SUCCESS AND KINDERGARTEN READINESS CAPITAL AREA HUMANE SOCIETY 7095 W GRAND RIVER AVE LANSING MI 48906 381601542 501C3 32102 0 DONOR DESIGNATIONS CARE FREE MEDICAL 1100 W SAGINAW ST LANSING MI 48915 141909938 501C3 9336 0 DESIGNATIONS & INDIVIDUALS HAVE ACCESS TO HEALTH CARE SERVICES AND SUPPORTS CATHOLIC CHARITIES - DIOCESE OF KALAMAZOO 1819 GULL ROAD KALAMAZOO MI 49048 382072348 501C3 178952 0 DESIGNATIONS & PHYSICAL, MENTAL, AND BEHAVIORAL HEALTH FOR FAMILY AND INFANT CENTRICA CARE NAVIGATORS 7100 STADIUM DR KALAMAZOO MI 49009 382293985 501C3 8080 0 DONOR DESIGNATIONS CHARITABLE UNION 85 CALHOUN STREET BATTLE CREEK MI 49017 381405611 501C3 87017 0 DESIGNATIONS & OTHER BASIC NECESSITIES CHC CREATING HEALTHIER COMMUNITIES 1199 N FAIRFAX ST STE 600 ALEXANDRIA VA 22314 136167225 501C3 11764 0 DONOR DESIGNATIONS CHILD AND FAMILY CHARITIES 4287 FIVE OAKS DRIVE LANSING MI 48911 382118108 501C3 68163 0 DESIGNATIONS & YOUTH, AGES 16-24, HAVE SUPPORT NEEDED TO EARN A LIFE SUSTAINING WAGE CHILD CARE NETWORK 3941 RESEARCH PARK DR SUITE C ANN ARBOR MI 48108 382160250 501C3 22232 0 DESIGNATIONS & FAMILY SUPPORT PROGRAM (FSP) COMMUNITIES IN SCHOOLS OF MICHIGAN INC 721 N CAPITOL AVE STE 1 LANSING MI 48906 453736821 501C3 43255 0 DESIGNATIONS & SOCIAL EMOTIONAL WELLBEING COMMUNITY ACTION 175 MAIN ST PO BOX 1026 BATTLE CREEK MI 49016 381794361 501C3 239805 0 DESIGNATIONS & STABLE & AFFORDABLE HOUSING COMMUNITY HEALING CENTERS 2615 STADIUM DR KALAMAZOO MI 49008 381961500 501C3 106938 0 DESIGNATIONS &AWARENESS, EDUCATION, AND ENGAGEMENT COMMUNITY HOMEWORKS 810 BRYANT ST KALAMAZOO MI 49001 271037159 501C3 54870 0 DONOR DESIGNATIONS CRISTO REY COMMUNITY CENTER 1717 N HIGH ST LANSING MI 48906 381779460 501C3 7368 0 DONOR DESIGNATIONS DISABILITY NETWORK CAPITAL AREA 2812 N MARTIN LUTHER KING JR BLVD LANSING MI 48906 382154463 501C3 19817 0 DESIGNATIONS & BARRIER REMOVAL/FOOD/SHELTER/OTHER BASIC NECESSITIES DUNGYTREEI HERITAGE FOUNDATION 245 E ROBINSON STREET JACKSON MI 49203 850701492 501C3 15000 0 DESIGNATIONS & GRASSROOTS GRANT EL CONCILIOHISPANIC AMERICAN COUNCIL 930 LAKE STREET KALAMAZOO MI 49001 382437758 501C3 53668 0 DESIGNATIONS & EARLY CHILDHOOD SUCCESS AND KINDERGARTEN READINESS ELE'S PLACE 1145 W OAKLAND AVE LANSING MI 48915 382976751 501C3 16249 0 DONOR DESIGNATIONS EVE INC PO BOX 14149 LANSING MI 48901 382211520 501C3 18845 0 DESIGNATIONS & INDIVIDUALS HAVE THEIR EMERGENCY SHELTER AND PROVISIONAL NEEDS MET FAMILY & CHILDREN SERVICES INC 1608 LAKE STREET KALAMAZOO MI 49001 382118101 501C3 133543 0 DESIGNATIONS & AWARENESS, EDUCATION, AND ENGAGEMENT FAMILY ENRICHMENT CENTER 415 SOUTH 28TH STREET BATTLE CREEK MI 49015 383243665 501C3 38475 0 DESIGNATIONS & BARRIER REMOVAL/FOOD/SHELTER/OTHER BASIC NECESSITIES FAMILY SERVICE & CHILDRENS AID 306 W MICHIGAN AVENUE JACKSON MI 49201 386028838 501C3 69919 0 DESIGNATIONS & JACKSON COUNTY CLINICAL COUNSELING VOUCHER PROGRAM FIRST DAY SHOE FUND 4120 OLD FIELD TRAIL KALAMAZOO MI 49008 204881364 501C3 5616 0 DONOR DESIGNATIONS GFM THE SYNERGY CENTER 625 HARRISON STREET KALAMAZOO MI 49007 200034091 501C3 36304 0 DONOR DESIGNATIONS GOODWILL INDUSTRIES OF CENTRAL MICHIGAN'S HEARTLAND 4820 WAYNE RD BATTLE CREEK MI 49037 381426892 501C3 85474 0 DESIGNATIONS & WORKFORCE & INCOME SUPPORTS FOR LOW-INCOME AND WORKING INDIVIDUALS GOODWILL INDUSTRIES OF SW MI 420 E ALCOTT STREET KALAMAZOO MI 49001 381558550 501C3 54083 0 DESIGNATIONS & WORKFORCE & INCOME SUPPORTS FOR LOW-INCOME AND WORKING INDIVIDUALS GRACE HEALTH 181 W EMMETT ST BATTLE CREEK MI 49037 382679075 501C3 151575 0 DESIGNATIONS & PHYSICAL, MENTAL, AND BEHAVIORAL HEALTH FOR FAMILY AND INFANT GREAT START COLLABORATIVE-JACKSON 6700 BROWNS LAKE RD JACKSON MI 49201 381710621 501C3 15000 0 DESIGNATIONS & TRUSTED ADVISORS GREATER KINGDOM INTERNATIONAL 50 SPENCER ST BATTLE CREEK MI 49014 562298725 501C3 106425 0 DONOR DESIGNATIONS GRYPHON PLACE 3245 S 8TH ST KALAMAZOO MI 49009 382808685 501C3 53679 0 DESIGNATIONS & SOCIAL EMOTIONAL WELLBEING GULL LAKE AREA COMMUNITY VOLUNTEERS INC PO BOX 352 RICHLAND MI 49083 382623473 501C3 10000 0 DONOR DESIGNATIONS HABITAT FOR HUMANITY CAPITAL REGION 1941 BENJAMIN DR LANSING MI 48906 382716658 501C3 18017 0 DESIGNATIONS & INDIVIDUALS HAVE ACCESS TO HEALTH CARE SERVICES AND SUPPORTS HAVEN HOUSE 121 WHITEHILLS DR EAST LANSING MI 48823 382433890 501C3 20481 0 DESIGNATIONS & INDIVIDUALS HAVE THEIR EMERGENCY SHELTER AND PROVISIONAL NEEDS MET (INCLUSIVE OF BUT NOT LIMITED TO, HOMELESSNESS, SAFETY FROM VIOLENCE AND DISASTER) HAVEN OF REST MINISTRIES 11 GREEN STREET BATTLE CREEK MI 49014 386122756 501C3 68520 0 DONOR DESIGNATIONS HEART OF WEST MICHIGAN UNITED WAY 118 COMMERCE AVE SW STE 100 GRAND RAPIDS MI 49503 381360923 501C3 8408 0 DONOR DESIGNATIONS HOUSING RESOURCES INC 420 E ALCOTT STREET SUITE 200 KALAMAZOO MI 49007 382474879 501C3 241967 0 DESIGNATIONS & STABLE & AFFORDABLE HOUSING HOUSING SERVICES MID MICHIGAN 319 S COCHRAN AVE CHARLOTTE MI 48813 383245099 501C3 37936 0 DESIGNATIONS & YOUTH, AGES 16-24, HAVE SUPPORT NEEDED TO EARN A LIFE SUSTAINING WAGE IMAGINE PLANET 632 E MICHIGAN JACKSON MI 49203 473332294 501C3 7000 0 DESIGNATIONS & GRASSROOTS GRANT IMPRESSION 5 SCIENCE CENTER 200 MUSEUM DR LANSING MI 48933 237200548 501C3 17695 0 DESIGNATIONS & CHILD SUCCESS -CHILDREN ARE READY TO LEARN AND THRIVE THROUGH SCHOOL INGHAM GREAT START COLLABORATIVE 2630 WEST HOWELL ROAD MASON MI 48854 381737701 501C3 38684 0 DESIGNATIONS & CHILD SUCCESS -CHILDREN ARE READY TO LEARN AND THRIVE THROUGH SCHOOL ISLAMIC SOCIETY OF GREATER LANSING 920 S HARRISON RD EAST LANSING MI 48823 382373418 501C3 22003 0 DESIGNATIONS & PARENTS SUCCESS AS CHILD'S 1ST EDUCATOR JACKSON COUNTY HEALTH DEPT 1715 LANSING AVE JACKSON MI 49202 386004845 115 32495 0 DESIGNATIONS & TEEN PREGNANCY PREVENTION INITIATIVE AND THE TRANSPARENCY PROJECT KALAMAZOO COMMUNITY FOUNDATION 402 E MICHIGAN AVE KALAMAZOO MI 49007 383333202 501C3 33495 0 DONOR DESIGNATIONS KALAMAZOO COUNTY 201 W KALAMAZOO AVE KALAMAZOO MI 49007 273342489 115 130500 0 DESIGNATIONS & PHYSICAL, MENTAL, AND BEHAVIORAL HEALTH FOR FAMILY AND INFANT KALAMAZOO COUNTY READY 4S 259 W MICHIGAN AVENUE SUITE 209 KALAMAZOO MI 49007 273342489 501C3 79825 0 DESIGNATIONS & EARLY CHILDHOOD SUCCESS AND KINDERGARTEN READINESS KALAMAZOO DROP-IN CHILD CARE CENTER 345 W MICHIGAN AVENUE KALAMAZOO MI 49007 381359203 501C3 19255 0 DESIGNATIONS & EARLY CHILDHOOD SUCCESS AND KINDERGARTEN READINESS KALAMAZOO NEIGHBORHOOD HOUSING SERVICES 1219 SOUTH PARK STREET KALAMAOO MI 49001 382391442 501C3 49500 0 DESIGNATIONS & BARRIER REMOVAL KALAMAZOO RESA 1819 EAST MILHAM ROAD KALAMAZOO MI 49002 381709020 501C3 113060 0 DESIGNATIONS & EARLY CHILDHOOD SUCCESS AND KINDERGARTEN READINESS KALAMAZOO YOUTH DEVELOPMENT NETWORK 912 N BURDICK STREET KALAMAZOO MI 49007 824427471 501C3 33750 0 DESIGNATIONS & SOCIAL EMOTIONAL WELLBEING LEGAL AID OF WEST MICHIGAN 201 W KALAMAZOO SUITE 427 KALAMAZOO MI 49007 382156874 501C3 53334 0 DESIGNATIONS & STABLE & AFFORDABLE HOUSING LEGAL SERVICES OF SC MI 123 W TERRITORIAL RD BATTLE CREEK MI 49015 381845444 501C3 77011 0 DESIGNATIONS & STABLE & AFFORDABLE HOUSING LEGAL SERVICES OF SOUTH CENTRAL MICHIGAN 15 S WASHINGTON YPSILANTI MI 48197 381845444 501C3 10882 0 DESIGNATIONS & INDIVIDUALS HAVE THEIR EMERGENCY SHELTER AND PROVISIONAL NEEDS MET (INCLUSIVE OF BUT NOT LIMITED TO, HOMELESSNESS, SAFETY FROM VIOLENCE AND DISASTER) LENDING HANDS OF MICHIGAN INC 4570 COMMERCIAL AVE STE E PORTAGE MI 49002 320146465 501C3 7963 0 DONOR DESIGNATIONS LILY MISSIONS CENTER PO BOX 421 JACKSON MI 49204 383469813 501C3 46120 0 DESIGNATIONS & FINANCIAL LITERACY AT THE AFTER SCHOOL PROGRAM MANY HANDS COMMUNITY SERVICES 1288 W GRAND RIVER AVE STE 400 WILLIAMSTON MI 48895 454444119 501C3 10210 0 DESIGNATIONS & GRASSROOTS GRANT MICHIGAN ADVOCACY PROGRAM 15 S WASHINGTON ST YPSILANTI MI 48197 381845444 501C3 71968 0 DONOR DESIGNATIONS MICHIGAN STATE UNIVERSITY 535 CHESTNUT RD RM 300 EAST LANSING MI 48824 386005984 501C3 39617 0 DESIGNATIONS & PARENTS SUCCESS AS CHILD'S 1ST EDUCATOR MICHIGAN WORKS SOUTHWEST 1601 S BURDICK ST KALAMAZOO MI 49001 381360419 501C3 23750 0 DESIGNATIONS & WORKFORCE & INCOME SUPPORTS FOR LOW-INCOME AND WORKING INDIVIDUALS MILESTONE SENIOR SERVICES 918 JASPER ST KALAMAZOO MI 49001 381747660 501C3 96522 0 DONOR DESIGNATIONS MINISTRY WITH COMMUNITY 500 N EDWARDS STREET KALAMAZOO MI 49007 382596981 501C3 74492 0 DESIGNATIONS & BARRIER REMOVAL/FOOD/SHELTER/OTHER BASIC NECESSITIES MRC INDUSTRIES INC 2538 S 26TH ST KALAMAZOO MI 49048 381911437 501C3 63223 0 DESIGNATIONS & WORKFORCE & INCOME SUPPORTS FOR LOW-INCOME AND WORKING INDIVIDUALS MSU - STRYKE FORCE 4-H FIRST ROBOTICS 201 W KALAMAZOO AVE KALAMAZOO MI 49007 371701735 115 5589 0 DONOR DESIGNATIONS MY PLACE INC 406 S BLACKSTONE JACKSON MI 49203 383079910 501C3 10000 0 DESIGNATIONS & GRASSROOTS GRANT NEIGHBORHOODS INC 47 N WASHINGTON BATTLE CREEK MI 49017 382375773 501C3 23750 0 DESIGNATIONS & STABLE & AFFORDABLE HOUSING NEW GENESIS INC 1225 PATERSON STREET KALAMAZOO MI 49007 382338855 501C3 34269 0 DESIGNATIONS & EARLY GRADE READING ACHIEVEMENT NEW LEVEL SPORTS 400 W MICHIGAN AVE BATTLE CREEK MI 49017 010582339 501C3 97440 0 DESIGNATIONS & SOCIAL EMOTIONAL WELLBEING NONPROFIT NETWORK 209 E WASHINGTON AVE SUITE 430 JACKSON MI 49201 383444092 501C3 18869 0 DONOR DESIGNATIONS NORTHWEST INITIATIVE 510 W OTTAWA ST 2ND FLR LANSING MI 48933 061674223 501C3 6215 0 DESIGNATIONS & INDIVIDUALS AND FAMILIES HAVE ACCESS TO ESSENTIAL LIFE SUSTAINING NEEDS PORTAGE COMMUNITY CENTER 325 E CENTRE AVE KALAMAZOO MI 49002 382178011 501C3 46340 0 DESIGNATIONS & BARRIER REMOVAL/FOOD/SHELTER/OTHER BASIC NECESSITIES PREVENTION WORKS OF SOUTHWEST MI 611 WHITCOMB SUITE A KALAMAZOO MI 49008 383264831 501C3 30679 0 DESIGNATIONS & SOCIAL EMOTIONAL WELLBEING READ AND WRITE KALAMAZOO 802 S WESTNEDGE AVE KALAMAZOO MI 49008 475372831 501C3 29449 0 DESIGNATIONS & EARLY GRADE READING ACHIEVEMENT REFUGEE DEVELOPMENT CENTER 600 W MAPLE ST STE A LANSING MI 48906 263936253 501C3 35869 0 DESIGNATIONS & PARENTS SUCCESS AS CHILD'S 1ST EDUCATOR REGION 3B AREA ON AGING 200 WEST MICHIGAN AVE BATTLE CREEK MI 49017 383013931 501C3 23750 0 DESIGNATIONS & BARRIER REMOVAL/FOOD/SHELTER/OTHER BASIC NECESSITIES RESOLUTION SERVICES CENTER OF CENTRAL MICHIGAN 516 S CREYTS RD STE A LANSING MI 48917 383275730 501C3 7176 0 DESIGNATIONS & CHILD SUCCESS -CHILDREN ARE READY TO LEARN AND THRIVE THROUGH SCHOOL RISE 165 N WASHINGTON BATTLE CREEK MI 49037 823730738 501C3 64525 0 DONOR DESIGNATIONS ROOTEAD ENRICHMENT CENTER 505 E KALAMAZOO AVE STE 3 KALAMAZOO MI 49007 471161414 501C3 47935 0 DESIGNATIONS & PHYSICAL, MENTAL, AND BEHAVIORAL HEALTH FOR FAMILY AND INFANT SAFE PLACE PO BOX 199 BATTLE CREEK MI 49016 382436401 501C3 71546 0 DESIGNATIONS & BARRIER REMOVAL/FOOD/SHELTER/OTHER BASIC NECESSITIES SAFE & JUST MICHIGAN 521 SEYMOUR AVE LANSING MI 48933 383520445 501C3 17767 0 DESIGNATIONS & NATION OUTSIDE SAVE OUR YOUTH 110 LINCOLN COURT JACKSON MI 49203 475664864 501C3 34856 0 DESIGNATIONS & GRASSROOTS GRANT SHARE CENTER 120 GROVE STREET BATTLE CREEK MI 49015 383022871 501C3 65499 0 DESIGNATIONS & BARRIER REMOVAL/FOOD/SHELTER/OTHER BASIC NECESSITIES SLD READ 5250 LOVERS LANE SUITE LL 100 KALAMAZOO MI 49007 382055709 501C3 61676 0 DESIGNATIONS & EARLY GRADE READING ACHIEVEMENT SOUTH COUNTY COMMUNITY SERVICES 606 SPRUCE ST VICKSUBRG MI 49097 381961745 501C3 41407 0 DESIGNATIONS & BARRIER REMOVAL/FOOD/SHELTER/OTHER BASIC NECESSITIES SOUTH MICHIGAN FOOD BANK 5451 WAYNE RD BATTLE CREEK MI 49037 382445948 501C3 202690 0 DESIGNATIONS & FOOD SOUTHWESTERN MICHIGAN URBAN LEAGUE 172 W VAN BUREN ST BATTLE CREEK MI 49017 381817220 501C3 60795 0 DESIGNATIONS & EARLY GRADE READING ACHIEVEMENT ST LUKES EPISCOPAL CHURCH - PIH 247 W LOVELL KALAMAZOO MI 49007 381369613 501C3 33646 0 DESIGNATIONS & OTHER BASIC NECESSITIES ST VINCENT CATHOLIC CHARITIES 2800 W WILLOW ST LANSING MI 48917 381360530 501C3 20997 0 DONOR DESIGNATIONS STARR COMMONWEALTH 13725 STARR COMMONWEALTH RD ALBION MI 49224 381359593 501C3 28718 0 DESIGNATIONS & SOCIAL EMOTIONAL WELLBEING STUDENT ADVOCACY 124 PEARL STREET SUITE 504 YPSILANTI MI 48197 382058667 501C3 28933 0 DESIGNATIONS & EDUCATION ADVOCACY THE ARC OF CALHOUN COUNTY 44 WEST MICHIGAN AVE BATTLE CREEK MI 49017 381734960 501C3 43200 0 DESIGNATIONS & SOCIAL EMOTIONAL WELLBEING THE DAVIES PROJECT FOR MID-MI CHILDREN 230 BINGHAM ST 100 LANSING MI 48912 461209200 501C3 16968 0 DESIGNATIONS & INDIVIDUALS HAVE ACCESS TO HEALTH CARE SERVICES AND SUPPORTS THE SALVATION ARMY - BATTLE CREEK PO BOX 93 400 CAPITAL AVE NE BATTLE CREEK MI 49017 381370971 501C3 85670 0 DESIGNATIONS & FOOD THE SALVATION ARMY - KALAMAZOO 1700 S BURDICK ST KALAMAZOO MI 49001 362167910 501C3 65836 0 DESIGNATIONS & FOOD THE SALVATION ARMY - LANSING 525 N PENNSYLVANIA AVE LANSING MI 48912 362167910 501C3 5371 0 DONOR DESIGNATIONS TRI COUNTY LABOR AGENCY FOR HUMAN 5906 MORGAN ROAD BATTLE CREEK MI 49017 382181989 501C3 41310 0 DESIGNATIONS & FOOD UNITED WAY FOR SOUTHEASTERN MICHIGAN 660 WOODWARD AVE STE 300 DETROIT MI 48226 203099071 501C3 8163 0 DONOR DESIGNATIONS UNITED WAY OF SOUTHWEST MICHIGAN PO BOX 288 SAINT JOSEPH MI 49085 381358411 501C3 28546 0 DONOR DESIGNATIONS UNITED WAY OF WASHTENAW COUNTY 2305 PLATT ROAD ANN ARBOR MI 48104 381951024 501C3 6338 0 DONOR DESIGNATIONS URBAN ALLIANCE INC 1009 E STOCKBRIDGE AVE KALAMAZOO MI 49008 204969751 501C3 70342 0 DESIGNATIONS & WORKFORCE & INCOME SUPPORTS FOR LOW-INCOME AND WORKING INDIVIDUALS VOCES 520 W MICHIGAN AVE BATTLE CREEK MI 49037 273586666 501C3 150864 0 DESIGNATIONS & WORKFORCE & INCOME SUPPORTS FOR LOW-INCOME AND WORKING INDIVIDUALS WASHINGTON HEIGHTS UNITED METHODIST CHURCH 153 WOOD ST N BATTLE CREEK MI 49037 852939244 501C3 64751 0 DESIGNATIONS & FOOD WMU HOMER STRYKER MD SCHOOL OF MEDICINE 300 PORTAGE STREET KALAMAZOO MI 49007 454135256 115 80893 0 DESIGNATIONS & AWARENESS, EDUCATION, AND ENGAGEMENT YMCA OF GREATER KALAMAZOO 1001 W MAPLE ST KALAMAZOO MI 49008 381360592 501C3 19966 0 DESIGNATIONS & EARLY GRADE READING ACHIEVEMENT YOUNG PEOPLE OF PURPOSE PO BOX 1206 JACKSON MI 49204 814766218 501C3 15000 0 DESIGNATIONS & GRASSROOTS GRANT YOUNG WOMEN'S CHRISTIAN ASSOC OF KALAMAZOO 353 E MICHIGAN AVENUE KALAMAZOO MI 49007 381360598 501C3 442281 0 DESIGNATIONS & PHYSICAL, MENTAL, AND BEHAVIORAL HEALTH FOR FAMILY AND INFANT 116 PART I, LINE 2: AGENCIES RECEIVING ALLOCATIONS ARE MONITORED FROM THE POINT OF APPLICATION THROUGH FINAL REPORTING. THE APPLICATION PROCESS INCLUDES EXPLANATION OF THE PROPOSED USE AND RESULTS FROM THE USE OF FUNDING, A FINANCIAL REVIEW OF THE ORGANIZATION TO GAIN A LEVEL OF ASSURANCE THAT THE ORGANIZATION FOLLOWS SOUND FISCAL POLICIES, AND VERIFICATION OF PATRIOT ACT COMPLIANCE. GRANTEES PROVIDE ANNUAL REPORTS THAT ARE USED TO VERIFY THAT ALL FUNDING HAS BEEN USED FOR THE PURPOSES INTENDED. AGENCIES RECEIVING DONOR DESIGNATIONS ARE MONITORED BY VERIFICATION OF COMPLICANCE WITH THE PROVISIONS OF THE PATRIOT ACT AND VERIFICATION OF CURRENT STATUS AS ELIGIBLE TO RECEIVE CHARITABLE CONTRIBUTIONS. USE OF THESE FUNDS ARE NOT MONITORED AS THEY ARE CONSIDERED PASS THROUGH DOLLARS TO THE RESPECTIVE AGENCIES. X 1 1 X X X 0 0 0 0 0 0 0 0 0 CHRISTIPHER SARGENT PRESIDENT & CEO 181909 0 0 0 0 0 18191 0 14533 0 214633 0 0 0 PART I, LINE 1A THE CEO RECEIVED A DISCRETIONARY SPENDING ACCOUNT. THIS IS NOT TREATED AS TAXABLE COMPENSATION TO THE CEO. X 11 105129 FMV 0 0 1 PART I, LINE 32B: DONATED PUBLICLY TRADED SECURITIES ARE TRANSFERRED TO A BROKER AND SOLD AS SOON AS POSSIBLE. SCHEDULE M, PART I, COLUMN (B) THE AMOUNT LISTED IN COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTIONS RECEIVED. FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE AND EXECUTIVE COMMITTEES REVIEWED THE 990 IN DETAIL AND APPROVED IT FOR FILING. BOARD MEMBERS WERE PROVIDED AN ELECTRONIC COPY BEFOR THE 990 WAS FILED. FORM 990, PART VI, SECTION B, LINE 12C POTENTIAL CONFLICTS OF INTEREST RELATIONSHIPS ARE MONITORED BY SIGNING A CONFLICT OF INTEREST POLICY. ADMINISTRATION MONITORS THE ISSUES THAT MAY REQUIRE DISCLOSURE AND/OR OTHER ACTION AS APPROPRIATE. IF A MATTER IS UNDER CONSIDERATION BY THE BOARD OR COMMITTEE IN WHICH THERE IS A CONFLICT OF INTEREST, THE BOARD OR COMMITTEE MEMBER SHALL NOT VOTE OR USE THEIR PERSONAL INFLUENCE ON THE MATTER. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION REVIEWS BEGIN AT THE PERSONNEL COMMITTEE LEVEL. THEY ARE PROVIDED SALARY AND WAGE SURVEY DATA FOR SIMILAR SIZE UNITED WAYS AND OTHER NOT FOR PROFITS IN THE AREA TO ENSURE SALARIES ARE CONSISTENT WITH PEER ORGANIZATIONS. THE EXECUTIVE COMMITTEE REVIEWS DATA RELATING TO THE CEO AND WILL PROPOSE SALARY ADJUSTMENTS TO THE BOARD. THE BOARD DETERMINES COMPENSATION FOR THE CEO. THIS PROCESS WAS LAST UNDERTAKEN IN 2022. COMPENSATION REVIEWS BEGIN AT THE PERSONNEL COMMITTEE LEVEL. THEY ARE PROVIDED SALARY AND WAGE SURVEY DATA FOR SIMILAR SIZE UNITED WAYS AND OTHER NOT FOR PROFITS IN THE AREA TO ENSURE SALARIES ARE CONSISTENT WITH PEER ORGANIZATIONS. OTHER SALARIES ARE DETERMINED BY THE CEO. THIS PROCESS WAS LAST UNDERTAKEN IN 2022. FORM 990, PART VI, SECTION C, LINE 19 CONFLICT OF INTEREST POLICY, 990 AND AUDITED FINANCIAL STATEMENTS ARE ON THE WEBSITE AND AVAILABLE UPON REQUEST. FORM 990, PART X, LINE 15 & 25 FOR LEASES WITH A LEASE TERM EXCEEDING 12 MONTHS, A LEASE LIABILITY IS RECORDED ON THE ORGANIZATION'S STATEMENT OF FINANCIAL POSITION AT LEASE COMMENCEMENT REFLECTING THE PRESENT VALUE OF ITS FIXED PAYMENT OBLIGATIONS OVER SUCH TERM. A CORRESPONDING RIGHT-OF-USE ("ROU") ASSET EQUAL TO THE INITIAL LEASE LIABILITY IS ALSO RECORDED, INCREASED BY ANY PREPAID RENT AND/OR INITIAL DIRECT COSTS INCURRED IN CONNECTION WITH EXECUTION OF THE LEASE, AND REDUCED BY ANY LEASE INCENTIVES RECEIVED. THE ORGANIZATION INCLUDES FIXED PAYMENT OBLIGATIONS RELATED TO NON-LEASE COMPONENTS IN THE MEASUREMENT OF ROU ASSETS AND LEASE LIABILITIES, AS IT ELECTS TO ACCOUNT FOR LEASE AND NON-LEASE COMPONENTS TOGETHER AS A SINGLE LEASE COMPONENT. VARIABLE LEASE PAYMENTS ARE NOT INCLUDED IN THE MEASUREMENT OF ROU ASSETS AND LEASE LIABILITIES. ROU ASSETS ASSOCIATED WITH FINANCE LEASES, IF ANY, ARE PRESENTED SEPARATE FROM THOSE ASSOCIATED WITH OPERATING LEASES, AND ARE INCLUDED WITHIN NET PROPERTY AND EQUIPMENT ON THE ORGANIZATION'S CONSOLIDATED STATEMENT OF FINANCIAL POSITION. FOR PURPOSES OF MEASURING THE PRESENT VALUE OF ITS FIXED PAYMENT OBLIGATIONS FOR A GIVEN LEASE, THE ORGANIZATION USES THE RISK-FREE DISCOUNT RATE, DETERMINED BASED ON INFORMATION AVAILABLE AT LEASE COMMENCEMENT, AS RATES IMPLICIT IN ITS LEASING ARRANGEMENTS ARE NOT READILY DETERMINABLE. FORM 990, PART XI, LINE 9: NET ASSETS FROM MERGER 9,285,531. FORM 990, PART XII, LINE 2C THE ORGANIZATION HAS NOT CHANGED THE PROCESS FOR OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT WITHIN THE PAST YEAR. FORM 990, PAGE 1, B EFFECTIVE APRIL 1, 2022, CAPITAL AREA UNITED WAY, INC. ("CAUW"), UNITED WAY OF JACKSON COUNTY ("UWJC"), AND UNITED WAY OF THE BATTLE CREEK AND KALAMAZOO REGION ("UWBCKR") MERGED INTO ONE ORGANIZATION. THE SURVIVING ORGANIZATION OF THE MERGER WAS UWBCKR, WHICH CHANGED THE ORGANIZATION'S NAME TO UNITED WAY OF SOUTH CENTRAL MICHIGAN.