2023-05-11T13:34:32-05:00 2022-09-30 381357951 PLANTE & MORAN PLLC 3000 TOWN CENTER SUITE 100 SOUTHFIELD MI 48075 990 2022-07-01 203099071 UNITED WAY FOR SOUTHEASTERN MICHIGAN UNIT 3132269200 3011 W GRAND BLVD SUITE 500 DETROIT MI 48202 STEVEN SCHWARTZ CHIEF FINANCIAL OFFICER 3132269200 2023-05-10 1 STEVEN SCHWARTZ 999009999 0 TINA PETERS P00904574 2483522500 2023-05-10 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z DR DARIENNE D HUDSON E 3011 W GRAND BLVD SUITE 500 DETROIT MI 48202 10802286 0 X WWW.LIVEUNITEDSEM.ORG X 2005 MI TO MOBILIZE THE CARING POWER OF DETROIT AND SOUTHEASTERN MICHIGAN TO IMPROVE COMMUNITIES AND INDIVIDUAL LIVES IN MEASURABLE AND LASTING WAYS. 38 38 0 1055 0 0 55126707 9039983 0 0 3058378 183672 2705790 1182324 60890875 10405979 43369826 4667665 0 0 15595936 4546629 0 0 995554 8344938 2712070 67310700 11926364 -6419825 -1520385 74103757 67179415 22028623 18101385 52075134 49078030 X TO MOBILIZE THE CARING POWER OF DETROIT AND SOUTHEASTERN MICHIGAN TO IMPROVE COMMUNITIES AND INDIVIDUAL LIVES IN MEASURABLE AND LASTING WAYS. 0 0 1480464 1202243 EDUCATION: WE BELIEVE THAT LEARNING BEGINS AT BIRTH AND ARE COMMITTED TO SUPPORTING LEARNING AND LITERACY AT EVERY STAGE IN A CHILD'S LIFE. UNITED WAY'S EARLY CHILDHOOD INITIATIVES CONNECT FAMILIES WITH QUALITY, AFFORDABLE CHILD CARE THROUGH SERVICES LIKE OUR CONNECT4CARE KIDS PORTAL. WE ALSO PROVIDE TRAINING AND SUPPORT FOR THOUSANDS OF CHILD CARE PROVIDERS IN OUR REGION THROUGH THE EARLY CHILDHOOD SUPPORT NETWORK. THROUGH OUR COMMUNITY SCHOOLS INITIATIVE, WE PROVIDE HOLISTIC SUPPORT TO STUDENTS, FAMILIES AND COMMUNITIES AND ADDRESS BARRIERS TO LEARNING EVERYTHING FROM BACKPACKS AND LAPTOPS TO MENTAL HEALTH SERVICES AND BASIC NEEDS. IN ADDITION, WE WORK TO IMPROVE LITERACY RATES, ENCOURAGE A LIFELONG LOVE OF READING, AND HELP FAMILIES BUILD HOME LIBRARIES. 2061018 1342965 BASIC NEEDS: ONE OUT OF THREE FAMILIES IN OUR REGION STRUGGLES TO AFFORD BASIC NEEDS LIKE FOOD, SHELTER AND HEALTH CARE. UNITED WAY STRATEGICALLY INVESTS IN PROGRAMS THAT HELP FAMILIES MEET THESE NEEDS, AND WE WORK TO MAKE THE SOCIAL SAFETY NET WORK BETTER FOR INDIVIDUALS, SERVICE ORGANIZATIONS AND THE COMMUNITY. OUR CORE PROGRAMS INCLUDE ONE-ON-ONE SOCIAL SERVICES NAVIGATION SUPPORT, FORECLOSURE AND EVICTION PREVENTION, UTILITY ASSISTANCE, EMERGENCY FOOD AND SHELTER, AND CHILD NUTRITION PROGRAMS. THROUGH OUR CONNECT4CARE NETWORK, WE HELP FAMILIES NAVIGATE A COMPLEX NETWORK OF ASSISTANCE PROGRAMS AND WORK WITH LOCAL, REGIONAL AND STATEWIDE PARTNERS TO BUILD SYSTEMS OF HOLISTIC, PERSON-CENTERED CARE. 1480464 1123801 ECONOMIC MOBILITY: TO HELP HOUSEHOLDS REACH LONG-TERM STABILITY, WE MUST ADDRESS THE ROOT CAUSES AND BARRIERS TO FINANCIAL STABILITY AND WEALTH-BUILDING. UNITED WAY FOR SOUTHEASTERN MICHIGAN WORKS WITH OUR PARTNERS TO PROVIDE FINANCIAL COACHING, TRANSPORTATION SUPPORT, AND FREE TAX PREPARATION THAT HELPS FAMILIES MAXIMIZE THEIR TAX CREDITS LIKE THE EARNED INCOME TAX CREDIT AND CHILD TAX CREDIT. WE ALSO LAUNCHED THE DETROIT FINANCIAL WELL-BEING INNOVATION CHALLENGE IN 2022, WHICH AIMS TO PILOT AND GROW PROGRAMS THAT WILL ADDRESS SYSTEMIC INEQUITIES THROUGH PARTNERSHIP, TESTING AND COMMUNITY INVOLVEMENT. 4343902 998656 440074 UNITED WAY FOR SOUTHEASTERN MICHIGAN FUNDS, SUPPORTS AND ADMINISTERS SEVERAL ADDITIONAL PROGRAMS THAT SUPPORT THE OVERALL HEALTH, WELL-BEING AND EQUITY OF OUR COMMUNITY AND ITS RESIDENTS.IN 2021-22, OUR 2-1-1 HELPLINE CONTINUED TO SERVE AS A VITAL RESOURCE FOR THOUSANDS OF COMMUNITY MEMBERS LOOKING FOR ASSISTANCE WITH HOUSING, UTILITY ASSISTANCE, FOOD PANTRIES AND MORE AS THE PANDEMIC CONTINUED AND INFLATION IMPACTED HOUSEHOLD BUDGETS.IN 2022, AS PART OF OUR ONGOING EFFORTS TO ADDRESS RACIAL EQUITY AND OTHER EQUITY-FOCUSED ISSUES, WE AWARDED OUR FIRST-EVER RACIAL EQUITY FUND GRANTS, TOTALING OVER $1 MILLION IN ITS FIRST COHORT. WE ALSO HOSTED TWO 21-DAY EQUITY CHALLENGE EVENTS AIMED AT ENGAGING AND EDUCATING THE COMMUNITY.WE ALSO MOBILIZED THOUSANDS OF VOLUNTEERS AND ADVOCATES TO ROLL UP THEIR SLEEVES AND HELP THEIR COMMUNITIES AND USE THEIR VOICES TO PUSH FOR POLICIES THAT HELP WORKING FAMILIES.LASTLY, WE PROVIDE GRANTS AND PAY DESIGNATIONS TO MORE THAN 120 NONPROFIT AGENCIES THAT PROVIDE DIRECT SERVICE TO THE COMMUNITIES OF SOUTHEASTERN MICHIGAN. OVER 1 MILLION PEOPLE ARE IMPACTED THROUGH THE INVESTMENT OF RESOURCES IN EDUCATION, INCOME, AND BASIC NEEDS. 4343902 998656 440074 9365848 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 38 38 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MI X X STEVEN SCHWARTZ 3132269200 3011 W GRAND BLVD STE 500 DETROIT MI 48202 X MARK STIERS DIRECTOR/CHAIR 3.00 0.00 X X 0 0 0 DAVID FOLTYN DIRECTOR/IMMEDIATE PAST CHAIR 1.00 0.00 X X 0 0 0 ED SIAJE DIRECTOR/VICE CHAIR 3.00 0.00 X X 0 0 0 ELIZABETH ALVAREZ DIRECTOR/TREASURER 3.00 0.00 X X 0 0 0 LYNDA ROSSI DIRECTOR/SECRETARY 3.00 0.00 X X 0 0 0 WENDELL ANTHONY DIRECTOR 1.00 0.00 X 0 0 0 JOHN CASSIDY DIRECTOR 1.00 0.00 X 0 0 0 WANDA COOK-ROBINSON DIRECTOR 1.00 0.00 X 0 0 0 LAURA DICKERSON DIRECTOR 1.00 0.00 X 0 0 0 MARIA DWYER DIRECTOR 1.00 0.00 X 0 0 0 BILL EMERSON DIRECTOR 1.00 0.00 X 0 0 0 LUANNE EWALD DIRECTOR 1.00 0.00 X 0 0 0 PANCHO HALL DIRECTOR 1.00 0.00 X 0 0 0 IAN HOGAN DIRECTOR 1.00 0.00 X 0 0 0 JOCELYN HOWARD DIRECTOR 1.00 0.00 X 0 0 0 KELLE ILITCH DIRECTOR 1.00 0.00 X 0 0 0 HASSAN JABER DIRECTOR 1.00 0.00 X 0 0 0 JAMES JACOBS DIRECTOR 1.00 0.00 X 0 0 0 SAUNTEEL JENKINS DIRECTOR 1.00 0.00 X 0 0 0 HARRY KEMP DIRECTOR 1.00 0.00 X 0 0 0 DEB MACON DIRECTOR 1.00 0.00 X 0 0 0 DEBBIE MANZANO DIRECTOR 1.00 0.00 X 0 0 0 ALYCIA MERIWEATHER DIRECTOR 1.00 0.00 X 0 0 0 MARK MORENO DIRECTOR 1.00 0.00 X 0 0 0 FAYE NELSON DIRECTOR 1.00 0.00 X 0 0 0 DARYL NEWMAN DIRECTOR 1.00 0.00 X 0 0 0 DAVID PARENT DIRECTOR 1.00 0.00 X 0 0 0 ORA PESCOVITZ DIRECTOR 1.00 0.00 X 0 0 0 ANUP POPAT DIRECTOR 1.00 0.00 X 0 0 0 RHONDA POWELL DIRECTOR 1.00 0.00 X 0 0 0 JOHN RAKOLTA III DIRECTOR 1.00 0.00 X 0 0 0 MICHAEL RESHA DIRECTOR 1.00 0.00 X 0 0 0 ANGELA REYES DIRECTOR 1.00 0.00 X 0 0 0 TERRANCE RHADIGAN DIRECTOR 1.00 0.00 X 0 0 0 JAMES ROBINSON DIRECTOR 1.00 0.00 X 0 0 0 MELISSA ROY DIRECTOR 1.00 0.00 X 0 0 0 KRISTIN SMALLWOOD DIRECTOR 1.00 0.00 X 0 0 0 JENNIFER STAFEIL DIRECTOR 1.00 0.00 X 0 0 0 DR DARIENNE D HUDSON PRESIDENT AND CEO 50.00 0.00 X 0 0 0 STEVEN SCHWARTZ CHIEF FINANCIAL OFFICER 50.00 0.00 X 0 0 0 TONYA ADAIR CHIEF PEOPLE, EQUITY, AND ENGAGEMENT OFFICER 50.00 0.00 X 0 0 0 0 0 0 0 0 0 0 0 139000 2877614 6023369 162383 9039983 159729 159729 366500 342557 23943 23943 23943 796000 139000 53750 742250 742250 ADMIN & COST RECOVERY FEES 900099 440074 440074 440074 10405979 440074 0 925922 2741396 2741396 1926269 1926269 3719663 2208356 912332 598975 544303 423324 64373 56606 282663 180125 60423 42115 23146 23146 34750 34750 2287 2287 1045400 661230 228495 155675 94501 52716 8088 33697 126153 61562 51065 13526 255743 189249 33247 33247 176055 58427 107565 10063 41174 15860 14501 10813 28827 11406 5773 11648 OTHER EXPENSES (ADJUSTM 597875 597875 MEMBERSHIP DUES 174588 171477 644 2467 COMMUNICATION 69472 58666 9005 1801 MISCELLANEOUS 42099 7910 9268 24921 11926364 9365848 1564962 995554 4306370 7846188 16312936 10296568 1026547 919854 2249541 1800752 496991 448789 50761937 46506387 1198976 1161629 74103757 67179415 4468911 5134036 14454440 9950265 3105272 3017084 22028623 18101385 X 37672284 33445974 14402850 15632056 52075134 49078030 74103757 67179415 -1520385 -1476719 0 X X 0 1 X 1 1 1 X 58451324 62942406 92741920 55126707 9039983 278302340 58451324 62942406 92741920 55126707 9039983 278302340 40207431 238094909 1431816 1853936 1514547 2597559 159729 7557587 145575 334500 796000 1276075 287136002 5653803 0.82920 0.84960 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME FEES FOR SERVICE FUNDRAISING INCOME PART II, SECTION A, COLUMN (E) UNTIED WAY FOR SOUTHEASTERN MICHIGAN IS CHANGING THEIR YEAR END FROM 06/30 TO 09/30. THE 2022 RETURN IS A SHORT YEAR RETURN. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2002 285 2287 7978711 7980998 549050 137263 0 0 1000000 1000000 1000000 549050 3549050 5323575 140500 245700 307725 2287 696212 250000 250000 250000 137263 887263 1330895 107200 226700 292625 2002 628527 23773769 -1389665 195000 22189104 29138290 -3752521 1612000 23773769 23237672 7104471 710000 493853 29138290 25172600 -34928 1900000 23237672 24260078 942579 30057 25172600 0.96000 0.04000 0.00000 1 0 300324 95739 204585 1949217 1705013 244204 448789 DESIGNATIONS PAYABLE - UNDISTRIBUTED PLEDGES 3017084 3017084 54700408 -1476719 47109831 45633112 9067296 1338683 1338683 10405979 71653081 61065400 61065400 10587681 1338683 1338683 11926364 PART XI, LINE 2D - OTHER ADJUSTMENTS: 12 MONTH UWSEM REVENUE INCLUDED IN 15 MONTH AUDIT 47,109,831. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 14,016. DONOR DESIGNATIONS 1,324,667. PART XII, LINE 2D - OTHER ADJUSTMENTS: 12 MONTH UWSEM EXPENSES INCLUDED IN 15 MONTH AUDIT 61,065,400. PART XII, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 14,016. DONOR DESIGNATIONS 1,324,667. FORD GOLF OUTING 935000 139000 796000 27161 10055 9634 6900 935000 139000 796000 27161 10055 9634 6900 53750 742250 1 COALITION ON TEMPORARY SHELTER 26 PETERBORO ST DETROIT MI 48201 382420565 501(C)(3) 20000 0 N/A N/A GRANT COMMUNITIES FIRST INC 415 W COURT ST FLINT MI 48503 273600343 501(C)(3) 20000 0 N/A N/A GRANT COMMUNITY TREEHOUSE CENTER DETROIT DBA MANISTIQUE COMMUNITY TREEHOUSE CEN 220 MANISTIQUE DETROIT MI 48215 831802864 501(C)(3) 20000 0 N/A N/A GRANT DETROIT GREENWAYS COALITION PO BOX 32013 DETROIT MI 48232 464885673 501(C)(3) 20000 0 N/A N/A GRANT DETROIT PUBLIC SCHOOLS FOUNDATION ACTING FIDUCIARY FOR DETROIT PUBLIC SCHOO 3011 W GRAND BLVD STE 1004 DETROIT MI 48202 300135450 501(C)(3) 172800 0 N/A N/A GRANT DOING DEVELOPMENT DIFFERENTLY 4750 WOODWARD STE 401 DETROIT MI 48201 473288292 501(C)(3) 40000 0 N/A N/A GRANT GENESISHOPE PO BOX 7495 DETROIT MI 48207 263632021 501(C)(3) 20000 0 N/A N/A GRANT GREENPATH FINANCIAL WELLNESS 36500 CORPORATE DR FARMINGTON HILLS MI 48331 386142925 501(C)(3) 20000 0 N/A N/A GRANT HIGHER GROUND ABODES 433 ROLAND RD GROSSE POINTE FARMS MI 48236 824987648 501(C)(3) 20000 0 N/A N/A GRANT INTERNATIONAL INSTITUTE OF METRO DETROIT 111 E KIRBY ST DETROIT MI 482024003 381358200 501(C)(3) 20000 0 N/A N/A GRANT NEO PHILANTHROPY 45 WEST 36TH ST 6TH FL NEW YORK NY 10018 133191113 501(C)(3) 20000 0 N/A N/A GRANT PITCHTAPE 32404 CROWN VALLEY PKWY STE 5101 DANA POINT CA 92629 831472878 FOR-PROFIT 20000 0 N/A N/A GRANT REGENTS OF THE UNIVERSITY OF MICHIGAN - POVERTY SOLUTIONS 4901 EVERGREEN RD DEARBORN MI 48128 386006309 501(C)(3) 130000 0 N/A N/A GRANT SAMARITAS 8131 E JEFFERSON AVE DETROIT MI 48214 381360553 501(C)(3) 7500 0 N/A N/A GRANT SOUTHWEST ECONOMIC SOL CORP 2835 BAGLEY ST STE 800 DETROIT MI 48216 462252476 501(C)(3) 20000 0 N/A N/A GRANT STREET DEMOCRACY 440 BURROUGHS ST 634 DETROIT MI 48202 205175478 501(C)(3) 20000 0 N/A N/A GRANT THE HEAT AND WARMTH FUND 535 GRISWOLD ST SUITE 200 DETROIT MI 48226 382646924 501(C)(3) 20000 0 N/A N/A GRANT TRANSFORMATION LIFE CENTER 3232 JOY RD DETROIT MI 48206 833355586 501(C)(3) 13500 0 N/A N/A GRANT WARREN CONNER DEVELOPMENT COALITION DBA EASTSIDE COMMUNITY NETWORK 4401 CONNER ST DETROIT MI 48215 382561225 501(C)(3) 20000 0 N/A N/A GRANT WAYNE METRO COMMUNITY ACTION AGENCY 31950 MOUND RD WARREN MI 48092 381976979 501(C)(3) 20000 0 N/A N/A GRANT ARAB COMMUNITY CENTER FOR ECONOMIC & SOCIAL SERVICES ACCESS 2651 SAULINO COURT DEARBORN MI 48120 237444497 501(C)(3) 560138 0 N/A N/A GRANT CHILD CARE NETWORK 3941 RESEARCH PARK DRIVE SUITE C ANN ARBOR MI 48108 382160250 501(C)(3) 268909 0 N/A N/A GRANT PAWS WITH A CAUSE 4646 S DIVISION WAYLAND MI 49348 382370342 501(C)(3) PUBLIC CHA 46326 0 N/A N/A DESIGNATION BARBARA ANN KARMANOS CANCER INST 24601 NORTHWESTERN HWY SOUTHFIELD MI 480752473 381613280 501(C)(3) PUBLIC CHA 32968 0 N/A N/A DESIGNATION GLEANERS COMMUNITY FOOD BANK OF SOUTHEAST MICHIGAN 2131 BEAUFAIT ST DETROIT MI 482073410 382156255 501(C)(3) PUBLIC CHA 25787 0 N/A N/A DESIGNATION UNITED WAY OF WASHTENAW COUNTY 2305 PLATT RD ANN ARBOR MI 48104 381951024 501(C)(3) PUBLIC CHA 25058 0 N/A N/A DESIGNATION CHILDREN'S HOSPITAL OF MICHIGAN FOUNDATION 3011 WEST GRAND BLVD STE 218 DETROIT MI 48202 381357994 501(C)(3) PUBLIC CHA 20615 0 N/A N/A DESIGNATION AMERICAN DIABETES ASSOCIATION PO BOX 7023 MERRIFIELD VA 221167023 131623888 501(C)(3) PUBLIC CHA 19180 0 N/A N/A DESIGNATION BLOOD CANCER FOUNDATION OF MICHIGAN 27655 MIDDLEBELT RD STE 160 FARMINGTON HILLS MI 48334 381682300 501(C)(3) PUBLIC CHA 19038 0 N/A N/A DESIGNATION CATHOLIC CHARITIES OF SE MICHIGAN 15945 CANAL RD CLINTON TOWNSHIP MI 48038 453623184 501(C)(3) PUBLIC CHA 18918 0 N/A N/A DESIGNATION ALZHEIMERS DISEASE AND RELATED DISORDERS ASSOCIATION GREATER MICHIGAN CHAP 25200 TELEGRAPH RD STE 100 SOUTHFIELD MI 48033 382378032 501(C)(3) PUBLIC CHA 18121 0 N/A N/A DESIGNATION HAVEN 30400 TELEGRAPH ROAD STE 101 BINGHAM FARMS MI 48025 382426175 501(C)(3) PUBLIC CHA 13926 0 N/A N/A DESIGNATION UNITED NEGRO COLLEGE FUND 18701 GRAND RIVER AVE 329 DETROIT MI 48223 131624241 501(C)(3) PUBLIC CHA 13518 0 N/A N/A DESIGNATION BOY SCOUTS OF AMERICA - GREAT LAKES COUNCIL 1776 WEST WARREN DETROIT MI 48205 381359086 501(C)(3) PUBLIC CHA 12792 0 N/A N/A DESIGNATION BIG BROTHERS BIG SISTERS OF METROPOLITAN DETROIT 2470 COLLINGWOOD ST STE 218 DETROIT MI 482061500 386112533 501(C)(3) PUBLIC CHA 11297 0 N/A N/A DESIGNATION AUTISM SUPPORT OF MICHIGAN PO BOX 45 BANNISTER MI 48807 383034552 501(C)(3) PUBLIC CHA 10806 0 N/A N/A DESIGNATION FORGOTTEN HARVEST 21800 GREENFIELD RD OAK PARK MI 48237 382926476 501(C)(3) PUBLIC CHA 10550 0 N/A N/A DESIGNATION UNITED WAY OF ST CLAIR COUNTY 1723 MILITARY STREET PORT HURON MI 48060 381357996 501(C)(3) PUBLIC CHA 10019 0 N/A N/A DESIGNATION COALITION ON TEMPORARY SHELTER 26 PETERBORO ST DETROIT MI 48201 382420565 501(C)(3) PUBLIC CHA 9836 0 N/A N/A DESIGNATION CATHOLIC YOUTH ORGANIZATION 12TH STATE ST DETROIT MI 48226 381359504 501(C)(3) PUBLIC CHA 9491 0 N/A N/A DESIGNATION UNITED WAY OF HOWARD COUNTY 210 W WALNUT ST KOKOMO IN 46901 350877579 501(C)(3) PUBLIC CHA 9186 0 N/A N/A DESIGNATION SALVATION ARMY EASTERN MICHIGAN DIVISIONAL HQT 16130 NORTHLAND DR SOUTHFIELD MI 48075 381370971 501(C)(3) PUBLIC CHA 9147 0 N/A N/A DESIGNATION HOMES FOR BLACK CHILDREN 1906 25TH ST DETROIT MI 48216 237133965 501(C)(3) PUBLIC CHA 9106 0 N/A N/A DESIGNATION LIVINGSTON COUNTY UNITED WAY 2980 DORR ROAD BRIGHTON MI 48116 382174453 501(C)(3) PUBLIC CHA 8924 0 N/A N/A DESIGNATION BLACK FAMILY DEVELOPMENT INC 2995 E GRAND BLVD DETROIT MI 48202 382248479 501(C)(3) PUBLIC CHA 8209 0 N/A N/A DESIGNATION OAKLAND UNIVERSITY 2200 N SQUIRREL ROAD ROCHESTER MI 48309 381714400 501(C)(3) PUBLIC CHA 7650 0 N/A N/A DESIGNATION PLYMOUTH COMMUNITY UNITED WAY P O BOX 6356 PLYMOUTH MI 48170 237327248 501(C)(3) PUBLIC CHA 7474 0 N/A N/A DESIGNATION NATIONAL MULTIPLE SCLEROSIS SOCIETY 659 TOWER AVE HARTFORD CT 61121 381410476 501(C)(3) PUBLIC CHA 7456 0 N/A N/A DESIGNATION UNITED WAY OF MONROE COUNTY (MI) 216 NORTH MONROE STREET MONROE MI 48162 381437937 501(C)(3) PUBLIC CHA 7320 0 N/A N/A DESIGNATION VISTA MARIA 20651 W WARREN AVE DEARBORN HEIGHTS MI 48127 381359262 501(C)(3) PUBLIC CHA 6865 0 N/A N/A DESIGNATION BOYS & GIRLS CLUBS OF SOUTHEASTERN MICHIGAN 26777 HALSTEAD RD STE 100 FARMINGTON HILLS MI 48331 381387123 501(C)(3) PUBLIC CHA 6550 0 N/A N/A DESIGNATION AMERICAN RED CROSS OF SE MICHIGAN 7800 W OUTER DR SUITE 205 DETROIT MI 48235 530196605 501(C)(3) PUBLIC CHA 6512 0 N/A N/A DESIGNATION AMERICAN LUNG ASSOC OF MICHIGAN 1475 E 12 MILE RD MADISON HGTS MI 48071 131632524 501(C)(3) PUBLIC CHA 6113 0 N/A N/A DESIGNATION 21 1 HOUSING 1 5500 N/A N/A UTILITY ASSISTANCE 4241 1170165 N/A N/A RIDE UNITED 1574 750604 N/A N/A PART I, LINE 2: THE GRANT AWARD PROCESS BEGINS WITH A REQUEST FOR PROPOSAL PROCESS. BASED ON A REVIEW OF THE PROPOSALS, GRANTS ARE AWARDED TO AGENCIES. THROUGHOUT THE YEAR, AGENCIES ARE REQUIRED TO SUBMIT PROGRESS REPORTS ON THE PROJECTS THAT WERE FUNDED THROUGH THE GRANT AWARD PROCESS. UWSEM ALSO CONFIRMS TAX STATUS (501C3, GOVERNMENTAL, FOR PROFIT), REVIEWS 990 DATA, AND MAY REVIEW AUDITED FINANCIALS OR OTHER SUPPORTING DOCUMENTS. IN ADDITION, UWSEM STAFF CONDUCT ON-SITE VISITS OF AGENCIES TO REVIEW PROGRESS ON GRANT ACTIVITIES DURING THE YEAR. FOR DONOR DESIGNATIONS, UWSEM VERIFIED THAT THE AGENCY IS A 501(C)(3) NON-PROFIT ORGANIZATION AND THAT THE AGENCY IS IN COMPLIANCE WITH THE PROVISIONS OF THE PATRIOT ACT. SUBSTANTIAL CONTRIBUTOR SUBSTANTIAL CONTRIBUTOR 1102208 PAYMENTS FOR GRANTS AND PROGRAMS FOR INDIVIDUALS 0 X COMPUTER EQUIPMENT 2 162383 RETAIL VALUE 0 1 1 PART I, LINE 32B: UNITED WAY FOR SOUTHEASTERN MICHIGAN USES THE SERVICES OF A BROKERAGE FIRM TO SELL DONATED SECURITIES. FORM 990, PART VI, SECTION B, LINE 11B THE DRAFT FORM 990 IS REVIEWED BY STAFF INTERNALLY BEFORE FINALIZING. THE 990 IS THEN PROVIDED TO THE AUDIT COMMITTEE AND BOARD OF DIRECTORS FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C EACH MEMBER OF THE BOARD OF DIRECTORS COMPLETES A CONFLICT OF INTEREST QUESTIONNAIRE ANNUALLY. WHEN THE BOARD OF DIRECTORS IS VOTING ON SPECIFIC ISSUES WHERE A PARTICULAR DIRECTOR MIGHT HAVE A CONFLICT OF INTEREST, THE DIRECTOR RECUSES HIMSELF FROM VOTING. FORM 990, PART VI, SECTION B, LINE 15A KEY FEATURE OF THE CHIEF EXECUTIVE OFFICER'S COMPENSATION AND BENEFITS COMPENSATION POLICY & OBJECTIVES UNITED WAY FOR SOUTHEASTERN MICHIGAN (UWSEM) MAINTAINS THE HIGHEST STANDARDS OF PROFESSIONALISM, ACCOUNTABILITY AND TRANSPARENCY IN ITS STEWARDSHIP OF CONTRIBUTOR DOLLARS AND FINANCIAL MANAGEMENT. IN REGARDS TO ITS EXECUTIVE COMPENSATION PROGRAM, UWSEM'S OBJECTIVES ARE TO: - ENCOURAGE THE ATTRACTION AND RETENTION OF HIGH CALIBER EXECUTIVES BY PROVIDING A TOTAL COMPENSATION OPPORTUNITY, INCLUDING BENEFITS, THAT IS COMPETITIVE ON A LOCAL AND NATIONAL LEVEL. - ASSURE THAT THE PROCESS STRONGLY SUPPORTS AND FURTHER TRANSITIONS THE ORGANIZATION TO A "PAY FOR PERFORMANCE" CULTURE THROUGH THE USE OF INCENTIVES ON A LOCAL AND NATIONAL LEVEL. - REINFORCE THE GOALS OF THE ORGANIZATION BY SUPPORTING TEAMWORK AND COLLABORATION - DEVELOP COMPENSATION LEVELS THAT ARE CONSISITENT WITH UWSEM'S MISSION - MAINTAIN A PROCESS THAT IS FREE FROM CONFLICTS OF INTEREST AND IN COMPLIANCE WITH RELEVANT REGULATIONS - ENSURE TRANSPARENCY IN ITS COMPENSATION DECISIONS GOVERNANCE & OVERSIGHT UNITED WAY FOR SOUTHEASTERN MICHIGAN'S BYLAWS PROVIDE FOR THE EXECUTIVE COMMITTEE TO DETERMINE COMPENSATION OF THE CHIEF EXECUTIVE OFFICER. THE COMMITTEE BASES ITS DECISIONS, IN PART, ON APPROPRIATE COMPENSATION COMPARABILITY DATA. COMPARISONS ARE MADE BETWEEN UWSEM AND OTHER ORGANIZATIONS BASED ON ORGANIZATION SIZE (REVENUE, ASSETS, NUMBER OF EMPLOYEES, ETC.). IN ADDITION, THE COMMITTEE UTILIZED COMPENSATION STUDIES AND OUTSIDE CONSULTANTS TO REVIEW THE CEO'S COMPENSATION. THE COMMITTEE EVALUATED THE CEO'S GENERAL MANAGEMENT AND LEADERSHIP COMPETENCIES AS WELL AS HIS PERFORMANCE AGAINST THE KEY OBJECTIVES SET AT THE BEGINNING OF THE YEAR. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC AT UWSEM'S OFFICES. IN ADDITION, COPIES OF THESE DOCUMENTS WILL BE PROVIDED BY MAIL OR EMAIL UPON REQUEST. THE AUDITED FINANCIAL STATEMENTS AND FORM 990 ARE ALSO AVAILABLE ON UWSEM'S WEBSITE. FORM 990, PART XII, LINE 2C: THE AUDIT PROCESS HAS NOT CHANGED FROM PRIOR YEAR.