2023-12-19T07:34:16-06:00 2023-03-31 382184825 HUNGERFORD NICHOLS CPAS ADVISORS 675 E 16TH STREET 100 HOLLAND MI 49423 990 2022-04-01 383522782 GREATER OTTAWA COUNTY UNITED WAY GREA 6163967811 PO BOX 1349 HOLLAND MI 494221349 DEBORAH ERICKSON BOARD PRESIDENT 6163967811 2023-12-18 1 DEBORAH ERICKSON 999009999 0 ANTHONY P ZWIERS CPA P01350182 6163928534 2023-12-18 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z DEBORAH ERICKSON PO BOX 1349 HOLLAND MI 49422 3234295 0 X WWW.OTTAWAUNITEDWAY.ORG X 2000 MI TO IMPROVE LIVES BY MOBILIZING THE CARING POWER OF COMMUNITY TO ADVANCE THE COMMON GOOD. 12 12 37 7003 0 0 2640169 1756286 1148915 1377704 41640 29907 195221 68622 4025945 3232519 623439 630000 0 0 1928614 2059750 0 0 270043 1241851 1205332 3793904 3895082 232041 -662563 3210403 2698155 339792 588087 2870611 2110068 X TO IMPROVE LIVES BY MOBILIZING THE CARING POWER OF COMMUNITY TO ADVANCE THE COMMON GOOD. GREATER OTTAWA COUNTY UNITED WAY SUPPORTS, DEVELOPS, AND IMPLEMENTS A RANGE OF IMPACT SOLUTIONS THAT IMPROVE LIVES AND CREATES STRONGER COMMUNITIES. 0 0 1417755 630000 59646 ALLOCATED FUNDS TO 43 NONPROFIT AGENCIES FUNDING 52 DIFFERENT PROGRAMS. THIS SERVED 105,603 UNDUPLICATED CLIENTS WITHIN OTTAWA COUNTY AND ALLEGAN COUNTY AND LEVERAGED AN ADDITIONAL $201,128 IN FUNDING WITHIN THE COUNTY. GREATER OTTAWA COUNTY UNITED WAY IS A LOCAL PARTNER THAT DRIVES MEASURABLE, LASTING IMPACT THROUGH PROGRAMS INITIATIVES AND COLLABORATIVES. 197478 GREATER OTTAWA COUNTY UNITED WAY HAD 7,003 VOLUNTEERS WHO CONTRIBUTED 56,634 HOURS OF TIME LEVERAGING $1,800,961 IN DONATED SERVICES WITHIN OTTAWA COUNTY. 130270 SUCCESSFUL IMPLEMENTATION OF LAKESHORE HOUSING ALLIANCE AS A PROGRAM OF UNITED WAY; LEVERAGING $1.6 MILLION DOLLARS IN STATE AND FEDERAL GRANTS FOR HOMELESS SERVICES; MANAGEMENT OF THE HOMELESS MANAGEMENT INFORMATION SYSTEM, A COUNTYWIDE DATABASE FOR DATA RELATED TO PERSONS EXPERIENCING HOMELESSNESS; FACILITATION OF THE LAKESHORE HOUSING ALLIANCE STRATEGIC PLAN TO END HOMELESSNESS. 1377704 1377704 PROVIDING STAFFING SUPPORT TO OTHER ORGANIZATIONS. 1377704 1377704 3123207 1 1 0 0 0 0 0 0 0 0 1 1 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 13 0 37 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MI X X X KELLY KEAN 6163967811 PO BOX 1349 HOLLAND MI 494221349 MICHAEL MACPHERSON AT-LARGE 1.00 X X 0 0 0 DEBORAH ERICKSON CHAIR 1.00 X X 0 0 0 PAM UTKE VICE CHAIR 1.00 X X 0 0 0 REBECCA LAMPER SECRETARY 1.00 X X 0 0 0 MICHAEL LIETO TREASURER 1.00 X X 0 0 0 JEN GARCIA TRUSTEE 1.00 X 0 0 0 KEITH VANBEEK TRUSTEE 1.00 X 0 0 0 TIM PERRIGO TRUSTEE 1.00 X 0 0 0 LYNDSIE POST TRUSTEE 1.00 X 0 0 0 KYLE MAYER TRUSTEE 1.00 X 0 0 0 JEANENE KALLIO TRUSTEE 1.00 X 0 0 0 BOB RANDER TRUSTEE 1.00 X 0 0 0 KELLY KEAN CFO 40.00 X 77058 0 13673 BRIAN GAGGIN CEO (2/23) 40.00 X 46659 0 3197 PATRICK MORAN CEO (2/22) 40.00 X 28137 0 4336 151854 0 21206 0 0 0 0 0 1756286 17555 1756286 CONTRACTED SUPPORT 900099 1377704 1377704 1377704 31683 31683 7200 0 7200 7200 7200 1776 -1776 -1776 -1776 MISCELLANEOUS INCOME 900099 52137 52137 ADMINISTRATIVE FEES 900099 9285 9285 61422 3232519 1437350 0 38883 630000 630000 192064 89406 75310 27348 1410098 1124009 200297 85792 69949 62068 2926 4955 276128 238144 17258 20726 111511 93888 8866 8757 11019 1879 9140 15600 2661 12939 10618 10618 176161 132363 32525 11273 95541 46679 14068 34794 32360 9924 12713 9723 96026 45261 23754 27011 50822 27430 14248 9144 15556 10046 4175 1335 6941 2779 2971 1191 26122 11498 7572 7052 24380 24380 21339 12152 5946 3241 INITIATIVES 209791 209791 NONFINANCIAL ALLOCATION 157500 157500 SPECIAL EVENTS & FUNDRA 114439 105161 9278 DESIGNATION EXPENSE 104002 104002 37115 6566 22126 8423 3895082 3123207 501832 270043 856660 552468 924811 736865 157500 0 31223 11166 689464 307924 227969 381540 384714 354297 536370 468855 91156 192964 3210403 2698155 43236 276746 296556 311341 339792 588087 X 1448539 913193 1422072 1196875 2870611 2110068 3210403 2698155 -662563 -97980 0 X X 0 1 X 1 0 X 2118607 1747644 2170746 2640169 1756286 10433452 2118607 1747644 2170746 2640169 1756286 10433452 159638 10273814 39002 43187 41015 48440 38883 210527 77510 180978 195235 188421 61422 703566 11347545 703586 0.90540 0.87940 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2018 AMOUNT: $ 70,237. 2019 AMOUNT: $ 170,550. 2020 AMOUNT: $ 166,510. 2021 AMOUNT: $ 182,323. 2022 AMOUNT: $ 52,137. MANAGEMENT FEES - 2018 AMOUNT: $ 7,273. 2019 AMOUNT: $ 10,428. 2020 AMOUNT: $ 28,725. 2021 AMOUNT: $ 6,098. 2022 AMOUNT: $ 9,285. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 56086 56086 435611 133015 302596 11155 11155 0 186612 163754 22858 381540 INVESTMENTS - LONG TERM 468855 F 468855 MISCELLANEOUS RECEIVABLES 149503 RIGHT-OF-USE ASSET 43461 192964 DESIGNATIONS PAYABLE 192880 DEPOSITS 75000 LEASE LIABILITY - CURRENT PORTION 40039 LEASE LIABILITY - NONCURRENT 3422 311341 3142125 -97980 18204 -79776 3221901 10618 10618 3232519 3902668 18204 18204 3884464 10618 10618 3895082 0 ARBOR CIRCLE 412 CENTURY LN HOLLAND MI 49423 383263853 501C3 32500 0 COUNSELING/THERAPY BIG BROTHERS BIG SISTERS OF THE LAKESHORE INC 4265 GRAND HAVEN ROAD SUITE 201 NORTON SHORES MI 49441 381918631 501C3 8000 0 YOUTH DEVELOPMENT CHILDRENS ADVOCACY CENTER 12125 UNION STREET HOLLAND MI 49424 383445089 501C3 42000 0 ASSESS INTERVENTION CRISTIAN NEIGHBORS SE ALLEGAN PO BOX 53 PLAINWELL MI 49080 383451688 501C3 8000 0 HUMAN SERVICES CITY ON A HILL MINISTRIES 100 SOUTH PINE STREET ZEELAND MI 49464 203901260 501C3 18000 0 HOMEWORK LEARNING COMMUNITY ACCESS LINE OF THE LAKESHORE 560 SEMINOLE ROAD MUSKEGON MI 49441 383171086 501C3 23000 0 CALL 211 COMMUNITY ACTION HOUSE 345 WEST 14TH STREET HOLLAND MI 49423 237120670 501C3 66083 0 CASE MANAGEMENT GOOD SAMARITAN MINISTRIES 513 E 8TH STREET SUITE 25 HOLLAND MI 49423 381887347 501C3 23000 0 HOUSING, MENTORS HARVEST STAND MINISTRIES 100 SOUTH PINE STREET SUITE 100 ZEELAND MI 49464 320069107 501C3 11083 0 BASIC NEEDS HOPE COLLEGE - CASA 180 OTTAWA AVE NW NO 5200 GRAND RAPIDS MI 49503 202112557 501C3 18000 0 ACADEMIC MONITORING HOPE COLLEGE - TRIO UPWARD BOUND 263 COLLEGE AVE HOLLAND MI 49423 381381271 501C3 17000 0 LOW INCOME MENTORING LADDER HOMES PO BOX 1021 HOLLAND MI 49422 382940956 501C3 5084 0 INDEPENDENT LIVING LATIN AMERICANS UNITED FOR PROGRESS 96 WEST 15TH STREET SUITE 101 HOLLAND MI 49423 382099880 501C3 10000 0 LEADERSHIP, EDU. LEGAL AID OF WESTERN MICHIGAN 89 IONIA NW NO 400 GRAND RAPIDS MI 49503 382156874 501C3 13000 0 LEGAL SERVICES LITTLE RED HOUSE 311 EAST EXCHANGE SPRING LAKE MI 49456 352119160 501C3 11000 0 ADULT CARE TRANSPORT MEDIATION SERVICES 68TH WEST 8TH STREET SUITE 220 HOLLAND MI 49423 383247969 501C3 22000 0 FAMILY CONFERENCING MOSAIC COUNSELING 1703 S DESPELDER STREET GRAND HAVEN MI 49417 382216806 501C3 42000 0 MENTAL HEALTH SERVICES NORTHEAST OTTAWA FORUM 198 EAST STREET COOPERSVILLE MI 49404 300390342 501C3 10000 0 COUNSELING SERVICES NORTHWEST OTTAWA RECREATION AUTHORITY 1415 BEECHTREE ST GRAND HAVEN MI 49417 386003290 501C3 11500 0 REC, SUMMER SCHOOL REACH FOR RECOVERY PO BOX 1875 HOLLAND MI 49422 381984739 501C3 30000 0 SUBSTANCE ABUSE RESILIENCE ADVOCATES FOR ENDING VIOLENCE 411 BUTTERNUT DRIVE HOLLAND MI 49424 382181204 501C3 63250 0 HUMAN SERVICES SAFE HARBOR CHILDREN'S ADVOCACY CENTER 404 SOUTH SHERMAN STREET ALLEGAN MI 49010 382748322 501C3 8500 0 HUMAN SERVICES SALVATION ARMY - GRAND HAVEN 615 SLATERS LANE ALEXANDRIA VA 22314 132923701 501C3 27000 0 EMERGENCY HOUSING SYLVIA'S PLACE 151 BRADY ST PO BOX 13 ALLEGAN MI 49010 383262878 501C3 8500 0 HUMAN SERVICES TRI-CITIES FAMILY YMCA 1 Y DRIVE GRAND HAVEN MI 49417 381717502 501C3 12500 0 DAY CAMP WINGS OF HOPE 330 LINN ST ALLEGAN MI 49010 263779716 501C3 8500 0 HUMAN SERVICES ZEE BUS 3390 100TH AVE ZEELAND MI 49464 386003307 501C3 17000 0 MOBILE LIBRARY FORM 990, PART VI, SECTION B, LINE 11B THE AUDITING FIRM PREPARES THE FORM 990. THE 990 IS OVERVIEWED UPON COMPLETION BY THE BOARD OF DIRECTORS AND THE CFO PRIOR TO BEING FILED ELECTRONICALLY BY THE AUDITING FIRM. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY/QUESTIONNAIRE IS DISTRIBUTED ANNUALLY TO ALL ADMINISTRATORS, VOLUNTEERS AND STAFF IN ORDER TO IDENTIFY POTENTIAL CONFLICTS OF INTEREST. THESE DOCUMENTS ARE KEPT ON FILE AT THE UNITED WAY OFFICE IN ORDER TO ASSURE THE BOARD THAT SUCH CONFLICTS DO NOT DIMINISH THE ACHIEVEMENT OF THE MISSION AND OBJECTIVES OF UNITED WAY. VOLUNTEERS, STAFF AND REPRESENTATIVES ARE ENCOURAGED TO SEEK GUIDANCE FROM THE ETHICS OFFICER, BOARD, STAFF ETHICS OFFICER OR DESIGNEE CONCERNING THE INTERPRETATION OR APPLICATION OF THE CODE OF ETHICS. FORM 990, PART VI, SECTION B, LINE 15 THE PROCESS FOR DETERMINING COMPENSATION FOR THE ORGANIZATION'S EXECUTIVE DIRECTOR INCLUDES REVIEW AND APPROVAL BY THE EXECUTIVE COMMITTEE OF THE BOARD (INDEPENDENT PERSONS), COMPARABILITY DATA, AND DOCUMENTATION OF THE DELIBERATION PROCESS, THE DECISION AND THE BASIS FOR ITS DECISIONS. THE PROCESS FOR DETERMINING COMPENSATION FOR THE ORGANIZATION'S KEY EMPLOYEES INCLUDES REVIEW AND APPROVAL BY THE EXECUTIVE DIRECTOR (INDEPENDENT PERSON), COMPARABILITY DATA, AND DOCUMENTATION OF THE DELIBERATION PROCESS, THE DECISION AND THE BASIS FOR THE DECISIONS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC VIA THE ORGANIZATION'S WEBSITE AND UPON REQUEST. FORM 990, PART XII, LINE 2C: NO CHANGE FROM PRIOR YEAR. FORM 990 - ADDITIONAL INFORMATION VISION: ALL INDIVIDUALS IN OTTAWA COUNTY ACHIEVE THEIR FULL HUMAN POTENTIAL VALUE PROPOSITION: UNITED WAY IS A LOCAL PARTNER THAT DRIVES MEASURABLE LASTING IMPACT THROUGH PROGRAMS, INITIATIVES AND COLLABORATIVES IN THE AREAS OF EDUCATION, FINANCIAL STABILITY AND HEALTH. IMPACT STRATEGY: SUPPORT, DEVELOP AND IMPLEMENT A RANGE OF IMPACT SOLUTIONS (IN DATA DRIVEN ISSUE AREAS) THAT IMPROVES LIVES AND BUILDS STRONGER COMMUNITIES. ENGAGEMENT STRATEGY: WE PROVIDE IMPACTFUL AND MEANINGFUL OPPORTUNITIES TO ENGAGE IN BUILDING STRONG COMMUNITIES.