2024-04-30T14:54:26-05:00 2023-06-30 383567911 REHMANN ROBSON LLC MILLIKEN PLACE 107 S CASS STE A TRAVERSE CITY MI 49684 990 2022-07-01 381679060 UNITED WAY OF NORTHWEST MICHIGAN UNIT 2317144715 4075 COPPER RIDGE DR TRAVERSE CITY MI 49684 DEON VAUGHAN PRESIDENT BOARD OF DIRECTORS 2319473200 2024-04-25 1 DEON VAUGHAN 999009999 0 JEFFREY E HERT CPA P00066715 2319463230 2024-04-25 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z DEON VAUGHAN 4075 COPPER RIDGE DR TRAVERSE CITY MI 49684 2943687 0 X WWW.UNITEDWAYNWMI.ORG X 1952 MI TO IMPROVE LIVES BY CONNECTING AND MOBILIZING THE CARING POWER OF THE COMMUNITIES IN OUR REGION TO ADVANCE THE COMMON GOOD. FURTHER, UNITED WAY HAS CONVENED AND FACILITATED COMMUNITY CONVERSATIONS ABOUT OPIOID ABUSE, TRAUMA-INFORMED CARE, AND POPULATIONS LIVING IN POVERTY AND/OR THE WORKING POOR. THESE EFFORTS HAVE MOBILIZED DOZENS OF HELPING AGENCIES AND INDIVIDUALS TO ADDRESS SOME OF THE MOST URGENT NEEDS IN OUR REGION. 10 10 18 470 0 0 1187363 2841054 0 0 584 10488 102932 92145 1290879 2943687 235704 427337 0 0 362435 546987 0 0 174449 754761 1548638 1352900 2522962 -62021 420725 1078168 4636058 341523 3478688 736645 1157370 X TO IMPROVE LIVES BY CONNECTING AND MOBILIZING THE CARING POWER OF THE COMMUNITIES IN OUR REGION TO ADVANCE THE COMMON GOOD. FURTHER, UNITED WAY HAS CONVENED AND FACILITATED COMMUNITY CONVERSATIONS ABOUT OPIOID ABUSE, TRAUMA-INFORMED CARE, AND POPULATIONS LIVING IN POVERTY AND/OR THE WORKING POOR. THESE EFFORTS HAVE MOBILIZED DOZENS OF HELPING AGENCIES AND INDIVIDUALS TO ADDRESS SOME OF THE MOST URGENT NEEDS IN OUR REGION. 1 0 861766 67332 GREAT START TO QUALITY RESOURCE CENTER SUPPORTS QUALITY IMPROVEMENTS ACROSS CHILD CARE AND EARLY EDUCATION PROGRAMS AND ASSISTS FAMILIES IN FINDING CHILD CARE IN THE 10 COUNTY REGION. THE RESOURCE CENTER SUPPORTED 355 LICENSED EARLY CHILDHOOD PROVIDERS. SUPPORT INCLUDED APPLICATION AND REPORTING FOR THE SPRING 22 STABILIZATION GRANTS WHERE 194 PROVIDERS WERE AWARDED $7,200,000. IN ADDITION, 101 PROFESSIONAL DEVELOPMENT EVENTS FOR PROVIDERS AND PARENTS WERE HELD WITH 906 PARTICIPANTS. WE SUPPORTED 45 FAMILIES SEEKING CHILD CARE AND 43 PROVIDERS LOOKING TO OPEN NEW OR EXPAND EXISTING LICENSES. WE SAW INCREASED INTEREST IN OUR LENDING LIBRARY DUE TO THE EXPANDED LOCATION AND EASIER ACCESS. 109728 14565 UNITED WE SMILE - A NON PROFIT DENTAL CLINIC SERVING CHILDREN, VETERANS, PREGNANT WOMAN AND THOSE WITH DEVELOPMENTAL AND COGNITIVE ISSUES. 146656 146175 SUPPORT TRISHARE, AN EMPLOYER BASED BENEFIT PROGRAM THAT SPLITS THE COST OF LICENSED CHILD CARE BETWEEN THE EMPLOYER, EMPLOYEE, AND THE STATE OF MICHIGAN. SAVED 45 FAMILIES APPROXIMATELY $98,000 IN CHILDCARE COSTS, PAID 35 PROVIDERS APPROX $146,500 ON TIME PAYMENTS. 777989 199265 DONOR DESIGNATIONS, SUPPORTING 34 AGENCIES IN THE NORTHWEST MICHIGAN AREA. VARIOUS COMMUNITY INITIATIVES. 777989 199265 1896139 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 28 0 1 18 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MI X X REHMANN LLC 2319463230 107 CASS STREET STE A TRAVERSE CITY MI 49684 DEON VAUGHAN JD PRESIDENT 4.00 X X 0 0 0 PAIGE CRIM VICE PRESIDENT 4.00 X X 0 0 0 TANYA BERG SECRETARY 4.00 X X 0 0 0 DOUGLAS MORGENSTERN TREASURER 4.00 X X 0 0 0 DR SALLY ANCEL DIRECTOR - PARTIAL YEAR 2.00 X 0 0 0 LORI ANDRZEJEWSKI DIRECTOR - PARTIAL YEAR 2.00 X 0 0 0 ADAM MAAS DIRECTOR 2.00 X 0 0 0 JENNIFER REKASI DIRECTOR - PARTIAL YEAR 2.00 X 0 0 0 JESSYCA STOEPKER DIRECTOR 2.00 X 0 0 0 DR THOMAS WERTZ DIRECTOR - PARTIAL YEAR 2.00 X 0 0 0 STEVE HORNE TREASURER - PARTIAL YEAR 4.00 X X 0 0 0 KEN KAUFMAN DIRECTOR - PARTIAL YEAR 2.00 X 0 0 0 LLOYD VANDERKWAAK DIRECTOR - PARTIAL YEAR 2.00 X 0 0 0 NICOLE AGRUDA PRESIDENT - PARIAL YEAR 4.00 X X 0 0 0 KEVIN STEIN DIRECTOR - PARTIAL YEAR 2.00 X 0 0 0 CAT MUNCEY DIRECTOR - PARTIAL YEAR 2.00 X 0 0 0 YVONNE DONOHOE-MCCOOL DIRECTOR - PARTIAL YEAR 2.00 X 0 0 0 SETH JOHNSON EXECUTIVE DIRECTOR 40.00 X 88342 0 12558 88342 0 12558 0 0 0 0 0 380823 259696 2200535 2841054 10488 10488 STAFF OUTSOURCING 900099 91220 91220 MISCELLANEOUS 900099 925 925 92145 2943687 92145 0 10488 X 427337 427337 110945 69884 15466 25595 375657 310956 12759 51942 4979 3590 362 1027 16051 11572 1167 3312 39355 30960 2217 6178 426 300 33 93 30563 21519 2357 6687 3677 2589 284 804 6885 4848 531 1506 53424 27496 2432 23496 64660 53589 2766 8305 22873 21385 1488 12499 8906 918 2675 35236 35236 373344 1362 371559 423 9007 6341 695 1971 GREAT START QUALITY 672123 672123 GREAT START COLLABORATI 122311 122311 COMMUNITY OUTREACH 74855 74390 465 FUND DEVELOPMENT 32748 32748 34007 24681 3592 5734 2522962 1896139 452374 174449 641896 890416 136707 100317 107266 38202 170149 232349 5486 48184 2643471 370264 16664 2273207 0 1053383 1078168 4636058 104816 319941 100000 192960 136707 2965787 341523 3478688 X 240423 827477 496222 329893 736645 1157370 1078168 4636058 420725 0 X X 0 1 X 1 0 X 533045 285705 627973 1187363 2841054 5475140 533045 285705 627973 1187363 2841054 5475140 571572 4903568 9711 1771 665 584 10488 23219 131 17125 102932 92145 212333 5710692 0.85870 0.95080 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 407956 40606 17290 431272 486232 -61236 17040 407956 384700 117342 15810 486232 420043 -19553 15790 384700 366446 68960 15363 420043 0 0 2632075 365566 2266509 11396 4698 6698 2273207 RIGHT OF USE ASSETS, NET OF AMORTIZATION 152294 CONSTRUCTION IN PROCESS 901089 1053383 FUNDS HELD FOR OTHERS 147838 FINANCE LEASE OBLIGATIONS 2664982 OPERATING LEASE OBLIGATIONS 152967 2965787 X 2946845 3158 3158 2943687 0 2943687 2526120 3158 3158 2522962 0 2522962 PART X, LINE 2: THE ORGANIZATION IS A NONPROFIT ORGANIZATION EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM SIMILAR STATE AND LOCAL TAXES. ALTHOUGH THE ORGANIZATION WAS GRANTED INCOME TAX EXEMPTION BY THE INTERNAL REVENUE SERVICE, SUCH EXEMPTION DOES NOT APPLY TO "UNRELATED BUSINESS INCOME." THE ORGANIZATION CONSIDERS WHETHER IT HAS ENGAGED IN ACTIVITIES THAT JEOPARDIZE ITS CURRENT TAX-EXEMPT STATUS WITH THE INTERNAL REVENUE SERVICE. FURTHERMORE, THE ORGANIZATION DETERMINES WHETHER IT HAS ANY UNRELATED BUSINESS INCOME, WHICH MAY BE SUBJECT TO FEDERAL AND STATE INCOME TAX. THE ORGANIZATION HAS EVALUATED YEARS 2020 THROUGH 2023, THE YEARS WHICH REMAIN SUBJECT TO EXAMINATION BY MAJOR JURISDICTIONS AS OF JUNE 30, 2023, FOR UNCERTAIN TAX POSITIONS. THE ORGANIZATION CONCLUDED THAT THERE ARE NO SIGNIFICANT UNCERTAIN TAX POSITIONS REQUIRING RECOGNITION IN THE ORGANIZATION'S 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 TWELVE MONTHS. THE ORGANIZATION DOES NOT HAVE ANY AMOUNTS ACCRUED FOR INTEREST AND PENALTIES RELATED TO UTBS AT JUNE 30, 2023 AND IT IS NOT AWARE OF ANY CLAIMS FOR SUCH AMOUNTS BY FEDERAL OR STATE INCOME TAX AUTHORITIES. FORM 990, PART III, LINE 2 OPENED UNITED WE SMILE A NON PROFIT DENTAL CLINIC SERVING CHILDREN, VETERANS, PREGNANT WOMAN AND THOSE WITH DEVELOPMENTAL AND COGNITIVE ISSUES. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR AND FINANCE COMMITTEE TO ENSURE ACCURACY. IT IS THEN PRESENTED AND REVIEWED BY THE FULL BOARD OF DIRECTORS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C A CONFLICT OF INTEREST FORM IS COMPLETED ANNUALLY BY ALL BOARD MEMBERS AND COMPLIANCE IS MONITORED VIA THE BOARD OF DIRECTOR'S ORGANIZATIONAL MEETING IN JANUARY OF EACH YEAR. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD OF DIRECTORS REVIEWS COMPARABLE POSITIONS IN THE COMMUNITY AND THE UNITED WAY NETWORK IN DETERMINING COMPENSATION OF THE EXECUTIVE DIRECTOR AND A REVIEW IS CONDUCTED ANNUALLY BY THE EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS AND TAX RETURNS ARE AVAILABLE UPON REQUEST AT THE ORGANIZATION'S OFFICE. FORM 990, PART IX, LINE 24E DUES & SUBSCRIPTONS: PROGRAM SERVICE EXPENSES 7,388. MANAGEMENT AND GENERAL EXPENSES 3,169. FUNDRAISING EXPENSES 2,295. TOTAL EXPENSES 12,852. VOLUNTEER COSTS: PROGRAM SERVICE EXPENSES 10,428. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 2,238. TOTAL EXPENSES 12,666. PROFESSIONAL DEVELOPMENT: PROGRAM SERVICE EXPENSES 2,662. MANAGEMENT AND GENERAL EXPENSES 291. FUNDRAISING EXPENSES 827. TOTAL EXPENSES 3,780. BAD DEBTS: PROGRAM SERVICE EXPENSES 3,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,000. BANK FEES: PROGRAM SERVICE EXPENSES 1,203. MANAGEMENT AND GENERAL EXPENSES 132. FUNDRAISING EXPENSES 374. TOTAL EXPENSES 1,709. PART XII, LINE 2C EXPLANATION THE PROCESS REMAINS UNCHANGED FROM THE PRIOR YEAR. PART VIII, LINE 1E EXPLANATION AMONG OTHER PROVISIONS, THE CARES ACT CONTAINS SIGNIFICANT BUSINESS TAX PROVISIONS, INCLUDING AN EMPLOYEE RETENTION CREDIT FOR EMPLOYER PAYROLL TAXES. THE ORGANIZATION HAS CLAIMED AN EMPLOYEE RETENTION CREDIT OF $96,672 WHICH IS INCLUDED AS GOVERNMENT GRANT REVENUE AS OF 6/30/23. UNITED WE SMILE 4075 COPPER RIDGE DR TRAVERSE CITY MI 49684 922157664 PROVIDE DENTAL CARE MI 501(C)(3) LINE 7 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0