2024-06-18T15:32:07-05:00 2023-12-31 351307701 KRUGGEL LAWTON & COMPANY LLC 526 UPTON DRIVE ST JOSEPH MI 49085 990 2023-01-01 381358411 UNITED WAY OF SOUTHWEST MICHIGAN UNIT 2699821700 PO BOX 288 ST JOSEPH MI 49085 ANNA MURPHY PRESIDENT 2699821700 2024-06-18 1 ANNA MURPHY 999009999 0 ROBERT ALEX SCHAEFFER P01439018 2699830131 2024-05-13 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z ANNA MURPHY 2015 LAKEVIEW AVE ST JOSEPH MI 49085 4801974 0 X WWW.UWSM.ORG X 1942 MI TO IMPROVE LIVES BY MOBILIZING THE CARING POWER OF COMMUNITIES TO ADVANCE THE COMMON GOOD. 14 14 24 2768 0 0 4847918 3996653 499615 160076 32799 46206 0 0 5380332 4202935 3611592 2948183 0 0 1680907 1648734 0 0 441098 949351 865069 6241850 5461986 -861518 -1259051 7038914 5843901 1655901 1644807 5383013 4199094 X TO IMPROVE LIVES BY MOBILIZING THE CARING POWER OF COMMUNITIES TO ADVANCE THE COMMON GOOD. 0 0 4239652 2948183 160076 UNITED WAY OF SOUTHWEST MICHIGAN PROVIDED FUNDING TO 74 PROGRAMS AT 49 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 FIRST 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 2,768 VOLUNTEERS WHO CONTRIBUTED 15,550 HOURS OF THEIR TIME; A TOTAL VALUE OF $494,490. UNITED WAY OF SOUTHWEST MICHIGAN ALSO ENGAGED 189 COMMUNITY MEMBERS IN OUR ADVOCACY EFFORTS. 29 OF THESE COMMUNITY MEMBERS TOOK ACTION BY SENDING MESSAGES TO THEIR LEGISLATORS, EXPRESSING HOW THE EARNED INCOME TAX CREDIT, EARLY CHILDHOOD EDUCATION PROGRAMS, AFFORDABLE HOUSING, AND/OR SKILLS TRAINING AFFECT THEIR LIVES. THROUGH A SERIES OF TARGETED COMMUNITY CONVERSATIONS WITH DIVERSE MEMBERS OF THE COMMUNITY, UNITED WAY OF SOUTHWEST MICHIGAN IS SEEKING TO LEARN THE HOPES, ASPIRATIONS, AND CONCERNS OF COMMUNITY MEMBERS. 4239652 1 1 0 1 0 0 0 0 1 0 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 7 0 1 24 1 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 MI X ANNA MURPHY 2699821700 2015 LAKEVIEW AVE ST JOSEPH MI 49085 ANNA UTLEY DIRECTOR 2.00 X 0 0 0 GOKUL NAIR OFFICER, VICE CHAIR 2.00 X X 0 0 0 EMILY SZYMKIEWICZ OFFICER, TREASURER 2.00 X X 0 0 0 ZACK EAST OFFICER, BOARD CHAIR 2.00 X X 0 0 0 GLENN COWLES DIRECTOR 2.00 X 0 0 0 BARBARA CRAIG DIRECTOR 2.00 X 0 0 0 RANDY HENDRIXSON DIRECTOR 2.00 X 0 0 0 NICOLE BRITTEN DIRECTOR 2.00 X 0 0 0 KIRSTEN HEWITT DIRECTOR 2.00 X 0 0 0 SOROYA PIERRE VANARSTEN DIRECTOR 2.00 X 0 0 0 TIM SMITH DIRECTOR 2.00 X 0 0 0 KOREY THOMAS DIRECTOR 2.00 X 0 0 0 CORY SHIMULUNAS DIRECTOR 2.00 X 0 0 0 SUSAN DOBRICH DIRECTOR 2.00 X 0 0 0 ANNA MURPHY PRESIDENT 50.00 X 143000 0 17406 RACHEL WADE EMPLOYEE 45.00 X 118668 0 4546 261668 0 21952 2 0 1 0 0 3996653 3996653 GREAT START 900099 87161 87161 BE HEALTHY BERRIEN 900099 55000 55000 OTHER PROGRAM FEES 900099 17915 17915 160076 58888 58888 586357 599039 -12682 -12682 -12682 4202935 160076 0 46206 2948183 2948183 283621 200890 78336 4395 1092550 386312 433497 272741 167358 81276 51575 34507 105205 45929 37966 21310 10700 10700 144641 113647 23408 7586 81110 21051 46816 13243 11306 5009 1970 4327 65441 20288 15161 29992 46787 17309 19744 9734 2119 1572 448 99 202 81 77 44 68618 27596 26918 14104 42892 17157 16299 9436 SUPPLIES 369423 347314 2598 19511 DEVELOPMENT/TRAINING 21830 6038 15723 69 5461986 4239652 781236 441098 1367843 542380 2840092 2726730 489372 27826 47721 62866 1095831 439336 700719 656495 1400610 1612180 192557 215424 7038914 5843901 67598 69829 1462750 1460250 125553 114728 1655901 1644807 X 1542432 1252455 3840581 2946639 5383013 4199094 7038914 5843901 X -1259051 113510 -38378 X X 0 1 X 1 0 X 5134771 4901076 5003226 4788675 3996653 23824401 5134771 4901076 5003226 4788675 3996653 23824401 23824401 93972 71871 38269 32799 46206 283117 24107518 0.98830 0.98810 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3854 3854 5458132 5461986 423099 105775 0 0 420572 462093 423099 1305764 1958646 21 4685 3854 8560 105143 115523 105775 326441 489662 21 4685 3854 8560 0 1 X 834909 214080 620829 260922 225256 35666 656495 FIXED INCOME MUTUAL FUNDS 1612180 F 1612180 DUE TO DESIGNATED AGENCIES 76351 OTHER ACCRUALS 38377 114728 X 4278067 113510 22057 135567 4142500 60435 60435 4202935 5461986 0 5461986 0 5461986 PART IV, LINE 2B: THE ORGANIZATION ACTS IN AN AGENCY CAPACITY WITH ANOTHER ORGANIZATION (WHIRLPOOL CORPORATION). THE ORGANIZATION COLLECTS AND DISTRIBUTES FUNDS UNDER THE DIRECTION OF THIS OTHER ORGANIZATION. THE ORGANIZATION RECORDS THE ASSETS HELD AS CASH AND CASH EQUIVALENTS WITH AN OFFSETTING LIABILITY RECORDED. PART X, LINE 2: UNITED WAY IS EXEMPT FROM FEDERAL INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3), AND IS NOT CONSIDERED A PRIVATE FOUNDATION. UNITED WAY FILES TAX RETURNS IN THE U.S. FEDERAL JURISDICTION. THERE ARE NO MATERIAL UNRECOGNIZED/DERECOGNIZED TAX BENEFITS OR TAX PENALTIES OR INTEREST. UNITED WAY IS NO LONGER SUBJECT TO U.S. FEDERAL INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR THE THREE YEARS BEFORE THE END OF THE CURRENT YEAR. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN BENEFICIAL INTEREST IN COMMUNITY FOUNDATION 23,391. LOSS ON DISPOSAL OF FIXED ASSET -1,334. PART XI, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATED CONTRACTS 60,435. 1 AMERICAN RED CROSS COUNTY CHAPTER 303 RIVERVIEW BENTON HARBOR MI 49022 381359183 501C3 15000 0 GENERAL SUPPORT BERRIEN COUNTY CANCER SERVICE 7301 RED ARROW HIGHWAY STEVENSVILLE MI 49127 381387101 501C3 47500 0 GENERAL SUPPORT BERRIEN COUNTY HEALTH DEPARTMENT PO BOX 706 BENTON HARBOR MI 49022 386000191 GOV 86500 0 GENERAL SUPPORT BERRIEN RESA 717 ST JOSEPH AVE BERRIEN SPRINGS MI 49103 381714920 GOV 40000 0 GENERAL SUPPORT BIG BROTHERS BIG SISTERS 10 N THIRD ST NILES MI 49120 381846835 501C3 32500 0 GENERAL SUPPORT BOYS AND GIRLS CLUB OF BENTON HARBOR 1200 EAST MAIN ST BENTON HARBOR MI 49022 383461586 501C3 70000 0 GENERAL SUPPORT CAMP FIRE RIVER BEND PO BOX 459 NOTRE DAME IN 46556 350924790 501C3 12500 0 GENERAL SUPPORT CARES 960 AGARD BENTON HARBOR MI 49023 382784545 501C3 9000 0 GENERAL SUPPORT CENTER(ED) ON WELLNESS 1850 COLFAX AVE BENTON HARBOR MI 49022 382032501 501C3 52000 0 GENERAL SUPPORT CHILDREN'S ADVOCACY CENTER OF SOUTHWEST MICHIGAN 4938 S NILES RD ST JOSEPH MI 49085 382265793 501C3 52500 0 GENERAL SUPPORT DISABILITY NETWORK OF SOUTHWEST MICHIGAN 517 E CROSSTOWN PARKWAY KALAMAZOO MI 49001 382351028 501C3 13000 0 GENERAL SUPPORT DOMESTIC VIOLENCE COALITION 303 E PAW PAW ST 7 PAW PAW MI 49079 382460520 501C3 12500 0 GENERAL SUPPORT EMERGENCY SHELTER SERVICES INC 645 PIPESTONE RD BENTON HARBOR MI 49022 382268351 501C3 42500 0 GENERAL SUPPORT FEEDING AMERICA WEST MI FOOD BANK 864 W RIVER CENTER DRIVE NE COMSTOCK PARK MI 49321 363673599 501C3 32500 0 GENERAL SUPPORT GIRLS ON THE RUN PO BOX 440 ST JOSEPH MI 49085 813590502 501C3 15000 0 GENERAL SUPPORT JUNIOR ACHIEVEMENT 601 NOBLE DR FORT WAYNE IN 46825 350922731 501C3 10000 0 GENERAL SUPPORT KINEXUS 499 W MAIN ST BENTON HARBOR MI 49022 383287818 501C3 87500 0 GENERAL SUPPORT LAKE MICHIGAN COLLEGE 2755 E NAPIER AVE BENTON HARBOR MI 49022 382714753 501C3 37500 0 GENERAL SUPPORT LEGAL AID OF WESTERN MICHIGAN 901 PORT ST ST JOSEPH MI 49085 382156874 501C3 15000 0 GENERAL SUPPORT LOGAN COMMUNITY RESOURCES 2505 E JEFFERSON BOULEVARD SOUTH BEND IN 46615 350965639 501C3 50000 0 GENERAL SUPPORT OCCDA PO BOX 1146 BENTON HARBOR MI 49022 271050319 501C3 25000 0 GENERAL SUPPORT OUTCENTER OF SOUTHWEST MICHIGAN 132 WATER STREET BENTON HARBOR MI 49022 800341856 501C3 17500 0 GENERAL SUPPORT REGION IV AREA AGENCY ON AGING INC 2900 LAKEVIEW AVE ST JOSEPH MI 49085 382332594 501C3 118500 0 GENERAL SUPPORT SALVATION ARMY - BENTON HARBOR 233 MICHIGAN BENTON HARBOR MI 49022 381359297 501C3 65000 0 GENERAL SUPPORT SALVATION ARMY - NILES 424 15TH ST NILES MI 49120 381359297 501C3 37500 0 GENERAL SUPPORT SENIOR NUTRITION SERVICES REGION IV INC 1708 COLFAX BENTON HARBOR MI 49022 382766803 501C3 27500 0 GENERAL SUPPORT SENIOR SERVICES OF VAN BUREN COUNTY 600 E MICHIGAN AVE PAW PAW MI 49079 383200638 501C3 7500 0 GENERAL SUPPORT SOUTHWEST MICHIGAN COMMUNITY ACTION AGENCY 185 E MAIN ST STE 303 BENTON HARBOR MI 49022 382415106 501C3 17500 0 GENERAL SUPPORT SOUTHWESTERN MICHIGAN COLLEGE 58900 CHERRY GROVE RD DOWAGIAC MI 49047 381943374 501C3 14000 0 GENERAL SUPPORT THE AVENUE FAMILY NETWORK 2450 SOUTH M-139 BENTON HARBOR MI 49022 382592238 501C3 53000 0 GENERAL SUPPORT UNITED CHRISTIAN SERVICES OF EASTERN VAN BUREN COUNTY 600 E MICHIGAN AVE PAW PAW MI 49079 822904639 501C3 15000 0 GENERAL SUPPORT VAN BURENCASS DISTRICT HEALTH DEPARTMENT 57418 CR 681 HARTFORD MI 49057 382715388 GOV 25000 0 GENERAL SUPPORT WELL OF GRACE 5707 RED ARROW HWY STEVENSVILLE MI 49127 201716641 501C3 7500 0 GENERAL SUPPORT WOODLANDS 960 M-60 EAST CASSOPOLIS MI 49031 382470901 501C3 12500 0 GENERAL SUPPORT YMCA OF SOUTHWEST MICHIGAN 905 N FRONT ST NILES MI 49120 381358236 501C3 65000 0 GENERAL SUPPORT YOUTH SOLUTIONS 330 WEST MAIN BENTON HARBOR MI 49022 821416934 501C3 41500 0 GENERAL SUPPORT BENTON HARBOR COMMUNITY DEVELOPMENT CORPORATION 273 MORTON AVE APT 2 BENTON HARBOR MI 49022 853784631 501C3 45250 0 GENERAL SUPPORT COURT APPOINTED SPECIAL ADVOCATES OF SW MI PO BOX 1146 BENTON HARBOR MI 49023 833301571 501C3 20000 0 GENERAL SUPPORT HERITAGE SOUTHWEST ISD 61682 DAILEY RD CASSOPOLIS MI 49031 381717760 501C3 22500 0 GENERAL SUPPORT NEIGHBOR BY NEIGHBOR 16170 RED ARROW HWY STE C7 UNION PIER MI 49129 863461874 501C3 12500 0 GENERAL SUPPORT NEW HEIGHTS CHRISTIAN COMMUNITY DEVELOPMENT ASSOCIATION 4367 S NILES RD ST JOSEPH MI 49085 815017908 501C3 10000 0 GENERAL SUPPORT SAFE HARBOR CHILDRENS ADVOCACY CENTER 402 TROWBRIDGE ST ALLEGAN MI 49010 382748322 501C3 15000 0 GENERAL SUPPORT CENTER FOR GROWTH AND INDEPENDENCE 1440 E EMPIRE AVE BENTON HARBOR MI 49022 382025227 501C3 25000 0 GENERAL SUPPORT VAN BUREN COMMUNITY MENTAL HEALTH AUTHORITY 801 HAZEN ST C PAW PAW MI 49079 381917556 501C3 10000 0 GENERAL SUPPORT WE CARE COMMUNITY RESOURCE CENTER 1301 M-43 SUITE 2B SOUTH HAVEN MI 49090 382463936 501C3 7500 0 GENERAL SUPPORT 0 0 0 0 0 0 0 0 0 ANNA MURPHY PRESIDENT 143000 0 0 0 0 0 0 0 17406 0 160406 0 0 0 X 1079 THRIFT STORE VALUE X 3 15623 STOCK TRADING VALUE 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S 990 IS PREPARED BY THEIR INDEPENDENT ACCOUNTANTS. BOTH A DRAFT AND/OR "PDF" VERSION OF THE RETURN IS PROVIDED TO THE ORGANIZATION'S PRESIDENT AND EXECUTIVE COMMITTEE FOR REVIEW. THIS COMMITTEE ACTS ON BEHALF OF THE GOVERNING BOARD AND GIVES FINAL APPROVAL FOR THE FILING OF THE 990 BY EITHER MAIL OR ELECTRONICALLY. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, ALL OFFICERS, DIRECTORS, TRUSTEES, AND KEY EMPLOYEES ARE REQUIRED TO COMPLETE THE "CONFLICT OF INTEREST QUESTIONNAIRE AND THEY ARE REVIEWED BY THE GOVERNING BOARD AND EXECUTIVE DIRECTOR. ANY FOLLOW-UP IS DONE ON A CASE BY CASE BASIS. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATIONS PROCESS FOR DETERMINING COMPENSATION INCLUDES THE FOLLOWING ELEMENTS 1.) REVIEW AND APPROVAL BY THE EXECUTIVE COMMITTEE; 2.) USE OF DATA AS TO COMPARABLE COMPENSATION; AND 3.)CONTEMPORANEOUS DOCUMENTATION AND RECORDKEEPING. THE EXECUTIVE COMMITTEE HAS THE RESPONSIBILITY FOR SETTING COMPENSATION WITHIN THE PRESCRIBED GUIDELINES FOR THE PRESIDENT/CEO. THE PRESIDENT/CEO HAS THE RESPONSIBILITY TO DETERMINE STAFF COMPENSATION WITHIN THE PRESCRIBED GUIDELINES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAINTAINS COPIES OF ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AT ITS OFFICES. THE ORGANIZATION MAKES THESE DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: OTHER CHANGE IN BENEFICIAL INTEREST IN COMMUNITY FOUNDATION 23,391. DONOR DESIGNATED CONTRIBUTIONS -60,435. LOSS ON DISPOSAL OF ASSET -1,334. FORM 990, PART XII, LINE 2C NO CHANGE FROM PRIOR YEAR.