2024-10-07T13:12:57-05:00 2024-05-31 382184825 HUNGERFORD CPAS ADVISORS 675 E 16TH STREET 100 HOLLAND MI 49423 990 2024-04-01 383522782 GREATER OTTAWA COUNTY UNITED WAY GREA 6163967811 PO BOX 1349 HOLLAND MI 49422 DEBORAH ERICKSON BOARD PRESIDENT 6163967811 2024-10-07 1 0 JILL R SCHUTTE CPA P01773354 6163928534 2024-10-07 2023 2024-10-15 13:58:12Z X DEBORAH ERICKSON PO BOX 1349 HOLLAND MI 49422 328972 0 X WWW.HWMUW.ORG X 2000 MI TO IMPROVE LIVES BY MOBILIZING THE CARING POWER OF COMMUNITY TO ADVANCE THE COMMON GOOD. X 12 12 0 12 0 0 1136900 119590 1342999 190661 38941 -6650 12224 25331 2531064 328932 265099 491 0 0 1636492 232326 0 0 15295 1087283 89647 2988874 322464 -457810 6468 2228665 0 496984 0 1731681 0 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 245794 491 213752 ALLOCATED FUNDS TO VARIOUS NONPROFIT AGENCIES FUNDING SEVERAL DIFFERENT PROGRAMS WHICH SERVE CLIENTS WITHIN OTTAWA AND ALLEGAN COUNTIES. GREATER OTTAWA COUNTY UNITED WAY IS A LOCAL PARTNER THAT DRIVES MEASURABLE, LASTING IMPACT THROUGH PROGRAMS INITIATIVES AND COLLABORATIVES. 245794 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 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 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 0 1 1 1 1 1 1 1 0 MI X X X GAIL MONTGOMERY 6163967811 118 COMMERCE AVE SW GRAND RAPIDS MI 49503 X 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 0 0 0 0 0 0 0 0 119590 119590 CONTRACTED SUPPORT 900099 190661 190661 190661 -6610 -6610 2200 0 2200 2200 2200 40 -40 -40 -40 ADMINISTRATIVE FEES 900099 21440 21440 MISCELLANEOUS INCOME 900099 1691 1691 23131 328932 213752 0 -4410 491 491 181470 162816 10000 8654 10206 8759 1014 433 27409 25841 1568 13241 11852 765 624 18477 18477 18550 18550 567 567 4318 1324 2994 5194 2924 1295 975 1958 957 54 947 4382 347 4035 3004 1071 1049 884 COMMUNITY ASSESSMENT 25000 25000 EQUIPMENT LEASE 3550 2130 710 710 INITIATIVES 3214 2006 1208 MISCELLANEOUS 651 0 243 408 782 276 414 92 322464 245794 61375 15295 0 382449 0 430966 0 0 0 0 0 0 27707 0 0 356547 0 400848 0 502835 0 0 0 127313 0 2228665 0 29112 467872 0 496984 0 X 1240519 0 491162 0 1731681 0 2228665 0 X 6468 6784 -1744933 X 0 0 0 X 2170746 2640169 1756286 1136900 119590 7823691 2170746 2640169 1756286 1136900 119590 7823691 321755 7501936 41015 48440 38883 51041 179379 195235 188421 61422 124 23131 468333 8471403 445222 0.88560 0.88460 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2019 AMOUNT: $ 166,510. 2020 AMOUNT: $ 182,323. 2021 AMOUNT: $ 52,137. 2022 AMOUNT: $ 0. 2023 AMOUNT: $ 23,131. MANAGEMENT FEES - 2019 AMOUNT: $ 28,725. 2020 AMOUNT: $ 6,098. 2021 AMOUNT: $ 9,285. 2022 AMOUNT: $ 124. SCHEDULE A PART II DUE TO THE SHORT YEAR APRIL1, 2024-MAY 31, 2024 THERE ARE TWO TAX RETURNS COMPLETED ON THE 2023 FORM. THE 2023 COLUMN REPORTS 4/1/24-5/31/24, THE 2022 COLUMN REPORTS 4/1/23-3/31/24, THE 2021 COLUMN REPORTS 4/1/22-3/31/23, THE 2020 REPORTS 4/1/21-3/31/22 AND THE 2019 COLUMN REPORTS 4/1/20-3/31/21. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED CASH 2024-05-31 194659 BANK ACCOUNT VALUE 381360923 HEART OF WEST MICHIGAN UNITED WAY 118 COMMERCE AVENUE SW SUITE 100 GRAND RAPIDS MI 495034106 501(C)3 INVESTMENT ACCOUNT 2024-05-31 348252 INVESTMENT ACCOUNT VALUE 381360923 HEART OF WEST MICHIGAN UNITED WAY 118 COMMERCE AVENUE SW SUITE 100 GRAND RAPIDS MI 495034106 501(C)3 ACCOUNTS RECEIVABLE 2024-05-31 629580 EXPECTED COLLECTION VALUE 381360923 HEART OF WEST MICHIGAN UNITED WAY 118 COMMERCE AVENUE SW SUITE 100 GRAND RAPIDS MI 495034106 501(C)3 PREPAID ASSETS 2024-05-31 29181 EXPECTED FUTURE VALUE 381360923 HEART OF WEST MICHIGAN UNITED WAY 118 COMMERCE AVENUE SW SUITE 100 GRAND RAPIDS MI 495034106 501(C)3 PROPERTY, PLANT AND EQUIPMENT 2024-05-31 352473 COST LESS ACCUMULATED DEPRECIATION 381360923 HEART OF WEST MICHIGAN UNITED WAY 118 COMMERCE AVENUE SW SUITE 100 GRAND RAPIDS MI 495034106 501(C)3 COMMUNITY FOUNDATION INVESTMENT 2024-05-31 502835 INVESTMENT ACCOUNT VALUE 381360923 HEART OF WEST MICHIGAN UNITED WAY 118 COMMERCE AVENUE SW SUITE 100 GRAND RAPIDS MI 495034106 501(C)3 0 0 0 0 1 1 1 1 0 FORM 990, PART VI, SECTION B, LINE 11B THE ACCOUNTING FIRM PREPARES THE FORM 990. THE 990 WAS REVIEWED UPON COMPLETION BY THE CFO PRIOR TO BEING FILED ELECTRONICALLY BY THE ACCOUNTING FIRM. EFFECTIVE JUNE 1, 2024 THE ORGANIZATION WAS DISSOLVED. AS A RESULT, THE BOARD WAS NOT ACTIVE AT THE TIME OF THIS FILING. 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 XI, LINE 9: TRANSFER TO HEART OF WEST MICHIGAN -1,744,933. 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. GREATER OTTAWA COUNTY UNITED WAY CEASED OPERATIONS AND CORPORATE EXISTANCE AND TRANSFERRED ALL REMAINING ASSETS TO HEART OF WEST MICHIGAN UNITED WAY IN THE TRANSFER AND AFFILIATION AGREEEMENT.