2024-10-07T12:18:55-05:00 2024-03-31 382184825 HUNGERFORD CPAS ADVISORS 675 E 16TH STREET 100 HOLLAND MI 49423 990 2023-04-01 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 2024-10-06 2023 2024-10-15 13:58:12Z DEBORAH ERICKSON PO BOX 1349 HOLLAND MI 49422 2531064 0 X WWW.HWMUW.ORG X 2000 MI TO IMPROVE LIVES BY MOBILIZING THE CARING POWER OF COMMUNITY TO ADVANCE THE COMMON GOOD. 12 12 32 254 0 0 1756286 1136900 1377704 1342999 29907 38941 68622 12224 3232519 2531064 630000 265099 0 0 2059750 1636492 0 0 226635 1205332 1087283 3895082 2988874 -662563 -457810 2698155 2228665 588087 496984 2110068 1731681 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 2009742 265099 1343123 ALLOCATED FUNDS TO 36 NONPROFIT AGENCIES FUNDING 44 DIFFERENT PROGRAMS WHICH SERVED OVER 100,00 CLIENTS WITHIN OTTAWA AND ALLEGAN COUNTIES. IN ADDITION, THE ORGANIZATION LEVERAGED AN ADDITIONAL $65,903 IN FUNDING WITHIN THE COUNTIES. GREATER OTTAWA COUNTY UNITED WAY IS A LOCAL PARTNER THAT DRIVES MEASURABLE, LASTING IMPACT THROUGH PROGRAMS INITIATIVES AND COLLABORATIVES. 2009742 1 1 0 0 0 0 0 0 0 0 1 1 0 1 1 0 0 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 19 0 32 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 0 1 1 1 1 1 1 1 0 MI X X X GAIL MONTGOMERY 6167528645 118 COMMERCE AVE SW GRAND RAPIDS MI 49503 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 74965 0 14876 BRIAN GAGGIN CEO (2/23) 40.00 X 39649 0 5512 114614 0 20388 0 0 0 0 0 1136900 1136900 CONTRACTED SUPPORT 900099 1342999 1342999 1342999 38941 38941 12100 0 12100 12100 12100 ADMINISTRATIVE FEES 900099 124 124 124 2531064 1343123 0 51041 265099 265099 82149 38066 32327 11756 1163990 997492 119803 46695 66903 51700 12281 2922 232309 212565 11387 8357 91141 77292 9473 4376 21127 21127 18000 18000 10021 10021 154986 46183 105649 3154 21036 783 1435 18818 18123 3185 12986 1952 91124 33633 31926 25565 48619 28550 10531 9538 10250 7514 1435 1301 602 550 52 24994 24994 33586 22149 6511 4926 SPECIAL PROJECTS 195168 195168 SPECIAL EVENTS & FUNDRA 166193 164733 38 1422 DESIGNATION EXPENSE 156002 611 72946 82445 INITIATIVES 53025 51816 1209 64427 7821 53198 3408 2988874 2009742 752497 226635 552468 382449 736865 430966 11166 27707 689464 332917 381540 356547 354297 400848 468855 502835 192964 127313 2698155 2228665 276746 29112 311341 467872 588087 496984 X 913193 1240519 1196875 491162 2110068 1731681 2698155 2228665 -457810 79423 0 X 0 0 0 X 1747644 2170746 2640169 1756286 1136900 9451745 1747644 2170746 2640169 1756286 1136900 9451745 339518 9112227 43187 41015 48440 38883 51041 222566 180978 195235 188421 61422 124 626180 10300491 641324 0.88460 0.90540 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2019 AMOUNT: $ 170,550. 2020 AMOUNT: $ 166,510. 2021 AMOUNT: $ 182,323. 2022 AMOUNT: $ 52,137. 2023 AMOUNT: $ 0. MANAGEMENT FEES - 2019 AMOUNT: $ 10,428. 2020 AMOUNT: $ 28,725. 2021 AMOUNT: $ 6,098. 2022 AMOUNT: $ 9,285. 2023 AMOUNT: $ 124. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 56086 56086 435611 144771 290840 11155 11155 0 186612 176991 9621 356547 INVESTMENTS - LONG TERM 502835 F 502835 RIGHT-OF-USE ASSET 127313 127313 DESIGNATIONS PAYABLE 226952 DEPOSITS 113607 LEASE LIABILITY 127313 467872 0 ARBOR CIRCLE 412 CENTURY LN HOLLAND MI 49423 383263853 501C3 14571 0 COUNSELING/THERAPY CHILDRENS ADVOCACY CENTER 12125 UNION STREET HOLLAND MI 49424 383445089 501C3 19471 0 ASSESS INTERVENTION CITY ON A HILL MINISTRIES 100 SOUTH PINE STREET ZEELAND MI 49464 203901260 501C3 8233 0 HOMEWORK LEARNING COMMUNITY ACCESS LINE OF THE LAKESHORE 560 SEMINOLE ROAD MUSKEGON MI 49441 383171086 501C3 10418 0 CALL 211 COMMUNITY ACTION HOUSE 345 WEST 14TH STREET HOLLAND MI 49423 237120670 501C3 26214 0 CASE MANAGEMENT GOOD SAMARITAN MINISTRIES 513 E 8TH STREET SUITE 25 HOLLAND MI 49423 381887347 501C3 11807 0 HOUSING, MENTORS HARVEST STAND MINISTRIES 100 SOUTH PINE STREET SUITE 100 ZEELAND MI 49464 320069107 501C3 5556 0 BASIC NEEDS LATIN AMERICANS UNITED FOR PROGRESS 96 WEST 15TH STREET SUITE 101 HOLLAND MI 49423 382099880 501C3 5614 0 LEADERSHIP, EDU. LEGAL AID OF WESTERN MICHIGAN 89 IONIA NW NO 400 GRAND RAPIDS MI 49503 382156874 501C3 5768 0 LEGAL SERVICES MEDIATION SERVICES 68TH WEST 8TH STREET SUITE 220 HOLLAND MI 49423 383247969 501C3 9515 0 FAMILY CONFERENCING MOSAIC COUNSELING 1703 S DESPELDER STREET GRAND HAVEN MI 49417 382216806 501C3 17642 0 MENTAL HEALTH SERVICES REACH FOR RECOVERY PO BOX 1875 HOLLAND MI 49422 381984739 501C3 9148 0 SUBSTANCE ABUSE RESILIENCE ADVOCATES FOR ENDING VIOLENCE 411 BUTTERNUT DRIVE HOLLAND MI 49424 382181204 501C3 31086 0 HUMAN SERVICES SALVATION ARMY - GRAND HAVEN 615 SLATERS LANE ALEXANDRIA VA 22314 132923701 501C3 8360 0 EMERGENCY HOUSING TRI-CITIES FAMILY YMCA 1 Y DRIVE GRAND HAVEN MI 49417 381717502 501C3 5285 0 DAY CAMP ZEE BUS 3390 100TH AVE ZEELAND MI 49464 386003307 501C3 7195 0 MOBILE LIBRARY CHILDREN'S AFTER SCHOOL ACHIEVEMENT (CASA) 263 COLLEGE AVE HOLLAND MI 49423 202112557 501C3 6970 0 YOUTH DEVELOPMENT TRIO UPWARD BOUND 263 COLLEGE AVE HOLLAND MI 49423 381381271 501C3 8422 0 YOUTH DEVELOPMENT. FORM 990, PART VI, SECTION B, LINE 11B THE ACCOUNTING FIRM PREPARES THE 990. THE 990 WAS REVIEWED BY THE CFO PRIOR TO FILING. 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 - 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. SUBSEQUENT TO YEAR END, GREATER OTTAWA COUNTY UNITED WAY CEASED OPERATIONS AND CORPORATE EXISTENCE AND TRANSFERRED ALL REMAINING ASSETS TO HEART OF WEST MICHIGAN UNITED WAY IN A TRANSFER AND AFFILIATION AGREEMENT.