2024-06-24T17:22:44-04:00 2024-03-31 382620437 MasterPlan Inc 6314 High Street Haslett MI 48840 990 2023-04-01 237136978 United Way of Montcalm-Ionia Counties UNIT 302 S Bridge Street Belding MI 48809 Terri Legg President & CEO 6167949840 2024-06-19 true Terri Legg XXX-XX-XXXX true James E Eddy CPA P01344489 5178976814 2024-06-24 2 00 AAL2 IAL1 2023 2023-04-26 12:10:37Z Terri Legg 302 S Bridge Street Belding MI 48809 347431 false X www.liveunitedm-i.org X 1953 MI To make studies of community needs and to provide funds for the maintenance and operations of organizations in Montcalm and Ionia counties that meet these needs. 16 16 9 571 0 0 441955 347427 12 0 1 4 0 441968 347431 132644 123099 0 239629 197374 0 23943 122281 76043 494554 396516 -52586 -49085 285267 212480 75215 45312 210052 167168 To make studies of community needs and to provide funds for the maintenance and operations of organizations in Montcalm and Ionia counties that meet these needs. false false 333471 123099 United Way brings people together to build strong, equitable communities where everyone can thrive as one of the worlds largest privately funded charities, making life better for those in Montcalm and Ionia Counties every year. United Way communities tackle tough challenges and work with private, public, and nonprofit partners to boost education, economic mobility, health resources, and basic needs. This is done by mobilizing human and financial resources to positively impact our neighbors education, financial stability, and physical & emotional health. Assess community needs: provide outcome measurement training to various entities in the community; provide program assessment, review, and selection, administer grants, provide financial and stewardship oversight of grant recipients and participate in community partnerships including 211 database management and management of our volunteer center to advance common goals in the focused areas mentioned above. IRS Volunteer Return Preparation VITA: Volunteer Income Tax Assistance (VITA) Saved community members $58,000 in estimated tax preparation fees through our Volunteer Income Assistance Program. Preparing and filing household taxes can be confusing and when filing on their own many people may miss credits for which they are eligible or be unable to file altogether. Additionally, many households cannot afford to spend part of their tax refund on costly tax preparation fees. For individuals and families making less than $57,000, the Volunteer Income Tax Assistance program has a team of IRS certified volunteers to provide free, high-quality tax return preparation, ensuring clients receive all eligible tax credits and deductions. Significant milestones this past year include playing a pivotal role in expanding the Earned Income Tax Credit (EITC) ensuring an average of $1,000 in income support for working parents of two children. We gave nearly 120,000 diapers to families in need. Local food pantries received 60,000 meals going to local food pantries. 16,117 pounds of food going to food-insecure children and homebound seniors. Nearly 248,000 feminine hygiene products have been provided to area schools. Hosted a property simulator for the community and our 4th annual Community Leaders Conference on Housing. 333471 true true false false false false false false false false true false false true true true false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false true 0 0 true 9 true false false false false false false false false false false false false X 16 16 false false false false false false false true true false false true true true true true true true true false MI X X Terri Legg 6167949840 302 S Bridge Street Belding MI 48809 Terri Legg President & CEO 45.00 0.00 X 80272 0 11117 Kat Reed Director 1.50 0.00 X 0 0 0 Julie Stafford Director 1.50 0.00 X 0 0 0 Lisa Lund Director 1.50 0.00 X 0 0 0 Renae Osmolinski Director 1.50 0.00 X 0 0 0 Kristie Smith Director 1.50 0.00 X 0 0 0 Lauren Barker Director 1.50 0.00 X 0 0 0 Ben Wood Director 1.50 0.00 X 0 0 0 Jakob Bigard Director 1.50 0.00 X 0 0 0 James Chesley Director 1.50 0.00 X 0 0 0 Jeff Blanchard Director 1.50 0.00 X 0 0 0 Chris Clute Director 1.50 0.00 X 0 0 0 Justin Kessler Director 1.50 0.00 X 0 0 0 Dayna Ellis Director 1.50 0.00 X 0 0 0 Dan Mitchell Board Chair 2.00 0.00 X X 0 0 0 Sharon McInnis Secretary 2.00 0.00 X X 0 0 0 Dave Seppala Treasurer 2.00 0.00 X X 0 0 0 80272 0 11117 0 false false false 33000 314427 347427 4 4 347431 0 0 4 123099 123099 100071 80057 10007 10007 80398 59952 15334 5112 3643 2186 1093 364 13262 10274 1886 1102 249 195 36 18 13520 10554 1970 996 6042 4717 880 445 341 267 49 25 9348 7297 1362 689 19200 14987 2798 1415 6660 5199 970 491 5843 4561 851 431 3302 2578 481 243 242 189 35 18 2468 1926 360 182 Dues and Memberships 2338 1825 341 172 TelephonePostageInternet 5734 2988 558 2188 Miscellaneous 756 620 91 45 396516 333471 39102 23943 79269 26028 71827 55801 750 750 7066 7066 242 133179 129901 285267 212480 21423 15813 31704 16764 22088 12735 75215 45312 X -86979 -161757 297031 328925 210052 167168 285267 212480 -49085 6201 0 X true X false true false X 298439 354013 568928 409455 347914 1978749 298439 354013 568928 409455 347914 1978749 376290 1602459 70 10 1 4 85 2710 12 2722 1981556 0.80870 0.97210 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7066 7066 Beneficial Int Comm Foundation 118049 Right to Use Asset Operating Lease 11852 129901 Operating Lease Obligation 12735 12735 X Other revenues included on Form 990 (Part XI, line 4b) Donor Designations not included in Reviewed Financial Statements. Other expenses included on Form 990 (Part XII, line 4b) Donor Designations not included in Reviewed Financial Statements. Footnote for uncertain tax position under FIN 48 (Part X) The Organization is exempt from Federal income taxes under Section 501(c)(3) of the Internal Revenue Code and, therefore, has made no provision for Federal income taxes in the accompanying financial statements. In addition, the Organization has been determined by the Internal Revenue Service not to be a private foundation within the meaning of Section 509(a) of the Internal Revenue Code. Contributions to the Organization are tax deductible. For the years ended March 31, 2024 and 2023, there were no penalties recorded in the financial statements. The Organization files information returns in the U.S. Federal jurisdiction. Form 990 governing body review Part VI line 11 DRAFT OF 990 REVIEWED BY DIRECTOR AND BOARD PRIOR TO FILING Conflict of interest policy compliance Part VI line 12c BOARD OF DIRECTORS REVIEWS CONFLICT OF INTEREST POLICY ANNUALLY CEO executive director top management comp Part VI line 15a EXECUTIVE DIRECTOR COMPENSATION FROM SIMILIAR MICHIGAN UNITED WAY AGENCIES IS REVIEWEDTO ASSURE THAT THIS AGENCYS EXECUTIVE DIRECTORS COMPENSATION IS NEITHERSIGNIFICANTLY ABOVE NOR BELOW THE AVERAGE OF THOSE IN COMPARABLE AGENCIES. Other officer or key employee compensation Part VI line 15b EMPLOYEE COMPENSATION FROM SIMILIAR MICHIGAN UNITED WAY AGENCIES IS REVIEWEDTO ASSURE THAT THIS AGENCYS EMPLOYEE COMPENSATION IS NEITHER SIGNIFICANTLYABOVE NOR BELOW THE AVERAGE OF THOSE IN COMPARABLE AGENCIES. Governing documents etc available to public Part VI line 19 GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.