2024-05-15T13:32:36-04:00 2023-10-01 383133790 ANDREWS HOOPER PAVLIK PLC 43252 WOODWARD AVE STE 150 BLOOMFIELD HILLS MI 48302 990 2023-07-01 381951024 UNITED WAY OF WASHTENAW COUNTY UNIT 3132269423 2305 PLATT RD ANN ARBOR MI 48104 DARIENNE HUDSON PRESIDENT/CEO 3132269423 2024-05-14 true DARIENNE HUDSON 999009999 true GEORGE W SMITH IV P00654680 2483406050 2024-05-15 2023 2023-04-26 12:10:37Z X DARIENNE HUDSON 3011 W GRAND BLVD SUITE 500 DETROIT MI 48202 601027 false X WWW.UWWASHTENAW.ORG X 1972 MI TO CONNECT PEOPLE, ORGANIZATIONS, AND RESOURCES TOGETHER TO CREATE A THRIVING COMMUNITY FOR EVERYONE. X 0 0 0 40 0 4114057 548795 28339 0 95526 33279 5414 -10937 4243336 571137 2492403 259506 0 972494 246621 0 124463 733014 179471 4197911 685598 45425 -114461 8922806 0 1681537 0 7241269 0 X TO CONNECT PEOPLE, ORGANIZATIONS, AND RESOURCES TOGETHER TO CREATE A THRIVING COMMUNITY FOR EVERYONE. false false 311389 259506 COMMUNITY IMPACT: COORDINATES PLANNING AND GRANT MAKING WITH OTHER LOCAL FUNDERS TO BEST MEET HUMAN SERVICE NEEDS; PARTNERS AND INVESTS IN OVER 55 PROGRAMS OF 40 LOCAL NONPROFITS TO ADDRESS THESE IDENTIFIED HUMAN SERVICE NEEDS ACROSS THE COUNTY; MONITORS AND REGULARLY EVALUATES GOVERNANCE, FISCAL CONDITION AND PROGRAM RESULTS OF FUNDED AGENCIES; MANAGES SPECIAL GRANT PROGRAMS; ENSURES COMPLIANCE WITH PATRIOT ACT AND PROCESSES DONOR DESIGNATED GIFTS; SERVES IN VARIOUS COMMUNITY LEADERSHIP ROLES IN ADDRESSING EMERGING HUMAN SERVICE ISSUES. 49923 FINANCIAL STABILITY: MANAGE A NATIONAL TAX PROGRAM, VITA (VOLUNTEER INCOME TAX ASSISTANCE) UNDER IRS GUIDANCE TO PROVIDE FREE TAX PREPARATION FOR TAXPAYERS MAKING 54,000 OR LESS. TRAIN AND CERTIFY VOLUNTEERS TO COMPLY WITH TAX REGULATIONS AND ETHICS WHO WILL WORK ONE-ON-ONE WITH ELIGIBLE TAXPAYERS TO PROVIDE TAX PREPARATION AND FILING SERVICES FOR BOTH FEDERAL AND STATE RETURNS. SPECIAL FOCUS IS ON HELPING TAXPAYERS OBTAIN REFUNDABLE CREDITS SUCH AS THE EITC AND STATE OF MICHIGAN HOME HEATING AND PROPERTY TAX CREDITS. THE VITA PROGRAM WAS ABLE TO SERVE CLIENTS IN PERSON, A SCAN AND GO SERVICE, AND 100% VIRTUAL. A COMBINATION OF THESE ALLOWED FOR AN INCREASE IN THE NUMBER OF RETURNS. TOTAL NUMBER OF FEDERAL RETURNS PREPARED WAS 717 WITH THE HELP OF A POOL OF 35 FULLY CERTIFIED AND EXPERIENCED VOLUNTEERS. FINANCIAL COACHING PROVIDES FREE ONE-ON-ONE SUPPORT THAT BUILDS AND SUSTAINS FOUNDATION LEVEL ASSET BUILDING FOR INDIVIDUALS AND FAMILIES WHILE CONNECTING THEM TO OTHER HUMAN AND FINANCIAL SERVICE OFFERINGS. THE ONLY REQUIREMENT FOR RECEIPT OF SERVICES IS A DESIRE TO BECOME MORE FINANCIALLY STABLE. 30928 COMMUNITY SERVICE: PROMOTE UNITED WAY CONTRIBUTIONS FROM UNION MEMBERS, RECRUITS VOLUNTEERS FOR UNITED WAY AND OTHER NONPROFITS FROM UNION MEMBERSHIP, AND LINKS FAMILIES THROUGH THE COMMUNITY LABOR COUNCIL AND THE AFL-CIO COMMUNITY SERVICES PROGRAMS. 22106 UNITED WAY REGIONAL CALL CENTER 2-1-1 PROVIDES CALLERS WITH INFORMATION ABOUT AND REFERRALS TO HUMAN SERVICES FOR EVERYDAY NEEDS AND IN TIMES OF CRISIS. UNITED WAY REGIONAL CALL CENTER 2-1-1 OFFERS BASIC HUMAN NEEDS RESOURCES, PHYSICAL/MENTAL HEALTH RESOURCES, EMPLOYMENT SUPPORT, SUPPORT FOR OLDER AMERICANS AND PERSONS WITH DISABILITIES, SUPPORT FOR CHILDREN, YOUTH, AND FAMILIES. VOLUNTEER CENTER - PROVIDES THE LARGEST LOCAL LISTING OF VOLUNTEER OPPORTUNITIES IN WASHTENAW COUNTY TO MAKE IT EASY FOR INDIVIDUALS, FAMILIES, AND GROUPS TO ENGAGE IN SERVICE TO THE COMMUNITY. DEI - DIVERSITY, EQUITY AND INCLUSION. 22106 414346 true true false false false false false false false true false false false false false true false false false false false false false false true false false true false false false false false false false false false true false false true false false false false false false true 3 0 true 0 false false false false false false false false false false false false X 0 0 false false false false false false false true true false false true true true true true true true true false MI X X KAREN LEGENDRE 3132269423 3011 W GRAND BLVD SUITE 500 DETROIT MI 48202 X PAMELA SMITH CEO/PRESIDEN 50.00 X 136056 0 1056 VALERIE KENNINGS CFO 40.00 X 42835 0 2681 JUSTIN BAGDADY DIRECTOR 0.50 X 0 0 0 ERIK BAKKER DIRECTOR 1.00 X 0 0 0 RICH CHANG DIRECTOR 0.50 X 0 0 0 STEVE DAY DIRECTOR 0.50 X 0 0 0 HENRY DECKER TREASURER 1.00 X X 0 0 0 GREGORY DILL DIRECTOR 1.00 X 0 0 0 MARJORIE DIXON DIRECTOR 1.00 X 0 0 0 GILBERT EBERLY DIRECTOR 0.50 X 0 0 0 CINDY ELLIOTT DIRECTOR 0.50 X 0 0 0 DERRICK JACKSON DIRECTOR 0.50 X 0 0 0 DARYL JOHNSON DIRECTOR 0.50 X 0 0 0 DIANE KELLER SECRETARY 1.00 X X 0 0 0 NICOLE KONTYKO VICE CHAIR 0.50 X X 0 0 0 LINDA KOOS DIRECTOR 0.50 X 0 0 0 YODIT MESFIN-JOHNSON DIRECTOR 0.50 X 0 0 0 MIA MILTON DIRECTOR 0.50 X 0 0 0 REV WILLIE POWELL DIRECTOR 0.50 X 0 0 0 MICHAEL REIN DIRECTOR 0.50 X 0 0 0 CRISTI TOBELMANN DIRECTOR 0.50 X 0 0 0 BRANDON TUCKER CHAIR 1.00 X X 0 0 0 178891 3737 1 false false false 2600 21000 525195 548795 33279 33279 18953 2600 29890 -10937 -10937 571137 22342 259506 259506 87318 27232 31636 28450 118616 21295 60367 36954 26266 5881 12077 8308 14421 3335 6513 4573 49013 17977 16086 14950 125 125 8141 5025 1210 1906 16169 11336 1668 3165 10756 4345 2550 3861 2380 1822 244 314 8886 3376 3337 2173 14521 5867 3441 5213 3633 1467 860 1306 OTHER PROGRAM EXPENSES 62432 43276 6448 12708 BANK CHARGES 2140 1557 221 362 MISCELLANEOUS SUPPLIES 1275 924 131 220 685598 414346 146789 124463 462367 3921419 904528 51820 112925 1122411 2211238 136098 8922806 0 277492 1000000 50000 2613 351432 1681537 0 X 3581515 3659754 7241269 0 8922806 0 X -114461 -66365 -7060443 X X false false false X 6905822 4825969 4469733 4114057 548795 20864376 6905822 4825969 4469733 4114057 548795 20864376 1072850 19791526 69219 37550 40516 147977 33279 328541 104633 22102 44466 66961 18953 257115 21450032 167617 0.92270 0.89700 X PART II, LINE 10 OTHER INCOME 257,115 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2441092 -60276 25502 2355314 2363244 207813 129965 2441092 2848563 -364369 120950 2363244 2382979 582655 117071 2848563 2435426 75781 128228 2382979 0.81770 0.18230 true false X SCHEDULE D, PAGE 2, PART V, LINE 4 UNLESS THE ENDOWMENT FUNDS ARE RESTRICTED BY THE DONOR, THE FUNDS ARE KEPT BY UWWC WITH THE BOARD APPROVED AMOUNT TAKEN FROM THE ENDOWMENT EACH YEAR TO REDUCE THE AMOUNT OF MONEY TAKEN FROM THE CAMPAIGN FUNDS FOR OPERATIONS OF UWWC. THE POLICY IS NOW 5% OF THE LAST 5 QUARTERS OF THE ENDOWMENT FUND IS DEDUCTED AND USED FOR OPERATIONS. ALTHOUGH THE ENDOWMENT FUND SHOWS A BALANCE OF 2,355,314 AS OF 9/30/23, THIS FUND HAS BEEN TRANSFERRED TO UNITED WAY FOR SOUTHEASTERN MICHIGAN (20 -3099071) AS PART OF THE APPROVED MERGER WITH THIS ORGANIZATION. SCHEDULE D, PAGE 3, PART X THE ORGANIZATION IS A NOT-FOR-PROFIT 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 AN INCOME TAX EXEMPTION BY THE INTERNAL REVENUE SERVICE, SUCH EXEMPTION DOES NOT APPLY TO "UNRELATED BUSINESS TAXABLE INCOME." THE ORGANIZATION HAS EVALUATED ITS INCOME TAX FILING POSITIONS FOR FISCAL YEARS 2020 THROUGH 2023, THE YEARS WHICH REMAIN SUBJECT TO EXAMINATION AS OF SEPTEMBER 30, 2023. 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 12 MONTHS. THE ORGANIZATION DOES NOT HAVE ANY AMOUNTS ACCRUED FOR INTEREST AND PENALTIES RELATED TO UTBS AS OF SEPTEMBER 30, 2023 , AND IS NOT AWARE OF ANY CLAIMS FOR SUCH AMOUNTS BY FEDERAL OR STATE INCOME TAX AUTHORITIES. LABOR GOLF 15248 2600 12648 194 3300 3921 90 CAMPAIGN KICK O 6305 6305 8726 5680 21553 2600 18953 194 12026 3921 5680 90 21911 -2958 true SEE ATTACHED 3 240881 SEE ATTACHED 17 SCHEDULE I, PAGE 1, PART I, LINE 2 REVIEW OF ANNUAL OUTCOMES REPORT, REVIEW FINANCIALS EVERY 6 MONTHS, ANNUAL REVIEW OF AUDIT, MANAGEMENT LETTER AND FOLLOW UP TO RECOMMENDATIONS, REVIEW OF GRANTEE GOVERNING POLICIES INCLUDING VERIFICATION OF WHISTLEBLOWER AND DOCUMENT RETENTION AND DESTRUCTION. COMMITTEE LEVEL REVIEW OF FINAL REPORT KEY FINDINGS/CONCERNS, REPORTING OF KEY FINDING TO BOARD OF DIRECTORS ANNUALLY. YODIT MESFIN-JOHNON BOARD 55000 GRANT false DARYL JOHNSON BOARD 15000 GRANT false NET ASSETS-SEE ATTACH. 2023-10-01 7630428 ATTACHED 203099071 UNITED WAY FOR SOUTHEASTERN MI 3011 W GRAND BLVD 500 DETROIT MI 48202 3 true true false false true true true false SCHEDULE N, PAGE 1, PART I, LINE 2E UWWC BOARD MEMBERS ERIK BAKKER, RICH CHANG, GREGORY DILL, NICOLE KONTYKO, MICHAEL REIN, AND BRANDON TUCKER JOINED THE UNITED WAY FOR SOUTHEASTERN MICHIGAN'S BOARD OF DIRECTORS EFFECTIVE OCTOBER 1, 2023. PAMELA SMITH, CEO OF UWWC, BECAME AN INDEPENDENT CONTRACTOR OF UNITED WAY FOR SOUTHEASTERN MICHIGAN FROM OCTOBER 1, 2023 THROUGH DECEMBER 31, 2023 TO ASSIST IN THE TRANSITION. FORM 990, PAGE 2, PART III, LINE 4B FINANCIAL STABILITY: MANAGE A NATIONAL TAX PROGRAM, VITA (VOLUNTEER INCOME TAX ASSISTANCE) UNDER IRS GUIDANCE TO PROVIDE FREE TAX PREPARATION FOR TAXPAYERS MAKING 54,000 OR LESS. TRAIN AND CERTIFY VOLUNTEERS TO COMPLY WITH TAX REGULATIONS AND ETHICS WHO WILL WORK ONE-ON-ONE WITH ELIGIBLE TAXPAYERS TO PROVIDE TAX PREPARATION AND FILING SERVICES FOR BOTH FEDERAL AND STATE RETURNS. SPECIAL FOCUS IS ON HELPING TAXPAYERS OBTAIN REFUNDABLE CREDITS SUCH AS THE EITC AND STATE OF MICHIGAN HOME HEATING AND PROPERTY TAX CREDITS. THE VITA PROGRAM WAS ABLE TO SERVE CLIENTS IN PERSON, A SCAN AND GO SERVICE, AND 100% VIRTUAL. A COMBINATION OF THESE ALLOWED FOR AN INCREASE IN THE NUMBER OF RETURNS. TOTAL NUMBER OF FEDERAL RETURNS PREPARED WAS 717 WITH THE HELP OF A POOL OF 35 FULLY CERTIFIED AND EXPERIENCED VOLUNTEERS. FINANCIAL COACHING PROVIDES FREE ONE-ON-ONE SUPPORT THAT BUILDS AND SUSTAINS FOUNDATION LEVEL ASSET BUILDING FOR INDIVIDUALS AND FAMILIES WHILE CONNECTING THEM TO OTHER HUMAN AND FINANCIAL SERVICE OFFERINGS. THE ONLY REQUIREMENT FOR RECEIPT OF SERVICES IS A DESIRE TO BECOME MORE FINANCIALLY STABLE. FORM 990, PAGE 2, PART III, LINE 4D UNITED WAY REGIONAL CALL CENTER 2-1-1 PROVIDES CALLERS WITH INFORMATION ABOUT AND REFERRALS TO HUMAN SERVICES FOR EVERYDAY NEEDS AND IN TIMES OF CRISIS. UNITED WAY REGIONAL CALL CENTER 2-1-1 OFFERS BASIC HUMAN NEEDS RESOURCES, PHYSICAL/MENTAL HEALTH RESOURCES, EMPLOYMENT SUPPORT, SUPPORT FOR OLDER AMERICANS AND PERSONS WITH DISABILITIES, SUPPORT FOR CHILDREN, YOUTH, AND FAMILIES. VOLUNTEER CENTER - PROVIDES THE LARGEST LOCAL LISTING OF VOLUNTEER OPPORTUNITIES IN WASHTENAW COUNTY TO MAKE IT EASY FOR INDIVIDUALS, FAMILIES, AND GROUPS TO ENGAGE IN SERVICE TO THE COMMUNITY. DEI - DIVERSITY, EQUITY AND INCLUSION. FORM 990, PAGE 6, PART VI, LINE 11B THE BOARD OF DIRECTORS REVIEW AND APPROVE THE FORM 990 PRIOR TO FILING. FORM 990, PAGE 6, PART VI, LINE 12C ANNUALLY, STAFF AND BOARD OF DIRECTORS ARE DISTRIBUTED THE CONFLICT OF INTEREST POLICY AND ASKED TO DISCLOSE ANY SUCH INTEREST. IF THERE IS A CONFLICT OF INTEREST, THE BOARD MEMBER IS EXCUSED FROM VOTING. FORM 990, PAGE 6, PART VI, LINE 15A REVIEW AND APPROVAL OF THE CEO'S COMPENSATION IS CONDUCTED ANNUALLY BY THE BOARD OF DIRECTORS USING COMPENSATION STUDIES FOR LIKE POSITIONS. FORM 990, PAGE 6, PART VI, LINE 15B REVIEW AND APPROVAL OF THE CFO AND OTHER KEY EMPLOYEES' COMPENSATION IS CONDUCTED ANNUALLY DURING THE BUDGET PROCESS BY THE FINANCE COMMITTEE AND APPROVED BY THE BOARD OF DIRECTORS. COMPENSATION IS SET WITH A COMPARISON OF COMPARABLE JOBS USING THE UWW AND MNA BI-ANNUAL SALARY SURVEYS IN CONJUNCTION WITH AVAILABLE BUDGET DOLLARS. FORM 990, PAGE 6, PART VI, LINE 19 ALL GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VII THE BOARD LISTED IS THE BOARD AS OF 9/30/23, HOWEVER, AS OF 10/01/23 WHICH WAS THE EFFECTIVE DATE OF THE MERGER, THIS BOARD NO LONGER EXISTS. FORM 990, PART XI, LINE 9 UNCOLLECTIBLE PLEDGES -12,625 TRANSFER OF NET ASSETS -7,047,818 TOTAL -7,060,443 FORM 990, PART XII LINE 2: THE ORGANIZATION'S AUDITED FINANCIAL STATEMENTS HAVE BEEN PREPARED FOR THE PERIOD BEGINNING 07/01/22 AND ENDING 09/30/23. THIS IS DUE TO THE APPROVED MERGER, AND WILL BE THE FINAL AUDIT FOR THIS ORGANIZATION. THE INFORMATION ON THE FORM 990 IS AS OF THE TAX YEAR BEGINNING 07/01/23 AND ENDING 10/01/23. THE ONLY ACTIVITY THAT OCCURED ON 10/01/23 IS THE TRANSFER OF ASSETS AND LIABILITIES TO UNITED WAY FOR SOUTHEASTERN MICHIGAN.