United Way Of Montcalm-Ionia Counties
- Assets
- $212.5k
- Revenue
- $347.4k
- Investments
- $0.0
- Employees
- 9
- Location
- Belding, MI
- Founding
- 12/1954
- Data as of
- 03/2024
- EIN
- 23-7136978
Organization Overview
United Way Of Montcalm-Ionia Counties, operating under the name United Way of Ionia County, is located in Belding, MI. The organization was established in 1954. According to its NTEE Classification (T70) the organization is classified as: Federated Giving Programs, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. As of 03/2024, United Way of Ionia County employed 9 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. United Way of Ionia County is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 03/2024, United Way of Ionia County generated $347.4k in total revenue. This represents relatively stable growth, over the past 9 years the organization has increased revenue by an average of 0.4% each year. All expenses for the organization totaled $396.5k during the year ending 03/2024. While expenses have increased by 3.0% per year over the past 9 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2016, United Way of Ionia County has awarded 66 individual grants totaling $839,189. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2024
Describe the Organization's Mission:
Part 3 - Line 1
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.
Describe the Organization's Program Activity:
Part 3 - Line 4a
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.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Terri Legg President & CEO | Officer | 45 | $80,272 |
Kat Reed Director | Trustee | 1.5 | $0 |
Julie Stafford Director | Trustee | 1.5 | $0 |
Lisa Lund Director | Trustee | 1.5 | $0 |
Renae Osmolinski Director | Trustee | 1.5 | $0 |
Kristie Smith Director | Trustee | 1.5 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $33,000 |
| All other contributions, gifts, grants, and similar amounts not included above | $314,427 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $347,427 |
| Total Program Service Revenue | $0 |
| Investment income | $4 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $347,431 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $123,099 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $100,071 |
| Compensation of current officers, directors, key employees. | $10,007 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $80,398 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $3,643 |
| Payroll taxes | $13,262 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $249 |
| Fees for services: Accounting | $13,520 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $0 |
| Advertising and promotion | $6,042 |
| Office expenses | $341 |
| Information technology | $9,348 |
| Royalties | $0 |
| Occupancy | $19,200 |
| Travel | $6,660 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $5,843 |
| Interest | $0 |
| Payments to affiliates | $3,302 |
| Depreciation, depletion, and amortization | $242 |
| Insurance | $2,468 |
| All other expenses | $0 |
| Total functional expenses | $396,516 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $26,028 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $55,801 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $750 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $129,901 |
| Total assets | $212,480 |
| Accounts payable and accrued expenses | $15,813 |
| Grants payable | $16,764 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $12,735 |
| Total liabilities | $45,312 |
| Net assets without donor restrictions | -$161,757 |
| Net assets with donor restrictions | $328,925 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $212,480 |
Grants Awarded
Over the last fiscal year, United Way Of Montcalm-Ionia Counties has awarded $60,200 in support to 7 organizations.
| Grant Recipient | Amount |
|---|---|
HAVE MERCY PURPOSE: Program Support | $8,000 |
RAVE PURPOSE: Program Support | $8,000 |
ALPHA FAMILY CENTER PURPOSE: Program Support | $6,100 |
IM KIDS THIRD MEAL PURPOSE: Program Support | $8,000 |
OUTREACH INC PURPOSE: Program Support | $10,100 |
RANDY'S HOUSE PURPOSE: Program Support | $10,000 |