United Way Of Montcalm-Ionia Counties
- Assets
- $309.0k
- Revenue
- $571.6k
- Investments
- $0.0
- Employees
- 11
- Location
- Belding, MI
- Founding
- 12/1954
- Data as of
- 03/2022
- 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 03/2022, United Way of Ionia County employed 11 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 03/2022, United Way of Ionia County generated $571.6k in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 7.9% each year. All expenses for the organization totaled $546.5k during the year ending 03/2022. While expenses have increased by 8.7% per year over the past 7 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 73 individual grants totaling $924,489. 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
2022
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
TO 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.
VITA RETURNS 232, $361,790 IN REFUNDS SAVING FAMILIES AN ESTIMATED $75,054 IN TAX PREP FEES. $92,247 AWARDED TO 8 MONTCALM ORGANIZATIONS. 11 PROACTIVE CAPACITY GRANTS TOTALING $64,500. COVID EMERGENCY RENTAL ASSISTANCE - IN PARTNERSHIP WITH EIGHTCAP, 1128 APPLICATIONS WERE PROCESSED TOTALING $2,282,492.
2,376 SHOES DONATED TO 15 ORGANIZATIONS. $123,796 IN SINGLECARE PRESCRIPTION SAVINGS IN OUR AREA. 234 PEOPLE PARTICIPATED IN EQUITY TRAINING. 60,000 MEALS WERE DISTRIBUTED TO LOCAL PANTRIES. 228 VOLUNTEERS EQUALED $83,423 IN VOLUNTEER TIME.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Terri Legg Executive Director | Officer | 45 | $66,271 |
Dan Mitchell President | OfficerTrustee | 2 | $0 |
Dave Seppala Treasurer | OfficerTrustee | 2 | $0 |
Sharon Mcinnis Secretary | OfficerTrustee | 5 | $0 |
Therse Alt Director | Trustee | 1 | $0 |
Jeff Blanchard Director | Trustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $370,935 |
| All other contributions, gifts, grants, and similar amounts not included above | $197,994 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $568,929 |
| Total Program Service Revenue | $0 |
| Investment income | $10 |
| 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 | $571,648 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $180,502 |
| 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. | $78,878 |
| Compensation of current officers, directors, key employees. | $7,887 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $201,725 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $3,156 |
| Payroll taxes | $19,382 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $12,222 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $0 |
| Advertising and promotion | $4,136 |
| Office expenses | $2,940 |
| Information technology | $3,879 |
| Royalties | $0 |
| Occupancy | $16,479 |
| Travel | $125 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $1,574 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $1,413 |
| Insurance | $1,965 |
| All other expenses | $0 |
| Total functional expenses | $546,531 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $141,277 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $40,798 |
| 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 | $1,156 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $125,062 |
| Total assets | $309,043 |
| Accounts payable and accrued expenses | $11,950 |
| Grants payable | $21,239 |
| 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 | $0 |
| Total liabilities | $33,189 |
| Net assets without donor restrictions | $19,264 |
| Net assets with donor restrictions | $256,590 |
| 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 | $309,043 |
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 |
|---|---|
Union, IA PURPOSE: Program Support | $10,100 |
Ionia, MI PURPOSE: Program Support | $10,000 |
Greenville, MI PURPOSE: Program Support | $10,000 |
Greenville, MI PURPOSE: Program Support | $8,000 |
IM KIDS THIRD MEAL PURPOSE: Program Support | $8,000 |
Ionia, MI PURPOSE: Program Support | $8,000 |
Grants Recieved
Over the last fiscal year, we have identified 6 grants that United Way Of Montcalm-Ionia Counties has recieved totaling $32,042.
| Awarding Organization | Amount |
|---|---|
Heart Of West Michigan United Way Grand Rapids, MI PURPOSE: DONOR DESIGNATION | $19,725 |
Consumers Energy Foundation Jackson, MI PURPOSE: 2021 CORPORATE CONTRIBUTION | $10,000 |
Consumers Energy Foundation Jackson, MI PURPOSE: EMPLOYEE/RETIREE MATCHING GIFT | $1,000 |
Consumers Energy Foundation Jackson, MI PURPOSE: EMPLOYEE/RETIREE MATCHING GIFT | $1,000 |
Consumers Energy Foundation Jackson, MI PURPOSE: EMPLOYEE/RETIREE MATCHING GIFT | $249 |
Amazonsmile Foundation Seattle, WA PURPOSE: GENERAL SUPPORT | $68 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
United Jewish Foundation Bloomfield Hills, MI | $617,807,734 | $98,304,951 |
Jewish Federation Of Cleveland Cleveland, OH | $589,585,655 | $113,020,772 |
United Way Of Greater Milwaukee & Waukesha County Inc Milwaukee, WI | $57,056,595 | $64,052,238 |
United Way Of Central Indiana Inc Indianapolis, IN | $217,442,591 | $59,941,831 |
Heart Of West Michigan United Way Grand Rapids, MI | $33,929,267 | $56,856,308 |
Jewish Federation Of Metropolitan Detroit Bloomfield Hills, MI | $47,934,420 | $53,063,745 |
James Whitcomb Riley Memorial Association Indianapolis, IN | $429,029,854 | $68,543,198 |
United Way Of Greater Cincinnati Cincinnati, OH | $87,410,500 | $43,822,055 |
Aurora Health Care Foundation Inc Milwaukee, WI | $332,167,553 | $7,899,285 |
Catholic Community Foundation Cleveland, OH | $245,499,126 | $49,958,901 |
Milwaukee Jewish Federation Inc Milwaukee, WI | $275,238,952 | $33,191,987 |
United Way Of Central Ohio Inc Columbus, OH | $30,629,493 | $27,229,926 |