United Way Of The Lakeshore Inc
- Assets
- $4.0m
- Revenue
- $2.8m
- Investments
- $0.0
- Employees
- 13
- Location
- Muskegon, MI
- Founding
- 01/1965
- Data as of
- 12/2021
- EIN
- 38-1426895
Organization Overview
United Way Of The Lakeshore Inc is located in Muskegon, MI. The organization was established in 1965. 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 12/2021, United Way Of The Lakeshore Inc employed 13 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. United Way Of The Lakeshore Inc 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 12/2021, United Way Of The Lakeshore Inc generated $2.8m in total revenue. The organization has seen a slow decline revenue. Over the past 7 years, revenues have fallen by an average of (0.5%) each year. All expenses for the organization totaled $2.9m during the year ending 12/2021. As we would expect to see with falling revenues, expenses have declined by (0.5%) per year over the past 7 years. You can explore the organizations financials more deeply in the financial statements section below.
Since 2014, United Way Of The Lakeshore Inc has awarded 309 individual grants totaling $11,122,396. 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
2021
Describe the Organization's Mission:
Part 3 - Line 1
UNITING TO INSPIRE CHANGE AND BUILD THRIVING COMMUNITIES.
Describe the Organization's Program Activity:
Part 3 - Line 4a
AGENCY RELATIONS, CAPACITY BUILDING AND INVESTMENTS - CONVENING AND ENGAGING THE COMMUNITY TO ASSESS THE NEEDS, BUILDING CAPACITY TO DELIVER HUMAN CARE SOLUTIONS, PROGRAM EVALUATION AND INVESTING DONOR DOLLARS IN LOCAL HUMAN SERVICES THAT MAXIMIZE THEIR USE ON PRIORITY NEEDS. COMMUNITY IMPACT AND PLANNING - INCLUDES TIME SPENT IN MEETINGS TO DISCUSS COMMUNITY PROBLEMS, SOLUTIONS, FUNDING OPPORTUNITIES, COLLABORATION WITH OTHER AGENCIES AND ORGANIZATIONS, NEEDS ASSESSMENT, DATA COLLECTION, AND IN GENERAL, WORK THAT IS DONE TO ADVANCE THE GENERAL COMMON GOOD.
PROMOTING VOLUNTEERISM - INCLUDES DAY OF CARING, VOLUNTEER SERVICE, RECRUITING COMMUNITY VOLUNTEERS FOR EVENTS, COMMITTEES, PLANNING AND INVESTMENT, LABOR RELATIONS, WOMEN'S LEADERSHIP NETWORK, YOUNG LEADERS, YOUTH AS LEADERS, MINORITY AFFAIRS, AND DIVERSITY INITIATIVE.
HUMAN SERVICE CENTER - OPERATION OF SHARED FACILITY THAT FOSTERS IMPROVED COLLABORATION AND EFFICIENCY.
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PDF Copies of 990 Filings
Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Ms Christine Robere President | Officer | 50 | $120,805 |
Stacy Mellema Treasurer | OfficerTrustee | 1 | $0 |
Gary Nelund Chairperson | OfficerTrustee | 1 | $0 |
Walter Christophersen Secretary | OfficerTrustee | 1 | $0 |
John Severson Past Board Chair | Trustee | 1 | $0 |
Brad Hilleary Director | Trustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $110,000 |
| Membership dues | $0 |
| Fundraising events | $2,975 |
| Related organizations | $0 |
| Government grants | $139,800 |
| All other contributions, gifts, grants, and similar amounts not included above | $2,322,299 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $2,575,074 |
| Total Program Service Revenue | $0 |
| Investment income | $126,775 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $85,235 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $29,395 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $2,826,099 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $1,692,496 |
| 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. | $128,772 |
| Compensation of current officers, directors, key employees. | $34,137 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $360,962 |
| Pension plan accruals and contributions | $17,665 |
| Other employee benefits | $62,613 |
| Payroll taxes | $38,411 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $1,000 |
| Fees for services: Accounting | $13,800 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $97,045 |
| Advertising and promotion | $26,833 |
| Office expenses | $37,964 |
| Information technology | $24,680 |
| Royalties | $0 |
| Occupancy | $31,904 |
| Travel | $4,157 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $39,716 |
| Interest | $0 |
| Payments to affiliates | $52,559 |
| Depreciation, depletion, and amortization | $98,047 |
| Insurance | $17,483 |
| All other expenses | $14,160 |
| Total functional expenses | $2,863,469 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $1,264,732 |
| Savings and temporary cash investments | $116,684 |
| Pledges and grants receivable | $761,258 |
| Accounts receivable, net | $12,430 |
| 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 | $7,622 |
| Net Land, buildings, and equipment | $837,594 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $996,194 |
| Total assets | $3,996,514 |
| Accounts payable and accrued expenses | $65,213 |
| Grants payable | $166,964 |
| 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 | $232,177 |
| Net assets without donor restrictions | $2,875,658 |
| Net assets with donor restrictions | $888,679 |
| 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 | $3,996,514 |
Grants Awarded
Over the last fiscal year, United Way Of The Lakeshore Inc has awarded $1,322,267 in support to 42 organizations.
| Grant Recipient | Amount |
|---|---|
ACSET - MICHIGAN WORKS PURPOSE: SUMMER YOUTH PROGRAM | $115,000 |
Muskegon, MI PURPOSE: DOMESTIC VIOLENCE COUNSELING AND SHELTER | $109,384 |
CATHOLIC CHARITIES PURPOSE: FAMILY SUPPORT AND DEVELOPMENT | $103,803 |
Pigeon Forge, TN PURPOSE: IMAGINATION LIBRARY BOOK MAILING | $96,557 |
Muskegon, MI PURPOSE: GENERAL SUPPORT | $78,000 |
Muskegon, MI PURPOSE: GENERAL SUPPORT | $64,330 |
Grants Recieved
Over the last fiscal year, we have identified 10 grants that United Way Of The Lakeshore Inc has recieved totaling $511,327.
| Awarding Organization | Amount |
|---|---|
Feeding America West Michigan Comstock Park, MI PURPOSE: FIGHT HUNGER | $225,582 |
Muskegon County Community Foundation Muskegon, MI PURPOSE: COMMUNITY CAMPAIGN-RESPOND, RECOVER, REIMAGINE AND REBUILD!/SHOW UP UNITED; DOLLY PARTON IMAGINATION LIBRARY; EARLY LITERACY BOOKS; GENERAL OPERATING SUPPORT | $76,605 |
Feeding America West Michigan Comstock Park, MI PURPOSE: FIGHT HUNGER | $72,818 |
The United Way Of Southwestern Pennsylvania Pittsburgh, PA PURPOSE: DONOR DESIGNATION PR | $56,217 |
Consumers Energy Foundation Jackson, MI PURPOSE: 2021 CORPORATE CONTRIBUTION | $30,000 |
Heart Of West Michigan United Way Grand Rapids, MI PURPOSE: DONOR DESIGNATION | $28,415 |
Endowment Analysis
| Beg. Balance | $1,659,600 |
| Earnings | $242,330 |
| Admin Expense | $9,157 |
| Net Contributions | $1,800 |
| Grants | $30,150 |
| Ending Balance | $1,864,423 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Youngstown Area Jewish Federation Youngstown, OH | $17,153,890 | $18,773,447 |
United Way Of Saginaw County Saginaw, MI | $5,861,014 | $15,211,110 |
United Way Of South Central Michigan Kalamazoo, MI | $21,915,676 | $10,619,393 |
Ramtell Inc Tell City, IN | $25,696,087 | $2,760,088 |
Marquardt Home And Community Based Services Inc Watertown, WI | $9,140,172 | $14,598,397 |
Columbus Jewish Foundation Columbus, OH | $166,718,528 | $14,799,301 |
Jewish Federation Of Greater Indianapolis Inc Indianapolis, IN | $105,560,722 | $10,106,603 |
United Way Fox Cities Inc Menasha, WI | $16,186,120 | $10,302,524 |
United Way Of Greater Toledo Toledo, OH | $26,573,866 | $11,242,567 |
United Way Of Midland County Midland, MI | $18,815,763 | $12,494,265 |
United Way Of Southwestern Indiana Inc Evansville, IN | $5,892,582 | $5,859,250 |
United Way Of Jackson County Inc Jackson, MI | $0 | $10,716,556 |