HEART OF WEST MICHIGAN UNITED WAY: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- HEART OF WEST MICHIGAN UNITED WAY (EIN 38-1360923)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-02-04
- IRS object ID
- 201420359349300812
- Schema version
- 2012v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-02-04T08:32:37-06:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDREWS HOOPER PAVLIK PLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 DEPOSIT DR NE STE 310 | AddressLine1 |
| City | GRAND RAPIDS | City |
| State | MI | State |
| ZIP Code | 49546 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 381360923 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEART OF WEST MICHIGAN UNITED WAY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | HEAR | NameControl |
| Phone | 6164596281 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 118 COMMERCE AVENUE SW SUITE 100 | AddressLine1 |
| City | GRAND RAPIDS | City |
| State | MI | State |
| ZIP Code | 495034106 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MAUREEN NOE | Name |
| Title | PRESIDENT/CEO | Title |
| Phone | 6164596281 | Phone |
| Date Signed | 2014-01-22 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MICHELLE L DERIDDER | Name |
| Phone | 6169426440 | Phone |
| Date Prepared | 2014-02-04 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | MAUREEN NOE | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 118 COMMERCE AVENUE SW SUITE 100 | AddressLine1 |
| City | GRAND RAPIDS | City |
| State | MI | State |
| ZIP Code | 495034106 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 19782817 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.HWMUW.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1917 | YearFormation |
| State Legal Domicile | MI | StateLegalDomicile |
| Activity Or Mission Description | TO IMPACT LIVES IN WEST MICHIGAN BY MOBILIZING THE CARING POWER OF VOLUNTEERS, DONORS, AGENCIES, AND COMMUNITY PARTNERS. THE MOST SIGNIFICANT ACTIVITY IS RAISING FUNDS SO AGENCY PROVIDERS AND INTERNAL PROGRAMS CAN IMPROVE PEOPLE'S LIVES BY IMPROVING THEIR EDUCATION, INCOME AND HEALTH. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 18 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 18 | NbrIndependentVotingMembers |
| Total Nbr Employees | 102 | TotalNbrEmployees |
| Total Nbr Volunteers | 9633 | TotalNbrVolunteers |
| Total Gross UBI | 88650 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -3665 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 16649384 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 14060444 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 234459 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 228079 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 426616 | InvestmentIncomePriorYear |
| Investment Income Current Year | 713842 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 296922 | OtherRevenuePriorYear |
| Other Revenue Current Year | 412984 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 17607381 | TotalRevenuePriorYear |
| Total Revenue Current Year | 15415349 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 10384806 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 10549983 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 3251451 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 3421496 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1061432 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1933877 | OtherExpensePriorYear |
| Other Expenses Current Year | 2117977 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 15570134 | TotalExpensesPriorYear |
| Total Expenses Current Year | 16089456 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 2037247 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -674107 | RevenuesLessExpensesCY |
| Total Assets BOY | 30944389 | TotalAssetsBOY |
| Total Assets EOY | 29458632 | TotalAssetsEOY |
| Total Liabilities BOY | 6624457 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 5226645 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 24319932 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 24231987 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | TO IMPACT LIVES IN WEST MICHIGAN BY MOBILIZING THE CARING POWER OF VOLUNTEERS, DONORS, AGENCIES, AND COMMUNITY PARTNERS. THE MOST SIGNIFICANT ACTIVITY IS RAISING FUNDS SO AGENCY PROVIDERS AND INTERNAL PROGRAMS CAN IMPROVE PEOPLE'S LIVES BY IMPROVING THEIR EDUCATION, INCOME AND HEALTH. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 10451405 | Expense |
| Grants | 10214468 | Grants |
| Revenue | 228079 | Revenue |
| Description | AGENCY IMPACT FUNDS OF 6,354,709 WENT TO AGENCY PROVIDERS THAT PROVIDE DIRECT SERVICE TO OTHERS. DIRECT SERVICES WERE PROVIDED TO APPROXIMATELY 150,000 INDIVIDUALS AND 25,000 FAMILIES. DONORS MAY DESIGNATE GIFTS TO OTHER UNITED WAYS OR SPECIFIC CHARITABLE ORGANIZATIONS. DONOR DESIGNATIONS OF 3,438,285 WERE MADE TO OTHER UNITED WAYS AND CHARITABLE ORGANIZATIONS. AGENCY IMPACT UTILIZES A VOLUNTEER DRIVEN PROCESS TO REVIEW PROPOSALS FOR UNITED WAY FUNDING FROM LOCAL NON-PROFITS. THEY MAKE RECOMMENDATIONS TO UNITED WAY AND ITS BOARD OF DIRECTORS TO INVEST IN PROGRAMS THAT WILL ACHIEVE MEASURABLE IMPACT WITHIN THE COMMUNITY DRIVEN BY UNITED WAY'S IDENTIFIED GOALS. IMPACT MUST BE BASED ON BEST-PRACTICE RESEARCH AND REPORTED ANNUALLY. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1571112 | Expense |
| Grants | 335515 | Grants |
| Description | SCHOOLS OF HOPE WORKS TO RAISE LITERACY SKILLS IN CHILDREN, YOUTH, AND FAMILIES. THE PROGRAM CONNECTS STRUGGLING READERS IN GRADES 1-3 WITH TRAINED VOLUNTEER TUTORS IN FOUR SCHOOL DISTRICTS THROUGHOUT KENT COUNTY. THE FAMILY LITERACY PROGRAM INCREASES THE LITERACY LEVELS OF PARENTS WITH LIMITED ENGLISH SKILLS THROUGH A PARTNERSHIP WITH THE FAMILY LITERACY CENTER OF WESTERN MICHIGAN. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1245579 | Expense |
| Description | INTERNAL COMMUNITY SERVICE PROGRAMS INCLUDE: 2-1-1, KENT COUNTY TAX CREDIT COALITION (KCTCC), VOLUNTEER CENTER, ESSENTIAL NEEDS TASK FORCE (ENTF), LABOR PARTICIPATION PROGRAM, PROJECT BLUEPRINT, AND NEXTGEN. - UNITED WAY 2-1-1 IS A FREE HEALTH AND HUMAN SERVICES "HOTLINE" THAT CONNECTS CALLERS TO MORE THAN 2,900 DISTINCT SERVICES IN KENT COUNTY 24 HOURS A DAY, 7 DAYS A WEEK. IT IS STAFFED AND MANAGED BY EXTENSIVELY TRAINED AND CERTIFIED UNITED WAY STAFF MEMBERS. - UNITED WAY KCTCC HELPS WORKING INDIVIDUALS AND FAMILIES GAIN ECONOMIC STABILITY WITH FREE INCOME TAX RETURN PREPARATION, ENSURING THAT THE EARNED INCOME TAX CREDIT IS RECEIVED BY THOSE WHO ARE ELIGIBLE. IT ALSO OFFERS (CONTINUED ON SCHEDULE O) FINANCIAL LITERACY CLASSES WHICH INCLUDES A MATCH ON THE AMOUNT PARTICIPANTS SAVE. - UNITED WAY VOLUNTEER CENTER IS A COMMUNITY RESOURCE THAT FACILITATES MATCHING VOLUNTEERS TO SCHOOLS, NON-PROFIT AGENCIES, AND GOVERNMENT ORGANIZATIONS. THE INTERACTIVE AND USER-FRIENDLY ONLINE SYSTEM (HANDS-ON CONNECT) PROVIDES TOOLS TO CREATE AND MANAGE VOLUNTEER TEAMS OR GROUPS. - ESSENTIAL NEEDS TASK FORCE (ENTF), WITH HUNDREDS OF NON-PROFITS, GOVERNMENTAL AGENCIES, FAITH-BASED ORGANIZATIONS, FUNDERS, AND CONCERNED VOLUNTEERS, HAS BEEN WORKING SINCE 1982 TO HELP KENT COUNTY'S MOST VULNERABLE CITIZENS OBTAIN THE BASICS NEEDED TO BE SELF-SUFFICIENT. THE ENTF DEVELOPS COMMUNITY STRUCTURES THAT HELP ELIMINATE POVERTY'S SYMPTOMS. - LABOR PARTICIPATION PROGRAMS PROVIDES 2-1-1 TYPE SERVICES TO UNION MEMBERS. - UNITED WAY PROJECT BLUEPRINT IS A LEADERSHIP DEVELOPMENT PROGRAM WITH THE GOAL OF INCREASING THE NUMBER OF ETHNICALLY DIVERSE PROFESSIONALS PROVIDING VOLUNTEER LEADERSHIP TO THE BOARDS AND COMMITTEES OF WEST MICHIGAN NON- PROFIT AGENCIES. - UNITED WAY NEXTGEN ENGAGES YOUNG LEADERS IN GIVING, ADVOCATING AND VOLUNTEERING TO IMPACT THE COMMUNITY AND SUPPORT THE WORK OF HEART OF WEST MICHIGAN UNITED WAY. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1216723 | Expense |
| Description | FISCAL SPONSORSHIPS | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 1216723 | TotalOfOtherProgramServiceExp |
| Total Program Service Expense | 14484819 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | true | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | true | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | false | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 24 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 102 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 18 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 18 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | true | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MI | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | GEOFFREY J BREMER | NamePerson |
| Telephone Number | 6167528638 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 118 COMMERCE AVE SW SUITE 100 | AddressLine1 |
| City | GRAND RAPIDS | City |
| State | MI | State |
| ZIP Code | 49503 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (21 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| CHRISTINA ARNOLD | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| JEANNE ARNOLD | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| FLORIZA GENAUTIS | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| NANCY KENNEDY | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| STACIE BEHLER | ||||||
| BOARD CHAIR | 4.00 | X | 0 | 0 | 0 | X |
| BLAKE KRUEGER | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| RYAN LETTS | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| BRIAN BOSAK | ||||||
| LABOR REP. | 1.00 | X | 0 | 0 | 0 | |
| SEAN M EGAN | ||||||
| LABOR REP | 1.00 | X | 0 | 0 | 0 | |
| JACK GREENFIELD | ||||||
| AGENCY REP | 1.00 | X | 0 | 0 | 0 | |
| DEREK JONES | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| NELSON MILLER | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| RICHARD PAPPAS | ||||||
| BOARD VICE C | 4.00 | X | 0 | 0 | 0 | X |
| LOU MORAN | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| LISA SHANNON | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| SEAN WELSH | ||||||
| BOARD MEMBER | 4.00 | X | 0 | 0 | 0 | X |
| MARY TUUK | ||||||
| CAMPAIGN CHA | 4.00 | X | 0 | 0 | 0 | |
| LAUREN WALKER | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| MAUREEN NOE | ||||||
| PRESIDENT/CE | 60.00 | 155420 | 0 | 21912 | X | |
| SUSAN STODDARD | ||||||
| CFO - PART Y | 50.00 | 81443 | 0 | 19032 | X | |
| GEOFFREY BREMER | ||||||
| CFO - PART Y | 50.00 | 0 | 0 | 0 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 236863 | TotalReportableCompFromOrg |
| Total Other Compensation | 40944 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (3 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| BLUE CARE NETWORK OF MICHIGAN | |||||
| PO BOX 33608 | DETROIT | MI | 482325608 | INSURANCE | 439598 |
| PONA CONSULTING | |||||
| PO BOX 1447 | GRAND RAPIDS | MI | 49501 | CONSULTING | 173434 |
| UNITED WAY WORLDWIDE | |||||
| PO BOX 418607 | BOSTON | MA | 022418607 | DUES | 121480 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 3 | NumberOfContractorsGT100K |
| Federated Campaigns | 1927 | FederatedCampaigns |
| Government Grants | 132429 | GovernmentGrants |
| All Other Contributions | 13926088 | AllOtherContributions |
| Noncash Contributions | 427187 | NoncashContributions |
| Total Contributions | 14060444 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DESIGNATIONS ADMIN FEE | Description |
| Business Code | 561000 | BusinessCode |
| Total Revenue Column | 228079 | TotalRevenueColumn |
| Related Or Exempt Function Income | 228079 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 228079 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 595280 | TotalRevenueColumn |
| Exclusion | $595,280 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 43449 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 18800 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 24649 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 24649 | TotalRevenueColumn |
| Exclusion | $24,649 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 4467230 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 4348668 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 118562 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 118562 | TotalRevenueColumn |
| Exclusion | $118,562 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| MISCELLANEOUS | 900099 | 186253 | $186,253 | |
| FACILITIES MANAGEMENT FEES | 541610 | 88650 | 88650 | |
| CONTRIBUTION SUPPORT | 900099 | 88142 | $88,142 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 25290 | TotalRevenueColumn |
| Exclusion | $25,290 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 388335 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 15415349 | TotalRevenueColumn |
| Related Or Exempt Function Income | 228079 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 88650 | UnrelatedBusinessRevenue |
| Exclusion | $1,038,176 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10549983 | Total |
| Program Services | 10549983 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 251058 | Total |
| Program Services | 174935 | ProgramServices |
| Management And General | 21322 | ManagementAndGeneral |
| Fundraising | 54801 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2411453 | Total |
| Program Services | 1680278 | ProgramServices |
| Management And General | 204804 | ManagementAndGeneral |
| Fundraising | 526371 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 128667 | Total |
| Program Services | 86335 | ProgramServices |
| Management And General | 8837 | ManagementAndGeneral |
| Fundraising | 33495 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 415126 | Total |
| Program Services | 290887 | ProgramServices |
| Management And General | 27280 | ManagementAndGeneral |
| Fundraising | 96959 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 215192 | Total |
| Program Services | 151279 | ProgramServices |
| Management And General | 17380 | ManagementAndGeneral |
| Fundraising | 46533 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 994213 | Total |
| Program Services | 806663 | ProgramServices |
| Management And General | 108800 | ManagementAndGeneral |
| Fundraising | 78750 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 248224 | Total |
| Program Services | 165229 | ProgramServices |
| Management And General | 9679 | ManagementAndGeneral |
| Fundraising | 73316 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 64009 | Total |
| Program Services | 44516 | ProgramServices |
| Management And General | 4672 | ManagementAndGeneral |
| Fundraising | 14821 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 90513 | Total |
| Program Services | 74762 | ProgramServices |
| Management And General | 6620 | ManagementAndGeneral |
| Fundraising | 9131 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 154638 | Total |
| Program Services | 110074 | ProgramServices |
| Management And General | 10089 | ManagementAndGeneral |
| Fundraising | 34475 | Fundraising |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 158919 | Total |
| Program Services | 70838 | ProgramServices |
| Management And General | 64828 | ManagementAndGeneral |
| Fundraising | 23253 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 172478 | Total |
| Program Services | 120583 | ProgramServices |
| Management And General | 11743 | ManagementAndGeneral |
| Fundraising | 40152 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| MISCELLANEOUS | 144632 | 76268 | 44036 | 24328 |
| EQUIPMENT | 46133 | 41420 | 816 | 3897 |
| INTERNAL GRANT | 34400 | 34400 | ||
| MEMBERSHIP DUES | 9818 | 6369 | 2299 | 1150 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16089456 | Total |
| Program Services | 14484819 | ProgramServices |
| Management And General | 543205 | ManagementAndGeneral |
| Fundraising | 1061432 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 250 | BOY |
| EOY | 250 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2271769 | BOY |
| EOY | 911044 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7691364 | BOY |
| EOY | 7087197 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1584429 | BOY |
| EOY | 959607 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 47922 | BOY |
| EOY | 61214 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 5489716 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 2217998 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3171301 | BOY |
| EOY | 3271718 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14404410 | BOY |
| EOY | 15285012 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1772944 | BOY |
| EOY | 1882590 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30944389 | BOY |
| EOY | 29458632 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 416621 | BOY |
| EOY | 381551 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3978113 | BOY |
| EOY | 2379996 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2229723 | BOY |
| EOY | 2465098 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6624457 | BOY |
| EOY | 5226645 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7415898 | BOY |
| EOY | 7366495 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9971466 | BOY |
| EOY | 9861123 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6932568 | BOY |
| EOY | 7004369 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24319932 | BOY |
| EOY | 24231987 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30944389 | BOY |
| EOY | 29458632 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -674107 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 378102 | ReconciliationUnrealizedInvest |
| Reconcilation Prior Adjustment | 364875 | ReconcilationPriorAdjustment |
| Reconcilation Other Changes | -156815 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | true | AuditCommittee |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 14697577 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 13856688 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 13499004 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 16649384 | CurrentTaxYearMinus1Year |
| Current Tax Year | 14060444 | CurrentTaxYear |
| Total | 72763097 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 14697577 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 13856688 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 13499004 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 16649384 | CurrentTaxYearMinus1Year |
| Current Tax Year | 14060444 | CurrentTaxYear |
| Total | 72763097 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 1373264 | AmountsSubstContributorsTotal |
| Public Support Total170 | 71389833 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 521253 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 401646 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 453718 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 512405 | CurrentTaxYearMinus1Year |
| Current Tax Year | 638729 | CurrentTaxYear |
| Total | 2527751 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 85435 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 815208 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 581515 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 275937 | CurrentTaxYearMinus1Year |
| Current Tax Year | 388335 | CurrentTaxYear |
| Total | 2146430 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 77437278 | TotalSupport |
| Gross Receipts From Admissions Etc | 1169979 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.92190 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.92090 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
Total Direct Lobbying TotalDirectLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 656 | FilingOrganizationsTotals |
Total Lobbying Expenditures TotalLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 656 | FilingOrganizationsTotals |
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 14484163 | FilingOrganizationsTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 14484819 | FilingOrganizationsTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 874241 | FilingOrganizationsTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 218560 | FilingOrganizationsTotals |
Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 855285 | CurrentYearMinus3 |
| Current Year Minus2 | 893768 | CurrentYearMinus2 |
| Current Year Minus1 | 861909 | CurrentYearMinus1 |
| Current Year | 874241 | CurrentYear |
| Total | 3485203 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $5,227,805 | LobbyingCeilingAmount |
Total Lobbying Expenditures2 TotalLobbyingExpenditures2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 4702 | CurrentYearMinus3 |
| Current Year Minus2 | 2507 | CurrentYearMinus2 |
| Current Year | 656 | CurrentYear |
| Total | 7865 | Total |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 213821 | CurrentYearMinus3 |
| Current Year Minus2 | 223442 | CurrentYearMinus2 |
| Current Year Minus1 | 215477 | CurrentYearMinus1 |
| Current Year | 218560 | CurrentYear |
| Total | 871300 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,306,950 | GrassrootsCeilingAmount |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | ADDITIONAL INFORMATION | Identifier |
| Return Reference | SCHEDULE C, PART IV | ReturnReference |
| Explanation | EDUCATE STATE LEGISLATORS AND THEIR STAFFS ABOUT FUNDING NEEDS AND OUTCOMES OF EDUCATION, 2-1-1, AND LITERACY SERVICES. EDUCATE FEDERAL LEGISLATORS AND THEIR STAFFS ABOUT FUNDING NEEDS AND OUTCOMES OF EDUCATION AND LITERARY SERVICES. | Explanation |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 7993021 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 917014 | InvestmentEarningsOrLosses |
| Other Expenditures | 313712 | OtherExpenditures |
| End Of Year Balance | 8596323 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 8345872 | BeginningOfYearBalance |
| Contributions | 84196 | Contributions |
| Investment Earnings Or Losses | -109379 | InvestmentEarningsOrLosses |
| Other Expenditures | 319600 | OtherExpenditures |
| Administrative Expenses | 8068 | AdministrativeExpenses |
| End Of Year Balance | 7993021 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 7036464 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 1697213 | InvestmentEarningsOrLosses |
| Other Expenditures | 379854 | OtherExpenditures |
| Administrative Expenses | 7951 | AdministrativeExpenses |
| End Of Year Balance | 8345872 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 5051809 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 718666 | InvestmentEarningsOrLosses |
| Other Expenditures | 305100 | OtherExpenditures |
| Administrative Expenses | 3868 | AdministrativeExpenses |
| End Of Year Balance | 5461507 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | true | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 453326 | OtherCostOrOtherBasis |
| Book Value | 453326 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3790343 | OtherCostOrOtherBasis |
| Depreciation | 1347993 | Depreciation |
| Book Value | 2442350 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1246047 | OtherCostOrOtherBasis |
| Depreciation | 870005 | Depreciation |
| Book Value | 376042 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 3271718 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | BENEFICIAL INTEREST IN ASSETS | Description |
| Book Value | 1882590 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 1882590 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DESIGNATED DONATIONS DUE TO | $2,465,098 |
| CHARITABLE ORGANIZATIONS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 2465098 | TotalOfAmounts |
| Tot Revenue Etc Audited Fincl Stmt | 12643107 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 378102 | NetUnrealizedGainsInvestments |
| Other Revenues | 287941 | OtherRevenues |
| Revenue Not Rptd F990 | 666043 | RevenueNotRptdF990 |
| Revenue Subtotal | 11977064 | RevenueSubtotal |
| Other Revenues Not Included | 3438285 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 3438285 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 15415349 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 13095927 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 65408 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 65408 | ExpensesNotRptdF990 |
| Expenses Subtotal | 13030519 | ExpensesSubtotal |
| Other Expenses Not Included | 3058937 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 3058937 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 16089456 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| INTENDED USES FOR ENDOWMENT FUNDS | SCHEDULE D, PAGE 2, PART V, LINE 4 | THE PERMANENT ENDOWMENT'S INTENDED USE IS TO SUPPORT THE HEART OF WEST MICHIGAN UNITED WAY'S OPERATIONAL EXPENSES. A PERCENTAGE OF ITS AVERAGE FAIR MARKET VALUE OVER THE PAST 14 QUARTERS IS WITHDRAWN EACH YEAR. |
| REVENUE AMOUNTS INCLUDED IN FINANCIALS - OTHER | SCHEDULE D, PAGE 4, PART XI, LINE 2D | CHANGE IN BENEFICIAL INTEREST OF ASSETS HELD BY TRUSTS 0 AND FOUNDATIONS 188,311 BAD DEBT RECOVERIES 80,830 RENTAL EXPENSES 18,800 |
| REVENUE AMOUNTS INCLUDED ON RETURN - OTHER | SCHEDULE D, PAGE 4, PART XI, LINE 4B | DESIGNATED DONATIONS TO CHARITABLE ORGANIZATIONS SPECIFIED 0 BY THE DONOR 3,438,285 |
| EXPENSE AMOUNTS INCLUDED IN FINANCIALS - OTHER | SCHEDULE D, PAGE 4, PART XII, LINE 2D | BAD DEBT EXPENSE 46,608 RENTAL EXPENSES 18,800 |
| EXPENSE AMOUNTS INCLUDED ON RETURN - OTHER | SCHEDULE D, PAGE 4, PART XII, LINE 4B | DESIGNATED DONATIONS TO CHARITABLE ORGANIZATIONS SPECIFIED 0 BY THE DONOR 3,058,937 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (138 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| ALLEGAN COUNTY UNITED WAY | |||||||
| 650 GRAND STREET | ALLEGAN | MI | 49010 | 386063214 | 3 | 21019 | DESIGNATED |
| ALZHEIMER'S ASSOCIATION | |||||||
| 25200 TELEGRAPH STE 100 | SOUTHFIELD | MI | 48033 | 382378032 | 3 | 5762 | DESIGNATED |
| AMERICAN CANCER SOCIETY | |||||||
| 123 JEFFERSON AVE SE | GRAND RAPIDS | MI | 49503 | 381387120 | 3 | 20343 | DESIGNATED |
| AMERICAN RED CROSS | |||||||
| 1050 FULLER NE | GRAND RAPIDS | MI | 49503 | 530196605 | 3 | 172827 | DESIG AND ALLOC |
| ANIMAL CHARITIES OF AMERICA | |||||||
| PO BOX 45754 | SAN FRANSISCO | CA | 94145 | 943193389 | 3 | 9256 | DESIGNATED |
| ARBOR CIRCLE | |||||||
| 1115 BALL AVE NE | GRAND RAPIDS | MI | 49505 | 383263853 | 3 | 436260 | DESIG AND ALLOC |
| ARTISTS CREATING TOGETHER | |||||||
| 1140 MONROE AVE NW SUITE 4101 | GRAND RAPIDS | MI | 49503 | 841698531 | 3 | 6871 | DESIGNATED |
| ASSOC FOR BLIND & VISUALLY IMP | |||||||
| 456 CHERRY ST SE | GRAND RAPIDS | MI | 49503 | 381387122 | 3 | 161452 | DESIG AND ALLOC |
| ASTHMA NETWORK OF WEST MICHIGAN | |||||||
| 150 JEFFERSON SE | GRAND RAPIDS | MI | 49503 | 383351467 | 3 | 30000 | ALLOCATION |
| BARRY COUNTY UNITED WAY | |||||||
| 231 SOUTH BROADWAY | HASTINGS | MI | 49058 | 386062803 | 3 | 28862 | DESIGNATED |
| BAXTER COMMUNITY CENTER | |||||||
| 935 BAXTER SE | GRAND RAPIDS | MI | 49506 | 237076806 | 3 | 290349 | DESIG, ALLOC, FISCAL |
| BETHANY CHRISTIAN SERVICES | |||||||
| 901 EASTERN NE PO BOX 294 | GRAND RAPIDS | MI | 49501 | 381405282 | 3 | 14086 | DESIGNATED |
| BOYS & GIRLS CLUBS OF GRAND RAPIDS | |||||||
| 235 STRAIGHT AVE NW | GRAND RAPIDS | MI | 49504 | 380593958 | 3 | 20000 | ALLOCATION |
| BSA PRESIDENT FORD FIELD SERV COUN | |||||||
| 3213 WALKER AVE NW | GRAND RAPIDS | MI | 49544 | 381359240 | 3 | 99612 | DESIG AND ALLOC |
| CAMP BLODGETT | |||||||
| 1545 BUCHANAN AVE SW | GRAND RAPIDS | MI | 49507 | 386004379 | 3 | 36983 | DESIG AND ALLOC |
| CAMP FIRE INC WEST MICH | |||||||
| 1257 E BELTLINE NE | GRAND RAPIDS | MI | 49525 | 381359501 | 3 | 197142 | DESIG AND ALLOC |
| CAPITAL AREA UNITED WAY | |||||||
| 700 LAUREL STREET | BATON ROUGE | LA | 70802 | 381363572 | 3 | 26894 | DESIGNATED |
| CASA OF KENT COUNTY | |||||||
| 180 OTTOWA NW SUITE 3400 | GRAND RAPIDS | MI | 49503 | 202112557 | 3 | 14949 | DESIG AND ALLOC |
| CATHOLIC CHARITIES WEST MICHIGAN | |||||||
| 40 JEFFERSON SE | GRAND RAPIDS | MI | 49503 | 383012473 | 3 | 225397 | DESIG AND ALLOC |
| CEDAR SPRINGS AREA PARKS AND REC | |||||||
| 204 EAST MUSKEGON | CEDAR SPRINGS | MI | 49319 | 382788005 | 26200 | SCHOOLS OF HOPE | |
| CHAR-EM UNITED WAY | |||||||
| PO BOX 1701 | PETOSKEY | MI | 49770 | 237049778 | 3 | 20853 | DESIGNATED |
| CHERRY STREET HEALTH SERVICES | |||||||
| 100 CHERRY ST SE | GRAND RAPIDS | MI | 49503 | 382853534 | 3 | 453489 | DESIG AND ALLOC |
| CHILDREN'S ASSESSMENT CENTER | |||||||
| 901 MICHIGAN NE | GRAND RAPIDS | MI | 49503 | 383042396 | 3 | 82953 | DESIG AND ALLOC |
| CHRISTIAN CHARITIES OF AMERICA | |||||||
| PO BOX 45754 | SAN FRANCISCO | CA | 94145 | 943255961 | 3 | 6275 | DESIGNATED |
| CHRISTIAN COUNSELING CENTER | |||||||
| 1870 LEONARD NE SUITE 100 | GRAND RAPIDS | MI | 495055650 | 381410466 | 3 | 5920 | DESIGNATED |
| COMMUNITY HEALTH CHARITIES | |||||||
| 8076 21 MILE ROAD | SHELBY TWP | MI | 48317 | 136167225 | 3 | 20815 | DESIGNATED |
| COMMUNITY REBUILDERS | |||||||
| 1120 MONROE SUITE 220 | GRAND RAPIDS | MI | 49503 | 383094108 | 3 | 50683 | DESIG AND ALLOC |
| CONDUCTIVE LEARNING CENTER | |||||||
| 2428 BURTON SE | GRAND RAPIDS | MI | 49546 | 383601587 | 3 | 29922 | DESIG AND ALLOC |
| CONSUMERS ENERGY | |||||||
| 530 W WILLOW | LANSING | MI | 48909 | 380442310 | 15981 | EMERGENCY NEEDS | |
| D A BLODGETT SERV | |||||||
| 805 LEONARD NE | GRAND RAPIDS | MI | 49503 | 381358163 | 3 | 388415 | DESIG AND ALLOC |
| DEGAGE MINISTRIES | |||||||
| 144 S DIVISION | GRAND RAPIDS | MI | 49503 | 381912094 | 3 | 19267 | DESIG & EMERG. NEEDS |
| DISABILITY ADVOCATES OF KENT COUNTY | |||||||
| 3600 CAMELOT DRIVE SE | GRAND RAPIDS | MI | 49546 | 383114474 | 3 | 16220 | DESIG AND ALLOC |
| DOWN SYNDROME ASSN OF W MI | |||||||
| 233 E FULTON SUITE 108 | GRAND RAPIDS | MI | 49503 | 382641856 | 3 | 5186 | DESIGNATED |
| DTE ENERGY | |||||||
| 1 ENERGY PLAZA RM 2126 | DETROIT | MI | 48226 | 383217752 | 9182 | EMERGENCY NEEDS | |
| DWELLING PLACE OF GRAND RAPIDS | |||||||
| 101 SHELDON SE SUITE 2 | GRAND RAPIDS | MI | 49503 | 382313832 | 3 | 138627 | DESIG AND ALLOC |
| E GRAND RAPIDS SCHOOLS FOUNDATION | |||||||
| 2915 HALL STREET SE | EAST GRAND RAPIDS | MI | 49506 | 382486451 | 3 | 7277 | DESIGNATED |
| EQUEST CENTER FOR THERAPEUTIC | |||||||
| 3777 RECTOR AVE NE | ROCKFORD | MI | 493419144 | 382938949 | 3 | 5841 | DESIGNATED |
| FAMILY FUTURES | |||||||
| 678 FRONT AVENUE NW SUITE 210 | GRAND RAPIDS | MI | 49504 | 382605028 | 3 | 196404 | DESIG AND ALLOC |
| FAMILY OUTREACH CENTER | |||||||
| 1939 S DIVISION | GRAND RAPIDS | MI | 49507 | 382272711 | 3 | 286751 | DESIG, ALLOC, FISCAL |
| FAMILY PROMISE OF GRAND RAPIDS | |||||||
| 906 S DIVISION AVENUE SUITE 205 | GRAND RAPIDS | MI | 49507 | 383357709 | 3 | 34966 | DESIG AND ALLOC |
| FEEDING AMERICA WEST MICHIGAN FOOD | |||||||
| 864 WEST RIVER CENTER DR | COMSTOCK PARK | MI | 493218955 | 382439659 | 3 | 68939 | DESIGNATED |
| FIRST STEPS KENT | |||||||
| 118 COMMERCE AVE SW SUITE 300 | GRAND RAPIDS | MI | 49503 | 270640886 | 3 | 80040 | DESIG AND ALLOC |
| GENESIS NON-PROFIT HOUSING | |||||||
| 528 BRIDGE ST NW STE 6 | GRAND RAPIDS | MI | 49504 | 383323628 | 3 | 21185 | DESIG AND ALLOC |
| GERONTOLOGY NETWORK | |||||||
| 516 CHERRY SE | GRAND RAPIDS | MI | 49503 | 382774701 | 3 | 37580 | DESIG AND ALLOC |
| GILDA'S CLUB GRAND RAPIDS | |||||||
| 1806 BRIDGE ST NW | GRAND RAPIDS | MI | 495044921 | 383367525 | 3 | 28267 | DESIGNATED |
| GIRL SCOUTS OF MICHIGAN | |||||||
| 3275 WALKER NW | GRAND RAPIDS | MI | 49504 | 381366924 | 3 | 87934 | DESIG AND ALLOC |
| GLOBAL IMPACT | |||||||
| 66 CANAL CENTER PLAZA SUITE 310 | ALEXANDRIA | VA | 22314 | 521273585 | 3 | 6838 | DESIGNATED |
| GODFREY LEE ELEMENTARY | |||||||
| 1920 GODFREY ST SW | WYOMING | MI | 49509 | 271416830 | 20000 | SCHOOLS OF HOPE | |
| GOODWILL INDUSTRIES | |||||||
| 3035 PRAIRIE ST SW | GRANDVILLE | MI | 49418 | 386113049 | 3 | 60263 | DESIG AND ALLOC |
| GR AFRICAN AMERICAN HEALTH INST | |||||||
| 515 MICHIGAN NE STE 102 | GRAND RAPIDS | MI | 49507 | 061658200 | 3 | 65487 | DESIG & FISCAL SPONS |
| GR OPPORTUNITIES FOR WOMEN | |||||||
| 25 SHELDON BLVD SE 210 | GRAND RAPIDS | MI | 49503 | 382886028 | 3 | 33210 | DESIG AND ALLOC |
| GR URBAN LEAGUE | |||||||
| 745 EASTERN AVE SE | GRAND RAPIDS | MI | 49503 | 381359259 | 3 | 146360 | DESIG, ALLOC, FISCAL |
| GR YOUTH COMMONWEALTH | |||||||
| 235 STRAIGHT AVE NW | GRAND RAPIDS | MI | 49504 | 380593958 | 3 | 8580 | DESIGNATED |
| GRAND RAPIDS COMM FOUNDATION | |||||||
| 185 OAKES ST SW | GRAND RAPIDS | MI | 495034219 | 382877959 | 3 | 64314 | DESIGNATED |
| GRAND RAPIDS STUDENT ADV FOUN | |||||||
| 111 LIBRARY NE 5TH FLOOR | GRAND RAPIDS | MI | 49503 | 383137984 | 3 | 12599 | DESIGNATED |
| GRANDVILLE EDUCATION FOUNDATION | |||||||
| 3843 PRAIRIE STREET | GRANDVILLE | MI | 49418 | 383012286 | 3 | 7205 | DESIGNATED |
| GREATER KALAMAZOO UNITED WAY | |||||||
| 709 S WESTNEDGE AVENUE | KALAMAZOO | MI | 49007 | 381426895 | 3 | 42570 | DESIGNATED |
| GREATER OTTAWA COUNTY UNITED WAY | |||||||
| PO BOX 1349 | HOLLAND | MI | 49422 | 383522782 | 3 | 93764 | DESIGNATED |
| HABITAT FOR HUMANITY - KENT COUNTY | |||||||
| 425 PLEASANT ST SW | GRAND RAPIDS | MI | 49503 | 382527968 | 3 | 30658 | DESIGNATED |
| HEALTH & MEDICAL RESEARCH | |||||||
| PO BOX 45754 | SAN FRANCISCO | CA | 94145 | 943217739 | 3 | 6160 | DESIGNATED |
| HEALTHY HOMES COALITION OF WEST MI | |||||||
| 742 FRANKLIN STREET SE | GRAND RAPIDS | MI | 49507 | 205326650 | 3 | 40971 | DESIG AND ALLOC |
| HEARTSIDE MINISTRIES | |||||||
| 54 S DIVISION | GRAND RAPIDS | MI | 49503 | 382477760 | 3 | 5758 | DESIG & EMERG. NEEDS |
| HISPANIC CENTER OF W MI | |||||||
| 1204 GRANDVILLE AVE SW | GRAND RAPIDS | MI | 49503 | 382265825 | 3 | 231999 | DESIG, ALLOC, FISCAL |
| HOME REPAIR SERVICES | |||||||
| 1100 SOUTH DIVISION | GRAND RAPIDS | MI | 49507 | 382263817 | 3 | 41073 | DESIG AND ALLOC |
| HOPE NETWORK INC | |||||||
| PO BOX 141 | GRAND RAPIDS | MI | 495010141 | 386108186 | 3 | 133576 | DESIG AND ALLOC |
| HOSPICE OF MICHIGAN - GRAND RAPIDS | |||||||
| 989 SPAULDING SE | ADA | MI | 49301 | 382255529 | 3 | 32338 | DESIGNATED |
| IN THE IMAGE | |||||||
| 1823 S DIVISION AVE | GRAND RAPIDS | MI | 49507 | 383075239 | 3 | 8874 | DESIGNATED |
| INNER CITY CHRISTIAN FEDERATION | |||||||
| 920 CHERRY ST SE | GRAND RAPIDS | MI | 49506 | 381903026 | 3 | 8438 | DESIGNATED |
| JUBILEE JOBS INC | |||||||
| 935 BAXTER SE | GRAND RAPIDS | MI | 49506 | 382779590 | 3 | 25092 | DESIG AND ALLOC |
| JUVENILE DIABETES RESEARCH FND | |||||||
| 4595 BROADMOOR AVE SE SUITE 230 | KENTWOOD | MI | 49512 | 381443369 | 3 | 9461 | DESIGNATED |
| KENT COUNTY HEALTH DEPARTMENT | |||||||
| 300 MONROE AVE NW | GRAND RAPIDS | MI | 49503 | 386004862 | 175000 | AGENCY SUPPORT | |
| KENT COUNTY TREASURER | |||||||
| 300 MONROE AVE NW | GRAND RAPIDS | MI | 49503 | 386004862 | 275259 | AGENCY SUPPORT | |
| KENT INTERMEDIATE SCHOOL DIST | |||||||
| 2930 KNAPP ST NE | GRAND RAPIDS | MI | 49525 | 381712500 | 7803 | DESIGNATED | |
| KENT REGIONAL 4-C | |||||||
| 233 EAST FULTON SUITE 107 | GRAND RAPIDS | MI | 495033262 | 382066096 | 3 | 316190 | DESIGNATED |
| KIDS FOOD BASKET | |||||||
| 2055 OAK INDUSTRIAL DRIVE NE | GRAND RAPIDS | MI | 49505 | 043760991 | 3 | 35410 | DESIGNATED |
| KILLGOAR FOUNDATION | |||||||
| 2504 ARDMORE ST SE | GRAND RAPIDS | MI | 49506 | 383324244 | 3 | 6755 | DESIGNATED |
| LEGAL AID OF WESTERN MICHIGAN | |||||||
| 89 IONIA AVE NW | GRAND RAPIDS | MI | 49503 | 382156874 | 3 | 148938 | DESIG AND ALLOC |
| LIFE MATTERS WORLDWIDE | |||||||
| PO BOX 3158 | GRAND RAPIDS | MI | 49501 | 382518504 | 3 | 7371 | DESIGNATED |
| LITERACY CENTER OF W MICHIGAN | |||||||
| 1120 MONROE NW SUITE 240 | GRAND RAPIDS | MI | 49503 | 382725232 | 3 | 81046 | DESIG AND ALLOC |
| LIVING STONES ACADEMY | |||||||
| PO BOX 7790 | GRAND RAPIDS | MI | 49517 | 271110309 | 3 | 6903 | DESIGNATED |
| LUTHERAN CHILD & FAMILY SERVICES | |||||||
| 1715 SUTERLAND DR SE | GRAND RAPIDS | MI | 49508 | 411568278 | 3 | 32000 | ALLOCATION |
| MECOSTA-OSCEOLA UW | |||||||
| 315 IVES AVE | BIG RAPIDS | MI | 49307 | 382489813 | 3 | 22138 | DESIGNATED |
| MEL TROTTER MINISTRIES | |||||||
| 225 COMMERCE AVE SW | GRAND RAPIDS | MI | 49503 | 381410467 | 3 | 29293 | DESIGNATED |
| MERCY HEALTH SAINT MARY'S | |||||||
| 200 JEFFERSON SE | GRAND RAPIDS | MI | 49503 | 272491974 | 3 | 7697 | DESIGNATED |
| MESSIAH MISSIONARY BAPTIST CHURCH | |||||||
| 513 HENRY AVENUE | GRAND RAPIDS | MI | 49503 | 237314530 | 20000 | SCHOOLS OF HOPE | |
| MICHIGAN ASSOCIATION OF UNITED WAYS | |||||||
| 330 MARSHALL STREET SUITE 211 | LANSING | MI | 48912 | 381359596 | 3 | 43343 | DUES |
| MICHIGAN DEPARTMENT OF HUMAN SERV | |||||||
| 235 S GRAND AVE | LANSING | MI | 48908 | 386000134 | 236157 | AGENCY SUPPORT | |
| MICHIGAN MIGRANT LEGAL ASSOCIATION | |||||||
| 648 MONROE CENTER | GRAND RAPIDS | MI | 49503 | 382010346 | 3 | 31993 | DESIG AND ALLOC |
| NATIONAL KIDNEY FOUNDATION OF MI | |||||||
| 1169 OAK VALLEY DR | ANN ARBOR | MI | 48108 | 381559941 | 3 | 8373 | DESIGNATED |
| NELAND AVE CHRISTIAN REFORMED CHURC | |||||||
| 940 NELAND SE | GRAND RAPIDS | MI | 49506 | 381366937 | 3 | 20270 | DESIGNATED |
| NEW HOPE BAPTIST CHURCH | |||||||
| 130 DELAWARE ST SW | GRAND RAPIDS | MI | 49507 | 237364078 | 3 | 106538 | DESIGNATED |
| NORTH KENT COMM SVS CTR | |||||||
| 10075 NORTHLAND DRIVE | ROCKFORD | MI | 49341 | 382066893 | 3 | 27892 | DESIG AND ALLOC |
| OTSEGO COUNTY UNITED WAY | |||||||
| 116 E FIFTH STREET | GAYLORD | MI | 49735 | 237156104 | 3 | 10837 | DESIGNATED |
| PARTNERS FOR A RACISM FREE COMM | |||||||
| 250 COMMERCE AVE SW | GRAND RAPIDS | MI | 49503 | 452437631 | 3 | 20000 | SCHOOLS OF HOPE |
| PAWS WITH A CAUSE | |||||||
| 4646 SOUTH DIVISION | WAYLAND | MI | 49348 | 382370342 | 3 | 56333 | DESIGNATED |
| PINE REST CHRISTIAN SERVICES | |||||||
| 300 68TH ST SE PO BOX 165 | GRAND RAPIDS | MI | 49501 | 381368360 | 3 | 86486 | DESIG AND ALLOC |
| PLANNED PARENTHOOD CENTER | |||||||
| 425 CHERRY SE | GRAND RAPIDS | MI | 495034691 | 381782520 | 3 | 40265 | DESIGNATED |
| PREGNANCY RESOURCE CENTER | |||||||
| 415 CHERRY ST SE | GRAND RAPIDS | MI | 495034601 | 382591608 | 3 | 10092 | DESIGNATED |
| PROMISE OF HOPE | |||||||
| 900 THOMAS STREET SE | GRAND RAPIDS | MI | 49506 | 262664402 | 3 | 19700 | SCHOOLS OF HOPE |
| RESTORERS INC | |||||||
| 1413 MADISON SE | GRAND RAPIDS | MI | 49507 | 383413593 | 3 | 10737 | DESIG AND ALLOC |
| ROCKFORD EDUCATIONAL FOUND | |||||||
| 235 COURTLAND ST | ROCKFORD | MI | 49341 | 383034696 | 3 | 6977 | DESIGNATED |
| ROOSEVELT PARK CHURCH | |||||||
| 811 CHICAGO DRIVE SW | GRAND RAPIDS | MI | 49509 | 383191528 | 3 | 20000 | SCHOOLS OF HOPE |
| SAFE HAVEN MINISTRIES | |||||||
| 3501 LAKE EAST BLVD SUITE 335 | GRAND RAPIDS | MI | 49546 | 382947328 | 3 | 8483 | DESIGNATED |
| SALVATION ARMY | |||||||
| 2615 GRANT AVENUE | OGDEN | UT | 84401 | 135562351 | 3 | 451919 | DESIG AND ALLOC |
| SCHOOL-TO-CAREER PROGRESSIONS | |||||||
| 1422 MADISON AVE SE | GRAND RAPIDS | MI | 49507 | 383580906 | 3 | 51458 | DESIG AND ALLOC |
| SENIOR MEALS PROGRAM | |||||||
| 2900 WILSON AVE SW SUITE 500 | GRANDVILLE | MI | 49418 | 382535537 | 3 | 99294 | DESIG AND ALLOC |
| SENIOR NEIGHBORS INC | |||||||
| 820 MONROE NW SUITE 460 | GRAND RAPIDS | MI | 495031442 | 237195491 | 3 | 167511 | DESIG AND ALLOC |
| SOUTH END COMMUNITY | |||||||
| 1545 BUCHANAN SW | GRAND RAPIDS | MI | 49507 | 383038706 | 3 | 65792 | DESIG AND ALLOC |
| SPECTRUM HEALTH | |||||||
| 100 MICHIGAN ST NE | GRAND RAPIDS | MI | 49503 | 382752328 | 3 | 60148 | DESIGNATED |
| STEEPLETOWN | |||||||
| 671 DAVIS NW | GRAND RAPIDS | MI | 49504 | 383246215 | 3 | 52952 | DESIG AND ALLOC |
| TALL TURF MINISTRIES | |||||||
| 816 MADISON AVE SE | GRAND RAPIDS | MI | 49507 | 381890465 | 3 | 23101 | DESIGNATED |
| THE OTHER WAY MINISTRIES | |||||||
| 710 WEST FULTON | GRAND RAPIDS | MI | 49504 | 382236821 | 3 | 23956 | DESIG AND ALLOC |
| THRESHOLDS | |||||||
| 1225 LAKE DRIVE SE | GRAND RAPIDS | MI | 49506 | 382063018 | 3 | 76306 | DESIG AND ALLOC |
| UNITED CHURCH OUTREACH MINISTRY | |||||||
| 1311 CHICAGO DRIVE SW | WYOMING | MI | 49509 | 382640284 | 3 | 104765 | DESIG AND ALLOC |
| UNITED METHODIST COMM HOUSE | |||||||
| 904 SHELDON AVE SE | GRAND RAPIDS | MI | 49507 | 381360555 | 3 | 268673 | DESIG, ALLOC, FISCAL |
| UNITED WAY OF GENESEE | |||||||
| PO BOX 949 | FLINT | MI | 485010949 | 381359516 | 3 | 13734 | DESIGNATED |
| UNITED WAY OF IONIA COUNTY | |||||||
| PO BOX 87 | FENWICK | MI | 48834 | 237136978 | 3 | 22940 | DESIGNATED |
| UNITED WAY OF METRO ATLANTA | |||||||
| 100 EDGEWOOD AVE NE 2ND FLOOR | ATLANTA | GA | 30303 | 580566194 | 3 | 5675 | DESIGNATED |
| UNITED WAY OF NORTHWEST MI | |||||||
| 521 S UNION STREET | TRAVERSE CITY | MI | 49685 | 381679060 | 3 | 34734 | DESIGNATED |
| UNITED WAY OF SAGINAW CO | |||||||
| 100 SOUTH JEFFERSON AVE 3RD FLOOR | SAGINAW | MI | 48607 | 381358215 | 3 | 6292 | DESIGNATED |
| UNITED WAY OF THE LAKESHORE | |||||||
| PO BOX 207 | MUSKEGON | MI | 494430207 | 381426895 | 3 | 57742 | DESIGNATED |
| UNITED WAY WORLDWIDE | |||||||
| 701 N FAIRFAX ST 3RD FLOOR | ALEXANDRIA | VA | 223142045 | 131635294 | 3 | 134339 | DESIG AND DUES |
| UNITED WAYS OF NEW ENGLAND | |||||||
| 51 SLEEPER STREET | BOSTON | MA | 022101208 | 042687831 | 3 | 13722 | DESIGNATED |
| UW FOR SOUTHEASTERN MI | |||||||
| 660 WOODWARD AVENUE SUITE 300 | DETROIT | MI | 482261849 | 203099071 | 3 | 6433 | DESIGNATED |
| UW OF SOUTHWEST MICHIGAN | |||||||
| PO BOX 807 | BENTON HARBOR | MI | 490230807 | 381358411 | 3 | 19419 | DESIGNATED |
| VAN BUREN COUNTY UNITED WAY | |||||||
| 181 W MICHIGAN AVE 4 | PAW PAW | MI | 490791423 | 237113927 | 3 | 6832 | DESIGNATED |
| VANANDEL RESEARCH INSTITUTE | |||||||
| 333 BOSTWICK AVE NE | GRAND RAPIDS | MI | 49503 | 522000823 | 3 | 6027 | DESIGNATED |
| VISITING NURSE ASSOC OF WEST MI | |||||||
| 1401 CEDAR NE | GRAND RAPIDS | MI | 49503 | 381359195 | 3 | 48302 | DESIG AND ALLOC |
| WEDGWOOD CHRISTIAN SERVICES | |||||||
| PO BOX 88007 | GRAND RAPIDS | MI | 495180007 | 381918221 | 3 | 65358 | DESIG AND ALLOC |
| WEST ELEMENTARY SCHOOL | |||||||
| 3546 CLYDE PARK AVE SW | WYOMING | MI | 49509 | 271416830 | 20000 | SCHOOLS OF HOPE | |
| WEST MI REFUGEE EDU & CULTURAL CTR | |||||||
| 224 CARRIER STREET | GRAND RAPIDS | MI | 49505 | 061770896 | 3 | 25000 | ALLOCATION |
| WEST MICHIGAN AVIATION ACADEMY | |||||||
| 5363 44TH ST SE | GRAND RAPIDS | MI | 49512 | 271061016 | 19700 | FISCAL SPONSORSHIPS | |
| WEST MICHIGAN CENTER FOR ARTS | |||||||
| 98 E FULTON ST STE 202 | GRAND RAPIDS | MI | 49503 | 743120354 | 3 | 47078 | DESIGN AND ALLOC |
| WOMEN'S RESOURCE CENTER | |||||||
| 678 FRONT AVE NW SUITE 180 | GRAND RAPIDS | MI | 49504 | 382008886 | 3 | 143685 | DESIG AND ALLOC |
| YMCA OF GREATER GRAND RAPIDS | |||||||
| 475 LAKE MICHIGAN DR NW | GRAND RAPIDS | MI | 49504 | 381358058 | 3 | 293121 | DESIG AND ALLOC |
| YOUNG LIFE OF GRAND RAPIDS | |||||||
| PO BOX 511 | ALLENDALE | MI | 49401 | 840385934 | 3 | 9810 | DESIGNATED |
| YWCA WEST CENTRAL MICHIGAN | |||||||
| 25 SHELDON BLVD SE | GRAND RAPIDS | MI | 49503 | 381359578 | 3 | 339898 | DESIG AND ALLOC |
| GRANTS 5000 OR LESS | |||||||
| 729164 | |||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 72 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 11 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS INSIDE THE UNITED STATES | Identifier |
| Return Reference | SCHEDULE I, PAGE 1, PART I, LINE 2 | ReturnReference |
| Explanation | FOR GRANTS TO AGENCY PROGRAMS, INVESTMENT COUNCILS ARE USED TO REVIEW AND SELECT 501(C)(3) AGENCIES TO RECEIVE ALLOCATIONS (GRANTS) WITH ASSISTANCE FROM STAFF. AGENCIES ARE REQUIRED TO SUBMIT A PROPOSAL DESCRIBING HOW THE FUNDS WILL BE USED AND THE OUTCOMES TO BE ACHIEVED. THEIR AUDITS ARE REVIEWED TO GAIN ASSURANCE THAT THEY FOLLOW SOUND FISCAL POLICIES. AGENCIES ALSO VERIFY THEIR COMPLIANCE WITH THE PATRIOT ACT AND THAT THEY ARE AN IRS CODE SECTION 501(C)(3) ORGANIZATION. STAFF MONITOR THEIR PERFORMANCE WITH THE ASSISTANCE OF THE INVESTMENT COUNCILS. AGENCIES ARE REQUIRED TO SUBMIT OUTCOME REPORTS. INVESTMENT COUNCILS AND STAFF INVESTIGATE REPORTS THAT ARE NOT MEETING STATED GOALS. AGENCIES ARE REQUIRED TO NOTIFY STAFF IF A FUNDED PROGRAM IS ENDING. THE INVESTMENT COUNCILS AND STAFF DECIDE WHERE THOSE FUNDS ARE REDIRECTED TO. FOR DONOR DESIGNATIONS, AGENCIES VERIFY THEIR COMPLIANCE WITH THE PATRIOT ACT AND THAT THEY ARE AN IRS CODE SECTION 501(C)(3) ORGANIZATION. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | MAUREEN NOE | NamePerson |
| Title | PRESIDENTCEO | Title |
| Base Compensation Filing Org | 145420 | BaseCompensationFilingOrg |
| Bonus Filing Org | 10000 | BonusFilingOrg |
| Deferred Comp Filing Org | 7788 | DeferredCompFilingOrg |
| Nontaxable Benefits Filing Org | 14124 | NontaxableBenefitsFilingOrg |
| Total Compensation Filing Org | 177332 | TotalCompensationFilingOrg |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 31 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 427187 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV ON DATE RECEIVED | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | false | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (10 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ORGANIZATION'S MISSION | FORM 990 - ORGANIZATION'S MISSION | TO IMPACT LIVES IN WEST MICHIGAN BY MOBILIZING THE CARING POWER OF VOLUNTEERS, DONORS, AGENCIES, AND COMMUNITY PARTNERS. THE MOST SIGNIFICANT ACTIVITY IS RAISING FUNDS SO AGENCY PROVIDERS AND INTERNAL PROGRAMS CAN IMPROVE PEOPLE'S LIVES BY IMPROVING THEIR EDUCATION, INCOME AND HEALTH. |
| ADDITIONAL INFORMATION | FORM 990 | THE OVERHEAD RATE FOR THE YEAR ENDING JUNE 30, 2013 IS 10.4%. THIS IS AN INCREASE FROM 7.6% FOR THE PRIOR YEAR. OVERHEAD IS CALCULATED AS FOLLOWS: PART IX, LINE 25, COLUMN C + COLUMN D DIVIDED BY PART VIII, LINE 12, COLUMN A. (543,205 + 1,061,432) / 15,415,349 = 10.4%. CALCULATION IS DONE ACCORDING TO UNITED WAY WORLDWIDE STANDARDS. ALL LINES LEFT BLANK ARE NOT APPLICABLE TO THE ORGANIZATION. |
| THIRD ACCOMPLISHMENT DESCRIPTION | FORM 990, PAGE 2, PART III, LINE 4C | FINANCIAL LITERACY CLASSES WHICH INCLUDES A MATCH ON THE AMOUNT PARTICIPANTS SAVE. - UNITED WAY VOLUNTEER CENTER IS A COMMUNITY RESOURCE THAT FACILITATES MATCHING VOLUNTEERS TO SCHOOLS, NON-PROFIT AGENCIES, AND GOVERNMENT ORGANIZATIONS. THE INTERACTIVE AND USER-FRIENDLY ONLINE SYSTEM (HANDS-ON CONNECT) PROVIDES TOOLS TO CREATE AND MANAGE VOLUNTEER TEAMS OR GROUPS. - ESSENTIAL NEEDS TASK FORCE (ENTF), WITH HUNDREDS OF NON-PROFITS, GOVERNMENTAL AGENCIES, FAITH-BASED ORGANIZATIONS, FUNDERS, AND CONCERNED VOLUNTEERS, HAS BEEN WORKING SINCE 1982 TO HELP KENT COUNTY'S MOST VULNERABLE CITIZENS OBTAIN THE BASICS NEEDED TO BE SELF-SUFFICIENT. THE ENTF DEVELOPS COMMUNITY STRUCTURES THAT HELP ELIMINATE POVERTY'S SYMPTOMS. - LABOR PARTICIPATION PROGRAMS PROVIDES 2-1-1 TYPE SERVICES TO UNION MEMBERS. - UNITED WAY PROJECT BLUEPRINT IS A LEADERSHIP DEVELOPMENT PROGRAM WITH THE GOAL OF INCREASING THE NUMBER OF ETHNICALLY DIVERSE PROFESSIONALS PROVIDING VOLUNTEER LEADERSHIP TO THE BOARDS AND COMMITTEES OF WEST MICHIGAN NON- PROFIT AGENCIES. - UNITED WAY NEXTGEN ENGAGES YOUNG LEADERS IN GIVING, ADVOCATING AND VOLUNTEERING TO IMPACT THE COMMUNITY AND SUPPORT THE WORK OF HEART OF WEST MICHIGAN UNITED WAY. |
| ALL OTHER ACCOMPLISHMENT DESCRIPTION | FORM 990, PAGE 2, PART III, LINE 4D | FISCAL SPONSORSHIPS |
| OFFICERS WHO CANNOT BE REACHED | FORM 990, PAGE 6, PART VI, LINE 9 | SUSAN STODDARD 4450 CASCADE RD SE, SUITE 200 GRAND RAPIDS, MI 49546 |
| ORGANIZATION'S PROCESS USED TO REVIEW FORM 990 | FORM 990, PAGE 6, PART VI, LINE 11B | THE FINANCE AND AUDIT COMMITTEE REVIEWS THE FORM 990 IN DETAIL. IT IS THEN REVIEWED BY THE BOARD. IT IS THEN FILED WITH THE IRS. THE PRESIDENT/CEO, MAUREEN NOE, AND THE CFO, GEOFFREY J. BREMER, HEREBY CERTIFY THAT: 1. I HAVE READ THE IRS FORM 990 OF THE HEART OF WEST MICHIGAN UNITED WAY FOR THE YEAR ENDED JUNE 30, 2013. 2. BASED ON MY KNOWLEDGE, THE FORM 990 DOES NOT CONTAIN ANY UNTRUE STATEMENT OF MATERIAL FACT OR OMIT TO STATE A MATERIAL FACT NECESSARY TO MAKE THE STATEMENT MADE, IN LIGHT OF THE CIRCUMSTANCES UNDER WHICH SUCH STATEMENTS WERE MADE, NOT MISLEADING. 3. BASED ON MY KNOWLEDGE, THE FORM 990 FAIRLY PRESENTS, IN ALL MATERIAL RESPECTS, THE OPERATIONS OF HEART OF WEST MICHIGAN UNITED WAY FOR THE YEAR ENDED JUNE 30, 2013. |
| ENFORCEMENT OF CONFLICTS POLICY | FORM 990, PAGE 6, PART VI, LINE 12C | OFFICERS, DIRECTORS, KEY EMPLOYEES AND ALL OTHER EMPLOYEES ARE REQUIRED TO COMPLETE AND SIGN A CODE OF ETHICS AND CONFLICT OF INTEREST STATEMENT. THIS IS DONE ON AN ANNUAL BASIS AND UPON HIRE OF NEW EMPLOYEES. THE BOARD CHAIR AND THE PRESIDENT REVIEW ALL OFFICERS, BOARD OF DIRECTORS, AND KEY EMPLOYEE FORMS THAT SHOW A POTENTIAL CONFLICT OF INTEREST. THE PRESIDENT, CHIEF FINANCIAL OFFICER AND VP OF WORKFORCE DEVELOPMENT REVIEW ALL EMPLOYEE FORMS THAT SHOW A POTENTIAL CONFLICT OF INTEREST. IF DISCUSSIONS/VOTES ARE HELD, THE PERSON WITH THE CONFLICT WILL MENTION IT. IF THEY DON'T, THEN THE BOARD CHAIR OR PRESIDENT WILL. THE PERSON WILL ABSTAIN FROM VOTING ON THE DECISION AS APPROPRIATE. |
| COMPENSATION PROCESS FOR TOP OFFICIAL | FORM 990, PAGE 6, PART VI, LINE 15A | - THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS DETERMINES THE COMPENSATION OF THE PRESIDENT/CEO. NONE OF THE MEMBERS OF THE EXECUTIVE COMMITTEE ARE EMPLOYEES OF HEART OF WEST MICHIGAN UNITED WAY. COMPARABLE DATA FROM OTHER SIMILARLY SIZED UNITED WAYS AND LOCAL NON-PROFITS ARE GATHERED AND ANALYZED. THIS INFORMATION, ALONG WITH THE RESULTS OF THE ANNUAL PERFORMANCE EVALUATION, IS USED TO DETERMINE THE PRESIDENT/CEO'S COMPENSATION. THE DELIBERATIONS AND DECISION ARE DOCUMENTED IN THE MINUTES FROM THE EXECUTIVE COMMITTEE'S EXECUTIVE SESSION OF THE MEETING AT WHICH THIS WAS DISCUSSED. - THE OTHER OFFICER, THE CHIEF FINANCIAL OFFICER, HAS HIS COMPENSATION DETERMINED BY THE PRESIDENT/CEO. COMPARABLE DATA FROM OTHER SIMILARLY SIZED UNITED WAYS AND LOCAL NON-PROFITS ARE GATHERED AND ANALYZED. THIS INFORMATION, ALONG WITH THE RESULTS OF THE ANNUAL PERFORMANCE EVALUATION, IS USED TO DETERMINE THE CFO'S COMPENSATION. - THERE ARE NO OTHER OFFICERS OR KEY EMPLOYEES IN OUR ORGANIZATION. |
| GOVERNING DOCUMENTS DISCLOSURE EXPLANATION | FORM 990, PAGE 6, PART VI, LINE 19 | OUR GOVERNING DOCUMENTS (ARTICLES OF INCORPORATION AND BY-LAWS), CONFLICT OF INTEREST POLICY, DETERMINATION LETTER, AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON OUR WEBSITE AND UPON REQUEST. |
| RECONCILIATION OF CHANGES - OTHER | FORM 990, PART XI, LINE 9 | CHANGE IN BENEFICIAL INTEREST OF ASSETS HELD BY TRUSTS 0 AND FOUNDATIONS 188,311 BAD DEBT RECOVERIES 80,830 RENTAL EXPENSES 18,800 DESIGNATED DONATIONS TO CHARITABLE ORGANIZATIONS SPECIFIED 0 BY THE DONOR -3,438,285 BAD DEBT EXPENSE -46,608 RENTAL EXPENSES -18,800 DESIGNATED DONATIONS TO CHARITABLE ORGANIZATIONS SPECIFIED 0 BY THE DONOR 3,058,937 |