2023-01-27T09:18:35-05:00 2022-06-30 383133790 ANDREWS HOOPER PAVLIK PLC 2311 EAST BELTLINE AVE SE STE 200 GRAND RAPIDS MI 49546 990 2021-07-01 381951024 UNITED WAY OF WASHTENAW COUNTY UNIT 7349718200 2305 PLATT RD ANN ARBOR MI 48104 PAMELA SMITH CEO/PRESIDENT 7349718200 2023-01-25 true PAMELA SMITH 999009999 ERIC A RYAN P01388772 6169426440 2023-01-25 2021 2023-03-07 01:45:13Z PAMELA SMITH 2305 PLATT RD ANN ARBOR MI 48104 5168682 false X WWW.UWWASHTENAW.ORG X 1972 MI TO CONNECT PEOPLE, ORGANIZATIONS, AND RESOURCES TOGETHER TO CREATE A THRIVING COMMUNITY FOR EVERYONE. 21 21 18 135 0 4825969 4469733 39019 41846 184016 208408 12335 15625 5061339 4735612 3528577 3395086 0 929528 936695 0 534578 557985 692069 5016090 5023850 45249 -288238 9037669 8986569 970233 1849206 8067436 7137363 X TO CONNECT PEOPLE, ORGANIZATIONS, AND RESOURCES TOGETHER TO CREATE A THRIVING COMMUNITY FOR EVERYONE. true false 3311317 2997586 42130 COMMUNITY IMPACT: COORDINATES PLANNING AND GRANT MAKING WITH OTHER LOCAL FUNDERS TO BEST MEET HUMAN SERVICE NEEDS; PARTNERS AND INVESTS IN OVER 55 PROGRAMS OF 40 LOCAL NONPROFITS TO ADDRESS THESE IDENTIFIED HUMAN SERVICE NEEDS ACROSS THE COUNTY; MONITORS AND REGULARLY EVALUATES GOVERNANCE, FISCAL CONDITION AND PROGRAM RESULTS OF FUNDED AGENCIES; MANAGES SPECIAL GRANT PROGRAMS; ENSURES COMPLIANCE WITH PATRIOT ACT AND PROCESSES DONOR DESIGNATED GIFTS; SERVES IN VARIOUS COMMUNITY LEADERSHIP ROLES IN ADDRESSING EMERGING HUMAN SERVICE ISSUES. 177969 17500 FINANCIAL STABILITY: MANAGE A NATIONAL TAX PROGRAM, VITA (VOLUNTEER INCOME TAX ASSISTANCE) UNDER IRS GUIDANCE TO PROVIDE FREE TAX PREPARATION FOR TAXPAYERS MAKING 54,000 OR LESS. TRAIN AND CERTIFY VOLUNTEERS TO COMPLY WITH TAX REGULATIONS AND ETHICS WHO WILL WORK ONE-ON-ONE WITH ELIGIBLE TAXPAYERS TO PROVIDE TAX PREPARATION AND FILING SERVICES FOR BOTH FEDERAL AND STATE RETURNS. SPECIAL FOCUS IS ON HELPING TAXPAYERS OBTAIN REFUNDABLE CREDITS SUCH AS THE EITC AND STATE OF MICHIGAN HOME HEATING AND PROPERTY TAX CREDITS. THE VITA PROGRAM WAS SERIOUSLY CURTAILED DURING THE TAX YEAR DUE TO COVID RESTRICTIONS. 100% OF THE TAX PREP PROGRAM WAS CONDUCTED IN A VIRTUAL ENVIRONMENT. TOTAL NUMBER OF FEDERAL RETURNS PREPARED WAS 559 WITH THE HELP OF A POOL OF 35 FULLY CERTIFIED AND EXPERIENCED VOLUNTEERS. FINANCIAL COACHING PROVIDES FREE ONE-ON-ONE SUPPORT THAT BUILDS AND SUSTAINS FOUNDATION LEVEL ASSET BUILDING FOR INDIVIDUALS AND FAMILIES WHILE CONNECTING THEM TO OTHER HUMAN AND FINANCIAL SERVICE OFFERINGS. THE ONLY REQUIREMENT FOR RECEIPT OF SERVICES IS A DESIRE TO BECOME MORE FINANCIALLY STABLE. AS WITH THE VITA TAX PROGRAM, THE FINANCIAL COACHING PROGRAM WAS SIGNIFICANTLY IMPACTED BY COVID RESTRICTIONS. 115763 COMMUNITY SERVICE: PROMOTE UNITED WAY CONTRIBUTIONS FROM UNION MEMBERS, RECRUITS VOLUNTEERS FOR UNITED WAY AND OTHER NONPROFITS FROM UNION MEMBERSHIP, AND LINKS FAMILIES THROUGH THE COMMUNITY LABOR COUNCIL AND THE AFL-CIO COMMUNITY SERVICES PROGRAMS. 480109 380000 UNITED WAY REGIONAL CALL CENTER 2-1-1 PROVIDES CALLERS WITH INFORMATION ABOUT AND REFERRALS TO HUMAN SERVICES FOR EVERYDAY NEEDS AND IN TIMES OF CRISIS. UNITED WAY REGIONAL CALL CENTER 2-1-1 OFFERS BASIC HUMAN NEEDS RESOURCES, PHYSICAL/MENTAL HEALTH RESOURCES, EMPLOYMENT SUPPORT, SUPPORT FOR OLDER AMERICANS AND PERSONS WITH DISABILITIES, SUPPORT FOR CHILDREN, YOUTH, AND FAMILIES. VOLUNTEER CENTER - PROVIDES THE LARGEST LOCAL LISTING OF VOLUNTEER OPPORTUNITIES IN WASHTENAW COUNTY TO MAKE IT EASY FOR INDIVIDUALS, FAMILIES, AND GROUPS TO ENGAGE IN SERVICE TO THE COMMUNITY. DEI - DIVERSITY, EQUITY AND INCLUSION. 480109 380000 4085158 true true false false false true false false false true true false false false true true true false false false false false false false true false false true false true false false false false false false false true true false false false false false false false false true 5 0 true 18 true false false false false false false false false false false false false X 21 21 false false false false false false false true true false false true true true true true true true true false MI X X VALERIE KENNINGS 7346777212 2305 PLATT RD ANN ARBOR MI 48104 PAMELA SMITH CEO/PRESIDEN 50.00 X 145921 0 5444 VALERIE KENNINGS CFO 50.00 X 97134 0 22798 JUSTIN BAGDADY DIRECTOR 0.50 X 0 0 0 ERIK BAKKER DIRECTOR 1.00 X 0 0 0 RICH CHANG DIRECTOR 1.00 X 0 0 0 STEVE DAY DIR. (EFFEC. 1.00 X 0 0 0 HJ DECKER DIR. (EFFEC. 1.00 X 0 0 0 TONY DENTON DIR. THRU 3/ 0.50 X 0 0 0 GREG DILL BOARD CHAIR 1.00 X X 0 0 0 MARJORIE DIXON DIRECTOR 1.00 X 0 0 0 GILBERT EBERLY DIR. (EFFEC. 0.50 X 0 0 0 CINDY ELLIOTT DIRECTOR 0.50 X 0 0 0 CECILIA FILETI DIR. THRU 3/ 0.50 X 0 0 0 DERRICK JACKSON DIRECTOR 0.50 X 0 0 0 DARRYL JOHNSON DIR. (EFFEC. 0.50 X 0 0 0 DIANE KELLER SEC. (EFFEC. 1.00 X X 0 0 0 JEFF KENNEDY BOARD TREASU 4.00 X X 0 0 0 NICOLE KONTYKO DIRECTOR 1.00 X 0 0 0 LINDA KOOS DIRECTOR 1.00 X 0 0 0 GLORIA LLAMAS DIRECTOR 1.00 X 0 0 0 MEGAN MAZUREK SEC. THRU 3/ 1.00 X X 0 0 0 YODIT MESFIN-JOHNSON DIRECTOR 1.00 X 0 0 0 MIA MILTON DIRECTOR 1.00 X 0 0 0 REV WILLIE POWELL DIR. (EFFEC. 0.50 X 0 0 0 MICHAEL REIN DIRECTOR 0.50 X 0 0 0 CRISTI TOBELMANN DIR. (EFFEC. 0.50 X 0 0 0 BRANDON TUCKER BOARD VICE-C 1.00 X X 0 0 0 243055 28242 1 false true false 232961 35642 4201130 296386 4469733 SERVICE FEES 561000 41846 41846 41846 40516 40516 571837 403945 167892 167892 167892 40466 35642 23690 16776 16776 4000 5435 -1435 -1435 MISCELLANEOUS INCOME 900099 284 284 284 4735612 42130 223749 3395086 3395086 280818 95674 86985 98159 513490 174943 159055 179492 83784 28544 25954 29286 58603 19966 18152 20485 21800 9268 4084 8448 81064 34463 15187 31414 32509 20858 4048 7603 42675 24508 6675 11492 71747 46033 8935 16779 51345 20791 12150 18404 24585 15774 3062 5749 485 311 60 114 69193 29416 12963 26814 73320 29689 17350 26281 14641 5928 3465 5248 OTHER PROGRAM EXPENSES 182527 117111 22730 42686 BANK CHARGES 16167 10372 2012 3783 MISCELLANEOUS SUPPLIES 10011 6423 1247 2341 5023850 4085158 404114 534578 268651 509869 3633500 3882980 1049203 972233 38104 194763 2258567 1069618 1257800 1188949 2653077 2114907 137334 122868 9037669 8986569 54981 23399 625000 1397500 83083 14650 8734 275602 336490 970233 1849206 X 4440272 4083375 3627164 3053988 8067436 7137363 9037669 8986569 X -288238 -589227 -52608 X false true X true false X 5924902 5421089 6905822 4825969 4469733 27547515 5924902 5421089 6905822 4825969 4469733 27547515 2942423 24605092 66814 74890 69219 37550 40516 288989 35956 98431 104633 22102 44466 305588 28142092 268246 0.87430 0.85160 X PART II, LINE 10 OTHER INCOME 305,588 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3 30000 116050 68236 true true 2848563 -364369 120950 2363244 2382979 582655 117071 2848563 2435426 75781 128228 2382979 2458441 4152 98152 125319 2435426 2397721 49 173157 112486 2458441 0.81490 0.18510 true false 81195 81195 1911940 833893 1078047 232105 202398 29707 33327 33327 1188949 DESIGNATIONS PAYABLE 336490 336490 X 3107258 -589227 59234 -52608 -582601 3689859 1045753 1045753 4735612 4037331 59234 24823 84057 3953274 1070576 1070576 5023850 SCHEDULE D, PAGE 2, PART V, LINE 4 UNLESS THE ENDOWMENT FUNDS ARE RESTRICTED BY THE DONOR, THE FUNDS ARE KEPT BY UWWC WITH THE BOARD APPROVED AMOUNT TAKEN FROM THE ENDOWMENT EACH YEAR TO REDUCE THE AMOUNT OF MONEY TAKEN FROM THE CAMPAIGN FUNDS FOR OPERATIONS OF UWWC. THE POLICY IS NOW 5% OF THE LAST 5 QUARTERS OF THE ENDOWMENT FUND IS DEDUCTED AND USED FOR OPERATIONS. SCHEDULE D, PAGE 3, PART X THE ORGANIZATION HAS EVALUATED ITS INCOME TAX FILING POSITIONS FOR FISCAL YEARS 2019 THROUGH 2022, THE YEARS WHICH REMAIN SUBJECT TO EXAMINATION AS OF JUNE 30, 2022. THE ORGANIZATION CONCLUDED THAT THERE ARE NO SIGNIFICANT UNCERTAIN TAX POSITIONS REQUIRING RECOGNITION IN THE ORGANIZATION'S FINANCIAL STATEMENTS. THE ORGANIZATION DOES NOT EXPECT THE TOTAL AMOUNT OF UNRECOGNIZED TAX BENEFITS (UTB) (E.G., TAX DEDUCTIONS, EXCLUSIONS, OR CREDITS CLAIMED OR EXPECTED TO BE CLAIMED) TO SIGNIFICANTLY CHANGE IN THE NEXT 12 MONTHS. THE ORGANIZATION DOES NOT HAVE ANY AMOUNTS ACCRUED FOR INTEREST AND PENALTIES RELATED TO UTBS AS OF JUNE 30, 2022 OR 2021, AND IS NOT AWARE OF ANY CLAIMS FOR SUCH AMOUNTS BY FEDERAL OR STATE INCOME TAX AUTHORITIES. SCHEDULE D, PAGE 4, PART XI, LINE 2D UNCOLLECTABLE PLEDGES -52,608 SCHEDULE D, PAGE 4, PART XI, LINE 4B DONOR DESIGNATIONS 1,070,576 SCHEDULE G EXPENSE -24,823 SCHEDULE D, PAGE 4, PART XII, LINE 2D SCHEDULE G EXPENSES 24,823 SCHEDULE D, PAGE 4, PART XII, LINE 4B DONOR DESIGNATIONS 1,070,576 WOMEN UNITED 53987 33542 20445 7535 4721 LABOR GOLF 14467 2100 12367 7335 68454 35642 32812 7535 12056 19591 13221 true SEE ATTACHED SEE AT 2195563 SEE ATTACHED 79 SCHEDULE I, PAGE 1, PART I, LINE 2 REVIEW OF ANNUAL OUTCOMES REPORT, REVIEW FINANCIALS EVERY 6 MONTHS, ANNUAL REVIEW OF AUDIT, MANAGEMENT LETTER AND FOLLOW UP TO RECOMMENDATIONS, REVIEW OF GRANTEE GOVERNING POLICIES INCLUDING VERIFICATION OF WHISTLEBLOWER AND DOCUMENT RETENTION AND DESTRUCTION. COMMITTEE LEVEL REVIEW OF FINAL REPORT KEY FINDINGS/CONCERNS, REPORTING OF KEY FINDING TO BOARD OF DIRECTORS ANNUALLY. X X X X false false false false false false false false false PAMELA SMITH CEO/PRESIDENT 145921 5444 151365 YODIT MESFIN-JOHNON BOARD 194770 GRANT/IT VENDOR false GREG DILL BOARD 46000 GRANT false PASTOR WILLIE POWELL BOARD 59000 GRANT false DARYL JOHNSON BOARD 75500 GRANT false X 16 296386 MARKET VALUE false true true SCHEDULE M, PAGE 1, PART I, LINE 32B UWWC USES OLD NATIONAL BANK WEALTH MANAGEMENT TO RECEIVE, VALUE AND SELL STOCK. FORM 990, PAGE 2, PART III, LINE 2 DIVERSITY, EQUITY AND INCLUSION: UWWC AIMS TO EDUCATE, PROMOTE AND ADVOCATE FOR AN EQUITABLE COMMUNITY BY PLACING A LENS OF RACE, POVERTY AND TRAUMA OVER ALL OTHER WORK THE ORGANIZATION UNDERTAKES. UWWC HOLDS COMMUNITY CONVERSATIONS AND BI-ANNUALLY CURATES AND HOSTS AN EQUITY CHALLENGE, THE WORK OF WHICH HAS BEEN REPLICATED AND ACKNOWLEDGE ON A NATIONAL BASIS. THIS PROGRAM SERVICE HAS BEEN INCLUDED IN 4D BELOW. FORM 990, PAGE 2, PART III, LINE 4B FINANCIAL STABILITY: MANAGE A NATIONAL TAX PROGRAM, VITA (VOLUNTEER INCOME TAX ASSISTANCE) UNDER IRS GUIDANCE TO PROVIDE FREE TAX PREPARATION FOR TAXPAYERS MAKING 54,000 OR LESS. TRAIN AND CERTIFY VOLUNTEERS TO COMPLY WITH TAX REGULATIONS AND ETHICS WHO WILL WORK ONE-ON-ONE WITH ELIGIBLE TAXPAYERS TO PROVIDE TAX PREPARATION AND FILING SERVICES FOR BOTH FEDERAL AND STATE RETURNS. SPECIAL FOCUS IS ON HELPING TAXPAYERS OBTAIN REFUNDABLE CREDITS SUCH AS THE EITC AND STATE OF MICHIGAN HOME HEATING AND PROPERTY TAX CREDITS. THE VITA PROGRAM WAS SERIOUSLY CURTAILED DURING THE TAX YEAR DUE TO COVID RESTRICTIONS. 100% OF THE TAX PREP PROGRAM WAS CONDUCTED IN A VIRTUAL ENVIRONMENT. TOTAL NUMBER OF FEDERAL RETURNS PREPARED WAS 559 WITH THE HELP OF A POOL OF 35 FULLY CERTIFIED AND EXPERIENCED VOLUNTEERS. FINANCIAL COACHING PROVIDES FREE ONE-ON-ONE SUPPORT THAT BUILDS AND SUSTAINS FOUNDATION LEVEL ASSET BUILDING FOR INDIVIDUALS AND FAMILIES WHILE CONNECTING THEM TO OTHER HUMAN AND FINANCIAL SERVICE OFFERINGS. THE ONLY REQUIREMENT FOR RECEIPT OF SERVICES IS A DESIRE TO BECOME MORE FINANCIALLY STABLE. AS WITH THE VITA TAX PROGRAM, THE FINANCIAL COACHING PROGRAM WAS SIGNIFICANTLY IMPACTED BY COVID RESTRICTIONS. FORM 990, PAGE 2, PART III, LINE 4D UNITED WAY REGIONAL CALL CENTER 2-1-1 PROVIDES CALLERS WITH INFORMATION ABOUT AND REFERRALS TO HUMAN SERVICES FOR EVERYDAY NEEDS AND IN TIMES OF CRISIS. UNITED WAY REGIONAL CALL CENTER 2-1-1 OFFERS BASIC HUMAN NEEDS RESOURCES, PHYSICAL/MENTAL HEALTH RESOURCES, EMPLOYMENT SUPPORT, SUPPORT FOR OLDER AMERICANS AND PERSONS WITH DISABILITIES, SUPPORT FOR CHILDREN, YOUTH, AND FAMILIES. VOLUNTEER CENTER - PROVIDES THE LARGEST LOCAL LISTING OF VOLUNTEER OPPORTUNITIES IN WASHTENAW COUNTY TO MAKE IT EASY FOR INDIVIDUALS, FAMILIES, AND GROUPS TO ENGAGE IN SERVICE TO THE COMMUNITY. DEI - DIVERSITY, EQUITY AND INCLUSION. FORM 990, PAGE 6, PART VI, LINE 11B THE AUDIT COMMITTEE AND BOARD OF DIRECTORS REVIEW AND APPROVE THE AUDITED FINANCIALS FROM WHICH THE FORM 990 FINANCIAL INFORMATION IS PREPARED. THE FINANCE COMMITTEE AND BOARD OF DIRECTORS REVIEW AND APPROVE THE FORM 990 PRIOR TO FILING. FORM 990, PAGE 6, PART VI, LINE 12C ANNUALLY, STAFF AND BOARD OF DIRECTORS ARE DISTRIBUTED THE CONFLICT OF INTEREST POLICY AND ASKED TO DISCLOSE ANY SUCH INTEREST. IF THERE IS A CONFLICT OF INTEREST, THE BOARD MEMBER IS EXCUSED FROM VOTING. FORM 990, PAGE 6, PART VI, LINE 15A REVIEW AND APPROVAL OF THE CEO'S COMPENSATION IS CONDUCTED ANNUALLY BY THE BOARD OF DIRECTORS USING COMPENSATION STUDIES FOR LIKE POSITIONS. FORM 990, PAGE 6, PART VI, LINE 15B REVIEW AND APPROVAL OF THE CFO AND OTHER KEY EMPLOYEES' COMPENSATION IS CONDUCTED ANNUALLY DURING THE BUDGET PROCESS BY THE FINANCE COMMITTEE AND APPROVED BY THE BOARD OF DIRECTORS. COMPENSATION IS SET WITH A COMPARISON OF COMPARABLE JOBS USING THE UWW AND MNA BI-ANNUAL SALARY SURVEYS IN CONJUNCTION WITH AVAILABLE BUDGET DOLLARS. FORM 990, PAGE 6, PART VI, LINE 19 ALL GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9 UNCOLLECTIBLE PLEDGES -52,608