2025-11-17T11:27:53-06:00 2024-12-31 351307701 KRUGGEL LAWTON & COMPANY LLC 526 UPTON DRIVE ST JOSEPH MI 49085 990 2024-01-01 381358411 UNITED WAY OF SOUTHWEST MICHIGAN UNIT 2699821700 PO BOX 288 ST JOSEPH MI 49085 ANNA MURPHY PRESIDENT 2699821700 2025-11-17 1 0 BRIAN HAKE P01439155 2699830131 2025-11-17 2024 2025-03-06 01:10:19Z ANNA MURPHY 2015 LAKEVIEW AVE ST JOSEPH MI 49085 4422382 0 X WWW.UWSM.ORG X 1942 MI UNITED WAY OF SOUTHWEST MICHIGAN WORKS IN BERRIEN, CASS, AND VAN BUREN COUNTIES TO SUSTAIN A UNITED COMMUNITY WHERE EVERYONE CONTRIBUTES, BELONGS, AND THRIVES. 14 14 22 2224 0 0 3996653 3241961 160076 36664 46206 99888 0 0 4202935 3378513 2948183 2603630 0 0 1648734 1273569 0 0 475873 865069 856455 5461986 4733654 -1259051 -1355141 5843901 4643520 1644807 1738637 4199094 2904883 UNITED WAY OF SOUTHWEST MICHIGAN WORKS IN BERRIEN, CASS, AND VAN BUREN COUNTIES TO SUSTAIN A UNITED COMMUNITY WHERE EVERYONE CONTRIBUTES, BELONGS, AND THRIVES. 0 0 3561060 2603630 36664 UNITED WAY OF SOUTHWEST MICHIGAN PROVIDED FUNDING TO 74 PROGRAMS AT 48 ORGANIZATIONS THAT SERVE BERRIEN, CASS, AND VAN BUREN COUNTIES. UNITED WAY OF SOUTHWEST MICHIGAN IS CREATING IMPACT THROUGH INVESTMENTS IN THE AREAS OF EARLY EDUCATION & LITERACY, POST-SECONDARY SUCCESS, HEALTHY BODIES, HEALTHY MINDS, FINANCIAL SECURITY, EMPLOYMENT, FOOD SECURITY, AND SAFE ENVIRONMENTS. IN THE SECOND YEAR OF THE FUNDING CYCLE, UNITED WAY OF SOUTHWEST MICHIGAN FUNDING HELPED AREA AGENCIES RECEIVE OVER $2,000,000 IN LEVERAGED FUNDS AND IMPACTED OVER 143,000 INDIVIDUALS. THE ORGANIZATION ALSO MOBILIZED 2,224 VOLUNTEERS WHO CONTRIBUTED 12,882 HOURS OF THEIR TIME; A TOTAL VALUE OF $431,401. 3561060 1 1 0 0 0 0 0 0 1 0 1 1 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 9 0 1 22 1 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 MI X ANNA MURPHY 2699821700 2015 LAKEVIEW AVE ST JOSEPH MI 49085 TIM SMITH OFFICER, BOARD CHAIR 2.00 X X 0 0 0 RON GRIESINGER OFFICER, TREASURER 2.00 X X 0 0 0 GOKUL NAIR OFFICER, VICE CHAIR 2.00 X X 0 0 0 ALEXANDRA NEWMAN DIRECTOR 2.00 X X 0 0 0 GLENN COWLES DIRECTOR 2.00 X 0 0 0 MARIA ZAVALA DIRECTOR 2.00 X 0 0 0 RANDY HENDRIXSON DIRECTOR 2.00 X 0 0 0 NICOLE BRITTEN DIRECTOR 2.00 X 0 0 0 KIRSTEN HEWITT OFFICER, ASSOCIATE VICE CHAIR 2.00 X X 0 0 0 SOROYA PIERRE VANARTSEN DIRECTOR 2.00 X 0 0 0 MATTHEW MCLAUGHLIN DIRECTOR 2.00 X 0 0 0 COLLEEN REINHART DIRECTOR 2.00 X 0 0 0 CORY SHIMULUNAS DIRECTOR 2.00 X 0 0 0 SUSAN DOBRICH DIRECTOR 2.00 X 0 0 0 ANNA MURPHY PRESIDENT 50.00 X 137004 0 9128 137004 0 9128 1 0 0 0 0 3241961 3241961 GREAT START 900099 36436 36436 OTHER PROGRAM FEES 900099 228 228 36664 79504 79504 971368 92885 971146 72723 222 20162 20384 20384 3378513 36664 0 99888 2603630 2603630 146132 105304 39717 1111 927750 302530 330689 294531 118817 38024 36704 44089 80870 30485 27992 22393 11500 11500 14996 14996 152582 75452 70701 6429 69613 4102 57329 8182 6029 2193 2063 1773 55820 13228 8494 34098 47705 14679 21709 11317 9913 5714 2147 2052 266 266 62053 4680 54981 2392 34553 14091 11303 9159 SUPPLIES 388701 345022 5332 38347 DEVELOPMENT/TRAINING 2724 1926 798 0 4733654 3561060 696721 475873 542380 558988 2726730 1874081 27826 7538 62866 37515 1018113 464939 656495 553174 1612180 1376691 215424 235533 5843901 4643520 69829 75863 1460250 1537028 114728 125746 1644807 1738637 X 1252455 1022035 2946639 1882848 4199094 2904883 5843901 4643520 X -1355141 71617 -10687 X X 0 1 X 1 0 X 4901076 5003226 4788675 3996653 3241961 21931591 4901076 5003226 4788675 3996653 3241961 21931591 21931591 71871 38269 32799 46206 79504 268649 22200240 0.98790 0.98830 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 4733654 4733654 386683 96671 0 0 462093 423099 386683 1271875 1907813 4685 3854 8539 115523 105775 96671 317969 476954 4685 3854 8539 0 1 X 762184 236815 525369 255929 228124 27805 553174 FIXED INCOME MUTUAL FUNDS 1376691 F 1376691 BENEFICIAL INTEREST IN ASSETS HELD 234472 POSTAGE INVENTORY 1061 235533 DUE TO DESIGNATED AGENCIES 89815 OTHER ACCRUALS 35931 125746 X 3424447 71617 12440 84057 3340390 14996 23127 38123 3378513 4718658 0 4718658 14996 14996 4733654 PART IV, LINE 2B: THE ORGANIZATION ACTS IN AN AGENCY CAPACITY WITH ANOTHER ORGANIZATION (WHIRLPOOL CORPORATION). THE ORGANIZATION COLLECTS AND DISTRIBUTES FUNDS UNDER THE DIRECTION OF THIS OTHER ORGANIZATION. THE ORGANIZATION RECORDS THE ASSETS HELD AS CASH AND CASH EQUIVALENTS WITH AN OFFSETTING LIABILITY RECORDED. PART X, LINE 2: THE INCOME TAXES TOPIC, FASB ASC 740, CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS. ASC 740 REQUIRES AN ENTITY TO DISCLOSE THE NATURE OF UNCERTAIN TAX POSITIONS TAKEN, IF ANY, WHEN FILING ITS INCOME TAX RETURN UTILIZING A TWO-STEP PROCESS TO RECOGNIZE AND MEASURE ANY UNCERTAIN TAX POSITIONS TAKEN. THE ENTITY RECOGNIZES A TAX BENEFIT ONLY IF IT IS MORE LIKELY THAN NOT THE POSITION WOULD BE SUSTAINED IN A TAX EXAMINATION, WITH A TAX EXAMINATION BEING PRESUMED TO OCCUR. NO TAX BENEFIT WILL BE RECORDED ON TAX POSITIONS NOT MEETING THE MORE LIKELY THAN NOT TEST. INTEREST AND PENALTIES ACCRUED OR INCURRED, IF ANY, AS A RESULT OF APPLYING ASC 740 WILL BE RECORDED TO INTEREST EXPENSE AND OTHER EXPENSE, RESPECTIVELY. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN BENEFICIAL INTEREST IN COMMUNITY FOUNDATION 12,440. PART XI, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATIONS 23,127. 1 AMERICAN RED CROSS COUNTY CHAPTER 303 RIVERVIEW BENTON HARBOR MI 49022 381359183 501C3 27300 0 GENERAL SUPPORT BERRIEN COUNTY CANCER SERVICE 7301 RED ARROW HIGHWAY STEVENSVILLE MI 49127 381387101 501C3 81900 0 GENERAL SUPPORT BERRIEN COUNTY HEALTH DEPARTMENT PO BOX 706 BENTON HARBOR MI 49022 386000191 GOV 134876 0 GENERAL SUPPORT BERRIEN RESA 717 ST JOSEPH AVE BERRIEN SPRINGS MI 49103 381714920 GOV 72800 0 GENERAL SUPPORT BIG BROTHERS BIG SISTERS 10 N THIRD ST NILES MI 49120 381846835 501C3 44362 0 GENERAL SUPPORT BOYS AND GIRLS CLUB OF BENTON HARBOR 1200 EAST MAIN ST BENTON HARBOR MI 49022 383461586 501C3 127400 0 GENERAL SUPPORT CAMP FIRE RIVER BEND PO BOX 459 NOTRE DAME IN 46556 350924790 501C3 22750 0 GENERAL SUPPORT CARES 960 AGARD BENTON HARBOR MI 49023 382784545 501C3 16380 0 GENERAL SUPPORT CENTER(ED) ON WELLNESS 1850 COLFAX AVE BENTON HARBOR MI 49022 382032501 501C3 94640 0 GENERAL SUPPORT CHILDREN'S ADVOCACY CENTER OF SOUTHWEST MICHIGAN 4938 S NILES RD ST JOSEPH MI 49085 382265793 501C3 95550 0 GENERAL SUPPORT DISABILITY NETWORK OF SOUTHWEST MICHIGAN 517 E CROSSTOWN PARKWAY KALAMAZOO MI 49001 382351028 501C3 23660 0 GENERAL SUPPORT DOMESTIC AND SEXUAL ABUSE SERVICES 197 E MICHIGAN THREE RIVERS MI 49093 382590266 501C3 9100 0 GENERAL SUPPORT DOMESTIC VIOLENCE COALITION 303 E PAW PAW ST 7 PAW PAW MI 49079 382460520 501C3 22750 0 GENERAL SUPPORT EMERGENCY SHELTER SERVICES INC 645 PIPESTONE RD BENTON HARBOR MI 49022 382268351 501C3 77350 0 GENERAL SUPPORT FEEDING AMERICA WEST MI FOOD BANK 864 W RIVER CENTER DRIVE NE COMSTOCK PARK MI 49321 363673599 501C3 59150 0 GENERAL SUPPORT GIRLS ON THE RUN PO BOX 440 ST JOSEPH MI 49085 813590502 501C3 27300 0 GENERAL SUPPORT JUNIOR ACHIEVEMENT 601 NOBLE DR FORT WAYNE IN 46825 350922731 501C3 18200 0 GENERAL SUPPORT KINEXUS 499 W MAIN ST BENTON HARBOR MI 49022 383287818 501C3 159250 0 GENERAL SUPPORT LAKE MICHIGAN COLLEGE 2755 E NAPIER AVE BENTON HARBOR MI 49022 382714753 501C3 68250 0 GENERAL SUPPORT LEGAL AID OF WESTERN MICHIGAN 901 PORT ST ST JOSEPH MI 49085 382156874 501C3 27300 0 GENERAL SUPPORT LOGAN COMMUNITY RESOURCES 2505 E JEFFERSON BOULEVARD SOUTH BEND IN 46615 350965639 501C3 91000 0 GENERAL SUPPORT OCCDA PO BOX 1146 BENTON HARBOR MI 49022 271050319 501C3 45500 0 GENERAL SUPPORT OUTCENTER OF SOUTHWEST MICHIGAN 132 WATER STREET BENTON HARBOR MI 49022 800341856 501C3 31850 0 GENERAL SUPPORT REGION IV AREA AGENCY ON AGING INC 2900 LAKEVIEW AVE ST JOSEPH MI 49085 382332594 501C3 215670 0 GENERAL SUPPORT SALVATION ARMY - BENTON HARBOR 233 MICHIGAN BENTON HARBOR MI 49022 381359297 501C3 118300 0 GENERAL SUPPORT SALVATION ARMY - NILES 424 15TH ST NILES MI 49120 381359297 501C3 68250 0 GENERAL SUPPORT SENIOR NUTRITION SERVICES REGION IV INC 1708 COLFAX BENTON HARBOR MI 49022 382766803 501C3 50050 0 GENERAL SUPPORT SENIOR SERVICES OF VAN BUREN COUNTY 600 E MICHIGAN AVE PAW PAW MI 49079 383200638 501C3 13650 0 GENERAL SUPPORT SOUTHWEST MICHIGAN COMMUNITY ACTION AGENCY 185 E MAIN ST STE 303 BENTON HARBOR MI 49022 382415106 501C3 31850 0 GENERAL SUPPORT SOUTHWESTERN MICHIGAN COLLEGE 58900 CHERRY GROVE RD DOWAGIAC MI 49047 381943374 501C3 25480 0 GENERAL SUPPORT THE AVENUE FAMILY NETWORK 2450 SOUTH M-139 BENTON HARBOR MI 49022 382592238 501C3 96460 0 GENERAL SUPPORT UNITED CHRISTIAN SERVICES OF EASTERN VAN BUREN COUNTY 600 E MICHIGAN AVE PAW PAW MI 49079 822904639 501C3 27300 0 GENERAL SUPPORT VAN BURENCASS DISTRICT HEALTH DEPARTMENT 57418 CR 681 HARTFORD MI 49057 382715388 GOV 45500 0 GENERAL SUPPORT WELL OF GRACE 5707 RED ARROW HWY STEVENSVILLE MI 49127 201716641 501C3 13650 0 GENERAL SUPPORT WOODLANDS 960 M-60 EAST CASSOPOLIS MI 49031 382470901 501C3 22750 0 GENERAL SUPPORT YMCA OF SOUTHWEST MICHIGAN 905 N FRONT ST NILES MI 49120 381358236 501C3 118300 0 GENERAL SUPPORT YOUTH SOLUTIONS 330 WEST MAIN BENTON HARBOR MI 49022 821416934 501C3 75530 0 GENERAL SUPPORT BENTON HARBOR COMMUNITY DEVELOPMENT CORPORATION 273 MORTON AVE APT 2 BENTON HARBOR MI 49022 853784631 501C3 82355 0 GENERAL SUPPORT COURT APPOINTED SPECIAL ADVOCATES OF SW MI PO BOX 1146 BENTON HARBOR MI 49023 833301571 501C3 36400 0 GENERAL SUPPORT HERITAGE SOUTHWEST ISD 61682 DAILEY RD CASSOPOLIS MI 49031 381717760 501C3 40950 0 GENERAL SUPPORT MICHIANA FAMILY CENTER 69244 SUNDANCE DR PROVINCE MI 49112 843611389 501C3 9100 0 GENERAL SUPPORT NEIGHBOR BY NEIGHBOR 16170 RED ARROW HWY STE C7 UNION PIER MI 49129 863461874 501C3 22750 0 GENERAL SUPPORT NEW HEIGHTS CHRISTIAN COMMUNITY DEVELOPMENT ASSOCIATION 4367 S NILES RD ST JOSEPH MI 49085 815017908 501C3 18200 0 GENERAL SUPPORT SAFE HARBOR CHILDRENS ADVOCACY CENTER 402 TROWBRIDGE ST ALLEGAN MI 49010 382748322 501C3 27300 0 GENERAL SUPPORT CENTER FOR GROWTH AND INDEPENDENCE 1440 E EMPIRE AVE BENTON HARBOR MI 49022 382025227 501C3 45500 0 GENERAL SUPPORT VAN BUREN COMMUNITY MENTAL HEALTH AUTHORITY 801 HAZEN ST C PAW PAW MI 49079 381917556 501C3 6067 0 GENERAL SUPPORT WE CARE COMMUNITY RESOURCE CENTER 1301 M-43 SUITE 2B SOUTH HAVEN MI 49090 382463936 501C3 13650 0 GENERAL SUPPORT FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S 990 IS PREPARED BY THEIR INDEPENDENT ACCOUNTANTS. BOTH A DRAFT AND/OR "PDF" VERSION OF THE RETURN IS PROVIDED TO THE ORGANIZATION'S PRESIDENT AND EXECUTIVE COMMITTEE FOR REVIEW. THIS COMMITTEE ACTS ON BEHALF OF THE GOVERNING BOARD AND GIVES FINAL APPROVAL FOR THE FILING OF THE 990 BY EITHER MAIL OR ELECTRONICALLY. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, ALL OFFICERS, DIRECTORS, TRUSTEES, AND KEY EMPLOYEES ARE REQUIRED TO COMPLETE THE "CONFLICT OF INTEREST QUESTIONNAIRE AND THEY ARE REVIEWED BY THE GOVERNING BOARD AND EXECUTIVE DIRECTOR. ANY FOLLOW-UP IS DONE ON A CASE BY CASE BASIS. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATIONS PROCESS FOR DETERMINING COMPENSATION INCLUDES THE FOLLOWING ELEMENTS 1.) REVIEW AND APPROVAL BY THE EXECUTIVE COMMITTEE; 2.) USE OF DATA AS TO COMPARABLE COMPENSATION; AND 3.)CONTEMPORANEOUS DOCUMENTATION AND RECORDKEEPING. THE EXECUTIVE COMMITTEE HAS THE RESPONSIBILITY FOR SETTING COMPENSATION WITHIN THE PRESCRIBED GUIDELINES FOR THE PRESIDENT/CEO. THE PRESIDENT/CEO HAS THE RESPONSIBILITY TO DETERMINE STAFF COMPENSATION WITHIN THE PRESCRIBED GUIDELINES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAINTAINS COPIES OF ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AT ITS OFFICES. THE ORGANIZATION MAKES THESE DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: OTHER CHANGE IN BENEFICIAL INTEREST IN COMMUNITY FOUNDATION 12,440. DONOR DESIGNATED CONTRIBUTIONS -23,127. FORM 990, PART XII, LINE 2C NO CHANGE FROM PRIOR YEAR.