Nonprofit · EIN 38-1358411
UNITED WAY OF SOUTHWEST MICHIGAN
Tax-exempt · ST JOSEPH, MI 49085
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $3,489,465 | $3,863,357 | -$373,892 | $3,619,438 | $1,063,831 | $2,555,607 |
| December 31, 2024 | 990 | $3,378,513 | $4,733,654 | -$1,355,141 | $4,643,520 | $1,738,637 | $2,904,883 |
| December 31, 2023 | 990 | $4,202,935 | $5,461,986 | -$1,259,051 | $5,843,901 | $1,644,807 | $4,199,094 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $3,335,503
- Program service revenue
- $11,949
- Investment income
- $142,013
- Net gain from sales of assets
- $91,931
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $1,497,158
- Compensation of officers, directors and key employees
- $161,201
- Other salaries and wages
- $711,549
- Salaries, compensation and benefits (total)
- $1,032,874
- Professional fundraising fees
- $0
- Accounting fees
- $18,068
- Occupancy
- $45,653
- Travel
- $9,500
- Depreciation
- $32,183
- Program services (functional)
- $2,748,601
- Management and general (functional)
- $561,358
- Fundraising (functional)
- $553,398
Balance sheet and other
- Total assets, start of year
- $4,643,520
- Total assets, end of year
- $3,619,438
- Total liabilities, end of year
- $1,063,831
- Net assets, end of year
- $2,555,607
- Land, buildings and equipment
- $537,744
- Net assets without donor restrictions
- $937,271
- Net assets with donor restrictions
- $1,618,336
- Gross receipts
- $4,423,606
- Employees
- 16
- Volunteers
- 2,397
- Year formed
- 1942
- State of legal domicile
- MI
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ANNA MURPHY | PRESIDENT Officer | 50 | $151,992 | $9,209 |
| TIM SMITH | BOARD CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| GOKUL NAIR | VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| RON GRIESINGER | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| KIRSTEN HEWITT | ASSOCIATE VICE CHAIR/SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| ALEXANDRA NEWMAN | DIRECTOR Trustee or director | 2 | $0 | $0 |
| MARIA ZAVALA | DIRECTOR Trustee or director | 2 | $0 | $0 |
| NICOLE BRITTEN | DIRECTOR Trustee or director | 2 | $0 | $0 |
| SOROYA PIERRE VANARTSEN | DIRECTOR Trustee or director | 2 | $0 | $0 |
| MATTHEW MCLAUGHLIN | DIRECTOR Trustee or director | 2 | $0 | $0 |
| COLLEEN REINERT | DIRECTOR Trustee or director | 2 | $0 | $0 |
| CORY SHIMULUNAS | DIRECTOR Trustee or director | 2 | $0 | $0 |
| SUSAN DOBRICH | DIRECTOR Trustee or director | 2 | $0 | $0 |
| DYLAN BINKLEY | DIRECTOR Trustee or director | 2 | $0 | $0 |
| THADDEUS HACKWORTH | DIRECTOR Trustee or director | 2 | $0 | $0 |
3 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID RAVITCH | DIRECTOR Trustee or director | 2 | $0 |
| TINA VAUGHT | DIRECTOR Trustee or director | 2 | $0 |
| CHRIS WILLIAMS | DIRECTOR Trustee or director | 2 | $0 |
990 for the year ended December 31, 2024: 15 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ANNA MURPHY | PRESIDENT Officer | 50 | $137,004 | $9,128 |
| TIM SMITH | OFFICER, BOARD CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| RON GRIESINGER | OFFICER, TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| GOKUL NAIR | OFFICER, VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| ALEXANDRA NEWMAN | DIRECTOR Trustee or director, Officer | 2 | $0 | $0 |
| GLENN COWLES | DIRECTOR Trustee or director | 2 | $0 | $0 |
| MARIA ZAVALA | DIRECTOR Trustee or director | 2 | $0 | $0 |
| RANDY HENDRIXSON | DIRECTOR Trustee or director | 2 | $0 | $0 |
| NICOLE BRITTEN | DIRECTOR Trustee or director | 2 | $0 | $0 |
| KIRSTEN HEWITT | OFFICER, ASSOCIATE VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| SOROYA PIERRE VANARTSEN | DIRECTOR Trustee or director | 2 | $0 | $0 |
| MATTHEW MCLAUGHLIN | DIRECTOR Trustee or director | 2 | $0 | $0 |
| COLLEEN REINHART | DIRECTOR Trustee or director | 2 | $0 | $0 |
| CORY SHIMULUNAS | DIRECTOR Trustee or director | 2 | $0 | $0 |
| SUSAN DOBRICH | DIRECTOR Trustee or director | 2 | $0 | $0 |
990 for the year ended December 31, 2023: 16 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ANNA MURPHY | PRESIDENT Officer | 50 | $143,000 | $17,406 |
| RACHEL WADE | EMPLOYEE Highest-paid employee | 45 | $118,668 | $4,546 |
| ANNA UTLEY | DIRECTOR Trustee or director | 2 | $0 | $0 |
| GOKUL NAIR | OFFICER, VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| EMILY SZYMKIEWICZ | OFFICER, TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| ZACK EAST | OFFICER, BOARD CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| GLENN COWLES | DIRECTOR Trustee or director | 2 | $0 | $0 |
| BARBARA CRAIG | DIRECTOR Trustee or director | 2 | $0 | $0 |
| RANDY HENDRIXSON | DIRECTOR Trustee or director | 2 | $0 | $0 |
| NICOLE BRITTEN | DIRECTOR Trustee or director | 2 | $0 | $0 |
| KIRSTEN HEWITT | DIRECTOR Trustee or director | 2 | $0 | $0 |
| SOROYA PIERRE VANARSTEN | DIRECTOR Trustee or director | 2 | $0 | $0 |
| TIM SMITH | DIRECTOR Trustee or director | 2 | $0 | $0 |
| KOREY THOMAS | DIRECTOR Trustee or director | 2 | $0 | $0 |
| CORY SHIMULUNAS | DIRECTOR Trustee or director | 2 | $0 | $0 |
| SUSAN DOBRICH | DIRECTOR Trustee or director | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 288, ST JOSEPH, MI 49085-0288
- Principal officer (990 for 2025)
- ANNA MURPHY, 2015 LAKEVIEW AVE, ST JOSEPH, MI 49085
- Signed the 990
- ANNA MURPHY, PRESIDENT
- Phone
- (269) 982-1700
- Website
- WWW.UWSM.ORG
- Return prepared by
- KRUGGEL LAWTON & COMPANY LLC
Mission
UNITED WAY OF SOUTHWEST MICHIGAN WORKS IN BERRIEN, CASS, AND VAN BUREN COUNTIES TO CREATE A UNITED AND RESILIENT COMMUNITY WHERE EVERYONE CONTRIBUTES, BELONGS, AND THRIVES.
Program accomplishments
- UNITED WAY OF SOUTHWEST MICHIGAN PROVIDED FUNDING TO 64 PROGRAMS AT 47 ORGANIZATIONS THAT SERVE BERRIEN, CASS, AND VAN BUREN COUNTIES. UNITED WAY OF SOUTHWEST MICHIGAN IS CREATING IMPACT THROUGH INVESTMENTS IN THE AREAS OF FINANCIAL SECURITY, HEALTHY COMMUNITY, YOUTH OPPORTUNITY, AND COMMUNITY RESILIENCY. IN THE FINAL YEAR OF THE MOST RECENT FUNDING CYCLE, UNITED WAY OF SOUTHWEST MICHIGAN FUNDING HELPED AREA AGENCIES RECEIVE MORE THAN $1,200,000 IN LEVERAGED FUNDS AND IMPACTED MORE THAN 179,000 INDIVIDUALS. THE ORGANIZATION ALSO MOBILIZED 2,397 VOLUNTEERS WHO CONTRIBUTED 14,750 HOURS OF THEIR TIME; A TOTAL VALUE OF $513,152.50.Expenses $2,748,601 · grants $1,497,158 · revenue $11,949
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 38-1358411
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1945
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T70Z)
- Assets (IRS master file)
- $3,619,438
- Income (IRS master file)
- $4,423,606
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $3,489,465 | $3,863,357 | $3,619,438 | XML |
| 990 | December 2024 | $3,378,513 | $4,733,654 | $4,643,520 | XML |
| 990 | December 2023 | $4,202,935 | $5,461,986 | $5,843,901 | XML |
| 990 | December 2022 | $5,380,332 | $6,241,850 | $7,038,914 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 38-1358411).
Questions about UNITED WAY OF SOUTHWEST MICHIGAN
- What is the EIN of UNITED WAY OF SOUTHWEST MICHIGAN?
- The employer identification number (EIN) of UNITED WAY OF SOUTHWEST MICHIGAN is 38-1358411.
- Is UNITED WAY OF SOUTHWEST MICHIGAN tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1945.
- Are donations to UNITED WAY OF SOUTHWEST MICHIGAN tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does UNITED WAY OF SOUTHWEST MICHIGAN file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of UNITED WAY OF SOUTHWEST MICHIGAN due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UNITED WAY OF SOUTHWEST MICHIGAN last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of UNITED WAY OF SOUTHWEST MICHIGAN?
- The 990 for the year ended December 31, 2025 names ANNA MURPHY.
- Who are the officers and directors of UNITED WAY OF SOUTHWEST MICHIGAN?
- The 990 for the year ended December 31, 2025 lists 18 people; 1 received compensation from the organization, the highest $151,992 (ANNA MURPHY, PRESIDENT).
- How much revenue does UNITED WAY OF SOUTHWEST MICHIGAN have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $3,489,465, expenses of $3,863,357 and total assets of $3,619,438 at year end.
Other nonprofits in ST JOSEPH
- FREDERICK S UPTON FOUNDATION EIN 84-2579330 · last filed 990-PF for 2025
- BENTON HARBOR EDUCATION FOUNDATION EIN 82-3690593 · last filed 990 for 2025
- MARZKE FAMILY FOUNDATION EIN 38-3584852 · last filed 990-PF for 2025
- SOUTHWESTERN MEDICAL CLINIC FOUNDATION EIN 38-3332816 · last filed 990 for 2025
- CULTURE NEED AND HERITAGEFOUNDATION EIN 20-5152448 · last filed 990-PF for 2025
- THOMAS AND MARIA YEAGER FAMILY FOUNDATION EIN 26-1141395 · last filed 990-PF for 2025
- REGION IV AREA AGENCY ON AGING INC EIN 38-2332594 · last filed 990 for 2025
- PACE OF SOUTHWEST MICHIGAN INC EIN 45-1148618 · last filed 990 for 2025
All nonprofits in ST JOSEPH · Michigan · Philanthropy, voluntarism and grantmaking foundations