UNITED WAY OF SOUTH CENTRAL MI

Financials

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 March 31, 2025, highest compensation first.

Address and contacts

Address (IRS master file)

709 S WESTNEDGE AVE, KALAMAZOO, MI 49007-6003

In care of

% CHRISTIPHER SARGENT

Principal officer (990 for 2024)

CHRISTIPHER SARGENT, 709 S WESTNEDGE AVE, KALAMAZOO, MI 49007

Signed the 990

CHRISTIPHER SARGENT, PRESIDENT & CEO

Phone

(269) 343-2524

Website

WWW.UNITEDFORSCMI.ORG

Return prepared by

REHMANN ROBSON LLC

Mission

WE BRING TOGETHER THE PEOPLE, IDEAS AND RESOURCES TO LEAD WITH OUR COMMUNITIES AND CREATE A FLOURISHING, EQUITABLE LIFE FOR EVERYONE.

Program accomplishments

• PROGRAM INVESTMENTS: UNITED WAY SCMI (UWSCMI) AND ITS DEDICATED STAFF ADVANCE THE COMMON GOOD BY OPTIMIZING OPPORTUNITIES FOR SYSTEMS CHANGE AND IMPROVEMENT THAT ADDRESS DISPARITIES. AREAS OF FOCUS FOR INVESTMENT INCLUDE, BUT AREN'T LIMITED TO, FINANCIAL STABILITY, EDUCATION, HEALTH, AND BASIC NEEDS. COMMUNITY INVESTMENTS IN LAST FISCAL YEAR: BATTLE CREEK/KALAMAZOO -- $2,780,430 INVESTED IN 60 PROGRAMS THROUGH 59 AGENCY PARTNERS. CAPITAL AREA -- $245,000 INVESTED IN 18 PROGRAMS THROUGH 18 AGENCY PARTNERS AND 3 COLLABORATIVES. JACKSON COUNTY -- $300,000 INVESTED IN 19 PROGRAMS AT 17 AGENCIES.
  Expenses $3,304,223 · grants $3,304,223
• COMMUNITY IMPACT & INITIATIVES: UWSCMI DRIVES SYSTEMS CHANGE AND IMPROVEMENT THROUGH DIVERSE COMMUNITY PARTNERSHIPS, ASSESSMENT, ADVOCACY, VOLUNTEERISM, AND COLLABORATION TO UNDERSTAND AND ADDRESS COMMUNITY NEEDS COLLECTIVELY AND STRATEGICALLY VIA PROGRAM PARTNERSHIPS, UWSCMI-DRIVEN INITIATIVES AND MEASURABLE OUTCOMES. EXAMPLES OF IMPACT & INITIATIVES IN LAST FISCAL YEAR:PROGRAM ASSISTANCE CENTER -- A MICHIGAN ENERGY ASSISTANCE PROGRAM PROVIDING HOUSEHOLDS WITH DIRECT ENERGY ASSISTANCE TO PAY HEAT AND ELECTRIC BILLS. PARTICIPANTS COMPLETE A NEEDS ASSESSMENT SO THEY ARE CONNECTED WITH NON-ENERGY ASSISTANCE SERVICES THEY NEED. 5,491 HOUSEHOLDS RECEIVED ENERGY SECURITY/SELF-SUFFICIENCY PROGRAMMING OR REFERRALS. 3,990 HOUSEHOLDS WERE SERVED USING STATE FUNDING AND FUNDING FROM CONSUMERS ENERGY.VOLUNTEER INCOME TAX ASSISTANCE (VITA) -- VOLUNTARY INCOME TAX ASSISTANCE (VITA) IS ONE OF UWSCMI'S CORE PROGRAMS, PROVIDING FREE TAX PREPARATION SERVICES FOR HOUSEHOLDS EARNING BELOW $69,000. THE VITA PROGRAM OPERATES IN FIVE COUNTIES IN MICHIGAN: CLINTON, EATON, INGHAM, KALAMAZOO, AND SHIAWASSEE. IN THE 2025 TAX SEASON, UWSCMI'S VITA PROGRAM SERVED 5,400 HOUSEHOLDS, WHO COLLECTIVELY RECEIVED MORE THAN $7.4 MILLION IN FEDERAL, STATE, AND HOME HEATING CREDIT REFUNDS INCLUDING OVER $1.5 MILLION IN EARNED INCOME TAX CREDITS (EITC). ADDITIONALLY, THROUGH THE FREE SERVICE PARTICIPANTS COLLECTIVELY SAVED MORE THAN $1.6 MILLION IN COSTLY TAX PREPARATION FEES. KALAMAZOO COUNTY CONTINUUM OF CARE -- INCREASED COORDINATION AND FIND SOLUTIONS TO THE GAPS, INEQUITIES, AND CHALLENGES TO REDUCING HOMELESSNESS. IN 2025, THE COC ADMINISTERED FEDERAL FUNDING AND STATE FUNDING TO PREVENT AND ADDRESS HOMELESSNESS; PROVIDED MINI-GRANTS TO LOCAL NON-PROFITS SERVING THE UNHOUSED; AND REDESIGNED THE RENTABLE PROGRAM TO BETTER SUPPORT ALICE HOUSEHOLDS IN SECURING OR RETAINING THEIR HOUSING.JOBSTAR -- A RESOURCE FOR EMPLOYERS TO HELP THEIR EMPLOYEES OVERCOME OBSTACLES THAT MAY IMPEDE THEIR ABILITY TO WORK. 2025 HIGHLIGHT: REFERRALS PROVIDED: 1,652 REFERRALS PROVIDING 877 EMPLOYEES ACROSS MORE THAN 20 BUSINESS. TWO HIGHLIGHTS INCLUDED IMPLEMENTING THE FIRST YEAR OF JOBSTAR'S MULTI-YEAR WORKPLAN AND WRAPPING UP THE FEDERAL EARMARK THAT ALLOWED 10 NONPROFITS TO PARTICIPATE IN A YEAR OF PROGRAMMING. CAPITAL AREA COLLEGE ACCESS NETWORK (CAPCAN) -- A COMMUNITY COLLABORATIVE FOCUSED ON INCREASING POST-SECONDARY ATTAINMENT AS AN ACHIEVABLE REALITY FOR ALL RESIDENTS BY FOSTERING HIGH EDUCATIONAL ASPIRATIONS THROUGH THE ALIGNMENT OF OUR INSTITUTIONS AND RESOURCES. 2025 HIGHLIGHT: CAPCAN STAFF LAUNCHED THE COLLEGE AMBASSADOR PROGRAM IN WHICH THEY TRAINED 20 RISING SENIORS TO ENGAGE WITH THEIR PEERS AT SCHOOL REGARDING THE COLLEGE PROCESS AND HELP BUILD A COLLEGE GOING CULTURE. STUDENTS SERVED: 1,900.
  Expenses $5,312,579
• DONOR DESIGNATIONS: UWSCMI ALLOWS DONORS TO DESIGNATE GIFTS TO OTHER UNITED WAYS OR OTHER QUALIFYING AGENCIES, FURTHER EXPANDING COMMUNITY IMPACT.
  Expenses $2,206,793 · grants $2,206,793
• UWSCMI ALSO CREATES 'VALUE-ADD' WITHIN THE REGIONAL COMMUNITY THROUGH ITS UNIQUE POSITION TO CONVENE, CONNECT AND ENGAGE COMMUNITY ORGANIZATIONS, INSTITUTIONS AND PEOPLE TO CREATE COLLABORATIVE OPPORTUNITIES TO ADDRESS NEEDS, LEVERAGE FUNDING FROM SOURCES OTHER THAN ANNUAL CAMPAIGN, AND LEAD COLLECTIVE/SHARED EFFORTS AROUND EDUCATION, ADVOCACY AND IMPACT.EXAMPLES IN THE PAST FISCAL YEAR INCLUDE:MERGER IN 2022 -- UNITED WAYS IN BATTLE CREEK/KALAMAZOO, CAPITAL AREA (LANSING AND SURROUNDING COUNTIES) AND JACKSON COUNTY MERGED TO CREATE UNITED WAY OF SOUTH CENTRAL MICHIGAN. THE MERGER TAPS NEW SOURCES OF FUNDING, CREATES NEW PARTNERSHIPS, ADVOCATES FOR RACIAL AND ECONOMIC EQUITY MORE EFFECTIVELY, AND TAKES A BIGGER ROLE IN LEADING THE IMPACT THAT THE INDIVIDUAL UNITED WAYS COULD NOT DO BY THEMSELVES. KEY ACCOMPLISHMENTS DURING 2022 INCLUDED NEARLY $26 MILLION IN LOCAL AND REGIONAL IMPACT, LEADING TWO 21-DAY EQUITY CHALLENGES, BUILDING NEW AND DIVERSE PARTNERSHIPS, AND EARNING AWARDS FOR IMPACT AND COMMUNICATION.DISASTER RELIEF FUND -- A REGIONAL, EVERGREEN RESPONSE FUND TO SERVE AS A VEHICLE FOR PRIVATE AND PUBLIC INVESTMENT FOR BASIC NEEDS IN THE EVENT OF A CRISIS. THIS FUND WAS CREATED TO ADDRESS THE COVID-19 PANDEMIC AND REMAINS IN PLACE FOR FUTURE CRISIS SITUATIONS.SMALL BUSINESS SUPPORTS -- A PARTNERSHIP WITH THE CITY OF KALAMAZOO TO PROVIDE GRANTS TO MICROBUSINESSES WITHIN THE CITY. PRIMARY FOCUS IS ON WOMEN-OWNED AND/OR MICROBUSINESSES UNDER BLACK, INDIGENOUS OR PEOPLE OF COLOR OWNERSHIP, AND EMPHASIS ON UNDERRREPRESENTED NEIGHBORHOODS.
  Expenses $8,423,262 · grants $8,423,262

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 March, so each return is due on the 15th day of the 5th month after that.

IRS record

EIN

38-1359193

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

March

Files

Form 990 or 990-EZ

Category (NTEE)

Philanthropy, voluntarism and grantmaking foundations (T70Z)

Assets (IRS master file)

$32,958,772

Income (IRS master file)

$23,255,845

Filing history

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 38-1359193).

Questions about UNITED WAY OF SOUTH CENTRAL MI

What is the EIN of UNITED WAY OF SOUTH CENTRAL MI?

The employer identification number (EIN) of UNITED WAY OF SOUTH CENTRAL MI is 38-1359193.

Is UNITED WAY OF SOUTH CENTRAL MI tax-exempt?

Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1945.

Are donations to UNITED WAY OF SOUTH CENTRAL MI tax-deductible?

Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).

Which annual return does UNITED WAY OF SOUTH CENTRAL MI 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 SOUTH CENTRAL MI due?

The return for tax year 2025 (the year ending March 31, 2026) is due August 17, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.

When did UNITED WAY OF SOUTH CENTRAL MI last file with the IRS?

The latest return in the IRS public files is the 990 for the year ended March 2025.

Who is the principal officer of UNITED WAY OF SOUTH CENTRAL MI?

The 990 for the year ended March 31, 2025 names CHRISTIPHER SARGENT.

Who are the officers and directors of UNITED WAY OF SOUTH CENTRAL MI?

The 990 for the year ended March 31, 2025 lists 26 people; 3 received compensation from the organization, the highest $188,361 (CHRISTIPHER SARGENT, PRESIDENT & CEO).

How much revenue does UNITED WAY OF SOUTH CENTRAL MI have?

On its 990 for the year ended March 31, 2025 it reported revenue of $23,255,845, expenses of $22,214,606 and total assets of $32,958,772 at year end.

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