Nonprofit · EIN 38-1679060
UNITED WAY OF NORTHWEST MICHIGAN
Tax-exempt · TRAVERSE CITY, MI 49684
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $7,878,707 | $8,028,496 | -$149,789 | $6,676,568 | $4,729,903 | $1,946,665 |
| June 30, 2024 | 990 | $4,432,016 | $3,880,507 | $551,509 | $6,043,728 | $4,072,811 | $1,970,917 |
| June 30, 2023 | 990 | $2,943,687 | $2,522,962 | $420,725 | $4,636,058 | $3,478,688 | $1,157,370 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $6,676,181
- of which government grants
- $5,917,472
- Program service revenue
- $821,901
- Investment income
- $11,730
- Other revenue
- $368,895
Expenses
- Grants and similar amounts paid
- $60,691
- Other salaries and wages
- $1,309,520
- Salaries, compensation and benefits (total)
- $1,515,395
- Professional fundraising fees
- $0
- Legal fees
- $7,640
- Accounting fees
- $27,213
- Occupancy
- $304,554
- Depreciation
- $129,477
- Program services (functional)
- $7,767,683
- Management and general (functional)
- $42,208
- Fundraising (functional)
- $218,605
Balance sheet and other
- Total assets, start of year
- $6,043,728
- Total assets, end of year
- $6,676,568
- Total liabilities, end of year
- $4,729,903
- Net assets, end of year
- $1,946,665
- Land, buildings and equipment
- $4,027,726
- Net assets without donor restrictions
- $1,588,863
- Net assets with donor restrictions
- $357,802
- Gross receipts
- $7,878,707
- Employees
- 30
- Volunteers
- 328
- Year formed
- 1952
- 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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SETH JOHNSON | PRESIDENT & CEO Former | 40 | $107,407 | $107,407 |
| DEON VAUGHAN JD | CHAIR Trustee or director, Officer | 4 | $0 | $0 |
| BRIAN KELSEY | VICE CHAIR Trustee or director, Officer | 4 | $0 | $0 |
| TANYA BERG | SECRETARY Trustee or director, Officer | 4 | $0 | $0 |
| JENNIFER REKASI | TREASURER Trustee or director, Officer | 4 | $0 | $0 |
| DOUG MORGENSTERN | MEMBER Trustee or director | 2 | $0 | $0 |
| LORI ANDRZEJEWSKI HALL | MEMBER Trustee or director | 2 | $0 | $0 |
| RYAN HOWELL | MEMBER Trustee or director | 2 | $0 | $0 |
| SALLY ANCEL | MEMBER Trustee or director | 2 | $0 | $0 |
| ABIGAIL ELLSWORTH | MEMBER Trustee or director | 2 | $0 | $0 |
| MIRANDA FISHER | MEMBER Trustee or director | 2 | $0 | $0 |
| ANGELA KOPRIVA | MEMBER Trustee or director | 2 | $0 | $0 |
| LAURA STEVENS | MEMBER Trustee or director | 2 | $0 | $0 |
| SUSAN TAYLOR | MEMBER Trustee or director | 2 | $0 | $0 |
| DR THOMAS WERTZ | MEMBER Trustee or director | 2 | $0 | $0 |
990 for the year ended June 30, 2024: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DEON VAUGHAN JD | PRESIDENT Trustee or director, Officer | 4 | $0 |
| PAIGE CRIM | VICE PRESIDENT-PARTIAL YEAR Trustee or director, Officer | 4 | $0 |
| TANYA BERG | SECRETARY Trustee or director, Officer | 4 | $0 |
| DOUGLAS MORGENSTERN | DIRECTOR-PARTIAL YEAR Trustee or director, Officer | 4 | $0 |
| DR SALLY ANCEL | DIRECTOR Trustee or director | 2 | $0 |
| LORI ANDRZEJEWSKI HALL | DIRECTOR Trustee or director | 2 | $0 |
| JENNIFER REKASI | TREASURER Trustee or director, Officer | 2 | $0 |
| JESSYCA STOEPKER | DIRECTOR Trustee or director | 2 | $0 |
| DR THOMAS WERTZ | DIRECTOR Trustee or director | 2 | $0 |
| RYAN HOWELL | DIRECTOR Trustee or director | 2 | $0 |
| BRIAN KELSEY | DIRECTOR Trustee or director | 2 | $0 |
| SUSAN TAYLOR | DIRECTOR - PARTIAL YEAR Trustee or director | 2 | $0 |
990 for the year ended June 30, 2023: 18 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SETH JOHNSON | EXECUTIVE DIRECTOR Officer | 40 | $88,342 | $12,558 |
| DEON VAUGHAN JD | PRESIDENT Trustee or director, Officer | 4 | $0 | $0 |
| PAIGE CRIM | VICE PRESIDENT Trustee or director, Officer | 4 | $0 | $0 |
| TANYA BERG | SECRETARY Trustee or director, Officer | 4 | $0 | $0 |
| DOUGLAS MORGENSTERN | TREASURER Trustee or director, Officer | 4 | $0 | $0 |
| DR SALLY ANCEL | DIRECTOR - PARTIAL YEAR Trustee or director | 2 | $0 | $0 |
| LORI ANDRZEJEWSKI | DIRECTOR - PARTIAL YEAR Trustee or director | 2 | $0 | $0 |
| ADAM MAAS | DIRECTOR Trustee or director | 2 | $0 | $0 |
| JENNIFER REKASI | DIRECTOR - PARTIAL YEAR Trustee or director | 2 | $0 | $0 |
| JESSYCA STOEPKER | DIRECTOR Trustee or director | 2 | $0 | $0 |
| DR THOMAS WERTZ | DIRECTOR - PARTIAL YEAR Trustee or director | 2 | $0 | $0 |
| STEVE HORNE | TREASURER - PARTIAL YEAR Trustee or director, Officer | 4 | $0 | $0 |
| KEN KAUFMAN | DIRECTOR - PARTIAL YEAR Trustee or director | 2 | $0 | $0 |
| LLOYD VANDERKWAAK | DIRECTOR - PARTIAL YEAR Trustee or director | 2 | $0 | $0 |
| NICOLE AGRUDA | PRESIDENT - PARIAL YEAR Trustee or director, Officer | 4 | $0 | $0 |
| KEVIN STEIN | DIRECTOR - PARTIAL YEAR Trustee or director | 2 | $0 | $0 |
| CAT MUNCEY | DIRECTOR - PARTIAL YEAR Trustee or director | 2 | $0 | $0 |
| YVONNE DONOHOE-MCCOOL | DIRECTOR - PARTIAL YEAR Trustee or director | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 4075 COPPER RIDGE DR, TRAVERSE CITY, MI 49684-7059
- Principal officer (990 for 2024)
- DEON VAUGHAN, 4075 COPPER RIDGE DR, TRAVERSE CITY, MI 49684
- Signed the 990
- MELISSA CARTWRIGHT, CHIEF FIN/OPS OFFICER
- Phone
- (231) 947-3200
- Website
- WWW.UNITEDWAYNWMI.ORG
- Return prepared by
- UHY ADVISORS GREAT LAKES INC
Mission
TO IMPROVE LIVES BY CONNECTING AND MOBILIZING THE CARING POWER OF COMMUNITIES IN OUR REGION TO ADVANCE THE COMMON GOOD. FURTHER, UNITED WAY HAS CONVENED AND FACILITATED COMMUNITY CONVERSATIONS ABOUT OPIOID ABUSE, TRAUMA-INFORMED CARE, AND POPULATIONS LIVING IN POVERTY AND/OR ALICE (ASSET LIMITED, INCOME CONSTRAINED, EMPLOYED) POPULATION. THESE EFFORTS HAVE MOBILIZED DOZENS OF HELPING AGENCIES AND INDIVIDUALS TO ADDRESS SOME OF THE MOST URGENT NEEDS IN OUR REGION.
Program accomplishments
- GREAT START TO QUALITY RESOURCE CENTER SUPPORTS QUALITY IMPROVEMENTS ACROSS CHILD CARE AND EARLY EDUCATION PROGRAMS AND ASSISTS FAMILIES IN FINDING CHILD CARE IN THE 10 COUNTY REGION.Expenses $144,029 · grants $10,744
- UNITED WE SMILE - A SAFTEY NET DENTAL CLINIC SERVING CHILDREN, VETERANS, PREGNANT WOMEN AND THOSE WITH DEVELOPMENT AND COGNITIVE ISSUES.Expenses $772,043 · revenue $821,901
- ADMINISTER TRISHARE, AN EMPLOYER BASED BENEFIT PROGRAM THAT SPLITS THE COST OF LICENSED CHILD CARE BETWEEN THE EMPLOYER, EMPLOYEE, AND THE STATE OF MICHIGAN. SAVED 811 FAMILIES APPROXIMATELY $4,182,771.94 IN CHILDCARE COSTS, PAID 382 PROVIDERS APPROXIMATELY $14,411,542.98 ON TIME PAYMENTS.Expenses $4,483,969
- DONOR DESIGNATIONS, SUPPORTING 32 AGENCIES IN THE NORTHWEST MICHIGANAREA. VARIOUS INITIATIVES.Expenses $2,367,642 · grants $49,947 · revenue $171,570
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 38-1679060
- 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
- 1971
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T70Z)
- Assets (IRS master file)
- $6,676,568
- Income (IRS master file)
- $7,878,707
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $7,878,707 | $8,028,496 | $6,676,568 | IRS |
| 990 | June 2024 | $4,432,016 | $3,880,507 | $6,043,728 | IRS |
| 990 | June 2023 | $2,943,687 | $2,522,962 | $4,636,058 | XML |
| 990 | June 2022 | $1,290,879 | $1,352,900 | $1,078,168 | IRS |
| 990 | June 2021 | – | – | – | 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 38-1679060).
Questions about UNITED WAY OF NORTHWEST MICHIGAN
- What is the EIN of UNITED WAY OF NORTHWEST MICHIGAN?
- The employer identification number (EIN) of UNITED WAY OF NORTHWEST MICHIGAN is 38-1679060.
- Is UNITED WAY OF NORTHWEST MICHIGAN tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1971.
- Are donations to UNITED WAY OF NORTHWEST MICHIGAN tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does UNITED WAY OF NORTHWEST 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 NORTHWEST MICHIGAN due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UNITED WAY OF NORTHWEST MICHIGAN last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of UNITED WAY OF NORTHWEST MICHIGAN?
- The 990 for the year ended June 30, 2025 names DEON VAUGHAN.
- Who are the officers and directors of UNITED WAY OF NORTHWEST MICHIGAN?
- The 990 for the year ended June 30, 2025 lists 15 people; 1 received compensation from the organization, the highest $107,407 (SETH JOHNSON, PRESIDENT & CEO).
- How much revenue does UNITED WAY OF NORTHWEST MICHIGAN have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $7,878,707, expenses of $8,028,496 and total assets of $6,676,568 at year end.
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