2024-08-09T13:32:16-04:00 2023-12-31 832915456 GABRIDGE & COMPANY PLC 3940 PENINSULAR DR SE STE 200 GRAND RAPIDS MI 49546 990 2023-01-01 381426895 UNITED WAY OF THE LAKESHORE UNIT 2317223134 PO BOX 207 MUSKEGON MI 494430207 CHRISTINE ROBERE PRESIDENT & CEO 2317223134 2024-05-15 true false ROBERT J KLEIN P00382876 2696513228 2024-08-05 2023 2024-08-08 14:25:15Z CHRISTINE ROBERE PO BOX 207 MUSKEGON MI 49443 2491928 false X WWW.UNITEDWAYLAKESHORE.ORG X 1918 MI UNITING TO INSPIRE CHANGE AND BUILD THRIVING COMMUNITIES. 31 31 22 3600 0 3286273 2315281 0 33180 28372 133421 105795 3452874 2449448 2227417 1308558 0 776469 947187 0 352199 546646 724395 3550532 2980140 -97658 -530692 3704368 3314381 265027 244359 3439341 3070022 OUR MISSION IS TO INSPIRE CHANGE AND BUILD THRIVING COMMUNITIES. false false 1976012 1308588 AGENCY RELATIONS, CAPACITY BUILDING AND INVESTMENTS- CONVENING AND ENGAGING THE COMMUNITY TO ASSESS THE NEEDS, BUILDING CAPACITY TO DELIVER HUMAN CARE SOLUTIONS, PROGRAM EVALUATION AND INVESTING DONOR DOLLARS IN LOCAL HUMAN SERVICES THAT MAXIMIZE THEIR USE ON PRIORITY NEEDS. COMMUNITY IMPACT AND PLANNING- INCLUDES TIME SPENT IN MEETINGS TO DISCUSS COMMUNITY PROBLEMS, SOLUTIONS, FUNDING OPPORTUNITIES, COLLABORATION WITH OTHER AGENCIES AND ORGANIZATIONS, NEEDS ASSESSMENTS, DATA COLLECTION, AND IN GENERAL, WORK THAT IS DONE TO ADVANCE THE GENERAL COMMON GOOD. 189701 PROMOTING VOLUNTEERISM- INCLUDES DAY OF CARING, VOLUNTEER SERVICE, RECRUITING COMMUNITY VOLUNTEERS FOR EVENTS, COMMITTEES, PLANNING AND INVESTMENT, LABOR RELATIONS, WOMEN'S LEADERSHIP NETWORK, YOUNG LEADERS, YOUTH AS LEADERS, MINORITY AFFAIRS, AND DIVERSITY INITIATIVE. 133580 HUMAN SERVICE CENTER - OPERATION OF SHARED FACILITY THAT FOSTERS IMPROVED COLLABORATION AND EFFICIENCY. 2299293 true true false false false false false false false true true false false true true true true false false false false false false false true false false true false false false false false false false false false false false false false false false false false false false true 13 0 true 22 true false false false false false true false false false false false false false false false X 31 31 false false false false true true true true true false false true true true true true true true true false MI X X X UNITED WAY OF THE LAKESHORE 2317223134 31 E CLAY AVENUE MUSKEGAN MI 49442 CHRISTINE ROBERE PRESIDENT & 50.00 X 118415 0 8645 RYAN BENNETT MEMBER 1.00 X 0 0 0 SHAWN BUCKNER MEMBER 1.00 X 0 0 0 KRIS COLLEE MEMBER 1.00 X 0 0 0 JASON FINCH MEMBER 1.00 X 0 0 0 JOHN FOSS MEMBER 1.00 X 0 0 0 POPPY HERNANDEZ MEMBER 1.00 X 0 0 0 BRAD HILLEARY MEMBER 1.00 X 0 0 0 DJ HILSON MEMBER 1.00 X 0 0 0 JOCELYN HINES MEMBER 1.00 X 0 0 0 RICH HOUTTEMAN CHAIR 1.00 X X 0 0 0 STEVE JACKSON MEMBER 1.00 X 0 0 0 SHAWNTAIN JENKINS MEMBER 1.00 X 0 0 0 PETE KLAHORST MEMBER 1.00 X 0 0 0 ERIN KUHN VICE CHAIR 1.00 X X 0 0 0 LORI LITTLE MEMBER 1.00 X 0 0 0 STACY MELLEMA TREASURER 1.00 X X 0 0 0 JILLIAN MELOCHE MEMBER 1.00 X 0 0 0 KATHY MOORE PAST CHAIR 1.00 X X 0 0 0 JASON OLTHOFF MEMBER 1.00 X 0 0 0 JACK RUSSELL MEMBER 1.00 X 0 0 0 TAMICA SAIN MEMBER 1.00 X 0 0 0 JOHN SCHAUB MEMBER 1.00 X 0 0 0 DR JOHN SELMON MEMBER 1.00 X 0 0 0 PAT SHAFER MEMBER 1.00 X 0 0 0 JIM STEFFEL MEMBER 1.00 X 0 0 0 KIM SUAREZ MEMBER 1.00 X 0 0 0 PAUL WATSON MEMBER 1.00 X 0 0 0 MATT WERKSMA MEMBER 1.00 X 0 0 0 KAY WILLIAMS MEMBER 1.00 X 0 0 0 JONATHAN WILSON MEMBER 1.00 X 0 0 0 CHRIS WREN MEMBER 1.00 X 0 0 0 118415 8645 1 false false false 166748 2148533 2315281 28372 28372 72125 72125 72125 72125 73808 42480 31328 31328 ADMIN FEES 900099 2342 2342 2342 2449448 28372 105795 1308558 1308558 118415 65128 22499 30788 636051 407550 40077 188424 135717 79865 21826 34026 57004 35447 4787 16770 114978 114978 43148 6825 14269 22054 29238 4829 20903 3506 49503 15533 26337 7633 38942 34363 4579 17443 10385 2849 4209 29483 19363 8463 1657 51271 51271 10446 868 9578 GRANT & SPECIAL EVENTS 180165 153584 4772 21809 BUILDING MAINT 71242 65349 5145 748 AFFILIATE DUES 49178 19610 19763 9805 COMMUNITY SUPPORT 13292 13292 26066 7473 7823 10770 2980140 2299293 328648 352199 683138 447248 965314 679384 9907 74552 7704 1760958 1003434 808795 757524 412214 501886 817296 853787 3704368 3314381 39288 31124 225739 33429 138749 41057 265027 244359 X 2340334 2144406 1099007 925616 3439341 3070022 3704368 3314381 X -530692 171037 -9664 X X false true X true false X 2567223 2812539 2575074 3286273 2315281 13556390 2567223 2812539 2575074 3286273 2315281 13556390 13556390 90344 217681 212010 108735 100497 729267 22226 17372 9620 2160 2342 53720 14339377 0.94540 0.91750 X PART II, LINE 10 ADMINISTRATION FEES 53,720 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1517015 7949 233725 119652 16117 1622920 1864423 675 -297791 30462 4386 15444 1517015 1659600 1800 242330 30150 9157 1864423 1516947 2315 191775 37892 13545 1659600 906404 427866 268378 75500 10201 1516947 true false 90000 90000 1235071 596429 638642 435887 407005 28882 757524 BENEFICIAL INTEREST HELD BY OTHERS 853787 853787 ACCRUED PAYROLL 39257 ACCRUED LIABILITIES- OTHER 1800 41057 X 2653301 171037 42480 213517 2439784 9664 9664 2449448 3022620 3022620 -42480 -42480 2980140 SCHEDULE D, PAGE 3, PART X THE ORGANIZATION IS A NOT-FOR-PROFIT ORGANIZATION EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM SIMILAR STATE AND LOCAL TAXES. ALTHOUGH THE ORGANIZATION WAS GRANTED INCOME TAX EXEMPTION BY THE INTERNAL REVENUE SERVICE,SUCH EXEMPTION DOES NOT APPLY TO "UNRELATED BUSINESS TAXABLE INCOME". SUCH INCOME, PURSUANT TO THE INTERNAL REVENUE CODE AND RELATED REGULATIONS, INCLUDES INVESTMENT INCOME SUCH AS INTEREST RECEIVED FROM SOURCES OTHER THAN DIRECTLY FROM THE MEMBERSHIP. THE ORGANIZATION HAS BEEN CLASSIFIED AS NOT A PRIVATE FOUNDATION. THE ORGANIZATION ANALYZES ITS INCOME TAX FILING POSITIONS IN THE FEDERAL AND STATE JURISDICTIONS WHERE IT IS REQUIRED TO FILE INCOME TAX RETURNS, AS WELL AS ALL OPEN TAX YEARS IN THESE JURISDICTIONS, TO IDENTIFY POTENTIAL UNCERTAIN TAX POSITIONS. THE ORGANIZATION HAS EVALUATED ITS INCOME TAX FILING POSITION FOR 2020 THROUGH 2023, THE YEARS WITCH REMAIN SUBJECT TO EXAMINATION AS OF DECEMBER 31, 2023. 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 TWELVE MONTHS. THE ORGANIZATION DOES NOT HAVE ANY AMOUNTS ACCRUED FOR INTEREST AND PENALTIES RELATED TO UTBS AT DECEMBER 31, 2023 OR 2022, 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 EVENT EXPENSES 42,480 SCHEDULE D, PAGE 4, PART XII, LINE 4B EVENT EXPENSES -42,480 GOLF UNITED MUS 34935 34935 1679 8960 3200 2321 WILD GAME DINNE 27832 27832 8659 12448 1 11041 11041 1500 1889 1824 73808 73808 1679 10460 13748 16593 42480 31328 true ACSET MICHIGAN WORKS 1550 LEONARD STREET NE GRAND RAPIDS MI 49505 382631431 501C3 117500 SUMMER YOUTH PROGRAM AGEWELL SERVICES 275 WEST CLAY AVE STE 100 MUSKEGON MI 49440 382033822 501C3 24276 GENERAL SUPPORT ALLEGAN COUNTY GREAT START 310 THOMAS STREET ALLEGAN MI 49010 501C3 5576 GENERAL SUPPORT AMERICAN RED CROSS 313 W WEBSTER AVE MUSKEGON MI 49440 530196605 501C3 20000 EMERGENCY COMMUNITY ARBOR CIRCLE 1115 BALL AVE NE GRAND RAPIDS MI 49505 383263853 501C3 10148 GENERAL SUPPORT BIG BROTHERS BIG SISTERS LAKESHORE PO BOX 1018 MUSKEGON MI 49443 611736056 501C3 27502 ASSIST YOUTH BOY SCOUTS GERALD FORD COUNCIL 3213 WALKER AVE NW GRAND RAPIDS MI 49544 381359240 501C3 14555 YOUTH DEVELOPMENT BOYS AND GIRLS CLUB PO BOX 1312 MUSKEGON MI 49443 611736056 501C3 22505 ASSIST YOUTH COVE REGION FOUR 906 E LUDINGTON AVE LUDINGTON MI 49431 382243550 501C3 11346 DOMESTIC VIOLENCE CALHOUN INTERMEDIATE SCHOOL DIST 17111 G DRIVE N MARSHALL MI 49068 386062816 GOV 5573 GENERAL SUPPORT CALL 211 PO BOX 1101 MUSKEGON MI 49443 383171086 501C3 65001 GENERAL SUPPORT CATHOLIC CHARITIES 1095 THIRD STREET STE 10 MUSKEGON MI 49441 382596252 501C3 35002 FAMILY SUPPORT CHILD ABUSE COUNCIL 1781 PECK STREET STE 1 MUSKEGON MI 49441 382195091 501C3 50743 PREVENTION/TREATMENT COMMUNITY ENCOMPASS 1105 TERRACE ST MUSKEGON MI 49442 383279226 501C3 39000 GENERAL SUPPORT YOUTH SOLUTIONS 330 W MAIN ST BENTON HARBOR MI 49022 821416914 501C3 50000 SUMMER YOUTH PROGRAM DISABILITY NETWORK WEST 27 E CLAY AVE MUSKEGON MI 49442 383476797 501C3 6619 GENERAL SUPPORT DOLLY PARTON IMAGINATION LIBRARY 111 DOLLYWOOD LANE PIGEON FORGE TN 37863 521348105 501C3 126516 LIBRARY BOOK MAILING EVERY WOMANS PLACE INC 1221 WEST LAKETON AVE MUSKEGON MI 49441 382072675 501C3 111347 DOMESTIC VIOLENCE GIRL SCOUNTS OF AMERICA- MI SHORE 3275 WALKER AVE GRAND RAPIDS MI 49544 381366914 501C3 8556 GENERAL SUPPORT GOODWILL INDUSTRIES 271 APPLE AVE MUSKEGON MI 49442 381357148 501C3 19576 DEVELOP PROSPERITY HEART OF W MICHIGAN UW 118 COMMERCE GRAND RAPIDS MI 49503 381360923 501C3 5375 GENERAL SUPPORT HELPING EVERY LIVING PERSON SERVICE 717 BRIDGEVIEW BAY LANE MUSKEGON MI 49441 11275 GENERAL SUPPORT HOPE NETWORK PO BOX 890 GRAND RAPIDS MI 49455 383323617 501C3 13000 MI READING PROGRAM THE HOPE PROJECT INC 1887 HOLTON RD NORTH MUSKEGON MI 49445 352270341 501C3 18000 GENERAL SUPPORT LAKESHORE REGIONAL COMMUNITY DEVELO 480 W COLUMBIA AVE MUSKEGON HTS MI 49444 832414416 501C3 8752 GENERAL SUPPORT LEGAL AID OF WESTERN MI 450 MORRIS STE 202 MUSKEGON MI 49440 382156874 501C3 58366 CIVIL LEGAL SERVICES LOVE INC 2735 APPLE AVE STE A MUSKEGON MI 49422 382450507 501C3 15000 MONEY MANAGEMENT MECOSTA-OSCEOLA ISD 15760 190TH AVE BIG RAPIDS MI 49307 381720900 GOV 11150 GENERAL SUPPORT MEDIATION AND RESTORATIVE SERVICES 27 EAST CLAY AVE MUSKEGON MI 49442 383214950 501C3 41666 DISPUTE RESOLUTION MICHIGAN WORKS WEST CENTRAL 14330 NORTHLAND DRIVE BIG RAPIDS MI 49307 382217024 501C3 12500 SUMMER YOUTH PROGRAM MISSION FOR AREA PEOPLE 2500 JEFFERSON STREET MUSKEGON HEIGHTS MI 49444 383220964 501C3 51000 GENERAL SUPPORT NEWAYGO COUNTY COMPASSION HOME 20 S STEWART AVE FREMONT MI 49412 463838415 501C3 6954 GENERAL SUPPORT NEWAYGO COUNTY PREVENTION OF CHILD 601 N EVERGREEN DR WHIRE CLOUD MI 49349 382577323 501C3 6516 GENERAL SUPPORT NEWAYGO COUNTY RESA 4747 W 48TH FREMONT MI 49412 381717623 GOV 9458 GENERAL SUPPORT ORCHARD VIEW SCHOOL 35 S SHERIDAN DR MUSKEGON MI 49441 382529687 501C3 30000 LIGHTS ON AFTER SCH OTTAWA AREA ISD 13565 PORT SHELDON ST HOLLAND MI 49424 391709520 GOV 5542 GENERAL SUPPORT PATHFINDERS 2500 JEFFERSON ST MUSKEGON MI 49444 452445595 501C3 23942 LIGHTS ON AFTER SCH READ MUSKEGON PO BOX 1312 MUSKEGON MI 49443 412176728 501C3 32551 LITERACY SUPPORT SVS SALVATION ARMY PO BOX 1116 MUSKEGON MI 49443 381359297 501C3 11440 FOOD & SHELTER STEP-UP PO BOX 1626 MUSKEGON MI 49443 320469895 501C3 8561 GENERAL SUPPORT THE ARC MUSKEGON 601 TERRACE ST STE 101 MUSKEGON MI 49440 381586705 501C3 20001 GENERAL SUPPORT TRUE NORTH COMMUNITY SERVICES 6308 S WARNER AVE FREMONT MI 49412 386158533 501C3 37949 GENERAL SUPPORT UNITED WAT OF MASON COUNTY 108 SW RATH AVE LUDINGTON MI 49431 382943115 501C3 9027 INDIVIDUAL & FAMILY VOLUNTEER FOR DENTAL 31 E CLAY AVE MUSKEGON MI 49442 831299804 501C3 12500 GENERAL SUPPORT WEST SHORE EDUCATION SERVICE 2130 US 10 LUDINGTON MI 49431 381722100 GOV 15000 GENERAL SUPPORT WHITE LAKE COMMUNITY EDUCATION 541 E SLOCUM DR WHITEHALL MI 49441 385002973 5201C3 22297 LIGHTS ON AFTER SCH YMCA MUSKEGON 1115 3RD ST MUSKEGON MI 49441 382000172 5013C 11250 GENERAL SUPPORT FORM 990, PAGE 6, PART VI, LINE 6 ALL DONORS TO UNITED WAY OF THE LAKESHORE ARE CONSIDERED MEMBERS. FORM 990, PAGE 6, PART VI, LINE 7A BOARD MEMBERS ARE ELECTED AT THE ANNUAL MEETING BY MEMBERS OF THE ORGANIZATION. FORM 990, PAGE 6, PART VI, LINE 7B CHANGES TO BOARD MEMBERS AND CHANGES TO THE BY-LAWS ARE SUBJECT TO APPROVAL BY MEMBERS. FORM 990, PAGE 6, PART VI, LINE 11B A COPY OF THE COMPLETED 990 IS E-MAILED TO ALL OF THE BOARD MEMBERS FOR REVIEW PRIOR TO FILING. FORM 990, PAGE 6, PART VI, LINE 12C IN MAY OF EACH CALENDAR YEAR, ALL BOARD MEMBERS AND KEY EMPLOYEES ARE REQUIRED TO COMPLETE A CODE OF ETHICS STATEMENT. THE STATEMENTS FOR THE BOARD MEMBERS ARE REVIEWED BY THE BOARD CHAIRMAN, AND EMPLOYEE STATEMENTS ARE REVIEWED BY THE CHIEF EXECUTIVE FOR CONFLICTS OF INTEREST. FORM 990, PAGE 6, PART VI, LINE 15A ALL COMPENSATION FOR THE ORGANIZATION'S EMPLOYEES ARE REVIEWED BY THE PERSONNEL COMMITTEE. THE CEO'S COMPENSATION IS REVIEWED AND APPROVED BY THE BOARD. FORM 990, PAGE 6, PART VI, LINE 15B COMPENSATION FOR THE KEY EMPLOYEES ARE REVIEWED AND APPROVED BY THE CEO. FORM 990, PAGE 6, PART VI, LINE 18 FORM 990 IS POSTED ELECTRONICALLY TO THE ORGANIZATION'S WEBSITE FOR PUBLIC INSPECTION. FORM 990, PAGE 6, PART VI, LINE 19 UNITED WAY CURRENTLY MAKES GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. AUDITED FINANCIAL STATEMNTS AND FORM 990 ARE MADE AVAILABLE ON ITS WEBSITE. FORM 990, PART XI, LINE 9 EVENT EXPENSES 42,480 EVENT EXPENSES -42,480 FORM 990, PAGE 12, PART XII, LINE 2C THE UNITED WAY FINANCE COMMITTEE, MADE UP OF SEVERAL MEMBERS OF THE BOARD OF DIRECTORS, ALSO SERVES AS THE AUDIT COMMITTEE AND REVIEWS THE RESULTS OF THE ANNUAL AUDIT WITH THE INDEPENDENT AUDITORS.