2026-08-06T10:39:35-04:00 2025-12-31 832915456 GABRIDGE & COMPANY PLC 3940 PENINSULAR DR SE STE 200 GRAND RAPIDS MI 49546 990 2025-01-01 381426895 UNITED WAY OF THE LAKESHORE UNIT 2317223134 PO BOX 207 MUSKEGON MI 494430207 LISA TYLER PRESIDENT & CEO 2317223134 2026-08-05 true ROBERT J KLEIN P00382876 2696513228 2026-08-05 2025 2025-03-06 01:10:19Z LISA TYLER 2469100 false X WWW.UNITEDWAYLAKESHORE.ORG X 1918 MI UNITING TO INSPIRE CHANGE AND BUILD THRIVING COMMUNITIES. 27 27 15 1598 0 3153424 1835968 0 96263 368889 199102 191477 3448789 2396334 1240147 983030 0 959279 853952 0 231614 1498596 435369 3698022 2272351 -249233 123983 3476811 3271227 470696 252739 3006115 3018488 OUR MISSION IS TO INSPIRE CHANGE AND BUILD THRIVING COMMUNITIES. false false 1808837 981227 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. 69644 1803 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. 1878481 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 true false false false false false false false false false false false false false false false false false true 14 0 true 15 true false false false false false false false false false false false false false false X 27 27 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 MUSKEGON MI 49442 CHRISTINE ROBERE PAST PRESI 40.00 X 69652 0 0 LISA TYLER PRESIDENT & 40.00 X 51122 0 0 RYAN BENNETT SECRETARY X X 0 0 0 SHAWN BUCKNER TREASURER X X 0 0 0 LOUIS DELEGUARADIA MEMBER X 0 0 0 JASON FINCH MEMBER X 0 0 0 JOHN FOSS MEMBER X 0 0 0 POPPY HERNANDEZ MEMBER X 0 0 0 BRAD HILLEARY CHAIR X X 0 0 0 DJ HILSON MEMBER X 0 0 0 JOCELYN HINES MEMBER X 0 0 0 RICH HOUTTERMAN MEMBER X 0 0 0 SHAWNTAIN JENKINS MEMBER X 0 0 0 PETE KLAHORST MEMBER X 0 0 0 ERIN KUHN EXEC DIRECTO X X 0 0 0 RANDY LINDQUIST MEMBER X 0 0 0 STACY MELLEMA MEMBER X 0 0 0 JILLIAN MELOCHE MEMBER X 0 0 0 KATHY MOORE MEMBER X 0 0 0 LORI O'BRIEN MEMBER X 0 0 0 JASON OLTHOFF MEMBER X 0 0 0 JACK RUSSELL MEMBER X 0 0 0 TAMICA SAVAGE MEMBER X 0 0 0 DR JOHN SELMON MEMBER X 0 0 0 KIM SUAREZ VICE CHAIR X X 0 0 0 SUZANNE TANIS MEMBER X 0 0 0 MATT WERKSMA MEMBER X 0 0 0 KAY WILLIAMS MEMBER X 0 0 0 JONATHAN WILSON MEMBER X 0 0 0 120774 true false false 509040 1326928 4487 1835968 368889 368889 75202 75202 75202 75202 165441 72766 92675 92675 ADMIN FEES 900099 23600 23600 23600 2396334 560366 983030 983030 120774 89372 9662 21740 573062 417790 48260 107012 24646 16185 2428 6033 81396 54107 8118 19171 54074 35511 5328 13235 1291 129 1136 26 15400 1517 13636 247 98191 70009 4842 23340 12067 6159 240 5668 16003 8502 5975 1526 41444 26032 8766 6646 80778 66773 4862 9143 10 10 232 232 19305 11791 3069 4445 50547 41172 2543 6832 AFFILIATE DUES 41858 7056 33631 1171 GRANT INITITIVE & SPECIAL 25401 25401 COMMUNITY SUPPORT 10185 8689 1496 BANK & CREDIT CARD FEES 8303 5432 2871 14354 9256 2832 2266 2272351 1878481 162256 231614 504550 413830 528985 388965 327741 188285 30604 1767160 1115171 696337 651989 512757 576115 906441 1021439 3476811 3271227 68235 48448 138231 76498 212957 104134 51273 23659 470696 252739 X 2004394 2247872 1001721 770616 3006115 3018488 3476811 3271227 X 123983 -97386 -14224 X false true X true false X 2575074 3286273 2315281 3153424 1835968 13166020 2575074 3286273 2315281 3153424 1835968 13166020 120900 13045120 212010 108735 100497 167298 444091 1032631 9620 2160 2342 41618 23600 79340 14277991 37010 0.91370 0.94150 X PART II, LINE 10 ADMINISTRATION FEES 55,740 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1257450 511 215488 46200 3199 12006 1412044 1622920 375 -307888 46085 11872 1257450 1517015 7949 233725 119652 16117 1622920 1864423 675 -297791 30462 4386 15444 1517015 1659600 1800 242330 30150 9157 1864423 true false 90000 90000 1171239 626876 544363 70033 64040 5993 435888 424255 11633 651989 BENEFICIAL INTEREST HELD BY OTHERS 1021439 1021439 ACCRUED PAYROLL 23659 23659 X 2348068 -97386 72766 -24620 2372688 14224 9422 23646 2396334 2335695 72766 72766 2262929 9422 9422 2272351 SCHEDULE D, PAGE 2, PART V, LINE 4 OCEANA & LEGACY, COMMON GOOD, YOUNG LEADERS. 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 POSITIONS FOR 2020 THROUGH 2025, THE YEARS WHICH REMAIN SUBJECT TO THE EXAMINATION AS OF DECEMBER 31, 2025. THE ORGANIZATION CONCLUDED THAT THERE ARE NO SIGNIFICANT UNCERTAIN TAX POSITIONS REQUIRING RECOGNITION IN THE ORGANIZATIONS FINANCIAL STATEMENTS. THE ORGANIZATION DOES NOT EXPECT THE TOTAL AMOUNT OF UNRECOGNIZED TAX BENEFITS TO SIGNIFICANTLY CHANGE IN THE NEXT TWELVE MONTHS. THE ORGANIZATION DOES NOT HAVE ANY AMOUNTS ACCRUED FOR INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS AT DECEMBER 31, 2025 OR 2024, 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 72,766 SCHEDULE D, PAGE 4, PART XI, LINE 4B EVENT INCOME 9,422 SCHEDULE D, PAGE 4, PART XII, LINE 2D EVENT EXPENSES 72,766 SCHEDULE D, PAGE 4, PART XII, LINE 4B EVENT INCOME 9,422 OTHER EVENTS 57572 57572 5270 10828 2021 185 GOLF UNITED 40267 40267 1673 2015 10222 1350 6 67602 67602 3507 1060 28128 6507 165441 165441 5180 8345 49178 2021 8042 72766 92675 true ACSET MICHIGAN WORKS 1550 LEONARD STREET NE GRAND RAPIDS MI 49505 382631431 501C3 75000 SUMMER YOUTH PROGRAM AGEWELL SERVICES 275 WEST CLAY AVE STE 100 MUSKEGON MI 49440 382033822 501C3 8464 GENERAL SUPPORT AMERICAN RED CROSS 313 W WEBSTER AVE MUSKEGON MI 49440 530196605 501C3 11882 EMERGENCY COMMUNITY ARBOR CIRCLE 1115 BALL AVE NE GRAND RAPIDS MI 49505 383263853 501C3 18100 GENERAL SUPPORT BOYS AND GIRLS CLUB PO BOX 1312 MUSKEGON MI 49443 611736056 501C3 10500 ASSIST YOUTH CATHOLIC CHARITIES 1095 THIRD STREET STE 10 MUSKEGON MI 49441 382596252 501C3 10750 FAMILY SUPPORT CHILD ABUSE COUNCIL 1781 PECK STREET STE 1 MUSKEGON MI 49441 382195091 501C3 35091 PREVENTION/TREATMENT COMMUNITY ACCESS LINE OF THE LAKE S PO BOX 1101 MUSKEGON MI 49443 383171086 501C3 17602 COVE REGION 4 906 EAST LUDINGTON AVE LUDINGTON MI 49431 382243550 501C3 8150 GENERAL SUPPORT DISABILITY NETWORK WEST 27 E CLAY AVE MUSKEGON MI 49442 383476797 501C3 5454 GENERAL SUPPORT DOLLY PARTON IMAGINATION LIBRARY 111 DOLLYWOOD LANE PIGEON FORGE TN 37863 521348105 501C3 187699 LIBRARY BOOK MAILING EVERY WOMANS PLACE INC 1221 WEST LAKETON AVE MUSKEGON MI 49441 382072675 501C3 85349 DOMESTIC VIOLENCE FRESHCOAST ALLIANCE 5035 HENRY ST MUSKEGON MI 49441 461973615 501C3 6415 GENERAL SUPPORT GOODWILL INDUSTRIES 271 APPLE AVE MUSKEGON MI 49442 381357148 501C3 8980 DEVELOP PROSPERITY HEART OF W MICHIGAN UW 118 COMMERCE GRAND RAPIDS MI 49503 381360923 501C3 7525 GENERAL SUPPORT HOPE NETWORK PO BOX 890 GRAND RAPIDS MI 49455 383323617 501C3 18260 MI READING PROGRAM KIDS FOOD BASKET 268 S GETTY STREET MUSKEGON MI 49442 043760991 501C3 11059 GENERAL SUPPORT LEGAL AID OF WESTERN MI 450 MORRIS STE 202 MUSKEGON MI 49440 382156874 501C3 34550 CIVIL LEGAL SERVICES LIFE ALIGN INC 2508 GLADE ST MUSKEGON MI 49444 872308614 501C3 8000 LOVE INC 2735 APPLE AVE STE A MUSKEGON MI 49422 382450507 501C3 16682 MONEY MANAGEMENT MEDIATION AND RESTORATIVE SERVICES 27 EAST CLAY AVE MUSKEGON MI 49442 383214950 501C3 28618 DISPUTE RESOLUTION MICHIGAN WORKS WEST CENTRAL 14330 NORTHLAND DRIVE BIG RAPIDS MI 49307 382217024 501C3 10000 SUMMER YOUTH PROGRAM MID MICHIGAN COMMUNITY ACTION AGENC 405 S THIRD AVE BIG RAPIDS MI 49307 382056236 501C3 7000 HOUSING MISSION FOR AREA PEOPLE 2500 JEFFERSON STREET MUSKEGON HEIGHTS MI 49444 383220964 501C3 36269 GENERAL SUPPORT NEWAYGO COUNTY COMPASSION HOME 20 S STEWART AVE FREMONT MI 49412 463838415 501C3 6375 GENERAL SUPPORT NEWAYGO COUNTY RESA 4747 W 48TH FREMONT MI 49412 381717623 GOV 9500 GENERAL SUPPORT OCEANA COUNTY COUNCIL ON AGING 621 E MAIN ST HART MI 49420 382077479 501C3 9000 ORCHARD VIEW SCHOOL 35 S SHERIDAN DR MUSKEGON MI 49441 382529687 501C3 27000 LIGHTS ON AFTER SCH PATHFINDERS 222500 JEFFERSON ST MUSKEGON MI 49444 452445595 501C3 10000 GENERAL SUPPORT READ MUSKEGON PO BOX 1312 MUSKEGON MI 49443 412176728 501C3 32000 LITERACY SUPPORT SVS THE HOPE PROJECT INC 1887 HOLTON RD NORTH MUSKEGON MI 49445 352270341 501C3 10325 GENERAL SUPPORT TRUE NORTH COMMUNITY SERVICES 6308 S WARNER AVE FREMONT MI 49412 386158533 501C3 70652 GENERAL SUPPORT UNITED WAY OF MASON COUNTY 108 SW RATH AVE LUDINGTON MI 49431 382943115 501C3 11830 INDIVIDUAL & FAMILY VOLUNTEER FOR DENTAL 31 E CLAY AVE MUSKEGON MI 49442 831299804 501C3 9250 GENERAL SUPPORT WOMEN'S RESOURCE CENTER 425 W WESTERN AVE MUSKEGON MI 49440 382072675 501C3 8000 YOUTH SOLUTIONS 330 W MAIN ST BENTON HARBOR MI 49022 821416914 501C3 70000 SUMMER YOUTH PROGRAM 49 SCHEDULE I, PAGE 1, PART I, LINE 2 THE ORGANIZATION MONITORS GRANTS THROUGH (1) A WRITTEN GRANT AGREEMENT OUTLINING THE PURPOSE OF THE AWARD AND REPORTING REQUIREMENTS, (2) REVIEW OF INTERIM AND FINAL NARRATIVE AND FINANCIAL REPORTS FROM THE GRANTEE, AND (3) FOLLOW-UP COMMUNICATION AS NEEDED. FUNDS ARE RELEASED ONLY AFTER REQUIRED DOCUMENTATION IS RECEIVED AND REVIEWED. false false false false false false false false false 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 STATEMENTS AND FORM 990 ARE MADE AVAILABLE ON ITS WEBSITE. FORM 990, PART XI, LINE 9 EVENT EXPENSES 72,766 EVENT INCOME -9,422 EVENT EXPENSES -72,766 EVENT INCOME 9,422 PART XI, LINE 9 OTHER CHANGES IN NET ASSETS: THE DECREASE OF (111,610) REPORTED AS OTHER CHANGES IN NET ASSETS IS COMPRISED OF UNREALIZED INVESTMENT LOSSES OF (97,386) AND INVESTMENT EXPENSES OF (14,224).