Nonprofit · EIN 38-1426895
UNITED WAY OF THE LAKESHORE INC
Tax-exempt · MUSKEGON, MI 49443
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $2,396,334 | $2,272,351 | $123,983 | $3,271,227 | $252,739 | $3,018,488 |
| December 31, 2024 | 990 | $3,448,789 | $3,698,022 | -$249,233 | $3,476,811 | $470,696 | $3,006,115 |
| December 31, 2023 | 990 | $2,449,448 | $2,980,140 | -$530,692 | $3,314,381 | $244,359 | $3,070,022 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $1,835,968
- of which government grants
- $509,040
- Program service revenue
- $0
- Investment income
- $368,889
- Net rental income
- $75,202
- Net income from fundraising events
- $92,675
- Other revenue
- $191,477
Expenses
- Grants and similar amounts paid
- $983,030
- Compensation of officers, directors and key employees
- $120,774
- Other salaries and wages
- $573,062
- Salaries, compensation and benefits (total)
- $853,952
- Professional fundraising fees
- $0
- Legal fees
- $1,291
- Accounting fees
- $15,400
- Occupancy
- $80,778
- Travel
- $10
- Depreciation
- $50,547
- Program services (functional)
- $1,878,481
- Management and general (functional)
- $162,256
- Fundraising (functional)
- $231,614
Balance sheet and other
- Total assets, start of year
- $3,476,811
- Total assets, end of year
- $3,271,227
- Total liabilities, end of year
- $252,739
- Net assets, end of year
- $3,018,488
- Land, buildings and equipment
- $651,989
- Publicly traded securities
- $576,115
- Net assets without donor restrictions
- $2,247,872
- Net assets with donor restrictions
- $770,616
- Gross receipts
- $2,469,100
- Employees
- 15
- Volunteers
- 1,598
- Year formed
- 1918
- 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 |
|---|---|---|---|
| CHRISTINE ROBERE | PAST PRESI Officer | 40 | $69,652 |
| LISA TYLER | PRESIDENT & Officer | 40 | $51,122 |
| RYAN BENNETT | SECRETARY Trustee or director, Officer | – | $0 |
| SHAWN BUCKNER | TREASURER Trustee or director, Officer | – | $0 |
| LOUIS DELEGUARADIA | MEMBER Trustee or director | – | $0 |
| JASON FINCH | MEMBER Trustee or director | – | $0 |
| JOHN FOSS | MEMBER Trustee or director | – | $0 |
| POPPY HERNANDEZ | MEMBER Trustee or director | – | $0 |
| BRAD HILLEARY | CHAIR Trustee or director, Officer | – | $0 |
| DJ HILSON | MEMBER Trustee or director | – | $0 |
| JOCELYN HINES | MEMBER Trustee or director | – | $0 |
| RICH HOUTTERMAN | MEMBER Trustee or director | – | $0 |
| SHAWNTAIN JENKINS | MEMBER Trustee or director | – | $0 |
| PETE KLAHORST | MEMBER Trustee or director | – | $0 |
| ERIN KUHN | EXEC DIRECTO Trustee or director, Officer | – | $0 |
14 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RANDY LINDQUIST | MEMBER Trustee or director | – | $0 |
| STACY MELLEMA | MEMBER Trustee or director | – | $0 |
| JILLIAN MELOCHE | MEMBER Trustee or director | – | $0 |
| KATHY MOORE | MEMBER Trustee or director | – | $0 |
| LORI O'BRIEN | MEMBER Trustee or director | – | $0 |
| JASON OLTHOFF | MEMBER Trustee or director | – | $0 |
| JACK RUSSELL | MEMBER Trustee or director | – | $0 |
| TAMICA SAVAGE | MEMBER Trustee or director | – | $0 |
| DR JOHN SELMON | MEMBER Trustee or director | – | $0 |
| KIM SUAREZ | VICE CHAIR Trustee or director, Officer | – | $0 |
| SUZANNE TANIS | MEMBER Trustee or director | – | $0 |
| MATT WERKSMA | MEMBER Trustee or director | – | $0 |
| KAY WILLIAMS | MEMBER Trustee or director | – | $0 |
| JONATHAN WILSON | MEMBER Trustee or director | – | $0 |
990 for the year ended December 31, 2024: 36 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| CHRISTINE ROBERE | PAST PRESI Officer | 40 | $126,277 | $11,879 |
| RYAN BENNETT | MEMBER Trustee or director | – | $0 | $0 |
| SHAWN BUCKNER | MEMBER Trustee or director | – | $0 | $0 |
| LOUIS DELEGUARADIA | MEMBER Trustee or director | – | $0 | $0 |
| JASON FINCH | MEMBER Trustee or director | – | $0 | $0 |
| JOHN FOSS | MEMBER Trustee or director | – | $0 | $0 |
| TAMICA FOX | MEMBER Trustee or director | – | $0 | $0 |
| POPPY HERNANDEZ | MEMBER Trustee or director | – | $0 | $0 |
| BRAD HILLEARY | VICE CHAIR Trustee or director, Officer | – | $0 | $0 |
| DJ HILSON | MEMBER Trustee or director | – | $0 | $0 |
| JOCELYN HINES | MEMBER Trustee or director | – | $0 | $0 |
| RICH HOUTTEMAN | PAST CHAIR Trustee or director | – | $0 | $0 |
| STEVEN JACKSON | MEMBER Trustee or director | – | $0 | $0 |
| SHAWNTAIN JENKINS | MEMBER Trustee or director | – | $0 | $0 |
| PETE KLAHORST | MEMBER Trustee or director | – | $0 | $0 |
| ERIN KUHN | CHAIR Trustee or director, Officer | – | $0 | $0 |
| RANDY LINDQUIST | MEMBER Trustee or director | – | $0 | $0 |
| LORI LITTLE | MEMBER Trustee or director | – | $0 | $0 |
| STACY MELLEMA | PAST TREASUR Trustee or director | – | $0 | $0 |
| JILLIAN MELOCHE | MEMBER Trustee or director | – | $0 | $0 |
| KATHY MOORE | PAST CHAIR Trustee or director | – | $0 | $0 |
| LORI O'BRIEN | MEMBER Trustee or director | – | $0 | $0 |
| JASON OLTHOFF | MEMBER Trustee or director | – | $0 | $0 |
| JACK RUSSELL | MEMBER Trustee or director | – | $0 | $0 |
| JOHN SCHAUB | MEMBER Trustee or director | – | $0 | $0 |
| DR JOHN SELMON | MEMBER Trustee or director | – | $0 | $0 |
| PAT SHAFER | MEMBER Trustee or director | – | $0 | $0 |
| JIM STEFFEL | MEMBER Trustee or director | – | $0 | $0 |
| KIM SUAREZ | MEMBER Trustee or director | – | $0 | $0 |
| SUZANNE TANIS | MEMBER Trustee or director | – | $0 | $0 |
| KRIS VANDERSTELT | MEMBER Trustee or director | – | $0 | $0 |
| PAUL WATSON | MEMBER Trustee or director | – | $0 | $0 |
| MATT WERKSMA | MEMBER Trustee or director | – | $0 | $0 |
| KAY WILLIAMS | MEMBER Trustee or director | – | $0 | $0 |
| JONATHAN WILSON | MEMBER Trustee or director | – | $0 | $0 |
| LISA TYLER | PRESIDENT & Officer | 40 | $0 | $0 |
990 for the year ended December 31, 2023: 32 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| CHRISTINE ROBERE | PRESIDENT & Officer | 50 | $118,415 | $8,645 |
| RYAN BENNETT | MEMBER Trustee or director | 1 | $0 | $0 |
| SHAWN BUCKNER | MEMBER Trustee or director | 1 | $0 | $0 |
| KRIS COLLEE | MEMBER Trustee or director | 1 | $0 | $0 |
| JASON FINCH | MEMBER Trustee or director | 1 | $0 | $0 |
| JOHN FOSS | MEMBER Trustee or director | 1 | $0 | $0 |
| POPPY HERNANDEZ | MEMBER Trustee or director | 1 | $0 | $0 |
| BRAD HILLEARY | MEMBER Trustee or director | 1 | $0 | $0 |
| DJ HILSON | MEMBER Trustee or director | 1 | $0 | $0 |
| JOCELYN HINES | MEMBER Trustee or director | 1 | $0 | $0 |
| RICH HOUTTEMAN | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| STEVE JACKSON | MEMBER Trustee or director | 1 | $0 | $0 |
| SHAWNTAIN JENKINS | MEMBER Trustee or director | 1 | $0 | $0 |
| PETE KLAHORST | MEMBER Trustee or director | 1 | $0 | $0 |
| ERIN KUHN | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| LORI LITTLE | MEMBER Trustee or director | 1 | $0 | $0 |
| STACY MELLEMA | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| JILLIAN MELOCHE | MEMBER Trustee or director | 1 | $0 | $0 |
| KATHY MOORE | PAST CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| JASON OLTHOFF | MEMBER Trustee or director | 1 | $0 | $0 |
| JACK RUSSELL | MEMBER Trustee or director | 1 | $0 | $0 |
| TAMICA SAIN | MEMBER Trustee or director | 1 | $0 | $0 |
| JOHN SCHAUB | MEMBER Trustee or director | 1 | $0 | $0 |
| DR JOHN SELMON | MEMBER Trustee or director | 1 | $0 | $0 |
| PAT SHAFER | MEMBER Trustee or director | 1 | $0 | $0 |
| JIM STEFFEL | MEMBER Trustee or director | 1 | $0 | $0 |
| KIM SUAREZ | MEMBER Trustee or director | 1 | $0 | $0 |
| PAUL WATSON | MEMBER Trustee or director | 1 | $0 | $0 |
| MATT WERKSMA | MEMBER Trustee or director | 1 | $0 | $0 |
| KAY WILLIAMS | MEMBER Trustee or director | 1 | $0 | $0 |
| JONATHAN WILSON | MEMBER Trustee or director | 1 | $0 | $0 |
| CHRIS WREN | MEMBER Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 207, MUSKEGON, MI 49443-0207
- Principal officer (990 for 2025)
- LISA TYLER
- Signed the 990
- LISA TYLER, PRESIDENT & CEO
- Phone
- (231) 722-3134
- Website
- WWW.UNITEDWAYLAKESHORE.ORG
- Return prepared by
- GABRIDGE & COMPANY PLC
Mission
OUR MISSION IS TO INSPIRE CHANGE AND BUILD THRIVING COMMUNITIES.
Program accomplishments
- 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.Expenses $1,808,837 · grants $981,227
- 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.Expenses $69,644 · grants $1,803
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
- 38-1426895
- 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
- 1965
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T70Z)
- Assets (IRS master file)
- $3,271,227
- Income (IRS master file)
- $2,469,100
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $2,396,334 | $2,272,351 | $3,271,227 | XML |
| 990 | December 2024 | $3,448,789 | $3,698,022 | $3,476,811 | XML |
| 990 | December 2023 | $2,449,448 | $2,980,140 | $3,314,381 | XML |
| 990 | December 2022 | $3,452,874 | $3,550,532 | $3,704,368 | 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 38-1426895).
Questions about UNITED WAY OF THE LAKESHORE INC
- What is the EIN of UNITED WAY OF THE LAKESHORE INC?
- The employer identification number (EIN) of UNITED WAY OF THE LAKESHORE INC is 38-1426895.
- Is UNITED WAY OF THE LAKESHORE INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1965.
- Are donations to UNITED WAY OF THE LAKESHORE INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does UNITED WAY OF THE LAKESHORE INC 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 THE LAKESHORE INC 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 THE LAKESHORE INC 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 THE LAKESHORE INC?
- The 990 for the year ended December 31, 2025 names LISA TYLER.
- Who are the officers and directors of UNITED WAY OF THE LAKESHORE INC?
- The 990 for the year ended December 31, 2025 lists 29 people; 2 received compensation from the organization, the highest $69,652 (CHRISTINE ROBERE, PAST PRESI).
- How much revenue does UNITED WAY OF THE LAKESHORE INC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $2,396,334, expenses of $2,272,351 and total assets of $3,271,227 at year end.
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All nonprofits in MUSKEGON · Michigan · Philanthropy, voluntarism and grantmaking foundations