Char-Em United Way Inc

EIN: 237049778 501(c)(3)

Petoskey, MI

Total Revenue
$280,319
Total Expenses
$263,114
Total Assets
$490,027
Net Assets
$397,817
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Financial Trends

Organization Details

Formation Year
1995
Legal Domicile
MI
Phone
3124021954
Tax Period
2020-07-01 to 2021-06-30

Char-Em United Way Inc, founded in 1995, is a small nonprofit that reported $280K in total revenue in fiscal year 2020. Revenue fell 32% from the prior year — a significant decline worth monitoring. Expenses of $263K left a modest 6% surplus.

Mission

Char-Em United Way serves as a catalyst to develop new strategies and services to meet currently unmet needs, primarily in the areas of education, income stability, and community health. Char-Em United Way also provides financial and other support to effective health and human service programs which meet identified community needs, serves as the local administer for the Federal Emergency Food and Shelter Program, coordinates volunteers for community organizations, provides prescription discount cards, and advocates for area citizens.

Program Service Accomplishments

Program 1
Expenses: $111,094

Community Investments - these are grants made to those agencies that meet our criteria for well-run and effective agencies and that run programs addressing local issues in our focus areas of...

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Community Investments - these are grants made to those agencies that meet our criteria for well-run and effective agencies and that run programs addressing local issues in our focus areas of education, financial stability and health. Char-Em United Way's focus is on supporting and reducing the number of ALICE households in our county area. EDUCATION - Helping young children (0-8) achieve their potential. Outcomes: Children exit preschool with age appropriate skills in all developmental domains (cognitive, social, emotional, gross motor, fine motor, language) including early literacy skills, and third graders reading at grade-level proficiency. FINANCIAL STABILITY - Providing a safety net for families to help ensure basic needs are met. This includes working with local businesses on recruitment and retention of families struggling to get by month to month. Outcome: A reduction in the number of ALICE households in our two county area, and assuring families have support for basic needs including food and shelter. HEALTH - Improving health of children and their families. Outcome: Ensure access to health care services including preventative and behavioral health. Young children have access to healthy foods and physical activity.

Program 2
Expenses: $37,516

Dolly Parton Imagination Library - Char-Em United Way serves as the local affiliate for this national program run through the Dollywood Foundation. The program provides books to children ages 0-5...

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Dolly Parton Imagination Library - Char-Em United Way serves as the local affiliate for this national program run through the Dollywood Foundation. The program provides books to children ages 0-5 free of charge to the family. An age appropriate book is mailed monthly to the child's home from the time they register until their fifth birthday. The cost of the books and promotional material is covered fully by Char-Em United Way through local donations and fundraisers. The cost averages between $25-30 per child per year. Locally, Char-Em United Way launched the project for children in Emmet and Charlevoix Counties in August 2012. It is proving to be extremely well received, with new registrations occurring nearly every day. In addition to providing books, we invite all families to family literacy activities and provide additional resources throughout the year to reinforce their efforts to build language and literacy skills through a bi-monthly electronic newsletter. The short term outcome of DPIL for our community is to positively increase the literacy skills and kindergarten readiness of Emmet and Charlevoix County children. The longer term outcomes are to impact 3rd grade reading proficiency which, in turn, will result in higher high school graduation rates and adult success for the children.

Program 3
Expenses: $32,630

Other Programs - Char-Em United Way advocates in Charlevoix and Emmet Counties for the resolution and removal of barriers to employment and financial stability. Issues such as affordable housing...

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Other Programs - Char-Em United Way advocates in Charlevoix and Emmet Counties for the resolution and removal of barriers to employment and financial stability. Issues such as affordable housing, public transportation, and affordable childcare are being addressed. Char-Em United Way provides financial support and coordination of programs such as Stuff the Bus, which provides school supplies to local students in need. We sponsor an annual Day of Caring and a Day of Action, coordinating volunteers to complete large projects at local non-profits and coordinating volunteer readers to deliver literacy kits and read to children in preschools, respectively. Promote volunteerism in youth, via Michigan Student Service Award participation, career fairs, high school quiz-bowl events and more.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2020)

Revenue Breakdown

Contributions & Grants $272,126
Program Service Revenue $0
Investment Income $8,193
Other Revenue $0
TOTAL REVENUE $280,319

Expense Breakdown

Grants Paid $105,003
Salaries & Benefits $55,941
Fundraising Expenses $21,303
Program Expenses $206,225
Other Expenses $102,170
TOTAL EXPENSES $263,114

Year-over-Year Comparison

2020 2019 Change
Revenue $280,319 $415,060 -0.3%
Expenses $263,114 $367,433 -0.3%
Net Income $17,205 $47,627 -0.6%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
10
Independent Members
10
Employees
2
Volunteers
500

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
5
$46,798
Total Directors
10
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Rebeca Otto Executive Dir. 40.00
Officer
$46,798 $0 $46,798
Melanie Leaver President 1.00
Officer Director
$0 $0 $0
Mark Heydlauff Vice President 1.00
Officer Director
$0 $0 $0
Chris Montague Treasurer 1.00
Officer Director
$0 $0 $0
Penny Crim Secretary 1.00
Officer Director
$0 $0 $0
Dan Wollschlager Director 1.00
Director
$0 $0 $0
Dave Gerathy Director 1.00
Director
$0 $0 $0
Bruce Herard Director 1.00
Director
$0 $0 $0
Valerie Snyder Director 1.00
Director
$0 $0 $0
Jessica Shaw-Nolff Director 1.00
Director
$0 $0 $0
Rose Fitzgerald Director 1.00
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2021 $280,319 $263,114 $490,027 $17,205
2020 $415,060 $367,433 $447,337 $47,627
2019 $333,254 $406,261 $421,279 $-73,007
2018 $372,596 $406,964 $497,407 $-34,368
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