UNITED WAY OF SOUTHWEST MICHIGAN

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1942

Legal Domicile

Principal Officer

ANNA MURPHY

Phone

2699821700

Tax Period

2023-01-01 to 2023-12-31

UNITED WAY OF SOUTHWEST MICHIGAN, founded in 1942, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $4.2M in total revenue in fiscal year 2023. Revenue fell 22% from the prior year — a significant decline worth monitoring. Expenses of $5.5M exceeded revenue, resulting in a 30% operating deficit.

Mission

TO IMPROVE LIVES BY MOBILIZING THE CARING POWER OF COMMUNITIES TO ADVANCE THE COMMON GOOD.

Program Service Accomplishments

Program 1

Expenses: $4,239,652 Revenue: $160,076

UNITED WAY OF SOUTHWEST MICHIGAN PROVIDED FUNDING TO 74 PROGRAMS AT 49 ORGANIZATIONS THAT SERVE BERRIEN, CASS, AND VAN BUREN COUNTIES. UNITED WAY OF SOUTHWEST MICHIGAN IS CREATING IMPACT THROUGH...

UNITED WAY OF SOUTHWEST MICHIGAN PROVIDED FUNDING TO 74 PROGRAMS AT 49 ORGANIZATIONS THAT SERVE BERRIEN, CASS, AND VAN BUREN COUNTIES. UNITED WAY OF SOUTHWEST MICHIGAN IS CREATING IMPACT THROUGH INVESTMENTS IN THE AREAS OF EARLY EDUCATION & LITERACY, POST-SECONDARY SUCCESS, HEALTHY BODIES, HEALTHY MINDS, FINANCIAL SECURITY, EMPLOYMENT, FOOD SECURITY, AND SAFE ENVIRONMENTS. IN THE FIRST YEAR OF THE FUNDING CYCLE, UNITED WAY OF SOUTHWEST MICHIGAN FUNDING HELPED AREA AGENCIES RECEIVE OVER $2,000,000 IN LEVERAGED FUNDS AND IMPACTED OVER 143,000 INDIVIDUALS. THE ORGANIZATION ALSO MOBILIZED 2,768 VOLUNTEERS WHO CONTRIBUTED 15,550 HOURS OF THEIR TIME; A TOTAL VALUE OF $494,490. UNITED WAY OF SOUTHWEST MICHIGAN ALSO ENGAGED 189 COMMUNITY MEMBERS IN OUR ADVOCACY EFFORTS. 29 OF THESE COMMUNITY MEMBERS TOOK ACTION BY SENDING MESSAGES TO THEIR LEGISLATORS, EXPRESSING HOW THE EARNED INCOME TAX CREDIT, EARLY CHILDHOOD EDUCATION PROGRAMS, AFFORDABLE HOUSING, AND/OR SKILLS TRAINING AFFECT THEIR LIVES. THROUGH A SERIES OF TARGETED COMMUNITY CONVERSATIONS WITH DIVERSE MEMBERS OF THE COMMUNITY, UNITED WAY OF SOUTHWEST MICHIGAN IS SEEKING TO LEARN THE HOPES, ASPIRATIONS, AND CONCERNS OF COMMUNITY MEMBERS.

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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%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $3,996,653

Program Service Revenue $160,076

Investment Income $46,206

Other Revenue $0

TOTAL REVENUE $4,202,935

Expense Breakdown

Grants Paid $2,948,183

Salaries & Benefits $1,648,734

Fundraising Expenses $441,098

Program Expenses $4,239,652

Other Expenses $865,069

TOTAL EXPENSES $5,461,986

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,202,935	$5,380,332	-0.2%
Expenses	$5,461,986	$6,241,850	-0.1%
Net Income	$-1,259,051	$-861,518	+0.5%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✓ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

2768

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

$160,406

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANNA UTLEY	DIRECTOR	2.00	Director	$0	$0	$0
GOKUL NAIR	OFFICER, VICE CHAIR	2.00	Officer Director	$0	$0	$0
EMILY SZYMKIEWICZ	OFFICER, TREASURER	2.00	Officer Director	$0	$0	$0
ZACK EAST	OFFICER, BOARD CHAIR	2.00	Officer Director	$0	$0	$0
GLENN COWLES	DIRECTOR	2.00	Director	$0	$0	$0
BARBARA CRAIG	DIRECTOR	2.00	Director	$0	$0	$0
RANDY HENDRIXSON	DIRECTOR	2.00	Director	$0	$0	$0
NICOLE BRITTEN	DIRECTOR	2.00	Director	$0	$0	$0
KIRSTEN HEWITT	DIRECTOR	2.00	Director	$0	$0	$0
SOROYA PIERRE VANARSTEN	DIRECTOR	2.00	Director	$0	$0	$0
TIM SMITH	DIRECTOR	2.00	Director	$0	$0	$0
KOREY THOMAS	DIRECTOR	2.00	Director	$0	$0	$0
CORY SHIMULUNAS	DIRECTOR	2.00	Director	$0	$0	$0
SUSAN DOBRICH	DIRECTOR	2.00	Director	$0	$0	$0
ANNA MURPHY	PRESIDENT	50.00	Officer	$143,000	$17,406	$160,406
RACHEL WADE	EMPLOYEE	45.00	Highest	$118,668	$4,546	$123,214

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
2024	No data	No data	No data	No data
2023	$4,202,935	$5,461,986	$5,843,901	$-1,259,051
2022	$5,380,332	$6,241,850	$7,038,914	$-861,518
2021	$5,166,820	$5,381,082	$8,104,242	$-214,262
2020	$5,253,831	$5,411,443	$8,282,371	$-157,612
2019	$5,410,262	$5,102,417	$8,411,658	$307,845
2018	$4,537,422	$4,631,317	$7,917,264	$-93,895