UNITED WAY OF SOUTH CENTRAL MICHIGAN

EIN: 381359193 501(c)(3) Philanthropy & Grantmaking

KALAMAZOO, MI

Total Revenue
$23,255,845
Total Expenses
$22,214,606
Total Assets
$32,958,772
Net Assets
$28,740,252
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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
1926
Legal Domicile
MI
Principal Officer
CHRISTIPHER SARGENT
Phone
2693432524
Tax Period
2024-04-01 to 2025-03-31

UNITED WAY OF SOUTH CENTRAL MICHIGAN, founded in 1926, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $23.3M in total revenue in fiscal year 2024. Expenses of $22.2M left a modest 4% surplus.

Mission

UNITED WAY OF SOUTH CENTRAL MICHIGAN STRIVES FOR CARING, CONNECTED, EQUITABLE COMMUNITIES.

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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 (2024)

Revenue Breakdown

Contributions & Grants $22,291,281
Program Service Revenue $0
Investment Income $473,727
Other Revenue $490,837
TOTAL REVENUE $23,255,845

Expense Breakdown

Grants Paid $13,934,278
Salaries & Benefits $4,174,665
Fundraising Expenses $1,035,598
Program Expenses $19,246,857
Other Expenses $4,105,663
TOTAL EXPENSES $22,214,606

Year-over-Year Comparison

2024 2023 Change
Revenue $23,255,845 $24,264,887 0.0%
Expenses $22,214,606 $25,357,359 -0.1%
Net Income $1,041,239 $-1,092,472 -2.0%
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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Governance

Voting Members
23
Independent Members
23
Employees
64
Volunteers
367

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
7
$227,927
Total Directors
23
$0
Key Employees
0
$0
Highest Compensated
2
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
STEPHANIE SLINGERLAND BOARD CHAIR 5.00
Officer Director
$0 $0 $0
JAMES JOHNSON JR IMMEDIATE PAST CHAIR 5.00
Officer Director
$0 $0 $0
CARLA THOMPSON PAYTON 1ST VICE CHAIR 5.00
Officer Director
$0 $0 $0
MAUREEN KEENE 2ND VICE CHAIR 5.00
Officer Director
$0 $0 $0
JAMIE RABE TREASURER 5.00
Officer Director
$0 $0 $0
UNAA HOLINESS SECRETARY 5.00
Officer Director
$0 $0 $0
BECKY BALDWIN MEMBER 1.00
Director
$0 $0 $0
DEREK DOBIES MEMBER 1.00
Director
$0 $0 $0
JIM BONGIORNO MEMBER 1.00
Director
$0 $0 $0
RENEE BROWN MEMBER 1.00
Director
$0 $0 $0
KIMBERLY CARTER MEMBER 1.00
Director
$0 $0 $0
BEN FRANTZ MEMBER 1.00
Director
$0 $0 $0
LISA GARCIA MEMBER 1.00
Director
$0 $0 $0
MARCUS GLASS MEMBER 1.00
Director
$0 $0 $0
ASH GOEL MD MEMBER 1.00
Director
$0 $0 $0
MIKE HUERTA MEMBER 1.00
Director
$0 $0 $0
TODD MCDONALD MEMBER 1.00
Director
$0 $0 $0
ANDY RICHARDS MEMBER 1.00
Director
$0 $0 $0
CARRIE SCHNEIDER MEMBER 1.00
Director
$0 $0 $0
CHRIS TYLER MEMBER 1.00
Director
$0 $0 $0
SATYA VEERAPANENI MEMBER 1.00
Director
$0 $0 $0
ASHLEE WILLIS MEMBER 1.00
Director
$0 $0 $0
TED YKIMOFF MEMBER 1.00
Director
$0 $0 $0
CHRISTIPHER SARGENT PRESIDENT & CEO 40.00
Officer
$188,361 $39,566 $227,927
JENNIFER HSU-BISHOP CHIEF EQUITY OFFICER 40.00
Highest
$129,131 $34,285 $163,416
TERESA KMETZ CHIEF RESOURCE DEV & MKTG OFFICER 40.00
Highest
$127,077 $15,221 $142,298
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
2025 $23,255,845 $22,214,606 $32,958,772 $1,041,239
2024 $24,264,887 $25,357,359 $31,866,881 $-1,092,472
2023 $20,048,813 $20,749,685 $32,086,707 $-700,872
2022 $10,619,393 $13,491,944 $21,915,676 $-2,872,551
2021 $21,535,987 $14,500,296 $24,904,240 $7,035,691
2020 $12,102,442 $11,655,536 $17,918,679 $446,906
2019 $11,038,610 $12,254,130 $17,643,115 $-1,215,520
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