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)

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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

WE BRING TOGETHER THE PEOPLE, IDEAS AND RESOURCES TO LEAD WITH OUR COMMUNITIES AND CREATE A FLOURISHING, EQUITABLE LIFE FOR EVERYONE.

Program Service Accomplishments

Program 1
Expenses: $3,304,223

PROGRAM INVESTMENTS: UNITED WAY SCMI (UWSCMI) AND ITS DEDICATED STAFF ADVANCE THE COMMON GOOD BY OPTIMIZING OPPORTUNITIES FOR SYSTEMS CHANGE AND IMPROVEMENT THAT ADDRESS DISPARITIES. AREAS OF FOCUS...

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PROGRAM INVESTMENTS: UNITED WAY SCMI (UWSCMI) AND ITS DEDICATED STAFF ADVANCE THE COMMON GOOD BY OPTIMIZING OPPORTUNITIES FOR SYSTEMS CHANGE AND IMPROVEMENT THAT ADDRESS DISPARITIES. AREAS OF FOCUS FOR INVESTMENT INCLUDE, BUT AREN'T LIMITED TO, FINANCIAL STABILITY, EDUCATION, HEALTH, AND BASIC NEEDS. COMMUNITY INVESTMENTS IN LAST FISCAL YEAR: BATTLE CREEK/KALAMAZOO -- $2,780,430 INVESTED IN 60 PROGRAMS THROUGH 59 AGENCY PARTNERS. CAPITAL AREA -- $245,000 INVESTED IN 18 PROGRAMS THROUGH 18 AGENCY PARTNERS AND 3 COLLABORATIVES. JACKSON COUNTY -- $300,000 INVESTED IN 19 PROGRAMS AT 17 AGENCIES.

Program 2
Expenses: $5,312,579

COMMUNITY IMPACT & INITIATIVES: UWSCMI DRIVES SYSTEMS CHANGE AND IMPROVEMENT THROUGH DIVERSE COMMUNITY PARTNERSHIPS, ASSESSMENT, ADVOCACY, VOLUNTEERISM, AND COLLABORATION TO UNDERSTAND AND ADDRESS...

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COMMUNITY IMPACT & INITIATIVES: UWSCMI DRIVES SYSTEMS CHANGE AND IMPROVEMENT THROUGH DIVERSE COMMUNITY PARTNERSHIPS, ASSESSMENT, ADVOCACY, VOLUNTEERISM, AND COLLABORATION TO UNDERSTAND AND ADDRESS COMMUNITY NEEDS COLLECTIVELY AND STRATEGICALLY VIA PROGRAM PARTNERSHIPS, UWSCMI-DRIVEN INITIATIVES AND MEASURABLE OUTCOMES. EXAMPLES OF IMPACT & INITIATIVES IN LAST FISCAL YEAR:PROGRAM ASSISTANCE CENTER -- A MICHIGAN ENERGY ASSISTANCE PROGRAM PROVIDING HOUSEHOLDS WITH DIRECT ENERGY ASSISTANCE TO PAY HEAT AND ELECTRIC BILLS. PARTICIPANTS COMPLETE A NEEDS ASSESSMENT SO THEY ARE CONNECTED WITH NON-ENERGY ASSISTANCE SERVICES THEY NEED. 5,491 HOUSEHOLDS RECEIVED ENERGY SECURITY/SELF-SUFFICIENCY PROGRAMMING OR REFERRALS. 3,990 HOUSEHOLDS WERE SERVED USING STATE FUNDING AND FUNDING FROM CONSUMERS ENERGY.VOLUNTEER INCOME TAX ASSISTANCE (VITA) -- VOLUNTARY INCOME TAX ASSISTANCE (VITA) IS ONE OF UWSCMI'S CORE PROGRAMS, PROVIDING FREE TAX PREPARATION SERVICES FOR HOUSEHOLDS EARNING BELOW $69,000. THE VITA PROGRAM OPERATES IN FIVE COUNTIES IN MICHIGAN: CLINTON, EATON, INGHAM, KALAMAZOO, AND SHIAWASSEE. IN THE 2025 TAX SEASON, UWSCMI'S VITA PROGRAM SERVED 5,400 HOUSEHOLDS, WHO COLLECTIVELY RECEIVED MORE THAN $7.4 MILLION IN FEDERAL, STATE, AND HOME HEATING CREDIT REFUNDS INCLUDING OVER $1.5 MILLION IN EARNED INCOME TAX CREDITS (EITC). ADDITIONALLY, THROUGH THE FREE SERVICE PARTICIPANTS COLLECTIVELY SAVED MORE THAN $1.6 MILLION IN COSTLY TAX PREPARATION FEES. KALAMAZOO COUNTY CONTINUUM OF CARE -- INCREASED COORDINATION AND FIND SOLUTIONS TO THE GAPS, INEQUITIES, AND CHALLENGES TO REDUCING HOMELESSNESS. IN 2025, THE COC ADMINISTERED FEDERAL FUNDING AND STATE FUNDING TO PREVENT AND ADDRESS HOMELESSNESS; PROVIDED MINI-GRANTS TO LOCAL NON-PROFITS SERVING THE UNHOUSED; AND REDESIGNED THE RENTABLE PROGRAM TO BETTER SUPPORT ALICE HOUSEHOLDS IN SECURING OR RETAINING THEIR HOUSING.JOBSTAR -- A RESOURCE FOR EMPLOYERS TO HELP THEIR EMPLOYEES OVERCOME OBSTACLES THAT MAY IMPEDE THEIR ABILITY TO WORK. 2025 HIGHLIGHT: REFERRALS PROVIDED: 1,652 REFERRALS PROVIDING 877 EMPLOYEES ACROSS MORE THAN 20 BUSINESS. TWO HIGHLIGHTS INCLUDED IMPLEMENTING THE FIRST YEAR OF JOBSTAR'S MULTI-YEAR WORKPLAN AND WRAPPING UP THE FEDERAL EARMARK THAT ALLOWED 10 NONPROFITS TO PARTICIPATE IN A YEAR OF PROGRAMMING. CAPITAL AREA COLLEGE ACCESS NETWORK (CAPCAN) -- A COMMUNITY COLLABORATIVE FOCUSED ON INCREASING POST-SECONDARY ATTAINMENT AS AN ACHIEVABLE REALITY FOR ALL RESIDENTS BY FOSTERING HIGH EDUCATIONAL ASPIRATIONS THROUGH THE ALIGNMENT OF OUR INSTITUTIONS AND RESOURCES. 2025 HIGHLIGHT: CAPCAN STAFF LAUNCHED THE COLLEGE AMBASSADOR PROGRAM IN WHICH THEY TRAINED 20 RISING SENIORS TO ENGAGE WITH THEIR PEERS AT SCHOOL REGARDING THE COLLEGE PROCESS AND HELP BUILD A COLLEGE GOING CULTURE. STUDENTS SERVED: 1,900.

Program 3
Expenses: $2,206,793

DONOR DESIGNATIONS: UWSCMI ALLOWS DONORS TO DESIGNATE GIFTS TO OTHER UNITED WAYS OR OTHER QUALIFYING AGENCIES, FURTHER EXPANDING COMMUNITY IMPACT.

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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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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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