UNITED WAY OF THE LAKESHORE

EIN: 381426895 501(c)(3) Philanthropy & Grantmaking

MUSKEGON, MI

Total Revenue
$3,448,789
Total Expenses
$3,698,022
Total Assets
$3,476,811
Net Assets
$3,006,115
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1918
Legal Domicile
MI
Principal Officer
LISA TYLER
Phone
2317223134
Tax Period
2024-01-01 to 2024-12-31

UNITED WAY OF THE LAKESHORE, founded in 1918, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $3.4M in total revenue in fiscal year 2024. Revenue surged 41% from the prior year, signaling strong growth momentum.

Mission

UNITING TO INSPIRE CHANGE AND BUILD THRIVING 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 $3,153,424
Program Service Revenue $0
Investment Income $96,263
Other Revenue $199,102
TOTAL REVENUE $3,448,789

Expense Breakdown

Grants Paid $1,240,147
Salaries & Benefits $959,279
Fundraising Expenses $295,685
Program Expenses $3,160,898
Other Expenses $1,498,596
TOTAL EXPENSES $3,698,022

Year-over-Year Comparison

2024 2023 Change
Revenue $3,448,789 $2,449,448 +0.4%
Expenses $3,698,022 $2,980,140 +0.2%
Net Income $-249,233 $-530,692 -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

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Governance

Voting Members
34
Independent Members
34
Employees
17
Volunteers
1694

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
4
$138,156
Total Directors
34
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
CHRISTINE ROBERE PAST PRESI 40.00
Officer
$126,277 $11,879 $138,156
RYAN BENNETT MEMBER N/A
Director
$0 $0 $0
SHAWN BUCKNER MEMBER N/A
Director
$0 $0 $0
LOUIS DELEGUARADIA MEMBER N/A
Director
$0 $0 $0
JASON FINCH MEMBER N/A
Director
$0 $0 $0
JOHN FOSS MEMBER N/A
Director
$0 $0 $0
TAMICA FOX MEMBER N/A
Director
$0 $0 $0
POPPY HERNANDEZ MEMBER N/A
Director
$0 $0 $0
BRAD HILLEARY VICE CHAIR N/A
Officer Director
$0 $0 $0
DJ HILSON MEMBER N/A
Director
$0 $0 $0
JOCELYN HINES MEMBER N/A
Director
$0 $0 $0
RICH HOUTTEMAN PAST CHAIR N/A
Director
$0 $0 $0
STEVEN JACKSON MEMBER N/A
Director
$0 $0 $0
SHAWNTAIN JENKINS MEMBER N/A
Director
$0 $0 $0
PETE KLAHORST MEMBER N/A
Director
$0 $0 $0
ERIN KUHN CHAIR N/A
Officer Director
$0 $0 $0
RANDY LINDQUIST MEMBER N/A
Director
$0 $0 $0
LORI LITTLE MEMBER N/A
Director
$0 $0 $0
STACY MELLEMA PAST TREASUR N/A
Director
$0 $0 $0
JILLIAN MELOCHE MEMBER N/A
Director
$0 $0 $0
KATHY MOORE PAST CHAIR N/A
Director
$0 $0 $0
LORI O'BRIEN MEMBER N/A
Director
$0 $0 $0
JASON OLTHOFF MEMBER N/A
Director
$0 $0 $0
JACK RUSSELL MEMBER N/A
Director
$0 $0 $0
JOHN SCHAUB MEMBER N/A
Director
$0 $0 $0
DR JOHN SELMON MEMBER N/A
Director
$0 $0 $0
PAT SHAFER MEMBER N/A
Director
$0 $0 $0
JIM STEFFEL MEMBER N/A
Director
$0 $0 $0
KIM SUAREZ MEMBER N/A
Director
$0 $0 $0
SUZANNE TANIS MEMBER N/A
Director
$0 $0 $0
KRIS VANDERSTELT MEMBER N/A
Director
$0 $0 $0
PAUL WATSON MEMBER N/A
Director
$0 $0 $0
MATT WERKSMA MEMBER N/A
Director
$0 $0 $0
KAY WILLIAMS MEMBER N/A
Director
$0 $0 $0
JONATHAN WILSON MEMBER N/A
Director
$0 $0 $0
LISA TYLER PRESIDENT & 40.00
Officer
$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
2024 $3,448,789 $3,698,022 $3,476,811 $-249,233
2023 $2,449,448 $2,980,140 $3,314,381 $-530,692
2022 $3,452,874 $3,550,532 $3,704,368 $-97,658
2021 $2,826,099 $2,863,469 $3,996,514 $-37,370
2020 $3,051,420 $3,244,766 $4,156,776 $-193,346
2019 $2,671,474 $2,851,848 $4,241,896 $-180,374
2018 $2,768,240 $2,868,351 $4,320,549 $-100,111
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