BARRY COUNTY UNITED WAY

EIN: 386062803 501(c)(3) Philanthropy & Grantmaking

HASTINGS, MI

Total Revenue
$1,750,458
Total Expenses
$1,349,664
Total Assets
$2,636,259
Net Assets
$2,486,565
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1936
Legal Domicile
MI
Principal Officer
RICH FRANKLIN
Phone
2699454010
Tax Period
2024-04-01 to 2025-03-31

BARRY COUNTY UNITED WAY, founded in 1936, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.8M in total revenue in fiscal year 2024. Revenue surged 29% from the prior year, signaling strong growth momentum. The organization ran a surplus of $401K, a strong 23% operating margin.

Mission

NONE

Program Service Accomplishments

Program 1
Expenses: $950,607

TO ACCOMPLISH OUR MISSION TO IMPROVE LIVES BY MOBILIZING THE CARING POWER OF BARRY COUNTY COMMUNITIES WE HAVE COMPLETED THE FOLLOWING DURING 2023/2024 FISCAL YEAR:- PROVIDED FUNDING TO 34 PROGRAMS...

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TO ACCOMPLISH OUR MISSION TO IMPROVE LIVES BY MOBILIZING THE CARING POWER OF BARRY COUNTY COMMUNITIES WE HAVE COMPLETED THE FOLLOWING DURING 2023/2024 FISCAL YEAR:- PROVIDED FUNDING TO 34 PROGRAMS THAT WERE ACCESSED OVER 68,000 TIMES BY RESIDENTS OF BARRY COUNTY IN FOUR FUNDING AREAS: HELPING YOUTH ACHIEVE THEIR FULL POTENTIAL, ADDRESSING URGENT AND EMERGING NEEDS, SUPPORTING FAMILIES TO ACHIEVE WELL BEING AND SUCCESS, AND ASSISTING SENIORS ADULTS FIND SUPPORT AND MAINTAIN INDEPENDENCE.- THE BARRY COUNTY UNITED WAY WAS ALSO ABLE TO PROVIDE DIRECT ASSISTANCE TO CLIENTS THROUGH HOUSING AND UTILITY STATE GRANTS AS WELL AS THE VETERANS AFFAIRS OFFICE FOR OUR COMMUNITY.- PARTNERSHIPS WITH OTHER BUSINESSES AND NOT FOR PROFITS ENABLE BARRY COUNTY UNITED WAY TO IMPACT THE COMMUNITY IN MANY WAYS INCLUDING:-- 203 COMMUNITY MEMBERS WERE TRAINED IN CPR & AED-- 309 CHILDREN WERE ABLE TO SHOP FOR BACKPACKS AND SCHOOL SUPPLIES-- 34 FAMILIES RECEIVED EDUCATION AND INSTALLATION OF CAR SEATS-- 509 CHILDREN RECEIVED CHRISTMAS PRESENTS-- 700 VETERANS WERE PROVIDED WITH ASSISTANCE-- 753 HOUSEHOLDS ACCESSED 211 SERVICES WITHIN THE PROGRAM-- 767 HOUSEHOLDS ACCESSED ASSISTANCE FOR TAXES THROUGH THE VOLUNTEER IN TAX ASSISTANCE PROGRAM-- 497 FAMILIES ACCESSED ASSISTANCE FOR HOUSING AND UTILITIES.-- 43,234 TIMES RESIDENTS ACCESSED THE FRESH FOOD INITIATIVE.

Program 2
Expenses: $250,561

MICHIGAN PUBLIC SERVICE COMMISSION AND EMERGENCY SHELTER GRANTS FROM THE STATE OF MICHIGAN HELPED IN ASSISSTING 497 FAMILIES WITH HOUSING FORECLOSURE/EVICTION AND UTILITY SHUT-OFF ISSUES IN OUR...

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MICHIGAN PUBLIC SERVICE COMMISSION AND EMERGENCY SHELTER GRANTS FROM THE STATE OF MICHIGAN HELPED IN ASSISSTING 497 FAMILIES WITH HOUSING FORECLOSURE/EVICTION AND UTILITY SHUT-OFF ISSUES IN OUR FISCAL YEAR.

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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 $1,692,331
Program Service Revenue $0
Investment Income $58,127
Other Revenue $0
TOTAL REVENUE $1,750,458

Expense Breakdown

Grants Paid $732,066
Salaries & Benefits $522,936
Fundraising Expenses $61,706
Program Expenses $1,201,168
Other Expenses $94,662
TOTAL EXPENSES $1,349,664

Year-over-Year Comparison

2024 2023 Change
Revenue $1,750,458 $1,354,122 +0.3%
Expenses $1,349,664 $1,264,100 +0.1%
Net Income $400,794 $90,022 +3.5%
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
33
Independent Members
33
Employees
9
Volunteers
1696

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
3
$0
Total Directors
29
$0
Key Employees
0
$0
Highest Compensated
1
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
DALE BOULTER DIRECTOR 0.25
Director
$0 $0 $0
MICHAEL BROWN DIRECTOR 0.25
Director
$0 $0 $0
PATRICK BUCKLAND DIRECTOR 0.25
Director
$0 $0 $0
DEB BUTTON DIRECTOR 0.25
Director
$0 $0 $0
AMY BYERS DIRECTOR 0.25
Director
$0 $0 $0
CORT COLLISON DIRECTOR 0.25
Director
$0 $0 $0
MICHELLE DUITS DIRECTOR 0.25
Director
$0 $0 $0
CATHERINE GETTY DIRECTOR 0.25
Director
$0 $0 $0
JAN HARTOUGH DIRECTOR 0.25
Director
$0 $0 $0
DAVID HATFIELD DIRECTOR 0.25
Director
$0 $0 $0
JEFF HELMUS DIRECTOR 0.25
Director
$0 $0 $0
BERNIE JORE DIRECTOR 0.25
Director
$0 $0 $0
MARK KOLANOWSKI DIRECTOR 0.25
Director
$0 $0 $0
LYNN MCCONNELL DIRECTOR 0.25
Director
$0 $0 $0
MATT PALMER DIRECTOR 0.25
Director
$0 $0 $0
JUSTIN PECK DIRECTOR 0.25
Director
$0 $0 $0
SARA PRICE DIRECTOR 0.25
Director
$0 $0 $0
BRIAN MCKEOWN PAST PRESIDENT 0.25
Director
$0 $0 $0
MADDIE COVE DIRECTOR 0.25
Director
$0 $0 $0
MIKE SCHIPPER DIRECTOR 0.25
Director
$0 $0 $0
CARL SCHOESSEL DIRECTOR 0.25
Director
$0 $0 $0
ERIC STEINDLER DIRECTOR 0.25
Director
$0 $0 $0
CRAIG STOLSONBURG DIRECTOR 0.25
Director
$0 $0 $0
REBECKA TAGG DIRECTOR 0.25
Director
$0 $0 $0
LINDA WATSON DIRECTOR 0.25
Director
$0 $0 $0
CARRIE WILGUS DIRECTOR 0.25
Director
$0 $0 $0
PATTY WOODS DIRECTOR 0.25
Director
$0 $0 $0
JENNIE YONKER DIRECTOR 0.25
Director
$0 $0 $0
RENEE BEAUFORD DIRECTOR 0.25
Director
$0 $0 $0
RICH FRANKLIN PRESIDENT 0.25
Officer
$0 $0 $0
DAVE DEHAAN TREASURER 0.25
Officer
$0 $0 $0
TAMMY PENNINGTON DIRECTOR 0.25
Officer
$0 $0 $0
LANI FORBES EXECUTIVE DIRECTOR 40.00
Highest
$130,000 $0 $130,000
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 $1,750,458 $1,349,664 $2,636,259 $400,794
2024 $1,354,122 $1,264,100 $2,313,243 $90,022
2023 $1,581,611 $1,551,250 $2,119,613 $30,361
2022 $2,957,984 $2,399,316 $2,092,012 $558,668
2021 $1,492,517 $1,242,387 $1,534,707 $250,130
2020 $1,085,806 $1,034,558 $1,304,420 $51,248
2019 $1,146,191 $1,031,288 $1,210,929 $114,903
2018 $1,103,634 $1,084,149 $1,077,931 $19,485
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