Civic Intelligence

Char-Em United Way Inc

990 • Fiscal year 2015 • EIN 23-7049778

Jul 01, 2014 to Jun 30, 2015 • Filed on Oct 21, 2015

P O Box 1701Petoskey, MI 49770

(231) 487-1006

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

86th percentile

0.33x

Higher debt load relative to assets than 86% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

90th percentile

0.36x

Higher debt load relative to revenue than 90% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

64th percentile

10%

Higher net margin than 64% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

91st percentile

$44,176

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 10.2% of source-year revenue.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

59th percentile

7.3%

Faster asset growth than 59% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

53rd percentile

2.7%

Faster revenue growth than 53% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Up

$472,850

Up $32,318 (+7.3%) from 2014

Net Assets

Up

$317,383

Up $40,676 (+15%) from 2014

Liabilities

Down

$155,467

Down $8,358 (-5.1%) from 2014

Revenue

Up

$433,185

Up $11,410 (+2.7%) from 2014

Expenses

Down

$388,498

Down $18,457 (-4.5%) from 2014

Net Income

Up

$44,687

Up $29,867 (+202%) from 2014

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$600K$400K$200K$0Assets 2011: $351,847Liabilities 2011: $178,454Net Assets 2011: $173,3932011Assets 2012: $407,583Liabilities 2012: $167,374Net Assets 2012: $240,2092012Assets 2013: $448,452Liabilities 2013: $204,278Net Assets 2013: $244,1742013Assets 2014: $440,532Liabilities 2014: $163,825Net Assets 2014: $276,7072014Assets 2015: $472,850Liabilities 2015: $155,467Net Assets 2015: $317,3832015Assets 2016: $518,001Liabilities 2016: $133,662Net Assets 2016: $384,3392016Assets 2017: $553,808Liabilities 2017: $129,655Net Assets 2017: $424,1532017Assets 2018: $497,407Liabilities 2018: $137,692Net Assets 2018: $359,7152018Assets 2019: $421,279Liabilities 2019: $130,215Net Assets 2019: $291,0642019Assets 2020: $447,337Liabilities 2020: $107,999Net Assets 2020: $339,3382020Assets 2021: $490,027Liabilities 2021: $92,210Net Assets 2021: $397,8172021Assets 2022: $0Net Assets 2022: $02022

Highlighted filing

2015

Assets$472,850
Liabilities$155,467
Net Assets$317,383

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$500K$0-$500KExpenses 2011: $416,5792011Expenses 2012: $419,1772012Expenses 2013: $496,6952013Revenue 2014: $421,775Expenses 2014: $406,955Net Income 2014: $14,8202014Revenue 2015: $433,185Expenses 2015: $388,498Net Income 2015: $44,6872015Revenue 2016: $437,281Expenses 2016: $364,154Net Income 2016: $73,1272016Revenue 2017: $400,772Expenses 2017: $374,324Net Income 2017: $26,4482017Revenue 2018: $372,596Expenses 2018: $406,964Net Income 2018: -$34,3682018Revenue 2019: $333,254Expenses 2019: $406,261Net Income 2019: -$73,0072019Revenue 2020: $415,060Expenses 2020: $367,433Net Income 2020: $47,6272020Revenue 2021: $280,319Expenses 2021: $263,114Net Income 2021: $17,2052021Revenue 2022: $47,900Expenses 2022: $443,794Net Income 2022: -$395,8942022

Highlighted filing

2015

Revenue$433,185
Expenses$388,498
Net Income$44,687
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Oct 21, 2015
Return Version
2014v6.0
Gross Receipts
$453,631
Mission and Program Overview

Mission

To improve the lives of people in Charlevoix and Emmet Counties by working together to share community resources. To this end, Char-Em United Way provides financial and other support to effective health and human service programs which meet identified community needs. The organization also serves as a catalyst to develop new services to meet currently-unmet needs.

To improve the lives of people in Emmet and Charlevoix Counties by working together to share community resources. To this end, Char-Em United Way provides financial and other support to effective health and human service programs which meet identified community needs. The organization also serves as a catalyst to develop new services to meet currently unmet needs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$252,077$271,814▲ $19,737
Pledges and Grants Receivable$91,983$95,242▲ $3,259
Cash and Non-Interest-Bearing Accounts$39,783$73,165▲ $33,382
Investments in Publicly Traded Securities$38,847$31,172▼ $7,675
Land, Buildings, and Equipment, Net$2,542$1,157▼ $1,385
Prepaid Expenses and Deferred Charges$2,800$300▼ $2,500
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$440,532$472,850▲ $32,318
Other Assets Total$12,500$0▼ $12,500
Liabilities
Grants Payable$156,269$153,043▼ $3,226
Accounts Payable and Accrued Expenses$7,556$2,424▼ $5,132
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$163,825$155,467▼ $8,358
Net Assets / Fund Balance
Unrestricted Net Assets$276,707$305,952▲ $29,245
Temporarily Rstr Net Assets$0$11,431▲ $11,431
Permanently Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$276,707$317,383▲ $40,676
Total Liabilities and Net Assets / Fund Balance$440,532$472,850▲ $32,318

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,157$6,087$7,244
Buildings$0$0$0
Other Land Buildings$0$0$0
Land$0-$0
Leasehold Improvements$0$0$0

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$149,146$35▼ $3,541$0$143,149
2013$126,561$72▲ $22,944$0$149,146
2012$73,705$40,085▲ $13,136$0$126,561
2011$74,548$1,040▼ $1,561$0$73,705
2010$20,555$44,040▲ $10,086$0$74,548
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Lorraine ManaryExecutive DirectorFT$44,176$44,176

Board Members and Trustees

NameTitle
Dee VincentDirector and President
Joel SchrawDirector and Vice President
Anora O'ConnorDirector
Betsy BrittonDirector
Bob ReedyDirector
Doug HallDirector
James RudolphDirector
Janet FowlerDirector
Jennifer RekasiDirector
Joe DalyDirector
John HurdDirector
Kendall StanleyDirector
Mitch BrownDirector
Robert CarlileDirector
Steve AndreaeDirector
Suzanne SipeDirector
Therese GreenDirector
Doug BuckDirector and Secretary
Barbara PerreaultDirector and Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$422,372
Program Service Revenue
$0
Investment Income
$-1,956
Other Revenue
$12,769
All Other Contributions
$422,230
Change in Net Assets
$44,687

Audited Revenue Reconciliation

Revenue per Audited Statements
$433,185
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-20,621
Other Revenue Adjustments
$0
Total Revenue per Audited Statements
$412,564
Total Revenue per Form 990
$433,185
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$200,040
Other Expenses$110,662
Salaries, Compensation, and Employee Benefits$76,002
Total Fundraising Expense$43,366
Professional Fundraising Fees$1,794

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$200,040--$200,040
Current Officers, Directors, Trustees, and Key Employees$23,087$12,391$10,911$46,389
Fees for Services Other$37,135$0$1,482$38,617
Office Expenses$13,831$2,975$8,673$25,479
Other Salaries and Wages$14,269$776$3,482$18,527
Advertising$2,364$240$7,515$10,119
All Other Expenses$4,649$687$1,659$6,995
Occupancy$4,255$675$2,019$6,949
Fees for Services Accounting$5$5,405$0$5,410
Information Technology$3,334$675$764$4,773
Payroll Taxes$3,060$527$1,180$4,767
Other Employee Benefits$2,883$629$988$4,500
Payments to Affiliates$2,797$447$1,227$4,471
Travel$2,368$135$320$2,823
Insurance$0$2,058$100$2,158
Pension Plan Contributions$962$391$466$1,819
Fees for Services Professional Fundraising--$1,794$1,794
Conferences and Meetings$897$216$371$1,484
Depreciation Depletion$831$138$415$1,384
Total Functional Expenses$316,767$28,365$43,366$388,498

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$388,498
Total Expenses per Form 990$388,498
Total Expenses per Audited Statements$371,888
Expenses Not Reported on Financial Statements$0
Other Expense Adjustments$0
Expenses Not Reported on Form 990$-16,610
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Womens Resource CenterPetoskey, MI501 (c) 3To provide childcare scholarships for the Children's Learning Center. To support 24 hour crisis and ongoing services and education for victims of domestic abuse and sexual assault, including the Safe Home.$22,479
Salvation ArmyPetoskey, MI501 (c) 3To support emergency assistance for utilities and rent. Also to provide distribution of food, clothing, other household necessities and local disaster relief.$20,410
Great Start CollaborativeCharlevoix, MI501 (c) 3Preschool scholarships to help children to enter kindergarten developmentally on track.$19,000
Bergmann CenterCharlevoix, MI501 (c) 3Provides employment and community integration services that enable adults with mental and physical challenges to be active, involved members of the community.$15,512
Manna Food ProjectHarbor Springs, MI501 (c) 3To subsidize the distribution of bulk food to 20 local food panties in Charlevoix and Emmet Counties. Manna also runs a local food pantry.$14,220
Catholic Human ServicesTraverse City, MI501 (c) 3Foster grandparents nurture and mentor infants, neglected or abused children, and children with learning or physical disabilities. Senior companions volunteer to visit homebound elderly and assist with various tasks, developing important friendships.$14,000
Health Department of Northwest MichiganCharlevoix, MI501 (c) 3Increase access to behavioral health assessment and treatment for children aged 0-5. Increase understanding and work with families, schools and the community to prevent underage alcohol and substance use.$10,000
Boyne City PreschoolBoyne City, MI501 (c) 3Provides childcare and preschool programs to encourage intellectual, emotional, physical and social growth of young children ages 3-5.$9,552
Child and Family ServicesTraverse City, MI501 (c) 3Provides crisis intervention, counseling, living skills and temporary shelter to youths aged 12-20. Offers education and support to families and parents to prevent and treat child abuse and neglect.$8,528
Big Brothers Big Sisters of Northwest MichiganTraverse City, MI501 (c) 3To provide children facing adversity with strong and enduring, professionally supported one-to-one relationships that change their lives for the better.$8,000
Challenge Mountain - Spirit Day CampHarbor Springs, MI501 (c) 3Provides two weeks of day camp access to underserved special populations.$7,000
Early Learners ProgramBoyne City, MI501 (c) 3Provides experiences to enrich and enhance children aged 3-4 years' cognitive, language, social, emotional, physical, and creative development to prepare them for kindergarten. CharEm United Way support funds scholarships to assist needy families.$6,000
Friendship Centers of Emmet CountyPetoskey, MI501 (c) 3Support for a new Meals on Wheels vehicle to deliver nutritious and balanced meals to the elderly.$5,771
Hospice of NW MichiganCharlevoix, MI501 (c) 3Bereavement and support materials for those with life-limiting illnesses and for the bereaved for up to 13 months following the death of a loved one.$5,764
Camp DaggettPetoskey, MI501 (c) 3Provides quality character building experiences through educational and recreational summer camp programs in a safe, fun, environment.$5,475
Harbor HallPetoskey, MI501 (c) 3Transitional housing that provides safe, sober and affordable environment to individuals as they seek employment and transition back to the community.$5,071
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$33,215
Fundraising Direct Expenses$20,446
Professional Fundraising Fees$1,794

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Toast to Literacy$17,908$17,908$26$17,882
Win an Instant Wine Cellar$15,307$15,307$333$14,974
Total Events$33,215$33,215$20,446$12,769
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

A draft of the form is reviewed by the Finance Committee. After its review and approval, the Finance Committee submits it to the full Board for approval. The Board then votes to approve it.

Form 990, Part VI, Section B, Line 12C

Annually, each member of the Board must sign a statement that they are not in conflict with the policy.

Form 990, Part VI, Section B, Line 15

The Personnel Committee, which includes Board Members, as well as community members with personnel and non-profit management experience, periodically reviews, at least annually, comparable data on salary and benefits provided by United Way Worldwide, the Michigan Nonprofit Association of United Ways, as well as locally collected data. They use this information to consider adjustments to the Executive Director's compensation.

Form 990, Part VI, Section C, Line 19

All of these documents are available on our website as well as being available in the office for anyone who asks to see them.

Filing and Contact Details

Filer

Filer Name
Char-em United Way Inc
EIN
23-7049778
Phone
2314871006
Address
P O Box 1701, Petoskey, MI 49770

Signing Officer

Name
Lorraine Manary
Title
Executive Director
Phone
2314871006
Signed
2015-10-21

Organization Details

Principal Officer
Lorraine Manary
Formed
1995
Legal Domicile
Mi
Voting Board Members
19
Independent Board Members
19
Employees
2
Volunteers
1,000
Supplemental Narrative

Additional Explanations

Form 990, Header, Line B

Amended

Form 990, Part IX, Line 11G

$31,859 was paid to the Dollywood Foundation for books provided under the Dolly Parton Imagination Library. $7,257 was paid to a personnel agency for a temporary employee.

Financial Statement Notes

Schedule D, Part V, Line 4

The goal is to generate enough income from these investments to fund administrative expenses so that the donations we receive can all be passed on the to the community. They are also to provide an income-producing operating reserve in case donations fall below expectations. This year we did take out the annual income distribution from one of the funds to use for community investments.

Schedule D, Part XI, Line 2D

These are donations that are designated by the donor to specific charities. Under GAAP, these donations and the related payments to the charities are not included in our revenue or expense.

Schedule D, Part XII, Line 2D

These are donations that are designated by the donor for specific charities. Under GAAP, these amounts are not included in our revenue or expense.

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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd17X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd18X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt190
IRS990/Form990PartVIISectionAGrp/PersonNm0Robert Carlile
IRS990/Form990PartVIISectionAGrp/PersonNm1Steve Andreae
IRS990/Form990PartVIISectionAGrp/PersonNm2Mitch Brown
IRS990/Form990PartVIISectionAGrp/PersonNm3Barbara Perreault
IRS990/Form990PartVIISectionAGrp/PersonNm4Jennifer Rekasi
IRS990/Form990PartVIISectionAGrp/PersonNm5James Rudolph
IRS990/Form990PartVIISectionAGrp/PersonNm6Anora O'Connor
IRS990/Form990PartVIISectionAGrp/PersonNm7Kendall Stanley
IRS990/Form990PartVIISectionAGrp/PersonNm8Dee Vincent
IRS990/Form990PartVIISectionAGrp/PersonNm9Therese Green
IRS990/Form990PartVIISectionAGrp/PersonNm10Joel Schraw
IRS990/Form990PartVIISectionAGrp/PersonNm11Betsy Britton
IRS990/Form990PartVIISectionAGrp/PersonNm12Bob Reedy
IRS990/Form990PartVIISectionAGrp/PersonNm13Doug Hall
IRS990/Form990PartVIISectionAGrp/PersonNm14John Hurd
IRS990/Form990PartVIISectionAGrp/PersonNm15Joe Daly
IRS990/Form990PartVIISectionAGrp/PersonNm16Doug Buck
IRS990/Form990PartVIISectionAGrp/PersonNm17Janet Fowler
IRS990/Form990PartVIISectionAGrp/PersonNm18Suzanne Sipe
IRS990/Form990PartVIISectionAGrp/PersonNm19Lorraine Manary
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1944176
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/TitleTxt0Director
IRS990/Form990PartVIISectionAGrp/TitleTxt1Director
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director and Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director and President
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director and Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14Director
IRS990/Form990PartVIISectionAGrp/TitleTxt15Director
IRS990/Form990PartVIISectionAGrp/TitleTxt16Director and Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt17Director
IRS990/Form990PartVIISectionAGrp/TitleTxt18Director
IRS990/Form990PartVIISectionAGrp/TitleTxt19Executive Director
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01995
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt00
IRS990/FundraisingDirectExpensesAmt020446
IRS990/FundraisingGrossIncomeAmt033215
IRS990/GainOrLossGrp/OtherAmt00
IRS990/GainOrLossGrp/SecuritiesAmt00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt019
IRS990/GovernmentGrantsAmt0142
IRS990/GrantAmt0182330
IRS990/GrantsPayableGrp/BOYAmt0156269
IRS990/GrantsPayableGrp/EOYAmt0153043
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt00
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0200040
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0200040
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0453631
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IncmFromInvestBondProceedsGrp/ExclusionAmt00
IRS990/IncmFromInvestBondProceedsGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IncmFromInvestBondProceedsGrp/UnrelatedBusinessRevenueAmt00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt019
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt0764
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0675
IRS990/InformationTechnologyGrp/ProgramServicesAmt03334
IRS990/InformationTechnologyGrp/TotalAmt04773
IRS990/InsuranceGrp/FundraisingAmt0100
IRS990/InsuranceGrp/ManagementAndGeneralAmt02058
IRS990/InsuranceGrp/ProgramServicesAmt00
IRS990/InsuranceGrp/TotalAmt02158
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/FundraisingAmt00
IRS990/InterestGrp/ManagementAndGeneralAmt00
IRS990/InterestGrp/ProgramServicesAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentExpenseAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0-1956
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0-1956
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt038847
IRS990/InvestmentsPubTradedSecGrp/EOYAmt031172
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt06087
IRS990/LandBldgEquipBasisNetGrp/BOYAmt02542
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01157
IRS990/LandBldgEquipCostOrOtherBssAmt07244
IRS990/LegalDomicileStateCd0MI
IRS990/LoanOutstandingInd00
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0To improve the lives of people in Charlevoix and Emmet Counties by working together to share community resources. To this end, Char-Em United Way provides financial and other support to effective health and human service programs which meet identified community needs. The organization also serves as a catalyst to develop new services to meet currently-unmet needs.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt0276707
IRS990/NetAssetsOrFundBalancesEOYAmt0317383
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt012769
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt012769
IRS990/NetIncmFromFundraisingEvtGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-4011
IRS990/NoncashContributionsAmt012333
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt02019
IRS990/OccupancyGrp/ManagementAndGeneralAmt0675
IRS990/OccupancyGrp/ProgramServicesAmt04255
IRS990/OccupancyGrp/TotalAmt06949
IRS990/OfficeExpensesGrp/FundraisingAmt08673
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02975
IRS990/OfficeExpensesGrp/ProgramServicesAmt013831
IRS990/OfficeExpensesGrp/TotalAmt025479
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt012500
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt0988
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0629
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt02883
IRS990/OtherEmployeeBenefitsGrp/TotalAmt04500
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt03482
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0776
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt014269
IRS990/OtherSalariesAndWagesGrp/TotalAmt018527
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PaymentsToAffiliatesGrp/FundraisingAmt01227

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.48$4.44$3.96
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.90$0.92$3.98$2.80$2.63$0.17
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.47$1.08$3.39$4.15$3.67$0.48
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.21$1.30$2.91$3.33$4.06$0.73
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.97$1.38$3.60$3.73$4.07$0.34
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.54$1.30$4.24$4.01$3.74$0.26
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.18$1.34$3.84$4.37$3.64$0.73
2015Detailed filing. Detailed filing data is available for this year.$4.73$1.55$3.17$4.33$3.88$0.45
2014Detailed filing. Detailed filing data is available for this year.$4.41$1.64$2.77$4.22$4.07$0.15
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.48$2.04$2.44$4.97
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.08$1.67$2.40$4.19
2011XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.52$1.78$1.73$4.17