Civic Intelligence

Plymouth Community United Way

EIN 23-7327248 • 501(c)3 • Plymouth, MI

Profile

Plymouth community united way is a conduit to various 501(c)(3) voluntary health and welfare organizations

PO Box 6356Plymouth, MI 48170-0425

www.plymouthunitedway.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

13th percentile

0.01x

Higher debt load relative to assets than 13% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

19th percentile

0.04x

Higher debt load relative to revenue than 19% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

78th percentile

25%

Higher net margin than 78% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

36th percentile

$146,629

Higher top officer pay than 36% of similar nonprofits.

Top officer pay equals 10.3% of source-year revenue.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Asset Growth

52nd percentile

4.8%

Faster asset growth than 52% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

83rd percentile

44%

Faster revenue growth than 83% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Assets

Up

$10,343,238

Up $1,161,991 (+13%) from 2022

Liabilities

Down

$59,855

Down $381 (-0.6%) from 2022

Net Assets

Up

$10,283,383

Up $1,162,372 (+13%) from 2022

Revenue

Up

$1,417,488

Up $558,254 (+65%) from 2022

Expenses

Up

$1,062,441

Up $225,507 (+27%) from 2022

Net Income

Up

$355,047

Up $332,747 (+1492%) from 2022

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15M$10M$5.0M$0Assets 2012: $5,231,946Liabilities 2012: $47,159Net Assets 2012: $5,184,7872012Assets 2014: $6,299,480Liabilities 2014: $32,906Net Assets 2014: $6,266,5742014Assets 2015: $6,284,921Liabilities 2015: $21,995Net Assets 2015: $6,262,9262015Assets 2016: $6,778,971Liabilities 2016: $38,371Net Assets 2016: $6,740,6002016Assets 2017: $8,138,970Liabilities 2017: $64,044Net Assets 2017: $8,074,9262017Assets 2018: $8,162,952Liabilities 2018: $40,678Net Assets 2018: $8,122,2742018Assets 2019: $8,839,931Liabilities 2019: $27,034Net Assets 2019: $8,812,8972019Assets 2021: $10,132,070Liabilities 2021: $27,139Net Assets 2021: $10,104,9312021Assets 2022: $9,181,247Liabilities 2022: $60,236Net Assets 2022: $9,121,0112022Assets 2024: $10,343,238Liabilities 2024: $59,855Net Assets 2024: $10,283,3832024

Highlighted filing

2024

Assets$10,343,238
Liabilities$59,855
Net Assets$10,283,383

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$3.0M$2.0M$1.0M$0Expenses 2012: $891,6862012Revenue 2014: $1,373,838Expenses 2014: $899,116Net Income 2014: $474,7222014Revenue 2015: $1,115,388Expenses 2015: $936,736Net Income 2015: $178,6522015Revenue 2016: $1,188,760Expenses 2016: $937,270Net Income 2016: $251,4902016Revenue 2017: $2,010,274Expenses 2017: $1,013,866Net Income 2017: $996,4082017Revenue 2018: $1,572,006Expenses 2018: $947,845Net Income 2018: $624,1612018Revenue 2019: $960,199Expenses 2019: $939,427Net Income 2019: $20,7722019Revenue 2021: $1,823,379Expenses 2021: $876,443Net Income 2021: $946,9362021Revenue 2022: $859,234Expenses 2022: $836,934Net Income 2022: $22,3002022Revenue 2024: $1,417,488Expenses 2024: $1,062,441Net Income 2024: $355,0472024

Highlighted filing

2024

Revenue$1,417,488
Expenses$1,062,441
Net Income$355,047

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Feb 8, 2025
Return Version
2024v5.0
Gross Receipts
$1,450,866
Mission and Program Overview

Mission

Plymouth community united way is a conduit to various 501(c)(3) voluntary health and welfare organizations

Plymouth community united way serves human needs in the local community by working to improve the lives of those that need assistance.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$6,540,464$7,393,945▲ $853,481
Savings and Temporary Cash Investments$2,925,758$2,624,836▼ $300,922
Cash and Non-Interest-Bearing Accounts$193,994$158,000▼ $35,994
Pledges and Grants Receivable$136,275$90,225▼ $46,050
Land, Buildings, and Equipment, Net$11,248$32,920▲ $21,672
Total Assets$9,870,221$10,343,238▲ $473,017
Other Assets Total$62,482$43,312▼ $19,170
Liabilities
Other Liabilities$65,667$51,889▼ $13,778
Accounts Payable and Accrued Expenses$2,744$7,966▲ $5,222
Total Liabilities$68,411$59,855▼ $8,556
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$9,565,895$10,081,201▲ $515,306
Net Assets With Donor Restrictions$235,915$202,182▼ $33,733
Total Net Assets Fund Balance$9,801,810$10,283,383▲ $481,573
Total Liabilities and Net Assets / Fund Balance$9,870,221$10,343,238▲ $473,017

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$32,920$62,632$95,552
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Marie MorrowPresidentFT$115,104$31,525$146,629

Board Members and Trustees

NameTitle
Louis WhitlockChairman
Daniel KudraVice-chairma
Andrew SavageDirector
Curt BastianelliDirector
Frank RuggirelloDirector
Kenneth JohnstonDirector
Michael SchoenleDirector
Paul FesslerDirector
Ryan StoweDirector
Steve HorgerDirector
Rhonda WhittedSecretary
Brian ZahnTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$481,170
Program Service Revenue
$0
Investment Income
$864,423
Other Revenue
$71,895
All Other Contributions
$481,170
Change in Net Assets
$355,047

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,304,737
Revenue Not Reported on Financial Statements
$112,751
Revenue Not Reported on Form 990
$159,904
Other Revenue Adjustments
$112,751
Total Revenue per Audited Statements
$1,464,641
Total Revenue per Form 990
$1,417,488
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$426,467
Salaries, Compensation, and Employee Benefits$389,679
Other Expenses$246,295
Total Fundraising Expense$95,326
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$426,467--$426,467
Other Salaries and Wages$240,246$16,013$35,529$291,788
Occupancy$48,203$10,417$10,297$68,917
Fees for Service Investment Mgmnt Fees-$51,721-$51,721
Other Employee Benefits$27,256$6,272$13,896$47,424
Fees for Services Accounting-$39,553-$39,553
Pension Plan Contributions$14,886$3,722$7,975$26,583
Payroll Taxes$19,083$1,440$3,361$23,884
Office Expenses$6,208$1,257$11,179$18,644
Insurance$5,348$1,146$1,146$7,640
Payments to Affiliates$6,310--$6,310
Other Expenses$2,330$1,161$1,078$4,569
Depreciation Depletion$2,095$449$449$2,993
Travel$1,734--$1,734
All Other Expenses$1,067$163-$1,230
Fees for Services Other--$290$290
Total Functional Expenses$826,028$141,087$95,326$1,062,441

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,062,441
Total Expenses per Audited Statements$983,068
Expenses per Audited Statements$949,690
Expenses Not Reported on Financial Statements$112,751
Other Expense Adjustments$112,751
Expenses Not Reported on Form 990$33,378
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Svdp-journey to HousingCanton, MI3Organization Support$64,340
St Mary Community Outreach CenterWayne, MI3Organization Support$45,000
Salvation Army- PlymouthPlymouth, MI3Organization Support$42,190
Plymouth Community Council on AgingPlymouth, MI3Organization Support$36,500
Community Opportunity Center IncLivonia, MI3Organization Support$34,491
First StepPlymouth, MI3Organization Support$32,069
Angela Hospice Home Care IncLivonia, MI3Organization Support$28,839
Plymouth District LibraryPlymouth, MIGovCmty Amphitheater$27,900
Growth Works IncPlymouth, MI3Organization Support$20,123
Plymouth-canton Community SchoolsPlymouth, MIGovProgram Support$18,000
Svdp-st John Neaumann ParishCanton, MI3Organization Support$9,000
Svdp-resurrection ParishCanton, MI3Organization Support$7,500
New Hope Center for Grief SupportNorthville, MI3Organization Support$5,750
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$101,328
Fundraising Direct Expenses$33,378
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Outing$101,328$101,328$3,145$98,183
Total Events$101,328$101,328$33,378$67,950
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Donor Designations Payable$51,889
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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, Page 6, Part VI, Line 11B

The form 990 is reviewed by management and the board of directors for clarity and completeness prior to filing with the irs.

Form 990, Page 6, Part VI, Line 12C

There is a review of conflicts of interest each year.

Form 990, Page 6, Part VI, Line 15A

The president's salary is reviewed and approved on an annual basis by the board of directors.

Form 990, Page 6, Part VI, Line 19

Governing documents are made available via the state of michigan website.

Filing and Contact Details

Filer

Filer Name
Plymouth Community United Way
EIN
23-7327248
Phone
7344536879
Address
PO BOX 6356, PLYMOUTH, MI 48170-0425

Signing Officer

Name
Marie Morrow
Title
President
Phone
7344536879
Signed
2025-02-08

Organization Details

Principal Officer
Marie Morrow
Formed
1944
Legal Domicile
Mi
Voting Board Members
12
Independent Board Members
12
Employees
7
Volunteers
354

Preparer

Firm
Bredernitz Wagner & Co Pc
Address
109 W CLINTON ST, HOWELL, MI 48843
Preparer
Gregory D Clum
Phone
5175462130
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Part I, Line 6

Plymouth community united way hosts multiple events each year that rely on community volunteers for registration, day of help, or clean up. Volunteers also host food or supply drives. Each month, plymouth community united way hosts a site for the emergency food assistance program. This requires volunteers to help unbox and bag food for recipients.

Form 990, Page 2, Part III, Line 4A

Plymouth community united way brings together citizens, community leaders, businesses, the faith community, government, non-profit organizations, and other institutions to determine the most critical human issues that require collective, not just individual, action. These issues range from basic human needs (like food, shelter, and emergency assistance) to emerging and growing issues (like the need for affordable housing, services, support for seniors, and positive youth development). Plymouth community united way then raises money locally in an annual campaign, generates other revenue outside of the campaign, secures non-cash in-kind resources, and advocates for sound public policy, along with employing other relevant strategies to produce concrete results. Plymouth community united way supports several local agencies and programs that provide comprehensive services to those in need including quality housing options for adults with developmental disabilities, autism programs, the fight against human trafficking, grief services, veterans programs, and various programs that enhance the quality of life for senior citizens.

Form 990, Part XI, Line 9

Special event expenses 33,378 donor designations -61,030 investment fees -51,721 special event expenses -33,378 donor designations 61,030 investment fees 51,721

Financial Statement Notes

Schedule D, Page 4, Part XI, Line 2D

Special event expenses 33,378

Schedule D, Page 4, Part XI, Line 4B

Donor designations 61,030 investment fees 51,721

Schedule D, Page 4, Part XII, Line 2D

Special event expenses 33,378

Schedule D, Page 4, Part XII, Line 4B

Donor designations 61,030 investment fees 51,721

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