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Community Development : United Ways (Grantmaking)

United Way of the Lakeshore

Live united

three stars

89.10

31 East Clay Avenue Muskegon, MI 49442
tel: (877) 722-3134   Web Site
EIN: 38-1426895

Board Leadership
Mark Meyers
Chair

CEO
Christine Robere
President

  Score
(out of 100)
Rating
Overall Score & Rating 89.10 three stars
  Financial 84.88 three stars
  Accountability & Transparency 97.00 four stars
This rating was published 04/01/2017 and includes data from FY2015, the most recent 990 received at that time.

Learn more about how we calculate the overall score and rating.

Financial

three stars

84.88

Accountability & Transparency

four stars

97.00

This rating was published 04/01/2017 and includes data from FY2015, the most recent 990 received at that time.
Overall Rating Chart
  Program Expenses
(Percent of the charity's total expenses spent on the programs
and services it delivers)
82.4%
  Administrative Expenses 7.6%
  Fundraising Expenses 9.9%
  Fundraising Efficiency $0.10
  Working Capital Ratio (years) 1.34
  Program Expenses Growth 0.6%
  Liabilities to Assets 7.9%
All data for Financial Performance Metrics calculations was provided by United Way of the Lakeshore on recent 990s filed with the IRS.
All data for Financial Performance Metrics calculations was provided by United Way of the Lakeshore on recent 990s filed with the IRS.

Highly Rated

Charity Name & State Overall Score Overall Rating
United Way of the Lakeshore (MI) 89.10 three stars
North Texas Area United Way (TX) 86.36 three stars
United Way of Pioneer Valley (MA) 93.66 four stars
The United Way of Southwestern Pennsylvania (PA) 92.25 four stars
United Way of Kennebec Valley (ME) 89.03 three stars

Compare These Charities (Highly Rated)

United Way of the Lakeshore advances the common good and creates opportunities for a better life for all by focusing on Education, Income and Health - the building blocks for a good life. There are basic things we all need for a good life: a quality education that leads to a stable job, income that can support a family through retirement, and good health. Our goal is to create long-lasting changes that prevent problems from happening in the first place. Our mission is to mobilize the caring power of our community to improve the lives of people in our lakeshore communities.

REVENUE  
Contributions  
   Contributions, Gifts & Grants $2,695,341
   Federated Campaigns $132,468
   Membership Dues $0
   Fundraising Events $0
   Related Organizations $0
   Government Grants $0
Total Contributions $2,827,809
   Program Service Revenue $0
Total Primary Revenue $2,827,809
   Other Revenue $105,241
TOTAL REVENUE $2,933,050
   
EXPENSES  
   Program Expenses $2,443,235
   Administrative Expenses $261,109
   Fundraising Expenses $258,749
TOTAL FUNCTIONAL EXPENSES $2,963,093
   
Payments to Affiliates $24,578
Excess (or Deficit) for the year $-30,043
   
Net Assets $4,017,668

Program names and associated costs are listed for the top programs as reported on the charity's most recently filed Form 990. The top programs displayed will include the largest three programs, or those programs covering at least 60% of the charity's total expenses, whichever comes first.

Program Name Amount Spent % of Program Expenses
Agency Relations, Capacity Building, & Investments $1,847,499 75.6%
Community Impact & Planning $489,879 20.1%
Human Service Center $105,857 4.3%

Ratings History

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2015-12 04/01/2017 89.10 three stars
2014-12 06/01/2016 92.22 four stars
 
CN 2.0
2013-12 07/01/2015 87.84 three stars
2012-12 12/20/2013 92.13 four stars
2011-12 02/01/2013 88.76 three stars
2010-12 08/01/2012 87.59 three stars

The data displayed on this tab is provided by the IRS in the form of Publication 78 and the Business Master File (BMF).

EIN 38-1426895
Name in IRS Master File UNITED WAY OF THE LAKESHORE INC
NTEE Code T70
NTEE Classification Fund Raising Organizations That Cross Categories
NTEE Type Philanthropy, Voluntarism and Grantmaking Foundations
Classification Charitable Organization
Subsection 501(c)(3)  (View the list of codes)
Activities (600) Community Chest, United Way, etc.
(927) Fundraising
Foundation Status Organization which receives a substantial part of its support from a governmental unit or the general public   170(b)(1)(A)(vi)
Deductibility Contributions are deductible
Affiliation Independent - the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Group Name [Not Applicable]
Ruling Date January, 1965
Filing Requirement 990 (all other) or 990EZ return
Fiscal Year End December
IRS Forms 990
(provided courtesy of Foundation Center)
(Log In or Register Now to View Forms 990!)
  • December, 2015
  • December, 2014
  • December, 2013
  • December, 2012
  • December, 2011

The data displayed in this profile is provided by the IRS for free in the form of Publication 78 and the Business Master File (BMF).

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Compensation % of Expenses Paid to Title
$109,424 3.69% Christine Robere President

United Way of the Lakeshore advances the common good and creates opportunities for a better life for all by focusing on Education, Income and Health - the building blocks for a good life. There are basic things we all need for a good life: a quality education that leads to a stable job, income that can support a family through retirement, and good health. Our goal is to create long-lasting changes that prevent problems from happening in the first place. Our mission is to mobilize the caring power of our community to improve the lives of people in our lakeshore communities.

Highly Rated

Charity Name & State Overall Score Overall Rating
United Way of the Lakeshore (MI) 89.10 three stars
United Way of Hampshire County (MA) 89.91 three stars
United Way of Southeast Missouri (MO) 86.87 three stars
United Way of Greater Chattanooga (TN) 93.14 four stars
United Way of Monmouth and Ocean Counties (NJ) 93.98 four stars

Compare These Charities (Highly Rated)

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Charity Contact Info

United Way of the Lakeshore
31 East Clay Avenue
Muskegon, MI 49442
tel: (877) 722-3134
fax: (231) 722-3137
EIN: 38-1426895

Mail donations to:
P.O. Box 207
Muskegon, MI 49443

Visit Web Site

Board Leadership

Mark Meyers
Chair

CEO

Christine Robere
President

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