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Community Development : United Ways (Grantmaking/Grants Payable)

United Way of the Battle Creek and Kalamazoo Region

Live United

four stars

94.15

34 West Jackson Street Suite 4B
Battle Creek, MI 49017
tel: (269) 343-2524   Web Site
EIN: 38-1359193

Board Leadership
Todd McDonald
Board Chair

CEO
Chris Sargent
Chief Executive Officer

  Score
(out of 100)
Rating
Overall Score & Rating 94.15 four stars
  Financial 92.76 four stars
  Accountability & Transparency 96.00 four stars
This rating was published 03/01/2019 and includes data from FY2018, the most recent 990 received at that time.

The vision of United Way of the Battle Creek and Kalamazoo Region (UWBCKR) is to mobilize the caring power of the community to improve lives. We advance the common good in the City of Battle Creek and Kalamazoo County by creating opportunities for a better life for all. We focus on the areas of education, income stability, and health - the building blocks for a good quality life. We all win when a child succeeds in school, when a family becomes financially stable, and when people have good health.

UWBCKR recruits people and organizations which bring the passion, expertise, and resources to get things done. Individuals can give, advocate, and volunteer. That's what it means to LIVE UNITED.

The vision of United Way of the Battle Creek and Kalamazoo Region (UWBCKR) is to mobilize the caring power of the community to improve lives. We advance the common good in the City of Battle Creek and Kalamazoo County by creating opportunities for a better life for all. We focus on the areas of education, income stability, and health - the building blocks for a good quality life. We all win when a child succeeds in school, when a family becomes financially stable, and when people have good health.

UWBCKR recruits people and organizations which bring the passion, expertise, and resources to get things done. Individuals can give, advocate, and volunteer. That's what it means to LIVE UNITED.

Impact Information

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Financial

four stars

92.76

Accountability & Transparency

four stars

96.00

This rating was published 03/01/2019 and includes data from FY2018, 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)
85.6%
  Administrative Expenses 6.1%
  Fundraising Expenses 8.2%
  Fundraising Efficiency $0.09
  Working Capital Ratio (years) 1.07
  Program Expenses Growth -5.2%
  Liabilities to Assets 17.5%
All data for Financial Performance Metrics calculations was provided by United Way of the Battle Creek and Kalamazoo Region on recent 990s filed with the IRS.
All data for Financial Performance Metrics calculations was provided by United Way of the Battle Creek and Kalamazoo Region on recent 990s filed with the IRS.

Highly Rated

Charity Name & State Overall Score Overall Rating
United Way of the Battle Creek and Kalamazoo Region (MI) 94.15 four stars
Heartland United Way (NE) 92.38 four stars
United Way of McLean County (IL) 85.10 three stars
United Way of Calvert County (MD) 91.57 four stars
United Way of Greater Philadelphia and Southern New Jersey (PA) 89.28 three stars

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REVENUE  
Contributions  
   Contributions, Gifts & Grants $11,234,445
   Federated Campaigns $0
   Membership Dues $0
   Fundraising Events $0
   Related Organizations $0
   Government Grants $0
Total Contributions $11,234,445
   Program Service Revenue $0
Total Primary Revenue $11,234,445
   Other Revenue $1,047,659
TOTAL REVENUE $12,282,104
   
EXPENSES  
   Program Expenses $11,600,622
   Administrative Expenses $796,549
   Fundraising Expenses $1,200,227
TOTAL FUNCTIONAL EXPENSES $13,597,398
   
Payments to Affiliates $137,470
Excess (or Deficit) for the year $-1,315,294
   
Net Assets $15,326,805

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
Program Investments $7,544,992 65.0%
Donor Designations $1,800,120 15.5%
Community Impact/Service Division $1,830,421 15.8%

Ratings History
United Way of the Battle Creek and Kalamazoo Region has received 9 consecutive 4-star ratings from Charity Navigator.

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2018-03 03/01/2019 94.15 four stars
2017-03 12/01/2018 91.03 four stars
2016-03 04/01/2017 92.02 four stars
2015-03 06/01/2016 96.66 four stars
 
CN 2.0
2015-03 02/01/2016 97.00 four stars
2014-03 08/01/2015 96.98 four stars
2013-03 06/01/2014 99.02 four stars
2012-03 05/01/2013 95.87 four stars
2011-03 04/01/2012 91.95 four stars
2009-12 09/20/2011 93.24 four stars
 
CN 1.0
2009-12 04/01/2011 89.43 three stars
2008-12 05/01/2010 93.10 four stars
2007-12 11/01/2008 96.46 four stars
2006-12 12/01/2007 96.29 four stars
2005-12 02/01/2007 79.90 two stars
2004-12 03/01/2006 77.29 two stars
2003-12 09/01/2005 82.08 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 38-1359193
Name in IRS Master File UNITED WAY OF THE BATTLE CREEK AND KALAMAZOO REGION
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.
(179) Other health services
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 June, 1945
Filing Requirement 990 (all other) or 990EZ return
Fiscal Year End March
IRS Forms 990
(provided courtesy of Foundation Center)
(Log In or Register Now to View Forms 990!)
  • March, 2018
  • March, 2017
  • March, 2016
  • March, 2015
  • March, 2014
Compensation % of Expenses Paid to Title
$158,174 1.16% Christipher Sargent President, CEO
Other Salaries of Note
$99,556 0.73% Michael Larson Interim President, CEO

Highly Rated

Charity Name & State Overall Score Overall Rating
United Way of the Battle Creek and Kalamazoo Region (MI) 94.15 four stars
United Way of Northern Shenandoah Valley (VA) 92.98 four stars
United Way of Southern Chester County (PA) 87.04 three stars
United Way of the Ohio Valley (KY) 88.23 three stars
United Way of Northern New Jersey (NJ) 85.98 three stars

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Charity Contact Info

United Way of the Battle Creek and Kalamazoo Region
34 West Jackson Street
Suite 4B
Battle Creek, MI 49017
tel: (269) 343-2524
fax: (269) 962-0074
EIN: 38-1359193

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Board Leadership

Todd McDonald
Board Chair

CEO

Chris Sargent
Chief Executive Officer

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