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Community Development : United Ways (Grantmaking)

United Way of the Battle Creek and Kalamazoo Region

Live United

four stars

90.03

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 90.03 four stars
  Financial 91.20 four stars
  Accountability & Transparency 89.00 three stars
This rating was published 06/01/2018 and includes data from FY2017, 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

91.20

Accountability & Transparency

three stars

89.00

This rating was published 06/01/2018 and includes data from FY2017, 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)
85.8%
  Administrative Expenses 6.1%
  Fundraising Expenses 7.9%
  Fundraising Efficiency $0.08
  Working Capital Ratio (years) 1.12
  Program Expenses Growth -4.3%
  Liabilities to Assets 17.8%
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) 90.03 four stars
United Way of Collier County (FL) 90.24 four stars
United Way of Greater St. Louis (MO) 95.47 four stars
United Way of Lebanon County (PA) 88.02 three stars
United Way Suncoast (FL) 91.38 four stars

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REVENUE  
Contributions  
   Contributions, Gifts & Grants $12,229,466
   Federated Campaigns $0
   Membership Dues $0
   Fundraising Events $0
   Related Organizations $0
   Government Grants $0
Total Contributions $12,229,466
   Program Service Revenue $0
Total Primary Revenue $12,229,466
   Other Revenue $641,121
TOTAL REVENUE $12,870,587
   
EXPENSES  
   Program Expenses $11,954,398
   Administrative Expenses $875,313
   Fundraising Expenses $1,060,807
TOTAL FUNCTIONAL EXPENSES $13,890,518
   
Payments to Affiliates $145,880
Excess (or Deficit) for the year $-1,019,931
   
Net Assets $16,849,560

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 $7,629,639 63.8%
Donor Designations $1,932,010 16.2%
Community Impact/Service Division $1,903,521 15.9%

Ratings History
United Way of the Battle Creek and Kalamazoo Region has received 8 consecutive 4-star ratings from Charity Navigator.

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2017-03 06/01/2018 90.03 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, 2017
  • March, 2016
  • March, 2015
  • March, 2014
  • March, 2013

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).

Compensation % of Expenses Paid to Title
$155,498 1.11% Christipher Sargent COO, Interim CEO
Other Salaries of Note
$217,635 1.56% Michael J. Larson Former President, CEO

Highly Rated

Charity Name & State Overall Score Overall Rating
United Way of the Battle Creek and Kalamazoo Region (MI) 90.03 four stars
United Way of the Inland Valleys (CA) 86.81 three stars
United Way of York County, South Carolina (SC) 90.19 four stars
United Way of Erie County (PA) 89.27 three stars
Oshkosh Area United Way (WI) 91.82 four 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

Visit Web Site

Board Leadership

Todd McDonald
Board Chair

CEO

Chris Sargent
Chief Executive Officer

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