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Community Development : United Ways (Grantmaking)

United Way of the Battle Creek and Kalamazoo Region

Live United

four stars

92.02

709 South Westnedge Avenue Kalamazoo, MI 49007
tel: (269) 343-2524   Web Site
EIN: 38-1359193

Board Leadership
Erick Stewart
Board Chair

CEO
Chris Sargent
Interim Chief Executive Officer

  Score
(out of 100)
Rating
Overall Score & Rating 92.02 four stars
  Financial 97.50 four stars
  Accountability & Transparency 89.00 three stars
This rating was published 04/01/2017 and includes data from FY2016, the most recent 990 received at that time.

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

Financial

four stars

97.50

Accountability & Transparency

three stars

89.00

This rating was published 04/01/2017 and includes data from FY2016, 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 6.0%
  Fundraising Expenses 8.3%
  Fundraising Efficiency $0.09
  Working Capital Ratio (years) 1.12
  Program Expenses Growth 11.0%
  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) 92.02 four stars
United Way of San Diego County (CA) 90.03 four stars
United Way of Beaumont & North Jefferson County (TX) 86.63 three stars
River Region United Way (AL) 86.37 three stars
Trident United Way (SC) 89.28 three stars

Compare These Charities (Highly Rated)

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.

REVENUE  
Contributions  
   Contributions, Gifts & Grants $14,588,317
   Federated Campaigns $49,339
   Membership Dues $0
   Fundraising Events $0
   Related Organizations $0
   Government Grants $0
Total Contributions $14,637,656
   Program Service Revenue $0
Total Primary Revenue $14,637,656
   Other Revenue $736,737
TOTAL REVENUE $15,374,393
   
EXPENSES  
   Program Expenses $12,911,935
   Administrative Expenses $948,460
   Fundraising Expenses $1,242,009
TOTAL FUNCTIONAL EXPENSES $15,102,404
   
Payments to Affiliates $145,052
Excess (or Deficit) for the year $271,989
   
Net Assets $17,629,227

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 $8,635,789 66.9%
Donor Designations $2,147,565 16.6%
Community Impact/Service Division $1,711,015 13.3%

Ratings History
United Way of the Battle Creek and Kalamazoo Region has received 7 consecutive 4-star ratings from Charity Navigator.

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
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, 2016
  • March, 2015
  • March, 2014
  • March, 2013
  • March, 2012

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
$162,478 1.07% Michael J. Larson President and CEO

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.

Highly Rated

Charity Name & State Overall Score Overall Rating
United Way of the Battle Creek and Kalamazoo Region (MI) 92.02 four stars
United Way of Wyandotte County (KS) 87.30 three stars
United Way of Siouxland (IA) 88.12 three stars
United Way of Central Jersey (NJ) 95.87 four stars
Greater Ottawa County United Way (MI) 90.87 four stars

Compare These Charities (Highly Rated)

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Charity Contact Info

United Way of the Battle Creek and Kalamazoo Region
709 South Westnedge Avenue
Kalamazoo, MI 49007
tel: (269) 343-2524
EIN: 38-1359193

Visit Web Site

Board Leadership

Erick Stewart
Board Chair

CEO

Chris Sargent
Interim Chief Executive Officer

[ X ]

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