Form990
Click to see attachment
Department of the Treasury
Internal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except black lung benefit trust or private foundation)

MediumBullet The organization may have to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0047
2011
Open to Public Inspection
A For the calendar year, or tax year beginning 04-01-2011 and ending 03-31-2012
BCheck if applicable:
CName of organization
Greater Kalamazoo United Way Inc
 
Doing Business As
 
 
Number and street (or P.O. box if mail is not delivered to street address)
709 S Westnedge Avenue
 
Room/suite
City or town, state or country, and ZIP + 4
Kalamazoo, MI49007
D Employer identification number

38-1359193
E Telephone number

G Gross receipts $ 11,083,237
F Name and address of principal officer:
MICHAEL J LARSON
709 S WESTNEDGE AVE
KALAMAZOO,MI49007
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
www.kalamazoounitedway.org
H(a)
Is this a group return for
affiliates?
H(b)
Are all affiliates included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:
 
L Year of formation: 1926
M State of legal domicile: MI
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: THE GREATER KALAMAZOO UNITED WAY ADVANCES THE COMMON GOOD BY CREATING OPPORTUNITIES FOR A BETTER LIFE FOR ALL. WE WORK TO MOBILIZE THE CARING POWER OF OUR COMMUNITY IN ORDER TO IMPROVE LIVES.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a)..... 3 38
4 Number of independent voting members of the governing body (Part VI, line 1b) .... 4 38
5 Total number of individuals employed in calendar year 2011 (Part V, line 2a) ... 5 32
6 Total number of volunteers (estimate if necessary) .... 6 2,050
7a Total unrelated business revenue from Part VIII, column (C), line 12 .. 7a 0
b Net unrelated business taxable income from Form 990-T, line 34 .. 7b  
Revenues; Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 10,098,514 10,789,904
9 Program service revenue (Part VIII, line 2g) ......... 0 0
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 71,244 44,516
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 115,111 130,360
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 10,284,869 10,964,780
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 6,849,025 7,078,907
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 1,474,554 1,841,458
16a Professional fundraising fees (Part IX, column (A), line 11e)..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet936,964    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24f).... 632,946 1,061,122
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 8,956,525 9,981,487
19 Revenue less expenses. Subtract line 18 from line 12....... 1,328,344 983,293
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 12,828,377 14,193,567
21 Total liabilities (Part X, line 26)............. 3,209,160 3,591,057
22 Net assets or fund balances. Subtract line 21 from line 20..... 9,619,217 10,602,510
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title.
Paid preparer use only
Print/type preparer's name
 
Preparer's signature
Date
PTIN
Firm's name Right pointing arrowhead image

Firm's EIN Right pointing arrowhead image
Firm's address Right pointing arrowhead image



Phone no.
May the IRS discuss this return with the preparer shown above? See instructions .........bullet
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y
Form 990 (2011)
Form 990 (2011)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response to any question in this Part III .........
1
Briefly describe the organization’s mission: THE GREATER KALAMZOO UNITED WAY'S MISSION IS TO MOBILIZE THE CARING POWER OF OUR COMMUNITY TO IMPROVE LIVES. OUR VISION IS TO ENGAGE PEOPLE IN BUILDING AND SUSTAINING A VIBRANT COMMUNITY.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? ....................
If “Yes,” describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program services? ..........................
If “Yes,” describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations and section 4947(a)(1) trusts are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 5,296,000 including grants of $ 5,296,000 ) (Revenue $   )
PROGRAM INVESTMENTS - THE GREATER KALAMAZOO UNITED WAY ADVANCES THE COMMON GOOD BY CREATING OPPORTUNITIES FOR A BETTER LIFE FOR ALL. WE FOCUS ON EDUCATION, INCOME AND HEALTH - THE BUILDING BLOCKS FOR A GOOD QUALITY LIFE. THESE ACTIVITIES ARE FUNDED BY THE ANNUAL CAMPAIGN FOR OUTCOME-BASED INVESTMENTS IN AGENCY PROGRAMS.
4b (Code:   ) (Expenses $ 1,782,907 including grants of $ 1,782,907 ) (Revenue $   )
DONOR DESIGNATIONS - THE GREATER KALAMAZOO UNITED WAY ALLOWS DONORS TO DESIGNATE GIFTS TO OTHER UNITED WAYS OR OTHER QUALIFYING AGENCIES. APPROXIMATELY 5,300 DONORS DESIGNATED THEIR GIFTS TO 632 AGENCIES.
4c (Code:   ) (Expenses $ 762,727 including grants of $   ) (Revenue $   )
GRANTS AND INITIATIVES - INCLUDES ACTIVITIES THAT DELIVER SERVICES FUNDED BY SOURCES OTHER THAN THE ACTUAL CAMPAIGN, SUCH AS YOUTH UNITED WAY, KALAMAZOO YOUTH DEVELOPMENT NETWORK (KYDNET), AND EVICTION DIVERSION.
(Code:   ) (Expenses $ 560,412 including grants of $   ) (Revenue $   )
COMMUNITY INVESTMENT
(Code:   ) (Expenses $ 117,270 including grants of $   ) (Revenue $   )
COMMUNITY SERVICE
4d Other program services (Describe in Schedule O.)
(Expenses $ 677,682 including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet$ 8,519,316
Form 990 (2011)
Form 990 (2011)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If “Yes,” complete Schedule AClick to see attachment.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors? Click to see attachment........
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If “Yes,” complete Schedule C, Part IClick to see attachment..........
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities? If “Yes,” complete Schedule C,
Part IIClick to see attachment.........................
4
Yes
 
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If “Yes,” complete Schedule C, Part III........................
5
 
 
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If “Yes,” complete Schedule D, Part IClick to see attachment....................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas or historic structures? If “Yes,” complete Schedule D, Part IIClick to see attachment...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If “Yes,” complete Schedule D, Part III Click to see attachment....................
8
 
No
9
Did the organization report an amount in Part X, line 21; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If “Yes,”
complete Schedule D, Part IVClick to see attachment...................
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? If “Yes,” complete Schedule D, Part VClick to see attachment
10
Yes
 
11
If the organization’s answer to any of the following questions is ‘Yes,’ then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable:
a
Did the organization report an amount for land, buildings, and equipment in Part X, line10? If “Yes,” complete Schedule D, Part VI.Click to see attachment
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VII.Click to see attachment
11b
Yes
 
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VIII.Click to see attachment
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part IX.Click to see attachment
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If “Yes,” complete Schedule D, Part X.Click to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If “Yes,” complete Schedule D, Part X.Click to see attachment
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year?
If “Yes,” complete Schedule D, Parts XI, XII, and XIII Click to see attachment
12a
Yes
 
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If “Yes,” and if the organization answered ‘No’ to line 12a, then completing Schedule D, Parts XI, XII, and XIII is optional Click to see attachment
12b
 
No
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If “Yes,” complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States?....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States or aggregate foreign investments valued at $100,000 or more? If “Yes,” complete Schedule F, Part I.........
14b
 
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or assistance to any organization or entity located outside the U.S.? If “Yes,” complete Schedule F, Part II..
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or assistance to individuals located outside the U.S.? If “Yes,” complete Schedule F, Part III..
16
 
No
17
Did the organization report a total of more than $15,000, of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If “Yes,” complete Schedule G, Part I
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If “Yes,” complete Schedule G, Part II..........
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If “Yes,” complete Schedule G, Part III...................
19
 
No
20a
Did the organization operate one or more hospitals? If “Yes,” complete Schedule H.....
20a
 
No
b
If “Yes” to line 20a, did the organization attach a copy of its audited financial statement to this return? Note. All Form 990 filers that operated one or more hospitals must attach audited financial statements.
20b
 
 
Form 990 (2011)
Form 990 (2011)
Page 4
Part IV
Checklist of Required Schedules (continued)
21
Did the organization report more than $5,000 of grants and other assistance to any government or organization in the United States on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.. Click to see attachment
21
Yes
 
22
Did the organization report more than $5,000 of grants and other assistance to individuals in the United States on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III..... Click to see attachment
22
 
No
23
Did the organization answer “Yes” to Part VII, Section A, questions 3, 4, or 5, about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If “Yes,” complete Schedule J................ Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer questions 24b–24d and complete Schedule K. If “No,” go to line 25................
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds?......................
24c
 
 
d
Did the organization act as an “on behalf of” issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If “Yes,” complete Schedule L, Part I...... Click to see attachment
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If “Yes,” complete Schedule L, Part I................ Click to see attachment
25b
 
No
26
Was a loan to or by a current or former officer, director, trustee, key employee, highly compensated employee, or disqualified person outstanding as of the end of the organization’s tax year? If “Yes,” complete Schedule L,
Part II......................... Click to see attachment
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If “Yes,” complete Schedule L, Part III......... Click to see attachment
27
 
No
28
Was the organization a party to a business transaction with one of the following parties? (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If “Yes,” complete Schedule L, Part IV ......................... Click to see attachment
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If “Yes,”
complete Schedule L, Part IV................... Click to see attachment
28b
 
No
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or owner? If “Yes,” complete Schedule L, Part IV.. Click to see attachment
28c
Yes
 
29
Did the organization receive more than $25,000 in non-cash contributions? If “Yes,” complete Schedule MClick to see attachment
29
Yes
 
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If “Yes,” complete Schedule M............ Click to see attachment
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If “Yes,” complete Schedule N,
Part I...........................
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If “Yes,” complete Schedule N, Part II.......................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If “Yes,” complete Schedule R, Part I........
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If “Yes,” complete Schedule R, Parts II, III, IV, and V, line 1.....................
34
 
No
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
 
No
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If “Yes,” complete Schedule R, Part V, line 2...
35b
 
No
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If “Yes,” complete Schedule R, Part V, line 2...........
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If “Yes,” complete Schedule R, Part VI
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11 and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2011)
Form 990 (2011)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response to any question in this Part V .........
Yes
No
1a
Enter the number reported in Box 3 of Form 1096. Enter -0- if not applicable. .......
1a
10
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable.
1b
1
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax Statements filed for the calendar year ending with or within the year covered by this return .....................
2a
32
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?

Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file. (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?.............................
3a
 
No
b
If “Yes,” has it filed a Form 990-T for this year? If “No,” provide an explanation in Schedule O.....
3b
 
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account or securities account)?.......................
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts.
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If “Yes” to line 5a or 5b, did the organization file Form 8886-T? ........
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible?..........
6a
 
No
b
If “Yes,” did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?........................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?....................
7a
 
No
b
If “Yes,” did the organization notify the donor of the value of the goods or services provided?.....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?...........................
7c
 
No
d
If “Yes,” indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?..........................
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?...................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?...............
7h
 
 
8
Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess business holdings at any time during the year?................
8
 
No
9
Sponsoring organizations maintaining donor advised funds.
a
Did the organization make any taxable distributions under section 4966?.........
9a
 
No
b
Did the organization make a distribution to a donor, donor advisor, or related person?......
9b
 
No
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them) ........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If “Yes,” enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note. All 501(c)(29) organizations must list in Schedule O each state in which they are licensed to issue qualified health plans, the amount of reserves required by each state, and the amount of reserves the organization allocated to each state.
13a
 
 
b
Enter the aggregate amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans.
13b
 
c
Enter the aggregate amount of reserves on hand.
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If “No,” provide an explanation in Schedule O..
14b
 
No
Form 990 (2011)
Form 990 (2011)
Page 6
Part VI
Governance, Management, and Disclosure For each “Yes” response to lines 2 through 7b below, and for a “No” response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response to any question in this Part VI .........
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year
If the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
1a
38
b
Enter the number of voting members included in line 1a, above, who are independent .................
1b
38
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
Yes
 
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed?
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
 
No
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? .................
7a
 
No
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ............
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .........................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ..........
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If “Yes,” provide the names and addresses in Schedule O .....
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal
Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If “Yes,” did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes? ....
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form?
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review the Form 990. .....
12a
Did the organization have a written conflict of interest policy? If “No,” go to line 13.......
12a
Yes
 
b
Were officers, directors or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If “Yes,” describe in Schedule O how this was done ....................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes," to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If “Yes,” did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
MI
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how), the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, physical address, and telephone number of the person who possesses the books and records of the organization: MediumBullet
LISA STOVER
709 S WESTNEDGE AVE
KALAMAZOO,MI49007
(269) 343-2524
Form 990 (2011)
Form 990 (2011)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response to any question in this Part VII .........
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation, and current key employees. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organizations compensated any current or former officer, director, or trustee.
(A)
Name and Title 		(B)
Average hours per week (describe hours for related organizations in Schedule O) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;
(1) JEFF AMPEY
DIRECTOR
 5.0 X                
(2) KATHLEEN CAIN-BABBITT
LABOR CHAIR
 5.0 X                
(3) CECILY CAGLE
DIRECTOR
 5.0 X                
(4) DOUG CALLANDER
LEGAL COUNSEL
 5.0 X                
(5) DAWNANNE CORBIT
PAST CHAIR
 5.0 X                
(6) DAVID FURGASON
TREASURER
 5.0 X   X            
(7) LAURA HOWARD
VICKSBURG REP
 5.0 X                
(8) JAMES Stephanak
BOARD CHAIR
 5.0 X   X            
(9) ELIZABETH BURNS
COMMUNITY INVESTMENT CHAIR
 5.0 X                
(10) TIMOTHY LIGGETT
GULL LAKE REP
 5.0 X                
(11) KEN DAVIS
DIRECTOR
 5.0 X                
(12) Eileen Wilson-Oyelaran
DIRECTOR
 5.0 X                
(13) RON KITCHENS
CAMPAIGN CHAIR
 5.0 X                
(14) RICK CHAMBERS
DIRECTOR
 5.0 X                
(15) LEROY CRABTREE
DIRECTOR
 5.0 X                
(16) MIRIAM SHANNON
GALESBURG REP
 5.0 X                
(17) JANE TAMRAZ
MARKETING CHAIR
 5.0 X                
Form 990 (2011)
Form 990 (2011)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title 		(B)
Average hours per week (describe hours for related organizations in Schedule O) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;
(18) MILLIE LAMBERT
DIRECTOR
 5.0 X                
(19) BJORN GREEN
DIRECTOR
 5.0 X                
(20) ALBERT LITTLE
DIRECTOR
 5.0 X                
(21) Paul Spaude
DIRECTOR
 5.0 X                
(22) JAMES BARNUM
COMMUNITY INVESTMENT VICE-CHAI
 5.0 X                
(23) MAURICE EVANS
DIRECTOR
 5.0 X                
(24) RICH MACDONALD
SECRETARY
 5.0 X   X            
(25) Stephen MacMillan
DIRECTOR
 5.0 X                
(26) DAVE TOMKO
DIRECTOR
 5.0 X                
(27) KEN COLLARD
DIRECTOR
 5.0 X                
(28) JOEL BROOKS
DIRECTOR
 5.0 X                
(29) JOHN DUNN
DIRECTOR
 5.0 X                
(30) PAMELA LIGHTVOET
DIRECTOR
 5.0 X                
(31) TIM KILMARTIN
BOARD VICE CHAIR
 5.0 X   X            
(32) MONICA PERKINS
DIRECTOR
 5.0 X                
(33) JEFF DENOOYER
DIRECTOR
 5.0 X                
(34) DALE HEIN
DIRECTOR
 5.0 X                
(35) DENISE CRAWFORD
DIRECTOR
 5.0 X                
(36) SUE REINOEHL
DIRECTOR
 5.0 X                
(37) SYDNEY WALDORF
DIRECTOR
 5.0 X                
(38) NANCY WOOD
COMSTOCK REP.
 5.0 X                
(39) MICHAEL J LARSON
PRESIDENT/CEO
 40.0     X       145,910 0 29,688
(40) LISA STOVER
FINANCE DIRECTOR
 40.0     X       71,317 0 5,040
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 217,227 0 34,728
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organizationMediumBullet1
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If “Yes,” complete Schedule J for such individual .............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If “Yes,” complete Schedule J for such individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If “Yes,” complete Schedule J for such person .....
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
NONE
 
  		   
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet0
Form 990 (2011)
Form 990 (2011)
Page 9
Part VIII
Statement of Revenue
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512, 513, or 514
Contributions, Gifts, Grants and Other Similar Amounts 1a Federated campaigns..1a 83,544
b Membership dues....1b  
c Fundraising events....1c  
d Related organizations...1d  
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and
similar amounts not included above1f 		10,706,360
g Noncash contributions included in lines 1a-1f:$ 118,457
h Total. Add lines 1a-1f.......MediumBullet 10,789,904
Program Service Revenue Business Code
2a
b
c
d
e
f All other program service revenue .        
g Total. Add lines 2a–2f........MediumBullet 0
Other Revenue 3 Investment income (including dividends, interest
and other similar amounts).....MediumBullet 44,516     44,516
4 Income from investment of tax-exempt bond proceeds..MediumBullet 0      
5 Royalties............MediumBullet 0      
(i) Real (ii) Personal
6a Gross rents 4,215  
b Less: rental expenses    
c Rental income or (loss) 4,215  
d Net rental income or (loss).......MediumBullet 4,215     4,215
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 118,457  
b Less: cost or other basis and sales expenses 118,457  
c Gain or (loss)    
d Net gain or (loss)..........MediumBullet 0      
8a Gross income from fundraising events (not including
$  
of contributions reported on line 1c). See Part IV, line 18 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from fundraising events..MediumBullet 0    
9a Gross income from gaming activities.
See Part IV, line 19 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from gaming activities...MediumBullet 0      
10a Gross sales of inventory, less
returns and allowances .
a  
b Less: cost of goods sold ..b  
c Net income or (loss) from sales of inventory..MediumBullet 0      
Miscellaneous Revenue Business Code
11a COST RECOVERY FEE 900,099 110,288 110,288    
b OTHER INCOME 900,099 15,857 15,857    
c            
d All other revenue ....        
e Total. Add lines 11a–11d ......MediumBullet 126,145
12 Total revenue. See Instructions....MediumBullet 10,964,780 126,145   48,731
Form 990 (2011)
Form 990 (2011)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A) but are not required to complete columns (B), (C), and (D).
Check if Schedule O contains a response to any question in this Part IX. .........
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising expenses
1 Grants and other assistance to governments and organizations in the United States. See Part IV, line 21 7,078,907 7,078,907
2 Grants and other assistance to individuals in the United States. See Part IV, line 22 0  
3 Grants and other assistance to governments, organizations, and individuals outside the United States. See Part IV, lines 15 and 16 0  
4 Benefits paid to or for members 0  
5 Compensation of current officers, directors, trustees, and key employees .... 232,837 10,378 167,635 54,824
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .... 0      
7 Other salaries and wages 1,197,784 720,538 97,003 380,243
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 96,863 37,188 20,545 39,130
9 Other employee benefits ....... 231,482 91,686 56,936 82,860
10 Payroll taxes ........... 82,492 34,640 18,212 29,640
11 Fees for services (non-employees):        
a Management ...... 0      
b Legal ......... 0      
c Accounting ........... 26,524   26,524  
d Lobbying ........... 0      
e Professional fundraising. See Part IV, line 17.. 0  
f Investment management fees ...... 0      
g Other .......... 435,645 353,583 52,085 29,977
12 Advertising and promotion .... 206,477 34,197 4,413 167,867
13 Office expenses ....... 45,850 17,085 5,179 23,586
14 Information technology ...... 0      
15 Royalties .. 0      
16 Occupancy ........... 43,940 16,521 10,458 16,961
17 Travel ............ 18,900 6,804 5,137 6,959
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ...... 0      
19 Conferences, conventions, and meetings .... 29,461 13,349 3,201 12,911
20 Interest ........... 0      
21 Payments to affiliates ....... 81,636 30,695 19,429 31,512
22 Depreciation, depletion, and amortization ..... 56,650 21,300 13,483 21,867
23 Insurance .............. 0      
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24f. If line 24f amount exceeds 10% of line 25, column (A) amount, list line 24f expenses on Schedule O.)
a EQUIPMENT RENTAL & MAINTENANCE 39,328 14,404 8,896 16,028
b D&O INSURANCE 2,519   2,519  
c DUES 43,634 16,555 10,315 16,764
d MISCELLANEOUS 30,558 21,486 3,237 5,835
e
f All other expenses        
25 Total functional expenses. Add lines 1 through 24f 9,981,487 8,519,316 525,207 936,964
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2011)
Form 990 (2011)
Page 11
Part X Balance Sheet
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash—non-interest-bearing .......... 0 1 0
2 Savings and temporary cash investments ....... 5,332,392 2 5,383,781
3 Pledges and grants receivable, net ......... 4,208,325 3 4,708,140
4 Accounts receivable, net ......... 0 4 0
5 Receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L .......... 0 5 0
6 Receivables from other disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B). Complete Part II of
Schedule L .......... 0 6 0
7 Notes and loans receivable, net ............. 0 7 0
8 Inventories for sale or use .............. 0 8 0
9 Prepaid expenses and deferred charges ............ 12,819 9 46,429
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 2,008,223
b Less: accumulated depreciation. ..... 10b 1,505,250 490,099 10c 502,973
11 Investments—publicly traded securities .......... 0 11 0
12 Investments—other securities. See Part IV, line 11 ...... 2,770,744 12 3,534,670
13 Investments—program-related. See Part IV, line 11 .. 0 13 0
14 Intangible assets ......... 0 14 0
15 Other assets. See Part IV, line 11 ........... 13,998 15 17,574
16 Total assets. Add lines 1 through 15 (must equal line 34)... 12,828,377 16 14,193,567
Liabilities 17 Accounts payable and accrued expenses . 124,541 17 213,681
18 Grants payable .......... 2,310,782 18 2,397,427
19 Deferred revenue .......... 0 19 0
20 Tax-exempt bond liabilities .......... 0 20 0
21 Escrow or custodial account liability. Complete Part IV of Schedule D.. 0 21 0
22 Payables to current and former officers, directors, trustees, key
employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L.......... 0 22 0
23 Secured mortgages and notes payable to unrelated third parties .. 0 23 0
24 Unsecured notes and loans payable to unrelated third parties .... 0 24 0
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D..... 773,837 25 979,949
26 Total liabilities. Add lines 17 through 25..... 3,209,160 26 3,591,057
Net Assets or Fund Balance Organizations that follow SFAS 117, check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets ..... 2,722,100 27 3,392,535
28 Temporarily restricted net assets ..... 6,897,117 28 7,209,975
29 Permanently restricted net assets ..... 0 29 0
Organizations that do not follow SFAS 117, check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds .....   30  
31 Paid-in or capital surplus, or land, building or equipment fund .....   31  
32 Retained earnings, endowment, accumulated income, or other funds   32  
33 Total net assets or fund balances ..... 9,619,217 33 10,602,510
34 Total liabilities and net assets/fund balances ..... 12,828,377 34 14,193,567
Form 990 (2011)
Form 990 (2011)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response to any question in this Part XI .........
1
Total revenue (must equal Part VIII, column (A), line 12) ...
1
10,964,780
2
Total expenses (must equal Part IX, column (A), line 25) ....
2
9,981,487
3
Revenue less expenses. Subtract line 2 from line 1 ...
3
983,293
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
9,619,217
5
Other changes in net assets or fund balances (explain in Schedule O) ...
5
 
6
Net assets or fund balances at end of year. Combine lines 3, 4, and 5 (must equal Part X, line 33, column (B)) ....
6
10,602,510
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response to any question in this Part XII .........
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?....
2a
 
No
b
Were the organization’s financial statements audited by an independent accountant?........
2b
Yes
 
c
If “Yes,” to 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant? If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O. ...........................
2c
Yes
 
d
If “Yes” to line 2a or 2b, check a box below to indicate whether the financial statements for the year were issued on a separate basis, consolidated basis, or both:
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133? ................
3a
 
No
b
If “Yes,” did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits. ..
3b
 
 
Form 990 (2011)
Additional Data


Software ID:  
Software Version:  
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section
4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ. right arrow See separate instructions.
OMB No. 1545-0047
2011
Open to Public
Inspection
Name of the organization
Greater Kalamazoo United Way Inc
 
Employer identification number

38-1359193
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
f
g
(i) a person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the the supported organization? ................
11g(i)
 
 
(ii) a family member of a person described in (i) above? ......................
11g(ii)
 
 
(iii) a 35% controlled entity of a person described in (i) or (ii) above? ................
11g(iii)
 
 
h
(i)
Name of supported organization 		(ii)
EIN 		(iii)
Type of organization (described on lines 1- 9 above or IRC section (see instructions)) 		(iv)
Is the organization in col. (i) listed in your governing document? 		(v)
Did you notify the organization in col. (i) of your support? 		(vi)
Is the organization in col. (i) organized in the U.S.? 		(vii)
Amount of support?
Yes No Yes No Yes No
Total                  

For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2011
Schedule A (Form 990 or 990-EZ) 2011
Page 2
Part II
Support Schedule for Organizations Described in IRC 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year(or fiscal year beginning in) (a) 2007 (b) 2008 (c) 2009 (d) 2010 (e) 2011 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .... 9,213,931 9,030,347 324,943 10,098,514 10,789,904 39,457,639
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3.. 9,213,931 9,030,347 324,943 10,098,514 10,789,904 39,457,639
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..           7,152,595
6 Public Support. Subtract line 5 from line 4.           32,305,044
Section B. Total Support
Calendar year(or fiscal year beginning in) (a) 2007 (b) 2008 (c) 2009 (d) 2010 (e) 2011 (f) Total
7 Amounts from line 4.. 9,213,931 9,030,347 324,943 10,098,514 10,789,904 39,457,639
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. 175,788 152,499 26,219 71,244 44,516 470,266
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. (Explain in Part IV.) Do not include gain or loss from the sale of capital assets.. 137,565 126,836 41,981 115,112 130,360 551,854
11 Total support (Add lines 7 through 10).           40,479,759
12
12
 
13
Section C. Computation of Public Support Percentage
14
14
79.805 %
15
15
98.341 %
16a
b
17a
b
18
Schedule A (Form 990 or 990-EZ) 2011
Schedule A (Form 990 or 990-EZ) 2011
Page 3
Part III
Support Schedule for Organizations Described in IRC 509(a)(2)
(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year(or fiscal year beginning in) (a) 2007 (b) 2008 (c) 2009 (d) 2010 (e) 2011 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......            
3 Gross receipts from activities that are not an unrelated trade or business under section 513..            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge..            
6 Total. Add lines 1 through 5.            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons...            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public Support (Subtract line 7c from line 6.)            
Section B. Total Support
Calendar year (or fiscal year beginning in) (a) 2007 (b) 2008 (c) 2009 (d) 2010 (e) 2011 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)            
13 Total support (Add lines 9, 10c, 11 and 12.).            
14
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2011
Schedule A (Form 990 or 990-EZ) 2011
Page 4
Part IV
Supplemental Information. Supplemental Information. Complete this part to provide the explanation required by Part II, line 10; Part II, line 17a or 17b; or Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Explanation
 
 
 
 
Schedule A (Form 990 or 990-EZ) 2011

Additional Data


Software ID:  
Software Version:  
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors
Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
OMB No. 1545-0047
2011
Name of organization
Greater Kalamazoo United Way Inc
 
Employer identification number

38-1359193
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ





Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......................... Arrow Bullet   $    
Caution. An Organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
Form 990-EZ or on Part I, line 2, of its Form 990-PF, to certify that it does not meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2011)

Page 2
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
Name of organization
Greater Kalamazoo United Way Inc
  		Employer identification number

38-1359193
Part I
Contributors (see Instructions). Use duplicate copies of Part I if additional space is needed.
     
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
RESTRICTED
RESTRICTED
 

     
RESTRICTED
RESTRICTED  
RESTRICTED, RESTRICTED   RESTRICTED

$RESTRICTED




(Complete Part II if there is a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is a noncash contribution.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)

Page 3
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
Name of organization
Greater Kalamazoo United Way Inc
  		Employer identification number

38-1359193
Part II
Noncash Property (see Instructions). Use duplicate copies of Part II if additional space is needed.
     
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions). 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions). 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions). 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions). 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions). 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions). 		(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)

Page 4
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
Name of organization
Greater Kalamazoo United Way Inc
  		Employer identification number

38-1359193
Part III
Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
that total more than $1,000 for the year. Complete columns (a) through (e) and the following line entry.
For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet $  
Use duplicate copies of Part III if additional space is needed
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)

Additional Data


Software ID:  
Software Version:  
SCHEDULE C
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Political Campaign and Lobbying Activities

For Organizations Exempt From Income Tax Under section 501(c) and section 527
SchCMd Bullet Complete if the organization is described below.
SchCMd Bullet Attach to Form 990 or Form 990-EZ. SchCMd Bullet See separate instructions.
OMB No. 1545-0047
2011
Open to Public
Inspection
If the organization answered “Yes” to Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet Section 527 organizations: Complete Part I-A only.
If the organization answered “Yes” to Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)) Complete Part II-A. Do not complete Part II-B.
Round Bullet Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered “Yes” to Form 990, Part IV, Line 5 (Proxy Tax) or Form 990-EZ, line 35c (Proxy Tax), then
Round Bullet Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of the organization
Greater Kalamazoo United Way Inc
 
Employer identification number

38-1359193
Part I-A
Complete if the organization is exempt under section 501(c) or is a section 527 organization.

1
Provide a description of the organization’s direct and indirect political campaign activities in Part IV.
2
Political expenditures ....................................SchCMd Bullet
$  
3
Volunteer hours ........................................
 

Part I-B
Complete if the organization is exempt under section 501(c)(3).
1
Enter the amount of any excise tax incurred by the organization under section 4955 .........SchCMd Bullet
$  
2
Enter the amount of any excise tax incurred by organization managers under section 4955 ......SchCMd Bullet
$  
3
If the organization incurred a section 4955 tax, did it file Form 4720 for this year? ..............
4a
Was a correction made? .........................................
b
If "Yes," describe in Part IV.
Part I-C
Complete if the organization is exempt under section 501(c) except section 501(c)(3).
1
Enter the amount directly expended by the filing organization for section 527 exempt function activities SchCMd Bullet
$  
2
Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ...................................SchCMd Bullet

$  
3
Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b..SchCMd Bullet

$  
4
Did the filing organization file Form 1120-POL for this year? ..........................
5
Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.
(a) Name (b) Address (c) EIN (d) Amount paid from filing organization's funds. If none, enter -0-. (e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.










For Privacy Act and Paperwork Reduction Act Notice, see the instructions for Form 990.
Cat. No. 50084S
Schedule C (Form 990 or 990-EZ) 2011

Schedule C (Form 990 or 990-EZ) 2011
Page 2
Part II-A
Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).
A Check expenses, and share of excess lobbying expenditures).
B Check
Limits on Lobbying Expenditures
(The term "expenditures" means amounts paid or incurred.) 		(a) Filing
organization's
totals 		(b) Affiliated group
totals
1a Total lobbying expenditures to influence public opinion (grass roots lobbying) ......    
b Total lobbying expenditures to influence a legislative body (direct lobbying) .......    
c Total lobbying expenditures (add lines 1a and 1b) ...................    
d Other exempt purpose expenditures ........................    
e Total exempt purpose expenditures (add lines 1c and 1d) ...............    
f Lobbying nontaxable amount. Enter the amount from the following table in both
columns.		    
  If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:    
  Not over $500,00020% of the amount on line 1e.    
  Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.    
  Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.    
  Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.    
  Over $17,000,000$1,000,000.    
       
g Grassroots nontaxable amount (enter 25% of line 1f) .................    
h Subtract line 1g from line 1a. If zero or less, enter -0-. ................    
i Subtract line 1f from line 1c. If zero or less, enter -0-. ................    
j If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting
section 4911 tax for this year? ......................................

4-Year Averaging Period Under Section 501(h)
(Some organizations that made a section 501(h) election do not have to complete all of the five
columns below. See the instructions for lines 2a through 2f on page 4.)
Lobbying Expenditures During 4-Year Averaging Period
  Calendar year (or fiscal year
beginning in) 		(a) 2008 (b) 2009 (c) 2010 (d) 2011 (e) Total
             
2a Lobbying non-taxable amount          
             
b Lobbying ceiling amount
(150% of line 2a, column(e)) 		         
             
c Total lobbying expenditures          
             
d Grassroots nontaxable amount          
             
e Grassroots ceiling amount
(150% of line 2d, column (e))		          
             
f Grassroots lobbying expenditures          
Schedule C (Form 990 or 990-EZ) 2011


Schedule C (Form 990 or 990-EZ) 2011
Page 3
Part II-B
Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).
For each “Yes” response to lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.
(a)
Yes
No
(b)
Amount
1
During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:
a
Volunteers? .........................................
Yes
 
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ....
Yes
 
c
Media advertisements? ....................................
 
 
 
d
Mailings to members, legislators, or the public? .........................
 
 
 
e
Publications, or published or broadcast statements? .......................
 
 
 
f
Grants to other organizations for lobbying purposes? .......................
 
 
 
g
Direct contact with legislators, their staffs, government officials, or a legislative body? ........
Yes
 
6,776
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ......
 
 
 
i
Other activities? ..........................
 
 
 
j
Total. Add lines 1c through 1i ...............................
6,776
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
 
b
If "Yes," enter the amount of any tax incurred under section 4912 .................
 
c
If "Yes," enter the amount of any tax incurred by organization managers under section 4912 .....
 
d
If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? .......
 
 
Part III-A
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).
Yes
No
1
Were substantially all (90% or more) dues received nondeductible by members? ................
1
 
 
2
Did the organization make only in-house lobbying expenditures of $2,000 or less? ................
2
 
 
3
Did the organization agree to carry over lobbying and political expenditures from the prior year? ..........
3
 
 
Part III-B
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2 are answered “No” OR (b) Part III-A, line 3 is answered “Yes”.
1
Dues, assessments and similar amounts from members .....................
1
 
2
Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political
expenses for which the section 527(f) tax was paid).
a
Current year .........................................
2a
 
b
Carryover from last year ....................................
2b
 
c
Total ...........................................
2c
 
3
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .
3
 
4
If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ................................
4
 
5
Taxable amount of lobbying and political expenditures (see instructions) ..............
5
 
Part IV
Supplemental Information
Complete this part to provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, Part II-A; line 5; and Part ll-B, line 1.
Also, complete this part for any additional information.
Identifier Return Reference Explanation
PART IV FORM 990, SCHEDULE C, PAGE 3, PART IV LOBBYING ACTIVITIES TOPICS CONSISTED OF 2-1-1, VITA FUNDS, AND EARLY CHILDHOOD.
Schedule C (Form 990 or 990EZ) 2011

Additional Data


Software ID:  
Software Version:  

SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," to Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b
SchDMd Bullet Attach to Form 990. SchDMd Bullet See separate instructions.
OMB No. 1545-0047
2011
Open to Public Inspection
Name of the organization
Greater Kalamazoo United Way Inc
 
Employer identification number

38-1359193
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .......    
2 Aggregate contributions to (during year) ...    
3 Aggregate grants from (during year) ...    
4 Aggregate value at end of year .......    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ....................... 2a  
b Total acreage restricted by conservation easements .................. 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 8/17/06, and not on a historic structure listed in the National Register .................... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and
enforcement of the conservation easements it holds? .............................
6
Staff and volunteer hours devoted to monitoring, inspecting and enforcing conservation easements during the year SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section
170(h)(4)(B)(i) and 170(h)(4)(B)(ii)? ....................................
9
In Part XIV, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" to Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of
art, historical treasures, or other similar assets held for public exhibition, education or research in furtherance of public service,
provide, in Part XIV, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art,
historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service,
provide the following amounts relating to these items:
(i)
Revenues included in Form 990, Part VIII, line 1 ........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ..............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 (ASC 958), relating to these items:
a
Revenues included in Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Privacy Act and Paperwork Reduction Act Notice, see the Intructions for Form 990
Cat. No. 52283D
Schedule D (Form 990) 2011

Schedule D (Form 990) 2011
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s accession and other records, check any of the following that are a significant use of its collection
items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIV.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?........
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990,
Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b
If "Yes," explain the arrangement in Part XIV and complete the following table:
Amount
c Beginning balance ................................. 1c  
d Additions during the year .............................. 1d  
e Distributions during the year ............................. 1e  
f Ending balance ................................... 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21? .....................
b
If “Yes,” explain the arrangement in Part XIV.
Part V
Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
(a)Current Year (b)Prior Year (c)Two Years Back (d)Three Years Back (e)Four Years Back
1a Beginning of year balance .... 250,000 250,000 250,000 250,000
b Contributions ........        
c Net investment earnings, gains, and losses ... 3,406 10,170 5,765 20,231
d Grants or scholarships .....        
e Other expenditures for facilities
and programs ........ 		3,406 10,170 5,765 20,231
f Administrative expenses ....        
g End of year balance ...... 250,000 250,000 250,000 250,000
2
Provide the estimated percentage of the year end balance (line 1g) held as:
a
Board designated or quasi-endowment SchDMd Bullet100.000 %
b
Permanent endowment SchDMd Bullet  
c
Temporarily restricted endowment SchDMd Bullet  
The percentages in lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations ........................
3a(i)
Yes
 
(ii) related organizations ........................
3a(ii)
 
No
b
If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIV the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis (investment) (b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .................   148,666 148,666
b Buildings ................   936,960 657,198 279,762
c Leasehold improvements ............        
d Equipment ................        
e Other .................   922,597 848,052 74,545
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......SchDMdBullet 502,973
Schedule D (Form 990) 2011

Schedule D (Form 990) 2011
Page 3
Part VII
Investments—Other Securities. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)		 (b)Book value (c) Method of valuation:
Cost or end-of-year market value
(1)Financial derivatives    
(2)Closely-held equity interests    
(3)Other
(A) CERTIFICATES OF DEPOSIT 		2,913,548 F

(B) MUTUAL FUNDS 		101,630 F

(C) EQUITY SECURITY 		35,494 F

(D) US GOVERNMENT AGENCY BONDS 		483,998 F





Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet 3,534,670
Part VIII
Investments—Program Related. See Form 990, Part X, line 13.
(a) Description of investment type (b) Book value (c) Method of valuation:
Cost or end-of-year market value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. See Form 990, Part X, line 15.
(a) Description (b) Book value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities. See Form 990, Part X, line 25.
1.(a) Description of Liability (b) Book value
Federal Income Taxes 0
REFUNDABLE ADVANCE 622,671
POST-RETIREMENT BENEFIT PBL 357,278







Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 979,949
2. Fin 48 (ASC 740) Footnote. In Part XIV, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC740).
Schedule D (Form 990) 2011

Schedule D (Form 990) 2011
Page 4
Part XI Reconciliation of Change in Net Assets from Form 990 to Financial Statements
1 Total revenue (Form 990, Part VIII, column (A), line 12) .................... 1 10,964,780
2 Total expenses (Form 990, Part IX, column (A), line 25) ..................... 2 9,981,487
3 Excess or (deficit) for the year. Subtract line 2 from line 1 ............. 3 983,293
4 Net unrealized gains (losses) on investments .......................... 4  
5 Donated services and use of facilities ............................. 5  
6 Investment expenses ................................... 6  
7 Prior period adjustments .................................. 7  
8 Other (Describe in Part XIV.) ................................. 8  
9 Total adjustments (net). Add lines 4 through 8 ......................... 9  
10 Excess or (deficit) for the year per financial statements. Combine lines 3 and 9 ......... 10 983,293
Part XII Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
1 Total revenue, gains, and other support per audited financial statements ....... 1 9,181,873
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains on investments .......... 2a  
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIV.) ............ 2d -1,782,907
e Add lines 2a through 2d ..................... 2e -1,782,907
3 Subtract line 2e from line 1..................... 3 10,964,780
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIV.) ........... 4b  
c Add lines 4a and 4b....................... 4c  
5 Total Revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 10,964,780
Part XIII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
1 Total expenses and losses per audited financial statements ............. 1 8,198,580
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities .......... 2a  
b Prior year adjustments .............. 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIV.) ............ 2d  
e Add lines 2a through 2d...................... 2e  
3 Subtract line 2e from line 1..................... 3 8,198,580
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIV.) ............ 4b 1,782,907
c Add lines 4a and 4b....................... 4c 1,782,907
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 9,981,487
Part XIV
Supplemental Information
Complete this part to provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X; Part XI, line 8; Part XII, lines 2d and 4b; and Part XIII, lines 2d and 4b. Also complete this part to provide any additional information.
Identifier Return Reference Explanation
PART XII SCHEDULE D, PAGE 4, PART XII, QUESTION 2D DONOR DESIGNATIONS REPRESENTS THE GROSS AMOUNT OF CAMPAIGN FUNDING DESIGNATED BY THE DONOR TO THE OTHER AGENCIES. THE UNPAID PORTION IS HELD IN AN AGENCY CAPACITY BY THE ORGANIZATION - ($1,782,907)
PART XIII SCHEDULE D, PAGE 4, PART XIII, QUESTION 4B DONOR DESIGNATIONS - $1,782,907
PART V SCHEDULE D, PAGE 2, PART V, QUESTION 4 GENERAL OPERATIONS
PART X SCHEDULE D, PAGE 3, PART X, QUESTION 2 THE ORGANIZATION APPLIES A MORE-LIKELY-THAN-NOT RECOGNITION THRESHOLD FOR ALL TAX UNCERTAINTIES. ASC TOPIC 740 ONLY ALLOWS THE RECOGNITION OF THOSE TAX BENEFITS THAT HAVE A GREATER THAN FIFTY PERCENT LIKELIHOOD OF BEING SUSTAINED UPON EXAMINATION BY THE TAXING AUTHORITIES. BASED ON ITS EVALUATION, THE ORGANIZATION HAS CONCLUDED THERE ARE NO SIGNIFICANT UNCERTAIN TAX POSITIONS REQUIRING RECOGNITION IN ITS FINANCIAL STATEMENTS. THE ORGANIZATION IS A NONPROFIT ORGANIZATION, WHICH IS TAX-EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE.
Schedule D (Form 990) 2011

Additional Data


Software ID:  
Software Version:  




Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," to Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990
OMB No. 1545-0047
2011
Open to Public
Inspection
Name of the organization
Greater Kalamazoo United Way Inc
 
Employer identification number
38-1359193
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ....................................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Governments and Organizations in the United States. Complete if the organization answered "Yes" to
Form 990, Part IV, line 21 for any recipient that received more than $5,000. Check this box if no one recipient received more than $5,000. Use
Part IV and Schedule I-1 (Form 990) if additional space is needed ......................... lBullet
(a) Name and address of organization
or government		 (b) EIN (c) IRC Code section
if applicable		 (d) Amount of cash grant (e) Amount of non-cash
assistance		 (f) Method of valuation
(book, FMV, appraisal,
other)		 (g) Description of
non-cash assistance		 (h) Purpose of grant
or assistance
(1) AMERICAN RED CROSS
 
  		53-0196605 501(C)(3) 32,717       DONOR DESIGNATED FOR OPERATIONS
(2) CARES
 
  		38-2784545 501(C)(3) 11,686       DONOR DESIGNATED FOR OPERATIONS
(3) COMMUNITY HEALING CENTERS
 
  		38-1961500 501(C)(3) 10,764       DONOR DESIGNATED FOR OPERATIONS
(4) CONSTANCE BROWN HEARING CENTERS
 
  		38-1410463 501(C)(3) 8,039       DONOR DESIGNATED FOR OPERATIONS
(5) DOUGLASS COMMUNITY ASSOCIATION
 
  		38-1359200 501(C)(3) 17,424       DONOR DESIGNATED FOR OPERATIONS
(6) FAMILY AND CHILDREN SERVICES INC
 
  		38-2118101 501(C)(3) 42,953       DONOR DESIGNATED FOR OPERATIONS
(7) RESIDENTIAL OPPORTUNITIES INC
 
  		61-1199448 501(C)(3) 10,092       DONOR DESIGNATED FOR OPERATIONS
(8) SENIOR SERVICES INC
 
  		38-1747660 501(C)(3) 34,396       DONOR DESIGNATED FOR OPERATIONS
(9) WMU CENTER FOR DISABILITY SERVICES
 
  		38-6007327 501(C)(3) 7,171       DONOR DESIGNATED FOR OPERATIONS
(10) YMCA KALAMAZOO FAMILY
 
  		38-1360592 501(C)(3) 13,322       DONOR DESIGNATED FOR OPERATIONS
(11) BIG BROTHERS BIG SISTERS
 
  		38-1720832 501(C)(3) 33,681       DONOR DESIGNATED FOR OPERATIONS
(12) BOY SCOUTS OF AMERICA
 
  		38-1998734 501(C)(3) 46,118       DONOR DESIGNATED FOR OPERATIONS
(13) CATHOLIC FAMILY SERVICES
 
  		38-2072348 501(C)(3) 147,312       DONOR DESIGNATED FOR OPERATIONS
(14) GIRL SCOUTS HEART OF MICHIGAN
 
  		38-1581300 501(C)(3) 14,889       DONOR DESIGNATED FOR OPERATIONS
(15) SLD LEARNING CENTER
 
  		38-2055709 501(C)(3) 6,194       DONOR DESIGNATED FOR OPERATIONS
(16) ADVOCACY SERVICES FOR KIDS
 
  		20-0996694 501(C)(3) 5,789       DONOR DESIGNATED FOR OPERATIONS
(17) DISABILITY NETWORK
 
  		38-2351028 501(C)(3) 13,119       DONOR DESIGNATED FOR OPERATIONS
(18) GOODWILL INDUSTRIES INC
 
  		38-1558550 501(C)(3) 8,649       DONOR DESIGNATED FOR OPERATIONS
(19) HOUSING RESOURCES INC
 
  		38-2474879 501(C)(3) 21,713       DONOR DESIGNATED FOR OPERATIONS
(20) LEGAL AID OF WESTERN MICHIGAN
 
  		38-2156874 501(C)(3) 5,037       DONOR DESIGNATED FOR OPERATIONS
(21) MINISTRY WITH COMMUNITY
 
  		38-2596981 501(C)(3) 73,863       DONOR DESIGNATED FOR OPERATIONS
(22) MRC INDUSTRIES INC
 
  		38-1911437 501(C)(3) 14,663       DONOR DESIGNATED FOR OPERATIONS
(23) SALVATION ARMY
 
  		38-2699000 501(C)(3) 28,704       DONOR DESIGNATED FOR OPERATIONS
(24) YWCA KALAMAZOO
 
  		38-1360598 501(C)(3) 24,591       DONOR DESIGNATED FOR OPERATIONS
(25) COMSTOCK COMMUNITY CENTER
 
  		38-1902558 501(C)(3) 19,859       DONOR DESIGNATED FOR OPERATIONS
(26) GRYPHON PLACE
 
  		38-2808685 501(C)(3) 20,928       DONOR DESIGNATED FOR OPERATIONS
(27) MICHIGAN COUNCIL ON CRIME AND DELINQUENCY
 
  		38-2108273 501(C)(3) 9,672       PROGRAM OPERATING
(28) PORTAGE COMMUNITY CENTER
 
  		38-2178011 501(C)(3) 25,689       DONOR DESIGNATED FOR OPERATIONS
(29) SOUTH COUNTY COMMUNITY SERVICES
 
  		38-1961745 501(C)(3) 30,304       DONOR DESIGNATED FOR OPERATIONS
(30) FOOD BANK OF SOUTH CENTRAL MICHIGAN
 
  		38-2445948 501(C)(3) 19,330       DONOR DESIGNATED FOR OPERATIONS
(31) HOSPICE CARE OF SOUTHWEST MICHIGAN
 
  		38-2293985 501(C)(3) 115,087       DONOR DESIGNATED FOR OPERATIONS
(32) ALLEGAN AREA UNITED WAY
 
  		38-6063214 501(C)(3) 10,790       DONOR DESIGNATED FOR OPERATIONS
(33) ALTERNATIVES WOMEN'S CARE CENTER
 
  		38-2850563 501(C)(3) 18,268       DONOR DESIGNATED FOR OPERATIONS
(34) BORGESS VISITING NURSE AND HOSPICE
 
  		38-1359216 501(C)(3) 5,133       DONOR DESIGNATED FOR OPERATIONS
(35) BUILDING BLOCKS OF KALAMAZOO
 
  		06-1705642 501(C)(3) 12,000       PROGRAM OPERATING
(36) KALAMAZOO ANIMAL RESCUE
 
  		38-3058357 501(C)(3) 7,160       DONOR DESIGNATED FOR OPERATIONS
(37) KALAMAZOO DEACONS' CONFERENCE
 
  		38-2018800 501(C)(3) 7,983       DONOR DESIGNATED FOR OPERATIONS
(38) KALAMAZOO GAYLESBIAN RESOURCE CTR
 
  		38-2800996 501(C)(3) 8,590       DONOR DESIGNATED FOR OPERATIONS
(39) KALAMAZOO GOSPEL MISSION
 
  		38-1877515 501(C)(3) 37,567       DONOR DESIGNATED FOR OPERATIONS
(40) KALAMAZOO LOAVES AND FISHES
 
  		38-2420575 501(C)(3) 28,045       DONOR DESIGNATED FOR OPERATIONS
(41) KALAMAZOO YOUTH FOR CHRIST
 
  		38-1873558 501(C)(3) 6,973       DONOR DESIGNATED FOR OPERATIONS
(42) NEW GENESIS
 
  		38-2338855 501(C)(3) 11,562       DONOR DESIGNATED FOR OPERATIONS
(43) PAWS WITH A CAUSE
 
  		38-2370342 501(C)(3) 6,452       DONOR DESIGNATED FOR OPERATIONS
(44) PLANNED PARENTHOOD OF SOUTH CENTRAL MICHIGAN
 
  		38-1811120 501(C)(3) 16,081       DONOR DESIGNATED FOR OPERATIONS
(45) SPCA OF SOUTHWEST MICHIGAN
 
  		38-3614688 501(C)(3) 8,478       DONOR DESIGNATED FOR OPERATIONS
(46) ST JOSEPH CO UNITED WAY
 
  		38-6095409 501(C)(3) 10,114       DONOR DESIGNATED FOR OPERATIONS
(47) UNITED WAY OF BATTLE CREEK
 
  		38-1846794 501(C)(3) 11,926       DONOR DESIGNATED FOR OPERATIONS
(48) VAN BUREN COUNTY UNITED WAY
 
  		23-7113927 501(C)(3) 22,677       DONOR DESIGNATED FOR OPERATIONS
(49) ADVOCACY SERVICES FOR KIDS
 
  		20-0996694 501(C)(3) 31,028        
(50) AMERICAN RED CROSS
 
  		53-0196605 501(C)(3) 394,649        
(51) BIG BROTHERS BIG SISTERS
 
  		38-1720832 501(C)(3) 145,000       PROGRAM OPERATING
(52) BOY SCOUTS OF AMERICA
 
  		38-1998734 501(C)(3) 40,000       PROGRAM OPERATING
(53) BOYS AND GIRLS' CLUBS OF KALAMAZOO INC
 
  		38-1627080 501(C)(3) 296,142        
(54) CARES
 
  		38-2784545 501(C)(3) 45,000       PROGRAM OPERATING
(55) CATHOLIC FAMILY SERVICES
 
  		38-2072348 501(C)(3) 193,400       PROGRAM OPERATING
(56) COMMUNITY ADVOCATES FOR PERSONS WITH DEV DIS
 
  		38-1613581 501(C)(3) 70,000       PROGRAM OPERATING
(57) COMMUNITY HEALING CENTERS
 
  		38-1961500 501(C)(3) 291,070       PROGRAM OPERATING
(58) COMSTOCK COMMUNITY CENTER
 
  		38-1902558 501(C)(3) 102,000       PROGRAM OPERATING
(59) CONSTANCE BROWN HEARING CENTERS
 
  		38-1410463 501(C)(3) 48,652       PROGRAM OPERATING
(60) DISABILITY NETWORK
 
  		38-2351028 501(C)(3) 28,516       PROGRAM OPERATING
(61) DOUGLASS COMMUNITY ASSOCIATION
 
  		38-1359200 501(C)(3) 264,780       PROGRAM OPERATING
(62) EPILEPSY FOUNDATION
 
  		38-1508581 501(C)(3) 8,000       PROGRAM OPERATING
(63) FAMILY AND CHILDREN SERVICES INC
 
  		38-2118101 501(C)(3) 761,685       PROGRAM OPERATING
(64) GIRL SCOUTS HEART OF MICHIGAN
 
  		38-1581300 501(C)(3) 40,000       PROGRAM OPERATING
(65) GRYPHON PLACE
 
  		38-2808685 501(C)(3) 234,321       PROGRAM OPERATING
(66) GUARDIAN FINANCE AND ADVOCACY SERVICES
 
  		38-2282034 501(C)(3) 33,046       PROGRAM OPERATING
(67) HEMOPHILIA FOUNDATION
 
  		38-1905673 501(C)(3) 8,500       PROGRAM OPERATING
(68) HISPANIC AMERICAN COUNCIL
 
  		38-2437758 501(C)(3) 9,167       PROGRAM OPERATING
(69) HOUSING RESOURCES INC
 
  		38-2474879 501(C)(3) 163,000       PROGRAM OPERATING
(70) LEGAL AID OF WESTERN MICHIGAN
 
  		38-2156874 501(C)(3) 112,000       PROGRAM OPERATING
(71) MICHIGAN LEAGUE FOR HUMAN SERVICES
 
  		38-1360557 501(C)(3) 13,100       PROGRAM OPERATING
(72) MINISTRY WITH COMMUNITY
 
  		38-2596981 501(C)(3) 68,489       PROGRAM OPERATING
(73) MRC INDUSTRIES INC
 
  		38-1911437 501(C)(3) 134,384       PROGRAM OPERATING
(74) NATIONAL KIDNEY FOUNDATION
 
  		38-1559941 501(C)(3) 8,000       PROGRAM OPERATING
(75) PORTAGE COMMUNITY CENTER
 
  		38-2178011 501(C)(3) 64,260       PROGRAM OPERATING
(76) RESIDENTIAL OPPORTUNITIES INC
 
  		61-1199448 501(C)(3) 35,000       PROGRAM OPERATING
(77) SALVATION ARMY
 
  		38-2699000 501(C)(3) 89,000       PROGRAM OPERATING
(78) SENIOR SERVICES INC
 
  		38-1747660 501(C)(3) 263,749       PROGRAM OPERATING
(79) SLD LEARNING CENTER
 
  		38-2055709 501(C)(3) 65,000       PROGRAM OPERATING
(80) SOUTH COUNTY COMMUNITY SERVICES
 
  		38-1961745 501(C)(3) 86,522       PROGRAM OPERATING
(81) WMU CENTER FOR DISABILITY SERVICES
 
  		38-6007327 501(C)(6) 68,000       PROGRAM OPERATING
(82) YMCA KALAMAZOO FAMILY
 
  		38-1360592 501(C)(3) 35,000       PROGRAM OPERATING
(83) YWCA KALAMAZOO
 
  		38-1360598 501(C)(3) 333,902       PROGRAM OPERATING
(84) FAMILY HEALTH CENTER CONTRACT
 
  		23-7107569 501(C)(3) 80,000       PROGRAM OPERATING
(85) FOOD BANK OF SOUTH CENTRAL MICHIGAN
 
  		38-2445948 501(C)(3) 32,739       PROGRAM OPERATING
(86) NEW GENESIS
 
  		38-2338855 501(C)(3) 15,000       PROGRAM OPERATING
(87) UNITED WAY OF THE BAY AREA
 
  		94-1312348 501(C)(3) 6,734       DONOR DESIGNATED FOR OPERATIONS
(88) BOYS AND GIRLS' CLUBS OF KALAMAZOO INC
 
  		38-1627080 501(C)(3) 31,654        
(89) GOODWILL INDUSTRIES INC
 
  		38-1558550 501(C)(3) 130,000       PROGRAM OPERATING
(90) VOLUNTEER KALAMAZOO
 
  		38-2026621 501(C)(3) 90,894       PROGRAM OPERATING
(91) KC READY 4'S PROGRAM
 
  		  100,000       PROGRAM OPERATING
(92) GENEROUS HANDS
 
  		20-1887278 501(C)(3) 7,766       DONOR DESIGNATED FOR OPERATIONS
(93) KALAMAZOO PUBLIC LIBRARY
 
  		35-1788185 501(C)(3) 12,000       PROGRAM OPERATING
(94) UNITED WAY OF METRO DALLAS
 
  		75-6005352 501(C)(3) 9,025       DONOR DESIGNATED FOR OPERATIONS
(95) CHEFF THERAPEUTIC RIDING CENTER
 
  		38-6061238 501(C)(3) 6,937        
(96) FAIR HOUSING OF SOUTHWEST MICHIGAN
 
  		38-3442077 501(C)(3) 18,333        
(97) HABITAT FOR HUMANITY KALAMAZOO VALLEY
 
  		38-2558965 501(C)(3) 7,222       DONOR DESIGNATED FOR OPERATIONS
(98) KALAMAZOO RESA FOUNDATION
 
  		38-2478137 501(C)(3) 10,996       DONOR DESIGNATED FOR OPERATIONS
(99) MEDICAL MINISTRIES INTERNATIONAL
 
  		77-0498274 501(C)(3) 12,575       DONOR DESIGNATED FOR OPERATING COSTS
(100) OPEN DOORS
 
  		23-7088427 501(C)(3) 5,077       DONOR DESIGNATED FOR OPERATING COSTS
(101) WEST MICHIGAN CANCER CENTER
 
  		38-3061574 501(C)(3) 7,036       DONOR DESIGNATED FOR OPERATIONS
(102) COMSTOCK COMMUNITY CENTER
 
  		38-1902558 501(C)(3) 15,000       PROGRAM OPERATING
(103) KALAMAZOO COMMUNITY FOUNDATION
 
  		38-3333202 501(C)(3) 120,000       PROGRAM OPERATING
(104) KALAMAZOO CHRISTIAN SCHOOL ASSOCIATION
 
  		38-1871520 501(C)(3) 7,281       DONOR DESIGNATED FOR OPERATIONS
(105) KALAMAZOO DEACONS' CONFERENCE
 
  		38-2018800 501(C)(3) 10,000       PROGRAM OPERATING
(106) KC READY 4'S PROGRAM
 
  		  26,968       DONOR DESIGNATED FOR OPERATIONS
(107) BARRY COUNTY UNITED WAY
 
  		38-6062803 501(C)(3) 6,206       DONOR DESIGNATED FOR OPERATIONS
(108) KALAMAZOO RESA FOUNDATION
 
  		38-2478137 501(C)(3) 15,000       PROGRAM OPERATING
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
72
3
Enter total number of other organizations listed in the line 1 table ......................... . Bullet Image
1
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2011

Schedule I (Form 990) 2011
Page 2
Part III
Grants and Other Assistance to Individuals in the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 22.
Use Schedule I-1 (Form 990) if additional space is needed.
(a)Type of grant or assistance (b)Number of
recipients		 (c)Amount of
cash grant		 (d)Amount of
non-cash assistance		 (e)Method of valuation (book,
FMV, appraisal, other)		 (f)Description of non-cash assistance













Part IV
Supplemental Information. Complete this part to provide the information required in Part I, line 2, and any other additional information.
Identifier Return Reference Explanation
SCHEDULE I PART IV SCHEDULE I, PAGE 2, PART IV SUPPLEMENTAL INFORMATION SEE SCHEDULE O
Schedule I (Form 990) 2011


Additional Data


Software ID:  
Software Version:  


Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" to Form 990,
Part IV, question 23.
SchJMediumBullet Attach to Form 990. SchJMediumBullet See separate instructions.
OMB No. 1545-0047
2011
Open to Public Inspection
Name of the organization
Greater Kalamazoo United Way Inc
 
Employer identification number

38-1359193
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed in Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all the expenses described above? If "No," complete Part III to explain....
1b
 
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
officers, directors, trustees, and the CEO/Executive Director, regarding the items checked in line 1a? ....
2
 
 
3
Indicate which, if any, of the following the organization uses to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed in Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? ...............
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? ........
4b
 
No
c
Participate in, or receive payment from, an equity-based compensation arrangement? ........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3) and 501(c)(4) organizations only must complete lines 5-9.
5
For persons listed in form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ...........................
5a
 
No
b
Any related organization? .........................
5b
 
No
If "Yes," to line 5a or 5b, describe in Part III.
6
For persons listed in form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ...........................
6a
 
No
b
Any related organization? .........................
6b
 
No
If "Yes," to line 6a or 6b, describe in Part III.
7
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported in Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III .............................
8
 
No
9
If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Privacy Act and Paperwork Reduction Act Notice, see the Intructions for Form 990
Cat. No. 50053T
Schedule J (Form 990) 2011

Schedule J (Form 990) 2011
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.

Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and column (E) for that individual.
(A) Name (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits		 (E) Total of columns
(B)(i)-(D) 		(F) Compensation
reported as deferred
in prior Form 990
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
(1) MICHAEL J LARSON (i)
(ii)		 139,910
0 		0
0 		6,000
0 		14,300
0 		15,388
0 		175,598
0 		0
0















Schedule J (Form 990) 2011

Schedule J (Form 990) 2011
Page 3
Part III
Supplemental Information
Complete this part to provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4c, 5a, 5b, 6a, 6b, 7, and 8. Also complete this part for any additional information.
Identifier Return Reference Explanation
Schedule J (Form 990) 2011

Additional Data


Software ID:  
Software Version:  
Schedule L
(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Transactions with Interested Persons
MediumBullet Complete if the organization answered
"Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c,
or Form 990-EZ, Part V lines 38a or 40b.
MediumBullet Attach to Form 990 or Form 990-EZ. MediumBulletSee separate instructions.
OMB No. 1545-0047
2011
Open to Public Inspection
Name of the organization
Greater Kalamazoo United Way Inc
 
Employer identification number

38-1359193
Part I
Excess Benefit Transactions (section 501(c)(3) and section 501 (c)(4) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.
1(a) Name of disqualified person (b) Description of transaction (c) Corrected?
Yes No





2
Enter the amount of tax imposed on the organization managers or disqualified persons during the year under section 4958. ......................... Bullet Image$
 
3
Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ....... Bullet Image$
 

Part II
Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 26, or Form 990-EZ, Part V, line 38a.
(a) Name of interested person and purpose (b) Loan to or from the organization? (c)Original principal amount (d)Balance due (e) In default? (f) Approved by board or committee? (g)Written agreement?
To From Yes No Yes No Yes No
Total ...............Small Bullet $  
Part III
Grants or Assistance Benefitting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.
(a) Name of interested person (b)Relationship between interested person and the organization (c)Amount of grant or type of assistance
For Privacy Act and Paperwork Reduction Act Notice, see the
Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990 or 990-EZ) 2011
Schedule L (Form 990 or 990-EZ) 2011
Page 2
Part IV
Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of transaction (d) Description of transaction (e) Sharing of organization's revenues?
Yes No
Part V
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule L (see instructions).
Identifier Return Reference Explanation
Schedule L (Form 990 or 990-EZ) 2011

Additional Data


Software ID:  
Software Version:  




SCHEDULE M
(Form 990)

Department of the Treasury
Internal Revenue Service
NonCash Contributions
Right pointing arrow large imageComplete if the organization answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image Attach to Form 990.
OMB No. 1545-0047
2011
Open to Public Inspection
Name of the organization
Greater Kalamazoo United Way Inc
 
Employer identification number

38-1359193
Part I
Types of Property
(a)
Check if applicable 		(b)
Number of Contributions or items contributed 		(c)
Noncash contribution amounts reported on
Form 990, Part VIII, line 1g 		(d)
Method of determining
noncash contribution amounts
1 Art—Works of art ....        
2 Art—Historical treasures .        
3 Art—Fractional interests ..        
4 Books and publications ..      
5 Clothing and household
goods ....... 		     
6 Cars and other vehicles ..        
7 Boats and planes ....        
8 Intellectual property ...        
9 Securities—Publicly traded . X 20 118,457 FMV
10 Securities—Closely held stock .        
11 Securities—Partnership, LLC,
or trust interests .... 		       
12 Securities—Miscellaneous ..        
13 Qualified conservation
contribution—Historic
structures ..... 		       
14 Qualified conservation
contribution—Other ... 		       
15 Real estate—Residential .        
16 Real estate—Commercial ..        
17 Real estate—Other ...        
18 Collectibles .....        
19 Food inventory ...        
20 Drugs and medical supplies .        
21 Taxidermy ......        
22 Historical artifacts ....        
23 Scientific specimens ..        
24 Archeological artifacts ...        
25 Other Right pointing arrow large image ( )
26 Other Right pointing arrow large image( )
27 Other Right pointing arrow large image( )
28 Other Right pointing arrow large image ( )
29
Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement ...
29
 
Yes
No
30a
During the year, did the organization receive by contribution any property reported in Part I, lines 1-28 that it
must hold for at least three years from the date of the initial contribution, and which is not required to be used
for exempt purposes for the entire holding period? ..................
30a
 
No
b
If "Yes," describe the arrangement in Part II.
31
Does the organization have a gift acceptance policy that requires the review of any non-standard contributions?
31
 
No
32a
Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash
contributions? ............................
32a
Yes
 
b
If "Yes," describe in Part II.
33
If the organization did not report revenues in column (c) for a type of property for which column (a) is checked,
describe in Part II.
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 51227J
Schedule M (Form 990) 2011
Schedule M (Form 990) 2011
Page 2
Part II
Supplemental Information. Complete this part to provide the information required by Part I, lines 30b,
32b, and 33 and whether the organization is reporting in Part I, column (b) the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.
Identifier Return Reference Explanation
SCHEDULE M SCHEDULE M, PART I, QUESTION 32B DONATED PUBLICLY TRADED SECURITIES WERE TRANSFERRED TO BROKERAGE HOUSES AND SOLD AS SOON AS POSSIBLE.
Schedule M (Form 990) 2011
Additional Data


Software ID:  
Software Version:  
SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
OMB No. 1545-0047
2011
Open to Public
Inspection
Name of the organization
Greater Kalamazoo United Way Inc
 
Employer identification number

38-1359193
Identifier Return Reference Explanation
Part III 4D FORM 990, PAGE 2, PART III, 4D COMMUNITY INVESTMENT - INCLUDES ACTIVITIES THAT LEAD THE CONTINUOUS IMPROVEMENT OF THE HEALTH AND HUMAN SERVICE SECTOR THROUGH ONGOING COLLABORATION, ASSESSMENT AND WORK WITH COMMUNITY VOLUNTEERS AND A NETWORK OF COMMUNITY PARTNERSHIPS TO UNDERSTAND THE NEEDS AND TO INVEST FUNDS RAISED THROUGH THE ANNUAL CAMPAIGN IN TARGETED OUTCOME AREAS AND COMMUNITY PROGRAMS WITH MEASURABLE OUTCOMES.
PART VI FORM 990, PAGE 6, PART VI, SECTION A, QUESTION 2 BOARD MEMBERS STEPHEN MACMILLAN, DAVID FURGASON, AND MONICA PERKINS ALL WORK FOR THE SAME EMPLOYER, STRYKER CORPORATION. BOARD MEMBERS SUSAN REINOEHL AND LAURA HOWARD BOTH WORK FOR BRONSON HEALTHCARE GROUP.
PART VI FORM 990, PAGE 6, PART VI, SECTION B, QUESTION 11B THE BOARD OF DIRECTORS HAS DELEGATED THE RESPONSIBILITY FOR REVIEW AND APPROVAL OF THE 990 TO THE ORGANIZATION'S FINANCE COMMITTEE, WHICH IS CHAIRED BY THE BOARD TREASURER. THE DRAFT FORM 990 WILL BE INITIALLY REVIEWED BY THE TREASURER, WHO WILL DISTRIBUTE A COPY TO EACH MEMBER OF THE FINANCE COMMITTEE FOR REVIEW AND COMMENT. THE FINAL VERSION WILL BE AVAILABLE FOR ALL BOARD MEMBERS TO REVIEW AFTER IT HAS BEEN FILED.
PART VI FORM 990, PAGE 6, PART VI, SECTION B, QUESTION 12C UNITED WAY PROVIDES THE CONFLICT OF INTEREST POLICY TO ALL STAFF MEMBERS AND KEY VOLUNTEERS ON AN ANNUAL BASIS. THIS INCLUDES BOARD MEMBERS AND MEMBERS OF STANDING BOARD COMMITTEES. THESE GROUPS ARE REQUIRED TO SIGN THE CONFLICT OF INTEREST POLICY ANNUALLY. INDIVIDUALS ARE INSTRUCTED TO PROMPTLY NOTIFY UNITED WAY OF ANY PERCEIVED CONFLICT. CONFLICT OF INTEREST STATEMENTS ARE TRACKED AND MONITORED BY THE ADMINISTRATION DEPARTMENT. IT IS THE RESPONSIBILITY OF THE INDIVIDUAL TO MAKE UNITED WAY AWARE OF ANY CONFLICTS THAT ARISE AFTER THEY SIGN THE CONFLICT OF INTEREST DOCUMENT. IF THERE IS A REAL OR PERCEIVED CONFLICT OF INTEREST AN INDIVIDUAL MAY PARTICIPATE IN DISCUSSION AROUND A GIVEN ISSUE, BUT THEY ARE NOT PERMITTED TO VOTE.
PART VI FORM 990, PAGE 6, PART VI, SECTION B, QUESTION 15 THE EXECUTIVE COMMITTEE REVIEWS PERFORMANCE AND PROPOSES COMPENSATION FOR THE CEO, AND THE PERSONNEL COMMITTEE REVIEWS THE PROPOSED COMPENSATION PACKAGE. THE PERSONNEL COMMITTEE APPROVES PAY RANGES AND BENEFITS PACKAGE FOR ALL OTHER POSITIONS AND THE CEO DETERMINES COMPENSATION WITHIN THOSE RANGES.
PART VI FORM 990, PAGE 6, PART VI, SECTION C, QUESTION 19 THE ORGANIZATION'S FORM 1023, 990, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC ON THE ORGANIZATION'S WEBSITE, WWW.KALAMAZOOUNITEDWAY.ORG OR A COPY MAY BE REQUESTED FROM LISA STOVER AT 709 S. WESTNEDGE AVE., KALAMAZOO, MI 49007.
SCHEDULE I PART IV SCHEDULE I, PAGE 2, PART IV SUPPLEMENTAL INFORMATION AGENCIES RECEIVING ALLOCATIONS ARE MONITORED THROUGH PRE-SCREENING AND FINAL REPORTING. -PRE-SCREENING INCLUDES AN APPLICATION PROCESS THAT INCLUDES EXPLANATION OF THE PROPOSED USE AND RESULTS FROM USE OF FUNDING, A FINANCIAL REVIEW OF THE ORGANIZATION TO GAIN A LEVEL OF ASSURANCE THAT THE ORGANIZATION FOLLOWS SOUND FISCAL POLICIES, VERIFICATION OF COMPLIANCE WITH THE PROVISIONS OF THE PATRIOT ACT, AND VERIFICATION OF CURRENT STATUS AS AN IRS CODE SECTION 501(C)(3) NONPROFIT ORGANIZATION. -FINAL REPORTS VERIFY THAT ALL FUNDING HAS BEEN USED FOR THE PURPOSES INTENDED AND REPORTS ON THE RESULTS COMPARED TO THOSE PROPOSED DURING THE INITIAL APPLICATION. AGENCIES RECEIVING DONOR DESIGNATIONS ARE MONITORED BY VERIFICATION OF COMPLIANCE WITH THE PROVISIONS OF THE PATRIOT ACT AND VERIFICATION OF CURRENT STATUS AS AN IRS CODE SECTION 501(C)(3) NONPROFIT ORGANIZATION. CORE CODES AND DEFINITIONS PROGRAM OPERATING COST - A RESTRICTED GRANT OR ALLOCATION OF FUNDS MADE TO AN AGENCY IN SUPPORT OF THE COSTS ASSOCIATED WITH A SPECIFIC PROGRAM THAT IT OPERATES. DONOR DESIGNATIONS FOR OPERATIONS - AN UNRESTRICTED GRANT MADE TO AN AGENCY AT THE DIRECTION OF THE DONOR(S) IN SUPPORT OF ITS GENERAL OPERATING COSTS.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2011

Additional Data


Software ID:  
Software Version: