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
2012
Open to Public Inspection
A For the 2012 calendar year, or tax year beginning 07-01-2012 , 2012, and ending 06-30-2013
BCheck if applicable:
CName of organization
HEART OF WEST MICHIGAN UNITED WAY
 
Doing Business As
 
 
Number and street (or P.O. box if mail is not delivered to street address)
118 COMMERCE AVENUE SW SUITE 100
 
Room/suite
City or town, state or country, and ZIP + 4
GRAND RAPIDS, MI495034106
D Employer identification number

38-1360923
E Telephone number

G Gross receipts $ 19,782,817
F Name and address of principal officer:
MAUREEN NOE
118 COMMERCE AVENUE SW SUITE 100
GRAND RAPIDS,MI495034106
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.HWMUW.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: 1917
M State of legal domicile: MI
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: TO IMPACT LIVES IN WEST MICHIGAN BY MOBILIZING THE CARING POWER OF VOLUNTEERS, DONORS, AGENCIES, AND COMMUNITY PARTNERS. THE MOST SIGNIFICANT ACTIVITY IS RAISING FUNDS SO AGENCY PROVIDERS AND INTERNAL PROGRAMS CAN IMPROVE PEOPLE'S LIVES BY IMPROVING THEIR EDUCATION, INCOME AND HEALTH.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 18
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 18
5 Total number of individuals employed in calendar year 2011 (Part V, line 2a) ...... 5 102
6 Total number of volunteers (estimate if necessary) ............. 6 9,633
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 88,650
b Net unrelated business taxable income from Form 990-T, line 34 ......... 7b -3,665
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 16,649,384 14,060,444
9 Program service revenue (Part VIII, line 2g) ......... 234,459 228,079
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 426,616 713,842
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 296,922 412,984
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 17,607,381 15,415,349
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 10,384,806 10,549,983
14 Benefits paid to or for members (Part IX, column (A), line 4).....   0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 3,251,451 3,421,496
16a Professional fundraising fees (Part IX, column (A), line 11e).....   0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet1,061,432    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 1,933,877 2,117,977
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 15,570,134 16,089,456
19 Revenue less expenses. Subtract line 18 from line 12....... 2,037,247 -674,107
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 30,944,389 29,458,632
21 Total liabilities (Part X, line 26)............. 6,624,457 5,226,645
22 Net assets or fund balances. Subtract line 21 from line 20..... 24,319,932 24,231,987
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 MediumBullet

Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ............
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y
Form 990 (2012)
Form 990 (2012)
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: TO IMPACT LIVES IN WEST MICHIGAN BY MOBILIZING THE CARING POWER OF VOLUNTEERS, DONORS, AGENCIES, AND COMMUNITY PARTNERS. THE MOST SIGNIFICANT ACTIVITY IS RAISING FUNDS SO AGENCY PROVIDERS AND INTERNAL PROGRAMS CAN IMPROVE PEOPLE'S LIVES BY IMPROVING THEIR EDUCATION, INCOME AND HEALTH.
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 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 $ 10,451,405 including grants of $ 10,214,468 ) (Revenue $ 228,079 )
AGENCY IMPACT FUNDS OF 6,354,709 WENT TO AGENCY PROVIDERS THAT PROVIDE DIRECT SERVICE TO OTHERS. DIRECT SERVICES WERE PROVIDED TO APPROXIMATELY 150,000 INDIVIDUALS AND 25,000 FAMILIES. DONORS MAY DESIGNATE GIFTS TO OTHER UNITED WAYS OR SPECIFIC CHARITABLE ORGANIZATIONS. DONOR DESIGNATIONS OF 3,438,285 WERE MADE TO OTHER UNITED WAYS AND CHARITABLE ORGANIZATIONS. AGENCY IMPACT UTILIZES A VOLUNTEER DRIVEN PROCESS TO REVIEW PROPOSALS FOR UNITED WAY FUNDING FROM LOCAL NON-PROFITS. THEY MAKE RECOMMENDATIONS TO UNITED WAY AND ITS BOARD OF DIRECTORS TO INVEST IN PROGRAMS THAT WILL ACHIEVE MEASURABLE IMPACT WITHIN THE COMMUNITY DRIVEN BY UNITED WAY'S IDENTIFIED GOALS. IMPACT MUST BE BASED ON BEST-PRACTICE RESEARCH AND REPORTED ANNUALLY.
4b (Code:   ) (Expenses $ 1,571,112 including grants of $ 335,515 ) (Revenue $   )
SCHOOLS OF HOPE WORKS TO RAISE LITERACY SKILLS IN CHILDREN, YOUTH, AND FAMILIES. THE PROGRAM CONNECTS STRUGGLING READERS IN GRADES 1-3 WITH TRAINED VOLUNTEER TUTORS IN FOUR SCHOOL DISTRICTS THROUGHOUT KENT COUNTY. THE FAMILY LITERACY PROGRAM INCREASES THE LITERACY LEVELS OF PARENTS WITH LIMITED ENGLISH SKILLS THROUGH A PARTNERSHIP WITH THE FAMILY LITERACY CENTER OF WESTERN MICHIGAN.
4c (Code:   ) (Expenses $ 1,245,579 including grants of $   ) (Revenue $   )
INTERNAL COMMUNITY SERVICE PROGRAMS INCLUDE: 2-1-1, KENT COUNTY TAX CREDIT COALITION (KCTCC), VOLUNTEER CENTER, ESSENTIAL NEEDS TASK FORCE (ENTF), LABOR PARTICIPATION PROGRAM, PROJECT BLUEPRINT, AND NEXTGEN. - UNITED WAY 2-1-1 IS A FREE HEALTH AND HUMAN SERVICES "HOTLINE" THAT CONNECTS CALLERS TO MORE THAN 2,900 DISTINCT SERVICES IN KENT COUNTY 24 HOURS A DAY, 7 DAYS A WEEK. IT IS STAFFED AND MANAGED BY EXTENSIVELY TRAINED AND CERTIFIED UNITED WAY STAFF MEMBERS. - UNITED WAY KCTCC HELPS WORKING INDIVIDUALS AND FAMILIES GAIN ECONOMIC STABILITY WITH FREE INCOME TAX RETURN PREPARATION, ENSURING THAT THE EARNED INCOME TAX CREDIT IS RECEIVED BY THOSE WHO ARE ELIGIBLE. IT ALSO OFFERS (CONTINUED ON SCHEDULE O) FINANCIAL LITERACY CLASSES WHICH INCLUDES A MATCH ON THE AMOUNT PARTICIPANTS SAVE. - UNITED WAY VOLUNTEER CENTER IS A COMMUNITY RESOURCE THAT FACILITATES MATCHING VOLUNTEERS TO SCHOOLS, NON-PROFIT AGENCIES, AND GOVERNMENT ORGANIZATIONS. THE INTERACTIVE AND USER-FRIENDLY ONLINE SYSTEM (HANDS-ON CONNECT) PROVIDES TOOLS TO CREATE AND MANAGE VOLUNTEER TEAMS OR GROUPS. - ESSENTIAL NEEDS TASK FORCE (ENTF), WITH HUNDREDS OF NON-PROFITS, GOVERNMENTAL AGENCIES, FAITH-BASED ORGANIZATIONS, FUNDERS, AND CONCERNED VOLUNTEERS, HAS BEEN WORKING SINCE 1982 TO HELP KENT COUNTY'S MOST VULNERABLE CITIZENS OBTAIN THE BASICS NEEDED TO BE SELF-SUFFICIENT. THE ENTF DEVELOPS COMMUNITY STRUCTURES THAT HELP ELIMINATE POVERTY'S SYMPTOMS. - LABOR PARTICIPATION PROGRAMS PROVIDES 2-1-1 TYPE SERVICES TO UNION MEMBERS. - UNITED WAY PROJECT BLUEPRINT IS A LEADERSHIP DEVELOPMENT PROGRAM WITH THE GOAL OF INCREASING THE NUMBER OF ETHNICALLY DIVERSE PROFESSIONALS PROVIDING VOLUNTEER LEADERSHIP TO THE BOARDS AND COMMITTEES OF WEST MICHIGAN NON- PROFIT AGENCIES. - UNITED WAY NEXTGEN ENGAGES YOUNG LEADERS IN GIVING, ADVOCATING AND VOLUNTEERING TO IMPACT THE COMMUNITY AND SUPPORT THE WORK OF HEART OF WEST MICHIGAN UNITED WAY.
(Code:   ) (Expenses $ 1,216,723 including grants of $   ) (Revenue $   )
FISCAL SPONSORSHIPS
4d Other program services (Describe in Schedule O.)
(Expenses $ 1,216,723 including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet14,484,819
Form 990 (2012)
Form 990 (2012)
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 (see instructions)? 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, or have a section 501(h) election in effect during the tax year? 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 IIIClick to see attachment............................
5
 
No
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 for escrow or custodial account liability; 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, line 10?
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 VIIClick to see attachment.......
11b
 
No
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 VIIIClick 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 IXClick to see attachment............
11d
Yes
 
e
Did the organization report an amount for other liabilities in Part X, line 25? If “Yes,” complete Schedule D, Part XClick 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 XClick to see attachment.........................
11f
 
No
12a
Did the organization obtain separate, independent audited financial statements for the tax year?
If “Yes,” complete Schedule D, Parts XI and XII 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 and XII 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, Parts I and IV.........
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 United States? If “Yes,” complete Schedule F, Parts II and IV
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 United States? If “Yes,” complete Schedule F, Parts III and IV...
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 (see instructions)....
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 hospital facilities? If “Yes,” complete Schedule H....
20a
 
No
b
If “Yes” to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
Form 990 (2012)
Form 990 (2012)
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, line 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 lines 24b through 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........
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...................
25b
 
No
26
Was a loan to or by a current or former officer, director, trustee, key employee, highest compensated employee, or disqualified person outstanding as of the end of the organization’s tax year? If “Yes,” complete Schedule L,
Part II..........................
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.........
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 ..........................
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If “Yes,”
complete Schedule L, Part IV.....................
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 direct or indirect owner? If “Yes,” complete Schedule L, Part IV...
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If “Yes,” complete Schedule M..Click 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, Part II, III, or IV, and Part 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
 
 
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 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2012)
Form 990 (2012)
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
24
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable .
1b
0
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
102
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
Yes
 
b
If “Yes,” has it filed a Form 990-T for this year? If “No,” provide an explanation in Schedule O.....
3b
Yes
 
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, securities account, or other financial 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 as charitable contributions?...
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
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the organization make any taxable distributions under section 4966?..........
9a
 
 
b
Did the organization make a distribution to a donor, donor advisor, or related person?.......
9b
 
 
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. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the 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 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
 
 
Form 990 (2012)
Form 990 (2012)
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 .....................
1a
18
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent ...................
1b
18
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
 
No
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
Yes
 
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 this 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
 
No
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:
MediumBulletGEOFFREY J BREMER118 COMMERCE AVE SW SUITE 100GRAND RAPIDSMI49503 (616) 752-8638
Form 990 (2012)
Form 990 (2012)
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. 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 organization compensated any current officer, director, or trustee.
(A)
Name and Title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(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) CHRISTINA ARNOLD........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(2) JEANNE ARNOLD........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(3) FLORIZA GENAUTIS........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(4) NANCY KENNEDY........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(5) STACIE BEHLER........................................................................
BOARD CHAIR
 4.00
.......................   		X   X       0 0 0
(6) BLAKE KRUEGER........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(7) RYAN LETTS........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(8) BRIAN BOSAK........................................................................
LABOR REP.
 1.00
.......................   		X           0 0 0
(9) SEAN M EGAN........................................................................
LABOR REP
 1.00
.......................   		X           0 0 0
(10) JACK GREENFIELD........................................................................
AGENCY REP
 1.00
.......................   		X           0 0 0
(11) DEREK JONES........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(12) NELSON MILLER........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(13) RICHARD PAPPAS........................................................................
BOARD VICE C
 4.00
.......................   		X   X       0 0 0
(14) LOU MORAN........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(15) LISA SHANNON........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(16) SEAN WELSH........................................................................
BOARD MEMBER
 4.00
.......................   		X   X       0 0 0
(17) MARY TUUK........................................................................
CAMPAIGN CHA
 4.00
.......................   		X           0 0 0
Form 990 (2012)
Form 990 (2012)
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 (list any hours for related organizations below dotted line) 		(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) LAUREN WALKER........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(19) MAUREEN NOE........................................................................
PRESIDENT/CE
 60.00
.......................   		    X       155,420 0 21,912
(20) SUSAN STODDARD........................................................................
CFO - PART Y
 50.00
.......................   		    X       81,443 0 19,032
(21) GEOFFREY BREMER........................................................................
CFO - PART Y
 50.00
.......................   		    X       0 0 0


















1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 236,863   40,944
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
BLUE CARE NETWORK OF MICHIGANPO BOX 33608DETROITMI482325608 INSURANCE 439,598
PONA CONSULTINGPO BOX 1447GRAND RAPIDSMI49501 CONSULTING 173,434
UNITED WAY WORLDWIDEPO BOX 418607BOSTONMA022418607 DUES 121,480
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet3
Form 990 (2012)
Form 990 (2012)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response to any question in this Part VIII ..............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512, 513, or 514
Contributions, Gifts, Grants and Other Similar Amounts 1a Federated campaigns..1a 1,927
b Membership dues....1b  
c Fundraising events....1c  
d Related organizations...1d  
e Government grants (contributions)1e 132,429
f All other contributions, gifts, grants, and
similar amounts not included above1f 		13,926,088
g Noncash contributions included in lines
1a-1f:$ 		427,187
h Total. Add lines 1a-1f.......MediumBullet 14,060,444
Program Service Revenue Business Code
2a DESIGNATIONS ADMIN FEE 561000 228,079 228,079    
b
c
d
e
f All other program service revenue .        
g Total. Add lines 2a–2f........MediumBullet 228,079
Other Revenue 3 Investment income (including dividends, interest, and other similar amounts).......MediumBullet 595,280     595,280
4 Income from investment of tax-exempt bond proceeds..MediumBullet        
5 Royalties...........MediumBullet        
(i) Real (ii) Personal
6a Gross rents 43,449  
b Less: rental expenses 18,800  
c Rental income or (loss) 24,649  
d Net rental income or (loss).......MediumBullet 24,649     24,649
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 4,467,230  
b Less: cost or other basis and sales expenses 4,348,668  
c Gain or (loss) 118,562  
d Net gain or (loss)..........MediumBullet 118,562     118,562
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      
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        
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        
Miscellaneous Revenue Business Code
11a MISCELLANEOUS 900099 186,253     186,253
b FACILITIES MANAGEMENT FEES 541610 88,650   88,650  
c CONTRIBUTION SUPPORT 900099 88,142     88,142
d All other revenue .... 25,290     25,290
e Total. Add lines 11a–11d ...... MediumBullet 388,335
12 Total revenue. See Instructions......MediumBullet 15,415,349 228,079 88,650 1,038,176
Form 990 (2012)
Form 990 (2012)
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).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 10,549,983 10,549,983
2 Grants and other assistance to individuals in the United States. See Part IV, line 22    
3 Grants and other assistance to governments, organizations, and individuals outside the United States. See Part IV, lines 15 and 16    
4 Benefits paid to or for members    
5 Compensation of current officers, directors, trustees, and key employees .... 251,058 174,935 21,322 54,801
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ....        
7 Other salaries and wages 2,411,453 1,680,278 204,804 526,371
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 128,667 86,335 8,837 33,495
9 Other employee benefits ....... 415,126 290,887 27,280 96,959
10 Payroll taxes ........... 215,192 151,279 17,380 46,533
11 Fees for services (non-employees):        
a Management ......        
b Legal .........        
c Accounting ...........        
d Lobbying ...........        
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ......        
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) ........ 994,213 806,663 108,800 78,750
12 Advertising and promotion ....        
13 Office expenses ....... 248,224 165,229 9,679 73,316
14 Information technology ......        
15 Royalties ..        
16 Occupancy ........... 64,009 44,516 4,672 14,821
17 Travel ............ 90,513 74,762 6,620 9,131
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ......        
19 Conferences, conventions, and meetings .... 154,638 110,074 10,089 34,475
20 Interest ...........        
21 Payments to affiliates ....... 158,919 70,838 64,828 23,253
22 Depreciation, depletion, and amortization ..... 172,478 120,583 11,743 40,152
23 Insurance ..............        
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a MISCELLANEOUS 144,632 76,268 44,036 24,328
b EQUIPMENT 46,133 41,420 816 3,897
c INTERNAL GRANT 34,400 34,400    
d MEMBERSHIP DUES 9,818 6,369 2,299 1,150
e All other expenses        
25 Total functional expenses. Add lines 1 through 24e 16,089,456 14,484,819 543,205 1,061,432
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 (2012)
Form 990 (2012)
Page 11
Part X Balance Sheet Check if Schedule O contains a response to any question in this Part X ...............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash—non-interest-bearing ............. 250 1 250
2 Savings and temporary cash investments ......... 2,271,769 2 911,044
3 Pledges and grants receivable, net ........... 7,691,364 3 7,087,197
4 Accounts receivable, net ............. 1,584,429 4 959,607
5 Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L ..................
  5  
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L
  6  
7 Notes and loans receivable, net .............   7  
8 Inventories for sale or use ..............   8  
9 Prepaid expenses and deferred charges .......... 47,922 9 61,214
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 5,489,716
b Less: accumulated depreciation ..... 10b 2,217,998 3,171,301 10c 3,271,718
11 Investments—publicly traded securities .......... 14,404,410 11 15,285,012
12 Investments—other securities. See Part IV, line 11 .....   12  
13 Investments—program-related. See Part IV, line 11 .....   13  
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ........... 1,772,944 15 1,882,590
16 Total assets. Add lines 1 through 15 (must equal line 34)...... 30,944,389 16 29,458,632
Liabilities 17 Accounts payable and accrued expenses ......... 416,621 17 381,551
18 Grants payable ................. 3,978,113 18 2,379,996
19 Deferred revenue ................   19  
20 Tax-exempt bond liabilities .............   20  
21 Escrow or custodial account liability. Complete Part IV of Schedule D..   21  
22 Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L..........   22  
23 Secured mortgages and notes payable to unrelated third parties ..   23  
24 Unsecured notes and loans payable to unrelated third parties ....   24  
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.................... 2,229,723 25 2,465,098
26 Total liabilities. Add lines 17 through 25......... 6,624,457 26 5,226,645
Net Assets or Fund Balance Organizations that follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets .............. 7,415,898 27 7,366,495
28 Temporarily restricted net assets ........... 9,971,466 28 9,861,123
29 Permanently restricted net assets ........... 6,932,568 29 7,004,369
Organizations that do not follow SFAS 117 (ASC 958), 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 ........... 24,319,932 33 24,231,987
34 Total liabilities and net assets/fund balances ........ 30,944,389 34 29,458,632
Form 990 (2012)
Form 990 (2012)
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
15,415,349
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
16,089,456
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
-674,107
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
24,319,932
5
Net unrealized gains (losses) on investments ...............
5
378,102
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
364,875
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
-156,815
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
24,231,987
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
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If “Yes,” to line 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?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
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 (2012)
Form 990, Special Condition Description:
Special Condition Description
Additional Data


Software ID:  
Software Version:  
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
2012
Open to Public
Inspection
Name of the organization
HEART OF WEST MICHIGAN UNITED WAY
 
Employer identification number

38-1360923
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 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
Provide the following information about the supported organization(s).
(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 monetary support
Yes No Yes No Yes No
Total                  

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2012
Schedule A (Form 990 or 990-EZ) 2012
Page 2
Part II
Support Schedule for Organizations Described in Sections 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) right arrow (a) 2008 (b) 2009 (c) 2010 (d) 2011 (e) 2012 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .... 14,697,577 13,856,688 13,499,004 16,649,384 14,060,444 72,763,097
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 14,697,577 13,856,688 13,499,004 16,649,384 14,060,444 72,763,097
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)..           1,373,264
6 Public support. Subtract line 5 from line 4.           71,389,833
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2008 (b) 2009 (c) 2010 (d) 2011 (e) 2012 (f) Total
7 Amounts from line 4.. 14,697,577 13,856,688 13,499,004 16,649,384 14,060,444 72,763,097
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... 521,253 401,646 453,718 512,405 638,729 2,527,751
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.).. 85,435 815,208 581,515 275,937 388,335 2,146,430
11 Total support (Add lines 7 through 10).           77,437,278
12
12
1,169,979
13
First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization, check this box and stop here........................................right arrow
Section C. Computation of Public Support Percentage
14
14
92.190 %
15
15
92.090 %
16a
b
17a
b
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990 or 990-EZ) 2012
Schedule A (Form 990 or 990-EZ) 2012
Page 3
Part III
Support Schedule for Organizations Described in Section 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) right arrow (a) 2008 (b) 2009 (c) 2010 (d) 2011 (e) 2012 (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) right arrow (a) 2008 (b) 2009 (c) 2010 (d) 2011 (e) 2012 (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) 2012
Schedule A (Form 990 or 990-EZ) 2012
Page 4
Part IV
Supplemental Information. Complete this part to provide the explanations required by Part II, line 10; Part II, line 17a or 17b; and 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) 2012

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
2012
Name of the organization
HEART OF WEST MICHIGAN UNITED WAY
 
Employer identification number

38-1360923
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) (2012)

Schedule B (Form 990, 990-EZ, or 990-PF) (2012)
Page 2
Name of organization
HEART OF WEST MICHIGAN UNITED WAY
  		Employer identification number

38-1360923
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) (2012)

Schedule B (Form 990, 990-EZ, or 990-PF) (2012)
Page 3
Name of organization
HEART OF WEST MICHIGAN UNITED WAY
  		Employer identification number

38-1360923
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) (2012)

Schedule B (Form 990, 990-EZ, or 990-PF) (2012)
Page 4
Name of organization
HEART OF WEST MICHIGAN UNITED WAY
  		Employer identification number

38-1360923
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) (2012)

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
2012
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, Part V, line 35c (Proxy Tax), then
Round Bullet Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of the organization
HEART OF WEST MICHIGAN UNITED WAY
 
Employer identification number

38-1360923
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 Paperwork Reduction Act Notice, see the instructions for Form 990 or 990-EZ.
Cat. No. 50084S
Schedule C (Form 990 or 990-EZ) 2012

Schedule C (Form 990 or 990-EZ) 2012
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 SchCMd Bulletexpenses, and share of excess lobbying expenditures).
B Check SchCMd Bullet
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) ....... 656  
c Total lobbying expenditures (add lines 1a and 1b) ................... 656  
d Other exempt purpose expenditures ........................ 14,484,163  
e Total exempt purpose expenditures (add lines 1c and 1d) ............... 14,484,819  
f Lobbying nontaxable amount. Enter the amount from the following table in both
columns.		 874,241  
  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) ................. 218,560  
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) 2009 (b) 2010 (c) 2011 (d) 2012 (e) Total
             
2a Lobbying nontaxable amount 855,285 893,768 861,909 874,241 3,485,203
             
b Lobbying ceiling amount
(150% of line 2a, column(e)) 		        5,227,805
             
c Total lobbying expenditures 4,702 2,507   656 7,865
             
d Grassroots nontaxable amount 213,821 223,442 215,477 218,560 871,300
             
e Grassroots ceiling amount
(150% of line 2d, column (e))		         1,306,950
             
f Grassroots lobbying expenditures          
Schedule C (Form 990 or 990-EZ) 2012


Schedule C (Form 990 or 990-EZ) 2012
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)
No
Yes
(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? .........................................
 
 
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ....
 
 
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? ........
 
 
 
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ......
 
 
 
i
Other activities? ..........................
 
 
 
j
Total. Add lines 1c through 1i ...............................
 
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, line 5; Part II-A (affiliated group list); Part II-A, line 2; and Part ll-B, line 1. Also, complete this part for any additional information.
Identifier Return Reference Explanation
ADDITIONAL INFORMATION SCHEDULE C, PART IV EDUCATE STATE LEGISLATORS AND THEIR STAFFS ABOUT FUNDING NEEDS AND OUTCOMES OF EDUCATION, 2-1-1, AND LITERACY SERVICES. EDUCATE FEDERAL LEGISLATORS AND THEIR STAFFS ABOUT FUNDING NEEDS AND OUTCOMES OF EDUCATION AND LITERARY SERVICES.
Schedule C (Form 990 or 990EZ) 2012

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
2012
Open to Public Inspection
Name of the organization
HEART OF WEST MICHIGAN UNITED WAY
 
Employer identification number

38-1360923
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 section 170(h)(4)(B)(ii)? .......................................
9
In Part XIII, 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 XIII, 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 Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2012

Schedule D (Form 990) 2012
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, 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 XIII.
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 XIII 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 XIII. Check here if the explanation has been provided in Part XIII ........
Part V
Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
(a)Current year (b)Prior year b (c)Two years back (d)Three years back (e)Four years back
1a Beginning of year balance .... 7,993,021 8,345,872 7,036,464 5,051,809  
b Contributions ........   84,196      
c Net investment earnings, gains, and losses 917,014 -109,379 1,697,213 718,666  
d Grants or scholarships .....          
e Other expenditures for facilities
and programs ........ 		313,712 319,600 379,854 305,100  
f Administrative expenses ....   8,068 7,951 3,868  
g End of year balance ...... 8,596,323 7,993,021 8,345,872 5,461,507  
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet  
b
Permanent endowment SchDMd Bullet100.000 %
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 XIII 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 .................   453,326 453,326
b Buildings ................   3,790,343 1,347,993 2,442,350
c Leasehold improvements ............        
d Equipment ................   1,246,047 870,005 376,042
e Other .................        
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......SchDMdBullet 3,271,718
Schedule D (Form 990) 2012

Schedule D (Form 990) 2012
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    
Other








Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet  
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
(1) BENEFICIAL INTEREST IN ASSETS 1,882,590








Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet 1,882,590
Part X
Other Liabilities. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
Federal income taxes  
DESIGNATED DONATIONS DUE TO 2,465,098
CHARITABLE ORGANIZATIONS  







Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 2,465,098
2. Fin 48 (ASC 740) Footnote. In Part XIII, 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 (ASC 740). Check here if the text of the footnote has been provided in Part XIII .....................................................
Schedule D (Form 990) 2012

Schedule D (Form 990) 2012
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
1 Total revenue, gains, and other support per audited financial statements ....... 1 12,643,107
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains on investments .......... 2a 378,102
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d 287,941
e Add lines 2a through 2d ..................... 2e 666,043
3 Subtract line 2e from line 1..................... 3 11,977,064
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 XIII.) ........... 4b 3,438,285
c Add lines 4a and 4b....................... 4c 3,438,285
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 15,415,349
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
1 Total expenses and losses per audited financial statements ........... 1 13,095,927
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 XIII.) ............ 2d 65,408
e Add lines 2a through 2d...................... 2e 65,408
3 Subtract line 2e from line 1..................... 3 13,030,519
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 XIII.) ............ 4b 3,058,937
c Add lines 4a and 4b....................... 4c 3,058,937
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 16,089,456
Part XIII
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, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Identifier Return Reference Explanation
INTENDED USES FOR ENDOWMENT FUNDS SCHEDULE D, PAGE 2, PART V, LINE 4 THE PERMANENT ENDOWMENT'S INTENDED USE IS TO SUPPORT THE HEART OF WEST MICHIGAN UNITED WAY'S OPERATIONAL EXPENSES. A PERCENTAGE OF ITS AVERAGE FAIR MARKET VALUE OVER THE PAST 14 QUARTERS IS WITHDRAWN EACH YEAR.
REVENUE AMOUNTS INCLUDED IN FINANCIALS - OTHER SCHEDULE D, PAGE 4, PART XI, LINE 2D CHANGE IN BENEFICIAL INTEREST OF ASSETS HELD BY TRUSTS 0 AND FOUNDATIONS 188,311 BAD DEBT RECOVERIES 80,830 RENTAL EXPENSES 18,800
REVENUE AMOUNTS INCLUDED ON RETURN - OTHER SCHEDULE D, PAGE 4, PART XI, LINE 4B DESIGNATED DONATIONS TO CHARITABLE ORGANIZATIONS SPECIFIED 0 BY THE DONOR 3,438,285
EXPENSE AMOUNTS INCLUDED IN FINANCIALS - OTHER SCHEDULE D, PAGE 4, PART XII, LINE 2D BAD DEBT EXPENSE 46,608 RENTAL EXPENSES 18,800
EXPENSE AMOUNTS INCLUDED ON RETURN - OTHER SCHEDULE D, PAGE 4, PART XII, LINE 4B DESIGNATED DONATIONS TO CHARITABLE ORGANIZATIONS SPECIFIED 0 BY THE DONOR 3,058,937
Schedule D (Form 990) 2012

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
2012
Open to Public
Inspection
Name of the organization
HEART OF WEST MICHIGAN UNITED WAY
 
Employer identification number
38-1360923
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. Part II can be duplicated if additional space is needed.
(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) ALLEGAN COUNTY UNITED WAY
650 GRAND STREET
ALLEGAN,MI49010 		38-6063214 3 21,019       DESIGNATED
(2) ALZHEIMER'S ASSOCIATION
25200 TELEGRAPH STE 100
SOUTHFIELD,MI48033 		38-2378032 3 5,762       DESIGNATED
(3) AMERICAN CANCER SOCIETY
123 JEFFERSON AVE SE
GRAND RAPIDS,MI49503 		38-1387120 3 20,343       DESIGNATED
(4) AMERICAN RED CROSS
1050 FULLER NE
GRAND RAPIDS,MI49503 		53-0196605 3 172,827       DESIG AND ALLOC
(5) ANIMAL CHARITIES OF AMERICA
PO BOX 45754
SAN FRANSISCO,CA94145 		94-3193389 3 9,256       DESIGNATED
(6) ARBOR CIRCLE
1115 BALL AVE NE
GRAND RAPIDS,MI49505 		38-3263853 3 436,260       DESIG AND ALLOC
(7) ARTISTS CREATING TOGETHER
1140 MONROE AVE NW SUITE 4101
GRAND RAPIDS,MI49503 		84-1698531 3 6,871       DESIGNATED
(8) ASSOC FOR BLIND & VISUALLY IMP
456 CHERRY ST SE
GRAND RAPIDS,MI49503 		38-1387122 3 161,452       DESIG AND ALLOC
(9) ASTHMA NETWORK OF WEST MICHIGAN
150 JEFFERSON SE
GRAND RAPIDS,MI49503 		38-3351467 3 30,000       ALLOCATION
(10) BARRY COUNTY UNITED WAY
231 SOUTH BROADWAY
HASTINGS,MI49058 		38-6062803 3 28,862       DESIGNATED
(11) BAXTER COMMUNITY CENTER
935 BAXTER SE
GRAND RAPIDS,MI49506 		23-7076806 3 290,349       DESIG, ALLOC, FISCAL
(12) BETHANY CHRISTIAN SERVICES
901 EASTERN NE PO BOX 294
GRAND RAPIDS,MI49501 		38-1405282 3 14,086       DESIGNATED
(13) BOYS & GIRLS CLUBS OF GRAND RAPIDS
235 STRAIGHT AVE NW
GRAND RAPIDS,MI49504 		38-0593958 3 20,000       ALLOCATION
(14) BSA PRESIDENT FORD FIELD SERV COUN
3213 WALKER AVE NW
GRAND RAPIDS,MI49544 		38-1359240 3 99,612       DESIG AND ALLOC
(15) CAMP BLODGETT
1545 BUCHANAN AVE SW
GRAND RAPIDS,MI49507 		38-6004379 3 36,983       DESIG AND ALLOC
(16) CAMP FIRE INC WEST MICH
1257 E BELTLINE NE
GRAND RAPIDS,MI49525 		38-1359501 3 197,142       DESIG AND ALLOC
(17) CAPITAL AREA UNITED WAY
700 LAUREL STREET
BATON ROUGE,LA70802 		38-1363572 3 26,894       DESIGNATED
(18) CASA OF KENT COUNTY
180 OTTOWA NW SUITE 3400
GRAND RAPIDS,MI49503 		20-2112557 3 14,949       DESIG AND ALLOC
(19) CATHOLIC CHARITIES WEST MICHIGAN
40 JEFFERSON SE
GRAND RAPIDS,MI49503 		38-3012473 3 225,397       DESIG AND ALLOC
(20) CEDAR SPRINGS AREA PARKS AND REC
204 EAST MUSKEGON
CEDAR SPRINGS,MI49319 		38-2788005   26,200       SCHOOLS OF HOPE
(21) CHAR-EM UNITED WAY
PO BOX 1701
PETOSKEY,MI49770 		23-7049778 3 20,853       DESIGNATED
(22) CHERRY STREET HEALTH SERVICES
100 CHERRY ST SE
GRAND RAPIDS,MI49503 		38-2853534 3 453,489       DESIG AND ALLOC
(23) CHILDREN'S ASSESSMENT CENTER
901 MICHIGAN NE
GRAND RAPIDS,MI49503 		38-3042396 3 82,953       DESIG AND ALLOC
(24) CHRISTIAN CHARITIES OF AMERICA
PO BOX 45754
SAN FRANCISCO,CA94145 		94-3255961 3 6,275       DESIGNATED
(25) CHRISTIAN COUNSELING CENTER
1870 LEONARD NE SUITE 100
GRAND RAPIDS,MI495055650 		38-1410466 3 5,920       DESIGNATED
(26) COMMUNITY HEALTH CHARITIES
8076 21 MILE ROAD
SHELBY TWP,MI48317 		13-6167225 3 20,815       DESIGNATED
(27) COMMUNITY REBUILDERS
1120 MONROE SUITE 220
GRAND RAPIDS,MI49503 		38-3094108 3 50,683       DESIG AND ALLOC
(28) CONDUCTIVE LEARNING CENTER
2428 BURTON SE
GRAND RAPIDS,MI49546 		38-3601587 3 29,922       DESIG AND ALLOC
(29) CONSUMERS ENERGY
530 W WILLOW
LANSING,MI48909 		38-0442310   15,981       EMERGENCY NEEDS
(30) D A BLODGETT SERV
805 LEONARD NE
GRAND RAPIDS,MI49503 		38-1358163 3 388,415       DESIG AND ALLOC
(31) DEGAGE MINISTRIES
144 S DIVISION
GRAND RAPIDS,MI49503 		38-1912094 3 19,267       DESIG & EMERG. NEEDS
(32) DISABILITY ADVOCATES OF KENT COUNTY
3600 CAMELOT DRIVE SE
GRAND RAPIDS,MI49546 		38-3114474 3 16,220       DESIG AND ALLOC
(33) DOWN SYNDROME ASSN OF W MI
233 E FULTON SUITE 108
GRAND RAPIDS,MI49503 		38-2641856 3 5,186       DESIGNATED
(34) DTE ENERGY
1 ENERGY PLAZA RM 2126
DETROIT,MI48226 		38-3217752   9,182       EMERGENCY NEEDS
(35) DWELLING PLACE OF GRAND RAPIDS
101 SHELDON SE SUITE 2
GRAND RAPIDS,MI49503 		38-2313832 3 138,627       DESIG AND ALLOC
(36) E GRAND RAPIDS SCHOOLS FOUNDATION
2915 HALL STREET SE
EAST GRAND RAPIDS,MI49506 		38-2486451 3 7,277       DESIGNATED
(37) EQUEST CENTER FOR THERAPEUTIC
3777 RECTOR AVE NE
ROCKFORD,MI493419144 		38-2938949 3 5,841       DESIGNATED
(38) FAMILY FUTURES
678 FRONT AVENUE NW SUITE 210
GRAND RAPIDS,MI49504 		38-2605028 3 196,404       DESIG AND ALLOC
(39) FAMILY OUTREACH CENTER
1939 S DIVISION
GRAND RAPIDS,MI49507 		38-2272711 3 286,751       DESIG, ALLOC, FISCAL
(40) FAMILY PROMISE OF GRAND RAPIDS
906 S DIVISION AVENUE SUITE 205
GRAND RAPIDS,MI49507 		38-3357709 3 34,966       DESIG AND ALLOC
(41) FEEDING AMERICA WEST MICHIGAN FOOD
864 WEST RIVER CENTER DR
COMSTOCK PARK,MI493218955 		38-2439659 3 68,939       DESIGNATED
(42) FIRST STEPS KENT
118 COMMERCE AVE SW SUITE 300
GRAND RAPIDS,MI49503 		27-0640886 3 80,040       DESIG AND ALLOC
(43) GENESIS NON-PROFIT HOUSING
528 BRIDGE ST NW STE 6
GRAND RAPIDS,MI49504 		38-3323628 3 21,185       DESIG AND ALLOC
(44) GERONTOLOGY NETWORK
516 CHERRY SE
GRAND RAPIDS,MI49503 		38-2774701 3 37,580       DESIG AND ALLOC
(45) GILDA'S CLUB GRAND RAPIDS
1806 BRIDGE ST NW
GRAND RAPIDS,MI495044921 		38-3367525 3 28,267       DESIGNATED
(46) GIRL SCOUTS OF MICHIGAN
3275 WALKER NW
GRAND RAPIDS,MI49504 		38-1366924 3 87,934       DESIG AND ALLOC
(47) GLOBAL IMPACT
66 CANAL CENTER PLAZA SUITE 310
ALEXANDRIA,VA22314 		52-1273585 3 6,838       DESIGNATED
(48) GODFREY LEE ELEMENTARY
1920 GODFREY ST SW
WYOMING,MI49509 		27-1416830   20,000       SCHOOLS OF HOPE
(49) GOODWILL INDUSTRIES
3035 PRAIRIE ST SW
GRANDVILLE,MI49418 		38-6113049 3 60,263       DESIG AND ALLOC
(50) GR AFRICAN AMERICAN HEALTH INST
515 MICHIGAN NE STE 102
GRAND RAPIDS,MI49507 		06-1658200 3 65,487       DESIG & FISCAL SPONS
(51) GR OPPORTUNITIES FOR WOMEN
25 SHELDON BLVD SE 210
GRAND RAPIDS,MI49503 		38-2886028 3 33,210       DESIG AND ALLOC
(52) GR URBAN LEAGUE
745 EASTERN AVE SE
GRAND RAPIDS,MI49503 		38-1359259 3 146,360       DESIG, ALLOC, FISCAL
(53) GR YOUTH COMMONWEALTH
235 STRAIGHT AVE NW
GRAND RAPIDS,MI49504 		38-0593958 3 8,580       DESIGNATED
(54) GRAND RAPIDS COMM FOUNDATION
185 OAKES ST SW
GRAND RAPIDS,MI495034219 		38-2877959 3 64,314       DESIGNATED
(55) GRAND RAPIDS STUDENT ADV FOUN
111 LIBRARY NE 5TH FLOOR
GRAND RAPIDS,MI49503 		38-3137984 3 12,599       DESIGNATED
(56) GRANDVILLE EDUCATION FOUNDATION
3843 PRAIRIE STREET
GRANDVILLE,MI49418 		38-3012286 3 7,205       DESIGNATED
(57) GREATER KALAMAZOO UNITED WAY
709 S WESTNEDGE AVENUE
KALAMAZOO,MI49007 		38-1426895 3 42,570       DESIGNATED
(58) GREATER OTTAWA COUNTY UNITED WAY
PO BOX 1349
HOLLAND,MI49422 		38-3522782 3 93,764       DESIGNATED
(59) HABITAT FOR HUMANITY - KENT COUNTY
425 PLEASANT ST SW
GRAND RAPIDS,MI49503 		38-2527968 3 30,658       DESIGNATED
(60) HEALTH & MEDICAL RESEARCH
PO BOX 45754
SAN FRANCISCO,CA94145 		94-3217739 3 6,160       DESIGNATED
(61) HEALTHY HOMES COALITION OF WEST MI
742 FRANKLIN STREET SE
GRAND RAPIDS,MI49507 		20-5326650 3 40,971       DESIG AND ALLOC
(62) HEARTSIDE MINISTRIES
54 S DIVISION
GRAND RAPIDS,MI49503 		38-2477760 3 5,758       DESIG & EMERG. NEEDS
(63) HISPANIC CENTER OF W MI
1204 GRANDVILLE AVE SW
GRAND RAPIDS,MI49503 		38-2265825 3 231,999       DESIG, ALLOC, FISCAL
(64) HOME REPAIR SERVICES
1100 SOUTH DIVISION
GRAND RAPIDS,MI49507 		38-2263817 3 41,073       DESIG AND ALLOC
(65) HOPE NETWORK INC
PO BOX 141
GRAND RAPIDS,MI495010141 		38-6108186 3 133,576       DESIG AND ALLOC
(66) HOSPICE OF MICHIGAN - GRAND RAPIDS
989 SPAULDING SE
ADA,MI49301 		38-2255529 3 32,338       DESIGNATED
(67) IN THE IMAGE
1823 S DIVISION AVE
GRAND RAPIDS,MI49507 		38-3075239 3 8,874       DESIGNATED
(68) INNER CITY CHRISTIAN FEDERATION
920 CHERRY ST SE
GRAND RAPIDS,MI49506 		38-1903026 3 8,438       DESIGNATED
(69) JUBILEE JOBS INC
935 BAXTER SE
GRAND RAPIDS,MI49506 		38-2779590 3 25,092       DESIG AND ALLOC
(70) JUVENILE DIABETES RESEARCH FND
4595 BROADMOOR AVE SE SUITE 230
KENTWOOD,MI49512 		38-1443369 3 9,461       DESIGNATED
(71) KENT COUNTY HEALTH DEPARTMENT
300 MONROE AVE NW
GRAND RAPIDS,MI49503 		38-6004862   175,000       AGENCY SUPPORT
(72) KENT COUNTY TREASURER
300 MONROE AVE NW
GRAND RAPIDS,MI49503 		38-6004862   275,259       AGENCY SUPPORT
(73) KENT INTERMEDIATE SCHOOL DIST
2930 KNAPP ST NE
GRAND RAPIDS,MI49525 		38-1712500   7,803       DESIGNATED
(74) KENT REGIONAL 4-C
233 EAST FULTON SUITE 107
GRAND RAPIDS,MI495033262 		38-2066096 3 316,190       DESIGNATED
(75) KIDS FOOD BASKET
2055 OAK INDUSTRIAL DRIVE NE
GRAND RAPIDS,MI49505 		04-3760991 3 35,410       DESIGNATED
(76) KILLGOAR FOUNDATION
2504 ARDMORE ST SE
GRAND RAPIDS,MI49506 		38-3324244 3 6,755       DESIGNATED
(77) LEGAL AID OF WESTERN MICHIGAN
89 IONIA AVE NW
GRAND RAPIDS,MI49503 		38-2156874 3 148,938       DESIG AND ALLOC
(78) LIFE MATTERS WORLDWIDE
PO BOX 3158
GRAND RAPIDS,MI49501 		38-2518504 3 7,371       DESIGNATED
(79) LITERACY CENTER OF W MICHIGAN
1120 MONROE NW SUITE 240
GRAND RAPIDS,MI49503 		38-2725232 3 81,046       DESIG AND ALLOC
(80) LIVING STONES ACADEMY
PO BOX 7790
GRAND RAPIDS,MI49517 		27-1110309 3 6,903       DESIGNATED
(81) LUTHERAN CHILD & FAMILY SERVICES
1715 SUTERLAND DR SE
GRAND RAPIDS,MI49508 		41-1568278 3 32,000       ALLOCATION
(82) MECOSTA-OSCEOLA UW
315 IVES AVE
BIG RAPIDS,MI49307 		38-2489813 3 22,138       DESIGNATED
(83) MEL TROTTER MINISTRIES
225 COMMERCE AVE SW
GRAND RAPIDS,MI49503 		38-1410467 3 29,293       DESIGNATED
(84) MERCY HEALTH SAINT MARY'S
200 JEFFERSON SE
GRAND RAPIDS,MI49503 		27-2491974 3 7,697       DESIGNATED
(85) MESSIAH MISSIONARY BAPTIST CHURCH
513 HENRY AVENUE
GRAND RAPIDS,MI49503 		23-7314530   20,000       SCHOOLS OF HOPE
(86) MICHIGAN ASSOCIATION OF UNITED WAYS
330 MARSHALL STREET SUITE 211
LANSING,MI48912 		38-1359596 3 43,343       DUES
(87) MICHIGAN DEPARTMENT OF HUMAN SERV
235 S GRAND AVE
LANSING,MI48908 		38-6000134   236,157       AGENCY SUPPORT
(88) MICHIGAN MIGRANT LEGAL ASSOCIATION
648 MONROE CENTER
GRAND RAPIDS,MI49503 		38-2010346 3 31,993       DESIG AND ALLOC
(89) NATIONAL KIDNEY FOUNDATION OF MI
1169 OAK VALLEY DR
ANN ARBOR,MI48108 		38-1559941 3 8,373       DESIGNATED
(90) NELAND AVE CHRISTIAN REFORMED CHURC
940 NELAND SE
GRAND RAPIDS,MI49506 		38-1366937 3 20,270       DESIGNATED
(91) NEW HOPE BAPTIST CHURCH
130 DELAWARE ST SW
GRAND RAPIDS,MI49507 		23-7364078 3 106,538       DESIGNATED
(92) NORTH KENT COMM SVS CTR
10075 NORTHLAND DRIVE
ROCKFORD,MI49341 		38-2066893 3 27,892       DESIG AND ALLOC
(93) OTSEGO COUNTY UNITED WAY
116 E FIFTH STREET
GAYLORD,MI49735 		23-7156104 3 10,837       DESIGNATED
(94) PARTNERS FOR A RACISM FREE COMM
250 COMMERCE AVE SW
GRAND RAPIDS,MI49503 		45-2437631 3 20,000       SCHOOLS OF HOPE
(95) PAWS WITH A CAUSE
4646 SOUTH DIVISION
WAYLAND,MI49348 		38-2370342 3 56,333       DESIGNATED
(96) PINE REST CHRISTIAN SERVICES
300 68TH ST SE PO BOX 165
GRAND RAPIDS,MI49501 		38-1368360 3 86,486       DESIG AND ALLOC
(97) PLANNED PARENTHOOD CENTER
425 CHERRY SE
GRAND RAPIDS,MI495034691 		38-1782520 3 40,265       DESIGNATED
(98) PREGNANCY RESOURCE CENTER
415 CHERRY ST SE
GRAND RAPIDS,MI495034601 		38-2591608 3 10,092       DESIGNATED
(99) PROMISE OF HOPE
900 THOMAS STREET SE
GRAND RAPIDS,MI49506 		26-2664402 3 19,700       SCHOOLS OF HOPE
(100) RESTORERS INC
1413 MADISON SE
GRAND RAPIDS,MI49507 		38-3413593 3 10,737       DESIG AND ALLOC
(101) ROCKFORD EDUCATIONAL FOUND
235 COURTLAND ST
ROCKFORD,MI49341 		38-3034696 3 6,977       DESIGNATED
(102) ROOSEVELT PARK CHURCH
811 CHICAGO DRIVE SW
GRAND RAPIDS,MI49509 		38-3191528 3 20,000       SCHOOLS OF HOPE
(103) SAFE HAVEN MINISTRIES
3501 LAKE EAST BLVD SUITE 335
GRAND RAPIDS,MI49546 		38-2947328 3 8,483       DESIGNATED
(104) SALVATION ARMY
2615 GRANT AVENUE
OGDEN,UT84401 		13-5562351 3 451,919       DESIG AND ALLOC
(105) SCHOOL-TO-CAREER PROGRESSIONS
1422 MADISON AVE SE
GRAND RAPIDS,MI49507 		38-3580906 3 51,458       DESIG AND ALLOC
(106) SENIOR MEALS PROGRAM
2900 WILSON AVE SW SUITE 500
GRANDVILLE,MI49418 		38-2535537 3 99,294       DESIG AND ALLOC
(107) SENIOR NEIGHBORS INC
820 MONROE NW SUITE 460
GRAND RAPIDS,MI495031442 		23-7195491 3 167,511       DESIG AND ALLOC
(108) SOUTH END COMMUNITY
1545 BUCHANAN SW
GRAND RAPIDS,MI49507 		38-3038706 3 65,792       DESIG AND ALLOC
(109) SPECTRUM HEALTH
100 MICHIGAN ST NE
GRAND RAPIDS,MI49503 		38-2752328 3 60,148       DESIGNATED
(110) STEEPLETOWN
671 DAVIS NW
GRAND RAPIDS,MI49504 		38-3246215 3 52,952       DESIG AND ALLOC
(111) TALL TURF MINISTRIES
816 MADISON AVE SE
GRAND RAPIDS,MI49507 		38-1890465 3 23,101       DESIGNATED
(112) THE OTHER WAY MINISTRIES
710 WEST FULTON
GRAND RAPIDS,MI49504 		38-2236821 3 23,956       DESIG AND ALLOC
(113) THRESHOLDS
1225 LAKE DRIVE SE
GRAND RAPIDS,MI49506 		38-2063018 3 76,306       DESIG AND ALLOC
(114) UNITED CHURCH OUTREACH MINISTRY
1311 CHICAGO DRIVE SW
WYOMING,MI49509 		38-2640284 3 104,765       DESIG AND ALLOC
(115) UNITED METHODIST COMM HOUSE
904 SHELDON AVE SE
GRAND RAPIDS,MI49507 		38-1360555 3 268,673       DESIG, ALLOC, FISCAL
(116) UNITED WAY OF GENESEE
PO BOX 949
FLINT,MI485010949 		38-1359516 3 13,734       DESIGNATED
(117) UNITED WAY OF IONIA COUNTY
PO BOX 87
FENWICK,MI48834 		23-7136978 3 22,940       DESIGNATED
(118) UNITED WAY OF METRO ATLANTA
100 EDGEWOOD AVE NE 2ND FLOOR
ATLANTA,GA30303 		58-0566194 3 5,675       DESIGNATED
(119) UNITED WAY OF NORTHWEST MI
521 S UNION STREET
TRAVERSE CITY,MI49685 		38-1679060 3 34,734       DESIGNATED
(120) UNITED WAY OF SAGINAW CO
100 SOUTH JEFFERSON AVE 3RD FLOOR
SAGINAW,MI48607 		38-1358215 3 6,292       DESIGNATED
(121) UNITED WAY OF THE LAKESHORE
PO BOX 207
MUSKEGON,MI494430207 		38-1426895 3 57,742       DESIGNATED
(122) UNITED WAY WORLDWIDE
701 N FAIRFAX ST 3RD FLOOR
ALEXANDRIA,VA223142045 		13-1635294 3 134,339       DESIG AND DUES
(123) UNITED WAYS OF NEW ENGLAND
51 SLEEPER STREET
BOSTON,MA022101208 		04-2687831 3 13,722       DESIGNATED
(124) UW FOR SOUTHEASTERN MI
660 WOODWARD AVENUE SUITE 300
DETROIT,MI482261849 		20-3099071 3 6,433       DESIGNATED
(125) UW OF SOUTHWEST MICHIGAN
PO BOX 807
BENTON HARBOR,MI490230807 		38-1358411 3 19,419       DESIGNATED
(126) VAN BUREN COUNTY UNITED WAY
181 W MICHIGAN AVE 4
PAW PAW,MI490791423 		23-7113927 3 6,832       DESIGNATED
(127) VANANDEL RESEARCH INSTITUTE
333 BOSTWICK AVE NE
GRAND RAPIDS,MI49503 		52-2000823 3 6,027       DESIGNATED
(128) VISITING NURSE ASSOC OF WEST MI
1401 CEDAR NE
GRAND RAPIDS,MI49503 		38-1359195 3 48,302       DESIG AND ALLOC
(129) WEDGWOOD CHRISTIAN SERVICES
PO BOX 88007
GRAND RAPIDS,MI495180007 		38-1918221 3 65,358       DESIG AND ALLOC
(130) WEST ELEMENTARY SCHOOL
3546 CLYDE PARK AVE SW
WYOMING,MI49509 		27-1416830   20,000       SCHOOLS OF HOPE
(131) WEST MI REFUGEE EDU & CULTURAL CTR
224 CARRIER STREET
GRAND RAPIDS,MI49505 		06-1770896 3 25,000       ALLOCATION
(132) WEST MICHIGAN AVIATION ACADEMY
5363 44TH ST SE
GRAND RAPIDS,MI49512 		27-1061016   19,700       FISCAL SPONSORSHIPS
(133) WEST MICHIGAN CENTER FOR ARTS
98 E FULTON ST STE 202
GRAND RAPIDS,MI49503 		74-3120354 3 47,078       DESIGN AND ALLOC
(134) WOMEN'S RESOURCE CENTER
678 FRONT AVE NW SUITE 180
GRAND RAPIDS,MI49504 		38-2008886 3 143,685       DESIG AND ALLOC
(135) YMCA OF GREATER GRAND RAPIDS
475 LAKE MICHIGAN DR NW
GRAND RAPIDS,MI49504 		38-1358058 3 293,121       DESIG AND ALLOC
(136) YOUNG LIFE OF GRAND RAPIDS
PO BOX 511
ALLENDALE,MI49401 		84-0385934 3 9,810       DESIGNATED
(137) YWCA WEST CENTRAL MICHIGAN
25 SHELDON BLVD SE
GRAND RAPIDS,MI49503 		38-1359578 3 339,898       DESIG AND ALLOC
(138) GRANTS 5000 OR LESS

 
  		  729,164        
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
11
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2012

Schedule I (Form 990) 2012
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.
Part III can be duplicated 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, Part III, column (b), and any other additional information.
Identifier Return Reference Explanation
PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS INSIDE THE UNITED STATES SCHEDULE I, PAGE 1, PART I, LINE 2 FOR GRANTS TO AGENCY PROGRAMS, INVESTMENT COUNCILS ARE USED TO REVIEW AND SELECT 501(C)(3) AGENCIES TO RECEIVE ALLOCATIONS (GRANTS) WITH ASSISTANCE FROM STAFF. AGENCIES ARE REQUIRED TO SUBMIT A PROPOSAL DESCRIBING HOW THE FUNDS WILL BE USED AND THE OUTCOMES TO BE ACHIEVED. THEIR AUDITS ARE REVIEWED TO GAIN ASSURANCE THAT THEY FOLLOW SOUND FISCAL POLICIES. AGENCIES ALSO VERIFY THEIR COMPLIANCE WITH THE PATRIOT ACT AND THAT THEY ARE AN IRS CODE SECTION 501(C)(3) ORGANIZATION. STAFF MONITOR THEIR PERFORMANCE WITH THE ASSISTANCE OF THE INVESTMENT COUNCILS. AGENCIES ARE REQUIRED TO SUBMIT OUTCOME REPORTS. INVESTMENT COUNCILS AND STAFF INVESTIGATE REPORTS THAT ARE NOT MEETING STATED GOALS. AGENCIES ARE REQUIRED TO NOTIFY STAFF IF A FUNDED PROGRAM IS ENDING. THE INVESTMENT COUNCILS AND STAFF DECIDE WHERE THOSE FUNDS ARE REDIRECTED TO. FOR DONOR DESIGNATIONS, AGENCIES VERIFY THEIR COMPLIANCE WITH THE PATRIOT ACT AND THAT THEY ARE AN IRS CODE SECTION 501(C)(3) ORGANIZATION.
Schedule I (Form 990) 2012


Additional Data


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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
2012
Open to Public Inspection
Name of the organization
HEART OF WEST MICHIGAN UNITED WAY
 
Employer identification number

38-1360923
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 of 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 filing organization used 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 Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2012

Schedule J (Form 990) 2012
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 (E) amounts for that individual.
(A) Name and Title (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)MAUREEN NOEPRESIDENTCEO (i)
(ii)		 145,420
  		10,000
  		 
  		7,788
  		14,124
  		177,332
  		 
 
Schedule J (Form 990) 2012

Schedule J (Form 990) 2012
Page 3
Part III
Supplemental Information
Complete this part to provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II.
Also complete this part for any additional information.
Identifier Return Reference Explanation
Schedule J (Form 990) 2012

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 organizations answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image Attach to Form 990.
OMB No. 1545-0047
2012
Open to Public Inspection
Name of the organization
HEART OF WEST MICHIGAN UNITED WAY
 
Employer identification number

38-1360923
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 31 427,187 FMV ON DATE RECEIVED
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
Yes
 
32a
Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash
contributions? ..........................
32a
 
No
b
If "Yes," describe in Part II.
33
If the organization did not report an amount in column (c) for a type of property for which column (a) is checked,
describe in Part II.
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 51227J
Schedule M (Form 990) (2012)
Schedule M (Form 990) (2012)
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 (Form 990) (2012)
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
2012
Open to Public
Inspection
Name of the organization
HEART OF WEST MICHIGAN UNITED WAY
 
Employer identification number

38-1360923
Identifier Return Reference Explanation
ORGANIZATION'S MISSION FORM 990 - ORGANIZATION'S MISSION TO IMPACT LIVES IN WEST MICHIGAN BY MOBILIZING THE CARING POWER OF VOLUNTEERS, DONORS, AGENCIES, AND COMMUNITY PARTNERS. THE MOST SIGNIFICANT ACTIVITY IS RAISING FUNDS SO AGENCY PROVIDERS AND INTERNAL PROGRAMS CAN IMPROVE PEOPLE'S LIVES BY IMPROVING THEIR EDUCATION, INCOME AND HEALTH.
ADDITIONAL INFORMATION FORM 990 THE OVERHEAD RATE FOR THE YEAR ENDING JUNE 30, 2013 IS 10.4%. THIS IS AN INCREASE FROM 7.6% FOR THE PRIOR YEAR. OVERHEAD IS CALCULATED AS FOLLOWS: PART IX, LINE 25, COLUMN C + COLUMN D DIVIDED BY PART VIII, LINE 12, COLUMN A. (543,205 + 1,061,432) / 15,415,349 = 10.4%. CALCULATION IS DONE ACCORDING TO UNITED WAY WORLDWIDE STANDARDS. ALL LINES LEFT BLANK ARE NOT APPLICABLE TO THE ORGANIZATION.
THIRD ACCOMPLISHMENT DESCRIPTION FORM 990, PAGE 2, PART III, LINE 4C FINANCIAL LITERACY CLASSES WHICH INCLUDES A MATCH ON THE AMOUNT PARTICIPANTS SAVE. - UNITED WAY VOLUNTEER CENTER IS A COMMUNITY RESOURCE THAT FACILITATES MATCHING VOLUNTEERS TO SCHOOLS, NON-PROFIT AGENCIES, AND GOVERNMENT ORGANIZATIONS. THE INTERACTIVE AND USER-FRIENDLY ONLINE SYSTEM (HANDS-ON CONNECT) PROVIDES TOOLS TO CREATE AND MANAGE VOLUNTEER TEAMS OR GROUPS. - ESSENTIAL NEEDS TASK FORCE (ENTF), WITH HUNDREDS OF NON-PROFITS, GOVERNMENTAL AGENCIES, FAITH-BASED ORGANIZATIONS, FUNDERS, AND CONCERNED VOLUNTEERS, HAS BEEN WORKING SINCE 1982 TO HELP KENT COUNTY'S MOST VULNERABLE CITIZENS OBTAIN THE BASICS NEEDED TO BE SELF-SUFFICIENT. THE ENTF DEVELOPS COMMUNITY STRUCTURES THAT HELP ELIMINATE POVERTY'S SYMPTOMS. - LABOR PARTICIPATION PROGRAMS PROVIDES 2-1-1 TYPE SERVICES TO UNION MEMBERS. - UNITED WAY PROJECT BLUEPRINT IS A LEADERSHIP DEVELOPMENT PROGRAM WITH THE GOAL OF INCREASING THE NUMBER OF ETHNICALLY DIVERSE PROFESSIONALS PROVIDING VOLUNTEER LEADERSHIP TO THE BOARDS AND COMMITTEES OF WEST MICHIGAN NON- PROFIT AGENCIES. - UNITED WAY NEXTGEN ENGAGES YOUNG LEADERS IN GIVING, ADVOCATING AND VOLUNTEERING TO IMPACT THE COMMUNITY AND SUPPORT THE WORK OF HEART OF WEST MICHIGAN UNITED WAY.
ALL OTHER ACCOMPLISHMENT DESCRIPTION FORM 990, PAGE 2, PART III, LINE 4D FISCAL SPONSORSHIPS
OFFICERS WHO CANNOT BE REACHED FORM 990, PAGE 6, PART VI, LINE 9 SUSAN STODDARD 4450 CASCADE RD SE, SUITE 200 GRAND RAPIDS, MI 49546
ORGANIZATION'S PROCESS USED TO REVIEW FORM 990 FORM 990, PAGE 6, PART VI, LINE 11B THE FINANCE AND AUDIT COMMITTEE REVIEWS THE FORM 990 IN DETAIL. IT IS THEN REVIEWED BY THE BOARD. IT IS THEN FILED WITH THE IRS. THE PRESIDENT/CEO, MAUREEN NOE, AND THE CFO, GEOFFREY J. BREMER, HEREBY CERTIFY THAT: 1. I HAVE READ THE IRS FORM 990 OF THE HEART OF WEST MICHIGAN UNITED WAY FOR THE YEAR ENDED JUNE 30, 2013. 2. BASED ON MY KNOWLEDGE, THE FORM 990 DOES NOT CONTAIN ANY UNTRUE STATEMENT OF MATERIAL FACT OR OMIT TO STATE A MATERIAL FACT NECESSARY TO MAKE THE STATEMENT MADE, IN LIGHT OF THE CIRCUMSTANCES UNDER WHICH SUCH STATEMENTS WERE MADE, NOT MISLEADING. 3. BASED ON MY KNOWLEDGE, THE FORM 990 FAIRLY PRESENTS, IN ALL MATERIAL RESPECTS, THE OPERATIONS OF HEART OF WEST MICHIGAN UNITED WAY FOR THE YEAR ENDED JUNE 30, 2013.
ENFORCEMENT OF CONFLICTS POLICY FORM 990, PAGE 6, PART VI, LINE 12C OFFICERS, DIRECTORS, KEY EMPLOYEES AND ALL OTHER EMPLOYEES ARE REQUIRED TO COMPLETE AND SIGN A CODE OF ETHICS AND CONFLICT OF INTEREST STATEMENT. THIS IS DONE ON AN ANNUAL BASIS AND UPON HIRE OF NEW EMPLOYEES. THE BOARD CHAIR AND THE PRESIDENT REVIEW ALL OFFICERS, BOARD OF DIRECTORS, AND KEY EMPLOYEE FORMS THAT SHOW A POTENTIAL CONFLICT OF INTEREST. THE PRESIDENT, CHIEF FINANCIAL OFFICER AND VP OF WORKFORCE DEVELOPMENT REVIEW ALL EMPLOYEE FORMS THAT SHOW A POTENTIAL CONFLICT OF INTEREST. IF DISCUSSIONS/VOTES ARE HELD, THE PERSON WITH THE CONFLICT WILL MENTION IT. IF THEY DON'T, THEN THE BOARD CHAIR OR PRESIDENT WILL. THE PERSON WILL ABSTAIN FROM VOTING ON THE DECISION AS APPROPRIATE.
COMPENSATION PROCESS FOR TOP OFFICIAL FORM 990, PAGE 6, PART VI, LINE 15A - THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS DETERMINES THE COMPENSATION OF THE PRESIDENT/CEO. NONE OF THE MEMBERS OF THE EXECUTIVE COMMITTEE ARE EMPLOYEES OF HEART OF WEST MICHIGAN UNITED WAY. COMPARABLE DATA FROM OTHER SIMILARLY SIZED UNITED WAYS AND LOCAL NON-PROFITS ARE GATHERED AND ANALYZED. THIS INFORMATION, ALONG WITH THE RESULTS OF THE ANNUAL PERFORMANCE EVALUATION, IS USED TO DETERMINE THE PRESIDENT/CEO'S COMPENSATION. THE DELIBERATIONS AND DECISION ARE DOCUMENTED IN THE MINUTES FROM THE EXECUTIVE COMMITTEE'S EXECUTIVE SESSION OF THE MEETING AT WHICH THIS WAS DISCUSSED. - THE OTHER OFFICER, THE CHIEF FINANCIAL OFFICER, HAS HIS COMPENSATION DETERMINED BY THE PRESIDENT/CEO. COMPARABLE DATA FROM OTHER SIMILARLY SIZED UNITED WAYS AND LOCAL NON-PROFITS ARE GATHERED AND ANALYZED. THIS INFORMATION, ALONG WITH THE RESULTS OF THE ANNUAL PERFORMANCE EVALUATION, IS USED TO DETERMINE THE CFO'S COMPENSATION. - THERE ARE NO OTHER OFFICERS OR KEY EMPLOYEES IN OUR ORGANIZATION.
GOVERNING DOCUMENTS DISCLOSURE EXPLANATION FORM 990, PAGE 6, PART VI, LINE 19 OUR GOVERNING DOCUMENTS (ARTICLES OF INCORPORATION AND BY-LAWS), CONFLICT OF INTEREST POLICY, DETERMINATION LETTER, AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON OUR WEBSITE AND UPON REQUEST.
RECONCILIATION OF CHANGES - OTHER FORM 990, PART XI, LINE 9 CHANGE IN BENEFICIAL INTEREST OF ASSETS HELD BY TRUSTS 0 AND FOUNDATIONS 188,311 BAD DEBT RECOVERIES 80,830 RENTAL EXPENSES 18,800 DESIGNATED DONATIONS TO CHARITABLE ORGANIZATIONS SPECIFIED 0 BY THE DONOR -3,438,285 BAD DEBT EXPENSE -46,608 RENTAL EXPENSES -18,800 DESIGNATED DONATIONS TO CHARITABLE ORGANIZATIONS SPECIFIED 0 BY THE DONOR 3,058,937
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2012

Additional Data


Software ID:  
Software Version: