Marshall United Way EIN 23-7161104

Marshall United Way

EIN  23-7161104 Public foundation / grantmaker Marshall, MI Founded 1988
Form 990 (PDF) Compare with another nonprofit →
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Size
$100K–1M
What they do
Funds local charities in Calhoun County and surrounding areas.
Leadership
Money in and out
$118K revenue, $106K expenses
Bottom line
81% program efficiency

Funds local charities in Calhoun County and surrounding areas. For fiscal year 2024 it reported $118K in revenue, $106K in expenses, and $247K in net assets.Pt I

Grants paid & assets · FY2024
Total revenue
$118K
Pt VIII · Ln 12
Total expenses
$106K
Pt IX · Ln 25
Net assets
$247K
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): $12K
Where spending went · Part IX cols B–D
Program services $0.81 Management & general $0.12 Fundraising $0.07
Program efficiency
81%
of spending reaches programs▼ -6% vs prior filing year
Operating runway
28.9mo
months of highly liquid reserves at operating expense rate▲ +55% vs prior filing year
Surplus margin
+10%
revenue over expenses, this year▼ -25% vs prior filing year

Summary of the Filing

Part I · fiscal year 2024 · Form 990
Revenue
$118K
FY2024▼ -26%
Expenses
$106K
FY2024▼ -23%
Total assets
$256K
FY2024▲ +7%
Total liabilities
$9K
FY2024▲ +175%
Total revenue
$118K
Pt VIII · Ln 12
Total expenses
$106K
Pt IX · Ln 25
Net assets
$247K
Pt X · Ln 32
Revenue less expensesPt I · Ln 19$12K
Total assetsPt X · Ln 16$256K
Program-expense ratioPt IX · col B81%
Voting members of governing bodyPt I · Ln 310
Independent voting membersPt I · Ln 410
Mission & Programs · Part III

Where the work happens

1 program service, described in the organization's own filed words · FY2024.
01

To increase organized capacity of people to care for one another

Pt IX · col B

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Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item CMarshall United Way
EINHdr · item D23-7161104
Principal addressHdr · item CMarshall, MI
WebsiteHdr · item Jnone reported
Year of formationHdr · item L1988
State of legal domicileHdr · item MMI
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFFoundations & Grantmakers (T70Z)
Ruling yearIRS BMFJan 1973

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1a10
Independent voting membersPt VI · Ln 1b10
Conflict-of-interest policyPt VI · Ln 12aYes
Whistleblower policyPt VI · Ln 13Yes
Document retention policyPt VI · Ln 14Yes
CEO/top-official compensation independently reviewedPt VI · Ln 15aNo
Family or business relationships among officers/directorsPt VI · Ln 2No

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A

Patty Parker’s $19K as Executive Di is at the 18th percentile of top reported officer pay among 1264 $100K–1M philanthropy & grantmaking nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 2 named individuals · Part VII

NameFY2023FY2022FY2021FY2020
Cindy Lake$25,192$23,947$23,799
Patty Parker$19,478

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Statement of Revenue

Part VIII
Contributions & grants$67K · 57%
Other revenue$45K · 38%
Investment income$6K · 5%
Contributions & grants57%$67K
Other revenue38%$45K
Investment income5%$6K
Total revenueLn 12$118K

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.81 Management & general $0.12 Fundraising $0.07
Program services81%$86K
Management & general12%$13K
Fundraising7%$7K
Total functional expensesLn 25$106K

Balance Sheet

Part X · end of year
CashLn 1$252K
Total assetsLn 16$256K
Total liabilitiesLn 26$9K
Total net assetsLn 32$247K
Months of cash on handcomputed28.5

Financial Metrics

Form 990 · FY2024 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $252K · Operating expenses (Pt IX) $106K · Less non-cash grants $1K · Cash operating expenses/yr $105K
28.9 months
Where the money goes
Program services
Program services $86K · Total expenses $106K
81%
Management & General
Management & general $13K · Total expenses $106K
12%
Fundraising
Fundraising $7K · Total expenses $106K
7%
Cost to raise $1
Fundraising expense (3-yr avg) $6K · Solicited contributions (3-yr avg) $73K
$0.09 to raise $1 (3-yr avg)
Where the money comes from
Contribution dependence
Contributions & grants $67K · Total revenue $118K
57%
Government reliance
Government grants — · Total revenue $118K
Earned-income share
Program service revenue $0 · Total revenue $118K
0%
Investment reliance
Investment income $6K · Total revenue $118K
+5%
Program self-sufficiency
Program service revenue $0 · Total expenses $106K
0%
Growth & trend
Revenue growth (YoY)
This year $118K · Prior year $158K
-26%
Revenue CAGR
FY2019 $123K · FY2024 $118K
-1%
Net-asset trend (YoY)
End of year $247K · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $118K · Expenses $106K
+10%
Liabilities-to-Assets
Total liabilities — · Total assets $256K
Net-asset ratio
Net assets $247K · Total assets $256K
97%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) — · Other securities (Pt X, ln 12) — · Total assets (Pt X, ln 16) $256K
Excludes program-related investments (Pt X, ln 13)
People & payroll
Highest Reported Total Compensation
Individual Ian Gilyard-Schnaitman · Reported title DIRECTOR · Highest reported compensation $0 · Total expenses $106K
0%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) $24K · Total expenses $106K
23%
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Program ratio 81%
Overhead ratio 12%
Fundraising cost ratio 11%
Revenue growth -26%

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

Grants

Schedule I · received and paid
Grants received · FY2024
Total grants receivedfrom 1 funder$3K
Grants paid · 66 grants · $533K · 2019–2024
Mobile Meals INC of MarshallFY2024$10,861
Marshall Public SchoolsFY2024$9,250
South Michigan Food BankFY2024$5,431
Mobile Meals INC of MarshallMI · FY2023$14,446
Fountain ClinicMI · FY2023$13,846
Marshall Public SchoolsFY2023$13,500
Legal Services Organization of Sc MFY2023$7,400
Guardian Finance and AdvocacyFY2023$7,223
Kids N Stuff MuseumFY2023$7,223
Marshall Public SchoolsFY2022$18,000
Fountain ClinicMI · FY2022$15,000
Mobile Meals INC of MarshallMI · FY2022$15,000
Guardian Finance and AdvocacyFY2022$12,000
Mar Lee School DistrictFY2022$6,500
Marshall Public SchoolsFY2021$16,875
Fountain ClinicMI · FY2021$15,000
Mobile Meals INC of MarshallMI · FY2021$15,000
See all 66 grants →

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Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2024$158K revenue · ⤓ 990 PDF
FY2023$116K revenue · ⤓ 990 PDF
FY2022$182K revenue · ⤓ 990 PDF
FY2021$142K revenue · ⤓ 990 PDF
FY2020$123K revenue · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2024IRS
Classification, formation year, addressIRS Business Master File
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