Marshall United Way FY2020 filing

Tax-deductible

Marshall, MI501(c)(3)Since 1988Foundations & GrantmakersEIN 23-7161104Revenue $123K in FY2020

On file with the IRS1200 W Michigan Ave, 49068-1463 · Marshall, MITax-exempt since Jan 1973Publicly supported charity — 170(b)(1)(A)(vi)

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To increase organized capacity of people to care for one another

501(c)(3) charity; gifts are tax-deductible.
85¢ of each $1 spent went to programs.
$24K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 6
filings with a surplus
Average deficit $505 a year · under 1% of revenue · last 6 filings
Fine: a surplus in 4 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
85%
of spending
Looks good: 85% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$24K
to officers and key staff · 16% of spending
Fine: pay to officers and key staff is 16% of spending; 15% to 20%.
Pt VII · Sec A
Cash reserves
16 mo
of spending, in cash
Looks good: 15.7 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $3K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$12K
5% of total assets
Looks good: liabilities are 5% of assets; 50% or less.
Pt X · Ln 26
Independent board members
0
of 13 voting members
Concern: none of 13 voting members are independent.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$123K
Spent
$144K
To programs
85%
Net assets
$229K
By yearFY2020–FY2025
Revenue
$123K
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$123K
FY2021$142K
FY2022$182K
FY2023$116K
FY2024$158K
FY2025$118K
Expenses
$144K
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$144K
FY2021$137K
FY2022$180K
FY2023$137K
FY2024$137K
FY2025$106K
Net assets
$229K
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$229K
FY2021$234K
FY2022$236K
FY2023$215K
FY2024$236K
FY2025$247K

From the FY2020 Form 990 (year ending August 2020) · see the original

990 PDF Claim
You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jan 1973.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

85 cents of each dollar spent went to programs.

Program services 85% · $123K Management & general 9% · $13K Fundraising 6% · $9K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

14 people listed on the 990; $24K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2019); the FY2020 filing did not itemize Part VII
Executive Director
$23,799Pt VII · Sec A
President
$0Pt VII · Sec A
Vice President
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A

Patty Parker’s $19K as Executive Di is at the 18th percentile of top reported officer pay among 1265 $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.

See Marshall United Way executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Funds local charities in Calhoun County and surrounding areas.

Questions for Marshall United Way

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Provided by the organization

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1 program · $123K · in their own filed words · FY2019
01

Public support of the united way campaign $98,096GOLF outing supporting the united way campaign $12,224HALLOWEEN hustle supporting the united way campaign $5,651

$123Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

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 →

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$123K
Ln 12
Gifts and grantsLn 1h$104K
Other incomeLn 4–11$18K
Investment incomeLn 3$1K
Money outPt IX
$144K
Ln 25
Programscol B$123K
Managementcol C$13K
Fundraisingcol D$9K
Owns and owesPt X
$229K
net assets · Ln 32
Cash and savingsLn 1–2$188K
Total assetsLn 16$240K
LiabilitiesLn 26$12K
PeoplePt VI, VII
14
listed · VII A
PaidVII A1
Voting boardVI 1a13
IndependentVI 1b0
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$104K
Noncash giftsLn 1g$6K
Investment incomeLn 3$1K
Other incomeLn 4–11$18K
Total revenueLn 12$123K
Assets in detailPt X, end of year
CashLn 1$101K
SavingsLn 2$87K
Cash and savings togetherLn 1–2$188K
Land, buildings, equipmentLn 10c$1K
Total assetsLn 16$240K
LiabilitiesLn 26$12K
Net assetsLn 32$229K
OperationsPt I, VI
EmployeesI 51
VolunteersI 60
Fiscal year endsHeaderAugust
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$182K$188K
Land, buildings, equipmentLn 10c$0$1K
Total assetsLn 16$252K$240K
LiabilitiesLn 26$2K$12K
Net assetsLn 32$250K$229K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$101K$101K
Other salaries and wagesLn 7$24K$17K$5K$2K
Payroll taxesLn 10$2K$1K$370$185
Accounting feesLn 11c$4K$4K
Office expensesLn 13$656$459$131$66
OccupancyLn 16$735$515$147$73
Depreciation, depletion and amortizationLn 22$204$204
InsuranceLn 23$601$601
Other expenses (24a–d)Ln 24$10K$2K$3K$6K
All other expensesLn 24e$2K$1K$330$166
Total functional expensesLn 25$144K$123K$13K$9K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $118K$106K$12K$247K 990 PDF
FY2024 $158K$137K$21K$236K 990 PDF
FY2023 $116K$137K−$21K$215K 990 PDF
FY2022 $182K$180K$2K$236K 990 PDF
FY2021 $142K$137K$5K$234K 990 PDF
FY2020 Viewing $123K$144K−$22K$229K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2020 990 (6 parts)
Part I · Summary $122,837 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $159,560$103,808
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $1,940$1,154
I-11 Other revenuePrior year $39,625$17,875
I-12 Total revenuePrior year $201,125$122,837
I-13 Grants and similar amounts paidPrior year $137,565$100,931
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $24,553$25,650
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $22,026$17,868
I-18 Total expensesPrior year $184,144$144,449
I-19 Revenue less expensesPrior year $16,981−$21,612
Part VI · Governance 0 of 13 board members independent, 1 to look at
VI-1a Voting members of the governing body13
VI-1b Independent voting members0
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $122,837 across 6 lines filed
VIII-1f All other contributions, gifts and grants$103,808
VIII-1g Noncash contributions (included above)$5,712
VIII-1h Total contributions, gifts and grants$103,808
VIII-3 Investment incomeUnrelated business $1,154$1,154
VIII-8 Net income from fundraising eventsExcluded from tax $17,875$17,875
VIII-12 Total revenueRelated to mission $0 · Unrelated business $1,154 · Excluded from tax $17,875$122,837
Part IX · Statement of functional expenses $144,449 across 10 lines filed
IX-1 Grants to domestic organizationsPrograms $100,931$100,931
IX-7 Other salaries and wagesPrograms $16,659 · Management $4,760 · Fundraising $2,380$23,799
IX-10 Payroll taxesPrograms $1,296 · Management $370 · Fundraising $185$1,851
IX-11c Accounting feesManagement $3,677$3,677
IX-13 Office expensesPrograms $459 · Management $131 · Fundraising $66$656
IX-16 OccupancyPrograms $515 · Management $147 · Fundraising $73$735
IX-22 Depreciation, depletion and amortizationManagement $204$204
IX-23 InsuranceManagement $601$601
IX-24 Other expenses (24a–d)Programs $1,624 · Management $2,795 · Fundraising $5,923$10,342
IX-24e All other expensesPrograms $1,157 · Management $330 · Fundraising $166$1,653
IX-25 Total functional expensesPrograms $122,641 · Management $13,015 · Fundraising $8,793$144,449
Part X · Balance sheet $240,250 assets, 10 lines filed
X-1 Cash, non-interest-bearingStart of year $96,180$101,192
X-2 Savings and temporary cash investmentsStart of year $86,242$87,256
X-3 Pledges and grants receivableStart of year $69,790$50,785
X-10c Land, buildings and equipment, netStart of year $0$1,017
X-16 Total assetsStart of year $252,212$240,250
X-25 Other liabilitiesStart of year $1,877$11,527
X-26 Total liabilitiesStart of year $1,877$11,527
X-27 Net assets without donor restrictionsStart of year $250,335$228,723
X-32 Total net assets or fund balancesStart of year $250,335$228,723
X-33 Total liabilities and net assetsStart of year $252,212$240,250
Part XI · Reconciliation of net assets $228,723 net assets at year end
XI-1 Total revenue$122,837
XI-2 Total expenses$144,449
XI-3 Revenue less expenses−$21,612
XI-4 Net assets at start of year$250,335
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$228,723

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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