Barry County United Way

Nonprofit profile at a glance

EIN
386062803
IRS 990 coverage
2010–2024
Forms available
Form 990 2024
Location
Hastings, MI, USA
Phone
2699454010
Rating
85
Verdict
STRONG
Rating confidence
Moderate
Sector
Federated Giving Programs

Official website

Reported finances

Revenue
$1,750,458
Expenses
$1,349,664
Assets
$2,636,259
Liabilities
$149,694

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

33 people listed

Executive titles in this filing

  • BRIAN MCKEOWN (PAST PRESIDENT)
  • RICH FRANKLIN (PRESIDENT)
  • LANI FORBES (EXECUTIVE DIRECTOR)

Highest reported compensation

  • LANI FORBES (EXECUTIVE DIRECTOR): $130,000 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Improving lives by mobilizing the caring power of barry county communities.

What it reported doing in 2024

To accomplish our mission to improve lives by mobilizing the caring power of barry county communities we have completed the following during 2023/2024 fiscal year:- provided funding to 34 programs that were accessed over 68,000 times by residents of barry county in four funding areas: helping youth achieve their full potential, addressing urgent and emerging needs, supporting families to achieve well being and success, and assisting seniors adults find support and maintain independence.- the barry county united way was also able to provide direct assistance to clients through housing and utility state grants as well as the veterans affairs office for our community.- partnerships with other businesses and not for profits enable barry county united way to impact the community in many ways including:-- 203 community members were trained in cpr & aed-- 309 children were able to shop for backpacks and school supplies-- 34 families received education and installation of car seats-- 509 children received christmas presents-- 700 veterans were provided with assistance-- 753 households accessed 211 services within the program-- 767 households accessed assistance for taxes through the volunteer in tax assistance program-- 497 families accessed assistance for housing and utilities.-- 43,234 times residents accessed the fresh food initiative.

Operating model

Revenue model
Donor-supported. 62% of the money available for current operations came from contributions and gifts.
Distribution model
Cannot be determined from the filing. The program-spending lines do not add up, so the filing cannot show reliably whether the nonprofit works directly or through others.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Some filed totals do not add up and reported officer compensation is a large share of total spending, which may reflect staffing concentration.

Rating breakdown

  • Financial Efficiency: 76
  • Transparency & Controls: 89
  • Accountability: 100
  • Sustainability: 66
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 69.7%; rating input score 70
  • Program expense ratio: 89%; rating input score 89
  • Fundraising efficiency: $27.43 raised per $1 spent on fundraising; rating input score 66; 66th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 93.3%; rating input score 93; 22nd percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 96.7%; rating input score 97; 44th percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
  • Governance controls: 8 of 8 controls in place; rating input score 100
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 22.9%; rating input score 79; 79th percentile among comparable filings
  • Total-asset coverage ratio: 1.95; rating input score 64; 64th percentile among comparable filings
  • Liabilities to assets ratio: 0.06; rating input score 50; 50th percentile among comparable filings
  • Officer compensation ratio: 9.6%; rating input score 38; 38th percentile among comparable filings

Growth

  • Program expense growth: 4.4% per year; rating input score 100; 39th percentile among comparable filings
  • Revenue growth: 5.7% per year; rating input score 100; 48th percentile among comparable filings
  • Asset growth: 8% per year; rating input score 100; 52nd percentile among comparable filings

Details

  • Where the money goes: 69.7% of revenue deployed · 89% of spending went to programs
  • Governance: 33 of 33 board members independent · 8 of 8 filing controls reported
  • Programs: 2 filed program accomplishments · $1.2M in reported program spending
  • Leadership: top reported pay $130K · 33 people listed
  • Consistency: 30 of 31 current checks pass · 1 finding to review
  • Schedules: 6 filed schedules · includes major donors and grants
  • Filing history: 14 filing years from 2010 to 2024
  • Contacts: How to reach this organization
  • Money network: 13 filed money-flow records
  • Related organizations: 10 filed related-organization links
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Review — Transparency & Controls: Domestic grant itemization did not reconcile in the filed values.
  • Moderate — Sustainability: Officer compensation ratio scored 38/100.
  • Review — Sustainability: Liabilities to assets ratio scored 50/100.