UNITED WAY OF THE EASTERN UPPER PENINSULA

Address
PO BOX 451
SAULT STE MARIE, MI 49783
Contact
Website: http://www.unitedwayeup.org
Phone: +1 (906) 632-3700
Nonprofit
NTEE: T70 - Fund Raising Organizations That Cross Categories
EIN: 38-1678240

Mission

TO ADVANCE THE COMMON GOOD BY MOBILIZING THE CARING POWER OF COMMUNITIES.
 20172016201520142013
Basic features of the organization
Year of formation1979
Subsection code03
PF filing required0    
Form of organization
CorporationTrue
Human resources, including compensation
Summary compensation info
Total compensation of current key personnel$32,347.00 $28,122.00$35,289.00$30,967.00
Sum of reportable (W2/1099) compensation$32,433.00 $33,982.00$33,497.00$32,759.00
Number of employees45334
Number of volunteers142375373451364
Personnel
Becker, Phil
Title  DIRECTORDIRECTORDIRECTOR
Name of key/compensated person  PHIL BECKERPHIL BECKERPHIL BECKER
Position of compensated person
Current individual trustee or director  TrueTrueTrue
Average hours per week working for org  2.002.002.00
Reportable compensation from org  $0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs  $0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs   $0.00$0.00$0.00
Boger, Carol
Title   DIRECTORPRESIDENT
Name of key/compensated person   CAROL BOGERCAROL BOGER
Position of compensated person
Current individual trustee or director   TrueTrue
Average hours per week working for org   2.002.00
Reportable compensation from org   $0.00$0.00
Other comp, non-reportable, from org and related orgs   $0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs    $0.00$0.00
Boulley, Angeline
TitleDIRECTORDIRECTORDIRECTOR  
Name of key/compensated personANGELINE BOULLEYANGELINE BOULLEYANGELINE BOULLEY  
Position of compensated person
Current individual trustee or directorTrueTrueTrue  
Average hours per week working for org1.002.002.00  
Reportable compensation from org$0.00$0.00$0.00  
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00  
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00  
Calcaterra, Marielle
Title   DIRECTOR 
Name of key/compensated person   MARIELLE CALCATERRA 
Position of compensated person
Current individual trustee or director   True 
Average hours per week working for org   2.00 
Reportable compensation from org   $0.00 
Other comp, non-reportable, from org and related orgs   $0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs    $0.00 
Crofton, Richard
TitleDIRECTORDIRECTOR   
Name of key/compensated personRICHARD CROFTONRICHARD CROFTON   
Position of compensated person
Current individual trustee or directorTrueTrue   
Average hours per week working for org1.002.00   
Reportable compensation from org$0.00$0.00   
Other comp, non-reportable, from org and related orgs$0.00$0.00   
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00   
Davis, Barry
TitleDIRECTORDIRECTORDIRECTORDIRECTORDIRECTOR
Name of key/compensated personBARRY DAVISBARRY DAVISBARRY DAVISBARRY DAVISBARRY DAVIS
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org1.002.002.002.002.00
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Drenth, Ken
Title   DIRECTORDIRECTOR
Name of key/compensated person   KEN DRENTHKEN DRENTH
Position of compensated person
Current individual trustee or director   TrueTrue
Average hours per week working for org   2.002.00
Reportable compensation from org   $0.00$0.00
Other comp, non-reportable, from org and related orgs   $0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs    $0.00$0.00
Ewing, Tom
TitleSECRETARYSECRETARYSECRETARYSECRETARYDIRECTOR
Name of key/compensated personTOM EWINGTOM EWINGTOM EWINGTOM EWINGTOM EWING
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org1.002.002.002.002.00
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Gerrie, Don
TitleTREASURERTREASURERTREASURERTREASURERTREASURER
Name of key/compensated personDON GERRIEDON GERRIEDON GERRIEDON GERRIEDON GERRIE
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org1.002.002.002.002.00
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Goetz, Cheri
Title   DIRECTOR 
Name of key/compensated person   CHERI GOETZ 
Position of compensated person
Current individual trustee or director   True 
Average hours per week working for org   2.00 
Reportable compensation from org   $0.00 
Other comp, non-reportable, from org and related orgs   $0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs    $0.00 
Guzzo, Henry
Title  DIRECTORDIRECTORDIRECTOR
Name of key/compensated person  HENRY GUZZOHENRY GUZZOHENRY GUZZO
Position of compensated person
Current individual trustee or director  TrueTrueTrue
Average hours per week working for org  2.002.002.00
Reportable compensation from org  $0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs  $0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs   $0.00$0.00$0.00
Haupt, Judy
Title   DIRECTOR 
Name of key/compensated person   JUDY HAUPT 
Position of compensated person
Current individual trustee or director   True 
Average hours per week working for org   2.00 
Reportable compensation from org   $0.00 
Other comp, non-reportable, from org and related orgs   $0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs    $0.00 
Horn, Colleen
Title    DIRECTOR
Name of key/compensated person    COLLEEN HORN
Position of compensated person
Current individual trustee or director    True
Average hours per week working for org    2.00
Reportable compensation from org    $0.00
Other comp, non-reportable, from org and related orgs    $0.00
Corresponding comp from related orgs
Reportable compensation from related orgs     $0.00
Kalchik, Kevin
Title   DIRECTORDIRECTOR
Name of key/compensated person   KEVIN KALCHIKKEVIN KALCHIK
Position of compensated person
Current individual trustee or director   TrueTrue
Average hours per week working for org   2.002.00
Reportable compensation from org   $0.00$0.00
Other comp, non-reportable, from org and related orgs   $0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs    $0.00$0.00
Krahnke, Keith
TitleDIRECTORDIRECTORDIRECTORDIRECTORDIRECTOR
Name of key/compensated personKEITH KRAHNKEKEITH KRAHNKEKEITH KRAHNKEKEITH KRAHNKEKEITH KRAHNKE
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org1.002.002.002.002.00
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Laitinen, Tracey
TitleEXECUTIVE DI EXECUTIVE DIEXECUTIVE DIEXECUTIVE DI
Name of key/compensated personTRACEY LAITINEN TRACEY LAITINENTRACEY LAITINENTRACEY LAITINEN
Position of compensated person
Average hours per week working for org40.00 40.0040.0040.00
Reportable compensation from org$19,635.00 $33,982.00$33,497.00$32,759.00
Other comp, non-reportable, from org and related orgs$393.00 $3,420.00$3,405.00$3,383.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00 $0.00$0.00$0.00
Lassiter, Deb
Title    DIRECTOR
Name of key/compensated person    DEB LASSITER
Position of compensated person
Current individual trustee or director    True
Average hours per week working for org    2.00
Reportable compensation from org    $0.00
Other comp, non-reportable, from org and related orgs    $0.00
Corresponding comp from related orgs
Reportable compensation from related orgs     $0.00
Litzner, Karen
Title    DIRECTOR
Name of key/compensated person    KAREN LITZNER
Position of compensated person
Current individual trustee or director    True
Average hours per week working for org    2.00
Reportable compensation from org    $0.00
Other comp, non-reportable, from org and related orgs    $0.00
Corresponding comp from related orgs
Reportable compensation from related orgs     $0.00
Lynch, Mary
TitlePRESIDENTPRESIDENTPRESIDENTPRESIDENT ELSECRETARY
Name of key/compensated personMARY LYNCHMARY LYNCHMARY LYNCHMARY LYNCHMARY LYNCH
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org1.002.002.002.002.00
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
McCord, Ruth
Title    DIRECTOR
Name of key/compensated person    RUTH MCCORD
Position of compensated person
Current individual trustee or director    True
Average hours per week working for org    2.00
Reportable compensation from org    $0.00
Other comp, non-reportable, from org and related orgs    $0.00
Corresponding comp from related orgs
Reportable compensation from related orgs     $0.00
McLain, Tony
Title   DIRECTORDIRECTOR
Name of key/compensated person   TONY MCLAINTONY MCLAIN
Position of compensated person
Current individual trustee or director   TrueTrue
Average hours per week working for org   2.002.00
Reportable compensation from org   $0.00$0.00
Other comp, non-reportable, from org and related orgs   $0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs    $0.00$0.00
Nelson, Rod
Title    DIRECTOR
Name of key/compensated person    ROD NELSON
Position of compensated person
Current individual trustee or director    True
Average hours per week working for org    2.00
Reportable compensation from org    $0.00
Other comp, non-reportable, from org and related orgs    $0.00
Corresponding comp from related orgs
Reportable compensation from related orgs     $0.00
Olson, Paul
TitleDIRECTORDIRECTORDIRECTOR  
Name of key/compensated personPAUL OLSONPAUL OLSONPAUL OLSON  
Position of compensated person
Current individual trustee or directorTrueTrueTrue  
Average hours per week working for org1.002.002.00  
Reportable compensation from org$0.00$0.00$0.00  
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00  
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00  
Prell, Suzanne
TitleEXECUTIVE DIEXECUTIVE DI   
Name of key/compensated personSUZANNE PRELLSUZANNE PRELL   
Position of compensated person
Average hours per week working for org40.0040.00   
Reportable compensation from org$12,798.00$0.00   
Other comp, non-reportable, from org and related orgs$256.00$0.00   
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00   
Rathje, Gregory
TitlePRESIDENT-ELPRESIDENT-ELPRESIDENT-ELDIRECTOR 
Name of key/compensated personGREGORY RATHJEGREGORY RATHJEGREGORY RATHJEGREGORY RATHJE 
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrue 
Average hours per week working for org1.002.002.002.00 
Reportable compensation from org$0.00$0.00$0.00$0.00 
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00 
Reattoir, Dan
Title    DIRECTOR
Name of key/compensated person    DAN REATTOIR
Position of compensated person
Current individual trustee or director    True
Average hours per week working for org    2.00
Reportable compensation from org    $0.00
Other comp, non-reportable, from org and related orgs    $0.00
Corresponding comp from related orgs
Reportable compensation from related orgs     $0.00
Savoie, Mark
TitleDIRECTORDIRECTORDIRECTOR  
Name of key/compensated personMARK SAVOIEMARK SAVOIEMARK SAVOIE  
Position of compensated person
Current individual trustee or directorTrueTrueTrue  
Average hours per week working for org1.002.002.00  
Reportable compensation from org$0.00$0.00$0.00  
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00  
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00  
Swanson, Tom
Title    DIRECTOR
Name of key/compensated person    TOM SWANSON
Position of compensated person
Current individual trustee or director    True
Average hours per week working for org    2.00
Reportable compensation from org    $0.00
Other comp, non-reportable, from org and related orgs    $0.00
Corresponding comp from related orgs
Reportable compensation from related orgs     $0.00
Walk, Michelle
TitleDIRECTORDIRECTORDIRECTORPRESIDENTPRESIDENT EL
Name of key/compensated personMICHELLE WALKMICHELLE WALKMICHELLE WALKMICHELLE WALKMICHELLE WALK
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org1.002.002.002.002.00
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Walker, Alice
Title    DIRECTOR
Name of key/compensated person    ALICE WALKER
Position of compensated person
Current individual trustee or director    True
Average hours per week working for org    2.00
Reportable compensation from org    $0.00
Other comp, non-reportable, from org and related orgs    $0.00
Corresponding comp from related orgs
Reportable compensation from related orgs     $0.00
Weston, Mary
TitleDIRECTORDIRECTOR   
Name of key/compensated personMARY JO WESTONMARY JO WESTON   
Position of compensated person
Current individual trustee or directorTrueTrue   
Average hours per week working for org1.002.00   
Reportable compensation from org$0.00$0.00   
Other comp, non-reportable, from org and related orgs$0.00$0.00   
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00   
Winkler, Connie
Title    DIRECTOR
Name of key/compensated person    CONNIE WINKLER
Position of compensated person
Current individual trustee or director    True
Average hours per week working for org    2.00
Reportable compensation from org    $0.00
Other comp, non-reportable, from org and related orgs    $0.00
Corresponding comp from related orgs
Reportable compensation from related orgs     $0.00
Woods, Jeff
Title   DIRECTORDIRECTOR
Name of key/compensated person   JEFF WOODSJEFF WOODS
Position of compensated person
Current individual trustee or director   TrueTrue
Average hours per week working for org   2.002.00
Reportable compensation from org   $0.00$0.00
Other comp, non-reportable, from org and related orgs   $0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs    $0.00$0.00
Worley, Gwen
Title   DIRECTORDIRECTOR
Name of key/compensated person   GWEN WORLEYGWEN WORLEY
Position of compensated person
Current individual trustee or director   TrueTrue
Average hours per week working for org   2.002.00
Reportable compensation from org   $0.00$0.00
Other comp, non-reportable, from org and related orgs   $0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs    $0.00$0.00
st Onge, Marielle
TitleDIRECTORDIRECTORDIRECTOR  
Name of key/compensated personMARIELLE ST ONGEMARIELLE ST ONGEMARIELLE ST ONGE  
Position of compensated person
Current individual trustee or directorTrueTrueTrue  
Average hours per week working for org1.002.002.00  
Reportable compensation from org$0.00$0.00$0.00  
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00  
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00  
Purpose: mission, activities, & accomplishments
Mission or significant activitiesTO ADVANCE THE COMMON GOOD BY MOBILIZING THE CARING POWER OF COMMUNITIES.TO ADVANCE THE COMMON GOOD BY MOBILIZING THE CARING POWER OF COMMUNITIES.CONDUIT FOR SOLICITATION AND DISTRIBUTION OF DONATIONS.CONDUIT FOR SOLICITATION AND DISTRIBUTION OF DONATIONS.CONDUIT FOR SOLICITATION AND DISTRIBUTION OF DONATIONS.
Program service expenses, total$339,521.00$388,091.00$250,170.00$258,730.00$274,980.00
Programs, including revenue & expenses
COLLECT AND DISTRIBUTE PUBLIC FUNDS TO VARIOUS FEDERAL, STATE AND LOCAL ORGANIZATIONS AND COMMUNITY SERVICE GROUPS.
Program expenses$339,521.00$388,091.00$250,170.00$258,730.00$274,980.00
Grants and allocations made$53,056.00$90,627.00$60,118.00$57,750.00$93,427.00
Program descriptionCOLLECT AND DISTRIBUTE PUBLIC FUNDS TO VARIOUS FEDERAL, STATE AND LOCAL ORGANIZATIONS AND COMMUNITY SERVICE GROUPS.COLLECT AND DISTRIBUTE PUBLIC FUNDS TO VARIOUS FEDERAL, STATE AND LOCAL ORGANIZATIONS AND COMMUNITY SERVICE GROUPS.COLLECT AND DISTRIBUTE PUBLIC FUNDS TO VARIOUS FEDERAL, STATE AND LOCAL ORGANIZATIONS AND COMMUNITY SERVICE GROUPS.COLLECT AND DISTRIBUTE PUBLIC FUNDS TO VARIOUS FEDERAL, STATE AND LOCAL ORGANIZATIONS AND COMMUNITY SERVICE GROUPS.COLLECT AND DISTRIBUTE PUBLIC FUNDS TO VARIOUS FEDERAL, STATE AND LOCAL ORGANIZATIONS AND COMMUNITY SERVICE GROUPS.
Financial data
Revenue
Total revenue$422,435.00$454,847.00$353,290.00$352,476.00$387,650.00
Revenue from contributions (total)$409,931.00$437,091.00$327,903.00$330,791.00$364,874.00
Investment income, current yr$307.00$350.00$279.00$259.00$273.00
Total revenue from grants, etc., current yr$409,931.00$437,091.00$327,903.00$330,791.00$364,874.00
Total unrelated business revenue$0.00$0.00$0.00$0.00$0.00
Other revenue, current yr$9,797.00$14,027.00$18,404.00$21,426.00$22,503.00
Program service revenue (total)$2,400.00$3,379.00$6,704.00$0.00$0.00
Gross receipts$428,555.00$461,518.00$360,369.00$366,183.00$394,686.00
Sources of contributions
Revenue from federated campaigns$1,798.00$21,918.00$6,742.00$13,049.00$12,141.00
Revenue from gov't grants  $2,902.00$19,482.00$14,709.00
Revenue from all other contributions$408,133.00$415,173.00$318,259.00$298,260.00$338,024.00
Other types of revenue
Miscellaneous revenue (total)$2,229.00$4,208.00$10,632.00$6,339.00$8,160.00
Income from dividends, interest, and similar investments$307.00$350.00$279.00$259.00$273.00
Net rental income $0.00$0.00$0.00$0.00
Net income from fundraising events$7,568.00$9,819.00$7,772.00$15,087.00$14,343.00
Expense categories (totals)
Total functional expenses: sum of all$437,411.00$474,030.00$347,023.00$326,681.00$354,462.00
Total functional expenses: program service $339,521.00$388,091.00$250,170.00$258,730.00$274,980.00
Total functional expenses: management and general$36,517.00$33,997.00$42,200.00$25,582.00$19,737.00
Total functional expenses: fundraising$61,373.00$51,942.00$54,653.00$42,369.00$59,745.00
Fees for services
Fundraising service fees (total)$0.00$0.00$0.00$0.00$0.00
Assets and liabilities
Total assets$439,454.00$478,427.00$313,880.00$279,186.00$293,990.00
Total assets, beginning of year$478,427.00$313,880.00$279,186.00$293,990.00$262,920.00
Total liabilities$99,069.00$144,520.00$110,510.00$95,645.00$136,244.00
Total liabilities, beginning of year$144,520.00$110,510.00$95,645.00$136,244.00$138,362.00
Pledges & accounts receivable, net$55,773.00$66,696.00$71,512.00$65,715.00$78,545.00
Unrestricted net assets, end of yr$173,182.00$181,221.00$203,370.00$183,541.00$157,746.00
Permanently restricted net assets, end of yr$167,203.00$152,686.00   
Net assets$340,385.00$333,907.00$203,370.00$183,541.00$157,746.00
Net assets, beginning of year$333,907.00$203,370.00$183,541.00$157,746.00$124,558.00
Other liabilities $10,237.00$5,151.00  
Other assets$167,203.00$152,686.00   
Grants payable$76,110.00$125,614.00$96,112.00$85,586.00$125,000.00
Other financial variables
Revenue less expenses-$14,976.00-$19,183.00$6,267.00$25,795.00$33,188.00
Savings & temp cash investment$212,929.00$253,591.00$235,009.00$202,972.00$209,890.00
Accounts receivable, net   $320.00$16.00
Prepaid expenses & deferred charges$1,333.00$1,833.00$2,333.00  
Accounts payable & accrued expenses$18,401.00$7,319.00$8,920.00$9,308.00$10,120.00
Deferred revenue$4,558.00$1,350.00$327.00$751.00$1,124.00
Total net assets or fund balances$340,385.00$333,907.00$203,370.00$183,541.00$157,746.00
Depreciation, depletion, amortization$1,405.00$1,405.00$2,224.00$2,386.00$2,942.00
Payment to affiliates$1,500.00$1,560.00$1,718.00$1,771.00$2,291.00
Governance and accountability
Number of voting members1313131823
Number of independent voting members1313131823
Financial sheets auditedTrueTrueTrueTrueTrue
Accrual accountingTrueTrueTrueTrueTrue
Tax year start date2016-07-012015-07-012014-07-012013-07-012012-07-01
Tax year end date2017-06-012016-06-012015-06-012014-06-012013-06-01
Indicators for schedules (selected)
Grants to domestic org/gov't >$5k  TrueTrueTrue
Metadata about the filing
E-return type: 990, 990EZ, or 990PF990990990990990
Date e-filing submitted2018-03-262017-04-192016-02-042014-11-262013-12-20
IRS schema version2016v3.12015v2.12014v5.02013v3.12012v2.3
Filing identifier201800519349300020201613549349300601201543139349301104201443099349301439201342979349300804
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