Financial Information

There are 1,350 United Way affiliates nationwide. United Way of the Lakeshore is independently run and organized as a separate corporation with local management and board governance.

United Way of the Lakeshore holds itself to the highest standards of professionalism, accountability and transparency in our stewardship of donor dollars and financial management. Internal control procedures include a detailed checks and balances system that strictly prohibits the same individuals from handling all aspects of a transaction. Reporting to the chief executive officer, the finance director and the office manager are assigned specific duties to safeguard against theft. No staff member has the ability to individually process anything from start to finish.

Click Here To View Our Most Recent Audited Financial Statements

Click Here To View Most Recent 990 Report

United Way of the Lakeshore Finance Committee:

The Finance Committee meets regularly to address all matters of fiscal operation and is charged with financial oversight and control. Collection loss is reviewed regularly and in complete detail. An independent accounting firm audits our records annually. The United Way Finance Committee serves as the audit committee and the Board of Directors made up of local volunteers reviews and approves the annual audit with the auditors.

Stacy Mellema, CPA

Board Treasurer & Finance Committee Chair
Shareholder | Hungerford Nichols CPAs + Advisors

Education/Certification
Bachelor of Science in Business Administration from Central Michigan University, CPA.

What is their area of specialty?
Stacy specializes in assurance and accounting solution services related to for-profit, not-for-profit and employee benefit plan industries. She also has experience dealing with closely-held companies, including financial statement reviews, financial and strategic planning, analysis, projections, process assessment, and improvement for a variety of industries including manufacturing, food processing, distribution, and funeral homes.

They have several years of private industry experience in the not-for-profit industry, working as a senior operations director in a local not-for-profit organization.