Totals
- Total revenue
- $40,504
- Total expenses
- $43,081
- Contributions and grants received
- $0
- Grants paid
- $25,282
- Program service revenue
- $0
- Investment income
- $40,504
- Other revenue
- $0
- Total assets, end of year
- $852,399
- Total liabilities, end of year
- $223,828
- Net assets or fund balances, end of year
- $628,571
- Program services expenses (Part IX)
- $25,282
- Management and general expenses
- $17,799
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $25,282
Program services were 58.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
3 · Investment income
total $22,411 · excluded $22,411
-
7a · Gross sales of assets other than inventory
securities $223,226
-
7b · Less cost or other basis and sales expenses
securities $205,133
-
7c · Gain or loss
securities $18,093
-
7d · Net gain or loss
total $18,093 · related or exempt $18,093
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $25,282 · program services $25,282
-
11a · Fees: management
total $2,000 · management and general $2,000
-
11c · Fees: accounting
total $4,500 · management and general $4,500
-
11f · Fees: investment management
total $10,233 · management and general $10,233
-
11g · Fees: other
total $1,064 · management and general $1,064
-
13 · Office expenses
total $2 · management and general $2
Balance sheet
Part X, book values.
-
10a · Land, buildings and equipment: cost or other basis
$56,750
-
10b · Land, buildings and equipment: accumulated depreciation
$56,750
-
10c · Land, buildings and equipment, net
beginning of year $0 · end of year $0
-
11 · Investments: publicly traded securities
beginning of year $1,196,467 · end of year $852,399
-
17 · Accounts payable and accrued expenses
beginning of year $6,064 · end of year $3,064
-
25 · Other liabilities
beginning of year $351,227 · end of year $220,764
-
27 · Net assets without donor restrictions
beginning of year $839,176 · end of year $628,571
Mission and programs · 2022
Mission
TO ESTABLISH AND SERVE AS A COMMUNITY AND AREA ORGANIZATION TO PROMOTE, PLAN FOR AND COORDINATE THE COMPREHENSIVE, EFFICIENT AND ORDERLY DISPENSATION, GROWTH AND DEVELOPMENT OF SERVICES TO DISABLED AND HANDICAPPED PERSONS, WORKING THROUGH AND WITH INTERESTED PERSONS IN THE COMMUNITY AND PRIVATE AND PUBLIC AGENCIES CONCERNED AND ENGAGED IN THE WELFARE OF SUCH PERSONS.
Activities or mission (Part I)
ANNUAL MAINTENANCE ALLOCATION TO THE VARIOUS PARTICIPATING ORGANIZATIONS.
-
MAINTENANCE ALLOCATIONS FOR THE SUPPORTED ORGANIZATIONS.
Expenses $25,282 · Grants $25,282
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Allen LaddALLEN LADD
ELECTED TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Frank HarkinsFRANK HARKINS
DESIGNATED TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Hw MatteiHW MATTEI
PRESIDENT
- Total calculated
- $0
- Hours/week
- 8
-
Jill ChenowethJILL CHENOWETH
DESIGNATED TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Ken RobinsonKEN ROBINSON
ELECTED TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Michael HollandMICHAEL HOLLAND
ELECTED TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Michi LuncefordMICHI LUNCEFORD
DESIGNATED TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Sam WinterSAM WINTER
ELECTED TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Tuerk SchlesingerTUERK SCHLESINGER
DESIGNATED TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
-
$12,641
TO PROVIDE ANNUAL INCOME TO THE AGENCIES IT DERIVES FROM THE FUND FOR RESTRICTED PURPOSES.
-
ALTAPOINT HEALTH SYSTEMS
$12,641
TO PROVIDE ANNUAL INCOME TO THE AGENCIES IT DERIVES FROM THE FUND FOR RESTRICTED PURPOSES.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
UNITED WAY OF SOUTHWEST ALABAMA INC
501(C)(3) · TO PROVIDE PLEDGED FUNDS TO THE MEMBER AGENCIES. · AL
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 12 November 2023
- IRS schema version
- 2022v5.0
- Source object
- 202313179349303901
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