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Nonprofiteer
← UNITED WAY OF THE CHATTAHOOCHEE VALLEY INC

Form 990 for tax year 2022

Filed by UNITED WAY OF THE CHATTAHOOCHEE VALLEY INC.

Totals

Total revenue
$10,910,331
Total expenses
$9,679,312
Contributions and grants received
$10,776,482
Grants paid
$4,444,706
Program service revenue
$0
Investment income
$133,849
Other revenue
$0
Total assets, end of year
$14,458,497
Total liabilities, end of year
$5,729,559
Net assets or fund balances, end of year
$8,728,938
Program services expenses (Part IX)
$7,350,523
Management and general expenses
$819,823
Fundraising expenses
$1,508,966
Program service expenses (Part III)
$7,350,523

Program services were 75.9% 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.

  • 1a · Federated campaigns

    $7,528,467

  • 1e · Government grants (contributions)

    $1,512,686

  • 1f · All other contributions, gifts and grants

    $1,735,329

  • 1g · Noncash contributions included above

    $369,465

  • 3 · Investment income

    total $127,756 · excluded $127,756

  • 7a · Gross sales of assets other than inventory

    securities $176,124

  • 7b · Less cost or other basis and sales expenses

    securities $166,845 · other assets $3,186

  • 7c · Gain or loss

    securities $9,279 · other assets -$3,186

  • 7d · Net gain or loss

    total $6,093 · excluded $6,093

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $4,444,706 · program services $4,444,706

  • 5 · Compensation of officers, directors and key employees

    total $311,000 · program services $68,900 · management and general $116,500 · fundraising $125,600

  • 7 · Other salaries and wages

    total $1,902,827 · program services $837,440 · management and general $292,172 · fundraising $773,215

  • 9 · Other employee benefits

    total $357,461 · program services $178,087 · management and general $81,072 · fundraising $98,302

  • 10 · Payroll taxes

    total $143,590 · program services $67,818 · management and general $27,885 · fundraising $47,887

  • 11f · Fees: investment management

    total $11,533 · management and general $11,533

  • 11g · Fees: other

    total $536,629 · program services $473,146 · management and general $18,353 · fundraising $45,130

  • 12 · Advertising and promotion

    total $69,107 · program services $33,130 · management and general $7,470 · fundraising $28,507

  • 13 · Office expenses

    total $112,715 · program services $43,853 · management and general $15,421 · fundraising $53,441

  • 16 · Occupancy

    total $266,735 · program services $65,590 · management and general $83,275 · fundraising $117,870

  • 17 · Travel

    total $173,612 · program services $98,438 · management and general $25,399 · fundraising $49,775

  • 22 · Depreciation, depletion and amortization

    total $56,904 · program services $9,884 · management and general $27,593 · fundraising $19,427

  • 23 · Insurance

    total $22,954 · program services $5,734 · management and general $9,693 · fundraising $7,527

  • 24a · Other expenses: OTHER PROGRAM EXPENSES

    total $839,788 · program services $839,788

  • 24b · Other expenses: REPAIRS AND MAINTENANCE

    total $227,878 · program services $123,305 · management and general $31,128 · fundraising $73,445

  • 24c · Other expenses: UW OF AMERICA DUES

    total $79,469 · program services $12,357 · management and general $34,442 · fundraising $32,670

  • 24d · Other expenses: TRAINING

    total $55,400 · program services $28,465 · management and general $4,498 · fundraising $22,437

  • 24e · All other expenses

    total $67,004 · program services $19,882 · management and general $33,389 · fundraising $13,733

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $62,236 · end of year $69,406

  • 2 · Savings and temporary cash investments

    beginning of year $5,040,327 · end of year $4,748,755

  • 3 · Pledges and grants receivable

    beginning of year $3,047,719 · end of year $3,500,195

  • 4 · Accounts receivable

    beginning of year $42,227 · end of year $561,406

  • 9 · Prepaid expenses and deferred charges

    beginning of year $1,270,790 · end of year $184,107

  • 10a · Land, buildings and equipment: cost or other basis

    $351,429

  • 10b · Land, buildings and equipment: accumulated depreciation

    $105,716

  • 10c · Land, buildings and equipment, net

    beginning of year $180,637 · end of year $245,713

  • 11 · Investments: publicly traded securities

    beginning of year $1,776,843 · end of year $1,891,909

  • 15 · Other assets

    beginning of year $1,047,027 · end of year $3,257,006

  • 17 · Accounts payable and accrued expenses

    beginning of year $748,747 · end of year $181,333

  • 18 · Grants payable

    beginning of year $4,537,305 · end of year $4,667,559

  • 25 · Other liabilities

    beginning of year $0 · end of year $880,667

  • 27 · Net assets without donor restrictions

    beginning of year $5,561,853 · end of year $5,606,633

  • 28 · Net assets with donor restrictions

    beginning of year $1,619,901 · end of year $3,122,305

Mission and programs · 2022

Mission

THE MISSION OF UNITED WAY IS TO LEAD AND UNITE OUR COMMUNITY RESOURCES IN TRANSFORMING LIVES. FUNDING IS BASED ON MEETING A COMMUNITY NEED, MEASURABLE OUTCOMES, AND GOOD STEWARDSHIP. UNITED WAY OF THE CHATTAHOOCHEE VALLEY RANKS 97TH OF 1,150 UNITED WAYS NATIONWIDE BASED ON TOTAL REVENUE.

Activities or mission (Part I)

UNITED WAY'S PURPOSE IS TO IMPROVE PEOPLE'S LIVES BY RAISING FUNDS FROM OVER 20,000 DONORS AND PARTNERTING WITH MULTIPLE AGENCIES TO COLLABORATE, FUND PROGRAMS, AND IDENTIFY SOLUTIONS THAT ADDRESS BASIC NEEDS, HEALTH, INCOME AND EDUCATION.

  • UNITED WAY IS FOCUSED ON THREE PRIORITY AREAS THAT WE BELIEVE ARE ESSENTIAL BUILDING BLOCKS FOR A GREAT LIFE: HEALTH ACCESS, ECONOMIC MOBILITY, AND EDUCATIONAL EQUITY. OUR APPROACH IS UNIQUE BECAUSE WE INVEST IN PROGRAMS THAT MEET A NEED, ACHIEVE RESULTS AND ARE GOOD STEWARDS OF RESOURCES. VOLUNTEERS, WHO ARE DONORS AND LEADERS, REVIEW AND ASSESS PROGRAMS TO DETERMINE FUNDING. EACH YEAR, PEOPLE ACROSS OUR COMMUNITY BENEFIT FROM PROGRAMS AND INITIATIVES MADE POSSIBLE THROUGH GENEROUS CONTRIBUTIONS. OVER THE PAST YEAR, UNITED WAY FUNDING ENSURED HELP WAS AVAILABLE TO MEET THE GROWING NEEDS ACROSS OUR COMMUNITY.

    Expenses $4,710,134 · Grants $4,444,706

  • UNITED WAY PROGRAMSSTUFF THE BUS - EACH SUMMER, UNITED WAY PARTNERS WITH LOCAL COMPANIES AND THE COMMUNITY AT LARGE TO DONATE, COLLECT, SORT AND DISTRIBUTE SCHOOL SUPPLIES TO THOUSANDS OF CHILDREN IN NEED. THIS INITIATIVE HELPS CHILDREN START THE YEAR WITH THE SUPPLIES THEY NEED.COMMUNITY SCHOOLS UNITED IS A PARTNERSHIP BETWEEN UNITED WAY AND LOCAL SCHOOL DISTRICTS TO TRANSFORM SCHOOLS INTO A PLACE WHERE STUDENTS, FAMILIES, STAFF AND THE SURROUNDING COMMUNITY WORK TOGETHER TO ENSURE ALL STUDENTS THRIVE. OUR STRATEGY FOCUSES ON THE WHOLE CHILD BY PROVIDING ACADEMIC SUPPORT, SOCIAL EMOTIONAL LEARNING, HEALTH AND WELLNESS, FAMILY AND COMMUNITY ENGAGEMENT, AND A SAFE AND SUPPORTIVE CLIMATE. THIS STRATEGY LAUNCHED IN 2020 WITH DOROTHY HEIGHT ELEMENTARY AS THE FIRST FULL-SERVICE IMPLEMENTATION, AND HAS EXPANDED TO INCLUDE PHENIX CITY ELEMENTARY, BREWER ELEMENTARY AND MLK ELEMENTARY.THE BASICS CHATTAHOOCHEE VALLEY IS CENTERED ON THE EARLIEST YEARS, AIMING TO PROVIDE CHILDREN WITH A GREAT START IN LIFE THROUGH FIVE FUN, SIMPLE AND EVIDENCE-BASED PRINCIPLES THAT EVERY PARENT AND CAREGIVER CAN USE TO ENCOURAGE MENTAL, SOCIAL AND EMOTIONAL DEVELEOPMENT IN CHILDREN AGES 0-3 YEARS AND BEYOND. THE FIRST THREE YEARS OF LIFE CAN HAVE THE GREATEST IMPACT ON A CHILD'S LEARNING, WITH 80% OF BRAIN GROWTH OCCURING DURING THIS TIME. UNITED WAY IS A PROUD LEADING PARTNER WORKING WITH COMMUNITY STAKEHOLDERS AND PARTNERS TO IMPLEMENT THIS COMMUNITY WIDE INITIATIVE.WOMEN UNITED IS A LOCAL AFFINITY GROUP COMPRISED OF FEMALE DONORS GIVING $250 OR MORE TO UNITED WAY. THIS GROUP OF WOMEN FOCUSES THEIR EFFORTS ON THE PLATFORM OF "WOMEN HELPING WOMEN". THROUGH THEIR ANNUAL "POWER OF THE PURSE" FUNDRAISING EVENT, WOMEN UNITED FUNDS TWO PROGRAMS: THE UNDERGARMENT VOUCHER PROGRAM AND THE WOMEN UNITED SCHOLARSHIP. THE UNDERGARMENT VOUCHER PROGRAM PROVIDES VOUCHERS FOR WOMEN IN NEED THROUGH A PARTNERSHIP WITH GOODWILL INDUSTRIES OF THE SOUTHERN RIVERS AND J.C. PENNEY. THE WOMEN UNITED SCHOLARSHIP IS FOR NON-TRADITIONAL FEMALE STUDENTS SEEKING EDUCATION FOR GREATER EMPLOYABILITY OPPORTUNITIES. HOME FOR GOOD FUNCTIONS AS THE BRIDGE BETWEEN SERVICE PROVIDERS, AS WELL AS BETWEEN SERVICE PROVIDERS AND THEIR CLIENTS. THIS ASSURES THE EFFICIENT AND EFFECTIVE USE OF A COLLABORATIVE SYSTEM TO MOVE INDIVIDUALS OR FAMILIES FROM HOMELESSNESS TO PERMANENT, STABLE HOUSING. BECAUSE OF THE COLLABORATIVE WORK BETWEEN HOME FOR GOOD AND OUR PARTNER AGENCIES THE AVERAGE NUMBER OF PEOPLE EXPERIENCING HOMELESSNESS IS DOWN 20% FROM 2016 AND 97% OF PEOPLE WHO ARE HOUSED REMAIN IN PERMANENT, STABLE HOMES.211 UNITED WAY OF THE CHATTAHOOCHEE VALLEY (211UWCV) IS AN INFORMATION AND REFERRAL SERVICE CONNECTING PEOPLE WITH THE RESOURCES THEY NEED AS THEY FACE EVERYDAY CHALLENGES AND EMERGENCIES. 211 IS A FREE AND CONFIDENTIAL SERVIE AVAILABLE TO EVERYONE IN OUR COMMUNITY. 211UWCV MAKES IT EASY FOR PEOPLE TO GET OR GIVE HELP. RESIDENTS CAN DIAL THE EASY-TO-REMEMBER THREE DIGIT CODE OF 2-1-1, TEXT THEIR ZIP CODE TO 898-211 OR SEARCH THE COMPREHENSIVE DATABASE ONLINE AT WWW.211UWCV.ORG TO CONNECT TO A VARIETY OF SERVICES. 211 HAS HELPED MORE THAN 25,000 PEOPLE FIND SERVICES.THE VOLUNTEER CENTER CONNECTS INDIVIDUALS AND GROUPS WITH AGENCIES IN NEED OF VOLUNTEERS ON BOTH AN ON-GOING BASIS AND FOR SPECIFIC PROJECTS. THE VOLUNTEER CENTER COORDINATES VOLUNTEER OPPORTUNITIES FOR CORPORATE TEAMS, ALLOWING THEM TO HELP OTHERS AS THEY ENGAGE IN TEAM BUILDING. THE VOLUNTEER CENTER ALSO RECRUITS VOLUNTEERS TO HELP SUPPORT UNITED WAY INITIATIVES AND PROJECTS. THROUGH THE VOLUNTEER CENTER, CORPORATE VOLUNTEER GROUPS DONATE MANY HOURS OF VALUABLE SERVICE TO THE COMMUNITY.

    Expenses $2,640,389

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Ms Terry Bargy

    EXECUTIVE COMMITTEE

    Total calculated
    $0
    Hours/week
    1
  • Kevin Blair

    EXECUTIVE COMMITTEE

    Total calculated
    $0
    Hours/week
    1
  • Catherine Budzynski

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Craig Burgess JD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Randy Burt

    EXECUTIVE COMMITTEE

    Total calculated
    $0
    Hours/week
    1
  • Dr Brenda Coley

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Sebastian Dixon

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Melissa Gauntt

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Isaiah Hugley

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Rodney Mahone

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • David Mitchell

    EXECUTIVE COMMITTEE

    Total calculated
    $0
    Hours/week
    1
  • Rinkesh Patel

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Keith Pierce

    EXECUTIVE COMMITTEE

    Total calculated
    $0
    Hours/week
    1
  • Robbie Raybon

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Teddy Reese

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Dr Andy Roddenbery

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Drdionne Rosser-Mims

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Gwendolyn Ruff

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    1
  • Rabbi Beth Schwartz

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Jackie Screws

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Len Sexton

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Chief Raymond Smith

    EXECUTIVE COMMITTEE

    Total calculated
    $0
    Hours/week
    1
  • Ms D Melody Trimble

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Jack Turner

    CAMPAIGN CHAIR

    Total calculated
    $0
    Hours/week
    1
  • W Clark Turner

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Rob Ward

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Randi Warren

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Mike Burns

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Ben Moser

    CEO

    Total calculated
    $195,283
    From this org
    $195,283
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $195,283
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $195,283
  • Erika Cottingham

    CFO/SECRETARY

    Total calculated
    $95,302
    From this org
    $95,302
    From related orgs
    $0
    Other
    $0
    Hours/week
    40
  • John Greenhaw

    FINANCE CHAIR/TREASURER

    Total calculated
    $0
    Hours/week
    1

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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Written employment contract
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type
form_990
Tax year
2022
Filed
13 May 2024
IRS schema version
2022v5.0
Source object
202411349349307781

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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