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Nonprofiteer
← WOODLAWN UNITED INC

Form 990 for tax year 2022

Filed by WOODLAWN UNITED INC.

Totals

Total revenue
$2,546,007
Total expenses
$3,217,152
Contributions and grants received
$2,260,585
Grants paid
$381,912
Program service revenue
$55,906
Investment income
$229,516
Other revenue
$0
Total assets, end of year
$20,158,296
Total liabilities, end of year
$4,655,711
Net assets or fund balances, end of year
$15,502,585
Program services expenses (Part IX)
$2,518,295
Management and general expenses
$402,666
Fundraising expenses
$296,191
Program service expenses (Part III)
$2,518,295

Program services were 78.3% 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.

  • 1e · Government grants (contributions)

    $35,669

  • 1f · All other contributions, gifts and grants

    $2,224,916

  • 1g · Noncash contributions included above

    $92,396

  • 2a · Program service revenue: RENTAL INCOME

    total $55,906 · related or exempt $55,906

  • 3 · Investment income

    total $228,217 · excluded $228,217

  • 7a · Gross sales of assets other than inventory

    other assets $215,037

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

    other assets $213,738

  • 7c · Gain or loss

    other assets $1,299

  • 7d · Net gain or loss

    total $1,299 · related or exempt $1,299

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $381,912 · program services $381,912

  • 5 · Compensation of officers, directors and key employees

    total $261,600 · program services $157,422 · management and general $80,138 · fundraising $24,040

  • 7 · Other salaries and wages

    total $388,059 · program services $158,305 · management and general $93,801 · fundraising $135,953

  • 9 · Other employee benefits

    total $69,503 · program services $33,876 · management and general $18,461 · fundraising $17,166

  • 10 · Payroll taxes

    total $53,906 · program services $26,274 · management and general $14,318 · fundraising $13,314

  • 11b · Fees: legal

    total $16,387 · program services $11,471 · management and general $4,916

  • 11c · Fees: accounting

    total $43,342 · management and general $43,342

  • 11g · Fees: other

    total $166,579 · program services $166,579

  • 13 · Office expenses

    total $7,643 · program services $381 · management and general $7,262

  • 16 · Occupancy

    total $77,897 · management and general $77,897

  • 17 · Travel

    total $7,525 · management and general $7,525

  • 20 · Interest

    total $199,316 · program services $199,316

  • 22 · Depreciation, depletion and amortization

    total $52,247 · program services $47,022 · management and general $5,225

  • 23 · Insurance

    total $4,478 · management and general $4,478

  • 24a · Other expenses: LOSS FROM SUBSIDIARY

    total $1,161,025 · program services $1,161,025

  • 24b · Other expenses: FUNDRAISING CAMPAIGN FE

    total $100,435 · fundraising $100,435

  • 24c · Other expenses: MISC EXPENSES

    total $67,307 · program services $33,654 · management and general $33,653

  • 24d · Other expenses: COMMUNITY DEVELOPMENT A

    total $66,992 · program services $66,992

  • 24e · All other expenses

    total $90,999 · program services $74,066 · management and general $11,650 · fundraising $5,283

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,810,038 · end of year $1,614,594

  • 3 · Pledges and grants receivable

    beginning of year $5,168,661 · end of year $3,405,595

  • 4 · Accounts receivable

    beginning of year $250,896 · end of year $205,896

  • 7 · Other notes and loans receivable

    beginning of year $15,380,800 · end of year $15,380,800

  • 9 · Prepaid expenses and deferred charges

    beginning of year $42,734 · end of year $3,219

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

    $4,103,282

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

    $275,324

  • 10c · Land, buildings and equipment, net

    beginning of year $3,758,839 · end of year $3,827,958

  • 13 · Investments: program-related

    beginning of year -$3,133,493 · end of year -$4,294,518

  • 15 · Other assets

    beginning of year $3,017 · end of year $14,752

  • 17 · Accounts payable and accrued expenses

    beginning of year $129,857 · end of year $102,374

  • 19 · Deferred revenue

    beginning of year $60,669 · end of year $60,000

  • 23 · Secured mortgages and notes payable

    beginning of year $6,917,236 · end of year $4,481,602

  • 25 · Other liabilities

    beginning of year $0 · end of year $11,735

  • 27 · Net assets without donor restrictions

    beginning of year $15,003,354 · end of year $13,932,519

  • 28 · Net assets with donor restrictions

    beginning of year $1,170,376 · end of year $1,570,066

Mission and programs · 2022

Mission

THE FOUNDATION WILL SERVE AS A CATALYST AND FACILITATOR FOR THE TRANSFORMATION AND REVITALIZATION OF THE WOODLAWN COMMUNITY IN BIRMINGHAM, ALABAMA INTO A VIBRANT AND SUSTAINABLE COMMUNITY IN WHICH ITS RESIDENTS HAVE AN OPPORTUNITY TO THRIVE.

Activities or mission (Part I)

THE TRANSFORMATION AND REVITALIZATION OF THE WOODLAWN COMMUNITY IN BIRMINGHAM, ALABAMA.

  • EDUCATION PIPELINE: TO PROVIDE HIGH-QUALITY, NEIGHBORHOOD-SERVING CONTINUUM FOR STUDENT GROWTH, LEARNING, AND ACHIEVEMENT AT EVERY LEVEL STARTING AT BIRTH AND THROUGH COLLEGE AND BEYOND.

    Expenses $1,836,578 · Grants $367,662

  • REAL ESTATE REVITALIZATION: TO PROVIDE SAFE, HIGH-QUALITY HOUSING SERVING RESIDENTS AT ALL INCOME LEVELS WITH A HIGH PERCENTAGE DESIGNATED TO PRESERVE LONG-TERM, PERMANENT AFFORDABILITY IN THE NEIGHBORHOOD.

    Expenses $454,973 · Grants $10,000 · Revenue $57,205

  • COMMUNITY WELLNESS: TO PROVIDE COMMUNITY-SPECIFIC MIX OF FACILITIES, PROGRAMS, AND SERVICES THAT HONOR LOCAL HISTORY, REFLECT THE PRIORITIES OF RESIDENTS, PROMOTE HEALTHY LIFESTYLES, CREATE JOBS, AND REDUCE CRIME.

    Expenses $226,744 · Grants $4,250

As filed on the 2022 return.

Listed in Part VII

  • T Michael Goodrich

    PAST CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • Gillian W Goodrich

    VICE-CHAIRMAN

    Total calculated
    $0
    Hours/week
    8

  • K Wood Herren

    SECRETARY

    Total calculated
    $0
    Hours/week
    8

  • T Michael Goodrich II

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    8

  • Myeisha Hutchinson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • John D Johns

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Steven R Spencer

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Deakins F Rushton

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Robert A Simon

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Leroy Abrahams

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Nelson Bean

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jason Avery

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Marquita F Davis

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Kendra Key

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Ralph Williams

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Mashonda Taylor

    CHIEF EXECUTIVE OFFICER

    Total calculated
    $175,269
    From this org
    $160,275
    From related orgs
    $0
    Other
    $14,994
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $160,275
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $14,994
    Filer's total
    $175,269

  • Joe D Ayers

    COMMUNITY DEVELOPMENT OFFICER

    Total calculated
    $113,935
    From this org
    $101,325
    From related orgs
    $0
    Other
    $12,610
    Hours/week
    40

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

None.

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

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • WF REAL PROPERTY RESOURCES LLC

    COMMUNITY REDEVELOPMENT · AL · income -$1,128,054 · assets $11,525

    Directly controlled by WOODLAWN FOUNDATION INC

  • COTTAGES AT WOOD STATION

    AFFORDABLE HOUSING · AL · income -$58,743 · assets $7,746

    Directly controlled by WOODLAWN FOUNDATION INC

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • WOODLAWN RUSHTON ELC LANDLORD LLC

    RELATED · EARLY LEARNING CENTER · AL · 95% owned · share of income -$147,446 · share of assets $3,761,095 · general or managing partner

    Directly controlled by WOODLAWN FOUNDATION INC

  • WOODLAWN PCS LANDLORD LLC

    RELATED · CHARTER SCHOOL · AL · 95% owned · share of income -$135,174 · share of assets $12,765,456 · general or managing partner

    Directly controlled by WOODLAWN FOUNDATION INC

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • WF PROJECTS MANAGER INC

    C · GENERAL PARTNER FOR CHARTER SCHOOL · AL · 100% owned · share of income -$14,131 · share of assets -$231,175 · controlled entity

    Directly controlled by WOODLAWN FOUNDATION INC

  • WOODLAWN REDEVELOPMENT I GP LLC

    C · AFFORDABLE HOUSING · AL · 100% owned · share of assets -$171 · controlled entity

    Directly controlled by WOODLAWN FOUNDATION INC

Provenance

Return type
form_990
Tax year
2022
Filed
2 November 2023
IRS schema version
2022v5.0
Source object
202323189349302542

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