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Nonprofiteer
← UNITED WAY OF SOUTHWEST ALABAMA INC

Form 990 for tax year 2024

Filed by UNITED WAY OF SOUTHWEST ALABAMA INC.

Totals

Total revenue
$3,474,688
Total expenses
$2,534,372
Contributions and grants received
$3,127,316
Grants paid
$895,414
Program service revenue
$119,578
Investment income
$20,573
Other revenue
$207,221
Total assets, end of year
$3,399,872
Total liabilities, end of year
$570,544
Net assets or fund balances, end of year
$2,829,328
Program services expenses (Part IX)
$1,859,473
Management and general expenses
$140,905
Fundraising expenses
$533,994
Program service expenses (Part III)
$1,859,473

Program services were 73.4% 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.

  • 1f · All other contributions, gifts and grants

    $3,127,316

  • 1g · Noncash contributions included above

    $193,196

  • 2f · All other program service revenue

    total $119,578 · related or exempt $119,578

  • 7a · Gross sales of assets other than inventory

    securities $197,284

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

    securities $176,711

  • 7c · Gain or loss

    securities $20,573

  • 7d · Net gain or loss

    total $20,573 · excluded $20,573

  • 8a · Fundraising events: gross income

    $306,704

  • 8b · Fundraising events: direct expenses

    $99,483

  • 8c · Net income from fundraising events

    total $207,221 · excluded $207,221

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $895,414 · program services $895,414

  • 5 · Compensation of officers, directors and key employees

    total $97,325 · program services $57,422 · management and general $7,299 · fundraising $32,604

  • 6 · Compensation of disqualified persons

    total $457,560 · program services $269,960 · management and general $34,317 · fundraising $153,283

  • 9 · Other employee benefits

    total $155,803 · program services $91,924 · management and general $11,685 · fundraising $52,194

  • 10 · Payroll taxes

    total $39,950 · program services $23,571 · management and general $2,996 · fundraising $13,383

  • 11c · Fees: accounting

    total $109,470 · program services $64,588 · management and general $8,210 · fundraising $36,672

  • 11g · Fees: other

    total $219,856 · program services $145,326 · management and general $5,410 · fundraising $69,120

  • 12 · Advertising and promotion

    total $70,776 · program services $41,758 · management and general $5,308 · fundraising $23,710

  • 13 · Office expenses

    total $117,818 · program services $69,513 · management and general $8,836 · fundraising $39,469

  • 16 · Occupancy

    total $131,686 · program services $77,695 · management and general $9,876 · fundraising $44,115

  • 17 · Travel

    total $22,216 · program services $13,108 · management and general $1,666 · fundraising $7,442

  • 19 · Conferences, conventions and meetings

    total $18,358 · program services $10,831 · management and general $1,377 · fundraising $6,150

  • 20 · Interest

    total $19,571 · program services $11,547 · management and general $1,468 · fundraising $6,556

  • 21 · Payments to affiliates

    total $31,420 · management and general $31,420

  • 22 · Depreciation, depletion and amortization

    total $11,642 · program services $6,869 · management and general $873 · fundraising $3,900

  • 23 · Insurance

    total $23,507 · program services $13,869 · management and general $1,763 · fundraising $7,875

  • 24a · Other expenses: SPECIAL EVENTS

    total $66,727 · program services $39,368 · management and general $5,005 · fundraising $22,354

  • 24b · Other expenses: DUES AND SUBSCRIPTIONS

    total $26,084 · program services $15,390 · management and general $1,956 · fundraising $8,738

  • 24c · Other expenses: TELEPHONE

    total $14,608 · program services $8,618 · management and general $1,096 · fundraising $4,894

  • 24d · Other expenses: POSTAGE AND PRINTING

    total $4,581 · program services $2,702 · management and general $344 · fundraising $1,535

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $303,310 · end of year $653,074

  • 2 · Savings and temporary cash investments

    beginning of year $418,565 · end of year $434,955

  • 3 · Pledges and grants receivable

    beginning of year $618,520 · end of year $902,065

  • 4 · Accounts receivable

    beginning of year $7,168

  • 9 · Prepaid expenses and deferred charges

    beginning of year $19,789 · end of year $24,790

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

    $887,330

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

    $744,786

  • 10c · Land, buildings and equipment, net

    beginning of year $133,754 · end of year $142,544

  • 11 · Investments: publicly traded securities

    beginning of year $911,044 · end of year $1,205,452

  • 15 · Other assets

    beginning of year $25,163 · end of year $36,992

  • 17 · Accounts payable and accrued expenses

    beginning of year $44,906 · end of year $53,593

  • 18 · Grants payable

    beginning of year $300,901 · end of year $265,891

  • 25 · Other liabilities

    beginning of year $202,494 · end of year $251,060

  • 27 · Net assets without donor restrictions

    beginning of year $1,526,759 · end of year $2,641,160

  • 28 · Net assets with donor restrictions

    beginning of year $362,253 · end of year $188,168

Mission and programs · 2024

Mission

TO IMPROVE THE QUALITY OF LIFE IN THE COMMUNITY.

Activities or mission (Part I)

TO PROVIDE RESOURCES TO IMPROVE THE HEALTH, EDUCATION, FINANCIAL STABILITY AND ACCESS TO LIFE'S BASIC ESSENTIALS FOR MEMBERS OF THE SOUTHWEST ALABAMA COMMUNITY.

  • THE ORGANIZATION MAKES GRANT ALLOCATIONS TO VARIOUS HEALTH AND HUMAN SERVICE ORGANIZATIONS IN CHOCTAW, CLARKE, MOBILE AND WASHINGTON COUNTIES IN SUPPORT OF OUR FOUR BUILDING BLOCKS: HEALTH, EDUCATION, FINANCIAL STABILITY, AND ACCESS TO LIFE'S BASIC ESSENTIALS LIKE FOOD, CLOTHING, AND SHELTER. 254,380 PEOPLE BENEFIT FROM SOCIAL SERVICES AS A RESULT OF UNITED WAY'S FINANCIAL INVESTMENT IN THE COMMUNITY.

    Expenses $895,414 · Grants $895,414

  • UNITED WAY 211 - THE ORGANIZATION OPERATES A HEALTH AND HUMAN SERVICES HOTLINE CONNECTING CALLERS TO LOCAL NON-PROFITS THAT PROVIDE FREE AND CONFIDENTAL REFERRALS TO INDIVIDUALS SEEKING SOCIAL SERVICES. 14,710 CALLS WERE RECEIVED IN CHOCTAW, CLARKE, MOBILE AND WASHINGTON COUNTIES WITH 33,026 REFERRALS TO SERVICE PROVIDERS.

    Expenses $92,271

  • THE BASICS - THE BASICS INSIGHTS MESSAGING PROGRAM HELPS PARENTS AND CAREGIVERS INCORPORATE EARLY CHILDHOOD LEARNING INTO EVERYDAY ROUTINES. SIMPLE, SCIENCE-BASED TIPS AND ACTIVITIES SUPPORT CHILDREN'S SOCIAL, EMOTIONAL, AND COGNITIVE DEVELOPMENT FROM BIRTH THROUGH AGE FIVE. 1,283 PARENTS AND CHILDREN WERE SERVED THROUGH THE PROGRAM.

    Expenses $84,363

  • Expenses $787,425

As filed on the 2024 return.

Listed in Part VII

  • Audra Harper

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    5

  • Joe Calagaz

    BOARD VICE CHAIR

    Total calculated
    $0
    Hours/week
    5

  • Amy Baldwin

    BOARD SECRETARY

    Total calculated
    $0
    Hours/week
    5

  • Anna Goldman

    FINANCE CHAIR

    Total calculated
    $0
    Hours/week
    5

  • Glyn Agnew

    COMMUNITY IMPACT CHAIR

    Total calculated
    $0
    Hours/week
    5

  • Dr Andi M Kent

    IMMEDIATE PAST CHAIR

    Total calculated
    $0
    Hours/week
    5

  • Brett Allred

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Guillermo Belloso

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Ronnie Bloodworth

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Kandace Breeland

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Nichole Edwards

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Chris Esfeller

    CAMPAIGN CHAIR

    Total calculated
    $0
    Hours/week
    5

  • John Garrett

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Bob Grip

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Teckie Hinkenbein

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Easton Lambert

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Michi Lunceford

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Dana Mayo

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Edward H O'Gwynn III

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Aimee Risser

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Steve Rockwell

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • H Rudd Schultze

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Jennifer Susman

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • George Talbot

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Stacy Ferguson

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Justine Bixler

    PRESIDENT & CEO

    Total calculated
    $97,325
    From this org
    $97,325
    From related orgs
    $0
    Other
    $0
    Hours/week
    55

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

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

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.

  • THE GORDON SMITH CENTER

    501(C)(3) · MAINTENANCE OF NOT-FOR-PROFIT ACTIVITY · AL · controlled entity

    Directly controlled by UNITED WAY OF SOUTHWEST ALABAMA INC

Provenance

Return type
form_990
Tax year
2024
Filed
28 January 2026
IRS schema version
2024v5.5
Source object
202630289349300228

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

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