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Nonprofiteer
← WOODLAWN UNITED INC

Form 990 for tax year 2023

Filed by WOODLAWN UNITED INC.

Totals

Total revenue
$2,544,857
Total expenses
$2,028,366
Contributions and grants received
$1,658,589
Grants paid
$167,852
Program service revenue
$55,933
Investment income
$217,811
Other revenue
$612,524
Total assets, end of year
$19,560,952
Total liabilities, end of year
$3,541,876
Net assets or fund balances, end of year
$16,019,076
Program services expenses (Part IX)
$1,259,750
Management and general expenses
$479,795
Fundraising expenses
$288,821
Program service expenses (Part III)
$1,259,750

Program services were 62.1% 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

    $1,658,589

  • 1g · Noncash contributions included above

    $72,111

  • 2a · Program service revenue: RENTAL INCOME

    total $55,933 · related or exempt $55,933

  • 3 · Investment income

    total $217,811 · excluded $217,811

  • 11a · Other revenue: INCOME FROM SUBSIDIARY

    total $612,524 · related or exempt $612,524

  • 11e · Other revenue, total

    $612,524

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $167,852 · program services $167,852

  • 5 · Compensation of officers, directors and key employees

    total $415,000 · program services $187,750 · management and general $127,500 · fundraising $99,750

  • 7 · Other salaries and wages

    total $211,282 · program services $30,846 · management and general $92,481 · fundraising $87,955

  • 9 · Other employee benefits

    total $58,637 · program services $20,467 · management and general $20,596 · fundraising $17,574

  • 10 · Payroll taxes

    total $50,024 · program services $17,460 · management and general $17,571 · fundraising $14,993

  • 11b · Fees: legal

    total $4,666 · program services $3,584 · management and general $1,082

  • 11c · Fees: accounting

    total $44,358 · management and general $44,358

  • 11g · Fees: other

    total $115,315 · program services $115,315

  • 13 · Office expenses

    total $5,660 · management and general $5,660

  • 16 · Occupancy

    total $111,417 · management and general $111,417

  • 17 · Travel

    total $10,376 · management and general $10,376

  • 20 · Interest

    total $220,698 · program services $220,698

  • 22 · Depreciation, depletion and amortization

    total $53,184 · program services $47,866 · management and general $5,318

  • 23 · Insurance

    total $7,014 · management and general $7,014

  • 24a · Other expenses: COMMUNITY DEVELOPMENT A

    total $162,821 · program services $162,821

  • 24b · Other expenses: EDUCATION GRANTS

    total $160,729 · program services $160,729

  • 24c · Other expenses: FUNDRAISING CAMPAIGN FE

    total $63,961 · fundraising $63,961

  • 24d · Other expenses: MISC EXPENSES

    total $42,774 · program services $21,387 · management and general $21,387

  • 24e · All other expenses

    total $122,598 · program services $102,975 · management and general $15,035 · fundraising $4,588

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,614,594 · end of year $1,560,867

  • 3 · Pledges and grants receivable

    beginning of year $3,405,595 · end of year $2,072,267

  • 4 · Accounts receivable

    beginning of year $205,896 · end of year $366,686

  • 7 · Other notes and loans receivable

    beginning of year $15,380,800 · end of year $11,206,000

  • 9 · Prepaid expenses and deferred charges

    beginning of year $3,219 · end of year $5,832

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

    $4,162,324

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

    $308,847

  • 10c · Land, buildings and equipment, net

    beginning of year $3,827,958 · end of year $3,853,477

  • 13 · Investments: program-related

    beginning of year -$4,294,518 · end of year $492,806

  • 15 · Other assets

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

  • 17 · Accounts payable and accrued expenses

    beginning of year $102,374 · end of year $115,098

  • 19 · Deferred revenue

    beginning of year $60,000 · end of year $159,575

  • 23 · Secured mortgages and notes payable

    beginning of year $4,481,602 · end of year $3,267,203

  • 25 · Other liabilities

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

  • 27 · Net assets without donor restrictions

    beginning of year $13,932,519 · end of year $15,125,430

  • 28 · Net assets with donor restrictions

    beginning of year $1,570,066 · end of year $893,646

Mission and programs · 2023

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 $592,824 · Grants $144,002 · Revenue $612,524

  • 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 $476,731 · Grants $2,000 · Revenue $55,933

  • 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 $190,195 · Grants $21,850

As filed on the 2023 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

  • Kendra Key

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Ralph Williams

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Marquita Davis

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Mashonda Taylor

    CHIEF EXECUTIVE OFFICER

    Total calculated
    $180,779
    From this org
    $165,000
    From related orgs
    $0
    Other
    $15,779
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $165,000
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $15,779
    Filer's total
    $180,779

  • Joe D Ayers

    COMMUNITY DEVELOPMENT OFFICER

    Total calculated
    $113,040
    From this org
    $100,000
    From related orgs
    $0
    Other
    $13,040
    Hours/week
    40

  • Meghan Ann Hellenga

    CHIEF OPERATING OFFICER

    Total calculated
    $159,321
    From this org
    $150,000
    From related orgs
    $0
    Other
    $9,321
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $150,000
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $9,321
    Filer's total
    $159,321

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 $507,205 · assets $4,488,135

    Directly controlled by WOODLAWN UNITED INC

  • COTTAGES AT WOOD STATION

    AFFORDABLE HOUSING · AL · income -$57,843 · assets $1,936

    Directly controlled by WOODLAWN UNITED 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 $1,610,228 · share of assets $3,336,653 · general or managing partner

    Directly controlled by WOODLAWN UNITED INC

  • WOODLAWN PCS LANDLORD LLC

    RELATED · CHARTER SCHOOL · AL · 95% owned · share of income -$178,526 · share of assets $11,871,155 · general or managing partner

    Directly controlled by WOODLAWN UNITED 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 $69,733 · share of assets -$200,549 · controlled entity

    Directly controlled by WOODLAWN UNITED INC

  • WOODLAWN REDEVELOPMENT I GP LLC

    C · AFFORDABLE HOUSING · AL · 100% owned · share of assets -$188 · controlled entity

    Directly controlled by WOODLAWN UNITED INC

Provenance

Return type
form_990
Tax year
2023
Filed
30 October 2024
IRS schema version
2023v5.1
Source object
202403139349303065

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