Form 990 for tax year 2023
Filed by UNITED WAY OF SOUTHWEST ALABAMA INC.
Totals
- Total revenue
- $2,562,018
- Total expenses
- $2,750,569
- Contributions and grants received
- $2,327,241
- Grants paid
- $1,348,522
- Program service revenue
- $0
- Investment income
- $20,427
- Other revenue
- $214,350
- Total assets, end of year
- $2,437,313
- Total liabilities, end of year
- $548,301
- Net assets or fund balances, end of year
- $1,889,012
- Program services expenses (Part IX)
- $2,169,280
- Management and general expenses
- $121,412
- Fundraising expenses
- $459,877
- Program service expenses (Part III)
- $2,169,280
Program services were 78.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
ROBERT MATTHEWS
IMMEDIATE PAST CHAIR
- Total calculated
- $0
- Hours/week
- 5
-
MAHESH BATAVIA
BOARD CHAIR
- Total calculated
- $0
- Hours/week
- 5
-
ANNA GOLDMAN
TREASURER
- Total calculated
- $0
- Hours/week
- 5
-
AUDRA HARPER
SECRETARY
- Total calculated
- $0
- Hours/week
- 5
-
GLYN AGNEW
COMMUNITY IMPACT CHAIR
- Total calculated
- $0
- Hours/week
- 5
-
GUILLERMO BELLOSO
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
MARK J BURNETT JR
LABOR CHAIR
- Total calculated
- $0
- Hours/week
- 5
-
JOE CALAGAZ
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
MELISSA CROSS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
BOB GRIP
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
DR RITESH GUPTA
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
NICK HARRELL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
BO KEAHEY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
DR ANDI M KENT
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 5
-
SHARON MOFFATT
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
JESSICA ODOM
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
BUBBA O'GWYNN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
H RUDD SCHULTZE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
MICHAEL STRICKLER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
MICHAEL TOOMEY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
CHRISTIAN WHITE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
MICHI LUNCEFORD
FORMER CFO
- Total calculated
- $35,003
- From this org
- $35,003
- From related orgs
- $0
- Other
- $0
- Hours/week
- 55
-
AMY BALDWIN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
RONNIE BLOODWORTH
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
NICHOLE EDWARDS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
EASTON LAMBERT
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
STEVE ROCKWELL
TUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
GEORGE TALBOT
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
JUSTINE BIXLER
PRESIDENT & CEO
- Total calculated
- $80,827
- From this org
- $80,827
- From related orgs
- $0
- Other
- $0
- Hours/week
- 55
-
JILL CHENOWETH
FORMER PRESIDENT & CEO
- Total calculated
- $94,664
- From this org
- $94,664
- 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
-
$50,529
PROGRAM OPERATING COST
-
$37,648
PROGRAM OPERATING COST
-
PROGRAM OPERATING COST
-
$30,355
PROGRAM OPERATING COST
-
$29,432
PROGRAM OPERATING COST
-
$28,395
PROGRAM OPERATING COST
-
$25,594
PROGRAM OPERATING COST
-
$22,667
PROGRAM OPERATING COST
-
$20,087
PROGRAM OPERATING COST
-
$18,863
PROGRAM OPERATING COST
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.
-
501(C)(3) · MAINTENANCE OF NOT-FOR-PROFIT ACTIVITIES · AL · controlled entity
Directly controlled by UNITED WAY OF SOUTHWEST ALABAMA INC
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 17 February 2025
- IRS schema version
- 2023v6.0
- Source object
- 202510489349301511
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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