UNITED WAY OF FORSYTH COUNTY INC

As filed

Subsection

03

NTEE code

T70Z

Classification

1000

Street

240 ELM ST

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Mission and programs · 2023

• ORGANIZATIONAL HIGHLIGHTS FINANCIALLY, UWFC FINISHED AT 91% OF ITS INCOME BUDGET, 105.1% OF ITS PROGRAM EXPENSE BUDGET AND 102.4% OF ITS OVERHEAD BUDGET. THE BOARD OF DIRECTORS AND STAFF CONTINUE TO BE MINDFUL OF SPENDING LIKE MOST UNITED WAY'S ACROSS THE NATION. OUR CONSERVATIVE SPENDING OVER THE YEARS AND RECOGNITION THAT HAVING A RESERVE WILL SUPPORT OUR UNITED WAY PROGRAMS THROUGH A TOUGH ECONOMY HAS PROVEN OUR BOARD IS ALWAYS MINDFUL OF ITS RESPONSIBILITY FOR THE WELL-BEING OF THE ORGANIZATION. WE HAD APPROXIMATELY 3,300 DONORS TO OUR CAMPAIGN. SEVENTY-TWO PERCENT OF OUR PLEDGES COME FROM EMPLOYEES OF CORPORATIONS AND CORPORATE GIFTS. THE OTHER 28% OF OUR PLEDGES COME FROM EMPLOYEES OF SCHOOLS, LOCAL GOVERNMENT ENTITIES, PROFESSIONALS, AND INDIVIDUALS AS WELL AS SMALL BUSINESS OWNERS. COMMUNITY INVESTMENT AND COMMUNITY IMPACT HIGHLIGHTS UNITED WAY OF FORSYTH COUNTY ACTIVELY NURTURES AND MODELS SOCIAL BEHAVIORS THAT ENCOURAGE AND PROMOTE AN INCLUSIVE, DIVERSE, AND EQUITABLE COMMUNITY. WE IMPROVE LIVES BY SERVING PEOPLE WITHOUT REGARD TO RACE, GENDER, AGE, RELIGION, SEXUAL ORIENTATION, IDENTITY, ABILITY, OR FAMILIAL STATUS. OUR ONGOING COMMITMENT TO AN INCLUSIVE, DIVERSE, AND EQUITABLE COMMUNITY AND EXPECTATION TO IMPROVE LIVES IS REFLECTED IN ALL ASPECTS OF WORK FROM UNITED WAY'S STAFF, VOLUNTEERS, AND PARTNERS. IN 2023, UNITED WAY OF FORSYTH COUNTY INVESTED 1,293,491 IN APPROXIMATELY 60 HEALTH AND HUMAN SERVICE AGENCIES AND PROGRAMS. THE DOLLARS GIVEN REACH ALL AREAS OF OUR COMMUNITY. FROM THE YOUNG TO THE OLD, THE SICK TO THE HEALTHY, THE EMPLOYED TO THE UNEMPLOYED AND UNDEREMPLOYED, THOSE WITH HOMES TO THOSE WITHOUT, UNITED WAY DOLLARS ARE GIVING HOPE. WITH THE HELP OF PARTNERS IN THE COMMUNITY, THE ORGANIZATION IS WORKING HARD TO MAKE A DIFFERENCE EACH DAY IN OUR COMMUNITY OUR VISION IS TO BE A COMMUNITY WHERE ALL PEOPLE HAVE THE OPPORTUNITY TO ENGAGE, THRIVE AND ACHIEVE A BETTER QUALITY OF LIFE. AREAS OF FOCUS ARE: EDUCATION (35%) FINANCIAL STABILITY/BASIC NEEDS/ECONOMIC MOBILITY (33%) HEALTH (32%) OVER 2,000 ENGLISH HELPLISTS AND 1,000 SPANISH HELPLISTS WERE DISTRIBUTED THROUGHOUT THE COMMUNITY IN 2023. THE HELPLIST IS A COMPANION TO OUR COMPREHENSIVE ON-LINE COMMUNITY RESOURCE GUIDE WHICH WAS ESTABLISHED IN 2019 WITH THE HELP OF A VISTA VOLUNTEER AND IS AVAILABLE ONLINE AT WWW.UNITEDWAYFORSYTH.COM. UNITED WAY FACILITATED A COLLECTION OF SCHOOL SUPPLIES FOR DISTRIBUTION THROUGH OUR ANNUAL STUFF THE BUS PROGRAM. OVER 4,200 ITEMS WERE DONATED FROM LOCAL BUSINESSES, CIVIC ORGANIZATIONS, AND INDIVIDUALS TO BENEFIT STUDENTS AND CLASSROOMS DURING THE 2023-24 SCHOOL YEAR. WE CONTINUED SUPPORT JUNIOR ACHIEVEMENT BIZTOWN AND FINANCIAL PARK, A SIMULATED TOWN THAT ALLOWS MIDDLE SCHOOL STUDENTS TO EXPLORE INDUSTRIES AND CAREERS THROUGH IMMERSIVE SIMULATIONS AND ACQUIRE FOUNDATIONAL KNOWLEDGE FOR REAL WORLD EXPERIENCES. THE JA DISCOVERY CENTER IS LOCATED INSIDE THE ALLIANCE ACADEMY FOR INNOVATION. THE PHILANTHROPY STORE, INSIDE THE JA DISCOVERY CENTER, IS OPERATED BY UNITED WAY OF FORSYTH COUNTY AND THE NORTH GEORGIA COMMUNITY FOUNDATION. IN COLLABORATION WITH FORSYTH COUNTY SCHOOLS, UNITED WAY OF FORSYTH COUNTY IS INVESTED IN OUR STUDENTS' OVERALL HEALTH BY PROVIDING FUNDING FOR ON- SITE THERAPEUTIC SERVICES TO STUDENTS WHEN COSTS WERE MORE THAN THE FAMILY COULD AFFORD. IN 2023, UNITED WAY PAID OUT 37,081 TO THIS PROGRAM WHICH EQUATES TO APPROXIMATELY 620 THERAPEUTIC SESSIONS. WITH THE HELP OF COMMUNITY VOLUNTEERS AND STAKEHOLDERS, WE DEVELOPED A MENTAL HEALTH WEBSITE WHICH PROVIDES RELEVANT INFORMATION REGARDING MENTAL WELLNESS, MENTAL ILLNESS, AND RESOURCES TO SUPPORT IMPROVING MENTAL HEALTH IN FORSYTH COUNTY. IN EARLY 2021, THE MENTAL HEALTH WEBSITE WAS LAUNCHED AND CAN BE FOUND AT WWW. MHFOCOGA.COM. IN 2023, APPROXIMATELY 1,000 MENTAL HEALTH HELPLISTS WERE DISTRIBUTED THROUGHOUT THE COMMUNITY. SINCE 2015, UNITED WAY OF FORSYTH COUNTY HAS PARTNERED WITH AARP FOUNDATION TAX-AIDE TO PROVIDE FREE TAX PREPARATION FOR LOW- AND MODERATE-INCOME TAXPAYERS (THOSE EARNING 54,000 OR LESS) AND THOSE INDIVIDUALS 60 AND OLDER. IN 2023, 558 TAX RETURNS WERE PREPARED. TAXPAYERS RECEIVED FEDERAL REFUNDS TOTALING 481,150, STATE REFUNDS TOTALING 123,951, AND SAVED APPROXIMATELY 96,600 IN FILING FEES. A TOTAL OF 12 AARP VOLUNTEERS LOGGED OVER 1,100 VOLUNTEER HOURS DURING 32 TAX PREPARATION SESSIONS. IN PARTNERSHIP WITH FORSYTH COUNTY SCHOOLS, UNITED WAY ASSISTS WITH TUITION FOR RECOVERY CREDITS FOR FAILED CLASSES, TRANSPORTATION FOR BEFORE AND AFTER SCHOOL PROGRAMS OR TUTORING, GRADUATION FEES AND HIGH SCHOOL GRADUATION TEST REVIEW SESSIONS AS WELL AS OTHER SERVICES TO HELP KEEP STUDENTS ENGAGED AND ON TRACK TO GRADUATE. THESE SERVICES ARE OFFERED TO STUDENTS WHO ARE IDENTIFIED AS ECONOMICALLY DISADVANTAGED, SPECIAL NEEDS, OR ELL STUDENTS TO REMOVE ANY AND ALL BARRIERS THEY MAY EXPERIENCE GETTING IN THE WAY OF GRADUATION. IN 2023, UNITED WAY FUNDED 50,364 TO CREDIT RECOVERY PROGRAMS WHICH SERVED APPROXIMATELY 16,000 STUDENTS. SINCE 2008, UNITED WAY HAS FUNDED 888,626 TO CREDIT RECOVERY PROGRAMS. ADDITIONALLY, THE GRADUATION RATE IN FORSYTH COUNTY HAS INCREASED FROM 85.8% IN 2008 TO 95.8% IN 2023. THIS IS AN INCREASE OF 10%. PUTTING OUR COMMUNITY'S CHILDREN ON THE PATH TO FULFILLING THEIR POTENTIAL REQUIRES US TO WORK TOGETHER TOWARD A SINGLE, SHARED AGENDA. WE'VE NEEDED A COLLECTIVE VISION, UNIFIED MEASURES OF ACHIEVEMENT, STRATEGIES FOR HOW TO ATTAIN SUCCESS AND A WAY TO EVALUATE PROGRESS. THROUGH DATA COLLECTED BY UNITED WAY FOR THE CHILD WELL-BEING INDEX, WE ARE ABLE TO MEASURE HOW CHILDREN ARE FARING IN FORSYTH COUNTY AND CAN BETTER DETERMINE THE SERVICES NEEDED TO SUPPORT THEM AND THEIR FAMILIES. UNITED WAY CONTINUED TO SUPPORT THE FORSYTH COUNTY COLLABORATIVE ON CHARITY TRACKER FOR DATA AND RESOURCE SHARING BETWEEN NONPROFITS. SINCE UNITED WAY ESTABLISHED THE COLLABORATIVE IN 2016, MORE THAN 30,608 INDIVIDUALS, 193,613 "ACTS OF KINDNESS" (ASSISTANCE) AND 10,695,783 IN FINANCIAL ASSISTANCE HAS BEEN LOGGED. IN 2023 ALONE, 2,581 HOUSEHOLDS REPRESENTING 8,336 INDIVIDUALS WERE SERVED THROUGH 4,325 ACTS OF KINDNESS AND 596,786 IN FINANCIAL ASSISTANCE WAS PROVIDED. THERE ARE CURRENTLY 43 MEMBER AGENCIES AND 29 AGENTS IN THE COLLABORATIVE. SINCE 2015, UNITED WAY OF FORSYTH COUNTY HAS ACTED AS THE FISCAL AGENT FOR THE FORSYTH COUNTY DRUG AWARENESS COUNCIL. THEIR MISSION IS TO EDUCATE, ADVOCATE AND EMPOWER THE COMMUNITY TO PREVENT SUBSTANCE ABUSE ACROSS THE LIFESPAN IN FORSYTH COUNTY, GEORGIA. THEY ACCOMPLISH THIS BY HOLDING MONTHLY COLLABORATIVE MEETINGS, ADVOCATING ON THE STATE LEVEL AND HOLDING COMMUNITY DRUG AWARENESS SUMMITS FOR RESIDENTS. IN 2023, WOMEN UNITED FOR FORSYTH COUNTY HOSTED THREE INFORMATIONAL AND SOCIAL EVENTS ATTENDED BY MORE THAN 130 DIVERSE AND INSPIRING WOMEN DEDICATED TO WORKING TOGETHER TO ENACT POSITIVE LASTING CHANGE IN FORSYTH COUNTY. THE 2023 WOMEN UNITED ONLINE AUCTION, HELD THE FROM NOVEMBER 6TH TO NOVEMBER 16TH, RAISED 6,322. THROUGH UNITED WAY'S 22ND ANNUAL DAY OF CARING, 135,000 OATMEAL AND RICE & VEGETABLE SOUP MEALS WERE PACKAGED; 2,000 FAMILY SNACK PACKS WERE PACKAGED; 1,000 SCHOOL SUPPLY KITS WERE ASSEMBLED; AND 300 LITERACY KITS WERE ASSEMBLED BY APPROXIMATELY 637 VOLUNTEERS AT THE FORSYTH CONFERENCE CENTER. MEALS PACKAGED THROUGH THE EVENT WERE DISTRIBUTED TO 4 LOCAL FOOD PANTRIES/PROGRAMS TO GIVE TO CLIENTS THROUGH THEIR FOOD DISTRIBUTION PROGRAMS. EARLY CHILDHOOD LEARNING LITERACY KITS FOR PRE-SCHOOL, KINDERGARTEN, & FIRST GRADERS. EACH LITERACY KIT CONTAINS A BOOK, ACTIVITY SHEETS, SCHOOL SUPPLIES, AND A CRAFT PROJECT. IN 2023, WE ASSEMBLED AND DISTRIBUTED 1,308 LITERACY KITS TO FORSYTH COUNTY STUDENTS. RESOURCE DEVELOPMENT/COMMUNITY IMAGE HIGHLIGHTS 2024 CAMPAIGN RESULTS (RAISED IN FALL OF 2023 AND DISTRIBUTED IN 2024)- 1,057,837 WAS PLEDGED. THE DAWSON COUNTY CAMPAIGN ALONE RAISED 72,567 IN PLEDGES. PUBLIX SUPER MARKETS WAS THE LARGEST CAMPAIGN, FOLLOWED BY FORSYTH COUNTY SCHOOLS, NORTHSIDE HOSPITAL, SOLVAY, AND THE UNITED WAY INVITATIONAL GOLF TOURNAMENT. UNITED WAY HOSTED THE 6TH ANNUAL UNITED WAY INVITATIONAL GOLF TOURNAMENT AT HAWKS RIDGE GOLF CLUB. APPROXIMATELY 112 INDIVIDUALS PARTICIPATED IN THIS EVENT, ALLOWING US TO MAKE SURE OUR CHILDREN AND YOUTH HAVE THE OPPORTUNITY TO ACHIEVE THEIR FULL POTENTIAL THROUGH THE MANY CHILDREN'S PROGRAMS AND ORGANIZATIONS WE SUPPORT. INTERNAL OPERATIONS HIGHLIGHTS IN 2023, APPROXIMATELY 3,500 PEOPLE HAVE WALKED THROUGH THE UNITED WAY OFFICE TO ATTEND LOCAL NONPROFIT MEETINGS AND EVENTS HELD BY 26 DIFFERENT NONPROFIT GROUPS. THE BOARD DEVELOPMENT COMMITTEE CONTINUES TO OVERSEE THE NEW BOARD MEMBER ORIENTATION PROCESS, ORGANIZES BOARD SOCIALS, SERVES AS THE NOMINATING COMMITTEE, REVIEWS BY-LAWS & ORGANIZATION POLICIES AS WELL AS REVIEWS ORGANIZATIONAL SELF-ASSESSMENT RESULTS AND EXIT SURVEYS. NEW BOARD MEMBERS AND NEW COMMUNITY INVESTMENT MEMBERS HAD ORIENTATION BEFORE YEAR-END IN TIME FOR BEGINNING THEIR TERMS IN 2024. OUR MISSION: TO IMPROVE LIVES IN OUR COMMUNITY B

  Expenses $1,109,231 · Grants $730,554

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Officers and directors · 2023

As listed in Part VII of the 2023 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

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. Earlier years are each on their own filing page.

Filings

• 2023

  Revenue

  $1,194,532

  Expenses

  $1,369,881

  Contributions

  $1,159,262

  Grants paid

  $730,554

• 2022

  Revenue

  $1,426,806

  Expenses

  $1,510,304

  Contributions

  $1,396,469

  Grants paid

  $982,715

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Other returns filed

• 2021 · 990

  Revenue

  $1,457,615

  Expenses

  $1,343,816

  Assets (EOY)

  $3,057,225

• 2020 · 990

  Revenue

  $1,579,664

  Expenses

  $1,714,204

  Assets (EOY)

  $2,955,618

Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all.

Grants made

• CORNER FARMS

  $298,800

  2022 · ANNUAL FUND

• GEORGIA HIGHLANDS MEDICAL SERVICES

  $102,000

  2022 · ANNUAL FUND

• GEORGIA HIGHLANDS MEDICAL SERVICES

  $102,000

  2023 · ANNUAL FUND

• CHILDREN'S CENTER FOR HOPE & HEALIN

  $65,558

  2023 · ANNUAL FUND

• CHILDREN'S CENTER FOR HOPE & HEALIN

  $65,310

  2022 · ANNUAL FUND

• FORSYTH COUNTY SCHOOLS RECOVERY PRO

  $63,116

  2022 · ANNUAL FUND

• CASA OF FORSYTH COUNTY INC

  $58,850

  2023 · ANNUAL FUND

• MENTOR ME NORTH GEORGIA

  $57,988

  2023 · ANNUAL FUND

• MENTOR ME NORTH GEORGIA

  $56,713

  2022 · ANNUAL FUND

• BALD RIDGE LODGE

  $54,706

  2023 · ANNUAL FUND

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

Where these grants went next →

Grants received

• CHARITIES AID FOUNDATION AMERICA

  $382,585

  2023 · CHARITABLE DONATION

• THE CHICAGO COMMUNITY TRUST

  $280,000

  2022 · support for Corner Farms Forsyth, General Operating Support, support for Corner Farms Capital Expenditures, support for Emergency Dive Response Team

• NORTH GEORGIA COMMUNITY FOUNDATION

  $54,000

  2023 · HUMAN SERVICES

• NORTH GEORGIA COMMUNITY FOUNDATION

  $49,139

  2025 · HUMAN SERVICES

• UNITED WAY OF FORSYTH COUNTY INC

  $47,082

  2023 · ANNUAL FUND

• UNITED WAY OF FORSYTH COUNTY INC

  $41,649

  2022 · ANNUAL FUND

• AMERICAN ONLINE GIVING FOUNDATION INC

  $33,812

  2022 · GENERAL SUPPORT

• AMERICAN ONLINE GIVING FOUNDATION INC

  $28,604

  2024 · GENERAL SUPPORT

• THE BLACKBAUD GIVING FUND

  $20,459

  2022 · GENERAL SUPPORT

• DONOR ADVISED CHARITABLE GIVING

  $15,822

  2022 · PUBLIC, SOCIETAL BENEFIT

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

Other IRS files