2025-02-17T11:39:50-06:00 2024-06-30 994625061 CRI ADVISORS LLC PO BOX 70106 MOBILE AL 36670 990 2023-07-01 630351568 UNITED WAY OF SOUTHWEST ALABAMA INC UNIT 2514333624 POST OFFICE DRAWER 89 MOBILE AL 36601 JUSTINE BIXLER CHIEF EXECUTIVE OFFICER 2514310134 2025-02-17 1 0 GLENN W BROWN III P00510188 2514735550 2024-12-16 2023 2025-03-06 01:10:19Z JUSTINE BIXLER 218 SAINT FRANCIS ST MOBILE AL 36602 3035035 0 X WWW.USWSWA.ORG X 1926 AL TO PROVIDE RESOURCES TO IMPROVE THE HEALTH, EDUCATION, FINANCIAL STABILITY, AND ACCESS TO LIFE'S BASIC ESSENTIALS FOR MEMBERS OF THE SOUTHWEST ALABAMA COMMUNITY. 28 28 15 1156 0 0 3027865 2327241 0 0 45260 20427 208510 214350 3281635 2562018 1580751 1348522 0 0 986272 769228 0 0 459877 863740 632819 3430763 2750569 -149128 -188551 2316915 2437313 322697 548301 1994218 1889012 X TO IMPROVE THE QUALITY OF LIFE IN THE COMMUNITY. 0 0 1348522 1348522 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. 92271 UNITED WAY 211 THE ORGANIZATION OPERATES A HEALTH AND HUMAN SERVICE HOTLINE CONNECTING CALLERS TO LOCAL NON-PROFITS THAT PROVIDE FREE AND CONFIDENTIAL 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. 84363 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. 644124 SUPPORT FOR DOLLY PARTON IMAGINATION LIBRARY/BOOK DISTRIBUTION, VOLUNTEER INCOME TAX ASSISTANCE, VOLUNTEER CONNECT, DISASTER RECOVERY, AND OTHER PROGRAMS. 644124 2169280 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 7 0 1 15 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 X 28 28 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 AL X X X JUSTINE BIXLER 2514310134 POST OFFICE DRAWER 89 MOBILE AL 36601 ROBERT MATTHEWS IMMEDIATE PAST CHAIR 5.00 X X 0 0 0 MAHESH BATAVIA BOARD CHAIR 5.00 X X 0 0 0 ANNA GOLDMAN TREASURER 5.00 X X 0 0 0 AUDRA HARPER SECRETARY 5.00 X X 0 0 0 GLYN AGNEW COMMUNITY IMPACT CHAIR 5.00 X 0 0 0 GUILLERMO BELLOSO TRUSTEE 2.00 X 0 0 0 MARK J BURNETT JR LABOR CHAIR 5.00 X 0 0 0 JOE CALAGAZ TRUSTEE 2.00 X 0 0 0 MELISSA CROSS TRUSTEE 2.00 X 0 0 0 BOB GRIP TRUSTEE 2.00 X 0 0 0 DR RITESH GUPTA TRUSTEE 2.00 X 0 0 0 NICK HARRELL TRUSTEE 2.00 X 0 0 0 BO KEAHEY TRUSTEE 2.00 X 0 0 0 DR ANDI M KENT VICE CHAIR 5.00 X X 0 0 0 SHARON MOFFATT TRUSTEE 2.00 X 0 0 0 JESSICA ODOM TRUSTEE 2.00 X 0 0 0 BUBBA O'GWYNN TRUSTEE 2.00 X 0 0 0 H RUDD SCHULTZE TRUSTEE 2.00 X 0 0 0 MICHAEL STRICKLER TRUSTEE 2.00 X 0 0 0 MICHAEL TOOMEY TRUSTEE 2.00 X 0 0 0 CHRISTIAN WHITE TRUSTEE 2.00 X 0 0 0 MICHI LUNCEFORD FORMER CFO 55.00 X X 35003 0 0 AMY BALDWIN TRUSTEE 2.00 X 0 0 0 RONNIE BLOODWORTH TRUSTEE 2.00 X 0 0 0 NICHOLE EDWARDS TRUSTEE 2.00 X 0 0 0 EASTON LAMBERT TRUSTEE 2.00 X 0 0 0 STEVE ROCKWELL TUSTEE 2.00 X 0 0 0 GEORGE TALBOT TRUSTEE 2.00 X 0 0 0 JUSTINE BIXLER PRESIDENT & CEO 55.00 X 80827 0 0 JILL CHENOWETH FORMER PRESIDENT & CEO 55.00 X 94664 0 0 210494 0 0 0 0 0 0 0 2327241 18814 2327241 28832 28832 388932 397337 -8405 -8405 -8405 290030 75680 214350 214350 2562018 0 0 234777 1348522 1348522 210494 124234 15955 70305 345576 203959 26195 115422 173056 102137 13118 57801 40102 23668 3040 13394 122916 72545 9317 41054 6892 4068 522 2302 16420 9691 1245 5484 79882 47146 6055 26681 27753 16379 2104 9270 10623 6270 805 3548 54389 32100 4123 18166 30232 30232 13614 8035 1032 4547 21610 12754 1638 7218 AGENCY RELATIONS 110816 110816 CONTRACT SERVICES & LAB 75916 10508 1350 64058 SPECIAL EVENTS 16685 9847 1265 5573 PRINTING AND POSTAGE 8460 4993 641 2826 36611 21608 2775 12228 2750569 2169280 121412 459877 127558 303310 229336 418565 775539 618520 16259 7168 19501 19789 866898 733144 111467 133754 1032634 911044 4621 25163 2316915 2437313 110262 44906 195218 300901 17217 202494 322697 548301 X 1048788 1526759 945430 362253 1994218 1889012 2316915 2437313 -188551 83345 0 X X 0 1 X 1 0 X 3495434 3264684 3224342 2950951 2498531 15433942 3495434 3264684 3224342 2950951 2498531 15433942 15433942 20783 22477 46186 28272 28832 146550 181991 272952 345424 222048 43060 1065475 16645967 0.92720 0.91670 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1032634 -130595 9005 911044 965990 54846 11798 1032634 1077365 -100684 10691 956990 881443 211543 -5250 10371 1077365 929733 -14656 9689 881443 0.85901 0.14099 1 0 49017 49017 502736 428184 74552 226560 216737 9823 88585 88223 362 133754 ALLOCATIONS PAYABLE 177331 CURRENT PORTION OF OPERATING LEASE LIABILITIES 5410 OPERATING LEASE LIABILITIES, LESS CURRENT PORTION 19753 202494 X 2335457 83345 -9005 74340 2261117 300901 300901 2562018 2440663 0 2440663 9005 300901 309906 2750569 PART X, LINE 2: UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, THE ORGANIZATION IS EXEMPT FROM TAXES ON INCOME OTHER THAN UNRELATED BUSINESS INCOME. THE ORGANIZATION UTILIZES THE ACCOUNTING REQUIREMENTS ASSOCIATED WITH UNCERTAINTY IN INCOME TAXES USING THE PROVISIONS OF FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ASC 740, INCOME TAXES. USING THAT GUIDANCE, TAX POSITIONS INITIALLY NEED TO BE RECOGNIZED IN THE FINANCIAL STATEMENTS WHEN IT IS MORE-LIKELY-THAN-NOT THE POSITIONS WILL BE SUSTAINED UPON EXAMINATION BY THE TAX AUTHORITIES. IT ALSO PROVIDES GUIDANCE FOR DERECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURE AND TRANSITION. AS OF JUNE 30, 2023, THE ORGANIZATION HAS NO UNCERTAIN TAX PROVISIONS THAT QUALIFY FOR RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: INVESTMENT EXPENSE -9,005. PART XI, LINE 4B - OTHER ADJUSTMENTS: DONATIONS RECEIVED THAT ARE SPECIFICALLY DESIGNATED FOR A PARTICULAR AGENCY 300,901. PART XII, LINE 4B - OTHER ADJUSTMENTS: DONATIONS PAID THAT ARE SPECIFICALLY DESIGNATED FOR A PARTICULAR AGENCY 300,901. AUSTAL USA GOLF TOURNAMENT 290030 290030 75680 290030 290030 75680 75680 214350 1 AIDS ALABAMA 4321 DOWNTOWNER LOOP N MOBILE AL 36609 581727755 501(C)(3) 6908 0 PROGRAM OPERATING COST ALPHA WOMEN'S RESOURCE CENTER 6479 HIGHWAY 43 JACKSON AL 36545 631072822 501(C)(3) 6792 0 PROGRAM OPERATING COST AMERICAN RED CROSS ALABAMA GULF COAST CHAPTER PO BOX 1764 MOBILE AL 36601 630288803 501(C)(3) 15605 0 PROGRAM OPERATING COST BIG BROTHERS BIG SISTERS OF SOUTH ALABAMA 9 DAUPHIN STREET SUITE 101 MOBILE AL 36602 611683905 501(C)(3) 9469 0 PROGRAM OPERATING COST BOYS AND GIRLS CLUB OF SOUTH ALABAMA 1509-D PLAZA DR MOBILE AL 36660 630414826 501(C)(3) 8872 0 PROGRAM OPERATING COST CATHOLIC SOCIAL SERVICES 400 GOVERNMENT ST MOBILE AL 36601 630627699 501(C)(3) 12082 0 PROGRAM OPERATING COST DEARBORN YMCA 321 N WARREN ST MOBILE AL 36603 630302188 501(C)(3) 12272 0 PROGRAM OPERATING COST DRUG EDUCATION COUNCIL 954 GOVERNMENT ST MOBILE AL 36604 630572302 501(C)(3) 12109 0 PROGRAM OPERATING COST DUMAS WESLEY COMMUNITY CENTER 126 MOBILE ST MOBILE AL 36607 630312909 501(C)(3) 22667 0 PROGRAM OPERATING COST FAMILY PROMISE OF COASTAL ALABAMA P O BOX 40881 MOBILE AL 36604 383684968 501(C)(3) 8181 0 PROGRAM OPERATING COST FEEDING THE GULF COAST P O BOX 7762 MOBILE AL 36607 630821997 501(C)(3) 29432 0 PROGRAM OPERATING COST GOODWILL GULF COAST 2448 GORDON SMITH DR MOBILE AL 36617 630363972 501(C)(3) 10483 0 PROGRAM OPERATING COST GULF REGIONAL EARLY CHILDHOOD SERVICES 975 WEST I-65 SERVICE RD N MOBILE AL 36618 631056487 501(C)(3) 16481 0 PROGRAM OPERATING COST HOME OF GRACE FOR WOMEN 394 ADLOCK RD EIGHT MILE AL 36613 510198236 501(C)(3) 30355 0 PROGRAM OPERATING COST HOUSING FIRST 15 N JOACHIM ST MOBILE AL 36602 631178693 501(C)(3) 11223 0 PROGRAM OPERATING COST LIFELINES FAMILY COUNSELING CENTER 705 OAK CIRCLE DR E MOBILE AL 36604 630388685 501(C)(3) 14294 0 PROGRAM OPERATING COST MCKEMIE PLACE 913 S BROAD ST MOBILE AL 36603 271716993 501(C)(3) 20087 0 PROGRAM OPERATING COST MULHERIN CUSTODIAL HOME 15 N JOACHIM ST MOBILE AL 36602 630388323 501(C)(3) 18863 0 PROGRAM OPERATING COST OZANAM CHARITABLE PHARMACY 571 DAUPHIN STREET MOBILE AL 36602 721386236 501(C)(3) 16061 0 PROGRAM OPERATING COST PENELOPE HOUSE P O BOX 9127 MOBILE AL 36691 630763198 501(C)(3) 25594 0 PROGRAM OPERATING COST REGIONAL CHILD ADVOCACY CENTER PO BOX 841 GROVE HILL AL 36451 631162511 501(C)(3) 9769 0 PROGRAM OPERATING COST RONALD MCDONALD HOUSE CHARITIES OF MOBILE 1626 SPRINGHILL AVENUE MOBILE AL 36604 631181258 501(C)(3) 11874 0 PROGRAM OPERATING COST SALVATION ARMY OF COASTAL ALABAMA 1009 DAUPHIN ST MOBILE AL 36601 580660607 501(C)(3) 8730 0 PROGRAM OPERATING COST SICKLE CELL DISEASE ASSOCIATION - MOBILE COUNTY 1453 SPRINGHILL AVE MOBILE AL 36604 630772355 501(C)(3) 10280 0 PROGRAM OPERATING COST THE ARC OF SOUTHWEST ALABAMA (FKA EDUC CTR FOR INDEPENDENCE) 234 HEARN DR CHATOM AL 36518 630673646 501(C)(3) 14242 0 PROGRAM OPERATING COST THE CHILD ADVOCACY CENTER 1351 SPRINGHILL AVE MOBILE AL 36604 630917400 501(C)(3) 28395 0 PROGRAM OPERATING COST UNITED CEREBRAL PALSY 193 LYONS PARK AVE MOBILE AL 36601 630340302 501(C)(3) 37648 0 PROGRAM OPERATING COST VIA HEALTH FITNESS AND ENRICHMENT CENTER 1717 DAUPHIN ST MOBILE AL 36604 630590039 501(C)(3) 31350 0 PROGRAM OPERATING COST VICTORY HEALTH PARTNERS 3750 PROFESSIONAL PKWY MOBILE AL 36609 631260841 501(C)(3) 50529 0 PROGRAM OPERATING COST PART I, LINE 2: THE ORGANIZATION PROVIDES ALLOCATIONS AND DESIGNATIONS TO AGENCIES THAT HAVE SIGNED PARTNERSHIP AGREEMENTS WITH THE ORGANIZATION. THE AGREEMENTS ARE UPDATED PERIODICALLY AND REQUIRE THE AGENCY PARTNER TO SUBMIT ORGANIZATIONAL AND FINANCIAL DATA TO SUSTAIN ELIGIBILITY. X DONATED GOODS 0 16752 X DONATED SPACE 0 1128 X DONATED SERVICES 0 934 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION HAS A FIRM OF CERTIFIED PUBLIC ACCOUNTANTS ASSIST IN THE PREPARATION OF THE FORM 990. THE FORM 990 IS PRESENTED TO THE BOARD OF DIRECTORS FOR APPROVAL PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS A CONFLICT OF INTEREST POLICY THAT IS PRESENTED ANNUALLY FOR REVIEW AND APPROVAL. EACH MEMBER IS PROVIDED A COPY OF THE DOCUMENT AND REQUESTED TO RETURN A SIGNED STATEMENT. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTEE MEETS WITH THE PRESIDENT AND CHIEF EXECUTIVE OFFICER BEFORE THE START OF THE NEW YEAR. THE EXECUTIVE COMMITTEE CONDUCTS A PERFORMANCE EVALUATION AND THEN RECOMMENDS A SALARY FOR THE PRESIDENT AND CHIEF EXECUTIVE OFFICER FOR THE COMING PERIOD. THIS RECOMMENDATION IS TAKEN TO THE BOARD OF DIRECTORS IN EXECUTIVE SESSION. THE FULL BOARD THEN HEARS THE RECOMMENDATION IN EXECUTIVE SESSION AND A DECISION IS RENDERED. THE DECISION IS COMMUNICATED TO THE CFO FOR ACTION. THE PRESIDENT AND CHIEF EXECUTIVE OFFICER IS RESPONSIBLE FOR DETERMINING SALARIES FOR THE CFO AND AND ALL OTHER STAFF MEMBERS BASED ON FUNDS AVAILABLE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC UPON REQUEST. THE ORGANIZATION'S FINANCIAL STATEMENTS AND TAX RETURN ARE AVAILABLE UPON REQUEST AND ARE POSTED ON THE ORGANIZATION'S WEBSITE AND THROUGH GUIDE STAR. FORM 990, PART XII, LINE 2C MEMBERS OF THE FINANCE AND EXECUTIVE COMMITTEES ASSUME RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT, WHICH IS THE SAME AS IN PRIOR YEARS. THE GORDON SMITH CENTER 2448 GORDON SMITH DR MOBILE AL 36617 630520835 MAINTENANCE OF NOT-FOR-PROFIT ACTIVITIES AL 501(C)(3) 509(A)(3) UNITED WAY OF SOUTHWEST ALABAMA INC 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 THE GORDON SMITH CENTER Q ACTUAL EXPENSE