2025-05-14T15:11:47-05:00 2024-06-30 882730877 CHERRY BEKAERT ADVISORY LLC 1075 PEACHTREE STREET NE SUITE 1600 ATLANTA GA 30309 990 2023-07-01 580566194 UNITED WAY OF GREATER ATLANTA INC UNIT 4045277200 40 COURTLAND STREET ATLANTA GA 30303 KRISTEN MCCOLLUM CHIEF FINANCIAL AND PEOPLE OFFICER 4045277200 2025-05-13 1 1 MELANIE MCPEAK P01346034 4042090954 2023 2025-03-06 01:10:19Z KRISTEN MCCOLLUM 40 COURTLAND STREET ATLANTA GA 30303 101975309 0 X WWW.UNITEDWAYATLANTA.ORG X 1972 GA UNITED WAY OF GREATER ATLANTA ENGAGES AND BRINGS TOGETHER PEOPLE AND RESOURCES TO DRIVE SUSTAINABLE AND EQUITABLE IMPROVEMENTS IN THE WELL-BEING OF CHILDREN, FAMILIES, AND INDIVIDUALS IN THE COMMUNITY. FOR INDIVIDUALS AND ORGANIZATIONS THAT WANT TO HELP IMPROVE THE HEALTH OF THEIR COMMUNITY, UNITED WAY IS THE PLATFORM THAT ENABLES INDIVIDUALS, GROUPS, AND COMPANIES TO MAKE A DIFFERENCE INDIVIDUALLY AND COLLECTIVELY IN WHATEVER WAY THEY WISH TO CONTRIBUTE THEIR TIME, TALENT, AND TREASURE. 34 34 200 5882 1271039 0 97646952 71718300 6822937 7544913 1818658 3981584 124083 -84434 106412630 83160363 69659935 55631661 0 0 21557620 19619592 0 0 12729140 14528002 17722515 105745557 92973768 667073 -9813405 118843860 109023182 20315559 17830528 98528301 91192654 X UNITED WAY OF GREATER ATLANTA ENGAGES AND BRINGS TOGETHER PEOPLE AND RESOURCES TO DRIVE SUSTAINABLE AND EQUITABLE IMPROVEMENTS IN THE WELL-BEING OF CHILDREN, FAMILIES, AND INDIVIDUALS IN THE COMMUNITY. FOR INDIVIDUALS AND ORGANIZATIONS THAT WANT TO HELP IMPROVE THE HEALTH OF THEIR COMMUNITY, UNITED WAY IS THE PLATFORM THAT ENABLES INDIVIDUALS, GROUPS, AND COMPANIES TO MAKE A DIFFERENCE INDIVIDUALLY AND COLLECTIVELY IN WHATER WAY THEY WISH TO CONTRIBUTE THEIR TIME, TALENT, AND TREASURE. 0 0 2234535 2234535 UNITED WAY INVESTS IMPACT DOLLARS IN ASSEMBLING TEAMS OF NONPROFITS TO WORK ON COLLABORATIVE SOLUTIONS THAT LEAD TO POSITIVE AND SUSTAINABLE OUTCOMES FOR CHILDREN AND FAMILIES, LIKE GIVING KIDS THE SKILLS TO SUCCEED IN SCHOOL, TEACHING FINANCIAL EDUCATION AND JOB TRAINING, BRINGING PRIMARY CARE ACCESS AND GIVING THE TOOLS TO REMOVE THEMSELVES FROM HOMELESSNESS. GIVING TO THE UNITED WAY CHILD WELLBEING IMPACT FUND ALLOWS YOU TO HAVE THE BIGGEST IMPACT ON OUR COMMUNITY. THE FUND COVERS MULTIPLE AREAS THAT HELP ADVANCE CHILD WELLBEING ACROSS GREATER ATLANTA. DECISIONS ARE MADE THROUGH A PROCESS DIRECTED BY UNITED WAY AND INVOLVES SUBJECT MATTER EXPERTS AS WELL AS TRAINED VOLUNTEERS. INVESTMENTS ARE DIRECTED TOWARD PROGRAMS DELIVERED BY PARTNER NONPROFITS WITH PROVEN EFFECTIVENESS IN CREATING MEASURABLE AND SUSTAINABLE CONTRIBUTIONS TO THE COMMUNITY. 12337503 6299885 8392 UNITED WAY HELPS PEOPLE VOLUNTEER IN A NUMBER OF WAYS, SUCH AS LENDING THEIR PROFESSIONAL EXPERTISE, ADVOCATING ON BEHALF OF ISSUES, AND DONATING HOUSEHOLD AND OFFICE ITEMS. UNITED WAY PROVIDES SUPPORT AND EXPERTISE THROUGH FIVE LOCAL OFFICES TO HELP COMMUNITIES SOLVE PROBLEMS. THROUGH TECHNICAL ASSISTANCE AND GIFTS IN KIND ATLANTA, UNITED WAY HELPS NONPROFIT ORGANIZATIONS OPERATE MORE EFFECTIVELY AND EFFICIENTLY. WE WORK WITH STAKEHOLDERS IN COMMUNITIES ACROSS OUR SERVICE AREA TO COLLECTIVELY ADDRESS AND IMPLEMENT STRATEGIES TO ENSURE THAT ALL PEOPLE IN OUR REGION CAN THRIVE.UNITED WAY OF GREATER ATLANTA'S 2-1-1 CONTACT CENTER IS A FULL-SERVICE CONTACT CENTER THAT CONNECTS PEOPLE TO THE ASSISTANCE THEY NEED TO ADDRESS EVERYDAY CHALLENGES OF LIVING, AS WELL AS THOSE THAT DEVELOP DURING TIMES OF COMMUNITY EMERGENCIES. ANSWERING OVER 89,000 LIVE CONTACTS THROUGH TELEPHONE, TEXT, LIVE CHAT, EMAIL, AND POSTAL SEARCHES AS WELL AS OVER 395,000 DIGITAL CONTACTS THROUGH TEXT ON DEMAND, MOBILE APP, CHATBOT AND WEB SEARCHES, 2-1-1 HELPS MANY THROUGHOUT THE COMMUNITY. THE COMMUNITY CAN VISIT OUR WEBSITE TO SEARCH THE 211 DATABASE FOR THEMSELVES. 53263901 47097241 1867521 UNITED WAY HAS ADOPTED, IN PARTNERSHIP WITH DOZENS OF COMMUNITY PARTNERS, A "YARDSTICK" FOR CHILD WELLBEING A SET OF 16 MEASURES THAT ALLOW US TO ASSESS HOW WELL CHILDREN AND FAMILIES ARE DOING BY ZIP CODE ACROSS 13 COUNTIES. UNITED WAY'S PROGRAMS ARE DESIGNED TO MOVE THE NEEDLE ON THESE CRITICAL MEASURES. ITS FOCUSES ARE ON CREATING STRONG FOUNDATIONS FOR CHILDREN TO GROW, THEREBY PROVIDING OPPORTUNITIES FOR SUCCESS DESPITE ADVERSE CONDITIONS, AS WELL AS NURTURING COMMUNITIES THAT NEED WRAPAROUND SUPPORT. FOR EVERY MEASURE OF CHILD WELLBEING, THERE IS A MULTITUDE OF FACTORS THAT CAN ADVERSELY INFLUENCE OUTCOMES AND A SERIES OF ACTIONS WE CAN TAKE THAT CAN CHANGE THESE OUTCOMES FOR THE BETTER. WHEN WE CONSIDER ALL POTENTIAL SOLUTIONS THAT HELP US MOVE THE NEEDLE EVIDENCE BASED STRATEGIES, INNOVATIVE PROGRAMS, POLICIES, VOLUNTEERISM, AMONG OTHERS. 5535334 4397961 UNITED WAY PROVIDES SUPPORT AND SERVICES TO COMMUNITY GROUPS AND PUBLIC AGENCIES IN ATLANTA THROUGH THE USE OF THE LOUDERMILK CONFERENCE CENTER. THE LOUDERMILK CONFERENCE CENTER EXEMPLIFIES UNITED WAY'S COMMITMENT TO THE CITY BY SERVING AS THE PREMIER MEETING PLACE FORMETRO ATLANTA NONPROFIT ORGANIZATIONS, CIVIC GROUPS AND THE BUSINESS COMMUNITY. UNITED WAY ALSO LEASES THE WOODRUFF VOLUNTEER CENTER TO NON-PROFITS AND OTHER BUSINESSES. ADDITIONALLY, UNITED WAY EARNS REVENUE ON FEE FOR SERVICE ARRANGEMENTS. 5535334 4397961 73371273 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 49 0 1 200 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 34 34 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 GA X X KRISTEN L MCCOLLUM 4045277200 40 COURTLAND STREET ATLANTA GA 30303 PETER CARTER BOARD CHAIR 0.50 0.00 X 0 0 0 RAPHAEL BOSTIC IMMEDIATE PAST PRESIDENT/ GOVERNANCE CHAIR 0.50 0.00 X 0 0 0 RICARDO DE GENOVA COMMUNITY INVESTMENT CHAIR 0.50 0.00 X 0 0 0 JAMIE KLINNERT FINANCE & PROPERTY EXECUTIVE CHAIR 0.50 0.00 X 0 0 0 FELICIA MCDADE DEVELOPMENT COMMITTEE CHAIR 0.50 0.00 X 0 0 0 TUCKER MCNEIL MARKETING & COMMUNICATIONS CHAIR 0.50 0.00 X 0 0 0 BELISA URBINA AGENCY LIAISON 0.50 0.00 X 0 0 0 SCOTT ASHER AT LARGE (FULTON) 0.50 0.00 X 0 0 0 KAMAU BOBB AT LARGE 0.50 0.00 X 0 0 0 THOMAS TOM BREMS AT LARGE 0.50 0.00 X 0 0 0 MARANIE BROWN AT LARGE 0.50 0.00 X 0 0 0 ANN BURRIS AT LARGE 0.50 0.00 X 0 0 0 NEON CHAPMAN AT LARGE 0.50 0.00 X 0 0 0 SARAH CLAMP AT LARGE 0.50 0.00 X 0 0 0 CHRISTI SCHENZEL CLARK AT LARGE 0.50 0.00 X 0 0 0 JESSICA CORLEY AT LARGE 0.50 0.00 X 0 0 0 JENNIFER DAWSON AT LARGE 0.50 0.00 X 0 0 0 ANGELA DOTSON AT LARGE 0.50 0.00 X 0 0 0 TIFFANY GILBERT AT LARGE 0.50 0.00 X 0 0 0 MARGARET GRAFF AT LARGE 0.50 0.00 X 0 0 0 JACQUELINE GRAY AT LARGE 0.50 0.00 X 0 0 0 KATE KOPLAN MD AT LARGE 0.50 0.00 X 0 0 0 GREGORY MCCLENDON AT LARGE 0.50 0.00 X 0 0 0 JEFFREY JEFF PLACE AT LARGE (COBB) 0.50 0.00 X 0 0 0 CONDACE PRESSLEY AT LARGE 0.50 0.00 X 0 0 0 ELIZABETH DALIA RACINE AT LARGE 0.50 0.00 X 0 0 0 JAMES RICHARDSON MD AT LARGE 0.50 0.00 X 0 0 0 BRIAN SAPPINGTON AT LARGE 0.50 0.00 X 0 0 0 LYNN STANER AT LARGE 0.50 0.00 X 0 0 0 SCOTT STEARSMAN AT LARGE 0.50 0.00 X 0 0 0 TRACY TECHAU AT LARGE 0.50 0.00 X 0 0 0 KATHY WALLER AT LARGE 0.50 0.00 X 0 0 0 WILL WILLIAMS AT LARGE 0.50 0.00 X 0 0 0 JANELLE WILLIAMS AT LARGE 0.50 0.00 X 0 0 0 MILTON LITTLE JR CEO 40.00 0.00 X 530718 0 104967 TIM PAKENHAM COO 40.00 0.00 X 413634 0 21100 KRISTEN MCCOLLUM CFO & CPO 40.00 0.00 X 256257 0 84764 CLAIRE BURKE CONTROLLER 40.00 0.00 X 160149 0 44488 CHAD DILLARD CHIEF DEVELOPMENT OFFICER 40.00 0.00 X 240368 0 36453 ELIZABETH WARD CHIEF MARKETING OFFICER 40.00 0.00 X 286729 0 15471 KATRINA MITCHELL CHIEF COMMUNITY IMPACT OFFICER 40.00 0.00 X 211027 0 67050 NATALIE EVANS CHIEF DATA OFFICER 40.00 0.00 X 198669 0 46069 PROTIO BISWAS SENIOR VP, ECONOMIC STABILITY 40.00 0.00 X 163425 0 59949 LAUREN BROOKS SENIOR VP, REVENUE 40.00 0.00 X 163198 0 26729 MONICA J SCARBROUGH VICE PRESIDENT OF DEVELOPMENT 40.00 0.00 X 162885 0 10071 ORINZAL WILLIAMS VICE PRESIDENT OF INFORMATION TECHNOLOGY 40.00 0.00 X 140189 0 53278 ALVIN GLYMPH VICE PRESIDENT-STRATEGIC IMPACT 40.00 0.00 X 135360 0 34292 DENNIS LONG ASSISTANT VP OF DEVELOPMENT, OUTSIDE 40.00 0.00 X 137439 0 32718 3200047 0 637399 32 0 1 0 ACCENTURE LLP 500 W MADISON STREET CHICAGO IL 606612592 CONSULTING 2563079 THE BRIDGESPAN GROUP INC 2 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291838 22577 22577 73527 73527 8214277 3444512 91064 4678701 422896 8469 12500 401927 1983784 462927 997590 523267 2681401 2105717 286000 289684 22853 14937 879 7037 346119 180871 61065 104183 -47068 4444 -51512 599457 239783 359674 1162869 918772 244097 COST OF FOOD 550116 550116 1287748 739297 272486 275965 92973768 73371273 6873355 12729140 34266237 26988795 21229142 19006617 14976717 11809385 1031706 4149265 189904 288385 34872996 27924618 7751799 6948378 37664066 37695635 1734289 2136722 118843860 109023182 10998324 9622834 649877 480372 230850 377764 8436508 7349558 20315559 17830528 X 48788444 51408654 49739857 39784000 98528301 91192654 118843860 109023182 X -9813405 961943 1515815 X 0 1 X 1 1 1 X 119342396 124172021 147366210 97646951 71718300 560245878 119342396 124172021 147366210 97646951 71718300 560245878 106671525 453574353 844564 371991 465045 1059775 1833309 4574684 137087 137087 564957649 24203307 0.80280 0.81720 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2023 AMOUNT: $ 137,087. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 22577 22577 92877770 92900347 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 86282 92070 57434 22577 258363 250000 250000 250000 250000 1000000 1500000 5750 5250 11000 SCHEDULE C PART IV AS AN IRS 501(C)(3) PUBLIC CHARITY, UNITED WAY OF GREATER ATLANTA IS AUTHORIZED TO ENGAGE IN A LIMITED DEGREE OF LOBBYING ON NONPARTISAN ISSUES THAT AFFECT OUR MISSION AND THOSE WE SERVE. UNITED WAY OF GREATER ATLANTA HAS ELECTED TO REPORT ITS LOBBYING ACTIVITY ON THE BASIS OF EXPENDITURES AND IRS RULES ALLOW IT TO SPEND UP TO $250,000 IN GRASSROOTS LOBBYING AND $750,000 IN DIRECT LOBBYING. UNITED WAY OF GREATER ATLANTA AND OTHER UNITED WAY AFFILIATES THROUGHOUT THE NATION HAVE EMBARKED IN PUBLIC POLICY ENGAGEMENT AS THE RESULT OF UNITED WAY WORLDWIDE SYSTEM STANDARDS ADOPTED IN 2005. LOCALLY, A PUBLIC POLICY COMMITTEE ANNUALLY RECOMMENDS A POLICY AGENDA FOR ADOPTION BY THE BOARD OF DIRECTORS. STAFF AND VOLUNTEERS ENGAGE IN ADVOCACY AND LOBBYING. 5965000 801000 264000 6502000 5267000 339000 528000 169000 5965000 5846000 271000 -686000 164000 5267000 4648000 1342000 144000 5846000 4671000 142000 165000 4648000 0.00000 1.00000 0.00000 1 0 4390429 4390429 25998285 24240613 1757672 4484282 3684005 800277 6948378 DONOR DESIGNATED ALLOCATIONS PAYABLE 7349558 7349558 X 73180000 961943 961943 72218057 73527 10868779 10942306 83160363 86901462 450221 450221 86451241 73527 6449000 6522527 92973768 PART V, LINE 4: THE INTENDED USE OF UNITED WAY OF GREATER ATLANTA'S ENDOWMENT FUND IS FOR DIRECT PUBLIC SUPPORT OF UNITED WAY'S MISSION. THE PERCENTAGE REPORTED FOR PERMANENT ENDOWMENTS INCLUDES AMOUNTS THAT MUST BE MAINTAINED IN PERPETUITY AS WELL AS ACCUMULATED EARNINGS ON SUCH AMOUNTS THAT HAVE NOT YET BEEN APPROPRIATED FOR EXPENDITURE. PART X, LINE 2: UNITED WAY IS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986 ("IRC"), AS AMENDED, AND THEREFORE NO PROVISION FOR INCOME TAXES HAS BEEN MADE IN THE ACCOMPANYING FINANCIAL STATEMENTS. UNITED WAY HAS EVALUATED THE EFFECT OF GAAP GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES AND BELIEVES IT CONTINUES TO SATISFY THE REQUIREMENTS OF TAX-EXEMPT ORGANIZATIONS AND THEREFORE HAD NO UNCERTAIN INCOME TAX POSITIONS AT JUNE 30, 2024. PART XI, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATED AMOUNTS 6,449,000. NONOPERATING INVESTMENT RETURN 4,870,000. DIRECT FUNDRAISING EVENT EXPENSES -450,221. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EVENT EXPENSES 450,221. PART XII, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATED AMOUNTS 6,449,000. 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63500 0 GENERAL SUPPORT VILLAGE MICRO FUND 1679 OLYMPIAN WAY SW ATLANTA GA 30310 471748802 501C3 50000 0 GENERAL SUPPORT VISION TUTORING EDUCATIONAL FOUNDATION INC PO BOX 43702 ATLANTA GA 30336 900635017 501C3 11941 0 GENERAL SUPPORT VOICES FOR GEORGIA'S CHILDREN 75 MARIETTA ST ATLANTA GA 30303 020678823 501C3 150000 0 GENERAL SUPPORT WE MOVE TUTORING GROUP 5020 ADDISON TRAIL STATESBORO GA 30458 834511421 501C3 15000 0 GENERAL SUPPORT WELLSTAR FOUNDATION 805 SANDY PLAINS RD SUITE 100 MARIETTA GA 30066 581627413 501C3 927000 0 GENERAL SUPPORT WHITEFOORD COMMUNITY PROGRAM 1353 GEORGE W BRUMLEY WAY SE ATLANTA GA 30317 582180056 501C3 37500 0 GENERAL SUPPORT WINGS FOR KIDS 1465 NORTHSIDE DRIVE NW ATLANTA GA 30318 571055054 501C3 75000 0 GENERAL SUPPORT YELLS INC 1156 PIEDMONT AVENUE ATLANTA GA 30309 270900525 501C3 74715 0 GENERAL SUPPORT YMCA OF METROPOLITAN ATLANTA 569 MARTIN LUTHER KING JR DR NW ATLANTA GA 30314 580566253 501C3 751500 0 GENERAL SUPPORT YMCA OF METROPOLITAN CHATTANOOGA 301 W 6TH STREET CHATTANOOGA TN 37402 620475699 501C3 25000 0 GENERAL SUPPORT YOUTH EMPOWERMENT SUCCESS SERVICES 255 N MAIN STREET JONESBORO GA 30237 810689148 501C3 110000 0 GENERAL SUPPORT YOUTH IMPACT CENTER INC PO BOX 587 LAKELAND GA 31635 824019263 501C3 75000 0 GENERAL SUPPORT YOUTHSERV360 INC 4295 HENDRIX DR FOREST PARK GA 30297 263784096 501C3 25000 0 GENERAL SUPPORT ZABAN PARADIES CENTER 1605 PEACHTREE STREET NE ATLANTA GA 30309 270728201 501C3 75799 0 GENERAL SUPPORT ZAMI NOBLA NATIONAL ORGANIZATION OF BLACK LESBIANS ON AGING PO BOX 90986 ATLANTA GA 30364 132947657 501C3 7500 0 GENERAL SUPPORT ZION HILL COMMUNITY DEVELOPMENT 2741 BAYARD STREET EAST POINT GA 30344 810590367 501C3 43500 0 GENERAL SUPPORT 269 0 HOUSING ASSISTANCE 600 352820 HOUSING ASSISTANCE PART I, LINE 2: UNITED WAY OF GREATER ATLANTA DISTRIBUTES PROGRAMMATIC FUNDS THROUGH THE CHILD WELL-BEING IMPACT FUND, GOVERNMENT GRANTS, AND SPECIFIC SHORT-TERM GOAL ORIENTED PHILANTHROPHIC GRANTS. TO MONITOR THE CHILD WELL-BEING IMPACT FUND, NON-PROFITS ("GRANTEES") MUST ADHERE TO UNITED WAY MINIMUM REPORTING REQUIREMENTS AT MID POINT AND 30- 60 DAYS AFTER THE END OF THE GRANT TERM. THE REPORTS COVER DEMOGRAPHIC AND OUTCOME DATA TO DEMONSTRATE THE LEVEL OF IMPACT MADE BY THE UNITED WAY INVESTMENT. PROGRAM REPORTING IS SUBMITTED VIA THE UNITED WAY ONLINE DATABASE SYSTEM WHICH CAPTURES DATA ACROSS ALL PROGRAMS. STAFF ANALYZES THE INFORMATION SUBMITTED BY GRANTEES AND SHARES THEIR ANALYSIS AND INSIGHTS OUR BOARD LEVEL COMMITTEE ON PROGRESS/CHALLENGES. AGENCIES ALSO ARE REQUIRED TO SUBMIT FINANCIAL DOCUMENTS BASED ON THE ORGANIZATION BUDGET TO ASSESS THE ORGANIZATION'S FISCAL STABILITY. UWGA WEB-BASED GRNT MANAGEMENT SYSTEM HAS AN INTERFACE WITH CANDID'S GUIDESTAR CHARITY CHECK TO VALIDATE COMPLIANCE. FOR SHORT-TERM GRANTS AND GOVERNMENT GRANTS ADMINISTERED BY UNITED WAY THERE IS A SIMILAR PROCESS OF REPORTING, ALTHOUGH THE FREQUENCY MAY VARY. X 1 1 X X X X X X 1 0 0 0 0 0 0 1 0 MILTON LITTLE JR CEO 445452 0 35000 0 50266 0 84382 0 20585 0 635685 0 0 0 TIM PAKENHAM COO 371690 0 0 0 41944 0 19800 0 1300 0 434734 0 0 0 KRISTEN MCCOLLUM CFO & CPO 238965 0 0 0 17292 0 51589 0 33175 0 341021 0 0 0 ELIZABETH WARD CHIEF MARKETING OFFICER 213191 0 1005 0 72533 0 9115 0 6356 0 302200 0 0 0 KATRINA MITCHELL CHIEF COMMUNITY IMPACT OFFICER 181946 0 0 0 29081 0 33164 0 33886 0 278077 0 0 0 CHAD DILLARD CHIEF DEVELOPMENT OFFICER 217258 0 0 0 23110 0 14788 0 21665 0 276821 0 0 0 NATALIE EVANS CHIEF DATA OFFICER 193027 0 0 0 5642 0 20525 0 25544 0 244738 0 0 0 PROTIO BISWAS SENIOR VP, ECONOMIC STABILITY 126186 0 0 0 37239 0 34005 0 25944 0 223374 0 0 0 CLAIRE BURKE CONTROLLER 143360 0 0 0 16789 0 19056 0 25432 0 204637 0 0 0 ORINZAL WILLIAMS VICE PRESIDENT OF INFORMATION TECHNO 109899 0 655 0 29635 0 31670 0 21608 0 193467 0 0 0 LAUREN BROOKS SENIOR VP, REVENUE 157943 0 0 0 5255 0 8987 0 17742 0 189927 0 0 0 MONICA J SCARBROUGH VICE PRESIDENT OF DEVELOPMENT 140324 0 0 0 22561 0 9656 0 415 0 172956 0 0 0 DENNIS LONG ASSISTANT VP OF DEVELOPMENT, OUTSIDE 121976 0 0 0 15463 0 23013 0 9705 0 170157 0 0 0 ALVIN GLYMPH VICE PRESIDENT-STRATEGIC IMPACT 117836 0 0 0 17524 0 8157 0 26135 0 169652 0 0 0 PART I, LINE 1A SOCIAL CLUB DUES ARE PAID TO ENABLE EXECUTIVES TO HOLD AND ATTEND BUSINESS MEETINGS AT THE CLUB. THIS IS NOT TREATED AS A TAXABLE BENEFIT SINCE IT IS FOR BUSINESS PURPOSES ONLY. PART I, LINE 4A ELIZABETH WARD RECEIVED $36,923.08 IN SEVERANCE FOR CALENDAR YEAR 2023 FOR THE PERIOD OF 11/6/23-12/29/23. THE TERMS AND CONDITIONS WERE CONSISTENT WITH INDUSTRY STANDARDS. PART I, LINE 7 A PERFORMANCE BONUS IS AVAILABLE TO THE CEO BASED ON THE ORGANIZATION'S PERFORMANCE IN THE AREAS OF REVENUE, REPUTATION, AND RESULTS. THE BONUS IS APPROVED BY THE COMPENSATION COMMITTEE AND CAN BE UP TO 10% OF THE CEO'S ANNUAL SALARY. X TOYS 795440 6299885 FAIR MARKET VALUE 0 0 1 0 PART I, COLUMN (B): THE NUMBER IN COLUMN (B) REPRESENTS THE NUMBER OF ITEMS CONTRIBUTED. FORM 990, PART VI, SECTION B, LINE 11B MANAGEMENT REVIEWS THE FORM 990 BEFORE IT IS MADE AVAILABLE TO THE BOARD OF DIRECTORS VIA EMAIL. BOARD MEMBERS ARE ENCOURAGED TO REVIEW THE DOCUMENT SO AS TO BECOME FAMILIAR WITH THE INFORMATION AND HAVE OPPORTUNITY FOR INPUT AS DESIRED. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF DIRECTORS OF UNITED WAY OF GREATER ATLANTA AND THE CEO, COO, AND VICE PRESIDENTS ALL ARE GIVEN A COPY OF THE CONFLICT OF INTEREST POLICY ANNUALLY AND THEY ARE REQUIRED TO SIGN THE POLICY AND RETURN IT TO UNITED WAY OF GREATER ATLANTA. IN THE EVENT OF A CONFLICT, THAT PERSON WILL EXCUSE HIM OR HERSELF FROM THE DISCUSSIONS AND POTENTIAL VOTING. FORM 990, PART VI, SECTION B, LINE 15 UNITED WAY HIRES AN OUTSIDE CONSULTANT TO PERFORM A COMPENSATION AUDIT EVERY TWO YEARS. THE CONSULTANT PERFORMS THE FOLLOWING RESEARCH IN TERMS OF THE CEO'S SALARY: IN REVIEWING THE CEO'S SALARY WE WILL BE COMPARING THE CEO POSITION OF THE UNITED WAY OF GREATER ATLANTA WITH COMPARABLE POSITIONS AT OTHER NON-PROFIT ENTITIES. IN CONDUCTING THIS ANALYSIS, CONSIDERATIONS AT OTHER NON-PROFIT ENTITIES. IN CONDUCTING THIS ANALYSIS, CONSIDERATIONS ARE MADE TO DETERMINE APPROPRIATE EXTERNAL COMPARISONS BASED ON DUTIES, RESPONSIBILITIES, AND FUNCTIONS OF THE POSITION ALONG WITH GEOGRAPHIC CONSIDERATIONS AS MAY BE APPROPRIATE. THE SOURCES USED WILL BE ESTABLISHED AND RESPECTED COMPENSATION SURVEYS COMPILED FROM PARTICIPATING NON-PROFIT ENTITIES OF SIMILAR SIZE AND COMPLEXITY. IN DETERMINING COMPARABLE ENTITIES BOTH THE MISSION, OPERATING BUDGET, REVENUE/CONTRIBUTIONS GENERATED, AND EMPLOYEE COUNTS OF THE ORGANIZATION ARE TAKEN INTO CONSIDERATION. AS A UNITED WAY OF GREATER ATLANTA, INC 58-0566194 SECOND POINT OF COMPARISON, WE WILL CONDUCT AN IRS FORM 990 ANALYSIS. NON-PROFIT ENTITIES OF SIMILAR MISSION AND REVENUE SIZE WILL BE INCLUDED IN THE ANALYSIS. THESE TWO COMPARISON APPROACHES ARE USED IN MAKING THE FINAL OVERALL DETERMINATION FOR THE CEO POSITION. OTHER EMPLOYEE'S COMPENSATION IS ALSO BENCHMARKED BASED ON THE COMPENSATION AUDIT PERFORMED EVERY TWO YEARS. OTHER EMPLOYEE'S COMPENSATION IS COMPARED TO OTHER NON-PROFITS AND FOR PROFIT COMPANIES THROUGH AN INDEPENDENT COMPENSATION STUDY. IN CONDUCTING THIS ANALYSIS, CONSIDERATIONS ARE MADE TO DETERMINE APPROPRIATE EXTERNAL COMPARISONS BASED ON DUTIES, RESPONSIBILITIES, AND FUNCTIONS OF EACH POSITION. FORM 990, PART VI, SECTION C, LINE 19 UNITED WAY OF GREATER ATLANTA MAKES ITS ANNUAL AUDITED FINANCIAL STATEMENTS, ANNUAL REPORT AND FORM 990 AVAILABLE TO THE PUBLIC THROUGH THE EXTERNAL WEBSITE: WWW.UNITEDWAYATLANTA.ORG. THE ORGANIZATION'S BY-LAWS, CHARTER, AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC WHEN REQUESTED. FORM 990, PART XI, LINE 9: CHANGE IN LIABILITY FOR PENSION BENEFIT 1,515,815. 247 GATEWAY CENTER 275 PRYOR STREET SW ATLANTA GA 30303 261193832 SHELTER AND SUPPORT FOR HOMELESS INDIVIDUALS AND FAMILIES GA 501(C)(3) LINE 12A, I UNITED WAY OF GREATER ATLANTA 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0