2025-05-15T16:05:59-05:00 2024-06-30 390859910 BAKER TILLY ADVISORY GROUP LP 100 RIVERVIEW DRIVE SAVANNAH GA 31404 990 2023-07-01 580623603 UNITED WAY OF THE COASTAL EMPIRE UNIT 9126517700 428 BULL STREET SAVANNAH GA 31401 KATIE WILLOUGHBY CFO/HF/IT 9126517700 2025-05-14 1 0 SUSAN G CORDERMAN CLIFFORD P00647789 9122348243 2025-05-14 2023 2025-03-06 01:10:19Z KATIE WILLOUGHBY 428 BULL STREET SAVANNAH GA 31401 8762403 0 X WW.UWCE.ORG/ X 1950 GA UNITED WAY OF THE COASTAL EMPIRE'S MISSION IS TO IMPROVE LIVES BY MOBILIZING THE CARING POWER OF THE COMMUNITY. WE DO THAT BY RAISING FUNDS TO SUPPORT NONPROFIT PARTNERS AND PROVIDING DIRECT ASSISTANCE TO PEOPLE THROUGH THE 211 CALL CENTER AND COUNTY SERVICE CENTERS. UWCE ALSO CONNECTS VOLUNTEERS TO CAUSES THAT STRENGTHEN OUR COMMUNITY THROUGH UNITED WAY VOLUNTEERS. 51 50 40 4976 0 0 8354005 8510346 155519 197904 4503 14953 28000 39200 8542027 8762403 4316145 4839682 0 0 2311933 2559787 0 0 1266034 2226473 2110184 8854551 9509653 -312524 -747250 25472208 24451208 711430 892004 24760778 23559204 X UNITED WAY OF THE COASTAL EMPIRE'S MISSION IS TO IMPROVE LIVES BY MOBILIZING THE CARING POWER OF THE COMMUNITY. WE DO THAT BY RAISING FUNDS TO SUPPORT NONPROFIT PARTNERS AND PROVIDING DIRECT ASSISTANCE TO PEOPLE THROUGH THE 211 CALL CENTER AND COUNTY SERVICE CENTERS. UWCE ALSO CONNECTS VOLUNTEERS TO CAUSES THAT STRENGTHEN OUR COMMUNITY THROUGH UNITED WAY VOLUNTEERS. 0 0 6159911 4839682 STRATEGIC INVESTMENTS OF $3,527,405 WERE MADE THROUGH AN EXTENSIVE COMMUNITY, VOLUNTEER-DRIVEN EVALUATION PROCESS. THESE FUNDS SUPPORTED 82 CRITICAL HUMAN SERVICES PROGRAMS ACROSS 53 LOCAL NONPROFIT ORGANIZATIONS, PROVIDING A SAFETY-NET FOR THE MOST VULNERABLE AND PATHWAYS FOR UPWARD MOBILITY, ENSURING EVERYONE CAN THRIVE. THE TEAM HAS ALSO COMPLETED THREE BIPOC (BLACK, INDIGENOUS, PEOPLE OF COLOR) NONPROFIT LEADERSHIP SYMPOSIUMS AND GRADUATED MORE THAN 55 NONPROFIT LEADERS. 780458 DIRECT SERVICES, PROVIDED THROUGH OUR 211 INFORMATION AND REFERRAL SERVICE AND COUNTY SERVICE CENTERS, ANSWERED MORE THAN 12,500 CALLS FOR HELP AND COORDINATED THE DISTRIBUTION OF MANAGED FUNDS INCLUDING THE CITY OF SAVANNAH'S RENTAL AND SECURITY DEPOSIT ASSISTANCE PROGRAM. THE TEAM DISTRIBUTED MORE THAN $650,000 OF ASSISTANCE SINCE THE PROGRAM'S INCEPTION TO 404 FAMILIES, A 47% INCREASE OVER THE CITY'S ORIGINAL GOAL FOR NUMBER OF FAMILIES SERVED. OTHER NOTABLE ASSISTANCE INCLUDES, BUT IS NOT LIMITED TO, THE PUBLIX FUND WITH MORE THAN $20,000 IN ASSISTANCE TO EMPLOYED INDIVIDUALS EXPERIENCING HARDSHIP, APPROXIMATELY $47,000 TO SUPPORT UNMET, SPECIALIZED NEEDS IN THE REGION, AND $43,000 TO BREAK DOWN TRANSPORTATION BARRIERS THROUGH THE WOMEN UNITED TRANSPORTATION FUND. 6940369 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 19 0 40 1 0 0 0 0 0 0 0 0 0 0 X 51 50 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 GA X X X KATIE WILLOUGHBY 9126517711 428 BULL STREET SAVANNAH GA 31401 KIMBERLY BALLARD-WASHINGTON DIRECTOR 5.00 X 0 0 0 MARK BENNETT DIRECTOR 5.00 X 0 0 0 RYAN CHANDLER DIRECTOR 2.00 X 0 0 0 TERRY ENOCH DIRECTOR 2.00 X 0 0 0 SARAH JONES DIRECTOR 5.00 X 0 0 0 MICHAEL KAIGLER DIRECTOR 5.00 X 0 0 0 BOB KLAUSMEIER DIRECTOR 5.00 X 0 0 0 JEFF OCONNOR DIRECTOR 5.00 X 0 0 0 KEN RABITSCH BOARD CHAIR 5.00 X X 0 0 0 CINDY ROBINETT DIRECTOR 5.00 X 0 0 0 CECILIA RUSSO TURNER DIRECTOR 5.00 X 0 0 0 RYAN SEWELL DIRECTOR 5.00 X 0 0 0 LARRY SILBERMANN DIRECTOR 2.00 X 0 0 0 MARK SPROSTY TREASURER 5.00 X X 0 0 0 JOSEPH TALLENT DIRECTOR 1.00 X 0 0 0 JAY WILSON DIRECTOR 5.00 X 0 0 0 TAFFANYE YOUNG DIRECTOR 2.00 X 0 0 0 DAVID BURKOFF DIRECTOR 1.00 X 0 0 0 LISA COLBERT DIRECTOR 1.00 X 0 0 0 STEPHANIE CUTTER DIRECTOR 1.00 X 0 0 0 JENNIFER DAVENPORT DIRECTOR 1.00 X 0 0 0 MARSHA B FOGARTY DIRECTOR 1.00 X 0 0 0 YANCY FORD DIRECTOR 1.00 X 0 0 0 CATHERINE GRANT DIRECTOR 1.00 X 0 0 0 SUSAN HANCOCK DIRECTOR 1.00 X 0 0 0 BEN HART DIRECTOR 1.00 X 0 0 0 DAVID HART DIRECTOR 1.00 X 0 0 0 TONIA HOWARD-HALL DIRECTOR 1.00 X 0 0 0 BILL KELSO DIRECTOR 1.00 X 0 0 0 SAM MCCACHERN DIRECTOR 1.00 X 0 0 0 RYAN PRICE DIRECTOR 1.00 X 0 0 0 LISETTE RICELLI DIRECTOR 1.00 X 0 0 0 PRITPAL SINGH DIRECTOR 1.00 X 0 0 0 CHRIS STACY DIRECTOR 1.00 X 0 0 0 RICKY TEMPLE DIRECTOR 1.00 X 0 0 0 MIKE TOMA DIRECTOR 1.00 X 0 0 0 JULIA TYRE DIRECTOR 1.00 X 0 0 0 JORDAN URBAN DIRECTOR 1.00 X 0 0 0 PATRICK WALL DIRECTOR 1.00 X 0 0 0 CHANCE WARD DIRECTOR 1.00 X 0 0 0 DEREK WHITE DIRECTOR 1.00 X 0 0 0 AARON WILBORN DIRECTOR 1.00 X 0 0 0 LINDA WILDER-BRYAN DIRECTOR 1.00 X 0 0 0 KATHLEEN ANDERSON DIRECTOR 1.00 X 0 0 0 SOMI BENSON-JAJA DIRECTOR 1.00 X 0 0 0 LENNY GUNTHER DIRECTOR 1.00 X 0 0 0 LAMEISHA HUNTER-KELLY DIRECTOR 1.00 X 0 0 0 PATTI LYONS DIRECTOR 1.00 X 0 0 0 QUENTIN MARLIN DIRECTOR 1.00 X 0 0 0 JAMIE MCCURRY DIRECTOR 1.00 X 0 0 0 TARA NOBLES DIRECTOR 1.00 X 0 0 0 CHRIS SMITH DIRECTOR 1.00 X 0 0 0 ANSLEY THRELKELD DIRECTOR 1.00 X 0 0 0 BRYNN GRANT PRESIDENT & CEO 40.00 X 186087 0 27224 MANDY PARSONS CFO/HR/IT 40.00 X 109147 0 11411 295234 0 38635 2 0 1 0 0 255837 814474 175029 7265006 286690 8510346 RENTAL 531110 122231 122231 ADMIN 561000 75673 75673 197904 14953 14953 39200 255837 0 39200 39200 8762403 197904 0 54153 4839682 4839682 300769 113308 101115 86346 1765663 883058 430916 451689 346522 195451 45078 105993 146833 77633 31664 37536 346161 24334 200576 121251 12248 12043 205 294103 324 210 293569 125833 15701 59993 50139 92680 22985 33868 35827 257113 89623 152809 14681 25651 5208 18396 2047 18135 7993 643 9499 78693 78693 147632 51461 87741 8430 7586 652 6934 DIRECT SERVICE EXPENSES 365195 360282 4913 0 SPECIAL EVENTS 312708 252405 14270 46033 SPECIAL PROJECTS 15000 0 15000 0 STAFF REPLACEMENT 11446 269 8388 2789 9509653 6940369 1303250 1266034 394112 234811 841958 241959 2056877 2324001 53915 71235 99909 108405 4336880 2899494 1560706 1437386 20333699 19883420 131032 149991 25472208 24451208 121602 147093 452057 126742 20155 137771 598014 711430 892004 X 4347852 2965875 20412926 20593329 24760778 23559204 25472208 24451208 -747250 -454324 0 X 0 1 X 0 0 X 9341941 8024015 8614938 8382005 8836236 43199135 9341941 8024015 8614938 8382005 8836236 43199135 43199135 16119 125992 128601 117517 137184 525413 81862 408039 417544 42505 75673 1025623 44750171 0.96530 0.96860 X 0 1 X 15114429 15114429 15114429 15114429 15114429 15114429 15000000 114429 15114429 15000000 15000000 1.00000 1 0 190000 190000 1208938 818620 390318 2185556 1451694 733862 641286 600739 40547 111100 28441 82659 1437386 6995802 -454324 -1312277 -1766601 8762403 0 8762403 8197376 -1312277 -1312277 9509653 0 9509653 PART IV, LINE 2B: LANDINGS MILITARY FAMILY RELIEF FUND: UWCE MANAGES THE FUND BUT REPORTS EXPENDITURES AND BALANCES TO THE LANDINGS BOARD. THE LANDINGS BOARD APPROVES LARGE EXPENDITURES AND MAY DIRECT SPENDING OF THE FUND. SEDA WORKFORCE INITIATIVE FUND: UWCE MANAGES THE FUND BUT SPENDING MUST BE APPROVED BY COMMITTEE, WHICH IS A COLLABORATION OF MEMBERS FROM SEVERAL ORGANIZATIONS. LADY BAMFORD FUND: UWCE MANAGES THE FUND BUT ALL SPENDING REQUESTS AND APPROVALS MUST BE FROM THE OWNER OF THE FUND, WHICH IS JCB. PART V, LINE 4: THE INCOME FROM THE $15,000,000 ENDOWMENT IS USED TO DEFRAY THE ADMINISTRATIVE COSTS OF THE ORGANIZATION. THE INCOME FROM THE $114,429 ENDOWMENT IS TO BE USED FOR CAPITAL IMPROVEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: DONOR DESIGNATED AMOUNTS -1,312,277. PART XII, LINE 2D - OTHER ADJUSTMENTS: DONOR DESIGNATED AMOUNTS -1,312,277. WOMEN WHO RULE 295037 255837 39200 295037 255837 39200 39200 1 COMMUNITY FUND ALLOCATION 3527405 0 COMMUNITY DEVELOPMENT DESIGNATED FUNDS 1312277 0 COMMUNITY DEVELOPMENT X 0 0 0 0 0 0 0 0 0 BRYNN GRANT PRESIDENT & CEO 186087 0 0 0 0 0 0 0 27224 0 213311 0 0 0 MANDY PARSONS CFO/HR/IT 109147 0 0 0 0 0 0 0 11411 0 120558 0 0 0 X ADVERTISING 1 286690 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED AND APPROVED BY OUR CEO, CFO AND FINANCE COMMITTEE. IT IS THEN PRESENTED TO OUR BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS REQUIRED TO BE SIGNED BY ALL STAFF MEMBERS AND THE BOARD OF DIRECTORS ANNUALLY. WORDING OF THE POLICY: THE STANDARD BEHAVIOR AT THE UNITED WAY OF THE COASTAL EMPIRE IS THAT ALL STAFF, VOLUNTEERS, AND BOARD MEMBERS SCRUPULOUSLY AVOID CONFLICTS OF INTEREST BETWEEN THE INTERESTS OF THE UNITED WAY ON ONE HAND, AND PERSON, PROFESSIONAL, AND BUSINESS INTERESTS ON THE OTHER. THIS INCLUDES AVOIDING POTENTIAL AND ACTUAL CONFLICT OF INTEREST, AS WELL AS PERCEPTIONS. I UNDERSTAND THAT THE PURPOSES OF THIS POLICY ARE TO PROTECT THE INTEGRITY OF THE UNITED WAY OF THE COASTAL EMPIRE'S DECISION-MAKING PROCESS, TO ENABLE OUR CONSTITUENCIES TO HAVE CONFIDENCE IN OUR INTEGRITY, AND TO PROTECT THE INTEGRITY AND REPUTATIONS OF VOLUNTEERS, STAFF AND BOARD MEMBERS. IN THE COURSE OF MEETINGS OR ACTIVITIES, I WILL DISCLOSE ANY INTEREST IN A TRANSACTION OR DECISION WHERE I (INCLUDING MY BUSINESS OR OTHER NONPROFIT AFFILIATIONS), MY FAMILY AND/OR SIGNIFICANT OTHER, EMPLOYER, OR CLOSE ASSOCIATES WILL RECEIVE A BENEFIT OR GAIN. AFTER DISCLOSURE, I UNDERSTAND THAT I WILL BE PERMITTED TO PARTICIPATE IN THE DISCUSSION, BUT WILL NOT BE PERMITTED TO VOTE ON THE QUESTION, AND I HAVE THE OPTION TO LEAVE THE ROOM FOR THE VOTE IF I SO DESIRE. I UNDERSTAND THE THIS POLICY IS MEANT TO SUPPLEMENT GOOD JUDGEMENT, AND I WILL RESPECT ITS SPIRIT AS WELL AS ITS WORDING. UWCE MONITORS THIS THROUGHOUT THE YEAR AS WE CONDUCT REGULAR BUSINESS ACTIVITES, BY REQUIRING APPROVAL OF CONTRACTS BY THE CEO, CFO AND BOARD OF DIRECTORS, IF APPLICABLE, AND A BIDDING PROCESS FOR VENDORS. FORM 990, PART VI, SECTION B, LINE 15 A TOTAL COMPENSATION BUDGET IS APPROVED BY THE BOARD OF DIRECTORS ANNUALLY. THE COMPENSATION OF THE CEO IS DECIDED BY THE EXECUTIVE COMMITTEE OF THE BOARD. THE COMPENSATION OF THE CFO IS APPROVED BY THE CEO AND BOARD CHAIR. UWCE USES BENCHMARKS PROVIDED BY UNITED WAY WORLDWIDE AND THE LOCAL NONPROFIT INDUSTRY TO MAINTAIN A FAIR COMPENSATION RATE, ALONG WITH ANNUAL PERFORMANCE EVALUATIONS. FORM 990, PART VI, SECTION C, LINE 19 THESE ARE ALWAYS ACCESSIBLE VIA OUR WEBSITE: UWCE.ORG. PRINTED VERSIONS ARE ALSO AVAILABLE UPON REQUEST.