2026-02-03T14:41:41-06:00 2025-06-30 581374304 ROBINSON GRIMES & CO PC PO BOX 4299 COLUMBUS GA 31914 990 2024-07-01 580572434 UNITED WAY OF THE CHATTAHOOCHEE VALLEY INC UNIT 7063273255 1005 FRONT AVENUE COLUMBUS GA 31901 BEN MOSER PRESIDENT 7063273255 2026-02-02 1 0 BRIAN B RUTLEDGECPA P00113761 7063245435 2024 2025-03-06 01:10:19Z BEN MOSER 1005 FRONT AVENUE COLUMBUS GA 31901 11608468 0 X WWW.UNITEDWAYOFTHECV.ORG X 1952 GA UNITED WAY'S PURPOSE IS TO IMPROVE PEOPLE'S LIVES BY RAISING FUNDS FROM OVER 20,000 DONORS AND PARTNERING WITH MULTIPLE AGENCIES TO COLLABORATE, FUND PROGRAMS, AND IDENTIFY SOLUTIONS THAT ADDRESS BASIC NEEDS, HEALTH, INCOME AND EDUCATION. 25 25 52 1610 0 0 10638862 10762814 0 0 204964 212586 15620 12154 10859446 10987554 4591532 4300000 0 0 3404967 3609570 0 0 1058495 3429815 2325012 11426314 10234582 -566868 752972 14568690 15254317 5646692 4540806 8921998 10713511 X THE MISSION OF UNITED WAY IS TO LEAD AND UNITE OUR COMMUNITY RESOURCES IN TRANSFORMING LIVES. FUNDING IS BASED ON MEETING A COMMUNITY NEED, MEASURABLE OUTCOMES, AND GOOD STEWARDSHIP. UNITED WAY OF THE CHATTAHOOCHEE VALLEY RANKS IN THE TOP 75 UNITED WAYS NATIONWIDE BASED ON TOTAL REVENUE. 0 0 4582164 4300000 12154 UNITED WAY IS FOCUSED ON THREE PRIORITY AREAS THAT WE BELIEVE ARE ESSENTIAL BUILDING BLOCKS FOR A GREAT LIFE: HEALTH ACCESS, ECONOMIC MOBILITY, AND EDUCATIONAL EQUITY. OUR APPROACH IS UNIQUE BECAUSE WE INVEST IN PROGRAMS THAT MEET A NEED, ACHIEVE RESULTS AND ARE GOOD STEWARDS OF RESOURCES. VOLUNTEERS, WHO ARE DONORS AND LEADERS, REVIEW AND ASSESS PROGRAMS TO DETERMINE FUNDING. EACH YEAR, PEOPLE ACROSS OUR COMMUNITY BENEFIT FROM PROGRAMS AND INITIATIVES MADE POSSIBLE THROUGH GENEROUS CONTRIBUTIONS. OVER THE PAST YEAR, UNITED WAY FUNDING ENSURED HELP WAS AVAILABLE TO MEET THE GROWING NEEDS ACROSS OUR COMMUNITY. 3753137 UNITED WAY PROGRAMSTHE VOLUNTEER CENTER ASSISTS THE ORGANIZATION BY PROMOTING VOLUNTEERING PROGRAMS NEEDED IN THE COMMUNITY.COMMUNITY SCHOOLS PROVIDES A NEIGHBORHOOD-BASED INITIATIVE LED BY THE ORGANIZATION AIMED AT TRANSFORMING SCHOOLS INTO CENTERS FOR CREATING NEIGHBORHOODS WHERE THE STRATEGY, SCHOOLS, STUDENTS, FAMILIES, AND COMMUNITY THRIVE AS A UNIT TO ACHIEVE STUDENT SUCCESS. THIS TRANSFORMATION IS ACHIEVED THROUGH ROBUST FAMILY AND COMMUNITY ENGAGEMENT, COMPLEMENTED BY THE INTEGRATION OF ESSENTIAL SOCIAL SERVICES. COMMUNITY SCHOOLS UNITED CURRENTLY SERVES DOROTHY HEIGHT, MARTIN LUTHER KING, JR., AND BREWER EARLY INNOVATION ACADEMY IN MUSCOGEE COUNTY, GA, AND PHENIX CITY ELEMENTARY SCHOOL IN RUSSELL COUNTY, AL. THESE SCHOOLS ARE EACH SUPPORTED WITH A FULL-TIME COMMUNITY SCHOOL COORDINATOR, THROUGH AN ORGANIZATIONAL EMPLOYEE. IN COOPERATION WITH THE CITY OF COLUMBUS, HOME FOR GOOD: THE ALLIANCETO END HOMELESSNESS IS CHARGED WITH IMPLEMENTING THE 10-YEAR PLAN TO END HOMELESSNESS. THE 10-YEAR PLAN PROVIDES THE FRAMEWORK FOR ADVANCING THE COMMUNITY FROM A MODEL OF MANAGING THE IMMEDIATE NEEDS OF HOMELESSNESS TO ENDING HOMELESSNESS THROUGH LONG-TERM PLANNING AND KEY STRATEGIES.211 UNITED WAY CHATTAHOOCHEE VALLEY PROVIDES A SINGLE POINT OF ENTRY FOR ALL RESIDENTS OF THE COMMUNITY TO ACCESS ASSISTANCE WITH ONLINE AND TELEPHONE ACCESS 24 HOURS A DAY, 7 DAYS A WEEK. INDIVIDUALS WILL RECEIVE ACCESS TO EMERGENCY ASSISTANCE, SELF-HELP AND QUALITY OF LIFE SERVICES, CHILDCARE AND MANY OTHER HEALTH AND SOCIAL SERVICES. THE PROGRAM WILL SERVE 8 COUNTIES AND CONNECT PEOPLE TO THE ASSISTANCE THEY NEED TO ADDRESS CHALLENGES OF EVERYDAY LIVING AS WELL AS THOSE THAT DEVELOP DURING TIMES OF DISASTERS AND EMERGENCIES.THE C4C/CHIPS INITIATIVE WAS CREATED TO TAKE ADVANTAGE OF ECONOMIC DEVELOPMENT OPPORTUNITIES PRESENTED BY THE $280 BILLION CHIPS (CREATING HELPFUL INCENTIVES TO PRODUCE SEMICONDUCTORS) AND SCIENCE ACT. THE C4C EFFORT BEGAN IN SEPTEMBER OF 2022 WHEN THE FIRST STAKEHOLDERS WERE ENGAGED IN THE CONCEPT OF CREATING A REGIONAL TECHNOLOGY HUB FOR SEMICONDUCTOR AND OTHER ADVANCED MANUFACTURING IN THE CHATTAHOOCHEE VALLEY AS A PART OF THE UNITED WAY'S POVERTY REDUCTION INITIATIVE TO REDUCE BY HALF THE REGIONS' 20% POVERTY RATE WITHIN 10 YEARS BY JOB CREATION. C4C HAS ALSO ESTABLISHED A STRONG PARTNERSHIP WITH GEORGIA TECH AND OTHER HIGHER EDUCATION INSTITUTIONS IN SUPPORT OF THIS EFFORT. 8335301 1 1 0 0 0 0 0 0 0 0 1 1 0 1 1 1 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 1 131 0 52 1 0 0 0 0 0 0 0 0 0 0 X 25 25 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 GA X X ALEX HINTON 7063273255 1005 FRONT AVENUE COLUMBUS GA 31901 MS TERRY BARGY EXECUTIVE COMMITTEE 1.00 X X 0 0 0 KEVIN BLAIR DIRECTOR 1.00 X 0 0 0 CATHERINE BUDZYNSKI DIRECTOR 1.00 X 0 0 0 CRAIG BURGESS JD DIRECTOR 1.00 X 0 0 0 DR BRENDA COLEY DIRECTOR 1.00 X 0 0 0 MELISSA GAUNTT EXECUTIVE COMMITTEE 1.00 X X 0 0 0 ISAIAH HUGLEY DIRECTOR 1.00 X 0 0 0 RODNEY MAHONE DIRECTOR 1.00 X 0 0 0 RINKESH PATEL DIRECTOR 1.00 X 0 0 0 KEITH PIERCE EXECUTIVE COMMITTEE 1.00 X X 0 0 0 ROBBIE RAYBON DIRECTOR 1.00 X 0 0 0 TEDDY REESE DIRECTOR 1.00 X 0 0 0 DR ANDY RODDENBERY DIRECTOR 1.00 X 0 0 0 DRDIONNE ROSSER-MIMS EXECUTIVE COMMITTEE 1.00 X X 0 0 0 GWENDOLYN RUFF EXECUTIVE COMMITTEE 1.00 X X 0 0 0 RABBI BETH SCHWARTZ DIRECTOR 1.00 X 0 0 0 JACKIE SCREWS DIRECTOR 1.00 X 0 0 0 LEN SEXTON DIRECTOR 1.00 X 0 0 0 CHIEF RAYMOND SMITH EXECUTIVE COMMITTEE 1.00 X X 0 0 0 JACK TURNER DIRECTOR 1.00 X 0 0 0 W CLARK TURNER DIRECTOR 1.00 X 0 0 0 ROB WARD DIRECTOR 1.00 X 0 0 0 RANDI WARREN CHAIR 1.00 X X 0 0 0 MIKE BURNS DIRECTOR 1.00 X 0 0 0 CHRISTOPHER SCHOONOVER EXECUTIVE COMMITTEE 1.00 X X 0 0 0 BEN MOSER CEO 40.00 X 281261 0 29121 ALEX HINTON CFO/SECRETARY 40.00 X 156038 0 6815 JENNIFER BICKERSTAFF CHIEF OF STAFF, GENERAL COUNSEL 40.00 X 136431 0 5963 ANDREW HILMES EXECUTIVE VP OF ECONOMIC DEVELOPMENT 40.00 X 141526 0 1105 JENNIFER ST JOHN SENIOR VICE PRESIDENT OF IMPACT 40.00 X 111766 0 18715 827022 0 61719 5 0 1 0 0 6983861 272150 719572 2787231 414764 10762814 182823 182823 650677 620914 29763 29763 29763 0 272150 0 0 OTHER INCOME 561000 12154 12154 12154 10987554 12154 0 212586 4300000 4300000 445968 222937 148781 74250 2526107 1786009 289974 450124 420426 276717 66608 77101 217069 138712 36530 41827 14581 14581 782544 545439 86237 150868 94204 20209 6530 67465 59264 35674 5954 17636 248176 160996 56044 31136 130363 55439 8267 66657 86933 59190 17834 9909 24699 20740 2546 1413 OTHER PROGRAM EXPENSES 496037 489266 6771 REPAIRS AND MAINTENANCE 180516 115173 29978 35365 UW OF AMERICA DUES 113148 69146 28287 15715 TELEPHONE AND NETWORKS 43417 30561 5844 7012 51130 9093 36791 5246 10234582 8335301 840786 1058495 85044 76641 4203765 5056064 3107877 3788633 1385035 496652 80414 70955 462659 274549 275043 188110 1360333 1497466 780765 887427 3290414 3192369 14568690 15254317 526083 253141 4327718 3585141 792891 702524 5646692 4540806 X 5257289 5840823 3664709 4872688 8921998 10713511 14568690 15254317 X 752972 177593 860948 X X 0 1 X 1 1 1 X 8271460 8518691 10308339 10638862 10762814 48500166 8271460 8518691 10308339 10638862 10762814 48500166 4690136 43810030 38880 49889 127756 197380 182823 596728 25766 9802 15620 12154 63342 49160236 0.89120 0.90840 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: SPECIAL EVENTS ADMIN FEES OTHER PROG SVC INC RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 141409 123768 17641 321250 150781 170469 188110 VANGUARD 500 INDEX FUND 887427 F 887427 SPLIT INTEREST AGREEMENT 1714310 OPERATING LEASE RIGHT-OF-USE ASSET 1478059 3192369 LEASE LIABILITY 702524 702524 X 11265014 177593 114448 292041 10972973 14581 14581 10987554 9473501 0 9473501 14581 746500 761081 10234582 PART X, LINE 2: GAAP REQUIRES RECOGNITION OF A LIABILITY FOR THE BENEFIT RESULTING FROM ANY UNCERTAIN TAX POSITIONS TAKEN BY THE ORGANIZATION. THE TAX RETURNS OF THE ORGANIZATION ARE SUBJECT TO EXAMINATION BY FEDERAL AND STATE TAXING AUTHORITIES UNDER STANDARD STATUTE OF LIMITATION PERIODS. THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. BASED ON EVALUATION OF THE ORGANIZATION'S TAX POSITIONS, MANAGEMENT BELIEVES ALL POSITIONS WOULD BE UPHELD UNDER AN EXAMINATION. THEREFORE, NO PROVISION FOR THE EFFECT OF UNCERTAIN TAX POSITIONS HAS BEEN RECORDED FOR THE YEAR ENDED JUNE 30, 2025. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT 114,448. PART XII, LINE 4B - OTHER ADJUSTMENTS: DIFFERENCE IN CY GRANTS PAID VS ACCRUED 746,500. GOLF TOURNAMENT 68384 68384 KICK-OFF EVENT 38750 38750 6 165016 165016 272150 272150 1 AMERICAN RED CROSS W CENTRAL GEORGIA 3940 ROSEMONT DR COLUMBUS GA 31904 530196605 501C3 85000 0 SUPPORT OF DONEE PROGRAMS BOYS AND GIRLS CLUB OF THE CHATTAHOOCHEE VALLEY 1700 BUENA VISTA ROAD COLUMBUS GA 31906 581174393 501C3 607000 0 SUPPORT OF DONEE PROGRAMS CHATTAHOOCHEE COUNCIL BOY SCOUTS OF AMERICA 1237 1ST AVE COLUMBUS GA 31901 580601576 501C3 162000 0 SUPPORT OF DONEE PROGRAMS EASTER SEALS OF WEST GEORGIA INC PO BOX 1690 FORTSON GA 31808 581919206 501C3 565000 0 SUPPORT OF DONEE PROGRAMS FEEDING THE VALLEY INC 5928 COCA COLA BLVD COLUMBUS GA 31909 581498131 501C3 385000 0 SUPPORT OF DONEE PROGRAMS GIRL SCOUTS OF HISTORIC GEORGIA 1344 13TH AVE COLUMBUS GA 31901 580566191 501C3 136000 0 SUPPORT OF DONEE PROGRAMS GIRLS INC OF COLUMBUS AND PHENIX CITYRUSSELL CO PO BOX 4040 COLUMBUS GA 31914 586011441 501C3 377500 0 SUPPORT OF DONEE PROGRAMS SOUTHWEST GEORGIA HOUSING OPPORTUNITIES INC PO BOX 2783 COLUMBUS GA 31902 582147861 501C3 9000 0 SUPPORT OF DONEE PROGRAMS HOPE HARBOUR (COLUMBUS ALLIANCE FOR BATTERED WOMEN) PO BOX 4182 COLUMBUS GA 31914 581399257 501C3 272000 0 SUPPORT OF DONEE PROGRAMS HOUSE OF TIME INC 1200 WYNNTON ROAD COLUMBUS GA 31906 581995951 501C3 210000 0 SUPPORT OF DONEE PROGRAMS MERCYMED OF COLUMBUS PO BOX 1491 COLUMBUS GA 31902 275011913 501C3 220000 0 SUPPORT OF DONEE PROGRAMS OPEN DOOR COMMUNITY HOUSE INC 2405 2ND AVE COLUMBUS GA 31901 580601980 501C3 141300 0 SUPPORT OF DONEE PROGRAMS RUSSELL COUNTY CHILD ADVOCACY CENTER INC 67 DOWNING STREET PHENIX CITY AL 36869 582352811 501C3 88000 0 SUPPORT OF DONEE PROGRAMS SAFEHOUSE MINISTRIES 2101 HAMILTON ROAD COLUMBUS GA 31904 264503737 501C3 170000 0 SUPPORT OF DONEE PROGRAMS SALVATION ARMY PO BOX 1378 COLUMBUS GA 31902 580660607 501C3 140000 0 SUPPORT OF DONEE PROGRAMS TEEN ADVISORS INC 1316 WILDWOOD AVE COLUMBUS GA 31906 582108493 501C3 71000 0 SUPPORT OF DONEE PROGRAMS TWIN CEDARS YOUTH AND FAMILY SERVICES INC 18 9TH STREET SUITE 104 COLUMBUS GA 31901 581413499 501C3 157200 0 SUPPORT OF DONEE PROGRAMS YMCA OF METROPOLITAN COLUMBUS 4384 WARM SPRINGS ROAD COLUMBUS GA 31909 580648697 501C3 243000 0 SUPPORT OF DONEE PROGRAMS ST ANNE COMMUNITY OUTREACH 1820 BOX ROAD COLUMBUS GA 31907 581762606 501C3 36000 0 SUPPORT OF DONEE PROGRAMS VALLEY HEALTHCARE SYSTEMS 1600 FORT BENNING ROAD COLUMBUS GA 31903 581999205 501C3 35000 0 SUPPORT OF DONEE PROGRAMS THE GEORGIA CENTER FOR OPPORTUNITY 333 RESEARCH COURT SUITE 210 PEACHTREE CORNERS GA 30092 581928520 501C3 10000 0 SUPPORT OF DONEE PROGRAMS BIG BROTHERS BIG SISTERS OF ATLANTA 680 MURPHY AVE SW STE 1090 ATLANTA GA 30310 580861895 501C3 50000 0 SUPPORT OF DONEE PROGRAMS CHATTAHOOCHEE VALLEY IMAGINATION LIBRARY 3000 MACON ROAD COLUMBUS GA 31906 501C3 25000 0 SUPPORT OF DONEE PROGRAMS COLUMBUS HOSPICE OF GEORGIA AND ALABAMA 7020 MOON RD COLUMBUS GA 31909 581385395 501C3 70000 0 SUPPORT OF DONEE PROGRAMS GOODWILL OF THE SOUTHERN RIVERS 2601 CROSS COUNTRY DR BLDG A COLUMBUS GA 31906 586035822 501C3 10000 0 SUPPORT OF DONEE PROGRAMS PASTORAL INSTITUTE 2022 15TH AVE COLUMBUS GA 31901 580647764 501C3 25000 0 SUPPORT OF DONEE PROGRAMS 26 PART I, LINE 2: NINE COMMUNITY INVESTMENT VOLUNTEER TEAMS EVALUATE REQUESTS FOR FUNDING TO DETERMINE HOW TO INVEST THE DOLLARS RAISED. DURING THE COMMUNITY INVESTMENT PROCESS, NEARLY 60 VOLUNTEERS COMPRISE THE NINE TEAMS TO EVALUATE REQUESTS FOR FUNDING DURING THE SIX-WEEK PROCESS. THE VOLUNTEERS REVIEW DETAILED PROGRAM APPLICATIONS, VISIT AGENCIES TO SEE THE PROGRAMS IN ACTION, AND HEAR FROM CLIENTS AND AGENCY REPRESENTATIVES. VOLUNTEERS REVIEW EACH PROGRAM IN TERMS OF HOW IT MEETS A COMMUNITY NEED, ACHIEVES RESULTS AND EXERCISES GOOD STEWARDSHIP. ALL PROGRAMS MUST SERVE THE LOCAL COMMUNITY WITHIN ONE OF THE FOUR CORE AREAS OF UNITED WAY BASIC NEEDS, INCOME, HEALTH OR EDUCATION. IN ADDITION, THE FINANCIAL POSITION OF EACH AGENCY IS REVIEWED BY A GROUP OF VOLUNTEERS WHO HAVE VAST EXPERIENCE IN ACCOUNTING AND FINANCIAL MANAGEMENT. X X X 0 0 0 0 0 0 0 0 0 BEN MOSER CEO 268991 0 0 0 12270 0 18700 0 10421 0 310382 0 0 0 ALEX HINTON CFO/SECRETARY 149887 0 0 0 6151 0 0 0 6815 0 162853 0 0 0 X 15 414764 FMV ON DATE OF DONATION 0 1 0 PART I, LINE 32B: THE ORGANIZATION HAS A WRITTEN GIFT ACCEPTANCE POLICY THAT GOVERNS THE ACCEPTANCE OF ALL GIFTS RECEIVED BY THE ORGANIZATION AND PROVIDES GUIDANCE TO PROSPECTIVE DONORS AND THEIR ADVISORS. THE POLICY OUTLINES TYPES OF ACCEPTABLE GIFTS, RESTRICTIONS ON GIFTS, CRITERIA FOR ACCEPTANCE OF CERTAIN TYPES OF GIFTS, USE OF LEGAL COUNSEL, IRS FILINGS, VALUATION, RECOGNITON, AND DONOR REPORTING. THE BOARD OF DIRECTORS SERVES AS THE GIFT ACCEPTANCE COMMITTEE AND MUST APPROVE ANY CHANGES TO THESE POLICIES. GENERALLY, ANY SECURITIES RECEIVED BY THE ORGANIZATION ARE SOLD IMMEDIATELY BY A THIRD-PARTY BROKER. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF DIRECTORS IS RESPONSIBLE FOR REVIEW AND APPROVAL OF THE IRS FORM 990 BEFORE FILING. THE FINANCE AND AUDIT COMMITTEE, CHAIRED BY THE TREASURER OF THE EXECUTIVE COMMITTEE OF THE BOARD, WILL REVIEW AND DISCUSS THE AUDIT AND FORM 990. THE TREASURER WILL PRESENT TO THE FULL BOARD OF DIRECTORS, AFTER THEY HAVE ADEQUATE TIME TO REVIEW THE DOCUMENTS. AFTER REVIEW THEY WILL APPROVE SUBMISSION OF THE FORM 990 TO THE IRS. THE COMPOSITION OF THE BOARD OF DIRECTORS ENSURES THAT THEY ARE INDIVIDUALS FAMILIAR WITH THE ORGANIZATION AND THE PROCESS AND ARE QUALIFIED TO ACCEPT RESPONSIBILITY FOR THE PREPARATION OF THE FORM 990. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE REQUIRED TO COMPLETE AN ANNUAL CONFLICT OF INTEREST STATEMENT. COMMUNITY INVESTMENT COMMITTEE AND STAFF COMPLETE THE SAME FORM. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTEE REVIEWS THE PERFORMANCE OF MANAGEMENT AND DETERMINES SALARY AND ANY ADJUSTMENTS THAT ARE NECESSARY ON AN ANNUAL BASIS. THE COMMITTEE USES A DOCUMENTED COMPENSATION PLAN THAT WAS DEVELOPED BY AN INDEPENDENT THIRD PARTY IN MAKING ITS EVALUATION OF COMPENSATION LEVELS. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST FORM 990, PART XI, LINE 9: DIFFERENCE IN GRANTS ACCRUED VS PAID IN CY 746,500. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 114,448. FORM 990 PART XII LINE 2C THE SELECTION AND OVERSIGHT PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.