United Way Of Southwest Alabama Inc
- Assets
- $2.5m
- Revenue
- $3.7m
- Investments
- $0.0
- Employees
- 12
- Location
- Mobile, AL
- Founding
- 03/1958
- Data as of
- 06/2022
- EIN
- 63-0351568
Organization Overview
United Way Of Southwest Alabama Inc is located in Mobile, AL. The organization was established in 1958. According to its NTEE Classification (T70) the organization is classified as: Federated Giving Programs, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. As of 06/2022, United Way Of Southwest Alabama Inc employed 12 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. United Way Of Southwest Alabama Inc is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2022, United Way Of Southwest Alabama Inc generated $3.7m in total revenue. The organization has seen a slow decline revenue. Over the past 7 years, revenues have fallen by an average of (1.1%) each year. All expenses for the organization totaled $3.8m during the year ending 06/2022. As we would expect to see with falling revenues, expenses have declined by (2.2%) per year over the past 7 years. You can explore the organizations financials more deeply in the financial statements section below.
Since 2016, United Way Of Southwest Alabama Inc has awarded 355 individual grants totaling $14,077,480. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2022
Describe the Organization's Mission:
Part 3 - Line 1
TO PROVIDE RESOURCES TO IMPROVE THE HEALTH, EDUCATION, FINANCIAL STABILITY, AND ACCESS TO LIFE'S BASIC ESSENTIALS FOR MEMBERS OF THE SOUTHWEST ALABAMA COMMUNITY.
Describe the Organization's Program Activity:
Part 3 - Line 4a
UWSWA MAKES GRANT ALLOCATIONS TO VARIOUS HEALTH AND HUMAN SERVICE ORGANIZATIONS IN CHOCTAW, CLARKE, MOBILE, AND WASHINGTON COUNTIES IN ITS FOUR BUILDING BLOCKS: LIFE'S BASIC ESSENTIALS, EDUCATION, HEALTH, AND FINANCIAL STABILITY. FUNDED BASIC ESSENTIALS PROGRAMS INCLUDE: DISASTER CYCLE SERVICES AND SERVICE TO THE ARMED FORCES PROGRAM OF THE AMERICAN RED CROSS OF SOUTH ALABAMA; CLARKE COUNTY EMERGENCY ASSISTANCE PROGRAM OF CATHOLIC SOCIAL SERVICES; SAFETY FIRST A PROGRAM OF COMMUNITY ACTION AGENCY OF SOUTH ALABAMA; FAMILY ROOM RESPITE AND OVERNIGHT LODGING PROGRAMS OF RONALD MCDONALD HOUSE CHARITIES OF MOBILE; ASSISTED DAY HABILITATION PROGRAM OF THE ARC OF SOUTHWEST ALABAMA; CHILD NUTRITION PROGRAM AND EMERGENCY FOOD DISTRIBUTION PROGRAM OF FEED THE GULF COAST; EMERGENCY ASSISTANCE WITH FINANCIAL LITERACY BY MOBILE COMMUNITY ACTION; DOMESTIC VIOLENCE EMERGENCY SHELTER OF PENELOPE HOUSE; SYBIL H. SMITH FAMILY VILLAGE OF DUMAS WESLEY COMMUNITY CENTER; INTERFAITH HOSPITALITY NETWORK SHELTER PROGRAM OF FAMILY PROMISE OF THE COASTAL ALABAMA; RAPID REHOUSING FOR INDIVIDUAL ADULTS PROGRAM OF HOUSING FIRST; EMERGENCY SHELTER PROGRAM OF MCKEMIE PLACE; LIFE ESSENTIALS PROGRAM OF MULHERIN CUSTODIAL HOME; FAMILY HAVEN AND RED SHIELD SHELTER OF THE SALVATION ARMY OF COAST ALABAMA; AND THE TRANSITIONAL FAMILY AND LIVING PROGRAMS OF WILMER HALL CHILDREN'S HOMEFUNDED EDUCATION PROGRAMS INCLUDE: PROJECT LEARN/TUTORING PROGRAM OF THE BOYS AND GIRLS OF SOUTHWEST ALABAMA; TEEN ALCOHOL & DRUG ABUSE AWARENESS WORKSHOPS AND JUVENILE DRUG TESTING GIVEN BY DRUG EDUCATION COUNCIL; RAPE CRISIS CENTER - EDUCATION INITIATIVE OF LIFELINES COUNSELING SERVICES; READING TUTORS PROGRAM OF SOUTHWEST ALABAMA RSVP; CUSTOMIZED EMPLOYMENT SOLUTIONS OF THE ARC OF CLARKE COUNTY; BEYOND SCHOOL WALLS MENTORING PROGRAM OF BIG BROTHERS BIG SISTERS OF SOUTH ALABAMA; STAR MAP OF THE CHILD DAY CARE ASSOCIATION; AFTERSCHOOL ACADEMY OF THE DEARBORN YMCA; AFTER SCHOOL ACHIEVEMENT PROGRAM OF DUMAS WESLEY COMMUNITY CENTER; ADULT AND EARLY EDUCATION PROGRAMS OF GOODWILL GULF COAST; LITTLE TREE PRESCHOOL AND WOODY'S SONG SCHOOL OF THE LEARNING TREE; UCP PRESCHOOL AND CAMP SMILE OF UNITED CEREBRAL PALSY; AND EDUCATION FOR LIFE OF WILMER HALL CHILDREN'S HOME; FUNDED HEALTH PROGRAMS INCLUDE: EPILEPSY CLIENT SERVICES PROVIDED BY EPILEPSY FOUNDATION OF ALABAMA, MOBILE & GULF COAST CHAPTER; POSITIVE PREGNANCY OUTCOMES PROVIDED BY ALPHA WOMEN'S RESOURCE CENTER; SUBSTANCE ABUSE RECOVERY PROGRAM OF HOME OF GRACE FOR WOMEN; RAPE CRISIS CENTER OF LIFELINES COUNSELING SERVICES; FORENSIC INTERVIEWING & FOSTER CARE AT "ALMOST HOME" PROVIDED BY THE REGIONAL CHILD ADVOCACY CENTER; SICKLE CELL LAB TESTING/TRAIT COUNSELING SERVICES OF SICKLE CELL DISEASE ASSOCIATION, MOBILE CHAPTER; COMPREHENSIVE HEALTHCARE FOR UNINSURED ADULTS BY VICTORY HEALTH PARTNERS; SCHOOL-BASED THERAPY - COMMUNITY COUNSELING/BEHAVIOR HEALTH OF ALTAPOINTE HEALTH SYSTEMS; MEDICAL ASSISTANCE PROGRAM OF GOODWILL GULF COAST; TRANSPORTATION=TREATMENT=PREVENTION OF AIDS ALABAMA SOUTH; SUMMER DAY CAMP AND TRIPLE PLAY: A GAME PLAN FOR MIND, BODY, AND SOUL OF BOYS & GIRLS CLUBS OF SOUTH ALABAMA; OLWEUS BULLING PREVENTION AND YOUTH LIVING RESPONSIBLY PROGRAMS OF CRITTENTON YOUTH SERVICES; FITNESS & RECREATIONS AND SENIOR ACTIVITIES FOR INDEPENDENT LIVING OF DEARBORN YMCA; HEALTH & MEDICAL SERVICES OF ALTAPOINTE HEALTH SERVICES; GENERIC MEDICATION SAFETY NEW PROGRAM OF OZANAM CHARITABLE PHARMACY; CHILD SEX ABUSE MENTAL HEALTH COUNSELING PROGRAM OF THE CHILD ADVOCACY CENTER; ROADMAP TO SELF-SUFFICIENCY PROGRAM OF THE SALVATION ARMY OF COASTAL ALABAMA; AND THE GRANDFRIENDS ADULT DAYCARE PROGRAM OF VIA HEALTH, FITNESS, AND ENRICHMENT CENTER.FUNDED FINANCIAL STABILITY PROGRAMS INCLUDE: VOLUNTEER INCOME TAX ASSISTANCE (VITA) PROGRAM OF UWSWA; EMPLOYMENT & TRAINING PROGRAM OF GOODWILL GULF COAST; CONSUMER CREDIT COUNSELING SERVICES OF LIFELINES COUNSELING CENTER; AND JOB READY PROGRAM OF ALTAPOINTE HEALTH SERVICES.
THE VITA PROGRAM RECRUITS, TRAINS, AND SUPERVISES VOLUNTEERS IN THE FREE PREPARATION OF INDIVIDUAL TAX RETURNS. THE PROGRAM FOCUSES ITS EFFORTS ON SERVING LOW INCOME INDIVIDUALS AND FAMILIES, THE ELDERLY, PERSONS WITH DISABILITIES, AND PERSONS WITH LIMITED ENGLISH PROFICIENCY. DURING THE 2022 TAX SEASON, 20 VOLUNTEER TAX PREPARERS AND THE VITA PROGRAM COORDINATOR FILED 1,100 TAX RETURNS.
UNITED WAY 2-1-1 IS A NATIONAL HEALTH AND HUMAN SERVICES HELPLINE THAT PROVIDES REFERRALS TO AGENCIES THAT HAVE SERVICES AVAILABLE TO THE COMMUNITY. EACH STATE LOCALIZES THE SERVICES FOR CALLERS TO PROVIDE THE ASSISTANCE AVAILABLE CLOSEST TO THEM. UWSWA PARTNERS WITH LIFELINES COUNSELING SERVICES TO STAFF THE HELPLINE WITH TRAINED VOLUNTEERS TO PROVIDE REFERRALS TO OUR SERVICE AREA AND OTHER SURROUNDING ALABAMA COUNTIES. THE HELPLINE ALSO PROVIDES EMERGENCY ASSISTANCE COVERING ALL PHASES OF AN EMERGENCY INCLUDING PREVENTION, PLANNING, RESPONSE, AND RECOVERY. IN CHOCTAW, CLARKE, MOBILE, AND WASHINGTON COUNTIES UW 2-1-1 RECEIVED 11,888 CALLS. THE TOP NEEDS ADDRESSED WERE HOUSING ASSISTANCE, UTILITY ASSISTANCE, AND FOOD ASSISTANCE.
SUPPORT FOR OTHER COMMUNITY PROJECTS AND PROGRAM SERVICES.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Jill Chenoweth President & CEO | Officer | 55 | $96,288 |
Michi Lunceford CFO | Officer | 55 | $62,806 |
J Guy Helmsing Immediate Past Chair | OfficerTrustee | 5 | $0 |
Brent Barkin Board Chair | OfficerTrustee | 5 | $0 |
Christian White Vice Chair/campaign Chair | OfficerTrustee | 5 | $0 |
Erin S Jones Treasurer | OfficerTrustee | 5 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $3,371,532 |
| Noncash contributions included in lines 1a–1f | $3,867 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $3,371,532 |
| Total Program Service Revenue | $0 |
| Investment income | $46,186 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $58,943 |
| Net Income from Fundraising Events | $205,219 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $3,674,895 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $2,355,400 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $159,095 |
| Compensation of current officers, directors, key employees. | $4,083 |
| Compensation to disqualified persons | $470,795 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $156,306 |
| Payroll taxes | $45,412 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $27,785 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $0 |
| Advertising and promotion | $40,220 |
| Office expenses | $11,855 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $54,543 |
| Travel | $13,928 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $6,849 |
| Interest | $20,892 |
| Payments to affiliates | $58,573 |
| Depreciation, depletion, and amortization | $11,883 |
| Insurance | $17,006 |
| All other expenses | $23,188 |
| Total functional expenses | $3,765,576 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $190,630 |
| Savings and temporary cash investments | $229,001 |
| Pledges and grants receivable | $946,806 |
| Accounts receivable, net | $43,728 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $23,679 |
| Net Land, buildings, and equipment | $113,542 |
| Investments—publicly traded securities | $965,990 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $2,513,376 |
| Accounts payable and accrued expenses | $112,955 |
| Grants payable | $282,890 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $14,419 |
| Total liabilities | $410,264 |
| Net assets without donor restrictions | $675,838 |
| Net assets with donor restrictions | $1,427,274 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $2,513,376 |
Grants Awarded
Over the last fiscal year, United Way Of Southwest Alabama Inc has awarded $1,550,985 in support to 37 organizations.
| Grant Recipient | Amount |
|---|---|
Mobile, AL PURPOSE: PROGRAM OPERATING COST | $135,520 |
Mobile, AL PURPOSE: PROGRAM OPERATING COST | $105,500 |
Mobile, AL PURPOSE: PROGRAM OPERATING COST | $99,400 |
Mobile, AL PURPOSE: PROGRAM OPERATING COST | $91,500 |
Mobile, AL PURPOSE: PROGRAM OPERATING COST | $85,219 |
GOODWILL GULF COAST PURPOSE: PROGRAM OPERATING COST | $83,750 |
Grants Recieved
Over the last fiscal year, we have identified 13 grants that United Way Of Southwest Alabama Inc has recieved totaling $334,295.
| Awarding Organization | Amount |
|---|---|
Aarp Foundation Washington, DC PURPOSE: AARP FOUNDATION DISASTER RELIEF GRANT | $150,000 |
Louis & Josie Forchheimer Memorial Foundation Tr Uw Birmingham, AL PURPOSE: GENERAL OPERATING | $102,184 |
United Way Of Central Alabama Inc Birmingham, AL PURPOSE: DONOR DESIGNATED FOR GENERAL SUPPORT | $29,492 |
American Online Giving Foundation Inc Newark, DE PURPOSE: GENERAL SUPPORT | $14,047 |
Alabama Business Charitable Trust Fund Inc Birmingham, AL PURPOSE: GENERAL/OPERATING | $10,000 |
The Ernestine L@lenoir Charitable Trust Butler, AL PURPOSE: DOLLY PARTON IMAGINATION LIBRARY | $6,400 |
Endowment Analysis
| Beg. Balance | $1,077,365 |
| Earnings | -$100,684 |
| Admin Expense | $10,691 |
| Ending Balance | $965,990 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
United Jewish Community Of Broward County Inc Davie, FL | $191,632,658 | $32,289,120 |
Jewish Federation Of South Palm Beach County Inc Boca Raton, FL | $220,329,393 | $31,215,392 |
United Way Of Lee County Inc Fort Myers, FL | $10,857,756 | $16,905,483 |
United Way Of Palm Beach County Inc West Palm Beach, FL | $24,619,192 | $14,282,959 |
United Way Of Brevard County Inc Rockledge, FL | $8,481,850 | $14,549,542 |
United Way Of Greater Knoxville Inc Knoxville, TN | $44,188,764 | $10,173,426 |
United Way Of The Mid-South Memphis, TN | $15,939,575 | $10,736,980 |
United Way Of Greater Chattanooga Chattanooga, TN | $28,378,228 | $9,851,005 |
Ocean Reef Foundation Inc Key Largo, FL | $43,415,311 | $11,490,995 |
United Way Of Central Florida Inc Highland City, FL | $26,696,940 | $9,902,693 |
United Way Of The Coastal Empire Inc Savannah, GA | $26,438,024 | $9,161,083 |
United Way Of The Central Savannah River Area Inc Augusta, GA | $2,548,465 | $8,329,042 |