Form990
Click to see attachment
Department of the Treasury
Internal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except black lung benefit trust or private foundation)

MediumBullet The organization may have to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0047
2012
Open to Public Inspection
A For the 2012 calendar year, or tax year beginning 01-01-2012 , 2012, and ending 12-31-2012
BCheck if applicable:
CName of organization
UNITED WAY OF CENTRAL ALABAMA INC
 
Doing Business As
 
 
Number and street (or P.O. box if mail is not delivered to street address)
PO Box 320189
 
Room/suite
City or town, state or country, and ZIP + 4
Birmingham, AL352320189
D Employer identification number

63-0288846
E Telephone number

G Gross receipts $ 49,621,783
F Name and address of principal officer:
John A Langloh
PO Box 320189
Birmingham,AL352320189
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
www.uwca.org
H(a)
Is this a group return for
affiliates?
H(b)
Are all affiliates included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:
 
L Year of formation: 1955
M State of legal domicile: AL
Part I
Summary
Activities  & Governance 1 Briefly describe the organization’s mission or most significant activities: United Way of Central Alabama's most significant activities center on education, income, health, and access to services.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 68
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 67
5 Total number of individuals employed in calendar year 2011 (Part V, line 2a) ...... 5 131
6 Total number of volunteers (estimate if necessary) ............. 6 750
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 0
b Net unrelated business taxable income from Form 990-T, line 34 ......... 7b 0
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 55,495,894 47,417,265
9 Program service revenue (Part VIII, line 2g) ......... 1,047,540 738,917
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 1,314,684 1,000,027
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 191,128 297,113
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 58,049,246 49,453,322
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 31,378,249 32,991,246
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 7,160,528 6,775,745
16a Professional fundraising fees (Part IX, column (A), line 11e)..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet2,670,438    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 16,095,863 12,878,269
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 54,634,640 52,645,260
19 Revenue less expenses. Subtract line 18 from line 12....... 3,414,606 -3,191,938
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 90,981,061 89,510,722
21 Total liabilities (Part X, line 26)............. 20,848,430 21,746,045
22 Net assets or fund balances. Subtract line 21 from line 20..... 70,132,631 67,764,677
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
 
Preparer's signature
Date
PTIN
Firm's name MediumBullet

Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ............
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y
Form 990 (2012)
Form 990 (2012)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response to any question in this Part III ...............
1
Briefly describe the organization’s mission: To increase the organized capacity of people to care for one another and to improve their community.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? ......................
If “Yes,” describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program services? ............................
If “Yes,” describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 21,657,800 including grants of $ 10,228,862 ) (Revenue $ 0 )
Health - UWCA and its partners target emerging health issues impacting our community such as childhood obesity, chronic diseases, the uninsured, childhood immunizations, substance abuse, family violence, and oral health. UWCA expanded the Walking School Bus program, a neighborhood based initiative that works with local school districts and encourages children to walk to school for physical activity and social interaction. In 2012 more than 275 children participated at 3 different schools.
4b (Code:   ) (Expenses $ 8,972,676 including grants of $ 7,630,327 ) (Revenue $ 0 )
Income - UWCA is working to reduce the number of lower-income families who are financially unstable. UWCA supports partner agencies and implements the Financial Stability Partnership Initiative, which was created to strengthen communities by identifying and tackling the underlying causes of financial hardship facing today's low-income families. UWCA, with more than 100 partners, assists low-income individuals and empowers them with the tools and skills needed to maximize income, build savings, and acquire stabilizing assets. UWCA's Individual Development Account Program, a matched savings program, helps low-income individuals purchase a first time home, start or grow a small business, or further their education. To date, the program has helped individuals buy homes valued at over $12 million with 857 participants in the program. UWCA's Free Tax Assistance Program resulted in 2,310 tax returns with refunds over $2 million for low-income Alabamians.
4c (Code:   ) (Expenses $ 7,780,230 including grants of $ 6,444,266 ) (Revenue $ 0 )
Education - From quality childcare to dropout prevention programs, UWCA uses its collective resources to promote programs along the entire education continuum. In addition to supporting tutoring, after school and mentoring programs, UWCA's own Success By 6 initiative focuses on improving school readiness for children from birth to age five. During the school year, Success By 6 engaged 40 Pre-K classrooms impacting approximately 700 four year old children and their teachers with high-quality curriculum and state-of-the-art classroom equipment and materials. In addition, Success By 6 launched a partnership with Birmingham City Schools to expand access to Pre-K classrooms in the public school system.
(Code:   ) (Expenses $ 4,157,210 including grants of $ 3,759,441 ) (Revenue $ 0 )
Access to services - UWCA takes a leadership role in building a statewide information network entitled 2-1-1 Connects Alabama, an innovative information and referral strategy ensuring all Alabamians have the ability to connect with available resources in their communities. 2-1-1 responds to more than 30,000 calls a year and utilizes a continuously updated database to assist callers. 2-1-1 provides referrals for basic needs such as food, shelter, clothing, financial assistance and child care. In addition, 2-1-1 collaborates with other organizations to provide specialized time-sensitive information on issues such as disaster relief, income tax preparation assistance, mortgage assistance, foreclosure prevention, disease outbreaks and more.
(Code:   ) (Expenses $ 2,375,905 including grants of $ 2,375,905 ) (Revenue $ 266,029 )
Designations paid by donor request to non-member agencies
(Code:   ) (Expenses $ 2,294,329 including grants of $ 2,294,329 ) (Revenue $ 0 )
Disaster Response - In 2012, UWCA continued its work with disaster recovery related to the devastating tornados in 2011. Through its leadership role in the Central Alabama Long Term Recovery Committee, UWCA coordinated over $4 million in assistance to tornado survivors including assistance to 875 families and the rebuilding and repair of 267 homes.
(Code:   ) (Expenses $ 465,455 including grants of $ 465,455 ) (Revenue $ 800,817 )
Other special designations to member agencies and initiatives that are not identified in one of the organzation's core activities.
4d Other program services (Describe in Schedule O.)
(Expenses $ 9,292,899 including grants of $ 8,895,130 ) (Revenue $ 1,066,846 )
4e Total program service expensesMediumBullet47,703,605
Form 990 (2012)
Form 990 (2012)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If “Yes,” complete Schedule AClick to see attachment........................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? Click to see attachment...
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If “Yes,” complete Schedule C, Part I..........
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If “Yes,” complete Schedule C, Part II........
4
 
No
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If “Yes,” complete Schedule C,
Part III
............................
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If “Yes,” complete Schedule D, Part I........................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If “Yes,” complete Schedule D, Part II
...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If “Yes,” complete Schedule D, Part III ....................
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If “Yes,” complete Schedule D, Part IV..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? If “Yes,” complete Schedule D, Part VClick to see attachment......
10
Yes
 
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10?
If “Yes,” complete Schedule D, Part VI.Click to see attachment
...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VII.......
11b
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VIII.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part IX............
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If “Yes,” complete Schedule D, Part XClick to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If “Yes,” complete Schedule D, Part X.........................
11f
 
No
12a
Did the organization obtain separate, independent audited financial statements for the tax year?
If “Yes,” complete Schedule D, Parts XI and XII Click to see attachment.................
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If “Yes,” and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If “Yes,” complete Schedule E....
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States?.....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If “Yes,” complete Schedule F, Parts I and IV.........
14b
 
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or assistance to any organization or entity located outside the United States? If “Yes,” complete Schedule F, Parts II and IV
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or assistance to individuals located outside the United States? If “Yes,” complete Schedule F, Parts III and IV...
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If “Yes,” complete Schedule G, Part I (see instructions)....
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If “Yes,” complete Schedule G, Part II............ Click to see attachment
18
Yes
 
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If “Yes,” complete Schedule G, Part III...................
19
 
No
20a
Did the organization operate one or more hospital facilities? If “Yes,” complete Schedule H....
20a
 
No
b
If “Yes” to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
Form 990 (2012)
Form 990 (2012)
Page 4
Part IV
Checklist of Required Schedules (continued)
21
Did the organization report more than $5,000 of grants and other assistance to any government or organization in the United States on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II... Click to see attachment
21
Yes
 
22
Did the organization report more than $5,000 of grants and other assistance to individuals in the United States on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........ Click to see attachment
22
Yes
 
23
Did the organization answer “Yes” to Part VII, Section A, line 3, 4, or 5 about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If “Yes,” complete Schedule J....................... Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25................
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds?
......................
24c
 
 
d
Did the organization act as an “on behalf of” issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If “Yes,” complete Schedule L, Part I........
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If “Yes,” complete Schedule L, Part I...................
25b
 
No
26
Was a loan to or by a current or former officer, director, trustee, key employee, highest compensated employee, or disqualified person outstanding as of the end of the organization’s tax year? If “Yes,” complete Schedule L,
Part II
..........................
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If “Yes,” complete Schedule L, Part III.........
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If “Yes,” complete Schedule L, Part IV ..........................
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If “Yes,”
complete Schedule L, Part IV
.....................
28b
 
No
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner? If “Yes,” complete Schedule L, Part IV...
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If “Yes,” complete Schedule M..Click to see attachment
29
Yes
 
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If “Yes,” complete Schedule M.............
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If “Yes,” complete Schedule N,
Part I
...........................
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If “Yes,” complete Schedule N, Part II......................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If “Yes,” complete Schedule R, Part I........
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If “Yes,” complete Schedule R, Part II, III, or IV, and Part V, line 1........................ Click to see attachment
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
Yes
 
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If “Yes,” complete Schedule R, Part V, line 2... Click to see attachment
35b
Yes
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If “Yes,” complete Schedule R, Part V, line 2.............
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If “Yes,” complete Schedule R, Part VI
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2012)
Form 990 (2012)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response to any question in this Part V ...............
Yes
No
1a
Enter the number reported in Box 3 of Form 1096 Enter -0- if not applicable ..
1a
59
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
131
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
 
No
b
If “Yes,” has it filed a Form 990-T for this year? If “No,” provide an explanation in Schedule O.....
3b
 
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)?..........................
4a
Yes
 
b
If "Yes," enter the name of the foreign country: MediumBulletCJ , VI
See instructions for filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts.
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If “Yes,” to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions?...
6a
 
No
b
If “Yes,” did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?........................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?....................
7a
Yes
 
b
If “Yes,” did the organization notify the donor of the value of the goods or services provided?.....
7b
Yes
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?...........................
7c
 
No
d
If “Yes,” indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?............................
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?............................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess business holdings at any time during the year?............
8
 
No
9
Sponsoring organizations maintaining donor advised funds.
a
Did the organization make any taxable distributions under section 4966?..........
9a
 
 
b
Did the organization make a distribution to a donor, donor advisor, or related person?.......
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If “Yes,” enter the amount of tax-exempt interest received or accrued during the year. ....................
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note.
See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If “No,” provide an explanation in Schedule O..
14b
 
 
Form 990 (2012)
Form 990 (2012)
Page 6
Part VI
Governance, Management, and Disclosure For each “Yes” response to lines 2 through 7b below, and for a “No” response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response to any question in this Part VI ...............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year .....................
1a
68
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent ...................
1b
67
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
 
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? ...........................
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
 
No
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
 
No
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .........................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If “Yes,” provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If “Yes,” did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If “No,” go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If “Yes,” describe in Schedule O how this was done.......................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If “Yes,” did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
AL
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how), the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, physical address, and telephone number of the person who possesses the books and records of the organization:
MediumBulletDenene Lemke3600 8th Avenue SouthBirminghamAL35222 (205) 458-2091
Form 990 (2012)
Form 990 (2012)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response to any question in this Part VII ...............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and Title
(B)
Average hours per week (list any hours for related organizations below dotted line)
(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(D)
Reportable compensation from the organization (W- 2/1099-MISC)
(E)
Reportable compensation from related organizations (W- 2/1099-MISC)
(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;
(1) Charles W Jones........................................................................
Chairman of the Board
20
.......................0
X   X       0 0 0
(2) George Gambrill Lynn........................................................................
Immediate Past Chairman of the Board
1
.......................0
X           0 0 0
(3) John A Langloh........................................................................
President & CEO
40
.......................2
X   X       295,774 0 53,955
(4) Alice M Williams........................................................................
Secretary
5
.......................0
X   X       0 0 0
(5) Terry D Kellogg........................................................................
Treasurer and Chair Elect
1
.......................0
X   X       0 0 0
(6) Robert B Aland........................................................................
Executive Committee Member
1
.......................0
X           0 0 0
(7) Charles Ball........................................................................
Executive Committee Member
1
.......................0
X           0 0 0
(8) Nelson Bean........................................................................
Executive Committee Member
1
.......................0
X           0 0 0
(9) Richard Bielen........................................................................
Executive Committee Member
1
.......................0
X           0 0 0
(10) Chip Bivins........................................................................
Executive Committee Member
1
.......................0
X           0 0 0
(11) William Blackman Jr........................................................................
Executive Committee Member
1
.......................0
X           0 0 0
(12) Todd Carlisle........................................................................
Executive Committee Member
1
.......................0
X           0 0 0
(13) Sheryl W Kimerling........................................................................
Executive Committee Member
1
.......................0
X           0 0 0
(14) Gene Kirkconnell........................................................................
Executive Committee Member
1
.......................0
X           0 0 0
(15) Gordon Martin........................................................................
Executive Committee Member
1
.......................0
X           0 0 0
(16) Bill Morton........................................................................
Executive Committee Member
1
.......................0
X           0 0 0
(17) Gray Plosser........................................................................
Executive Committee Member
1
.......................0
X           0 0 0
Form 990 (2012)
Form 990 (2012)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title
(B)
Average hours per week (list any hours for related organizations below dotted line)
(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(D)
Reportable compensation from the organization (W- 2/1099-MISC)
(E)
Reportable compensation from related organizations (W- 2/1099-MISC)
(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;
(18) Alan Rogers........................................................................
Executive Committee Member
1
.......................0
X           0 0 0
(19) Victor T Adamo........................................................................
Board Member
1
.......................0
X           0 0 0
(20) Walter Body........................................................................
Board Member
1
.......................0
X           0 0 0
(21) Charles S Caldwell III........................................................................
Board Member
1
.......................0
X           0 0 0
(22) Curtis Capps........................................................................
Board Member
1
.......................0
X           0 0 0
(23) Matthew Chapman........................................................................
Board Member
1
.......................0
X           0 0 0
(24) James W Childs Jr........................................................................
Board Member
1
.......................0
X           0 0 0
(25) Doug Coltharp........................................................................
Board Member
1
.......................0
X           0 0 0
(26) Leigh Collier........................................................................
Board Member
1
.......................0
X           0 0 0
(27) Malena Cunningham........................................................................
Board Member
1
.......................0
X           0 0 0
(28) Matthew Dent........................................................................
Board Member
1
.......................0
X           0 0 0
(29) Mark Drew........................................................................
Board Member
1
.......................0
X           0 0 0
(30) Will Ferniany........................................................................
Board Member
1
.......................0
X           0 0 0
(31) Nancy Collat Goedecke........................................................................
Board Member
1
.......................0
X           0 0 0
(32) Eleanor Griffin........................................................................
Board Member
1
.......................0
X           0 0 0
(33) William K Holbrook........................................................................
Board Member
1
.......................0
X           0 0 0
(34) James F Hughey........................................................................
Board Member
1
.......................0
X           0 0 0
(35) Mallie Ireland........................................................................
Board Member
1
.......................0
X           0 0 0
(36) Felyicia Jerald........................................................................
Board Member
1
.......................0
X           0 0 0
(37) Sandy Killion........................................................................
Board Member
1
.......................0
X           0 0 0
(38) Greg King........................................................................
Board Member
1
.......................0
X           0 0 0
(39) P Kay Kornmeier........................................................................
Board Member
1
.......................0
X           0 0 0
(40) Coleman Loper........................................................................
Board Member
1
.......................0
X           0 0 0
(41) Michael Luce........................................................................
Board Member
1
.......................0
X           0 0 0
(42) Lucy Thompson Marsh........................................................................
Board Member
1
.......................0
X           0 0 0
(43) Susan Matlock........................................................................
Board Member
1
.......................0
X           0 0 0
(44) Fred McCallum........................................................................
Board Member
1
.......................0
X           0 0 0
(45) Charles D McCrary........................................................................
Board Member
1
.......................0
X           0 0 0
(46) Frank R Miller........................................................................
Board Member
1
.......................0
X           0 0 0
(47) Richard Murray IV........................................................................
Board Member
1
.......................0
X           0 0 0
(48) Linda Nelson........................................................................
Board Member
1
.......................0
X           0 0 0
(49) Raymond W Perez........................................................................
Board Member
1
.......................0
X           0 0 0
(50) Rica Lewis Payton........................................................................
Board Member
1
.......................0
X           0 0 0
(51) Taylor Pursell........................................................................
Board Member
1
.......................0
X           0 0 0
(52) Charles W Raine........................................................................
Board Member
1
.......................0
X           0 0 0
(53) Rena Ramsey........................................................................
Board Member
1
.......................0
X           0 0 0
(54) Alan Register........................................................................
Board Member
1
.......................0
X           0 0 0
(55) Dudley C Reynolds........................................................................
Board Member
1
.......................0
X           0 0 0
(56) Allen W Ritchie........................................................................
Board Member
1
.......................0
X           0 0 0
(57) Edmund K Seibels........................................................................
Board Member
1
.......................0
X           0 0 0
(58) Mike Shannon........................................................................
Board Member
1
.......................0
X           0 0 0
(59) Pam Siddall........................................................................
Board Member
1
.......................0
X           0 0 0
(60) James C Smith........................................................................
Board Member
1
.......................0
X           0 0 0
(61) Yolando Northorp Sullivan........................................................................
Board Member
1
.......................0
X           0 0 0
(62) William C Taylor........................................................................
Board Member
1
.......................0
X           0 0 0
(63) John Thompson........................................................................
Board Member
1
.......................0
X           0 0 0
(64) C Reynolds Thompson........................................................................
Board Member
1
.......................0
X           0 0 0
(65) W Lee Thuston........................................................................
Board Member
1
.......................0
X           0 0 0
(66) Samuel M Tortorici........................................................................
Board Member
1
.......................0
X           0 0 0
(67) David Turner........................................................................
Board Member
1
.......................0
X           0 0 0
(68) Macaroy Underwood........................................................................
Board Member
1
.......................0
X           0 0 0
(69) Donta Wilson........................................................................
Board Member
1
.......................0
X           0 0 0
(70) Quittie Wilson........................................................................
Board Member
1
.......................0
X           0 0 0
(71) Kelly L Carlton........................................................................
Executive VP Finance & CFO
40.00
.......................2
    X       151,456 0 35,709
(72) Ellyn Grady........................................................................
Sr VP Resource Development
40
.......................0
        X   131,250 0 16,427
(73) Harry Brown........................................................................
Sr VP Community Planning & Initiatives
40
.......................2
        X   120,031 0 19,515
(74) Samuetta Nesbit........................................................................
Sr VP Communications
40
.......................0
        X   103,005 0 22,067
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 801,516 0 147,673
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organizationMediumBullet5
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If “Yes,” complete Schedule J for such individual ..............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If “Yes,” complete Schedule J for such individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If “Yes,” complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address
(B)
Description of services
(C)
Compensation
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet0
Form 990 (2012)
Form 990 (2012)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response to any question in this Part VIII ..............
(A)
Total revenue
(B)
Related or
exempt
function
revenue
(C)
Unrelated
business
revenue
(D)
Revenue
excluded from
tax under sections
512, 513, or 514
Contributions, Gifts, Grants and Other Similar Amounts 1a Federated campaigns..1a 123,487
b Membership dues....1b 0
c Fundraising events....1c 14,081
d Related organizations...1d 0
e Government grants (contributions)1e 9,610,826
f All other contributions, gifts, grants, and
similar amounts not included above
1f
37,668,871
g Noncash contributions included in lines
1a-1f:$
46,600
h Total. Add lines 1a-1f.......MediumBullet 47,417,265
 Program Service Revenue Business Code
2a Sales and service to the public 561000 458,261 458,261 0 0
b Rental income - agencies 531120 153,734 153,734 0 0
c Campaign management fees 900099 126,922 126,922 0 0
d
e
f All other program service revenue . 0 0 0 0
g Total. Add lines 2a–2f........MediumBullet 738,917
 Other Revenue 3 Investment income (including dividends, interest, and other similar amounts).......MediumBullet 844,384 0 0 844,384
4 Income from investment of tax-exempt bond proceeds..MediumBullet 0 0 0 0
5 Royalties...........MediumBullet 0 0 0 0
(i) Real (ii) Personal
6a Gross rents    
b Less: rental expenses    
c Rental income or (loss) 0 0
d Net rental income or (loss).......MediumBullet        
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 262,440 0
b Less: cost or other basis and sales expenses 0 106,797
c Gain or (loss) 262,440 -106,797
d Net gain or (loss)..........MediumBullet 155,643 0 0 155,643
8a Gross income from fundraising events (not including
$ 14,081
of contributions reported on line 1c). See Part IV, line 18 ..
a 30,848
b Less: direct expenses ...b 61,664
c Net income or (loss) from fundraising events..MediumBullet -30,816 0 -30,816
9a Gross income from gaming activities.
See Part IV, line 19 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from gaming activities...MediumBullet        
10a Gross sales of inventory, less
returns and allowances .
a  
b Less: cost of goods sold ..b  
c Net income or (loss) from sales of inventory..MediumBullet        
Miscellaneous Revenue Business Code
11a Cost recovery fees 561000 266,029 266,029 0 0
b Miscellaneous 900099 61,900 61,900 0 0
c            
d All other revenue .... 0 0 0 0
e Total. Add lines 11a–11d ...... MediumBullet 327,929
12 Total revenue. See Instructions......MediumBullet 49,453,322 1,066,846 0 969,211
Form 990 (2012)
Form 990 (2012)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response to any question in this Part IX ...............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII.
(A)
Total expenses
(B)
Program service expenses
(C)
Management and general expenses
(D)
Fundraising expenses
1 Grants and other assistance to governments and organizations in the United States. See Part IV, line 21 32,806,869 32,806,869
2 Grants and other assistance to individuals in the United States. See Part IV, line 22 184,377 184,377
3 Grants and other assistance to governments, organizations, and individuals outside the United States. See Part IV, lines 15 and 16 0 0
4 Benefits paid to or for members 0 0
5 Compensation of current officers, directors, trustees, and key employees .... 539,958 63,625 440,372 35,961
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .... 0 0 0 0
7 Other salaries and wages 4,554,250 2,157,534 1,007,035 1,389,681
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 527,024 277,807 110,464 138,753
9 Other employee benefits ....... 778,614 471,491 147,476 159,647
10 Payroll taxes ........... 375,899 173,721 91,643 110,535
11 Fees for services (non-employees):        
a Management ...... 0 0 0 0
b Legal ......... 13,193 7,930 5,263 0
c Accounting ........... 149,139 68,578 80,561 0
d Lobbying ........... 0 0 0 0
e Professional fundraising services. See Part IV, line 17 0 0
f Investment management fees ...... 97,573 0 97,573 0
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) ........ 866,909 832,130 29,552 5,227
12 Advertising and promotion .... 468,171 163,988 350 303,833
13 Office expenses ....... 1,526,562 1,128,751 105,482 292,329
14 Information technology ...... 142,847 72,823 56,214 13,810
15 Royalties .. 0 0 0 0
16 Occupancy ........... 335,639 101,714 115,015 118,910
17 Travel ............ 295,585 217,885 19,165 58,535
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ...... 0 0 0 0
19 Conferences, conventions, and meetings .... 56,013 10,628 15,500 29,885
20 Interest ........... 0 0 0 0
21 Payments to affiliates ....... 384,553 348,456 16,590 19,507
22 Depreciation, depletion, and amortization ..... 304,288 200,825 95,649 7,814
23 Insurance .............. 65,224 29,207 34,693 1,324
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a Allocation of technology expenses 0 188,850 -302,312 113,462
b Allocation of communication expenses 0 85,055 49,115 -134,170
c Medical/health services 6,115,751 6,115,751 0 0
d Initiative funding 1,851,418 1,851,418 0 0
e All other expenses 205,404 144,192 55,817 5,395
25 Total functional expenses. Add lines 1 through 24e 52,645,260 47,703,605 2,271,217 2,670,438
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2012)
Form 990 (2012)
Page 11
Part X Balance Sheet Check if Schedule O contains a response to any question in this Part X ...............
(A)
Beginning of year
(B)
End of year
Assets 1 Cash—non-interest-bearing ............. 246,826 1 245,940
2 Savings and temporary cash investments ......... 14,486,200 2 11,022,030
3 Pledges and grants receivable, net ........... 37,797,398 3 38,339,348
4 Accounts receivable, net ............. 1,523,615 4 2,392,490
5 Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L ..................
0 5 0
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L
0 6 0
7 Notes and loans receivable, net ............. 0 7 0
8 Inventories for sale or use .............. 21,725 8 22,190
9 Prepaid expenses and deferred charges .......... 46,076 9 70,035
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 6,032,080
b Less: accumulated depreciation ..... 10b 3,028,330 3,379,538 10c 3,003,750
11 Investments—publicly traded securities .......... 27,350,112 11 27,957,329
12 Investments—other securities. See Part IV, line 11 ..... 3,628,036 12 3,828,120
13 Investments—program-related. See Part IV, line 11 ..... 0 13 0
14 Intangible assets ............... 0 14 0
15 Other assets. See Part IV, line 11 ........... 2,501,535 15 2,629,490
16 Total assets. Add lines 1 through 15 (must equal line 34)...... 90,981,061 16 89,510,722
Liabilities 17 Accounts payable and accrued expenses ......... 14,731,485 17 15,499,580
18 Grants payable ................. 0 18 0
19 Deferred revenue ................ 0 19 0
20 Tax-exempt bond liabilities ............. 0 20 0
21 Escrow or custodial account liability. Complete Part IV of Schedule D.. 0 21 0
22 Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L.......... 0 22 0
23 Secured mortgages and notes payable to unrelated third parties .. 0 23 0
24 Unsecured notes and loans payable to unrelated third parties .... 0 24 0
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D.................... 6,116,945 25 6,246,465
26 Total liabilities. Add lines 17 through 25......... 20,848,430 26 21,746,045
Net Assets or Fund Balance Organizations that follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets .............. 27,258,824 27 27,253,072
28 Temporarily restricted net assets ........... 37,864,905 28 35,167,576
29 Permanently restricted net assets ........... 5,008,902 29 5,344,029
Organizations that do not follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds ........   30  
31 Paid-in or capital surplus, or land, building or equipment fund .....   31  
32 Retained earnings, endowment, accumulated income, or other funds   32  
33 Total net assets or fund balances ........... 70,132,631 33 67,764,677
34 Total liabilities and net assets/fund balances ........ 90,981,061 34 89,510,722
Form 990 (2012)
Form 990 (2012)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response to any question in this Part XI ...............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
49,453,322
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
52,645,260
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
-3,191,938
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
70,132,631
5
Net unrealized gains (losses) on investments ...............
5
1,088,451
6
Donated services and use of facilities .................
6
0
7
Investment expenses .....................
7
0
8
Prior period adjustments .....................
8
0
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
-264,467
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
67,764,677
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response to any question in this Part XII ..............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If “Yes,” to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?
3a
Yes
 
b
If “Yes,” did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits
3b
Yes
 
Form 990 (2012)
Form 990, Special Condition Description:
Special Condition Description
Additional Data


Software ID: 12000197
Software Version: v1.00
SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section
4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ. right arrow See separate instructions.
OMB No. 1545-0047
2012
Open to Public
Inspection
Name of the organization
UNITED WAY OF CENTRAL ALABAMA INC
 
Employer identification number

63-0288846
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
f
g
(i) A person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the supported organization? ................
11g(i)
 
 
(ii) A family member of a person described in (i) above? ......................
11g(ii)
 
 
(iii) A 35% controlled entity of a person described in (i) or (ii) above? ................
11g(iii)
 
 
h
Provide the following information about the supported organization(s).
(i) Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 9 above or IRC section (see instructions)) (iv) Is the organization in col. (i) listed in your governing document? (v) Did you notify the organization in col. (i) of your support? (vi) Is the organization in col. (i) organized in the U.S.? (vii) Amount of monetary support
Yes No Yes No Yes No
Total                  

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2012
Schedule A (Form 990 or 990-EZ) 2012
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2008 (b) 2009 (c) 2010 (d) 2011 (e) 2012 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .... 45,265,035 44,973,827 45,211,556 55,495,894 47,417,265 238,363,577
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....... 0 0 0 0 0 0
3 The value of services or facilities furnished by a governmental unit to the organization without charge.. 0 0 0 0 0 0
4 Total. Add lines 1 through 3 45,265,035 44,973,827 45,211,556 55,495,894 47,417,265 238,363,577
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..           0
6 Public support. Subtract line 5 from line 4.           238,363,577
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2008 (b) 2009 (c) 2010 (d) 2011 (e) 2012 (f) Total
7 Amounts from line 4.. 45,265,035 44,973,827 45,211,556 55,495,894 47,417,265 238,363,577
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... 1,281,214 815,212 698,552 773,814 844,384 4,413,176
9 Net income from unrelated business activities, whether or not the business is regularly carried on.. 0 0 0 0 0 0
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.).. 710,938 62,011 41,733 211,456 327,930 1,354,068
11 Total support (Add lines 7 through 10).           244,130,821
12
12
3,907,091
13
First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization, check this box and stop here........................................right arrow
Section C. Computation of Public Support Percentage
14
14
97.638 %
15
15
97.359 %
16a
b
17a
b
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990 or 990-EZ) 2012
Schedule A (Form 990 or 990-EZ) 2012
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2008 (b) 2009 (c) 2010 (d) 2011 (e) 2012 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......            
3 Gross receipts from activities that are not an unrelated trade or business under section 513..            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge..            
6 Total. Add lines 1 through 5.            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons...            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public support (Subtract line 7c from line 6.)            
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2008 (b) 2009 (c) 2010 (d) 2011 (e) 2012 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.) ..            
13 Total support. (Add lines 9, 10c, 11, and 12.)..            
14
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2012
Schedule A (Form 990 or 990-EZ) 2012
Page 4
Part IV
Supplemental Information. Complete this part to provide the explanations required by Part II, line 10; Part II, line 17a or 17b; and Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Explanation
Other income consists primarily of cost recovery fees from designed pledges and processing regional campaigns and travel reimbursements from United Way Worldwide.
 
 
 
Schedule A (Form 990 or 990-EZ) 2012

Additional Data


Software ID: 12000197
Software Version: v1.00
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors
Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
OMB No. 1545-0047
2012
Name of the organization
UNITED WAY OF CENTRAL ALABAMA INC
 
Employer identification number

63-0288846
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ





Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......................... Arrow Bullet   $    
Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2 of its Form 990; or check the box on line H of its
Form 990-EZ or on Part I, line 2 of its Form 990-PF, to certify that it does not meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2012)

Schedule B (Form 990, 990-EZ, or 990-PF) (2012)
Page 2
Name of organization
UNITED WAY OF CENTRAL ALABAMA INC
 
Employer identification number

63-0288846
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
     
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
RESTRICTED
RESTRICTED
 

     
RESTRICTED
RESTRICTED  
RESTRICTED, RESTRICTED   RESTRICTED

$RESTRICTED


(Complete Part II if there is a noncash contribution.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 

     
 
   

$  


(Complete Part II if there is a noncash contribution.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 

     
 
   

$  


(Complete Part II if there is a noncash contribution.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 

     
 
   

$  


(Complete Part II if there is a noncash contribution.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 

     
 
   

$  


(Complete Part II if there is a noncash contribution.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 

     
 
   

$  


(Complete Part II if there is a noncash contribution.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2012)

Schedule B (Form 990, 990-EZ, or 990-PF) (2012)
Page 3
Name of organization
UNITED WAY OF CENTRAL ALABAMA INC
 
Employer identification number

63-0288846
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
     
(a) No.
from
Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
(a) No.
from
Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
(a) No.
from
Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
(a) No.
from
Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
(a) No.
from
Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
(a) No.
from
Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2012)

Schedule B (Form 990, 990-EZ, or 990-PF) (2012)
Page 4
Name of organization
UNITED WAY OF CENTRAL ALABAMA INC
 
Employer identification number

63-0288846
Part III
Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
that total more than $1,000 for the year. Complete columns (a) through (e) and the following line entry.
For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  

Use duplicate copies of Part III if additional space is needed.
(a) No.
from
Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2012)

Additional Data


Software ID: 12000197
Software Version: v1.00
SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," to Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b
SchDMd Bullet Attach to Form 990. SchDMd Bullet See separate instructions.
OMB No. 1545-0047
2012
Open to Public Inspection
Name of the organization
UNITED WAY OF CENTRAL ALABAMA INC
 
Employer identification number

63-0288846
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .........    
2 Aggregate contributions to (during year) ...    
3 Aggregate grants from (during year) .....    
4 Aggregate value at end of year ........    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ....................... 2a  
b Total acreage restricted by conservation easements .................. 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 8/17/06, and not on a historic structure listed in the National Register .................... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and
enforcement of the conservation easements it holds? .............................
6
Staff and volunteer hours devoted to monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .......................................
9
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" to Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:
(i)
Revenues included in Form 990, Part VIII, line 1 ........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ..............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 (ASC 958) relating to these items:
a
Revenues included in Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2012

Schedule D (Form 990) 2012
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?........
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990,
Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b
If "Yes," explain the arrangement in Part XIII and complete the following table:
Amount
c Beginning balance ................................. 1c  
d Additions during the year .............................. 1d  
e Distributions during the year ............................. 1e  
f Ending balance ................................... 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21? .....................
b
If “Yes,” explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ........
Part V
Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
(a)Current year (b)Prior year b (c)Two years back (d)Three years back (e)Four years back
1a Beginning of year balance .... 12,468,771 12,293,335 11,458,785 10,215,775 11,570,673
b Contributions ........ 625,038 422,974 269,166 115,616 1,220,378
c Net investment earnings, gains, and losses 951,385 105,260 812,288 1,423,656 -2,223,146
d Grants or scholarships ..... 0 0 0 0 0
e Other expenditures for facilities
and programs ........
1,333,440 300,080 195,369 242,792 302,660
f Administrative expenses .... 53,132 52,718 51,535 53,470 49,470
g End of year balance ...... 12,658,622 12,468,771 12,293,335 11,458,785 10,215,775
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet54.137 %
b
Permanent endowment SchDMd Bullet42.217 %
c
Temporarily restricted endowment SchDMd Bullet3.646 %
The percentages in lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations ........................
3a(i)
Yes
 
(ii) related organizations ........................
3a(ii)
 
No
b
If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis (investment) (b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land ................. 0 219,630 219,630
b Buildings ................ 1,100,000 1,322,811 1,102,458 1,320,353
c Leasehold improvements ............ 0 1,787,320 727,868 1,059,452
d Equipment ................ 0 1,509,655 1,198,004 311,651
e Other ................. 0 92,664 0 92,664
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......SchDMdBullet 3,003,750
Schedule D (Form 990) 2012

Schedule D (Form 990) 2012
Page 3
Part VII
Investments—Other Securities. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)
(b)Book value (c) Method of valuation:
Cost or end-of-year market value
(1)Financial derivatives    
(2)Closely-held equity interests    
Other








Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet  
Part VIII
Investments—Program Related. See Form 990, Part X, line 13.
(a) Description of investment type (b) Book value (c) Method of valuation:
Cost or end-of-year market value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. See Form 990, Part X, line 15.
(a) Description (b) Book value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
Federal income taxes 0
Liability for pension benefits 3,707,992
Reserve for self insurance plan 1,037,200
Reserve for AFI programs 777,082
Postretirement benefit liability 681,346
Other liabilities 42,845




Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 6,246,465
2. Fin 48 (ASC 740) Footnote. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII .....................................................
Schedule D (Form 990) 2012

Schedule D (Form 990) 2012
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
1 Total revenue, gains, and other support per audited financial statements ....... 1 44,800,100
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains on investments .......... 2a 1,088,451
b Donated services and use of facilities ......... 2b 28,692
c Recoveries of prior year grants ........... 2c 0
d Other (Describe in Part XIII.) ............ 2d 1,784,380
e Add lines 2a through 2d ..................... 2e 2,901,523
3 Subtract line 2e from line 1..................... 3 41,898,577
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a 104,970
b Other (Describe in Part XIII.) ........... 4b 7,449,775
c Add lines 4a and 4b....................... 4c 7,554,745
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 49,453,322
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
1 Total expenses and losses per audited financial statements ........... 1 46,309,331
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities .......... 2a 28,692
b Prior year adjustments .............. 2b 0
c Other losses ................ 2c 0
d Other (Describe in Part XIII.) ............ 2d 1,190,124
e Add lines 2a through 2d...................... 2e 1,218,816
3 Subtract line 2e from line 1..................... 3 45,090,515
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a 104,970
b Other (Describe in Part XIII.) ............ 4b 7,449,775
c Add lines 4a and 4b....................... 4c 7,554,745
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 52,645,260
Part XIII
Supplemental Information
Complete this part to provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Identifier Return Reference Explanation
SchD_P05_S00_L04 Schedule D, Part V, Line 4 The endowment of the United Way of Central Alabama (UWCA) is made up of assets committed to the long-term or perpetual use of UWCA where the principle is invested and the earnings from the gifts are used to fund specified projects or programs as determined by the intent of the donor within the guidelines and direction of the Board of Directors. Funds generated by the endowment support four focus areas of UWCA's mission: (1) supporting health and human services to assist partners extend their outreach in the community; (2) addressing emerging needs by bringing area organizations and leaders together to address issues specifically identified as prevalent in the community; (3) offering crisis assistance and emergency preparedness following natural disasters and economic crisis; and (4) meeting the greatest needs of the community with unrestricted funds allocated by our volunteers and our Board to specific solutions for area wide issues and problems.
SchD_P11_S00_L02d Schedule D, Part XI, Line 2d Subsidiary revenue included on consolidated audited financials not reported on Form 990 and special event expenses shown as expenses on consolidated audited financials but reported net of revenue for Form 990 purposes.
SchD_P11_S00_L04b Schedule D, Part XI, Line 4b Expenses reported net of revenue on the consolidated audited financial statements but as expenses on Form 990.
SchD_P12_S00_L02d Schedule D, Part XII, Line 2d Expenses from subsidiary and affiliate reported on consolidated audit report.
SchD_P12_S00_L04b Schedule D, Part XII, Line 4b Expenses reported net of revenue for audit purposes.
Schedule D (Form 990) 2012

Additional Data


Software ID: 12000197
Software Version: v1.00




SCHEDULE G (Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Supplemental Information Regarding
Fundraising or Gaming Activities
Complete if the organization answered "Yes" to Form 990, Part IV, lines 17, 18, or 19, or if the organization entered more than $15,000 on Form 990-EZ, line 6a. Form 990-EZ filers are not required to complete this part. right arrowAttach to Form 990 or Form 990-EZ. right arrowSee separate instructions.
OMB No. 1545-0047
2012
Open to Public Inspection
Name of the organization
UNITED WAY OF CENTRAL ALABAMA INC
 
Employer identification number

63-0288846
Part I
Fundraising Activities. Complete if the organization answered "Yes" to Form 990, Part IV, line 17.
1
Indicate whether the organization raised funds through any of the following activities. Check all that apply.
a e
b f
c g
d
2a
Did the organization have a written or oral agreement with any individual (including officers, directors, trustees
or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services?
b
If “Yes,” list the ten highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is
to be compensated at least $5,000 by the organization.
(i) Name and address of individual
or entity (fundraiser)
(ii) Activity (iii) Did fundraiser have custody or control of contributions? (iv) Gross receipts
from activity
(v) Amount paid to
(or retained by)
fundraiser listed in
col. (i)
(vi) Amount paid to
(or retained by)
organization
Yes No
             
             
             
             
             
             
             
             
             
             
Total .................right arrow      
3
List all states in which the organization is registered or licensed to solicit funds or has been notified it is exempt from registration or licensing.
For Paperwork Reduction Act Notice, see the Instructions for Form 990or 990-EZ.
Cat. No. 50083H
Schedule G (Form 990 or 990-EZ) 2012
Schedule G (Form 990 or 990-EZ) 2012
Page 2
Part II
Fundraising Events. Complete if the organization answered "Yes" to Form 990, Part IV, line 18, or reported more than $15,000 of fundraising event contributions and gross income on Form 990-EZ, lines 1 and 6b. List events with gross receipts greater than $5,000.
(a) Event #1

Campaign Kickoff
(event type)
(b) Event #2

Cooking for a Cause
(event type)
(c) Other events

2
(total number)
(d) Total events
(add col. (a) through col. (c))
VerticalRevenue 1 Gross receipts . . . 29,026 6,645 9,258 44,929
2 Less: Contributions . . 14,081 0 0 14,081
3 Gross income (line 1
minus line 2) . . .
14,945 6,645 9,258 30,848
VerticalDirectExpenses 4 Cash prizes . . . 0 0 0 0
5 Noncash prizes . . 0 0 0 0
6 Rent/facility costs . . 3,470 0 4,920 8,390
7 Food and beverages . 17,248 697 10,223 28,168
8 Entertainment . . . 7,900 0 0 7,900
9 Other direct expenses . 4,545 5,259 7,402 17,206
10 Direct expense summary. Add lines 4 through 9 in column (d) ........... right arrow 61,664
11 Net income summary. Combine line 3, column (d), and line 10. .......... right arrow -30,816
Part III
Gaming. Complete if the organization answered "Yes" to Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a.
VerticalRevenue (a) Bingo (b) Pull tabs/Instant
bingo/progressive bingo
(c) Other gaming (d) Total gaming (add col.(a) through col.(c))
1 Gross revenue . . . .        
VerticalDirectExpenses 2 Cash prizes . . . .        
3 Non-cash prizes . . .        
4 Rent/facility costs . . .        
5 Other direct expenses . .        
6 Volunteer labor . . .
 
 
 
7 Direct expense summary. Add lines 2 through 5 in column (d) ........... right arrow  
8 Net gaming income summary. Combine lines 1 and 7 in column (d) .......... right arrow  
9
Enter the state(s) in which the organization operates gaming activities:
a
Is the organization licensed to operate gaming activities in each of these states? ............
b
If "No," explain:
 
10a
Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? .....
b
If "Yes," explain:
 
Schedule G (Form 990 or 990-EZ) 2012
Schedule G (Form 990 or 990-EZ) 2012
Page 3
11
Does the organization operate gaming activities with nonmembers? .................
12
Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity
formed to administer charitable gaming? ..........................
13
Indicate the percentage of gaming activity operated in:
a
The organization's facility ......................
13a
 
b
An outside facility ........................
13b
 
14
Enter the name and address of the person who prepares the organization's gaming/special events books and records:
Name right arrow
Address right arrow
15a
Does the organization have a contract with a third party from whom the organization receives gaming
revenue? ......................................
b
If "Yes," enter the amount of gaming revenue received by the organization right arrow $   and the
amount of gaming revenue retained by the third party right arrow $   .
c
If "Yes," enter name and address of the third party:
Name right arrow
Address right arrow
 
 
16
Gaming manager information:
Name right arrow
Gaming manager compensation right arrow $  
Description of services provided right arrow
 
17
Mandatory distributions:
a
Is the organization required under state law to make charitable distributions from the gaming proceeds to
retain the state gaming license? ............................
b
Enter the amount of distributions required under state law distributed to other exempt organizations or spent
in the organization's own exempt activities during the tax year right arrow$  
Part IV
Supplemental Information. Complete this part to provide the explanations required by Part I, line 2b, columns (iii) and (v), and Part III, lines 9, 9b, 10b, 15b, 15c, 16, and 17b, as applicable. Also complete this part to provide any additional information (see instructions).
Identifier Return Reference Explanation
Schedule G (Form 990 or 990-EZ) 2012
Additional Data


Software ID: 12000197
Software Version: v1.00
Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," to Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990
OMB No. 1545-0047
2012
Open to Public
Inspection
Name of the organization
UNITED WAY OF CENTRAL ALABAMA INC
 
Employer identification number
63-0288846
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ....................................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Governments and Organizations in the United States. Complete if the organization answered "Yes" to
Form 990, Part IV, line 21, for any recipient that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government
(b) EIN (c) IRC Code section
if applicable
(d) Amount of cash grant (e) Amount of non-cash
assistance
(f) Method of valuation
(book, FMV, appraisal,
other)
(g) Description of
non-cash assistance
(h) Purpose of grant
or assistance
(1) AG Gaston Boys & Girls Club
2900 Southpark Drive SW
Birmingham,AL35211
63-0514348 501(c)(3) 695,550       General Operating Costs
(2) AIDS Alabama Inc
3521 7th Avenue South
PO Box 55703
Birmingham,AL352553521
58-1727755 501(c)(3) 72,611       General Operating Costs
(3) Alabama Goodwill Industries Inc
2350 Greenspings Highway
Birmingham,AL35205
63-0288794 501(c)(3) 63,772       General Operating Costs
(4) Alabama Head Injury Foundation Inc
3100 Lorna Road Suite 200
Birmingham,AL35216
63-0893496 501(c)(3) 155,363       General Operating Costs
(5) Alabama Kidney Foundation Inc
2012 University Blvd
PO Box 12505
Birmingham,AL35202
51-0189641 501(c)(3) 110,962       General Operating Costs
(6) Aletheia House
201 Finley Avenue West
PO Box 1514
Birmingham,AL35201
63-0644067 501(c)(3) 452,482       General Operating Costs
(7) American Cancer Society
1100 Ireland Way Suite 300
Birmingham,AL35205
13-1788493 501(c)(3) 697,914       General Operating Costs
(8) American Heart Assocation Inc
1449 Medical Park Drive
PO Box 130909
Birmingham,AL35213
58-0566188 501(c)(3) 500,000       General Operating Costs
(9) American Red Cross
950 22nd Street North Suite 750
Birmingham,AL35203
53-0196605 501(c)(3) 3,217,878       General Operating Costs
(10) American Red Cross
CFC PO Box 73857
Chicago,IL606737857
53-0196605 501(c)(3) 11,807       Donor Designated for General Support
(11) America's Charities
Suntrust Bank Wholesale Department
Lockbox 79570
Baltimore,MD21279
54-1517707 501(c)(3) 29,568       Donor Designated for General Support
(12) Animal Charities of America
PO Box 45754
San Francisco,CA94145
94-3193389 501(c)(3) 28,648       Donor Designated for General Support
(13) Arc of Jefferson County
215 21st Avenue South
Birmingham,AL35205
63-0375738 501(c)(3) 597,526       General Operating Costs
(14) Arc of Shelby County
1960H Chandalar Drive
Pelham,AL35124
63-0988453 501(c)(3) 133,900       General Operating Costs
(15) Arc of St Clair County
282 Chula Vista Drive
Pell City,AL352156293
23-7299709 501(c)(3) 94,518       General Operating Costs
(16) Arc of Walker County
745 Russell Dairy Road
Jasper,AL35503
63-0760044 501(c)(3) 382,351       General Operating Costs
(17) Better Basics Inc
200 Beacon Parkway West Suite 200
Birmingham,AL35209
63-1106040 501(c)(3) 82,348       General Operating Costs
(18) Big Brothers Big Sisters of Greater Birmingham
1901 14th Avenue South
Birmingham,AL35205
63-0647080 501(c)(3) 401,000       General Operating Costs
(19) Big Oak Ranch Inc
PO Box 507
Springville,AL35146
23-7413017 501(c)(3) 28,778       Donor Designated for General Support
(20) Birmingham City Schools - Special Needs Fund
PO Box 10007
2015 7th Avenue North
Birmingham,AL352020007
63-6000767 government entity 35,000       General Operating Costs
(21) Birmingham Jewish Federation Inc
3966 Montclair Road
Birmingham,AL35213
63-1045456 501(c)(3) 18,228       Donor Designated for General Support
(22) Birmingham Urban League
1229 3rd Avenue North
PO Box 11269
Birmingham,AL35202
63-0516655 501(c)(3) 210,000       General Operating Costs
(23) Blount County Aid to Homeless Children Program
c/o Blount County Dept of Human Resources
415 5th Avenue East
PO Box 68
Oneonta,AL351210068
63-1104139 government entity 32,250       General Operating Costs
(24) Blount County CASA Association
324 First Avenue E 43
Oneonta,AL35121
01-0754692 501(c)(3) 20,000       General Operating Costs
(25) Blount County Children's Center
106 1st Avenue West
PO Box 906
Oneonta,AL35121
63-0900348 501(c)(3) 112,558       General Operating Costs
(26) Blount County Needy School Children's Fund
c/o Blount County Board of Education
204 2nd Avenue East
PO Box 578
Oneonta,AL351210578
63-6000773 government entity 17,000       General Operating Costs
(27) Blount County Needy School Children's Fund
c/o Blount County Board of Education
204 2nd Avenue East
PO Box 578
Oneonta,AL351210578
63-6000773 government entity 5,438       General Operating Costs
(28) Boy Scouts of America - Black Warrior Council
2700 River Road NE
PO Drawer 3088
Tuscaloosa,AL35403
63-0288816 501(c)(3) 73,037       General Operating Costs
(29) Boy Scouts of America - Greater Alabama Council
516 Liberty Parkway
PO Box 53307
Birmingham,AL35243
63-0288815 501(c)(3) 975,951       General Operating Costs
(30) Boy Scouts of America - Greater Alabama Council
516 Liberty Parkway
PO Box 53307
Birmingham,AL35243
63-0288815 501(c)(3) 24,400       Donor Designated for General Support
(31) Boys & Girls Club of Central Alabama Inc
3821 John Williamson Drive
PO Box 10391
Birmingham,AL352020391
63-0302102 501(c)(3) 660,445       General Operating Costs
(32) Cahaba Valley Health Care
4515 Southlake Parkway Suite 150
Birmingham,AL35244
63-1254350 501(c)(3) 35,000       General Operating Costs
(33) Camp Fire USA Central Alabama Council
106 Oxmoor Road Suite 152
Birmingham,AL35209
63-0498347 501(c)(3) 987,096       General Operating Costs
(34) Camp Fire USA Central Alabama Council
106 Oxmoor Road Suite 152
Birmingham,AL35209
63-0498347 501(c)(3) 17,000       Donor Designated for General Support
(35) CancerCURE of America
Care Understand Research & End
PO Box 45754
San Francisco,CA94145
81-0648432 501(c)(3) 33,165       Donor Designated for General Support
(36) Catholic Charities
PO Box 12047
Birmingham,AL35202
63-0581368 501(c)(3) 17,077       Donor Designated for General Support
(37) Catholic Family Services
1515 12th Avenue South
Birmingham,AL35232
63-0581368 501(c)(3) 149,536       General Operating Costs
(38) Charities Under 1 Percent Overhead
1100 Larkspur Landing Circle
Suite 340
Larkspur,CA94939
27-3132554 501(c)(3) 5,107       Donor Designated for General Support
(39) Childcare Resources
1904 First Avenue North
Birmingham,AL352034006
63-0882628 501(c)(3) 633,984       General Operating Costs
(40) Children First - America's Charities
Suntrust Bank Wholesale Department
Lockbox 79570
Baltimore,MD21279
30-0186795 501(c)(3) 10,055       Donor Designated for General Support
(41) Children's Aid Society
181 West Valley Avenue Suite 300
Birmingham,AL35209
63-0288823 501(c)(3) 943,540       General Operating Costs
(42) Children's Charities of America
PO Box 45754
San Francisco,CA94145
94-3148588 501(c)(3) 12,456       Donor Designated for General Support
(43) Children's Hospital of Alabama
1601 6th Avenue South
Birmingham,AL35233
63-0307306 501(c)(3) 694,491       General Operating Costs
(44) Children's Medical & Research Charities of America
PO Box 45754
San Francisco,CA94145
27-0093393 501(c)(3) 11,096       Donor Designated for General Support
(45) Children's Village Inc
2001 18th Street SW
Birmingham,AL35211
63-6061834 501(c)(3) 17,743       Donor Designated for General Support
(46) Chilton County United Way
PO Box 1104
Clanton,AL350461104
63-0912405 501(c)(3) 67,976       Donor Designated for General Support
(47) Christian Charities USA
PO Box 45754
San Francisco,CA94145
94-3255961 501(c)(3) 16,800       Donor Designated for General Support
(48) Christian Love Pantry Inc
205 Edwin Holladay Place Suite 105
Pell City,AL35125
63-1048552 501(c)(3) 34,680       General Operating Costs
(49) Christian Service Charities
PO Box 79704
Baltimore,MD21279
94-3193374 501(c)(3) 31,691       Donor Designated for General Support
(50) Choctaw County Long Term Recovery Committee Inc
PO Box 693
Butler,AL36904
37-1522486 501(c)(3) 5,136       Donor Designated for Tornado Relief
(51) Church of the Highlands Inc
4700 Highlands Way
Irondale,AL35210
63-1258442 501(c)(3) 9,992       Donor Designated for General Support
(52) Collat Jewish Family Services
3940 Montclair Road Suite 205
Birmingham,AL35213
63-1015318 501(c)(3) 77,875       General Operating Costs
(53) Collat Jewish Family Services
3940 Montclair Road Suite 205
Birmingham,AL35213
63-1015318 501(c)(3) 60,000       Donor Designated for General Support
(54) Community Charities of Alabama
205 20th Street N Suite 210
Birmingham,AL352034706
63-0474320 501(c)(3) 12,046       Donor Designated for General Support
(55) Community Food Bank of Central Alabama
107 Walter Davis Drive
Birmingham,AL35209
63-0837956 501(c)(3) 305,400       General Operating Costs
(56) Community Foundation of Northeast Alabama
PO Box 1826
Anniston,AL362021826
63-0308398 501(c)(3) 5,269       Donor Designated for Tornado Relief
(57) Community Foundation of West Alabama
PO Box 3033
Tuscaloosa,AL35403
63-1225003 501(c)(3) 128,561       Donor Designated for Tornado Relief
(58) Community Health Charities
PO Box 75153
Baltimore,MD21275
13-6167225 501(c)(3) 91,365       Donor Designated for General Support
(59) Community Health Charities of the Southeast Inc
3301 Buckeye Road
Atlanta,GA30341
58-1705677 501(c)(3) 137,322       Donor Designated for General Support
(60) Community Partnership of Alabama Inc
3600 8th Avenue South
PO Box 320189
Birmingham,AL352320189
27-1801693 501(c)(3) 1,651,585       Donor Designated for Tornado Relief
(61) Concerned Citizens for our Youth Inc
Beacon House
PO Box 852
Jasper,AL35502
63-0891624 501(c)(3) 150,000       General Operating Costs
(62) Cooperative Downtown Ministries Inc
dba The Firehouse Shelter
PO Box 11722
Birmingham,AL35202
63-0884164 501(c)(3) 7,432       Donor Designated for General Support
(63) Crippled Children's Foundation
2019 4th Avenue N Ste 101
Birmingham,AL35203
63-0288872 501(c)(3) 10,000       Donor Designated for General Support
(64) Crisis Center Inc
3600 8th Avenue South
Birmingham,AL35222
63-0583947 501(c)(3) 728,742       General Operating Costs
(65) Developing Alabama Youth Foundation Inc
11th Avenue SW and Railroad Street
PO Box 1811
Alabaster,AL35007
63-0848101 501(c)(3) 116,714       General Operating Costs
(66) Independent Living Resources of Greater Birmingham Inc
206 13th Street North
Birmingham,AL35233
58-2039158 501(c)(3) 147,865       General Operating Costs
(67) Downtown Jimmie Hale Mission
PO Box 10472
Birmingham,AL352020472
63-0358757 501(c)(3) 17,100       Donor Designated for General Support
(68) EarthShare
Department 4011
Washington,DC200424011
52-1601960 501(c)(3) 7,505       Donor Designated for General Support
(69) Easter Seals of the Birmingham Area
200 Beacon Parkway West
Birmingham,AL35209
63-0320188 501(c)(3) 176,477       General Operating Costs
(70) Family Connection Inc
Highway 26 E
PO Box 535
Saginaw,AL35137
63-0844906 501(c)(3) 203,087       General Operating Costs
(71) Family Resource Center of Northwest Alabama
PO Box 3429
Jasper,AL355013429
63-0929167 501(c)(3) 150,664       General Operating Costs
(72) Fellowship House Inc
1625 12th Avenue South
Birmingham,AL35205
63-0509822 501(c)(3) 246,608       General Operating Costs
(73) First Light Inc
2230 Fourth Avenue North
Birmingham,AL35203
63-1197189 501(c)(3) 8,215       Donor Designated for General Support
(74) Gateway
1401 20th Street South
Birmingham,AL35205
63-0288854 501(c)(3) 1,182,306       General Operating Costs
(75) Girls Incorporated of Central Alabama
5130 8th Court South
PO Box 130729
Birmingham,AL35213
63-0328643 501(c)(3) 818,442       General Operating Costs
(76) Girls Scouts of North Central Alabama
105 Heatherbrooke Park Drive
Birmingham,AL352428008
63-0288834 501(c)(3) 614,228       General Operating Costs
(77) Glenwood Inc
150 Glenwood Lane
Birmingham,AL35242
23-7396710 501(c)(3) 137,915       General Operating Costs
(78) Global Impact
PO Box 409616
Atlanta,GA30384
52-1273585 501(c)(3) 14,101       Donor Designated for General Support
(79) Greater Birmingham Habitat for Humanity
4408 Richard Scrushy Parkway
PO Box 540
Fairfield,AL35064
63-0962910 501(c)(3) 346,120       General Operating Costs
(80) Greater Birmingham Humane Society
300 Snow Drive
Birmingham,AL35209
63-0288810 501(c)(3) 18,112       Donor Designated for General Support
(81) Hand in Paw Inc
1912 14th Avenue S
Birmingham,AL35205
63-1190375 501(c)(3) 6,764       Donor Designated for General Support
(82) Hands on Birmingham Inc
3600 8th Avenue South
PO Box 320189
Birmingham,AL352320189
63-1207098 501(c)(3) 228,755       General Operating Costs
(83) Health & Medical Research Charities of America
PO Box 45754
San Francisco,CA94145
94-3217739 501(c)(3) 48,105       Donor Designated for General Support
(84) Health First - America's Charities
Suntrust Bank Wholesale Department
Lockbox 79570
Baltimore,MD21279
30-0186796 501(c)(3) 15,897       Donor Designated for General Support
(85) HelpHOPELive Inc
2 Radnor Corporate Center
100
Radnor,PA19087
52-1322317 501(c)(3) 8,012       Donor Designated for General Support
(86) Hispanic Interest Coalition of Alabama
260 F West Valley Avenue
PO Box 190299
Birmingham,AL35209
63-0962910 501(c)(3) 115,500       General Operating Costs
(87) Human Care Charities of America
PO Box 45754
San Francisco,CA94145
94-3067804 501(c)(3) 16,512       Donor Designated for General Support
(88) IMPACT Family Counseling Inc
1000 24th Street South
Birmingham,AL35205
58-2112829 501(c)(3) 84,000       General Operating Costs
(89) King's Home
PO Box 162
Chelsea,AL35043
63-0594603 501(c)(3) 16,322       Donor Designated for General Support
(90) Lake Martin Area United Way Inc
PO Box 876
Alexander City,AL350110876
63-0888608 501(c)(3) 7,212       Donor Designated for General Support
(91) Lakeside Hospice
PO Box 1090
Pell City,AL35125
63-1035850 501(c)(3) 13,733       Donor Designated for General Support
(92) Lawrence County United Way
PO Box 166
Moulton,AL35650
63-0942852 501(c)(3) 30,551       Donor Designated for Tornado Relief
(93) Legacy YMCA
1501 4th Avenue SW
Bessemer,AL35023
63-0288881 501(c)(3) 95,320       General Operating Costs
(94) Leukemia & Lymphoma Society
Alabama/Gulf Coast Chapter
100 Chase Park 220
Birmingham,AL35244
13-5644916 501(c)(3) 5,800       Donor Designated for Tornado Relief
(95) Levite Jewish Community Center
3960 Montclair Road
Birmingham,AL352136394
63-0288848 501(c)(3) 259,634       General Operating Costs
(96) Make a Wish Foundation of Georgia and Alabama Inc
1775 The Exchange SE
Suite 200
Atlanta,GA30339
58-2146828 501(c)(3) 11,870       Donor Designated for General Support
(97) Medical Research Charities
PO Box 79703
Baltimore,MD212799703
94-3148591 501(c)(3) 10,418       Donor Designated for General Support
(98) Military Veterans & Patriotic Service
Organizations of America
PO Box 45754
San Francisco,CA94145
94-3193418 501(c)(3) 22,307       Donor Designated for General Support
(99) Mitchell's Place
4778 Overton Road
Irondale,AL35210
20-1056421 501(c)(3) 55,000       Donor Designated for General Support
(100) National Black Federation of Charities
40 Clinton Street
5th floor
Newark,NJ07102
95-2970559 501(c)(3) 6,427       Donor Designated for General Support
(101) National Multiple Sclerosis Society - Alabama
813 Shades Creek Parkway
Suite 100-B
Birmingham,AL35209
63-0367194 501(c)(3) 6,902       Donor Designated for General Support
(102) OASIS A Women's Counseling Center
1900 14th Avenue South
Birmingham,AL35205
63-1228764 501(c)(3) 79,404       General Operating Costs
(103) Oneonta City Schools Needy School Children's Fund
27605 State Hwy 75
Oneonta,AL35121
63-6003772 government entity 8,201       Donor Designated for General Support
(104) Partners in Neighborhood Growth (PING)
1345 Steiner Avenue SW
Birmingham,AL35211
63-0827587 501(c)(3) 25,000       General Operating Costs
(105) Pathways
409 Richard Arrington Jr Blvd
Birmingham,AL35203
63-0867285 501(c)(3) 331,500       General Operating Costs
(106) Positive Maturity Inc
3918 Montclair Road Suite 200
Birmingham,AL35213
63-0590338 501(c)(3) 659,378       General Operating Costs
(107) Postal Employees Relief Fund
PO Box 7630
Woodbridge,VA22195
52-1666010 501(c)(3) 10,880       Donor Designated for General Support
(108) River Region United Way
PO Box 6135
Montgomery,AL361060135
63-0330778 501(c)(3) 38,571       Donor Designated for General Support
(109) Ronald McDonald House Charities of Alabama
1700 4th Avenue South
Birmingham,AL35233
63-0753358 501(c)(3) 77,767       Donor Designated for General Support
(110) SafeHouse of Shelby County
PO Box 620
Columbiana,AL35051
63-1007280 501(c)(3) 118,131       General Operating Costs
(111) Salvation Army Birmingham Alabama
Area Command
2100 11th Avenue North
Birmingham,AL35234
63-0288866 501(c)(3) 1,739,029       General Operating Costs
(112) Salvation Army Blount County
333 Valley Road
Oneonta,AL35121
63-0288866 501(c)(3) 35,000       General Operating Costs
(113) Salvation Army Walker County
207 20th Street East
Jasper,AL35501
63-0288866 501(c)(3) 94,491       General Operating Costs
(114) Save a Life East Inc
1120 Gadsden Highway
Birmingham,AL35235
63-1030129 501(c)(3) 7,512       Donor Designated for General Support
(115) Shelby County Children's Advocacy Center Inc
22747 Highway 25
PO Box 1145
Columbiana,AL35051
63-1096608 501(c)(3) 33,000       General Operating Costs
(116) Shelby County Needy School Children's Fund
410 East College Street
PO Box 429
Columbiana,AL35051
63-6001081 government entity 11,000       General Operating Costs
(117) Shelby County Needy School Children's Fund
410 East College Street
PO Box 429
Columbiana,AL35051
63-6001081 government entity 21,744       Donor Designated for General Support
(118) Shelby Emergency Assistance Inc
620 Valley Street
Montevallo,AL35115
63-0816556 501(c)(3) 218,779       General Operating Costs
(119) Sickle Cell Disease Association of America
Central Alabama Chapter
3813 Avenue I
Birmingham,AL352183132
63-0760935 501(c)(3) 140,000       General Operating Costs
(120) Social Security Administration Birmingham
Child Development Center
1200 Rev Abraham Woods Jr Blvd
c/o Eleanor B Holt
Birmingham,AL35285
39-2055122 501(c)(3) 7,895       Donor Designated for General Support
(121) St Clair Children's Advocacy Center
The Children's Place
18200 AL Highway 174
Pell City,AL35125
58-2027454 501(c)(3) 28,579       General Operating Costs
(122) St Clair County Day Program Inc
795 10th Street
PO Box 1653
Ashville,AL35953
63-1211993 501(c)(3) 104,299       General Operating Costs
(123) St Clair County Department of Human Resources
3105 15th Avenue North
Pell City,AL35125
63-1104139 government entity 49,782       General Operating Costs
(124) The Amelia Center
1513 4th Avenue South
Birmingham,AL35233
63-0307360 501(c)(3) 85,512       General Operating Costs
(125) The Bell Center for Early Intervention Programs
1700 29th Court South
Birmingham,AL35209
63-1244330 501(c)(3) 9,890       Donor Designated for General Support
(126) The Literacy Council
2301 1st Avenue North Suite 102
Birmingham,AL35203
63-1051186 501(c)(3) 192,500       General Operating Costs
(127) Three Hots and a Cot
300 81st Street South
Birmingham,AL35206
26-4355458 501(c)(3) 15,054       Donor Designated for General Support
(128) Travelers Aid Society of Birmingham Alabama Inc
3600 8th Avenue South
Birmingham,AL35222
63-0288873 501(c)(3) 256,960       General Operating Costs
(129) United Cerebral Palsy of Greater Birmingham
120 Oslo Circle
Birmingham,AL35211
63-0307960 501(c)(3) 750,000       General Operating Costs
(130) United Community Centers Inc
3617 Hickory Avenue SW
Birmingham,AL35221
63-0678752 501(c)(3) 86,542       General Operating Costs
(131) United Negro College Fund Inc
601 19th Street N
Centennial Place 2nd floor
Birmingham,AL35203
13-1624241 501(c)(3) 60,375       Donor Designated for General Support
(132) United Way of Central Carolinas
301 South Brevard Street
Charlotte,NC28202
56-0529948 501(c)(3) 5,404        
(133) United Way of Cullman County
PO Box 116
Cullman,AL350560116
63-0416279 501(c)(3) 6,064       Donor Designated for General Support
(134) United Way of Cullman County
PO Box 116
Cullman,AL350560116
63-0416279 501(c)(3) 66,133       Donor Designated for Tornado Relief
(135) United Way of East Central Alabama Inc
PO Box 1122
Anniston,AL362021122
63-0350957 501(c)(3) 59,996       Donor Designated for Tornado Relief
(136) United Way of Etowah County
PO Box 1175
Gadsden,AL359021175
63-0375616 501(c)(3) 10,084       Donor Designated for General Support
(137) United Way of Greater Los Angeles
1150 S Olive Street T500
Los Angeles,CA90015
95-2274801 501(c)(3) 7,759        
(138) United Way of Madison County Inc
701 Andrew Jackson Way
Huntsville,AL35801
63-0366294 501(c)(3) 25,846       Donor Designated for General Support
(139) United Way of Madison County Inc
701 Andrew Jackson Way
Huntsville,AL35801
63-0366294 501(c)(3) 52,907       Donor Designated for Tornado Relief
(140) United Way of Marshall County
705 Blount Avenue
Guntersville,AL359761505
63-1095898 501(c)(3) 40,121       Donor Designated for Tornado Relief
(141) United Way of Metropolitan Atlanta
100 Edgewood Avenue NE
Atlanta,GA30303
58-0566194 501(c)(3) 15,940       Donor Designated for General Support
(142) United Way of Metropolitan Dallas
1800 N Lamar
Dallas,TX752021901
75-6005352 501(c)(3) 5,598        
(143) United Way of North Talledega County Inc
PO Box 362
Talledega,AL351610362
63-0388325 501(c)(3) 8,826       Donor Designated for General Support
(144) United Way of Northwest Alabama
PO Box 1228
Florence,AL356311228
63-0873878 501(c)(3) 89,376       Donor Designated for Tornado Relief
(145) United Way of Southwest Alabama Inc
PO Drawer 89
Mobile,AL366010089
63-0351568 501(c)(3) 34,854       Donor Designated for General Support
(146) United Way of the National Capital Area
8391 Old Courthouse Road Suite 200
Vienna,VA22182
53-0234290 501(c)(3) 10,993       Donor Designated for General Support
(147) United Way of West Alabama Inc
PO Box 2291
Tuscaloosa,AL354032291
63-0321464 501(c)(3) 18,360       Donor Designated for General Support
(148) Upper Sand Mountain Parish
PO Box 267
Sylvania,AL35988
63-0744248   88,662       Donor Designated for Tornado Relief
(149) Walker County Needy School Children's Fund
PO Box 311
Jasper,AL35501
63-6001147 government entity 6,000       General Operating Costs
(150) Walker County Needy School Children's Fund
PO Box 311
Jasper,AL35501
63-6001147 government entity 17,526       Donor Designated for General Support
(151) Walker Area Community Foundation
PO Box 171
Jasper,AL355020171
63-1154984 501(c)(3) 47,653       Donor Designated for Tornado Relief
(152) Wiregrass United Way Inc
PO Box 405
Dothan,AL363020405
63-6000270 501(c)(3) 7,431       Donor Designated for General Support
(153) Women Children and Family Service
Charities of America
PO Box 45754
San Francisco,CA94145
94-3193386 501(c)(3) 10,384       Donor Designated for General Support
(154) Workshops Inc
4244 3rd Avenue South
Birmingham,AL35222
63-0320201 501(c)(3) 744,040       General Operating Costs
(155) Wounded Warrior Family Foundation
PO Box 231464
Montgomery,AL361231464
27-2390160 501(c)(3) 5,699        
(156) YMCA of Birmingham Inc
2101 4th Avenue North
Birmingham,AL35203
63-0299894 501(c)(3) 834,709       General Operating Costs
(157) YWCA of Central Alabama
309 23rd Street North
Birmingham,AL35203
63-0288882 501(c)(3) 1,538,043       General Operating Costs
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................ Bullet Image
157
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
0
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2012

Schedule I (Form 990) 2012
Page 2
Part III
Grants and Other Assistance to Individuals in the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
(a)Type of grant or assistance (b)Number of
recipients
(c)Amount of
cash grant
(d)Amount of
non-cash assistance
(e)Method of valuation (book,
FMV, appraisal, other)
(f)Description of non-cash assistance
(1) Basic needs assistance provided to individuals in Central Alabama. Assistance was paid directly to company and/or vendors providing the needed service instead of the individual to guarantee the funds were used as requested. 165 184,377 0    












Part IV
Supplemental Information.
Complete this part to provide the information required in Part I, line 2, Part III, column (b), and any other additional information.
Identifier Return Reference Explanation
SchI_P01_S00_L02 Schedule I, Part I, Line 2 United Way of Central Alabama's (UWCA) allocation system is an entirely volunteer driven process. It is the responsibility of a volunteer Agency Impact Committee, coordinated by the Agency Impact Department, and staffed with members of all departments within UWCA. Funding is allocated among partner agencies. The American Red Cross has a contract with UWCA that outlines a formula to determine their annual allocation amount. All other partners submit an allocation request each year that is carefully reviewed by volunteers from the community and one chairperson who is a member of the United Way Allocation Committee. Supported by UWCA staff, chairpersons conduct training sessions with team members to orient them to the process. Each team is given access to allocation requests (budget information, program details, and administrative information) from two or three agencies and is asked to carefully review the requests. Team members discuss each request, prepare questions for clarification, visit assigned agencies, evaluate each request and provide feedback to the chair on their impressions of each agency. This information is compiled in a report, which the chairperson presents to the committee during an all day hearing. After funds are allocated, agencies agree to furnish UWCA with quarterly statements showing all income and expenditures. In addition, they agree to provide program budget and service data on a periodic basis in a form prescribed by UWCA's Board of Directors.
Schedule I (Form 990) 2012


Additional Data


Software ID: 12000197
Software Version: v1.00


Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" to Form 990,
Part IV, question 23.
SchJMediumBullet Attach to Form 990. SchJMediumBullet See separate instructions.
OMB No. 1545-0047
2012
Open to Public Inspection
Name of the organization
UNITED WAY OF CENTRAL ALABAMA INC
 
Employer identification number

63-0288846
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed in Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain....
1b
 
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all officers,
directors, trustees, and the CEO/Executive Director, regarding the items checked in line 1a? .......
2
 
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed in Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? ................
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
Yes
 
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3) and 501(c)(4) organizations only must complete lines 5-9.
5
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ...........................
5a
 
No
b
Any related organization? .........................
5b
 
No
If "Yes," to line 5a or 5b, describe in Part III.
6
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ...........................
6a
 
No
b
Any related organization? .........................
6b
 
No
If "Yes," to line 6a or 6b, describe in Part III.
7
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported in Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III .............................
8
 
No
9
If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2012

Schedule J (Form 990) 2012
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits
(E) Total of columns
(B)(i)-(D)
(F) Compensation
reported as deferred
in prior Form 990
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
(1)John A LanglohPresident & CEO (i)
(ii)
286,596
0
0
0
9,178
0
37,539
0
18,214
0
351,527
0
0
0
(2)Kelly L CarltonExecutive VP Finance & CFO (i)
(ii)
148,607
0
0
0
2,849
0
19,688
0
17,287
0
188,431
0
0
0
Schedule J (Form 990) 2012

Schedule J (Form 990) 2012
Page 3
Part III
Supplemental Information
Complete this part to provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II.
Also complete this part for any additional information.
Identifier Return Reference Explanation
SchJ_P01_S00_L04 Schedule J, Part I, Line 4 Part of the compensation package and employment contract for the president/CEO is a deferred compensation agreement contingent upon meeting certain lengths of employment.
Schedule J (Form 990) 2012

Additional Data


Software ID: 12000197
Software Version: v1.00
SCHEDULE M
(Form 990)


Department of the Treasury
Internal Revenue Service
Noncash Contributions
Right pointing arrow large imageComplete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image Attach to Form 990.
OMB No. 1545-0047
2012
Open to Public Inspection
Name of the organization
UNITED WAY OF CENTRAL ALABAMA INC
 
Employer identification number

63-0288846
Part I
Types of Property
(a)
Check if applicable
(b)
Number of contributions or items contributed
(c)
Noncash contribution amounts reported on
Form 990, Part VIII, line 1g
(d)
Method of determining
noncash contribution amounts
1 Art—Works of art ....        
2 Art—Historical treasures .        
3 Art—Fractional interests ..        
4 Books and publications ..      
5 Clothing and household
goods .......
     
6 Cars and other vehicles ..        
7 Boats and planes ....        
8 Intellectual property ...        
9 Securities—Publicly traded .        
10 Securities—Closely held stock .        
11 Securities—Partnership, LLC,
or trust interests ....
       
12 Securities—Miscellaneous ..        
13 Qualified conservation
contribution—Historic
structures .....
       
14 Qualified conservation
contribution—Other ...
       
15 Real estate—Residential .        
16 Real estate—Commercial ..        
17 Real estate—Other ...        
18 Collectibles .....        
19 Food inventory ...        
20 Drugs and medical supplies .        
21 Taxidermy ......        
22 Historical artifacts ....        
23 Scientific specimens ..        
24 Archeological artifacts ...        
25 Other Right pointing arrow large image ( Software ) X 1 40,600 Donor provided.
26 Other Right pointing arrow large image ( Printers ) X 6 6,000 FMV
27 Other Right pointing arrow large image( )
28 Other Right pointing arrow large image ( )
29
Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement
...
29
0
Yes
No
30a
During the year, did the organization receive by contribution any property reported in Part I, lines 1-28 that it
must hold for at least three years from the date of the initial contribution, and which is not required to be used
for exempt purposes for the entire holding period? ..................
30a
 
No
b
If "Yes," describe the arrangement in Part II.
31
Does the organization have a gift acceptance policy that requires the review of any non-standard contributions?
31
Yes
 
32a
Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash
contributions? ..........................
32a
 
No
b
If "Yes," describe in Part II.
33
If the organization did not report an amount in column (c) for a type of property for which column (a) is checked,
describe in Part II.
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 51227J
Schedule M (Form 990) (2012)
Schedule M (Form 990) (2012)
Page 2
Part II
Supplemental Information. Complete this part to provide the information required by Part I, lines 30b,
32b, and 33, and whether the organization is reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.
Identifier Return Reference Explanation
Schedule M (Form 990) (2012)
Additional Data


Software ID: 12000197
Software Version: v1.00
SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
OMB No. 1545-0047
2012
Open to Public
Inspection
Name of the organization
UNITED WAY OF CENTRAL ALABAMA INC
 
Employer identification number

63-0288846
Identifier Return Reference Explanation
F990_P06_S0B_L11b Form 990, Part VI, Section B, Line 11b A copy of the Form 990 is provided to the audit committee for review and approval. After the audit committee's approval, the form is presented to the board of directors. The review and approval of the audit committee is completed prior to the filing of the Form 990.
F990_P06_S0B_L12c Form 990, Part VI, Section B, Line 12c Each board member and committee member is required to sign a conflict of interest policy statement annually. In the event there comes before the board of directors or any committee a matter for consideration or decision that raises a potential conflict of interest for any board or committee member, the member shall disclose the potential conflict as soon as he or she becomes aware of it and shall abstain from voting in connection with any such conflict.
F990_P06_S0B_L15 Form 990, Part VI, Section B, Line 15 The UWCA executive compensation program is administered by the Compensation Committee of the Board of Directors. The Compensation Committee is responsible for establishing and maintaining a competitive compensation program for the key executives of the organization. The Committee meets at least annually to review the performance of the Chief Executive Officer and other senior executives and to evaluate the current compensation program. Following this review, the Committee then makes recommendations to the Board of Directors regarding the compensation of the Chief Executive Officer and selected other key executives with respect to base salaries and annual incentive opportunity adjustments, as well as with respect to objectives and goals for the upcoming year's annual incentive plan.
F990_P06_S0C_L19 Form 990, Part VI, Section C, Line 19 The annual report is available to the general public on the organization's website. Any additional information may be requested from the organization's communication department.
F990_P11_S00_L09 Form 990, Part XI, Line 9 Nonoperating pension costs resulting from adoption of FAS 158.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2012

Additional Data


Software ID: 12000197
Software Version: v1.00
SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" to Form 990, Part IV, line 33, 34, 35, 36, or 37.
MediumBulletAttach to Form 990. MediumBullet See separate instructions.

OMB No. 1545-0047
2012
Open to Public Inspection
Name of the organization
UNITED WAY OF CENTRAL ALABAMA INC
 
Employer identification number

63-0288846
Part I
Identification of Disregarded Entities (Complete if the organization answered "Yes" to Form 990, Part IV, line 33.)
(a)
Name, address, and EIN (if applicable) of disregarded entity


(b)
Primary activity


(c)
Legal domicile (state
or foreign country)

(d)
Total income


(e)
End-of-year assets


(f)
Direct controlling
entity











Part II
Identification of Related Tax-Exempt Organizations (Complete if the organization answered "Yes" to Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.)
(a)
Name, address, and EIN of related organization


(b)
Primary activity


(c)
Legal domicile (state
or foreign country)

(d)
Exempt Code section


(e)
Public charity status
(if section 501(c)(3))

(f)
Direct controlling
entity

(g)
Section 512(b)(13) controlled entity?
Yes No
(1) Hands on Birmingham Inc

PO Box 320189

Birmingham,AL352320189
63-1207098
providing volunteer opportunities AL 501(c)(3) 509(a)(1) United Way of Central Alabama Inc
 
Yes
 
(2) Community Partnership of Alabama Inc

PO Box 320189

Birmingham,AL352320189
27-1801693
Support of United Way of Central Alabama AL 501(c)(3) 509(a)(3) United Way of Central Alabama Inc
 
Yes
 










For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2012
Schedule R (Form 990) 2012
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership (Complete if the organization answered "Yes" to Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.)
(a)
Name, address, and EIN of
related organization



(b)
Primary activity




(c)
Legal
domicile
(state or foreign
country)


(d)
Direct controlling
entity



(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




(g)
Share of end-of-year
assets



(h)
Disproprtionate allocations?




(i)
Code V—UBI
amount in box 20 of
Schedule K-1
(Form 1065)
(j)
General or
managing
partner?



(k)
Percentage
ownership


Yes No Yes No












Part IV
Identification of Related Organizations Taxable as a Corporation or Trust (Complete if the organization answered "Yes" to Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.)
(a)
Name, address, and EIN of
related organization
(b)
Primary activity
(c)
Legal
domicile
(state or foreign
country)
(d)
Direct controlling
entity
(e)
Type of entity
(C corp, S corp,
or trust)
(f)
Share of total income
(g)
Share of end-of-year
assets
(h)
Percentage
ownership
(i)
Section 512(b)(13) controlled entity?
Yes No












Schedule R (Form 990) 2012
Schedule R (Form 990) 2012
Page 3
Part V
Transactions With Related Organizations (Complete if the organization answered "Yes" to Form 990, Part IV, line 34, 35b, or 36.)
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest (ii) annuities (iii) royalties or (iv) rent from a controlled entity . . . . . . . . . . . . . . . . . . . . . . .
1a
 
No
b Gift, grant, or capital contribution to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1b
Yes
 
c Gift, grant, or capital contribution from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1c
 
No
d Loans or loan guarantees to or for related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1d
 
No
e Loans or loan guarantees by related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1e
 
No
f Dividends from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1f
 
No
g Sale of assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1g
 
No
h Purchase of assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1h
 
No
i Exchange of assets with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1j
 
No
k Lease of facilities, equipment, or other assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . .
1k
 
No
l Performance of services or membership or fundraising solicitations for related organization(s) . . . . . . . . . . . . . . . . . . . .
1l
 
No
m Performance of services or membership or fundraising solicitations by related organization(s) . . . . . . . . . . . . . . . . . . . .
1m
 
No
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) . . . . . . . . . . . . . . . . . . . . .
1n
Yes
 
o Sharing of paid employees with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1o
Yes
 
p Reimbursement paid to related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1p
 
No
q Reimbursement paid by related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1q
 
No
r Other transfer of cash or property to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1r
 
No
s Other transfer of cash or property from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1s
 
No
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of other organization
(b)
Transaction
type (a-s)
(c)
Amount involved
(d)
Method of determining amount involved
(1) Hands on Birmingham Inc

b 228,755 FMV
(2) Community Partnership of Alabama Inc

b 1,651,585 FMV
(3) Hands on Birmingham Inc

n 19,730 Expenses allocated by square footage used.
(4) Hands on Birmingham Inc

o 177,810 Actual costs of salaries and benefits paid.


Schedule R (Form 990) 2012
Schedule R (Form 990) 2012
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership (Complete if the organization answered "Yes" to Form 990, Part IV, line 37.)
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity
(b)
Primary activity
(c)
Legal domicile
(state or foreign
country)
(d)
Predominant income (related, unrelated, excluded from tax under section 512-514)

(e)
Are all partners
section
501(c)(3)
organizations?
(f)
Share of total income




(g)
Share of
end-of-year
assets
(h)
Disproprtionate allocations?
(i)
Code V—UBI
amount in box 20
of Schedule K-1
(Form 1065)
(j)
General or
managing
partner?
(k)
Percentage
ownership


Yes No Yes No Yes No






























Schedule R (Form 990) 2012
Schedule R (Form 990) 2012
Page 5
Part VII
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule R (see instructions).
Identifier Return Reference Explanation

Additional Data


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