Attach to Form 990 or Form 990-EZ.
Go to
www.irs.gov/Form990 for instructions and the latest information.
| (i) Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 10 above (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
|
Total |
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Calendar year (or fiscal year beginning in) ![]() |
(a) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. | 292,575 | 304,454 | 324,570 | 329,814 | 540,879 | 1,792,292 |
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.... | ||||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 4 | Total. Add lines 1 through 3 | 292,575 | 304,454 | 324,570 | 329,814 | 540,879 | 1,792,292 |
| 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).. | ||||||
| 6 | Public support. Subtract line 5 from line 4. | 1,792,292 | |||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 292,575 | 304,454 | 324,570 | 329,814 | 540,879 | 1,792,292 |
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | ||||||
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | ||||||
| 11 | Total support. Add lines 7 through 10 | 1,792,292 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (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.) | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (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 VI.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | ||||||
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e |
Discount claimed for blockage or other factors (explain in detail in Part VI): |
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| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by .035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | ||
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
||
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | ||
| 4 Amounts paid to acquire exempt-use assets | ||
| 5 Qualified set-aside amounts (prior IRS approval required) | ||
| 6 Other distributions (describe in Part VI). See instructions | ||
| 7Total annual distributions. Add lines 1 through 6. | ||
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
||
| 9 Distributable amount for 2019 from Section C, line 6 | ||
| 10 Line 8 amount divided by Line 9 amount | ||
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2019 |
(iii) Distributable Amount for 2019 |
|
|---|---|---|---|---|
| 1 Distributable amount for 2019 from Section C, line 6 | ||||
|
2
Underdistributions, if any, for years prior to 2019 (reasonable cause required-- explain in Part VI). See instructions. |
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| 3 Excess distributions carryover, if any, to 2019: | ||||
| a From 2014....... | ||||
| b From 2015....... | ||||
| c From 2016....... | ||||
| d From 2017....... | ||||
| e From 2018....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2019 distributable amount | ||||
|
i
Carryover from 2014 not applied (see instructions) |
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| j Remainder. Subtract lines 3g, 3h, and 3i from 3f. | ||||
| 4Distributions for 2019 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2019 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from 4. | ||||
|
5
Remaining underdistributions for years prior to 2019, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
6
Remaining underdistributions for 2019. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
7 Excess distributions carryover to 2020. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a Excess from 2015..... | ||||
| b Excess from 2016..... | ||||
| c Excess from 2017..... | ||||
| d Excess from 2018..... | ||||
| e Excess from 2019..... | ||||
| Facts And Circumstances Test |
|---|
| Return Reference | Explanation |
|---|---|
| SUPPLEMENTAL INFORMATION | THE ORGANIZATION FUNCTIONS TO CARRY OUT VARIOUS CHARITABLE CAMPAIGNS SUCH AS THE STATE COMBINED CAMPAIGN FOR THE EMPLOYEES OF THE STATE OF ALABAMA AND THE HYUNDAI MOTOR MANUFACTURING ALABAMA TEAM MEMBER CAMPAIGN. THE ORGANIZATION ALSO SERVES AS A COMBINING EFFORT OF THE LOCAL UNITED WAY CHAPTERS IN THE STATE OF ALABAMA. THE UWAL PROVIDES DIRECT DISASTER RESPONSE ASSISTANCE IN ADDITION TO MANAGING THE GOVERNOR'S EMERGENCY RELIEF FUND AND THE 2-1-1 CONNECTS ALABAMA PROGRAM, BOTH OF WHICH PROVIDE ASSISTANCE FOR DISASTER VICTIMS AND HANDICAPPED PEOPLE IN THE STATE OF ALABAMA. THE UWAL ALSO PROVIDES HELP FOR THE HOMELESS. THE UNITED WAYS OF ALABAMA WORKS TO ADVANCE THE COMMON GOOD IN ALABAMA FOCUSING ON EDUCATION, INCOME AND HEALTH - THE BUILDING BLOCKS FOR A GOOD LIFE. |
| Software ID: | |
| Software Version: |
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.
| Return Reference | Explanation |
|---|---|
| FORM 990 - ORGANIZATION'S MISSION | THE ORGANIZATION'S PURPOSE IS TO BENEFIT LOCAL ALABAMA UNITED WAY CHAPTERS BY FUNDRAISING ON THE BEHALF OF ITS MEMBERS, TO ADVOCATE THE BENEFITS OF LOCAL UNITED WAYS THROUGHOUT ALABAMA, MANAGE AND COORDINATE THE "211 CONNECTS ALABAMA" SYSTEM AND ACT AS AN AGENT FOR FUNDS RESTRICTED BY DONORS FOR SPECIFIC AGENCIES OR SPECIFIC PURPOSES. |
| FORM 990, PAGE 2, PART III, LINE 4B | THE UNITED WAYS OF ALABAMA (UWAL) HAS TWO FUNDS DESIGNATED FOR DISASTER EMERGENCY RESPONSE AND RELIEF. THE UWAL SERVES AS THE FISCAL AGENT FOR THE GOVERNOR'S EMERGENCY RELIEF FUND (THE FUND). THE FUND WAS ESTABLISHED BY PROCLAMATION TO PROVIDE ASSISTANCE TO INDIVIDUALS AND ORGANIZATIONS WITH RECOVERY COSTS THAT ARE A DIRECT RESULT OF A DISASTER OR EMERGENCY. THE FUND OPERATES ON A YEAR-ROUND BASIS TO HELP RESIDENTS OF ALABAMA (CURRENT AND EVACUEES), LOCAL BUSINESSES AND ORGANIZATIONS WHO HAVE EXHAUSTED ALL OTHER AVENUES OF RELIEF. THE FOCUS OF FUNDING IS TO ASSIST WITH RECOVERY COSTS THAT EXCEED THE COVERAGE PROVIDED BY INSURANCE,GOVERNMENT FUNDING AND RELIEF ORGANIZATIONS. THESE HARDSHIP EXPENSES ARE TERMED "UNMET NEEDS". THE UWAL DISASTER REPONSE FUND OPERATES WITH THE GOVERNOR'S EMERGENCY RELIEF FUND TO PROVIDE ASSISTANCE TO INDIVIDUALS AND ORGANIZATIONS WITH RECOVERY COSTS THAT ARE A DIRECT RESULT OF A DISASTER OR EMERGENCY. |
| FORM 990, PAGE 2, PART III, LINE 4C | UWAL MANAGES AND FUNDS THE TELEPHONE 2-1-1 INFORMATION SYSTEM IN THE STATE OF ALABAMA. 2-1-1 PROVIDES INFORMATION TO THE CITIZENS OF THE STATE OF ALABAMA ABOUT SERVICES OFFERED BY LOCAL ORGANIZATIONS. 2-1-1 PARTNERS WITH STATE WIDE INITIATIVES SUCH AS THE ALABAMA COMPULSIVE GAMBLING HOTLINE, ALAVETNET, AND SERVES AS THE STATE OF ALABAMA'S POINT OF ENTRY FOR NON EMERGENCY CALLS DURING TIMES OF DISASTER. 211 CAN BE ACCESSED VIA THE PHONE, CHAT VIA THE WEB, SMS VIA TEXT MESSAGE AND AT ITS WEBSITE. 2-1-1 CONNECTS ALABAMA IS THE MAIN PROGRAM OF UNITED WAYS OF ALABAMA (UWAL) OUTSIDE THE ALABAMA STATE EMPLOYEE COMBINED CHARTITABLE CAMPAIGN AND THE HYUNDAI TEAM MEMBER COMBINED CAMPAIGN. UWAL PARTNERS WITH CALL CENTERS AROUND THE STATE TO PROVIDE THE 2-1-1 SERVICE TO 100% OF ALABAMA'S RESIDENTS. CURRENTLY, UWAL PROVIDES ALL OF STATEWIDE SERVICES FOR 2-1-1 INCLUDING THE TELEPHONE SYSTEM, TOLL FREE SERVICE AND COST INCURRED BY, AS WELL AS PROVIDES THE INFORMATION AND REFERRAL SOFTWARE NECESSARY TO PROVIDE THE INFORMATION AND REFERRAL SERVICE. UWAL STAFF IS THE STAFF THAT IS DIRECTLY RESPONSIBLE FOR MANNING THE 2-1-1 POST AT THE ALABAMA EMERGENCY OPERATIONS CENTER DURING TIMES OF DISASTER. UWAL'S DIRECTOR IS RESPONSIBLE FOR THE 2-1-1 PROGRAM STATEWIDE AS UWAL HAS THE RESPONSIBILITY OF MANAGING AND EXECUTING IT STATEWIDE BY ALABAMA'S PUBLIC SERVICE COMMISSION. 2-1-1 IS AN EASY TO REMEMBER, NATIONAL ABBREVIATED DIALING CODE FOR FREE ACCESS TO HEALTH AND HUMAN SERVICE INFORMATION AND REFERRAL (I&R). OVER 113,000 CALLS ARE ANSWERED ANNUALLY AND OVER 120,000 REFERRALS WERE MADE. THE 2-1-1 WEBSITE SEES OVER 274,000 VISITS ANNUALLY. 2-1-1 CONNECTIVITY IS NOW AVAILABLE IN ALL ALABAMA COUNTIES TO RESIDENTS FROM ALL WALKS OF LIFE, BUT MORE IMPORTANTLY, TO VULNERABLE POPULATIONS SUCH AS THE INDIGENT OR ELDERLY, WHO OFTEN SLIP THROUGH THE CRACKS. BY MAKING SERVICES EASIER TO ACCESS, 2-1-1 EMPOWERS INDIVIDUALS WITH THE INFORMATION TO GET HELP - AND TO GIVE HELP. 2-1-1 ELIMINATES BARRIERS AND CONNECTS PEOPLE TO READILY AVAILABLE SERVICES THAT CAN HELP. 2-1-1 RESPONDS IMMEDIATELY DURING TIMES OF COMMUNITY CRISIS, TO FIELD AND DIRECT CALLERS TO SERVICES, RELIEVING THE BURDEN FROM 9-1-1 AND OTHER EMERGENCY RESPONSE AGENCIES. 2-1-1 NOT ONLY IS A CONDUIT TO GET HELP, IT ALSO IS A CONDUIT TO GIVE HELP. THOSE WANTING TO VOLUNTEER CAN CALL 2-1-1 AND BE MATCHED DIRECTLY OR REFERRED TO A "HANDS ON" PROGRAM. UWAL IS CONSTANTLY FORMING PARTNERSHIPS WITH MANY GROUPS AND STATE AGENCIES SUCH AS: GOVERNORS OFFICE OF VOLUNTEER SERVICES TO USE 2-1-1 TO PRESCREEN POTENTIAL APPLICANTS WHO MAY QUALIFY FOR DISASTER CASE MANAGEMENT; THE GOVERNOR'S ALAVETNET TO REMOVE BARRIERS TO ACCESS FOR OUR VETERANS; THE DEPARTMENT OF PUBLIC HEALTH (VARIOUS PROGRAMS); AND THE DEPARTMENT OF HUMAN RESOURCES WITH A-RESET PROGRAM. 2-1-1 HAS MADE REFERRALS STATEWIDE HELPING PEOPLE WHO WERE ADVERSELY AFFECTED BY NATURAL DISASTERS. UWAL 2-1-1 HAS ALSO PARTNERED STATEWIDE WITH THE HOMELESS COALITIONS IN THE POINT IN TIME COUNT (PIT). THE PIT COUNT IS TO DOCUMENT THE NUMBER OF HOMELESS ACROSS ALABAMA. THIS COUNT IS AN IMPORTANT FACTOR IN THE HUD FORMULA FOR ALABAMA'S SHARE OF FEDERAL FUNDING. UWAL IS ALSO A PARTNER AND SUPPORTER OF VOAD (VOLUNTARY ORGANIZATIONS ACTIVE IN DISASTER), A VITAL COMPONENT TO THE STATE'S NGO RESPONSE TO DISASTERS (NATURAL AND MAN-MADE). |
| FORM 990, PAGE 2, PART III, LINE 4D | THE UWAL MANAGES THE CHARITABLE CAMPAIGNS FOR VARIOUS CORPORATIONS IN THE SOUTHEAST. THE UWAL SOLICITS THE CORPORATION'S EMPLOYEES FOR CONTRIBUTIONS TO VARIOUS CHARITABLE ORGANIZATIONS. THE CORPORATION REMITS THE PLEDGES TO THE UWAL. THE UWAL DISBURSES THE PLEDGES TO CHARITABLE ORGANIZATION. THE UWAL CONTRACTED WITH THE ALABAMA DEPARTMENT OF HUMAN RESOURCES TO DELIVER TRAINING TO DELIVER THE A-RESET PROGRAM TO ASSIST SNAP CLIENTS WHO ARE WORKING TOWARDS EMPLOYMENT. THIS PROGRAM ASSISTS CLIENTS GAIN SKILLS, TRAINING AND EXPERIENCE TO FIND AND MAINTAIN EMPLOYMENT. |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE FORM 990 IS PROVIDED TO THE EXECUTIVE DIRECTOR (BECKY BOOKER) FOR APPROVAL PRIOR TO FILING. MRS. BOOKER PROVIDES A COPY OF THE 990 TO THE BOARD FOR REVIEW AND APPROVAL PRIOR TO FINALIZING AND FILING. |
| FORM 990, PAGE 6, PART VI, LINE 12C | REVIEWED ANNUALLY AND DISCLOSED BY THE BOARD OFFICERS AND EXECUTIVE DIRECTOR AT EACH BOARD MEETING. |
| FORM 990, PAGE 6, PART VI, LINE 15A | THE INDEPENDENT BOARD MEMBERS HOLD A SEPARATE MEETING, AT WHICH THE EXECUTIVE DIRECTOR IS REQUIRED TO BE ABSENT, TO DISCUSS THE SALARY OF EXECUTIVE DIRECTOR. DISCUSSION IS HELD AS TO THE STATUS OF THE ORGANIZATION AND THE ACCOMPLISHMENTS OF THE EXECUTIVE DIRECTOR. ALSO MADE IS A COMPARISON WITH SIMILAR POSITIONS AT OTHER NON-PROFIT ORGANIZATIONS. |
| FORM 990, PAGE 6, PART VI, LINE 15B | THE INDEPENDENT BOARD MEMBERS DECIDE THE SALARIES OF ALL KEY EMPLOYEES OF THE ORGANIZATION. THE BOARD DISCUSSES THE VALUE OF THE KEY EMPLOYEES TO THE ORGANIZATION AND COMPARE THE SALARIES OF SIMILAR POSITIONS AT OTHER COMPARABLE NON-PROFIT ORGANIZATIONS. |
| FORM 990, PAGE 6, PART VI, LINE 19 | FOLDER IS MAINTAINED WITH POLICIES AND FINANCIAL STATEMENTS AT OFFICE FOR PUBLIC INSPECTION. |
| Software ID: | |
| Software Version: |