TY 2023 Form 990

(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)	(E) Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)
(1) JEFF COTHRAN...................................................................... PRESIDENT	1.00 .................	X	X	0	0
(2) SHANNON JENKINS...................................................................... VICE PRESIDE	1.00 .................	X	X	0	0
(3) CARRIE THOMAS...................................................................... SECRETARY	1.00 .................	X	X	0	0
(4) JENNIFER MCNULTY...................................................................... TREASURER	1.00 .................	X	X	0	0
(5) MARINA SIMPSON...................................................................... PAST PRESIDE	1.00 .................	X	X	0	0
(6) BECKY BOOKER...................................................................... EXECUTIVE DI	40.00 .................		X	91,500	17,286
(7) COURTNEY LAYFIELD...................................................................... MEMBER	1.00 .................	X		0	0
(8) KAYE MCFARLEN...................................................................... MEMBER	1.00 .................	X		0	0
(9) TIPI MILLER...................................................................... MEMBER	1.00 .................	X		0	0
(10) STEPHANIE CHILDERS...................................................................... MEMBER	1.00 .................	X		0	0
(11) KATHLEEN ROSS...................................................................... MEMBER	1.00 .................	X		0	0
(12) WALTER HILL...................................................................... MEMBER	1.00 .................	X		0	0
(13) MOLLI GIPSON...................................................................... MEMBER	1.00 .................	X		0	0
(14) DANIEL KASAMBIRA...................................................................... MEMBER	1.00 .................	X		0	0
(15) KATHY THRASHER...................................................................... MEMBER	1.00 .................	X		0	0
(16) JUSTINE BIXLER...................................................................... MEMBER	1.00 .................	X		0	0
(17) RICKY POWELL...................................................................... MEMBER	1.00 .................	X		0	0

- TIN:

SCHEDULE A
(Form 990)

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.
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Attach to Form 990 or Form 990-EZ.
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Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2023

Open to Public
Inspection

Name of the organization

UNITED WAYS OF ALABAMA

Employer identification number

75-3165175

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 12, check only one box.)

A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i).

A school described in section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990).)

A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).

A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state:

An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170(b)(1)(A)(iv). (Complete Part II.)

A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).

An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.)

A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)

An agricultural research organization described in 170(b)(1)(A)(ix) operated in conjunction with a land-grant college or university or a non-land grant college of agriculture. See instructions. Enter the name, city, and state of the college or university:

An organization that normally receives: (1) more than 33 1/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 33 1/3% 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.)

An organization organized and operated exclusively to test for public safety. See section 509(a)(4).

An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box on lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g.

Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B.

Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C.

Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E.

Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V.

Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organization.

Enter the number of supported organizations ...............................

Provide the following information about the supported organization(s).

(i) Name of supported organization	(ii) EIN	(iv) Is the organization listed in your governing document?		(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)
(i) Name of supported organization	(ii) EIN	Yes	No	(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)


Total

For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.

Cat. No. 11285F

Schedule A (Form 990) 2023

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 failed to qualify under the tests listed below, please complete Part III.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2019	(b) 2020	(c) 2021	(d) 2022	(e) 2023	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..	540,879	317,721	594,469	2,344,618	1,923,573	5,721,260
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	540,879	317,721	594,469	2,344,618	1,923,573	5,721,260
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.						5,721,260

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2019	(b) 2020	(c) 2021	(d) 2022	(e) 2023	(f) Total
7	Amounts from line 4..	540,879	317,721	594,469	2,344,618	1,923,573	5,721,260
8	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...	18,777	11,399	2,241	4,837	46,404	83,658
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						5,804,918

Gross receipts from related activities, etc. (see instructions) ..................

5,821,468

First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here ........................................ right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2023 (line 6, column (f) divided by line 11, column (f)) .........

98.560 %

Public support percentage for 2022 Schedule A, Part II, line 14 ...............

100.000 %

16a

33 1/3% support test—2023. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization ....................... right arrow

33 1/3% support test—2022. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow

17a

10%-facts-and-circumstances test—2023. If the organization did not check a box on line 13, 16a, or 16b, and line 14 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow

10%-facts-and-circumstances test—2022. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow

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) 2023

Page 3

Part III

Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 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)		(a) 2019	(b) 2020	(c) 2021	(d) 2022	(e) 2023	(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)		(a) 2019	(b) 2020	(c) 2021	(d) 2022	(e) 2023	(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 on 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.)..

First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here................................................. right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2023 (line 8, column (f) divided by line 13, column (f)) .........

Public support percentage from 2022 Schedule A, Part III, line 15 ...............

Section D. Computation of Investment Income Percentage

Investment income percentage for 2023 (line 10c, column (f) divided by line 13, column (f)) ......

Investment income percentage from 2022 Schedule A, Part III, line 17 .............

19a

33 1/3% support tests-2023. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow

33 1/3 % support tests—2022. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ..... right arrow

Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .... right arrow

Schedule A (Form 990) 2023

Page 4

Part IV

Supporting Organizations

(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, of Part I, complete Sections A and B. If you checked box 12b, of Part I, complete Sections A and C. If you checked box 12c, of Part I, complete Sections A, D, and E. If you checked box12d, of Part I, complete Sections A and D, and complete Part V.)

Section A. All Supporting Organizations

Yes

Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.

Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).

Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer lines 3b and 3c below.

Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.

Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.

Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked box 12a or 12b in Part I, answer lines 4b and 4c below.

Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.

Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.

Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer lines 5b and 5c below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).

Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?

Substitutions only. Was the substitution the result of an event beyond the organization's control?

Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.

Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990) .

Did the organization make a loan to a disqualified person (as defined in section 4958) not described on line 7? If “Yes,” complete Part I of Schedule L (Form 990).

Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons, as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.

Did one or more disqualified persons (as defined on line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.

Did a disqualified person (as defined on line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.

10a

Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.

10a

Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).

10b

Schedule A (Form 990) 2023

Page 5

Part IV

Supporting Organizations (continued)

Yes

Has the organization accepted a gift or contribution from any of the following persons?

A person who directly or indirectly controls, either alone or together with persons described on lines 11b and 11c below, the governing body of a supported organization?

11a

A family member of a person described on 11a above?

11b

A 35% controlled entity of a person described on line 11a or 11b above? If “Yes” to 11a, 11b, or 11c, provide detail in Part VI.

11c

Section B. Type I Supporting Organizations

Yes

Did the officers, directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.

Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.

Section C. Type II Supporting Organizations

Yes

Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).

Section D. All Type III Supporting Organizations

Yes

Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?

Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).

By reason of the relationship described in line 2 above, did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.

Section E. Type III Functionally-Integrated Supporting Organizations

Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):

The organization satisfied the Activities Test. Complete line 2 below.

The organization is the parent of each of its supported organizations. Complete line 3 below.

The organization supported a governmental entity. Describe in Part VI how you supported a government entity (see instructions)

Activities Test. Answer lines 2a and 2b below.

Yes

Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.

Did the activities described on line 2a, above constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.

Parent of Supported Organizations. Answer lines 3a and 3b below.

Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations?If "Yes" or "No", provide details in Part VI.

Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.

Schedule A (Form 990) 2023

Page 6

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations

Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970 (explain in Part VI). See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.

	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)
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):
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 0.015 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 0.035	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

Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)

Schedule A (Form 990) 2023

Page 7

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations(continued)

Section D - Distributions		Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes	1
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity	2
3 Administrative expenses paid to accomplish exempt purposes of supported organizations	3
4 Amounts paid to acquire exempt-use assets	4
5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI)	5
6 Other distributions (describe in Part VI). See instructions	6
7Total annual distributions. Add lines 1 through 6.	7
8 Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions	8
9 Distributable amount for 2023 from Section C, line 6	9
10 Line 8 amount divided by Line 9 amount	10

Section E - Distribution Allocations (see instructions)		(i) Excess Distributions	(ii) Underdistributions Pre-2023	(iii) Distributable Amount for 2023
1 Distributable amount for 2023 from Section C, line 6
2 Underdistributions, if any, for years prior to 2023 (reasonable cause required-- explain in Part VI). See instructions.
3 Excess distributions carryover, if any, to 2023:
a From 2018.......
b From 2019.......
c From 2020.......
d From 2021.......
e From 2022.......
fTotal of lines 3a through e
g Applied to underdistributions of prior years
h Applied to 2023 distributable amount
i Carryover from 2018 not applied (see instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.
4Distributions for 2023 from Section D, line 7:
$
a Applied to underdistributions of prior years
b Applied to 2023 distributable amount
c Remainder. Subtract lines 4a and 4b from line 4.
5 Remaining underdistributions for years prior to 2023, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions.
6 Remaining underdistributions for 2023. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions.
7 Excess distributions carryover to 2024. Add lines 3j and 4c.
8 Breakdown of line 7:
a Excess from 2019.....
b Excess from 2020.....
c Excess from 2021.....
d Excess from 2022.....
e Excess from 2023.....

Schedule A (Form 990) (2023)

Schedule A (Form 990) 2023

Page 8

Part VI

Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).

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 WAYS IN THE STATE OF ALABAMA. 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. UWAL ALSO PROVIDES HELP FOR THE HOMELESS. UWAL CONTRACTED WITH THE ALABAMA DEPARTMENT OF HUMAN RESOURCES TO ASSIST "WORK-ELIGIBLE" SNAP RECIPIENTS WITH EMPLOYMENT AND TRAINING SERVICES THROUGH THE ARESET (ALABAMA RESOURCES FOR ENRICHMENT, SELF-SUFFICIENCY, AND EMPLOYMENT TRAINING) PROGRAM. UWAL HAS SEVERAL GRANTS THAT WORK WITH 2-1-1 TO PROVIDE WRAP-AROUND SERVICES FOR CLIENTS WITH COVID-19 TESTING AND QUARANTINING IN ORDER TO PREVENT THE SPREAD OF COVID-19, SUPPORT NAVIGATORS IN FEDERAL AND STATE MARKET PLACE PARTNERSHIPS TO ASSIST ANY CLIENTS THAT NEED OR WANT MARKETPLACE INSURANCE, AND TO PROVIDE REFERRALS FOR ANY CLIENTS WITH SCHOOL AGED CHILDREN WHO ARE ENROLLED IN PUBLIC SCHOOL AND ARE HOMELESS OR AT THE RISK OF BECOMING 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.

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 WAYS IN THE STATE OF ALABAMA. 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. UWAL ALSO PROVIDES HELP FOR THE HOMELESS. UWAL CONTRACTED WITH THE ALABAMA DEPARTMENT OF HUMAN RESOURCES TO ASSIST "WORK-ELIGIBLE" SNAP RECIPIENTS WITH EMPLOYMENT AND TRAINING SERVICES THROUGH THE ARESET (ALABAMA RESOURCES FOR ENRICHMENT, SELF-SUFFICIENCY, AND EMPLOYMENT TRAINING) PROGRAM. UWAL HAS SEVERAL GRANTS THAT WORK WITH 2-1-1 TO PROVIDE WRAP-AROUND SERVICES FOR CLIENTS WITH COVID-19 TESTING AND QUARANTINING IN ORDER TO PREVENT THE SPREAD OF COVID-19, SUPPORT NAVIGATORS IN FEDERAL AND STATE MARKET PLACE PARTNERSHIPS TO ASSIST ANY CLIENTS THAT NEED OR WANT MARKETPLACE INSURANCE, AND TO PROVIDE REFERRALS FOR ANY CLIENTS WITH SCHOOL AGED CHILDREN WHO ARE ENROLLED IN PUBLIC SCHOOL AND ARE HOMELESS OR AT THE RISK OF BECOMING 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.

Schedule A (Form 990) 2023

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
right arrow

Attach to Form 990.
right arrow

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2022

Open to Public Inspection

Name of the organization

UNITED WAYS OF ALABAMA

Employer identification number

75-3165175

Part I

Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.

		(a) Donor advised funds	(b) Funds and other accounts
1	Total number at end of year .........
2	Aggregate value of contributions to (during year)
3	Aggregate value of grants from (during year)
4	Aggregate value at end of year ........

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? ............

Yes No

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? ...................................

Yes No

Part II

Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.

Purpose(s) of conservation easements held by the organization (check all that apply).

Preservation of land for public use (e.g., recreation or education) Preservation of an historically important land area

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

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.


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 July 25, 2006, and not on a historic structure listed in the National Register ...	2d

Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year right arrow

Number of states where property subject to conservation easement is located right arrow

Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............

Yes No

Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow

Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow

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)? .............................

Yes No

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" on Form 990, Part IV, line 8.

If the organization elected, as permitted under FASB 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.

If the organization elected, as permitted under FASB 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)

Revenue included on Form 990, Part VIII, line 1 ......................... right arrow

(ii)

Assets included in Form 990, Part X ............................... right arrow

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 FASB ASC 958 relating to these items:

Revenue included on Form 990, Part VIII, line 1 .......................... right arrow

Assets included in Form 990, Part X ............................... right arrow

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 52283D

Schedule D (Form 990) 2022

Page 2

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)

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):

Public exhibition

Loan or exchange programs

Scholarly research

Other

Preservation for future generations

Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.

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?...

Yes No

Part IV

Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.

Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................

Yes No


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

Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...

Yes No

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" on Form 990, Part IV, line 10.

		(a) Current year	(b) Prior year	(c) Two years back	(d) Three years back	(e) Four years back

1a	Beginning of year balance ....
b	Contributions ...
c	Net investment earnings, gains, and losses
d	Grants or scholarships ...
e	Other expenditures for facilities and programs ...
f	Administrative expenses ....
g	End of year balance ......

Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:

Board designated or quasi-endowment right arrow

Permanent endowment right arrow

Term endowment right arrow

The percentages on lines 2a, 2b, and 2c should equal 100%.

Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes

(i) Unrelated organizations .................

3a(i)

(ii) Related organizations .................

3a(ii)

If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........

Describe in Part XIII the intended uses of the organization's endowment funds.

Part VI

Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. 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 .....
b	Buildings ....
c	Leasehold improvements
d	Equipment ....	10,924	10,883	41
e	Other .....
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..				41

Schedule D (Form 990) 2022

Page 3

Part VII

Investments - Other Securities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. 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........
(3)Other
(A)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)

Part VIII

Investments - Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.

(a) Description of investment	(b) Book value	(c) Method of valuation: Cost or end-of-year market value

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)

Part IX

Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.

(a) Description				(b) Book value

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........

Part X

Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.

1.(a) Description of liability	(b) Book value
(1) Federal income taxes
LEASE LIABILITY - LONG TERM	6,213
CURRENT MATURITY OF LEASE LIABILITY	2,704
WITHHELD STATE INCOME TAX	633
RETIREMENT AMERICAN HERITAGE	583
EMPLOYEE IRA WITHHELD	325




Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)	10,458
2. Liability for uncertain tax positions. 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) 2022

Page 4

Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total revenue, gains, and other support per audited financial statements .......			1	3,353,070
2	Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a	Net unrealized gains (losses) on investments ....	2a
b	Donated services and use of facilities .........	2b
c	Recoveries of prior year grants ...........	2c
d	Other (Describe in Part XIII.) ...........	2d	104,726
e	Add lines 2a through 2d .....................			2e	104,726
3	Subtract line 2e from line 1..................			3	3,248,344
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
b	Other (Describe in Part XIII.) ...........	4b
c	Add lines 4a and 4b....................			4c
5	Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ......			5	3,248,344

Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total expenses and losses per audited financial statements ...........			1	3,224,736
2	Amounts included on line 1 but not on Form 990, Part IX, line 25:
a	Donated services and use of facilities .........	2a
b	Prior year adjustments ............	2b
c	Other losses ................	2c
d	Other (Describe in Part XIII.) ...........	2d	104,726
e	Add lines 2a through 2d....................			2e	104,726
3	Subtract line 2e from line 1...................			3	3,120,010
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
b	Other (Describe in Part XIII.) ...........	4b
c	Add lines 4a and 4b.....................			4c
5	Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ......			5	3,120,010

Part XIII

Supplemental Information

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.

Return Reference	Explanation
SCHEDULE D, PAGE 2, PART IV, LINE 2B	THE UNITED WAYS OF ALABAMA ACTS AS AN AGENT FOR THE FOLLOWING CHARITABLE CAMPAIGNS: HYUNDAI MOTOR MANUFACTURING ALABAMA TEAM MEMBER CAMPAIGN,THE ALABAMA STATE EMPLOYEES COMBINED CAMPAIGN, AND THE ALABAMA STATE EMPLOYEES MONTGOMERY AREA CHARITABLE CAMPAIGN. THE UWAL ACTS AS AN INTERMEDIARY FOR THESE FUNDS. FUNDS ARE ELECTRONICALLY REMITTED AND THE UWAL DISBURSES THESE FUNDS BASED ON THE DESIGNATIONS OF THE PLEDGE CARDS BY THE DONORS. IN ADDITION, THE GOVERNOR'S OFFICE OF VOLUNTEER SERVICES ALSO REMITS FUNDS TO THE UWAL. THE UWAL DISBURSES MONEY BASED ON REIMBURSEMENT REQUESTS SUBMITTED.
SCHEDULE D, PAGE 4, PART XI, LINE 2D	FORM 990 PART VIII LINE 8B - DIRECT EXPENSES FUNDRAISING 104,726
SCHEDULE D, PAGE 4, PART XII, LINE 2D	FORM 990 PART VIII LINE 8B - DIRECT EXPENSES FUNDRAISING 104,726

Schedule D (Form 990) 2022

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE G (Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Information Regarding
Fundraising or Gaming Activities

Complete if the organization answered "Yes" on Form 990, Part IV, lines 17, 18, or 19, or if the organization entered more than $15,000 on Form 990-EZ, line 6a. right arrow

Attach to Form 990 or Form 990-EZ.
right arrow

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2023

Open to Public Inspection

Name of the organization
UNITED WAYS OF ALABAMA

Employer identification number

75-3165175

Part I

Fundraising Activities.Complete if the organization answered "Yes" on Form 990, Part IV, line 17.

Form 990-EZ filers are not required to complete this part.

Indicate whether the organization raised funds through any of the following activities. Check all that apply.

a	Mail solicitations	e	Solicitation of non-government grants
b	Internet and email solicitations	f	Solicitation of government grants
c	Phone solicitations	g	Special fundraising events
d	In-person solicitations

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?

YesNo

If "Yes," list the 10 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)	(iii) Did fundraiser have custody or control of contributions?
	Yes	No










Total . . . . . . . . . . . . . . . . . . . .

List all states in which the organization is registered or licensed to solicit contributions or has been notified it is exempt from registration or licensing.

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 50083H

Schedule G (Form 990) 2023

Page 2

Part II

Fundraising Events. Complete if the organization answered "Yes" on 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 BO BIKES BAMA (event type)	(b) Event #2 (event type)	(c) Other events (total number)	(d) Total events (add col. (a) through col. (c))
1	Gross receipts . . . . .	193,507			193,507
2	Less: Contributions . . . .	45,022			45,022
3	Gross income (line 1 minus line 2) . . . . . .	148,485			148,485

4	Cash prizes . . . . .
5	Noncash prizes . . . .
6	Rent/facility costs . . . .	45,348	45,348
7	Food and beverages . . .
8	Entertainment . . . .
9	Other direct expenses . . .	59,379	59,379
10	Direct expense summary. Add lines 4 through 9 in column (d) . . . . . . . . . .		104,727
11	Net income summary. Subtract line 10 from line 3, column (d). . . . . . . . . .		43,758

Part III

Gaming. Complete if the organization answered "Yes" on Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a.

		(a) Bingo	(b) Pull tabs/Instant bingo/progressive bingo	(c) Other gaming	(d) Total gaming (add col.(a) through col.(c))
1	Gross revenue . . . . .

2	Cash prizes . . . . .
3	Noncash prizes . . . .
4	Rent/facility costs . . . .
5	Other direct expenses . . .

Volunteer labor . . . .

	Yes %
	No

	Yes %
	No

	Yes %
	No

Direct expense summary. Add lines 2 through 5 in column (d) . . . . . . . . . . right arrow

Net gaming income summary. Subtract line 7 from line 1, column (d). . . . . . . . . right arrow

Enter the state(s) in which the organization conducts gaming activities:

Is the organization licensed to conduct gaming activities in each of these states? . . . . . . . .

YesNo

If "No," explain:

10a

Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? . . .

YesNo

If "Yes," explain:

Schedule G (Form 990) 2023

Page 3

Does the organization conduct gaming activities with nonmembers? . . . . . . . . . . .

YesNo

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? . . . . . . . . . . . . . . . . .

YesNo

Indicate the percentage of gaming activity conducted in:

The organization's facility . . . . . . . . . . . . . . . . . .

13a

An outside facility . . . . . . . . . . . . . . . . . . . .

13b

Enter the name and address of the person who prepares the organization's gaming/special events books and records:

Name

Address

15a

Does the organization have a contract with a third party from whom the organization receives gaming

revenue? . . . . . . . . . . . . . . . . . . . . . . . .

YesNo

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

$ .

If "Yes," enter name and address of the third party:

Name

Address

Gaming manager information:

Name

Gaming manager compensation right arrow

Description of services provided right arrow

Director/officer Employee Independent contractor

Mandatory distributions:

Is the organization required under state law to make charitable distributions from the gaming proceeds to

retain the state gaming license? . . . . . . . . . . . . . . . . . . .

YesNo

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. 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 provide any additional information. See instructions.

Return Reference	Explanation

Schedule G (Form 990) 2023

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE O
(Form 990)

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 990-EZ or to provide any additional information.
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2023

Open to Public
Inspection

Name of the organization

UNITED WAYS OF ALABAMA

Employer identification number

75-3165175

Return Reference	Explanation
FORM 990 - ORGANIZATION'S MISSION	THE MISSION OF THE UNITED WAYS OF ALABAMA IS TO ADVANCE THE INTERESTS OF THE PROGRAMS OF ITS MEMBER ORGANIZATIONS BY PROVIDING A VEHICLE FOR COMMON EFFORT. THIS EFFORT MAY TAKE THE FORM OF DISCUSSIONS, STUDIES, RECOMMENDATIONS OR ACTIONS IN PROBLEMS OF MUTUAL INTEREST.
FORM 990, PAGE 2, PART III, LINE 4C	UWAL CONTINUED ITS PARTNERSHIP WITH THE ALABAMA DEPARTMENT OF PUBLIC HEALTH WITH THE COVID-19 WRAP-AROUND SERVICES INITIATIVE IN 2023. THIS PROGRAM IS DESIGNED TO PROVIDE INDIVIDUALS NEEDING TO QUARANTINE TO PREVENT THE SPREAD OF THE DISEASE VITAL WRAP-AROUND SERVICES SUCH AS FOOD, CLEANING AND PERSONAL CARE ITEMS. THIS PROGRAM ALSO ALLOWS FOR TRANSPORTATION TO AND FROM TESTING AND VACCINATION SITES. THE 2-1-1 CONNECTS ALABAMA NETWORK SCREENED NEARLY 100,000 CLIENTS FOR ELIGIBILITY IN 2023. UWAL AND ITS PARTNER AGENCIES PROVIDED SERVICES TO MORE THAN 1,400 FAMILIES THROUGH THIS PROGRAM. SERVICES INCLUDED HOTELING, FOOD/GROCERIES DELIVERED, CLEANING SUPPLIES AND PERSONAL ITEMS WHICH ALLOWED INDIVIDUALS TO QUARANTINE FOR AT LEAST 5 DAYS, HELPING TO STOP THE SPREAD OF COVID-19. THE PROGRAM ALSO HELPED REMOVE ANY BARRIERS FOR INDIVIDUALS WHO NEEDED TESTING OR A VACCINE.
FORM 990, PAGE 2, PART III, LINE 4D	UWAL MANAGES THE STATE COMBINED CAMPAIGN FOR STATE OF ALABAMA EMPLOYEES. THE CAMPAIGN RAISES DESIGNATED AND UNDESIGNATED CONTRIBUTIONS FROM STATE OF ALABAMA EMPLOYEES FOR VARIOUS CHARITABLE ORGANIZATIONS. ADDITIONALLY, UWAL MANAGES THE CHARITABLE CAMPAIGN FOR HYUNDAI MOTOR MANUFACTURING ALABAMA TEAM MEMBER CAMPAIGN. UNITED WAYS OF ALABAMA (UWAL) HAS TWO FUNDS DESIGNATED FOR DISASTER EMERGENCY RESPONSE AND RELIEF. 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." 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. THE FUND ALSO PROVIDES FUNDING FOR COMMUNITY STORM SHELTERS TO PREVENT LOSS OF LIFE DURING INCLEMENT WEATHER. UWAL MANAGES AND FUNDS THE TELECOMMUNICATION 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. 2-1-1 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 CLOUD BASED COMMUNICATION 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). IN 2023, 2-1-1 ANSWERED NEARLY 160,000 CALLS, TEXTS AND CHATS REPRESENTING 180,924 NEEDS OR PROBLEMS PARTNERED WITH SOLUTIONS WITHIN OUR COMMUNITIES . THE WEBSITE, WWW.211CONNECTSALABAMA.ORG HAD MORE THAN 138,000 UNIQUE VISITORS AND OVER 500,000 SEARCHES AND WEBSITE VIEWS. 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 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.
FORM 990, PART IX, LINE 24E	CMS REIMBURSE HANDS 202,805 0 0 ASDOE AGENCY PAYMENT 146,884 0 0 CMS CALL CENTER SCRE 104,707 0 0 GERF DISASTER RESPON 56,346 0 0 211 NIGHT & WEEKEND 55,975 0 0 ADPH DIRECT SERVICES 33,397 0 0 CAMERA/CARD/MAIN. AGREE 20,948 0 0 CMS NIGHT & WEEKEND 14,470 0 0 211SOFTWARE 12,800 0 0 211 STATEWIDE PHONE 10,159 0 0 SCC CAMPAIGN MATERIA 8,208 0 0 ADSOE NIGHT AND WEEK 8,068 0 0 CMS STATEWIDE PHONE 7,884 0 0 ARESET 2-1-1 LINE CO 7,465 0 0 ADPH NIGHT AND WEEKE 7,363 0 0 CMS 211/UWAL OTHER 6,900 0 0 ARESET NIGHT AND WEE 6,431 0 0 CMS EMS/PP 5,750 0 0 ARESET SOFTWARE 5,184 0 0 CMS SOFTWARE 4,722 0 0 CMS VISIONLINK 1X CO 4,417 0 0 ASDOE VISIONLINK 1X 4,333 0 0 ASDOE STATEWIDE PHON 4,161 0 0 ADPH STATEWIDE PHONE 4,158 0 0 ADPH SOFTWARE 3,404 0 0 211 CAMPAIGN MATERIA 3,000 0 0 HYUNDAI CAMPAIGN MAT 2,705 0 0 ASDOE SOFTWARE 2,633 0 0 211 COUNTS 2,500 0 0 SCC SOFTWARE 1,971 0 0 ARESET EXPENSES 1,886 0 0 211 TRANSLATION SERV 1,645 0 0 SCC COMPUTERS, ETC. 1,338 0 0 SCC COMPUTER HOSTING 1,247 0 0 ADPH COMPUTER HOSTIN 1,229 0 0 ARESET COMPUTER HOST 1,219 0 0 CMS COMPUTER 1,202 0 0 UWAL COS MEMBERSHIP 0 1,000 0 ARESET VISIONLINK 1X 951 0 0 SCC COPIER 919 0 0 ARESET COPIER 828 0 0 ADPH COPIER 795 0 0 UWAL SOFTWARE 0 752 0 SCC POSTAGE 629 0 0 ADPH DIRECT PROGRAM 588 0 0 ADPH TELEPHONE 554 0 0 SCC TELEPHONE 535 0 0 ARESET TRANSLATION S 510 0 0 MASCC SOFTWARE 432 0 0 SCC WEBSITE 424 0 0 CMS TRANSLATION SERV 395 0 0 HYUNDAI OFFICE EXPEN 386 0 0 MASCC COMPUTER HOSTI 371 0 0 ADPH TRANSLATION SER 364 0 0 ARESET TELEPHONE 356 0 0 CMS COPIER 336 0 0 ADPH VISIONLINK 1XCO 308 0 0 UWAL COPIER 0 304 0 ADPH OFFICE EXPENSE 303 0 0 CMS COMPUTER HOSTING 298 0 0 211 COPIER 291 0 0 ARESET OFFICE SUPPLI 289 0 0 SPECIAL DISASTER 282 0 0 ARESET COMPUTERS, ET 278 0 0 UWAL OFFICE EXPENSE 0 276 0 UWAL COMPUTERS, ETC. 0 276 0 MASCC COMPUTERS, ETC 270 0 0 ASDOE TRANSLATION SE 259 0 0 UWAL COMPUTER HOSTIN 0 250 0 211 COMPUTER HOSTING 249 0 0 SCC OFFICE EXPENSE 235 0 0 SCC INTERNET SERVICE 225 0 0 ARESET INTERNET 216 0 0 ADPH COMPUTERS 211 0 0 ADPH INTERNET SERVIC 209 0 0 ADPH WEBSITE 203 0 0 ARESET WEBSITE 199 0 0 211 WEBSITE 193 0 0 CMS OFFICE EXPENSE 136 0 0 SCC PAYPAL FEES 133 0 0 UWAL WEBSITE 0 114 0 BANK FEES-GERF 108 0 0 MASCC TELEPHONE 105 0 0 UWAL INTERNET SERVIC 0 101 0 CMS WEBSITE 95 0 0 CMS TELEPHONE 93 0 0 TAXES- PAYROLL 91 0 0 211 TELEPHONE 86 0 0 CMS INTERNET SERVICE 83 0 0 ASDOE COPIER 82 0 0 UWAL TELEPHONE 0 80 0 COPIER 78 0 0 211 INTERNET SERVICE 77 0 0 ASDOE COMPUTER HOSTI 73 0 0 GERF COMPUTER HOSTIN 73 0 0 OFFICE EXPENSE 70 0 0 GERF SOFTWARE 63 0 0 GERF WEBSITE 56 0 0 211 DISASTER RESPONS 50 0 0 211 OFFICE EXPENSE 42 0 0 WEBSITE 33 0 0 ARESET POSTAGE 29 0 0 ASDOE WEBSITE 28 0 0 ADPH POSTAGE 27 0 0 ASDOE OFFICE EXPENSE 26 0 0 ASDOE INTERNET SERVI 23 0 0 ASDOE COMPUTERS 23 0 0 MASCC INTERNET SERVI 20 0 0 INTERNET SERVICES 19 0 0 211 POSTAGE 18 0 0 COPIER - GERF 17 0 0 GERF TELEPHONE 16 0 0 ASDOE POSTAGE 13 0 0 POSTAGE 13 0 0 UWAL POSTAGE 0 11 0 CMS POSTAGE 10 0 0 GERF INTERNET SERVIC 7 0 0 ASDOE TELEPHONE 4 0 0 GERF OFFICE EXPENSE 2 0 0 TOTAL 785,327 3,164 0
FORM 990, PART XI, LINE 9	FORM 990 PART VIII LINE 8B - DIRECT EXPENSES FUNDRAISING 104,726 FORM 990 PART VIII LINE 8B - DIRECT EXPENSES FUNDRAISING -104,726

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 51056K

Schedule O (Form 990) 2023

Additional Data

Software ID:
Software Version:

1	Briefly describe the organization’s mission or most significant activities: THE MISSION OF THE UNITED WAYS OF ALABAMA IS TO ADVANCE THE INTERESTS OF THE PROGRAMS OF ITS MEMBER ORGANIZATIONS BY PROVIDING A VEHICLE FOR COMMON EFFORT. THIS EFFORT MAY TAKE THE FORM OF DISCUSSIONS, STUDIES, RECOMMENDATIONS OR ACTIONS IN PROBLEMS OF MUTUAL INTEREST.
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	22
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	22
5	Total number of individuals employed in calendar year 2023 (Part V, line 2a) ......	5	6
6	Total number of volunteers (estimate if necessary) .............	6
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	0
b	Net unrelated business taxable income from Form 990-T, Part I, line 11 .........	7b

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	2,344,618	1,923,573
9	Program service revenue (Part VIII, line 2g) .........	949,006	1,234,609
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	4,837	46,404
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	196,705	43,758
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	3,495,166	3,248,344
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...		0
14	Benefits paid to or for members (Part IX, column (A), line 4).....		0
15	Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)	249,452	274,642
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....		0
b	Total fundraising expenses (Part IX, column (D), line 25) 0
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	3,185,753	2,845,368
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	3,435,205	3,120,010
19	Revenue less expenses. Subtract line 18 from line 12.......	59,961	128,334
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	2,815,599	2,974,809
21	Total liabilities (Part X, line 26).............	771,629	802,505
22	Net assets or fund balances. Subtract line 21 from line 20.....	2,043,970	2,172,304

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 959,502 including grants of $ ) (Revenue $ 975,526 )
	UWAL CONTRACTED WITH THE ALABAMA DEPARTMENT OF HUMAN RESOURCES TO ASSIST "WORK-ELIGIBLE" SNAP RECIPIENTS WITH EMPLOYMENT AND TRAINING SERVICES THROUGH THE ARESET (ALABAMA RESOURCES FOR ENRICHMENT, SELF- SUFFICIENCY, AND EMPLOYMENT TRAINING) PROGRAM. THE PROGRAM IS DESIGNED TO HELP ELIGIBLE SNAP RECIPIENTS OBTAIN THE SKILLS NEEDED TO GET A JOB OR GET A BETTER JOB. THE 2-1-1 CONNECTS ALABAMA NETWORK SCREENED 70,947 CLIENTS FOR ELIGIBILITY IN 2023.

4b	(Code: ) (Expenses $ 822,824 including grants of $ ) (Revenue $ )
	UWAL HAS PARTNERED WITH AIDS ALABAMA TO HELP CONSUMERS, SMALL BUSINESSES AND THEIR EMPLOYEES AS THEY LOOK FOR HEALTH CARE COVERAGE OPTIONS THROUGH THE MARKETPLACE, INCLUDING COMPLETING ELIGIBILITY AND ENROLLMENT FORMS. THE 2-1-1 CONNECTS ALABAMA NETWORK SCREENED 84,654 CALLERS TO IDENTIFY THOSE WHO NEEDED HEALTH CARE COVERAGE. OUR NAVIGATORS HELPED 16,604 ALABAMAIANS UNFAMILIAR WITH THE INS AND OUTS OF THE HEALTHCARE SYSTEM, HELPED 328 TO GET THE BEST CARE AND COVERAGE, AND DID OUTREACH AT 131 EVENTS.

4c	(Code: ) (Expenses $ 807,573 including grants of $ ) (Revenue $ )
	UWAL CONTINUED ITS PARTNERSHIP WITH THE ALABAMA DEPARTMENT OF PUBLIC HEALTH WITH THE COVID-19 WRAP-AROUND SERVICES INITIATIVE IN 2023. THIS PROGRAM IS DESIGNED TO PROVIDE INDIVIDUALS NEEDING TO QUARANTINE TO PREVENT THE SPREAD OF THE DISEASE VITAL WRAP-AROUND SERVICES SUCH AS FOOD, CLEANING AND PERSONAL CARE ITEMS. THIS PROGRAM ALSO ALLOWS FOR TRANSPORTATION TO AND FROM TESTING AND VACCINATION SITES. THE 2-1-1 CONNECTS ALABAMA NETWORK SCREENED NEARLY 100,000 CLIENTS FOR ELIGIBILITY IN 2023. UWAL AND ITS PARTNER AGENCIES PROVIDED SERVICES TO MORE THAN 1,400 FAMILIES THROUGH THIS PROGRAM. SERVICES INCLUDED HOTELING, FOOD/GROCERIES DELIVERED, CLEANING SUPPLIES AND PERSONAL ITEMS WHICH ALLOWED INDIVIDUALS TO QUARANTINE FOR AT LEAST 5 DAYS, HELPING TO STOP THE SPREAD OF COVID-19. THE PROGRAM ALSO HELPED REMOVE ANY BARRIERS FOR INDIVIDUALS WHO NEEDED TESTING OR A VACCINE.

	(Code: ) (Expenses $ 497,674 including grants of $ ) (Revenue $ 259,083 )
	UWAL MANAGES THE STATE COMBINED CAMPAIGN FOR STATE OF ALABAMA EMPLOYEES. THE CAMPAIGN RAISES DESIGNATED AND UNDESIGNATED CONTRIBUTIONS FROM STATE OF ALABAMA EMPLOYEES FOR VARIOUS CHARITABLE ORGANIZATIONS. ADDITIONALLY, UWAL MANAGES THE CHARITABLE CAMPAIGN FOR HYUNDAI MOTOR MANUFACTURING ALABAMA TEAM MEMBER CAMPAIGN. UNITED WAYS OF ALABAMA (UWAL) HAS TWO FUNDS DESIGNATED FOR DISASTER EMERGENCY RESPONSE AND RELIEF. 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." 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. THE FUND ALSO PROVIDES FUNDING FOR COMMUNITY STORM SHELTERS TO PREVENT LOSS OF LIFE DURING INCLEMENT WEATHER. UWAL MANAGES AND FUNDS THE TELECOMMUNICATION 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. 2-1-1 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 CLOUD BASED COMMUNICATION 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). IN 2023, 2-1-1 ANSWERED NEARLY 160,000 CALLS, TEXTS AND CHATS REPRESENTING 180,924 NEEDS OR PROBLEMS PARTNERED WITH SOLUTIONS WITHIN OUR COMMUNITIES . THE WEBSITE, WWW.211CONNECTSALABAMA.ORG HAD MORE THAN 138,000 UNIQUE VISITORS AND OVER 500,000 SEARCHES AND WEBSITE VIEWS. 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).

4d	Other program services (Describe in Schedule O.)
	(Expenses $ 497,674 including grants of $ ) (Revenue $ 259,083 )
4e	Total program service expenses3,087,573

(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/1099-NEC)	(E) Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)	(F) Estimated amount of other compensation from the organization and related organizations
(A) Name and title
(18) JANNAH BAILEY........................................................................ MEMBER	1.00 .......................	X	0	0	0
(19) AMY PEOPLES........................................................................ MEMBER	1.00 .......................	X	0	0	0
(20) JACKIE WUSKA........................................................................ MEMBER	1.00 .......................	X	0	0	0
(21) VALERIE BURRAGE........................................................................ MEMBER	1.00 .......................	X	0	0	0
(22) BEN MOSER........................................................................ MEMBER	1.00 .......................	X	0	0	0

1b	Sub-Total..............
c	Total from continuation sheets to Part VII, Section A..
d	Total (add lines 1b and 1c).........	91,500	17,286

(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

1a	Federated campaigns..		1a	4,212
b	Membership dues..		1b	29,435
c	Fundraising events..		1c	45,022
d	Related organizations		1d
e	Government grants (contributions)		1e	1,836,405

f	All other contributions, gifts, grants, and similar amounts not included above		1f	8,499

g	Noncash contributions included in lines 1a - 1f:$		1g	9,272

h Total. Add lines 1a-1f.......		1,923,573

		Business Code
2a	ARESET INCOME		929,677	929,677
b	211 DUES INCOME		146,021	146,021
c	STATE COMBINED CAMPAIGN		99,209	99,209
d	ARESET FEE INCOME		45,849	45,849
e	211 GRANTS		5,100	5,100
f	All other program service revenue.		8,753	8,753
g	Total. Add lines 2a–2f .....		1,234,609

3 Investment income (including dividends, interest, and othersimilar amounts) ......			46,404	46,404
4 Income from investment of tax-exempt bond proceeds
5 Royalties...........
			(i) Real	(ii) Personal
6a	Gross rents	6a
b	Less: rental expenses	6b
c	Rental income or (loss)	6c
d	Net rental income or (loss).......
			(i) Securities	(ii) Other
7a	Gross amount from sales of assets other than inventory	7a
b	Less: cost or other basis and sales expenses	7b
c	Gain or (loss)	7c
d	Net gain or (loss).........
8a	Gross income from fundraising events (not including $ 45,022of contributions reported on line 1c). See Part IV, line 18 ....
			8a	148,485
b	Less: direct expenses ...		8b	104,727
c	Net income or (loss) from fundraising events..			43,758
9a	Gross income from gaming activities. See Part IV, line 19 ...
			9a
b	Less: direct expenses ...		9b
c	Net income or (loss) from gaming activities..
10a	Gross sales of inventory, less returns and allowances ..
			10a
b	Less: cost of goods sold ..		10b
c	Net income or (loss) from sales of inventory..

Business Code
11a
b
c
d	All other revenue ....
e	Total. Add lines 11a–11d ......
12	Total revenue. See instructions.....			3,248,344	1,281,013

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....
2	Grants and other assistance to domestic individuals. See Part IV, line 22 ...........
3	Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............
4	Benefits paid to or for members .......
5	Compensation of current officers, directors, trustees, and key employees ...........	91,500	81,342	10,158
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........
7	Other salaries and wages........	131,568	125,185	6,383
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	13,999	12,378	1,621
9	Other employee benefits .......	21,019	18,831	2,188
10	Payroll taxes ...........	16,556	15,302	1,254
11	Fees for services (non-employees):
a	Management ......
b	Legal .........
c	Accounting ...........	38,000	33,500	4,500
d	Lobbying ...........
e	Professional fundraising services. See Part IV, line 17
f	Investment management fees ......
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)
12	Advertising and promotion ....
13	Office expenses .......
14	Information technology ......
15	Royalties ..
16	Occupancy ...........	15,277	13,683	1,594
17	Travel ............	960	586	374
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .
19	Conferences, conventions, and meetings ....	3,825	2,624	1,201
20	Interest ...........
21	Payments to affiliates .......
22	Depreciation, depletion, and amortization ..	50	50
23	Insurance ...
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	ARESET AGENCY PAY	871,130	871,130
b	ADPH SUBCONTRACT PAY	691,055	691,055
c	CMS REIMBURSE UWN	225,634	225,634
d	CMS REIMBURSE LIFELI	210,946	210,946
e	All other expenses	788,491	785,327	3,164
25	Total functional expenses. Add lines 1 through 24e	3,120,010	3,087,573	32,437	0
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 if following SOP 98-2 (ASC 958-720).

1	Cash–non-interest-bearing ........			212,578	1	526,412
2	Savings and temporary cash investments .........			1,628,749	2	1,255,575
3	Pledges and grants receivable, net ......				3
4	Accounts receivable, net .............			487,034	4	491,747
5	Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
					5
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
					6
7	Notes and loans receivable, net ...........				7
8	Inventories for sale or use ............				8
9	Prepaid expenses and deferred charges ......				9
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	10,924
b	Less: accumulated depreciation	10b	10,883	90	10c	41
11	Investments—publicly traded securities .			487,148	11	692,117
12	Investments—other securities. See Part IV, line 11 .....				12
13	Investments—program-related. See Part IV, line 11 ..				13
14	Intangible assets ...............				14
15	Other assets. See Part IV, line 11 ...........				15	8,917
16	Total assets. Add lines 1 through 15 (must equal line 33)...			2,815,599	16	2,974,809

17	Accounts payable and accrued expenses .....	477,696	17	492,366
18	Grants payable ...		18
19	Deferred revenue .........		19
20	Tax-exempt bond liabilities .........		20
21	Escrow or custodial account liability. Complete Part IV of Schedule D	293,339	21	299,681
22	Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
			22
23	Secured mortgages and notes payable to unrelated third parties ..		23
24	Unsecured notes and loans payable to unrelated third parties ..		24
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	594	25	10,458
26	Total liabilities. Add lines 17 through 25..	771,629	26	802,505

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........	426,175	27	503,209
28	Net assets with donor restrictions ...........	1,617,795	28	1,669,095
	Organizations that do not follow FASB ASC 958, check here and complete lines 29 through 33.
29	Capital stock or trust principal, or current funds .....		29
30	Paid-in or capital surplus, or land, building or equipment fund ...		30
31	Retained earnings, endowment, accumulated income, or other funds		31
32	Total net assets or fund balances ...........	2,043,970	32	2,172,304
33	Total liabilities and net assets/fund balances ........	2,815,599	33	2,974,809