2024-05-15T12:11:42-05:00 2023-09-30 454084437 WARREN AVERETT LLC 105 TALLAPOOSA STREET STE 300 MONTGOMERY AL 36104 990 2022-10-01 630330778 RIVER REGION UNITED WAY RIVE 3342647318 PO BOX 390 MONTGOMERY AL 36101 JANNAH BAILEY PRESIDENT & CEO 3342647318 2024-05-13 1 JANNAH BAILEY 999009999 0 JERI GROCE P01333499 3342712200 2024-05-13 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z JANNAH BAILEY PO BOX 390 MONTGOMERY AL 36101 2360259 0 X WWW.RRUW.ORG X 1953 AL THE MISSION OF THE RIVER REGION UNITED WAY IS TO IMPROVE THE QUALITY OF LIFE IN THE COMMUNITES IT SERVES BY CREATING LASTING AND SUSTAINABLE CHANGES IN THE COMMUNITY CONDITIONS. IN ITS DAILY OPERATIONS, RIVER REGION UNITWED WAY WILL UNITE VOLUNTEERS, CONTRIBUTORS, AND COMMUNITY ORGANIZATIONS TO ADDRESS THE CAUSES OF ISSUES INDENTIFIED IN REGULARLY CONDUCTED NEEDS ASSESSMENTS. 24 24 14 43 0 0 3882673 2063097 0 0 50708 297162 0 0 3933381 2360259 837364 810450 0 0 678778 601709 0 0 278667 948029 499946 2464171 1912105 1469210 448154 9145341 9899556 1423668 1680182 7721673 8219374 X THE MISSION OF THE RIVER REGION UNITED WAY IS TO IMPROVE THE QUALITY OF LIFE IN THE COMMUNITIES IT SERVES BY CREATING LASTING AND SUSTAINABLE CHANGES IN THE COMMUNITY CONDITIONS. IN ITS DAILY OPERATION, RIVER REGION UNITED WAY WILL UNITE VOLUNTEERS, CONTRIBUTORS, AND COMMUNITY ORGANIZATIONS TO ADDRESS THE CAUSES OF ISSUES IDENTIFIED IN REGULARLY CONDUCTED NEEDS ASSESSMENTS. 0 0 1377369 810450 DIIRECT SUPPORT TO UNITED WAY AGENCIES, ALLOCATIONS AND GRANTS, AND OTHER PROGRAMS 2-1-1 CONNECTS SOUTH CENTRAL ALABAMA PROGRAM CONNECTS RESIDENTS IN MONTGOMERY, AUTAUGA, BUTLER, COOSA, CRENSHAW, ELMORE, DALLAS, PERRY , MACON, LOWNDES, TALLAPOOSA, WILCOX, BULLOCK, PIKE, AND CRENSHAW COUNTIES THROUGH A STATEWIDE NETWORK OF 24/7 CALL CENTERS, WHICH PROVIDE INFORMATION AND ACCESS TO HEALTH AND HUMAN SERVICES BOTH LOCALLY AND STATEWIDE. THE INFORMATIONAL SERVICES DELIVERED CONNECTS PEOPLE TO PROVIDERS AND DIRECTLY ASSISTS RESIDENTS IN OBTAINING BASIC HUMAN NEEDS, PHYSICAL AND MENTAL HEALTH RESOURCES, EMPLOYMENT SUPPORT, AND AID FOR YOUTH AND FAMILIES AND PERSONS WITH DISABILITIES. THE RIVER REGION UNITED WAY PARTNERS THROUGH FUNDING AND ACTIVE INVOLVEMENT WITH THE PROGRAM BOTH LOCALLY AND STATEWIDE 1377369 1 1 0 0 0 0 0 0 0 1 1 1 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 10 0 1 14 1 0 0 0 0 0 0 0 0 0 0 X 24 24 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X SUSAN BARNES 3342647318 PO BOX 390 MONTGOMERY AL 36101 JENNIFER ANDERSON BOARD MEMBER 0.00 X 0 0 0 BRAD ARMAGOST BOARD MEMBER 0.00 X 0 0 0 SHEILA AUSTIN BOARD MEMBER 0.00 X 0 0 0 LISA BEERS BOARD MEMBER 0.00 X 0 0 0 CORNELIUS CALHOUN BOARD MEMBER 0.00 X 0 0 0 CHRIS CARVER BOARD MEMBER 0.00 X 0 0 0 RONDA CHERRY-SMOKE BOARD MEMBER 0.00 X 0 0 0 LARRY COBB BOARD MEMBER 0.00 X 0 0 0 CASSANDRA CROSBY BOARD MEMBER 0.00 X 0 0 0 AUSTIN GAINES BOARD MEMBER 0.00 X 0 0 0 MIKE HART BOARD MEMBER 0.00 X 0 0 0 LAWRENCE HAYGOOD BOARD MEMBER 0.00 X 0 0 0 RHEA INGRAM BOARD MEMBER 0.00 X 0 0 0 CHARLES JAMES BOARD MEMBER 0.00 X 0 0 0 TAMMY KNIGHT FLEMING BOARD MEMBER 0.00 X 0 0 0 BILL LACOMB BOARD MEMBER 0.00 X 0 0 0 KELVIN LAWRENCE BOARD MEMBER 0.00 X 0 0 0 ASHLEY LOUGH BOARD MEMBER 0.00 X 0 0 0 DELBERT MADISON BOARD MEMBER 0.00 X 0 0 0 KELLIE MCGHEE BOARD MEMBER 0.00 X 0 0 0 WILLIAM SCOTT BOARD MEMBER 0.00 X 0 0 0 ROBERT SMITH BOARD MEMBER 0.00 X 0 0 0 CHARISSE STOKES BOARD MEMBER 0.00 X 0 0 0 LARA WILSON BOARD MEMBER 0.00 X 0 0 0 JANNAH BAILEY PRESIDENT & CEO 40.00 X 90747 0 0 RONALD SIMMONS FORMER PRESIDENT & CEO 40.00 X 25883 0 0 JENNIFER KITCHENS FORMER CFO 40.00 X 13618 0 0 JULIE GREEN FORMER SVP & COO 40.00 X 34908 0 0 165156 0 0 0 0 0 0 0 2063097 2063097 46692 46692 19260 231210 0 0 19260 231210 250470 250470 2360259 0 0 297162 810450 810450 113000 45200 11300 56500 385513 174146 143239 68128 65173 25417 22159 17597 38023 11375 19958 6690 6971 6971 124392 62687 25346 36359 5450 1862 346 3242 86186 47709 3844 34633 8478 3440 2095 2943 16346 7759 2483 6104 1158 692 40 426 26053 13287 2084 10682 4288 2058 386 1844 PROGRAM EXPENSES 90924 90924 0 0 DUES & MEMEBERSHIPS 40302 38689 202 1411 OUTSOURCING 35521 18042 4203 13276 PROMOTIONAL MATERIALS 21426 9587 3182 8657 32451 14045 8231 10175 1912105 1377369 256069 278667 420681 299234 6243513 6803965 1003278 452527 7712 32915 10580 15139 525254 236780 314527 288474 1138138 962873 6912 1044429 9145341 9899556 80628 53108 1008972 579729 25612 25218 13458 13155 1303970 0 1423668 1680182 X 5978500 6623020 1743173 1596354 7721673 8219374 9145341 9899556 448154 49547 0 X 0 1 X 1 0 X 3100594 2740156 2871966 3882673 2063097 14658486 3100594 2740156 2871966 3882673 2063097 14658486 14658486 50752 56518 27512 32804 46692 214278 14946 18867 11325 17904 63042 14935806 0.98140 0.94350 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 1233799 12908 320079 499087 1067699 1437110 6887 -180075 30123 1233799 1299311 10245 154100 26546 1437110 1451248 24861 52510 229308 1299311 1438979 11417 68032 67180 1451248 1.00000 1 0 72162 72162 251614 49658 201956 201478 187122 14356 288474 MARKETABLE SECURITIES 962873 F 962873 CASH SURRENDER VALUE OF LIFE INSURANCE 6912 CERTIFICATES OF DEPOSIT 1037517 1044429 X 2403835 49547 1000 50547 2353288 6971 6971 2360259 1906134 1000 1000 1905134 6971 6971 1912105 PART IV, LINE 2B: FUNDS ARE ALLOCATED TO ORGANIZATIONS TO BE USED FOR PROGRAM EXPENSES AND ADMINISTRATIVE FEES DURING THE YEAR. PART V, LINE 4: THE ENDOWMENT FUNDS ARE SET UP WITH VARIOUS RESTRICTIONS. A. THE ANNUAL GIVING TRUST FUND RESTRICTS USE OF INVESTMENT EARNINGS FOR 10 YEARS AND PRINCIPAL FOR 50 YEARS FROM ITS INCEPTION IN 2001. B. THE ALLENDALE FUND RESTRICTS USE OF FUNDS DETERMINED BY THE BOARD AT THE TIME INCOME FROM THE PARTNERSHIP AND/OR PARTNERSHIP INTEREST IS DISTRIBUTED TO THE ORGANIZATION. C. THE DETOCQUEVILLE FUND MATCHES CONTRIBTUIONS GIVEN TO THE ORGANIZATION OVER A 2 YEAR PERIOD. D. THE MYRON J. ROTHSCHILD FUND FOR EMERGENCY RELIEF ASSISTS FAMILIES AND INDIVIDUALS IN NEED AS A RESULT OF HARDSHIP AND SUFFERING NOT COVERED BY ORGANIZED RELIEF AGENCIES. THE FUND IS MANAGED BY A THREE PERSON COMMITTEE THAT MAKES ALL DETERMINATIONS CONCERNING THE INVESTMENT OF THE PRINCIPAL AND APPLICATION OF THE INCOME. PART X, LINE 2: THE ORGANIZATION HAS NOT RECOGNIZED ANY RESPECTIVE LIABILITY FOR UNRECOGNIZED TAX BENEFITS AS IT HAS NO KNOWN TAX POSITIONS THAT WOULD SUBJECT THE ORGANIZATION TO ANY MATERIAL INCOME TAX EXPOSURE. THE TAX YEARS THAT REMAIN SUBJECT TO EXAMINATION ARE THE PERIODS BEGINNING ON OCTOBER 1, 2018 FOR ALL MAJOR TAX JURISDICTIONS. 1 AID TO INMATE MOTHERS 434 N MCDONOUGH STREET MONTGOMERY AL 36104 631032194 14800 0 ASSIST WITH ORAGANIZATIONS PROGRAMS AND SERVICES ALETHEIA HOUSE PO BOX 1514 MONTGOMERY AL 35201 630644067 14800 0 ASSIST WITH ORAGANIZATIONS PROGRAMS AND SERVICES AUTAUGA WEST ELMORE ARC PO BOX 681952 PRATTVILLE AL 36068 630889927 11200 0 ASSIST WITH ORAGANIZATIONS PROGRAMS AND SERVICES BOYS AND GIRLS CLUBS OF THE RIVER REGION 631 S PERRY STREET MONTGOMERY AL 36101 630302108 76700 0 ASSIST WITH ORAGANIZATIONS PROGRAMS AND SERVICES BRANTWOOD CHILDREN'S HOME 1309 UPPER WETUMPKA ROAD MONTGOMERY AL 36107 630318657 76000 0 ASSIST WITH ORAGANIZATIONS PROGRAMS AND SERVICES BUTTERFLY BRIDGE PO BOX 588 CLANTON AL 35046 320368713 11800 0 ASSIST WITH ORAGANIZATIONS PROGRAMS AND SERVICES CANCER WELLNESS FOUNDATION 4260 CARMICHAEL CT MONTGOMEYR AL 36106 721366767 17600 0 ASSIST WITH ORAGANIZATIONS PROGRAMS AND SERVICES CATHOLIC SOCIAL SERVICES 4455 NARROW LANE ROAD MONTGOMERY AL 36116 630627699 12000 0 ASSIST WITH ORAGANIZATIONS PROGRAMS AND SERVICES CHILD PROTECT CHILDREN'S ADVOCACY CENTER 935 S PERRY STREET MONTGOMERY AL 36104 631014993 29600 0 ASSIST WITH ORAGANIZATIONS PROGRAMS AND SERVICES CHILDREN'S CENTER OF MONTGOMERY 310 NORTH MADISON TERRACE MONTGOMERY AL 36107 630356658 14800 0 ASSIST WITH ORAGANIZATIONS PROGRAMS AND SERVICES EASTER SEALS CENTRAL ALABAMA 2185 NORMANDIE DRIVE MONTGOMERY AL 36111 630435761 13000 0 ASSIST WITH ORAGANIZATIONS PROGRAMS AND SERVICES EMBRACE ALABAMA KIDS (UNITED METH CHILDREN'S HOME 4001 CARMICHAEL ROAD MONTGOMERY AL 36106 630302145 9000 0 ASSIST WITH ORAGANIZATIONS PROGRAMS AND SERVICES FAMILY GUIDANCE CENTER OF ALABAMA 2358 FAIRLANE DRIVE MONTGOMERY AL 36116 630400591 12000 0 ASSIST WITH ORAGANIZATIONS PROGRAMS AND SERVICES FAMILY SUNSHINE CENTER 858 S COURT S MONTGOMERY AL 36104 630756933 30000 0 ASSIST WITH ORAGANIZATIONS PROGRAMS AND SERVICES FAMILY SUPPORT CENTER 113 W MAIN ST PRATTVILLE AL 36067 721392189 19600 0 ASSIST WITH ORAGANIZATIONS PROGRAMS AND SERVICES HANDSON RIVER REGION - 211 CONNECT 1537 JEAN STREET MONTGOMERY AL 36107 630663412 105000 0 ASSIST WITH ORAGANIZATIONS PROGRAMS AND SERVICES HEALTH SERVICES INC 100 E VANDIVER BLVD MONTGOMERY AL 36110 630568762 5900 0 ASSIST WITH ORAGANIZATIONS PROGRAMS AND SERVICES HOPE INSPIRED MINISTRIES 145 COLISEUM BLVD MONTGOMERY AL 36109 454501764 17700 0 ASSIST WITH ORAGANIZATIONS PROGRAMS AND SERVICES HOSPICE OF MONTGOMERY 111 HOLLOWAY PARK MONTGOMERY AL 36117 630768381 17700 0 ASSIST WITH ORAGANIZATIONS PROGRAMS AND SERVICES LEGAL SERVICES ALABAMA 2567 FAIRLANE DR MONTGOMERY AL 36116 630743038 17700 0 ASSIST WITH ORAGANIZATIONS PROGRAMS AND SERVICES MEDICAL OUTREACH MINISTRIES 5741 CARMICHAEL PKWY MONTGOMERY AL 36117 631204645 23600 0 ASSIST WITH ORAGANIZATIONS PROGRAMS AND SERVICES MENTAL HEALTH AMERICA IN MONTGOMERY 1116 S HULL STREET MONTGOMERY AL 36104 630328645 30000 0 ASSIST WITH ORAGANIZATIONS PROGRAMS AND SERVICES MONTGOMERY AREA COUNCIL ON AGING 115 E JEFFERSON STREET MONTGOMERY AL 36104 630634950 52200 0 ASSIST WITH ORAGANIZATIONS PROGRAMS AND SERVICES SECOND CHANCE FOUNDATION 810 CEDAR STREET MONTGOMERY AL 36106 631213248 10000 0 ASSIST WITH ORAGANIZATIONS PROGRAMS AND SERVICES SALVATION ARMY PO BOX 4839 MONTGOMERY AL 36103 580660607 47250 0 ASSIST WITH ORAGANIZATIONS PROGRAMS AND SERVICES SERVICE DOGS ALABAMA 8365 MOBILE HIGHWAY MONTGOMERY AL 36043 473171146 25000 0 ASSIST WITH ORAGANIZATIONS PROGRAMS AND SERVICES SICKLE CELL FOUNDATION OF THE RIVER REGION 3180 US-80 WEST MONTGOMERY AL 36108 630830977 6000 0 ASSIST WITH ORAGANIZATIONS PROGRAMS AND SERVICES YMCA OF GREATER MONTGOMERY 880 SOUTH LAWRENCE STREET MONTGOMERY AL 36104 630288885 75000 0 ASSIST WITH ORAGANIZATIONS PROGRAMS AND SERVICES YMCA PRATTVILLE PO BOX 680009 PRATTVILLE AL 36068 636052425 21700 0 ASSIST WITH ORAGANIZATIONS PROGRAMS AND SERVICES FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED IN-HOUSE BY THE EXECUTIVE AND AUDIT COMMITTEES AND FULL BOARD FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REVIEWS THE CONFLICT OF INTEREST POLICY ANNUALLY AND WHEN NEW STAFF IS HIRED FORM 990, PART VI, SECTION B, LINE 15 PRESIDENT, OTHER OFFICERS, AND KEY EMPLOYEES COMPENSATION IS DETERMINED BY THE EXECUTIVE COMMITTEE THROUGH THE EXECUTIVE SEARCH COMMITTEE WHICH UTILIZIES THE PUBLISHED UNITED WAY WORLDWIDE SALARY SURVEY AS A GUIDELINE. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS ARE AVAILABLE FOR PUBLIC REVIEW AT THE PHYSICAL BUSINESS LOCATION MONDAY THROUGH FRIDAY BETWEEN THE HOURS OF 8:30AM AND 5:00PM.