2024-05-13T16:26:32-05:00 2023-06-30 581374304 ROBINSON GRIMES & CO PC PO BOX 4299 COLUMBUS GA 31914 990 2022-07-01 580572434 UNITED WAY OF THE CHATTAHOOCHEE VALLEY INC UNIT 7063273255 1005 FRONT AVENUE COLUMBUS GA 31901 BEN MOSER PRESIDENT 7063273255 2024-05-13 1 BEN MOSER 999009999 0 BRIAN B RUTLEDGECPA P00113761 7063245435 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z BEN MOSER 1005 FRONT AVENUE COLUMBUS GA 31901 11080362 0 X WWW.UNITEDWAYOFTHECV.ORG X 1952 GA UNITED WAY'S PURPOSE IS TO IMPROVE PEOPLE'S LIVES BY RAISING FUNDS FROM OVER 20,000 DONORS AND PARTNERTING WITH MULTIPLE AGENCIES TO COLLABORATE, FUND PROGRAMS, AND IDENTIFY SOLUTIONS THAT ADDRESS BASIC NEEDS, HEALTH, INCOME AND EDUCATION. 31 31 38 535 0 0 8526245 10776482 0 0 428465 133849 2248 0 8956958 10910331 4607066 4444706 0 0 1885798 2714878 0 0 1508966 1593897 2519728 8086761 9679312 870197 1231019 12467806 14458497 5286052 5729559 7181754 8728938 X THE MISSION OF UNITED WAY IS TO LEAD AND UNITE OUR COMMUNITY RESOURCES IN TRANSFORMING LIVES. FUNDING IS BASED ON MEETING A COMMUNITY NEED, MEASURABLE OUTCOMES, AND GOOD STEWARDSHIP. UNITED WAY OF THE CHATTAHOOCHEE VALLEY RANKS 97TH OF 1,150 UNITED WAYS NATIONWIDE BASED ON TOTAL REVENUE. 0 0 4710134 4444706 UNITED WAY IS FOCUSED ON THREE PRIORITY AREAS THAT WE BELIEVE ARE ESSENTIAL BUILDING BLOCKS FOR A GREAT LIFE: HEALTH ACCESS, ECONOMIC MOBILITY, AND EDUCATIONAL EQUITY. OUR APPROACH IS UNIQUE BECAUSE WE INVEST IN PROGRAMS THAT MEET A NEED, ACHIEVE RESULTS AND ARE GOOD STEWARDS OF RESOURCES. VOLUNTEERS, WHO ARE DONORS AND LEADERS, REVIEW AND ASSESS PROGRAMS TO DETERMINE FUNDING. EACH YEAR, PEOPLE ACROSS OUR COMMUNITY BENEFIT FROM PROGRAMS AND INITIATIVES MADE POSSIBLE THROUGH GENEROUS CONTRIBUTIONS. OVER THE PAST YEAR, UNITED WAY FUNDING ENSURED HELP WAS AVAILABLE TO MEET THE GROWING NEEDS ACROSS OUR COMMUNITY. 2640389 UNITED WAY PROGRAMSSTUFF THE BUS - EACH SUMMER, UNITED WAY PARTNERS WITH LOCAL COMPANIES AND THE COMMUNITY AT LARGE TO DONATE, COLLECT, SORT AND DISTRIBUTE SCHOOL SUPPLIES TO THOUSANDS OF CHILDREN IN NEED. THIS INITIATIVE HELPS CHILDREN START THE YEAR WITH THE SUPPLIES THEY NEED.COMMUNITY SCHOOLS UNITED IS A PARTNERSHIP BETWEEN UNITED WAY AND LOCAL SCHOOL DISTRICTS TO TRANSFORM SCHOOLS INTO A PLACE WHERE STUDENTS, FAMILIES, STAFF AND THE SURROUNDING COMMUNITY WORK TOGETHER TO ENSURE ALL STUDENTS THRIVE. OUR STRATEGY FOCUSES ON THE WHOLE CHILD BY PROVIDING ACADEMIC SUPPORT, SOCIAL EMOTIONAL LEARNING, HEALTH AND WELLNESS, FAMILY AND COMMUNITY ENGAGEMENT, AND A SAFE AND SUPPORTIVE CLIMATE. THIS STRATEGY LAUNCHED IN 2020 WITH DOROTHY HEIGHT ELEMENTARY AS THE FIRST FULL-SERVICE IMPLEMENTATION, AND HAS EXPANDED TO INCLUDE PHENIX CITY ELEMENTARY, BREWER ELEMENTARY AND MLK ELEMENTARY.THE BASICS CHATTAHOOCHEE VALLEY IS CENTERED ON THE EARLIEST YEARS, AIMING TO PROVIDE CHILDREN WITH A GREAT START IN LIFE THROUGH FIVE FUN, SIMPLE AND EVIDENCE-BASED PRINCIPLES THAT EVERY PARENT AND CAREGIVER CAN USE TO ENCOURAGE MENTAL, SOCIAL AND EMOTIONAL DEVELEOPMENT IN CHILDREN AGES 0-3 YEARS AND BEYOND. THE FIRST THREE YEARS OF LIFE CAN HAVE THE GREATEST IMPACT ON A CHILD'S LEARNING, WITH 80% OF BRAIN GROWTH OCCURING DURING THIS TIME. UNITED WAY IS A PROUD LEADING PARTNER WORKING WITH COMMUNITY STAKEHOLDERS AND PARTNERS TO IMPLEMENT THIS COMMUNITY WIDE INITIATIVE.WOMEN UNITED IS A LOCAL AFFINITY GROUP COMPRISED OF FEMALE DONORS GIVING $250 OR MORE TO UNITED WAY. THIS GROUP OF WOMEN FOCUSES THEIR EFFORTS ON THE PLATFORM OF "WOMEN HELPING WOMEN". THROUGH THEIR ANNUAL "POWER OF THE PURSE" FUNDRAISING EVENT, WOMEN UNITED FUNDS TWO PROGRAMS: THE UNDERGARMENT VOUCHER PROGRAM AND THE WOMEN UNITED SCHOLARSHIP. THE UNDERGARMENT VOUCHER PROGRAM PROVIDES VOUCHERS FOR WOMEN IN NEED THROUGH A PARTNERSHIP WITH GOODWILL INDUSTRIES OF THE SOUTHERN RIVERS AND J.C. PENNEY. THE WOMEN UNITED SCHOLARSHIP IS FOR NON-TRADITIONAL FEMALE STUDENTS SEEKING EDUCATION FOR GREATER EMPLOYABILITY OPPORTUNITIES. HOME FOR GOOD FUNCTIONS AS THE BRIDGE BETWEEN SERVICE PROVIDERS, AS WELL AS BETWEEN SERVICE PROVIDERS AND THEIR CLIENTS. THIS ASSURES THE EFFICIENT AND EFFECTIVE USE OF A COLLABORATIVE SYSTEM TO MOVE INDIVIDUALS OR FAMILIES FROM HOMELESSNESS TO PERMANENT, STABLE HOUSING. BECAUSE OF THE COLLABORATIVE WORK BETWEEN HOME FOR GOOD AND OUR PARTNER AGENCIES THE AVERAGE NUMBER OF PEOPLE EXPERIENCING HOMELESSNESS IS DOWN 20% FROM 2016 AND 97% OF PEOPLE WHO ARE HOUSED REMAIN IN PERMANENT, STABLE HOMES.211 UNITED WAY OF THE CHATTAHOOCHEE VALLEY (211UWCV) IS AN INFORMATION AND REFERRAL SERVICE CONNECTING PEOPLE WITH THE RESOURCES THEY NEED AS THEY FACE EVERYDAY CHALLENGES AND EMERGENCIES. 211 IS A FREE AND CONFIDENTIAL SERVIE AVAILABLE TO EVERYONE IN OUR COMMUNITY. 211UWCV MAKES IT EASY FOR PEOPLE TO GET OR GIVE HELP. RESIDENTS CAN DIAL THE EASY-TO-REMEMBER THREE DIGIT CODE OF 2-1-1, TEXT THEIR ZIP CODE TO 898-211 OR SEARCH THE COMPREHENSIVE DATABASE ONLINE AT WWW.211UWCV.ORG TO CONNECT TO A VARIETY OF SERVICES. 211 HAS HELPED MORE THAN 25,000 PEOPLE FIND SERVICES.THE VOLUNTEER CENTER CONNECTS INDIVIDUALS AND GROUPS WITH AGENCIES IN NEED OF VOLUNTEERS ON BOTH AN ON-GOING BASIS AND FOR SPECIFIC PROJECTS. THE VOLUNTEER CENTER COORDINATES VOLUNTEER OPPORTUNITIES FOR CORPORATE TEAMS, ALLOWING THEM TO HELP OTHERS AS THEY ENGAGE IN TEAM BUILDING. THE VOLUNTEER CENTER ALSO RECRUITS VOLUNTEERS TO HELP SUPPORT UNITED WAY INITIATIVES AND PROJECTS. THROUGH THE VOLUNTEER CENTER, CORPORATE VOLUNTEER GROUPS DONATE MANY HOURS OF VALUABLE SERVICE TO THE COMMUNITY. 7350523 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 38 1 0 0 0 0 0 0 0 0 0 0 0 0 X 31 31 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 GA X X ALEX HINTON 7063273255 1005 FRONT AVENUE COLUMBUS GA 31901 MS TERRY BARGY EXECUTIVE COMMITTEE 1.00 X X 0 0 0 KEVIN BLAIR EXECUTIVE COMMITTEE 1.00 X X 0 0 0 CATHERINE BUDZYNSKI DIRECTOR 1.00 X 0 0 0 CRAIG BURGESS JD DIRECTOR 1.00 X 0 0 0 RANDY BURT EXECUTIVE COMMITTEE 1.00 X X 0 0 0 DR BRENDA COLEY DIRECTOR 1.00 X 0 0 0 SEBASTIAN DIXON DIRECTOR 1.00 X 0 0 0 MELISSA GAUNTT DIRECTOR 1.00 X 0 0 0 ISAIAH HUGLEY DIRECTOR 1.00 X 0 0 0 RODNEY MAHONE DIRECTOR 1.00 X 0 0 0 DAVID MITCHELL EXECUTIVE COMMITTEE 1.00 X X 0 0 0 RINKESH PATEL DIRECTOR 1.00 X 0 0 0 KEITH PIERCE EXECUTIVE COMMITTEE 1.00 X X 0 0 0 ROBBIE RAYBON DIRECTOR 1.00 X 0 0 0 TEDDY REESE DIRECTOR 1.00 X 0 0 0 DR ANDY RODDENBERY DIRECTOR 1.00 X 0 0 0 DRDIONNE ROSSER-MIMS DIRECTOR 1.00 X 0 0 0 GWENDOLYN RUFF BOARD CHAIR 1.00 X X 0 0 0 RABBI BETH SCHWARTZ DIRECTOR 1.00 X 0 0 0 JACKIE SCREWS DIRECTOR 1.00 X 0 0 0 LEN SEXTON DIRECTOR 1.00 X 0 0 0 CHIEF RAYMOND SMITH EXECUTIVE COMMITTEE 1.00 X X 0 0 0 MS D MELODY TRIMBLE DIRECTOR 1.00 X 0 0 0 JACK TURNER CAMPAIGN CHAIR 1.00 X 0 0 0 W CLARK TURNER DIRECTOR 1.00 X 0 0 0 ROB WARD DIRECTOR 1.00 X 0 0 0 RANDI WARREN DIRECTOR 1.00 X 0 0 0 MIKE BURNS DIRECTOR 1.00 X 0 0 0 BEN MOSER CEO 40.00 X 195283 0 0 ERIKA COTTINGHAM CFO/SECRETARY 40.00 X 95302 0 0 JOHN GREENHAW FINANCE CHAIR/TREASURER 1.00 X 0 0 0 290585 0 0 1 0 1 0 0 7528467 1512686 1735329 369465 10776482 127756 127756 176124 166845 3186 9279 -3186 6093 6093 10910331 0 0 133849 4444706 4444706 311000 68900 116500 125600 1902827 837440 292172 773215 357461 178087 81072 98302 143590 67818 27885 47887 11533 11533 536629 473146 18353 45130 69107 33130 7470 28507 112715 43853 15421 53441 266735 65590 83275 117870 173612 98438 25399 49775 56904 9884 27593 19427 22954 5734 9693 7527 OTHER PROGRAM EXPENSES 839788 839788 REPAIRS AND MAINTENANCE 227878 123305 31128 73445 UW OF AMERICA DUES 79469 12357 34442 32670 TRAINING 55400 28465 4498 22437 67004 19882 33389 13733 9679312 7350523 819823 1508966 62236 69406 5040327 4748755 3047719 3500195 42227 561406 1270790 184107 351429 105716 180637 245713 1776843 1891909 1047027 3257006 12467806 14458497 748747 181333 4537305 4667559 0 880667 5286052 5729559 X 5561853 5606633 1619901 3122305 7181754 8728938 12467806 14458497 X 1231019 160105 156060 X X 0 1 X 1 0 X 6590297 6532683 8271460 8518691 10308339 40221470 6590297 6532683 8271460 8518691 10308339 40221470 2565114 37656356 45830 52099 38880 49889 127756 314454 41685 55447 25766 9802 132700 40668624 0.92590 0.93170 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: SPECIAL EVENTS ADMIN FEES OTHER PROG SVC INC RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 135045 77816 57229 216384 27900 188484 245713 SPLIT INTEREST AGREEMENT 1376553 OPERATING LEASE RIGHT-OF-USE ASSET 1880453 3257006 LEASE LIABILITY 880667 880667 X 11388429 160105 329526 489631 10898798 11533 11533 10910331 9841245 173466 173466 9667779 11533 11533 9679312 PART X, LINE 2: GAAP REQUIRES RECOGNITION OF A LIABILITY FOR THE BENEFIT RESULTING FROM ANY UNCERTAIN TAX POSITIONS TAKEN BY THE ORGANIZATION. THE TAX RETURNS OF THE ORGANIZATION ARE SUBJECT TO EXAMINATION BY FEDERAL AND STATE TAXING AUTHORITIES UNDER STANDARD STATUTE OF LIMITATION PERIODS. THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. BASED ON EVALUATION OF THE ORGANIZATION'S TAX POSITIONS, MANAGEMENT BELIEVES ALL POSITIONS WOULD BE UPHELD UNDER AN EXAMINATION. THEREFORE, NO PROVISION FOR THE EFFECT OF UNCERTAIN TAX POSITIONS HAS BEEN RECORDED FOR THE YEAR ENDED JUNE 30, 2023. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT 329,526. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIFFERENCE IN CY GRANTS PAID VS ACCRUED 173,466. 1 AMERICAN RED CROSS W CENTRAL GEORGIA 3940 ROSEMONT DR COLUMBUS GA 31904 530196605 501C3 180000 0 SUPPORT OF DONEE PROGRAMS BOYS AND GIRLS CLUB OF THE CHATTAHOOCHEE VALLEY 1700 BUENA VISTA ROAD COLUMBUS GA 31906 581174393 501C3 590000 0 SUPPORT OF DONEE PROGRAMS CHATTAHOOCHEE COUNCIL BOY SCOUTS OF AMERICA 1237 1ST AVE COLUMBUS GA 31901 580601576 501C3 193600 0 SUPPORT OF DONEE PROGRAMS EASTER SEALS OF WEST GEORGIA INC PO BOX 1690 FORTSON GA 31808 581919206 501C3 575000 0 SUPPORT OF DONEE PROGRAMS FAMILY CENTER OF COLUMBUS INC PO BOX 1825 COLUMBUS GA 31902 580828094 501C3 287380 0 SUPPORT OF DONEE PROGRAMS FEEDING THE VALLEY INC 5928 COCA COLA BLVD COLUMBUS GA 31909 581498131 501C3 365000 0 SUPPORT OF DONEE PROGRAMS FERST FOUNDATION FOR CHILDHOOD LITERACY PO BOX 1327 MADISON GA 30650 582489181 501C3 19000 0 SUPPORT OF DONEE PROGRAMS GIRL SCOUTS OF HISTORIC GEORGIA 1344 13TH AVE COLUMBUS GA 31901 580566191 501C3 162000 0 SUPPORT OF DONEE PROGRAMS GIRLS INC OF COLUMBUS AND PHENIX CITYRUSSELL CO PO BOX 4040 COLUMBUS GA 31914 586011441 501C3 400000 0 SUPPORT OF DONEE PROGRAMS SOUTHWEST GEORGIA HOUSING OPPORTUNITIES INC PO BOX 2783 COLUMBUS GA 31902 582147861 501C3 9000 0 SUPPORT OF DONEE PROGRAMS HOPE HARBOUR (COLUMBUS ALLIANCE FOR BATTERED WOMEN) PO BOX 4182 COLUMBUS GA 31914 581399257 501C3 233400 0 SUPPORT OF DONEE PROGRAMS HOUSE OF TIME INC 1200 WYNNTON ROAD COLUMBUS GA 31906 581995951 501C3 210000 0 SUPPORT OF DONEE PROGRAMS MERCYMED OF COLUMBUS PO BOX 1491 COLUMBUS GA 31902 275011913 501C3 85000 0 SUPPORT OF DONEE PROGRAMS OPEN DOOR COMMUNITY HOUSE INC 2405 2ND AVE COLUMBUS GA 31901 580601980 501C3 179100 0 SUPPORT OF DONEE PROGRAMS RUSSELL COUNTY CHILD ADVOCACY CENTER INC 67 DOWNING STREET PHENIX CITY AL 36869 582352811 501C3 97000 0 SUPPORT OF DONEE PROGRAMS SAFEHOUSE MINISTRIES 2101 HAMILTON ROAD COLUMBUS GA 31904 264503737 501C3 131500 0 SUPPORT OF DONEE PROGRAMS SALVATION ARMY PO BOX 1378 COLUMBUS GA 31902 580660607 501C3 181075 0 SUPPORT OF DONEE PROGRAMS TEEN ADVISORS INC 1316 WILDWOOD AVE COLUMBUS GA 31906 582108493 501C3 82500 0 SUPPORT OF DONEE PROGRAMS TWIN CEDARS YOUTH AND FAMILY SERVICES INC 18 9TH STREET SUITE 104 COLUMBUS GA 31901 581413499 501C3 157176 0 SUPPORT OF DONEE PROGRAMS YMCA OF METROPOLITAN COLUMBUS 4384 WARM SPRINGS ROAD COLUMBUS GA 31909 580648697 501C3 263450 0 SUPPORT OF DONEE PROGRAMS BRIDGE OF COLUMBUS INC PO BOX 1083 COLUMBUS GA 31902 581862619 501C3 14500 0 SUPPORT OF DONEE PROGRAMS ST ANNE COMMUNITY OUTREACH 1820 BOX ROAD COLUMBUS GA 31907 581762606 501C3 29025 0 SUPPORT OF DONEE PROGRAMS 22 PART I, LINE 2: NINE COMMUNITY INVESTMENT VOLUNTEER TEAMS EVALUATE REQUESTS FOR FUNDING TO DETERMINE HOW TO INVEST THE DOLLARS RAISED. DURING THE COMMUNITY INVESTMENT PROCESS, NEARLY 60 VOLUNTEERS COMPRISE THE NINE TEAMS TO EVALUATE REQUESTS FOR FUNDING DURING THE SIX-WEEK PROCESS. THE VOLUNTEERS REVIEW DETAILED PROGRAM APPLICATIONS, VISIT AGENCIES TO SEE THE PROGRAMS IN ACTION, AND HEAR FROM CLIENTS AND AGENCY REPRESENTATIVES. VOLUNTEERS REVIEW EACH PROGRAM IN TERMS OF HOW IT MEETS A COMMUNITY NEED, ACHIEVES RESULTS AND EXERCISES GOOD STEWARDSHIP. ALL PROGRAMS MUST SERVE THE LOCAL COMMUNITY WITHIN ONE OF THE FOUR CORE AREAS OF UNITED WAY BASIC NEEDS, INCOME, HEALTH OR EDUCATION. IN ADDITION, THE FINANCIAL POSITION OF EACH AGENCY IS REVIEWED BY A GROUP OF VOLUNTEERS WHO HAVE VAST EXPERIENCE IN ACCOUNTING AND FINANCIAL MANAGEMENT. X X X 0 0 0 0 0 0 0 0 0 BEN MOSER CEO 195283 0 0 0 0 0 0 0 0 0 195283 0 0 0 X 15 369465 FMV ON DATE OF DONATION 0 1 0 PART I, LINE 32B: THE ORGANIZATION HAS A WRITTEN GIFT ACCEPTANCE POLICY THAT GOVERNS THE ACCEPTANCE OF ALL GIFTS RECEIVED BY THE ORGANIZATION AND PROVIDES GUIDANCE TO PROSPECTIVE DONORS AND THEIR ADVISORS. THE POLICY OUTLINES TYPES OF ACCEPTABLE GIFTS, RESTRICTIONS ON GIFTS, CRITERIA FOR ACCEPTANCE OF CERTAIN TYPES OF GIFTS, USE OF LEGAL COUNSEL, IRS FILINGS, VALUATION, RECOGNITON, AND DONOR REPORTING. THE BOARD OF DIRECTORS SERVES AS THE GIFT ACCEPTANCE COMMITTEE AND MUST APPROVE ANY CHANGES TO THESE POLICIES. GENERALLY, ANY SECURITIES RECEIVED BY THE ORGANIZATION ARE SOLD IMMEDIATELY BY A THIRD-PARTY BROKER. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF DIRECTORS IS RESPONSIBLE FOR REVIEW AND APPROVAL OF THE IRS FORM 990 BEFORE FILING. THE FINANCE AND AUDIT COMMITTEE, CHAIRED BY THE TREASURER OF THE EXECUTIVE COMMITTEE OF THE BOARD, WILL REVIEW AND DISCUSS THE AUDIT AND FORM 990. THE TREASURER WILL PRESENT TO THE FULL BOARD OF DIRECTORS, AFTER THEY HAVE ADEQUATE TIME TO REVIEW THE DOCUMENTS. AFTER REVIEW THEY WILL APPROVE SUBMISSION OF THE FORM 990 TO THE IRS. THE COMPOSITION OF THE BOARD OF DIRECTORS ENSURES THAT THEY ARE INDIVIDUALS FAMILIAR WITH THE ORGANIZATION AND THE PROCESS AND ARE QUALIFIED TO ACCEPT RESPONSIBILITY FOR THE PREPARATION OF THE FORM 990. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE REQUIRED TO COMPLETE AN ANNUAL CONFLICT OF INTEREST STATEMENT. COMMUNITY INVESTMENT COMMITTEE AND STAFF COMPLETE THE SAME FORM. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTEE REVIEWS THE PERFORMANCE OF MANAGEMENT AND DETERMINES SALARY AND ANY ADJUSTMENTS THAT ARE NECESSARY ON AN ANNUAL BASIS. THE COMMITTEE USES A DOCUMENTED COMPENSATION PLAN THAT WAS DEVELOPED BY AN INDEPENDENT THIRD PARTY IN MAKING ITS EVALUATION OF COMPENSATION LEVELS. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST FORM 990, PART XI, LINE 9: DIFFERENCE IN GRANTS ACCRUED VS PAID IN CY -173,466. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 329,526. FORM 990 PART XII LINE 2C THE SELECTION AND OVERSIGHT PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.