Nonprofit · EIN 63-0888608
LAKE MARTIN AREA UNITED WAY INC
Tax-exempt · ALEX CITY, AL 35010
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $842,508 | $580,515 | $261,993 | $2,420,108 | $10,798 | $2,409,310 |
| December 31, 2023 | 990 | $751,609 | $558,040 | $193,569 | $2,109,891 | $80,516 | $2,029,375 |
| December 31, 2022 | 990 (amended) | $583,186 | $492,259 | $90,927 | $1,837,715 | $86,363 | $1,751,352 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $729,320
- Program service revenue
- $28,170
- Investment income
- $85,018
- Net gain from sales of assets
- $66,849
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $301,600
- Other salaries and wages
- $92,345
- Salaries, compensation and benefits (total)
- $110,341
- Professional fundraising fees
- $0
- Occupancy
- $8,100
- Travel
- $5,141
- Depreciation
- $24,095
- Program services (functional)
- $464,732
- Management and general (functional)
- $65,444
- Fundraising (functional)
- $50,339
Balance sheet and other
- Total assets, start of year
- $2,109,891
- Total assets, end of year
- $2,420,108
- Total liabilities, end of year
- $10,798
- Net assets, end of year
- $2,409,310
- Land, buildings and equipment
- $230,706
- Publicly traded securities
- $1,358,679
- Net assets without donor restrictions
- $2,052,286
- Net assets with donor restrictions
- $357,024
- Gross receipts
- $1,118,035
- Employees
- 2
- Year formed
- 1984
- State of legal domicile
- AL
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PATRICK CRADDOCK | PRESIDENT Trustee or director, Officer | – | $0 |
| TUCKER NALL | 1ST VICE PRE Trustee or director, Officer | – | $0 |
| KENYATTA SIMMONS | 2ND VICE PRE Trustee or director, Officer | – | $0 |
| STACY SHAW | SECRETARY/TR Trustee or director, Officer | – | $0 |
| AMANDA THOMAS | PAST PRESIDE Trustee or director, Officer | – | $0 |
| SCOTT BLAKE | TRUSTEE/DIRE Trustee or director | – | $0 |
| MICHEL BRYAN | DIRECTOR Trustee or director | – | $0 |
| PAULA DAVENPORT | DIRECTOR Trustee or director | – | $0 |
| RILEY GOREE | DIRECTOR Trustee or director | – | $0 |
| LIZI ARBOGAST GWIN | DIRECTOR Trustee or director | – | $0 |
| MICHAEL HOWELL | DIRECTOR Trustee or director | – | $0 |
| JESSICA LOCKE | DIRECTOR Trustee or director | – | $0 |
| DAVID STOVER | DIRECTOR Trustee or director | – | $0 |
| BRIDGET THORNELL | DIRECTOR Trustee or director | – | $0 |
| JADEN TUCK | TRUSTEE/DIRE Trustee or director | – | $0 |
2 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ADAM WADE | DIRECTOR Trustee or director | – | $0 |
| DENISE WALLS | DIRECTOR Trustee or director | – | $0 |
990 for the year ended December 31, 2023: 17 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| AMANDA THOMAS | PRESIDENT Trustee or director, Officer | – | $0 |
| PATRICK CRADDOCK | 1ST VICE PRE Trustee or director, Officer | – | $0 |
| TUCKER NALL | 2ND VICE PRE Trustee or director, Officer | – | $0 |
| KENYATTA SIMMONS | SECRETARY/TR Trustee or director, Officer | – | $0 |
| SANDRA CARLISLE | PAST PRESIDE Trustee or director, Officer | – | $0 |
| MICHEL BRYAN | DIRECTOR Trustee or director | – | $0 |
| RILEY GOREE | DIRECTOR Trustee or director | – | $0 |
| LIZI ARBOGAST GWIN | DIRECTOR Trustee or director | – | $0 |
| MICHAEL HOWELL | DIRECTOR Trustee or director | – | $0 |
| JESSICA LOCKE | DIRECTOR Trustee or director | – | $0 |
| STACY SHAW | DIRECTOR Trustee or director | – | $0 |
| WAYNE SMITH | DIRECTOR Trustee or director | – | $0 |
| DAVID STOVER | DIRECTOR Trustee or director | – | $0 |
| BRIDGET THORNELL | DIRECTOR Trustee or director | – | $0 |
| ADAM WADE | DIRECTOR Trustee or director | – | $0 |
| DENISE WALLS | DIRECTOR Trustee or director | – | $0 |
| HOLLY WILLIAMS | DIRECTOR Trustee or director | – | $0 |
990 for the year ended December 31, 2022: 19 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ABBY GUY | PRESIDENT Trustee or director, Officer | – | $0 |
| SANDRA CARLISLE | 1ST VICE PRE Trustee or director, Officer | – | $0 |
| AMANDA THOMAS | 2ND VICE PRE Trustee or director, Officer | – | $0 |
| PATRICK CRADDOCK | SECRETARY/TR Trustee or director, Officer | – | $0 |
| NANCY AMMONS | PAST PRESIDE Trustee or director, Officer | – | $0 |
| CHRISTOPHER TODD | DIRECRTOR Trustee or director | – | $0 |
| VIVIAN AUTRY | DIRECTOR Trustee or director | – | $0 |
| CAROLYN BEEKER | DIRECTOR Trustee or director | – | $0 |
| KATHY FOX | DIRECTOR Trustee or director | – | $0 |
| SHERRY HENDERSON | DIRECTOR Trustee or director | – | $0 |
| STEPHANIE KIENDRICK | DIRECTOR Trustee or director | – | $0 |
| JEFF LYNN | DIRECTOR Trustee or director | – | $0 |
| TUCKER NALL | DIRECTOR Trustee or director | – | $0 |
| CRAIG LEE | DIRECTOR Trustee or director | – | $0 |
| SCOTT BLAKE | DIRECTOR Trustee or director | – | $0 |
| KENYATTA SIMMONS | DIRECTOR Trustee or director | – | $0 |
| WAYNE SMITH | DIRECTOR Trustee or director | – | $0 |
| DAVID STOVER | DIRECTOR Trustee or director | – | $0 |
| HOLLY WILLIAMS | DIRECTOR Trustee or director | – | $0 |
Address and contacts
- Address (IRS master file)
- 11 MAIN ST, ALEX CITY, AL 35010-1903
- Principal officer (990 for 2024)
- PATRICK CRADDOCK, 2061 MORNINGSIDE DRIVE, ALEXANDER CITY, AL 35010
- Signed the 990
- PATRICK CRADDOCK, PRESIDENT
- Phone
- (256) 329-3600
- Website
- WWW.UNITEDWAYLAKEMARTIN.ORG
- Return prepared by
- HARE & DUNLAP CPA GROUP PC
Mission
THE LAKE MARTIN AREA UNITED WAY RAISES CONTRIBUTIONS AND DISBURSES FUNDING FOR THEIR "SUPPORTED ORGANIZATIONS" TO BENEFIT THE LOCAL COMMUNITY.
Program accomplishments
- UNITED WAY PROVIDES FUNDING TO NONPROFIT ORGANIZATIONS IN THE SURROUNDING AREAS. THE ACHIEVEMENTS ACCOMPLISHED ARE THE DISTRIBUTIONS OF MONEY COLLECTED TO THE NONPROFIT ORGANIZATIONS WHO PROVIDE DIFFERENT TYPES OF ASSISTANCE TO INDIVIDUALS IN THE AREA.Expenses $464,732 · grants $301,600
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 63-0888608
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1985
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $2,420,108
- Income (IRS master file)
- $1,118,035
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $842,508 | $580,515 | $2,420,108 | XML |
| 990 | December 2023 | $751,609 | $558,040 | $2,109,891 | XML |
| 990 | December 2022 | $583,186 | $492,259 | $1,837,715 | XML |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 63-0888608).
Questions about LAKE MARTIN AREA UNITED WAY INC
- What is the EIN of LAKE MARTIN AREA UNITED WAY INC?
- The employer identification number (EIN) of LAKE MARTIN AREA UNITED WAY INC is 63-0888608.
- Is LAKE MARTIN AREA UNITED WAY INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1985.
- Are donations to LAKE MARTIN AREA UNITED WAY INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does LAKE MARTIN AREA UNITED WAY INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of LAKE MARTIN AREA UNITED WAY INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LAKE MARTIN AREA UNITED WAY INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of LAKE MARTIN AREA UNITED WAY INC?
- The 990 for the year ended December 31, 2024 names PATRICK CRADDOCK.
- Who are the officers and directors of LAKE MARTIN AREA UNITED WAY INC?
- The 990 for the year ended December 31, 2024 lists 17 people; 0 received compensation from the organization.
- How much revenue does LAKE MARTIN AREA UNITED WAY INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $842,508, expenses of $580,515 and total assets of $2,420,108 at year end.
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