Nonprofit · EIN 63-1050217
UNITED WAY OF BALDWIN COUNTY INC
Tax-exempt · FOLEY, AL 36536
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $738,140 | $931,804 | -$193,664 | $1,712,352 | $91,169 | $1,621,183 |
| December 31, 2024 | 990 | $878,861 | $908,871 | -$30,010 | $1,876,303 | $61,458 | $1,814,845 |
| December 31, 2023 | 990 | $870,855 | $869,108 | $1,747 | $1,903,458 | $58,604 | $1,844,854 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $520,900
- Program service revenue
- $0
- Investment income
- $40,055
- Net gain from sales of assets
- -$108
- Other revenue
- $177,185
Expenses
- Grants and similar amounts paid
- $624,994
- Compensation of officers, directors and key employees
- $92,152
- Other salaries and wages
- $74,101
- Salaries, compensation and benefits (total)
- $200,883
- Professional fundraising fees
- $0
- Accounting fees
- $13,779
- Occupancy
- $8,780
- Travel
- $5,973
- Depreciation
- $6,270
- Program services (functional)
- $791,957
- Management and general (functional)
- $76,428
- Fundraising (functional)
- $63,419
Balance sheet and other
- Total assets, start of year
- $1,876,303
- Total assets, end of year
- $1,712,352
- Total liabilities, end of year
- $91,169
- Net assets, end of year
- $1,621,183
- Land, buildings and equipment
- $80,772
- Net assets without donor restrictions
- $1,331,195
- Net assets with donor restrictions
- $289,988
- Gross receipts
- $738,248
- Employees
- 3
- Volunteers
- 205
- 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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARINA SIMPSON | EXECUTIVE DI Officer | 40 | $92,152 |
| JIM BIBBY | DIRECTOR Trustee or director | 1 | $0 |
| JILL BRYARS | CHAIR Trustee or director, Officer | 1.5 | $0 |
| KAREN CHASTANG | DIRECTOR Trustee or director | 1 | $0 |
| TRAVIS FOSTER | DIRECTOR Trustee or director | 2 | $0 |
| KIM FRANK | DIRECTOR Trustee or director | 1 | $0 |
| CECILIA HAMMOND | DIRECTOR Trustee or director | 1 | $0 |
| LEE JOHNSON | DIRECTOR Trustee or director | 1 | $0 |
| ANDRE' REID JR | DIRECTOR Trustee or director | 1 | $0 |
| TRAVIS LANGEN | DIRECTOR Trustee or director | 1 | $0 |
| MITCHELL LEE | DIRECTOR Trustee or director | 2 | $0 |
| LINDA MONG | DIRECTOR Trustee or director | 1.5 | $0 |
| MELINDA MURPHY | DIRECTOR Trustee or director | 1 | $0 |
| JIM PERRY | VICE CHAIR Trustee or director, Officer | 1.5 | $0 |
| LINDSAY SCHUMACHER | DIRECTOR Trustee or director | 1 | $0 |
4 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TAMMY SMITH | DIRECTOR Trustee or director | 1 | $0 |
| BETH THOMAS | SECRETARY/TR Trustee or director, Officer | 1.5 | $0 |
| TONYA WILSON | DIRECTOR Trustee or director | 1 | $0 |
| CHRISTOPHER LUGO | EXECUTIVE DI Officer | – | $0 |
990 for the year ended December 31, 2024: 18 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JIM BIBBY | DIRECTOR Trustee or director | 2 | $0 |
| JILL BRYARS | VICE CHAIR Trustee or director, Officer | 2 | $0 |
| ANGELA BYRNES | DIRECTOR Trustee or director | 2 | $0 |
| KAREN CHASTANG | DIRECTOR Trustee or director | 1 | $0 |
| COLBY COOPER | DIRECTOR Trustee or director | 1 | $0 |
| TRAVIS FOSTER | DIRECTOR Trustee or director | 1 | $0 |
| KIM FRANK | DIRECTOR Trustee or director | 1 | $0 |
| CECILIA HAMMOND | DIRECTOR Trustee or director | 1 | $0 |
| ANDRE' REID JR | DIRECTOR Trustee or director | 1 | $0 |
| TRAVIS LANGEN | DIRECTOR Trustee or director | 1 | $0 |
| LINDA MONG | FORMER CHAIR Trustee or director | 2 | $0 |
| GRAYSON MOORE | CHAIR Trustee or director, Officer | 2 | $0 |
| JIM PERRY | DIRECTOR Trustee or director | 1 | $0 |
| LINDSAY SCHUMACHER | DIRECTOR Trustee or director | 1 | $0 |
| TAMMY SMITH | DIRECTOR Trustee or director | 1 | $0 |
| MARCIA STABLER | SECRETARY/TR Trustee or director, Officer | 1 | $0 |
| BETH THOMAS | DIRECTOR Trustee or director | 1 | $0 |
| MARINA SIMPSON | EXECUTIVE DI Officer | 40 | $0 |
990 for the year ended December 31, 2023: 18 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FELISHA ANDERSON | DIRECTOR Trustee or director | 1 | $0 |
| KEITH BRANHAM | DIRECTOR Trustee or director | 1 | $0 |
| GRANT BROWN | DIRECTOR Trustee or director | 1 | $0 |
| JILL BRYARS | SECRETARY/TR Trustee or director, Officer | 1 | $0 |
| COLBY COOPER | DIRECTOR Trustee or director | 1 | $0 |
| CLAIR DOROUGH | CHAIR Trustee or director, Officer | 1 | $0 |
| TRAVIS FOSTER | DIRECTOR Trustee or director | 1 | $0 |
| KIM FRANK | DIRECTOR Trustee or director | – | $0 |
| CECILIA HAMMOND | DIRECTOR Trustee or director | 1 | $0 |
| TRAVIS LANGEN | DIRECTOR Trustee or director | 1 | $0 |
| LINDA MONG | CHAIR Trustee or director, Officer | 2 | $0 |
| GRAYSON MOORE | VICE CHAIR Trustee or director, Officer | 1 | $0 |
| JIM PERRY | DIRECTOR Trustee or director | 1 | $0 |
| MARGARET ROLEY | DIRECTOR Trustee or director | 1 | $0 |
| LINDSAY SCHUMACHER | DIRECTOR Trustee or director | 1 | $0 |
| MARCIA STABLER | DIRECTOR Trustee or director | 1 | $0 |
| BETH THOMAS | DIRECTOR Trustee or director | 1 | $0 |
| MARINA SIMPSON | EXECUTIVE DI Officer | 40 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 244, FOLEY, AL 36536-0244
- Principal officer (990 for 2025)
- CHRISTOPHER LUGO
- Signed the 990
- CHRISTOPHER LUGO, EXECUTIVE DIRECTOR
- Phone
- (251) 943-2110
- Website
- WWW.UNITEDWAY-BC.ORG
- Return prepared by
- GRUENLOH MATZ & ASSOCIATES PC
Mission
THE UNITED WAY OF BALDWIN COUNTY'S COLLABORATIVE EFFORT WITH HEALTH AND HUMAN SERVICE AGENCIES WORKS TO BUILD, GROW, AND ENHANCE THE WELL-BEING OF CITIZENS IN BALDWIN COUNTY.
Program accomplishments
- THE UNITED WAY OF BALDWIN COUNTY IS A NETWORK OF ORGANIZATIONS THAT BRINGS PEOPLE TOGETHER TO TACKLE COMMUNITY ISSUES. OUR GOAL IS TO CREATE LASTING CHANGE BY ADDRESSING THE UNDERLYING CAUSES TO PROBLEMS IN THE AREAS OF HEALTH, EDUCATION AND FINANCIAL STABILITY. THIS IS ACCOMPLISHED THROUGH A COLLABORATIVE EFFORT WITH OUR COMMUNITY PARTNERS AND PROGRAMS DESIGNED TO ADDRESS THE NEEDS OF BALDWIN COUNTY CITIZENS. UWBC HOLDS ANNUAL CAMPAIGNS THAT RAISE FUNDS THAT ARE THEN ALLOCATED TO THE NONPROFIT AGENCIES TO HELP COVER THE EXPENSES THAT ARE OFFERED FOR THESE HEALTH AND HUMAN SERVICE PROGRAMS.Expenses $599,094 · grants $589,885
- COMMUNITY SUPPORT PROGRAMS - EMPLOYEES' SALARIES, PAYROLL TAXES BENEFITS, AND TELEPHONE EXPENSES ARE ALLOCATED. THE EXECUTIVE DIRECTOR AND STAFF ARE ACTIVE PARTICIPANTS ON MANY AREA NON-PROFIT BOARDS. THIS PARTICIPATION ENABLES THE EXECUTIVE DIRECTOR AND STAFF BETTER UNDERSTAND THE NEEDS OF THE COMMUNITY AND THE NEEDS OF THE MEMBER AGENCIES.Expenses $79,181
- UNITED WAY OF BALDWIN COUNTY OFFERS AN IN-HOUSE PROGRAM KNOWN AS THE UNITED MEDICAL PARTNERSHIP FOR CHILDREN. CHILDREN WITH NO INSURANCE ARE LESS LIKELY TO RECEIVE PROPER MEDICAL CARE WHICH OFTEN RESULTS IN EXCESSIVE ABSENCES FROM SCHOOL. THE UNITED MEDICAL PARTNERSHIP FOR CHILDREN ENABLES UNINSURED AND UNDERINSURED CHILDREN TO RECEIVE PROPER MEDICAL TREATMENT. BY KEEPING CHILDREN HEALTHY, WE KEEP CHILDREN IN THE CLASSROOM AND ON A PATHWAY TOWARDS SUCCESS. TO IDENTIFY CHILDREN WHO NEED CARE, UWBC PARTNERS WITH THE BALDWIN COUNTY PUBLIC SCHOOLS AND ITS NETWORK OF SCHOOL NURSES. THE FUND PAYS FOR BASIC MEDICAL NEEDS FOR PUBLIC SCHOOL CHILDREN.Expenses $35,109 · grants $35,109
- ANNUAL CAMPAIGN CONTRIBUTIONS COLLECTED AND ALLOCATEDExpenses $78,573
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 | 990 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
- 63-1050217
- 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
- 1992
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $1,712,352
- Income (IRS master file)
- $738,248
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $738,140 | $931,804 | $1,712,352 | XML |
| 990 | December 2024 | $878,861 | $908,871 | $1,876,303 | XML |
| 990 | December 2023 | $870,855 | $869,108 | $1,903,458 | XML |
| 990 | December 2022 | $877,991 | $886,583 | $1,901,887 | IRS |
| 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 63-1050217).
Questions about UNITED WAY OF BALDWIN COUNTY INC
- What is the EIN of UNITED WAY OF BALDWIN COUNTY INC?
- The employer identification number (EIN) of UNITED WAY OF BALDWIN COUNTY INC is 63-1050217.
- Is UNITED WAY OF BALDWIN COUNTY INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1992.
- Are donations to UNITED WAY OF BALDWIN COUNTY INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does UNITED WAY OF BALDWIN COUNTY 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 UNITED WAY OF BALDWIN COUNTY INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UNITED WAY OF BALDWIN COUNTY INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of UNITED WAY OF BALDWIN COUNTY INC?
- The 990 for the year ended December 31, 2025 names CHRISTOPHER LUGO.
- Who are the officers and directors of UNITED WAY OF BALDWIN COUNTY INC?
- The 990 for the year ended December 31, 2025 lists 19 people; 1 received compensation from the organization, the highest $92,152 (MARINA SIMPSON, EXECUTIVE DI).
- How much revenue does UNITED WAY OF BALDWIN COUNTY INC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $738,140, expenses of $931,804 and total assets of $1,712,352 at year end.
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