STRATEGY STUDIO / PUBLIC DATA EXPLORER

UNITED WAY OF MONROE COUNTY INC: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
UNITED WAY OF MONROE COUNTY INC (EIN 63-0707034)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-10-22
IRS object ID
202402969349300815
Schema version
2023v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-10-22T08:44:46-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN204716960PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DIANN DANIELSBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11804 REED ROADAddressLine1Txt
CityMONROEVILLECityNm
State AbbreviationALStateAbbreviationCd
ZIP36460ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN630707034EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1UNITED WAY OF MONROE COUNTYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlUNITBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1P O BOX 21AddressLine1Txt
CityMONROEVILLECityNm
State AbbreviationALStateAbbreviationCd
ZIP36461ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRICKY POWELLPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2515759622PhoneNum
Signature2024-04-26SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDIANN DANIELSPreparerPersonNm
PTINP00151011PTIN
Phone2517652339PhoneNum
Preparation2024-04-26PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerPAUL ENGLANDPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1P O BOX 21AddressLine1Txt
CityMONROEVILLECityNm
State AbbreviationALStateAbbreviationCd
ZIP36461ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$91,046GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Activity Or MissionCOLLECT AND DISTRIBUTE FUNDS TO APPROVED AGENCIES IN MONROE COUNTY ALABMA - INCLUDING SEVERAL AGENCIES IN SOUTH ALABAMAActivityOrMissionDesc
Voting Members Governing Body20VotingMembersGoverningBodyCnt
Voting Members Independent0VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers20TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$97,814PYContributionsGrantsAmt
CY Contributions Grants$90,993CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$60PYInvestmentIncomeAmt
CY Investment Income$53CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$97,874PYTotalRevenueAmt
CY Total Revenue$91,046CYTotalRevenueAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$2,087CYTotalFundraisingExpenseAmt
PY Other Expenses$131,526PYOtherExpensesAmt
CY Other Expenses$125,612CYOtherExpensesAmt
PY Total Expenses$131,526PYTotalExpensesAmt
CY Total Expenses$125,612CYTotalExpensesAmt
PY Revenues Less Expenses-$33,652PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$34,566CYRevenuesLessExpensesAmt
Total Assets BOY$215,560TotalAssetsBOYAmt
Total Assets EOY$180,994TotalAssetsEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$215,560NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$180,994NetAssetsOrFundBalancesEOYAmt
MissionCOLLECT & DISTRIBUTE FUNDS TO APPROVED AGENCIES IN MONROE COUNTY ALABAMAMissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$121,000ExpenseAmt
DescAPPROVED FUNDS FOR PROGRAMS AND AGENCIES IN MONROE COUNTY WHICH HAS ADesc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$255ExpenseAmt
DescPROMOTE PUBLIC AWARNESS FOR ORGANIZATIONDesc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$4,357ExpenseAmt
DescDUES - ADMINISTRATIVE AND ACCOUNTING FOR ORGANIZATIONDesc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$125,612TotalOtherProgSrvcExpenseAmt
Total Program Service Expenses$251,224TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
DAF Excess Business HoldingsfalseDAFExcessBusinessHoldingsInd
Taxable DistributionsfalseTaxableDistributionsInd
Distribution To DonorfalseDistributionToDonorInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Excs Tax Sect4951 Or4952 Or4953falseExcsTaxSect4951Or4952Or4953Ind
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members20GoverningBodyVotingMembersCnt
Independent Voting Member0IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyfalseForm990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyfalseConflictOfInterestPolicyInd
Whistleblower PolicyfalseWhistleblowerPolicyInd
Document Retention PolicyfalseDocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonPAUL ENGLANDPersonNm
Phone2515641678PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1P O BOX 21AddressLine1Txt
CityMONROEVILLECityNm
State AbbreviationALStateAbbreviationCd
ZIP36461ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorInd
RICKY POWELL
PRESIDENT30Yes (X)$0$0$0
PATTIE WALKER
VP CAMPAIGN30Yes (X)$0$0$0
N STRENGTH
VP PLANNING30Yes (X)$0$0$0
BILLY BLACK
VP LIAISON30Yes (X)$0$0$0
PAUL ENGLAND
TREASURER30Yes (X)$0$0$0
JOHN AYRES
DIRECTOR10$0$0$0Yes (X)
ANGIE BLACK
DIRECTOR10$0$0$0Yes (X)
TERESA BULLARD
DIRECTOR10$0$0$0Yes (X)
JONATHAN BYRD
DIRECTOR10$0$0$0Yes (X)
LINDSEY COXWEL
DIRECTOR10$0$0$0Yes (X)
BRENDA DEAN
DIRECTOR10$0$0$0Yes (X)
NOEL DUNNAM
DIRECTOR10$0$0$0Yes (X)
JOHNNY GREENE
DIRECTOR10$0$0$0Yes (X)
LUKE HUDSON
DIRECTOR10$0$0$0Yes (X)
JESSE MARTIN
DIRECTOR10$0$0$0Yes (X)
ALAN MORGAN
DIRECTOR10$0$0$0Yes (X)
LEE PETTIS
DIRECTOR10$0$0$0Yes (X)
GREG SHEHAN
DIRECTOR10$0$0$0Yes (X)
JULIE VANEWATE
DIRECTOR10$0$0$0Yes (X)
TRIPP WARD
DIRECTOR10$0$0$0Yes (X)
FieldValueIRS element (for citing)
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

FieldValueIRS element (for citing)
PersonNONEPersonNm
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$90,993AllOtherContributionsAmt
Total Contributions$90,993TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$53TotalRevenueColumnAmt
Related Or Exempt Func Income$53RelatedOrExemptFuncIncomeAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$91,046TotalRevenueColumnAmt
Related Or Exempt Func Income$53RelatedOrExemptFuncIncomeAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$1,000TotalAmt
Management And General$1,000ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$255TotalAmt
Fundraising$255FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$1,832TotalAmt
Fundraising$1,832FundraisingAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmt
DUES$1,525$1,525
DISTRIBUTION OF FUNDS$121,000$121,000

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$125,612TotalAmt
Program Services$0ProgramServicesAmt
Management And General$123,525ManagementAndGeneralAmt
Fundraising$2,087FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$125,193BOYAmt
EOY$90,604EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$90,367BOYAmt
EOY$90,390EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$215,560BOYAmt
EOY$180,994EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$215,560BOYAmt
EOY$180,994EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$215,560BOYAmt
EOY$180,994EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$215,560BOYAmt
EOY$180,994EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$34,566ReconcilationRevenueExpnssAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Accountant Compile Or ReviewYes (true)AccountantCompileOrReviewInd

Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp

FieldValueIRS element (for citing)
Consol And Sep Basis Fincl StmtYes (X)ConsolAndSepBasisFinclStmtInd
FieldValueIRS element (for citing)
FS AuditedfalseFSAuditedInd
Audit CommitteefalseAuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind
Support Sum$0SupportSumAmt
Other Support Sum$0OtherSupportSumAmt

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$142,270CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$158,546CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$133,350CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$97,814CurrentTaxYearMinus1YearAmt
Current Tax Year$90,993CurrentTaxYearAmt
Total$622,973TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$142,270CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$158,546CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$133,350CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$97,814CurrentTaxYearMinus1YearAmt
Current Tax Year$90,993CurrentTaxYearAmt
Total$622,973TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$622,973PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$385CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$599CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$65CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$60CurrentTaxYearMinus1YearAmt
Current Tax Year$53CurrentTaxYearAmt
Total$1,162TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$385CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$599CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$65CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$60CurrentTaxYearMinus1YearAmt
Current Tax Year$53CurrentTaxYearAmt
Total$1,162TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$142,655CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$159,145CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$133,415CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$97,874CurrentTaxYearMinus1YearAmt
Current Tax Year$91,046CurrentTaxYearAmt
Total$624,135TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.99810PublicSupportCY509Pct
Public Support PY5090.99810PublicSupportPY509Pct
Investment Income CY0.00190InvestmentIncomeCYPct
Investment Income PY0.00190InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART VI LINE 11BFormAndLineReferenceDesc
ExplanationTAX RETURN IS REVIEWED BY TREASURER TAX RETURN IS AVAILABLE TO OFFICERS AND DIRECTORS FOR REVIEW TAX RETURN IS OPEN TO PUBLIC AT ALL TIMESExplanationTxt