2024-11-06T16:32:23-05:00 2023-12-31 582283307 ROBERT BAKER & ASSOCIATES 2200 WATERGATE COURT ALBANY GA 31707 990 2023-01-01 581925396 UNITED WAY OF FORSYTH COUNTY INC UNIT 7707814110 PO BOX 1350 CUMMING GA 300281350 RUTH GOODE EXECUTIVE DIRECTOR 7707814110 2024-11-04 true CAMERON TOMPKINS P01925922 2294359500 2024-11-06 2023 2024-10-15 13:58:12Z BETH READY 101 E COURTHOUSE SQUARE SUITE 2076 CUMMING GA 30040 1265044 false X WWW.UNITEDWAYFORSYTH.COM X 1990 GA UNITED WAY OF FORSYTH COUNTY FIGHTS FOR THE HEALTH, EDUCATION, FINANCIAL STABILITY/BASIC NEEDS/ECONOMIC MOBILITY OF EVERY PERSON IN OUR COMMUNITY. WE BELIEVE A QUALITY EDUCATION LEADS TO A STABLE JOB, WHICH PROVIDES FINANCIAL STABILITY AND THE ABILITY TO MEET BASIC NEEDS AND ENJOY GOOD HEALTH. THESE ARE THE BUILDING BLOCKS FOR A GOOD LIFE AND A THRIVING COMMUNITY. WHEN YOU SUPPORT UNITED WAY, YOU ARE HELPING TO CREATE A STRONGER, HEALTHIER FORSYTH COUNTY AND A BRIGHTER FUTURE FOR ALL. 20 20 8 570 0 1396469 1159262 0 23327 45772 7010 -10502 1426806 1194532 982715 730554 0 357810 288793 0 89561 169779 350534 1510304 1369881 -83498 -175349 2886729 2703519 244077 168514 2642652 2535005 X UNITED WAY OF FORSYTH COUNTY FIGHTS FOR THE HEALTH, EDUCATION, FINANCIAL STABILITY/BASIC NEEDS/ECONOMIC MOBILITY OF EVERY PERSON IN OUR COMMUNITY. WE BELIEVE A QUALITY EDUCATION LEADS TO A STABLE JOB, WHICH PROVIDES FINANCIAL STABILITY AND THE ABILITY TO MEET BASIC NEEDS AND ENJOY GOOD HEALTH. THESE ARE THE BUILDING BLOCKS FOR A GOOD LIFE AND A THRIVING COMMUNITY. WHEN YOU SUPPORT UNITED WAY, YOU ARE HELPING TO CREATE A STRONGER, HEALTHIER FORSYTH COUNTY AND A BRIGHTER FUTURE FOR ALL. false false 1109231 730554 ORGANIZATIONAL HIGHLIGHTS FINANCIALLY, UWFC FINISHED AT 91% OF ITS INCOME BUDGET, 105.1% OF ITS PROGRAM EXPENSE BUDGET AND 102.4% OF ITS OVERHEAD BUDGET. THE BOARD OF DIRECTORS AND STAFF CONTINUE TO BE MINDFUL OF SPENDING LIKE MOST UNITED WAY'S ACROSS THE NATION. OUR CONSERVATIVE SPENDING OVER THE YEARS AND RECOGNITION THAT HAVING A RESERVE WILL SUPPORT OUR UNITED WAY PROGRAMS THROUGH A TOUGH ECONOMY HAS PROVEN OUR BOARD IS ALWAYS MINDFUL OF ITS RESPONSIBILITY FOR THE WELL-BEING OF THE ORGANIZATION. WE HAD APPROXIMATELY 3,300 DONORS TO OUR CAMPAIGN. SEVENTY-TWO PERCENT OF OUR PLEDGES COME FROM EMPLOYEES OF CORPORATIONS AND CORPORATE GIFTS. THE OTHER 28% OF OUR PLEDGES COME FROM EMPLOYEES OF SCHOOLS, LOCAL GOVERNMENT ENTITIES, PROFESSIONALS, AND INDIVIDUALS AS WELL AS SMALL BUSINESS OWNERS. COMMUNITY INVESTMENT AND COMMUNITY IMPACT HIGHLIGHTS UNITED WAY OF FORSYTH COUNTY ACTIVELY NURTURES AND MODELS SOCIAL BEHAVIORS THAT ENCOURAGE AND PROMOTE AN INCLUSIVE, DIVERSE, AND EQUITABLE COMMUNITY. WE IMPROVE LIVES BY SERVING PEOPLE WITHOUT REGARD TO RACE, GENDER, AGE, RELIGION, SEXUAL ORIENTATION, IDENTITY, ABILITY, OR FAMILIAL STATUS. OUR ONGOING COMMITMENT TO AN INCLUSIVE, DIVERSE, AND EQUITABLE COMMUNITY AND EXPECTATION TO IMPROVE LIVES IS REFLECTED IN ALL ASPECTS OF WORK FROM UNITED WAY'S STAFF, VOLUNTEERS, AND PARTNERS. IN 2023, UNITED WAY OF FORSYTH COUNTY INVESTED 1,293,491 IN APPROXIMATELY 60 HEALTH AND HUMAN SERVICE AGENCIES AND PROGRAMS. THE DOLLARS GIVEN REACH ALL AREAS OF OUR COMMUNITY. FROM THE YOUNG TO THE OLD, THE SICK TO THE HEALTHY, THE EMPLOYED TO THE UNEMPLOYED AND UNDEREMPLOYED, THOSE WITH HOMES TO THOSE WITHOUT, UNITED WAY DOLLARS ARE GIVING HOPE. WITH THE HELP OF PARTNERS IN THE COMMUNITY, THE ORGANIZATION IS WORKING HARD TO MAKE A DIFFERENCE EACH DAY IN OUR COMMUNITY OUR VISION IS TO BE A COMMUNITY WHERE ALL PEOPLE HAVE THE OPPORTUNITY TO ENGAGE, THRIVE AND ACHIEVE A BETTER QUALITY OF LIFE. AREAS OF FOCUS ARE: EDUCATION (35%) FINANCIAL STABILITY/BASIC NEEDS/ECONOMIC MOBILITY (33%) HEALTH (32%) OVER 2,000 ENGLISH HELPLISTS AND 1,000 SPANISH HELPLISTS WERE DISTRIBUTED THROUGHOUT THE COMMUNITY IN 2023. THE HELPLIST IS A COMPANION TO OUR COMPREHENSIVE ON-LINE COMMUNITY RESOURCE GUIDE WHICH WAS ESTABLISHED IN 2019 WITH THE HELP OF A VISTA VOLUNTEER AND IS AVAILABLE ONLINE AT WWW.UNITEDWAYFORSYTH.COM. UNITED WAY FACILITATED A COLLECTION OF SCHOOL SUPPLIES FOR DISTRIBUTION THROUGH OUR ANNUAL STUFF THE BUS PROGRAM. OVER 4,200 ITEMS WERE DONATED FROM LOCAL BUSINESSES, CIVIC ORGANIZATIONS, AND INDIVIDUALS TO BENEFIT STUDENTS AND CLASSROOMS DURING THE 2023-24 SCHOOL YEAR. WE CONTINUED SUPPORT JUNIOR ACHIEVEMENT BIZTOWN AND FINANCIAL PARK, A SIMULATED TOWN THAT ALLOWS MIDDLE SCHOOL STUDENTS TO EXPLORE INDUSTRIES AND CAREERS THROUGH IMMERSIVE SIMULATIONS AND ACQUIRE FOUNDATIONAL KNOWLEDGE FOR REAL WORLD EXPERIENCES. THE JA DISCOVERY CENTER IS LOCATED INSIDE THE ALLIANCE ACADEMY FOR INNOVATION. THE PHILANTHROPY STORE, INSIDE THE JA DISCOVERY CENTER, IS OPERATED BY UNITED WAY OF FORSYTH COUNTY AND THE NORTH GEORGIA COMMUNITY FOUNDATION. IN COLLABORATION WITH FORSYTH COUNTY SCHOOLS, UNITED WAY OF FORSYTH COUNTY IS INVESTED IN OUR STUDENTS' OVERALL HEALTH BY PROVIDING FUNDING FOR ON- SITE THERAPEUTIC SERVICES TO STUDENTS WHEN COSTS WERE MORE THAN THE FAMILY COULD AFFORD. IN 2023, UNITED WAY PAID OUT 37,081 TO THIS PROGRAM WHICH EQUATES TO APPROXIMATELY 620 THERAPEUTIC SESSIONS. WITH THE HELP OF COMMUNITY VOLUNTEERS AND STAKEHOLDERS, WE DEVELOPED A MENTAL HEALTH WEBSITE WHICH PROVIDES RELEVANT INFORMATION REGARDING MENTAL WELLNESS, MENTAL ILLNESS, AND RESOURCES TO SUPPORT IMPROVING MENTAL HEALTH IN FORSYTH COUNTY. IN EARLY 2021, THE MENTAL HEALTH WEBSITE WAS LAUNCHED AND CAN BE FOUND AT WWW. MHFOCOGA.COM. IN 2023, APPROXIMATELY 1,000 MENTAL HEALTH HELPLISTS WERE DISTRIBUTED THROUGHOUT THE COMMUNITY. SINCE 2015, UNITED WAY OF FORSYTH COUNTY HAS PARTNERED WITH AARP FOUNDATION TAX-AIDE TO PROVIDE FREE TAX PREPARATION FOR LOW- AND MODERATE-INCOME TAXPAYERS (THOSE EARNING 54,000 OR LESS) AND THOSE INDIVIDUALS 60 AND OLDER. IN 2023, 558 TAX RETURNS WERE PREPARED. TAXPAYERS RECEIVED FEDERAL REFUNDS TOTALING 481,150, STATE REFUNDS TOTALING 123,951, AND SAVED APPROXIMATELY 96,600 IN FILING FEES. A TOTAL OF 12 AARP VOLUNTEERS LOGGED OVER 1,100 VOLUNTEER HOURS DURING 32 TAX PREPARATION SESSIONS. IN PARTNERSHIP WITH FORSYTH COUNTY SCHOOLS, UNITED WAY ASSISTS WITH TUITION FOR RECOVERY CREDITS FOR FAILED CLASSES, TRANSPORTATION FOR BEFORE AND AFTER SCHOOL PROGRAMS OR TUTORING, GRADUATION FEES AND HIGH SCHOOL GRADUATION TEST REVIEW SESSIONS AS WELL AS OTHER SERVICES TO HELP KEEP STUDENTS ENGAGED AND ON TRACK TO GRADUATE. THESE SERVICES ARE OFFERED TO STUDENTS WHO ARE IDENTIFIED AS ECONOMICALLY DISADVANTAGED, SPECIAL NEEDS, OR ELL STUDENTS TO REMOVE ANY AND ALL BARRIERS THEY MAY EXPERIENCE GETTING IN THE WAY OF GRADUATION. IN 2023, UNITED WAY FUNDED 50,364 TO CREDIT RECOVERY PROGRAMS WHICH SERVED APPROXIMATELY 16,000 STUDENTS. SINCE 2008, UNITED WAY HAS FUNDED 888,626 TO CREDIT RECOVERY PROGRAMS. ADDITIONALLY, THE GRADUATION RATE IN FORSYTH COUNTY HAS INCREASED FROM 85.8% IN 2008 TO 95.8% IN 2023. THIS IS AN INCREASE OF 10%. PUTTING OUR COMMUNITY'S CHILDREN ON THE PATH TO FULFILLING THEIR POTENTIAL REQUIRES US TO WORK TOGETHER TOWARD A SINGLE, SHARED AGENDA. WE'VE NEEDED A COLLECTIVE VISION, UNIFIED MEASURES OF ACHIEVEMENT, STRATEGIES FOR HOW TO ATTAIN SUCCESS AND A WAY TO EVALUATE PROGRESS. THROUGH DATA COLLECTED BY UNITED WAY FOR THE CHILD WELL-BEING INDEX, WE ARE ABLE TO MEASURE HOW CHILDREN ARE FARING IN FORSYTH COUNTY AND CAN BETTER DETERMINE THE SERVICES NEEDED TO SUPPORT THEM AND THEIR FAMILIES. UNITED WAY CONTINUED TO SUPPORT THE FORSYTH COUNTY COLLABORATIVE ON CHARITY TRACKER FOR DATA AND RESOURCE SHARING BETWEEN NONPROFITS. SINCE UNITED WAY ESTABLISHED THE COLLABORATIVE IN 2016, MORE THAN 30,608 INDIVIDUALS, 193,613 "ACTS OF KINDNESS" (ASSISTANCE) AND 10,695,783 IN FINANCIAL ASSISTANCE HAS BEEN LOGGED. IN 2023 ALONE, 2,581 HOUSEHOLDS REPRESENTING 8,336 INDIVIDUALS WERE SERVED THROUGH 4,325 ACTS OF KINDNESS AND 596,786 IN FINANCIAL ASSISTANCE WAS PROVIDED. THERE ARE CURRENTLY 43 MEMBER AGENCIES AND 29 AGENTS IN THE COLLABORATIVE. SINCE 2015, UNITED WAY OF FORSYTH COUNTY HAS ACTED AS THE FISCAL AGENT FOR THE FORSYTH COUNTY DRUG AWARENESS COUNCIL. THEIR MISSION IS TO EDUCATE, ADVOCATE AND EMPOWER THE COMMUNITY TO PREVENT SUBSTANCE ABUSE ACROSS THE LIFESPAN IN FORSYTH COUNTY, GEORGIA. THEY ACCOMPLISH THIS BY HOLDING MONTHLY COLLABORATIVE MEETINGS, ADVOCATING ON THE STATE LEVEL AND HOLDING COMMUNITY DRUG AWARENESS SUMMITS FOR RESIDENTS. IN 2023, WOMEN UNITED FOR FORSYTH COUNTY HOSTED THREE INFORMATIONAL AND SOCIAL EVENTS ATTENDED BY MORE THAN 130 DIVERSE AND INSPIRING WOMEN DEDICATED TO WORKING TOGETHER TO ENACT POSITIVE LASTING CHANGE IN FORSYTH COUNTY. THE 2023 WOMEN UNITED ONLINE AUCTION, HELD THE FROM NOVEMBER 6TH TO NOVEMBER 16TH, RAISED 6,322. THROUGH UNITED WAY'S 22ND ANNUAL DAY OF CARING, 135,000 OATMEAL AND RICE & VEGETABLE SOUP MEALS WERE PACKAGED; 2,000 FAMILY SNACK PACKS WERE PACKAGED; 1,000 SCHOOL SUPPLY KITS WERE ASSEMBLED; AND 300 LITERACY KITS WERE ASSEMBLED BY APPROXIMATELY 637 VOLUNTEERS AT THE FORSYTH CONFERENCE CENTER. MEALS PACKAGED THROUGH THE EVENT WERE DISTRIBUTED TO 4 LOCAL FOOD PANTRIES/PROGRAMS TO GIVE TO CLIENTS THROUGH THEIR FOOD DISTRIBUTION PROGRAMS. EARLY CHILDHOOD LEARNING LITERACY KITS FOR PRE-SCHOOL, KINDERGARTEN, & FIRST GRADERS. EACH LITERACY KIT CONTAINS A BOOK, ACTIVITY SHEETS, SCHOOL SUPPLIES, AND A CRAFT PROJECT. IN 2023, WE ASSEMBLED AND DISTRIBUTED 1,308 LITERACY KITS TO FORSYTH COUNTY STUDENTS. RESOURCE DEVELOPMENT/COMMUNITY IMAGE HIGHLIGHTS 2024 CAMPAIGN RESULTS (RAISED IN FALL OF 2023 AND DISTRIBUTED IN 2024)- 1,057,837 WAS PLEDGED. THE DAWSON COUNTY CAMPAIGN ALONE RAISED 72,567 IN PLEDGES. PUBLIX SUPER MARKETS WAS THE LARGEST CAMPAIGN, FOLLOWED BY FORSYTH COUNTY SCHOOLS, NORTHSIDE HOSPITAL, SOLVAY, AND THE UNITED WAY INVITATIONAL GOLF TOURNAMENT. UNITED WAY HOSTED THE 6TH ANNUAL UNITED WAY INVITATIONAL GOLF TOURNAMENT AT HAWKS RIDGE GOLF CLUB. APPROXIMATELY 112 INDIVIDUALS PARTICIPATED IN THIS EVENT, ALLOWING US TO MAKE SURE OUR CHILDREN AND YOUTH HAVE THE OPPORTUNITY TO ACHIEVE THEIR FULL POTENTIAL THROUGH THE MANY CHILDREN'S PROGRAMS AND ORGANIZATIONS WE SUPPORT. INTERNAL OPERATIONS HIGHLIGHTS IN 2023, APPROXIMATELY 3,500 PEOPLE HAVE WALKED THROUGH THE UNITED WAY OFFICE TO ATTEND LOCAL NONPROFIT MEETINGS AND EVENTS HELD BY 26 DIFFERENT NONPROFIT GROUPS. THE BOARD DEVELOPMENT COMMITTEE CONTINUES TO OVERSEE THE NEW BOARD MEMBER ORIENTATION PROCESS, ORGANIZES BOARD SOCIALS, SERVES AS THE NOMINATING COMMITTEE, REVIEWS BY-LAWS & ORGANIZATION POLICIES AS WELL AS REVIEWS ORGANIZATIONAL SELF-ASSESSMENT RESULTS AND EXIT SURVEYS. NEW BOARD MEMBERS AND NEW COMMUNITY INVESTMENT MEMBERS HAD ORIENTATION BEFORE YEAR-END IN TIME FOR BEGINNING THEIR TERMS IN 2024. OUR MISSION: TO IMPROVE LIVES IN OUR COMMUNITY B 1109231 true true false false false false false false false false true false false false false false true false false false false false false false true false false true false false false false false false false false false false false false false false false false false false false true 2 0 true 8 true false false false false false true true false false false false false false false false X 20 20 false false false false false false false true true false false true true true true true true true true false GA X X RUTH GOODE 7707814110 PO BOX 1350 CUMMING GA 30028 X BLAKE BOLING DIRECTOR X 0 0 0 ALLEN BOWNS DIRECTOR X 0 0 0 MICHAEL CALLAHAN VP COMMUNITY X X 0 0 0 ANN DECHERD DIRECTOR X 0 0 0 CINDY JOHNSON VP COMMUNITY X X 0 0 0 CHERYL KEARNEY DIRECTOR X 0 0 0 JAKE KELSOE DIRECTOR X 0 0 0 STEVEN KRONENBERG PRESIDENT EL X X 0 0 0 JOSH LOWE DIRECTOR X 0 0 0 DAVID MANCUSO TREASURER X X 0 0 0 LESLIE PRICE-BENNETT DIRECTOR X 0 0 0 BETH READY PRESIDENT X X 0 0 0 OZZIE RODRIGUEZ DIRECTOR X 0 0 0 HANNAH SAMPLES VP COMMUNITY X X 0 0 0 MERI-LEIGH SMITH DIRECTOR X 0 0 0 NEIL SOUZA DIRECTOR X 0 0 0 LAURA STEWART DIRECTOR X 0 0 0 RUPAL VAISHNAV DIRECTOR X 0 0 0 JOLANDA WILKERSON DIRECTOR X 0 0 0 false false false 1002723 8317 148222 1159262 45772 45772 59954 8317 70512 -10558 -10558 MISCELLANEOUS REVENUE 56 56 56 1194532 35270 730554 730554 240080 125537 75434 39109 30555 15978 9600 4977 18158 9495 5705 2958 7760 7760 6592 6592 16450 16450 17853 17853 26983 14784 6555 5644 18645 10254 4475 3916 1584 1584 6066 3336 1456 1274 17084 8542 8542 13769 7573 3305 2891 OTHER PROGRAM SERVICES 185441 185441 UNITED WAY AFFILIATION 18741 18741 REPAIRS AND MAINTENACE 11416 6279 2740 2397 MISCELLANEOUS 1225 1225 925 925 1369881 1109231 171089 89561 359256 155548 252426 256975 1101542 1037569 839656 257276 599464 582380 574041 671047 2886729 2703519 2106 14761 166732 153753 72917 2322 244077 168514 X 1727138 1607917 915514 927088 2642652 2535005 2886729 2703519 -175349 67702 X false true X true false X 1471762 1554396 1505498 1396469 1159262 7087387 1471762 1554396 1505498 1396469 1159262 7087387 535818 6551569 10402 20007 4491 23327 37988 96215 17507 17507 42000 42000 10219 5268 56 99543 7300652 0.89740 0.89110 X PART II, LINE 10 99,543 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 130000 130000 643090 192200 450890 65076 65076 1490 1490 582380 1194532 1194532 1194532 1369881 1369881 1369881 GOLF INVITATION 48506 48506 51287 DAY OF CARING 12849 6943 5906 6613 1 6916 1374 5542 12612 68271 8317 59954 70512 70512 -10558 true THE PLACE OF FORSYTH COUNTY 2550 THE PLACE CIRCLE CUMMING GA 30040 582355072 11428 CASH ANNUAL FUND GEORGIA HIGHLANDS MEDICAL SERVICES PO BOX 307 CUMMING GA 30028 581338038 102000 CASH ANNUAL FUND DRUG AWARENESS COUNCIL PO BOX 1350 CUMMING GA 30028 581925396 47082 CASH ANNUAL FUND CASA OF FORSYTH COUNTY INC 3250 KEITH BRIDGE ROAD CUMMING GA 30041 200481980 58850 CASH ANNUAL FUND CHILDREN'S CENTER FOR HOPE & HEALIN PO BOX 907401 GAINESVILLE GA 30501 581718580 65558 CASH ANNUAL FUND MENTOR ME NORTH GEORGIA PO BOX 2053 CUMMING GA 30028 262202642 57988 CASH ANNUAL FUND BALD RIDGE LODGE 775 LANIER 400 PARKWAY CUMMING GA 30040 203690682 54706 CASH ANNUAL FUND BOY SCOUTS PO BOX 399 JEFFERSON GA 30549 221576300 52113 CASH ANNUAL FUND JESSE'S HOUSE PO BOX 3318 CUMMING GA 30028 582516541 45600 CASH ANNUAL FUND AMERICAN RED CROSS PO BOX 3370 GAINESVILLE GA 30503 530196605 26524 CASH ANNUAL FUND CREATIVE ENTERPRISES 410 PILGRIM MILL RD CUMMING GA 30040 581366728 25000 CASH ANNUAL FUND DAWSON COUNTY FAMILY CONNECTION 45 MEDICAL CTR DAWSONVILLE GA 30534 582343982 8625 CASH ANNUAL FUND GIRL SCOUTS OF GREATER ATLANTA 5601 N ALLEN RD SE MABLETON GA 30126 580566190 8438 CASH ANNUAL FUND GOOD SHEPHERD CLINIC OF DAWSON INC 45 MEDICAL CTR DAWSONVILLE GA 30534 270245804 23533 CASH ANNUAL FUND RAPE RESPONSE INC PO BOX 2883 GAINESVILLE GA 30503 581788134 19002 CASH ANNUAL FUND SISU OG GEORGIA INC 2360 MURPHY BLVD GAINESVILLE GA 30504 581622732 12140 CASH ANNUAL FUND ST VINCENT DEPAUL 2050-C CHAMBLEE TUCKER RD ATLANTA GA 30341 580967972 10000 CASH ANNUAL FUND FORSYTH COUNTY 4-H COUNCIL 5510 PINEY GROVE ROAD CUMMING GA 30040 460776754 9683 CASH ANNUAL FUND HALL-DAWSON CASA PO BOX 907471 GAINESVILLE GA 30501 582034915 6100 CASH ANNUAL FUND NO ONE ALONE PO BOX 685 DAHLONEGA GA 30533 581960833 8245 CASH ANNUAL FUND FORSYTH COUNTY SCHOOLS 1120 DAHLONEGA HWY CUMMING GA 30040 586000243 50364 CASH ANNUAL FUND OTHER - LESS THAN 5000 27575 CASH ANNUAL FUND 24 SCHEDULE I, PAGE 1, PART I, LINE 2 AS FUNDS ARE AVAILABLE, THE BOARD OF DIRECTORS OF UNITED WAY OF FORSYTH COUNTY WILL MAKE FUNDS ACCESSIBLE THROUGH COMMUNUITY GRANTS FOR COMMUNITY PROJECTS WHICH ARE CONSISTENT WITH UNITED WAY'S FUNDING EMPHASIS. THE PURPOSE OF THE FUNDS ARE TO PROVIDE FOR NEW PROJECTS OR EXPANSION OF ONGOING PROJECTS WHICH ARE DESIGNED TO ASSIST THE ELDERLY, PROMOTE SELF- SUFFICIENCY, HELP MEET BASIC NEEDS, SUPPORT HEALTH SERVICES, PROVIDE CRISIS AND EMERGENCY SERVICES OR HELP CHILDREN AND YOUTH DEVELOP INTO PRODUCTIVE ADULTS. THE COMMUNITY GRANTS COMMITTEE, MADE UP OF COMMUNITY VOLUNTEERS, WILL REVIEW THE APPLICATIONS. SOME APPLICATIONS MAY BE ASKED TO MAKE A PRESENTATION BEFORE MEMBERS OF THE COMMITTEE OR MEMBERS OF THE COMMITTEE MAY WANT TO VISIT THE PROGRAM. RECOMMENDATIONS FOR FUNDING WILL THEN BE MADE TO THE UNITED WAY BOARD OF DIRECTORS. GRANT AWARDS ARE ANNOUNCED ONCE THE CURRENT APPLICATION AND REVIEW PROCESSES ARE COMPLETE. A DISBURSEMENT SCHEDULE WILL BE DEVELOPED JOINTLY BY THE UNITED WAY AND GRANTEE. GENERALLY, FUNDS ARE PROVIDED ON A REIMBURSEMENT BASIS. THE ORGANIZATION MAINTAINS A LIST OF GRANT RECIPIENTS FOR THEIR RECORDS. ADDITIONALLY, A LIST OF THE GRANT RECIPIENTS FOR THE CURRENT YEAR IS MADE AVAILABLE TO THE PUBLIC ON THE ORGANIZATION'S WEBSITE. FORM 990 - ORGANIZATION'S MISSION UNITED WAY OF FORSYTH COUNTY FIGHTS FOR THE HEALTH, EDUCATION, FINANCIAL STABILITY/BASIC NEEDS/ECONOMIC MOBILITY OF EVERY PERSON IN OUR COMMUNITY. WE BELIEVE A QUALITY EDUCATION LEADS TO A STABLE JOB, WHICH PROVIDES FINANCIAL STABILITY AND THE ABILITY TO MEET BASIC NEEDS AND ENJOY GOOD HEALTH. THESE ARE THE BUILDING BLOCKS FOR A GOOD LIFE AND A THRIVING COMMUNITY. WHEN YOU SUPPORT UNITED WAY, YOU ARE HELPING TO CREATE A STRONGER, HEALTHIER FORSYTH COUNTY AND A BRIGHTER FUTURE FOR ALL. FORM 990, PAGE 2, PART III, LINE 4A ORGANIZATIONAL HIGHLIGHTS FINANCIALLY, UWFC FINISHED AT 91% OF ITS INCOME BUDGET, 105.1% OF ITS PROGRAM EXPENSE BUDGET AND 102.4% OF ITS OVERHEAD BUDGET. THE BOARD OF DIRECTORS AND STAFF CONTINUE TO BE MINDFUL OF SPENDING LIKE MOST UNITED WAY'S ACROSS THE NATION. OUR CONSERVATIVE SPENDING OVER THE YEARS AND RECOGNITION THAT HAVING A RESERVE WILL SUPPORT OUR UNITED WAY PROGRAMS THROUGH A TOUGH ECONOMY HAS PROVEN OUR BOARD IS ALWAYS MINDFUL OF ITS RESPONSIBILITY FOR THE WELL-BEING OF THE ORGANIZATION. WE HAD APPROXIMATELY 3,300 DONORS TO OUR CAMPAIGN. SEVENTY-TWO PERCENT OF OUR PLEDGES COME FROM EMPLOYEES OF CORPORATIONS AND CORPORATE GIFTS. THE OTHER 28% OF OUR PLEDGES COME FROM EMPLOYEES OF SCHOOLS, LOCAL GOVERNMENT ENTITIES, PROFESSIONALS, AND INDIVIDUALS AS WELL AS SMALL BUSINESS OWNERS. COMMUNITY INVESTMENT AND COMMUNITY IMPACT HIGHLIGHTS UNITED WAY OF FORSYTH COUNTY ACTIVELY NURTURES AND MODELS SOCIAL BEHAVIORS THAT ENCOURAGE AND PROMOTE AN INCLUSIVE, DIVERSE, AND EQUITABLE COMMUNITY. WE IMPROVE LIVES BY SERVING PEOPLE WITHOUT REGARD TO RACE, GENDER, AGE, RELIGION, SEXUAL ORIENTATION, IDENTITY, ABILITY, OR FAMILIAL STATUS. OUR ONGOING COMMITMENT TO AN INCLUSIVE, DIVERSE, AND EQUITABLE COMMUNITY AND EXPECTATION TO IMPROVE LIVES IS REFLECTED IN ALL ASPECTS OF WORK FROM UNITED WAY'S STAFF, VOLUNTEERS, AND PARTNERS. IN 2023, UNITED WAY OF FORSYTH COUNTY INVESTED 1,293,491 IN APPROXIMATELY 60 HEALTH AND HUMAN SERVICE AGENCIES AND PROGRAMS. THE DOLLARS GIVEN REACH ALL AREAS OF OUR COMMUNITY. FROM THE YOUNG TO THE OLD, THE SICK TO THE HEALTHY, THE EMPLOYED TO THE UNEMPLOYED AND UNDEREMPLOYED, THOSE WITH HOMES TO THOSE WITHOUT, UNITED WAY DOLLARS ARE GIVING HOPE. WITH THE HELP OF PARTNERS IN THE COMMUNITY, THE ORGANIZATION IS WORKING HARD TO MAKE A DIFFERENCE EACH DAY IN OUR COMMUNITY OUR VISION IS TO BE A COMMUNITY WHERE ALL PEOPLE HAVE THE OPPORTUNITY TO ENGAGE, THRIVE AND ACHIEVE A BETTER QUALITY OF LIFE. AREAS OF FOCUS ARE: EDUCATION (35%) FINANCIAL STABILITY/BASIC NEEDS/ECONOMIC MOBILITY (33%) HEALTH (32%) OVER 2,000 ENGLISH HELPLISTS AND 1,000 SPANISH HELPLISTS WERE DISTRIBUTED THROUGHOUT THE COMMUNITY IN 2023. THE HELPLIST IS A COMPANION TO OUR COMPREHENSIVE ON-LINE COMMUNITY RESOURCE GUIDE WHICH WAS ESTABLISHED IN 2019 WITH THE HELP OF A VISTA VOLUNTEER AND IS AVAILABLE ONLINE AT WWW.UNITEDWAYFORSYTH.COM. UNITED WAY FACILITATED A COLLECTION OF SCHOOL SUPPLIES FOR DISTRIBUTION THROUGH OUR ANNUAL STUFF THE BUS PROGRAM. OVER 4,200 ITEMS WERE DONATED FROM LOCAL BUSINESSES, CIVIC ORGANIZATIONS, AND INDIVIDUALS TO BENEFIT STUDENTS AND CLASSROOMS DURING THE 2023-24 SCHOOL YEAR. WE CONTINUED SUPPORT JUNIOR ACHIEVEMENT BIZTOWN AND FINANCIAL PARK, A SIMULATED TOWN THAT ALLOWS MIDDLE SCHOOL STUDENTS TO EXPLORE INDUSTRIES AND CAREERS THROUGH IMMERSIVE SIMULATIONS AND ACQUIRE FOUNDATIONAL KNOWLEDGE FOR REAL WORLD EXPERIENCES. THE JA DISCOVERY CENTER IS LOCATED INSIDE THE ALLIANCE ACADEMY FOR INNOVATION. THE PHILANTHROPY STORE, INSIDE THE JA DISCOVERY CENTER, IS OPERATED BY UNITED WAY OF FORSYTH COUNTY AND THE NORTH GEORGIA COMMUNITY FOUNDATION. IN COLLABORATION WITH FORSYTH COUNTY SCHOOLS, UNITED WAY OF FORSYTH COUNTY IS INVESTED IN OUR STUDENTS' OVERALL HEALTH BY PROVIDING FUNDING FOR ON- SITE THERAPEUTIC SERVICES TO STUDENTS WHEN COSTS WERE MORE THAN THE FAMILY COULD AFFORD. IN 2023, UNITED WAY PAID OUT 37,081 TO THIS PROGRAM WHICH EQUATES TO APPROXIMATELY 620 THERAPEUTIC SESSIONS. WITH THE HELP OF COMMUNITY VOLUNTEERS AND STAKEHOLDERS, WE DEVELOPED A MENTAL HEALTH WEBSITE WHICH PROVIDES RELEVANT INFORMATION REGARDING MENTAL WELLNESS, MENTAL ILLNESS, AND RESOURCES TO SUPPORT IMPROVING MENTAL HEALTH IN FORSYTH COUNTY. IN EARLY 2021, THE MENTAL HEALTH WEBSITE WAS LAUNCHED AND CAN BE FOUND AT WWW. MHFOCOGA.COM. IN 2023, APPROXIMATELY 1,000 MENTAL HEALTH HELPLISTS WERE DISTRIBUTED THROUGHOUT THE COMMUNITY. SINCE 2015, UNITED WAY OF FORSYTH COUNTY HAS PARTNERED WITH AARP FOUNDATION TAX-AIDE TO PROVIDE FREE TAX PREPARATION FOR LOW- AND MODERATE-INCOME TAXPAYERS (THOSE EARNING 54,000 OR LESS) AND THOSE INDIVIDUALS 60 AND OLDER. IN 2023, 558 TAX RETURNS WERE PREPARED. TAXPAYERS RECEIVED FEDERAL REFUNDS TOTALING 481,150, STATE REFUNDS TOTALING 123,951, AND SAVED APPROXIMATELY 96,600 IN FILING FEES. A TOTAL OF 12 AARP VOLUNTEERS LOGGED OVER 1,100 VOLUNTEER HOURS DURING 32 TAX PREPARATION SESSIONS. IN PARTNERSHIP WITH FORSYTH COUNTY SCHOOLS, UNITED WAY ASSISTS WITH TUITION FOR RECOVERY CREDITS FOR FAILED CLASSES, TRANSPORTATION FOR BEFORE AND AFTER SCHOOL PROGRAMS OR TUTORING, GRADUATION FEES AND HIGH SCHOOL GRADUATION TEST REVIEW SESSIONS AS WELL AS OTHER SERVICES TO HELP KEEP STUDENTS ENGAGED AND ON TRACK TO GRADUATE. THESE SERVICES ARE OFFERED TO STUDENTS WHO ARE IDENTIFIED AS ECONOMICALLY DISADVANTAGED, SPECIAL NEEDS, OR ELL STUDENTS TO REMOVE ANY AND ALL BARRIERS THEY MAY EXPERIENCE GETTING IN THE WAY OF GRADUATION. IN 2023, UNITED WAY FUNDED 50,364 TO CREDIT RECOVERY PROGRAMS WHICH SERVED APPROXIMATELY 16,000 STUDENTS. SINCE 2008, UNITED WAY HAS FUNDED 888,626 TO CREDIT RECOVERY PROGRAMS. ADDITIONALLY, THE GRADUATION RATE IN FORSYTH COUNTY HAS INCREASED FROM 85.8% IN 2008 TO 95.8% IN 2023. THIS IS AN INCREASE OF 10%. PUTTING OUR COMMUNITY'S CHILDREN ON THE PATH TO FULFILLING THEIR POTENTIAL REQUIRES US TO WORK TOGETHER TOWARD A SINGLE, SHARED AGENDA. WE'VE NEEDED A COLLECTIVE VISION, UNIFIED MEASURES OF ACHIEVEMENT, STRATEGIES FOR HOW TO ATTAIN SUCCESS AND A WAY TO EVALUATE PROGRESS. THROUGH DATA COLLECTED BY UNITED WAY FOR THE CHILD WELL-BEING INDEX, WE ARE ABLE TO MEASURE HOW CHILDREN ARE FARING IN FORSYTH COUNTY AND CAN BETTER DETERMINE THE SERVICES NEEDED TO SUPPORT THEM AND THEIR FAMILIES. UNITED WAY CONTINUED TO SUPPORT THE FORSYTH COUNTY COLLABORATIVE ON CHARITY TRACKER FOR DATA AND RESOURCE SHARING BETWEEN NONPROFITS. SINCE UNITED WAY ESTABLISHED THE COLLABORATIVE IN 2016, MORE THAN 30,608 INDIVIDUALS, 193,613 "ACTS OF KINDNESS" (ASSISTANCE) AND 10,695,783 IN FINANCIAL ASSISTANCE HAS BEEN LOGGED. IN 2023 ALONE, 2,581 HOUSEHOLDS REPRESENTING 8,336 INDIVIDUALS WERE SERVED THROUGH 4,325 ACTS OF KINDNESS AND 596,786 IN FINANCIAL ASSISTANCE WAS PROVIDED. THERE ARE CURRENTLY 43 MEMBER AGENCIES AND 29 AGENTS IN THE COLLABORATIVE. SINCE 2015, UNITED WAY OF FORSYTH COUNTY HAS ACTED AS THE FISCAL AGENT FOR THE FORSYTH COUNTY DRUG AWARENESS COUNCIL. THEIR MISSION IS TO EDUCATE, ADVOCATE AND EMPOWER THE COMMUNITY TO PREVENT SUBSTANCE ABUSE ACROSS THE LIFESPAN IN FORSYTH COUNTY, GEORGIA. THEY ACCOMPLISH THIS BY HOLDING MONTHLY COLLABORATIVE MEETINGS, ADVOCATING ON THE STATE LEVEL AND HOLDING COMMUNITY DRUG AWARENESS SUMMITS FOR RESIDENTS. IN 2023, WOMEN UNITED FOR FORSYTH COUNTY HOSTED THREE INFORMATIONAL AND SOCIAL EVENTS ATTENDED BY MORE THAN 130 DIVERSE AND INSPIRING WOMEN DEDICATED TO WORKING TOGETHER TO ENACT POSITIVE LASTING CHANGE IN FORSYTH COUNTY. THE 2023 WOMEN UNITED ONLINE AUCTION, HELD THE FROM NOVEMBER 6TH TO NOVEMBER 16TH, RAISED 6,322. THROUGH UNITED WAY'S 22ND ANNUAL DAY OF CARING, 135,000 OATMEAL AND RICE & VEGETABLE SOUP MEALS WERE PACKAGED; 2,000 FAMILY SNACK PACKS WERE PACKAGED; 1,000 SCHOOL SUPPLY KITS WERE ASSEMBLED; AND 300 LITERACY KITS WERE ASSEMBLED BY APPROXIMATELY 637 VOLUNTEERS AT THE FORSYTH CONFERENCE CENTER. MEALS PACKAGED THROUGH THE EVENT WERE DISTRIBUTED TO 4 LOCAL FOOD PANTRIES/PROGRAMS TO GIVE TO CLIENTS THROUGH THEIR FOOD DISTRIBUTION PROGRAMS. EARLY CHILDHOOD LEARNING LITERACY KITS FOR PRE-SCHOOL, KINDERGARTEN, & FIRST GRADERS. EACH LITERACY KIT CONTAINS A BOOK, ACTIVITY SHEETS, SCHOOL SUPPLIES, AND A CRAFT PROJECT. IN 2023, WE ASSEMBLED AND DISTRIBUTED 1,308 LITERACY KITS TO FORSYTH COUNTY STUDENTS. RESOURCE DEVELOPMENT/COMMUNITY IMAGE HIGHLIGHTS 2024 CAMPAIGN RESULTS (RAISED IN FALL OF 2023 AND DISTRIBUTED IN 2024)- 1,057,837 WAS PLEDGED. THE DAWSON COUNTY CAMPAIGN ALONE RAISED 72,567 IN PLEDGES. PUBLIX SUPER MARKETS WAS THE LARGEST CAMPAIGN, FOLLOWED BY FORSYTH COUNTY SCHOOLS, NORTHSIDE HOSPITAL, SOLVAY, AND THE UNITED WAY INVITATIONAL GOLF TOURNAMENT. UNITED WAY HOSTED THE 6TH ANNUAL UNITED WAY INVITATIONAL GOLF TOURNAMENT AT HAWKS RIDGE GOLF CLUB. APPROXIMATELY 112 INDIVIDUALS PARTICIPATED IN THIS EVENT, ALLOWING US TO MAKE SURE OUR CHILDREN AND YOUTH HAVE THE OPPORTUNITY TO ACHIEVE THEIR FULL POTENTIAL THROUGH THE MANY CHILDREN'S PROGRAMS AND ORGANIZATIONS WE SUPPORT. INTERNAL OPERATIONS HIGHLIGHTS IN 2023, APPROXIMATELY 3,500 PEOPLE HAVE WALKED THROUGH THE UNITED WAY OFFICE TO ATTEND LOCAL NONPROFIT MEETINGS AND EVENTS HELD BY 26 DIFFERENT NONPROFIT GROUPS. THE BOARD DEVELOPMENT COMMITTEE CONTINUES TO OVERSEE THE NEW BOARD MEMBER ORIENTATION PROCESS, ORGANIZES BOARD SOCIALS, SERVES AS THE NOMINATING COMMITTEE, REVIEWS BY-LAWS & ORGANIZATION POLICIES AS WELL AS REVIEWS ORGANIZATIONAL SELF-ASSESSMENT RESULTS AND EXIT SURVEYS. NEW BOARD MEMBERS AND NEW COMMUNITY INVESTMENT MEMBERS HAD ORIENTATION BEFORE YEAR-END IN TIME FOR BEGINNING THEIR TERMS IN 2024. OUR MISSION: TO IMPROVE LIVES IN OUR COMMUNITY B FORM 990, PAGE 6, PART VI, LINE 11B THE EXECUTIVE COMMITTEE OF THE ORGANIZATION PERFORM A DETAILED REVIEW OF THE FORM 990 AND ATTACHMENTS. THE 990 IS MADE AVAILABLE ELECTRONICALLY TO THE REMAINDER OF THE BOARD OF DIRECTORS FOR THEIR REVIEW PRIOR TO FILING. FORM 990, PAGE 6, PART VI, LINE 12C ALL BOARD MEMBERS ARE REQUIRED TO READ THE CODE OF ETHICS/CONFLICT OF INTEREST POLICY ANNUALLY. A SIGNED VERIFICATION FROM ALL BOARD MEMBERS IS REQUIRED NOTING ANY CONFLICTS OF INTEREST. IF THERE ARE CONFLICTS OF INTEREST, THOSE PERSON ARE EXEMPT FROM DISCUSSION AND VOTE ON THE SUBJECT. FORM 990, PAGE 6, PART VI, LINE 15A EXECUTIVE COMMITTEE MEMBERS DETERMINE COMPENSATION FOR THE EXECUTIVE DIRECTOR. OTHER OFFICERS- OR KEY EMPLOYEES' COMPENSATION IS DETERMINED BY THE EXECUTIVE COMMITTEE BY USING VARIOUS MEANS OF COMPARISON AND INDEPENDENT INFORMATION INCLUDING UNITED WAY SERVEYS. FORM 990, PAGE 6, PART VI, LINE 15B COMPENSATION IS DETERMINED BY THE EXECUTIVE COMMITTEE BY USING VARIOUS MEANS OF COMPARISON AND INDEPENDENT INFORMATION INCLUDING UNITED WAY SURVEYS. FORM 990, PAGE 6, PART VI, LINE 19 THE GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.