2023-05-15T11:45:48-05:00 2022-06-30 882730877 CHERRY BEKAERT ADVISORY LLC 1075 PEACHTREE STREET NE SUITE 2200 ATLANTA GA 30309 990 2021-07-01 580566194 UNITED WAY OF GREATER ATLANTA INC UNIT 4045277200 40 COURTLAND STREET ATLANTA GA 30303 KRISTEN MCCOLLUM CFO 4045277200 2023-05-10 1 KRISTEN MCCOLLUM 999009999 AMANDA ADAMS P00748038 4042090954 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z KRISTEN MCCOLLUM 40 COURTLAND STREET ATLANTA GA 30303 168472995 0 X WWW.UNITEDWAYATLANTA.ORG X 1972 GA UNITED WAY OF GREATER ATLANTA ENGAGES AND BRINGS TOGETHER PEOPLE AND RESOURCES TO DRIVE SUSTAINABLE AND EQUITABLE IMPROVEMENTS IN THE WELL-BEING OF CHILDREN, FAMILIES, AND INDIVIDUALS IN THE COMMUNITY. FOR INDIVIDUALS AND ORGANIZATIONS THAT WANT TO HELP IMPROVE THE HEALTH OF THEIR COMMUNITY, UNITED WAY IS THE PLATFORM THAT ENABLES INDIVIDUALS, GROUPS AND COMPANIES TO MAKE A DIFFERENCE INDIVIDUALLY AND COLLECTIVELY IN WHATEVER WAY THEY WISH TO CONTRIBUTE THEIR TIME, TALENT AND TREASURE. 44 44 219 3800 482594 0 124172021 147366210 3360912 5367340 1560164 77263 21319 -193429 129114416 152617384 88577520 104475249 0 0 19027525 22451379 0 0 6890358 13320934 13384575 120925979 140311203 8188437 12306181 111775589 124788499 24798574 29224330 86977015 95564169 X UNITED WAY OF GREATER ATLANTA ENGAGES AND BRINGS TOGETHER PEOPLE AND RESOURCES TO DRIVE SUSTAINABLE AND EQUITABLE IMPROVEMENTS IN THE WELL-BEING OF CHILDREN, FAMILIES, AND INDIVIDUALS IN THE COMMUNITY. FOR INDIVIDUALS AND ORGANIZATIONS THAT WANT TO HELP IMPROVE THE HEALTH OF THEIR COMMUNITY, UNITED WAY IS THE PLATFORM THAT ENABLES INDIVIDUALS, GROUPS, AND COMPANIES TO MAKE A DIFFERENCE INDIVIDUALLY AND COLLECTIVELY IN WHATER WAY THEY WISH TO CONTRIBUTE THEIR TIME, TALENT, AND TREASURE. 1 1 4818638 4818638 UNITED WAY INVESTS IMPACT DOLLARS IN ASSEMBLING TEAMS OF NONPROFITS TO WORK ON COLLABORATIVE SOLUTIONS THAT LEAD TO POSITIVE AND SUSTAINABLE OUTCOMES FOR CHILDREN AND FAMILIES, LIKE GIVING KIDS THE SKILLS TO SUCCEED IN SCHOOL, TEACHING FINANCIAL EDUCATION AND JOB TRAINING, BRINGING PRIMARY CARE ACCESS AND GIVING THE TOOLS TO REMOVE THEMSELVES FROM HOMELESSNESS. GIVING TO THE UNITED WAY CHILD WELLBEING IMPACT FUND ALLOWS YOU TO HAVE THE BIGGEST IMPACT ON OUR COMMUNITY. THE FUND COVERS MULTIPLE AREAS THAT HELP ADVANCE CHILD WELLBEING ACROSS GREATER ATLANTA. DECISIONS ARE MADE THROUGH A PROCESS DIRECTED BY UNITED WAY AND INVOLVES SUBJECT MATTER EXPERTS AS WELL AS TRAINED VOLUNTEERS. INVESTMENTS ARE DIRECTED TOWARD PROGRAMS DELIVERED BY PARTNER NONPROFITS WITH PROVEN EFFECTIVENESS IN CREATING MEASURABLE AND SUSTAINABLE CONTRIBUTIONS TO THE COMMUNITY. 18316937 12128148 108652 UNITED WAY HELPS PEOPLE VOLUNTEER IN A NUMBER OF WAYS, SUCH AS LENDING THEIR PROFESSIONAL EXPERTISE, ADVOCATING ON BEHALF OF ISSUES, AND DONATING HOUSEHOLD AND OFFICE ITEMS. UNITED WAY PROVIDES SUPPORT AND EXPERTISE THROUGH FIVE LOCAL OFFICES TO HELP COMMUNITIES SOLVE PROBLEMS. THROUGH TECHNICAL ASSISTANCE AND GIFTS IN KIND ATLANTA, UNITED WAY HELPS NONPROFIT ORGANIZATIONS OPERATE MORE EFFECTIVELY AND EFFICIENTLY. WE WORK WITH STAKEHOLDERS IN COMMUNITIES ACROSS OUR SERVICE AREA TO COLLECTIVELY ADDRESS AND IMPLEMENT STRATEGIES TO ENSURE THAT ALL PEOPLE IN OUR REGION CAN THRIVE.UNITED WAY OF GREATER ATLANTA'S 2-1-1 CONTACT CENTER IS A FULL-SERVICE CONTACT CENTER THAT CONNECTS PEOPLE TO THE ASSISTANCE THEY NEED TO ADDRESS EVERYDAY CHALLENGES OF LIVING, AS WELL AS THOSE THAT DEVELOP DURING TIMES OF COMMUNITY EMERGENCIES. ANSWERING OVER 300,000 CONTACTS THROUGH TELEPHONE, TEXT, LIVE CHATS, EMAIL, MOBILE APP, POSTAL AND WEB SEARCHES, 2-1-1 HELPS MANY THROUGHOUT THE COMMUNITY. THE COMMUNITY CAN VISIT OUR WEBSITE TO SEARCH THE 211 DATABASE FOR THEMSELVES. 100775334 87528463 2699377 UNITED WAY HAS ADOPTED, IN PARTNERSHIP WITH DOZENS OF COMMUNITY PARTNERS, A "YARDSTICK" FOR CHILD WELLBEING A SET OF 14 MEASURES THAT ALLOW US TO ASSESS HOW WELL CHILDREN AND FAMILIES ARE DOING BY ZIP CODE ACROSS 13 COUNTIES. UNITED WAY'S PROGRAMS ARE DESIGNED TO MOVE THE NEEDLE ON THESE CRITICAL MEASURES. ITS FOCUSES ARE ON CREATING STRONG FOUNDATIONS FOR CHILDREN TO GROW, THEREBY PROVIDING OPPORTUNITIES FOR SUCCESS DESPITE ADVERSE CONDITIONS, AS WELL AS NURTURING COMMUNITIES THAT NEED WRAPAROUND SUPPORT. FOR EVERY MEASURE OF CHILD WELLBEING, THERE IS A MULTITUDE OF FACTORS THAT CAN ADVERSELY INFLUENCE OUTCOMES AND A SERIES OF ACTIONS WE CAN TAKE THAT CAN CHANGE THESE OUTCOMES FOR THE BETTER. WHEN WE CONSIDER ALL POTENTIAL SOLUTIONS THAT HELP US MOVE THE NEEDLE EVIDENCE BASED STRATEGIES, INNOVATIVE PROGRAMS, POLICIES, VOLUNTEERISM, AMONG OTHERS. 3557258 2076717 UNITED WAY PROVIDES SUPPORT AND SERVICES TO COMMUNITY GROUPS AND PUBLIC AGENCIES IN ATLANTA THROUGH THE USE OF THE LOUDERMILK CONFERENCE CENTER. THE LOUDERMILK CONFERENCE CENTER EXEMPLIFIES UNITED WAY'S COMMITMENT TO THE CITY BY SERVING AS THE PREMIER MEETING PLACE FOR METRO ATLANTA NONPROFIT ORGANIZATIONS, CIVIC GROUPS AND THE BUSINESS COMMUNITY. UNITED WAY ALSO LEASES THE WOODRUFF VOLUNTEER CENTER TO NON-PROFITS AND OTHER BUSINESSES. ADDITIONALLY, UNITED WAY EARNS REVENUE ON FEE FOR SERVICE ARRANGEMENTS. 3557258 2076717 127468167 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 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 0 0 0 1 0 0 0 1 44 0 1 219 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 44 44 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 GA X X KRISTEN L MCCOLLUM 4045277200 40 COURTLAND STREET ATLANTA GA 30303 RAPHAEL BOSTIC BOARD CHAIR 0.50 0.00 X 0 0 0 ERIK BRYANT AUDIT CHAIR 0.50 0.00 X 0 0 0 MARY BENTON COMMUNITY INVESTMENT CHAIR 0.50 0.00 X 0 0 0 ANGEL MALDONADO COMMUNITY INVESTMENT CHAIR 0.50 0.00 X 0 0 0 BELISA URBINA AGENCY LIAISON 0.50 0.00 X 0 0 0 JAMES WILLIAMS LABOR LIAISON 0.50 0.00 X 0 0 0 AMY CORN DEVELOPMENT COMMITTEE CHAIR 0.50 0.00 X 0 0 0 MATTHEW GROSVENOR FINANCE & PROPERTY EXECUTIVE CHAIR 0.50 0.00 X 0 0 0 ROBERT HUNTER KIRKMAN MARKETING & COMMUNICATIONS CHAIR 0.50 0.00 X 0 0 0 CHRIS PECK HUMAN CAPITAL COMMITTEE CHAIR 0.50 0.00 X 0 0 0 KEVIN KELLY IMMED PAST PRESIDENT/GOVER 0.50 0.00 X 0 0 0 KATINA ASBELL AT LARGE DIRECTOR 0.50 0.00 X 0 0 0 CHLOE BARZEY AT LARGE DIRECTOR 0.50 0.00 X 0 0 0 KAMAU BOBB AT LARGE DIRECTOR 0.50 0.00 X 0 0 0 VERONICA CAPUTO AT LARGE DIRECTOR 0.50 0.00 X 0 0 0 PETER CARTER AT LARGE DIRECTOR 0.50 0.00 X 0 0 0 SARAH CLAMP AT LARGE DIRECTOR 0.50 0.00 X 0 0 0 JESSICA CORLEY AT LARGE DIRECTOR 0.50 0.00 X 0 0 0 JONATHAN FOWLER AT LARGE DIRECTOR 0.50 0.00 X 0 0 0 STEPHANIE GLOSTER AT LARGE DIRECTOR 0.50 0.00 X 0 0 0 DEREK GOSHAY AT LARGE DIRECTOR 0.50 0.00 X 0 0 0 ALOK GUPTA AT LARGE DIRECTOR 0.50 0.00 X 0 0 0 LISA HERRING AT LARGE DIRECTOR 0.50 0.00 X 0 0 0 KARAN ISHWAR AT LARGE DIRECTOR 0.50 0.00 X 0 0 0 JAMIE KLINNERT AT LARGE DIRECTOR 0.50 0.00 X 0 0 0 KATE KOPLAN MD AT LARGE DIRECTOR 0.50 0.00 X 0 0 0 JAMES JIMMY LOVE AT LARGE DIRECTOR 0.50 0.00 X 0 0 0 MAURICE MAXIE AT LARGE DIRECTOR 0.50 0.00 X 0 0 0 FELICIA MCDADE AT LARGE DIRECTOR 0.50 0.00 X 0 0 0 JAMES PIROUZ AT LARGE DIRECTOR 0.50 0.00 X 0 0 0 CONDACE PRESSLEY AT LARGE DIRECTOR 0.50 0.00 X 0 0 0 BRIAN SAPPINGTON AT LARGE DIRECTOR 0.50 0.00 X 0 0 0 SCOTT STEARSMAN AT LARGE DIRECTOR 0.50 0.00 X 0 0 0 TRACY TECHAU AT LARGE DIRECTOR 0.50 0.00 X 0 0 0 WILL WILLIAMS AT LARGE DIRECTOR 0.50 0.00 X 0 0 0 WILLIAM BILL CHEEKS AT LARGE DIRECTOR 0.50 0.00 X 0 0 0 JAMES TERRY KEISLER AT LARGE DIRECTOR 0.50 0.00 X 0 0 0 JASON MCLARRY AT LARGE DIRECTOR 0.50 0.00 X 0 0 0 OVIE MUGHELLI AT LARGE DIRECTOR 0.50 0.00 X 0 0 0 STEPHEN R SCHERGER AT LARGE DIRECTOR 0.50 0.00 X 0 0 0 CHRIS SIZEMORE AT LARGE DIRECTOR 0.50 0.00 X 0 0 0 CALVIN WARD AT LARGE DIRECTOR 0.50 0.00 X 0 0 0 LEIGH WOISARD AT LARGE DIRECTOR 0.50 0.00 X 0 0 0 MILTON LITTLE JR CHIEF EXECUTIVE OFFICER 40.00 0.00 X 511030 0 27147 KRISTEN MCCOLLUM CHIEF FINANCIAL OFFICER 40.00 0.00 X 219557 0 3126 TIM PAKENHAM CHIEF OPERATING OFFICER 40.00 0.00 X 386726 0 18271 CLAIRE BURKE CONTROLLER 40.00 0.00 X 145386 0 22459 CHAD DILLARD CHIEF DEVELOPMENT OFFICER 40.00 0.00 X 226064 0 42924 ELIZABETH WARD CHIEF MARKETING OFFICER 40.00 0.00 X 231302 0 8362 KATRINA MITCHELL CHIEF COMMUNITY IMPACT OFFICER 40.00 0.00 X 175129 0 37741 NATALIE EVANS VP DATA ANALYTICS 40.00 0.00 X 162580 0 26736 LAUREN BROOKS VP, CORPORATE RELATIONS 40.00 0.00 X 149545 0 22015 JOHN HELTON EXECUTIVE DIRECTOR, INFORMATION 40.00 0.00 X 127917 0 20969 ORINZAL WILLIAMS EXECUTIVE DIRECTOR OF INFORMATION 40.00 0.00 X 130660 0 28310 PROTIP BISWAS VP, HOMELESSNESS AND COMMUNITY OUTREACH 40.00 0.00 X 148644 0 27094 DENNIS LONG ASST VP OF DEVELOPMENT 40.00 0.00 X 126460 0 23669 2741000 0 308823 25 0 1 0 CURRY DAVIS CONSULTING GROUP LLC 5117 ROSEWOOD PLACE FAIRBURN GA 30213 CONSULTING 800571 VOICES FOR GA'S CHILDREN 75 MARIETTA ST NW SUITE 401 ATLANTA GA 30303 CONSULTING 215250 CHERRY BEKAERT LLP 1075 PEACHTREE ST NE STE 2200 ATLANTA GA 30309 ACCOUNTING 144595 KINETIC WEST 111 S JACKSON ST SEATTLE WA 98104 CONSULTING 141250 ENDURANCE PROJECT MANAGEMENT LLC 1896 BREWER BLVD SW ATLANTA GA 30310 CONSULTING 124785 6 606441 36966322 109793447 12861488 147366210 BUILDING INCOME 532000 2559311 2076717 482594 PROCESSING & FUNDRAISING FEES 900999 661349 661349 OTHER NON-CAMPAIGN REVENUE 900999 152222 152222 211 PROGRAM FEES 900999 108652 108652 1885806 1885806 5367340 465045 465045 15180000 15567782 -387782 -387782 -387782 94400 606441 287829 -193429 -193429 152617384 4884746 482594 -116166 82734033 82734033 21741216 21741216 2346009 220215 1617142 508652 16099992 11139546 1069167 3891279 984582 521365 132964 330253 2027671 1009932 329910 687829 993125 498352 219842 274931 120520 120520 70499 70499 3579611 3392734 124991 61886 305533 14444 199794 91295 2889849 1448067 958940 482842 2089175 1610723 243547 234905 15287 5904 2842 6541 270641 209331 26813 34497 17224 18091 -867 821805 243916 577889 1355663 1175962 179701 COST OF FOOD 265574 265574 1583194 1218762 78984 285448 140311203 127468167 5952678 6890358 16768961 24385828 18993989 21513429 18656797 30354791 5500316 945644 102770 689021 35046594 26428430 9457041 8618164 40520049 36727243 1775666 1554379 111775589 124788499 13734134 18478027 1688494 1215354 784769 291600 8591177 9239349 24798574 29224330 X 46525417 44725860 40451598 50838309 86977015 95564169 111775589 124788499 X 12306181 -4045218 326191 X 0 1 X 1 1 1 X 106468736 104636875 119342396 124172021 147366210 601986238 106468736 104636875 119342396 124172021 147366210 601986238 99493448 502492790 684212 955384 844564 371991 465045 3321196 18524 18524 605325958 22485740 0.83010 0.84610 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5250 86820 92070 140146295 140238365 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 55903 87155 86282 92070 321410 250000 250000 250000 250000 1000000 1500000 21765 11465 5750 5250 44230 SCHEDULE C PART IV AS AN IRS 501(C)(3) PUBLIC CHARITY, UNITED WAY OF GREATER ATLANTA IS AUTHORIZED TO ENGAGE IN A LIMITED DEGREE OF LOBBYING ON NONPARTISAN ISSUES THAT AFFECT OUR MISSION AND THOSE WE SERVE. UNITED WAY OF GREATER ATLANTA HAS ELECTED TO REPORT ITS LOBBYING ACTIVITY ON THE BASIS OF EXPENDITURES AND IRS RULES ALLOW IT TO SPEND UP TO $250,000 IN GRASSROOTS LOBBYING AND $750,000 IN DIRECT LOBBYING. UNITED WAY OF GREATER ATLANTA AND OTHER UNITED WAY AFFILIATES THROUGHOUT THE NATION HAVE EMBARKED IN PUBLIC POLICY ENGAGEMENT AS THE RESULT OF UNITED WAY WORLDWIDE SYSTEM STANDARDS ADOPTED IN 2005. LOCALLY, A PUBLIC POLICY COMMITTEE ANNUALLY RECOMMENDS A POLICY AGENDA FOR ADOPTION BY THE BOARD OF DIRECTORS. STAFF AND VOLUNTEERS ENGAGE IN ADVOCACY AND LOBBYING. 5846000 271000 -686000 164000 5267000 4648000 1342000 144000 5846000 4671000 142000 165000 4648000 4589000 285000 203000 4671000 4136000 143000 310000 4589000 1.00000 1 0 3567896 3567896 26717033 23249137 3467896 822533 822533 3939132 3179293 759839 8618164 DONOR DESIGNATED ALLOCATIONS PAYABLE 9239349 9239349 X 132864224 -4045218 196800 614020 -3234398 136098622 12762 16506000 16518762 152617384 124277070 196800 287829 484629 123792441 12762 16506000 16518762 140311203 PART V, LINE 4: THE INTENDED USE OF UNITED WAY OF GREATER ATLANTA'S ENDOWMENT FUND IS FOR DIRECT PUBLIC SUPPORT OF UNITED WAY'S MISSION. THE PERCENTAGE REPORTED FOR PERMANENT ENDOWMENTS INCLUDES AMOUNTS THAT MUST BE MAINTAINED IN PERPETUITY AS WELL AS ACCUMULATED EARNINGS ON SUCH AMOUNTS THAT HAVE NOT YET BEEN APPROPRIATED FOR EXPENDITURE. PART X, LINE 2: UNITED WAY IS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986 ("IRC"), AS AMENDED, AND THEREFORE NO PROVISION FOR INCOME TAXES HAS BEEN MADE IN THE ACCOMPANYING FINANCIAL STATEMENTS. UNITED WAY HAS EVALUATED THE EFFECT OF GAAP GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES AND BELIEVES IT CONTINUES TO SATISFY THE REQUIREMENTS OF TAX-EXEMPT ORGANIZATIONS AND THEREFORE HAD NO UNCERTAIN INCOME TAX POSITIONS AT JUNE 30, 2022. PART XI, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EVENT EXPENSES 287,829. CHANGE IN LIABILITY FOR PENSION 326,191. PART XI, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATED AMOUNTS 16,506,000. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EVENT EXPENSES 287,829. PART XII, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATED AMOUNTS 16,506,000. 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501 (C) (3) 121000 0 GENERAL SUPPORT THE ORANGE DUFFEL BAG INITIATIVE 1801 PEACHTREE STREET NE SUITE 300 ATLANTA GA 30309 271845671 501 (C) (3) 25000 0 GENERAL SUPPORT THE PARTERNSHIP FOR SOUTHERN EQUITY 260 PEACHTREE STREET ATLANTA GA 30303 274424115 501 (C) (3) 196000 0 GENERAL SUPPORT THE PITTSBURGH COLLABORATIVE INC 270 17TH ST NW 912 ATLANTA GA 30363 825334993 501 (C) (3) 35000 0 GENERAL SUPPORT THE SALVATION ARMY 469 MARIETTA ST NW RED SHIELD SERVICES ATLANTA GA 30313 580660607 501 (C) (3) 87611 0 GENERAL SUPPORT THE SCHOLARSHIP ACADEMY 215 LAKEWOOD WAY STE 108-JESSICA JOHNSON ATLANTA GA 30315 203721836 501 (C) (3) 87500 0 GENERAL SUPPORT THE SCOOP LLC 743 SECOND STREET ATTN TONNIE WEATHERSPOON STONE MOUNTAIN GA 30083 830600125 501 (C) (3) 38070 0 GENERAL SUPPORT THE SHINE COMMUNITY INC 1795 BUFORD HWY DULUTH GA 30097 851168283 501 (C) (3) 50000 0 GENERAL SUPPORT THE STUDY HALL AT EMMAUS PO BOX 6717 ATLANTA GA 303150717 581830316 501 (C) (3) 50000 0 GENERAL SUPPORT THE VILLAGE 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501 (C) (3) 100000 0 GENERAL SUPPORT URBAN LEAGUE OF GREATER ATLANTA 229 PEACHTREE STREET NE SUITE 300 ATLANTA GA 30303 580593386 501 (C) (3) 7500 0 GENERAL SUPPORT URBAN RECIPE INC 645 GRANT STREET SE ATLANTA GA 30312 270000606 501 (C) (3) 25000 0 GENERAL SUPPORT USHER'S NEW LOOK INC 500 BISHOP STREET NW SUITE B5 ATLANTA GA 30318 582480934 501 (C) (3) 25000 0 GENERAL SUPPORT VETERANS EMPOWERMENT ORGANIZATION 373 W LAKE AVE NW ATLANTA GA 30318 800219022 501 (C) (3) 88600 0 GENERAL SUPPORT VIEW POINT HEALTH 175 GWINNETT DRIVE LAWRENCEVILLE GA 30046 582103187 501 (C) (3) 39997 0 GENERAL SUPPORT VISION TUTORING EDUCATIONAL FOUNDATION INC PO BOX 43702 ATLANTA GA 30336 900635017 501 (C) (3) 40430 0 GENERAL SUPPORT VISITING NURSE HEALTH SYSTEM OF GEO 5775 GLENRIDGE DR STE E200 ATLANTA GA 30328 580566250 501 (C) (3) 93750 0 GENERAL SUPPORT VOICES FOR GEORGIA'S CHILDREN 75 MARIETTA ST SUITE 401 ATLANTA GA 30303 020678823 501 (C) (3) 105000 0 GENERAL SUPPORT WE MOVE TUTORING GROUP 5020 ADDISON TRAIL STATESBORO GA 30458 834511421 501 (C) (3) 25000 0 GENERAL SUPPORT WELLSPRING LIVING 1040 BOULEVARD SE SUITE M ATLANTA GA 30312 582614182 501 (C) (3) 70000 0 GENERAL SUPPORT WELLSTAR FOUNDATION 805 SANDY PLAINS RD SUITE 100 MARIETTA GA 30066 581627413 501 (C) (3) 838000 0 GENERAL SUPPORT WEST ATLANTA COMMUNITY OUTREACH PO BOX 92760 ATLANTA GA 30314 843099429 501 (C) (3) 25000 0 GENERAL SUPPORT WHITEFOORD INC 1353 GEORGE W BRUMLEY WAY SE ATLANTA GA 30317 582180056 501 (C) (3) 28000 0 GENERAL SUPPORT WINGS FOR KIDS 1465 NORTHSIDE DRIVE NW SUITE 212 ATLANTA GA 30318 571055054 501 (C) (3) 50000 0 GENERAL SUPPORT WOMEN'S RESOURCE CENTER PO BOX 171 DECATUR GA 30031 581698233 501 (C) (3) 25000 0 GENERAL SUPPORT YELLS INC 1156 PIEDMONT AVENUE SUITE B6 ATLANTA GA 30309 270900525 501 (C) (3) 12500 0 GENERAL SUPPORT YMCA OF METROPOLITAN ATLANTA 569 MARTIN LUTHER KING JR DR NW ATLANTA GA 30314 580566253 501 (C) (3) 691250 0 GENERAL SUPPORT YOUTH EMPOWERMENT SUCCESS SERVICES 255 N MAIN STREET 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TOYS FOR TOTS FOUNDATION 18251 QUANTICO GATEWAY DRIVE TRIANGLE VA 22172 203021444 501 (C) (3) 12128148 0 FMV TOYS TO PROVIDE CHRISTMAS GIFTS TO LESS FORTUNATE CHILDREN 314 0 HOUSING ASSISTANCE 4150 21741216 HOUSING ASSISTANCE PART I, LINE 2: UNITED WAY OF GREATER ATLANTA DISTRIBUTES PROGRAMMATIC FUNDS THROUGH THE CHILD WELL-BEING IMPACT FUND, GOVERNMENT GRANTS, AND SPECIFIC SHORT-TERM GOAL ORIENTED PHILANTHROPHIC GRANTS. TO MONITOR THE CHILD WELL-BEING IMPACT FUND, NON-PROFITS ("GRANTEES") MUST ADHERE TO UNITED WAY MINIMUM REPORTING REQUIREMENTS AT MID POINT AND 30- 60 DAYS AFTER THE END OF THE GRANT TERM. THE REPORTS COVER DEMOGRAPHIC AND OUTCOME DATA TO DEMONSTRATE THE LEVEL OF IMPACT MADE BY THE UNITED WAY INVESTMENT. PROGRAM REPORTING IS SUBMITTED VIA THE UNITED WAY ONLINE DATABASE SYSTEM WHICH CAPTURES DATA ACROSS ALL PROGRAMS. STAFF ANALYZES THE INFORMATION SUBMITTED BY GRANTEES AND SHARES THEIR ANALYSIS AND INSIGHTS WITH VOLUNTEERS WHO ASSESS PROGRESS ON THE UNITED WAY GOALS. AGENCIES ALSO ARE REQUIRED TO SUBMIT FINANCIAL DOCUMENTS BASED ON THE ORGANIZATION BUDGET TO ASSESS THE ORGANIZATION'S FISCAL STABILITY. UNITED WAY USES DATA FROM THE NONPROFIT FINANCE FUND AND CANDID'S WEB-BASED PLATFORM TO ASSESS OVERALL FINANCIAL HEALTH. FOR SHORT-TERM GRANTS AND GOVERNMENT GRANTS ADMINISTERED BY UNITED WAY THERE IS A SIMILAR PROCESS OF REPORTING, ALTHOUGH THE FREQUENCY MAY VARY. X 1 1 X X X X X X 0 0 0 0 0 0 0 1 0 MILTON LITTLE JR CHIEF EXECUTIVE OFFICER 437696 0 25000 0 48334 0 6763 0 20384 0 538177 0 0 0 TIM PAKENHAM CHIEF OPERATING OFFICER 349053 0 0 0 37673 0 17400 0 871 0 404997 0 0 0 CHAD DILLARD CHIEF DEVELOPMENT OFFICER 205675 0 0 0 20389 0 13831 0 29093 0 268988 0 0 0 ELIZABETH WARD CHIEF MARKETING OFFICER 195345 0 0 0 35957 0 7945 0 417 0 239664 0 0 0 KRISTEN MCCOLLUM CHIEF FINANCIAL OFFICER 199769 0 0 0 19788 0 -25967 0 29093 0 222683 0 0 0 KATRINA MITCHELL CHIEF COMMUNITY IMPACT OFFICER 158136 0 0 0 16993 0 3705 0 34036 0 212870 0 0 0 NATALIE EVANS VP DATA ANALYTICS 139978 0 0 0 22602 0 -7087 0 33823 0 189316 0 0 0 PROTIP BISWAS VP, HOMELESSNESS AND COMMUNITY OUTRE 117093 0 0 0 31551 0 -5674 0 32768 0 175738 0 0 0 LAUREN BROOKS VP, CORPORATE RELATIONS 142542 0 3185 0 3818 0 -7314 0 29329 0 171560 0 0 0 CLAIRE BURKE CONTROLLER 131272 0 0 0 14114 0 -13575 0 36034 0 167845 0 0 0 ORINZAL WILLIAMS EXECUTIVE DIRECTOR OF INFORMATION 109132 0 0 0 21528 0 -7200 0 35510 0 158970 0 0 0 DENNIS LONG ASST VP OF DEVELOPMENT 114313 0 0 0 12147 0 13419 0 10250 0 150129 0 0 0 PART I, LINE 1A SOCIAL CLUB DUES ARE PAID TO ENABLE EXECUTIVES TO HOLD AND ATTEND BUSINESS MEETINGS AT THE CLUB. THIS IS NOT TREATED AS A TAXABLE BENEFIT SINCE IT IS FOR BUSINESS PURPOSES ONLY. PART I, LINE 7 A PERFORMANCE BONUS IS AVAILABLE TO THE CEO BASED ON THE ORGANIZATION'S PERFORMANCE IN THE AREAS OF REVENUE, REPUTATION, AND RESULTS. THE BONUS IS APPROVED BY THE COMPENSATION COMMITTEE AND CAN BE UP TO 10% OF THE CEO'S ANNUAL SALARY. LAUREN BROOKS RECEIVED A RETENTION BONUS DURING THE YEAR WHICH WAS DETERMINED BY HER IMMEDIATE SUPERIOR. A DEVELOPMENT AUTHORITY OF FULTON COUNTY GEORGIA 000000000 2011-09-07 5810000 REFUND SERIES 1999 BONDS 0 0 0 A 5518400 5810000 110000 5700000 1999 1 0 1 1 A 0 1 0 0 0.00000 0.00000 0.00000 0 0 0 A 0 0 0 0 1 1 WELLS FARGO 2.220000000000 0 1 0 0 1 A 1 X 246937 FAIR MARKET VALUE X 100 9190 FAIR MARKET VALUE X TOYS 883332 12128148 FAIR MARKET VALUE X COVID-19 TESTS 58802 477213 FAIR MARKET VALUE 0 0 1 0 FORM 990, PART III, LINE 2 WITH GENEROUS SUPPORT FROM WELLS FARGO, UNITED WAY OF GREATER ATLANTA, IN COLLABORATION WITH INVEST ATLANTA, HAS ESTABLISHED THE ATLANTA OPEN FOR BUSINESS FUND PROGRAM. THIS PROGRAM HAS BEEN CREATED TO HELP SMALL BUSINESS OWNERS IN THE CITY OF ATLANTA, I.E. WITHIN THE CITY LIMITS, BUILD WEALTH BY INVESTING IN ASSETS SUCH AS COMMERCIAL SPACE, FACADE IMPROVEMENT, EQUIPMENT AND TECHNOLOGY. MORE SPECIFICALLY, AN IMPORTANT FOCUS WILL BE ON RACIALLY AND ETHNICALLY DIVERSE BUSINESS OWNERS WHO HAVE BEEN DISPROPORTIONATELY HURT BY THE PANDEMIC. FORM 990, PART III, LINE 3 UNITED WAY OF GREATER ATLANTA, IN PARTNERSHIP WITH THE COMMUNITY FOUNDATION OF GREATER ATLANTA, PROVIDED IMMEDIATE SUPPORT TO THOSE MOST VULNERABLE TO THE ECONOMIC AND HEALTH-RELATED ISSUES CAUSED BY THE NOVEL CORONAVIRUS PANDEMIC VIA THE UNITED WAY OF GREATER ATLANTA COVID-19 RESPONSE AND RECOVERY FUND. WHILE THE FUND REMAINS OPEN, A MAJORITY OF THE FUNDS RAISED HAVE BEEN DISTRIBUTED PRIOR TO THE END OF OUR FISCAL YEAR. FORM 990, PART VI, SECTION B, LINE 11B MANAGEMENT REVIEWS THE FORM 990 BEFORE IT IS MADE AVAILABLE TO THE BOARD OF DIRECTORS VIA EMAIL. BOARD MEMBERS ARE ENCOURAGED TO REVIEW THE DOCUMENT SO AS TO BECOME FAMILIAR WITH THE INFORMATION AND HAVE OPPORTUNITY FOR INPUT AS DESIRED. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF DIRECTORS OF UNITED WAY OF GREATER ATLANTA AND THE CEO, COO, AND VICE PRESIDENTS ALL ARE GIVEN A COPY OF THE CONFLICT OF INTEREST POLICY ANNUALLY AND THEY ARE REQUIRED TO SIGN THE POLICY AND RETURN IT TO UNITED WAY OF GREATER ATLANTA. IN THE EVENT OF A CONFLICT, THAT PERSON WILL EXCUSE HIM OR HERSELF FROM THE DISCUSSIONS AND POTENTIAL VOTING. FORM 990, PART VI, SECTION B, LINE 15 UNITED WAY HIRES AN OUTSIDE CONSULTANT TO PERFORM A COMPENSATION AUDIT EVERY TWO YEARS. THE CONSULTANT PERFORMS THE FOLLOWING RESEARCH IN TERMS OF THE CEO'S SALARY: IN REVIEWING THE CEO'S SALARY WE WILL BE COMPARING THE CEO POSITION OF THE UNITED WAY OF GREATER ATLANTA WITH COMPARABLE POSITIONS AT OTHER NON-PROFIT ENTITIES. IN CONDUCTING THIS ANALYSIS, CONSIDERATIONS ARE MADE TO DETERMINE APPROPRIATE EXTERNAL COMPARISONS BASED ON DUTIES, RESPONSIBILITIES, AND FUNCTIONS OF THE POSITION ALONG WITH GEOGRAPHIC CONSIDERATIONS AS MAY BE APPROPRIATE. THE SOURCES USED WILL BE ESTABLISHED AND RESPECTED COMPENSATION SURVEYS COMPILED FROM PARTICIPATING NON-PROFIT ENTITIES OF SIMILAR SIZE AND COMPLEXITY. IN DETERMINING COMPARABLE ENTITIES BOTH THE MISSION, OPERATING BUDGET, REVENUE/CONTRIBUTIONS GENERATED, AND EMPLOYEE COUNTS OF THE ORGANIZATION ARE TAKEN INTO CONSIDERATION. AS A SECOND POINT OF COMPARISON, WE WILL CONDUCT AN IRS FORM 990 ANALYSIS. NON-PROFIT ENTITIES OF SIMILAR MISSION AND REVENUE SIZE WILL BE INCLUDED IN THE ANALYSIS. THESE TWO COMPARISON APPROACHES ARE USED IN MAKING THE FINAL OVERALL DETERMINATION FOR THE CEO POSITION. OTHER EMPLOYEES' COMPENSATION IS ALSO BENCHMARKED BASED ON THE COMPENSATION AUDIT PERFORMED EVERY TWO YEARS. OTHER EMPLOYEES' COMPENSATION IS COMPARED TO OTHER NON-PROFITS AND FOR PROFIT COMPANIES THROUGH AN INDEPENDENT COMPENSATION STUDY. IN CONDUCTING THIS ANALYSIS, CONSIDERATIONS ARE MADE TO DETERMINE APPROPRIATE EXTERNAL COMPARISONS BASED ON DUTIES, RESPONSIBILITIES, AND FUNCTIONS OF EACH POSITION. FORM 990, PART VI, SECTION C, LINE 19 UNITED WAY OF GREATER ATLANTA MAKES ITS ANNUAL AUDITED FINANCIAL STATEMENTS, ANNUAL REPORT AND FORM 990 AVAILABLE TO THE PUBLIC THROUGH THE EXTERNAL WEBSITE: WWW.UNITEDWAYATLANTA.ORG. THE ORGANIZATION'S BY-LAWS, CHARTER, AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC WHEN REQUESTED. FORM 990, PART XI, LINE 9: CHANGE IN LIABILITY FOR PENSION BENEFIT 326,191. 247 GATEWAY CENTER 275 PRYOR STREET SW ATLANTA GA 30303 261193832 SHELTER AND SUPPORT FOR HOMELESS INDIVIDUALS AND FAMILIES GA 501(C)(3) LINE 12A, I UNITED WAY OF GREATER ATLANTA 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 247 GATEWAY CENTER B 440000 EXPENSE INCURRED