2025-09-10T14:36:43-04:00 2024-12-31 582283307 ROBERT BAKER & ASSOCIATES 2200 WATERGATE COURT ALBANY GA 31707 990 2024-01-01 581925396 UNITED WAY OF FORSYTH COUNTY INC UNIT 7707814110 PO BOX 1350 CUMMING GA 300281350 ALLISON MAYFIELD PRESIDENT/CEO 7707814110 2025-09-08 true CAMERON TOMPKINS P01925922 2294359500 2025-09-08 2024 2025-03-06 01:10:19Z BETH READY 101 E COURTHOUSE SQUARE SUITE 2076 CUMMING GA 30040 2384469 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. 23 23 10 1079 0 1159262 2192553 0 45772 83494 -10502 41035 1194532 2317082 730554 427446 0 288793 345166 0 86485 350534 437789 1369881 1210401 -175349 1106681 2703519 3763663 168514 108955 2535005 3654708 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 909290 427446 ORGANIZATIONAL HIGHLIGHTS FINANCIALLY, UWFC FINISHED AT 83% OF ITS INCOME BUDGET, 93.5% OF ITS PROGRAM EXPENSE BUDGET AND 99.4% 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-SIX PERCENT OF OUR PLEDGES COME FROM EMPLOYEES OF CORPORATIONS AND CORPORATE GIFTS. THE OTHER 24% 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 2024, UNITED WAY OF FORSYTH COUNTY INVESTED 825,026 IN APPROXIMATELY 50 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: HEALTH (49%) EDUCATION (35%) FINANCIAL STABILITY/BASIC NEEDS/ECONOMIC MOBILITY (16%) OVER 2,000 ENGLISH HELPLISTS AND 1,500 SPANISH HELPLISTS WERE DISTRIBUTED THROUGHOUT THE COMMUNITY IN 2024. 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 4,300 ITEMS WERE DONATED FROM LOCAL BUSINESSES, CIVIC ORGANIZATIONS, AND INDIVIDUALS TO BENEFIT STUDENTS AND CLASSROOMS DURING THE 2024-25 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 2024, UNITED WAY PAID OUT 36,731 TO THIS PROGRAM WHICH EQUATES TO APPROXIMATELY 615 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 2024, APPROXIMATELY 1,500 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 2024, 576 TAX RETURNS WERE PREPARED. TAXPAYERS RECEIVED FEDERAL REFUNDS TOTALING 489,566, STATE REFUNDS TOTALING 135,373, AND SAVED APPROXIMATELY 157,000 IN FILING FEES. A TOTAL OF 19 AARP VOLUNTEERS DELIVERED THE PROGRAM WITH 5-10 VOLUNTEERS ON SITE DURING 28 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 2024, UNITED WAY FUNDED 52,570 TO CREDIT RECOVERY PROGRAMS WHICH SERVED APPROXIMATELY 16,000 STUDENTS. SINCE 2008, UNITED WAY HAS FUNDED 941,196 TO CREDIT RECOVERY PROGRAMS. ADDITIONALLY, THE GRADUATION RATE IN FORSYTH COUNTY HAS INCREASED FROM 85.8% IN 2008 TO 96.2% IN 2024. THIS IS AN INCREASE OF OVER 10%. UNITED?FOR?ALICE IS A DRIVER OF INNOVATION, RESEARCH, AND ACTION TO IMPROVE LIFE ACROSS THE COUNTRY FOR ALICE (ASSET LIMITED, INCOME CONSTRAINED, EMPLOYED) AND FOR ALL. THROUGH THE DEVELOPMENT OF THE ALICE MEASUREMENTS, A COMPREHENSIVE, UNBIASED PICTURE OF FINANCIAL HARDSHIP HAS EMERGED. HARNESSING THIS DATA AND RESEARCH ON THE MISMATCH BETWEEN LOW-PAYING JOBS AND THE COST OF SURVIVAL, ALICE PARTNERS CONVENE, ADVOCATE, AND COLLABORATE ON SOLUTIONS THAT PROMOTE FINANCIAL STABILITY AT LOCAL, STATE, AND NATIONAL LEVELS. TO VIEW ALICE DATA IN GEORGIA VISIT: WWW.UNITEDFORALICE.ORG/COUNTY-REPORTS/GEORGIA 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 33,991 INDIVIDUALS, 242,419 "ACTS OF KINDNESS" (ASSISTANCE) AND 11,659,678 IN FINANCIAL ASSISTANCE HAS BEEN LOGGED. IN 2024 ALONE, 2,733 HOUSEHOLDS REPRESENTING 9,004 INDIVIDUALS WERE SERVED THROUGH 4,625 ACTS OF KINDNESS AND 596,786 IN FINANCIAL ASSISTANCE WAS PROVIDED. THERE ARE CURRENTLY 44 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 2024, WOMEN UNITED FOR FORSYTH COUNTY HOSTED TWO 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 2024 WOMEN UNITED ONLINE AUCTION, HELD THE FROM NOVEMBER 4TH TO NOVEMBER 14TH, RAISED 3,020. THROUGH UNITED WAY'S 23RD ANNUAL DAY OF CARING, 140,000 OATMEAL AND RICE & VEGETABLE SOUP MEALS WERE PACKAGED; 2,000 FAMILY SNACK PACKS WERE PACKAGED; AND 1,000 SCHOOL SUPPLY KITS WERE ASSEMBLED BY APPROXIMATELY 650 VOLUNTEERS AT THE FORSYTH CONFERENCE CENTER. MEALS PACKAGED THROUGH THE EVENT WERE DISTRIBUTED TO 5 LOCAL FOOD PANTRIES/PROGRAMS TO GIVE TO CLIENTS THROUGH THEIR FOOD DISTRIBUTION PROGRAMS. RESOURCE DEVELOPMENT/COMMUNITY IMAGE HIGHLIGHTS 2024 CAMPAIGN RESULTS (RAISED IN FALL OF 2023 AND DISTRIBUTED IN 2024)- 1,056,427 WAS PLEDGED. THE DAWSON COUNTY CAMPAIGN ALONE RAISED 75,971 IN PLEDGES. PUBLIX SUPER MARKETS WAS THE LARGEST CAMPAIGN, FOLLOWED BY FORSYTH COUNTY SCHOOLS, UNITED WAY GOLF TOURNAMENT, SYENSQO, AND NORTHSIDE HOSPITAL. UNITED WAY HOSTED THE 7TH ANNUAL UNITED WAY INVITATIONAL GOLF TOURNAMENT AT HAWKS RIDGE GOLF CLUB. APPROXIMATELY 118 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 2024, APPROXIMATELY 4,200 PEOPLE HAVE WALKED THROUGH THE UNITED WAY OFFICE TO ATTEND LOCAL NONPROFIT MEETINGS AND EVENTS HELD BY 32 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 2025. OUR MISSION: TO IMPROVE LIVES IN OUR COMMUNITY BY MOBILIZING THE CARING POWER AND SPIRIT OF OUR CITIZENS. OUR VISION: TO BE A COMMUNITY WHERE ALL PEOPLE HAVE THE OPPORTUNITY TO ENGAGE, THRIVE AND ACHIEVE A BETTER QUALITY OF 909290 true true false false false false false false false false true false false true false false true false false false false false false false true false false true false false false false false false false false false false true false false false false false false false false true 3 3 true 10 true false false false false false true true false false false false false false false false X 23 23 false false false false false false false true true false false true true true true true true true true false GA X X ALLISON MAYFIELD 7707814110 PO BOX 1350 CUMMING GA 30028 X BLAKE BOLING TREASURER 1.00 X X 0 0 0 ALLEN BOWNS DIRECTOR 1.00 X 0 0 0 MICHAEL CALLAHAN VP COMMUNITY 1.00 X X 0 0 0 VEDIKA DATTA DIRECTOR 1.00 X 0 0 0 ANN DECHERD DIRECTOR 1.00 X 0 0 0 RYAN HAMMONDS DIRECTOR 1.00 X 0 0 0 CINDY JOHNSON VP COMMUNITY 1.00 X X 0 0 0 CHERYL KEARNEY DIRECTOR 1.00 X 0 0 0 DONNIE KEHRLI DIRECTOR 1.00 X 0 0 0 JOSH LOWE DIRECTOR 1.00 X 0 0 0 DAVID MANCUSO DIRECTOR 1.00 X 0 0 0 RANDY O'DELL DIRECTOR 1.00 X 0 0 0 LESLIE PRICE-BENNETT DIRECTOR 1.00 X 0 0 0 ELESHA PRINCE DIRECTOR 1.00 X 0 0 0 BETH READY PRESIDENT 1.00 X X 0 0 0 OZZIE RODRIGUEZ DIRECTOR 1.00 X 0 0 0 HANNAH SAMPLES DIRECTOR 1.00 X 0 0 0 JANNA SHACKLETT DIRECTOR 1.00 X 0 0 0 MERI-LEIGH SMITH SECRETARY 1.00 X X 0 0 0 NEIL SOUZA DIRECTOR 1.00 X 0 0 0 LAURA STEWART DIRECTOR 1.00 X 0 0 0 JOLANDA WILKERSON DIRECTOR 1.00 X 0 0 0 false false false 777900 15921 1240000 158732 1240000 2192553 83494 83494 104625 15921 67387 37238 37238 MISCELLANEOUS REVENUE 3797 3797 3797 2317082 124529 427446 427446 290165 151727 91170 47268 30668 16036 9636 4996 24333 12724 7645 3964 25625 25625 7479 7479 24047 24047 5707 5707 21770 11926 5291 4553 23826 13105 5718 5003 603 603 3456 1901 829 726 16888 8444 8444 13280 7304 3187 2789 OTHER PROGRAM SERVICES 259172 259172 UNITED WAY AFFILIATION 19560 19560 REPAIRS AND MAINTENACE 14452 7949 3468 3035 TAXES & LICENSE 1034 1034 890 890 1210401 909290 214626 86485 155548 254351 256975 1037569 950952 839656 274164 582380 565492 671047 752868 1240000 2703519 3763663 14761 8417 153753 100538 168514 108955 X 1607917 2847981 927088 806727 2535005 3654708 2703519 3763663 1106681 13022 X false true X true false X 1554396 1505498 1396469 1159262 2192553 7808178 1554396 1505498 1396469 1159262 2192553 7808178 703362 7104816 20007 4491 23327 37988 83494 169307 17507 29845 47352 42000 10219 5268 56 32682 90225 8115062 0.87550 0.89740 X PART II, LINE 10 57,543 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 130000 130000 643090 209088 434002 65076 65076 1490 1490 565492 ASSETS HELD FOR RESALE 1240000 1240000 2317082 2317082 2317082 1210401 1210401 1210401 GOLF INVITATION 75740 75740 44895 DAY OF CARING 35731 10126 25605 10841 1 9075 5795 3280 11651 120546 15921 104625 67387 67387 37238 true GEORGIA HIGHLANDS MEDICAL SERVICES PO BOX 307 CUMMING GA 30028 581338038 123000 CASH ANNUAL FUND CASA OF FORSYTH COUNTY INC 3250 KEITH BRIDGE ROAD CUMMING GA 30041 200481980 21620 CASH ANNUAL FUND CHILDREN'S CENTER FOR HOPE & HEALIN PO BOX 907401 GAINESVILLE GA 30501 581718580 53400 CASH ANNUAL FUND MENTOR ME NORTH GEORGIA PO BOX 2053 CUMMING GA 30028 262202642 27500 CASH ANNUAL FUND BALD RIDGE LODGE 775 LANIER 400 PARKWAY CUMMING GA 30040 203690682 27238 CASH ANNUAL FUND BOY SCOUTS PO BOX 399 JEFFERSON GA 30549 221576300 36350 CASH ANNUAL FUND JESSE'S HOUSE PO BOX 3318 CUMMING GA 30028 582516541 9558 CASH ANNUAL FUND AMERICAN RED CROSS PO BOX 3370 GAINESVILLE GA 30503 530196605 11945 CASH ANNUAL FUND DAWSON COUNTY FAMILY CONNECTION 45 MEDICAL CTR DAWSONVILLE GA 30534 582343982 5535 CASH ANNUAL FUND GOOD SHEPHERD CLINIC OF DAWSON INC 45 MEDICAL CTR DAWSONVILLE GA 30534 270245804 24000 CASH ANNUAL FUND RAPE RESPONSE INC PO BOX 2883 GAINESVILLE GA 30503 581788134 42080 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 10290 CASH ANNUAL FUND NO ONE ALONE PO BOX 685 DAHLONEGA GA 30533 581960833 7000 CASH ANNUAL FUND OTHER - LESS THAN 5000 11275 CASH ANNUAL FUND 15 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. X 1 1240000 APPRAISAL false false false 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 83% OF ITS INCOME BUDGET, 93.5% OF ITS PROGRAM EXPENSE BUDGET AND 99.4% 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-SIX PERCENT OF OUR PLEDGES COME FROM EMPLOYEES OF CORPORATIONS AND CORPORATE GIFTS. THE OTHER 24% 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 2024, UNITED WAY OF FORSYTH COUNTY INVESTED 825,026 IN APPROXIMATELY 50 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: HEALTH (49%) EDUCATION (35%) FINANCIAL STABILITY/BASIC NEEDS/ECONOMIC MOBILITY (16%) OVER 2,000 ENGLISH HELPLISTS AND 1,500 SPANISH HELPLISTS WERE DISTRIBUTED THROUGHOUT THE COMMUNITY IN 2024. 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 4,300 ITEMS WERE DONATED FROM LOCAL BUSINESSES, CIVIC ORGANIZATIONS, AND INDIVIDUALS TO BENEFIT STUDENTS AND CLASSROOMS DURING THE 2024-25 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 2024, UNITED WAY PAID OUT 36,731 TO THIS PROGRAM WHICH EQUATES TO APPROXIMATELY 615 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 2024, APPROXIMATELY 1,500 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 2024, 576 TAX RETURNS WERE PREPARED. TAXPAYERS RECEIVED FEDERAL REFUNDS TOTALING 489,566, STATE REFUNDS TOTALING 135,373, AND SAVED APPROXIMATELY 157,000 IN FILING FEES. A TOTAL OF 19 AARP VOLUNTEERS DELIVERED THE PROGRAM WITH 5-10 VOLUNTEERS ON SITE DURING 28 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 2024, UNITED WAY FUNDED 52,570 TO CREDIT RECOVERY PROGRAMS WHICH SERVED APPROXIMATELY 16,000 STUDENTS. SINCE 2008, UNITED WAY HAS FUNDED 941,196 TO CREDIT RECOVERY PROGRAMS. ADDITIONALLY, THE GRADUATION RATE IN FORSYTH COUNTY HAS INCREASED FROM 85.8% IN 2008 TO 96.2% IN 2024. THIS IS AN INCREASE OF OVER 10%. UNITED?FOR?ALICE IS A DRIVER OF INNOVATION, RESEARCH, AND ACTION TO IMPROVE LIFE ACROSS THE COUNTRY FOR ALICE (ASSET LIMITED, INCOME CONSTRAINED, EMPLOYED) AND FOR ALL. THROUGH THE DEVELOPMENT OF THE ALICE MEASUREMENTS, A COMPREHENSIVE, UNBIASED PICTURE OF FINANCIAL HARDSHIP HAS EMERGED. HARNESSING THIS DATA AND RESEARCH ON THE MISMATCH BETWEEN LOW-PAYING JOBS AND THE COST OF SURVIVAL, ALICE PARTNERS CONVENE, ADVOCATE, AND COLLABORATE ON SOLUTIONS THAT PROMOTE FINANCIAL STABILITY AT LOCAL, STATE, AND NATIONAL LEVELS. TO VIEW ALICE DATA IN GEORGIA VISIT: WWW.UNITEDFORALICE.ORG/COUNTY-REPORTS/GEORGIA 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 33,991 INDIVIDUALS, 242,419 "ACTS OF KINDNESS" (ASSISTANCE) AND 11,659,678 IN FINANCIAL ASSISTANCE HAS BEEN LOGGED. IN 2024 ALONE, 2,733 HOUSEHOLDS REPRESENTING 9,004 INDIVIDUALS WERE SERVED THROUGH 4,625 ACTS OF KINDNESS AND 596,786 IN FINANCIAL ASSISTANCE WAS PROVIDED. THERE ARE CURRENTLY 44 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 2024, WOMEN UNITED FOR FORSYTH COUNTY HOSTED TWO 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 2024 WOMEN UNITED ONLINE AUCTION, HELD THE FROM NOVEMBER 4TH TO NOVEMBER 14TH, RAISED 3,020. THROUGH UNITED WAY'S 23RD ANNUAL DAY OF CARING, 140,000 OATMEAL AND RICE & VEGETABLE SOUP MEALS WERE PACKAGED; 2,000 FAMILY SNACK PACKS WERE PACKAGED; AND 1,000 SCHOOL SUPPLY KITS WERE ASSEMBLED BY APPROXIMATELY 650 VOLUNTEERS AT THE FORSYTH CONFERENCE CENTER. MEALS PACKAGED THROUGH THE EVENT WERE DISTRIBUTED TO 5 LOCAL FOOD PANTRIES/PROGRAMS TO GIVE TO CLIENTS THROUGH THEIR FOOD DISTRIBUTION PROGRAMS. RESOURCE DEVELOPMENT/COMMUNITY IMAGE HIGHLIGHTS 2024 CAMPAIGN RESULTS (RAISED IN FALL OF 2023 AND DISTRIBUTED IN 2024)- 1,056,427 WAS PLEDGED. THE DAWSON COUNTY CAMPAIGN ALONE RAISED 75,971 IN PLEDGES. PUBLIX SUPER MARKETS WAS THE LARGEST CAMPAIGN, FOLLOWED BY FORSYTH COUNTY SCHOOLS, UNITED WAY GOLF TOURNAMENT, SYENSQO, AND NORTHSIDE HOSPITAL. UNITED WAY HOSTED THE 7TH ANNUAL UNITED WAY INVITATIONAL GOLF TOURNAMENT AT HAWKS RIDGE GOLF CLUB. APPROXIMATELY 118 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 2024, APPROXIMATELY 4,200 PEOPLE HAVE WALKED THROUGH THE UNITED WAY OFFICE TO ATTEND LOCAL NONPROFIT MEETINGS AND EVENTS HELD BY 32 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 2025. OUR MISSION: TO IMPROVE LIVES IN OUR COMMUNITY BY MOBILIZING THE CARING POWER AND SPIRIT OF OUR CITIZENS. OUR VISION: TO BE A COMMUNITY WHERE ALL PEOPLE HAVE THE OPPORTUNITY TO ENGAGE, THRIVE AND ACHIEVE A BETTER QUALITY OF 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.