Civic Intelligence

The United Way of Lawrence County

990 • Fiscal year 2013 • EIN 63-0942852

Jan 01, 2013 to Dec 31, 2013 • Filed on Feb 17, 2014

PO Box 16635650

(256) 974-5955

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

64th percentile

0.02x

Higher debt load relative to assets than 64% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

67th percentile

0.02x

Higher debt load relative to revenue than 67% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Net Margin

19th percentile

-16%

Higher net margin than 19% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Top Officer Pay

83rd percentile

$22,279

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 23.3% of source-year revenue.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Asset Growth

24th percentile

-15%

Faster asset growth than 24% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

29th percentile

-12%

Faster revenue growth than 29% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2011 to 2013

Assets

Down

$86,485

Down $14,983 (-15%) from 2012

Net Assets

Down

$85,003

Down $14,983 (-15%) from 2012

Liabilities

Flat

$1,482

Flat from 2012

Revenue

$95,629

No earlier filing loaded for comparison.

Expenses

Down

$110,612

Down $96,924 (-47%) from 2012

Net Income

-$14,983

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$150K$100K$50K$0Assets 2010: $100,550Liabilities 2010: $1,594Net Assets 2010: $98,9562010Assets 2011: $102,830Liabilities 2011: $1,482Net Assets 2011: $101,3482011Assets 2012: $101,468Liabilities 2012: $1,482Net Assets 2012: $99,9862012Assets 2013: $86,485Liabilities 2013: $1,482Net Assets 2013: $85,0032013Assets 2014: $125,301Liabilities 2014: $1,482Net Assets 2014: $123,8192014Assets 2015: $126,449Liabilities 2015: $1,482Net Assets 2015: $124,9672015Assets 2016: $120,723Liabilities 2016: $1,019Net Assets 2016: $119,7042016Assets 2017: $115,460Liabilities 2017: $1,103Net Assets 2017: $114,3572017Assets 2018: $100,764Liabilities 2018: $1,103Net Assets 2018: $99,6612018Assets 2019: $88,799Liabilities 2019: $1,104Net Assets 2019: $87,6952019Assets 2020: $64,125Liabilities 2020: $1,104Net Assets 2020: $63,0212020Assets 2021: $43,629Liabilities 2021: $1,104Net Assets 2021: $42,5252021Assets 2022: $32,410Liabilities 2022: $1,104Net Assets 2022: $31,3062022Assets 2023: $17,491Liabilities 2023: $1,104Net Assets 2023: $16,3872023

Highlighted filing

2013

Assets$86,485
Liabilities$1,482
Net Assets$85,003

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300K$200K$100K$0-$100KExpenses 2010: $97,9892010Revenue 2011: $124,774Expenses 2011: $122,382Net Income 2011: $2,3922011Expenses 2012: $207,5362012Revenue 2013: $95,629Expenses 2013: $110,612Net Income 2013: -$14,9832013Revenue 2014: $95,303Expenses 2014: $56,487Net Income 2014: $38,8162014Revenue 2015: $54,107Expenses 2015: $52,959Net Income 2015: $1,1482015Revenue 2016: $51,350Expenses 2016: $56,613Net Income 2016: -$5,2632016Revenue 2017: $50,633Expenses 2017: $55,980Net Income 2017: -$5,3472017Revenue 2018: $41,526Expenses 2018: $56,222Net Income 2018: -$14,6962018Revenue 2019: $44,907Expenses 2019: $56,873Net Income 2019: -$11,9662019Revenue 2020: $32,556Expenses 2020: $57,230Net Income 2020: -$24,6742020Revenue 2021: $28,593Expenses 2021: $49,089Net Income 2021: -$20,4962021Revenue 2022: $27,553Expenses 2022: $38,772Net Income 2022: -$11,2192022Revenue 2023: $19,932Expenses 2023: $34,850Net Income 2023: -$14,9182023

Highlighted filing

2013

Revenue$95,629
Expenses$110,612
Net Income-$14,983
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Feb 17, 2014
Return Version
2013v3.1
Gross Receipts
$96,844
Mission and Program Overview

Mission

To fund various other nonprofit organizations principally within lawrence county, alabama.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$100,893$86,053▼ $14,840
Land, Buildings, and Equipment, Net$575$432▼ $143
Total Assets$101,468$86,485▼ $14,983
Liabilities
Accounts Payable and Accrued Expenses$1,482$1,482→ $0
Total Liabilities$1,482$1,482→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$99,986$85,003▼ $14,983
Total Net Assets Fund Balance$99,986$85,003▼ $14,983
Total Liabilities and Net Assets / Fund Balance$101,468$86,485▼ $14,983

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$432$4,565-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Kathy ThrasherExecutive DirectorPT$22,279$22,279

Board Members and Trustees

NameTitle
Loretta GillespiePresident
Peggy SimsVice President
Annette LoganBoard Member
Danna NamieBoard Member
Greg DuttonBoard Member
Joanne WeatherwaxBoard Member
Joyce JeffreysBoard Member
Judy HenryBoard Member
Max SandersBoard Member
Tammy RobertsBoard Member
Tommie HollingsworthBoard Member
Keely StallingsSecretary
Hillman LocklayerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$96,650
Program Service Revenue
$0
Investment Income
$194
Other Revenue
$-1,215
All Other Contributions
$94,891
Change in Net Assets
$-14,983

Audited Revenue Reconciliation

Revenue per Audited Statements
$95,629
Revenue Not Reported on Form 990
$1,215
Total Revenue per Audited Statements
$96,844
Total Revenue per Form 990
$95,629
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$76,156
Salaries, Compensation, and Employee Benefits$23,983
Other Expenses$10,473
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$76,156--$76,156
Current Officers, Directors, Trustees, and Key Employees$0$22,279$0$22,279
Occupancy$0$4,006$0$4,006
Fees for Services Accounting$0$3,038$0$3,038
Payroll Taxes$0$1,704$0$1,704
Office Expenses$0$1,009$0$1,009
Payments to Affiliates$0$742$0$742
Payment Travel Entrtnmnt Publicly Ofcl$0$256$0$256
Advertising$0$250$0$250
Depreciation Depletion$0$143$0$143
Other Expenses$0$5$0$5
Total Functional Expenses$76,156$34,456$0$110,612

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$111,827
Expenses per Audited Statements$110,612
Total Expenses per Form 990$110,612
Expenses Not Reported on Form 990$1,215
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
63-0932986-501(c)3Community Needs$15,400
63-0520720-GovernmentalCommunity Needs$13,200
63-0389942--Community Needs$11,000
53-0196605-501(c)3Community Needs$8,580
63-0909345-501(c)3Community Needs$6,600
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$1,215
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

EIN
63-0942852
Phone
2569745955

Signing Officer

Name
Loretta Gillespie
Title
President
Phone
2569745955
Signed
2014-02-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Loretta Gillespie
Formed
1986
Legal Domicile
Al
Voting Board Members
14
Independent Board Members
14
Employees
1
Volunteers
20

Preparer

Preparer
Teri G Littrell
Phone
2569749617
Supplemental Narrative

Additional Explanations

Pt VI, Line 19

Documents are available for inspection upon request.

Pt VI, Line 11B

Form 990 is reviewed by the board members before filing.

Pt VI, Line 12C

The board reviews the conflict of interest policy.

Form 990EZ, Part I, Line 16

Mileage fidelity bond dues to affiliates telephone equipment maintenance supplies adversting & promotion

Form 990EZ, Part II, Line 26

Accounts payable & accrued expenses

Financial Statement Notes

Pt XI Line 2D

Fundraising expenses netted against income

Pt XII Line 2D

Fundraising expenses netted against income

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/PYGrantsAndSimilarPaidAmt0172137
IRS990/PYInvestmentIncomeAmt0393
IRS990/PymtTravelEntrtnmntPubOfclGrp/FundraisingAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/ManagementAndGeneralAmt0256
IRS990/PymtTravelEntrtnmntPubOfclGrp/ProgramServicesAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt0256
IRS990/PYOtherExpensesAmt011416
IRS990/PYOtherRevenueAmt0-864
IRS990/PYRevenuesLessExpensesAmt0-1362
IRS990/PYSalariesCompEmpBnftPaidAmt023983
IRS990/PYTotalExpensesAmt0207536
IRS990/PYTotalRevenueAmt0206174
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-14983
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt096650
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0100893
IRS990/SavingsAndTempCashInvstGrp/EOYAmt086053
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt096650
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0206645
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0125200
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt099901
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0102481
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0630877
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0194
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0393
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0620
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0729
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01049
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt02985
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99530
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct00.99430
IRS990ScheduleA/PublicSupportTotal170Amt0630877
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt096650
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0206645
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0125200
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt099901
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0102481
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0630877
IRS990ScheduleA/TotalSupportAmt0633862
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt0432
IRS990ScheduleD/EquipmentGrp/DepreciationAmt04565
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt04997
IRS990ScheduleD/ExpensesNotReportedAmt01215
IRS990ScheduleD/ExpensesSubtotalAmt0110612
IRS990ScheduleD/OtherExpensesIncludedAmt01215
IRS990ScheduleD/OtherRevenueAmt01215
IRS990ScheduleD/RevenueNotReportedAmt01215
IRS990ScheduleD/RevenueSubtotalAmt095629
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0FUNDRAISING EXPENSES NETTED AGAINST INCOME
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1FUNDRAISING EXPENSES NETTED AGAINST INCOME
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt XI Line 2d
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt XII Line 2d
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0432
IRS990ScheduleD/TotalExpensesPerForm990Amt0110612
IRS990ScheduleD/TotalRevenuePerForm990Amt095629
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt096844
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0111827
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt08580
IRS990ScheduleI/RecipientTable/CashGrantAmt115400
IRS990ScheduleI/RecipientTable/CashGrantAmt213200
IRS990ScheduleI/RecipientTable/CashGrantAmt36600
IRS990ScheduleI/RecipientTable/CashGrantAmt411000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)3
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(c)3
IRS990ScheduleI/RecipientTable/IRCSectionDesc2GOVERNMENTAL
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501(c)3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0COMMUNITY NEEDS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1COMMUNITY NEEDS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2COMMUNITY NEEDS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3COMMUNITY NEEDS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4COMMUNITY NEEDS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine10AMERICAN RED CROSS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine11LAWRENCE COUNTY ASSOCIATION FOR RETARDED CITIZENS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine12FRIENDS OF THE LAWRENCE COUNTY PUBLIC LIBRARY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine13FOUNDATION FOR MENTAL HEALTH
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine14BOYS AND GIRLS CLUB OF HILLSBOR0
IRS990ScheduleI/RecipientTable/RecipientEIN0530196605
IRS990ScheduleI/RecipientTable/RecipientEIN1630932986
IRS990ScheduleI/RecipientTable/RecipientEIN2630520720
IRS990ScheduleI/RecipientTable/RecipientEIN3630909345
IRS990ScheduleI/RecipientTable/RecipientEIN4630389942
IRS990ScheduleI/RecipientTable/USAddress/AddressLine10PO BOX 297
IRS990ScheduleI/RecipientTable/USAddress/AddressLine11PO BOX 486
IRS990ScheduleI/RecipientTable/USAddress/AddressLine12401 COLLEGE STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine13316 SOMERVILLE ROAD SE STE 1
IRS990ScheduleI/RecipientTable/USAddress/AddressLine14PO BOX 1431
IRS990ScheduleI/RecipientTable/USAddress/City0DECATUR
IRS990ScheduleI/RecipientTable/USAddress/City1MOULTON
IRS990ScheduleI/RecipientTable/USAddress/City2MOULTON
IRS990ScheduleI/RecipientTable/USAddress/City3DECATUR
IRS990ScheduleI/RecipientTable/USAddress/City4DECATUR
IRS990ScheduleI/RecipientTable/USAddress/State0AL
IRS990ScheduleI/RecipientTable/USAddress/State1AL
IRS990ScheduleI/RecipientTable/USAddress/State2AL
IRS990ScheduleI/RecipientTable/USAddress/State3AL
IRS990ScheduleI/RecipientTable/USAddress/State4AL
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode035602
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode135650
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode235650
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode335601
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode435602
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0LOCAL ORGANIZATIONS ARE ASKED TO PRESENT A REQUEST FOR ASSISTANCE EACH YEAR.
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt1THE BOARD MEMBERS REVIEW THE NEEDS OF THE OTHER NONPROFIT ORGANIZATIONS AND
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt2VOTE ON THE AMOUNT OF FUNDING FOR EACH ONE. IF AN ORGANIZATION DOES NOT USE
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt3THE FUNDS AS DESCRIBED TO THE BOARD MEMBERS THEY WILL NOT RECEIVE FUNDING AGAIN.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt I Line 2
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt I Line 2
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt I Line 2
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt I Line 2

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.17$0.01$0.16$0.20$0.35$0.15
2022Detailed filing. Detailed filing data is available for this year.$0.32$0.01$0.31$0.28$0.39$0.11
2021Detailed filing. Detailed filing data is available for this year.$0.44$0.01$0.43$0.29$0.49$0.20
2020Detailed filing. Detailed filing data is available for this year.$0.64$0.01$0.63$0.33$0.57$0.25
2019Detailed filing. Detailed filing data is available for this year.$0.89$0.01$0.88$0.45$0.57$0.12
2018Detailed filing. Detailed filing data is available for this year.$1.01$0.01$1.00$0.42$0.56$0.15
2017Detailed filing. Detailed filing data is available for this year.$1.15$0.01$1.14$0.51$0.56$0.05
2016Detailed filing. Detailed filing data is available for this year.$1.21$0.01$1.20$0.51$0.57$0.05
2015Detailed filing. Detailed filing data is available for this year.$1.26$0.01$1.25$0.54$0.53$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.25$0.01$1.24$0.95$0.56$0.39
2013Detailed filing. Detailed filing data is available for this year.$0.86$0.01$0.85$0.96$1.11$0.15
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.01$0.01$1.00$2.08
2011Summary only. Only limited summary data is available for this year.$1.03$0.01$1.01$1.25$1.22$0.02
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.01$0.02$0.99$0.98