Civic Intelligence

Marshall County United Way Inc

EIN 63-1095898 • 501(c)3 • Guntersville, AL

Profile

Our mission is to improve lives by mobilizing people to care for one another in a voluntary, community-wide effort. This shall be done through expanding volunteerism, fundraising programs, as well as, planning, supporting, providing, and monitoring services sensitive to the current and emerging critical needs of the people of marshall county.

709 Blount AvenueGuntersville, AL 35976

www.uwaymcal.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

72nd percentile

0.15x

Higher debt load relative to assets than 72% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

77th percentile

0.19x

Higher debt load relative to revenue than 77% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2023

Net Margin

42nd percentile

0.8%

Higher net margin than 42% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

37th percentile

-1.2%

Faster asset growth than 37% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

46th percentile

4.4%

Faster revenue growth than 46% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Assets

Up

$1,004,691

Up $12,097 (+1.2%) from 2023

Liabilities

Up

$173,734

Up $24,352 (+16%) from 2023

Net Assets

Down

$830,957

Down $12,255 (-1.5%) from 2023

Revenue

Down

$760,509

Down $6,817 (-0.9%) from 2023

Expenses

Up

$772,764

Up $11,230 (+1.5%) from 2023

Net Income

Down

-$12,255

Down $18,047 (-312%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2011: $666,845Liabilities 2011: $97,437Net Assets 2011: $569,4082011Assets 2012: $704,998Liabilities 2012: $114,618Net Assets 2012: $590,3802012Assets 2013: $913,260Liabilities 2013: $110,289Net Assets 2013: $802,9712013Assets 2014: $929,262Liabilities 2014: $103,085Net Assets 2014: $826,1772014Assets 2015: $945,516Liabilities 2015: $135,094Net Assets 2015: $810,4222015Assets 2016: $1,042,242Liabilities 2016: $143,027Net Assets 2016: $899,2152016Assets 2017: $987,190Liabilities 2017: $117,896Net Assets 2017: $869,2942017Assets 2018: $970,603Liabilities 2018: $114,643Net Assets 2018: $855,9602018Assets 2019: $914,632Liabilities 2019: $88,610Net Assets 2019: $826,0222019Assets 2020: $1,003,513Liabilities 2020: $169,607Net Assets 2020: $833,9062020Assets 2021: $1,095,409Liabilities 2021: $229,892Net Assets 2021: $865,5172021Assets 2022: $1,004,304Liabilities 2022: $166,884Net Assets 2022: $837,4202022Assets 2023: $992,594Liabilities 2023: $149,382Net Assets 2023: $843,2122023Assets 2024: $1,004,691Liabilities 2024: $173,734Net Assets 2024: $830,9572024

Highlighted filing

2024

Assets$1,004,691
Liabilities$173,734
Net Assets$830,957

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KExpenses 2011: $670,8402011Expenses 2012: $669,9972012Revenue 2013: $903,733Expenses 2013: $691,142Net Income 2013: $212,5912013Revenue 2014: $718,975Expenses 2014: $695,769Net Income 2014: $23,2062014Revenue 2015: $696,176Expenses 2015: $711,931Net Income 2015: -$15,7552015Revenue 2016: $758,184Expenses 2016: $669,391Net Income 2016: $88,7932016Revenue 2017: $721,449Expenses 2017: $751,370Net Income 2017: -$29,9212017Revenue 2018: $725,705Expenses 2018: $739,039Net Income 2018: -$13,3342018Revenue 2019: $711,933Expenses 2019: $741,871Net Income 2019: -$29,9382019Revenue 2020: $804,696Expenses 2020: $796,812Net Income 2020: $7,8842020Revenue 2021: $737,064Expenses 2021: $705,453Net Income 2021: $31,6112021Revenue 2022: $735,031Expenses 2022: $763,128Net Income 2022: -$28,0972022Revenue 2023: $767,326Expenses 2023: $761,534Net Income 2023: $5,7922023Revenue 2024: $760,509Expenses 2024: $772,764Net Income 2024: -$12,2552024

Highlighted filing

2024

Revenue$760,509
Expenses$772,764
Net Income-$12,255

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.00$0.17$0.83$0.76$0.77$0.01
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.99$0.15$0.84$0.77$0.76$0.01
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.00$0.17$0.84$0.74$0.76$0.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.10$0.23$0.87$0.74$0.71$0.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.00$0.17$0.83$0.80$0.80$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.91$0.09$0.83$0.71$0.74$0.03
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.97$0.11$0.86$0.73$0.74$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.99$0.12$0.87$0.72$0.75$0.03
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.04$0.14$0.90$0.76$0.67$0.09
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.95$0.14$0.81$0.70$0.71$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.93$0.10$0.83$0.72$0.70$0.02
2013Detailed filing. Detailed filing data is available for this year.$0.91$0.11$0.80$0.90$0.69$0.21
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.70$0.11$0.59$0.67
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.67$0.10$0.57$0.67
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 8, 2023
Return Version
2022v5.0
Gross Receipts
$753,129
Mission and Program Overview

Mission

Our mission is to improve lives by mobilizing people to care for one another in a voluntary, community-wide effort. This shall be done through expanding volunteerism, fundraising programs, as well as, planning, supporting, providing, and monitoring services sensitive to the current and emerging critical needs of the people of marshall county.

To provide assistance to citizens through charitable organizations of marshall county.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$857,516$753,254▼ $104,262
Land, Buildings, and Equipment, Net$177,996$171,199▼ $6,797
Accounts Receivable$59,897$79,851▲ $19,954
Total Assets$1,095,409$1,004,304▼ $91,105
Liabilities
Deferred Revenue$216,467$156,548▼ $59,919
Other Liabilities$12,477$7,619▼ $4,858
Accounts Payable and Accrued Expenses$948$2,717▲ $1,769
Total Liabilities$229,892$166,884▼ $63,008
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$865,517$837,420▼ $28,097
Total Net Assets Fund Balance$865,517$837,420▼ $28,097
Total Liabilities and Net Assets / Fund Balance$1,095,409$1,004,304▼ $91,105

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$156,981$48,335$205,316
Equipment$8,213$30,777$38,990
Leasehold Improvements$6,005$5,460$11,465
Compensation and Service Providers

Board Members and Trustees

NameTitle
Janna BondsPresident
Bert BrayVice President
Andrea ElrodDirector
Brooke HemphillDirector
Clint MazeDirector
Jennifer AmosDirector
Jordan Glassco SmithDirector
Lauren Grady RayDirector
Matthew PankeyDirector
Melissa MckeeDirector
Miguel CoronaDirector
Sara WatkinsDirector
Vann ScottDirector
Johnna WilliamsSecretary
Donneeysa AdamsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$728,322
Program Service Revenue
$0
Investment Income
$1,416
Other Revenue
$5,293
All Other Contributions
$728,322
Change in Net Assets
$-28,097

Audited Revenue Reconciliation

Revenue per Audited Statements
$734,915
Revenue Not Reported on Financial Statements
$116
Revenue Not Reported on Form 990
$0
Other Revenue Adjustments
$116
Total Revenue per Audited Statements
$734,915
Total Revenue per Form 990
$735,031
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$485,000
Salaries, Compensation, and Employee Benefits$165,628
Other Expenses$112,500
Total Fundraising Expense$32,458
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$485,000--$485,000
Comp Disqual Persons$62,164$31,252$3,670$97,086
Current Officers, Directors, Trustees, and Key Employees$30,433$11,067$13,833$55,333
Payroll Taxes$7,124$3,509$1,452$12,085
Insurance$6,053$4,055$1,677$11,785
Depreciation Depletion$3,948$2,832$1,171$7,951
Fees for Services Accounting$3,687$2,645$1,094$7,426
All Other Expenses$3,712$2,244$929$6,885
Occupancy$4,808$1,410$584$6,802
Payments to Affiliates-$5,440-$5,440
Other Expenses$3,533$231$96$3,860
Conferences and Meetings$1,693$483$200$2,376
Pension Plan Contributions$558$400$166$1,124
Office Expenses$119$48$20$187
Total Functional Expenses$646,764$83,906$32,458$763,128

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$763,128
Total Expenses per Audited Statements$763,128
Total Expenses per Form 990$763,128
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Child Resource DevelopmentFt Payne, AL501(c)(3)Child Care Services$50,000
SHEPHERD'S COVE HOSPICEAlbertville, AL501(c)(3)Hospice Care and Counseling$43,000
Marshall County Homeless MinistriesGuntersville, AL501(c)(3)Provide Shelter for the Homeless$41,000
Domestic Violence Crisis ServicesAlbertville, AL501(c)(3)Support Services for Abused Women$40,000
Marshall Co Foster Parents AssociationBoaz, AL501(c)(3)Child Care Services$40,000
American Red CrossGuntersville, AL501(c)(3)Disaster Services, Assistance to Military Families$38,000
Child Advocacy CenterGuntersville, AL501(c)(3)Child Abuse Prevention$37,000
Care Assurance System for AgingGuntersville, AL501(c)(3)Assistance for Aging and Homebound$31,000
Dept of Mental Health - Marshall Co ArcGuntersville, AL501(c)(3)Habilitiation Training for Adults With Intellectual Disabilities$29,000
CajaAlbertville, AL501(c)(3)Court Advocacy for Children$23,000
Family Services of North AlabamaAlbertville, AL501(c)(3)Advocacy for Sexual Assault Victims$21,000
Marshall Co Home PlaceGuntersville, AL501(c)(3)Transitional Housing for the Homeless$19,000
Marshall Co Guardianship ProgramGuntersville, AL501(c)(3)Assist the Elderly$10,000
Marshall Co Meals on Wheels ProgramGuntersville, AL501(c)(3)Meals for the Needy$10,000
Boy Scouts of AmericaHuntsville, AL501(c)(3)Youth Development$9,000
Hospice of Marshall County FoundationAlbertville, AL501(c)(3)Grief Counseling, Bereavement Programs, and Camp for Children$9,000
Girl Scouts of North Central AlabamaBirmingham, AL501(c)(3)Youth Development$7,000
4 H ClubGuntersville, AL501(c)(3)Youth Development$6,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$23,275
Fundraising Direct Expenses$18,098
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Day of Caring$21,230$21,230$16,328$4,902
Camp/celebration$2,045$2,045$1,770$275
Total Events$23,275$23,275$18,098$5,177
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Fica Withholdings$2,620
Federal Withholdings$1,934
State Withholdings$1,775
Accrued Designations$1,290
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
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
Yes
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

Governance Explanations

Form 990, Part VI, Section A, Line 8B

Committees do not maintain minutes of meetings and have no authority to act on behalf of the governing body. All meetings and decisions reached by the committees are reported to the governing body and acted on by the governing body.

Form 990, Part VI, Section B, Line 11B

The independent auditor completes the form 990 and delivers a draft to management and the board of directors for approval. Upon acceptance, the return is finalized and submitted.

Form 990, Part VI, Section B, Line 12C

The policy is reviewed by the board on an annual basis and all members must sign a statement affirming adherance to the policy.

Form 990, Part VI, Section B, Line 15A

The executive directors salary was determined based on comparable pay within the area and statistical data provided by united way worldwide compiled from survey submissions from local united ways. Compensation for each employee and all levels of management is approved by the board of directors.

Form 990, Part VI, Section C, Line 19

Upon written request, the organization will arrange for the requested documents to be examined at the office of the united way or copies will be made and provided to the individual at their request.

Filing and Contact Details

Filer

Filer Name
United Way of Marshall County -
EIN
63-1095898
Phone
2565824700
Address
709 BLOUNT AVENUE, GUNTERSVILLE, AL 35976

Signing Officer

Name
Carrie Thomas
Title
Executive Director
Phone
2565824700
Signed
2023-05-08
Discuss with paid preparer
No

Organization Details

Principal Officer
Carrie Thomas
Formed
1993
Legal Domicile
Al
Voting Board Members
15
Independent Board Members
15
Employees
5
Volunteers
560

Preparer

Firm
Mda Professional Group Pc
Address
PO BOX 1188, ALBERTVILLE, AL 35950
Preparer
Joella Bogle CPA
Phone
2568785548
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

No change has occured from prior year.

Financial Statement Notes

PART X, LINE 2:

Asc 740-10 prescribes a recognition threshhold and measurement attribute for the financial statement recognition and measurement of a tax position taken or expected to be taken in a tax return. The standard also provides guidance on derecognition, classification, treatment of interest and penalties, and disclosure of such positions. Effective january 1, 2008, the organization adopted the provisions of asc 740-10 "accounting for uncertainty in income taxes" as required. As a result of implementing asc 740-10, there has been no adjustment to the organizations's financial statements for the period ended december 31, 2022 and 2021.

PART XI, LINE 4B - OTHER ADJUSTMENTS:

Donor designated revenues

PART XII, LINE 4B - OTHER ADJUSTMENTS:

Donor designated expenses

Schedule D Part XI Line 4B and Part XII Line 4B

Donor designated revenue and expenses represent revenue collected by the agency & remitted to other agencies as designated by donor

Raw XML AppendixShowing 400 of 712 raw XML fields

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

Path#Value
IRS990/AccountantCompileOrReviewInd00
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IRS990/AccountsReceivableGrp/BOYAmt059897
IRS990/AccountsReceivableGrp/EOYAmt079851
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE ASSISTANCE TO CITIZENS THROUGH CHARITABLE ORGANIZATIONS OF MARSHALL COUNTY.
IRS990/AllOtherContributionsAmt0728322
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IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt02244
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IRS990/AllOtherExpensesGrp/TotalAmt06885
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IRS990/BooksInCareOfDetail/PhoneNum02565824700
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IRS990/DepreciationDepletionGrp/TotalAmt07951
IRS990/Desc0UNITED WAY OF MARSHALL COUNTY UTILIZES A VOLUNTEER-DRIVEN PROCESS TO INVEST RESOURCES IN INITIATIVES AND PROGRAMS WHICH MAKE A DIFFERENCE IN HUNDREDS OF WAYS AND THOUSANDS OF LIVES THROUGHOUT THIS COUNTY. BY TAPPING THE COMMUNITY'S EXPERTISE AND RESOURCES, WE EFFICIENTLY AND EFFECTIVELY REACH PEOPLE IN IMMEDIATE NEED AND SOLVE PROBLEMS FOR THE LONG TERM. WE TARGET ISSUES AT THE HEART OF A HEALTHY COMMUNITY. OUR EFFORTS FOCUSED ON STRENGTHENING FAMILIES AND COMMUNITY; HELPING KIDS SUCCEED; PROMOTING INDEPENDENCE AND HEALTH AND MEETING BASIC NEEDS, WHICH INCLUDE EDUCATION, INCOME AND HEALTH. UNITED WAY SUPPORTS 20 PROGRAMS AT PARTNER AGENCIES IN MARSHALL COUNTY BY ALLOCATING FUNDS TO VARIOUS PROGRAMS AND AGENCIES THAT MEET CRITICAL NEEDS.
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IRS990/Form990PartVIISectionAGrp/PersonNm0BERT BRAY
IRS990/Form990PartVIISectionAGrp/PersonNm1JANNA BONDS
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IRS990/Form990PartVIISectionAGrp/PersonNm4MIGUEL CORONA
IRS990/Form990PartVIISectionAGrp/PersonNm5CLINT MAZE
IRS990/Form990PartVIISectionAGrp/PersonNm6ANDREA ELROD
IRS990/Form990PartVIISectionAGrp/PersonNm7MATTHEW PANKEY
IRS990/Form990PartVIISectionAGrp/PersonNm8DONNEEYSA ADAMS
IRS990/Form990PartVIISectionAGrp/PersonNm9JORDAN GLASSCO SMITH
IRS990/Form990PartVIISectionAGrp/PersonNm10JOHNNA WILLIAMS
IRS990/Form990PartVIISectionAGrp/PersonNm11MELISSA MCKEE
IRS990/Form990PartVIISectionAGrp/PersonNm12SARA WATKINS
IRS990/Form990PartVIISectionAGrp/PersonNm13VANN SCOTT
IRS990/Form990PartVIISectionAGrp/PersonNm14LAUREN GRADY RAY
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IRS990/Form990PartVIISectionAGrp/TitleTxt0VICE PRESIDENT
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IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
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IRS990/MissionDesc0OUR MISSION IS TO IMPROVE LIVES BY MOBILIZING PEOPLE TO CARE FOR ONE ANOTHER IN A VOLUNTARY, COMMUNITY-WIDE EFFORT. THIS SHALL BE DONE THROUGH EXPANDING VOLUNTEERISM, FUNDRAISING PROGRAMS, AS WELL AS PLANNING, SUPPORTING, PROVIDING, AND MONITORING SERVICES SENSITIVE TO THE CURRENT AND EMERGING CRITICAL NEEDS OF THE PEOPLE OF MARSHALL COUNTY.
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IRS990/ProgSrvcAccomActy2Grp/Desc0TO PROVIDE A ONE-STOP SERVICE TO CALLERS SEEKING INFORMATION ABOUT AND REFERRALS TO HEALTH AND HUMAN SERVICES FOR EVERY DAY NEEDS AND IN TIMES OF CRISIS THROUGH OUR 2-1-1/FIRST CALL FOR HELP CALL CENTER.
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