UNITED WAY OF SOUTHWEST ALABAMA INC

EIN: 630351568 501(c)(3) Philanthropy & Grantmaking

MOBILE, AL

Total Revenue
$3,474,688
Total Expenses
$2,534,372
Total Assets
$3,399,872
Net Assets
$2,829,328
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Financial Trends

Organization Details

Formation Year
1926
Legal Domicile
AL
Principal Officer
JUSTINE BIXLER
Phone
2514310134
Tax Period
2024-07-01 to 2025-06-30

UNITED WAY OF SOUTHWEST ALABAMA INC, founded in 1926, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $4.0M in total revenue in fiscal year 2017. Revenue surged 1202% from the prior year, signaling strong growth momentum.

Mission

TO PROVIDE RESOURCES TO IMPROVE THE HEALTH, EDUCATION, FINANCIAL STABILITY AND ACCESS TO LIFE'S BASIC ESSENTIALS FOR MEMBERS OF THE SOUTHWEST ALABAMA COMMUNITY.

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Trantor Score

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $3,127,316
Program Service Revenue $119,578
Investment Income $20,573
Other Revenue $207,221
TOTAL REVENUE $3,474,688

Expense Breakdown

Grants Paid $895,414
Salaries & Benefits $750,638
Fundraising Expenses $533,994
Program Expenses $1,859,473
Other Expenses $888,320
TOTAL EXPENSES $2,534,372

Year-over-Year Comparison

2024 2023 Change
Revenue $3,474,688 $2,562,018 +0.4%
Expenses $2,534,372 $2,750,569 -0.1%
Net Income $940,316 $-188,551 -6.0%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
28
Independent Members
28
Employees
15
Volunteers
1156

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
7
$97,325
Total Directors
25
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
AUDRA HARPER BOARD CHAIR 5.00
Officer Director
$0 $0 $0
JOE CALAGAZ BOARD VICE CHAIR 5.00
Officer Director
$0 $0 $0
AMY BALDWIN BOARD SECRETARY 5.00
Officer Director
$0 $0 $0
ANNA GOLDMAN FINANCE CHAIR 5.00
Officer Director
$0 $0 $0
GLYN AGNEW COMMUNITY IMPACT CHAIR 5.00
Officer Director
$0 $0 $0
DR ANDI M KENT IMMEDIATE PAST CHAIR 5.00
Officer Director
$0 $0 $0
BRETT ALLRED TRUSTEE 2.00
Director
$0 $0 $0
GUILLERMO BELLOSO TRUSTEE 2.00
Director
$0 $0 $0
RONNIE BLOODWORTH TRUSTEE 2.00
Director
$0 $0 $0
KANDACE BREELAND TRUSTEE 2.00
Director
$0 $0 $0
NICHOLE EDWARDS TRUSTEE 2.00
Director
$0 $0 $0
CHRIS ESFELLER CAMPAIGN CHAIR 5.00
Director
$0 $0 $0
JOHN GARRETT TRUSTEE 2.00
Director
$0 $0 $0
BOB GRIP TRUSTEE 2.00
Director
$0 $0 $0
TECKIE HINKENBEIN TRUSTEE 2.00
Director
$0 $0 $0
EASTON LAMBERT TRUSTEE 2.00
Director
$0 $0 $0
MICHI LUNCEFORD TRUSTEE 2.00
Director
$0 $0 $0
DANA MAYO TRUSTEE 2.00
Director
$0 $0 $0
EDWARD H O'GWYNN III TRUSTEE 2.00
Director
$0 $0 $0
AIMEE RISSER TRUSTEE 2.00
Director
$0 $0 $0
STEVE ROCKWELL TRUSTEE 2.00
Director
$0 $0 $0
H RUDD SCHULTZE TRUSTEE 2.00
Director
$0 $0 $0
JENNIFER SUSMAN TRUSTEE 2.00
Director
$0 $0 $0
GEORGE TALBOT TRUSTEE 2.00
Director
$0 $0 $0
STACY FERGUSON TRUSTEE 2.00
Director
$0 $0 $0
JUSTINE BIXLER PRESIDENT & CEO 55.00
Officer
$97,325 $0 $97,325
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $3,474,688 $2,534,372 $3,399,872 $940,316
2024 $2,562,018 $2,750,569 $2,437,313 $-188,551
2023 $3,281,635 $3,430,763 $2,316,915 $-149,128
2022 $3,674,895 $3,765,576 $2,513,376 $-90,681
2021 $3,570,677 $3,485,737 $2,753,945 $84,940
2020 $3,858,184 $3,858,380 $2,841,195 $-196
2019 $3,603,973 $3,342,594 $3,049,920 $261,379
2018 $3,963,462 $3,916,940 $2,687,461 $46,522
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