United Way of Northwest Alabama

EIN: 630873878 501(c)(3) Philanthropy & Grantmaking

Florence, AL

Total Revenue
$1,081,219
Total Expenses
$1,102,115
Total Assets
$2,010,205
Net Assets
$1,681,285
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Tuckman-Chang Vulnerability Assessment

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Financial Trends

Organization Details

Formation Year
1955
Legal Domicile
AL
Principal Officer
Terry Wicker
Phone
2567645892
Tax Period
2023-07-01 to 2024-06-30

United Way of Northwest Alabama, founded in 1955, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $836K in total revenue in fiscal year 2019. Revenue decreased 10% compared to the prior year. Expenses of $1.0M exceeded revenue, resulting in a 20% operating deficit.

Mission

To improve lives by mobilizing the caring power of the 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 (2023)

Revenue Breakdown

Contributions & Grants $1,070,926
Program Service Revenue $0
Investment Income $1,893
Other Revenue $8,400
TOTAL REVENUE $1,081,219

Expense Breakdown

Grants Paid $0
Salaries & Benefits $439,433
Fundraising Expenses $63,575
Program Expenses $922,870
Other Expenses $662,682
TOTAL EXPENSES $1,102,115

Year-over-Year Comparison

2023 2022 Change
Revenue $1,081,219 $1,361,207 -0.2%
Expenses $1,102,115 $1,374,786 -0.2%
Net Income $-20,896 $-13,579 +0.5%
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
19
Independent Members
19
Employees
9
Volunteers
75

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
6
$0
Total Directors
19
$0
Key Employees
1
$49,645
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Jennifer McNulty Executive Director 40.00
Key Emp
$49,645 $0 $49,645
Rebecca Moon Chairperson 4.00
Officer Director
$0 $0 $0
Kattie Young First Chair 4.00
Officer Director
$0 $0 $0
Ashley Finkelstein Second VP 4.00
Officer Director
$0 $0 $0
Bob Leyde Secretary 4.00
Officer Director
$0 $0 $0
David Greenfield Treasurer 4.00
Officer Director
$0 $0 $0
Steve Hargrove Member 2.00
Director
$0 $0 $0
Dr Jimmy Shaw Member 2.00
Director
$0 $0 $0
Thomas Magazzu Member 2.00
Director
$0 $0 $0
Brenda Smith Member 2.00
Director
$0 $0 $0
Kiley Floren Member 2.00
Director
$0 $0 $0
Pete Key Member 2.00
Director
$0 $0 $0
Lindsey Imbrogno Member 2.00
Director
$0 $0 $0
Richard Pearlman Member 2.00
Director
$0 $0 $0
Rebecca Keene First VP 4.00
Officer Director
$0 $0 $0
Shaketta Johnson Member 2.00
Director
$0 $0 $0
Rita King Member 2.00
Director
$0 $0 $0
Lynda Darby Member 2.00
Director
$0 $0 $0
Allison Hyde Member 2.00
Director
$0 $0 $0
Lindsey Ruggles Member 2.00
Director
$0 $0 $0
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 No data No data No data No data
2024 $1,081,219 $1,102,115 $2,010,205 $-20,896
2023 $1,361,207 $1,374,786 $1,937,913 $-13,579
2022 $919,208 $1,311,327 $1,930,071 $-392,119
2021 $2,133,491 $822,396 $1,966,675 $1,311,095
2020 $836,221 $1,004,459 $699,887 $-168,238
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