2022-11-14T15:23:22-06:00 2021-12-31 208004844 BATES CARTER & CO LLP PO DRAWER 2396 GAINESVILLE GA 30503 990 2021-05-01 586011393 UNITED WAY OF HALL COUNTY INC UNIT 7705361121 PO BOX 2656 GAINESVILLE GA 305032656 JESSICA DUDLEY PRESIDENT/CPO 7705361121 2022-11-14 1 JESSICA DUDLEY 999009999 R HANK SPROUSE JR P01917733 7705329131 2022-11-09 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z JESSICA DUDLEY 527 OAK STREET GAINESVILLE GA 30501 839601 0 X WWW.UNITEDWAYHALLCOUNTY.ORG X 1948 GA OUR MISSION IS UNITING PEOPLE, RESOURCES AND ORGANIZATIONS TO IMPROVE LIVES IN OUR COMMUNITY. 28 28 8 50 0 0 1483737 765335 0 0 29697 74266 0 0 1513434 839601 539217 0 0 0 339726 260387 0 0 108146 346796 217415 1225739 477802 287695 361799 2723077 2593162 515523 15526 2207554 2577636 X THE MISSION OF UNITED WAY OF HALL COUNTY IS UNITING PEOPLE, RESOURCES AND ORGANIZATIONS TO IMPROVE LIVES IN OUR COMMUNITY. 0 0 49705 UNITED WAY OF HALL COUNTYS MISSION IS TO UNITE PEOPLE, ORGANIZATIONS AND RESOURCES TO IMPROVE LIVES IN OUR COMMUNITY. UNITED WAY FOSTERS RELATIONSHIPS TO COLLECTIVELY FOCUS ON ISSUES THAT ARE IMPORTANT AND VITAL IN EVERY RESIDENT OF HALL COUNTY HAVING A GOOD LIFE. WE DO THIS THROUGH ENCOURAGING INDIVIDUALS, COMPANIES AND OTHER NON-PROFITS TO GIVE FINANCIAL RESOURCES, ADVOCATE FOR ISSUES THAT ARE IMPORTANT TO OUR COMMUNITY AND VOLUNTEER THEIR TIME. UNITED WAY OF HALL COUNTY BELIEVES EDUCATION, INCOME AND HEALTH ARE THE BUILDING BLOCKS OF A GOOD LIFE AND HAS ESTABLISHED THE FOLLOWING AS PRIORITIES: EDUCATION HELPING PEOPLE, FROM BIRTH THROUGH ADULT, ACHIEVE THEIR POTENTIAL THROUGH LEARNING. WE BELIEVE THAT LEARNING BEGINS AT BIRTH AND CONTINUES THROUGHOUT LIFE. OUR ASPIRATION IS THAT ALL RESIDENTS OF HALL COUNTY WILL HAVE OPPORTUNITIES TO LEARN WHICH HELP THEM ACHIEVE THEIR POTENTIAL. THEREFORE, WE WILL INVEST IN: 1. EARLY LEARNING 2. THE WELL-BEING OF SCHOOL AGE CHILDREN AND ADOLESCENTS 3. BASIC LITERARY AND COMPREHENSION DEVELOPMENT SKILLS INCOME SUPPORTING FAMILIES WHILE THEY ACTIVELY ACHIEVE FINANCIAL STABILITY AND INDEPENDENCE. WE BELIEVE FAMILIES AND INDIVIDUALS FACE OBSTACLES TO ACHIEVING FINANCIAL STABILITY AND INDEPENDENCE. OUR ASPIRATION IS THAT ALL RESIDENTS OF HALL COUNTY HAVE OPPORTUNITIES TO MEET THEIR BASIC NEEDS AND SELF-SUFFICIENCY. THEREFORE, WE WILL INVEST IN: 1. RESOURCES PROVIDING FOOD, SHELTER AND CLOTHING 2. ADDRESSING BARRIERS TO SELF-SUFFICIENCY 3. PROMOTION OF FINANCIAL SECURITY HEALTH IMPROVING PEOPLES PHYSICAL, MENTAL AND SOCIAL WELL-BEING. WE BELIEVE IN IMPROVING EVERYONES HEALTH AND SAFETY. OUR ASPIRATION IS THAT ALL RESIDENTS OF HALL COUNTY ARE HEALTHY AND SAFE. THEREFORE, WE WILL INVEST IN: 1. EFFORTS TO BREAK THE CYCLE OF DOMESTIC VIOLENCE, ABUSE AND NEGLECT 2. IMPROVING ACCESS TO PRIMARY MEDICAL, BEHAVIORAL AND DENTAL CARE 3. PREVENTION OF AND INTERVENTION IN UNSAFE OR UNHEALTHY BEHAVIORS 101450 THE COMPASS CENTER (THE CENTER) IS AN INITIATIVE DESIGNED TO CONNECT FAMILIES IN THE LOCAL COMMUNITY WITH SERVICES TO ASSIST THEM WITH HUNGER RELIEF,AFFORDABLE HOUSING, HEALTH CARE,EDUCATIONAL RESOURCES,COUNSELING OR WORKFORCE DEVELOPMENT. 75325 READ LEARN SUCCEED IS AN INTERNAL INITIATIVE THAT ENCOURAGES READING FROM BIRTH. OUR GOAL THROUGH THIS INITIATIVE IS THAT CHILDREN ENTER PRE-K AND KINDERGARTEN READY TO LEARN THUS INCREASING GRADUATION RATES. 63040 THE PURPOSE OF THE ONE HALL PROGRAM IS TO BREAK THE CYCLE OF POVERTY IN HALL COUNTY BY SEEKING TO UNDERSTAND POVERTY FROM THE PERSPECTIVE OF OUR MOST VULNERABLE CITIZENS. WE WORK SIDE-BY-SIDE WITH LOCAL CHURCHES AND PUBLIC, PRIVATE AND NON-PROFIT SECTORS TO TACKLE THE ROOT CAUSES OF POVERTY IN A HOLISTIC AND SUSTAINABLE MANNER. WE STUDY EXISTING STATISTICS AND WORK DIRECTLY WITH THOSE EXPERIENCING POVERTY TO DEVELOP STRATEGIES THAT MUST BE UNDERSTOOD AND ADDRESSED AT A HIGH LEVEL BY THE COMMUNITY-AT-LARGE. 63040 289520 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 12 0 1 8 1 0 0 0 0 0 0 0 0 0 0 X 28 28 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 GA X X JESSICA DUDLEY 7705361121 527 OAK STREET SW GAINESVILLE GA 30501 RACHEL BAHIN BOARD MEMBER 2.00 X 0 0 0 ELISABETH BALDWIN BOARD MEMBER 3.00 X X 0 0 0 SARAH BELL ONE HALL CHAIR 3.00 X X 0 0 0 PHIL BONELLI BOARD MEMBER 2.00 X 0 0 0 BONNOR BURTON BOARD MEMBER 2.00 X 0 0 0 MARIA CALKINS BOARD MEMBER 2.00 X 0 0 0 JULI CLAY ETHICS CHAIR 3.00 X X 0 0 0 LIZ COATES BOARD MEMBER 2.00 X 0 0 0 SHARON HOLT COMMUNITY INVESTMENT CHAIR 3.00 X X 0 0 0 TOMMY HOWARD BOARD MEMBER 2.00 X 0 0 0 LOGAN JONES BOARD MEMBER 2.00 X 0 0 0 JENNIFER LOGGINS AUDIT CHAIR 3.00 X X 0 0 0 BETHANY MAGNUS BOARD MEMBER 2.00 X 0 0 0 CHRISTY MOORE BOARD MEMBER 2.00 X 0 0 0 PHILLIPPA LEWIS MOSS BOARD CHAIR 4.00 X X 0 0 0 TATE O'ROUKE BOARD MEMBER 2.00 X 0 0 0 JAY PARRISH BOARD MEMBER 3.00 X X 0 0 0 ANNE A SKLEDER BOARD MEMBER 2.00 X 0 0 0 AMY WHITLEY BOARD MEMBER 2.00 X 0 0 0 ANDREW DAVENPORT BOARD MEMBER 2.00 X 0 0 0 BEAU SHEPPARD BOARD MEMBER 2.00 X 0 0 0 DAVID STEVENS BOARD MEMBER 2.00 X 0 0 0 ERIN WILLIAMSON BOARD MEMBER 2.00 X 0 0 0 KINGSLEY PEEPLES TREASURER 3.00 X X 0 0 0 MELISSA NOLAN BOARD MEMBER 2.00 X 0 0 0 PRISCILLA COLLINS BOARD MEMBER 2.00 X 0 0 0 TAMARA ETTERLING BOARD MEMBER 2.00 X 0 0 0 TREY WOOD BOARD MEMBER 2.00 X 0 0 0 JESSICA DUDLEY PRESIDENT 40.00 X 85680 0 0 85680 0 0 0 0 0 0 0 228 765107 17017 765335 69955 69955 4181 130 0 0 4181 130 4311 4311 839601 0 0 74266 59987 41991 5999 11997 177543 132089 14283 31171 4809 3543 411 855 18048 13227 1541 3280 28850 28850 6514 6514 8513 8513 4995 1016 3339 640 16834 7285 2985 6564 8424 4901 1439 2084 539 202 135 202 3034 303 1821 910 13845 8157 2289 3399 11370 6822 2274 2274 3505 2103 526 876 REACH OUT & READ DISBUR 38691 38691 CAMPAIGN EVENTS 23716 0 0 23716 COMPASS CENTER AND ONE 19473 19473 0 0 COMMUNITY ENGAGEMENT 11282 0 3455 7827 17830 9717 4275 3838 477802 289520 80136 108146 21217 91888 580294 251031 696956 547928 56529 11446 487489 279441 211991 208048 1155916 1482443 174 378 2723077 2593162 21525 14626 493998 900 515523 15526 X 2204554 2574636 3000 3000 2207554 2577636 2723077 2593162 361799 8283 0 X X 0 1 X 1 0 X 1481101 1406482 1366784 1483737 765335 6503439 1481101 1406482 1366784 1483737 765335 6503439 328137 6175302 5450 13790 22508 29698 74265 145711 6649150 0.92870 0.94300 X PART II, SHORT YEAR EXPLANATION: THE ORGANIZATON'S BOARD OF DIRECTORS VOTED TO CHANGE FROM AN APRIL 30 FISCAL YEAR END TO A DECEMBER 31 CALENDAR YEAR END, BEGINNING WITH THE EIGHT MONTH PERIOD ENDING DECEMBER 31, 2021. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 159313 925 160238 153992 5321 159313 152962 1030 153992 150974 1988 152962 138936 10912 1126 150974 1 0 100000 100000 353303 254052 99251 26186 17389 8797 8000 8000 0 208048 ENDOWMENT FUND (CD) 160238 F RESERVE FUND 1322205 F 1482443 X 855471 8283 15000 1 23284 832187 6514 900 7414 839601 485389 15000 1 15001 470388 6514 900 7414 477802 PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT CONSISTS OF TWO FUNDS ESTABLISHED TO PROMOTE COMMUNITY EDUCATIONAL PROGRAMS. PART X, LINE 2: THE ORGANIZATION DOES NOT HAVE AN ASC 740-10 (FORMERLY FIN 48) DISCLOSURE RELATED TO UNCERTAIN TAX POSITIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: ROUNDING 1. PART XI, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATIONS TO PARTNER AGENCIES AND OTHER UNITED WAYS 900. PART XII, LINE 2D - OTHER ADJUSTMENTS: ROUNDING 1. PART XII, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATIONS TO PARTNER AGENCIES AND OTHER UNITED WAYS 900. X 2 15117 FAIR VALUE X DONATED ADVERTISING SERVICES 1 10000 ESTIMATED FAIR VALUE X DONATED EVENT SPACE 1 5000 ESTIMATED FAIR VALUE X DONATED FOOD ITEMS 2 1600 ESTIMATED FAIR VALUE X DONATED PHOTOGRAPHY SERVICES 1 300 ESTIMATED FAIR VALUE 0 1 1 PART I, COLUMN (B): THE NUMBER OF DONATED ITEMS REFLECTS THE NUMBER OF PRIMARY SOURCES THAT THE DONATIONS CAME FROM. THE EXACT ACTUAL NUMBER OF FOOD ITEMS DONATED WAS NOT TRACKED BUT CAME FROM TWO PRIMARY DONORS. DONATED PHOTOGRAPHY SERVICES WAS FROM ONE DONOR, DONATED ADVERTISING SERVICES WAS FROM ONE DONOR, AND THE DONATED EVENT SPACE WAS FOR ONE EVENT. PART I, LINE 32B: THE ORGANIZATION USES A THIRD PARTY INVESTMENT BROKER TO FACILITATE THE RECEIPT AND LIQUIDATION OF DONATED SECURITIES. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PRESENTED TO THE FINANCE COMMITTEE OF THE ORGANIZATION FOR APPROVAL PRIOR TO SUBMISSION. A COPY OF THE 990 IS PROVIDED TO THE BOARD OF DIRECTORS AND ANY CRITICAL PARTS ARE DISCUSSED AT A BOARD MEETING PRIOR TO FINAL APPROVAL AND SUBMISSION OF THE 990 BY THE PRESIDENT. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION ANNUALLY MONITORS COMPLIANCE WITH CONFLICT OF INTEREST POLICY. ALL EMPLOYEES, BOARD MEMBERS AND COMMITTEE MEMBERS ARE REQUIRED TO DISCLOSE ANY CONFLICTS ANNUALLY. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF HIS OR HER CONFLICT OF INTEREST AND ALL MATERIAL FACTS TO THE DIRECTOR AND MEMBERS OF COMMITTEES WITH BOARD-DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS SERVES AS THE COMPENSATION COMMITTEE FOR THE ORGANIZATION. THEY ARE CHARGED WITH CONDUCTING THE ANNUAL PERFORMANCE REVIEW OF THE PRESIDENT. THE PRESIDENT'S ANNUAL SALARY IS DETERMINED BASED ON PERFORMANCE FROM THE PREVIOUS YEAR AS WELL AS REVIEW OF OTHER UNITED WAYS IN SAME GEOGRAPHICAL AREA AND SIZE. THE EXECUTIVE COMMITTEE WILL PROVIDE AN ANNUAL COMPENSATION REPORT TO THE BOARD OF DIRECTORS. ALL COMPENSATION WILL BE INCLUDED IN THE ANNUAL BUDGET AND SUBJECT TO APPROVAL BY THE FINANCE COMMITTEE AND BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 THE PUBLIC CAN VIEW THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ON THE WEBSITE. UPON REQUEST THE PUBLIC CAN RECEIVE GOVERNING DOCUMENTS, SUCH AS THE BYLAWS AND POLICIES SUCH AS CONFLICT OF INTEREST AND FINANCIAL STATEMENTS. FORM 990, PART XII, LINE 2C OVERSIGHT PROCESS NO CHANGE FROM PRIOR YEAR.