2015-02-16T17:47:41-06:00 2014-09-30 721396621 CARR RIGGS & INGRAM LLC 7550 HALCYON SUMMIT DRIVE MONTGOMERY AL 36117 990 2013-10-01 630330778 RIVER REGION UNITED WAY RIVE 3342647318 POST OFFICE BOX 868 MONTGOMERY AL 36101 JAMES L HILL PRESIDENT & CEO 3342647318 2015-02-11 1 M CHAD SINGLETARY CPA P00166368 3342716678 2015-02-11 2013 2016-02-25 16:41:14Z JAMES L HILL POST OFFICE BOX 868 MONTGOMERY AL 36101 4098004 0 X WWW.RIVERREGIONUNITEDWAY.ORG X 1953 AL THE MISSION OF THE RIVER REGION UNITED WAY IS TO IMPROVE THE QUALITY OF LIFE IN THE COMMUNITIES IT SERVES BY CREATING LASTING AND SUSTAINABLE CHANGES IN COMMUNITY CONDITIONS. IN ITS DAILY OPERATIONS, RIVER REGION UNITED WAY WILL UNITE VOLUNTEERS, CONTRIBUTORS, AND COMMUNITY ORGANIZATIONS TO ADDRESS THE CAUSES OF ISSUES IDENTIFIED IN REGULARLY CONDUCTED NEEDS ASSESSMENTS. 48 48 14 457 0 0 4497530 3420464 0 0 70312 79987 2766 100 4570608 3500551 2946118 2829672 0 0 641207 732387 0 0 446478 661800 694480 4249125 4256539 321483 -755988 7644480 6937564 2874359 2919845 4770121 4017719 X THE MISSION OF THE RIVER REGION UNITED WAY IS TO IMPROVE THE QUALITY OF LIFE IN THE COMMUNITIES IT SERVES BY CREATING LASTING AND SUSTAINABLE CHANGES IN COMMUNITY CONDITIONS. IN ITS DAILY OPERATIONS, RIVER REGION UNITED WAY WILL UNITE VOLUNTEERS, CONTRIBUTORS, AND COMMUNITY ORGANIZATIONS TO ADDRESS THE CAUSES OF ISSUES IDENTIFIED IN REGULARLY CONDUCTED NEEDS ASSESSMENTS. 0 0 3211679 2829672 DIRECT SUPPORT TO UNITED WAY AGENCIES, ALLOCATIONS AND GRANTS, AND OTHER PROGRAMS 102283 2-1-1 CONNECTS SOUTH CENTRAL ALABAMA PROGRAM CONNECTS RESIDENTS IN MONTGOMERY, AUTAUGA, BUTLER, COOSA, CRENSHAW, ELMORE, DALLAS, PERRY, MACON, LOWNDES, TALLAPOOSA, WILCOX, BULLOCK, PIKE, BUTLER, & CRENSHAW COUNTIES THROUGH A STATEWIDE NETWORK OF 24/7 CALL CENTERS WHICH PROVIDE INFORMATION AND ACCESS TO HEALTH AND HUMAN SERVICES BOTH LOCALLY AND STATEWIDE. THE INFORMATIONAL SERVICES WE DELIVER CONNECT PEOPLE TO PROVIDERS AND DIRECTLY ASSIST RESIDENTS IN OBTAINING BASIC HUMAN NEEDS, PHYSICAL AND MENTAL HEALTH RESOURCES, EMPLOYMENT SUPPORT, AID FOR YOUTH, FAMILIES AND PERSONS WITH DISABILITIES. RIVER REGION UNITED WAY FUNDS, MANAGES AND IS ACTIVELY INVOLVED WITH THE PROGRAM BOTH LOCALLY AND STATEWIDE. 3313962 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 2 0 1 14 1 0 0 0 0 0 0 0 0 X 48 48 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 0 1 1 1 0 X JULIE GREENE 3342647318 60 COMMERCE STREET SUITE 600 MONTGOMERY AL 36104 GUY DAVIS CHAIRMAN 0.00 X X 0 0 0 JO MOORE VICE CHAIR 0.00 X X 0 0 0 RHONDA SIBLEY TREASURER 0.00 X X 0 0 0 JENNIFER ANDERSON BOARD MEMBER 0.00 X 0 0 0 BRAD ARMAGOST BOARD MEMBER 0.00 X 0 0 0 JEREMY ARTHUR BOARD MEMBER 0.00 X 0 0 0 VICTORIA BELTON BOARD MEMBER 0.00 X 0 0 0 ROBERT BIRMINGHAM BOARD MEMBER 0.00 X 0 0 0 WILLIS BRADFORD BOARD MEMBER 0.00 X 0 0 0 MICHAEL BRIDDELL BOARD MEMBER 0.00 X 0 0 0 ELTON BROOKS BOARD MEMBER 0.00 X 0 0 0 BEN BRUCE BOARD MEMBER 0.00 X 0 0 0 KELLY COCHRAN BOARD MEMBER 0.00 X 0 0 0 MITZI COLE BOARD MEMBER 0.00 X 0 0 0 KIM COLLIER MADDOX BOARD MEMBER 0.00 X 0 0 0 DAVE FARACE BOARD MEMBER 0.00 X 0 0 0 AUBREY FORD BOARD MEMBER 0.00 X 0 0 0 JON FOSHEE BOARD MEMBER 0.00 X 0 0 0 JASON GOODSON BOARD MEMBER 0.00 X 0 0 0 FRANK GRECO BOARD MEMBER 0.00 X 0 0 0 JON HOWE BOARD MEMBER 0.00 X 0 0 0 CECILY JACKSON BOARD MEMBER 0.00 X 0 0 0 KATHERINE JACKSON BOARD MEMBER 0.00 X 0 0 0 JENO JAMES BOARD MEMBER 0.00 X 0 0 0 ADRIAN JOHNSON BOARD MEMBER 0.00 X 0 0 0 SEAN JOHNSON BOARD MEMBER 0.00 X 0 0 0 MIKE LAMAR BOARD MEMBER 0.00 X 0 0 0 CHRIS LEE BOARD MEMBER 0.00 X 0 0 0 LARRY LIVEOAK BOARD MEMBER 0.00 X 0 0 0 JOYCE LOYD BOARD MEMBER 0.00 X 0 0 0 SAXON MAIN BOARD MEMBER 0.00 X 0 0 0 KATANGA MANTS BOARD MEMBER 0.00 X 0 0 0 JOSEPH MATHIS BOARD MEMBER 0.00 X 0 0 0 CLAY MCCONNELL BOARD MEMBER 0.00 X 0 0 0 NANCY MURPHY BOARD MEMBER 0.00 X 0 0 0 OMAR NEAL BOARD MEMBER 0.00 X 0 0 0 LARRY PUCKETT BOARD MEMBER 0.00 X 0 0 0 ROBERT RAMSEY BOARD MEMBER 0.00 X 0 0 0 CLINTON RICHARDSON BOARD MEMBER 0.00 X 0 0 0 PHILLIP RIVERS BOARD MEMBER 0.00 X 0 0 0 ROB ROBINSON BOARD MEMBER 0.00 X 0 0 0 CINDY SCOTT BOARD MEMBER 0.00 X 0 0 0 WADE SEAMON BOARD MEMBER 0.00 X 0 0 0 MICHAEL SHAW BOARD MEMBER 0.00 X 0 0 0 ROGER SPAIN BOARD MEMBER 0.00 X 0 0 0 JIMMY STUBBS BOARD MEMBER 0.00 X 0 0 0 CHRIS SUSOCK BOARD MEMBER 0.00 X 0 0 0 WINSTON WILSON REESE BOARD MEMBER 0.00 X 0 0 0 JAMES L HILL PRESIDENT & CEO 40.00 X 71366 0 5891 JULIE GREENE DIRECTOR OF OPERATIONS 40.00 X 75930 0 13654 RUSSELL DUNMAN FORMER PRESIDENT & CEO 40.00 X 108524 0 1524 255820 0 21069 1 1 0 0 0 3420464 3420464 35131 35131 642309 597384 69 44925 -69 44856 44856 MISCELLANEOUS INCOME 900099 100 100 100 3500551 100 0 79987 2829672 2829672 212821 47162 94823 70836 386712 86218 163086 137408 27406 4984 19800 2622 55104 14652 21319 19133 50344 11431 19120 19793 78269 1051 75996 1222 9211 2927 6284 39205 6981 14278 17946 105575 28200 36052 41323 9931 2756 5759 1416 9862 1310 6003 2549 648 103 338 207 24149 4454 11536 8159 3729 645 2090 994 OTHER PROGRAM EXPENSES 208714 126289 219 82206 DUES AND MENBERSHIPS 73055 69723 3136 196 INVESTMENT AND BANK FEE 64367 52278 10756 1333 CAMPAIGN EXPENSES 41865 23228 145 18492 25900 2825 8716 14359 4256539 3313962 496099 446478 2008086 1512890 788563 1511905 2622286 1908579 101933 91308 9465 33856 167783 126771 54685 41012 2053497 1831257 5965 6757 7644480 6937564 63991 49133 2500 31128 25528 2779240 2842684 2874359 2919845 X 2148385 2040332 2269542 1625193 352194 352194 4770121 4017719 7644480 6937564 -755988 3586 0 X X 0 1 X 1 0 X 3822993 5825761 3597547 4497530 3420464 21164295 3822993 5825761 3597547 4497530 3420464 21164295 734401 20429894 33717 68585 82012 70312 79987 334613 57449 704 205 2766 100 61224 21560132 0.94760 0.95100 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1202761 500 65322 21727 1246856 1136461 500 100477 34677 1202761 1041050 31700 105899 42188 1136461 1095204 900 10058 65112 1041050 1063663 1300 50162 19921 1095204 0.00000 0.28000 0.72000 1 0 96635 78483 18152 71148 48288 22860 41012 CERTIFICATES OF DEPOSIT 977665 C CACF POOLED ACCOUNTS 224465 C MUTUAL FUNDS - FIXED INCOME 157689 F MUTUAL FUNDS - EQUITIES 289078 F LIMITED PARTNERSHIP INTEREST 182360 C 1831257 ALLOCATIONS DUE TO AGENCIES 2082503 DESIGNATIONS DUE TO AGENCIES 760181 2842684 X 3504137 3586 3586 3500551 0 3500551 4256539 0 4256539 0 4256539 PART V, LINE 4: THE ENDOWMENT FUNDS ARE SETUP WITH VARIOUS RESTRICTIONS. THE LOEB FAMILY ENDOWMENT RESTRICTIONS USE OF INVESTMENT EARNINGS FOR 10 YEARS AND PRINCIPAL FOR 50 YEARS FROM ITS INCEPTION IN 2001. THE DETOCQUEVILLE FUND MATCHES CONTRIBUTIONS GIVEN TO THE ORGANIZATION OVER A 2 YEAR PERIOD. THE MYRON J. ROTHSCHILD FUND FOR EMERGENCY RELIEF ASSISTS FAMILIES AND INDIVIDUALS IN NEED AS A RESULT OF HARDSHIP AND SUFFERING NOT COVERED BY ORGANIZED RELIEF AGENCIES. THE FUND IS MANAGED BY A THREE PERSON COMMITTEE THAT MAKES ALL DETERMINATIONS CONCERNING THE INVESTMENT OF THE PRINCIPAL AND APPLICATION OF THE INCOME. PART X, LINE 2: THE ORGANIZATION FOLLOWS THE PROVISIONS OF FASB ASC (ACCOUNTING STANDARDS CODIFICATION) NO. 740, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. AS A RESULT, THE ORGANIZATION HAS NOT RECOGNIZED ANY RESPECTIVE LIABILITY FOR UNRECOGNIZED TAX BENEFITS AS IT HAS NO KNOWN TAX POSITIONS THAT WOULD SUBJECT THE ORGANIZATION TO ANY MATERIAL INCOME TAX EXPOSURE. THE TAX YEARS THAT REMAIN SUBJECT TO EXAMINATION ARE THE PERIODS BEGINNING ON OCTOBER 1, 2010 FOR ALL MAJOR TAX JURISDICTIONS. 1 AID TO INMATE MOTHERS INC 434 N MCDONOUGH STREET MONTGOMERY AL 36104 631032194 11847 ASSIST WITH ORGANIZATIONS PROGRAMS AND SERVICES. AMERICAN CANCER SOCIETY MONTGOMERY COUNTY UNIT 3054-C MCGEHEE ROAD MONTGOMERY AL 36111 640329009 49047 ASSIST WITH ORGANIZATIONS PROGRAMS AND SERVICES. AMERICAN HEART ASSOCIATION 1449 MEDICAL PARK DRIVE BIRMINGHAM AL 35213 135613797 40011 ASSIST WITH ORGANIZATIONS PROGRAMS AND SERVICES. AMERICAN RED CROSS OF CENTRAL ALABAMA 5015 WOODS CROSSING MONTGOMERY AL 36106 630288804 332586 ASSIST WITH ORGANIZATIONS PROGRAMS AND SERVICES. THE ARC OF EASTERN ELMORE COUNTY 230 SUGARBERRY ROAD WETUMPKA AL 36092 631010538 5279 ASSIST WITH ORGANIZATIONS PROGRAMS AND SERVICES. AUTAUGA COUNTY FAMILY SUPPORT CENTER 113 WEST MAIN STREET PRATTVILLE AL 36067 721392189 14634 ASSIST WITH ORGANIZATIONS PROGRAMS AND SERVICES. BOY SCOUTS OF AMERICA TUKABATCHEE AREA COUNCIL 3067 CARTER HILL RD MONTGOMERY AL 36111 630302109 127481 ASSIST WITH ORGANIZATIONS PROGRAMS AND SERVICES. BOYS & GIRLS CLUBS OF MONTGOMERY 804 S PERRY ST SUITE 201 MONTGOMERY AL 36104 630302108 230347 ASSIST WITH ORGANIZATIONS PROGRAMS AND SERVICES. BRANTWOOD CHILDREN'S HOME 1309 UPPER WETUMPKA ROAD MONTGOMERY AL 36107 630318657 114947 ASSIST WITH ORGANIZATIONS PROGRAMS AND SERVICES. CATHOLIC SOCIAL SERVICES 4455 NARROW LANE ROAD MONTGOMERY AL 36116 630627699 74912 ASSIST WITH ORGANIZATIONS PROGRAMS AND SERVICES. CHEMICAL ADDICTIONS PROGRAM 1153 AIR BASE BOULEVARD MONTGOMERY AL 36108 630778800 57378 ASSIST WITH ORGANIZATIONS PROGRAMS AND SERVICES. CHILD PROTECT INC 935 SOUTH PERRY STREET MONTGOMERY AL 36104 631014993 4919 ASSIST WITH ORGANIZATIONS PROGRAMS AND SERVICES. CHILDREN'S CENTER OF MONTGOMERY 310 NORTH MADISON TERRACE MONTGOMERY AL 36107 630356658 90343 ASSIST WITH ORGANIZATIONS PROGRAMS AND SERVICES. EASTER SEALS CAMP ASCCA 5278 CAMP ASSCA DRIVE JACKSONS GAP AL 36861 630680272 13786 ASSIST WITH ORGANIZATIONS PROGRAMS AND SERVICES. EASTER SEALS CENTRAL ALABAMA REHABILTATION & CAREER CENTER 2125 EAST SOUTH BOULEVARD MONTGOMERY AL 36116 630435761 118743 ASSIST WITH ORGANIZATIONS PROGRAMS AND SERVICES. ELMOREAUTAUGA COMMUNITY ACTION COMMITTEE 504 AUTAUGA STREET WETUMPKA AL 36092 636155200 20184 ASSIST WITH ORGANIZATIONS PROGRAMS AND SERVICES. FAMILY GUIDANCE CENTER OF ALABAMA 2358 FAIRLANE DRIVE MONTGOMERY AL 36116 630400591 197778 ASSIST WITH ORGANIZATIONS PROGRAMS AND SERVICES. FAMILY SUNSHINE CENTER PO BOX 5160 MONTGOMERY AL 361035160 630756933 101975 ASSIST WITH ORGANIZATIONS PROGRAMS AND SERVICES. GIFT OF LIFE FOUNDATION 1348 CARMICHAEL WAY MONTGOMERY AL 36106 630978855 8820 ASSIST WITH ORGANIZATIONS PROGRAMS AND SERVICES. GIRL SCOUTS OF SOUTHERN ALABAMA INC 145 COLISEUM BOUELVARD MONTGOMERY AL 36109 630421430 69926 ASSIST WITH ORGANIZATIONS PROGRAMS AND SERVICES. GOODWILL INDUSTRIES OF CENTRAL ALABAMA 900 AIR BASE BOULEVARD MONTGOMERY AL 36108 630522335 8031 ASSIST WITH ORGANIZATIONS PROGRAMS AND SERVICES. HANDS ON RIVER REGION 2101 EASTERN BOULEVARD MONTGOMERY AL 36117 630663412 86065 ASSIST WITH ORGANIZATIONS PROGRAMS AND SERVICES. HEALTH SERVICES INC 4178 LOMAC STREET MONTGOMERY AL 36106 630568762 19090 ASSIST WITH ORGANIZATIONS PROGRAMS AND SERVICES. HOSPICE OF MONTGOMERY 1111 HOLLOWAY PARK MONTGOMERY AL 36117 630768381 20634 ASSIST WITH ORGANIZATIONS PROGRAMS AND SERVICES. LIGHTHOUSE COUNSELING CENTER INC 1415 EAST SOUTH BOULEVARD MONTGOMERY AL 36116 237126914 87247 ASSIST WITH ORGANIZATIONS PROGRAMS AND SERVICES. LOUISE M SMITH DEVELOPMENT CENTER (AWEARC) PO BOX 681952 PRATTVILLE AL 36068 630889927 24008 ASSIST WITH ORGANIZATIONS PROGRAMS AND SERVICES. MAXWELL-GUNTER YOUTH ACTIVITIES 220 S TURNER BOULEVARD GUNTER ANNEX AL 36114 630501944 29551 ASSIST WITH ORGANIZATIONS PROGRAMS AND SERVICES. MENTAL HEALTH AMERICA IN MONTGOMERY 1116 SOUTH HULL ST MONTGOMERY AL 36104 630328645 79081 ASSIST WITH ORGANIZATIONS PROGRAMS AND SERVICES. MONTGOMERY AREA COUNCIL ON AGING 115 EAST JEFFERSON STREET MONTGOMERY AL 36104 630634950 82535 ASSIST WITH ORGANIZATIONS PROGRAMS AND SERVICES. MONTGOMERY ASSOCIATION FOR RETARDED CITIZENS 527 BUCKINGHAM DR MONTGOMERY AL 36116 630418302 89735 ASSIST WITH ORGANIZATIONS PROGRAMS AND SERVICES. PASS PEERS ARE STAYING STRAIGHT 1849 GLYNWOOD DRIVE PRATTVILLE AL 36066 582040733 35436 ASSIST WITH ORGANIZATIONS PROGRAMS AND SERVICES. THE SALVATION ARMY 900 BELL STREET MONTGOMERY AL 36104 580660607 91928 ASSIST WITH ORGANIZATIONS PROGRAMS AND SERVICES. SAYNO IN THE MONTGOMERY AREA INC 492 SOUTH COURT STREET MONTGOMERY AL 36104 631049388 23802 ASSIST WITH ORGANIZATIONS PROGRAMS AND SERVICES. SECOND CHANCE FOUNDATION 810 CEDAR STREET MONTGOMERY AL 36106 631213248 14738 ASSIST WITH ORGANIZATIONS PROGRAMS AND SERVICES. SICKLE CELL FOUNDATION OF GREATER MONTGOMERY 3180 US HWY 80 WEST MONTGOMERY AL 36108 630830977 41578 ASSIST WITH ORGANIZATIONS PROGRAMS AND SERVICES. VOLUNTEER & INFORMATION CENTER INC 2101 EASTERN BOULEVARD MONTGOMERY AL 36117 630663412 97169 ASSIST WITH ORGANIZATIONS PROGRAMS AND SERVICES. YMCA OF MONTGOMERY 880 SOUTH LAWRENCE STREET MONTGOMERY AL 36104 630288885 225037 ASSIST WITH ORGANIZATIONS PROGRAMS AND SERVICES. YMCA OF PRATTVILLE 600 MAIN STREET PRATTVILLE AL 36067 636052425 55194 ASSIST WITH ORGANIZATIONS PROGRAMS AND SERVICES. MANE (MONTGOMERY AREA NON-TRADITIONAL EQUESTRIANS) 3699 WALLAHATCHIE ROAD PIKE ROAD AL 36064 582213532 674 ASSIST WITH ORGANIZATIONS PROGRAMS AND SERVICES. NELLIE BURGE COMMUNITY CENTER 1226 CLAY STREET MONTGOMERY AL 36104 630289906 33196 ASSIST WITH ORGANIZATIONS PROGRAMS AND SERVICES. 40 0 0 0 0 0 0 0 0 0 RUSSELL DUNMAN FORMER PRESIDENT & CEO 108524 0 0 0 0 0 0 0 1524 0 110048 0 0 0 FORM 990, PART VI, SECTION A, LINE 4 THE ORGANIZATION UPDATED ITS BYLAWS DURING THE CURRENT YEAR. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS REVIEWED IN-HOUSE BY THE EXECUTIVE AND FINANCE COMMITTEES AND THE FULL BOARD. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REVIEWS THE CONFLICT OF INTEREST POLICY ANNUALLY AND WHEN NEW STAFF IS HIRED. FORM 990, PART VI, SECTION B, LINE 15 PRESIDENT/CEO, OTHER OFFICERS AND KEY EMPLOYEES COMPENSATION IS DETERMINED BY THE EXECUTIVE COMMITTEE THROUGH THE EXECUTIVE SEARCH COMMITTEE WHICH UTILIZES THE PUBLISHED UNITED WAY WORLDWIDE SALARY SURVEY AS A GUIDELINE. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS ARE AVAILABLE FOR PUBLIC REVIEW AT THE PHYSICAL BUSINESS LOCATION MONDAY THROUGH FRIDAY BETWEEN THE HOURS OF 8:30AM AND 5:00PM. FORM 990, PART XII, LINE 2C: THE BOARDS AUDIT COMMITTEE ASSUMES THE RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND SELECTION OF THE INDEPENDENT ACCOUNTANT.