Nonprofit · EIN 63-0351568
UNITED WAY OF SOUTHWEST ALABAMA INC
Tax-exempt · MOBILE, AL 36602
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $3,474,688 | $2,534,372 | $940,316 | $3,399,872 | $570,544 | $2,829,328 |
| June 30, 2024 | 990 | $2,562,018 | $2,750,569 | -$188,551 | $2,437,313 | $548,301 | $1,889,012 |
| June 30, 2023 | 990 | $3,281,635 | $3,430,763 | -$149,128 | $2,316,915 | $322,697 | $1,994,218 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $3,127,316
- Program service revenue
- $119,578
- Investment income
- $20,573
- Net gain from sales of assets
- $20,573
- Net income from fundraising events
- $207,221
- Other revenue
- $207,221
Expenses
- Grants and similar amounts paid
- $895,414
- Compensation of officers, directors and key employees
- $97,325
- Salaries, compensation and benefits (total)
- $750,638
- Professional fundraising fees
- $0
- Accounting fees
- $109,470
- Occupancy
- $131,686
- Travel
- $22,216
- Depreciation
- $11,642
- Program services (functional)
- $1,859,473
- Management and general (functional)
- $140,905
- Fundraising (functional)
- $533,994
Balance sheet and other
- Total assets, start of year
- $2,437,313
- Total assets, end of year
- $3,399,872
- Total liabilities, end of year
- $570,544
- Net assets, end of year
- $2,829,328
- Land, buildings and equipment
- $142,544
- Publicly traded securities
- $1,205,452
- Net assets without donor restrictions
- $2,641,160
- Net assets with donor restrictions
- $188,168
- Gross receipts
- $3,750,882
- Employees
- 15
- Volunteers
- 1,156
- Year formed
- 1926
- State of legal domicile
- AL
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JUSTINE BIXLER | PRESIDENT & CEO Officer | 55 | $97,325 |
| AUDRA HARPER | BOARD CHAIR Trustee or director, Officer | 5 | $0 |
| JOE CALAGAZ | BOARD VICE CHAIR Trustee or director, Officer | 5 | $0 |
| AMY BALDWIN | BOARD SECRETARY Trustee or director, Officer | 5 | $0 |
| ANNA GOLDMAN | FINANCE CHAIR Trustee or director, Officer | 5 | $0 |
| GLYN AGNEW | COMMUNITY IMPACT CHAIR Trustee or director, Officer | 5 | $0 |
| DR ANDI M KENT | IMMEDIATE PAST CHAIR Trustee or director, Officer | 5 | $0 |
| BRETT ALLRED | TRUSTEE Trustee or director | 2 | $0 |
| GUILLERMO BELLOSO | TRUSTEE Trustee or director | 2 | $0 |
| RONNIE BLOODWORTH | TRUSTEE Trustee or director | 2 | $0 |
| KANDACE BREELAND | TRUSTEE Trustee or director | 2 | $0 |
| NICHOLE EDWARDS | TRUSTEE Trustee or director | 2 | $0 |
| CHRIS ESFELLER | CAMPAIGN CHAIR Trustee or director | 5 | $0 |
| JOHN GARRETT | TRUSTEE Trustee or director | 2 | $0 |
| BOB GRIP | TRUSTEE Trustee or director | 2 | $0 |
11 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TECKIE HINKENBEIN | TRUSTEE Trustee or director | 2 | $0 |
| EASTON LAMBERT | TRUSTEE Trustee or director | 2 | $0 |
| MICHI LUNCEFORD | TRUSTEE Trustee or director | 2 | $0 |
| DANA MAYO | TRUSTEE Trustee or director | 2 | $0 |
| EDWARD H O'GWYNN III | TRUSTEE Trustee or director | 2 | $0 |
| AIMEE RISSER | TRUSTEE Trustee or director | 2 | $0 |
| STEVE ROCKWELL | TRUSTEE Trustee or director | 2 | $0 |
| H RUDD SCHULTZE | TRUSTEE Trustee or director | 2 | $0 |
| JENNIFER SUSMAN | TRUSTEE Trustee or director | 2 | $0 |
| GEORGE TALBOT | TRUSTEE Trustee or director | 2 | $0 |
| STACY FERGUSON | TRUSTEE Trustee or director | 2 | $0 |
990 for the year ended June 30, 2024: 30 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JILL CHENOWETH | FORMER PRESIDENT & CEO Officer | 55 | $94,664 |
| JUSTINE BIXLER | PRESIDENT & CEO Officer | 55 | $80,827 |
| MICHI LUNCEFORD | FORMER CFO Trustee or director, Officer | 55 | $35,003 |
| ROBERT MATTHEWS | IMMEDIATE PAST CHAIR Trustee or director, Officer | 5 | $0 |
| MAHESH BATAVIA | BOARD CHAIR Trustee or director, Officer | 5 | $0 |
| ANNA GOLDMAN | TREASURER Trustee or director, Officer | 5 | $0 |
| AUDRA HARPER | SECRETARY Trustee or director, Officer | 5 | $0 |
| GLYN AGNEW | COMMUNITY IMPACT CHAIR Trustee or director | 5 | $0 |
| GUILLERMO BELLOSO | TRUSTEE Trustee or director | 2 | $0 |
| MARK J BURNETT JR | LABOR CHAIR Trustee or director | 5 | $0 |
| JOE CALAGAZ | TRUSTEE Trustee or director | 2 | $0 |
| MELISSA CROSS | TRUSTEE Trustee or director | 2 | $0 |
| BOB GRIP | TRUSTEE Trustee or director | 2 | $0 |
| DR RITESH GUPTA | TRUSTEE Trustee or director | 2 | $0 |
| NICK HARRELL | TRUSTEE Trustee or director | 2 | $0 |
| BO KEAHEY | TRUSTEE Trustee or director | 2 | $0 |
| DR ANDI M KENT | VICE CHAIR Trustee or director, Officer | 5 | $0 |
| SHARON MOFFATT | TRUSTEE Trustee or director | 2 | $0 |
| JESSICA ODOM | TRUSTEE Trustee or director | 2 | $0 |
| BUBBA O'GWYNN | TRUSTEE Trustee or director | 2 | $0 |
| H RUDD SCHULTZE | TRUSTEE Trustee or director | 2 | $0 |
| MICHAEL STRICKLER | TRUSTEE Trustee or director | 2 | $0 |
| MICHAEL TOOMEY | TRUSTEE Trustee or director | 2 | $0 |
| CHRISTIAN WHITE | TRUSTEE Trustee or director | 2 | $0 |
| AMY BALDWIN | TRUSTEE Trustee or director | 2 | $0 |
| RONNIE BLOODWORTH | TRUSTEE Trustee or director | 2 | $0 |
| NICHOLE EDWARDS | TRUSTEE Trustee or director | 2 | $0 |
| EASTON LAMBERT | TRUSTEE Trustee or director | 2 | $0 |
| STEVE ROCKWELL | TUSTEE Trustee or director | 2 | $0 |
| GEORGE TALBOT | TRUSTEE Trustee or director | 2 | $0 |
990 for the year ended June 30, 2023: 31 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JILL CHENOWETH | FORMER PRESIDENT & CEO Officer | 55 | $99,923 |
| MICHI LUNCEFORD | FORMER CFO Officer | 55 | $67,529 |
| JUSTINE BIXLER | PRESIDENT & CEO Officer | 55 | $57,600 |
| ROBERT MATTHEWS | BOARD CHAIR Trustee or director, Officer | 5 | $0 |
| MAHESH BATAVIA | VICE CHAIR/CAMPAIGN CHAIR Trustee or director, Officer | 5 | $0 |
| ANNA GOLDMAN | TREASURER Trustee or director, Officer | 5 | $0 |
| AUDRA HARPER | SECRETARY Trustee or director, Officer | 5 | $0 |
| BRENT BARKIN | IMMEDIATE PAST CHAIR Trustee or director, Officer | 5 | $0 |
| GLYN AGNEW | COMMUNITY IMPACT CHAIR Trustee or director | 5 | $0 |
| GUILLERMO BELLOSO | TRUSTEE Trustee or director | 2 | $0 |
| WALTER BRAND | TRUSTEE Trustee or director | 2 | $0 |
| MARK J BURNETT JR | TRUSTEE Trustee or director | 2 | $0 |
| JOE CALAGAZ | TRUSTEE Trustee or director | 2 | $0 |
| MELISSA CROSS | TRUSTEE Trustee or director | 2 | $0 |
| BOB GRIP | TRUSTEE Trustee or director | 2 | $0 |
| DR RITESH GUPTA | TRUSTEE Trustee or director | 2 | $0 |
| NICK HARRELL | TRUSTEE Trustee or director | 2 | $0 |
| J GUY HELMSING | TRUSTEE Trustee or director | 2 | $0 |
| BO KEAHEY | TRUSTEE Trustee or director | 2 | $0 |
| DR ANDI M KENT | TRUSTEE Trustee or director | 2 | $0 |
| RICK LAMBERT | LABOR CHAIR Trustee or director | 2 | $0 |
| BO MATTEI | TRUSTEE Trustee or director | 2 | $0 |
| SHARON MOFFATT | TRUSTEE Trustee or director | 2 | $0 |
| JESSICA ODOM | TRUSTEE Trustee or director | 2 | $0 |
| BUBBA O'GWYNN | TRUSTEE Trustee or director | 2 | $0 |
| H RUDD SCHULTZE | TRUSTEE Trustee or director | 2 | $0 |
| JEFF ST CLAIR | TRUSTEE Trustee or director | 2 | $0 |
| MICHAEL STRICKLER | TRUSTEE Trustee or director | 2 | $0 |
| MICHAEL TOOMEY | TRUSTEE Trustee or director | 2 | $0 |
| CHRISTIAN WHITE | CAMPAIGN CO-CHAIR Trustee or director | 2 | $0 |
| KELLY C WOODFORD | TRUSTEE Trustee or director | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 218 SAINT FRANCIS ST, MOBILE, AL 36602-2913
- Principal officer (990 for 2024)
- JUSTINE BIXLER, 218 SAINT FRANCIS STREET, MOIBLE, AL 36602
- Signed the 990
- JUSTINE BIXLER, PRESIDENT
- Phone
- (251) 431-0134
- Website
- WWW.UWSWA.ORG
- Return prepared by
- THE KBA GROUP PC
Mission
TO IMPROVE THE QUALITY OF LIFE IN THE COMMUNITY.
Program accomplishments
- THE ORGANIZATION MAKES GRANT ALLOCATIONS TO VARIOUS HEALTH AND HUMAN SERVICE ORGANIZATIONS IN CHOCTAW, CLARKE, MOBILE AND WASHINGTON COUNTIES IN SUPPORT OF OUR FOUR BUILDING BLOCKS: HEALTH, EDUCATION, FINANCIAL STABILITY, AND ACCESS TO LIFE'S BASIC ESSENTIALS LIKE FOOD, CLOTHING, AND SHELTER. 254,380 PEOPLE BENEFIT FROM SOCIAL SERVICES AS A RESULT OF UNITED WAY'S FINANCIAL INVESTMENT IN THE COMMUNITY.Expenses $895,414 · grants $895,414
- UNITED WAY 211 - THE ORGANIZATION OPERATES A HEALTH AND HUMAN SERVICES HOTLINE CONNECTING CALLERS TO LOCAL NON-PROFITS THAT PROVIDE FREE AND CONFIDENTAL REFERRALS TO INDIVIDUALS SEEKING SOCIAL SERVICES. 14,710 CALLS WERE RECEIVED IN CHOCTAW, CLARKE, MOBILE AND WASHINGTON COUNTIES WITH 33,026 REFERRALS TO SERVICE PROVIDERS.Expenses $92,271
- THE BASICS - THE BASICS INSIGHTS MESSAGING PROGRAM HELPS PARENTS AND CAREGIVERS INCORPORATE EARLY CHILDHOOD LEARNING INTO EVERYDAY ROUTINES. SIMPLE, SCIENCE-BASED TIPS AND ACTIVITIES SUPPORT CHILDREN'S SOCIAL, EMOTIONAL, AND COGNITIVE DEVELOPMENT FROM BIRTH THROUGH AGE FIVE. 1,283 PARENTS AND CHILDREN WERE SERVED THROUGH THE PROGRAM.Expenses $84,363
- Expenses $787,425
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 63-0351568
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1958
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T700)
- Assets (IRS master file)
- $3,399,872
- Income (IRS master file)
- $3,750,882
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $3,474,688 | $2,534,372 | $3,399,872 | XML |
| 990 | June 2024 | $2,562,018 | $2,750,569 | $2,437,313 | XML |
| 990 | June 2023 | $3,281,635 | $3,430,763 | $2,316,915 | XML |
| 990 | June 2022 | $3,674,895 | $3,765,576 | $2,513,376 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 63-0351568).
Questions about UNITED WAY OF SOUTHWEST ALABAMA INC
- What is the EIN of UNITED WAY OF SOUTHWEST ALABAMA INC?
- The employer identification number (EIN) of UNITED WAY OF SOUTHWEST ALABAMA INC is 63-0351568.
- Is UNITED WAY OF SOUTHWEST ALABAMA INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1958.
- Are donations to UNITED WAY OF SOUTHWEST ALABAMA INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does UNITED WAY OF SOUTHWEST ALABAMA INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of UNITED WAY OF SOUTHWEST ALABAMA INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UNITED WAY OF SOUTHWEST ALABAMA INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of UNITED WAY OF SOUTHWEST ALABAMA INC?
- The 990 for the year ended June 30, 2025 names JUSTINE BIXLER.
- Who are the officers and directors of UNITED WAY OF SOUTHWEST ALABAMA INC?
- The 990 for the year ended June 30, 2025 lists 26 people; 1 received compensation from the organization, the highest $97,325 (JUSTINE BIXLER, PRESIDENT & CEO).
- How much revenue does UNITED WAY OF SOUTHWEST ALABAMA INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $3,474,688, expenses of $2,534,372 and total assets of $3,399,872 at year end.
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All nonprofits in MOBILE · Alabama · Philanthropy, voluntarism and grantmaking foundations