Nonprofit · EIN 63-0358762
UNITED WAY OF MORGAN COUNTY
Tax-exempt · DECATUR, AL 35602
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $1,007,416 | $985,183 | $22,233 | $1,269,327 | $635,457 | $633,870 |
| June 30, 2024 | 990 (amended) | $1,075,159 | $1,008,591 | $66,568 | $1,345,945 | $734,308 | $611,637 |
| June 30, 2023 | 990 (amended) | $1,145,308 | $907,101 | $238,207 | $1,250,295 | $705,226 | $545,069 |
| June 30, 2022 | 990 (amended) | $947,413 | $1,286,197 | -$338,784 | $1,644,648 | $1,337,786 | $306,862 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $979,156
- Program service revenue
- $1,625
- Investment income
- $2,314
- Net income from fundraising events
- $24,321
- Other revenue
- $24,321
Expenses
- Grants and similar amounts paid
- $489,693
- Other salaries and wages
- $229,025
- Salaries, compensation and benefits (total)
- $294,394
- Professional fundraising fees
- $0
- Occupancy
- $19,658
- Travel
- $4,790
- Depreciation
- $15,162
- Program services (functional)
- $764,761
- Management and general (functional)
- $139,980
- Fundraising (functional)
- $80,442
Balance sheet and other
- Total assets, start of year
- $1,345,945
- Total assets, end of year
- $1,269,327
- Total liabilities, end of year
- $635,457
- Net assets, end of year
- $633,870
- Land, buildings and equipment
- $392,599
- Net assets without donor restrictions
- $460,805
- Net assets with donor restrictions
- $173,065
- Gross receipts
- $1,042,749
- Employees
- 8
- Volunteers
- 80
- Year formed
- 1940
- 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 |
|---|---|---|---|
| DANIEL CULPEPPER | BOARD MEMBER Trustee or director | – | $0 |
| DR MELISSA SCOTT | BOARD MEMBER Trustee or director | – | $0 |
| STACI DUTTON | BOARD MEMBER Trustee or director | – | $0 |
| LINDSEY FISH | BOARD MEMBER Trustee or director | – | $0 |
| JEFF GILLIAM | IMMEDIATE PA Trustee or director, Officer | – | $0 |
| ANDREA GULLION | BOARD MEMBER Trustee or director | – | $0 |
| CLAUDIA HODGKINS | BOARD MEMBER Trustee or director | – | $0 |
| JOE HOLMES | CHAIRMAN Trustee or director, Officer | – | $0 |
| JOANNA JORDAN | BOARD MEMBER Trustee or director | – | $0 |
| CAROL KIRBY | BOARD SECRET Trustee or director, Officer | – | $0 |
| MARY JANE MITCHELL | SECRETARY Trustee or director, Officer | – | $0 |
| BETH RIGONI | BOARD MEMBER Trustee or director | – | $0 |
| SARAH SMITH | CHAIR ELECT Trustee or director | – | $0 |
| SABRINA TERRY | BOARD MEMBER Trustee or director | – | $0 |
| TRACY THORNTON | BOARD MEMBER Trustee or director | – | $0 |
1 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DARRELL WATES | TREASURER Trustee or director, Officer | – | $0 |
990 for the year ended June 30, 2024: 20 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KATHLEEN ROSS | PRESIDENT / Officer | 40 | $84,802 |
| ALLEN STOVER | BOARD MEMBER Trustee or director | – | $0 |
| TOM APSE | CHAIR ELECT Trustee or director | – | $0 |
| MIKE BRYANT | BOARD MEMBER Trustee or director | – | $0 |
| ANITA CLARKE | BOARD MEMBER Trustee or director | – | $0 |
| LEIFJE DIGHTON | BOARD MEMBER Trustee or director | – | $0 |
| BRAD EVANS | BOARD MEMBER Trustee or director | – | $0 |
| JEFF GILLIAM | BOARD CHAIR Trustee or director, Officer | – | $0 |
| RENEE GREENHILL | BOARD MEMBER Trustee or director | – | $0 |
| LENDON HAGGARD | BOARD MEMBER Trustee or director | – | $0 |
| BRENDAN MCCORMICK | BOARD MEMBER Trustee or director | – | $0 |
| CLAUDETTE OWENS | BOARD SECRET Trustee or director, Officer | – | $0 |
| CHLOE PATTERSON | BOARD MEMBER Trustee or director | – | $0 |
| BETH RIGONI | BOARD MEMBER Trustee or director | – | $0 |
| SABRINA TERRY | BOARD MEMBER Trustee or director | – | $0 |
| TRACY THORNTON | BOARD MEMBER Trustee or director | – | $0 |
| DARRELL WATES | TREASURER Trustee or director, Officer | – | $0 |
| BRANDON WATKINS | BOARD MEMBER Trustee or director | – | $0 |
| JANELLE WELCH | BOARD MEMBER Trustee or director | – | $0 |
| MEAGAN YARBROUGH | BOARD MEMBER Trustee or director | – | $0 |
990 for the year ended June 30, 2023: 26 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KATHLEEN ROSS | PRESIDENT/CE Trustee or director, Officer | 40 | $85,526 |
| BILLY ALLEN | BOARD MEMBER Trustee or director | – | $0 |
| ALLEN STOVER | BOARD MEMBER Trustee or director | – | $0 |
| ANITA CLARK | BOARD MEMBER Trustee or director | – | $0 |
| CLAUDIA COMPTION | IMMEDIATE PA Trustee or director, Officer | – | $0 |
| DAN CULPEPPER | BOARD MEMBER Trustee or director | – | $0 |
| MIKE EMMERSON | BOARD MEMBER Trustee or director | – | $0 |
| RENEE GREENHILL | BOARD MEMBER Trustee or director | – | $0 |
| LENDON HAGGARD | BOARD MEMBER Trustee or director | – | $0 |
| BETH HALES | BOARD MEMBER Trustee or director | – | $0 |
| JOE HOLMES | BOARD MEMBER Trustee or director | – | $0 |
| BRUCE JONES | BOARD MEMBER Trustee or director | – | $0 |
| BILLY KENNEDY | BOARD MEMBER Trustee or director | – | $0 |
| MARY JANE MITCHELL | BOARD MEMBER Trustee or director | – | $0 |
| CLAUDETTE OWENS | CHAIR ELECT Trustee or director, Officer | – | $0 |
| CHOLE PATTERSON | BOARD MEMBER Trustee or director | – | $0 |
| KELLI POWERS | BOARD MEMBER Trustee or director | – | $0 |
| SARAH SMITH | BOARD MEMBER Trustee or director | – | $0 |
| SANDRA STEPHENSON | BOARD MEMBER Trustee or director | – | $0 |
| WENDY TAYLOR | CHAIR Trustee or director, Officer | – | $0 |
| MICHELE TERRY | BOARD MEMBER Trustee or director | – | $0 |
| TRACY THORNTON | BOARD MEMBER Trustee or director | – | $0 |
| ANNA BETH TRAGLIA | BOARD MEMBER Trustee or director | – | $0 |
| DARRELL WATES | TREASURER Trustee or director, Officer | – | $0 |
| DONNA WHITTEN | SECRETARY Trustee or director, Officer | – | $0 |
| MEAGAN YARBROUGH | BOARD MEMBER Trustee or director | – | $0 |
990 for the year ended June 30, 2022: 27 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KATHLEEN ROSS | PRESIDENT/CE Trustee or director, Officer | 40 | $83,466 |
| BILLY ALLEN | BOARD MEMBER Trustee or director | – | $0 |
| ALLEN STOVER | BOARD MEMBER Trustee or director | – | $0 |
| ANITA CLARK | BOARD MEMBER Trustee or director | – | $0 |
| CLAUDIA COMPTION | IMMEDIATE PA Trustee or director, Officer | – | $0 |
| DAN CULPEPPER | BOARD MEMBER Trustee or director | – | $0 |
| MIKE EMMERSON | BOARD MEMBER Trustee or director | – | $0 |
| RENEE GREENHILL | BOARD MEMBER Trustee or director | – | $0 |
| LENDON HAGGARD | BOARD MEMBER Trustee or director | – | $0 |
| BETH HALES | BOARD MEMBER Trustee or director | – | $0 |
| JOE HOLMES | BOARD MEMBER Trustee or director | – | $0 |
| BRUCE JONES | BOARD MEMBER Trustee or director | – | $0 |
| MARY JANE MITCHELL | BOARD MEMBER Trustee or director | – | $0 |
| CLAUDETTE OWENS | CHAIR ELECT Trustee or director, Officer | – | $0 |
| CHOLE PATTERSON | BOARD MEMBER Trustee or director | – | $0 |
| KELLI POWERS | BOARD MEMBER Trustee or director | – | $0 |
| SARAH SMITH | BOARD MEMBER Trustee or director | – | $0 |
| SANDRA STEPHENSON | BOARD MEMBER Trustee or director | – | $0 |
| WENDY TAYLOR | CHAIR Trustee or director, Officer | 2 | $0 |
| MICHELE TERRY | BOARD MEMBER Trustee or director | – | $0 |
| TRACY THORNTON | BOARD MEMBER Trustee or director | – | $0 |
| ANNA BETH TRAGLIA | BOARD MEMBER Trustee or director | – | $0 |
| DARRELL WATES | TREASURER Trustee or director, Officer | 2 | $0 |
| BRANDON WATKINS | BOARD MEMBER Trustee or director | – | $0 |
| JANELLE WELCH | BOARD MEMBER Trustee or director | – | $0 |
| DONNA WHITTEN | SECRETARY Trustee or director, Officer | – | $0 |
| MEAGAN YARBROUGH | BOARD MEMBER Trustee or director | – | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1058, DECATUR, AL 35602-1058
- Principal officer (990 for 2024)
- JOE HOLMES
- Signed the 990
- JOE HOLMES, CHAIRMAN
- Phone
- (256) 353-6643
- Website
- WWW.UWMCAL.ORG
- Return prepared by
- BYRD SMALLEY & ADAMS PC
Mission
FUNDS DISTRIBUTION
Program accomplishments
- THE COLLECTION OF CONTRIBUTIONS, GIFTS AND GRANTS AND SUBSEQUENT DISTRIBUTION TO MEMBER ORGANIZATIONS.Expenses $764,761 · grants $489,693
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
- 63-0358762
- 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
- 1956
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T70Z)
- Assets (IRS master file)
- $1,269,327
- Income (IRS master file)
- $1,042,749
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $1,007,416 | $985,183 | $1,269,327 | IRS |
| 990 | June 2024 | $1,075,159 | $1,008,591 | $1,345,945 | XML |
| 990 | June 2023 | $1,145,308 | $907,101 | $1,250,295 | IRS |
| 990 | June 2022 | $947,413 | $1,286,197 | $1,644,648 | XML |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | 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 63-0358762).
Questions about UNITED WAY OF MORGAN COUNTY
- What is the EIN of UNITED WAY OF MORGAN COUNTY?
- The employer identification number (EIN) of UNITED WAY OF MORGAN COUNTY is 63-0358762.
- Is UNITED WAY OF MORGAN COUNTY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1956.
- Are donations to UNITED WAY OF MORGAN COUNTY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does UNITED WAY OF MORGAN COUNTY 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 MORGAN COUNTY 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 MORGAN COUNTY 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 MORGAN COUNTY?
- The 990 for the year ended June 30, 2025 names JOE HOLMES.
- Who are the officers and directors of UNITED WAY OF MORGAN COUNTY?
- The 990 for the year ended June 30, 2025 lists 16 people; 0 received compensation from the organization.
- How much revenue does UNITED WAY OF MORGAN COUNTY have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $1,007,416, expenses of $985,183 and total assets of $1,269,327 at year end.
Other nonprofits in DECATUR
- COMMUNITY ACTION PARTNERSHIP OF NORTH ALABAMA INC EIN 63-0514875 · last filed 990 for 2024
- DECATUR CITY SCHOOLS FOUNDATION EIN 58-2004353 · last filed 990 for 2025
- GILLETTE FAMILY FOUNDATION EIN 47-6813362 · last filed 990-PF for 2025
- EARL FOUNDATION EIN 63-1216290 · last filed 990-PF for 2025
- THE MELVIN AND VIRGINIA HUTSON FOUNDATION EIN 63-0885492 · last filed 990-PF for 2024
- GREENPOINT FOUNDATION INC EIN 88-1414904 · last filed 990-PF for 2025
- DECATUR MORGAN COUNTY MINORITY DEVELOPMENT ASSN EIN 63-1104566 · last filed 990 for 2025
- SOLLEY FOUNDATION EIN 26-3659563 · last filed 990-PF for 2025
All nonprofits in DECATUR · Alabama · Philanthropy, voluntarism and grantmaking foundations