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The United Way of Southwest ALabama, Inc.

Details

Name: The United Way of Southwest ALabama, Inc.
Jurisdiction: Alabama
Legal type: Domestic Non-Profit Corporation
Status: Exists
Date of registration: 31 Jan 1955 (70 years ago)
Entity Number: 000-732-351
Register Number: 000732351
Historical Names: United Fund of Mobile County, Inc.
ZIP code: 36601
County: Mobile
Place of Formation: Mobile County
Principal Address: MOBILE, AL
Registered Office Street Address: 218 ST FRANCIS STREETMOBILE, AL 36601

Activities CHARITABLE

Commercial and government entity program

CAGE number Status Type Established CAGE Update Date CAGE Expiration SAM Expiration
4RRQ3 Obsolete Non-Manufacturer 2007-05-21 2022-11-24 No data 2022-11-24

Contact Information

POC MICHI G. LUNCEFORD
Phone +1 251-431-0125
Fax +1 251-431-0120
Address 218 SAINT FRANCIS ST, MOBILE, AL, 36602 2913, UNITED STATES

Ownership of Offeror Information

Highest Level Owner Information not Available
Immediate Level Owner Information not Available
List of Offerors (0) Information not Available

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
UNITED WAY OF SW ALABAMA, INC. RET PLAN 2023 630351568 2024-09-18 THE UNITED WAY OF SOUTHWEST ALABAMA, INC. 27
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1993-01-01
Business code 813000
Sponsor’s telephone number 2514310134
Plan sponsor’s address 218 ST. FRANCIS STREET, MOBILE, AL, 36602

Signature of

Role Plan administrator
Date 2024-09-18
Name of individual signing JUSTINE HERLIHY BIXLER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-09-18
Name of individual signing JUSTINE HERLIHY BIXLER
Valid signature Filed with authorized/valid electronic signature
UNITED WAY OF SW ALABAMA, INC. RET PLAN 2022 630351568 2023-10-04 THE UNITED WAY OF SOUTHWEST ALABAMA, INC. 24
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1993-01-01
Business code 813000
Sponsor’s telephone number 2514310125
Plan sponsor’s address 218 ST. FRANCIS STREET, MOBILE, AL, 36602

Signature of

Role Plan administrator
Date 2023-10-04
Name of individual signing JUSTINE BIXLER
Role Employer/plan sponsor
Date 2023-10-04
Name of individual signing JUSTINE BIXLER
UNITED WAY OF SW ALABAMA, INC. RET PLAN 2021 630351568 2022-09-28 THE UNITED WAY OF SOUTHWEST ALABAMA, INC. 26
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1993-01-01
Business code 813000
Sponsor’s telephone number 2514310125
Plan sponsor’s address 218 ST. FRANCIS STREET, MOBILE, AL, 36602

Signature of

Role Plan administrator
Date 2022-09-28
Name of individual signing MICHI G LUNCEFORD
UNITED WAY OF SW ALABAMA, INC. RET PLAN 2020 630351568 2021-10-15 THE UNITED WAY OF SOUTHWEST ALABAMA, INC. 25
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1993-01-01
Business code 813000
Sponsor’s telephone number 2514310125
Plan sponsor’s address 218 ST. FRANCIS STREET, MOBILE, AL, 36602

Signature of

Role Plan administrator
Date 2021-10-15
Name of individual signing MICHI LUNCEFORD
Role Employer/plan sponsor
Date 2021-10-15
Name of individual signing MICHI LUNCEFORD
THE UNITED WAY OF SOUTHWEST ALABAMA, INC RETIREMENT PLAN 2019 630351568 2020-07-30 THE UNITED WAY OF SOUTHWEST ALABAMA, INC. 25
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1993-01-01
Business code 813000
Sponsor’s telephone number 2514310125
Plan sponsor’s address 218 ST. FRANCIS STREET, MOBILE, AL, 36602

Signature of

Role Plan administrator
Date 2020-07-30
Name of individual signing MICHI LUNCEFORD
Role Employer/plan sponsor
Date 2020-07-30
Name of individual signing MICHI LUNCEFORD
THE UNITED WAY OF SOUTHWEST ALABAMA, INC RETIREMENT PLAN 2018 630351568 2019-08-26 THE UNITED WAY OF SOUTHWEST ALABAMA, INC. 22
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1993-01-01
Business code 813000
Sponsor’s telephone number 2514333624
Plan sponsor’s address 218 ST. FRANCIS STREET, MOBILE, AL, 36602

Signature of

Role Plan administrator
Date 2019-08-26
Name of individual signing MICHI LUNCEFORD
THE UNITED WAY OF SOUTHWEST ALABAMA, INC RETIREMENT PLAN 2017 630351568 2018-09-19 THE UNITED WAY OF SOUTHWEST ALABAMA, INC. 25
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1993-01-01
Business code 813000
Sponsor’s telephone number 2514333624
Plan sponsor’s address 218 ST. FRANCIS STREET, MOBILE, AL, 36602

Signature of

Role Plan administrator
Date 2018-09-19
Name of individual signing LARRY DAVIS
Role Employer/plan sponsor
Date 2018-09-19
Name of individual signing LARRY DAVIS
THE UNITED WAY OF SOUTHWEST ALABAMA, INC RETIREMENT PLAN 2016 630351568 2017-09-20 THE UNITED WAY OF SOUTHWEST ALABAMA, INC. 25
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1993-01-01
Business code 813000
Sponsor’s telephone number 2514333624
Plan sponsor’s address 218 ST. FRANCIS STREET, MOBILE, AL, 36602

Signature of

Role Plan administrator
Date 2017-09-20
Name of individual signing LARRY DAVIS
Role Employer/plan sponsor
Date 2017-09-20
Name of individual signing LARRY DAVIS
THE UNITED WAY OF SOUTHWEST ALABAMA, INC RETIREMENT PLAN 2015 630351568 2016-07-01 THE UNITED WAY OF SOUTHWEST ALABAMA, INC 26
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1993-01-01
Business code 813000
Sponsor’s telephone number 2514333624
Plan sponsor’s address 218 ST. FRANCIS STREET, MOBILE, AL, 36602

Signature of

Role Plan administrator
Date 2016-07-01
Name of individual signing LARRY DAVIS
Role Employer/plan sponsor
Date 2016-07-01
Name of individual signing LARRY DAVIS
THE UNITED WAY OF SOUTHWEST ALABAMA, INC RETIREMENT PLAN 2014 630351568 2015-07-21 THE UNITED WAY OF SOUTHWEST ALABAMA, INC 24
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1993-01-01
Business code 813000
Sponsor’s telephone number 2514333624
Plan sponsor’s address 218 ST. FRANCIS STREET, MOBILE, AL, 36602

Signature of

Role Plan administrator
Date 2015-07-21
Name of individual signing LARRY S. DAVIS
Role Employer/plan sponsor
Date 2015-07-21
Name of individual signing LARRY S. DAVIS

Agent

Name Role
JOHNSON, JERALD L Agent

Incorporator

Name Role
SMITH, GORDON Incorporator
BEDSOLE, J L Incorporator
BENSON, EARL Incorporator
BROCK, GLEN Incorporator
CHANDLER, R B Incorporator
DELCHAMPS, ALFRED Incorporator
DENNISTON, GEORGE Incorporator

Events

Event Date Event Type Old Value New Value
1991-01-02 Name Merged No data Community Chest of Mobile, Inc.
1991-01-02 Name Change United Fund of Mobile County, Inc. The United Way of Southwest ALabama, Inc.

USAspending Awards. Financial Assistance

FAIN Awarding Agency Assistance Listings Start Date End Date Description
2011GPBX0024 Department of Justice 16.609 - PROJECT SAFE NEIGHBORHOODS 2011-07-01 2013-06-30 SOUTHERN DISTRICT OF AL FY 2011PSN INITIATIVE
Recipient UNITED WAY OF SOUTHWEST ALABAMA
Recipient Name Raw UNITED WAY OF SOUTHWEST ALABAMA
Recipient UEI D48PRDYXTJ88
Recipient DUNS 102073160
Recipient Address P. O. DRAWER 89, MOBILE, MOBILE, ALABAMA, 36601-0089, UNITED STATES
Obligated Amount 63410.00
Non-Federal Funding 0.00
Original Subsidy Cost 0.00
Face Value of Direct Loan 0.00
Link View Page
2010GPBX0052 Department of Justice 16.609 - PROJECT SAFE NEIGHBORHOODS 2010-09-01 2013-08-31 2010 PROJECT SAFE NEIGHBORHOODS INITIATIVE
Recipient UNITED WAY OF SOUTHWEST ALABAMA
Recipient Name Raw UNITED WAY OF SOUTHWEST ALABAMA
Recipient UEI D48PRDYXTJ88
Recipient DUNS 102073160
Recipient Address P. O. DRAWER 89, MOBILE, MOBILE, ALABAMA, 36601-0089, UNITED STATES
Obligated Amount 69293.00
Non-Federal Funding 0.00
Original Subsidy Cost 0.00
Face Value of Direct Loan 0.00
Link View Page
2009GPBX0050 Department of Justice 16.609 - PROJECT SAFE NEIGHBORHOODS 2009-10-01 2011-09-30 2009 PROJECT SAFE NEIGHBORHOOD INITIATIVE
Recipient UNITED WAY OF SOUTHWEST ALABAMA
Recipient Name Raw UNITED WAY OF SOUTHWEST ALABAMA
Recipient Address P. O. DRAWER 89, MOBILE, MOBILE, ALABAMA, 36601-0089, UNITED STATES
Obligated Amount 67835.00
Non-Federal Funding 0.00
Original Subsidy Cost 0.00
Face Value of Direct Loan 0.00
Link View Page
2008GPCX0003 Department of Justice 16.609 - PROJECT SAFE NEIGHBORHOODS 2008-09-01 2011-08-31 SOUTHERN DISTRICT OF ALABAMA'S PROJECT SAFE NEIGHBORHOODS INITIATIVE
Recipient UNITED WAY OF SOUTHWEST ALABAMA
Recipient Name Raw UNITED WAY OF SOUTHWEST ALABAMA
Recipient UEI D48PRDYXTJ88
Recipient DUNS 102073160
Recipient Address P. O. DRAWER 89, MOBILE, MOBILE, ALABAMA, 36601-0089, UNITED STATES
Obligated Amount 75613.00
Non-Federal Funding 0.00
Original Subsidy Cost 0.00
Face Value of Direct Loan 0.00
Link View Page

Tax Exempt

EIN Type of Organization Exempt Organization Status Address Ruling Date
63-0351568 Corporation Unconditional Exemption PO BOX 89, MOBILE, AL, 36601-0089 1958-03
In Care of Name -
Group Exemption Number 0000
Subsection Charitable Organization, Educational Organization, Literary Organization, Organization to Prevent Cruelty to Animals, Organization to Prevent Cruelty to Children, Organization for Public Safety Testing, Religious Organization, Scientific Organization
Affiliation Independent - This code is used if the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Classification Government Instrumentality, Title-Holding Corporation, Charitable Organization, Agricultural Organization, Board of Trade, Pleasure, Recreational, or Social Club, Fraternal Beneficiary Society, Order or Association, Voluntary Employees' Beneficiary Association (Non-Govt. Emps.), Domestic Fraternal Societies and Associations, Teachers Retirement Fund Assoc., Benevolent Life Insurance Assoc., Burial Association, Credit Union, Mutual Insurance Company or Assoc. Other Than Life or Marine, Corp. Financing Crop Operations, Supplemental Unemployment Compensation Trust or Plan, Employee Funded Pension Trust (Created Before 6/25/59), Post or Organization of War Veterans, Legal Service Organization, Black Lung Trust, Multiemployer Pension Plan, Veterans Assoc. Formed Prior to 1880, Trust Described in Sect. 4049 of ERISA, Title Holding Co. for Pensions, etc., State-Sponsored High Risk Health Insurance Organizations, State-Sponsored Workers' Compensation Reinsurance, ACA 1322 Qualified Nonprofit Health Insurance Issuers, Apostolic and Religious Org. (501(d)), Cooperative Hospital Service Organization (501(e)), Cooperative Service Organization of Operating Educational Organization (501(f)), Child Care Organization (501(k)), Charitable Risk Pool, Qualified State-Sponsored Tuition Program, 4947(a)(1) - Private Foundation (Form 990PF Filer)
Deductibility Contributions are deductible.
Foundation Organization that receives a substantial part of its support from a governmental unit or the general public 170(b)(1)(A)(vi)
Tax Period 2024-06
Asset 1,000,000 to 4,999,999
Income 1,000,000 to 4,999,999
Filing Requirement 990 (all other) or 990EZ return
PF Filing Requirement No 990-PF return
Accounting Period Jun
Asset Amount 2437313
Income Amount 3035035
Form 990 Revenue Amount 2562018
National Taxonomy of Exempt Entities -
Sort Name -

Publication 78 Data

Description Organizations eligible to receive tax-deductible charitable contributions. Users may rely on this list in determining deductibility of their contributions.
On Publication 78 Data List Yes
Deductibility Type of organization and use of contribution: A public charity. Deductibility Limitation: 50% (60% for cash contributions)

Copies of Returns (990, 990-EZ, 990-PF, 990-T)

Organization Name UNITED WAY OF SOUTHWEST ALABAMA INC
EIN 63-0351568
Tax Period 202306
Filing Type E
Return Type 990
File View File
Organization Name UNITED WAY OF SOUTHWEST ALABAMA INC
EIN 63-0351568
Tax Period 202206
Filing Type E
Return Type 990
File View File
Organization Name UNITED WAY OF SOUTHWEST ALABAMA INC
EIN 63-0351568
Tax Period 202106
Filing Type E
Return Type 990
File View File
Organization Name UNITED WAY OF SOUTHWEST ALABAMA INC
EIN 63-0351568
Tax Period 202006
Filing Type E
Return Type 990
File View File
Organization Name UNITED WAY OF SOUTHWEST ALABAMA INC
EIN 63-0351568
Tax Period 201906
Filing Type E
Return Type 990
File View File
Organization Name UNITED WAY OF SOUTHWEST ALABAMA INC
EIN 63-0351568
Tax Period 201806
Filing Type E
Return Type 990
File View File
Organization Name UNITED WAY OF SOUTHWEST ALABAMA INC
EIN 63-0351568
Tax Period 201706
Filing Type P
Return Type 990
File View File
Organization Name UNITED WAY OF SOUTHWEST ALABAMA INC
EIN 63-0351568
Tax Period 201703
Filing Type P
Return Type 990
File View File
Organization Name UNITED WAY OF SOUTHWEST ALABAMA INC
EIN 63-0351568
Tax Period 201603
Filing Type E
Return Type 990
File View File

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
5329127004 2020-04-05 0459 PPP 218 SAINT FRANCIS ST, MOBILE, AL, 36602-2913
Loan Status Date 2021-01-12
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 109000
Loan Approval Amount (current) 109000
Undisbursed Amount 0
Franchise Name -
Lender Location ID 434138
Servicing Lender Name ServisFirst Bank
Servicing Lender Address 2500 Woodcrest Place, BIRMINGHAM, AL, 35209-1374
Rural or Urban Indicator U
Hubzone Y
LMI N
Business Age Description Existing or more than 2 years old
Project Address MOBILE, MOBILE, AL, 36602-2913
Project Congressional District AL-01
Number of Employees 11
NAICS code 813319
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Non-Profit Organization
Originating Lender ID 434138
Originating Lender Name ServisFirst Bank
Originating Lender Address BIRMINGHAM, AL
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 109699.42
Forgiveness Paid Date 2020-12-04

Date of last update: 15 Aug 2024

Sources: Alabama Secretary of State