^` = 3 Agenda Item Summary: Item #11-0268

Transcription

Page 1 of 1
Fulton County Board of Commissioners
^` = 3
Agenda Item Summary: Item #11-0268
FULTON COUNTY
April 6, 2011
Commission Districts Affected
Requesting Agency
All
Housing and Human Services Department
Requested Action (Identify appropriate Action or Motion, purpose, cost, tirneframe, etc.)
Request approval of Fulton County member jurisdiction annual dues in the amount of $30,000 to the
Regional Commission on Homelessness.
Requirement for Board Action (Cite specific Board policy, statute or code requirement)
O.C.G.A. § 36-10-1; All official contracts entered into by the County governing authority with other
persons in behalf of the County shall be in writing and entered on its minutes.
Is this Item Goal Related? (If yes, describe how this action meets the specific Board Focus Area or Goal)
Health and Human Services - Provide prevention programs to needy and atrisk populations that enhance quality of life.
(First sentence includes Agency recommendation. Provide an executive summary ofthe action that gives an
overview of the relevant details for the item.)
Summary & Background
The Commission is a collaborative that includes representatives from business, city, county, and
state governments; and the faith and nonprofit communities. Government member jurisdictions
include the City of Atlanta, Clayton, Cobb, DeKalb, Douglas, Fulton, Gwinnett and Rockdale
Counties. The Regional Commission has focused its efforts on executing a regional strategy to
eliminate chronic homelessness in these communities through mental health counseling, drug
addiction and case management services. The jurisdictions have representation on the Commission,
and benefit by their participation in the network of supportive services and housing for the homeless
in metropolitan Atlanta coordinated by the United Way and the Regional Commission on
Homelessness. The Ten Year Plan to End Homelessness Executive Summary includes goals and
objectives for ending chronic homelessness. Each jurisdiction reports to the Commission quarterly
on the progress they have made in achieving the objectives. At these meetings, additional
accomplishments and new innovative strategies and coordination issues are addressed. The
Regional Commission on Homelessness is coordinated through the United Way. The funds support
the operating cost of the Regional Commission.
(Include projected cost, approved budget amount and account number, source of funds, and any future funding
requirements.)
Fiscal Impact / Funding Source
100-183-1835-1160
Exhibits Attached
(Provide copies of originals, number exhibits consecutively, and label all exhibits in the upper right corner.)
Regional Commission on Homelessness and United Way 2011 Update for Fulton County.
Source of Additional Information
(Type Name, Title, Agency and Phone)
Agency Director Approval
County Manager's
Approval
Typed Name and Title
Phone
Troy D. White, Director
Housing and Human Services Department
404-613-7944
Si nature
Date
L)
Revised 03/12/09 (Previous versions are obsolete)
-7Z
The Regional Commission on Homelessness
2011 Update for Fulton County` '`
The Regional Commission on Homelessness (RCOH) has a focus on 4ing ;chronic l gmeAes ess
which includes an integrated system of programs and services that hes'p avnta cnsist st£uatibn or
helps move people into a more stable living environment. The Commission serves seven counties:
Cobb, Gwinnett, Fulton, Clayton, Douglas, Dekalb, Rockdale, and the City of Atlanta. Commissioner
Nancy Boxill, of Fulton, has been a member of the RCOH since the beginning and we appreciate her
strong leadership in addressing issues of homelessness.
Fulton County is an important partner in our work to end chronic homelessness. They have been
instrumental in supporting case managers and partnering to create several projects that have resulted
in greater services to the homeless in Fulton County. The Regional Commission on Homelessness and
United Way of Metropolitan Atlanta (UWMA) are grateful for the support.
The United Way of Metropolitan Atlanta is the legal entity for the RCOH. United Way provides the
staff for the RCOH.
Some of the accomplishments of the RCOH and Fulton County partnership have been:
®
A demonstrative prison discharge project and a unique hospital to home project with over 40
beds and 100 served with a 75% success rate.
•
During the past six years, over 1,448 new supportive housing units have been created in
Fulton County alone (including City of Atlanta).
®
Several outstanding new projects in Fulton County include:
® The first of its kind, Odyssey Villas at Community Concerns, over 30 units for intact
homeless families.
• Eden Village II at City of Refuge, an assessment center for women and children (100
beds)
• Quest Village by Quest 35, Inc. , a Shelter + Care permanent housing for chronically
homeless men (32 beds)
Just 2 of these projects alone have/will receive over $300,000 from the RCOH.
®
Other examples of partners in Fulton County include:
• Nicholas House, Living Room, Another Chance, Community Concerns, Eden Village I
at City of Refuge, - all of whom receive support from United Way and/or RCOH to
provide over 550 beds for homeless men and families.
These projects have also received over $1,000,000 in support over the last 3 years.
There are over 12 other partners that we have supported with financial resources in Fulton County
in the last 2 years.
The role of the Regional Commission on Homelessness is to promote partnerships in the community
in the interest of ending homelessness. We have a staff of 5, which is partly supported by Fulton
County. United Way provides over 75% of the operating cost of RCOH, but our partner jurisdictions
have been providing us with invaluable support over the past years.
If you need more information please contact Protip Biswas, executive director for the Regional
Commission on Homelessness at (404 )527-7237 or pbiswas(crûnitedwayatlanta.org .
Regional Commission on Homelessness
United Way of Metropolitan Atlanta
100 Edgewood Avenue, N.E.
Atlanta, Georgia 30303
LIVE UNITED..
January 31, 2011
Troy D. White,
Director of Human Services
Fulton County Board of Commissioners
137 Peachtree Street, Suite 300
Atlanta, GA 30303
Dear Mr. White,
The Regional Commission on Homelessness (RCOH) is pleased to submit the relevant
information requested for the approval of the annual dues for 2011 by Fulton County
Board of Commissioners.
As you may know the RCOH was formed in 2003 to develop the Blueprint to End
Homelessness and ensure implementation of the strategies identified in the plan. RCOH
is also a catalyst for leveraging resources.
United Way of Metropolitan Atlanta is the legal entity that manages the Regional
Commission on Homelessness. United Way of Metropolitan Atlanta is the fiscal agent
and provides the staff for the RCOH. The RCOH is an Advisory Board of the United
Way of Metropolitan Atlanta. United Way of Metropolitan Atlanta also provides the
majority of the support for the staff of the RCOH. Other support is received from partner
jurisdictions like City of Atlanta, Cobb County, Fulton County and Gwinnett County.
Attached please find the following documents:
a. The annual financial statements of United Way of Metropolitan Atlanta for
2007 and 2008.
b. The budget expenses of the Regional Commission on Homelessness for 2010.
c. Fulton County Re-entry Report
The United Way of Metropolitan Atlanta is the legal entity that manages all the contracts
and documents for the RCOH. Additionally, the United Way of Metropolitan Atlanta is
in compliance with all federal and state guidelines. We are currently administering
several state and federal contracts and are in compliance for all those contracts.
The United Way of Metropolitan Atlanta and the Regional Commission on Homelessness
is very proud to have Fulton County as an important partner in our efforts to end
homelessness. Commissioner Nancy Boxill has been part of our planning and
implementation efforts from the inception and provides active leadership as a member of
the RCOH.
Visit us online at unitedwayatlanta.org
To find or give help, dial 2-1-1
United Way of
Metropolitan Atlanta
Fulton County has been one of the leaders in partnering with us to promote collaboration
and support, in innovative ways. The partnership with the RCOH, City of Atlanta and
other agencies in providing resources for recent projects at City of Refuge, Quest 35, Inc.,
and Community Concerns are excellent examples for all our jurisdictions. Additionally,
the support of case managers (at City of Refuge and other agencies) is a model that is
worth emulating by other jurisdictions.
Please contact me if you need additional information.
Sincerely,
Protip Biswas
Executive Director,
United Way Regional Commission on Homelessness
CC: J. Eaves
J. Garner
f
UL
UNITED WAY OF METROPOLITAN
ATLANTA, INC.
CONSOLIDATED FINANCIAL STATEMENTS
For the Years Ended June 30, 2008 and 2007
UNITED WAY OF METROPOLITA
N ATLANTA, INC.
TABLE OF CONTENTS
June 30, 2008 and 2007
Report of Independent Auditors ......
................. .....................................
................................................ 1-2
Consolidated Statements of Financial
Position ................................................
Consolidated Statements of Activities
............................................................
......................................... 3
Consolidated Statements of Functional
........................................ 4-5
Expenses ................................................
................................. 6-7
Consolidated Statements of Cash Flow
s ............................................................
....................................... 8
Notes to Consolidated Financial Stateme
nts ......................................................
.................................. 9-21
Supplemental Information
Schedule of Expenditures of Federal
and State Awards ..............................
........................
............. 22
Notes to Schedule of Expenditures
of Federal and State Awards ............
......................................... 23
Report on Internal Control over Financia
l Reporting and on
Compliance and Other Matters Based
on an Audit of Financial Statements
Performed in Accordance with Governm
ent Auditing Standards
..............................................
24-25
Report on Compliance with Requiremen
ts Applicable to
Each Major Program and on Internal
Control over Compliance in Accordance with
OMB Circular A-13
3 ......................................................
......................................................
Schedule of Findings and Questioned
Exhibit 1- Management Certifications
...... 26-27
Costs ......................................................
............................................................
.............................. 28
.......................................... 29
fry _i. • r
l
Report of Independent Auditors
The Board of Directors
United Way of Metropolitan Atlanta, Inc.
Atlanta, Georgia
We have audited the accompanying consolidated statements of financial position of United
Way of
Metropolitan Atlanta, Inc. as of June 30, 2008 and 2007, and the related consolidated statemen
ts of
activities, functional expenses and cash flows for the years then ended. These consolidated
financial
statements are the responsibility of United Way of Metropolitan Atlanta, Inc.'s management.
Our
responsibility is to express an opinion on these consolidated financial statements based on our audits.
We conducted our audits in accordance with auditing standards generally accepted in the United
States of
America and the standards applicable to financial audits contained in Government Auditing Standards
,
issued by the Comptroller General of the United States, Those standards require that we plan and
perform
the audits to obtain reasonable assurance about whether the consolidated financial statements
are free of
material misstatement. An audit includes examining, on a test basis, evidence supporting the amounts
and
disclosures in the consolidated financial statements. An audit also includes assessing the accountin
g
principles used and the significant estimates made by management, as well as evaluating
the overall
consolidated financial statement presentation. We believe that our audits provide a reasonab
le basis for
our opinion.
In our opinion, the consolidated financial statements referred to above present fairly,
in all material
respects, the consolidated financial position of United Way of Metropolitan Atlanta, Inc.
as of June 30,
2008 and 2007, and the changes in its net assets and its cash flows for the years then
ended in conformity
with accounting principles generally accepted in the United States of America.
In accordance with Government Auditing Standards, we have also issued our report dated Decembe
r 4,
2008 on our consideration of United Way of Metropolitan Atlanta, Inc.'s internal control over
financial
reporting and on our tests of its compliance with certain provisions of laws, regulations, contracts
, and
grant agreements and other matters. The purpose of that report is to describe the scope of our
testing of
internal control over financial reporting and compliance and the results of that testing, and not to
provide an
opinion on the internal control over financial reporting or on compliance. That report is an integral
part of
an audit performed in accordance with Government Auditing Standards and should be considere
d in
assessing the results of our audits.
Our audits were conducted for the purpose of forming an opinion on the basic financial statemen
ts taken
as a whole. The additional information in Exhibit 1 on page 28 is presented for purposes of
additional
analysis and is not a required part of the basic consolidated financial statements. The informatio
n in
Exhibit 1, which is of a non-accounting nature, has not been subjected to the auditing procedure
s applied
in the audit of the basic consolidated financial statements, and, accordingly, we express no opinion
on it.
1
Our audits were conducted for the purp
ose of forming an opinion on the cons
olidated financial
statements of United Way of Metropolitan
Atlanta, Inc. taken as a whole. I he accompan
ying schedule
of expenditures of federal and state awards
is presented for purposes of additional analy
sis as required
by U.S. Office of Management and Budg
et Circular A-133, Audits of States, Loca
l Governments, and
Non-Profit Organizations, and is not a requi
red part of the basic consolidated financial
statements. Such
information has been subjected to the audit
ing procedures applied in the audits of the
consolidated
financial statements and, in our opinion,
is fairly stated, in all material respects,
in relation to the
consolidated financial statements taken as
a whole.
Atlanta, Georgia
December 4, 2008
2
UNITED WAY OF METROPOLITAN ATLANTA, INC.
CONSOLIDATED STATEMENTS OF FINANCIAL POSITION
(Dollars in Thousands)
June 30, 2008 and 2007
2008
2007
ASSETS
Cash and cash equivalents
Investments, at fair value
Pledges receivable, less allowance for
uncollectible accounts of $6,827 and
$6,781 at June 310, 2008 and 2007, respectively
Specific care pledges receivable, less allowance
for uncollectible accounts of $231 and $198
at June 30, 2008 and 2007, respectively
Other receivables and repayments
Land, building, and equipment, net of depreciation
Other assets
TOTAL ASSETS
$
18,286
12,300
$
14,050
13,106
26,809
27,574
2,488
6,099
32,281
1,531
2,129
4,355
33,903
1,957
$
99 194 $
977.074
$
15,266 $
3,732
7,600
10,526
15,862
1,035
4,729
9,901
37,124
31,527
41,563
17,332
3,775
44,008
17,764
3,775
62,670
65,547
99,794 $
97 074
LIABILITIES AND NET ASSETS
Liabilities
Allocations payable
Specific care allocations payable
Accounts payable and accrued liabilities
Notes payable and other obligations
Total Liabilities
Net Assets
Unrestricted
Temporarily restricted
Permanently restricted
Total Net Assets
TOTAL LIABILITIES AND NET ASSETS
See notes to consolidated financial statements
$
3
CONSOLIDAI ED STATEMENT OF ACTIVITIES
For the Year Ended June 30, 2008
Campaign Results (Unaudited)
Campaign contributions
Current year campaign
Prior year Pacesetter campaign
Pacesetter campaign
Less amounts owed to others:
Donor designations
Amounts sent directly to others
$
76,052 S
(534)
(7,528)
(13,290)
Gross Campaign Results
54,700
Provision for uncollectibles
(4,962)
Net Campaign Results
49,738
Revenues, Gains, and Other Support
Campaign contributions received in current period,
net of provision for uncollectible pledges of 54,963
Government grants and contracts
Private grant and foundation revenue
Interest and dividends
Realized and unrealized gain on Investments
Building income
Other income
Gifts-in-kind
Net assets released from restrictions
Temporarily
Restricted
Unrestricted
5,198
S
Total
-
92
-
-
-
5,290
81,250
(534)
92
(7,528)
(13,290)
(4,963)
5,289
5,289
6,000
(1)
(1)
(11,7191
87,510
$
59,990
(1)
49,738
7,792
1,217
924
(1,115)
6,495
980
9,760
_ 11,719
Total Revenues, Gains, and Other Support
Permanently
Restricted
-
55,027
-
55,027
7,792
7,217
923
(1,116)
6,495
980
9,760
-.
(432)
87,078
Allocations, Expenses and Other Direct Assistance
Agency allocations from annual campaign
Other allocations
Gifts-in-kind distributions
30,682
22,401
10,107
30,682
22,401
10,107
Total Allocations and Other Direct Assistance
63,190
63,190
Operating expenses
Interest expense
National dues
Total Allocations, Expenses and Other
Direct Assistance
25,664
541
560
-
89955
-
Change in Net Assets
(2,445)
Net Assets at Beginning of the Year
44,008
Net Assets at End of the Year
See notes to consolidated financial statements
S
41,56a
-
25,664
541
560
-
89.955
_
(432)
S
(2,877)
17,764
3,775
65.547
17 332 S
3,775
62 670
4
UNITED WAY OF METROPOLITAN ATLANT
A, INC.
CONSOLIDATED STATEMENT OF ACTIVITIES
S
54,923
Provision for uncollectibles
(3,744)
Net Campaign Results
Revenues, Gains, and Other Support
Campaign contributions received in current period,
net of provision for uncollectible pledges of $3,754
Government grants and contracts
Private grant and foundation revenue
Interest and dividends
Realized and unrealized gain on Investments
Building income
Other income
Gifts-in-kind
Net assets released from restrictions
Total Revenues, Gains, and Other Support
Allocations, Expenses and Other Direct Assista
nce
Agency allocations from annual campaign
Other allocations
5,702
534
Total
S
-
$
Operating expenses
Interest expense
National dues
Total Allocations, Expenses and Other
Direct Assistance
-
(6,406)
(11.900)
6,236
-
61,159
(10)
(3,754)
51,179
6,226
-
57,405
51,179
3,397
1,282
1,028
1,288
5,824
704
11,314
11,215
6,226
11,000
39
(1)
(11,215)
-
57,405
3,397
12,282
1,067
1,287
5,824
704
11,314
87,231
6,049
93,280
31,937
15,972
10.615
58,524
-
-
58,524
24,181
543
556
-
-
24,181
543
556
83,804
Change in Net Assets before effect of adoption
of FASB Statement No. 158
83.804
3,427
Effect of adoption of recognition provision of
FASB Statement No. 158
6,049
9,476
(1,058)
Change in Net Assets
Net Assets at Beginning of the Year
S
79,269
(338)
534
-
31,937
15,972
10-615
Total Allocations and Other Direct Assistance
See notes to consolidated financial statem
ents
73,567 $
(338)
-
Permanently
Restricted
(6,406)
(11,900)
Gross Campaign Results
Net Assets at End of the Year
Temporarily
Restricted
Unrestricted
Campaign Results (Unaudited)
Campaign contributions
Current year campaign
Prior year Pacesetter campaign
Pacesetter campaign
Less amounts owed to others:
Donor designations
Amounts sent directly to others
(1.058)
2,369
6,049
-
8,418
41,639
11,715
3.775
57,129
17 764 S
3375 S
6547
44,00a
5
5
Other
Annual campaign allocations
Other allocations
Total Operating Expenses
$
30,682
-
-
Agency
Allocations
$
10,107
7,355
4,057
537
1,409
124
10
319
4
60
76
369
85
30
26
31
218
-
Community
Services
$
22 401
2,256
1,023
68
245
30
466
76
16
3
4
113
195
16
1
-
Other
Direct
Assistance
$
6,657
693
2,031
1
4
63
5
26
211
70
4
(66)
3
2,369
518
725
Building
Operations
$
30,682
10,107
22 401
16,268
5,773
2,636
1,655
154
480
458
25
89
291
552
284
46
(40)
35
2,587
518
725
Total
Program
Services
$
-
5,855
3,003
298
905
133
131
243
104
68
93
586
91
72
(138)
48
218
-
Fundraising
$
-
3,541
12
214
(651
71
9
(324
30
218
-
2,61
14
64
23
194
Manageme
and Genera
Supporting Services
CONSOLIDATED STATEMENT OF FUNCTIONAL EXPENSES
Services
Operating Expenses
Salaries and other labor
Occupancy
Employee health and retirement benefits
Campaign and marketing supplies
Professional fees
Payroll taxes
Printing and brochures
Telephone
Equipment rental and maintenance
Postage and supplies
Training and conferences
Local transportation
Interdepartmental allocation
Other
Depreciation charged to operations
Utilities
Catering
Program
Operating Expenses
Salaries and other labor
Occupancy
Employee health and retirement benefits
Campaign and marketing supplies
Professional fees
Payroll taxes
Printing and brochures
Telephone
Equipment rental and maintenance
Postage and supplies
Training and conferences
Local transportation
Interdepartmental allocation
Other
Depreciation charged to operations
Utilities
Catering
$
-
Agency
Allocations
$
6,171
3,775
433
804
137
20
341
29
62
69
105
74
39
29
24
230
-
Community
Services
$
1,917
911
26
18
18
672
73
32
2
3
55
67
21
19
-
Other
Direct
Assistance
$
Program Services
6,758
684
1,931
3
4
60
3
43
217
91
5
1
2,328
499
889
Building
Operations
$
14,846
5 ,370
2,390
825
155
696
474
64
107
289
251
146
60
29
44
2,558
499
889
Total
Program
Services
$
5,391
2, 750
356
532
221
63
242
69
68
105
221
90
58
351
35
230
-
Fundraising
CONSOLIDATED STATEMENT OF FUNCTION
AL EXPENSES
UNITED WAY OF METROPOLITAN ATLANTA
, INC.
$
3,944
2 ,177
194
864
11
293
163
7
'122
'125
79
20
10
(380)
29
230
-
Management
and General
Supportin
UNITED WAY OF METROPOLITAN ATLANT
A, INC.
CONSOLIDATED STATEMENTS OF CASH FLOW
S
For the Years Ended June 30, 2008 and 2007
2008
Cash Flows from Operating Activities
Change in net assets
Adjustment to reconcile change in net
assets to net cash provided by
operating activities:
Realized and unrealized gains on investments
Depreciation and amortization
Changes in net assets and liabilities:
Pledges and specific care pledges receivable
Other receivables and prepayments
Other assets
Allocations and specific care allocations payable
Accounts payable and accrued liabilities
$
Net Cash Provided by Operating Activities
Cash Flows from Investing Activities
Purchases of building and equipment
Sales of building and equipment
Purchases of investments
Sales of investments
Net Cash Used in Investing Activities
Cash Flows from Financing Activity
Proceeds from line of.credit
Net Cash Used in Financing Activity
Increase in Cash and Cash Equivalents
Cash and Cash Equivalents at Beginning of
the Year
Supplemental Cash Flow Information:
Interest paid
See notes to consolidated financial statem
ents
8,418
1,116
3,022
(1,287)
2,989
406
(1,744)
418
2,101
2,871
(1,540)
(1,399)
(594)
(184)
(426)
5,313
5,977
(1,392)
(707)
397
(1,747)
28
(989)
623
(1,702)
(2,085)
1,372
Debt repayments
Cash and Cash Equivalents at End of the Year
(2,877) $
2007
$
(747)
(815)
625
(815)
4,236
3,077
14,050
10,973
18,286 $
14 050
456 L
l--- -557
8
NOTES TO CONSOLIDATED FINANCIAL STATEMEN
TS
June 30, 2008 and 2007
NOTE 1-NATURE OF ORGANIZATION AND SUMM
ARY OF SIGNIFICANT ACCOUNTING
POLICIES
Nature of Operations: United Way of Metropolitan Atlanta,
Inc. (the "United Way") is a nonprofit corporation
that was formed to mobilize the caring power of comm
unity to help one another by making lasting
improvements on human care issues. The United Way's primar
y fund-raising efforts are through workforce
Campaigns and community appeals concentrated in the Atlant
a metropolitan area ("Annual Campaign").
Annual Campaigns are conducted in the fall of each year
("Current Campaign") to support programs
primarily in the subsequent fiscal year. Campaign contrib
utions are used generally to support a variety of
local health and human services programs and to pay
the United Way's operating expenses. Current
Campaign revenues are primarily collected and distributed
to agencies in the following fiscal year, in two
components. The first component is distributed in the first
six months of the following fiscal year and is
based on the level of campaign results of the Previous Camp
aign (as opposed to the Current Campaign).
This distribution policy allows management sufficient time
for the Current Campaign results to be analyzed
and validated as to accuracy and collectibility to avoid
allocation levels in excess of actual Campaign
results. The second component from the Previous Camp
aign is distributed in the second six months of the
following fiscal year at distribution levels based on the Previo
us Campaign. The distributions made in the
first half of the following fiscal year are committed to the agenc
ies prior to the June 30 fiscal year end, and
are reflected as "Allocations Payable" in the accompanyin
g financial statements. Expected distributions for
the second half of the following fiscal year also are comm
unicated to the agencies as of June 30 to allow
for the agencies' budget planning needs. However, those
planned distributions are contingent upon the
results of the cash collections of the Previous Campaign and
thus are contingent liabilities at each June 30
fiscal year end. The aggregate amount of such contin
gent allocations payable was approximately
$15,119,000 and $15,597,000 at June 30, 2008 and 2007,
respectively.
Donors may designate their pledges among several care
programs. Community care pledges are pooled
and are allocated to nonprofit health and human services
agencies within the State of Georgia. Specific
care donors designate their pledges to a United Way certifie
d nonprofit health and human services agency
within the State of Georgia or a United Way affiliate in anothe
r location.
Annual fall Campaign results are reduced by pledges collec
ted on behalf of other organizations or pledged
to a specific organization (i.e., specific care donations) and
by a provision for uncollectible pledges. The
net Campaign results for the 2007/2008 Campaign are reflect
ed as unrestricted and temporarily restricted
revenues in the accompanying 2008 statement of activit
ies, and the amounts have been allocated to
member agencies and other organizations in the curren
t year. Campaign contributions related to the
2008/2009 Campaign are included in temporarily restricted
revenue, as the amounts are restricted for the
following year. These amounts are classified as Pacesetter
Campaign contributions in the accompanying
2008 statement of activities.
Net Campaign results are allocated to agencies and
other organizations at the completion of the
Campaign. At June 30, 2008 and 2007, the United Way
had committed community care and specific care
allocations in the aggregate amounts of approximately
$18,982,000 and $18,891,000, respectively. The
portion of these amounts not yet allocated at June 30, 2008
and 2007 are included as allocations payable
and specific care allocations payable in the accompanyin
g statements of financial position. Revenues
related to the community care portion are included in Camp
aign contributions and allocations to agencies
in the accompanying statements of activities. Specific care
allocations are not included in revenues, gains,
and other support or in allocations to agencies in the statem
ents of activities in accordance with Statement
9
NOTES TO CONSOLIDATED FINANCIAL STATEMENTS
June 30, 2008 and 2007
NOTE 1--MATURE OF ORGANIZATION AND SUMMARY OF SIGNIFICANT
ACCOUNTING
POLICIES-Continued
of Financial Accounting Standards No. 136, Transfers of Assets to a Not-for-P
rofit Organization or
Charitable Trust That Raises or Holds Contributions for Others, as the
United Way passes these
contributions on to the donor-designated party.
Use of Estimates: The preparation of financial statements in conformity with
accounting principles
generally accepted in the United States of America requires management to make
certain estimates and
assumptions that affect the reported amounts of assets and liabilities and disclosu
res of any contingent
assets and liabilities at the date of the financial statements and the reported amounts
of revenue and
expenses during the period. Actual results could differ from these estimates.
Investments: Investments are carried at fair value. Investment income is credited
to unrestricted net
assets unless otherwise designated by the donor. The United Way's investments do
not have a significant
concentration of credit risk within any industry, geographic location, or specific institution
.
Accounting for Contributions: All Current Campaign contributions are conside
red to be available for
unrestricted use unless specifically restricted by the donor for a specific program
or time period. Amounts
received that are designated for future periods or are restricted by the donor for
specific purposes are
reported as temporarily restricted or permanently restricted, as appropriate.
Pledges Receivable and Allowances for Uncollectible Accounts: Annual Campaig
n pledge contributions
receivable are generally paid in one year. The United Way provides an allowance
for uncollectible pledges
based on historical write-off percentages at the time Campaign results are recorded
. This estimated
allowance is periodically adjusted based on Campaign collection trends. A Campaig
n is officially closed for
accounting purposes, and the final uncollectible amount determined, in the year
following the year of
workplace Campaign collections. Any difference in the actual Campaign collectio
n results compared with
the estimates previously recorded are reflected as an adjustment to net Campai
gn results in the
consolidated Statement of Activities. Reductions in uncollectible accounts of approxim
ately $646,000 and
$2,382,900 were recorded in fiscal year 2008 and 2007, respectively related to the
final closing of the Fall
2006 and 2005 Campaign collections.
Land, Building, and Equipment: Fixed assets owned and used in operations are
included in unrestricted
net assets at cost, or if donated, at fair market value at the date of donation. Depreci
ation expense is
recorded using the straight-line method over the estimated useful lives of the assets.
At June 30, 2008
and 2007, the fixed assets of United Way were as follows (in thousands):
2008
Land
Buildings and leasehold improvements
Furniture, fixtures, and equipment
$
Less accumulated depreciation
Net Land, Buildings, and Equipment
S
6,371 $
51,730
7,830
65,931
(31650)
2007
6,371
51,071
7,097
64,539
(30,636)
32 281 5___,nn3
10
TS
June 30, 2008 and 2007
NOTE 1--NATURE OF ORGANIZATION AND SUMM
ARY OF SIGNIFICANT ACCOUNTING
POLICIES--Continued
Other Assets: Other assets in the statements of financial positio
n include (in thousands):
2008
Beneficially owned funds
Bond issuance costs, net of accumulated amortization
of approximately $74 and $66
Inventories
Total Other Assets
$
$
2007
867 $
867
89
575
98
992
1.531
$
1.957
See Notes 3 and 7 for descriptions of beneficially owne
d funds and pension-related intangible asset,
respectively.
Bond issuance costs relate to the issuance of tax-exempt
bonds discussed in Note 8 and are being
amortized over the life of the bonds.
Inventories are comprised of undistributed donations under
the Gifts-in-kind program described in Note 2.
Inventories are valued based on estimated fair value at the
date of donation using information provided by
the donor and quoted market prices.
Concentrations of Risk: Financial instruments that poten
tially subject the United Way to concentrations of
credit risk consist primarily of pledges receivable, subst
antially all of which are from individuals,
businesses, or not-for-profit foundations in the metropolitan
Atlanta area. Concentrations of credit risk are
limited due to the large number of donors comprising
the United Way's donor base, As a result, at
June 30, 2008 and 2007, the United Way does not consid
er itself to have a significant concentration of
credit risk with respect to any single donor.
Tax Status: The United Way is exempt from federal
income taxation under Section 501(a) as an
organization described in Section 501(c)(3) of the Internal
revenue Code of 1986, as amended.
Fair Value of Financial Instruments: The carrying values
of the United Way's financial instruments in the
accompanying statements of financial position approximat
e their respective estimated fair values at
June 30, 2008 and 2007. Fair values are estimated based
on current market rates and prices.
Private Grants and Foundations Revenue: The United
Way receives certain funds directly from private
foundations. The revenue is classified as temporarily
restricted if the funds are restricted due to a time or
purpose restriction by the donor. The funds are spent
on various projects that serve the needs of the
donor and community. Such funding is reflected
as other direct assistance in the accompanying
statements of activities.
Functional Expenses: Operating expenses are functionalize
d between program services and supporting
services based on departmental allocations. Total
allocations and expenses on the statements of
functional expenses do not include interest expense, nation
al dues, and unrealized losses.
11
June 30, 2008 and 2007
NOTE 1-NATURE OF ORGANIZATION AND SUMMARY OF SIGNIFICANT ACCOUNTING
POLICIES -Continued
Contributed Services: During the year ended June 30, 2008, United Way received various services related
to business planning and development that have been recorded in the Statement of Activities and the
Statement of Functional Expense. The estimated fair value of contributed services was approximately
$750,000; which is included in Gifts-in-Kind revenue and Gifts-in-Kind distributions in the Consolidated
Statement of Activities. The total amount was recorded as Community Services in the Statement of
Functional Expense.
The United Way pays for substantially all services that would otherwise meet the requirements to be
recorded on a contributed service. A substantial number of unpaid volunteers have made significant
contributions of their time to the United Way's programs and fund-raising campaigns. These donated
services are not reflected in the financial statements since they do not meet the criteria for recognition as
contributed services.
Consolidations: United Way Atlanta (UWA) Holdings, LLC was formed June 19, 2003 by United Way as
the sole member of LLC. UWA was established to serve the homeless community in metropolitan Atlanta.
The accompanying consolidated financial statements include the accounts of United Way of Metropolitan
Atlanta, Inc. and United Way Atlanta Holdings, LLC. The respective entities are related through a common
Board of Trustees and management.
All significant intercompany accounts have been eliminated in the
consolidation.
Adoption of New Accounting Pronouncement: In June 2006, the Financial Accounting Standards Board
(FASB) Interpretation No. 48, Accounting for Uncertainty in Income Taxes ("FIN 48"), an interpretation of
FASB Statement 109. FIN 48 clarifies how companies should recognize, measure, present, and discloses
uncertain tax positions. The Statement was effective for the fiscal year ended June 30, 2008. The
adoption of this statement did not have an impact on the United Way's consolidated statement of activities
or consolidated financial position.
Recent Accounting Pronouncements: In September 2006, the FASB issued SFAS No. 157, Fair Value
Measurements ("SFAS 157") which redefines fair value, establishes a framework for measuring fair value
under accounting principles generally accepted in the United States of America and enhances disclosures
about fair value measurements. The new definition of fair value focuses on the price that would be
received to sell the asset or paid to transfer the liability regardless of whether an observable liquid market
price existed (an exit price). SFAS 157 provides guidance on how to measure fair value, when required,
under existing accounting standards. SFAS 157 establishes a fair value hierarchy that prioritizes the inputs
to valuation techniques used to measure fair value into three broad levels ("Level 1, 2, and 3"). The
provisions of this statement are effective for the School's year ending May 31, 2009. The United Way is
currently evaluating the impact of this new standard on its consolidated financial statements.
12
June 30, 2008 and 2007
NOTE I--NATURE OF ORGANIZATION AND SUMMARY
OF SIGNIFICANT ACCOUNTING
POLICIES--Continued
Recent Accounting Pronouncements (continued): In February 2007,
the FASB issued SFAS No. 159, The
Fair Value Option for Financial Assets and Financial
Liabilities, Including an amendment of FASB
Statement No. 115 ("SFAS 159"). The objective of SFAS 159
is to improve financial reporting by providing
entities with the opportunity to mitigate volatility in reporte
d net income caused by measuring related
assets and liabilities differently. This statement permits entities
to choose, at specified election dates, to
measure eligible items at fair value (i.e., the fair value option).
The fair value option: (a) may be applied
instrument by instrument, with certain exceptions; (b) is irrevoc
able (unless a new election date occurs);
and (c) is applied only to entire instruments and not to portion
s of instruments. The provisions of this
statement are effective for the United Way's year ending June
30, 2009. The United Way is currently
evaluating the impact of this new standard on its consolidated financi
al statements.
The FASB issued FASB Staff Position 117-1, Endowments of
Not-for-Profit Organizations: Net Asset
Classification of Funds Subject to an Enacted Version of the Pruden
t Management of Institutional Funds
Act, and Enhanced Disclosures for All Endowment Funds (FSP
117-1). The enhanced disclosure
requirements are effective for years ending after December
15, 2008.
However, the net asset
classification of donor-restricted endowment funds and the related
accumulated investment return are not
affected until after the effective date of enacting legislation in
the relevant state. These disclosures are
designed to help a reader of financial statements understand
the classification and composition of net
assets. In addition, the disclosures provide information on investm
ent and spending policies and the
governing board's interpretation of the applicable state law govern
ing endowment management.
The
United Way is currently evaluating the impact of this new standa
rd on its consolidated financial statements.
NOTE 2--GIFTS-IN-KIND PROGRAM
Gifts-in-kind Atlanta is a program of United Way. Its primary missio
n is to provide donations that support
operational costs for nonprofits. In addition, donations help to
offset nonprofit administrative costs so
additional funds are available to serve the community. Gifts-in
-kind donations consist of office furniture,
equipment, and supplies. All donations received by the United Way
are recorded as Gifts-in-kind revenues
and inventory at estimated fair market value when received.
Items subsequently donated are released
from inventory and recorded as Gifts-in-kind distributions when donate
d.
NOTE 3-BENEFICIALLY OWNED FUNDS
The United Way is the beneficial owner of donated funds that
are held and controlled by a community
foundation. The underlying assets had an original principal
balance of $855,000 and a fair value of
approximately $948,000 and $1,107,000, at June 30, 2008 and
2007, respectively. These funds are
reflected in the consolidated statements of financial position at
the estimated fair value of the beneficial
interest in the future income to be received by the United Way
using a 7.5% discount rate. As shown in
notes 1 and 4, the estimated fair value of the beneficial interes
t was approximately $867,000 at June 30,
2008 and 2007. Subsequent adjustments, if any, to the estimated
fair value of United Way's interest in the
income will be reflected in permanently restricted investment income
. Income received from the foundation
each year is recognized as unrestricted interest income. Investm
ent income received during the years
ended June 30, 2008 and 2007 related to these funds was
approximately $52,307 and $50,286,
respectively.
13
, INC.
TS
June 30, 2008 and 2007
NOTE 4-RESTRICTED NET ASSETS
Temporarily restricted net assets as of June 30, 2008
and 2007 have been restricted by donors to be spent
as follows (in thousands):
2008
Facilities maintenance
Community childcare
Other direct assistance
Time restrictions
$
88 $
9,722
6,840
682
$
17.332 $
2007
88
5,892
11,259
525
17.764
Permanently restricted net assets include the princ
ipal amount of contributions accepted with the
stipulation from the donor that the principal be main
tained in perpetuity and only the income from the
investment thereof be expended for purposes specified
by the donor, if any.
Permanently restricted net assets as of June 30, 2008
and 2007 have been restricted by donors as follows
(in thousands):
2008
Beneficial interest
2007
$
867 $
2,908
867
2,908
5,
3 775 5
3.775
NOTE 5-NET ASSETS RELEASED FROM RESTRICT
ION
Net assets released from restrictions during the years
ended June 30, 2008 and 2007 consisted of the
following (in thousands):
Temporarily Restricted:
Community childcare
Time restrictions - Pacesetter campaign
2008
2007
$
2,171 $
9,023
525
1,352
9,559
304
$
11.719 $
11.215
14
June 30, 2008 and 2007
NOTE 6--INVESTMENTS
At June 30, 2008 and 2007, the estimated fair value of the United Way's investme
nts were as follows (in
thousands):
2008
Certificates of deposit
Mutual funds
2007
$
50 $
12,250
50
13,056
S
12.300 $
13.106
Investment income was generated from short-term investments (primarily interest
income) and the United
Way's beneficially owned funds (Note 3). Net realized and unrealized losses on investme
nt reflected in the
statements of activities were generated from mutual fund investments.
NOTE 7-RETIREMENT PLANS
The United Way has an insured, noncontributory defined benefit pension
plan for substantially all of its
employees. The United Way's policy is to fund pension costs accrued
, including amortization of prior
service costs, over a 10-year period. The employees' retirement benefit
is based on years of service and
the employee's compensation during the highest consecutive 60 months
out of the last 120 months of
employment.
The United Way adopted the provisions of FASB Statement No. 158, Employe
rs Accounting for Defined
Benefit Pension and Other Postretirement Plans as of June 30, 2007. This
Statement requires an
employer to recognize the overfunded or underfunded status of a defined
benefit postretirement plan as an
asset or liability in its statement of financial position and to recognize changes
in that funded status in the
year in which the changes occur through changes in unrestricted net assets.
This Statement also requires
an employer to measure the funded status of a plan as of the date of its
year-end statement of financial
position.
The funded status of the United Way's defined pension plan as of June 30, 2008
and amounts to be
recognized as components of net periodic pension cost are shown below:
2008
2007
Projected benefit obligation
Plan assets at fair value
$
Funded status
S_._f2^102) $
Items not yet recognized as a component of net
periodic pension cost:
Transition obligation
Prior service cost
Net loss
(8,899)
6,797
(8,748)
7,458
(1,290)
$
61
1,810
$
1,871
82
976
$
1,058
15
June 30, 2008 and 2007
NOTE 7-RETIREMENT PLANS - Continued
At June 30, 2008, the United Way recognized a liability for the
underfunded status of its defined benefit
pension plan and adjusted the ending balance of unrestricted net
assets for the transition obligation, prior
service cost, and net loss that had not been recognized as compo
nents of net periodic pension cost.
Below is the reconciliation of items not yet recognized as a compo
nent of net periodic benefit cost and the
estimated effect in the next fiscal year of items not yet reflected in
net periodic benefit cost:
Reconciliation of items not yet reflected in net
periodic benefit cost
Transition obligation or asset
Net prior service cost or credit
Net (gain) or loss
July 1,
2007
-
Reclassified As
Amounts
Net Periodic
Benefit Cost
Arising
During Period
$
82
(21)
976
(33)
$
S
$
867
Estimated Amounts to be
Reclassified as Net
Periodic Benefit Cost
July 1,
2007
Estimated effect in next fiscal year of items not yet reflected
in net periodic benefit cost
Transition obligation or asset
Net prior service cost or credit
Net (gain) or loss
June 30,
2008
61
1,810
$
(16)
(103)
No plan assets are expected to be returned to the employ
er during the July 1, 2008 to June 30, 2009 fiscal
year.
The following table illustrates the incremental effect of applying
FASB Statement No. 158 on individual line
items in the statement of financial position as of June 30, 2008:
Before
Application of
Statement 158
Liability for pension benefits
Total liabilities
Unrestricted net assets
$
232
After
Application of
Statement 158
Adjustments
1,871
$
$
2,102
The following table sets forth the information related to the plan
as of June 30, 2008 and 2007 and the
related changes for the years then ended (in thousands):
2008
Benefit obligation at beginning of year
Service cost
Interest cost
Change due to assumption change
Actuarial gain (loss)
Expense charges
Benefits paid
Benefit obligation at end of year
2007
$
8,748 $
534
557
(360)
254
(20)
(814)
8,395
446
465
(426)
(35)
(97)
$
8 899 S
8,748
16
, INC.
TS
June 30, 2008 and 2007
NOTE 7--RETIREMENT PLANS-Continued
2008
Fair value of plan assets at beginning of the year
Actual return on plan assets
Employer contributions
Expense charges
Benefits paid
$
Fair value of plan assets at end of the year
Reconciliation of funded status
Funded status
Unrecognized prior service cost
Unrecognized net loss
Additional required minimum liability
Net effect of adoption of recognition provisions of
FASB Statement 158
Liability for pension benefits
$
$
2007
7,458 $
(404)
576
(19)
(814)
6,116
891
583
(35)
(97)
6.797 $
7.458
(2,102) $
61
1,810
-
(1,290)
82
976
-
(1,871.)
(1,058)
(2,10Z) $
(1.290)
A liability for pension benefits of approximately $2,10
2,000 and $1,290,000 was included in accounts
payable and accrued liabilities in the accompanying
statement of financial position for fiscal years 2008
and 2007, respectively.
2008
Components of net periodic benefit cost
Service cost
Interest cost
Actual return on assets
Amortization of prior service cost
Amortization of initial unrecognized net loss
Asset loss deferred
Net periodic benefit cost charged to operating expen
se
Weighted average assumptions as of June 30
Discount rate
Post-retirement interest rate
Expected return on assets
Rate of compensation increase
2007
$
534 $
557
404
21
33
(973)
446
465
(891)
21
77
465
$
576 $
^$3
6.25 %
5.50
8.00
6.00
6.25 %
5.50
8.00
6.00
17
, INC.
TS
June 30, 2008 and 2007
NOTE 7-RETIREMENT PLANS-Continued
Approximate future benefit payments, reflecting
expected future service, expected to be paid (in
thousands):
2009
2010
2011
2012
2013
2014-2018
$
785
241
681
731
905
3918
S
7,261
Plan assets values (in thousands) and corresponding
percentages by category at June 30, 2008 and 2007
were:
2008
Amount
Equity
Fixed income
General Account
$
2007
Percentage
3,985
1,415
1,397
58.6%
20.8%
20.6%
6,797
100.0%
Amount
$
Percentage
4,458
3,000
-
59.8%
40.2%
0%
7,458
00.0%
The expected long-term rate of return on plan asse
ts assumption of 8.00% was selected using the
"building block" approach described by the Actuarial
Standards Board in Actuarial Standards of Practice
No. 27, Selection of Economic Assumptions for Meas
uring Pension Obligations. Based on United Way's
investment allocation for the pension plan in effect as
of the beginning of fiscal year, a best estimate range
was determined for both the real rate of return (net of
inflation) and for inflation based on historical 30 year
period rolling averages. An average inflation rate within
the range equal to 3.75% was selected and added
to the real rate of return range to arrive at a best estim
ate range of 7.76% - 9.74%. A rate of 8.00% which
is within the best estimate range was selected.
The United Way expects to pay approximately $600,
000 of contributions to the plan during the year endin
g
June 30, 2009.
The United Way's investment strategy is to invest 60%
of the funds in equity securities and 40% in bonds
and fixed income securities.
The United Way has a savings plan in which it match
es, subject to IRC limitations, one-half of employee
contributions up to 6% of gross pay. The United Way
also contributes 2% of gross pay to that plan for all
employees with at least one year of service, The
United Way contributed and charged to expense
$307,891 and $267,961 in 2008 and 2007, respectively
, under this plan.
18
June 30, 2008 and 2007
NOTE 8-NOTES PAYABLE AND OTHER OBLIGATIONS
At June 30, 2008 and 2007, the United Way had the following debt obligatio
ns outstanding (in thousands):
2008
Line of Credit
Note payable
Note payable
Bond payable
$
2007
1,372 $
1,523
931
6,700
1,845
1,056
7,000
10 , 526. $
9.901
During fiscal year 1995, the United Way constructed a parking deck to accomm
odate the needs of tenants,
volunteers, and visitors. This project was financed with several unsecu
red lines of credit, which have all
been converted to term debt in the form of notes payable. At June 30,
2008 and 2007, respectively, the
United Way had outstanding borrowings of approximately $2,454
,000 and $2,901,000 under these
arrangements with maturity dates ranging from March 31, 2008 to August
15, 2012. The contractual
interest rate on one note is 30-day LIBOR plus 0.5%, which was 5.62%
and 5.83% at June 30, 2008 and
2007, respectively. The contractual interest rate on the other note
is fixed at 6.49%. The estimated fair
values of these financial instruments approximate their carrying values.
Under the terms of these debt arrangements, the United Way must
comply with certain covenants,
including maintaining a minimum nonpermanently restricted net asset
balance of $20,000,000 and shall
not exceed a maximum ratio of 3 to 1 for debt to total net worth. As of June
30, 2008 and 2007, the United
Way was in compliance with these requirements.
The United Way has a $5,000,000 available line of credit with SunTru
st Bank. The line of credit interest
rate is the lower of the Prime Rate or 30-day LIBOR plus .5% and mature
s on July 9, 2009. The interest
rate on the line at June 30, 2008 and 2007 was 2.96% and 5.83%, respec
tively. At June 30, 2008 and
2007, the line of credit had $1,372,000 and $0 outstanding borrowings,
respectively.
In June 1999, the United Way issued $9,000,000 of tax-exempt revenue
bonds and received net proceeds
of $8,837,367 after payment of issuance costs of $162,633. The net proceed
s of this bond issuance were
used to fund capital expenditures related to the Charles R. Louder
milk, Sr. Center for Regional
Community, which consists of a conference center, office space, and attache
d parking deck. These capital
expenditures serve as the collateral and had a net book value of approxi
mately $6,645,000 as of June 30,
2007. The contractual interest rate is based on the Bond Market Associa
tion Index, which is based on the
interest rate of tax-exempt variable rate issues included in a database
maintained by Municipal Market
Data which meet certain criteria established by the Bond Market Associa
tion. The bonds mature from
June 1, 2000 to June 1, 2024. To redeem the bonds, United Way must
make 300 consecutive monthly
payments to the bank on the first day of each month for deposit into a
redemption fund. Amounts in the
redemption fund are to be used by the bank to redeem the bonds as they
become due.
19
TS
June 30, 2008 and 2007
NOTE 8-NOTES PAYABLE AND OTHER OBLIGATIONS--
Continued
Under the terms of the bond issuance agreement,
the United Way is required to not exceed a maximum
ratio of 1.75 to 1 for total liabilities to total net worth
. The United Way is also required to maintain as of
June 30 and December 31 of each year unrestricted
cash, cash equivalents, and investments of not less
than $13,000,000. At June 30, 2008, United Way was
in compliance with this covenant.
During 2000, the United Way entered into an intere
st rate swap agreement to reduce the potential impac
t
of future changes in interest rates on the 1999 bond
issuance. The economic substance of the agreement
was to effectively convert the interest rate from a variab
le to a fixed rate of 5.15%. The notional amount of
the swap was $2,200,000 and $2,500,000 as of June
30, 2008 and 2007, respectively. Any payments
made or received under this swap agreement are recog
nized when due as an increase or decrease in the
related interest expense. This agreement expires June
30, 2014.
The United Way holds this derivative financial instrum
ent for the purpose of hedging the risk of variability of
cash flows caused by changes in interest rates. The
derivative is held only for the purposes of hedging
such risk, not for speculation. The fair value of the
interest rate swap was a liability of approximately
$(166,000) and 5(129,000) as of June 30, 2008 and
2007, respectively (included in accounts payable and
accrued liabilities) and the change in fair value of appro
ximately $37,000 and $10,000 in 2008 and 2007,
respectively, is included in interest expense in the accom
panying statements of activities.
Approximate annual debt service payments as of June
30, 2008, excluding interest, are payable as follows
(in thousands):
2009
2010
2011
2012
2013
2,
2014 throug
0
h 2018
0
2019 through 2023
2024 through 2025
$
1,575
668
792
819
400
0
2,400
500
59.154
20
June 30, 2008 and 2007
NOTE 9--COMMITMENTS AND CONTINGENCIES
The United Way is subject to legal and other claims related
to the normal course of business. In the
opinion of management, there are no legal claims or other matter
s that, upon resolution, may result in a
material impact on the United Way's financial position.
Commitments to allocate funds to United Way agencies and other
allocations are dependent on the results
of United Way's Campaigns. The United Way historically
provides agencies with anticipated funding
commitments in advance and generally funds those commitments
on a monthly basis. Such commitments
are subject to adjustment based on final Campaign results, includi
ng subsequent collections.
Federal programs are subject to financial and compliance audits
by grantor agencies which, if instances of
material noncompliance are found, may result in disallowed expen
ditures and affect the United Way's
continued participation in specific programs. The amount, if any,
of expenditures which may be disallowed
by the grantor agencies cannot be determined at this time,
although the United Way expects such
amounts, if any, to be immaterial.
NOTE 10--OPERATING LEASE COMMITMENTS-LESSOR
S
The United Way leases office space to tenants under non-cancelab
le operating leases with terms of one to
six years. The following is a schedule by year of future minimu
m rentals under the leases as of June 30,
2007 (in thousands):
2009
2010
2011
2012
2013 and beyond
$
1,667
1,777
1,079
1,053
10,797
$
16.373
$
27,425
(17,394)
$
10.031
The value of the property under lease consists of the following:
Building
Accumulated Depreciation
21
SCI IEDULE OF EXPENDITURES OF FEDERAL AND
STATE AWARDS
Federal Grantor/Program Title
U.S. Department of Health and Human Services
Direct programs
Youth IDA Program
Children's Trust
Office of Child Support Enforcement - Call Center
Temporary Assistance for Needy Families
Early Child Comprehensive Systems
Federal
CFDA
Number
Federal
Expenditures
93.602
93.590
93.563
93.558
93.110
$10,525
84,234
2,548,729
507,056
123,000
Total U. S. Department of Health and Human Services
33,273,544
U.S. Department of Education
Direct programs
Office of Elementary and Secondary EducationEarly Reading First
Communities in Schools
84.359
84.310
$3,644;457
152,297
Total U. S. Department of Education
33,796,754
U.S. Department of Veterans Affairs
Direct programs
Veteran's Transitional Housing Program
14.231
$393,376
Total U.S. Department of Veterans Affairs
$393,376
Total Expenditures of Federal Awards
U.S. Department of Human Resources
State Award
Social Services Block Grant
$7,436,674
93.667
$329,902
Total Expenditures of State Awards
Total Expenditures of Federal and State Award
s
$329,902
$
7.793,576
22
NOTES TO SCHEDULE OF EXPENDITURES OF
, INC.
FEDERAL AND STATE AWARDS
NOTE 1--BASIS OF PRESENTATION
The accompanying schedule of expenditures of
federal and state awards includes the federal and
state
grant activity of the United Way of Metropolitan Atlan
ta, Inc. (the "United Way") for the year ended June
30,
2008 and is presented on the accrual basis of accou
nting. The information in this schedule is presented
in
accordance with the requirements of OMB Circular
A-133, Audits of States, Local Governments, and
NonProfit Organizations. Therefore, some amounts
presented in this schedule may differ from amou
nts
presented in, or used in the preparation of, the conso
lidated financial statements.
NOTE 2- CONTINGENCIES
These Federal and State programs are subject
to financial and compliance audits by grantor agen
cies
which, if instances of material noncompliance are
found, may result in disallowed expenditures and
affec
t
the United Way's continued participation in speci
fic programs. The amount, if any, of expenditures
which
may be disallowed by the grantor agencies cann
ot be determined at this time, although the Unite
d Way
expects such amounts, if any, to be immaterial.
23
r4'k`fjff.f^fil h^
Report on Internal Control over Financial Reporting
and on
Compliance and Other Matters Based on an Audit of
Financial Statements
Performed in Accordance with Government Auditing
Standards
Atlanta, Georgia
We have audited the consolidated financial statements of
the United Way of Metropolitan Atlanta, Inc. (the
"United Way"), as of and for the year ended June 30,
2008, and have issued our report thereon dated
December 4, 2008, We conducted our audit in accordance
with auditing standards generally accepted in
the United States of America and the standards applicable
to financial audits contained in Government
Auditing Standards, issued by the Comptroller General of the
United States.
Internal Control over Financial Reporting
In planning and performing our audit, we considered the
United Way's internal control over financial
reporting as a basis for designing our auditing procedures
for the purpose of expressing our opinion on the
consolidated financial statements, but not for the purpose
of expressing an opinion on the effectiveness of
the United Way's internal control over financial reporting. Accor
dingly, we do not express an opinion on
the effectiveness of the United Way's internal control over
financial reporting.
A control deficiency exists when the design or operation
of a control does not allow management or
employees, in the normal course of performing their assign
ed functions, to prevent or detect misstatements
on a timely basis. A significant deficiency is a control deficie
ncy, or combination of control deficiencies,
that adversely affects the entity's ability to initiate, autho
rize, record, process, or report financial data
reliably in accordance with generally accepted accounting
principles such that there is more than a remote
likelihood that a misstatement of the entity's financial statem
ents that is more than inconsequential will not
be prevented or detected by the entity's internal control.
A material weakness is a significant deficiency, or combi
nation of significant deficiencies, that results in
more than a remote likelihood that a material misstatemen
t of the consolidated financial statements will not
be prevented or detected by the entity's internal control.
Our consideration of internal control over financial report
ing was for the limited purpose described in the
first paragraph of this section and would not necessarily
identify all deficiencies in internal control that
might be significant deficiencies or material weaknesses. We
did not identify any deficiencies in internal
control over financial reporting that we consider to be mater
ial weaknesses, as defined above.
Compliance and Other Matters
As part of obtaining reasonable assurance about
whether the United Way's consolidated financial
statements are free of material misstatement, we perfor
med tests of its compliance with certain provisions
of laws, regulations, contracts and grant agreements
, noncompliance with which could have a direct and
material effect on the determination of financial statem
ent amounts. However, providing an opinion on
compliance with those provisions was not an object
ive of our audit, and accordingly, we do not express
such an opinion.
24
The results of our tests disclosed no instances
of noncompliance or other matters that are
required to be
reported under Government Auditing Stand
ards.
This report is intended solely for the inform
ation and use of management, the Board
of Directors, other
within the United Way, federal awarding agen
cies and pass-through entities and is not inten
ded to be and
should not be used by anyone other than these
specified parties.
Atlanta, Georgia
December 4, 2008
25
Report on Compliance with Requirements Applicable to
Each Major Program and on Internal Control over Compliance in Accordance with
OMB Circular A-133
Atlanta, Georgia
Compliance
We have audited the compliance of the United Way of Metropolitan Atlanta, Inc. (the "United Way")
with
the types of compliance requirements described in the U.S. Office of Management and Budget
(OMB)
Circular A-133 Compliance Supplement that are applicable to each of its major federal programs
for the
year ended June 30, 2008. The United Way's major federal programs are identified in the summary
of
auditor's results section of the accompanying Schedule of Findings and Questioned Costs. Complian
ce
with the requirements of laws, regulations, contracts, and grants applicable to each of its major
federal
programs is the responsibility of the United Way's management. Our responsibility is to express
an opinion
on the United Way's compliance based on our audit.
We conducted our audit of compliance in accordance with auditing standards generally accepted
in the
United States of America; the standards applicable to financial audits contained in Government Auditing
Standards, issued by the Comptroller General of the United States; and OMB Circular A-133, Audits
of
States, Local Governments, and Non-Profit Organizations. Those standards and OMB Circular
A-133
require that we plan and perform the audit to obtain reasonable assurance about whether noncompl
iance
with the types of compliance requirements referred to above that could have a direct and material
effect on
a major federal program occurred. An audit includes examining, on a test basis, evidence about
the United
Way's compliance with those requirements and performing such other procedures as we considere
d
necessary in the circumstances. We believe that our audit provides a reasonable basis for our opinion.
Our audit does not provide a legal determination of the United Way's compliance with those requireme
nts.
In our opinion, the United Way complied, in all material respects, with the requirements referred
to above
that are applicable to each of its major federal programs for the year ended June 30, 2008.
Internal Control Over Compliance
The management of the United Way is responsible for establishing and maintaining effective
internal
control over compliance with the requirements of laws, regulations, contracts, and grants applicable
to
federal programs. In planning and performing our audit, we considered the United Way's internal
control
over compliance with the requirements that could have a direct and material effect on a major
federal
program in order to determine our auditing procedures for the purpose of expressing our
opinion on
compliance, but not for the purpose of expressing an opinion on the effectiveness of internal control
over
compliance. Accordingly, we do not express an opinion on the effectiveness of the United Way's
internal
control over compliance.
26
A control deficiency is an entity's internal control over compliance exists when the
design or operation of a
control does not allow management or employees, in the normal course of perform
ing their assigned
functions, to prevent or detect noncompliance with a type of cnmpliance requirement
of a federal program
on a timely basis. A significant deficiency is a control deficiency, or combination
of control deficiencies,
that adversely affects the entity's ability to administer a federal program such that
there is more than a
remote likelihood that noncompliance with a type of compliance requirement of a
federal program that is
more than inconsequential will not be prevented or detected by the entity's internal
control.
A material weakness is a significant deficiency, or combination of significant deficienc
ies, that results in
more than a remote likelihood that material noncompliance with a type of complian
ce requirement of a
federal program will not be prevented or detected by the entity's internal control.
Our consideration of internal control over compliance was for the limited purpose
described in the first
paragraph of this section and would not necessarily identify all deficiencies in internal
control that might be
significant deficiencies or material weaknesses, We did not identify any deficiencies in
internal control over
compliance that we consider to be material weaknesses, as defined above.
This report is intended solely for the information and use of management, the Board
of Directors, other
within the United Way, federal awarding agencies and pass-through entities and is
not intended to be and
should not be used by anyone other than these specified parties.
Atlanta, Georgia
December 4, 2008
27
SCHEDULE OF FINDINGS AND QUESTIONED COSTS
SUMMARY OF AUDITORS' RESULTS
1. The Report of Independent Auditors on the consolidated financial statements
expressed an
unqualified opinion.
2. No material weaknesses or significant deficiencies that are considered to be material
weaknesses
identified in internal control over financial reporting were reported as a result of the audit
of the
consolidated financial statements.
3. No instances of noncompliance material to the consolidated financial statemen
ts were disclosed
during the audit of the consolidated financial statements.
4. No material weaknesses or significant deficiencies that are considered to be material
weaknesses
identified related to internal control over compliance applicable to the major federal award
programs
were disclosed during the audit of the consolidated financial statements.
5. The report on compliance for major programs expressed an unqualified opinion.
6. The audit disclosed no findings that are required to be reported in accordance with section
510(a) of
OMB Circular A-133.
7. The major programs of United Way of Metropolitan Atlanta, Inc. were:
93.563 Office of Child Support Enforcement - Call Center
93.558 Temporary Assistance for Needy Families
84.310 Communities in Schools
14.231 Veteran's Transitional Housing Program
8. The dollar threshold for Type A programs was $300,000.
9. United Way of Metropolitan Atlanta, Inc. qualified as a low risk auditee.
FINANCIAL STATEMENT FINDINGS
None Noted
FEDERAL AWARD FINDINGS AND QUESTIONED COSTS
None Noted
28
UNITED WAY OF METROPOLITAN ATL
ANTA, INC.
Exhibit I
For the Years Ended June 30, 2008 and
2007
MANAGEMENT CERTIFICATIONS
In connection with the consolidated finan
cial statements of the United Way of Metr
opolitan Atlanta, Inc.
(the "United Way") for the years ende
d June 30, 2008 and 2007, the undersign
ed, Milton J. Little, Jr.,
President, and Mark Sutton, Chief Fina
ncial Officer, do hereby certify, that:
We have reviewed the consolidated
financial statements of the United Way
.
We are responsible for adopting sound
accounting policies, establishing and main
taining internal
control, and preventing and detecting
fraud. We have designed such polic
ies and internal
controls and procedures, or caused such
policies and internal controls to be desig
ned under our
supervision, to ensure that material infor
mation relating to the United Way is mad
e
known to us
by others within the United Way during
the period in which this report is being
prepared;
3.
The consolidated financial statemen
ts and other information contained in
this report fairly
present, in all material respects, the finan
cial position and results of activities and
cash flows of
the United Way as of, and for, the perio
ds presented in this report.
4.
We have disclosed, based on our mos
t recent evaluation of internal controls
over financial
reporting, to the United Way's auditors
and the audit committee of the United
Way's board of
directors:
a) all significant deficiencies in the desi
gn or operation of internal control over
financial
reporting which are reasonably likel
y to adversely affect the United Way
's ability to
record, process, summarize and report
financial information; and
b) there is no fraud that involves managem
ent or other employees who have a signi
ficant
role in the United Way's internal control
over financial reporting.
By:
Milton J. Little, Jr.
President
December 4, 2008
Mark Sutton
Chief Financial Officer
December 4, 2008
29
ioo Edgewood Avenue, N.E.
404 527.7200
Board of Directors
November 10, 2009
MINUTES
Attendance: Susan Bell, Tim Bentsen, Molly Burke, Dennis Burnette, Anna Cablik, Ray Cobb,
Peter Genz, Dr.
Beverly Hall, Jack Hardin, Justin Harper, Patricia Harris, Shed Harrison, Chris Houtchens, Michael Kay,
Joanne
Kelley, Larry Keys, Charlotte King, Jim Mothorpe, Grant Nelson, Mike Petrik, Tony Poselenzny, Gary Price,
Craig
Ramsey, John Somerhalder, Lee Torrence, Lyn Turknett, Libby Wanamaker, Alan White
Staff: Betsy Brown, Donna Buchanan, Bonnie Cole, Etha Henry, Cathy Hood, Milton Little, Rosalyn
Merrick, Ann
Mintz, Judith Service Montier, Catherine Owens, Mark Sutton
Welcome /Chair's Remarks
Larry welcomed all members to the meeting and stated he was looking forward to hearing who won
the
LIVE UNITED Tennis Classic and to sharing our agenda with Horace Sibley as he completes his
term as
Chairman of the Regional Commission on Homelessness.
11.
Approval of the September 23, 2009 meeting minutes
Motion was made, seconded and carried to approve the September 23rd minutes as written.
Ill.
President's Report:
Milton provided the following comments /updates:
•
•
•
•
•
•
•
•
•
IV.
Milton asked folks to remember Joanne Kelley as she had been ill and in the hospital
The LIVE UNITED Tennis Classic was a huge success; Sampras won the match and United
Way won in terms of a successful event and raising awareness regarding our work. The
Atlanta Athletic Club was a wonderful host and stated they had parked 6,000 cars for the event.
A meeting with our larger grantee partners will be held to rollout the Community Engagement
Implementation Plan and subsequent meetings will be held with other grantee partners.
Milton offered his thanks to the AU Center for their joint United Way kickoff which was a funfilled, energetic block party. All four university presidents attended and we received an
anonymous $10,000 contribution in addition to the results of the AU campaign.
Milton recognized the United Way staff for its successful campaign which raised $166 ,000 with
59 Cole Society members, and 8 Tocqueville members.
Milton referred members to the handout that outlined the grants made from the AIDS
Partnership Fund.
Milton spoke about the October 25th Homeless Connect event which was held at the Georgia
State Arena where hundreds of homeless men and women were connected to service providers
to provide them help. By the end of the evening, 30 people had been housed. Milton thanked
and congratulated the Regional Commission on Homelessness team and the providers that
supported this great event.
Milton suggested that he and Larry host small group sessions of the Board to allow Board
members to talk about their areas of interest and to have the opportunity to deep dive into the
Community Engagement Implementation Plan and other hot topics.
Milton noted that Ed Heys would be recognized as Fundraiser of the Year at the National
Philanthropy Day Luncheon and offered his thanks to Ed for his extraordinary leadership of
our2008 campaign.
Proposed Legislative Agenda for 2010 Session:
Mike Petrik, Chair of the Public Policy Committee, provided an overview of the legislative priorities for
the
year and asked the Board for its support of the 2010 Legislative Agenda. He noted it would be a tough
session as the state has been affected by the economic downturn.
Discussion:
•
Is there a particular legislation we are trying to defeat or advocate for? (The policy agenda is
very broad on purpose - the priority for us is value of relationships to help affect a bill.)
United Way Board Meeting Minutes
November 10, 2009
9
Do we have specific dollars set aside for advocacy efforts? (We have a staff of one, Ann Mintz)
Motion was made, seconded and carried to approve the 2010 Legislative Agenda as presented.
V.
2009 Campaign Update:
John Somerhalder, Campaign Chairman, reported that the campaign had audited $24.5 million
to date,
and that we are tracking with where we were last year at this time. John noted there is still a gap
of $1
million in our projection and asked for help from the Board with new business calls and Tocqueville
recruitment. While the campaign has seen incredible company campaigns, for example Assurant,
Publix, Kroger, and AGL, these have been offset by traditionally strong campaigns coming in short.
Larry thanked John for his extraordinary commitment and asked the Board members to consider
their
personal gift and to help John with connections he needs to raise the $80.5 million.
Milton echoed Larry's comments and stated that John and his team had uncovered every rock and
all
ideas to raise new dollars were being thoughtfully considered.
VI.
Financial Update:
Susan Bell provided a brief overview of the Financial Ledger stating the Finance Committee is paying
close attention to the level of designations in the campaign and noted they are tracking consistent
with
last year. Additionally, collections are tracking well. She was pleased to report that we had
recouped
$600,000 in investments in the first part of the fiscal year. She reported that the Finance Committee
has
been working with the Boys & Girls Clubs regarding their lease and they have come to an agreement
that will keep the agency in the building. She noted the United Way budget is tracking just under
budget,
and the year end audit is underway.
VII.
Community Engagement Council Update:
Molly provided a brief update of the Community Engagement Council, formerly known as the Community
Impact Council. She reminded members that the purpose of the Council is to drive implementa
tion of
the six goals, oversee the investment process, formation of the Collaborative Networks and Opportunit
y
Zones, collaborate on the macro budget process, and provide oversight of measures. She stated
the
composition of the Council is roughly the same as last year and they are looking to fill gaps; she
asked
members to contact her if anyone was interested in participating. Additionally, she reminded members
that the Community Investment Committee is a subcommittee of the Community Engagement
Council
and the Community Investment Committee composition will be assessed to ensure volunteers
have the
skills needed as we continue to transform the process. The Council will meet in January.
VIII.
Early Education Commission Update:
On behalf of Early Education Commission, Lee Torrence reported that the Commission has continued
to
refine its recommendations and reminded members that their task is to have success in education
reform. Their focus is on pre-kindergarten (0 - 5 years old) with recognition that education is important
at every level. To date, the Commission's draft recommendations include: public awareness campaign;
development of a quality rating system; parental engagement component; and quality with a focus
on
language and literacy skills. He reported the next Commission meeting will be held in January
at which
time further discussion and refinement of the recommendations will take place.
IX.
Ending Chronic Homelessness: progress to date and the unfinished agenda
Larry introduced Horace Sibley, Chair of the Regional Commission on Homelessness, and noted
the
special privilege it was to have him speak to our Board as he completes his service to the Commissio
n.
Horace highlighted the accomplishments that the Commission and United Way have made to date
stating the numbers are important but the people representing the numbers should always be a
reminder
that we have made great strides in ending chronic homelessness. Horace discussed challenges
that the
Commission will continue to address. Horace thanked the Board for their support and for allowing
him to
embark on the journey he is completing.
On behalf of the Board, Jack Hardin, offered thanks to Horace stating he had set the expectation
for
what a Community Champion is by being a champion for the homeless in this community. In
thanks for
and recognition of Horace's tireless work, we will have a "wall of compassion" in the United Way
building
(across from the Millner Room) of photos of homeless people Horace has touched. This display
will give
all of United Way's visitors the opportunity to see the legacy Horace leaves this community as
he steps
down from Chairing the Commission. The Board enthusiastically agreed with Jack and gave Horace
a
standing ovation and loud round of applause in recognition of his service.
2
November 10, 2009
X.
Announcements/Adjournment:
Larry thanked the Board for their support and interaction, and thanked Horace for his extraordinary
service to our community!
•
Larry reminded members to complete the meeting evaluation form.
•
Next Board meeting will be held on January 27th
Meeting adjourned.
Respectfully submitted,
(Original signed)
Mark Sutton, Corporate Secretary
3
58-0566194 Parley
NTA
:chctiule^;p"nrrrr990nr^:70EL}20 (77 UNTIED WAY OF METROPOLITAN ATLA
arit.able.
Nonch
With
nships
1 Part VII- lrnormation Regarding Transfers To and Transactions and Relatio
........___._.____..__....._..
ons (See panet l of the inshactigrs,]_.-_.__._......_ __.__._..___.__......_._...._.__._....__...__._..__..__..____.._...__._____
on drscril:rcd in sertiolr
organizati
intro
any
will
following
the
of
any
in
engage
indirectly
flit] the reporiincl ontanitalion directly or
or in section 527, totaling to pniihcal otganizalitms?
501(f;) o! the Code (other Ilan section 501 (c)(3) of flit nizations)
v es No
ble exempt organizaliorr 01:
lransfr.:r:: born the re.pnrling organization to a nondiarila
51a(i)...
X
i _X
(i) Cash
E;ten^pI
51
F,
rga..
(if) ((liter assets
b
Oilier trait sarairirrs:
b(i
orgallizaliorl
(i) Sales or escilanges of assets willr it norlcharitabte exeln{ll
on
exempt
organi.nti
labie
noru:hari
a
irony
asses
of
(ii) Purchases
,
,.
assess
other
or
t,
equipuurn
facilities,
of
Rental
(iii)
(iv) Reinrhursr:ntrni arranrenu;nis
(v) I oars or loan puarariters
x
g soliicilatians
(vi) Pcrlalrnance of services; or merrdrership or lurdraisin
Or paid employers
assets,
other
c Shirring of larililies, egrgrnreul. rrctltiuo lists,
value of file
l schedule. Column (b) should always show fire fair rrlarkel
followirlr
the
conrplele
d 11 the answer to any of lire above is `Yes.
any
in
value
market
fair
!bait
less
orr. II rile organization received
tluods, other assets, or services liven by tile reporting ortlanizali
received:
services
or
assets.
of the ponds, oilier
iransaclion or sharing arrangenlent,show in Colornn (d) flirt Value
(d)
(e)
(a}
(b)
Linn: no.
A rrtruul involverl
itanie of noncharitable exenrpl organization
-.___.__.
u5l I;--__.64946 8 6. NITED_._WAY.._...__---- ---------
52 a
b
1s Ili[;, rnrianirrlion direclty ur indirecllyafhlitded with, or related to,
Code (olhnr 111,111 serlitrn :,r71(r:5Sii or in section 527?
It"Yrs.`cornphar° Ihts hrilo^ximti x rau:dulr.:
(a)
11, 1 1 111! of olnaniiatiim
x
Clescriptioo of transfers, transactions, will sharing atraogernenis
SEE STATEMENT 18
iron ul lnore fax-exellrpi oryarlizalir}ris rlescribt:d io section hOi(r.)
of life
Yes
I X No
N %_r
(b)
]vile of orgarmaliorr
Schedule A (Form 990 or 990-E7) 200
ioo Edgewood Avenue, N.E.
404 527.7200
Board of Directors
September 23, 2009
MINUTES
Attendance: Leroy Abrahams, Tim Bentsen, Brad Branch, Molly Burke, Dennis Burnette, Ray Cobb,
Justin
Harper, Patricia Harris, Shed Harrison, Bob Jimenez, Michael Kay, Larry Keys, Sam King, Steve
Lomax, Jim
Mothorpe, Grant Nelson, Sam Olens, Mike Petrik, Tony Poselenzny, Gary Price, Craig Ramsey,
Sylvia Russell,
David Satcher, John Somerhalder, Rob Tornow, Lee Torrence, Lyn Turknett, Libby Wannamaker
Staff: Betsy Brown, Donna Buchanan, Bonnie Cole, Sharen Hausmann, Etha Henry,
Cathy Hood, Ray Knott,
Milton Little, Rosalyn Merrick, Judith Service Montier, Catherine Owens, Mark Sutton
Welcome/Chair's Remarks
Larry welcomed all members to the meeting. He introduced Justin Harper who will be serving the
remainder of this term with us as a Board Fellow from Georgia-Tech. Justin is an MBA student at
Georgia-Tech and will be graduating in May. He received his Bachelors degree from Brown University,
and is particularly interested in the field of education.
II.
Approval of the July 21, 2009 meeting minutes
Motion was made, seconded and carried to approve the July 21St meeting minutes with one
change:
Under "Financial Update" the first sentence should read, "uncollectibles for the 2007 campaign are
tracking at 8.0%; below the provision of 8.5%".
III.
President's Report:
Milton provided the following comments/updates:
•
Joanne Kelley had heart surgery and he asked the Board to keep her in their thoughts,
•
Milton described his recent visit to Rockdale County where extraordinary work is being done to
provide healthcare to those who have no insurance and are in need.
•
There were 3,600 2-1-1 calls between 9/21 and 9/22; 123 were flood related.
•
The Boys & Girls Clubs has asked for early termination from their lease in our building as they
have free space available to them in their headquarters' office. He noted the Finance
Committee has made a generous offer to retain them in the building and a volunteer to
volunteer meeting will be held to discuss and, hopefully, resolve the issue in a manner that
maintains their tenant status..
•
He noted the op ed in Sunday's Atlanta Journal Constitution by Dennis Lockhart and Beverly
Tatum regarding the early stage recommendations from the Early Education Commission. The
Board will be hearing the recommendations in the near future.
•
Milton thanked all those who attended the campaign kickoff and noted a great start to the
campaign; he congratulated John Somerhalder on the success of the event!
•
Milton stated some companies are receiving pressure from Earth Share and Children's
Healthcare of Atlanta to open their campaigns beyond United Way, and how we manage this
challenge will be key. Gary Price and the Strategic Resource Development Committee will
address this issue; he asked members for their input on this issue and asked that they
contact
Bonnie or himself.
•
Regarding the campaign, he reported we need help with new business and lapsed donors and
will be reaching out to the Board for assistance.
•
In terms of the 2010 campaign chair, he acknowledged this person needs to be in place by the
end of October. He recommended an ad-hoc committee be formed to determine a cultivation
strategy and a short list of prospects. Additionally, he recommended that a blue-ribbon
marketing committee be formed to help execute, guide and monitor messaging and media
relations work. He suggested we may need another ad-hoc group to finalize recruitment of the
Marketing Committee Chair.
IV.
Ann Stallard, Chair - United Way U.S. National Board of Trustees
Larry welcomed Ann Stallard "home" and thanked her for being at the meeting to share her thoughts
and
vision for United Way's national work. He reminded members the July 6Lh "Hometown Celebration
" at
UPS where Ann was recognized, honored and celebrated as Chairman of the National Board of
Trustees
September 23, 2009
for United Way U.S. (formerly known as United Way of America). He introduced Ann, recounted her
extensive background with our United Way and the United Way system, as well as her leadership role
with YWCA. He noted Ann is the CEO and Chairman of the Board of Graphic Communications
Corporation, located in Lawrenceville, C=,nnrgia.
Ann thanked Larry and the Board for giving her the opportunity to attend. She thanked the Board and
our United Way for its leadership to the United Way system as the founding organization for 2-1-1, for
being the forerunner of the impact work, and for modeling the way from being allocations driven to
interactive with grantee partners. She stated that among the United Way family of 1400 organizations,
over 1 million volunteers, and combined budgets of $5.7 billion, United Way of Metropolitan Atlanta
drives the work and leads the way by weaving all aspects of the community together to provide a strong
safety net for our community.
Ann highlighted the three national goals and benchmarks for all three. In addition, she stated the
challenges ahead in fundraising given the economy and slow recovery. She reminded members that
United Way Worldwide allows our national system to be connected to fifty other countries that are all
committed to a shared vision, diversity and transparency.
The Board warmly thanked her for her comments and for sharing her vision.
V.
Financial Update:
On behalf of Susan Bell, Craig Ramsey provided a brief overview of the Financial Ledger noting the '07
campaign closed with uncollectibles at 7.88%. He reviewed revenue risk and investment risk, noting this
was the first investment gain realized in eighteen months.
VI.
2009 Campaign Goal Discussion:
Larry congratulated John Somerhalder on a successful kickoff event and asked him to give a status
report. John reminded members that the Campaign Cabinet set a goal of $80.5 million which was
formally announced at the kickoff. The Cabinet believed strongly that the goal could not be less than last
year' s amount raised because of the increase in needs. Each member of the Cabinet identified ways to
help bridge gaps that will help us achieve $ 80.5 million. John noted some large companies have scaled
back their campaign because of the economy and we are working hard to encourage companies to
maintain their commitment level. He asked for the Board's help in retention of our current Tocqueville
members, soliciting new members, and in opening doors with new business accounts. Bonnie Cole
stated the revised new business list will be emailed to all members and asked members to review the list
and respond to her indicating where they can help. Additionally, she reported ticket sales have been
good for the Inaugural LIVE UNITED Tennis Classic on November 7th and additional sponsorships are
needed.
Larry encouraged the Board to complete their personal pledges as soon as possible so that we can
report our Board's commitment to John. He stated he will personally follow-up with all members.
VII.
Community Engagement Implementation Plan: Molly Burke asked the Board to consider two things
as she reviewed the implementation plan: (1) do you agree with the pace of the proposed transition? (2)
Is this plan one that others can buy into?
Molly indicated the plan was developed around the six goals, and to achieve the goals there are two
overriding strategies: (1) Collaborative networks - there will be one network for each goal, and (2)
Opportunity Zones - a deep dive in a geographic area where our lead role would include catalyst for
change/ investor to make holistic change. This is place -based at the neighborhood level. This year, we
will work with three Opportunity Zones to learn from their work. There will be two funds to support this
framework: sustainability funds (will go toward six goals), and flexible funds (for innovative work). She
reminded the Board that the framework and new strategies are to help us make progress in the six
goals, not to fund agencies. She noted next year will require a transition to fund work via the
Collaborative Networks and will require realignment of grantee partners. Molly asked for the Board to
provide feedback on whether or not we are on track to continue and fill in the details of the plan.
Discussion:
•
Thanks for your leadership. Our message has to be very clear and describe what the $80 million will
do over the next year, and what $800 million will do over ten years. Young leaders require this level
of clarity.
•
Excellent framework - a lot of interaction at the community level will be anticipated by all. As we
continue to work through the details, we should be mindful to include the communities in our
planning.
2
September 23, 2009
•
•
•
•
•
•
Our goal for "young people avoid risky behaviors" should include verbiage about them being "safe"
as safety for young people after school is one of the biggest issues for some communities.
We need to include young people, high school students, in our conversations to help bridge the gap
in terms of what they need and what is currontly offered through social service organizaliuins, and
should provide an avenue for their continued involvement in helping shape our plans.
We should acknowledge this is a learning framework as we present this - we should be openminded and tweak as we go.
Implicit in the previous comment is the discipline required as we share this to listen and be flexible
vs. being right.
Our interaction with communities, grantees, etc. has to begin soon as it is a big step that is
necessary when working in community.
Grantee partners need to hear the plan at the same time, with clarity and the opportunity to ask
questions. A communications strategy is critical.
Motion was made, seconded and carried to accept the Community Engagement Implementation Plan as
presented.
Bob Jimenez offered to share the results of a three-year study conducted by Cox on the habits of
'generation y' folks that will help inform our thinking regarding this group of volunteers /donors.
VII.
Announcements /Adjournment:
Larry thanked the Board for their support and interaction, noting everyone's opinion and perspective is
needed and welcomed.
•
Larry welcomed Shed Harrison of IBM to his first meeting, and asked Shed to introduce himself.
Larry reminded members to complete the meeting evaluation form.
Members interested in having their photo taken in a LIVE UNITED t-shirt are welcome to stay for a
few minutes.
Meeting adjourned.
Respectfully submitted,
(original signed)
Mark Sutton, Corporate Secretary
3
1asName
q
6't NameIIHr^
Nu
BOARD OF DIRECTORS
Keys
Larry
0.
Ramsey
L.
Craig
Burke
Molly
B.
Torrence
Lee
Bell
Susan
Branch
Brad
Poselenzny
Anthony
Bentsen
Tim
E.
Abrahams
Leroy
Anderson
Richard
Barnes
Paul
Burnette
Dennis
Ca b ik
Anna
Erickson
Gordon
Garrett
Mike
Genz
Peter
all
Beverly
Hardin
Edward
J. (Jack)
Harris
Patricia
Harrison
Shedrick
Houtchens
Chris
Jimenez
Roberto
I.
Kay
Michael
Z.
Kelley
Joanne
King
Charlotte
King, Dr.
Samuel
T.
Lee, Rev.
Ed
Lomax
Steve
Mothorpe
James
A.
Nelson
Grant
Glens
Samuel
Petrik
Michael
T.
Price
Gary
Reiman
Joey
Russell
Sylvia
Satcher
David
Somerhalder
John
Tornow
Robin
G.
Turknett
Carolyn
Wanamaker
Elizabeth
Welch
Jacqueline
M.
5
C
C
C
C
C
C
C
C
A
C
C
C
H
C
C
C
A
C
A
A
C
H
C
C
A
A
A
C
C
C
C
C
C
C
A
A
C
C
C
C
A
acc
M
M
F
F
M
M
M
M
M
M
M
M
M
F
M
M
M
F
F
M
M
F
M
F
M
M
M
M
M
M
M
F
M
M
M
F
M
F
M
,, r IP
Chair
Board Chair-elect
Community Engagement Chair
Community Engagement Chair-elect
Finance & Property Chair
Finance & Property Chair-Elect
Strategic Planning Chair
Immed. Past Board Chair/Nom. Comm
At-Large Member
At-Large Member
At-Large Member
Cherokee County
At-Large Member
At- Large Member
At-Large Member
At-Large Member
At-Large Member
At-Large Member
Grantee Liason
At-Large -Member
At-Large Member, Paulding
At-Large Member
At- Large Member
At-Large Member, Douglas County
At-Large Member
At-Large Member, Rockdale County
At-Large Member, Clayton/Henry
Labor Member
At-Large Member, Fayette County
At-Large Member, Cobb County
At-Large Member
Public Policy Chair
Strategic Fundraising
Marketing Committee Chair
At-Large Member
At-Large Member
Campaign Chair
At-Large Member, Coweta County
At-Large Member, DeKalb County
At- Large Member
At-Large Member
T
Gendrr
_4
7-
Group Director, Comm. Connections CCNA
SVP, Human Resources
Chairman, President and CEO
Director of Analysis
Chairman
Partner
Market Managing Partner
Founder & CEO
President
CEO
Superintendent
Pastor
President
Executive Director & CEO
Vice President
Executive Vice President
Vice President
NA
Superintendent
Office Head
Regional Managing Director
General Counsel
Retired, IBM
Office Managing Partner
Office Managing Partner
Vice President, Corporate Strategy
Managing Partner
EVP
CEO
Regional Commissioner
President
President
Senior VP
President & CEO
^^^ -
Act
Streetgdd ress
3475 Piedmont Road, NE, S
75 Fifth Street, NW, Suite 1
4200 Wildwood Parkway
3900 Byrnwyck Place
Ernst & Young, LLP
55 Ivan Allen Jr. Blvd, Suite
Deloitte
191 Peachtree St., NE
UPS
55 Glenlake Parkway NE
KPMG LLP
303 Peachtree Street, Suite
SunTrust Bank
50 Edgewood Avenue, 3rd F
Delta Air Lines
P. O. Box 20706
Social Security Administration 61 Forsyth St., SW, Suie 23T
Cherokee Bank
1275 Riverstone Parkway, P
Anatek, Inc.
1513 Johnson Ferry Road, S
Merchandising, Decor
2455 Paces Ferry Road
Georgia Power Company
241 Ralph McGill Blvd., BIN
King and Spalding, LLP
1180 Peachtree St., NE, 30th
Atlanta Public Schools
130 Trinity Avenue SW
Rogers & Hardin, LLP
229 Peachtree St., NE, 2700
The Edge Connection/Coles Col 1000 Chastain Rd., Box 3305
IBM
7100 Highlands Parkway
Metro Bank
P. O. Box S369
Cox Enterprises, Inc.
6205 Peachtree Dunwoody
NA
100 Galleria Parkway, Suite
Kelley & Associates
2991 Concord Way
Snowden & King
109 Eagles Club Dr.
Rockdale County Public Schools 954-N. Main Street
Shiloh Baptist Church
P. O. Box 2410
UFCW Local 1996
3302 McGinnis Ferry Road #
National Financial Services Grot 205 Kentwood Drive
Genuine Parts Company
2999 Circle 7S Parkway
Cobb County Board of Commis: 100 Cherokee Street., Suite 3
Alston & Bird
One Atlantic Center, 1201 W.
PricewaterhouseCoopers
10 Tenth Street Suite 1400
BrightHouse
790 Marietta Street
AT&T Georgia
675 W Peachtree ST NW #45
Morehouse School of Medicine 720 Westvlew Drive, SW
AGL Resources
10 Peachtree Place
640 Lindsey Barron Drive.
Turknett Leadership Group
2310 Parklake Drive, Suite 50
The Coca-Cola Company
USA 428A, P.O. Box 1734
Turner Broadcasting System, In One CNN Center
Mercer
Accenture
General Electric
na
United Way Sta ff April 2010
NAME
_
(FT/PT
Ahmed, Maryam
F
!Arnold, Antonette
IF
IF
,Ashison,Rhonda,
Austin, Leah
]Bagwell, Stephanie
IF
I Baldwin, Monique T.
F
Barber, Claribel
Bash, Estela
F
!Baugh, Ginneh
F
Bentley, Diedre M.
IF
____ Berchmans, Rebecca M.
IF
Biswas, Protip
F
!Botero, Marioly
1F
Bramlett, Jeffrey
`j F
Braswell, Tawanda
!F
Brooks, Marvin
IF
lBrown, Betsy
F
F
Brown, Connie
F
Brown, Janine M.
F
Brown, Kirk
F
TBrown, Sherise
F
Buchanan, Donna
F
(Burke, Claire N.
IF
!Burnett, Brittany
F
Burnham, Donna E.
IF
!Cain, Cori
F
!Canty, Lauren
F
Canty, Nicola S.
IF
(Carter, Doris D.
P
__
Carvajal, Liliana
F
(Castilla, Kivatah
IF
Chandler, Ishmael A.
IF
Christian, Tracy
F
_
!Clarkson, Elizabeth R.
F
!Clements, Jackeline
_F
Cline, Claire
F!Cole, Bonnie R.
IF
!Conyers, Gail D.
IF
Cooper, Angelle F.
F
Cox, Lauren
F
!Cross, Catheryn
P
Crouch, Terri D.
IF
!Crumby, Carol
IF
Daane, Ann M.
F
_
!Daniels, Kysa
IF
Daring, Diana
F
i
__7
Darsey,Sabrina B.
F
_
'Davenport, Louise S.
F
Davis, John
F
Decker, Lori
F
Delgado, Alida C.
jDeLoach, Nancy J. `
?Dempsey, Leshon
United Way Staff List - April 2010
IF
IF -1P
Position
DC
CCA
AF
- Database Coordinator
- Call Center Agent
ArCOUnt Executive
DRERF - Director, Early Reading First
j CCA
-Call Center Agent
- Admin Coordinator
AC
CCA
-Calf Center Agent
ILCERF - Literacy Coach - ERF
I DIRKNOW - Dir, Data Mgmt Knowledge
EAI
- Executive Assistant I
S AE
- Account Executive
VPZONES - VP, OP Zones
M211D
Mgr, 211 Database
CCA
- Call Center Agent
! LCERF - Literacy Coach - ERF
! NOT
- Network Operations Techni
! EXASPRES - Exec Asst to President
PM
Project Manager
DLR
- Director Of Labor Relatio
AE
- Account Executive
COORYOTM - Coordinator, YOTM
VPCOO -Vice President/COO
ASCO - Asst Controller
, DIRWPCAM - Director, Workplace Campa
DRUW211 - Director, UW211
SENDRSS - Senior Director, Smart St
CCA
- Call Center Agent
CCSPEC - Call Ctr Specialist
CCA
- Call Center Agent
_
(CCA
-Call Center Agent
MAJGIFPD - Major Gifts, Program Dir
jCCA
-Call Center Agent
OMGR - Office Manager
LCERF - Literacy Coach - ERF
I SM
- Shift Manager
AD
Area Director
SVPREDE -Senior VP, Res Dev
!DIRCOMPT- Dir, Comm Partners/Invest
!PM
- Project Manager
!ADRD - Assoc Director- Res Dev
INT
- Intern
IPM
- Project Manager
AD
Area Director
IFM
- Facility Manager
_
_PM
- Project Manager
jCCA
-Call Center Agent
I
1CCA
Call Center Agent
ARA
- Accts Recv Asst
jSACCTEXE - Senior Acct Exec
DQM
ICCA
- Data Quality Manager
- Call Center Agent
ADRD - Assoc Director- Res Dev
- Intern
lINT
_
Donaldson, StaceyA.
Eccles, Kevin S.
Echols, Erin L.
Edeburn, Paige
Egan, Mean
Filiberto, Susan
Finch, Lillie
Franks, Smetra L.
Galbraith, Michelle
,Gilead, Emily C.
IF
IF
AE
1ADCI
IF
F
MHR
PM
AD
Area Director
- Area Director
ADR
CCA
- Call Center Agent
CCA
- Call Center Agent
jACM
- Accounting Manager
SCCS - Sr Call Ctr Spec
DRGRR - Director, Get Ready to Re
MEP
- Manager, Event Planning
- Call Center Agent
CCA
LCERF
Literacy Coach - ERF
PM
Project Manager
CCA
- Call Center Agent
MPR
- Mgr, Prospect Research
1 LE
- Loan Excutive
OM211 - Outreach Manager, 211
SM
- Shift Manager
VPEL
Vice President, EL
( SWENGII - SW Engineer II/Integratio
( EVPCOMI - Executive VP, Comm Engage
! CCA
- Call Center Agent
U CCA
- Call Center Agent
EASI - Executive Assistant I
VPHR -VP, Human Resources
DBS
-DatabaseSpecialist
- Case Manager
CM
AE
Account Executive
I LCERF - Literacy Coach - ERF
- Mgr, Community Engagement
I MCE
( AC
-Admin Coordinator
Admin Asst
HDJLA
Help Desk/JR LAN Admin
SL
- Shift Leader
I ADRD - Assoc Director- Res Dev
CCAR - CCA/Receptionist
! AD
- Area Director
INT
- Intern
AE
- Account Executive
IAUDSPE - Audit Specialist
- Call Center Agent
CCA
F
F
F
IF
IF
F
Gitau-Magu, Mercy
F
Godley, Charmaine
F
___ Gorman, Christopher
F
Green, Shannon
F
Greene, Norise
F
Hall, Tracil^ F
Halley, Monique
F
4
;Hamilton, Virginia
IF
Hamm, Charles D.
F
Hammond, Monica
F
Harper, Mitchell
IF
Hausmann, Sharen
F
' Hayes, Deanna
IF
Henry, Etha
IF
Herrera, Silvia R.
IF
!ester, Reginald
F
Holloman, Scheryl H.
F
Hood, Cathy
F
Howell, Ashley R.
IF
Howell, Deidre P.
IF
l Hungerford, Sarah A.
IF
1 Hyler, Kimberley
F
Irvin, Andrea
IF
Jacobs, Shaquanda
IF
James, Natasha
iF
James-McLean, Astara G. F
Johnson, Janell D.
IF
Jones, Reina J.
IF
! Jordan, Andrea R.
F
! Jordan, Demetrius
IF
! Joyner, Danielle
IP
Kasych, Kelly
jF
i Keezer, Candace
F
_ Kelly, Brenda
! Kelly, Laura
_I F
IF
-_
King, Katie M.
Lamotte, Pamela
_
Langston, Margianna
Lee, Duane A.
FLee, Evan
MCOMMN - Mgr, Communications- New
FI AE
- Account Executive
:F
ICQA
- Coordinator, Quality Assu
P__
IF
F
______,Linear, Lillie
............... IF
i Little Jr., Milton
IF
Little, Judith
F
!Long, Dennis A.
IF
Lorio,Tequilla
F
Account Executive
- Associ Director, Comm Imp
- Mgr, Human Resources
- Project Manager
IDIRDISPR - Director, Disaster Prep
LE
- Loan Excutive
I DV
- Director, Volunteerism
CM
- Case manager
[PRES -President
I DFGG - Director, Foundations & G
I MAJGIFOF - Major Gifts Officer
IA
- Integration Analyst
_
Ly,Thanh
I Marane, Bentley
Marshall, Brenda
Marshall, Jondreia
Mayfield, Terry L.
McCants, Gladys
(McCollum, Kristen
McConnell, Carolyn
McCroskey, Helen
McDaniel, Jan
McMinn, Deborah
McNeal, Sherrie
^ McWethy, Barbara G.
Miller, Laura
________
_
_
_
_
IF
IF
F
'F
F
F
F
,F
IF
'F
F
F
IF
F
jMilling, Dana
Mills, Julie R.
IF
Mingo -Grant, Brandi
Minton, Elizabeth
Mintz, Ann M.
(Mitchell, Katrina D.
Morris, Aquandra L.
Morris, Karen L.
Morrisey, F E.
Mosley, Rashid G.
Naranjo, Juan
Norris, Daisy M.
North-Dickerson, Cheryl
Novoa, Maria
Nunez, Maira
( Nunez, Ofelia N.
Nutter, Heather
Owens, Catherine
Owens, Jakara M.
Pate, Karen J.
( Patton, Sakinah
IF
P
P
IF
IF
IF
IF
IF
F
F
F
IF
IF
IF
F
IF
F
P
F
Pavloff, Hollie
F
Peabody, Edward
F
Perez, Magdalena
IF
Perkins-Heywood, Kimbe rI F
Phillips, Lurenia
F
Plehn,Nhora
IF
( Pressley, Eric
IF
! Prillaman, Jackie S.
IF
Proffitt, Carolyn K.
F
Quinnine, Sharmaine
F
! Quiros,Giovanna - I F
Rice, Jessica L.
F
Riemer, Jill
F
Robinson, Janice
F
! Robinson, Melanie
F
! Robles, Elizabeth
Rolfes, Lea
Ross, David
( Rouse Jones, Linda R.
l Rowell, Sandra
F
;F
IF
IF
IF
CCA
- Call Center Agent
1EDPGIV - Executive Director, Plann
OPERMGR - Operations Manager
PCA
- Pledge Control Asst
CCA
- Call Center Agent
DIRINCOM - Director, Income
ICONTL
Controller
DIRE - Director eBusines
DIRPRODE - Dir, Professional Dev't
1SPCDIR - Dir, Special Projects
ADCI - Associ Director, Comm Imp
AE
- Account Executive
PM
- Project Manager
MCE
PM
- Project Manager
- Shift Manager
I SM
IPA
Project Associat
DPP
- Director, Public Policy
SDRERF - Senior Director, Early Re
OMGR - Office Manager
ASC
-Admin Svc Coord
( ADCI
- Associ Director, Comm Imp
CCA
-CallCenterAgent
I PCA
- Pledge Control Asst
REC
- Receptionist
CCA
- Call Center Agent
I CCA
Call Center Agent
- Office Manager
I OMGR
ADCI -Associ Director, Comm Imp
EXASCOO - Exec Asst COO
; CCA
- Call Center Agent
- Project Manager
I Pm
DRERF - Director, Early Reading F
DSTP - Director, Sub-Teacher Pro
I MAJGIFOF - Major Gifts Officer
' AC
- Admin Coordinator
TRMGR - Training Manager
CCA
- Call Center Agent
- Mgr Community Resources
MCR
NSMGR - Network Support Manager
I OMGR - Office Manager
I AD
- Area Director
- Call Center Agent
CCA
CCA
Call Center Agent
INT
- Intern
EDRGAIC - Executive, Director, GA A
1 DRVIP - Director, VIP
LE
- Loan Excutive
( CCA
- Call Center Agent
EDCVC - Executive Director Commun
WRGP - Writer/Graphic Designer
EAI
CCA
- Call Center Agent
_
Rucker, Nancy
Rudd, Jacki G.
Scott, Amber D.
_
_
Service Montier, Judith
Shaw, David
!Shaw, Kristen
;Silver, Lawrence E.
!Sims, Gina I
Singletary, Sheryl
(Smalls, Tameka
Smith, Cheryl
Smith, Kevin L.
Smith, Lynda L.
Smith, Ruth C.
! Smith, Shemeka K.
], Solomon Bell, Deborah
F
^F
F
IF
F
F
F
F
F
F
F
F
F
F
P
F
' Stanley, Fenella
F
Staples, Ortrilla M.
IF
Steele, Erin
F
Sterne, Charles C.
IF
Sumpter, Gloria
F
Sutton, Mark D.
IF
Thomas, Fernanga C.
IF
_ _ Thurmond, Rosemary
1F
_ _ ; Tisdale, Jilo M.
IF
---(Toler, John T.
F
Travis, Allison
IF
Vargas, Hector
F
Vinson, Bryan
F
Walker, Charles
IF
Wallace, Tanya
IF
Waller, Renaye D.
F
Walters, Jerry
IF
Wamsley Osoris, Molly
P
!Warren-Barbour, Allison N. F
W en, Oleatha
IF
;Welch, Arnita G.
IP
(White, Malika
F
Williams, Ashley S.
F
__
Williams, Emma
IF
Williams, Lakeatra
IF
_
_
Williams, Orinzal
IF
!Williams, Rosalyn D.
IF
Willis, Rochelle
IF
Spanburgh, Mary
__
(Willis, Sheri
;Wilson, Deloris C.
Wilson, Tenille
;Worthy, Seab
,Young, Rubin P.
IF
P
IF
IF
IP
Zemnick, Niki
IZubler, Donald T.
F
F
IZvobgo, Varaidzo
JP
AC
I LE
PM
- Admin Coordinator
- Loan Excutive
- Project Manager
,VPMKTCOM - Vice President, Marketing
ISENACT - Senior Accountant
IGRAPHDES - Graphic Designer
MSHC - Mgr, Supportive Housing C
MAJGIFPD - Major Gifts, Program Dir
SACCTEXE - Senior Acct Exec
I EAI
DRPP - Director, Pledge Process[
AD
- Area Director
LE
- Loan Excutive
CCA
- Call Center Agent
TEMP -Temp
MCE
- Mgr, community Engagement
- Call Center Agent
CCA
I AC
-Admin Coordinator
I DCOMM - Director, Communications
I MCE
I DIREARED - Director, Early Education
VPCFO -Vice President/CFO
MAJGIFOF - Major Gifts Officer
1 SCCS - Sr Call Ctr Spec
; FLSTC - Family Literacy/School Tr
I LE
- Loan Excutive
DATAWEB - Data Web Coordinator
DIRNB - Director, New Business
VPADEV - Vice President, Area Deve
DPSA - Director, Public Sector A
ACCT -Accountant
- Project Associat
I PA
I AE
- Account Executive
I EAI - Executive Assistant I
IAA
- Admin Asst
MRM
- Media Relations Manager
I CM
- Case Manager
APC
- Accts Payable Coord
MHRII - Manager, HR II
IEDRIT - Executive Director, Infor
- Admin Asst
AA
IEASI - Executive Assistant I
ADRD -Assoc Director- Res Dev
INT
- Intern
SL
CCA
AA
- Shift Leader
- Call Center Agent
-Admin Asst
JARTDIREC - Art Director
jSENSMGR - Senior Shift Manager
INT
- Intern
_
United Way of
Metropolitan Atlanta
United Way of Metro Atlanta
Schedule of Proposed Budget by Operating Division FY 2010
6/30/09
FY is July 1, 2009 to June 30, 2010
(In Thousands)
Fund Raising & Administration
Resource Development
2009/10
Approved
$2,525
Community Engagement
1,309
Management and General*
3,025
Area Development
1,531
$ 8,390
Community Service (Program) Budget
Community Investments
Community Programs (Labor, MACVC, VIP,
Volunteer Solutions, & GIK)
$ 1,707
356
211 Service
2,454
Area Development
1,020
$ 5,538
$13,927
Outside Income
(324)
Investment Income
(300)
624
$13,304
N.B.: Projected Operating Budget for FY 2010 - 2011 is not yet available. Note that UWMA fiscal year
runs from July 1 to June 30.
I'ntlri
Return of Organization Exempt From
Income ax
Under section 501(c), 527, or
tz
'.i
or"Ei r:o X,af•on.:;
4947(a)(1) of the Internal Revenue code (excep
t black lung
benefit trust or private foundation)
E0 9
trd C, r::! t.r.ve,„^>M.:ce
the organization may have to use a copy of Ibis
Open to Public
return to satisfy state reporting requirements.
A For the 2007 calendar year, or tax year
Inspection
beginning
JUL 1, 2007
and ending
JUN 30, 20 0 8
0
ti,rnre of organization
0 Employer identification number
UNITED WAY OF METROP
OLITAN ATLANTA
Honlher and street (or f'.(1. fox. it nrlil is nut deliver
ed to street ad fit ass)
100 EDGEWOOD AVENUE
NE
City of lola`n, shalt:-err country, and ZIP + 4
58-0566194
Itoornisuiie E Telephone number
404-527-- 7 322_
F RrNrrnltn@fitihn6"
ATLANTA, GA 3 0 3 0 3
[
[____^ Caah [
J :.;;',,,;,_
Othe:
Section 501(c)(3) organizations and 4947(a
)(i) nonexempt charitable trusts
must attach a completed Schedule A (Form
990 or 990-Fl).
H and I are not applicable to
section 52"7 oroanirrjlions.
H(a) Is this a group return fat affiliate
6__.YWebsie :_)-Wt7W_._q:^TITEDWAY
s?
Yes ENe
ATLANTA_ORG
H(b) If "Yes," enter number of affi)iatrs
amzation type t: n, art c!ar ^X^ 501(,
_
N
^._..
[A.
,) (3
i
r„,art, ,1 (_ i 4947(a)(i)oLn 521
0(c) Ale all affiliates included?
IC (recir t oar
N/A
1 ._ I it the organiZFriion is not a 509(x)(3)
[_ _^Yes Î .~_) 140
(It "Ho, attach a list.)
supporting organization and its gauss
receipts are normally not more, than $25,000.
H(d) Is this a separate return filed by an
A return is not required, but if off, organi
of
zation
ttanizatinn covered by a urnup ruling?
chooses to file a r eturn, be sure in file a t:empie
le return.
X,) No
Group bxem_nlion
I
M
Gt ass t eceipis; Add lirie.== fit, °h, Sir, and 10b
to line, 1?_
L
Part E I,. Revenue, Expenses, and Changes in
Net
Conlritiutinns Hilts grants, and similar amoun
ts receiver:
Cosh ibutions to donor advised funds
1
109,011,_280.
Assets or Fund Balances
to 1
Flu Oct puhiir, support (not included on line la)
lb __.._7.8.._,..199.!.._840...
Indirect public support (rot irlctudct) on fine
in}
Government conirihrtions (grants) (not includ
ed on line 1a)
Total (arid lines t o Iirrough Ira) (t:ash
S
100, 66131.6 6 .
Prnurart service revenue including (tnvrrn
rnent fees and corrirat:ts (trot
Member:;hip dues and nsses;snlerrt
Iritr?re sl alt 3iaVji(t5 Filill )f:ltipnlilfl' Catil1 invil5tll
Chec(t - [._._ 1 it the organization is not
requited to attach
Sri', H (Form 990,990-H, or 990-pr,).
noncasf $
(Part VII, lute 93)
94 ._,.._686
1t'.ril5
I tividenrts lmd i ilerest from securities
922,957.
Gross rents:
I ess: tentat expenses
Net rental inconu; u! (toss). Subtract bite Bb
Other invesuneni income (ttescribr.
8a
filet fine fa
-
(2rrr;,, arr!trrrti bon! sake, (it assets other
(A) Ser uritie s
than inveninrv
If
c Gain or (loss) (flnactt schedule)
d (-het gain uI (luss)_ C:olnhor: fine fir:, color-m
s (A) anti (Ii)^-^
9
(EliOtimr
I -.ss: cost of ether basis arid sales t7Xpfittrtr'S
8c_
Sper:ial evurlts and activities (attach
schedule) If auv amorrtt is horn gamin
g. afar, heat'.
... ... .. ... ... _. ..... 0%!.mtnit,nlsir:;. ro-f:^rrcA
r•G (i_<r 711 %
9a
h 1 rss; (liter., eXpP.n;eS otti{:r than fundra
a
i:rr.y. fr:qn=, !::rd ni;h;rintu3
ising exprnsta
Net merge: of ilossi fr,rn Special ovents.
Subtract line [ill hem liar Pa
10 if t;tnss sales of inverriory, less returrls and
atirrwaricr:s
b 1 c:s: (-rest cif nontts sobl
gar j.
C.
c
(',loss pinht or (loss) torn sates of invent
ory (atrarh
1
f95 I
; lob I
schctittle). S!artlart hill, 1011 haul
line 10a
Ollwr rf;vrrlne (L fan Part VII, tine 10,',)
t otal revenue. Adfi luuc5 1t 7. 4 5 tar, 1
8d. (to 1(tr„ tool 11
PI age, m st n=ire: (trout Ilot, 44. entrain (111)
980 471
12_...'10
..__ 9,011 ,280
100,625,x453
L;tan,;nefncni a:nl r.tcn(ual limit brat 44,
r:nhurn! (C))
1 I1lldl;1!Si171l r(rorl, lint: Al f.ritlliltll
(1)11
1,;lVotanc it atii11;;lr.:. iallarll s f:iicduicj
_ 17 _ ... Totttle
_ xpenses. Arillines 1f,anti r ,rofrnn
(tJ __.:......__:
l:xtt s ill (Iteticit) tar Ii.- year. Subtra
ct time 171rorn line 12
G ^,! 19
Hot assets of fund tralancos at beginning nt
4.
vier (Irons line 73, rolurnn (A
_
7
SEE STATEMENT 1
Î 18
20
1_21
141_
15
16
3,489,685.
6 .09 6 561
560,760.
772.,..Q59
_,._
G
outer r;hfingr:s ill Wei assets of fund balances
(aiiacll e>pianailor))
Ifni assets (,if hind halances at end of
year. Combine lines 18, 19, and 20
i FIA For Privacy Act and
Paperwork Reduction Act Notice, see the separa
te
SEE STATEMENT
instructions.
..
9_.t _ __
65
5 _5
2
1._20 I1 115 , 6 6 7
L 21
62 670 , 8
[:of in 990 (2001)
Form
8868
(Rev.
April 2008)
e To File an
Application for Extension of Tim n
Exempt Organization Retur
File a separate application for each
1,nerd ci for 11,aSwy
v
If'Yi^^n31 nevor,ue Score
(7P96 No. 15,15 1709
return.
..... ..... ........
Part I and check this box ..............
3-Month Extension, complete only
c
mati
Auto
an
for
forn» ).
g
filin
of
are
:f you
plete only part 11 (on page 2 this,
Automatic) 3 Month Extension, com
(Not
al
ition
Fornr 8869.
Add
err
filed
ly
for
ious
filing
prev
arc
a
11 you
matic 3-month extension on
have already been granted an auto
Do not complete Part 11 unless You
n of Tinze. Only submit original
Automatic 3-Month Extensio
Part '
(no copies needed).
matic 6 Jerold extension check this
.lestinq an auto
tilts Form 990.1 and r'egr
n coruoration rectrrireci to
Para I only
box and complete
esl an extension of Firm
s rrwst use Form 7004 to retlu
.. ....
lC s, and trust
), parlncerahips. FitlM
orations fincludine 1120-C_ filers
Ali ot1)er corp
to file income lax're'lrrrris.
rrs
sion of time to file one of the relur
1.vanl a 3-month automatic extenronically if (1) you want the additional
you
if
8068
Form
file
cally
roni
y, you can elect
file Form 8868 elect
Electronic Filing (e-file). Generall
Forrrl 990-f). How ever, you cannot or a composite or consolidated Form 9901. hastead.
corporation required to file
rns,
retu
p
grou
,
8870
, visit
or
,
6069
U.
noted below (6 nron(fns for a
oil the elect.ronic filing of this fonlr
or (2) you tile Forms 990 (not autocratic) 3•rrnonth extension and signed page 2 (Part II) of Form 8868. For more details
pleter)
you must submit the fully com -file forCirarities & Nonprofits.
Employer identification number
ov(efile and click on e
rn-un•>=. irs.rx
Type or
print
Name of Exempt Organization
,_.,_
TROPOLITAN .__ATLANTA
UNITED WAY OFME
ns,
uctio
instr
see
box,
suite no. If a P.O.
Number, street, and room or
-------------ENUE NE
AV
D
O()
inn Pr)(--T-.W
see
a foreign addr
state, and ZIP code. For
City, town or pos t office,
ess,
-_.
.......
.. ...._...I...........^ 4.10-5-6-6-1 , ` ...... _.....
- ---- ----------
instructions.
3
ATLANTA., GA 3 0 3 0
l (fila
Cheek type of return to be filec
I_Yi Forrn 990
I Form 990 Cif_
Form 990 f-;'_
1 f-,rirm 990 PFD
return):
a separate application for each
^..__I Frail 990•T (corporation)
a) or 408(a) trust)
(.. ..) Form 9907 (sec. 401(
r than above)
othe
t
(trus
^..__... Fornr 990=1
-A
L_. Form 1041
Form 4720
ID For'ni 5227
Fong 6069
[= _i Form 5870
YRTSTI I^ L . FARR
T i r e hooks are in the care of ^<
4 04-5 2 7 -7322
Telet)hor)<e No.
r-Io No IP" .._._...,
States, check this box ._
ed
Unit
the
in
ness
check ibis
p,
busi
of
grou
e
leplac
avtro
or
e
Ilse
offic
for
is
an
. If this
0 It the oryaniz.atinn does not have
t Group Exemption Number (G EM)
dimk
cover
four
will
n
ion's
nsio
nizat
exte
orga
the
re
II
bers
enter
mem
of all
v If (his is for . Gror.r1) Re It rn.
h a list with the names and EINs
attac
and
k this box
N i t is for Hart 0 ( 1 1 a clrotrfl, choc
how
ling Until
Fora 9`lO t) exter'rsiorl of
a curlao, alion racituretf to tile
!or
s
onth
(i'n'i
tlr
rnun
3
ed above:. 1 a exlerrsion
c
nam
1 request an automati
1
n for tine organization
to file thy: exempt organization retur
.-,_
09
20
_
1.5,
_
FEBRUARY
n for'
is for the organization 's retur
or
year
dar
.
calen
ending JJN.._3_._L......2'708._.....
.,.... 2.0-0-71 _. .._ __..._ .. , and
JUL
tax year hegcuring __i_
ige in acm.: ornnttrif p=rior.
}_-_^ Final return
I ,. Initial rr•lrun
on
reas
rect
ct
ths,
mon
If this tax year is for 1es5 than 12
2
. enter thrr tentative tax, less any
0 Chi.. «90 PF, 990 T, ? 720, or 6069
3a, ithus application is for Forrn 5:19
.rctions.
nonrefundable crodtits. See insln
d
retundabtrr r:na$t , and a:rtin'rale
r 590d'F or 990 1, enter any
b if this application is for Forn
it.
crad
a
as
ed
allow
prior ,ear over â men!
f.ax.. avments made. Include all y
ent with this form, or, if required,
ir
I,
front line 3a. Irrclur:ir. Your paym
Balance Due. Subtract line 3h
t System).
(-,iicrnic. Frirle,at 1 ax f'aynremr
or it rerfuur:;rl, by a ing IT l(Ela
rl.f'losit with Fill couliori
inStrUCtil)lrS
rent rnstIurIru;r
3"EO anon I- ru, 131/1 9 Lt; for lrnvr
tire,, frog;, v'Fi82i. stye f ornr 8d"i
Caution. It you of r^ !1^.roxt Kr rnaIm
aI with
ern el, rr:Urr, ui: Ir+nti wrthrfr,r•,v
{'onr 8138£- ((iev. 4-2 001l)
uctions.
I I- IA
01 1f; c:,
ork Reduction Act Notice, see Instr
For Privacy Act , nci P,-,pt-,,w
Forrn 8e,68 (Rev. 4 -2008
-__- _ _
if you are filing for an Additional (Not Autom
Page 2
atic) 3-Month Extension, complete only
Part if and check this box ,,,,_•,_,„._.._..........
Note. Only complete Part II if you have alread
y been granted an automatic 3-month extens
ion on a previously filed Fonn 8868.
E_ If you are filing for
an Automatic 3 nfonth Extension, complete
only Part t (on page 1),
f4i
7ldditioriaE (Not Automatic)' - Mon
th Exlensiori of I irne. You must file
original and one copy.
Marne of Exempt Organiaaffan
Type or
?_ '
prig it
UNITED WAY OF METROPOLI
TAN ATLANTA
r il.i b^• tho
Number, street, and room or suite no. If a P.O.
cxr.^r ul:i<r
box, see instructions.
die?; cal, for
filing ftuj
r&u,rr,See
inCL•uctio,,S.
100 _ EDGEWOOD AVENUE
City, town or post office, state, and
ZIP code. For a
foreign address, see instructions
.
LATL.ANTA, GA
30303
Check type of return to be filed (File a separ
ate application for each return):
Form 990
JT Form 990-EZ
JJ Form 99) -T (sec. 401(a) or 408(a)
trust) rt^-t Form 1041 -A
El Form 5227
Form 990-13L
J.
Form 990-PF
Form 990-T (trust other than above)
l^ Form 4720
0 Form 6069
STOP! Do not complete Part It it you were
not already granted an automatic 3-month
extension on a previously filed Form 8868.
The books are in the care of
- KRISTEN _ L_ FARR
Telephone No.
404--52-7-7322
FAX No.
* If the organ
ization does not have air office or place
orn'r 8870
of business in the United
States, check this box ....................
r= If this is for a Group Return, enter the
organization's four digit Group Exemption Numb
er (GEN) -,
. if this is for the whole group, check this
box
If it is for part of the 4roup check this box
Li and attach a list with the names and EINs of
all members the extension is for.
4
I request an additi
onal 3-month extension of time unfit
5
6
7
For calendar year
or other tax year beginning
It this tax year is for less than 12 months,
check reason:
State in detail why you need the extension
MAY
15 ,_ 2 0 0 9 __...;
JUL 1, 2007
^__^ Initial return
and endin
^.^ Final return
JUN
0
2008
EDChange in accounting period
ALL INFORMATION NEEDED TG PRE
PARE ACO
MPLETE TAXRETURN __ HAS NOT BEEN RECEIVED.
Sa if this application is for Form 990-E1, 990-P
F, 990-T, 4720, or 6069, enter the tentat
ive tax, less any
nonrefundable credits. See instructions.
If this application is for Form 990-PF, 990.7
, 4720, or 6069, enter any refundable credit
s and estimated
tax payments made. Include any prior year
overpayment allowed as a credit arid any amou
nt paid
c
Balance Due. Subtract line 81.r from fine 8a,
Include your payment with this form, or, if requir
ed, deposit
with FTD coupon or it rer^wired. by_ using
[=FTPS (Electronic Federafex Payrnent System
j. See instructions _l_,_.8c 1 5,
Signature and Verification
limier penalties of perjury, I declare that I have examin
ed
this
torn,
irrcludrng aCcOrrllranyinQ schedules and statem
it ie true., correct, and corrrplets, and Ilia[ I am author
ents, and to the best of rny)mowledne and belief,
ized to prepare this forth.
5itinahoe
r21/ /1 -7 1
Dale
Frill" 13868 (fiev. 4-20011)
c-ui-ar
i''a(le 2
5 8 -- 0 5 6 619 4
N ATLANTA
TA
;3)
LI
(c)(
PO
501
ion
RO
ired for sect
OF MET
s (B), (C), and (0) arc requ
UNITED WAY
e column. (A). Column
Focm 990 (2007)
ts hill optional for others.
anizalions onusl complet
trus
orfl
tilc
All
rila
clta
npt
exa
l
of
non
ent
...
and section 4947(a)(1)
Part It 1 Statem
and ('1) organizations ------nses
(D) fundraisian
(C) fv4ana(1en'ienl
Functional Expe
am
and tenets!
r
g
lint:
ai
To1
on
(A)
ices
rted
o
r
serv
epo
amounts r
P
t Do not inclu de
)
of Parf !.
(B
iiU, Sr->, :tb, 1 Ui , or 16
donor advised funds
22a Grants paid from
(.?tt,ch sotiodutel
IT
rlrl'r'
IIt53pt rr:r,il;,t
II lh* : 'Irr."ll .ni
22k Oilier chants
trot C'
6''
t^^• ra
; Gui•i (:n atrnl;:. c;t ha,
,IaS a!or wni is - turb:
r^*
to individuals (attach
Specific assistan(cee
schedule) .
ach
toot for members (att
24 t1enefits paid
..... ...
.
.. .....
achedutta) .. . .. .
kev
s,
'dot
dife
,
ers
offic
t
ren
25a Cnnrpen,ation of cur
V-ft
I
I'm
in
emplov ecs, etc, listed
er officers, directors, key
b Compensation of loan
Part V.(t
d
entpto; ees, c11'. liste in
d
distributions, not include
oi
ottt
c Cnrnpensation "Ind
otel
m
ons (as deliried
above, to (Iisquatitietl pers
ects descritind in
twis
t
an
(i))
section 495ft(f)
..
sectitiri 4f15Y(c){3i(R)
employees not
of
ges
wa
t
sor
s
26 Salarie
1..). and c
nctud d out lines 2brr,
ed on
rri1.7uficros not includ
27 Pension plan con
linen 26a, 0, and c
s
tils not ir;otuderd or, line
28 fsrr,f7toyc:e i:, nre
23
24
27
256!
366,174.
0.
0.
25c
26
27
598 ...920.1 __....
.
_.....
60
1. 9 4..,. 0 0 0
30
i 31
33 `supplies
34 1?slept tc,tte
flpinq
35 Postage: and stu
Occupancy
maintenance
6quip_rmant moist and
n8
sli(
>lic
pttt
I
3£i Printinu'IIIC
39 1 raver
' rgs,avnntions. and nreettit
40 <,r^rrfr^renc.es, sro
37
41 Inir't r)r;t
._..._._..^.2 3.,.._74.2.
25a
26.1 3_ 0 7 6 4 1 6... t I
O 0.0
..
895.0.2910_
0._
:u taxr
,,,rc.
2f? !`'.=
.. ,..
.
458
ter; ,
g
isin
dra
iuu
rl
ion
3p Profus
s
31 Accounting fee
s,
tee
gal
32 l..e
36
8, 008 6.01
_84.,._008 601
t^_.^ 122b
23
20n
STATEMENT 4
22a
. aa; 7^......_.._..__.__b_.^...__r`v't'.t
8 4 0.0.8 6 V_ _rx':•^r
if
c
schedult:
arid altercations (attach
lttill ;l
t,t-;tt^.n, tat. ia(tar.il r(=(
42 Irra:a NCiahur. rir^
i?ei'
(rttm
ve.
3bt
erl:
COv'-'r
43 i)lher r'xf.>t cisoe Wit
32
33
34
36
33
37
38
..._z ._6..,. 0..0.---.
8
_0 0_0
,..6 3.6 .,_000,
...291 00.0.
,_.
__
590, OQQ.1_
25.000.
.__
...._
238.1. _ 000-1._
,._012 V._,_00.0..! . 2
1-.
..9
000.
o0
3 _0_a Q..!
224. 000....;..
3'000.
9 ,.000...1....
.!.04 , 000..
39
567
1.7
2I8,..0.L10.
140
41
42
S T Ii'I'E'MEWT 3
u(lb
erises _ 1uf;l has r, liun
44 dotal tunctiurral exp
96.56_
t).
i)-(f
^
(l
nfrlebuq cnhrnti
3 , 4.89 68.5 .1....
?;;r. Ii :flani:,ilinut t:rn
9
b
9
f 14 12 0 711
15)
Lrury lt,rst.lulals la to s 13to
yes C11 Na
SOP 98
ing
ow
s%
rr' El it you are lolt
in (B) Protium selvrice
led
or
vap
tion
Joint Costs. Check
cila
suli
iml
N[A
s5.
t carnpailan and hmdrais
caled to Pro g ram service
11a comhiued edtrcalion;t
; (ii) the amount atlo
uric any joint costs 110
A____._._
N.1
_.__
._.._
s>
ls
5
e
t:;rs
g
t
gale antnunt of tlies join
catett to Fundrrtisin
i
If "Yin", inter (i) iltrr at!(r+e
and (iv) the anionni atio
NÂ^.
N /A fofto990(200
ut runt nermrai ^
;nre
acri
h'an
In
d
cate
(iii) the amount allo
SETS
LIT]
3UII
Form 950)2517)
UNITED WAY OF
y Part III Statement
METROPOLITAN
ATLANTA
of Program Service
Accomplishments
58 0566194 Pac1
(see tire insinrctions.)
03
l t,rrn 990 is available for pub
lic: inspection and, for som
e people, senses as th . prim
I tow iIie. public: Parr:gives
ary
or
sale source of information
an organization in such case
at,-bout a particular organiza
s may be determined by the
tion
i,,tt mere is currmplelc and accu
information presented on its
rate and fully do€cril)es, in Part
alum Therefore, please mak
iI(, Iha organianlion's prog)
e sure Ih'.
nrrto and nccomplishrnentrr.
What is the organization's
primary exempt purpose?
SEE STATEMENT 13
,14,15,16
Program Service
Expenses
(Required for S01lc)(3)
and (4) pros., and
40,17(a)( 1) trusts; lint
optinaai for ("Illas.i
All nrganizalivns must des
cribe their exempt purpos
e achievements in a clear and
ciienls s erved, publica
concise manner. Slate the
tions issued, oic. Discuss ach
number of
ieve
ments that are not rrreasu
organi alior}s and l547(a)(
reb
le. (Section 501(c)(3) and (4)
1) nonexor r rpt charitable'
trusts must also enter the amo
unt of g ra nts a rid allo
cations to others.)
a SEE STATEMEN
TS _ 1
.3_, 14 ,_15_,_Ifi.__
(Or ants and allocatrons
8 4 0 0 8 6 01 } if
lhis amount includ
es foreign
b
c rants rthere
10.0..x...
,_ d. 5..3..,
l
(Grants anrJ alterations
`6
it tiTis amount includes fore
gn grams, check here
1
ICUrurits and allocations
ci
i this amount includes fore
(Grants and allocations
$
0 Cilttt r I,}ug+err, servicee
s, (allaci} sch tint )
a,•,locsrtion<,
`r
f 1 Dial of Program
Service
i
ign grranfs, chock hurt.
I
I( this a 1 Ynt includes fore
ign g ants. co 1c
)t tats amo
unt includes f0f'ekl1) OrE
Ext eases (s,Y}t,,:lct equal
lr )IS. cared, here
lane •71. Column (EJ), f'rc)
gram services;
100 625 Q 5 3,
990 !9frftri
Page4
94
58-05661
....... ...
__.._..__._---.._..._.._..
L.ITAN
METROPO
_..._......_.,.._^__
.....
IL
._..
O
.__
_-..
Y
._..
A
(6)
.. -_---._ ,_._._._
UNITED W
_..__.___.-........__.......
(A)
007)`
End of yLar
___-------- ___..-_...._
tructions.)
ins
tranr910(?
n
ee_._.the
..«.._.....__....___.__.---(S
...__
lum
ts
co
..._.
ee
on
i
Sh
_«..
ipt
scr
ce
de
{)innfn(t of year
an
e
he
al
th
B
in
I
th
1!
wi
I P ar t1
and amounts
her!scileduhs
req„ fired. taf(oc
ly.
On
s
nt
ou
am
Mole: H'hele
8,, 2.8 5 ..259_
,d-of-year
07 . __45..
should be inc (:r
000
4..,_05 Q_,...2
50
46
5 0 000^
,...
._.. _
st hearing
..
..
Cash, rion-intele
1> ...
45
investi7tC-.l1
ATLANTA
Savings tit)d
46
st;
temporar f ca
=able
Accounts receiv
a .counts
t: i(o; drnltotfut
nc
va
cx
aii
b t.(:=ss:
47 a
,.3 14 .
_3..3._x..6 3 5.,
48a
lca
Fledges receivab
48 a
unts
doubtfUt acco
ss: allowance for
h Le
mer officer.,,
rtlcanen! anc! far
htes frr
50 a Rt ceiva
.
,.._...._.... _
...
.
s
key (.!n,.)io}ce
....
50a_.,. (....___--_-------- _._._......_._
__.._....__.. .
es, and
directors, truste
.......
e --- -- -------------
l
ab
iv
ce
......
_ .... ............
_.
808, 744.
2. 48c
27,573,71
.
6,826,570
1 4l}b
......
e
Giants r
49
3._6_
.
.59 5,3 _9 3 6.
5._ 41.c.... _._...._5._.r _9
4.,..25 482
°...
_«.
.
._..
...__«_
476 __..__.....__.°.___....°.___.
5
47a
_._..._..._.__.....,«_.._..
..
se c tion
defined under
ns (as
jUatified perso
fro) other Clisr
(3 (B)
Receivuhtes
on
secti 4958(c)
8 , , ._- 2 96
8.__
2 ,4
8.
.__
ns described in
so
er
2,719,66
p
d
849 . 51c .._....... ...... _._
.
an
.
8
12
4958(t)(1))
t
5 7.5..._40.1.
. .._.... .. .. __2.
receivable
_ 52._
2 3 .x.3 7.Z....
5i6
notes and loans
t
lho
C)
a
Si
...,.?.Q5
ts
9._...-._..1 .._
l ni ilnobtlul accoun
__.. _33__i «_.___._
ti I. (as: allow ance
_.___«._._......_, __.___
0 x..19(, ' .
511. ......1.2.. x._2 5
.. ..
lt: 01 USE!
_8 0 5
...... ... .........
.z_
...
Inventolres for sa
5..
05
r
x_
52
ge
3
an
- .___1.
RIO
d ch
Cost IX]
ses and deferre
...-5
_..____..___.......
Prepaid expe n
STM
53
._....__.._«_.__..._ _.._
MM V
sêa,rifi
t
f
ec
1
;ld
[__
°ir
st
icl
Cl
(:,ulol
..J
:
I.
nt;
na
Sir
..
54 a liiv
......
es
' other ;;ecurili
f
G Invc..^,tments
d
an
I,
a
s,
land. huikting
tnveStrnenls'
.
.ai:
!',a
EiflUit7lalEi,1l:
55 a
l 55a'
56
55b
et:iai i rn
r
55c .
u4aled defor
lest>: ar.:r.,u,n
b
4
r
65,929,95
57^
t!lvestrrlent-- Othe
56
sis
ba
t:
en
rn
uip
77
eg
,4 9..t.
I;uitdi ncls, an d
f lh .,...._- -, L ^
57 a
MT.. S ,
d cie,,ic crltion ST
itc
l
n,u
:ca
a:
w:
6 t.e
l;imt lI)wslnif!rits
EN ' ..... 0...._..
int3 tnomam -rct
E _S,TA'T'EM
Other assets, inctod
56
. ._.....__ . SE
_._
...._
___
°_.
......... ......
.....
...
_...
...
4 5 through 58
(drscrilre pr- _._....._........
es
lin
id
Ar
).
74
t ecauat Imp
1otat assets (mus
es
59
accrued expens
c!i
c.! olher note
an
If Nloitg ige>-s
=., payable
ENT
SEE STAT EM
7
{ji7 tfifOnOtI
67
Unr e sfrirtad
68
i F?r,ti ?rRarN }+
i Gtr
Or
t
li
U)
i 2
13
71
an
and )n',e,, r,i
526
=:d
eck here
w SFAS 117, ch
dc, not follo
9;inizations that
/ 7.5
896,
122
37
8 .4;
748 .
71
41 ., 561..,
1_.. 7 3' 3
3 775
: and
10
1
lllnch,
t. is e.l,rlcril
I. 1ins,t!)l,;',c,l'a
7t l1,!i,ti
rat stint s;;"
di C:f lilipnit=,
1nt
ri tan
,n:
flit
i5i
`
J ^t i(f"1!16. C, l;•li lC!
^.
Îl
otf1U1 1tlrtl.
fai
,
r:'
(,I
1!'
Hl
.or
I'.l!i=
lnuloiei,l It;r
tiumtt.lt, i2.
_(h tilt of tines 70
d liars 67 tin nn
Ad
.
ces
lan
ba
d
or fun
Total ml assets
st equal lints 21)
ll coluuut (11) mu
tt 73.... . .
t,itilat lino 19 nu
st
mu
;
(^:
n
Add tint s, t.t) atn
nn
(Ct,li
balances.
1}
t l
al;(:u
assets/fund
ies and net
Total liabilit
0 .0 ° a
.
3, 7 3 2, '18 G
65
8.
7 0 It11(1ttt;fl 7,1.
1 rtowinor!i
auai;ns. F?
ti('l:{InCU t
64h
f 66
165 , v
21
d
4.
825 ., 98
_«...._3 _,
, 116 . 1 67
44 0 0 8
ss
3 0_ Q
6 ^
1 !... . 7
3
tFi>iRVl
::h'itaed
! eirnanr:ntly r;`r
t!R7p!<'.1R
9 00 9 95,r
.1
1,035, 097
31
............
WE t(x, tt s;:,
e liras.
ities. Ad; lines
bil
lia
I_X.I and cumptet
!
ta
Io
$
6s
117, check here
AS
SF
w
llo
fo
at
-.. d .7=1.
Organizations th
<
62
2
it;;
nltiai tn tiititit:r: titesn
1 6,5
,
7,599,101
.. , « 7
, and hr-,y en
!ectors. trustees
t.,t t,ond liabilities
ra
-,
a,
th
4
or,tnyees
offi(:ers,
t DOllS trcla+
64 a l<a), cw5cn
%.
59
. 63
en ;i
f)etelr(?d rav
63
03.
9 9 -, 7.9 3 ,_!
60 ._. ._.
7 2.8 3 78.._i _,
ble and
62
m
956,445.
964, 576
8.
,
9 7 0 / 3 , 81
G; al'ite payable
61
80,
3 2,280 ,1
_ ..-57_x,_. .._
Accou nts paya
60
a
z 9.2 6_
3_3'....x. 9 0 2 . .
1
65, 5 47,653
.1
13
818 . 1' 74
97 , 073 ,
62
9
9
670
7
9
tor oi
807,
37 0 3- _
990 (20
Foi-rl ^'FJP (2007)
UN.TÌ'ED WAY
METROPOLITAN ATLANTA
Part 1V-A I Reconciliation of Revenue perOF
Audited Financial Statements With Revenue 58-0566194
per Return (See the
in st uctions.)
..
Total revenue, pains, and ether supt.,oli per
b
....
Per;
.
audiled financial staternenla
Amounts included or line a but not on Part
I. line
12:
I Not unrealized gains on investments
2 Donated services and use of facilities
3 Reroveriet,of poi year granl^:
4 C)Iher (specii;7:
__.........__
Add lines 131 thiounh 1)4
c Subtract line h horn lino a
bl
s b2 .
63 ^._.-_.
1
64
.....
_.__.
_
, b 1......_ ....
0
d
c8 7 , , 0! , 7O
Amounts included on Part I, line 12, but not on line a:
5-..
1 frnnstmenl expenses not included on Para I, line fib
dl
2 Ollie, (specify):
SFE_.,STATrs ENT 9
d2 21,933,530.
Add lines dl and d2 ...
.. ......e ...
Total revenu
9 33 __5 3 U .
...
e (Part
...
I. line
12). Add
...
...
lines
c and ...
...
d._,. ... ...
...................
.....................
Part IV-B Reconciliation of Expenses per
109
011-280,
Audi
ted
Financial Statements With Expenses per Retu
.-._......
rn
Total expenses and losses pa audited financial
siaiemenls
Amounts included on line a but not on Part I, line
17:
1 Donated services and use of facilities
2 Pricy year cctiustrnents rel'.porled on Para I, fine 20
,
--.......... _....._.._
Ii
3
4
c
-EJ$9_1..._9.5_f._,..5..5 S. _
Losses repotted on Part I, line 20
Of)rei (specify):
Add lines b'I through b4
Subtract line h horn line a
5_.t. _^_ 'l...
d
Amounts included on Part I, line 17, but not on line
a:
I investment expenses not inn:hndo d on Part 1, line
(3b
2 (}tti r(>pecity':
SEE STATEMENT 10
9-2-9
dl
d2
Add lines di and d2
e
-I.... ^.g33.........530,
Total exnenses Vart 1, line 17). Add tines c and d
Part V-.A
..........._. ..................__. ...
e 110772.459.
Current Officers, Directors, Trustees, and Key
Employees (List ea(:i, person ; •t'r.? v as an Offic
er diiie(:lor, trusloe,
or Ir(:y cam rloyee at any time during tile. year even if
thy wore' nol compensated.) (See the instructions.)
acr
(A) titan : fiat addr n:cs
SEE STATEMEN7' 7 1
8 1tIle and <Vi'11Ir1( ItotoS
per tvr ek detnly d Ic
C C (rlil1ul 111311
t;
n ouhin (p1
mrai,ryue ec:,x:r,i `
(II not paid, enter
oun! and
792,..1:27 •i 53 _866_• 7....._7_18
I
I
F0111) 990 (21)(1:)
NTA
POLITAN ATLA ntinued)
(co
WAY OF METRO
s
ee
ED
oy
IT
pl
N
U
Em
ustees, and Key
ard
Form 990 (2007)
^r. Directors, Tr
tion business at bo
Officers,
nt
rre
Cu
io vote on organi za
A
V_
Part
trustees permitted
rr rb r
75 a Enter (ho total
mceiintas
rs, and
. .........
of officers. c:firecto
5 8 - 0 5 6 619 4
Page Ei
Yes NNo
3
oycea
I
corrapertttnted ornf^l
Part V-A, or highest
D,
dule A,
9D
he
rrn
Sc
Fo
in
in
ted
led
fis
tio
o
ors
yoe
act
pto
ntr
co
om
nt
key
de
rn
en
rt,
t iderrtifir~s
l and other indep
r 1, dJr i tors, t rntrte
ach a statement tha
ensated professiona
b Ar e arty iîlice
75h
1, or highest comp
onships? It 'Yes,` att
rt
ati
Pa
rel
A,
ess
le
sin
du
bu
he
or
Sc
y
nit
lisiriri in
c:h other lhrouih far
etr
to
r(
ate
rel
,
13
Part ?l. or 11
ship(s)
ed employees
explains lire relation
or highest compensat
Ire individuals and
rt ;?Wl, Part V-A,
Fo
in Schedule A,
in
ted
ted
lis
fis
ors
es
ye
act
ntr
plo
er independent co
trustees, or key em
,
oth
d
ors
an
ect
l
na
related to Ili(,',
dir
sio
rs,
are
t
fes
ice
tha
c Do any off
i X
exempt or taxable,
hest compensated pro
tax
hig
er
or
75c
1.
eth
rt
wh
Pa
s,
A,
ion
listed in Schedule;
any other organizat
m
fro
on
ati
ens
n."
rrp
tio
eive cor
ed organiza
Part ILA or it-B, rec
, definition of "relat
instructions for the
ns.
X
ibed in the instructio
organization?See the
............... 75d
the information descr
............................
es
....
lud
....
er
....
inc
th
t
O
tha
..
t
or
....
en
n
.
tem
Compensatio
policy? ............. ....
It "Yes,' attach s sta
s That Received
conflict of interest
below) durino
Key Employee
tion have a written
d
iza
an
fits (described
an
,
ne
org
es
be
te
the
r
us
es
he
Tr
ot
s,
or
or
it Do
n
ct
io
re
at
the instl uetion;.)
e
Di
ns
,
Se
rmer Officers
received compe
propriate column.
ap
Fo
ee
the
oy
in
pl
B
fits
em
V
ne
y
be
rt
ke
Pa
s loj
(F) f xpr:nsr:
pensation or other
or, trustee, or
n (D) crtntatrn,or rt,l i
the amount of com
(C) Cornpetlsalio
er officer, direct
ter
:,naeen br.»
en
Orrrrl ;illrl
rm
d
rml
fo
,iCt
an
y
low
an
be
(if
n
rso
enefits
B
ptrrs < detu, rd
(if rKtt fr ltd,
the year, list that pe
J 13parrr:rS
:es
her
artt
w"
Ativ
i
pta
sr
ant
cnra}gi±n a13
(B) 1, oa rrs
Eilll(:r -(^-) ...
(A) fblfle Will
NON
jYes; No
ailed
ee Nn: instlo.-ficrns.)
if 'Yes., rrltar.h a rid
r Information (S
ducih-ro nclivilies7
orr
is
of
ds
;fio
me
I Part V1 , Othe
or
its activities
n rr ke a•; change. if]
Dirt fir; rrrganizalio
75
t` e IRS?
iar^tle
1)r11 rutI rnnvrie ; lo
aiaternc^nt of o ""'Id r el
verr?irut doeurrrr'rilra
t;tr
or
iog
niz
gzr
r}i
)$a
rrite_: made rrr th
t`heir' army cha
17
S.
d by this retrr:rr'%
copy 01 tile changEe
rinfi the year covere
d
du
me
re
ton
mo
7ES it
ron
Or
a
0
JI0
ach
1
If "Yes." att
, (tries incornrv of
f 1y j
e unrebaiact business
hav
ron
zal
i
ant
r'r^
rug
thie: year'?
It ti Oi;:i the
es." atiar':h a <!%tt,:trrr
e%
illa on Form 990-7 tot
111,,. gv.,a It "Y
Iris 11 iil,act a tax. Inh
r,t,lat;adirm clutit1n
al
nti
sta
b It
sub
r1r
crrrC;la c:i;rrrrnf>r:
rt,
thr
wide nrg,trrizaUOrr)
s<,lutu:r;. iermin; Ut:
r
ie>
ror
n.:
ntn
lio
or
aat
cie
;a:
vrr
litl
lcs
il,
`V
1 i, Ow
i9
nizalrer t,r
alit) iiairotI will r al sia
C $arnfli f7r gcm
rrlalrel (ntfrrrr lh:,rr i,i
erxer11pt of I"trtn
ittrn r-tt .larirztlrorr r
. to all, r )their
etc
80 ;r
:: irtr9le.`•c5,
CF ^Sr4 tf!nri lrts'trf
rexerntil
N/A
rr:rrtp(of L__ nor
nrganizatron '
Inc
of
:
wlrnl ter it is ! ... I ±;:
rnt
iclr
nn
cite
iha
and
ter
en
ia'
tt if 'ar
insiruetiori .)
i1'.i
diftrres. (See line 81
f or111990 l711
irect lroliticrrl rsxpen
ind
l
ana
f
-re
dim
r?
I a Irnlet
yea
s
thi
for
0-POL
zation fits Form 1 12
b Dirt lire organi
Form 9 90 (2907))
UNITTD WAY OF METRO
POLITAN ATLANTA
Part V{
Other Information (con'tinued)
82 a Did the organization receive dona
-------- - --- - ---ted services or the use 01 material
. equifprnent, or facilities at no char
less than fair lentat value?
ge or at substantially
b if "Yes." you may indicate: are vatu
o of these items here. Do not include
this
tmtrunl as revenue in Part I or as an
expense in Part Ii.
(Se", insUUctionsr in Part III)
83 a Did the organization cornply+
(82h
N1 e
;'lil) the public, inspection requirem
ents for returns and exemption appli
tr Did the orcfanizahon comply
cations'?.
will) the disclosure recquiren'rents rotat
ing to quid pro quo corrtribut
84 a Dirt IN. organization solicit any
iorr s?
contributions or gifts that were not
tax deciuciibte'I ., .• .. , .
it If 'Yes." did the organization
include with every solicitation an expr
ess sialernenf that such contributions
tax decluctible?
or gills were not
85 a .`. 01(c)( ). (iij, or (6). Wer
e substantially all dt.res nondeductible
N/A... .
by members? ..................
b Did (tip; orgarrizoi ion make
..........
•-N/A
only in house lobbying expenditt.rres
of $2,000 or less?
It "Ye," was answered to eithe
N
r 850 or 85b, do not complete SOO
...
c through 85h below unless the orga
Giver for proxy lax owed for the prior
nization receiver) a
year.
c Dues,. assessments, and similar
w ourtts from inumbeirs
d Section 162(e) fobhyiner and
85c
political expenditures ..,•._ •
...1.LA_..
e Aggregate nondeductible arno
85d
urrt of section 60:33(e)(1)(A) dues
notices
f Taxable arrrour-it of (obt:;ying
858
and political expenditures (tine 85d
less 85e)
8 Does the organization elect to pay
85f .
the section 6033(e) tax on the amou
nt on tine 85f-, ....,. . _ • ,,..,
If st:;ctiort G03?(eiG(1)(A} due
.. ..
s notices were sent, does the
N/A .. .
organization agree to acid the
amount online. 851
to its rcasonahte estimate of dues ..rtto
C:abie to nonetedttctible lobbying and
political expenditures km the
tolloi-ving lax year?
86
507(Cj(i) orgrr>iziatia.=1
lire '1 2
If
al C.orliributions included of)
C;rn5s receipts, included on line
12. ton public: use of club facili
ties
;i0t(c:f(1 7) c)ruaI;iratiorts;. titter
: a Gross income iron') members ar
shaarelhoiders,... .. ,.,
If Gross incorire from other
source s, (Do not not ani ounl
s rime or paid to other sources
.:rt_riirt; f ,;nraunis clue or
87
N./A. .
Enter: a Initiation fees and capit
83biX
>4, l
84 b,_j
85a Ili
85b
._85.9-.
85h
186a I...__ ............... . N IA._..._.
86h,_.,.____ ...___._ _ NLA..._..
al a_.J
.._N/ A..
.1
received from Ihcxn.i
Al ai ry tune Cluing Ili(i year,
(i8
diet the a+ganizaticxa sawn :a SMI or
A
cirearor interest in a taxable cnrpo
or ; r! ar!i!tyr dit,rs i)ardied a sepa
rariorr or f'tr!rtnerst,ip,
rate from the e rirgan zarion under
kecl!
ri
ztiorrs sections 301.7701 2 and 301,;
It `Yes.' carnplele Part
'701 3?
IX
Ir
11 any tirrre dirt in the Year.
did the= or
src:tinn 5i2.'Qt)(13j? 11 "Yes," comp
CIaAr!izai(ion, directIV or indirtrotiy
lete Pali Xl
. own a controlled entity within the mean
ing of
Cry(ct(3) crrpanrz,.ttior>_x Eate
r. Amr_iurri of lax, Imposed on the
organization during the yeat under:
srr:1!irn dO t f ^ .._...-...__._
_,._..... ._ _ ...... .......: sretinn 4111?
Q , ::engine 4955 • .... _
b bOt (r.:)(:;1 and 5[1 /(c)(4) organ
izations. Did the ogan
zation engage in any se(Jion 4958
excess benefit
h'sansarhnn during thus yem or did
it become:: aware Of an excess bene
fit transaction (roan a prior year?
It "Ync.'• atiar:h a statement expla
ining each transaction
c I rrta:r Arrurmnt of ritA irrip osera
oil Mr. organ!zaiion!,r;nagc:rs or dlFi.
.411alifiert prsr snrs during It e year trndo
Sectiurt( 4912. 4515`5.
f
anti = 19 x8
8(1 a
X
0.
it I niter Atirrrcrunt of tav ("If) Brice
89c:, above. rc:imhr rri;ttd by the:
crrga:rriz ation
im crrc!anir<tror; At any trr'nc
• during Iftce tax ';ear, 'dire the
orga
nization ra (Tarty to a protubiled tax
i Ali cvg iii <''il n:sheliric trance^lirsri'i
Dist
r.
0.
0.
Ilse orgariraaIion acgrritc a direct or
indirect Interest in any applicable in;rrr
n Tor ;:ryn/rrar/irrg olgarrizrrtronc mod
ence nontrar•.t'?
slOorrsarinp organrzaltiorr5 makr
fainirrg donor ac/visedf funds
Did thte supporting organizatic,
iurrd nrrrriiarmd by a q)oiiquring grc)t
tn!zs lip?!;. Yktirrr ext:euftr Purs!
ncass hr_rklintt s at array time during the
(10
t ist tiro staiar ^tiitlr t+rhicit a copy of
this retire is fried J^,- GA
ii f•lu!nlacsr cif eroplo' r.,o
s emplriyrrd in the pay period that irr..lt
uleS Mal-Ch 12, 2007
tit a fi!rtrl^!nt_e;itr('ir!(,itt('rir^
r KRIS•TEN_FAR
R-_-MCCQLLUN
irrr;t::;(at(~:- 100 E
i ear: diner;, no. Es 404
.DGEWOO I AVENUE, NE,..
527 7322
ATLANTA, GA
i
rd rltmno the-• cared era: year
7ti'r
did 1!rP nr(aanisirtio!r
30303
1 9Q!
art ir!trrrr>.,i irr of .r aroncluie
irr r£n rr:Gtl at C.,olinl in re Irvr'a
or oilier ar.r)lu:!r
(pt ruuntry r ;reef r a5 a: harts:
a(:! ufrrrl. 0i:i
u!II :; a::cuirrri. Crrutl15•r totatr
It 'Yes,." cirr(E:r they n<tr
ic:c':r art:- nrudl
r of the foreign c,oun
hy
_ _N.L A __...._...._
;r:r, tlr; irishuctfon
245
Yes.': No
: for c::u:cfyticnis and tiling ! c;cfuirr:m
er!ts (or F or-t'rt TD F 90-22.1, Rei-+r,rt
Of Forr.,icr n Danf:
aril Financial Acx:our!is.
(!leer 990 (?iii!; ^
•°r f'
i
-'o;
Pacoe 8
58-056 61-94
Wo
s)
Ye
1
ANTA
OPOLITAN ATL
WAY OF METR
UNITED
ited States?
roan 99() (2007)
ion (continued)
tside of the Un
at
rm
fo
In
er
th
ain an office ou
O
int
ma
on
VI
ati
il
niz
orga
I Pa
dar year, did the
ring fire calen
...... N/A
? l ern: time du
here
foreign country
orm 1041- Check
92
the norm of the
990 in lieu of f=
rm
Fo
ng
fili
If "Yes.` enter
3
i171Sf
ti;
ah
,_
W
iit
i
WO
x
cl
fla
lii
rn
the
iei
ng
nr
tr'f
nt
d+
(l)
ed
ed or accru
Section 4r947(a)
92
a
pt interest receiv
lcli6nS.)
. 513, ut dH
ount of tax-exem
icl lion 51 ^
ctivities (see thcinsfrL
A
Lxdoded by
g
in
and enter the: am
uc
od
Pr
enre
einc
m
ess
co
sin
In
fus
cd
of
sis
t)ttrctcit
(Q)
(c)
Part VII Analy_._ __ __..
tizci r.
Ain oililt
(A)
(a)
less otherwise
un
ts
un
o
ri
L,;
am
ss
Atirolint
Note: t=itter mo
€ttrs'tnftsS
code
itrdicifen,
vice revenue:
?..,_04 6._.,.._8.9 2....
93 Proglarn ser
M
91.,
7.
....
7,
...
4
.
COME FRO
4
....
IN
9.0
L
3
31
TA
5
REN
S
c
1
N
1
A
Flelalel or ezerupt
tlllrntiott ini:rin a
I
NIZATION
A
h EXEMPT ORG
d
ic"lid Payments
s
f Medicare"Med
rnment agencie
ccts farm gove
a Fees and conh
,. .
.
..
ts
en
m
ss
asse
hip dues and
94 Members
ments
porary cash invest
tem
d
an
ls:
inf
95 Inlerr:st on sav
securities
d interest from
96 Dividends an
m ieal estate:
fro
)
ss
income cn (to
97 Net rental
er9l;toperty .
a debt-hrrano
ced pooporty
I., not dehi finan
properly
fiorn personal
ornc; or (loss)
98 Not ieniai ioc
strnent income
99 Other it ive
of arils
(loss) from sales
100 Gain or
'rntray
csttn>r than inv
events
ss) moor special
(ki
or
l
101 Net incoll
inventory
of
tss
sa
t oi (kiss) horn
102 (.doss profi
enue:
103 Other rev
EVENUE
)
..,(0
.57
_...922,...9
_.14 _..__._.__
.)1JS R
MISCELLANE(
c
it
1 04
n 47 7 9
s
flit, (b),
9 8 0 4 i 1.
6,969
398114 ._t.
I" ._._..^ 8 ,
and
st uhlolal ('add cciturmt ilunn's ([3). (D). and (E))
),..._
12, Pail 1.
the insfruc._tions.
line 104, r;c
amount on line
pt Purposes (See
11) 5 'Total U-dd
em
should equal the
Ex
1,
of
t
rt
hit or0ani?ahuir s
Pa
en
.
of
t
7e
hm
e
<;n
is
tin
oi,
lf)f.; plus
Accompl
e
th
Ili lire .lC criinplist
tly
to
Note: tilt
tau
es
i
po
iti
ini
iv
ct
ted
cams fhu
ionship of A
nn (I ) of fart VII
Part V€€€ Relat
i epcrrlett in ecntnr
rvhu:h income is
lot
ly
).
ivi
sas
act
ptr
h
par
rr:
.li
bites Iffiw e
virtinh luaus for snr
tine No
(uticr th;un Iiti,' pm
r:XCtu(ii puiposia
NT 12
SEE STATEME
isregarded
bsidiar i es and D
bie Su
l Part In
arding Taxa
Information Reg
(r3)
f'ut r ntatx of
m
,l
l r tl of corpus tlic
oi+ncisIllp1 lt.le
(ltinrr adt6c 1 ari di ienndtrfttrlny
r iirft nt ..
fiutni.
^
0.
INGS, L_LQ
n
1
UWJ, HOLD
1.00
(K)
ENUE
ED GEWOOD AV
(ff)
tip lm nit acttvilits
sl,uutions.i
the in
Entitie-s-1 esR4
i
(
vt it not nano
f nd of ie;ii
_. _.. r..s[1
AL,.
ANSITION
OUSIi1G
_
( i).-trurlions)
G73
ontracts (,set; lit
ANTA
C
TL
it
U
A
ef
'
en
0
B
I
al
.,
on
NE
it
1 Yes
with Pers
irara?
_05663 94
sfers Associated
!t:On;rl tNrliilil;:rln
3(t3t)358._
n Regarding Tran
Yes
pretuiunr:; On a fis
Informatio
ly, fn pa'y'
rfirectl or rrrditecl
rrma oar- ,any funds,
i_
tetit f:ontraci?
,r,a
0,
111
inn
ilur
, ut a personal t)m
t,.i,r.?alt„n.
ly (if incfirt;r;ity
ect
dir
(a) fort ito:: of
s,
in
tilt
etr
Its; seat, by Iir
ct)cros).
; imiratirrm ihninn
(h) Did tin urn
s 4720 (see insh'u
88/0 and Four
rm
Fo
, file
(b)
to
"
e;;;
"r'e
Il
Note:
Part :
l.n. i No
^_X 1 No
I of fit 9 c30
(2fifi
Form 990 (2007)
UNITED WAY OF METROPOL
[ Part X I I information Regarding Transfers To and From ITAN ATLANTA
Controlled Entities.
controlling organization as defined in section 512(tr)(
73),
106
58-0566194
Complete only if the organization isa
N/A
Yes
Did the reporting organization make any transfe
rs to
con
a controlled entity as defined in section 512(b)(13) of
the Code? If "Yes, "
lete the schedule below for each controlled entity.
(A)
Narne, address, of each
controlled entity
Page 9
(B)
Employer
Identification
Number
(C)
Description of
transfer
INlo
(D)
Amount of
transfer
[
- ----------- b
C
-
._-Totals
107
- -
- -
Did the reporting organization receive any transfe
comf^le
the schedulebelo
rs from a controlled en tity as defined in se ction 512(b)(13)
for each controlled entity;,-....,,._-_-
Y es No
of the Code? If " Yes,"
(A)
(B)
Name, address, of each
controlled entity
(
Employer
Identification
Number
(C)
(D)
Description of
transfer
Amount of
transfer
a
..____ ._...___....._...__-____...._......„.__.._._..__....__..__._._
.-_._..-.__._......__..-...___..__..____-.-^ _._.____._
._.....-._...______. ___._._- ............._._.-_-......... ..._._.....
'Its
f
108
Yes
Did the organization have a binding written conirac
t in effect on August 17, 2006, covering the interes
t: rents, royalties, and
annuities described in question 107 above?
Und1 nrâ!I:.^<: ci pr:ri:rrr, i da d:yy ihn? 1
nay!i Crrvn nr'a ii,;, r41urc iad,.rrlmy .:.c;,rmpa
npi:ie C^dmiules and slalanOrlis 'rid in h at best of ac I-.r
a•rr'r..im; Îcl rr t7ecwai<nr, or Prep:- Ihau
c!firrv i is booed on a li mrcrr ,,n
lion ni Whici' pro;;,;r<:+ ^:^_ ::ne knnw error
wiodgo YxJ bale! It is t,Uc car[a'
r
Please
Sign
it7naturr: of
Here
It', iI
Dais;
SUZ'TOI!
Type ar prnu Hams and til(e
I'r C(r8rftr`S
CFO
.._..._....,.,._....._. _... ..__ _ _MARF
71
,.•
li ^
)lilt'.~
i
Use Only
No
souair
elru :d;.
airy ^ ^.^^ --rrE
1 -:.-::.
CHERRY, EEKAERT & HOL
LAN
HOLL
AND,
1180 W.
xmr a
-rrno.
PEACHTREE STREET,
nx
on - nn
:.An0
-
---._
p '
L. L . P .
SUITE 1400
V
repvra'; :^ Sr^+a ¢q;n/(4,n:ger: Ins; r".
-
....----..._._ ............ ...._........ .___.._._...__..._._.
f IN _..._.....__._..._____
_._.__.._.._..-.....___._..._ .. .
t r0111
J, W.
6„
4p4
n
6 0
9 -0 9 3 4
for m 990 i2(i'i7
a:?Lr.nz ,., a?
^
0%!B iac. ;_ Ê.•r;0
501(c)(3)
pt Under Section501(k),
m
xe
E
on
ti
za
ni
i ga
(e), 501(i),
dation) and Section 501
SCHEDULE A
EZ)
(Form 990 or 990•-
st
(Except-Private Foun
nexempf Charitable Tru
.)
501(n), or 4947(a)(1( No
te instructions
ra
pa
se
ee
(S
ninformatio
rn 950 or 990-EZ
For
ir
the
to
Supplementary
ed
tton nurnber
and attach
7 Errrp(oyet IdenAttca
the above organizations
WST be completed by
1 58 0566194
A
NT
LA
AT
s, and Trustees
METROPOLITAN
Officers, Director
UNITED WAY OF ighest Paid Employees Other Than
e Five H
e FX.eIsc
{)
of 'llun ')
Compensation of th
` e:n;,tc,yoc eaneRr trccoUnf and otitrr
. If Ihcre are none, enf
iz^r6rin
t-kimr; of ttxr rrrrtan
srr,
crjC^rtrnLuricn
Part 1
tructions. LisI
;r'r page 1 ni fire ins
Carh one
ti'S
I^
r(
< of carp empfo/^t: pai
r
3 t„rnrr, rn.J addre.a
0
mare Man $60,00
b
{)
T1t18 trod 3VCra {JCrltiUl
to
per aver:(, rl(!wla
1(tSit!OR
{c) f.'outpcrt.,a(ion
PrU,t: 6 o^rr:^,^d
t
camp ,rsd ,,,
ITY INV
R. VP COMMUN
54_L_ _25
ALLERS.
..__..._ 40.00 ..__.___._._i_ .
._0
03
__
A_
_G
CHRISTOPHER__
_..
A,
NT
RESOURCE D(^V
ll._._AvE._._NE,ATLA
2QQ,._._EDGEWOO
_..... _.. __ .- _ -. VP
_..
__
_
..1. 3 , 61 Q...._
_
.
....
....
_..
__ _...._ ._
1 _w. 40.00 ._._._....__.._^!._ DEVEL
LON IE COQ E .. _ .._ E.-,.NE. ._..._ATLAN,TA.,__._G __..._3030
iSR-VP RESOUR
.14,227.
EDGFWOOD AV
._.__.118575'..__
00
.,._
N
40
EE
GR
30
30
EL
GI
HA
LMIC
LANTA,_._
iNG
AVE_..NE,,_.-..AT
P COMMUNITY
........
100 EDGEWOOD
10 7.x_.6 25x -----ER
TI
_.._
N
O
...._
_._
-M
0_,
0
CE
40.
JUDITH SERIV
RNING
P OF EARLY EA
.1._5..93
.0
_.._
40
NN
__^
.
A.
14
SHAREN HAUS
ANTA,, - GA _.._3.0.3 0
D AVE NE,ATL
100 EDGEWOO
66
nal Services
ors for Professio
ndent Contract
pe
de
In
id
Pa
hest
none, enter'Nona.
of the Five Hig
or firms). if mote are
Compensation
(c) Corrrpensrttiun
: (wilettter individuals
oat
ch
lur
vice
ist
s.L
lion
tmi
(1)) type of ser
(Sr•e p Lin 2 trf the ins
d
i4r emptoyces pai
total numbs Pt nth
over S50.000
Part ll-A 1
n 550,000
tracts paid rrrorn tha
:tr indepenterrt con
as I'd nar
(a) t'tamlc and athtre
15714
___.___.....__.i.
K
..._ RAFT WOR ..._...._. E
GA
....
_..
C
A,
IN
NT
T
LA
IS
AT
FE
QUALITY ASS
..SUITE.._15D._,.
EVALUATION
28.7.
AZK._.DRIVE.....__
_&.. PRE 5-68 ,
.._
8..
l1,
DE
RA
_.K
1.C_...EXE ijTTVEP
FO_R
..
CIATES.
29310
LU IEIA,SC....
.RESEARCH ASSO
ENUE,,_._CO
RST TV
G
NSULTING
.....CONSULTIN
ANAGEMENT CO
M
_
ER
OW
A,..__ GA 30319 _.
FL
NT
C
LA
GI
AT
TE
DESERT
RA
,
ST
-LA E DRIVE, .._NE
322.8 SILVER.__.
'LANNING__
UP
RO
.-G
lb
Y
7C
IT
..2
AR
C.
N
CL
L,
THE
PEL HIL
STREET, .,..CHA
_.
300 MARKET--_ _..LLC.._. _. ....
D,
,T
LA
. ..._ ......_ ^RUDIT
RT- & _HOL
AE
EK
_P
,
RY
G . ,30309. _,..,. _..
ER
,...
CH
A.
NT
LA
AT
,
ER__PLA7
ATLANTIC CENT
___
1
2
ntr aver
rivi
rt:c
rtts
trih
^' 1
nt
ther Services
O
total nunihvr
r
fo
s
_
Contractor
t
en
nd
services
at
pe
ian
de
ess
In
oot
id
or
)
5h(r (ltrt
Highest Pa
rei inrfrvidur,t; rfi
nsation of the Five
nat sirvovo, `wtmtr
rrihet Thor, piotesr;io
es
Pert ll`S i Compe
vrc
Sri
(t
tme
rlrt
wtv fn:
U
169L.U...E,LH
ns.l
(1 rst track ronhactnr
is 2 of the rnsftuctia
e ter "tlrrrre.' Set: fro
e,
non
no
m;
Iliu
It
tintrs.
(a) tlOint: and rrdrhess
(hi Type ut serviec
t rise lhnn S>tr cloth
tracior pan
of ,lark hide pendt:at cnn
250,145.
13.2 ,. 852,
81,50.0.
rlini
(c) la)rr)t , irs;
T
(SMART STAR
CONSULTANTS
ENDA
ROBERTA MALAV
.A 30076
, ROSEWELL, G
Y
A
W
E
G
ID
R
5
15
,..GA _.3._0058.._
PAMELA -ROSS
IVE, _...LITHOI IA_,.
DR
..._
GE
t...
_R
._.
6.952 , DESHON
KMAI:
040
SARA JANE BLAC
MMING, GA 30
ISMART START
CONSULT ANTS
SMART START
^CONSC3LTAN1'_3
6.6., 75Q.,
62, 923.
f
RVET CT, GU
6930 FULL HA
,ciriI'll roar
r:r rontraclrnt; trtt
total mart) r of rrti
5'x0.000 for Wiwi
0
.
of i:::= - {I;
11 tr, for Papr.nrork
, see the Ins
fieduction Act Notice
and Form 990-EZ
tructions for Form 990
Schedule A (Form 990
or 994-FZ) 2(107
St he(hde A (f term 9tttl n, Ago E:7) ?Oi?7
UN 1 TED WAY OF METROPOLITAN ATLA
NTA
^._ . . 5 8 - 0 5 6 6 1 9 1 4 agii 2
---------------- -Putt Ili
Statements About Activities (See parr,
....ofIIeinstructions.)
.._.............. -......
Yes 1\o
- _-._._.._....
.__.._.._ _ ^_.....__._..._...._
- ....._........
Dut i f I q tine y'r,aI, has the organization aIferirpted to influenre
nalinn;d, spite, or tcrcat i gislation, incinriing any attempt to influence
public opinion on a lwrisl.rtive matter or referendum? If "Yes," enter
the total expenses pairl of incurred in cnnnerIIon with the
h^bbyfnr a;;livitirts ^ S
S
2 274 , (f>Aust equal amounts on fine ift Par I VI-A.
o
One i of Pan Vi-B.)
VI-A., LINE 38B
Grganirrtions that enroll; an eicciion under suction 001(11) by filing
Form 57613 must complete Part VI-A. Other organizations
r:ht:ct(in{irnu:a crenpfete Part VI-Fl ANf1 attach a ctafemr-rd
giving a detailed drrscription of the lobbying activities.
2
Uoririg lire year. Iras the organization, either directly or indirectly
, engaged in any of file following acts t%riih any substantial contributo
rs.
Irusiees. directors, officers. creators, key enrp)oyeos, or members
of their families, or with any taxable organizalion with which any
such
pt:r son is affiliated as air officer, (Iirecior, It itslee, majority owner,
or principal beneficiary? (It the answer to any ctuestiorr is "Yes,
attach a detailed strrterne
nt explaining the transactions.)
a Salc, r, change, or teasing of properly?
h I culling of money or nitric extension of credit?
c Furnishing of pods, services, or facilities?
2b
d I'avrnenl of ctnnperrsalion (or payment or reimbursement
of expenses if mare Ilan $ 1,000)?
C 1 ransfer of any part of its income or assets?
SEE 1W T . V --A , FORM . 9 9 0
1
3 a Did the organization brake grants for scfrcrtarsbips, fellowshi
ps, siudrnt loans, etc.? (If "Yes," attach an explanation of how
file or(faniration determines that recipients quality to receive payments
.)
b ldii the (nganiialion have if serlirm 403(b) annuity plan for its
employees?
G Inn 11ut ornannzahon receive or hold an easement for corrsri
atinn purposes. inclor-finq easements to preserve open spare.
lire envitnnnu+nt. hislnrir, land areas of historic 5trur•,tureS? If
"Yes; attach a detailed statement
d Dill tilt: orranizaiirn pn;vine t:rer)il counseling. debt rnanagmn
eni, credit repair. Of (lebt negotiation services;?
_-3b....,
3d
4 a Did lint: nrrtanizalion rnaintairr any donor advised
funds? ii'^res: complete line's '11) through 4(t, it `14cr, romislnrts
t lines 4!
and 4rl
ir Dirt Ili(; organi.;rlinn make any taxable distributions nndcr section
4966?
N /.A.
N/A
P, Did Ow nrganization nuke a distribution to it donor,
donor advisor, or related trerson?
tl inter llie total numbrnr of donor advisnnt bends owned
at the end of file lax year .
in [nu:r ilea: angrenarr, wormy of assns brad in all donor advised
funds
1 1.If h:r Ihi'. total nund,^n oI separate lauds nit m:cnunIss rnvnrd
X
.4 b.
^- A-q
rnvned at line end of lire lax year
at rime: end oI the yean (excluding honor advised trm(iss
included on
r of invrslnnsni of amounts in such funnis n; ;nec:mnir-
horn. dd) where n(nu)Is have: nine rnpirl to pirvinf>
;fdvir:e off the distriiurim
Enit:n tine agirrrnlrair: slim of a ssels in all furnis or accounts
Indudtrd nn line 41 at tiro end of tire: lax. year
Schedule A (Form 990 or 990-[Z) 2007
r.:
A
POLITAN ATLANT
UNITE)) WAY OF METRO
7
0O
[l)2
9(l
<?
tn,
sl0
ions.)
S,hedmteîfmr19
on jli (1 r31 the irzstrrtrt
Status (ce ptv;7es •T t(ir
ion
dat
un
Fo
ate
riv
n-P
Paf t Jl! Reason for No
iictthlehox..I
58-056619 4
y ONE app
it is: (Please check onl
e (oil ndalion because
ival
Ill
it
not
is
n
atio
.:tion I70(h)(1)(A)(i).
I certil,' that the organiz
ciation Of churches. Ser
-- z
n tit churches. or asso
ntio
rrve
crn
,
rch
chu
L_ _j A
5
t V.)
). (Also complete Par
S coon 170(b)(1)(A)(ii
i).
(__ l t, st:lruol.
Section I70(b)(i)(A)(ii
nn_
ti
za6
ani
pital sr:rvire orn
.
l in a coofimalive hos
)(v)
pita
1)(A
hos
A
(b)(
,
7
mental milt. Section l70
the hospit7ks name, city
al pr ernmmill or govern
170(r)(1)(A)(iii). Enter
tion
Sec
l.
A federal, stile. cr loc
pita
hos
with a
on
ncli
nju
cor
rn
d
ganization operate
rrtcdlcal resr.;m,rch or
)(i•1).
unit. Section 170(b)(1)(A
d by a rtovernmenlaI
rate
ope
nr
ed
own
sity
ege: or univer
d for the benefit of a coll
An on anizalinn operate
10
A-1
IVt
Par
in
le
from the irneonl public.
port Schedu
ernrnemm f ill unit or
(Also complete t he Sup
its support ft Cmrtt a nov
at
t
har
tial
stan
sub
a
mally receives
An organriahon that nor
Pail IV-A.)
iia
Support Schedule in
). (Also complete the
IV-A.)
)(vi
1)(A
(b)(
Section 170
port Schedule in Part
Sup
the
te
ple
com
, anti moss
170(b)(1)(A)(vi). (Also
tion
utions, membership fees
Sec
trib
st.
con
tru
m
ty
fro
nri
t
por
sup
A comna,
its
of
33 1/3% of
n
1/3%
33
tha
an
1 lb
more
ives: (1) more itt),
exceptions, and (2) no
ion Iha t nonnratly rece
sses acquired
ns - subject to certain
ine
ctio
bus
fun
,
m
[ I An of ganizat
etc.
fro
,
)
ble
lax
12
11
rita
S
s secliutr
related to its cha
ss taxable income. (los
ine
bus
receipts front activities
ed
A.)
elat
IVt
unr
and
le in Par
irrvestrttenl inctune
te the Support Schedu
its supper I turn gross
509(a)(2). (Also comple
ments of section
e 30, 197 5 . See section
tim
n
alie
on
mti
ani
nrwise meets the require
In. time pnj
tion managers) arid olh
nda
fou
n
tha
er
(oth
s
d person
ted by any tlisntoalitie
trop that is nil cunlrnt
r
t . ^ Au nn uarrma
ting nrganiration:
por
13
sup
of
e:
(.__ ^ l ype Ill-Othe
typ
(tic
(hat ctescmihes
lol:grated
t9(ni(3i_ Check the lux
type Ill-l' unctionalfy
l ype it
.._.... ...... .....
..._._...-_._..-.._-_..__.___.._.._...
Typri i
tions.)
ruc
inst
the
f
Ho
e
_._
e pag
..._.__...._
ted organizations. (Se
.-........_...... _.-.._..__.__._...._.
ation about the suppor
rm
info
ng
owi
(d)
foll
the
Provide,
(c)
Amount of
1
(b)
supported
the
Is
support
(a)
Type of organization
listed in
ion
zat
ani
Employer
org
I
(described in lines
anization(s)
org
ting
ted
por
tion
por
sup
ica
sup
ntif
the
of
ide
(s)
1
Name
5 through 1Z above
organization's
number (SIN)
1
I
or lRC section)
s?
governing document
i). {l op game H (11
`^k'ttli:xi !_tt;r{tiit^
lost lot pubtir; ::;.ha,'..
lj,rnti r+t:ralcel Int
1 Zio;! :v
du; nr5iruclinn5.)
or
Schedule A (form 990
990.52121)07
S(;ttadnfe A {f of rn (' L tit 99ti k,) 2007 UNIT
ED WAY OF METROPOLITAN A'I'LANTA
Part LV-•A I Suppor
^_..._
1
Note:
Galendaryear(nm fiscal year
beninnies inl
15
Gills. (!rants, and contribfilial) s
rnr:nrm,d (Du 110111016! 111111141,11
gr<1nls Se e Inr(i 2fi.)!.-_
1G..., hdemhr_.rs(liii fees recnivetf
17
18
19
20
21
Page 4
58--0566194
t Schedule (C, omp:,iete only if you checked a tyox• on
line 10, 11, or 12.) Use cash method of accoun
ting.
workstreef in the instructions far cr;nverfirrq
/tom the accrual is the cash method of accounting.
You rrs::ry use the
(h1..2Lr)b
_
_-_
8..1.._0 9 7.7 7
(c) 2004
!_.
0 2.LL3
........
(e)
rota(
97-J-8711, .3-23-2- 89,038 ..,.._544 I8 $...._8 77_9.9 2 .13
.1378
6 38
_...__._ _._..
Cross recriplc (torn admissioris,
merchandise sold or services
pcrfurmed, (it furnislrin.) of
iacililies in any activity M ill is
relaled In the organization's
charilablr:; etc., purpose .
1
Gross income hone interest, divid•
antl arrurunls ter:eived from paynlenis till securities loans (section
;12(x)(5)), rents, royahies, income
front sandal sourr.es, ant, unrelated
business taxable lrrcor n. (less
section 511 taxes) from bu ,messes
acquired by life.. orgarrualion after
_hure 30, 19/s _
:..:_:..._ _.._:_ :: •__:.::. _
Wet inrnmr: from unrelated Iw ;Itess
aclivilies not included in line 1
lax revenue s levied at life
oriani7afion's benefit and either
pact to if or expended on its behalf
G-A.0-8 ...,. 2 81._,.
2.4 9.6.3. ,.._9 8 9
1 he !;dun, of Services or fatalities
lurnisshed in du: olntanirxhon by a
novernmeelal unit avilltou( charge.
bo nol include thn value of services
ill facilities (isnerally lurnishrerl ter
I
file. public Without charol,
23
Other iricoroe. Attach a schedule.
Oo not include gain (it (loss) Pont
sale. of capihd assets
Total of lines 15 Ihtounlr 22
24
I ine 23 urines hue 17
25
(:tier 1°•i, of lin2 23
22
2[i
It
C.
d
SEE STA.TEMF1?T 17
i.._..._._.....'10 4.._.._.00 0 .-,....... __---- ...6 8 9 1,0 81 ...... 1.,.10 Q_..,
3 7-9=
2 9 6....,_933..
11.010A 7 7 7 .
1 0 A 9 7 0 6 8 .5_ 9 6, 095.1...768 9 5.,.._38 9 3.19. 4:..Q7.,_1
by0._,.558
110 =^_^?4_Z7.7_........1Q 97.0685 .,96_,._055 ...!.780..195 389 316
160 558.
Organizations described oil lines 10 or '11'. a Enter
2% of irmotlrrl ill Column (e), line 24
i'n:paro a list for Vote r ccol ds to Show lire rlarrne of
and amount t:(mlr ibutod by each per suer (oiler than
a guvlir ntlenial
unit or flnlrliray suppnried nft)tru0;rrii?n) tuhnse InOO
gills for 2003 Ihrough 2066 f:xcep'tic(I [lie amount Shown
in line 21k.
26a_.__ --8-,14
On not file this list with your return. I rd(;r the total of all Ihese excess
anrourlls
1 olat slippori Ire !;erli0n 509(;m)( I) Iftsl: Enter Zinc lit. r.04unn
(r:)
Add:
Arnnt!ni , bran r:olon?n (P.) for hues:
Ill
24 963 989
29 6...r..-933.._x.
26b
21k .
3--,.211
0.
07,:160,558.
1(1
26t1
I'uhiir, supprf i fine Nil" minus line Mill IolaO
i
Publ
-_ic sui(portPercerl
(age(line_2Eie_(numerator)d
.
^2E^.....{_..?86.0.., '?f'
13 7 8899 6 36
ividetibline2..1.26e
..2^t._I.
9..8_•.05 0'
r
Organizations described on line 12: a I'm an?nunic
irrch?detl in lines 1;1. 10, alai 17 Ihal'r are rer•,eive
tl Irnui n "disilualified pesnn " prepare, a lid lot veer
ft'Ctrt(iS to Stair;' lilt: nhnrf: id, anti Inlal anrfau115 irrr:ieiri
in (";)(:It year bons, n<'trh "disqualified ilarson." Do
not file this list with your return. I until till: tnr nl
such anmunis hill melt year.
N/A
27
(2(1(11.)
fi
(2(tU.rr)
l fir 'rill"' airrrnrttr l1whidwl in hill' 17 thin 'tdas re0erVnd
12004 i
horn fiacli liersril? lolin('I dratl'disglnrlihed irerSGnS"1,
(2003
pleliane -I IN[ Inn 'v'ntlr rrr:ruds it) shnv" alg il;lnti.: of.
,loll anninirnt Iecerved for c-nr:li year • Thal kvas wolf:
Than lilt larger of i 1) fill: anrlonnt on hill: 25 lot fife vt;;n
of (2) V5,001 !J'WIlIdp if! Ill
described Ill lilies 5 filluorth t if), a!; well as indiviriua
ls.I 0o not file this list with your return. After computin
g lint: difielence belween lilt! inrnmmi ierreivcti and
lilt: laliwl aunnufl rh'srr i(r:rl in (1) on (2). r,nlr:l tilt stun
lit lifrtse tiiffef t 18x'; (lilt: excm'ss arnuunls) fill t.atÌn
Yeas:
N/A
(2O(il11
(711115)
POW i
(200;,?
;lit! r;neuu;tr. hrul ruU!nul i; r Ire lnr•s.
(•'
tr:
rl
Add: 1 ine: 7;;i Inir.l
e
Public snppmi (fill!, 21t; lui;il rnnurs line 77d Imml;/r
Total support 1101 '.ct'ficin 509G)(2) Icsi: !-film autouni
p
and frill is b Inhii
(if) line 23, colon?n
Public support percentage (line 27e (numerator) divided
by line 2711 (denominator))
27d L..
' 27e
1`T.^ is
N (?l
..
79..._1......_...._._ __......IT ^. _
!) ._inyesimeni income percenlage.,iline l8 column..
(e) (numerator) dfvfded by line 271_(denominatpr))--__,
271n 1
211 Unusual Gmants: for an orginizali to described in line
10, 11, or 12 that ret:eiverl any unusual grants during 200,33
through 2006, prepare a lisI Inn your records to
l.howw, lilt each year. fife name of the conirillillor, the ;hale.
anri arnnunl of till; gram, and if brief dt:scription lit the nalune
of the nranl. Do not file this list with your
return. Do not inrludc Iheso grants in fine. 15.
---- NONE
-,re tre,n.• 5c,c o 00'0.s
N AI'LA ,TTA
Y OF METROPOLITA
WA
D
ITE
?
UN
200
12)
990
or
s.}
St:be^4di: ;t l1orrn 99D
(Ser. pagr' g of the inshor ion
rt IV)
Pt ivate School Questionnaire
the box on fine 6 in Pa
d
cke
che
t
!^
z
tha
ls
Pat
oo
sch
by
LY
ON
(To be completed
i'agt'• 5
58--0566194
N/A
Yes N o
n
irtrt, bylaws, oilier pavernin
nient in its r-li
cy loi"ârrl sou'l' ilia fly 4lale
lly nrrnrtisr;rinrinalory poli
racia
a
have
rxt
irnti
g;in
ru
11nr:s Ilya
:hares, cata1o9ues.
n of its govtniiirtq body?
toward students in all its fitat
ri:,tnnrtr:N, or in a resottfio
fisef hoinafof}' Policy
nolu
lk,
Iacia
its
of
t
rnen
dc a slate
lar slops?
11(11;; (he or garif atiun inrlu
issions, proprarrr s. and scho
ic; dealing with stIII) ertl adm
munications witf10 IV publ
ia din nil the period of
com
med
t
dcas
broa
ten
or
whi
er
newspap
and Ohm
riminatory policy lhronrth
disc
non
ally
raci
its
ed
es 11w p0110/known
;irn: the arc, ni atioti publiciz
program, in a way that mak
iad it it has no solicitation
pct
ion
strat
regi
the
ng
dari
solicilatiari lot studcnls, or
r;omrnuniiy it serves?
rate statement.)
In all parts of the nencrat
more space, attach a sepa
please. explain. (it you need
II 'Yn s "ptwts(i describe; it
?4
39
31
32
tain fire. foftmw;irip:
alNe ;fait?
lI n:r: the oinani alun main
y, Gu;ully, trill adlniniStl
position of fhe student hotl
ry basis?
com
al
raci
(be
gt
ralu
indi
a racially nondiscriminato
a Records
l assistance are awarded on
ncia
fina
r
othe
and
hips
li[rg with sindenl
#dirrti that scholars
icalion s to 11w public de;a
b Recoils tlactinit
and oilier fwriltrin ctnninun
ts,
'll
rinIt
tnnc
l
;afil
eS,
toptres, brocttur
C. Gopics of all cata
trnrus, and scholarships?
t:ror
ns,
issio
adm
at coutritnttions?
nisation of on its hchalt in sntir
statement.)
nrah:ri3l Used by than orga
all
of
l?ies
C[.t
r: space.. attach a ;;[:1tatate
d
s'. OOxtttrtin. fit you need ntnr
film
v[:,
abrr
line
('If
any
M
ll"
If vuti ;fns€"ef etl'fi
rinate by race in any way With
Inns On! [trpanizalioit [tiscrinm
es?
Sruilentts ()(tinsof privileg
?
ties
poli
ns
Admissio
33
a
b
3
32a...
326_,
32c
32d
rr,Sli^r:l In:
adntinisbalive staff?
f mployriuuni of iacully or
lle' financial "oWnlanco?
it ` chotarshipa ul'M
ro
e
I ctucalional pot:);it:s?
I
Uso of iacititics?
s?
tt i;lbl !u: pn tram
tr
Ituif:r r::=.kar:rttrir:rdar
;tcl vitirs?
ii, pftSrse cxplarrr. flf volt
to ant'rif tfrr: ahnv
It volt aiisarrred 'Ycs-
I
tl,)
.h if separate slali iitta
rrcrat Wrote spars:, atlac
I
34a
i rorn:;nhr1 acrency?
341.
or ;rssist a rtce pant a t1o^v
ive any financial aid
rece
%ation
anti
tin
the
s
34 a f lor:
d?
endu
snsp
of
ked
r heart revo
,ilmnn's riphl In such ,ltd feve
h 11.1s 1hr: ury,mta
atlta,;trt ti s laieinrnE.
11ev, Pictn. hrffip,
Please explain using aii
b.
On
4a
3
ither
noo'o
ions 4.01 ibrtnitth •i.Ofi cif
11 you anssvr:r+ai '/i
r:,rble rertuirenwills of :;cct
f 36
apph
the
with
uf
rplir
rfirr
has
)));if it
11',1:55 1111: of wiltuati +;n ct:rtil
36
;' alhit:lr art exptanalion
m 990 of 990 FZ) 2011
"ldc
(For
II
A
ri'?
le
atru
edu
unin
Sch
l
rhsc
urn GiCrd nrru
, 7 (,.R.',,:.r.. t ovr:
;!t r'
rhedulr;A(torm990or990-hZ)2007 UNI
TED WAY OF METRO
POLITAN ATLANTA
^.Pa VJ-A 1 Lobbying Expenditures by
Electing Public Charities (SeepaleIi
oitt!Cit1S(!",111101"ES.)
i1) be e..
..
led Otvt Y by an elinihle
..
It d 1
orpanizatiort that fu nd Farm 575$)
a
Irffil
I it it mrnalli ,lion ht long__.10 qn 3ttihn
tcci rrrnErt3
(herb
58--0566194 F;,Oe6
_ _.___.-.__ _._.._.__ .
...........
b E ._) it ton rhecketl.'a`.antl^liniii?c(rnnhnl"
Lim
its
on Lobbyin
itt
g Expendg
l
e
(a)
itures
d
roup
(1be kern "expenditur(!s" gleans amou
nts paid on incurred-)
taints
36 Total lobbying expenrhlureo to inltue
nce public opinion (grassroots lobby
ing)
37 Total tnhbyiug expnndihrr:;; to influe
nce a ittgisiative barter (till ecl lobby
ing)
38 1olal lobbying expenditures (add
lines 36 avid 37)
39 Other erternpi par pose expenditure
:;
x7
S!1CKi (iS O
71 ;,
30
Cr cv S i.SON !i 0ii bur Psi
1):""r 5.1
40
5..500.1200
170000 plus 1(10 or the ra'eao
obU 51.000 Den
000.014.
8 7 8...
18,396.
.____....., _...._.._.._....._._ ^- _,._2 q
1.10 7 31 ,__.I
1101712-,A-5-9......
------ ..
of Il:e n:nourii n: imr: •10
e 100 :00 rrlua V;% of ME, ezrc^::E
0 c,
l.)'o r SI S,f!0.ftoi) bill ne; l ri:rr 5'i.
.i41.(7 71
fit he Completed for all
electing organizalimt<,;
......... _..___..__.______.._.........__._..__...__.___2 2
.38
s (aild lint's 38 and 39)
41 1 obliging nontaxable amount. Fidel
the amount from fie toliowirrg table
11 the amount on line 40 is The lobbying nontaxable amount
is Onl
:,1r-:
(b)
N/A
36
40 total exempt purpose experuliture
:%vro ; Sifil 0ru mg oat r"vei $ 1.0300
rtwisir^ns a ?p.).__._
41
5225.000 rl lu;. `5q, of nm sown,
"c' $1.5QO.0An
avc 5: 17r00,007
42 (Sea,srootsnontaxable.anionnt
(enter25%of fine, 41)
43 Snhiract line 42 ,morn tine, 36. nter
E
-0' it lore 42 is more than fine, 35
44 Sutrinta Intr. 41 born Jinn 38. Inlet
-0-if line 41 is more than line 3
0,000.
42
0.
44_!
I
0-1-
Caution: ti ih(41'e is W) finrou
nt on erllter" tine 43 or lira 44, you inert
filer Form 4720.
4-Year Averaging Period Under
(Some organizations that road,; a sectio
Section 501(h)
n 50 t(h) ett:ction (10 not have to comp
lete all of the five eoluntns
trulow. Sew the inshurtions for lines
1;i ihtougir 50 on page 13 of the instru
ctions.)
Lobbying Exnenttitures During 4-Year Avera
ging Period
Calendar year lot
fiscal year beginning in)
(a)
tom. 1
(it)
2005
2(101
45 1 ohbvin0 rutniaxahle
. __._arrtorim.
(d)
' 004
1. ,000.,000.
46 1 obbying uililly an 11,11111
(150
(r)
21)1).1
C tal
I
0...-.
01
2,000
of lift) 15(e))
47 Total lobbying
3
lit (itass:rnois nnnlarabtc
2ilutl ti
2.59
49 (;rasr:r r.tnts ,:riling armnmi
..,_110.0 ,
0
0
0,
161..,.._2_`; ---
I
,QQQ31....
5-()
1150",;;. of liar: =1i;(t:i)
50.
01000.
750,00(?.
:nditwcs,
2 2 , 8 7 8 ^^.
'119 _L9 "I 9
(Pad VI B I Lobbying Activity by
Nonelecting Public Charities
tl ai Iaporfin (1 anip 1); olga!riialion
s,tent did riot
fh!rinn the
:al. dirt III(; nigarii?alion ailero
uiiliteru;E puldir. gpiriirxl nn a Ie{ii;;h
rlivr tootle
h
Pagel sl;lfr, f r !tt;in trjrunrs!i (itioli
1,tr:dr. athrciiIOitnrt!li^
d
htail!nri!, If, nii:mhr:rt.. h't;eritrinr';,
ldr raill glent;ahntl In rrxpr:nss !cpnf
N/T
boat lel;islalion. iucfudinrt any attcni
f (if I efineiiiiitrrl, iliiough ilit: use: nl:
c
0.1-.__.
1 A
.1A? 8 57
r:amjrbr io: P;iri ìl t1) (F^nr: Rage
141 (it lIre insiuntiono;.)
n Ili inttuer!r:n national, state or
a 'dolunit'irtto
0.
ltl to
Yes
No
Amount
ierl lift tin+ ; c ihrrlunli h.i
, (it tile, puhtn
c l'utriic,rhons, of llobli;hrrti or hla;,r
icasl
sLriernrnls
I Giants to oilier ntrlailui!tinrmr for
tolihy
lnp p!ir(tosis
o
h
i
Direct t:nntarl ^rtith legislators, IhtOir
;;tails, gow"tnineni allicial s, or it lenist
aiive hod",
Sallies, df:mons;iralituts, sf:atinar:;. t:anve
nlion spreChes, lectures, or any
other n!r.;ns
Iofal inbbyinti expenditures (A(ld liars
c Ihrotigh h,.)
If `Yes" in any nil Ihr ;elite; c:, also attach
a siafernonl t!ivilip a detaiktd descripiion
of the lobbying ataivities.
Schedule A (Form 990 or 990 -E2)
2007
Contributors
Schedule of
rmation for
B
the u'e0-EZ
,
fo
Supplementary In
ns)
(see instructio
, and 990-PF
990, 990-EZ
rm
Fo
of
I
e
lin
(Form 990, 99
or 990-PF)
, frv::cci^
T1^r;,vrn,mt vi v"i5irv i
r: l,,,,wd Pxv-j
nizntion
Name of orgn
UNITED
a, one).
oc
(ch
Organization type
WAY
tification
Employer iden
^...
ANTA ___
LITAN ATL
PO
O
R
T
E
M
F
O
number
9
58--456619
Section:
Filers of:
0 f::7
99
Form 99'90 or
l(c)(
i.x i 50
nurnl)e
3 1 (enter
n
r) orgarnizatra
te foundation
priva
t treated as a
itable trust no
rrexernpi char
no
)
)(i
(a
47
[.^,^ 49
oaniz ation
527 political or
dation
pt private foun
Form 990 PF
[._._
(301)c)(3) exem
st treated as al
t charitable tru
) nonexernt:)
, _1 o947(a)(1
5(11(c)(3) taxa
tion
private founda
undation
ble; private fo
a Special Rule.
neral Rule or
vered by the Ge
co
is
n
tio
za
organi
liorrs.)
le -see irstruc
Check it your
Special Ru
ral f ufe and a
ric
Ge
>
ihc
th
for bo
(Note:
50i(c)(7),
Oriiy a section
?t1 of n)ara (in
s vc:;u. ;i=^r.t.r
5 1'
General Rule.i;l. tt.hi EZ. or
it)r), tihncl Polar
Fri rv u;-utt: ^ti
I
, and it.)
:orrrplele Past:
(.ontnhutun (C
l't'Cr5
(
erly)
money or prop
es
n (.hrech hom
tu>ni arr.; one.
it)
r3it^r.(!, rirrtino
,tC
C
9)J PF if Flit r<
r i
'9anization ca
(£), or (10) or
, under
he regudrttioo
srrppori fesi cif
A
"31
If
$9,000 or
33
of
er
et he
ion of the real
990.E2, that rn
990, or Form
a contribut
rm
ar,
Fo
ye
int
the
M
rrt
in
drnim
) oro anrzatr:g
e Contributor,
on SCi1 (c)(3
ed train fury on
fi for a secti
)(vi)• ruin receiv
(A
1)
))(
i,'i
.)
7f
and 11
51ti1:'1
year
f)Irate Parts I
serair,ns iCl9(
tc)r, t.itrrincl the
ese lorrrr (faitn
y one corrtrii>u
on lure' 1 of lh
air
nt
ns
ou
iro
,a)t
am
ed
e
rsi
th
eiv
rir
of
t rec
her:a
rm 9Eit E2.. tha
( Illeraiv, or r-C
ritabie. scisnbf
Form 990, or Fo
h0
r.ing
s,
fil
i
iou
,7t
icl
iir
rel
(10) c^raEtnizn
,sivelt' it>r
1 (0[11, (8), or
0 for use excir
Fr,r a sactror, 50
010 char) $1.00
and l11.;
,
x0
11
of
I.
:
•)s
rl':
n;
Ma
iu
lf,
jr ec
it,rrliu)ri:: rb
)rrnals. (C;omple
yr.;;;
r,t
is
rrrr
)
ild
agorvgarre cuntr
if) rh
dUrrnc thi
liorrit crtrnlrv
e conirihr.nlm
on
ten
y
ev
an
t)r
r
'
?r)
!t+
frr
er)
iuairrrre-^ or
to (rote 11 rro
(7_ that receiv
x101 agareastre
0. or Form 9(3)
ite riion did
tiluigl From ;19
ntr
i
r
co
ikr
se,
1;a
the
t
;,n
bu
iours,
ses.
of !trig nty
olc)s)ve/y reiig
ble. eli:., frlrpo
11 (1:1( ).
, year tar an er
lrr)rc,us, of suita
the
rcu
g
((;
rin
'
F'or ti rrc(rgr) 50
du
etl
d
iU
r
ive
e it teceived
c:e
ri r:=Yr:fr
i;:alion becaus
that weer'e rra
utiCH)s t(:)r rro
to ml is nrgeu)
al contributions
ies
tot
pl
5rrrrrr.• cor)irrh
the
ap
re
le
he
Ru
r
l
4•
nera
d, ardo
unless the Ge
s box its checke
i
y of U)e Parts
`((1.000. (if thi
oon•rptefe air
dtinnu the. ye;ar
t
e.
no
or
ro
Do
of
e
l
os
Ob
. innp
g,_.,tr
tar!
cttarilaldo etc
rdrrh1rtioos fit
. or 99f0 PI-).
ut:able. (:N, , cn
990. 990 £
igi::itrs Chu
!e 6 (!-(!in
rra
rlu
^
tte
ut;
iil,
Sc
hlir
!uv
s,'
e
r:iu
Iri
duc
n orrr^x
do /no!
1 Irma!
'I)(-'Y do 00
pecrirl Role:;
to cr.-.rtriv ihr:)i
8n(1/Or lire !_;
,
1h:
Pt
11,1
)
91
al
Sf
e'r
their I ban
:r!rl1!y lhi (:;err
ot on fine 2 of
n rrrO no! r00C
rror 091) F7,
rri?att:C!n;r tha
rrrr 99,2, Te
i'rr
Ot
thi
t" ;ution: r Irtlf!
of
lire h(,:.p,rfirry
G. fire t;0m in
) (200',"!
(15(1 i l9
it;ey must Ch0C
0-E2. or 99S-PI
rit. 990 (-'1 o
ifP
B (farm 990, 99
f t- ruin !,B
rlc
d1
dr
,Jw
lie
S;
Sr
id
nlC
nsrcrrfill r )rtro
ns
the Instructio
Notice:, see
daction Act
Re
k
or
rw
pe
0-PF.
I it, For Pa
, and Form 99
Form 990-EL
for Form 990,
sSpecial Rule
Y•cri ,
n o n fltgi, nu,.BZ, ;a C=
rr-)(cco;)
flame of organization
Pat...
1 of
1, ofr'otr;
UNITED WAY OF METRO
POLITAN ATLANTA
Pala I
Contributors (See Specific Instructions.)
(a)
(h)
No.
Name, address, and ZIP 4 4
58-0566194
(c)
Agreyate contributions
(d)
Type of contribution
DEPT OF HUMAN SERVIC
ES
TWO PEACHTREESTREET,_
?
-548 729.
ATL ANTIS
(a)
No.
Person
Payroll
Noncash
i.X.i
[ '3
(Corplete Part 11 if there
is a non c a s t i C ont r
ibution.)
(h)
_.__._A9greyate(c)
contributions
Tyke of contribution
THEJOSEPH .._.,B_„WH ITEHEA
D__FOUNDATION
5.0 HURT.-_ PLAZA,,....,.,SUIT
E 1200
ATLANTA,
000 , 000 _t.
(Complete Part II it there
is a noncash cant ribut ion,)
GA -3-03 03
(a)
(h)
Name, address, and ZIP + 4
No
FRI
Person
Payroll
Noncash
(c)
Aggregate ooniributions
ANONYMOUS
1.00DGEWOOD ,-_TiVENUE
ATLANTA,
Person
Payroll
Woncash
,__NE.._
(_' I
(Complete Part II if Itlerrf
in a noricash rx ntribtrlirui i
GA 3 0 3 0 3
(c)
(d)
Aggi eUpte contributions
Person
Payroll
Noncasfl
L.... I
iC;oniplete Part It if lhe,f;
is a nonr..^shi ccarlIII ,utlr,!, r
(a)
No.
(c)
/\ygregate contribution
I
{
(cl)
Person
Payroll
Noncash
)
(cicn,piele Part 11 ii
Illo :
i s a noncasli ocnilribulic,rl.I
(d
(:a )
)
No
1 ype of contribution
Person
Payroll
Noncash
z-o- c;
(Complete Part II if their
is a noncash (.ontrrbutio'
Schedule B (Form 990, 990-EZ, or 990-P
F) (2007)
58-0566194
F METROPOLITA
UNITED WAY O
N ATLANTA
1
STATEMENT
AFFILIATES
PAYMENTS TO
FORM 990
ADDRESS
AFFILIATE 'S
AFFILIATE'S
NAME
ES
NATIONAL DU
AMOUNT
560,760.
PAYMENT
PURPOSE OF
ES
NATIONAL DU
560,760.
LINE 16
0, PART I,
99
RM
FO
TO
TOTAL
FORM 990
2
STATEMENT
ND BALANCES
ASSETS OR FU
T
NE
IN
S
OTHER CHANGE
AMOUNT
--1 , 115 , 66"7.
DESCRIPTION
ENT
SS ON INVESTM
ALIZED LO
ANGE ON UNRE
1,1.15,667.
NET CH
I, LINE 20
M 990, PART
R
FO
O
T
,
L
A
TOT
STATEMENT
3
ES
OTHER EXPENS
FORM 990
(B)
PROGRAM
(A)
TOTAL
SERVICES
(C)
MANAGEMEN'T'
AND GENERAL
DESCRIPTION
CAMPAIGN AND
PPLIES
MARKETING SU
FEES
AL
ON
PROFESSI
PPLIES
SU
D
AN
POSTAGE
D
TRAINING AN
CONFERENCES
ORTATION
LOCAL TRANSP
OTHER
UTILITIES
CATERING
TAI:.,
INTERDEPARTMEN
ALLOCATIONS
'T'OTAL TO FM
99(1, i-,II 6.3
287,000.
848,000.
487 000.
446,000,
127,000.
112,003.
518,00o.
725,000.
-2,000.
3,54R,003.
154,000.
480,000.
552,000.
284,000.
46,000.
34,003.
518,000,
23'7,000.
653.
2,882,003.
FUNDRAISING
1.33,000.
131,000.
586,000.
91,000.
72,000.
45,000,
71,000.
9,000.
30,000,
725,000.
89, 000.
(D)
- 21.6 , 000.
520,000.
125,000.
1,186,000.
STATEMENT(S)
1., 2,
TJINI'fED WAY OF METROPOLITAN ATLANTA
FORM 990
58--05661.94
CASH GRANTS AND ALLOCATIONS
TO OTHERS
STATEMENT
CLASS OF ACTIVITY/DONEE'S NAME AND
ADDRESS
AMOUNT
GRANTS AND ALLOCATIONS
AGENCY ALLOCATIONS
30,682,240,
GOVERNMENT GRANTS & CONTRACTS
7,477,135.
SPECIFIC ALLOCATIONS
14,923,943.
GIFTS IN KIND TO MEMBER AGENCIES
10,107,42E
GRANT'S AND ALLOCATIONS
DONOR DESIGNATIONS
20,817,863.
TOTAL INCLUDED ON FORM 990, PART
II, LINE 22D
FORM 990
84,008,601.
DEPRECIATION OF ASSETS NOT HELD FOR
INVESTMENT
DESCR 1 PTI ON
LAND, BUILDING, FURNITURE, AND
FIXTURES
TOTAL TO FORM 99 0 , PART TV, L.N 57
4
COST OR
OTHER BASIS
STATEMENT
ACCUMULATED
DEPRECIATION
BOOK VALUE
65,929,954.
33,649,774.
32, 280,380.
6929 ,954.
33,649,77 4=
32,280,180.
STATEMENT (S) 4, 5
58-0566194
N ATLANTA
TROPOLITA
Y OF ME
UNITED WA
6
STATEMENT
ETS
OTHER ASS
FORM 990
G
BEGINNIN
R
OF YEA
AR
END OF YE
89,445.
867,000,
97,576.
867,000.
N
DESCRIPTIO
ES
INTANGIBL
ED FUNDS
ALLY OWN
I
C
I
F
E
N
E
B
NE 58
T IV, LI
990, PAR
M
R
O
F
O
TOTAL T
956,445.
964,576.
STATEMENT
7
S
BILITIE
OTHER LIA
FORM 990
G
BEGINNIN
R
A
E
OF Y
EAR
END OF Y
1,035,097.
ION
DESCRIPT
3,731,786.
.
BLE
ONS PAYA
ALLOCATI
SPECIFIC
LINE 65
ART IV,
P
,
0
9
9
FORM
TOTAL TO
.
1,035,097
3,731,786
STATEMENT
8
ES
ECURITI
RNMENT S
NON-GOVE
FORM 990
E
MV
N COSTIF
CORPORAT
STOCKS
IO
DESCRIPT
SECURITY
CORPORATE
BONDS
12,250,197.
FMV
E
990, LIN
TOTAL
T
NON-GOV'
S
E
I
T
SECURI
12,250,1.97.
.
7
1.2,250,19
97.
UND
MUTUAL F
TO FORM
OTHER
PUBLICLY
TRADED
S
SECURITIE
12,250,1
B
54A, COL
RM 990
UDED ON FO
STATEMENT
ENUE INCL
FORM 990
OTHER. REV
CRIPTION
DES
T
INVESTMEN
IGNATIONS
D LOSS ON
E
IZ
DONOR DES
L
A
E
R
N
E ON 17
NET CHANG
PART JAI- A
FORM 990,
TOTAL TO
AMOUNT
.
20,817,863
.
7
66
,
5
11
1.:
0.
21 , 933, 53
8,
(S) 6, 7,
STATEMENT
FORM 990
58--0566194
OTHER EXPENSES INCLUDED ON FORM 990
STATEMENT 10
DESCRIPTION
AMOUNT
ADDITIONAL DONOR DESIGNATIONS
NET CHANGE ON UNREALIZED LOSS ON INVESTMENT
20,817,863.
TOTAL TO FORM 990, PART IV-B
21,933,530.
FORM 990
1,115,667.
PART V A - LIST OF CURRENT OFFICERS, DIRECTORS,
TRUSTEES AND KEY EMPLOYEES
NAME AND ADDRESS
MILTON LITTLE JR.
TITLE AND
AVRG HRS/WK
100 EDGEWOOD AVENUE, NE
ATLANTA, CA 3 0 3 0 3
MARK SUTTON
1.00 EDGEWOOD AVENUE, NE
ATLANTA, GA 30303
40.00
350,000.
8,244.
40.00
210,917.
17,771.
0
137,11.7.
1.4,920.
0.
94,093.
12,931..
0.
0.
0.
VP OF FINANCE & CFO
40.00
CONTROLLER
40.00
BETSY BROWN
ATLANTA, CA 3 0 3 0 3
ASSISTANT TO PRESIDENT
LEE TORRENCE
1.00 EDGEWOOD AVENUIS , NE
ATLANTA, CA 30303
BOARD CHAIR
T .-IM BENTS EN
BOARD CHAIR.. ELECT
MICHAEL Z. KAY
)00 EDGEWOOT:i AVENUE, NE
A I'LA.I\ITA ,
GA 3 0 3 0 3
77,718.
COO
KRISTEN MCCOLLUN
ATLANTA, GA 30303
ATLANTA, GA 30303
EMPLOYEE
BEN PLAN EXPENSE
CONTRIB ACCOUNT
COMPEN-SATION
PRESIDENT & CEO
ATLANTA, GA 30303
AYESHA KHANNA
STATEMENT 1.1
2.00
2.00
2.00
0.
0.
0
0.
0.
0.
0.
0.
0.
COMM. IMPACT CHAIR
2.00
STATEMENT (S) 1.0,
58--05661.9';
TA
LITAN ATLAN
OF METROPO
R
UNITED WAY
OPERTY CHAI
0.
FINANCE & PR
0.
ON
C
00
ES
2.
M
S,
Y
DR, TIMOTH
NE
OD AVENUE,
100 EDGEWO
3
A 3030
IR-- ELECT
ATLANTA, G
OPERTY CHA
0
FINANCE & PR
0.
00
2.
MSEY
L. CRAIG RA
NE
OD AVENUE,
WO
GE
100 ED
3
30
30
R
ATLANTA, GA
ANNING CHAI
0
STRAGEGIC PL
0.
00
2.
E
RK
MOLLY' B. BU
NE
OD AVENUE,
WO
GE
ED
0
10
0 3 0 3
R-ELECT
ATLANTA, GA 3
ANNING CHAI
0.
STRAGETIC PL
0.
Z
NE
ME
00
2.
O I. JI
MR. ROBERT
UE, NE
EN
AV
OD
WO
100 EDGE
. 30303
CON
ATLANTA, GA
ST CHR/NOM
0
IMMEDIATE PA
0.
00
2.
IN
D
AR
EDWARD J. H
AVENUE, NE
OD
WO
GE
ED
1.00
303
30
ATLANTA, GA
MBER
0.
AT-LARGE ME
0.
9)
'0
GE
AR
00
-L
2.
T(A
PAUL BARNES
NE
OD AVENUE,
100 EDGEWO
30303
ATLANTA, GA
BER
0
0.
AT-LARGE MEM
)
10
-'
NTO
00
UL
2.
S (F
LISA. BORDER
ENUE, NE
AV
OD
WO
GE
100 ED
3 0 3 0 3
ATLANT A, GA
BER
0
AT-LARGE MEM
0.
)
09
'
E
RG
LA
T
(A
:
00
.K
A
2.
SC
IN
MR, GUY BUD
NE
OD AVENUE,
100 EDGEWO
A 30303
ATLT.INTA, G
BER
(t ,
LARGE MEM
0.
OR EE '10) ATER
H
(C
TE
00
ET
2.
N
BUR
MR. DENN I S
NE
0,
0
0.
0.
0.
0
0.
0.
D AVENUE,
OO
100 EDGEW
30303
ATLANTA, GA
ANNA CABLIF
AVENUE, NE
100 EDGEWOOD
30303
ATLANTA, GA
BER
AT--LARGE MEM
2.00
BER
--LARGE MEM
ENRY 1.0) AT/H
N
TO
Y
LA
(C
00
2.
CHRAN
DOROTHY CO
UE, NE
EN
AV
D
OO
EW
100 EDDG
0 3 0 3
ATLANTA, GA 3
BER
AT - 1:.LARGE MEM
)
08
20
E
2.00
EW (AT-LARG
MR MI K E ESK
NE
E,
U
EN
V
A
D
O
3.00 IsDGE'WO
A 30303
G
,
TA
N
A
ATL
BER
AT 1.,ARGE MEM
0)
'1
E
G
R
00
ET` (AT--LA
MIKE GARR
NE
E,
U
EN
V
A
00
10f) 3 DGEWO
q0;30_3*
ATLANTA, GA
0.
0.
0
0
fI
0
0.
STATEMENT
(S) 1.1
UNITED WAY OF METROPOLITAN ATLANTA.
58--0566194
MR. PETER GENZ (AT-LARGE '10)
ATLANTA, GA 30303
AT-LARGE MEMBER
2.00
0
0.
0.
14A.RK HA.NEY (PAULDING 2 0 0 9 )
ATLANTA, GA 30303
AT-LARGE MEMBER
2.00
0.
0.
0
MS. PATRICIA HARRIS (LIAISON-'10)
ATLANTA, GA 30303
AT-LARGE MEMBER
2.00
0.
0.
0
MR. PHIL JACOBS (AT-LARGE '08)
ATLANTA, GA 30303
AT-LARGE MEMBER
2.00
0
0.
0
JOANNE KELLEY (DOUGLAS CO 2009)
ATLANTA, GA 30303
AT-LARGE MEMBER
2.00
0.
0.
0,
LARRY D. KEYS (AT-LARGE 2008)
ATLANTA, GA 30303
AT-LARGE MEMBER
2.00
0.
0
0
CHARLOTTE KING (AT-LARGE 2009)
ATLANTA, GA 30303
AT--LARGE MEMBER
2.00
0.
0
0.
0.
0
0,
0.
0.
0.
DR. SAMUEL T. KING (ROCKDALE '09)
AT-LARGE MEMBER
2,00
ATLANTA, GA 30303
WILLIAM K. MALONE (BUTTS CO 2008)
AT-LARGE MEMBER
2.00
JAMES A. MOTHORPE (FAYETTE '09)
ATLANTA, GA 30303
AT-LARGE MEMBER
2.00
0.
0.
0
MR. SAM OLENS (COBB CO 2008)
ATLANTA, GA 30303
AT LARGE MEMBER
2.00
0.
0
0.
0
ol
0.
0.
MR. DOUGLAS POLLEY (AT-LARGE '09)
AT-LARGE MEMBER
2.00
DR. DAVID SATCHER (AT-LARGE '10)
100 EDGEWOOI) AVENUE, NE
AT-LARGE MEMBER
2.00
0.
STATEMENT (S) 11
CITY OF ATLANTA
HUMAN SERVICES
MAYOR'S OFFICE OF
Suite 301A
818 Pollard Boulevard, SW,
Fax: 404.658.7877
Phone: 404.880.7231
Bonni Ware
Director
Kasirn Reed
Mayor
March 29, 2010
Coordinator
Ms. Crystal Moon, Housing
Paroles
State Board of Pardons and
st Tower
2 MLK Jr. Dr., Suite 458 Ea
port for United Way Re-Entry
SUBJECT: Letter of Sup
Partnership Housing Grant
Dear Ms. Moon,
Application
Metropolitan Atlanta's
application of United Way of
the
for
t
por
sup
my
s
res
exp
I am writing to
Partnership Housing Grant.
(RCOH) for the Re-Entry
ss
sne
les
me
Ho
on
ion
iss
Regional Comm
been highlighted as
anta. It is an issue that has
Atl
of
y
Cit
the
to
ant
ort
This initiative is very imp
homelessness in our
ucing recidivism and ending
red
h
bot
in
des
stri
ke
ma
one that matters as we
community.
Commission is an
eption and can attest that the
inc
its
ce
sin
OH
RC
the
ful
I have worked alongside
ord of successful and impact
oration and have a long rec
lab
col
to
ted
mit
com
are
asset to our City, They
individuals in Atlanta.
projects assisting homeless
anta's mission and
coincides with the city of Atl
ich
wh
,
tion
ora
lab
col
g
oin
We look forward to our ong
.
successful in their application
goals. We hope they are
Sincerely,
Bonni Ware
Director
Ur-ITED WAY OF METROPOLITAN ATLANTA
MS. HELEN SMITH PRICE (AT LARGE
-08)
5 8 -- 0 5 6 619 4
AT--LARGE MEMBER
]-00 EDGEWOOD AVENUE, NE
ATLANTA, OA 30303
2.00
0.
0.
0
0.
0
0.
0.
0.
0.
0.
0.
0.
792,127.
53,866.
77,718.
MR. ROBIN G. TORNOW (COWETA 2008) AT-LARGE MEMBER
2.00
ATLANTA, GA 30303
MS LYN TURKNETT (AT LARGE '20)
AT - LARGE MEMBER
ATLANTA, GA 30303
2.00
MS JEAN WALKER (GWINNETT CO 2008) AT-LARGE MEMBER
2.00
ATLANTA, GA 30303
TOTALS INCLUDED ON FORM 990, PART V--A
FORM 990
PART VIII -- RELATIONSHIP OF ACTIVITIES TO
ACCOMPLISHMENT OF EXEMPT PURPOSES
STATEMENT 12
LINE
EXPLANATION OF RELATIONSHIP OF ACTIVITIES
93A
CERTAIN UNITED WAY OWNED BUILDING SPACE IS LEASED PRIMARILY TO OTHER
NOT-FOR--PROFIT ORGANIZATIONS.
THE ACTIVITIES LISTED ENABLE UNITED WAY TO ACCOMPLISH ITS EXEMPT
PURPOSE BY: A) PROVIDING PROGRAMS THAT REFER PEOPLE WHO NEED HELP TO
APPROPRIATE SERVICE PROVIDERS IN THE COMMUNITY.
THERE IS A.24-HOUR
HOTLINE. B) TRAINING AND DEVELOPMENT FOR EMPLOYEES OF TAX EXEMPT
ORGANIZATIONS, WHICH INCREASES THE EFFECTIVENESS OF THE CHARITIES
TO PROVIDE SERVICES TO THE COMMUNITY. C) VOLUNTEER PROGRAMS
WHICH MATCH PEOPLE WHO WANT TO VOLUNTEER WITH TAX EXEMPT AGENCIES.
103A
].03B
STATEMENT(S) 11, 12
4
58-0566]_9
TLANTA
ROPOLITAN A
Y OF MET
UT:,ITED WA
STATEMENT
13
N
XPLANATIO
GENERAL E
NCES
E
R
LINE REFE
FORM AND
N/
DESCRIPTIO
FORM/LINE
FORM 990,
M SERVICE
OF PROGRA
STATEMENT
HMENTS:
ACCOMPLIS
R
IDENTIFIE
PAGE 3 ,
EFERENCE
RETURN R
PART III
STATEMENT
14
ON
XPLANATI
GENERAL E
E
CHARITABL
IVELY FOR
S
U
L
C
X
E
D
ERATE
ALL BE OP
RATION SH
O
P
R
O
LINK
C
E
H
T
RVICES TO
:
FERRAL SE
BY
E
R
O PROVIDE
ES
T
D
N
OS
E
A
L
RP
B
N
PU
S BEST A
FORMATIO
N
N
O
I
I
T
G
A
N
Z
I
I
D
N
I
GA
1) PROV
P WITH OR
ONS
EDING HEL
RGANIZATI
PEOPLE NE
ALIFIED O
U
Q
F
FUND
O
;
E
S
LP
V
N
I
PERAT
AMPAIG
THAT HE
NTO A COO
NANCIAL C
I
I
F
E
TO
P
G
O
D
N
C
E
I
S
N
T
I
I
N
A
2) UN
ONAL I
DS OBT
L OR NATI
E NET FUN
A
H
EEDS
C
T
N
O
L
G
Y
N
T
R
I
I
E
T
N
H
U
WHET
D COMMU
DISTRIB
E
T
D
N
N
E
A
M
U
L
C
A
O
E
D
PP
D ON
TE
RAISING A
IONS BASE
AND PRIVA
ORGANIZAT
N PUBLIC
E
D
E
E
W
I
T
F
E
I
B
L
A
N
QU
ERATIO
CING COOP
S;
AND ENHAN
UMAN NEED
H
SERVICES;
THE
TO MEET
OMMUNITY
C
N
I
NEEDS FOR
M
S
SERVICES
I
ESS UNMET
LUNTEER
R
O
D
V
D
A
G
N
O
I
T
T
O
ER
EMS.
3) PROM
NS TOGETH
ITY PROBL
NG CITIZE
TO COMMUN
S
N
O
I
T
4) BRINGI
U
L
SO
F FINDING
PURPOSE O
15
STATEMENT
N
XPLANATIO
GENERAL E
NCES
E
R
E
F
E
R
LINE
FORM AND
RENCE
RETURN REFE
ION/
DESCRIP'T'
R
IDENTIFIE
FORM ;L: CNE
RT 111
PAGE, 3, PA
1?ORM 990,
E
PT PURPOS
MARY EXEM
I
R
P
S
N
.
O
N
I
VISIO
ORGANIZAT
SION AND
E OUR MIS
D
U
L
C
N
I
O
T
4, 15
(S) 13, 1
STATEMENT
UJ'1;ITED WAY OF METROPOL
ITAN ATLANTA
58-0566194
GENERAL EXPLANATION
STATEMENT 16
MISSION
TO MOBILIZE THE CARING
POWER OF OUR COMMUNITY
TO HELP
ONE ANOTHER. BY MAKING
LASTING IMPROVEMENTS ON
HUMAN
CARE ISSUES.
VISION
UNITED WAY HELPS PEOPLE
FROM EVERY PART OF OUR
COMMUNITY
WORK TOGETHER ON IMPORT
ANT HUMAN CARE ISSUES
. IT IS
COMMITTED TO MAKING LAS
TING IMPROVEMENTS ON
THOSE ISSUES.
IT WORKS TO STRENGTHE
N THE EVERYDAY SUPPOR
T SYSTEMS OF
COMMUNITY LIFE -- HOW
INDIVIDUALS, FAMILIES
AND NEIGBORHOODS
WORK TO SUPPORT ONE ANO
THER -- AND IS PREPARED
TO ASSIST
PEOPLE WHEN THOSE SYS
TEMS ALONE ARE NOT SUF
FICIENT.
SCHEDULE .A
DESCRIPTION
MISCELLANEOUS
BEQUESTS
TOTAL TO SCHEDULE A,
LINE 22
OTHER INCOME
2006
AMOUNT
2005
AMOUNT
STATEMENT'
2004
AMOUNT
1.7
2003
AMOUNT
7704,000.
0.
689,081.
0.
1,104,379,
0.
'791,965.
7,508.
'704,000.
689,081.
1,104,379.
799,473..
STATEMENT(S) 16, 17
4
58-•056619
NTA
ITAN ATLA
ROPOL
AY OF MET
UNITED W
SCHEDULE
A
T
STATEMEN
TIONS
ORGANIZA
E
L
B
A
T
I
R
NONCHA
D)
ENT WITH
COLUMN (
INVOLVEM
INE 51,
L
,
I
I
V
T
PAR
18
TION
NAME
GANIZA
XEMPT OR
E
E
L
B
A
T
ONCHARI
OF N
AY
UNITED W
ING
AND SHAR
ACTIONS,
ENTS
ARRANGEM
S, TRANS
RANSFER
ION OF T
DESCRIPT
S
-2008
SIDIARIE
IN 2007ABLE SUB
Y
X
T
A
R
T
E
P
G
O
N
R
I
RD
PERATING
NED P
ION REGA
ME AND O
D WAY OW
O
E
C
T
N
I
I
N
U
INFORMAT
.
S
O
T
TION
07-2008
RELATED
ORGANIZA
TY IN 20
R
T
E
I
P
F
O
O
R
EXPENSES
R
P
P
NED
NOT-FORD WAY OW
TO OTHER
TO UNITE
D
E
T
A
L
E
R
6
6,494,68
EXPENSES
LLOWS:
O
F
S
A
E
WER
NCOME®
0
RENTAL I
-2,368,87
:
EXPENSES
G
96
N
I
,3
T
6
A
5
R
E
-7
P
O
1
ION®
DEPRECIAT
FITS®
2, 628, 277
AND BENE
RATIONS®
S
E
P
O
D
N
A
SALARIE
-902,823
S
T SERVICE
CONTRAC
®
-161,680
UTILITIES
AL LOSS®
NET RENT
T(S)
STATEMEN
Adulva4 any rut.Ny to:
î
is
î
:':,
:.
I' U 1tci
; ii. /111.111[ 0 . t,ourt;t,I III url
1•"
!1 rl,,:'•:^,
i^.: ^(I 11^!;!1!!
•(
!:
0.111 ,
l^•^^rlli .^,'
it•ili lt'^^
Do to
In ,,q,ly
irw
1
rofnr
^,•
tu:
Z's*
267
I
W -? m f amo-O Lo V"
44:7u3i 4
X0310
^ r Y?aiii
tit
lien tlemeu.
Based on information supplied, and
assuming your operations will be as stat
ed
in your application for recognition of
exculpti.on, we have determined you
are
exuittpt front NGderal income Lax unde
r section '501(c)(3) of the 1.nte'rs^cil
Revenue
Code.
We have further determined you can
reasonably be expected to be an organiza
tion of the type described in sections
170(b) (1) (A) (vi) and 5090)(1).
Accordingly, for your first two tax
years, you will be treated as an orga
nization which is not a private foundati
on,
At the end of your first two tax
years, however, you must establis
h with the
Internal Revetue Service that for
such two years you were in fact an
organ:Lzation of the type described in
section 170(b)(l)(A)(vi). If you
establish
this fact with the Service, you will
be classified as a section 509(a)
(1)
organization for all purposes begi
nning with the first day of your
thir
d tax
year and you r.:ust normally meet
the requirements of section 170(b)(I
)(A)
(vi)
thereafter,
If, however, you do not meet the
requirements of section
170(b) (l) (A) (t. i) for your firs
t two tax years, you will be classifi
ed as a
private foundation as of the firs
t day of your third tax year. l?ur
therjnore,
you will be treated as a private
foundation as of the first day of
your
first tax year for purposes of sect
ions 507(d) and 4940.
Grantors and donors may rely on
the determination that you are not
a private
foundation fog your first two tax year
s, unless notice that you will no
longer be tre<.ted as a section 509(
a)(1) organization is published in
the
Internal Revel ue Bulletin. Howe
ver, a grantor or donor may not
rely on such
determination if he was in part
responsible far, or was aware of,
the act or
failure to act that resulted in
your lose of section 509(a)(1) stat
us, or
acquired knowledge that the Inte
rnal Revenue Service had given noti
ce that
you would be t,enoved from classifi
cation as a section 509(a)(l) orga
nization,
SE DIR A FORM AUD-195 (Rev. 5- 72
;. tra,
u file a waiver
ICA) taxes unless yo
(F
y
rit
cu
se
l
cia
so
r
e fo
^rttr;(.tntt.i.crrt ;
You are not 1iaabh
Ft..deral. Insurance Ct
the
in
ed
vid
pro
as
:c
i c:tl
ral Unemploymutit',
u1 c x^ mi t:i.t,sr curt i.l`.
pos Ocl under the Fede
ini
err
tax
the
for
.t:
You irrc nut I.irtl,l
Act.
t
Tax Ac (FU'lA) .
bjc:ct to the excise
undations are not str
fo
tt
ato
iv
pr
t
no
are
omat::Lca1.ly oxcat;(
Organizations that
vc:r, you arc: noC a nC
we
Ito
.
de
Co
the
of
i2
taxes under C(utltter
excise taxes .
from other Federal
of the Code
ci in section 1.70
ce
vid
pro
its
u
yo
to
3
o
coot:1'ibut:i-on
u or for your use ;fr
Donor:; may cIcctuct•
nsi:ors, or gifts to yo
tra
s,
re
.S
vi
de
,
icv
Bequests, legac
d 2522 of the Code.
ctions 2055, 2106, an
se
r
de
un
e
bl
cti
du
de
of opera-•
aracter, or method
ch
,
es
os
rp
pu
ur
yo
ct of Lite
pport, or
can consider the effe
If your sources of su
we
so
ow
kn
us
let
u must
s in your name
ti.on is changed, yo
rm us of all change
fo
in
t
tes
tri
u
yo
,
so
s. Al
change an your statu
.
s
or addres
$5,000, you are
normally more than
e
ar
ar
ye
ch
ea
ts
ip
From Income Tax, by
If your gross rece
Organization Exempt
of
n
tur
g period.
Re
0,
99
rm
ur annual accountin
yo
of
required to file No
d
en
e
th
ter
af
for fai.tui-c
fifth month
maximum of $5,000,
a
the 15th day of the
to
up
y,
da
a
0
$1
nalty of
Thu law imposes a pe
e.
tim
on
rn
to file a retu
u are subject
tax returns unless yo
e
m
co
in
l
you
ra
de
Fe
e
d to fil
of the Code. If
You are not require
der section 511
un
e
m
co
in
s
T.
es
0sin
99
rm
ed bu
me tax return on Fo
to the tax on unrelat
u must file an inco
yo
,
t or proposed
en
tax
es
is
pr
th
ur
to
t
yo
ec
are subj
ether any of
wh
g
in
in
m
ter
de
t
no
ction 513 of the
In this letter we are
ess as defined in se
sin
bu
or
.
de
tra
d
te
activities are unrela
Code.
.
u have no employees
on number even if yo
a
ati
n,
fic
tio
nti
ica
ide
pl
r
ap
ye
ur
plo
tered on yo
en
t
You need an em
no
s
wa
r
be
m
nu
e
ease us that
tification
be advised of it. Pl
ll
If an'employer ioan
wi
u
yo
d
an
u
yo
Internal
igned to
spondence with the
rre
number will be a.,r3
co
all
in
d
an
e
fil
rns you
number on all retu
.
ce
Revenue Servi
per anent records.
ation letter in your
in
rm
te
de
is
th
ep
Please ke
Sincerely yours,
on Specialist
Exempt Organizati
Utag
W3 Atoms M uez , 8a
at
So bas*d ca ev ide=o th
at
st
+
tul
Z. ths Temeipt MIA du
'
I MWbW 984
1 M4 by e
L"W46
)
D-195 (Rev.. 5--72
SE AIR A FORM AU
Addru,a nny roply to:
P C). tk>x 73?, Atirrnta, Guar},;r.1
J0.10 I
^?}^
(;Q^rîtr ôCn^
rru{^
(!L)tf t4t[l :? `l^^r<<y< ;c«
Internal Revenue 5tar
2ikke
Uatu:
-4R4--15
I
Out, Letter Dated:
Con Ueracn
Irt ruply ro(ur to:
411-12 GAL,.61
United Way of Metropoli
tan Atlanta,
Inc.
167 Walton Street, N.W
.
Atlanta, Ga. 30303
August 29, 1972
This modifies our let
ter of the above dat
e in which we stated
you would b.) treate
that
d as an organization
which is not a privat
foundation until the
e
expiration of your
advance ruling period
.
Based on the inform
ation you submitted
, we have determine
are not a private fou
d that you
ndation within the
meaning of section
Internal Revenue Cod
509(a) of the
e, because / you are
an organization of
described is sectio
the type
n 1?Q(b)( )(A)(y7
),
Grantors and contri
butors may rely on
this determination
Internal Rovenuu Sor
until the
vico publishes notice
to the contrary. How
grantor or a contri
ever, a
butor may not rely
on this determinatio
part responsible for
n if he was in
, or was aware of,
the act or failure
resulted in your los
to act that
s of section
knowledge that the
status, or acquired
Internal Revenue Ser
vice had given notice
would be removed fro
that you
m classification as
a section
organization.
Sincerely yours,
Lv,
r W Is"Q-{- --
Exempt Organization Spe
cialist
404-526-4516
Form L-399 (4-73)
Control No: Hbutsroo PM
10 08:19
Fil
Date ed: 03131 /20
Brian P. Kemp
te
Secretary of Sta
IA
STATE OF GEORG
n
Annual Registratio
2010 Corporation
ARY OF STATE
OFFICE OF SECRET n Filings
Annual Registratio
P.O. Box 23038
2-3038
bus, Georgia 3190
e
Chauncey Newsom
Director
Colum
10
cord as of: 3/31120
information on re
: $55.00
R April 1, 2010
Amount Due AFTE
0
Amount Due: $30.0
. H508765
Entity Control No
ATLANTA, INC.
METROPOLITAN
UNITED WAY OF
AVE NE
100 EDGEWOOD
3
30
Atlanta GA, 30
due for
istration. Amount
to file an annual reg al reflects amount(s)
ed
uir
req
is
te
Sta
0, the tot
cretary of
with the Office of Se nual fee is $30. If amount is more than $3
by April 1,
y registered or filed
must be postmarked
An
n
tit
tio
m.
en
tra
for
ess
e
gis
sin
nc
Re
bu
itta
al
ch
nu
rem
Ea
An
the
ur
on
Yo
.
.
fee
low
10
be
20
lty
d
1,
na
an
ril
above
e filing pe
w by Ap
this entity is indicated
assessed a $25.00 lat
le late fee(s). Rene
1, 2010, you will be
ar(s) and any applicab
ril
ye
Ap
us
by
vio
ed
pre
. The
ark
m
stm
fro
e
po
du
not
orgiacorporations.ora
ion and payment are
credit card at www,ge
e filings only.
a
lin
th
on
wi
e
for
2010. If your registrat
lin
o
on
log
n
tio
Annual Registra
with the Visa or MC We cannot accept cash
ur
rds
yo
Ca
file
bit
to
u
De
yo
M/
ite
AT
we inv
press and
For faster processing,
scover, American Ex
check or money order.
accepts Visa, MC, Di
check, certified bank
a
ion
th
vis
wi
t
Di
s
en
ion
ym
rat
pa
e
rpo
Co
requir
not processed online
"Secretary of
Annual Registrations
ney order payable to
e with a check or mo
. Absolutely,
nc
ng
itta
fili
rem
ur
s
yo
thi
for payment.
of
for
n
by our offices
the bottom portio
ed
g
pt
ttin
ce
mi
ac
filing.
sub
be
ur
by
to
yo
r
in
de
istration
ess in or
ssibly reject
You may mail your reg t be pre-printed with a complete addr
lines will delay or po t could result in a civil suit filed
ide
gu
ese
th
to
us
re
m
he
pted. Failure to ad F charge. Failure to honor your paymen
State". All checks
le 14,
r checks will be acce
0 NS
A. § 13-6-15 and Tit
no counter or starte red by your bank are subject to a $30.0
of State. [See O.C.G.
y
tar
cre
Se
the
no
by
ho
d
Checks that are dis
nistratively Dissolve
ur entity may be Admi
ct and
against you and/or yo
istered office." If corre
verify "county of reg
line, even if the
ase
ch
Ple
ea
.
e
low
let
be
mp
ted
respectively.]
Co
lis
it.
and subm
rrently of record is
ter changes as needed
Agent information cu
rporation.
with payment. Or, en
co
urn
the
Officer, address and
ret
of
d
y
an
tar
n,
cre
sig
Se
,
il drop or
ttom portion
cial Officer, and
an
Fin
ief
Ch
er,
d personally. A ma
complete, detach bo
fic
Of
ief Executive
agent may be serve
rs'
Ch
e
ice
as
th
s
e
off
ve
d
er
ser
an
wh
al
du
gia
ice
or
ivi
off
l
same ind
ed for principa
eet address in Ge
us
str
a
be
y
be
st
ma
s
mu
xe
Bo
ess
.
. P.O
ent addr
for registered office
Note: Registered Ag
mits an
mply with Georgia law
co
t
no
es
do
who signs a document sub
x
Bo
.
P.O
. Additionally, a personretary of State for filing shall be
ng)
fili
ine
onl
g
din
clu
(in
Sec
n
addresses.
1
ument be delivered to the
y sign and file registratio
. fO.C.G.A. § 14-2-129.
h the intent that the doc
by the entity to do so ma
Any person authorizedshe knows is false in any material respect witished to the highest degree permissible by law
or
pun
he
to file online, visit
thereof, shall be
electronic filing
nual Registrations or
r and, upon conviction
An
ano
me
on
sde
on
mi
ati
a
of
orm
lty
inf
gui
. For more
and applicable fee(s)
ent.
the original form below
PRINT LEGIBLY.
LY
SE
ON
EA
return with paym
PL
urn
.
......................
ret
and
17
ase
-28
upon
Ple
co....
nal....
h origi
............................TE
Or, call 404-656
.
....
tac
org
De
....
.
ns.
ed
tio
ed
ZIP
ora
ne
....
orp
as
....
iac
te
....
STA
d upda
ww.ww.georg
w an....
................
Revie
CITY
low.....
ed be
.... ....................
print
....
n
....
tio
30303
ma
....
or
....
inf
nt
GA
....
rre
....
Cu
ADDRESS
........................
Atlanta
............................ ME
30303
GA
E NE
CORPORATION NA
NTA, INC.
TROPOLITAN ATLA
UNITED WAY OF ME
CFO:
Milton Little, Jr.
MARK SUTTON
SEC
MARK SUTTON
AGT
Little, Milton
CEO:
CORPOR
IF
100 EDGEWOOD AV
ATLANTA
ENE
100 EDGEWOOD AV
ATLANTA
ENE
100 EDGEWOOD AV
ATLANTA
ENE
100 EDGEWOOD AV
Atlanta
e
BELOW:
100 Edgewood Avenu
NS
TIO
EC
RR
INT CO
ANGES, TYPE OR PR
CH
S
HA
ION
MAT
ABOVE INFOR
30303
GA
30303
GA
30303
ATION ADDRESS:
CEO:
CFO:
GA
SEC:
ISTERED
EPTABLE FOR REG
P. D. BOX NOT ACC
ESS
AGENTS ADDR
AGT:
N THIS FORM
AUTHORIZED TO SIG
I CERTIFY THAT I AM MATION IS TRUE AND CORRECT.
OR
AND THAT THE INF
an Atlanta
ited Way of Metropolit
TURE: Un
AUTHORIZED SIGNA
TERED
COUNTY OF REGIS
OFFICE:
Fulton
COUNTY CHANGE
OR CORRECTION:
Total Due:
DATE:
TITLE:
GA
EMAIL:
3/3112010
ayatlanta.org
kmccollum@unitedvi
Filer
tion
tion Annual Registra
08201 2010 Corpora
9 055004
POLI3 20100401
OFt1ETRO
004 UNITEDbJAY
30
00
3
5%
76
08
108 H5
$30.00
United Way's Regional Commiss
ion on Homelessness 10-11 Budg
Supportive Housing
et
$368,950
Transitional Housing
$730,000
Outreach and Assessment, Gatew
ay
Employment
$1,562,000
$50,000
Reunification
$30,000
Housing First
$1,700,000
Case Management
$180,000
PATH Team
$249,000
RCOH Administration
$199,390
RCOH Operations (meetings, ren
t, phone, IT, interns)
TOTAL
$100,610
$5,169,950
Source of Funds
United Way
$3,000,950
Georgia DBHDD
$249,000
Private Foundations
$1,860,000
Fulton County .
$30,000
Cobb County
*The PATH Team has 4 members
working in different locations
*The RCOH Team had 4 staff mem
bers and 2 interns
$30,000
on Homelessness
Regional Commission
n Atlanta
United Way of Metropolita
N.E.
100 Edgewood Avenue,
e-entry Report
Fulton County R
ission on
e Regional Comm
th
to
ce
pattern
an
rt
po
im
forts to break the
g issue of
ef
sin
e
ri
th
a
g
is
in
ng
nd
ni
pa
an
ex
pl
tions,
y is
Discharge
ties, Fulton Count
partment of correc
un
de
,
co
ns
r
iso
he
ot
pr
,
ke
ils
Li
ja
s.
Homelessnes
ing in and out of
agement.
ess individuals cycl
el
m
ho
lly
ca
ing with case man
ni
us
ro
ho
in
of ch
em
th
g
in
courts by plac
ration
and mental health
d several demonst
te
ar
st
n
io
iss
m
om
hance
eC
e federal Second C
Fulton County, th
th
om
ith
w
fr
t
e
or
nc
pp
ha
su
en
0
ill
With $30,00
ese efforts w
John Eaves.
other funding. Th
mission Chairman
om
C
of
ip
sh
er
ad
projects leveraging
le
e programs
the
lton County under
about continuing th
d
Fu
ze
to
gi
d
er
de
en
ar
n
ai
aw
m
ct
A
and re
off to a great start
Many of them are
.
t of the county
through the suppor
cling in
eless individuals cy
m
ho
50
d
te
sis
as
ain
rs
those assisted rem
llaborating partne
of
co
t
d
en
an
rc
n
pe
io
0)
iss
(8
m
ty
om
Corporation
In 2010, the C
lton County. Eigh
600,000 a year (see
, and courts in Fu
$
ns
s
er
iso
ay
pr
,
xp
ils
ta
ja
s
t
ve
ou
sa
y
sness in the
and
vism and homeles
hich approximatel
w
di
ci
il
ja
re
of
in
t
se
ou
ea
d
cr
an
de
housed
nificant
sing). This is a sig
for Supportive Hou
clients served.
Our Success
esha Brown
Success Story: K
ch
rced regular chur
mother who enfo
r
he
went
by
ha
d
es
K
ise
e.
ra
m
as
Kesha w
job and inco
a
of
ce
an
rt
po
e im
at was better than
attendance and th
d a life at home th
ha
d
an
handle
,
ol
ho
sc
e
to privat
d she was ready to
an
st
va
e
er
w
es
e.
uniti
ggle in Kesha's lif
most. Her opport
ion became a stru
ct
di
ad
an
til
un
anything
problem. Crack
the start of her drug
as
w
od
dn't
ho
or
hb
ig
hborhood and it di
Kesha's ne
ig
ne
r
he
in
ce
oi
ch
ug of
cocaine was the dr
become addicted.
to
r
he
r
fo
take long
years that
. During the two
06
20
in
s
es
el
m
e ho
d alone.
d she felt cold an
Kesha first becam
an
ed
dl
in
dw
ith
ter
her fa
in hospital and la
she was homeless,
abuse landed her
l
ho
co
al
d
an
ug
Kesha's dr
court.
t to Choice
n County Drug Cour arned how to
lto
Fu
by
ed
rr
fe
Kesha was re
diction and le
e combated her ad oyed and lives in her
sh
e,
er
Th
g.
sin
ou
H
empl
Today, Kesha is
rs with
live a healthier life.
actively voluntee
e
Sh
n.
re
ild
ch
r
he
ith
w
d I am so
own apartment
life has meaning, an
y
m
,
le
ab
rt
fo
m
co
Open Hand. "I'm
esha.
stress free," says K
.org
unitedwayatlanta
Visit us online at
-1
2-1
l
p, dia
To find or give hel
er
Highlighting a Partn
s helping homeless
partner geared toward
ity
un
m
m
co
ay
W
d
try programs that
nce is a Unite
using has several reen
Ho
ce
Choice Housing Allia
oi
Ch
.
on
cti
di
unty.
and alcohol ad
d prisons in Fulton Co
an
ls
jai
m
women battling drug
fro
ty
cie
so
duals returning to
assist homeless indivi
iance Outcomes
Choice Housing All
ned to Drug
Transitioned to Retur
Court
Other Supportive
Housing
Reunited With
Family
Current in
Program
Permanent
Housing
al for one day costs
pporting an individu
su
at
th
d
un
fo
g
in
a
r Supportive Hous
oximately $25,000
The Corporation fo
costs tax payers appr
ich
wh
l,
jai
in
y or
0
da
$7
a
d
0
out $3
in prison an
using would cost ab
ho
e
approximately $60
tiv
or
pp
su
in
al
Supportive Housing
t the same individu
Source: Corporation for
year. However, to pu
$10,000 a year.
s
Collaborating Agencie
Project Name
Project
Fulton County Reentry
Fulton County Office
r,
of the Public Defende
t Organization, Inc.
Veterans Empowermen
using Alliance
(VEO), and Choice Ho
lvation
l Health Court and Sa
se Program
Fulton County Relea
ative
Coming Home Initi
Fulton County Menta
Army
City of Atlanta DOC
and Choice Housing
Alliance
oice
ion
arole and Ch
Metro State Pardons &P
Housing Alliance
Reentry Partnersh
ip Housing
DCA Pardons & Paro
Alliance
urt Project
Fulton County Drug Co
Fulton County Drug Co
Alliance
Metro State Transit
ing
le and Choice Hous
urt and Choice Housing

^` = 3 Agenda Item Summary: Item #11-0268

Transcription

Similar documents

Flier - Triland Realty Partners, LLC

June 2014 - Weddings

Where to Eat in Atlanta

buckhead tour of homes - Special Olympics Georgia

buckhead tour of homes - Special Olympics Georgia

city place

Dr. Rae Featured on V103 Atlanta Up Close

The Outlet Shoppes at Atlanta

full bio - J4J Music Ministries

10/28/2009 - Decatur Rotary Club