HENDERSON COUNTY UNITED WAY INC: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
HENDERSON COUNTY UNITED WAY INC (EIN 56-0890133)
Tax period
2023-07-01 to 2024-06-30
Filed
2025-03-27
IRS object ID
202510869349300306
Schema version
2023v6.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2025-03-27T07:02:02-05:00ReturnTs
Tax Period End2024-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN061667465PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Prager Metis CPAs PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line132 Orange StreetAddressLine1Txt
CityAshevilleCityNm
State AbbreviationNCStateAbbreviationCd
ZIP28801ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN560890133EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Henderson County United Way IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHENDBusinessNameControlTxt
Phone8286921636PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO Box 487AddressLine1Txt
CityHendersonvilleCityNm
State AbbreviationNCStateAbbreviationCd
ZIP287930487ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKat CarltonPersonNm
Person TitleExecutive DirectorPersonTitleTxt
Phone8286921636PhoneNum
Signature2025-03-26SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCrystal GoldsmithPreparerPersonNm
PTINP01286671PTIN
Phone8282813161PhoneNum
Preparation2025-03-26PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

FieldValueIRS element (for citing)
Business Name Line1United Way of Henderson CountyBusinessNameLine1Txt
FieldValueIRS element (for citing)
Principal OfficerKat CarltonPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO Box 487AddressLine1Txt
CityHendersonvilleCityNm
State AbbreviationNCStateAbbreviationCd
ZIP287930487ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,410,763GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addressliveunitedhc.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1953FormationYr
Legal Domicile StateNCLegalDomicileStateCd
Activity Or MissionImprove the lives of Henderson County residents.ActivityOrMissionDesc
Voting Members Governing Body21VotingMembersGoverningBodyCnt
Voting Members Independent21VotingMembersIndependentCnt
Total Employee8TotalEmployeeCnt
Total Volunteers1034TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,267,254PYContributionsGrantsAmt
CY Contributions Grants$1,352,359CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$19,075PYInvestmentIncomeAmt
CY Investment Income$58,319CYInvestmentIncomeAmt
PY Other Revenue$1,050PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$1,287,379PYTotalRevenueAmt
CY Total Revenue$1,410,678CYTotalRevenueAmt
PY Grants And Similar Paid$625,182PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$559,514CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$513,305PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$604,537CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$122,688CYTotalFundraisingExpenseAmt
PY Other Expenses$334,342PYOtherExpensesAmt
CY Other Expenses$305,642CYOtherExpensesAmt
PY Total Expenses$1,472,829PYTotalExpensesAmt
CY Total Expenses$1,469,693CYTotalExpensesAmt
PY Revenues Less Expenses-$185,450PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$59,015CYRevenuesLessExpensesAmt
Total Assets BOY$1,787,138TotalAssetsBOYAmt
Total Assets EOY$1,623,517TotalAssetsEOYAmt
Total Liabilities BOY$623,355TotalLiabilitiesBOYAmt
Total Liabilities EOY$507,509TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,163,783NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,116,008NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTo organize and mobilize community resources to improve lives of Henderson County residents.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$1,203,794ExpenseAmt
Grant$559,514GrantAmt
DescUnited Way of Henderson County (UWHC) has organized and mobilized community resources to improve the lives of Henderson County residents since 1953. UWHC brings together partners from businesses, education, government, faith-based, and nonprofit organizations to work toward common goals, resulting in a better-quality life for all.United Way of Henderson County supports everyone in Henderson County. From Etowah to Edneyville, and Mills River to Zirconia, we create relationships and collaborations with nonprofits throughout our County that align with our core impact areas of health, education, financial stability and basic needs. Throughout our history, UWHC has not only been a funder, but a community leader, convening conversations on key issues and supporting a growing network of essential nonprofits who are working together to support our community. UWHC serves as a critical backbone organization in our local community, and we have a "bird's eye view" of the most pressing concerns in our area and the partners who are collaborating to meet those challenges. We are proud of our partnerships and the collaborations, as well as the many ways that we are able to provide essential resources and volunteer services throughout our community.United Way of Henderson County (UWHC) is in its tenth year of Henderson County 2025, a ten-year plan to 1) increase kindergarten readiness and support school success for underserved children; 2) improve economic self-sufficiency and increase access to affordable housing; 3) improve physical activity and nutrition among residents, and encourage healthy youth behaviors. The goal is to make steady advances by creating solutions that lead to lasting change. UWHC's cash investment to assist the community during the 2023-24 fiscal year is over $1.2 million. It not only includes allocations to 26 local partner agencies, but also direct-pay designations from donors to community agencies, strategic initiatives, volunteer initiatives, United Way community impact work and sponsored programs such as 2-1-1, Women United, Small Business League and Rising Leaders. However, United Way also leverages additional community support in the form of other community assistance and savings (people receiving assistance from the Emergency Food and Shelter Program, prescription savings through Singlecare and the value of volunteer hours in strategic initiatives, etc.) Adding the value of this additional community support puts United Way's total community impact at over $1.82 million. This means we put over a dollar of impact value back out into the community for every dollar we raise. See details in the paragraphs below.As mentioned above, UWHC also provided high-impact services and savings to people in Henderson County. Singlecare prescription discount cards helped local residents save a total of $146,182. NC 2-1-1, United Way's information and referral helpline, was a critically important resource and made 1,121 referrals last year to Henderson County residents, directing them to resources including food, shelter, health care or help paying mortgage, rent or utility bills. Volunteers are also a tremendous non-cash asset. UWHC had the help of over 1,034 volunteers, providing over 5,677 volunteer hours, valued at over $180,000 during 2023-24 to help improve the community. UWHC hosted two community-wide volunteer events, Days of Action and Days of Caring. More than 278 community volunteers came together to work on service projects at 22 Henderson County schools as part of Days of Action 2023. Days of Caring 2024 brought more than 265 volunteers out to complete 31 projects at 24 nonprofit agencies, including assisting with the NALC Letter Carriers Food Drive, which collected over 36,000 pounds of food for local food pantries.Women United (WU), a Leadership Giving Affinity Group, had a busy eighth year. During the 2023-2024 year, there were 83 members. These women continued to support Girls EMpowered (GEM), a weekly afterschool program designed to increase confidence and school success for girls in fifth and eighth grades. GEM began in 2017 at Upward Elementary School and quickly expanded to Hillandale Elementary School and Hendersonville Middle School. United Way of Henderson County and Women United launched an ambitious 3-year expansion and will ultimately serve 12 locations and up to 900 girls by the end of the expansion period. Throughout the 2023-2024 school year and summer break, GEM served 62 girls in 3 elementary schools, 1 middle school, and the Boys & Girls Club of Henderson County. WU members served as guest speakers, volunteers, mentors, and chaperones. The GEM girls received educational presentations from a variety of women professionals, enjoyed women leadership tours , and received self-care kits and backpacks filled with school supplies. Women United members also donated $256 worth of feminine hygiene supplies to Project Dignity, 164 books to children in foster care, and $12,500-worth of holiday gifts for 50 children in Henderson County. WU members nominated programs that align with WU's focus area of supporting the education and self-sufficiency of women and children in Henderson County. WU members then voted for three $1,000 mini-grant awardees. The 2024 winners were Smart Start Partnership for Children to help address the childcare crisis in Henderson County; teachers at Fletcher and Glenn Marlow Elementary Schools for the GLOW/Shine! programs that inspired WU's GEM program; and Hope Coalition to support the new Youth Connections Center in Henderson County. Our strategic direction is guided by our 2023-28 Strategic Plan. The plan focuses on 4 bold goals relating to community impact, resource development, community engagement and education, and organizational capacity, while ensuring that we build capacity and embed equity throughout our organization. Small businesses play a critical role in maintaining our thriving local economy and are an important part of our work. Our Small Business League is comprised of 14 local small business who give back to their community through United Way and a special League voted initiative each year. In 2023 the League directed this funding to the Safelight's Job Training Program, which supports survivors of interpersonal violence.UWHC received and used gifts in-kind valued at over $361,000. This covered donated items, printing, supplies, and various media resources such as newspaper and radio. Additionally, UWHC secured corporate sponsorships totaling $73,400 which help cover the cost of campaign, events and operational items. This means that more dollars from donors go directly to programs and services to those in need. We not only provided over $380,000 in grants to local nonprofit agencies, but we also raised an additional $177,000 in donor designations that passed directly to the recipient agencies chosen by those donors. United Way works hard to leverage all types of support- financial, in-kind, and volunteer- to ensure that our community receives the maximum benefit. Our core mission support covering our Management and General expenses has a 3-year average of around 10%. When accounting for cash, plus non-cash value of in-kind and volunteer hours, UWHC puts over a dollar of value back into the community for every dollar raised. Now in its 14th year, the Rising Leaders initiative is a UWHC Program designed to develop the next generation of community leaders and board members for Henderson County non-profit organizations. In 2023-24, twenty-one Rising Leaders completed the program, and many have been recruited to serve on local boards. Born Learning Trail is an education activity program. It promotes learning in a fun and interactive way while boosting language, reading, problem solving and critical thinking skills. It offers families a place to be active, elevate awareness of early childhood education and be a visible symbol of the community's commitment to young children. UWHC supports two Born Learning Trails, one on the Ochlawaha Greenway, a popular walking and bicycling trail for local families, and our original Born Learning Trail at Mills River Park, which received an update to all learning spaces and new signs, including the addition of Spanish language signs.UWHC also convenes community conversations on important issues. In 2023-24, we introduced EveryDay Strong, a program that equips caring adults with training and tools to support the mental health and wellness of children aged 8 to 18. Utilizing a train the trainer model, this program is now being used by Big Brothers Big Sisters of WNC as a resource for their Bigs.Desc
Total Program Service Expenses$1,203,794TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document9IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee8EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Form8899 Filedind0Form8899Filedind
Form1098 C Filed0Form1098CFiledInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members21GoverningBodyVotingMembersCnt
Independent Voting Member21IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Own WebsiteYes (X)OwnWebsiteInd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Robin MorganBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8286921636PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1722 5th Avenue WestAddressLine1Txt
CityHendersonvilleCityNm
State AbbreviationNCStateAbbreviationCd
ZIP28739ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
Bartley Kyle
Stratigic Planning C2.00Yes (X)$0$0$0
Brown Tae
Board Member1.00Yes (X)$0$0$0
Bunch Kristen
Board Member1.00Yes (X)$0$0$0
Canning Joe
Board Member1.00Yes (X)$0$0$0
Carpenter Pauline
Board Member1.00Yes (X)$0$0$0
Garrett Mark
Board Member1.00Yes (X)$0$0$0
Gould Debi
Board Member1.00Yes (X)$0$0$0
Guido Nubia
Board Member1.00Yes (X)$0$0$0
Holloway Lew
Past Chair1.00Yes (X)$0$0$0
Holt Amy Lynn
Board Member1.00Yes (X)$0$0$0
Lee Tamara
Board Member1.00Yes (X)$0$0$0
Murrill Tom
Board Member1.00Yes (X)$0$0$0
Nudd Brandon
Board Member1.00Yes (X)$0$0$0
Reynolds Micelle
Board Member1.00Yes (X)$0$0$0
Rushing Trina
Board Member1.00Yes (X)$0$0$0
Todd Kevin
Board Member1.00Yes (X)$0$0$0
Tracz Michelle
Treasurer2.00Yes (X)$0$0$0Yes (X)
Wilkerson Brenda
Board Member1.00Yes (X)$0$0$0
Long Denise
Executive Director38.00$91,684$0$12,667Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$91,684TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$12,667TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Government Grants$10,000GovernmentGrantsAmt
All Other Contributions$1,342,359AllOtherContributionsAmt
Total Contributions$1,352,359TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,403TotalRevenueColumnAmt
Exclusion$5,403ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$53,001SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$0SecuritiesAmt
Other$85OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$53,001SecuritiesAmt
Other-$85OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$52,916TotalRevenueColumnAmt
Exclusion$52,916ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,410,678TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$58,319ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$559,514TotalAmt
Program Services$559,514ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$91,684TotalAmt
Program Services$64,503ProgramServicesAmt
Management And General$12,355ManagementAndGeneralAmt
Fundraising$14,826FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$389,551TotalAmt
Program Services$274,064ProgramServicesAmt
Management And General$52,494ManagementAndGeneralAmt
Fundraising$62,993FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$87,295TotalAmt
Program Services$58,488ProgramServicesAmt
Management And General$13,094ManagementAndGeneralAmt
Fundraising$15,713FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$36,007TotalAmt
Program Services$24,125ProgramServicesAmt
Management And General$5,401ManagementAndGeneralAmt
Fundraising$6,481FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$20,064TotalAmt
Program Services$7,022ProgramServicesAmt
Management And General$13,042ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$2,763TotalAmt
Program Services$967ProgramServicesAmt
Management And General$1,796ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$14,503TotalAmt
Program Services$9,717ProgramServicesAmt
Management And General$2,175ManagementAndGeneralAmt
Fundraising$2,611FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$10,633TotalAmt
Program Services$10,262ProgramServicesAmt
Management And General$168ManagementAndGeneralAmt
Fundraising$203FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$5,950TotalAmt
Management And General$5,950ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$830TotalAmt
Program Services$556ProgramServicesAmt
Management And General$125ManagementAndGeneralAmt
Fundraising$149FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$2,669TotalAmt
Program Services$2,031ProgramServicesAmt
Management And General$290ManagementAndGeneralAmt
Fundraising$348FundraisingAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$17,228TotalAmt
Program Services$17,228ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$18,139TotalAmt
Program Services$12,153ProgramServicesAmt
Management And General$2,721ManagementAndGeneralAmt
Fundraising$3,265FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$13,924TotalAmt
Program Services$9,329ProgramServicesAmt
Management And General$2,089ManagementAndGeneralAmt
Fundraising$2,506FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
Supplies$112,889$102,239$4,841$5,809
Board/staff development$30,274$27,556$1,181$1,537
Miscellaneous$15,809$15,809
Repairs and maintenance$11,118$7,449$1,668$2,001

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$28,849TotalAmt
Program Services$16,591ProgramServicesAmt
Management And General$8,012ManagementAndGeneralAmt
Fundraising$4,246FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,469,693TotalAmt
Program Services$1,203,794ProgramServicesAmt
Management And General$143,211ManagementAndGeneralAmt
Fundraising$122,688FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$25,901BOYAmt
EOY$19,808EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$529,477BOYAmt
EOY$416,256EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$398,397BOYAmt
EOY$324,938EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$101,968BOYAmt
EOY$96,432EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$8,438BOYAmt
EOY$8,612EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$474,869LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$314,761LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$161,697BOYAmt
EOY$160,108EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$561,260BOYAmt
EOY$597,363EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,787,138BOYAmt
EOY$1,623,517EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$25,618BOYAmt
EOY$30,722EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$573,764BOYAmt
EOY$458,155EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$23,973BOYAmt
EOY$18,632EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$623,355BOYAmt
EOY$507,509EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,163,783BOYAmt
EOY$1,060,270EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
EOY$55,738EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,163,783BOYAmt
EOY$1,116,008EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,787,138BOYAmt
EOY$1,623,517EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$59,015ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$11,171NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$69OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,985,069CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,846,433CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,498,468CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,267,254CurrentTaxYearMinus1YearAmt
Current Tax Year$1,352,359CurrentTaxYearAmt
Total$7,949,583TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,985,069CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,846,433CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,498,468CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,267,254CurrentTaxYearMinus1YearAmt
Current Tax Year$1,352,359CurrentTaxYearAmt
Total$7,949,583TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$7,949,583PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$32,880CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$35,017CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$27,859CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$4,573CurrentTaxYearMinus1YearAmt
Current Tax Year$5,403CurrentTaxYearAmt
Total$105,732TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$7,920CurrentTaxYearMinus2YearsAmt
Total$7,920TotalAmt
FieldValueIRS element (for citing)
Total Support$8,063,235TotalSupportAmt
Public Support CY1700.98590PublicSupportCY170Pct
Public Support PY1700.98250PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$328,605OtherCostOrOtherBasisAmt
Depreciation$220,018DepreciationAmt
Book Value$108,587BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$146,264OtherCostOrOtherBasisAmt
Depreciation$94,743DepreciationAmt
Book Value$51,521BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$160,108TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (3 entries)

DescDescBook ValueBookValueAmt
Assets held by others$516,783
Life insurance cash surrender value$61,948
Operating lease right of use assets$18,632
FieldValueIRS element (for citing)
Total Book Value Other Assets$597,363TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescOperating lease liabilityDesc
Amt$18,632Amt
FieldValueIRS element (for citing)
Total Liability$18,632TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$1,606,415TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$11,171NetUnrealizedGainsInvstAmt
Other Revenue$361,258OtherRevenueAmt
Revenue Not Reported$372,429RevenueNotReportedAmt
Revenue Subtotal$1,233,986RevenueSubtotalAmt
Other Revenues Not Included$176,692OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$176,692RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$1,410,678TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$1,654,190TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$361,189OtherExpensesIncludedAmt
Expenses Not Reported$361,189ExpensesNotReportedAmt
Expenses Subtotal$1,293,001ExpensesSubtotalAmt
Other Expenses Not Included$176,692OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$176,692ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$1,469,693TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part X, Line 2:FASB ASC 740, "Accounting for Uncertainty in Income Taxes" clarified the accounting for the recognition and measurement of uncertainties in income taxes recognized in an entity's financial statements and prescribes a threshold of more likely-than-not for recognition of tax positions taken or expected to be taken in a tax return. The United Way's policy is to evaluate the likelihood that its uncertain tax positions will prevail upon examination based on the extent to which those positions have substantial support within the Internal Revenue Code and Regulations, Revenue Rulings, court decisions and other evidence.
Part XI, Line 2d - Other Adjustments:In kind contributions 361,258.
Part XI, Line 4b - Other Adjustments:Designated donations 176,692.
Part XII, Line 2d - Other Adjustments:Gift in kind expense 361,189.
Part XII, Line 4b - Other Adjustments:Designated donations 176,692.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (28 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxt
Aspire Youth & Family Inc
PO Box 250BalsamNC28707300466165$5,246$0General support
Big Brothers Big Sisters of WNC
50 S French Broad Ave 213AshevilleNC28801581505917$6,225$0General support
Boys & Girls Club of Henderson Co
PO Box 1460HendersonvilleNC28793561803125$71,181$0General support
Calvary Episcopal Church Food Pantry
PO Box 187FletcherNC28732611657546$6,683$0General support
Children & Family Resource Center
851 Case StreetHendersonvilleNC28792562113878$39,294$0General support
Council on Aging - Meals on Wheels
105 King Creek BoulevardHendersonvilleNC28792560936674$23,776$0General support
Education Foundation of Hend County
PO Box 1267HendersonvilleNC28793581734733$7,045$0General support
Four Seasons CFL - Angel Fund for H
221 N Main StreetHendersonvilleNC28792561252665$7,581$0General support
Habitat for Humanity
1111 Keith StreetHendersonvilleNC28792561642263$34,189$0General support
Helping Hand Development Center
PO Box 222East Flat RockNC28726510138781$9,420$0General support
Henderson County Eduation Foundatio
414 Fourth Ave WHendersonvilleNC28739581734733$0$0General support
Hope Coalition
101 S Grove StreetHendersonvilleNC28792861730600$9,000$0General support
Housing Assistance Corp
602 Kanuga RoadHendersonvilleNC28739561831757$30,000$0General support
Literacy Connection aka Blue Ridge
PO Box 1728HendersonvilleNC28793561691110$37,123$0General support
Manna Food Bank
627 Swannanoa River RoadAshevilleNC28805581514800$30,766$0General support
Medical Loan Closet
1225 7th Avenue EHendersonvilleNC28792262933780$5,342$0General support
Mountain Care
PO Box 5956AshevilleNC28813562005198$8,721$0General support
On Track - Affordable Housing Srvc
50 South French Boulevard 227AshevilleNC28801561056077$6,077$0General support
Pardee Hospital Foundation
561 Fleming StreetHendersonvilleNC28739561930028$5,258$0General support
Pisgah Legal Services
PO Box 2276AshevilleNC28802561191115$43,845$0General support
Safelight
133 Fifth Avenue WestHendersonvilleNC28792561469847$37,262$0General support
Sixth Avenue Psychiatric Rehab
218 West Allen Suite BHendersonvilleNC28739205599815$40,007$0General support
Smart Start of Henderson County
525 N Justice StHendersonvilleNC28739562092325$27,300$0General support
The Free Clinics
841 Case StreetHendersonvilleNC28792562212024$22,399$0General support
United Way Asheville
50 S French Broad AvenueAshevilleNC28801560576157$12,728$0General support
United Way of Utah County
148 100 WProvoUT84601942851681$10,000$0General support
United Way Worldwide
701 N Fairfax StreetAlexandriaVA22314131635294$16,840$0General support
Vocational Solutions of Henderson C
2110 Spartanburg HighwayEast Flat RockNC28726560897854$10,000$0General support
FieldValueIRS element (for citing)
Total501c3 Org27Total501c3OrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart I, Line 2:FormAndLineReferenceDesc
ExplanationHenderson County United Way (HCUW) monitors grants and assistance provided via an allocations process. A HCUW panel reviews grant applications and determines the agency and/or programs to be funded. Once approved for allocated funding, the agency and/or program reports throughout the end of the payout year and a valuation of the agency and/or program and its outcomes are reviewed by the allocation panels at the end of the cycle.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990 Part III Line 4a continuationUnited Way also works with partners and area-wide collaborations such as the Nonprofit Forum, Nonprofit CEO Forum, Henderson County Partnership for Health, Emergency Food and Shelter program (EFSP) securing $40,810 in grants, Henderson County Childcare Crisis Taskforce, Henderson County Committee for Activity and Nutrition, and the Behavioral Health Summit. These items are an overview of the various outreach and non-tangible items that Henderson County United Way offers to the community in conjunction with, and in addition to funds provided to programs, initiatives and agencies to improve the lives of Henderson County residents.
Form 990, Part VI, Section B, line 11bThe return was prepared by an independent accountant with assistance and oversight from management. A copy of the Form 990 was provided to the entire Board prior to the filing date. The return was presented at the Board meeting by the auditing firm and the independent accountant. After Board review the 990 was filed.
Form 990, Part VI, Section B, line 12cA new conflict of interest document is presented to each board member at the beginning of each board year. It is signed and submitted by each member.
Form 990, Part VI, Section B, line 15aThe Organization follows the process described in Regulation Sec 53.4958(6)(c) for establising the rebuttable presumption of reasonableness in the determination of the exceutive director's compensation.
Form 990, Part VI, Section C, line 19Governing documents, conflict of interest policy, and financial statements are available upon request at the administrative office. The Form 990 is posted on our website, Guidestar and available upon request.
Form 990, Part XI, line 9:Difference between gift in kind income and expense 69.

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.