UNITED WAY OF NORTH CAROLINA: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- UNITED WAY OF NORTH CAROLINA (EIN 56-0564547)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-09-09
- IRS object ID
- 202212529349301421
- Schema version
- 2021v4.2
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule I
- Schedule J
- Schedule L
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-09-09T14:30:32-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 561031342 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAMS OVERMAN PIERCE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2501 ATRIUM DRIVE SUITE 500 | AddressLine1Txt |
| City | RALEIGH | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27607 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 560564547 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED WAY OF NORTH CAROLINA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIT | BusinessNameControlTxt |
| Phone | 9198345200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1130 KILDAIRE FARM ROAD 100 | AddressLine1Txt |
| City | CARY | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27511 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LAURA ZINK MARX | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 9198345200 | PhoneNum |
| Signature | 2022-09-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LAURA | PersonFirstNm |
| Person Last | ZINK MARX | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DANIEL M LAVELLE CPA | PreparerPersonNm |
| PTIN | P02154046 | PTIN |
| Phone | 9197823444 | PhoneNum |
| Preparation | 2022-09-07 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | LAURA ZINK MARX | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1130 KILDAIRE FARM ROAD 100 | AddressLine1Txt |
| City | CARY | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27511 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $5,871,994 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.UNITEDWAYNC.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1951 | FormationYr |
| Legal Domicile State | NC | LegalDomicileStateCd |
| Activity Or Mission | WE BRIDGE PEOPLE, LOCAL UNITED WAYS, AND RESOURCES SO INDIVIDUALS, FAMILIES, AND COMMUNITIES THRIVE IN NORTH CAROLINA. | ActivityOrMissionDesc |
| Voting Members Governing Body | 22 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 21 | VotingMembersIndependentCnt |
| Total Employee | 27 | TotalEmployeeCnt |
| Total Volunteers | 26 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,495,326 | PYContributionsGrantsAmt |
| CY Contributions Grants | $760,872 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $6,257,285 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $5,106,395 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,344 | PYInvestmentIncomeAmt |
| CY Investment Income | $653 | CYInvestmentIncomeAmt |
| PY Other Revenue | $16,339 | PYOtherRevenueAmt |
| CY Other Revenue | $4,074 | CYOtherRevenueAmt |
| PY Total Revenue | $7,770,294 | PYTotalRevenueAmt |
| CY Total Revenue | $5,871,994 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $23,672 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $39,150 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,056,513 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,018,028 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $6,060,818 | PYOtherExpensesAmt |
| CY Other Expenses | $5,106,254 | CYOtherExpensesAmt |
| PY Total Expenses | $7,141,003 | PYTotalExpensesAmt |
| CY Total Expenses | $6,163,432 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $629,291 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$291,438 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,955,432 | TotalAssetsBOYAmt |
| Total Assets EOY | $913,119 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,091,595 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $302,121 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $863,837 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $610,998 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | WE BRIDGE PEOPLE, LOCAL UNITED WAYS, AND RESOURCES SO INDIVIDUALS, FAMILIES, AND COMMUNITIES THRIVE IN NORTH CAROLINA. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | Yes (1) | SignificantChangeInd |
| Expense | $3,143,594 | ExpenseAmt |
| Revenue | $3,399,409 | RevenueAmt |
| Desc | NCCARE360 - UNITED WAY OF NORTH CAROLINA IS A PARTNER IN BUILDING THE FIRST STATE WIDE COORDINATED NETWORK THAT UNITES HEALTHCARE AND HUMAN SERVICES ORGANIZATIONS WITH A SHARED TECHNOLOGY PLATFORM ALLOWING FOR A COORDINATED, COMMUNITY-ORIENTED, PERSON-CENTERED APPROACH TO DELIVERING CARE IN NORTH CAROLINA. NCCARE360 ALLOWS PROVIDERS TO ELECTRONICALLY CONNECT THOSE WITH IDENTIFIED NEEDS TO COMMUNITY RESOURCES AND ALLOW FOR A FEEDBACK LOOP ON THE OUTCOME OF THAT CONNECTION. THIS SOLUTION ENSURES ACCOUNTABILITY AROUND SERVICES DELIVERED, PROVIDES A "NO WRONG DOOR" APPROACH, CLOSES THE LOOP ON EVERY REFERRAL MADE, AND REPORTS ON OUTCOMES OF THAT CONNECTION. THE UWNC TEAM PROVIDES CONSTANT UPDATING OF RESOURCES USED AS OUT OF NETWORK REFERRALS AND A CARE NAVIGATION TEAM TO SUPPORT HOSPITALS AND OTHER USERS OF THE PLATFORM. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,353,918 | ExpenseAmt |
| Revenue | $1,691,461 | RevenueAmt |
| Desc | NC 2-1-1: NC 2-1-1 PROVIDES STATEWIDE, 24/7 INFORMATION AND REFERRAL SERVICES TO NC RESIDENTS. 2-1-1 IS AN INFORMATION AND REFERRAL LINE AND COMPANION WEB SITE (NC211.ORG) THAT CONNECTS PEOPLE TO VITAL SOCIAL SERVICES PROVIDED BY A RANGE OF NONPROFIT AND GOVERNMENT AGENCIES. THIS EASY-TO REMEMBER NUMBER SAVES TIME AND FRUSTRATION BY ELIMINATING THE NEED FOR CALLERS TO NAVIGATE A MAZE OF AGENCIES AND HELP LINES. CONCURRENTLY, 2-1-1 IS AN EFFECTIVE MANAGEMENT TOOL. THE SYSTEM GENERATES REAL TIME DATA ON REQUESTS AT 211COUNTS.ORG, COMPLAINTS, AND SERVICES, ALERTING STAKEHOLDERS TO EMERGING NEEDS AND MAKING IT POSSIBLE TO DIRECT RESOURCES TO WHERE THEY WILL DO THE MOST GOOD. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $211,866 | ExpenseAmt |
| Grant | $39,150 | GrantAmt |
| Revenue | $15,525 | RevenueAmt |
| Desc | MEMBER SERVICES: AS THE MEMBER ASSOCIATION FOR 51 LOCAL UNITED WAYS COVERING 80% OF ALL COMMUNITIES IN NC, UWNC'S ROLE IS TO CREATE LEARNING AND ENGAGEMENT OPPORTUNITIES THAT BUILD STRONG UNITED WAY LEADERS, RESILIENT AND EQUITABLE UNITED WAY ORGANIZATIONS, AND ADVOCACY ACTION THAT TRANSFORMS THE LIVES OF LOW-INCOME WORKING FAMILIES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $5,709,378 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | Yes (1) | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 3 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 27 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 22 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 21 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LAURA Z MARX | PersonNm |
| Phone | 9198345200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1130 KILDAIRE FARM ROAD STE 100 | AddressLine1Txt |
| City | CARY | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27511 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (23 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| DAVID MCNEILL | ||||||
| BOARD CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JEFF JOHNSON | ||||||
| VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ROY WATSON JR | ||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BRIAN USISCHON | ||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DEBORAH ALLY | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| NICHOLE RAPUANO | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SHERRY BRADSHER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KIM MCCOMBS THORNTON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KATHY COLVILLE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SHERRY ARCHIBALD | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KEVIN MCDONALD | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PRES DAVENPORT | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BRETT ECKERMAN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KENDRA MARTIN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TIM GABEL | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TIFFANY GLADNEY | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RICKY HURTADO | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| THARESA LEE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GARETH MONTAGUE-SMITH | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| HEIDI NORWICK | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| FERNANDO LITTLE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BRIAN WHITE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LAURA ZINK MARX | ||||||
| PRESIDENT & CEO | 40.00 | Yes (X) | $151,709 | $0 | $10,113 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $151,709 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $10,113 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $228,358 | MembershipDuesAmt |
| Government Grants | $441,387 | GovernmentGrantsAmt |
| All Other Contributions | $91,127 | AllOtherContributionsAmt |
| Total Contributions | $760,872 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| NCCARE360 | 900099 | $3,399,409 | $3,399,409 |
| NC 2-1-1 SERVICE FEES | 900099 | $1,691,461 | $1,691,461 |
| CONFERENCE FEES | 900099 | $15,525 | $15,525 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $5,106,395 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $653 | TotalRevenueColumnAmt |
| Exclusion | $653 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $4,074 | TotalRevenueColumnAmt |
| Exclusion | $4,074 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $4,074 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,871,994 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,106,395 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,727 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,150 | TotalAmt |
| Program Services | $39,150 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $161,822 | TotalAmt |
| Program Services | $139,167 | ProgramServicesAmt |
| Management And General | $22,655 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $612,597 | TotalAmt |
| Program Services | $526,833 | ProgramServicesAmt |
| Management And General | $85,764 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,865 | TotalAmt |
| Program Services | $10,204 | ProgramServicesAmt |
| Management And General | $1,661 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $172,233 | TotalAmt |
| Program Services | $148,120 | ProgramServicesAmt |
| Management And General | $24,113 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,511 | TotalAmt |
| Program Services | $51,179 | ProgramServicesAmt |
| Management And General | $8,332 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,496 | TotalAmt |
| Program Services | $23,367 | ProgramServicesAmt |
| Management And General | $5,129 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,504 | TotalAmt |
| Program Services | $36,493 | ProgramServicesAmt |
| Management And General | $8,011 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,300 | TotalAmt |
| Program Services | $9,266 | ProgramServicesAmt |
| Management And General | $2,034 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,712 | TotalAmt |
| Program Services | $15,712 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,787 | TotalAmt |
| Management And General | $63,787 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,729 | TotalAmt |
| Program Services | $60,458 | ProgramServicesAmt |
| Management And General | $13,271 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $85,734 | TotalAmt |
| Management And General | $85,734 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,450 | TotalAmt |
| Program Services | $26,137 | ProgramServicesAmt |
| Management And General | $28,313 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $867 | TotalAmt |
| Management And General | $867 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,252 | TotalAmt |
| Management And General | $3,252 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| NCCARE360 | $4,481,552 | $4,481,552 | |
| CONTRACT LABOR | $106,703 | $87,496 | $19,207 |
| CAPITAL EXPENDITURES | $67,788 | $67,788 | |
| OTHER PROGRAM EXPENSES | $34,244 | $34,244 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,136 | TotalAmt |
| Program Services | $20,000 | ProgramServicesAmt |
| Management And General | $14,136 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,163,432 | TotalAmt |
| Program Services | $5,709,378 | ProgramServicesAmt |
| Management And General | $454,054 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $738,023 | BOYAmt |
| EOY | $371,980 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,200,419 | BOYAmt |
| EOY | $535,199 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,122 | BOYAmt |
| EOY | $1,940 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $298,312 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $294,312 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,868 | BOYAmt |
| EOY | $4,000 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,955,432 | BOYAmt |
| EOY | $913,119 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,586,711 | BOYAmt |
| EOY | $119,619 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $313,146 | BOYAmt |
| EOY | $65,637 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,969 | BOYAmt |
| EOY | $44,217 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $151,769 | BOYAmt |
| EOY | $72,648 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,091,595 | BOYAmt |
| EOY | $302,121 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $702,067 | BOYAmt |
| EOY | $468,478 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $161,770 | BOYAmt |
| EOY | $142,520 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $863,837 | BOYAmt |
| EOY | $610,998 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,955,432 | BOYAmt |
| EOY | $913,119 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$291,438 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $38,599 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $437,066 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,217,401 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $628,036 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,495,326 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $760,872 | CurrentTaxYearAmt |
| Total | $4,538,701 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $437,066 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,217,401 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $628,036 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,495,326 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $760,872 | CurrentTaxYearAmt |
| Total | $4,538,701 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $606,612 | SubstantialContributorsTotAmt |
| Public Support Total170 | $3,932,089 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $320 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $212 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $199 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,344 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $653 | CurrentTaxYearAmt |
| Total | $2,728 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $17,090 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $35,079 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $70,272 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16,339 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,074 | CurrentTaxYearAmt |
| Total | $142,854 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $4,684,283 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $17,997,010 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.83940 | PublicSupportCY170Pct |
| Public Support PY170 | 0.83950 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Political Expenditures | $45,623 | PoliticalExpendituresAmt |
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $45,623 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $45,623 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I-A, LINE 1: | FormAndLineReferenceDesc |
| Explanation | UNITED WAY OF NORTH CAROLINA HAS A CONTRACT WITH ROB LAMME AND ASSOCIATES FOR GOVERNMENT RELATIONS, COMMUNICATIONS AND POLICY CONSULTING. UNDER THE AGREEMENT, ROB LAMME AND ASSOCIATES PROVIDES POLICY AND COMMUNICATIONS ASSISTANCE TO UNITED WAY OF NORTH CAROLINA INCLUDING PLANNING EFFORTS TO CREATE GRASSROOTS COMMUNICATION, MEDIA AND POLICY STRATEGIES THAT WILL BENEFIT THE ORGANIZATION'S LONG AND SHORT TERM STATE POLICY GOALS; MONITORING RELEVANT LEGISLATIVE MEETINGS, PROVIDING DIRECT LOBBYING SERVICES TO UNITED WAY OF NORTH CAROLINA FOR ALL MEMBERS OF THE N.C. GENERAL ASSEMBLY AS WELL AS STATE AGENCIES, PROVIDING PRE- AND POST-SESSION BRIEFINGS REGARDING THE ORGANIZATION'S ADVOCACY EFFORTS; PARTICIPATING IN LEADERSHIP AND/OR GRASSROOTS ADVOCACY TRAININGS UNITED WAY OF NORTH CAROLINA MAY UNDERTAKE, AND ASSISTING IN THE CREATING AND IMPLEMENTATION OF GRASSROOTS COMMUNICATION, MEDIA AND POLICY STRATEGIES. THESE SERVICES ARE FOCUSED, BUT NOT LIMITED TO, HELPING TO BUILD UNITED WAY OF NORTH CAROLINA'S RELATIONSHIPS WITH POLICYMAKERS, AND ADVOCATING FOR THE ORGANIZATION'S LEGISLATIVE PRIORITIES. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | 0 | InclEscrowCustodialAcctLiabInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $265,556 | OtherCostOrOtherBasisAmt |
| Depreciation | $261,556 | DepreciationAmt |
| Book Value | $4,000 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $32,756 | OtherCostOrOtherBasisAmt |
| Depreciation | $32,756 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $4,000 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED PENSION BENEFITS | Desc |
| Amt | $72,648 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $72,648 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $5,871,994 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $5,871,994 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $5,871,994 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $6,163,432 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $6,163,432 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $6,163,432 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION IS A NONPROFIT ORGANIZATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE ("IRC") AND IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES. INCOME GENERATED BY ACTIVITIES THAT WOULD BE CONSIDERED UNRELATED TO THE ORGANIZATION'S MISSION WOULD BE SUBJECT TO TAX WHICH, IF INCURRED, WOULD BE RECOGNIZED AS A CURRENT EXPENSE. NO SUCH TAX HAS BEEN RECOGNIZED FOR THE YEARS ENDED DECEMBER 31, 2021 AND 2020. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUMBER RIVER UNITED WAY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2652 | AddressLine1Txt |
| City | LUMBERTON | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28359 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 581636285 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $19,000 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Purpose Of Grant | UNITED WAY HELPS NORTH CAROLINA PROGRAM AND VITA SITE ESTABLISHMENT. | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE GRANTED FUNDS TO LOCAL UNITED WAYS COME FROM VARIOUS SOURCES, THEREFORE THE UNITED WAY OF NORTH CAROLINA (UWNC) COMBINES THE REPORTING REQUIREMENTS OF ALL REQUESTS, IN WRITING, SPECIFICS ON HOW DOLLARS WERE SPENT, TOTAL AMOUNT SPENT AND FOR WHAT PURPOSE IN REGULAR INTERVALS. THIS INFORMATION IS SUBMITTED TO A STAFF PERSON WHO MONITORS COMPLIANCE WITH GRANT TERMS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LAURA ZINK MARX | PersonNm |
| Title | PRESIDENT & CEO | TitleTxt |
| Base Compensation Filing Org | $151,709 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $6,068 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $4,045 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $161,822 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHERRY BRADSHER | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | INTERESTED PERSON IS A BOARD MEMBER OF THE EXEMPT ORGANIZATION. | RelationshipDescriptionTxt |
| Transaction | $30,000 | TransactionAmt |
| Transaction | CONTRACTED WITH HER EMPLOYER CANSLER COLLABORATIVE RESOURCES FOR AND RFI PROCESS AND BACKGROUND RESEARCH. SHERRY RECUSED HERSELF FROM COMMITTEE WORK AND ANY BOARD VOTING CONCERNING THIS ARRANGMENT OR CONTRACTING. | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 3 | FOR OUR WORK ON THE NCCARE360 PLATFORM, UNITED WAY OF NC IS NO LONGER THE FISCAL AGENT FOR THE TECHNOLOGY PLATFORM PROVIDER REDUCING THE OVERALL REVENUE AND EXPENSE SIGNIFICANTLY IN 2021. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE MEMBERS OF THE CORPORATION SHALL CONSIST OF THE MEMBERS OF THE BOARDS OF DIRECTORS AND PROFESSIONAL STAFF OF SUPPORTING LOCAL UNITED WAYS, TOGETHER WITH THE MEMBERS OF THE BOARD OF DIRECTORS AND THE MEMBERS OF THE STANDING COMMITTEES OF UNITED WAY OF NORTH CAROLINA, AND SUCH OTHER PERSONS WHO MAY BE NOMINATED BY COMMITTEE AND APPROVED AT THE ANNUAL MEETING. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE BOARD OF DIRECTORS IS CHOSEN FROM NOMINATIONS MADE BY LOCAL UNITED WAYS, PARTNERS OR STAFF TO ALIGN WITH GEOGRAPHIC, DIVERSITY AND EQUITY STANDARDS OF THE ORGANIZATION. ONE-THIRD OF THE DIRECTORS SHALL BE ELECTED ANNUALLY FOR A THREE-YEAR TERM TO REPLACE THOSE WHOSE TERMS SHALL HAVE EXPIRED. ALL DULY ELECTED DIRECTORS SHALL SERVE UNTIL THE ELECTION AND ACCEPTANCE OF THEIR DULY QUALIFIED SUCCESSORS. ALL VACANCIES ON THE BOARD OCCURRING BETWEEN ANNUAL MEETINGS OF THE MEMBERSHIP MAY BE FILLED BY THE BOARD UNTIL THE NEXT ANNUAL MEETING. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE 990 DRAFT IS PRESENTED TO THE AUDIT COMMITTEE THAT MAKES A RECOMMENDATION TO ACCEPT THE DRAFT OR REVISE IT. THE FINAL DRAFT IS PRESENTED FOR VOTE WITH EITHER THE EXECUTIVE COMMITTEE OR BOARD DEPENDING ON MEETING SCHEDULE OF THE FULL BOARD. |
| FORM 990, PART VI, SECTION B, LINE 12C | OFFICERS AND DIRECTORS ARE REQUIRED TO SIGN A CONFLICT OF INTEREST STATEMENT EACH YEAR. THE PRESIDENT OF THE UNITED WAY OF NORTH CAROLINA WOULD BE AWARE OF ANY NEW DOLLARS AWARDED TO A BOARD MEMBER'S ORGANIZATION, AND WOULD BE FAMILIAR WITH ALL TERMS OF THE GRANT OR CONTRACT PAYMENT. IF ISSUES AROSE, THE PRESIDENT WOULD BRING THEM TO THE BOARD CHAIR FOR REVIEW. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE FULL BOARD VOTES ON THE PRESIDENT'S COMPENSATION DURING THE ANNUAL BUDGET APPROVAL PROCESS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE NORTH CAROLINA SECRETARY OF STATE REQUIRES POSTING OF ALL DOCUMENTS THAT RESULT IN CHARITABLE LICENSING EACH YEAR. ALL OTHER DOCUMENTS ARE AVAILABLE UPON REQUEST BY ANY PERSON. |
| FORM 990, PART XI, LINE 9: | PERIODIC PENSION COST 38,599. |
Comments