ROWAN COUNTY UNITED WAY INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ROWAN COUNTY UNITED WAY INC (EIN 56-0642828)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-08-21
- IRS object ID
- 202422349349300447
- Schema version
- 2023v5.1
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-08-21T14:44:39-04:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TONY BREWER CPA PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 151 YOUNG DRIVE | AddressLine1Txt |
| City | Lexington | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27292 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 560642828 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROWAN COUNTY UNITED WAY INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROWA | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 131 W INNES ST SUITE 201 | AddressLine1Txt |
| City | SALISBURY | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28144 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK LEWIS | PersonNm |
| Person Title | SECRETARYTREAS | PersonTitleTxt |
| Phone | 7046331802 | PhoneNum |
| Signature | 2024-09-09 | SignatureDt |
| Discuss With Paid Preparer | false | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Tony Brewer | PreparerPersonNm |
| PTIN | P01337813 | PTIN |
| Phone | 3362492545 | PhoneNum |
| Preparation | 2024-08-21 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,174,215 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ROWANUNITEDWAY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1956 | FormationYr |
| Legal Domicile State | NC | LegalDomicileStateCd |
| Activity Or Mission | TO LEAD THE COMMUNITY BY MOBILIZING RESOURCES MAKING A LASTING IMPACT FOR THOSE IN NEED AND SHAPE A BETTER FUTURE FOR EVERYONE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 22 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 22 | VotingMembersIndependentCnt |
| Total Employee | 6 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,354,570 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,135,416 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $9,388 | PYInvestmentIncomeAmt |
| CY Investment Income | $29,852 | CYInvestmentIncomeAmt |
| PY Other Revenue | $6,505 | PYOtherRevenueAmt |
| CY Other Revenue | $8,947 | CYOtherRevenueAmt |
| PY Total Revenue | $1,370,463 | PYTotalRevenueAmt |
| CY Total Revenue | $1,174,215 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $885,209 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,089,678 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $311,164 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $341,319 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $185,998 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $273,574 | PYOtherExpensesAmt |
| CY Other Expenses | $228,686 | CYOtherExpensesAmt |
| PY Total Expenses | $1,469,947 | PYTotalExpensesAmt |
| CY Total Expenses | $1,659,683 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$99,484 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$485,468 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,457,595 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,948,756 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $30,444 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,072 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,427,151 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,941,684 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO LEAD THE COMMUNITY BY MOBILIZING RESOURCES MAKING A LASTING IMPACT FOR THOSE IN NEED AND SHAPE A BETTER FUTURE FOR EVERYONE. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $1,312,520 | ExpenseAmt |
| Revenue | $1,174,215 | RevenueAmt |
| Desc | FINANCIAL SUPPORT TO AGENCIES LISTED ON CASH GRANTS AND ALLOCATIONS TO OTHERS. SCHEDULE-ALL PROGRAMS OF AGENCY ARE CONFINED TO ROWAN COUNY AND SERVE APPORXIMATELY 71,780 PEOPLE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RCUW SERVICE ABOVE SELF YOUTH AWARDS WERE HELD TO RECOGNIZE MORE THAN 135 NOMINATIONS OF K-12 STUDENTS FOR THEIR 13,895 VOLUNTEER SERVICE HOURS GIVEN TO THE COMMUNITY. THESE AWARDS WERE CREATED TO HONOR OUR YOUTH IN A CEREMONY. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $1,312,520 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 6 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 22 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 22 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JENNIFER D LEE | PersonNm |
| Phone | 7046331802 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 131 W INNES ST SUITE 201 | AddressLine1Txt |
| City | SALISBURY | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28144 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (23 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Key EmployeeKeyEmployeeInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|---|---|
| JENNIFER D LEE | ||||||||
| EXECUTIVE DIRECTORBOARD MEMB | 40.00 | 0.00 | Yes (X) | Yes (X) | $87,688 | $0 | $0 | |
| JONATHAN WILLIAMS | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| KEVIN AUTEN | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ELAINE SPALDING | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| GRAHAM CORRIHER | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID NELSON | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MELONIE THOMPSON | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DON RUDDY | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| KELLY WITHERS | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ROD CRIDER | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| BRIAN SMITH | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ALISHA BYRD-CLARK | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ANDREW SMITH | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MICAH ENNIS | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| STEVE FISHER | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| LOU ADKINS | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ANDREA BAUMER | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JIM BEHMER | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| CHANAKA YATAWARA | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| LORI YANG | ||||||||
| VP OF PUBLIC RELATIONS | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| DESIREE DUNSTON | ||||||||
| VICE PRESIDENT | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| MARK LEWIS | ||||||||
| SECRETARYTREASURER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| ERIC SLIPP | ||||||||
| PRESIDENT | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $87,688 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| All Other Contributions | $1,135,416 | AllOtherContributionsAmt |
| Total Contributions | $1,135,416 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $29,852 | TotalRevenueColumnAmt |
| Exclusion | $29,852 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MISC | 900099 | $382 | $382 |
| FEMA ADMINISTRATION | 900099 | $1,037 | $1,037 |
| SERVICE ABOVE SELF | 900099 | $7,528 | $7,528 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $8,947 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,174,215 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $8,947 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $29,852 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,089,678 | TotalAmt |
| Program Services | $1,089,678 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $87,687 | TotalAmt |
| Program Services | $55,243 | ProgramServicesAmt |
| Management And General | $14,030 | ManagementAndGeneralAmt |
| Fundraising | $18,414 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $169,514 | TotalAmt |
| Program Services | $61,025 | ProgramServicesAmt |
| Management And General | $50,854 | ManagementAndGeneralAmt |
| Fundraising | $57,635 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,439 | TotalAmt |
| Program Services | $5,918 | ProgramServicesAmt |
| Management And General | $4,932 | ManagementAndGeneralAmt |
| Fundraising | $5,589 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,056 | TotalAmt |
| Program Services | $17,300 | ProgramServicesAmt |
| Management And General | $14,417 | ManagementAndGeneralAmt |
| Fundraising | $16,339 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,623 | TotalAmt |
| Program Services | $7,064 | ProgramServicesAmt |
| Management And General | $5,887 | ManagementAndGeneralAmt |
| Fundraising | $6,672 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,340 | TotalAmt |
| Management And General | $15,340 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,424 | TotalAmt |
| Program Services | $7,652 | ProgramServicesAmt |
| Management And General | $8,926 | ManagementAndGeneralAmt |
| Fundraising | $20,846 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,000 | TotalAmt |
| Program Services | $9,600 | ProgramServicesAmt |
| Management And General | $11,700 | ManagementAndGeneralAmt |
| Fundraising | $8,700 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $935 | TotalAmt |
| Program Services | $299 | ProgramServicesAmt |
| Management And General | $365 | ManagementAndGeneralAmt |
| Fundraising | $271 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,875 | TotalAmt |
| Program Services | $2,764 | ProgramServicesAmt |
| Management And General | $3,368 | ManagementAndGeneralAmt |
| Fundraising | $3,743 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,983 | TotalAmt |
| Program Services | $1,288 | ProgramServicesAmt |
| Management And General | $14,528 | ManagementAndGeneralAmt |
| Fundraising | $1,167 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,049 | TotalAmt |
| Program Services | $1,936 | ProgramServicesAmt |
| Management And General | $2,359 | ManagementAndGeneralAmt |
| Fundraising | $1,754 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,462 | TotalAmt |
| Program Services | $2,068 | ProgramServicesAmt |
| Management And General | $2,520 | ManagementAndGeneralAmt |
| Fundraising | $1,874 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | FundraisingFundraisingAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| CAMPAIGN EXPENSE - CAR | $25,000 | $25,000 | ||
| 2-1-1 CALL CENTER | $11,750 | $11,750 | ||
| COMPUTERS & TECHNOLOGY | $12,522 | $3,631 | $4,007 | $4,884 |
| OUTSIDE PRINTINGARTWORK | $7,746 | $6,788 | $958 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,600 | TotalAmt |
| Program Services | $34,928 | ProgramServicesAmt |
| Management And General | $6,097 | ManagementAndGeneralAmt |
| Fundraising | $7,575 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,659,683 | TotalAmt |
| Program Services | $1,312,520 | ProgramServicesAmt |
| Management And General | $161,165 | ManagementAndGeneralAmt |
| Fundraising | $185,998 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100 | BOYAmt |
| EOY | $100 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,509,510 | BOYAmt |
| EOY | $678,956 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $732,710 | BOYAmt |
| EOY | $726,004 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,469 | BOYAmt |
| EOY | $5,251 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,037 | BOYAmt |
| EOY | $14,008 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $72,611 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $60,550 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,111 | BOYAmt |
| EOY | $12,061 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $173,658 | BOYAmt |
| EOY | $512,376 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,457,595 | BOYAmt |
| EOY | $1,948,756 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,444 | BOYAmt |
| EOY | $7,072 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,444 | BOYAmt |
| EOY | $7,072 | 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 | $1,317,505 | BOYAmt |
| EOY | $823,720 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,109,646 | BOYAmt |
| EOY | $1,117,964 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,427,151 | BOYAmt |
| EOY | $1,941,684 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,457,595 | BOYAmt |
| EOY | $1,948,756 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$485,468 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $1 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | 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 | $1,428,149 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,407,451 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,262,667 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,354,570 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,135,416 | CurrentTaxYearAmt |
| Total | $6,588,253 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,428,149 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,407,451 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,262,667 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,354,570 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,135,416 | CurrentTaxYearAmt |
| Total | $6,588,253 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $338,129 | SubstantialContributorsTotAmt |
| Public Support Total170 | $6,250,124 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $30,331 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $18,446 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,184 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,388 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $29,852 | CurrentTaxYearAmt |
| Total | $92,201 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $6,680,454 | TotalSupportAmt |
| Public Support CY170 | 0.93560 | PublicSupportCY170Pct |
| Public Support PY170 | 0.97690 | 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 D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $72,611 | OtherCostOrOtherBasisAmt |
| Depreciation | $60,550 | DepreciationAmt |
| Book Value | $12,061 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $12,061 | TotalBookValueLandBuildingsAmt |
| Total Rev Etc Audited Fincl Stmt | $1,174,215 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Subtotal | $1,174,215 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $1,174,215 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,659,683 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $1,659,683 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $1,659,683 | TotalExpensesPerForm990Amt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | false | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (14 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| BOYS SCOUTS OF AMERICA | |||||||
| PO BOX 250 | ALBEMARLE | NC | 28001 | 560532132 | 3 | $25,000 | OPERATIONS |
| FAMILY CRISIS COUNCIL | |||||||
| 131 W COUNCIL ST | SALISBURY | NC | 28144 | 561209870 | 3 | $70,000 | OPERATIONS |
| ROWAN-CABARRUS YMCA | |||||||
| PO BOX 1575 | SALISBURY | NC | 28145 | 560606313 | 3 | $45,000 | OPERATIONS |
| RUFTY-HOLMES SENOIR CENTER | |||||||
| 1120 SOUTH BOUNDRY ST | SALISBURY | NC | 28144 | 561520956 | 3 | $17,500 | OPERATIONS |
| SALVATION ARMY | |||||||
| PO BOX 625 | SALISBURY | NC | 28145 | 580660607 | 3 | $110,000 | OPERATIONS |
| FAMILIES FIRST NC | |||||||
| 405 W JAKE ALEXANDER BLVD | SALISBURY | NC | 28144 | 561844408 | 3 | $156,370 | OPERATIONS |
| CAPSTONE RECOVERY | |||||||
| 418 W INNES ST | SALISBURY | NC | 28144 | 272354002 | $63,650 | OPERATIONS | |
| MAIN STREET MISSION | |||||||
| 306 S MAIN ST | CHINA GROVE | NC | 28023 | 371446891 | $112,500 | CAPITAL | |
| NAZARETH CHILD & FAMILY | |||||||
| PO BOX 1438 | ROCKWELL | NC | 281381438 | 560556754 | $50,000 | OPERATIONS | |
| ONE LOVE COMMUNITY PROGRAM | |||||||
| 723 W INNES ST | SALISBURY | NC | 28144 | 743061338 | $157,500 | OPERATIONS | |
| ROWAN-SALISBURY SCHOOL | |||||||
| PO BOX 2349 | SALISBURY | NC | 28145 | $30,000 | OPERATIONS | ||
| ROWAN COUNTY LITERACY COUNCIL | |||||||
| PO BOX 95 | SALISBURY | NC | 28145 | 591747169 | $61,750 | OPERATIONS | |
| ROWAN HELPING MINISTRIES | |||||||
| PO BOX 4026 | SALISBURY | NC | 28145 | 561544532 | $125,001 | CAPITAL | |
| SALISBURY POLICE DEPARTMENT | |||||||
| 130 E LIBERTY ST | SALISBURY | NC | 28144 | $51,500 | CAPITAL | ||
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990 governing body review Part VI line 11 | RETURN IS REVIEWED BY THE TREASURER, CHAIR OF THE FINANCE COMMITTEE, AND THE FINANCE COMMITTEE PRIOR TO FILING. THE 990 IS THEN SHARED WITH THE BOARD AT ITS NEXT MEETING. |
| Conflict of interest policy compliance Part VI line 12c | BOARD MEMBERS ARE PRESENTED CODE OF ETHICS WHICH COVERS CONFLICT OF INTEREST. BOARD AND ALLOCATON MEMBERS ARE INSTRUCTED THAT THEY CAN NOT SERVE ON MEMBER AGENCY BOARDS. WHEN AN ISSUE FOR BOARD ACTION IS TO TAKE PLACE WHERE A CONFLICT MAY OCCUR, THE BOARD MEMBER IS REMINDED, PRIOR TO VOTE, TO EXCUSE HIMSELF/HERSELF FROM VOTING. |
| CEO executive director top management comp Part VI line 15a | EXECUTIVE DIRECTORS SALARY IS DETERMINED BY THE BOARD OF DIRECTORS. |
| Other officer or key employee compensation Part VI line 15b | N/A |
| Governing documents etc available to public Part VI line 19 | GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| Explanation of other changes in net assets or fund balances Part XI line 9 | ROUNDING |
Comments