2023-03-09T17:40:38-05:00 2022-06-30 561037874 STOUT STUART MCGOWEN & KING LLP PO BOX 1440 BURLINGTON NC 272161440 990 2021-07-01 560599239 UNITED WAY OF ALAMANCE COUNTY INC UNIT 3364382000 220 E FRONT STREET BURLINGTON NC 27215 HEIDI NORWICK PRESIDENT 3364382000 2023-03-01 true HEIDI NORWICK 999009999 PATRICIA B RHODES P00018002 3362267343 2023-03-01 2021 2023-04-26 12:10:37Z HEIDI NORWICK 220 EAST FRONT STREET BURLINGTON NC 27215 1037525 false X UWALAMANCE.ORG X 1953 NC THE MISSION OF UNITED WAY OF ALAMANCE COUNTY IS TO RADICALLY DECREASE THE NUMBER OF FAMILIES IN POVERTY BY ADVANCING SOCIAL EQUITY PRACTICES THAT PROMOTE SOCIAL MOBILITY AND PROVIDE OPPORTUNITIES THAT BUILD A RESILIENT COMMUNITY. UNITED WAY IS COMMITTED TO REDUCING DISPARITIES BY TARGETING FUNDING TO THOSE THAT NEED IT MOST, SPECIFICALLY THOSE LIVING IN POVERTY. WE ARE STILL FUNDING IN THE AREAS OF EDUCATION, HEATH AND FINANCIAL STABILITY, BUT ARE DOING SO INTENTIONALLY TO LIFT UP OUR MOST VULNERABLE POPULATIONS. UNITED WAY OF ALAMANCE COUNTY ENVISIONS A COMMUNITY THAT COMES TOGETHER TO BREAK DOWN BARRIERS, ELIMINATE INEQUITIES, AND END POVERTY. OUR AGENCY IS EQUIPPED TO DO THIS GIVEN OUR ROLES WITHIN THE COMMUNITY AND STRONG PARTNERSHIPS WE HAVE WITH AGENCIES WORKING ALONGSIDE US IN THIS WORK. EACH YEAR, UNITED WAY OF ALAMANCE COUNTY RAISES FUNDS THROUGH SPONSORSHIPS, CORPORATE GIFTS,WORKPLACE CAMPAIGNS AND INCOMING GRANTS IN ORDER TO FUND OUR COMMUNITY'S MOST PRESSING NEEDS. THESE NE 12 12 6 142 0 976402 1014734 0 59900 12020 14900 6940 1051202 1033694 289806 397173 0 302149 375964 0 218787 275860 285494 867815 1058631 183387 -24937 1473745 1290307 157816 77574 1315929 1212733 X THE MISSION OF UNITED WAY OF ALAMANCE COUNTY IS TO RADICALLY DECREASE THE NUMBER OF FAMILIES IN POVERTY BY ADVANCING SOCIAL EQUITY PRACTICES THAT PROMOTE SOCIAL MOBILITY AND PROVIDE OPPORTUNITIES THAT BUILD A RESILIENT COMMUNITY. UNITED WAY IS COMMITTED TO REDUCING DISPARITIES BY TARGETING FUNDING TO THOSE THAT NEED IT MOST, SPECIFICALLY THOSE LIVING IN POVERTY. WE ARE STILL FUNDING IN THE AREAS OF EDUCATION, HEATH AND FINANCIAL STABILITY, BUT ARE DOING SO INTENTIONALLY TO LIFT UP OUR MOST VULNERABLE POPULATIONS. UNITED WAY OF ALAMANCE COUNTY ENVISIONS A COMMUNITY THAT COMES TOGETHER TO BREAK DOWN BARRIERS, ELIMINATE INEQUITIES, AND END POVERTY. OUR AGENCY IS EQUIPPED TO DO THIS GIVEN OUR ROLES WITHIN THE COMMUNITY AND STRONG PARTNERSHIPS WE HAVE WITH AGENCIES WORKING ALONGSIDE US IN THIS WORK. EACH YEAR, UNITED WAY OF ALAMANCE COUNTY RAISES FUNDS THROUGH SPONSORSHIPS, CORPORATE GIFTS,WORKPLACE CAMPAIGNS AND INCOMING GRANTS IN ORDER TO FUND OUR COMMUNITY'S MOST PRESSING NEEDS. THESE NE false false 397173 397173 COMMUNITY INVESTMENTS COMMUNITY INVESTMENTS ARE UNDESIGNATED DONATIONS FROM INDIVIDUALS, BUSINESSES, AND LOCAL GOVERNMENTS THAT ARE RESOURCES UNDER MANAGEMENT (RUM) WITH UNITED WAY TO BE DISTRIBUTED WHERE THEY ARE NEEDED MOST AND HAVE THE GREATEST IMPACT. FUNDS ARE GRANTED TO LOCAL NONPROFITS THAT ARE WORKING TO LIFT FAMILIES OUT OF POVERTY WITH AN EMPHASIS ON OUR HISTORICALLY MARGINALIZED POPULATIONS OR COMMUNITIES (I.E. COMMUNITIES OF COLOR AND THE LATINX POPULATION). A GROUP OF DIVERSE COMMUNITY VOLUNTEERS REVIEW THE REQUESTS EACH YEAR AND RECOMMEND FUNDING ALLOCATIONS. NINETEEN PROGRAMS WERE FUNDED IN 2021-22. 333592 COMMUNITY PARTNERSHIPS AND PROGRAMS PARTNERSHIPS INCLUDE BUT NOT LIMITED TO ALAMANCE ACHIEVES; NONPROFIT LEADERSHIP INSTITUTE FOR ALAMANCE COUNTY'S NONPROFIT SECTOR; JUSTICE ADVISORY COUNCIL FOR STEPPING UP; JUVENILE CRIME PREVENTION COUNCIL; ALAMANCE COUNTY DEPT. OF SOCIAL SERVICES; ALAMANCE HOUSING COMMITTEE; LOCAL AREA FOOD PANTRIES. MOST RECENTLY, WE ARE FOCUSING ON HOUSING BY HIRING A HOUSING SPECIALIST THROUGH A GRANT TO SYSTEMATICALLY ADDRESS HOUSING INEQUITIES IN THE COUNTY. ACCESS TO QUALITY, AFFORDABLE HOUSING IS A PRESSING ISSUE AND THE HOUSING SPECIALIST IS WORKING TO CREATE AN EFFICIENT CONTINUUM OF HOUSING RESOURCES AS WELL AS IDENTIFYING NEW SOLUTIONS/PROJECTS. COMMUNITY COUNCIL IS AN ORGANIZATION OF NONPROFITS, COMMUNITY MEMBERS, GOVERNMENT OFFICIALS, ETC. THAT MEET MONTHLY TO DISCUSS PERTINENT AND PRESSING ISSUES. THE COMMUNITY COUNCIL BLOG, WITH OVER 400 SUBSCRIBERS, DISSEMINATES INFORMATION FOR NONPROFITS (EVENTS, RESOURCES, NEEDS, PROGRAMS, ETC.). COMMUNITY COUNCIL IS A PLATFORM USED TO DISCUSS PRESSING ISSUES IN THE COMMUNITY AND INTRODUCE NEW PARTNERSHIPS TO FILL SERVICE GAPS. VOLUNTEER INCOME TAX ASSISTANCE (VITA) PROGRAM IS COMPOSED OF IRS TRAINED VOLUNTEERS THAT ASSIST LOW INCOME (57,000 OR BELOW), DISABLED OR VETERANS IN FILING THEIR TAX RETURNS. 281 RETURNS WERE PREPARED IN 2022 WITH THE ASSISTANCE OF 12 VOLUNTEERS PREPARING TAXES IN PERSON AND VIRTUALLY, AND ONE STAFF PERSON TO OVERSEE THE PROGRAM. 327,792 WERE BROUGHT BACK IN REFUNDS TO THE COUNTY. THIS YEAR, WE ASSISTED WITH ADVOCACY EFFORTS AROUND THE EARNED INCOME TAX CREDIT (EITC) BECAUSE THERE IS SIGNIFICANT DATA LINKING CERTAIN HEALTH OUTCOMES LIKE MENTAL HEALTH AND CHILD/MATERNAL HEALTH TO THE EITC. THROUGH THE WORK WITH THE VITA PROGRAM, WE RECEIVED A GRANT TO HIRE A PUBLIC BENEFITS NAVIGATOR TO ENROLL PEOPLE IN ELIGIBLE BENEFITS, WITH AN EMPHASIS ON THE ACA MARKETPLACE. 13088 211 IS A 24/7/365 FREE RESOURCE AND REFERRAL HOTLINE THAT WORKS TO CONNECT PEOPLE TO HOUSING, FOOD, HEALTHCARE, TRANSPORTATION, AND MANY OTHERS. IN THE LAST YEAR, 4,837 CALLS HAVE BEEN MADE TO 211 FROM THOSE LIVING IN ALAMANCE COUNTY. TOP CALLER NEEDS CONTINUE TO BE HOUSING (RENT/MORTGAGE ASSISTANCE/EMERGENCY SHELTER) AND UTILITY ASSISTANCE. 743853 true true false false false false false false false true true false true true false true true false false false false false false false false false false true false false false false false false false false false false true false false false false false false false false true 3 0 6 true false false false false false false false false false false false false false false X 12 12 false false false false false false false true true false false true true true true true true true false false NC X X X HEIDI NORWICK PRESIDENT 3364382000 220 E FRONT STREET BURLINGTON NC 27215 KELLY CARLISLE DIRECTOR 1.00 X 0 0 0 YAZMIN GARCIA-RICO CHAIR ELECT 5.00 X X 0 0 0 REAGAN CHANDLER GURAL DIRECTOR 1.00 X 0 0 0 TYRONNA HOOKER DIRECTOR 1.00 X 0 0 0 BRIAN LONG DIRECTOR 1.00 X 0 0 0 ANITA MAZYCK DIRECTOR 1.00 X 0 0 0 JILL PLUNKETT SECRETARY 1.00 X X 0 0 0 JANET QUEEN ASSISTANT TR 1.00 X X 0 0 0 BOBBI RUFFIN-ALSTON PROGRAM COMM 1.00 X X 0 0 0 JEFF STEIN CHAIR 5.00 X X 0 0 0 HARDIN WATKINS DIRECTOR 1.00 X 0 0 0 LACEY WAY TREASURER 5.00 X X 0 0 0 HEIDI NORWICK PRESIDENT 40.00 X 85608 0 0 85608 false false false 1014734 31284 1014734 15851 15851 3831 -3831 -3831 -3831 MANAGEMENT REVENUE 900099 6940 6940 6940 1033694 3109 15851 397173 397173 301502 123616 54270 123616 51959 21303 9353 21303 22503 9226 4051 9226 22500 9225 4050 9225 2228 914 401 913 7863 3224 1415 3224 17480 7167 3146 7167 17044 6988 3068 6988 1827 749 329 749 8690 3563 1564 3563 14751 6048 2655 6048 23868 23838 12 18 1883 1883 COMMUNITY IMPACT 121133 121133 CAMPAIGN EXPENSES 17061 17061 REPAIRS AND MAINTENANCE 13746 5636 2474 5636 INVESTMENT FEES 5542 5542 9878 4050 1778 4050 1058631 743853 95991 218787 302886 185431 199047 197032 297 3505 627 604495 135975 479120 468520 223413 204539 268355 231280 1473745 1290307 68417 77574 22500 66899 157816 77574 X 814040 605464 501889 607269 1315929 1212733 1473745 1290307 X -24937 -78259 X false true X true false X 1204095 1122803 1122940 976402 1014734 5440974 1204095 1122803 1122940 976402 1014734 5440974 39143 5401831 14004 7147 4970 59900 15851 101872 5542846 222922 0.97460 0.97100 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 223413 12000 -28353 2521 204539 161439 13150 55594 4469 2301 223413 279171 2343 118046 2029 161439 298156 8652 24235 3402 279171 797247 36352 530711 4732 298156 1.00000 true false 504041 59549 444492 15795 8151 7644 84659 68275 16384 468520 ENDOWMENT - FACILITIES 107787 F ENDOWMENT - GENERAL 96752 F 204539 BENEFICIAL INTEREST IN PERPETUAL TRU 231280 231280 X 865819 -78259 -78259 944078 5542 84074 89616 1033694 969015 969015 5542 84074 89616 1058631 SCHEDULE D, PAGE 3, PART X THE FASB ACCOUNTING STANDARDS CODIFICATION PROVIDES FOR RECOGNITION, MEASUREMENT, PRESENTATION AND DISCLOSURE RELATING TO UNCERTAIN TAX POSITIONS. MANAGEMENT IS UNAWARE OF ANY UNCERTAIN INCOME TAX POSITIONS REFLECTED IN THESE FINANCIAL STATEMENTS THAT REQUIRE DISCLOSURE. SCHEDULE D, PAGE 4, PART XI, LINE 4B DESIGNATIONS RECEIVED 84,074 SCHEDULE D, PAGE 4, PART XII, LINE 4B DESIGNATIONS PAID 84,074 true ACADEMIC AND CAREER READINESS - ACC 1304 PLAZA DRIVE BURLINGTON NC 27215 566052379 501C3 26000 COMMUNITY SUPPORT ALAMANCE COUNTY YMCA 1346 S MAIN STREET BURLINGTON NC 27215 560611575 501C3 8124 COMMUNITY SUPPORT ALAMANCE COUNTY MEALS ON WHEELS 508 W DAVIS STREET BURLINGTON NC 27215 561061980 501C3 26502 COMMUNITY SUPPORT ALAMANCE PARTNERSHIP FOR CHILDREN PO BOX 202 BURLINGTON NC 27217 561884459 501C3 15000 COMMUNITY SUPPORT ALLIED CHURCHES OF ALAMANCE COUNTY 3057 S CHURCH STREET BURLINGTON NC 27215 561553388 501C3 25502 COMMUNITY SUPPORT BURLINGTON DEVELOPMENT CORPORATION PO BOX 2380 BURLINGTON NC 27216 561878125 501C3 21876 COMMUNITY SUPPORT CATHOLIC CHARITIES CENTRO LA COMU PO BOX 2061 BURLINGTON NC 27216 560529943 501C3 13748 COMMUNITY SUPPORT CHILDREN'S HOME SOCIETY PO BOX 14608 GREENSBORO NC 27415 560529946 501C3 9002 COMMUNITY SUPPORT CONSUMER CREDIT COUNSELING SERVICE 236 N MEBANE ST SUITE 130 BURLINGTON NC 27217 562061741 501C3 7502 COMMUNITY SUPPORT CROSSROADS SEXUAL ASSAULT RESPONSE PO BOX 673 BURLINGTON NC 27216 561550998 501C3 11996 COMMUNITY SUPPORT FAMILY ABUSE SERVICES OF ALAMANCE C PO BOX 2192 BURLINGTON NC 27216 561198802 501C3 22004 COMMUNITY SUPPORT OPEN DOOR CLINIC OF ALAMANCE COUNTY 221A N GREAHAM-HOPEDALE RD BURLINGTON NC 27217 561794210 501C3 14996 COMMUNITY SUPPORT THE SALVATION ARMY OF ALAMANCE COUN PO BOX 1238 BURLINGTON NC 27216 560543227 501C3 28004 COMMUNITY SUPPORT ELON ACADEMY CAMPUS BOX 2108 ELON NC 27244 560532303 501C3 15002 COMMUNITY SUPPORT WOMEN'S RESOURCE CENTER IN ALAMANC 411-B FIFTH STREET BURLINGTON NC 27215 581917630 501C3 31550 COMMUNITY SUPPORT PIEDMONT HEALTH SERVICES INC 127 KINGSTON DRIVE CHAPEL HILL NC 27514 560952737 501C3 13004 COMMUNITY SUPPORT MEDICATION MANAGEMENT CLINIC PO BOX 202 BURLINGTON NC 27215 560529994 501C3 14000 COMMUNITY SUPPORT SOUTHERN ALAMANCE FAMILY EMPOWERMEN PO BOX 286 SAXAPAHAW NC 27340 462764405 501C3 20000 COMMUNITY SUPPORT CITY GATE DREAM CENTER 1423 N CHURCH STREET BURLINGTON NC 27217 825426624 501C3 25004 COMMUNITY SUPPORT YOUNG MUSICIANS OF ALAMANCE 513 W FRONT STREET BURLINGTON NC 272153768 811286442 501C3 7502 COMMUNITY SUPPORT X FOOD,WATER,TRAI 1 31284 false true false FORM 990 - ORGANIZATION'S MISSION THE MISSION OF UNITED WAY OF ALAMANCE COUNTY IS TO RADICALLY DECREASE THE NUMBER OF FAMILIES IN POVERTY BY ADVANCING SOCIAL EQUITY PRACTICES THAT PROMOTE SOCIAL MOBILITY AND PROVIDE OPPORTUNITIES THAT BUILD A RESILIENT COMMUNITY. UNITED WAY IS COMMITTED TO REDUCING DISPARITIES BY TARGETING FUNDING TO THOSE THAT NEED IT MOST, SPECIFICALLY THOSE LIVING IN POVERTY. WE ARE STILL FUNDING IN THE AREAS OF EDUCATION, HEATH AND FINANCIAL STABILITY, BUT ARE DOING SO INTENTIONALLY TO LIFT UP OUR MOST VULNERABLE POPULATIONS. UNITED WAY OF ALAMANCE COUNTY ENVISIONS A COMMUNITY THAT COMES TOGETHER TO BREAK DOWN BARRIERS, ELIMINATE INEQUITIES, AND END POVERTY. OUR AGENCY IS EQUIPPED TO DO THIS GIVEN OUR ROLES WITHIN THE COMMUNITY AND STRONG PARTNERSHIPS WE HAVE WITH AGENCIES WORKING ALONGSIDE US IN THIS WORK. EACH YEAR, UNITED WAY OF ALAMANCE COUNTY RAISES FUNDS THROUGH SPONSORSHIPS, CORPORATE GIFTS,WORKPLACE CAMPAIGNS AND INCOMING GRANTS IN ORDER TO FUND OUR COMMUNITY'S MOST PRESSING NEEDS. THESE NEEDS ARE IDENTIFIED THROUGH THE COMMUNITY HEALTH ASSESSMENT, CENSUS DATA, AND 211 CALLER DATA (SEE BELOW). UNITED WAY FUNDED PROGRAMS AND AGENCIES IMPACT OVER 30,000 LIVES ANNUALLY IN ALAMANCE COUNTY. FORM 990 FORM 990, PART IV, LINE 28A AND 28C: SCHEDULE L IS NOT REQUIRED BECAUSE BUSINESS TRANSACTIONS WITH INTERESTED PERSONS ARE BELOW THE THRESHOLD OF 100,000 OR THE GREATER OF 10,000 OR 1% OF THE ORGANIZATION'S TOTAL REVENUE FOR THE YEAR. FORM 990, PAGE 2, PART III, LINE 4B COMMUNITY PARTNERSHIPS AND PROGRAMS PARTNERSHIPS INCLUDE BUT NOT LIMITED TO ALAMANCE ACHIEVES; NONPROFIT LEADERSHIP INSTITUTE FOR ALAMANCE COUNTY'S NONPROFIT SECTOR; JUSTICE ADVISORY COUNCIL FOR STEPPING UP; JUVENILE CRIME PREVENTION COUNCIL; ALAMANCE COUNTY DEPT. OF SOCIAL SERVICES; ALAMANCE HOUSING COMMITTEE; LOCAL AREA FOOD PANTRIES. MOST RECENTLY, WE ARE FOCUSING ON HOUSING BY HIRING A HOUSING SPECIALIST THROUGH A GRANT TO SYSTEMATICALLY ADDRESS HOUSING INEQUITIES IN THE COUNTY. ACCESS TO QUALITY, AFFORDABLE HOUSING IS A PRESSING ISSUE AND THE HOUSING SPECIALIST IS WORKING TO CREATE AN EFFICIENT CONTINUUM OF HOUSING RESOURCES AS WELL AS IDENTIFYING NEW SOLUTIONS/PROJECTS. COMMUNITY COUNCIL IS AN ORGANIZATION OF NONPROFITS, COMMUNITY MEMBERS, GOVERNMENT OFFICIALS, ETC. THAT MEET MONTHLY TO DISCUSS PERTINENT AND PRESSING ISSUES. THE COMMUNITY COUNCIL BLOG, WITH OVER 400 SUBSCRIBERS, DISSEMINATES INFORMATION FOR NONPROFITS (EVENTS, RESOURCES, NEEDS, PROGRAMS, ETC.). COMMUNITY COUNCIL IS A PLATFORM USED TO DISCUSS PRESSING ISSUES IN THE COMMUNITY AND INTRODUCE NEW PARTNERSHIPS TO FILL SERVICE GAPS. VOLUNTEER INCOME TAX ASSISTANCE (VITA) PROGRAM IS COMPOSED OF IRS TRAINED VOLUNTEERS THAT ASSIST LOW INCOME (57,000 OR BELOW), DISABLED OR VETERANS IN FILING THEIR TAX RETURNS. 281 RETURNS WERE PREPARED IN 2022 WITH THE ASSISTANCE OF 12 VOLUNTEERS PREPARING TAXES IN PERSON AND VIRTUALLY, AND ONE STAFF PERSON TO OVERSEE THE PROGRAM. 327,792 WERE BROUGHT BACK IN REFUNDS TO THE COUNTY. THIS YEAR, WE ASSISTED WITH ADVOCACY EFFORTS AROUND THE EARNED INCOME TAX CREDIT (EITC) BECAUSE THERE IS SIGNIFICANT DATA LINKING CERTAIN HEALTH OUTCOMES LIKE MENTAL HEALTH AND CHILD/MATERNAL HEALTH TO THE EITC. THROUGH THE WORK WITH THE VITA PROGRAM, WE RECEIVED A GRANT TO HIRE A PUBLIC BENEFITS NAVIGATOR TO ENROLL PEOPLE IN ELIGIBLE BENEFITS, WITH AN EMPHASIS ON THE ACA MARKETPLACE. FORM 990, PART VI FORM 990, PART VI, SECTION A, LINE 2: THE FOLLOWING FAMILY AND/OR BUSINESS RELATIONSHIPS EXIST FOR OFFICERS OR DIRECTORS: KELLY CARLISLE HAS A BUSINESS RELATIONSHIP WITH UNITED WAY OF ALAMANCE COUNTY. JEFF STEIN IS EMPLOYED AT ONE OF THE FUNDED AGENCIES. FORM 990, PAGE 6, PART VI, LINE 11B THE AUDIT COMMITTEE REVIEWS THE 990 WITH THE TAX PREPARER BEFORE IT IS FILED. THE AUDIT COMMITTEE ALSO REVIEWS THE FORM 990 WITH THE BOARD OF DIRECTORS PRIOR TO FILING. FORM 990, PAGE 6, PART VI, LINE 12C BOARD MEMBERS ARE ASKED TO COMPLETE A CONFLICT OF INTEREST POLICY AND LIST AFFILIATIONS AND ASSOCIATIONS ANNUALLY. FORM 990, PAGE 6, PART VI, LINE 15A A PRESIDENT'S REVIEW IS PERFORMED ANNUALLY. FORM 990, PAGE 6, PART VI, LINE 19 FINANCIAL INFORMATION IS AVAILABLE FOR PUBLIC INSPECTION BOTH ON THE INTERNET AND UPON REQUEST. FORM 990, PART XI, LINE 9 DESIGNATIONS RECEIVED -84,074 DESIGNATIONS PAID 84,074 DONOR DESIGNATED PORTION OF INCOME 0 DONOR DESIGNATED PORTION OF EXPENDITURES 0