2023-10-26T15:20:47-04:00 2023-06-30 463054896 GOLDSMITH MOLIS & GRAY PLLC 32 ORANGE ST ASHEVILLE NC 288012914 990 2022-07-01 560890133 HENDERSON COUNTY UNITED WAY INC HEND 8286921636 PO BOX 487 HENDERSONVILLE NC 287930487 DENISE LONG EXECUTIVE DIRECTOR 8286921636 2023-10-17 true DENISE LONG 999009999 true CRYSTAL Z GOLDSMITH CPA P01286671 8282813161 2023-10-25 2022 2023-04-26 12:10:37Z UNITED WAY OF HENDERSON COUNTY DENISE LONG PO BOX 487 HENDERSONVILLE NC 287930487 1288379 false X LIVEUNITEDHC.ORG X 1953 NC IMPROVE THE LIVES OF HENDERSON COUNTY RESIDENTS. 19 19 8 1312 0 1498468 1267254 0 19708 19075 35525 1050 1553701 1287379 721549 625182 0 504293 513305 0 151076 264586 334342 1490428 1472829 63273 -185450 1930884 1787138 611518 623355 1319366 1163783 X TO ORGANIZE AND MOBILIZE COMMUNITY RESOURCES TO IMPROVE LIVES OF HENDERSON COUNTY RESIDENTS. false false 1162288 625182 UNITED WAY OF HENDERSON COUNTY (UWHC) IS IN THE NINTH 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 2022-23 FISCAL YEAR IS OVER 1.28 MILLION. IT NOT ONLY INCLUDES ALLOCATIONS TO 20 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 (FORMERLY FAMILYWIZE), 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 1.73 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 179,222 IN PRESCRIPTION COSTS. NC 2-1- 1, UNITED WAY'S INFORMATION AND REFERRAL HELPLINE, WAS A CRITICALLY IMPORTANT RESOURCE AND MADE 1,469 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 1,300 VOLUNTEERS, PROVIDING OVER 6,400 VOLUNTEER HOURS, VALUED AT OVER 190,000 DURING 2022-23 TO HELP IMPROVE THE COMMUNITY. UWHC HOSTED TWO COMMUNITY-WIDE VOLUNTEER EVENTS, DAYS OF ACTION IN AUGUST 2022, AND DAYS OF CARING DURING THE SPRING OF 2023. MORE THAN 550 COMMUNITY VOLUNTEERS CAME TOGETHER TO WORK ON 31 SERVICE PROJECTS AT 23 HENDERSON COUNTY SCHOOLS AS PART OF DAYS OF ACTION 2022. DAYS OF CARING 2023 BROUGHT MORE THAN 370 VOLUNTEERS OUT TO COMPLETE 36 PROJECTS AT 24 NONPROFIT AGENCIES, INCLUDING ASSISTING WITH THE NALC LETTER CARRIERS FOOD DRIVE, WHICH COLLECTED OVER 16,000 POUNDS OF FOOD FOR LOCAL FOOD PANTRIES. WOMEN UNITED, A LEADERSHIP GIVING AFFINITY GROUP, HAD A BUSY SEVENTH YEAR. DURING THE 2022-2023 YEAR, THERE WERE 91 MEMBERS. THESE WOMEN CONTINUED TO SUPPORT GIRLS EMPOWERED (GEM), AN AFTER-SCHOOL OPPORTUNITY THAT SERVED 48 AT-RISK FIFTH GRADE GIRLS AT UPWARD AND HILLANDALE ELEMENTARY SCHOOLS AND 8TH GRADE GIRLS AT HENDERSONVILLE MIDDLE SCHOOL. THE GEM PROGRAM PROVIDED THE PARTICIPATING GIRLS WITH SESSIONS ON CAREER DEVELOPMENT AND SELF- ESTEEM. WU MEMBERS SERVED AS GUEST SPEAKERS, VOLUNTEERS, MENTORS, AND CHAPERONES. THE GEM GIRLS RECEIVED EDUCATIONAL PRESENTATIONS FROM A VARIETY OF WOMEN PROFESSIONALS, ENJOYED TOURS OF DOWNTOWN WOMEN-OWNED BUSINESSES, AND RECEIVED SELF-CARE KITS AND BACKPACKS FILLED WITH SCHOOL SUPPLIES. WOMEN UNITED MEMBERS ALSO DONATED DIAPERS AND BABY SUPPLIES WORTH 430 TO CHILDREN AND FAMILY RESOURCE CENTER, EMERGENCY CLOTHING ITEMS VALUED AT 1,709 TO LOCAL SCHOOLS, AND COLLECTED BOOKS WORTH 1,524 FOR FOSTER CARE FAMILIES, AND TOYS AND CLOTHING FOR 50 CHILDREN DURING THE HOLIDAYS VALUED AT 8,750. THE UNITED WAY BOARD OF DIRECTORS WORKED WITH A CONSULTANT DURING THE PAST YEAR TO CREATE A NEW FIVE-YEAR 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. UNITED WAY OF HENDERSON COUNTY ALSO LAUNCHED A FUNDRAISER TO SUPPORT THE EFFORTS OF 13 LOCAL FOOD PANTRIES AND DISTRIBUTION SITES ACROSS THE COUNTY AND RAISED OVER 50,000 TO HELP FIGHT HUNGER IN OUR COMMUNITY. 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 2022 THE LEAGUE DIRECTED THIS FUNDING TO SUPPORT THE FUNDRAISER FOR LOCAL FOOD PANTRIES TO HELP MEET THE GROWING NEED FOR FOOD ASSISTANCE. UWHC RECEIVED AND USED GIFTS IN-KIND VALUED AT OVER 343,217. THIS COVERED DONATED ITEMS, PRINTING, SUPPLIES, AND VARIOUS MEDIA RESOURCES SUCH AS NEWSPAPER AND RADIO. ADDITIONALLY, UWHC SECURED CORPORATE SPONSORSHIPS TOTALING OVER 77,000 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 445,000 IN GRANTS TO LOCAL NONPROFIT AGENCIES, BUT WE ALSO RAISED AN ADDITIONAL 157,000 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 9 %. 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 13TH 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 2022-23, 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. UWHC ALSO CONVENES COMMUNITY CONVERSATIONS ON IMPORTANT ISSUES. IN 2022-23, WE PROVIDED FREE EQUITY TRAINING FOR 80 UNITED WAY VOLUNTEERS, DONORS, AND BOARD MEMBERS, AND AN EXTENDED FOUR-PART SERIES OF EQUITY TRAINING FOR 30 LOCAL NONPROFIT LEADERS. UNITED 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 OVER 16,000 IN GRANTS, HENDERSON COUNTY HOMELESS COALITION, HENDERSONVILLE CONNECTION CENTER, HENDERSON COUNTY HEALTH DEPARTMENT COMMUNITY HEALTH ASSESSMENT ACTION TEAMS (PHYSICAL ACTIVITY AND NUTRITION, SUBSTANCE ABUSE, AFFORDABLE HOUSING), 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. 1162288 true true false false false false false false false false true false false true true true true false false false false false false false false false false true false false false false false false false false false false false false false false false false false false false true 10 0 true 8 true false false false false false false false false false false false false false false X 19 19 false false false false false false false true true false false true true true true true true true false false X X X ROBIN MORGAN 8286921636 722 5TH AVENUE WEST HENDERSONVILLE NC 28739 AGUILERA-JOHNSON PAULA MEMBER/NP RE 1.00 X 0 0 0 ALBRECHT TAMMY BOARD MEMBER 1.00 X 0 0 0 BARTLEY KYLE STRATIGIC PL 2.00 X 0 0 0 BUNCH KRISTEN SECRETARY 2.00 X X 0 0 0 CANNING JOE RESOURCE DEV 1.00 X 0 0 0 CARPENTER PAULINE BOARD MEMBER 1.00 X 0 0 0 COMBS PAM BOARD MEMBER 1.00 X 0 0 0 GOULD DEBI BOARD MEMBER 1.00 X 0 0 0 HOLBROOK SYLINA BOARD MEMBER 1.00 X 0 0 0 HOLLOWAY LEW CHAIR 2.00 X X 0 0 0 HOLT AMY LYNN BOARD MEMBER 1.00 X 0 0 0 MCMINN KIMBELA BOARD MEMBER 1.00 X 0 0 0 MURRILL TOM BOARD MEMBER 1.00 X 0 0 0 NUDD BRANDON BOARD MEMBER 1.00 X 0 0 0 REYNOLDS MICHELLE BOARD MEMBER 1.00 X 0 0 0 RUSHING TRINA CIC CHAIR/VI 2.00 X X 0 0 0 TIRRELL SHARON BOARD MEMBER 1.00 X 0 0 0 TODD KEVIN BOARD MEMBER 1.00 X 0 0 0 TRACZ MICHELLE TREASURER 2.00 X X 0 0 0 ZEMLA MISTY BOARD MEMBER 1.00 X 0 0 0 DENISE LONG EXECUTIVE DI 37.50 X 94558 0 21397 94558 21397 false false false 26716 1240538 1267254 3523 3523 1050 1050 1050 1050 16552 1000 16552 -1000 15552 15552 1287379 20125 625182 625182 94558 54844 19857 19857 314713 182533 66090 66090 75400 43732 15834 15834 28634 16608 6013 6013 19474 6816 12658 3889 3889 3163 1107 2056 7679 6772 907 6766 1947 706 4113 30775 13208 12783 4784 968 562 203 203 17971 10945 3513 3513 19099 19099 16438 9533 3453 3452 13687 7939 2874 2874 SUPPLIES 140317 121556 753 18008 BOARD/STAFF DEVELOPMENT 29788 27740 1024 1024 CONTRACT SERVICES 14384 8343 3020 3021 EQUIPMENT 5747 3333 1207 1207 4197 489 3532 176 1472829 1162288 159465 151076 220625 25901 550954 529477 371310 398397 125144 101968 10466 8438 466516 304819 139450 161697 512935 561260 1930884 1787138 27265 25618 584253 573764 23973 611518 623355 X 1194366 1163783 125000 1319366 1163783 1930884 1787138 X -185450 30357 -490 X false true X true false X 1489410 1985069 1846433 1498468 1267254 8086634 1489410 1985069 1846433 1498468 1267254 8086634 8086634 32548 32880 35017 27859 4573 132877 3000 7920 10920 8230431 0.98250 0.98000 X PART II, LINE 10 OTHER INCOME 10,920 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 316201 210111 106090 150315 94708 55607 161697 ASSETS HELD BY OTHERS 477873 LIFE INSURANCE CASH SURRENDER VALUE 59414 OPERATING LEASE RIGHT OF USE ASSETS 23973 561260 OPERATING LEASE LIABILITY 23973 23973 X 1492626 30357 342726 373083 1119543 167836 167836 1287379 1648209 343216 343216 1304993 167836 167836 1472829 SCHEDULE D, PAGE 3, PART X 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. SCHEDULE D, PAGE 4, PART XI, LINE 2D IN-KIND CONTRIBUTIONS 342,726 SCHEDULE D, PAGE 4, PART XI, LINE 4B DESIGNATED DONATIONS 167,836 SCHEDULE D, PAGE 4, PART XII, LINE 2D GIK - ADVERTISING 18,167 GIK - SUPPLIES 312,647 GIK - REPAIRS & MAINT 1,275 GIK - MEETING EXPENSE 8,927 GIK - BOARD DEVELOPMENT 1,500 GIK - PRINTING & COPYING 700 SCHEDULE D, PAGE 4, PART XII, LINE 4B DESIGNATED DONATIONS 167,836 true 2-1-1 UWNC 211 PROGRAM 1130 KILDAIRE FARM ROAD CARY NC 27511 560564547 501C3 9303 GENERAL SUPPORT ASPIRE YOUTH & FAMILY INC PO BOX 250 BALSAM NC 28707 300466165 501C3 5475 GENERAL SUPPORT BIG BROTHERS BIG SISTERS OF WNC 50 S FRENCH BROAD AVE 213 ASHEVILLE NC 28801 581505917 501C3 7234 GENERAL SUPPORT LITERACY CONNECTION AKA BLUE RIDGE LITERACY COUNCIL PO BOX 1728 HENDERSONVILLE NC 28793 561691110 501C3 39557 GENERAL SUPPORT BOYS & GIRLS CLUB OF HENDERSON CO PO BOX 1460 HENDERSONVILLE NC 28793 561803125 501C3 73528 GENERAL SUPPORT CALVARY EPISCOPAL CHURCH FOOD PANTR PO BOX 187 FLETCHER NC 28732 611657546 501C3 9910 GENERAL SUPPORT CHILDREN & FAMILY RESOURCE CENTER 851 CASE STREET HENDERSONVILLE NC 28792 562113878 501C3 44150 GENERAL SUPPORT COUNCIL ON AGING - MEALS ON WHEELS 105 KING CREEK BOULEVARD HENDERSONVILLE NC 28792 560936674 501C3 19232 GENERAL SUPPORT FOUR SEASONS CFL - ANGEL FUND FOR H 221 N MAIN STREET HENDERSONVILLE NC 28792 561252665 501C3 9440 GENERAL SUPPORT FREE CLINICS 841 CASE STREET HENDERSONVILLE NC 28792 562212024 501C3 22739 GENERAL SUPPORT HABITAT FOR HUMANITY 1111 KEITH STREET HENDERSONVILLE NC 28792 561642263 501C3 32879 GENERAL SUPPORT HELPING HAND DEVELOPMENT CENTER PO BOX 222 EAST FLAT ROCK NC 28726 510138781 501C3 13252 GENERAL SUPPORT HOPE COALITION 101 S GROVE STREET HENDERSONVILLE NC 28792 861730600 501C3 8190 GENERAL SUPPORT HOUSING ASSISTANCE 214 N KING STREET HENDERSONVILLE NC 28739 581831757 501C3 30000 GENERAL SUPPORT INTERFAITH ASSISTANCE MINISTRY PO BOX 2562 HENDERSONVILLE NC 28793 581556963 501C3 6037 GENERAL SUPPORT MANNA FOOD BANK 627 SWANNANOA RIVER ROAD ASHEVILLE NC 28805 581514800 501C3 30068 GENERAL SUPPORT MEDICAL LOAN CLOSET 1225 7TH AVENUE E HENDERSONVILLE NC 28792 262933780 501C3 5304 GENERAL SUPPORT MOUNTAIN CARE PO BOX 5956 ASHEVILLE NC 28813 562005198 501C3 9641 GENERAL SUPPORT ON TRACK - AFFORDABLE HOUSING SRVC 50 SOUTH FRENCH BOULEVARD 227 ASHEVILLE NC 28801 561056077 501C3 5953 GENERAL SUPPORT PISGAH LEGAL SERVICES PO BOX 2276 ASHEVILLE NC 28802 561191115 501C3 43975 GENERAL SUPPORT SAFELIGHT 133 FIFTH AVENUE WEST HENDERSONVILLE NC 28792 561469847 501C3 40355 GENERAL SUPPORT SIXTH AVENUE PSYCHIATRIC REHAB THRIVE 218 WEST ALLEN SUITE B HENDERSONVILLE NC 28739 205599815 501C3 38908 GENERAL SUPPORT SMART START OF HENDERSON COUNTY 525 N JUSTICE ST HENDERSONVILLE NC 28739 562092325 501C3 25260 GENERAL SUPPORT THE STOREHOUSE 1049 SPARTANBURG HIGHWAY HENDERSONVILLE NC 28739 010787966 501C3 5285 GENERAL SUPPORT PARDEE HOSPITAL FOUNDATION 561 FLEMING STREET HENDERSONVILLE NC 28739 561930028 501C3 17208 GENERAL SUPPORT UNITED WAY ASHEVILLE 50 S FRENCH BROAD AVENUE ASHEVILLE NC 28801 560576157 501C3 15725 GENERAL SUPPORT VOCATIONAL SOLUTIONS OF HENDERSON C 2110 SPARTANBURG HIGHWAY EAST FLAT ROCK NC 28726 560897854 501C3 10000 GENERAL SUPPORT YMCA OF WNC 810 WEST 6TH AVENUE HENDERSONVILLE NC 28739 560530013 501C3 7346 GENERAL SUPPORT SCHEDULE I, PAGE 1, PART I, LINE 2 UWHC MONITORS GRANTS AND ASSISTANCE PROVIDED VIA AN ALLOCATIONS PROCESS. A UWHC 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. FORM 990, PAGE 2, PART III, LINE 4A UNITED WAY OF HENDERSON COUNTY (UWHC) IS IN THE NINTH 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 2022-23 FISCAL YEAR IS OVER 1.28 MILLION. IT NOT ONLY INCLUDES ALLOCATIONS TO 20 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 (FORMERLY FAMILYWIZE), 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 1.73 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 179,222 IN PRESCRIPTION COSTS. NC 2-1- 1, UNITED WAY'S INFORMATION AND REFERRAL HELPLINE, WAS A CRITICALLY IMPORTANT RESOURCE AND MADE 1,469 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 1,300 VOLUNTEERS, PROVIDING OVER 6,400 VOLUNTEER HOURS, VALUED AT OVER 190,000 DURING 2022-23 TO HELP IMPROVE THE COMMUNITY. UWHC HOSTED TWO COMMUNITY-WIDE VOLUNTEER EVENTS, DAYS OF ACTION IN AUGUST 2022, AND DAYS OF CARING DURING THE SPRING OF 2023. MORE THAN 550 COMMUNITY VOLUNTEERS CAME TOGETHER TO WORK ON 31 SERVICE PROJECTS AT 23 HENDERSON COUNTY SCHOOLS AS PART OF DAYS OF ACTION 2022. DAYS OF CARING 2023 BROUGHT MORE THAN 370 VOLUNTEERS OUT TO COMPLETE 36 PROJECTS AT 24 NONPROFIT AGENCIES, INCLUDING ASSISTING WITH THE NALC LETTER CARRIERS FOOD DRIVE, WHICH COLLECTED OVER 16,000 POUNDS OF FOOD FOR LOCAL FOOD PANTRIES. WOMEN UNITED, A LEADERSHIP GIVING AFFINITY GROUP, HAD A BUSY SEVENTH YEAR. DURING THE 2022-2023 YEAR, THERE WERE 91 MEMBERS. THESE WOMEN CONTINUED TO SUPPORT GIRLS EMPOWERED (GEM), AN AFTER-SCHOOL OPPORTUNITY THAT SERVED 48 AT-RISK FIFTH GRADE GIRLS AT UPWARD AND HILLANDALE ELEMENTARY SCHOOLS AND 8TH GRADE GIRLS AT HENDERSONVILLE MIDDLE SCHOOL. THE GEM PROGRAM PROVIDED THE PARTICIPATING GIRLS WITH SESSIONS ON CAREER DEVELOPMENT AND SELF- ESTEEM. WU MEMBERS SERVED AS GUEST SPEAKERS, VOLUNTEERS, MENTORS, AND CHAPERONES. THE GEM GIRLS RECEIVED EDUCATIONAL PRESENTATIONS FROM A VARIETY OF WOMEN PROFESSIONALS, ENJOYED TOURS OF DOWNTOWN WOMEN-OWNED BUSINESSES, AND RECEIVED SELF-CARE KITS AND BACKPACKS FILLED WITH SCHOOL SUPPLIES. WOMEN UNITED MEMBERS ALSO DONATED DIAPERS AND BABY SUPPLIES WORTH 430 TO CHILDREN AND FAMILY RESOURCE CENTER, EMERGENCY CLOTHING ITEMS VALUED AT 1,709 TO LOCAL SCHOOLS, AND COLLECTED BOOKS WORTH 1,524 FOR FOSTER CARE FAMILIES, AND TOYS AND CLOTHING FOR 50 CHILDREN DURING THE HOLIDAYS VALUED AT 8,750. THE UNITED WAY BOARD OF DIRECTORS WORKED WITH A CONSULTANT DURING THE PAST YEAR TO CREATE A NEW FIVE-YEAR 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. UNITED WAY OF HENDERSON COUNTY ALSO LAUNCHED A FUNDRAISER TO SUPPORT THE EFFORTS OF 13 LOCAL FOOD PANTRIES AND DISTRIBUTION SITES ACROSS THE COUNTY AND RAISED OVER 50,000 TO HELP FIGHT HUNGER IN OUR COMMUNITY. 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 2022 THE LEAGUE DIRECTED THIS FUNDING TO SUPPORT THE FUNDRAISER FOR LOCAL FOOD PANTRIES TO HELP MEET THE GROWING NEED FOR FOOD ASSISTANCE. UWHC RECEIVED AND USED GIFTS IN-KIND VALUED AT OVER 343,217. THIS COVERED DONATED ITEMS, PRINTING, SUPPLIES, AND VARIOUS MEDIA RESOURCES SUCH AS NEWSPAPER AND RADIO. ADDITIONALLY, UWHC SECURED CORPORATE SPONSORSHIPS TOTALING OVER 77,000 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 445,000 IN GRANTS TO LOCAL NONPROFIT AGENCIES, BUT WE ALSO RAISED AN ADDITIONAL 157,000 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 9 %. 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 13TH 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 2022-23, 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. UWHC ALSO CONVENES COMMUNITY CONVERSATIONS ON IMPORTANT ISSUES. IN 2022-23, WE PROVIDED FREE EQUITY TRAINING FOR 80 UNITED WAY VOLUNTEERS, DONORS, AND BOARD MEMBERS, AND AN EXTENDED FOUR-PART SERIES OF EQUITY TRAINING FOR 30 LOCAL NONPROFIT LEADERS. UNITED 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 OVER 16,000 IN GRANTS, HENDERSON COUNTY HOMELESS COALITION, HENDERSONVILLE CONNECTION CENTER, HENDERSON COUNTY HEALTH DEPARTMENT COMMUNITY HEALTH ASSESSMENT ACTION TEAMS (PHYSICAL ACTIVITY AND NUTRITION, SUBSTANCE ABUSE, AFFORDABLE HOUSING), 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, PAGE 6, PART VI EACH YEAR THERE IS A NON-PROFIT REPRESENTATIVE ON THE BOARD. THEY ARE ASKED TO SIT ON THE BOARD TO REPRESENT PARTNER AGENCIES. FORM 990, PAGE 6, PART VI, LINE 11B THE 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, PAGE 6, PART VI, LINE 12C A 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, PAGE 6, PART VI, LINE 15A THE 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, PAGE 6, PART VI, LINE 19 GOVERNING 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 IN-KIND CONTRIBUTIONS 342,726 DESIGNATED DONATIONS -167,836 GIK - ADVERTISING -18,167 GIK - SUPPLIES -312,647 GIK - REPAIRS & MAINT -1,275 GIK - MEETING EXPENSE -8,927 GIK - BOARD DEVELOPMENT -1,500 GIK - PRINTING & COPYING -700 DESIGNATED DONATIONS 167,836 GIFT IN KIND EXPENSE IN EXCESS OF INCOME 0 TOTAL -490