2025-05-15T11:02:00-04:00 2024-06-30 383828234 CARTER P C 301 COLLEGE ST STE 320 ASHEVILLE NC 288012449 990 2023-07-01 560576157 UNITED WAY OF ASHEVILLE AND BUNCOMBE COUNTY INC UNIT 8282550696 50 SOUTH FRENCH BROAD AVE ASHEVILLE NC 28801 DANIEL LEROY CEO 8282101142 2025-05-15 true true ALAN TOLER P01522061 8282599900 2025-05-15 2023 2025-03-06 01:10:19Z DANIEL LEROY 50 SOUTH FRENCH BROAD AVE ASHEVILLE NC 28801 7555624 false X HTTP://WWW.UNITEDWAYABC.ORG X 1952 NC WE ARE DEDICATED TO BUILDING A STRONG, CARING COMMUNITY WHERE RESIDENTS ARE EDUCATED, FINANCIALLY STABLE AND HEALTHY. 27 27 69 776 0 4292681 6039423 713123 55000 31132 82845 41629 47640 5078565 6224908 749673 1210363 0 3324288 2990653 0 914731 1199880 1242221 5273841 5443237 -195276 781671 8032072 8437509 1252084 612806 6779988 7824703 X WE MOBILIZE AND SUPPORT A ROBUST NETWORK OF PEOPLE, PARTNERS, AND RESOURCES TO CO-CREATE OPPORTUNITIES FOR EVERY PERSON IN OUR COMMUNITY TO LIVE FREE FROM POVERTY AND INJUSTICE. false false 3909558 1084863 COMMUNITY SCHOOLS EVERY CHILD DESERVES THE CHANCE TO REACH THEIR FULL POTENTIAL. UNITED WAY IS COMMITTED TO WORKING WITH COMMUNITY PARTNERS TO CLEAR THE PATH TO SUCCESS, FROM EARLY CHILDHOOD THROUGH COLLEGE AND CAREER. OUR STAFF SHOW UP TO WORK EVERY DAY IN ONE OF NINE PUBLIC SCHOOLS WHERE THEY ARE RESPONSIBLE FOR ALIGNING RESOURCES AND PARTNERSHIPS TO CREATE HUBS OF SUPPORT FOR STUDENTS AND FAMILIES. IN FY 24, ONE EXAMPLE INVESTMENT AND PROGRAM RESULT: WE NOW HAVE THREE FULLY FUNCTIONING SCHOOL-BASED HEALTH CENTERS ON SCHOOL CAMPUSES THAT PROVIDE A RANGE OF PHYSICAL, DENTAL, EYE, AND MENTAL HEALTH SERVICES. RESULTS: 1,131 STUDENTS WERE SEEN AT THE SCHOOL-BASED HEALTH CENTERS; 94% OF THE STUDENTS WERE ABLE TO RETURN TO CLASS AFTER THEIR VISIT. UNITED FOR YOUTH THIS MULTI-GENERATIONAL, CROSS-SECTOR, CRADLE-TO-CAREER PARTNERSHIP WAS FORGED BETWEEN ASHEVILLE CITY SCHOOLS, BUNCOMBE COUNTY SCHOOLS, UNITED WAY OF ASHEVILLE AND BUNCOMBE COUNTY, AND REPRESENTATIVES OF LOCAL HEALTH, SOCIAL SERVICE, HIGHER EDUCATION, AND YOUTH SERVICES COMMUNITY PARTNERS. ENSURING THAT BY 2035, ALL YOUTH GRADUATE FROM HIGH SCHOOL READY TO ACHIEVE THEIR GOALS AND DREAMS IS THE GROUP'S BOLD COMMUNITY GOAL. THE UNITED FOR YOUTH LEADERSHIP TEAM, WHICH INCLUDED MEMBERS REPRESENTING EACH SCHOOL DISTRICT, CITY, AND COUNTY GOVERNMENTS, ALONGSIDE 14 OTHER KEY PARTNERS, MET THROUGHOUT THE YEAR TO OUTLINE THE STRATEGY FOR DOING JUST THAT. MOBILIZING VOLUNTEERS THE VOLUNTEER CENTER OF UNITED WAY, HANDS ON ASHEVILLE-BUNCOMBE, MAKES IT EASY FOR INDIVIDUALS AND GROUPS TO GET INVOLVED IN MEANINGFUL VOLUNTEER OPPORTUNITIES WITH LOCAL NONPROFIT ORGANIZATIONS AND SCHOOLS. OUR STAFF ALSO WORKS CLOSELY WITH LOCAL BUSINESSES, PROVIDING WAYS FOR TEAMS TO SUPPORT OUR COMMUNITY. IN FY 24, A TOTAL OF 779 VOLUNTEERS PARTICIPATED IN 2,390 SERVICE OPPORTUNITIES, SUPPORTING THE MISSIONS OF OUR COMMUNITY SCHOOLS AND UNITED FOR YOUTH PARTNER ORGANIZATIONS. 3909558 true true false true false false false false false true true true false false true true true false false false false false false false false false false true true true false false false false false false false false true false false false false false false false false true 92 1 69 true false false false false false false false false false false false false X 27 27 false false false false false false false true true false false true true true true true true true true false X X X APRIL LAMBERT 8282101142 50 SOUTH FRENCH BROAD AVE ASHEVILLE NC 28801 HIMANSHU KARVIR CHAIR 3.00 X X 0 0 0 HEATHER GOLDSTEIN CHAIR ELECT 3.00 X X 0 0 0 ZO MPOFU VICE CHAIR 3.00 X X 0 0 0 BEN T CRAIG JR TREASURER 3.00 X X 0 0 0 ANDREW GMITTER SECRETARY 2.00 X X 0 0 0 SUSANNE SWANGER PAST CHAIR 2.00 X X 0 0 0 TIM BUGG DIRECTOR 2.00 X 0 0 0 GIANNINA CALLEJAS DIRECTOR 2.00 X 0 0 0 DEBRA CAMPBELL DIRECTOR 2.00 X 0 0 0 SHELIA CHRISTOFALOS DIRECTOR 2.00 X 0 0 0 JAMYE DAVIS DIRECTOR 2.00 X 0 0 0 DIONNE GREENLEE-JONES DIRECTOR 2.00 X 0 0 0 AMY HANKS DIRECTOR 2.00 X 0 0 0 DR WILLIAM HATHAWAY DIRECTOR 2.00 X 0 0 0 MELISSA HEDT DIRECTOR 2.00 X 0 0 0 LAYTON HOWER DIRECTOR 2.00 X 0 0 0 TYSHAUN JOHNSON DIRECTOR 2.00 X 0 0 0 ROBERT MCARTHUR DIRECTOR 2.00 X 0 0 0 KEVIN MCDONALD DIRECTOR 2.00 X 0 0 0 EMMA OLSON DIRECTOR 2.00 X 0 0 0 JENNIFER RYAN REED DIRECTOR 2.00 X 0 0 0 ASHLEY SMITH DIRECTOR 2.00 X 0 0 0 JOHN SUTTON JR DIRECTOR 2.00 X 0 0 0 MAUI C VANG DIRECTOR 2.00 X 0 0 0 GLENN WILCOX SR DIRECTOR 2.00 X 0 0 0 ANGELICA WIND DIRECTOR 2.00 X 0 0 0 DAVID G WORLEY DIRECTOR 2.00 X 0 0 0 KHABONINA BERESFORD DIRECTOR THR 2.00 X 0 0 0 CHIP CRAIG DIRECTOR THR 2.00 X 0 0 0 DANIEL LEROY CEO 40.00 X X 151896 0 2177 APRIL LAMBERT VP FINANCE 40.00 X 95094 0 1315 MICHAEL EDWARDS VP COMMUNITY 40.00 X 110906 0 1496 357896 4988 2 false true false 6039423 63542 6039423 SERVICE FEES 624200 55000 55000 55000 41385 41385 210696 163056 47640 47640 47640 1209120 1167660 41460 41460 41460 6224908 55000 130485 200000 200000 1010363 1010363 250483 54386 118402 77695 2076468 1509907 145070 421491 119524 80408 13526 25590 362604 245064 40907 76633 181574 122152 20548 38874 413091 256655 93777 62659 75735 40194 5510 30031 334002 184835 114857 34310 134759 25062 46639 63058 139199 121576 6046 11577 409 409 60106 40572 9015 10519 22727 15152 3496 4079 62193 3232 746 58215 5443237 3909558 618948 914731 907624 44853 1288568 1432009 119274 205704 13815 29646 4672239 2152306 1873999 2519933 1312893 1385662 2515899 2819702 8032072 8437509 462491 370399 786366 202837 3227 39570 1252084 612806 X 5473955 6532362 1306033 1292341 6779988 7824703 8032072 8437509 781671 263044 X false true X true false X 3836688 5435498 5510640 4282681 5913973 24979480 3836688 5435498 5510640 4282681 5913973 24979480 2359276 22620204 344595 276661 267452 23596 41385 953689 25933169 2040818 0.87220 0.84560 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3909558 3909558 345478 86370 366772 359070 352595 345478 1423915 2135873 91693 89768 88149 86370 355980 533970 2515899 495000 216809 -387560 -20446 2819702 2459822 170717 -94260 -20380 2515899 2791110 106939 -330116 -84430 -23681 2459822 2316259 10292 561991 76580 20852 2791110 2042515 374865 -13362 70020 17739 2316259 1.00000 true false 100420 100420 4045222 1691985 2353237 518692 458616 60076 7905 1705 6200 2519933 BENEFICIAL INTEREST IN ENDOWMENT 2819702 F 2819702 BANK OVERDRAFTS 36343 SECURITY DEPOSITS 3227 39570 X 6416356 263044 2954 265998 6150358 74550 74550 6224908 5371641 2954 2954 5368687 74550 74550 5443237 SCHEDULE D, PAGE 2, PART V, LINE 4 THE PURPOSE OF THE ENDOWMENT IS TO PROVIDE THE UNITED WAY WITH OPERATING FUNDS. THE UNITED WAY RECEIVES 4% OF THE ENDOWMENT'S ASSETS PER YEAR FOR GENERAL OPERATIONS. THE FUND IS HELD BY THE COMMUNITY FOUNDATION OF WESTERN NORTH CAROLINA, AN UNRELATED ORGANIZATION. SCHEDULE D, PAGE 3, PART X THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SEC 501(C)(3) OF THE INTERNAL REVENUE CODE, EXCEPT ON NET INCOME DERIVED FROM UNRELATED BUSINESS ACTIVITIES. THE ORGANIZATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIALS TO THE FINANCIAL STATEMENTS. THE ORGANIZATION'S RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990) FOR THE YEARS ENDED JUNE 30, 2023, 2022, AND 2021, ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED. SCHEDULE D, PAGE 4, PART XI, LINE 4B DESIGNATED CONTRIBUTIONS 74,550 SCHEDULE D, PAGE 4, PART XII, LINE 4B DESIGNATED GRANTS PAID 74,550 true MDTMT 3 HUNT HILL PL ASHEVILLE NC 28801 461815662 501C3 50000 YOUTH DEVELOPMENT PROJECT LIGHTEN UP 486 CARIBOU RD ASHEVILLE NC 28803 331197792 501C3 100000 EDUCATIONAL OPPORTUN SHILOH COMMUNITY ASSOCIATION 520 CARIBOU RD ASHEVILLE NC 28803 562502192 501C3 50000 3 HOMEWORK DINNERS 2426 133247 BOOK FOOD & SUPPLIES COMMUNITY SCHOOLS 7648 627116 BOOK SUPPLIES & SERV UNITED 4 YOUTH 4 250000 BOOK CAREER DEVELOPM SCHEDULE I, PAGE 1, PART I, LINE 2 ACCOUNTABILITY IS MEASURED THROUGHOUT THE YEAR. DURING THE FUNDING CYCLE, UNITED WAY REVIEWS APPLICATIONS TO ENSURE THAT EACH ORGANIZATION APPLYING FOR AND RECEIVING PROGRAM FUNDING MEETS SPECIFIC FINANCIAL AND RESULTS-BASED REQUIREMENTS. FUNDED ORGANIZATIONS MUST CONFIRM IN WRITING THAT THEY HAVE AN AUDIT OR END OF YEAR FINANCIAL REVIEW CONDUCTED ANNUALLY AND THAT THE BOARD OF DIRECTORS REVIEWS FINANCIAL STATEMENTS AT LEAST QUARTERLY. ORGANIZATIONS ARE ALSO REQUIRED TO SUBMIT A FINAL RESULTS REPORT AT THE CONCLUSION OF EACH ANNUAL FUNDING CYCLE. X X X false false false false false false false false false DANIEL LEROY CEO 151896 2177 154073 X 4 63542 FAIR MARKET VALUE false true false SCHEDULE M, PAGE 2, PART II 4 DONORS FOR STOCK SALES. FORM 990, PAGE 1, PART I, LINE 6 VOLUNTEERS PROVIDED APPROXIMATELY 1,989 HOURS OF SERVICE TO THE ORGANIZATION IN 1,657 SLOTS THIS FISCAL YEAR. THIS IS APPROXIMATELY 62,932 OF COMMUNITY IMPACT VALUE. FORM 990, PAGE 2, PART III, LINE 4A COMMUNITY SCHOOLS EVERY CHILD DESERVES THE CHANCE TO REACH THEIR FULL POTENTIAL. UNITED WAY IS COMMITTED TO WORKING WITH COMMUNITY PARTNERS TO CLEAR THE PATH TO SUCCESS, FROM EARLY CHILDHOOD THROUGH COLLEGE AND CAREER. OUR STAFF SHOW UP TO WORK EVERY DAY IN ONE OF NINE PUBLIC SCHOOLS WHERE THEY ARE RESPONSIBLE FOR ALIGNING RESOURCES AND PARTNERSHIPS TO CREATE HUBS OF SUPPORT FOR STUDENTS AND FAMILIES. IN FY 24, ONE EXAMPLE INVESTMENT AND PROGRAM RESULT: WE NOW HAVE THREE FULLY FUNCTIONING SCHOOL-BASED HEALTH CENTERS ON SCHOOL CAMPUSES THAT PROVIDE A RANGE OF PHYSICAL, DENTAL, EYE, AND MENTAL HEALTH SERVICES. RESULTS: 1,131 STUDENTS WERE SEEN AT THE SCHOOL-BASED HEALTH CENTERS; 94% OF THE STUDENTS WERE ABLE TO RETURN TO CLASS AFTER THEIR VISIT. UNITED FOR YOUTH THIS MULTI-GENERATIONAL, CROSS-SECTOR, CRADLE-TO-CAREER PARTNERSHIP WAS FORGED BETWEEN ASHEVILLE CITY SCHOOLS, BUNCOMBE COUNTY SCHOOLS, UNITED WAY OF ASHEVILLE AND BUNCOMBE COUNTY, AND REPRESENTATIVES OF LOCAL HEALTH, SOCIAL SERVICE, HIGHER EDUCATION, AND YOUTH SERVICES COMMUNITY PARTNERS. ENSURING THAT BY 2035, ALL YOUTH GRADUATE FROM HIGH SCHOOL READY TO ACHIEVE THEIR GOALS AND DREAMS IS THE GROUP'S BOLD COMMUNITY GOAL. THE UNITED FOR YOUTH LEADERSHIP TEAM, WHICH INCLUDED MEMBERS REPRESENTING EACH SCHOOL DISTRICT, CITY, AND COUNTY GOVERNMENTS, ALONGSIDE 14 OTHER KEY PARTNERS, MET THROUGHOUT THE YEAR TO OUTLINE THE STRATEGY FOR DOING JUST THAT. MOBILIZING VOLUNTEERS THE VOLUNTEER CENTER OF UNITED WAY, HANDS ON ASHEVILLE-BUNCOMBE, MAKES IT EASY FOR INDIVIDUALS AND GROUPS TO GET INVOLVED IN MEANINGFUL VOLUNTEER OPPORTUNITIES WITH LOCAL NONPROFIT ORGANIZATIONS AND SCHOOLS. OUR STAFF ALSO WORKS CLOSELY WITH LOCAL BUSINESSES, PROVIDING WAYS FOR TEAMS TO SUPPORT OUR COMMUNITY. IN FY 24, A TOTAL OF 779 VOLUNTEERS PARTICIPATED IN 2,390 SERVICE OPPORTUNITIES, SUPPORTING THE MISSIONS OF OUR COMMUNITY SCHOOLS AND UNITED FOR YOUTH PARTNER ORGANIZATIONS. FORM 990, PAGE 6, PART VI, LINE 11B THE RETURN WAS PREPARED BY AN INDEPENDENT ACCOUNTANT WITH ASSISTANCE AND OVERSIGHT BY MANAGEMENT. UPON COMPLETION AND REVIEW, THE RETURN WAS PRESENTED TO THE FINANCE AND EXECUTIVE COMMITTEES AND DISTRIBUTED TO THE FULL BOARD PRIOR TO SUBMISSION TO THE IRS. FORM 990, PAGE 6, PART VI, LINE 12C AT THE FIRST BOARD MEETING OF THE YEAR, BOARD MEMBERS ARE REQUIRED TO COMPLETE THE CONFLICT OF INTEREST POLICY, DISCLOSING ANY POTENTIAL CONFLICTS. THIS IS DONE PRIOR TO THE APPROVAL OF ANY GRANTS FOR THE YEAR. FORM 990, PAGE 6, PART VI, LINE 15A THE BOARD OF DIRECTORS APPROVED AN INITIAL SALARY FOR THE CEO THAT WAS APPROPRIATE COMPARITIVE TO OTHER UNITED WAY ORGANIZATIONS IN THE SOUTHEAST REGION AND NATIONALLY. THE ORGANIZATION USES INTERNALLY-PREPARED STUDIES AND COMPARISONS TO CONDUCT ANNUAL REVIEWS OF THE CEO'S COMPENSATION. FINAL APPROVAL BY THE BOARD OR AN AUTHORIZED SUBCOMITTEE OF THE BOARD IS REQUIRED. AS OF THE FILING OF THIS RETURN, A REVIEW MOST RECENTLY CONDUCTED IN MAY 2019. FORM 990, PAGE 6, PART VI, LINE 15B THE ORGANIZATION HAS A DETAILED SALARY PLAN BASED ON AN OUTSIDE STUDY, WHICH IS REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD. FORM 990, PAGE 6, PART VI, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AT THE ORGANIZATION'S ADMINISTRATIVE OFFICE. IN ADDITION, ITS FINANCIAL STATEMENTS ARE PROVIDED ON THE WEBSITE AND ARE CIRCULATED TO THE PUBLIC THROUGH VARIOUS OTHER OUTLETS.