2022-02-26T09:31:37-06:00 2021-06-30 561037874 STOUT STUART MCGOWEN & KING LLP PO BOX 1440 BURLINGTON NC 272161440 990 2020-07-01 560599239 UNITED WAY OF ALAMANCE COUNTY INC UNIT 3364382000 220 E FRONT STREET BURLINGTON NC 27215 HEIDI NORWICK PRESIDENT 3364382000 2022-02-24 true HEIDI NORWICK 999009999 PATRICIA B RHODES P00018002 3362267343 2022-02-24 2020 2022-09-23 18:48:47Z HEIDI NORWICK 220 EAST FRONT STREET BURLINGTON NC 27215 1051202 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. TO DO THIS, WE COMMIT TO LEVERAGING ALL OF OUR ASSETS (CONVENING, STRATEGIC INVESTMENTS, AWARENESS BUILDING, ADVOCACY) TO CREATE MORE EQUITABLE COMMUNITIES. 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 ALSO IN THIS WORK. EACH YEAR, UNITED WAY OF ALAMANCE COUNTY RAISES FUNDS THROUGH SPONSORSHIPS, CORPORATE GIFTS,INDIVIDUAL GIFTS AND WORKPLACE CAMPAIGNS IN ORDER TO FUND OUR COMMUNITY'S MOST PRESSING NEEDS. T 25 25 7 82 0 1122940 976402 0 -4038 59900 52835 14900 1171737 1051202 501389 289806 0 370349 302149 0 134989 385767 275860 1257505 867815 -85768 183387 1323537 1473745 243305 157816 1080232 1315929 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. TO DO THIS, WE COMMIT TO LEVERAGING ALL OF OUR ASSETS (CONVENING, STRATEGIC INVESTMENTS, AWARENESS BUILDING, ADVOCACY) TO CREATE MORE EQUITABLE COMMUNITIES. 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 ALSO IN THIS WORK. EACH YEAR, UNITED WAY OF ALAMANCE COUNTY RAISES FUNDS THROUGH SPONSORSHIPS, CORPORATE GIFTS,INDIVIDUAL GIFTS AND WORKPLACE CAMPAIGNS IN ORDER TO FUND OUR COMMUNITY'S MOST PRESSING NEEDS. T false false 289806 289806 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 REDUCE FAMILIES LIVING IN 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 AND RECOMMEND FUNDING ALLOCATIONS. TWENTY PROGRAMS WERE FUNDED IN 2020-21. 353685 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, DEPT. OF SOCIAL SERVICES; AND ON SEVERAL BOARDS AND COMMITTEES THAT ADDRESS HUNGER AND HOUSING. MOST RECENTLY, WE ARE FOCUSING ON HOUSING AND HOW TO BETTER COORDINATE THOSE EFFORTS IN ALAMANCE COUNTY. COMMUNITY COUNCIL IS A GROUP OF LEADERS AND VOLUNTEERS AND THE COMMUNITY COUNCIL BLOG, WITH OVER 400 SUBSCRIBERS, DISSEMINATES PERTINENT INFORMATION FOR NONPROFITS (EVENTS, RESOURCES, NEEDS). COMMUNITY COUNCIL IS A PLATFORM USED TO DISCUSS PRESSING ISSUES IN THE COMMUNITY AND INTRODUCE NEW PARTNERSHIPS TO FILL GAPS. VOLUNTEER INCOME TAX ASSISTANCE (VITA)PROGRAM IS COMPOSED OF IRS TRAINED VOLUNTEERS THAT ASSIST LOW INCOME (58,000 OR BELOW), DISABLED OR VETERANS IN FILING THEIR TAX RETURNS. OVER 200 RETURNS WERE PREPARED IN 2021 WITH THE ASSISTANCE OF 8 VOLUNTEERS PREPARING TAXES IN PERSON AND VIRTUALLY, AND ONE CONTRACT STAFF TO OVERSEE THE PROGRAM. 239,382 WERE BROUGHT BACK IN REFUNDS TO THE COUNTY. 12463 2-1-1 IS A 24/7/365 FREE RESOURCE AND REFERRAL HOTLINE THAT WORKS IN CONJUNCTION WITH THE STATEWIDE NCCARE360 PLATFORM TO CONNECT PEOPLE TO HOUSING, FOOD, HEALTHCARE, TRANSPORTATION, ETC. IN THE LAST YEAR, 4,203C CALLS HAVE BEEN MADE TO 2-1-1 FROM ALAMANCE COUNTY. TOP CALLER NEEDS ARE HOUSING (RENT/MORTGAGE ASSISTANCE) AND UTILITY ASSISTANCE. 655954 true true false false false false false false false true true false true 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 true false false false false false false false false true 3 0 7 true false false false false false false false false false false false false false false X 25 25 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 BLACKWELDER DIRECTOR 1.00 X 0 0 0 CHRIS BRYAN CHAIR 5.00 X X 0 0 0 KELLY CARLISLE DIRECTOR 1.00 X 0 0 0 KATE CARTER DIRECTOR 1.00 X 0 0 0 TAMMY COBB ASST. SECRET 5.00 X X 0 0 0 DAVID FRAZEE DIRECTOR 1.00 X 0 0 0 YAZMIN GARCIA-RICO COMMUNITY IM 5.00 X X 0 0 0 REAGAN CHANDLER GURAL DIRECTOR 1.00 X 0 0 0 CAROL HARRIS DIRECTOR 1.00 X 0 0 0 RODNEY HERRING DIRECTOR 1.00 X 0 0 0 TYRONNA HOOKER COMMUNITY IM 5.00 X X 0 0 0 JACK LINDLEY DIRECTOR EME 1.00 X 0 0 0 BRIAN LONG DIRECTOR 1.00 X 0 0 0 MICHELLE MILLS ASST. TREASU 5.00 X X 0 0 0 ANITA MAZYCK DIRECTOR 1.00 X 0 0 0 JENNIFER MOCK COMM COUNCIL 1.00 X 0 0 0 MEREDITH PEFFLEY DIRECTOR 1.00 X 0 0 0 JILL PLUNKETT DIRECTOR 1.00 X X 0 0 0 JANET QUEEN DIRECTOR 1.00 X 0 0 0 BOBBI RUFFIN DIRECTOR 1.00 X 0 0 0 NOAH SANDERS PAST CHAIR 5.00 X 0 0 0 JEFF STEIN CHAIR ELECT 5.00 X X 0 0 0 HARDIN WATKINS DIRECTOR 1.00 X 0 0 0 MARISSA WEST SECRETARY 5.00 X 0 0 0 LACEY WAY TREASURER 5.00 X X 0 0 0 HEIDI NORWICK PRESIDENT 40.00 X 82432 0 0 82432 false false false 976402 25850 976402 59900 59900 OTHER RECEIPTS 900099 8682 8682 MANAGEMENT REVENUE 900099 6218 6218 14900 1051202 14900 59900 289806 289806 244817 127305 44067 73445 6619 3442 1191 1986 32500 16900 5850 9750 18213 9471 3278 5464 22500 11700 4050 6750 127 66 23 38 8217 4273 1479 2465 11299 5875 2034 3390 15631 8128 2814 4689 717 373 129 215 984 512 177 295 22398 10289 4807 7302 25706 25541 66 99 5106 2655 919 1532 COMMUNITY IMPACT 128968 128968 CAMPAIGN EXPENSES 11425 11425 MARKETING AND DEVELOPMENT 9462 4920 1703 2839 REPAIRS AND MAINTENANCE 6571 3417 1183 1971 6749 2313 3102 1334 867815 655954 76872 134989 140838 302886 292519 199047 752 297 11427 627 623550 144430 504826 479120 161438 223413 211737 268355 1323537 1473745 77013 68417 22500 166292 66899 243305 157816 X 557133 814040 523099 501889 1080232 1315929 1323537 1473745 X 183387 52310 X false true X true false X 1240804 1204095 1122803 1122940 976402 5667044 1240804 1204095 1122803 1122940 976402 5667044 33974 5633070 32220 14004 7147 4970 59900 118241 16017 16017 5801302 215982 0.97100 0.97520 X PART II, LINE 10 ADMINISTRATION FEES-TOTAL FOR YEARS 8,383 OTHER RECEIPTS-TOTAL FOR YEARS 7,634 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 161439 13150 55594 4469 2301 223413 279171 2343 118046 2029 161439 298156 8652 24235 3402 279171 797247 36352 530711 4732 298156 735134 102767 30505 10149 797247 1.00000 true false 623550 144430 479120 479120 ENDOWMENT - FACILITIES 125066 F ENDOWMENT - GENERAL 98347 F 223413 BENEFICIAL INTEREST IN PERPETUAL TRU 268355 268355 DISASTER FUNDS 66899 66899 X 1006250 52311 52311 953939 2301 94962 97263 1051202 770552 770552 2301 94962 97263 867815 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 94,962 SCHEDULE D, PAGE 4, PART XII, LINE 4B DESIGNATIONS PAID 94,962 true ACADEMIC AND CAREER READINESS - ACC 1304 PLAZA DRIVE BURLINGTON NC 27215 566052379 501C3 21000 COMMUNITY SUPPORT ALAMANCE COUNTY YMCA 1346 S MAIN STREET BURLINGTON NC 27215 560611575 501C3 9500 COMMUNITY SUPPORT ALAMANCE COUNTY MEALS ON WHEELS 508 W DAVIS STREET BURLINGTON NC 27215 561061980 501C3 16500 COMMUNITY SUPPORT ALAMANCE PARTNERSHIP FOR CHILDREN PO BOX 202 BURLINGTON NC 27217 561884459 501C3 9750 COMMUNITY SUPPORT ALLIED CHURCHES OF ALAMANCE COUNTY 3057 S CHURCH STREET BURLINGTON NC 27215 561553388 501C3 18750 COMMUNITY SUPPORT BURLINGTON DEVELOPMENT CORPORATION PO BOX 2380 BURLINGTON NC 27216 561878125 501C3 13125 COMMUNITY SUPPORT CATHOLIC CHARITIES CENTRO LA COMU PO BOX 2061 BURLINGTON NC 27216 560529943 501C3 6750 COMMUNITY SUPPORT CHILDREN'S HOME SOCIETY PO BOX 14608 GREENSBORO NC 27415 560529946 501C3 5500 COMMUNITY SUPPORT CROSSROADS SEXUAL ASSAULT RESPONSE PO BOX 673 BURLINGTON NC 27216 561550998 501C3 6750 COMMUNITY SUPPORT FAMILY ABUSE SERVICES OF ALAMANCE C PO BOX 2192 BURLINGTON NC 27216 561198802 501C3 16750 COMMUNITY SUPPORT OPEN DOOR CLINIC OF ALAMANCE COUNTY 221A N GREAHAM-HOPEDALE RD BURLINGTON NC 27217 561794210 501C3 9500 COMMUNITY SUPPORT THE SALVATION ARMY OF ALAMANCE COUN PO BOX 1238 BURLINGTON NC 27216 560543227 501C3 26750 COMMUNITY SUPPORT ELON ACADEMY CAMPUS BOX 2108 ELON NC 27244 560532303 501C3 7750 COMMUNITY SUPPORT WOMEN'S RESOURCE CENTER IN ALAMANC 411-B FIFTH STREET BURLINGTON NC 27215 581917630 501C3 23525 COMMUNITY SUPPORT PIEDMONT HEALTH SERVICES INC 127 KINGSTON DRIVE CHAPEL HILL NC 27514 560952737 501C3 7750 COMMUNITY SUPPORT MEDICATION MANAGEMENT CLINIC PO BOX 202 BURLINGTON NC 27215 560529994 501C3 7750 COMMUNITY SUPPORT SOUTHERN ALAMANCE FAMILY EMPOWERMEN PO BOX 286 SAXAPAHAW NC 27340 462764405 501C3 7500 CITY GATE DREAM CENTER 1423 N CHURCH STREET BURLINGTON NC 27217 825426624 501C3 10000 BJWC P O BOX 2584 BURLINGTON NC 27216 561173586 501C3 5112 X 1 25850 false true true SCHEDULE M, PAGE 1, PART I, LINE 32B SCHEDULE M, LINE 32B: UNITED WAY OF ALAMANCE COUNTRY HAS A BROKERAGE ACCOUNT WITH A LOCAL BROKER. STOCK DONATIONS ARE TRANSFERRED IN TO THIS ACCOUNT AND SOLD AS SOON AS RECEIVED. A CHECK IS THEN ISSUED TO UNITED WAY OF ALAMANCE COUNTY. SCHEDULE M, PAGE 2, PART II SCHEDULE M, LINE 32B: UNITED WAY OF ALAMANCE COUNTY HAS A BROKERAGE ACCOUNT WITH A LOCAL BROKER. STOCK DONATIONS ARE TRANSFERERED IN TO THIS ACCOUNT AND SOLD AS SOON AS RECEIVED. A CHECK IS THEN ISSUED TO UNITED WAY OF ALAMANCE COUNTY. 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. TO DO THIS, WE COMMIT TO LEVERAGING ALL OF OUR ASSETS (CONVENING, STRATEGIC INVESTMENTS, AWARENESS BUILDING, ADVOCACY) TO CREATE MORE EQUITABLE COMMUNITIES. 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 ALSO IN THIS WORK. EACH YEAR, UNITED WAY OF ALAMANCE COUNTY RAISES FUNDS THROUGH SPONSORSHIPS, CORPORATE GIFTS,INDIVIDUAL GIFTS AND WORKPLACE CAMPAIGNS IN ORDER TO FUND OUR COMMUNITY'S MOST PRESSING NEEDS. THESE NEEDS ARE IDENTIFIED THROUGH THE COMMUNITY HEALTH ASSESSMENT, CENSUS DATA, AND 2-1-1 CALLER DATA (SEE BELOW). UNITED WAY FUNDED PROGRAMS AND AGENCIES IMPACT OVER 32,000 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, DEPT. OF SOCIAL SERVICES; AND ON SEVERAL BOARDS AND COMMITTEES THAT ADDRESS HUNGER AND HOUSING. MOST RECENTLY, WE ARE FOCUSING ON HOUSING AND HOW TO BETTER COORDINATE THOSE EFFORTS IN ALAMANCE COUNTY. COMMUNITY COUNCIL IS A GROUP OF LEADERS AND VOLUNTEERS AND THE COMMUNITY COUNCIL BLOG, WITH OVER 400 SUBSCRIBERS, DISSEMINATES PERTINENT INFORMATION FOR NONPROFITS (EVENTS, RESOURCES, NEEDS). COMMUNITY COUNCIL IS A PLATFORM USED TO DISCUSS PRESSING ISSUES IN THE COMMUNITY AND INTRODUCE NEW PARTNERSHIPS TO FILL GAPS. VOLUNTEER INCOME TAX ASSISTANCE (VITA)PROGRAM IS COMPOSED OF IRS TRAINED VOLUNTEERS THAT ASSIST LOW INCOME (58,000 OR BELOW), DISABLED OR VETERANS IN FILING THEIR TAX RETURNS. OVER 200 RETURNS WERE PREPARED IN 2021 WITH THE ASSISTANCE OF 8 VOLUNTEERS PREPARING TAXES IN PERSON AND VIRTUALLY, AND ONE CONTRACT STAFF TO OVERSEE THE PROGRAM. 239,382 WERE BROUGHT BACK IN REFUNDS TO THE COUNTY. 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. TAMMY COBB IS ON THE BOARD OF A FUNDED AGENCY AND IS EMPLOYED AT ONE OF THE FUNDED AGENCIES. DAVID FRAZEE IS EMPLOYED BY A FUNDED AGENCY. JACK LINDLEY IS ON THE BOARD OF A FUNDED AGENCY. JENNIFER MOCK IS EMPLOYED BY A FUNDED AGENCY. MEREDITH PEFFLEY IS EXECUTIVE DIRECTOR OF A FUNDED AGENCY. NIKKI RATLIFF IS A BOARD MEMBER OF FUNDED AGENCIES AND IS EMPLOYED BY A FUNDED AGENCY. NOAH SANDERS IS ON THE BOARD OF A FUNDED AGENCY. JEFF STEIN IS EMPLOYED AT ONE OF THE FUNDED AGENCIES. HARDIN WATKINS HAS A BUSINESS RELATIONSHIP WITH UNITED WAY OF ALAMANCE COUNTY. 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 DONOR DESIGNATED PORTION OF INCOME 94,962 DONOR DESIGNATED PORTION OF EXPENDITURES -94,962