UNITED WAY OF FORSYTH COUNTY INC: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- UNITED WAY OF FORSYTH COUNTY INC (EIN 23-7357234)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-05-12
- IRS object ID
- 202221329349303957
- Schema version
- 2020v4.0
- 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 | 2022-05-12T12:07:49-05:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 561138530 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BUTLER BURKE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 CLUB OAKS COURT SUITE A | AddressLine1Txt |
| City | WINSTONSALEM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237357234 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED WAY OF FORSYTH COUNTY INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIT | BusinessNameControlTxt |
| Phone | 3367233601 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 NORTH MAIN ST STE 1700 | AddressLine1Txt |
| City | WINSTONSALEM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27101 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CYNTHIA S GORDINEER | PersonNm |
| Person Title | PRESIDENT AND CEO | PersonTitleTxt |
| Phone | 3367233601 | PhoneNum |
| Signature | 2022-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CYNTHIA S | PersonFirstNm |
| Person Last | GORDINEER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JANE R POTTER | PreparerPersonNm |
| PTIN | P01057495 | PTIN |
| Phone | 3367682310 | PhoneNum |
| Preparation | 2022-05-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | BILL STONE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 NORTH MAIN ST STE 1700 | AddressLine1Txt |
| City | WINSTONSALEM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $14,080,134 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.FORSYTHUNITEDWAY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1974 | FormationYr |
| Legal Domicile State | NC | LegalDomicileStateCd |
| Activity Or Mission | UNITING THE COMMUNITY TO BRING TOGETHER RESOURCES TO IDENTIFY AND ADDRESS OUR COMMUNITY'S NEEDS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 29 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 28 | VotingMembersIndependentCnt |
| Total Employee | 48 | TotalEmployeeCnt |
| Total Volunteers | 1200 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $12,406,661 | PYContributionsGrantsAmt |
| CY Contributions Grants | $13,975,503 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $386,122 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $104,631 | CYProgramServiceRevenueAmt |
| CY Investment Income | $0 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $12,792,783 | PYTotalRevenueAmt |
| CY Total Revenue | $14,080,134 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $8,218,587 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $7,048,002 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,116,219 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,213,178 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $807,862 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,120,539 | PYOtherExpensesAmt |
| CY Other Expenses | $3,678,699 | CYOtherExpensesAmt |
| PY Total Expenses | $14,455,345 | PYTotalExpensesAmt |
| CY Total Expenses | $13,939,879 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,662,562 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $140,255 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $7,288,066 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,976,756 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $10,537,387 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $10,800,334 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$3,249,321 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$2,823,578 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | UNITED WAY OF FORSYTH COUNTY IS A CATALYST FOR STRENGTHENING OUR COMMUNITY BY IDENTIFYING AND ADDRESSING ITS MOST SIGNIFICANT NEEDS THROUGH ALIGNMENT OF RESOURCES AND STRATEGIC PARTNERSHIPS TO ACHIEVE MEASUREABLE, LASTING IMPACT. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $8,069,123 | ExpenseAmt |
| Grant | $5,980,390 | GrantAmt |
| Revenue | $71,802 | RevenueAmt |
| Desc | UNITED WAY'S APPROACH TO CREATING LASTING CHANGES IN COMMUNITY OUTCOMES BY INVESTING FUNDING IN COMMUNITY-WIDE INITIATIVES FOCUSING ON EDUCATION, ECONOMIC STABILITY AND HEALTH. UNITED WAY ENCOURAGES FUNDED PARTNERS TO WORK TOGETHER TO CREATE COMPREHENSIVE, INTEGRATED PROGRAMS TO ADDRESS OUR COMMUNITY'S NEEDS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,369,123 | ExpenseAmt |
| Grant | $1,067,612 | GrantAmt |
| Revenue | $12,183 | RevenueAmt |
| Desc | UNITED WAY'S APPROACH TO CREATING LASTING CHANGES IN COMMUNITY OUTCOMES BY INVESTING FUNDING IN A PLACEBASED STRATEGY (PLACE MATTERS) IN THIRTEEN NEIGHBORHOODS IN NORTHEAST WINSTON SALEM. UNITED WAY ENCOURAGES FUNDED PARTNERS TO WORK TOGETHER TO CREATE COMPREHENSIVE, INTEGRATED PROGRAMS TO ADDRESS OUR COMMUNITY'S NEEDS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,776,406 | ExpenseAmt |
| Revenue | $15,807 | RevenueAmt |
| Desc | HOUSING MATTERS IS AN INITIATIVE OF UNITED WAY IN PARTNERSHIP WITH THE CITY OF WINSTON-SALEM AND FORSYTH COUNTY TO SUPPORT THE WINSTON-SALEM/FORSYTH COUNTY CONTINUUM OF CARE IMPLEMENT AND ACHIEVE ITS STRATEGIC GOALS. UNITED WAY'S STAFF SPECFICIALLLY PROVIDES LEADERSHIP TO THE CONTINUUM OF CARE INCLUDING THE COMMISSION ON ENDING HOMELESSNESS, OPERATES THE COMMUNITY INTAKE CENTER AND PROVIDES LEADERSHIP AND COORDINATION TO THE FORSYTH RAPID RE-HOUSING COLLABORATIVE. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $543,816 | ExpenseAmt |
| Revenue | $4,839 | RevenueAmt |
| Desc | THE FORSYTH PROMISE FACILITATES EDUCATION-FOCUSED COLLABORATIVE, COMMUNITY-WIDE PLANNING AND ACTION. WE PROVIDE A FRAMEWORK TO HELP ALL COMMUNITY STAKEHOLDERS WORK EFFECTIVELY TOGETHER TOWARD THE GOAL OF IMPROVED EDUCATIONAL OUTCOMES FOR FORSYTH COUNTY'S STUDENTS FROM CRADLE TO CAREER. OUR CORE VALUES ARE EDUCATION EQUITY, INCLUSIVE STAKEHOLDER ENGAGEMENT, AND DATA-DRIVEN DECISION MAKING. THE WINSTON-SALEM POVERTY THOUGHT FORCE IS A COMMUNITY WIDE COLLABORATION SPEARHEADED BY THE CITY OF WINSTON-SALEM TO IDENTIFY STEPS BOTH FEASIBLE AND IMPACTFUL TO REDUCE THE NUMBER OF RESIDENTS LIVING IN POVERTY. THE POVERTY THOUGHT FORCE WAS FORMED IN OCTOBER 2015 AND COMPRISES 22 MEMBERS REPRESENTING A BROAD RANGE OF WINSTON-SALEM'S CIVIC AND ACADEMIC INSITITUTIONS. THE POVERTY THOUGHT FORCE HAS FIVE SUBCOMMITTEES THAT FOCUS ON VARIOUS ASPECTS OF POVERTY, INCLUDING HEALTH AND WELLNESS, HOUSING AND HOMELESSNESS, JOBS AND WORKFORCE DEVELOPMENT, EDUCATION AND LIFE SKILLS, AND HUNGER AND FOOD INSECURITY. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $543,816 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $4,839 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $11,758,468 | 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 | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | 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 | Yes (true) | 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 | Yes (true) | 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 | 113 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 48 | 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 |
| 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 | 29 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 28 | 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 |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BILL STONE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 0336721934 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 NORTH MAIN STREET SUITE 1700 | AddressLine1Txt |
| City | WINSTONSALEM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (32 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| CYNTHIA S GORDINEER | |||||||
| PRESIDENT AN | 50.00 | Yes (X) | Yes (X) | $213,593 | $0 | $21,743 | |
| BARRY LEONARD | |||||||
| CFO | 50.00 | Yes (X) | $152,754 | $0 | $20,340 | ||
| MARK UREN | |||||||
| VP, RESOURCE | 50.00 | $118,993 | $0 | $17,444 | Yes (X) | ||
| DEBBIE WILSON | |||||||
| COO | 50.00 | Yes (X) | $111,856 | $0 | $16,280 | ||
| BETTY LOU VONTSOLOS | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BOBBY KIMBROUGH JR | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BRENT WADDELL | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRIS FOX | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CLAIRE TUTTLE | |||||||
| EXECUTIVE CO | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| COLEMAN TEAM | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID BARKSDALE | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ELWOOD ROBINSON PHD | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JANET SPRIGGS | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JEFFREY SKINNER | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN ELLIOTT | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KELLY SUTTON | |||||||
| EXECUTIVE CO | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KIM MANN | |||||||
| EXECUTIVE CO | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARTIN L HOLTON III | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT QUICK | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROGAN KERSH | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SALLYE LINER | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| VICTOR ISLER | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JASON BRAGG | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARY COOPER | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ANDY HAGLER | |||||||
| EXECUTIVE CO | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVE MCINTOSH | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TRICIA MCMANUS | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARLA NEWMAN | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| OSCAR SANTOS | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CATRINA THOMPSON | |||||||
| EXEC COMM - | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| TRISHA COLEMAN | |||||||
| VICE CHAIR/T | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JENNIFER HEATON | |||||||
| EXEC COMM- S | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $597,196 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $75,807 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Government Grants | $547,500 | GovernmentGrantsAmt |
| All Other Contributions | $13,428,003 | AllOtherContributionsAmt |
| Total Contributions | $13,975,503 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADMINISTRATIVE FEE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $104,631 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $104,631 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $104,631 | TotalProgramServiceRevenueAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $14,080,134 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $104,631 | RelatedOrExemptFuncIncomeAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,048,002 | TotalAmt |
| Program Services | $7,048,002 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $536,566 | TotalAmt |
| Program Services | $218,127 | ProgramServicesAmt |
| Management And General | $230,529 | ManagementAndGeneralAmt |
| Fundraising | $87,910 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,091,603 | TotalAmt |
| Program Services | $1,026,751 | ProgramServicesAmt |
| Management And General | $643,127 | ManagementAndGeneralAmt |
| Fundraising | $421,725 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $228,809 | TotalAmt |
| Program Services | $122,086 | ProgramServicesAmt |
| Management And General | $70,632 | ManagementAndGeneralAmt |
| Fundraising | $36,091 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $182,858 | TotalAmt |
| Program Services | $85,727 | ProgramServicesAmt |
| Management And General | $54,989 | ManagementAndGeneralAmt |
| Fundraising | $42,142 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $173,342 | TotalAmt |
| Program Services | $83,596 | ProgramServicesAmt |
| Management And General | $57,611 | ManagementAndGeneralAmt |
| Fundraising | $32,135 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,400 | TotalAmt |
| Management And General | $31,400 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,727 | TotalAmt |
| Management And General | $3,167 | ManagementAndGeneralAmt |
| Fundraising | $560 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,149 | TotalAmt |
| Program Services | $515 | ProgramServicesAmt |
| Fundraising | $13,634 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $170,714 | TotalAmt |
| Program Services | $68,581 | ProgramServicesAmt |
| Management And General | $57,884 | ManagementAndGeneralAmt |
| Fundraising | $44,249 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $170,843 | TotalAmt |
| Program Services | $82,633 | ProgramServicesAmt |
| Management And General | $57,735 | ManagementAndGeneralAmt |
| Fundraising | $30,475 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,281 | TotalAmt |
| Program Services | $7,004 | ProgramServicesAmt |
| Management And General | $1,903 | ManagementAndGeneralAmt |
| Fundraising | $1,374 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,186 | TotalAmt |
| Program Services | $1,403 | ProgramServicesAmt |
| Management And General | $3,544 | ManagementAndGeneralAmt |
| Fundraising | $239 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $141,509 | TotalAmt |
| Program Services | $77,404 | ProgramServicesAmt |
| Management And General | $40,317 | ManagementAndGeneralAmt |
| Fundraising | $23,788 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,688 | TotalAmt |
| Program Services | $5,244 | ProgramServicesAmt |
| Management And General | $3,472 | ManagementAndGeneralAmt |
| Fundraising | $1,972 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,210 | TotalAmt |
| Program Services | $13,236 | ProgramServicesAmt |
| Management And General | $14,768 | ManagementAndGeneralAmt |
| Fundraising | $4,206 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PROGRAM EXPENSES | $1,968,797 | $1,931,453 | $37,344 | |
| CONTRACT LABOR | $992,440 | $944,582 | $47,858 | |
| MISCELLANEOUS | $71,421 | $27,573 | $28,929 | $14,919 |
| CONTINUING EDUCATION | $33,973 | $8,459 | $21,445 | $4,069 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,361 | TotalAmt |
| Program Services | $6,092 | ProgramServicesAmt |
| Management And General | $14,753 | ManagementAndGeneralAmt |
| Fundraising | $516 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,939,879 | TotalAmt |
| Program Services | $11,758,468 | ProgramServicesAmt |
| Management And General | $1,373,549 | ManagementAndGeneralAmt |
| Fundraising | $807,862 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,496,568 | BOYAmt |
| EOY | $692,699 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $233,368 | BOYAmt |
| EOY | $127,839 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,435,524 | BOYAmt |
| EOY | $4,859,634 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $244,243 | BOYAmt |
| EOY | $499,800 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,552 | BOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $273,539 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $255,169 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,418 | BOYAmt |
| EOY | $18,370 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,844,393 | BOYAmt |
| EOY | $1,778,414 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,288,066 | BOYAmt |
| EOY | $7,976,756 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,644,967 | BOYAmt |
| EOY | $1,661,793 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $547,500 | BOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,344,920 | BOYAmt |
| EOY | $9,138,541 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,537,387 | BOYAmt |
| EOY | $10,800,334 | 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 | -$6,170,445 | BOYAmt |
| EOY | -$5,743,728 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,921,124 | BOYAmt |
| EOY | $2,920,150 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$3,249,321 | BOYAmt |
| EOY | -$2,823,578 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,288,066 | BOYAmt |
| EOY | $7,976,756 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $140,255 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $374,118 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$88,630 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
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 | $15,896,094 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $15,490,169 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,549,124 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,406,661 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,975,503 | CurrentTaxYearAmt |
| Total | $71,317,551 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,896,094 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $15,490,169 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,549,124 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,406,661 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,975,503 | CurrentTaxYearAmt |
| Total | $71,317,551 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $7,390,570 | SubstantialContributorsTotAmt |
| Public Support Total170 | $63,926,981 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $27 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $72 | CurrentTaxYearMinus3YearsAmt |
| Total | $99 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,582 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,118 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,176 | CurrentTaxYearMinus2YearsAmt |
| Total | $15,876 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $71,333,526 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,454,518 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.89620 | PublicSupportCY170Pct |
| Public Support PY170 | 0.90190 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II, LINE 10 | FormAndLineReferenceDesc |
| Explanation | MISCELLANEOUS 15,876 | ExplanationTxt |
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
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,508,998 | BeginningYearBalanceAmt |
| Contributions | $16,719 | ContributionsAmt |
| Investment Earnings Or Losses | $397,542 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $52,214 | OtherExpendituresAmt |
| Administrative Expenses | $10,049 | AdministrativeExpensesAmt |
| End Year Balance | $1,860,996 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,571,618 | BeginningYearBalanceAmt |
| Contributions | $22,484 | ContributionsAmt |
| Investment Earnings Or Losses | -$23,423 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $52,228 | OtherExpendituresAmt |
| Administrative Expenses | $9,453 | AdministrativeExpensesAmt |
| End Year Balance | $1,508,998 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,488,983 | BeginningYearBalanceAmt |
| Contributions | $25,658 | ContributionsAmt |
| Investment Earnings Or Losses | $68,289 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,184 | OtherExpendituresAmt |
| Administrative Expenses | $9,128 | AdministrativeExpensesAmt |
| End Year Balance | $1,571,618 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,170,793 | BeginningYearBalanceAmt |
| Contributions | $291,634 | ContributionsAmt |
| Investment Earnings Or Losses | $96,884 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $70,328 | OtherExpendituresAmt |
| End Year Balance | $1,488,983 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,046,840 | BeginningYearBalanceAmt |
| Contributions | $23,283 | ContributionsAmt |
| Investment Earnings Or Losses | $125,670 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $25,000 | OtherExpendituresAmt |
| End Year Balance | $1,170,793 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.76440 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.23560 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (true) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $273,539 | OtherCostOrOtherBasisAmt |
| Depreciation | $255,169 | DepreciationAmt |
| Book Value | $18,370 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $18,370 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (15 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| BENEFICIAL INTEREST HELD BY OTHERS | $1,160,703 | F |
| VANGUARD SHORT-TERM INVESTMENT-GRADE | $161,468 | F |
| JANUS HENDERSON STRATEGIC INCOME FUN | $122,816 | F |
| ALGER SMALL CAP FOCUS FUND CLASS Z | $111,399 | F |
| VANGUARD INFLATION-PROTECTED SECURIT | $110,709 | F |
| ALGER SMALL CAP FOCUS FUND | $39,060 | F |
| VANGUARD SPDR BARCLAYS CONVERTIBLE | $32,524 | F |
| ALGER SMALL CAP GROWTH FUND CLASS Z | $10,223 | F |
| ISHARES TR US ENERGY ETF | $5,818 | F |
| NEW WORLD FUND CLASS F3 | $5,384 | F |
| VANGUARD TOTAL INTERNATIONAL STOCK | $5,234 | F |
| JANUS HENDERSON GLOBAL EQUITY INCOME | $4,991 | F |
| ISHARES TR US BASIC MATERIALS ETF | $3,259 | F |
| ISHARES GOLD TR ISHARES | $2,528 | F |
| INVESCO EXCHANGE - TRADED FD TR II | $2,298 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $1,778,414 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO UNITED WAY FOUNDATION | $6,964,264 |
| DESIG.- AGENCIES & OTHER UNITED WAYS | $2,174,277 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $9,138,541 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PAGE 2, PART V, LINE 4 | THE VOLUNTARY ACTION CENTER TRAINING ENDOWMENT- THE PURPOSE OF THE ENDOWMENT IS TO AID AND SUPPORT THE TRAINING PROGRAMS OF THE VOLUNTARY ACTION CENTER OF FORSYTH COUNTY, INC. WHOSE PROGRAMS ARE CONDUCTED UNDER THE AUSPICES OF UNITED WAY. THE UNITED WAY JOEL A. WESTON, JR. MEMORIAL ENDOWMENT- THE PURPOSE OF THE ENDOWMENT IS TO FUND AN AWARD FOR EXCELLENCE IN NONPROFIT MANAGEMENT, DEDICATED TO THE MEMORY OF JOEL A. WESTON, JR., WHO SERVED AS CHAIRMAN OF UNITED WAY'S BOARD OF DIRECTORS FROM 1980-1982. THE UNITED WAY CARING SHARES ENDOWMENT- THE PURPOSE OF THE ENDOWMENT IS TO PROVIDE FUNDS FOR THE WELFARE OF THE COMMUNITY AS DEEMED NECESSARY BY THE BOARD OF DIRECTORS OF UNITED WAY. |
| SCHEDULE D, PAGE 3, PART X | UNITED WAY IS A NOT-FOR-PROFIT ORGANIZATION AND IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, INCOME TAX EXPENSE IS LIMITED TO ACTIVITIES THAT ARE DEEMED BY THE INTERNAL REVENUE SERVICE TO BE UNRELATED TO THEIR EXEMPT PURPOSES. UNITED WAY'S PRIMARY TAX POSITION RELATES TO THEIR STATUS AS NOT-FOR-PROFIT ENTITY EXEMPT FROM INCOME TAXES AND CLASSIFICATION OF ACTIVITIES RELATED TO ITS EXEMPT PURPOSES. IT IS THE OPINION OF MANAGEMENT THAT UNITED WAY HAS NO UNCERTAIN TAX POSITIONS THAT WOULD BE SUBJECT TO CHANGE UPON EXAMINATION. UNITED WAY IS REQUIRED TO FILE A FEDERAL EXEMPT ORGANIZATION TAX RETURN (FORM 990) ANNUALLY TO RETAIN THE EXEMPT STATUS. UNITED WAY IS ALSO REQUIRED TO FILE AN EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURN (FORM 990T) FOR ANY YEAR GROSS UNRELATED BUSINESS INCOME EXCEEDS 1,000. UNITED WAY'S FORM 990 FILINGS ARE GENERALLY SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE FOR THREE YEARS AFTER THEY ARE FILED. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (36 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| ALEXANDER YOUTH NETWORK | |||||||
| 6220 THERMAL ROAD | CHARLOTTE | NC | 28211 | 560554413 | 501C3 | $83,809 | GENERAL SUPPORT |
| AMOS COTTAGE REHABILITATION | |||||||
| 3325 SILAS CREEK PARKWAY | WINSTONSALEM | NC | 27103 | 560532138 | 501C3 | $84,875 | GENERAL SUPPORT |
| BETHESDA CENTER FOR THE HOMELESS | |||||||
| 930 NORTH PATTERSON AVENUE | WINSTONSALEM | NC | 27101 | 560543242 | 501C3 | $17,954 | GENERAL SUPPORT |
| BOWMAN GRAY CHILD GUIDANCE | |||||||
| MEDICAL CENTER BOULEVARD | WINSTONSALEM | NC | 27157 | 111111113 | 501C3 | $172,863 | GENERAL SUPPORT |
| CANCER SERVICES INC | |||||||
| 3175 MAPLEWOOD AVENUE | WINSTONSALEM | NC | 27103 | 560656375 | 501C3 | $98,448 | GENERAL SUPPORT |
| CATHOLIC CHARITIES DIOCESE OF CHARL | |||||||
| 1123 S CHURCH STREET | CHARLOTTE | NC | 28203 | 561058954 | 501C3 | $22,634 | GENERAL SUPPORT |
| CENTER FOR EXCEPTIONAL CHILDREN | |||||||
| 2315 COLISEUM DRIVE | WINSTONSALEM | NC | 27106 | 560615188 | 501C3 | $280,368 | GENERAL SUPPORT |
| CHILD ABUSE RESOURCE EDUCATION | |||||||
| PO BOX 1541 | LITTLETON | NC | 27805 | 562108200 | 501C3 | $48,119 | GENERAL SUPPORT |
| COMMUNITY CARE CENTER OF FORSYTH CO | |||||||
| 2135 WALKERTOWN ROAD | WINSTONSALEM | NC | 27101 | 581403699 | 501C3 | $53,932 | GENERAL SUPPORT |
| CROSBY SCHOLARS COMMUNITY PARTNERSH | |||||||
| 2701 UNIVERSITY PARKWAY | WINSTONSALEM | NC | 27106 | 311523230 | 501C3 | $7,786 | GENERAL SUPPORT |
| ENRICHMENT CENTER | |||||||
| 1006 SOUTH MARSHALL STREET | WINSTONSALEM | NC | 27101 | 561481122 | 501C3 | $91,372 | GENERAL SUPPORT |
| EXPERIMENT IN SELF RELIANCE | |||||||
| 1550 UNIVERSITY COURT | WINSTONSALEM | NC | 27106 | 566060100 | 501C3 | $170,261 | GENERAL SUPPORT |
| FAMILY SERVICES INC | |||||||
| 1200 S BROAD STREET | WINSTONSALEM | NC | 27101 | 560689235 | 501C3 | $453,553 | GENERAL SUPPORT |
| FINANCIAL PATHWAYS OF THE PIEDMONT | |||||||
| 7820 NORTH POINT BOULEVARD | WINSTONSALEM | NC | 27106 | 561015074 | 501C3 | $272,017 | GENERAL SUPPORT |
| GOODWILL INDUSTRIES OF NORTHWEST NC | |||||||
| 2701 UNIVERSITY PARKWAY | WINSTONSALEM | NC | 27115 | 560588474 | 501C3 | $129,813 | GENERAL SUPPORT |
| GRACE PRESBYTERIAN CHURCH USA | |||||||
| 3901 CARVER SCHOOL RD | WINSTONSALEM | NC | 27105 | 560653369 | 501C3 | $72,721 | GENERAL SUPPORT |
| IMPRINTS | |||||||
| 502 NORTH BROAD STREET | WINSTONSALEM | NC | 27101 | 560949178 | 501C3 | $170,831 | GENERAL SUPPORT |
| INSIGHT HUMAN SERVICES | |||||||
| 665 WEST FOURTH STREET | WINSTONSALEM | NC | 27101 | 560951129 | 501C3 | $244,966 | GENERAL SUPPORT |
| LEAD GIRLS OF NC | |||||||
| 500 WEST FOURTH STREET STE 203B | WINSTONSALEM | NC | 27101 | 820984711 | 501C3 | $27,427 | GENERAL SUPPORT |
| LEGAL AID SOCIETY OF NORTHWEST NC | |||||||
| 216 WEST FOURTH STREET | WINSTONSALEM | NC | 27101 | 591774692 | 501C3 | $144,492 | GENERAL SUPPORT |
| MEDIATION SERVICES | |||||||
| 310 EAST 3RD STREET SUITE 75 | WINSTONSALEM | NC | 27101 | 581556490 | 501C3 | $38,194 | GENERAL SUPPORT |
| MENTAL HEALTH ASSOCIATION | |||||||
| 1509 SOUTH HAWTHORNE ROAD | WINSTONSALEM | NC | 27103 | 560776248 | 501C3 | $103,992 | GENERAL SUPPORT |
| NEW COMMUNION | |||||||
| 2320 COUNTRY CLUB ROAD | WINSTONSALEM | NC | 27104 | 820824351 | 501C3 | $36,570 | GENERAL SUPPORT |
| SPRINGWELL NETWORK INC | |||||||
| 3820 N PATTERSON AVENUE | WINSTONSALEM | NC | 27105 | 561097900 | 501C3 | $74,470 | GENERAL SUPPORT |
| THE FELLOWSHIP HOME OF WINSTON-SALE | |||||||
| 661 NORTH SPRING STREET | WINSTONSALEM | NC | 27101 | 581400131 | 501C3 | $118,254 | GENERAL SUPPORT |
| THE PARENTING PATH | |||||||
| 500 WEST NORTHWEST BOULEVARD | WINSTONSALEM | NC | 27105 | 581443692 | 501C3 | $153,206 | GENERAL SUPPORT |
| THE SALVATION ARMY | |||||||
| 836 OAK STREET SUITE 310 | WINSTONSALEM | NC | 27102 | 580660607 | 501C3 | $457,688 | GENERAL SUPPORT |
| TURN INC | |||||||
| 4951 MANNING STREET | WINSTONSALEM | NC | 27105 | 900805318 | 501C3 | $82,750 | GENERAL SUPPORT |
| WINSTON-SALEM FORSYTH COUNTY SCHOOL | |||||||
| P O BOX 2513 | WINSTONSALEM | NC | 27102 | 560795164 | $83,875 | GENERAL SUPPORT | |
| WINSTON-SALEM STATE UNIVERSITY | |||||||
| PO BOX 19422 | WINSTONSALEM | NC | 27110 | 566001466 | $77,950 | GENERAL SUPPORT | |
| WINSTONNET INC | |||||||
| 411 NORTH CHERRY STREET | WINSTONSALEM | NC | 27101 | 311815083 | 501C3 | $60,628 | GENERAL SUPPORT |
| YMCA OF NORTHWEST NC | |||||||
| 301 NORTH MAIN STREET SUITE 1900 | WINSTONSALEM | NC | 27101 | 560530015 | 501C3 | $347,424 | GENERAL SUPPORT |
| YWCA | |||||||
| 1300 S MAIN STREET | WINSTONSALEM | NC | 27127 | 560564345 | 501C3 | $487,810 | GENERAL SUPPORT |
| WINSTON-SALEM URBAN LEAGUE | |||||||
| 201 WEST FIFTH STREET | WINSTONSALEM | NC | 27101 | 560532301 | 501C3 | $62,500 | GENERAL SUPPORT |
| LIBERTY EAST REDEVELOPMENT INC | |||||||
| 2531 LADERA CREST LANE | WINSTONSALEM | NC | 27105 | 581809489 | 501C3 | $5,930 | GENERAL SUPPORT |
| HABITAT FOR HUMANITY OF FORSYTH COU | |||||||
| 1023 W 14TH STREET | WINSTONSALEM | NC | 27105 | 561448955 | 501C3 | $148,897 | GENERAL SUPPORT |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PAGE 1, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | UNITED WAY OF FORSYTH COUNTY, INC. ANNUALLY REVIEWS THE ALLOCATIONS MADE AND THE RELATED PROGRAMMATIC RESULTS. INDIVIDUAL AGENCIES ARE REVIEWED ADMINISTRATIVELY BI-ANNUALLY. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt |
|---|---|---|---|---|
| CYNTHIA S GORDINEER | ||||
| PRESIDENT AND CEO | $213,593 | $19,330 | $2,413 | $235,336 |
| BARRY LEONARD | ||||
| CFO | $152,754 | $13,764 | $6,576 | $173,094 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 - ORGANIZATION'S MISSION | UNITED WAY OF FORSYTH COUNTY IS A CATALYST FOR STRENGTHENING OUR COMMUNITY BY IDENTIFYING AND ADDRESSING ITS MOST SIGNIFICANT NEEDS THROUGH ALIGNMENT OF RESOURCES AND STRATEGIC PARTNERSHIPS TO ACHIEVE MEASUREABLE, LASTING IMPACT. |
| FORM 990, PAGE 2, PART III, LINE 4D | THE FORSYTH PROMISE FACILITATES EDUCATION-FOCUSED COLLABORATIVE, COMMUNITY-WIDE PLANNING AND ACTION. WE PROVIDE A FRAMEWORK TO HELP ALL COMMUNITY STAKEHOLDERS WORK EFFECTIVELY TOGETHER TOWARD THE GOAL OF IMPROVED EDUCATIONAL OUTCOMES FOR FORSYTH COUNTY'S STUDENTS FROM CRADLE TO CAREER. OUR CORE VALUES ARE EDUCATION EQUITY, INCLUSIVE STAKEHOLDER ENGAGEMENT, AND DATA-DRIVEN DECISION MAKING. THE WINSTON-SALEM POVERTY THOUGHT FORCE IS A COMMUNITY WIDE COLLABORATION SPEARHEADED BY THE CITY OF WINSTON-SALEM TO IDENTIFY STEPS BOTH FEASIBLE AND IMPACTFUL TO REDUCE THE NUMBER OF RESIDENTS LIVING IN POVERTY. THE POVERTY THOUGHT FORCE WAS FORMED IN OCTOBER 2015 AND COMPRISES 22 MEMBERS REPRESENTING A BROAD RANGE OF WINSTON-SALEM'S CIVIC AND ACADEMIC INSITITUTIONS. THE POVERTY THOUGHT FORCE HAS FIVE SUBCOMMITTEES THAT FOCUS ON VARIOUS ASPECTS OF POVERTY, INCLUDING HEALTH AND WELLNESS, HOUSING AND HOMELESSNESS, JOBS AND WORKFORCE DEVELOPMENT, EDUCATION AND LIFE SKILLS, AND HUNGER AND FOOD INSECURITY. |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE 990 IS PRESENTED TO THE BOARD AND REVIEWED BY THE AUDITOR AND FINANCE COMMITTEE IN CONJUNCTION WITH THE AUDIT. BOTH THE 990 AND THE AUDIT ARE APPROVED BY THE FULL BOARD PRIOR TO ANY OFFICIAL DISSEMINATION OF THE DOCUMENTS. |
| FORM 990, PAGE 6, PART VI, LINE 12C | ANNUALLY, THE UNITED WAY OF FORSYTH COUNTY, INC. DISTRIBUTES ITS COMPREHENSIVE CODE OF ETHICS TO BOTH THE BOARD AND STAFF OF THE ORGANIZATION. THIS CODE OF ETHICS IS AN IMPORTANT WAY FOR US TO REAFFIRM OUR ETHICAL COMMITMENTS. IT SETS FORTH THE PRINCIPLES AND STANDARDS THAT GUIDE OUR DECISIONS AND ACTIONS. MANY OF THE IDEAS THAT ARE INCLUDED WITHIN THE CODE HAVE COME FROM DISCUSSIONS WITH OUR EMPLOYEES AND VOLUNTEERS OVER THE LAST FEW YEARS. THIS COLLABORATIVE PROCESS HAS BEEN ESSENTIAL IN DEVELOPING THE CODE AND HAS MADE IT A DOCUMENT THAT REFLECTS AND IS MORE RESPONSIVE TO OUR NEEDS. THIS CODE IS MEANT TO HELP US FURTHER THE DISCUSSION OF ETHICS IN OUR WORKPLACE. IT ALSO ENCOURAGES US TO SEEK GUIDANCE AND CLARIFICATION WHEN WE HAVE QUESTIONS ABOUT APPLYING OUR PRINCIPLES AND STANDARDS. THE INVOLVEMENT OF ALL OUR EMPLOYEES AND VOLUNTEERS IS ESSENTIAL TO UPHOLDING THESE PRINCIPLES AND STANDARDS. ONLY BY CONTINUING TO WORK TOGETHER ON THESE ISSUES CAN WE ENSURE THAT THE UNITED WAY OF FORSYTH COUNTY FULFILLS ITS COMMITMENT TO BUILD AND MAINTAIN THE PUBLIC TRUST IN ALL THAT WE DO. AFTER THE CODE HAS BEEN REVIEWED A "CERTIFICATION FORM" IS SIGNED, INDICATING ANY ACTUAL OR PERCEIVED CONFLICTS. BOARD MEMBERS AND STAFF SELF IDENTIFY CONFLICTS DURING THE YEAR. |
| FORM 990, PAGE 6, PART VI, LINE 15A | THE PERSONNEL COMMITTEE SHALL BE COMPOSED OF THE FOLLOWING: THE CHAIRMAN OF THE BOARD, IMMEDIATE PAST CHAIRMAN, THE CHAIRMAN ELECT, AND TWO BOARD MEMBERS AT LARGE, NOMINATED BY THE FIRST THREE MEMBERS AND APPROVED BY THE BOARD. THE PERSONNEL COMMITTEE SHALL SERVE ON BEHALF OF THE BOARD OF DIRECTORS TO CONSIDER AND ADVISE ON PERSONNEL MATTERS SPECIFICALLY RELATING TO THE CHIEF EXECUTIVE OFFICER. THIS INCLUDES CONDUCTING PERIODIC PERFORMANCE REVIEWS, FRINGE BENEFIT PROGRAMS, AND CONSIDERATION OF AN EMPLOYMENT CONTRACT, CONTRACT RENEWAL, DISCIPLINARY ACTION, AND/OR SIMILAR MATTERS THAT MAY ARISE. |
| FORM 990, PAGE 6, PART VI, LINE 15B | SEE LINE 15A'S EXPLANATION. |
| FORM 990, PAGE 6, PART VI, LINE 19 | ALL DOCUMENTS RELATED TO CONFLICTS OF INTEREST POLICIES, FINANCIAL STATEMENTS AND GOVERNING DOCUMENTS ARE AVAILABLE ON OUR WEBSITE AT WWW.FORSYTHUNITEDWAY.ORG OR BY CALLING 336-721-9300. |
| FORM 990, PART VII | CYNTHIA GORDINEER'S 2020 CALENDAR YEAR BENEFITS PAID BY THE UNITED WAY OF FORSYTH COUNTY WERE 21,743 HER BENEFITS WERE COMPRISED OF THE FOLLOWING: LIFE/DISABILITY INSURANCE 1,205, WORKERS COMPENSATION INSURANCE 696, NC UNEMPLOYMENT INSURANCE 512, 401K EMPLOYER CONTRIBUTION 12,887, AND A 401K MATCH OF 6,443. |
| FORM 990, PART XI, LINE 9 | FASB 158 ADJUSTMENT 54,365 OTHER DECREASE -142,995 TOTAL -88,630 |
| FORM 990, PAGE 12, PART XII, LINE 2C | THE OVERSIGHT/SELECTION PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED WAY OF FORSYTH COUNTY FOUNDA | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 NORTH MAIN STREET SUITE 1700 | AddressLine1Txt |
| City | WINSTONSALEM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 202649556 | EIN |
| Primary Activities | TO PROVIDE | PrimaryActivitiesTxt |
| Legal Domicile State | NC | LegalDomicileStateCd |
| Exempt Code Section | 501C3 | ExemptCodeSectionTxt |
| Public Charity Status | 12B | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | false | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| UNITED WAY OF FORSYTH COUNTY FOUNDA | ||
| O | $107,838 | FMV |
| UNITED WAY OF FORSYTH COUNTY FOUNDA | ||
| Q | $78,000 | FMV |
Comments