2021-01-07T10:02:42-06:00 2020-06-30 561037874 STOUT STUART MCGOWEN & KING LLP PO BOX 1440 BURLINGTON NC 272161440 990 2019-07-01 560599239 UNITED WAY OF ALAMANCE COUNTY INC UNIT 3364382000 220 E FRONT STREET BURLINGTON NC 27215 HEIDI NORWICK PRESIDENT 3364382000 2020-12-18 true PATRICIA B RHODES P00018002 3362267343 2020-12-18 2019 2022-09-23 18:48:47Z HEIDI NORWICK 220 EAST FRONT STREET BURLINGTON NC 27215 1189233 false X UWALAMANCE.ORG X 1953 NC THE MISSION OF UNITED WAY OF ALAMANCE COUNTY IS TO MOBILIZE THE CARING POWER OF OUR COMMUNITY TO ADVANCE THE COMMON GOOD. TO DO THIS, WE WILL LEAD COLLECTIVE ACTION AROUND BOLD GOALS IN EDUCATION, FINANCIAL STABILITY, AND HEALTH. MORE SPECIFICALLY, WE WILL LIVE UNITED BY CONVENING PARTNERS AROUND SHARED COMMUNITY GOALS; ALIGNING COMMUNITY GIVING, ADVOCATING, VOLUNTEERING TO ACHIEVE THE GOALS; AND SUPPORTING STRATEGIC WORK THAT ADVANCES THE GOALS. EACH YEAR, UNITED WAY OF ALAMANCE COUNTY RAISES FUNDS THROUGH SPONSORSHIPS, CORPORATE GIFTS, INDIVIDUAL GIFTS AND WORKPLACE CAMPAIGNS IN ORDER TO FUND PRIORITY NEEDS IDENTIFIED IN THE COMMUNITY ASSESSMENT. GOALS AND STRATEGIES FOR CONTINUOUS IMPROVEMENT ARE FOCUSED AROUND THREE PRIORITY AREAS (HEALTH, EDUCATION, AND INCOME/FINANCIAL STABILITY) AND OTHER PROGRAMMING. THESE PROGRAMS AND AGENCIES IMPACT 54,404 LIVES IN ALAMANCE COUNTY. UNITED WAY OF ALAMANCE COUNTY IS THE LEADING CONVENER OF NONPROFITS, DONORS, BUSINESSES AND STAKEHOLDERS ADDRESS 25 25 11 339 0 1122803 1122940 0 7147 -4038 43882 52835 1173832 1171737 824112 501389 0 413529 370349 0 174291 291792 385767 1529433 1257505 -355601 -85768 1486411 1323537 317785 243305 1168626 1080232 X THE MISSION OF UNITED WAY OF ALAMANCE COUNTY IS TO MOBILIZE THE CARING POWER OF OUR COMMUNITY TO ADVANCE THE COMMON GOOD. TO DO THIS, WE WILL LEAD COLLECTIVE ACTION AROUND BOLD GOALS IN EDUCATION, FINANCIAL STABILITY, AND HEALTH. MORE SPECIFICALLY, WE WILL LIVE UNITED BY CONVENING PARTNERS AROUND SHARED COMMUNITY GOALS; ALIGNING COMMUNITY GIVING, ADVOCATING, VOLUNTEERING TO ACHIEVE THE GOALS; AND SUPPORTING STRATEGIC WORK THAT ADVANCES THE GOALS. EACH YEAR, UNITED WAY OF ALAMANCE COUNTY RAISES FUNDS THROUGH SPONSORSHIPS, CORPORATE GIFTS, INDIVIDUAL GIFTS AND WORKPLACE CAMPAIGNS IN ORDER TO FUND PRIORITY NEEDS IDENTIFIED IN THE COMMUNITY ASSESSMENT. GOALS AND STRATEGIES FOR CONTINUOUS IMPROVEMENT ARE FOCUSED AROUND THREE PRIORITY AREAS (HEALTH, EDUCATION, AND INCOME/FINANCIAL STABILITY) AND OTHER PROGRAMMING. THESE PROGRAMS AND AGENCIES IMPACT 54,404 LIVES IN ALAMANCE COUNTY. UNITED WAY OF ALAMANCE COUNTY IS THE LEADING CONVENER OF NONPROFITS, DONORS, BUSINESSES AND STAKEHOLDERS ADDRESS false false 501389 501389 COMMUNITY FUND THE COMMUNITY FUND - DONATIONS FROM INDIVIDUALS, BUSINESSES, LOCAL GOVERNMENT. FUNDS ARE GRANTED TO LOCAL NONPROFITS THAT HAVE THE GREATEST IMPACT AND BEST OUTCOMES IN ADDRESSING HEALTH, EDUCATION AND FINANCIAL STABILITY. COMMUNITY VOLUNTEERS REVIEW THE GRANTS AND RECOMMEND FUNDING. TWENTY-ONE PROGRAMS WERE FUNDED 2019-20. 478511 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; DEPARTMENT OF SOCIAL SERVICES; AND ON SEVERAL BOARDS AND COMMITTEES THAT ADDRESS HUNGER AND HOUSING. COMMUNITY COUNCIL, AN ORGANIZATION OF LEADERS. THE COMMUNITY COUNCIL BLOG, WITH OVER 400 SUBSCRIBERS DISSEMINATES PERTINENT INFORMATION FOR NONPROFITS. COMMUNITY COUNCIL EXECUTES INITIATIVES AROUND HEALTH, EDUCATION AND INCOME AND KEEPS THE NONPROFIT SECTOR AND DONORS INFORMED OF CURRENT ISSUES EFFECTING CITIZENS OF ALAMANCE COUNTY. VOLUNTARY INCOME TAX ASSISTANCE (VITA) IRS TRAINED VOLUNTEERS ASSIST LOW INCOME, DISABLED OR VETERANS IN FILING THEIR TAX RETURNS. ASSISTANCE ENDED 12463 211 INFORMATION AND REFERRAL BY PHONE AND ONLINE. OVER 100,000 CALLS WERE RECEIVED STATEWIDE DURING COVID-19. 2-1-1 IS ALSO THE RESOURCE PLATFORM FOR THE NEW NCCARE 360 PLATFORM THAT LINKS PATIENTS AT HEALTHCARE FACILITIES TO RESOURCES FOR HOUSING, TRANSPORTATION, DOMESTIC VIOLENCE, EMPLOYMENT AND FOOD SECURITY. 992363 true true false false false false false false false true true false true true true true true false false false false false false false true false false true false false false false false false false false false false false false false false false false false false false true 3 0 11 true false false false false false false false false false false false false X 25 25 true 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 ELECT 5.00 X X 0 0 0 KATE CARTER DIRECTOR 1.00 X 0 0 0 TAMMY COBB ASSISTANT SE 5.00 X X 0 0 0 DAVID FRAZEE DIRECTOR 1.00 X 0 0 0 PAM FOX DIRECTOR 1.00 X 0 0 0 KELLY CARLISLE DIRECTOR 1.00 X 0 0 0 RODNEY HERRING TREASURER 5.00 X X 0 0 0 TYRONNA HOOKER DIRECTOR 1.00 X 0 0 0 YAZMIN GARCIA-RICO 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 CAROL HARRIS DIRECTOR 1.00 X 0 0 0 TERESA MANSFIELD DIRECTOR 1.00 X 0 0 0 MICHELLE MILLS COMMUNITY IM 5.00 X X 0 0 0 ANITA MAZYCK DIRECTOR 1.00 X 0 0 0 MEREDITH PEFFLEY DIRECTOR 1.00 X 0 0 0 NIKKI RATLIFF CHAIR 5.00 X X 0 0 0 NOAH SANDERS PAST CHAIR 5.00 X X 0 0 0 JENNIFER MOCK DIRECTOR 1.00 X 0 0 0 JILL PLUNKETT DIRECTOR 1.00 X 0 0 0 MARISSA WEST SECRETARY 5.00 X X 0 0 0 JEFF STEIN DIRECTOR 1.00 X 0 0 0 HARDIN WATKINS DIRECTOR 1.00 X 0 0 0 LACY WAY ASSIST TREAS 5.00 X X 0 0 0 HEIDI NORWICK PRESIDENT 40.00 X 80159 0 0 80159 false false false 1122940 11815 1122940 4970 4970 9008 -9008 -9008 -9008 26077 8488 17589 MANAGEMENT REVENUE 900099 26555 26555 OTHER RECEIPTS 900099 8691 8691 35246 1171737 26238 4970 501389 501389 292810 152261 52706 87843 6731 3500 1212 2019 45429 23623 8177 13629 25379 13197 4568 7614 22500 11700 4050 6750 1644 855 296 493 9511 4946 1712 2853 17217 8953 3099 5165 14596 7590 2627 4379 3037 1579 547 911 4933 2565 888 1480 15520 8070 2794 4656 31573 31245 131 197 5753 2991 1036 1726 COMMUNITY IMPACT 203516 203516 CAMPAIGN EXPENSES 26278 26278 MARKETING AND DEVELOPMENT 15204 7906 2737 4561 REPAIRS AND MAINTENANCE 6617 3441 1191 1985 7868 3036 3080 1752 1257505 992363 90851 174291 127739 140838 310434 292519 9627 752 4225 11427 623550 118724 534473 504826 279170 161438 220743 211737 1486411 1323537 144267 77013 90419 83099 166292 317785 243305 X 535969 557133 632657 523099 1168626 1080232 1486411 1323537 X -85768 -2626 X false true X true false X 1274392 1240804 1204095 1122803 1122940 5965034 1274392 1240804 1204095 1122803 1122940 5965034 28249 5936785 17482 32220 14004 7147 4970 75823 30679 16017 46696 6087553 201082 0.97520 0.96980 X PART II, LINE 10 ADMINISTRATION FEES-TOTAL FOR YEARS 19,694 OTHER RECEIPTS-TOTAL FOR YEARS 27,002 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 279171 2343 118046 2029 161439 298156 8652 24235 3402 279171 797247 36352 530711 4732 298156 735134 102767 30505 10149 797247 784340 -9927 29222 10057 735134 1.00000 true false 623550 118724 504826 504826 ENDOWMENT - FACILITIES 99085 F ENDOWMENT - GENERAL 62353 F 161438 BENEFICIAL INTEREST IN PERPETUAL TRU 211737 211737 CONDITIONAL CONTRIBUTION - PPP FUNDI 86893 DISASTER FUNDS 79399 166292 X 1086594 -2627 -2627 1089221 2029 80487 82516 1171737 1174989 1174989 2029 80487 82516 1257505 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 80,487 SCHEDULE D, PAGE 4, PART XII, LINE 4B DESIGNATIONS PAID 80,487 CHAIR-ITY BALL 20577 20577 7857 TASTE OF ALAMAN 5500 5500 631 26077 26077 8488 8488 17589 true ACADEMIC AND CAREER READINESS - ACC 1304 PLAZA DRIVE BURLINGTON NC 27215 566052379 501C3 40000 COMMUNITY SUPPORT ALAMANCE COUNTY YMCA 1346 S MAIN STREET BURLINGTON NC 27215 560611575 501C3 15000 COMMUNITY SUPPORT ALAMANCE COUNTY MEALS ON WHEELS 508 W DAVIS STREET BURLINGTON NC 27215 561061980 501C3 28000 COMMUNITY SUPPORT ALAMANCE PARTNERSHIP FOR CHILDREN PO BOX 202 BURLINGTON NC 27217 561884459 501C3 19000 COMMUNITY SUPPORT MEDICATION MANAGEMENT CLINIC PO BOX 202 BURLINGTON NC 27216 560529994 501C3 15000 COMMUNITY SUPPORT ALLIED CHURCHES OF ALAMANCE COUNTY 3057 S CHURCH STREET BURLINGTON NC 27215 561553388 501C3 34000 COMMUNITY SUPPORT BURLINGTON DEVELOPMENT CORPORATION PO BOX 2380 BURLINGTON NC 27216 561878125 501C3 25000 COMMUNITY SUPPORT CATHOLIC CHARITIES CENTRO LA COMU PO BOX 2061 BURLINGTON NC 27216 560529943 501C3 12000 COMMUNITY SUPPORT CHILDREN'S HOME SOCIETY PO BOX 14608 GREENSBORO NC 27415 560529946 501C3 10000 COMMUNITY SUPPORT CROSSROADS SEXUAL ASSAULT RESPONSE PO BOX 673 BURLINGTON NC 27216 561550998 501C3 13000 COMMUNITY SUPPORT FAMILY ABUSE SERVICES OF ALAMANCE C PO BOX 2192 BURLINGTON NC 27216 561198802 501C3 33000 COMMUNITY SUPPORT OPEN DOOR CLINIC OF ALAMANCE COUNTY 221A N GREAHAM-HOPEDALE RD BURLINGTON NC 27217 561794210 501C3 18000 COMMUNITY SUPPORT RESIDENTIAL TREATMENT SERVICES OF A PO BOX 427 BURLINGTON NC 27216 560988222 501C3 17000 COMMUNITY SUPPORT THE SALVATION ARMY OF ALAMANCE COUN PO BOX 1238 BURLINGTON NC 27216 560543227 501C3 58500 COMMUNITY SUPPORT ELON ACADEMY CAMPUS BOX 2108 ELON NC 27244 560532303 501C3 15000 COMMUNITY SUPPORT THE EXCHANGE CLUB FAMILY CENTER 200 N MAIN ST GRAHAM NC 27253 581443692 501C3 13000 COMMUNITY SUPPORT WOMEN'S RESOURCE CENTER IN ALAMANC 411-B FIFTH STREET BURLINGTON NC 27215 581917630 501C3 41000 COMMUNITY SUPPORT LEGAL AID OF NORTH CAROLINA PO BOX 1728 PITTSBORO NC 27278 311784161 501C3 10000 COMMUNITY SUPPORT PIEDMONT HEALTH SERVICES INC 127 KINGSTON DRIVE CHAPEL HILL NC 27514 560952737 501C3 15000 COMMUNITY SUPPORT FORM 990 - ORGANIZATION'S MISSION THE MISSION OF UNITED WAY OF ALAMANCE COUNTY IS TO MOBILIZE THE CARING POWER OF OUR COMMUNITY TO ADVANCE THE COMMON GOOD. TO DO THIS, WE WILL LEAD COLLECTIVE ACTION AROUND BOLD GOALS IN EDUCATION, FINANCIAL STABILITY, AND HEALTH. MORE SPECIFICALLY, WE WILL LIVE UNITED BY CONVENING PARTNERS AROUND SHARED COMMUNITY GOALS; ALIGNING COMMUNITY GIVING, ADVOCATING, VOLUNTEERING TO ACHIEVE THE GOALS; AND SUPPORTING STRATEGIC WORK THAT ADVANCES THE GOALS. EACH YEAR, UNITED WAY OF ALAMANCE COUNTY RAISES FUNDS THROUGH SPONSORSHIPS, CORPORATE GIFTS, INDIVIDUAL GIFTS AND WORKPLACE CAMPAIGNS IN ORDER TO FUND PRIORITY NEEDS IDENTIFIED IN THE COMMUNITY ASSESSMENT. GOALS AND STRATEGIES FOR CONTINUOUS IMPROVEMENT ARE FOCUSED AROUND THREE PRIORITY AREAS (HEALTH, EDUCATION, AND INCOME/FINANCIAL STABILITY) AND OTHER PROGRAMMING. THESE PROGRAMS AND AGENCIES IMPACT 54,404 LIVES IN ALAMANCE COUNTY. UNITED WAY OF ALAMANCE COUNTY IS THE LEADING CONVENER OF NONPROFITS, DONORS, BUSINESSES AND STAKEHOLDERS ADDRESSING COMMUNITY ISSUES. WE WERE UNIQUELY POSITIONED DURING COVID-19 TO RAISE FUNDS TO RESPOND TO IMMEDIATE NEEDS AND WERE NAMED FEEDING COORDINATORS FOR THE COUNTY THROUGH THE EMERGENCY OPERATIONS CENTER. 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; DEPARTMENT OF SOCIAL SERVICES; AND ON SEVERAL BOARDS AND COMMITTEES THAT ADDRESS HUNGER AND HOUSING. COMMUNITY COUNCIL, AN ORGANIZATION OF LEADERS. THE COMMUNITY COUNCIL BLOG, WITH OVER 400 SUBSCRIBERS DISSEMINATES PERTINENT INFORMATION FOR NONPROFITS. COMMUNITY COUNCIL EXECUTES INITIATIVES AROUND HEALTH, EDUCATION AND INCOME AND KEEPS THE NONPROFIT SECTOR AND DONORS INFORMED OF CURRENT ISSUES EFFECTING CITIZENS OF ALAMANCE COUNTY. VOLUNTARY INCOME TAX ASSISTANCE (VITA) IRS TRAINED VOLUNTEERS ASSIST LOW INCOME, DISABLED OR VETERANS IN FILING THEIR TAX RETURNS. ASSISTANCE ENDED 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. PAM FOX IS ON THE BOARD OF A FUNDED AGENCY AND HAS A BUSINESS RELATIONSHIP WITH UNITED WAY OF ALAMANCE COUNTY. JACK LINDLEY IS ON THE BOARD OF A FUNDED AGENCY. TERESA MANSFIELD IS ON THE BOARD OF FUNDED AGENCIES AND HAS A BUSINESS RELATIONSHIP WITH UNITED WAY OF ALAMANCE COUNTY. 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 80,487 DONOR DESIGNATED PORTION OF EXPENDITURES -80,487