2021-09-20T12:46:25-05:00 2020-12-31 561031342 WILLIAMS OVERMAN PIERCE LLP 2501 ATRIUM DRIVE SUITE 500 RALEIGH NC 27607 990 2020-01-01 560564547 UNITED WAY OF NORTH CAROLINA UNIT 9198345200 1130 KILDAIRE FARM ROAD NO 100 CARY NC 27511 LAURA ZINK MARX PRESIDENT & CEO 9198345200 2021-09-14 1 LAURA ZINK MARX 999009999 DANIEL M LAVELLE CPA P02154046 9197823444 2021-09-14 0 AAL1 IAL1 2020 2022-09-23 18:48:47Z LAURA ZINK MARX 1130 KILDAIRE FARM ROAD NO 100 CARY NC 27511 7770294 0 X WWW.UNITEDWAYNC.ORG X 1951 NC INCREASE THE CAPABILITY OF THE UNITED WAY SYSTEM TO IMPROVE THE QUALITY OF HUMAN LIFE IN NC. 21 20 15 24 0 0 628036 1495326 3544587 6257285 199 1344 70272 16339 4243094 7770294 100000 23672 0 0 966799 1056513 0 0 0 3208948 6060818 4275747 7141003 -32653 629291 2382303 2955432 2275896 2091595 106407 863837 X INCREASE THE CAPABILITY OF THE UNITED WAY SYSTEM TO IMPROVE THE QUALITY OF HUMAN LIFE IN NC. 0 1 4395084 4779816 NCCARE360: UNITED WAY OF NORTH CAROLINA, ALONG WITH OUR PARTNERS, SERVES AS THE LEAD VENDOR FOR NCCARE360 TO BUILD THE FIRST STATEWIDE COORDINATED NETWORK THAT UNITES HEALTHCARE AND HUMAN SERVICES ORGANIZATIONS WITH A SHARED TECHNOLOGY PLATFORM. THIS ALLOWS FOR A COORDINATED, COMMUNITY-ORIENTED, PERSON-CENTERED APPROACH TO DELIVER CARE IN NORTH CAROLINA. NCCARE360 ALLOWS PROVIDERS TO ELECTRONICALLY CONNECT THOSE WITH IDENTIFIED NEEDS TO COMMUNITY RESOURCES, AND ALLOWS FOR A FEEDBACK LOOP ON THE OUTCOME OF THAT CONNECTION. THIS SOLUTION ENSURES ACCOUNTABILITY AROUND SERCIVES DELIVERED, PROVIDES A "NO WRONG DOOR" APPROACH, CLOSES THE LOOP ON EVERY REFERRAL MADE, AND REPORTS ON OUTCOMES OF THAT CONNECTION. 2032920 1445887 NC 2-1-1: THIS PROGRAM GENERATES STATEWIDE, 24/7 INFORMATION AND REFERRAL SERVICES TO NC RESIDENTS. 2-1-1 IS AN INFORMATION AND REFERRAL LINE AND COMPANION WEB SITE (NC211.ORG) THAT CONNECTS PEOPLE TO VITAL SOCIAL SERVICES PROVIDED BY A RANGE OF NONPROFIT AND GOVERNMENT AGENCIES. THIS EASY-TO-REMEMBER NUMBER SAVES TIME AND FRUSTRATION BY ELIMINATING THE NEED FOR CALLERS TO NAVIGATE A MAZE OF AGENCIES AND HELP LINES. CONCURRENTLY, 2-1-1 IS AN EFFECTIVE MANAGEMENT TOOL. THE SYSTEM GENERATES REAL TIME DATA ON REQUESTS AT 211COUNTS.ORG, COMPAINTS, AND SERVICES. THIS ALERTS STAKEHOLDERS TO EMERGING NEEDS AND MAKES IT POSSIBLE TO DIRECT RESOURCES TO WHERE THEY WILL DO THE MOST GOOD. 279274 23672 31582 MEMBER SERVICES: AS THE MEMBER ASSOCIATION FOR 51 LOCAL UNITED WAYS COVERING 80% OF ALL COMMUNITIES IN NC, UWNC'S ROLE IS TO CREATE LEARNING AND ENGAGEMENT OPPORTUNITIES THAT BUILD STRONG UNITED WAY LEADERS, RESILIENT AND EQUITABLE UNITED WAY ORGANIZATIONS, AND ADVOCACY ACTION THAT TRANSFORMS THE LIVES OF LOW-INCOME WORKING FAMILIES. 6707278 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 6 0 1 15 1 0 0 0 0 0 0 0 0 0 0 0 0 X 21 20 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X X X LAURA Z MARX 9198345200 1130 KILDAIRE FARM ROAD STE 100 CARY NC 27511 LAURA ZINK MARX PRESIDENT & CEO 40.00 X X 153978 0 16681 JEFF JOHNSON VICE CHAIR 1.00 X X 0 0 0 ROY WATSON JR SECRETARY 1.00 X X 0 0 0 BRIAN USISCHON TREASURER 1.00 X X 0 0 0 LOIS INGLAND PAST CHAIR 1.00 X X 0 0 0 DEBORAH ALLY DIRECTOR 1.00 X 0 0 0 DAVID BAILEY DIRECTOR 1.00 X 0 0 0 SHERRY BRADSHER DIRECTOR 1.00 X 0 0 0 LAURA CLARK DIRECTOR 1.00 X 0 0 0 KATHY COLVILLE DIRECTOR 1.00 X 0 0 0 CHARMAINE FULLER COOPER DIRECTOR 1.00 X 0 0 0 DENISE CUMBEE LONG DIRECTOR 1.00 X 0 0 0 PRES DAVENPORT DIRECTOR 1.00 X 0 0 0 BRETT ECKERMAN DIRECTOR 1.00 X 0 0 0 LATRICIA FREEMAN DIRECTOR 1.00 X 0 0 0 TIM GABEL DIRECTOR 1.00 X 0 0 0 TIFFANY GLADNEY DIRECTOR 1.00 X 0 0 0 RICKY HURTADO DIRECTOR 1.00 X 0 0 0 THARESA LEE DIRECTOR 1.00 X 0 0 0 GARETH MONTAGUE-SMITH DIRECTOR 1.00 X 0 0 0 HEIDI NORWICK DIRECTOR 1.00 X 0 0 0 BRITTANY PRUITT DIRECTOR 1.00 X 0 0 0 TRAVIS STARKEY DIRECTOR 1.00 X 0 0 0 BRIAN WHITE DIRECTOR 1.00 X 0 0 0 DAVID MCNEILL BOARD CHAIR 1.00 X 0 0 0 153978 0 16681 1 0 1 0 0 235526 1100600 159200 1495326 NCCARE360 900099 4779816 4779816 NC 2-1-1 SERVICE FEES 900099 1445887 1445887 CONFERENCE FEES 900099 31582 31582 6257285 1344 1344 MISCELLANEOUS 900099 16339 16339 16339 7770294 6257285 0 17683 23672 23672 170659 139940 30719 599894 491913 107981 92267 75659 16608 139801 114637 25164 53892 44191 9701 16147 12433 3714 43918 33817 10101 26639 20512 6127 20207 20207 34980 34980 68270 52568 15702 70414 70414 48010 23045 24965 869 869 8797 8797 NCCARE360 5369754 5369754 CONTRACT LABOR 225216 173417 51799 OTHER PROGRAM EXPENSES 58341 58341 COMMUNITY AGENCIES 53172 53172 16084 16084 7141003 6707278 433725 0 1484925 738023 878644 2200419 13028 12122 298344 293476 5706 4868 2382303 2955432 1069884 1586711 233465 313146 677346 39969 295201 151769 2275896 2091595 X -257 702067 106664 161770 106407 863837 2382303 2955432 X 629291 128139 X 0 1 X 1 0 X 656799 437066 1217401 628036 1495326 4434628 656799 437066 1217401 628036 1495326 4434628 607635 3826993 467 320 212 199 1344 2542 35079 70272 16339 121690 4558860 12211851 0.83950 0.90370 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 43918 0 0 0 0 0 0 0 0 1 43918 43918 0 PART I-A, LINE 1: UNITED WAY OF NORTH CAROLINA HAS A CONTRACT WITH ROB LAMME AND ASSOCIATES FOR GOVERNMENT RELATIONS, COMMUNICATIONS AND POLICY CONSULTING. UNDER THE AGREEMENT, ROB LAMME AND ASSOCIATES PROVIDES POLICY AND COMMUNICATIONS ASSISTANCE TO UNITED WAY OF NORTH CAROLINA INCLUDING PLANNING EFFORTS TO CREATE GRASSROOTS COMMUNICATION, MEDIA AND POLICY STRATEGIES THAT WILL BENEFIT THE ORGANIZATION'S LONG AND SHORT TERM STATE POLICY GOALS; MONITORING RELEVANT LEGISLATIVE MEETINGS, PROVIDING DIRECT LOBBYING SERVICES TO UNITED WAY OF NORTH CAROLINA FOR ALL MEMBERS OF THE N.C. GENERAL ASSEMBLY AS WELL AS STATE AGENCIES, PROVIDING PRE- AND POST-SESSION BRIEFINGS REGARDING THE ORGANIZATION'S ADVOCACY EFFORTS; PARTICIPATING IN LEADERSHIP AND/OR GRASSROOTS ADVOCACY TRAININGS UNITED WAY OF NORTH CAROLINA MAY UNDERTAKE, AND ASSISTING IN THE CREATING AND IMPLEMENTATION OF GRASSROOTS COMMUNICATION, MEDIA AND POLICY STRATEGIES. THESE SERVICES ARE FOCUSED, BUT NOT LIMITED TO, HELPING TO BUILD UNITED WAY OF NORTH CAROLINA'S RELATIONSHIPS WITH POLICYMAKERS, AND ADVOCATING FOR THE ORGANIZATION'S LEGISLATIVE PRIORITIES. 0 0 265588 260720 4868 32756 32756 0 4868 ACCRUED PENSION BENEFITS 151769 151769 X 7770294 0 7770294 0 7770294 7141003 0 7141003 0 7141003 PART X, LINE 2: THE ORGANIZATION IS A NONPROFIT ORGANIZATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE ("IRC") AND IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES. INCOME GENERATED BY ACTIVITIES THAT WOULD BE CONSIDERED UNRELATED TO THE ORGANIZATION'S MISSION WOULD BE SUBJECT TO TAX WHICH, IF INCURRED, WOULD BE RECOGNIZED AS A CURRENT EXPENSE. NO SUCH TAX HAS BEEN RECOGNIZED FOR THE YEAR ENDED DECEMBER 31, 2020 AND 2019. 1 ALBEMARLE AREA UNITED WAY PO BOX 293 ELIZABETH CITY NC 27907 570515275 501(C)(3) 11993 COVID-19 RELIEF UNITED WAY ASSOCIATION OF SOUTH CAROLINA 914 RICHLAND STREET COLUMBIA SC 29201 237123601 501(C)(3) 11679 DISASTER RECOVERY 2 PART I, LINE 2: THE GRANTED FUNDS TO LOCAL UNITED WAYS COME FROM VARIOUS SOURCES, THEREFORE THE UNITED WAY OF NORTH CAROLINA (UWNC) COMBINES THE REPORTING REQUIREMENTS OF ALL REQUESTS, IN WRITING, SPECIFICS ON HOW DOLLARS WERE SPENT, TOTAL AMOUNT SPENT AND FOR WHAT PURPOSE IN REGULAR INTERVALS. THIS INFORMATION IS SUBMITTED TO A STAFF PERSON WHO MONITORS COMPLIANCE WITH GRANT TERMS. X X 0 0 0 0 0 0 0 0 0 LAURA ZINK MARX PRESIDENT & CEO 148049 0 0 0 5929 0 6632 0 10049 0 170659 0 0 0 SHERRY BRADSHER INTERESTED PERSON IS A BOARD MEMBER OF THE EXEMPT ORGANIZATION. 28000 CONTRACTED WITH HER EMPLOYER CANSLER COLLABORATIVE RESOURCES FOR AND RFI PROCESS AND BACKGROUND RESEARCH. SHERRY RECUSED HERSELF FROM COMMITTEE WORK AND ANY BOARD VOTING CONCERNING THIS ARRANGMENT OR CONTRACTING. 0 FORM 990, PART III, LINE 3 AS OF DEC 31, 2019, UNITED WAY IS NO LONGER THE CAMPAIGN ORGANIZATION FOR THE STATE EMPLOYEEE COMBINED CAMPAIGN. FORM 990, PART VI, SECTION A, LINE 6 THE MEMBERS OF THE CORPORATION SHALL CONSIST OF THE MEMBERS OF THE BOARDS OF DIRECTORS AND PROFESSIONAL STAFF OF SUPPORTING LOCAL UNITED WAYS, TOGETHER WITH THE MEMBERS OF THE BOARD OF DIRECTORS AND THE MEMBERS OF THE STANDING COMMITTEES OF UNITED WAY OF NORTH CAROLINA, AND SUCH OTHER PERSONS WHO MAY BE NOMINATED BY COMMITTEE AND APPROVED AT THE ANNUAL MEETING. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF DIRECTORS IS CHOSEN FROM NOMINATIONS MADE BY LOCAL UNITED WAYS, PARTNERS OR STAFF TO ALIGN WITH GEOGRAPHIC, DIVERSITY AND EQUITY STANDARDS OF THE ORGANIZATION. ONE-THIRD OF THE DIRECTORS SHALL BE ELECTED ANNUALLY FOR A THREE-YEAR TERM TO REPLACE THOSE WHOSE TERMS SHALL HAVE EXPIRED. ALL DULY ELECTED DIRECTORS SHALL SERVE UNTIL THE ELECTION AND ACCEPTANCE OF THEIR DULY QUALIFIED SUCCESSORS. ALL VACANCIES ON THE BOARD OCCURRING BETWEEN ANNUAL MEETINGS OF THE MEMBERSHIP MAY BE FILLED BY THE BOARD UNTIL THE NEXT ANNUAL MEETING. FORM 990, PART VI, SECTION B, LINE 11B THE 990 DRAFT IS PRESENTED TO THE AUDIT COMMITTEE THAT MAKES A RECOMMENDATION TO ACCEPT THE DRAFT OR REVISE IT. THE FINAL DRAFT IS PRESENTED FOR VOTE WITH EITHER THE EXECUTIVE COMMITTEE OR BOARD DEPENDING ON MEETING SCHEDULE OF THE FULL BOARD. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS AND DIRECTORS ARE REQUIRED TO SIGN A CONFLICT OF INTEREST STATEMENT EACH YEAR. THE PRESIDENT OF THE UNITED WAY OF NORTH CAROLINA WOULD BE AWARE OF ANY NEW DOLLARS AWARDED TO A BOARD MEMBER'S ORGANIZATION, AND WOULD BE FAMILIAR WITH ALL TERMS OF THE GRANT OR CONTRACT PAYMENT. IF ISSUES AROSE, THE PRESIDENT WOULD BRING THEM TO THE BOARD CHAIR FOR REVIEW. FORM 990, PART VI, SECTION B, LINE 15A THE FULL BOARD VOTES ON THE PRESIDENT'S COMPENSATION DURING THE ANNUAL BUDGET APPROVAL PROCESS. FORM 990, PART VI, SECTION C, LINE 19 THE NORTH CAROLINA SECRETARY OF STATE REQUIRES POSTING OF ALL DOCUMENTS THAT RESULT IN CHARITABLE LICENSING EACH YEAR. ALL OTHER DOCUMENTS ARE AVAILABLE UPON REQUEST BY ANY PERSON. FORM 990, PART XI, LINE 9: PERIODIC PENSION COST 128,139.