UNITED WAY OF ASHEVILLE & BUNCOMBE COUNTY INC: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- UNITED WAY OF ASHEVILLE & BUNCOMBE COUNTY INC (EIN 56-0576157)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2021-05-12
- IRS object ID
- 202131329349302978
- Schema version
- 2019v5.0
- 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 | 2021-05-12T12:57:08-05:00 | ReturnTs |
| Tax Period End | 2020-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 383828234 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARTER P C | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16 BILTMORE AVE SUITE 200 | AddressLine1Txt |
| City | ASHEVILLE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 288013617 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 560576157 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED WAY OF ASHEVILLE AND | BusinessNameLine1Txt |
| Business Name Line2 | BUNCOMBE COUNTY INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIT | BusinessNameControlTxt |
| Phone | 8282550696 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 SOUTH FRENCH BROAD AVE | AddressLine1Txt |
| City | ASHEVILLE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28801 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DANIEL B LEROY | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 8282101142 | PhoneNum |
| Signature | 2021-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RUFUS W DOLLAR | PreparerPersonNm |
| PTIN | P01293995 | PTIN |
| Phone | 8282599900 | PhoneNum |
| Preparation | 2021-05-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DANIEL B LEROY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 SOUTH FRENCH BROAD AVE | AddressLine1Txt |
| City | ASHEVILLE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $9,196,441 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | HTTP://WWW.UNITEDWAYABC.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1952 | FormationYr |
| Legal Domicile State | NC | LegalDomicileStateCd |
| Activity Or Mission | WE ARE DEDICATED TO BUILDING A STRONG, CARING COMMUNITY WHERE RESIDENTS ARE EDUCATED, FINANCIALLY STABLE AND HEALTHY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 35 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 34 | VotingMembersIndependentCnt |
| Total Employee | 100 | TotalEmployeeCnt |
| Total Volunteers | 2292 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $4,776,608 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,836,688 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $300,103 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $296,770 | CYProgramServiceRevenueAmt |
| PY Investment Income | $27,695 | PYInvestmentIncomeAmt |
| CY Investment Income | $49,967 | CYInvestmentIncomeAmt |
| PY Other Revenue | $72,893 | PYOtherRevenueAmt |
| CY Other Revenue | $93,356 | CYOtherRevenueAmt |
| PY Total Revenue | $5,177,299 | PYTotalRevenueAmt |
| CY Total Revenue | $4,276,781 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,787,873 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $924,219 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,270,158 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,384,395 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $615,190 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $737,270 | PYOtherExpensesAmt |
| CY Other Expenses | $749,141 | CYOtherExpensesAmt |
| PY Total Expenses | $4,795,301 | PYTotalExpensesAmt |
| CY Total Expenses | $4,057,755 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $381,998 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $219,026 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $7,387,950 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,700,371 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,737,869 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,086,098 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $5,650,081 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $5,614,273 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | "UNITE PEOPLE. IMPROVE LIVES. STRENGTHEN COMMUNITY." UNITED WAY OF ASHEVILLE AND BUNCOMBE COUNTY COMMITS TO REDUCING THE IMPACT THAT POVERTY HAS ON THE LIVES OF STUDENTS, FAMILIES AND COMMUNITIES. WE ARE DEDICATED TO CREATING A STRONG, CARING COMMUNITY WHERE OUR NEIGHBORS ARE EDUCATED, FINANCIALLY STABLE AND HEALTHY. WE DO THIS BY INVESTING IN THE WORK OF HIGH QUALITY NONPROFITS AND PROGRAMS. WE SERVE AS A BACKBONE ORGANIZATION TO A COALITION OF MORE THAN 50 ORGANIZATIONS THAT ARE CHANGING HOW WE BUILD SUPPORT FOR MIDDLE SCHOOL YOUTH AND THEIR FAMILIES. WE CONNECT PEOPLE TO RESOURCES THROUGH OUR 24/7 CALL CENTER - NC 2-1-1. AND WE CONNECT PEOPLE TO WAYS THEY CAN IMPROVE OUR COMMUNITY THROUGH GIVING, ADVOCATING AND VOLUNTEERING. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $2,092,710 | ExpenseAmt |
| Grant | $924,219 | GrantAmt |
| Desc | WE USE DONATIONS TO FUEL EFFORTS THAT IMPROVE THE EDUCATION, INCOME AND HEALTH OF OUR NEIGHBORS IN BUNCOMBE COUNTY. IN ADDITION TO THE GRANTS AND CONTRACTS THAT WE MAKE TO LOCAL NONPROFIT ORGANIZATIONS, COMMUNITY SCHOOLS IS WHERE A MAJORITY OF OUR WORK TAKES PLACE. BY TRANSFORMING PUBLIC SCHOOLS INTO HUBS OF SUPPORT FOR THE SURROUNDING COMMUNITY, WE ARE ABLE TO WRAP A DIVERSE NETWORK OF MORE THAN 50 COMMUNITY PARTNERS AROUND OUR SCHOOLS, STUDENTS AND FAMILIES. WHILE THE MAIN FOCUS OF COMMUNITY SCHOOLS IS TO WORK TOGETHER TO GET ALL OF OUR STUDENTS SUCCESSFULLY GRADUATED AND READY FOR COLLEGE, CAREER, AND COMMUNITY, THE INITIATIVES WE PURSUE TO ACHIEVE THIS ALLOW US TO ADDRESS THE SOCIAL DETERMINANTS OF HEALTH SUCH AS HUNGER, HOMELESSNESS, INTERPERSONAL VIOLENCE, POOR HEALTH CONDITIONS AND OTHER ISSUES. WE ARE CURRENTLY IN 5 MIDDLE SCHOOLS - ASHEVILLE, ENKA, ERWIN, OWEN AND REYNOLDS WITH PLANS TO EXPAND TO 4 ADDITIONAL SCHOOLS. WE RESPECT DONOR WISHES ASKING US TO DIRECT GIFTS TO OTHER 501(C)(3)S. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $533,773 | ExpenseAmt |
| Revenue | $292,420 | RevenueAmt |
| Desc | NC 2-1-1 IS A FREE AND CONFIDENTIAL INFORMATION AND REFERRAL LINE FOR PEOPLE IN NEED OF HEALTH AND HUMAN SERVICES. OUR SPECIALISTS ARE HIGHLY TRAINED, AVAILABLE 24/7/365 AND ASSIST CALLERS OF MANY LANGUAGES. NC 2-1-1 IS OPERATED BY UNITED WAY OF NORTH CAROLINA IN PARTNERSHIP WITH UNITED WAY OF ASHEVILLE AND BUNCOMBE COUNTY. UWABC HAS OPERATED THIS CALL CENTER SINCE THE EARLY 1970S AND SERVES A SIXTEEN COUNTY REGION IN WNC. WE ALSO PROVIDE STATEWIDE SUPPORT DURING NATURAL DISASTERS AND PUBLIC HEALTH CRISES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $315,967 | ExpenseAmt |
| Revenue | $4,350 | RevenueAmt |
| Desc | OUR VOLUNTEER CENTER MAKES IT EASY FOR PEOPLE TO LEND A HAND AND MAKE OUR COMMUNITY STRONG. VOLUNTEERS CAN CALL OR USE OUR ONLINE DATABASE TO FIND OPPORTUNITIES THAT FIT THEIR INTERESTS, SKILLS AND AVAILABILITY. OUR STAFF COORDINATE VOLUNTEER EXPERIENCES FOR GROUPS AND EMPLOYERS LOOKING FOR WAYS TO ENGAGE THEIR WORKFORCE IN SERVICE. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $2,942,450 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | 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 | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | 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 | false | 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 | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | 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 | 11 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 100 | 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 | 35 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 34 | 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 |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | APRIL LAMBERT | PersonNm |
| Phone | 8282101142 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 SOUTH FRENCH BROAD AVE | AddressLine1Txt |
| City | ASHEVILLE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28801 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (48 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| JENNIE EBLEN | ||||||
| CHAIR | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| SUSANNE SWANGER | ||||||
| CHAIR ELECT | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| HIMANSHU KARVIR | ||||||
| VICE CHAIR | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| CHERYL ATKINS | ||||||
| TREASURER | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| HEATHER GOLDSTEIN | ||||||
| SECRETARY | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| KIT CRAMER | ||||||
| PAST CHAIR | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| AMY BIBBY | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DEBRA CAMPBELL | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| SHELIA CHRISTOFALOS | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL CORTES | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| CHIP CRAIG | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JAMYE DAVIS | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| TAYLOR FOSS | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ANDREW GMITTER | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DR WILLIAM HATHAWAY | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MELISSA HEDT | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| CHRIS HOFFMAN | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| LAUREL JERNIGAN | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ROBERT MCARTHUR | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| LAKESHA MCDAY | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| KEVIN MCDONALD | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| LAVIE MONTGOMERY | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| RACHAEL NYGAARD | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| EMMA OLSON | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ANN RAY | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ASHLEY SMITH | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JULIE SMITH | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN SUTTON | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| BEN TEAGUE | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JASON A WALLS | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DR DARIN WATERS | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| GLENN W WILCOX SR | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ANGELICA WIND | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JOANN YODER | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| PAUL L MCDOWELL | ||||||
| CHAIR THRU 0 | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DEREK ALLEN | ||||||
| DIRECTOR THR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| AMY C BARRY | ||||||
| DIRECTOR THR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| NORMA DURAN BROWN | ||||||
| DIRECTOR THR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| SUZANNE DEFERIE | ||||||
| DIRECTOR THR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| SHANNON EARLE | ||||||
| DIRECTOR THR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ALICE ELIO | ||||||
| DIRECTOR THR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| TRACEY JOHNSTON-CRUM | ||||||
| DIRECTOR THR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DAVE MANNEBACH | ||||||
| DIRECTOR THR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| RASHEEDA MCDANIELS | ||||||
| DIRECTOR THR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DENISE PATTERSON | ||||||
| DIRECTOR THR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DANIEL B LEROY | ||||||
| CEO | 40.00 | Yes (X) | Yes (X) | $79,199 | $0 | $0 |
| NONA WORKMAN | ||||||
| VP FINANCE T | 40.00 | Yes (X) | $78,468 | $0 | $0 | |
| MARK MAJEWSKI | ||||||
| INTERIM VP F | 40.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $157,667 | TotalReportableCompFromOrgAmt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| All Other Contributions | $3,836,688 | AllOtherContributionsAmt |
| Noncash Contributions | $132,344 | NoncashContributionsAmt |
| Total Contributions | $3,836,688 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SERVICE FEES | Desc |
| Business | 624200 | BusinessCd |
| Total Revenue Column | $296,770 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $296,770 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $296,770 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $53,874 | TotalRevenueColumnAmt |
| Exclusion | $53,874 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $290,721 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $208,386 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $82,335 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $82,335 | TotalRevenueColumnAmt |
| Exclusion | $82,335 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,707,367 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,711,274 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$3,907 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$3,907 | TotalRevenueColumnAmt |
| Exclusion | -$3,907 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $11,021 | TotalRevenueColumnAmt |
| Exclusion | $11,021 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $11,021 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,276,781 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $296,770 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $143,323 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $924,219 | TotalAmt |
| Program Services | $924,219 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $259,310 | TotalAmt |
| Program Services | $45,500 | ProgramServicesAmt |
| Management And General | $148,810 | ManagementAndGeneralAmt |
| Fundraising | $65,000 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,575,756 | TotalAmt |
| Program Services | $1,123,775 | ProgramServicesAmt |
| Management And General | $122,542 | ManagementAndGeneralAmt |
| Fundraising | $329,439 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $90,975 | TotalAmt |
| Program Services | $58,068 | ProgramServicesAmt |
| Management And General | $15,456 | ManagementAndGeneralAmt |
| Fundraising | $17,451 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $318,101 | TotalAmt |
| Program Services | $203,038 | ProgramServicesAmt |
| Management And General | $54,043 | ManagementAndGeneralAmt |
| Fundraising | $61,020 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $140,253 | TotalAmt |
| Program Services | $88,159 | ProgramServicesAmt |
| Management And General | $21,535 | ManagementAndGeneralAmt |
| Fundraising | $30,559 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,467 | TotalAmt |
| Management And General | $30,467 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,009 | TotalAmt |
| Program Services | $19,126 | ProgramServicesAmt |
| Management And General | $38,485 | ManagementAndGeneralAmt |
| Fundraising | $9,398 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,135 | TotalAmt |
| Program Services | $11,135 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $423,243 | TotalAmt |
| Program Services | $362,250 | ProgramServicesAmt |
| Management And General | $24,523 | ManagementAndGeneralAmt |
| Fundraising | $36,470 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $83,507 | TotalAmt |
| Program Services | $48,841 | ProgramServicesAmt |
| Management And General | $12,840 | ManagementAndGeneralAmt |
| Fundraising | $21,826 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,586 | TotalAmt |
| Program Services | $18,181 | ProgramServicesAmt |
| Management And General | $1,611 | ManagementAndGeneralAmt |
| Fundraising | $30,794 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,488 | TotalAmt |
| Management And General | $5,488 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,120 | TotalAmt |
| Program Services | $33,793 | ProgramServicesAmt |
| Management And General | $8,321 | ManagementAndGeneralAmt |
| Fundraising | $10,006 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,482 | TotalAmt |
| Program Services | $5,056 | ProgramServicesAmt |
| Management And General | $1,754 | ManagementAndGeneralAmt |
| Fundraising | $1,672 | FundraisingAmt |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,104 | TotalAmt |
| Program Services | $1,309 | ProgramServicesAmt |
| Management And General | $14,240 | ManagementAndGeneralAmt |
| Fundraising | $1,555 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,057,755 | TotalAmt |
| Program Services | $2,942,450 | ProgramServicesAmt |
| Management And General | $500,115 | ManagementAndGeneralAmt |
| Fundraising | $615,190 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $234,141 | BOYAmt |
| EOY | $249,572 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,915,470 | BOYAmt |
| EOY | $1,075,294 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,635 | BOYAmt |
| EOY | $64,525 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,103 | BOYAmt |
| EOY | $20,529 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $3,544,844 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,812,288 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,813,392 | BOYAmt |
| EOY | $1,732,556 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,293,943 | BOYAmt |
| EOY | $1,215,105 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,065,266 | BOYAmt |
| EOY | $2,342,790 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,387,950 | BOYAmt |
| EOY | $6,700,371 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $278,088 | BOYAmt |
| EOY | $210,145 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $196,651 | BOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,263,130 | BOYAmt |
| EOY | $875,953 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,737,869 | BOYAmt |
| EOY | $1,086,098 | 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 | $4,444,573 | BOYAmt |
| EOY | $4,825,124 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,205,508 | BOYAmt |
| EOY | $789,149 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,650,081 | BOYAmt |
| EOY | $5,614,273 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,387,950 | BOYAmt |
| EOY | $6,700,371 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $219,026 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$74,894 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$179,940 | OtherChangesInNetAssetsAmt |
| 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
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 | $4,644,278 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,662,458 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,406,538 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,776,608 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,836,688 | CurrentTaxYearAmt |
| Total | $23,326,570 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,644,278 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,662,458 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,406,538 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,776,608 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,836,688 | CurrentTaxYearAmt |
| Total | $23,326,570 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $67,930 | SubstantialContributorsTotAmt |
| Public Support Total170 | $23,258,640 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $296,916 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $319,274 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $369,297 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $328,113 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $344,595 | CurrentTaxYearAmt |
| Total | $1,658,195 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $24,984,765 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $878,754 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.93090 | PublicSupportCY170Pct |
| Public Support PY170 | 0.93410 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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 C IRS990ScheduleC
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $3,278,384 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $3,278,384 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $313,919 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $78,480 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $333,313 | CurrentYearMinus3Amt |
| Current Year Minus2 | $335,641 | CurrentYearMinus2Amt |
| Current Year Minus1 | $336,366 | CurrentYearMinus1Amt |
| Current Year | $313,919 | CurrentYearAmt |
| Total | $1,319,239 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $1,978,859 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $450 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,280 | CurrentYearMinus2Amt |
| Current Year Minus1 | $880 | CurrentYearMinus1Amt |
| Total | $2,610 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $83,328 | CurrentYearMinus3Amt |
| Current Year Minus2 | $83,910 | CurrentYearMinus2Amt |
| Current Year Minus1 | $84,092 | CurrentYearMinus1Amt |
| Current Year | $78,480 | CurrentYearAmt |
| Total | $329,810 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $494,715 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus2 | $240 | CurrentYearMinus2Amt |
| Total | $240 | TotalAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,042,515 | BeginningYearBalanceAmt |
| Contributions | $374,865 | ContributionsAmt |
| Investment Earnings Or Losses | -$13,362 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $70,020 | OtherExpendituresAmt |
| Administrative Expenses | $17,739 | AdministrativeExpensesAmt |
| End Year Balance | $2,316,259 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,062,828 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $61,006 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $64,400 | OtherExpendituresAmt |
| Administrative Expenses | $16,919 | AdministrativeExpensesAmt |
| End Year Balance | $2,042,515 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,468,238 | BeginningYearBalanceAmt |
| Contributions | $567,320 | ContributionsAmt |
| Investment Earnings Or Losses | $104,871 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $64,070 | OtherExpendituresAmt |
| Administrative Expenses | $13,531 | AdministrativeExpensesAmt |
| End Year Balance | $2,062,828 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,378,151 | BeginningYearBalanceAmt |
| Contributions | $2,353 | ContributionsAmt |
| Investment Earnings Or Losses | $163,270 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $63,250 | OtherExpendituresAmt |
| Administrative Expenses | $12,286 | AdministrativeExpensesAmt |
| End Year Balance | $1,468,238 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,493,158 | BeginningYearBalanceAmt |
| Contributions | $4,000 | ContributionsAmt |
| Investment Earnings Or Losses | -$45,441 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $61,910 | OtherExpendituresAmt |
| Administrative Expenses | $11,656 | AdministrativeExpensesAmt |
| End Year Balance | $1,378,151 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Endowment Balance EOY | 1.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (true) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $100,420 | OtherCostOrOtherBasisAmt |
| Book Value | $100,420 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,008,807 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,415,403 | DepreciationAmt |
| Book Value | $1,593,404 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $435,617 | OtherCostOrOtherBasisAmt |
| Depreciation | $396,885 | DepreciationAmt |
| Book Value | $38,732 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,732,556 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| BENEFICIAL INTEREST IN ENDOWMENT | $2,316,259 | F |
| OTHER INVESTMENT | $26,531 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $2,342,790 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| ALLOCATIONS PAYABLE | $454,726 |
| PAYCHECK PROTECTION PROG LOAN | $418,000 |
| SECURITY DEPOSITS | $3,227 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $875,953 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $3,827,743 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$74,894 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $26,495 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | -$48,399 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,876,142 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $30,467 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $370,172 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $400,639 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $4,276,781 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,863,551 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $26,495 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $179,940 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $206,435 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,657,116 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $30,467 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $370,172 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $400,639 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $4,057,755 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PAGE 2, PART V, LINE 4 | THE PURPOSE OF THE ENDOWMENT IS TO PROVIDE THE UNITED WAY WITH OPERATING FUNDS. THE UNITED WAY RECEIVES 4% OF THE ENDOWMENT'S ASSETS PER YEAR FOR GENERAL OPERATIONS. THE FUND IS HELD BY THE COMMUNITY FOUNDATION OF WESTERN NORTH CAROLINA, AN UNRELATED ORGANIZATION. |
| SCHEDULE D, PAGE 3, PART X | THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C) (3) OF THE INTERNAL REVENUE CODE, EXCEPT ON NET INCOME DERIVED FROM UNRELATED BUSINESS ACTIVITIES. THE ORGANIZATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIALS TO THE FINANCIAL STATEMENTS. THE ORGANIZATION'S RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990) FOR THE YEARS ENDED JUNE 30, 2019, 2018, AND 2017, ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED. |
| SCHEDULE D, PAGE 4, PART XI, LINE 4B | DESIGNATED CONTRIBUTIONS 370,172 |
| SCHEDULE D, PAGE 4, PART XII, LINE 2D | UNCOLLECTABLE PLEDGES 179,940 |
| SCHEDULE D, PAGE 4, PART XII, LINE 4B | DESIGNATED GRANTS PAID 370,172 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (31 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt |
|---|---|---|---|---|---|---|
| ALL SOULS COUNSELING CENTER | ||||||
| 23 ORANGE ST | ASHEVILLE | NC | 28801 | 562200862 | 501C3 | $40,235 |
| AMERICAN RED CROSS | ||||||
| 100 EDGEWOOD ROAD | ASHEVILLE | NC | 28804 | 560529927 | 501C3 | $12,576 |
| BIG BROTHERS BIG SISTERS OF WNC | ||||||
| 50 S FRENCH BROAD | ASHEVILLE | NC | 28801 | 581505917 | 501C3 | $39,127 |
| BOUNTIFUL CITIES | ||||||
| PO BOX 898 | ASHEVILLE | NC | 28802 | 050587434 | 501C3 | $7,668 |
| CARING FOR CHILDREN | ||||||
| PO BOX 19113 | ASHEVILLE | NC | 28813 | 561182686 | 501C3 | $38,386 |
| CHILDREN FIRST COMMUNITIES IN SCHOO | ||||||
| 50 S FRENCH BROAD | ASHEVILLE | NC | 28801 | 591721943 | 501C3 | $25,951 |
| COUNCIL ON AGING OF BUNCOMBE COUNTY | ||||||
| 46 SHEFFIELD CIRCLE | ASHEVILLE | NC | 28803 | 237410586 | 501C3 | $23,670 |
| ELIADA HOMES | ||||||
| PO BOX 16708 | ASHEVILLE | NC | 28816 | 560611587 | 501C3 | $7,860 |
| GIRLS ON THE RUN | ||||||
| 50 S FRENCH BROAD | ASHEVILLE | NC | 28801 | 352177794 | 501C3 | $5,982 |
| GREEN OPPORTUNITIES | ||||||
| PO BOX 7235 | ASHEVILLE | NC | 28802 | 264230288 | 501C3 | $25,578 |
| HAYWOOD STREET CONGREGATION | ||||||
| 297 HAYWOOD ST | ASHEVILLE | NC | 28801 | 455301549 | 501C3 | $11,272 |
| HELPMATE | ||||||
| 116 VERONICA LANE | ASHEVILLE | NC | 28802 | 561276293 | 501C3 | $55,489 |
| HOMEWARD BOUND OF WESTERN NORTH CAR | ||||||
| PO BOX 1166 | ASHEVILLE | NC | 28806 | 561568917 | 501C3 | $66,463 |
| HOUSING AUTHORITY OF ASHEVILLE | ||||||
| 165 S FRENCH BROAD | ASHEVILLE | NC | 28801 | 566003041 | GOV | $10,000 |
| IRENE WORTHAM CENTER | ||||||
| 916 W CHAPEL RD | ASHEVILLE | NC | 28803 | 560733452 | 501C3 | $41,658 |
| JUST ECONOMICS OF WNC | ||||||
| PO BOX 2396 | ASHEVILLE | NC | 28802 | 611403579 | 501C3 | $8,174 |
| LITERACY COUNCIL OF BUNCOMBE COUNTY | ||||||
| 31 COLLEGE PLACE | ASHEVILLE | NC | 28801 | 581696409 | 501C3 | $10,201 |
| MANNA FOOD BANK | ||||||
| 627 SWANNANOA RIVER ROAD | ASHEVILLE | NC | 28805 | 581514800 | 501C3 | $13,111 |
| MEDIATION CENTER | ||||||
| 40 N FRENCH BROAD | ASHEVILLE | NC | 28801 | 561424025 | 501C3 | $19,240 |
| MEMORYCARE | ||||||
| 100 FAR HORIZON LANE | ASHEVILLE | NC | 28803 | 562178294 | 501C3 | $8,250 |
| MOUNTAIN CHILD ADVOCACY CENTER | ||||||
| 11 VANDERBILT PARK DRIVE STE A | ASHEVILLE | NC | 28803 | 581828408 | 501C3 | $25,426 |
| MOUNTAIN HOUSING OPPORTUNITIES | ||||||
| 2586 RICEVILLE ROAD | ASHEVILLE | NC | 28805 | 581516998 | 501C3 | $11,790 |
| ONTRACK FINANCIAL EDUCATION | ||||||
| 64 CLINGMAN AVE | ASHEVILLE | NC | 28801 | 561056077 | 501C3 | $51,224 |
| OUR VOICE | ||||||
| 44 MERRIMON AVE | ASHEVILLE | NC | 28801 | 581491531 | 501C3 | $30,253 |
| PISGAH LEGAL SERVICES | ||||||
| PO BOX 2276 | ASHEVILLE | NC | 28802 | 561191115 | 501C3 | $86,123 |
| READ TO SUCCEED | ||||||
| 26 SYLVAN AVE | ASHEVILLE | NC | 28801 | 272581580 | 501C3 | $7,860 |
| VERNER CENTER FOR EARLY LEARNING | ||||||
| 2586 RICEVILLE ROAD | ASHEVILLE | NC | 28805 | 562040462 | 501C3 | $47,816 |
| WNC AIDS PROJECT | ||||||
| 30 ORCHARD ST | ASHEVILLE | NC | 28801 | 581772685 | 501C3 | $10,315 |
| WNC COMMUNITY HEALTH SERVICES | ||||||
| PO BOX 338 | ASHEVILLE | NC | 28802 | 561852922 | 501C3 | $27,519 |
| YMCA OF WNC | ||||||
| 53 ASHELAND AVE | ASHEVILLE | NC | 28801 | 560530013 | 501C3 | $30,609 |
| YWCA | ||||||
| 185 S FRENCH BROAD | ASHEVILLE | NC | 28801 | 560547476 | 501C3 | $109,626 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 31 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PAGE 1, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | ACCOUNTABILITY IS MEASURED THROUGHOUT THE YEAR. DURING THE FUNDING CYCLE, UNITED WAY REVIEWS APPLICATIONS TO ENSURE THAT EACH ORGANIZATION APPLYING FOR AND RECEIVING PROGRAM FUNDING MEETS SPECIFIC FINANCIAL AND RESULTS-BASED REQUIREMENTS. FUNDED ORGANIZATIONS MUST CONFIRM IN WRITING THAT THEY HAVE AN AUDIT OR END OF YEAR FINANCIAL REVIEW CONDUCTED ANNUALLY AND THAT THE BOARD OF DIRECTORS REVIEWS FINANCIAL STATEMENTS AT LEAST QUARTERLY. ORGANIZATIONS ARE ALSO REQUIRED TO SUBMIT A FINAL RESULTS REPORT AT THE CONCLUSION OF EACH ANNUAL FUNDING CYCLE. | ExplanationTxt |
Schedule M IRS990ScheduleM
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $19,600 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | AVERAGE PURCHASE PRICE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | SCHOOL SUPPLIES | 1670 | $104,674 | AVERAGE PURCHASE PRICE |
| Yes (X) | COVID SUPPLIES | 3 | $8,070 | FAIR MARKET VALUE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE M, PAGE 2, PART II | FormAndLineReferenceDesc |
| Explanation | NUMBER OF ITEMS DONATED FOR LINE 25, OTHER ITEMS REPRESENTS THE NUMBER OF BACKPACKS DONATED. BACKPACKS CONTAIN VARIOUS SCHOOL SUPPLIES SELECTED BY THE DONOR. NUMBER OF ITEMS DONATED FOR LINE 26, COVID SUPPLIES REPRESENTS SEPARATE TYPES OF ITEMS DONATED, WHICH WERE RECEIVED IN MULTIPLE SMALL DONATIONS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 - ORGANIZATION'S MISSION | "UNITE PEOPLE. IMPROVE LIVES. STRENGTHEN COMMUNITY." UNITED WAY OF ASHEVILLE AND BUNCOMBE COUNTY COMMITS TO REDUCING THE IMPACT THAT POVERTY HAS ON THE LIVES OF STUDENTS, FAMILIES AND COMMUNITIES. WE ARE DEDICATED TO CREATING A STRONG, CARING COMMUNITY WHERE OUR NEIGHBORS ARE EDUCATED, FINANCIALLY STABLE AND HEALTHY. WE DO THIS BY INVESTING IN THE WORK OF HIGH QUALITY NONPROFITS AND PROGRAMS. WE SERVE AS A BACKBONE ORGANIZATION TO A COALITION OF MORE THAN 50 ORGANIZATIONS THAT ARE CHANGING HOW WE BUILD SUPPORT FOR MIDDLE SCHOOL YOUTH AND THEIR FAMILIES. WE CONNECT PEOPLE TO RESOURCES THROUGH OUR 24/7 CALL CENTER - NC 2-1-1. AND WE CONNECT PEOPLE TO WAYS THEY CAN IMPROVE OUR COMMUNITY THROUGH GIVING, ADVOCATING AND VOLUNTEERING. |
| FORM 990, PAGE 1, PART I, LINE 6 | VOLUNTEERS PROVIDED APPROXIMATELY 21,979 OF SERVICE TO THE ORGANIZATION IN 4,343 SLOT THIS FISCAL YEAR. THIS IS APPROXIMATELY 543,000 OF COMMUNITY IMPACT VALUE. |
| FORM 990, PAGE 2, PART III, LINE 4A | WE USE DONATIONS TO FUEL EFFORTS THAT IMPROVE THE EDUCATION, INCOME AND HEALTH OF OUR NEIGHBORS IN BUNCOMBE COUNTY. IN ADDITION TO THE GRANTS AND CONTRACTS THAT WE MAKE TO LOCAL NONPROFIT ORGANIZATIONS, COMMUNITY SCHOOLS IS WHERE A MAJORITY OF OUR WORK TAKES PLACE. BY TRANSFORMING PUBLIC SCHOOLS INTO HUBS OF SUPPORT FOR THE SURROUNDING COMMUNITY, WE ARE ABLE TO WRAP A DIVERSE NETWORK OF MORE THAN 50 COMMUNITY PARTNERS AROUND OUR SCHOOLS, STUDENTS AND FAMILIES. WHILE THE MAIN FOCUS OF COMMUNITY SCHOOLS IS TO WORK TOGETHER TO GET ALL OF OUR STUDENTS SUCCESSFULLY GRADUATED AND READY FOR COLLEGE, CAREER, AND COMMUNITY, THE INITIATIVES WE PURSUE TO ACHIEVE THIS ALLOW US TO ADDRESS THE SOCIAL DETERMINANTS OF HEALTH SUCH AS HUNGER, HOMELESSNESS, INTERPERSONAL VIOLENCE, POOR HEALTH CONDITIONS AND OTHER ISSUES. WE ARE CURRENTLY IN 5 MIDDLE SCHOOLS - ASHEVILLE, ENKA, ERWIN, OWEN AND REYNOLDS WITH PLANS TO EXPAND TO 4 ADDITIONAL SCHOOLS. WE RESPECT DONOR WISHES ASKING US TO DIRECT GIFTS TO OTHER 501(C)(3)S. |
| FORM 990, PAGE 6, PART VI, LINE 1A | THE EXECUTIVE COMMITTEE IS COMPOSED OF THE OFFICERS AND THREE OTHER DIRECTORS WHO ARE SELECTED BY THE BOARD OF DIRECTORS. THE TERM OF OFFICE FOR ALL EXECUTIVE COMMITTEE MEMBERS IS ONE YEAR OR UNTIL THEIR SUCCESSORS ARE NAMED AND QUALIFIED. THE COMMITTEE HAS AND EXERCISES ALL POWERS OF THE BOARD OF DIRECTORS, SUBJECT TO SUCH LIMITATIONS OR RESOLUTIONS AS THE BOARD OF DIRECTORS MAY IMPOSE, AND HAS THE POWER TO AFFIX THE SEAL OF THE CORPORATION TO ALL PAPERS WHICH IT DEEMS TO REQUIRE. FIVE MEMBERS OF THE COMMITTEE CONSTITUTES A QUORUM. MINUTES OF THE COMMITTEE ARE PREPARED, APPROVED BY THE CHAIRMAN OR HIS DESIGNEE, AND MADE AVAILABLE TO ALL MEMBERS OF THE BOARD OF DIRECTORS. |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE RETURN WAS PREPARED BY AN INDEPENDENT ACCOUNTANT WITH ASSISTANCE AND OVERSIGHT BY MANAGEMENT. UPON COMPLETION AND REVIEW, THE RETURN WAS PRESENTED TO THE FINANCE AND EXECUTIVE COMMITTEES AND DISTRIBUTED TO THE FULL BOARD PRIOR TO SUBMISSION TO THE IRS. |
| FORM 990, PAGE 6, PART VI, LINE 12C | AT THE FIRST BOARD MEETING OF THE YEAR, BOARD MEMBERS ARE REQUIRED TO COMPLETE THE CONFLICT OF INTEREST POLICY, DISCLOSING ANY POTENTIAL CONFLICTS. THIS IS DONE PRIOR TO THE APPROVAL OF ANY GRANTS FOR THE YEAR. |
| FORM 990, PAGE 6, PART VI, LINE 15A | THE BOARD OF DIRECTORS APPROVED AN INITIAL SALARY FOR THE CEO THAT WAS APPROPRIATE COMPARITIVE TO OTHER UNITED WAY ORGANIZATIONS IN THE SOUTHEAST REGION AND NATIONALLY. THE ORGANIZATION USES INTERNALLY-PREPARED STUDIES AND COMPARISONS TO CONDUCT ANNUAL REVIEWS OF THE CEO'S COMPENSATION. FINAL APPROVAL BY THE BOARD OR AN AUTHORIZED SUBCOMITTEE OF THE BOARD IS REQUIRED. AS OF THE FILING OF THIS RETURN, A REVIEW MOST RECENTLY CONDUCTED IN MAY 2019. |
| FORM 990, PAGE 6, PART VI, LINE 15B | THE ORGANIZATION HAS A DETAILED SALARY PLAN BASED ON AN OUTSIDE STUDY, WHICH IS REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD. |
| FORM 990, PAGE 6, PART VI, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AT THE ORGANIZATION'S ADMINISTRATIVE OFFICE. IN ADDITION, ITS FINANCIAL STATEMENTS ARE PROVIDED ON THE WEBSITE AND ARE CIRCULATED TO THE PUBLIC THROUGH VARIOUS OTHER OUTLETS. |
| FORM 990, PART XI, LINE 9 | UNCOLLECTABLE PLEDGES -179,940 |
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