UNITED WAY OF NORTH CAROLINA: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- UNITED WAY OF NORTH CAROLINA (EIN 56-0564547)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-09-28
- IRS object ID
- 202012729349300236
- Schema version
- 2019v5.1
- 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 | 2020-09-28T10:38:41-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 560574444 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHERRY BEKAERT LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3800 GLENWOOD AVE SUITE 200 | AddressLine1Txt |
| City | RALEIGH | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27612 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 560564547 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED WAY OF NORTH CAROLINA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIT | BusinessNameControlTxt |
| Phone | 9198345200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1130 KILDAIRE FARM ROAD NO 100 | AddressLine1Txt |
| City | CARY | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27511 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LAURA ZINK MARX | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 9198345200 | PhoneNum |
| Signature | 2020-09-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AMANDA ADAMS | PreparerPersonNm |
| PTIN | P00748038 | PTIN |
| Phone | 9197821040 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.30.12.216 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-09-14 | IPDt |
| IP Tm | 16:42:01 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 18694F53AD11E15FFCEA276DE93F63B2E746D691 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | LAURA ZINK MARX | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1130 KILDAIRE FARM ROAD NO 100 | AddressLine1Txt |
| City | CARY | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27511 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,243,094 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.UNITEDWAYNC.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1951 | FormationYr |
| Legal Domicile State | NC | LegalDomicileStateCd |
| Activity Or Mission | INCREASE THE CAPABILITY OF THE UNITED WAY SYSTEM TO IMPROVE THE QUALITY OF HUMAN LIFE IN NC | ActivityOrMissionDesc |
| Voting Members Governing Body | 21 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 20 | VotingMembersIndependentCnt |
| Total Employee | 16 | TotalEmployeeCnt |
| Total Volunteers | 27 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,217,401 | PYContributionsGrantsAmt |
| CY Contributions Grants | $628,036 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,409,979 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $3,544,587 | CYProgramServiceRevenueAmt |
| PY Investment Income | $212 | PYInvestmentIncomeAmt |
| CY Investment Income | $199 | CYInvestmentIncomeAmt |
| PY Other Revenue | $35,079 | PYOtherRevenueAmt |
| CY Other Revenue | $70,272 | CYOtherRevenueAmt |
| PY Total Revenue | $3,662,671 | PYTotalRevenueAmt |
| CY Total Revenue | $4,243,094 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $719,185 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $100,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $682,425 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $966,799 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,233,502 | PYOtherExpensesAmt |
| CY Other Expenses | $3,208,948 | CYOtherExpensesAmt |
| PY Total Expenses | $3,635,112 | PYTotalExpensesAmt |
| CY Total Expenses | $4,275,747 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $27,559 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$32,653 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,040,328 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,382,303 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,993,694 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,275,896 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $46,634 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $106,407 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | INCREASE THE CAPABILITY OF THE UNITED WAY SYSTEM TO IMPROVE THE QUALITY OF HUMAN LIFE IN NORTH CAROLINA. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | Yes (1) | SignificantChangeInd |
| Expense | $2,522,000 | ExpenseAmt |
| Revenue | $2,234,674 | RevenueAmt |
| Desc | NCCARE360 - UNITED WAY OF NORTH CAROLINA SERVES AS THE LEAD VENDOR FOR NCCARE360 ALONG WITH OUR PARTNERS TO BUILD THE FIRST STATE WIDE COORDINATED NETWORK THAT UNITES HEALTHCARE AND HUMAN SERVICES ORGANIZATIONS WITH A SHARED TECHNOLOGY PLATFORM ALLOWING FOR A COORDINATED, COMMUNITY-ORIENTED, PERSON-CENTERED APPROACH TO DELIVERING CARE IN NORTH CAROLINA. NCCARE360 ALLOWS PROVIDERS TO ELECTRONICALLY CONNECT THOSE WITH IDENTIFIED NEEDS TO COMMUNITY RESOURCES AND ALLOW FOR A FEEDBACK LOOP ON THE OUTCOME OF THAT CONNECTION. THIS SOLUTION ENSURES ACCOUNTABILITY AROUND SERVICES DELIVERED, PROVIDES A "NO WRONG DOOR" APPROACH, CLOSES THE LOOP ON EVERY REFERRAL MADE, AND REPORTS ON OUTCOMES OF THAT CONNECTION. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $736,233 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $830,404 | RevenueAmt |
| Desc | NC 2-1-1: NC 2-1-1 PROVIDES 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, COMPLAINTS, AND SERVICES, ALERTING STAKEHOLDERS TO EMERGING NEEDS AND MAKING IT POSSIBLE TO DIRECT RESOURCES TO WHERE THEY WILL DO THE MOST GOOD. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $398,274 | ExpenseAmt |
| Revenue | $447,098 | RevenueAmt |
| Desc | STATE EMPLOYEE COMBINED CAMPAIGN: UNITED WAY OF NORTH CAROLINA IS THE CONTRACTED STATE CAMPAIGN ORGANIZATION THAT PROVIDES CAMPAIGN SUPPORT, CAMPAIGN MATERIALS, A CHARITABLE APPLICATION PROCESS FOR QUALIFYING AGENCIES AND FINANCIAL ACCOUNTABILITY FOR THE STATE'S EMPLOYEE CAMPAIGN. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $314,025 | ExpenseAmt |
| Grant | $100,000 | GrantAmt |
| Revenue | $32,411 | RevenueAmt |
| Desc | MEMBER SERVICES: UNITED WAY OF NORTH CAROLINA PROVIDES SUPPORT THROUGH TRAINING, CONSULTATION AND TOOL KITS TO LOCAL UNITED WAY MEMBERS AND COMMUNITY STAKEHOLDERS. ADDITIONALLY, OPPORTUNITIES ARE PROVIDED THROUGHOUT THE YEAR TO SHARE BEST PRACTICES AND UPDATES IN SMALL AND LARGE GROUP SETTINGS. RESEARCH STUDIES ARE ALSO FUNDED TO HELP LOCAL UNITED WAYS COMMUNICATE THEIR IMPACT OUTCOMES IN THEIR LOCAL COMMUNITIES. ADDITIONALLY, UNITED WAY OF NORTH CAROLINA PROVIDES ONGOING COMMUNICATION AND ADVOCACY ACTIVITIES ON STATE AND FEDERAL POLICY ISSUES THAT RELATE TO UNITED WAY IMPACT AREAS OF EDUCATION, FINANCIAL STABILITY AND HEALTH. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $314,025 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $100,000 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $32,411 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $3,970,532 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 7 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 16 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 21 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 20 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAURA Z MARX | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9198345200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1130 KILDAIRE FARM ROAD STE 100 | AddressLine1Txt |
| City | CARY | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27511 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| LAURA ZINK MARX | ||||||
| PRESIDENT & CEO | 40.00 | Yes (X) | Yes (X) | $136,079 | $0 | $13,823 |
| LOIS INGLAND | ||||||
| BOARD CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DAVID MCNEIL | ||||||
| VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BRIAN USISCHON | ||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DEBORAH ALLY | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID BAILEY | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SHERRY BRADSHER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LAURA CLARK | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JENNIE CONNOR | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DENISE CUMBEE LONG | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PRES DAVENPORT | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TIM GABEL | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TIFFANY GLADNEY | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RICKY HURTADO | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JEFF JOHNSON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| THARESA LEE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KIM MCCOMBS THORNTON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GARETH MONTAGUE SMITH | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| HEIDI NORWICK | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BRITTANY PRUITT | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TRAVIS STARKEY | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ROY WATSON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $136,079 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $13,823 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $298,967 | MembershipDuesAmt |
| All Other Contributions | $329,069 | AllOtherContributionsAmt |
| Total Contributions | $628,036 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| NCCARE360 FEES | 900099 | $2,234,674 | $2,234,674 |
| NC 2-1-1 SERVICE FEES | 900099 | $830,404 | $830,404 |
| ADMINISTRATIVE FEES | 900099 | $415,859 | $415,859 |
| CONFERENCE FEES | 900099 | $32,411 | $32,411 |
| MARKETING SPONSORSHIPS | 900099 | $31,239 | $31,239 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $3,544,587 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $199 | TotalRevenueColumnAmt |
| Exclusion | $199 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REIMBURSEMENTS/OTHER | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $70,272 | TotalRevenueColumnAmt |
| Exclusion | $70,272 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $70,272 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,243,094 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,544,587 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $70,471 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100,000 | TotalAmt |
| Program Services | $100,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $149,902 | TotalAmt |
| Program Services | $126,251 | ProgramServicesAmt |
| Management And General | $23,651 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $577,984 | TotalAmt |
| Program Services | $498,882 | ProgramServicesAmt |
| Management And General | $79,102 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $181,804 | TotalAmt |
| Program Services | $119,283 | ProgramServicesAmt |
| Management And General | $62,521 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,590 | TotalAmt |
| Program Services | $6,530 | ProgramServicesAmt |
| Management And General | $1,060 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,519 | TotalAmt |
| Program Services | $32,895 | ProgramServicesAmt |
| Management And General | $16,624 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,745 | TotalAmt |
| Program Services | $33,291 | ProgramServicesAmt |
| Management And General | $36,454 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,580 | TotalAmt |
| Program Services | $53,580 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,532 | TotalAmt |
| Program Services | $66,534 | ProgramServicesAmt |
| Management And General | $9,998 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,614 | TotalAmt |
| Program Services | $50,614 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,898 | TotalAmt |
| Program Services | $38,589 | ProgramServicesAmt |
| Management And General | $27,309 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,750 | TotalAmt |
| Program Services | $23,747 | ProgramServicesAmt |
| Management And General | $26,003 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,405 | TotalAmt |
| Program Services | $58,240 | ProgramServicesAmt |
| Management And General | $8,165 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $95,441 | TotalAmt |
| Program Services | $84,296 | ProgramServicesAmt |
| Management And General | $11,145 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $869 | TotalAmt |
| Management And General | $869 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,555 | TotalAmt |
| Management And General | $1,555 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| NC CARE 360 EXPANSION | $2,522,000 | $2,522,000 |
| HURRICANE RELIEF | $89,987 | $89,987 |
| DEPT EXECUTIVE PROGRAM | $25,103 | $25,103 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,469 | TotalAmt |
| Program Services | $40,710 | ProgramServicesAmt |
| Management And General | $759 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,275,747 | TotalAmt |
| Program Services | $3,970,532 | ProgramServicesAmt |
| Management And General | $305,215 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,318,717 | BOYAmt |
| EOY | $1,484,925 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $699,332 | BOYAmt |
| EOY | $878,644 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,735 | BOYAmt |
| EOY | $13,028 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $298,312 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $292,606 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,544 | BOYAmt |
| EOY | $5,706 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,040,328 | BOYAmt |
| EOY | $2,382,303 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $701,681 | BOYAmt |
| EOY | $1,069,884 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,247 | BOYAmt |
| EOY | $233,465 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,882,314 | BOYAmt |
| EOY | $677,346 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $350,452 | BOYAmt |
| EOY | $295,201 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,993,694 | BOYAmt |
| EOY | $2,275,896 | 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 | $27,941 | BOYAmt |
| EOY | -$257 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,693 | BOYAmt |
| EOY | $106,664 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,634 | BOYAmt |
| EOY | $106,407 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,040,328 | BOYAmt |
| EOY | $2,382,303 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$32,653 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $92,426 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | 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 (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | 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 | $521,151 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $656,799 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $437,066 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,217,401 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $628,036 | CurrentTaxYearAmt |
| Total | $3,460,453 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $521,151 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $656,799 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $437,066 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,217,401 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $628,036 | CurrentTaxYearAmt |
| Total | $3,460,453 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $331,337 | SubstantialContributorsTotAmt |
| Public Support Total170 | $3,129,116 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $817 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $467 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $320 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $212 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $199 | CurrentTaxYearAmt |
| Total | $2,015 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $3,462,468 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $7,816,744 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.90370 | PublicSupportCY170Pct |
| Public Support PY170 | 0.89560 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $53,580 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $53,580 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $265,556 | OtherCostOrOtherBasisAmt |
| Depreciation | $259,850 | DepreciationAmt |
| Book Value | $5,706 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $32,756 | OtherCostOrOtherBasisAmt |
| Depreciation | $32,756 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $5,706 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED PENSION BENEFITS | Desc |
| Amt | $295,201 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $295,201 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $4,243,094 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $4,243,094 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $4,243,094 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $4,275,747 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $4,275,747 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $4,275,747 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | ON SEPTEMBER 1, 1982, THE ORGANIZATION ENTERED INTO A CONTRACT WITH THE STATE OF NORTH CAROLINA DEPARTMENT OF ADMINISTRATION AND OFFICE OF STATE BUDGET AND MANAGEMENT, TO ACT AS ADMINISTRATOR FOR THE NORTH CAROLINA STATE EMPLOYEES COMBINED CAMPAIGN. UNDER THE PRESENT AGREEMENT, THE ORGANIZATION MAINTAINS AN ACCOUNT TO RECEIVE STATE EMPLOYEE CONTRIBUTIONS OF CASH, CREDIT CARD, AND PAYROLL WITHHOLDINGS, WHICH ARE RECEIVED FROM VARIOUS STATE PAYROLL DISBURSING OFFICES. THE ORGANIZATION DISTRIBUTES THE FUNDS BASED ON STATEWIDE CAMPAIGN RESULTS. IN 2016, THE ORGANIZATION ENTERED INTO A MEMORANDUM OF UNDERSTANDING WITH THE GOVERNOR'S OFFICE OF NORTH CAROLINA TO ASSIST WITH HELPING AREAS AFFECTED BY HURRICANE MATTHEW. UNDER THIS AGREEMENT, THE ORGANIZATION WILL HOLD FUNDS COLLECTED BY THE GOVERNOR'S OFFICE AND THESE FUNDS ARE TO BE DISBURSED BY THE ORGANIZATION IN ACCORDANCE WITH THE ELIGIBILITY REQUIREMENTS AND ALLOWABLE COST PROVISIONS IN THE CONTRACT BETWEEN THE ORGANIZATION AND THE GOVERNOR'S OFFICE. |
| PART X, LINE 2: | THE ORGANIZATION FOLLOWS THE FASB GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THE GUIDANCE CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS BY PRESCRIBING A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE ORGANIZATION'S POLICY IS TO RECORD A LIABILITY FOR ANY TAX POSITION TAKEN THAT IS BENEFICIAL TO THE ORGANIZATION INCLUDING ANY RELATED INTEREST AND PENALTIES, WHEN IT IS MORE LIKELY THAN NOT (MORE THAN 50% LIKELIHOOD) THE POSITION TAKEN BY MANAGEMENT WITH RESPECT TO A TRANSACTION OR CLASS OF TRANSACTIONS WILL BE OVERTURNED BY A TAXING AUTHORITY UPON EXAMINATION. MANAGEMENT BELIEVES THERE ARE NO SUCH POSITIONS AS OF DECEMBER 31, 2019 AND, ACCORDINGLY, NO LIABILITY HAS BEEN ACCRUED. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| UNITED WAY OF THE CAPE FEAR AREA | |||||||
| 5019 OLEANDER DR STE 115 | WILMINGTON | NC | 28403 | 560529949 | 501(C)(3) | $25,000 | HURRICANE FLORENCE DISASTER RECOVERY |
| UNITED WAY OF ROBESON COUNTY | |||||||
| 514 PETERSON DR | LUMBERTON | NC | 28358 | 581636285 | 501(C)(3) | $25,000 | HURRICANE FLORENCE DISASTER RECOVERY |
| UNITED WAY OF ONSLOW COUNTY | |||||||
| 403 N BAYSHORE DR | JACKSONVILLE | NC | 28541 | 237356577 | 501(C)(3) | $25,000 | HURRICANE FLORENCE DISASTER RECOVERY |
| UNITED WAY OF COASTAL CAROLINA | |||||||
| 601 BROAD ST | NEW BERN | NC | 28560 | 566017934 | 501(C)(3) | $25,000 | HURRICANE FLORENCE DISASTER RECOVERY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 4 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | 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 AND 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. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 3 | THE HURRICANE FLORENCE HOUSING PROGRAM, BACK @ HOME, ENDED ON DECEMBER 31, 2019. THE EMPLOYEE COMBINED CAMPAIGN CONTRACT ENDED ON DECEMBER 31, 2019 IN ADDITION TO UNITED WAY OF NORTH CAROLINA'S SERVICES AS THE CAMPAIGN ORGANIZATION. |
| 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 THE MEMBERSHIP. 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 MEMBERS ORGANIZATION AND WOULD BE FAMILIAR WITH ALL THE TERMS OF THE GRANT OR CONTRACT PAYMENT. IF ISSUES AROSE, THE PRESIDENT WOULD BRING 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 REQUESTS BY ANY PERSON. |
| FORM 990, PART XI, LINE 9: | NONOPERATING - PENSION-RELATED CHANGES OTHER THAN NET PERIODIC PENSION COST 92,426. |
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