2020-09-28T10:38:41-05:00 2019-12-31 560574444 CHERRY BEKAERT LLP 3800 GLENWOOD AVE SUITE 200 RALEIGH NC 27612 990 2019-01-01 560564547 UNITED WAY OF NORTH CAROLINA UNIT 9198345200 1130 KILDAIRE FARM ROAD NO 100 CARY NC 27511 LAURA ZINK MARX PRESIDENT & CEO 9198345200 2020-09-14 1 AMANDA ADAMS P00748038 9197821040 24.30.12.216 2020-09-14 16:42:01 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 18694F53AD11E15FFCEA276DE93F63B2E746D691 2019 2021-01-29 14:40:06Z LAURA ZINK MARX 1130 KILDAIRE FARM ROAD NO 100 CARY NC 27511 4243094 0 X WWW.UNITEDWAYNC.ORG X 1951 NC INCREASE THE CAPABILITY OF THE UNITED WAY SYSTEM TO IMPROVE THE QUALITY OF HUMAN LIFE IN NC 21 20 16 27 0 0 1217401 628036 2409979 3544587 212 199 35079 70272 3662671 4243094 719185 100000 0 0 682425 966799 0 0 0 2233502 3208948 3635112 4275747 27559 -32653 3040328 2382303 2993694 2275896 46634 106407 X INCREASE THE CAPABILITY OF THE UNITED WAY SYSTEM TO IMPROVE THE QUALITY OF HUMAN LIFE IN NORTH CAROLINA. 0 1 2522000 2234674 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. 736233 0 830404 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. 398274 447098 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. 314025 100000 32411 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. 314025 100000 32411 3970532 1 1 0 1 0 0 0 0 1 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 7 0 1 16 1 0 0 0 0 0 0 0 0 0 0 0 0 X 21 20 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NC X X X LAURA Z MARX 9198345200 1130 KILDAIRE FARM ROAD STE 100 CARY NC 27511 LAURA ZINK MARX PRESIDENT & CEO 40.00 X X 136079 0 13823 LOIS INGLAND BOARD CHAIR 1.00 X X 0 0 0 DAVID MCNEIL VICE CHAIR 1.00 X X 0 0 0 BRIAN USISCHON TREASURER 1.00 X X 0 0 0 DEBORAH ALLY DIRECTOR 1.00 X 0 0 0 DAVID BAILEY DIRECTOR 1.00 X 0 0 0 SHERRY BRADSHER DIRECTOR 1.00 X 0 0 0 LAURA CLARK DIRECTOR 1.00 X 0 0 0 JENNIE CONNOR DIRECTOR 1.00 X 0 0 0 DENISE CUMBEE LONG DIRECTOR 1.00 X 0 0 0 PRES DAVENPORT DIRECTOR 1.00 X 0 0 0 TIM GABEL DIRECTOR 1.00 X 0 0 0 TIFFANY GLADNEY DIRECTOR 1.00 X 0 0 0 RICKY HURTADO DIRECTOR 1.00 X 0 0 0 JEFF JOHNSON DIRECTOR 1.00 X 0 0 0 THARESA LEE DIRECTOR 1.00 X 0 0 0 KIM MCCOMBS THORNTON DIRECTOR 1.00 X 0 0 0 GARETH MONTAGUE SMITH DIRECTOR 1.00 X 0 0 0 HEIDI NORWICK DIRECTOR 1.00 X 0 0 0 BRITTANY PRUITT DIRECTOR 1.00 X 0 0 0 TRAVIS STARKEY DIRECTOR 1.00 X 0 0 0 ROY WATSON DIRECTOR 1.00 X 0 0 0 136079 0 13823 1 0 0 0 0 298967 329069 628036 NCCARE360 FEES 900099 2234674 2234674 NC 2-1-1 SERVICE FEES 900099 830404 830404 ADMINISTRATIVE FEES 900099 415859 415859 CONFERENCE FEES 900099 32411 32411 MARKETING SPONSORSHIPS 900099 31239 31239 3544587 199 199 REIMBURSEMENTS/OTHER 900099 70272 70272 70272 4243094 3544587 0 70471 100000 100000 149902 126251 23651 577984 498882 79102 181804 119283 62521 7590 6530 1060 49519 32895 16624 69745 33291 36454 53580 53580 76532 66534 9998 50614 50614 65898 38589 27309 49750 23747 26003 66405 58240 8165 95441 84296 11145 869 869 1555 1555 NC CARE 360 EXPANSION 2522000 2522000 HURRICANE RELIEF 89987 89987 DEPT EXECUTIVE PROGRAM 25103 25103 41469 40710 759 4275747 3970532 305215 0 2318717 1484925 699332 878644 15735 13028 298312 292606 6544 5706 3040328 2382303 701681 1069884 59247 233465 1882314 677346 350452 295201 2993694 2275896 X 27941 -257 18693 106664 46634 106407 3040328 2382303 X -32653 92426 X 0 1 X 1 0 X 521151 656799 437066 1217401 628036 3460453 521151 656799 437066 1217401 628036 3460453 331337 3129116 817 467 320 212 199 2015 3462468 7816744 0.90370 0.89560 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 53580 53580 0 PART II-B, LINE 1: UNITED WAY OF NORTH CAROLINA HAS A CONTRACT WITH ROB LAMME AND ASSOCIATES FOR GOVERNMENT RELATIONS, COMMUNICATIONS AND POLICY CONSULTING. UNDER THE AGREEMENT, ROB LAMME AND ASSOCIATES PROVIDES POLICY AND COMMUNICATIONS ASSISTANCE TO UNITED WAY OF NORTH CAROLINA INCLUDING PLANNING EFFORTS TO CREATE GRASSROOTS COMMUNICATION, MEDIA AND POLICY STRATEGIES THAT WILL BENEFIT THE ORGANIZATION'S LONG AND SHORT TERM STATE POLICY GOALS; MONITORING RELEVANT LEGISLATIVE MEETINGS, PROVIDING DIRECT LOBBYING SERVICES TO UNITED WAY OF NORTH CAROLINA FOR ALL MEMBERS OF THE N.C. GENERAL ASSEMBLY AS WELL AS STATE AGENCIES, PROVIDING PRE- AND POST-SESSION BRIEFINGS REGARDING THE ORGANIZATION'S ADVOCACY EFFORTS; PARTICIPATING IN LEADERSHIP AND/OR GRASSROOTS ADVOCACY TRAININGS UNITED WAY OF NORTH CAROLINA MAY UNDERTAKE, AND ASSISTING IN THE CREATING AND IMPLEMENTATION OF GRASSROOTS COMMUNICATION, MEDIA AND POLICY STRATEGIES. THESE SERVICES ARE FOCUSED, BUT NOT LIMITED TO, HELPING TO BUILD UNITED WAY OF NORTH CAROLINA'S RELATIONSHIPS WITH POLICYMAKERS, AND ADVOCATING FOR THE ORGANIZATION'S LEGISLATIVE PRIORITIES. 0 1 X 265556 259850 5706 32756 32756 0 5706 ACCRUED PENSION BENEFITS 295201 295201 X 4243094 0 4243094 0 4243094 4275747 0 4275747 0 4275747 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. 1 UNITED WAY OF THE CAPE FEAR AREA 5019 OLEANDER DR STE 115 WILMINGTON NC 28403 560529949 501(C)(3) 25000 HURRICANE FLORENCE DISASTER RECOVERY UNITED WAY OF ROBESON COUNTY 514 PETERSON DR LUMBERTON NC 28358 581636285 501(C)(3) 25000 HURRICANE FLORENCE DISASTER RECOVERY UNITED WAY OF ONSLOW COUNTY 403 N BAYSHORE DR JACKSONVILLE NC 28541 237356577 501(C)(3) 25000 HURRICANE FLORENCE DISASTER RECOVERY UNITED WAY OF COASTAL CAROLINA 601 BROAD ST NEW BERN NC 28560 566017934 501(C)(3) 25000 HURRICANE FLORENCE DISASTER RECOVERY 4 0 PART I, LINE 2: THE GRANTED FUNDS TO LOCAL UNITED WAYS COME FROM VARIOUS SOURCES, THEREFORE THE UNITED WAY OF NORTH CAROLINA (UWNC) COMBINES THE REPORTING REQUIREMENTS OF ALL 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. 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.