ROWAN COUNTY UNITED WAY INC: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- ROWAN COUNTY UNITED WAY INC (EIN 56-0642828)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-08-21
- IRS object ID
- 201902339349300635
- Schema version
- 2018v3.1
- 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 | 2019-08-21T13:01:06-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 562156279 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHERRILL & SMITH CPAS PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1327 | AddressLine1Txt |
| City | SALISBURY | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 281451327 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 560642828 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROWAN COUNTY UNITED WAY INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROWA | BusinessNameControlTxt |
| Phone | 7046331802 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 131 W INNES ST SUITE 201 | AddressLine1Txt |
| City | SALISBURY | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28144 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GARY BLABON | PersonNm |
| Person Title | SECRETARY/TREASURER | PersonTitleTxt |
| Phone | 7046331802 | PhoneNum |
| Signature | 2019-08-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | R W MUSSELWHITE | PreparerPersonNm |
| PTIN | P00064215 | PTIN |
| Phone | 7046365211 | PhoneNum |
| Preparation | 2019-08-13 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 66.57.249.38 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-08-21 | IPDt |
| IP Tm | 13:01:06 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 46C0A0F551883C58AEDB52BF56177E4FD2AB77E5 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 590876A6E5FB8B1BBB928211D855AB8713189F79 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | WILLIAM R BURGIN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1930 JAKE ALEXANDER BLVD | AddressLine1Txt |
| City | SALISBURY | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28147 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,637,533 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ROWANUNITEDWAY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1956 | FormationYr |
| Legal Domicile State | NC | LegalDomicileStateCd |
| Activity Or Mission | PROVIDE COMMUNITY-WIDE LEADERSHIP TO DEVELOP RESOURCES AND ASSURE THEIR EFFECTIVE USE FOR THE DELIVERY OF NEEDED HUMAN CARE SERVICES | ActivityOrMissionDesc |
| Voting Members Governing Body | 21 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 21 | VotingMembersIndependentCnt |
| Total Employee | 5 | TotalEmployeeCnt |
| Total Volunteers | 711 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $1,522,456 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,568,263 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $5,573 | PYInvestmentIncomeAmt |
| CY Investment Income | $12,108 | CYInvestmentIncomeAmt |
| PY Other Revenue | $16,410 | PYOtherRevenueAmt |
| CY Other Revenue | $57,162 | CYOtherRevenueAmt |
| PY Total Revenue | $1,544,439 | PYTotalRevenueAmt |
| CY Total Revenue | $1,637,533 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,114,816 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,031,419 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $242,501 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $243,692 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $95,677 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $200,121 | PYOtherExpensesAmt |
| CY Other Expenses | $284,807 | CYOtherExpensesAmt |
| PY Total Expenses | $1,557,438 | PYTotalExpensesAmt |
| CY Total Expenses | $1,559,918 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$12,999 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $77,615 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,861,488 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,937,440 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $7,554 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,891 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,853,934 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,931,549 | NetAssetsOrFundBalancesEOYAmt |
| Mission | PROVIDE COMMUNITY-WIDE LEADERSHIP TO DEVELOP RESOURCES AND ASSURE THEIR EFFECTIVE USE FOR THE DELIVERY OF NEEDED HUMAN CARE SERVICES | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $1,346,625 | ExpenseAmt |
| Grant | $1,031,419 | GrantAmt |
| Desc | FINANCIAL SUPPORT TO AGENCIES LISTED ON "CASH GRANTS AND ALLOCATIONS TO OTHERS" SCHEDULE-ALL PROGRAMS OF AGENCY ARE CONFINED TO ROWAN COUNTY AND SERVE APPROXIMATELY 82,000 PEOPLE. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RCUW SERVICE ABOVE SELF YOUTH AWARDS WERE HELD TO RECOGNIZE MORE THAN 231 NOMINATIONS OF K-12 STUDENTS FOR THEIR 40,512 VOLUNTEER SERVICE HOURS GIVEN TO THE COMMUNITY. THESE AWARDS WERE CREATED TO HONOR OUR YOUTH IN A CEREMONY. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $1,346,625 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | 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 |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | 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 With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | 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 | 2 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 5 | 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 |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| 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 | 21 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 21 | 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 |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JENNIFER D LEE | PersonNm |
| Phone | 7046331802 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 131 W INNES ST SUITE 201 | AddressLine1Txt |
| City | SALISBURY | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28144 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (23 entries)
| TitleTitleTxt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|
| JENNIFER D LEE | |||||
| EXECUTIVE DI | Yes (X) | $0 | $0 | $0 | |
| ROBERT LIPPARD | |||||
| EXECUTIVE DI | Yes (X) | $0 | $0 | $0 | |
| WILLIAM R BURGIN | |||||
| PRESIDENT | Yes (X) | $0 | $0 | $0 | Yes (X) |
| GARY BLABON | |||||
| SECRETARY/TR | Yes (X) | $0 | $0 | $0 | Yes (X) |
| PENNY GREER-LINK | |||||
| VP OF ALLOCA | Yes (X) | $0 | $0 | $0 | Yes (X) |
| BARRY HILL | |||||
| VP AGENCY RE | Yes (X) | $0 | $0 | $0 | Yes (X) |
| MICHELLE PATTERSON | |||||
| VP OF PR | Yes (X) | $0 | $0 | $0 | Yes (X) |
| AARON CHURCH | |||||
| BOARD MEMBER | Yes (X) | $0 | $0 | $0 | |
| RASHID MUHAMMAD | |||||
| BOARD MEMBER | Yes (X) | $0 | $0 | $0 | |
| ELAINE SPALDING | |||||
| BOARD MEMBER | Yes (X) | $0 | $0 | $0 | |
| JOHN STRUZICK | |||||
| BOARD MEMBER | Yes (X) | $0 | $0 | $0 | |
| PAUL BARDINAS | |||||
| BOARD MEMBER | Yes (X) | $0 | $0 | $0 | |
| RODNEY CRIDER | |||||
| BOARD MEMBER | Yes (X) | $0 | $0 | $0 | |
| LEEANNA HOSKINS | |||||
| BOARD MEMBER | Yes (X) | $0 | $0 | $0 | |
| MARCUS KOONTZ | |||||
| BOARD MEMBER | Yes (X) | $0 | $0 | $0 | |
| BRIEN LEWIS | |||||
| BOARD MEMBER | Yes (X) | $0 | $0 | $0 | |
| SETH WALLER | |||||
| BOARD MEMBER | Yes (X) | $0 | $0 | $0 | |
| KIRT DIXON | |||||
| BOARD MEMBER | Yes (X) | $0 | $0 | $0 | |
| GREG ANDERSON | |||||
| BOARD MEMBER | Yes (X) | $0 | $0 | $0 | |
| ERIC SLIPP | |||||
| BOARD MEMBER | Yes (X) | $0 | $0 | $0 | |
| LANE BAILEY | |||||
| BOARD MEMBER | Yes (X) | $0 | $0 | $0 | |
| STEVE FISHER | |||||
| BOARD MEMBER | Yes (X) | $0 | $0 | $0 | |
| APRIL KUHN | |||||
| BOARD MEMBER | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| All Other Contributions | $1,568,263 | AllOtherContributionsAmt |
| Total Contributions | $1,568,263 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,108 | TotalRevenueColumnAmt |
| Exclusion | $12,108 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|
| NEEDS ASSESSMENT REVENUE | $40,000 | $40,000 |
| SERVICE ABOVE SELF REVENUE | $9,214 | $9,214 |
| MISCELLANEOUS INCOME | $5,641 | $5,641 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,307 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,307 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $57,162 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,637,533 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $57,162 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $12,108 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,031,419 | TotalAmt |
| Program Services | $1,031,419 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,087 | TotalAmt |
| Program Services | $35,636 | ProgramServicesAmt |
| Management And General | $4,884 | ManagementAndGeneralAmt |
| Fundraising | $2,567 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $151,960 | TotalAmt |
| Program Services | $79,611 | ProgramServicesAmt |
| Management And General | $41,594 | ManagementAndGeneralAmt |
| Fundraising | $30,755 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,403 | TotalAmt |
| Program Services | $5,556 | ProgramServicesAmt |
| Management And General | $2,241 | ManagementAndGeneralAmt |
| Fundraising | $1,606 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,692 | TotalAmt |
| Program Services | $15,771 | ProgramServicesAmt |
| Management And General | $6,361 | ManagementAndGeneralAmt |
| Fundraising | $4,560 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,550 | TotalAmt |
| Program Services | $7,415 | ProgramServicesAmt |
| Management And General | $2,991 | ManagementAndGeneralAmt |
| Fundraising | $2,144 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,650 | TotalAmt |
| Management And General | $15,650 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,788 | TotalAmt |
| Management And General | $2,788 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,996 | TotalAmt |
| Program Services | $5,119 | ProgramServicesAmt |
| Management And General | $6,238 | ManagementAndGeneralAmt |
| Fundraising | $4,639 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $588 | TotalAmt |
| Program Services | $189 | ProgramServicesAmt |
| Management And General | $229 | ManagementAndGeneralAmt |
| Fundraising | $170 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,269 | TotalAmt |
| Program Services | $1,365 | ProgramServicesAmt |
| Management And General | $1,665 | ManagementAndGeneralAmt |
| Fundraising | $2,239 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,626 | TotalAmt |
| Program Services | $1,585 | ProgramServicesAmt |
| Management And General | $17,604 | ManagementAndGeneralAmt |
| Fundraising | $1,437 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,488 | TotalAmt |
| Program Services | $2,076 | ProgramServicesAmt |
| Management And General | $2,530 | ManagementAndGeneralAmt |
| Fundraising | $1,882 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,054 | TotalAmt |
| Program Services | $1,617 | ProgramServicesAmt |
| Management And General | $1,971 | ManagementAndGeneralAmt |
| Fundraising | $1,466 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt |
|---|---|---|---|
| NEEDS ASSESSMENT-CONSULTG | $74,909 | $74,909 | |
| DAY OF CARING EXPENSES | $47,860 | $47,860 | |
| CAMPAIGN EXPENSE - CAR | $16,200 | $16,200 | |
| CAMPAIGN EXPENSE | $14,969 | $14,969 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,410 | TotalAmt |
| Program Services | $36,497 | ProgramServicesAmt |
| Management And General | $10,870 | ManagementAndGeneralAmt |
| Fundraising | $11,043 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,559,918 | TotalAmt |
| Program Services | $1,346,625 | ProgramServicesAmt |
| Management And General | $117,616 | ManagementAndGeneralAmt |
| Fundraising | $95,677 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100 | BOYAmt |
| EOY | $100 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,859,687 | BOYAmt |
| EOY | $1,951,039 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $951,376 | BOYAmt |
| EOY | $944,181 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,743 | BOYAmt |
| EOY | $12,059 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,045 | BOYAmt |
| EOY | $7,011 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $74,280 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $51,230 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,537 | BOYAmt |
| EOY | $23,050 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,861,488 | BOYAmt |
| EOY | $2,937,440 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,554 | BOYAmt |
| EOY | $5,891 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,554 | BOYAmt |
| EOY | $5,891 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,326,638 | BOYAmt |
| EOY | $1,411,309 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,527,296 | BOYAmt |
| EOY | $1,520,240 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,853,934 | BOYAmt |
| EOY | $2,931,549 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,861,488 | BOYAmt |
| EOY | $2,937,440 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $77,615 | ReconcilationRevenueExpnssAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
| 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 | $1,954,362 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,662,282 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,426,699 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,522,456 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,568,263 | CurrentTaxYearAmt |
| Total | $8,134,062 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,954,362 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,662,282 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,426,699 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,522,456 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,568,263 | CurrentTaxYearAmt |
| Total | $8,134,062 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $937,554 | SubstantialContributorsTotAmt |
| Public Support Total170 | $7,196,508 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,572 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,495 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,167 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,573 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,108 | CurrentTaxYearAmt |
| Total | $30,915 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $16,598 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $26,477 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $18,168 | CurrentTaxYearMinus2YearsAmt |
| Total | $61,243 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $8,226,220 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $73,572 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.87480 | PublicSupportCY170Pct |
| Public Support PY170 | 0.81360 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II, LINE 10 | FormAndLineReferenceDesc |
| Explanation | 61,243 | ExplanationTxt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,090 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,090 | DepreciationAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $72,190 | OtherCostOrOtherBasisAmt |
| Depreciation | $49,140 | DepreciationAmt |
| Book Value | $23,050 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $23,050 | TotalBookValueLandBuildingsAmt |
| Total Rev Etc Audited Fincl Stmt | $1,637,533 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Subtotal | $1,637,533 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $1,637,533 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,559,918 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $1,559,918 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $1,559,918 | TotalExpensesPerForm990Amt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | false | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (16 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| AMERICAN RED CROSS-ROWAN COUNTY | |||||||
| 1930 JAKE ALEXANDER BLVD WEST | SALISBURY | NC | 28147 | 560529929 | 3 | $32,247 | OPERATIONS |
| THE ARC | |||||||
| 1918 W INNES ST | SALISBURY | NC | 28144 | 560904667 | 3 | $82,808 | OPERATIONS |
| BOY SCOUTS OF AMERICA | |||||||
| PO BOX 250 | ALBEMARLE | NC | 28001 | 560532132 | 3 | $65,692 | OPERATIONS |
| FAMILY CRISIS COUNCIL | |||||||
| 131 W COUNCIL ST | SALISBURY | NC | 28144 | 561209870 | 3 | $129,975 | OPERATIONS |
| MEALS ON WHEELS OF ROWAN INC | |||||||
| PO BOX 1914 | SALISBURY | NC | 28145 | 561152417 | 3 | $27,000 | OPERATIONS |
| ROWAN COUNTY LITERACY COUNCIL | |||||||
| PO BOX 95 | SALISBURY | NC | 28145 | 591747169 | 3 | $31,999 | OPERATIONS |
| ROWAN COUNTY RESCUE SQUAD | |||||||
| PO BOX 61 | SALISBURY | NC | 28145 | 566061117 | 3 | $52,462 | OPERATIONS |
| ROWAN COUNTY VOCATIONAL WORKSHOP | |||||||
| 2728 OLD CONCORD RD | SALISBURY | NC | 28146 | 560890711 | 3 | $62,289 | OPERATIONS |
| YMCA OF ROWAN COUNTY | |||||||
| PO BOX 1575 | SALISBURY | NC | 28145 | 560606313 | 3 | $143,822 | OPERATIONS |
| RUFTY-HOLMES SENIOR CENTER | |||||||
| 1120 SOUTH BOUNDRY ST | SALISBURY | NC | 28144 | 561520956 | 3 | $47,244 | OPERATIONS |
| SALVATION ARMY | |||||||
| PO BOX 625 | SALISBURY | NC | 28145 | 580660607 | 3 | $90,131 | OPERATIONS |
| TRINITY LIVING CENTER | |||||||
| PO BOX 947 | SALISBURY | NC | 28145 | 561884652 | 3 | $36,316 | OPERATIONS |
| FAMILIES FIRST NC | |||||||
| 450 W JAKE ALEXANDER BLVD | SALISBURY | NC | 28144 | 561844408 | 3 | $82,004 | OPERATIONS |
| SMART START ROWAN | |||||||
| 1329 JAKE ALEXANDER BLVD | SALISBURY | NC | 28146 | $30,702 | |||
| COMMUNITY IN SCHOOLS | |||||||
| 204 E INNES ST | SALISBURY | NC | 28144 | 562113386 | 3 | $66,397 | OPERATIONS |
| PARTNER AGENCIES | |||||||
| $31,486 | |||||||
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 6, PART VI, LINE 11B | RETURN IS REVIEWED BY THE TREASURER, CHAIR OF THE FINANCE COMMITTEE, AND THE FINANCE COMMITTEE PRIOR TO FILING. THE 990 IS THEN SHARED WITH THE BOARD AT ITS NEXT MEETING. |
| FORM 990, PAGE 6, PART VI, LINE 12C | BOARD MEMBERS ARE PRESENTED CODE OF ETHICS WHICH COVERS CONFLICT OF INTEREST. BOARD AND ALLOCATION MEMBERS ARE INSTRUCTED THAT THEY CAN NOT SERVE ON MEMBER AGENCY BOARDS. WHEN AN ISSUE FOR BOARD ACTION IS TO TAKE PLACE WHERE A CONFLICT MAY OCCUR, THE BOARD MEMBER IS REMINDED, PRIOR TO VOTE, TO EXCUSE HIMSELF/HERSELF FROM VOTING. |
| FORM 990, PAGE 6, PART VI, LINE 15A | EXECUTIVE DIRECTORS SALARY IS DETERMINED BY THE BOARD OF DIRECTORS. |
| FORM 990, PAGE 6, PART VI, LINE 15B | N/A |
| FORM 990, PAGE 6, PART VI, LINE 19 | GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
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