2018-11-06T14:59:59-06:00 2017-12-31 560574444 CHERRY BEKAERT LLP 1111 METROPOLITAN AVE STE 900 CHARLOTTE NC 28204 990 2017-01-01 560564547 UNITED WAY OF NORTH CAROLINA UNIT 9198345200 1130 KILDAIRE FARM ROAD NO 100 CARY NC 27511 LAURA Z MARX PRESIDENT & CEO 9198345200 2018-10-29 1 AMANDA ADAMS P00748038 7043771678 68.142.180.174 2018-10-29 17:48:52 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 18694F53AD11E15FFCEA276DE93F63B2E746D691 2017 2018-06-14 16:35:46Z X LAURA Z MARX 1130 KILDAIRE FARM ROAD NO 100 CARY NC 27511 1133240 0 X WWW.UNITEDWAYNC.ORG X 1951 NC INCREASE THE CAPABILITY OF THE UNITED WAY SYSTEM TO IMPROVE THE QUALITY OF HUMAN LIFE IN NORTH CAROLINA. 22 21 9 12 0 0 656799 437066 558381 678764 467 320 11077 17090 1226724 1133240 10000 161219 0 0 438425 514650 0 0 0 836901 688362 1285326 1364231 -58602 -230991 2392945 2123451 2072915 2064997 320030 58454 X INCREASE THE CAPABILITY OF THE UNITED WAY SYSTEM TO IMPROVE THE QUALITY OF HUMAN LIFE IN NORTH CAROLINA. 0 0 315822 161219 175942 MEMBER SERVICES - UNITED WAY OF NC PROVIDES SUPPORT THROUGH TRAINING, CONSULTATION AND TOOL KITS TO LOCAL UNITED WAY MEMBERS AND COMMUNITY STAKEHOLDERS. ADDITIONALLY, OPPORTUNTIES ARE PROVIDED THROUGHOUT THE YEAR TO SHARE BEST PRACTICES AND UPDATES IN SMALL AND LARGE GROUP SETTTINGS. RESEARCH STUDIES ARE ALSO FUNDED TO HELP LOCAL UNITED WAYS COMMUNICATE THEIR IMPACT OUTCOMES IN THEIR LOCAL COMMUNITIES. 469236 457412 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. 229029 62500 UNITED WAY OF NORTH CAROLINA PROVIDES NORTH CAROLINA 211 FUNDING FOR PROGRAMS RELATED TO DISASTER ASSISTANCE AND LONG TERM SUPPORT SERVICES. 46381 GOVERNMENT RELATIONS - 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. 46381 1060468 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 9 1 0 0 0 0 0 0 0 0 0 0 X 22 21 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NC X X LAURA Z MARX 9198345200 1130 KILDAIRE FARM ROAD STE 100 CARY NC 27511 LAURA ZINK MARX PRESIDENT & CEO 35.00 5.00 X X 133043 0 22949 JOHN ANTHONY CHAIRMAN 1.00 X X 0 0 0 LOIS INGLAND VICE CHAIRMAN 1.00 X X 0 0 0 BRIAN USISCHON TREASURER 1.00 X X 0 0 0 JEFF JOHNSON SECRETARY 1.00 X X 0 0 0 DEBORAH ALLY DIRECTOR 1.00 X 0 0 0 CINDY BRADY DIRECTOR 1.00 X 0 0 0 SHAMAREE BROWN DIRECTOR 1.00 X 0 0 0 GARY CHILDERS DIRECTOR 1.00 X 0 0 0 JENNIE CONNOR DIRECTOR 1.00 X 0 0 0 JOHN ELLER DIRECTOR 1.00 X 0 0 0 CINDY GORDINEER DIRECTOR 1.00 X 0 0 0 RAFAEL INTRIAGO DIRECTOR 1.00 X 0 0 0 SARAH LANGER HALL DIRECTOR 1.00 X 0 0 0 THARESA LEE DIRECTOR 1.00 X 0 0 0 DAVID MCNEILL DIRECTOR 1.00 X 0 0 0 GARETH MONTAGUE SMITH DIRECTOR 1.00 X 0 0 0 ALLAN MORSE DIRECTOR 1.00 X 0 0 0 HEIDI NORWICK DIRECTOR 1.00 X 0 0 0 DAVID PREVETTE DIRECTOR 1.00 X 0 0 0 MELINDA WALKER DIRECTOR 1.00 X 0 0 0 ROY WATSON DIRECTOR 1.00 X 0 0 0 133043 0 22949 1 0 0 0 0 337402 99664 437066 ADMINISTRATIVE FEES 900099 387912 387912 LTSS PROGRAM FEES 900099 116504 116504 MARKETING SPONSORSHIPS 900099 69500 69500 NC 2-1-1 APPROPRIATION 900099 62500 62500 DISASTER ASSISTANCE 900099 25710 25710 16638 16638 678764 320 320 UNITED WAY MTG REIMB 900099 17090 17090 17090 1133240 695854 0 320 161219 161219 155992 83284 72708 217212 201241 15971 55890 45716 10174 58761 49001 9760 26795 20830 5965 20126 20126 101796 44671 57125 49075 48661 414 66293 24573 41720 76311 32231 44080 45817 20450 25367 21936 9911 12025 13739 9846 3893 2845 2845 NC 211 EXPANSION 229029 229029 DEPT EXECUTIVE PROGRAM 36475 36412 63 ANNUAL MEETING 19409 19409 STAFF TRAINING/EDUCATIO 3953 363 3590 1558 650 908 1364231 1060468 303763 0 2118995 1733824 258529 377754 11143 10440 291837 290404 4278 1433 2392945 2123451 245574 222587 55509 55509 1461997 1465928 309835 320973 2072915 2064997 X 183860 35162 136170 23292 320030 58454 2392945 2123451 X -230991 -30585 X 0 1 X 1 0 X 766709 479415 521151 656799 437066 2861140 766709 479415 521151 656799 437066 2861140 42713 2818427 582 1008 817 467 320 3194 2864334 2938342 0.98400 0.98460 X 0 0 0 0 0 0 0 0 1 20126 20126 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 259081 257648 1433 32756 32756 0 1433 ACCRUED PENSION BENEFITS 320973 320973 X 1133240 0 1133240 0 1133240 1364231 0 1364231 0 1364231 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 ("SECC"). THIS CONTRACT WAS AMENDED IN DECEMBER 2015 WITH AN EFFECTIVE START DATE OF JANUARY 2016 THROUGH DECEMBER 2018. 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. CASH HELD BY THE ORGANIZATION, TO BE DISTRIBUTED ON BEHALF OF THE SECC, WAS $657,084 (INCLUDING $92,374 TO BE TRANSFERRED FROM THE ORGANIZATION'S MERCHANT ACCOUNT) AS OF DECEMBER 31, 2017. 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. CASH HELD BY THE ORGANIZATION, TO BE DISTRIBUTED ON BEHALF OF THE GOVERNOR'S OFFICE, WAS $819,460 AS OF DECEMBER 31, 2017. THE ORGANIZATION DID NOT HAVE VARIANCE POWER OVER THE FULL AMOUNT, AND, AS SUCH, $808,844 WAS RECOGNIZED AS AGENCY FUNDS HELD AS OF DECEMBER 31, 2017. PART X, LINE 2: THE ORGANIZATION FOLLOWS THE FINANCIAL ACCOUNTING STANDARD BOARD 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, 2017 AND 2016, AND ACCORDINGLY, NO LIABILITY HAS BEEN ACCRUED. 1 NORTH CAROLINA 211 875 WALNUT STREET CARY NC 27511 562280237 501(C)(3) 10000 SUPPORT EXPANSION/HURRICANE MATTHEW RECOVERY UNITED WAY OF TAR RIVER REGION 2501 SUNSET AVE ROCKY MOUNT NC 27804 560611545 501(C)(3) 17000 HURRICANE MATTHEW RECOVERY UNITED WAY OF CUMBERLAND COUNTY PO BOX 303 FAYETTEVILLE NC 28302 560564342 501(C)(3) 20000 HURRICANE MATTHEW RECOVERY UNITED WAY OF BLADEN COUNTY 208 S MOREHEAD STREET ELIZABETHTOWN NC 28337 311496763 501(C)(3) 5000 HURRICANE MATTHEW RECOVERY ALBEMARLE AREA UNITED WAY PO BOX 293 ELIZABETH CITY NC 27907 237123601 501(C)(3) 14600 HURRICANE MATTHEW RECOVERY UNITED WAY OF THE CAPE FEAR AREA 5019 OLEANDER DR 115 WILMINGTON NC 28403 560529949 501(C)(3) 13000 HURRICANE MATTHEW RECOVERY UNITED WAY OF WILSON COUNTY 509 NASH STREET NW WILSON NC 27893 566021445 501(C)(3) 14000 HURRICANE MATTHEW RECOVERY LENOIR COUNTY UNITED WAY 327 N QUEEN STREET STE 112 KINSTON NC 28501 237098805 501(C)(3) 5000 HURRICANE MATTHEW RECOVERY UNITED WAY OF WAYNE COUNTY PO BOX 73 GOLDSBORO NC 27533 560611553 501(C)(3) 20000 HURRICANE MATTHEW RECOVERY UNITED WAY OF ROBESON COUNTY 2512-A FAYETEVILLE ROAD LUMBERTON NC 28301 581636285 501(C)(3) 40000 HURRICANE MATTHEW RECOVERY 10 0 PART I, LINE 2: UNITED WAY OF NORTH CAROLINA FUNDS WERE USED TO OFFSET COSTS FROM HURRICANE MATTHEW THAT NORTH CAROLINA 211 HAD ALREADY EXPENDED. THE UNITED WAY OF NORTH CAROLINA EXECUTIVE COMMITTEE WAS GIVEN A BREAKOUT OF ALL THE GRANTS FROM THE UWHELPS NC FUND OF WHICH 2-1-1 WAS JUST ONE. THE EXECUTIVE COMMITTEE APPROVED THE DISTRIBUTION OF THOSE FUNDS TO EACH GRANTEE. X 0 0 0 0 0 0 0 0 0 LAURA ZINK MARX PRESIDENT & CEO 133043 0 0 0 0 0 9313 0 13636 0 155992 0 0 0 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 FORM 990 IS REVIEWED BY THE BOOKKEEPER, THE PRESIDENT, AND THE AUDIT COMMITTEE CHAIRMAN BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS AND DIRECTORS ARE REQUIRED TO SIGN A CONFLICT OF INTEREST STATEMENT EACH YEAR. FORM 990, PART VI, SECTION B, LINE 15A BOARD REVIEWS COMPARABLE DATA AND PERFORMANCE OF INDIVIDUAL. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS ARE PROVIDED UPON REQUEST FORM 990, PART XI, LINE 9: NONOPERATING - PENSION-RELATED CHANGES OTHER THAN NET PERIODIC PENSION COST -30,585.