2017-10-30T14:57:54-05:00 2016-12-31 560574444 CHERRY BEKAERT LLP 1111 Metropolitan Ave Ste 1000 Charlotte NC 28204 990 2016-01-01 560564547 United Way of North Carolina UNIT 9198345200 875 Walnut Street No 150B Cary NC 27511 Laura Z Marx President 9198345200 2017-10-27 1 Amanda Adams P00748038 7043771678 38.142.98.34 2017-10-27 11:09:43 ED P DC1ECEAC94D2DBAD86E244BC7E2078CD6ABB82FC 8BC89A892503ACD1B1C074A005CB4947576541AE 2016 2018-03-14 21:41:22Z Laura Z Marx 875 Walnut Street No 150B Cary NC 27511 1226724 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 11 50 0 0 521151 656799 561787 558381 817 467 0 11077 1083755 1226724 0 10000 0 0 483041 438425 0 0 0 566986 836901 1050027 1285326 33728 -58602 2974168 2392945 2548373 2072915 425795 320030 X INCREASE THE CAPABILITY OF THE UNITED WAY SYSTEM TO IMPROVE THE QUALITY OF HUMAN LIFE IN NORTH CAROLINA 0 0 176677 10000 24976 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. 432901 435987 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. 49675 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. 306983 108495 United Way of North Carolina provides North Carolina 211 funding for programs related to disaster assistance and long term support services 306983 108495 966236 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 6 0 1 11 0 0 0 0 0 0 0 0 0 0 0 X 22 21 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NC X X Laura Marx 9198345200 875 Walnut St Ste 150b Cary NC 27511 John Anthony Chairperson 1.00 X X 0 0 0 Brad Risinger Past Chair 1.00 X X 0 0 0 Jeff Johnson Vice Chair 1.00 X X 0 0 0 Brian Usischion Treasurer 1.00 X X 0 0 0 Nancy Reigel Secretary 1.00 X 0 0 0 Cindy Brady Board Member 1.00 X 0 0 0 Shamaree Brown Board Member 1.00 X 0 0 0 Jenny Connor Board Member 1.00 X 0 0 0 John Eller Board Member 1.00 X 0 0 0 Cindy Gordineer Board Member 1.00 X 0 0 0 David Helm Board Member 1.00 X 0 0 0 Lois Ingland Board Member 1.00 X 0 0 0 Rafael Intriago Board Member 1.00 X 0 0 0 Sarah Langer Hall Board Member 1.00 X 0 0 0 Melanie Matterson Board Member 1.00 X 0 0 0 David McNeil Board Member 1.00 X 0 0 0 Bill Millett Board Member 1.00 X 0 0 0 Gareth Montague Smith Board Member 1.00 X 0 0 0 Allan Morse Board Member 1.00 X 0 0 0 Heidi Norwick Board Member 1.00 X 0 0 0 Marvin Pittman Board Member 1.00 X 0 0 0 Melinda Walker Board Member 1.00 X 0 0 0 Roy Watson Board Member 1.00 X 0 0 0 Laura Zink Marx President & CEO 35.00 5.00 X X 129000 0 28635 129000 0 28635 1 0 0 0 0 377658 279141 656799 ADMINISTRATIVE FEES 900099 375987 375987 Disaster assistance 900099 67271 67271 MARKETING SPONSORSHIPS 900099 60000 60000 LTSS program fees 900099 38724 38724 CONFERENCE FEES 900099 13899 13899 2500 2500 558381 467 467 United Way reimburseme 900099 11077 11077 11077 1226724 569458 0 467 X 10000 10000 141900 141900 203309 129394 73915 82799 68902 13897 10417 5813 4604 14998 14998 213181 144662 68519 46199 43840 2359 41733 20115 21618 54162 54162 44075 19412 24663 21098 8530 12568 8670 3362 5308 2902 2902 3660 3660 NC 211 expansion 164179 101918 62261 Disaster relief 126965 126965 Annual Meeting 22364 19668 2696 Postage and Freight 21321 18183 3138 51394 34412 16982 1285326 966236 319090 0 2823262 2118995 131564 258529 8353 11143 291837 287559 7180 4278 3809 2974168 2392945 91723 245574 56090 55509 2158858 1461997 241702 309835 2548373 2072915 X 244729 183860 181066 136170 425795 320030 2974168 2392945 X -58602 -47164 X 0 1 X 1 0 X 511955 766709 479415 521151 656799 2936029 511955 766709 479415 521151 656799 2936029 41200 2894829 1111 582 1008 817 467 3985 2940014 2242488 0.98460 0.99810 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 14998 14998 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 291837 287559 4278 4278 Accrued Pension Benefits 309835 309835 X 1226724 0 1226724 0 1226724 1285325 0 1285325 0 1285325 Part IV, Line 2b: In 2015, the Organization received a $902,000 grant from the William R. Kenan, Jr. Charitable Trust to support expansion of 211 coverage to all residents in Kentucky, enhance 211 Counts (a tool to provide searchable and visual presentations of data from 211 call centers across the nation), and provide 211 Counts across Kentucky and New York. Additionally, funds would be used to develop and evaluate 211 Counts' implementation toolkit, and train 211 to use the toolkit in North Carolina, Florida, Kentucky, and New York. In accordance with the terms of the grant agreement, the Organization did not have variance power for funds totaling $804,000 and, as such, amounts not yet expended were included in cash and cash equivalents and as agency funds held on the statement of financial position. These amounts totaled $119,856 as of December 31, 2016. 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 $619,219 (including $70,540 to be transferred from the Organization's merchant account) as of December 31, 2016. 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 $634,022 as of December 31, 2016. The Organization did not have variance power over the full amount, and, as such, $652,382 was recognized as agency funds held as of December 31, 2016. 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, 2016 and, accordingly, no liability has been accrued. 1 North Carolina 211 875 Walnut Street Cary NC 27511 562280237 501(c)(3) 10000 Disaster Relief Payment 1 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. 0 0 0 0 0 0 0 0 0 Laura Zink Marx President & CEO 129000 0 0 0 0 0 12900 0 15735 0 157635 0 0 0 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 IX, line 11g Professional consultants: Program service expenses 22,132. Management and general expenses 25,582. Fundraising expenses 0. Total expenses 47,714. Contracted Services: Program service expenses 66,725. Management and general expenses 29,119. Fundraising expenses 0. Total expenses 95,844. Payroll fees: Program service expenses 55,805. Management and general expenses 13,818. Fundraising expenses 0. Total expenses 69,623. Form 990, Part XI, line 9: Nonoperating - Pension-related changes other than net periodic pension cost -47,164.