2017-02-11T07:41:51-05:00 2016-06-30 561037874 STOUT STUART MCGOWEN & KING LLP PO BOX 1440 BURLINGTON NC 272161440 990 2015-07-01 560599239 UNITED WAY OF ALAMANCE COUNTY INC UNIT 3364382000 803 HERMITAGE ROAD BURLINGTON NC 27216 HEIDI NORWICK PRESIDENT 3364382000 2016-12-06 true PATRICIA B RHODES P00018002 3362267343 2017-02-11 2015 2021-01-29 14:40:06Z HEIDI NORWICK 803 HERMITAGE ROAD BURLINGTON NC 27216 1543483 false X UWALAMANCE.ORG X 1953 NC THE MISSION OF UNITED WAY OF ALAMANCE COUNTY IS TO MOBILIZE THE CARING POWER OF OUR COMMUNITY TO ADVANCE THE COMMON GOOD. TO DO THIS, WE WILL LEAD COLLECTIVE ACTION AROUND BOLD GOALS IN EDUCATION, FINANCIAL STABILITY, AND HEALTH. MORE SPECIFICALLY, WE WILL LIVE UNITED BY CONVENING PARTNERS AROUND SHARED COMMUNITY GOALS; ALIGNING COMMUNITY GIVING, ADVOCATING, VOLUNTEERING TO ACHIEVE THE GOALS; AND SUPPORTING STRATEGIC WORK THAT ADVANCES THE GOALS. EACH YEAR, UNITED WAY OF ALAMANCE COUNTY RAISES FUNDS THROUGH SPONSORSHIPS, CORPORATE GIFTS, INDIVIDUAL GIFTS AND WORKPLACE CAMPAIGNS IN ORDER TO FUND PRIORITY NEEDS IDENTIFIED IN THE COMMUNITY ASSESSMENT. GOALS AND STRATEGIES FOR CONTINUOUS IMPROVEMENT ARE FOCUSED AROUND THREE PRIORITY AREAS (HEALTH, EDUCATION, AND INCOME/FINANCIAL STABILITY) AND OTHER PROGRAMMING. THESE PROGRAMS AND AGENCIES IMPACT 55,683 LIVES OR 1 IN 3 RESIDENTS IN ALAMANCE COUNTY. UNITED WAY OF ALAMANCE COUNTY IS THE LEADING CONVENER OF NONPROFITS, DONORS, BUSINESSES AND 39 39 7 350 0 1206024 1274392 0 11837 3811 60410 90800 1278271 1369003 941766 1183169 0 306269 379094 0 226870 204375 265166 1452410 1827429 -174139 -458426 2893717 2209751 552573 261481 2341144 1948270 X THE MISSION OF UNITED WAY OF ALAMANCE COUNTY IS TO MOBILIZE THE CARING POWER OF OUR COMMUNITY TO ADVANCE THE COMMON GOOD. TO DO THIS, WE WILL LEAD COLLECTIVE ACTION AROUND BOLD GOALS IN EDUCATION, FINANCIAL STABILITY, AND HEALTH. MORE SPECIFICALLY, WE WILL LIVE UNITED BY CONVENING PARTNERS AROUND SHARED COMMUNITY GOALS; ALIGNING COMMUNITY GIVING, ADVOCATING, VOLUNTEERING TO ACHIEVE THE GOALS; AND SUPPORTING STRATEGIC WORK THAT ADVANCES THE GOALS. EACH YEAR, UNITED WAY OF ALAMANCE COUNTY RAISES FUNDS THROUGH SPONSORSHIPS, CORPORATE GIFTS, INDIVIDUAL GIFTS AND WORKPLACE CAMPAIGNS IN ORDER TO FUND PRIORITY NEEDS IDENTIFIED IN THE COMMUNITY ASSESSMENT. GOALS AND STRATEGIES FOR CONTINUOUS IMPROVEMENT ARE FOCUSED AROUND THREE PRIORITY AREAS (HEALTH, EDUCATION, AND INCOME/FINANCIAL STABILITY) AND OTHER PROGRAMMING. THESE PROGRAMS AND AGENCIES IMPACT 55,683 LIVES OR 1 IN 3 RESIDENTS IN ALAMANCE COUNTY. UNITED WAY OF ALAMANCE COUNTY IS THE LEADING CONVENER OF NONPROFITS, DONORS, BUSINESSES AND false false 1183169 1183169 COMMUNITY FUND: THE COMMUNITY FUND IS COMPRISED OF UNDESIGNATED DONATIONS FROM MULTIPLE SOURCES. FUNDS ARE GRANTED OUT TO LOCAL NONPROFITS THROUGH A COMPETITIVE APPLICATION PROCESS. AGENCIES THAT HAVE THE GREATEST IMPACT AND BEST OUTCOMES IN ADDRESSING HEALTH, EDUCATION AND FINANCIAL STABILITY NEEDS IDENTIFIED BY THE ALAMANCE COUNTY COMMUNITY ASSESSMENT ARE CONSIDERED. COMMUNITY VOLUNTEERS REVIEW THE APPLICATIONS AND MAKE FUNDING RECOMMENDATIONS TO THE BOARD OF DIRECTORS. FORTY-ONE PROGRAMS WERE FUNDED. SUCCESS STORY: SUPPORT FROM UNITED WAY AND OTHER LOCAL COMMUNITY PARTNERS HELPED ALAMANCE COMMUNITY COLLEGE BECOME THE FASTEST GROWING COMMUNITY COLLEGE ADULT LITERACY PROGRAM IN NC. 243318 COLLECTIVE IMPACT PARTNERSHIPS: 25,000 WAS INVESTED IN A NEW FIXED ROUTE PUBLIC TRANSPORTATION SYSTEM SUPPORTING AN ADDITIONAL ROUTE TO THE ALAMANCE COMMUNITY COLLEGE. LEAD PARTNER IN ALAMANCE ACHIEVES, AN EVIDENCED BASED CRADLE TO CAREER INITIATIVE, THE STRIVE TOGETHER NETWORK TO IMPROVE EDUCATIONAL OUTCOMES. SCHOLARSHIPS FOR EXECUTIVE DIRECTORS WERE PROVIDED TO ATTEND WORKSHOPS AND LEADERSHIP DEVELOPMENT OPPORTUNITIES TO ADVANCE THEIR WORK. PROVIDED STABILIZED HOUSING FOR 11 FAMILIES IN PUBLIC/PRIVATE PARTNERSHIP CALLED RAPID REHOUSING. STAFF HOLDS LEADERSHIP ROLES ON SEVERAL BOARDS AND COMMITTEES THAT ADDRESS HUNGER AND HOUSING; THROUGH THIS WORK WE ARE ABLE TO REDUCE DUPLICATION, FOSTER INCREASED COLLABORATION, AND PROVIDE RESOURCES 8049 UNITED WAY OF ALAMANCE COUNTY MANAGES THE FOLLOWING COMMUNITY IMPACT PROGRAMS: COMMUNITY COUNCIL, AN ORGANIZATION OF NONPROFIT LEADERS, SOCIAL SERVICE PROVIDERS, EDUCATORS, LAW ENFORCEMENT, AND GOVERNMENT OFFICIALS. THE COMMUNITY COUNCIL BLOG, WITH OVER 400 SUBSCRIBERS DISSEMINATES PERTINENT INFORMATION FOR NONPROFITS. COMMUNITY COUNCIL DIVISIONS PLANS AND EXECUTES INITIATIVES AROUND HEALTH, EDUCATION AND INCOME SUCH AS: STORYWALKS AND CAREER FAIRS. VOLUNTEER ALAMANCE, A WEB BASED PORTAL FOR NONPROFIT ORGANIZATIONS TO POST ANY VOLUNTEER NEEDS, PROMOTE FUNDRAISERS AND/OR EVENTS, AND COLLECTION DRIVE SUCH AS FOOD OR SUPPLIES WAS ESTABLISHED. COMMUNITY MEMBERS AND BUSINESSES SEARCH FOR OPPORTUNITIES AND RESPOND TO THE NEEDS/EVENTS AS INTERESTED. THE WEBSITE WILL CONNECT VOLUNTEERS WITH OPPORTUNITIES AND TRACK INDIVIDUAL VOLUNTEER HOURS AND IMPACT VALUE ON A USER-FRIENDLY DASHBOARD. MORE THAN 200 PEOPLE AND 49 AGENCIES ARE USING THE SYSTEM. VOLUNTARY INCOME TAX ASSISTANCE (VITA) 273 TAX RETURNS WERE FILED LAST YEAR FOR LOW-INCOME AND DISABLED RESIDENTS, WHICH BROUGHT BACK 253,661 DOLLARS (73,571 EITC, 176,272 FEDERAL, AND 3,818 STATE) INTO THE COMMUNITY. IRS TRAINED VOLUNTEERS ASSIST A WIDE RANGE OF LOW INCOME, DISABLED OR VETERAN COMMUNITY MEMBERS WHO MAY BE CHALLENGED IN FILING THEIR TAX RETURNS. 2-1-1, A DATABASE OF RESOURCES FOR PEOPLE IN NEED THAT IS PART OF A STATE- WIDE SYSTEM PROVIDING INFORMATION AND REFERRAL. LAST YEAR, 1,984 CALLS WERE RECEIVED FOR ASSISTANCE WITH HOUSING, SHELTER, RENT ASSISTANCE, UTILITY PAYMENTS, FOOD, EDUCATION, AND CHILDCARE IN ALAMANCE COUNTY. NEW THIS YEAR, 2-1-1 IS THE RESOURCE FOR NON-EMERGENCY INFORMATION FROM THE EMERGENCY OPERATION CENTERS IN EACH COUNTY ACROSS THE STATE WHEN DISASTER, SUCH AS HURRICANE MATTHEW, OCCURS, FREEING UP 9-1-1 CALLS FOR TRUE EMERGENCIES. WE ARE PROUD TO MANAGE 2-1-1 FOR ALAMANCE COUNTY. 1434536 true true false false false false false false false true true false true true true true true false false false false false false false true false false true false false false false false false false false false false true false false false false false false false false true 9 0 7 true false false false false false false false false false false X 39 39 true false false false false false false true true false false true true true true true true true false false NC X X X HEIDI NORWICK PRESIDENT 3364382000 803 HERMITAGE ROAD BURLINGTON NC 27216 JERRY BAILEY DIRECTOR 1.00 X 0 0 0 ESTHER BENNETT DIRECTOR 1.00 X 0 0 0 JEFF BRIGHT DIRECTOR 1.00 X 0 0 0 TAMMY COBB DIRECTOR 1.00 X 0 0 0 RON FARRIS DIRECTOR 1.00 X 0 0 0 JENNY FAULKNER DIRECTOR 1.00 X 0 0 0 PETER FELTON DIRECTOR 1.00 X 0 0 0 PAM FOX CAMPAIGN CHA 5.00 X X 0 0 0 GERRY FRANCIS DIRECTOR 1.00 X 0 0 0 BILL GOMORY PAST CHAIR 1.00 X X 0 0 0 MARCY GREEN COMMUNITY IM 1.00 X X 0 0 0 PRESTON HAMMOCK DIRECTOR 1.00 X 0 0 0 PAM JORDAN TREASURER 1.00 X X 0 0 0 PAUL KOONTS DIRECTOR 1.00 X 0 0 0 BRENDLE LEGGETT SECRETARY 1.00 X X 0 0 0 JACK LINDLEY DIRECTOR EME 1.00 X 0 0 0 BECKY LOY CAMPAIGN CHA 5.00 X X 0 0 0 TERESA MANSFIELD DIRECTOR 1.00 X 0 0 0 PAUL MAUNEY DIRECTOR 1.00 X 0 0 0 GRIFFIN MCCLURE CHAIRMAN 1.00 X X 0 0 0 LYNN MOSER FUND DEVELOP 1.00 X X 0 0 0 REBECCA PARKS DIRECTOR 1.00 X 0 0 0 MEREDITH PEFFLEY COMMUNITY CO 1.00 X X 0 0 0 NIKKI RATLIFF DIRECTOR 1.00 X 0 0 0 SUE RICH DIRECTOR 1.00 X 0 0 0 NOAH SANDERS ASSISTANT TR 5.00 X X 0 0 0 LORI SEILER ASSISTANT SE 1.00 X X 0 0 0 KELLY SHIRLEY DIRECTOR 1.00 X 0 0 0 LAURA SWIFT COMMUNITY IM 1.00 X X 0 0 0 RENEE WARD DIRECTOR 1.00 X 0 0 0 MARISSA WEST COMMUNITY IM 1.00 X X 0 0 0 RICHARD WHITE DIRECTOR 5.00 X 0 0 0 TAYLOR WILSON DIRECTOR 1.00 X 0 0 0 CYNTHIA WINTERS DIRECTOR 1.00 X 0 0 0 HEIDI NORWICK PRESIDENT 40.00 X 68980 0 0 68980 false false false 1274392 29016 1274392 17482 17482 76322 89993 -13671 -13671 -13671 144608 84487 60121 MANAGEMENT REVENUE 900099 11311 11311 MEETINGS & LUNCHEONS 900099 11153 11153 OTHER RECEIPTS 900099 8215 8215 30679 1369003 17008 17482 1183169 1183169 68980 25730 18183 25067 216805 80868 57150 78787 14265 5321 3760 5184 57405 21412 15132 20861 21639 8071 5704 7864 22000 8206 5799 7995 13145 4903 3465 4777 413 154 109 150 4612 1720 1216 1676 8475 3161 2234 3080 4860 1813 1281 1766 8211 3063 2164 2984 10163 3791 2679 3693 16914 6308 4459 6147 12795 4774 3372 4649 4708 2284 1019 1405 CONSULTANTS AND MARKETING 42075 15694 11091 15290 OTHER EXPENSES 39302 33362 2497 3443 STRATEGIC PLANNING 22723 8475 5990 8258 REPAIRS AND MAINTENANCE 13393 4996 3530 4867 41377 7261 15189 18927 1827429 1434536 166023 226870 1333068 730488 433824 417693 2824 4709 2367 313790 194891 125529 118899 784340 735134 214132 200461 2893717 2209751 186934 79340 365639 182141 552573 261481 X 1699531 1243318 427481 504491 214132 200461 2341144 1948270 2893717 2209751 -458426 -26635 92187 X X false true X true false X 1449898 1136730 1455528 1205524 1274392 6522072 1449898 1136730 1455528 1205524 1274392 6522072 6522072 18737 22127 18671 16729 17482 93746 37068 34125 26320 27406 30679 155598 6771416 175287 0.96320 0.96720 X PART II, LINE 10 SERVICES REVENUE 62,917 OTHER REVENUE 92,681 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 784340 -9927 29222 10057 735134 801427 19849 26454 10482 784340 654079 50000 132012 24447 10217 801427 594940 92194 24035 9020 654079 640266 -14634 22197 8495 594940 1.00000 true false 35000 35000 146606 72835 73771 132184 122056 10128 118899 ENDOWMENT - FACILITIES 484418 F ENDOWMENT - GENERAL 250716 F 735134 BENEFICIAL INTEREST IN PERPETUAL TRU 200461 200461 DISASTER FUNDS 175679 HEATING FUNDS 6462 MAKE A DIFFERENCE DAY 182141 X 1065645 -26635 -26635 1092280 276723 276723 1369003 1458518 1458518 368911 368911 1827429 SCHEDULE D, PAGE 3, PART X PART X, LINE 2: ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES: THE FASB ACCOUNTING STANDARDS CODIFICATION PROVIDES FOR RECOGNITION, MEASUREMENT, PRESENTATION, AND DISCLOSURE RELATING TO UNCERTAIN TAX POSITIONS. MANAGEMENT IS UNAWARE OF ANY UNCERTAIN INCOME TAX POSITIONS REFLECTED IN THESE FINANCIAL STATEMENTS THAT REQUIRE DISCLOSURE. SCHEDULE D, PAGE 4, PART XI, LINE 4B DESIGNATIONS RECEIVED 276,722 ROUNDING 1 SCHEDULE D, PAGE 4, PART XII, LINE 4B DESIGNATIONS PAID 368,909 ROUNDING 2 SCHEDULE D, PAGE 4, PART XIII PART V, LINE 4: TO ADVANCE THE FINANCIAL STABILITY OF UNITED WAY OF ALAMANCE COUNTY AND TO ALLOW FOR FUNDS RAISED OUTSIDE OF THE ENDOWMENT TO GO TOWARDS ADDRESSING HUMAN SERVICE NEEDS. THE FUND WILL PROVIDE ANNUAL DISTRIBUTIONS TO THE ORGANIZATION FOR THE OPERATING FUND OR PRESSING COMMUNITY NEEDS. IT IS THE INTENT OF THE UNITED WAY TO PRESERVE AS MUCH OF THE PRINCIPAL OF THE FUND AS POSSIBLE WHILE MAINTAINING THE FLEXIBILITY OF THE UNITED WAY TO UTILIZE THE PRINCIPAL IN EXTRAORDINARY SITUATIONS IN ORDER TO FULFILL ITS MISSION. COMMUNITY EVENT 39720 39720 20014 TASTE OF ALAMAN 23375 23375 15745 4 81513 81513 48728 144608 144608 84487 84487 60121 true ACADEMIC AND CAREER READINESS - ACC 1304 PLAZA DRIVE BURLINGTON NC 27215 566052379 501C3 15002 COMMUNITY SUPPORT ALAMANCE COUNTY ARTS COUNCIL 213 SOUTH MAIN STREET GRAHAM NC 27253 560751151 501C3 5100 COMMUNITY SUPPORT ALAMANCE COUNTY YMCA 1346 S MAIN STREET BURLINGTON NC 27215 560611575 501C3 31756 COMMUNITY SUPPORT ALAMANCE COUNTRY DISPUTE SETTLEMENT PO BOX 524 GRAHAM NC 27253 581550938 501C3 18000 COMMUNITY SUPPORT ALAMANCE COUNTY MEALS ON WHEELS 508 W DAVIS STREET BURLINGTON NC 27215 561061980 501C3 44359 COMMUNITY SUPPORT ALAMANCE ELDERCARE INC PO BOX 202 BURLINGTON NC 27216 561836540 501C3 19000 COMMUNITY SUPPORT ALAMANCE PARTNERSHIP FOR CHILDREN PO BOX 202 BURLINGTON NC 27217 561884459 501C3 59331 COMMUNITY SUPPORT MEDICATION MANAGEMENT CLINIC PO BOX 202 BURLINGTON NC 27216 560529994 501C3 10000 COMMUNITY SUPPORT ALLIED CHURCHES OF ALAMANCE COUNTY 3057 S CHURCH STREET BURLINGTON NC 27215 561553388 501C3 123754 COMMUNITY SUPPORT THE AMERICAN RED CROSS PO BOX 875 BURLINGTON NC 27216 566000021 501C3 16485 COMMUNITY SUPPORT BENEVOLENCE FARM 4265 THOMPSON MILL ROAD GRAHAM NC 27253 263685507 501C3 26500 COMMUNITY SUPPORT BURLINGTON DEVELOPMENT CORPORATION PO BOX 2380 BURLINGTON NC 27216 561878125 501C3 21191 COMMUNITY SUPPORT BURLINGTON SENIOR ADULT LEISURE SER PO BOX 1358 BURLINGTON NC 27216 566001189 501C3 6000 COMMUNITY SUPPORT CATHOLIC CHARITIES CENTRO LA COMU PO BOX 2061 BURLINGTON NC 27216 560529943 501C3 13600 COMMUNITY SUPPORT CHILDREN'S HOME SOCIETY PO BOX 14608 GREENSBORO NC 27415 560529946 501C3 17500 COMMUNITY SUPPORT CROSSROADS SEXUAL ASSAULT RESPONSE PO BOX 673 BURLINGTON NC 27216 561550998 501C3 30000 COMMUNITY SUPPORT FAMILY ABUSE SERVICES OF ALAMANCE C PO BOX 2192 BURLINGTON NC 27216 561198802 501C3 53500 COMMUNITY SUPPORT FRIENDSHIP ADULT DAY SERVICES PO BOX 3303 BURLINGTON NC 27216 561362204 501C3 24000 COMMUNITY SUPPORT HOSPICE & PALLIATIVE CARE CENTER 914 CHAPEL HILL ROAD BURLINGTON NC 27215 561344754 501C3 35401 COMMUNITY SUPPORT LIFESPAN 919 STOKES STREET BURLINGTON NC 27215 561142969 501C3 15000 COMMUNITY SUPPORT OE ENTERPRISE INC - ALAMANCE OFFI 717 N PARK AVENUE BURLINGTON NC 27217 570740781 501C3 15000 COMMUNITY SUPPORT OLD NORTH STATE COUNCILBOY SCOUTS PO BOX 29046 GREENSBORO NC 27429 561762001 501C3 7901 COMMUNITY SUPPORT OPEN DOOR CLINIC OF ALAMANCE COUNTY 221A N GREAHAM-HOPEDALE RD BURLINGTON NC 27217 561794210 501C3 30407 COMMUNITY SUPPORT POSITIVE ATTITUDE YOUTH CENTER 229 N GRAHAM-HOPEDALE RD BURLINGTON NC 27217 561913994 501C3 11000 COMMUNITY SUPPORT RESIDENTIAL TREATMENT SERVICES OF A PO BOX 427 BURLINGTON NC 27216 560988222 501C3 75557 COMMUNITY SUPPORT THE SALVATION ARMY OF ALAMANCE COUN PO BOX 1238 BURLINGTON NC 27216 560543227 501C3 87040 COMMUNITY SUPPORT ELON ACADEMY CAMPUS BOX 2108 ELON NC 27244 560532303 501C3 22500 COMMUNITY SUPPORT THE EXCHANGE CLUB FAMILY CENTER 200 N MAIN ST GRAHAM NC 27253 581443692 501C3 18000 COMMUNITY SUPPORT WOMEN'S RESOURCE CENTER IN ALAMANC 411-B FIFTH STREET BURLINGTON NC 27215 581917630 501C3 25848 COMMUNITY SUPPORT FIRST PRESBYTERIAN CHURCH 508 W DAVIS STREET BURLINGTON NC 27215 560529969 501C3 74387 COMMUNITY SUPPORT FRONT STREET UNITED METHODIST CHURC PO BOX 2597 BURLINGTON NC 27216 560615203 501C3 12500 COMMUNITY SUPPORT LOW'S LUTHERAN CHURCH PO BOX 833 GRAHAM NC 27253 566531610 501C3 7500 COMMUNITY SUPPORT EDUCATION FOUNDATION - UNC PO BOX 2446 CHAPEL HILL NC 27515 566058412 501C3 6000 COMMUNITY SUPPORT COMMUNITY FOUNDATION OF GREATER GR 330 S GREENE STREET SUITE 100 GREENSBORO NC 27401 561380249 501C3 14500 COMMUNITY SUPPORT THE BURLINGTON SCHOOL 1615 GREENWOOD TERRACE BURLINGTON NC 27215 560612840 501C3 15140 COMMUNITY SUPPORT ALAMANCE COUNTY GOVERNMENT 319 N GRAHAM HOPEDALE RD SUITE B BURLINGTON NC 27217 566000271 501C3 13978 COMMUNITY SUPPORT CCCS OF GREATER GREENSBORO 902 BONNER DRIVE JAMESTOWN NC 27282 562061741 501C3 15000 COMMUNITY SUPPORT CHILDREN'S MUSEUM OF ALAMANCE COUNT 217 S MAIN STREET GRAHAM NC 27253 421740709 501C3 5600 COMMUNITY SUPPORT LEGAL AID OF NORTH CAROLINA PO BOX 1728 PITTSBORO NC 27278 311784161 501C3 8100 COMMUNITY SUPPORT MACEDONIA LUTHERAN CHURCH 421 WEST FRONT STREET BURLINGTON NC 27215 560594586 501C3 6000 COMMUNITY SUPPORT PIEDMONT HEALTH SERVICES INC 299 LLOYD STREET CARRBORO NC 27510 560952737 501C3 16505 COMMUNITY SUPPORT ST MARK'S REFORMED CHURCH 1230 ST MARKS CHURCH ROAD BURLINGTON NC 27215 566054730 501C3 8000 COMMUNITY SUPPORT CITY OF BURLINGTON PO BOX 1358 BURLINGTON NC 272161358 566001189 GOV 25000 COMMUNITY SUPPORT X 1 29016 false true true SCHEDULE M, PAGE 1, PART I, LINE 32B SCHEDULE M, LINE 32B: UNITED WAY OF ALAMANCE COUNTRY HAS A BROKERAGE ACCOUNT WITH A LOCAL BROKER. STOCK DONATIONS ARE TRANSFERRED IN TO THIS ACCOUNT AND SOLD AS SOON AS RECEIVED. A CHECK IS THEN ISSUED TO UNITED WAY OF ALAMANCE COUNTY. SCHEDULE M, PAGE 2, PART II SCHEDULE M, LINE 32B: UNITED WAY OF ALAMANCE COUNTY HAS A BROKERAGE ACCOUNT WITH A LOCAL BROKER. STOCK DONATIONS ARE TRANSFERERED IN TO THIS ACCOUNT AND SOLD AS SOON AS RECEIVED. A CHECK IS THEN ISSUED TO UNITED WAY OF ALAMANCE COUNTY. FORM 990 - ORGANIZATION'S MISSION THE MISSION OF UNITED WAY OF ALAMANCE COUNTY IS TO MOBILIZE THE CARING POWER OF OUR COMMUNITY TO ADVANCE THE COMMON GOOD. TO DO THIS, WE WILL LEAD COLLECTIVE ACTION AROUND BOLD GOALS IN EDUCATION, FINANCIAL STABILITY, AND HEALTH. MORE SPECIFICALLY, WE WILL LIVE UNITED BY CONVENING PARTNERS AROUND SHARED COMMUNITY GOALS; ALIGNING COMMUNITY GIVING, ADVOCATING, VOLUNTEERING TO ACHIEVE THE GOALS; AND SUPPORTING STRATEGIC WORK THAT ADVANCES THE GOALS. EACH YEAR, UNITED WAY OF ALAMANCE COUNTY RAISES FUNDS THROUGH SPONSORSHIPS, CORPORATE GIFTS, INDIVIDUAL GIFTS AND WORKPLACE CAMPAIGNS IN ORDER TO FUND PRIORITY NEEDS IDENTIFIED IN THE COMMUNITY ASSESSMENT. GOALS AND STRATEGIES FOR CONTINUOUS IMPROVEMENT ARE FOCUSED AROUND THREE PRIORITY AREAS (HEALTH, EDUCATION, AND INCOME/FINANCIAL STABILITY) AND OTHER PROGRAMMING. THESE PROGRAMS AND AGENCIES IMPACT 55,683 LIVES OR 1 IN 3 RESIDENTS IN ALAMANCE COUNTY. UNITED WAY OF ALAMANCE COUNTY IS THE LEADING CONVENER OF NONPROFITS, DONORS, BUSINESSES AND STAKEHOLDERS ADDRESSING COMMUNITY ISSUES. WE HAVE THE GREATEST CAPACITY TO LEVERAGE GIVING AND OTHER RESOURCES TO IMPROVE OUTCOMES FOR OUR CITIZENS IN ALAMANCE COUNTY. OUR UNIQUE ABILITY TO WORK ACROSS COMPLEX ISSUES WITH HUNDREDS OF COMMUNITY PARTNERS IS UNMATCHED. WE MONITOR TRENDS, IDENTIFY GAPS AND COORDINATE BROAD RESPONSES TO ENSURE THAT FINANCIAL CONTRIBUTIONS MAXIMIZE RESULTS. GOALS AND STRATEGIES FOR OUTCOMES THAT MOVE THE NEEDLE IN AREAS OF IMPORTANCE AS IDENTIFIED IN THE ALAMANCE COUNTY COMMUNITY ASSESSMENT ARE THE FOCUS OF OUR WORK. WE USE A CONTINUOUS IMPROVEMENT MODEL TO CREATE POSITIVE CHANGES AND OPPORTUNITIES FOR ALL IN ALAMANCE COUNTY. WE ALL WIN WHEN A CHILD SUCCEEDS IN SCHOOL, WHEN FAMILIES ARE FINANCIALLY STABLE AND WHEN PEOPLE ARE IN GOOD HEALTH. INVESTMENTS AND DONATIONS ARE MULTIPLIED WHEN COMBINED WITH OTHERS IN ORDER TO FOSTER COLLECTIVE SUCCESS. UNITED WAY OF ALAMANCE COUNTY WORKS TO ADDRESS THE FOLLOWING GOALS: IMPROVE THE HEALTH OF CHILDREN, ADULTS & SENIORS BY FOCUSING ON PREVENTION, EDUCATION, AND ACCESS TO HEALTH RELATED PROGRAMS. HELP INDIVIDUALS AND FAMILIES MEET BASIC NEEDS AND ACHIEVE FINANCIAL INDEPENDENCE. PREPARE CHILDREN TO ENTER KINDERGARTEN READY TO LEARN AND INCREASE THE NUMBER OF STUDENTS WHO ARE CAREER & COLLEGE READY. FORM 990 FORM 990, PART IV, LINE 28A AND 28C: SCHEDULE L IS NOT REQUIRED BECAUSE BUSINESS TRANSACTIONS WITH INTERESTED PERSONS ARE BELOW THE THRESHOLD OF 100,000 OR THE GREATER OF 10,000 OR 1% OF THE ORGANIZATION'S TOTAL REVENUE FOR THE YEAR. FORM 990, PAGE 2, PART III, LINE 4B RESOURCES FORM 990, PAGE 2, PART III, LINE 4C DRIVE SUCH AS FOOD OR SUPPLIES WAS ESTABLISHED. COMMUNITY MEMBERS AND BUSINESSES SEARCH FOR OPPORTUNITIES AND RESPOND TO THE NEEDS/EVENTS AS INTERESTED. THE WEBSITE WILL CONNECT VOLUNTEERS WITH OPPORTUNITIES AND TRACK INDIVIDUAL VOLUNTEER HOURS AND IMPACT VALUE ON A USER-FRIENDLY DASHBOARD. MORE THAN 200 PEOPLE AND 49 AGENCIES ARE USING THE SYSTEM. VOLUNTARY INCOME TAX ASSISTANCE (VITA) 273 TAX RETURNS WERE FILED LAST YEAR FOR LOW-INCOME AND DISABLED RESIDENTS, WHICH BROUGHT BACK 253,661 DOLLARS (73,571 EITC, 176,272 FEDERAL, AND 3,818 STATE) INTO THE COMMUNITY. IRS TRAINED VOLUNTEERS ASSIST A WIDE RANGE OF LOW INCOME, DISABLED OR VETERAN COMMUNITY MEMBERS WHO MAY BE CHALLENGED IN FILING THEIR TAX RETURNS. 2-1-1, A DATABASE OF RESOURCES FOR PEOPLE IN NEED THAT IS PART OF A STATE- WIDE SYSTEM PROVIDING INFORMATION AND REFERRAL. LAST YEAR, 1,984 CALLS WERE RECEIVED FOR ASSISTANCE WITH HOUSING, SHELTER, RENT ASSISTANCE, UTILITY PAYMENTS, FOOD, EDUCATION, AND CHILDCARE IN ALAMANCE COUNTY. NEW THIS YEAR, 2-1-1 IS THE RESOURCE FOR NON-EMERGENCY INFORMATION FROM THE EMERGENCY OPERATION CENTERS IN EACH COUNTY ACROSS THE STATE WHEN DISASTER, SUCH AS HURRICANE MATTHEW, OCCURS, FREEING UP 9-1-1 CALLS FOR TRUE EMERGENCIES. WE ARE PROUD TO MANAGE 2-1-1 FOR ALAMANCE COUNTY. FORM 990, PART VI FORM 990, PART VI, SECTION A, LINE 2: THE FOLLOWING FAMILY AND/OR BUSINESS RELATIONSHIPS EXIST FOR OFFICERS OR DIRECTORS: JERRY BAILY HAS A BUSINESS RELATIONSHIP WITH UNITED WAY OF ALAMANCE COUNTY AND SERVES ON THE BOARD OF A FUNDED AGENCY. JEFF BRIGHT IS EMPLOYED AT ONE OF THE FUNDED AGENCIES. TAMMY COBB IS ON THE BOARD OF FUNDED AGENCIES AND IS EMPLOYED AT ONE OF THE FUNDED AGENCIES. JENNY FAULKNER IS ON THE BOARD OF FUNDED AGENCIES. PAM FOX IS ON THE BOARD OF A FUNDED AGENCY AND HAS A BUSINESS RELATIONSHIP WITH UNITED WAY OF ALAMANCE COUNTY. BILL GOMORY HAS A BANKING RELATIONSHIP WITH THE UNITED WAY OF ALAMANCE COUNTY AND MAY HAVE BANKING RELATIONSHIPS WITH OTHER BOARD MEMBERS. MARCY GREEN IS ON THE BOARD OF A FUNDED AGENCY. JACK LINDLEY IS ON THE BOARD OF A FUNDED AGENCY. BECKY LOY IS ON THE BOARD OF FUNDED AGENCIES. TERESA MANSFIELD IS ON THE BOARD OF FUNDED AGENCIES AND HAS A BUSINESS REALTIONSHIP WITH UNITED WAY OF ALAMANCE COUNTY. GRIFFIN MCCLURE IS ON THE BOARD OF A FUNDED AGENCY. LYN MOSER IS A BOARD MEMBER OF A FUNDED AGENCY AND SHE AND HER HUSBAND HAVE A BUSINESS REALTIONSHIP WITH THE UNITED WAY OF ALAMANCE COUNTY. REBECCA PARKS IS A BOARD MEMBER OF A FUNDED AGENCY. NIKKI RATLIFF IS A BOARD MEMBER OF A FUNDED AGENCY AND IS EMPLOYED BY A FUNDED AGENCY. NOAH SANDERS IS ON THE BOARD OF A FUNDED AGENCY. RENEE WARD HAS A BUSINESS RELATIONSHIP WITH THE UNITED WAY OF ALAMANCE COUNTY, IS A BOARD MEMBER OF A FUNDED AGENCY AND IS RELATED TO A BOARD MEMBER OF UNITED WAY OF ALAMANCE COUNTY. RICHARD WHITE'S SPOUSE IS ON THE BOARD OF A FUNDED AGENCY. TAYLOR WILSON IS ON THE BOARD OF A FUNDED AGENCY. CYNTHIA WINTERS HAS A BUSINESS RELATIONSHIP WITH THE UNITED WA OF ALAMANCE COUNTY. FORM 990, PAGE 6, PART VI, LINE 11B THE AUDIT COMMITTEE REVIEWS THE 990 WITH THE TAX PREPARER BEFORE IT IS FILED. THE AUDIT COMMITTEE ALSO REVIEWS THE FORM 990 WITH THE BOARD OF DIRECTORS PRIOR TO FILING. FORM 990, PAGE 6, PART VI, LINE 12C BOARD MEMBERS ARE ASKED TO COMPLETE A CONFLICT OF INTEREST POLICY AND LIST AFFILIATIONS AND ASSOCIATIONS ANNUALLY. FORM 990, PAGE 6, PART VI, LINE 15A A PRESIDENT'S REVIEW IS PERFORMED ANNUALLY. FORM 990, PAGE 6, PART VI, LINE 19 FINANCIAL INFORMATION IS AVAILABLE FOR PUBLIC INSPECTION BOTH ON THE INTERNET AND UPON REQUEST. FORM 990, PART XI, LINE 9 DONOR DESIGNATED PORTION OF INCOME -276,722 DONOR DESIGNATED PORTION OF EXPENDITURES 368,909 TOTAL 92,187 FORM 990, PAGE 12, PART XII, LINE 2C THE ORGANIZATION HAS AN AUDIT COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT, REVIEW, AND PRESENTATION OF THE AUDITED FINANCIAL STATEMENTS TO THE FULL BOARD. THE RESPONSIBILITIES OF THE AUDIT COMMITTEE ARE SIMILAR TO THE PRIOR PERIOD.