2017-11-01T19:02:02-04:00 2017-06-30 463054896 GOLDSMITH MOLIS & GRAY PLLC 32 ORANGE ST ASHEVILLE NC 288012914 990 2016-07-01 560890133 HENDERSON COUNTY UNITED WAY INC HEND 8286921636 PO BOX 487 HENDERSONVILLE NC 287930487 LONG DENISE EXECUTIVE DIRECTOR 8286921636 2017-10-18 true CRYSTAL Z GOLDSMITH CPA P01286671 8282813161 2017-10-24 38DD119A1E0E4E38A94E994CDA4693292E21197C 38DD119A1E0E4E38A94E994CDA4693292E21197C 2016 2021-01-29 14:40:06Z LONG DENISE PO BOX 487 HENDERSONVILLE NC 287930487 2454261 false X LIVEUNITEDHC.ORG X 1953 NC IMPROVE THE LIVES OF HENDERSON COUNTY RESIDENTS. 25 24 7 1570 0 1746245 2405268 0 9187 9425 28704 39568 1784136 2454261 1077116 1243044 0 357072 402296 0 208382 232079 250053 1666267 1895393 117869 558868 2257478 3058124 974447 1161746 1283031 1896378 X TO ORGANIZE AND MOBILIZE COMMUNITY RESOURCES TO IMPROVE LIVES OF HENDERSON COUNTY RESIDENTS. false false 1536068 1243044 UNITED WAY OF HENDERSON COUNTY (UWHC) IS IN THE FOURTH YEAR OF HENDERSON COUNTY 2025, A TEN YEAR PLAN TO 1) INCREASE KINDERGARTEN READINESS AND SUPPORT SCHOOL SUCCESS FOR CHILDREN IN POVERTY; 2) IMPROVE FINANCIAL STABILITY AND INCREASE ACCESS TO AFFORDABLE HOUSING; 3)REDUCE OBESITY RATES, AND ENCOURAGE HEALTHY YOUTH BEHAVIORS. THE GOAL IS TO MAKE STEADY ADVANCES BY CREATING SOLUTIONS THAT LEAD TO LASTING CHANGE. UWHC'S TOTAL COMMUNITY INVESTMENT DURING THE 2016-2017 FISCAL YEAR IS VALUED AT ALMOST 1.62 MILLION. IT NOT ONLY INCLUDES ALLOCATIONS TO 39 COMMUNITY SERVICE PROGRAMS, BUT ALSO DIRECT-PAY DESIGNATIONS FROM DONORS TO COMMUNITY AGENCIES, STRATEGIC INITIATIVES, VOLUNTEER INITIATIVES, AND UNITED WAY SPONSORED PROGRAMS SUCH AS 2-1-1, WOMEN UNITED, RISING LEADERS, AND CHARITY TRACKER. IN ADDITION TO THE 1.62 MILLION OF COMMUNITY INVESTMENT, UNITED WAY WAS FORTUNATE TO RECEIVE BEQUEST FUNDS OF OVER 700,000 THAT ARE EARMARKED FOR FUTURE PROGRAMS, ALLOCATIONS AND INITIATIVES OVER THE NEXT 2 TO 3 YEARS. ALSO IN ADDITION TO THE 1.62 MILLION COMMUNITY INVESTMENT, UWHC ALSO PROVIDED HIGH-IMPACT SERVICES AND SAVINGS TO PEOPLE IN HENDERSON COUNTY. FAMILYWIZE PRESCRIPTION DISCOUNT CARDS HELPED LOCAL RESIDENTS WITH OVER 4,859 CLAIMS FOR AN AVERAGE SAVINGS OF 48% ON PRESCRIPTIONS OR 174,000 SAVED IN PRESCRIPTION COSTS. NC 2-1-1, UNITED WAY'S INFORMATION AND REFERRAL HELPLINE, RESPONDED TO OVER 3,400 REQUESTS FROM HENDERSON COUNTY RESIDENTS AND DIRECTED THEM TO RESOURCES WHERE THEY COULD FIND FOOD, SHELTER, OR HEALTH CARE OR HELP PAYING MORTGAGE, RENT OR UTILITY BILLS. VOLUNTEERS ARE ALSO A TREMENDOUS NON-CASH ASSET. UWHC HAD THE HELP OF OVER 1500 VOLUNTEERS DURING 2016-2017, WHO PROVIDED APPROXIMATELY 8,000 HOURS OR OVER 188,000 WORTH OF VOLUNTEER HOUR VALUE TO IMPROVE THE COMMUNITY. UWHC HOSTS TWO COMMUNITY-WIDE VOLUNTEER EVENTS - DAYS OF CARING AND DAY OF ACTION. DAYS OF CARING WERE HELD IN BOTH FALL AND SPRING DURING THE 2016/17 YEAR, WITH OVER 500 VOLUNTEERS WORKING ON PROJECTS TO ASSIST AREA NON- PROFITS WITH DIRECT CLIENT SERVICES AS WELL AS FACILITY AND GROUNDS IMPROVEMENTS. ACTIVITIES INCLUDED DELIVERING MEALS TO AND BUILDING RAMPS AND STEPS FOR THE ELDERLY; REPACKAGING BULK FOODS FOR DISTRIBUTION THROUGH LOCAL FOOD PANTRIES; PAINTING, ORGANIZING, CLEANING AND LANDSCAPE PROJECTS AT A NUMBER OF AGENCIES; AND SEWING COMFORT PILLOW FOR HOSPICE PATIENTS. THE NATIONAL ASSOCIATION OF LETTER CARRIERS FOOD DRIVE WAS A NEW COMPONENT FOR THE DAYS OF CARING, WITH OVER 40,000 POUNDS OF NON-PERISHABLE FOOD ITEMS COLLECTED FOR HENDERSON COUNTY RESIDENTS IN NEED. OUR NEW DAY OF ACTION BROUGHT ANOTHER 500 VOLUNTEERS TOGETHER IN SUPPORT OF OUR LOCAL SCHOOLS. THESE VOLUNTEERS COMPLETED PAINTING, LANDSCAPING, AND CLEANING PROJECTS AT EVERY PUBLIC SCHOOL CAMPUS IN HENDERSON COUNTY. PARTICIPANTS ALSO DONATED 12,000 WORTH OF SCHOOL SUPPLIES FOR STUDENTS IN NEED, AND 25 BOXES OF NON-PERISHABLE FOOD TO GO HOME WITH HUNGRY STUDENTS OVER THE WEEKENDS. IN ADDITION TO THE TWO VOLUNTEER EVENTS, UWHC LAUNCHED IN JANUARY OF 2017 AN ONLINE VOLUNTEER MATCHING PROGRAM. THIS WEB-BASED PROGRAM CONNECTS POTENTIAL VOLUNTEERS WITH ONE-TIME OR ONGOING VOLUNTEER NEEDS AT HENDERSON COUNTY NON-PROFITS. DURING THE FIRST SIX MONTHS OF THE PROGRAM 111 VOLUNTEER OPPORTUNITIES FROM 72 ORGANIZATIONS WERE POSTED, AND 370 USERS REGISTERED FOR THE SITE. WOMEN UNITED, A LEADERSHIP GIVING AFFINITY GROUP, HAD A GREAT FIRST YEAR. AN EXECUTIVE COMMITTEE WAS FORMED, AND A KICK-OFF EVENT WAS HELD IN THE FALL OF 2016 WITH QUARTERLY EVENTS THEREAFTER. DURING THIS FIRST YEAR, 58 WOMEN JOINED WOMEN UNITED. THESE WOMEN INITIATED AN AFTER-SCHOOL OPPORTUNITY FOR AT-RISK FIFTH GRADE GIRLS AT UPWARD ELEMENTARY, A HIGH POVERTY SCHOOL IN HENDERSON COUNTY AND PROVIDED 14 GIRLS WITH SESSIONS ON CAREER DEVELOPMENT AND SELF-ESTEEM, AS WELL AS BACKPACKS AND SCHOOL SUPPLIES. THE GROUP ALSO COLLECTED TOYS AND CLOTHING FOR 50 FAMILIES OVER THE HOLIDAYS, AND HOSTED A SUMMER BOOK DRIVE FOR FOSTER CHILDREN. UWHC HAS RECEIVED DONATED OFFICE AND MEETING SPACE FROM KIMBERLY-CLARK WHICH HAS BEEN A TREMENDOUS BENEFIT. IN TURN, UWHC, IS ABLE TO PROVIDE LOW COST FACILITIES TO TWO OTHER NON-PROFIT AGENCIES AT OUR FORMER BUILDING AT 722 5TH AVENUE. DURING 2016-2017, BELIEVE CHILD ADVOCACY CENTER AND SMART START RENTED SPACE AT THE 722 5TH AVENUE BUILDING. UWHC RECEIVED SUBSTANTIAL GIFTS IN-KIND IN THE AMOUNT OF OVER 81,697 FROM VARIOUS MEDIA RESOURCES SUCH AS CABLE, NEWSPAPER AND RADIO, ALONG WITH CORPORATE SPONSORSHIPS TOTALING OVER 68,000 WHICH HELP COVER THE COST OF CAMPAIGN, EVENTS AND OPERATIONAL ITEMS. THIS MEANS THAT MORE DOLLARS FROM DONORS GO DIRECTLY TO PROGRAMS AND SERVICES TO THOSE IN NEED. THE RISING LEADERS INITIATIVE IS A UWHC PROGRAM DESIGNED TO DEVELOP THE NEXT GENERATION OF COMMUNITY LEADERS AND BOARD MEMBERS FOR HENDERSON COUNTY NON-PROFIT ORGANIZATIONS. PARTICIPANTS ATTEND AN INTRODUCTORY TEAMBUILDING SESSION AND 6 INFORMATIONAL SESSIONS. THEY ALSO ENJOY A "SPEED-DATING" OPPORTUNITY WITH REPRESENTATIVES FROM LOCAL NON-PROFIT ORGANIZATIONS AS PART OF THEIR GRADUATION. IN 2016-2017, TWENTY RISING LEADERS COMPLETED THE PROGRAM, AND MANY HAVE BEEN RECRUITED TO SERVE ON LOCAL BOARDS. BORN LEARNING TRAIL IS AN EDUCATION ACTIVITY PROGRAM. IT PROMOTES LEARNING IN A FUN AND INTERACTIVE WAY WHILE BOOSTING LANGUAGE, READING, PROBLEM SOLVING AND CRITICAL THINKING SKILLS. IT OFFERS FAMILIES A PLACE TO BE ACTIVE, ELEVATE AWARENESS OF EARLY CHILDHOOD EDUCATION AND BE A VISIBLE SYMBOL OF THE COMMUNITY'S COMMITMENT TO YOUNG CHILDREN. UWHC PARTNERED WITH THE CITY OF HENDERSONVILLE AND PARK RIDGE HEALTH TO INSTALL A SECOND BORN LEARNING TRAIL IN THE SPRING OF 2017. THIS TRAIL RUNS ON THE OCHLAWAHA GREENWAY, A POPULAR WALKING AND BICYCLING TRAIL FOR LOCAL FAMILIES. THIS SECOND TRAIL JOINS OUR ORIGINAL BORN LEARNING TRAIL AT MILLS RIVER PARK. CHARITY TRACKER IS A COMMUNITY-WIDE, UWHC SPONSORED INITIATIVE TO ALLOW DIRECT SERVICE NON-PROFITS TO TRACK AND COORDINATE THE SERVICES THEY DELIVER TO INDIVIDUALS AND FAMILIES IN HENDERSON COUNTY. AGENCIES THAT USE THE CHARITY TRACKER SOFTWARE ARE ABLE TO EASILY REFER CLIENTS TO OTHER PARTICIPATING AGENCIES AND SEE WHAT SERVICES CLIENTS HAVE ALREADY USED. IN THE 2016-2017 YEAR, THE AGENCIES USING CHARITY TRACKER RECORDED A TOTAL ASSISTANCE VALUE OF 201,599 TO 3,439 HENDERSON COUNTY HOUSEHOLDS. UWHC ALSO CONVENES COMMUNITY CONVERSATIONS ON IMPORTANT ISSUES OR WORKS WITH PARTNERS AND AREA-WIDE COLLABORATIONS SUCH AS THE NON-PROFIT FORUM, NON-PROFIT CEO FORUM, HENDERSON COUNTY PARTNERSHIP FOR HEALTH, EMERGENCY FOOD AND SHELTER PROGRAM (EFSP), HENDERSON COUNTY HOMELESS COALITION, HENDERSON COUNTY HEALTH DEPARTMENT COMMUNITY HEALTH ASSESSMENT ACTION TEAMS (OBESITY, SUBSTANCE ABUSE, AFFORDABLE HOUSING) AND THE BEHAVIORAL HEALTH SUMMIT. THESE ITEMS ARE AN OVERVIEW OF THE VARIOUS OUTREACH AND NON-TANGIBLE ITEMS THAT HENDERSON COUNTY UNITED WAY OFFERS TO THE COMMUNITY IN CONJUNCTION WITH, AND IN ADDITION TO, THE 1.62 MILLION IN FUNDS PROVIDED TO PROGRAMS, INITIATIVES AND AGENCIES TO IMPROVE THE LIVES OF HENDERSON COUNTY RESIDENTS. 1536068 true true false false false false false false false false true false false true false true true false false false false false false false false false false true false false false false false false false false false false false false false false false false false false false true 1 0 true 7 true false false false false false false false false false false X 25 24 false false false false false false false true true false false true true true true true true true false false X X X ROBIN MORGAN 8286921636 38 SMYTH AVENUE STE100 HENDERSONVILLE NC 28792 BAKER PATTI TREASURER 20 2.00 X X 0 0 0 BARKSDALE NICOLA CIC CO-CHAIR 2.00 X X 0 0 0 BIDDIX JOYCE BOARD MEMBER 1.00 X 0 0 0 BLACKFORD TANYA NONPROFIT AG 1.00 X 0 0 0 BOLANOS VIVIAN BOARD MEMBER 1.00 X 0 0 0 BRYANT JOHN CAMPAIGN CHA 2.00 X X 0 0 0 BURNETTE GREG CHAIR 2016 2.00 X X 0 0 0 CALDWELL BO BOARD MEMBER 1.00 X 0 0 0 FORD KELLY BOARD MEMBER 1.00 X 0 0 0 GAITHER REGGIE BOARD MEMBER 1.00 X 0 0 0 HAINSEL ANDREA TREASURER 20 2.00 X X 0 0 0 HEMANS CHRISTA BOARD MEMBER 1.00 X 0 0 0 HENDRICKS WILL CHAIR 2016 2.00 X X 0 0 0 HOLBERT SHERRI BOARD MEMBER 1.00 X 0 0 0 HUMPHRIES ERNEST BOARD MEMBER 1.00 X 0 0 0 JONES DAVID SECRETARY 20 2.00 X X 0 0 0 JONES MARCUS CIC CHAIR 2.00 X X 0 0 0 LAUGHTER RON NONPROFIT AG 1.00 X 0 0 0 MARTIN DAVID BOARD MEMBER 1.00 X 0 0 0 MOSS ELIZABETH BOARD MEMBER 1.00 X 0 0 0 PARKS DONNIE BOARD MEMBER 1.00 X 0 0 0 PLATZ BARBARA BOARD MEMBER 1.00 X 0 0 0 ROBINSON RICHARD BOARD MEMBER 1.00 X 0 0 0 STATON BOB BOARD MEMBER 1.00 X 0 0 0 TIRRELL SHARON STRATEGIC PL 2.00 X X 0 0 0 WARWICK MARK CHAIR 2017 2.00 X X 0 0 0 WILKERSON BRENDA BOARD MEMBER 1.00 X 0 0 0 WILKINSON DEBBIE CAMPAIGN CHA 2.00 X X 0 0 0 WILLIAMS GREG BOARD MEMBER 1.00 X 0 0 0 WITTE JAN BOARD MEMBER 1.00 X 0 0 0 LONG DENISE EXECUTIVE DI 40.00 X 82751 0 18475 82751 18475 false false false 10000 2395268 2405268 587 587 31757 31757 31757 31757 8838 8838 8838 8838 MISCELLANEOUS 7811 7811 7811 2454261 48993 1243044 1243044 82751 35583 19860 27308 241015 103636 57844 79535 54395 23390 13055 17950 24135 10378 5792 7965 15900 15900 9915 9035 880 12670 8729 3941 10275 4369 825 5081 23011 5794 12771 4446 2086 897 501 688 18262 18262 15760 6778 3782 5200 6814 2930 1635 2249 SUPPLIES 74656 33441 801 40414 BOARD/STAFF DEVELOPMENT 17655 7592 4237 5826 UNITED WAY OF AMERICA DUE 12076 12076 EQUIPMENT 10705 4603 2569 3533 20268 5531 10491 4246 1895393 1536068 150943 208382 395 492 363712 1160926 1145850 1112728 120045 131984 7450 5170 398443 253575 159760 144868 460266 501956 2257478 3058124 243779 50391 730668 1111355 974447 1161746 X 695944 1399992 587087 496386 1283031 1896378 2257478 3058124 558868 54479 X false true X true false X 1899337 1814242 1562065 1746245 2405268 9427157 1899337 1814242 1562065 1746245 2405268 9427157 896715 8530442 17129 26897 28609 28704 32344 133683 -1362 7811 6449 9567289 0.89160 0.93650 X PART II, LINE 10 -1,362 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 284862 164383 120479 113581 89192 24389 144868 ASSETS HELD BY OTHERS 455964 LIFE INSURANCE CASH SURRENDER VALUE 45992 501956 X 2335941 54479 100200 78580 233259 2102682 351579 351579 2454261 1722594 100200 78580 178780 1543814 351579 351579 1895393 SCHEDULE D, PAGE 3, PART X FASB ASC 740, "ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES" CLARIFIED THE ACCOUNTING FOR THE RECOGNITION AND MEASUREMENT OF UNCERTAINTIES IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND PRESCRIBES A THRESHOLD OF MORE LIKELY-THAN-NOT FOR RECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE UNITED WAY'S POLICY IS TO EVALUATE THE LIKELIHOOD THAT ITS UNCERTAIN TAX POSITIONS WILL PREVAIL UPON EXAMINATION BASED ON THE EXTENT TO WHICH THOSE POSITIONS HAVE SUBSTANTIAL SUPPORT WITHIN THE INTERNAL REVENUE CODE AND REGULATIONS, REVENUE RULINGS, COURT DECISIONS AND OTHER EVIDENCE. SCHEDULE D, PAGE 4, PART XI, LINE 2D GIFTS IN KIND 78,580 SCHEDULE D, PAGE 4, PART XI, LINE 4B DESIGNATED DONATIONS 351,579 SCHEDULE D, PAGE 4, PART XII, LINE 2D GIFTS IN KIND 78,580 SCHEDULE D, PAGE 4, PART XII, LINE 4B DESIGNATED DONATIONS 351,579 false BIG BROTHERS BIG SISTERS OF WNC 851 CASE STREET HENDERSONVILLE NC 28793 581505917 501C3 20413 GENERAL SUPPORT BLUE RIDGE HEALTH SERVICES 2579 CHIMNEY ROCK ROAD HENDERSONVILLE NC 28792 560794933 501C3 28634 GENERAL SUPPORT BLUE RIDGE LITERACY COUNCIL PO BOX 1728 HENDERSONVILLE NC 28793 561691110 501C3 42574 GENERAL SUPPORT BOYS & GIRLS CLUB OF HENDERSON CO 1304 ASHE STREET HENDERSONVILLE NC 28792 561803125 501C3 125396 GENERAL SUPPORT CALVARY EPISCOPAL CHURCH FOOD PANTR 2840 HENDERSONVILLE ROAD FLETCHER NC 28732 611657546 501C3 5540 GENERAL SUPPORT CARE PARTNERS - ADULT DAY SERVICES 114 COLLEGE DRIVE FLAT ROCK NC 287317756 562110357 501C3 16758 GENERAL SUPPORT CHILDREN & FAMILY RESOURCE CENTER 851 CASE STREET HENDERSONVILLE NC 28792 562113878 501C3 89935 GENERAL SUPPORT COUNCIL ON AGING - MEALS ON WHEELS 105 KING CREEK BOULEVARD HENDERSONVILLE NC 28792 560936674 501C3 23252 GENERAL SUPPORT FOUR SEASONS CFL - ANGEL FUND FOR H 571 SOUTH ALLEN ROAD FLAT ROCK NC 28731 561252665 501C3 32404 GENERAL SUPPORT HABITAT FOR HUMANITY 1111 KEITH STREET HENDERSONVILLE NC 28792 561642263 501C3 35208 GENERAL SUPPORT HELPING HAND DEVELOPMENT CENTER 130 EAGLES REACH DRIVE FLAT ROCK NC 28731 510138781 501C3 23117 GENERAL SUPPORT HOMEWARD BOUND OF WNC 218 PATTON AVENUE ASHEVILLE NC 28801 561568917 501C3 36555 GENERAL SUPPORT HOPE RX 841 CASE STREET HENDERSONVILLE NC 28792 562212024 501C3 10000 GENERAL SUPPORT HOUSING ASSISTANCE CORP 602 KANUGA ROAD HENDERSONVILLE NC 28739 561831757 501C3 76333 GENERAL SUPPORT MANNA FOOD BANK 627 SWANNANOA RIVER ROAD ASHEVILLE NC 28805 581514800 501C3 38665 GENERAL SUPPORT MEDICAL LOAN CLOSET 1225 7TH AVENUE E HENDERSONVILLE NC 28792 262933780 501C3 7834 GENERAL SUPPORT ON TRACK - AFFORDABLE HOUSING SRVC 50 SOUTH FRENCH BOULEVARD ASHEVILLE NC 28801 561056077 501C3 15000 GENERAL SUPPORT PARK RIDGE HEALTH 50 HOSPITAL DRIVE 4B HENDERSONVILLE NC 28792 560543246 501C3 35150 GENERAL SUPPORT PISGAH LEGAL SERVICES 440 S CHURCH STREET HENDERSONVILLE NC 28792 561191115 501C3 62317 GENERAL SUPPORT SAFELIGHT 133 FIFTH AVENUE WEST HENDERSONVILLE NC 28792 561469847 501C3 101105 GENERAL SUPPORT SIXTH AVENUE PSYCHIATRIC REHAB 714 6TH AVENUE W HENDERSONVILLE NC 28739 205599815 501C3 27096 GENERAL SUPPORT SMART START OF HENDERSON COUNTY 722 5TH AVENUE W HENDERSONVILLE NC 28739 562092325 501C3 30373 GENERAL SUPPORT THE FREE CLINICS 841 CASE STREET HENDERSONVILLE NC 28792 562212024 501C3 57795 GENERAL SUPPORT WCCA 220 KING CREEK BOULEVARD HENDERSONVILLE NC 28793 560846319 501C3 15000 GENERAL SUPPORT YMCA OF WNC 810 WEST 6TH AVENUE HENDERSONVILLE NC 28739 560671364 501C3 37381 GENERAL SUPPORT EBLEN FOUNDATION 10 WESTGAGE PARKWAY ASHEVILLE NC 28806 561758077 501C3 13394 GENERAL SUPPORT PARDEE HOSPITAL FOUNDATION 2029A ASHEVILLE HIGHWAY HENDERSONVILLE NC 28791 561930028 501C3 24961 GENERAL SUPPORT UNITED WAY ASHEVILLE 50 S FRENCH BROAD AVENUE ASHEVILLE NC 28801 560576157 501C3 44821 GENERAL SUPPORT UNITED WAY OF HAYWOOD COUNTY PO BOX 1139 WAYNESVILLE NC 28786 237112548 501C3 11283 GENERAL SUPPORT UNITED WAY OF TRANSYLVANIA COUNTY PO BOX 53 BREVARD NC 28712 237145022 501C3 10843 GENERAL SUPPORT SHRINERS HOSPITAL FOR CHILDREN 950 WEST FARIS ROAD GREENVILLE SC 29607 362193608 501C3 9484 GENERAL SUPPORT THERMAL BELT OUTREACH MINISTRY 134 WHITE DRIVE COLUMBUS NC 28722 561793796 501C3 15722 GENERAL SUPPORT VOCATIONAL SOLUTIONS OF HENDERSON C 2110 SPARTANBURG HIGHWAY EAST FLAT ROCK NC 28726 560897854 501C3 11165 GENERAL SUPPORT SCHEDULE I, PAGE 1, PART I, LINE 2 UWHC MONITORS GRANTS AND ASSISTANCE PROVIDED VIA AN ALLOCATIONS PROCESS. A UWHC PANEL REVIEWS GRANT APPLICATIONS AND DETERMINES THE PROGRAMS TO BE FUNDED. ONCE APPROVED FOR ALLOCATIED FUNDING, THE PROGRAM REPORTS THROUGHOUT THE END OF THE PAYOUT YEAR AND A VALUATION OF THE PROGRAM, AND ITS OUTCOMES ARE REVIEWED BY THE ALLOCATION PANELS AT THE END OF THE CYCLE. FORM 990, PAGE 2, PART III, LINE 4A UNITED WAY SPONSORED PROGRAMS SUCH AS 2-1-1, WOMEN UNITED, RISING LEADERS, AND CHARITY TRACKER. IN ADDITION TO THE 1.62 MILLION OF COMMUNITY INVESTMENT, UNITED WAY WAS FORTUNATE TO RECEIVE BEQUEST FUNDS OF OVER 700,000 THAT ARE EARMARKED FOR FUTURE PROGRAMS, ALLOCATIONS AND INITIATIVES OVER THE NEXT 2 TO 3 YEARS. ALSO IN ADDITION TO THE 1.62 MILLION COMMUNITY INVESTMENT, UWHC ALSO PROVIDED HIGH-IMPACT SERVICES AND SAVINGS TO PEOPLE IN HENDERSON COUNTY. FAMILYWIZE PRESCRIPTION DISCOUNT CARDS HELPED LOCAL RESIDENTS WITH OVER 4,859 CLAIMS FOR AN AVERAGE SAVINGS OF 48% ON PRESCRIPTIONS OR 174,000 SAVED IN PRESCRIPTION COSTS. NC 2-1-1, UNITED WAY'S INFORMATION AND REFERRAL HELPLINE, RESPONDED TO OVER 3,400 REQUESTS FROM HENDERSON COUNTY RESIDENTS AND DIRECTED THEM TO RESOURCES WHERE THEY COULD FIND FOOD, SHELTER, OR HEALTH CARE OR HELP PAYING MORTGAGE, RENT OR UTILITY BILLS. VOLUNTEERS ARE ALSO A TREMENDOUS NON-CASH ASSET. UWHC HAD THE HELP OF OVER 1500 VOLUNTEERS DURING 2016-2017, WHO PROVIDED APPROXIMATELY 8,000 HOURS OR OVER 188,000 WORTH OF VOLUNTEER HOUR VALUE TO IMPROVE THE COMMUNITY. UWHC HOSTS TWO COMMUNITY-WIDE VOLUNTEER EVENTS - DAYS OF CARING AND DAY OF ACTION. DAYS OF CARING WERE HELD IN BOTH FALL AND SPRING DURING THE 2016/17 YEAR, WITH OVER 500 VOLUNTEERS WORKING ON PROJECTS TO ASSIST AREA NON- PROFITS WITH DIRECT CLIENT SERVICES AS WELL AS FACILITY AND GROUNDS IMPROVEMENTS. ACTIVITIES INCLUDED DELIVERING MEALS TO AND BUILDING RAMPS AND STEPS FOR THE ELDERLY; REPACKAGING BULK FOODS FOR DISTRIBUTION THROUGH LOCAL FOOD PANTRIES; PAINTING, ORGANIZING, CLEANING AND LANDSCAPE PROJECTS AT A NUMBER OF AGENCIES; AND SEWING COMFORT PILLOW FOR HOSPICE PATIENTS. THE NATIONAL ASSOCIATION OF LETTER CARRIERS FOOD DRIVE WAS A NEW COMPONENT FOR THE DAYS OF CARING, WITH OVER 40,000 POUNDS OF NON-PERISHABLE FOOD ITEMS COLLECTED FOR HENDERSON COUNTY RESIDENTS IN NEED. OUR NEW DAY OF ACTION BROUGHT ANOTHER 500 VOLUNTEERS TOGETHER IN SUPPORT OF OUR LOCAL SCHOOLS. THESE VOLUNTEERS COMPLETED PAINTING, LANDSCAPING, AND CLEANING PROJECTS AT EVERY PUBLIC SCHOOL CAMPUS IN HENDERSON COUNTY. PARTICIPANTS ALSO DONATED 12,000 WORTH OF SCHOOL SUPPLIES FOR STUDENTS IN NEED, AND 25 BOXES OF NON-PERISHABLE FOOD TO GO HOME WITH HUNGRY STUDENTS OVER THE WEEKENDS. IN ADDITION TO THE TWO VOLUNTEER EVENTS, UWHC LAUNCHED IN JANUARY OF 2017 AN ONLINE VOLUNTEER MATCHING PROGRAM. THIS WEB-BASED PROGRAM CONNECTS POTENTIAL VOLUNTEERS WITH ONE-TIME OR ONGOING VOLUNTEER NEEDS AT HENDERSON COUNTY NON-PROFITS. DURING THE FIRST SIX MONTHS OF THE PROGRAM 111 VOLUNTEER OPPORTUNITIES FROM 72 ORGANIZATIONS WERE POSTED, AND 370 USERS REGISTERED FOR THE SITE. WOMEN UNITED, A LEADERSHIP GIVING AFFINITY GROUP, HAD A GREAT FIRST YEAR. AN EXECUTIVE COMMITTEE WAS FORMED, AND A KICK-OFF EVENT WAS HELD IN THE FALL OF 2016 WITH QUARTERLY EVENTS THEREAFTER. DURING THIS FIRST YEAR, 58 WOMEN JOINED WOMEN UNITED. THESE WOMEN INITIATED AN AFTER-SCHOOL OPPORTUNITY FOR AT-RISK FIFTH GRADE GIRLS AT UPWARD ELEMENTARY, A HIGH POVERTY SCHOOL IN HENDERSON COUNTY AND PROVIDED 14 GIRLS WITH SESSIONS ON CAREER DEVELOPMENT AND SELF-ESTEEM, AS WELL AS BACKPACKS AND SCHOOL SUPPLIES. THE GROUP ALSO COLLECTED TOYS AND CLOTHING FOR 50 FAMILIES OVER THE HOLIDAYS, AND HOSTED A SUMMER BOOK DRIVE FOR FOSTER CHILDREN. UWHC HAS RECEIVED DONATED OFFICE AND MEETING SPACE FROM KIMBERLY-CLARK WHICH HAS BEEN A TREMENDOUS BENEFIT. IN TURN, UWHC, IS ABLE TO PROVIDE LOW COST FACILITIES TO TWO OTHER NON-PROFIT AGENCIES AT OUR FORMER BUILDING AT 722 5TH AVENUE. DURING 2016-2017, BELIEVE CHILD ADVOCACY CENTER AND SMART START RENTED SPACE AT THE 722 5TH AVENUE BUILDING. UWHC RECEIVED SUBSTANTIAL GIFTS IN-KIND IN THE AMOUNT OF OVER 81,697 FROM VARIOUS MEDIA RESOURCES SUCH AS CABLE, NEWSPAPER AND RADIO, ALONG WITH CORPORATE SPONSORSHIPS TOTALING OVER 68,000 WHICH HELP COVER THE COST OF CAMPAIGN, EVENTS AND OPERATIONAL ITEMS. THIS MEANS THAT MORE DOLLARS FROM DONORS GO DIRECTLY TO PROGRAMS AND SERVICES TO THOSE IN NEED. THE RISING LEADERS INITIATIVE IS A UWHC PROGRAM DESIGNED TO DEVELOP THE NEXT GENERATION OF COMMUNITY LEADERS AND BOARD MEMBERS FOR HENDERSON COUNTY NON-PROFIT ORGANIZATIONS. PARTICIPANTS ATTEND AN INTRODUCTORY TEAMBUILDING SESSION AND 6 INFORMATIONAL SESSIONS. THEY ALSO ENJOY A "SPEED-DATING" OPPORTUNITY WITH REPRESENTATIVES FROM LOCAL NON-PROFIT ORGANIZATIONS AS PART OF THEIR GRADUATION. IN 2016-2017, TWENTY RISING LEADERS COMPLETED THE PROGRAM, AND MANY HAVE BEEN RECRUITED TO SERVE ON LOCAL BOARDS. BORN LEARNING TRAIL IS AN EDUCATION ACTIVITY PROGRAM. IT PROMOTES LEARNING IN A FUN AND INTERACTIVE WAY WHILE BOOSTING LANGUAGE, READING, PROBLEM SOLVING AND CRITICAL THINKING SKILLS. IT OFFERS FAMILIES A PLACE TO BE ACTIVE, ELEVATE AWARENESS OF EARLY CHILDHOOD EDUCATION AND BE A VISIBLE SYMBOL OF THE COMMUNITY'S COMMITMENT TO YOUNG CHILDREN. UWHC PARTNERED WITH THE CITY OF HENDERSONVILLE AND PARK RIDGE HEALTH TO INSTALL A SECOND BORN LEARNING TRAIL IN THE SPRING OF 2017. THIS TRAIL RUNS ON THE OCHLAWAHA GREENWAY, A POPULAR WALKING AND BICYCLING TRAIL FOR LOCAL FAMILIES. THIS SECOND TRAIL JOINS OUR ORIGINAL BORN LEARNING TRAIL AT MILLS RIVER PARK. CHARITY TRACKER IS A COMMUNITY-WIDE, UWHC SPONSORED INITIATIVE TO ALLOW DIRECT SERVICE NON-PROFITS TO TRACK AND COORDINATE THE SERVICES THEY DELIVER TO INDIVIDUALS AND FAMILIES IN HENDERSON COUNTY. AGENCIES THAT USE THE CHARITY TRACKER SOFTWARE ARE ABLE TO EASILY REFER CLIENTS TO OTHER PARTICIPATING AGENCIES AND SEE WHAT SERVICES CLIENTS HAVE ALREADY USED. IN THE 2016-2017 YEAR, THE AGENCIES USING CHARITY TRACKER RECORDED A TOTAL ASSISTANCE VALUE OF 201,599 TO 3,439 HENDERSON COUNTY HOUSEHOLDS. UWHC ALSO CONVENES COMMUNITY CONVERSATIONS ON IMPORTANT ISSUES OR WORKS WITH PARTNERS AND AREA-WIDE COLLABORATIONS SUCH AS THE NON-PROFIT FORUM, NON-PROFIT CEO FORUM, HENDERSON COUNTY PARTNERSHIP FOR HEALTH, EMERGENCY FOOD AND SHELTER PROGRAM (EFSP), HENDERSON COUNTY HOMELESS COALITION, HENDERSON COUNTY HEALTH DEPARTMENT COMMUNITY HEALTH ASSESSMENT ACTION TEAMS (OBESITY, SUBSTANCE ABUSE, AFFORDABLE HOUSING) AND THE BEHAVIORAL HEALTH SUMMIT. THESE ITEMS ARE AN OVERVIEW OF THE VARIOUS OUTREACH AND NON-TANGIBLE ITEMS THAT HENDERSON COUNTY UNITED WAY OFFERS TO THE COMMUNITY IN CONJUNCTION WITH, AND IN ADDITION TO, THE 1.62 MILLION IN FUNDS PROVIDED TO PROGRAMS, INITIATIVES AND AGENCIES TO IMPROVE THE LIVES OF HENDERSON COUNTY RESIDENTS. FORM 990, PAGE 6, PART VI, LINE 1A THE EXECUTIVE COMMITTEE CONSISTS OF THE ELECTED OFFICERS (CHAIR, VICE- CHAIR, SECRETARY, TREASURER, CAMPAIGN CHAIR AND FUNDS DISTRIBUTION CHAIR AND IMMEDIATE PAST CHAIR). ALL ACTIONS OF THE EXECUTIVE COMMITTEE ARE SUBJECT TO REVIEW AND APPROVAL BY THE BOARD. FORM 990, PAGE 6, PART VI, LINE 11B THE RETURN WAS PREPARED BY AN INDEPENDENT ACCOUNTANT WITH ASSISTANCE AND OVERSIGHT FROM MANAGEMENT. A COPY OF THE FORM 990 WAS PROVIDED TO THE ENTIRE BOARD PRIOR TO THE FILING DATE. THE RETURN WAS PRESENTED AT THE BOARD MEETING BY THE AUDITING FIRM AND THE INDEPENDENT ACCOUNTANT. AFTER BOARD REVIEW THE 990 WAS FILED. FORM 990, PAGE 6, PART VI, LINE 12C A NEW CONFLICT OF INTEREST DOCUMENT IS PRESENTED TO EACH BOARD MEMBER AT THE BEGINNING OF EACH BOARD YEAR. IT IS SIGNED AND SUBMITTED BY EACH MEMBER. FORM 990, PAGE 6, PART VI, LINE 15A THE ORGANIZATION FOLLOWS THE PROCESS DESCRIBED IN REGULATION SEC 53.4958 (6)(C) FOR ESTABLISING THE REBUTTABLE PRESUMPTION OF REASONABLENESS IN THE DETERMINATION OF THE EXCEUTIVE DIRECTOR'S COMPENSATION. FORM 990, PAGE 6, PART VI, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AT THE ADMINISTRATIVE OFFICE. THE FORM 990 IS POSTED ON OUR WEBSITE, GUIDESTAR AND AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9 GIFTS IN KIND 78,580 DESIGNATED DONATIONS -351,579 GIFTS IN KIND -78,580 DESIGNATED DONATIONS 351,579