2015-11-12T06:22:52-06:00 2015-06-30 560747981 DIXON HUGHES GOODMAN LLP 500 RIDGEFIELD COURT ASHEVILLE NC 28806 990 2014-07-01 560890133 HENDERSON COUNTY UNITED WAY INC HEND 8286921636 PO BOX 487 HENDERSONVILLE NC 287930487 DENISE CUMBEE LONG EXECUTIVE DIRECTOR 8286921636 2015-11-02 1 AMY BIBBY P00445891 8282542254 2014 2016-02-25 16:41:14Z DENISE CUMBEE LONG PO BOX 487 HENDERSONVILLE NC 287930487 1605884 0 X WWW.LIVEUNITEDHC.ORG X 1953 NC IMPROVE THE LIVES OF HENDERSON COUNTY RESIDENTS 20 19 7 662 0 0 1820185 1569569 12000 0 8790 9397 26267 26918 1867242 1605884 1461986 1216511 0 0 305191 312275 0 0 181731 232932 238201 2000109 1766987 -132867 -161103 2787437 2432735 1256523 1131198 1530914 1301537 X TO ORGANIZE AND MOBILIZE COMMUNITY RESOURCES TO IMPROVE LIVES OF HENDERSON COUNTY RESIDENTS. 0 0 1388926 1216511 0 UNITED WAY OF HENDERSON COUNTY IS IN THE SECOND YEAR OF HENDERSON COUNTY 2025, ALSO REFERRED TO AS HC 2025. THIS IS THE PLAN THAT UNITED WAY OF HENDERSON COUNTY, ALSO REFERRED TO AS UWHC, HAS DEVELOPED TO IMPROVE SIX KEY COMMUNITY CONDITIONS. THE GOAL IS TO MAKE STEADY ADVANCES BY CREATING SOLUTIONS THAT LEAD TO LASTING CHANGE. VOLUNTEERS ARE A TREMENDOUS NON-CASH ASSET. UWHC HAD THE HELP OF OVER 685 VOLUNTEERS DURING 14/15, IN SUCH AREAS AS ALLOCATION PANELS AND FUNDS DISTRIBUTION, CAMPAIGN, LOANED EXECUTIVES, EMPLOYEE COORDINATORS, RALLY SPEAKERS, FINANCE AND EXECUTIVE COMMITTEES, SPECIAL EVENT COMMITTEE, STRATEGIC PLANNING, RISING LEADERS, BOARD OF DIRECTORS, DAY OF CARING AND OTHERS. DURING THE DAY OF CARING ALONE 275 VOLUNTEERS JOINED IN DOING 37 PROJECTS IN ONE DAY TO ASSIST AREA NON-PROFITS AND INDIVIDUALS WITH SUCH THINGS AS DELIVERING MEALS TO AND BUILDING RAMPS AND STEPS FOR THE ELDERLY, MANNA FOODBANK BULK FOOD REPACKAGING, PAINTING, ORGANIZING, CLEANING AND LANDSCAPE PROJECTS AT SEVERAL AGENCIES INCLUDING SHELTERS, FOOD PANTRIES, SCHOOLS AND PARKS, SEWING PILLOWS AT FOUR SEASONS HOSPICE, TEACHING CHILDREN ABOUT MONEY, AND HELPING TO DECORATE OR PREPARE FOR AGENCY FUNDRAISING EVENTS.UWHC HAS RECEIVED DONATED OFFICE AND MEETING SPACE FROM KIMBERLY CLARK WHICH HAS BEEN A TREMENDOUS BENEFIT IN PROVIDING ROOM TO GROW AND HAVE MEETINGS WITH LARGE AND SMALL GROUPS WITHOUT HAVING TO RENT OR SECURE SPACE AT OTHER LOCATIONS, THUS SAVING TIME AND MONEY. WITH THE NEW SPACE BEING PROVIDED TO UWHC, WE ARE ABLE TO PROVIDE LOW COST FACILITIES TO FOUR OTHER NON-PROFIT AGENCIES AT OUR FORMER BUILDING AT 722 5TH AVENUE. DURING 14/15, BIG BROTHERS BIG SISTERS, ONTRACK, THE HEALING PLACE AND SMART START ALL RENTED SPACE AT THE 722 5TH AVE. BUILDING. UWHC ALSO PROVIDED SPACE FOR MANNA FOODBANK REGIONAL OUTREACH STAFF AT THE KIMBERLY-CLARK LOCATION DURING 2015.UWHC HAS RECEIVED SUBSTANTIAL GIFTS IN-KIND FROM VARIOUS MEDIA RESOURCES SUCH AS CABLE, NEWSPAPER AND RADIO, ALONG WITH CORPORATE SPONSORSHIPS WHICH HELP COVER THE COST OF CAMPAIGN, EVENTS AND OPERATIONAL ITEMS.2-1-1 CONTINUES TO BE A FREE SERVICE PROVIDED BY UWHC TO CONNECT HENDERSON COUNTY RESIDENTS WITH A NETWORK OF OVER 18,000 RESOURCES RIGHT HERE IN NC. OUR AGENCY PARTNERS ASSIST WITH FOOD, HOUSING, COUNSELING, HEALTH CARE, CHILD CARE, SENIOR SERVICES, AND VOLUNTEER OPPORTUNITIES. IT IS AVAILABLE 24 HOURS A DAY, 7 DAYS A WEEK IN ANY LANGUAGE. IN 14/15 OVER 4759 CALLS WERE PLACED BY HENDERSON COUNTY RESIDENTS.THE RISING LEADERS INITIATIVE IS A UWHC PROGRAM DESIGNED TO DEVELOP THE NEXT GENERATION OF COMMUNITY LEADERS AND BOARD MEMBERS FOR HENDERSON COUNTY NONPROFIT ORGANIZATIONS. PARTICIPANTS ATTEND AN INTRODUCTORY TEAMBUILDING SESSION AND 6 INFORMATIONAL SESSIONS. THEY ALSO ENJOY A "SPEED-DATING" OPPORTUNITY WITH REPRESENTATIVES FROM LOCAL NONPROFIT ORGANIZATIONS AS PART OF THEIR GRADUATION.THE BORN LEARNING TRAIL IS AN EDUCATIONAL ACTIVITY PROGRAM THAT UWHC INITIATED IN 2014. THE TRAIL WILL PROMOTE LEARNING IN A FUN AND INTERACTIVE WAY WHILE BOOSTING LANGUAGE, READING, PROBLEM SOLVING AND CRITICAL THINKING SKILLS. THE INTENT OF THE TRAIL IS TO OFFER 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. THE FIRST BORN LEARNING TRAIL WAS INSTALLED AT THE MILLS RIVER PARK IN THE FALL OF 2014. A NEW BLT IS SCHEDULED TO BE INSTALLED DURING 15/16 IN ANOTHER PARK IN HENDERSON COUNTY.FAMILYWIZE IS A PARTNER PROGRAM WITH UWHC THAT PROVIDES FREE PRESCRIPTION DISCOUNT CARDS. ANYONE CAN USE IT AT NO COST. IN 2014, OVER $141,000 IN SAVINGS ON PRESCRIPTION DRUGS WAS REALIZED BY RESIDENTS OF HENDERSON COUNTY.CHARITY TRACKER IS A COMMUNITY-WIDE, UWHC SPONSORED INITIATIVE TO ALLOW DIRECT SERVICE NONPROFITS 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 14/15 YEAR, THE 23 AGENCIES USING CHARITY TRACKER RECORDED A TOTAL ASSISTANCE VALUE OF $302,486.77 TO 3865 HENDERSON COUNTY HOUSEHOLDS.UWHC IS ALSO AT THE TABLE WITH PARTNERS AND AREA-WIDE COLLABORATIONS SUCH AS HOPE RX, JUVENILE CRIME PREVENTION COUNCIL (JCPC), HENDERSON COUNTY STUDENT HEALTH ADVISORY COUNCIL (HC HSAC), HC HEALTH DEPARTMENT OBESITY COMMITTEE, LOCAL EMERGENCY PROVIDERS COMMITTEE (LEPC) EMERGENCY FOOD AND SHELTER PROGRAM (EFSP), HC EMERGENCY COALITION, HC HOMELESS COALITION, NATIONAL LETTER CARRIERS FOOD DRIVE, AND COMMUNITY CENTERED HEALTH HOMES.THESE ITEMS ARE AN OVERVIEW OF THE VARIOUS OUTREACH AND NON-TANGIBLE ITEMS THAT UNITED WAY OF HENDERSON COUNTY OFFERS TO THE COMMUNITY IN CONJUNCTION WITH, AND IN ADDITION TO, THE $1,223,827 IN FUNDS PROVIDED TO PROGRAMS AND AGENCIES TO IMPROVE THE LIVES OF HENDERSON COUNTY RESIDENTS. 1388926 1 1 0 0 0 0 0 0 0 0 1 0 0 1 0 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 1 0 1 7 1 0 0 0 0 0 0 0 0 0 0 X 20 19 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NC X X X ROBIN MORGAN 8286921636 32 SMYTH AVENUE STE 100 HENDERSONVILLE NC 28792 TODD WEBB CHAIR (THROUGH 12/14) 3.00 X X 0 0 0 WILL HENDRICKS VICE CHAIR (CHAIR BEGINING 1/15) 3.00 X X 0 0 0 DAVID JONES SECRETARY 3.00 X X 0 0 0 TIM KRIEGEL TREASURER (THROUGH 2/15) 3.00 X X 0 0 0 BARBARA PLATZ FUNDS DISTRIBUTION (THROUGH 2/15) 3.00 X X 0 0 0 ANDREA HAINSEL TREASURER (BEGAN 1/15) 2.00 X X 0 0 0 SHARON TIRRELL STRATEGIC PLANNING 3.00 X 0 0 0 MARK MORSE BOARD MEMBER (THROUGH 2/15) 2.00 X 0 0 0 ALAN BURDETTE BOARD MEMBER 2.00 X 0 0 0 GREG BURNETTE BOARD MEMBER 2.00 X 0 0 0 GRAHAM FIELDS BOARD MEMBER 2.00 X 0 0 0 MELANIE MATTESON BOARD MEMBER (THROUGH 6/15) 2.00 X 0 0 0 DONNA HASTIE BOARD MEMBER (THROUGH 2/15) 2.00 X 0 0 0 CHRISTINA HERNANDEZ BOARD MEMBER (THROUGH 4/15) 2.00 X 0 0 0 MARCUS JONES FUNDS DISTRIBUTION CHAIR (BEGAN 2/15) 2.00 X 0 0 0 JENNIFER HENDERSON BOARD MEMBER (THROUGH 12/14) 2.00 X 0 0 0 DONNIE PARKS BOARD MEMBER 2.00 X 0 0 0 RICHARD ROBINSON BOARD MEMBER 2.00 X 0 0 0 TODD THOMAN BOARD MEMBER 2.00 X 0 0 0 MARK WARWICK BOARD MEMBER 2.00 X 0 0 0 BRENDA WILKERSON BOARD MEMBER 2.00 X 0 0 0 NICOLA BARKSDALE FUNDS DISTRIBUTION (BEGAN 2/15) 2.00 X 0 0 0 JOYCE BIDDIX BOARD MEMBER (BEGAN 2/15) 2.00 X 0 0 0 BRYCE MALSBARY BOARD MEMBER (THROUGH 12/14) 2.00 X 0 0 0 KRISTEN MARTIN BOARD MEMBER 2.00 X 0 0 0 GREG WILLIAMS BOARD MEMBER (BEGAN 2/15) 2.00 X 0 0 0 RUTH BIRGE EXECUTIVE DIRECTOR (THROUGH 3/15) 40.00 X X 77886 0 4673 DENISE CUMBEE LONG EXECUTIVE DIRECTOR (BEGINNING 4/15) 40.00 X X 0 0 0 77886 0 4673 0 0 0 0 0 1569569 1569569 329 329 28280 0 28280 28280 28280 9068 0 9068 9068 9068 MISCELLANEOUS REVENUE 900099 -1362 -1362 -1362 1605884 0 0 36315 1216511 1216511 82559 32991 40706 8862 179798 40469 56366 82963 12152 3403 4496 4253 17434 4881 6451 6102 20332 5693 7523 7116 16300 16300 3400 3400 56047 41642 8451 5954 6992 3496 3496 82942 11616 22605 48721 13715 559 12448 708 2509 628 1087 794 17219 6350 5585 5284 14775 14775 16642 4166 7207 5269 6978 1746 3023 2209 MISCELLANEOUS 682 682 1766987 1388926 196330 181731 591 40344 510610 371416 1471800 1211062 103805 140721 5389 5228 407229 241457 173941 165772 521301 498192 2787437 2432735 315587 304720 940936 826478 1256523 1131198 X 799792 640905 731122 660632 1530914 1301537 2787437 2432735 -161103 -12544 -55730 0 X X 0 1 X 1 0 X 1678650 1715439 1899337 1814242 1562065 8669733 1678650 1715439 1899337 1814242 1562065 8669733 312197 8357536 18226 17792 17129 26897 28609 108653 3053 -1362 1691 8780077 0.95190 0.90580 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 284862 168902 115960 122367 72555 49812 165772 BENEFICIAL INTEREST IN ASSETS HELD BY OTHERS 456670 LIFE INSURANCE CASH SURRENDER VALUE 41522 498192 X 1384916 -12544 181610 169066 1215850 390034 390034 1605884 1614293 237340 237340 1376953 390034 390034 1766987 PART X, LINE 2: TAX STATUS-THE UNITED WAY IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE; ACCORDINGLY, THE ACCOMPANYING FINANCIAL STATEMENTS DO NOT REFLECT A PROVISION OR LIABILITY FOR FEDERAL AND STATE INCOME TAXES. THE UNITED WAY HAS DETERMINED THAT IT DOES NOT HAVE ANY MATERIAL UNRECOGNIZED TAX BENEFITS OR OBLIGATIONS AS OF JUNE 30, 2015. FISCAL YEARS ENDING ON OR AFTER JUNE 30, 2013 REMAIN SUBJECT TO EXAMINATION BY FEDERAL AND STATE TAX AUTHORITIES. PART XI, LINE 4B - OTHER ADJUSTMENTS: DESIGNATED PLEDGES 390,034. PART XII, LINE 4B - OTHER ADJUSTMENTS: DESIGNATED PLEDGES 390,034. 1 ASPIRE YOUTH AND FAMILY PO BOX 250 BALSAM NC 28707 300466165 501(C)(3) 5000 FMV N/A GENERAL SUPPORT BIG BROTHERBIG SISTERS OF WESTERN NORTH CAROLINA 851 CASE STREET HENDERSONVILLE NC 28792 581505917 501(C)(3) 15690 FMV N/A GENERAL SUPPORT BLUE RIDGE COMMUNITY HEALTH SERVICES PO BOX 5151 HENDERSONVILLE NC 28793 560794933 501(C)(3) 37000 FMV N/A GENERAL SUPPORT BLUE RIDGE LITERACY COUNCIL PO BOX 1728 HENDERSONVILLE NC 28793 561691110 501(C)(3) 15500 FMV N/A GENERAL SUPPORT BOYS & GIRLS CLUB PO BOX 1460 HENDERSONVILLE NC 28793 561803125 501(C)(3) 86000 FMV N/A GENERAL SUPPORT CALVARY EPISCOPAL CHURCH PO BOX 187 FLETCHER NC 28732 611657546 501(C)(3) 5100 FMV N/A GENERAL SUPPORT CHILDREN AND FAMILY RESOURCE CENTER PO BOX 1105 HENDERSONVILLE NC 28793 562113878 501(C)(3) 120040 FMV N/A GENERAL SUPPORT FOUR SEASONS CFL 571 SOUTH ALLEN ROAD FLAT ROCK NC 28731 561252665 501(C)(3) 5000 FMV N/A GENERAL SUPPORT HABITAT FOR HUMANITY 1111 KEITH STREET HENDERSONVILLE NC 28792 561642263 501(C)(3) 12500 FMV N/A GENERAL SUPPORT HELPING HAND DEVELOPMENT CTR PO BOX 222 EAST FLAT ROCK NC 28726 510138781 501(C)(3) 19000 FMV N/A GENERAL SUPPORT HOMEWARD BOUND OF WNC PO BOX 1166 ASHEVILLE NC 28802 561568917 501(C)(3) 67000 FMV N/A GENERAL SUPPORT HOUSING ASSISTANCE CORPORATION 602 KANUGA ROAD HENDERSONVILLE NC 28739 561831757 501(C)(3) 42780 FMV N/A GENERAL SUPPORT MAINSTAY 133 5TH AVE WEST HENDERSONVILLE NC 28792 561469847 501(C)(3) 73000 FMV N/A GENERAL SUPPORT MANNA FOOD BANK 627 SWANNANOA RIVER ROAD ASHEVILLE NC 28805 581514800 501(C)(3) 18000 FMV N/A GENERAL SUPPORT MEDICAL LOAN CLOSET 766 NORTH MAIN STREET HENDERSONVILLE NC 28792 262933780 501(C)(3) 9322 FMV N/A GENERAL SUPPORT ONTRACK FINANCIAL EDUCATION & COUNSELING 50 SOUTH FRENCH BROAD AVE ASHEVILLE NC 28801 561056077 501(C)(3) 9900 FMV N/A GENERAL SUPPORT PARK RIDGE HEALTH FOUNDATION PO BOX 1569 FLETCHER NC 28732 560543246 501(C)(3) 19000 FMV N/A GENERAL SUPPORT PISGAH LEGAL SERVICES PO BOX 2276 ASHEVILLE NC 28802 561191115 501(C)(3) 40088 FMV N/A GENERAL SUPPORT SMART START OF HENDERSON COUNTY 722 5TH AVE WEST HENDERSONVILLE NC 28739 562092325 501(C)(3) 24150 FMV N/A GENERAL SUPPORT THE FREE CLINICS 841 COUNTY ROAD HENDERSONVILLE NC 28792 562212024 501(C)(3) 40000 FMV N/A GENERAL SUPPORT THE HEALING PLACE PO BOX 2461 HENDERSONVILLE NC 28793 561667721 501(C)(3) 30000 FMV N/A GENERAL SUPPORT THRIVE DBA SIXTH AVENUE PSYCHIATRIC REHABILITATION PARTNERS 522 KANUGA ROAD HENDERSONVILLE NC 28739 205599815 501(C)(3) 35000 FMV N/A GENERAL SUPPORT WESTERN CAROLINA COMMUNITY ACTION PO BOX 685 HENDERSONVILLE NC 28793 560846319 501(C)(3) 20000 FMV N/A GENERAL SUPPORT YMCA OF WNC HENDESON COUNTY FACILITY 816 SIXTH AVE WEST HENDERSONVILLE NC 28739 560671364 501(C)(3) 51000 FMV N/A GENERAL SUPPORT THE STOREHOUSE - CHARITY TRACKER 627 7TH AVE EAST HENDERSONVILLE NC 28793 010787966 501(C)(3) 5000 FMV N/A GENERAL SUPPORT 2-1-1 50 SOUTH FRENCH BROAD AVE ASHEVILLE NC 28801 560576157 501(C)(3) 26408 FMV N/A GENERAL SUPPORT 26 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 ALLOCATED 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, PART VI, SECTION A, LINE 1 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 EXECUTIVE COMMITTEE ARE SUBJECT TO REVIEW AND APPROVAL BY THE BOARD. FORM 990, PART VI, SECTION B, LINE 11 THE RETURN WAS PREPARED BY AN INDEPENDENT ACCOUNTANT WITH ASSISTANCE AND OVERSIGHT FROM MANAGEMENT. A COPY OF THE FORM 990 WAS PROVIDED TO THE FINANCE COMMITTEE FOR REVIEW. THE FINANCE COMMITTEE PRESENTED THE REVIEWED 990 TO THE ENTIRE BOARD PRIOR TO THE FILING DATE. AFTER A QUESTIONS AND ANSWERS PERIOD, THE BOARD VOTED TO APPROVE THE FORM 990 AS PRESENTED. FORM 990, PART VI, SECTION B, 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, PART VI, SECTION B, LINE 15 THE ORGANIZATION FOLLOWS THE PROCESS DESCRIBED IN CODE SECTION 4958(6)(C) FOR ESTABLISHING THE REBUTTABLE PRESUMPTION OF REASONABLENESS IN THE DETERMINATION OF THE EXECUTIVE DIRECTOR'S COMPENSATION. FORM 990, PART VI, SECTION C, 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 XII, LINE 2C: THE PROCESS HAS NOT CHANGE FROM THE PRIOR YEAR.