UNITED WAY OF ALAMANCE COUNTY INC: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- UNITED WAY OF ALAMANCE COUNTY INC (EIN 56-0599239)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-01-23
- IRS object ID
- 201530239349300403
- Schema version
- 2013v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-01-23T07:28:20-06:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 561234305 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | APPLE BELL JOHNSON & CO PA | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O DRAWER 2858 | AddressLine1 |
| City | BURLINGTON | City |
| State | NC | State |
| ZIP Code | 272162858 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 560599239 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED WAY OF ALAMANCE COUNTY INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIT | BusinessNameControlTxt |
| Phone | 3364382000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 803 HERMITAGE ROAD | AddressLine1 |
| City | BURLINGTON | City |
| State | NC | State |
| ZIP Code | 27216 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HEIDI NORWICK | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3364382000 | PhoneNum |
| Signature | 2015-01-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID W JOHNSON CPA | PreparerPersonNm |
| PTIN | P01227537 | PTIN |
| Phone | 3362272022 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | HEIDI NORWICK | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 803 HERMITAGE ROAD | AddressLine1 |
| City | BURLINGTON | City |
| State | NC | State |
| ZIP Code | 27216 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,747,817 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | UWALAMANCE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1953 | FormationYr |
| Legal Domicile State | NC | LegalDomicileStateCd |
| Activity Or Mission | SEE SCHEDULE O FOR ORGANIZATION MISSION STATEMENT. | ActivityOrMissionDesc |
| Voting Members Governing Body | 42 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 42 | VotingMembersIndependentCnt |
| Total Employee | 7 | TotalEmployeeCnt |
| Total Volunteers | 1141 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,423,824 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,478,637 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $22,127 | PYInvestmentIncomeAmt |
| CY Investment Income | $18,671 | CYInvestmentIncomeAmt |
| PY Other Revenue | $90,048 | PYOtherRevenueAmt |
| CY Other Revenue | $80,021 | CYOtherRevenueAmt |
| PY Total Revenue | $1,535,999 | PYTotalRevenueAmt |
| CY Total Revenue | $1,577,329 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $922,854 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $961,256 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $319,247 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $302,867 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $159,366 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $164,587 | PYOtherExpensesAmt |
| CY Other Expenses | $189,648 | CYOtherExpensesAmt |
| PY Total Expenses | $1,406,688 | PYTotalExpensesAmt |
| CY Total Expenses | $1,453,771 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $129,311 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $123,558 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,059,011 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,238,826 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $843,173 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $707,760 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,215,838 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,531,066 | NetAssetsOrFundBalancesEOYAmt |
| Mission | SEE SCHEDULE O. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $953,748 | ExpenseAmt |
| Grant | $953,748 | GrantAmt |
| Desc | UNITED WAY PROVIDED GRANT FUNDS FOR SERVICES TO ALAMANCE COUNTY RESIDENTS. ACHIEVEMENTS INCLUDE BUT ARE NOT LIMITED TO:-456 ELDERLY PERSONS KEPT LIVING INDEPENDENTLY THANKS TO DELIVERED MEALS-$300,000+ IN TAX RETURN REFUNDS BACK TO ALAMANCE COUNTY VIA OUR VITA PROGRAM-576 CHILDREN SERVED AT CROSSROADS SEXUAL ASSAULT RESPONSE AND RESOURCE CENTER-540 PERSONS SERVED AT THE OPEN DOOR CLINIC OF ALAMANCE COUNTY-SHIIP COUNSELORS SERVED 500 CLIENTS IN HELPING OBTAIN A PLAN THAT REDUCED PRESCRIPTION DRUG COSTS-3328 PATIENTS SERVED AT THE MEDICATION MANAGEMENT CLINIC | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $161,686 | ExpenseAmt |
| Desc | COMMUNITY SERVICES UNITED WAY LEADS THE PROCESS FOR IDENTIFYING HUMAN SERVICE NEEDS IN ALAMANCE COUNTY AND DEPLOYS FINANCIAL SUPPORT TO ADDRESS THOSE NEEDS THROUGH A COMMUNITY NEEDS ASSESSMENT AND COMMUNITY IMPACT COMMITTEE. FUNDS ARE ALLOCATED BY COMMUNITY VOLUNTEERS THROUGH A RIGOROUS GRANT MANAGEMENT SYSTEM. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $7,508 | ExpenseAmt |
| Grant | $7,508 | GrantAmt |
| Desc | UNITED WAY COORDINATES: 2-1-1 CALL/WEB BASED DATABASE SYSTEM TO PROVIDE INFORMATION AND REFERRAL TO COMMUNITY RESIDENTS; MAKE A DIFFERENCE DAY TO PROVIDE VOLUNTEER OPPORTUNITIES TO RESIDENTS THAT ASSIST LOCAL NONPROFITS; PROJECT HOMELESS CONNECT WORKS WITH CORPORATE SPONSORS, GOVERNMENT AGENCIES, NONPROFIT ORGANIZATIONS AND VOLUNTEERS TO CONNECT THE HOMELESS WITH SERVICES TWICE PER YEAR ; MONITORS AND DISTRIBUTES EMERGENCY FOOD AND SHELTER FUNDS AND DUKE ENERGY FUNDS TO LOCAL AGENCIES; PROVIDES EDUCATIONAL OPPORTUNITIES AND NETWORKING AND CAPACITY TO NONPROFITS THROUGH COMMUNITY COUNCIL. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $1,122,942 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | Yes (1) | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 4 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 7 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 42 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 42 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEIDI NORWICK PRESIDENT | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3364382000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 803 HERMITAGE ROAD | AddressLine1 |
| City | BURLINGTON | City |
| State | NC | State |
| ZIP Code | 27216 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (45 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|
| MARTI ASHER | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JERRY BAILEY | ||||||||
| PAST CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| LUMMY BARNES | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ESTHER BENNETT | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN BESHEL | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| EDDIE BOSWELL | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KIM BUTLER | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| TERRY CALDWELL | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ELIZABETH COBLE | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JASON COPLAND | ||||||||
| FUND DEVELOPMENT CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| PAM DUFFY | ||||||||
| CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| LINDA ELLINGTON | ||||||||
| COMMUNITY IMPACT CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| CHRIS FAIRCLOTH | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RON FARRIS | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CELO FAUCETTE | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JENNY FAULKNER | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PETER FELTEN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BILL GOMORY | ||||||||
| CAMPAIGN CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| MARCY GREEN | ||||||||
| COMMUNITY IMPACT VICE-CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| PRESTON HAMMOCK | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MATT HUNEYCUTT | ||||||||
| TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| SAM HUNT IV | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID JOHNSON | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PAM JORDAN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PAUL KOONTS | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BRENDLE LEGGETT | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JACK LINDLEY | ||||||||
| DIRECTOR EMERITUS | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BECKY LOY | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PAUL MAUNEY | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| GRIFFIN MCCLURE | ||||||||
| CAMPAIGN CHAIR ELECT | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| JOHN MCDONALD | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| TOM MCGOWEN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| REBECCA PARKS | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ED PARRISH | ||||||||
| TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| NIKKI RATLIFF | ||||||||
| COMMMUNITY COUNCIL PRESIDE | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| ANN RAYCROFT | ||||||||
| SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| NOAH SANDERS | ||||||||
| ASST TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| MEREDITH SELF | ||||||||
| ASST SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| KELLY SHIRLEY | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ANTONIO TIMMONS | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RENEE WARD | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CYNTHIA WINTERS | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RONNIE WALL | ||||||||
| PRESIDENT | 40.00 | $72,168 | $0 | $0 | Yes (X) | |||
| JULIE MCATEER | ||||||||
| DIRECTOR OF FINANCE BEGINNING 5/1/14 | 40.00 | $6,625 | $0 | $0 | Yes (X) | |||
| SUSAN MEISENBACH | ||||||||
| DIRECTOR OF FINANCE THROUGH 2/28/14 | 40.00 | $26,152 | $0 | $0 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $104,945 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $1,478,637 | AllOtherContributionsAmt |
| Noncash Contributions | $145,116 | NoncashContributionsAmt |
| Total Contributions | $1,478,637 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $19,442 | TotalRevenueColumnAmt |
| Exclusion | $19,442 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $122,007 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $122,778 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$771 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$771 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$771 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $101,411 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $47,710 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $53,701 | TotalRevenueColumnAmt |
| Exclusion | $53,701 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|
| MANAGEMENT REVENUE | $11,150 | $11,150 |
| OTHER RECEIPTS | $8,404 | $8,404 |
| MEETINGS & LUNCHEONS I | $6,766 | $6,766 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $26,320 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,577,329 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $25,549 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $73,143 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $961,256 | TotalAmt |
| Program Services | $961,256 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,168 | TotalAmt |
| Program Services | $22,372 | ProgramServicesAmt |
| Management And General | $26,702 | ManagementAndGeneralAmt |
| Fundraising | $23,094 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $161,313 | TotalAmt |
| Program Services | $51,109 | ProgramServicesAmt |
| Management And General | $59,762 | ManagementAndGeneralAmt |
| Fundraising | $50,442 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,776 | TotalAmt |
| Program Services | $4,385 | ProgramServicesAmt |
| Management And General | $5,149 | ManagementAndGeneralAmt |
| Fundraising | $5,242 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,283 | TotalAmt |
| Program Services | $22,375 | ProgramServicesAmt |
| Management And General | $9,363 | ManagementAndGeneralAmt |
| Fundraising | $5,545 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,327 | TotalAmt |
| Program Services | $5,464 | ProgramServicesAmt |
| Management And General | $6,411 | ManagementAndGeneralAmt |
| Fundraising | $5,452 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,500 | TotalAmt |
| Program Services | $6,750 | ProgramServicesAmt |
| Management And General | $8,325 | ManagementAndGeneralAmt |
| Fundraising | $7,425 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,878 | TotalAmt |
| Program Services | $3,406 | ProgramServicesAmt |
| Management And General | $4,676 | ManagementAndGeneralAmt |
| Fundraising | $4,796 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $824 | TotalAmt |
| Program Services | $247 | ProgramServicesAmt |
| Management And General | $305 | ManagementAndGeneralAmt |
| Fundraising | $272 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,199 | TotalAmt |
| Program Services | $1,292 | ProgramServicesAmt |
| Management And General | $1,474 | ManagementAndGeneralAmt |
| Fundraising | $1,433 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,858 | TotalAmt |
| Program Services | $2,580 | ProgramServicesAmt |
| Management And General | $2,790 | ManagementAndGeneralAmt |
| Fundraising | $2,488 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,609 | TotalAmt |
| Program Services | $1,983 | ProgramServicesAmt |
| Management And General | $2,445 | ManagementAndGeneralAmt |
| Fundraising | $2,181 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,733 | TotalAmt |
| Program Services | $817 | ProgramServicesAmt |
| Management And General | $1,020 | ManagementAndGeneralAmt |
| Fundraising | $896 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,907 | TotalAmt |
| Program Services | $6,002 | ProgramServicesAmt |
| Management And General | $4,354 | ManagementAndGeneralAmt |
| Fundraising | $3,551 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,368 | TotalAmt |
| Program Services | $6,336 | ProgramServicesAmt |
| Management And General | $6,360 | ManagementAndGeneralAmt |
| Fundraising | $5,672 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,315 | TotalAmt |
| Program Services | $4,294 | ProgramServicesAmt |
| Management And General | $5,297 | ManagementAndGeneralAmt |
| Fundraising | $4,724 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,044 | TotalAmt |
| Program Services | $2,720 | ProgramServicesAmt |
| Management And General | $1,739 | ManagementAndGeneralAmt |
| Fundraising | $1,585 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | FundraisingFundraisingAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| MARKETING SERVICES | $19,901 | $19,901 | ||
| MARKETING CONSULTANT | $10,319 | $10,319 | ||
| INVESTMENT FEES | $10,216 | $10,216 | ||
| CAMPAIGN SUPPLIES | $5,837 | $5,837 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,140 | TotalAmt |
| Program Services | $9,235 | ProgramServicesAmt |
| Management And General | $15,075 | ManagementAndGeneralAmt |
| Fundraising | $8,830 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,453,771 | TotalAmt |
| Program Services | $1,122,942 | ProgramServicesAmt |
| Management And General | $171,463 | ManagementAndGeneralAmt |
| Fundraising | $159,366 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part X | Yes (X) | InfoInScheduleOPartXInd |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,571,468 | BOYAmt |
| EOY | $1,596,415 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $506,098 | BOYAmt |
| EOY | $467,954 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,599 | BOYAmt |
| EOY | $9,624 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $3,850 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $316,203 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $175,848 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $133,400 | BOYAmt |
| EOY | $140,355 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $654,079 | BOYAmt |
| EOY | $801,427 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $192,367 | BOYAmt |
| EOY | $219,201 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,059,011 | BOYAmt |
| EOY | $3,238,826 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $239,498 | BOYAmt |
| EOY | $109,390 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $603,675 | BOYAmt |
| EOY | $598,370 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $843,173 | BOYAmt |
| EOY | $707,760 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,566,260 | BOYAmt |
| EOY | $1,733,702 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $457,211 | BOYAmt |
| EOY | $578,163 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $192,367 | BOYAmt |
| EOY | $219,201 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,215,838 | BOYAmt |
| EOY | $2,531,066 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,059,011 | BOYAmt |
| EOY | $3,238,826 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $123,558 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $140,772 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $50,898 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,714,201 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,108,713 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,449,898 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,136,730 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,455,528 | CurrentTaxYearAmt |
| Total | $7,865,070 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,714,201 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,108,713 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,449,898 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,136,730 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,455,528 | CurrentTaxYearAmt |
| Total | $7,865,070 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $7,865,070 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $18,666 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $23,059 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $18,737 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $22,127 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $18,671 | CurrentTaxYearAmt |
| Total | $101,260 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $41,919 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $25,113 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $37,068 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $34,125 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $26,320 | CurrentTaxYearAmt |
| Total | $164,545 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $8,130,875 | TotalSupportAmt |
| Public Support CY170 | 0.96730 | PublicSupportCY170Pct |
| Public Support PY170 | 0.96230 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $654,079 | BeginningYearBalanceAmt |
| Contributions | $50,000 | ContributionsAmt |
| Investment Earnings Or Losses | $132,012 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $24,447 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $10,217 | AdministrativeExpensesAmt |
| End Year Balance | $801,427 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $594,940 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $92,194 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $24,035 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $9,020 | AdministrativeExpensesAmt |
| End Year Balance | $654,079 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $640,266 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$14,634 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $22,197 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $8,495 | AdministrativeExpensesAmt |
| End Year Balance | $594,940 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $491,612 | BeginningYearBalanceAmt |
| Contributions | $50,000 | ContributionsAmt |
| Investment Earnings Or Losses | $126,007 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $19,850 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $7,503 | AdministrativeExpensesAmt |
| End Year Balance | $640,266 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $426,866 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $70,901 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $6,155 | AdministrativeExpensesAmt |
| End Year Balance | $491,612 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $35,000 | InvestmentCostOrOtherBasisAmt |
| Book Value | $35,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $146,606 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $65,357 | DepreciationAmt |
| Book Value | $81,249 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $134,597 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $110,491 | DepreciationAmt |
| Book Value | $24,106 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $140,355 | TotalBookValueLandBuildingsAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| ENDOWMENT-FACILITIES | $529,710 | F |
| ENDOWMENT-GENERAL | $271,717 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $801,427 | TotalBookValueProgramRltdAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BENEFICIAL INTERETS IN PERPETUAL TR | Desc |
| Book Value | $219,201 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $219,201 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| MAKE A DIFFERENCE DAY | $3,677 |
| DISASTER FUNDS | $244,103 |
| HEATING FUNDS | $350,590 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $598,370 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $1,384,641 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $140,772 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $140,772 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,243,869 | RevenueSubtotalAmt |
| Other Revenues Not Included | $333,460 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $333,460 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,577,329 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,069,412 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,069,412 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $384,359 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $384,359 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,453,771 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 UW TO PRESERVE AS MUCH OF THE PRINCIPAL OF THE FUND AS POSSIBLE WHILE MAINTAINING THE FLEXIBILITY OF THE UW TO UTILIZE THE PRINCIPAL IN EXTRAORDINARY SITUATIONS IN ORDER TO FULFILL ITS MISSION. |
| 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. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | DESIGNATED CONTRIBUTIONS 333461. ROUNDING -1. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | DESIGNATIONS PAID 384359. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | COMMUNITY EVENT | NameOfEvent1Amt |
| Gross Receipts Event1 | $38,781 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $38,781 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $5,642 | OtherDirectExpensesEvent1Amt |
| Name Of Event2 | GOLF TOURNAMENT | NameOfEvent2Amt |
| Gross Receipts Event2 | $17,143 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $17,143 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $2,968 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 4 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $45,487 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $45,487 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $39,100 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $101,411 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $101,411 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $47,710 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $47,710 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $53,701 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (39 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| ABSS RAMP IT UP | |||||||
| 1712 VAUGHN ROAD | BURLINGTON | NC | 27215 | 561957903 | 501(C)(3) | $20,000 | COMMUNITY SUPPORT |
| ALAMANCE COUNTY COMMUNITY YMCA | |||||||
| 1346 S MAIN STREET | BURLINGTON | NC | 27215 | 560611575 | 501(C)(3) | $26,500 | COMMUNITY SUPPORT |
| ALAMANCE COUNTY DISPUTE SETTLEMENT CENTER | |||||||
| PO BOX 524 | GRAHAM | NC | 27253 | 581550938 | 501(C)(3) | $15,000 | COMMUNITY SUPPORT |
| ALAMANCE COUNTY MEALS ON WHEELS | |||||||
| 508 W DAVIS STREET | BURLINGTON | NC | 27215 | 561061980 | 501(C)(3) | $37,907 | COMMUNITY SUPPORT |
| ALAMANCE ELDERCARE | |||||||
| PO BOX 202 | BURLINGTON | NC | 27216 | 561836540 | 501(C)(3) | $19,000 | COMMUNITY SUPPORT |
| ALAMANCE PARTNERSHIP FOR CHILDREN | |||||||
| 2322 RIVER RD | BURLINGTON | NC | 27217 | 561884459 | 501(C)(3) | $7,000 | COMMUNITY SUPPORT |
| ALAMAP OF ARMC | |||||||
| PO BOX 202 | BURLINGTON | NC | 27216 | 560529994 | 501(C)(3) | $15,000 | COMMUNITY SUPPORT |
| ALLIED CHURCHES | |||||||
| 3057 S CHURCH STREET | BURLINGTON | NC | 27215 | 561553388 | 501(C)(3) | $79,750 | COMMUNITY SUPPORT |
| AMERICAN RED CROSS | |||||||
| PO BOX 875 | BURLINGTON | NC | 27216 | 566000021 | 501(C)(3) | $14,500 | COMMUNITY SUPPORT |
| BURLINGTON DEVELOPMENT CORPORATION | |||||||
| PO BOX 2380 | BURLINGTON | NC | 27216 | 561878125 | 501(C)(3) | $10,000 | COMMUNITY SUPPORT |
| BURLINGTON SENIOR ADULT LEISURE SERVICES | |||||||
| PO BOX 1358 | BURLINGTON | NC | 27216 | 566001189 | 501(C)(3) | $6,000 | COMMUNITY SUPPORT |
| CENTRO LA COMUNIDAD | |||||||
| PO BOX 2061 | BURLINGTON | NC | 27216 | 560529943 | 501(C)(3) | $12,166 | COMMUNITY SUPPORT |
| CHRISTIAN COUNSELING CENTER | |||||||
| 142 S LEXINGTON AVENUE | BURLINGTON | NC | 27215 | 581339729 | 501(C)(3) | $7,500 | COMMUNITY SUPPORT |
| CONSUMER CREDIT COUNSELING SERVICE | |||||||
| 236 N MEBANE ST SUITE 130 | BURLINGTON | NC | 27217 | 562061741 | 501(C)(3) | $12,500 | COMMUNITY SUPPORT |
| CROSSROADS SEXUAL ASSAULT RESPONSE & RESOURCE CENTER | |||||||
| PO BOX 673 | BURLINGTON | NC | 27216 | 561550998 | 501(C)(3) | $25,000 | COMMUNITY SUPPORT |
| FAMILY ABUSE SERVICES OF ALAMANCE COUNTY | |||||||
| PO BOX 2192 | BURLINGTON | NC | 27216 | 561198802 | 501(C)(3) | $44,500 | COMMUNITY SUPPORT |
| FRIENDSHIP ADULT DAY SERVICES | |||||||
| PO BOX 3303 | BURLINGTON | NC | 27216 | 561362204 | 501(C)(3) | $23,000 | COMMUNITY SUPPORT |
| HOSPICE & HOSPICE PEDIATRICS | |||||||
| 914 CHAPEL HILL ROAD | BURLINGTON | NC | 27215 | 561344754 | 501(C)(3) | $29,196 | COMMUNITY SUPPORT |
| LIFESPAN | |||||||
| 919 STOKES STREET | BURLINGTON | NC | 27215 | 561142969 | 501(C)(3) | $10,000 | COMMUNITY SUPPORT |
| OE ENTERPRISES INC - ALAMANCE OFFICE | |||||||
| 717 N PARK AVENUE | BURLINGTON | NC | 27217 | 570740781 | 501(C)(3) | $14,500 | COMMUNITY SUPPORT |
| OLD NORTH STATE COUNCILBOY SCOUTS OF ALAMANCE COUNTY | |||||||
| PO BOX 29046 | GREENSBORO | NC | 27429 | 561762001 | 501(C)(3) | $10,491 | COMMUNITY SUPPORT |
| OPEN DOOR CLINIC OF ALAMANCE COUNTY | |||||||
| 221A N GRAHAM-HOPEDALE RD | BURLINGTON | NC | 27217 | 561794210 | 501(C)(3) | $15,989 | COMMUNITY SUPPORT |
| POSITIVE ATTITUDE YOUTH CENTER | |||||||
| 229 N GRAHAM-HOPEDALE RD | BURLINGTON | NC | 27217 | 561913994 | 501(C)(3) | $11,500 | COMMUNITY SUPPORT |
| RESIDENTIAL TREATMENT SERVICES OF ALAMANCE COUNTY | |||||||
| PO BOX 427 | BURLINGTON | NC | 27216 | 560988222 | 501(C)(3) | $51,146 | COMMUNITY SUPPORT |
| SALVATION ARMY | |||||||
| PO BOX 1238 | BURLINGTON | NC | 27216 | 560543227 | 501(C)(3) | $46,000 | COMMUNITY SUPPORT |
| SALVATION ARMY BOYS AND GIRLS CLUB | |||||||
| PO BOX 1238 | BURLINGTON | NC | 27216 | 580660607 | 501(C)(3) | $60,499 | COMMUNITY SUPPORT |
| SUSTAINABLE ALAMANCE | |||||||
| PO BOX 298 | ALAMANCE | NC | 27201 | 263294877 | 501(C)(3) | $20,676 | COMMUNITY SUPPORT |
| THE ELON ACADEMY | |||||||
| CAMPUS BOX 2108 405 E COLLEGE AVE | ELON | NC | 27244 | 560532303 | 501(C)(3) | $37,000 | COMMUNITY SUPPORT |
| THE EXCHANGE CLUB FAMILY CENTER | |||||||
| 200 NORTH MAIN STREET | GRAHAM | NC | 27253 | 581443692 | 501(C)(3) | $25,135 | COMMUNITY SUPPORT |
| WOMEN'S RESOURCE CENTER IN ALAMANCE COUNTY | |||||||
| 411-B FIFTH STREET | BURLINGTON | NC | 27215 | 581917630 | 501(C)(3) | $31,100 | COMMUNITY SUPPORT |
| FIRST PRESBYTERIAN CHURCH | |||||||
| 508 W DAVIS STREET | BURLINGTON | NC | 27215 | 560529969 | 501(C)(3) | $66,262 | COMMUNITY SUPPORT |
| FRONT STREET UNITED METHODIST CHURCH | |||||||
| PO BOX 2597 | BURLINGTON | NC | 27216 | 560615203 | 501(C)(3) | $25,500 | COMMUNITY SUPPORT |
| YOUNG LIFE OF ALAMANCE COUNTY | |||||||
| PO BOX 2612 | BURLINGTON | NC | 27216 | 840385934 | 501(C)(3) | $10,410 | COMMUNITY SUPPORT |
| LOW'S LUTHERAN CHURCH | |||||||
| PO BOX 833 | GRAHAM | NC | 27253 | 566531610 | 501(C)(3) | $6,000 | COMMUNITY SUPPORT |
| WESTSIDE FELLOWSHIP | |||||||
| PO BOX 455 | ELON | NC | 27244 | 562218678 | 501(C)(3) | $7,500 | COMMUNITY SUPPORT |
| EDUCATION FOUNDATION - UNC | |||||||
| PO BOX 2446 | CHAPEL HILL | NC | 27515 | 566058412 | 501(C)(3) | $5,000 | COMMUNITY SUPPORT |
| COMMUNITY FOUNDATION OF GREATE GREENSBORO | |||||||
| 330 S GREENE STREET SUITE 100 | GREENSBORO | NC | 27401 | 561380249 | 501(C)(3) | $14,500 | COMMUNITY SUPPORT |
| WNHP CHARITABLE FOUNDATION | |||||||
| PO BOX 1998 | BURLINGTON | NC | 27215 | 562243215 | 501(C)(3) | $7,000 | COMMUNITY SUPPORT |
| NEW LEAF SOCIETY | |||||||
| PO BOX 4083 | BURLINGTON | NC | 27216 | 261560297 | 501(C)(3) | $5,500 | COMMUNITY SUPPORT |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 12 | ContributionCnt |
| Noncash Contributions Rpt F990 | $122,007 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 32B: | FormAndLineReferenceDesc |
| Explanation | UNITED WAY OF ALAMANCE COUNTY 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. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | THE FOLLOWING FAMILY AND/OR BUSINESS RELATIONSHIPS EXIST FOR OFFICERS OR DIRECTORS: MARTI ASHER SERVES ON THE BOARD OF FUNDED AGENCIES AND HAS A BUSINESS RELATIONSHIP WITH NOAH SANDERS. JERRY BAILEY HAS A BUSINESS RELATIONSHIP WITH UNITED WAY OF ALAMANCE COUNTY. LUMMY BARNES IS ON THE BOARD OF THE AGENCY WHICH ADMINISTERS THE ENDOWMENT FUNDS OF UNITED WAY OF ALAMANCE COUNTY. EDDIE BOSWELL IS ON THE BOARD OF A FUNDED AGENCY. KIM BUTLER HAS A BUSINESS RELATIONSHIP WITH UNITED WAY OF ALAMANCE COUNTY. TERRY CALDWELL IS ON THE BOARD OF A FUNDED AGENCY. PAM DUFFY PROVIDES PRO BONO LEGAL SERVICES TO UNITED WAY OF ALAMANCE COUNTY. JENNY FAULKNER IS ON THE BOARD OF FUNDED AGENCIES. BILL GOMORY HAS A BANKING RELATIONSHIP WITH UNITED WAY OF ALAMANCE COUNTY AND MAY HAVE BANKING RELATIONSHIPS WITH OTHER BOARD MEMBERS. MARCY GREEN IS EMPLOYED BY A FUNDED AGENCY. JACK LINDLEY IS ON THE BOARD OF A FUNDED AGENCY. BECKY LOY IS ON THE BOARD OF FUNDED AGENCIES. PAUL MAUNEY IS ON THE BOARD OF FUNDED AGENCIES AND DOES BUSINESS WITH UNITED WAY AND MEMBERS. TOM MCGOWEN IS ON THE BOARD OF A FUNDED AGENCY. ED PARRISH IS ON THE BOARD OF FUNDED AGENCIES. 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 AND HAS A BUSINESS RELATIONSHIP WITH MARTI ASHER. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE ORGANIZATION HAS MEMBERS. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE MEMBERS OF THE ORGANIZATION CAN APPOINT DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE AUDIT COMMITTEE REVIEWS THE 990 WITH THE TAX PREPARER BEFORE IT WAS FILED. THE AUDIT COMMITTEE ALSO REVIEWS THE FORM 990 WITH THE BOARD OF DIRECTORS PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | BOARD MEMBERS ARE ASKED TO COMPLETE A CONFLICT OF INTEREST POLICY AND LIST AFFILIATIONS AND ASSOCIATIONS ANNUALLY. |
| FORM 990, PART VI, SECTION B, LINE 15A | A PRESIDENT'S REVIEW WAS PERFORMED IN MAY 2014. |
| FORM 990, PART VI, SECTION C, LINE 19 | FINANCIAL INFORMATION IS AVAILABLE FOR PUBLIC INSPECTION BOTH ON THE INTERNET AND UPON REQUEST. |
| FORM 990, PART X, LINE 27 | UNRESTRICTED NET ASSETS: UNDESIGNATED $ 932,275 BOARD DESIGNATED 801,427 TOTAL $1,733,702 |
| FORM 990, PART XI, LINE 9: | DONOR DESIGNATED PORTION OF INCOME -333461. DONOR DESIGNATED PORTION OF EXPENDITURES 384359. |
| FORM 990, PART XI, 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. |
| FORM 990, PART IV, LINE 28 A 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. |
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