2015-01-23T07:28:20-06:00 2014-06-30 561234305 APPLE BELL JOHNSON & CO PA P O DRAWER 2858 BURLINGTON NC 272162858 990 2013-07-01 560599239 UNITED WAY OF ALAMANCE COUNTY INC UNIT 3364382000 803 HERMITAGE ROAD BURLINGTON NC 27216 HEIDI NORWICK PRESIDENT 3364382000 2015-01-17 1 DAVID W JOHNSON CPA P01227537 3362272022 2013 2016-02-25 16:41:14Z HEIDI NORWICK 803 HERMITAGE ROAD BURLINGTON NC 27216 1747817 0 X UWALAMANCE.ORG X 1953 NC SEE SCHEDULE O FOR ORGANIZATION MISSION STATEMENT. 42 42 7 1141 0 0 1423824 1478637 0 0 22127 18671 90048 80021 1535999 1577329 922854 961256 0 0 319247 302867 0 0 159366 164587 189648 1406688 1453771 129311 123558 3059011 3238826 843173 707760 2215838 2531066 SEE SCHEDULE O. 0 0 953748 953748 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 161686 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. 7508 7508 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. 1122942 1 1 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 4 0 7 1 0 0 0 0 0 0 0 0 0 0 X 42 42 1 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NC X X X HEIDI NORWICK PRESIDENT 3364382000 803 HERMITAGE ROAD BURLINGTON NC 27216 MARTI ASHER DIRECTOR 1.00 X 0 0 0 JERRY BAILEY PAST CHAIR 1.00 X X 0 0 0 LUMMY BARNES DIRECTOR 1.00 X 0 0 0 ESTHER BENNETT DIRECTOR 1.00 X 0 0 0 JOHN BESHEL DIRECTOR 1.00 X 0 0 0 EDDIE BOSWELL DIRECTOR 1.00 X 0 0 0 KIM BUTLER DIRECTOR 1.00 X 0 0 0 TERRY CALDWELL DIRECTOR 1.00 X 0 0 0 ELIZABETH COBLE DIRECTOR 1.00 X 0 0 0 JASON COPLAND FUND DEVELOPMENT CHAIR 1.00 X X 0 0 0 PAM DUFFY CHAIR 1.00 X X 0 0 0 LINDA ELLINGTON COMMUNITY IMPACT CHAIR 1.00 X X 0 0 0 CHRIS FAIRCLOTH DIRECTOR 1.00 X 0 0 0 RON FARRIS DIRECTOR 1.00 X 0 0 0 CELO FAUCETTE DIRECTOR 1.00 X 0 0 0 JENNY FAULKNER DIRECTOR 1.00 X 0 0 0 PETER FELTEN DIRECTOR 1.00 X 0 0 0 BILL GOMORY CAMPAIGN CHAIR 1.00 X X 0 0 0 MARCY GREEN COMMUNITY IMPACT VICE-CHAIR 1.00 X X 0 0 0 PRESTON HAMMOCK DIRECTOR 1.00 X 0 0 0 MATT HUNEYCUTT TREASURER 1.00 X X 0 0 0 SAM HUNT IV DIRECTOR 1.00 X 0 0 0 DAVID JOHNSON DIRECTOR 1.00 X 0 0 0 PAM JORDAN DIRECTOR 1.00 X 0 0 0 PAUL KOONTS DIRECTOR 1.00 X 0 0 0 BRENDLE LEGGETT DIRECTOR 1.00 X 0 0 0 JACK LINDLEY DIRECTOR EMERITUS 1.00 X 0 0 0 BECKY LOY DIRECTOR 1.00 X 0 0 0 PAUL MAUNEY DIRECTOR 1.00 X 0 0 0 GRIFFIN MCCLURE CAMPAIGN CHAIR ELECT 1.00 X X 0 0 0 JOHN MCDONALD DIRECTOR 1.00 X 0 0 0 TOM MCGOWEN DIRECTOR 1.00 X 0 0 0 REBECCA PARKS DIRECTOR 1.00 X 0 0 0 ED PARRISH TREASURER 1.00 X X 0 0 0 NIKKI RATLIFF COMMMUNITY COUNCIL PRESIDE 1.00 X X 0 0 0 ANN RAYCROFT SECRETARY 1.00 X 0 0 0 NOAH SANDERS ASST TREASURER 1.00 X X 0 0 0 MEREDITH SELF ASST SECRETARY 1.00 X X 0 0 0 KELLY SHIRLEY DIRECTOR 1.00 X 0 0 0 ANTONIO TIMMONS DIRECTOR 1.00 X 0 0 0 RENEE WARD DIRECTOR 1.00 X 0 0 0 CYNTHIA WINTERS DIRECTOR 1.00 X 0 0 0 RONNIE WALL PRESIDENT 40.00 X 72168 0 0 JULIE MCATEER DIRECTOR OF FINANCE BEGINNING 5/1/14 40.00 X 6625 0 0 SUSAN MEISENBACH DIRECTOR OF FINANCE THROUGH 2/28/14 40.00 X 26152 0 0 104945 0 0 0 0 0 0 0 1478637 145116 1478637 19442 19442 122007 122778 -771 -771 -771 101411 47710 53701 53701 MANAGEMENT REVENUE 11150 11150 OTHER RECEIPTS 8404 8404 MEETINGS & LUNCHEONS I 6766 6766 26320 1577329 25549 0 73143 961256 961256 72168 22372 26702 23094 161313 51109 59762 50442 14776 4385 5149 5242 37283 22375 9363 5545 17327 5464 6411 5452 22500 6750 8325 7425 12878 3406 4676 4796 824 247 305 272 4199 1292 1474 1433 7858 2580 2790 2488 6609 1983 2445 2181 2733 817 1020 896 13907 6002 4354 3551 18368 6336 6360 5672 14315 4294 5297 4724 6044 2720 1739 1585 MARKETING SERVICES 19901 19901 MARKETING CONSULTANT 10319 10319 INVESTMENT FEES 10216 10216 CAMPAIGN SUPPLIES 5837 5837 33140 9235 15075 8830 1453771 1122942 171463 159366 X 1571468 1596415 506098 467954 1599 9624 3850 316203 175848 133400 140355 654079 801427 192367 219201 3059011 3238826 239498 109390 603675 598370 843173 707760 X 1566260 1733702 457211 578163 192367 219201 2215838 2531066 3059011 3238826 X 123558 140772 50898 X X 0 1 X 1 0 X 1714201 2108713 1449898 1136730 1455528 7865070 1714201 2108713 1449898 1136730 1455528 7865070 7865070 18666 23059 18737 22127 18671 101260 41919 25113 37068 34125 26320 164545 8130875 0.96730 0.96230 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 654079 50000 132012 24447 10217 801427 594940 92194 24035 9020 654079 640266 -14634 22197 8495 594940 491612 50000 126007 19850 7503 640266 426866 70901 6155 491612 1.00000 1 0 35000 35000 146606 65357 81249 134597 110491 24106 0 140355 ENDOWMENT-FACILITIES 529710 F ENDOWMENT-GENERAL 271717 F 801427 BENEFICIAL INTERETS IN PERPETUAL TR 219201 219201 MAKE A DIFFERENCE DAY 3677 DISASTER FUNDS 244103 HEATING FUNDS 350590 598370 X 1384641 140772 140772 1243869 333460 333460 1577329 1069412 0 1069412 384359 384359 1453771 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. COMMUNITY EVENT 38781 38781 5642 GOLF TOURNAMENT 17143 17143 2968 4 45487 45487 39100 101411 101411 47710 47710 53701 1 ABSS RAMP IT UP 1712 VAUGHN ROAD BURLINGTON NC 27215 561957903 501(C)(3) 20000 COMMUNITY SUPPORT ALAMANCE COUNTY COMMUNITY YMCA 1346 S MAIN STREET BURLINGTON NC 27215 560611575 501(C)(3) 26500 COMMUNITY SUPPORT ALAMANCE COUNTY DISPUTE SETTLEMENT CENTER PO BOX 524 GRAHAM NC 27253 581550938 501(C)(3) 15000 COMMUNITY SUPPORT ALAMANCE COUNTY MEALS ON WHEELS 508 W DAVIS STREET BURLINGTON NC 27215 561061980 501(C)(3) 37907 COMMUNITY SUPPORT ALAMANCE ELDERCARE PO BOX 202 BURLINGTON NC 27216 561836540 501(C)(3) 19000 COMMUNITY SUPPORT ALAMANCE PARTNERSHIP FOR CHILDREN 2322 RIVER RD BURLINGTON NC 27217 561884459 501(C)(3) 7000 COMMUNITY SUPPORT ALAMAP OF ARMC PO BOX 202 BURLINGTON NC 27216 560529994 501(C)(3) 15000 COMMUNITY SUPPORT ALLIED CHURCHES 3057 S CHURCH STREET BURLINGTON NC 27215 561553388 501(C)(3) 79750 COMMUNITY SUPPORT AMERICAN RED CROSS PO BOX 875 BURLINGTON NC 27216 566000021 501(C)(3) 14500 COMMUNITY SUPPORT BURLINGTON DEVELOPMENT CORPORATION PO BOX 2380 BURLINGTON NC 27216 561878125 501(C)(3) 10000 COMMUNITY SUPPORT BURLINGTON SENIOR ADULT LEISURE SERVICES PO BOX 1358 BURLINGTON NC 27216 566001189 501(C)(3) 6000 COMMUNITY SUPPORT CENTRO LA COMUNIDAD PO BOX 2061 BURLINGTON NC 27216 560529943 501(C)(3) 12166 COMMUNITY SUPPORT CHRISTIAN COUNSELING CENTER 142 S LEXINGTON AVENUE BURLINGTON NC 27215 581339729 501(C)(3) 7500 COMMUNITY SUPPORT CONSUMER CREDIT COUNSELING SERVICE 236 N MEBANE ST SUITE 130 BURLINGTON NC 27217 562061741 501(C)(3) 12500 COMMUNITY SUPPORT CROSSROADS SEXUAL ASSAULT RESPONSE & RESOURCE CENTER PO BOX 673 BURLINGTON NC 27216 561550998 501(C)(3) 25000 COMMUNITY SUPPORT FAMILY ABUSE SERVICES OF ALAMANCE COUNTY PO BOX 2192 BURLINGTON NC 27216 561198802 501(C)(3) 44500 COMMUNITY SUPPORT FRIENDSHIP ADULT DAY SERVICES PO BOX 3303 BURLINGTON NC 27216 561362204 501(C)(3) 23000 COMMUNITY SUPPORT HOSPICE & HOSPICE PEDIATRICS 914 CHAPEL HILL ROAD BURLINGTON NC 27215 561344754 501(C)(3) 29196 COMMUNITY SUPPORT LIFESPAN 919 STOKES STREET BURLINGTON NC 27215 561142969 501(C)(3) 10000 COMMUNITY SUPPORT OE ENTERPRISES INC - ALAMANCE OFFICE 717 N PARK AVENUE BURLINGTON NC 27217 570740781 501(C)(3) 14500 COMMUNITY SUPPORT OLD NORTH STATE COUNCILBOY SCOUTS OF ALAMANCE COUNTY PO BOX 29046 GREENSBORO NC 27429 561762001 501(C)(3) 10491 COMMUNITY SUPPORT OPEN DOOR CLINIC OF ALAMANCE COUNTY 221A N GRAHAM-HOPEDALE RD BURLINGTON NC 27217 561794210 501(C)(3) 15989 COMMUNITY SUPPORT POSITIVE ATTITUDE YOUTH CENTER 229 N GRAHAM-HOPEDALE RD BURLINGTON NC 27217 561913994 501(C)(3) 11500 COMMUNITY SUPPORT RESIDENTIAL TREATMENT SERVICES OF ALAMANCE COUNTY PO BOX 427 BURLINGTON NC 27216 560988222 501(C)(3) 51146 COMMUNITY SUPPORT SALVATION ARMY PO BOX 1238 BURLINGTON NC 27216 560543227 501(C)(3) 46000 COMMUNITY SUPPORT SALVATION ARMY BOYS AND GIRLS CLUB PO BOX 1238 BURLINGTON NC 27216 580660607 501(C)(3) 60499 COMMUNITY SUPPORT SUSTAINABLE ALAMANCE PO BOX 298 ALAMANCE NC 27201 263294877 501(C)(3) 20676 COMMUNITY SUPPORT THE ELON ACADEMY CAMPUS BOX 2108 405 E COLLEGE AVE ELON NC 27244 560532303 501(C)(3) 37000 COMMUNITY SUPPORT THE EXCHANGE CLUB FAMILY CENTER 200 NORTH MAIN STREET GRAHAM NC 27253 581443692 501(C)(3) 25135 COMMUNITY SUPPORT WOMEN'S RESOURCE CENTER IN ALAMANCE COUNTY 411-B FIFTH STREET BURLINGTON NC 27215 581917630 501(C)(3) 31100 COMMUNITY SUPPORT FIRST PRESBYTERIAN CHURCH 508 W DAVIS STREET BURLINGTON NC 27215 560529969 501(C)(3) 66262 COMMUNITY SUPPORT FRONT STREET UNITED METHODIST CHURCH PO BOX 2597 BURLINGTON NC 27216 560615203 501(C)(3) 25500 COMMUNITY SUPPORT YOUNG LIFE OF ALAMANCE COUNTY PO BOX 2612 BURLINGTON NC 27216 840385934 501(C)(3) 10410 COMMUNITY SUPPORT LOW'S LUTHERAN CHURCH PO BOX 833 GRAHAM NC 27253 566531610 501(C)(3) 6000 COMMUNITY SUPPORT WESTSIDE FELLOWSHIP PO BOX 455 ELON NC 27244 562218678 501(C)(3) 7500 COMMUNITY SUPPORT EDUCATION FOUNDATION - UNC PO BOX 2446 CHAPEL HILL NC 27515 566058412 501(C)(3) 5000 COMMUNITY SUPPORT COMMUNITY FOUNDATION OF GREATE GREENSBORO 330 S GREENE STREET SUITE 100 GREENSBORO NC 27401 561380249 501(C)(3) 14500 COMMUNITY SUPPORT WNHP CHARITABLE FOUNDATION PO BOX 1998 BURLINGTON NC 27215 562243215 501(C)(3) 7000 COMMUNITY SUPPORT NEW LEAF SOCIETY PO BOX 4083 BURLINGTON NC 27216 261560297 501(C)(3) 5500 COMMUNITY SUPPORT X X X X 0 0 0 0 0 0 0 0 0 X 12 122007 FAIR VALUE 0 1 1 PART I, LINE 32B: 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. 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.