2014-11-12T06:54:35-06:00 2014-06-30 560747981 DIXON HUGHES GOODMAN LLP 500 RIDGEFIELD COURT ASHEVILLE NC 28806 990 2013-07-01 560890133 HENDERSON COUNTY UNITED WAY INC HEND 8286921636 PO BOX 487 HENDERSONVILLE NC 287930487 RUTH BIRGE EXECUTIVE DIRECTOR 8286921636 2014-11-05 1 JEREMY NAESS P01306905 8282542254 2013 2015-11-30 17:44:51Z RUTH BIRGE PO BOX 487 HENDERSONVILLE NC 287930487 1867575 0 X WWW.LIVEUNITEDHC.ORG X 1953 NC IMPROVE THE LIVES OF HENDERSON COUNTY RESIDENTS 21 21 7 580 0 0 1899337 1820185 12000 12000 10225 8790 16170 26267 1937732 1867242 1473293 1461986 0 0 294595 305191 0 0 175625 225397 232932 1993285 2000109 -55553 -132867 2898687 2787437 1269042 1256523 1629645 1530914 X TO ORGANIZE AND MOBILIZE COMMUNITY RESOURCES TO IMPROVE LIVES OF HENDERSON COUNTY RESIDENTS. 0 0 1645456 1461986 12000 THE ORGANIZATION WORKED WITH COMMUNITY LEADERS AND MEMBERS TO IMPROVE THE LIVES OF HENDERSON COUNTY RESIDENTS. THE FOLLOWING ARE HIGHLIGHTS OF SOME OF THE ACTIVITIES CONDUCTED THROUGHOUT THE YEAR.UNITED WAY OF HENDERSON COUNTY INTRODUCED 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 580 VOLUNTEERS DURING 13/14, 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. WITH DAY OF CARING ALONE 284 VOLUNTEERS JOINED IN DOING 36 PROJECTS IN ONE DAY TO ASSIST AREA NON-PROFITS AND INDIVIDUALS, WITH SUCH THINGS AS BUILDING RAMPS FOR THE ELDERLY, MANNA FOODBANK APPLE PROJECT, PAINTING AND LANDSCAPE PROJECTS AT SEVERAL AGENCIES, AND PILLOWS AT FOUR SEASONS HOSPICE.UWHC HAS RECEIVED DONATED OFFICE AND MEETING SPACE FROM KIMBERLY CLARK WHICH HAS BEEN A TREMENDOUS BENEFIT IN PROVIDING THE ROOM TO GROW, HAVE MEETINGS WITH LARGE AND SMALL GROUPS WITHOUT HAVING TO RENT OR SECURE SPACE AT VARIOUS LOCATIONS, SAVING TIME AND MONEY. WITH THIS SPACE BEING PROVIDED UWHC IS ABLE TO PROVIDE LOW COST SPACE TO FOUR OTHER NON-PROFIT AGENCIES AT THE SPACE OWNED AT 722 5TH AVENUE. CURRENTLY, BIG BROTHERS BIG SISTERS, ONTRACK, THE HEALING PLACE AND SMART START ARE USING THE SPACE.UHWC HAS RECEIVED SUBSTANTIAL GIFT IN-KIND FROM VARIOUS MEDIA RESOURCES SUCH AS CABLE, NEWSPAPER AND RADIO, ALONG WITH CORPORATE SPONSORS WHICH HELP COVER THE COST OF CAMPAIGN, EVENTS AND OPERATIONAL ITEMS.2-1-1 CONTINUES TO BE A 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 13/14 OVER 3200 CALLS WERE PLACED BY HENDERSON COUNTY RESIDENTS.THE RISING LEADER INITIATIVE. THE PURPOSE OF THE PROGRAM IS TO DEVELOP THE NEXT GENERATION OF COMMUNITY LEADERS AND BOARD MEMBERS FOR HENDERSON COUNTY NONPROFIT ORGANIZATIONS. PARTICIPANTS WILL ATTEND AN INTRODUCTORY TEAMBUILDING SESSION, A MINIMUM OF 5 OUT OF 6 INFORMATIONAL SESSIONS AND WILL EXPERIENCE A SPEED-DATING OPPORTUNITY WITH REPRESENTATIVES FROM LOCAL NONPROFIT ORGANIZATIONS AS PART OF THEIR GRADUATION.BORN LEARNING TRAIL IS AN EDUCATIONAL ACTIVITY PROGRAM THAT UWHC BECAME A PART OF 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 IS SCHEDULED TO BE INSTALLED AT THE MILLS RIVER PARK IN THE FALL OF 2014.FAMILYWIZE IS A PROGRAM THAT UWHC HAS PARTNERED WITH TO PROVIDE FREE PRESCRIPTION DISCOUNT CARDS. ANYONE CAN USE IT AT NO COST TO THEM. IN 2013 OVER $126,000 IN SAVINGS ON PRESCRIPTION DRUGS WAS RECOGNIZED IN HENDERSON COUNTY.UWHC IS AT THE TABLE WITH PARTNERS, COLLABORATORS AND CONVENERS WITH SUCH THINGS 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 CHARITY TRACKER.THESE ITEMS ARE AN OVERVIEW OF THE VARIOUS OUTREACH AND NON-TANGIBLE ITEMS THAT UNITED WAY OF HENDERSON COUNTY IS USING IN CONJUNCTION WITH, AND IN ADDITION TO THE $1,455,000 IN FUNDS PROVIDED TO PROGRAMS AND AGENCIES TO IMPROVE THE LIVES OF HENDERSON COUNTY RESIDENTS. 1645456 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 2 0 1 7 1 0 0 0 0 0 0 0 0 0 0 X 21 21 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 3.00 X X 0 0 0 DAVID JONES SECRETARY 3.00 X X 0 0 0 WILL HENDRICKS VICE CHAIR 3.00 X X 0 0 0 TIM KRIEGEL TREASURER 3.00 X X 0 0 0 MELANIE MATTESON CAMPAIGN CHAIR 3.00 X X 0 0 0 BARBARA PLATZ FUNDS DISTRIBUTION 3.00 X X 0 0 0 SHARON TIRRELL STRATEGIC PLANNING 3.00 X 0 0 0 MARK MORSE BOARD MEMBER - PAST CHAIR 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 ANDREA HAINSEL BOARD MEMBER 2.00 X 0 0 0 DONNA HASTIE BOARD MEMBER 2.00 X 0 0 0 CHRISTINA HERNANDEZ BOARD MEMBER 2.00 X 0 0 0 MARCUS JONES BOARD MEMBER 2.00 X 0 0 0 JAY KIRBY BOARD MEMBER 2.00 X 0 0 0 BRYCE MALSBARY BOARD MEMBER 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 RUTH BIRGE EXECUTIVE DIRECTOR 40.00 X X 75000 0 4800 75000 0 4800 0 0 0 0 0 1820185 1820185 UWTC INCOME 900099 12000 12000 12000 630 630 26600 333 26267 26267 26267 8160 0 8160 8160 8160 1867242 12000 0 35057 1461986 1461986 75000 42750 21750 10500 179679 37357 68131 74191 30616 9630 10805 10181 19896 6258 7022 6616 54050 31043 23007 3333 3333 7523 2367 2655 2501 7315 3657 3658 83217 15834 13827 53556 13790 507 12745 538 2737 861 966 910 13946 6320 3926 3700 18116 18116 17729 5576 6257 5896 10157 3194 3585 3378 MISCELLANEOUS 1019 1019 2000109 1645456 179028 175625 282 591 697785 510610 1467505 1471800 76473 103805 10641 5389 398886 224945 183261 173941 462740 521301 2898687 2787437 301973 315587 967069 940936 1269042 1256523 X 830961 799792 798684 731122 1629645 1530914 2898687 2787437 X -132867 69255 -35119 X 0 1 X 1 0 X 1587220 1678650 1715439 1899337 1814242 8694888 1587220 1678650 1715439 1899337 1814242 8694888 727731 7967157 17951 18226 17792 17129 26897 97995 15 3053 3068 8795951 0.90580 0.85960 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 284862 160643 124219 114024 64302 49722 173941 BENEFICIAL INTEREST IN ASSETS HELD BY OTHERS 481777 LIFE INSURANCE CASH SURRENDER VALUE 39524 521301 X 1556431 69255 140742 209997 1346434 520808 520808 1867242 1655162 175861 175861 1479301 520808 520808 2000109 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, 2014. FISCAL YEARS ENDING ON OR AFTER JUNE 30, 2010 REMAIN SUBJECT TO EXAMINATION BY FEDERAL AND STATE TAX AUTHORITIES. PART XI, LINE 4B - OTHER ADJUSTMENTS: DESIGNATED PLEDGES 520,808. PART XII, LINE 4B - OTHER ADJUSTMENTS: DESIGNATED PLEDGES 520,808. 1 AMERICAN RED CROSS 203 SECOND AVE EAST HENDERSONVILLE NC 28792 530196605 501(C)(3) 18259 FMV N/A BLOOD SERVICES, HEALTH & SAFETY, DISASTER PREPARATION & RELIEF BIG BROTHERSBIG SISTERS - BBBS OF HENDERSON COUNTY 722 5TH AVE WEST HENDERSONVILLE NC 28739 581505917 501(C)(3) 16619 FMV N/A GENERAL SUPPORT BLUE RIDGE COMMUNITY HEALTH INC PO BOX 5151 HENDERSONVILLE NC 28793 560794933 501(C)(3) 75801 FMV N/A DENTAL SERVICES, INDIGENT MEDICATIONS BLUE RIDGE LITERACY COUNCIL PO BOX 1728 HENDERSONVILLE NC 28793 561691110 501(C)(3) 23099 FMV N/A BASIC LITERACY AND ENGLISH AS A 2ND LANGUAGE BOY SCOUTS OF AMERICA DANIEL BOONE COUNCIL PO BOX 7626 ASHEVILLE NC 28802 560529937 501(C)(3) 9500 FMV N/A STANDARD PROGRAM BOYS & GIRLS CLUB OF HENDERSON COUNTYHENDERSONVILLE INC PO BOX 1460 HENDERSONVILLE NC 28793 561803125 501(C)(3) 78375 FMV N/A EDUCATION & SOCIAL DEVELOPMENT PROGRAM CALL 2-1-1 (UW OF ASHEVILLEBUNCOMBE COUNTY CONTRACT SERVICE) 50 SOUTH FRENCH BROAD AVENUE ASHEVILLE NC 28801 560576157 501(C)(3) 26408 FMV N/A OTHER CONTRACT SERVICES CHILDREN & FAMILY RESOURCE CENTER OF HENDERSON COUNTY INC PO BOX 1105 HENDERSONVILLE NC 28793 562113878 501(C)(3) 95805 FMV N/A CHILD CARE RESOURCE & REFERRAL, ADOLESCENT PARENTING PROGRAM, AND PARENTS AS TEACHERS CHILDREN'S CLOTHING CLOSET (JR WOMEN'S CLUB) PO BOX 1054 HENDERSONVILLE NC 28793 561888055 501(C)(3) 10023 FMV N/A PROVIDING CRISIS INTERVENTION DISPUTE SETTLEMENT CENTER OF HENDERSON COUNTY INC 101 S GROVE STREET HENDERSONVILLE NC 28792 561427576 501(C)(3) 16150 FMV N/A FAMILY MEDIATION, COMMUNITY MEDIATION FOUR SEASONS HOSPICE 571 SOUTH ALLEN ROAD FLAT ROCK NC 28731 561252665 501(C)(3) 69921 FMV N/A HEARTSONGS, PALATIVE CARE AND HOSPICE HELPING HAND DEVELOPMENTAL CENTER PO BOX 222 EAST FLAT ROCK NC 28726 510138781 501(C)(3) 14250 FMV N/A DEVELOPMENTAL DAY HOUSING ASSISTANCE CORPORATION 602 KANUGA ROAD HENDERSONVILLE NC 28739 581831757 501(C)(3) 59375 FMV N/A HOME REPAIRS AND HOUSING COUNSELING MAINSTAY INC 133 FIFTH AVENUE WEST HENDERSONVILLE NC 28792 561469847 501(C)(3) 79325 FMV N/A FAMILY SUPPORT, EMERGENCY SHELTER MANNA FOOD BANK INC 627 SWANNANOA RIVER ROAD ASHEVILLE NC 28805 581514800 501(C)(3) 10403 FMV N/A FOOD DISTRIBUTION FOR HENDERSON CO. AGENCIES MEDICAL LOAN CLOSET 766 NORTH MAIN STREET HENDERSONVILLE NC 28792 262933780 501(C)(3) 16929 FMV N/A GENERAL SUPPORT ONTRACK 50 SOUTH FRENCH BROAD AVENUE HENDERSONVILLE NC 28801 561056077 501(C)(3) 38000 FMV N/A DENTAL EXTRACTION, MEDI-FIND PISGAH LEGAL SERVICES PO BOX 2276 ASHEVILLE NC 28802 561191115 501(C)(3) 35622 FMV N/A GENERAL SUPPORT SIXTH AVE PSYCHIATRIC REHAB PTNERS 714 6TH AVENUE W HENDERSONVILLE NC 28739 205599815 501(C)(3) 61953 FMV N/A GENERAL SUPPORT THE FREE CLINICS 841 COUNTY ROAD HENDERSONVILLE NC 28792 562212024 501(C)(3) 52243 FMV N/A GENERAL SUPPORT THE HEALING PLACE PO BOX 2461 HENDERSONVILLE NC 28793 561667721 501(C)(3) 51527 FMV N/A VICTIM SUPPORT THE SALVATION ARMY PO BOX 1764 SHELBY NC 28151 580660607 501(C)(3) 28500 FMV N/A PROVIDING CRISIS INTERVENTION VOCATIONAL SOLUTIONS OF HENDERSON COUNTY 2110 SPARTANBURG HIGHWAY EAST FLAT ROCK NC 28726 560897854 501(C)(3) 8220 FMV N/A ADVP TRANSPORTATION WCCA 220 KING CREEK BLVD PO BOX 685 HENDERSONVILLE NC 28793 560846319 501(C)(3) 33522 FMV N/A PROVIDING CRISIS INTERVENTION WNC AIDS PROJECT PO BOX 2411 ASHEVILLE NC 28802 581772685 501(C)(3) 11042 FMV N/A PROMOTING HEALTH AND WELLNESS YMCA OF HENDERSONVILLE AND HENDERSON COUNTY 816 SIXTH AVENUE WEST HENDERSONVILLE NC 28739 560671364 501(C)(3) 21447 FMV N/A SUMMER DAY CAMP SCHOLARSHIPS, FAMILY/YOUTH SCHOLARSHIPS 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 XI, LINE 9: NET ASSETS RELEASED FROM RESTRICTION -35,119.