2012-11-08T10:38:47-06:00 2012-06-30 560747981 DIXON HUGHES GOODMAN LLP 500 RIDGEFIELD COURT ASHEVILLE NC 28806 990 2011-07-01 560890133 HENDERSON COUNTY UNITED WAY INC HEND 8286921636 PO BOX 487 HENDERSONVILLE NC 287930487 RUTH BIRGE 8286921636 2012-11-08 AMY BIBBY P00445891 8282542254 2011 2016-02-24 21:20:13Z RUTH BIRGE PO BOX 487 HENDERSONVILLE NC 287930487 1740711 0 X WWW.LIVEUNITEDHC.ORG X 1953 NC IMPROVE THE LIVES OF HENDERSON COUNTY RESIDENTS 26 25 7 350 0 0 1678650 1715439 0 0 11102 8572 19583 16130 1709335 1740141 1320796 1417169 0 0 246086 276976 0 0 165226 215894 211286 1782776 1905431 -73441 -165290 2123868 2080712 1164040 1263040 959828 817672 X TO ORGANIZE AND MOBILIZE COMMUNITY RESOURCES TO IMPROVE LIVES OF HENDERSON COUNTY RESIDENTS. 0 0 1572189 1417169 THE BUSINESS ACTIVITY OF THE UNITED WAY IS A PRINCIPAL TOOL IN SUPPORTING ITS VISION "TO BE A CATALYST IN MAKING A POSITIVE AND LASTING CHANGE IN THE HUMAN CONDITION IN HENDERSON COUNTY." OTHER TOOLS INCLUDE PARTNERSHIPS WITH OTHER COMMUNITY FUNDERS, RELATIONSHIPS WITH SUPPORTED AGENCIES, CULTIVATION OF A GROWING AND KNOWLEDGEABLE VOLUNTEER BASE, AND BOARD ADOPTION OF UNITED WAY OF AMERICA'S COMMUNITY IMPACT AGENDA. FOR FUNDING YEAR ENDING JUNE 30, 2012, THE UNITED WAY ALLOCATION VOLUNTEERS ALLOCATED AND PAID $947,833, RESPECTIVELY, IN PROGRAM ALLOCATIONS TO 43 PROGRAMS OF 30 NOT-FOR-PROFIT AGENCIES. THE VOLUNTEER PANELS ARE ORGANIZED AROUND FOUR IMPACT AREAS: EDUCATION, INCOME, HEALTH, AND REBUILDING LIVES. VOLUNTEERS EVALUATE PROGRAMS APPLYING FOR FUNDING IN SEVERAL AREAS INCLUDING: HOW WELL THE PROGRAM MEETS IDENTIFIED COMMUNITY NEEDS, MEASURABLE OUTCOMES ACHIEVED BY THE PROGRAM, AND THE AGENCY'S BUSINESS PRACTICES AND STEWARDSHIP OF DONOR FUNDS. FOR THE YEAR ENDED JUNE 30, 2012, RESPECTIVELY, WAS AWARDED FOR CONTRACTED SERVICES, INCLUDING CALL 2-1-1 INFORMATIONAL AND REFERRAL SERVICE PROVIDED TO HENDERSON COUNTY RESIDENTS THROUGH A JOINT VENTURE WITH THE UNITED WAY OF ASHEVILLE AND BUNCOMBE COUNTY.MOST UWHC FUNDED PROGRAMS OFFER SERVICES TO ANY HENDERSON COUNTY INDIVIDUAL (E.G. AMERICAN RED CROSS, BLUE RIDGE LITERACY COUNCIL, AND ONTRACK FINANCIAL EDUCATION AND COUNSELING). HOWEVER, FOR 22 PARTNER AGENCIES WITH PROGRAMS SUPPORTED BY UWHC, THE CLIENTS SERVED ARE PRIMARILY LOW INCOME, MANY WITH INCOMES INSIDE THE FEDERAL POVERTY LEVELS. FOR EXAMPLE, RESIDENTS WHO ARE UNINSURED, LOW INCOME (AT OR BELOW 195% OF FPL) ARE THE PATIENTS SEEN AT THE FREE CLINICS DENTAL EXTRACTION CLINIC. THIS IS TYPICAL FOR MANY OF THOSE SERVED BY UWHC FUNDED PROGRAMS, WHETHER IT IS FOR HEALTH CARE NEEDS, PROGRAMS FOR AT RISK YOUTH, OR EMERGENCY UTILITY OR FOOD ASSISTANCE. FOR A COMPLETE LIST OF FUNDED PROGRAMS AND THE AMOUNT OF FUNDING EACH RECEIVED, PLEASE VISIT UWHC'S WEBSITE AT WWW.LIVEUNITEDHC.ORG AND CLICK ON ABOUT US AND THEN ON FUNDS DISTRIBUTION. 1572189 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 0 1 5 0 1 7 1 0 0 0 0 0 0 0 0 0 0 X 26 25 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X X ROBIN MORGAN 8286921636 722 5TH AVENUE WEST HENDERSONVILLE NC 28739 RUTH BIRGE 40.00 X X 74970 0 5927 VIKKI BAILEY 2.00 X 0 0 0 JIMM BUNCH 2.00 X 0 0 0 ALAN BURDETTE 2.00 X 0 0 0 DAVID WHITE 2.00 X 0 0 0 BRIAN CAVAGNINI 2.00 X 0 0 0 GRAHAM FIELDS 2.00 X 0 0 0 DAVID JONES 2.00 X 0 0 0 ALBERT GOOCH 2.00 X 0 0 0 DONNA HASTIE 2.00 X 0 0 0 WILL HENDRICKS 2.00 X 0 0 0 JAY KIRBY 2.00 X 0 0 0 NATHAN KENNEDY 2.00 X 0 0 0 DONNIE PARKS 2.00 X 0 0 0 MARK WARWICK 2.00 X 0 0 0 MARK MORSE 2.00 X 0 0 0 PAUL PARKER 2.00 X 0 0 0 TODD WEBB 2.00 X 0 0 0 TODD THOMAN 2.00 X 0 0 0 BRENDA WILKERSON 2.00 X 0 0 0 MOLLY PARKHILL 2.00 X X 0 0 0 BRYCE MALSBARY 2.00 X X 0 0 0 TIM KRIEGEL 2.00 X X 0 0 0 GREG BURNETTE 2.00 X 0 0 0 BARBARA PLATZ 2.00 X 0 0 0 SHARON TIRRELL 2.00 X 0 0 0 74970 0 5927 0 0 0 0 0 1715439 1715439 1092 1092 16700 570 16130 16130 16130 7480 0 7480 7480 7480 1740141 0 0 24702 1417169 1417169 80897 34786 29932 16179 156842 41695 54477 60670 20727 6668 7359 6700 18510 5955 6572 5983 16934 16934 2899 2899 11312 2909 5481 2922 25147 12573 12574 86869 19365 18475 49029 15076 1375 12320 1381 3170 1019 1126 1025 13937 6356 3968 3613 17195 17195 8941 2876 3175 2890 6991 2248 2483 2260 MISCELLANEOUS 2815 2815 1905431 1572189 168016 165226 191 275 732955 755833 661203 652302 98452 65970 6371 7560 370116 200514 168388 169602 456308 429170 2123868 2080712 189799 235729 974241 1027311 1164040 1263040 X 959828 817672 959828 817672 2123868 2080712 X -165290 23134 X 0 1 1 X 0 X 1793200 1643921 1587220 1678650 1715439 8418430 1793200 1643921 1587220 1678650 1715439 8418430 976610 7441820 20738 19023 17951 18226 17792 93730 498 1500 15 3053 5066 8517226 0.87370 0.89170 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 284862 154327 130535 85254 46187 39067 169602 BENEFICIAL INTEREST IN ASSETS HELD BY OTHERS 429170 429170 1740141 1905431 -165290 -14234 37368 23134 -142156 1374637 -14234 37368 23134 1351503 388638 388638 1740141 1516793 0 1516793 388638 388638 1905431 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: 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, 2012. FISCAL YEARS ENDING ON OR AFTER JUNE 30, 2009 REMAIN SUBJECT TO EXAMINATION BY FEDERAL AND STATE TAX AUTHORITIES. PART XII, LINE 4B - OTHER ADJUSTMENTS: DESIGNATED PLEDGES 388,638. PART XIII, LINE 4B - OTHER ADJUSTMENTS: DESIGNATED PLEDGES 388,638. 1 HENDERSON COUNTY COUNCIL ON AGING 105 KING CREEK BLVD HENDERSONVILLE NC 28792 560936674 501(C)(3) 5939 FMV N/A GENERAL SUPPORT, MEALS ON WHEELS BOYS & GIRLS CLUB OF HENDERSON COUNTYHENDERSONVILLE INC PO BOX 1460 HENDERSONVILLE NC 28793 561803125 501(C)(3) 97334 FMV N/A EDUCATION & SOCIAL DEVELOPMENT PROGRAM THE HEALING PLACE PO BOX 2461 HENDERSONVILLE NC 28793 561667721 501(C)(3) 59098 FMV N/A VICTIM SUPPORT MAINSTAY INC 133 FIFTH AVENUE WEST HENDERSONVILLE NC 28792 561469847 501(C)(3) 96864 FMV N/A FAMILY SUPPORT, EMERGENCY SHELTER HELPING HAND DEVELOPMENTAL CENTER PO BOX 222 EAST FLAT ROCK NC 28726 510138781 501(C)(3) 21554 FMV N/A DEVELOPMENTAL DAY BLUE RIDGE COMMUNITY HEALTH INC PO BOX 5151 HENDERSONVILLE NC 28793 560794933 501(C)(3) 87091 FMV N/A DENTAL SERVICES, INDIGENT MEDICATIONS THE SALVATION ARMY PO BOX 1764 SHELBY NC 28151 580660607 501(C)(3) 32617 FMV N/A PROVIDING CRISIS INTERVENTION FOUR SEASONS HOSPICE 571 SOUTH ALLEN ROAD FLAT ROCK NC 28731 561252665 501(C)(3) 113429 FMV N/A HEARTSONGS, PALATIVE CARE AND HOSPICE AMERICAN RED CROSS 203 SECOND AVE EAST HENDERSONVILLE NC 28792 530196605 501(C)(3) 22790 FMV N/A BLOOD SERVICES, HEALTH & SAFETY, DISASTER PREPARATION & RELIEF PARDEE MEMORIAL HOSPITAL FOUNDATION INC 2029A ASHEVILLE HWY HENDERSONVILLE NC 28791 561930028 501(C)(3) 59367 FMV N/A GENERAL SUPPORT HOUSING ASSISTANCE CORPORATION 602 KANUGA ROAD HENDERSONVILLE NC 28739 581831757 501(C)(3) 62853 FMV N/A HOME REPAIRS AND HOUSING COUNSELING CHILDREN & FAMILY RESOURCE CENTER OF HENDERSON COUNTY INC PO BOX 1105 HENDERSONVILLE NC 28793 562113878 501(C)(3) 104905 FMV N/A CHILD CARE RESOURCE & REFERRAL, ADOLESCENT PARENTING PROGRAM, AND PARENTS AS TEACHERS UNITED WAY OF HAYWOOD COUNTY 81 ELMWOOD WAY WAYNESVILLE NC 28786 237112548 501(C)(3) 17261 FMV N/A GENERAL SUPPORT ONTRACK 50 SOUTH FRENCH BROAD AVENUE HENDERSONVILLE NC 28801 561056077 501(C)(3) 40279 FMV N/A DENTAL EXTRACTION, MEDI-FIND BIG BROTHERSBIG SISTERS - BBBS OF HENDERSON COUNTY 722 5TH AVE WEST HENDERSONVILLE NC 28739 581505917 501(C)(3) 21719 FMV N/A GENERAL SUPPORT CALL 2-1-1 (UW OF ASHEVILLEBUNCOMBE COUNTYR CONTRACT SERVICE) 50 SOUTH FRENCH BROAD AVENUE ASHEVILLE NC 28801 560576157 501(C)(3) 26403 FMV N/A OTHER CONTRACT SERVICES WCCA 220 KING CREEK BLVD PO BOX 685 HENDERSONVILLE NC 28793 560846319 501(C)(3) 37136 FMV N/A PROVIDING CRISIS INTERVENTION DISPUTE SETTLEMENT CENTER OF HENDERSON COUNTY INC 101 S GROVE STREET HENDERSONVILLE NC 28792 561427576 501(C)(3) 17000 FMV N/A FAMILY MEDIATION, COMMUNITY MEDIATION BOY SCOUTS OF AMERICA DANIEL BOONE COUNCIL PO BOX 7626 ASHEVILLE NC 28802 560529937 501(C)(3) 12427 FMV N/A STANDARD PROGRAM YMCA OF HENDERSONVILLE AND HENDERSON COUNTY 816 SIXTH AVENUE WEST HENDERSONVILLE NC 28739 560671364 501(C)(3) 29602 FMV N/A SUMMER DAY CAMP SCHOLARSHIPS, FAMILY/YOUTH SCHOLARSHIPS BLUE RIDGE LITERACY COUNCIL PO BOX 1728 HENDERSONVILLE NC 28793 561691110 501(C)(3) 25505 FMV N/A BASIC LITERACY AND ENGLISH AS A 2ND LANGUAGE VOCATIONAL SOLUTIONS OF HENDERSON COUNTY 2110 SPARTANBURG HIGHWAY EAST FLAT ROCK NC 28726 560897854 501(C)(3) 19738 FMV N/A ADVP TRANSPORTATION MANNA FOOD BANK INC 627 SWANNANOA RIVER ROAD ASHEVILLE NC 28805 581514800 501(C)(3) 22663 FMV N/A FOOD DISTRIBUTION FOR HENDERSON CO. AGENCIES CHILDREN'S CLOTHING CLOSET (JR WOMEN'S CLUB) PO BOX 1054 HENDERSONVILLE NC 28793 561888055 501(C)(3) 11789 FMV N/A PROVIDING CRISIS INTERVENTION GIRL SCOUTS OF WESTERN NORTH CAROLINA PISGAH COUNCIL INC PO BOX 8249 ASHEVILLE NC 28814 560577629 501(C)(3) 9547 FMV N/A GENERAL SUPPORT WNC AIDS PROJECT PO BOX 2411 ASHEVILLE NC 28802 581772685 501(C)(3) 13483 FMV N/A PROMOTING HEALTH AND WELLNESS MEDICAL LOAN CLOSET 766 NORTH MAIN STREET HENDERSONVILLE NC 28792 262933780 501(C)(3) 17820 FMV N/A GENERAL SUPPORT PARK RIDGE HOSPITAL PREP & KID POWER 100 HOSPITAL DRIVE HENDERSONVILLE NC 28792 560543246 501(C)(3) 5734 FMV N/A PRESCHOOLERS REACHING EDUCATIONAL POTENTIAL, KID POWER SIXTH AVE PSYCHIATRIC REHAB PTNERS 714 6TH AVENUE W HENDERSONVILLE NC 28739 205599815 501(C)(3) 65456 FMV N/A GENERAL SUPPORT THE FREE CLINICS 841 COUNTY ROAD HENDERSONVILLE NC 28792 562212024 501(C)(3) 59492 FMV N/A GENERAL SUPPORT UNITED WAY OF ASHEVILLEBUNCOMBE COUNTY 50 SOUTH FRENCH BROAD AVENUE ASHEVILLE NC 28801 560576157 501(C)(3) 10702 FMV N/A GENERAL SUPPORT UNITED WAY OF TRANSYLVANIA COUNTY 101 W JORDAN STREET 4 BREVA NC 28712 237145022 501(C)(3) 21343 FMV N/A GENERAL SUPPORT EBLEN FOUNDATION 50 WESTGATE PARKWAY ASHEVILLE NC 28806 561758077 501(C)(3) 10344 FMV N/A GENERAL SUPPORT 33 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: UWHC MONITORS VIA AN ALLOCATIONS PROCESS. THE FUNDED PROGRAMS ARE DETERMINED BY A PANEL THAT REVIEWS EACH PROGRAM IN THE BEGINNING OF THE APPLICATION PROCESS. ONCE APPROVED FOR ALLOCATED FUNDING, THE PROGRAM REPORTS THROUGHOUT THE PAYOUT YEAR END AND THEN 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 B, LINE 11 ON OCTOBER 18TH, 2011, A COPY OF THE 990 WAS PROVIDED TO THE FINANCE COMMITTEE FOR REVIEW. ON OCTOBER 25TH 2012, THE FINANCE COMMITTEE PRESENTED THE REVIEWED 990 TO THE ENTIRE BOARD, WHICH WAS PRIOR TO THE FILING DATE. AFTER A QUESTIONS/ANSWERS PERIOD, THE BOARD VOTED TO APPROVE THE 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 TIME OF BOARD RENEWAL EACH YEAR. IT IS COMPLETED BY AND SIGNED AND SUBMITTED BY CONTINUING BOARD MEMBERS ALONG WITH THE NEW BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION FOLLOWS THE PROCESS DESCRIBED IN TREASURY REGULATION 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -14,234. DONATED SERVICES AND USE OF FACILITIES: 37,368. TOTAL TO FORM 990, PART XI, LINE 5: 23,134.