2012-03-30T13:11:20-05:00 2011-06-30 APPLE BELL JOHNSON & CO PA P O DRAWER 2858 BURLINGTON NC 272162858 990 2010-07-01 560599239 UNITED WAY OF ALAMANCE COUNTY INC UNIT 3364382000 PO BOX 1268 BURLINGTON NC 272161268 CHRIS CLEMMONS 3364382000 2012-03-29 1 DAVID W JOHNSON CPA 3362272022 2010 2016-02-24 21:20:13Z CHRIS CLEMMONS PO BOX 1268 BURLINGTON NC 272161268 2280700 0 X UWALAMANCE.ORG X 1953 NC SEE SCHEDULE O FOR ORGANIZATION MISSION STATEMENT. 44 44 9 1500 0 0 1714201 2108713 0 0 20201 22261 46325 53066 1780727 2184040 706224 1254054 0 0 268056 261019 0 0 144768 638302 545668 1612582 2060741 168145 123299 2281583 2524943 524576 632551 1757007 1892392 X SEE SCHEDULE O. 0 0 891650 UNITED WAY PROVIDED GRANT FUNDS FOR SERVICES TO ALAMANCE COUNTY RESIDENTS. ACHIEVEMENTS INCLUDE:-87% OF AT-RISK STUDENTS PARTICIPATING IN THREE AFTERSCHOOL PROGRAMS PASSED END-OF-GRADE TESTING-RESIDENTS RECEIVED OVER $1.5 MILLION IN ASSISTANCE WITH THEIR PRESCRIPTION MEDICATIONS-OVER 88% OF SENIORS WHO RECEIVED SENIOR CARE SERVICES CONTINUED TO LIVE INDEPENDENTLY-91% OF CRISIS ADMISSIONS AT A FUNDED RESIDENTIAL TREATMENT PROGRAM WERE STABILIZED AND DID NOT NEED TO BE TRANSFERRED TO A HIGHER LEVEL OF CARE.-47 FAMILIES HAVE MOVED TO AFFORDABLE PERMANENT HOUSING 726334 HOMELESSNESS PREVENTION-UNITED WAY IS THE LEAD AGENCY FOR THE ALAMANCE COUNTY HOMELESSNESS PREVENTION AND RAPID RE-HOUSING PROGRAM (HPRP). HPRP PROVIDES CASE MANAGEMENT AND FINANCIAL ASSISTANCE TO PERSONS WHO ARE AT RISK OF BECOMING HOMELESS OR WHO HAVE BECOME HOMELESS. SINCE NOVEMBER 2009, HPRP HAS HELPED 619 INDIVIDUALS AND FAMILIES REMAIN OR BECOME PERMANENTLY HOUSED. 128818 COMMUNITY SERVICES-UNITED WAY LEADS THE PROCESS FOR IDENTIFYING HUMAN SERVICE NEEDS IN ALAMANCE COUNTY AND DEPLOYS FINANCIAL SUPPORT TO ADDRESS THOSE NEEDS. UNITED WAY ALSO COORDINATES THE 2-1-1 CALL SYSTEM TO PROVIDE INFORMATION AND REFERRAL TO COMMUNITY RESIDENTS. 1000 PAY IT FORWARD 4074 THE PORTION OF UNITED WAY OF AMERICA PAYMENTS ALLOCATED TO PROGRAM SERVICES. 5074 1751876 1 0 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 0 0 1 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 0 1 84 0 1 9 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 44 44 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NC X X X RONNIE WALL PRESIDENT 3364382000 803 HERMITAGE ROAD BURLINGTON NC 27215 WAYNE ABERNATHY X X 0 0 0 MATT ADAMS X 0 0 0 MILELE ARCHIBALD X 0 0 0 MARTI ASHER X 0 0 0 JERRY BAILEY X X 0 0 0 LUMMY BARNES X 0 0 0 JOHN BESHEL X 0 0 0 EDDIE BOSWELL X 0 0 0 JIM BUTLER X 0 0 0 KIM BUTLER X 0 0 0 CHRIS CLEMMONS X X 0 0 0 ELIZABETH COBLE X 0 0 0 JASON COPLAND X 0 0 0 RUSTY COX X 0 0 0 JOHN CURRIN X 0 0 0 PAM DUFFY X X 0 0 0 LINDA ELLINGTON X 0 0 0 SUSAN EZEKIEL X 0 0 0 RON FARRIS X 0 0 0 CELO FAUCETTE X 0 0 0 JENNY FAULKNER X 0 0 0 JANYTH FREDRICKSON X 0 0 0 BILL GOMORY X X 0 0 0 DARYL INGOLD X 0 0 0 LEE ISLEY X 0 0 0 PAM JORDAN X 0 0 0 BOB KERNODLE X 0 0 0 JACK LINDLEY X 0 0 0 REGGIE LIPSCOMB X 0 0 0 BECKY LOY X X 0 0 0 PAUL MAUNEY X 0 0 0 JOHN MCDONALD X 0 0 0 TOM MCGOWEN X 0 0 0 CINDY MONTGOMERY X 0 0 0 DAVID MOORE X 0 0 0 SUSAN OSBORNE X 0 0 0 ED PARRISH X X 0 0 0 JOHN PETERSON X X 0 0 0 PATTY PHILIPPS X X 0 0 0 NIKKI RATLIFF X 0 0 0 DEREK STEED X 0 0 0 BILL VESTAL X X 0 0 0 RENEE WARD X 0 0 0 EDWARD WOODALL X 0 0 0 PATTY WELBORN X 0 0 0 SUSAN SHARPE 40.00 X 35234 0 0 CINDY BRADY 40.00 X 64489 0 0 0 0 0 0 0 0 0 0 726334 1382379 52914 2108713 23059 23059 52421 52913 306 -492 -306 -798 -798 71394 43441 27953 27953 MANAGEMENT REVENUE 900099 9914 9914 OTHER RECEIPTS 900099 8568 8568 MEETINGS & LUNCHEONS I 900099 6631 6631 25113 2184040 24315 0 51012 1254054 1254054 90666 29920 33546 27200 112203 30513 41442 40248 13007 3871 4818 4318 30274 9088 11200 9986 14869 4321 5524 5024 19751 5925 7308 6518 7503 7503 13806 4132 5110 4564 5776 5776 4033 1189 1496 1348 9258 2772 3431 3055 4184 1255 1548 1381 2511 633 1050 828 11663 3469 4373 3821 17092 4904 6363 5825 10169 2013 2483 5673 5314 1020 3172 1122 DESIGNATIONS 374186 374186 REPAIR & MAINTENANCE 11760 3556 4323 3881 CAMPAIGN SUPPLIES 9186 9186 MARKETING CONSULTANT 8592 2605 3175 2812 DONOR CULTIVATION 7470 2241 2764 2465 23414 10209 7692 5513 2060741 1751876 164097 144768 914348 865203 563137 682832 1412 1731 3363 2913 301160 158171 148666 142989 491612 640266 159045 189009 2281583 2524943 231696 351448 2081 290799 281103 524576 632551 X 1100438 1265114 497524 438269 159045 189009 1757007 1892392 2281583 2524943 X 123299 12086 X X 0 1 1 X 1 1 X 1555365 1521049 1477656 1714201 2108713 8376984 1555365 1521049 1477656 1714201 2108713 8376984 8376984 17459 13515 14677 18666 23059 87376 -3248 -5007 -8255 44029 46262 73659 41919 25113 230982 8687087 0.96430 0.96360 X 491612 50000 126007 19850 7503 640266 426866 70901 6155 491612 404518 24215 1867 426866 1.00000 1 0 35000 35000 146606 51794 94812 88215 79518 8697 31339 26859 4480 142989 ENDOWMENT-FACILITIES 456546 F ENDOWMENT-GENERAL 183720 F 640266 BENEFICIAL INTEREST IN PERPETUAL TRUST 189009 189009 FUNDS HELD FOR OTHERS 281103 281103 2184040 2060741 123299 139053 3771 -130738 12086 135385 1818169 139053 139053 1679116 504924 504924 2184040 1686555 0 1686555 374186 374186 2060741 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: 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. SCHEDULE D, PART X FIN 48 (ASC 740) FOOTNOTE: ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES: THE FASB ACCOUNTING STANDARDS CODIFICATION (EFFECTIVE FOR INTERIM OR ANNUAL REPORTING PERIODS ENDING AFTER SEPTEMBER 15, 2009) PROVIDES FOR RECOGNITION, MEASUREMENT, PRESENTATION, AND DISCLOSURE RELATING TO UNCERTAIN TAX POSITIONS. THE ORGANIZATION ADOPTED THESE STANDARDS FOR THE YEAR ENDING JUNE 30, 2010. MANAGEMENT IS UNAWARE OF ANY UNCERTAIN INCOME TAX POSITIONS REFLECTED IN THESE FINANCIAL STATEMENTS THAT REQUIRE DISCLOSURE. FABULOUS LUMPSTER'S 55195 55195 22967 AUTO GIVE AWAY 10903 10903 17652 2 5296 5296 2822 71394 71394 43441 43441 27953 1 ALAMANCE CARES PO BOX 205 BURLINGTON NC 27216 561817059 501(C)(3) 960 COMMUNITY SUPPORT ALAMANCE CITIZENS FOR EDUCATION (ACE) PO BOX 100 BURLINGTON NC 27216 300463740 501(C)(3) 6996 COMMUNITY SUPPORT ALAMANCE COUNTY COMMUNITY SERVICES AGENCY PO BOX 38 BURLINGTON NC 27216 560861762 501(C)(3) 23907 COMMUNITY SUPPORT ALAMANCE COUNTY COMMUNITY YMCA 1346 S MAIN STREET BURLINGTON NC 27215 560611575 501(C)(3) 30647 COMMUNITY SUPPORT ALAMANCE COUNTY DISPUTE SETTLEMENT CENTER PO BOX 524 GRAHAM NC 27253 581550938 501(C)(3) 24976 COMMUNITY SUPPORT ALAMANCE COUNTY MEALS ON WHEELS 508 W DAVIS STREET BURLINGTON NC 27215 561061980 501(C)(3) 31220 COMMUNITY SUPPORT ALAMANCE ELDERCARE PO BOX 202 BURLINGTON NC 27216 561836540 501(C)(3) 18100 COMMUNITY SUPPORT ALAMANCE PARTNERSHIP FOR CHILDREN 2322 RIVER RD BURLINGTON NC 27217 561884459 501(C)(3) 3892 COMMUNITY SUPPORT ALAMAP OF ARMC PO BOX 202 BURLINGTON NC 27216 560529994 501(C)(3) 24116 COMMUNITY SUPPORT ALLIED CHURCHES 3057 S CHURCH STREET BURLINGTON NC 27215 561553388 501(C)(3) 7152 COMMUNITY SUPPORT AMERICAN RED CROSS PO BOX 875 BURLINGTON NC 27216 566000021 501(C)(3) 44346 COMMUNITY SUPPORT BURLINGTON HOUSING AUTHORITY PO BOX 2380 BURLINGTON NC 27216 561878125 501(C)(3) 12011 COMMUNITY SUPPORT BURLINGTON SENIOR ADULT LEISURE SERVICES PO BOX 1358 BURLINGTON NC 27216 566001189 501(C)(3) 6033 COMMUNITY SUPPORT CENTRO LA COMUNIDAD PO BOX 2061 BURLINGTON NC 27216 560529943 501(C)(3) 23787 COMMUNITY SUPPORT CHRISTIAN COUNSELING CENTER 142 S LEXINGTON AVENUE BURLINGTON NC 27215 581339729 501(C)(3) 16500 COMMUNITY SUPPORT CHRISTMAS CHEER OF ALAMANCE COUNTY 331 S MAIN STREET BURLINGTON NC 27215 311645511 501(C)(3) 6355 COMMUNITY SUPPORT CONSUMER CREDIT COUNSELING SERVICE 236 N MEBANE ST SUITE 130 BURLINGTON NC 27217 562061741 501(C)(3) 15054 COMMUNITY SUPPORT CROSSROADS SEXUAL ASSAULT RESPONSE & RESOURCE CENTER PO BOX 673 BURLINGTON NC 27216 561550998 501(C)(3) 15847 COMMUNITY SUPPORT EBENEZER UCC - HOUSE OF MANASSEH & EPHRAIIM 734 APPLE STREET BURLINGTON NC 27217 561233589 501(C)(3) 3000 COMMUNITY SUPPORT FAMILY ABUSE SERVICES OF ALAMANCE COUNTY PO BOX 2192 BURLINGTON NC 27216 561198802 501(C)(3) 39296 COMMUNITY SUPPORT FRIENDSHIP ADULT DAY SERVICES PO BOX 3303 BURLINGTON NC 27216 561362204 501(C)(3) 23894 COMMUNITY SUPPORT GIRL SCOUTS TARHEEL TRIAD COUNCIL 8818 W MARKET STREET COLFAX NC 27235 560543237 501(C)(3) 4387 COMMUNITY SUPPORT HOSPICE & HOSPICE PEDIATRICS 914 CHAPEL HILL ROAD BURLINGTON NC 27215 561344754 501(C)(3) 40311 COMMUNITY SUPPORT OE ENTERPRISES INC - ALAMANCE OFFICE 717 N PARK AVENUE BURLINGTON NC 27217 570740781 501(C)(3) 6653 COMMUNITY SUPPORT OLD NORTH STATE COUNCILBOY SCOUTS OF ALAMANCE COUNTY PO BOX 29046 GREENSBORO NC 27429 561762001 501(C)(3) 14688 COMMUNITY SUPPORT OPEN DOOR CLINIC OF ALAMANCE COUNTY 221A N GRAHAM-HOPEDALE RD BURLINGTON NC 27217 561794210 501(C)(3) 11480 COMMUNITY SUPPORT POSITIVE ATTITUDE YOUTH CENTER PO BOX 1763 BURLINGTON NC 27216 561913994 501(C)(3) 6000 COMMUNITY SUPPORT RESIDENTIAL TREATMENT SERVICES OF ALAMANCE COUNTY PO BOX 427 BURLINGTON NC 27216 560988222 501(C)(3) 67657 COMMUNITY SUPPORT SALVATION ARMY PO BOX 1238 BURLINGTON NC 27216 560543227 501(C)(3) 24138 COMMUNITY SUPPORT SALVATION ARMY BOYS AND GIRLS CLUB PO BOX 1238 BURLINGTON NC 27216 580660607 501(C)(3) 82731 COMMUNITY SUPPORT SICKLE CELL DISEASE ASSOCIATION OF THE PIEDMONT PO BOX 964 GREENSBORO NC 27420 237362747 501(C)(3) 2298 COMMUNITY SUPPORT THE ARC OF ALAMANCE COUNTY PO BOX 1275 BURLINGTON NC 27216 561009893 501(C)(3) 6839 COMMUNITY SUPPORT THE EXCHANGE CLUB FAMILY CENTER IN ALAMANCE PO BOX 1325 GRAHAM NC 27253 581443692 501(C)(3) 9500 COMMUNITY SUPPORT UNC HORIZONS 319 N GRAHAM-HOPEDALE RD BURLINGTON NC 27217 566001393 501(C)(3) 9000 COMMUNITY SUPPORT WOMEN'S RESOURCE CENTER IN ALAMANCE COUNTY 411-B FIFTH STREET BURLINGTON NC 27215 581917630 501(C)(3) 19861 COMMUNITY SUPPORT 35 0 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: PATRIOT ACT FORMS AND VERIFY TAX EXEMPT STATUS ON EACH AGENCY BEFORE PROVIDING GRANTS. X X X X 0 0 0 0 0 0 0 0 0 X 7 52914 FAIR VALUE 0 1 1 THIRD PARTY USE: 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: JOHN BESHEL HAS A BUSINESS RELATIONSHIP WITH WITH JOHN PETERSON AND BILL GOMORY. JIM BUTLER HAS A FAMILY RELATIONSHIP WITH KIM BUTLER AND SERVES ON A BOARD WITH JOHN PETERSON. KIM BUTLER HAS A FAMILY RELATIONSHIP WITH JIM BUTLER AND A BUSINESS RELATIONSHIP WITH DAVID MOORE. CHRIS CLEMMONS HAS A BUSINESS RELATIONSHIP WITH ED WOODALL. JOHN CURRIN HAS A BUSINESS RELATIONSHIP WITH JOHN PETERSON, PAM DUFFY, DEREK STEED, AND JERRY BAILEY. PAMELA DUFFY HAS A BUSINESS RELATIONSHIP WITH DEREK STEED. SUSAN EZEKIEL HAS A BUSINESS RELATIONSHIP WITH BECKY LOY. BECKY LOY HAS A BUSINESS RELATIONSHIP WITH SUSAN EZEKIEL. PAUL MAUNEY PROVIDES ADVERTISING SERVICES PERIODICALLY TO OTHER BOARD MEMBERS. JOHN MCDONALD PROVIDES SHRED SERVICES PERIODICALLY TO OTHER BOARD MEMBERS. TOM MCGOWEN HAS A FAMILY RELATIONSHIP WITH JACK LINDLEY. DAVID MOORE HAS A BUSINESS RELATIONSHIP WITH KIM BUTLER. DEREK STEED HAS A BUSINESS RELATIONSHIP WITH PAM DUFFY. RENEE WARD HAS A BUSINESS RELATIONSHIP WITH RONNIE WALL. PATTY WELBORN HAS A BUSINESS RELATIONSHIP WITH JOHN CURRIN AND JIM BUTLER. ED WOODALL HAS A BUSINESS RELATIONSHIP WTIH CHRIS CLEMMONS. FORM 990, PART VI, SECTION B, LINE 11 THE AUDIT COMMITTEE REVIEWS THE 990 WITH THE FULL 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 THE UW OF ALAMANCE COUNTY BOARD REVIEWS THE PRESIDENT'S COMPENSATION ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL INFORMATION IS AVAILABLE FOR PUBLIC INSPECTION BOTH ON THE INTERNET AND UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 139053. PRIOR PERIOD ADJUSTMENTS: 3771. DONOR DESIGNATED PORTION OF EXPENDITURES 374186. DONOR DESIGNATED PORTION OF INCOME -504924. TOTAL TO FORM 990, PART XI, LINE 5: 12086. AUDIT COMMITTEE 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. THIRD PARTY PROCESSOR FORM 990, PART IV, LINE 14A UNITED WAY USES A THIRD PARTY PROCESSOR FOR PLEDGE FORMS. THE THIRD PARTY PROCESSOR MAY UTILIZE SERVICES OUTSIDE THE U.S.