2023-11-14T14:59:18-06:00 2022-12-31 561031342 WILLIAMS OVERMAN PIERCE LLP 2501 ATRIUM DRIVE SUITE 500 RALEIGH NC 27607 990 2022-01-01 560564547 UNITED WAY OF NORTH CAROLINA UNIT 9198345200 1130 KILDAIRE FARM ROAD 100 CARY NC 27511 BRITTANY PRUITT FLETCHER PRESIDENT & CEO 9198345200 2023-11-14 1 BRITTANY PRUITT FLETCHER 999009999 0 DANIEL M LAVELLE CPA P02154046 9197823444 2023-11-14 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z BRITTANY PRUITT FLETCHER 1130 KILDAIRE FARM ROAD 100 CARY NC 27511 3442537 0 X WWW.UNITEDWAYNC.ORG X 1951 NC WE BRIDGE PEOPLE, LOCAL UNITED WAYS, AND RESOURCES SO INDIVIDUALS, FAMILIES, AND COMMUNITIES THRIVE IN NORTH CAROLINA. 22 22 40 24 0 0 760872 1920915 5106395 1516738 653 217 4074 4667 5871994 3442537 39150 200000 0 0 1018028 1632411 0 0 0 5106254 1413812 6163432 3246223 -291438 196314 913119 1203204 302121 518257 610998 684947 WE BRIDGE PEOPLE, LOCAL UNITED WAYS, AND RESOURCES SO INDIVIDUALS, FAMILIES, AND COMMUNITIES THRIVE IN NORTH CAROLINA. 0 0 848701 200000 818000 NCCARE360 - UNITED WAY OF NORTH CAROLINA IS A PARTNER IN BUILDING THE FIRST STATE WIDE COORDINATED NETWORK THAT UNITES HEALTHCARE AND HUMAN SERVICES ORGANIZATIONS WITH A SHARED TECHNOLOGY PLATFORM ALLOWING FOR A COORDINATED, COMMUNITY-ORIENTED, PERSON-CENTERED APPROACH TO DELIVERING CARE IN NORTH CAROLINA. NCCARE360 ALLOWS PROVIDERS TO ELECTRONICALLY CONNECT THOSE WITH IDENTIFIED NEEDS TO COMMUNITY RESOURCES AND ALLOW FOR A FEEDBACK LOOP ON THE OUTCOME OF THAT CONNECTION. THIS SOLUTION ENSURES ACCOUNTABILITY AROUND SERVICES DELIVERED, PROVIDES A "NO WRONG DOOR" APPROACH, CLOSES THE LOOP ON EVERY REFERRAL MADE, AND REPORTS ON OUTCOMES OF THAT CONNECTION. THE UWNC TEAM PROVIDES CONSTANT UPDATING OF RESOURCES USED AS OUT OF NETWORK REFERRALS AND A CARE NAVIGATION TEAM TO SUPPORT HOSPITALS AND OTHER USERS OF THE PLATFORM. 2034047 670672 NC 211: NC 211 PROVIDES STATEWIDE, 24/7 INFORMATION AND REFERRAL SERVICES TO NC RESIDENTS. 211 IS AN INFORMATION AND REFERRAL LINE AND COMPANION WEBSITE (NC211.ORG) THAT CONNECTS PEOPLE TO VITAL SOCIAL SERVICES PROVIDED BY A RANGE OF NONPROFIT AND GOVERNMENT AGENCIES. THIS EASY-TO-REMEMBER NUMBER SAVES TIME AND FRUSTRATION BY ELIMINATING THE NEED FOR CALLERS TO NAVIGATE A MAZE OF AGENCIES AND HELPLINES. CONCURRENTLY, 211 IS AN EFFECTIVE MANAGEMENT TOOL. THE SYSTEM GENERATES REAL-TIME DATA ON REQUESTS AT 211COUNTS.ORG, ALERTING STAKEHOLDERS TO EMERGING NEEDS AND MAKING IT POSSIBLE TO DIRECT RESOURCES TO WHERE THEY WILL DO THE MOST GOOD. 97563 28066 MEMBER SERVICES: AS THE MEMBER ASSOCIATION FOR 51 LOCAL UNITED WAYS COVERING 80% OF ALL COMMUNITIES IN NC, UWNC'S ROLE IS TO CREATE LEARNING AND ENGAGEMENT OPPORTUNITIES THAT BUILD STRONG UNITED WAY LEADERS, RESILIENT AND EQUITABLE UNITED WAY ORGANIZATIONS, AND ADVOCACY ACTION THAT TRANSFORMS THE LIVES OF LOW-INCOME WORKING FAMILIES. 2980311 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 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 13 0 1 40 1 0 0 0 0 0 0 0 0 0 0 0 0 X 22 22 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X X X BRITTANY PRUITT FLETCHER 9198345200 1130 KILDAIRE FARM ROAD STE 100 CARY NC 27511 JEFF JOHNSON BOARD CHAIR 1.00 X X 0 0 0 BRIAN WHITE VICE CHAIR 1.00 X X 0 0 0 GARETH MONTAGUE-SMITH TREASURER 1.00 X X 0 0 0 ROY WATSON SECRETARY 1.00 X X 0 0 0 DEBORAH ALLY DIRECTOR 1.00 X 0 0 0 SHERRY ARCHIBALD DIRECTOR 1.00 X 0 0 0 SHERRY BRADSHER DIRECTOR 1.00 X 0 0 0 KATHY COLVILLE DIRECTOR 1.00 X 0 0 0 LAURA YATES CLARK DIRECTOR 1.00 X 0 0 0 PRES DAVENPORT DIRECTOR 1.00 X 0 0 0 BRETT ECKERMAN DIRECTOR 1.00 X 0 0 0 TIM GABEL DIRECTOR 1.00 X 0 0 0 TIFFANY GLADNEY DIRECTOR 1.00 X 0 0 0 RICKY HURTADO DIRECTOR 1.00 X 0 0 0 THARESA LEE DIRECTOR 1.00 X 0 0 0 JANE LIEBSCHER DIRECTOR 1.00 X 0 0 0 FERNANDO LITTLE DIRECTOR 1.00 X 0 0 0 KENDRA MARTIN DIRECTOR 1.00 X 0 0 0 KIM MCCOMBS THORNTON DIRECTOR 1.00 X 0 0 0 KEVIN MCDONALD DIRECTOR 1.00 X 0 0 0 NICHOLE RAPUANO DIRECTOR 1.00 X 0 0 0 MOLLY TAYLOR DIRECTOR 1.00 X 0 0 0 DAVID J MCNEILL PAST CHAIR 1.00 X 0 0 0 LAURA Z MARX PAST PRESIDENT & CEO 40.00 X 115869 0 27213 BRITTANY PRUITT FLETCHER PRESIDENT & CEO 40.00 X 36291 0 3111 152160 0 30324 1 0 0 0 0 202358 1139690 578867 1920915 NCCARE360 900099 818000 818000 NC 2-1-1 SERVICE FEES 900099 670672 670672 CONFERENCE FEES 900099 28066 28066 1516738 217 217 MISCELLANEOUS 900099 4667 4667 4667 3442537 1516738 0 4884 X 200000 200000 182484 173360 9124 1105403 1050132 55271 10369 9851 518 239508 227532 11976 94647 89915 4732 1613 1394 219 44000 38020 5980 923601 798084 125517 13304 12771 533 133613 119792 13821 33194 28683 4511 81799 72801 8998 55666 50100 5566 6849 6095 754 NCCARE360 54447 54240 207 MISCELLANEOUS EXPENSE 31290 27850 3440 CAPITAL EXPENDITURES 15218 10196 5022 OTHER PROGRAM EXPENSES 8225 8225 10993 9495 1498 3246223 2980311 265912 0 154735 234057 217245 217462 535199 712619 1940 5364 298312 294312 4000 4000 29702 913119 1203204 119619 153766 65637 16500 44217 41852 72648 306139 302121 518257 X 468478 547427 142520 137520 610998 684947 913119 1203204 X 196314 -122365 X X 0 1 X 1 0 X 1217401 628036 1495326 760872 1920915 6022550 1217401 628036 1495326 760872 1920915 6022550 640682 5381868 212 199 1344 653 217 2625 35079 70272 16339 4074 4667 130431 6155606 18834984 0.87430 0.83940 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 44000 0 0 0 0 0 0 0 0 1 44000 44000 0 PART I-A, LINE 1: UNITED WAY OF NORTH CAROLINA HAS A CONTRACT WITH ROB LAMME AND ASSOCIATES FOR GOVERNMENT RELATIONS, COMMUNICATIONS AND POLICY CONSULTING. UNDER THE AGREEMENT, ROB LAMME AND ASSOCIATES PROVIDES POLICY AND COMMUNICATIONS ASSISTANCE TO UNITED WAY OF NORTH CAROLINA INCLUDING PLANNING EFFORTS TO CREATE GRASSROOTS COMMUNICATION, MEDIA AND POLICY STRATEGIES THAT WILL BENEFIT THE ORGANIZATION'S LONG AND SHORT TERM STATE POLICY GOALS; MONITORING RELEVANT LEGISLATIVE MEETINGS, PROVIDING DIRECT LOBBYING SERVICES TO UNITED WAY OF NORTH CAROLINA FOR ALL MEMBERS OF THE N.C. GENERAL ASSEMBLY AS WELL AS STATE AGENCIES, PROVIDING PRE- AND POST-SESSION BRIEFINGS REGARDING THE ORGANIZATION'S ADVOCACY EFFORTS; PARTICIPATING IN LEADERSHIP AND/OR GRASSROOTS ADVOCACY TRAININGS UNITED WAY OF NORTH CAROLINA MAY UNDERTAKE, AND ASSISTING IN THE CREATING AND IMPLEMENTATION OF GRASSROOTS COMMUNICATION, MEDIA AND POLICY STRATEGIES. THESE SERVICES ARE FOCUSED, BUT NOT LIMITED TO, HELPING TO BUILD UNITED WAY OF NORTH CAROLINA'S RELATIONSHIPS WITH POLICYMAKERS, AND ADVOCATING FOR THE ORGANIZATION'S LEGISLATIVE PRIORITIES. 0 0 265556 261556 4000 32756 32756 0 4000 ACCRUED PENSION BENEFITS 176713 LEASE LIABILITY 29426 LINE OF CREDIT 100000 306139 X 3442537 0 3442537 0 3442537 3246223 0 3246223 0 3246223 PART X, LINE 2: THE ORGANIZATION IS A NONPROFIT ORGANIZATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE ("IRC") AND IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES. INCOME GENERATED BY ACTIVITIES THAT WOULD BE CONSIDERED UNRELATED TO THE ORGANIZATION'S MISSION WOULD BE SUBJECT TO TAX WHICH, IF INCURRED, WOULD BE RECOGNIZED AS A CURRENT EXPENSE. NO SUCH TAX HAS BEEN RECOGNIZED FOR THE YEARS ENDED DECEMBER 31, 2022 AND 2021. 1 LUMBER RIVER UNITED WAY PO BOX 2652 LUMBERTON NC 28359 581636285 501(C)(3) 100000 0 UNITED WAY SUPPORT UNITED WAY OF ALAMANCE COUNTY 220 E FRONT ST BURLINGTON NC 27215 560599239 501(C)(3) 100000 0 UNITED WAY SUPPORT 2 PART I, LINE 2: THE GRANTED FUNDS TO LOCAL UNITED WAYS COME FROM VARIOUS SOURCES, THEREFORE THE UNITED WAY OF NORTH CAROLINA (UWNC) COMBINES THE REPORTING REQUIREMENTS OF ALL REQUESTS, IN WRITING, SPECIFICS ON HOW DOLLARS WERE SPENT, TOTAL AMOUNT SPENT AND FOR WHAT PURPOSE IN REGULAR INTERVALS. THIS INFORMATION IS SUBMITTED TO A STAFF PERSON WHO MONITORS COMPLIANCE WITH GRANT TERMS. FORM 990, PART VI, SECTION A, LINE 6 THE MEMBERS OF THE CORPORATION SHALL CONSIST OF THE MEMBERS OF THE BOARDS OF DIRECTORS AND PROFESSIONAL STAFF OF SUPPORTING LOCAL UNITED WAYS, TOGETHER WITH THE MEMBERS OF THE BOARD OF DIRECTORS AND THE MEMBERS OF THE STANDING COMMITTEES OF UNITED WAY OF NORTH CAROLINA, AND SUCH OTHER PERSONS WHO MAY BE NOMINATED BY COMMITTEE AND APPROVED AT THE ANNUAL MEETING. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF DIRECTORS IS CHOSEN FROM NOMINATIONS MADE BY LOCAL UNITED WAYS, PARTNERS OR STAFF TO ALIGN WITH GEOGRAPHIC, DIVERSITY AND EQUITY STANDARDS OF THE ORGANIZATION. ONE-THIRD OF THE DIRECTORS SHALL BE ELECTED ANNUALLY FOR A THREE-YEAR TERM TO REPLACE THOSE WHOSE TERMS SHALL HAVE EXPIRED. ALL DULY ELECTED DIRECTORS SHALL SERVE UNTIL THE ELECTION AND ACCEPTANCE OF THEIR DULY QUALIFIED SUCCESSORS. ALL VACANCIES ON THE BOARD OCCURRING BETWEEN ANNUAL MEETINGS OF THE MEMBERSHIP MAY BE FILLED BY THE BOARD UNTIL THE NEXT ANNUAL MEETING. FORM 990, PART VI, SECTION B, LINE 11B THE 990 DRAFT IS PRESENTED TO THE AUDIT COMMITTEE THAT MAKES A RECOMMENDATION TO ACCEPT THE DRAFT OR REVISE IT. THE FINAL DRAFT IS PRESENTED FOR VOTE WITH EITHER THE EXECUTIVE COMMITTEE OR BOARD DEPENDING ON MEETING SCHEDULE OF THE FULL BOARD. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS AND DIRECTORS ARE REQUIRED TO SIGN A CONFLICT OF INTEREST STATEMENT EACH YEAR. THE PRESIDENT OF THE UNITED WAY OF NORTH CAROLINA WOULD BE AWARE OF ANY NEW DOLLARS AWARDED TO A BOARD MEMBER'S ORGANIZATION, AND WOULD BE FAMILIAR WITH ALL TERMS OF THE GRANT OR CONTRACT PAYMENT. IF ISSUES AROSE, THE PRESIDENT WOULD BRING THEM TO THE BOARD CHAIR FOR REVIEW. FORM 990, PART VI, SECTION B, LINE 15A THE FULL BOARD VOTES ON THE PRESIDENT'S COMPENSATION DURING THE ANNUAL BUDGET APPROVAL PROCESS. FORM 990, PART VI, SECTION C, LINE 19 THE NORTH CAROLINA SECRETARY OF STATE REQUIRES POSTING OF ALL DOCUMENTS THAT RESULT IN CHARITABLE LICENSING EACH YEAR. ALL OTHER DOCUMENTS ARE AVAILABLE UPON REQUEST BY ANY PERSON. FORM 990, PART IX, LINE 11G CONSULTING: PROGRAM SERVICE EXPENSES 608,043. MANAGEMENT AND GENERAL EXPENSES 95,629. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 703,672. CONTRACT LABOR: PROGRAM SERVICE EXPENSES 190,041. MANAGEMENT AND GENERAL EXPENSES 29,888. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 219,929. FORM 990, PART XI, LINE 9: PERIODIC PENSION COST -122,365. FORM 990, PART XII, LINE 2C: THE PROCESS DID NOT CHANGE FROM THE PRIOR YEAR.