2023-07-19T06:16:36-05:00 2022-12-31 561607661 LOWDERMILK CHURCH & CO LLP 121 NORTH STERLING STREET MORGANTON NC 28655 990 2022-01-01 560774714 CATAWBA COUNTY UNITED WAY INC CATA 8283276851 PO BOX 2425 HICKORY NC 28603 MARK BUMGARNER EXECUTIVE DIRECTOR 8283276861 2023-06-23 1 MARK BUMGARNER 999009999 0 PHILLIP E CHURCH P00092400 8284331226 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z MARK BUMGARNER PO BOX 2425 HICKORY NC 28603 1292142 0 X WWW.CCUNITEDWAY.COM X 1985 NC THE MISSION OF THE CATAWBA COUNTY UNITED WAY IS TO INCREASE THE ORGANIZED CAPACITY OF PEOPLE TO HELP OTHERS BY MOBILIZING THE CARING POWER OF OUR COMMUNITY. THE MISSION IS CARRIED OUT THROUGH THE FUNDRAISING CAMPAIGNS. 28 28 5 0 0 0 1154726 1264612 0 0 6733 6538 0 20992 1161459 1292142 645868 493849 0 0 282888 357173 0 0 172321 177884 310968 1106640 1161990 54819 130152 2586138 2722326 43925 49960 2542213 2672366 THE MISSION OF CATAWBA COUNTY UNITED WAY IS TO INCREASE THE ORGANIZED CAPACITY OF PEOPLE TO HELP OTHERS BY MOBILIZING THE CARING POWER OF OUR COMMUNITY. THE MISSION IS CARRIED OUT THROUGH THE FUNDRAISING CAMPAIGNS. 0 0 632116 493849 27530 CATAWBA COUNTY UNITED WAY PROVIDES FUNDING TO SUPPORT 16 LOCAL NON PROFIT AGENCIES THAT SERVE THE INCOME, HEALTH AND EDUCATION IMPACT AREAS OF CATAWBA AND SURROUNDING COUNTIES. THE UNITED WAY ALSO FUNDS VARIOUS SPECIAL PROJECTS DURING THE YEAR INCLUDING 211 CALL CENTER, BACKPACK YOUTH, CHRISTMAS BUREAU, YOUTH COUNCIL AND OTHER SPECIFIC NEEDS WITHIN THE COMMUNITY. 215867 CATAWBA COUNTY UNITED WAY WORKS WITHIN THE COMMUNITY TO OPERATE PROGRAMS IN THE PUBLIC INFORMATION AND COLLABORATION PROGRAM AREA. 64999 CATAWBA COUNTY UNITED WAY WORKS WITHIN THE COMMUNITY TO OPERATE PROGRAMS IN THE PLANNING AND EVALUATION AREA. 912982 1 1 0 0 0 0 0 0 0 1 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 1 0 0 0 0 0 0 0 0 1 1 0 5 0 0 0 0 0 0 0 0 0 0 0 X 28 28 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X X SHANNA CLARK 8283276851 2760 TATE BLVD SE HICKORY NC 28602 AMY GUYER PRESIDENT 2.00 X X 0 0 0 JOHANN LOUCHEZ VICE PRESIDENT 2.00 X X 0 0 0 PATRICK UNDERDOWN TREASURER 2.00 X X 0 0 0 HENRY MORPHIS PAST PRESIDENT 2.00 X X 0 0 0 KAREN HARRINGTON CAMPAIGN VICE CHAIR 1.00 X 0 0 0 MARSHALL DEAL BOARD MEMBER 1.00 X 0 0 0 CASSIA DOWDY BOARD MEMBER 1.00 X 0 0 0 KIRSTEN MAYNARD BOARD MEMBER 1.00 X 0 0 0 HONEY ESTRADA BOARD MEMBER 1.00 X 0 0 0 JAY TEETER BOARD MEMBER 1.00 X 0 0 0 KENNETH TEMPLE BOARD MEMBER 1.00 X 0 0 0 RAE THOMPSON BOARD MEMBER 1.00 X 0 0 0 KIMBERLY WHITLEY BOARD MEMBER 1.00 X 0 0 0 AVERY STALEY BOARD MEMBER 1.00 X 0 0 0 DR FELICIA SIMMONS BOARD MEMBER 1.00 X 0 0 0 MARCHETA CAMPBELL BOARD MEMBER 1.00 X 0 0 0 BEVERLY DANNER BOARD MEMBER 1.00 X 0 0 0 SARAH RHODES BOARD MEMBER 1.00 X 0 0 0 PATRICK BROOS BOARD MEMBER 1.00 X 0 0 0 TAMMY SMITH BOARD MEMBER 1.00 X 0 0 0 DR BRIAN TAYLOR BOARD MEMBER 1.00 X 0 0 0 DR BRETT STARR BOARD MEMBER 1.00 X 0 0 0 MICHAEL EDWARDS BOARD MEMBER 1.00 X 0 0 0 DON BROWN BOARD MEMBER 1.00 X 0 0 0 BROOKE CLARK BOARD MEMBER 1.00 X X 0 0 0 MADELINE FINLEY BOARD MEMBER 1.00 X 0 0 0 KRISTY HEDRICK BOARD MEMBER 1.00 X 0 0 0 SUSAN MATTHEWS BOARD MEMBER 1.00 X 0 0 0 MARK BUMGARNER EXECUTIVE DIRECTOR 40.00 X 82643 0 0 82643 0 0 0 0 0 0 0 1264612 61456 1264612 6538 6538 MISCELLAENOUS 456199 20992 20992 20992 1292142 27530 0 0 493849 493849 272334 159441 46420 66473 65186 25943 12466 26777 19653 11185 3511 4957 7501 4688 844 1969 16096 10060 1811 4225 11 7 1 3 30204 19255 3020 7929 15394 9621 1732 4041 EVENTS AND SPECIAL PROJ 111141 111141 CAMPAIGN EXPENSES 39894 39894 NON FINANCIAL ASSETS DI 29567 29567 DUES AND LICENSES 16841 10525 1895 4421 44319 27700 4987 11632 1161990 912982 76687 172321 1555422 1485073 130000 130000 257194 427873 3481 23677 816882 171264 598475 645618 41566 10085 2586138 2722326 9663 13249 34262 36711 43925 49960 X 2091986 2143625 450227 528741 2542213 2672366 2586138 2722326 X 130152 1 X 0 1 X 1 0 X 1218966 1434588 1154726 1127227 1264261 6199768 1218966 1434588 1154726 1127227 1264261 6199768 0 0 0 6199768 3531 6321 5954 6733 6538 29077 3531 6321 5954 6733 6538 29077 20992 20992 1222497 1440909 1160680 1133960 1291791 6249837 0.99200 0.99620 0.00470 0.00380 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 356168 2680 358848 350632 5536 356168 350632 350632 347365 3267 350632 344998 2367 347365 0 0 153659 153659 523677 123582 400095 22700 2862 19838 116846 44820 72026 645618 DESIGNATIONS PAYABLE 36711 36711 X 1292142 0 1292142 0 1292142 1161990 0 1161990 0 1161990 PART V, LINE 4: THE DESIGNATED ENDOWMENT SHALL BE DEVOTED TO THE SUPPORT OF CATAWBA COUNTY UNITED WAY, INC. UNTIL SUCH TIME AS THE CHARITABLE USE, IN THE JUDGEMENT OF THE UNITED WAY'S BOARD OF DIRECTORS, SHALL HAVE BECOME UNNECCESSARY, UNDESIRABLE, IMPRACTIBLE, INCAPABLE OF FULFILLMENT OR INCONSISTENT WITH THE CHARITABLE NEEDS OF THE COMMUNITY SERVED BY THE CATAWBA COUNTY UNITED WAY. IN ANY OF SUCH EVENTS, THE DESIGNATED ENDOWMENT SHALL BE REDIRECTED TO THE MOST SIMILAR CAUSE AS DETERMINED BY THE UNITED WAY'S BOARD OF DIRECTORS. PART X, LINE 2: FASB ASC 740-10, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME POSITIONS. BASED ON AN EVALUATION OF UNCERTAIN TAX POSITIONS, MANAGEMENT IS REQUIRED TO MEASURE POTENTIAL TAX LIABILITIES THAT COULD HAVE A RISK OF GREATER THAN A 50% LIKELIHOOD OF BEING REALIZED UPON SETTLEMENT. AS OF DECEMBER 31, 2022 MANAGEMENT HAS DETERMINED THAT THE ORGANIZATION HAS NO SUCH RISK AND, THEREFORE, NO LIABILITIES HAVE BEEN RECORDED FOR UNCERTAIN TAX POSITIONS. THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501C3 OF THE INTERNAL REVENUE CODE, EXCEPT ON NET INCOME DERIVED FROM UNRELATED BUSINESS ACTIVITIES. THE ORGANIZATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN AND, AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS MATERIAL TO THE FINANCIAL STATEMENTS. 1 ADULT LIFE PROGRAMS PO BOX 907 HICKORY NC 28603 581509463 501C3 30000 0 ADULT DAY CARE AND ADULT DAY HEALTH SERVICES FOR INDIVIDUALS IN CATAWBA COUNTY BLUE RIDGE PIEDMONT CHAPTER AMERICAN RED CROSS PO BOX 1329 HICKORY NC 28603 566000033 501C3 10000 0 EMERGENCY SERVICES, COMMUNITY SERVICES AND COMMUNITY EDUCATION CLASSES CATAWBA COUNTY COUNCIL ON ADOLESCENTS 1120 FAIRGROVE CHURCH RD SUITE 22 HICKORY NC 28602 561495433 501C3 43000 0 IN SCHOOL PREVENTION OUTREACH AND LIFESKILLS PROGRAMS AND MONITORING PROGRAMS CATAWBA COUNTY DSS SENOIR NUTRITION PROGRAM PO BOX 207 NEWTON NC 28658 566001814 20000 0 SENIOR NUTRITON SERVICES COMMUNITY RIDGE DAY CARE PO BOX 1322 HICKORY NC 28603 581313038 501C3 10000 0 CHILDCARE EXODUS HOMES PO BOX 3311 HICKORY NC 28603 562109492 501C3 52000 0 TRANSITIONAL HOUSING AND SUPPORT FOR MEDICALLY ASSISTED RECOVERY FAMILY GUIDANCE CENTER 17 HWY 70 SE HICKORY NC 28602 566020417 501C3 167000 0 FIRST STEP SEXUAL ASSAULT, DOMESTIC VIOLENCE , CONSUMER CREDIT AND INDIVIDUAL AND FAMILY COUNSELING GREATER HICKORY COOPERATIVE CHRISTIAN MINISTRY 31 1ST AVE SE HICKORY NC 28602 560934855 501C3 10000 0 CRISIS FINANCIAL ASSISTANCE FOR RENT/ MORTGAGE CATAWBA COUNTY PARTNERSHIP FOR CHILDREN PO BOX 3123 HICKORY NC 28603 582139135 501C3 19000 0 IMAGINATION LIBRARY PROGRAM PATRICK BEAVER LEARNING RESOURCE CENTER PO BOX 255 HICKORY NC 28603 562160295 501C3 11000 0 TUTORING PRORAM TO IMPROVE LITERACY FOR CHILDREN GRADES K-3 SIPES ORCHARD HOME 4431 COUNTY HOME RD CONOVER NC 28613 560547524 501C3 15000 0 HOUSTON TRANSITIONAL HOUSING PROGRAM THE SALVATION ARMY PO BOX 1167 HICKORY NC 28603 135562351 501C3 51000 0 FINANCIAL CRISIS ASSISTANCE AND HOMELESS SHELTER THE SALVATION ARMY JR BOYS AND GIRLS CLUB PO BOX 1167 HICKORY NC 28603 135562351 5013 18000 0 AFTER SCHOOL AND SUMMER SCHOOL PROGRAMS 13 1 X 1 23986 MARKET VALUE X MISCELLANEOUS 5 5581 DONATED VALUE 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE COMPLETE IRS 990 IS FIRST PRESENTED TO AND REVIEWED WITH THE FINANCE AND EXECUTIVE COMMITTEE. THE FORM 990 IS THEN PRESENTED TO THE FULL BOARD FOR APPROVAL PRIOR TO FILING FORM 990, PART VI, SECTION B, LINE 12C ANY ACTUAL OR POTENTIAL CONFLICT OF INTEREST MUST BE DISCLOSED AS SOON AS THE MEMBER IS AWARE OF THE CONFLICT. THE MEMBER WILL RETIRE FROM ALL DELIBERATION AND NOT PARTICIPATE IN VOTING ON THE MATTER. THE BOARD MEMBERS ANNUALLY REVIEW THE CODE OF VALUES AND ETHICS AND DISCLOSE IN WRITING ANY CONFLICTS OF INTEREST OF WHICH THEY ARE AWARE. NEW BOARD MEMBERS REVIEW THE POLICY AND DISCLOSE AT NEW MEMBER ORIENTATION. FORM 990, PART VI, SECTION B, LINE 15 THE SALARIES FOR ALL STAFF MEMBERS, INCLUDING THE EXECUTIVE DIRECTOR AND FINANCE OFFICER, ARE REVIEWED AND APPROVED ANNUALLY BY THE BOARD OF DIRECTORS. COMPENSATION IS REVIEWED USING COMPARABLE SALARY DATA FROM UNITED WAY WORLDWIDE, COMPARING SALARIES OF OTHER METRO 4 SIZE UNITED WAYS, NATIONALLY AND REGIONALLY. FORM 990, PART VI, SECTION C, LINE 19 THE IRS FORM 990 IS POSTED ON ORGANZIATION'S WEBSITE FOR PUBLIC INSPECTION. THIS FORM, ALONG WITH AUDITED FINANCIAL STATEMENTS, COPIES OF OTHER GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: ROUNDING 1.