2024-02-16T15:33:47-06:00 2023-06-30 410746749 CLIFTONLARSONALLEN LLP 227 WEST TRADE STREET SUITE 800 CHARLOTTE NC 28202 990 2022-07-01 560529948 UNITED WAY OF GREATER CHARLOTTE INC UNIT 7043727170 601 E FIFTH ST 350 CHARLOTTE NC 28202 LAURA YATES CLARK PRESIDENT AND CEO 7043727170 2024-02-15 1 LAURA YATES CLARK 999009999 0 JOHN NORMAN P01506766 7049985200 2024-02-15 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z LAURA YATES CLARK 601 E FIFTH ST 350 CHARLOTTE NC 28202 21301840 0 X WWW.UNITEDWAYGREATERCLT.ORG X 1958 NC UNITED WAY USES COLLECTIVE GIVING TO ADVANCE ECONOMIC MOBILITY AND RACIAL EQUITY, PRIMARILY THROUGH NEIGHBORHOOD-BASED, GRASSROOTS AND RESPONSIVE SOLUTIONS. AT UNITED WAY, WE FIND FRESH SOLUTIONS TO SOLVE ECONOMIC MOBILITY AND RACIAL INEQUITY, WORKING HAND IN HAND WITH NEIGHBORHOODS AND GRASSROOTS NONPROFITS. WITHIN OUR COMMUNITY, WE'VE BROKEN DOWN BARRIERS TO CREATE UNIQUELY IMPACTFUL PROGRAMS THAT HELP LIFT PEOPLE OUT OF POVERTY. 27 27 30 2029 0 0 22944285 20245701 59551 76226 632369 555834 614934 2303 24251139 20880064 15652010 13838753 0 0 3127631 3665647 0 0 1807942 2066747 3291613 20846388 20796013 3404751 84051 28665296 30441279 6892042 7814121 21773254 22627158 X UNITED WAY USES COLLECTIVE GIVING TO ADVANCE ECONOMIC MOBILITY AND RACIAL EQUITY, PRIMARILY THROUGH NEIGHBORHOOD-BASED, GRASSROOTS AND RESPONSIVE SOLUTIONS.CONTINUED ON SCHEDULE O.UNITED WAY WAS FOUNDED 90 YEARS AGO IN MECKLENBURG COUNTY AS "EMERGENCY RELIEF" TO HELP PEOPLE AFFECTED BY THE GREAT DEPRESSION THROUGH THE POWER OF COLLECTIVEGIVING.WE WORK AS A FOCUSED, COLLABORATIVE TEAM WITHIN GREATER CHARLOTTE, DEVELOPING TAILORED SOLUTIONS FOR EACH PART OF OUR REGION TO ADDRESS ECONOMIC MOBILITY. SERVING ANSON, CABARRUS, MECKLENBURG AND UNION COUNTIES, OUR ACTIONS ALIGN WITH THE STRATEGIES IDENTIFIED BY RESIDENTS OF THOSE COMMUNITIES.LEADERSHIP: COLLABORATING WITH LOCAL GOVERNMENT AGENCIES, BUSINESSES, FAITH COMMUNITIES, DONORS AND VOLUNTEERS TO MOBILIZE RESOURCES QUICKLY AND EFFICIENTLY AND ADVANCE LASTING SOLUTIONS, UNITED WAY IS ENSURING THE MOST VULNERABLE POPULATIONS HAVE THE OPPORTUNITY TO ACHIEVE ECONOMIC MOBILITY. 0 0 7857234 6517986 GOVERNMENT GRANTS: UNITED WAY PARTNERS WITH THE CITY OF CHARLOTTE AND THE STATE OF NORTH CAROLINA TO DISTRIBUTE FUNDS TO ORGANIZATIONS AND COALITIONS THAT, TOGETHER, WORK TO END HOMELESSNESS.ADDRESSING HOMELESSNESS: DURING FY21 UNITED WAY BEGAN ADMINISTERING VARIOUS GOVERNMENT PROGRAMS THAT WERE ESTABLISHED LARGELY IN RESPONSE TO THE COVID-19 PANDEMIC. THESE PROGRAMS WERE FOCUSED ON SUPPORTING NON-PROFIT ORGANIZATIONS IN COMMUNITIES WE SERVE AS WELL AS VARIOUS PROGRAMS THAT ARE AIMED AT MOVING THOSE EXPERIENCING OR AT RISK OF HOMELESSNESS INTO HOUSING. UNITED WAY RECEIVES LITTLE OR NO COMPENSATION FOR PROVIDING SERVICES UNDER THESE ARRANGEMENTS. 7338049 6090736 COMMUNITY INVESTMENT: THE COMMUNITY INVESTMENT PROCESS FOCUSES ON ECONOMIC MOBILITY ACROSS THE REGION, WHILE ALSO HELPING PROVIDE A SAFETY NET FOR PEOPLE AND FAMILIES IN NEED. ANNUALLY, UNITED WAY OF GREATER CHARLOTTE INVESTS IN MORE THAN 100 LOCAL NONPROFIT AGENCIES AND INITIATIVES THROUGH THE FUNDING PROVIDED BY GENEROUS CORPORATE AND PRIVATE FOUNDATIONS, THE PUBLIC SECTOR, AND INDIVIDUAL DONORS.(CONTINUED ON SCHEDULE O) UNITED WAY TAILORS ITS COMMUNITY INVESTMENT PROCESS TO THE ASSETS, STRENGTHS AND NEEDS OF EACH COUNTY IN OUR FOUR-COUNTY FOOTPRINT. IN MECKLENBURG COUNTY, UNITED WAY FUNDS TWO INITIATIVES:1) UNITED NEIGHBORHOODS IS CHANGING THE ODDS IN DISINVESTED COMMUNITIES BY SUPPORTING RESIDENT-DRIVEN NEIGHBORHOOD REVITALIZATION EFFORTS THAT IMPROVE ECONOMIC MOBILITY SO THAT A PERSON'S ZIP CODE NO LONGER DETERMINES THEIR FUTURE SUCCESS IN THE CHARLOTTE REGION. UNITED WAY LAUNCHED UNITED NEIGHBORHOODS IN SEPTEMBER 2017 WITH AN INVESTMENT OVER THREE YEARS INTO THE GRIER HEIGHTS AND RENAISSANCE WEST NEIGHBORHOODS IN CHARLOTTE. WE EXPANDED TO THE LAKEVIEW NEIGHBORHOOD IN FY22. IN FY23, UNITED WAY DEEPENED OUR COMMITMENT TO UNITED NEIGHBORHOODS, INVESTING $4.9M IN 50+ HISTORICALLY DISINVESTED NEIGHBORHOODS IN THE CITY OF CHARLOTTE, AND IN NORTHERN MECKLENBURG COUNTY.UNITED NEIGHBORHOODS FOCUSES ON PARTNERSHIPS WITH RESIDENTS, COMMUNITY LEADERS, BUSINESSES, AND NON-PROFITS, BACKED BY MULTI-YEAR FUNDING AND STAFF RESOURCES FROM UNITED WAY. FROM FY18 TO FY22, NEARLY 50 COMMUNITY PARTNERS PROVIDED SUPPORT THROUGH THE UNITED NEIGHBORHOODS PROGRAM. IN FY23, 50 NEIGHBORHOOD RESIDENTS PARTICIPATED IN THE GRANT REVIEW PROCESS, SELECTING THE ORGANIZATIONS THAT WOULD RECEIVE FUNDING TO PROVIDE SERVICES WITHIN THEIR COMMUNITIES. THE PROGRAM ASSISTS THE COMMUNITIES WITH HELPING FAMILIES BECOME FINANCIALLY STABLE, FIND AFFORDABLE HOUSING, AND PREPARE CHILDREN TO ENTER SCHOOL READY TO READ AND LEARN.UNITED NEIGHBORHOODS ALSO SUPPORTS NEIGHBORHOODS THAT ARE IN THE EARLY STAGES OF COMPREHENSIVE REVITALIZATION WITH "BLOCK BUILDING GRANTS." THESE GRANTS ARE FOCUSED ON BUILDING THE CAPACITY OF "COMMUNITY QUARTERBACK ORGANIZATIONS, FUNDING COMMUNITY ENGAGEMENT ACTIVITIES AND COMPLETING RESIDENT-DRIVEN NEIGHBORHOOD PLANNING TO IDENTIFY NEEDS AND SOLUTIONS.2) UNITE CHARLOTTE SUPPORTS NEW AND GRASSROOTS ORGANIZATIONS THROUGH GRANTS AND CAPACITY-BUILDING ACTIVITIES FOCUSED ON IMPROVING RACIAL EQUITY AND ADVANCING ECONOMIC MOBILITY. THROUGH THIS INITIATIVE, UNITED WAY SUPPORTS DOZENS OF SMALL AND GRASSROOTS ORGANIZATIONS, THE MAJORITY AND FOUNDED AND LED BY PEOPLE OF COLOR.UNITE CHARLOTTE WAS FOUNDED AS A COLLABORATIVE EFFORT WITH OTHER LOCAL FUNDERS AND COMMUNITY LEADERS TO ADDRESS ISSUES THAT LED TO THE UNREST IN CHARLOTTE IN THE FALL OF 2016. THROUGH THIS INITIATIVE, DOZENS OF SMALL ORGANIZATIONS, WORKING OUTSIDE THE SPOTLIGHT TO SUPPORT AND EMPOWER DISINVESTED COMMUNITIES, HAVE RECEIVED GRANTS RANGING FROM $5,000 TO $60,000 AS WELL AS CAPACITY-BUILDING TRAINING.UNITED WAY FUNDING, TECHNICAL ASSISTANCE AND GUIDANCE HELP STABILIZE AND GROW NON-PROFITS, PREPARING THEM TO SECURE ADDITIONAL PUBLIC AND PRIVATE FUNDING. WE ALSO WORK TO STRENGTHEN THE LEADERSHIP CAPABILITIES WITHIN UNITE CHARLOTTE ORGANIZATIONS IN ORDER TO GROW A MORE DIVERSE AND INCLUSIVE PIPELINE OF LEADERS FOR CHARLOTTE'S NON-PROFIT SECTOR. IN FY23, 45 DEDICATED VOLUNTEERS PARTICIPATED IN THE GRANT REVIEW PROCESS, EVALUATING AGENCY APPLICATIONS TO IDENTIFY THOSE ORGANIZATIONS THAT CAN GENERATE THE GREATEST IMPACT.IN ANSON COUNTY, UNITED WAY FUNDING SUPPORTS ORGANIZATIONS ADDRESSING RESIDENTS' BASIC NEEDS, INCLUDING FOOD SECURITY, RENT AND UTILITY ASSISTANCE, AND HOUSING. RECOGNIZING THE IMPORTANCE OF PROVIDING CHILDREN AND YOUTH A PATHWAY OUT OF POVERTY, UNITED WAY ALSO SUPPORTED ORGANIZATIONS FOCUSED ON EARLY CHILDHOOD DEVELOPMENT AND YOUTH MENTORING. IN FY23, VOLUNTEERS AWARDED FUNDING TO SIX AGENCIES WORKING IN ANSON COUNTY.IN CABARRUS COUNTY, UNITED WAY'S INVESTMENTS SUPPORT A COLLABORATION BETWEEN MENTAL HEALTH PROFESSIONALS AND COMMUNITY ORGANIZATIONS. BROADLY, THE COLLABORATIVE'S GOALS ARE TO REDUCE STIGMA AROUND MENTAL HEALTH, PREPARE INDIVIDUALS TO RESPOND TO MENTAL HEALTH CRISES, AND PROVIDE RESOURCES TO SUPPORT MENTAL WELLNESS. IN FY23, VOLUNTEERS AWARDED FUNDING TO SIX AGENCIES WORKING IN CABARRUS COUNTY.IN UNION COUNTY, UNITED WAY'S FUNDING SUPPORTS ORGANIZATIONS ADDRESSING A RANGE OF CRITICAL NEEDS, INCLUDING EDUCATION ACCESS AND QUALITY, HEALTHCARE ACCESS AND QUALITY, AND ECONOMIC STABILITY, INCLUDING HOUSING, EMPLOYMENT, AND FOOD SECURITY. UNITED WAY FUNDING ALSO ADDRESSES A CRITICAL GAP IN SERVICES IN UNION COUNTY BY FUNDING ORGANIZATIONS SUPPORTING PROGRAMS THAT OFFER VOCATIONAL TRAINING AND AFTER SCHOOL SUPPORT FOR YOUTH AND ADULTS LIVING WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES. IN FY23, VOLUNTEERS AWARDED FUNDING TO 15 AGENCIES WORKING IN UNION COUNTY.ACROSS ALL FOUR COUNTIES, UNITED WAY'S IMPACT STRATEGY ADVANCES RECOMMENDATIONS FROM THE CHARLOTTE-MECKLENBURG OPPORTUNITY TASK FORCE REPORT. UNITED WAY FOCUSES ON IMPROVING ECONOMIC MOBILITY THROUGH EDUCATION, HEALTH AND FINANCIAL STABILITY WHILE SIMULTANEOUSLY FOCUSING ON BUILDING STRONGER NEIGHBORHOODS, INCREASING RACIAL EQUITY AND IMPROVING THE SYSTEMS THAT SERVE CHILDREN AND FAMILIES.RESULTS FROM AGENCY PROGRAMS FUNDED BY UNITED WAY:- 25,041 CHILDREN ENROLLED IN UNITED WAY FUNDED PARTNER PROGRAMS RECEIVED HIGH QUALITY EARLY EDUCATION.- 4,382 STUDENTS ENROLLED IN UNITED WAY FUNDED PARTNER PROGRAMS SUCCEEDED ACADEMICALLY - 11,022 INDIVIDUALS PARTICIPATING IN UNITED WAY FUNDED PARTNER PROGRAMS ACCESSED HIGH QUALITY HEALTH OR MENTAL HEALTH CARE- 3,496 INDIVIDUALS ENROLLED IN UNITED WAY FUNDED PARTNER PROGRAMS IMPROVED THEIR JOB READINESS OR JOB SKILLSUNITED WAY'S BOARD APPROVES GRANT AWARDS ANNUALLY. GRANT FUNDING CYCLES GENERALLY BEGIN ON JANUARY 1 AND CONCLUDE ON DECEMBER 31. WE MAXIMIZE THE FUNDS PROVIDED BY DONORS BY DIRECTING THEM TOWARD CRITICAL PROGRAMS THAT ADVANCE ECONOMIC MOBILITY AND RACIAL EQUITY. 1230031 1230031 DESIGNATIONS TO OTHER UNITED WAYS AND OTHER 501(C)(3) ORGANIZATIONS: DONORS MAY DIRECT THEIR CONTRIBUTIONS TO OUT OF AREA UNITED WAYS OR QUALIFIED TAX-EXEMPT ORGANIZATIONS THAT PROVIDE SERVICES IN THE AREAS OF HEALTH, HOUSING, AND CHILDREN AND YOUTH. THESE FUNDS ARE RAISED AND DISTRIBUTED BY OUR UNITED WAY TO THE ORGANIZATIONS. 1162148 76226 CRITICAL NEEDS: UNITED WAY OF GREATER CHARLOTTE UNDERSTANDS THAT MANY PEOPLE ACROSS THE FOUR-COUNTY REGION ARE LIVING IN A CRISIS SITUATION EVERY DAY. UNITED WAY IS COMMITTED TO CHANGING THAT BY PROVIDING FLEXIBLE FUNDING TO MORE THAN 100 NON-PROFITS WORKING YEAR-ROUND TO MEET THE NEEDS OF OUR MOST VULNERABLE RESIDENTS.2-1-1: NC 2-1-1 IS A SERVICE PROVIDED BY THE UNITED WAY OF NORTH CAROLINA AND IS NORTH CAROLINA'S RESOURCE FOR FREE INFORMATION AND REFERRAL SERVICES REGARDING HEALTH AND HUMAN SERVICES AND RESOURCES. NC 2-1-1 HAS A DATABASE OF OVER 19,000 RESOURCES, INCLUDING FOOD PANTRIES, HOMELESS SHELTERS, UTILITY AND RENTAL ASSISTANCE, HEALTH CLINICS, PRESCRIPTION DRUG ASSISTANCE, COUNSELING AND SUBSTANCE ABUSE SERVICES, CHILD CARE RESOURCES, SENIOR RESOURCES, RESOURCES FOR PERSONS WITH DISABILITIES AND MUCH MORE. VOLUNTEERISM: UNITED WAY GREATER CHARLOTTE'S VOLUNTEER ENGAGEMENT EFFORTS ALIGN WITH THE OVERALL STRATEGIC DIRECTION OF THE ORGANIZATION BY FOCUSING ON GENERATING REAL IMPACT FOR OUR PARTNER NONPROFIT AGENCIES AND RAISING REVENUE TO FURTHER OUR MISSION. SKILL-BASED VOLUNTEERING AND FEE-FOR-SERVICE MANAGED PROJECTS ARE THE PRIMARY AREAS OF EMPHASIS. THROUGH OUR WEBSITE, WE OFFER REFERRALS FOR INDIVIDUALS, GROUPS OR COMPANIES LOOKING FOR VOLUNTEER OPPORTUNITIES AND ENCOURAGE THEM TO MAKE ARRANGEMENTS DIRECTLY WITH THOSE AGENCIES LISTED. UNITED WAY ALSO ENGAGES VOLUNTEERS THROUGH BOARD/COMMITTEE AND COMMUNITY INVESTMENT VOLUNTEER OPPORTUNITIES. 1162148 76226 17587462 1 1 0 0 0 0 0 0 0 0 1 1 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 68 0 30 1 0 0 0 0 0 0 0 0 0 0 0 0 X 27 27 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 NC X X X ASCEND NONPROFIT SOLUTIONS 7049439400 601 E 5TH STREET SUITE 450 CHARLOTTE NC 28202 AVALEEN CRAWFORD WILLIAMS FINANCE VICE CHAIR 3.00 X X 0 0 0 BEAU FISHER BOARD DIRECTOR 1.00 X 0 0 0 BILL CURRENS BOARD VICE CHAIR 3.00 X X 0 0 0 BRIAN MIDDLETON COMMUNITY IMPACT CHAIR 3.00 X X 0 0 0 CATHY CAMPBELL CAMPAIGN CHAIR 3.00 X X 0 0 0 DENA R DIORIO BOARD DIRECTOR 1.00 X 0 0 0 DENNIS WILLIAMS BOARD DIRECTOR 1.00 X 0 0 0 HANK ALSTON CABARRUS COUNTY CHAIR 3.00 X X 0 0 0 HEATHER TAMOL BOARD DIRECTOR 1.00 X 0 0 0 HENDRICK ELLIS CAMPAIGN VICE CHAIR 3.00 X X 0 0 0 JOHN FAGG BOARD DIRECTOR 1.00 X 0 0 0 KEITH GIDDENS BOARD DIRECTOR 1.00 X 0 0 0 JOE WALL FINANCE CHAIR 3.00 X X 0 0 0 LULA JACKSON ANSON COUNTY CHAIR 3.00 X X 0 0 0 MARCEL SOLOMON VOLUNTEER ADVISORY REP 1.00 X 0 0 0 MICHELE JULIANA BOARD DIRECTOR 1.00 X 0 0 0 MITCH GIBSON BOARD DIRECTOR 1.00 X 0 0 0 MYRA FOSTER BOARD DIRECTOR 1.00 X 0 0 0 PAMELA WIDEMAN BOARD DIRECTOR 1.00 X 0 0 0 RAJ NATARAJAN BOARD CHAIR 3.00 X X 0 0 0 RHETT BROWN UNION COUNTY CHAIR 3.00 X X 0 0 0 RON MESSENGER SECOND VICE CHAIR 3.00 X X 0 0 0 SHAWN HEATH BOARD DIRECTOR 1.00 X 0 0 0 SIL GANZO PARTNER AGENCY REP 1.00 X 0 0 0 TODD PEARCE BOARD DIRECTOR 1.00 X 0 0 0 WILL ALSTON COMMUNITY IMPACT VICE CHAIR 3.00 X X 0 0 0 WILL PITTS BOARD DIRECTOR 1.00 X 0 0 0 LAURA YATES CLARK PRESIDENT/CEO 50.00 X 344750 0 28723 KATHRYN FIRMINSELLERS CHIEF IMPACT OFFICER 40.00 X 169500 0 9119 CLINT HILL CHIEF DEVELOPMENT OFFICER 40.00 X 169820 0 17759 KENDRA GREEN AVP OF DONOR OPERATIONS 40.00 X 113798 0 5997 JAMESE IVY DIRECTOR NEIGHBORHOOD INITIATIVES 40.00 X 110950 0 5559 908818 0 67157 5 0 1 0 ASCEND NONPROFIT SOLUTIONS 601 E 5TH ST STE 450 CHARLOTTE NC 28202 FINANCE AND HR SERVICES 298887 1 58851 7682320 12504530 20245701 NET ADMINISTRATIVE FEE 900099 32617 32617 43609 43609 76226 606118 606118 2303 0 2303 2303 2303 371492 421776 -50284 -50284 -50284 20880064 76226 0 558137 13838753 13838753 684070 342035 342035 2272532 1161342 146345 964845 106778 55014 18102 33662 365246 188181 61922 115143 237021 129481 32701 74839 71104 71104 1624839 1030068 486481 108290 115464 63331 24705 27428 83495 45796 17865 19834 137825 75596 29490 32739 434697 231142 78407 125148 33928 24719 2769 6440 26651 18794 211 7646 123708 65779 22314 35615 UNITED WAY DUES 295928 183581 43599 68748 EVENTS 181256 8504 3537 169215 VOLUNTEER EXPENSES 111573 105600 967 5006 MISCELLANEOUS 51145 19746 18055 13344 20796013 17587462 1400609 1807942 7580382 5982796 84 20010 8264733 8207638 95399 9391 77444 26979 1427464 844242 707481 583222 9418902 10239472 2446178 2618225 74693 2753546 28665296 30441279 1351739 702872 4526478 3889170 329190 100386 684635 3121693 6892042 7814121 X 18372656 18905349 3400598 3721809 21773254 22627158 28665296 30441279 84051 549362 220491 0 X X 0 1 X 1 1 1 X 25926150 36442612 21158396 22873632 20245701 126646491 25926150 36442612 21158396 22873632 20245701 126646491 126646491 645586 466314 820754 150499 608421 2691574 675000 614088 1289088 130627153 1840254 0.96950 0.97200 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: EXTINGUISHMENT OF DEBT - 2020 AMOUNT: $ 675,000. 2021 AMOUNT: $ 614,088. 2022 AMOUNT: $ 0. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2446178 222047 50000 2618225 2871127 5206 -410538 19617 2446178 2128723 254287 514706 26589 2871127 2100793 3490 48581 24141 2128723 1996545 1375 125982 23109 2100793 0.51420 0.48580 0 0 796505 275520 520985 630959 568722 62237 583222 POOLED FUNDS HELD BY UNITED WAY LEGACY FOUNDATION 2618225 F 2618225 OTHER RECEIVABLES 114006 RIGHT OF USE ASSET - OPERATING 2639540 2753546 DUE TO DESIGNATED AGENCIES 207000 CAMPAIGNS PROCESSED FOR OTHERS 140707 DEFERRED LEASE INCENTIVE 134446 RIGHT OF USE LEASE LIABILITY - OPERATING 2639540 3121693 X 20419886 549362 220491 -1230031 -460178 20880064 0 20880064 19565982 0 19565982 1230031 1230031 20796013 PART V, LINE 4: THE PURPOSE OF THE ORGANIZATION'S ENDOWMENT IS TO PROVIDE FINANCIAL SUPPORT TO GENERAL OPERATIONS AS WELL AS SPECIFIC PROGRAMS IDENTIFIED BY DONORS. PART X, LINE 2: U.S. GAAP REQUIRES THE ORGANIZATION TO RECOGNIZE A TAX BENEFIT OR EXPENSE FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY THE TAX AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. MANAGEMENT BELIEVES THE ORGANIZATION HAD NO UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2023 AND 2022. PART XI, LINE 2D - OTHER ADJUSTMENTS: DONOR DESIGNATIONS -1,230,031. PART XII, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATIONS 1,230,031. 1 A BRIGHTER DAY- BND MINSITRIES POST OFFICE BOX 681153 CHARLOTTE NC 28216 452814630 501(C)3 12500 0 PROGRAM OPERATING COST A GIVING HEART PROJECT INC 10926 QUALITY DR POBOX 39048 CHARLOTTE NC 28278 824277215 501(C)3 12500 0 PROGRAM OPERATING COST A SIGN OF THE TIMES OF THE CAROLINAS 6228 EAGLE PEAK DRIVE CHARLOTTE NC 28203 274766220 501(C)3 10500 0 PROGRAM OPERATING COST ACADEMIC LEARNING CENTER INC 2353 CONCORD LAKE ROAD CONCORD NC 28025 561963975 501(C)3 9750 0 PROGRAM OPERATING COST ADA JENKINS FAMILIES AND CAREERS DEVELOPMENT CENTER INC PO BOX 1842 DAVIDSON NC 28036 561927067 501(C)3 157600 0 PROGRAM OPERATING COSTSDONOR DESIGNATED FOR GENERAL SUPPORTRESTRICTED PROGRAM FUNDING TO ADVANCE CONTRACTED OUTCOMES AIM TO IMPACT 801 EAST MOREHEAD STREET CHARLOTTE NC 28202 845115319 501(C)3 54825 0 RESTRICTED PROGRAM FUNDING TO ACHIEVE CONTRACTED OUTCOMES ALLIANCE CENTER FOR EDUCATION INC 700 PARKWOOD AVENUECHARLOTTE NC 28203 CHARLOTTE NC 28215 560543244 501(C)3 12500 0 PROGRAM OPERATING COST ALLUVIUM INC 701 MORRIS STREET CHARLOTTE NC 28202 472378461 501(C)3 33100 0 PROGRAM OPERATING COSTSRESTRICTED PROGRAM FUNDING TO ADVANCE CONTRACTED OUTCOMES AMITY MEDICAL GROUP INC 6010 EAST WT HARRIS BOULDVARDCHARLO TE NC 28215 CHARLOTTE NC 28215 471195624 501(C)3 60000 0 PROGRAM OPERATING COST ANOTHER CHANCE HOUSE OF REFUGE 1708 CHAMBERS DRMATTHEWS NC 28105 MATTHEWS NC 28105 843777471 501(C)3 12500 0 PROGRAM OPERATING COST ANSON COUNTY HOMES OF HOPE 415 LEE AVENUE WADESBORO NC 28170 824688778 501(C)3 5125 0 PROGRAM OPERATING COST ANSON COUNTY PARTNERSHIP FOR CHILDREN 117 SOUTH GREENE STREET WADESBORO NC 28170 561987729 501(C)3 8605 0 PROGRAM OPERATING COSTSDONOR DESIGNATED FOR GENERAL SUPPORT ANTHONY MORROW CHARITIES 8640 UNIVERSITY CITY BLVD SUITE A3 204 CHARLOTTE NC 28213 272849928 501(C)3 20000 0 PROGRAM OPERATING COST ANUVIA PREVENTION AND RECOVERY CENTER INC 100 BILLINGSLEY ROAD CHARLOTTE NC 28211 560746601 501(C)3 66291 0 RESTRICTED PROGRAM FUNDING TO ACHIEVE CONTRACTED OUTCOMES ASPIRE COMMUNITY CAPITAL 1800 CAMDEN ROAD CHARLOTTE NC 28203 471562918 501(C)3 45000 0 PROGRAM OPERATING COST AUGUSTINE LITERACY PROJECT-CHARLOTTE 115 WEST 7TH STREET CHARLOTTE NC 28202 830822641 501(C)3 25000 0 DONOR DESIGNATED FOR GENERAL SUPPORT BARRE BELLE 5643 TIPPERLINN WAYCHARLOTTE NC 28278 CHARLOTTE NC 28216 833468094 501(C)3 12500 0 PROGRAM OPERATING COST BEATTIES FORD RD VOCATIONAL TRADE & FAMILY COUNSELING CENTER 1406 BEATTIES FORD RDCHARLOTTE NC 28216 CHARLOTTE NC 28216 814832881 501(C)3 44729 0 PROGRAM OPERATING COSTRESTRICTED PROGRAM FUNDING TO ACHIEVE CONTRACTED OUTCOMES BEDS FOR KIDS 1800 CAMDEN ROAD SUITE 107-17 CHARLOTTE NC 28203 274153074 501(C)3 10000 0 PROGRAM OPERATING COST BETA NU LAMBDA FOUNDATION (DBA BEAM FOUNDATION) PO BOX 562663CHARLOTTE NC 28256 CHARLOTTE NC 28278 562012602 501(C)3 50000 0 PROGRAM OPERATING COST BIG BROTHERS BIG SISTERS OF CENTRAL CAROLINAS 4822 ALBEMARLE ROAD SUITE 260 CHARLOTTE NC 28205 562264009 501(C)3 74239 0 DONOR DESIGNATED (AND 3RD PARTY) FOR GENERAL SUPPORT BLACK SOCIAL CAPITAL INITIATIVE INC 400 HERMITAGE RD CHARLOTTE NC 28207 853076147 501(C)3 50000 0 PROGRAM OPERATING COST BLOCK LOVE CHARLOTTE 7137 FOUNDERS CLUB COURT CHARLOTTE NC 28269 844760383 501(C)3 94934 0 PROGRAM OPERATING COSTRESTRICTED PROGRAM FUNDING TO ACHIEVE CONTRACTED OUTCOMES BOOKS WITH COLOR INC 16011-A LANCASTER HWY SUITE 181CHARLOTTE NC 28277 CHARLOTTE NC 28277 861482295 501(C)3 12500 0 PROGRAM OPERATING COST BOYS AND GIRLS CLUB OF CABARRUS COUNTY INC 247 SPRING STREET NW CONCORD NC 28025 560577630 501(C)3 29470 0 DONOR DESIGNATED (AND 3RD PARTY) FOR GENERAL SUPPORT BRENDA H TAPIA FAMILY FOUNDATION 10117 COLEY DRIVE HUNTERSVILLE NC 28078 845127402 501(C)3 12708 0 PROGRAM OPERATING COST CABARRUS COOPERATIVE CHRISTIAN MINISTRY FOUNDATION 246 COUNTRY CLUB DRIVE NE CONCORD NC 28025 561320818 501(C)3 15474 0 PROGRAM OPERATING COSTDONOR DESIGNATED (AND THIRD PARTY) FOR GENERAL SUPPORT CAMINO COMMUNITY DEVELOPMENT CORPORATION INC 133 STETSON DRIVE CHARLOTTE NC 28262 562015959 501(C)3 20000 0 PROGRAM OPERATING COST CARE RING INC 601 E 5TH STREET SUITE 140 CHARLOTTE NC 28202 560621073 501(C)3 300780 0 PROGRAM OPERATING COSTSDONOR DESIGNATED FOR GENERAL SUPPORTRESTRICTED PROGRAM FUNDING TO ADVANCE CONTRACTED OUTCOMES CAROLINA MIGRANT NETWORK 6917 LANCER DR CHARLOTTE NC 28226 850952850 501(C)3 50000 0 PROGRAM OPERATING COST CATERPILLAR MINISTRIES PO BOX 2155 HUNTERSVILLE NC 28070 465034459 501(C)3 37500 0 PROGRAM OPERATING COST CATHOLIC CHARITIES DIOCESE OF CHARLOTTE 1123 SOUTH CHURCH STREET CHARLOTTE NC 28203 561058954 501(C)3 78038 0 RESTRICTED PROGRAM FUNDING TO ACHIEVE CONTRACTED OUTCOMES CHAMPIONS OF CHANGE INC 120 ACADEMY STREET FORTMILL SC 29715 812922258 501(C)3 12500 0 PROGRAM OPERATING COST CHANGE UNIVERSITY 11008 CHASTAIN PARC DRIVECHARLOTTE NC 28216 CHARLOTTE NC 28216 863391919 501(C)3 13250 0 PROGRAM OPERATING COST CHARLOTTE BILINGUAL PRESCHOOL 6300 HIGHLAND AVENUECHARLOTTE NC 28215 CHARLOTTE NC 28215 364522499 501(C)3 65000 0 PROGRAM OPERATING COST CHARLOTTE CENTER FOR LEGAL ADVOCACY 5535 ALBEMARLE ROAD CHARLOTTE NC 28212 561202940 501(C)3 268575 0 PROGRAM OPERATING COSTDONOR DESIGNATED FOR GENERAL SUPPORT CHARLOTTE COMMUNITY HEALTH CLINIC 8401 MEDICAL PLAZA DR SUITE 300 CHARLOTTE NC 28262 562274174 501(C)3 64875 0 PROGRAM OPERATING COSTDONOR DESIGNATED FOR GENERAL SUPPORT CHARLOTTE FAMILY HOUSING INC 300 HAWTHORNE LANE CHARLOTTE NC 28204 581599120 501(C)3 38314 0 PROGRAM OPERATING COSTDONOR DESIGNATED (AND 3RD PARTY) FOR GENERAL SUPPORT CHARLOTTE SPEECH AND HEARING CENTER INC 741 KENILWORTH AVE SUITE 100 CHARLOTTE NC 28204 560892041 501(C)3 224598 0 PROGRAM OPERATING COSTDONOR DESIGNATED FOR GENERAL SUPPORT CHARLOTTE WORKS 8601 MCALPINE PARK DR SUITE 130 CHARLOTTE NC 28211 562098251 501(C)3 33500 0 PROGRAM OPERATING COST CHILD CARE RESOURCES INC 200-B REGENCY EXECUTIVE PARK DRIVE SUITE 240 CHARLOTTE NC 28217 561316030 501(C)3 167804 0 PROGRAM OPERATING COST CHILDREN OF THE WORLD LEARNING CENTER INC 6030 ALBEMARLE ROAD CHARLOTTE NC 28212 833523938 501(C)3 50000 0 PROGRAM OPERATING COST CIRCLE DE LUZ INC PO BOX 2 DAVIDSON NC 28036 743259379 501(C)3 20000 0 PROGRAM OPERATING COST CLANTON PARK NEIGHBORHOOD ASSOCIATION C/O STILETTO BOSS UNIVERSITY1117 ROLLINGWOOD DRIVECHARLOTTE NC 28217 CHARLOTTE NC 28217 311612176 501(C)3 10000 0 PROGRAM OPERATING COST COLTRANE LIFE CENTER INC 321 CORBAN AVENUE SOUTH EAST CONCORD NC 28025 561222998 501(C)3 6500 0 PROGRAM OPERATING COST COMMUNITIES IN SCHOOLS OF CHAR-MECK INC 601 E 5TH STREET SUITE 300 CHARLOTTE NC 28202 581661795 501(C)3 206089 0 PROGRAM OPERATING COSTDONOR DESIGNATED (AND 3RD PARTY) FOR GENERAL SUPPORT COMMUNITY FREE CLINIC INC 528 LAKE CONCORD ROAD NORTH EAST UNIT A CONCORD NC 28025 582131301 501(C)3 23475 0 PROGRAM OPERATING COST COMMUNITY HEALTH SERVICES OF UNION COUNTY INC 1338-C EAST SUNSET DRIVE MONROE NC 28112 460495947 501(C)3 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OPERATING COST URBAN LEAGUE OF CENTRAL CAROLINAS INC 740 WEST 5TH STREET CHARLOTTE NC 28202 561218704 501(C)3 59069 0 PROGRAM OPERATING COST VETERANS BRIDGE HOME INC 2200 EAST 7TH STREET CHARLOTTE NC 28204 452350728 501(C)3 26685 0 PROGRAM OPERATING COST WEST BOULEVARD NEIGHBORHOOD COALITION 4032 BROADVIEW DRIVE CHARLOTTE NC 28217 300401238 501(C)3 90000 0 PROGRAM OPERATING COST WEST SIDE COMMUNITY LAND TRUST PO BOX 668023 CHARLOTTE NC 28266 821143067 501(C)3 92500 0 PROGRAM OPERATING COST WILSON OASIS 5121 ALLEN RD E CHARLOTTE NC 28269 841927626 501(C)3 20000 0 PROGRAM OPERATING COST YMCA OF GREATER CHARLOTTE 400 EAST MOREHEAD STREET CHARLOTTE NC 28202 561045299 501(C)3 33654 0 PROGRAM OPERATING COSTDONOR DESIGNATED (AND 3RD PARTY) FOR GENERAL SUPPORT YOUNG BLACK LEADERSHIP ALLIANCE 4112 OLD PINEVILLE ROAD CHARLOTTE NC 28217 262984776 501(C)3 36574 0 PROGRAM OPERATING COST YOUTH DEVELOPMENT INITIATIVES INC PO BOX 480480 CHARLOTTE NC 28269 141954707 501(C)3 80750 0 PROGRAM OPERATING COST YWCA CENTRAL CAROLINAS 3420 PARK ROAD CHARLOTTE NC 28209 560532139 501(C)3 159500 0 PROGRAM OPERATING COSTDONOR DESIGNATED (AND 3RD PARTY) FOR GENERAL SUPPORT 206 PART I, LINE 2: AGENCIES RECEIVING DISCRETIONARY FUNDING FROM UNITED WAY UNDERGO INTENSIVE PRE-SCREENING BEFORE BEING AWARDED FUNDING. SUCH SCREENING INCLUDES: 1) AN APPLICATION PROCESS THAT FOCUSES ON PROGRAMMATIC OUTCOMES; 2) FINANCIAL REVIEW OF THE ORGANIZATION TO GAIN A LEVEL OF ASSURANCE THAT THE ORGANIZATION FOLLOWS SOUND FISCAL POLICIES; 3) VERIFICATION OF COMPLIANCE WITH THE PROVISIONS OF THE PATRIOT ACT; AND 4) VERIFICATION OF CURRENT STATUS AS AN IRS CODE SECTION 501(C)(3) NONPROFIT ORGANIZATION. THE AGENCY IS ALSO REQUIRED TO PROVIDE UNITED WAY WITH A FINAL REPORT AT THE END OF THE ALLOCATION PERIOD THAT VERIFIES THAT ALL FUNDING HAS BEEN USED FOR THE PURPOSES INTENDED AND ACTUAL RESULTS COMPARED TO THE PROPOSED RESULTS IN THE ORIGINAL APPLICATION. ORGANIZATIONS RECEIVING DONOR DESIGNATED CONTRIBUTIONS THROUGH UNITED WAY WILL UNDERGO SCREENING PRIOR TO DISTRIBUTION OF FUNDS. SUCH SCREENING INCLUDES: 1) A CERTIFICATION THAT ALL UNITED WAY FUNDS AND DONATIONS WILL BE USED IN COMPLIANCE WITH ALL APPLICABLE ANTI-TERRORIST FINANCING AND ASSET CONTROL LAWS, STATUTES, AND EXECUTIVE ORDERS; 2) VERIFICATION OF CURRENT STATUS AS AN IRS CODE SECTION 501(C)(3) NONPROFIT ORGANIZATION; AND 3) VERIFICATION THAT THE ORGANIZATION IS NOT ON A TERRORIST WATCH LIST. IN ADDITION, WE UTILIZE VERIFICATIONS FROM GUIDESTAR CHARITY CHECK TO VERIFY THAT AGENCIES RECEIVING CONTRIBUTIONS ARE 100% COMPLIANT WITH IRS REQUIREMENTS. 1 X X X 0 0 0 0 0 0 0 0 0 LAURA YATES CLARK PRESIDENT/CEO 324750 0 20000 0 0 0 13790 0 14933 0 373473 0 0 0 CLINT HILL CHIEF DEVELOPMENT OFFICER 159820 0 10000 0 0 0 6793 0 10966 0 187579 0 0 0 KATHRYN FIRMINSELLERS CHIEF IMPACT OFFICER 159500 0 10000 0 0 0 6780 0 2339 0 178619 0 0 0 PART I, LINE 3 THE EXECUTIVE COMMITTEE ACTS AS A "COMPENSATION COMMITTEE" IN THE CONTEXT OF ESTABLISHING COMPENSATION FOR THE CEO/EXECUTIVE DIRECTOR. FORM 990, PART III, LINE 1 (CONTINUED) UNITED WAY INVESTS ANNUALLY INTO THE COMMUNITY TO FURTHER THE ORGANIZATION'S COMMUNITY IMPACT STRATEGY, WHICH FOCUSES ON IMPROVING EDUCATION, HEALTH AND FINANCIAL STABILITY TO BOOST ECONOMIC MOBILITY ACROSS THE REGION WHILE ALSO HELPING PROVIDE A SAFETY NET FOR PEOPLE AND FAMILIES IN NEED. WE ACCOMPLISH WHAT NO SINGLE AGENCY CAN DO ALONE. OUR NIMBLE APPROACH ALLOWS US TO RESPOND TO THE EVOLVING NEEDS OF THE COMMUNITY BOTH YEAR-ROUND AND DURING CRISIS SITUATIONS. IN SUPPORTING OUR NON-PROFIT PARTNERS, UNITED WAY IS ADVANCING THEIR MISSION BY PROVIDING: LEADERSHIP: WITH OVER 64 YEARS' EXPERIENCE, WE ARE EXPERTS IN THE CAUSES WE FIGHT FOR. WE RESPOND AND SOLVE COMPLEX PROBLEMS, LEAD CONVERSATIONS ON SOCIAL ISSUES AND LEVERAGE COMMUNITY VOICES TO WORK TOGETHER IN CREATING CHANGE. FORM 990, PART VI, SECTION B, LINE 11B THE DRAFT FORM 990 IS PROVIDED TO THE FINANCE & AUDIT COMMITTEE SEVERAL DAYS IN ADVANCE OF THE MEETING AT WHICH IT IS REVIEWED BY THE PREPARER. UPON APPROVAL IT IS SENT TO THE BOARD OF DIRECTORS AT LEAST SEVERAL DAYS IN ADVANCE OF THE MEETING AT WHICH IT IS REVIEWED. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REQUIRES ALL DIRECTORS, OFFICERS AND KEY EMPLOYEES TO ANNUALLY DISCLOSE ANY CONFLICT OF INTEREST AND SIGN A CONFLICT OF INTEREST STATEMENT. THIS IS DONE AT THE FIRST BOARD MEETING OF THE YEAR. THE EXECUTIVE ASSISTANT TO THE PRESIDENT AND CEO ENSURES THAT EACH BOARD MEMBER SUBMITS THE FORM AND REPORTS CONFLICTS OF INTEREST. IN THE EVENT OF A CONFLICT DURING THE YEAR, THAT BOARD MEMBER WILL RECUSE THEMSELVES FROM ANY APPLICABLE DISCUSSION OR VOTE. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE ACTS AS A "COMPENSATION COMMITTEE" IN THE CONTEXT OF ESTABLISHING COMPENSATION FOR THE CEO/EXECUTIVE DIRECTOR. MANAGEMENT COMPENSATION (EXCLUDING THE PRESIDENT AND CEO) IS ESTABLISHED BY THE PRESIDENT AND CEO AND REVIEWED WITH THE EXECUTIVE COMMITTEE OF THE BOARD. DATA FROM THE NATIONAL AND REGIONAL SALARY SURVEYS OF BOTH NON-PROFIT ORGANIZATIONS OF SIMILAR SIZE IS REFERENCED IN COMPENSATION DECISIONS. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2023. FORM 990, PART VI, SECTION C, LINE 18 IN ADDITION TO POSTING THE FORM 990 ON ITS WEBSITE, THE ORGANIZATION MAKES ITS FEDERAL TAX RETURNS AVAILABLE FOR INSPECTION UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S FINANCIAL STATEMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE. THE CONFLICT OF INTEREST POLICY AND BYLAWS ARE AVAILABLE UPON REQUEST. FORM 990, PAGE 12, PART XII, LINE 2C THE PROCESS FOR THE OVERSIGHT OF THE AUDIT AND THE SELECTION PROCESS OF AN INDEPENDENT AUDITOR REMAINS UNCHANGED FROM THE PRIOR YEAR.