2024-10-10T07:13:38-05:00 2023-12-31 561031342 WILLIAMS OVERMAN PIERCE LLP 2501 ATRIUM DRIVE SUITE 500 RALEIGH NC 27607 990 2023-01-01 560564547 UNITED WAY OF NORTH CAROLINA UNIT 9198345200 1130 KILDAIRE FARM ROAD 100 CARY NC 27511 BRITTANY PRUITT FLETCHER PRESIDENT & CEO 9198345200 2024-10-08 1 1 DANIEL M LAVELLE CPA P02154046 9197823444 2024-10-08 2023 2024-10-15 13:58:12Z BRITTANY PRUITT FLETCHER 1130 KILDAIRE FARM ROAD 100 CARY NC 27511 3666398 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. 21 21 63 25 0 0 1920915 2274345 1516738 1389000 217 1132 4667 1921 3442537 3666398 200000 200000 0 0 1632411 2178964 0 0 0 1413812 956829 3246223 3335793 196314 330605 1203204 1522449 518257 433661 684947 1088788 X WE BRIDGE PEOPLE, LOCAL UNITED WAYS, AND RESOURCES SO INDIVIDUALS, FAMILIES, AND COMMUNITIES THRIVE IN NORTH CAROLINA. 1 0 970558 200000 833775 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. 2019872 502019 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. 130225 53206 MEMBER SERVICES: AS THE MEMBER ASSOCIATION FOR 48 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. 3120655 1 1 0 1 0 0 0 0 0 0 1 0 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 5 0 1 63 1 0 0 0 0 0 0 0 0 0 0 0 0 X 21 21 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 BRIAN WHITE CHAIRPERSON 1.00 X X 0 0 0 JEFFREY JOHNSON PAST CHAIRPERSON 1.00 X X 0 0 0 SHERRY S BRADSHER VICE CHAIRPERSON 1.00 X X 0 0 0 ROY WATSON JR SECRETARY 1.00 X X 0 0 0 GARETH MONTAGUE-SMITH TREASURER 1.00 X X 0 0 0 MICHELLE ADAMOLEKUN DIRECTOR 1.00 X 0 0 0 SHERRY ARCHIBALD DIRECTOR 1.00 X 0 0 0 LAURA YATES CLARK DIRECTOR 1.00 X 0 0 0 RICKY HURTADO DIRECTOR 1.00 X 0 0 0 KIM MCCOMBS PHD DIRECTOR 1.00 X 0 0 0 BRETT ECKERMAN DIRECTOR 1.00 X 0 0 0 JANE LIEBSCHER DIRECTOR 1.00 X 0 0 0 DERRICK REMER DIRECTOR 1.00 X 0 0 0 MARQUITA ROBINSON DIRECTOR 1.00 X 0 0 0 KELLY LYNN DIRECTOR 1.00 X 0 0 0 FERNANDO LITTLE 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 KENDRA MARTIN DIRECTOR 1.00 X 0 0 0 JANE PAKSOY DIRECTOR 1.00 X 0 0 0 MOLLY TAYLOR DIRECTOR 1.00 X 0 0 0 BRITTANY PRUITT FLETCHER PRESIDENT & CEO 40.00 X 165000 0 16731 165000 0 16731 1 0 1 0 0 194298 791998 1288049 2274345 NCCARE360 900099 833775 833775 NC 2-1-1 SERVICE FEES 900099 502019 502019 CONFERENCE FEES 900099 53206 53206 1389000 1132 1132 MISCELLANEOUS 900099 1921 1921 1921 3666398 1389000 0 3053 X 200000 200000 181731 172645 9086 1429050 1357598 71452 432667 411034 21633 135516 128740 6776 1096 947 149 44253 38239 6014 440396 380547 59849 10118 9713 405 107683 100249 7434 110225 95246 14979 85196 78380 6816 66133 59520 6613 14142 12587 1555 NCCARE360 72348 71379 969 EQUIPMENT RENTAL & MAIN 5109 3831 1278 OTHER PROGRAM EXPENSES 130 0 130 3335793 3120655 215138 0 234057 101986 217462 343594 712619 832004 5364 5822 298312 294312 4000 4000 29702 235043 1203204 1522449 153766 33921 16500 0 41852 41853 306139 357887 518257 433661 X 547427 1088788 137520 0 684947 1088788 1203204 1522449 X 330605 73236 X X 0 1 X 1 0 X 628036 1495326 760872 1920915 2274345 7079494 628036 1495326 760872 1920915 2274345 7079494 835621 6243873 199 1344 653 217 1132 3545 70272 16339 4074 4667 1921 97273 7180312 17814005 0.86960 0.87430 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 44253 40 0 0 0 0 0 0 0 0 1 44253 44253 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 POSTSESSION 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 RIGHT OF USE LEASE ASSET 235043 235043 ACCRUED PENSION BENEFITS 122413 LEASE LIABILITY-SHORT TERM 75179 LEASE LIABILITY-LONG TERM 160295 357887 X 3666398 0 3666398 0 3666398 3335793 0 3335793 0 3335793 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, 2023 OR 2022. 1 LUMBER RIVER UNITED WAY PO BOX 2652 LUMBERTON NC 28359 581636285 501(C)(3) 100000 0 BENEFITS NAVIGATOR UNITED WAY OF ALAMANCE COUNTY 220 E FRONT ST BURLINGTON NC 27215 560599239 501(C)(3) 100000 0 BENEFITS NAVIGATOR 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. X 0 0 0 0 0 0 0 0 0 BRITTANY PRUITT FLETCHER PRESIDENT & CEO 150000 0 15000 0 0 0 6000 0 10731 0 181731 0 0 0 FORM 990, PART III, LINE 2 DIGITAL NAVIGATION PROGRAM - IN PARTNERSHIP WITH THE OFFICE OF DIGITAL EQUITY AND LITERACY WITH THE NC DEPARTMENT OF INFORMATION TECHNOLOGY, UNITED WAY OF NORTH CAROLINA OFFERS THE OPPORTUNITY TO INCREASE ACCESS TO THE AFFORDABLE CONNECTIVITY PROGRAM BY LEVERAGING THE NC 211 SYSTEM AND EMPLOYING DIGITAL NAVIGATORS TO DETERMINE ELIGIBILITY AND FOR ASSISTANCE ENROLLING. THE PARTNERSHIP WILL ALSO EXPLORE UTILIZING DIGITAL NAVIGATORS TO OFFER ADDITIONAL DIGITAL RESOURCES TO CALLERS. BEGINNING IN TARGETED COUNTIES AND WITH INTENTIONAL AND PLANNED EXPANSION TO ALL 100 COUNTIES, PROMOTE A CALL TO 2-1-1 AS ONE ENTRY POINT FOR ACP. NAVIGATORS UTILIZE A "WRAP AROUND" APPROACH TO DELIVERING SERVICES, MEANING THEY ASSIST WITH APPLICATION COMPLETION, CONDUCT ADVOCACY CALLS WITH CLIENTS, SCHEDULE AND COMPLETE FOLLOW-UP CALLS TO SUPPORT CLIENTS THROUGH THE ENROLLMENT PROCESS; AND PROVIDES ONGOING SUPPORT AND ASSISTANCE TO THE CLIENT. 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 262,752. MANAGEMENT AND GENERAL EXPENSES 41,323. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 304,075. CONTRACT LABOR: PROGRAM SERVICE EXPENSES 117,795. MANAGEMENT AND GENERAL EXPENSES 18,526. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 136,321. FORM 990, PART XI, LINE 9: PERIODIC PENSION COST 73,236. FORM 990, PART XII, LINE 2C: THE PROCESS DID NOT CHANGE FROM THE PRIOR YEAR.