2025-04-23T10:58:01-05:00 2024-06-30 410746749 CLIFTONLARSONALLEN LLP 227 WEST TRADE STREET SUITE 800 CHARLOTTE NC 28202 990 2023-07-01 560529948 UNITED WAY OF GREATER CHARLOTTE INC UNIT 7043727170 601 E FIFTH ST 350 CHARLOTTE NC 28202 KATHRYN FIRMIN-SELLERS PRESIDENT AND CEO 7043727170 2025-04-22 1 1 KATHERINE A WARLICK P02065266 7049985200 2025-04-14 2023 2025-03-06 01:10:19Z KATHRYN FIRMIN-SELLERS 601 E FIFTH ST 350 CHARLOTTE NC 28202 21187479 0 X WWW.UNITEDWAYGREATERCLT.ORG X 1958 NC UNITED WAY USES COLLECTIVE GIVING TO BUILD PATHWAYS TO ECONOMIC OPPORTUNITY FOR ALL, PRIMARILY THROUGH NEIGHBORHOOD-BASED, GRASSROOTS AND RESPONSIVE SOLUTIONS. AT UNITED WAY, WE FIND FRESH SOLUTIONS TO SOLVEOUR REGIONS MOST URGENT CHALLENGES, WORKING HAND IN HAND WITHNEIGHBORHOODS AND GRASSROOTS NONPROFITS. WITHIN OUR COMMUNITY, WE'VEBROKEN DOWN BARRIERS TO CREATE UNIQUELY IMPACTFUL PROGRAMS THAT HELPLIFT PEOPLE OUT OF POVERTY. 28 28 60 2029 0 0 20245701 19853011 76226 260073 555834 495104 2303 0 20880064 20608188 13838753 12634779 0 0 3665647 4435725 0 0 1322501 3291613 2846227 20796013 19916731 84051 691457 30441279 32199529 7814121 7543251 22627158 24656278 X UNITED WAY USES COLLECTIVE GIVING TO BUILD PATHWAYS TO ECONOMIC OPPORTUNITY FOR ALL, 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 COLLECTIVE GIVING.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 8500491 6136858 260073 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) THROUGH UNITED NEIGHBORHOODS, UNITED WAY SUPPORTS 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 NONPROFITS, BACKED BY MULTI-YEAR FUNDING AND STAFF RESOURCES FROM UNITED WAY. FROM FY18 TO FY23, NEARLY 50 COMMUNITY PARTNERS PROVIDED SUPPORT THROUGH THE UNITED NEIGHBORHOODS PROGRAM. IN FY24, 63 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 SMALL NEIGHBORHOOD 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. THROUGH THIS INITIATIVE, UNITED WAY SUPPORTS 55 SMALL AND GRASSROOTS ORGANIZATIONS. THE FOUNDERS AND LEADERS OF THESE GRASSROOTS ORGANIZATIONS HAVE A BACKGROUND AND EXPERIENCE IN THE COMMUNITY THEY SERVE.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, 55 SMALL ORGANIZATIONS, WORKING TO SUPPORT AND EMPOWER ALL CHARLOTTE RESIDENTS, RECEIVED GRANTS RANGING FROM $20,000 TO $60,000 AS WELL AS CAPACITY-BUILDING TRAINING.UNITED WAY FUNDING, TECHNICAL ASSISTANCE AND GUIDANCE HELP STABILIZE AND GROW NONPROFITS, PREPARING THEM TO SECURE ADDITIONAL PUBLIC AND PRIVATE FUNDING. WE ALSO WORK TO STRENGTHEN THE LEADERSHIP CAPABILITIES WITHIN UNITE CHARLOTTE ORGANIZATIONS. IN FY24, 89 DEDICATED VOLUNTEERS PARTICIPATED IN THE GRANT REVIEW PROCESS, EVALUATING AGENCY APPLICATIONS TO IDENTIFY THOSE ORGANIZATIONS THAT CAN GENERATE THE GREATEST IMPACT. 15 OF THOSE VOLUNTEERS WERE COMMUNITY MEMBERS WHO ARE CLOSE TO ISSUES THIS INITIATIVE AIMS TO ADDRESS.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 FY24, VOLUNTEERS AWARDED FUNDING TO FOUR 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 FY24, 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 FY24, VOLUNTEERS AWARDED FUNDING TO 12 AGENCIES WORKING IN UNION COUNTY.IN MECKLENBURG COUNTY, UNITED WAY PARTNERS WITH MECKLENBURG COUNTY, THE CITY OF CHARLOTTE, AND OVER 250 PEOPLE REPRESENTING 150+ AGENCIES AND COMMUNITY LEADERS WHO HAVE EXPERIENCED HOMELESSNESS TO ADVANCE A HOME FOR ALL, A COMMUNITY PLAN TO ADDRESS HOMELESSNESS AND HOUSING INSTABILITY ON A SYSTEMIC LEVEL. A HOME FOR ALL'S VISION IS A COMMUNITY IN WHICH UNITED WAY OF GREATER CHARLOTTE, INC. HOMELESSNESS IS RARE, BRIEF, AND NONRECURRING AND EVERY PERSON HAS ACCESS TO PERMANENT AFFORDABLE HOUSING AND RESOURCES TO SUSTAIN IT.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 AND IMPROVING THE SYSTEMS THAT SERVE CHILDREN AND FAMILIES.RESULTS FROM AGENCY PROGRAMS FUNDED BY UNITED WAY:- 28,521 INDIVIDUALS ACCESSED PRODUCTS AND SERVICES TO INCREASE THEIR FOOD SECURITY.- 9,717 INDIVIDUALS PARTICIPATING IN UNITED WAY FUNDED PARTNER PROGRAMS ACCESSED HIGH QUALITY HEALTH OR MENTAL HEALTH CARE.- 6,024 INDIVIDUALS AND FAMILIES ACCESSED AFFORDABLE PRESCRIPTION MODIFICATION.- 5,597 STUDENTS IMPROVED OR DEMONSTRATED POSITIVE BEHAVIORS WITH PEERS AND ADULTS. - 3,268 INDIVIDUALS AND/OR FAMILIES EXPERIENCING HOMELESSNESS OBTAINED SAFE, AFFORDABLE HOUSING.UNITED 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 BUILD PATHWAYS TO ECONOMIC OPPORTUNITY FOR ALL.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 NONPROFITS 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 OF 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. VOLUNTEER OPPORTUNITIES ARE OFFERED DIRECTLY IN OUR NEIGHBORHOODS. YEAR-ROUND OPPORTUNITIES SUCH AS LIVE UNITED DAY AND MLK DAY OF SERVICES OFFER VOLUNTEERS MEANINGFUL SERVICE OPPORTUNITIES THAT DIRECTLY IMPACT THE RESIDENTS WE SERVE THROUGH UNITED NEIGHBORHOODS. 7039165 5274056 GOVERNMENT GRANTS: UNITED WAY PARTNERS WITH THE CITY OF CHARLOTTE, MECKLENBURG COUNTY, 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 NONPROFIT 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. 1223865 1223865 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. 16763521 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 45 0 60 1 0 0 0 0 0 0 0 0 0 0 0 0 X 28 28 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 510 CHARLOTTE NC 28202 X 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 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 FINANCE VICE CHAIR 1.00 X 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 COMMUNITY IMPACT VICE CHAIR 1.00 X X 0 0 0 PAMELA WIDEMAN BOARD DIRECTOR 1.00 X 0 0 0 RAJ NATARAJAN BOARD DIRECTOR 3.00 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 PITTS BOARD DIRECTOR 1.00 X 0 0 0 HEATHER KESNER BOARD DIRECTOR 1.00 X 0 0 0 LORETTA AYERS BOARD DIRECTOR 1.00 X 0 0 0 MICHAEL J O'LEARY BOARD DIRECTOR 1.00 X 0 0 0 LAURA YATES CLARK PRESIDENT/CEO 40.00 X 344750 0 28723 KATHRYN FIRMIN-SELLERS CHIEF IMPACT OFFICER 40.00 X 169500 0 9119 CLINT HILL CHIEF DEVELOPMENT OFFICER 40.00 X 169820 0 17789 KENDRA GREEN AVP OF DONOR OPERATIONS 40.00 X 113798 0 5997 JAMESE IVY DIRECTOR NEIGHBORHOOD INIT 40.00 X 110950 0 5559 908818 0 67187 5 0 1 0 ASCEND NONPROFIT SOLUTIONS 601 E 5TH STREET SUITE 510 CHARLOTTE NC 28202 ACCOUNTING, HR, AND IT 235050 1 54050 6853563 12945398 19853011 NET ADMINISTRATIVE FEE 900099 160801 160801 99272 99272 260073 684030 684030 390365 579291 -188926 -188926 -188926 20608188 260073 0 495104 12634779 12634779 684070 342035 342035 2805579 1587351 469898 748330 126015 72764 22173 31078 552897 319256 97286 136355 267164 152615 43368 71181 51284 51284 89642 89642 1360599 904010 384362 72227 75400 41366 16181 17853 125575 68893 26948 29734 106066 58190 22762 25114 182144 86182 33267 62695 62498 47970 3446 11082 36607 29039 7568 123708 58533 22594 42581 EVENTS 321370 129502 174584 17284 UNITED WAY DUES 261613 195551 25373 40689 MISCELLANEOUS 19377 13933 1942 3502 VOLUNTEER EXPENSES 16210 10296 2516 3398 14134 11256 1048 1830 19916731 16763521 1830709 1322501 5982796 3980133 20010 517931 8207638 10143455 9391 12421 26979 94543 1427464 967950 583222 459514 10239472 11538400 2618225 2864661 2753546 2588471 30441279 32199529 702872 783556 3889170 3791506 100386 387 3121693 2967802 7814121 7543251 X 18905349 19848218 3721809 4808060 22627158 24656278 30441279 32199529 691457 1145095 192568 0 X X 0 1 X 1 1 1 X 36442612 21158396 22876635 20245701 19845638 120568982 36442612 21158396 22876635 20245701 19845638 120568982 120568982 466314 820754 150499 608421 684030 2730018 675000 614088 1289088 124588088 651116 0.96770 0.96950 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: EXTINGUISHMENT OF DEBT - 2020 AMOUNT: $ 675,000. 2021 AMOUNT: $ 614,088. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2618225 291436 45000 2864661 2446178 222047 50000 2618225 2871127 5206 -410538 19617 2446178 2128723 254287 514706 26589 2871127 2100793 3490 48581 24141 2128723 0.50633 0.49367 0 0 796505 355171 441334 630959 612779 18180 459514 POOLED FUNDS HELD BY UNITED WAY LEGACY FOUNDATION 2864661 F 2864661 OTHER RECEIVABLES 15225 RIGHT OF USE ASSET - OPERATING 2323866 DONATED FACILITIES RECEIVABLE 249380 2588471 DUE TO DESIGNATED AGENCIES 204600 CAMPAIGNS PROCESSED FOR OTHERS 395586 RIGHT OF USE LEASE LIABILITY - OPERATING 2367616 2967802 X 20926447 1145095 397029 -1223865 318259 20608188 0 20608188 18897327 204461 204461 18692866 1223865 1223865 19916731 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, 2024 AND 2023. PART XI, LINE 2D - OTHER ADJUSTMENTS: DONOR DESIGNATIONS -1,223,865. PART XII, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATIONS 1,223,865. 1 CHARLOTTE FAMILY HOUSING INC 300 HAWTHORNE LANE CHARLOTTE NC 28204 581599120 501(C)3 5111 0 DONOR DESIGNATED FOR GENERAL SUPPORT UNITED WAY OF CLEVELAND COUNTY NC INC 132 WEST GRAHAM STREET SHELBY NC 28150 566030073 501(C)3 5163 0 DONOR DESIGNATED FOR GENERAL SUPPORT CHRISTIAN MINISTRY OF EAST LINCOLN COUNTY INC 4278 CATAWBA BURRIS ROAD DENVER NC 28037 561394959 501(C)3 5590 0 DONOR DESIGNATED FOR GENERAL SUPPORT KINDERMOURN INC 1320 HARDING PLACE CHARLOTTE NC 28204 561221194 501(C)3 5718 0 DONOR DESIGNATED FOR GENERAL SUPPORT BOYS AND GIRLS CLUB OF CABARRUS COUNTY INC 247 SPRING STREET NW CONCORD NC 28025 560577630 501(C)3 6139 0 DONOR DESIGNATED FOR GENERAL SUPPORT CAMINO COMMUNITY DEVELOPMENT CORPORATION INC 133 STETSON DRIVE CHARLOTTE NC 28262 562015959 501(C)3 6667 0 PROGRAM OPERATING COST RACE MATTERS FOR JUVENILE JUSTICE 601 SOUTH KINGS DRIVE SUITE F401 CHARLOTTE NC 28204 853267824 501(C)3 7455 0 DONOR DESIGNATED FOR GENERAL SUPPORT, PROGRAM OPERATING COST GRAMEEN AMERICA INC 150 W 30TH ST 8TH FLOOR NEW YORK NY 10001 208497991 501(C)3 7500 0 PROGRAM OPERATING COST UNITED WAY OF STANLY COUNTY INC 116 EAST NORTH STREET ALBEMARLE NC 28001 560841588 501(C)3 7733 0 DONOR DESIGNATED FOR GENERAL SUPPORT PROJECT OUTPOUR 1800 CAMDEN R CHARLOTTE NC 28203 824237112 501(C)3 8000 0 PROGRAM OPERATING COST YOUNG BLACK LEADERSHIP ALLIANCE 4112 OLD PINEVILLE ROAD CHARLOTTE NC 28217 262984776 501(C)3 8264 0 DONOR DESIGNATED FOR GENERAL SUPPORT UNITED WAY OF FORSYTH COUNTY INC 301 NORTH MAIN STREET SUITE 1700 WINSTON SALEM NC 27101 237357234 501(C)3 8936 0 DONOR DESIGNATED FOR GENERAL SUPPORT ANSON COUNTY PARTNERSHIP FOR CHILDREN 117 SOUTH GREENE STREET WADESBORO NC 28170 561987729 501(C)3 9511 0 DONOR DESIGNATED FOR GENERAL SUPPORT, PROGRAM OPERATING COST QUEENS UNIVERSITY OF CHARLOTTE 1900 SELWYN AVENUE CHARLOTTE NC 28274 560530003 501(C)3 10000 0 PROGRAM OPERATING COST THE SAVE OUR CHILDREN MOVEMENT INC 2201 CARONIA ST CHARLOTTE NC 28212 471388661 501(C)3 10000 0 PROGRAM OPERATING COST THE QC FAMILY TREE INC 2910 PARKWAY AVENUE CHARLOTTE NC 28208 204091165 501(C)3 10000 0 PROGRAM OPERATING COST FIRST BAPTIST CHURCH WEST COMMUNITY 1801 OAKLAWN AVE CHARLOTTE NC 282165120 900080769 501(C)3 10000 0 PROGRAM OPERATING COST STILETTO BOSS UNIVERSITY CLANTON PARK NEIGHBORHOOD ASSN 10518 ENGLISH SETTER WAY CHARLOTTE NC 28269 821467018 10000 0 PROGRAM OPERATING COST FOR CLANTON PARK NEIGHBORHOOD ASSOCIATION GOODWILL INDUSTRIES OF THE SOUTHERN PIEDMONT 5301 WILKINSON BOULEVARD CHARLOTTE NC 28208 560844639 501(C)3 10000 0 DONOR DESIGNATED FOR GENERAL SUPPORT NEW COVENANT COMMUNITY DEVELOPMENT CENTER 402 E HUDSON ST MONROE NC 28112 800231533 501(C)3 10040 0 PROGRAM OPERATING COST HABITAT FOR HUMANITY CABARRUS COUNTY 8 CHURCH STREET SUITE 101 CONCORD NC 28025 561678395 501(C)3 10217 0 DONOR DESIGNATED FOR GENERAL SUPPORT ARTHRITIS FOUNDATION INC CAROLINAS CHAPTER 4530 PARK ROAD SUITE 230 CHARLOTTE NC 28209 581341679 501(C)3 10397 0 DONOR DESIGNATED FOR GENERAL SUPPORT A SIGN OF THE TIMES OF THE CAROLINAS 6228 EAGLE PEAK DRIVE CHARLOTTE NC 28214 204766220 501(C)3 10500 0 PROGRAM OPERATING COST LEGAL AID OF NORTH CAROLINA INC 319 CHAPANOKE ROAD SUITE 104 RALEIGH NC 27603 311784161 501(C)3 11500 0 PROGRAM OPERATING COST LIFE INTERVENTIONS INCORPORATED 4312 CANIPE DRIVE CHARLOTTE NC 28269 842272421 501(C)3 12500 0 PROGRAM OPERATING COST YOUTH STYLE FITNESS INC 4205 STUART ANDREW BLVD STE I CHARLOTTE NC 28217 832026413 501(C)3 12500 0 PROGRAM OPERATING COST FREEDOM IN ME BUSINESS SHOWERS 125 REMOUNT RD CHARLOTTE NC 28203 862951094 501(C)3 12500 0 PROGRAM OPERATING COST THE AGAP ALLEN'S FOUNDATION II 2415 PROVIDENCE CHURCH RD SALISBURY NC 28081 874432518 501(C)3 12500 0 PROGRAM OPERATING COST THE EDUCATION OVER DEBT FOUNDATION 1021 PEGRAM ST CHARLOTTE NC 28205 853590360 501(C)3 12500 0 PROGRAM OPERATING COST EVOLUTIONARY AQUATICS 1327 MORETZ AVE CHARLOTTE NC 28206 832312803 501(C)3 12500 0 PROGRAM OPERATING COST HEARTS FOR THE INVISIBLE CHARLOTTE COALITION INC 8640 UNIVERSITY CITY BLVD CHARLOTTE NC 28213 852199656 501(C)3 12500 0 PROGRAM OPERATING COST FATHERS AGAINST VIOLENCE & REPEAT-OFFENDERS INC 10612 WALKERS FERRY RD CHARLOTTE NC 28278 542177313 501(C)3 12500 0 PROGRAM OPERATING COST PEOPLES PRIVATE LEARNING CENTER INC 10660 SOUTH TRYON CHARLOTTE NC 28273 853553235 501(C)3 12500 0 PROGRAM OPERATING COST CHRISTLINK 2225 FREEDOM DRIVE STE 5 CHARLOTTE NC 28208 821799633 501(C)3 12500 0 PROGRAM OPERATING COST ERIKA'S CLOSET PO BOX 29547 CHARLOTTE NC 28229 824939775 501(C)3 12500 0 PROGRAM OPERATING COST STRIVECLT INC 1009 EAST BOULEVARD CHARLOTTE NC 28203 874644219 501(C)3 12500 0 PROGRAM OPERATING COST DEEP ROOTS FARM FOUNDATION 2401 PRIMM ROAD CHARLOTTE NC 28216 884102762 501(C)3 12500 0 PROGRAM OPERATING COST YOUNG ICONS 3711 LATROBE DR STE 510 CHARLOTTE NC 28211 853635794 501(C)3 12500 0 PROGRAM OPERATING COST BFIT BIG DREAMS YOUTH INC 6125 DWIGHTWARE BLVD CHARLOTTE NC 28227 862135723 501(C)3 12500 0 PROGRAM OPERATING COST HARD GRINDERZ KINGS GROWING KINGS MENTORING 5819 HUNTING RIDGE LANE APT D CHARLOTTE NC 28212 853231770 501(C)3 12500 0 PROGRAM OPERATING COST QUEEN CITY COCOA BEANS INCORPORATED 10887 GARDENS OAKS LANE CHARLOTTE NC 28273 852912068 501(C)3 12500 0 PROGRAM OPERATING COST GENERATIONAL WEALTH EDUCATORS 1213 W MOREHEAD STREET SUITE 500 CHARLOTTE NC 28208 870898692 501(C)3 12500 0 PROGRAM OPERATING COST PATHWAYS NC INC 2647 FREEDOM DRIVE CHARLOTTE NC 28208 853578177 501(C)3 12500 0 PROGRAM OPERATING COST ACHIEVING SUCCESS ON PURPOSE INC 5333 BELLFLOWER LANE CHARLOTTE NC 28227 460878912 501(C)3 12500 0 PROGRAM OPERATING COST THE APPLESAUCE GROUP 1646 WASHINGTON AVE CHARLOTTE NC 28216 844633674 501(C)3 12500 0 PROGRAM OPERATING COST KONSPICUOUS FOUNDATION INC 8405 CONNER RIDGE LANE CHARLOTTE NC 28269 853924552 501(C)3 12500 0 PROGRAM OPERATING COST CINE CASUAL LLC 12721 GLOWING PEAK RD HUNTERSVILLE NC 28078 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PROGRAM OPERATING COST BLACK SOCIAL CAPITAL INITIATIVE INC PO BOX 36061 CHARLOTTE NC 28236 853076147 501(C)3 31500 0 PROGRAM OPERATING COST COUNCIL ON AGING IN UNION COUNTY INC 1401 SKYWAY DRIVE MONROE NC 28110 561081558 501(C)3 31605 0 DONOR DESIGNATED FOR GENERAL SUPPORT, PROGRAM OPERATING COST JUST DO IT MOVEMENT INC 601 E 5TH ST CHARLOTTE NC 28202 850641373 501(C)3 32500 0 PROGRAM OPERATING COST STEP UP TO LEADERSHIP PO BOX 412 HARRISBURG NC 28075 475594920 501(C)3 32500 0 PROGRAM OPERATING COST A GIVING HEART PROJECT INC 4833 BEREWICK TOWN CENTER DR UNITE E 151 CHARLOTTE NC 28278 824277215 501(C)3 32500 0 PROGRAM OPERATING COST JENNINGS O'NEIL CAREER ACADEMY & WORKFORCE DEVELOPMENT 18500 SUMMER COTTAGE LANE CORNELIUS NC 28031 263616497 501(C)3 32500 0 PROGRAM OPERATING COST EXPOSURE PROJECT INCORPORATED 1213 W MOREHEAD ST CHARLOTTE NC 28208 843719663 501(C)3 32500 0 PROGRAM OPERATING COST HACK & HUSTLE SOCIAL ENTREPRENEURSHIP ACADEMY INCORPORATED 9445 MEADOWMONT VIEW DRIVE 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823260968 501(C)3 98076 0 PROGRAM OPERATING COST FOR THE STRUGGLE INC 1420 BEATTIES FORD ROAD CHARLOTTE NC 28216 834652690 501(C)3 99152 0 DONOR DESIGNATED FOR GENERAL SUPPORT, PROGRAM OPERATING COST SALVATION ARMY - CHARLOTTE AREA COMMAND 1424 NORTHEAST EXPRESSWAY BROOKHAVEN GA 30329 580660607 501(C)3 99400 0 DONOR DESIGNATED FOR GENERAL SUPPORT, PROGRAM OPERATING COST, RESTRICTED PROGRAM FUNDING TO ACHIEVE CONTRACTED OUTCOMES CARE RING INC 601 E 5TH STREET SUITE 140 CHARLOTTE NC 28202 560621073 501(C)3 101425 0 DONOR DESIGNATED FOR GENERAL SUPPORT, PROGRAM OPERATING COST, RESTRICTED FUNDING TO ACHIEVE CONTRACTED SERVICES MONEY MAGNETS CLUB PO BOX 1418 PINEVILLE NC 28134 871776021 501(C)3 101475 0 PROGRAM OPERATING COST CHARLOTTE BILINGUAL PRESCHOOL 6300 HIGHLAND AVENUE CHARLOTTE NC 28215 364522499 501(C)3 104532 0 DONOR DESIGNATED FOR GENERAL SUPPORT, PROGRAM OPERATING COST UNC CHARLOTTE GRANTS CONTRACTS CHARLOTTE NC 282230001 560791228 NORTH CAROLINA 109488 0 PROGRAM OPERATING COST AMITY MEDICAL GROUP INC 6010 EAST WT HARRIS BOULEVARD CHARLOTTE NC 28215 471195624 501(C)3 112500 0 PROGRAM OPERATING COST FAMILY MANKIND 1107 A BEATTIES FORD CHARLOTTE NC 28216 833886078 501(C)3 115000 0 PROGRAM OPERATING COST REBUILDING TOGETHER OF GREATER CHARLOTTE INC 9801 SOUTHERN PINE BLVD STE E CHARLOTTE NC 28273 273101212 501(C)3 115375 0 DONOR DESIGNATED FOR GENERAL SUPPORT, PROGRAM OPERATING COST HABITAT FOR HUMANITY CHARLOTTE 20310 NORTH MAIN STREET CORNELIUS NC 28031 561366233 501(C)3 130700 0 DONOR DESIGNATED FOR GENERAL SUPPORT, PROGRAM OPERATING COST PROMISE YOUTH DEVELOPMENT INC 5835 EXECUTIVE CENTER DR CHARLOTTE NC 28212 811096615 501(C)3 135000 0 PROGRAM OPERATING COST NORTH END COMMUNITY COALITION 210 N MCDOWELL ST 30234 CHARLOTTE NC 28230 812943846 501(C)3 147230 0 PROGRAM OPERATING COST OURBRIDGE INC 3925 WILLARD FARROW DR CHARLOTTE NC 28215 463784901 501(C)3 152292 0 PROGRAM OPERATING COST HISTORIC WEST END PARTNERS INC 309 LIMA AVENUE CHARLOTTE NC 28208 271880057 501(C)3 157230 0 PROGRAM OPERATING COST CHARLOTTE SPEECH AND HEARING CENTER INC 741 KENILWORTH AVE SUITE 100 CHARLOTTE NC 28204 560892041 501(C)3 203405 0 DONOR DESIGNATED FOR GENERAL SUPPORT, PROGRAM OPERATING COST FOUNDATION FOR THE CAROLINAS 220 NORTH TRYON STREET CHARLOTTE NC 28202 566047886 501(C)3 203657 0 PROGRAM OPERATING COST THE LIFE PROJECT OF NORTH CAROLINA 333 JEREMIAH BLVD CHARLOTTE NC 28262 464331987 501(C)3 212869 0 PROGRAM OPERATING COST CHARLOTTE CENTER FOR LEGAL ADVOCACY 5535 ALBEMARLE ROAD CHARLOTTE NC 28212 561202940 501(C)3 220350 0 DONOR DESIGNATED FOR GENERAL SUPPORT, PROGRAM OPERATING COST THE BULB GALLERY 933 LOUISE AVE STE 493 CHARLOTTE NC 28205 814676117 501(C)3 232021 0 DONOR DESIGNATED FOR GENERAL SUPPORT, PROGRAM OPERATING COST CROSSROADS CORPORATION 3623 LATROBE AVE STE 208 CHARLOTTE NC 28211 262787742 501(C)3 232481 0 PROGRAM OPERATING COST ADA JENKINS FAMILIES AND CAREERS DEVELOPMENT CENTER INC PO BOX 1842 DAVIDSON NC 28036 561927067 501(C)3 235176 0 DONOR DESIGNATED FOR GENERAL SUPPORT, PROGRAM OPERATING COST, RESTRICTED PROGRAM FUNDING TO ACHIEVE CONTRACTED OUTCOMES RENAISSANCE WEST COMMUNITY INITIATIVE 3610 NOBLES AVENUE CHARLOTTE NC 28208 271396021 501(C)3 257206 0 DONOR DESIGNATED FOR GENERAL SUPPORT, PROGRAM OPERATING COST LAKEWOOD NEIGHBORHOOD ALLIANCE INC 330 LAKEWOOD AVE CHARLOTTE NC 28208 384015347 501(C)3 270395 0 DONOR DESIGNATED FOR GENERAL SUPPORT, PROGRAM OPERATING COST HOUSING COLLABORATIVE PO BOX 35305 CHARLOTTE NC 28235 562173215 501(C)3 1609832 0 RESTRICTED PROGRAM FUNDING TO ACHIEVE CONTRACTED OUTCOMES 188 1 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 10996 0 187609 0 0 0 KATHRYN FIRMIN-SELLERS 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. SCHEDULE J, PART II UNITED WAY OF GREATER CHARLOTTE HAS FILED AN AMENDED FORM 990 FOR TAX YEAR 2022 TO CORRECT OFFICER AND HIGHEST COMPENSATED EMPLOYEE COMPENSATION REPORTED. ON THE ORIGINAL 2022 FORM 990, COMPENSATION WAS INADVERTENTLY REPORTED FOR CALENDAR YEAR 2023. THE AMENDED RETURN CORRECTS THIS TO REPORT COMPENSATION FOR CALENDAR YEAR 2022. 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 CHIEF OF STAFF 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 2024. 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, PART VII, SECTION A UNITED WAY OF GREATER CHARLOTTE HAS FILED AN AMENDED FORM 990 FOR TAX YEAR 2022 TO CORRECT OFFICER AND HIGHEST COMPENSATED EMPLOYEE COMPENSATION REPORTED. ON THE ORIGINAL 2022 FORM 990, COMPENSATION WAS INADVERTENTLY REPORTED FOR CALENDAR YEAR 2023. THE AMENDED RETURN CORRECTS THIS TO REPORT COMPENSATION FOR CALENDAR YEAR 2022. 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.