2026-04-06T13:12:53-05:00 2025-06-30 410746749 CLIFTONLARSONALLEN LLP 227 WEST TRADE STREET SUITE 800 CHARLOTTE NC 28202 990 2024-07-01 560529948 UNITED WAY OF GREATER CHARLOTTE INC UNIT 7043727170 601 E FIFTH ST 350 CHARLOTTE NC 28202 KATHRYN FIRMIN-SELLERS PRESIDENT AND CEO 7043727170 2026-04-02 1 1 KATHERINE A WARLICK P02065266 7049985200 2026-03-27 2024 2025-03-06 01:10:19Z KATHRYN FIRMIN-SELLERS 601 E FIFTH ST 350 CHARLOTTE NC 28202 17578840 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 SOLVE OUR REGION'S MOST URGENT CHALLENGES, WORKING HAND IN HAND WITHNEIGHBORHOODS 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 61 2162 0 0 19853011 15547527 260073 51275 495104 1514207 0 0 20608188 17113009 12634779 11377995 0 0 4435725 4465175 0 0 1635623 2846227 6557513 19916731 22400683 691457 -5287674 32199529 26676212 7543251 7226189 24656278 19450023 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 9278706 6362381 51275 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. UNITED NEIGHBORHOODS SERVES 50+ NEIGHBORHOOD'S IN MECKLENBURG COUNTY FOCUSING ON FUNDING COMMUNITY QUARTERBACK ORGANIZATIONS FOR EACH GEOGRAPHY AS WELL AS NONROFIT AGENCIES PROVIDING DIRECT PROGRAMS AND SERVICES BASED ON NEIGHBORHOOD PRIORTIES. NEIGHBORHOOD RESIDENTS PARTICIPATE IN CREATING PRIORITIES AND SERVING ON GRANT REVIEW PANELS, SELECTING THE NONPROFITS THAT RECEIVE FUNDING TO PROVIDE SERVICES WITHIN THEIR COMMUNITIES. 51% OF EACH NEIGHBORHOOD GRANT REVIEW PANEL MUST BE NEIGHBORHOOD RESIDENTS.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. 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, UNITED WAY SUPPORTS 55 SMALL AND GRASSROOTS ORGANIZATIONS, WORKING TO SUPPORT AND EMPOWER ALL CHARLOTTE RESIDENTS. UNITED CHARLOTTE AGENCIES RECEIVE GRANTS RANGING FROM $20,000 TO $60,000 AS WELL AS CAPACITY BUILDING TRAINING. THE FOUNDERS AND LEADERS OF THESE GRASSROOTS ORGANIZATIONS HAVE A BACKGROUND AND EXPERIENCE IN THE COMMUNITY THEY SERVE.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. 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. 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. 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 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.ACROSS ALL INITIATIVES, NONPROFITS RECEIVING UNITED WAY FUNDING SERVED, 88,665 PEOPLE IN THE REGION.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. 5291130 3283433 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. 1732181 1732181 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. 16302017 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 59 0 1 61 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 EAST 5TH STREET SUITE 510 CHARLOTTE NC 28202 X BILL CURRENS BOARD CHAIR 3.00 X X 0 0 0 RON MESSENGER VICE CHAIR 3.00 X X 0 0 0 HANK ALSTON CABARRUS COUNTY CHAIR 3.00 X X 0 0 0 LULA JACKSON ANSON COUNTY CHAIR 3.00 X X 0 0 0 RHETT BROWN UNION COUNTY CHAIR 3.00 X X 0 0 0 JOE WALL FINANCE CHAIR 3.00 X X 0 0 0 AVALEEN CRAWFORD WILLIAMS FINANCE VICE CHAIR 3.00 X X 0 0 0 CATHY CAMPBELL CAMPAIGN CHAIR 3.00 X X 0 0 0 HENDRICK ELLIS CAMPAIGN VICE CHAIR 3.00 X X 0 0 0 BRIAN MIDDLETON COMMUNITY IMPACT CHAIR 3.00 X X 0 0 0 LORETTA AYERS BOARD DIRECTOR 1.00 X 0 0 0 MICHAEL BRYANT BOARD DIRECTOR 1.00 X 0 0 0 JOHN FAGG BOARD DIRECTOR 1.00 X 0 0 0 BEAU FISHER BOARD DIRECTOR 1.00 X 0 0 0 SIL GANZO PARTNER AGENCY REP 1.00 X 0 0 0 MITCH GIBSON BOARD DIRECTOR 1.00 X 0 0 0 KEITH GIDDENS BOARD DIRECTOR 1.00 X 0 0 0 MICHELE JULIANA ASCEND AGENCY REP 1.00 X 0 0 0 HEATHER KESNER BOARD DIRECTOR 1.00 X 0 0 0 MICHAEL MARTINO BOARD DIRECTOR 1.00 X 0 0 0 RAJ NATARAJAN PAST BOARD CHAIR 3.00 X 0 0 0 MICHAEL J O'LEARY BOARD DIRECTOR 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 MARCEL SOLOMON VOLUNTEER ADVISORY REP 1.00 X 0 0 0 HEATHER TAMOL BOARD DIRECTOR 1.00 X 0 0 0 DENNIS WILLIAMS BOARD DIRECTOR 1.00 X 0 0 0 LAURA YATES CLARK PRESIDENT/CEO (THRU 6/24) 40.00 X 213116 0 17363 KATHRYN FIRMIN-SELLERS INTERIM PRESIDENT /CEO (AS OF 7/24) 40.00 X 200321 0 32201 CLINT HILL CHIEF DEVELOP. OFFICER (THRU 3/25) 40.00 X 177651 0 19560 LEANNE SKIPPER INT. CHIEF DEV. OFFICER (AS OF 3/25) 40.00 X 101805 0 18762 KENDRA GREEN CHIEF ADMIN. OFFICER (AS OF 7/24) 40.00 X 130597 0 6140 JAMESE IVY CHIEF IMPACT OFFICER (AS OF 7/24) 40.00 X 119422 0 3878 ROBERT WILKINSON DIRECTOR OF FINANCE (THRU 8/2024) 40.00 X 100841 0 3148 O'SHAUNA HUNTER DIRECTOR OF HOUSING SOLUTIONS 40.00 X 105507 0 4591 1149260 0 105643 8 0 1 0 ASCEND NONPROFIT SOLUTIONS 601 E 5TH STREET SUITE 510 CHARLOTTE NC 28202 ACCOUNTING, HR, AND IT 298887 UPIC SOLUTIONS 7870 E KEMPER RD SUITE 470 CINCINNATI OH 45249 CRM PROCESSING & PROFESSIONAL SERVICES 152097 FORSYTH STREET ADVISORS 588 BROADWAY SUITE 1208 NEW YORK NY 10012 AHFA CONSULTING SERVICES 105000 3 42302 5184263 10320962 15547527 NET ADMINISTRATIVE FEE 900099 34235 34235 17040 17040 51275 828475 828475 1151563 465831 685732 685732 685732 17113009 51275 0 1514207 X 11377995 11377995 660212 330106 330106 2924342 1631961 255618 1036763 104261 56090 11515 36656 497907 266293 71088 160526 278453 152526 42929 82998 82878 82878 2440392 1809227 571559 59606 49344 18080 20175 11089 57628 21115 23562 12951 135442 49626 55378 30438 293509 164375 48671 80463 76954 55976 6262 14716 47591 29239 12526 5826 97830 54788 16223 26819 BAD DEBT EXPENSE 2865478 0 2865478 0 EVENTS 200114 154544 4643 40927 UNITED WAY DUES 171019 106839 32090 32090 MISCELLANEOUS 23508 15722 7283 503 15826 7515 5059 3252 22400683 16302017 4463043 1635623 3980133 2501881 517931 1104440 10143455 5354661 12421 42294 94543 71435 1427464 1065780 459514 361684 11538400 12203149 2864661 2458406 2588471 2578262 32199529 26676212 783556 405343 3791506 3825556 387 111571 2967802 2883719 7543251 7226189 X 19848218 15222559 4808060 4227464 24656278 19450023 32199529 26676212 -5287674 87825 -6406 0 X X 0 1 X 1 1 1 X 21158396 22876635 20245701 19845638 15547527 99673897 21158396 22876635 20245701 19845638 15547527 99673897 99673897 820754 150499 608421 684030 828475 3092179 675000 614088 1289088 104055164 517573 0.95790 0.96770 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 2864661 332454 738708 2458407 2618225 291436 45000 2864661 2446178 222047 50000 2618225 2871127 5206 -410538 19617 2446178 2128723 254287 514706 26589 2871127 0.45687 0.34909 0.19402 0 0 796505 434821 361684 630959 630959 0 361684 POOLED FUNDS HELD BY UNITED WAY LEGACY FOUNDATION 2458406 F 2458406 OTHER RECEIVABLES 108848 RIGHT OF USE ASSET - OPERATING 2235846 DONATED FACILITIES RECEIVABLE 233568 2578262 DUE TO DESIGNATED AGENCIES 228069 CAMPAIGNS PROCESSED FOR OTHERS 350535 RIGHT OF USE LEASE LIABILITY - OPERATING 2305115 2883719 X 15354815 87825 186162 -1732181 -1458194 16813009 300000 300000 17113009 20561070 192568 -300000 -107432 20668502 1732181 1732181 22400683 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, 2025. PART XI, LINE 2D - OTHER ADJUSTMENTS: DONOR DESIGNATIONS -1,732,181. PART XI, LINE 4B - OTHER ADJUSTMENTS: BADE DEBT EXPENSE 300,000. PART XII, LINE 2D - OTHER ADJUSTMENTS: BAD DEBT EXPENSE -300,000. PART XII, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATIONS 1,732,181. 1 09004 AMERICAN NATIONAL RED CROSS 2025 EAST STREET NW 7TH FLOOR WASHINGTON DC 20006 530196605 501(C)3 13013 0 DONOR DESIGNATED 3RD PARTY FOR GENERAL SUPPORT A BRIGHTER DAY- BND MINSITRIES 5234 DAYAN DRIVE CHARLOTTE NC 28216 452814630 501(C)3 64487 0 PROGRAM OPERATING COST A GIVING HEART PROJECT INC 4833 BEREWICK TOWN CENTER DR UNITE E 151 CHARLOTTE NC 28278 824277215 501(C)3 50199 0 PROGRAM OPERATING COST ACHIEVING SUCCESS ON PURPOSE INC 5333 BELLFLOWER LANE CHARLOTTE NC 28227 460878912 501(C)3 32500 0 PROGRAM OPERATING COST ADA JENKINS FAMILIES AND CAREERS DEVELOPMENT CENTER INC PO BOX 1842 DAVIDSON NC 28036 561927067 501(C)3 241195 0 DONOR DESIGNATED (AND 3RD PARTY) FOR GENERAL SUPPORT, PROGRAM OPERATING COST, RESTRICTED PROGRAM FUNDING TO ACHIEVE CONTRACTED OUTCOMES ALLIANCE CENTER FOR EDUCATION INC 700 PARKWOOD AVENUE CHARLOTTE NC 28203 560543244 501(C)3 31000 0 PROGRAM OPERATING COST ALLIANCE FOR THE MENTALLY ILL METROLINA CHAPTER 300 HAWTHORNE LANE CHARLOTTE NC 28204 237114604 501(C)3 20000 0 PROGRAM OPERATING COST ALWAYS WILLING TO SERVE INC 5108 REAGAN DR STE 8 CHARLOTTE NC 28206 883889999 501(C)3 12500 0 PROGRAM OPERATING COST AMITY MEDICAL GROUP INC 6010 EAST WT HARRIS BOULEVARD CHARLOTTE NC 28215 471195624 501(C)3 96250 0 PROGRAM OPERATING COST ANOTHER CHANCE HOUSE OF REFUGE 1708 CHAMBERS DR UNIT 15 MATTHEWS NC 28105 843777471 501(C)3 45000 0 PROGRAM OPERATING COST ANSON COUNTY HOMES OF HOPE 308 E WADE ST WADESBORO NC 28170 824688778 501(C)3 5863 0 PROGRAM OPERATING COST ANSON COUNTY PARTNERSHIP FOR CHILDREN 117 SOUTH GREENE STREET WADESBORO NC 28170 561987729 501(C)3 8927 0 DONOR DESIGNATED FOR GENERAL SUPPORT, PROGRAM OPERATING COST APPARO SOLUTION INC 1117 EAST MOREHEAD STREET SUITE 100 CHARLOTTE NC 28204 571140089 501(C)3 21250 0 PROGRAM OPERATING COST AUGUSTINE LITERACY PROJECT-CHARLOTTE 115 WEST 7TH STREET CHARLOTTE NC 28202 830822641 501(C)3 10000 0 DONOR DESIGNATED 3RD PARTY FOR GENERAL SUPPORT, PROGRAM OPERATING COST BTEP INC C/O CROSSROADS CORPORATION 1030 EDGEHILL RD S STE 306 CHARLOTTE NC 28207 474752291 501(C)3 12500 0 PROGRAM OPERATING COST BARRE BELLE 5643 TIPPERLINN WAY CHARLOTTE NC 28278 833468094 501(C)3 52500 0 PROGRAM OPERATING COST BEATTIES FORD ROAD VOCATIONAL TRADE CENTER INC 1406 BEATTIES FORD RD CHARLOTTE NC 28216 814832881 501(C)3 22500 0 PROGRAM OPERATING COST, RESTRICTED FUNDING TO ACHIEVE CONTRACTED SERVICES BEAUTY AFTER THE BARS 2735 COWLES ROAD CHARLOTTE NC 28208 822353604 501(C)3 12500 0 PROGRAM OPERATING COST BEDS FOR KIDS 1800 CAMDEN ROAD SUITE 107-17 CHARLOTTE NC 28203 274153074 501(C)3 70755 0 DONOR DESIGNATED (AND 3RD PARTY) FOR GENERAL SUPPORT, PROGRAM OPERATING COST BFIT BIG DREAMS YOUTH INC 6125 DWIGHTWARE BLVD CHARLOTTE NC 28227 862135723 501(C)3 32500 0 PROGRAM OPERATING COST BIG BROTHERS BIG SISTERS OF CENTRAL CAROLINAS 8514 MCALPINE PARK DRIVE STE 130 CHARLOTTE NC 28205 562264009 501(C)3 28834 0 DONOR DESIGNATED (AND 3RD PARTY) FOR GENERAL SUPPORT, PROGRAM OPERATING COST BIRTHRIGHT INC 4136 STACY BLVD CHARLOTTE NC 28209 932656365 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 29358 0 DONOR DESIGNATED (AND 3RD PARTY) FOR GENERAL SUPPORT BREAKTHROUGH T1D-NORTH CAROLINA CHAPTER 205 REGENCY EXECUTIVE PARK DR SUITE 102 CHARLOTTE NC 28217 231907729 501(C)3 35045 0 DONOR DESIGNATED 3RD PARTY FOR GENERAL SUPPORT BUILDING HOPE BUILDING COMMITMENT INC C/O ASCEND NONPROFIT SOLUTIONS 5028 CHESTNUT KNOLL LANE CHARLOTTE NC 28269 854155225 501(C)3 12500 0 PROGRAM OPERATING COST CABARRUS COOPERATIVE CHRISTIAN MINISTRY FOUNDATION 246 COUNTRY CLUB DRIVE NE CONCORD NC 28025 561320818 501(C)3 6678 0 DONOR DESIGNATED 3RD PARTY FOR GENERAL SUPPORT CARE RING INC 601 E 5TH STREET SUITE 140 CHARLOTTE NC 28202 560621073 501(C)3 105531 0 DONOR DESIGNATED FOR GENERAL SUPPORT, PROGRAM OPERATING COST, RESTRICTED FUNDING TO ACHIEVE CONTRACTED SERVICES CATAWBA COUNTY UNITED WAY 2760 TATE BOULEVARD SE HICKORY NC 28602 560774714 501(C)3 15792 0 DONOR DESIGNATED (AND 3RD PARTY) FOR GENERAL SUPPORT CATERPILLAR MINISTRIES PO BOX 2155 HUNTERSVILLE NC 28070 465034459 501(C)3 70000 0 DONOR DESIGNATED FOR GENERAL SUPPORT, PROGRAM OPERATING COST CATHOLIC CHARITIES DIOCESE OF CHARLOTTE 1123 SOUTH CHURCH STREET CHARLOTTE NC 28203 561058954 501(C)3 284207 0 DONOR DESIGNATED 3RD PARTY FOR GENERAL SUPPORT, RESTRICTED PROGRAM FUNDING TO ACHIEVE CONTRACTED OUTCOMES CENTER 360 PO BOX 31653 CHARLOTTE NC 28231 474832156 501(C)3 71000 0 PROGRAM OPERATING COST CHAMPIONS OF CHANGE INC 120 ACADEMY STREET FORT MILL SC 29715 812922258 501(C)3 43433 0 PROGRAM OPERATING COST CHANGE UNIVERSITY 1202 BEATTIES FORD RD SUITE E CHARLOTTE NC 28216 863391919 501(C)3 20000 0 PROGRAM OPERATING COST CHANGING LIVES OUTREACH CENTER CDC 5009 BEATTIES FORD ROAD STE 107 CHARLOTTE NC 28216 832124745 501(C)3 32500 0 PROGRAM OPERATING COST CHARLOTTE BILINGUAL PRESCHOOL 6300 HIGHLAND AVENUE CHARLOTTE NC 28215 364522499 501(C)3 57476 0 DONOR DESIGNATED 3RD PARTY FOR GENERAL SUPPORT, PROGRAM OPERATING COST CHARLOTTE CENTER FOR LEGAL ADVOCACY 5535 ALBEMARLE ROAD CHARLOTTE NC 28212 561202940 501(C)3 35300 0 DONOR DESIGNATED FOR GENERAL SUPPORT, PROGRAM OPERATING COST CHARLOTTE FAMILY HOUSING INC 300 HAWTHORNE LANE CHARLOTTE NC 28204 581599120 501(C)3 10110 0 DONOR DESIGNATED 3RD PARTY FOR GENERAL SUPPORT CHARLOTTE GAYMERS NETWORK INC 1162 EAST 36TH STREET CHARLOTTE NC 28205 872591704 501(C)3 42102 0 PROGRAM OPERATING COST CHARLOTTE SPEECH AND HEARING CENTER INC 741 KENILWORTH AVE SUITE 100 CHARLOTTE NC 28204 560892041 501(C)3 164885 0 DONOR DESIGNATED FOR GENERAL SUPPORT, PROGRAM OPERATING COST CHARLOTTE WORKS 8601 MCALPINE PARK DR SUITE 130 CHARLOTTE NC 28211 562098251 501(C)3 68500 0 PROGRAM OPERATING COST CHARLOTTEEAST PO BOX 9011 CHARLOTTE NC 28299 472951440 501(C)3 102246 0 PROGRAM OPERATING COST CHILD CARE RESOURCES INC 200B REGENCY EXECUTIVE PARK DR SUITE 240 CHARLOTTE NC 28217 561316030 501(C)3 13750 0 DONOR DESIGNATED FOR GENERAL SUPPORT, PROGRAM OPERATING COST CHRISTIAN MINISTRY OF EAST LINCOLN COUNTY INC 4278 CATAWBA BURRIS ROAD DENVER NC 28037 561394959 501(C)3 5772 0 DONOR DESIGNATED 3RD PARTY FOR GENERAL SUPPORT CHRISTLINK 2225 FREEDOM DRIVE STE 5 CHARLOTTE NC 28208 821799633 501(C)3 32500 0 PROGRAM OPERATING COST CINE CASUAL LLC C/O ASHEVILLE CREATIVE ARTS 12721 GLOWING PEAK RD HUNTERSVILLE NC 28078 464551364 501(C)3 12500 0 PROGRAM OPERATING COST CLASSROOM CENTRAL INC 2116 WILKINSON BOULEVARD CHARLOTTE NC 28208 030455618 501(C)3 18293 0 DONOR DESIGNATED 3RD PARTY FOR GENERAL SUPPORT COMMUNITIES IN SCHOOLS OF CHARLOTTE-MECKLENBURG INC 601 E 5TH STREET SUITE 300 CHARLOTTE NC 28202 581661795 501(C)3 55552 0 DONOR DESIGNATED (AND 3RD PARTY) FOR GENERAL SUPPORT, PROGRAM OPERATING COST COMMUNITY HEALTH SERVICES OF UNION COUNTY INC 1338 EAST SUNSET DRIVE SUITE C MONROE NC 28112 460495947 501(C)3 31240 0 DONOR DESIGNATED FOR 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CHARLOTTE NC 28208 204091165 501(C)3 12500 0 PROGRAM OPERATING COST THE RELATIVES INC 119 EAST 8TH STREET CHARLOTTE NC 28202 561082022 501(C)3 15422 0 DONOR DESIGNATED (AND 3RD PARTY) FOR GENERAL SUPPORT THE STUDIO 6150 MILLER ROAD KANNAPOLIS NC 28081 352622358 501(C)3 111725 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 THOMPSON CHILD & FAMILY FOCUS 6800 SAINT PETERS LANE MATHEWS NC 28105 560547460 501(C)3 8215 0 DONOR DESIGNATED (AND 3RD PARTY) FOR GENERAL SUPPORT THRIVE LIBERATION COMMUNITY CENTER 4030 WAKE FOREST RD STE 349 RALEIGH NC 27609 920392351 501(C)3 12500 0 PROGRAM OPERATING COST TRANSFORMATIONS BY CHARLOTTE ANGELS PO BOX 77755 CHARLOTTE NC 28271 844893067 501(C)3 12500 0 PROGRAM OPERATING COST TRUSOLACE COMMUNITY FOUNDATION 4308 KITTY DRIVE CHARLOTTE NC 28216 923889245 501(C)3 32500 0 PROGRAM OPERATING COST TURNING POINT OF UNION COUNTY INC PO BOX 952 MONROE NC 28111 581698701 501(C)3 53453 0 DONOR DESIGNATED (AND 3RD PARTY) FOR GENERAL SUPPORT, PROGRAM OPERATING COST UNC CHARLOTTE GRANTS CONTRACTS CHARLOTTE NC 282230001 560791228 501(C)3 146825 0 PROGRAM OPERATING COST UNION COUNTY COMMUNITY SHELTER 160 MEADOW STREET MONROE NC 28110 582121860 501(C)3 57478 0 DONOR DESIGNATED FOR GENERAL SUPPORT, PROGRAM OPERATING COST UNION COUNTY CRISIS ASSISTANCE MINISTRY INC 1335 W ROOSEVELT BLVD MONROE NC 28110 581631417 501(C)3 81151 0 DONOR DESIGNATED FOR GENERAL SUPPORT, PROGRAM OPERATING COST UNION DIVERSIFIED INDUSTRIES INC 2815 WALKUP AVENUE MONROE NC 28110 560987710 501(C)3 50299 0 DONOR DESIGNATED FOR GENERAL SUPPORT, PROGRAM OPERATING COST UNION-ANSON COUNTY HABITAT FOR HUMANITY INC 3702 OLD CHARLOTTE HIGHWAY MONROE NC 28110 561704668 501(C)3 29589 0 DONOR DESIGNATED FOR GENERAL SUPPORT, PROGRAM OPERATING COST UNITED JEWISH CHARITIES OF GREATER CHARLOTTE INC 5007 PROVIDENCE ROAD SUITE 101 CHARLOTTE NC 28226 561951745 501(C)3 6907 0 DONOR DESIGNATED (AND 3RD PARTY) FOR GENERAL SUPPORT UNITED WAY OF ASHEVILLE & BUNCOMBE COUNTY INC 50 SOUTH FRENCH BROAD AVENUE ASHEVILLE NC 28801 560576157 501(C)3 25827 0 DONOR DESIGNATED (AND 3RD PARTY) FOR GENERAL SUPPORT UNITED WAY OF CLEVELAND COUNTY NC INC 132 WEST GRAHAM STREET SHELBY NC 28150 566030073 501(C)3 6239 0 DONOR DESIGNATED (AND 3RD PARTY) FOR GENERAL SUPPORT UNITED WAY OF FORSYTH COUNTY INC 301 NORTH MAIN STREET SUITE 1700 WINSTON SALEM NC 27101 237357234 501(C)3 6299 0 DONOR DESIGNATED (AND 3RD PARTY) FOR GENERAL SUPPORT UNITED WAY OF GASTON COUNTY INC 200 EAST FRANKLIN BOULEVARD GASTONIA NC 28052 560653356 501(C)3 20287 0 DONOR DESIGNATED (AND 3RD PARTY) FOR GENERAL SUPPORT UNITED WAY OF IREDELL COUNTY 305 NORTH CENTER STREET STATESVILLE NC 28687 560792674 501(C)3 8464 0 DONOR DESIGNATED (AND 3RD PARTY) FOR GENERAL SUPPORT UNITED WAY OF LANCASTER COUNTY INC 109 SOUTH WYLIE STREET LANCASTER SC 29720 570564440 501(C)3 5292 0 DONOR DESIGNATED (AND 3RD PARTY) FOR GENERAL SUPPORT UNITED WAY OF LINCOLN COUNTY INC 101 EAST MAIN STREET 2ND FLOOR LINCOLNTON NC 28092 237125926 501(C)3 19553 0 DONOR DESIGNATED (AND 3RD PARTY) FOR GENERAL SUPPORT UNITED WAY OF NORTH CAROLINA 1130 KILDARE FARM ROAD SUITE 100 CARY NC 27511 560564547 501(C)3 20635 0 DONOR DESIGNATED (AND 3RD PARTY) FOR GENERAL SUPPORT UNITED WAY OF PALM BEACH COUNTY 477 S ROSEMARY AVENUE SUITE 230 WEST PALM BEACH FL 33401 590683258 501(C)3 6515 0 DONOR DESIGNATED 3RD PARTY FOR GENERAL SUPPORT UNITED WAY OF STANLY COUNTY INC 116 EAST NORTH STREET ALBEMARLE NC 28001 560841588 501(C)3 6244 0 DONOR DESIGNATED (AND 3RD PARTY) FOR GENERAL SUPPORT UNITED WAY OF THE GREATER TRIANGLE INC 800 PARK OFFICES DRIVE SUITE 204 DURHAM NC 27709 561949103 501(C)3 5590 0 DONOR DESIGNATED 3RD PARTY FOR GENERAL SUPPORT UNITED WAY OF YORK COUNTY SC 226 NORTHPARK DRIVE SUITE 100 ROCK HILL SC 29730 570360058 501(C)3 22165 0 DONOR DESIGNATED (AND 3RD PARTY) FOR GENERAL SUPPORT UNITED WAY WORLDWIDE 701 NORTH FAIRFAX STREET ALEXANDRIA VA 22314 131635294 501(C)3 8330 0 DONOR DESIGNATED 3RD PARTY FOR GENERAL SUPPORT URBAN INSTITUTE FOR STRENGTHENING FAMILIES 8410 PIT STOP COURT NW SUITE 127 CONCORD NC 28027 814025067 501(C)3 60000 0 PROGRAM OPERATING COST URBAN LEAGUE OF CENTRAL CAROLINAS INC 740 WEST 5TH STREET CHARLOTTE NC 28202 561218704 501(C)3 12177 0 DONOR DESIGNATED (AND 3RD PARTY) FOR GENERAL SUPPORT URBAN PROMISE CHARLOTTE PO BOX 12213 CHARLOTTE NC 28220 472302870 501(C)3 48812 0 DONOR DESIGNATED FOR GENERAL SUPPORT, PROGRAM OPERATING COST WEST BOULEVARD NEIGHBORHOOD COALITION PO BOX 669755 CHARLOTTE NC 28266 300401238 501(C)3 102246 0 PROGRAM OPERATING COST YOUNG BLACK LEADERSHIP ALLIANCE 4112 OLD PINEVILLE ROAD CHARLOTTE NC 28217 262984776 501(C)3 7775 0 DONOR DESIGNATED (AND 3RD PARTY) FOR GENERAL SUPPORT YOUNG ICONS 3711 LATROBE DR STE 510 CHARLOTTE NC 28211 853635794 501(C)3 12500 0 PROGRAM OPERATING COST YOUTH DEVELOPMENT INITIATIVES INC PO BOX 480480 CHARLOTTE NC 28269 141954707 501(C)3 68703 0 PROGRAM OPERATING COST YOUTH STYLE FITNESS INC 4205 STUART ANDREW BLVD STE I CHARLOTTE NC 28217 832026413 501(C)3 32500 0 PROGRAM OPERATING COST YWCA CENTRAL CAROLINAS 3420 PARK ROAD CHARLOTTE NC 28209 560532139 501(C)3 44189 0 DONOR DESIGNATED FOR GENERAL SUPPORT, PROGRAM OPERATING COST ZEALOUS EMPOWERING NURTURER 3733 PROSPERITY CHURCH RD CHARLOTTE NC 28269 872675769 501(C)3 12500 0 PROGRAM OPERATING COST 211 0 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 X X 0 1 0 0 0 0 0 0 0 KATHRYN FIRMIN-SELLERS INTERIM PRESIDENT /CEO (AS OF 7/24) 180321 0 20000 0 0 0 6896 0 25305 0 232522 0 0 0 LAURA YATES CLARK PRESIDENT/CEO (THRU 6/24) 178116 0 35000 0 0 0 9601 0 7762 0 230479 0 0 0 CLINT HILL CHIEF DEVELOP. OFFICER (THRU 3/25) 172651 0 5000 0 0 0 4035 0 15525 0 197211 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. PART I, LINE 4B LAURA YATES CLARK'S COMPENSATION REPORTED ON FORM 990, PART VII INCLUDED $2,117 FOR SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN; TERMS AND CONDITIONS WERE AS FOLLOWS: 457 PLAN KATHRYN FIRMIN-SELLERS'S COMPENSATION REPORTED ON FORM 990, PART VII INCLUDED $2,084 FOR SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN; TERMS AND CONDITIONS WERE AS FOLLOWS: 457 PLAN CLINTON HILL'S COMPENSATION REPORTED ON FORM 990, PART VII INCLUDED $1,773 FOR SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN; TERMS AND CONDITIONS WERE AS FOLLOWS: 457 PLAN FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE ACTS AS A "COMPENSATION COMMITTEE" IN THE CONTEXT OF ESTABLISHING COMPENSATION FOR THE CEO/EXECUTIVE DIRECTOR. 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 NON-PROFIT ORGANIZATIONS OF SIMILAR SIZE IS REFERENCED IN COMPENSATION DECISIONS. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2025. 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 DURING THE TAX YEAR, SEVERAL STAFF MEMBERS REPORTED IN PART VII SERVED IN MULTIPLE ROLES DUE TO MID-YEAR TRANSITIONS. THE FOLLOWING INDIVIDUALS HELD TWO POSITIONS WITHIN THE ORGANIZATION DURING THE TAX YEAR: * KATHRYN FIRMIN-SELLERS, CHIEF IMPACT OFFICER (THRU 6/2024), INTERIM PRESIDENT/CEO (AS OF 7/2024) * KENDRA GREEN, AVP OF DONOR OPERATIONS (THRU 7/2024), CHIEF ADMINISTRATIVE OFFICER (AS OF 8/2024) * JAMESE IVY, DIRECTOR OF COMMUNITY INITIATIVES (THUR 6/2024), INTERIM CHIEF IMPACT OFFICER (AS OF 7/2024) * LEANNE SKIPPER - VP RESOURCE DEVELOPMENT (THRU 2/2025), INTERIM CHIEF DEVELOPMENT OFFICER (AS OF 3/2025) FORM 990, PART IX, LINE 11G CONTRACT LABOR AND SERVICES: PROGRAM SERVICE EXPENSES 1,809,227. MANAGEMENT AND GENERAL EXPENSES 571,559. FUNDRAISING EXPENSES 59,606. TOTAL EXPENSES 2,440,392. FORM 990, PART IX, LINE 24A DURING THE YEAR ENDED JUNE 30, 2025, THE ORGANIZATION RECOGNIZED A TOTAL REDUCTION IN NET ASSETS OF APPROXIMATELY $5,206,000, PRIMARILY DRIVEN BY A BAD DEBT LOSS OF APPROXIMATELY $300,000 AND BAD DEBT EXPENSE OF APPROXIMATELY $2,565,000, RELATED TO SPECIFIC GRANT AND GOVERNMENT RECEIVABLES, RESPECTIVELY. THE ORGANIZATION RECEIVED THREE SEPARATE NOTIFICATIONS FROM DONORS AND GRANTORS THAT LED MANAGEMENT TO DETERMINE THE COLLECTION OF THESE SPECIFIC RECEIVABLES WAS NO LONGER PROBABLE. BASED ON KNOWN INFORMATION THROUGH DECEMBER 12, 2025, MANAGEMENT BELIEVES THAT ALL THREE INSTANCES ARE ISOLATED, UNRELATED, AND NOT INDICATIVE OF THE ORGANIZATION'S ONGOING PROGRAMMATIC OPERATIONS OR STANDARD COLLECTION EXPERIENCE. THUS, MANAGEMENT BELIEVES THAT THE REMAINING RECEIVABLES ARE COLLECTIBLE. FURTHERMORE, THE ORGANIZATION MAINTAINS APPROXIMATELY $14,676,000 IN INVESTMENTS, OF WHICH APPROXIMATELY $13,340,000 DOES NOT HAVE ANY DONOR RESTRICTIONS. THESE HIGHLY LIQUID ASSETS ARE AVAILABLE TO BE USED IN OPERATIONS AT MANAGEMENT'S DISCRETION TO SUPPORT ONGOING OPERATIONS AND MITIGATE THE FINANCIAL IMPACT ON THE ORGANIZATION'S ABILITY TO FURTHER ITS MISSION IN THE COMMUNITY FROM THESE ISOLATED EVENTS. AS PART OF THE ONGOING MANAGEMENT OF LIQUIDITY, THE ORGANIZATION MONITORS ITS CASH FLOWS AND AVAILABILITY OF RESOURCES. THE ORGANIZATION HAS A POLICY TO STRUCTURE ITS FINANCIAL ASSETS TO BE AVAILABLE AS GENERAL EXPENDITURES, FUNDS FOR WHICH ARE CONSIDERED TO BE FOR ONGOING ACTIVITIES OF THE ORGANIZATION. 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.