2026-06-01T13:35:31-05:00 2025-12-31 844233121 SHARPE PATEL CPA 5510 SIX FORKS ROAD SUITE 140 RALEIGH NC 27609 990 2025-01-01 581897275 UNITED WAY OF CHATHAM COUNTY UNIT 9195421110 PO BOX 1066 PITTSBORO NC 27312 PETER KOELSCH BOARD CHAIR 9195421110 2026-06-01 1 REBECCA FISHER P01690017 7044993893 2026-06-01 2025 2025-03-06 01:10:19Z PETER KOELSCH PO BOX 1066 PITTSBORO NC 27312 834538 0 X WWW.UNITEDWAYOFCHATHAMCOUNTY.ORG X 1990 NC THE MISSION OF THE UNITED WAY OF CHATHAM COUNTY IS TO ADDRESS THE MOST CRITICAL NEEDS OF COUNTY RESIDENTS. 17 17 6 55 0 0 803675 766634 0 0 44290 57376 8701 10528 856666 834538 474634 346380 0 0 266181 332606 0 0 78144 102655 106369 843470 785355 13196 49183 1596951 1624931 204578 178632 1392373 1446299 THE MISSION OF THE UNITED WAY OF CHATHAM COUNTY IS TO ADDRESS THE MOST CRITICAL NEEDS OF COUNTY RESIDENTS. 0 0 619487 346380 10528 THE ORGANIZATION MOBILIZES COMMUNITY RESOURCES TO ADDRESS THE MOST CRITICAL NEEDS OF CHATHAM COUNTY RESIDENTS. THROUGH AN ANNUAL FUNDRAISING CAMPAIGN AND STRATEGIC INVESTMENT PROCESS, FUNDS ARE DIRECTED TO HIGH-IMPACT LOCAL NONPROFIT PARTNERS PROVIDING ESSENTIAL HUMAN SERVICES. IN ADDITION TO GRANTMAKING, THE ORGANIZATION SERVES AS A COMMUNITY CONVENER, WORKING WITH NONPROFITS, GOVERNMENT AGENCIES, AND STAKEHOLDERS TO IDENTIFY PRIORITY ISSUES AND IMPLEMENT COORDINATED SOLUTIONS. VOLUNTEERS AND PARTNERS GUIDE FUNDING DECISIONS AND EVALUATE OUTCOMES TO ENSURE ACCOUNTABILITY AND MEASURABLE IMPACT. THE ORGANIZATION ALSO PARTICIPATES IN COLLABORATIVE INITIATIVES ADDRESSING COMPLEX COMMUNITY CHALLENGES AND IMPROVING ACCESS TO SERVICES. 619487 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 2 0 6 1 0 0 0 0 0 0 0 0 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NC X X ALANE COORE 9195421110 PO BOX 1066 PITTSBORO NC 27312 KRISTINA VRABEL BOARD CHAIR 2.00 X X 0 0 0 MARK KORELL VICE CHAIR 2.00 X X 0 0 0 RODD BAXTER TREASURER 2.00 X X 0 0 0 KAMIRA JONES SECRETARY 2.00 X X 0 0 0 LAURANE MENDELSOHN IMMEDIATE PAST CHAIR 2.00 X X 0 0 0 ANNE BISHOP BOARD MEMBER 2.00 X 0 0 0 ALLISON BOLIN BOARD MEMBER 2.00 X 0 0 0 JANIE BUTLER BOARD MEMBER 2.00 X 0 0 0 JAIME CASTANER WEISS BOARD MEMBER 2.00 X 0 0 0 JIM DEAN BOARD MEMBER 2.00 X 0 0 0 RENITA FOXX BOARD MEMBER 2.00 X 0 0 0 PETER KOELSCH BOARD MEMBER 2.00 X 0 0 0 DENNIS LEWIS BOARD MEMBER 2.00 X 0 0 0 GARY SANDEFUR BOARD MEMBER 2.00 X 0 0 0 NEHA SHAH BOARD MEMBER 2.00 X 0 0 0 ELLEN SHANAHAN BOARD MEMBER 2.00 X 0 0 0 JAN SHERWIN BOARD MEMBER 2.00 X 0 0 0 SHARON WELLMAN BOARD MEMBER 2.00 X 0 0 0 CARLOS LIMA EXECUTIVE DIRECTOR 40.00 X 52514 0 0 KATIE CHILDS EXECUTIVE DIRECTOR (FORMER) 34.00 X 30939 0 0 83453 0 0 0 0 0 0 0 726664 39970 6270 766634 57376 57376 OTHER INCOME 900099 8159 8159 ADMIN FEES 900099 2369 2369 10528 834538 10528 0 57376 346380 346380 83453 54119 17383 11951 180833 117270 37668 25895 47673 30916 9930 6827 20647 13389 4301 2957 9306 6035 1938 1333 12582 8159 2621 1802 725 470 151 104 2916 1891 607 418 6540 4241 1362 937 1834 1189 382 263 18518 12009 3857 2652 3544 2298 738 508 DUES 21703 14074 4521 3108 CAMPAIGN EXPENSES 17832 17832 REPAIRS & MAINTENANCE 10167 6593 2118 1456 MISCELLANEOUS 500 323 105 72 202 131 42 29 785355 619487 87724 78144 392221 187514 916847 1035818 99193 94465 1206 466 2565 2565 40698 35676 7014 5022 177905 299081 1596951 1624931 7037 22466 190305 138401 7236 17765 204578 178632 X 537351 664851 855022 781448 1392373 1446299 1596951 1624931 49183 4743 0 X 0 1 X 1 0 X 710577 640645 1041674 803675 766634 3963205 710577 640645 1041674 803675 766634 3963205 106389 3856816 3601 1865 5275 44290 57376 112407 10134 7934 8359 26427 4102039 71843 0.94020 0.95570 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 181072 37500 62447 300 280719 106488 45016 -35827 6259 181072 106488 106488 118335 -10744 1103 106488 118673 882 1220 118335 1.00000 0 0 40698 35676 5022 5022 DEPOSITS 597 BENEFICIAL INTEREST IN POOLED ACCOUNTS 8195 RIGHT TO USE LEASE ASSET NET OF AMORTIZATION 17765 LEGACY FUND 272524 299081 LEASE LIABILITY 17765 17765 X 839281 4743 4743 834538 0 834538 785355 0 785355 0 785355 PART V, LINE 4: EACH YEAR, A PORTION OF THE BALANCE IS CONSIDERED SPENDABLE, WITHOUT DONOR RESTRICTIONS, AND IS INVESTED IN CASH OR A SIMILARLY LIQUID INVESTMENT. THE REMAINDER OF THE BALANCE IS CONSIDERED NON-SPENDABLE, WITH BOARD-DESIGNATED RESTRICTIONS, AND IS USED TO GENERATE FUTURE EARNINGS. PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM INCOME TAXES AS A NOT-FOR-PROFIT ORGANIZATION UNDER INTERNAL REVENUE SERVICE (IRS) CODE SECTION 501(C)(3) AND FROM STATE INCOME TAXES UNDER SIMILAR PROVISIONS OF NORTH CAROLINA TAX LAWS. DURING THE YEARS ENDED DECEMBER 31, 2025, AND 2024, THE ORGANIZATION REPORTED NO UNRELATED BUSINESS TAXABLE INCOME, WHICH IS DEFINED BY THE IRS AS GROSS INCOME DERIVED FROM ANY UNRELATED TRADE OR BUSINESS THAT IS NOT SUBSTANTIALLY RELATED TO THE ORGANIZATION'S TAX-EXEMPT PURPOSE. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN RECORDED. THE PROVISIONS OF FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ACCOUNTING STANDARDS UPDATE (ASU) 740-10-25, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, REQUIRE AN ORGANIZATION TO RECOGNIZE TAX POSITIONS WHEN IT IS MORE LIKELY THAN NOT THE POSITION WILL BE SUSTAINED BY TAX AUTHORITIES. THE IMPLEMENTATION HAD NO IMPACT ON THE ORGANIZATION'S FINANCIAL STATEMENTS. THE ORGANIZATION DOES NOT BELIEVE THERE ARE ANY MATERIAL UNCERTAIN TAX POSITIONS AND, ACCORDINGLY, IT WILL NOT RECOGNIZE ANY LIABILITY FOR UNRECOGNIZED TAX BENEFITS. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX YEARS IN PROGRESS. THE ORGANIZATION BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR THE YEARS PRIOR TO 2022. AT DECEMBER 31, 2025, AND 2024, THE ORGANIZATION HAD NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. 1 BOYS AND GIRLS CLUB 1414 BRAGG STREET SANFORD NC 27330 561923703 501C3 15050 0 HUMAN SERVICE ORG CHATHAM CARES PHARMACY 127 EAST RALEIGH ST SILER CITY NC 27344 412170926 501C3 22500 0 HUMAN SERVICE ORG CHATHAM COUNTY 4H 1192 US HWY 64W BUSINESS PITTSBORO NC 27312 473167185 501C3 12500 0 HUMAN SERVICE ORG CHATHAM COUNTY PARTNERSHIP FOR CHILDREN 220 CHATHAM BUSINESS DRIVE PITTSBORO NC 27312 561885127 501C3 39500 0 HUMAN SERVICE ORG CHATHAM LITERACY COUNCIL PO BOX 1696 PITTSBORO NC 27312 581870076 501C3 53800 0 HUMAN SERVICE ORG CHATHAM TRADES PO BOX 511 SILER CITY NC 27344 561272201 501C3 20500 0 HUMAN SERVICE ORG COMMUNITIES IN SCHOOLS PO BOX 903 SILER CITY NC 27344 581289174 501C3 46550 0 HUMAN SERVICE ORG CORA FOOD PANTRY PO BOX 1326 PITTSBORO NC 27312 561668767 501C3 32500 0 HUMAN SERVICE ORG LOVE CHATHAM 421 NORTH HOLLY AVE SILER CITY NC 27344 861481922 501C3 35000 0 HUMAN SERVICE ORG SALVATION ARMY OF CHATHAM COUNTY PO BOX 5310 GREENSBORO NC 27435 566210330 501C3 24000 0 HUMAN SERVICE ORG THE LEARNING TRAIL PO BOX 3061 PITTSBORO NC 27312 471642083 501C3 11600 0 HUMAN SERVICE ORG 11 PART I, LINE 2: UNITED WAY REQUIRES AGENCIES TO GO THROUGH A CERTIFICATION PROCESS BEFORE FUNDING IS AWARDED. THIS PROCESS ENSURES DONORS THAT PROGRAMS OPERATED BY NON-PROFIT AGENCIES MEET GENERALLY ACCEPTED ORGANIZATIONAL OPERATING PRINCIPLES. CERTIFICATION TEAMS REVIEW FOUR ORGANIZATIONAL AREAS: FINANCIAL, LEGAL, GOVERNANCE, AND HUMAN RESOURCES. UNITED WAY ALSO REQUIRES THAT AGENCIES SUBMIT A MID-YEAR AND YEAR-END REPORT DETAILING PROGRESS TOWARDS GOALS AND USAGE OF FUNDS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS GIVEN TO EVERY BOARD MEMBER FOR REVIEW. EACH BOARD MEMBER SIGNS A WRITTEN CONFIRMATION THAT THEY HAVE RECEIVED AND REVIEWED THE FORM. ONCE THE REVIEW IS CONFIRMED BY THE BOARD MEMBERS AND ANY ISSUES ARE ADDRESSED, THE FORM 990 IS SUBMITTED. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION'S CONFLICT OF INTEREST POLICY IS LOCATED WITHIN THEIR CODE OF ETHICS POLICY, WHICH IS SIGNED EVERY YEAR BY THE BOARD AND STAFF. IT IS ENFORCED. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE DIRECTOR HAS AN ANNUAL REVIEW BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST.