2026-03-09T13:19:30-05:00 2025-06-30 410746749 CLIFTONLARSONALLEN 29 SOUTH MAIN STREET 4TH FLOOR WEST HARTFORD CT 06107 990 2024-07-01 560599239 UNITED WAY OF ALAMANCE COUNTY UNIT 3364382000 220 E FRONT STREET BURLINGTON NC 27215 VICTORIA STADLER TREASURER 3364382000 2026-03-09 1 1 ALEXANDRA SPIELVOGEL P02040631 8602316628 2026-03-09 2024 2025-03-06 01:10:19Z VICTORIA STADLER 220 E FRONT STREET BURLINGTON NC 27215 739352 0 X UWALAMANCE.ORG X 1953 NC UNITED WAY OF ALAMANCE COUNTY MOBILIZES PEOPLE AND RESOURCES TO REDUCE POVERTY AND ADVANCE EQUITY IN ALAMANCE COUNTY BY ADDRESSING BARRIERS, PROMOTING SOCIAL MOBILITY, AND STRENGTHENING COMMUNITY RESILIENCE. 14 14 7 103 0 0 818895 713877 0 0 33813 24829 10826 646 863534 739352 316098 233916 0 0 516611 341156 0 0 58980 188921 213192 1021630 788264 -158096 -48912 1290024 1274556 187944 187744 1102080 1086812 X UNITED WAY OF ALAMANCE COUNTY ENVISIONS A COMMUNITY THAT COMES TOGETHER TO BREAK DOWN BARRIERS, ELIMINATE INEQUITIES, AND END POVERTY. SEE CONTINUATION ON SCHEDULE O 0 0 280649 NC 211, SUPPORTED LOCALLY BY UNITED WAY OF ALAMANCE COUNTY, NC 211 IS A FREE, CONFIDENTIAL INFORMATION AND REFERRAL SERVICE THAT CONNECTS INDIVIDUALS AND FAMILIES TO HEALTH AND HUMAN SERVICE RESOURCES WITHIN THEIR COMMUNITY. CALLERS ARE ASSISTED BY TRAINED COMMUNITY RESOURCE SPECIALISTS WHO LISTEN TO THEIR NEEDS, ASSESS INDIVIDUAL CIRCUMSTANCES, AND PROVIDE REFERRALS TO VERIFIED LOCAL ORGANIZATIONS OFFERING SUPPORT WITH BASIC NEEDS, INCLUDING HOUSING AND UTILITY ASSISTANCE, FOOD, HEALTHCARE, TRANSPORTATION, AND OTHER ESSENTIAL SERVICES. DURING THE 2025 CALENDAR YEAR, NC 211 DATA INDICATES THAT MORE THAN 5,700 CALLS WERE RECEIVED FROM INDIVIDUALS SEEKING ASSISTANCE WITH SERVICES IN ALAMANCE COUNTY. IN ADDITION, LOCAL UNITED WAY STAFF FIELD DOZENS OF CALLS EACH MONTH FROM COMMUNITY MEMBERS AND THEIR ADVOCATES SEEKING GUIDANCE AND REFERRALS TO AVAILABLE RESOURCES.COMMUNITY PARTNERSHIPS AND PROGRAMSHOUSING ALAMANCE IS A COLLABORATIVE INITIATIVE SUPPORTED BY UNITED WAY OF ALAMANCE COUNTY. IN 2025, THE INITIATIVE CONVENED A DIVERSE CROSS-SECTION OF COMMUNITY MEMBERS, HOUSING PROFESSIONALS, NONPROFIT ORGANIZATIONS, AND LOCAL PARTNERS THROUGH STRUCTURED HOUSING WORKGROUPS TO FOSTER THOUGHT LEADERSHIP, POLICY DEVELOPMENT, AND COORDINATED ACTION AIMED AT ADVANCING EQUITABLE ACCESS TO SAFE, AFFORDABLE HOUSING IN ALAMANCE COUNTY, WITH AN EMPHASIS ON EDUCATION AND ADVOCACY. THROUGH COLLABORATION ACROSS MULTIPLE TEAMS, COLLECTIVE MEMBERS IDENTIFIED PRIORITY HOUSING CHALLENGES IMPACTING THE COMMUNITY, WITH EVICTION PREVENTION AND EDUCATION EMERGING AS A KEY AREA OF FOCUS. BEGINNING IN DECEMBER 2025, UNITED WAY OF ALAMANCE COUNTY ADVANCED THIS EVICTION-RELATED WORK THROUGH COMMUNITY ENGAGEMENT, EDUCATIONAL PROGRAMMING, AND DATA COLLECTION TO INFORM FUTURE HOUSING STRATEGIES AND SOLUTIONS.TAX TIME IS A FREE INCOME TAX PREPARATION SERVICE THAT PRIMARILY SERVES THE ELDERLY, LOW-INCOME, AND INDIVIDUALS WITH DISABILITIES LIVING IN ALAMANCE COUNTY. TAX PREPARATION SERVICES WERE PROVIDED BY TRAINED COMMUNITY AND STUDENT VOLUNTEERS WHO SUPPORT EQUITABLE ACCESS TO ESSENTIAL FINANCIAL SERVICES. THE PROGRAM'S PRIMARY GOAL IS TO HELP INDIVIDUALS AND FAMILIES SAVE TIME AND MONEY BY ENSURING ACCURATE TAX FILING AND MAXIMIZING ELIGIBLE CREDITS AND REFUNDS. DURING THE MOST RECENT TAX SEASON, MORE THAN 800 INDIVIDUALS WERE SERVED THROUGH THE VITA TAX TIME PROGRAM.COMMUNITY COUNCIL IS UNITED WAY OF ALAMANCE COUNTY'S SIGNATURE MONTHLY CONVENING DESIGNED TO BRING TOGETHER LEADERS AND STAKEHOLDERS FROM MULTIPLE SECTORS TO ADDRESS CRITICAL COMMUNITY NEEDS, PROMOTE VOLUNTEERISM, SHARE RESOURCES, AND STRENGTHEN RELATIONSHIPS. EACH MEETING IS ORGANIZED AROUND A DIFFERENT THEME AND FEATURES A RANGE OF FORMATS, INCLUDING GUEST SPEAKERS, PANEL DISCUSSIONS, AND FACILITATED NETWORKING. THE PROGRAM PROVIDES DEDICATED, RECURRING OPPORTUNITIES FOR COMMUNITY LEADERS AND RESIDENTS TO DEEPEN CONNECTIONS AND COLLABORATE ON SOLUTIONS. ALL COMMUNITY COUNCIL MEETINGS ARE OPEN TO THE PUBLIC. IN ADDITION TO IN-PERSON CONVENINGS, UNITED WAY OF ALAMANCE COUNTY DISTRIBUTES REGULAR COMMUNITY COUNCIL EMAIL ANNOUNCEMENTS TO KEEP COMMUNITY MEMBERS INFORMED ABOUT LOCAL INITIATIVES, EVENTS, AND ENGAGEMENT OPPORTUNITIES ACROSS THE COUNTY. 233916 233916 COMMUNITY INVESTMENTSUNITED WAY OF ALAMANCE COUNTY INVESTED IN LOCAL NONPROFIT ORGANIZATIONS BY PROVIDING FINANCIAL SUPPORT FOR PROGRAMS THAT INCREASED ACCESS TO BASIC NEEDS, INCLUDING HOUSING STABILITY, FOOD SECURITY, HEALTHCARE, CLOTHING, AND PATHWAYS TO ECONOMIC MOBILITY. FUNDING WAS AWARDED TO AGENCIES DEMONSTRATING MEASURABLE IMPACT AND A PROVEN COMMITMENT TO ALLEVIATING POVERTY IN ALAMANCE COUNTY. GRANT RECOMMENDATIONS WERE MADE ANNUALLY THROUGH A COMPETITIVE REVIEW PROCESS CONDUCTED BY TRAINED COMMUNITY VOLUNTEERS. IN 2025, UNITED WAY OF ALAMANCE COUNTY INVESTED MORE THAN $275,000 IN LOCAL NONPROFIT PARTNERS SUPPORTING THESE CRITICAL SERVICES. 514565 1 1 0 0 0 0 0 0 0 1 1 0 0 1 0 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 0 0 7 1 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 NC X X KASEY COFFEY 3364382000 220 E FRONT ST BURLINGTON NC 27215 LACEY DABBS PRESIDENT THRU 10/03/25 1.00 X 74533 0 780 ELIZABETH GORDON INTERIM PRESIDENT THRU 08/24 1.00 X 40750 0 5491 PATRICK NOLTEMEYER CHAIR 5.00 X X 0 0 0 ADRIAN DAYE PAST CHAIR 1.00 X X 0 0 0 VICTORIA STADLER TREASURER 5.00 X X 0 0 0 KELLY CARLISLE DIRECTOR 1.00 X 0 0 0 MISSY FLORA DIRECTOR 1.00 X 0 0 0 LISA GABEL DIRECTOR 1.00 X 0 0 0 ALEJANDRO GARCIA DIRECTOR 1.00 X 0 0 0 JOSEFVON JONES DIRECTOR 1.00 X 0 0 0 RACHEL KELLY DIRECTOR 1.00 X 0 0 0 LORENA LARA DIRECTOR 1.00 X 0 0 0 TERESA WILEY DIRECTOR 1.00 X 0 0 0 KATIE WISE DIRECTOR 1.00 X 0 0 0 TABITHA DAVIS DIRECTOR 1.00 X 0 0 0 INDIA KINGERY DIRECTOR 1.00 X 0 0 0 TRYONNA HOOKER DIRECTOR (UNTIL 07/24) 1.00 X 0 0 0 115283 0 6271 0 0 0 0 0 713877 8750 713877 14075 14075 10754 0 10754 10754 10754 OTHER INCOME 900099 646 646 646 739352 0 0 25475 233916 233916 114199 62454 35482 16263 163229 87792 69392 6045 19904 10111 8040 1753 26589 14560 10176 1853 17235 9307 6549 1379 24000 24000 6138 6138 10685 7910 2775 1961 1059 745 157 3865 2087 1469 309 1512 816 575 121 17463 9430 6636 1397 1071 578 407 86 18477 9978 7021 1478 8194 8194 CREDIT LOSS EXPENSE 56628 30579 21519 4530 COMMUNITY IMPACT 22086 22086 CAMPAIGN EXPENSES 14271 14271 BANK & CREDIT CARD FEES 8379 4525 3184 670 18462 7377 5192 5893 788264 514565 214719 58980 175680 170418 162434 123897 136 287 2930 607770 201244 425003 406526 290017 272484 259549 275219 1290024 1274556 187944 5533 182211 187944 187744 X 509756 687697 592324 399115 1102080 1086812 1290024 1274556 -48912 33644 0 X 0 1 X 1 0 X 976402 1014734 1190507 818895 713877 4714415 976402 1014734 1190507 818895 713877 4714415 795312 3919103 59900 15851 28498 33813 14075 152137 646 646 4867198 0.80520 0.83390 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2024 AMOUNT: $ 646. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 272484 29970 9290 3147 290017 234161 9762 31446 2885 272484 204539 9520 22655 2553 234161 223413 12000 -28353 2521 204539 161439 13150 55594 4469 2301 223413 1.00000 0.00000 0.00000 1 0 504041 101444 402597 19070 15593 3477 84659 84207 452 406526 BENEFICIAL INTEREST IN PERPETUAL TRUST 275219 275219 X 766858 33644 33644 733214 6138 6138 739352 782126 0 782126 6138 6138 788264 PART V, LINE 4: THE ORGANIZATION ESTABLISHED FUNDS FOR QUASI-ENDOWMENT PURPOSES, HELD WITH THE ALAMANCE COMMUNITY FOUNDATION. TO BE USED FOR GENERAL AND ADMINISTRATIVE AND FACILITIES RELATED EXPENSES. PART X, LINE 2: AS A PUBLIC CHARITY, UNITED WAY OF ALAMANCE COUNTY IS EXEMPT FROM PAYING CORPORATE FEDERAL INCOME TAX UNDER SECTION 5013 OF THE INTERNAL REVENUE CODE. UNITED WAY OF ALAMANCE COUNTY IS ALSO EXEMPT FROM NORTH CAROLINA FRANCHISE OR INCOME TAXES. UNITED WAY OF ALAMANCE COUNTY HAS EVALUATED ITS TAX POSITIONS AND DETERMINED IT HAS NO UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2025. 1 ALAMANCE COMMUNITY COLLEGE ACADEMIC & CAREER READINESS 1247 JIMMIE KERR ROAD GRAHAM NC 27253 581511004 501(C)(3) 16992 0 COMMUNITY SUPPORT ALAMANCE PARTNERSHIP FOR CHILDREN 2322 RIVER RD BURLINGTON NC 27217 561884459 501(C)(3) 10000 0 COMMUNITY SUPPORT BURLINGTON LAND TRUST PO BOX 5094 BURLINGTON NC 27216 883537098 501(C)(3) 15000 0 COMMUNITY SUPPORT BURLINGTON DEVELOPMENT CORPORATION 133 N IRELAND ST BURLINGTON NC 27217 561878125 501(C)(3) 18415 0 COMMUNITY SUPPORT CATHOLIC CHARITIES OF THE DIOCESE OF RALEIGH 7200 STONEHENGE DR RALEIGH NC 27613 560529943 501(C)(3) 7117 0 COMMUNITY SUPPORT CITYGATE DREAM CENTER 1423 N CHURCH ST BURLINGTON NC 27217 825426624 501(C)(3) 16787 0 COMMUNITY SUPPORT CROSSROADS 1206 VAUGHN RD BURLINGTON NC 27217 561550998 501(C)(3) 10658 0 COMMUNITY SUPPORT BENEVOLENCE FARM PO BOX 1313 GRAHAM NC 27253 263685507 501(C)(3) 7500 0 COMMUNITY SUPPORT ELON UNIVERSITY 732 E HAGGARD AVE ELON NC 27244 560532303 501(C)(3) 12730 0 COMMUNITY SUPPORT FREEDOM'S HOPE COMPASSIONATE MINISTRIES 302 N LOGAN ST BURLINGTON NC 27217 821453446 501(C)(3) 10775 0 COMMUNITY SUPPORT HABITAT FOR HUMANITY ALAMANCE COUNTY PO BOX 5036 BURLINGTON NC 27216 561597641 501(C)(3) 7500 0 COMMUNITY SUPPORT OPEN DOOR CLINIC OF ALAMANCE COUNTY 221 N GRAHAM-HOPEDALE RD BURLINGTON NC 27217 561794210 501(C)(3) 12235 0 COMMUNITY SUPPORT SOUTHERN ALAMANCE FAMILY EMPOWERMENT 5950 NC-87 GRAHAM NC 27217 462764405 501(C)(3) 17056 0 COMMUNITY SUPPORT SUSTAINABLE ALAMANCE 715 N CHURCH ST BURLINGTON NC 27217 263294877 501(C)(3) 10000 0 COMMUNITY SUPPORT THE SALVATION ARMY OF ALAMANCE COUNTY 812 N ANTHONY ST BURLINGTON NC 27217 580660607 501(C)(3) 8258 0 COMMUNITY SUPPORT THE SALVATION ARMY BOYS & GIRLS CLUB OF ALAMANCE COUNTY 812 N ANTHONY ST BURLINGTON NC 27217 580660607 501(C)(3) 21500 0 COMMUNITY SUPPORT WOMEN'S RESOURCE CENTER IN ALAMANCE COUNTY 411 W 5TH ST SUITE B BURLINGTON NC 27215 581917630 501(C)(3) 13354 0 COMMUNITY SUPPORT 19 0 PART I, LINE 2: FOR GRANTS THAT ARE GIVEN TO OTHER ORGANIZATIONS, THERE IS AN APPLICATION PORTION, AND THIS SECTION HAS BUDGETING FOR THE GRANT. THERE ARE THEN CHECKPOINTS AND REPORTING THROUGHOUTTHE YEAR ON THE IMPACT OF THE FUNDING, AS WELL AS HOW THE FUNDING WAS USED DURING THAT PERIOD. THIS IS ALSO COMPLETED AT END OF YEAR WHEN THE GRANT SHOULD HAVE BEEN USED UP. FORM 990, PART III, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: OUR MISSION IS TO RADICALLY DECREASE THE NUMBER OF FAMILIES IN POVERTY BY ADVANCING SOCIAL EQUITY PRACTICES THAT PROMOTE SOCIAL MOBILITY AND PROVIDE OPPORTUNITIES THAT BUILD A RESILIENT COMMUNITY. WE HELP THE ALAMANCE COMMUNITY BY MOBILIZING THE RIGHT PEOPLE AND RESOURCES AT THE RIGHT TIME TO NAVIGATE CURRENT CHALLENGES AND BUILD A BETTER TOMORROW. OUR ORGANIZATION IS EQUIPPED TO MEET THE MOST PRESSING NEEDS OF ALAMANCE COUNTY RESIDENTS GIVEN OUR PARTNERSHIPS WITH LOCAL AGENCIES THAT FOCUS ON CO-CREATING COMMUNITY DRIVEN SOLUTIONS. OUR PROGRAMS, SERVICES, AND FUNDING ARE FOCUSED ON INCREASING EQUITABLE ACCESS TO BASIC NEEDS SUCH AS HOUSING, FOOD, MEDICAL CARE, AND OPPORTUNITIES FOR ECONOMIC MOBILITY. EACH YEAR, UNITED WAY OF ALAMANCE COUNTY RAISES FUNDS THROUGH SPONSORSHIPS, CORPORATE GIFTS, WORKPLACE CAMPAIGNS AND INCOMING GRANTS IN ORDER TO FUND OUR COMMUNITY'S MOST PRESSING NEEDS. THESE NEEDS ARE IDENTIFIED THROUGH THE COMMUNITY HEALTH ASSESSMENT, CENSUS DATA, AND 211 CALLER DATA (SEE BELOW). UNITED WAY FUNDED PROGRAMS AND AGENCIES IMPACT OVER 42,000 LIVES ANNUALLY IN ALAMANCE COUNTY. OUR PROGRAMS AND SERVICES FOSTER LONG-TERM, POSITIVE CHANGE IN OUR COMMUNITY. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE IS THE PRESIDENT, BOARD CHAIR, AND TREASURER. THEY MEET WEEKLY TO CHECK IN WITH THE ORGANIZATION AND CONFIRM CURRENT ACTIVITIES. THE BOARD MEETS MONTHLY, AND ANY ISSUES THAT ARISE DURING THE EXECUTIVE MEETING CAN BE PRESENTED TO THE FULL BOARD. THIS EXECUTIVE COMMITTEE IS TO PROVIDE SUPPORT TO THE PRESIDENT AND ASSIST IN ANY DAY-TO-DAY DECISION-MAKING THAT MAY BE NEEDED. FORM 990, PART VI, SECTION B, LINE 11B THE AUDIT COMMITTEE REVIEWS THE FORM 990 WITH THE TAX PREPARER BEFORE IT IS FILED. THE AUDIT COMMITTEE ALSO REVIEWS THE FORM 990 WITH THE BOARD OF DIRECTORS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS AND OFFICERS ARE ASKED TO COMPLETE A CONFLICT OF INTEREST POLICY AND LIST AFFILIATIONS AND ASSOCIATIONS ANNUALLY. BOARD CHAIR AND PRESIDENT MONITOR COMPLIANCE WITH THIS POLICY. IF A CONFLICT OF INTEREST WERE TO OCCUR A NOTIFICATION TO THOSE WHO OVERSEE THE POLICY WOULD HAPPEN. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD CHAIR AND EXECUTIVE COMMITTEE REVIEW AND APPROVE THE COMPENSATION OF THE PRESIDENT AND THIS PROCESS IS DOCUMENTED. THE BUDGET CREATION IS USED TO ESTABLISH RAISES AND SALARY ADJUSTMENTS. THIS TAKES PLACE DURING MAY AND JUNE OF THE PRIOR YEAR. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL INFORMATION IS AVAILABLE FOR PUBLIC INSPECTION BOTH ON THE INTERNET AND UPON REQUEST.