Attach to Form 990 or Form 990-EZ.
Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
| (i)Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 9 above or IRC section (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
| Total | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .... | 1,488,125 | 1,627,966 | 1,450,069 | 1,537,818 | 1,677,570 | 7,781,548 |
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....... | 0 | |||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | 0 | |||||
| 4 | Total. Add lines 1 through 3 | 1,488,125 | 1,627,966 | 1,450,069 | 1,537,818 | 1,677,570 | 7,781,548 |
| 5 | The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f).. | 0 | |||||
| 6 | Public support. Subtract line 5 from line 4. | 7,781,548 | |||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 1,488,125 | 1,627,966 | 1,450,069 | 1,537,818 | 1,677,570 | 7,781,548 |
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | 1,715 | 415 | 332 | 24,465 | 597 | 27,524 |
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | 3,831 | 11,186 | 4,796 | 5,686 | 6,160 | 31,659 |
| 11 | Total support Add lines 7 through 10. | 7,840,731 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | ||||||
| 2 | Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose...... | ||||||
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513.. | ||||||
| 4 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf... | ||||||
| 5 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 6 | Total. Add lines 1 through 5. | ||||||
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons... | ||||||
| b | Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year. | ||||||
| c | Add lines 7a and 7b.. | ||||||
| 8 | Public support (Subtract line 7c from line 6.) | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | ||||||
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | ||||||
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | ||||||
| 11 | Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on. | ||||||
| 12 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | ||||||
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e | Discount claimed for blockage or other factors (explain in detail in Part VI): | |||||
| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by .035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| 7 | Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions) | |||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | ||
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
||
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | ||
| 4 Amounts paid to acquire exempt-use assets | ||
| 5 Qualified set-aside amounts (prior IRS approval required) | ||
| 6 Other distributions (describe in Part VI). See instructions | ||
| 7Total annual distributions. Add lines 1 through 6. | ||
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
||
| 9 Distributable amount for 2014 from Section C, line 6 | ||
| 10 Line 8 amount divided by Line 9 amount | ||
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2014 |
(iii) Distributable Amount for 2014 |
|
|---|---|---|---|---|
|
1
Distributable amount for 2014 from Section C, line 6 |
||||
|
2
Underdistributions, if any, for years prior to 2014 (reasonable cause required--see instructions) |
||||
| 3 Excess distributions carryover, if any, to 2014: | ||||
| a From 2009.......X | ||||
| b From 2010.......X | ||||
| c From 2011.......X | ||||
| d From 2012.......X | ||||
| e From 2013....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2014 distributable amount | ||||
|
i
Carryover from 2009 not applied (see instructions) |
||||
| j Remainder. Subtract lines 3g, 3h, and 3i from 3f. | ||||
| 4Distributions for 2014 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2014 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from 4. | ||||
|
5
Remaining underdistributions for years prior to 2014, if any. Subtract lines 3g and 4a from line 2 (if amount greater than zero, see instructions) |
||||
|
6
Remaining underdistributions for 2014. Subtract lines 3h and 4b from line 1 (if amount greater than zero, see instructions) |
||||
|
7 Excess distributions carryover to 2015. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a From 2010.......X | ||||
| b From 2011.......X | ||||
| c From 2012.......X | ||||
| d From 2013....... | ||||
| e From 2014....... | ||||
| Facts And Circumstances Test |
|---|
| Return Reference | Explanation |
|---|
| Software ID: | 14000265 |
| Software Version: | 2014v5.0 |
Attach to Form 990 or 990-EZ.
Information about Schedule O (Form 990 or 990-EZ) and its instructions is at| Return Reference | Explanation |
|---|---|
| Form 990, Part VI, Line 11b: Form 990 Review Process | The Tax Preparer presents the IRS Form 990 and Audit to the Audit Committee for review and then the Board of Directors for review. The Complete IRS Form 990 is emailed to the Audit Committee, Finance Committee and full Board of Directors prior to their respective meetings. Final signed copy of IRS Form 990 and date filed is emailed to full Board of Directors. |
| Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | Conflict of Interest: UWYC's Board of Directors receive a Board Agreement form and Conflict of Interest Policy at the first board meeting of the year to establish their independence and determine potential conflict of interest situations. This document is reviewed by President and kept on file. Executive Committee is notified if potential situation arises. In addition, all Grant/Allocation Investment Team volunteers submit conflict of interest statements to allow team assignments that prevent conflict of interest in funding recommendations. All volunteers must disclose potential conflict of interest and recuse themselves from any action, which will be documented in official minutes. |
| Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management | Staff salaries and benefits comprising total compensation are reviewed annually as part of the regular budgeting forecast by the Finance Committee and the Human Resource Task Force. The Board of Directors must approve the budget recommendation including total compensation for all staff prior to start of new fiscal year. The President is responsible for annual evaluation of staff including performance review by supervisor. The HR Task Force reviewed Compensation Studies from United Way Worldwide Salary and Compensation Report Comparison of similar size and scope of other United Way organizations, South Carolina Association of Non-Profits, other non-profit IRS Form 990s and surveys from several local partner agencies. Based on these surveys, a range of salaries was determined for each level and responsibility. The HR Task Forces presented their recommendation to the full Board of Directors for approval. The Presidents performance and achievement of overall goals for the organization is evaluated annually by the HR Task Force and the Executive Committee of the Board of Directors. The full Board receives a report that includes recommendation of modifying salary and benefits. |
| Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | Public inspection of financial statements, governing documents and Conflict of Interest Policy: UWYC posts its most recent audited financial statements and IRS Form 990 on the organization's website www.unitedwayofyc.org. IRS form 990 is submitted to SC Secretary of State's Office of Charitable Organizations. Individuals may also call the UWYC office at 803-324-2735 or 803-675-6007. |
| Form 990, Part XII, Line 2: Change of Oversight or Selection Process | The Audit Committee is responsible for the oversight of the Annual Audit and the selection of Independent Accounting Firm. The Board of Directors approves the selection of Independent accountant and the audited Financial Statements. |
| Form 990 Page 1 Part I Summary - | United Way of York County, SC (UWYC) was organized for the purpose of uniting contributors, citizens and agencies in a common effort to determine, develop, support, deliver, and monitor effective programs and services that are responsive to current community needs and issues. To address current needs and issues, during our fiscal year 2014-15 the UWYC underwent a strategic planning process facilitated by The Weathers Group and carried out by the UWYC Board of Directors and staff. To implement the Strategic Plan, a Community Needs Assessment will be undertaken during our fiscal year 2015-16. The Strategic Plan is located on our website at: www.unitedwayofyc.org. Our Mission Statement was revised to: United Way of York County transforms communities by offering opportunities which improve quality of life. Our Vision Statement is: A community of health, educated and financially secure people. Our Values are: Honesty/Integrity; Accountability; Commitment; Compassion; Responsibility; Collaboration; Transparency and Growing/Safeguarding Assets. Fundraising and distribution of those funds are key functions of our organization, but not the only function. UWYC convenes and facilitates community discussions to address community issues related to three impact areas: Education, Financial Stability, and Health. We encourage our community to Give, Advocate and Volunteer to change lives and conditions. |
| Form 990 Page 2 Part III Line 4a | Community Investment Process: The Community Investment Process is a cost-effective way to evaluate agency program applications and to ensure that the people who live and work in the community served by UWYC are represented in funding decisions. Volunteers come from a wide array of business, government, health care, education and other professions. UWYC trains these volunteers in evaluating program outcomes and reviewing agency financial information. The Volunteers examine a number of key indicators related to program and agency performance as follows:1.The Program's ability to serve a critical need with the community2.The extent to which the outcomes are effective, client-focused measures of Community Program success and related to community priorities.3.The Program's alignment with community priorities identified by UWYC4.The appropriateness of the service delivery strategies for the population receiving services.Annual certification and training ensures agencies meet high standards and deliver services effectively. More than 50 volunteers reviewed agency eligibility documents and program applications and presented funding decisions to the UWYCs Board of Directors for approval. |
| Form 990 Page 2 Part III Line 4b | The following summarizes UWYCs Community Building programs and activities:Community T.E.A.M.S. (Teaching, Enriching and Mentoring Students): Community T.E.A.M.S. Summer Enrichment Program enabled the United Way to offer a special summer experience to York District 1 and Rock Hill School District III rising sixth, seventh and eighth graders. We also collaborated with the school systems and community advocate Academic Achievers from Charlotte, NC. The program was designed to build character and self-confidence and to offer local kids a chance to establish even stronger foundations while in middle school.Feel the Heat: York County Natural Gas Authority established this program in 2006 through customer contributions added to natural gas billing statements to assist senior citizens and/or disabled individuals that meet poverty guidelines with utility payments. UWYC administers the program with direct services and case management provided by UWYC partner agencies: The Salvation Army, Pilgrims Inn, Fort Mill Care Center and Clover Area Assistance Center. Upon payment verification and recommendation for assistance from UWYC partner agencies, UWYC issues payment on behalf of the client to York County Natural Gas Authority. We were able to assist 65 families through this program.Holiday Partners: In 2015, the UWYC changed the name of its holiday assistance program to Holiday Partners. Collaborative partnerships include WRHI Radio Station's Toys for Happiness and The Herald's Empty Stocking Fund. Holiday Partner's purpose is to share resources and reduce duplication of services through a shared database system. Rock Hill School District Three provides the warehouse location. Program registration is taken at the Rock Hill School District's ParentSmart Resource Center. York School District's Family Resource Center also takes applications. Trinity United Methodist Church in York distributes toys to families in York. A total of 831 families were served including more than 2,000 children who received gifts through this collaboration. UWYC also serves as fiscal agent for Toys for Happiness and Empty Stocking funds as described below:Toys for Happiness (TFH): WHRI Radio began this holiday assistance program in 1985 to collect toys for York County families in need. UWYC partnered with Toys for Happiness in 1992 to manage the toy warehouse, volunteers and provide toy distribution to families who qualify for assistance. Cash donations to the TFH program are utilized to purchase toys and gifts when the community toy drive is not sufficient to meet needs. Many community partners held special events to collect bikes, toys and other gifts such as the employees of Williams and Fudge and Comporium. Second Harvest Food Bank also donated containers of toys that Smith Dray Lines stored and delivered to the toy warehouse.Empty Stocking Fund (ESF): Established and promoted by The Herald for more than 29 years, this program provided financial resources to ensure those in need during the holiday season received assistance. In 2008, UWYC was chosen to administer the Empty Stocking Fund to provide holiday assistance to children and families in need. ESF donations were used to purchase toys and gifts when the community toy drive is not sufficient to meet needs.Project Connect: Project Connect Day of Caring is a one-day event connecting homeless and low-income families to vital community services. Initiated in 2008 by The Regional Chamber of Commerce's Leadership York County class, the event sought to assist York County residents who were in need of receiving basic social services. UWYC continued to support this event and, in 2015 partnered with the City of Rock Hill and the Leadership York County class of 2015 to expand outreach and supportive services. On April 11, we had more than 500 attendees, gave out over 300 bags of free groceries, provided free haircuts and gave families access to healthcare resources such as, mammograms, diabetes and blood pressure screenings. Other free services offered to participants included housing assistance, job placement services, local social service providers, chiropractic care, and veteran support. There were also approximately 100 volunteers representing various community groups that assisted with activities on the day of the event. Additionally, our partners from York County Voter Registration provided over 30 clients with ID cards on the spot. Leadership York County facilitated consultations between 170 clients and local banks. Clients received valuable information about loans, money management and how to open a bank account. The Warming Center: Established in 2007 as a collaborative venture with York County Council, UWYC administers several grants to provide security services and shelter management for homeless men during winter months when other year-round shelter providers are full. Key partners include: Bethel United Methodist Church, UWYC and many volunteers. A total of 106 unduplicated men were provided winter shelter during November 2014 through March 2015. Each night the shelter was open, the men received a meal, a bed to sleep in, and access to shower/bathroom facilities. We worked with local agencies to place the men in existing programs that will address their long-term need as space becomes available in appropriate programs in our community.United Way's Call 2-1-1: In September 2007, UWYC established this county-wide, federally-designated calling code to provide local residents access to comprehensive information and referral for health and human services. United Way's Call 2-1-1 is staffed 24/7, is easy to remember, confidential and free service accessible from both cell and land line telephones in York County. Callers are connected to our accredited call center in Columbia, SC administered by the United Way Association of South Carolina. Certified call specialists make appropriate referrals to all area service providers in York County. This service was a direct outcome of the 2005 community needs study commissioned by UWYC to provide an easy, accessible way for citizens to get help, give help or find volunteer opportunities. In 2014-2015, more than 3,063 calls were received and more than 3,420 needs were identified and referred to appropriate agencies and organizations. Utility assistance was the most requested need. Emergency Food and Shelter National Board Program: The Emergency Food and Shelter National Board Program (EFSP) is a federal program administered by the US Department of Homeland Security's Federal Emergency Management Agency (FEMA) and has been entrusted through the McKinney-Vento Homeless Assistance Act (PL 100-77) to supplement and expand ongoing efforts to provide shelter, food and supportive services for the nation's hungry and homeless, and people in economic crisis.A National Board, chaired by the U.S. Department of Homeland Security's Federal Emergency Management Agency, with representatives from the American Red Cross; Catholic Charities, USA; National Council of the Churches of Christ in the U.S.A.; The Salvation Army; United Jewish Communities; and United Way Worldwide governs the EFS Program. The National Board selected United Way Worldwide to once again serve as Secretariat and Fiscal Agent to the National Board. In addition to representatives of National Board organizations, the authorization as revised (PL 102-550) in 1992 requires that a homeless or formerly homeless person be a member of each EFSP Local Board.York County is a funded jurisdiction under Phase 32 (2014-15) with a Local Board responsible for advertising the availability of funds, establishing priorities among community needs, allocation of funds to non-profit and government emergency food and shelter agencies and help monitor program compliance. UWYC provides staffing for administration of the York County jurisdiction, and maintains a shared client database to prevent duplication of service. Local Recipient Organizations are: Clover Area Assistance Center and The Salvation Army. Stamp Out Hunger Postal Food Drive:Each year York County community residents participates in the annual Stamp Out Hunger Postal Food Drive. UWYC partners with the National Association of Letter Carriers through our local post offices and coordinates with food banks that are in need of re-stocking their shelves during a critical time of year. Residents are encouraged to leave non-perishable food items by their mailbox for local mail carriers to pick-up. On May 9, 2015, approximately, 20,000 pounds of food was collected in York County. This was a 5,000 pound increase over last year. Participating pantries that received food items were; The Salvation Army, Love & Cherish, Project Hope, Pilgrim's Inn and, Dorothy Day Soup Kitchen. Volunteer Income Tax Assistance Program:The Volunteer Income Tax Assistance (VITA) program offers free tax help to people who generally make $53,000 or less, persons with disabilities, the elderly, and limited English spea |
| Software ID: | 14000265 |
| Software Version: | 2014v5.0 |