Form990
Department of the Treasury
Internal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private
foundations)
MediumBullet Do not enter social security numbers on this form as it may be made public.
MediumBullet Information about Form 990 and its instructions is at www.IRS.gov/form990.
OMB No. 1545-0047
2014
Open to Public Inspection
A For the 2014 calendar year, or tax year beginning 01-01-2014 , and ending 12-31-2014
BCheck if applicable:
CName of organization
United Way of the Greater Triangle
 
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
2400 Perimeter Park Drive
Ste 150
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Morrisville, NC27560
D Employer identification number

56-1949103
E Telephone number

G Gross receipts $ 16,190,685
F Name and address of principal officer:
STANLEY M KOONCE JR
2400 Perimeter Park Drive
Ste 150
Morrisville,NC27560
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.UNITEDWAYTRIANGLE.ORG
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:
 
L Year of formation: 1995
M State of legal domicile: NC
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: UNITED WAY OF THE GREATER TRIANGLE'S MISSION IS TO IMPROVE LIVES BY MOBILIZING THE CARING POWER OF COMMUNITIES.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 29
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 29
5 Total number of individuals employed in calendar year 2014 (Part V, line 2a) ...... 5 43
6 Total number of volunteers (estimate if necessary) ............. 6 4,578
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 0
b Net unrelated business taxable income from Form 990-T, line 34 ......... 7b 0
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 16,118,072 15,445,891
9 Program service revenue (Part VIII, line 2g) ......... 153,361 187,496
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 26,192 25,947
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 23,490 519,073
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 16,321,115 16,178,407
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 10,724,083 11,081,126
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 2,613,319 2,822,426
16a Professional fundraising fees (Part IX, column (A), line 11e)..... 14,000 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet1,169,186    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 2,040,628 1,528,743
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 15,392,030 15,432,295
19 Revenue less expenses. Subtract line 18 from line 12....... 929,085 746,112
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 13,473,530 14,263,741
21 Total liabilities (Part X, line 26)............. 4,620,863 4,664,961
22 Net assets or fund balances. Subtract line 21 from line 20..... 8,852,668 9,598,780
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name MediumBullet
Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ..........
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y Form 990 (2014)
Form 990 (2014)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III ..............
1
Briefly describe the organization’s mission: TO IMPROVE LIVES BY MOBILIZING THE CARING POWER OF COMMUNITIES. ADDITIONAL INFORMATION: AS A CATALYST FOR POSITIVE COMMUNITY CHANGE IN EDUCATION/YOUTH DEVELOPMENT, FINANCIAL STABILITY (INCLUDING HOMELESSNESS AND WORKFORCE DEVELOPMENT), AND HEALTH WITHIN THE TRIANGLE REGION - DURHAM, JOHNSTON, ORANGE, AND WAKE COUNTIES IN NORTH CAROLINA - UWGT ADDRESSES SOME OF THE MOST PRESSING ISSUES FACING OUR CITIES AND TOWNS TODAY.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? ......................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program services? ............................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 6,618,431 including grants of $ 5,325,007 ) (Revenue $   )
COMMUNITY IMPACT ACHIEVED THROUGH COMMUNITY IMPACT INVESTMENTS IN THE AREAS OF HEALTH, EDUCATION, AND FINANCIAL STABILITY Ready for Life # youth participating in character building programs will demonstrate leadership, personal responsibility and conflict resolution and life skills. 8,326 #youth provided services will avoid bullying, violence, court involvement or disciplinary actions. 916 # parents will improve interactions with their children. 1,301 # youth will understand the consequences of high risk behavior. 3,062 # adults with intellectual and developmental disabilities will receive support; and # will achieve their vocational goals. 298 # adults seeking help to improve their literacy will increase their English proficiency and reading skills. 600 Ready for School Through training and support, # early childhood education professionals will improve their teaching practices in the classroom for the educational benefit. 2,428 # of children screened will be ready for kindergarten. 904 # families will receive child care services information and referrals. 2,059 % of the children receiving child care scholarships will be enrolled in high quality care programs (4-5 stars). 2,059 Success in School # youth participating in academic support programs will improve their school attendance and study habits 1,651 # students will improve their grades 1,334 # who perform at grade level 183 # who advance to next grade 1,688 # students will improve on standardized test scores. 325 Basic Needs # pounds of food distributed 36,749,803 # meals will be served to the hungry and malnourished. 18,235,427 #articles of clothing will be distributed to those in need and to those who have been displaced. 24,088 Services for seniors and people with disabilities will allow # to continue to live independently. 17,524 Access to Care # under-insured people will receive medical supplies or prescriptions to deal with their health issues. 11,808 Mental health care will be provided to # under-insured individuals to improve their well-being. 4,818 # people who receive substance abuse treatment will reduce their dependencies 6,948 # people will receive primary health care. 5,567 # people receiving care will avoid inappropriate hospitalization or re-hospitalization 6,667 # people with chronic health conditions that will improve their health status 14,836 Crisis Prevention & Response # adults and children seeking help for neglect, abuse and violence will improve their skills and get the support they need to stay safe. 9,748 # families of Armed Services members will be assisted with their personal crises. 396 # units of blood will be collected to help save lives. 57,778 # people that receive disaster assistance 1,053 # volunteers are prepared to serve their community 2,276 # people who have committed violence will be supported so that 90% avoid re-arrest within 12 months 445 Financial Management # of individuals will receiving financial education services will demonstrate new skills to help them improve their financial situation 2,626 Affordable Housing # households that are at risk of losing their homes will receive prevention assistance (Wake Only) 740 # of the above will maintain their housing for six months (Wake Only) 740 # homeless households will move into permanent housing 923 and # will maintain it for 12 months 324 Sustaining Employment # increase employment related income through programs and job supports 1,252 # will become employed 1,087 # who enter a job training program will complete it 417 # will successfully apply for benefits 2,160
4b (Code:   ) (Expenses $ 4,956,984 including grants of $ 4,956,984 ) (Revenue $ 0 )
Community Campaign
4c (Code:   ) (Expenses $ 430,803 including grants of $   ) (Revenue $ 448,887 )
EMERGENCY SHELTER GRANT - ORGANIZATION SERVES AS A FISCAL AGENT FOR THE WAKE COUNTY CONTINUUM OF CARE WHICH OPERATES HOMELESS SHELTERS AND PROVIDES RAPID RE-HOUSING SERVICES FOR CITIZEN EXPERIENCING OR NEAR HOMELESSNESS. GRANT FUNDS ARE CLAIMED ON BEHALF OF THE CONTINUUM ON A REIMBURSEMENT BASIS FROM THE STATE OF NORTH CAROLINA UNDER AN AWARD FROM THE FEDERAL DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT.
(Code:   ) (Expenses $ 167,448 including grants of $   ) (Revenue $ 187,496 )
TEAMING FOR TECHNOLOGY HELPS TO BRIDGE THE DIGITAL DIVIDE BETWEEN THOSE WHO HAVE ACCESS TO A COMPUTER AND THOSE WHO DO NOT BY PROVIDING SCHOOL, NONPROFITS, AND ECONOMICALLY DISADVANTAGED INDIVIDUALS WITH REFURBISHED COMPUTERS. STUDIES SHOW INCREASED COMPUTER ACCESS IN THE HOME AND SCHOOL LESSENS BEHAVIORAL PROBLEMS, IMPROVES GRADES, LOWERS DROPOUT RATES, AND BETTER PREPARES A PERSON FOR LIFE IN THE TWENTY-FIRST CENTURY.
(Code:   ) (Expenses $ 143,006 including grants of $   ) (Revenue $   )
UNITED WAY 2-1-1 IS A SINGLE SOURCE FOR FREE AND CONFIDENTIAL INFORMATION AND REFERRAL TO IMPORTANT COMMUNITY SERVICES AND VOLUNTEER OPPORTUNITIES. TRIANGLE RESIDENTS CAN CALL 2-1-1 FOR HELP WITH FOOD, HOUSING, EMPLOYMENT, HEALTH CARE, SUBSTANCE ABUSE, SUPPORT GROUPS, DOMESTIC VIOLENCE, FINANCIAL ASSISTANCE, COUNSELING AND MORE. BILINGUAL ASSOCIATES AND AN ONLINE WEB PORTAL FOR ACCESS TO THE DATABASE ARE ALSO AVAILABLE.
4d Other program services (Describe in Schedule O.)
(Expenses $ 310,454 including grants of $   ) (Revenue $ 187,496 )
4e Total program service expensesMediumBullet12,316,672
Form 990 (2014)
Form 990 (2014)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule AClick to see attachment........................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? Click to see attachment...
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part I..........
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part II........
4
 
No
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If "Yes," complete Schedule C,
Part III............................
5
 
 
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part I........................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part II...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes," complete Schedule D, Part III ....................
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IVClick to see attachment..............
9
Yes
 
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? If "Yes," complete Schedule D, Part VClick to see attachment......
10
Yes
 
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10?
If "Yes," complete Schedule D, Part VI.Click to see attachment...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VII.......
11b
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIII.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IX............
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part XClick to see attachment.........................
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year?
If "Yes," complete Schedule D, Parts XI and XII Click to see attachment.................
12a
Yes
 
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional
12b
 
No
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E....
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States?.....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........
14b
 
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I (see instructions) ....
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............ Click to see attachment
18
Yes
 
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
Form 990 (2014)
Form 990 (2014)
Page 4
Part IV
Checklist of Required Schedules (continued)
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.. Click to see attachment
21
Yes
 
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........
22
 
No
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a................
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds?......................
24c
 
 
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I....
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I...................
25b
 
No
26
Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons? If "Yes," complete Schedule L, Part II................
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part III.........
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV ..........................
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If "Yes,"
complete Schedule L, Part IV.....................
28b
 
No
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner? If "Yes," complete Schedule L, Part IV...
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..Click to see attachment
29
Yes
 
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M.............
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N,
Part I...........................
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II......................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I........
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1........................
34
 
No
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
 
No
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2...
35b
 
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2.............
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VI
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2014)
Form 990 (2014)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V ..............
Yes
No
1a
Enter the number reported in Box 3 of Form 1096 Enter -0- if not applicable ..
1a
16
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
43
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
 
No
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
 
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)?..........................
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions?...
6a
Yes
 
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?........................
6b
Yes
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?....................
7a
Yes
 
b
If "Yes," did the organization notify the donor of the value of the goods or services provided?.....
7b
Yes
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?...........................
7c
 
No
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?............................
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?............................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds.
Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year?.........................
8
 
 
9a
Did the sponsoring organization make any taxable distributions under section 4966?...
9a
 
 
b
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year. ....................
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
Form 990 (2014)
Form 990 (2014)
Page 6
Part VI
Governance, Management, and Disclosure For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI ..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year .....................
1a
29
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent ...................
1b
29
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
 
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? ...........................
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
 
No
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
 
No
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .........................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe in Schedule O how this was done.......................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
 
No
If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
NC
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, address, and telephone number of the person who possesses the organization's books and records:
MediumBulletWILSON SIMMONS

2400 PERIMETER PARK DRIVE 150
MORRISVILLE,NC27560 (919) 463-5003
Form 990 (2014)
Form 990 (2014)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII ..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and Title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) LINDA FOREMAN
 
SECRETARY
 1.00
.......................   		X   X       0 0 0
(2) MICHAEL PALMER
 
TREASURER
 1.00
.......................   		X   X       0 0 0
(3) JR SHEARIN
 
BOARD CHAIR
 1.00
.......................   		X   X       0 0 0
(4) KEVIN TRAPANI
 
VICE CHAIR
 1.00
.......................   		X   X       0 0 0
(5) KARI STOLTZ
 
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(6) FARAD ALI
 
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(7) SYLVIA D HACKETT
 
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(8) BRYAN MICHAEL HAMILTON
 
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(9) KEITH WALLACE
 
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(10) DAVID F PAULSON JR
 
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(11) CHUCK PURVIS
 
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(12) ERNEST WARD
 
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(13) STEVE SOUTHAMER
 
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(14) BRIAN S BRICKHOUSE
 
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(15) DR E WAYNE HOLDEN
 
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(16) WALTER DAVENPORT
 
IMMEDIATE PAST BOARD CHAIR
 1.00
.......................   		X           0 0 0
(17) MATTHEW CZAJKOWSKI
 
BOARD MEMBER
 1.00
.......................   		X           0 0 0
Form 990 (2014)
Form 990 (2014)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) NANCY PEKAREK
 
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(19) E BRYSON POWELL
 
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(20) DEBRA SAUNDERS-WHITE
 
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(21) DR DIANNE BOARDLEY SUBER
 
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(22) KIM SHAW
 
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(23) TIM D HARPER
 
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(24) KIM SAUNDERS
 
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(25) GREG WINKLER
 
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(26) AMY BAKER
 
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(27) RICK BOWERS
 
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(28) ALICE LUTZ
 
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(29) MAUREEN O'CONNOR
 
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(30) STANLEY M KOONCE JR
 
PRESIDENT/CEO
 40.00
.......................   		    X       251,226 0 71,796
(31) WILSON SIMMONS
 
CONTROLLER
 40.00
.......................   		    X       74,045 0 26,484
(32) ANGELA WELSH
 
SVP COMMUNITY IMPACT
 40.00
.......................   		        X   103,375 0 21,513
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 428,646 0 119,793
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organizationMediumBullet2
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet0
Form 990 (2014)
Form 990 (2014)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII .............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512-514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a 287,390
b Membership dues....1b  
c Fundraising events....1c 26,601
d Related organizations...1d  
e Government grants (contributions)1e 430,803
f All other contributions, gifts, grants, and
similar amounts not included above1f 		14,701,097
g Noncash contributions included in lines
1a-1f:$ 		40,673
h Total. Add lines 1a-1f.......MediumBullet 15,445,891
Program Service RevenueAmt Business Code
2a TEAMING FOR TECHNOLOGY 900099 187,496 187,496    
b
c
d
e
f All other program service revenue . 0 0 0 0
g Total. Add lines 2a–2f........MediumBullet 187,496
OtherAmt RevenueAmt 3 Investment income (including dividends, interest, and other similar amounts).......MediumBullet 25,947     25,947
4 Income from investment of tax-exempt bond proceeds..MediumBullet        
5 Royalties...........MediumBullet        
(i) Real (ii) Personal
6a Gross rents    
b Less: rental expenses    
c Rental income or (loss) 0 0
d Net rental income or (loss).......MediumBullet        
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory    
b Less: cost or other basis and sales expenses    
c Gain or (loss) 0 0
d Net gain or (loss)..........MediumBullet        
8a Gross income from fundraising events (not including
$ 26,601
of contributions reported on line 1c). See Part IV, line 18 ..
a 18,080
b Less: direct expenses ...b 12,278
c Net income or (loss) from fundraising events..MediumBullet 5,802   5,802
9a Gross income from gaming activities.
See Part IV, line 19 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from gaming activities...MediumBullet        
10a Gross sales of inventory, less
returns and allowances .
a  
b Less: cost of goods sold ..b  
c Net income or (loss) from sales of inventory..MediumBullet        
Miscellaneous Revenue Business Code
11a MISC EXEMPT REV 900099 53,707 53,707    
b SEVICE FEES 900099 459,564 459,564    
c            
d All other revenue .... 0 0 0 0
e Total. Add lines 11a–11d ...... MediumBullet 513,271
12 Total revenue. See Instructions......MediumBullet 16,178,407 700,767 0 31,749
Form 990 (2014)
Form 990 (2014)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX ...............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising expenses
1 Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 .... 11,081,126 11,081,126
2 Grants and other assistance to domestic individuals. See Part IV, line 22 ....    
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16 ............    
4 Benefits paid to or for members ....    
5 Compensation of current officers, directors, trustees, and key employees .... 501,516 233,824 139,608 128,084
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ....        
7 Other salaries and wages .... 1,792,314 723,749 459,348 609,217
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 143,574 61,262 34,080 48,232
9 Other employee benefits ....... 230,273 97,432 55,933 76,908
10 Payroll taxes ........... 154,749 65,856 39,877 49,016
11 Fees for services (non-employees):        
a Management ......        
b Legal ......... 175   175  
c Accounting ........... 41,891   41,891  
d Lobbying ...........        
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ......        
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) .... 229,126 175,647 27,249 26,230
12 Advertising and promotion .... 40,746 5,491 12,273 22,982
13 Office expenses ....... 109,051 22,183 70,451 16,417
14 Information technology ...... 36,059 25,671 7,492 2,896
15 Royalties ..        
16 Occupancy ........... 394,042 158,833 151,029 84,180
17 Travel ............ 38,912 11,157 12,334 15,421
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ......        
19 Conferences, conventions, and meetings .... 159,352 107,617 26,812 24,923
20 Interest ........... 232   232  
21 Payments to affiliates ....... 157,830 67,167 40,671 49,992
22 Depreciation, depletion, and amortization ..... 35,377 11,875 15,091 8,411
23 Insurance .............. 9,811 3,293 4,185 2,333
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a BAD DEBT EXPENSE 256,232 256,232    
b DUES & SUBSCRIPTIONS 16,886 3,235 10,562 3,089
c MISCELLANEOUS 1,022 197 603 222
d EMPLOYEE SEARCH/RELOCATION 1,999 851 515 633
e All other expenses 0 0 0 0
25 Total functional expenses. Add lines 1 through 24e 15,432,295 13,112,698 1,150,411 1,169,186
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2014)
Form 990 (2014)
Page 11
Part X Balance Sheet Check if Schedule O contains a response or note to any line in this Part X ..............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash–non-interest-bearing ............. 882 1 881
2 Savings and temporary cash investments ......... 4,343,803 2 5,142,506
3 Pledges and grants receivable, net ........... 8,590,899 3 8,560,756
4 Accounts receivable, net ............. 227,184 4 283,580
5 Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L ..................
0 5  
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L
0 6  
7 Notes and loans receivable, net .............   7  
8 Inventories for sale or use ..............   8  
9 Prepaid expenses and deferred charges .......... 69,396 9 68,055
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 465,861
b Less: accumulated depreciation ..... 10b 426,569 71,406 10c 39,292
11 Investments—publicly traded securities .......... 165,960 11 166,311
12 Investments—other securities. See Part IV, line 11 ..... 4,000 12 2,360
13 Investments—program-related. See Part IV, line 11 ..... 0 13  
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ........... 0 15 0
16 Total assets. Add lines 1 through 15 (must equal line 34)...... 13,473,530 16 14,263,741
Liabilities 17 Accounts payable and accrued expenses ......... 129,137 17 169,470
18 Grants payable ................. 60,015 18 60,334
19 Deferred revenue ................   19  
20 Tax-exempt bond liabilities .............   20  
21 Escrow or custodial account liability. Complete Part IV of Schedule D.. 119,852 21 163,731
22 Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L.......... 0 22  
23 Secured mortgages and notes payable to unrelated third parties ..   23  
24 Unsecured notes and loans payable to unrelated third parties ....   24  
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D.................... 4,311,859 25 4,271,426
26 Total liabilities. Add lines 17 through 25......... 4,620,863 26 4,664,961
Net Assets or Fund Balance Organizations that follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets .............. 1,657,836 27 1,849,840
28 Temporarily restricted net assets ........... 7,164,832 28 7,718,940
29 Permanently restricted net assets ........... 30,000 29 30,000
Organizations that do not follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds ........   30  
31 Paid-in or capital surplus, or land, building or equipment fund .....   31  
32 Retained earnings, endowment, accumulated income, or other funds   32  
33 Total net assets or fund balances ........... 8,852,668 33 9,598,780
34 Total liabilities and net assets/fund balances ........ 13,473,531 34 14,263,741
Form 990 (2014)
Form 990 (2014)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI ..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
16,178,407
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
15,432,295
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
746,112
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
8,852,668
5
Net unrealized gains (losses) on investments ...............
5
 
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
0
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
9,598,780
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII .............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133? .................
3a
 
No
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
 
 
Form 990 (2014)
Form 990 (2014)
Page 13
Form 990, Special Condition Description:
Special Condition Description
Form 990 (2014)
Form 990 (2014)
Page 14
Additional Data


Software ID: 14000329
Software Version: 2014v1.0
SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ.
right arrow Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public
Inspection
Name of the organization
United Way of the Greater Triangle
 
Employer identification number

56-1949103
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
a
b
c
d
e
f
Enter the number of supported organizations .............................  
g
Provide the following information about the supported organization(s).
(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    

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2014
Schedule A (Form 990 or 990-EZ) 2014
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (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.") .... 16,068,667 15,303,526 14,257,622 16,118,072 15,445,891 77,193,778
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3 16,068,667 15,303,526 14,257,622 16,118,072 15,445,891 77,193,778
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).. 4,427,459
6 Public support. Subtract line 5 from line 4. 72,766,319
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2010 (b) 2011 (c) 2012 (d) 2013 (e) 2014 (f) Total
7 Amounts from line 4.. 16,068,667 15,303,526 14,257,622 16,118,072 15,445,891 77,193,778
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... 39,555 24,302 21,378 26,192 25,947 137,374
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.).. 0 11,242 18,714 43,880 71,786 145,622
11 Total support Add lines 7 through 10. 77,476,774
12
12
1,450,411
13
First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here........................................right arrow
Section C. Computation of Public Support Percentage
14
14
93.92 %
15
15
96.90 %
16a
b
17a
b
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990 or 990-EZ) 2014
Schedule A (Form 990 or 990-EZ) 2014
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (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.)  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (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.)..            
14
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2014
Schedule A (Form 990 or 990-EZ) 2014
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 11 of Part I. If you checked 11a of Part I, complete Sections A and B. If you checked 11b of Part I, complete Sections A and C. If you checked 11c of Part I, complete Sections A, D, and E. If you checked 11d of Part I, complete Sections A and D, and complete Part V.)
Section A. All Supporting Organizations
Yes
No
1
Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.
1
 
 
2
Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).
2
 
 
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer (b) and (c) below.
3a
 
 
b
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.
3b
 
 
c
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.
3c
 
 
4a
Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked 11a or 11b in Part I, answer (b) and (c) below.
4a
 
 
b
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations....
4b
 
 
c
Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.
4c
 
 
5a
Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer (b) and (c) below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed, (ii) the reasons for each such action, (iii) the authority under the organization's organizing document authorizing such action, and (iv) how the action was accomplished (such as by amendment to the organizing document).
5a
 
 
b
Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?
5b
 
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (a) its supported organizations; (b) individuals that are part of the charitable class benefited by one or more of its supported organizations; or (c) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.
6
 
 
7
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in IRC 4958(c)(3)(C)), a family member of a substantial contributor, or a 35-percent controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990) .
7
 
 
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If “Yes,” complete Part II of Schedule L (Form 990).
8
 
 
9a
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.
9a
 
 
b
Did one or more disqualified persons (as defined in line 9(a)) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.
9b
 
 
c
Did a disqualified person (as defined in line 9(a)) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.
9c
 
 
10a
Was the organization subject to the excess business holdings rules of IRC 4943 because of IRC 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer b below.
10a
 
 
b
Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).
10b
 
 
11
Has the organization accepted a gift or contribution from any of the following persons?
a
A person who directly or indirectly controls, either alone or together with persons described in (b) and (c) below, the governing body of a supported organization?
11a
 
 
b
A family member of a person described in (a) above?
11b
 
 
c
A 35% controlled entity of a person described in (a) or (b) above? If “Yes” to a, b, or c, provide detail in Part VI.
11c
 
 
Schedule A (Form 990 or 990-EZ) 2014
Schedule A (Form 990 or 990-EZ) 2014
Page 5
Part IV
Supporting Organizations (continued)

Section B. Type I Supporting Organizations
Yes
No
1
Did the directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.
1
 
 
2
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.
2
 
 
Section C. Type II Supporting Organizations
Yes
No
1
Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
 
 
Section D. All Type III Supporting Organizations
Yes
No
1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (1) a written notice describing the type and amount of support provided during the prior tax year, (2) a copy of the Form 990 that was most recently filed as of the date of notification, and (3) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?
1
 
 
2
Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).
2
 
 
3
By reason of the relationship described in (2), did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.
3
 
 
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer (a) and (b) below.
Yes
No
a
Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.
2a
 
 
b
Did the activities described in (a) constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.
2b
 
 
3
Parent of Supported Organizations. Answer (a) and (b) below.
a
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations? Provide details in Part VI.
3a
 
 
b
Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI the role played by the organization in this regard.
3b
 
 
Schedule A (Form 990 or 990-EZ) 2014
Schedule A (Form 990 or 990-EZ) 2014
Page 6
Part V – Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations

1.   Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970. See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.
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)
Schedule A (Form 990 or 990-EZ) 2014
Schedule A (Form 990 or 990-EZ) 2014
Page 7
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.		  
8 Breakdown of line 7:
a From 2010.......X
b From 2011.......X
c From 2012.......X
d From 2013.......  
e From 2014.......  
Schedule A (Form 990 or 990-EZ) (2014)
Schedule A (Form 990 or 990-EZ) 2014
Page 8
Part VI
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Return Reference Explanation
Schedule A, Part II, Line 10 Other Income DESCRIPTION - FUNDRAISING REVENUE, COLUMN A - , COLUMN B - 11242.0, COLUMN C - 18714.0, COLUMN D - 23655.0, COLUMN E - 18080.0, COLUMN F - 71691.0; DESCRIPTION - OTHER EXCLUDED REVENUE, COLUMN A - , COLUMN B - , COLUMN C - , COLUMN D - 20225.0, COLUMN E - 53706.0, COLUMN F - 73931.0;
Schedule A (Form 990 or 990-EZ) 2014

Additional Data


Software ID: 14000329
Software Version: 2014v1.0
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors
Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Name of the organization
United Way of the Greater Triangle
 
Employer identification number

56-1949103
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ





Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2014)

Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
Page 2
Name of organization
United Way of the Greater Triangle
  		Employer identification number

56-1949103
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
RESTRICTED
 
 

   
 
 
  ,    

$RESTRICTED


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
Page 3
Name of organization
United Way of the Greater Triangle
  		Employer identification number

56-1949103
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
Page 4
Name of organization
United Way of the Greater Triangle
  		Employer identification number

56-1949103
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10)
that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

Additional Data


Software ID: 14000329
Software Version: 2014v1.0
SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," to Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
SchDMd Bullet Attach to Form 990.
Information about Schedule D (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public Inspection
Name of the organization
United Way of the Greater Triangle
 
Employer identification number

56-1949103
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .........    
2 Aggregate value of contributions to (during year)    
3 Aggregate value of grants from (during year)    
4 Aggregate value at end of year ........    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ....................... 2a  
b Total acreage restricted by conservation easements .................. 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 8/17/06, and not on a historic structure listed in the National Register .................... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and
enforcement of the conservation easements it holds? .............................
6
Staff and volunteer hours devoted to monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .......................................
9
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" to Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:
(i)
Revenue included in Form 990, Part VIII, line 1 ........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ..............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 (ASC 958) relating to these items:
a
Revenue included in Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2014

Schedule D (Form 990) 2014
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?........
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990,
Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b
If "Yes," explain the arrangement in Part XIII and complete the following table:
Amount
c Beginning balance ................................. 1c 0
d Additions during the year .............................. 1d 0
e Distributions during the year ............................. 1e 0
f Ending balance ................................... 1f 0
2a
Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability?
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII .......
Part V
Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
(a)Current year (b)Prior year b (c)Two years back (d)Three years back (e)Four years back
1a Beginning of year balance .... 339,723 228,541 261,518 337,973 232,134
b Contributions ........ 96,997 170,739 58,891 82,282 59,010
c Net investment earnings, gains, and losses   0 0 0 46,829
d Grants or scholarships ..... 216,567 59,557 75,039 158,737  
e Other expenditures for facilities
and programs ........ 		  0 16,829 0  
f Administrative expenses ....   0 0 0  
g End of year balance ...... 220,153 339,723 228,541 261,518 337,973
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet86 %
b
Permanent endowment SchDMd Bullet14 %
c
Temporarily restricted endowment SchDMd Bullet  
The percentages in lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations ........................
3a(i)
Yes
 
(ii) related organizations ........................
3a(ii)
 
No
b
If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis (investment) (b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .................      
b Buildings ................        
c Leasehold improvements ............   38,869 25,923 12,946
d Equipment ................   252,499 232,680 19,819
e Other .................   174,493 167,966 6,527
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......SchDMdBullet 39,292
Schedule D (Form 990) 2014

Schedule D (Form 990) 2014
Page 3
Part VII
Investments—Other Securities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11b. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)		 (b)Book value (c) Method of valuation:
Cost or end-of-year market value
(1)Financial derivatives    
(2)Closely-held equity interests    
Other








Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet  
Part VIII
Investments—Program Related. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
Federal income taxes  
DEFERRED RENT 73,239
DESIGNATIONS PAYABLE 3,823,375
ALLOCATIONS PAYABLE 259,189
FUNDRAISING FEES PAYABLE 115,623





Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 4,271,426
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII
Schedule D (Form 990) 2014

Schedule D (Form 990) 2014
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1 10,978,947
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a  
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d -5,211,737
e Add lines 2a through 2d ..................... 2e -5,211,737
3 Subtract line 2e from line 1..................... 3 16,190,684
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIII.) ........... 4b -12,277
c Add lines 4a and 4b....................... 4c -12,277
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 16,178,407
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1 10,231,357
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities .......... 2a  
b Prior year adjustments .............. 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d 12,277
e Add lines 2a through 2d...................... 2e 12,277
3 Subtract line 2e from line 1..................... 3 10,219,080
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIII.) ............ 4b 5,213,215
c Add lines 4a and 4b....................... 4c 5,213,215
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 15,432,295
Part XIII
Supplemental Information
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
Schedule D, Part IV, Line 2b Explanation of escrow agreement BROUGHTON SCHOLARSHIP $7,938 - ESTABLISHED BY THE FAMILY OF MELVILLE BROUGHTON TO PROVIDE SCHOLARSHIPS TO STAFF MEMBERS OF WAKE COUNTY'S MEMBER AGENCIES. THE BROUGHTON VOLUNTEER AWARD RECOGNIZES EXCELLENCE IN VOLUNTEER SERVICE TO THE NONPROFIT COMMUNITY. FIRST CITIZENS BANK $11,220 - FIRST CITIZENS FORWARDS THEIR EMPLOYEE PAYROLL DEDUCTIONS TO UNITED WAY OF THE GREATER TRIANGLE MONTHLY WITH INSTRUCTIONS AS TO WHICH UNITED WAY AGENCY SHOULD BE GIVEN THE FUNDS. THESE FUNDS ACCUMULATE MONTHLY AND ARE PAID OUT QUARTERLY. EMERGENCY SHELTER GRANT $152,511- ORGANIZATION SERVES AS A FISCAL AGENT FOR THE WAKE COUNTY CONTINUUM OF CARE WHICH OPERATES HOMELESS SHELTERS AND PROVIDES RAPID RE-HOUSING SERVICES FOR CITIZEN EXPERIENCING OR NEAR HOMELESSNESS. GRANT FUNDS ARE CLAIMED ON BEHALF OF THE CONTINUUM ON A REIMBURSEMENT BASIS FROM THE STATE OF NORTH CAROLINE UNDER AN AWARD FROM THE FEDERAL DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT.
Schedule D, Part V, Line 4 Intended uses of endowment funds BOARD DESIGNATED ENDOWMENT FUNDS: RESPONSE FUNDS ARE INTENDED TO BE USED AS ONE-TIME GRANTS TO NONPROFITS HEALTH AND HUMAN SERVICE AGENCIES TO ADDRESS NEEDS IN THE FOLLOWING CATEGORIES: UNANTICIPATED EMERGENCIES, COMMUNITY PARTNERSHIP OPPORTUNITIES AND DISCRETIONARY FUNDS FOR INDIVIDUAL/FAMILY NEEDS. THE C. M. AND MARGARET D. SUTHER MEMORIAL FUND WAS ESTABLISHED IN 1980. CRITERIA ESTABLISHED BY THE TRUST ADVISORY COMMITTEE OF WELLS-FARGO BANK GUIDES THE DISBURSEMENT OF THE INCOME FROM THIS FUND TO THE ORGANIZATION TO SUPPORT "RENOVATIONS, REPAIRS AND CAPITAL IMPROVEMENTS" IN DURHAM COUNTY. ONCE COUNTY ALLOCATIONS HAVE BEEN ESTABLISHED FOR THE "GIVE UNITED FUND", THE CABINETS MAY DECIDE TO HOLD SOME FUNDS BACK TO ADDRESS FUTURE CRITICAL NEEDS. PERMANENTLY RESTRICTED FUNDS: THE BROUGHTON SCHOLARSHIP FUND WAS ESTABLISHED IN THE AMOUNT OF $20,000 BY THE FAMILY OF MELVILLE BROUGHTON TO PROVIDE SCHOLARSHIPS TO STAFF MEMBERS OF WAKE COUNTY'S MEMBER AGENCIES. THE ASSETS ARE SUBJECT TO DONOR-IMPOSED RESTRICTIONS THAT THE ASSETS BE PERMANENTLY MAINTAINED BY THE ORGANIZATION AND THAT THE DONOR HAS PERMITTED THE ORGANIZATION TO USE THE FUNDS ONLY FOR SPECIFIC PURPOSES. THE BROUGHTON VOLUNTEER AWARD RECOGNIZES EXCELLENCE IN VOLUNTEER SERVICE TO THE NONPROFIT COMMUNITY, AND THE BROUGHTON SCHOLARSHIP AWARD SUPPORTS A RECIPIENT AGENCY'S TRAINING BUDGET. IN ADDITION, TRIANGLE COMMUNITY FOUNDATION MAINTAINS A LEGACY SOCIETY FUND FOR THE FUTURE BENEFIT OF THE ORGANIZATION.
Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote ASC 740 / FIN48 FOOTNOTE: IN JULY 2006, THE FASB ISSUED CLARIFICATION REGARDING THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN THE FINANCIAL STATEMENTS IN ACCORDANCE WITH PREVIOUSLY ISSUED GUIDANCE. THE NEW CLARIFICATION PROVIDES GUIDANCE ON THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN, AND ALSO PROVIDES GUIDANCE ON DE-RECOGNITION, CLASSIFICATION, DISCLOSURE AND TRANSITION. THE ORGANIZATION ADOPTED THE PROVISIONS OF THIS NEW GUIDANCE ON JANUARY 1, 2009, AND, DUE TO THE COMPANY'S STATUS AS A NON-PROFIT, THERE WAS NO MATERIAL IMPACT ON THE ORGANIZATION'S FINANCIAL STATEMENTS.
Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 Contra Revenue Items - Designated Revenues and Uncollectible Expense - -5211737
Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements Fundraising Event Expenses - -12277
Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 Fundraising event expenses - 12277
Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statements Contra Revenue Items - Designation and Uncollectible Expenses - 5213215
Schedule D (Form 990) 2014

Additional Data


Software ID: 14000329
Software Version: 2014v1.0




SCHEDULE G (Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Supplemental Information Regarding
Fundraising or Gaming Activities
Complete if the organization answered "Yes" to Form 990, Part IV, lines 17, 18, or 19, or if the organization entered more than $15,000 on Form 990-EZ, line 6a. right arrowAttach to Form 990 or Form 990-EZ.
right arrowInformation about Schedule G (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public Inspection
Name of the organization
United Way of the Greater Triangle
 
Employer identification number

56-1949103
Part I
Fundraising Activities. Complete if the organization answered "Yes" to Form 990, Part IV, line 17. Form 990-EZ
filers are not required to complete this part.
1
Indicate whether the organization raised funds through any of the following activities. Check all that apply.
a e
b f
c g
d
2a
Did the organization have a written or oral agreement with any individual (including officers, directors, trustees
or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services?
b
If "Yes," list the ten highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is
to be compensated at least $5,000 by the organization.
(i) Name and address of individual
or entity (fundraiser) 		(ii) Activity (iii) Did fundraiser have custody or control of contributions? (iv) Gross receipts
from activity 		(v) Amount paid to
(or retained by)
fundraiser listed in
col. (i) 		(vi) Amount paid to
(or retained by)
organization
Yes No
             
             
             
             
             
             
             
             
             
             
Total .................right arrow      
3
List all states in which the organization is registered or licensed to solicit contributions or has been notified it is exempt from registration or licensing.
For Paperwork Reduction Act Notice, see the Instructions for Form 990or 990-EZ.
Cat. No. 50083H
Schedule G (Form 990 or 990-EZ) 2014
Schedule G (Form 990 or 990-EZ) 2014
Page 2
Part II
Fundraising Events. Complete if the organization answered "Yes" to Form 990, Part IV, line 18, or reported more than $15,000 of fundraising event contributions and gross income on Form 990-EZ, lines 1 and 6b. List events with gross receipts greater than $5,000.
(a) Event #1

WLC LUNCHEON
(event type) 		(b) Event #2

 
(event type) 		(c) Other events

 
(total number) 		(d) Total events
(add col. (a) through col. (c))
VerticalRevenue 1 Gross receipts . . . 44,681     44,681
2 Less: Contributions . . 26,601     26,601
3 Gross income (line 1
minus line 2) . . . 		18,080 0 0 18,080
VerticalDirectExpenses 4 Cash prizes . . .        
5 Noncash prizes . .        
6 Rent/facility costs . .        
7 Food and beverages . 10,887     10,887
8 Entertainment . . .        
9 Other direct expenses . 1,392     1,392
10 Direct expense summary. Add lines 4 through 9 in column (d) ........... right arrow 12,279
11 Net income summary. Subtract line 10 from line 3, column (d)........... right arrow 5,801
Part III
Gaming. Complete if the organization answered "Yes" to Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a.
VerticalRevenue (a) Bingo (b) Pull tabs/Instant
bingo/progressive bingo 		(c) Other gaming (d) Total gaming (add col.(a) through col.(c))
1 Gross revenue . . . .        
VerticalDirectExpenses 2 Cash prizes . . . .        
3 Non-cash prizes . . .        
4 Rent/facility costs . . .        
5 Other direct expenses . .        
6 Volunteer labor . . .
%
%
%
7 Direct expense summary. Add lines 2 through 5 in column (d) ........... right arrow  
8 Net gaming income summary. Subtract line 7 from line 1, column (d) ......... right arrow  
9
Enter the state(s) in which the organization conducts gaming activities:
a
Is the organization licensed to conduct gaming activities in each of these states? ............
b
If "No," explain:
 
10a
Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? .....
b
If "Yes," explain:
 
Schedule G (Form 990 or 990-EZ) 2014
Schedule G (Form 990 or 990-EZ) 2014
Page 3
11
Does the organization conduct gaming activities with nonmembers? .................
12
Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity
formed to administer charitable gaming? ..........................
13
Indicate the percentage of gaming activities conducted in:
a
The organization's facility ......................
13a
%
b
An outside facility ........................
13b
%
14
Enter the name and address of the person who prepares the organization's gaming/special events books and records:
Name right arrow
Address right arrow
15a
Does the organization have a contract with a third party from whom the organization receives gaming
revenue? ......................................
b
If "Yes," enter the amount of gaming revenue received by the organization right arrow $   and the
amount of gaming revenue retained by the third party right arrow $  
c
If "Yes," enter name and address of the third party:
Name right arrow
Address right arrow
 
 
16
Gaming manager information:
Name right arrow
Gaming manager compensation right arrow $  
Description of services provided right arrow
 
17
Mandatory distributions:
a
Is the organization required under state law to make charitable distributions from the gaming proceeds to
retain the state gaming license? ............................
b
Enter the amount of distributions required under state law distributed to other exempt organizations or spent
in the organization's own exempt activities during the tax year right arrow$  
Part IV
Supplemental Information. Provide the explanations required by Part I, line 2b, columns (iii) and (v), and Part III, lines 9, 9b, 10b, 15b, 15c, 16, and 17b, as applicable. Also provide any additional information (see instructions).
Return Reference Explanation
Schedule G (Form 990 or 990-EZ) 2014
Additional Data


Software ID: 14000329
Software Version: 2014v1.0
Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," to Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990.
lBullet Information about Schedule I (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public
Inspection
Name of the organization
United Way of the Greater Triangle
 
Employer identification number
56-1949103
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ....................................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" to
Form 990, Part IV, line 21, for any recipient that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government		 (b) EIN (c) IRC section
if applicable		 (d) Amount of cash grant (e) Amount of non-cash
assistance		 (f) Method of valuation
(book, FMV, appraisal,
other)		 (g) Description of
non-cash assistance		 (h) Purpose of grant
or assistance
(1) Triangle Family Services Inc
401 Hillsborough Street
Raleigh,NC27603 		56-0547491 501(c)3 548,986       SUPPORT AGENCY PROGRAMS
(2) 33430 American Red Cross Triangle Area
100 N Peartree Lane
Raleigh,NC27610 		53-0196605 501(c)4 452,582       SUPPORT AGENCY PROGRAMS
(3) Boys & Girls Clubs of Wake County
701 N Raleigh Blvd
Raleigh,NC27610 		56-0863051 501(c)5 369,777       SUPPORT AGENCY PROGRAMS
(4) Interact
612 Wade Avenue
Raleigh,NC27605 		58-1320613 501(c)6 349,923       SUPPORT AGENCY PROGRAMS
(5) Learning Together Inc
568 East Lenoir Street
Raleigh,NC27601 		51-0161593 501(c)7 256,530       SUPPORT AGENCY PROGRAMS
(6) SouthLight Inc
3117 Poplarwood Ct Suite 326
Raleigh,NC27604 		56-0988422 501(c)8 251,860       SUPPORT AGENCY PROGRAMS
(7) YMCA of the Triangle
980 Martin Luther King Jr Blvd
Chapel Hill,NC27514 		56-0591307 501(c)9 215,914       SUPPORT AGENCY PROGRAMS
(8) Urban Ministries of Wake County
PO Box 26476
Raleigh,NC27611 		58-1422700 501(c)10 214,999       SUPPORT AGENCY PROGRAMS
(9) Haven House Inc
706 Hillsborough St Suite 102
Raleigh,NC27603 		56-1073632 501(c)11 201,536       SUPPORT AGENCY PROGRAMS
(10) Girl Scouts-North Carolina Coastal Pines
6901 Pinecrest Rd
Raleigh,NC27613 		56-0791500 501(c)12 200,894       SUPPORT AGENCY PROGRAMS
(11) Food Bank of Central and Eastern NC
3808 Tarheel Drive
Raleigh,NC27609 		56-1283426 501(c)13 198,894       SUPPORT AGENCY PROGRAMS
(12) United Way of Greater Philadelphia and Southern New Jersey
1709 Benjamin Franklin Pkwy
Philadelphia,PA19103 		23-1556045 501(c)14 197,185       SUPPORT AGENCY PROGRAMS
(13) Child Care Services Association
PO Box 901
Chapel Hill,NC27514 		56-1514058 501(c)15 182,240       SUPPORT AGENCY PROGRAMS
(14) Tammy Lynn Memorial Inc
739 Chappell Drive
Raleigh,NC276063299 		56-0999619 501(c)16 153,210       SUPPORT AGENCY PROGRAMS
(15) Catholic Charities of the Diocese of Raleigh
3000 Highwoods Blvd Ste 128
Raleigh,NC27604 		56-0529943 501(c)17 146,344       SUPPORT AGENCY PROGRAMS
(16) Inter-Faith Food Shuttle
PO Box 14638
Raleigh,NC27620 		56-1753180 501(c)18 143,099       SUPPORT AGENCY PROGRAMS
(17) Resources for Seniors Inc
1110 Navaho Dr Suite 400
Raleigh,NC27609 		56-1035065 501(c)19 135,038       SUPPORT AGENCY PROGRAMS
(18) Women's Center of Wake County
128 E Hargett Street Suite 10
Raleigh,NC27601 		58-1316004 501(c)20 134,982       SUPPORT AGENCY PROGRAMS
(19) Transitions LifeCare
1300 St Marys Street
Raleigh,NC27605 		56-1228779 501(c)21 128,927       SUPPORT AGENCY PROGRAMS
(20) PLM Families Together Inc
PO Box 6446
Raleigh,NC276286446 		56-1278004 501(c)22 113,142       SUPPORT AGENCY PROGRAMS
(21) Volunteer Center of Greater Durham
136 E Chapel Hill Street
Durham,NC27701 		23-7128378 501(c)23 108,889       SUPPORT AGENCY PROGRAMS
(22) Inter-Faith Council for Social Service Inc
110 W Main Street
Carrboro,NC27510 		59-1224041 501(c)24 105,394       SUPPORT AGENCY PROGRAMS
(23) Rex Healthcare Foundation
2500 Blue Ridge Road
Raleigh,NC27607 		56-6052117 501(c)25 101,587       SUPPORT AGENCY PROGRAMS
(24) Meals on Wheels of Wake County Inc
PO Box 37639
Raleigh,NC27627 		56-1061085 501(c)26 82,272       SUPPORT AGENCY PROGRAMS
(25) The Healing Place of Wake County
1251 Goode St
Raleigh,NC27603 		56-2135246 501(c)27 74,810       SUPPORT AGENCY PROGRAMS
(26) Durham Crisis Response Center
PO Box 52028
Durham,NC277172028 		58-1496427 501(c)28 72,214       SUPPORT AGENCY PROGRAMS
(27) The Hope Center at Pullen
1801 Hillsborough Street
Raleigh,NC27605 		61-1570567 501(c)29 69,376       SUPPORT AGENCY PROGRAMS
(28) Legal Aid of North Carolina Inc
Development Officer
Raleigh,NC27611 		31-1784161 501(c)30 67,765       SUPPORT AGENCY PROGRAMS
(29) Salvation Army Boys & Girls Club
PO Box 1330
Durham,NC27702 		58-0660607 501(c)31 63,124       SUPPORT AGENCY PROGRAMS
(30) Threshold Inc
PO Box 11706
Durham,NC27703 		56-1458745 501(c)32 62,787       SUPPORT AGENCY PROGRAMS
(31) Student U
3116 Academy Rd
Durham,NC27707 		27-3460491 501(c)33 62,429       SUPPORT AGENCY PROGRAMS
(32) United Way of San Diego County
PO Box 501722
San Diego,CA921501722 		95-2213995 501(c)34 61,472       SUPPORT AGENCY PROGRAMS
(33) Orange Congregations in Mission
300 Millstone Drive
Hillsborough,NC27278 		58-1563438 501(c)35 61,332       SUPPORT AGENCY PROGRAMS
(34) Center for Child & Family Health
3518 Westgate Dr Ste 100
Durham,NC27707 		58-1446309 501(c)36 59,488       SUPPORT AGENCY PROGRAMS
(35) The Exchange Clubs' Family Center of Durham County
Prevention Center
Durham,NC27705 		58-1978668 501(c)37 58,708       SUPPORT AGENCY PROGRAMS
(36) Durham Literacy Center
Attn Reginald Hodges
Durham,NC27701 		56-1479534 501(c)38 55,198       SUPPORT AGENCY PROGRAMS
(37) Compass Center for Women & Families
PO Box 1057
Chapel Hill,NC275141057 		56-1271474 501(c)39 54,884       SUPPORT AGENCY PROGRAMS
(38) United Way of Forsyth County
301 North Main Street
Winston Salem,NC27101 		23-7357234 501(c)40 52,336       SUPPORT AGENCY PROGRAMS
(39) Freedom House Recovery Center
104 New Stateside Drive
Chapel Hill,NC275161165 		56-1082674 501(c)41 51,024       SUPPORT AGENCY PROGRAMS
(40) Genesis Home Inc
PO Box 25426
Durham,NC27702 		56-1633998 501(c)42 51,006       SUPPORT AGENCY PROGRAMS
(41) Step-Up Ministry
1704 Oberlin Road
Raleigh,NC27608 		56-1655255 501(c)43 50,844       SUPPORT AGENCY PROGRAMS
(42) Community and Senior Services of Johnston County
1363 W Market St
Smithfield,NC27577 		56-1034246 501(c)44 50,811       SUPPORT AGENCY PROGRAMS
(43) Harbor Inc
PO Box 1903
Smithfield,NC27577 		56-1505174 501(c)45 50,551       SUPPORT AGENCY PROGRAMS
(44) Big Brothers Big Sisters of the Triangle
MF Bank Corp Center
Durham,NC27707 		56-2109717 501(c)46 50,155       SUPPORT AGENCY PROGRAMS
(45) Orange County Rape Crisis Center
PO Box 4722
Chapel Hill,NC275154722 		58-1356356 501(c)47 49,334       SUPPORT AGENCY PROGRAMS
(46) Literacy Council of Wake County
4208 Six Forks Rd Ste 246
Raleigh,NC27609 		56-1530150 501(c)48 44,694       SUPPORT AGENCY PROGRAMS
(47) United Way of Central Carolinas
301 South Brevard Street
Charlotte,NC282022317 		56-0529948 501(c)49 43,993       SUPPORT AGENCY PROGRAMS
(48) HopeLine Inc
PO Box 10490
Raleigh,NC276050490 		56-1096751 501(c)50 43,341       SUPPORT AGENCY PROGRAMS
(49) Community Partnerships Inc
3522 Haworth Drive
Raleigh,NC27609 		58-1605761 501(c)51 38,302       SUPPORT AGENCY PROGRAMS
(50) North Carolina Housing Coalition
CHIN
Raleigh,NC27605 		58-1798953 501(c)52 37,290       SUPPORT AGENCY PROGRAMS
(51) Orange Literacy
503 W Franklin Street
Chapel Hill,NC27516 		56-1433933 501(c)53 37,257       SUPPORT AGENCY PROGRAMS
(52) Tuscarora Council Boy Scouts of America
PO Box 1436
Goldsboro,NC27530 		56-0543259 501(c)54 37,205       SUPPORT AGENCY PROGRAMS
(53) United Way of Chatham County Inc
PO Box 1066
Pittsboro,NC273121066 		58-1897275 501(c)55 36,557       SUPPORT AGENCY PROGRAMS
(54) Communities in Schools of Durham
411 West Chapel Hill Street
Durham,NC27701 		56-1791366 501(c)56 36,141       SUPPORT AGENCY PROGRAMS
(55) Wake Enterprises Inc
2421 Timber Drive
Raleigh,NC27604 		56-1248778 501(c)57 35,424       SUPPORT AGENCY PROGRAMS
(56) El Futuro
136 E Chapel Hill St
Durham,NC27701 		80-0122334 501(c)58 34,333       SUPPORT AGENCY PROGRAMS
(57) Daniel Center for Math and Science
735 Rock Quarry Road
Raleigh,NC27610 		27-1597059 501(c)59 34,142       SUPPORT AGENCY PROGRAMS
(58) Alliance Medical Ministry
2610 New Bern Ave
Raleigh,NC27610 		56-2168673 501(c)60 33,469       SUPPORT AGENCY PROGRAMS
(59) Chabad-Lubavitch of Delaware
1811 Silverside Rd
Wilmington,DE19810 		22-2842237 501(c)61 31,940       SUPPORT AGENCY PROGRAMS
(60) Hilltop Home
2820 Kidd Road
Raleigh,NC27610 		56-0727843 501(c)62 30,219       SUPPORT AGENCY PROGRAMS
(61) Chapel Hill-Carrboro Meals on Wheels
PO Box 2102
Chapel Hill,NC27514 		59-1721954 501(c)63 28,280       SUPPORT AGENCY PROGRAMS
(62) United Way Tar River Region
2501 Sunset Ave
Rocky Mount,NC278042534 		56-0611545 501(c)64 28,227       SUPPORT AGENCY PROGRAMS
(63) CASA
PO Box 12545
Raleigh,NC27605 		56-1778714 501(c)65 27,708       SUPPORT AGENCY PROGRAMS
(64) Life Experiences Inc
260 Towerview Court
Cary,NC27513 		56-1201695 501(c)66 27,355       SUPPORT AGENCY PROGRAMS
(65) United Way of Chester County
Two West Market Street
West Chester,PA19382 		23-2131877 501(c)67 24,944       SUPPORT AGENCY PROGRAMS
(66) Reinvestment Partners
331 West Main Street
Durham,NC27701 		31-1587628 501(c)68 24,817       SUPPORT AGENCY PROGRAMS
(67) Chapel Hill Training Outreach Project
800 Eastowne Drive Suite 105
Chapel Hill,NC27514 		58-2046321 501(c)69 24,721       SUPPORT AGENCY PROGRAMS
(68) Occoneechee Council of the Boy Scouts
3231 Atlantic Ave
Raleigh,NC27604 		56-0529984 501(c)70 24,361       SUPPORT AGENCY PROGRAMS
(69) Dress for Success Triangle NC
1058 West Club Blvd
Durham,NC27701 		26-2229898 501(c)71 23,790       SUPPORT AGENCY PROGRAMS
(70) Boys & Girls Clubs of Johnston County
PO Box 784
Selma,NC27576 		56-0706013 501(c)72 22,326       SUPPORT AGENCY PROGRAMS
(71) SAFEchild
864 W Morgan St
Raleigh,NC27603 		56-1817816 501(c)73 22,106       SUPPORT AGENCY PROGRAMS
(72) United Way of Berks County
PO Box 702
Reading,PA196030302 		23-1655375 501(c)74 22,001       SUPPORT AGENCY PROGRAMS
(73) Volunteers for Youth Inc
205 Lloyd Street Suite 103
Carrboro,NC27510 		58-1457945 501(c)75 21,908       SUPPORT AGENCY PROGRAMS
(74) Methodist Home for Children
1041 Washington St
Raleigh,NC27605 		56-2259577 501(c)76 21,802       SUPPORT AGENCY PROGRAMS
(75) Durham Rescue Mission
PO Box 11858
Durham,NC277031858 		58-1482590 501(c)77 21,212       SUPPORT AGENCY PROGRAMS
(76) United Way of the National Capital Area
95 M Street S W
Washington,DC20024 		53-0234290 501(c)78 20,957       SUPPORT AGENCY PROGRAMS
(77) Orange County's United Way
18012 Mitchell Avenue South
Irvine,CA92614 		33-0047994 501(c)79 20,667       SUPPORT AGENCY PROGRAMS
(78) United Way of Allegheny County PA
200 Ross Street
Pittsburgh,PA152300735 		25-1043578 501(c)80 20,510       SUPPORT AGENCY PROGRAMS
(79) Hampton Roads Community Foundation
1 Commercial Place 1410
Norfolk,VA23510 		54-2035996 501(c)81 20,000       SUPPORT AGENCY PROGRAMS
(80) Communities In Schools of Wake County
971 Harp Street
Raleigh,NC27604 		56-1704570 501(c)82 19,795       SUPPORT AGENCY PROGRAMS
(81) Raleigh Rescue Mission
PO Box 27391
Raleigh,NC27611 		56-6024168 501(c)83 19,645       SUPPORT AGENCY PROGRAMS
(82) Wake Interfaith Hospitality Network
903 Method Road
Raleigh,NC27606 		56-1843022 501(c)84 19,255       SUPPORT AGENCY PROGRAMS
(83) Senior PHARMAssist Inc
123 Market Street
Durham,NC27701 		56-2084639 501(c)85 18,521       SUPPORT AGENCY PROGRAMS
(84) Club Nova Community Inc
103-D W Main Street
Carrboro,NC27510 		27-0103430 501(c)86 18,459       SUPPORT AGENCY PROGRAMS
(85) Triangle Golf Foundation
NCSU
Raleigh,NC27695 		56-2266025 501(c)87 18,075       SUPPORT AGENCY PROGRAMS
(86) Meals on Wheels of Durham Inc
2506 North Roxboro Road
Durham,NC27704 		56-1729111 501(c)88 17,934       SUPPORT AGENCY PROGRAMS
(87) Lucy Daniels Center for Early Childhood
9003 Weston Parkway
Cary,NC27513 		58-1863104 501(c)89 17,890       SUPPORT AGENCY PROGRAMS
(88) United Way of Henderson County (NC)
PO Box 487
Hendersonville,NC287930487 		56-0890133 501(c)90 17,729       SUPPORT AGENCY PROGRAMS
(89) John Avery Boys & Girls Club
PO Box 446
Durham,NC277020446 		56-6001906 501(c)91 17,617       SUPPORT AGENCY PROGRAMS
(90) Johnston Lee Harnett Community Action
225 S Steele St
Sanford,NC27330 		56-0859623 501(c)92 17,460       SUPPORT AGENCY PROGRAMS
(91) Durham Center for Senior Life
807 South Duke Street
Durham,NC27701 		56-0886647 501(c)93 17,206       SUPPORT AGENCY PROGRAMS
(92) Durham Economic Resource Center
Union Baptist Church
Durham,NC27701 		26-3742480 501(c)94 16,912       SUPPORT AGENCY PROGRAMS
(93) The Alliance of AIDS Services-Carolina
PO Box 12583
Raleigh,NC27605 		56-2158082 501(c)95 16,649       SUPPORT AGENCY PROGRAMS
(94) United Way of Greater Greensboro
PO Box 14998
Greensboro,NC274154998 		56-0668555 501(c)96 16,305       SUPPORT AGENCY PROGRAMS
(95) NC State University Foundation
NCSU Box 7474
Raleigh,NC27695 		56-6049503 501(c)97 16,235       SUPPORT AGENCY PROGRAMS
(96) United Way of Franklin County-NC
PO Box 342
Louisburg,NC27549 		56-1875455 501(c)98 16,140       SUPPORT AGENCY PROGRAMS
(97) Elna B Spaulding Conflict Resolution Center
634 Foster St
Durham,NC27701 		56-0938146 501(c)99 15,390       SUPPORT AGENCY PROGRAMS
(98) 33152 - American Red Cross Central NC
PO Box 52509
Durham,NC277172509 		53-0196605 501(c)100 14,920       SUPPORT AGENCY PROGRAMS
(99) United Way of Asheville & Buncombe County
50 S French Broad Ave
Asheville,NC288013218 		56-0576157 501(c)101 14,879       SUPPORT AGENCY PROGRAMS
(100) The Center for Volunteer Caregiving
1150 SE Maynard Road
Cary,NC27511 		58-2067482 501(c)102 14,822       SUPPORT AGENCY PROGRAMS
(101) United Way of Northern New Jersey
60 S Fullerton Ave
Montclair,NJ07042 		22-1487247 501(c)103 14,027       SUPPORT AGENCY PROGRAMS
(102) Smithfield Rescue Mission
PO Box 681
Smithfield,NC275770681 		56-1245638 501(c)104 13,794       SUPPORT AGENCY PROGRAMS
(103) Johnston County Youth Services
PO Box 1633
Smithfield,NC275771633 		31-1768667 501(c)105 13,610       SUPPORT AGENCY PROGRAMS
(104) Henderson Street House Foundation
512 Lakeshore Lane
Chapel Hill,NC27514 		58-1849142 501(c)106 13,500       SUPPORT AGENCY PROGRAMS
(105) Dispute Settlement Center Inc
302 Weaver Street
Carrboro,NC27510 		56-1216584 501(c)107 13,460       SUPPORT AGENCY PROGRAMS
(106) United Way of Lubbock Inc
1655 Main St
Lubbock,TX79401 		75-0961812 501(c)108 13,383       SUPPORT AGENCY PROGRAMS
(107) United Way California Capital Region
Suite 200
Sacramento,CA95826 		94-1225382 501(c)109 13,129       SUPPORT AGENCY PROGRAMS
(108) United Way of Bucks County
413 Hood Boulevard
Fairless Hills,PA19030 		23-1409706 501(c)110 13,052       SUPPORT AGENCY PROGRAMS
(109) Christian Life Home
PO Box 31705
Raleigh,NC276221705 		56-1469206 501(c)111 11,872       SUPPORT AGENCY PROGRAMS
(110) The Educational Foundation Inc
Attn Director of Gift Services
Chapel Hill,NC27514 		56-6058412 501(c)112 11,766       SUPPORT AGENCY PROGRAMS
(111) The Salvation Army Durham County
PO Box 1330
Durham,NC277021330 		58-0660607 501(c)113 11,414       SUPPORT AGENCY PROGRAMS
(112) Passage Home Inc
PO Box 10347
Raleigh,NC27605 		56-1765360 501(c)114 11,304       SUPPORT AGENCY PROGRAMS
(113) United Way of Alamance County
803 Hermitage Rd
Burlington,NC27215 		56-0599239 501(c)115 11,211       SUPPORT AGENCY PROGRAMS
(114) United Way of Aiken County
PO Box 699
Aiken,SC298020699 		57-0360086 501(c)116 11,071       SUPPORT AGENCY PROGRAMS
(115) Planned Parenthood of Central NC
PO Box 3258
Chapel Hill,NC27515 		58-1484820 501(c)117 10,628       SUPPORT AGENCY PROGRAMS
(116) Save the Children
54 Wilton Rd
Westport,CT06880 		06-0726487 501(c)118 10,617       SUPPORT AGENCY PROGRAMS
(117) Campaign4Change
4604 Tyne Drive
Durham,NC27703 		26-0096724 501(c)119 10,500       SUPPORT AGENCY PROGRAMS
(118) Children's Home Society of NC
PO Box 14608
Greensboro,NC274154608 		56-0529946 501(c)120 10,369       SUPPORT AGENCY PROGRAMS
(119) Johnston County Coalition on Adolescent
Pregnancy Prevention
Smithfield,NC27577 		58-1985879 501(c)121 10,004       SUPPORT AGENCY PROGRAMS
(120) St Jude Children's Research Hospital
501 St Jude Place
Memphis,TN38105 		35-1044585 501(c)122 9,930       SUPPORT AGENCY PROGRAMS
(121) Western Wake Crisis Ministry
103 1/2 E Chatham St
Apex,NC27502 		56-1585440 501(c)123 9,910       SUPPORT AGENCY PROGRAMS
(122) UNCW Foundation
601 S College Rd
Wilmington,NC28403 		56-6050338 501(c)124 9,586       SUPPORT AGENCY PROGRAMS
(123) NC State Engineering Foundation
Campus Box 7901
Raleigh,NC27695 		56-6046987 501(c)125 9,570       SUPPORT AGENCY PROGRAMS
(124) Planned Parenthood of SE Pennsylvania
1144 Locust Street
Philadelphia,PA19107 		23-1352509 501(c)126 9,525       SUPPORT AGENCY PROGRAMS
(125) Maternity Care Coalition
2000 Hamilton St Ste 205
Philadelphia,PA19130 		23-2200410 501(c)127 9,379       SUPPORT AGENCY PROGRAMS
(126) North Penn United Way
PO Box 99
Hatfield,PA19440 		23-1576820 501(c)128 9,074       SUPPORT AGENCY PROGRAMS
(127) United Way of Missoula County
PO Box 7395
Missoula,MT59807 		81-0287854 501(c)129 8,993       SUPPORT AGENCY PROGRAMS
(128) United Way of Cumberland County
PO Box 303
Fayetteville,NC283020303 		56-0564342 501(c)130 8,855       SUPPORT AGENCY PROGRAMS
(129) Junior Achievement of Eastern NC
402 East Hargett St
Raleigh,NC27601 		56-1107715 501(c)131 8,842       SUPPORT AGENCY PROGRAMS
(130) Fellowship of Christian Athletes
6511 Creedmoor Road
Raleigh,NC27613 		44-0610626 501(c)132 8,816       SUPPORT AGENCY PROGRAMS
(131) Rebuilding Together of the Triangle Inc
324 S Wilmington St 118
Raleigh,NC27601 		56-1955629 501(c)133 8,808       SUPPORT AGENCY PROGRAMS
(132) Boys & Girls Club of Greater Washington
8555 16th St
Silver Spring,MD20910 		53-0236759 501(c)134 8,700       SUPPORT AGENCY PROGRAMS
(133) Washington Bach Consort
1220 19th Street NW
Washington,DC20036 		52-1107948 501(c)135 8,700       SUPPORT AGENCY PROGRAMS
(134) First Tee of Brunswick County
445 Tarklin Court
Shallotte,NC28460 		27-0106935 501(c)136 8,550       SUPPORT AGENCY PROGRAMS
(135) Wee Care Children's Enrichment Program
PO Box 30413
Raleigh,NC276220413 		20-8173267 501(c)137 8,245       SUPPORT AGENCY PROGRAMS
(136) UWGPSNJ in Camden County
1709 Benjamin Franklin Pkwy
Philadelphia,PA19103 		23-1556045 501(c)138 8,225       SUPPORT AGENCY PROGRAMS
(137) American Cancer Society South Atlantic Division
8300 Health Park
Raleigh,NC27615 		13-1788491 501(c)139 8,098       SUPPORT AGENCY PROGRAMS
(138) United Way of Onslow County Inc
PO Box 5125
Jacksonville,NC285405124 		23-7356577 501(c)140 7,995       SUPPORT AGENCY PROGRAMS
(139) The Arc of Wake County Inc
343 E Six Forks Road
Raleigh,NC27609 		56-0846545 501(c)141 7,886       SUPPORT AGENCY PROGRAMS
(140) Weirton United Way WV
3200 Main St
Weirton,WV260624714 		55-0583651 501(c)142 7,742       SUPPORT AGENCY PROGRAMS
(141) Shepherd's Table Soup Kitchen
PO Box 28024
Raleigh,NC27611 		56-1423190 501(c)143 7,498       SUPPORT AGENCY PROGRAMS
(142) Person County United Way Inc
PO Box 854
Roxboro,NC275730854 		23-7121137 501(c)144 7,412       SUPPORT AGENCY PROGRAMS
(143) Philabundance
3616 South Galloway Street
Philadelphia,PA19148 		23-2290505 501(c)145 7,389       SUPPORT AGENCY PROGRAMS
(144) Triangle Land Conservancy
514 S Duke St
Durham,NC277013116 		58-1514406 501(c)146 7,339       SUPPORT AGENCY PROGRAMS
(145) Granville County United Way
PO Box 1542
Oxford,NC275651542 		56-1596219 501(c)147 7,283       SUPPORT AGENCY PROGRAMS
(146) Safe Haven for Cats
8804 Whitby Court
Raleigh,NC27615 		56-1916620 501(c)148 7,172       SUPPORT AGENCY PROGRAMS
(147) Animal Protection Society of Durham
2117 E Club Blvd
Durham,NC27704 		56-1047100 501(c)149 6,973       SUPPORT AGENCY PROGRAMS
(148) Northwest Community Church of Cary
10109 Morrisville Pkwy
Apex,NC275237522 		20-5192104 501(c)150 6,931       SUPPORT AGENCY PROGRAMS
(149) United Way of Gloucester County
454 Crown Point Road
Thorofare,NJ08086 		21-6006822 501(c)151 6,782       SUPPORT AGENCY PROGRAMS
(150) The Carolinas Center for Hospice and End of Life Care
PO Box 4449
Cary,NC275194440 		56-1179547 501(c)152 6,707       SUPPORT AGENCY PROGRAMS
(151) United Way of Lancaster County PA
630 Janet Ave
Lancaster,PA176014589 		23-1352093 501(c)153 6,597       SUPPORT AGENCY PROGRAMS
(152) United Way of Metropolitan Chicago
333 S Wabash Ave 30th Floor
Chicago,IL60604 		30-0200478 501(c)154 6,399       SUPPORT AGENCY PROGRAMS
(153) United Way of Greater Atlanta
100 Edgewood Ave NE
Atlanta,GA30303 		58-0566194 501(c)155 6,334       SUPPORT AGENCY PROGRAMS
(154) Greater Twin Cities United Way
404 South Eight Street
Minneapolis,MN554041084 		41-1973442 501(c)156 6,300       SUPPORT AGENCY PROGRAMS
(155) Urban Affairs Coalition
1207 Chestnut Street 7th Floor
Philadelphia,PA19107 		23-7046393 501(c)157 6,290       SUPPORT AGENCY PROGRAMS
(156) Children's Hospital of Philadelphia Foundation
Lockbox 1352
Philadelphia,PA191781352 		23-2237932 501(c)158 6,244       SUPPORT AGENCY PROGRAMS
(157) Alzheimers North Carolina
1305 Navaho Dr
Raleigh,NC27609 		56-1501117 501(c)159 6,165       SUPPORT AGENCY PROGRAMS
(158) UWGPSNJ in Southeast Delaware County
1709 Benjamin Franklin Pkwy
Philadelphia,PA19103 		23-1556045 501(c)160 6,154       SUPPORT AGENCY PROGRAMS
(159) United Arts Council of Raleigh & Wake County Inc
336 Fayetteville Street Mall Ste 44
Raleigh,NC27601 		56-0770175 501(c)161 6,046       SUPPORT AGENCY PROGRAMS
(160) Foundation for Learning In Tredyffrin-Easttown
PO Box 806
Southeastern,PA19399 		20-3974816 501(c)162 6,038       SUPPORT AGENCY PROGRAMS
(161) Habitat for Humanity of Wake County
2400 Atlantic Court
Raleigh,NC27604 		56-1492703 501(c)163 6,030       SUPPORT AGENCY PROGRAMS
(162) United Way of the Midlands SC
PO Box 152
Columbia,SC292020152 		57-0314396 501(c)164 5,942       SUPPORT AGENCY PROGRAMS
(163) Habitat for Humanity Durham County
215 North Church Street
Durham,NC27701 		58-1674794 501(c)165 5,941       SUPPORT AGENCY PROGRAMS
(164) UWGPSNJ in Burlington County
1709 Benjamin Franklin Parkway
Philadelphia,PA19103 		23-1556045 501(c)166 5,914       SUPPORT AGENCY PROGRAMS
(165) SPCA of Wake County
210 Petfinder Lane
Raleigh,NC27603 		56-0891732 501(c)167 5,895       SUPPORT AGENCY PROGRAMS
(166) Conestoga Crew Club
PO Box 162
Berwyn,PA19312 		23-2995935 501(c)168 5,871       SUPPORT AGENCY PROGRAMS
(167) White Plains Children's Center Inc
313 SE Maynard Road
Cary,NC27511 		58-1792551 501(c)169 5,768       SUPPORT AGENCY PROGRAMS
(168) Cape Fear Area United Way
PO Box 1503
Wilmington,NC284021503 		56-0529949 501(c)170 5,762       SUPPORT AGENCY PROGRAMS
(169) The Arc of Orange County Inc
1777 N Fordham Blvd
Chapel Hill,NC27514 		56-1214133 501(c)171 5,688       SUPPORT AGENCY PROGRAMS
(170) United Way of Greater St Louis
Attn Pledge Processing
Saint Louis,MO63150 		43-0714167 501(c)172 5,668       SUPPORT AGENCY PROGRAMS
(171) North American Church Planting Foundation
9801 Durant Road
Raleigh,NC27614 		26-4014590 501(c)173 5,623       SUPPORT AGENCY PROGRAMS
(172) United Way of the Mid-South
PO Box 750730
Memphis,TN381750730 		56-1010742 501(c)174 5,561       SUPPORT AGENCY PROGRAMS
(173) Stop Hunger Now
2501 Clark Ave
Raleigh,NC27607 		16-1541024 501(c)175 5,515       SUPPORT AGENCY PROGRAMS
(174) St Raphael the ArchangelCatholic Church
5801 Falls of Neuse Rd
Raleigh,NC27609 		501(c)176 5,514       SUPPORT AGENCY PROGRAMS
(175) Child Abuse Council
525 16th St
Moline,IL61265 		36-2937848 501(c)177 5,451       SUPPORT AGENCY PROGRAMS
(176) United Way of Greater Kansas City
801 W 47th Street Suite 500
Kansas City,MO64112 		44-0545812 501(c)178 5,394       SUPPORT AGENCY PROGRAMS
(177) United Way of Massachusetts Bay and Merrimack Valley
245 Summer Street 1401
Boston,MA022101121 		04-2382233 501(c)179 5,386       SUPPORT AGENCY PROGRAMS
(178) Habitat for Humanity of Orange County NC Inc
88 Vilcom Center Drive
Chapel Hill,NC27514 		58-1603427 501(c)180 5,384       SUPPORT AGENCY PROGRAMS
(179) Saint Miriam Catholic Apostolic Church
475 Norristown Rd
Blue Bell,PA19422 		46-1745096 501(c)181 5,359       SUPPORT AGENCY PROGRAMS
(180) EarthShare North Carolina
PO Box 196
Durham,NC27702 		56-1775025 501(c)182 5,352       SUPPORT AGENCY PROGRAMS
(181) Harrison County Community Services Inc
PO Box 308
Corydon,IN47112 		35-1378568 501(c)183 5,220       SUPPORT AGENCY PROGRAMS
(182) Teach for America
150 Fayetteville Street Mall
Raleigh,NC27601 		13-3541913 501(c)184 5,075       SUPPORT AGENCY PROGRAMS
(183) Aloha United Way
PO Box 1096
Honolulu,HI968081096 		99-0073494 501(c)185 5,059       SUPPORT AGENCY PROGRAMS
(184) United Way of Buffalo & Erie County
742 Delaware Ave
Buffalo,NY14209 		16-0743969 501(c)186 5,059       SUPPORT AGENCY PROGRAMS
(185) Saint Francis University
Office of Advancement
Loretto,PA15940 		25-1024358 501(c)187 5,000       SUPPORT AGENCY PROGRAMS
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................ Bullet Image
185
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
0
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2014

Schedule I (Form 990) 2014
Page 2
Part III
Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" to Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
(a)Type of grant or assistance (b)Number of
recipients		 (c)Amount of
cash grant		 (d)Amount of
non-cash assistance		 (e)Method of valuation (book,
FMV, appraisal, other)		 (f)Description of non-cash assistance












Part IV
Supplemental Information. Provide the information required in Part I, line 2, Part III, column (b), and any other additional information.
Return Reference Explanation
Schedule I, Part I, Line 2 Description Of Procedure For Monitoring Use Of Grant Funds UNITED WAY OF THE GREATER TRIANGLE'S RESOURCE INVESTMENT DEPARTMENT IS RESPONSIBLE FOR ENSURING DONORS' GIFTS ARE INVESTED WISELY IN THE COMMUNITY AND TO EXAMINE THE NEEDS IN EACH COUNTY AND TO DETERMINE HOW GIFTS TO THE UNITED WAY OF THE GREATER TRIANGLE CAN BE MAXIMIZED TO ACHIEVE MEASUREABLE RESULTS. THE ORGANIZATION'S VOLUNTEER TEAMS USE ASSESSMENT AND OTHER DATA TO IDENTIFY THE GAPS IN HUMAN SERVICES. THE ORGANIZATION ALSO HAS A COMMITTEE ASSIGNED TO ENSURE THAT ALL AGENCIES MEET ACCOUNTABILITY STANDARDS OF UNITED WAY MEMBERSHIP. THE COUNTY COMMUNITY CARE CABINETS CREATE COUNTY ACTION PLANS THAT WILL GUIDE HOW FUNDS ARE SPENT TO FUND PROGRAMS TO ACHIEVE SPECIFIC COMMUNITY OUTCOMES.
Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. UNITED WAY OF THE GREATER TRIANGLE'S RESOURCE INVESTMENT DEPARTMENT IS RESPONSIBLE FOR ENSURING DONORS' GIFTS ARE INVESTED WISELY IN THE COMMUNITY AND TO EXAMINE THE NEEDS IN EACH COUNTY AND TO DETERMINE HOW GIFTS TO THE UNITED WAY OF THE GREATER TRIANGLE CAN BE MAXIMIZED TO ACHIEVE MEASUREABLE RESULTS. THE ORGANIZATION'S VOLUNTEER TEAMS USE ASSESSMENT AND OTHER DATA TO IDENTIFY THE GAPS IN HUMAN SERVICES. THE ORGANIZATION ALSO HAS A COMMITTEE ASSIGNED TO ENSURE THAT ALL AGENCIES MEET ACCOUNTABILITY STANDARDS OF UNITED WAY MEMBERSHIP. THE COUNTY COMMUNITY CARE CABINETS CREATE COUNTY ACTION PLANS THAT WILL GUIDE HOW FUNDS ARE SPENT TO FUND PROGRAMS TO ACHIEVE SPECIFIC COMMUNITY OUTCOMES.
Schedule I (Form 990) 2014


Additional Data


Software ID: 14000329
Software Version: 2014v1.0


Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, line 23.
SchJMediumBullet Attach to Form 990.
SchJMediumBullet Information about Schedule J (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public Inspection
Name of the organization
United Way of the Greater Triangle
 
Employer identification number

56-1949103
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed in Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain....
1b
 
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked in line 1a? ..
2
 
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed in Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? ................
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
 
No
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ...........................
5a
 
No
b
Any related organization? .........................
5b
 
No
If "Yes," to line 5a or 5b, describe in Part III.
6
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ...........................
6a
 
No
b
Any related organization? .........................
6b
 
No
If "Yes," to line 6a or 6b, describe in Part III.
7
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported in Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III .............................
8
 
No
9
If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2014

Schedule J (Form 990) 2014
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits		 (E) Total of columns
(B)(i)-(D) 		(F) Compensation in column(B) reported as deferred in prior Form 990
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
1STANLEY M KOONCE JR
  PRESIDENT/CEO 		(i)
(ii)		 222,726
...............................
0 		19,500
...............................
0 		9,000
...............................
0 		57,995
...............................
0 		13,801
...............................
0 		323,022
...............................
0 		19,500
...............................
0
Schedule J (Form 990) 2014

Schedule J (Form 990) 2014
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II.
Also complete this part for any additional information.
Return Reference Explanation
Schedule J (Form 990) 2014

Additional Data


Software ID: 14000329
Software Version: 2014v1.0
SCHEDULE M
(Form 990)

Department of the Treasury
Internal Revenue Service
Noncash Contributions
Right pointing arrow large imageComplete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image Attach to Form 990.
Right pointing arrow large imageInformation about Schedule M (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public Inspection
Name of the organization
United Way of the Greater Triangle
 
Employer identification number

56-1949103
Part I
Types of Property
(a)
Check if applicable 		(b)
Number of contributions or items contributed 		(c)
Noncash contribution amounts reported on
Form 990, Part VIII, line 1g 		(d)
Method of determining
noncash contribution amounts
1 Art—Works of art ....        
2 Art—Historical treasures .        
3 Art—Fractional interests ..        
4 Books and publications ..      
5 Clothing and household
goods ....... 		     
6 Cars and other vehicles ..        
7 Boats and planes ....        
8 Intellectual property ...        
9 Securities—Publicly traded . X 9 42,673 Market value
10 Securities—Closely held stock .        
11 Securities—Partnership, LLC,
or trust interests .... 		       
12 Securities—Miscellaneous ..        
13 Qualified conservation
contribution—Historic
structures ..... 		       
14 Qualified conservation
contribution—Other ... 		       
15 Real estate—Residential .        
16 Real estate—Commercial ..        
17 Real estate—Other ...        
18 Collectibles .....        
19 Food inventory ...        
20 Drugs and medical supplies .        
21 Taxidermy ......        
22 Historical artifacts ....        
23 Scientific specimens ..        
24 Archeological artifacts ...        
25 Other Right pointing arrow large image ( )
26 Other Right pointing arrow large image( )
27 Other Right pointing arrow large image( )
28 Other Right pointing arrow large image ( )
29
Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement ...
29
0
Yes
No
30a
During the year, did the organization receive by contribution any property reported in Part I, lines 1 through 28, that
it must hold for at least three years from the date of the initial contribution, and which is not required to be used
for exempt purposes for the entire holding period? ..................
30a
 
No
b
If "Yes," describe the arrangement in Part II.
31
Does the organization have a gift acceptance policy that requires the review of any non-standard contributions?
31
Yes
 
32a
Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash
contributions? ..........................
32a
 
No
b
If "Yes," describe in Part II.
33
If the organization did not report an amount in column (c) for a type of property for which column (a) is checked,
describe in Part II.
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 51227J
Schedule M (Form 990) (2014)
Schedule M (Form 990) (2014)
Page 2
Part II
Supplemental Information. Provide the information required by Part I, lines 30b,
32b, and 33, and whether the organization is reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.
Return Reference Explanation
Schedule M (Form 990) (2014)
Additional Data


Software ID: 14000329
Software Version: 2014v1.0
SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Information about Schedule O (Form 990 or 990-EZ) and its instructions is at
www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public
Inspection
Name of the organization
United Way of the Greater Triangle
 
Employer identification number

56-1949103
Return Reference Explanation
CoreFormPartIII_PartIIILine4d Description of other program services (Expenses $ 6,618,431 including grants of $ 5,325,007) COMMUNITY IMPACT ACHIEVED THROUGH COMMUNITY IMPACT INVESTMENTS IN THE AREAS OF HEALTH, EDUCATION, AND FINANCIAL STABILITY Ready for Life # youth participating in character building programs will demonstrate leadership, personal responsibility and conflict resolution and life skills. 8,326 #youth provided services will avoid bullying, violence, court involvement or disciplinary actions. 916 # parents will improve interactions with their children. 1,301 # youth will understand the consequences of high risk behavior. 3,062 # adults with intellectual and developmental disabilities will receive support; and # will achieve their vocational goals. 298 # adults seeking help to improve their literacy will increase their English proficiency and reading skills. 600 Ready for School Through training and support, # early childhood education professionals will improve their teaching practices in the classroom for the educational benefit. 2,428 # of children screened will be ready for kindergarten. 904 # families will receive child care services information and referrals. 2,059 % of the children receiving child care scholarships will be enrolled in high quality care programs (4-5 stars). 2,059 Success in School # youth participating in academic support programs will improve their school attendance and study habits 1,651 # students will improve their grades 1,334 # who perform at grade level 183 # who advance to next grade 1,688 # students will improve on standardized test scores. 325 Basic Needs # pounds of food distributed 36,749,803 # meals will be served to the hungry and malnourished. 18,235,427 #articles of clothing will be distributed to those in need and to those who have been displaced. 24,088 Services for seniors and people with disabilities will allow # to continue to live independently. 17,524 Access to Care # under-insured people will receive medical supplies or prescriptions to deal with their health issues. 11,808 Mental health care will be provided to # under-insured individuals to improve their well-being. 4,818 # people who receive substance abuse treatment will reduce their dependencies 6,948 # people will receive primary health care. 5,567 # people receiving care will avoid inappropriate hospitalization or re-hospitalization 6,667 # people with chronic health conditions that will improve their health status 14,836 Crisis Prevention & Response # adults and children seeking help for neglect, abuse and violence will improve their skills and get the support they need to stay safe. 9,748 # families of Armed Services members will be assisted with their personal crises. 396 # units of blood will be collected to help save lives. 57,778 # people that receive disaster assistance 1,053 # volunteers are prepared to serve their community 2,276 # people who have committed violence will be supported so that 90% avoid re-arrest within 12 months 445 Financial Management # of individuals will receiving financial education services will demonstrate new skills to help them improve their financial situation 2,626 Affordable Housing # households that are at risk of losing their homes will receive prevention assistance (Wake Only) 740 # of the above will maintain their housing for six months (Wake Only) 740 # homeless households will move into permanent housing 923 and # will maintain it for 12 months 324 Sustaining Employment # increase employment related income through programs and job supports 1,252 # will become employed 1,087 # who enter a job training program will complete it 417 # will successfully apply for benefits 2,160
CoreFormPartIII_PartIIILine4d Description of other program services (Expenses $ 4,956,984 including grants of $ 4,956,984)(Revenue $ 0) Community Campaign
Form 990, Part VI, Line 3 DELEGATION OF AUTHORITY THE EXECUTIVE COMMITTEE SHALL HAVE AND MAY EXERCISE THE AUTHORITY OF THE BOARD IN THE MANAGEMENT OF THE BUSINESS AND AFFAIRS OF THE CORPORATION DURING INTERVALS BETWEEN BOARD MEETINGS.
Form 990, Part VI, Line 1a Delegate broad authority to a committee The Executive Committee shall consist of the Officers and Chairs of the Standing Committees.Chief Executive Officer. The Immediate Past Chair may serve as a voting member and the Chief Executive Officer shall serve as ex-officio, non-voting member of the Executive Committee. The board will strive to ensure representation from each county on the Executive Committee. The Executive Committee shall select Officer nominees for the consideration and election of the Board. The Executive Committee shall have and may exercise the authority of the Board in the management of the business and affairs of the Corporation during intervals between meetings. The Executive Committee shall keep minutes of its proceedings and shall report to the Board on action taken.
Form 990, Part VI, Line 11b Review of form 990 by governing body A DETAILED REVIEW WAS COMPLETED BY THE VICE PRESIDENT OF FINANCE AND FINANCE STAFF PRIOR TO FILING THE RETURN. THE BOARD OF DIRECTORS WAS PROVIDED WITH A COPY OF THE RETURN PRIOR TO FILING, HOWEVER DUE TO TIMING, THE FORMAL REVIEW PRESENTATION OF THE RETURN TO THE BOARD OF DIRECTORS WILL OCCUR AFTER THE RETURN IS FILED.
Form 990, Part VI, Line 12c Conflict of interest policy THE CONFLICT OF INTEREST POLICY IS HANDED OUT TO THE BOARD OF DIRECTORS AND ALL EMPLOYEES ANNUALLY. ALL PERSONS ARE REQUIRED TO SIGN A STATEMENT STATING THAT THEY HAVE READ AND COMPLIED WITH THE POLICY. POTENTIAL CONFLICTS ARE IDENTIFIED AND DOCUMENTED. ANY CONFLICTED PERSONS ARE RECUSED FROM DISCUSSIONS AND VOTING.
Form 990, Part VI, Line 15a Process to establish compensation of top management official OUR EXECUTIVE COMMITTEE IS RESPONSIBLE FOR SETTING THE COMPENSATION OF THE PRESIDENT. THE PRESIDENT IS RESPONSIBLE FOR SETTING COMPENSATION FOR ALL OTHER OFFICERS AND EMPLOYEES BASED ON THE BUDGET APPROVED BY THE BOARD. WE USE COMPARATIVE DATA FROM UNITED WAY WORLDWIDE AND COMPARATIVE DATA FROM OTHER NON-PROFITS IN OUR REGION.
Form 990, Part VI, Line 19 Required documents available to the public FINANCIAL STATEMENTS CAN BE FOUND ON OUR WEBSITE. OTHER POLICIES AND DOCUMENTS ARE AVAILABLE UPON REQUEST.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2014

Additional Data


Software ID: 14000329
Software Version: 2014v1.0