Attach to Form 990 or Form 990-EZ.
Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
| (i)Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 9 above (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
| Total | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2011 | (b) 2012 | (c) 2013 | (d) 2014 | (e) 2015 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any unusual grants.) .... | 1,449,898 | 1,136,730 | 1,455,528 | 1,205,524 | 1,274,392 | 6,522,072 |
| 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 | 1,449,898 | 1,136,730 | 1,455,528 | 1,205,524 | 1,274,392 | 6,522,072 |
| 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).. | ||||||
| 6 | Public support. Subtract line 5 from line 4. | 6,522,072 | |||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2011 | (b) 2012 | (c) 2013 | (d) 2014 | (e) 2015 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 1,449,898 | 1,136,730 | 1,455,528 | 1,205,524 | 1,274,392 | 6,522,072 |
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | 18,737 | 22,127 | 18,671 | 16,729 | 17,482 | 93,746 |
| 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.).. | 37,068 | 34,125 | 26,320 | 27,406 | 30,679 | 155,598 |
| 11 | Total support. Add lines 7 through 10. | 6,771,416 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2011 | (b) 2012 | (c) 2013 | (d) 2014 | (e) 2015 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | ||||||
| 2 | Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose...... | ||||||
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513... | ||||||
| 4 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf... | ||||||
| 5 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 6 | Total. Add lines 1 through 5. | ||||||
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons... | ||||||
| b | Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year. | ||||||
| c | Add lines 7a and 7b.. | ||||||
| 8 | Public support. (Subtract line 7c from line 6.) | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2011 | (b) 2012 | (c) 2013 | (d) 2014 | (e) 2015 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | ||||||
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | ||||||
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | ||||||
| 11 | Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on. | ||||||
| 12 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | ||||||
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
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| 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 | ||||
| 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 2015 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-2015 |
(iii) Distributable Amount for 2015 |
|
|---|---|---|---|---|
|
1
Distributable amount for 2015 from Section C, line 6 |
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|
2
Underdistributions, if any, for years prior to 2015 (reasonable cause required--see instructions) |
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| 3 Excess distributions carryover, if any, to 2015: | ||||
| a | ||||
| b | ||||
| c | ||||
| d From 2013....... | ||||
| e From 2014....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2015 distributable amount | ||||
|
i
Carryover from 2010 not applied (see instructions) |
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| j Remainder. Subtract lines 3g, 3h, and 3i from 3f. | ||||
| 4Distributions for 2015 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2015 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from 4. | ||||
|
5
Remaining underdistributions for years prior to 2015, if any. Subtract lines 3g and 4a from line 2 (if amount greater than zero, see instructions) |
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|
6
Remaining underdistributions for 2015. Subtract lines 3h and 4b from line 1 (if amount greater than zero, see instructions) |
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|
7 Excess distributions carryover to 2016. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a | ||||
| b | ||||
| c Excess from 2013....... | ||||
| d From 2014....... | ||||
| e From 2015....... | ||||
| Facts And Circumstances Test |
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| Return Reference | Explanation |
|---|---|
| PART II, LINE 10 | SERVICES REVENUE 62,917 OTHER REVENUE 92,681 |
| Software ID: | |
| Software Version: |
Attach to Form 990 or 990-EZ.
Information about Schedule O (Form 990 or 990-EZ) and its instructions is at| Return Reference | Explanation |
|---|---|
| FORM 990 - ORGANIZATION'S MISSION | THE MISSION OF UNITED WAY OF ALAMANCE COUNTY IS TO MOBILIZE THE CARING POWER OF OUR COMMUNITY TO ADVANCE THE COMMON GOOD. TO DO THIS, WE WILL LEAD COLLECTIVE ACTION AROUND BOLD GOALS IN EDUCATION, FINANCIAL STABILITY, AND HEALTH. MORE SPECIFICALLY, WE WILL LIVE UNITED BY CONVENING PARTNERS AROUND SHARED COMMUNITY GOALS; ALIGNING COMMUNITY GIVING, ADVOCATING, VOLUNTEERING TO ACHIEVE THE GOALS; AND SUPPORTING STRATEGIC WORK THAT ADVANCES THE GOALS. EACH YEAR, UNITED WAY OF ALAMANCE COUNTY RAISES FUNDS THROUGH SPONSORSHIPS, CORPORATE GIFTS, INDIVIDUAL GIFTS AND WORKPLACE CAMPAIGNS IN ORDER TO FUND PRIORITY NEEDS IDENTIFIED IN THE COMMUNITY ASSESSMENT. GOALS AND STRATEGIES FOR CONTINUOUS IMPROVEMENT ARE FOCUSED AROUND THREE PRIORITY AREAS (HEALTH, EDUCATION, AND INCOME/FINANCIAL STABILITY) AND OTHER PROGRAMMING. THESE PROGRAMS AND AGENCIES IMPACT 55,683 LIVES OR 1 IN 3 RESIDENTS IN ALAMANCE COUNTY. UNITED WAY OF ALAMANCE COUNTY IS THE LEADING CONVENER OF NONPROFITS, DONORS, BUSINESSES AND STAKEHOLDERS ADDRESSING COMMUNITY ISSUES. WE HAVE THE GREATEST CAPACITY TO LEVERAGE GIVING AND OTHER RESOURCES TO IMPROVE OUTCOMES FOR OUR CITIZENS IN ALAMANCE COUNTY. OUR UNIQUE ABILITY TO WORK ACROSS COMPLEX ISSUES WITH HUNDREDS OF COMMUNITY PARTNERS IS UNMATCHED. WE MONITOR TRENDS, IDENTIFY GAPS AND COORDINATE BROAD RESPONSES TO ENSURE THAT FINANCIAL CONTRIBUTIONS MAXIMIZE RESULTS. GOALS AND STRATEGIES FOR OUTCOMES THAT MOVE THE NEEDLE IN AREAS OF IMPORTANCE AS IDENTIFIED IN THE ALAMANCE COUNTY COMMUNITY ASSESSMENT ARE THE FOCUS OF OUR WORK. WE USE A CONTINUOUS IMPROVEMENT MODEL TO CREATE POSITIVE CHANGES AND OPPORTUNITIES FOR ALL IN ALAMANCE COUNTY. WE ALL WIN WHEN A CHILD SUCCEEDS IN SCHOOL, WHEN FAMILIES ARE FINANCIALLY STABLE AND WHEN PEOPLE ARE IN GOOD HEALTH. INVESTMENTS AND DONATIONS ARE MULTIPLIED WHEN COMBINED WITH OTHERS IN ORDER TO FOSTER COLLECTIVE SUCCESS. UNITED WAY OF ALAMANCE COUNTY WORKS TO ADDRESS THE FOLLOWING GOALS: IMPROVE THE HEALTH OF CHILDREN, ADULTS & SENIORS BY FOCUSING ON PREVENTION, EDUCATION, AND ACCESS TO HEALTH RELATED PROGRAMS. HELP INDIVIDUALS AND FAMILIES MEET BASIC NEEDS AND ACHIEVE FINANCIAL INDEPENDENCE. PREPARE CHILDREN TO ENTER KINDERGARTEN READY TO LEARN AND INCREASE THE NUMBER OF STUDENTS WHO ARE CAREER & COLLEGE READY. |
| FORM 990 | FORM 990, PART IV, LINE 28A AND 28C: SCHEDULE L IS NOT REQUIRED BECAUSE BUSINESS TRANSACTIONS WITH INTERESTED PERSONS ARE BELOW THE THRESHOLD OF 100,000 OR THE GREATER OF 10,000 OR 1% OF THE ORGANIZATION'S TOTAL REVENUE FOR THE YEAR. |
| FORM 990, PAGE 2, PART III, LINE 4B | RESOURCES |
| FORM 990, PAGE 2, PART III, LINE 4C | DRIVE SUCH AS FOOD OR SUPPLIES WAS ESTABLISHED. COMMUNITY MEMBERS AND BUSINESSES SEARCH FOR OPPORTUNITIES AND RESPOND TO THE NEEDS/EVENTS AS INTERESTED. THE WEBSITE WILL CONNECT VOLUNTEERS WITH OPPORTUNITIES AND TRACK INDIVIDUAL VOLUNTEER HOURS AND IMPACT VALUE ON A USER-FRIENDLY DASHBOARD. MORE THAN 200 PEOPLE AND 49 AGENCIES ARE USING THE SYSTEM. VOLUNTARY INCOME TAX ASSISTANCE (VITA) 273 TAX RETURNS WERE FILED LAST YEAR FOR LOW-INCOME AND DISABLED RESIDENTS, WHICH BROUGHT BACK 253,661 DOLLARS (73,571 EITC, 176,272 FEDERAL, AND 3,818 STATE) INTO THE COMMUNITY. IRS TRAINED VOLUNTEERS ASSIST A WIDE RANGE OF LOW INCOME, DISABLED OR VETERAN COMMUNITY MEMBERS WHO MAY BE CHALLENGED IN FILING THEIR TAX RETURNS. 2-1-1, A DATABASE OF RESOURCES FOR PEOPLE IN NEED THAT IS PART OF A STATE- WIDE SYSTEM PROVIDING INFORMATION AND REFERRAL. LAST YEAR, 1,984 CALLS WERE RECEIVED FOR ASSISTANCE WITH HOUSING, SHELTER, RENT ASSISTANCE, UTILITY PAYMENTS, FOOD, EDUCATION, AND CHILDCARE IN ALAMANCE COUNTY. NEW THIS YEAR, 2-1-1 IS THE RESOURCE FOR NON-EMERGENCY INFORMATION FROM THE EMERGENCY OPERATION CENTERS IN EACH COUNTY ACROSS THE STATE WHEN DISASTER, SUCH AS HURRICANE MATTHEW, OCCURS, FREEING UP 9-1-1 CALLS FOR TRUE EMERGENCIES. WE ARE PROUD TO MANAGE 2-1-1 FOR ALAMANCE COUNTY. |
| FORM 990, PART VI | FORM 990, PART VI, SECTION A, LINE 2: THE FOLLOWING FAMILY AND/OR BUSINESS RELATIONSHIPS EXIST FOR OFFICERS OR DIRECTORS: JERRY BAILY HAS A BUSINESS RELATIONSHIP WITH UNITED WAY OF ALAMANCE COUNTY AND SERVES ON THE BOARD OF A FUNDED AGENCY. JEFF BRIGHT IS EMPLOYED AT ONE OF THE FUNDED AGENCIES. TAMMY COBB IS ON THE BOARD OF FUNDED AGENCIES AND IS EMPLOYED AT ONE OF THE FUNDED AGENCIES. JENNY FAULKNER IS ON THE BOARD OF FUNDED AGENCIES. PAM FOX IS ON THE BOARD OF A FUNDED AGENCY AND HAS A BUSINESS RELATIONSHIP WITH UNITED WAY OF ALAMANCE COUNTY. BILL GOMORY HAS A BANKING RELATIONSHIP WITH THE UNITED WAY OF ALAMANCE COUNTY AND MAY HAVE BANKING RELATIONSHIPS WITH OTHER BOARD MEMBERS. MARCY GREEN IS ON THE BOARD OF A FUNDED AGENCY. JACK LINDLEY IS ON THE BOARD OF A FUNDED AGENCY. BECKY LOY IS ON THE BOARD OF FUNDED AGENCIES. TERESA MANSFIELD IS ON THE BOARD OF FUNDED AGENCIES AND HAS A BUSINESS REALTIONSHIP WITH UNITED WAY OF ALAMANCE COUNTY. GRIFFIN MCCLURE IS ON THE BOARD OF A FUNDED AGENCY. LYN MOSER IS A BOARD MEMBER OF A FUNDED AGENCY AND SHE AND HER HUSBAND HAVE A BUSINESS REALTIONSHIP WITH THE UNITED WAY OF ALAMANCE COUNTY. REBECCA PARKS IS A BOARD MEMBER OF A FUNDED AGENCY. NIKKI RATLIFF IS A BOARD MEMBER OF A FUNDED AGENCY AND IS EMPLOYED BY A FUNDED AGENCY. NOAH SANDERS IS ON THE BOARD OF A FUNDED AGENCY. RENEE WARD HAS A BUSINESS RELATIONSHIP WITH THE UNITED WAY OF ALAMANCE COUNTY, IS A BOARD MEMBER OF A FUNDED AGENCY AND IS RELATED TO A BOARD MEMBER OF UNITED WAY OF ALAMANCE COUNTY. RICHARD WHITE'S SPOUSE IS ON THE BOARD OF A FUNDED AGENCY. TAYLOR WILSON IS ON THE BOARD OF A FUNDED AGENCY. CYNTHIA WINTERS HAS A BUSINESS RELATIONSHIP WITH THE UNITED WA OF ALAMANCE COUNTY. |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE AUDIT COMMITTEE REVIEWS THE 990 WITH THE TAX PREPARER BEFORE IT IS FILED. THE AUDIT COMMITTEE ALSO REVIEWS THE FORM 990 WITH THE BOARD OF DIRECTORS PRIOR TO FILING. |
| FORM 990, PAGE 6, PART VI, LINE 12C | BOARD MEMBERS ARE ASKED TO COMPLETE A CONFLICT OF INTEREST POLICY AND LIST AFFILIATIONS AND ASSOCIATIONS ANNUALLY. |
| FORM 990, PAGE 6, PART VI, LINE 15A | A PRESIDENT'S REVIEW IS PERFORMED ANNUALLY. |
| FORM 990, PAGE 6, PART VI, LINE 19 | FINANCIAL INFORMATION IS AVAILABLE FOR PUBLIC INSPECTION BOTH ON THE INTERNET AND UPON REQUEST. |
| FORM 990, PART XI, LINE 9 | DONOR DESIGNATED PORTION OF INCOME -276,722 DONOR DESIGNATED PORTION OF EXPENDITURES 368,909 TOTAL 92,187 |
| FORM 990, PAGE 12, PART XII, LINE 2C | THE ORGANIZATION HAS AN AUDIT COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT, REVIEW, AND PRESENTATION OF THE AUDITED FINANCIAL STATEMENTS TO THE FULL BOARD. THE RESPONSIBILITIES OF THE AUDIT COMMITTEE ARE SIMILAR TO THE PRIOR PERIOD. |
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