TY 2019 Form 990

(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)	(E) Reportable compensation from related organizations (W-2/1099-MISC)
(1) DENISE LONG...................................................................... EXECUTIVE DI	40.00 .................		X	85,654	20,266
(2) PLATZ BARBARA...................................................................... STRATEGIC PL	2.00 .................	X		0	0
(3) STATON BOB...................................................................... BOARD MEMBER	1.00 .................	X		0	0
(4) HUMPHRIES ERNEST...................................................................... BOARD MEMBER	1.00 .................	X		0	0
(5) MARMOLEJO HECTOR...................................................................... BOARD MEMBER	1.00 .................	X		0	0
(6) WITTE JAN...................................................................... BOARD MEMBER	1.00 .................	X		0	0
(7) BRYANT JOHN...................................................................... PAST CHAIR	2.00 .................	X	X	0	0
(8) REED JOHNNA...................................................................... BOARD MEMBER	1.00 .................	X		0	0
(9) BIDDIX JOYCE...................................................................... BOARD MEMBER	1.00 .................	X		0	0
(10) HANSEN JUDY...................................................................... BOARD MEMBER	1.00 .................	X		0	0
(11) FORD KELLY...................................................................... SECRETARY &	2.00 .................	X	X	0	0
(12) FREEMAN KRISTEN...................................................................... BOARD MEMBER	1.00 .................	X		0	0
(13) HOLLOWAY LEW...................................................................... VICE CHAIR	2.00 .................	X	X	0	0
(14) RICHMOND LISA...................................................................... BOARD MEMBER	1.00 .................	X		0	0
(15) WILLEY MICHAEL...................................................................... BOARD MEMBER	1.00 .................	X		0	0
(16) BAKER PATTI...................................................................... TREASURER	2.00 .................	X	X	0	0
(17) GAITHER REGGIE...................................................................... BOARD MEMBER	1.00 .................	X		0	0

- TIN:

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

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2019

Open to Public
Inspection

Name of the organization

HENDERSON COUNTY UNITED WAY INC

Employer identification number

56-0890133

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 12, check only one box.)

A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i).

A school described in section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990 or 990-EZ).)

A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).

A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state:

An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170(b)(1)(A)(iv). (Complete Part II.)

A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).

An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.)

A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)

An agricultural research organization described in 170(b)(1)(A)(ix) operated in conjunction with a land-grant college or university or a non-land grant college of agriculture. See instructions. Enter the name, city, and state of the college or university:

An organization that normally receives: (1) more than 331/3% of its support from contributions, membership fees, and gross 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.)

An organization organized and operated exclusively to test for public safety. See section 509(a)(4).

An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box in lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g.

Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B.

Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C.

Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E.

Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V.

Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organization.

Enter the number of supported organizations ...............................

Provide the following information about the supported organization(s).

(i) Name of supported organization	(ii) EIN	(iv) Is the organization listed in your governing document?		(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)
(i) Name of supported organization	(ii) EIN	Yes	No	(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)


Total

For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.

Cat. No. 11285F

Schedule A (Form 990 or 990-EZ) 2019

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 failed to qualify under the tests listed below, please complete Part III.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2015	(b) 2016	(c) 2017	(d) 2018	(e) 2019	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..	1,746,245	2,405,268	1,546,823	1,489,410	1,985,069	9,172,815
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	1,746,245	2,405,268	1,546,823	1,489,410	1,985,069	9,172,815
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)..						599,508
6	Public support. Subtract line 5 from line 4.						8,573,307

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2015	(b) 2016	(c) 2017	(d) 2018	(e) 2019	(f) Total
7	Amounts from line 4..	1,746,245	2,405,268	1,546,823	1,489,410	1,985,069	9,172,815
8	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...	28,704	32,344	31,670	32,548	32,880	158,146
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.)..		7,811		3,000		10,811
11	Total support. Add lines 7 through 10						9,341,772

Gross receipts from related activities, etc. (see instructions) ..................

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

Public support percentage for 2019 (line 6, column (f) divided by line 11, column (f)) .........

91.770 %

Public support percentage for 2018 Schedule A, Part II, line 14 ...............

90.720 %

16a

33 1/3% support test—2019. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization ....................... right arrow

33 1/3% support test—2018. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow

17a

10%-facts-and-circumstances test—2019. If the organization did not check a box on line 13, 16a, or 16b, and line 14
is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain
in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported
organization ..................................................... right arrow

10%-facts-and-circumstances test—2018. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line
15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here.
Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly
supported organization ................................................ right arrow

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) 2019

Page 3

Part III

Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 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)		(a) 2015	(b) 2016	(c) 2017	(d) 2018	(e) 2019	(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)		(a) 2015	(b) 2016	(c) 2017	(d) 2018	(e) 2019	(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.)..

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

Public support percentage for 2019 (line 8, column (f) divided by line 13, column (f)) .........

Public support percentage from 2018 Schedule A, Part III, line 15 ...............

Section D. Computation of Investment Income Percentage

Investment income percentage for 2019 (line 10c, column (f) divided by line 13, column (f)) ......

Investment income percentage from 2018 Schedule A, Part III, line 17 .............

19a

331/3% support tests—2019. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow

33 1/3% support tests—2018. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization .... right arrow

Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .... right arrow

Schedule A (Form 990 or 990-EZ) 2019

Page 4

Part IV

Supporting Organizations

(Complete only if you checked a box on line 12 of Part I. If you checked 12a of Part I, complete Sections A and B. If you checked 12b of Part I, complete Sections A and C. If you checked 12c of Part I, complete Sections A, D, and E. If you checked 12d of Part I, complete Sections A and D, and complete Part V.)

Section A. All Supporting Organizations

Yes

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.

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).

Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer (b) and (c) below.

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.

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.

Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked 12a or 12b in Part I, answer (b) and (c) below.

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.

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.

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).

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?

Substitutions only. Was the substitution the result of an event beyond the organization's control?

Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) 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.

Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ) .

Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ).

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.

Did one or more disqualified persons (as defined in line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.

Did a disqualified person (as defined in line 9a) 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.

10a

Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.

10a

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

Schedule A (Form 990 or 990-EZ) 2019

Page 5

Part IV

Supporting Organizations (continued)

Yes

Has the organization accepted a gift or contribution from any of the following persons?

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

A family member of a person described in (a) above?

11b

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

Section B. Type I Supporting Organizations

Yes

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.

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.

Section C. Type II Supporting Organizations

Yes

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).

Section D. All Type III Supporting Organizations

Yes

Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?

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).

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.

Section E. Type III Functionally-Integrated Supporting Organizations

Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):

The organization satisfied the Activities Test. Complete line 2 below.

The organization is the parent of each of its supported organizations. Complete line 3 below.

The organization supported a governmental entity. Describe in Part VI how you supported a government entity (see instructions)

Activities Test. Answer (a) and (b) below.

Yes

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.

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.

Parent of Supported Organizations. Answer (a) and (b) below.

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.

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.

Schedule A (Form 990 or 990-EZ) 2019

Page 6

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations

Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970 (explain in Part VI). 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

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) 2019

Page 7

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations(continued)

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 2019 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-2019	(iii) Distributable Amount for 2019
1 Distributable amount for 2019 from Section C, line 6
2 Underdistributions, if any, for years prior to 2019 (reasonable cause required-- explain in Part VI). See instructions.
3 Excess distributions carryover, if any, to 2019:
a From 2014.......
b From 2015.......
c From 2016.......
d From 2017.......
e From 2018.......
fTotal of lines 3a through e
g Applied to underdistributions of prior years
h Applied to 2019 distributable amount
i Carryover from 2014 not applied (see instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from 3f.
4Distributions for 2019 from Section D, line 7:
$
a Applied to underdistributions of prior years
b Applied to 2019 distributable amount
c Remainder. Subtract lines 4a and 4b from 4.
5 Remaining underdistributions for years prior to 2019, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions.
6 Remaining underdistributions for 2019. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions.
7 Excess distributions carryover to 2020. Add lines 3j and 4c.
8 Breakdown of line 7:
a Excess from 2015.....
b Excess from 2016.....
c Excess from 2017.....
d Excess from 2018.....
e Excess from 2019.....

Schedule A (Form 990 or 990-EZ) (2019)

Schedule A (Form 990 or 990-EZ) 2019

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
PART II, LINE 10	OTHER INCOME 10,811

Schedule A (Form 990 or 990-EZ) 2019

Additional Data

Software ID:
Software Version:

- TIN:

Schedule B
(Form 990, 990-EZ,
or 990-PF)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2019

Name of the organization

HENDERSON COUNTY UNITED WAY INC

Employer identification number

56-0890133

Organization type (check one):

Filers of:

Section:

Form 990 or 990-EZ

501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation

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

For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.

Special Rules

For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33¹/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Arrow Bullet

Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't 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 doesn't 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) (2019)

Schedule B (Form 990, 990-EZ, or 990-PF) (2019) Page 2

Name of organization HENDERSON COUNTY UNITED WAY INC

Part I Contributors	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	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)

Schedule B (Form 990, 990-EZ, or 990-PF) (2019)

Page 3

Name of organization HENDERSON COUNTY UNITED WAY INC		Employer identification number 56-0890133

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) (2019)

Schedule B (Form 990, 990-EZ, or 990-PF) (2019)

Page 4


Name of organization HENDERSON COUNTY UNITED WAY INC			Employer identification number 56-0890133
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.) $ Use duplicate copies of Part III if additional space is needed.

(a)
No. from Part I

(b) Purpose 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

(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

(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

(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) (2019)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

Complete if the organization answered "Yes," on 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.
SchDMd Bullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2019

Open to Public Inspection

Name of the organization

HENDERSON COUNTY UNITED WAY INC

Employer identification number

56-0890133

Part I

Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on 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 ........

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? ............

Yes No

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? ...................................

Yes No

Part II

Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.

Purpose(s) of conservation easements held by the organization (check all that apply).

Preservation of land for public use (e.g., recreation or education) Preservation of an historically important land area

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

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.


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 7/25/06, and not on a historic structure listed in the National Register ...	2d

Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year SchDMd Bullet

Number of states where property subject to conservation easement is located SchDMd Bullet

Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............

Yes No

Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet

Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet

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)? .............................

Yes No

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" on Form 990, Part IV, line 8.

If the organization elected, as permitted under FASB 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.

If the organization elected, as permitted under FASB 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 on Form 990, Part VIII, line 1 ......................... SchDMd Bullet

(ii)

Assets included in Form 990, Part X ............................... SchDMd Bullet

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 FASB ASC 958 relating to these items:

Revenue included on Form 990, Part VIII, line 1 .......................... SchDMd Bullet

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) 2019

Page 2

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)

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):

Public exhibition

Loan or exchange programs

Scholarly research

Other

Preservation for future generations

Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.

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?...

Yes No

Part IV

Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.

Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................

Yes No


b	If "Yes," explain the arrangement in Part XIII and complete the following table:		Amount
c	Beginning balance .............................	1c
d	Additions during the year ............................	1d
e	Distributions during the year ..........................	1e
f	Ending balance ................................	1f

Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...

Yes No

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" on Form 990, Part IV, line 10.

		(a) Current year	(b) Prior year	(c) Two years back	(d) Three years back	(e) Four years back

1a	Beginning of year balance ....
b	Contributions ...
c	Net investment earnings, gains, and losses
d	Grants or scholarships ...
e	Other expenditures for facilities and programs ...
f	Administrative expenses ....
g	End of year balance ......

Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:

Board designated or quasi-endowment SchDMd Bullet

Permanent endowment SchDMd Bullet

Term endowment SchDMd Bullet

The percentages on lines 2a, 2b, and 2c should equal 100%.

Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes

(i) Unrelated organizations .................

3a(i)

(ii) Related organizations .................

3a(ii)

If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........

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" on 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 ....	284,862	186,296	98,566
c	Leasehold improvements
d	Equipment ....	118,625	101,850	16,775
e	Other .....
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..				115,341

Schedule D (Form 990) 2019

Page 3

Part VII

InvestmentsOther Securities.
Complete if the organization answered "Yes" on 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........
(3)Other
(B)
(C)
(D)
(E)
(F)
(G)
(H)
(I)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)

Part VIII

InvestmentsProgram Related. Complete if the organization answered 'Yes' on 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

(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)

Part IX

Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.

(a) Description				(b) Book value
(1)ASSETS HELD BY OTHERS				425,799
(2)LIFE INSURANCE CASH SURRENDER VALUE				52,753
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........				478,552

Part X

Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.

1.(a) Description of liability	(b) Book value
(1) Federal income taxes

(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)
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) 2019

Page 4

Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total revenue, gains, and other support per audited financial statements .......			1	1,869,347
2	Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a	Net unrealized gains (losses) on investments ....	2a	-27,606
b	Donated services and use of facilities .........	2b	232,693
c	Recoveries of prior year grants ...........	2c
d	Other (Describe in Part XIII.) ............	2d
e	Add lines 2a through 2d .....................			2e	205,087
3	Subtract line 2e from line 1..................			3	1,664,260
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	365,331
c	Add lines 4a and 4b....................			4c	365,331
5	Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ......			5	2,029,591

Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total expenses and losses per audited financial statements ...........			1	1,828,671
2	Amounts included on line 1 but not on Form 990, Part IX, line 25:
a	Donated services and use of facilities .........	2a	292,362
b	Prior year adjustments ............	2b
c	Other losses ................	2c
d	Other (Describe in Part XIII.) ............	2d
e	Add lines 2a through 2d....................			2e	292,362
3	Subtract line 2e from line 1...................			3	1,536,309
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	365,331
c	Add lines 4a and 4b.....................			4c	365,331
5	Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ......			5	1,901,640

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, PAGE 3, PART X	FASB ASC 740, "ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES" CLARIFIED THE ACCOUNTING FOR THE RECOGNITION AND MEASUREMENT OF UNCERTAINTIES IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND PRESCRIBES A THRESHOLD OF MORE LIKELY-THAN-NOT FOR RECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE UNITED WAY'S POLICY IS TO EVALUATE THE LIKELIHOOD THAT ITS UNCERTAIN TAX POSITIONS WILL PREVAIL UPON EXAMINATION BASED ON THE EXTENT TO WHICH THOSE POSITIONS HAVE SUBSTANTIAL SUPPORT WITHIN THE INTERNAL REVENUE CODE AND REGULATIONS, REVENUE RULINGS, COURT DECISIONS AND OTHER EVIDENCE.
SCHEDULE D, PAGE 4, PART XI, LINE 4B	DESIGNATED DONATIONS 365,331
SCHEDULE D, PAGE 4, PART XII, LINE 4B	DESIGNATED DONATIONS 365,331

Schedule D (Form 990) 2019

Additional Data

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Software Version:

- TIN:

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

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," on Form 990, Part IV, line 21 or 22.
lBullet

Attach to Form 990.
lBullet

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2019

Open to Public
Inspection

Name of the organization
HENDERSON COUNTY UNITED WAY INC

Employer identification number
56-0890133

Part I

General Information on Grants and Assistance

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? ........................

Yes No

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" on 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	(h) Purpose of grant or assistance
(1) 2-1-1 UWNC 211 PROGRAM 1130 KILDAIRE FARM ROAD CARY,NC27511	56-0564547	501C3	9,032	GENERAL SUPPORT
(2) ADVENT HEATH FOUNDATION 100 HOSPITAL DRIVE DEPT 867 HENDERSONVILLE,NC28792	59-2219301	501C3	31,451	GENERAL SUPPORT
(3) BIG BROTHERS BIG SISTERS OF WNC 851 CASE STREET HENDERSONVILLE,NC28793	58-1505917	501C3	20,833	GENERAL SUPPORT
(4) BLUE RIDGE LITERACY COUNCIL PO BOX 1728 HENDERSONVILLE,NC28793	56-1691110	501C3	47,682	GENERAL SUPPORT
(5) BOYS & GIRLS CLUB OF HENDERSON CO 1304 ASHE STREET HENDERSONVILLE,NC28792	56-1803125	501C3	118,250	GENERAL SUPPORT
(6) CALVARY EPISCOPAL CHURCH FOOD PANTR 2840 HENDERSONVILLE ROAD FLETCHER,NC28732	61-1657546	501C3	9,052	GENERAL SUPPORT
(7) CHILDREN & FAMILY RESOURCE CENTER 851 CASE STREET HENDERSONVILLE,NC28792	56-2113878	501C3	81,154	GENERAL SUPPORT
(8) COUNCIL ON AGING - MEALS ON WHEELS 105 KING CREEK BOULEVARD HENDERSONVILLE,NC28792	56-0936674	501C3	30,092	GENERAL SUPPORT
(9) FOUR SEASONS CFL - ANGEL FUND FOR H 571 SOUTH ALLEN ROAD FLAT ROCK,NC28731	56-1252665	501C3	29,823	GENERAL SUPPORT
(10) HABITAT FOR HUMANITY 1111 KEITH STREET HENDERSONVILLE,NC28792	56-1642263	501C3	51,038	GENERAL SUPPORT
(11) HELPING HAND DEVELOPMENT CENTER 130 EAGLES REACH DRIVE FLAT ROCK,NC28731	51-0138781	501C3	25,417	GENERAL SUPPORT
(12) HENDERSON COUNTY EDUATION FOUNDATIO 414 FOURTH AVE W HENDERSONVILLE,NC28739	58-1734733	501C3	6,518	GENERAL SUPPORT
(13) MANNA FOOD BANK 627 SWANNANOA RIVER ROAD ASHEVILLE,NC28805	58-1514800	501C3	35,642	GENERAL SUPPORT
(14) MEDICAL LOAN CLOSET 1225 7TH AVENUE E HENDERSONVILLE,NC28792	26-2933780	501C3	5,538	GENERAL SUPPORT
(15) MOUNTAIN CARE 68 SWEETEN CREEK ROAD ASHEVILLE,NC28803	56-2005198	501C3	10,051	GENERAL SUPPORT
(16) ON TRACK - AFFORDABLE HOUSING SRVC 50 SOUTH FRENCH BOULEVARD ASHEVILLE,NC28801	56-1056077	501C3	10,771	GENERAL SUPPORT
(17) PISGAH LEGAL SERVICES 440 S CHURCH STREET HENDERSONVILLE,NC28792	56-1191115	501C3	71,500	GENERAL SUPPORT
(18) SAFELIGHT 133 FIFTH AVENUE WEST HENDERSONVILLE,NC28792	56-1469847	501C3	85,318	GENERAL SUPPORT
(19) SIXTH AVENUE PSYCHIATRIC REHAB THRIVE 714 6TH AVENUE W HENDERSONVILLE,NC28739	20-5599815	501C3	58,840	GENERAL SUPPORT
(20) SMART START OF HENDERSON COUNTY 722 5TH AVENUE W HENDERSONVILLE,NC28739	56-2092325	501C3	57,739	GENERAL SUPPORT
(21) THE FREE CLINICS 841 CASE STREET HENDERSONVILLE,NC28792	56-2212024	501C3	30,951	GENERAL SUPPORT
(22) THE STOREHOUSE 1049 SPARTANBURG HIGHWAY HENDERSONVILLE,NC28739	01-0787966	501C3	10,290	GENERAL SUPPORT
(23) EBLEN FOUNDATION 10 WESTGAGE PARKWAY ASHEVILLE,NC28806	56-1758077	501C3	9,537	GENERAL SUPPORT
(24) PARDEE HOSPITAL FOUNDATION 2029A ASHEVILLE HIGHWAY HENDERSONVILLE,NC28791	56-1930028	501C3	39,080	GENERAL SUPPORT
(25) UNITED WAY ASHEVILLE 50 S FRENCH BROAD AVENUE ASHEVILLE,NC28801	56-0576157	501C3	38,461	GENERAL SUPPORT
(26) UNITED WAY OF HAYWOOD COUNTY PO BOX 1139 WAYNESVILLE,NC28786	23-7112548	501C3	7,639	GENERAL SUPPORT
(27) UNITED WAY OF TRANSYLVANIA COUNTY PO BOX 53 BREVARD,NC28712	23-7145022	501C3	14,583	GENERAL SUPPORT
(28) SHRINERS HOSPITAL FOR CHILDREN 950 WEST FARIS ROAD GREENVILLE,SC29607	36-2193608	501C3	9,532	GENERAL SUPPORT
(29) VOCATIONAL SOLUTIONS OF HENDERSON C 2110 SPARTANBURG HIGHWAY EAST FLAT ROCK,NC28726	56-0897854	501C3	11,000	GENERAL SUPPORT

Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image

Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50055P

Schedule I (Form 990) 2019

Page 2

Part III

Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on 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 noncash assistance	(e) Method of valuation (book, FMV, appraisal, other)	(f) Description of noncash assistance

(1)
(2)
(3)
(4)
(5)
(6)
(7)

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, PAGE 1, PART I, LINE 2	UWHC MONITORS GRANTS AND ASSISTANCE PROVIDED VIA AN ALLOCATIONS PROCESS. A UWHC PANEL REVIEWS GRANT APPLICATIONS AND DETERMINES THE PROGRAMS TO BE FUNDED. ONCE APPROVED FOR ALLOCATIED FUNDING, THE PROGRAM REPORTS THROUGHOUT THE END OF THE PAYOUT YEAR AND A VALUATION OF THE PROGRAM, AND ITS OUTCOMES ARE REVIEWED BY THE ALLOCATION PANELS AT THE END OF THE CYCLE.

Schedule I (Form 990) 2019

Additional Data

Software ID:
Software Version:

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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

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2019

Open to Public
Inspection

Name of the organization

HENDERSON COUNTY UNITED WAY INC

Employer identification number

56-0890133

Return Reference	Explanation
FORM 990, PAGE 2, PART III, LINE 4A	UNITED WAY OF HENDERSON COUNTY (UWHC) ORGANIZES AND MOBILIZES COMMUNITY RESOURCES TO IMPROVE LIVES OF HENDERSON COUNTY RESIDENTS. UWHC'S COMMUNITY IMPACT IS MUCH MORE THAN THE FUNDS RAISED AND DISTRIBUTED TO LOCAL ORGANIZATIONS. THROUGH THE YEARS, WE HAVE BEEN A TRUSTED COMMUNITY LEADER, CONVENING CONVERSATIONS ON KEY ISSUES, LEVERAGING ADDITIONAL SUPPORT THROUGH VOLUNTEER, IN-KIND AND NON-CASH CONTRIBUTIONS, AND MOVING THE NEEDLE ON TARGETED ISSUES. WHEN ACCOUNTING FOR ALL FUNDS RAISED AND ADDITIONAL RESOURCES LEVERAGED, UWHC IS ABLE TO PRODUCE APPROXIMATELY ONE DOLLAR OF COMMUNITY IMPACT FOR EVERY DOLLAR DONATED. UNITED WAY RECEIVED TWO LARGE BEQUESTS WITH REVENUE RECORDED IN A PRIOR FISCAL YEAR. THE BOARD DETERMINED TO USE THESE BEQUESTS TOWARD EXPENSES FOR A 3 YEAR PERIOD. THEREFORE, IN 2019-20, 200,000 IN EXPENSES WAS PAID FROM PRIOR YEAR REVENUE. WHEN ACCOUNTING FOR THIS PRIOR YEAR INCOME, AS WELL AS SPONSORSHIPS THAT HELPED COVER SOME FUNDRAISING COSTS, THE OVERHEAD CALCULATION BASED ON CASH INCOME AND EXPENSE LISTED IN THE 990 IS APPROXIMATELY 7.9% FOR MANAGEMENT AND GENERAL EXPENSES AND 5.9% FOR FUNDRAISING EXPENSES FOR A COMBINED TOTAL OF 13.8%. UWHC'S WORK TO ASSIST THE COMMUNITY CONSISTS OF VARIOUS TYPES OF RESOURCES. THESE RESOURCES ARE MADE UP OF BOTH CASH AND NON-CASH CONTRIBUTIONS THAT ARE LEVERAGED TO HELP MEET THE NEEDS OF THE COMMUNITY. THE NUMBERS OUTLINED IN THE TAX RETURN DEAL PURELY WITH THE CASH PORTION. ADDING THE VALUE OF THIS ADDITIONAL COMMUNITY SUPPORT TO UWHC'S CASH INVESTMENT PUTS UNITED WAY'S TOTAL COMMUNITY IMPACT AT OVER 2.16 MILLION. THIS MEANS THAT EVERY DONOR DOLLAR CONTRIBUTED TO UWHC GENERATES APPROXIMATELY AN EQUAL AMOUNT OF POSITIVE IMPACT IN OUR COMMUNITY. IT INCLUDES ALLOCATIONS TO 39 COMMUNITY SERVICE PROGRAMS, DIRECT-PAY DESIGNATIONS FROM DONORS TO COMMUNITY AGENCIES, STRATEGIC INITIATIVES, VOLUNTEER INITIATIVES, UNITED WAY COMMUNITY IMPACT WORK AND SPONSORED PROGRAMS SUCH AS 2-1-1, WOMEN UNITED, RISING LEADERS, AND CHARITY TRACKER. IN ADDITION TO THIS, UWHC ALSO ADDS SIGNIFICANT VALUE TO OUR COMMUNITY THROUGH WORK WHICH IS NOT LISTED IN THE CASH REPORTING LINES OF THE 990 OR CONSIDERED IN OVERHEAD CALCULATIONS. THIS WORK IS ACCOMPLISHED THROUGH VARIOUS NON-CASH CONTRIBUTIONS OF GOODS, SERVICES AND COLLABORATIONS. GIFT IN-KIND, OR NON-CASH CONTRIBUTION OF ITEMS AND COLLABORATIONS, PROVIDE SUPPORT TO PEOPLE IN OUR COMMUNITY IN THE FORM OF OTHER ASSISTANCE AND SAVINGS. IT INCLUDES THINGS SUCH AS CONTRIBUTIONS OF SCHOOL SUPPLIES, FOOD, BOOKS AND CLOTHING ALONG WITH PRESCRIPTION SAVINGS THROUGH FAMILYWIZE, PEOPLE RECEIVING ASSISTANCE FROM THE EMERGENCY FOOD PROGRAM, VALUE OF VOLUNTEER HOURS IN STRATEGIC INITIATIVES, ETC. THESE SERVICES WOULD NOT HAVE HAPPENED WITHOUT UNITED WAY. READ BELOW FOR MORE DETAILS ON THE CASH AND NON-CASH CONTRIBUTIONS THAT UWHC WAS ABLE TO PROVIDE IN 2019-20. IN ORDER TO PROVIDE ADDITIONAL SUPPORT DURING THE PANDEMIC, UWHC OPENED THE HENDERSON COUNTY COVID-19 RESPONSE FUND IN MARCH 2020 IN COLLABORATION WITH COMMUNITY FOUNDATION OF HENDERSON COUNTY. THE FUND WAS CREATED TO SUPPORT FRONTLINE EMERGENCY NEEDS RELATED TO THE ECONOMIC AND HEALTH CRISIS. AS OF JUNE 30, 2020, THE FUND HAD RAISED 420,142 AND DISTRIBUTED 319,270 TO 37 LOCAL AGENCIES. UNITED WAY QUICKLY MOVED TO ADDRESS THE NEW AND EMERGING NEEDS CREATED BY THE PANDEMIC THROUGH THE FINANCIAL SUPPORT PROVIDED FROM THE RESPONSE FUND, AS WELL AS THROUGH PROMOTION OF NC 2-1-1, AND THE USE OF VOLUNTEER HENDO AS A COMMUNITY HUB FOR AGENCIES SEEKING ADDITIONAL VOLUNTEER SUPPORT. UWHC ALSO PROVIDED HIGH-IMPACT SERVICES AND SAVINGS TO PEOPLE IN HENDERSON COUNTY. FAMILYWIZE PRESCRIPTION DISCOUNT CARDS HELPED 2,798 LOCAL RESIDENTS SAVE A TOTAL OF 235,883 IN PRESCRIPTION COSTS. NARCAN VOUCHERS PROVIDED BY FAMILYWIZE TO ASSIST THOSE STRUGGLING WITH OPIOID ADDICTION ARE VALUED AT OVER 6,500. NC 2-1-1, UNITED WAY'S INFORMATION AND REFERRAL HELPLINE, RESPONDED TO 3,684 CALLS FROM HENDERSON COUNTY RESIDENTS AND DIRECTED THEM TO RESOURCES WHERE THEY COULD FIND FOOD, SHELTER, OR HEALTH CARE OR HELP PAYING MORTGAGE, RENT OR UTILITY BILLS. THE VALUE OF THIS WORK CANNOT BE OVERSTATED. VOLUNTEERS ARE ALSO A TREMENDOUS NON-CASH ASSET. UWHC HAD THE HELP OF OVER 881 VOLUNTEERS DURING 2019-2020, WHO PROVIDED OVER 5,400 HOURS OR OVER 138,000 WORTH OF VOLUNTEER HOUR VALUE TO IMPROVE THE COMMUNITY. UWHC HOSTED A COMMUNITY-WIDE VOLUNTEER EVENT -DAY OF ACTION- IN AUGUST OF 2019, BRINGING 500 VOLUNTEERS TOGETHER IN SUPPORT OF OUR LOCAL SCHOOLS. THESE VOLUNTEERS COMPLETED PAINTING, LANDSCAPING, AND CLEANING PROJECTS AT 22 PUBLIC SCHOOLS IN HENDERSON COUNTY. PARTICIPANTS ALSO DONATED 12,184 WORTH OF SCHOOL SUPPLIES AND NON-PERISHABLE FOOD (1109 POUNDS) FOR STUDENTS IN NEED. IN ADDITION TO OUR MAJOR VOLUNTEER EVENT, UWHC'S ONLINE VOLUNTEER MATCHING PROGRAM, VOLUNTEER HENDO, HAS ASSISTED MANY LOCAL NONPROFIT AGENCIES IN RECRUITING NEEDED VOLUNTEERS. THIS WEB-BASED PROGRAM CONNECTS POTENTIAL VOLUNTEERS WITH ONE-TIME OR ONGOING VOLUNTEER NEEDS AT HENDERSON COUNTY NON-PROFITS. AS OF JUNE 30, 2020, 2227 HENDERSON COUNTY RESIDENTS WERE REGISTERED ON THE SITE, WITH 95 PARTICIPATING NONPROFIT AGENCIES. WOMEN UNITED, A LEADERSHIP GIVING AFFINITY GROUP, HAD A BUSY FOURTH YEAR. DURING THE 2019-20 YEAR, MEMBERSHIP GREW TO 80. THESE WOMEN CONTINUED TO SUPPORT GIRLS EMPOWERED (GEM), AN AFTER-SCHOOL OPPORTUNITY FOR AT-RISK FIFTH GRADE GIRLS AT UPWARD AND HILLANDALE ELEMENTARY SCHOOLS AND EXPANDED THE GEM TO HENDERSONVILLE MIDDLE SCHOOL MAKING THE PROGRAM ACCESSIBLE TO 6TH, 7TH AND 8TH GRADE GIRLS. THE GEM PROGRAM PROVIDED A TOTAL OF 55 GIRLS WITH SESSIONS ON CAREER DEVELOPMENT AND SELF-ESTEEM, AND A NEW FEATURE OF GEM, A DOWNTOWN TOUR OF WOMEN-OWNED BUSINESSES. ALTHOUGH TWO OF THE PROGRAMS WERE CUT SHORT DUE TO THE PANDEMIC, WU MEMBERS WERE STILL ABLE TO DISTRIBUTE BACKPACKS TO THE ELEMENTARY SCHOOL GIRLS VALUED AT 2,900. THE GROUP ALSO COLLECTED BOOKS FOR FOSTER CARE FAMILIES VALUED AT 612, EMERGENCY CLOTHING ITEMS FOR SCHOOL CHILDREN VALUED AT 1,103, AND TOYS AND CLOTHING FOR 52 FAMILIES OVER THE HOLIDAYS VALUED AT 5,200. UWHC HAS RECEIVED DONATED OFFICE AND MEETING SPACE FROM KIMBERLY-CLARK WHICH HAS BEEN A TREMENDOUS BENEFIT. IN TURN, UWHC, IS ABLE TO PROVIDE LOW COST FACILITIES TO TWO OTHER NON-PROFIT AGENCIES AT OUR FORMER BUILDING AT 722 5TH AVENUE. DURING 2019-2020, BELIEVE CHILD ADVOCACY CENTER AND SMART START RENTED SPACE AT THE 722 5TH AVENUE BUILDING. UWHC RECEIVED GIFTS IN-KIND VALUED AT OVER 190,000. THIS COVERED THINGS SUCH AS PRINTING, SUPPLIES AND VARIOUS MEDIA RESOURCES SUCH AS NEWSPAPER AND RADIO. ADDITIONALLY UWHC SECURED CORPORATE SPONSORSHIPS TOTALING OVER 56,500 WHICH HELP COVER THE COST OF CAMPAIGN, EVENTS AND OPERATIONAL ITEMS. THIS MEANS THAT MORE DOLLARS FROM DONORS GO DIRECTLY TO PROGRAMS AND SERVICES TO THOSE IN NEED. THE RISING LEADERS INITIATIVE IS A UWHC PROGRAM DESIGNED TO DEVELOP THE NEXT GENERATION OF COMMUNITY LEADERS AND BOARD MEMBERS FOR HENDERSON COUNTY NON-PROFIT ORGANIZATIONS. PARTICIPANTS ATTEND AN INTRODUCTORY TEAMBUILDING SESSION AND 6 INFORMATIONAL SESSIONS. IN 2019-20, NINETEEN RISING LEADERS COMPLETED THE PROGRAM, AND MANY HAVE BEEN RECRUITED TO SERVE ON LOCAL BOARDS. BORN LEARNING TRAIL IS AN EDUCATION ACTIVITY PROGRAM. IT PROMOTES LEARNING IN A FUN AND INTERACTIVE WAY WHILE BOOSTING LANGUAGE, READING, PROBLEM SOLVING AND CRITICAL THINKING SKILLS. IT OFFERS FAMILIES A PLACE TO BE ACTIVE, ELEVATE AWARENESS OF EARLY CHILDHOOD EDUCATION AND BE A VISIBLE SYMBOL OF THE COMMUNITY'S COMMITMENT TO YOUNG CHILDREN. UWHC SUPPORTS TWO BORN LEARNING TRAILS, ONE ON THE OCHLAWAHA GREENWAY, A POPULAR WALKING AND BICYCLING TRAIL FOR LOCAL FAMILIES, AND OUR ORIGINAL BORN LEARNING TRAIL AT MILLS RIVER PARK. CHARITY TRACKER IS A COMMUNITY-WIDE, UWHC SPONSORED INITIATIVE TO ALLOW DIRECT SERVICE NON-PROFITS TO TRACK AND COORDINATE THE SERVICES THEY DELIVER TO INDIVIDUALS AND FAMILIES IN HENDERSON COUNTY. AGENCIES THAT USE THE CHARITY TRACKER SOFTWARE ARE ABLE TO EASILY REFER CLIENTS TO OTHER PARTICIPATING AGENCIES AND SEE WHAT SERVICES CLIENTS HAVE ALREADY USED. IN 2019, THE AGENCIES USING CHARITY TRACKER RECORDED A TOTAL ASSISTANCE VALUE OF 202,320 TO 3,350 HENDERSON COUNTY HOUSEHOLDS. UWHC ALSO ASSISTED IN THE ROLLOUT OF NCCARE360, A NEW, STATEWIDE COORDINATION SYSTEM DESIGNED TO STREAMLINE REFERRALS BETWEEN MEDICAL PROVIDERS AND NONPROFIT PROVIDERS. UWHC CO-SPONSORS THE HENDERSON COUNTY YOUTH COUNCIL, A GROUP OF HIGH SCHOOL STUDENTS SELECTED FROM THROUGHOUT HENDERSON COUNTY WHO FOCUS THEIR EFFORTS ON COMMUNITY SERVICE AND SPREADING AWARENESS ABOUT OPIOID AND PRESCRIPTION DRUG ABUSE. THE COUNCIL VOLUNTEERED FOR A DECEMBER RE-STOCK SCHOOL SUPPLY DRIVE IN 2019 TO COLLECT ADDITIONAL NEEDED SCHOOL SUPPLIES FOR NEEDY STUDENTS, VALUED AT 400. ADDITIONAL WAYS THAT UNITED WAY HELPED OUR COMMUNITY INCLUDE HOSTING ONTRACK'S MATCH SAVINGS PROGRAM WHICH ENABLED PARTICIPANTS TO CREATE SAVINGS ACCOUNTS RESULTING IN COLLECTIVE SAVINGS OF OVER
FORM 990, PAGE 6, PART VI, LINE 11B	THE RETURN WAS PREPARED BY AN INDEPENDENT ACCOUNTANT WITH ASSISTANCE AND OVERSIGHT FROM MANAGEMENT. A COPY OF THE FORM 990 WAS PROVIDED TO THE ENTIRE BOARD PRIOR TO THE FILING DATE. THE RETURN WAS PRESENTED AT THE BOARD MEETING BY THE AUDITING FIRM AND THE INDEPENDENT ACCOUNTANT. AFTER BOARD REVIEW THE 990 WAS FILED.
FORM 990, PAGE 6, PART VI, LINE 12C	A NEW CONFLICT OF INTEREST DOCUMENT IS PRESENTED TO EACH BOARD MEMBER AT THE BEGINNING OF EACH BOARD YEAR. IT IS SIGNED AND SUBMITTED BY EACH MEMBER.
FORM 990, PAGE 6, PART VI, LINE 15A	THE ORGANIZATION FOLLOWS THE PROCESS DESCRIBED IN REGULATION SEC 53.4958 (6)(C) FOR ESTABLISING THE REBUTTABLE PRESUMPTION OF REASONABLENESS IN THE DETERMINATION OF THE EXCEUTIVE DIRECTOR'S COMPENSATION.
FORM 990, PAGE 6, PART VI, LINE 19	GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AT THE ADMINISTRATIVE OFFICE. THE FORM 990 IS POSTED ON OUR WEBSITE, GUIDESTAR AND AVAILABLE UPON REQUEST.
FORM 990, PART XI, LINE 9	DESIGNATED DONATIONS -365,331 DESIGNATED DONATIONS 365,331

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 51056K

Schedule O (Form 990 or 990-EZ) 2019

Additional Data

Software ID:
Software Version:

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	1,489,410	1,985,069
9	Program service revenue (Part VIII, line 2g) .........		0
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	15,165	11,942
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	35,179	32,580
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	1,539,754	2,029,591
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	1,049,627	1,250,763
14	Benefits paid to or for members (Part IX, column (A), line 4).....		0
15	Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)	446,816	453,166
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....		0
b	Total fundraising expenses (Part IX, column (D), line 25) 155,444
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	238,071	197,711
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	1,734,514	1,901,640
19	Revenue less expenses. Subtract line 18 from line 12.......	-194,760	127,951
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	2,361,808	2,104,247
21	Total liabilities (Part X, line 26).............	1,018,972	720,735
22	Net assets or fund balances. Subtract line 21 from line 20.....	1,342,836	1,383,512

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 1,538,106 including grants of $ 1,250,763 ) (Revenue $ )
	UNITED WAY OF HENDERSON COUNTY (UWHC) ORGANIZES AND MOBILIZES COMMUNITY RESOURCES TO IMPROVE LIVES OF HENDERSON COUNTY RESIDENTS. UWHC'S COMMUNITY IMPACT IS MUCH MORE THAN THE FUNDS RAISED AND DISTRIBUTED TO LOCAL ORGANIZATIONS. THROUGH THE YEARS, WE HAVE BEEN A TRUSTED COMMUNITY LEADER, CONVENING CONVERSATIONS ON KEY ISSUES, LEVERAGING ADDITIONAL SUPPORT THROUGH VOLUNTEER, IN-KIND AND NON-CASH CONTRIBUTIONS, AND MOVING THE NEEDLE ON TARGETED ISSUES. WHEN ACCOUNTING FOR ALL FUNDS RAISED AND ADDITIONAL RESOURCES LEVERAGED, UWHC IS ABLE TO PRODUCE APPROXIMATELY ONE DOLLAR OF COMMUNITY IMPACT FOR EVERY DOLLAR DONATED. UNITED WAY RECEIVED TWO LARGE BEQUESTS WITH REVENUE RECORDED IN A PRIOR FISCAL YEAR. THE BOARD DETERMINED TO USE THESE BEQUESTS TOWARD EXPENSES FOR A 3 YEAR PERIOD. THEREFORE, IN 2019-20, 200,000 IN EXPENSES WAS PAID FROM PRIOR YEAR REVENUE. WHEN ACCOUNTING FOR THIS PRIOR YEAR INCOME, AS WELL AS SPONSORSHIPS THAT HELPED COVER SOME FUNDRAISING COSTS, THE OVERHEAD CALCULATION BASED ON CASH INCOME AND EXPENSE LISTED IN THE 990 IS APPROXIMATELY 7.9% FOR MANAGEMENT AND GENERAL EXPENSES AND 5.9% FOR FUNDRAISING EXPENSES FOR A COMBINED TOTAL OF 13.8%. UWHC'S WORK TO ASSIST THE COMMUNITY CONSISTS OF VARIOUS TYPES OF RESOURCES. THESE RESOURCES ARE MADE UP OF BOTH CASH AND NON-CASH CONTRIBUTIONS THAT ARE LEVERAGED TO HELP MEET THE NEEDS OF THE COMMUNITY. THE NUMBERS OUTLINED IN THE TAX RETURN DEAL PURELY WITH THE CASH PORTION. ADDING THE VALUE OF THIS ADDITIONAL COMMUNITY SUPPORT TO UWHC'S CASH INVESTMENT PUTS UNITED WAY'S TOTAL COMMUNITY IMPACT AT OVER 2.16 MILLION. THIS MEANS THAT EVERY DONOR DOLLAR CONTRIBUTED TO UWHC GENERATES APPROXIMATELY AN EQUAL AMOUNT OF POSITIVE IMPACT IN OUR COMMUNITY. IT INCLUDES ALLOCATIONS TO 39 COMMUNITY SERVICE PROGRAMS, DIRECT-PAY DESIGNATIONS FROM DONORS TO COMMUNITY AGENCIES, STRATEGIC INITIATIVES, VOLUNTEER INITIATIVES, UNITED WAY COMMUNITY IMPACT WORK AND SPONSORED PROGRAMS SUCH AS 2-1-1, WOMEN UNITED, RISING LEADERS, AND CHARITY TRACKER. IN ADDITION TO THIS, UWHC ALSO ADDS SIGNIFICANT VALUE TO OUR COMMUNITY THROUGH WORK WHICH IS NOT LISTED IN THE CASH REPORTING LINES OF THE 990 OR CONSIDERED IN OVERHEAD CALCULATIONS. THIS WORK IS ACCOMPLISHED THROUGH VARIOUS NON-CASH CONTRIBUTIONS OF GOODS, SERVICES AND COLLABORATIONS. GIFT IN-KIND, OR NON-CASH CONTRIBUTION OF ITEMS AND COLLABORATIONS, PROVIDE SUPPORT TO PEOPLE IN OUR COMMUNITY IN THE FORM OF OTHER ASSISTANCE AND SAVINGS. IT INCLUDES THINGS SUCH AS CONTRIBUTIONS OF SCHOOL SUPPLIES, FOOD, BOOKS AND CLOTHING ALONG WITH PRESCRIPTION SAVINGS THROUGH FAMILYWIZE, PEOPLE RECEIVING ASSISTANCE FROM THE EMERGENCY FOOD PROGRAM, VALUE OF VOLUNTEER HOURS IN STRATEGIC INITIATIVES, ETC. THESE SERVICES WOULD NOT HAVE HAPPENED WITHOUT UNITED WAY. READ BELOW FOR MORE DETAILS ON THE CASH AND NON-CASH CONTRIBUTIONS THAT UWHC WAS ABLE TO PROVIDE IN 2019-20. IN ORDER TO PROVIDE ADDITIONAL SUPPORT DURING THE PANDEMIC, UWHC OPENED THE HENDERSON COUNTY COVID-19 RESPONSE FUND IN MARCH 2020 IN COLLABORATION WITH COMMUNITY FOUNDATION OF HENDERSON COUNTY. THE FUND WAS CREATED TO SUPPORT FRONTLINE EMERGENCY NEEDS RELATED TO THE ECONOMIC AND HEALTH CRISIS. AS OF JUNE 30, 2020, THE FUND HAD RAISED 420,142 AND DISTRIBUTED 319,270 TO 37 LOCAL AGENCIES. UNITED WAY QUICKLY MOVED TO ADDRESS THE NEW AND EMERGING NEEDS CREATED BY THE PANDEMIC THROUGH THE FINANCIAL SUPPORT PROVIDED FROM THE RESPONSE FUND, AS WELL AS THROUGH PROMOTION OF NC 2-1-1, AND THE USE OF VOLUNTEER HENDO AS A COMMUNITY HUB FOR AGENCIES SEEKING ADDITIONAL VOLUNTEER SUPPORT. UWHC ALSO PROVIDED HIGH-IMPACT SERVICES AND SAVINGS TO PEOPLE IN HENDERSON COUNTY. FAMILYWIZE PRESCRIPTION DISCOUNT CARDS HELPED 2,798 LOCAL RESIDENTS SAVE A TOTAL OF 235,883 IN PRESCRIPTION COSTS. NARCAN VOUCHERS PROVIDED BY FAMILYWIZE TO ASSIST THOSE STRUGGLING WITH OPIOID ADDICTION ARE VALUED AT OVER 6,500. NC 2-1-1, UNITED WAY'S INFORMATION AND REFERRAL HELPLINE, RESPONDED TO 3,684 CALLS FROM HENDERSON COUNTY RESIDENTS AND DIRECTED THEM TO RESOURCES WHERE THEY COULD FIND FOOD, SHELTER, OR HEALTH CARE OR HELP PAYING MORTGAGE, RENT OR UTILITY BILLS. THE VALUE OF THIS WORK CANNOT BE OVERSTATED. VOLUNTEERS ARE ALSO A TREMENDOUS NON-CASH ASSET. UWHC HAD THE HELP OF OVER 881 VOLUNTEERS DURING 2019-2020, WHO PROVIDED OVER 5,400 HOURS OR OVER 138,000 WORTH OF VOLUNTEER HOUR VALUE TO IMPROVE THE COMMUNITY. UWHC HOSTED A COMMUNITY-WIDE VOLUNTEER EVENT -DAY OF ACTION- IN AUGUST OF 2019, BRINGING 500 VOLUNTEERS TOGETHER IN SUPPORT OF OUR LOCAL SCHOOLS. THESE VOLUNTEERS COMPLETED PAINTING, LANDSCAPING, AND CLEANING PROJECTS AT 22 PUBLIC SCHOOLS IN HENDERSON COUNTY. PARTICIPANTS ALSO DONATED 12,184 WORTH OF SCHOOL SUPPLIES AND NON-PERISHABLE FOOD (1109 POUNDS) FOR STUDENTS IN NEED. IN ADDITION TO OUR MAJOR VOLUNTEER EVENT, UWHC'S ONLINE VOLUNTEER MATCHING PROGRAM, VOLUNTEER HENDO, HAS ASSISTED MANY LOCAL NONPROFIT AGENCIES IN RECRUITING NEEDED VOLUNTEERS. THIS WEB-BASED PROGRAM CONNECTS POTENTIAL VOLUNTEERS WITH ONE-TIME OR ONGOING VOLUNTEER NEEDS AT HENDERSON COUNTY NON-PROFITS. AS OF JUNE 30, 2020, 2227 HENDERSON COUNTY RESIDENTS WERE REGISTERED ON THE SITE, WITH 95 PARTICIPATING NONPROFIT AGENCIES. WOMEN UNITED, A LEADERSHIP GIVING AFFINITY GROUP, HAD A BUSY FOURTH YEAR. DURING THE 2019-20 YEAR, MEMBERSHIP GREW TO 80. THESE WOMEN CONTINUED TO SUPPORT GIRLS EMPOWERED (GEM), AN AFTER-SCHOOL OPPORTUNITY FOR AT-RISK FIFTH GRADE GIRLS AT UPWARD AND HILLANDALE ELEMENTARY SCHOOLS AND EXPANDED THE GEM TO HENDERSONVILLE MIDDLE SCHOOL MAKING THE PROGRAM ACCESSIBLE TO 6TH, 7TH AND 8TH GRADE GIRLS. THE GEM PROGRAM PROVIDED A TOTAL OF 55 GIRLS WITH SESSIONS ON CAREER DEVELOPMENT AND SELF-ESTEEM, AND A NEW FEATURE OF GEM, A DOWNTOWN TOUR OF WOMEN-OWNED BUSINESSES. ALTHOUGH TWO OF THE PROGRAMS WERE CUT SHORT DUE TO THE PANDEMIC, WU MEMBERS WERE STILL ABLE TO DISTRIBUTE BACKPACKS TO THE ELEMENTARY SCHOOL GIRLS VALUED AT 2,900. THE GROUP ALSO COLLECTED BOOKS FOR FOSTER CARE FAMILIES VALUED AT 612, EMERGENCY CLOTHING ITEMS FOR SCHOOL CHILDREN VALUED AT 1,103, AND TOYS AND CLOTHING FOR 52 FAMILIES OVER THE HOLIDAYS VALUED AT 5,200. UWHC HAS RECEIVED DONATED OFFICE AND MEETING SPACE FROM KIMBERLY-CLARK WHICH HAS BEEN A TREMENDOUS BENEFIT. IN TURN, UWHC, IS ABLE TO PROVIDE LOW COST FACILITIES TO TWO OTHER NON-PROFIT AGENCIES AT OUR FORMER BUILDING AT 722 5TH AVENUE. DURING 2019-2020, BELIEVE CHILD ADVOCACY CENTER AND SMART START RENTED SPACE AT THE 722 5TH AVENUE BUILDING. UWHC RECEIVED GIFTS IN-KIND VALUED AT OVER 190,000. THIS COVERED THINGS SUCH AS PRINTING, SUPPLIES AND VARIOUS MEDIA RESOURCES SUCH AS NEWSPAPER AND RADIO. ADDITIONALLY UWHC SECURED CORPORATE SPONSORSHIPS TOTALING OVER 56,500 WHICH HELP COVER THE COST OF CAMPAIGN, EVENTS AND OPERATIONAL ITEMS. THIS MEANS THAT MORE DOLLARS FROM DONORS GO DIRECTLY TO PROGRAMS AND SERVICES TO THOSE IN NEED. THE RISING LEADERS INITIATIVE IS A UWHC PROGRAM DESIGNED TO DEVELOP THE NEXT GENERATION OF COMMUNITY LEADERS AND BOARD MEMBERS FOR HENDERSON COUNTY NON-PROFIT ORGANIZATIONS. PARTICIPANTS ATTEND AN INTRODUCTORY TEAMBUILDING SESSION AND 6 INFORMATIONAL SESSIONS. IN 2019-20, NINETEEN RISING LEADERS COMPLETED THE PROGRAM, AND MANY HAVE BEEN RECRUITED TO SERVE ON LOCAL BOARDS. BORN LEARNING TRAIL IS AN EDUCATION ACTIVITY PROGRAM. IT PROMOTES LEARNING IN A FUN AND INTERACTIVE WAY WHILE BOOSTING LANGUAGE, READING, PROBLEM SOLVING AND CRITICAL THINKING SKILLS. IT OFFERS FAMILIES A PLACE TO BE ACTIVE, ELEVATE AWARENESS OF EARLY CHILDHOOD EDUCATION AND BE A VISIBLE SYMBOL OF THE COMMUNITY'S COMMITMENT TO YOUNG CHILDREN. UWHC SUPPORTS TWO BORN LEARNING TRAILS, ONE ON THE OCHLAWAHA GREENWAY, A POPULAR WALKING AND BICYCLING TRAIL FOR LOCAL FAMILIES, AND OUR ORIGINAL BORN LEARNING TRAIL AT MILLS RIVER PARK. CHARITY TRACKER IS A COMMUNITY-WIDE, UWHC SPONSORED INITIATIVE TO ALLOW DIRECT SERVICE NON-PROFITS TO TRACK AND COORDINATE THE SERVICES THEY DELIVER TO INDIVIDUALS AND FAMILIES IN HENDERSON COUNTY. AGENCIES THAT USE THE CHARITY TRACKER SOFTWARE ARE ABLE TO EASILY REFER CLIENTS TO OTHER PARTICIPATING AGENCIES AND SEE WHAT SERVICES CLIENTS HAVE ALREADY USED. IN 2019, THE AGENCIES USING CHARITY TRACKER RECORDED A TOTAL ASSISTANCE VALUE OF 202,320 TO 3,350 HENDERSON COUNTY HOUSEHOLDS. UWHC ALSO ASSISTED IN THE ROLLOUT OF NCCARE360, A NEW, STATEWIDE COORDINATION SYSTEM DESIGNED TO STREAMLINE REFERRALS BETWEEN MEDICAL PROVIDERS AND NONPROFIT PROVIDERS. UWHC CO-SPONSORS THE HENDERSON COUNTY YOUTH COUNCIL, A GROUP OF HIGH SCHOOL STUDENTS SELECTED FROM THROUGHOUT HENDERSON COUNTY WHO FOCUS THEIR EFFORTS ON COMMUNITY SERVICE AND SPREADING AWARENESS ABOUT OPIOID AND PRESCRIPTION DRUG ABUSE. THE COUNCIL VOLUNTEERED FOR A DECEMBER RE-STOCK SCHOOL SUPPLY DRIVE IN 2019 TO COLLECT ADDITIONAL NEEDED SCHOOL SUPPLIES FOR NEEDY STUDENTS, VALUED AT 400. ADDITIONAL WAYS THAT UNITED WAY HELPED OUR COMMUNITY INCLUDE HOSTING ONTRACK'S MATCH SAVINGS PROGRAM WHICH ENABLED PARTICIPANTS TO CREATE SAVINGS ACCOUNTS RESULTING IN COLLECTIVE SAVINGS OF OVER

4b	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )












4c	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )












4d	Other program services (Describe in Schedule O.)
	(Expenses $ including grants of $ ) (Revenue $ )
4e	Total program service expenses1,538,106

(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
(A) Name and title
(18) TIRRELL SHARON........................................................................ BOARD MEMBER	1.00 .......................	X		0	0	0
(19) HOLBERT SHERRI........................................................................ CHAIR	2.00 .......................	X	X	0	0	0
(20) GIRONDA SONIA........................................................................ AGENCY REPRE	1.00 .......................	X		0	0	0
(21) BARBOSA STEPHANIE........................................................................ BOARD MEMBER	1.00 .......................	X		0	0	0
(22) ALBRECHT TAMMY........................................................................ SECRETARY	2.00 .......................	X	X	0	0	0
(23) SPARKS TIM........................................................................ RESOURCE DEV	2.00 .......................	X		0	0	0
(24) RUSHING TINA........................................................................ BOARD MEMBER	1.00 .......................	X		0	0	0
(25) MURRILL TOM........................................................................ BOARD MEMBER	1.00 .......................	X		0	0	0

(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

1	Briefly describe the organization’s mission or most significant activities: IMPROVE THE LIVES OF HENDERSON COUNTY RESIDENTS.
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	23
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	23
5	Total number of individuals employed in calendar year 2019 (Part V, line 2a) ......	5	10
6	Total number of volunteers (estimate if necessary) .............	6	881
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 39 .........	7b

1b	Sub-Total................
c	Total from continuation sheets to Part VII, Section A....
d	Total (add lines 1b and 1c)...........	85,654	20,266

1a	Federated campaigns..		1a
b	Membership dues..		1b
c	Fundraising events..		1c
d	Related organizations		1d
e	Government grants (contributions)		1e	93,500

f	All other contributions, gifts, grants, and similar amounts not included above		1f	1,891,569

g	Noncash contributions included in lines 1a - 1f:$		1g

h Total. Add lines 1a-1f.......		1,985,069

		Business Code
2a
b
c
d
e
f	All other program service revenue.
g	Total. Add lines 2a–2f .....

3 Investment income (including dividends, interest, and othersimilar amounts) ......			300		300
4 Income from investment of tax-exempt bond proceeds
5 Royalties...........
		(ii) Personal	(i) Real
6a	Gross rents		32,580	6a
b	Less: rental expenses			6b
c	Rental income or (loss)		32,580	6c
d	Net rental income or (loss).......			32,580		32,580
		(ii) Other	(i) Securities
7a	Gross amount from sales of assets other than inventory		11,642	7a
b	Less: cost or other basis and sales expenses			7b
c	Gain or (loss)		11,642	7c
d	Net gain or (loss).........			11,642		11,642
8a	Gross income from fundraising events (not including $ of contributions reported on line 1c). See Part IV, line 18 ....
			8a
b	Less: direct expenses ...		8b
c	Net income or (loss) from fundraising events..
9a	Gross income from gaming activities. See Part IV, line 19 ...
			9a
b	Less: direct expenses ...		9b
c	Net income or (loss) from gaming activities..
10a	Gross sales of inventory, less returns and allowances ..
			10a
b	Less: cost of goods sold ..		10b
c	Net income or (loss) from sales of inventory..
Business Code			Miscellaneous Revenue
11a
b
c
d	All other revenue ....
e	Total. Add lines 11a–11d ......
12	Total revenue. See instructions.....			2,029,591		44,522

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....	1,250,763	1,250,763
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 ...........	85,654	34,261	28,267	23,126
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........	286,219	114,487	94,452	77,280
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....
9	Other employee benefits .......	53,151	21,260	17,540	14,351
10	Payroll taxes ...........	28,142	11,257	9,287	7,598
11	Fees for services (non-employees):
a	Management ......
b	Legal .........
c	Accounting ...........	15,985	5,595	10,390
d	Lobbying ...........
e	Professional fundraising services. See Part IV, line 17
f	Investment management fees ......	3,264		3,264
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)	3,436	1,203	2,233
12	Advertising and promotion ....	9,405	1,217	5,968	2,220
13	Office expenses .......	7,008	2,934	556	3,518
14	Information technology ......
15	Royalties ..
16	Occupancy ...........	30,052	8,006	16,643	5,403
17	Travel ............	2,655	1,062	876	717
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .
19	Conferences, conventions, and meetings ....	7,193	3,697	2,362	1,134
20	Interest ...........
21	Payments to affiliates .......	14,500	14,500
22	Depreciation, depletion, and amortization ..	11,317	4,527	3,735	3,055
23	Insurance ...	7,718	3,087	2,547	2,084
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	SUPPLIES	54,675	47,567	420	6,688
b	BOARD/STAFF DEVELOPMENT	12,760	6,546	2,086	4,128
c	CONTRACT SERVICES	7,297	2,919	2,408	1,970
d	EQUIPMENT	6,107	2,443	2,015	1,649
e	All other expenses	4,339	775	3,041	523
25	Total functional expenses. Add lines 1 through 24e	1,901,640	1,538,106	208,090	155,444
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 if following SOP 98-2 (ASC 958-720).

1	Cash–non-interest-bearing ........			345	1	236
2	Savings and temporary cash investments .........			690,984	2	615,163
3	Pledges and grants receivable, net ......			929,478	3	780,193
4	Accounts receivable, net .............			100,295	4	107,325
5	Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
					5
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
					6
7	Notes and loans receivable, net ...........				7
8	Inventories for sale or use ............				8
9	Prepaid expenses and deferred charges ......			3,873	9	7,437
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	403,487
b	Less: accumulated depreciation	10b	288,146	121,463	10c	115,341
11	Investments—publicly traded securities .				11
12	Investments—other securities. See Part IV, line 11 .....				12
13	Investments—program-related. See Part IV, line 11 ..				13
14	Intangible assets ...............				14
15	Other assets. See Part IV, line 11 ...........			515,370	15	478,552
16	Total assets. Add lines 1 through 15 (must equal line 33)...			2,361,808	16	2,104,247

17	Accounts payable and accrued expenses .....	115,507	17	31,841
18	Grants payable ...	903,465	18	688,894
19	Deferred revenue .........		19
20	Tax-exempt bond liabilities .........		20
21	Escrow or custodial account liability. Complete Part IV of Schedule D		21
22	Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
			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		25
26	Total liabilities. Add lines 17 through 25..	1,018,972	26	720,735

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........	1,010,171	27	1,123,888
28	Net assets with donor restrictions ...........	332,665	28	259,624
	Organizations that do not follow FASB ASC 958, check here and complete lines 29 through 33.
29	Capital stock or trust principal, or current funds .....		29
30	Paid-in or capital surplus, or land, building or equipment fund ...		30
31	Retained earnings, endowment, accumulated income, or other funds		31
32	Total net assets or fund balances ...........	1,342,836	32	1,383,512
33	Total liabilities and net assets/fund balances ........	2,361,808	33	2,104,247