Attach to Form 990 or Form 990-EZ.
Go to
www.irs.gov/Form990 for instructions and the latest information.
| (i) Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 10 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) 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.") .. | 28,114,302 | 28,635,782 | 26,676,927 | 25,926,150 | 36,442,612 | 145,795,773 |
| 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 | 28,114,302 | 28,635,782 | 26,676,927 | 25,926,150 | 36,442,612 | 145,795,773 |
| 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. | 145,795,773 | |||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 28,114,302 | 28,635,782 | 26,676,927 | 25,926,150 | 36,442,612 | 145,795,773 |
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | 411,889 | 477,275 | 457,711 | 645,586 | 466,314 | 2,458,775 |
| 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.).. | ||||||
| 11 | Total support. Add lines 7 through 10 | 148,254,906 | |||||
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.) | ||||||
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.).. | ||||||
| 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 | ||||
| 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..... | ||||
| Facts And Circumstances Test |
|---|
| Return Reference | Explanation |
|---|
| Software ID: | |
| Software Version: |
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.
| Return Reference | Explanation |
|---|---|
| FORM 990, PAGE 1, PART I, LINE 1 | UNITED WAY OF CENTRAL CAROLINAS (UWCC) FIGHTS FOR THE EDUCATION, HEALTH AND FINANCIAL STABILITY OF EVERY PERSON IN OUR COMMUNITY. WITH MORE THAN 62 YEARS OF EXPERIENCE, WE ARE A STRATEGIC COMMUNITY LEADER, CONVENER AND ADVOCATE WITH IN-DEPTH KNOWLEDGE OF THE COMMUNITIES WE SERVE, THE CHALLENGES THAT AFFECT THEM AND THE ORGANIZATIONS HAVING THE MOST IMPACT. UWCC FOCUSES ON SUPPORTING A BROAD RANGE OF LOCAL HEALTH AND HUMAN SERVICE PROGRAMS TO HELP DRIVE ECONOMIC MOBILITY WITH A FOCUS ON EDUCATION, HEALTH, FINANCIAL STABILITY AND BASIC NEEDS. UWCC ALLOCATES FUNDING TO OVER 100 HEALTH AND HUMAN SERVICE ORGANIZATIONS IN ANSON, CABARRUS, MECKLENBURG, IREDELL, AND UNION COUNTIES. THE FUNDING IS ALLOCATED THROUGH THREE GRANT PROCESSES: IMPACT GRANTS PROVIDE ANNUAL FUNDING TO NON-PROFITS WORKING TO SUPPORT THE CONTINUUM OF SERVICES FROM BASIC NEEDS, EDUCATION, HEALTH AND FINANCIAL SERVICES ACROSS OUR FIVE-COUNTY FOOTPRINT. UNITED NEIGHBORHOODS WORKS TO CHANGE THE ODDS FOR THOSE IN OUR MOST UNDER-RESOURCED NEIGHBORHOODS BY SUPPORTING COMMUNITY-DRIVEN HOLISTIC NEIGHBORHOOD TRANSFORMATION AND REVITALIZATION EFFORTS. UNITE CHARLOTTE SUPPORTS NEW AND GRASSROOTS ORGANIZATIONS THROUGH GRANTS AND CAPACITY-BUILDING ACTIVITIES FOCUSED ON IMPROVING RACIAL EQUITY AND INCREASING SOCIAL CAPITAL. IN ADDITION, UWCC PROVIDES EMERGENCY RELIEF TO INDIVIDUALS IN OUR COMMUNITY EFFECTED BY CRISIS SITUATIONS. BEGINNING IN MARCH 2020, UWCC, IN COLLABORATION WITH FOUNDATION FOR THE CAROLINAS (FFTC), BEGAN A FUNDRAISING CAMPAIGN TO SUPPORT RELIEF EFFORTS AS A RESULT OF THE IMPACTS FROM THE COVID-19 PANDEMIC. AS OF JUNE 30, 2020, APPROXIMATELY $19,428,000 HAD BEEN RAISED TO SUPPORT RELIEF EFFORTS IN MECKLENBURG COUNTY AND $500,000 FOR THE BALANCE OF THE FIVE-COUNTY AREA. THESE FUNDS ARE REPORTED AS GRANTS AND CONTRIBUTIONS IN THE STATEMENT OF ACTIVITIES FOR THE YEAR ENDED JUNE 30, 2020. A COMMITTEE COMPOSED OF DONORS AND COMMUNITY LEADERS DIRECTED THE ALLOCATION PROCESS FOR MECKLENBURG COUNTY AND $14,988,000 HAD BEEN FUNDED OR WAS COMMITTED AS OF JUNE 30, 2020. UWCC RECEIVED NO FEE FOR THE ADMINISTRATION OF THESE FUNDS. |
| FORM 990, PART III, LINE 1 | UNITED WAY OF CENTRAL CAROLINAS (UWCC) WORKS TO CREATE LASTING CHANGE FOR THOSE MOST IN NEED THROUGH STRATEGIC COMMUNITY PHILANTHROPY IN ANSON, CABARRUS, MECKLENBURG, AND UNION COUNTIES AND THE MOORESVILLE/LAKE NORMAN REGION (THE FIVE-COUNTY REGION) AND IS HOME TO NEARLY 1.5 MILLION PEOPLE UWCC INVESTS ANNUALLY INTO THE COMMUNITY TO FURTHER THE ORGANIZATION'S COMMUNITY IMPACT STRATEGY, WHICH FOCUSES ON IMPROVING EDUCATION, HEALTH AND FINANCIAL STABILITY TO BOOST ECONOMIC MOBILITY ACROSS THE REGION, WHILE ALSO HELPING PROVIDE A SAFETY NET FOR PEOPLE AND FAMILIES IN NEED. WE ACCOMPLISH WHAT NO SINGLE AGENCY CAN DO ALONE. OUR NIMBLE APPROACH ALLOWS US TO RESPOND TO THE EVOLVING NEEDS OF THE COMMUNITY BOTH YEAR-ROUND AND DURING CRISIS SITUATIONS. IN SUPPORTING OUR NONPROFIT PARTNERS, UNITED WAY IS ADVANCING THEIR MISSION BY PROVIDING: LEADERSHIP: WITH OVER 62 YEARS' EXPERIENCE, WE ARE EXPERTS IN THE CAUSES WE FIGHT FOR. WE RESPOND AND SOLVE COMPLEX PROBLEMS, LEAD CONVERSATIONS ON SOCIAL ISSUES, AND LEVERAGE COMMUNITY VOICES TO WORK TOGETHER IN CREATING CHANGE. EFFICIENCY: BY POOLING RESOURCES, WE FUND LOCAL NONPROFITS AND EMPOWER THEM TO FOCUS ON FULFILLING THEIR MISSION AND PROVIDING SERVICES DIRECTLY AND QUICKLY TO THE PEOPLE WHO NEED THEM MOST. UNRESTRICTED OPERATING GRANTS ALLOW FOR FLEXIBILITY IN USING FUNDS WHEREVER THE GREATEST NEEDS EXIST. ACCOUNTABILITY: WE VET OUR PARTNER AGENCIES THROUGH AN EXTENSIVE COMMUNITY-BASED EVALUATION PROCESS, REQUIRING THEM TO TRACK OUTCOMES EVERY YEAR SO OUR DONORS KNOW THAT THEIR GIFTS WILL BE USED WISELY AND EFFICIENTLY. |
| FORM 990, PAGE 2, PART III, LINE 1 | THE COMMUNITY INVESTMENT PROCESS: IN FISCAL YEAR 2019, UWCC'S BOARD OF DIRECTORS VOTED TO MOVE FROM A FISCAL YEAR GRANT CYCLE TO A CALENDAR YEAR GRANT CYCLE. TO EFFECT THIS CHANGE, UWCC FUNDED A ONE-TIME 18-MONTH GRANT PERIOD BEGINNING JULY 1, 2019 AND CONCLUDING DECEMBER 31, 2020. IN FUTURE YEARS, THE IMPACT GRANTS, UNITED NEIGHBORHOODS, AND UNITE CHARLOTTE GRANT CYCLES WILL BEGIN JANUARY 1 AND CONCLUDE DECEMBER 31. ALL GRANT APPLICATIONS ARE ASSESSED THROUGH A COMMUNITY-LED REVIEW PROCESS, IN WHICH STAFF AND DEDICATED VOLUNTEERS EVALUATE AND IDENTIFY THE LOCAL COLLABORATIONS AND APPROACHES THAT CAN CREATE A LASTING IMPACT. WE MAXIMIZE EVERY CENT THAT DONORS ENTRUST WITH US BY DIRECTING IT TOWARD CRITICAL PROGRAMS THAT FIGHT FOR THE EDUCATION, HEALTH AND FINANCIAL STABILITY OF EVERY PERSON ACROSS OUR FIVE-COUNTY REGION: ANSON, CABARRUS, MECKLENBURG, UNION AND MOORESVILLE/LAKE NORMAN. UWCC HOSTS ORIENTATION SESSIONS IN THE LATE SUMMER OF EACH YEAR. THESE SESSIONS HELP FAMILIARIZE INTERESTED VOLUNTEERS WITH THE ROLE OF SERVING ON A COMMUNITY GRANT PANEL, INCLUDING THE IMPORTANCE OF BUILDING A STRONGER COMMUNITY BY INVESTING IN A SYSTEM OF QUALITY AGENCIES THAT HELP PEOPLE IN NEED. PANELS OF VOLUNTEERS IN EACH REGION WILL READ, REVIEW AND EVALUATE APPLICATIONS AND HOST PRESENTATIONS BY APPLICANT AGENCIES. THE GRANT PANELS THEN COMPARATIVELY EVALUATE THE PROPOSALS AND RECOMMEND FUNDING AMOUNTS TO UWCC'S BOARD OF DIRECTORS. UWCC'S BOARD OF DIRECTORS APPROVE GRANT AWARDS AND AGREEMENTS. AGENCIES ARE NOTIFIED OF AWARDS. UWCC'S IMPACT GRANTS AND UNITED NEIGHBORHOODS FUNDING CYCLE BEGINS ANNUALLY ON JANUARY 1 AND CONCLUDES DECEMBER 31. IN ORDER FOR A PARTNER AGENCY TO BE ELIGIBLE TO RECEIVE FUNDS ALLOCATED BY UWCC, THEY MUST SUBMIT APPLICATIONS THAT INCLUDE GOALS, STRATEGIES, AND OUTCOMES THAT ARE LINKED TO UWCC'S IMPACT STRATEGY. THE PROPOSED ACTIVITIES AND TARGET OUTCOMES MUST BE SPECIFIC, MEASURABLE, ATTAINABLE, REALISTIC, TIMELY, AND UNAMBIGUOUS. AGENCIES SUBMIT ANNUAL REPORTS ON PROGRAM OUTCOMES. THROUGH THIS DISCIPLINE, AGENCIES CONTINUALLY IMPROVE THEIR PROGRAMS, MAKING MEASURABLE AND LASTING CHANGE IN THE LIVES OF THE PEOPLE THEY ARE SERVING. IN ADDITION, EACH ORGANIZATION IS REQUIRED TO COMPLY WITH AN ANNUAL FINANCIAL CERTIFICATION PROCESS THAT IS CONDUCTED BY UWCC. RESULTS FROM AGENCY PROGRAMS FUNDED BY UWCC: THE GOALS OF EACH PROGRAM MUST BE CLEARLY TIED TO THE SPECIFIC OBJECTIVES IN THE FOUR FOCUS AREAS ASSOCIATED WITH IMPROVING ECONOMIC MOBILITY. THROUGH THIS DISCIPLINE, AGENCIES CONTINUALLY IMPROVE THEIR PROGRAMS, MAKING MEASURABLE AND LASTING CHANGE IN THE LIVES OF THE PEOPLE THEY ARE HELPING. CONSIDER THESE OUTCOMES FROM INVESTMENTS IN AGENCY PROGRAMS: 89% OF CHILDREN IN UWCC PARTNER PROGRAMS RECEIVED QUALITY EARLY EDUCATION 85% OF INDIVIDUALS IN UWCC PARTNER PROGRAMS ACCESSED PRIMARY & SPECIALTY CARE 94% FAMILIES AND INDIVIDUALS IN UWCC PARTNER PROGRAMS BUILT SAVINGS & ASSETS 90% OF INDIVIDUAL IN UWCC PARTNER PROGRAMS AVOIDED HOMELESSNESS |
| FORM 990, PART III, LINE 2 | BEGINNING IN MARCH 2020, UWCC, IN COLLABORATION WITH FOUNDATION FOR THE CAROLINAS (FFTC), BEGAN A FUNDRAISING CAMPAIGN TO SUPPORT RELIEF EFFORTS AS A RESULT OF THE IMPACTS FROM THE COVID-19 PANDEMIC. AS OF JUNE 30, 2020, APPROXIMATELY $19,428,000 HAD BEEN RAISED TO SUPPORT RELIEF EFFORTS IN MECKLENBURG COUNTY AND $500,000 FOR THE BALANCE OF THE FIVE-COUNTY AREA. THESE FUNDS ARE REPORTED AS GRANTS AND CONTRIBUTIONS IN THE STATEMENT OF ACTIVITIES FOR THE YEAR ENDED JUNE 30, 2020. A COMMITTEE COMPOSED OF DONORS AND COMMUNITY LEADERS DIRECTED THE ALLOCATION PROCESS FOR MECKLENBURG COUNTY AND $14,988,000 HAD BEEN FUNDED OR WAS COMMITTED AS OF JUNE 30, 2020. UWCC RECEIVED NO FEE FOR THE ADMINISTRATION OF THESE FUNDS. |
| FORM 990, PART III, LINE 4A | MORE THAN 100 COMMUNITY VOLUNTEERS HELPED MAKE FUNDING DECISIONS DURING A RIGOROUS FIVE-MONTH PROCESS TO EVALUATE REQUESTS AND ENSURE GRANTS WERE DISTRIBUTED OBJECTIVELY AND ALIGNED WITH UWCC'S GOALS. THE COMMUNITY INVESTMENT PROCESS INCLUDES THREE FUNDING STREAMS: UNITED NEIGHBORHOODS IS CHANGING THE ODDS IN DISINVESTED COMMUNITIES BY SUPPORTING RESIDENT-DRIVEN REVITALIZATION EFFORTS THAT IMPROVE ECONOMIC MOBILITY, SO THAT A PERSON'S ZIP CODE NO LONGER DETERMINES THEIR FUTURE SUCCESS IN THE CHARLOTTE REGION. UWCC LAUNCHED UNITED NEIGHBORHOODS IN SEPTEMBER 2017 WITH AN INVESTMENT OVER THREE YEARS INTO THE GRIER HEIGHTS AND RENAISSANCE WEST NEIGHBORHOODS IN CHARLOTTE. THE INITIATIVE FOCUSES ON PARTNERSHIPS WITH RESIDENTS, COMMUNITY LEADERS, BUSINESSES, AND NONPROFITS, BACKED BY MULTI-YEAR FUNDING AND STAFF RESOURCES FROM UWCC. FROM 2018-2020, NEARLY TWO DOZEN COMMUNITY PARTNERS PROVIDED SUPPORT THROUGH THE UNITED NEIGHBORHOODS PROGRAM. WHETHER HELPING FAMILIES BECOME FINANCIALLY STABLE AND FIND AFFORDABLE HOUSING OR PREPARING CHILDREN TO ENTER SCHOOL READY TO READ AND LEARN, THE NEEDS OF THESE COMMUNITIES ARE UNIQUE. THAT SAME YEAR WE AWARDED SIX "BUILDING BLOCK GRANTS". THESE GRANTS SUPPORT NEIGHBORHOODS IN THE EARLY STAGES OF COMPREHENSIVE REVITALIZATION. GRANTS ARE FOCUSED ON BUILDING THE CAPACITY OF "COMMUNITY QUARTERBACK ORGANIZATIONS, FUNDING COMMUNITY ENGAGEMENT ACTIVITIES, AND COMPLETING RESIDENT-DRIVEN NEIGHBORHOOD PLANNING TO IDENTIFY NEEDS AND SOLUTIONS. UNITE CHARLOTTE SUPPORTS NEW AND GRASSROOTS ORGANIZATIONS THROUGH GRANTS AND CAPACITY-BUILDING ACTIVITIES FOCUSED ON IMPROVING RACIAL EQUITY AND INCREASING SOCIAL CAPITAL. THROUGH THIS INITIATIVE, UWCC SUPPORTS DOZENS OF SMALL AND GRASSROOTS ORGANIZATIONS THE MAJORITY FOUNDED AND LED BY PEOPLE OF COLOR. UNITE CHARLOTTE WAS FOUNDED AS A COLLABORATIVE EFFORT WITH OTHER LOCAL FUNDERS AND COMMUNITY LEADERS TO ADDRESS ISSUES THAT LED TO THE UNREST IN CHARLOTTE DURING THE FALL OF 2016. THROUGH THIS INITIATIVE, DOZENS OF SMALL ORGANIZATIONS WORKING OUTSIDE THE SPOTLIGHT TO SUPPORT AND EMPOWER DISINVESTED COMMUNITIES HAVE RECEIVED GRANTS RANGING FROM $5,000 TO $15,000, AS WELL AS CAPACITY-BUILDING TRAINING. UNITED WAY FUNDING, TECHNICAL ASSISTANCE AND GUIDANCE HELP TO STABILIZE AND GROW NONPROFITS, PREPARING THEM TO SECURE ADDITIONAL PUBLIC AND PRIVATE FUNDING. WE ALSO WORK TO STRENGTHEN THE LEADERSHIP CAPABILITIES WITHIN UNITE CHARLOTTE ORGANIZATIONS IN ORDER TO GROW A MORE DIVERSE AND INCLUSIVE PIPELINE OF LEADERS FOR CHARLOTTE'S NONPROFIT SECTOR. IMPACT GRANTS SUPPORT AGENCIES ACROSS OUR FIVE-COUNTY REGION THAT WORK COLLABORATIVELY TO PROVIDE COMPREHENSIVE AND COORDINATED SERVICES THAT WILL IMPROVE ECONOMIC MOBILITY AND ACHIEVE RESULTS GREATER THAN ANY SINGLE ORGANIZATION. UWCC SHIFTED ITS COMMUNITY IMPACT STRATEGY TWO YEARS AGO AND CONTINUES TO IMPLEMENT STRATEGIES IDENTIFIED BY THE CHARLOTTE-MECKLENBURG OPPORTUNITY TASK FORCE REPORT. UNITED WAY FOCUSES ON IMPROVING ECONOMIC MOBILITY THROUGH EDUCATION, HEALTH, AND FINANCIAL STABILITY WHILE SIMULTANEOUSLY FOCUSING ON BUILDING STRONGER NEIGHBORHOODS, INCREASING RACIAL EQUITY, AND IMPROVING THE SYSTEMS THAT SERVE OUR CHILDREN AND FAMILIES. CRITICAL NEEDS - UNITED WAY UNDERSTANDS THAT MANY PEOPLE ACROSS OUR FIVE-COUNTY SERVICE REGION ARE LIVING IN A CRISIS SITUATION EVERY DAY. UWCC IS COMMITTED TO CHANGING THAT BY PROVIDING FLEXIBLE FUNDING TO MORE THAN 100 NONPROFITS WORKING YEAR-ROUND TO MEET THE NEEDS OF OUR MOST VULNERABLE RESIDENTS. COVID-19 PANDEMIC: BEGINNING IN MARCH 2020, UWCC, IN COLLABORATION WITH FOUNDATION FOR THE CAROLINAS (FFTC), BEGAN A FUNDRAISING CAMPAIGN TO SUPPORT RELIEF EFFORTS AS A RESULT OF THE IMPACTS FROM THE COVID-19 PANDEMIC. AS OF JUNE 30, 2020, APPROXIMATELY $19,428,000 HAD BEEN RAISED TO SUPPORT RELIEF EFFORTS IN MECKLENBURG COUNTY AND $500,000 FOR THE BALANCE OF THE FIVE-COUNTY AREA. THESE FUNDS ARE REPORTED AS GRANTS AND CONTRIBUTIONS IN THE STATEMENT OF ACTIVITIES FOR THE YEAR ENDED JUNE 30, 2020. A COMMITTEE COMPOSED OF DONORS AND COMMUNITY LEADERS DIRECTED THE ALLOCATION PROCESS FOR MECKLENBURG COUNTY AND $14,988,000 HAD BEEN FUNDED OR WAS COMMITTED AS OF JUNE 30, 2020. UWCC RECEIVED NO FEE FOR THE ADMINISTRATION OF THESE FUNDS. LAKE ARBOR CRISIS: WHEN HUNDREDS OF LAKE ARBOR APARTMENT RESIDENTS IN WEST CHARLOTTE WERE SUDDENLY DISPLACED DUE TO UNSAFE LIVING CONDITIONS, UWCC RAISED $268,000 TO HELP WITH RENT, SECURITY DEPOSITS AND MOVING COSTS IN LESS THAN A MONTH. WE ALSO CONVENED A TEAM OF MORE THAN A DOZEN AGENCIES TO RELOCATE THE RESIDENTS TO AVOID BECOMING HOMELESS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE TAX PREPARER PRESENTS THE FORM 990 TO THE FINANCE AND AUDIT COMMITTEE FOR DETAILED REVIEW AND APPROVAL. THE ENTIRE FORM 990 IS EMAILED TO THE COMMITTEE SEVERAL DAYS IN ADVANCE OF THE REVIEW. ONCE APPROVED, THE ENTIRE FORM 990 IS EMAILED TO THE BOARD OF DIRECTORS FOR THEIR REVIEW AND COMMENT, AT LEAST SEVERAL DAYS BEFORE FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION REQUIRES ALL OFFICERS, DIRECTORS, AND KEY EMPLOYEES TO ANNUALLY DISCLOSE ANY CONFLICT OF INTEREST AND SIGN A CONFLICT OF INTEREST STATEMENT. THIS IS DONE AT THE FIRST BOARD MEETING OF THE YEAR. THE EXECUTIVE ASSISTANT TO THE EXECUTIVE DIRECTOR ENSURES THAT EACH BOARD MEMBERS SUBMITS THE FORM AND REPORTS CONFLICTS OF INTEREST TO THE EXECUTIVE DIRECTOR. IN THE EVENT OF A CONFLICT DURING THE YEAR, THAT BOARD MEMBER WILL RECUSE HIMSELF/HERSELF FROM ANY DISCUSSION OR VOTE. |
| FORM 990, PART VI, SECTION B, LINE 15 | WITH REGARD TO ALL OFFICERS OR KEY EMPLOYEES OF THE ORGANIZATION, A SEARCH FIRM WAS NOT USED IN EACH INSTANCE AT THE TIME OF THEIR HIRE. HOWEVER, SALARIES HAVE BEEN DETERMINED WITH REFERENCE TO NATIONAL AND REGIONAL SALARY SURVEYS FOR BOTH NON-PROFIT AND FOR-PROFIT ORGANIZATIONS OF SIMILAR SIZE AND SCOPE. BASED ON THESE SURVEYS, A RANGE OF SALARIES WAS DETERMINED FOR EACH LEVEL OF RESPONSIBILITY. WITHIN THAT RANGE, MERIT INCREASES HAVE BEEN PROVIDED FROM TIME TO TIME AS WARRANTED. |
| FORM 990, PART VI, SECTION C, LINE 18 | IN ADDITION TO POSTING THE FORM 990 ON ITS WEBSITE, THE ORGANIZATION MAKES ITS FEDERAL TAX RETURNS AVAILABLE FOR INSPECTION UPON REQUEST. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S FINANCIAL STATEMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE. THE CONFLICT OF INTEREST POLICY AND BYLAWS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PAGE 12, PART XII, LINE 2C | OVERSIGHT AND SELECTION PROCESS IS UNCHANGED FROM PRIOR YEAR. |
| FORM 990, PAGE 1, BOX G | GROSS RECEIPTS INCLUDES $6,969,064 IN PROCEEDS FROM THE SALE OF SECURITIES DUE TO REBALANCING OF THE ORGANIZATION'S INVESTMENT PORTFOLIO. |
| Software ID: | |
| Software Version: |