TY 2023 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/1099-NEC)
(1) Rebecca Melton...................................................................... President	38.00 ................. 0.00		X	109,727	17,243
(2) Elizabeth Starnes...................................................................... Director of Finance and HR Administ	38.00 ................. 0.00			68,350	8,787
(3) Dean Faile...................................................................... Director	1.00 ................. 0.00	X		0	0
(4) Lisa Cowart...................................................................... Chair	3.00 ................. 0.00	X	X	0	0
(5) Sabrina Gast...................................................................... Imm. Past Chair	3.00 ................. 0.00	X	X	0	0
(6) Kelly Coxe...................................................................... Director	1.00 ................. 0.00	X		0	0
(7) Stacey Moore...................................................................... Director	1.00 ................. 0.00	X		0	0
(8) Gina Jenkins...................................................................... Director	1.00 ................. 0.00	X		0	0
(9) Heather Mouzon...................................................................... Director	1.00 ................. 0.00	X		0	0
(10) Nicole Flippin...................................................................... Director	1.00 ................. 0.00	X		0	0
(11) Josh Nyegaard...................................................................... Director	1.00 ................. 0.00	X		0	0
(12) Geri Hopkins...................................................................... Director	1.00 ................. 0.00	X		0	0
(13) Tyson Blanton...................................................................... Director	1.00 ................. 0.00	X		0	0
(14) Bryan McDaniel...................................................................... Director	1.00 ................. 0.00	X		0	0
(15) Lorin Hamilton...................................................................... Treasurer	3.00 ................. 0.00	X	X	0	0
(16) Tiffany McCallum...................................................................... Director	1.00 ................. 0.00	X		0	0
(17) Scott Wallace...................................................................... Secretary	1.00 ................. 0.00	X	X	0	0

- TIN:

SCHEDULE A
(Form 990)

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

2023

Open to Public
Inspection

Name of the organization

United Way of York County SC

Employer identification number

57-0360058

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).)

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 33 1/3% 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 33 1/3% 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 on 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) 2023

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) 2019	(b) 2020	(c) 2021	(d) 2022	(e) 2023	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..	1,443,468	1,160,196	1,116,996	991,427	998,488	5,710,575
2	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf ....						0
3	The value of services or facilities furnished by a governmental unit to the organization without charge..						0
4	Total. Add lines 1 through 3	1,443,468	1,160,196	1,116,996	991,427	998,488	5,710,575
5	The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f) ..						0
6	Public support. Subtract line 5 from line 4.						5,710,575

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2019	(b) 2020	(c) 2021	(d) 2022	(e) 2023	(f) Total
7	Amounts from line 4..	1,443,468	1,160,196	1,116,996	991,427	998,488	5,710,575
8	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...	4,469	95,573	-65,250	43,279	14,824	92,895
9	Net income from unrelated business activities, whether or not the business is regularly carried on..						0
10	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..	4,095	5,326	1,706	14,050	3,517	28,694
11	Total support. Add lines 7 through 10						5,832,164

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

First 5 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 2023 (line 6, column (f) divided by line 11, column (f)) .........

97.920 %

Public support percentage for 2022 Schedule A, Part II, line 14 ...............

98.100 %

16a

33 1/3% support test—2023. 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—2022. 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—2023. 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—2022. 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) 2023

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) 2019	(b) 2020	(c) 2021	(d) 2022	(e) 2023	(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) 2019	(b) 2020	(c) 2021	(d) 2022	(e) 2023	(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 on 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 5 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 2023 (line 8, column (f) divided by line 13, column (f)) .........

Public support percentage from 2022 Schedule A, Part III, line 15 ...............

Section D. Computation of Investment Income Percentage

Investment income percentage for 2023 (line 10c, column (f) divided by line 13, column (f)) ......

Investment income percentage from 2022 Schedule A, Part III, line 17 .............

19a

33 1/3% support tests-2023. 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—2022. 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) 2023

Page 4

Part IV

Supporting Organizations

(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, of Part I, complete Sections A and B. If you checked box 12b, of Part I, complete Sections A and C. If you checked box 12c, of Part I, complete Sections A, D, and E. If you checked box12d, 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 lines 3b and 3c 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 box 12a or 12b in Part I, answer lines 4b and 4c 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 lines 5b and 5c 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) .

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

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 on 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 on 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) 2023

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 on lines 11b and 11c below, the governing body of a supported organization?

11a

A family member of a person described on 11a above?

11b

A 35% controlled entity of a person described on line 11a or 11b above? If “Yes” to 11a, 11b, or 11c, provide detail in Part VI.

11c

Section B. Type I Supporting Organizations

Yes

Did the officers, 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 line 2 above, 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 lines 2a and 2b 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 on line 2a, above 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 lines 3a and 3b 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?If "Yes" or "No", 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) 2023

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 0.015 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 0.035	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) 2023

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	1
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity	2
3 Administrative expenses paid to accomplish exempt purposes of supported organizations	3
4 Amounts paid to acquire exempt-use assets	4
5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI)	5
6 Other distributions (describe in Part VI). See instructions	6
7Total annual distributions. Add lines 1 through 6.	7
8 Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions	8
9 Distributable amount for 2023 from Section C, line 6	9
10 Line 8 amount divided by Line 9 amount	10

Section E - Distribution Allocations (see instructions)		(i) Excess Distributions	(ii) Underdistributions Pre-2023	(iii) Distributable Amount for 2023
1 Distributable amount for 2023 from Section C, line 6
2 Underdistributions, if any, for years prior to 2023 (reasonable cause required-- explain in Part VI). See instructions.
3 Excess distributions carryover, if any, to 2023:
a From 2018.......
b From 2019.......
c From 2020.......
d From 2021.......
e From 2022.......
fTotal of lines 3a through e
g Applied to underdistributions of prior years
h Applied to 2023 distributable amount
i Carryover from 2018 not applied (see instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.
4Distributions for 2023 from Section D, line 7:
$
a Applied to underdistributions of prior years
b Applied to 2023 distributable amount
c Remainder. Subtract lines 4a and 4b from line 4.
5 Remaining underdistributions for years prior to 2023, 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 2023. 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 2024. Add lines 3j and 4c.
8 Breakdown of line 7:
a Excess from 2019.....
b Excess from 2020.....
c Excess from 2021.....
d Excess from 2022.....
e Excess from 2023.....

Schedule A (Form 990) (2023)

Schedule A (Form 990) 2023

Page 8

Part VI

Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).

Facts And Circumstances Test

Return Reference	Explanation

Schedule A (Form 990) 2023

Additional Data

Software ID:	23017517
Software Version:	2023v5.1

- TIN:

Schedule B
(Form 990)

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

2023

Name of the organization

United Way of York County SC

Employer identification number

57-0360058

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) (2023)

Schedule B (Form 990) (2023) Page 2

Name of organization United Way of York County SC

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) (2023)

Schedule B (Form 990) (2023)

Page 3

Name of organization United Way of York County SC		Employer identification number 57-0360058

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) (2023)

Schedule B (Form 990) (2023)

Page 4


Name of organization United Way of York County SC			Employer identification number 57-0360058
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) (2023)

Additional Data

Software ID:	23017517
Software Version:	2023v5.1

- 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.
right arrow

Attach to Form 990.
right arrow

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

OMB No. 1545-0047

2022

Open to Public Inspection

Name of the organization

United Way of York County SC

Employer identification number

57-0360058

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 July 25, 2006, 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 right arrow

Number of states where property subject to conservation easement is located right arrow

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
right arrow

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

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 ......................... right arrow

(ii)

Assets included in Form 990, Part X ............................... right arrow

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 .......................... right arrow

Assets included in Form 990, Part X ............................... right arrow

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

Cat. No. 52283D

Schedule D (Form 990) 2022

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 ....	416,443	376,424	441,979	346,762	358,073
b	Contributions ...
c	Net investment earnings, gains, and losses	54,784	43,121	-62,052	98,298	6,640
d	Grants or scholarships ...
e	Other expenditures for facilities and programs ...					15,101
f	Administrative expenses ....	3,406	3,102	3,503	3,081	2,850
g	End of year balance ......	467,821	416,443	376,424	441,979	346,762

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

Board designated or quasi-endowment right arrow

100.000 %

Permanent endowment right arrow

Term endowment right arrow

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)

Yes

(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 ....	272,750	129,559	143,191
c	Leasehold improvements	65,530	25,120	40,410
d	Equipment ....	32,381	29,651	2,730
e	Other .....
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..				186,331

Schedule D (Form 990) 2022

Page 3

Part VII

Investments - Other 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
(A)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)

Part VIII

Investments - Program 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

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
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)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........				467,821

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









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) 2022

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	1,068,199
2	Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a	Net unrealized gains (losses) on investments ....	2a	51,370
b	Donated services and use of facilities .........	2b
c	Recoveries of prior year grants ...........	2c
d	Other (Describe in Part XIII.) ...........	2d
e	Add lines 2a through 2d .....................			2e	51,370
3	Subtract line 2e from line 1..................			3	1,016,829
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
c	Add lines 4a and 4b....................			4c
5	Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ......			5	1,016,829

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	966,881
2	Amounts included on line 1 but not on Form 990, Part IX, line 25:
a	Donated services and use of facilities .........	2a
b	Prior year adjustments ............	2b
c	Other losses ................	2c
d	Other (Describe in Part XIII.) ...........	2d
e	Add lines 2a through 2d....................		2e
3	Subtract line 2e from line 1...................		3	966,881
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
c	Add lines 4a and 4b.....................		4c
5	Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ......		5	966,881

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

Part V, Line 4: Intended uses of the endowment fund.

In 2011, the United Way of York County's Board of Directors established a Quasi-Endowment fund with The Foundation for the Carolinas. The purpose of the Quasi-Endowment fund is to give community donors an opportunity to offer legacy and planned gifts to support United Way Community Priority Impact initiatives aligned with Education, Financial Stability,Health, and Basic Needs. A Quasi-Endowment Fund is treated like an Endowed Gift Fund such that an annual spendable income is calculated and available for distribution. However, the United Way of York County's board has the authority to add and/or withdraw funds as needed based on needs of community.

Part X : FIN48 Footnote

The Organization has received a determination letter from the Internal Revenue Service (IRS) indicating it is a tax-exempt organization under Section 501(c) (3) of the Internal Revenue Code and is subject to federal income tax only on net unrelated business income. Management has determined that the Organization has no current obligations for unrelated business income tax. Accordingly, no provisions for federal and state income taxes are required.Accounting principles generally accepted in the United States of America require management to evaluate tax positions taken by the Organization and recognize a tax liability (or asset) if the Organization has taken an uncertain position that more likely than not would not be sustained upon examination by the IRS. Management has analyzed the tax position taken by the Organization, and has concluded that as of June 30, 2024 and 2023, there are no uncertain positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements. The Organization is subject to routine audits by taxing jurisdiction; however, there are currently no audits for any tax periods in progress. Management believes it is no longer subject to income tax examinations for tax years prior to 2020.

Schedule D (Form 990) 2022

Additional Data

Software ID:	23017517
Software Version:	2023v5.1

- 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

2023

Open to Public
Inspection

Name of the organization
United Way of York County SC

Employer identification number
57-0360058

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	(d) Amount of cash grant	(h) Purpose of grant or assistance
(1) A Fathers Way PO Box 1896 Lancaster,SC29721	57-1084669	25,000	Community Investment
(2) Alston Wilkes Society 3519 Medical Drive Columbia,SC29203	57-0477907	20,000	Community Investment
(3) Bethel Shelters 1232 Curtis Street Rock Hill,SC29730	85-1248085	30,000	Community Investment
(4) Childrens Attention Home PO Box 2912 Rock Hill,SC29732	57-0527092	20,261	Community Investment
(5) Habitat for Humanity of YC 825 N Anderson Road Rock Hill,SC29730	57-0861107	65,000	Community Investment
(6) Neffs Garage 2049 Woodcrest Circle Rock Hill,SC29730	88-1197748	5,900	Community Investment
(7) Pilgrims Inn PO Box 11328 Rock Hill,SC29731	57-0789205	10,065	Community Investment
(8) Rock Hill Sch Dist Fou PO Box 12286 Rock Hill,SC29731	57-0862203	25,000	Community Investment
(9) Victory Gardens International 546 S Cherry Rd Ste G-131 Rock Hill,SC29730	87-0825784	7,500	Community Investment
(10) York Co First Steps 507 E Black St PO Box 969 Rock Hill,SC29731	57-1097951	62,660	Community Investment, Childcare Gra
(11) York School District 1 PO Box 770 York,SC29745	57-0792932	26,190	Community Investment

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) 2023

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

Additional Supplemental Information

Agencies seeking direct funding through UWYC must meet eligibility and financial reporting requirements and demonstrate that their local programs meet identified needs and issues. Agencies approved for funding must submit quarterly financial and quarterly outcome reports to maintain accountability and transparency to receive funds. Agencies failing to submit reports in a timely manner may face penalty or forfeit remaining funds for noncompliance of Memorandum of Agreement. The Community Investment Process is a cost-effective way to evaluate agency program applications and to ensure that the people who live and work in the community served by UWYC are represented in funding decisions. The annual Community Investment process utilized 43 local volunteers that were assigned to teams that review program applications, make site visits to agencies, and interview agency leadership to make informed decisions and funding recommendations. Volunteers come from a wide array of business, government, health care, education, and other professions. UWYC trains these volunteers in evaluating program outcomes and reviewing agency financial information. This year we added volunteers that were experienced in financial stability. We specifically engaged individuals with expertise in financial literacy and workforce development. The volunteers examine key indicators related to program and agency performance as follows:1.The programs ability to serve a critical need within the community;2.The extent to which the outcomes are effective, client-focused measures of Community Program success and related to community priorities;3.The programs alignment with the UWYC financial stability indicators and4.The appropriateness of the service delivery strategies for the population receiving services.

Schedule I (Form 990) 2023

Additional Data

Software ID:	23017517
Software Version:	2023v5.1

- TIN:

SCHEDULE O
(Form 990)

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.
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2023

Open to Public
Inspection

Name of the organization

United Way of York County SC

Employer identification number

57-0360058

Return Reference	Explanation
Form 990, Part III, Line 4d	OTHER PROGRAM SERVICES 4: OTHER PROGRAM SERVICES 5:
Form 990, Part VI, Section B, Line 11b	The Tax Preparer presents the IRS Form 990 and Audit to the Audit Committee for review and then the Board of Directors for review. The Complete IRS Form 990 is emailed to the Audit Committee, Finance Committee and full Board of Directors prior to their respective meetings. Final signed copy of IRS Form 990 and date filed is emailed to full Board of Directors.
Form 990, Part VI, Section B, Line 12c	Conflict of Interest: All United Way paid staff receive the Conflict of Interest Policy on an annual basis and must disclose any potential conflict of interest. The President discloses any potential conflict of interest to the Board Chairman and Human Resource Task Force. UWYC's Board of Directors receive a Board Agreement form and Conflict of Interest Policy at the first board meeting of the year to establish their independence and determine potential conflict of interest situations. This document is reviewed by President and kept on file. Executive Committee is notified if potential situation arises. In addition, all Grant/Allocation Investment Team volunteers submit conflict of interest statements to allow team assignments that prevent conflict of interest in funding recommendations. All volunteers must disclose potential conflict of interest and recuse themselves from any action, which will be documented in official minutes.
Form 990, Part VI, Section B, Line 15a	Staff salaries and benefits comprising total compensation are reviewed annually as part of the regular budgeting forecast by the Finance Committee and the Human Resource Task Force. The Board of Directors must approve the budget recommendation including total compensation for all staff prior to start of new fiscal year. The President is responsible for annual evaluation of staff including performance review by supervisor. The HR Task Force reviewed Compensation Studies from United Way Worldwide Salary and Compensation Report Comparison of similar size and scope of other United Way organizations, South Carolina Association of Non-Profits, other non-profit IRS Form 990s and surveys from several local partner agencies. Based on these surveys, a range of salaries was determined for each level and responsibility. The HR Task Forces presented their recommendation to the full Board of Directors for approval. The President's performance and achievement of overall goals for the organization is evaluated annually by the HR Task Force and the Executive Committee of the Board of Directors. The full Board receives a summary of President's review and compensation.
Form 990, Part VI, Section C, Line 19	Public inspection of financial statements, governing documents and Conflict of Interest Policy: UWYC posts its most recent audited financial statements and IRS Form 990 on the organization's website www.unitedwayofyc.org. IRS form 990 is submitted to SC Secretary of State's Office of Charitable Organizations. Individuals may also call the UWYC office at 803-324-2735.
Financial Literacy Community indicators - time period 2015-2020	Indicator Current Actual Vale Current Trend Baseline % changeMedian Household Income $106,085 60.1%% working families earning$25,000 annually or less 19.4% -17.5% Poverty Rate 17.0% -14.3%Workforce Development Community Indicators - time period 2015-2020Measure Current Actual Value Current Trend Baseline % change% of those 25 years andover less than high school 7.8% -3.8% % of population (16+) who are unemployed 3.1% -2.8% % of working families earning $50,000 annually or less 19.4% -17.5% % of workforce in high demandsectors - Construction 7.0% 1.5% % of workforce in high demandsectors - Manufacturing 11.1% -2.0% % of workforce in high demandSectors Transportation andWarehousing, and utilities 5.9% 0.1%% of workforce in high demandSector Information 2.5% .3%% of workforce in high demand sectors -Educational services, and health care 20.4% 3.0%and social assistanceDesignations: During the Annual Community Campaign, donors identified some organizations or another United Way as a recipient of their donation. Designated dollars were paid to designees as pledges were paid throughout the year.
Form 990 Page 1 Part I Summary -	United Way of York County, SC (UWYC) Mission Statement is: Help 3,000 York County families achieve financial stability by 2030 As the backbone of our new issue-focused model, UWYC has set a Bold Goal to help 3,000 York County Families achieve financial stability by 2030. A financially stable family is one that can meet their needs without assistance. It is easy to be passionate about work that matters. To achieve the bold goal, UWYC has organized our impact work into five key areas:1. Community Investment Process2. Collaborative Programs and Services3. DEI Work4. Community Engagement5. Evaluation and Measurement UWYC believes that we can significantly move the needle in leading families towards financial stability by focusing on these five areas.
Form 990 Page 2 Part III Line 4a	Community Investment Process Continuation:The Community Investment Cabinet (CIC) consists of volunteers and United Way board members. The CIC evaluates the funding proposals in relationship to the board approved financial stability root cause indicators and potential for creating lasting change with available funds for program distribution. The CICs funding recommendation is acted upon and approved by UWYCs Board of Directors based on each years projected revenue results. We utilize an online platform, Community Force (CF), to collect grant applications and other reports. All agencies submitted their eligibility, application, and all reports via this system. CIC members reviewed and evaluated the agency applications via the CF system. This years allocation meetings were conducted via Zoom virtual meeting technology. CIC members and UWYC staff joined sessions with agency leaders to evaluate their program and learn more about their grant request.The Community Investment Process is a cost-effective way to evaluate agency program applications and to ensure that the people who live and work in the community served by UWYC are represented in funding decisions. The annual Community Investment process utilized 18 local volunteers that were assigned to teams that review program applications, complete agency evaluation rubrics and interview agency leadership to make informed decisions and funding recommendations. Volunteers come from a wide array of business, government, health care, education, and other professions. UWYC trains these volunteers in evaluating program outcomes and reviewing agency financial information. This year we added volunteers that were experienced in financial stability. We specifically engaged individuals with expertise in financial literacy and workforce development. The UWYC scoring system is designed to encourage reliable scoring of applications. The UWYC grant application scoring system uses a 9-point scale. In assigning their score, reviewers consider:Alignment with the Bold GoalThe financial capability of the agencyWhether the agency serves the Target PopulationThe extent to which the program uses an evidence-based model that can demonstrate how it meets a need in the target populationThe impact of the program on the Target PopulationThe quality of the demographic data provided by the agencySubmission of required documentationAlignment with one or more Special ConsiderationsThe following summarizes the Community Investment activities of United Way of York County as of June 30, 2024:1.Financial Stability Partner GrantsUWYC invested a total of $335,850 as part of our UWYC Grants this fiscal year. Our CIC provided $290,690 in Financial Stability Partner Grants to 12 agencies for the 2023-24 funding cycle from July 1, 2023, to June 30, 2024. The grant recipients were A Father's Way, Alston Wilkes Society, Bethel Shelters, Children's Attention Home, Habitat for Humanity, Pilgrims Inn, Rock Hill Schools Education Foundation, Safe Passage, United Way of York County, Victory Gardens' International, Dawn Johnson Empowers and York County First Steps, and York One Schools. United Way of York Countys Financial Stability partners served 1,201 individuals during the 2023-2024 funding cycle. These partners report quarterly on required metrics and the impact of this work can be found in Section 5, Evaluation and Measurement. They served clients in three specific areas: Financial Literacy, Workforce Development, and Economic and Family Support. In addition to our typical Financial Stability Partner Grants, UWYC provided the following additional grant opportunities as part of our 2023-24 cycle. a.Childcare Assistance Program: UWYC partnered with York County First Steps and York Technical College to provide Childcare Assistance for York Technical College students for as little as $5 per week. UWYC invested $37,660 in this program to provide assistance for 5 York Technical College students, covering the childcare tuition for their children for the entire academic year. b.Emergency Food and Shelter National Board Program : The Emergency Food and Shelter National Board Program (EFSP) is a federal program administered by the US Department of Homeland Securitys Federal Emergency Management Agency (FEMA) and has been entrusted through the McKinney-Vento Homeless Assistance Act (PL 100-77) to supplement and expand ongoing efforts to provide shelter, food and supportive services for the nations hungry and homeless, and people in economic crisis. The National Board selected United Way Worldwide to once again serve as Secretariat and Fiscal Agent to the National Board. In addition to representatives of National Board organizations, the authorization as revised (PL 102-550) in 1992 requires that a homeless or formerly homeless person be a member of each EFSP Local Board. York County is a funded jurisdiction under the following phase: Phase 41 and was awarded $96,399. UWYC is responsible for managing a local EFSP board whose role is to advertise the availability of funds, establish priorities among community needs, allocation of funds to non-profit and government emergency food and shelter agencies, and help monitor program compliance. UWYC provides staffing for administration of the York County jurisdiction and maintains a shared client database to prevent duplication of service. Local recipient organizations are: Clover Area Assistance Center and the Housing and Development Corporation of Rock Hill.c. Emergency Assistance: The UWYC's "Last Resort Fund" is dedicated to helping working individuals and families through an unexpected and unbudgeted expense or loss of income. Recipients of assistance must be employed, and expenses cannot be used for expenses such as prescriptions or funerals. Allowable expenses include rent, utilities, and other expenses deemed necessary in nature. Prior to approval of emergency fund assistance, clients must be able to demonstrate that the assistance will solve his or her existing problem and not just postpone it. In 2023, 9 clients were helped for a total of $9,078 in the following categories of need: rent, utilities, and transportation.
Form 990 Page 2 Part III Line 4b	Community Engagement a.Poverty Simulations: As part of our community engagement strategy, United Way of York County created and facilitated the Building Your Budget poverty simulation for 78 individuals in York County. Building Your Budget is an interactive in-person that builds understanding about how low-wage jobs affect individuals and families. UWYC created this simulation to help people better understand what it is like to have a low-wage job, by challenging the player to live on various low-wage incomes based on York County wages. The participants are asked to make tough decisions regarding the housing, transportation, food, childcare, and other major decisions for their families, all while facing unexpected challenges. b.Community Education: UWYC staff also engages our community by presenting data and statistics on working families in York County. These presentations for businesses, civic, and community groups provide a data-informed picture of the need for financial stability work in York County, and what UWYC is doing to meet that need. This year, our impact staff provided a community education presentation to 60 individuals.c.Self Sufficiency Standard: The United Way Association of South Carolina and the University of Washington have developed a measurement named the Self- Sufficiency Standard for South Carolina 2020 that reflects the wage rate required to meet mini-mum standards of living in South Carolina. The official poverty measurement, developed a half century ago, is now methodologically out of date and no longer accurately measures the ability to provide for oneself and ones family at best it measures deprivation. Throughout South Carolina, the Self-Sufficiency Standard shows that incomes well above the official federal poverty thresholds are nevertheless far below what is necessary to meet families basic needs, but no extras. For example, the food budget is only for groceries. It does not allow for any takeout or restaurant food, not even a pizza or an ice cream. The United Way of York County made an investment in this study that is reflective of York County families. The Self-Sufficiency Standard is a measurement of income adequacy that is based on the costs of basic needs for working families: housing, childcare, food, health care, transportation, and miscellaneous items, as well as the cost of taxes and the impact of tax-credits. The measurement describes how much income families of various sizes and compositions need to make ends meet without public or private assistance in each county in South Carolina which includes York County. UWYC staff and community members use this data to in-form our work.
Form 990 Page 2 Part III Line 4c	Collaborative Programs and ServicesMoney Works Financial Literacy Program: In partnership with The City of Rock Hill, United Way staff worked to develop a financial literacy program for Citizens of Rock Hill. Based on the FDIC's evidence-based curriculum, Money Smart, Money Works is a "choose your own path" program that allows clients to customize their experience based on their financial knowledge and skills, as well as their long-term goals. Each participant partners with a Money Works staff member to provide individual financial coaching and support and choose the modules that best suit their specific needs. The modules are:i.Module 1: Money Values & Influences ii.Module 2: Income & Expenses iii.Module 3: Spending & Saving Plan iv.Module 4: Bankingv.Module 5: Savingsvi.Module 6: Credit Reports & Scores vii.Module 7: Managing Debtviii.Module 8: Buying a Home ix.Module 9: Foreclosure Preventionx.Module 10: Building Your Financial FutureThe Money Works program is structured to provide financial education for working families. Through these individualized relationships, clients gain the skills necessary to make their financial goals a reality.UWYC is proud to also offer Mini Money Works to our workplace partners. Mini Money Works is a 30-minute-1-hour customized workplace presentation that covers the basics of a spending and saving plan, credit reports, managing debt, and building a financial future, providing a starting point for individuals to stop stressing about money and make their money work for them. Employees interested in diving deeper into their personal finances can sign up for the full Money Works program and continue to work with UWYC staff and partners to lessen their worries and gain the skills necessary to make their financial goals a reality. During the 2022-2023 fiscal year, UWYC staff presented Money Works Financial Wellness workshops to 586 individuals in York County.United Ways Call Center 2-1-1 : In September 2007, UWYC established this county-wide, federally designated calling code to provide local residents access to comprehensive information and referral for health and human services. United Ways 2-1-1 is a confidential and free service that is staffed 24/7 with an easy to remember number. 2-1-1 is accessible from both cell and land line telephones in York County. Callers are connected to our accredited call center in Aiken, SC, administered by the United Way Association of South Carolina. Certified call specialists make appropriate referrals to all area service providers in York County. In 2023-2024, 2,169 calls were received for York County, and more than 6,484 community needs were identified and referred to appropriate agencies and organizations. York County assisted 380 residents with their needs via text message. Rent assistance was the most requested need for York County residents, making up 23% of all calls to 2-1-1. Shelters and Electric assistance were the second and third most requested services, making up 13% and 11% of all calls, respectively. In 2023-24 fiscal year, more than 231,668 website visits were made.Letter Carriers Stamp Out Hunger Food Drive: Each year York County community residents participate in the annual Stamp Out Hunger Food Drive. UWYC partners with the National Association of Letter Carriers through our local post offices and coordinates with food banks that need their shelves restocked during critical summer months. Residents are encouraged to leave non-perishable food items by their mailbox for local mail carriers to pickup. In York County food items were only collected in Rock Hill, where residents donated 7,524.65 pounds of food. HOPE received 1,621 pounds and Pilgrims Inn received 1,185.5 pounds of food, Love N Cherish received 1,500 pounds of food, and The Salvation Army received 894 pounds of food. Innovative Strategies- Power to Thrive: UWYCs innovative Impact Strategy, Power to Thrive, removes barriers to help low-to-moderate income families more easily access and navigate services to reach financial stability. An Individuals path to self-sufficiency is often filled with obstacles that can slow or even prevent them from escaping poverty. We have a responsibility to focus our resources where the greatest impact can be made to eliminate the complex hurdles limiting families to simply survive instead of truly thriving. Power to Thrive implements UWYCs Three Cs: Champion, Connect, and Convene:i.Champion: Financial Stability Advocacy, United Way seeks to educate our community about the many barriers families face on their path to stability. We are in communication with local, state, and federal officials about policies and decisions that influence ones ability to be financially secure. ii.Connect: Financial Stability Grants, our impact work requires not only collaboration but also an investment in deeper relationships with our strategic partners. High impact organizations can apply for our financial stability grants on an annual basis. We utilize the Results-Based Accountability framework to hold our-selves and our partners accountable to collective impact outcomes that move the needle on our communitys challenges. iii.Convene: UWYCs Financial Stability Network, UWYC serves as a lead organization in convening partners to seamlessly connect families with organizations addressing common barriers to financial stability. This innovative approach relies on collaboration to provide case management and coaching to remove barriers and support families on a path to pursue their dreams of financial self-sufficiency. iv. Financial Stability Network: UWYC Staff worked with 14 participants during the 23-24 fiscal year. The Financial Stability Network (FSN) offers one-on-one centralized case management, financial coaching, and economic and family support services. Case managers meet with individuals to assess participants' needs and connect them with the needed resources to assist them in reaching their financial goals. Goals are set during the intake process and case managers and financial coaches work with individuals to assist them in reaching these goals. Goals are reviewed during each interaction with participant and assessments are revisited on a quarterly basis to track progress and to make improvements to program delivery as needed. Case management plays an important role in keeping families engaged in the program by removing short-term barriers that arise when families face a financial crisis. The Economic and Family Support Fund helps families deal with emergency situations that would otherwise derail their participation. For example, case managers may assist with utility bills, childcare costs, or lack of transportation. These crisis situations add stress to the family and divert attention from their long-term goals. By resolving crisis situations internally when they are brought to the attention of the case managers, families can remain on the path to financial stability without disruption. Additionally, the FSN is intentional about fostering working relationships with other agencies in the community to create a seamless referral network that best serves participants. Services include employment services and career advancement opportunities, financial education/coaching and asset building, and income support. Through these individualized relationships, participants gain the skills and resources necessary to make their financial and career plans a reality.
Form 990 Page 2 Part III Line 4d	DEI Work United Way of York County, SC, fights for greater opportunity for all and supports equality and freedom within our diverse community. York Countys history, from the Catawba Indian Nation dating back 6,000 years, to the Friendship 9 Jail, No Bail movement, is rich in diversity and the pursuit of equality. In honoring that history, United Way of York County is committed to providing services and assistance to the York County community that support a safe and healthy home for all.The present-day reality in the United States is that bias based on race/ethnicity, gender, gender identity, sexual orientation, age, and ALL other identities impacted by systemic, institutional, and historical barriers have created lasting inequities and pose ongoing barriers to enabling everyone to live the good life. United Way of York County, SC, recognizes that improving lives in the communities we serve means we must explicitly focus on removing these barriers for ALL community members, especially those whose voices have traditionally been marginalized.This pursuit includes addressing systems, policies, practices, belief systems, and attitudes that have served to privilege some and disenfranchise others. Only through an intentional focus on removing barriers can we aspire to create the conditions that allow everyone the opportunity to thrive. United Way of York County believes that every person deserves to be treated with dignity and respect. We must call out discrimination and demand its removal from our society; otherwise, we endorse the status quo and remain complicit.We believe that community challenges are sustainably solved when all groups come together. We work with residents and public and private partners to co-create solutions to ensure everyone has the resources, supports, opportunities, and networks they need to thrive. We stand in solidarity with community members and other oragnizations addressing disparities across our nation - and affirm our commitment to building and inclusive and equitable community in York County.We unequivocally denounce racism and ethnic discrimination because it undermines the well-being and vitality of our communities. We work consistently and intentionally to pursue equity by:-Leveraging an Equity Taskforce of community experts to provide strategies, best practices, and success measures to create more equitable communities.-Committing to becoming more diverse, inclusive, and equitable as an organization.-Partnering with and funding organizations that align with our racial equity values.-Utilizing data to ensure we positively impact communities of color and other marginzalied communities.-Equipping the UWYC staff, Board, and community partners with the skills and knowledge to inform and build equitable approaches to work and life.Evaluation and Measurementa.Results Based Accountability: United Way of York County implements a Results-Based Accountability model (RBA). The RBA model identifies both population and performance measures and is a simple, common-sense framework that everyone can understand. UWYC's funded partners report monthly on required performance measures that UWYC staff compiles to answer 3 questions: How much did we do? How well did we do it? and Is anyone better off? Population accountability organizes our work with partners to promote community well-being. In contrast, Performance Accountability organizes our work to have the greatest impact on our participants. What we do for our participants is our contribution to community impact. The data and transparency of the RBA model allows UWYC to hold partner agencies and internal reporting accountable for both the well-being of people and the performance of programs. The Results Based Accountability Results for the 2023-2024 Financial Stability Network Program and the 2023-2024 Financial Stability Partner Grants is below as well. i.Performance Measures: Organizations and programs can only be held accountable for the participants they serve. RBA helps organizations identify the role they play in community-wide impact by identifying specific participants who benefit from the services the organization provides.For programs and organizations, the performance measures focus on whether participants are better off as a result of your services. These performance measures also look at the quality and efficiency of these services. UWYC tracks the following performance measures in each of our impact areas: Financial Stability Network Pilot Program:How Much Did We Do? 8 clients engaged with financial coaching8 clients identified financial goals10 participants received incentives or support to overcome barriers14 participants are actively engaged in case management14 participants engaged in identifying/establishing personal goals8 participants created and are following a budgetHow Well Did We Do It?100% of participants reported the program met or exceeded expectations100% of participants report they would recommend the program100% of participants report the FSN staff was well prepared and knowledgeable14% of participants decreased their debt43% of participants demonstrated an increased knowledge in financial literacy43% demonstrate changes in their financial behaviorIs Anyone Better Off? 14 participants opened or maintain a checking/savings account3 participants increased their credit score3 participants maintain a minimum $300 balance in a savings account8 participants are actively following a budget2023-2024 Financial Stability Partner Grants:1.Financial Literacy: UWYCs Financial Literacy partners served 480 individuals so far this funding cycle. Our goal, in this first phase of funding, is for our Financial Literacy partners to track the number of participants who increase their knowledge of financial literacy practices and implement sound financial practices. How Much Did We Do? 480 individuals received some sort of Financial Literacy support406 Individuals took advantage of a financial literacy course or coachingHow Well Did We Do It? 74% of individuals completed their course or coaching programIs Anyone Better Off? 30 families decreased their debt57 families increased their asset ownership93 families reported that they have achieved financial stability 2. Underemployment: Our goal with Underemployment is to count the number of participants who are enrolled in job training programs in order to increase their wages. UWYCs Underemployment partners served 423 individuals. How Much Did We Do? 423 individuals received support with unemployment or underemployment77 individuals enrolled in a vocational degree, license, certificate or credential programHow Well Did We Do It? 36% of participants completed a soft skill training program58 individuals earned an OSHA certificationIs Anyone Better Off? 75 participants gained employment with 20 individuals earning more than $10 per hour16% increased their wages with 22 individuals earning more than $12.50 per hour3.Economic and Family Support: 298 families received support to address the additional barriers to financial stability beyond financial literacy and workforce development. How Much Did We Do?126 individuals received case management services76 individuals are actively taking steps in identifying and taking steps to achieving their goals. How Well Did We Do It?29% of participants successfully completed their program goals47 participants were referred to other providers or programs for wrap-around or continued services.Is Anyone Better Off?36% of participants received incentives or direct support to overcome barriers12% of participants received rent or mortgage assistance7% of participants received utility assistance16% of participants received transportation assistance8% of participants received childcare assistance39% of participants received food assistanceii.Population Measures: It is critical to identify powerful measures to determine the progress a community is making towards achieving Financial Stability. For communities, the measurements are known as community indicators and are usually collected by public agencies. UWYC tracks the following community indicators related to Financial Stability:
Form 990, Part 5, Line 1c - Reportable Payments	The organization had no reportable payments to a vendor requiring compliance with backup withholding rules, nor did they provide any reportable gaming, gambling, or winnings to a prize winner.

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

Cat. No. 51056K

Schedule O (Form 990) 2023

Additional Data

Software ID:	23017517
Software Version:	2023v5.1

- TIN:

SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service

Related Organizations and Unrelated Partnerships

Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
Attach to Form 990.
Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2023

Open to Public Inspection

Name of the organization

United Way of York County SC

Employer identification number

57-0360058

Part I

Identification of Disregarded Entities. Complete if the organization answered "Yes" on Form 990, Part IV, line 33.

(a) Name, address, and EIN (if applicable) of disregarded entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Total income	(e) End-of-year assets	(f) Direct controlling entity

Part II

Identification of Related Tax-Exempt Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	(g) Section 512(b)(13) controlled entity?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	Yes	No
(1)United Way Worldwide 701 North Fairfax Street Alexandria,VA22314 13-1635294	Improve lives by mobilizing the caring	VA	501(c)(3)	170(b)(1)(A) (vi)	N/A		No
(2)United Way Association of South Carolina 914 Richland Street Suite A 200 Columbia,SC29201 57-0515275	Maximize the capacity of local UWs	SC	501(c)(3)	509(a)(2)	N/A		No

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

Cat. No. 50135Y

Schedule R (Form 990) 2023

Page 2

Part III

Identification of Related Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, because it had one or more related organizations treated as a partnership during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(f) Share of total income	(g) Share of end-of-year assets	(h) Disproprtionate allocations?		(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?		(k) Percentage ownership
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No	(k) Percentage ownership

Part IV

Identification of Related Organizations Taxable as a Corporation or Trust. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)	(f) Share of total income	(g) Share of end-of-year assets	(h) Percentage ownership	(i) Section 512(b)(13) controlled entity?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)	(f) Share of total income	(g) Share of end-of-year assets	(h) Percentage ownership	Yes	No

Schedule R (Form 990) 2023

Page 3

Part V

Transactions With Related Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.

Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.

Yes

1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?

a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................

b Gift, grant, or capital contribution to related organization(s) ............................

c Gift, grant, or capital contribution from related organization(s) ............................

d Loans or loan guarantees to or for related organization(s) ............................

e Loans or loan guarantees by related organization(s) ............................

f Dividends from related organization(s) ............................

g Sale of assets to related organization(s) ............................

h Purchase of assets from related organization(s) ............................

i Exchange of assets with related organization(s) ............................

j Lease of facilities, equipment, or other assets to related organization(s) .......................

k Lease of facilities, equipment, or other assets from related organization(s) ......................

l Performance of services or membership or fundraising solicitations for related organization(s) .....................

Yes

m Performance of services or membership or fundraising solicitations by related organization(s) .................

n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................

o Sharing of paid employees with related organization(s) ............................

p Reimbursement paid to related organization(s) for expenses ............................

q Reimbursement paid by related organization(s) for expenses ............................

r Other transfer of cash or property to related organization(s) ............................

s Other transfer of cash or property from related organization(s) ............................

If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.

(a) Name of related organization	(b) Transaction type (a-s)	(c) Amount involved	(d) Method of determining amount involved
(1) United Way Worldwide	l	12,520	FMV
(2) United Way Association of South Carolina	l	4,216	FMV

Schedule R (Form 990) 2023

Page 4

Part VI

Unrelated Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 37.

Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.

(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(e) Are all partners section 501(c)(3) organizations?		(f) Share of total income	(g) Share of end-of-year assets	(h) Disproprtionate allocations?		(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?		(k) Percentage ownership
(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	Yes	No	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No	(k) Percentage ownership

Schedule R (Form 990) 2023

Page 5

Part VII

Supplemental Information

Provide additional information for responses to questions on Schedule R. See instructions.

Return Reference	Explanation

Schedule R (Form 990) 2023

Additional Data

Software ID:	23017517
Software Version:	2023v5.1

1	Briefly describe the organization’s mission or most significant activities: See Schedule O
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	18
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	18
5	Total number of individuals employed in calendar year 2023 (Part V, line 2a) ......	5	7
6	Total number of volunteers (estimate if necessary) .............	6	249
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	0
b	Net unrelated business taxable income from Form 990-T, Part I, line 11 .........	7b

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	991,427	998,488
9	Program service revenue (Part VIII, line 2g) .........		0
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	43,279	14,824
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	14,050	3,517
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	1,048,756	1,016,829
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	339,638	305,634
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)	453,280	470,613
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....		0
b	Total fundraising expenses (Part IX, column (D), line 25) 66,977
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	193,269	190,634
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	986,187	966,881
19	Revenue less expenses. Subtract line 18 from line 12.......	62,569	49,948
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	1,633,276	1,732,412
21	Total liabilities (Part X, line 26).............	5,718	3,536
22	Net assets or fund balances. Subtract line 21 from line 20.....	1,627,558	1,728,876

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 493,513 including grants of $ ) (Revenue $ )
	Community Investment Process: Agencies seeking direct funding through UWYC must meet eligibility and financial reporting requirements and demonstrate that their local programs meet identified needs and issues. Agencies approved for funding must submit quarterly financial and quarterly outcome reports to maintain accountability and transparency to receive funds. Agencies failing to submit reports in a timely manner may face penalty or forfeit remaining funds for noncompliance of Memorandum of Agreement. The Community Investment Cabinet, along with local volunteers ensure that these requirements are met by all funded partners. See SCHEDULE O for additional program detail.

4b	(Code: ) (Expenses $ 217,454 including grants of $ ) (Revenue $ )
	Community Engagement Poverty Simulations: As part of our community engagement strategy, United Way of York County facilitated the Spent virtual poverty simulation for 78 individuals in York County. Building Your Budget is an interactive in-person that builds understanding about how low-wage jobs affect individuals and families. See SCHEDULE O for additional program detail.

4c	(Code: ) (Expenses $ 121,477 including grants of $ ) (Revenue $ )
	Collaborative Programs and ServicesThese programs include the following: Money Works Financial Literacy Program; United Way's Call Center 2-1-1; Letter Carriers' "Stamp Out Hunger" Food Drive; Innovative Strategies; Power to ThriveSee SCHEDULE O for additional program detail.

4d	Other program services (Describe in Schedule O.)
	(Expenses $ 35,751 including grants of $ ) (Revenue $ )
4e	Total program service expenses868,195

1b	Sub-Total..............
c	Total from continuation sheets to Part VII, Section A..
d	Total (add lines 1b and 1c).........	178,077	26,030

(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/1099-NEC)	(E) Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)	(F) Estimated amount of other compensation from the organization and related organizations
(A) Name and title
(18) Dewayne Alford........................................................................ Director	1.00 .......................0.00	X		0	0	0
(19) Patrick White........................................................................ Director	1.00 .......................0.00	X		0	0	0
(20) Frank Robards III........................................................................ Vice Chair	3.00 .......................0.00	X	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 0

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

f	All other contributions, gifts, grants, and similar amounts not included above		1f	998,488

g	Noncash contributions included in lines 1a - 1f:$		1g	1,821

h Total. Add lines 1a-1f.......		998,488

		Business Code
2a
b
c
d
e
f	All other program service revenue.
g	Total. Add lines 2a–2f .....		0

3 Investment income (including dividends, interest, and othersimilar amounts) ......			14,824	14,824
4 Income from investment of tax-exempt bond proceeds			0
5 Royalties...........			0
			(i) Real	(ii) Personal
6a	Gross rents	6a
b	Less: rental expenses	6b
c	Rental income or (loss)	6c
d	Net rental income or (loss).......			0
			(i) Securities	(ii) Other
7a	Gross amount from sales of assets other than inventory	7a
b	Less: cost or other basis and sales expenses	7b
c	Gain or (loss)	7c
d	Net gain or (loss).........			0
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..			0
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..			0
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..			0

Business Code
11a	Miscellaneous Income			267	267
b	Reimburse - Other UW			3,250	3,250
c
d	All other revenue ....
e	Total. Add lines 11a–11d ......			3,517
12	Total revenue. See instructions.....			1,016,829	18,341

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....	305,634	305,634
2	Grants and other assistance to domestic individuals. See Part IV, line 22 ...........	0
3	Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............	0
4	Benefits paid to or for members .......	0
5	Compensation of current officers, directors, trustees, and key employees ...........	193,839	142,280	14,976	36,583
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........	0
7	Other salaries and wages........	187,581	182,386	2,385	2,810
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	0
9	Other employee benefits .......	56,742	56,314	233	195
10	Payroll taxes ...........	32,451	28,232	1,298	2,921
11	Fees for services (non-employees):
a	Management ......	0
b	Legal .........	0
c	Accounting ...........	0
d	Lobbying ...........	0
e	Professional fundraising services. See Part IV, line 17	0
f	Investment management fees ......	0
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)	18,157	10,008	8,149
12	Advertising and promotion ....	431	431
13	Office expenses .......	0
14	Information technology ......	0
15	Royalties ..	0
16	Occupancy ...........	0
17	Travel ............	1,101	902	37	162
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .	0
19	Conferences, conventions, and meetings ....	17,122	16,329	284	509
20	Interest ...........	0
21	Payments to affiliates .......	15,605	13,576	625	1,404
22	Depreciation, depletion, and amortization ..	8,330	7,247	333	750
23	Insurance ...	12,239	10,648	508	1,083
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	Repairs and Maintenance	36,594	28,918	1,274	6,402
b	Direct Costs	26,063	26,063
c	Utilities	16,754	14,576	670	1,508
d	Supplies	9,207	6,612	282	2,313
e	All other expenses	29,031	18,039	655	10,337
25	Total functional expenses. Add lines 1 through 24e	966,881	868,195	31,709	66,977
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 ........			99,664	1	109,559
2	Savings and temporary cash investments .........			564,763	2	620,837
3	Pledges and grants receivable, net ......				3	42,000
4	Accounts receivable, net .............			349,955	4	297,940
5	Loans and other receivables from 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	0
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	0
7	Notes and loans receivable, net ...........				7	0
8	Inventories for sale or use ............				8	0
9	Prepaid expenses and deferred charges ......			7,790	9	7,924
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	370,661
b	Less: accumulated depreciation	10b	184,330	194,661	10c	186,331
11	Investments—publicly traded securities .				11	0
12	Investments—other securities. See Part IV, line 11 .....				12	0
13	Investments—program-related. See Part IV, line 11 ..				13	0
14	Intangible assets ...............				14	0
15	Other assets. See Part IV, line 11 ...........			416,443	15	467,821
16	Total assets. Add lines 1 through 15 (must equal line 33)...			1,633,276	16	1,732,412

17	Accounts payable and accrued expenses .....	5,718	17	3,536
18	Grants payable ...		18
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..	5,718	26	3,536

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........	1,617,558	27	1,724,551
28	Net assets with donor restrictions ...........	10,000	28	4,325
	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 ...........	1,627,558	32	1,728,876
33	Total liabilities and net assets/fund balances ........	1,633,276	33	1,732,412