Form990


Department of the TreasuryInternal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
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OMB No. 1545-0047
2021
Open to Public Inspection
A For the 2021 calendar year, or tax year beginning 07-01-2022 , and ending 06-30-2023
BCheck if applicable:
CName of organization
UNITED WAY OF GREATER CHARLOTTE INC
 
 
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
601 E FIFTH ST 350
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHARLOTTE, NC28202
D Employer identification number

56-0529948
E Telephone number

G Gross receipts $ 21,301,840
F Name and address of principal officer:
LAURA YATES CLARK
601 E FIFTH ST 350
CHARLOTTE,NC28202
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.UNITEDWAYGREATERCLT.ORG
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. See instructions.
H(c)
Group exemption number MediumBullet  
K Form of organization:  
L Year of formation: 1958
M State of legal domicile: NC
Part I
Summary
Activities  & Governance 1 Briefly describe the organization’s mission or most significant activities: UNITED WAY USES COLLECTIVE GIVING TO ADVANCE ECONOMIC MOBILITY AND RACIAL EQUITY, PRIMARILY THROUGH NEIGHBORHOOD-BASED, GRASSROOTS AND RESPONSIVE SOLUTIONS. AT UNITED WAY, WE FIND FRESH SOLUTIONS TO SOLVE ECONOMIC MOBILITY AND RACIAL INEQUITY, WORKING HAND IN HAND WITH NEIGHBORHOODS AND GRASSROOTS NONPROFITS. WITHIN OUR COMMUNITY, WE'VE BROKEN DOWN BARRIERS TO CREATE UNIQUELY IMPACTFUL PROGRAMS THAT HELP LIFT PEOPLE OUT OF POVERTY.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 27
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 27
5 Total number of individuals employed in calendar year 2021 (Part V, line 2a) ...... 5 30
6 Total number of volunteers (estimate if necessary) ............. 6 2,029
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 0
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 22,944,285 20,245,701
9 Program service revenue (Part VIII, line 2g) ......... 59,551 76,226
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 632,369 555,834
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 614,934 2,303
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 24,251,139 20,880,064
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 15,652,010 13,838,753
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 3,127,631 3,665,647
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet1,807,942    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 2,066,747 3,291,613
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 20,846,388 20,796,013
19 Revenue less expenses. Subtract line 18 from line 12....... 3,404,751 84,051
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 28,665,296 30,441,279
21 Total liabilities (Part X, line 26)............. 6,892,042 7,814,121
22 Net assets or fund balances. Subtract line 21 from line 20..... 21,773,254 22,627,158
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name MediumBullet

Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ..........
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y Form 990 (2021)
Form 990 (2021)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III..............
1
Briefly describe the organization’s mission: UNITED WAY USES COLLECTIVE GIVING TO ADVANCE ECONOMIC MOBILITY AND RACIAL EQUITY, PRIMARILY THROUGH NEIGHBORHOOD-BASED, GRASSROOTS AND RESPONSIVE SOLUTIONS.CONTINUED ON SCHEDULE O.UNITED WAY WAS FOUNDED 90 YEARS AGO IN MECKLENBURG COUNTY AS "EMERGENCY RELIEF" TO HELP PEOPLE AFFECTED BY THE GREAT DEPRESSION THROUGH THE POWER OF COLLECTIVEGIVING.WE WORK AS A FOCUSED, COLLABORATIVE TEAM WITHIN GREATER CHARLOTTE, DEVELOPING TAILORED SOLUTIONS FOR EACH PART OF OUR REGION TO ADDRESS ECONOMIC MOBILITY. SERVING ANSON, CABARRUS, MECKLENBURG AND UNION COUNTIES, OUR ACTIONS ALIGN WITH THE STRATEGIES IDENTIFIED BY RESIDENTS OF THOSE COMMUNITIES.LEADERSHIP: COLLABORATING WITH LOCAL GOVERNMENT AGENCIES, BUSINESSES, FAITH COMMUNITIES, DONORS AND VOLUNTEERS TO MOBILIZE RESOURCES QUICKLY AND EFFICIENTLY AND ADVANCE LASTING SOLUTIONS, UNITED WAY IS ENSURING THE MOST VULNERABLE POPULATIONS HAVE THE OPPORTUNITY TO ACHIEVE ECONOMIC MOBILITY.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? .....................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program
services? ...........................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 7,857,234 including grants of $ 6,517,986 ) (Revenue $   )
GOVERNMENT GRANTS: UNITED WAY PARTNERS WITH THE CITY OF CHARLOTTE AND THE STATE OF NORTH CAROLINA TO DISTRIBUTE FUNDS TO ORGANIZATIONS AND COALITIONS THAT, TOGETHER, WORK TO END HOMELESSNESS.ADDRESSING HOMELESSNESS: DURING FY21 UNITED WAY BEGAN ADMINISTERING VARIOUS GOVERNMENT PROGRAMS THAT WERE ESTABLISHED LARGELY IN RESPONSE TO THE COVID-19 PANDEMIC. THESE PROGRAMS WERE FOCUSED ON SUPPORTING NON-PROFIT ORGANIZATIONS IN COMMUNITIES WE SERVE AS WELL AS VARIOUS PROGRAMS THAT ARE AIMED AT MOVING THOSE EXPERIENCING OR AT RISK OF HOMELESSNESS INTO HOUSING. UNITED WAY RECEIVES LITTLE OR NO COMPENSATION FOR PROVIDING SERVICES UNDER THESE ARRANGEMENTS.
4b (Code:   ) (Expenses $ 7,338,049 including grants of $ 6,090,736 ) (Revenue $   )
COMMUNITY INVESTMENT: THE COMMUNITY INVESTMENT PROCESS FOCUSES ON ECONOMIC MOBILITY ACROSS THE REGION, WHILE ALSO HELPING PROVIDE A SAFETY NET FOR PEOPLE AND FAMILIES IN NEED. ANNUALLY, UNITED WAY OF GREATER CHARLOTTE INVESTS IN MORE THAN 100 LOCAL NONPROFIT AGENCIES AND INITIATIVES THROUGH THE FUNDING PROVIDED BY GENEROUS CORPORATE AND PRIVATE FOUNDATIONS, THE PUBLIC SECTOR, AND INDIVIDUAL DONORS.(CONTINUED ON SCHEDULE O) UNITED WAY TAILORS ITS COMMUNITY INVESTMENT PROCESS TO THE ASSETS, STRENGTHS AND NEEDS OF EACH COUNTY IN OUR FOUR-COUNTY FOOTPRINT. IN MECKLENBURG COUNTY, UNITED WAY FUNDS TWO INITIATIVES:1) UNITED NEIGHBORHOODS IS CHANGING THE ODDS IN DISINVESTED COMMUNITIES BY SUPPORTING RESIDENT-DRIVEN NEIGHBORHOOD REVITALIZATION EFFORTS THAT IMPROVE ECONOMIC MOBILITY SO THAT A PERSON'S ZIP CODE NO LONGER DETERMINES THEIR FUTURE SUCCESS IN THE CHARLOTTE REGION. UNITED WAY LAUNCHED UNITED NEIGHBORHOODS IN SEPTEMBER 2017 WITH AN INVESTMENT OVER THREE YEARS INTO THE GRIER HEIGHTS AND RENAISSANCE WEST NEIGHBORHOODS IN CHARLOTTE. WE EXPANDED TO THE LAKEVIEW NEIGHBORHOOD IN FY22. IN FY23, UNITED WAY DEEPENED OUR COMMITMENT TO UNITED NEIGHBORHOODS, INVESTING $4.9M IN 50+ HISTORICALLY DISINVESTED NEIGHBORHOODS IN THE CITY OF CHARLOTTE, AND IN NORTHERN MECKLENBURG COUNTY.UNITED NEIGHBORHOODS FOCUSES ON PARTNERSHIPS WITH RESIDENTS, COMMUNITY LEADERS, BUSINESSES, AND NON-PROFITS, BACKED BY MULTI-YEAR FUNDING AND STAFF RESOURCES FROM UNITED WAY. FROM FY18 TO FY22, NEARLY 50 COMMUNITY PARTNERS PROVIDED SUPPORT THROUGH THE UNITED NEIGHBORHOODS PROGRAM. IN FY23, 50 NEIGHBORHOOD RESIDENTS PARTICIPATED IN THE GRANT REVIEW PROCESS, SELECTING THE ORGANIZATIONS THAT WOULD RECEIVE FUNDING TO PROVIDE SERVICES WITHIN THEIR COMMUNITIES. THE PROGRAM ASSISTS THE COMMUNITIES WITH HELPING FAMILIES BECOME FINANCIALLY STABLE, FIND AFFORDABLE HOUSING, AND PREPARE CHILDREN TO ENTER SCHOOL READY TO READ AND LEARN.UNITED NEIGHBORHOODS ALSO SUPPORTS NEIGHBORHOODS THAT ARE IN THE EARLY STAGES OF COMPREHENSIVE REVITALIZATION WITH "BLOCK BUILDING GRANTS." THESE GRANTS ARE FOCUSED ON BUILDING THE CAPACITY OF "COMMUNITY QUARTERBACK ORGANIZATIONS, FUNDING COMMUNITY ENGAGEMENT ACTIVITIES AND COMPLETING RESIDENT-DRIVEN NEIGHBORHOOD PLANNING TO IDENTIFY NEEDS AND SOLUTIONS.2) UNITE CHARLOTTE SUPPORTS NEW AND GRASSROOTS ORGANIZATIONS THROUGH GRANTS AND CAPACITY-BUILDING ACTIVITIES FOCUSED ON IMPROVING RACIAL EQUITY AND ADVANCING ECONOMIC MOBILITY. THROUGH THIS INITIATIVE, UNITED WAY SUPPORTS DOZENS OF SMALL AND GRASSROOTS ORGANIZATIONS, THE MAJORITY AND FOUNDED AND LED BY PEOPLE OF COLOR.UNITE CHARLOTTE WAS FOUNDED AS A COLLABORATIVE EFFORT WITH OTHER LOCAL FUNDERS AND COMMUNITY LEADERS TO ADDRESS ISSUES THAT LED TO THE UNREST IN CHARLOTTE IN THE FALL OF 2016. THROUGH THIS INITIATIVE, DOZENS OF SMALL ORGANIZATIONS, WORKING OUTSIDE THE SPOTLIGHT TO SUPPORT AND EMPOWER DISINVESTED COMMUNITIES, HAVE RECEIVED GRANTS RANGING FROM $5,000 TO $60,000 AS WELL AS CAPACITY-BUILDING TRAINING.UNITED WAY FUNDING, TECHNICAL ASSISTANCE AND GUIDANCE HELP STABILIZE AND GROW NON-PROFITS, PREPARING THEM TO SECURE ADDITIONAL PUBLIC AND PRIVATE FUNDING. WE ALSO WORK TO STRENGTHEN THE LEADERSHIP CAPABILITIES WITHIN UNITE CHARLOTTE ORGANIZATIONS IN ORDER TO GROW A MORE DIVERSE AND INCLUSIVE PIPELINE OF LEADERS FOR CHARLOTTE'S NON-PROFIT SECTOR. IN FY23, 45 DEDICATED VOLUNTEERS PARTICIPATED IN THE GRANT REVIEW PROCESS, EVALUATING AGENCY APPLICATIONS TO IDENTIFY THOSE ORGANIZATIONS THAT CAN GENERATE THE GREATEST IMPACT.IN ANSON COUNTY, UNITED WAY FUNDING SUPPORTS ORGANIZATIONS ADDRESSING RESIDENTS' BASIC NEEDS, INCLUDING FOOD SECURITY, RENT AND UTILITY ASSISTANCE, AND HOUSING. RECOGNIZING THE IMPORTANCE OF PROVIDING CHILDREN AND YOUTH A PATHWAY OUT OF POVERTY, UNITED WAY ALSO SUPPORTED ORGANIZATIONS FOCUSED ON EARLY CHILDHOOD DEVELOPMENT AND YOUTH MENTORING. IN FY23, VOLUNTEERS AWARDED FUNDING TO SIX AGENCIES WORKING IN ANSON COUNTY.IN CABARRUS COUNTY, UNITED WAY'S INVESTMENTS SUPPORT A COLLABORATION BETWEEN MENTAL HEALTH PROFESSIONALS AND COMMUNITY ORGANIZATIONS. BROADLY, THE COLLABORATIVE'S GOALS ARE TO REDUCE STIGMA AROUND MENTAL HEALTH, PREPARE INDIVIDUALS TO RESPOND TO MENTAL HEALTH CRISES, AND PROVIDE RESOURCES TO SUPPORT MENTAL WELLNESS. IN FY23, VOLUNTEERS AWARDED FUNDING TO SIX AGENCIES WORKING IN CABARRUS COUNTY.IN UNION COUNTY, UNITED WAY'S FUNDING SUPPORTS ORGANIZATIONS ADDRESSING A RANGE OF CRITICAL NEEDS, INCLUDING EDUCATION ACCESS AND QUALITY, HEALTHCARE ACCESS AND QUALITY, AND ECONOMIC STABILITY, INCLUDING HOUSING, EMPLOYMENT, AND FOOD SECURITY. UNITED WAY FUNDING ALSO ADDRESSES A CRITICAL GAP IN SERVICES IN UNION COUNTY BY FUNDING ORGANIZATIONS SUPPORTING PROGRAMS THAT OFFER VOCATIONAL TRAINING AND AFTER SCHOOL SUPPORT FOR YOUTH AND ADULTS LIVING WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES. IN FY23, VOLUNTEERS AWARDED FUNDING TO 15 AGENCIES WORKING IN UNION COUNTY.ACROSS ALL FOUR COUNTIES, UNITED WAY'S IMPACT STRATEGY ADVANCES RECOMMENDATIONS FROM THE CHARLOTTE-MECKLENBURG OPPORTUNITY TASK FORCE REPORT. UNITED WAY FOCUSES ON IMPROVING ECONOMIC MOBILITY THROUGH EDUCATION, HEALTH AND FINANCIAL STABILITY WHILE SIMULTANEOUSLY FOCUSING ON BUILDING STRONGER NEIGHBORHOODS, INCREASING RACIAL EQUITY AND IMPROVING THE SYSTEMS THAT SERVE CHILDREN AND FAMILIES.RESULTS FROM AGENCY PROGRAMS FUNDED BY UNITED WAY:- 25,041 CHILDREN ENROLLED IN UNITED WAY FUNDED PARTNER PROGRAMS RECEIVED HIGH QUALITY EARLY EDUCATION.- 4,382 STUDENTS ENROLLED IN UNITED WAY FUNDED PARTNER PROGRAMS SUCCEEDED ACADEMICALLY - 11,022 INDIVIDUALS PARTICIPATING IN UNITED WAY FUNDED PARTNER PROGRAMS ACCESSED HIGH QUALITY HEALTH OR MENTAL HEALTH CARE- 3,496 INDIVIDUALS ENROLLED IN UNITED WAY FUNDED PARTNER PROGRAMS IMPROVED THEIR JOB READINESS OR JOB SKILLSUNITED WAY'S BOARD APPROVES GRANT AWARDS ANNUALLY. GRANT FUNDING CYCLES GENERALLY BEGIN ON JANUARY 1 AND CONCLUDE ON DECEMBER 31. WE MAXIMIZE THE FUNDS PROVIDED BY DONORS BY DIRECTING THEM TOWARD CRITICAL PROGRAMS THAT ADVANCE ECONOMIC MOBILITY AND RACIAL EQUITY.
4c (Code:   ) (Expenses $ 1,230,031 including grants of $ 1,230,031 ) (Revenue $   )
DESIGNATIONS TO OTHER UNITED WAYS AND OTHER 501(C)(3) ORGANIZATIONS: DONORS MAY DIRECT THEIR CONTRIBUTIONS TO OUT OF AREA UNITED WAYS OR QUALIFIED TAX-EXEMPT ORGANIZATIONS THAT PROVIDE SERVICES IN THE AREAS OF HEALTH, HOUSING, AND CHILDREN AND YOUTH. THESE FUNDS ARE RAISED AND DISTRIBUTED BY OUR UNITED WAY TO THE ORGANIZATIONS.
(Code:   ) (Expenses $ 1,162,148 including grants of $   ) (Revenue $ 76,226 )
CRITICAL NEEDS: UNITED WAY OF GREATER CHARLOTTE UNDERSTANDS THAT MANY PEOPLE ACROSS THE FOUR-COUNTY REGION ARE LIVING IN A CRISIS SITUATION EVERY DAY. UNITED WAY IS COMMITTED TO CHANGING THAT BY PROVIDING FLEXIBLE FUNDING TO MORE THAN 100 NON-PROFITS WORKING YEAR-ROUND TO MEET THE NEEDS OF OUR MOST VULNERABLE RESIDENTS.2-1-1: NC 2-1-1 IS A SERVICE PROVIDED BY THE UNITED WAY OF NORTH CAROLINA AND IS NORTH CAROLINA'S RESOURCE FOR FREE INFORMATION AND REFERRAL SERVICES REGARDING HEALTH AND HUMAN SERVICES AND RESOURCES. NC 2-1-1 HAS A DATABASE OF OVER 19,000 RESOURCES, INCLUDING FOOD PANTRIES, HOMELESS SHELTERS, UTILITY AND RENTAL ASSISTANCE, HEALTH CLINICS, PRESCRIPTION DRUG ASSISTANCE, COUNSELING AND SUBSTANCE ABUSE SERVICES, CHILD CARE RESOURCES, SENIOR RESOURCES, RESOURCES FOR PERSONS WITH DISABILITIES AND MUCH MORE. VOLUNTEERISM: UNITED WAY GREATER CHARLOTTE'S VOLUNTEER ENGAGEMENT EFFORTS ALIGN WITH THE OVERALL STRATEGIC DIRECTION OF THE ORGANIZATION BY FOCUSING ON GENERATING REAL IMPACT FOR OUR PARTNER NONPROFIT AGENCIES AND RAISING REVENUE TO FURTHER OUR MISSION. SKILL-BASED VOLUNTEERING AND FEE-FOR-SERVICE MANAGED PROJECTS ARE THE PRIMARY AREAS OF EMPHASIS. THROUGH OUR WEBSITE, WE OFFER REFERRALS FOR INDIVIDUALS, GROUPS OR COMPANIES LOOKING FOR VOLUNTEER OPPORTUNITIES AND ENCOURAGE THEM TO MAKE ARRANGEMENTS DIRECTLY WITH THOSE AGENCIES LISTED. UNITED WAY ALSO ENGAGES VOLUNTEERS THROUGH BOARD/COMMITTEE AND COMMUNITY INVESTMENT VOLUNTEER OPPORTUNITIES.
4d Other program services (Describe in Schedule O.)
(Expenses $ 1,162,148 including grants of $   ) (Revenue $ 76,226 )
4e Total program service expensesMediumBullet17,587,462
Form 990 (2021)
Form 990 (2021)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule AClick to see attachment
List of Attached Documents:
// Content
.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors? See instructions. Click to see attachment
List of Attached Documents:
// Content
...
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part I.............
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part II.........
4
 
No
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Rev. Proc. 98-19? If "Yes," complete Schedule C, Part III..
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part IClick to see attachment
List of Attached Documents:
// Content
.........................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part IIClick to see attachment
List of Attached Documents:
// Content
....
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes,"
complete Schedule D,
Part IIIClick to see attachment
List of Attached Documents:
// Content
..............
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IVClick to see attachment
List of Attached Documents:
// Content
..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi endowments? If "Yes," complete Schedule D, Part V......
10
 
No
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X, as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10? If "Yes," complete
Schedule D,
Part VI. Click to see attachment
List of Attached Documents:
// Content
...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIClick to see attachment
List of Attached Documents:
// Content
.......
11b
Yes
 
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIIClick to see attachment
List of Attached Documents:
// Content
.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IXClick to see attachment
List of Attached Documents:
// Content
............
11d
Yes
 
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
List of Attached Documents:
// Content
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part XClick to see attachment
List of Attached Documents:
// Content
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year? If "Yes," complete
Schedule D, Parts XI and XII
Click to see attachment
List of Attached Documents:
// Content
......................
12a
Yes
 
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
List of Attached Documents:
// Content
12b
 
No
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States? .....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........
14b
 
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV.....
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I. See instructions. ....
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.....Click to see attachment
List of Attached Documents:
// Content
21
Yes
 
Form 990 (2021)
Form 990 (2021)
Page 4
Part IV
Checklist of Required Schedules (continued)
Yes
No
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........Click to see attachment
List of Attached Documents:
// Content
22
 
No
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5, about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment
List of Attached Documents:
// Content
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a...............
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds? ...............
24c
 
 
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I ....
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I.......................
25b
 
No
26
Did the organization report any amount on Part X, line 5 or 22 for receivables from or 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? If "Yes," complete Schedule L, Part II...........
26
 
No
27
Did the organization provide a grant or other assistance to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or employee thereof, a grant selection committee member, or to a 35% controlled entity (including an employee thereof) or family member of any of these persons?
If "Yes," complete
Schedule L, Part III.........................
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see the Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, key employee, creator or founder, or substantial contributor? If "Yes," complete Schedule L, Part IV......................
28a
 
No
b
A family member of any individual described in line 28a? If "Yes," complete Schedule L, Part IV.....
28b
 
No
c
A 35% controlled entity of one or more individuals and/or organizations described in line 28a or 28b? If "Yes," complete Schedule L, Part IV.....................
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..
29
 
No
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M .................
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II........................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I............
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1.........................
34
 
No
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
 
No
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2 ...
35b
 
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2.............
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VI
37
 
No
38
Did the organization complete Schedule O and provide explanations on Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V...........
Yes
No
1a
Enter the number reported in box 3 of Form 1096. Enter -0- if not applicable ..
1a
68
b
Enter the number of Forms W-2G included on line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
 
 
Form 990 (2021)
Form 990 (2021)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance (continued)
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
30
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file. See instructions.
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
 
No
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
 
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? ..
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? ..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions? ...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? ......................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? ....................
7a
 
No
b
If "Yes," did the organization notify the donor of the value of the goods or services provided? .....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? .........................
7c
 
No
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? ......................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? ..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds. Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? ........
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the sponsoring organization make any taxable distributions under section 4966?........
9a
 
 
b
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources. (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state? .........
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
15
Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? ....................
If "Yes," see the instructions and file Form 4720, Schedule N.
15
 
No
16
Is the organization an educational institution subject to the section 4968 excise tax on net investment income? ..
If "Yes," complete Form 4720, Schedule O.
16
 
No
17
Section 501(c)(21) organizations. Did the trust, any disqualified person, or mine operator engage in any activities that would result in the imposition of an excise tax under section 4951, 4952, or 4953? ..
If "Yes," complete Form 6069.
17
 
 
Form 990 (2021)
Form 990 (2021)
Page 6
Part VI
Governance, Management, and Disclosure. For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year
1a
27
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent
1b
27
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
 
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? .
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
 
No
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
 
No
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .......................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
Yes
 
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
Yes
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe on Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe on Schedule O how this was done...................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line 15a or 15b, describe the process on Schedule O. See instructions.
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the states with which a copy of this Form 990 is required to be filedMediumBullet
NC
18
Section 6104 requires an organization to make its Form 1023 (1024 or 1024-A, if applicable), 990, and 990-T (section 501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, address, and telephone number of the person who possesses the organization's books and records:
MediumBulletASCEND NONPROFIT SOLUTIONS601 E 5TH STREET SUITE 450   CHARLOTTE,NC28202 (704) 943-9400
Form 990 (2021)
Form 990 (2021)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See the instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (box 5 of Form W-2, Form 1099-MISC, and/or box 1 of Form 1099-NEC) of more than $100,000 from the
organization and any related organizations.

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

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

See the instructions for the order in which to list the persons above.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and title
(B)
Average hours per week (list any hours for related organizations below dotted line)
(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(D)
Reportable compensation from the organization (W-2/1099-MISC/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
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) AVALEEN CRAWFORD WILLIAMS......................................................................
FINANCE VICE CHAIR
3.00
.................
 
X   X       0 0 0
(2) BEAU FISHER......................................................................
BOARD DIRECTOR
1.00
.................
 
X           0 0 0
(3) BILL CURRENS......................................................................
BOARD VICE CHAIR
3.00
.................
 
X   X       0 0 0
(4) BRIAN MIDDLETON......................................................................
COMMUNITY IMPACT CHAIR
3.00
.................
 
X   X       0 0 0
(5) CATHY CAMPBELL......................................................................
CAMPAIGN CHAIR
3.00
.................
 
X   X       0 0 0
(6) DENA R DIORIO......................................................................
BOARD DIRECTOR
1.00
.................
 
X           0 0 0
(7) DENNIS WILLIAMS......................................................................
BOARD DIRECTOR
1.00
.................
 
X           0 0 0
(8) HANK ALSTON......................................................................
CABARRUS COUNTY CHAIR
3.00
.................
 
X   X       0 0 0
(9) HEATHER TAMOL......................................................................
BOARD DIRECTOR
1.00
.................
 
X           0 0 0
(10) HENDRICK ELLIS......................................................................
CAMPAIGN VICE CHAIR
3.00
.................
 
X   X       0 0 0
(11) JOHN FAGG......................................................................
BOARD DIRECTOR
1.00
.................
 
X           0 0 0
(12) KEITH GIDDENS......................................................................
BOARD DIRECTOR
1.00
.................
 
X           0 0 0
(13) JOE WALL......................................................................
FINANCE CHAIR
3.00
.................
 
X   X       0 0 0
(14) LULA JACKSON......................................................................
ANSON COUNTY CHAIR
3.00
.................
 
X   X       0 0 0
(15) MARCEL SOLOMON......................................................................
VOLUNTEER ADVISORY REP
1.00
.................
 
X           0 0 0
(16) MICHELE JULIANA......................................................................
BOARD DIRECTOR
1.00
.................
 
X           0 0 0
(17) MITCH GIBSON......................................................................
BOARD DIRECTOR
1.00
.................
 
X           0 0 0
Form 990 (2021)
Form 990 (2021)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and title
(B)
Average hours per week (list any hours for related organizations below dotted line)
(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(D)
Reportable compensation from the organization (W-2/1099-MISC/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
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) MYRA FOSTER........................................................................
BOARD DIRECTOR
1.00
.......................  
X           0 0 0
(19) PAMELA WIDEMAN........................................................................
BOARD DIRECTOR
1.00
.......................  
X           0 0 0
(20) RAJ NATARAJAN........................................................................
BOARD CHAIR
3.00
.......................  
X   X       0 0 0
(21) RHETT BROWN........................................................................
UNION COUNTY CHAIR
3.00
.......................  
X   X       0 0 0
(22) RON MESSENGER........................................................................
SECOND VICE CHAIR
3.00
.......................  
X   X       0 0 0
(23) SHAWN HEATH........................................................................
BOARD DIRECTOR
1.00
.......................  
X           0 0 0
(24) SIL GANZO........................................................................
PARTNER AGENCY REP
1.00
.......................  
X           0 0 0
(25) TODD PEARCE........................................................................
BOARD DIRECTOR
1.00
.......................  
X           0 0 0
(26) WILL ALSTON........................................................................
COMMUNITY IMPACT VICE CHAIR
3.00
.......................  
X   X       0 0 0
(27) WILL PITTS........................................................................
BOARD DIRECTOR
1.00
.......................  
X           0 0 0
(28) LAURA YATES CLARK........................................................................
PRESIDENT/CEO
50.00
.......................  
    X       344,750 0 28,723
(29) KATHRYN FIRMINSELLERS........................................................................
CHIEF IMPACT OFFICER
40.00
.......................  
    X       169,500 0 9,119
(30) CLINT HILL........................................................................
CHIEF DEVELOPMENT OFFICER
40.00
.......................  
    X       169,820 0 17,759
(31) KENDRA GREEN........................................................................
AVP OF DONOR OPERATIONS
40.00
.......................  
        X   113,798 0 5,997
(32) JAMESE IVY........................................................................
DIRECTOR NEIGHBORHOOD INITIATIVES
40.00
.......................  
        X   110,950 0 5,559
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)...........MediumBullet 908,818 0 67,157
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization MediumBullet5
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such
individual
...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address
(B)
Description of services
(C)
Compensation
ASCEND NONPROFIT SOLUTIONS

601 E 5TH ST STE 450
CHARLOTTE,NC28202
FINANCE AND HR SERVICES 298,887
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet1
Form 990 (2021)
Form 990 (2021)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue
(B)
Related or
exempt
function
revenue
(C)
Unrelated
business
revenue
(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, Grants, and OtherAmt Similar Amounts 1a Federated campaigns..1a 58,851
b Membership dues..1b  
c Fundraising events..1c  
d Related organizations1d  
e Government grants (contributions)1e 7,682,320
f All other contributions, gifts, grants, and similar amounts not included above1f 12,504,530
g Noncash contributions included in lines 1a - 1f:$ 1g  
h Total. Add lines 1a-1f.......MediumBullet 20,245,701
 Program Service RevenueAmt Business Code
2a NET ADMINISTRATIVE FEE 900099 32,617 32,617    
b
c
d
e
f All other program service revenue. 43,609 43,609    
g Total. Add lines 2a–2f .....MediumBullet 76,226
 OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ......MediumBullet 606,118     606,118
4 Income from investment of tax-exempt bond proceedsMediumBullet        
5 Royalties...........MediumBullet        
(ii) Personal (i) Real
6a Gross rents   2,303 6a
b Less: rental expenses   0 6b
c Rental income or (loss)   2,303 6c
d Net rental income or (loss).......MediumBullet 2,303     2,303
(ii) Other (i) Securities
7a Gross amount from sales of assets other than inventory   371,492 7a
b Less: cost or other basis and sales expenses   421,776 7b
c Gain or (loss)   -50,284 7c
d Net gain or (loss).........MediumBullet -50,284     -50,284
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..MediumBullet      
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..MediumBullet        
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..MediumBullet        
Business Code Miscellaneous Revenue
11a            
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet  
12 Total revenue. See instructions.....MediumBullet 20,880,064 76,226 0 558,137
Form 990 (2021)
Form 990 (2021)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX..............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII.
(A)
Total expenses
(B)
Program service expenses
(C)
Management and general expenses
(D)
Fundraising
expenses
1 Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 .... 13,838,753 13,838,753
2 Grants and other assistance to domestic individuals. See Part IV, line 22 ...........    
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............    
4 Benefits paid to or for members .......    
5 Compensation of current officers, directors, trustees, and key employees ........... 684,070 342,035 342,035  
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........        
7 Other salaries and wages........ 2,272,532 1,161,342 146,345 964,845
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 106,778 55,014 18,102 33,662
9 Other employee benefits ....... 365,246 188,181 61,922 115,143
10 Payroll taxes ........... 237,021 129,481 32,701 74,839
11 Fees for services (non-employees):        
a Management ......        
b Legal .........        
c Accounting ........... 71,104   71,104  
d Lobbying ...........        
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ......        
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 1,624,839 1,030,068 486,481 108,290
12 Advertising and promotion .... 115,464 63,331 24,705 27,428
13 Office expenses ....... 83,495 45,796 17,865 19,834
14 Information technology ...... 137,825 75,596 29,490 32,739
15 Royalties ..        
16 Occupancy ........... 434,697 231,142 78,407 125,148
17 Travel ............ 33,928 24,719 2,769 6,440
18 Payments of travel or entertainment expenses for any federal, state, or local public officials .        
19 Conferences, conventions, and meetings .... 26,651 18,794 211 7,646
20 Interest ...........        
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization .. 123,708 65,779 22,314 35,615
23 Insurance ...        
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 UNITED WAY DUES 295,928 183,581 43,599 68,748
b EVENTS 181,256 8,504 3,537 169,215
c VOLUNTEER EXPENSES 111,573 105,600 967 5,006
d MISCELLANEOUS 51,145 19,746 18,055 13,344
e All other expenses        
25 Total functional expenses. Add lines 1 through 24e 20,796,013 17,587,462 1,400,609 1,807,942
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2021)
Form 990 (2021)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX..............
(A)
Beginning of year
(B)
End of year
Assets 1 Cash–non-interest-bearing ........ 7,580,382 1 5,982,796
2 Savings and temporary cash investments ......... 84 2 20,010
3 Pledges and grants receivable, net ...... 8,264,733 3 8,207,638
4 Accounts receivable, net ............. 95,399 4 9,391
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  
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
  6  
7 Notes and loans receivable, net ...........   7  
8 Inventories for sale or use ............   8  
9 Prepaid expenses and deferred charges ...... 77,444 9 26,979
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 1,427,464
b Less: accumulated depreciation 10b 844,242 707,481 10c 583,222
11 Investments—publicly traded securities . 9,418,902 11 10,239,472
12 Investments—other securities. See Part IV, line 11 ..... 2,446,178 12 2,618,225
13 Investments—program-related. See Part IV, line 11 ..   13  
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ........... 74,693 15 2,753,546
16 Total assets. Add lines 1 through 15 (must equal line 33)... 28,665,296 16 30,441,279
Liabilities 17 Accounts payable and accrued expenses ..... 1,351,739 17 702,872
18 Grants payable ... 4,526,478 18 3,889,170
19 Deferred revenue ......... 329,190 19 100,386
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 684,635 25 3,121,693
26 Total liabilities. Add lines 17 through 25.. 6,892,042 26 7,814,121
Net Assets or Fund Balance Organizations that follow FASB ASC 958, check here MediumBullet and complete lines 27, 28, 32, and 33.
27 Net assets without donor restrictions .......... 18,372,656 27 18,905,349
28 Net assets with donor restrictions ........... 3,400,598 28 3,721,809
Organizations that do not follow FASB ASC 958, check here MediumBullet 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 ........... 21,773,254 32 22,627,158
33 Total liabilities and net assets/fund balances ........ 28,665,296 33 30,441,279
Form 990 (2021)
Form 990 (2021)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
20,880,064
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
20,796,013
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
84,051
4
Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..
4
21,773,254
5
Net unrealized gains (losses) on investments ...............
5
549,362
6
Donated services and use of facilities .................
6
220,491
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
0
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))
10
22,627,158
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII.............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain on
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?
3a
Yes
 
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
Yes
 
Form 990 (2021)
Form 990 (2021)
Additional Data


Software ID:  
Software Version:  
Form 990, Special Condition Description:
Special Condition Description
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
2022
Open to Public
Inspection
Name of the organization
UNITED WAY OF GREATER CHARLOTTE INC
 
Employer identification number

56-0529948
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.)
1
2
3
4
5
6
7
8
9
10
11
12
a
b
c
d
e
f
Enter the number of supported organizations ...............................  
g
Provide the following information about the supported organization(s).
(i) Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 10 above (see instructions)) (iv) Is the organization listed in your governing document? (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions)
Yes No
Total
 
   
For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.
Cat. No. 11285F
Schedule A (Form 990) 2022

Schedule A (Form 990) 2022
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) right arrow (a) 2018 (b) 2019 (c) 2020 (d) 2021 (e) 2022 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. 25,926,150 36,442,612 21,158,396 22,873,632 20,245,701 126,646,491
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3 25,926,150 36,442,612 21,158,396 22,873,632 20,245,701 126,646,491
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f) ..  
6 Public support. Subtract line 5 from line 4. 126,646,491
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2018 (b) 2019 (c) 2020 (d) 2021 (e) 2022 (f) Total
7 Amounts from line 4.. 25,926,150 36,442,612 21,158,396 22,873,632 20,245,701 126,646,491
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... 645,586 466,314 820,754 150,499 608,421 2,691,574
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..     675,000 614,088   1,289,088
11 Total support. Add lines 7 through 10 130,627,153
12
12
1,840,254
13
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
14
14
96.950 %
15
15
97.200 %
16a
33 1/3% support test—2022. 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
b
33 1/3% support test—2021. 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—2022. 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
b
10%-facts-and-circumstances test—2021. 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
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990) 2022

Schedule A (Form 990) 2022
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) right arrow (a) 2018 (b) 2019 (c) 2020 (d) 2021 (e) 2022 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose            
3 Gross receipts from activities that are not an unrelated trade or business under section 513 .....            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge            
6 Total. Add lines 1 through 5            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public support. (Subtract line 7c from line 6.)  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2018 (b) 2019 (c) 2020 (d) 2021 (e) 2022 (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.)..            
14
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
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
33 1/3% support tests-2022. 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
b
33 1/3% support tests—2021. 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
20
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) 2022

Schedule A (Form 990) 2022
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
No
1
Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.
1
 
 
2
Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).
2
 
 
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer lines 3b and 3c below.
3a
 
 
b
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.
3b
 
 
c
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.
3c
 
 
4a
Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked box 12a or 12b in Part I, answer lines 4b and 4c below.
4a
 
 
b
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.
4b
 
 
c
Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.
4c
 
 
5a
Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer 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).
5a
 
 
b
Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?
5b
 
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (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.
6
 
 
7
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) .
7
 
 
8
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).
8
 
 
9a
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons, as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.
9a
 
 
b
Did one or more disqualified persons (as defined 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.
9b
 
 
c
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.
9c
 
 
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
 
 
b
Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).
10b
 
 
Schedule A (Form 990) 2022

Schedule A (Form 990) 2022
Page 5
Part IV
Supporting Organizations (continued)
Yes
No
11
Has the organization accepted a gift or contribution from any of the following persons?
a
A person who directly or indirectly controls, either alone or together with persons described on lines 11b and 11c below, the governing body of a supported organization?
11a
 
 
b
A family member of a person described on 11a above?
11b
 
 
c
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
No
1
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.
1
 
 
2
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.
2
 
 
Section C. Type II Supporting Organizations
Yes
No
1
Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
 
 
Section D. All Type III Supporting Organizations
Yes
No
1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (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?
1
 
 
2
Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).
2
 
 
3
By reason of the relationship described in 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.
3
 
 
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer lines 2a and 2b below.
Yes
No
a
Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.
2a
 
 
b
Did the activities described 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.
2b
 
 
3
Parent of Supported Organizations. Answer lines 3a and 3b below.
a
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations?If "Yes" or "No", provide details in Part VI.
3a
 
 
b
Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.
3b
 
 
Schedule A (Form 990) 2022

Schedule A (Form 990) 2022
Page 6
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
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  
7
Schedule A (Form 990) 2022

Schedule A (Form 990) 2022
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 2022 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-2022
(iii)
Distributable
Amount for 2022
1 Distributable amount for 2022 from Section C, line 6  
2 Underdistributions, if any, for years prior to 2022 (reasonable cause required-- explain in Part VI).
See instructions.
 
3 Excess distributions carryover, if any, to 2022:
a From 2017.......  
b From 2018.......  
c From 2019.......  
d From 2020.......  
e From 2021.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2022 distributable amount  
i Carryover from 2017 not applied (see
instructions)
 
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.  
4Distributions for 2022 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2022 distributable amount  
c Remainder. Subtract lines 4a and 4b from line 4.  
5 Remaining underdistributions for years prior to
2022, 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 2022. 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 2023. Add lines
3j and 4c.
 
8 Breakdown of line 7:
a Excess from 2018.....  
b Excess from 2019.....  
c Excess from 2020.....  
d Excess from 2021.....  
e Excess from 2022.....  
Schedule A (Form 990) (2022)

Schedule A (Form 990) 2022
Page 8
Part VI
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Return Reference Explanation
SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: EXTINGUISHMENT OF DEBT - 2020 AMOUNT: $ 675,000. 2021 AMOUNT: $ 614,088. 2022 AMOUNT: $ 0.
Schedule A (Form 990) 2022


Additional Data


Software ID:  
Software Version:  
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2022
Name of the organization
UNITED WAY OF GREATER CHARLOTTE INC
 
Employer identification number

56-0529948
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that 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) (2022)
Schedule B (Form 990) (2022) Page 2
Name of organization
UNITED WAY OF GREATER CHARLOTTE INC
 
Employer identification number
56-0529948
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


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

$  


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

$  


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

$  


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

$  


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

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2022)
Schedule B (Form 990) (2022)
Page 3
Name of organization
UNITED WAY OF GREATER CHARLOTTE INC
 
Employer identification number

56-0529948
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) (2022)
Schedule B (Form 990) (2022)
Page 4
Name of organization
UNITED WAY OF GREATER CHARLOTTE INC
 
Employer identification number

56-0529948
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2022)
Additional Data


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SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
SchDMd Bullet Attach to Form 990.
SchDMd Bullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
Name of the organization
UNITED WAY OF GREATER CHARLOTTE INC
 
Employer identification number

56-0529948
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 ........    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ...................... 2a  
b Total acreage restricted by conservation easements .................... 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 7/25/06, and not on a historic structure listed in the National Register ... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............
6
Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................
9
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.
1a
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.
b
If the organization elected, as permitted under FASB ASC 958, to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:
(i)
Revenue included on Form 990, Part VIII, line 1 .........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under FASB ASC 958 relating to these items:
a
Revenue included on Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2021

Schedule D (Form 990) 2021
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b If "Yes," explain the arrangement in Part XIII and complete the following table: Amount
c Beginning balance ............................. 1c  
d Additions during the year ............................ 1d  
e Distributions during the year .......................... 1e  
f Ending balance ................................ 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....
Part V
Endowment Funds.
Complete if the organization answered "Yes" 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 .... 2,446,178 2,871,127 2,128,723 2,100,793 1,996,545
b Contributions ...   5,206 254,287 3,490 1,375
c Net investment earnings, gains, and losses 222,047 -410,538 514,706 48,581 125,982
d Grants or scholarships ...          
e Other expenditures for facilities
and programs ...
         
f Administrative expenses .... 50,000 19,617 26,589 24,141 23,109
g End of year balance ...... 2,618,225 2,446,178 2,871,127 2,128,723 2,100,793
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet51.420 %
b
Permanent endowment SchDMd Bullet48.580 %
c
Term endowment SchDMd Bullet  
The percentages on lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) Unrelated organizations .................
3a(i)
 
No
(ii) Related organizations .................
3a(ii)
 
No
b
If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment.
Complete if the organization answered "Yes" 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 ....        
c Leasehold improvements   796,505 275,520 520,985
d Equipment ....   630,959 568,722 62,237
e Other .....        
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..SchDMdBullet 583,222
Schedule D (Form 990) 2021

Schedule D (Form 990) 2021
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) POOLED FUNDS HELD BY UNITED WAY LEGACY FOUNDATION
2,618,225 F
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet 2,618,225
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.)Small Bullet  
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)OTHER RECEIVABLES 114,006
(2)RIGHT OF USE ASSET - OPERATING 2,639,540
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet 2,753,546
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  
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 3,121,693
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) 2021

Schedule D (Form 990) 2021
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 20,419,886
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a 549,362
b Donated services and use of facilities ......... 2b 220,491
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d -1,230,031
e Add lines 2a through 2d ..................... 2e -460,178
3 Subtract line 2e from line 1.................. 3 20,880,064
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 0
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 20,880,064
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 19,565,982
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 0
3 Subtract line 2e from line 1................... 3 19,565,982
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 1,230,031
c Add lines 4a and 4b..................... 4c 1,230,031
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 20,796,013
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: THE PURPOSE OF THE ORGANIZATION'S ENDOWMENT IS TO PROVIDE FINANCIAL SUPPORT TO GENERAL OPERATIONS AS WELL AS SPECIFIC PROGRAMS IDENTIFIED BY DONORS.
PART X, LINE 2: U.S. GAAP REQUIRES THE ORGANIZATION TO RECOGNIZE A TAX BENEFIT OR EXPENSE FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY THE TAX AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. MANAGEMENT BELIEVES THE ORGANIZATION HAD NO UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2023 AND 2022.
PART XI, LINE 2D - OTHER ADJUSTMENTS: DONOR DESIGNATIONS -1,230,031.
PART XII, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATIONS 1,230,031.
Schedule D (Form 990) 2021


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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
2022
Open to Public
Inspection
Name of the organization
UNITED WAY OF GREATER CHARLOTTE INC
 
Employer identification number
56-0529948
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient
that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government
(b) EIN (c) IRC section
(if applicable)
(d) Amount of cash grant (e) Amount of non-cash
assistance
(f) Method of valuation
(book, FMV, appraisal,
other)
(g) Description of
noncash assistance
(h) Purpose of grant
or assistance
(1) A BRIGHTER DAY- BND MINSITRIES
POST OFFICE BOX 681153
CHARLOTTE,NC28216
45-2814630 501(C)3 12,500 0     PROGRAM OPERATING COST
(2) A GIVING HEART PROJECT INC
10926 QUALITY DR POBOX 39048
CHARLOTTE,NC28278
82-4277215 501(C)3 12,500 0     PROGRAM OPERATING COST
(3) A SIGN OF THE TIMES OF THE CAROLINAS
6228 EAGLE PEAK DRIVE
CHARLOTTE,NC28203
27-4766220 501(C)3 10,500 0     PROGRAM OPERATING COST
(4) ACADEMIC LEARNING CENTER INC
2353 CONCORD LAKE ROAD
CONCORD,NC28025
56-1963975 501(C)3 9,750 0     PROGRAM OPERATING COST
(5) ADA JENKINS FAMILIES AND CAREERS DEVELOPMENT CENTER INC
PO BOX 1842
DAVIDSON,NC28036
56-1927067 501(C)3 157,600 0     PROGRAM OPERATING COSTSDONOR DESIGNATED FOR GENERAL SUPPORTRESTRICTED PROGRAM FUNDING TO ADVANCE CONTRACTED OUTCOMES
(6) AIM TO IMPACT
801 EAST MOREHEAD STREET
CHARLOTTE,NC28202
84-5115319 501(C)3 54,825 0     RESTRICTED PROGRAM FUNDING TO ACHIEVE CONTRACTED OUTCOMES
(7) ALLIANCE CENTER FOR EDUCATION INC
700 PARKWOOD AVENUECHARLOTTE NC
28203
CHARLOTTE,NC28215
56-0543244 501(C)3 12,500 0     PROGRAM OPERATING COST
(8) ALLUVIUM INC
701 MORRIS STREET
CHARLOTTE,NC28202
47-2378461 501(C)3 33,100 0     PROGRAM OPERATING COSTSRESTRICTED PROGRAM FUNDING TO ADVANCE CONTRACTED OUTCOMES
(9) AMITY MEDICAL GROUP INC
6010 EAST WT HARRIS BOULDVARDCHARLO
TE NC 28215
CHARLOTTE,NC28215
47-1195624 501(C)3 60,000 0     PROGRAM OPERATING COST
(10) ANOTHER CHANCE HOUSE OF REFUGE
1708 CHAMBERS DRMATTHEWS NC 28105
MATTHEWS,NC28105
84-3777471 501(C)3 12,500 0     PROGRAM OPERATING COST
(11) ANSON COUNTY HOMES OF HOPE
415 LEE AVENUE
WADESBORO,NC28170
82-4688778 501(C)3 5,125 0     PROGRAM OPERATING COST
(12) ANSON COUNTY PARTNERSHIP FOR CHILDREN
117 SOUTH GREENE STREET
WADESBORO,NC28170
56-1987729 501(C)3 8,605 0     PROGRAM OPERATING COSTSDONOR DESIGNATED FOR GENERAL SUPPORT
(13) ANTHONY MORROW CHARITIES
8640 UNIVERSITY CITY BLVD SUITE A3
204
CHARLOTTE,NC28213
27-2849928 501(C)3 20,000 0     PROGRAM OPERATING COST
(14) ANUVIA PREVENTION AND RECOVERY CENTER INC
100 BILLINGSLEY ROAD
CHARLOTTE,NC28211
56-0746601 501(C)3 66,291 0     RESTRICTED PROGRAM FUNDING TO ACHIEVE CONTRACTED OUTCOMES
(15) ASPIRE COMMUNITY CAPITAL
1800 CAMDEN ROAD
CHARLOTTE,NC28203
47-1562918 501(C)3 45,000 0     PROGRAM OPERATING COST
(16) AUGUSTINE LITERACY PROJECT-CHARLOTTE
115 WEST 7TH STREET
CHARLOTTE,NC28202
83-0822641 501(C)3 25,000 0     DONOR DESIGNATED FOR GENERAL SUPPORT
(17) BARRE BELLE
5643 TIPPERLINN WAYCHARLOTTE NC
28278
CHARLOTTE,NC28216
83-3468094 501(C)3 12,500 0     PROGRAM OPERATING COST
(18) BEATTIES FORD RD VOCATIONAL TRADE & FAMILY COUNSELING CENTER
1406 BEATTIES FORD RDCHARLOTTE NC
28216
CHARLOTTE,NC28216
81-4832881 501(C)3 44,729 0     PROGRAM OPERATING COSTRESTRICTED PROGRAM FUNDING TO ACHIEVE CONTRACTED OUTCOMES
(19) BEDS FOR KIDS
1800 CAMDEN ROAD SUITE 107-17
CHARLOTTE,NC28203
27-4153074 501(C)3 10,000 0     PROGRAM OPERATING COST
(20) BETA NU LAMBDA FOUNDATION (DBA BEAM FOUNDATION)
PO BOX 562663CHARLOTTE NC 28256
CHARLOTTE,NC28278
56-2012602 501(C)3 50,000 0     PROGRAM OPERATING COST
(21) BIG BROTHERS BIG SISTERS OF CENTRAL CAROLINAS
4822 ALBEMARLE ROAD SUITE 260
CHARLOTTE,NC28205
56-2264009 501(C)3 74,239 0     DONOR DESIGNATED (AND 3RD PARTY) FOR GENERAL SUPPORT
(22) BLACK SOCIAL CAPITAL INITIATIVE INC
400 HERMITAGE RD
CHARLOTTE,NC28207
85-3076147 501(C)3 50,000 0     PROGRAM OPERATING COST
(23) BLOCK LOVE CHARLOTTE
7137 FOUNDERS CLUB COURT
CHARLOTTE,NC28269
84-4760383 501(C)3 94,934 0     PROGRAM OPERATING COSTRESTRICTED PROGRAM FUNDING TO ACHIEVE CONTRACTED OUTCOMES
(24) BOOKS WITH COLOR INC
16011-A LANCASTER HWY SUITE
181CHARLOTTE NC 28277
CHARLOTTE,NC28277
86-1482295 501(C)3 12,500 0     PROGRAM OPERATING COST
(25) BOYS AND GIRLS CLUB OF CABARRUS COUNTY INC
247 SPRING STREET NW
CONCORD,NC28025
56-0577630 501(C)3 29,470 0     DONOR DESIGNATED (AND 3RD PARTY) FOR GENERAL SUPPORT
(26) BRENDA H TAPIA FAMILY FOUNDATION
10117 COLEY DRIVE
HUNTERSVILLE,NC28078
84-5127402 501(C)3 12,708 0     PROGRAM OPERATING COST
(27) CABARRUS COOPERATIVE CHRISTIAN MINISTRY FOUNDATION
246 COUNTRY CLUB DRIVE NE
CONCORD,NC28025
56-1320818 501(C)3 15,474 0     PROGRAM OPERATING COSTDONOR DESIGNATED (AND THIRD PARTY) FOR GENERAL SUPPORT
(28) CAMINO COMMUNITY DEVELOPMENT CORPORATION INC
133 STETSON DRIVE
CHARLOTTE,NC28262
56-2015959 501(C)3 20,000 0     PROGRAM OPERATING COST
(29) CARE RING INC
601 E 5TH STREET SUITE 140
CHARLOTTE,NC28202
56-0621073 501(C)3 300,780 0     PROGRAM OPERATING COSTSDONOR DESIGNATED FOR GENERAL SUPPORTRESTRICTED PROGRAM FUNDING TO ADVANCE CONTRACTED OUTCOMES
(30) CAROLINA MIGRANT NETWORK
6917 LANCER DR
CHARLOTTE,NC28226
85-0952850 501(C)3 50,000 0     PROGRAM OPERATING COST
(31) CATERPILLAR MINISTRIES
PO BOX 2155
HUNTERSVILLE,NC28070
46-5034459 501(C)3 37,500 0     PROGRAM OPERATING COST
(32) CATHOLIC CHARITIES DIOCESE OF CHARLOTTE
1123 SOUTH CHURCH STREET
CHARLOTTE,NC28203
56-1058954 501(C)3 78,038 0     RESTRICTED PROGRAM FUNDING TO ACHIEVE CONTRACTED OUTCOMES
(33) CHAMPIONS OF CHANGE INC
120 ACADEMY STREET
FORTMILL,SC29715
81-2922258 501(C)3 12,500 0     PROGRAM OPERATING COST
(34) CHANGE UNIVERSITY
11008 CHASTAIN PARC DRIVECHARLOTTE
NC 28216
CHARLOTTE,NC28216
86-3391919 501(C)3 13,250 0     PROGRAM OPERATING COST
(35) CHARLOTTE BILINGUAL PRESCHOOL
6300 HIGHLAND AVENUECHARLOTTE NC
28215
CHARLOTTE,NC28215
36-4522499 501(C)3 65,000 0     PROGRAM OPERATING COST
(36) CHARLOTTE CENTER FOR LEGAL ADVOCACY
5535 ALBEMARLE ROAD
CHARLOTTE,NC28212
56-1202940 501(C)3 268,575 0     PROGRAM OPERATING COSTDONOR DESIGNATED FOR GENERAL SUPPORT
(37) CHARLOTTE COMMUNITY HEALTH CLINIC
8401 MEDICAL PLAZA DR SUITE 300
CHARLOTTE,NC28262
56-2274174 501(C)3 64,875 0     PROGRAM OPERATING COSTDONOR DESIGNATED FOR GENERAL SUPPORT
(38) CHARLOTTE FAMILY HOUSING INC
300 HAWTHORNE LANE
CHARLOTTE,NC28204
58-1599120 501(C)3 38,314 0     PROGRAM OPERATING COSTDONOR DESIGNATED (AND 3RD PARTY) FOR GENERAL SUPPORT
(39) CHARLOTTE SPEECH AND HEARING CENTER INC
741 KENILWORTH AVE SUITE 100
CHARLOTTE,NC28204
56-0892041 501(C)3 224,598 0     PROGRAM OPERATING COSTDONOR DESIGNATED FOR GENERAL SUPPORT
(40) CHARLOTTE WORKS
8601 MCALPINE PARK DR SUITE 130
CHARLOTTE,NC28211
56-2098251 501(C)3 33,500 0     PROGRAM OPERATING COST
(41) CHILD CARE RESOURCES INC
200-B REGENCY EXECUTIVE PARK DRIVE
SUITE 240
CHARLOTTE,NC28217
56-1316030 501(C)3 167,804 0     PROGRAM OPERATING COST
(42) CHILDREN OF THE WORLD LEARNING CENTER INC
6030 ALBEMARLE ROAD
CHARLOTTE,NC28212
83-3523938 501(C)3 50,000 0     PROGRAM OPERATING COST
(43) CIRCLE DE LUZ INC
PO BOX 2
DAVIDSON,NC28036
74-3259379 501(C)3 20,000 0     PROGRAM OPERATING COST
(44) CLANTON PARK NEIGHBORHOOD ASSOCIATION
C/O STILETTO BOSS UNIVERSITY1117
ROLLINGWOOD DRIVECHARLOTTE NC 28217
CHARLOTTE,NC28217
31-1612176 501(C)3 10,000 0     PROGRAM OPERATING COST
(45) COLTRANE LIFE CENTER INC
321 CORBAN AVENUE SOUTH EAST
CONCORD,NC28025
56-1222998 501(C)3 6,500 0     PROGRAM OPERATING COST
(46) COMMUNITIES IN SCHOOLS OF CHAR-MECK INC
601 E 5TH STREET SUITE 300
CHARLOTTE,NC28202
58-1661795 501(C)3 206,089 0     PROGRAM OPERATING COSTDONOR DESIGNATED (AND 3RD PARTY) FOR GENERAL SUPPORT
(47) COMMUNITY FREE CLINIC INC
528 LAKE CONCORD ROAD NORTH EAST
UNIT A
CONCORD,NC28025
58-2131301 501(C)3 23,475 0     PROGRAM OPERATING COST
(48) COMMUNITY HEALTH SERVICES OF UNION COUNTY INC
1338-C EAST SUNSET DRIVE
MONROE,NC28112
46-0495947 501(C)3 44,754 0     PROGRAM OPERATING COSTDONOR DESIGNATED FOR GENERAL SUPPORT
(49) COMMUNITY LINK PROGRAMS OF TRAVELERS AID SOCIETY OF CENTRAL CAROLINAS INC
601 EAST 5TH STREET SUITE 220
CHARLOTTE,NC28202
56-0530008 501(C)3 405,487 0     PROGRAM OPERATING COSTSDONOR DESIGNATED FOR GENERAL SUPPORTRESTRICTED PROGRAM FUNDING TO ADVANCE CONTRACTED OUTCOMES
(50) COMMUNITY SHELTER OF UNION COUNTY
160 MEADOW STREET
MONROE,NC28110
58-2121860 501(C)3 62,988 0     PROGRAM OPERATING COSTDONOR DESIGNATED FOR GENERAL SUPPORT
(51) CONNECTING THE GAP
12358 HONEY HILL LANE
CHARLOTTE,NC28273
83-1857527 501(C)3 13,370 0     PROGRAM OPERATING COST
(52) COUNCIL FOR CHILDREN'S RIGHTS
601 EAST 5TH STREET SUITE 510
CHARLOTTE,NC28202
56-1325184 501(C)3 84,108 0     PROGRAM OPERATING COSTDONOR DESIGNATED (AND 3RD PARTY) FOR GENERAL SUPPORT
(53) COUNCIL ON AGING IN UNION COUNTY INC
1401 SKYWAY DRIVE
MONROE,NC28110
56-1081558 501(C)3 31,034 0     PROGRAM OPERATING COSTDONOR DESIGNATED FOR GENERAL SUPPORT
(54) CRISIS ASSISTANCE MINISTRY (MECKLENBURG)
500-A SPRATT STREET
CHARLOTTE,NC28206
56-1416719 501(C)3 84,930 0     PROGRAM OPERATING COSTDONOR DESIGNATED (AND 3RD PARTY) FOR GENERAL SUPPORT
(55) CROSSROADS CORPORATION
3623 LATROBE AVE
CHARLOTTE,NC28211
26-2787742 501(C)3 202,500 0     PROGRAM OPERATING COST
(56) CULINARY CONNECTIONS INCORPORATED
2525 PHEASANT CHASE LANECHARLOTTE
NC 28216
CHARLOTTE,NC28216
82-4297650 501(C)3 17,500 0     PROGRAM OPERATING COST
(57) CVAN WOMEN'S PROGRAM
PO BOX 1749
CONCORD,NC28026
57-0749038 501(C)3 11,727 0     PROGRAM OPERATING COSTDONOR DESIGNATED (AND 3RD PARTY) FOR GENERAL SUPPORT
(58) DAVIDSON-CORNELIUS CHILD DEVELOPMENT CENTER
PO BOX 848
DAVIDSON,NC28036
56-0891613 501(C)3 10,563 0     PROGRAM OPERATING COSTDONOR DESIGNATED (AND 3RD PARTY) FOR GENERAL SUPPORT
(59) DESPIERTA
401 RUTLAND DR
CHARLOTTE,NC28217
85-4057069 501(C)3 12,500 0     PROGRAM OPERATING COST
(60) DIGI-BRIDGE
1026 JAY STREET
CHARLOTTE,NC28208
46-4859045 501(C)3 30,000 0     PROGRAM OPERATING COST
(61) DREAMKEY PARTNERS INC
4601 CHARLOTTE PARK DRIVE STE 350
CHARLOTTE,NC28217
56-1620516 501(C)3 50,000 0     RESTRICTED PROGRAM FUNDING TO ACHIEVE CONTRACTED OUTCOMES
(62) EL PUENTE HISPANO
455 CONCORD PKWY N SUITE 7441
CONCORD,NC28027
82-3260968 501(C)3 61,451 0     PROGRAM OPERATING COST
(63) ELIZABETH HOUSE FOUNDATION
10130 MALLARD CREEK RDSUITE 300
CHARLOTTE,NC28262
35-2425174 501(C)3 12,500 0     PROGRAM OPERATING COST
(64) EMPOWHERMENT INC
1023B MARGARET BROWN STREET
CHARLOTTE,NC28202
46-1450960 501(C)3 32,500 0     PROGRAM OPERATING COST
(65) ESTHER'S HEART FOR TRANSFORMATION MINISTRY INC
4139 ZEBULON AVE SW
CONCORD,NC28027
26-3350792 501(C)3 30,000 0     PROGRAM OPERATING COST
(66) EXODUS FOUNDATION ORG
13016 EASTFIELD ROADSTE 200-222
HUNTERSVILLE,NC28078
56-2163753 501(C)3 32,500 0     PROGRAM OPERATING COST
(67) EXPOSURE PROJECT INCORPORATED
9727 CAYENNE DRIVE
CHARLOTTE,NC28214
84-3719663 501(C)3 14,500 0     PROGRAM OPERATING COST
(68) FAITH MEMORIAL COMMUNITY OUTREACH CENTER INC
211 LAKEWOOD AVECHARLOTTE NC 28208
CHARLOTTE,NC28208
83-2627536 501(C)3 27,500 0     PROGRAM OPERATING COST
(69) FAMILIES FIRST IN CABARRUS COUNTY INC
985 CENTRAL DRIVE NW
CONCORD,NC28027
47-1302015 501(C)3 16,038 0     PROGRAM OPERATING COSTDONOR DESIGNATED (AND 3RD PARTY) FOR GENERAL SUPPORT
(70) FAMILIES FORWARD CHARLOTTE INC
5612 IVYGATE LANE
CHARLOTTE,NC28226
82-0790354 501(C)3 7,500 0     PROGRAM OPERATING COST
(71) FAMILY MANKIND
301 MCCULLOUGH DRIVE SUITE 400
CHARLOTTE,NC28262
83-3886078 501(C)3 74,072 0     PROGRAM OPERATING COSTRESTRICTED PROGRAM FUNDING TO ACHIEVE CONTRACTED OUTCOMES
(72) FAMILY PRESERVATION SERVICES OF NORTH CAROLINA LLC
PO BOX 745683
ATLANTA,GA30374
86-0976674 501(C)3 281,498 0     RESTRICTED PROGRAM FUNDING TO ACHIEVE CONTRACTED OUTCOMES
(73) FATHERS AGAINST VIOLENCE & REPEAT-OFFENDERS INC
10612 WALKERS FERRY RD
CHARLOTTE,NC28278
54-2177313 501(C)3 12,500 0     PROGRAM OPERATING COST
(74) FEED MY LAMBS
PO BOX 91
WADESBORO,NC28170
56-2158694 501(C)3 18,480 0     PROGRAM OPERATING COSTDONOR DESIGNATED FOR GENERAL SUPPORT
(75) FIFTH STREET MINISTRIES (DIAKONOS)
1421 5TH STREET
STATESVILLE,NC28687
58-1821225 501(C)3 9,750 0     PROGRAM OPERATING COST
(76) FIRM FOUNDATIONS YOUTH & FAMILY OUTREACH
6101 WINDSOR GATE LANECHARLOTTE NC
28215
CHARLOTTE,NC28215
46-3447502 501(C)3 72,500 0     PROGRAM OPERATING COSTRESTRICTED PROGRAM FUNDING TO ACHIEVE CONTRACTED OUTCOMES
(77) FLORENCE CRITTENTON SERVICES
PO BOX 36392
CHARLOTTE,NC28236
56-0577626 501(C)3 69,347 0     PROGRAM OPERATING COSTDONOR DESIGNATED (AND 3RD PARTY) FOR GENERAL SUPPORT
(78) FOR THE STRUGGLE INC
2220 ENGLISH DRIVE
CHARLOTTE,NC28216
83-4652690 501(C)3 80,000 0     PROGRAM OPERATING COST
(79) FOUNDATION FOR THE CAROLINAS
220 NORTH TRYON STREET
CHARLOTTE,NC28202
56-6047886 501(C)3 79,552 0     DONOR DESIGNATED FOR GENERAL SUPPORT
(80) FREEDOM COMMUNITIES
3501 TUCKASEEGEE ROAD
CHARLOTTE,NC28208
82-2329303 501(C)3 50,000 0     PROGRAM OPERATING COST
(81) FREEDOM FIGHTING MISSIONARIES INC
1635 WAYBRIDGE LNAPT 3ACHARLOTTE NC
28210
CHARLOTTE,NC28210
85-2791045 501(C)3 25,000 0     PROGRAM OPERATING COST
(82) FREEDOM SCHOOL PARTNERS
1030 AROSA AVENUE
CHARLOTTE,NC28203
56-2169158 501(C)3 30,036 0     PROGRAM OPERATING COSTDONOR DESIGNATED (AND 3RD PARTY) FOR GENERAL SUPPORT
(83) GARDHOUSE LIMITED
10130 OLD CAROLINA DR
CHARLOTTE,NC28214
84-2952589 501(C)3 50,000 0     PROGRAM OPERATING COST
(84) GENERATION NATION
PO BOX 31365
CHARLOTTE,NC28231
56-1785359 501(C)3 20,000 0     PROGRAM OPERATING COST
(85) GIRL SCOUTS HORNETS' NEST COUNCIL
7007 IDLEWILD ROAD
CHARLOTTE,NC28212
56-0563842 501(C)3 55,104 0     PROGRAM OPERATING COSTDONOR DESIGNATED (AND 3RD PARTY) FOR GENERAL SUPPORT
(86) GOODWILL INDUSTRIES OF THE SOUTHERN PIEDMONT INC
5301 WILKINSON BLVD
CHARLOTTE,NC28208
56-0844639 501(C)3 52,575 0     PROGRAM OPERATING COST
(87) GRAMEEN AMERICA INC
150 W 30TH ST 8TH FLOOR
NEW YORK,NY10001
20-8497991 501(C)3 7,500 0     PROGRAM OPERATING COST
(88) GROOMING GREATNESS FOUNDATION
8503 THELEMA LANE
CHARLOTTE,NC28269
46-4051548 501(C)3 20,000 0     PROGRAM OPERATING COST
(89) HABITAT FOR HUMANITY CABARRUS COUNTY
8 CHURCH STREET SUITE 101
CONCORD,NC28025
56-1678395 501(C)3 16,635 0     PROGRAM OPERATING COSTDONOR DESIGNATED (AND 3RD PARTY) FOR GENERAL SUPPORT
(90) HABITAT FOR HUMANITY OF THE CHARLOTTE REGION (MLN)
20310 NORTH MAIN STREET
CORNELIUS,NC28031
56-1366233 501(C)3 97,978 0     PROGRAM OPERATING COSTDONOR DESIGNATED (AND 3RD PARTY) FOR GENERAL SUPPORT
(91) HACK & HUSTLE SOCIAL ENTREPRENEURSHIP ACADEMY INCORPORATED
9445 MEADOWMONT VIEW DRIVE
CHARLOTTE,NC28269
82-4105991 501(C)3 12,500 0     PROGRAM OPERATING COST
(92) HEAL CHARLOTTE
3936 SAXONBURY WAY
CHARLOTTE,NC28269
81-5158164 501(C)3 15,000 0     PROGRAM OPERATING COST
(93) HEALTH REACH COMMUNITY CLINIC
400 EAST STATESVILLE AVENUE SUITE
300
MOORESVILLE,NC28115
20-1020941 501(C)3 14,625 0     PROGRAM OPERATING COST
(94) HEALTHQUEST OF UNION COUNTY
415 EAST FRANKLIN STREET
MONROE,NC28112
56-2117596 501(C)3 14,410 0     PROGRAM OPERATING COSTDONOR DESIGNATED FOR GENERAL SUPPORT
(95) HISTORIC HOSKINS COALITION GROUP
501 SINCLAIR STREET
CHARLOTTE,NC28208
87-2412006 501(C)3 10,000 0     PROGRAM OPERATING COST
(96) HISTORIC WEST END PARTNERS INC
309 LIMS AVENUE
CHARLOTTE,NC28208
27-1880057 501(C)3 130,000 0     PROGRAM OPERATING COST
(97) HOPE HAVEN INC
3815 NORTH TRYON STREET
CHARLOTTE,NC28206
58-1314284 501(C)3 53,755 0     PROGRAM OPERATING COSTDONOR DESIGNATED FOR GENERAL SUPPORT
(98) HOPE VIBES INC
PO BOX 481653
CHARLOTTE,NC28269
83-1965620 501(C)3 25,000 0     PROGRAM OPERATING COST
(99) HOUSING COLLABORATIVE
PO BOX 35305
CHARLOTTE,NC28235
56-2173215 501(C)3 2,878,166 0     PROGRAM OPERATING COSTRESTRICTED PROGRAM FUNDING TO ACHIEVE CONTRACTED OUTCOMES
(100) INNOVATE TECH CHARLOTTE
5928 PECAN VALLEY CT
HARRISBURG,NC28075
84-5095472 501(C)3 32,500 0     PROGRAM OPERATING COST
(101) JENNINGS O'NEIL CAREER ACADEMY & WORKFORCE DEVELOPMENT
18500 SUMMER COTTAGE LANE
CORNELIUS,NC28031
26-3616497 501(C)3 12,500 0     PROGRAM OPERATING COST
(102) JESSIE'S WORLD INCORPORATED
7114 CORNERSTONE DRIVE
CHARLOTTE,NC28269
38-3803375 501(C)3 32,500 0     PROGRAM OPERATING COST
(103) JEWISH FAMILY SERVICES OF GREATER CHARLOTTE INC
5007 PROVIDENCE ROAD SUITE 105
CHARLOTTE,NC28226
20-1146861 501(C)3 16,781 0     PROGRAM OPERATING COST
(104) JUMPING DREAMS DD
809 EAST ARROWOOD ROAD
CHARLOTTE,NC28217
82-5458853 501(C)3 13,146 0     PROGRAM OPERATING COSTRESTRICTED PROGRAM FUNDING TO ACHIEVE CONTRACTED OUTCOMES
(105) JUST DO IT MOVEMENT INC
13547 TRANTERS CREEK LANE
CHARLOTTE,NC28273
85-0641373 501(C)3 12,500 0     PROGRAM OPERATING COST
(106) JUSTICE INITIATIVES INC
PO BOX 33545
CHARLOTTE,NC28233
16-1704986 501(C)3 29,250 0     PROGRAM OPERATING COST
(107) KINDERMOURN INC
1320 HARDING PLACE
CHARLOTTE,NC28204
56-1221194 501(C)3 18,094 0     PROGRAM OPERATING COSTDONOR DESIGNATED (AND 3RD PARTY) FOR GENERAL SUPPORT
(108) LAKE NORMAN COMMUNITY HEALTH CLINIC
14230 HUNTERS ROAD
HUNTERSVILLE,NC28078
04-3723062 501(C)3 20,394 0     PROGRAM OPERATING COST
(109) LAKEWOOD NEIGHBORHOOD ALLIANCE INC
330 LAKEWOOD AVENUE
CHARLOTTE,NC28208
38-4015347 501(C)3 240,000 0     PROGRAM OPERATING COST
(110) LATIN AMERICAN COALITION
4938 CENTRAL AVENUE SUITE 100
CHARLOTTE,NC28205
58-1945776 501(C)3 45,760 0     PROGRAM OPERATING COSTDONOR DESIGNATED FOR GENERAL SUPPORT
(111) LEGAL AID OF NORTH CAROLINA INC
5525 ALBEMARLE ROAD SUITE 100
CHARLOTTE,NC28212
31-1784161 501(C)3 35,761 0     PROGRAM OPERATING COSTDONOR DESIGNATED FOR GENERAL SUPPORT
(112) LET'S TALK ABOUT IT-THE AUTISM CENTER INC
5825 FALLS RIDGE LANE
CHARLOTTE,NC28269
83-1884562 501(C)3 14,038 0     PROGRAM OPERATING COST
(113) LIONEL LEE JR CENTER FOR WELLNESS
1370 BRIAR CREEK ROAD
CHARLOTTE,NC28205
03-0588350 501(C)3 20,000 0     PROGRAM OPERATING COST
(114) LOAVES AND FISHESFRIENDSHIP TRAYS INC
648 GRIFFITH ROAD SUITE B
CHARLOTTE,NC28217
56-1398498 501(C)3 57,763 0     PROGRAM OPERATING COSTDONOR DESIGNATED FOR GENERAL SUPPORT
(115) LOCKED OUT LOVE INC
8201 WILLOWLAKE CT
CHARLOTTE,NC28227
84-2319918 501(C)3 12,500 0     RESTRICTED PROGRAM FUNDING TO ACHIEVE CONTRACTED OUTCOMES
(116) LOGAN COMMUNITY DAY CARE ASSOCIATION INC
204 BOOKER DRIVE SW
CONCORD,NC28025
23-7210127 501(C)3 5,135 0     PROGRAM OPERATING COSTDONOR DESIGNATED FOR GENERAL SUPPORT
(117) MECKLENBURG COUNCIL OF ELDERS
1101 SUNSET RD
CHARLOTTE,NC28216
81-5306491 501(C)3 30,000 0     PROGRAM OPERATING COST
(118) MEN OF DESTINY
6700 NORTH TRYON STREET
560653CHARLOTTE NC 28213
CHARLOTTE,NC28213
81-3655759 501(C)3 12,500 0     PROGRAM OPERATING COST
(119) MENTAL HEALTH AMERICA OF CENTRAL CAROLINAS INC
3701 LATROBE DRIVE SUITE 140
CHARLOTTE,NC28211
56-0674267 501(C)3 127,953 0     PROGRAM OPERATING COSTDONOR DESIGNATED (AND 3RD PARTY) FOR GENERAL SUPPORT
(120) MIRAVIA INC
3737 WEONA AVENUE
CHARLOTTE,NC28209
56-1866587 501(C)3 5,500 0     DONOR DESIGNATED FOR GENERAL SUPPORT
(121) MONEY MAGNETS CLUB
2724 WINGDALE DRIVE
CHARLOTTE,NC28213
87-1776021 501(C)3 47,500 0     PROGRAM OPERATING COST
(122) MY BROTHER'S KEEPER CHARLOTTE-MECKLENBURG
400 EAST MOREHEAD STREET
CHARLOTTE,NC28202
85-3271495 501(C)3 27,500 0     PROGRAM OPERATING COST
(123) NATIONAL BLACK CHILD DEVELOPMENT INSTITUTE-CHARLOTTE
7209 E WT HARRIS BLVD SUITE J
267CHARLOTTE NC 28215
CHARLOTTE,NC28215
52-0908178 501(C)3 50,000 0     PROGRAM OPERATING COST
(124) NATIONAL COALITION OF 100 BLACK WOMEN - QUEEN CITY METROPOLI
PO BOX 32364CHARLOTTE NC 28232
CHARLOTTE,NC28232
26-2472749 501(C)3 32,500 0     PROGRAM OPERATING COST
(125) NC MEDASSIST
4428 TAGGART CREEK ROAD SUITE 101
CHARLOTTE,NC28208
56-2018957 501(C)3 106,575 0     PROGRAM OPERATING COSTDONOR DESIGNATED (AND 3RD PARTY) FOR GENERAL SUPPORT
(126) NORTH END COMMUNITY COALITION
201 N MCDOWELL STREET - 30234
CHARLOTTE,NC28230
81-2943846 501(C)3 80,000 0     PROGRAM OPERATING COST
(127) OPERA CAROLINA
1600 ELIZABETH AVENUE
CHARLOTTE,NC28204
56-6019660 501(C)3 10,000 0     DONOR DESIGNATED FOR GENERAL SUPPORT
(128) OUR DAILY BREAD FOUNDATION
PO BOX 32451
CHARLOTTE,NC28232
83-1487766 501(C)3 32,500 0     PROGRAM OPERATING COST
(129) OUR TURN INC FKA STUDENTS FOR EDUCATION REFORM
2128 REMOUNT ROAD
CHARLOTTE,NC28208
45-0647583 501(C)3 20,000 0     PROGRAM OPERATING COST
(130) OURBRIDGE INC
3925 WILLARD FARROW DRCHARLOTTE NC
28215
CHARLOTTE,NC28215
46-3784901 501(C)3 77,500 0     PROGRAM OPERATING COST
(131) PHAROS PARENTING (FKA EXCHANGE SCAN)
POST OFFICE BOX 167
STATESVILLE,NC28677
56-1758810 501(C)3 6,500 0     PROGRAM OPERATING COST
(132) POP'S PASSION INC
11035 GOLF LINKS DR 77907
CHARLOTTE,NC28277
85-2610895 501(C)3 47,500 0     PROGRAM OPERATING COST
(133) POTTSTOWN HERITAGE GROUP
301 DELLWOOD DR
HUNTERSVILLE,NC28078
88-2375374 501(C)3 10,000 0     PROGRAM OPERATING COST
(134) PREMIER FOUNDATION OF NORTH CAROLINA
3010 MONROE RD
CHARLOTTE,NC28205
81-3272704 501(C)3 20,000 0     PROGRAM OPERATING COST
(135) PRODIGAL SON FOUNDATION
7809 POPE FARM ROAD
CHARLOTTE,NC28269
26-1085750 501(C)3 46,966 0     RESTRICTED PROGRAM FUNDING TO ACHIEVE CONTRACTED OUTCOMES
(136) PROFOUND GENTLEMEN
2701-C FREEDOM DRIVE
CHARLOTTE,NC28208
47-2225983 501(C)3 30,000 0     PROGRAM OPERATING COST
(137) PROJECT 658 INC DBA SMITH FAMILY WELLNESS CTR
3646 CENTRAL AVENUE
CHARLOTTE,NC28205
46-2956418 501(C)3 60,000 0     PROGRAM OPERATING COST
(138) PROJECT BOLT LLC
PO BOX 39081
CHARLOTTE,NC28278
82-1157011 501(C)3 21,590 0     RESTRICTED PROGRAM FUNDING TO ACHIEVE CONTRACTED OUTCOMES
(139) PROJECTIGIVE INC
537 WEST SUGER CREEK ETE 202 PMB
1055CHARLOTTE NC 28213
CHARLOTTE,NC28213
47-2966856 501(C)3 12,500 0     PROGRAM OPERATING COST
(140) PROMISE RESOURCE NETWORK INC
1041 HAWTHORNE LANE SUITE A
CHARLOTTE,NC28205
27-2648129 501(C)3 44,276 0     PROGRAM OPERATING COST
(141) PROMISE YOUTH DEVELOPMENT INC
15115 DURMAST COURTMINT HILL NC
28227
MINT HILL,NC28227
81-1096615 501(C)3 75,000 0     PROGRAM OPERATING COST
(142) PSYCHOLOGY FOR ALL INC
PO BOX 49556CHARLOTTE NC 28277
CHARLOTTE,NC28277
47-3035991 501(C)3 12,736 0     PROGRAM OPERATING COST
(143) QUE-OS
PO BOX 11256CHARLOTTE NC 28220
CHARLOTTE,NC28220
46-0643659 501(C)3 32,500 0     PROGRAM OPERATING COST
(144) RAIN INC
601 EAST 5TH STREET SUITE 470
CHARLOTTE,NC28202
56-1825247 501(C)3 26,470 0     PROGRAM OPERATING COSTDONOR DESIGNATED (AND 3RD PARTY) FOR GENERAL SUPPORT
(145) RAO COMMUNITY HEALTH
321 W 11TH STREET
CHARLOTTE,NC28202
82-1055298 501(C)3 40,000 0     PROGRAM OPERATING COST
(146) REBUILDING TOGETHER OF GREATER CHARLOTTE INC
9801 SOUTHERN PINE BLVD STE E
CHARLOTTE,NC28273
27-3101212 501(C)3 50,000 0     PROGRAM OPERATING COST
(147) REFUGEE SUPPORT SERVICES OF THE CAROLINAS
PO BOX 220224CHARLOTTE NC 28222
CHARLOTTE,NC28222
20-5972063 501(C)3 60,000 0     PROGRAM OPERATING COST
(148) RENAISSANCE WEST COMMUNITY INITIATIVE
3610 NOBLES AVENUE
CHARLOTTE,NC28208
27-1396021 501(C)3 222,500 0     PROGRAM OPERATING COST
(149) ROOF ABOVE INC
945 NORTH COLLEGE STREET
CHARLOTTE,NC28206
56-1837620 501(C)3 112,671 0     PROGRAM OPERATING COSTDONOR DESIGNATED (AND 3RD PARTY) FOR GENERAL SUPPORT
(150) STARS MATH AND ENGLISH ACADEMY
PO BOX 680044CHARLOTTE NC 28216
CHARLOTTE,NC28216
27-2534310 501(C)3 63,136 0     PROGRAM OPERATING COST
(151) SAFE ALLIANCE INC
601 EAST 5TH STREET SUITE 400
CHARLOTTE,NC28202
56-0529967 501(C)3 199,757 0     PROGRAM OPERATING COSTDONOR DESIGNATED (AND 3RD PARTY) FOR GENERAL SUPPORT
(152) SALVATION ARMY - CHARLOTTE AREA COMMAND
PO BOX 31128
CHARLOTTE,NC28231
58-0660607 501(C)3 342,466 0     PROGRAM OPERATING COSTDONOR DESIGNATED (AND 3RD PARTY) FOR GENERAL SUPPORTRESTRICTED PROGRAM FUNDING TO ACHIEVE CONTRACTED OUTCOMES
(153) SALVATION ARMY CABARRUS
216 PATTERSON AVENUE SE
CONCORD,NC28025
58-0660607 501(C)3 14,025 0     PROGRAM OPERATING COSTDONOR DESIGNATED (AND 3RD PARTY) FOR GENERAL SUPPORT
(154) SHE BUILT THIS CITY
1026 JAY STREET - 133
CHARLOTTE,NC28208
84-3445543 501(C)3 32,500 0     PROGRAM OPERATING COST
(155) SMITHVILLE COMMUNITY INC
PO BOX 1206
CORNELIUS,NC28031
46-1055584 501(C)3 35,000 0     PROGRAM OPERATING COST
(156) SOUTH TRYON COMMUNITY UNITED METHODIST CHURCH
2516 S TRYON STREET
CHARLOTTE,NC28203
56-2256591 501(C)3 7,500 0     PROGRAM OPERATING COST
(157) SOUTHSIDE RIDES FOUNDATION
2846 FREEDOM DRIVE
CHARLOTTE,NC28208
20-2790909 501(C)3 30,000 0     PROGRAM OPERATING COST
(158) STEP UP TO LEADERSHIP
PO BOX 45HARRISBURG NC 28075
HARRISBURG,NC28075
47-5594920 501(C)3 12,500 0     PROGRAM OPERATING COST
(159) STILETTO BOSS UNIVERSITY UNITE CHARLOTTE
10518 ENGLISH SETTER WAYCHARLOTTE
NC 28209
CHARLOTTE,NC28209
82-1467018 501(C)3 81,849 0     PROGRAM OPERATING COSTRESTRICTED PROGRAM FUNDING TO ACHIEVE CONTRACTED OUTCOMES
(160) SUPPORTIVE HOUSING COMMUNITIES INC
601 E FIFTH STREET
CHARLOTTE,NC28202
58-2067479 501(C)3 67,425 0     PROGRAM OPERATING COSTRESTRICTED PROGRAM FUNDING TO ACHIEVE CONTRACTED OUTCOMES
(161) TEAM TRUBLUE
2600 NEWLAND ROADCHARLOTTE NC 28216
CHARLOTTE,NC28216
47-2187901 501(C)3 12,500 0     PROGRAM OPERATING COST
(162) TEEN HEALTH CONNECTION INC
3541 RANDOLPH ROAD
CHARLOTTE,NC28211
56-1719715 501(C)3 58,750 0     PROGRAM OPERATING COSTDONOR DESIGNATED (AND 3RD PARTY) FOR GENERAL SUPPORT
(163) THE ACADEMY OF GOAL ACHIEVERS INC
7569 ABIGAIL GLEN DRIVE
CHARLOTTE,NC28212
46-3145227 501(C)3 50,000 0     PROGRAM OPERATING COST
(164) THE APPLESAUCE GROUP
1646 WASHINGTON AVECHARLOTTE NC
28216
CHARLOTTE,NC28216
84-4633647 501(C)3 12,500 0     PROGRAM OPERATING COST
(165) THE ARC OF UNIONCABARRUS INC
1653-C CAMPUS PARK DRIVE
MONROE,NC28112
56-1677521 501(C)3 20,845 0     PROGRAM OPERATING COSTDONOR DESIGNATED FOR GENERAL SUPPORT
(166) THE ARTS EMPOWERMENT PROJECT
11402 JAMES JACK LANE
CHARLOTTE,NC28277
45-4837497 501(C)3 32,500 0     PROGRAM OPERATING COST
(167) THE BULB GALLERY
6601 US HWY 601 S
CONCORD,NC28025
81-4676117 501(C)3 131,823 0     PROGRAM OPERATING COST
(168) THE CENTER FOR COMMUNITY TRANSITIONS
5825 OLD CONCORD ROAD
CHARLOTTE,NC28213
51-0185383 501(C)3 80,982 0     PROGRAM OPERATING COST
(169) THE FACTS INITIATIVE
229 S BREVARD STREET SUITE 200-E
CHARLOTTE,NC28202
83-1240388 501(C)3 33,049 0     PROGRAM OPERATING COST
(170) THE FRANKIE MAE FOUNDATION
PO BOX 37
HUNTERSVILLE,NC28070
87-1527068 501(C)3 12,500 0     PROGRAM OPERATING COST
(171) THE HELPS EDUCATION FUND INC
PO BOX 6667
RALEIGH,NC27628
45-2046989 501(C)3 12,500 0     PROGRAM OPERATING COST
(172) THE LEARNING COLLABORATIVE
3241 SAM DRENAN ROAD
CHARLOTTE,NC28205
56-1668333 501(C)3 5,025 0     DONOR DESIGNATED 3RD PARTY FOR GENERAL SUPPORT
(173) THE LIFE PROJECT OF NORTH CAROLINA
333 JEREMIAH BLVD
CHARLOTTE,NC28262
46-4331987 501(C)3 100,750 0     PROGRAM OPERATING COST
(174) THE MOORESVILLE AREA CHRISTIAN MISSION INC
266 NORTH BROAD STREET
MOORESVILLE,NC28115
56-0667685 501(C)3 18,672 0     PROGRAM OPERATING COSTDONOR DESIGNATED (AND 3RD PARTY) FOR GENERAL SUPPORT
(175) THE QC FAMILY TREE INC
2910 PARKWAY AVENUE
CHARLOTTE,NC28208
20-4091165 501(C)3 10,000 0     PROGRAM OPERATING COST
(176) THE RELATIVES INC
119 EAST 8TH STREET
CHARLOTTE,NC28202
56-1082022 501(C)3 26,072 0     PROGRAM OPERATING COSTDONOR DESIGNATED (AND 3RD PARTY) FOR GENERAL SUPPORT
(177) THE STUDIO
6150 MILLER ROAD
KANNAPOLIS,NC28081
35-2622358 501(C)3 40,000 0     PROGRAM OPERATING COST
(178) THORNHILL RITES OF PASSAGE FOUNDATION
9511 GREYSON HEIGHTS DRIVE
CHARLOTTE,NC28277
83-4706838 501(C)3 16,122 0     RESTRICTED PROGRAM FUNDING TO ACHIEVE CONTRACTED OUTCOMES
(179) TIME OUT YOUTH
3800 MONROE ROAD
CHARLOTTE,NC28205
56-1755564 501(C)3 20,581 0     PROGRAM OPERATING COSTDONOR DESIGNATED (AND 3RD PARTY) FOR GENERAL SUPPORT
(180) TURNING POINT INC
PO BOX 952
MONROE,NC28111
58-1698701 501(C)3 64,779 0     DONOR DESIGNATED (AND 3RD PARTY) FOR GENERAL SUPPORT
(181) UMBA BRIGHT STARS INC
422 CANNINGS LANE
CHARLOTTE,NC28262
82-2789923 501(C)3 34,500 0     PROGRAM OPERATING COST
(182) UNION COUNTY CRISIS ASSISTANCE MINISTRY INC
1335 W ROOSEVELT BLVD
MONROE,NC28110
58-1631417 501(C)3 79,522 0     PROGRAM OPERATING COSTDONOR DESIGNATED (AND 3RD PARTY) FOR GENERAL SUPPORT
(183) UNION DIVERSIFIED INDUSTRIES INC
2815 WALKUP AVE
MONROE,NC28110
56-0987710 501(C)3 25,000 0     PROGRAM OPERATING COST
(184) UNION-ANSON COUNTY HABITAT FOR HUMANITY INC
PO BOX 1688
MONROE,NC28111
56-1704668 501(C)3 33,600 0     PROGRAM OPERATING COSTDONOR DESIGNATED (AND 3RD PARTY) FOR GENERAL SUPPORT
(185) UNITED WAY OF CLEVELAND COUNTY NC INC
132 WEST GRAHAM STREET
SHELBY,NC28150
56-6030073 501(C)3 5,186 0     DONOR DESIGNATED FOR GENERAL SUPPORT
(186) UNITED WAY OF FORSYTH COUNTY INC
301 NORTH MAIN STREET SUITE 1700
WINSTON SALEM,NC27101
23-7357234 501(C)3 9,050 0     DONOR DESIGNATED (AND 3RD PARTY) FOR GENERAL SUPPORT
(187) UNITED WAY OF GASTON COUNTY INC
200 EAST FRANKLIN BOULEVARD
GASTONIA,NC28052
56-0653356 501(C)3 25,570 0     DONOR DESIGNATED (AND 3RD PARTY) FOR GENERAL SUPPORT
(188) UNITED WAY OF LINCOLN COUNTY INC
101 EAST MAIN STREET 2ND FLOOR
LINCOLNTON,NC28092
23-7125926 501(C)3 13,329 0     DONOR DESIGNATED (AND 3RD PARTY) FOR GENERAL SUPPORT
(189) UNITED WAY OF STANLY COUNTY INC
116 EAST NORTH STREET
ALBEMARLE,NC28001
56-0841588 501(C)3 8,156 0     DONOR DESIGNATED (AND 3RD PARTY) FOR GENERAL SUPPORT
(190) UNITED WAY OF YORK COUNTY SC
226 NORTHPARK DRIVE SUITE 100
ROCK HILL,SC29730
57-0360058 501(C)3 19,863 0     DONOR DESIGNATED (AND 3RD PARTY) FOR GENERAL SUPPORT
(191) URBAN INSTITUTE FOR STRENGTHENING FAMILIES
8410 PIT STOP COURT NW SUITE 127
CONCORD,NC28027
81-4025067 501(C)3 32,500 0     PROGRAM OPERATING COST
(192) URBAN LEAGUE OF CENTRAL CAROLINAS INC
740 WEST 5TH STREET
CHARLOTTE,NC28202
56-1218704 501(C)3 59,069 0     PROGRAM OPERATING COST
(193) VETERANS BRIDGE HOME INC
2200 EAST 7TH STREET
CHARLOTTE,NC28204
45-2350728 501(C)3 26,685 0     PROGRAM OPERATING COST
(194) WEST BOULEVARD NEIGHBORHOOD COALITION
4032 BROADVIEW DRIVE
CHARLOTTE,NC28217
30-0401238 501(C)3 90,000 0     PROGRAM OPERATING COST
(195) WEST SIDE COMMUNITY LAND TRUST
PO BOX 668023
CHARLOTTE,NC28266
82-1143067 501(C)3 92,500 0     PROGRAM OPERATING COST
(196) WILSON OASIS
5121 ALLEN RD E
CHARLOTTE,NC28269
84-1927626 501(C)3 20,000 0     PROGRAM OPERATING COST
(197) YMCA OF GREATER CHARLOTTE
400 EAST MOREHEAD STREET
CHARLOTTE,NC28202
56-1045299 501(C)3 33,654 0     PROGRAM OPERATING COSTDONOR DESIGNATED (AND 3RD PARTY) FOR GENERAL SUPPORT
(198) YOUNG BLACK LEADERSHIP ALLIANCE
4112 OLD PINEVILLE ROAD
CHARLOTTE,NC28217
26-2984776 501(C)3 36,574 0     PROGRAM OPERATING COST
(199) YOUTH DEVELOPMENT INITIATIVES INC
PO BOX 480480
CHARLOTTE,NC28269
14-1954707 501(C)3 80,750 0     PROGRAM OPERATING COST
(200) YWCA CENTRAL CAROLINAS
3420 PARK ROAD
CHARLOTTE,NC28209
56-0532139 501(C)3 159,500 0     PROGRAM OPERATING COSTDONOR DESIGNATED (AND 3RD PARTY) FOR GENERAL SUPPORT
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
206
3
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) 2022

Schedule I (Form 990) 2022
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
PART I, LINE 2: AGENCIES RECEIVING DISCRETIONARY FUNDING FROM UNITED WAY UNDERGO INTENSIVE PRE-SCREENING BEFORE BEING AWARDED FUNDING. SUCH SCREENING INCLUDES: 1) AN APPLICATION PROCESS THAT FOCUSES ON PROGRAMMATIC OUTCOMES; 2) FINANCIAL REVIEW OF THE ORGANIZATION TO GAIN A LEVEL OF ASSURANCE THAT THE ORGANIZATION FOLLOWS SOUND FISCAL POLICIES; 3) VERIFICATION OF COMPLIANCE WITH THE PROVISIONS OF THE PATRIOT ACT; AND 4) VERIFICATION OF CURRENT STATUS AS AN IRS CODE SECTION 501(C)(3) NONPROFIT ORGANIZATION. THE AGENCY IS ALSO REQUIRED TO PROVIDE UNITED WAY WITH A FINAL REPORT AT THE END OF THE ALLOCATION PERIOD THAT VERIFIES THAT ALL FUNDING HAS BEEN USED FOR THE PURPOSES INTENDED AND ACTUAL RESULTS COMPARED TO THE PROPOSED RESULTS IN THE ORIGINAL APPLICATION. ORGANIZATIONS RECEIVING DONOR DESIGNATED CONTRIBUTIONS THROUGH UNITED WAY WILL UNDERGO SCREENING PRIOR TO DISTRIBUTION OF FUNDS. SUCH SCREENING INCLUDES: 1) A CERTIFICATION THAT ALL UNITED WAY FUNDS AND DONATIONS WILL BE USED IN COMPLIANCE WITH ALL APPLICABLE ANTI-TERRORIST FINANCING AND ASSET CONTROL LAWS, STATUTES, AND EXECUTIVE ORDERS; 2) VERIFICATION OF CURRENT STATUS AS AN IRS CODE SECTION 501(C)(3) NONPROFIT ORGANIZATION; AND 3) VERIFICATION THAT THE ORGANIZATION IS NOT ON A TERRORIST WATCH LIST. IN ADDITION, WE UTILIZE VERIFICATIONS FROM GUIDESTAR CHARITY CHECK TO VERIFY THAT AGENCIES RECEIVING CONTRIBUTIONS ARE 100% COMPLIANT WITH IRS REQUIREMENTS.
Schedule I (Form 990) 2022



Additional Data


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Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
SchJMediumBullet Attach to Form 990.
SchJMediumBullet 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 GREATER CHARLOTTE INC
 
Employer identification number

56-0529948
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes on Line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .....
1b
 
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked on Line 1a? ....
2
Yes
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? .............
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
 
No
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ....................
5a
 
No
b
Any related organization? .......................
5b
 
No
If "Yes," on line 5a or 5b, describe in Part III.
6
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ..................
6a
 
No
b
Any related organization? ......................
6b
 
No
If "Yes," on line 6a or 6b, describe in Part III.
7
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................
8
 
No
9
If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2022

Schedule J (Form 990) 2022
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (B) Breakdown of W-2, 1099-MISC compensation, and/or 1099-NEC (C) Retirement and other deferred compensation (D) Nontaxable
benefits
(E) Total of columns
(B)(i)-(D)
(F) Compensation in column (B) reported as deferred on prior Form 990
(i) Base
compensation
(ii) Bonus & incentive
compensation
(iii) Other reportable compensation
1LAURA YATES CLARK
PRESIDENT/CEO
(i)

(ii)
324,750
-------------
0
20,000
-------------
0
0
-------------
0
13,790
-------------
0
14,933
-------------
0
373,473
-------------
0
0
-------------
0
2CLINT HILL
CHIEF DEVELOPMENT OFFICER
(i)

(ii)
159,820
-------------
0
10,000
-------------
0
0
-------------
0
6,793
-------------
0
10,966
-------------
0
187,579
-------------
0
0
-------------
0
3KATHRYN FIRMINSELLERS
CHIEF IMPACT OFFICER
(i)

(ii)
159,500
-------------
0
10,000
-------------
0
0
-------------
0
6,780
-------------
0
2,339
-------------
0
178,619
-------------
0
0
-------------
0
Schedule J (Form 990) 2022

Schedule J (Form 990) 2022
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.
Return Reference Explanation
PART I, LINE 3 THE EXECUTIVE COMMITTEE ACTS AS A "COMPENSATION COMMITTEE" IN THE CONTEXT OF ESTABLISHING COMPENSATION FOR THE CEO/EXECUTIVE DIRECTOR.
Schedule J (Form 990) 2022

Additional Data


Software ID:  
Software Version:  
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.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2021
Open to Public
Inspection
Name of the organization
UNITED WAY OF GREATER CHARLOTTE INC
 
Employer identification number

56-0529948
Return Reference Explanation
FORM 990, PART III, LINE 1 (CONTINUED) UNITED WAY INVESTS ANNUALLY INTO THE COMMUNITY TO FURTHER THE ORGANIZATION'S COMMUNITY IMPACT STRATEGY, WHICH FOCUSES ON IMPROVING EDUCATION, HEALTH AND FINANCIAL STABILITY TO BOOST ECONOMIC MOBILITY ACROSS THE REGION WHILE ALSO HELPING PROVIDE A SAFETY NET FOR PEOPLE AND FAMILIES IN NEED. WE ACCOMPLISH WHAT NO SINGLE AGENCY CAN DO ALONE. OUR NIMBLE APPROACH ALLOWS US TO RESPOND TO THE EVOLVING NEEDS OF THE COMMUNITY BOTH YEAR-ROUND AND DURING CRISIS SITUATIONS. IN SUPPORTING OUR NON-PROFIT PARTNERS, UNITED WAY IS ADVANCING THEIR MISSION BY PROVIDING: LEADERSHIP: WITH OVER 64 YEARS' EXPERIENCE, WE ARE EXPERTS IN THE CAUSES WE FIGHT FOR. WE RESPOND AND SOLVE COMPLEX PROBLEMS, LEAD CONVERSATIONS ON SOCIAL ISSUES AND LEVERAGE COMMUNITY VOICES TO WORK TOGETHER IN CREATING CHANGE.
FORM 990, PART VI, SECTION B, LINE 11B THE DRAFT FORM 990 IS PROVIDED TO THE FINANCE & AUDIT COMMITTEE SEVERAL DAYS IN ADVANCE OF THE MEETING AT WHICH IT IS REVIEWED BY THE PREPARER. UPON APPROVAL IT IS SENT TO THE BOARD OF DIRECTORS AT LEAST SEVERAL DAYS IN ADVANCE OF THE MEETING AT WHICH IT IS REVIEWED.
FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REQUIRES ALL DIRECTORS, OFFICERS AND KEY EMPLOYEES TO ANNUALLY DISCLOSE ANY CONFLICT OF INTEREST AND SIGN A CONFLICT OF INTEREST STATEMENT. THIS IS DONE AT THE FIRST BOARD MEETING OF THE YEAR. THE EXECUTIVE ASSISTANT TO THE PRESIDENT AND CEO ENSURES THAT EACH BOARD MEMBER SUBMITS THE FORM AND REPORTS CONFLICTS OF INTEREST. IN THE EVENT OF A CONFLICT DURING THE YEAR, THAT BOARD MEMBER WILL RECUSE THEMSELVES FROM ANY APPLICABLE DISCUSSION OR VOTE.
FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE ACTS AS A "COMPENSATION COMMITTEE" IN THE CONTEXT OF ESTABLISHING COMPENSATION FOR THE CEO/EXECUTIVE DIRECTOR. MANAGEMENT COMPENSATION (EXCLUDING THE PRESIDENT AND CEO) IS ESTABLISHED BY THE PRESIDENT AND CEO AND REVIEWED WITH THE EXECUTIVE COMMITTEE OF THE BOARD. DATA FROM THE NATIONAL AND REGIONAL SALARY SURVEYS OF BOTH NON-PROFIT ORGANIZATIONS OF SIMILAR SIZE IS REFERENCED IN COMPENSATION DECISIONS. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2023.
FORM 990, PART VI, SECTION C, LINE 18 IN ADDITION TO POSTING THE FORM 990 ON ITS WEBSITE, THE ORGANIZATION MAKES ITS FEDERAL TAX RETURNS AVAILABLE FOR INSPECTION UPON REQUEST.
FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S FINANCIAL STATEMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE. THE CONFLICT OF INTEREST POLICY AND BYLAWS ARE AVAILABLE UPON REQUEST.
FORM 990, PAGE 12, PART XII, LINE 2C THE PROCESS FOR THE OVERSIGHT OF THE AUDIT AND THE SELECTION PROCESS OF AN INDEPENDENT AUDITOR REMAINS UNCHANGED FROM THE PRIOR YEAR.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990) 2021


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