TY 2024 Form 990

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)	(E) Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)
(1) Rebecca Melton...................................................................... President	38.00 ................. 0.00		X	110,317	19,394
(2) Elizabeth Starnes...................................................................... Director of Finance and HR Administ	38.00 ................. 0.00			56,312	5,131
(3) Dean Faile...................................................................... Director	1.00 ................. 0.00	X		0	0
(4) Lisa Cowart...................................................................... Imeed Past Chai	3.00 ................. 0.00	X	X	0	0
(5) Michelle Harris...................................................................... Director	1.00 ................. 0.00	X		0	0
(6) Kelly Coxe...................................................................... Director	1.00 ................. 0.00	X		0	0
(7) Stacey Moore...................................................................... Vice Chair	3.00 ................. 0.00	X	X	0	0
(8) Gina Jenkins...................................................................... Director	1.00 ................. 0.00	X		0	0
(9) Heather Mouzon...................................................................... Director	1.00 ................. 0.00	X		0	0
(10) Nicole Flippin...................................................................... Director	1.00 ................. 0.00	X		0	0
(11) Josh Nyegaard...................................................................... Director	1.00 ................. 0.00	X		0	0
(12) Geri Hopkins...................................................................... Director	1.00 ................. 0.00	X		0	0
(13) Tyson Blanton...................................................................... Director	1.00 ................. 0.00	X		0	0
(14) Lorin Hamilton...................................................................... Treasurer	3.00 ................. 0.00	X	X	0	0
(15) Tiffany McCallum...................................................................... Director	1.00 ................. 0.00	X		0	0
(16) Scott Wallace...................................................................... Secretary	1.00 ................. 0.00	X	X	0	0
(17) Dewayne Alford...................................................................... Director	1.00 ................. 0.00	X		0	0

- TIN:

SCHEDULE A
(Form 990)

Department of the Treasury
Internal Revenue Service

Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow

Attach to Form 990 or Form 990-EZ.
right arrow

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

OMB No. 1545-0047

2024

Open to Public
Inspection

Name of the organization

United Way of York County SC

Employer identification number

57-0360058

Part I

Reason for Public Charity Status (All organizations must complete this part.) See instructions.

The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.)

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

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

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

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

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

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

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

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

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

An organization that normally receives: (1) more than 33 1/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 33 1/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)

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

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

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

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

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

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

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

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

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

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


Total

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

Cat. No. 11285F

Schedule A (Form 990) 2024

Page 2

Part II

Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization failed to qualify under the tests listed below, please complete Part III.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2020	(b) 2021	(c) 2022	(d) 2023	(e) 2024	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..	1,160,196	1,116,996	991,427	998,488	972,562	5,239,669
2	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf ....						0
3	The value of services or facilities furnished by a governmental unit to the organization without charge..						0
4	Total. Add lines 1 through 3	1,160,196	1,116,996	991,427	998,488	972,562	5,239,669
5	The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f) ..						0
6	Public support. Subtract line 5 from line 4.						5,239,669

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2020	(b) 2021	(c) 2022	(d) 2023	(e) 2024	(f) Total
7	Amounts from line 4..	1,160,196	1,116,996	991,427	998,488	972,562	5,239,669
8	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...	95,573	-65,250	43,279	14,824	24,645	113,071
9	Net income from unrelated business activities, whether or not the business is regularly carried on..						0
10	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..	5,326	1,706	14,050	3,517		24,599
11	Total support. Add lines 7 through 10						5,377,339

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

First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here ........................................ right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2024 (line 6, column (f) divided by line 11, column (f)) .........

97.440 %

Public support percentage for 2023 Schedule A, Part II, line 14 ...............

97.920 %

16a

33 1/3% support test—2024. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization ....................... right arrow

33 1/3% support test—2023. 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—2024. If the organization did not check a box on line 13, 16a, or 16b, and line 14 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow

10%-facts-and-circumstances test—2023. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow

Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow

Schedule A (Form 990) 2024

Page 3

Part III

Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2020	(b) 2021	(c) 2022	(d) 2023	(e) 2024	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .
2	Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose
3	Gross receipts from activities that are not an unrelated trade or business under section 513 .....
4	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
5	The value of services or facilities furnished by a governmental unit to the organization without charge
6	Total. Add lines 1 through 5
7a	Amounts included on lines 1, 2, and 3 received from disqualified persons
b	Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.
c	Add lines 7a and 7b..
8	Public support. (Subtract line 7c from line 6.)

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2020	(b) 2021	(c) 2022	(d) 2023	(e) 2024	(f) Total
9	Amounts from line 6...
10a	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
b	Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.
c	Add lines 10a and 10b.
11	Net income from unrelated business activities not included on line 10b, whether or not the business is regularly carried on.
12	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..
13	Total support. (Add lines 9, 10c, 11, and 12.)..

First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here................................................. right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2024 (line 8, column (f) divided by line 13, column (f)) .........

Public support percentage from 2023 Schedule A, Part III, line 15 ...............

Section D. Computation of Investment Income Percentage

Investment income percentage for 2024 (line 10c, column (f) divided by line 13, column (f)) ......

Investment income percentage from 2023 Schedule A, Part III, line 17 .............

19a

33 1/3% support tests-2024. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow

33 1/3 % support tests—2023. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ..... right arrow

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

Schedule A (Form 990) 2024

Page 4

Part IV

Supporting Organizations

(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, of Part I, complete Sections A and B. If you checked box 12b, of Part I, complete Sections A and C. If you checked box 12c, of Part I, complete Sections A, D, and E. If you checked box12d, of Part I, complete Sections A and D, and complete Part V.)

Section A. All Supporting Organizations

Yes

Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.

Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).

Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer lines 3b and 3c below.

Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.

Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.

Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked box 12a or 12b in Part I, answer lines 4b and 4c below.

Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.

Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.

Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer lines 5b and 5c below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).

Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?

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

Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.

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

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

Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons, as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.

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

Did a disqualified person (as defined on line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.

10a

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

10a

Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).

10b

Schedule A (Form 990) 2024

Page 5

Part IV

Supporting Organizations (continued)

Yes

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

A person who directly or indirectly controls, either alone or together with persons described on lines 11b and 11c below, the governing body of a supported organization?

11a

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

11b

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

11c

Section B. Type I Supporting Organizations

Yes

Did the officers, directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.

Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.

Section C. Type II Supporting Organizations

Yes

Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).

Section D. All Type III Supporting Organizations

Yes

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

Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).

By reason of the relationship described in line 2 above, did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.

Section E. Type III Functionally-Integrated Supporting Organizations

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

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

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

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

Activities Test. Answer lines 2a and 2b below.

Yes

Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.

Did the activities described on line 2a, above constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.

Parent of Supported Organizations. Answer lines 3a and 3b below.

Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations?If "Yes" or "No", provide details in Part VI.

Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.

Schedule A (Form 990) 2024

Page 6

Part V

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

Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970 (explain in Part VI). See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.

	Section A - Adjusted Net Income		(A) Prior Year	(B) Current Year (optional)
1	Net short-term capital gain	1
2	Recoveries of prior-year distributions	2
3	Other gross income (see instructions)	3
4	Add lines 1 through 3	4
5	Depreciation and depletion	5
6	Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions)	6
7	Other expenses (see instructions)	7
8	Adjusted Net Income (subtract lines 5, 6 and 7 from line 4)	8

	Section B - Minimum Asset Amount		(A) Prior Year	(B) Current Year (optional)
1	Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year):	1
a	Average monthly value of securities	1a
b	Average monthly cash balances	1b
c	Fair market value of other non-exempt-use assets	1c
d	Total (add lines 1a, 1b, and 1c)	1d
e	Discount claimed for blockage or other factors (explain in detail in Part VI):
2	Acquisition indebtedness applicable to non-exempt use assets	2
3	Subtract line 2 from line 1d	3
4	Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions).	4
5	Net value of non-exempt-use assets (subtract line 4 from line 3)	5
6	Multiply line 5 by 0.035	6
7	Recoveries of prior-year distributions	7
8	Minimum Asset Amount (add line 7 to line 6)	8

	Section C - Distributable Amount		Current Year
1	Adjusted net income for prior year (from Section A, line 8, Column A)	1
2	Enter 85% of line 1	2
3	Minimum asset amount for prior year (from Section B, line 8, Column A)	3
4	Enter greater of line 2 or line 3	4
5	Income tax imposed in prior year	5
6	Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions)	6

Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)

Schedule A (Form 990) 2024

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 2024 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-2024	(iii) Distributable Amount for 2024
1 Distributable amount for 2024 from Section C, line 6
2 Underdistributions, if any, for years prior to 2024 (reasonable cause required-- explain in Part VI). See instructions.
3 Excess distributions carryover, if any, to 2024:
a From 2019.......
b From 2020.......
c From 2021.......
d From 2022.......
e From 2023.......
fTotal of lines 3a through e
g Applied to underdistributions of prior years
h Applied to 2024 distributable amount
i Carryover from 2019 not applied (see instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.
4Distributions for 2024 from Section D, line 7:
$
a Applied to underdistributions of prior years
b Applied to 2024 distributable amount
c Remainder. Subtract lines 4a and 4b from line 4.
5 Remaining underdistributions for years prior to 2024, 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 2024. 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 2025. Add lines 3j and 4c.
8 Breakdown of line 7:
a Excess from 2020.....
b Excess from 2021.....
c Excess from 2022.....
d Excess from 2023.....
e Excess from 2024.....

Schedule A (Form 990) (2024)

Schedule A (Form 990) 2024

Page 8

Part VI

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

Facts And Circumstances Test

Return Reference	Explanation

Schedule A (Form 990) 2024

Additional Data

Software ID:	24020490
Software Version:	2024v5.2

- TIN:

Schedule B
(Form 990)
(Rev. January 2025)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

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

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

OMB No. 1545-0047

Name of the organization

United Way of York County SC

Employer identification number

57-0360058

Organization type (check one):

Filers of:

Section:

Form 990 or 990-EZ

501(c)( ) (enter number) organization

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

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

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

501(c)(3) taxable private foundation

Check if your organization is covered by the General Rule or a Special Rule.
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.

General Rule

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

Special Rules

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

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

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

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) (Rev. 1-2025)

Schedule B (Form 990) (Rev. 1-2025) Page 2

Name of organization United Way of York County SC

Part I	Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
RESTRICTED	,	$ RESTRICTED	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)

Schedule B (Form 990) (Rev. 1-2025)

Page 3

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

Part II	Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
Schedule B (Form 990) (Rev. 1-2025)

Schedule B (Form 990) (Rev. 1-2025)

Page 4


Name of organization United Way of York County SC			Employer identification number 57-0360058
Part III Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $ Use duplicate copies of Part III if additional space is needed.

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

Schedule B (Form 990) (Rev. 1-2025)

Additional Data

Software ID:	24020490
Software Version:	2024v5.2

- TIN:

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
right arrow

Attach to Form 990.
right arrow

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

OMB No. 1545-0047

Open to Public Inspection

Name of the organization

United Way of York County SC

Employer identification number

57-0360058

Part I

Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.

		(a) Donor advised funds	(b) Funds and other accounts
1	Total number at end of year .........
2	Aggregate value of contributions to (during year)
3	Aggregate value of grants from (during year)
4	Aggregate value at end of year ........

Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............

Yes No

Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................

Yes No

Part II

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

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

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

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.


a	Total number of conservation easements ......................	2a
b	Total acreage restricted by conservation easements ....................	2b
c	Number of conservation easements on a certified historic structure included in (a) .....	2c
d	Number of conservation easements included in (c) acquired after July 25, 2006, and not on a historic structure listed in the National Register ...	2d

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

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

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

Yes No

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

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

Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................

Yes No

In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.

If the organization elected, as permitted under FASB ASC 958, not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.

If the organization elected, as permitted under FASB ASC 958, to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:

(i)

Revenue included on Form 990, Part VIII, line 1 ......................... right arrow

(ii)

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

If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under FASB ASC 958 relating to these items:

Revenue included on Form 990, Part VIII, line 1 .......................... right arrow

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

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

Cat. No. 52283D

Schedule D (Form 990) (Rev. 1-2025)

Page 2

Part III

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

Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):

Public exhibition

Loan or exchange programs

Scholarly research

Other

Preservation for future generations

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

During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...

Yes No

Part IV

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

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

Yes No


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

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

Yes No

If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....

Part V

Endowment Funds.
Complete if the organization answered "Yes" on Form 990, Part IV, line 10.

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

1a	Beginning of year balance ....	467,821	416,443	376,424	441,979	346,762
b	Contributions ...
c	Net investment earnings, gains, and losses	65,488	54,784	43,121	-62,052	98,298
d	Grants or scholarships ...
e	Other expenditures for facilities and programs ...
f	Administrative expenses ....	3,633	3,406	3,102	3,503	3,081
g	End of year balance ......	529,676	467,821	416,443	376,424	441,979

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

Board designated or quasi-endowment right arrow

100.000 %

Permanent endowment right arrow

Term endowment right arrow

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

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

Yes

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

3a(i)

Yes

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

3a(ii)

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

Describe in Part XIII the intended uses of the organization's endowment funds.

Part VI

Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.

Description of property		(a) Cost or other basis (investment)	(b) Cost or other basis (other)	(c) Accumulated depreciation	(d) Book value

1a	Land .....
b	Buildings ....	272,750	136,378	136,372
c	Leasehold improvements	65,530	26,631	38,899
d	Equipment ....	32,381	29,651	2,730
e	Other .....
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..				178,001

Schedule D (Form 990) (Rev. 1-2025)

Page 3

Part VII

Investments - Other Securities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.

(a) Description of security or category (including name of security)	(b) Book value	(c) Method of valuation: Cost or end-of-year market value
(1) Financial derivatives.........
(2) Closely-held equity interests........
(3)Other
(A)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)

Part VIII

Investments - Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.

(a) Description of investment	(b) Book value	(c) Method of valuation: Cost or end-of-year market value

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)

Part IX

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

(a) Description				(b) Book value

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........				529,676

Part X

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

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









Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII

Schedule D (Form 990) (Rev. 1-2025)

Page 4

Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total revenue, gains, and other support per audited financial statements .......			1	1,059,062
2	Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a	Net unrealized gains (losses) on investments ....	2a	61,855
b	Donated services and use of facilities .........	2b
c	Recoveries of prior year grants ...........	2c
d	Other (Describe in Part XIII.) ...........	2d
e	Add lines 2a through 2d .....................			2e	61,855
3	Subtract line 2e from line 1..................			3	997,207
4	Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b .	4a
b	Other (Describe in Part XIII.) ...........	4b
c	Add lines 4a and 4b....................			4c
5	Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ......			5	997,207

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	978,907
2	Amounts included on line 1 but not on Form 990, Part IX, line 25:
a	Donated services and use of facilities .........	2a
b	Prior year adjustments ............	2b
c	Other losses ................	2c
d	Other (Describe in Part XIII.) ...........	2d
e	Add lines 2a through 2d....................		2e
3	Subtract line 2e from line 1...................		3	978,907
4	Amounts included on Form 990, Part IX, line 25, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b ..	4a
b	Other (Describe in Part XIII.) ...........	4b
c	Add lines 4a and 4b.....................		4c
5	Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ......		5	978,907

Part XIII

Supplemental Information

Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.

Return Reference

Explanation

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

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

Part X : FIN48 Footnote

The Organization has received a determination letter from the Internal Revenue Service (IRS) indicating it is a tax-exempt organization under Section 501(c) (3) of the Internal Revenue Code and is subject to federal income tax only on net unrelated business income. Management has determined that the Organization has no current obligations for unrelated business income tax. Accordingly, no provisions for federal and state income taxes are required.Accounting principles generally accepted in the United States of America require management to evaluate tax positions taken by the Organization and recognize a tax liability (or asset) if the Organization has taken an uncertain position that more likely than not would not be sustained upon examination by the IRS. Management has analyzed the tax position taken by the Organization, and has concluded that as of June 30, 2025 and 2024, there are no uncertain positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements. The Organization is subject to routine audits by taxing jurisdiction; however, there are currently no audits for any tax periods in progress. Management believes it is no longer subject to income tax examinations for tax years prior to 2020.

Schedule D (Form 990) (Rev. 1-2025)

Additional Data

Software ID:	24020490
Software Version:	2024v5.2

- TIN:

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

Schedule I
(Form 990)
(Rev. January 2025)

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 instructions and the latest information.

OMB No. 1545-0047

Open to Public
Inspection

Name of the organization
United Way of York County SC

Employer identification number
57-0360058

Part I

General Information on Grants and Assistance

Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................

Yes No

Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.

Part II

Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient

that received more than $5,000. Part II can be duplicated if additional space is needed.

(a) Name and address of organization or government	(b) EIN	(d) Amount of cash grant	(h) Purpose of grant or assistance
(1) A Fathers Way PO Box 1896 Lancaster,SC29721	57-1084669	25,000	Community Investment
(2) Alston Wilkes Society 3519 Medical Drive Columbia,SC29203	57-0477907	10,000	Community Investment
(3) Bethel Shelters 1232 Curtis Street Rock Hill,SC29730	85-1248085	35,000	Community Investment
(4) Childrens Attention Home PO Box 2912 Rock Hill,SC29732	57-0527092	20,252	Community Investment
(5) Financial Stability Network 226 Northpark Dr Ste 100 Rock Hill,SC29731		38,000	Community Investment
(6) Habitat for Humanity of YC 825 N Anderson Road Rock Hill,SC29730	57-0861107	107,313	Community Investment, Hurricane Hel
(7) Neffs Garage 2049 Woodcrest Circle Rock Hill,SC29730	88-1197748	6,750	Community Investment
(8) Pilgrims Inn PO Box 11328 Rock Hill,SC29731	57-0789205	10,000	Community Investment
(9) Rock Hill Economic Developmen PO Box 11706 Rock Hill,SC29732	57-0750323	17,500	Community Investment
(10) Rock Hill Sch Dist Fou PO Box 12286 Rock Hill,SC29731	57-0862203	31,075	Community Investment
(11) Safe Passage Inc 104 Oakland Ave PO Box 11458 Rock Hill,SC29731	57-0951338	15,000	Community Investment
(12) York Co First Steps 507 E Black St PO Box 969 Rock Hill,SC29731	57-1097951	60,922	Community Investment, Childcare Gra
(13) York School District 1 PO Box 770 York,SC29745	57-0792932	22,500	Community Investment

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

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

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

Cat. No. 50055P

Schedule I (Form 990) Rev. 1-2025

Page 2

Part III

Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.

(a) Type of grant or assistance	(b) Number of recipients	(c) Amount of cash grant	(d) Amount of noncash assistance	(e) Method of valuation (book, FMV, appraisal, other)	(f) Description of noncash assistance

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

Part IV

Supplemental Information. Provide the information required in Part I, line 2; Part III, column (b); and any other additional information.

Return Reference

Explanation

Additional Supplemental Information

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

Schedule I (Form 990) Rev. 1-2025

Additional Data

Software ID:	24020490
Software Version:	2024v5.2

- TIN:

SCHEDULE O
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service

Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

Open to Public
Inspection

Name of the organization

United Way of York County SC

Employer identification number

57-0360058

Return Reference	Explanation
Form 990, Part VI, Section B, Line 11b	The Tax Preparer presents the IRS Form 990 and Audit to the Audit Committee for review and then the Board of Directors for review. The Complete IRS Form 990 is emailed to the Audit Committee, Finance Committee and full Board of Directors prior to their respective meetings. Final signed copy of IRS Form 990 and date filed is emailed to full Board of Directors.
Form 990, Part VI, Section B, Line 12c	Conflict of Interest: All United Way paid staff receive the Conflict of Interest Policy on an annual basis and must disclose any potential conflict of interest. The President discloses any potential conflict of interest to the Board Chairman and Human Resource Task Force. UWYC's Board of Directors receive a Board Agreement form and Conflict of Interest Policy at the first board meeting of the year to establish their independence and determine potential conflict of interest situations. This document is reviewed by President and kept on file. Executive Committee is notified if potential situation arises. In addition, all Grant/Allocation Investment Team volunteers submit conflict of interest statements to allow team assignments that prevent conflict of interest in funding recommendations. All volunteers must disclose potential conflict of interest and recuse themselves from any action, which will be documented in official minutes.
Form 990, Part VI, Section B, Line 15a	Staff salaries and benefits comprising total compensation are reviewed annually as part of the regular budgeting forecast by the Finance Committee and the Human Resource Task Force. The Board of Directors must approve the budget recommendation including total compensation for all staff prior to start of new fiscal year. The President is responsible for annual evaluation of staff including performance review by supervisor. The HR Task Force reviewed Compensation Studies from United Way Worldwide Salary and Compensation Report Comparison of similar size and scope of other United Way organizations, Together SC, other non-profit IRS Form 990s and surveys from several local partner agencies. Based on these surveys, a range of salaries was determined for each level and responsibility. The HR Task Forces presented their recommendation to the full Board of Directors for approval. The President's performance and achievement of overall goals for the organization is evaluated annually by the HR Task Force and the Executive Committee of the Board of Directors. The full Board receives a summary of President's review and compensation.
Form 990, Part VI, Section C, Line 19	Public inspection of financial statements, governing documents and Conflict of Interest Policy: UWYC posts its most recent audited financial statements and IRS Form 990 on the organization's website www.unitedwayofyc.org. IRS form 990 is submitted to SC Secretary of State's Office of Charitable Organizations. Individuals may also call the UWYC office at 803-324-2735.
Financial Literacy Community indicators - time period 2015-2020	Financial Literacy Community IndicatorsIndicator 2024-2025Median Family Income $101,836% of working families earning $50,000 annually or less 27%% of female headed households earning below ALICE survival threshold 70%Workforce Development Community IndicatorsIndicator 2024-2025% of adults aged 25 and older less than high school education 7.4%% of population (16+) who are unemployed 3%Economic and Family Support Community IndicatorsIndicator 2024-2025% of families who are rent burdened (rent over 30% of income) 71%% of families who are mortgage burdened (mortgage over 30% of income) 41%% of families utilizing SNAP 6.6%% of families who are uninsured or under insured 7.4%
Form 990 Page 1 Part I Summary -	United Way of York County, SC (UWYC) Mission Statement is: Help 3,000 York County families achieve financial stability by 2030 As the backbone of our new issue-focused model, UWYC has set a Bold Goal to help 3,000 York County Families achieve financial stability by 2030. A financially stable family is one that can meet their needs without assistance. It is easy to be passionate about work that matters. To achieve the bold goal, UWYC has organized our impact work into five key areas:1. Community Investment Process2. Collaborative Programs and Services3. DEI Work4. Community Engagement5. Evaluation and Measurement UWYC believes that we can significantly move the needle in leading families towards financial stability by focusing on these five areas.
Form 990 Page 2 Part III Line 4a	Community Investment Process Continuation:Community Investment Process: Agencies seeking direct funding through UWYC must meet eligibility and financial reporting requirements and demonstrate that their local programs meet identified needs and issues. Agencies approved for funding must submit quarterly financial and quarterly outcome reports to maintain accountability and transparency to receive funds. Agencies failing to submit reports in a timely manner may face penalty or forfeit remaining funds for noncompliance of Memorandum of Agreement. The Community Investment Cabinet, along with local volunteers ensure that these requirements are met by all funded partners.The Community Investment Cabinet (CIC) consists of volunteers and United Way board members. The CIC evaluates the funding proposals in relationship to the board approved financial stability root cause indicators and potential for creating lasting change with available funds for program distribution. The CICs funding recommendation is acted upon and approved by UWYCs Board of Directors based on each years projected revenue results. We utilize an online platform, Community Force (CF), to collect grant applications and other reports. All agencies submitted their eligibility, application, and all reports via this system. CIC members reviewed and evaluated the agency applications via the CF system. This years allocation meetings were conducted via Zoom virtual meeting technology. CIC members and UWYC staff joined sessions with agency leaders to evaluate their program and learn more about their grant request.The Community Investment Process is a cost-effective way to evaluate agency program applications and to ensure that the people who live and work in the community served by UWYC are represented in funding decisions. The annual Community Investment process utilized 26 local volunteers that were assigned to teams that review program applications, complete agency evaluation rubrics and interview agency leadership to make informed decisions and funding recommendations. Volunteers come from a wide array of business, government, health care, education, and other professions. UWYC trains these volunteers in evaluating program outcomes and reviewing agency financial information. This year we added volunteers that were experienced in financial stability. We specifically engaged individuals with expertise in financial literacy and workforce development. The UWYC scoring system is designed to encourage reliable scoring of applications. The UWYC grant application scoring system uses a 9-point scale. In assigning their score, reviewers consider: Alignment with the Bold Goal The financial capability of the agency Whether the agency serves the target population The extent to which the program uses an evidence-based model that can demonstratehow it meets a need in the target population The impact of the program on the target population The quality of the demographic data provided by the agency Submission of required documentation Alignment with one or more special considerationsThe following summarizes the Community Investment activities of United Way of York County as of June 30, 2025:1. Financial Stability Partner GrantsUWYC invested a total of $357,500 as part of our UWYC Grants this fiscal year. Our CIC provided $307,000 in Financial Stability Partner Grants to 12 agencies for the 2024-25 funding cycle from July 1, 2024, to June 30, 2025. The grant recipients were A Father's Way, Alston Wilkes Society, Bethel Shelters, Children's Attention Home, Habitat for Humanity, Pilgrims Inn, The Foundation for Rock Hill Schools, Rock Hill Economic Development Corporation, Safe Passage, United Way of York County, York County First Steps, and York One Schools. United Way of York Countys Financial Stability partners served 1,144 individuals during the 2024-2025 funding cycle. These partners report quarterly on required metrics and the impact of this work can be found in Section 5, Evaluation and Measurement. They served clients in three specific areas: Financial Literacy, Workforce Development, and Economic and Family Support. In addition to our typical Financial Stability Partner Grants, UWYC provided the following additional grant opportunities as part of our 2024-25 cycle.Childcare Assistance Program: UWYC partnered with York County First Steps and York Technical College to provide Childcare Assistance for York Technical College students up to $185 per week per student. UWYC invested $44,660 in this program to provide assistance for 5* York Technical College students, covering the childcare tuition for their children for the entire academic year. *Note: One student left YTC after the fall semester and was replaced with a new student for the spring semester.Emergency Food and Shelter National Board Program : The Emergency Food and Shelter National Board Program (EFSP) is a federal program administered by the US Department of Homeland Securitys Federal Emergency Management Agency (FEMA) and has been entrusted through the McKinney-Vento Homeless Assistance Act (PL 100-77) to supplement and expand ongoing efforts to provide shelter, food and supportive services for the nations hungry and homeless, and people in economic crisis. The National Board selected United Way Worldwide to once again serve as Secretariat and Fiscal Agent to the National Board. In addition to representatives of National Board organizations, the authorization as revised (PL 102-550) in 1992 requires that a homeless or formerly homeless person be a member of each EFSP Local Board. York County is a funded jurisdiction under the following phase: UWYC is responsible for managing a local EFSP board whose role is to advertise the availability of funds, establish priorities among community needs, allocation of funds to non-profit and government emergency food and shelter agencies, and help monitor program compliance. UWYC provides staffing for the administration of the York County jurisdiction and maintains a shared client database to prevent duplication of service. Past local recipient organizations have been Clover Area Assistance Center and the Housing and Development Corporation of Rock Hill. UWYC is awaiting further guidance on the potential of receiving funding for Phase 42.Emergency Assistance: The UWYCs Last Resort Fund is dedicated to helping working individuals and families through an unexpected and unbudgeted expense or loss of income. Recipients of assistance must be employed, and expenses cannot be used for expenses such as prescriptions or funerals. Allowable expenses include rent, utilities, and other expenses deemed necessary in nature. Prior to approval of emergency fund assistance, clients must be able to demonstrate that the assistance will solve his or her existing problem and not just postpone it. In 2024- 025, 13 clients were helped for a total of $6,424.38 in the following categories of need: rent, utilities, childcare and transportation.
Form 990 Page 2 Part III Line 4b	Collaborative Programs and ServicesMoney Works Financial Literacy Program: In partnership with The City of Rock Hill, United Way staff worked to develop a financial literacy program for Citizens of Rock Hill. Based on the FDIC's evidence-based curriculum, Money Smart, Money Works is a "choose your own path" program that allows clients to customize their experience based on their financial knowledge and skills, as well as their long-term goals. Each participant partners with a Money Works staff member to provide individual financial coaching and support and choose the modules that best suit their specific needs. The modules are:i. Module 1: Money Values & Influencesii. Module 2: Income & Expensesiii. Module 3: Spending & Saving Planiv. Module 4: Bankingv. Module 5: Savingsvi. Module 6: Credit Reports & Scoresvii. Module 7: Managing Debtviii. Module 8: Buying a Homeix. Module 9: Foreclosure Preventionx. Module 10: Building Your Financial FutureThe Money Works program is structured to provide financial education for working families. Through these individualized relationships, clients gain the skills necessary to make their financial goals a reality. Money works is used in one-on-one financial coaching with participants in the Financial Stability Network. In the 2024-2025 fiscal year, case managers/financial coaches provided 15 hours of financial coaching to FSN participants.Innovative Strategies- Power to Thrive: UWYCs innovative Impact Strategy, Power to Thrive, removes barriers to help low-to-moderate income families more easily access and navigate services to reach financial stability. An Individuals path to self-sufficiency is often filled with obstacles that can slow or even prevent them from escaping poverty. We have a responsibility to focus our resources where the greatest impact can be made to eliminate the complex hurdles limiting families to simply survive instead of truly thriving. Power to Thrive implements UWYCs Three Cs: Champion, Connect, and Convene:I. Champion: Financial Stability Advocacy, United Way seeks to educate our community about the many barriers families face on their path to stability. We are in communication with local, state, and federal officials about policies and decisions that influence ones ability to be financially secure.II. Connect: Financial Stability Grants, our impact work requires not only collaboration but also an investment in deeper relationships with our strategic partners. High impact organizations can apply for our financial stability grants on an annual basis. We utilize the Results-Based Accountability framework to hold ourselves and our partners accountable to collective impact outcomes that move the needle on our communitys challenges.III. Convene: UWYCs Financial Stability Network, UWYC serves as a lead organization in convening partners to seamlessly connect families with organizations addressing common barriers to financial stability. This innovative approach relies on collaboration to provide case management and coaching to remove barriers and support families on a path to pursue their dreams of financial self-sufficiency.IV. Financial Stability Network: UWYC Staff worked with 15 participants during the 24-25 fiscal year. The Financial Stability Network (FSN) offers one-on-one centralized case management, financial coaching, and economic and family support services. Case managers meet with individuals to assess participants needs and connect them with the resources needed to assist them in reaching their financial goals. Goals are set during the intake process and case managers and financial coaches work with individuals to assist them in reaching these goals. Goals are reviewed during each interaction with participant and assessments are revisited on a quarterly basis to track progress and to make improvements to program delivery as needed. Case management plays a key role in keeping families engaged in the program by removing short-term barriers that arise when families face a financial crisis. The Economic and Family Support Fund helps families deal with emergency situations that would otherwise derail their participation. For example, case managers may assist with utility bills, childcare costs, or lack of transportation. These crisis situations add stress to the family and divert attention from their long-term goals. By resolving crisis situations internally when they are brought to the attention of the case manager, families can remain on the path to financial stability without disruption. In the 2024-2025 year, the Economic and Family Support Fund dedicated $5,874.11 to addressing client emergencies in the FSN. Additionally, the FSN is intentional about fostering working relationships with other agencies in the community to create a seamless referral network that best serves participants. Services include employment services and career advancement opportunities, financial education/coaching and asset building, and income support. Through these individualized relationships, participants gain the skills and resources necessary to make their financial and career plans a reality.Letter Carriers Stamp Out Hunger Food Drive: Each year York County community residents participate in the annual Stamp Out Hunger Food Drive. UWYC partners with the National Association of Letter Carriers through our local post offices and coordinates with food banks that need their shelves stocked during critical summer months. Residents are encouraged to leave non-perishable food items by their mailbox for local mail carriers to pick-up. In York County, food items were collected in Rock Hill and Fort Mill, where residents donated 7,304.50 pounds of food.i. HOPE of Rock Hill received 1,200 pounds of foodii. Pilgrims Inn received 1,031 pounds of foodiii. Love N Cherish received 1,084.50 pounds of foodiv. The Salvation Army received 1,025 pounds of foodv. Fort Mill Care Center received 2,964 pounds of foodVolunteer Income Tax Assistance Program: The Volunteer Income tax Assistance (VITA) program offers free tax help to people who make $67,000 or less, persons with disabilities, the elderly, and limited English-speaking taxpayers who need assistance in preparing their own tax returns. In addition to providing free tax preparation, VITA works to ensure everyone in the community receives all tax credits and deductions for which they are eligible; especially Earned Income Tax Credit, Child Tax Credit, Education Tax Credits, and Child Care Tax deduction. IRS-certified volunteers provide free basic income tax return preparation with electronic filing to qualified individuals. UWYC assists by promoting this service annually to eligible residents of York County and supporting the VITA volunteers. The VITA program filed 5,158 Federal and State tax returns for the 2024 tax year. Over $3,277,880 was refunded to filers. This years total economic impact on York County was significant.
Form 990 Page 2 Part III Line 4c	Community Engagement Community Education through Financial Hardship Simulations: As part of our community engagement strategy, United Way of York County facilitated the Building Your Budget Household Survival Simulation for 545 individuals in York County. Building Your Budget is an interactive in-person activity that builds understanding about how low-wage jobs affect individuals and families. UWYC created this simulation to help people better understand what it is like to have a low-wage job, by challenging the player to live on various low-wage incomes based on York County wages. The participants are asked to make tough decisions regarding housing, transportation, food, childcare, and other major decisions for their families, all while facing unexpected challenges.Asset Limited, Income Constrained, Employed {ALICE) Data: Started by the UW of NW New Jersey, United for ALICE represents a grassroots movement to raise awareness about an essential but previously hidden part of our community, ALICE: Asset Limited, Income Constrained, Employed. ALICE earns more than the official US Poverty Level, but less than what it costs to survive in the counties where they live. In coordination with the United Ways of SC, UWYC supported the development and launch of South Carolina for ALICE. Our local ALICE report provides York County specific data on the actual costs of a Household Survival Budget based on family composition and how many households earn below that amount. Household Survival Budgets consider variables such as housing, childcare, food, transportation, healthcare, technology, and taxes to calculate the minimum cost to live and work in York County. This initiative helps to provide current research to quantify the basic cost of living, identify and assess financial hardship, and identify gaps in assistance and community resources, and stimulate action that will improve the financial stability and well-being of ALICE Families. UWYC has engaged in bimonthly meetings to expand internal knowledge on the lived experiences of ALICE families alongside United Ways of SC, engaged local stakeholders in the release of ALICE in Focus: Children data in September 2024 as well as the 2025 release, The State of ALICE: South Carolina in May 2025. Studies of ALICE data by UWYC staff and community members can inform our practice and work towards building solutions that will improve the experiences of ALICE families.
Form 990 Page 2 Part III Line 4d	Community ResiliencyEvery community deserves the opportunity to prosper. At UWYC we collaborate with our neighbors, partner agencies and businesses to build resilient communities that are ready for any challenge. Through disaster preparedness and community services we are strengthening the foundations of York County for a more secure future.a. York County Community Organizations Active in Disaster (YC-COAD): United Way of York County leads the steering committee of YCCOAD comprised of York Baptist Association, American Red Cross, Salvation Army, and our local Emergency Management. YC- COAD works to bring voluntary and governmental agencies as well as local businesses together to foster more effective preparedness, response and recovery to the community of York County in times of disaster. In contributing to long-term community strengthening through group training, workshops, collaboration and open communication, YC- COAD works to fill gaps that may exist in the response and recovery process of a disaster with the effective work of our local agencies in York County. YC- COAD strives to create an environment where every individual feels safe, supported, and empowered. YC- COAD Steering Committee meets on the first Monday of each month (September through June) and in the 2024-2025 fiscal year held 10 planning meetings. Bylaws were ratified April 7, 2025. Individual meetings with agencies have been held to assess strengths, needs, and support agencies throughout York County in a time of disaster to establish available resources in times of disaster and continue with the development of a collaborative and strengthenedcommunity.i. On April 29, 2025, Mary Louise Resch from the South Carolina Office of Resilience (SCOR) joined 14 community members from 8 YC-COAD agencies (including United Way of York County, York County Emergency Management, Rock Hill Housing Authority, Housing Development Corporation of Rock Hill, Clover Area Assistance Center, Habitat for Humanity, American Red Cross and The Haven) to review the role of SCOR in disasters in South Carolina through disaster case management, service referrals, coordination, potential for future trainings, and identification of funding sources in the event of a disaster.b. Hurricane Helene Response and Recovery: In response to the effects of Hurricane Helene, York County residents demonstrated a high desire to assist in efforts for recovery. In the weeks following Hurricane Helene, many calls were received with inquiries regarding inkind donations and volunteer opportunities. UWYC worked diligently to make connections with local drives and collection centers to appropriately place donations and connect volunteers with appropriate opportunities that would assist in recovery in areas that needed assistance. Recommendations were also made to those seeking volunteer opportunities to complete training programs to be prepared to assist in future disasters.i. UWYC Hurricane Helene Disaster Recovery Grant: In response to the damaging effects of Hurricane Helene in September of 2024, United Way of York County received granted funds from the One SC Fund in the amount of $3,747.23 and United Way Worldwide in the amount of $35,475.74 for a total of $39,222.97. Funds were sub-granted to Habitat for Humanity of York County to directly assist in repairs of homes for noninsured, low to moderate-income, owner-occupied residents of York County. In partnering with Habitat for Humanity of York County, funds positively impacted 11 individuals in five families by means of roof replacement and drywall repairs, restoring their homes from the effects of Hurricane Helene allowing families to continue to safely reside in their homes and strengthen resilience towards future natural disasters.c. United Way's Call Center 2-1-1: In September 2007, UWYC established this county-wide, federally designated calling code to provide residents with access to comprehensive information and referral for health and human services. United Way's 2-1-1 is a confidential and free service that is staffed 24/7 with an easy to remember number. 2-1-1 is accessible from both cell and land line telephones in York County. Callers are connected to our accredited call center, administered by the United Way Association of South Carolina. Certified call specialists make appropriate referrals to all area service providers in York County.i. In 2024-2025, 2,292 calls were received for York County and more than 7,963 community needs were identified and referred to appropriate agencies and organizations. York County assisted 323 residents with their needs via text message. Rent Assistance remains the most requested need for York County residents, making up 33% of all calls to our local 2-1-1. Shelters and electric service payment assistance were the second and third most requested services, making up 19% and 15% of all calls, respectively. In 2024- 2025 fiscal year more than 4,372 website connections were made in York County with local resources.ii. In the fall of 2024, Hurricane Helene's impact was noted through an influx of calls seeing disaster services account for 7% of total calls received by 2-1-1 creating connections for disaster related food assistance, shelter assistance, debris removal and clean up, insurance claims information, mental health services and cash grant assistance in recovery from the effects of the storm.Evaluation and MeasurementResults Based Accountability: United Way of York County implements a Results-Based Accountability model (RBA). The RBA model identifies both population and performance measures and is a simple, common-sense framework that everyone can understand. UWYC's funded partners report monthly on required performance measures that UWYC staff compiles to answer 3 questions: How much did we do? How well did we do it? and Is anyone better off? Population accountability organizes our work with partners to promote community wellbeing. In contrast, Performance Accountability organizes our work to have the greatest impact on our participants. What we do for our participants is our contribution to community impact. The data and transparency of the RBA model allows UWYC to hold partner agencies and internal reporting accountable for both the well-being of people and the performance of programs.The Results Based Accountability Results for the 2024-2025 Financial Stability Network Program and the 2024-2025 Financial Stability Partner Grants can be found below.i. Performance Measures: Organizations and programs can only be held accountable for the participants they serve. RBA helps organizations identify the role they play in community-wide impact by identifying specific participants who benefit from the services the organization provides. For programs and organizations, the performance measures focus on whether participants are better off as a result of your services. These performance measures also look at the quality and efficiency of these services. UWYC tracks the following performance measures in each of our impact areas:2024-2025 Financial Stability Network Program:How Much Did We Do?11 clients engaged in financial coaching15 clients identified financial goals15 participants are actively engaged in case management15 participants engaged in identifying/establishing personal goals7 participants are consistently following a budgetHow Well Did We Do It?100% of participants reported the program met or exceeded expectations100% of participants report they would recommend the program100% of participants reported that FSN staff was well prepared and knowledgeable;26% of participants decreased their debt40% of participants demonstrate an increased knowledge in financial literacyIs Anyone Better Off?15 participants opened or maintained a checking/savings account5 participants increased their credit score4 participants maintain a minimum $300 balance in a savings account3 participants reports always being able to pay their bills on time2 participants have been approved to purchase a home2024-2025 Financial Stability_ Partner Grants:1. Financial Literacy: UWYC's Financial Literacy partners served 552 individuals during this funding cycle. Our goal, in this first phase of funding, is for our Financial Literacy partners to track the number of participants who increase their knowledge of financial literacy practices and implement sound financial practices.How Much Did We Do?552 participants received some sort of Financial Literacy support491 participants took advantage of a financial literacy course or coachingHow Well Did We Do It?87% of participants completed their course or coaching programIs Anyone Better Off?40 families decreased their debt109 families increased their asset ownership54 families reported that they have achieved financial stability2. Underemployment: Our goal with Underemployment is to count the number of participants who are enrolled in job training programs in order to increase their wages. UWYC's Underemploy
Form 990 Page 2 Part III Line 4d Cont	How Well Did We Do It?48 participants are consistently able to pay their bills on time160 participants were referred to other providers or programs for wrap- around or continued services.Is Anyone Better Off?53% of participants received rent or mortgage assistance27% of participants received utility assistance20% of participants received transportation assistance13% of participants received childcare assistance74% of participants received food assistanceii. Population Measures: It is critical to identify powerful measures to determine the progress a community is making towards achieving Financial Stability. For communities, the measurements are known as community indicators and are usually collected by public agencies. UWYC tracks the following community indicators related to Financial Stability:Financial Literacy Community IndicatorsIndicator 2024-2025Median Family Income - $101,836% of working families earning $50,000 annually or less - 27%% of female headed households earning below ALICE survival threshold - 70%Workforce Development Community IndicatorsIndicator 2024-2025% of adults aged 25 and older less than high school education - 7.4%% of population (16+) who are unemployed - 3%Economic and Family Support Community IndicatorsIndicator 2024-2025% of families who are rent burdened (rent over 30% of income) - 71%% of families who are mortgage burdened (mortgage over 30% of income) - 41%% of families utilizing SNAP - 6.6%% of families who are uninsured or under insured - 7.4%DEI WorkDEI Taskforce: UWYC recognizes that improving lives in the communities we serve means we must explicitly focus on removing these barriers for ALL community members, especially those whose voices have traditionally been marginalized. For this reason, we have a responsibility and are committed to equity in our programming. UWYC has a Diversity, Equity, and Inclusion Taskforce made up of board members as well as community experts in this field. The purpose of this taskforce is to guide UWYC in decision-making and strategies that address inequity and barriers to success for all community members. This work includes addressing systems, policies, practices, belief systems, and attitudes that have served to privilege some and disenfranchise others. The DEI Taskforce also reviews the grant application before it is available to community agencies and serves as DEI grant reviewers during the grant review and allocation process.UWYC Statement on Equity: United Way of York County, SC, advocates for greater opportunity for all and supports equality and freedom within our diverse community. York County's history, from the Catawba Indian Nation dating back 6,000 years, to the Friendship 9 "Jail, No Bail" movement, is rich in diversity and the pursuit of equality. In honoring that history, United Way of York County is committed to providing services and assistance to the York County community that support a safe and healthy home for all.The present-day reality in the United States is that bias based on race/ethnicity, gender, gender identity, sexual orientation, age, and ALL other identities impacted by systemic, institutional, and historical barriers have created lasting inequities and pose ongoing barriers to enabling everyone to live an equitable, respectful, and fulfilling life. United Way of York County, SC, recognizes that improving lives in the communities we serve means we must explicitly focus on removing these barriers for ALL community members, especially those whose voices have traditionally been marginalized.This pursuit includes addressing systems, policies, practices, belief systems, and attitudes that have served to privilege some and disenfranchise others. Only through an intentional focus on removing barriers can we aspire to create the conditions that allow everyone the opportunity to thrive.United Way of York County believes that every person deserves to be treated with dignity and respect. We must call out discrimination and demand its removal from our society; otherwise, we endorse the status quo and remain complicit.We believe that community challenges are sustainably solved when all groups come together. We work with residents and public and private partners to cocreate solutions to ensure everyone has the resources, supports, opportunities, and networks they need to thrive. We stand in solidarity with community members and other organizations addressing disparities across our nation-and affirm our commitment to building an inclusive and equitable community in York County.We unequivocally denounce racism and ethnic discrimination because it undermines the well-being and vitality of our communities. We work consistently and intentionally to pursue equity by:i. Leveraging an Equity Taskforce of community experts to provide strategies, best practices, and success measures to create more equitable communities. Committing to becoming more diverse, inclusive, and equitable as an organization.ii. Partnering with and funding organizations that align with our racial equity values. Utilizing data to ensure we positively impact communities of color and other marginalized communities.iii. Equipping the UWYC staff, Board, and community partners with the skills and knowledge to inform and build equitable approaches to work and life. To advance these goals, we must have courageous, open dialogue and hold one another accountable for continuous progress. We must all do our part, working United, to make our community equitable, respectful, and rich with opportunities for all.We, as a society, have a responsibility to protect the basic human rights and freedoms of people everywhere.
Form 990, Part 5, Line 1c - Reportable Payments	The organization had no reportable payments to a vendor requiring compliance with backup withholding rules, nor did they provide any reportable gaming, gambling, or winnings to a prize winner.

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

Cat. No. 51056K

Schedule O (Form 990) (Rev. 1-2025)

Additional Data

Software ID:	24020490
Software Version:	2024v5.2

- TIN:

SCHEDULE R
(Form 990)
(Rev. January 2025)

Department of the Treasury
Internal Revenue Service

Related Organizations and Unrelated Partnerships

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

OMB No. 1545-0047

Open to Public Inspection

Name of the organization

United Way of York County SC

Employer identification number

57-0360058

Part I

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

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

Part II

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

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

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

Cat. No. 50135Y

Schedule R (Form 990) (Rev. 1-2025)

Page 2

Part III

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

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

Part IV

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

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

Schedule R (Form 990) (Rev. 1-2025)

Page 3

Part V

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

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

Yes

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

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

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

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

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

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

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

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

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

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

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

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

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

Yes

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

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

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

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

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

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

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

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

(a) Name of related organization	(b) Transaction type (a-s)	(c) Amount involved	(d) Method of determining amount involved
(1) United Way Worldwide	l	10,063	FMV
(2) United Way Association of South Carolina	l	4,435	FMV

Schedule R (Form 990) (Rev. 1-2025)

Page 4

Part VI

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

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

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

Schedule R (Form 990) (Rev. 1-2025)

Page 5

Part VII

Supplemental Information

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

Return Reference	Explanation

Schedule R (Form 990) (Rev. 1-2025)

Additional Data

Software ID:	24020490
Software Version:	2024v5.2

1	Briefly describe the organization’s mission or most significant activities: See Schedule O
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	17
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	17
5	Total number of individuals employed in calendar year 2024 (Part V, line 2a) ......	5	7
6	Total number of volunteers (estimate if necessary) .............	6	249
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	0
b	Net unrelated business taxable income from Form 990-T, Part I, line 11 .........	7b

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	998,488	972,562
9	Program service revenue (Part VIII, line 2g) .........		0
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	14,824	24,645
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	3,517	0
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	1,016,829	997,207
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	305,634	402,063
14	Benefits paid to or for members (Part IX, column (A), line 4).....		0
15	Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)	470,613	374,195
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....		0
b	Total fundraising expenses (Part IX, column (D), line 25) 63,784
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	190,634	202,649
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	966,881	978,907
19	Revenue less expenses. Subtract line 18 from line 12.......	49,948	18,300
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	1,732,412	1,814,411
21	Total liabilities (Part X, line 26).............	3,536	5,380
22	Net assets or fund balances. Subtract line 21 from line 20.....	1,728,876	1,809,031

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 511,545 including grants of $ ) (Revenue $ )
	Community Investment Process: Agencies seeking direct funding through UWYC must meet eligibility and financial reporting requirements and demonstrate that their local programs meet identified needs and issues. Agencies approved for funding must submit quarterly financial and quarterly outcome reports to maintain accountability and transparency to receive funds. Agencies failing to submit reports in a timely manner may face penalty or forfeit remaining funds for noncompliance of Memorandum of Agreement. The Community Investment Cabinet, along with local volunteers ensure that these requirements are met by all funded partners. See SCHEDULE O for additional program detail.

4b	(Code: ) (Expenses $ 175,753 including grants of $ ) (Revenue $ )
	Collaborative Programs and ServicesThese programs include the following: Money Works Financial Literacy Program; Letter Carriers' "Stamp Out Hunger" Food Drive; Innovative StrategiesSee SCHEDULE O for additional program detail.

4c	(Code: ) (Expenses $ 142,025 including grants of $ ) (Revenue $ )
	Community Engagement Community Education through Financial Hardship Simulations: As part of ourcommunity engagement strategy, United Way of York County facilitated theBuilding Your Budget Household Survival Simulation for 545 individuals in YorkCounty.See SCHEDULE O for additional program detail.

	(Code: ) (Expenses $ 15,325 including grants of $ ) (Revenue $ )


	(Code: ) (Expenses $ 11,579 including grants of $ ) (Revenue $ )


	(Code: ) (Expenses $ 4,414 including grants of $ ) (Revenue $ )


4d	Other program services (Describe in Schedule O.)
	(Expenses $ 31,318 including grants of $ ) (Revenue $ )
4e	Total program service expenses860,641

1b	Sub-Total..............
c	Total from continuation sheets to Part VII, Section A..
d	Total (add lines 1b and 1c).........	166,629	24,525

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)		(D) Reportable compensation from the organization (W-2/1099-MISC/1099-NEC)	(E) Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)	(F) Estimated amount of other compensation from the organization and related organizations
(A) Name and title
(18) Patrick White........................................................................ Director	1.00 .......................0.00	X		0	0	0
(19) Frank Robards III........................................................................ Chair	3.00 .......................0.00	X	X	0	0	0

(A) Name and business address	(B) Description of services	(C) Compensation





2 Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 0

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

f	All other contributions, gifts, grants, and similar amounts not included above		1f	972,562

g	Noncash contributions included in lines 1a - 1f:$		1g	1,625

h Total. Add lines 1a-1f.......		972,562

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

3 Investment income (including dividends, interest, and othersimilar amounts) ......			24,645	24,645
4 Income from investment of tax-exempt bond proceeds			0
5 Royalties...........			0
			(i) Real	(ii) Personal
6a	Gross rents	6a
b	Less: rental expenses	6b
c	Rental income or (loss)	6c
d	Net rental income or (loss).......			0
			(i) Securities	(ii) Other
7a	Gross amount from sales of assets other than inventory	7a
b	Less: cost or other basis and sales expenses	7b
c	Gain or (loss)	7c
d	Net gain or (loss).........			0
8a	Gross income from fundraising events (not including $ of contributions reported on line 1c). See Part IV, line 18 ....
			8a
b	Less: direct expenses ...		8b
c	Net income or (loss) from fundraising events..			0
9a	Gross income from gaming activities. See Part IV, line 19 ...
			9a
b	Less: direct expenses ...		9b
c	Net income or (loss) from gaming activities..			0
10a	Gross sales of inventory, less returns and allowances ..
			10a
b	Less: cost of goods sold ..		10b
c	Net income or (loss) from sales of inventory..			0

Business Code
11a
b
c
d	All other revenue ....
e	Total. Add lines 11a–11d ......			0
12	Total revenue. See instructions.....			997,207	24,645

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....	402,063	402,063
2	Grants and other assistance to domestic individuals. See Part IV, line 22 ...........	0
3	Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............	0
4	Benefits paid to or for members .......	0
5	Compensation of current officers, directors, trustees, and key employees ...........	174,342	143,469	13,217	17,656
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........	0
7	Other salaries and wages........	149,810	123,282	11,356	15,172
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	0
9	Other employee benefits .......	21,259	18,394	1,187	1,678
10	Payroll taxes ...........	28,784	24,301	1,892	2,591
11	Fees for services (non-employees):
a	Management ......	0
b	Legal .........	0
c	Accounting ...........	0
d	Lobbying ...........	0
e	Professional fundraising services. See Part IV, line 17	0
f	Investment management fees ......	0
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)	13,903	3,770	9,946	187
12	Advertising and promotion ....	5,029	4,316	301	412
13	Office expenses .......	0
14	Information technology ......	0
15	Royalties ..	0
16	Occupancy ...........	0
17	Travel ............	1,058	978		80
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .	0
19	Conferences, conventions, and meetings ....	12,572	10,316	863	1,393
20	Interest ...........	0
21	Payments to affiliates .......	13,044	11,481	339	1,224
22	Depreciation, depletion, and amortization ..	8,330	7,033	547	750
23	Insurance ...	13,570	11,543	797	1,230
24	Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a	Repairs and Maintenance	38,976	29,293	3,218	6,465
b	Direct Costs	34,595	34,595
c	Utilities	17,043	14,389	1,120	1,534
d	ERC Fees	8,400		8,400
e	All other expenses	36,129	21,418	1,299	13,412
25	Total functional expenses. Add lines 1 through 24e	978,907	860,641	54,482	63,784
26	Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720).

1	Cash–non-interest-bearing ........			109,559	1	114,144
2	Savings and temporary cash investments .........			620,837	2	646,815
3	Pledges and grants receivable, net ......			42,000	3	42,000
4	Accounts receivable, net .............			297,940	4	296,543
5	Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
					5	0
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
					6	0
7	Notes and loans receivable, net ...........				7	0
8	Inventories for sale or use ............				8	0
9	Prepaid expenses and deferred charges ......			7,924	9	7,232
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	370,661
b	Less: accumulated depreciation	10b	192,660	186,331	10c	178,001
11	Investments—publicly traded securities .				11	0
12	Investments—other securities. See Part IV, line 11 .....				12	0
13	Investments—program-related. See Part IV, line 11 ..				13	0
14	Intangible assets ...............				14	0
15	Other assets. See Part IV, line 11 ...........			467,821	15	529,676
16	Total assets. Add lines 1 through 15 (must equal line 33)...			1,732,412	16	1,814,411

17	Accounts payable and accrued expenses .....	3,536	17	5,380
18	Grants payable ...		18
19	Deferred revenue .........		19
20	Tax-exempt bond liabilities .........		20
21	Escrow or custodial account liability. Complete Part IV of Schedule D		21
22	Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
			22
23	Secured mortgages and notes payable to unrelated third parties ..		23
24	Unsecured notes and loans payable to unrelated third parties ..		24
25	Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D		25
26	Total liabilities. Add lines 17 through 25..	3,536	26	5,380

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........	1,724,551	27	1,804,101
28	Net assets with donor restrictions ...........	4,325	28	4,930
	Organizations that do not follow FASB ASC 958, check here and complete lines 29 through 33.
29	Capital stock or trust principal, or current funds .....		29
30	Paid-in or capital surplus, or land, building or equipment fund ...		30
31	Retained earnings, endowment, accumulated income, or other funds		31
32	Total net assets or fund balances ...........	1,728,876	32	1,809,031
33	Total liabilities and net assets/fund balances ........	1,732,412	33	1,814,411