2025-02-14T01:31:34-06:00 2024-06-30 560571159 BERNARD ROBINSON & COMPANY LLP PO BOX 19608 GREENSBORO NC 274199608 990 2023-07-01 561949103 UNITED WAY OF THE GREATER TRIANGLE INC UNIT 9194608687 PO BOX 110583 DURHAM NC 27709 ERIC GUCKIAN PRESIDENT AND CEO 9194608687 2025-02-07 1 0 JOHN M ROBINSON P01281319 3362944494 2025-02-06 2023 2025-03-06 01:10:19Z ERIC GUCKIAN PO BOX 110583 DURHAM NC 27709 7196823 0 X WWW.UNITEDWAYTRIANGLE.ORG X 1995 NC TO ERADICATE POVERTY AND INCREASE SOCIAL MOBILITY THROUGH THE POWER OF PARTNERSHIPS. 23 23 26 4500 0 0 7450933 7079458 4697 9469 36884 10757 86138 97139 7578652 7196823 5048936 4451560 0 0 2789078 2413385 0 0 861531 1639088 1138822 9477102 8003767 -1898450 -806944 5232782 2959376 4174613 2689114 1058169 270262 TO ERADICATE POVERTY AND TO INCREASE SOCIAL MOBILITY THROUGH THE POWER OF PARTNERSHIPS. 0 0 3705888 3705888 COMMUNITY INVESTMENT - FUNDS ALLOCATED FOR DISTRIBUTION TO VARIOUS AGENCIES AND PROGRAMS BASED ON NEED AND OTHER CRITERIA DEEMED APPROPRIATE BY THE BOARD OF DIRECTORS.PLEASE VISIT WWW.UNITEDWAYTRIANGLE.ORG FOR MORE INFORMATION ABOUT FUNDED PARTNERS AND THE RESULTS AND IMPACT OF OUR WORK TOGETHER. 2464992 745672 106608 COMMUNITY IMPACT - FUNDS RAISED AND DESIGNATED FOR OTHER NON-PROFITS IN THE COMMUNITY, EXAMINING NEEDS IN EACH COUNTY AND DETERMINING HOW ORGANIZATION RESOURCES CAN BE MAXIMIZED TO ACHIEVE MEASURABLE RESULTS. 197551 DIRECT SERVICES - ACTIVITIES THAT DELIVER SERVICES FUNDED BY OTHER SOURCES OTHER THAN THE ANNUAL CAMPAIGN. UNITED WAY 2-1-1: A COMMUNITY HUMAN SERVICES INFORMATION AND REFERRAL SERVICE WHICH LINKS INDIVIDUALS IN NEED OF SERVICES TO THOSE AVAILABLE SERVICES IN THE COMMUNITY. 6368431 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 18 0 1 26 1 0 0 0 0 0 0 0 0 0 0 0 0 X 23 23 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 0 0 NC X X THE ORGANIZATION 9194608687 PO BOX 110583 DURHAM NC 27709 JAY IRBY BOARD CHAIR (2/1/24-6/30/24 2.00 X X 0 0 0 LINDA SHROPSHIRE-EUDY BOARD CHAIR (7/1/23-1/31/24) 2.00 X X 0 0 0 JOAN NELSON VICE CHAIR 2.00 X X 0 0 0 JESS GEORGE SECRETARY 2.00 X X 0 0 0 BYRON KIRKLAND IMMEDIATE PAST CHAIR 2.00 X X 0 0 0 GREG WINKLER PAST CHAIR 2.00 X X 0 0 0 DELORES BAILEY DIRECTOR 1.00 X 0 0 0 CREIGHTON BLACKWELL DIRECTOR 1.00 X 0 0 0 OTTO BREITSCHWERDT DIRECTOR 1.00 X 0 0 0 AUTRICE CAMPBELL LONG DIRECTOR 1.00 X 0 0 0 HEIDI CHAN DIRECTOR 1.00 X 0 0 0 MICHAEL DEPAOLIS DIRECTOR 1.00 X 0 0 0 CLAYTON DORN DIRECTOR 1.00 X 0 0 0 LOUIS DUKE DIRECTOR 1.00 X 0 0 0 DAVID ELLIS DIRECTOR 1.00 X 0 0 0 MICHAEL GOODMON DIRECTOR 1.00 X 0 0 0 PHILLIP GRAHAM DIRECTOR 1.00 X 0 0 0 DAVID HAINES DIRECTOR 1.00 X 0 0 0 ANNE HOWARD DIRECTOR 1.00 X 0 0 0 ROGER KEMBLE DIRECTOR 1.00 X 0 0 0 PETER MORRIS DIRECTOR 1.00 X 0 0 0 RAHUL PAGIDIPATI DIRECTOR 1.00 X 0 0 0 RON PRINGLE DIRECTOR 1.00 X 0 0 0 DAVID REESE DIRECTOR 1.00 X 0 0 0 BRADLEY RETZLAFF DIRECTOR 1.00 X 0 0 0 EVAN SITTON DIRECTOR 1.00 X 0 0 0 CRYSTAL WILSON DIRECTOR 1.00 X 0 0 0 ERIC GUCKIAN CEO 40.00 X 245417 0 18170 DAVID MILLS CFO 40.00 X 157500 0 14293 NICHOLAS ALLEN CHIEF PROGRAM OFFICER 40.00 X 177127 0 15133 EMILIE SMITH CHIEF OF STAFF 24.00 X 200325 0 0 DANETTE CHADWICK DIRECTOR OF CORPORATE PHILANTHROPY 40.00 X 104408 0 12202 ADRIANNE MOODY CHIEF PHILANTHROPY OFFICER 40.00 X 123205 0 12405 1007982 0 72203 6 0 1 0 0 7079458 7079458 SERVICE FEES 900099 9469 9469 9469 10757 10757 OTHER REVENUE 900099 97139 97139 97139 7196823 106608 0 10757 4451560 4451560 402917 202217 86883 113817 1643012 824599 354292 464121 39895 22934 5634 11327 178349 102528 25186 50635 149212 74887 32175 42150 11713 11713 42500 27106 7262 8132 341189 235205 45732 60252 7092 4044 3048 44968 23605 11957 9406 247266 171133 53293 22840 83949 41974 29383 12592 32873 21255 8580 3038 6971 3486 2439 1046 66472 33236 23265 9971 70105 35425 24276 10404 12038 6019 4213 1806 BAD DEBT EXPENSE 120841 60421 42294 18126 DUES AND SUBSCRIPTIONS 26932 13156 5208 8568 SPECIAL EVENTS 23913 13641 20 10252 8003767 6368431 773805 861531 450 450 1504016 104640 2867943 2354177 206372 131153 64897 63791 756401 688904 135663 67497 278520 135233 174921 102435 5232782 2959376 392771 160904 2910000 1505000 7831 13435 864011 1009775 4174613 2689114 X 784536 90559 273633 179703 1058169 270262 5232782 2959376 -806944 19037 0 X 0 1 X 1 0 X 9957618 13885542 10593566 7450933 7079458 48967117 9957618 13885542 10593566 7450933 7079458 48967117 932447 48034670 17470 5981 7090 36884 10757 78182 11345 21236 32581 49077880 369598 0.97870 0.98470 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 103669 10328 1065 112932 96213 8433 977 103669 185197 -91984 96213 185197 185197 156439 28758 156439 0.17660 0.22080 0.60260 0 0 362656 313987 48669 296555 287497 9058 97190 87420 9770 67497 DESIGNATIONS PAYABLE 605564 RIGHT OF USE LIABILITIES 154211 LINE OF CREDIT 250000 1009775 X 6470188 19037 19037 6451151 745672 745672 7196823 7258095 0 7258095 745672 745672 8003767 PART IV, LINE 2B: FIRST CITIZENS BANK FORWARDS PAYROLL DEDUCTIONS FROM ITS EMPLOYEES MONTHLY WITH INSTRUCTIONS CONFIRMING WHICH UNITED WAY SHOULD BE GIVEN THE FUNDS. THESE FUNDS ACCUMULATE MONTHLY AND ARE PAID OUT MONTHLY. PART V, LINE 4: BOARD DESIGNATED ENDOWMENT FUNDS: RESPONSE FUNDS ARE INTENDED TO BE USED AS ONE-TIME GRANTS TO NONPROFIT HEALTH AND HUMAN SERVICE AGENCIES TO ADDRESS NEEDS IN THE FOLLOWING CATEGORIES: UNANTICIPATED EMERGENCIES, COMMUNITY PARTNERSHIP OPPORTUNITIES, AND DISCRETIONARY FUNDS FOR INDIVIDUAL/FAMILY NEEDS. TERM ENDOWMENT FUNDS: THE CM AND MARGARET D. SUTHER MEMORIAL FUND WAS ESTABLISHED IN 1980. CRITERIA ESTABLISHED BY THE TRUST ADVISORY COMMITTEE OF WELLS FARGO BANK GUIDES THE DISBURSEMENT OF THE INCOME FROM THIS FUND TO THE ORGANIZATION TO SUPPORT "RENOVATIONS, REPAIRS AND CAPITAL IMPROVEMENTS" IN DURHAM COUNTY. PERMANENTLY RESTRICTED ENDOWMENT FUNDS: THE BROUGHTON SCHOLARSHIP FUND WAS ESTABLISHED IN THE AMOUNT OF $20,000 BY THE FAMILY OF MELVILLE BROUGHTON TO PROVIDE SCHOLARSHIPS TO STAFF MEMBERS OF WAKE COUNTY'S MEMBER AGENCIES. THE ASSETS ARE SUBJECT TO DONOR-IMPOSED RESTRICTIONS THAT THE ASSETS BE PERMANENTLY MAINTAINED BY THE ORGANIZATION AND THAT THE DONOR HAS PERMITTED THE ORGANIZATION TO USE THE FUNDS ONLY FOR SPECIFIC PURPOSES. THE BROUGHTON VOLUNTEER AWARD RECOGNIZES EXCELLENCE IN VOLUNTEER SERVICE TO THE NONPROFIT COMMUNITY, AND THE BROUGHTON SCHOLARSHIP AWARD SUPPORTS A RECIPIENT AGENCY'S TRAINING BUDGET. IN ADDITION, TRIANGLE COMMUNITY FOUNDATION MAINTAINS A LEGACY SOCIETY FUND FOR THE FUTURE BENEFIT OF THE ORGANIZATION. PART X, LINE 2: IT IS THE ORGANIZATION'S POLICY TO EVALUATE ALL TAX POSITIONS AND TO IDENTIFY ANY THAT MAY BE CONSIDERED UNCERTAIN. ALL IDENTIFIED MATERIAL TAX POSITIONS ARE ASSESSED AND MEASURED BY A MORE-LIKELY-THAN-NOT THRESHOLD TO DETERMINE IF THE TAX POSITION IS UNCERTAIN AND WHAT, IF ANY, THE EFFECT OF THE UNCERTAIN TAX POSITION MAY HAVE ON THE FINANCIAL STATEMENTS. NO MATERIAL UNCERTAIN TAX POSITIONS WERE IDENTIFIED FOR 2024 AND 2023. PART XI, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATED AMOUNTS 745,672. PART XII, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATED AMOUNTS 745,672. 1 BOOK HARVEST 2501 UNIVERSITY DRIVE DURHAM NC 27707 452610533 501C3 51948 0 CHARITABLE BOYS & GIRLS CLUBS OF DURHAM AND ORANGE COUNTIES 1010 MLK PKWY STE 300 DURHAM NC 27713 566001906 501C3 54223 0 CHARITABLE BOYS & GIRLS CLUBS OF WAKE COUNTY 701 N RALEIGH BLVD RALEIGH NC 27610 560863051 501C3 53309 0 CHARITABLE CAROLINA COMMON ENTERPRISE 68 TW ALEXANDER DR STE 116 DURHAM NC 27709 460568407 501C3 71000 0 CHARITABLE CASA 624 W JONES ST RALEIGH NC 27603 561778714 501C3 189156 0 CHARITABLE COMMUNITY EMPOWERMENT FUND 208 N COLUMBIA ST STE 100 CHAPEL HILL NC 27514 270428981 501C3 89535 0 CHARITABLE DIAPER BANK OF NORTH CAROLINA 1311 E CLUB BLVD DURHAM NC 27704 320401621 501C3 54252 0 CHARITABLE DURHAM CHILDREN'S INITIATIVE 2101 ANGIER AVE STE 200 DURHAM NC 27703 320263133 501C3 113970 0 CHARITABLE DURHAM COMMUNITY LAND TRUSTEES 1208 W CHAPEL HILL ST DURHAM NC 27701 561203878 501C3 39485 0 CHARITABLE DURHAM LITERACY CENTER 1905 CHAPEL HILL RD DURHAM NC 27707 561479534 501C3 51837 0 CHARITABLE EARTHSEED LAND COLLECTIVE 1009 MILTON ROAD DURHAM NC 27712 472181285 501C3 50000 0 CHARITABLE EDUCATION JUSTICE ALLIANCE 1214 E LENOIR ST RALEIGH NC 27610 871986048 501C3 71000 0 CHARITABLE EL CENTRO HISPANO INC 2000 CHAPEL HILL ROAD SUITE 26A DURHAM NC 27707 562011661 501C3 50000 0 CHARITABLE EL FUTURO INC 2020 CHAPEL HILL RD SUITE 26 DURHAM NC 27707 800122334 501C3 50884 0 CHARITABLE EMANCIPATE NC 1803 CHAPELL HILL ROAD STE C DURHAM NC 27707 591755809 501C3 71000 0 CHARITABLE EQUITY BEFORE BIRTH 112 BROADWAY SUITE B DURHAM NC 27701 852675630 501C3 50558 0 CHARITABLE EVOLVE MENTORING 263 SUNNYBROOK ROAD BOX 46692 RALEIGH NC 27620 275203014 501C3 50000 0 CHARITABLE HABITAT FOR HUMANITY OF DURHAM COUNTY INC 215 N CHURCH ST DURHAM NC 27701 561674794 501C3 90069 0 CHARITABLE HABITAT FOR HUMANITY OF ORANGE COUNTY NC INC 88 VILCOM CENTER DR STE L110 CHAPEL HILL NC 27514 581603427 501C3 39776 0 CHARITABLE HAWKS NEST HEALING GARDENS LLC 1205 N MINERAL SPRINGS RD DURHAM NC 27703 851961485 501C3 50000 0 CHARITABLE HOPE RENOVATIONS 205 LLOYD ST SUITE 211 CARRBORO NC 27510 823675207 501C3 90096 0 CHARITABLE HOUSING FOR NEW HOPE INC 18 W COLONY PL STE 250 DURHAM NC 27705 582089068 501C3 90887 0 CHARITABLE JOHNSTON HEALTH FOUNDATION PO BOX 1376 SMITHFIELD NC 27577 561831806 501C3 50044 0 CHARITABLE LATINX EDUCATION CENTER PO BOX 891 SILER CITY NC 27344 824014210 501C3 50000 0 CHARITABLE MADE IN DURHAM 359 BLACKWELL STREET DURHAM NC 27701 560894222 501C3 50000 0 CHARITABLE MOVEMENT OF YOUTH INC 411 W CHAPELL HILL ST STE C2 DURHAM NC 27701 262399990 501C3 50000 0 CHARITABLE NEIGHBOR TO NEIGHBOR MINISTRIES 1200 S BLOUNT ST RALEIGH NC 27601 562016457 501C3 50291 0 CHARITABLE NOW SERVING INC 907 GLENWOOD AVE RALEIGH NC 27605 883368787 501C3 50000 0 CHARITABLE OAK CITY CARES INC 1430 S WILMINGTON ST RALEIGH NC 27603 830826329 501C3 141852 0 CHARITABLE PASSAGE HOME INC 513 BRANCH ST RALEIGH NC 27601 561765360 501C3 89523 0 CHARITABLE PLM FAMILIES TOGETHER INC DBA FAMILIES TOGETHER 908 PLAINVIEW DR APT 101 RALEIGH NC 27610 561278004 501C3 263127 0 CHARITABLE REFUGEE COMMUNITY PARTNERSHIP PO BOX 461 CARRBORO NC 27510 263608741 501C3 89494 0 CHARITABLE REFUND RALEIGH CO SOUTHERN VISION ALLIANCE 1803 CHAPELL HILL ROAD STE B DURHAM NC 27707 611639641 501C3 71000 0 CHARITABLE SOUTHEAST RALEIGH COMMUNITY LEARNING CENTER INC 3400 POOLE RD RALEIGH NC 27610 461378079 501C3 50000 0 CHARITABLE SOUTHEAST RALEIGH PROMISE INC 900 S WILMINGTON STREET SUITE 105 RALEIGH NC 27601 820614057 501C3 89529 0 CHARITABLE STANDUP-SPEAKOUT OF NORTH CAROLINA 112 BROADWAY ST STE B DURHAM NC 27701 272331305 501C3 150079 0 CHARITABLE STEPUP DURHAM 112 BROADWAY ST STE B DURHAM NC 27701 474578727 501C3 55015 0 CHARITABLE SUSTAINING THE FAMILY TABLE CO STEPUP MINISTRY 1701 OBERLIN ROAD RALEIGH NC 27608 561655255 501C3 50000 0 CHARITABLE THE CARYING PLACE INC 491 JAMES JACKSON AVENUE CARY NC 27513 582425452 501C3 50243 0 CHARITABLE THE FAMILY VIOLENCE PREVENTION CENTER INC DBA INTERACT 1012 OBERLIN ROAD SUITE 1000 RALEIGH NC 27605 581320613 501C3 93400 0 CHARITABLE THE HELIUS FOUNDATION DBA ECHO 2208 COLLIER DRIVE DURHAM NC 27707 474482327 501C3 41205 0 CHARITABLE THE MARIAN CHEEK JACKSON CENTER FOR SAVING & MAKING HISTORY 512 W ROSEMARY STREET CHAPEL HILL NC 27516 461988511 501C3 64485 0 CHARITABLE THEGIFTED ARTS INC 410 GLENWOOD AVE 170 RALEIGH NC 27603 452650004 501C3 50000 0 CHARITABLE TRANSPLANTING TRADITIONS COMMUNITY FARM 2912B JONES FERRY ROAD CHAPEL HILL NC 27516 824415307 501C3 75000 0 CHARITABLE TRIANGLE AREA PARENTING SUPPORT 201 SHANNON OAKS CIR SUITE 102 CARY NC 27511 813973425 501C3 25000 0 CHARITABLE UNITED WAY OF NORTH CAROLINA - 211 1130 KILDAIRE FARM ROAD SUITE 100 CARY NC 27511 560564547 501C3 72581 0 CHARITABLE UPSTREAM WORKS 106 DRAYTON COURT CHAPEL HILL NC 27516 454196778 501C3 50000 0 CHARITABLE URBAN MINISTRIES OF WAKE COUNTY PO BOX 26476 RALEIGH NC 27611 581422700 501C3 52757 0 CHARITABLE VILLAGE OF WISDOM INC 600 E UMSTEAD ST DURHAM NC 27701 472060936 501C3 50000 0 CHARITABLE YMCA OF THE TRIANGLE AREA INC 801 CORPORATE CENTER DR STE 200 RALEIGH NC 27607 560591307 501C3 118793 0 CHARITABLE YOUTH VILLAGES FOUNDATION INC 3320 BROTHER BLVD MEMPHIS TN 38133 581716970 501C3 89485 0 CHARITABLE 51 0 PART I, LINE 2: UNITED WAY OF THE GREATER TRIANGLE'S COMMUNITY IMPACT DEPARTMENT IS RESPONSIBLE FOR ENSURING DONOR GIFTS ARE INVESTED RESPONSIBLY AND ARE ACHIEVING IMPACT. THIS TEAM WORKS CLOSELY WITH A VOLUNTEER COMMITTEE TO DETERMINE GAPS IN HUMAN SERVICES AND RELATED SYSTEMS AND TO CREATE AND EXECUTE A FUNDING PLAN THAT BEST FILLS THESE GAPS, WITH THE GOAL OF MAXIMIZING IMPACT FOR PEOPLE LIVING IN THE TRIANGLE COMMUNITY. ORGANIZATIONS RECEIVING GRANT FUNDING ARE HELD TO HIGH STANDARDS OF REPORTING OF OUTCOMES DATA SPECIFIC TO KEY MEASUREMENT AREAS. X 0 0 0 0 0 0 0 1 0 ERIC GUCKIAN CEO 245417 0 0 0 0 0 10177 0 7993 0 263587 0 0 0 EMILIE SMITH CHIEF OF STAFF 200325 0 0 0 0 0 0 0 0 0 200325 0 0 0 NICHOLAS ALLEN CHIEF PROGRAM OFFICER 177127 0 0 0 0 0 7140 0 7993 0 192260 0 0 0 DAVID MILLS CFO 157500 0 0 0 0 0 6300 0 7993 0 171793 0 0 0 PART I, LINE 3 THE EXECUTIVE COMMITTEE IS RESPONSIBLE FOR SETTING THE COMPENSATION OF THE PRESIDENT/CEO. COMPARATIVE DATA FROM UNITED WAY WORLDWIDE AND OTHER NONPROFIT ORGANIZATIONS IS USED IN THE PROCESS. PART I, LINE 7 THE BOARD DETERMINES THE BONUS FOR THE CEO BY EXAMINING PERFORMANCE AND MARKET RATES. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY MEMBERS OF UNITED WAY'S AUDIT AND FINANCE COMMITTEE BEFORE FILING. COMMUNICATION REGARDING THE PROCESS IS MADE TO THE FULL BOARD. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS SHARED WITH THE BOARD OF DIRECTORS AND ALL EMPLOYEES ANNUALLY. ALL PERSONS ARE REQUIRED TO SIGN A STATEMENT STATING THAT THEY HAVE READ AND COMPLIED WITH THE POLICY. POTENTIAL CONFLICTS ARE IDENTIFIED AND DOCUMENTED. ANY PERSON WITH A CONFLICT OF INTEREST IS RECUSED FROM CERTAIN DISCUSSIONS AND/OR VOTING AS APPROPRIATE. THE CODE OF ETHICS IS ANNUALLY PROVIDED TO THE BOARD WITH A CODE OF ETHICS CERTIFICATE REQUIRED TO BE COMPLETED, SIGNED BY EACH MEMBER AND RETURNED TO THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 15A EXECUTIVE COMMITTEE IS RESPONSIBLE FOR SETTING THE COMPENSATION OF THE PRESIDENT/CEO. THE PRESIDENT/CEO IS RESPONSIBLE FOR SETTING COMPENSATION FOR ALL OTHER OFFICERS AND EMPLOYEES BASED ON THE BUDGET APPROVED BY THE BOARD. COMPARATIVE DATA FROM UNITED WAY WORLDWIDE AND OTHER NONPROFIT ORGANIZATIONS IS USED IN THE PROCESS. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS CAN BE FOUND ON OUR WEBSITE. OTHER POLICIES AND DOCUMENTS ARE AVAILABLE BY REQUEST.