2024-12-17T09:41:20-06:00 2024-06-30 561607661 LOWDERMILK CHURCH & CO LLP 121 NORTH STERLING STREET MORGANTON NC 28655 990 2023-07-01 560929553 BURKE COUNTY UNITED WAY BURK 8284330681 121 W UNION ST MORGANTON NC 28655 MAUREEN SCHWIND EXECUTIVE DIRECTOR 8284330681 2024-12-17 1 0 JAMES LOWDERMILK P01394049 8284331226 2023 2024-10-15 13:58:12Z MAUREEN SCHWIND 121 W UNION ST MORGANTON NC 28655 428199 0 X WWW.BCUW.ORG X 1969 NC BUILDING A STRONGER BURKE COUNTY COMMUNITY BY EMPOWERING SELF- SUFFICIENCY, INCREASING HOUSING STABILITY, AND FOSTERING OPPORTUNITIES AND SUCCESSES FOR YOUTH. WE ENVISION A COMMUNITY WHERE ALL BURKE COUNTY INDIVIDUALS AND FAMILIES ARE EQUIPPED TO LIVE INDEPENTLY AND THRIVE. 19 19 3 0 0 0 279181 383917 0 0 -4421 8902 80501 30721 355261 423540 100205 249025 0 0 104911 120322 0 0 60560 67669 115582 272785 484929 82476 -61389 474808 410180 1342 6491 473466 403689 X BUILDING A STRONGER BURKE COUNTY COMMUNITY BY EMPOWERING SELF SUFFICIENCY, INCREASING HOUSING STABILITY, AND FOSTERING OPPORTUNITIES AND SUCCESS FOR YOUTH. WE ENVISION A COMMUNITY WHERE ALL BURKE COUNTY INDIVIDUALS AND FAMILIES ARE EQUIPPED TO LIVE INDEPENDENTLY AND THRIVE. 0 0 396879 249025 16863 BURKE COUNTY UNITED WAY'S FOCUS AREAS DEVELOP STRONG FAMILIES. WE BELIEVE THAT BY BUILDING STRONG INDIVIDUALS, IT BUIDS STRONG FAMILIES, AND STRONG FAMILIES BUILD A STRONG COMMUNITY. FOCUS AREAS: FINANCIAL SELF SUFFICIENCY: INDIVIDUALS/ FAMILIES RECEIVE PERSONALIZED FINANCIAL COACHING THAT ASSISTS INDIVIDUALS WITH SAFE AND FAIR BANKING PRACTICES, REDUCING DEBT TO INCOME RATIO, IMPROVING CREDIT SCORES, BUILDING SAVINGS, AND HOUSING STABILITY EFFORTS. WE PROVIDE FINANCIAL COACHING FOR BOTH HABITAT FOR HUMANITY AND OPEN HEARTS PLACE, BOTH ORGANIZATIONS THAT CREATE HOUSING STABILITY OPPORTUNITIES. CHILDCARE FOR WORKING FAMILIES: CHILDCARE SUBSIDIES ARE PROVIDED TO APPROVED APPLICANTS WHOSE INCOME IS BELOW 200 % OF THE FEDERAL POVERTY LEVEL. SUBSIDY IS PROVIDED FOR SCHOOL-AGE CHILDREN ENROLLED IN THE YMCA CHILDCARE AND CAMP PROGRAMS. OUR CHILDCARE FAMILIES ARE REFERRED TO OUR FINANCIAL EMPOWERMENT PROGRAM TO WORK WITH CERTIFIED FINANCIAL COACHES. YOUTH SUCCESS: WE IMPACT THE ACADEMIC, EMOTIONAL AND SOCIAL WELL BEING OF BURKE COUNTY YOUTH THROUGH VARIOUS PORGRAMMING EFFORTS, ADDITIONALLY COORDINATE ACCESS TO OPPORTUNITIES SUCH AS EXTRACURRIUCULAR ACTIVITIES, SCHOOL SUPPLIES, HYGIENE KITS, CHRISTMAS GIFTS, READING BUDDIES, AND FAMILY MOVIE NIGHTS. 396879 1 1 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 3 0 1 3 0 0 0 0 0 0 0 0 0 0 0 X 19 19 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X CHARLES CONLEY 8284330681 121 W UNION ST MORGANTON NC 28655 RODNEY HARRELSON BOARD MEMBER 2.00 X X 0 0 0 ALAN WOOD PRESIDENT 2.00 X X 0 0 0 JEAN VANNOPPEN BOARD MEMBER 2.00 X X 0 0 0 CHERYL SHUFFLER BOARD MEMBER 2.00 X X 0 0 0 DALLAS STOUDENMIRE BOARD MEMBER 1.00 X 0 0 0 RANDY BURNS BOARD MEMBER 1.00 X 0 0 0 JOHN HAGAMANN VP OF MARKETING & COMMUNICATIONS 2.00 X X 0 0 0 CINDY DAVIES VP FUND DEVELOPMENT 1.00 X 0 0 0 DILLON SMITH BOARD MEMBER 1.00 X 0 0 0 SARA LECROY BOARD MEMBER 1.00 X 0 0 0 KIM LOGAN BOARD MEMBER 1.00 X 0 0 0 PAT MOLL BOARD MEMBER 1.00 X 0 0 0 CONNIE FRANKLIN BOARD MEMBER 1.00 X 0 0 0 AMANDA GRADY BOARD MEMBER 1.00 X 0 0 0 RICO GUILLEN BOARD MEMBER 1.00 X 0 0 0 TAL STEPHANIDES BOARD MEMBER 1.00 X 0 0 0 BARBARA MYERS BOARD MEMBER 1.00 X 0 0 0 SHERI WATTS TREASURER 2.00 X 0 0 0 MAUREEN MO SCHWIND EXECUTIVE DIRECTOR 20.00 X X 28368 0 0 JOE TALLENT SECRETARY 1.00 X 0 0 0 28368 0 0 0 0 0 0 0 383917 33070 383917 8902 8902 27419 4659 22760 22760 BURKE COUNTY AND 211 900099 6582 6582 MISCELLANEOUS REVENUE 900009 1379 1379 7961 423540 16863 0 22760 249025 249025 99877 74909 12484 12484 11812 8858 1477 1477 8633 6475 1079 1079 10201 6733 1734 1734 15183 9109 3037 3037 6665 3333 1666 1666 15484 10220 2632 2632 172 114 29 29 275 137 69 69 2590 1710 440 440 SPECIAL EVENT EXPENSE 33070 33070 211 AND OTHER PROGRAM E 7854 7854 COMPUTER EXPENSE AND WE 7402 4886 1258 1258 NATIONAL AND STATE AFFI 4637 4637 0 0 12049 8879 1585 1585 484929 396879 27490 60560 293731 230475 10155 0 1474 628 36390 35467 1198 923 168250 178154 474808 410180 100 4695 1242 1796 1342 6491 X 206573 168739 266893 234950 473466 403689 474808 410180 -61389 -8388 0 X 0 1 X 1 0 X 306189 395917 434010 280645 382111 1798872 306189 395917 434010 280645 382111 1798872 1798872 572 583 2612 3522 8902 16191 7723 21492 42808 73919 1379 147321 1962384 60924 0.91670 0.91340 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 36390 35467 923 923 INVESTMENTS- OTHER SECURITIES 178154 C 178154 ACCRUED PAYROLL TAXES 1796 1796 X 419811 -8388 4659 -3729 423540 0 423540 489588 4659 4659 484929 0 484929 PART X, LINE 2: PART X, LINE 2 : FASB ASC740-10, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAX POSITIONS. BASED ON AN EVALUATION OF UNCERTAIN TAX POSITIONS, MANAGEMENT IS REQUIRED TO MEASURE POTENTIAL TAX LIABILITIES THAT COULD HAVE A RISK OF A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON SETTLEMENT. AS OF JUNE 30, 2024 MANANGEMENT HAS DETERMINED THAT THE ORGANIZATION HAS NO SUCH RISK, AND THEREFORE, NO LIABILITIES HAVE BEEN RECORDED FOR UNCERTAIN TAX POSITIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES NETTED ON 990 4,659. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES NETTED ON 990 4,659. BUKES AMAZING RACE 14393 14393 4659 1 13026 13026 27419 27419 4659 4659 22760 1 YMCA OF CATAWBA VALLEY 315 1ST AVE NW SUITE 104 HICKORY NC 28601 95178 0 TO PROVIDE ASSISTANCE WITH CHILDCARE OPEN HEARTS PLACE 201 SHADY REST RD MORGANTON NC 28655 25388 0 TO PROVIDE ASSISTANCE WITH AFFORDABLE HOUSING ALDER SPRINGS PO BOX 1397 MORGANTON NC 28680 75000 0 TO PROVIDE HOUSING ASSISTANCE TO THE DEAF AND BLIND COMMUNITY 3 PART I, LINE 2: THE ORGANIZATION REQUIRES ALL PARTICIPATING AGENCIES TO SUBMIT AN ANNUAL AUDIT OF THEIR FINANCIAL STATEMENTS. AGENCIES ARE MONITORED THROUGHOUT THE YEAR FOR ANY CHANGES IN PROGRAMS. X 1 33070 FAIR MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B BOARD IS GIVEN COPY OF 990 RETURN BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD REQUIRES EACH MEMBER AS WELL AS ALL EMPLOYEES TO ADHERE TO THE CONFLICT OF INTEREST POLICY ADOPTED BY THE BOARD. DISCLOSURES ARE MADE ANNUALLY OR MORE OFTEN IN THE EVENT OF NEW EMPLOYEES OR BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 15 ANNUAL COMPENSATION FOR THE EXECUTIVE DIRECTOR IS DETERMINED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 COPIES OF ALL REQUIRED DOCUMENTATION ARE AVAILABLE FOR VIEWING ON THE ORGANIZATION'S WEBSITE.