2025-03-27T07:02:02-05:00 2024-06-30 061667465 Prager Metis CPAs PLLC 32 Orange Street Asheville NC 28801 990 2023-07-01 560890133 Henderson County United Way Inc HEND 8286921636 PO Box 487 Hendersonville NC 287930487 Kat Carlton Executive Director 8286921636 2025-03-26 1 1 Crystal Goldsmith P01286671 8282813161 2025-03-26 2023 2025-03-06 01:10:19Z United Way of Henderson County Kat Carlton PO Box 487 Hendersonville NC 287930487 1410763 0 X liveunitedhc.org X 1953 NC Improve the lives of Henderson County residents. 21 21 8 1034 0 0 1267254 1352359 0 0 19075 58319 1050 0 1287379 1410678 625182 559514 0 0 513305 604537 0 0 122688 334342 305642 1472829 1469693 -185450 -59015 1787138 1623517 623355 507509 1163783 1116008 X To organize and mobilize community resources to improve lives of Henderson County residents. 0 0 1203794 559514 United Way of Henderson County (UWHC) has organized and mobilized community resources to improve the lives of Henderson County residents since 1953. UWHC brings together partners from businesses, education, government, faith-based, and nonprofit organizations to work toward common goals, resulting in a better-quality life for all.United Way of Henderson County supports everyone in Henderson County. From Etowah to Edneyville, and Mills River to Zirconia, we create relationships and collaborations with nonprofits throughout our County that align with our core impact areas of health, education, financial stability and basic needs. Throughout our history, UWHC has not only been a funder, but a community leader, convening conversations on key issues and supporting a growing network of essential nonprofits who are working together to support our community. UWHC serves as a critical backbone organization in our local community, and we have a "bird's eye view" of the most pressing concerns in our area and the partners who are collaborating to meet those challenges. We are proud of our partnerships and the collaborations, as well as the many ways that we are able to provide essential resources and volunteer services throughout our community.United Way of Henderson County (UWHC) is in its tenth year of Henderson County 2025, a ten-year plan to 1) increase kindergarten readiness and support school success for underserved children; 2) improve economic self-sufficiency and increase access to affordable housing; 3) improve physical activity and nutrition among residents, and encourage healthy youth behaviors. The goal is to make steady advances by creating solutions that lead to lasting change. UWHC's cash investment to assist the community during the 2023-24 fiscal year is over $1.2 million. It not only includes allocations to 26 local partner agencies, but also direct-pay designations from donors to community agencies, strategic initiatives, volunteer initiatives, United Way community impact work and sponsored programs such as 2-1-1, Women United, Small Business League and Rising Leaders. However, United Way also leverages additional community support in the form of other community assistance and savings (people receiving assistance from the Emergency Food and Shelter Program, prescription savings through Singlecare and the value of volunteer hours in strategic initiatives, etc.) Adding the value of this additional community support puts United Way's total community impact at over $1.82 million. This means we put over a dollar of impact value back out into the community for every dollar we raise. See details in the paragraphs below.As mentioned above, UWHC also provided high-impact services and savings to people in Henderson County. Singlecare prescription discount cards helped local residents save a total of $146,182. NC 2-1-1, United Way's information and referral helpline, was a critically important resource and made 1,121 referrals last year to Henderson County residents, directing them to resources including food, shelter, health care or help paying mortgage, rent or utility bills. Volunteers are also a tremendous non-cash asset. UWHC had the help of over 1,034 volunteers, providing over 5,677 volunteer hours, valued at over $180,000 during 2023-24 to help improve the community. UWHC hosted two community-wide volunteer events, Days of Action and Days of Caring. More than 278 community volunteers came together to work on service projects at 22 Henderson County schools as part of Days of Action 2023. Days of Caring 2024 brought more than 265 volunteers out to complete 31 projects at 24 nonprofit agencies, including assisting with the NALC Letter Carriers Food Drive, which collected over 36,000 pounds of food for local food pantries.Women United (WU), a Leadership Giving Affinity Group, had a busy eighth year. During the 2023-2024 year, there were 83 members. These women continued to support Girls EMpowered (GEM), a weekly afterschool program designed to increase confidence and school success for girls in fifth and eighth grades. GEM began in 2017 at Upward Elementary School and quickly expanded to Hillandale Elementary School and Hendersonville Middle School. United Way of Henderson County and Women United launched an ambitious 3-year expansion and will ultimately serve 12 locations and up to 900 girls by the end of the expansion period. Throughout the 2023-2024 school year and summer break, GEM served 62 girls in 3 elementary schools, 1 middle school, and the Boys & Girls Club of Henderson County. WU members served as guest speakers, volunteers, mentors, and chaperones. The GEM girls received educational presentations from a variety of women professionals, enjoyed women leadership tours , and received self-care kits and backpacks filled with school supplies. Women United members also donated $256 worth of feminine hygiene supplies to Project Dignity, 164 books to children in foster care, and $12,500-worth of holiday gifts for 50 children in Henderson County. WU members nominated programs that align with WU's focus area of supporting the education and self-sufficiency of women and children in Henderson County. WU members then voted for three $1,000 mini-grant awardees. The 2024 winners were Smart Start Partnership for Children to help address the childcare crisis in Henderson County; teachers at Fletcher and Glenn Marlow Elementary Schools for the GLOW/Shine! programs that inspired WU's GEM program; and Hope Coalition to support the new Youth Connections Center in Henderson County. Our strategic direction is guided by our 2023-28 Strategic Plan. The plan focuses on 4 bold goals relating to community impact, resource development, community engagement and education, and organizational capacity, while ensuring that we build capacity and embed equity throughout our organization. Small businesses play a critical role in maintaining our thriving local economy and are an important part of our work. Our Small Business League is comprised of 14 local small business who give back to their community through United Way and a special League voted initiative each year. In 2023 the League directed this funding to the Safelight's Job Training Program, which supports survivors of interpersonal violence.UWHC received and used gifts in-kind valued at over $361,000. This covered donated items, printing, supplies, and various media resources such as newspaper and radio. Additionally, UWHC secured corporate sponsorships totaling $73,400 which help cover the cost of campaign, events and operational items. This means that more dollars from donors go directly to programs and services to those in need. We not only provided over $380,000 in grants to local nonprofit agencies, but we also raised an additional $177,000 in donor designations that passed directly to the recipient agencies chosen by those donors. United Way works hard to leverage all types of support- financial, in-kind, and volunteer- to ensure that our community receives the maximum benefit. Our core mission support covering our Management and General expenses has a 3-year average of around 10%. When accounting for cash, plus non-cash value of in-kind and volunteer hours, UWHC puts over a dollar of value back into the community for every dollar raised. Now in its 14th year, the Rising Leaders initiative is a UWHC Program designed to develop the next generation of community leaders and board members for Henderson County non-profit organizations. In 2023-24, twenty-one Rising Leaders completed the program, and many have been recruited to serve on local boards. Born Learning Trail is an education activity program. It promotes learning in a fun and interactive way while boosting language, reading, problem solving and critical thinking skills. It offers families a place to be active, elevate awareness of early childhood education and be a visible symbol of the community's commitment to young children. UWHC supports two Born Learning Trails, one on the Ochlawaha Greenway, a popular walking and bicycling trail for local families, and our original Born Learning Trail at Mills River Park, which received an update to all learning spaces and new signs, including the addition of Spanish language signs.UWHC also convenes community conversations on important issues. In 2023-24, we introduced EveryDay Strong, a program that equips caring adults with training and tools to support the mental health and wellness of children aged 8 to 18. Utilizing a train the trainer model, this program is now being used by Big Brothers Big Sisters of WNC as a resource for their Bigs. 1203794 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 9 0 1 8 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 21 21 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X X X Robin Morgan 8286921636 722 5th Avenue West Hendersonville NC 28739 Bartley Kyle Stratigic Planning C 2.00 X 0 0 0 Brown Tae Board Member 1.00 X 0 0 0 Bunch Kristen Board Member 1.00 X 0 0 0 Canning Joe Board Member 1.00 X 0 0 0 Carpenter Pauline Board Member 1.00 X 0 0 0 Garrett Mark Board Member 1.00 X 0 0 0 Gould Debi Board Member 1.00 X 0 0 0 Guido Nubia Board Member 1.00 X 0 0 0 Holloway Lew Past Chair 1.00 X 0 0 0 Holt Amy Lynn Board Member 1.00 X 0 0 0 Lee Tamara Board Member 1.00 X 0 0 0 Murrill Tom Board Member 1.00 X 0 0 0 Nudd Brandon Board Member 1.00 X 0 0 0 Reynolds Micelle Board Member 1.00 X 0 0 0 Rushing Trina Board Member 1.00 X 0 0 0 Todd Kevin Board Member 1.00 X 0 0 0 Tracz Michelle Treasurer 2.00 X X 0 0 0 Wilkerson Brenda Board Member 1.00 X 0 0 0 Long Denise Executive Director 38.00 X 91684 0 12667 91684 0 12667 0 0 0 0 0 10000 1342359 1352359 5403 5403 53001 0 85 53001 -85 52916 52916 1410678 0 0 58319 559514 559514 91684 64503 12355 14826 389551 274064 52494 62993 87295 58488 13094 15713 36007 24125 5401 6481 20064 7022 13042 2763 967 1796 14503 9717 2175 2611 10633 10262 168 203 5950 5950 830 556 125 149 2669 2031 290 348 17228 17228 18139 12153 2721 3265 13924 9329 2089 2506 Supplies 112889 102239 4841 5809 Board/staff development 30274 27556 1181 1537 Miscellaneous 15809 15809 Repairs and maintenance 11118 7449 1668 2001 28849 16591 8012 4246 1469693 1203794 143211 122688 25901 19808 529477 416256 398397 324938 101968 96432 8438 8612 474869 314761 161697 160108 561260 597363 1787138 1623517 25618 30722 573764 458155 23973 18632 623355 507509 X 1163783 1060270 55738 1163783 1116008 1787138 1623517 X -59015 11171 69 X 0 1 X 1 0 X 1985069 1846433 1498468 1267254 1352359 7949583 1985069 1846433 1498468 1267254 1352359 7949583 7949583 32880 35017 27859 4573 5403 105732 7920 7920 8063235 0.98590 0.98250 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 328605 220018 108587 146264 94743 51521 160108 Assets held by others 516783 Life insurance cash surrender value 61948 Operating lease right of use assets 18632 597363 Operating lease liability 18632 18632 X 1606415 11171 361258 372429 1233986 176692 176692 1410678 1654190 361189 361189 1293001 176692 176692 1469693 Part X, Line 2: FASB ASC 740, "Accounting for Uncertainty in Income Taxes" clarified the accounting for the recognition and measurement of uncertainties in income taxes recognized in an entity's financial statements and prescribes a threshold of more likely-than-not for recognition of tax positions taken or expected to be taken in a tax return. The United Way's policy is to evaluate the likelihood that its uncertain tax positions will prevail upon examination based on the extent to which those positions have substantial support within the Internal Revenue Code and Regulations, Revenue Rulings, court decisions and other evidence. Part XI, Line 2d - Other Adjustments: In kind contributions 361,258. Part XI, Line 4b - Other Adjustments: Designated donations 176,692. Part XII, Line 2d - Other Adjustments: Gift in kind expense 361,189. Part XII, Line 4b - Other Adjustments: Designated donations 176,692. 1 Aspire Youth & Family Inc PO Box 250 Balsam NC 28707 300466165 5246 0 General support Big Brothers Big Sisters of WNC 50 S French Broad Ave 213 Asheville NC 28801 581505917 6225 0 General support Boys & Girls Club of Henderson Co PO Box 1460 Hendersonville NC 28793 561803125 71181 0 General support Calvary Episcopal Church Food Pantry PO Box 187 Fletcher NC 28732 611657546 6683 0 General support Children & Family Resource Center 851 Case Street Hendersonville NC 28792 562113878 39294 0 General support Council on Aging - Meals on Wheels 105 King Creek Boulevard Hendersonville NC 28792 560936674 23776 0 General support Education Foundation of Hend County PO Box 1267 Hendersonville NC 28793 581734733 7045 0 General support Four Seasons CFL - Angel Fund for H 221 N Main Street Hendersonville NC 28792 561252665 7581 0 General support Habitat for Humanity 1111 Keith Street Hendersonville NC 28792 561642263 34189 0 General support Helping Hand Development Center PO Box 222 East Flat Rock NC 28726 510138781 9420 0 General support Henderson County Eduation Foundatio 414 Fourth Ave W Hendersonville NC 28739 581734733 0 0 General support Hope Coalition 101 S Grove Street Hendersonville NC 28792 861730600 9000 0 General support Housing Assistance Corp 602 Kanuga Road Hendersonville NC 28739 561831757 30000 0 General support Literacy Connection aka Blue Ridge PO Box 1728 Hendersonville NC 28793 561691110 37123 0 General support Manna Food Bank 627 Swannanoa River Road Asheville NC 28805 581514800 30766 0 General support Medical Loan Closet 1225 7th Avenue E Hendersonville NC 28792 262933780 5342 0 General support Mountain Care PO Box 5956 Asheville NC 28813 562005198 8721 0 General support On Track - Affordable Housing Srvc 50 South French Boulevard 227 Asheville NC 28801 561056077 6077 0 General support Pardee Hospital Foundation 561 Fleming Street Hendersonville NC 28739 561930028 5258 0 General support Pisgah Legal Services PO Box 2276 Asheville NC 28802 561191115 43845 0 General support Safelight 133 Fifth Avenue West Hendersonville NC 28792 561469847 37262 0 General support Sixth Avenue Psychiatric Rehab 218 West Allen Suite B Hendersonville NC 28739 205599815 40007 0 General support Smart Start of Henderson County 525 N Justice St Hendersonville NC 28739 562092325 27300 0 General support The Free Clinics 841 Case Street Hendersonville NC 28792 562212024 22399 0 General support United Way Asheville 50 S French Broad Avenue Asheville NC 28801 560576157 12728 0 General support United Way of Utah County 148 100 W Provo UT 84601 942851681 10000 0 General support United Way Worldwide 701 N Fairfax Street Alexandria VA 22314 131635294 16840 0 General support Vocational Solutions of Henderson C 2110 Spartanburg Highway East Flat Rock NC 28726 560897854 10000 0 General support 27 Part I, Line 2: Henderson County United Way (HCUW) monitors grants and assistance provided via an allocations process. A HCUW panel reviews grant applications and determines the agency and/or programs to be funded. Once approved for allocated funding, the agency and/or program reports throughout the end of the payout year and a valuation of the agency and/or program and its outcomes are reviewed by the allocation panels at the end of the cycle. Form 990 Part III Line 4a continuation United Way also works with partners and area-wide collaborations such as the Nonprofit Forum, Nonprofit CEO Forum, Henderson County Partnership for Health, Emergency Food and Shelter program (EFSP) securing $40,810 in grants, Henderson County Childcare Crisis Taskforce, Henderson County Committee for Activity and Nutrition, and the Behavioral Health Summit. These items are an overview of the various outreach and non-tangible items that Henderson County United Way offers to the community in conjunction with, and in addition to funds provided to programs, initiatives and agencies to improve the lives of Henderson County residents. Form 990, Part VI, Section B, line 11b The return was prepared by an independent accountant with assistance and oversight from management. A copy of the Form 990 was provided to the entire Board prior to the filing date. The return was presented at the Board meeting by the auditing firm and the independent accountant. After Board review the 990 was filed. Form 990, Part VI, Section B, line 12c A new conflict of interest document is presented to each board member at the beginning of each board year. It is signed and submitted by each member. Form 990, Part VI, Section B, line 15a The Organization follows the process described in Regulation Sec 53.4958(6)(c) for establising the rebuttable presumption of reasonableness in the determination of the exceutive director's compensation. Form 990, Part VI, Section C, line 19 Governing documents, conflict of interest policy, and financial statements are available upon request at the administrative office. The Form 990 is posted on our website, Guidestar and available upon request. Form 990, Part XI, line 9: Difference between gift in kind income and expense 69.