Civic Intelligence

United Way of Davie County Inc

EIN 23-7377664 • 501(c)3 • Mocksville, NC

Profile

The mission of the united way of davie county, inc. Is to advance the common good of davie county by uniting the resources of the community to identify and address the most pressing human needs.

PO Box 744Mocksville, NC 27028

www.davieunitedway.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

70th percentile

0.02x

Higher debt load relative to assets than 70% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

67th percentile

0.01x

Higher debt load relative to revenue than 67% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

15th percentile

-46%

Higher net margin than 15% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

16th percentile

-65%

Faster asset growth than 16% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

45th percentile

-6.6%

Faster revenue growth than 45% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Down

$29,649

Down $55,087 (-65%) from 2021

Liabilities

Down

$661

Down $3,557 (-84%) from 2021

Net Assets

Down

$28,988

Down $51,530 (-64%) from 2021

Revenue

Down

$112,147

Down $7,923 (-6.6%) from 2021

Expenses

Down

$163,677

Down $56,423 (-26%) from 2021

Net Income

Up

-$51,530

Up $48,500 (+48%) from 2021

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$400K$300K$200K$100K$0Assets 2015: $339,616Liabilities 2015: $9,414Net Assets 2015: $330,2022015Assets 2016: $263,821Liabilities 2016: $11,534Net Assets 2016: $252,2872016Assets 2017: $238,913Liabilities 2017: $22,712Net Assets 2017: $216,2012017Assets 2019: $207,858Liabilities 2019: $5,212Net Assets 2019: $202,6462019Assets 2020: $182,848Liabilities 2020: $2,300Net Assets 2020: $180,5482020Assets 2021: $84,736Liabilities 2021: $4,218Net Assets 2021: $80,5182021Assets 2022: $29,649Liabilities 2022: $661Net Assets 2022: $28,9882022

Highlighted filing

2022

Assets$29,649
Liabilities$661
Net Assets$28,988

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200KRevenue 2015: $374,385Expenses 2015: $463,792Net Income 2015: -$89,4072015Revenue 2016: $390,610Expenses 2016: $468,525Net Income 2016: -$77,9152016Revenue 2017: $439,212Expenses 2017: $475,298Net Income 2017: -$36,0862017Revenue 2019: $341,952Expenses 2019: $339,521Net Income 2019: $2,4312019Revenue 2020: $257,645Expenses 2020: $279,743Net Income 2020: -$22,0982020Revenue 2021: $120,070Expenses 2021: $220,100Net Income 2021: -$100,0302021Revenue 2022: $112,147Expenses 2022: $163,677Net Income 2022: -$51,5302022

Highlighted filing

2022

Revenue$112,147
Expenses$163,677
Net Income-$51,530

Filings

Latest Detailed Filing

The latest 2022 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2021 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Oct 14, 2023
Return Version
2021v4.0
Gross Receipts
$138,130
Mission and Program Overview

Mission

The mission of the united way of davie county, inc. Is to advance the common good of davie county by uniting the resources of the community to identify and address the most pressing human needs.

The mission of the united way of davie county, inc.is to advance the common good of davie county by uniting the resources of the community to identify and address the most pressing human needs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$23,133$47,752▲ $24,619
Pledges and Grants Receivable$131,377$31,435▼ $99,942
Land, Buildings, and Equipment, Net$25,924$2,492▼ $23,432
Cash and Non-Interest-Bearing Accounts$300$300→ $0
Total Assets$182,848$84,736▼ $98,112
Other Assets Total$2,114$2,757▲ $643
Liabilities
Accounts Payable and Accrued Expenses$2,300$4,218▲ $1,918
Total Liabilities$2,300$4,218▲ $1,918
Net Assets / Fund Balance
Net Assets With Donor Restrictions$99,790--
Net Assets Without Donor Restrictions$80,758$80,518▼ $240
Total Net Assets Fund Balance$180,548$80,518▼ $100,030
Total Liabilities and Net Assets / Fund Balance$182,848$84,736▼ $98,112

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$2,492$12,906$15,398
Compensation and Service Providers

Board Members and Trustees

NameTitle
Gloria WommackPresident
Adam RidenhourDirector
Amy HaynesDirector
Brad BlackmonDirector
Haley PulliamDirector
Jennifer StevensonDirector
Joseph JohnsonDirector
Lisa HartnessDirector
Lynne YokleySecretary
Lori HamiltonVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$138,122
Program Service Revenue
$0
Investment Income
$-18,052
Other Revenue
$0
Change in Net Assets
$-100,030
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$99,705
Other Expenses$61,781
Grants and Similar Amounts Paid$58,614
Total Fundraising Expense$995
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$74,028--$74,028
Grants to Domestic Orgs$58,614--$58,614
Occupancy$21,461--$21,461
Other Employee Benefits$15,443--$15,443
Office Expenses$11,582--$11,582
Information Technology$7,863--$7,863
Payroll Taxes$7,432--$7,432
Fees for Services Accounting-$6,000-$6,000
Depreciation Depletion$5,372--$5,372
Insurance-$3,738-$3,738
Pension Plan Contributions$2,802--$2,802
Payments to Affiliates$2,136--$2,136
Advertising$500--$500
Other Expenses$225-$995$225
Travel$105--$105
Total Functional Expenses$209,367$9,738$995$220,100
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Allocations 5000 and UnderMocksville, NC501c3General Support$52,614
Davie Center for Viollence Preventi--General Support$6,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

Accountant provides the form 990 to the finance committee who, in turn, presents findings to the board. Copies of the form 990 are held in the united way of davie county, inc.'s office for review by all board members.

Form 990, Page 6, Part VI, Line 12C

Members of the board shall annually file with the united way of davie county, inc.'s staff a disclosure of all known potential conflict of interests.

Form 990, Page 6, Part VI, Line 15A

Executive director is reviewed annually by the board president with findings shared with the board of directors. Any change in compensation that may be warrented, either increase or decrease, must remain within the salary range determined appropriate by the board of directors using information available from other local nonprofit organizations and the united way worldwide.

Form 990, Page 6, Part VI, Line 19

Copies of the form 990 are kept in the united way of davie county, inc.'s office for viewing upon request.

Filing and Contact Details

Filer

Filer Name
United Way of Davie County Inc
EIN
23-7377664
Phone
3367510313
Address
PO BOX 744, MOCKSVILLE, NC 27028

Signing Officer

Name
Gloria Wommack
Title
President
Phone
3367510313
Signed
2023-10-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gloria Wommack
Formed
1973
Legal Domicile
Nc
Voting Board Members
11
Independent Board Members
11
Employees
3

Preparer

Firm
Douglas W Granger CPA Inc
Address
2104 JUNIPER DRIVE, PLANT CITY, FL 33563
Preparer
Douglas W Granger
Phone
8137631721
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Part I, Line 6

12 day of caring volunteers, 16 board volunteers, 6 campaign volunteers, 15 internal campaign coordinator volunteers, 11 community investment/impact volunteers, 5 teachers closet volunteers, and 7 other volunteers.

Form 990, Page 2, Part III, Line 4A

United way of davie county and its partner agencies helped a total of 10,444 people in davie county in 2019; this was accomplished by the united way of davie county operating 3 direct programs that benefit the community and funding 12 additional programs facilitated by partner agencies that advance the common good in the areas of education, financial stability and health and wellness. In the area of education, children have a provided access to tutors,have devleoped enhanced character development and leadership skills, have taken steps toward achieving their potential because they were mentored by a caring individual. In the area of financial stability/self sufficiency, people have benefitted from programs providing basic neccessities and/or assisstance. In the area of health & wellness, programs have improved the residents of davie county ability to make healthy nutritional choices, quality health services, opportunities for physical activities, and advocating for victims of abuse.

Form 990, Page 2, Part III, Line 4B

All other program services; prescription drug discount card program - provides perscription discounts to those who do not have prescription insurance coverage. The program provided assisstance to 546 davie county residents saving them 52,578 in prescription costs. Call 211 services - provides access to information on all human services available in davie county and other counties statewide. April's day of caring - volunteers that include local businesses, civic groups, churches and families come together to complete various projects that benefit individual and nonprofit organizations in need within the community. Davie county teachers closet - teachers received free school supplies for their classroom and students in need also received free school supplies. The closet was visited by 116 teachers ultimately benefitting 6,832 students. My free taxes - 21 people used this free service to file their tax returns.

Raw XML Appendix385 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/ProgSrvcAccomActy2Grp/Desc0ALL OTHER PROGRAM SERVICES; PRESCRIPTION DRUG DISCOUNT CARD PROGRAM - PROVIDES PERSCRIPTION DISCOUNTS TO THOSE WHO DO NOT HAVE PRESCRIPTION INSURANCE COVERAGE. THE PROGRAM PROVIDED ASSISSTANCE TO 546 DAVIE COUNTY RESIDENTS SAVING THEM 52,578 IN PRESCRIPTION COSTS. CALL 211 SERVICES - PROVIDES ACCESS TO INFORMATION ON ALL HUMAN SERVICES AVAILABLE IN DAVIE COUNTY AND OTHER COUNTIES STATEWIDE. APRIL'S DAY OF CARING - VOLUNTEERS THAT INCLUDE LOCAL BUSINESSES, CIVIC GROUPS, CHURCHES AND FAMILIES COME TOGETHER TO COMPLETE VARIOUS PROJECTS THAT BENEFIT INDIVIDUAL AND NONPROFIT ORGANIZATIONS IN NEED WITHIN THE COMMUNITY. DAVIE COUNTY TEACHERS CLOSET - TEACHERS RECEIVED FREE SCHOOL SUPPLIES FOR THEIR CLASSROOM AND STUDENTS IN NEED ALSO RECEIVED FREE SCHOOL SUPPLIES. THE CLOSET WAS VISITED BY 116 TEACHERS ULTIMATELY BENEFITTING 6,832 STUDENTS. MY FREE TAXES - 21 PEOPLE USED THIS FREE SERVICE TO FILE THEIR TAX RETURNS.
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IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0ALLOCATIONS 5000 AND UNDER
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1DAVIE CENTER FOR VIOLLENCE PREVENTI
IRS990ScheduleI/RecipientTable/RecipientEIN0566000029
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0123 SOUTH MAIN STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0MOCKSVILLE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0NC
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE RECIPIENT ORGANIZATIONS ARE REQUIRED TO PROVIDE A MID-YEAR AND END OF YEAR REPORT DETAILING HOW THE GRANT FUNDS WERE USED.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 1, PART I, LINE 2
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt012 DAY OF CARING VOLUNTEERS, 16 BOARD VOLUNTEERS, 6 CAMPAIGN VOLUNTEERS, 15 INTERNAL CAMPAIGN COORDINATOR VOLUNTEERS, 11 COMMUNITY INVESTMENT/IMPACT VOLUNTEERS, 5 TEACHERS CLOSET VOLUNTEERS, AND 7 OTHER VOLUNTEERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UNITED WAY OF DAVIE COUNTY AND ITS PARTNER AGENCIES HELPED A TOTAL OF 10,444 PEOPLE IN DAVIE COUNTY IN 2019; THIS WAS ACCOMPLISHED BY THE UNITED WAY OF DAVIE COUNTY OPERATING 3 DIRECT PROGRAMS THAT BENEFIT THE COMMUNITY AND FUNDING 12 ADDITIONAL PROGRAMS FACILITATED BY PARTNER AGENCIES THAT ADVANCE THE COMMON GOOD IN THE AREAS OF EDUCATION, FINANCIAL STABILITY AND HEALTH AND WELLNESS. IN THE AREA OF EDUCATION, CHILDREN HAVE A PROVIDED ACCESS TO TUTORS,HAVE DEVLEOPED ENHANCED CHARACTER DEVELOPMENT AND LEADERSHIP SKILLS, HAVE TAKEN STEPS TOWARD ACHIEVING THEIR POTENTIAL BECAUSE THEY WERE MENTORED BY A CARING INDIVIDUAL. IN THE AREA OF FINANCIAL STABILITY/SELF SUFFICIENCY, PEOPLE HAVE BENEFITTED FROM PROGRAMS PROVIDING BASIC NECCESSITIES AND/OR ASSISSTANCE. IN THE AREA OF HEALTH & WELLNESS, PROGRAMS HAVE IMPROVED THE RESIDENTS OF DAVIE COUNTY ABILITY TO MAKE HEALTHY NUTRITIONAL CHOICES, QUALITY HEALTH SERVICES, OPPORTUNITIES FOR PHYSICAL ACTIVITIES, AND ADVOCATING FOR VICTIMS OF ABUSE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL OTHER PROGRAM SERVICES; PRESCRIPTION DRUG DISCOUNT CARD PROGRAM - PROVIDES PERSCRIPTION DISCOUNTS TO THOSE WHO DO NOT HAVE PRESCRIPTION INSURANCE COVERAGE. THE PROGRAM PROVIDED ASSISSTANCE TO 546 DAVIE COUNTY RESIDENTS SAVING THEM 52,578 IN PRESCRIPTION COSTS. CALL 211 SERVICES - PROVIDES ACCESS TO INFORMATION ON ALL HUMAN SERVICES AVAILABLE IN DAVIE COUNTY AND OTHER COUNTIES STATEWIDE. APRIL'S DAY OF CARING - VOLUNTEERS THAT INCLUDE LOCAL BUSINESSES, CIVIC GROUPS, CHURCHES AND FAMILIES COME TOGETHER TO COMPLETE VARIOUS PROJECTS THAT BENEFIT INDIVIDUAL AND NONPROFIT ORGANIZATIONS IN NEED WITHIN THE COMMUNITY. DAVIE COUNTY TEACHERS CLOSET - TEACHERS RECEIVED FREE SCHOOL SUPPLIES FOR THEIR CLASSROOM AND STUDENTS IN NEED ALSO RECEIVED FREE SCHOOL SUPPLIES. THE CLOSET WAS VISITED BY 116 TEACHERS ULTIMATELY BENEFITTING 6,832 STUDENTS. MY FREE TAXES - 21 PEOPLE USED THIS FREE SERVICE TO FILE THEIR TAX RETURNS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTANT PROVIDES THE FORM 990 TO THE FINANCE COMMITTEE WHO, IN TURN, PRESENTS FINDINGS TO THE BOARD. COPIES OF THE FORM 990 ARE HELD IN THE UNITED WAY OF DAVIE COUNTY, INC.'S OFFICE FOR REVIEW BY ALL BOARD MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4MEMBERS OF THE BOARD SHALL ANNUALLY FILE WITH THE UNITED WAY OF DAVIE COUNTY, INC.'S STAFF A DISCLOSURE OF ALL KNOWN POTENTIAL CONFLICT OF INTERESTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5EXECUTIVE DIRECTOR IS REVIEWED ANNUALLY BY THE BOARD PRESIDENT WITH FINDINGS SHARED WITH THE BOARD OF DIRECTORS. ANY CHANGE IN COMPENSATION THAT MAY BE WARRENTED, EITHER INCREASE OR DECREASE, MUST REMAIN WITHIN THE SALARY RANGE DETERMINED APPROPRIATE BY THE BOARD OF DIRECTORS USING INFORMATION AVAILABLE FROM OTHER LOCAL NONPROFIT ORGANIZATIONS AND THE UNITED WAY WORLDWIDE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6COPIES OF THE FORM 990 ARE KEPT IN THE UNITED WAY OF DAVIE COUNTY, INC.'S OFFICE FOR VIEWING UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 1, PART I, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 2, PART III, LINE 4B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/USAddress/AddressLine1Txt0129 NORTH LAKE LOUISE DRIVE
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GLORIA WOMMACK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03367510313
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UNITED WAY OF DAVIE COUNTY INC
ReturnHeader/Filer/BusinessNameControlTxt0UNIT
ReturnHeader/Filer/EIN0237377664
ReturnHeader/Filer/PhoneNum03367510313
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 744
ReturnHeader/Filer/USAddress/CityNm0MOCKSVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027028
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0592902951
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DOUGLAS W GRANGER CPA INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02104 JUNIPER DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PLANT CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033563
ReturnHeader/PreparerPersonGrp/PhoneNum08137631721
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DOUGLAS W GRANGER
ReturnHeader/ReturnTs02023-11-15T11:36:25-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0GLORIA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WOMACK
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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