Civic Intelligence

United Way Tar River Region

990 • Fiscal year 2015 • EIN 56-0611545

Jul 01, 2014 to Jun 30, 2015 • Filed on Feb 01, 2016

2501 Sunset AvenueRocky Mount, NC 27804

(252) 937-2213

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

46th percentile

0.08x

Higher debt load relative to assets than 46% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

52nd percentile

0.12x

Higher debt load relative to revenue than 52% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

42nd percentile

0.6%

Higher net margin than 42% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

62nd percentile

$85,385

Higher top officer pay than 62% of similar nonprofits.

Top officer pay equals 7.8% of source-year revenue.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

54th percentile

1.6%

Faster asset growth than 54% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

46th percentile

1.7%

Faster revenue growth than 46% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Assets

Up

$1,607,819

Up $24,567 (+1.6%) from 2014

Net Assets

Up

$1,475,178

Up $6,289 (+0.4%) from 2014

Liabilities

Up

$132,641

Up $18,278 (+16%) from 2014

Revenue

Up

$1,098,133

Up $18,509 (+1.7%) from 2014

Expenses

Down

$1,091,844

Down $44,355 (-3.9%) from 2014

Net Income

Up

$6,289

Up $62,864 (+111%) from 2014

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$2.0M$1.5M$1.0M$500K$0Assets 2011: $953,369Liabilities 2011: $108,746Net Assets 2011: $844,6232011Assets 2012: $1,132,405Liabilities 2012: $146,841Net Assets 2012: $985,5642012Assets 2013: $1,640,916Liabilities 2013: $116,252Net Assets 2013: $1,524,6642013Assets 2014: $1,583,252Liabilities 2014: $114,363Net Assets 2014: $1,468,8892014Assets 2015: $1,607,819Liabilities 2015: $132,641Net Assets 2015: $1,475,1782015Assets 2016: $1,668,001Liabilities 2016: $68,589Net Assets 2016: $1,599,4122016Assets 2017: $1,765,865Liabilities 2017: $114,194Net Assets 2017: $1,651,6712017Assets 2018: $1,807,181Liabilities 2018: $105,596Net Assets 2018: $1,701,5852018Assets 2019: $1,752,738Liabilities 2019: $128,809Net Assets 2019: $1,623,9292019Assets 2020: $1,674,843Liabilities 2020: $202,582Net Assets 2020: $1,472,2612020Assets 2021: $1,578,648Liabilities 2021: $257,275Net Assets 2021: $1,321,3732021Assets 2022: $1,621,870Liabilities 2022: $179,204Net Assets 2022: $1,442,6662022Assets 2023: $1,963,590Liabilities 2023: $168,690Net Assets 2023: $1,794,9002023

Highlighted filing

2015

Assets$1,607,819
Liabilities$132,641
Net Assets$1,475,178

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2011: $1,065,127Expenses 2011: $1,090,252Net Income 2011: -$25,1252011Revenue 2012: $1,158,259Expenses 2012: $1,017,915Net Income 2012: $140,3442012Revenue 2013: $1,669,925Expenses 2013: $1,131,253Net Income 2013: $538,6722013Revenue 2014: $1,079,624Expenses 2014: $1,136,199Net Income 2014: -$56,5752014Revenue 2015: $1,098,133Expenses 2015: $1,091,844Net Income 2015: $6,2892015Revenue 2016: $1,211,583Expenses 2016: $1,087,349Net Income 2016: $124,2342016Revenue 2017: $1,267,741Expenses 2017: $1,215,482Net Income 2017: $52,2592017Revenue 2018: $1,380,314Expenses 2018: $1,330,400Net Income 2018: $49,9142018Revenue 2019: $1,139,870Expenses 2019: $1,217,526Net Income 2019: -$77,6562019Revenue 2020: $1,144,491Expenses 2020: $1,296,159Net Income 2020: -$151,6682020Revenue 2021: $988,814Expenses 2021: $1,143,672Net Income 2021: -$154,8582021Revenue 2022: $1,251,877Expenses 2022: $1,120,281Net Income 2022: $131,5962022Revenue 2023: $1,261,364Expenses 2023: $915,012Net Income 2023: $346,3522023

Highlighted filing

2015

Revenue$1,098,133
Expenses$1,091,844
Net Income$6,289
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Feb 1, 2016
Return Version
2014v6.0
Gross Receipts
$1,102,490
Mission and Program Overview

Mission

To unite people and resources to build a stronger commmunity.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$509,195$563,971▲ $54,776
Land, Buildings, and Equipment, Net$528,262$511,971▼ $16,291
Pledges and Grants Receivable$372,085$372,299▲ $214
Prepaid Expenses and Deferred Charges$151,017$147,229▼ $3,788
Accounts Receivable$15,054$7,860▼ $7,194
Investments in Publicly Traded Securities$4,357--
Cash and Non-Interest-Bearing Accounts$2,807$4,014▲ $1,207
Total Assets$1,583,252$1,607,819▲ $24,567
Other Assets Total$475$475→ $0
Liabilities
Grants Payable$100,613$114,563▲ $13,950
Accounts Payable and Accrued Expenses$13,750$18,078▲ $4,328
Total Liabilities$114,363$132,641▲ $18,278
Net Assets / Fund Balance
Unrestricted Net Assets$1,459,549$1,469,296▲ $9,747
Temporarily Rstr Net Assets$9,340$5,882▼ $3,458
Total Net Assets Fund Balance$1,468,889$1,475,178▲ $6,289
Total Liabilities and Net Assets / Fund Balance$1,583,252$1,607,819▲ $24,567

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$318,368$30,486$348,854
Land$183,480-$183,480
Equipment$10,123$67,187$77,310
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Virginia W MohrbutterExecutive DiFT$73,862$11,523$85,385
Alan DavisCFO/asst. ExFT$53,183$8,870$62,053

Board Members and Trustees

NameTitle
Gary FazioPresident
Christy TaylorPresident-el
Angela BurtonBoard Member
Anthony JacksonBoard Member
Ashley MilesBoard Member
Chuck MurrayBoard Member
Darlene CowellBoard Member
Dave LavelyBoard Member
Eric MillerBoard Member
Gerry FeltonBoard Member
Graham NelsonBoard Member
Jimmy MatthewsBoard Member
Joe GarnerBoard Member
John FarrellyBoard Member
John TurnageBoard Member
Ken PierceBoard Member
Lee MilliganBoard Member
Lou RedaBoard Member
Meera KelleyBoard Member
Mike SmithBoard Member
Molly WyattBoard Member
Rick McmahonBoard Member
Robbie DavisBoard Member
Robin LathamBoard Member
Robin SanfordBoard Member
Ron EllisBoard Member
Tem MyersBoard Member
Thomas MotonBoard Member
Thomas V HarrisBoard Member
Tommy StockdaleBoard Member
U Glenn DaughtridgeBoard Member
Vanessa WhitakerBoard Member
Wick BakerBoard Member
Zee LambBoard Member
Chris MillerPast Preside
David GreenSecretary
Dr Keith SmithVP Comm Deve
Diane C LefilesVP Comm Inve
Haywood ParkerVP Comm Inve
Dorsey GloverVP Finance
Jonathan BooneVP Fundraisi
Mark WilsonVP Mkt/comm
W Craig WorthyVP Planning
Robert BoydVP/governanc
Janie BauerVP/marketing
Revenue and Support

Revenue Composition

Contributions and Grants
$1,086,880
Program Service Revenue
$0
Investment Income
$517
Other Revenue
$10,736
All Other Contributions
$1,086,880
Change in Net Assets
$6,289

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,098,133
Revenue Not Reported on Form 990
$10,444
Total Revenue per Audited Statements
$1,108,577
Total Revenue per Form 990
$1,098,133
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$730,475
Salaries, Compensation, and Employee Benefits$236,927
Total Fundraising Expense$128,912
Other Expenses$124,442
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$730,475--$730,475
Current Officers, Directors, Trustees, and Key Employees$78,386$17,847$51,206$147,439
Other Salaries and Wages$29,020$5,206$22,339$56,565
Occupancy$11,446$2,160$7,991$21,597
Office Expenses$6,910$2,529$7,968$17,407
Depreciation Depletion$8,634$1,629$6,028$16,291
Payments to Affiliates$8,561$1,615$5,975$16,151
Other Employee Benefits$8,411$1,667$5,679$15,757
Conferences and Meetings$8,955$3,880$1,280$14,115
Payroll Taxes$7,428$1,581$5,100$14,109
Fees for Services Other$8,298$129$2,196$10,623
Advertising$1,607$297$7,094$8,998
Fees for Services Accounting-$6,800-$6,800
Information Technology$2,643$294$1,087$4,024
Pension Plan Contributions$1,568$286$1,203$3,057
Travel$628$348$1,564$2,540
Other Expenses$286$329$444$1,059
Interest-$94-$94
Total Functional Expenses$915,847$47,085$128,912$1,091,844

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,102,288
Expenses per Audited Statements$1,091,844
Total Expenses per Form 990$1,091,844
Expenses Not Reported on Form 990$10,444
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
The Salvation ArmyRocky Mount, NC501c3Social Assist/svcs$104,667
Rocky Mount Family Ymca IncRocky Mount, NC501c3Seniors/youth Prog$96,165
Boysgirls Clubs of NashedgeRocky Mount, NC501c3Youth Programs$76,531
United Community Ministries IncRocky Mount, NC501c3Shelter & Kitchen$58,704
American Red Cross-turnage ChapterRocky Mount, NC501c3Emergency Services$51,057
East Carolina Council BsaKinston, NC501c3Scouting Programs$50,039
Communities in Schools Rm RegionRocky Mount, NC501c3Family Resource Ctr$38,849
MY SISTER'S HOUSE INCRocky Mount, NC501c3Violence Prevention$35,061
Christian Fellowship HomesRocky Mount, NC501c3Substance Abuse Prog$30,013
Assoc for Learning DisabledhandicaRocky Mount, NC501c3Core, Community Ed$28,371
Girl Scout-nc PinesRaleigh, NC501c3Girl Scouting$21,918
Down East Partnership for ChildrenRocky Mount, NC501c3Child Edu Assistance$21,526
Mental Health America-tar River RegRocky Mount, NC501c3Mental Health Prog$21,379
THE WRIGHT'S CENTER INCRocky Mount, NC501c3Adult Day Health Car$19,501
Meals on Wheels of Rocky Mount IncRocky Mount, NC501c3Home-delivered Meals$16,452
Tar River Mission Clinic IncRocky Mount, NC501c3Low Inc Health Care$12,920
Tarboro Community Outreach IncTarboro, NC501c3Hunger/homeless Svcs$11,874
Tri-county IndustriesRocky Mount, NC801c3Job Training$11,472
Community Medicine FoundationTarboro, NC501c3Voice/senior Prog$7,355
Dunbar Community Develop ClubBattleboro, NC501c3Senior Citizens Prog$6,709
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 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
Yes
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 2

Eric miller chris miller board member board member family relationship city of rocky mount city of rocky mount dept dir asst city mg business relationship nash rocky mount public schools nash rocky mount public schools teacher superintndnt business relationship

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

Copy of form 990 was given to finance committee members for review and approval prior to filing.

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

Code of ethics which includes conflict of interest policy is distributed to staff and board members annually for review and signature.

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

The president and immediate past president will prepare annual salary rate and range recommendations for the position of executive director, subject to the approval of the executive committee. The president and immediate past president shall determine salary adjustments for the executive director.

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

The president may request the governance committee, in consultation with the executive director, to study current salary information and trends, locally and nationally, affecting human service agencies, in preparing salary range recommendations for the board of directors. Within each salary range and the annual budget, employees may be considered for salary adjustments that will vary according to work performance. The executive director shall determine salary adjustments for other employees within budget constraints.

Form 990, Page 6, Part VI, Line 19

Form 990, financial statements, conflict of interest policy, and governing documents are available upon request. Form 990 is also available from guidestar.org.

Filing and Contact Details

Filer

Filer Name
United Way Tar River Region
EIN
56-0611545
Phone
2529372213
Address
2501 SUNSET AVENUE, ROCKY MOUNT, NC 27804

Signing Officer

Name
Virginia W Mohrbutter
Title
Executive Director
Phone
2529372213
Signed
2016-02-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Virginia W Mohrbutter
Formed
1965
Legal Domicile
Nc
Voting Board Members
36
Independent Board Members
36
Employees
4
Volunteers
385

Preparer

Firm
Bunch & Company Llp
Address
PO BOX 7608, ROCKY MOUNT, NC 27804-0608
Preparer
Terri W Sharpe CPA
Phone
2524430551
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IRS990/Form990PartVIISectionAGrp/PersonNm1JANIE BAUER
IRS990/Form990PartVIISectionAGrp/PersonNm2GARY FAZIO
IRS990/Form990PartVIISectionAGrp/PersonNm3DAVID GREEN
IRS990/Form990PartVIISectionAGrp/PersonNm4THOMAS V HARRIS
IRS990/Form990PartVIISectionAGrp/PersonNm5CHRIS MILLER
IRS990/Form990PartVIISectionAGrp/PersonNm6ROBIN SANFORD
IRS990/Form990PartVIISectionAGrp/PersonNm7DR KEITH SMITH
IRS990/Form990PartVIISectionAGrp/PersonNm8W CRAIG WORTHY
IRS990/Form990PartVIISectionAGrp/PersonNm9U GLENN DAUGHTRIDGE
IRS990/Form990PartVIISectionAGrp/PersonNm10DAVE LAVELY
IRS990/Form990PartVIISectionAGrp/PersonNm11MEERA KELLEY
IRS990/Form990PartVIISectionAGrp/PersonNm12JOHN FARRELLY
IRS990/Form990PartVIISectionAGrp/PersonNm13GERRY FELTON
IRS990/Form990PartVIISectionAGrp/PersonNm14DARLENE COWELL
IRS990/Form990PartVIISectionAGrp/PersonNm15TEM MYERS
IRS990/Form990PartVIISectionAGrp/PersonNm16ROBBIE DAVIS
IRS990/Form990PartVIISectionAGrp/PersonNm17DORSEY GLOVER
IRS990/Form990PartVIISectionAGrp/PersonNm18JIMMY MATTHEWS
IRS990/Form990PartVIISectionAGrp/PersonNm19ROBIN LATHAM
IRS990/Form990PartVIISectionAGrp/PersonNm20DIANE C LEFILES
IRS990/Form990PartVIISectionAGrp/PersonNm21RICK MCMAHON
IRS990/Form990PartVIISectionAGrp/PersonNm22CHUCK MURRAY
IRS990/Form990PartVIISectionAGrp/PersonNm23HAYWOOD PARKER
IRS990/Form990PartVIISectionAGrp/PersonNm24ERIC MILLER
IRS990/Form990PartVIISectionAGrp/PersonNm25TOMMY STOCKDALE
IRS990/Form990PartVIISectionAGrp/PersonNm26CHRISTY TAYLOR
IRS990/Form990PartVIISectionAGrp/PersonNm27VANESSA WHITAKER
IRS990/Form990PartVIISectionAGrp/PersonNm28KEN PIERCE
IRS990/Form990PartVIISectionAGrp/PersonNm29JONATHAN BOONE
IRS990/Form990PartVIISectionAGrp/PersonNm30MARK WILSON
IRS990/Form990PartVIISectionAGrp/PersonNm31RON ELLIS
IRS990/Form990PartVIISectionAGrp/PersonNm32ANTHONY JACKSON
IRS990/Form990PartVIISectionAGrp/PersonNm33GRAHAM NELSON
IRS990/Form990PartVIISectionAGrp/PersonNm34JOHN TURNAGE
IRS990/Form990PartVIISectionAGrp/PersonNm35WICK BAKER
IRS990/Form990PartVIISectionAGrp/PersonNm36ANGELA BURTON
IRS990/Form990PartVIISectionAGrp/PersonNm37MOLLY WYATT
IRS990/Form990PartVIISectionAGrp/PersonNm38MIKE SMITH
IRS990/Form990PartVIISectionAGrp/PersonNm39LOU REDA
IRS990/Form990PartVIISectionAGrp/PersonNm40THOMAS MOTON
IRS990/Form990PartVIISectionAGrp/PersonNm41LEE MILLIGAN
IRS990/Form990PartVIISectionAGrp/PersonNm42ASHLEY MILES
IRS990/Form990PartVIISectionAGrp/PersonNm43ZEE LAMB
IRS990/Form990PartVIISectionAGrp/PersonNm44JOE GARNER
IRS990/Form990PartVIISectionAGrp/PersonNm45VIRGINIA W MOHRBUTTER
IRS990/Form990PartVIISectionAGrp/PersonNm46ALAN DAVIS
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt460
IRS990/Form990PartVIISectionAGrp/TitleTxt0VP/GOVERNANC
IRS990/Form990PartVIISectionAGrp/TitleTxt1VP/MARKETING
IRS990/Form990PartVIISectionAGrp/TitleTxt2PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5PAST PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7VP COMM DEVE
IRS990/Form990PartVIISectionAGrp/TitleTxt8VP PLANNING
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt15BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt16BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt17VP FINANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt18BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt19BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt20VP COMM INVE
IRS990/Form990PartVIISectionAGrp/TitleTxt21BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt22BOARD MEMBER

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