Civic Intelligence

Lumber River United Way

990 • Fiscal year 2018 • EIN 58-1636285

Jan 01, 2018 to Dec 31, 2018 • Filed on Apr 01, 2019

2512-a Fayetteville RoadLumberton, NC 28358

(910) 739-4249

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

Higher debt load relative to assets than 15% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

15th percentile

0.00x

Higher debt load relative to revenue than 15% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

50th percentile

3.1%

Higher net margin than 50% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

28th percentile

-3.8%

Faster asset growth than 28% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

83rd percentile

33%

Faster revenue growth than 83% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Assets

Down

$1,487,904

Down $58,807 (-3.8%) from 2017

Net Assets

Up

$1,487,554

Up $43,256 (+3.0%) from 2017

Liabilities

Down

$350

Down $102,063 (-100%) from 2017

Revenue

Up

$1,380,720

Up $345,545 (+33%) from 2017

Expenses

Up

$1,337,464

Up $320,421 (+32%) from 2017

Net Income

Up

$43,256

Up $25,124 (+139%) from 2017

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 2012: $1,514,101Liabilities 2012: $0Net Assets 2012: $1,514,1012012Assets 2013: $1,408,083Liabilities 2013: $0Net Assets 2013: $1,408,0832013Assets 2014: $1,441,297Liabilities 2014: $0Net Assets 2014: $1,441,2972014Assets 2015: $1,348,082Liabilities 2015: $0Net Assets 2015: $1,348,0822015Assets 2016: $1,429,666Liabilities 2016: $3,500Net Assets 2016: $1,426,1662016Assets 2017: $1,546,711Liabilities 2017: $102,413Net Assets 2017: $1,444,2982017Assets 2018: $1,487,904Liabilities 2018: $350Net Assets 2018: $1,487,5542018Assets 2019: $1,220,036Liabilities 2019: $0Net Assets 2019: $1,220,0362019Assets 2020: $1,301,478Liabilities 2020: $3,668Net Assets 2020: $1,297,8102020Assets 2021: $1,276,237Liabilities 2021: $994Net Assets 2021: $1,275,2432021Assets 2022: $1,197,429Liabilities 2022: $1,743Net Assets 2022: $1,195,6862022Assets 2023: $1,442,121Liabilities 2023: $8,617Net Assets 2023: $1,433,5042023Assets 2024: $1,284,028Liabilities 2024: $10,806Net Assets 2024: $1,273,2222024

Highlighted filing

2018

Assets$1,487,904
Liabilities$350
Net Assets$1,487,554

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2012: $806,1692012Revenue 2013: $804,846Expenses 2013: $910,864Net Income 2013: -$106,0182013Revenue 2014: $883,666Expenses 2014: $850,452Net Income 2014: $33,2142014Revenue 2015: $840,722Expenses 2015: $933,937Net Income 2015: -$93,2152015Revenue 2016: $1,161,154Expenses 2016: $1,083,070Net Income 2016: $78,0842016Revenue 2017: $1,035,175Expenses 2017: $1,017,043Net Income 2017: $18,1322017Revenue 2018: $1,380,720Expenses 2018: $1,337,464Net Income 2018: $43,2562018Revenue 2019: $1,225,514Expenses 2019: $1,493,032Net Income 2019: -$267,5182019Revenue 2020: $1,023,360Expenses 2020: $945,586Net Income 2020: $77,7742020Revenue 2021: $602,881Expenses 2021: $625,448Net Income 2021: -$22,5672021Revenue 2022: $665,843Expenses 2022: $745,400Net Income 2022: -$79,5572022Revenue 2023: $2,156,723Expenses 2023: $1,918,905Net Income 2023: $237,8182023Revenue 2024: $871,666Expenses 2024: $1,031,947Net Income 2024: -$160,2812024

Highlighted filing

2018

Revenue$1,380,720
Expenses$1,337,464
Net Income$43,256
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Apr 1, 2019
Return Version
2018v3.1
Gross Receipts
$1,380,720
Mission and Program Overview

Mission

SEE BELOW

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$1,140,925$1,231,121▲ $90,196
Pledges and Grants Receivable$335,000$235,000▼ $100,000
Other Notes and Loans Receivable, Net$45,000--
Land, Buildings, and Equipment, Net$25,786$20,683▼ $5,103
Prepaid Expenses and Deferred Charges-$1,100-
Total Assets$1,546,711$1,487,904▼ $58,807
Liabilities
Accounts Payable and Accrued Expenses$102,413$350▼ $102,063
Total Liabilities$102,413$350▼ $102,063
Net Assets / Fund Balance
Unrestricted Net Assets$1,444,298$1,487,554▲ $43,256
Total Net Assets Fund Balance$1,444,298$1,487,554▲ $43,256
Total Liabilities and Net Assets / Fund Balance$1,546,711$1,487,904▼ $58,807

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$20,683$9,449$30,132
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$1,374,547
Program Service Revenue
$0
Investment Income
$6,173
Other Revenue
$0
All Other Contributions
$1,374,547
Change in Net Assets
$43,256

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,380,720
Total Revenue per Audited Statements
$1,380,720
Total Revenue per Form 990
$1,380,720
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$702,152
Grants and Similar Amounts Paid$433,132
Salaries, Compensation, and Employee Benefits$202,180
Total Fundraising Expense$186,045
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$433,132--$433,132
Other Salaries and Wages$101,090$50,545$50,545$202,180
All Other Expenses$67,009$24,497$24,497$116,003
Other Expenses$16,389$8,194$8,194$32,777
Fees for Services Accounting$15,389$7,694$7,694$30,777
Occupancy$9,000$4,500$4,500$18,000
Travel$2,936$1,468$1,468$5,872
Depreciation Depletion$2,551$1,276$1,276$5,103
Total Functional Expenses$1,053,245$98,174$186,045$1,337,464

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,337,464
Total Expenses per Audited Statements$1,337,464
Total Expenses per Form 990$1,337,464
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
DesignationsLumberton, NC--$114,632
Southeastern Family Violence CtrLumberton, NC--$65,000
Communities in SchoolsLumberton, NC--$53,500
American Red CrossLumberton, NC--$40,000
Boys and Girls Club of LumbertonLumberton, NC--$25,000
Lumberton Christian CareLumberton, NC--$25,000
Robeson County 4-hLumberton, NC--$25,000
Southeastern HospiceLumberton, NC--$25,000
Lumber River Council of GovernmentsPembroke, NC--$20,000
Cape Fear Boy ScoutsLumberton, NC--$10,000
Rape Crisis Center of Robeson CountLumberton, NC--$10,000
FOSTER CHILDREN'S HOMELumberton, NC--$8,000
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
Audit committee
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
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

No review was or will be conducted.

Form 990, Page 6, Part VI, Line 19

No documents available to the public

Filing and Contact Details

Filer

Filer Name
United Way of Robeson County
EIN
58-1636285
Phone
9107394249
Address
2512-A FAYETTEVILLE ROAD, LUMBERTON, NC 28358

Signing Officer

Name
Latricia Freeman
Title
Executive Director
Phone
9107394249
Signed
2019-04-01

Organization Details

Principal Officer
Latricia Freeman
Voting Board Members
13
Independent Board Members
13
Employees
8

Preparer

Firm
S Preston Douglas & Associates Llp
Address
PO BOX 2339, LUMBERTON, NC 28359-2339
Preparer
John D Masters
Phone
9107397523
Supplemental Narrative

Additional Explanations

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

MEMBERSHIP DUES

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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0987657
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0839409
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0866467
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt05100852
IRS990ScheduleA/TotalSupportAmt05113792
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IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt020683
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt09449
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt030132
IRS990ScheduleD/RevenueSubtotalAmt01380720
IRS990ScheduleD/TotalBookValueLandBuildingsAmt020683
IRS990ScheduleD/TotalExpensesPerForm990Amt01337464
IRS990ScheduleD/TotalRevenuePerForm990Amt01380720
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01380720
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01337464
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt040000
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IRS990ScheduleI/RecipientTable/CashGrantAmt225000
IRS990ScheduleI/RecipientTable/CashGrantAmt353500
IRS990ScheduleI/RecipientTable/CashGrantAmt48000
IRS990ScheduleI/RecipientTable/CashGrantAmt520000
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IRS990ScheduleI/RecipientTable/CashGrantAmt710000
IRS990ScheduleI/RecipientTable/CashGrantAmt825000
IRS990ScheduleI/RecipientTable/CashGrantAmt965000
IRS990ScheduleI/RecipientTable/CashGrantAmt1025000
IRS990ScheduleI/RecipientTable/CashGrantAmt11114632
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0AMERICAN RED CROSS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1CAPE FEAR BOY SCOUTS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2BOYS AND GIRLS CLUB OF LUMBERTON
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3COMMUNITIES IN SCHOOLS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4FOSTER CHILDREN'S HOME
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5LUMBER RIVER COUNCIL OF GOVERNMENTS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt6LUMBERTON CHRISTIAN CARE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt7RAPE CRISIS CENTER OF ROBESON COUNT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt8ROBESON COUNTY 4-H
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt9SOUTHEASTERN FAMILY VIOLENCE CTR
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt10SOUTHEASTERN HOSPICE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt11DESIGNATIONS
IRS990ScheduleI/RecipientTable/RecipientEIN0566000037
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IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt13185 PRINCETON STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt21310 N SENECA STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt32006 N PINE STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt4120 GLEN COWAN ROAD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt530 CJ WALKER RD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt6305 E 1ST STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt7215 E 3RD STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt8455 CATON ROAD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt9108 W 9TH STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt102002 N CEDAR STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt11VARIOUS UNDER THRESHHOLD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine2Txt0COMTECH PARK
IRS990ScheduleI/RecipientTable/USAddress/CityNm0LUMBERTON
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IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd5NC
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IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MEMBERSHIP DUES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01546711
IRS990/TotalAssetsEOYAmt01487904
IRS990/TotalAssetsGrp/BOYAmt01546711
IRS990/TotalAssetsGrp/EOYAmt01487904
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt01374547
IRS990/TotalEmployeeCnt08
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0186045
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt098174
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01053245
IRS990/TotalFunctionalExpensesGrp/TotalAmt01337464
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0102413
IRS990/TotalLiabilitiesEOYAmt0350

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.28$0.01$1.27$0.87$1.03$0.16
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.44$0.01$1.43$2.16$1.92$0.24
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.20$0.00$1.20$0.67$0.75$0.08
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.28$0.00$1.28$0.60$0.63$0.02
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.30$0.00$1.30$1.02$0.95$0.08
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.22$0.00$1.22$1.23$1.49$0.27
2018Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$1.38$1.34$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.55$0.10$1.44$1.04$1.02$0.02
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.43$0.00$1.43$1.16$1.08$0.08
2015Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$0.84$0.93$0.09
2014Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.88$0.85$0.03
2013Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.80$0.91$0.11
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.51$0.00$1.51$0.81