Civic Intelligence

Lumber River United Way

990 • Fiscal year 2019 • EIN 58-1636285

Jan 01, 2019 to Dec 31, 2019 • Filed on Apr 03, 2020

308 East 5th StreetLumberton, 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

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

15th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

13th percentile

-22%

Higher net margin than 13% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

36th percentile

$0

Higher top officer pay than 36% of similar nonprofits.

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

7th percentile

-18%

Faster asset growth than 7% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

21st percentile

-11%

Faster revenue growth than 21% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Assets

Down

$1,220,036

Down $267,868 (-18%) from 2018

Net Assets

Down

$1,220,036

Down $267,518 (-18%) from 2018

Liabilities

Down

$0

Down $350 (-100%) from 2018

Revenue

Down

$1,225,514

Down $155,206 (-11%) from 2018

Expenses

Up

$1,493,032

Up $155,568 (+12%) from 2018

Net Income

Down

-$267,518

Down $310,774 (-718%) from 2018

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

2019

Assets$1,220,036
Liabilities$0
Net Assets$1,220,036

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

2019

Revenue$1,225,514
Expenses$1,493,032
Net Income-$267,518
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Apr 3, 2020
Return Version
2019v5.0
Gross Receipts
$1,225,514
Mission and Program Overview

Mission

SEE BELOW

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments-$669,374-
Cash and Non-Interest-Bearing Accounts$1,231,121$320,950▼ $910,171
Pledges and Grants Receivable$235,000$213,966▼ $21,034
Land, Buildings, and Equipment, Net$20,683$15,581▼ $5,102
Prepaid Expenses and Deferred Charges$1,100$165▼ $935
Total Assets$1,487,904$1,220,036▼ $267,868
Liabilities
Accounts Payable and Accrued Expenses$350--
Total Liabilities$350$0▼ $350
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,487,554$1,220,036▼ $267,518
Total Net Assets Fund Balance$1,487,554$1,220,036▼ $267,518
Total Liabilities and Net Assets / Fund Balance$1,487,904$1,220,036▼ $267,868

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$15,581$14,551$30,132
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$1,211,401
Program Service Revenue
$0
Investment Income
$14,113
Other Revenue
$0
All Other Contributions
$1,211,401
Change in Net Assets
$-267,518

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,225,514
Total Revenue per Audited Statements
$1,225,514
Total Revenue per Form 990
$1,225,514
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$760,508
Grants and Similar Amounts Paid$571,846
Salaries, Compensation, and Employee Benefits$160,678
Total Fundraising Expense$83,300
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$571,846--$571,846
Other Salaries and Wages$80,338$40,170$40,170$160,678
All Other Expenses$45,631$15,479$19,685$80,795
Other Expenses$18,397$9,198$9,198$36,793
Fees for Services Accounting$13,330$6,665$6,665$26,660
Occupancy$9,750$4,875$4,875$19,500
Travel$2,860$1,431$1,431$5,722
Depreciation Depletion$2,550$1,276$1,276$5,102
Total Functional Expenses$1,330,638$79,094$83,300$1,493,032

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,493,032
Total Expenses per Audited Statements$1,493,032
Total Expenses per Form 990$1,493,032
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Communities in SchoolsLumberton, NC--$93,250
Robeson Healthcare CorpPembroke, NC--$83,200
DesignationsLumberton, NC--$70,186
Southeastern Family Violence CtrLumberton, NC--$55,000
American Red CrossLumberton, NC--$40,000
Robeson Community College FoundatioLumberton, NC--$35,000
Southeastern Behavioral Health ParaLumberton, NC--$35,000
Robeson County 4-hLumberton, NC--$30,000
Robeson County Church and CommunityLumberton, NC--$30,000
Southeastern HospiceLumberton, NC--$30,000
Lumberton Christian CareLumberton, NC--$28,885
Rape Crisis Center of Robeson CountLumberton, NC--$12,500
Cape Fear Boy ScoutsLumberton, NC--$10,000
Uncp Healthy StartPembroke, NC--$6,025
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 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
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
308 EAST 5TH STREET, LUMBERTON, NC 28358

Signing Officer

Name
Tate Johnson
Title
Executive Director
Phone
9107394249
Signed
2020-04-03

Organization Details

Principal Officer
Tate Johnson
Voting Board Members
15
Independent Board Members
15
Employees
11

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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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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IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt022689
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IRS990ScheduleD/ExpensesSubtotalAmt01493032
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt015581
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt014551
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt030132
IRS990ScheduleD/RevenueSubtotalAmt01225514
IRS990ScheduleD/TotalBookValueLandBuildingsAmt015581
IRS990ScheduleD/TotalExpensesPerForm990Amt01493032
IRS990ScheduleD/TotalRevenuePerForm990Amt01225514
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01225514
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IRS990ScheduleI/RecipientTable/CashGrantAmt040000
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IRS990ScheduleI/RecipientTable/CashGrantAmt293250
IRS990ScheduleI/RecipientTable/CashGrantAmt328885
IRS990ScheduleI/RecipientTable/CashGrantAmt412500
IRS990ScheduleI/RecipientTable/CashGrantAmt530000
IRS990ScheduleI/RecipientTable/CashGrantAmt635000
IRS990ScheduleI/RecipientTable/CashGrantAmt730000
IRS990ScheduleI/RecipientTable/CashGrantAmt883200
IRS990ScheduleI/RecipientTable/CashGrantAmt935000
IRS990ScheduleI/RecipientTable/CashGrantAmt1055000
IRS990ScheduleI/RecipientTable/CashGrantAmt1130000
IRS990ScheduleI/RecipientTable/CashGrantAmt126025
IRS990ScheduleI/RecipientTable/CashGrantAmt1370186
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0AMERICAN RED CROSS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1CAPE FEAR BOY SCOUTS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2COMMUNITIES IN SCHOOLS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3LUMBERTON CHRISTIAN CARE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4RAPE CRISIS CENTER OF ROBESON COUNT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5ROBESON COUNTY CHURCH AND COMMUNITY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt6ROBESON COMMUNITY COLLEGE FOUNDATIO
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt7ROBESON COUNTY 4-H
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt8ROBESON HEALTHCARE CORP
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt9SOUTHEASTERN BEHAVIORAL HEALTH PARA
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt10SOUTHEASTERN FAMILY VIOLENCE CTR
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt11SOUTHEASTERN HOSPICE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt12UNCP HEALTHY START
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt13DESIGNATIONS
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IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt65160 FAYETTEVILLE ROAD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt7455 CATON ROAD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt860 COMMERCE DRIVE
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IRS990ScheduleI/RecipientTable/USAddress/CityNm3LUMBERTON
IRS990ScheduleI/RecipientTable/USAddress/CityNm4LUMBERTON
IRS990ScheduleI/RecipientTable/USAddress/CityNm5LUMBERTON
IRS990ScheduleI/RecipientTable/USAddress/CityNm6LUMBERTON
IRS990ScheduleI/RecipientTable/USAddress/CityNm7LUMBERTON
IRS990ScheduleI/RecipientTable/USAddress/CityNm8PEMBROKE
IRS990ScheduleI/RecipientTable/USAddress/CityNm9LUMBERTON
IRS990ScheduleI/RecipientTable/USAddress/CityNm10LUMBERTON
IRS990ScheduleI/RecipientTable/USAddress/CityNm11LUMBERTON
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IRS990ScheduleI/RecipientTable/USAddress/CityNm13LUMBERTON
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0NC
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1NC
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2NC
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3NC
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4NC
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd5NC
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd6NC
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd7NC
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd8NC
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd9NC
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IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd11NC
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd12NC
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd13NC
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd028358
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IRS990ScheduleI/RecipientTable/USAddress/ZIPCd728360

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
2019Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$1.23$1.49$0.27
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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