2024-10-29T10:50:25-07:00 2024-06-30 IRS SC-2024-07/08 FEMA 3606-SC & DR-4829 570957419 The Hobbs Group PA 1704 Laurel Street Columbia SC 29201 990 2023-07-01 570360058 United Way of York County SC UNIT 8033242735 PO Box 925 Rock Hill SC 29731 Rebecca Melton President 2024-10-28 true true Will Stevens CPA P01208094 8037990555 2023 2024-10-15 13:58:12Z Rebecca Melton PO Box 925 Rock Hill SC 29731 1016829 false X www.unitedwayofyc.org X 1942 SC See Schedule O 18 18 7 249 0 991427 998488 0 43279 14824 14050 3517 1048756 1016829 339638 305634 0 453280 470613 0 66977 193269 190634 986187 966881 62569 49948 1633276 1732412 5718 3536 1627558 1728876 United Way of York County, SC Mission Statement is to help 3,000 York County families achieve financial stability by 2030. false false 493513 Community Investment Process: Agencies seeking direct funding through UWYC must meet eligibility and financial reporting requirements and demonstrate that their local programs meet identified needs and issues. Agencies approved for funding must submit quarterly financial and quarterly outcome reports to maintain accountability and transparency to receive funds. Agencies failing to submit reports in a timely manner may face penalty or forfeit remaining funds for noncompliance of Memorandum of Agreement. The Community Investment Cabinet, along with local volunteers ensure that these requirements are met by all funded partners. See SCHEDULE O for additional program detail. 217454 Community Engagement Poverty Simulations: As part of our community engagement strategy, United Way of York County facilitated the Spent virtual poverty simulation for 78 individuals in York County. Building Your Budget is an interactive in-person that builds understanding about how low-wage jobs affect individuals and families. See SCHEDULE O for additional program detail. 121477 Collaborative Programs and ServicesThese programs include the following: Money Works Financial Literacy Program; United Way's Call Center 2-1-1; Letter Carriers' "Stamp Out Hunger" Food Drive; Innovative Strategies; Power to ThriveSee SCHEDULE O for additional program detail. 35751 868195 true true false false false false false false false true true false false true false true true false false false false false false false false false false true false false false false false false false false false false false false false false false true false false false true X 7 0 true 7 true false false false false false false false 0 false false false false false false false X 18 18 false false false false false false false true true false false true true true true true true true true false SC X X Rebecca Melton 8033242735 226 Northpark Drive Suite 100 Rock Hill SC 29731 Rebecca Melton President 38.00 0.00 X 109727 0 17243 Elizabeth Starnes Director of Finance and HR Administ 38.00 0.00 68350 0 8787 Dean Faile Director 1.00 0.00 X 0 0 0 Lisa Cowart Chair 3.00 0.00 X X 0 0 0 Sabrina Gast Imm. Past Chair 3.00 0.00 X X 0 0 0 Kelly Coxe Director 1.00 0.00 X 0 0 0 Stacey Moore Director 1.00 0.00 X 0 0 0 Gina Jenkins Director 1.00 0.00 X 0 0 0 Heather Mouzon Director 1.00 0.00 X 0 0 0 Nicole Flippin Director 1.00 0.00 X 0 0 0 Josh Nyegaard Director 1.00 0.00 X 0 0 0 Geri Hopkins Director 1.00 0.00 X 0 0 0 Tyson Blanton Director 1.00 0.00 X 0 0 0 Bryan McDaniel Director 1.00 0.00 X 0 0 0 Lorin Hamilton Treasurer 3.00 0.00 X X 0 0 0 Tiffany McCallum Director 1.00 0.00 X 0 0 0 Scott Wallace Secretary 1.00 0.00 X X 0 0 0 Dewayne Alford Director 1.00 0.00 X 0 0 0 Patrick White Director 1.00 0.00 X 0 0 0 Frank Robards III Vice Chair 3.00 0.00 X X 0 0 0 178077 26030 1 false false false 0 998488 1821 998488 0 14824 14824 0 0 0 0 0 0 0 Miscellaneous Income 267 267 Reimburse - Other UW 3250 3250 3517 1016829 18341 305634 305634 0 0 0 193839 142280 14976 36583 0 187581 182386 2385 2810 0 56742 56314 233 195 32451 28232 1298 2921 0 0 0 0 0 0 18157 10008 8149 431 431 0 0 0 0 1101 902 37 162 0 17122 16329 284 509 0 15605 13576 625 1404 8330 7247 333 750 12239 10648 508 1083 Repairs and Maintenance 36594 28918 1274 6402 Direct Costs 26063 26063 Utilities 16754 14576 670 1508 Supplies 9207 6612 282 2313 29031 18039 655 10337 966881 868195 31709 66977 99664 109559 564763 620837 42000 349955 297940 0 0 0 0 7790 7924 370661 184330 194661 186331 0 0 0 0 416443 467821 1633276 1732412 5718 3536 5718 3536 X 1617558 1724551 10000 4325 1627558 1728876 1633276 1732412 49948 51370 X false true X true false X 1443468 1160196 1116996 991427 998488 5710575 0 0 1443468 1160196 1116996 991427 998488 5710575 0 5710575 4469 95573 -65250 43279 14824 92895 0 4095 5326 1706 14050 3517 28694 5832164 0.97920 0.98100 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 416443 54784 3406 467821 376424 43121 3102 416443 441979 -62052 3503 376424 346762 98298 3081 441979 358073 6640 15101 2850 346762 1.00000 true false false 272750 129559 143191 65530 25120 40410 32381 29651 2730 186331 467821 X 1068199 51370 51370 1016829 1016829 966881 966881 966881 Part V, Line 4: Intended uses of the endowment fund. In 2011, the United Way of York County's Board of Directors established a Quasi-Endowment fund with The Foundation for the Carolinas. The purpose of the Quasi-Endowment fund is to give community donors an opportunity to offer legacy and planned gifts to support United Way Community Priority Impact initiatives aligned with Education, Financial Stability,Health, and Basic Needs. A Quasi-Endowment Fund is treated like an Endowed Gift Fund such that an annual spendable income is calculated and available for distribution. However, the United Way of York County's board has the authority to add and/or withdraw funds as needed based on needs of community. Part X : FIN48 Footnote The Organization has received a determination letter from the Internal Revenue Service (IRS) indicating it is a tax-exempt organization under Section 501(c) (3) of the Internal Revenue Code and is subject to federal income tax only on net unrelated business income. Management has determined that the Organization has no current obligations for unrelated business income tax. Accordingly, no provisions for federal and state income taxes are required.Accounting principles generally accepted in the United States of America require management to evaluate tax positions taken by the Organization and recognize a tax liability (or asset) if the Organization has taken an uncertain position that more likely than not would not be sustained upon examination by the IRS. Management has analyzed the tax position taken by the Organization, and has concluded that as of June 30, 2024 and 2023, there are no uncertain positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements. The Organization is subject to routine audits by taxing jurisdiction; however, there are currently no audits for any tax periods in progress. Management believes it is no longer subject to income tax examinations for tax years prior to 2020. true A Fathers Way PO Box 1896 Lancaster SC 29721 571084669 25000 0 Community Investment Alston Wilkes Society 3519 Medical Drive Columbia SC 29203 570477907 20000 0 Community Investment Bethel Shelters 1232 Curtis Street Rock Hill SC 29730 851248085 30000 0 Community Investment Childrens Attention Home PO Box 2912 Rock Hill SC 29732 570527092 20261 0 Community Investment Habitat for Humanity of YC 825 N Anderson Road Rock Hill SC 29730 570861107 65000 0 Community Investment Neffs Garage 2049 Woodcrest Circle Rock Hill SC 29730 881197748 5900 0 Community Investment Pilgrims Inn PO Box 11328 Rock Hill SC 29731 570789205 10065 0 Community Investment Rock Hill Sch Dist Fou PO Box 12286 Rock Hill SC 29731 570862203 25000 0 Community Investment Victory Gardens International 546 S Cherry Rd Ste G-131 Rock Hill SC 29730 870825784 7500 0 Community Investment York Co First Steps 507 E Black St PO Box 969 Rock Hill SC 29731 571097951 62660 0 Community Investment, Childcare Gra York School District 1 PO Box 770 York SC 29745 570792932 26190 0 Community Investment 11 0 Additional Supplemental Information Agencies seeking direct funding through UWYC must meet eligibility and financial reporting requirements and demonstrate that their local programs meet identified needs and issues. Agencies approved for funding must submit quarterly financial and quarterly outcome reports to maintain accountability and transparency to receive funds. Agencies failing to submit reports in a timely manner may face penalty or forfeit remaining funds for noncompliance of Memorandum of Agreement. The Community Investment Process is a cost-effective way to evaluate agency program applications and to ensure that the people who live and work in the community served by UWYC are represented in funding decisions. The annual Community Investment process utilized 43 local volunteers that were assigned to teams that review program applications, make site visits to agencies, and interview agency leadership to make informed decisions and funding recommendations. Volunteers come from a wide array of business, government, health care, education, and other professions. UWYC trains these volunteers in evaluating program outcomes and reviewing agency financial information. This year we added volunteers that were experienced in financial stability. We specifically engaged individuals with expertise in financial literacy and workforce development. The volunteers examine key indicators related to program and agency performance as follows:1.The programs ability to serve a critical need within the community;2.The extent to which the outcomes are effective, client-focused measures of Community Program success and related to community priorities;3.The programs alignment with the UWYC financial stability indicators and4.The appropriateness of the service delivery strategies for the population receiving services. Form 990, Part III, Line 4d OTHER PROGRAM SERVICES 4: OTHER PROGRAM SERVICES 5: Form 990, Part VI, Section B, Line 11b The Tax Preparer presents the IRS Form 990 and Audit to the Audit Committee for review and then the Board of Directors for review. The Complete IRS Form 990 is emailed to the Audit Committee, Finance Committee and full Board of Directors prior to their respective meetings. Final signed copy of IRS Form 990 and date filed is emailed to full Board of Directors. Form 990, Part VI, Section B, Line 12c Conflict of Interest: All United Way paid staff receive the Conflict of Interest Policy on an annual basis and must disclose any potential conflict of interest. The President discloses any potential conflict of interest to the Board Chairman and Human Resource Task Force. UWYC's Board of Directors receive a Board Agreement form and Conflict of Interest Policy at the first board meeting of the year to establish their independence and determine potential conflict of interest situations. This document is reviewed by President and kept on file. Executive Committee is notified if potential situation arises. In addition, all Grant/Allocation Investment Team volunteers submit conflict of interest statements to allow team assignments that prevent conflict of interest in funding recommendations. All volunteers must disclose potential conflict of interest and recuse themselves from any action, which will be documented in official minutes. Form 990, Part VI, Section B, Line 15a Staff salaries and benefits comprising total compensation are reviewed annually as part of the regular budgeting forecast by the Finance Committee and the Human Resource Task Force. The Board of Directors must approve the budget recommendation including total compensation for all staff prior to start of new fiscal year. The President is responsible for annual evaluation of staff including performance review by supervisor. The HR Task Force reviewed Compensation Studies from United Way Worldwide Salary and Compensation Report Comparison of similar size and scope of other United Way organizations, South Carolina Association of Non-Profits, other non-profit IRS Form 990s and surveys from several local partner agencies. Based on these surveys, a range of salaries was determined for each level and responsibility. The HR Task Forces presented their recommendation to the full Board of Directors for approval. The President's performance and achievement of overall goals for the organization is evaluated annually by the HR Task Force and the Executive Committee of the Board of Directors. The full Board receives a summary of President's review and compensation. Form 990, Part VI, Section C, Line 19 Public inspection of financial statements, governing documents and Conflict of Interest Policy: UWYC posts its most recent audited financial statements and IRS Form 990 on the organization's website www.unitedwayofyc.org. IRS form 990 is submitted to SC Secretary of State's Office of Charitable Organizations. Individuals may also call the UWYC office at 803-324-2735. Financial Literacy Community indicators - time period 2015-2020 Indicator Current Actual Vale Current Trend Baseline % changeMedian Household Income $106,085 60.1%% working families earning$25,000 annually or less 19.4% -17.5% Poverty Rate 17.0% -14.3%Workforce Development Community Indicators - time period 2015-2020Measure Current Actual Value Current Trend Baseline % change% of those 25 years andover less than high school 7.8% -3.8% % of population (16+) who are unemployed 3.1% -2.8% % of working families earning $50,000 annually or less 19.4% -17.5% % of workforce in high demandsectors - Construction 7.0% 1.5% % of workforce in high demandsectors - Manufacturing 11.1% -2.0% % of workforce in high demandSectors Transportation andWarehousing, and utilities 5.9% 0.1%% of workforce in high demandSector Information 2.5% .3%% of workforce in high demand sectors -Educational services, and health care 20.4% 3.0%and social assistanceDesignations: During the Annual Community Campaign, donors identified some organizations or another United Way as a recipient of their donation. Designated dollars were paid to designees as pledges were paid throughout the year. Form 990 Page 1 Part I Summary - United Way of York County, SC (UWYC) Mission Statement is: Help 3,000 York County families achieve financial stability by 2030 As the backbone of our new issue-focused model, UWYC has set a Bold Goal to help 3,000 York County Families achieve financial stability by 2030. A financially stable family is one that can meet their needs without assistance. It is easy to be passionate about work that matters. To achieve the bold goal, UWYC has organized our impact work into five key areas:1. Community Investment Process2. Collaborative Programs and Services3. DEI Work4. Community Engagement5. Evaluation and Measurement UWYC believes that we can significantly move the needle in leading families towards financial stability by focusing on these five areas. Form 990 Page 2 Part III Line 4a Community Investment Process Continuation:The Community Investment Cabinet (CIC) consists of volunteers and United Way board members. The CIC evaluates the funding proposals in relationship to the board approved financial stability root cause indicators and potential for creating lasting change with available funds for program distribution. The CICs funding recommendation is acted upon and approved by UWYCs Board of Directors based on each years projected revenue results. We utilize an online platform, Community Force (CF), to collect grant applications and other reports. All agencies submitted their eligibility, application, and all reports via this system. CIC members reviewed and evaluated the agency applications via the CF system. This years allocation meetings were conducted via Zoom virtual meeting technology. CIC members and UWYC staff joined sessions with agency leaders to evaluate their program and learn more about their grant request.The Community Investment Process is a cost-effective way to evaluate agency program applications and to ensure that the people who live and work in the community served by UWYC are represented in funding decisions. The annual Community Investment process utilized 18 local volunteers that were assigned to teams that review program applications, complete agency evaluation rubrics and interview agency leadership to make informed decisions and funding recommendations. Volunteers come from a wide array of business, government, health care, education, and other professions. UWYC trains these volunteers in evaluating program outcomes and reviewing agency financial information. This year we added volunteers that were experienced in financial stability. We specifically engaged individuals with expertise in financial literacy and workforce development. The UWYC scoring system is designed to encourage reliable scoring of applications. The UWYC grant application scoring system uses a 9-point scale. In assigning their score, reviewers consider:Alignment with the Bold GoalThe financial capability of the agencyWhether the agency serves the Target PopulationThe extent to which the program uses an evidence-based model that can demonstrate how it meets a need in the target populationThe impact of the program on the Target PopulationThe quality of the demographic data provided by the agencySubmission of required documentationAlignment with one or more Special ConsiderationsThe following summarizes the Community Investment activities of United Way of York County as of June 30, 2024:1.Financial Stability Partner GrantsUWYC invested a total of $335,850 as part of our UWYC Grants this fiscal year. Our CIC provided $290,690 in Financial Stability Partner Grants to 12 agencies for the 2023-24 funding cycle from July 1, 2023, to June 30, 2024. The grant recipients were A Father's Way, Alston Wilkes Society, Bethel Shelters, Children's Attention Home, Habitat for Humanity, Pilgrims Inn, Rock Hill Schools Education Foundation, Safe Passage, United Way of York County, Victory Gardens' International, Dawn Johnson Empowers and York County First Steps, and York One Schools. United Way of York Countys Financial Stability partners served 1,201 individuals during the 2023-2024 funding cycle. These partners report quarterly on required metrics and the impact of this work can be found in Section 5, Evaluation and Measurement. They served clients in three specific areas: Financial Literacy, Workforce Development, and Economic and Family Support. In addition to our typical Financial Stability Partner Grants, UWYC provided the following additional grant opportunities as part of our 2023-24 cycle. a.Childcare Assistance Program: UWYC partnered with York County First Steps and York Technical College to provide Childcare Assistance for York Technical College students for as little as $5 per week. UWYC invested $37,660 in this program to provide assistance for 5 York Technical College students, covering the childcare tuition for their children for the entire academic year. b.Emergency Food and Shelter National Board Program : The Emergency Food and Shelter National Board Program (EFSP) is a federal program administered by the US Department of Homeland Securitys Federal Emergency Management Agency (FEMA) and has been entrusted through the McKinney-Vento Homeless Assistance Act (PL 100-77) to supplement and expand ongoing efforts to provide shelter, food and supportive services for the nations hungry and homeless, and people in economic crisis. The National Board selected United Way Worldwide to once again serve as Secretariat and Fiscal Agent to the National Board. In addition to representatives of National Board organizations, the authorization as revised (PL 102-550) in 1992 requires that a homeless or formerly homeless person be a member of each EFSP Local Board. York County is a funded jurisdiction under the following phase: Phase 41 and was awarded $96,399. UWYC is responsible for managing a local EFSP board whose role is to advertise the availability of funds, establish priorities among community needs, allocation of funds to non-profit and government emergency food and shelter agencies, and help monitor program compliance. UWYC provides staffing for administration of the York County jurisdiction and maintains a shared client database to prevent duplication of service. Local recipient organizations are: Clover Area Assistance Center and the Housing and Development Corporation of Rock Hill.c. Emergency Assistance: The UWYC's "Last Resort Fund" is dedicated to helping working individuals and families through an unexpected and unbudgeted expense or loss of income. Recipients of assistance must be employed, and expenses cannot be used for expenses such as prescriptions or funerals. Allowable expenses include rent, utilities, and other expenses deemed necessary in nature. Prior to approval of emergency fund assistance, clients must be able to demonstrate that the assistance will solve his or her existing problem and not just postpone it. In 2023, 9 clients were helped for a total of $9,078 in the following categories of need: rent, utilities, and transportation. Form 990 Page 2 Part III Line 4b Community Engagement a.Poverty Simulations: As part of our community engagement strategy, United Way of York County created and facilitated the Building Your Budget poverty simulation for 78 individuals in York County. Building Your Budget is an interactive in-person that builds understanding about how low-wage jobs affect individuals and families. UWYC created this simulation to help people better understand what it is like to have a low-wage job, by challenging the player to live on various low-wage incomes based on York County wages. The participants are asked to make tough decisions regarding the housing, transportation, food, childcare, and other major decisions for their families, all while facing unexpected challenges. b.Community Education: UWYC staff also engages our community by presenting data and statistics on working families in York County. These presentations for businesses, civic, and community groups provide a data-informed picture of the need for financial stability work in York County, and what UWYC is doing to meet that need. This year, our impact staff provided a community education presentation to 60 individuals.c.Self Sufficiency Standard: The United Way Association of South Carolina and the University of Washington have developed a measurement named the Self- Sufficiency Standard for South Carolina 2020 that reflects the wage rate required to meet mini-mum standards of living in South Carolina. The official poverty measurement, developed a half century ago, is now methodologically out of date and no longer accurately measures the ability to provide for oneself and ones family at best it measures deprivation. Throughout South Carolina, the Self-Sufficiency Standard shows that incomes well above the official federal poverty thresholds are nevertheless far below what is necessary to meet families basic needs, but no extras. For example, the food budget is only for groceries. It does not allow for any takeout or restaurant food, not even a pizza or an ice cream. The United Way of York County made an investment in this study that is reflective of York County families. The Self-Sufficiency Standard is a measurement of income adequacy that is based on the costs of basic needs for working families: housing, childcare, food, health care, transportation, and miscellaneous items, as well as the cost of taxes and the impact of tax-credits. The measurement describes how much income families of various sizes and compositions need to make ends meet without public or private assistance in each county in South Carolina which includes York County. UWYC staff and community members use this data to in-form our work. Form 990 Page 2 Part III Line 4c Collaborative Programs and ServicesMoney Works Financial Literacy Program: In partnership with The City of Rock Hill, United Way staff worked to develop a financial literacy program for Citizens of Rock Hill. Based on the FDIC's evidence-based curriculum, Money Smart, Money Works is a "choose your own path" program that allows clients to customize their experience based on their financial knowledge and skills, as well as their long-term goals. Each participant partners with a Money Works staff member to provide individual financial coaching and support and choose the modules that best suit their specific needs. The modules are:i.Module 1: Money Values & Influences ii.Module 2: Income & Expenses iii.Module 3: Spending & Saving Plan iv.Module 4: Bankingv.Module 5: Savingsvi.Module 6: Credit Reports & Scores vii.Module 7: Managing Debtviii.Module 8: Buying a Home ix.Module 9: Foreclosure Preventionx.Module 10: Building Your Financial FutureThe Money Works program is structured to provide financial education for working families. Through these individualized relationships, clients gain the skills necessary to make their financial goals a reality.UWYC is proud to also offer Mini Money Works to our workplace partners. Mini Money Works is a 30-minute-1-hour customized workplace presentation that covers the basics of a spending and saving plan, credit reports, managing debt, and building a financial future, providing a starting point for individuals to stop stressing about money and make their money work for them. Employees interested in diving deeper into their personal finances can sign up for the full Money Works program and continue to work with UWYC staff and partners to lessen their worries and gain the skills necessary to make their financial goals a reality. During the 2022-2023 fiscal year, UWYC staff presented Money Works Financial Wellness workshops to 586 individuals in York County.United Ways Call Center 2-1-1 : In September 2007, UWYC established this county-wide, federally designated calling code to provide local residents access to comprehensive information and referral for health and human services. United Ways 2-1-1 is a confidential and free service that is staffed 24/7 with an easy to remember number. 2-1-1 is accessible from both cell and land line telephones in York County. Callers are connected to our accredited call center in Aiken, SC, administered by the United Way Association of South Carolina. Certified call specialists make appropriate referrals to all area service providers in York County. In 2023-2024, 2,169 calls were received for York County, and more than 6,484 community needs were identified and referred to appropriate agencies and organizations. York County assisted 380 residents with their needs via text message. Rent assistance was the most requested need for York County residents, making up 23% of all calls to 2-1-1. Shelters and Electric assistance were the second and third most requested services, making up 13% and 11% of all calls, respectively. In 2023-24 fiscal year, more than 231,668 website visits were made.Letter Carriers Stamp Out Hunger Food Drive: Each year York County community residents participate in the annual Stamp Out Hunger Food Drive. UWYC partners with the National Association of Letter Carriers through our local post offices and coordinates with food banks that need their shelves restocked during critical summer months. Residents are encouraged to leave non-perishable food items by their mailbox for local mail carriers to pickup. In York County food items were only collected in Rock Hill, where residents donated 7,524.65 pounds of food. HOPE received 1,621 pounds and Pilgrims Inn received 1,185.5 pounds of food, Love N Cherish received 1,500 pounds of food, and The Salvation Army received 894 pounds of food. Innovative Strategies- Power to Thrive: UWYCs innovative Impact Strategy, Power to Thrive, removes barriers to help low-to-moderate income families more easily access and navigate services to reach financial stability. An Individuals path to self-sufficiency is often filled with obstacles that can slow or even prevent them from escaping poverty. We have a responsibility to focus our resources where the greatest impact can be made to eliminate the complex hurdles limiting families to simply survive instead of truly thriving. Power to Thrive implements UWYCs Three Cs: Champion, Connect, and Convene:i.Champion: Financial Stability Advocacy, United Way seeks to educate our community about the many barriers families face on their path to stability. We are in communication with local, state, and federal officials about policies and decisions that influence ones ability to be financially secure. ii.Connect: Financial Stability Grants, our impact work requires not only collaboration but also an investment in deeper relationships with our strategic partners. High impact organizations can apply for our financial stability grants on an annual basis. We utilize the Results-Based Accountability framework to hold our-selves and our partners accountable to collective impact outcomes that move the needle on our communitys challenges. iii.Convene: UWYCs Financial Stability Network, UWYC serves as a lead organization in convening partners to seamlessly connect families with organizations addressing common barriers to financial stability. This innovative approach relies on collaboration to provide case management and coaching to remove barriers and support families on a path to pursue their dreams of financial self-sufficiency. iv. Financial Stability Network: UWYC Staff worked with 14 participants during the 23-24 fiscal year. The Financial Stability Network (FSN) offers one-on-one centralized case management, financial coaching, and economic and family support services. Case managers meet with individuals to assess participants' needs and connect them with the needed resources to assist them in reaching their financial goals. Goals are set during the intake process and case managers and financial coaches work with individuals to assist them in reaching these goals. Goals are reviewed during each interaction with participant and assessments are revisited on a quarterly basis to track progress and to make improvements to program delivery as needed. Case management plays an important role in keeping families engaged in the program by removing short-term barriers that arise when families face a financial crisis. The Economic and Family Support Fund helps families deal with emergency situations that would otherwise derail their participation. For example, case managers may assist with utility bills, childcare costs, or lack of transportation. These crisis situations add stress to the family and divert attention from their long-term goals. By resolving crisis situations internally when they are brought to the attention of the case managers, families can remain on the path to financial stability without disruption. Additionally, the FSN is intentional about fostering working relationships with other agencies in the community to create a seamless referral network that best serves participants. Services include employment services and career advancement opportunities, financial education/coaching and asset building, and income support. Through these individualized relationships, participants gain the skills and resources necessary to make their financial and career plans a reality. Form 990 Page 2 Part III Line 4d DEI Work United Way of York County, SC, fights for greater opportunity for all and supports equality and freedom within our diverse community. York Countys history, from the Catawba Indian Nation dating back 6,000 years, to the Friendship 9 Jail, No Bail movement, is rich in diversity and the pursuit of equality. In honoring that history, United Way of York County is committed to providing services and assistance to the York County community that support a safe and healthy home for all.The present-day reality in the United States is that bias based on race/ethnicity, gender, gender identity, sexual orientation, age, and ALL other identities impacted by systemic, institutional, and historical barriers have created lasting inequities and pose ongoing barriers to enabling everyone to live the good life. United Way of York County, SC, recognizes that improving lives in the communities we serve means we must explicitly focus on removing these barriers for ALL community members, especially those whose voices have traditionally been marginalized.This pursuit includes addressing systems, policies, practices, belief systems, and attitudes that have served to privilege some and disenfranchise others. Only through an intentional focus on removing barriers can we aspire to create the conditions that allow everyone the opportunity to thrive. United Way of York County believes that every person deserves to be treated with dignity and respect. We must call out discrimination and demand its removal from our society; otherwise, we endorse the status quo and remain complicit.We believe that community challenges are sustainably solved when all groups come together. We work with residents and public and private partners to co-create solutions to ensure everyone has the resources, supports, opportunities, and networks they need to thrive. We stand in solidarity with community members and other oragnizations addressing disparities across our nation - and affirm our commitment to building and inclusive and equitable community in York County.We unequivocally denounce racism and ethnic discrimination because it undermines the well-being and vitality of our communities. We work consistently and intentionally to pursue equity by:-Leveraging an Equity Taskforce of community experts to provide strategies, best practices, and success measures to create more equitable communities.-Committing to becoming more diverse, inclusive, and equitable as an organization.-Partnering with and funding organizations that align with our racial equity values.-Utilizing data to ensure we positively impact communities of color and other marginzalied communities.-Equipping the UWYC staff, Board, and community partners with the skills and knowledge to inform and build equitable approaches to work and life.Evaluation and Measurementa.Results Based Accountability: United Way of York County implements a Results-Based Accountability model (RBA). The RBA model identifies both population and performance measures and is a simple, common-sense framework that everyone can understand. UWYC's funded partners report monthly on required performance measures that UWYC staff compiles to answer 3 questions: How much did we do? How well did we do it? and Is anyone better off? Population accountability organizes our work with partners to promote community well-being. In contrast, Performance Accountability organizes our work to have the greatest impact on our participants. What we do for our participants is our contribution to community impact. The data and transparency of the RBA model allows UWYC to hold partner agencies and internal reporting accountable for both the well-being of people and the performance of programs. The Results Based Accountability Results for the 2023-2024 Financial Stability Network Program and the 2023-2024 Financial Stability Partner Grants is below as well. i.Performance Measures: Organizations and programs can only be held accountable for the participants they serve. RBA helps organizations identify the role they play in community-wide impact by identifying specific participants who benefit from the services the organization provides.For programs and organizations, the performance measures focus on whether participants are better off as a result of your services. These performance measures also look at the quality and efficiency of these services. UWYC tracks the following performance measures in each of our impact areas: Financial Stability Network Pilot Program:How Much Did We Do? 8 clients engaged with financial coaching8 clients identified financial goals10 participants received incentives or support to overcome barriers14 participants are actively engaged in case management14 participants engaged in identifying/establishing personal goals8 participants created and are following a budgetHow Well Did We Do It?100% of participants reported the program met or exceeded expectations100% of participants report they would recommend the program100% of participants report the FSN staff was well prepared and knowledgeable14% of participants decreased their debt43% of participants demonstrated an increased knowledge in financial literacy43% demonstrate changes in their financial behaviorIs Anyone Better Off? 14 participants opened or maintain a checking/savings account3 participants increased their credit score3 participants maintain a minimum $300 balance in a savings account8 participants are actively following a budget2023-2024 Financial Stability Partner Grants:1.Financial Literacy: UWYCs Financial Literacy partners served 480 individuals so far this funding cycle. Our goal, in this first phase of funding, is for our Financial Literacy partners to track the number of participants who increase their knowledge of financial literacy practices and implement sound financial practices. How Much Did We Do? 480 individuals received some sort of Financial Literacy support406 Individuals took advantage of a financial literacy course or coachingHow Well Did We Do It? 74% of individuals completed their course or coaching programIs Anyone Better Off? 30 families decreased their debt57 families increased their asset ownership93 families reported that they have achieved financial stability 2. Underemployment: Our goal with Underemployment is to count the number of participants who are enrolled in job training programs in order to increase their wages. UWYCs Underemployment partners served 423 individuals. How Much Did We Do? 423 individuals received support with unemployment or underemployment77 individuals enrolled in a vocational degree, license, certificate or credential programHow Well Did We Do It? 36% of participants completed a soft skill training program58 individuals earned an OSHA certificationIs Anyone Better Off? 75 participants gained employment with 20 individuals earning more than $10 per hour16% increased their wages with 22 individuals earning more than $12.50 per hour3.Economic and Family Support: 298 families received support to address the additional barriers to financial stability beyond financial literacy and workforce development. How Much Did We Do?126 individuals received case management services76 individuals are actively taking steps in identifying and taking steps to achieving their goals. How Well Did We Do It?29% of participants successfully completed their program goals47 participants were referred to other providers or programs for wrap-around or continued services.Is Anyone Better Off?36% of participants received incentives or direct support to overcome barriers12% of participants received rent or mortgage assistance7% of participants received utility assistance16% of participants received transportation assistance8% of participants received childcare assistance39% of participants received food assistanceii.Population Measures: It is critical to identify powerful measures to determine the progress a community is making towards achieving Financial Stability. For communities, the measurements are known as community indicators and are usually collected by public agencies. UWYC tracks the following community indicators related to Financial Stability: Form 990, Part 5, Line 1c - Reportable Payments The organization had no reportable payments to a vendor requiring compliance with backup withholding rules, nor did they provide any reportable gaming, gambling, or winnings to a prize winner. United Way Worldwide 701 North Fairfax Street Alexandria VA 22314 131635294 Improve lives by mobilizing the caring VA 501(c)(3) 170(b)(1)(A) (vi) N/A false United Way Association of South Carolina 914 Richland Street Suite A 200 Columbia SC 29201 570515275 Maximize the capacity of local UWs SC 501(c)(3) 509(a)(2) N/A false false false false false false false false false false false false true false false false false false false false United Way Worldwide l 12520 FMV United Way Association of South Carolina l 4216 FMV