2025-10-12T11:40:49-07:00 2025-06-30 570957419 The Hobbs Group PA 1704 Laurel Street Columbia SC 29201 990 2024-07-01 570360058 United Way of York County SC UNIT 8033242735 PO Box 925 Rock Hill SC 29731 Rebecca Melton President 2025-10-10 true true Will Stevens CPA P01208094 8037990555 2024 2025-03-06 01:10:19Z Rebecca Melton PO Box 925 Rock Hill SC 29731 997207 false X www.unitedwayofyc.org X 1942 SC See Schedule O 17 17 7 249 0 998488 972562 0 14824 24645 3517 0 1016829 997207 305634 402063 0 470613 374195 0 63784 190634 202649 966881 978907 49948 18300 1732412 1814411 3536 5380 1728876 1809031 United Way of York County, SC Mission Statement is to help 3,000 York County families achieve financial stability by 2030. false false 511545 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. 175753 Collaborative Programs and ServicesThese programs include the following: Money Works Financial Literacy Program; Letter Carriers' "Stamp Out Hunger" Food Drive; Innovative StrategiesSee SCHEDULE O for additional program detail. 142025 Community Engagement Community Education through Financial Hardship Simulations: As part of ourcommunity engagement strategy, United Way of York County facilitated theBuilding Your Budget Household Survival Simulation for 545 individuals in YorkCounty.See SCHEDULE O for additional program detail. 15325 11579 4414 31318 860641 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 6 0 true 7 true false false false false false false false 0 false false false false false false false X 17 17 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 110317 0 19394 Elizabeth Starnes Director of Finance and HR Administ 38.00 0.00 56312 0 5131 Dean Faile Director 1.00 0.00 X 0 0 0 Lisa Cowart Imeed Past Chai 3.00 0.00 X X 0 0 0 Michelle Harris Director 1.00 0.00 X 0 0 0 Kelly Coxe Director 1.00 0.00 X 0 0 0 Stacey Moore Vice Chair 3.00 0.00 X 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 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 Chair 3.00 0.00 X X 0 0 0 166629 24525 1 false false false 0 972562 1625 972562 0 24645 24645 0 0 0 0 0 0 0 0 997207 24645 402063 402063 0 0 0 174342 143469 13217 17656 0 149810 123282 11356 15172 0 21259 18394 1187 1678 28784 24301 1892 2591 0 0 0 0 0 0 13903 3770 9946 187 5029 4316 301 412 0 0 0 0 1058 978 80 0 12572 10316 863 1393 0 13044 11481 339 1224 8330 7033 547 750 13570 11543 797 1230 Repairs and Maintenance 38976 29293 3218 6465 Direct Costs 34595 34595 Utilities 17043 14389 1120 1534 ERC Fees 8400 8400 36129 21418 1299 13412 978907 860641 54482 63784 109559 114144 620837 646815 42000 42000 297940 296543 0 0 0 0 7924 7232 370661 192660 186331 178001 0 0 0 0 467821 529676 1732412 1814411 3536 5380 3536 5380 X 1724551 1804101 4325 4930 1728876 1809031 1732412 1814411 18300 65488 -3633 X false true X true false X 1160196 1116996 991427 998488 972562 5239669 0 0 1160196 1116996 991427 998488 972562 5239669 0 5239669 95573 -65250 43279 14824 24645 113071 0 5326 1706 14050 3517 24599 5377339 0.97440 0.97920 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 467821 65488 3633 529676 416443 54784 3406 467821 376424 43121 3102 416443 441979 -62052 3503 376424 346762 98298 3081 441979 1.00000 true false false 272750 136378 136372 65530 26631 38899 32381 29651 2730 178001 529676 X 1059062 61855 61855 997207 997207 978907 978907 978907 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, 2025 and 2024, 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 10000 0 Community Investment Bethel Shelters 1232 Curtis Street Rock Hill SC 29730 851248085 35000 0 Community Investment Childrens Attention Home PO Box 2912 Rock Hill SC 29732 570527092 20252 0 Community Investment Financial Stability Network 226 Northpark Dr Ste 100 Rock Hill SC 29731 38000 0 Community Investment Habitat for Humanity of YC 825 N Anderson Road Rock Hill SC 29730 570861107 107313 0 Community Investment, Hurricane Hel Neffs Garage 2049 Woodcrest Circle Rock Hill SC 29730 881197748 6750 0 Community Investment Pilgrims Inn PO Box 11328 Rock Hill SC 29731 570789205 10000 0 Community Investment Rock Hill Economic Developmen PO Box 11706 Rock Hill SC 29732 570750323 17500 0 Community Investment Rock Hill Sch Dist Fou PO Box 12286 Rock Hill SC 29731 570862203 31075 0 Community Investment Safe Passage Inc 104 Oakland Ave PO Box 11458 Rock Hill SC 29731 570951338 15000 0 Community Investment York Co First Steps 507 E Black St PO Box 969 Rock Hill SC 29731 571097951 60922 0 Community Investment, Childcare Gra York School District 1 PO Box 770 York SC 29745 570792932 22500 0 Community Investment 13 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 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, Together SC, 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 Financial Literacy Community IndicatorsIndicator 2024-2025Median Family Income $101,836% of working families earning $50,000 annually or less 27%% of female headed households earning below ALICE survival threshold 70%Workforce Development Community IndicatorsIndicator 2024-2025% of adults aged 25 and older less than high school education 7.4%% of population (16+) who are unemployed 3%Economic and Family Support Community IndicatorsIndicator 2024-2025% of families who are rent burdened (rent over 30% of income) 71%% of families who are mortgage burdened (mortgage over 30% of income) 41%% of families utilizing SNAP 6.6%% of families who are uninsured or under insured 7.4% 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: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.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 26 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 Goal The financial capability of the agency Whether the agency serves the target population The extent to which the program uses an evidence-based model that can demonstratehow it meets a need in the target population The impact of the program on the target population The quality of the demographic data provided by the agency Submission of required documentation Alignment with one or more special considerationsThe following summarizes the Community Investment activities of United Way of York County as of June 30, 2025:1. Financial Stability Partner GrantsUWYC invested a total of $357,500 as part of our UWYC Grants this fiscal year. Our CIC provided $307,000 in Financial Stability Partner Grants to 12 agencies for the 2024-25 funding cycle from July 1, 2024, to June 30, 2025. The grant recipients were A Father's Way, Alston Wilkes Society, Bethel Shelters, Children's Attention Home, Habitat for Humanity, Pilgrims Inn, The Foundation for Rock Hill Schools, Rock Hill Economic Development Corporation, Safe Passage, United Way of York County, York County First Steps, and York One Schools. United Way of York Countys Financial Stability partners served 1,144 individuals during the 2024-2025 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 2024-25 cycle.Childcare Assistance Program: UWYC partnered with York County First Steps and York Technical College to provide Childcare Assistance for York Technical College students up to $185 per week per student. UWYC invested $44,660 in this program to provide assistance for 5* York Technical College students, covering the childcare tuition for their children for the entire academic year. *Note: One student left YTC after the fall semester and was replaced with a new student for the spring semester.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: 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 the administration of the York County jurisdiction and maintains a shared client database to prevent duplication of service. Past local recipient organizations have been Clover Area Assistance Center and the Housing and Development Corporation of Rock Hill. UWYC is awaiting further guidance on the potential of receiving funding for Phase 42.Emergency Assistance: The UWYCs 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 2024- 025, 13 clients were helped for a total of $6,424.38 in the following categories of need: rent, utilities, childcare and transportation. Form 990 Page 2 Part III Line 4b 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 & Influencesii. Module 2: Income & Expensesiii. Module 3: Spending & Saving Planiv. Module 4: Bankingv. Module 5: Savingsvi. Module 6: Credit Reports & Scoresvii. Module 7: Managing Debtviii. Module 8: Buying a Homeix. 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. Money works is used in one-on-one financial coaching with participants in the Financial Stability Network. In the 2024-2025 fiscal year, case managers/financial coaches provided 15 hours of financial coaching to FSN participants.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 ourselves 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 15 participants during the 24-25 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 resources needed 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 a key 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 manager, families can remain on the path to financial stability without disruption. In the 2024-2025 year, the Economic and Family Support Fund dedicated $5,874.11 to addressing client emergencies in the FSN. 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.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 stocked during critical summer months. Residents are encouraged to leave non-perishable food items by their mailbox for local mail carriers to pick-up. In York County, food items were collected in Rock Hill and Fort Mill, where residents donated 7,304.50 pounds of food.i. HOPE of Rock Hill received 1,200 pounds of foodii. Pilgrims Inn received 1,031 pounds of foodiii. Love N Cherish received 1,084.50 pounds of foodiv. The Salvation Army received 1,025 pounds of foodv. Fort Mill Care Center received 2,964 pounds of foodVolunteer Income Tax Assistance Program: The Volunteer Income tax Assistance (VITA) program offers free tax help to people who make $67,000 or less, persons with disabilities, the elderly, and limited English-speaking taxpayers who need assistance in preparing their own tax returns. In addition to providing free tax preparation, VITA works to ensure everyone in the community receives all tax credits and deductions for which they are eligible; especially Earned Income Tax Credit, Child Tax Credit, Education Tax Credits, and Child Care Tax deduction. IRS-certified volunteers provide free basic income tax return preparation with electronic filing to qualified individuals. UWYC assists by promoting this service annually to eligible residents of York County and supporting the VITA volunteers. The VITA program filed 5,158 Federal and State tax returns for the 2024 tax year. Over $3,277,880 was refunded to filers. This years total economic impact on York County was significant. Form 990 Page 2 Part III Line 4c Community Engagement Community Education through Financial Hardship Simulations: As part of our community engagement strategy, United Way of York County facilitated the Building Your Budget Household Survival Simulation for 545 individuals in York County. Building Your Budget is an interactive in-person activity 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 housing, transportation, food, childcare, and other major decisions for their families, all while facing unexpected challenges.Asset Limited, Income Constrained, Employed {ALICE) Data: Started by the UW of NW New Jersey, United for ALICE represents a grassroots movement to raise awareness about an essential but previously hidden part of our community, ALICE: Asset Limited, Income Constrained, Employed. ALICE earns more than the official US Poverty Level, but less than what it costs to survive in the counties where they live. In coordination with the United Ways of SC, UWYC supported the development and launch of South Carolina for ALICE. Our local ALICE report provides York County specific data on the actual costs of a Household Survival Budget based on family composition and how many households earn below that amount. Household Survival Budgets consider variables such as housing, childcare, food, transportation, healthcare, technology, and taxes to calculate the minimum cost to live and work in York County. This initiative helps to provide current research to quantify the basic cost of living, identify and assess financial hardship, and identify gaps in assistance and community resources, and stimulate action that will improve the financial stability and well-being of ALICE Families. UWYC has engaged in bimonthly meetings to expand internal knowledge on the lived experiences of ALICE families alongside United Ways of SC, engaged local stakeholders in the release of ALICE in Focus: Children data in September 2024 as well as the 2025 release, The State of ALICE: South Carolina in May 2025. Studies of ALICE data by UWYC staff and community members can inform our practice and work towards building solutions that will improve the experiences of ALICE families. Form 990 Page 2 Part III Line 4d Community ResiliencyEvery community deserves the opportunity to prosper. At UWYC we collaborate with our neighbors, partner agencies and businesses to build resilient communities that are ready for any challenge. Through disaster preparedness and community services we are strengthening the foundations of York County for a more secure future.a. York County Community Organizations Active in Disaster (YC-COAD): United Way of York County leads the steering committee of YCCOAD comprised of York Baptist Association, American Red Cross, Salvation Army, and our local Emergency Management. YC- COAD works to bring voluntary and governmental agencies as well as local businesses together to foster more effective preparedness, response and recovery to the community of York County in times of disaster. In contributing to long-term community strengthening through group training, workshops, collaboration and open communication, YC- COAD works to fill gaps that may exist in the response and recovery process of a disaster with the effective work of our local agencies in York County. YC- COAD strives to create an environment where every individual feels safe, supported, and empowered. YC- COAD Steering Committee meets on the first Monday of each month (September through June) and in the 2024-2025 fiscal year held 10 planning meetings. Bylaws were ratified April 7, 2025. Individual meetings with agencies have been held to assess strengths, needs, and support agencies throughout York County in a time of disaster to establish available resources in times of disaster and continue with the development of a collaborative and strengthenedcommunity.i. On April 29, 2025, Mary Louise Resch from the South Carolina Office of Resilience (SCOR) joined 14 community members from 8 YC-COAD agencies (including United Way of York County, York County Emergency Management, Rock Hill Housing Authority, Housing Development Corporation of Rock Hill, Clover Area Assistance Center, Habitat for Humanity, American Red Cross and The Haven) to review the role of SCOR in disasters in South Carolina through disaster case management, service referrals, coordination, potential for future trainings, and identification of funding sources in the event of a disaster.b. Hurricane Helene Response and Recovery: In response to the effects of Hurricane Helene, York County residents demonstrated a high desire to assist in efforts for recovery. In the weeks following Hurricane Helene, many calls were received with inquiries regarding inkind donations and volunteer opportunities. UWYC worked diligently to make connections with local drives and collection centers to appropriately place donations and connect volunteers with appropriate opportunities that would assist in recovery in areas that needed assistance. Recommendations were also made to those seeking volunteer opportunities to complete training programs to be prepared to assist in future disasters.i. UWYC Hurricane Helene Disaster Recovery Grant: In response to the damaging effects of Hurricane Helene in September of 2024, United Way of York County received granted funds from the One SC Fund in the amount of $3,747.23 and United Way Worldwide in the amount of $35,475.74 for a total of $39,222.97. Funds were sub-granted to Habitat for Humanity of York County to directly assist in repairs of homes for noninsured, low to moderate-income, owner-occupied residents of York County. In partnering with Habitat for Humanity of York County, funds positively impacted 11 individuals in five families by means of roof replacement and drywall repairs, restoring their homes from the effects of Hurricane Helene allowing families to continue to safely reside in their homes and strengthen resilience towards future natural disasters.c. United Way's Call Center 2-1-1: In September 2007, UWYC established this county-wide, federally designated calling code to provide residents with access to comprehensive information and referral for health and human services. United Way's 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, administered by the United Way Association of South Carolina. Certified call specialists make appropriate referrals to all area service providers in York County.i. In 2024-2025, 2,292 calls were received for York County and more than 7,963 community needs were identified and referred to appropriate agencies and organizations. York County assisted 323 residents with their needs via text message. Rent Assistance remains the most requested need for York County residents, making up 33% of all calls to our local 2-1-1. Shelters and electric service payment assistance were the second and third most requested services, making up 19% and 15% of all calls, respectively. In 2024- 2025 fiscal year more than 4,372 website connections were made in York County with local resources.ii. In the fall of 2024, Hurricane Helene's impact was noted through an influx of calls seeing disaster services account for 7% of total calls received by 2-1-1 creating connections for disaster related food assistance, shelter assistance, debris removal and clean up, insurance claims information, mental health services and cash grant assistance in recovery from the effects of the storm.Evaluation and MeasurementResults 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 wellbeing. 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 2024-2025 Financial Stability Network Program and the 2024-2025 Financial Stability Partner Grants can be found below.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:2024-2025 Financial Stability Network Program:How Much Did We Do?11 clients engaged in financial coaching15 clients identified financial goals15 participants are actively engaged in case management15 participants engaged in identifying/establishing personal goals7 participants are consistently 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 reported that FSN staff was well prepared and knowledgeable;26% of participants decreased their debt40% of participants demonstrate an increased knowledge in financial literacyIs Anyone Better Off?15 participants opened or maintained a checking/savings account5 participants increased their credit score4 participants maintain a minimum $300 balance in a savings account3 participants reports always being able to pay their bills on time2 participants have been approved to purchase a home2024-2025 Financial Stability_ Partner Grants:1. Financial Literacy: UWYC's Financial Literacy partners served 552 individuals during 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?552 participants received some sort of Financial Literacy support491 participants took advantage of a financial literacy course or coachingHow Well Did We Do It?87% of participants completed their course or coaching programIs Anyone Better Off?40 families decreased their debt109 families increased their asset ownership54 families reported that they have achieved financial stability2. 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. UWYC's Underemploy Form 990 Page 2 Part III Line 4d Cont How Well Did We Do It?48 participants are consistently able to pay their bills on time160 participants were referred to other providers or programs for wrap- around or continued services.Is Anyone Better Off?53% of participants received rent or mortgage assistance27% of participants received utility assistance20% of participants received transportation assistance13% of participants received childcare assistance74% 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:Financial Literacy Community IndicatorsIndicator 2024-2025Median Family Income - $101,836% of working families earning $50,000 annually or less - 27%% of female headed households earning below ALICE survival threshold - 70%Workforce Development Community IndicatorsIndicator 2024-2025% of adults aged 25 and older less than high school education - 7.4%% of population (16+) who are unemployed - 3%Economic and Family Support Community IndicatorsIndicator 2024-2025% of families who are rent burdened (rent over 30% of income) - 71%% of families who are mortgage burdened (mortgage over 30% of income) - 41%% of families utilizing SNAP - 6.6%% of families who are uninsured or under insured - 7.4%DEI WorkDEI Taskforce: UWYC 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. For this reason, we have a responsibility and are committed to equity in our programming. UWYC has a Diversity, Equity, and Inclusion Taskforce made up of board members as well as community experts in this field. The purpose of this taskforce is to guide UWYC in decision-making and strategies that address inequity and barriers to success for all community members. This work includes addressing systems, policies, practices, belief systems, and attitudes that have served to privilege some and disenfranchise others. The DEI Taskforce also reviews the grant application before it is available to community agencies and serves as DEI grant reviewers during the grant review and allocation process.UWYC Statement on Equity: United Way of York County, SC, advocates for greater opportunity for all and supports equality and freedom within our diverse community. York County's 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 an equitable, respectful, and fulfilling 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 cocreate solutions to ensure everyone has the resources, supports, opportunities, and networks they need to thrive. We stand in solidarity with community members and other organizations addressing disparities across our nation-and affirm our commitment to building an 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:i. 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.ii. Partnering with and funding organizations that align with our racial equity values. Utilizing data to ensure we positively impact communities of color and other marginalized communities.iii. Equipping the UWYC staff, Board, and community partners with the skills and knowledge to inform and build equitable approaches to work and life. To advance these goals, we must have courageous, open dialogue and hold one another accountable for continuous progress. We must all do our part, working United, to make our community equitable, respectful, and rich with opportunities for all.We, as a society, have a responsibility to protect the basic human rights and freedoms of people everywhere. 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. 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