United Way Of Greater Charlotte
- Assets
- $28.7m
- Revenue
- $24.3m
- Investments
- $2.4m
- Employees
- 41
- Location
- Charlotte, NC
- Founding
- 04/1958
- Data as of
- 06/2022
- EIN
- 56-0529948
Organization Overview
United Way Of Greater Charlotte is located in Charlotte, NC. The organization was established in 1958. According to its NTEE Classification (T70) the organization is classified as: Federated Giving Programs, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. As of 06/2022, United Way Of Greater Charlotte employed 41 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. United Way Of Greater Charlotte is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2022, United Way Of Greater Charlotte generated $24.3m in total revenue. The organization has seen a slow decline revenue. Over the past 7 years, revenues have fallen by an average of (2.4%) each year. All expenses for the organization totaled $20.8m during the year ending 06/2022. As we would expect to see with falling revenues, expenses have declined by (5.4%) per year over the past 7 years. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, United Way Of Greater Charlotte has awarded 1,351 individual grants totaling $135,076,681. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2022
Describe the Organization's Mission:
Part 3 - Line 1
TO FIGHT FOR EDUCATION, HEALTH AND FINANCIAL STABILITY FOR OUR COMMUNITY (SEE SCH O).
Describe the Organization's Program Activity:
Part 3 - Line 4a
COMMUNITY INVESTMENT: THE COMMUNITY INVESTMENT PROCESS IS FOCUSED ON ECONOMIC MOBILITY ACROSS THE REGION, WHILE ALSO HELPING PROVIDE A SAFETY NET FOR PEOPLE AND FAMILIES IN NEED. ANNUALLY, UNITED WAY OF GREATER CHARLOTTE (UWGC) INVESTS IN MORE THAN 100 LOCAL NONPROFIT AGENCIES AND INITIATIVES THROUGH THE FUNDING PROVIDED BY GENEROUS CORPORATE, PUBLIC SECTOR AND INDIVIDUAL DONORS.CONTINUED ON SCHEDULE O
GOVERNMENT GRANTS: UWGC PARTNERS WITH THE CITY OF CHARLOTTE, MECKLENBURG COUNTY AND THE STATE OF NORTH CAROLINA TO DISTRIBUTE FUNDS TO ORGANIZATIONS AND COALITIONS THAT, TOGETHER, WORK TO END HOMELESSNESS.CONTINUED ON SCHEDULE O.
DESIGNATIONS TO OTHER UNITED WAYS AND OTHER 501(C)(3) ORGANIZATIONS: DONORS MAY DIRECT THEIR CONTRIBUTIONS TO OUT OF AREA UNITED WAYS OR QUALIFIED TAX-EXEMPT ORGANIZATIONS THAT PROVIDE SERVICES IN THE AREAS OF HEALTH, HOUSING, AND CHILDREN AND YOUTH. THESE FUNDS ARE RAISED AND DISTRIBUTED BY OUR UNITED WAY TO THE ORGANIZATIONS.
CRITICAL NEEDS: UWGC UNDERSTAND THAT MANY PEOPLE ACROSS THE FOUR-COUNTY REGION ARE LIVING IN A CRISIS SITUATION EVERY DAY. UWGC IS COMMITTED TO CHANGING THAT BY PROVIDING FLEXIBLE FUNDING TO MORE THAN 100 NON-PROFITS WORKING YEAR-ROUND TO MEET THE NEEDS OF OUR MOST VULNERABLE RESIDENTS.2-1-1: NC 2-1-1 IS A SERVICE PROVIDED BY THE UNITED WAY OF NORTH CAROLINA AND IS NORTH CAROLINA'S RESOURCE FOR FREE INFORMATION AND REFERRAL SERVICES REGARDING HEALTH AND HUMAN SERVICES AND RESOURCES. NC 2-1-1 HAS A DATABASE OF OVER 19,000 RESOURCES, INCLUDING FOOD PANTRIES, HOMELESS SHELTERS, UTILITY AND RENTAL ASSISTANCE, HEALTH CLINICS, PRESCRIPTION DRUG ASSISTANCE, COUNSELING AND SUBSTANCE ABUSE SERVICES, CHILD CARE RESOURCES, SENIOR RESOURCES, RESOURCES FOR PERSONS WITH DISABILITIES AND MUCH MORE. VOLUNTEERISM: UWGC'S VOLUNTEER ENGAGEMENT EFFORTS ALIGN WITH THE OVERALL STRATEGIC DIRECTION OF THE ORGANIZATION BY FOCUSING ON GENERATING REAL IMPACT FOR OUR PARTNER NONPROFIT AGENCIES AND RAISING REVENUE TO FURTHER OUR MISSION. SKILL-BASED VOLUNTEERING AND FEE-FOR-SERVICE MANAGED PROJECTS ARE THE PRIMARY AREAS OF EMPHASIS. THROUGH OUR WEBSITE WE OFFER REFERRALS FOR INDIVIDUALS, GROUPS OR COMPANIES LOOKING FOR VOLUNTEER OPPORTUNITIES AND ENCOURAGE THEM TO MAKE ARRANGEMENTS DIRECTLY WITH THOSE AGENCIES LISTED. UWGC ALSO ENGAGES VOLUNTEERS THROUGH BOARD/COMMITTEE AND COMMUNITY INVESTMENT VOLUNTEER OPPORTUNITIES.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Laura Yates Clark President And CEO | Officer | 50 | $258,523 |
Clint Hill Chief Development Officer | Officer | 40 | $152,585 |
Kathryn Firmin-Sellers Chief Impact Officer | Officer | 40 | $127,639 |
Robert Granow Director Of Finance | Officer | 40 | $80,465 |
Bradley Caplan Mln County Chair | OfficerTrustee | 3 | $0 |
Beth Diggs Anson County Chair | OfficerTrustee | 3 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $69,804 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $8,198,328 |
| All other contributions, gifts, grants, and similar amounts not included above | $14,676,153 |
| Noncash contributions included in lines 1a–1f | $78,000 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $22,944,285 |
| Total Program Service Revenue | $59,551 |
| Investment income | $149,653 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $846 |
| Net Gain/Loss on Asset Sales | $482,716 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $24,251,139 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $15,652,010 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $2,529,066 |
| Pension plan accruals and contributions | $87,122 |
| Other employee benefits | $313,731 |
| Payroll taxes | $197,712 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $78,348 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $1,095,177 |
| Advertising and promotion | $338 |
| Office expenses | $44,845 |
| Information technology | $87,544 |
| Royalties | $0 |
| Occupancy | $211,525 |
| Travel | $14,843 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $24,560 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $126,466 |
| Insurance | $0 |
| All other expenses | $6,003 |
| Total functional expenses | $20,846,388 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $7,580,382 |
| Savings and temporary cash investments | $84 |
| Pledges and grants receivable | $8,264,733 |
| Accounts receivable, net | $95,399 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $77,444 |
| Net Land, buildings, and equipment | $707,481 |
| Investments—publicly traded securities | $9,418,902 |
| Investments—other securities | $2,446,178 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $74,693 |
| Total assets | $28,665,296 |
| Accounts payable and accrued expenses | $1,351,739 |
| Grants payable | $4,526,478 |
| Deferred revenue | $329,190 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $684,635 |
| Total liabilities | $6,892,042 |
| Net assets without donor restrictions | $18,372,656 |
| Net assets with donor restrictions | $3,400,598 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $28,665,296 |
Grants Awarded
Over the last fiscal year, United Way Of Greater Charlotte has awarded $12,903,066 in support to 186 organizations.
| Grant Recipient | Amount |
|---|---|
Charlotte, NC PURPOSE: PROGRAM OPERATING COSTS; RESTRICTED PROGRAM FUNDING TO ADVANCE CONTRACTED OUTCOMES | $1,054,938 |
Atlanta, GA PURPOSE: PROGRAM OPERATING COSTS; RESTRICTED PROGRAM FUNDING TO ADVANCE CONTRACTED OUTCOMES; DONOR DESIGNATED 3RD PARTY FOR PROGRAM OPERATING COSTS | $770,205 |
Charlotte, NC PURPOSE: PROGRAM OPERATING COSTS; DONOR DESIGNATED 3RD PARTY FOR PROGRAM OPERATING COSTS | $458,155 |
Charlotte, NC PURPOSE: PROGRAM OPERATING COSTS; DONOR DESIGNATED 3RD PARTY FOR PROGRAM OPERATING COSTS | $409,594 |
Charlotte, NC PURPOSE: PROGRAM OPERATING COSTS; DONOR DESIGNATED 3RD PARTY FOR PROGRAM OPERATING COSTS | $406,929 |
Charlotte, NC PURPOSE: PROGRAM OPERATING COSTS; DONOR DESIGNATED 3RD PARTY FOR PROGRAM OPERATING COSTS | $374,978 |
Grants Recieved
Over the last fiscal year, we have identified 48 grants that United Way Of Greater Charlotte has recieved totaling $6,750,331.
| Awarding Organization | Amount |
|---|---|
The Blackbaud Giving Fund Charleston, SC PURPOSE: GENERAL SUPPORT | $1,337,718 |
The Blackbaud Giving Fund Charleston, SC PURPOSE: GENERAL SUPPORT | $1,337,718 |
Foundation For The Carolinas Charlotte, NC PURPOSE: CHARITABLE GIFT | $973,676 |
Charities Aid Foundation America Alexandria, VA PURPOSE: CHARITABLE DONATION | $551,554 |
Lowes Foundation Mooresville, NC PURPOSE: Affordable Housing | $450,000 |
The Duke Energy Foundation Charlotte, NC PURPOSE: MATCHING GIFTS | $339,546 |
Endowment Analysis
| Beg. Balance | $2,871,127 |
| Earnings | -$410,538 |
| Admin Expense | $19,617 |
| Net Contributions | $5,206 |
| Ending Balance | $2,446,178 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Jewish Federation Of Greater Atlanta Inc Atlanta, GA | $335,156,066 | $46,977,032 |
United Way Of Middle Tennessee Inc Nashville, TN | $71,875,939 | $59,642,100 |
Americas Charities Chantilly, VA | $19,664,098 | $37,274,660 |
United Way Of South Hampton Roads Norfolk, VA | $66,003,873 | $28,678,324 |
United Way Of The National Capital Area Vienna, VA | $52,010,356 | $25,572,571 |
United Way Of Greater Richmond Richmond, VA | $16,886,120 | $22,666,995 |
United Way Of Greater Charlotte Charlotte, NC | $28,665,296 | $24,251,139 |
Chc Creating Healthier Communities Alexandria, VA | $23,119,840 | $20,885,598 |
United Way Of The Piedmont Inc Spartanburg, SC | $4,093,923 | $15,798,807 |
Bluecross Blueshield Of South Carolina Foundation Columbia, SC | $340,633,924 | $51,086,800 |
Safa Trust Inc Herndon, VA | $343,266,740 | $16,390,451 |
United Way Of Forsyth County Inc Winstonsalem, NC | $7,740,159 | $13,512,937 |