United Fund Of Surry Inc
- Assets
- $340.8k
- Revenue
- $462.6k
- Investments
- $0.0
- Employees
- 4
- Location
- Mount Airy, NC
- Founding
- 03/1970
- Data as of
- 09/2022
- EIN
- 56-0689458
Organization Overview
United Fund Of Surry Inc is located in Mount Airy, NC. The organization was established in 1970. 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 09/2022, United Fund Of Surry Inc employed 4 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. United Fund Of Surry Inc 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 09/2022, United Fund Of Surry Inc generated $462.6k in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 0.9% each year. All expenses for the organization totaled $400.3k during the year ending 09/2022. You can explore the organizations financials more deeply in the financial statements section below.
Since 2020, United Fund Of Surry Inc has awarded 87 individual grants totaling $1,286,322. 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
FUNDRAISING ORGANIZATION FOR LOCAL ORGANIZATIONS
Describe the Organization's Program Activity:
Part 3 - Line 4a
FUNDRAISING DRIVES ARE CONDUCTED IN ORDER TO COLLECT FUNDS WHICH ARE ALLOCATED TO MEMBER ORGANIZATIONS IN ORDER TO BENEFIT COUNTY AND COMMUNITY NEEDS.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Melissa Hiatt Executive Director | Officer | 40 | $47,700 |
Mark Royster President | OfficerTrustee | 3 | $0 |
Ben Griffin 1st Vice President | OfficerTrustee | 3 | $0 |
John Jonczak 2nd Vice President | OfficerTrustee | 3 | $0 |
Raleigh Scales Treasurer | OfficerTrustee | 3 | $0 |
Merry Craig Boaz Director | Trustee | 3 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $462,571 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $462,571 |
| Total Program Service Revenue | $0 |
| Investment income | $37 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $462,608 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $266,000 |
| 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. | $47,700 |
| Compensation of current officers, directors, key employees. | $15,741 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $26,462 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $5,673 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $2,500 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $0 |
| Advertising and promotion | $0 |
| Office expenses | $31,447 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $4,223 |
| Travel | $534 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $136 |
| Insurance | $2,558 |
| All other expenses | $1,338 |
| Total functional expenses | $400,303 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $198,769 |
| Savings and temporary cash investments | $50,040 |
| Pledges and grants receivable | $91,987 |
| Accounts receivable, net | $0 |
| 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 | $0 |
| Net Land, buildings, and equipment | $32 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $340,828 |
| Accounts payable and accrued expenses | $2,006 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| 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 | $66,500 |
| Total liabilities | $68,506 |
| Net assets without donor restrictions | $159,379 |
| Net assets with donor restrictions | $112,943 |
| 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 | $340,828 |
Grants Awarded
Over the last fiscal year, United Fund Of Surry Inc has awarded $234,500 in support to 15 organizations.
| Grant Recipient | Amount |
|---|---|
Mount Airy, NC PURPOSE: AGENCY FUNDING | $45,000 |
Boonville, NC PURPOSE: AGENCY FUNDING | $30,000 |
Mount Airy, NC PURPOSE: AGENCY FUNDING | $25,000 |
Mount Airy, NC PURPOSE: AGENCY FUNDING | $20,000 |
Dobson, NC PURPOSE: AGENCY FUNDING | $15,000 |
Mount Airy, NC PURPOSE: PROGRAM FUNDING | $15,000 |
Grants Recieved
Over the last fiscal year, we have identified 5 grants that United Fund Of Surry Inc has recieved totaling $20,491.
| Awarding Organization | Amount |
|---|---|
United Fund Of Surry Inc Mount Airy, NC PURPOSE: AGENCY FUNDING | $9,500 |
Altec-Styslinger Foundation Inc Birmingham, AL PURPOSE: TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 |
Truist Foundation Inc Orlando, FL PURPOSE: GENERAL OPERATING | $5,000 |
The Duke Energy Foundation Charlotte, NC PURPOSE: MATCHING GIFTS | $858 |
Amazonsmile Foundation Seattle, WA PURPOSE: GENERAL SUPPORT | $133 |
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 |