Catawba County United Way Inc
- Assets
- $2.6m
- Revenue
- $1.2m
- Investments
- $0.0
- Employees
- 6
- Location
- Hickory, NC
- Founding
- 12/1946
- Data as of
- 12/2021
- EIN
- 56-0774714
Organization Overview
Catawba County United Way Inc is located in Hickory, NC. The organization was established in 1946. 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 12/2021, Catawba County United Way Inc employed 6 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Catawba County United Way 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 12/2021, Catawba County United Way Inc generated $1.2m in total revenue. This represents a relatively dramatic decline in revenue. Over the past 7 years, the organization has seen revenues fall by an average of (4.7%) each year. All expenses for the organization totaled $1.1m during the year ending 12/2021. As we would expect to see with falling revenues, expenses have declined by (3.0%) per year over the past 7 years. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Catawba County United Way Inc has awarded 155 individual grants totaling $7,147,584. 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
2021
Describe the Organization's Mission:
Part 3 - Line 1
THE MISSION OF THE CATAWBA COUNTY UNITED WAY IS TO INCREASE THE ORGANIZED CAPACITY OF PEOPLE TO HELP OTHERS BY MOBILIZING THE CARING POWER OF OUR COMMUNITY. THE MISSION IS CARRIED OUT THROUGH THE FUNDRAISING CAMPAIGNS.
Describe the Organization's Program Activity:
Part 3 - Line 4a
CATAWBA COUNTY UNITED WAY PROVIDES FUNDING TO SUPPORT 16 LOCAL NON PROFIT AGENCIES THAT SERVE THE INCOME, HEALTH AND EDUCATION IMPACT AREAS OF CATAWBA AND SURROUNDING COUNTIES. THE UNITED WAY ALSO FUNDS VARIOUS SPECIAL PROJECTS DURING THE YEAR INCLUDING 211 CALL CENTER, BACKPACK YOUTH, CHRISTMAS BUREAU, YOUTH COUNCIL AND OTHER SPECIFIC NEEDS WITHIN THE COMMUNITY.
CATAWBA COUNTY UNITED WAY WORKS WITHIN THE COMMUNITY TO OPERATE PROGRAMS IN THE PUBLIC INFORMATION AND COLLABORATION PROGRAM AREA.
CATAWBA COUNTY UNITED WAY WORKS WITHIN THE COMMUNITY TO OPERATE PROGRAMS IN THE PLANNING AND EVALUATION AREA.
CATAWBA COUNTY UNITED WAY OPERATES THE VOLUNTEER CENTER AND THE 212 INFORMATION AND REFERRAL LINE.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Mark Bumgarner Executive Director | Officer | 40 | $62,171 |
Jennie Conner Former Executive Director | Officer | 40 | $20,708 |
Dr Keith Mackie Past President | OfficerTrustee | 2 | $0 |
Eddie Beard Vice President | OfficerTrustee | 2 | $0 |
Patrick Underdown Treasurer | OfficerTrustee | 2 | $0 |
Johann Louchez Campaign Chair | OfficerTrustee | 2 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $60,373 |
| All other contributions, gifts, grants, and similar amounts not included above | $1,094,353 |
| Noncash contributions included in lines 1a–1f | $27,717 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $1,154,726 |
| Total Program Service Revenue | $0 |
| Investment income | $6,733 |
| 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 | $1,161,459 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $645,868 |
| 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 | $209,672 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $57,182 |
| Payroll taxes | $16,034 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $8,000 |
| 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 | $0 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $21,505 |
| Travel | $99 |
| 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 | $21,624 |
| Insurance | $11,374 |
| All other expenses | $10,433 |
| Total functional expenses | $1,106,640 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $1,555,422 |
| Savings and temporary cash investments | $130,000 |
| Pledges and grants receivable | $257,194 |
| Accounts receivable, net | $3,481 |
| 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 | $598,475 |
| Investments—publicly traded securities | $41,566 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $2,586,138 |
| Accounts payable and accrued expenses | $9,663 |
| 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 | $34,262 |
| Total liabilities | $43,925 |
| Net assets without donor restrictions | $2,091,986 |
| Net assets with donor restrictions | $450,227 |
| 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 | $2,586,138 |
Grants Awarded
Over the last fiscal year, Catawba County United Way Inc has awarded $526,170 in support to 15 organizations.
| Grant Recipient | Amount |
|---|---|
Hickory, NC PURPOSE: FIRST STEP SEXUAL ASSAULT, DOMESTIC VIOLENCE , CONSUMER CREDIT AND INDIVIDUAL AND FAMILY COUNSELING | $223,055 |
Hickory, NC PURPOSE: TRANSITIONAL HOUSING AND SUPPORT FOR MEDICALLY ASSISTED RECOVERY | $56,255 |
West Nyack, NY PURPOSE: FINANCIAL CRISIS ASSISTANCE AND HOMELESS SHELTER | $46,265 |
Hickory, NC PURPOSE: ADULT DAY CARE AND ADULT DAY HEALTH SERVICES FOR INDIVIDUALS IN CATAWBA COUNTY | $28,400 |
CATAWBA COUNTY COUNCIL ON ADOLESCENTS PURPOSE: IN SCHOOL PREVENTION OUTREACH AND LIFESKILLS PROGRAMS AND MONITORING PROGRAMS | $23,580 |
Lenoir, NC PURPOSE: DONOR DESIGNATIONS | $22,680 |
Grants Recieved
Over the last fiscal year, we have identified 19 grants that Catawba County United Way Inc has recieved totaling $122,246.
| Awarding Organization | Amount |
|---|---|
E Rhodes And Leona B Carpenter Foundation Radnor, PA PURPOSE: HELP WITH COSTS OF PURCHASING A VEHICLE AND ADDING LOGOS | $40,000 |
Corning Incorporated Foundation Corning, NY PURPOSE: COMMUNITY CAMPAIGN | $40,000 |
United Way Of Greater Charlotte Charlotte, NC PURPOSE: DONOR DESIGNATED 3RD PARTY FOR PROGRAM OPERATING COSTS | $16,368 |
Charities Aid Foundation America Alexandria, VA PURPOSE: CHARITABLE DONATION | $9,128 |
The Duke Energy Foundation Charlotte, NC PURPOSE: MATCHING GIFTS | $7,022 |
Foundation For The Carolinas Charlotte, NC PURPOSE: CHARITABLE GIFT | $7,000 |
Endowment Analysis
| Beg. Balance | $350,632 |
| Earnings | $5,536 |
| Ending Balance | $356,168 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
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 |
United Way Of Greater Knoxville Inc Knoxville, TN | $44,188,764 | $10,173,426 |
United Way Of The Midlands Columbia, SC | $21,822,205 | $12,356,591 |
United Way Of The Greater Triangle Inc Durham, NC | $8,988,793 | $10,685,118 |
United Way Of The Mid-South Memphis, TN | $15,939,575 | $10,736,980 |
United Way Of Greenville County Incorporated Greenville, SC | $26,398,141 | $12,601,521 |
Heritage Classic Foundation Hilton Head Island, SC | $10,740,368 | $11,355,325 |
United Way Of Greater Chattanooga Chattanooga, TN | $28,378,228 | $9,851,005 |