Burke County United Way
- Assets
- $402.8k
- Revenue
- $479.4k
- Investments
- $101.3k
- Employees
- 3
- Location
- Morganton, NC
- Founding
- 10/1971
- Data as of
- 06/2022
- EIN
- 56-0929553
Organization Overview
Burke County United Way is located in Morganton, NC. The organization was established in 1971. 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, Burke County United Way employed 3 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Burke County United Way 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, Burke County United Way generated $479.4k in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 1.8% each year. All expenses for the organization totaled $213.3k during the year ending 06/2022. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Burke County United Way has awarded 84 individual grants totaling $1,409,407. 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
CONNECTING YOUR GIFTS TO ACCOUNTABLE ORGANIZATIONS WORKING TO ELIMINATE POVERTY, POOR HEALTH AND ILLITERACY IN BURKE COUNTY.
Describe the Organization's Program Activity:
Part 3 - Line 4a
BURKE COUNTY UNITED WAY PROVIDES FINANCIAL SUPPORT TO AGENCIES WHICH OPERATE HUMAN SERVICE PROGRAMS IN BURKE COUNTY AND THE SURROUNDING AREA. THE UNITED WAY SEEKS TO MAXIMIZE THE SERVICES AVAILABLETO THESE PROGRAMS
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Maureen Mo Schwind Executive Director | OfficerTrustee | 20 | $11,969 |
Alan Wood VP Of Fund Development | OfficerTrustee | 2 | $0 |
Jean Vannoppen VP Marketing & Communicati | OfficerTrustee | 2 | $0 |
Rodney Harrelson President | OfficerTrustee | 2 | $0 |
Randy Loftis VP Of Table Rock Society & | OfficerTrustee | 2 | $0 |
Dallas Stoudenmire Treasurer | OfficerTrustee | 2 | $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 | $434,010 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $434,010 |
| Total Program Service Revenue | $0 |
| Investment income | $2,612 |
| 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 | $479,430 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $38,263 |
| 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 | $75,425 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $12,796 |
| Payroll taxes | $6,345 |
| Fees for services: Management | $1,116 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $7,631 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $0 |
| Advertising and promotion | $10,158 |
| Office expenses | $10,132 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $17,254 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $966 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $2,371 |
| All other expenses | $7,542 |
| Total functional expenses | $213,306 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $300,915 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $604 |
| 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 | $0 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $101,311 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $402,830 |
| Accounts payable and accrued expenses | $2,305 |
| 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 | $897 |
| Total liabilities | $3,202 |
| Net assets without donor restrictions | $185,869 |
| Net assets with donor restrictions | $213,759 |
| 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 | $402,830 |
Grants Awarded
Over the last fiscal year, Burke County United Way has awarded $188,700 in support to 6 organizations.
| Grant Recipient | Amount |
|---|---|
BURKE COUNTY PUBLIC SCHOOLS PURPOSE: TO PROVIDE ASSISTANCE WITH HOTSPOTS TO HELP RURAL AREAS WITH TECHNOLOGY TO ASSIST IN ONLINE LEARNING DUE TO COVID | $72,700 |
Morganton, NC PURPOSE: PROVIDES ADULTS AND CHILDREN WHO ARE VICTIMS OF DOMESTIC VIOLENCE WITH PROFESSIONAL COUNSELING | $53,000 |
Morganton, NC PURPOSE: PROVIDES TRANSITIONAL HOUSING TO HOMELESS MEN & A RECOVERY PROGRAM THAT CONCENTRATES ON HEALTH & EMPLOYMENT. | $25,000 |
Morganton, NC PURPOSE: EDUCATIONAL ONE ON ONE ADULT COUNSELING ASSISTANCE WITH LEARNING TO READ AND WRITE | $14,000 |
Rutherford College, NC PURPOSE: ASSISTANCE TO THE ELDERLY AND HANDICAPPED WITH HOME REPAIRS NAD THE BUILDING OF HANDICAP ASSISTANCE STRUCTURES WHERE OTHER FUNDING IS NOT AVAILABLE. | $12,000 |
GOOD SAMARITAN CLINIC PURPOSE: ASSISTANCE TO THOSE WHO DO NOT HAVE INSURANCE BY PROVIDING MEDICAL DIAGNOSIS, TREATMENT, TESTING & MEDICATIONS. | $12,000 |
Grants Recieved
Over the last fiscal year, we have identified 8 grants that Burke County United Way has recieved totaling $277,287.
| Awarding Organization | Amount |
|---|---|
Dogwood Health Trust Asheville, NC PURPOSE: GENERAL SUPPORT FOR BURKE COUNTY UNITED WAY | $122,613 |
Dogwood Health Trust Asheville, NC PURPOSE: BURKE COUNTY UNITED WAY FUNDING REQUEST | $122,613 |
Gateway Wellness Foundation Marion, NC PURPOSE: CHILDCARE FOR ALICE FAMILIES | $20,000 |
Huffman-Cornwell Foundation Raleigh, NC PURPOSE: GENERAL PURPOSE | $10,000 |
Truist Foundation Inc Orlando, FL PURPOSE: GENERAL OPERATING | $1,500 |
Horton Foundation Naples, FL PURPOSE: FOR OPERATIONS AT RECIPIENT'S DISCRETION | $300 |
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 |