Burke County United Way
- Assets
- $410.2k
- Revenue
- $423.5k
- Investments
- $178.2k
- Employees
- 3
- Location
- Morganton, NC
- Founding
- 10/1971
- Data as of
- 06/2024
- 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 06/2024, 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 06/2024, Burke County United Way generated $423.5k in total revenue. The organization has seen a slow decline revenue. Over the past 9 years, revenues have fallen by an average of 0.0% each year. All expenses for the organization totaled $484.9k during the year ending 06/2024. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Burke County United Way has awarded 87 individual grants totaling $1,604,973. 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
2024
Describe the Organization's Mission:
Part 3 - Line 1
BUILDING A STRONGER BURKE COUNTY COMMUNITY BY EMPOWERING SELF- SUFFICIENCY, INCREASING HOUSING STABILITY, AND FOSTERING OPPORTUNITIES AND SUCCESSES FOR YOUTH. WE ENVISION A COMMUNITY WHERE ALL BURKE COUNTY INDIVIDUALS AND FAMILIES ARE EQUIPPED TO LIVE INDEPENTLY AND THRIVE.
Describe the Organization's Program Activity:
Part 3 - Line 4a
BURKE COUNTY UNITED WAY'S FOCUS AREAS DEVELOP STRONG FAMILIES. WE BELIEVE THAT BY BUILDING STRONG INDIVIDUALS, IT BUIDS STRONG FAMILIES, AND STRONG FAMILIES BUILD A STRONG COMMUNITY. FOCUS AREAS: FINANCIAL SELF SUFFICIENCY: INDIVIDUALS/ FAMILIES RECEIVE PERSONALIZED FINANCIAL COACHING THAT ASSISTS INDIVIDUALS WITH SAFE AND FAIR BANKING PRACTICES, REDUCING DEBT TO INCOME RATIO, IMPROVING CREDIT SCORES, BUILDING SAVINGS, AND HOUSING STABILITY EFFORTS. WE PROVIDE FINANCIAL COACHING FOR BOTH HABITAT FOR HUMANITY AND OPEN HEARTS PLACE, BOTH ORGANIZATIONS THAT CREATE HOUSING STABILITY OPPORTUNITIES. CHILDCARE FOR WORKING FAMILIES: CHILDCARE SUBSIDIES ARE PROVIDED TO APPROVED APPLICANTS WHOSE INCOME IS BELOW 200 % OF THE FEDERAL POVERTY LEVEL. SUBSIDY IS PROVIDED FOR SCHOOL-AGE CHILDREN ENROLLED IN THE YMCA CHILDCARE AND CAMP PROGRAMS. OUR CHILDCARE FAMILIES ARE REFERRED TO OUR FINANCIAL EMPOWERMENT PROGRAM TO WORK WITH CERTIFIED FINANCIAL COACHES. YOUTH SUCCESS: WE IMPACT THE ACADEMIC, EMOTIONAL AND SOCIAL WELL BEING OF BURKE COUNTY YOUTH THROUGH VARIOUS PORGRAMMING EFFORTS, ADDITIONALLY COORDINATE ACCESS TO OPPORTUNITIES SUCH AS EXTRACURRIUCULAR ACTIVITIES, SCHOOL SUPPLIES, HYGIENE KITS, CHRISTMAS GIFTS, READING BUDDIES, AND FAMILY MOVIE NIGHTS.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Rodney Harrelson Board Member | OfficerTrustee | 2 | $0 |
Alan Wood President | OfficerTrustee | 2 | $0 |
Jean Vannoppen Board Member | OfficerTrustee | 2 | $0 |
Cheryl Shuffler Board Member | OfficerTrustee | 2 | $0 |
Dallas Stoudenmire Board Member | Trustee | 1 | $0 |
Randy Burns Board Member | Trustee | 1 | $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 | $383,917 |
| Noncash contributions included in lines 1a–1f | $33,070 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $383,917 |
| Total Program Service Revenue | $0 |
| Investment income | $8,902 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $22,760 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $423,540 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $249,025 |
| 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 | $99,877 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $11,812 |
| Payroll taxes | $8,633 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $10,201 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $0 |
| Advertising and promotion | $15,183 |
| Office expenses | $6,665 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $15,484 |
| Travel | $172 |
| 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 | $275 |
| Insurance | $2,590 |
| All other expenses | $12,049 |
| Total functional expenses | $484,929 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $230,475 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $628 |
| 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 | $923 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $178,154 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $410,180 |
| Accounts payable and accrued expenses | $4,695 |
| 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 | $1,796 |
| Total liabilities | $6,491 |
| Net assets without donor restrictions | $168,739 |
| Net assets with donor restrictions | $234,950 |
| 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 | $410,180 |
Grants Awarded
Over the last fiscal year, Burke County United Way has awarded $195,566 in support to 3 organizations.
| Grant Recipient | Amount |
|---|---|
YMCA OF CATAWBA VALLEY PURPOSE: TO PROVIDE ASSISTANCE WITH CHILDCARE | $95,178 |
OPEN HEARTS PLACE PURPOSE: TO PROVIDE ASSISTANCE WITH AFFORDABLE HOUSING | $25,388 |
ALDER SPRINGS PURPOSE: TO PROVIDE HOUSING ASSISTANCE TO THE DEAF AND BLIND COMMUNITY | $75,000 |