Caldwell County United Fund
- Assets
- $482.6k
- Revenue
- $404.9k
- Investments
- $0.0
- Employees
- 2
- Location
- Lenoir, NC
- Founding
- 01/1950
- Data as of
- 06/2021
- EIN
- 56-6067038
Organization Overview
Caldwell County United Fund is located in Lenoir, NC. The organization was established in 1950. 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 06/2021, Caldwell County United Fund employed 2 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Caldwell County United Fund 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 06/2021, Caldwell County United Fund generated $404.9k in total revenue. The organization has seen a slow decline revenue. Over the past 7 years, revenues have fallen by an average of (0.5%) each year. All expenses for the organization totaled $341.5k during the year ending 06/2021. As we would expect to see with falling revenues, expenses have declined by (3.3%) per year over the past 7 years. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Caldwell County United Fund has awarded 88 individual grants totaling $1,668,485. 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 ORGANIZATION'S MISSION IS TO RAISE FUNDS THROUGH AN ANNUAL FUNDRAISING DRIVE AND DISTRIBUTE THE FUNDS TO PARTICIPATING AGENCIES THAT PROVIDE COMMUNITY AND PUBLIC HEALTH
Describe the Organization's Program Activity:
Part 3 - Line 4a
THE ORGANIZATION RAISED FUNDS THROUGH ITS ANNUAL FUNDRAISING DRIVE AND DISTRIBUTED THE FUNDS TO PARTICIPATING AGENCIES WHO USE THE FUNDS TO PROVIDE COMMUNITY AND PUBLIC HEALTH SERVICES.
ALL OTHER ACCOMPLISHMENT THESE ARE FUNDS USED IN PROVIDING THE NECESSARY SUPPORT TO PARTICIPATING AGENCIES.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Jamie Willis Executive Director | Officer | 40 | $63,609 |
Rebecca Hall Director Of Finance/marketing | Officer | 40 | $29,663 |
Jon Blair Treasurer | Officer | 1 | $0 |
Jesse Trivette President | Officer | 1 | $0 |
Mitchell Laws Director | Trustee | 1 | $0 |
Angie Crump Director | Trustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Total Revenue from Contributions, Gifts, Grants & Similar | $402,688 |
| Investment income | $2,204 |
| 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 | $404,892 |
| Statement of Expenses | |
|---|---|
| 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. | $85,846 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $13,369 |
| Payroll taxes | $7,301 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $0 |
| 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 | $6,226 |
| Information technology | $1,452 |
| Royalties | $0 |
| Occupancy | $3,975 |
| Travel | $1,044 |
| 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 | $2,960 |
| Insurance | $0 |
| All other expenses | $0 |
| Total functional expenses | $341,470 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $29,765 |
| Savings and temporary cash investments | $283,686 |
| Pledges and grants receivable | $166,905 |
| 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 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $482,578 |
| Accounts payable and accrued expenses | $0 |
| 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 | $1,186 |
| Total liabilities | $1,186 |
| Net assets without donor restrictions | $0 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Total liabilities and net assets/fund balances | $481,392 |
Grants Awarded
Over the last fiscal year, Caldwell County United Fund has awarded $143,260 in support to 9 organizations.
| Grant Recipient | Amount |
|---|---|
Granite Falls, NC PURPOSE: FOOD PROGRAM | $33,000 |
Lenoir, NC PURPOSE: HELP WITH OPERATING COST OF YOKEFELLOW | $25,500 |
Lenoir, NC PURPOSE: SUPPORT FOOD PROGRAM | $20,000 |
Lenoir, NC PURPOSE: ASSIST WITH OVERALL SHELTER OPERATIONS | $16,000 |
Lenoir, NC PURPOSE: SUPPORT PROGRAMS FOR 450 STUDENTS | $15,000 |
DSS-CALDWELL CO EMERGENCY ASSIST PURPOSE: EMERGENCY ISSUES FOR LOW-INCOME FAMILIES | $12,500 |
Grants Recieved
Over the last fiscal year, we have identified 4 grants that Caldwell County United Fund has recieved totaling $92,870.
| Awarding Organization | Amount |
|---|---|
Heritage Home Group Charitable Trust Las Vegas, NV PURPOSE: GENERAL SUPPORT | $55,000 |
Catawba County United Way Inc Hickory, NC PURPOSE: DONOR DESIGNATIONS | $22,680 |
North Carolina Community Foundation Inc Raleigh, NC PURPOSE: PUBLIC & SOCIETAL BENEFIT | $10,000 |
United Way Of Greater Charlotte Charlotte, NC PURPOSE: DONOR DESIGNATED 3RD PARTY FOR PROGRAM OPERATING COSTS | $5,190 |
Endowment Analysis
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 |