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Nonprofiteer
← UNITED WAY OF THE PIEDMONT INC

Form 990 for tax year 2022

Filed by UNITED WAY OF THE PIEDMONT INC.

Totals

Total revenue
$13,287,779
Total expenses
$13,953,442
Contributions and grants received
$13,045,318
Grants paid
$3,040,892
Program service revenue
$231,466
Investment income
$14,759
Other revenue
-$3,764
Total assets, end of year
$3,314,453
Total liabilities, end of year
$1,439,827
Net assets or fund balances, end of year
$1,874,626
Program services expenses (Part IX)
$13,032,153
Management and general expenses
$659,734
Fundraising expenses
$261,555
Program service expenses (Part III)
$13,032,153

Program services were 93.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1a · Federated campaigns

    $3,842,747

  • 1c · Fundraising events

    $1,500

  • 1e · Government grants (contributions)

    $286,237

  • 1f · All other contributions, gifts and grants

    $8,914,834

  • 1g · Noncash contributions included above

    $7,882,367

  • 2a · Program service revenue: GIFT IN KIND CENTER FEES

    total $125,159 · related or exempt $125,159

  • 2b · Program service revenue: ADMIN FEES

    total $39,847 · related or exempt $39,847

  • 2c · Program service revenue: AFFILIATE RENTAL INCOME

    total $31,550 · related or exempt $31,550

  • 2d · Program service revenue: ERA1 ADMIN FEES

    total $28,000 · related or exempt $28,000

  • 2e · Program service revenue: UWW REIMBURSEMENTS

    total $4,110 · related or exempt $4,110

  • 2f · All other program service revenue

    total $2,800 · related or exempt $2,800

  • 3 · Investment income

    total $14,759 · excluded $14,759

  • 8a · Fundraising events: gross income

    $9,632

  • 8a · Fundraising events: contributions included on line 1c

    $1,500

  • 8b · Fundraising events: direct expenses

    $13,396

  • 8c · Net income from fundraising events

    total -$3,764 · excluded -$3,764

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $3,040,892 · program services $3,040,892

  • 5 · Compensation of officers, directors and key employees

    total $287,546 · program services $33,899 · management and general $245,223 · fundraising $8,424

  • 7 · Other salaries and wages

    total $1,441,331 · program services $1,170,341 · management and general $103,502 · fundraising $167,488

  • 8 · Pension plan contributions

    total $33,105 · program services $30,564 · fundraising $2,541

  • 9 · Other employee benefits

    total $143,129 · program services $122,909 · management and general $7,558 · fundraising $12,662

  • 10 · Payroll taxes

    total $137,786 · program services $97,894 · management and general $25,930 · fundraising $13,962

  • 11b · Fees: legal

    total $1,593 · program services $1,593

  • 11c · Fees: accounting

    total $20,000 · management and general $20,000

  • 11g · Fees: other

    total $151,236 · program services $146,934 · fundraising $4,302

  • 12 · Advertising and promotion

    total $1,345 · program services $942 · management and general $262 · fundraising $141

  • 13 · Office expenses

    total $32,707 · program services $22,958 · management and general $6,337 · fundraising $3,412

  • 14 · Information technology

    total $70,748 · program services $50,340 · management and general $13,265 · fundraising $7,143

  • 16 · Occupancy

    total $176,595 · program services $158,211 · management and general $11,950 · fundraising $6,434

  • 17 · Travel

    total $25,999 · program services $21,293 · management and general $3,059 · fundraising $1,647

  • 19 · Conferences, conventions and meetings

    total $17,826 · program services $14,651 · management and general $2,064 · fundraising $1,111

  • 21 · Payments to affiliates

    total $60,566 · program services $42,425 · management and general $11,792 · fundraising $6,349

  • 22 · Depreciation, depletion and amortization

    total $7,260 · program services $6,084 · management and general $764 · fundraising $412

  • 23 · Insurance

    total $29,260 · program services $21,991 · management and general $4,725 · fundraising $2,544

  • 24a · Other expenses: GIFTS IN KIND

    total $7,850,260 · program services $7,850,260

  • 24b · Other expenses: BAD DEBT EXPENSE

    total $174,016 · management and general $174,016

  • 24c · Other expenses: EQUIPMENT

    total $98,681 · program services $74,306 · management and general $15,844 · fundraising $8,531

  • 24d · Other expenses: DUES AND SUBSCRIPTIONS

    total $37,036 · program services $27,754 · management and general $6,033 · fundraising $3,249

  • 24e · All other expenses

    total $114,525 · program services $95,912 · management and general $7,410 · fundraising $11,203

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    end of year $416,976

  • 2 · Savings and temporary cash investments

    beginning of year $546,048 · end of year $56,939

  • 3 · Pledges and grants receivable

    beginning of year $1,942,878 · end of year $1,741,260

  • 4 · Accounts receivable

    beginning of year $475,336 · end of year $266,812

  • 9 · Prepaid expenses and deferred charges

    beginning of year $64,134 · end of year $58,275

  • 10a · Land, buildings and equipment: cost or other basis

    $293,441

  • 10b · Land, buildings and equipment: accumulated depreciation

    $287,852

  • 10c · Land, buildings and equipment, net

    beginning of year $12,848 · end of year $5,589

  • 12 · Investments: other securities

    beginning of year $1,011,676 · end of year $768,602

  • 17 · Accounts payable and accrued expenses

    beginning of year $61,308 · end of year $86,494

  • 19 · Deferred revenue

    beginning of year $695,636 · end of year $604,838

  • 25 · Other liabilities

    beginning of year $733,051 · end of year $748,495

  • 31 · Retained earnings, endowment or other funds

    beginning of year $2,562,925 · end of year $1,874,626

Mission and programs · 2022

Mission

TOGETHER WE ARE STRENGTHENING EDUCATIONAL OPPORTUNITY, ECONOMIC MOBILITY, AND ACCESS TO HEALTHCARE FOR FAMILIES ACROSS SPARTANBURG, CHEROKEE, AND UNION COUNTIES IN SOUTH CAROLINA.

Activities or mission (Part I)

OUR MISSION IS TO CONNECT, ENGAGE AND INSPIRE PEOPLE TO TRANSFORM OUR COMMUNITY.

  • COMMUNITY INVESTMENT - UNITED WAY INVESTS OUR FINANCIAL RESOURCES IN CRITICAL PROGRAMS AND SERVICES THROUGHOUT OUR THREE-COUNTY REGION THROUGH THE COMMUNITY INVESTMENT PROCESS. VOLUNTEERS REPRESENTING UNITED WAY'S DONOR BASE REVIEW AGENCY PROGRAM APPLICATIONS AND RECOMMEND FUNDING LEVELS TO THE BOARD OF DIRECTORS IN THE AREAS OF EDUCATION, ECONOMIC MOBILITY, AND HEALTH. WE INVESTED OVER 1.7 MILLION IN 66 AGENCIES AND ABOUT 82 PROGRAMS IN THE INVESTMENT PROCESS. IN ADDITION, DURING THE PERIOD ENDING MARCH 31, 2023, UNITED WAY COORDINATED APPROXIMATELY 150,000 IN FUNDS DESIGNATED TO SPECIFIC AGENCIES BY OUR DONORS.

    Expenses $1,773,920 · Grants $1,701,653 · Revenue $43,957

  • COMMUNITY ENGAGEMENT/EDUCATION - 1) UNITED WAY SEEKS TO ENGAGE COMMUNITY CITIZENS IN GIVING, ADVOCACY, AND VOLUNTEERISM. WE EDUCATE OUR CITIZENS ABOUT SOCIAL AND ECONOMIC CONCERNS THAT FACE OUR REGION AND THEN CHANNEL THEIR INTEREST INTO THE APPROPRIATE VENUE. MUCH OF OUR ADVOCACY IS ROOTED IN OUR PARTNERSHIPS WITH FOUNDATIONS AND PUBLIC ENTITIES ON THE COMMUNITY INDICATORS PROJECTS. 2) OUR VOLUNTEER CENTER PROVIDES VOLUNTEER MATCHING SERVICES FOR INDIVIDUALS AND GROUPS. IN FY 2022-2023, WE COORDINATED MORE THAN 32,000 HOURS OF SERVICE. OUR VOLUNTEER INCOME TAX ASSISTANCE INITIATIVE PREPARED TAX RETURNS FREE OF CHARGE FOR NEARLY 1,900 AREA FAMILIES, RETURNING MORE THAN 2.9 MILLION IN REFUNDS AND 800,000 IN CREDITS TO OUR COMMUNITY, AS WELL AS SAVING OVER 415,000 IN FILING FEES. 3) UNITED WAY LEADS THE BEHAVIORAL HEALTH TASK FORCE, WHICH INVOLVES NUMEROUS COMMUNITY LEADERS WHOSE FOCUS IS ON INCREASING THE NUMBER OF INDIVIDUALS IN OUR COMMUNITY WHO HAVE ACCESS TO NEEDED BEHAVIORAL HEALTH SERVICES, INVESTING FUNDS AND STAFF TIME TOWARD THIS EFFORT. 4) UNITED WAY LEADS AN ECONOMIC MOBILITY INITIATIVE INVOLVING NUMEROUS COMMUNITY LEADERS TO BETTER ADDRESS ISSUES RELATED TO POVERTY. AREAS OF FOCUS INCLUDE TRANSPORTATION; JOB TRAINING AND EMPLOYMENT; CRIMINAL BACKGROUND CHECKS AND DRUG SCREENINGS FOR EMPLOYMENT; AFFORDABLE, QUALITY SECOND AND THIRD SHIFT CHILDCARE; PERSONAL MOTIVATION AND ACCOUNTABILITY; FINANCIAL LITERACY; AND SAFE, AFFORDABLE HOUSING. THE BOLD GOAL IS TO DECREASE THE NUMBER OF INDIVIDUALS BELOW SELF-SUFFICIENCY BY 10% IN 10 YEARS. 5) UNITED WAY OF THE PIEDMONT MANAGES TWO NONPROFIT PARTNERSHIP CENTERS IN CHEROKEE AND UNION COUNTIES. THIS EFFORT GIVES LOCAL AGENCIES THAT ARE ANCHORED IN SPARTANBURG COUNTY, BUT SERVE THE TWO OUTLYING COUNTIES, THE OPPORTUNITY TO HAVE A PHYSICAL PRESENCE AND PROVIDE SERVICES TO THE RESIDENTS OF THESE TWO COUNTIES. 6) UNITED WAY'S 2-1-1 HELPLINE PROVIDES INFORMATION AND REFERRALS TO INDIVIDUALS IN NEED. ANNUALLY, UNITED WAY PROVIDED 14,771 REFERRALS TO COMMUNITY ORGANIZATIONS.

    Expenses $3,184,031 · Grants $1,339,239 · Revenue $62,350

  • THE GIFTS IN KIND CENTER IS A PROGRAM TO DISTRIBUTE PRODUCTS DONATED BY NATIONAL RETAILERS TO NON-PROFIT ORGANIZATIONS. LOW-COST MEMBERSHIP IS OFFERED TO THESE NON-PROFIT ORGANIZATIONS THAT PROVIDE ASSISTANCE TO THE ILL, NEEDY, YOUTH AND OTHERWISE DISADVANTAGED. DURING FY 2022-23, APPROXIMATELY 7.9 MILLION IN GOODS WERE DISTRIBUTED TO OVER 100 AGENCIES AND ORGANIZATIONS.

    Expenses $8,074,202 · Revenue $125,159

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Paige Stephenson

    PRESIDENT/CE

    Total calculated
    $167,274
    From this org
    $152,670
    From related orgs
    $0
    Other
    $14,604
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $143,070
    Bonus
    not reported
    Other
    $9,600
    Deferred
    $4,346
    Nontaxable benefits
    $10,258
    Filer's total
    $167,274

  • Deborah Bertelsman

    VP OF FINANC

    Total calculated
    $123,615
    From this org
    $110,188
    From related orgs
    $0
    Other
    $13,427
    Hours/week
    40

  • Kathleen Brady

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Earl Alexander

    SECRETARY/TR

    Total calculated
    $0
    Hours/week
    1

  • Anu Agarwal

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Rob Barrett

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Denise Beers-Kiepper

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jay Beeson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Walter Bennett

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Dawn Bingham

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Reggie Browning

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jennifer Cash

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Maquice Clark

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Scott Cochran

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Parkes Coggins

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Kurt Dallas

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Kevin Drake

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Shaunte Evans

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Dana Fall

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Sky Foster

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Joey Fowler

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Dana Gottman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Angela Halstead

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Bennie Harris

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Craig Haydamack

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Todd Horne

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Mitch Kennedy

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Renee Klein

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Beth Lancaster

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Lori McMillan

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Andrea Moore

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Paul Newhouse

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Lance Radford

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Laura Barbas-Rhoden

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Chris Santoro

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jim Shank

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Bryan Stone

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jonathan Waller

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Timika Wilson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Steven Wise

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type
form_990
Tax year
2022
Filed
20 February 2024
IRS schema version
2022v5.0
Source object
202400519349300815

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