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Nonprofiteer
← UNITED WAY OF IREDELL COUNTY INC

Form 990 for tax year 2022

Filed by UNITED WAY OF IREDELL COUNTY INC.

Totals

Total revenue
$946,836
Total expenses
$1,198,723
Contributions and grants received
$874,095
Grants paid
$605,550
Program service revenue
$0
Investment income
$112
Other revenue
$72,629
Total assets, end of year
$3,955,462
Total liabilities, end of year
$513,378
Net assets or fund balances, end of year
$3,442,084
Program services expenses (Part IX)
$951,237
Management and general expenses
$112,000
Fundraising expenses
$135,486
Program service expenses (Part III)
$951,237

Program services were 79.4% 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.

  • 1e · Government grants (contributions)

    $23,839

  • 1f · All other contributions, gifts and grants

    $850,256

  • 1g · Noncash contributions included above

    $90,100

  • 3 · Investment income

    total $112 · excluded $112

  • 6a · Gross rents

    real property $67,961

  • 6c · Rental income or loss

    real property $67,961

  • 6d · Net rental income or loss

    total $67,961 · excluded $67,961

  • 11a · Other revenue: ADMIN FEE REVENUES

    total $2,351 · excluded $2,351

  • 11b · Other revenue: SALES TAX REFUNDS

    total $1,797 · excluded $1,797

  • 11c · Other revenue: EXPENSE REIMBURSEMENT

    total $520 · excluded $520

  • 11e · Other revenue, total

    $4,668

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $605,550 · program services $605,550

  • 5 · Compensation of officers, directors and key employees

    total $85,283 · program services $34,113 · management and general $25,585 · fundraising $25,585

  • 7 · Other salaries and wages

    total $149,005 · program services $78,383 · management and general $30,402 · fundraising $40,220

  • 9 · Other employee benefits

    total $5,465 · program services $2,627 · management and general $1,306 · fundraising $1,532

  • 10 · Payroll taxes

    total $18,083 · program services $8,375 · management and general $3,993 · fundraising $5,715

  • 11c · Fees: accounting

    total $21,000 · management and general $21,000

  • 11f · Fees: investment management

    total $19,764 · program services $19,764

  • 12 · Advertising and promotion

    total $6,341 · program services $4,771 · management and general $785 · fundraising $785

  • 13 · Office expenses

    total $5,813 · program services $2,793 · management and general $1,389 · fundraising $1,631

  • 14 · Information technology

    total $15,066 · program services $7,241 · management and general $3,600 · fundraising $4,225

  • 16 · Occupancy

    total $55,301 · program services $26,579 · management and general $13,215 · fundraising $15,507

  • 17 · Travel

    total $9,107 · program services $7,191 · management and general $882 · fundraising $1,034

  • 19 · Conferences, conventions and meetings

    total $3,565 · program services $3,565

  • 21 · Payments to affiliates

    total $11,172 · program services $6,703 · fundraising $4,469

  • 22 · Depreciation, depletion and amortization

    total $16,495 · program services $7,928 · management and general $3,942 · fundraising $4,625

  • 23 · Insurance

    total $18,861 · program services $3,444 · management and general $977 · fundraising $14,440

  • 24a · Other expenses: IN-KIND DISBURSEMENTS

    total $60,099 · program services $60,099

  • 24b · Other expenses: SPECIAL EVENT EXPENSE

    total $44,320 · program services $44,320

  • 24c · Other expenses: 211 EXPENSE

    total $14,983 · program services $14,983

  • 24d · Other expenses: CAMPAIGN SUPPLIES

    total $13,647 · program services $3,411 · fundraising $10,236

  • 24e · All other expenses

    total $19,803 · program services $9,397 · management and general $4,924 · fundraising $5,482

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $115,795 · end of year $70,700

  • 2 · Savings and temporary cash investments

    beginning of year $3,407 · end of year $3,460

  • 3 · Pledges and grants receivable

    beginning of year $316,724 · end of year $288,487

  • 4 · Accounts receivable

    beginning of year $13,255 · end of year $34,628

  • 9 · Prepaid expenses and deferred charges

    beginning of year $5,345 · end of year $5,912

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

    $650,532

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

    $313,825

  • 10c · Land, buildings and equipment, net

    beginning of year $329,219 · end of year $336,707

  • 11 · Investments: publicly traded securities

    beginning of year $1,072

  • 13 · Investments: program-related

    beginning of year $3,021,469 · end of year $3,080,779

  • 15 · Other assets

    beginning of year $57,847 · end of year $134,789

  • 17 · Accounts payable and accrued expenses

    beginning of year $18,174 · end of year $13,737

  • 19 · Deferred revenue

    beginning of year $6,591

  • 25 · Other liabilities

    beginning of year $420,318 · end of year $499,641

  • 27 · Net assets without donor restrictions

    beginning of year $2,722,302 · end of year $2,639,625

  • 28 · Net assets with donor restrictions

    beginning of year $696,748 · end of year $802,459

Mission and programs · 2022

Mission

VOLUNTEER ORGANIZATION DEDICATED TO ENRICHING THE QUALITY OF LIFE BY UNITING CITIZENS AND AGENCIES IN A COMMUNITY-WIDE EFFORT TO PLAN, SUPPORT, DELIVER, AND MONITOR EFFECTIVE HEALTH AND HUMAN CARE SERVICES RESPONSIVE TO COMMUNITY NEEDS.

  • COMMUNITY INVESTMENT: 35 COMMUNITY VOLUNTEERS VISITING AND REVIEWING OVER 29 UNITED WAY AGENCIES, THEN MAKING THE DECISIONS ALONG WITH OUR BOARD OF DIRECTORS AS TO HOW THE COMMUNITY'S GIFTS ARE TO BE ALLOCATED. THIS CITIZEN REVIEW PROCESS OFFERS UNITED WAY DONORS A LEVEL OF ACCOUNTABILITY OFFERED BY NO OTHER LOCAL CHARITY, A DIRECT ROUTE TO WHERE THE MONEY IS NEEDED THE MOST, AND MEASURED RESULTS. THESE PANELS ALSO MAKE RECOMMENDATIONS FOR THE AGENCIES' CONSIDERATION IN THE HOPES TO STRENGTHEN THEIR ORGANIZATION. UNITED WAY ALSO OFFERED A MANAGEMENT ASSISTANCE TEAM TO ASSIST.

    Expenses $951,237 · Grants $605,550

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

Listed in Part VII

  • BRETT ECKERMAN

    EXECUTIVE DI

    Total calculated
    $80,028
    From this org
    $77,697
    From related orgs
    $0
    Other
    $2,331
    Hours/week
    40

  • DAVID ADDISON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.48

  • KIM ATWELL

    2021 CAMPAIG

    Total calculated
    $0
    Hours/week
    0.87

  • DR JAMES BRUNSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.48

  • GREG CAIN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.48

  • CATHY CHAMBERS

    AT LARGE MEM

    Total calculated
    $0
    Hours/week
    0.48

  • MARIAN CLARK

    VP FUND DIST

    Total calculated
    $0
    Hours/week
    0.87

  • DAWN CLARKE

    ENDOWMENT CH

    Total calculated
    $0
    Hours/week
    0.87

  • MICHAEL COOK

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.48

  • RAY ENGLEBERT

    AT LARGE MEM

    Total calculated
    $0
    Hours/week
    0.48

  • STEVE GARRETT

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.48

  • DR JEFF JAMES

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.48

  • CAROLYN LENT

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.48

  • DARLENE MCCLAIN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.48

  • MILDRED MINOR

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.48

  • MAUREEN MOORE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.48

  • BETH MULL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.48

  • CHRIS NICHOLS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.48

  • GINA PARKER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.48

  • LARRY PIZZORNI

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.48

  • MELISSA PREVETTE

    TREASURER

    Total calculated
    $0
    Hours/week
    0.87

  • NANCY RATH

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.48

  • SUMMER RAUB

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.48

  • ANDREW RUTTER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.48

  • DIANNE SANDERS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.48

  • RHYNE SCOTT

    VP, PLANNING

    Total calculated
    $0
    Hours/week
    0.87

  • REGINA SKINNER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.48

  • ERSKINE SMITH

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.48

  • RON SMITH

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.48

  • SHANNON VIERA

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1.25

  • BUD WELCH

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.48

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.

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
27 December 2023
IRS schema version
2022v5.0
Source object
202440339349300804

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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