Totals
- Total revenue
- $1,145,007
- Total expenses
- $1,425,666
- Contributions and grants received
- $1,099,334
- Grants paid
- $590,380
- Program service revenue
- $0
- Investment income
- $45,673
- Other revenue
- $0
- Total assets, end of year
- $2,410,909
- Total liabilities, end of year
- $206,337
- Net assets or fund balances, end of year
- $2,204,572
- Program services expenses (Part IX)
- $1,195,644
- Management and general expenses
- $109,626
- Fundraising expenses
- $120,396
- Program service expenses (Part III)
- $1,195,644
Program services were 83.9% 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.
-
1f · All other contributions, gifts and grants
$1,099,334
-
1g · Noncash contributions included above
$56,361
-
3 · Investment income
total $44,646 · related or exempt $44,646
-
7a · Gross sales of assets other than inventory
securities $14,843
-
7b · Less cost or other basis and sales expenses
securities $13,816
-
7c · Gain or loss
securities $1,027
-
7d · Net gain or loss
total $1,027 · excluded $1,027
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $590,380 · program services $590,380
-
7 · Other salaries and wages
total $288,504 · program services $181,467 · management and general $63,192 · fundraising $43,845
-
9 · Other employee benefits
total $86,257 · program services $54,861 · management and general $16,306 · fundraising $15,090
-
10 · Payroll taxes
total $20,759 · program services $12,708 · management and general $4,767 · fundraising $3,284
-
11c · Fees: accounting
total $7,881 · program services $4,965 · management and general $1,734 · fundraising $1,182
-
16 · Occupancy
total $16,902 · program services $10,648 · management and general $3,719 · fundraising $2,535
-
19 · Conferences, conventions and meetings
total $741 · program services $467 · management and general $163 · fundraising $111
-
22 · Depreciation, depletion and amortization
total $33,949 · program services $21,642 · management and general $3,395 · fundraising $8,912
-
23 · Insurance
total $5,360 · program services $3,377 · management and general $1,179 · fundraising $804
-
24a · Other expenses: EVENTS AND SPECIAL PROJ
total $215,323 · program services $215,323
-
24b · Other expenses: NON FINANCIAL ASSETS DI
total $56,361 · program services $56,361
-
24c · Other expenses: CAMPAIGN EXPENSES
total $34,288 · fundraising $34,288
-
24d · Other expenses: REPAIRS AND MAINTENANCE
total $18,378 · program services $11,578 · management and general $4,043 · fundraising $2,757
-
24e · All other expenses
total $50,583 · program services $31,867 · management and general $11,128 · fundraising $7,588
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $1,389,961 · end of year $1,396,619
-
2 · Savings and temporary cash investments
beginning of year $130,000 · end of year $130,000
-
3 · Pledges and grants receivable
beginning of year $378,058 · end of year $284,079
-
4 · Accounts receivable
beginning of year $3,005 · end of year $3,991
-
8 · Inventories for sale or use
beginning of year $835 · end of year $835
-
10a · Land, buildings and equipment: cost or other basis
$816,882
-
10b · Land, buildings and equipment: accumulated depreciation
$241,972
-
10c · Land, buildings and equipment, net
beginning of year $608,860 · end of year $574,910
-
11 · Investments: publicly traded securities
beginning of year $17,109 · end of year $20,475
-
17 · Accounts payable and accrued expenses
beginning of year $10,685 · end of year $22,750
-
25 · Other liabilities
beginning of year $31,914 · end of year $183,587
-
27 · Net assets without donor restrictions
beginning of year $2,017,593 · end of year $1,792,796
-
28 · Net assets with donor restrictions
beginning of year $467,636 · end of year $411,776
Mission and programs · 2024
Mission
THE MISSION OF CATAWBA COUNTY UNITED WAY IS TO BUILD RELATIONSHIPS AND TO SUPPORT OUR COMMUNITY THROUGH COLLABORATION, COMPASSION AND PURPOSE.
Activities or mission (Part I)
THE MISSION OF THE CATAWBA COUNTY UNITED WAY IS TO BUILD RELATIONSHIPS, AND TO SUPPORT OUR COMMUNITY THROUGH COLLABORATION, COMPASSION AND PURPOSE.
-
CATAWBA COUNTY UNITED WAY PROVIDES FUNDING TO SUPPORT 16 LOCAL NON PROFIT AGENCIES THAT SERVE THE INCOME, HEALTH AND EDUCATION IMPACT AREAS OF CATAWBA AND SURROUNDING COUNTIES. THE UNITED WAY ALSO FUNDS VARIOUS SPECIAL PROJECTS DURING THE YEAR INCLUDING 211 CALL CENTER, BACKPACK YOUTH, CHRISTMAS BUREAU, YOUTH COUNCIL AND OTHER SPECIFIC NEEDS WITHIN THE COMMUNITY.
Expenses $1,195,644 · Grants $590,380 · Revenue $45,673
-
CATAWBA COUNTY UNITED WAY WORKS WITHIN THE COMMUNITY TO OPERATE PROGRAMS IN THE PUBLIC INFORMATION AND COLLABORATION PROGRAM AREA.
-
CATAWBA COUNTY UNITED WAY WORKS WITHIN THE COMMUNITY TO OPERATE PROGRAMS IN THE PLANNING AND EVALUATION AREA.
As filed on the 2024 return.
Listed in Part VII
-
JOHANN LOUCHEZ
PRESIDENT
- Total calculated
- $0
- Hours/week
- 2
-
KIRSTEN MAYNARD
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 2
-
JOANNA VIOLA
TREASURER
- Total calculated
- $0
- Hours/week
- 2
-
HENRY MORPHIS
PAST PRESIDENT
- Total calculated
- $0
- Hours/week
- 2
-
PATRICK BROOS
CAMPAIGN CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
KAREN HARRINGTON
MEMBER AT LARGE
- Total calculated
- $0
- Hours/week
- 2
-
MARSHALL DEAL
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
CASSIA DOWDY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
HONEY ESTRADA
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
JAY TEETER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
JENNIFER WHIPPLE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
PAUL MURRAY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
KIMBERLY WHITLEY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
AVERY STALEY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
DR FELICIA SIMMONS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
MARCHETA CAMPBELL
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
BEVERLY DANNER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
SARAH RHODES
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
TAMMY SMITH
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
DR JENNIFER GRIFFIN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
DR BRETT STARR
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
MICHAEL EDWARDS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
DON BROWN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
CODY WIGLEY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
SUSAN MATTHEWS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
KRISTY HEDRICK
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
JANNA CHILTON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
REED BAER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
MARK BUMGARNER
EXECUTIVE DIRECTOR
- Total calculated
- $83,366
- From this org
- $83,366
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
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
-
$95,000
FIRST STEP SEXUAL ASSAULT, DOMESTIC VIOLENCE , CONSUMER CREDIT AND INDIVIDUAL AND FAMILY COUNSELING
-
$70,000
FINANCIAL CRISIS ASSISTANCE AND HOMELESS SHELTER
-
IN SCHOOL PREVENTION OUTREACH AND LIFESKILLS PROGRAMS AND MONITORING PROGRAMS
-
$60,000
TRANSITIONAL HOUSING AND SUPPORT FOR MEDICALLY ASSISTED RECOVERY
-
CATAWBA VALLEY BEHAVIORAL HEALTH
$35,000
ASSIST LOCAL MENTAL HEALTH PROVIDER
-
$35,000
ADULT DAY CARE AND ADULT DAY HEALTH SERVICES FOR INDIVIDUALS IN CATAWBA COUNTY
-
AFTER SCHOOL AND SUMMER SCHOOL PROGRAMS
-
IMAGINATION LIBRARY PROGRAM
-
SENIOR NUTRITON SERVICES
-
$25,000
HOUSTON TRANSITIONAL HOUSING PROGRAM
The 10 largest by cash amount. The API serves every itemized grant.
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 9 July 2025
- IRS schema version
- 2024v5.2
- Source object
- 202542109349301454
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.