Totals
- Total revenue
- $423,540
- Total expenses
- $484,929
- Contributions and grants received
- $383,917
- Grants paid
- $249,025
- Program service revenue
- $0
- Investment income
- $8,902
- Other revenue
- $30,721
- Total assets, end of year
- $410,180
- Total liabilities, end of year
- $6,491
- Net assets or fund balances, end of year
- $403,689
- Program services expenses (Part IX)
- $396,879
- Management and general expenses
- $27,490
- Fundraising expenses
- $60,560
- Program service expenses (Part III)
- $396,879
Program services were 81.8% 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
$383,917
-
1g · Noncash contributions included above
$33,070
-
3 · Investment income
total $8,902 · related or exempt $8,902
-
8a · Fundraising events: gross income
$27,419
-
8b · Fundraising events: direct expenses
$4,659
-
8c · Net income from fundraising events
total $22,760 · excluded $22,760
-
11a · Other revenue: BURKE COUNTY AND 211
total $6,582 · related or exempt $6,582
-
11b · Other revenue: MISCELLANEOUS REVENUE
total $1,379 · related or exempt $1,379
-
11e · Other revenue, total
$7,961
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $249,025 · program services $249,025
-
7 · Other salaries and wages
total $99,877 · program services $74,909 · management and general $12,484 · fundraising $12,484
-
9 · Other employee benefits
total $11,812 · program services $8,858 · management and general $1,477 · fundraising $1,477
-
10 · Payroll taxes
total $8,633 · program services $6,475 · management and general $1,079 · fundraising $1,079
-
11c · Fees: accounting
total $10,201 · program services $6,733 · management and general $1,734 · fundraising $1,734
-
12 · Advertising and promotion
total $15,183 · program services $9,109 · management and general $3,037 · fundraising $3,037
-
13 · Office expenses
total $6,665 · program services $3,333 · management and general $1,666 · fundraising $1,666
-
16 · Occupancy
total $15,484 · program services $10,220 · management and general $2,632 · fundraising $2,632
-
17 · Travel
total $172 · program services $114 · management and general $29 · fundraising $29
-
22 · Depreciation, depletion and amortization
total $275 · program services $137 · management and general $69 · fundraising $69
-
23 · Insurance
total $2,590 · program services $1,710 · management and general $440 · fundraising $440
-
24a · Other expenses: SPECIAL EVENT EXPENSE
total $33,070 · fundraising $33,070
-
24b · Other expenses: 211 AND OTHER PROGRAM E
total $7,854 · program services $7,854
-
24c · Other expenses: COMPUTER EXPENSE AND WE
total $7,402 · program services $4,886 · management and general $1,258 · fundraising $1,258
-
24d · Other expenses: NATIONAL AND STATE AFFI
total $4,637 · program services $4,637 · management and general $0 · fundraising $0
-
24e · All other expenses
total $12,049 · program services $8,879 · management and general $1,585 · fundraising $1,585
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $293,731 · end of year $230,475
-
3 · Pledges and grants receivable
beginning of year $10,155 · end of year $0
-
4 · Accounts receivable
beginning of year $1,474 · end of year $628
-
10a · Land, buildings and equipment: cost or other basis
$36,390
-
10b · Land, buildings and equipment: accumulated depreciation
$35,467
-
10c · Land, buildings and equipment, net
beginning of year $1,198 · end of year $923
-
12 · Investments: other securities
beginning of year $168,250 · end of year $178,154
-
17 · Accounts payable and accrued expenses
beginning of year $100 · end of year $4,695
-
25 · Other liabilities
beginning of year $1,242 · end of year $1,796
-
27 · Net assets without donor restrictions
beginning of year $206,573 · end of year $168,739
-
28 · Net assets with donor restrictions
beginning of year $266,893 · end of year $234,950
Mission and programs · 2023
Mission
BUILDING A STRONGER BURKE COUNTY COMMUNITY BY EMPOWERING SELF SUFFICIENCY, INCREASING HOUSING STABILITY, AND FOSTERING OPPORTUNITIES AND SUCCESS FOR YOUTH. WE ENVISION A COMMUNITY WHERE ALL BURKE COUNTY INDIVIDUALS AND FAMILIES ARE EQUIPPED TO LIVE INDEPENDENTLY AND THRIVE.
Activities or mission (Part I)
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.
-
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.
Expenses $396,879 · Grants $249,025 · Revenue $16,863
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Rodney HarrelsonRODNEY HARRELSON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Alan WoodALAN WOOD
PRESIDENT
- Total calculated
- $0
- Hours/week
- 2
-
Jean VannoppenJEAN VANNOPPEN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Cheryl ShufflerCHERYL SHUFFLER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Dallas StoudenmireDALLAS STOUDENMIRE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Randy BurnsRANDY BURNS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
John HagamannJOHN HAGAMANN
VP OF MARKETING & COMMUNICATIONS
- Total calculated
- $0
- Hours/week
- 2
-
Cindy DaviesCINDY DAVIES
VP FUND DEVELOPMENT
- Total calculated
- $0
- Hours/week
- 1
-
Dillon SmithDILLON SMITH
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Sara LecroySARA LECROY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Kim LoganKIM LOGAN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Pat MollPAT MOLL
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Connie FranklinCONNIE FRANKLIN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Amanda GradyAMANDA GRADY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Rico GuillenRICO GUILLEN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Tal StephanidesTAL STEPHANIDES
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Barbara MyersBARBARA MYERS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Sheri WattsSHERI WATTS
TREASURER
- Total calculated
- $0
- Hours/week
- 2
-
Maureen Mo SchwindMAUREEN MO SCHWIND
EXECUTIVE DIRECTOR
- Total calculated
- $28,368
- From this org
- $28,368
- From related orgs
- $0
- Other
- $0
- Hours/week
- 20
-
Joe TallentJOE TALLENT
SECRETARY
- 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.
Grants on this return
-
YMCA OF CATAWBA VALLEY
$95,178
TO PROVIDE ASSISTANCE WITH CHILDCARE
-
ALDER SPRINGS
$75,000
TO PROVIDE HOUSING ASSISTANCE TO THE DEAF AND BLIND COMMUNITY
-
OPEN HEARTS PLACE
$25,388
TO PROVIDE ASSISTANCE WITH AFFORDABLE HOUSING
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 17 December 2024
- IRS schema version
- 2023v5.1
- Source object
- 202413529349301101
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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