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Nonprofiteer
← UNITED WAY OF THE PIEDMONT INC

Form 990 for tax year 2024

Filed by UNITED WAY OF THE PIEDMONT INC.

Totals

Total revenue
$5,403,229
Total expenses
$5,501,202
Contributions and grants received
$5,195,109
Grants paid
$2,609,612
Program service revenue
$162,731
Investment income
$45,053
Other revenue
$336
Total assets, end of year
$3,523,234
Total liabilities, end of year
$1,558,691
Net assets or fund balances, end of year
$1,964,543
Program services expenses (Part IX)
$4,700,291
Management and general expenses
$542,679
Fundraising expenses
$258,232
Program service expenses (Part III)
$4,700,291

Program services were 85.4% 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

    $3,191,225

  • 1e · Government grants (contributions)

    $234,254

  • 1f · All other contributions, gifts and grants

    $1,769,630

  • 1g · Noncash contributions included above

    $30,258

  • 2a · Program service revenue: ADMIN FEES

    total $112,353 · related or exempt $112,353

  • 2b · Program service revenue: AFFILIATE RENTAL INCOME

    total $37,060 · related or exempt $37,060

  • 2c · Program service revenue: COMMUNITY EVENTS

    total $13,318 · related or exempt $13,318

  • 3 · Investment income

    total $45,053 · excluded $45,053

  • 11a · Other revenue: REFUNDS/REIMBURSEMENTS

    total $336 · excluded $336

  • 11e · Other revenue, total

    $336

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $2,091,973 · program services $2,091,973

  • 2 · Grants to domestic individuals

    total $517,639 · program services $517,639

  • 5 · Compensation of officers, directors and key employees

    total $306,941 · program services $46,918 · management and general $253,142 · fundraising $6,881

  • 7 · Other salaries and wages

    total $1,235,877 · program services $974,717 · management and general $91,478 · fundraising $169,682

  • 8 · Pension plan contributions

    total $31,514 · program services $27,987 · management and general $172 · fundraising $3,355

  • 9 · Other employee benefits

    total $157,336 · program services $125,881 · management and general $16,715 · fundraising $14,740

  • 10 · Payroll taxes

    total $114,423 · program services $76,461 · management and general $24,675 · fundraising $13,287

  • 11b · Fees: legal

    total $1,817 · program services $1,317 · management and general $500

  • 11c · Fees: accounting

    total $62,500 · management and general $62,500

  • 11g · Fees: other

    total $249,909 · program services $243,501 · management and general $4,165 · fundraising $2,243

  • 12 · Advertising and promotion

    total $8,855 · program services $8,035 · management and general $533 · fundraising $287

  • 13 · Office expenses

    total $43,037 · program services $32,592 · management and general $6,789 · fundraising $3,656

  • 14 · Information technology

    total $151,671 · program services $129,359 · management and general $14,503 · fundraising $7,809

  • 16 · Occupancy

    total $114,192 · program services $93,723 · management and general $13,305 · fundraising $7,164

  • 17 · Travel

    total $21,174 · program services $15,391 · management and general $3,759 · fundraising $2,024

  • 19 · Conferences, conventions and meetings

    total $8,852 · program services $6,658 · management and general $1,426 · fundraising $768

  • 21 · Payments to affiliates

    total $70,878 · program services $54,473 · management and general $10,663 · fundraising $5,742

  • 22 · Depreciation, depletion and amortization

    total $2,747 · program services $1,870 · management and general $570 · fundraising $307

  • 23 · Insurance

    total $32,287 · program services $21,975 · management and general $6,703 · fundraising $3,609

  • 24a · Other expenses: 2-1-1 PROGRAM

    total $76,389 · program services $76,389

  • 24b · Other expenses: EVENTS

    total $71,401 · program services $54,237 · management and general $11,157 · fundraising $6,007

  • 24c · Other expenses: DUES AND SUBSCRIPTIONS

    total $63,735 · program services $50,440 · management and general $8,642 · fundraising $4,653

  • 24d · Other expenses: EQUIPMENT

    total $38,736 · program services $28,952 · management and general $6,360 · fundraising $3,424

  • 24e · All other expenses

    total $27,319 · program services $19,803 · management and general $4,922 · fundraising $2,594

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $463,478 · end of year $673,928

  • 2 · Savings and temporary cash investments

    beginning of year $58,668 · end of year $59,843

  • 3 · Pledges and grants receivable

    beginning of year $1,593,384 · end of year $1,332,330

  • 4 · Accounts receivable

    beginning of year $7,280 · end of year $7,280

  • 9 · Prepaid expenses and deferred charges

    beginning of year $64,865 · end of year $307,455

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

    $308,836

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

    $295,801

  • 10c · Land, buildings and equipment, net

    beginning of year $15,915 · end of year $13,035

  • 12 · Investments: other securities

    beginning of year $1,076,007 · end of year $1,129,363

  • 17 · Accounts payable and accrued expenses

    beginning of year $197,629 · end of year $149,674

  • 19 · Deferred revenue

    beginning of year $490,668 · end of year $563,447

  • 25 · Other liabilities

    beginning of year $551,836 · end of year $845,570

  • 31 · Retained earnings, endowment or other funds

    beginning of year $2,039,464 · end of year $1,964,543

Mission and programs · 2024

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 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 UNITED FOR ALICE, SC211, PHILANTHROPIC AND COMMUNITY PARTNERS, AND STRATEGIC SPARTANBURG. 2) OUR VOLUNTEER SERVICE COORDINATION CONNECTS INDIVIDUALS AND CORPORATE PARTNERS WITH OPPORTUNITIES TO GIVE BACK THROUGHOUT THE YEAR WITH TARGETED FOCUS FOR MLK DAY OF SERVICE AND DURING TAX SEASON. IN FY 2024-2025, WE COORDINATED APPROXIMATELY 35,200 HOURS OF SERVICE. OUR VOLUNTEER INCOME TAX ASSISTANCE INITIATIVE PREPARED TAX RETURNS FREE OF CHARGE FOR NEARLY 2,550 AREA FAMILIES, RETURNING MORE THAN 2.5 MILLION IN REFUNDS AND 895,000 IN CREDITS TO OUR COMMUNITY, AS WELL AS SAVING OVER 510,000 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 25,170 REFERRALS TO COMMUNITY ORGANIZATIONS.

    Expenses $3,103,659 · Grants $1,152,721 · Revenue $50,378

  • 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 APPROXIMATELY 1.4 MILLION IN 44 AGENCIES AND ABOUT 69 PROGRAMS IN THE INVESTMENT PROCESS. IN ADDITION, DURING THE PERIOD ENDING MARCH 31, 2025, UNITED WAY COORDINATED APPROXIMATELY 140,000 IN FUNDS DESIGNATED TO SPECIFIC AGENCIES BY OUR DONORS.

    Expenses $1,596,632 · Grants $1,456,891 · Revenue $112,353

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Paige Stephenson

    PRESIDENT/CE

    Total calculated
    $176,959
    From this org
    $166,518
    From related orgs
    $0
    Other
    $10,441
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $166,518
    Bonus
    not reported
    Other
    not reported
    Deferred
    $4,753
    Nontaxable benefits
    $5,688
    Filer's total
    $176,959

  • Chris Neely

    VP FINANCE &

    Total calculated
    $127,670
    From this org
    $117,890
    From related orgs
    $0
    Other
    $9,780
    Hours/week
    40

  • Mitch Kennedy

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Earl Alexander

    SEC/TREAS TI

    Total calculated
    $0
    Hours/week
    1

  • Jennifer Cash

    SEC/TREAS FR

    Total calculated
    $0
    Hours/week
    1

  • Tony Acevedo

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Laura Barbas-Rhoden

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Denise Beers-Kiepper

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Donda Bishop

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Reed Brown

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Nicole Caldwell

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Marquice Clark

    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

  • Brian Earnest

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Shaunte Evans

    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

  • Julie Fowler

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Greyson Furnas

    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

  • Katie Henderson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Sarah Keim Stallard

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Kate Konopasek

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Beth Lancaster

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Michael Langley

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Andrea Moore

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Gia Quinones

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Chris Santoro

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Josh Thompson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Timika Wilson

    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
2024
Filed
6 February 2026
IRS schema version
2024v5.0
Source object
202640379349301659

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