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BURKE COUNTY UNITED WAY

EIN 56-0929553 MORGANTON, NC

Revenue 2024
$795,369
Expenses 2024
$471,237

Program services were 80.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

As filed

Subsection
03
NTEE code
T70Z
Classification
1000
Street
121 W UNION ST

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Mission and programs · 2024

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 $380,624 · Grants $203,521

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

Officers and directors · 2024

As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

  • SCOTT BROOKS

    VP OF FUND DEVELOPMENT & SPECIAL GIFTS

    Total calculated
    $0
    Hours/week
    2

  • SARAH CRISP

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • CINDY DAVIES

    PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • CONNIE FRANKLIN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • AMANDA GRADY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JOHN HAGAMANN

    VP FUND DEVELOPMENT

    Total calculated
    $0
    Hours/week
    1

  • KIM LOGAN

    VP OF MARKETING & COMMUNIC

    Total calculated
    $0
    Hours/week
    2

  • PAT MOLL

    VP FUND DEVELOPMENT

    Total calculated
    $0
    Hours/week
    1

  • BARBARA MYERS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • ERICA SCHWARTING HARRISON

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • CHERYL SHUFFLER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • TAL STEPHANIDES

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JOE TALLENT

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • MAKAYLA VANCE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • SHERI WATTS

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • ALAN WOOD

    PAST PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • MAUREEN MO SCHWIND

    EXECUTIVE DIRECTOR

    Total calculated
    $33,431
    From this org
    $33,431
    From related orgs
    $0
    Other
    $0
    Hours/week
    20

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. Earlier years are each on their own filing page.

Filings

  • 2024
    Revenue
    $795,369
    Expenses
    $471,237
    Contributions
    $773,938
    Grants paid
    $203,521
  • 2023
    Revenue
    $423,540
    Expenses
    $484,929
    Contributions
    $383,917
    Grants paid
    $249,025
  • 2022
    Revenue
    $355,261
    Expenses
    $272,785
    Contributions
    $279,181
    Grants paid
    $100,205

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Other returns filed

  • 2021 · 990

    Revenue
    $479,430
    Expenses
    $213,306
    Assets (EOY)
    $402,830

  • 2020 · 990

    Revenue
    $417,976
    Expenses
    $389,363
    Assets (EOY)
    $196,249

  • 2019 · 990

    Revenue
    $338,634
    Expenses
    $307,299
    Assets (EOY)
    $153,918

  • 2018 · 990

    Revenue
    $328,424
    Expenses
    $345,093
    Assets (EOY)
    $159,817

  • 2017 · 990

    Revenue
    $368,620
    Expenses
    $392,294
    Assets (EOY)
    $205,806

  • 2016 · 990

    Revenue
    $450,449
    Expenses
    $440,365
    Assets (EOY)
    $254,575

  • 2015 · 990

    Revenue
    $423,929
    Expenses
    $438,805
    Assets (EOY)
    $313,880

  • 2014 · 990

    Revenue
    $432,985
    Expenses
    $457,119
    Assets (EOY)
    $358,593

  • 2013 · 990

    Revenue
    $440,846
    Expenses
    $408,000
    Assets (EOY)
    $373,622

  • 2012 · 990

    Revenue
    not reported
    Expenses
    $385,260
    Assets (EOY)
    $342,417

Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all. Showing the 10 most recent; the API carries the rest.

Grants made

  • YMCA OF CATAWBA VALLEY

    $95,178

    2023 TO PROVIDE ASSISTANCE WITH CHILDCARE

  • ALDER SPRINGS

    $75,000

    2023 TO PROVIDE HOUSING ASSISTANCE TO THE DEAF AND BLIND COMMUNITY

  • OPEN HEARTS PLACE

    $25,388

    2023 TO PROVIDE ASSISTANCE WITH AFFORDABLE HOUSING

  • YMCA OF CATAWBA VALLEY

    $21,500

    2022 TO PROVIDE ASSISTANCE WITH CHILDCARE

Where these grants went next →

Grants received

Other IRS files

Auto-Revocation List

Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.

Publication 78

Listed as of 13 October 2026, under deductibility PC.

These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.

What this page reflects

The registration facts above come from the IRS Business Master File published 13 October 2026 and read 29 October 2026, for every organization at once. Returns through tax year 2024, the newest we have parsed for this organization.