2025-07-29T15:58:32-05:00 2024-12-31 561607661 LOWDERMILK CHURCH & CO LLP 121 NORTH STERLING STREET MORGANTON NC 28655 990 2024-01-01 560774714 CATAWBA COUNTY UNITED WAY INC CATA 8283276851 PO BOX 2425 HICKORY NC 28603 MARK BUMGARNER EXECUTIVE DIRECTOR 8283276861 2025-07-09 1 0 PHILLIP E CHURCH P00092400 8284331226 2024 2025-03-06 01:10:19Z MARK BUMGARNER PO BOX 2425 HICKORY NC 28603 1158823 0 X WWW.CCUNITEDWAY.COM X 1985 NC THE MISSION OF THE CATAWBA COUNTY UNITED WAY IS TO BUILD RELATIONSHIPS, AND TO SUPPORT OUR COMMUNITY THROUGH COLLABORATION, COMPASSION AND PURPOSE. 28 28 5 0 0 0 1066968 1099334 0 0 27524 45673 6356 0 1100848 1145007 546849 590380 0 0 387206 395520 0 0 120396 353929 439766 1287984 1425666 -187136 -280659 2527828 2410909 42599 206337 2485229 2204572 THE MISSION OF CATAWBA COUNTY UNITED WAY IS TO BUILD RELATIONSHIPS AND TO SUPPORT OUR COMMUNITY THROUGH COLLABORATION, COMPASSION AND PURPOSE. 0 0 1195644 590380 45673 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. 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. 1195644 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 5 1 0 0 0 0 0 0 0 0 0 0 X 28 28 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X X SHANNA CLARK 8283276851 2760 TATE BLVD SE HICKORY NC 28602 JOHANN LOUCHEZ PRESIDENT 2.00 X X 0 0 0 KIRSTEN MAYNARD VICE PRESIDENT 2.00 X X 0 0 0 JOANNA VIOLA TREASURER 2.00 X X 0 0 0 HENRY MORPHIS PAST PRESIDENT 2.00 X X 0 0 0 PATRICK BROOS CAMPAIGN CHAIR 2.00 X X 0 0 0 KAREN HARRINGTON MEMBER AT LARGE 2.00 X 0 0 0 MARSHALL DEAL BOARD MEMBER 1.00 X 0 0 0 CASSIA DOWDY BOARD MEMBER 1.00 X 0 0 0 HONEY ESTRADA BOARD MEMBER 1.00 X 0 0 0 JAY TEETER BOARD MEMBER 1.00 X 0 0 0 JENNIFER WHIPPLE BOARD MEMBER 1.00 X 0 0 0 PAUL MURRAY BOARD MEMBER 1.00 X 0 0 0 KIMBERLY WHITLEY BOARD MEMBER 1.00 X 0 0 0 AVERY STALEY BOARD MEMBER 1.00 X 0 0 0 DR FELICIA SIMMONS BOARD MEMBER 1.00 X 0 0 0 MARCHETA CAMPBELL BOARD MEMBER 1.00 X 0 0 0 BEVERLY DANNER BOARD MEMBER 1.00 X 0 0 0 SARAH RHODES BOARD MEMBER 1.00 X 0 0 0 TAMMY SMITH BOARD MEMBER 1.00 X 0 0 0 DR JENNIFER GRIFFIN BOARD MEMBER 1.00 X 0 0 0 DR BRETT STARR BOARD MEMBER 1.00 X 0 0 0 MICHAEL EDWARDS BOARD MEMBER 1.00 X 0 0 0 DON BROWN BOARD MEMBER 1.00 X 0 0 0 CODY WIGLEY BOARD MEMBER 1.00 X 0 0 0 SUSAN MATTHEWS BOARD MEMBER 1.00 X 0 0 0 KRISTY HEDRICK BOARD MEMBER 1.00 X 0 0 0 JANNA CHILTON BOARD MEMBER 1.00 X 0 0 0 REED BAER BOARD MEMBER 1.00 X 0 0 0 MARK BUMGARNER EXECUTIVE DIRECTOR 40.00 X 83366 0 0 83366 0 0 0 0 0 0 0 1099334 56361 1099334 44646 44646 14843 13816 1027 1027 1027 1145007 44646 0 1027 590380 590380 288504 181467 63192 43845 86257 54861 16306 15090 20759 12708 4767 3284 7881 4965 1734 1182 16902 10648 3719 2535 741 467 163 111 33949 21642 3395 8912 5360 3377 1179 804 EVENTS AND SPECIAL PROJ 215323 215323 NON FINANCIAL ASSETS DI 56361 56361 CAMPAIGN EXPENSES 34288 34288 REPAIRS AND MAINTENANCE 18378 11578 4043 2757 50583 31867 11128 7588 1425666 1195644 109626 120396 1389961 1396619 130000 130000 378058 284079 3005 3991 835 835 816882 241972 608860 574910 17109 20475 2527828 2410909 10685 22750 31914 183587 42599 206337 X 2017593 1792796 467636 411776 2485229 2204572 2527828 2410909 X -280659 2 X 0 1 X 1 0 X 1154726 1127227 1264261 1066968 1099334 5712516 1154726 1127227 1264261 1066968 1099334 5712516 5712516 5954 6733 6538 27524 45673 92422 20992 6356 27348 5832286 0.97950 X 0.98690 0.00870 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 353573 15625 369198 358848 8803 14078 353573 356168 2680 358848 350632 5536 356168 350632 350632 0 0 153659 153659 523677 158657 365020 22700 4375 18325 116846 78940 37906 574910 DESIGNATIONS PAYABLE 183587 183587 X 1145007 0 1145007 0 1145007 1425666 0 1425666 0 1425666 PART V, LINE 4: THE DESIGNATED ENDOWMENT SHALL BE DEVOTED TO THE SUPPORT OF CATAWBA COUNTY UNITED WAY, INC. UNTIL SUCH TIME AS THE CHARITABLE USE, IN THE JUDGEMENT OF THE UNITED WAY'S BOARD OF DIRECTORS, SHALL HAVE BECOME UNNECCESSARY, UNDESIRABLE, IMPRACTIBLE, INCAPABLE OF FULFILLMENT OR INCONSISTENT WITH THE CHARITABLE NEEDS OF THE COMMUNITY SERVED BY THE CATAWBA COUNTY UNITED WAY. IN ANY OF SUCH EVENTS, THE DESIGNATED ENDOWMENT SHALL BE REDIRECTED TO THE MOST SIMILAR CAUSE AS DETERMINED BY THE UNITED WAY'S BOARD OF DIRECTORS. PART X, LINE 2: FASB ASC 740-10, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME POSITIONS. BASED ON AN EVALUATION OF UNCERTAIN TAX POSITIONS, MANAGEMENT IS REQUIRED TO MEASURE POTENTIAL TAX LIABILITIES THAT COULD HAVE A RISK OF GREATER THAN A 50% LIKELIHOOD OF BEING REALIZED UPON SETTLEMENT. AS OF DECEMBER 31, 2024 MANAGEMENT HAS DETERMINED THAT THE ORGANIZATION HAS NO SUCH RISK AND, THEREFORE, NO LIABILITIES HAVE BEEN RECORDED FOR UNCERTAIN TAX POSITIONS. THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501C3 OF THE INTERNAL REVENUE CODE, EXCEPT ON NET INCOME DERIVED FROM UNRELATED BUSINESS ACTIVITIES. THE ORGANIZATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN AND, AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS MATERIAL TO THE FINANCIAL STATEMENTS. 1 ADULT LIFE PROGRAMS PO BOX 907 HICKORY NC 28603 581509463 501C3 35000 0 ADULT DAY CARE AND ADULT DAY HEALTH SERVICES FOR INDIVIDUALS IN CATAWBA COUNTY BLUE RIDGE PIEDMONT CHAPTER AMERICAN RED CROSS PO BOX 1329 HICKORY NC 28603 566000033 501C3 12000 0 EMERGENCY SERVICES, COMMUNITY SERVICES AND COMMUNITY EDUCATION CLASSES CATAWBA COUNTY COUNCIL ON ADOLESCENTS 1120 FAIRGROVE CHURCH RD SUITE 22 HICKORY NC 28602 561495433 501C3 63000 0 IN SCHOOL PREVENTION OUTREACH AND LIFESKILLS PROGRAMS AND MONITORING PROGRAMS CATAWBA COUNTY DSS SENOIR NUTRITION PROGRAM PO BOX 207 NEWTON NC 28658 566001814 25000 0 SENIOR NUTRITON SERVICES EXODUS HOMES PO BOX 3311 HICKORY NC 28603 562109492 501C3 60000 0 TRANSITIONAL HOUSING AND SUPPORT FOR MEDICALLY ASSISTED RECOVERY FAMILY GUIDANCE CENTER 17 HWY 70 SE HICKORY NC 28602 566020417 501C3 95000 0 FIRST STEP SEXUAL ASSAULT, DOMESTIC VIOLENCE , CONSUMER CREDIT AND INDIVIDUAL AND FAMILY COUNSELING GREATER HICKORY COOPERATIVE CHRISTIAN MINISTRY 31 1ST AVE SE HICKORY NC 28602 560934855 501C3 20000 0 CRISIS FINANCIAL ASSISTANCE FOR RENT/ MORTGAGE CATAWBA COUNTY PARTNERSHIP FOR CHILDREN PO BOX 3123 HICKORY NC 28603 582139135 501C3 25000 0 IMAGINATION LIBRARY PROGRAM PATRICK BEAVER LEARNING RESOURCE CENTER PO BOX 255 HICKORY NC 28603 562160295 501C3 15000 0 TUTORING PRORAM TO IMPROVE LITERACY FOR CHILDREN GRADES K-3 SIPES ORCHARD HOME 4431 COUNTY HOME RD CONOVER NC 28613 560547524 501C3 25000 0 HOUSTON TRANSITIONAL HOUSING PROGRAM THE SALVATION ARMY PO BOX 1167 HICKORY NC 28603 135562351 501C3 70000 0 FINANCIAL CRISIS ASSISTANCE AND HOMELESS SHELTER THE SALVATION ARMY JR BOYS AND GIRLS CLUB PO BOX 1167 HICKORY NC 28603 135562351 501C3 30000 0 AFTER SCHOOL AND SUMMER SCHOOL PROGRAMS HABITAT FOR HUMANITY 1615 8TH ST DR NE HICKORY NC 28602 501C3 25000 0 HOUSING ASSISTANCE CATAWBA VALLEY BEHAVIORAL HEALTH 327 1ST AVE NW HICKORY NC 28601 562151678 35000 0 ASSIST LOCAL MENTAL HEALTH PROVIDER CHILDRENS ADVOCACY CENTER 4360 COUNTY HOME RD CONOVER NC 28613 582671252 501C3 15000 0 SSSIST WITH MEDICAL EXAMS FOR VICTIMS OF CHILDHOOD ABUSE X 2 50151 MARKET VALUE X MISCELLANEOUS 5 6210 DONATED VALUE 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE COMPLETE IRS 990 IS FIRST PRESENTED TO AND REVIEWED WITH THE FINANCE AND EXECUTIVE COMMITTEE. THE FORM 990 IS THEN PRESENTED TO THE FULL BOARD FOR APPROVAL PRIOR TO FILING FORM 990, PART VI, SECTION B, LINE 12C ANY ACTUAL OR POTENTIAL CONFLICT OF INTEREST MUST BE DISCLOSED AS SOON AS THE MEMBER IS AWARE OF THE CONFLICT. THE MEMBER WILL RETIRE FROM ALL DELIBERATION AND NOT PARTICIPATE IN VOTING ON THE MATTER. THE BOARD MEMBERS ANNUALLY REVIEW THE CODE OF VALUES AND ETHICS AND DISCLOSE IN WRITING ANY CONFLICTS OF INTEREST OF WHICH THEY ARE AWARE. NEW BOARD MEMBERS REVIEW THE POLICY AND DISCLOSE AT NEW MEMBER ORIENTATION. FORM 990, PART VI, SECTION B, LINE 15 THE SALARIES FOR ALL STAFF MEMBERS, INCLUDING THE EXECUTIVE DIRECTOR AND FINANCE OFFICER, ARE REVIEWED AND APPROVED ANNUALLY BY THE BOARD OF DIRECTORS. COMPENSATION IS REVIEWED USING COMPARABLE SALARY DATA FROM UNITED WAY WORLDWIDE, COMPARING SALARIES OF OTHER METRO 4 SIZE UNITED WAYS, NATIONALLY AND REGIONALLY. FORM 990, PART VI, SECTION C, LINE 19 THE IRS FORM 990 IS POSTED ON ORGANZIATION'S WEBSITE FOR PUBLIC INSPECTION. THIS FORM, ALONG WITH AUDITED FINANCIAL STATEMENTS, COPIES OF OTHER GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: ROUNDING 2.