NonprofitsCaldwell County United Fund

Caldwell County United Fund

LENOIR, NC

Total revenue

$355K

Total expenses

$426K

Net assets

$401K

Grants received

$363K

19 grants

EIN

566067038

Tax year

2023

Mission

The organizations mission is to raise funds through an annual fundraising drive and distribute the funds to participating agencies that provide community and public health

Programs

1 program

All other accomplishment these are funds used in providing the necessary support to participating agencies.

Expenses: $37KGrants: $18K

Financials

FY 2023

Revenue

Contributions & grants$346K
Program service revenue
Investment income$8K
Other revenue
Total revenue$355K

Expenses

Grants paid$275K
Salaries & benefits$82K
Fundraising$67K
Other expenses$69K
Total expenses$426K
Total assets$597K
Net assets$401K

People

15 listed

NameRoleCompensation

JAMIE WILLIS

EXECUTIVE DIRECTOR

Board

$68K

40 hrs/wk

KAITLYN CRAWFORD

CAMPAIGN CHAIR

Board

1 hrs/wk

JON BLAIR

TREASURER

Board

1 hrs/wk

JUSTIN BARBER

DIRECTOR

Board

1 hrs/wk

ALLISON BUTLER

DIRECTOR

Board

1 hrs/wk

HANNAH MORRISON

DIRECTOR

Board

1 hrs/wk

WILLIAM ROMERO

DIRECTOR

Board

1 hrs/wk

HANNAH ROMERO

DIRECTOR

Board

1 hrs/wk

SUSAN STRAWN

DIRECTOR

Board

1 hrs/wk

TIASHA TAYLOR

DIRECTOR

Board

1 hrs/wk

KRISTY MONEY

DIRECTOR

Board

1 hrs/wk

ANDREW ORTIZ

DIRECTOR

Board

1 hrs/wk

BRIANNA WERT

DIRECTOR

Board

1 hrs/wk

JESSE TRIVETTE

PRESIDENT

Board

1 hrs/wk

SARA WERT

DIRECTOR

Board

1 hrs/wk

Grants received

Showing 19 of 19

FromAmountPurposeYear
$26K
UNITED WAY FACILITY RENOVATION PROJECT
2024
$25K
GENERAL OPERATING
2024
$25K
GENERAL OPERATING
2023
$10K
GENERAL SUPPORT
2023
$55K
GENERAL OPERATING
2022
$10K
COVID RELIEF
2022
$10K
TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
2022
$1K
GENERAL OPERATING
2022
$55K
GENERAL SUPPORT
2021
$23K
DONOR DESIGNATIONS
2021
$10K
GENERAL SUPPORT
2021
$5K
DONOR DESIGNATED 3RD PARTY FOR PROGRAM OPERATING COSTS
2021
$40K
HEALTHY INDIVIDUALS AND COMMUNITIES
2020
$10K
PUBLIC & SOCIETAL BENEFIT
2020
$10K
GENERAL SUPPORT
2020
$7K
Donor Designations
2020

Funded by

$363K from 11 funders · 19 grants · 2018–2024

Heritage Home Group Char Tr-Main

$160K · 4 grants · 2021–2024

George Foundation Inc

$40K · 4 grants · 2020–2023

Tides Foundation

$40K · 1 grant · 2020

Catawba County United Way Inc

$29K · 2 grants · 2020–2021

The Cannon Foundation Inc

$26K · 1 grant · 2024

United Way Of Greater Charlotte Inc

$11K · 2 grants · 2020–2021

Details

EIN566067038
Subsection03
Ruling date1950-01
Formed1945
Employees1
Volunteers75
CALDWELL COUNTY UNITED FUND — Mission, Financials & Grants Received | Grantivo