2025-11-24T15:36:39-06:00 2025-06-30 561607661 LOWDERMILK CHURCH & CO LLP 121 NORTH STERLING STREET MORGANTON NC 28655 990 2024-07-01 560929553 BURKE COUNTY UNITED WAY BURK 8284330681 121 W UNION ST MORGANTON NC 28655 MAUREEN SCHWIND EXECUTIVE DIRECTOR 8284330681 2025-11-14 1 0 JAMES LOWDERMILK P01394049 8284331226 2024 2025-03-06 01:10:19Z MAUREEN SCHWIND 121 W UNION ST MORGANTON NC 28655 829637 0 X WWW.BCUW.ORG X 1969 NC 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. 16 16 5 0 0 0 383917 773938 0 0 8902 26152 30721 -4721 423540 795369 249025 203521 0 0 120322 174800 0 0 44250 115582 92916 484929 471237 -61389 324132 410180 739029 6491 11110 403689 727919 X 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. 0 0 380624 203521 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. 380624 1 1 0 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 5 1 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X CHARLES CONLEY 8284330681 121 W UNION ST MORGANTON NC 28655 SCOTT BROOKS VP OF FUND DEVELOPMENT & SPECIAL GIFTS 2.00 X X 0 0 0 SARAH CRISP BOARD MEMBER 2.00 X X 0 0 0 CINDY DAVIES PRESIDENT 2.00 X X 0 0 0 CONNIE FRANKLIN BOARD MEMBER 2.00 X X 0 0 0 AMANDA GRADY BOARD MEMBER 1.00 X 0 0 0 JOHN HAGAMANN VP FUND DEVELOPMENT 1.00 X 0 0 0 KIM LOGAN VP OF MARKETING & COMMUNIC 2.00 X X 0 0 0 PAT MOLL VP FUND DEVELOPMENT 1.00 X 0 0 0 BARBARA MYERS BOARD MEMBER 1.00 X 0 0 0 ERICA SCHWARTING HARRISON BOARD MEMBER 1.00 X 0 0 0 CHERYL SHUFFLER BOARD MEMBER 1.00 X 0 0 0 TAL STEPHANIDES BOARD MEMBER 1.00 X 0 0 0 JOE TALLENT SECRETARY 1.00 X 0 0 0 MAKAYLA VANCE BOARD MEMBER 1.00 X 0 0 0 SHERI WATTS TREASURER 1.00 X 0 0 0 ALAN WOOD PAST PRESIDENT 1.00 X 0 0 0 MAUREEN MO SCHWIND EXECUTIVE DIRECTOR 20.00 X X 33431 0 0 33431 0 0 0 0 0 0 0 773938 28410 773938 26152 26152 22769 34268 -11499 -11499 BURKE COUNTY AND 211 900099 6034 6034 FUND MANAGEMENT INCOME 900099 744 744 6778 795369 32930 0 -11499 203521 203521 150448 106812 21818 21818 11812 7796 2008 2008 12540 8276 2132 2132 10399 6863 1768 1768 16848 5728 5560 5560 6893 454 3548 2891 15875 10477 2699 2699 813 537 138 138 275 137 69 69 2781 1835 473 473 COMPUTER EXPENSE AND WE 10084 6656 1714 1714 211 AND OTHER PROGRAM E 6445 6445 COMMUNITY FOUNDATION EN 6000 6000 NATIONAL AND STATE AFFI 5280 2640 1320 1320 11223 6447 3116 1660 471237 380624 46363 44250 230475 549815 628 3154 36390 35742 923 648 178154 185412 410180 739029 4695 11110 1796 0 6491 11110 X 168739 104062 234950 623857 403689 727919 410180 739029 324132 98 0 X 0 1 X 1 0 X 395917 434010 280645 382111 773938 2266621 395917 434010 280645 382111 773938 2266621 2266621 583 2612 3522 8902 26152 41771 21492 42808 73919 1379 744 140342 2448734 50173 0.92560 0.91670 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 36390 35742 648 648 INVESTMENTS- OTHER SECURITIES 185412 C 185412 X 829636 34267 34267 795369 0 795369 505505 34268 34268 471237 0 471237 PART X, LINE 2: PART X, LINE 2 : FASB ASC740-10, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAX POSITIONS. BASED ON AN EVALUATION OF UNCERTAIN TAX POSITIONS, MANAGEMENT IS REQUIRED TO MEASURE POTENTIAL TAX LIABILITIES THAT COULD HAVE A RISK OF A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON SETTLEMENT. AS OF JUNE 30, 2025 MANANGEMENT HAS DETERMINED THAT THE ORGANIZATION HAS NO SUCH RISK, AND THEREFORE, NO LIABILITIES HAVE BEEN RECORDED FOR UNCERTAIN TAX POSITIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES NETTED ON 990 34,267. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES NETTED ON 990 34,268. BURKE'S AMAZING RACE 22769 22769 4191 1 22769 22769 4191 4191 18578 1 PART I, LINE 2: THE ORGANIZATION REQUIRES ALL PARTICIPATING AGENCIES TO SUBMIT AN ANNUAL AUDIT OF THEIR FINANCIAL STATEMENTS. AGENCIES ARE MONITORED THROUGHOUT THE YEAR FOR ANY CHANGES IN PROGRAMS. X 1 FAIR MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B BOARD IS GIVEN COPY OF 990 RETURN BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD REQUIRES EACH MEMBER AS WELL AS ALL EMPLOYEES TO ADHERE TO THE CONFLICT OF INTEREST POLICY ADOPTED BY THE BOARD. DISCLOSURES ARE MADE ANNUALLY OR MORE OFTEN IN THE EVENT OF NEW EMPLOYEES OR BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 15 ANNUAL COMPENSATION FOR THE EXECUTIVE DIRECTOR IS DETERMINED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 COPIES OF ALL REQUIRED DOCUMENTATION ARE AVAILABLE FOR VIEWING ON THE ORGANIZATION'S WEBSITE.