Nonprofit · EIN 55-0562858
UNITED WAY OF SOUTHERN WV INC
Tax-exempt · BECKLEY, WV 25801
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $1,047,556 | $938,721 | $108,835 | $916,168 | $352,685 | $563,483 |
| December 31, 2024 | 990 | $916,705 | $948,209 | -$31,504 | $876,184 | $421,536 | $454,648 |
| December 31, 2023 | 990 | $752,903 | $849,388 | -$96,485 | $866,847 | $380,695 | $486,152 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $511,269
- Program service revenue
- $469,113
- Investment income
- $4,674
- Other revenue
- $62,500
Expenses
- Grants and similar amounts paid
- $349,950
- Other salaries and wages
- $179,601
- Salaries, compensation and benefits (total)
- $196,067
- Professional fundraising fees
- $0
- Accounting fees
- $33,452
- Occupancy
- $13,531
- Travel
- $2,641
- Depreciation
- $11,479
- Program services (functional)
- $847,519
- Management and general (functional)
- $34,201
- Fundraising (functional)
- $57,001
Balance sheet and other
- Total assets, start of year
- $876,184
- Total assets, end of year
- $916,168
- Total liabilities, end of year
- $352,685
- Net assets, end of year
- $563,483
- Land, buildings and equipment
- $190,874
- Net assets without donor restrictions
- $404,919
- Net assets with donor restrictions
- $158,564
- Gross receipts
- $1,047,556
- Employees
- 4
- Year formed
- 1965
- State of legal domicile
- WV
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BOB CANTER | BOARD MEMBER Trustee or director | 0.5 | $0 |
| RACHEL CORNETT | CHAIRMAN Trustee or director | 0.5 | $0 |
| TODD CORNETT | BOARD MEMBER Trustee or director | 0.5 | $0 |
| TRENA DACAL | EXECUTIVE DI Trustee or director | 40 | $0 |
| TRINA EPPERLY | BOARD MEMBER Trustee or director | 0.5 | $0 |
| DEB EVANS | BOARD MEMBER Trustee or director | 0.5 | $0 |
| KAREN EWING | VICE CHAIR/ Trustee or director | 0.5 | $0 |
| TERI HARLAN | BOARD MEMBER Trustee or director | 0.5 | $0 |
| ADAM HODGES | BOARD MEMBER Trustee or director | 0.5 | $0 |
| SHERRIE HUNTER | BOARD MEMBER Trustee or director | 0.5 | $0 |
| JEREMIAH JOHNSON | BOARD MEMBER Trustee or director | 0.5 | $0 |
| NOAH KAPP | BOARD MEMBER Trustee or director | 0.5 | $0 |
| JO LYNN KEATON | BOARD MEMBER Trustee or director | 0.5 | $0 |
| MEGAN LEGURSKY | BOARD MEMBER Trustee or director | 0.5 | $0 |
| CHERYL MITCHEM | VICE CHAIR/ Trustee or director | 0.5 | $0 |
12 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DR LIZ NELSON | BOARD MEMBER Trustee or director | 0.5 | $0 |
| MICHAEL PATTERSON | BOARD MEMBER Trustee or director | 0.5 | $0 |
| DEBRA PEYTON | BOARD MEMBER Trustee or director | 0.5 | $0 |
| BETH REGER | BOARD MEMBER Trustee or director | 0.5 | $0 |
| ROB RIDGEWAY | BOARD MEMBER Trustee or director | 0.5 | $0 |
| RONN ROBINSON | PARLIAMENTAR Trustee or director | 0.5 | $0 |
| ROY SHREWSBURY | BOARD MEMBER Trustee or director | 0.5 | $0 |
| MORGAN SPOLARICH | BOARD MEMBER Trustee or director | 0.5 | $0 |
| ZACK STATLER | BOARD MEMBER Trustee or director | 0.5 | $0 |
| ASHLEY WILLIAMS | BOARD MEMBER Trustee or director | 0.5 | $0 |
| JORDAN WOODRIDGE | VICE CHAIRMA Trustee or director | 0.5 | $0 |
| STEPHEN WORD | BOARD MEMBER Trustee or director | 0.5 | $0 |
990 for the year ended December 31, 2024: 28 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BONNIE COPENHAVER | BOARD MEMBER Trustee or director | 0.5 | $0 |
| RACHEL CORNETT | VICE CHAIRMAN Trustee or director, Officer | 0.5 | $0 |
| TODD CORNET | BOARD MEMBER Trustee or director | 0.5 | $0 |
| DEB EVANS | BOARD MEMBER Trustee or director | 0.5 | $0 |
| KAREN EWING | VICE CHAIR FINANCE Trustee or director, Officer | 0.5 | $0 |
| JONATHON GROSE | CHAIRMAN Trustee or director, Officer | 0.5 | $0 |
| SHERRI HUNTER | BOARD MEMBER Trustee or director | 0.5 | $0 |
| TERRI HARLAN | BOARD MEMBER Trustee or director | 0.5 | $0 |
| JEREMIAH JOHNSON | BOARD MEMBER Trustee or director | 0.5 | $0 |
| JO LYNN KEATON | BOARD MEMBER Trustee or director | 0.5 | $0 |
| TRINA EPPERLY | BOARD MEMBER Trustee or director | 0.5 | $0 |
| MEGAN LEGURSKY | BOARD MEMBER Trustee or director | 0.5 | $0 |
| ROY SHREWSBURY | BOARD MEMBER Trustee or director | 0.5 | $0 |
| STEPHEN WORD | BOARD MEMBER Trustee or director | 0.5 | $0 |
| CHERYLE MITCHEM | VP ADMIN Trustee or director | 0.5 | $0 |
| JESSICA RUBIN | BOARD MEMBER Trustee or director | 0.5 | $0 |
| BETH REGER | BOARD MEMBER Trustee or director | 0.5 | $0 |
| ROB RIDGEWAY | BOARD MEMBER Trustee or director | 0.5 | $0 |
| BOB CANTER | BOARD MEMBER Trustee or director | 0.5 | $0 |
| ADAM HODGES | BOARD MEMBER Trustee or director | 0.5 | $0 |
| NOAH KAPP | BOARD MEMBER Trustee or director | 0.5 | $0 |
| LIZ NELSON | BOARD MEMBER Trustee or director | 0.5 | $0 |
| ZACK STATLER | BOARD MEMBER Trustee or director | 0.5 | $0 |
| ASHLEY WILLIAMS | BOARD MEMBER Trustee or director | 0.5 | $0 |
| JORDAN WOOLDRIDGE | PARLIAMENTRIAM Trustee or director, Officer | 0.5 | $0 |
| JEFF DISIBBIO | BOARD MEMBER Trustee or director | 0.5 | $0 |
| TERRI HARLAN | BOARD MEMBER Trustee or director | 0.5 | $0 |
| RONN ROBINSON | BOARD MEMBER Trustee or director | 0.5 | $0 |
990 for the year ended December 31, 2023: 30 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BONNIE COPENHAVER | BOARD MEMBER Trustee or director | 0.5 | $0 |
| RACHEL CORNETT | VICE CHAIRMAN Trustee or director, Officer | 0.5 | $0 |
| TODD CORNET | BOARD MEMBER Trustee or director | 0.5 | $0 |
| DEB EVANS | BOARD MEMBER Trustee or director | 0.5 | $0 |
| KAREN EWING | VICE CHAIR FINANCE Trustee or director, Officer | 0.5 | $0 |
| JONATHON GROSE | CHAIRMAN Trustee or director, Officer | 0.5 | $0 |
| SHERRI HUNTER | BOARD MEMBER Trustee or director | 0.5 | $0 |
| TERRI HARLAN | BOARD MEMBER Trustee or director | 0.5 | $0 |
| JEREMIAH JOHNSON | BOARD MEMBER Trustee or director | 0.5 | $0 |
| JO LYNN KEATON | BOARD MEMBER Trustee or director | 0.5 | $0 |
| TRINA EPPERLY | BOARD MEMBER Trustee or director | 0.5 | $0 |
| MEGAN LEGURSKY | BOARD MEMBER Trustee or director | 0.5 | $0 |
| JOAN NEFF | BOARD MEMBER Trustee or director | 0.5 | $0 |
| ANGELA RAMSY | CHAIRMAN Trustee or director, Officer | 1 | $0 |
| ROB RAPPOLD | BOARD MEMBER Trustee or director | 0.5 | $0 |
| ROY SHREWSBURY | BOARD MEMBER Trustee or director | 0.5 | $0 |
| STEPHEN WORD | BOARD MEMBER Trustee or director | 0.5 | $0 |
| PAULA WYKLE | BOARD MEMBER Trustee or director | 1 | $0 |
| CHERYLE MITCHEM | VP ADMIN Trustee or director | 0.5 | $0 |
| JESSICA RUBIN | BOARD MEMBER Trustee or director | 0.5 | $0 |
| BETH REGER | BOARD MEMBER Trustee or director | 0.5 | $0 |
| ROB RIDGEWAY | BOARD MEMBER Trustee or director | 0.5 | $0 |
| JEFF DISBIBO | BOARD MEMBER Trustee or director | 0.5 | $0 |
| BOB CANTER | BOARD MEMBER Trustee or director | 0.5 | $0 |
| ADAM HODGES | BOARD MEMBER Trustee or director | 0.5 | $0 |
| NOAH KAPP | BOARD MEMBER Trustee or director | 0.5 | $0 |
| LIZ NELSON | BOARD MEMBER Trustee or director | 0.5 | $0 |
| ZACK STATLER | BOARD MEMBER Trustee or director | 0.5 | $0 |
| ASHLEY WILLIAMS | BOARD MEMBER Trustee or director | 0.5 | $0 |
| JORDAN WOOLDRIDGE | PARLIAMENTRIAM Trustee or director, Officer | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 5456, BECKLEY, WV 25801-7506
- Principal officer (990 for 2025)
- TRENA DACAL, PO BOX 5456, BECKLEY, WV 25801
- Signed the 990
- TRENA DACAL, EXECUTIVE DIRECTOR
- Phone
- (304) 253-2111
- Website
- WWW.UNITEDWAYSWV.ORG
- Return prepared by
- HESS STEWART & CAMPBELL PLLC
Mission
WE IMPROVE LIVES IN SOUTHERN WEST VIRGINIA BY FOCUSING ON THE BUILDING BLOCKS FOR A GOOD QUALITY OF LIFE: HEALTH, EDUCATION AND FINANCIAL STABILITY. WE WORK EVERY DAY TO MOBILIZE THE CARING POWER OF THE PEOPLE AND ORGANIZATIONS THAT HAVE THE PASSION, EXPERTISE AND RESOURCES NEEDED TO MAKE CHANGE.
Program accomplishments
- UNITED WAY MAKES ALLOCATION/ SUPPORT PAYMENTS TO A VARIETY OF NON PROFIT AGENCIES IN RALEIGH, NICHOLAS, SUMMERS, WYOMING, FAYETTE, MCDOWELL, AND MERCER COUNTIES IN SOUTHERN WEST VIRGINIA. IT ALSO PROVIDES DIRECT ASSISTANT TO INDIVIDUALS THROUGH ITS INTERNALLY MANAGED LITERALLY PROGRAM, 2-1-1 SOCIAL SERVICES AND INFORMATION HOTLINE, FEEDING INITIATIVE, PREGNANCY EDUCATION, AND EQUAL FOOTING SHOE PROGRAM. DURING THE 2016 YEAR, THE ORGANIZATION ENTERED INTO CERTAIN FISCAL SPONSORSHIP ARRANGEMENTS WITH NON INCORPORATED ENTIIES WHICH WERE ESTABLISHED IN ORDER TO PROIVDE ELEMENTS OF RELIEF TO CERTAIN FLOOD REVAGED AREAS, SPECIFICALLY FAYETTE AND NICHOLAS COUNTIES IN SOUTHERN AND CENTRAL WEST VIRGINIA.Expenses $847,519 · grants $349,950 · revenue $469,113
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 55-0562858
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1965
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T70)
- Assets (IRS master file)
- $916,168
- Income (IRS master file)
- $1,047,556
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $1,047,556 | $938,721 | $916,168 | XML |
| 990 | December 2024 | $916,705 | $948,209 | $876,184 | XML |
| 990 | December 2023 | $752,903 | $849,388 | $866,847 | XML |
| 990 | December 2022 | $821,366 | $818,217 | $860,313 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 55-0562858).
Questions about UNITED WAY OF SOUTHERN WV INC
- What is the EIN of UNITED WAY OF SOUTHERN WV INC?
- The employer identification number (EIN) of UNITED WAY OF SOUTHERN WV INC is 55-0562858.
- Is UNITED WAY OF SOUTHERN WV INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1965.
- Are donations to UNITED WAY OF SOUTHERN WV INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does UNITED WAY OF SOUTHERN WV INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of UNITED WAY OF SOUTHERN WV INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UNITED WAY OF SOUTHERN WV INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of UNITED WAY OF SOUTHERN WV INC?
- The 990 for the year ended December 31, 2025 names TRENA DACAL.
- Who are the officers and directors of UNITED WAY OF SOUTHERN WV INC?
- The 990 for the year ended December 31, 2025 lists 27 people; 0 received compensation from the organization.
- How much revenue does UNITED WAY OF SOUTHERN WV INC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $1,047,556, expenses of $938,721 and total assets of $916,168 at year end.
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All nonprofits in BECKLEY · West Virginia · Philanthropy, voluntarism and grantmaking foundations