Nonprofit · EIN 56-0774714
CATAWBA COUNTY UNITED WAY INC
Tax-exempt · HICKORY, NC 28602
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $381,834 | $1,041,988 | -$660,154 | $2,182,760 | $638,340 | $1,544,420 |
| December 31, 2024 | 990 | $1,145,007 | $1,425,666 | -$280,659 | $2,410,909 | $206,337 | $2,204,572 |
| December 31, 2023 | 990 | $1,100,848 | $1,287,984 | -$187,136 | $2,527,828 | $42,599 | $2,485,229 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $364,722
- Program service revenue
- $0
- Investment income
- $17,112
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $710,621
- Other salaries and wages
- $153,673
- Salaries, compensation and benefits (total)
- $205,925
- Professional fundraising fees
- $0
- Accounting fees
- $13,500
- Occupancy
- $10,091
- Depreciation
- $16,974
- Program services (functional)
- $935,109
- Management and general (functional)
- $50,971
- Fundraising (functional)
- $55,908
Balance sheet and other
- Total assets, start of year
- $2,410,909
- Total assets, end of year
- $2,182,760
- Total liabilities, end of year
- $638,340
- Net assets, end of year
- $1,544,420
- Land, buildings and equipment
- $557,484
- Publicly traded securities
- $20,535
- Net assets without donor restrictions
- $1,061,914
- Net assets with donor restrictions
- $482,506
- Gross receipts
- $381,834
- Employees
- 5
- Volunteers
- 0
- Year formed
- 1985
- State of legal domicile
- NC
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHANN LOUCHEZ | PAST PRESIDENT Trustee or director, Officer | 2 | $0 |
| DR KIRSTEN MAYNARD | PRESIDENT Trustee or director, Officer | 2 | $0 |
| JOANNA VIOLA | TREASURER Trustee or director, Officer | 2 | $0 |
| MELISSA ALDRICH | CAMPAIGN CHAIR Trustee or director, Officer | 2 | $0 |
| KAREN HARRINGTON | VICE PRESIDENT Trustee or director, Officer | 2 | $0 |
| JENNIFER WHIPPLE | MEMBER AT LARGE Trustee or director, Officer | 1 | $0 |
| CASSIA DOWDY | BOARD MEMBER Trustee or director | 1 | $0 |
| HONEY ESTRADA | BOARD MEMBER Trustee or director | 1 | $0 |
| JAY TEETER | BOARD MEMBER Trustee or director | 1 | $0 |
| RAE THOMPSON | BOARD MEMBER Trustee or director | 1 | $0 |
| PAUL MURRAY | BOARD MEMBER Trustee or director | 1 | $0 |
| KIMBERLY WHITLEY | BOARD MEMBER Trustee or director | 1 | $0 |
| DR FELICIA SIMMONS | BOARD MEMBER Trustee or director | 1 | $0 |
| MARCHETA CAMPBELL | BOARD MEMBER Trustee or director | 1 | $0 |
| BEVERLY DANNER | BOARD MEMBER Trustee or director | 1 | $0 |
12 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SARAH RHODES | BOARD MEMBER Trustee or director | 1 | $0 |
| TAMMY SMITH | BOARD MEMBER Trustee or director | 1 | $0 |
| DR JENNIFER GRIFFIN | BOARD MEMBER Trustee or director | 1 | $0 |
| MICHAEL EDWARDS | BOARD MEMBER Trustee or director | 1 | $0 |
| THAD SCRONCE | BOARD MEMBER Trustee or director | 1 | $0 |
| ANNETTE FORBES | BOARD MEMBER Trustee or director | 1 | $0 |
| DR AMY WOOD | BOARD MEMBER Trustee or director | 1 | $0 |
| CODY WIGLEY | BOARD MEMBER Trustee or director | 1 | $0 |
| REED BAER | BOARD MEMBER Trustee or director | 1 | $0 |
| JANNA CHILTON | BOARD MEMBER Trustee or director | 1 | $0 |
| DENNIS JOHNSON | BOARD MEMBER Trustee or director | 1 | $0 |
| MARK BUMGARNER | EXECUTIVE DIRECTOR Officer | 40 | $0 |
990 for the year ended December 31, 2024: 29 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARK BUMGARNER | EXECUTIVE DIRECTOR Officer | 40 | $83,366 |
| JOHANN LOUCHEZ | PRESIDENT Trustee or director, Officer | 2 | $0 |
| KIRSTEN MAYNARD | VICE PRESIDENT Trustee or director, Officer | 2 | $0 |
| JOANNA VIOLA | TREASURER Trustee or director, Officer | 2 | $0 |
| HENRY MORPHIS | PAST PRESIDENT Trustee or director, Officer | 2 | $0 |
| PATRICK BROOS | CAMPAIGN CHAIR Trustee or director, Officer | 2 | $0 |
| KAREN HARRINGTON | MEMBER AT LARGE Trustee or director | 2 | $0 |
| MARSHALL DEAL | BOARD MEMBER Trustee or director | 1 | $0 |
| CASSIA DOWDY | BOARD MEMBER Trustee or director | 1 | $0 |
| HONEY ESTRADA | BOARD MEMBER Trustee or director | 1 | $0 |
| JAY TEETER | BOARD MEMBER Trustee or director | 1 | $0 |
| JENNIFER WHIPPLE | BOARD MEMBER Trustee or director | 1 | $0 |
| PAUL MURRAY | BOARD MEMBER Trustee or director | 1 | $0 |
| KIMBERLY WHITLEY | BOARD MEMBER Trustee or director | 1 | $0 |
| AVERY STALEY | BOARD MEMBER Trustee or director | 1 | $0 |
| DR FELICIA SIMMONS | BOARD MEMBER Trustee or director | 1 | $0 |
| MARCHETA CAMPBELL | BOARD MEMBER Trustee or director | 1 | $0 |
| BEVERLY DANNER | BOARD MEMBER Trustee or director | 1 | $0 |
| SARAH RHODES | BOARD MEMBER Trustee or director | 1 | $0 |
| TAMMY SMITH | BOARD MEMBER Trustee or director | 1 | $0 |
| DR JENNIFER GRIFFIN | BOARD MEMBER Trustee or director | 1 | $0 |
| DR BRETT STARR | BOARD MEMBER Trustee or director | 1 | $0 |
| MICHAEL EDWARDS | BOARD MEMBER Trustee or director | 1 | $0 |
| DON BROWN | BOARD MEMBER Trustee or director | 1 | $0 |
| CODY WIGLEY | BOARD MEMBER Trustee or director | 1 | $0 |
| SUSAN MATTHEWS | BOARD MEMBER Trustee or director | 1 | $0 |
| KRISTY HEDRICK | BOARD MEMBER Trustee or director | 1 | $0 |
| JANNA CHILTON | BOARD MEMBER Trustee or director | 1 | $0 |
| REED BAER | BOARD MEMBER Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 30 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARK BUMGARNER | EXECUTIVE DIRECTOR Officer | 40 | $83,401 |
| JOHANN LOUCHEZ | PRESIDENT Trustee or director, Officer | 2 | $0 |
| KIRSTEN MAYNARD | VICE PRESIDENT Trustee or director, Officer | 2 | $0 |
| PATRICK UNDERDOWN | TREASURER Trustee or director, Officer | 2 | $0 |
| HENRY MORPHIS | PAST PRESIDENT Trustee or director, Officer | 2 | $0 |
| PATRICK BROOS | CAMPAIGN CHAIR Trustee or director, Officer | 2 | $0 |
| KAREN HARRINGTON | COMMUNITY INVESTMENTS PANEL CHAIR Trustee or director | 2 | $0 |
| MARSHALL DEAL | BOARD MEMBER Trustee or director | 1 | $0 |
| JOANNA VIOLA | BOARD MEMBER Trustee or director | 1 | $0 |
| CASSIA DOWDY | BOARD MEMBER Trustee or director | 1 | $0 |
| HONEY ESTRADA | BOARD MEMBER Trustee or director | 1 | $0 |
| JAY TEETER | BOARD MEMBER Trustee or director | 1 | $0 |
| KENNETH TEMPLE | BOARD MEMBER Trustee or director | 1 | $0 |
| RAE THOMPSON | BOARD MEMBER Trustee or director | 1 | $0 |
| KIMBERLY WHITLEY | BOARD MEMBER Trustee or director | 1 | $0 |
| AVERY STALEY | BOARD MEMBER Trustee or director | 1 | $0 |
| DR FELICIA SIMMONS | BOARD MEMBER Trustee or director | 1 | $0 |
| MARCHETA CAMPBELL | BOARD MEMBER Trustee or director | 1 | $0 |
| BEVERLY DANNER | BOARD MEMBER Trustee or director | 1 | $0 |
| SARAH RHODES | BOARD MEMBER Trustee or director | 1 | $0 |
| TAMMY SMITH | BOARD MEMBER Trustee or director | 1 | $0 |
| DR BRIAN TAYLOR | BOARD MEMBER Trustee or director | 1 | $0 |
| DR BRETT STARR | BOARD MEMBER Trustee or director | 1 | $0 |
| MICHAEL EDWARDS | BOARD MEMBER Trustee or director | 1 | $0 |
| DON BROWN | BOARD MEMBER Trustee or director | 1 | $0 |
| CODY WIGLEY | BOARD MEMBER Trustee or director | 1 | $0 |
| SUSAN MATTHEWS | BOARD MEMBER Trustee or director | 1 | $0 |
| KRISTY HEDRICK | BOARD MEMBER Trustee or director | 1 | $0 |
| COLE STOCKTON | BOARD MEMBER Trustee or director | 1 | $0 |
| JANNA CHILTON | BOARD MEMBER Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 2760 TATE BLVD SE, HICKORY, NC 28602-1448
- In care of
- % TAMMY DOTSON
- Principal officer (990 for 2025)
- MARK BUMGARNER, PO BOX 2425, HICKORY, NC 28603
- Signed the 990
- MARK BUMGARNER, EXECUTIVE DIRECTOR
- Phone
- (828) 327-6851
- Website
- WWW.CCUNITEDWAY.COM
- Return prepared by
- LOWDERMILK CHURCH & CO LLP
Mission
THE MISSION OF CATAWBA COUNTY UNITED WAY IS TO BUILD RELATIONSHIPS AND TO SUPPORT OUR COMMUNITY THROUGH COLLABORATION, COMPASSION AND PURPOSE.
Program accomplishments
- 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.Expenses $935,109 · grants $710,621 · revenue $17,112
- 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.
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | Check at the IRS |
IRS record
- EIN
- 56-0774714
- 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
- 1946
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T700)
- Assets (IRS master file)
- $2,182,760
- Income (IRS master file)
- $381,834
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $381,834 | $1,041,988 | $2,182,760 | IRS |
| 990 | December 2024 | $1,145,007 | $1,425,666 | $2,410,909 | XML |
| 990 | December 2023 | $1,100,848 | $1,287,984 | $2,527,828 | XML |
| 990 | December 2022 | $1,292,142 | $1,161,990 | $2,722,326 | 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 56-0774714).
Questions about CATAWBA COUNTY UNITED WAY INC
- What is the EIN of CATAWBA COUNTY UNITED WAY INC?
- The employer identification number (EIN) of CATAWBA COUNTY UNITED WAY INC is 56-0774714.
- Is CATAWBA COUNTY UNITED WAY INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1946.
- Are donations to CATAWBA COUNTY UNITED WAY INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does CATAWBA COUNTY UNITED WAY 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 CATAWBA COUNTY UNITED WAY INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CATAWBA COUNTY UNITED WAY INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of CATAWBA COUNTY UNITED WAY INC?
- The 990 for the year ended June 30, 2025 names MARK BUMGARNER.
- Who are the officers and directors of CATAWBA COUNTY UNITED WAY INC?
- The 990 for the year ended June 30, 2025 lists 27 people; 0 received compensation from the organization.
- How much revenue does CATAWBA COUNTY UNITED WAY INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $381,834, expenses of $1,041,988 and total assets of $2,182,760 at year end.
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All nonprofits in HICKORY · North Carolina · Philanthropy, voluntarism and grantmaking foundations