HENDERSON COUNTY UNITED WAY INC

Financials

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.

Address and contacts

Address (IRS master file)

PO BOX 487, HENDERSONVLLE, NC 28793-0487

In care of

% ROBIN MORGAN

Principal officer (990 for 2024)

Katherine Carlton, PO Box 487, Hendersonville, NC 287930487

Signed the 990

Katherine Carlton, Executive Director

Phone

(828) 692-1636

Website

liveunitedhc.org

Return prepared by

Prager Metis CPAs PLLC

Mission

To organize and mobilize community resources to improve lives of Henderson County residents.

Program accomplishments

• United Way of Henderson County (UWHC) has served our community since 1953 and is committed to serving our Henderson County neighbors for decades to come. Our work to organize and mobilize community resources to improve the lives of Henderson County residents is making a lasting and transformational impact throughout our community. On September 27th, 2024, Tropical Storm Helene caused devastating damage throughout our community. Building upon decades of partnerships, trust, and experience mobilizing resources, UWHC stepped up to serve at an elevated capacity to help our community. Our team was on the ground the first week after the storm mobilizing volunteers and supplies, raising funds, driving emergency information routes for EMS, and creating the framework for our county's nonprofit response and recovery. Our rapid and impactful response in the aftermath of Helene demonstrates our steadfast ability to build upon seventy years of partnerships and service to meet our communities' greatest needs. As you will read below, these monumental accomplishments occurred in tandem with the growing impact that we continue to create through our signature programming. Our strategic direction is guided by our 2023-28 Strategic Plan. The plan focuses on 4 bold goals relating to community impact, resource development, community engagement and education, and organizational capacity, while ensuring that we build capacity and embed equity throughout our organization. UWHC maintains rigorous standards of financial stewardship and public accountability. We undergo an annual independent audit conducted in accordance with generally accepted auditing standards. UWHC holds a Four-Star rating from Charity Navigator and a Platinum Transparency designation from Candid. Governed by a committed volunteer Board of Directors, UWHC ensures that all community investment funding decisions are made by panels of community volunteers who evaluate programs and outcomes. This community-driven approach ensures transparency, accountability, and alignment with local priorities.UWHC works hard to leverage broad community support (financial, in-kind, volunteer) to ensure that our community receives the maximum benefit. We are proud that UWHC puts over a dollar of value back into the community for every dollar raised when accounting for cash and non-cash value of in-kind and volunteer hours. Our core mission support, covering our fundraising, management and general expenses, is 7%. UWHC's cash investment to assist the community during the 2024-25 fiscal year was more than $2.6 million. In total, UWHC awarded more than 75 grants to local nonprofit agencies FY25 and helped to provide more than 40,000 local services to Henderson County neighbors in need. Our 2024-25 Community Investment grant funding includes support for 42 programs across 25 local nonprofits supporting the health, education, financial stability and basic needs of Henderson County neighbors. We also provided pivotal funding for 13 local food pantries to increase access to healthy, nutritionally dense foods for families in need and awarded 30 local Helene Response and Recovery Grants to support our community as we continue to recover from Helene. Our ability to organize and mobilize local volunteers and leverage gift-in-kind donations provided over 10,000 volunteer hours for a non-cash value of over $470,000 in local support. In October 2024 alone, we connected more than 1,500 volunteers to serve 6,600 hours to support Helene response and recovery. Our Annual Days of Caring initiative mobilized 280 volunteers who contributed 1,293 hours in May 2025. Collectively, we completed 26 projects at 22 organizations in addition to providing essential support for the National Letter Carriers' Stamp Out Hunger Food Drive that collected over 39,000 pounds of nonperishable food from residents to support local food pantries. Throughout the year, our Women United affinity group and local corporate partners held donation drives providing additional gift-in-kind support. Bikes 4 Kids (B4K) is an annual fundraiser that provides bicycles and helmets to local families in need during the holiday season. In partnership with The Tempo Project and local bike club Tempo Cyclisme, B4K partners with local businesses, athletes, and volunteers to raise funds to purchase bikes and helmets for children in our community. During the 2024 holiday season, we donated more than 200 bikes and helmets to local children through The Storehouse's Blessings in Boxes program. In addition to the impactful funding and volunteer support we provide, we also run five internal programs that are making a big impact in Henderson County. Our signature programs are Born Learning Trails, Girls EMpowered, Rising Leaders, EveryDay Strong, and our newest program, the Disaster Recovery Partnership. Our Born Learning Trails are a series of 10 interactive, bilingual signs that offer fun, active learning for children and their families as they walk along the trail. We host two trails in Henderson County, located at Mills River Park and on the Oklawaha Greenway. These educational trails promote learning in a fun and interactive way while boosting language, reading, problem-solving, and critical thinking skills.Girls EMpowered (GEM), is a weekly after school program designed to increase self-esteem and school success for girls. GEM helps ensure that every girl in our Henderson County Public School system has the opportunity to thrive as they reach for their goals. The program is offered to both 5th graders and 8th graders, as these are pivotal years where students prepare to transition from elementary to middle school, and then from middle to high school. GEM has empowered more than 400 girls since 2017 and continues to grow each year. Rising Leaders is a UWHC Program designed to develop the next generation of community leaders and board members for Henderson County non-profit organizations. In 2024-25, 16 Rising Leaders completed the 14th year of our Rising Leaders program. These graduates join more than 300 UWHC Rising Leaders graduates who are now ready and able to serve on local boards. EveryDay Strong focuses on training trusted adults, peers, and professionals in evidence-based mental and behavioral health practices to support youth. In 2024, UWHC held its first community class in WNC, attended by 40 nonprofit staff from 15 organizations, with sessions offered in English and Spanish. In 2025, trained presenters shared EveryDay Strong through more than 12 presentations including to WNC Big Brothers Big Sisters mentors, YMCA of WNC employees, and leadership at the Henderson County Education Foundation. Another way UWHC strengthens the safety net woven through our community is by ensuring people know how to access resources through nc211.org or by calling 2-1-1. NC 211 is an information and referral service provided by United Way of North Carolina and powered by local United Ways like UWHC. We are proud to partner with this essential service to help connect residents in need to local resources. UWHC plays a central role in strengthening and rebuilding Henderson County, from immediate disaster response to long-term recovery. Built on a strong foundation of collaboration, communication, and trust among nonprofit partners, UWHC leads coordinated community efforts during times of crisis. Following Hurricane Helene, UWHC served as the nonprofit leader and convener for disaster response and recovery across Henderson County. In partnership with Henderson County Government, FEMA, the American Red Cross, and more than 70 local and regional organizations, UWHC mobilized critical funding, volunteers, and essential supplies. UWHC also maintained a continuous presence at the County's Disaster Recovery Center from opening to closure, ensuring residents were connected to vital nonprofit resources.UWHC's proven track record of community engagement, accountability, and trusted leadership led the Henderson County Long-Term Recovery Steering Committee to select UWHC as the lead agency and fiscal sponsor of the newly established Disaster Recovery Partnership (DRP).The DRP is dedicated to uniting and empowering Henderson County communities in the face of disaster. Its mission is to promote effective information sharing, streamline access to essential resources for individuals and families, and collaboratively address unmet recovery needs. The partnership envisions a resilient, connected community that is prepared to overcome adversity and respond to future challenges with confidence and solidarity.Through this initiative, UWHC continues to fulfill its mission of organizing and mobilizing community resources by leveraging local, regional, and national networks to meet the ongoing recovery needs stemming from Helene.
  Expenses $2,627,196 · grants $1,092,382

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.

IRS record

EIN

56-0890133

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

1977

Accounting year ends

June

Files

Form 990 or 990-EZ

Category (NTEE)

Philanthropy, voluntarism and grantmaking foundations (T70Z)

Assets (IRS master file)

$2,938,700

Income (IRS master file)

$3,407,739

Filing history

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 56-0890133).

Questions about HENDERSON COUNTY UNITED WAY INC

What is the EIN of HENDERSON COUNTY UNITED WAY INC?

The employer identification number (EIN) of HENDERSON COUNTY UNITED WAY INC is 56-0890133.

Is HENDERSON COUNTY UNITED WAY INC tax-exempt?

Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1977.

Are donations to HENDERSON COUNTY UNITED WAY INC tax-deductible?

Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).

Which annual return does HENDERSON 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 HENDERSON 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 HENDERSON 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 HENDERSON COUNTY UNITED WAY INC?

The 990 for the year ended June 30, 2025 names Katherine Carlton.

Who are the officers and directors of HENDERSON COUNTY UNITED WAY INC?

The 990 for the year ended June 30, 2025 lists 26 people; 2 received compensation from the organization, the highest $86,824 (Carlton Katherine, Executive Director).

How much revenue does HENDERSON COUNTY UNITED WAY INC have?

On its 990 for the year ended June 30, 2025 it reported revenue of $3,407,739, expenses of $2,853,885 and total assets of $2,938,700 at year end.

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All nonprofits in HENDERSONVLLE · North Carolina · Philanthropy, voluntarism and grantmaking foundations