Nonprofit · EIN 56-0929553
BURKE COUNTY UNITED WAY
Tax-exempt · MORGANTON, NC 28655
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $795,369 | $471,237 | $324,132 | $739,029 | $11,110 | $727,919 |
| June 30, 2024 | 990 | $423,540 | $484,929 | -$61,389 | $410,180 | $6,491 | $403,689 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $773,938
- Program service revenue
- $0
- Investment income
- $26,152
- Net income from fundraising events
- -$11,499
- Other revenue
- -$4,721
Expenses
- Grants and similar amounts paid
- $203,521
- Other salaries and wages
- $150,448
- Salaries, compensation and benefits (total)
- $174,800
- Professional fundraising fees
- $0
- Accounting fees
- $10,399
- Occupancy
- $15,875
- Travel
- $813
- Depreciation
- $275
- Program services (functional)
- $380,624
- Management and general (functional)
- $46,363
- Fundraising (functional)
- $44,250
Balance sheet and other
- Total assets, start of year
- $410,180
- Total assets, end of year
- $739,029
- Total liabilities, end of year
- $11,110
- Net assets, end of year
- $727,919
- Land, buildings and equipment
- $648
- Net assets without donor restrictions
- $104,062
- Net assets with donor restrictions
- $623,857
- Gross receipts
- $829,637
- Employees
- 5
- Volunteers
- 0
- Year formed
- 1969
- 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 |
|---|---|---|---|
| MAUREEN MO SCHWIND | EXECUTIVE DIRECTOR Trustee or director, Officer | 20 | $33,431 |
| SCOTT BROOKS | VP OF FUND DEVELOPMENT & SPECIAL GIFTS Trustee or director, Officer | 2 | $0 |
| SARAH CRISP | BOARD MEMBER Trustee or director, Officer | 2 | $0 |
| CINDY DAVIES | PRESIDENT Trustee or director, Officer | 2 | $0 |
| CONNIE FRANKLIN | BOARD MEMBER Trustee or director, Officer | 2 | $0 |
| AMANDA GRADY | BOARD MEMBER Trustee or director | 1 | $0 |
| JOHN HAGAMANN | VP FUND DEVELOPMENT Trustee or director | 1 | $0 |
| KIM LOGAN | VP OF MARKETING & COMMUNIC Trustee or director, Officer | 2 | $0 |
| PAT MOLL | VP FUND DEVELOPMENT Trustee or director | 1 | $0 |
| BARBARA MYERS | BOARD MEMBER Trustee or director | 1 | $0 |
| ERICA SCHWARTING HARRISON | BOARD MEMBER Trustee or director | 1 | $0 |
| CHERYL SHUFFLER | BOARD MEMBER Trustee or director | 1 | $0 |
| TAL STEPHANIDES | BOARD MEMBER Trustee or director | 1 | $0 |
| JOE TALLENT | SECRETARY Trustee or director | 1 | $0 |
| MAKAYLA VANCE | BOARD MEMBER Trustee or director | 1 | $0 |
2 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SHERI WATTS | TREASURER Trustee or director | 1 | $0 |
| ALAN WOOD | PAST PRESIDENT Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 20 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MAUREEN MO SCHWIND | EXECUTIVE DIRECTOR Trustee or director, Officer | 20 | $28,368 |
| RODNEY HARRELSON | BOARD MEMBER Trustee or director, Officer | 2 | $0 |
| ALAN WOOD | PRESIDENT Trustee or director, Officer | 2 | $0 |
| JEAN VANNOPPEN | BOARD MEMBER Trustee or director, Officer | 2 | $0 |
| CHERYL SHUFFLER | BOARD MEMBER Trustee or director, Officer | 2 | $0 |
| DALLAS STOUDENMIRE | BOARD MEMBER Trustee or director | 1 | $0 |
| RANDY BURNS | BOARD MEMBER Trustee or director | 1 | $0 |
| JOHN HAGAMANN | VP OF MARKETING & COMMUNICATIONS Trustee or director, Officer | 2 | $0 |
| CINDY DAVIES | VP FUND DEVELOPMENT Trustee or director | 1 | $0 |
| DILLON SMITH | BOARD MEMBER Trustee or director | 1 | $0 |
| SARA LECROY | BOARD MEMBER Trustee or director | 1 | $0 |
| KIM LOGAN | BOARD MEMBER Trustee or director | 1 | $0 |
| PAT MOLL | BOARD MEMBER Trustee or director | 1 | $0 |
| CONNIE FRANKLIN | BOARD MEMBER Trustee or director | 1 | $0 |
| AMANDA GRADY | BOARD MEMBER Trustee or director | 1 | $0 |
| RICO GUILLEN | BOARD MEMBER Trustee or director | 1 | $0 |
| TAL STEPHANIDES | BOARD MEMBER Trustee or director | 1 | $0 |
| BARBARA MYERS | BOARD MEMBER Trustee or director | 1 | $0 |
| SHERI WATTS | TREASURER Trustee or director | 2 | $0 |
| JOE TALLENT | SECRETARY Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 121 W UNION ST, MORGANTON, NC 28655-3459
- Principal officer (990 for 2024)
- MAUREEN SCHWIND, 121 W UNION ST, MORGANTON, NC 28655
- Signed the 990
- MAUREEN SCHWIND, EXECUTIVE DIRECTOR
- Phone
- (828) 433-0681
- Website
- WWW.BCUW.ORG
- Return prepared by
- LOWDERMILK CHURCH & CO LLP
Mission
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.
Program accomplishments
- 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.Expenses $380,624 · grants $203,521
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 | 990 on file |
IRS record
- EIN
- 56-0929553
- 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
- 1971
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T70Z)
- Assets (IRS master file)
- $739,029
- Income (IRS master file)
- $829,637
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $795,369 | $471,237 | $739,029 | XML |
| 990 | June 2024 | $423,540 | $484,929 | $410,180 | XML |
| 990 | June 2023 | $355,261 | $272,785 | $474,808 | IRS |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | 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 56-0929553).
Questions about BURKE COUNTY UNITED WAY
- What is the EIN of BURKE COUNTY UNITED WAY?
- The employer identification number (EIN) of BURKE COUNTY UNITED WAY is 56-0929553.
- Is BURKE COUNTY UNITED WAY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1971.
- Are donations to BURKE COUNTY UNITED WAY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does BURKE COUNTY UNITED WAY 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 BURKE COUNTY UNITED WAY 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 BURKE COUNTY UNITED WAY 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 BURKE COUNTY UNITED WAY?
- The 990 for the year ended June 30, 2025 names MAUREEN SCHWIND.
- Who are the officers and directors of BURKE COUNTY UNITED WAY?
- The 990 for the year ended June 30, 2025 lists 17 people; 1 received compensation from the organization, the highest $33,431 (MAUREEN MO SCHWIND, EXECUTIVE DIRECTOR).
- How much revenue does BURKE COUNTY UNITED WAY have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $795,369, expenses of $471,237 and total assets of $739,029 at year end.
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All nonprofits in MORGANTON · North Carolina · Philanthropy, voluntarism and grantmaking foundations