Nonprofit · EIN 56-6067038
CALDWELL COUNTY UNITED FUND
Tax-exempt · LENOIR, NC 28645
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $829,645 | $520,734 | $308,911 | $880,067 | $190,273 | $689,794 |
| June 30, 2024 | 990 | $354,796 | $425,593 | -$70,797 | $596,931 | $195,544 | $401,387 |
| June 30, 2023 | 990 | $395,216 | $403,993 | -$8,777 | $473,223 | $1,039 | $472,184 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $822,038
- Program service revenue
- $0
- Investment income
- $4,007
- Net rental income
- $3,600
- Other revenue
- $3,600
Expenses
- Grants and similar amounts paid
- $361,775
- Compensation of officers, directors and key employees
- $77,016
- Salaries, compensation and benefits (total)
- $77,016
- Professional fundraising fees
- $0
- Accounting fees
- $1,616
- Occupancy
- $4,876
- Travel
- $2,813
- Depreciation
- $6,108
- Program services (functional)
- $421,704
- Management and general (functional)
- $32,894
- Fundraising (functional)
- $66,136
Balance sheet and other
- Total assets, start of year
- $596,931
- Total assets, end of year
- $880,067
- Total liabilities, end of year
- $190,273
- Net assets, end of year
- $689,794
- Land, buildings and equipment
- $231,564
- Net assets without donor restrictions
- $334,207
- Net assets with donor restrictions
- $355,587
- Gross receipts
- $829,645
- Employees
- 1
- Volunteers
- 50
- Year formed
- 1945
- 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 |
|---|---|---|---|
| JAMIE WILLIS | EXECUTIVE DIRECTOR Officer | 40 | $68,050 |
| JON BLAIR | TREASURER Officer | 1 | $0 |
| JUSTIN BARBER | DIRECTOR Trustee or director | 1 | $0 |
| HANNAH ROMERO | DIRECTOR Trustee or director | 1 | $0 |
| WILLIAM ROMERO | DIRECTOR Trustee or director | 1 | $0 |
| SARA WERT | PRESIDENT Officer | 1 | $0 |
| LINDSAY COX | DIRECTOR Trustee or director | 5 | $0 |
| HANNAH MORRISON | DIRECTOR Trustee or director | 1 | $0 |
| ANDREW ORTIZ | DIRECTOR Trustee or director | 1 | $0 |
| SUSAN STRAWN | DIRECTOR Trustee or director | 1 | $0 |
| TAISHA TAYLOR | DIRECTOR Trustee or director | 1 | $0 |
| BRIANNA WERT | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 15 people
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| JAMIE WILLIS | EXECUTIVE DIRECTOR Trustee or director, Officer | 40 | $68,050 | $3,979 |
| JESSE TRIVETTE | PRESIDENT Officer | 1 | $0 | $0 |
| KAITLYN CRAWFORD | CAMPAIGN CHAIR Trustee or director | 1 | $0 | $0 |
| JON BLAIR | TREASURER Officer | 1 | $0 | $0 |
| JUSTIN BARBER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ALLISON BUTLER | DIRECTOR Officer | 1 | $0 | $0 |
| HANNAH MORRISON | DIRECTOR Officer | 1 | $0 | $0 |
| WILLIAM ROMERO | DIRECTOR Trustee or director | 1 | $0 | $0 |
| HANNAH ROMERO | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SUSAN STRAWN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| TIASHA TAYLOR | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KRISTY MONEY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ANDREW ORTIZ | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BRIANNA WERT | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SARA WERT | DIRECTOR Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2023: 10 people
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| JAMIE WILLIS | EXECUTIVE DIRECTOR Officer | 40 | $68,050 | $4,552 |
| JON BLAIR | TREASURER Officer | 1 | $0 | $0 |
| BRIANNA WERT | DIRECTOR Trustee or director | 1 | $0 | $0 |
| HANNAH ROMERO | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MARY KINCAID | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JESSE TRIVETTE | PRESIDENT Officer | 1 | $0 | $0 |
| CHERIE MESSER | DIRECTOR Trustee or director | 5 | $0 | $0 |
| SARA WERT | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KAITLYN CRAWFORD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ANNA MARTIN | DIRECTOR Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1316, LENOIR, NC 28645-1316
- Principal officer (990 for 2024)
- KATHY AUSTIN, PO BOX 1316, LENOIR, NC 28645
- Signed the 990
- JAMIE WILLIS, EXECUTIVE DIRECTOR
- Phone
- (828) 758-9300
- Website
- WWW.CALDWELLUNITEDWAY.ORG
- Return prepared by
- Renee D Sigmon CPA PLLC
Mission
THE ORGANIZATIONS MISSION IS TO RAISE FUNDS THROUGH AN ANNUAL FUNDRAISING DRIVE AND DISTRIBUTE THE FUNDS TO PARTICIPATING AGENCIES THAT PROVIDE COMMUNITY AND PUBLIC HEALTH
Program accomplishments
- THE ORGANIZATION RAISED FUNDS THROUGH ITS ANNUAL FUNDRAISING DRIVE AND DISTRIBUTED THE FUNDS TO PARTICIPATING AGENCIES WHO USE THE FUNDS TO PROVIDE COMMUNITY AND PUBLIC HEALTH SERVICES.Expenses $397,737 · grants $361,775 · revenue $822,038
- ALL OTHER ACCOMPLISHMENT THESE ARE FUNDS USED IN PROVIDING THE NECESSARY SUPPORT TO PARTICIPATING AGENCIES.Expenses $23,967 · grants $21,088
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
- 56-6067038
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1950
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $880,067
- Income (IRS master file)
- $829,645
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $829,645 | $520,734 | $880,067 | IRS |
| 990 | June 2024 | $354,796 | $425,593 | $596,931 | XML |
| 990 | June 2023 | $395,216 | $403,993 | $473,223 | XML |
| 990 | June 2022 | $402,782 | $403,212 | $481,594 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | March 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 56-6067038).
Questions about CALDWELL COUNTY UNITED FUND
- What is the EIN of CALDWELL COUNTY UNITED FUND?
- The employer identification number (EIN) of CALDWELL COUNTY UNITED FUND is 56-6067038.
- Is CALDWELL COUNTY UNITED FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1950.
- Are donations to CALDWELL COUNTY UNITED FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does CALDWELL COUNTY UNITED FUND 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 CALDWELL COUNTY UNITED FUND 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 CALDWELL COUNTY UNITED FUND 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 CALDWELL COUNTY UNITED FUND?
- The 990 for the year ended June 30, 2025 names KATHY AUSTIN.
- Who are the officers and directors of CALDWELL COUNTY UNITED FUND?
- The 990 for the year ended June 30, 2025 lists 12 people; 1 received compensation from the organization, the highest $68,050 (JAMIE WILLIS, EXECUTIVE DIRECTOR).
- How much revenue does CALDWELL COUNTY UNITED FUND have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $829,645, expenses of $520,734 and total assets of $880,067 at year end.
Other nonprofits in LENOIR
- CALDWELL MEMORIAL HOSPITAL INC EIN 56-0554202 · last filed 990 for 2025
- BLUE RIDGE ELECTRIC MEMBERSHIP CORPORATION EIN 56-0160075 · last filed 990 for 2025
- CALDWELL HOSPICE AND PALLIATIVE CARE INC EIN 56-1338470 · last filed 990 for 2025
- COMSERV INC EIN 56-1717932 · last filed 990 for 2025
- FOUNDATION OF THE CALDWELL COMMUNITY COLLEGE AND TECHNICAL EIN 23-7212721 · last filed 990 for 2026
- BROYHILL FAMILY FOUNDATION INC EIN 56-6054119 · last filed 990-PF for 2024
- THE JONAS FOUNDATION EIN 56-1459346 · last filed 990-PF for 2025
- HELPING HANDS CLINIC INC EIN 56-2076541 · last filed 990 for 2025