Nonprofit · EIN 57-0314377
UNITED WAY OF THE PIEDMONT INC
Tax-exempt · SPARTANBURG, SC 29304
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2025 | 990 | $5,403,229 | $5,501,202 | -$97,973 | $3,523,234 | $1,558,691 | $1,964,543 |
| March 31, 2024 | 990 | $5,293,207 | $5,128,660 | $164,547 | $3,279,597 | $1,240,133 | $2,039,464 |
| March 31, 2023 | 990 | $13,287,779 | $13,953,442 | -$665,663 | $3,314,453 | $1,439,827 | $1,874,626 |
Financial details: 990 for the year ended March 31, 2025
Revenue
- Contributions, gifts and grants
- $5,195,109
- of which government grants
- $234,254
- Program service revenue
- $162,731
- Investment income
- $45,053
- Other revenue
- $336
Expenses
- Grants and similar amounts paid
- $2,609,612
- Compensation of officers, directors and key employees
- $306,941
- Other salaries and wages
- $1,235,877
- Salaries, compensation and benefits (total)
- $1,846,091
- Professional fundraising fees
- $0
- Legal fees
- $1,817
- Accounting fees
- $62,500
- Occupancy
- $114,192
- Travel
- $21,174
- Depreciation
- $2,747
- Program services (functional)
- $4,700,291
- Management and general (functional)
- $542,679
- Fundraising (functional)
- $258,232
Balance sheet and other
- Total assets, start of year
- $3,279,597
- Total assets, end of year
- $3,523,234
- Total liabilities, end of year
- $1,558,691
- Net assets, end of year
- $1,964,543
- Land, buildings and equipment
- $13,035
- Gross receipts
- $5,403,229
- Employees
- 41
- Volunteers
- 630
- Year formed
- 1936
- State of legal domicile
- SC
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 March 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| PAIGE STEPHENSON | PRESIDENT/CE Officer | 40 | $166,518 | $10,441 |
| CHRIS NEELY | VP FINANCE & Officer | 40 | $117,890 | $9,780 |
| MITCH KENNEDY | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| EARL ALEXANDER | SEC/TREAS TI Trustee or director, Officer | 1 | $0 | $0 |
| JENNIFER CASH | SEC/TREAS FR Trustee or director, Officer | 1 | $0 | $0 |
| TONY ACEVEDO | DIRECTOR Trustee or director | 1 | $0 | $0 |
| LAURA BARBAS-RHODEN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DENISE BEERS-KIEPPER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DONDA BISHOP | DIRECTOR Trustee or director | 1 | $0 | $0 |
| REED BROWN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| NICOLE CALDWELL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MARQUICE CLARK | DIRECTOR Trustee or director | 1 | $0 | $0 |
| PARKES COGGINS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KURT DALLAS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BRIAN EARNEST | DIRECTOR Trustee or director | 1 | $0 | $0 |
18 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SHAUNTE EVANS | DIRECTOR Trustee or director | 1 | $0 |
| SKY FOSTER | DIRECTOR Trustee or director | 1 | $0 |
| JOEY FOWLER | DIRECTOR Trustee or director | 1 | $0 |
| JULIE FOWLER | DIRECTOR Trustee or director | 1 | $0 |
| GREYSON FURNAS | DIRECTOR Trustee or director | 1 | $0 |
| DANA GOTTMAN | DIRECTOR Trustee or director | 1 | $0 |
| ANGELA HALSTEAD | DIRECTOR Trustee or director | 1 | $0 |
| BENNIE HARRIS | DIRECTOR Trustee or director | 1 | $0 |
| KATIE HENDERSON | DIRECTOR Trustee or director | 1 | $0 |
| SARAH KEIM STALLARD | DIRECTOR Trustee or director | 1 | $0 |
| KATE KONOPASEK | DIRECTOR Trustee or director | 1 | $0 |
| BETH LANCASTER | DIRECTOR Trustee or director | 1 | $0 |
| MICHAEL LANGLEY | DIRECTOR Trustee or director | 1 | $0 |
| ANDREA MOORE | DIRECTOR Trustee or director | 1 | $0 |
| GIA QUINONES | DIRECTOR Trustee or director | 1 | $0 |
| CHRIS SANTORO | DIRECTOR Trustee or director | 1 | $0 |
| JOSH THOMPSON | DIRECTOR Trustee or director | 1 | $0 |
| TIMIKA WILSON | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended March 31, 2024: 34 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| PAIGE STEPHENSON | PRESIDENT/CE Officer | 40 | $150,458 | $9,032 |
| CHRIS NEELY | VP FINANCE & Officer | 40 | $104,932 | $3,455 |
| MITCH KENNEDY | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| EARL ALEXANDER | SECRETARY/TR Trustee or director, Officer | 1 | $0 | $0 |
| ROB BARRETT | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DENISE BEERS-KIEPPER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JAY BEESON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DAWN BINGHAM | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DONDA BISHOP | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KATHLEEN BRADY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| REED BROWN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JENNIFER CASH | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MARQUICE CLARK | DIRECTOR Trustee or director | 1 | $0 | $0 |
| PARKES COGGINS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KURT DALLAS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SHAUNTE EVANS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DANA FALL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SKY FOSTER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JOEY FOWLER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DANA GOTTMAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ANGELA HALSTEAD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BENNIE HARRIS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CRAIG HAYDAMACK | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KATIE HENDERSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| TODD HORNE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SARAH KEIM | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BETH LANCASTER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ANDREA MOORE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| GIA QUINONES | DIRECTOR Trustee or director | 1 | $0 | $0 |
| LANCE RADFORD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| LAURA BARBAS-RHODEN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CHRIS SANTORO | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JIM SHANK | DIRECTOR Trustee or director | 1 | $0 | $0 |
| TIMIKA WILSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
990 for the year ended March 31, 2023: 40 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| PAIGE STEPHENSON | PRESIDENT/CE Officer | 40 | $152,670 | $14,604 |
| DEBORAH BERTELSMAN | VP OF FINANC Officer | 40 | $110,188 | $13,427 |
| KATHLEEN BRADY | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| EARL ALEXANDER | SECRETARY/TR Trustee or director, Officer | 1 | $0 | $0 |
| ANU AGARWAL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ROB BARRETT | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DENISE BEERS-KIEPPER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JAY BEESON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| WALTER BENNETT | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DAWN BINGHAM | DIRECTOR Trustee or director | 1 | $0 | $0 |
| REGGIE BROWNING | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JENNIFER CASH | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MAQUICE CLARK | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SCOTT COCHRAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| PARKES COGGINS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KURT DALLAS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KEVIN DRAKE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SHAUNTE EVANS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DANA FALL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SKY FOSTER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JOEY FOWLER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DANA GOTTMAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ANGELA HALSTEAD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BENNIE HARRIS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CRAIG HAYDAMACK | DIRECTOR Trustee or director | 1 | $0 | $0 |
| TODD HORNE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MITCH KENNEDY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| RENEE KLEIN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BETH LANCASTER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| LORI MCMILLAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ANDREA MOORE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| PAUL NEWHOUSE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| LANCE RADFORD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| LAURA BARBAS-RHODEN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CHRIS SANTORO | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JIM SHANK | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BRYAN STONE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JONATHAN WALLER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| TIMIKA WILSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| STEVEN WISE | DIRECTOR Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 5624, SPARTANBURG, SC 29304-5624
- Principal officer (990 for 2024)
- PAIGE STEPHENSON, PO BOX 5624, SPARTANBURG, SC 29304
- Signed the 990
- PAIGE STEPHENSON, PRESIDENT/CEO
- Phone
- (864) 582-7556
- Website
- WWW.UWPIEDMONT.ORG
- Return prepared by
- GREENE FINNEY CAULEY LLP
Mission
TOGETHER WE ARE STRENGTHENING EDUCATIONAL OPPORTUNITY, ECONOMIC MOBILITY, AND ACCESS TO HEALTHCARE FOR FAMILIES ACROSS SPARTANBURG, CHEROKEE, AND UNION COUNTIES IN SOUTH CAROLINA.
Program accomplishments
- COMMUNITY ENGAGEMENT/EDUCATION - 1) UNITED WAY SEEKS TO ENGAGE COMMUNITY CITIZENS IN GIVING, ADVOCACY, AND VOLUNTEERISM. WE EDUCATE OUR CITIZENS ABOUT SOCIAL AND ECONOMIC CONCERNS THAT FACE OUR REGION AND THEN CHANNEL THEIR INTEREST INTO THE APPROPRIATE VENUE. MUCH OF OUR ADVOCACY IS ROOTED IN OUR PARTNERSHIPS WITH UNITED FOR ALICE, SC211, PHILANTHROPIC AND COMMUNITY PARTNERS, AND STRATEGIC SPARTANBURG. 2) OUR VOLUNTEER SERVICE COORDINATION CONNECTS INDIVIDUALS AND CORPORATE PARTNERS WITH OPPORTUNITIES TO GIVE BACK THROUGHOUT THE YEAR WITH TARGETED FOCUS FOR MLK DAY OF SERVICE AND DURING TAX SEASON. IN FY 2024-2025, WE COORDINATED APPROXIMATELY 35,200 HOURS OF SERVICE. OUR VOLUNTEER INCOME TAX ASSISTANCE INITIATIVE PREPARED TAX RETURNS FREE OF CHARGE FOR NEARLY 2,550 AREA FAMILIES, RETURNING MORE THAN 2.5 MILLION IN REFUNDS AND 895,000 IN CREDITS TO OUR COMMUNITY, AS WELL AS SAVING OVER 510,000 IN FILING FEES. 3) UNITED WAY LEADS THE BEHAVIORAL HEALTH TASK FORCE, WHICH INVOLVES NUMEROUS COMMUNITY LEADERS WHOSE FOCUS IS ON INCREASING THE NUMBER OF INDIVIDUALS IN OUR COMMUNITY WHO HAVE ACCESS TO NEEDED BEHAVIORAL HEALTH SERVICES, INVESTING FUNDS AND STAFF TIME TOWARD THIS EFFORT. 4) UNITED WAY LEADS AN ECONOMIC MOBILITY INITIATIVE INVOLVING NUMEROUS COMMUNITY LEADERS TO BETTER ADDRESS ISSUES RELATED TO POVERTY. AREAS OF FOCUS INCLUDE TRANSPORTATION; JOB TRAINING AND EMPLOYMENT; CRIMINAL BACKGROUND CHECKS AND DRUG SCREENINGS FOR EMPLOYMENT; AFFORDABLE, QUALITY SECOND AND THIRD SHIFT CHILDCARE; PERSONAL MOTIVATION AND ACCOUNTABILITY; FINANCIAL LITERACY; AND SAFE, AFFORDABLE HOUSING. THE BOLD GOAL IS TO DECREASE THE NUMBER OF INDIVIDUALS BELOW SELF-SUFFICIENCY BY 10% IN 10 YEARS. 5) UNITED WAY OF THE PIEDMONT MANAGES TWO NONPROFIT PARTNERSHIP CENTERS IN CHEROKEE AND UNION COUNTIES. THIS EFFORT GIVES LOCAL AGENCIES THAT ARE ANCHORED IN SPARTANBURG COUNTY, BUT SERVE THE TWO OUTLYING COUNTIES, THE OPPORTUNITY TO HAVE A PHYSICAL PRESENCE AND PROVIDE SERVICES TO THE RESIDENTS OF THESE TWO COUNTIES. 6) UNITED WAY'S 2-1-1 HELPLINE PROVIDES INFORMATION AND REFERRALS TO INDIVIDUALS IN NEED. ANNUALLY, UNITED WAY PROVIDED 25,170 REFERRALS TO COMMUNITY ORGANIZATIONS.Expenses $3,103,659 · grants $1,152,721 · revenue $50,378
- COMMUNITY INVESTMENT - UNITED WAY INVESTS OUR FINANCIAL RESOURCES IN CRITICAL PROGRAMS AND SERVICES THROUGHOUT OUR THREE-COUNTY REGION THROUGH THE COMMUNITY INVESTMENT PROCESS. VOLUNTEERS REPRESENTING UNITED WAY'S DONOR BASE REVIEW AGENCY PROGRAM APPLICATIONS AND RECOMMEND FUNDING LEVELS TO THE BOARD OF DIRECTORS IN THE AREAS OF EDUCATION, ECONOMIC MOBILITY, AND HEALTH. WE INVESTED APPROXIMATELY 1.4 MILLION IN 44 AGENCIES AND ABOUT 69 PROGRAMS IN THE INVESTMENT PROCESS. IN ADDITION, DURING THE PERIOD ENDING MARCH 31, 2025, UNITED WAY COORDINATED APPROXIMATELY 140,000 IN FUNDS DESIGNATED TO SPECIFIC AGENCIES BY OUR DONORS.Expenses $1,596,632 · grants $1,456,891 · revenue $112,353
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 March, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | March 31, 2026 | August 17, 2026 | Not on file |
| 2024 | March 31, 2025 | August 15, 2025 | 990 on file |
| 2023 | March 31, 2024 | August 15, 2024 | 990 on file |
IRS record
- EIN
- 57-0314377
- 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
- 1948
- Accounting year ends
- March
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $3,523,234
- Income (IRS master file)
- $5,403,229
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | March 2025 | $5,403,229 | $5,501,202 | $3,523,234 | XML |
| 990 | March 2024 | $5,293,207 | $5,128,660 | $3,279,597 | XML |
| 990 | March 2023 | $13,287,779 | $13,953,442 | $3,314,453 | XML |
| 990 | March 2022 | $17,201,832 | $17,149,511 | $4,052,920 | IRS |
| 990 | March 2021 | – | – | – | 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 57-0314377).
Questions about UNITED WAY OF THE PIEDMONT INC
- What is the EIN of UNITED WAY OF THE PIEDMONT INC?
- The employer identification number (EIN) of UNITED WAY OF THE PIEDMONT INC is 57-0314377.
- Is UNITED WAY OF THE PIEDMONT INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1948.
- Are donations to UNITED WAY OF THE PIEDMONT INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does UNITED WAY OF THE PIEDMONT 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 THE PIEDMONT INC due?
- The return for tax year 2025 (the year ending March 31, 2026) is due August 17, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UNITED WAY OF THE PIEDMONT INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended March 2025.
- Who is the principal officer of UNITED WAY OF THE PIEDMONT INC?
- The 990 for the year ended March 31, 2025 names PAIGE STEPHENSON.
- Who are the officers and directors of UNITED WAY OF THE PIEDMONT INC?
- The 990 for the year ended March 31, 2025 lists 33 people; 2 received compensation from the organization, the highest $166,518 (PAIGE STEPHENSON, PRESIDENT/CE).
- How much revenue does UNITED WAY OF THE PIEDMONT INC have?
- On its 990 for the year ended March 31, 2025 it reported revenue of $5,403,229, expenses of $5,501,202 and total assets of $3,523,234 at year end.
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