CATAWBA COUNTY UNITED WAY INC Charity Report

Public IRS 990 nonprofit record

CATAWBA COUNTY UNITED WAY INC

EIN 56-0774714 · Philanthropy, Voluntarism & Grantmaking Foundations (T700)

What they do

THE MISSION of THE CATAWBA COUNTY UNITED WAY is to BUILD RELATIONSHIPS, and to SUPPORT OUR COMMUNITY THROUGH COLLABORATION, COMPASSION and PURPOSE.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $89.70 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2025The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders27 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

244.90%of revenue went to mission work89.7% of expenses · Program services

14.64%of revenue went to fundraising5.4% of expenses

$272.89spent for every $100 of revenueSpending was higher than revenue this year.

13.35%of revenue went to management and office costs4.9% of expenses

$2.09in assets for every $1 spent this yearSome assets cannot be spent right away.

95.5%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Worth asking: Expenses exceeded revenue by $660,154 this year. Ask whether that was planned or caused by a one-time event.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2025

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$381,834

Mission workProgram services$935,109244.90% of revenue89.7% of expenses

ManagementOffice and general costs$50,97113.35% of revenue4.9% of expenses

FundraisingAsking for donations$55,90814.64% of revenue5.4% of expenses

Total expenses$1,041,988272.89% of revenue

Expenses were greater than revenue, so the colored ring fills the available $100 and the total above 100% is shown below.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2025CurrentExpense mix: 89.7% mission · 4.9% management · 5.4% fundraisingTotal expenses: 272.89% of revenue

2024Expense mix: 83.9% mission · 7.7% management · 8.4% fundraisingTotal expenses: 124.51% of revenue

2023Expense mix: 79.4% mission · 8.6% management · 12.0% fundraisingTotal expenses: 117.00% of revenue

2022Expense mix: 78.6% mission · 6.6% management · 14.8% fundraisingTotal expenses: 89.93% of revenue

2021Expense mix: 80.8% mission · 5.9% management · 13.3% fundraisingTotal expenses: 95.28% of revenue

2020Expense mix: 84.9% mission · 4.8% management · 10.2% fundraisingTotal expenses: 120.47% of revenue

2019Expense mix: 84.5% mission · 5.2% management · 10.3% fundraisingTotal expenses: 93.26% of revenue

2018Expense mix: 87.4% mission · 4.6% management · 8.0% fundraisingTotal expenses: 103.94% of revenue

Money in and money out

Revenue$381,834

Expenses$1,041,988

Annual shortfall $660,154 Expenses were higher than revenue for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$935,109 · 89.7% of expenses

Management and office costs$50,971 · 4.9% of expenses

Fundraising$55,908 · 5.4% of expenses

See all reported dollar amounts

Revenue$381,834

Expenses$1,041,988

Assets$2,182,760

Income$381,834

Contributions$364,722

Mission work (program services)$935,109

Fundraising$55,908

Grants given$5,124,824

Average grant$41,329

Management and general$50,971

Executive compensation (total)$142,417

Stocks and bonds$20,535

Accounting fees$13,500

People

Leadership and board

Tax year 2025

Names, titles, time, and compensation below are reported by the organization on its Form 990.

No compensation was reported for these leaders. The complete board and leadership roster is shown below.

Board and leadership roster (27)

JOANNA VIOLATREASURER

THAD SCRONCEBOARD MEMBER

TAMMY SMITHBOARD MEMBER

SARAH RHODESBOARD MEMBER

REED BAERBOARD MEMBER

RAE THOMPSONBOARD MEMBER

PAUL MURRAYBOARD MEMBER

MICHAEL EDWARDSBOARD MEMBER

MELISSA ALDRICHCAMPAIGN CHAIR

MARK BUMGARNEREXECUTIVE DIRECTOR

MARCHETA CAMPBELLBOARD MEMBER

KIMBERLY WHITLEYBOARD MEMBER

KAREN HARRINGTONVICE PRESIDENT

JOHANN LOUCHEZPAST PRESIDENT

ANNETTE FORBESBOARD MEMBER

JENNIFER WHIPPLEMEMBER AT LARGE

JAY TEETERBOARD MEMBER

JANNA CHILTONBOARD MEMBER

HONEY ESTRADABOARD MEMBER

DR KIRSTEN MAYNARDPRESIDENT

DR JENNIFER GRIFFINBOARD MEMBER

DR FELICIA SIMMONSBOARD MEMBER

DR AMY WOODBOARD MEMBER

DENNIS JOHNSONBOARD MEMBER

CODY WIGLEYBOARD MEMBER

CASSIA DOWDYBOARD MEMBER

BEVERLY DANNERBOARD MEMBER

About this charity

Recognized since: January 1946
Location: 2760 TATE BLVD SE, HICKORY, NC 28602-1448
County: Catawba
In care of: % TAMMY DOTSON
Primary officer: MARK BUMGARNER, EXECUTIVE DIRECTOR

How to reach them

WebsiteVisit the charity’s website Emailinfo@ccunitedway.com Phone(828) 327-6851 Officer phone(828) 327-6861

Filing and classification

Latest tax year: 2025
Tax period began: January 1, 2025
Return type: 990
Tax preparer: LOWDERMILK CHURCH & CO LLP
NTEE classification: Philanthropy, Voluntarism & Grantmaking Foundations (T700)
IRS tax category: Other Grantmaking and Giving Services
Grant-giving organization: Yes