Beaufort County United Way Inc

EIN: 237128377 501(c)(3)

Washington, NC

Total Revenue
$241,532
Total Expenses
$265,433
Total Assets
$358,979
Net Assets
$333,494
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1961
Legal Domicile
NC
Principal Officer
Charlotte-Anne Alexander
Phone
2529756209
Tax Period
2024-07-01 to 2025-06-30

Beaufort County United Way Inc, founded in 1961, is a small nonprofit that reported $242K in total revenue in fiscal year 2024. Revenue decreased 10% compared to the prior year.

Mission

To create solutions that improve lives by uniting people, resources and organizations, and to envision the communities of the Inner Banks region as a place where all generations come together to invest in one another.

Program Service Accomplishments

Program 1
Expenses: $192,955 Revenue: $233,731

Throughout the year the Organization accomplishes its mission through the following core activities: Financial Security: The Organization supports ALICE (Asset Limited, Income Constrained, Employed)...

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Throughout the year the Organization accomplishes its mission through the following core activities: Financial Security: The Organization supports ALICE (Asset Limited, Income Constrained, Employed) and low-income households by providing a comprehensive range of services that help families stabilize during crises, build essential money management skills, and access specialized expert support. This includes connecting individuals to financial assistance, offering ongoing coaching and education to improve budgeting, saving, and credit literacy, and facilitating access to resources like tax return preparation and workplace financial wellness. These efforts empower households to achieve lasting financial resilience and greater economic opportunity. Community Resiliency: The Organization convenes partners to enhance disaster preparedness, coordinates the mobilization of volunteer resources during emergencies, and fosters regional collaboration to support household well-being. It leads efforts in readiness, response, and recovery - ensuring access to basic needs through a network of volunteers, donation centers, and community events. Youth Opportunity: Through the Full-Service Community Schools model and other initiatives, the Organization enhances academic achievement, family engagement, and wraparound supports for children and youth. It works closely with schools and community partners to ensure every child has the opportunity to thrive. Nonprofit Empowerment: The Organization works to strengthen the local nonprofit sector by delivering impactful capacity-building resources, hosting vibrant regional convenings, and driving cross-sector collaboration. It sparks innovation, nurtures shared learning, and builds strategic partnerships that elevate the effectiveness and reach of community-serving organizations.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $194,051
Program Service Revenue $12,654
Investment Income $8,801
Other Revenue $26,026
TOTAL REVENUE $241,532

Expense Breakdown

Grants Paid $16,602
Salaries & Benefits $102,603
Fundraising Expenses $33,524
Program Expenses $192,955
Other Expenses $146,228
TOTAL EXPENSES $265,433

Year-over-Year Comparison

2024 2023 Change
Revenue $241,532 $268,356 -0.1%
Expenses $265,433 $232,174 +0.1%
Net Income $-23,901 $36,182 -1.7%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
14
Independent Members
14
Employees
2
Volunteers
73

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
4
$0
Total Directors
14
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Susan Tidd Executive Director 40.00
$54,600 $0 $54,600
Charlotte-Anne Alexander President 1.00
Officer Director
$0 $0 $0
Danielle Swain Vice President 1.00
Officer Director
$0 $0 $0
Holli Williamson Secretary 1.00
Officer Director
$0 $0 $0
Tiffany Woodward Treasurer 1.00
Officer Director
$0 $0 $0
Sherry Boone Director 1.00
Director
$0 $0 $0
Bryant Buck Director 0.25
Director
$0 $0 $0
Erin Cutler Director 0.75
Director
$0 $0 $0
Victoria Bell Hamill Director 0.25
Director
$0 $0 $0
Glenwood Horton Director 0.25
Director
$0 $0 $0
John Jesso Director 0.25
Director
$0 $0 $0
Brittany Joseph Director 1.00
Director
$0 $0 $0
ReAnne Mayo Director 0.25
Director
$0 $0 $0
Phil Rollinson Director 0.75
Director
$0 $0 $0
Kelly Shanafelt Director 0.50
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $241,532 $265,433 $358,979 $-23,901
2024 $268,356 $232,174 $383,634 $36,182
2023 $232,988 $185,363 $348,744 $47,625
2022 $197,398 $210,723 $277,768 $-13,325
2021 $249,816 $250,800 $291,777 $-984
2020 $277,538 $352,746 $292,739 $-75,208
2019 $299,588 $344,446 $367,947 $-44,858
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