UNITED WAY OF GREATER CHARLOTTE INC

EIN: 560529948 501(c)(3) Philanthropy & Grantmaking

CHARLOTTE, NC

Total Revenue
$17,113,009
Total Expenses
$22,400,683
Total Assets
$26,676,212
Net Assets
$19,450,023
🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
1958
Legal Domicile
NC
Principal Officer
KATHRYN FIRMIN-SELLERS
Phone
7043727170
Tax Period
2024-07-01 to 2025-06-30

UNITED WAY OF GREATER CHARLOTTE INC, founded in 1958, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $17.1M in total revenue in fiscal year 2024. Revenue decreased 17% compared to the prior year. Expenses of $22.4M exceeded revenue, resulting in a 31% operating deficit.

Mission

UNITED WAY USES COLLECTIVE GIVING TO BUILD PATHWAYS TO ECONOMIC OPPORTUNITY FOR ALL, PRIMARILY THROUGH NEIGHBORHOOD-BASED, GRASSROOTS AND RESPONSIVE SOLUTIONS.CONTINUED ON SCHEDULE O.UNITED WAY WAS FOUNDED 90 YEARS AGO IN MECKLENBURG COUNTY AS "EMERGENCY RELIEF" TO HELP PEOPLE AFFECTED BY THE GREAT DEPRESSION THROUGH THE POWER OF COLLECTIVE GIVING.WE WORK AS A FOCUSED, COLLABORATIVE TEAM WITHIN GREATER CHARLOTTE, DEVELOPING TAILORED SOLUTIONS FOR EACH PART OF OUR REGION TO ADDRESS ECONOMIC MOBILITY. SERVING ANSON, CABARRUS, MECKLENBURG AND UNION COUNTIES, OUR ACTIONS ALIGN WITH THE STRATEGIES IDENTIFIED BY RESIDENTS OF THOSE COMMUNITIES.LEADERSHIP: COLLABORATING WITH LOCAL GOVERNMENT AGENCIES, BUSINESSES, FAITH COMMUNITIES, DONORS AND VOLUNTEERS TO MOBILIZE RESOURCES QUICKLY AND EFFICIENTLY AND ADVANCE LASTING SOLUTIONS, UNITED WAY IS ENSURING THE MOST VULNERABLE POPULATIONS HAVE THE OPPORTUNITY TO ACHIEVE ECONOMIC MOBILITY.

Program Service Accomplishments

Program 1
Expenses: $9,278,706 Revenue: $51,275

COMMUNITY INVESTMENT: THE COMMUNITY INVESTMENT PROCESS FOCUSES ON ECONOMIC MOBILITY ACROSS THE REGION, WHILE ALSO HELPING PROVIDE A SAFETY NET FOR PEOPLE AND FAMILIES IN NEED. ANNUALLY, UNITED WAY OF...

Read more

COMMUNITY INVESTMENT: THE COMMUNITY INVESTMENT PROCESS FOCUSES ON ECONOMIC MOBILITY ACROSS THE REGION, WHILE ALSO HELPING PROVIDE A SAFETY NET FOR PEOPLE AND FAMILIES IN NEED. ANNUALLY, UNITED WAY OF GREATER CHARLOTTE INVESTS IN MORE THAN 100 LOCAL NONPROFIT AGENCIES AND INITIATIVES THROUGH THE FUNDING PROVIDED BY GENEROUS CORPORATE AND PRIVATE FOUNDATIONS, THE PUBLIC SECTOR, AND INDIVIDUAL DONORS.(CONTINUED ON SCHEDULE O) UNITED WAY TAILORS ITS COMMUNITY INVESTMENT PROCESS TO THE ASSETS, STRENGTHS AND NEEDS OF EACH COUNTY IN OUR FOUR-COUNTY FOOTPRINT. IN MECKLENBURG COUNTY, UNITED WAY FUNDS TWO INITIATIVES:1) THROUGH UNITED NEIGHBORHOODS, UNITED WAY SUPPORTS RESIDENT-DRIVEN NEIGHBORHOOD REVITALIZATION EFFORTS THAT IMPROVE ECONOMIC MOBILITY SO THAT A PERSON'S ZIP CODE NO LONGER DETERMINES THEIR FUTURE SUCCESS IN THE CHARLOTTE REGION. UNITED WAY LAUNCHED UNITED NEIGHBORHOODS IN SEPTEMBER 2017 WITH AN INVESTMENT OVER THREE YEARS INTO THE GRIER HEIGHTS AND RENAISSANCE WEST NEIGHBORHOODS IN CHARLOTTE. WE EXPANDED TO THE LAKEVIEW NEIGHBORHOOD IN FY22. IN FY23, UNITED WAY DEEPENED OUR COMMITMENT TO UNITED NEIGHBORHOODS, INVESTING $4.9M IN 50+ HISTORICALLY DISINVESTED NEIGHBORHOODS IN THE CITY OF CHARLOTTE, AND IN NORTHERN MECKLENBURG COUNTY.UNITED NEIGHBORHOODS FOCUSES ON PARTNERSHIPS WITH RESIDENTS, COMMUNITY LEADERS, BUSINESSES, AND NONPROFITS, BACKED BY MULTI-YEAR FUNDING AND STAFF RESOURCES FROM UNITED WAY. UNITED NEIGHBORHOODS SERVES 50+ NEIGHBORHOOD'S IN MECKLENBURG COUNTY FOCUSING ON FUNDING COMMUNITY QUARTERBACK ORGANIZATIONS FOR EACH GEOGRAPHY AS WELL AS NONROFIT AGENCIES PROVIDING DIRECT PROGRAMS AND SERVICES BASED ON NEIGHBORHOOD PRIORTIES. NEIGHBORHOOD RESIDENTS PARTICIPATE IN CREATING PRIORITIES AND SERVING ON GRANT REVIEW PANELS, SELECTING THE NONPROFITS THAT RECEIVE FUNDING TO PROVIDE SERVICES WITHIN THEIR COMMUNITIES. 51% OF EACH NEIGHBORHOOD GRANT REVIEW PANEL MUST BE NEIGHBORHOOD RESIDENTS.UNITED NEIGHBORHOODS ALSO SUPPORTS NEIGHBORHOODS THAT ARE IN THE EARLY STAGES OF COMPREHENSIVE REVITALIZATION WITH "BLOCK BUILDING GRANTS." THESE GRANTS ARE FOCUSED ON BUILDING THE CAPACITY OF SMALL NEIGHBORHOOD ORGANIZATIONS, FUNDING COMMUNITY ENGAGEMENT ACTIVITIES AND COMPLETING RESIDENT-DRIVEN NEIGHBORHOOD PLANNING TO IDENTIFY NEEDS AND SOLUTIONS.2) UNITE CHARLOTTE SUPPORTS NEW AND GRASSROOTS ORGANIZATIONS THROUGH GRANTS AND CAPACITY-BUILDING ACTIVITIES. UNITE CHARLOTTE WAS FOUNDED AS A COLLABORATIVE EFFORT WITH OTHER LOCAL FUNDERS AND COMMUNITY LEADERS TO ADDRESS ISSUES THAT LED TO THE UNREST IN CHARLOTTE IN THE FALL OF 2016. THROUGH THIS INITIATIVE, UNITED WAY SUPPORTS 55 SMALL AND GRASSROOTS ORGANIZATIONS, WORKING TO SUPPORT AND EMPOWER ALL CHARLOTTE RESIDENTS. UNITED CHARLOTTE AGENCIES RECEIVE GRANTS RANGING FROM $20,000 TO $60,000 AS WELL AS CAPACITY BUILDING TRAINING. THE FOUNDERS AND LEADERS OF THESE GRASSROOTS ORGANIZATIONS HAVE A BACKGROUND AND EXPERIENCE IN THE COMMUNITY THEY SERVE.UNITED WAY FUNDING, TECHNICAL ASSISTANCE AND GUIDANCE HELP STABILIZE AND GROW NONPROFITS, PREPARING THEM TO SECURE ADDITIONAL PUBLIC AND PRIVATE FUNDING. WE ALSO WORK TO STRENGTHEN THE LEADERSHIP CAPABILITIES WITHIN UNITE CHARLOTTE ORGANIZATIONS. DEDICATED VOLUNTEERS PARTICIPATED IN THE GRANT REVIEW PROCESS, EVALUATING AGENCY APPLICATIONS TO IDENTIFY THOSE ORGANIZATIONS THAT CAN GENERATE THE GREATEST IMPACT.IN ANSON COUNTY, UNITED WAY FUNDING SUPPORTS ORGANIZATIONS ADDRESSING RESIDENTS' BASIC NEEDS, INCLUDING FOOD SECURITY, RENT AND UTILITY ASSISTANCE, AND HOUSING. RECOGNIZING THE IMPORTANCE OF PROVIDING CHILDREN AND YOUTH A PATHWAY OUT OF POVERTY, UNITED WAY ALSO SUPPORTED ORGANIZATIONS FOCUSED ON EARLY CHILDHOOD DEVELOPMENT AND YOUTH MENTORING. VOLUNTEERS AWARDED FUNDING TO FOUR AGENCIES WORKING IN ANSON COUNTY.IN CABARRUS COUNTY, UNITED WAY'S INVESTMENTS SUPPORT A COLLABORATION BETWEEN MENTAL HEALTH PROFESSIONALS AND COMMUNITY ORGANIZATIONS. BROADLY, THE COLLABORATIVE'S GOALS ARE TO REDUCE STIGMA AROUND MENTAL HEALTH, PREPARE INDIVIDUALS TO RESPOND TO MENTAL HEALTH CRISES, AND PROVIDE RESOURCES TO SUPPORT MENTAL WELLNESS. VOLUNTEERS AWARDED FUNDING TO SIX AGENCIES WORKING IN CABARRUS COUNTY.IN UNION COUNTY, UNITED WAY'S FUNDING SUPPORTS ORGANIZATIONS ADDRESSING A RANGE OF CRITICAL NEEDS, INCLUDING EDUCATION ACCESS AND QUALITY, HEALTHCARE ACCESS AND QUALITY, AND ECONOMIC STABILITY, INCLUDING HOUSING, EMPLOYMENT, AND FOOD SECURITY. UNITED WAY FUNDING ALSO ADDRESSES A CRITICAL GAP IN SERVICES IN UNION COUNTY BY FUNDING ORGANIZATIONS SUPPORTING PROGRAMS THAT OFFER VOCATIONAL TRAINING AND AFTER SCHOOL SUPPORT FOR YOUTH AND ADULTS LIVING WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES. IN VOLUNTEERS AWARDED FUNDING TO 12 AGENCIES WORKING IN UNION COUNTY.IN MECKLENBURG COUNTY, UNITED WAY PARTNERS WITH MECKLENBURG COUNTY, THE CITY OF CHARLOTTE, AND OVER 250 PEOPLE REPRESENTING 150+ AGENCIES AND COMMUNITY LEADERS WHO HAVE EXPERIENCED HOMELESSNESS TO ADVANCE A HOME FOR ALL, A COMMUNITY PLAN TO ADDRESS HOMELESSNESS AND HOUSING INSTABILITY ON A SYSTEMIC LEVEL. A HOME FOR ALL'S VISION IS A COMMUNITY IN WHICH UNITED WAY OF GREATER CHARLOTTE, INC. HOMELESSNESS IS RARE, BRIEF, AND NONRECURRING AND EVERY PERSON HAS ACCESS TO PERMANENT AFFORDABLE HOUSING AND RESOURCES TO SUSTAIN IT.ACROSS ALL FOUR COUNTIES, UNITED WAY'S IMPACT STRATEGY ADVANCES RECOMMENDATIONS FROM THE CHARLOTTE-MECKLENBURG OPPORTUNITY TASK FORCE REPORT. UNITED WAY FOCUSES ON IMPROVING ECONOMIC MOBILITY THROUGH EDUCATION, HEALTH AND FINANCIAL STABILITY WHILE SIMULTANEOUSLY FOCUSING ON BUILDING STRONGER NEIGHBORHOODS AND IMPROVING THE SYSTEMS THAT SERVE CHILDREN AND FAMILIES.ACROSS ALL INITIATIVES, NONPROFITS RECEIVING UNITED WAY FUNDING SERVED, 88,665 PEOPLE IN THE REGION.UNITED WAY'S BOARD APPROVES GRANT AWARDS ANNUALLY. GRANT FUNDING CYCLES GENERALLY BEGIN ON JANUARY 1 AND CONCLUDE ON DECEMBER 31. WE MAXIMIZE THE FUNDS PROVIDED BY DONORS BY DIRECTING THEM TOWARD CRITICAL PROGRAMS THAT BUILD PATHWAYS TO ECONOMIC OPPORTUNITY FOR ALL.CRITICAL NEEDS: UNITED WAY OF GREATER CHARLOTTE UNDERSTANDS THAT MANY PEOPLE ACROSS THE FOUR-COUNTY REGION ARE LIVING IN A CRISIS SITUATION EVERY DAY. UNITED WAY IS COMMITTED TO CHANGING THAT BY PROVIDING FLEXIBLE FUNDING TO MORE THAN 100 NONPROFITS WORKING YEAR-ROUND TO MEET THE NEEDS OF OUR MOST VULNERABLE RESIDENTS.2-1-1: NC 2-1-1 IS A SERVICE PROVIDED BY THE UNITED WAY OF NORTH CAROLINA AND IS NORTH CAROLINA'S RESOURCE FOR FREE INFORMATION AND REFERRAL SERVICES REGARDING HEALTH AND HUMAN SERVICES AND RESOURCES. NC 2-1-1 HAS A DATABASE OF OVER 19,000 RESOURCES, INCLUDING FOOD PANTRIES, HOMELESS SHELTERS, UTILITY AND RENTAL ASSISTANCE, HEALTH CLINICS, PRESCRIPTION DRUG ASSISTANCE, COUNSELING AND SUBSTANCE ABUSE SERVICES, CHILD CARE RESOURCES, SENIOR RESOURCES, RESOURCES FOR PERSONS WITH DISABILITIES AND MUCH MORE. VOLUNTEERISM: UNITED WAY OF GREATER CHARLOTTE'S VOLUNTEER ENGAGEMENT EFFORTS ALIGN WITH THE OVERALL STRATEGIC DIRECTION OF THE ORGANIZATION BY FOCUSING ON GENERATING REAL IMPACT FOR OUR PARTNER NONPROFIT AGENCIES AND RAISING REVENUE TO FURTHER OUR MISSION. VOLUNTEER OPPORTUNITIES ARE OFFERED DIRECTLY IN OUR NEIGHBORHOODS. YEAR-ROUND OPPORTUNITIES SUCH AS LIVE UNITED DAY AND MLK DAY OF SERVICES OFFER VOLUNTEERS MEANINGFUL SERVICE OPPORTUNITIES THAT DIRECTLY IMPACT THE RESIDENTS WE SERVE THROUGH UNITED NEIGHBORHOODS.

Program 2
Expenses: $5,291,130

GOVERNMENT GRANTS: UNITED WAY PARTNERS WITH THE CITY OF CHARLOTTE, MECKLENBURG COUNTY, AND THE STATE OF NORTH CAROLINA TO DISTRIBUTE FUNDS TO ORGANIZATIONS AND COALITIONS THAT, TOGETHER, WORK TO END...

Read more

GOVERNMENT GRANTS: UNITED WAY PARTNERS WITH THE CITY OF CHARLOTTE, MECKLENBURG COUNTY, AND THE STATE OF NORTH CAROLINA TO DISTRIBUTE FUNDS TO ORGANIZATIONS AND COALITIONS THAT, TOGETHER, WORK TO END HOMELESSNESS.

Program 3
Expenses: $1,732,181

DESIGNATIONS TO OTHER UNITED WAYS AND OTHER 501(C)(3) ORGANIZATIONS: DONORS MAY DIRECT THEIR CONTRIBUTIONS TO OUT OF AREA UNITED WAYS OR QUALIFIED TAX-EXEMPT ORGANIZATIONS THAT PROVIDE SERVICES IN...

Read more

DESIGNATIONS TO OTHER UNITED WAYS AND OTHER 501(C)(3) ORGANIZATIONS: DONORS MAY DIRECT THEIR CONTRIBUTIONS TO OUT OF AREA UNITED WAYS OR QUALIFIED TAX-EXEMPT ORGANIZATIONS THAT PROVIDE SERVICES IN THE AREAS OF HEALTH, HOUSING, AND CHILDREN AND YOUTH. THESE FUNDS ARE RAISED AND DISTRIBUTED BY OUR UNITED WAY TO THE ORGANIZATIONS.

🔒

Trantor Score

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

Sign in to view Trantor Score and financial metrics

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

Sign In — Free (10 views/day)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $15,547,527
Program Service Revenue $51,275
Investment Income $1,514,207
Other Revenue $0
TOTAL REVENUE $17,113,009

Expense Breakdown

Grants Paid $11,377,995
Salaries & Benefits $4,465,175
Fundraising Expenses $1,635,623
Program Expenses $16,302,017
Other Expenses $6,557,513
TOTAL EXPENSES $22,400,683

Year-over-Year Comparison

2024 2023 Change
Revenue $17,113,009 $20,608,188 -0.2%
Expenses $22,400,683 $19,916,731 +0.1%
Net Income $-5,287,674 $691,457 -8.6%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Sign In

Governance

Voting Members
27
Independent Members
27
Employees
61
Volunteers
2162

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
14
$780,779
Total Directors
27
$0
Key Employees
0
$0
Highest Compensated
4
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
BILL CURRENS BOARD CHAIR 3.00
Officer Director
$0 $0 $0
RON MESSENGER VICE CHAIR 3.00
Officer Director
$0 $0 $0
HANK ALSTON CABARRUS COUNTY CHAIR 3.00
Officer Director
$0 $0 $0
LULA JACKSON ANSON COUNTY CHAIR 3.00
Officer Director
$0 $0 $0
RHETT BROWN UNION COUNTY CHAIR 3.00
Officer Director
$0 $0 $0
JOE WALL FINANCE CHAIR 3.00
Officer Director
$0 $0 $0
AVALEEN CRAWFORD WILLIAMS FINANCE VICE CHAIR 3.00
Officer Director
$0 $0 $0
CATHY CAMPBELL CAMPAIGN CHAIR 3.00
Officer Director
$0 $0 $0
HENDRICK ELLIS CAMPAIGN VICE CHAIR 3.00
Officer Director
$0 $0 $0
BRIAN MIDDLETON COMMUNITY IMPACT CHAIR 3.00
Officer Director
$0 $0 $0
LORETTA AYERS BOARD DIRECTOR 1.00
Director
$0 $0 $0
MICHAEL BRYANT BOARD DIRECTOR 1.00
Director
$0 $0 $0
JOHN FAGG BOARD DIRECTOR 1.00
Director
$0 $0 $0
BEAU FISHER BOARD DIRECTOR 1.00
Director
$0 $0 $0
SIL GANZO PARTNER AGENCY REP 1.00
Director
$0 $0 $0
MITCH GIBSON BOARD DIRECTOR 1.00
Director
$0 $0 $0
KEITH GIDDENS BOARD DIRECTOR 1.00
Director
$0 $0 $0
MICHELE JULIANA ASCEND AGENCY REP 1.00
Director
$0 $0 $0
HEATHER KESNER BOARD DIRECTOR 1.00
Director
$0 $0 $0
MICHAEL MARTINO BOARD DIRECTOR 1.00
Director
$0 $0 $0
RAJ NATARAJAN PAST BOARD CHAIR 3.00
Director
$0 $0 $0
MICHAEL J O'LEARY BOARD DIRECTOR 1.00
Director
$0 $0 $0
TODD PEARCE BOARD DIRECTOR 1.00
Director
$0 $0 $0
WILL PITTS BOARD DIRECTOR 1.00
Director
$0 $0 $0
MARCEL SOLOMON VOLUNTEER ADVISORY REP 1.00
Director
$0 $0 $0
HEATHER TAMOL BOARD DIRECTOR 1.00
Director
$0 $0 $0
DENNIS WILLIAMS BOARD DIRECTOR 1.00
Director
$0 $0 $0
LAURA YATES CLARK PRESIDENT/CEO (THRU 6/24) 40.00
Officer
$213,116 $17,363 $230,479
KATHRYN FIRMIN-SELLERS INTERIM PRESIDENT /CEO (AS OF 7/24) 40.00
Officer
$200,321 $32,201 $232,522
CLINT HILL CHIEF DEVELOP. OFFICER (THRU 3/25) 40.00
Officer
$177,651 $19,560 $197,211
LEANNE SKIPPER INT. CHIEF DEV. OFFICER (AS OF 3/25) 40.00
Officer
$101,805 $18,762 $120,567
KENDRA GREEN CHIEF ADMIN. OFFICER (AS OF 7/24) 40.00
Highest
$130,597 $6,140 $136,737
JAMESE IVY CHIEF IMPACT OFFICER (AS OF 7/24) 40.00
Highest
$119,422 $3,878 $123,300
ROBERT WILKINSON DIRECTOR OF FINANCE (THRU 8/2024) 40.00
Highest
$100,841 $3,148 $103,989
O'SHAUNA HUNTER DIRECTOR OF HOUSING SOLUTIONS 40.00
Highest
$105,507 $4,591 $110,098
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 $17,113,009 $22,400,683 $26,676,212 $-5,287,674
2024 $20,608,188 $19,916,731 $32,199,529 $691,457
2023 $20,880,064 $20,796,013 $30,441,279 $84,051
2022 $24,251,139 $20,846,388 $28,665,296 $3,404,751
2021 $23,258,976 $26,878,386 $29,734,806 $-3,619,410
2020 $38,068,196 $25,478,807 $33,908,061 $12,589,389
2019 $26,978,777 $31,957,838 $27,785,395 $-4,979,061
Explore More Nonprofits
Top 100 Nonprofits in North Carolina Largest U.S. Nonprofits Best Rated Nonprofits Most Efficient Nonprofits

Compare UNITED WAY OF GREATER CHARLOTTE INC with other nonprofits in North Carolina and across the country.