CATAWBA COUNTY UNITED WAY INC

EIN: 560774714 501(c)(3) Philanthropy & Grantmaking

HICKORY, NC

Total Revenue
$381,834
Total Expenses
$1,041,988
Total Assets
$2,182,760
Net Assets
$1,544,420
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1985
Legal Domicile
NC
Principal Officer
MARK BUMGARNER
Phone
8283276851
Tax Period
2025-01-01 to 2025-06-30

CATAWBA COUNTY UNITED WAY INC, founded in 1985, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $382K in total revenue in fiscal year 2025. Revenue fell 67% from the prior year — a significant decline worth monitoring. Expenses of $1.0M exceeded revenue, resulting in a 173% operating deficit.

Mission

THE MISSION OF THE CATAWBA COUNTY UNITED WAY IS TO BUILD RELATIONSHIPS, AND TO SUPPORT OUR COMMUNITY THROUGH COLLABORATION, COMPASSION AND PURPOSE.

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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 (2025)

Revenue Breakdown

Contributions & Grants $364,722
Program Service Revenue $0
Investment Income $17,112
Other Revenue $0
TOTAL REVENUE $381,834

Expense Breakdown

Grants Paid $710,621
Salaries & Benefits $205,925
Fundraising Expenses $55,908
Program Expenses $935,109
Other Expenses $125,442
TOTAL EXPENSES $1,041,988

Year-over-Year Comparison

2025 2024 Change
Revenue $381,834 $1,145,007 -0.7%
Expenses $1,041,988 $1,425,666 -0.3%
Net Income $-660,154 $-280,659 +1.4%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Financial Health Indicators

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Liquidity & Cash Position

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Governance

Voting Members
28
Independent Members
28
Employees
5
Volunteers
N/A

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
7
$0
Total Directors
26
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JOHANN LOUCHEZ PAST PRESIDENT 2.00
Officer Director
$0 $0 $0
DR KIRSTEN MAYNARD PRESIDENT 2.00
Officer Director
$0 $0 $0
JOANNA VIOLA TREASURER 2.00
Officer Director
$0 $0 $0
MELISSA ALDRICH CAMPAIGN CHAIR 2.00
Officer Director
$0 $0 $0
KAREN HARRINGTON VICE PRESIDENT 2.00
Officer Director
$0 $0 $0
JENNIFER WHIPPLE MEMBER AT LARGE 1.00
Officer Director
$0 $0 $0
CASSIA DOWDY BOARD MEMBER 1.00
Director
$0 $0 $0
HONEY ESTRADA BOARD MEMBER 1.00
Director
$0 $0 $0
JAY TEETER BOARD MEMBER 1.00
Director
$0 $0 $0
RAE THOMPSON BOARD MEMBER 1.00
Director
$0 $0 $0
PAUL MURRAY BOARD MEMBER 1.00
Director
$0 $0 $0
KIMBERLY WHITLEY BOARD MEMBER 1.00
Director
$0 $0 $0
DR FELICIA SIMMONS BOARD MEMBER 1.00
Director
$0 $0 $0
MARCHETA CAMPBELL BOARD MEMBER 1.00
Director
$0 $0 $0
BEVERLY DANNER BOARD MEMBER 1.00
Director
$0 $0 $0
SARAH RHODES BOARD MEMBER 1.00
Director
$0 $0 $0
TAMMY SMITH BOARD MEMBER 1.00
Director
$0 $0 $0
DR JENNIFER GRIFFIN BOARD MEMBER 1.00
Director
$0 $0 $0
MICHAEL EDWARDS BOARD MEMBER 1.00
Director
$0 $0 $0
THAD SCRONCE BOARD MEMBER 1.00
Director
$0 $0 $0
ANNETTE FORBES BOARD MEMBER 1.00
Director
$0 $0 $0
DR AMY WOOD BOARD MEMBER 1.00
Director
$0 $0 $0
CODY WIGLEY BOARD MEMBER 1.00
Director
$0 $0 $0
REED BAER BOARD MEMBER 1.00
Director
$0 $0 $0
JANNA CHILTON BOARD MEMBER 1.00
Director
$0 $0 $0
DENNIS JOHNSON BOARD MEMBER 1.00
Director
$0 $0 $0
MARK BUMGARNER EXECUTIVE DIRECTOR 40.00
Officer
$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 $381,834 $1,041,988 $2,182,760 $-660,154
2024 $1,145,007 $1,425,666 $2,410,909 $-280,659
2023 $1,100,848 $1,287,984 $2,527,828 $-187,136
2022 $1,292,142 $1,161,990 $2,722,326 $130,152
2021 $1,161,459 $1,106,640 $2,586,138 $54,819
2020 $1,130,311 $1,361,724 $2,549,294 $-231,413
2019 $1,440,909 $1,343,807 $2,813,878 $97,102
2018 $1,222,497 $1,270,615 $2,733,315 $-48,118
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