UNITED WAY OF STANLY COUNTY INC

EIN: 560841588 501(c)(3) Philanthropy & Grantmaking

ALBEMARLE, NC

Total Revenue
$167,379
Total Expenses
$243,055
Total Assets
$356,486
Net Assets
$241,850
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1965
Legal Domicile
NC
Principal Officer
LYNN PLUMMER
Phone
7044671700
Tax Period
2025-01-01 to 2025-12-31

UNITED WAY OF STANLY COUNTY INC, founded in 1965, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $167K in total revenue in fiscal year 2025. Revenue fell 36% from the prior year — a significant decline worth monitoring. Expenses of $243K exceeded revenue, resulting in a 45% operating deficit.

Mission

THE UNITED WAY OF STANLY COUNTY INC WORKS WITH PUBLIC AND PRIVATE SECTORS THROUGH A SYSTEM OF AGENCIES AND PROGRAMS BY RAISING AND ALLOCATING FUNDS AND PLANNING FOR THE DELIVERY OF NEEDED HUMAN SERVICES.

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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 $158,476
Program Service Revenue $0
Investment Income $8,903
Other Revenue $0
TOTAL REVENUE $167,379

Expense Breakdown

Grants Paid $121,020
Salaries & Benefits $86,312
Fundraising Expenses $24,321
Program Expenses $196,184
Other Expenses $35,723
TOTAL EXPENSES $243,055

Year-over-Year Comparison

2025 2024 Change
Revenue $167,379 $261,904 -0.4%
Expenses $243,055 $224,784 +0.1%
Net Income $-75,676 $37,120 -3.0%
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

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

Financial Distress Indicator

Liquidity & Cash Position

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Governance

Voting Members
9
Independent Members
9
Employees
2
Volunteers
180

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
3
$0
Total Directors
9
$0
Key Employees
1
$61,200
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
LYNN PLUMMER PRESIDENT 2.00
Officer Director
$0 $0 $0
CHARLIE LENTZ TREASURER 2.00
Officer Director
$0 $0 $0
CHRIS LAMBERT VICE PRESIDENT 2.00
Officer Director
$0 $0 $0
CANDICE LOWDER ALLOCATIONS CHAIR 2.00
Director
$0 $0 $0
TANNER DENTON BOARD MEMBER 1.00
Director
$0 $0 $0
MANUEL UBALDO BOARD MEMBER 1.00
Director
$0 $0 $0
KRIS MARES BOARD MEMBER 1.00
Director
$0 $0 $0
MORGAN POTEAT BOARD MEMBER 1.00
Director
$0 $0 $0
LINDSEY ALMOND BOARD MEMBER 1.00
Director
$0 $0 $0
CARLA POPLIN EXECUTIVE DIRECTOR 40.00
Key Emp
$61,200 $0 $61,200
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 $167,379 $243,055 $356,486 $-75,676
2024 $261,904 $224,784 $432,162 $37,120
2023 $246,051 $283,397 $438,387 $-37,346
2022 $277,462 $264,582 $494,060 $12,880
2021 $221,097 $260,034 $454,248 $-38,937
2020 $261,053 $305,447 $523,543 $-44,394
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