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· Public charity

Burke County United Way

Building a stronger burke county community by empowering self sufficiency, increasing housing stability, and fostering opportunities and success for youth.

$249k
Granted FY2024still arriving
3
Grants FY2024still arriving
1
States reached
$95k
Largest
01What it funds
01100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2024.

Crime & Legal$245kHousing & Shelter$210kHealth$190kEducation$136kHuman Services$123kEmployment$120kYouth Development$45kPhilanthropy$42kOther$0
02FY2024 · 3 grants

Where the money goes

Grants by size, and the largest recipients.

How this is measured
The 3 grants below total $195,566, the rows itemized in this filing. The $249,025 headline is the total grant expense on the return; the other $53,459 is giving the schedule does not break out (grants under the $5,000 itemization floor, grants to individuals, grants on other schedules). Every figure below describes the itemized rows only.

By grant size · FY2024

  • $10k–50k1 grant · $25k
  • $50k–250k2 grants · $170k
$75,000
Median grant
1
States reached
$739k
Total assets
Largest grants
RecipientAmount
YMCA OF CATAWBA VALLEY$95,178
Individual grant recipient$75,000
OPEN HEARTS PLACE$25,388
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Its human-services grants (FY17–24, $237k) land where the poverty rate runs at 12%, against an area that typically sits at 12%. 100% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 12%YMCA OF CATAWBA VALLEY: $95k → 12%YMCA OF CATAWBA VALLEY: $22k → 12%THE OUTREACH CENTER: $32k → 13%THE OUTREACH CENTER: $31k → 13%THE OUTREACH CENTER: $29k → 13%THE OUTREACH CENTER: $28k → 13%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

91%of every dollar goes to organizations it has funded before.
$1.0M · 15 repeat orgs$106k to everyone else

15 repeat relationships: 1 still active in FY2024, 14 since wound down; 2 grantees were first funded in FY2024 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

15
1

Total granted

$1.0M
$6k

Median revenue growth · since first grant

+25%
+42%

Still filing today

67%
100%

New vs renewed · share of each year

In FY2024, 49% of grant dollars renewed an existing relationship; $100k went to new ones.

50%100%’17’18’19’20’21’22’23’24
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’17’18’19’20’21’22’23’24
HealthHuman ServicesPhilanthropyCrime & LegalHousing & ShelterOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.

Backed again, and grew

  • OI
    OPTIONS INC
    5× · 2017–2021 · $242k · revenue +68%
  • TO
    THE OUTREACH CENTER
    4× · 2017–2020 · $120k · revenue ×20
  • YM
    YOUNG MEN'S CHRISTIAN ASSOCIATION OF CATAWBA VALLEY INC
    2× · 2023–2024 · $117k · revenue +25%

Funded once

  • BC
    BURKE COUNTY REACT TEAM 3420 INCgraduated
    2× · 2017–2018 · $6k · revenue +42%
How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
Burke United Christian Ministries

The mission of burke united christian ministries is to restore resilience in people living in poverty or experiencing homelessness, ensuring their essential needs are met.

—
2
Burke County Chamber of Commerce I Burke County Chamber of Commerce I

To promote and advance commerce in burke county, nc

—
3
Habitat for Humanity of Burke County Inc

Habitat for humanity works in partnership with god and people everywhere, from all walks of life, to develop communities with gods people in need by building houses, so that there are decent homes in decent communities in whigh gods people…

Housing & Shelter
4
Child Care Connections of Burke Co

To assist in the development of child care resource and referral services in burke county, nc

Human Services
5
Burke County United Way

Building a stronger burke county community by empowering self sufficiency, increasing housing stability, and fostering opportunities and success for youth. we envision a community where all burke county individuals and families are…

Philanthropy
6
Crisis Center of Russell County

The Crisis Center of Russell County was organized to provide assistance and temporary housing to victims of domestic abuse through secured temporary housing and education with job placement to transition them back into society. In…

Public Safety & Disaster
7
Volunteer Avery County & Community Services Inc

Volunteer Avery County finds resources to aid families and individuals that do not qualify for public assistance and fall through the cracks.

Human Services
8
Western Carolina Rescue Ministries Inc

Provide food, shelter, rehabilitation and christian ministry to the poor and homeless

Housing & Shelter
9
Rebuilding Together Pitt County Nc Inc

To provide critical home repairs, accessibility modifications, and safety upgrades for low-income homeowners in Pitt County. The Organization serves the elderly, people living with disabilities, veterans, and multi-generational families in…

Housing & Shelter
10
Mountain Housing Opportunities Inc

To provide affordable housing for low-income individuals living in buncombe county and the surrounding areas of north carolina.

Housing & Shelter
11
New Directions of Horry County Inc

To assist the needs of individuals, help them navigate past obstacles that prevent them from getting out of the cycle of homelessness and poverty, and assist them with achieving independent living.

Human Services
12
Brunswick Family Assistance Agency Inc

Brunswick Family Assistance is devoted to improving the lives of families and individuals in crisis in Brunswick County by providing critical assistance to those working towards self-sufficiency.

—
How this is measured
The grantee most central to the portfolio’s shape is Repay Inc; the most unlike its peers is Open Hearts Place. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
04the grantee network

13 grantees tracked through their own filings, 2017–2025.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2025, not grant rows in a single year, so this will not match the grant count on the cover. 13 of the 18 grantees resolved in that span have returns of their own we could reconcile.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

0
Load-bearing (≥25% of a budget)
5
Early backer (in before they grew)
12/13
Grantees still filing
10/13
Grew since first funded

Where the money sits, by cause and then by grantee

OPTIONS INC: $242,470 · OtherOPTIONS INCBURKE COUNTY PUBLIC SCHOOL: $86,302 · OtherBURKE COUNTY PUBLIC SCHOOLIndividual grant recipient: $75,000 · OtherIndividual grant recipientBURKE COUNTY LITERACY COUNCIL INC: $49,404 · OtherBURKE COUNTY LITERACY COUNCIL INCBig BrothersBig Sisters of WNC Inc: $38,290 · OtherBig BrothersBig Sisters of WNC IncAMERICAN RED CROSS- BURKE COUNTY CHAPTER: $19,350 · Other+2 more: $12,938 · OtherTHE OUTREACH CENTER: $120,128 · Human ServicesTHE OUTREACH CENTERYOUNG MEN'S CHRISTIAN ASSOCIATION OF CATAWBA VALLEY INC: $116,678 · Human ServicesYOUNG MEN'S CHRISTIAN ASSOCIATION …THE MEETING PLACE ONE INC: $109,155 · Human ServicesTHE MEETING PLACE ONE INCBURKE COUNCIL ON ALCOHOLISM & CHEMICAL DEPENDENCY INC: $106,716 · HealthBURKE COUNCIL ON AL…GOOD SAMARITAN CLINIC: $59,030 · HealthGOOD SAMARITAN CLIN…AIDS LEADERSHIP FOOTHILLS AREA ALLIANCE INC: $18,783 · HealthAIDS LEADERSHIP FOO…+1 more: $5,900 · HealthFOOTHILLS SERVICE PROJECT: $41,675 · PhilanthropyOPEN HEARTS PLACE: $25,388 · Housing & ShelterREPAY INC: $2,544 · Crime & Legal
Other$523,754Human Services$345,961Health$190,429Philanthropy$41,675Housing & Shelter$25,388Crime & Legal$2,544

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$1.0M$10Mgrantee revenue →↑ funder's share of their budgetOPTIONS INC: $242,470 over 5y, 16% of budgetTHE OUTREACH CENTER: $120,128 over 4y, 4.3% of budgetYOUNG MEN'S CHRISTIAN ASSOCIATION OF CATAWBA VALLEY INC: $116,678 over 2y, 0.4% of budgetTHE MEETING PLACE ONE INC: $109,155 over 5y, 16% of budgetBURKE COUNCIL ON ALCOHOLISM & CHEMICAL DEPENDENCY INC: $106,716 over 4y, 4.7% of budgetGOOD SAMARITAN CLINIC: $59,030 over 5y, 0.4% of budgetBURKE COUNTY LITERACY COUNCIL INC: $49,404 over 5y, 10.0% of budgetFOOTHILLS SERVICE PROJECT: $41,675 over 5y, 1.7% of budgetBig BrothersBig Sisters of WNC Inc: $38,290 over 4y, 1.9% of budgetOPEN HEARTS PLACE: $25,388 over 1y, 13% of budgetAIDS LEADERSHIP FOOTHILLS AREA ALLIANCE INC: $18,783 over 2y, 1.8% of budgetBURKE COUNTY REACT TEAM 3420 INC: $5,900 over 2y, 9.4% of budgetREPAY INC: $2,544 over 2y, 0.5% of budget
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

Community Foundation of Burke CountyNC24.2× affinity9 shared granteesties to 9 of 9Hover any node to trace its alignments.Compare side by side →

Open a dossier: Community Foundation of Burke County · Rostan Family Foundation · The Community Foundation of Western North Carolina Inc · North Carolina Community Foundation · Grace Episcopal Church Foundation · Dogwood Health Trust · Morganton Womans Club Foundation Inc · Co Ta Huffman-Cornwell Foundation · Gateway Wellness Foundation · Amazonsmile Foundation

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

How much its grantees rely on government

Each dot is one organization Burke County United Way funds: left to right is the share of its income from government, bottom to top the share from Burke County United Way. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 00%1%4%8%15%funder's share of their income ↑0%5%10%15%20%share of the org’s income from government →
    no gov moneyreceives it· size = income
    0get no government money at all
    6report government grants on their 990 we could not trace to a source (not plotted)
    0rely on government for over half their income
    ⤢ axis zoomed · 0–20%
    typical government reliance, FY20–25
    How this is measured
    Government income is each org’s traced federal awards (USASpending grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that a grant caused the public funding. Coverage is precision-first, a floor rather than a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12 to 24 months.

    On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 18 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

    How this is measured
    Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

    Generated from the IRS Form 990 e-file return for fiscal year 2024, released 2024. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

    Possibly out of date. A more recent filing (FY2025) is on record and reports $204k of grant expense, but none of it to a named recipient. On a Form 990 that can mean grants abroad, filed by region only (Schedule F), grants under $5,000, which are not itemized, or a schedule referenced as an attachment the e-file does not carry. The figures above are therefore from FY2024, the most recent year this funder named its grantees.

    Source object · view filing

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