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North Carolina · Nonprofit

BURKE COUNTY UNITED WAY

BURKE COUNTY UNITED WAY (North Carolina) receives grants from 19 organizations whose IRS filings report $973,000 to it, the largest being DOGWOOD HEALTH TRUST ($544,726). 12 of them have funded it in more than one year.

Revenue FY2025
$795k
Funders on record
19
Grants received
$973k
Net assets
$728k
12/19 repeat funderspeak grant-dependency 77%
01What it does

What Burke County United Way does

Mission

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 equipped to live independently and thrive.

As stated on its FY2025 Form 990.

Program

  1. Burke County United Way's focus areas develop strong families. We believe that by building strong individuals, it buids strong families, and strong families build a strong community. Focus areas: financial self sufficiency: individuals/ families receive personalized financial coaching that assists individuals with safe and fair banking practices, reducing debt to income ratio, improving credit scores, building savings, and housing stability efforts. We provide financial coaching for both habitat for humanity and open hearts place, both organizations that create housing stability opportunities. Childcare for working families: childcare subsidies are provided to approved applicants whose income is below 200 % of the federal poverty level. Subsidy is provided for school-age children enrolled in the ymca childcare and camp programs. Our childcare families are referred to our financial empowerment program to work with certified financial coaches. Youth success: we impact the academic, emotional and social well being of burke county youth through various porgramming efforts, additionally coordinate access to opportunities such as extracurriucular activities, school supplies, hygiene…

    $380,624 spentof which $203,521 as grants
    100% of program spending

The program described on its FY2024 Form 990. Program spending in total: $380,624.

02The organization over time

The organization over time

Each line starts at 100 in 2017, so what you read is the shape rather than the size: 150 means half as much again as 2017, 50 means half. The number beside each label in the key is where it ended. The shaded band is where the middle 50% of its peers' revenue would sit, given their growth.

100 = 20172017 Revenue 100 ($450k) Expenses 100 ($440k) Net assets 100 ($114k)2018 Revenue 82 ($369k) Expenses 89 ($392k) Net assets 79 ($90k)2019 Revenue 73 ($328k) Expenses 78 ($345k) Net assets 65 ($74k)2020 Revenue 75 ($339k) Expenses 70 ($307k) Net assets 92 ($105k)2021 Revenue 93 ($418k) Expenses 88 ($389k) Net assets 117 ($134k)2022 Revenue 106 ($479k) Expenses 48 ($213k) Net assets 351 ($400k)2023 Revenue 79 ($355k) Expenses 62 ($273k) Net assets 416 ($473k)2024 Revenue 94 ($424k) Expenses 110 ($485k) Net assets 354 ($404k)2025 Revenue 177 ($795k) Expenses 107 ($471k) Net assets 639 ($728k)
'17'18'19'20'21'22'23'24'25
Revenue (177)Expenses (107)Net assets (639)Peer revenue range

Balance sheet

Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2024 to 2025, from $410k to $739k (+80%).

$255k
$206k
$160k
$154k
$196k
$403k
$475k
$410k
$739k
'17'18'19'20'21'22'23'24'25
Total assetsTotal liabilities

How it's funded, over time

Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.

2017
2018
2019
2020
2021
2022
2023
2024
2025
ContributionsProgram revenueInvestmentOther

97% of BURKE COUNTY UNITED WAY’s revenue is contributions — more donation-reliant than the typical peer (87% for the typical peer).

This organization
Typical peer · 7,828 orgs

Surplus & reserves

Operating surplus or deficit each year, and months of liquidity in hand. 3 of the last 9 reported years ran a deficit.

$10k
’17
−$24k
’18
−$17k
’19
$31k
’20
$29k
’21
$266k
’22
$82k
’23
−$61k
’24
$324k
’25
14
months of
reserve

Leadership and staff

The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.

Chief executive

Maureen Mo Schwind

Executive director

As listed on its FY2025 Form 990.

'17'18'19'20'21'22'23'24'25
Listed182020141419202017
Joined·+5+6+5+1+12+7+1+4
No longer listed·361117617
03Who funds it

Who funds it, year by year

2017 → 2023: the base broadened from 2 funders to 6 funders, grant income rose $500 → $272k.

7 of 19 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 11% of grant dollars received. That money is really individual donors directing a sponsor; the institutions to cultivate are the non-DAF funders.

From the IRS filings of BURKE COUNTY UNITED WAY’s funders (the co-funder graph). Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

How concentrated its funding is

BURKE COUNTY UNITED WAY leans on a few funders — its largest provides 56% of grant income and the top three 74%; half comes from just 1 funder.

the vertical line marks half of all grant income — 1 funder to its left

56%
largest funder
74%
top three
~3
effective funders

Largest funder’s share by year: 2017 60% · 2018 54% · 2019 100% · 2020 93% · 2021 79% · 2022 85% · 2023 66% — growing more concentrated.

“Effective funders” = inverse Herfindahl index (1 / Σ shareᵢ²) — the number of equal-sized funders that would give the same concentration. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

How long its funders stay

33% of BURKE COUNTY UNITED WAY's funders are still giving 3 years after their first grant; 63% give in more than one year at all.

first grant+1y+2y+3y+4y+5y

Share of funders still giving k years after their first recorded grant, pooled across every acquisition cohort. A funder counts as retained in a year only if it made a grant that year. Measured to FY2023, the last fiscal year that has finished arriving — a funder cannot be counted as lapsed in a year most filers have not reached.

Where its funders are

78% of BURKE COUNTY UNITED WAY's grant income comes from North Carolina funders.

NY
PA
NC
FL

In-state vs out-of-state, by year

’17
’18
’19
’20
’21
’22
’23
North Carolina out of state home

Funder states come from each funder’s own filing. $102k arriving through sponsors registered in 6 states is excluded from the map and the split above: a sponsor holds money on a donor’s behalf, so its registered address would place those dollars somewhere no donor need ever have been. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

04Its place in the field

Against its field

BURKE COUNTY UNITED WAY runs a healthier operating margin than three-quarters of the 4,237 philanthropy nonprofits its size.

Operating margin41% · top quartile
Months of reserve14.0mo · above the median
Revenue growth (annualized)7% · above the median

this organization peer median middle 50% of peers· 4,237 philanthropy nonprofits $100k–$1M, FY2025

Organizations like BURKE COUNTY UNITED WAY

Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.

In North Carolina

Nationally

05Profile & governance

Read directly from this organization’s own Form 990, as neutral context.

Where the money goes

81% of spending goes to programs.

Program 81%Management 10%Fundraising 9%

Governance

16
board members
100%
independent
✓Conflict-of-interest policy✓Whistleblower policy✓Document retention✓Board reviewed the 990✓Audited financials

Public support

93%

Share of support from the public (Schedule A) — the basis for its public-charity status.

Screen this organization

A dated, signed PDF of the compliance screen for BURKE COUNTY UNITED WAY: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.

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Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf

Questions and answers

Who funds BURKE COUNTY UNITED WAY?
BURKE COUNTY UNITED WAY (North Carolina) receives grants from 19 organizations whose IRS filings report $973,000 to it, the largest being DOGWOOD HEALTH TRUST ($544,726). 12 of them have funded it in more than one year.
How many funders does BURKE COUNTY UNITED WAY have?
IRS filings report 19 organizations giving $973,000 in grants to BURKE COUNTY UNITED WAY, 12 of which have funded it in more than one year.
Who is the largest funder of BURKE COUNTY UNITED WAY?
DOGWOOD HEALTH TRUST is the largest funder on record, with $544,726 in grants. The full list of funders is on this page.
How can an organization like BURKE COUNTY UNITED WAY find more funders?
Start with the funders already giving here, then look at the foundations that back similar organizations in North Carolina. The funding by cause and by state pages list the largest funders for a given area and how to approach them.

These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2025 (financials across 2017–2025), and the filings of 19 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 14, 2026. What this page cannot tell you · view filing