United Way of Lincoln County

Nonprofit profile at a glance

EIN
237125926
IRS 990 coverage
2009–2024
Forms available
Form 990 2024
Location
Lincolnton, NC, USA
Phone
7042408621
Rating
85
Verdict
STRONG
Rating confidence
Moderate
Sector
Federated Giving Programs

Official website

Reported finances

Revenue
$457,224
Expenses
$461,766
Assets
$464,735
Liabilities
$18,883

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

24 people listed

Executive titles in this filing

  • Alisha Friday (Executive Director)

Highest reported compensation

  • Alisha Friday (Executive Director): $68,804 total reported compensation
  • Tammy Dotson (Finance Administrator): $18,087 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The Mission of the United Way of Lincoln is to increase the organized capacity of people to care for one another.

What it reported doing in 2024

United Way of Lincoln County provides funding to support the Health, Education and Financial Stability impact areas in 25 programs across the community. The funded agencies provide various programs that target the safety, health and well-being of citizens in Lincoln County. A Place to Grow offers an inclusive program specializing in serving children from ages one to five with developmental delays. The Boy Scouts provides programs for boys in our community that help in team building, character development and leadership skills. Their programs help strengthen families and individuals by supporting Boy Scouts in Grades 6-12 in Lincoln County and providing resources to 15 local troops. Communities in Schools provides mentorship programs for students to reduce the number of students dropping out of school. Kintegra assists individuals in obtaining the medications they need regardless of insurance and/or inability to pay. Hospice not only serves patients during the last moment of their lives, but they also provide family members with social, emotional and grief support. Lincoln County Coalition Against Child Abuse provides services that assist victims of various types of abuse while also assisting with training to various departments that help with the capture and prosecution of the abusers. Lincoln County Coalition Against Domestic Violence provides a safe place for victims of domestic violence while assisting them to move forward successfully. Lincoln County Family YMCA and Sally's YMCA provide scholarships for summer camps and after-school care programs for families that are not able to afford it. Lincoln County Community Friends Senior Services provides in home respite care for our county residents. Salem Industries addresses the health and wellness of individuals with disabilities as they promote their integration into the community through life enrichment activities, work preparation services and job placement assistance. Special Olympics provides sports training for individuals with intellectual disabilities. INVESTMENTS IN LINCOLN COUNTY YOUTH OPPORTUNITY 2,129 lives impacted through affordable, enriching childcare supports across our community 1,500 lives impacted by behavioral intervention programming & mentoring for at-risk youth 5,495 lives impacted through awareness, prevention, intervention, and education services focused on addressing and preventing child abuse in our community. FINANCIAL STABILITY 143 lives empowered through job and life skills support to reach economic stability 2,295 basic needs met through the West & Asbury resource centers 540 vulnerable neighbors were provided shelter and wrap-around resources for financial security $45,769 provided for emergency assistance and financial literacy programs HEALTH & WELL-BEING 3,297 individuals received affordable medication and health service assistance 90 lives impacted through aging adult caregiving services 1,095 individuals with disabilities and special needs benefited from programs providing job readiness, independent living skills, and inclusive sports and summer camp opportunities.

Operating model

Revenue model
Donor-supported. 99% of the money available for current operations came from contributions and gifts.
Distribution model
Grant intermediary. The nonprofit sent 69% of its reported program spending out as grants.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Fundraising costs are high for each dollar raised and expenses are high relative to revenue.

Rating breakdown

  • Financial Efficiency: 85
  • Transparency & Controls: 82
  • Accountability: 100
  • Sustainability: 35
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 88.5%; rating input score 89
  • Program expense ratio: 87.5%; rating input score 88
  • Fundraising efficiency: $20.97 raised per $1 spent on fundraising; rating input score 59; 59th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 85.7%; rating input score 86; 3rd percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 83.7%; rating input score 84; 49th percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
  • Governance controls: 9 of 9 controls in place; rating input score 100
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: Pass
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: -1%; rating input score 36; 36th percentile among comparable filings
  • Total-asset coverage ratio: 1.01; rating input score 41; 41st percentile among comparable filings
  • Liabilities to assets ratio: 0.04; rating input score 34; 34th percentile among comparable filings
  • Officer compensation ratio: 18.8%; rating input score 20; 20th percentile among comparable filings

Growth

  • Program expense growth: 3.3% per year; rating input score 100; 46th percentile among comparable filings
  • Revenue growth: 2.1% per year; rating input score 100; 35th percentile among comparable filings
  • Asset growth: 2.9% per year; rating input score 100; 37th percentile among comparable filings

Details

  • Where the money goes: 88.5% of revenue deployed · 87.5% of spending went to programs
  • Governance: 22 of 22 board members independent · 9 of 9 filing controls reported
  • Programs: 1 filed program accomplishment · $404K in reported program spending
  • Leadership: top reported pay $69K · 24 people listed
  • Consistency: 43 of 45 current checks pass · 2 findings to review
  • Schedules: 5 filed schedules · includes major donors and grants
  • Filing history: 9 filing years from 2009 to 2024
  • Contacts: How to reach this organization
  • Money network: 15 filed money-flow records
  • Related organizations: 12 filed related-organization links
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Review — Financial Efficiency: Fundraising efficiency scored 59/100.
  • Moderate — Sustainability: Operating margin scored 36/100.
  • Moderate — Sustainability: Total-asset coverage ratio scored 41/100.
  • High — Sustainability: Officer compensation ratio scored 20/100.
  • Moderate — Transparency & Controls: Schedule A contributions reconciliation did not reconcile in the filed values.
  • Review — Transparency & Controls: Domestic grant itemization did not reconcile in the filed values.
  • Moderate — Sustainability: Liabilities to assets ratio scored 34/100.