PLATINUM2023

United Way of Wilkes County, Inc.

North Wilksboro, NC   |  www.uwwilkes.org
GuideStar Charity Check

United Way of Wilkes County, Inc.

EIN: 56-0942846


Mission

The mission of the United Way of Wilkes County is to involve the entire community in identifying our community's needs, developing financial resources and partnering with programs to meet these needs.

Ruling year info

1975

Executive Director

Clara Hickman

Main address

910 C Street

North Wilksboro, NC 28659 USA

Show more contact info

EIN

56-0942846

Subject area info

Philanthropy

Foundations

Nonprofits

Population served info

Children and youth

Adults

NTEE code info

Fund Raising Organizations That Cross Categories includes Community Funds/Trusts and Federated Giving Programs) e.g. United Way (T70)

Philanthropy / Charity / Voluntarism Promotion (General) (T50)

Other Philanthropy, Voluntarism, and Grantmaking Foundations N.E.C. (T99)

What we aim to solve

SOURCE: Self-reported by organization

We are implementing a new focus this year on promoting self-sufficiency and reducing poverty in our community.

Our programs

SOURCE: Self-reported by organization

What are the organization's current programs, how do they measure success, and who do the programs serve?

Crisis and Basic Needs

Meet critical needs of food, shelter and safety
Identify problems and connect resources
Promote self-sufficiency

Population(s) Served
Adults

Help at-risk children succeed
Promote high school graduation
Assist with education and skills for job readiness

Population(s) Served
Children and youth

Promote healthy lifestyles
Ensure access to physical and mental health care
Advance efforts to break cycles of addiction

Population(s) Served
Adults

Where we work

Our results

SOURCE: Self-reported by organization

How does this organization measure their results? It's a hard question but an important one.

Number of clients served

This metric is no longer tracked.
Totals By Year
Type of Metric

Output - describing our activities and reach

Direction of Success

Holding steady

Our Sustainable Development Goals

SOURCE: Self-reported by organization

Learn more about Sustainable Development Goals.

Goals & Strategy

SOURCE: Self-reported by organization

Learn about the organization's key goals, strategies, capabilities, and progress.

Charting impact

Four powerful questions that require reflection about what really matters - results.

We plan to offer budgeting classes and programs that work with individuals to increase their education so they can get a better paying job. We will be offering 4-$1000.00 scholarships, one to a high school senior and 3 to the local community college for adults who wish to return to school for a CTE certificate or diploma.

Continue to monitor the progress of our programs, reach out to volunteers and be an actively involved in our community to understand the needs and do our best to meet them.

Continue to fundraise and be actively involved in our community.

We still strive to meet as many needs as we can through our partner agencies, but the need is still great. We need to continue to campaign for as much as we can possibly raise.

How we listen

SOURCE: Self-reported by organization

Seeking feedback from people served makes programs more responsive and effective. Here’s how this organization is listening.

done We shared information about our current feedback practices.
  • How is your organization using feedback from the people you serve?

    To identify and remedy poor client service experiences, To identify bright spots and enhance positive service experiences, To make fundamental changes to our programs and/or operations, To inform the development of new programs/projects, To identify where we are less inclusive or equitable across demographic groups, To strengthen relationships with the people we serve, To understand people's needs and how we can help them achieve their goals

  • Which of the following feedback practices does your organization routinely carry out?

    We collect feedback from the people we serve at least annually, We aim to collect feedback from as many people we serve as possible, We act on the feedback we receive

  • What challenges does the organization face when collecting feedback?

    It is difficult to get the people we serve to respond to requests for feedback

Financials

United Way of Wilkes County, Inc.
Fiscal year: Nov 01 - Oct 31

Revenue vs. expenses:  breakdown

SOURCE: IRS Form 990 info
NET GAIN/LOSS:    in 
Note: When component data are not available, the graph displays the total Revenue and/or Expense values.

Liquidity in 2022 info

SOURCE: IRS Form 990

36.65

Average of 8.76 over 10 years

Months of cash in 2022 info

SOURCE: IRS Form 990

5

Average of 15.5 over 10 years

Fringe rate in 2022 info

SOURCE: IRS Form 990

20%

Average of 18% over 10 years

Funding sources info

Source: IRS Form 990

Assets & liabilities info

Source: IRS Form 990

Financial data

SOURCE: IRS Form 990

United Way of Wilkes County, Inc.

Revenue & expenses

Fiscal Year: Nov 01 - Oct 31

SOURCE: IRS Form 990 info

Fiscal year ending: cloud_download Download Data

United Way of Wilkes County, Inc.

Balance sheet

Fiscal Year: Nov 01 - Oct 31

SOURCE: IRS Form 990 info

The balance sheet gives a snapshot of the financial health of an organization at a particular point in time. An organization's total assets should generally exceed its total liabilities, or it cannot survive long, but the types of assets and liabilities must also be considered. For instance, an organization's current assets (cash, receivables, securities, etc.) should be sufficient to cover its current liabilities (payables, deferred revenue, current year loan, and note payments). Otherwise, the organization may face solvency problems. On the other hand, an organization whose cash and equivalents greatly exceed its current liabilities might not be putting its money to best use.

Fiscal year ending: cloud_download Download Data

United Way of Wilkes County, Inc.

Financial trends analysis Glossary & formula definitions

Fiscal Year: Nov 01 - Oct 31

SOURCE: IRS Form 990 info

This snapshot of United Way of Wilkes County, Inc.’s financial trends applies Nonprofit Finance Fund® analysis to data hosted by GuideStar. While it highlights the data that matter most, remember that context is key – numbers only tell part of any story.

Created in partnership with

Business model indicators

Profitability info 2017 2018 2020 2021 2022
Unrestricted surplus (deficit) before depreciation -$76,555 $324,116 $3,528 -$13,003 -$95,954
As % of expenses -13.3% 275.6% 0.9% -3.2% -25.0%
Unrestricted surplus (deficit) after depreciation -$82,756 $318,949 -$2,783 -$19,847 -$100,663
As % of expenses -14.2% 259.8% -0.7% -4.8% -25.9%
Revenue composition info
Total revenue (unrestricted & restricted) $487,307 $119,710 $436,979 $400,167 $260,474
Total revenue, % change over prior year -6.3% -75.4% 0.0% -8.4% -34.9%
Program services revenue 3.7% 14.0% 3.3% 5.1% 3.3%
Membership dues 0.0% 0.0% 0.0% 0.0% 0.0%
Investment income 1.1% 5.0% 1.6% 0.9% 0.3%
Government grants 0.0% 0.0% 0.0% 0.0% 0.0%
All other grants and contributions 95.2% 81.0% 95.0% 94.0% 92.3%
Other revenue 0.0% 0.0% 0.0% 0.0% 4.1%
Expense composition info
Total expenses before depreciation $574,752 $117,608 $409,606 $408,951 $383,307
Total expenses, % change over prior year 12.9% -79.5% 0.0% -0.2% -6.3%
Personnel 21.6% 53.8% 19.0% 18.6% 20.7%
Professional fees 1.3% 4.4% 1.4% 1.7% 2.0%
Occupancy 1.4% 9.7% 2.0% 2.4% 0.9%
Interest 0.0% 0.0% 0.0% 0.0% 0.0%
Pass-through 68.2% 3.4% 68.5% 67.3% 66.9%
All other expenses 7.6% 28.7% 9.1% 10.0% 9.4%
Full cost components (estimated) info 2017 2018 2020 2021 2022
Total expenses (after depreciation) $580,953 $122,775 $415,917 $415,795 $388,016
One month of savings $47,896 $9,801 $34,134 $34,079 $31,942
Debt principal payment $0 $0 $0 $0 $0
Fixed asset additions $0 $0 $0 $0 $0
Total full costs (estimated) $628,849 $132,576 $450,051 $449,874 $419,958

Capital structure indicators

Liquidity info 2017 2018 2020 2021 2022
Months of cash 13.5 57.4 14.1 9.7 5.0
Months of cash and investments 13.6 58.1 14.3 14.2 13.2
Months of estimated liquid unrestricted net assets 1.8 42.0 13.0 12.7 12.5
Balance sheet composition info 2017 2018 2020 2021 2022
Cash $644,968 $562,932 $481,562 $329,017 $160,157
Investments $6,821 $6,858 $7,268 $153,971 $260,336
Receivables $296,786 $84,140 $59,891 $38,752 $37,840
Gross land, buildings, equipment (LBE) $263,999 $263,999 $272,635 $270,987 $35,207
Accumulated depreciation (as a % of LBE) 67.0% 69.0% 71.0% 73.3% 90.0%
Liabilities (as a % of assets) 44.6% 22.5% 6.4% 2.9% 2.5%
Unrestricted net assets $175,095 $494,044 $524,483 $504,636 $403,973
Temporarily restricted net assets $399,340 $77,363 N/A N/A N/A
Permanently restricted net assets $0 $0 N/A N/A N/A
Total restricted net assets $399,340 $77,363 $67,800 $76,268 $49,389
Total net assets $574,435 $571,407 $592,283 $580,904 $453,362

Key data checks

Key data checks info 2017 2018 2020 2021 2022
Material data errors No No No No No

Operations

The people, governance practices, and partners that make the organization tick.

Documents
Form 1023/1024 is not available for this organization

Executive Director

Clara Hickman

Number of employees

Source: IRS Form 990

United Way of Wilkes County, Inc.

Officers, directors, trustees, and key employees

SOURCE: IRS Form 990

Compensation
Other
Related
Show data for fiscal year
Compensation data
Download up to 5 most recent years of officer and director compensation data for this organization

There are no highest paid employees recorded for this organization.

United Way of Wilkes County, Inc.

Board of directors
as of 05/25/2023
SOURCE: Self-reported by organization
Board of directors data
Download the most recent year of board of directors data for this organization
Board co-chair

Westley Wood

Wilkes County Board of Education

Term: 2022 - 2023


Board co-chair

Craig Langston

Edward Jones Investment

Term: 2022 - 2023

Michelle Bare

Barnes & Barnes CPA

Lee Bentley

Vannoy Law Firm

Deana Billings

Dental Clinic

Greg Edwards

Skyline National Bank

Evan Handy

Edward Jones Investment

Erica Harper

Wilkes Community College

Petey Horton

Duke Energy

Arnold Lakey

Retired - Lowe's Companies

Gerald Lankford

Retired-Tyson Foods

Jenny Morgan

Louisiana Pacific

Pat Osborne

Retired-WFBH Wilkes Medical Center

Joyce Triplett

Wilkes Communications

Betsy Welborn

Retired-Wilkes County Board of Education

Karen Worley

Retired-Lowe's Companies

Board leadership practices

SOURCE: Self-reported by organization

GuideStar worked with BoardSource, the national leader in nonprofit board leadership and governance, to create this section.

  • Board orientation and education
    Does the board conduct a formal orientation for new board members and require all board members to sign a written agreement regarding their roles, responsibilities, and expectations? Yes
  • CEO oversight
    Has the board conducted a formal, written assessment of the chief executive within the past year ? Yes
  • Ethics and transparency
    Have the board and senior staff reviewed the conflict-of-interest policy and completed and signed disclosure statements in the past year? Yes
  • Board composition
    Does the board ensure an inclusive board member recruitment process that results in diversity of thought and leadership? Yes
  • Board performance
    Has the board conducted a formal, written self-assessment of its performance within the past three years? Yes

Organizational demographics

SOURCE: Self-reported; last updated 5/18/2022

Who works and leads organizations that serve our diverse communities? Candid partnered with CHANGE Philanthropy on this demographic section.

Leadership

The organization's leader identifies as:

Race & ethnicity
White/Caucasian/European
Gender identity
Female, Not transgender
Sexual orientation
Heterosexual or Straight
Disability status
Person without a disability

Race & ethnicity

Gender identity

Transgender Identity

Sexual orientation

Disability

We do not display disability information for organizations with fewer than 15 staff.

Equity strategies

Last updated: 05/18/2022

GuideStar partnered with Equity in the Center - an organization that works to shift mindsets, practices, and systems to increase racial equity - to create this section. Learn more

Data
  • We review compensation data across the organization (and by staff levels) to identify disparities by race.
  • We ask team members to identify racial disparities in their programs and / or portfolios.
  • We disaggregate data to adjust programming goals to keep pace with changing needs of the communities we support.
  • We have long-term strategic plans and measurable goals for creating a culture such that one’s race identity has no influence on how they fare within the organization.
Policies and processes
  • We seek individuals from various race backgrounds for board and executive director/CEO positions within our organization.
  • We have community representation at the board level, either on the board itself or through a community advisory board.
  • We help senior leadership understand how to be inclusive leaders with learning approaches that emphasize reflection, iteration, and adaptability.
  • We engage everyone, from the board to staff levels of the organization, in race equity work and ensure that individuals understand their roles in creating culture such that one’s race identity has no influence on how they fare within the organization.