Mission
THE ORGANIZATIONS MISSION IS TO RAISE FUNDS THROUGH AN ANNUAL FUNDRAISING DRIVE AND DISTRIBUTE THE FUNDS TO PARTICIPATING AGENCIES THAT PROVIDE COMMUNITY AND PUBLIC HEALTH
Public Charity
CALDWELL COUNTY UNITED FUND INC
CALDWELL COUNTY UNITED FUND INC is a nonprofit organization categorized as Public Charity based in LENOIR, NC. Its most recent IRS filing (2025) reports revenue of $830K, expenses of $521K, total assets of $880K. Imperigo tracks 17 reported grant relationships connected to this organization totaling approximately $338K.
EIN: 566067038
LENOIR, NC
Latest filing: 2025
Total Revenue$830K
Total Expenses$521K
Total Assets$880K
Grant Records17
Funding Total$338K
Filing Years2021–2025
Where $100 goes at Caldwell County United Fund Inc
How Caldwell County United Fund Inc divides every $100 it spends, from its own Form 990 filings, averaged across 7 years.
$77
Programs
the work itself
$11
Management
running the organization
$12
Fundraising
raising the next dollar
Inside the $77 for programs
$73
The organization raised funds through its annual fundraising drive and distributed the funds to participating agencies who use the funds to provide community and public health services
$4
All other accomplishment these are funds used in providing the necessary support to participating agencies
Source: Form 990 filings with the IRS, latest fiscal year 2025. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.
Sample Grants Received
TO SUPPORT THE ORGANIZATION'S STATED MISSION
$110,000
GENERAL SUPPORT
$29,584
GENERAL SUPPORT
$29,584
PUBLIC, SOCIETAL BENEFIT
$7,000
COVID RELIEF
$10,000
Showing up to 5 of 17 total records — full history available with membership.
Officers & Directors
DIRECTOR
Andrew Ortiz
DIRECTOR
Brianna Wert
DIRECTOR
Hannah Morrison
DIRECTOR
Hannah Romero
EXECUTIVE DIRECTOR
Jamie Willis
TREASURER
Jon Blair
Officer compensation and complete director data available with membership.
Top Grant Purposes
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2025 | $830K | $521K | $880K |
| 2024 | $355K | $426K | $597K |
| 2023 | $395K | $404K | $473K |
| 2022 | $403K | $403K | $482K |
| 2021 | $405K | $341K | $483K |
Between 2021 and 2025, reported annual revenue grew from $405K to $830K (+105%), with total assets most recently reported at $880K.
Interactive year-over-year charts and full filing details available with membership.