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 16 reported grant relationships connected to this organization totaling approximately $308K.

EIN: 566067038 LENOIR, NC Latest filing: 2025
Total Revenue$830K
Total Expenses$521K
Total Assets$880K
Grant Records16
Funding Total$308K
Filing Years2021–2025

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

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

TO SUPPORT THE ORGANIZATION'S STATED MISSION
$110,000 1 grant
HEALTHY INDIVIDUALS AND COMMUNITIES
$40,000 1 grant
PUBLIC & SOCIETAL BENEFIT
$40,000 3 grants
GENERAL SUPPORT
$35,382 2 grants
Donor Designations
$26,181 3 grants

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.

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