Nonprofit · EIN 23-7227728
WESTERN PIEDMONT FOUNDATION INC
Tax-exempt · MORGANTON, NC 28655
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2026 | 990 | $2,610,022 | $1,369,989 | $1,240,033 | $7,257,462 | $4,925 | $7,252,537 |
| June 30, 2025 | 990 | $950,268 | $315,863 | $634,405 | $5,438,182 | $0 | $5,438,182 |
| June 30, 2024 | 990 | $524,007 | $196,938 | $327,069 | $4,419,877 | $0 | $4,419,877 |
Financial details: 990 for the year ended June 30, 2026
Revenue
- Contributions, gifts and grants
- $2,321,370
- Program service revenue
- $0
- Investment income
- $303,148
- Net gain from sales of assets
- $158,057
- Net income from fundraising events
- -$14,496
- Other revenue
- -$14,496
Expenses
- Grants and similar amounts paid
- $1,292,481
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $7,135
- Program services (functional)
- $1,331,538
- Management and general (functional)
- $35,594
- Fundraising (functional)
- $2,857
Balance sheet and other
- Total assets, start of year
- $5,438,182
- Total assets, end of year
- $7,257,462
- Total liabilities, end of year
- $4,925
- Net assets, end of year
- $7,252,537
- Publicly traded securities
- $7,033,003
- Net assets without donor restrictions
- $108,578
- Net assets with donor restrictions
- $7,143,959
- Gross receipts
- $6,902,810
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1968
- State of legal domicile
- NC
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SCOTT BROOKS | BOARD MEMBER Trustee or director | 0 | $0 |
| BOBBIE MCCOMBS | PRESIDENT Trustee or director, Officer | 0 | $0 |
| MALONE MCNEELY | BOARD MEMBER Trustee or director | 0 | $0 |
| DEBBIE SIGMON | BOARD MEMBER Trustee or director | 0 | $0 |
| MEG TAYLOR | BOARD MEMBER Trustee or director | 0 | $0 |
| AMANDA KRAUSE | BOARD MEMBER Trustee or director | 0 | $0 |
| J DALTON WALTERS | PAST PRESIDENT Trustee or director, Officer | 0 | $0 |
| REXANNA LOWMAN | BOARD MEMBER Trustee or director | 0 | $0 |
| JANE SOHOVICH | BOARD MEMBER Trustee or director | 0 | $0 |
| DR JOEL D WELCH | BOARD MEMBER Trustee or director | 0 | $0 |
| SHAUN CLINE | BOARD MEMBER Trustee or director | 0 | $0 |
| JESSICA EPLEY | BOARD MEMBER Trustee or director | 0 | $0 |
| JENNY MERRILL | BOARD MEMBER Trustee or director | 0 | $0 |
| JEAN PATTON | BOARD MEMBER Trustee or director | 0 | $0 |
| MIKE WATTS | BOARD MEMBER Trustee or director | 0 | $0 |
6 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BEN BRITTAIN | BOARD MEMBER Trustee or director | 0 | $0 |
| CARLOS FOSTER | BOARD MEMBER Trustee or director | 0 | $0 |
| LANEY GREENE | BOARD MEMBER Trustee or director | 0 | $0 |
| KARY GREER | BOARD MEMBER Trustee or director | 0 | $0 |
| ALAN GRIFFIN | BOARD MEMBER Trustee or director | 0 | $0 |
| BETH HEILE | BOARD MEMBER Trustee or director | 0 | $0 |
990 for the year ended June 30, 2025: 15 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SCOTT BROOKS | BOARD MEMBER Trustee or director | 0 | $0 |
| BOBBIE MCCOMBS | PRESIDENT ELECT Trustee or director, Officer | 0 | $0 |
| MALONE MCNEELY | BOARD MEMBER Trustee or director | 0 | $0 |
| DEBBIE SIGMON | PAST PRESIDENT Trustee or director, Officer | 0 | $0 |
| MEG TAYLOR | BOARD MEMBER Trustee or director | 0 | $0 |
| AMANDA KRAUSE | BOARD MEMBER Trustee or director | 0 | $0 |
| J DALTON WALTERS | PRESIDENT Trustee or director, Officer | 0 | $0 |
| REXANNA LOWMAN | BOARD MEMBER Trustee or director | 0 | $0 |
| JANE SOHOVICH | BOARD MEMBER Trustee or director | 0 | $0 |
| DR JOEL D WELCH | BOARD MEMBER Trustee or director | 0 | $0 |
| SHAUN CLINE | BOARD MEMBER Trustee or director | 0 | $0 |
| JESSICA EPLEY | BOARD MEMBER Trustee or director | 0 | $0 |
| JENNY MERRILL | BOARD MEMBER Trustee or director | 0 | $0 |
| JEAN PATTON | BOARD MEMBER Trustee or director | 0 | $0 |
| MIKE WATTS | BOARD MEMBER Trustee or director | 0 | $0 |
990 for the year ended June 30, 2024: 15 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| OLA CALDWELL | BOARD MEMBER Trustee or director | 0 | $0 |
| BOBBIE MCCOMBS | SECRETARY/TREASURER Trustee or director, Officer | 0 | $0 |
| MALONE MCNEELY | BOARD MEMBER Trustee or director | 0 | $0 |
| DEBBIE SIGMON | PRESIDENT Trustee or director, Officer | 0 | $0 |
| KEITH CONLEY | BOARD MEMBER Trustee or director | 0 | $0 |
| RONNIE THOMPSON | BOARD MEMBER Trustee or director | 0 | $0 |
| J DALTON WALTERS | PRESIDENT ELECT Trustee or director, Officer | 0 | $0 |
| REXANNA LOWMAN | BOARD MEMBER Trustee or director | 0 | $0 |
| GEOFF MESSENHEIMER | BOARD MEMBER Trustee or director | 0 | $0 |
| DR JOEL D WELCH | BOARD MEMBER Trustee or director | 0 | $0 |
| CARRIE MULL | PAST PRESIDENT Trustee or director, Officer | 0 | $0 |
| JESSICA EPLEY | BOARD MEMBER Trustee or director | 0 | $0 |
| JENNY MERRILL | BOARD MEMBER Trustee or director | 0 | $0 |
| JEAN PATTON | BOARD MEMBER Trustee or director | 0 | $0 |
| MIKE WATTS | BOARD MEMBER Trustee or director | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 1001 BURKEMONT AVE, MORGANTON, NC 28655-4504
- Principal officer (990 for 2025)
- MACKENZIE BOSTIAN ADAMS, 1001 BURKEMONT AVENUE, MORGANTON, NC 28655
- Signed the 990
- MACKENZIE BOSTIAN ADAMS, EXECUTIVE DIRECTOR
- Phone
- (828) 448-6020
- Return prepared by
- LOWDERMILK CHURCH & CO LLP
Mission
WESTERN PIEDMONT FOUNDATION, INCORPORATED, A NON-PROFIT ORGANIZATION WAS FOUNDED TO ENCOURAGE AND DEVELOP PUBLIC AND PRIVATE SUPPORT FOR WESTERN PIEDMONT COMMUNITY COLLEGE BEYOND THAT PROVIDED BY COUNTY, STATE AND FEDERAL FUNDS.
Program accomplishments
- SUPPORT TO WESTERN PIEDMONT COMMUNITY COLLEGE FOR SCHOLARSHIPS, DEVELOPMENT GRANTS, FIXED ASSET PURCHASING AND ENRICHMENT PROGRAMSExpenses $1,331,538 · grants $1,292,481 · revenue $158,057
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | 990 on file |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 23-7227728
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Organization supporting a government college or university
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1986
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B41I)
- Assets (IRS master file)
- $7,257,462
- Income (IRS master file)
- $6,902,810
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2026 | $2,610,022 | $1,369,989 | $7,257,462 | XML |
| 990 | June 2025 | $950,268 | $315,863 | $5,438,182 | XML |
| 990 | June 2024 | $524,007 | $196,938 | $4,419,877 | XML |
| 990 | June 2023 | $356,606 | $313,438 | $3,992,674 | IRS |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 23-7227728).
Questions about WESTERN PIEDMONT FOUNDATION INC
- What is the EIN of WESTERN PIEDMONT FOUNDATION INC?
- The employer identification number (EIN) of WESTERN PIEDMONT FOUNDATION INC is 23-7227728.
- Is WESTERN PIEDMONT FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1986.
- Are donations to WESTERN PIEDMONT FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does WESTERN PIEDMONT FOUNDATION INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of WESTERN PIEDMONT FOUNDATION INC due?
- The return for tax year 2026 (the year ending June 30, 2027) is due November 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WESTERN PIEDMONT FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2026.
- Who is the principal officer of WESTERN PIEDMONT FOUNDATION INC?
- The 990 for the year ended June 30, 2026 names MACKENZIE BOSTIAN ADAMS.
- Who are the officers and directors of WESTERN PIEDMONT FOUNDATION INC?
- The 990 for the year ended June 30, 2026 lists 21 people; 0 received compensation from the organization.
- How much revenue does WESTERN PIEDMONT FOUNDATION INC have?
- On its 990 for the year ended June 30, 2026 it reported revenue of $2,610,022, expenses of $1,369,989 and total assets of $7,257,462 at year end.
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