Nonprofit · EIN 56-6017934
UNITED WAY OF COASTAL CAROLINA INC
Tax-exempt · NEW BERN, NC 28560
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $556,656 | $832,909 | -$276,253 | $1,566,099 | $640,815 | $925,284 |
| December 31, 2023 | 990 | $542,054 | $686,233 | -$144,179 | $1,289,051 | $97,444 | $1,191,607 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $556,609
- of which government grants
- $252,126
- Program service revenue
- $0
- Investment income
- $47
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $118,538
- Compensation of officers, directors and key employees
- $57,833
- Other salaries and wages
- $101,368
- Salaries, compensation and benefits (total)
- $205,510
- Professional fundraising fees
- $0
- Occupancy
- $29,934
- Travel
- $3,075
- Depreciation
- $14,108
- Program services (functional)
- $693,565
- Management and general (functional)
- $92,953
- Fundraising (functional)
- $46,391
Balance sheet and other
- Total assets, start of year
- $1,289,051
- Total assets, end of year
- $1,566,099
- Total liabilities, end of year
- $640,815
- Net assets, end of year
- $925,284
- Land, buildings and equipment
- $143,802
- Net assets without donor restrictions
- $226,895
- Net assets with donor restrictions
- $698,389
- Gross receipts
- $556,656
- Employees
- 6
- Volunteers
- 10
- Year formed
- 1957
- 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 December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SANDRA PHELPS | EXECUTIVE DIRECTOR Officer | 40 | $57,833 |
| TARA DICKSON | BOARD MEMBER Trustee or director | 2 | $0 |
| TONY NORWOOD | PRESIDENT Trustee or director, Officer | 2 | $0 |
| HOLLY TOLSTON | SECRETARY Trustee or director, Officer | 2 | $0 |
| JERE KERSNAR | TREASURER Trustee or director, Officer | 2 | $0 |
| EMILY ABNER | BOARD MEMBER Trustee or director | 1 | $0 |
| BLAIR OWEN | BOARD MEMBER Trustee or director | 1 | $0 |
| CHUCK DALE | BOARD MEMBER Trustee or director | 1 | $0 |
| ANDY DARNELL | BOARD MEMBER Trustee or director | 1 | $0 |
| ALETA ORTIZ | BOARD MEMBER Trustee or director | 1 | $0 |
| JOHNEQUIEL SMITH-GRIFFIN | BOARD MEMBER Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 18 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SANDRA PHELPS | EXECUTIVE DIRECTOR Officer | 40 | $56,963 |
| TARA DICKSON | PRESIDENT Trustee or director, Officer | 2 | $0 |
| TONY NORWOOD | VICE-PRESIDENT Trustee or director, Officer | 2 | $0 |
| MAGGIE WYNNE | SECRETARY Trustee or director, Officer | 2 | $0 |
| JERE KERSNAR | TREASURER Trustee or director, Officer | 2 | $0 |
| EMILY ABNER | BOARD MEMBER Trustee or director | 1 | $0 |
| BLAIR ALLMAN | BOARD MEMBER Trustee or director | 1 | $0 |
| CHUCK DALE | BOARD MEMBER Trustee or director | 1 | $0 |
| ANDY DARNELL | BOARD MEMBER Trustee or director | 1 | $0 |
| ALETA ORTIZ | BOARD MEMBER Trustee or director | 1 | $0 |
| MICHAEL PAPUGA | BOARD MEMBER Trustee or director | 1 | $0 |
| ANGIE PARKER | BOARD MEMBER Trustee or director | 1 | $0 |
| EDIE REED | BOARD MEMBER Trustee or director | 1 | $0 |
| DAVID ROSADO | BOARD MEMBER Trustee or director | 1 | $0 |
| JOHNEQUIEL SMITH-GRIFFIN | BOARD MEMBER Trustee or director | 1 | $0 |
| ARIEL STANLEY | BOARD MEMBER Trustee or director | 1 | $0 |
| HOLLY TOLSTON | BOARD MEMBER Trustee or director | 1 | $0 |
| GUS WILLIS | BOARD MEMBER Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 601 BROAD ST, NEW BERN, NC 28560-4805
- Principal officer (990 for 2024)
- BOB GRAGSON, 601 BROAD STREET, NEW BERN, NC 28560
- Signed the 990
- BOB GRAGSON, EXECUTIVE DIRECTOR
- Phone
- (252) 637-2460
- Website
- UNITEDWAYCOASTALNC.ORG
- Return prepared by
- TURLINGTON AND COMPANY LLP
Mission
SEE SCHEDULE O
Program accomplishments
- ALLOCATIONS AND OTHER SUPPORT TO OTHER NONPROFIT ORGANIZATIONS AND PARTNER AGENCIES.Expenses $245,571 · grants $118,538
- GENERAL SUPPORT AND DIRECT FINANCIAL ASSISTANCE FOR HURRICANE DISASTER RELIEF EFFORTS IN CARTERET, CRAVEN, JONES, AND PAMLICO COUNTIES.Expenses $447,994
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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 56-6017934
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1963
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T70Z)
- Assets (IRS master file)
- $1,566,099
- Income (IRS master file)
- $556,656
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $556,656 | $832,909 | $1,566,099 | XML |
| 990 | December 2023 | $542,054 | $686,233 | $1,289,051 | XML |
| 990 | December 2022 | $731,357 | $834,383 | $1,483,413 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | 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 56-6017934).
Questions about UNITED WAY OF COASTAL CAROLINA INC
- What is the EIN of UNITED WAY OF COASTAL CAROLINA INC?
- The employer identification number (EIN) of UNITED WAY OF COASTAL CAROLINA INC is 56-6017934.
- Is UNITED WAY OF COASTAL CAROLINA INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1963.
- Are donations to UNITED WAY OF COASTAL CAROLINA INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does UNITED WAY OF COASTAL CAROLINA 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 UNITED WAY OF COASTAL CAROLINA INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UNITED WAY OF COASTAL CAROLINA INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of UNITED WAY OF COASTAL CAROLINA INC?
- The 990 for the year ended December 31, 2024 names BOB GRAGSON.
- Who are the officers and directors of UNITED WAY OF COASTAL CAROLINA INC?
- The 990 for the year ended December 31, 2024 lists 11 people; 1 received compensation from the organization, the highest $57,833 (SANDRA PHELPS, EXECUTIVE DIRECTOR).
- How much revenue does UNITED WAY OF COASTAL CAROLINA INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $556,656, expenses of $832,909 and total assets of $1,566,099 at year end.
Other nonprofits in NEW BERN
- CAMP ALBEMARLE EIN 20-8328266 · last filed 990 for 2025
- HAROLD H BATE FOUNDATION INC EIN 56-2121302 · last filed 990-PF for 2024
- HELMUT AND CARMEN WEISSER FOUNDATION INC EIN 87-3242099 · last filed 990-PF for 2024
- BIKE BOX PROJECT EIN 83-1678144 · last filed 990 for 2025
- THOMAS B AND ROBERTHA K COLEMAN FOUNDATION INC EIN 56-2086113 · last filed 990-PF for 2025
- NEUSE RIVER BRIDGE RUN EIN 20-8865892 · last filed 990-EZ for 2025
- CIVITAN INTERNATIONAL EIN 56-6061562 · last filed 990-EZ for 2025
- ROBERT F DORSEY CHARITABLE FOUNDATION INC EIN 26-1530565 · last filed 990-PF for 2025
All nonprofits in NEW BERN · North Carolina · Philanthropy, voluntarism and grantmaking foundations