Civic Intelligence

United Fund of Surry Inc

EIN 56-0689458 • 501(c)3 • Mount Airy, NC

Profile

Soliciting contributions throughout the community for supporting member agencies in carrying out their work in meeting the needs of the community.

PO Box 409Mount Airy, NC 27030

www.unitedfundofsurry.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

87th percentile

0.02x

Higher debt load relative to assets than 87% of similar nonprofits.

NTEE T • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

83rd percentile

0.01x

Higher debt load relative to revenue than 83% of similar nonprofits.

NTEE T • $500k-$1M nonprofits • Source year 2025

Net Margin

59th percentile

14%

Higher net margin than 59% of similar nonprofits.

NTEE T • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

95th percentile

$55,633

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 10.7% of source-year revenue.

NTEE T • $500k-$1M nonprofits • Source year 2025

Asset Growth

86th percentile

28%

Faster asset growth than 86% of similar nonprofits.

NTEE T • $500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

34th percentile

-1.5%

Faster revenue growth than 34% of similar nonprofits.

NTEE T • $500k-$1M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets87th percentile

Assets

Down

$286,218

Down $44,181 (-13%) from 2023

Liabilities

Down

$1,295

Down $51,098 (-98%) from 2023

Net Assets

Up

$284,923

Up $6,917 (+2.5%) from 2023

Operations
Liabilities / Revenue83rd percentileNet Margin59th percentile

Revenue

Down

$527,770

Down $37,818 (-6.7%) from 2023

Expenses

Down

$520,853

Down $39,051 (-7.0%) from 2023

Net Income

Up

$6,917

Up $1,233 (+22%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth86th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2011: $461,922Liabilities 2011: $109,187Net Assets 2011: $352,7352011Assets 2012: $431,283Liabilities 2012: $116,343Net Assets 2012: $314,9402012Assets 2013: $403,428Liabilities 2013: $109,034Net Assets 2013: $294,3942013Assets 2014: $345,240Liabilities 2014: $93,367Net Assets 2014: $251,8732014Assets 2015: $315,815Liabilities 2015: $86,252Net Assets 2015: $229,5632015Assets 2016: $325,268Liabilities 2016: $90,761Net Assets 2016: $234,5072016Assets 2017: $411,838Liabilities 2017: $97,280Net Assets 2017: $314,5582017Assets 2018: $354,124Liabilities 2018: $90,363Net Assets 2018: $263,7612018Assets 2019: $351,891Liabilities 2019: $97,136Net Assets 2019: $254,7552019Assets 2020: $351,689Liabilities 2020: $88,160Net Assets 2020: $263,5292020Assets 2021: $295,677Liabilities 2021: $85,660Net Assets 2021: $210,0172021Assets 2022: $340,828Liabilities 2022: $68,506Net Assets 2022: $272,3222022Assets 2023: $330,399Liabilities 2023: $52,393Net Assets 2023: $278,0062023Assets 2024: $286,218Liabilities 2024: $1,295Net Assets 2024: $284,9232024

Highlighted filing

2024

Assets$286,218
Liabilities$1,295
Net Assets$284,923
Open 2024 Filing

Operations Trend

Revenue Growth34th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200KRevenue 2011: $490,249Expenses 2011: $509,891Net Income 2011: -$19,6422011Revenue 2012: $515,660Expenses 2012: $553,455Net Income 2012: -$37,7952012Revenue 2013: $486,962Expenses 2013: $507,508Net Income 2013: -$20,5462013Revenue 2014: $421,218Expenses 2014: $463,739Net Income 2014: -$42,5212014Revenue 2015: $434,918Expenses 2015: $457,228Net Income 2015: -$22,3102015Revenue 2016: $450,585Expenses 2016: $445,641Net Income 2016: $4,9442016Revenue 2017: $534,380Expenses 2017: $454,329Net Income 2017: $80,0512017Revenue 2018: $393,160Expenses 2018: $443,957Net Income 2018: -$50,7972018Revenue 2019: $467,736Expenses 2019: $476,742Net Income 2019: -$9,0062019Revenue 2020: $428,958Expenses 2020: $420,184Net Income 2020: $8,7742020Revenue 2021: $380,587Expenses 2021: $434,099Net Income 2021: -$53,5122021Revenue 2022: $462,608Expenses 2022: $400,303Net Income 2022: $62,3052022Revenue 2023: $565,588Expenses 2023: $559,904Net Income 2023: $5,6842023Revenue 2024: $527,770Expenses 2024: $520,853Net Income 2024: $6,9172024

Highlighted filing

2024

Revenue$527,770
Expenses$520,853
Net Income$6,917
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$286,218
Liabilities
$1,295
Net assets
$284,923
Revenue
$527,770
Expenses
$520,853
Net income
$6,917
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.86$0.01$2.85$5.28$5.21$0.07
2023Detailed filing. Detailed filing data is available for this year.$3.30$0.52$2.78$5.66$5.60$0.06
2022Detailed filing. Detailed filing data is available for this year.$3.41$0.69$2.72$4.63$4.00$0.62
2021Detailed filing. Detailed filing data is available for this year.$2.96$0.86$2.10$3.81$4.34$0.54
2020Detailed filing. Detailed filing data is available for this year.$3.52$0.88$2.64$4.29$4.20$0.09
2019Summary only. Only limited summary data is available for this year.$3.52$0.97$2.55$4.68$4.77$0.09
2018Summary only. Only limited summary data is available for this year.$3.54$0.90$2.64$3.93$4.44$0.51
2017Summary only. Only limited summary data is available for this year.$4.12$0.97$3.15$5.34$4.54$0.80
2016Summary only. Only limited summary data is available for this year.$3.25$0.91$2.35$4.51$4.46$0.05
2015Summary only. Only limited summary data is available for this year.$3.16$0.86$2.30$4.35$4.57$0.22
2014Summary only. Only limited summary data is available for this year.$3.45$0.93$2.52$4.21$4.64$0.43
2013Summary only. Only limited summary data is available for this year.$4.03$1.09$2.94$4.87$5.08$0.21
2012Summary only. Only limited summary data is available for this year.$4.31$1.16$3.15$5.16$5.53$0.38
2011Summary only. Only limited summary data is available for this year.$4.62$1.09$3.53$4.90$5.10$0.20
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Apr 28, 2025
Return Version
2023v6.0
Gross Receipts
$527,770
Mission and Program Overview

Mission

Soliciting contributions throughout the community for supporting member agencies in carrying out their work in meeting the needs of the community.

Fundraising organization for local organizations

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$146,012$131,542▼ $14,470
Pledges and Grants Receivable$133,007$102,566▼ $30,441
Savings and Temporary Cash Investments$51,380$52,110▲ $730
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$330,399$286,218▼ $44,181
Liabilities
Deferred Revenue$45,900--
Accounts Payable and Accrued Expenses$6,493$1,295▼ $5,198
Total Liabilities$52,393$1,295▼ $51,098
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$188,966$165,921▼ $23,045
Net Assets With Donor Restrictions$89,040$119,002▲ $29,962
Total Net Assets Fund Balance$278,006$284,923▲ $6,917
Total Liabilities and Net Assets / Fund Balance$330,399$286,218▼ $44,181

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$12,583$12,583
Compensation and Service Providers
Top Officer Pay95th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Melissa HiattExecutive DirectorFT$50,000$50,000

Board Members and Trustees

NameTitle
Jessica MontgomeryPersonnel Chairman
Ben GriffinPresident/chairman
John Jonczak1st Vice President
Joe Jessup2nd Vice President
Christi SmileyDirector
Janemarie ShultzDirector
Jared MoserDirector
Kathy McclainDirector
Lenise LynchDirector
Mac SammonsDirector
Mark RoysterDirector
Merry Craig BoazDirector
Sommer CoalsonDirector
Tina ButcherDirector
Raleigh ScalesTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$527,039
Program Service Revenue
$0
Investment Income
$731
Other Revenue
$0
All Other Contributions
$527,039
Change in Net Assets
$6,917
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$346,300
Total Fundraising Expense$92,773
Salaries, Compensation, and Employee Benefits$91,736
Other Expenses$82,817
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$346,300--$346,300
Current Officers, Directors, Trustees, and Key Employees-$16,500$33,500$50,000
Other Salaries and Wages$8,804$26,413-$35,217
Office Expenses-$4,809$7,145$11,954
Occupancy-$3,872$3,873$7,745
Payroll Taxes$673$3,283$2,563$6,519
Fees for Services Accounting-$5,125-$5,125
All Other Expenses-$1,693$876$2,569
Insurance-$2,097-$2,097
Other Expenses-$831$831$1,662
Total Functional Expenses$355,777$72,303$92,773$520,853
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Yokefellow Cooperative MinistryMount Airy, NC-Agency Funding$52,500
Surry Medical MinistriesMount Airy, NC-Agency Funding$40,000
YveddiBoonville, NC-Agency Funding$32,000
CHILDREN'S CENTER OF NW NCDobson, NC-Agency Funding$25,000
Mount Airy Rescue SquadMount Airy, NC-Agency Funding$25,000
Reeves Community Center FoundationMount Airy, NC-Program Funding$18,800
Surry Friends of YouthMount Airy, NC-Program Funding$17,500
Dobson Rescue SquadDobson, NC-Agency Funding$15,000
Pilot Mountain Rescue SquadPilot Mountain, NC-Agency Funding$13,500
SHEPHERD'S HOUSEMount Airy, NC-Agency Funding$13,500
American Red CrossMount Airy, NC-Agency Funding$11,000
Surry Domestic Violence & Sexual AssaultBoonville, NC-Agency Funding$11,000
Surry Arts Council Special Needs ProgramMount Airy, NC-Program Funding$10,000
The Salvation ArmyMount Airy, NC-Agency Funding$10,000
Mountain Valley Hospice and Palliative CareMount Airy, NC-Agency Funding$9,500
Parenting PathMount Airy, NC-Agency Funding$9,000
Webb Southern Carroll Community CenterCana, VA-Agency Funding$7,000
Ararat Volunteer Rescue Squad IncArarat, VA-Agency Funding$5,000
Mountain Park Rescue SquadState Road, NC-Agency Funding$5,000
Surry Homeless and Affordable Housing CoalitionMount Airy, NC-Agency Funding$5,000
The Legacy CenterMount Airy, NC-Agency Funding$5,000
Boy Scouts - Old Hickory CouncilWinstonsalem, NC-Agency Funding$3,000
Girl Scouts Carolinas Peaks to Piedmont CouncilColfax, NC-Agency Funding$3,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Audit committee
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
Yes
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The treasurer and executive director will review the form 990 for accuracy and completeness prior to filing with the internal revenue service.”

Form 990, Part VI, Section B, Line 15B

“Compensation is determined by the executive committee of the board of directors and other board members if needed.”

Form 990, Part VI, Section C, Line 19

“The organization makes it governing documents, conflict of interest policy and financial statements available to the public at it's office upon request.”

Form 990, Part VII Contact Addresses for Officers, Directors, Etc

“Mark royster - 110 s davis st, pilot mountain, nc 27041. Ben griffin - 625 north main street, mount airy, nc 27030. John jonczak - 116 saddle brook dr, dobson, nc 27017. Raleigh scales - 385 mitchells bend trail, state road, nc 28676. Merry craig boaz - 145 briarwood circle, pilot mountain, nc 27041. Lenise lynch - 129 king park circle, mount airy, nc 27030. Kathy mcclain - 227 lewis dr, mount airy, nc 27030. Christi smiley - 119 morgan lane, mount airy, nc 27030. Jared moser - 151 fernbrook place, mount airy, nc 27030. Jessica montgomery - 200 penstar lane, mount airy, nc 27030. Mac sammons - 156 foxcroft drive, mount airy, nc 27030. Tina butcher - 1059 n main st, mount airy, nc 27030. Joe jessup - 605 black mountain rd, pilot mountain, nc 27041. Sommer coalson - 304 robin road, mount airy, nc 27030. Melissa hiatt - 2416 limner ln, winston-salem, nc 27106. Janemarie shultz - 411 s. Main st, mount airy, nc 27030.”

Filing and Contact Details

Filer

Filer Name
United Fund of Surry Inc
EIN
56-0689458
Phone
3367893087
Address
PO BOX 409, MOUNT AIRY, NC 27030

Signing Officer

Name
Raleigh Scales
Title
Treasurer
Phone
3367563165
Signed
2025-04-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Raleigh Scales
Formed
1970
Legal Domicile
Nc
Voting Board Members
15
Independent Board Members
0
Employees
5
Volunteers
85

Preparer

Firm
Brenda R Lineberry CPA Pc
Address
121 PROFESSIONAL COURT, MOUNT AIRY, NC 27030
Preparer
Brenda R Lineberry
Phone
3367868775
Raw XML AppendixShowing 400 of 642 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0AGENCY FUNDING
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2AGENCY FUNDING
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3AGENCY FUNDING
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5AGENCY FUNDING
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt6AGENCY FUNDING
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt7AGENCY FUNDING
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt8AGENCY FUNDING
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt9AGENCY FUNDING

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