Civic Intelligence

United Way of Pickens County

EIN 57-0476249 • 501(c)3 • Easley, SC

Profile

The mission of the united way of pickens county is to optimize the organized capacity of people to care for another with the vision to lead pickens county in creating and developing talents and resources to enhance the quality of life for individuals, families and the community.

PO Box 96Easley, SC 29641

www.uwpickens.org

Siviq Scores

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

Liabilities / Assets

46th percentile

0.05x

Higher debt load relative to assets than 46% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

48th percentile

0.06x

Higher debt load relative to revenue than 48% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

14th percentile

-20%

Higher net margin than 14% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

17th percentile

-9.6%

Faster asset growth than 17% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

8th percentile

-40%

Faster revenue growth than 8% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Down

$2,009,609

Down $212,547 (-9.6%) from 2023

Liabilities

Up

$90,680

Up $1,235 (+1.4%) from 2023

Net Assets

Down

$1,918,929

Down $213,782 (-10%) from 2023

Revenue

Down

$1,397,759

Down $925,529 (-40%) from 2023

Expenses

Down

$1,678,582

Down $632,655 (-27%) from 2023

Net Income

Down

-$280,823

Down $292,874 (-2430%) from 2023

Trend Graphs

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2010: $1,116,968Liabilities 2010: $47,554Net Assets 2010: $1,069,4142010Assets 2011: $1,337,268Liabilities 2011: $153,207Net Assets 2011: $1,184,0612011Assets 2012: $1,285,503Liabilities 2012: $18,933Net Assets 2012: $1,266,5702012Assets 2013: $1,324,706Liabilities 2013: $61,744Net Assets 2013: $1,262,9622013Assets 2014: $1,479,384Liabilities 2014: $90,785Net Assets 2014: $1,388,5992014Assets 2016: $1,425,713Liabilities 2016: $117,141Net Assets 2016: $1,308,5722016Assets 2017: $1,476,565Liabilities 2017: $40,807Net Assets 2017: $1,435,7582017Assets 2018: $1,656,276Liabilities 2018: $36,062Net Assets 2018: $1,620,2142018Assets 2019: $1,557,188Liabilities 2019: $42,663Net Assets 2019: $1,514,5252019Assets 2020: $1,829,992Liabilities 2020: $157,593Net Assets 2020: $1,672,3992020Assets 2021: $2,485,344Liabilities 2021: $118,957Net Assets 2021: $2,366,3872021Assets 2022: $2,073,145Liabilities 2022: $88,033Net Assets 2022: $1,985,1122022Assets 2023: $2,222,156Liabilities 2023: $89,445Net Assets 2023: $2,132,7112023Assets 2024: $2,009,609Liabilities 2024: $90,680Net Assets 2024: $1,918,9292024

Highlighted filing

2024

Assets$2,009,609
Liabilities$90,680
Net Assets$1,918,929

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $906,0382010Revenue 2011: $994,782Expenses 2011: $880,135Net Income 2011: $114,6472011Expenses 2012: $1,017,1462012Revenue 2013: $895,066Expenses 2013: $943,927Net Income 2013: -$48,8612013Revenue 2014: $963,016Expenses 2014: $897,063Net Income 2014: $65,9532014Revenue 2016: $1,085,914Expenses 2016: $1,127,602Net Income 2016: -$41,6882016Revenue 2017: $1,139,816Expenses 2017: $1,172,532Net Income 2017: -$32,7162017Revenue 2018: $1,272,016Expenses 2018: $1,087,559Net Income 2018: $184,4572018Revenue 2019: $1,114,814Expenses 2019: $1,220,503Net Income 2019: -$105,6892019Revenue 2020: $1,386,754Expenses 2020: $1,206,278Net Income 2020: $180,4762020Revenue 2021: $736,289Expenses 2021: $619,136Net Income 2021: $117,1532021Revenue 2022: $1,669,395Expenses 2022: $1,758,931Net Income 2022: -$89,5362022Revenue 2023: $2,323,288Expenses 2023: $2,311,237Net Income 2023: $12,0512023Revenue 2024: $1,397,759Expenses 2024: $1,678,582Net Income 2024: -$280,8232024

Highlighted filing

2024

Revenue$1,397,759
Expenses$1,678,582
Net Income-$280,823

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.01$0.09$1.92$1.40$1.68$0.28
2023Summary only. Only limited summary data is available for this year.$2.22$0.09$2.13$2.32$2.31$0.01
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.07$0.09$1.99$1.67$1.76$0.09
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.49$0.12$2.37$0.74$0.62$0.12
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.83$0.16$1.67$1.39$1.21$0.18
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.56$0.04$1.51$1.11$1.22$0.11
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.66$0.04$1.62$1.27$1.09$0.18
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.48$0.04$1.44$1.14$1.17$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.43$0.12$1.31$1.09$1.13$0.04
2014Detailed filing. Detailed filing data is available for this year.$1.48$0.09$1.39$0.96$0.90$0.07
2013Summary only. Only limited summary data is available for this year.$1.32$0.06$1.26$0.90$0.94$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.29$0.02$1.27$1.02
2011Summary only. Only limited summary data is available for this year.$1.34$0.15$1.18$0.99$0.88$0.11
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.12$0.05$1.07$0.91
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 14, 2025
Return Version
2024v5.2
Gross Receipts
$1,397,759
Mission and Program Overview

Mission

The mission of the united way of pickens county is to optimize the organized capacity of people to care for another with the vision to lead pickens county in creating and developing talents and resources to enhance the quality of life for individuals, families and the community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,361,853$1,494,105▲ $132,252
Cash and Non-Interest-Bearing Accounts$692,550$296,630▼ $395,920
Savings and Temporary Cash Investments-$107,682-
Pledges and Grants Receivable$120,465$68,544▼ $51,921
Land, Buildings, and Equipment, Net$44,213$41,156▼ $3,057
Prepaid Expenses and Deferred Charges$3,075$1,492▼ $1,583
Total Assets$2,222,156$2,009,609▼ $212,547
Liabilities
Other Liabilities$85,222$85,925▲ $703
Accounts Payable and Accrued Expenses$4,223$4,755▲ $532
Total Liabilities$89,445$90,680▲ $1,235
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,630,454$1,670,737▲ $40,283
Net Assets With Donor Restrictions$502,257$248,192▼ $254,065
Total Net Assets Fund Balance$2,132,711$1,918,929▼ $213,782
Total Liabilities and Net Assets / Fund Balance$2,222,156$2,009,609▼ $212,547

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$-5,668$49,854$44,186
Other Land Buildings$31,618$-6,013$25,605
Leasehold Improvements$15,206$9,057$24,263
Compensation and Service Providers

Board Members and Trustees

NameTitle
Lucas DurhamChairman
Bob GiblinBoard Member
Burnett KellyBoard Member
Deborah CarmicalBoard Member
Jerry AllenBoard Member
Jim KaplanBoard Member
Julie ThompsonBoard Member
Skeet HollandBoard Member
Julie CapaldiExecutive Director
Will RagsdaleTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,314,311
Program Service Revenue
$0
Investment Income
$82,048
Other Revenue
$1,400
All Other Contributions
$1,228,597
Change in Net Assets
$-280,823

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,397,759
Revenue Not Reported on Form 990
$83,273
Total Revenue per Audited Statements
$1,481,032
Total Revenue per Form 990
$1,397,759
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$906,476
Other Expenses$672,618
Total Fundraising Expense$116,381
Grants and Similar Amounts Paid$99,488
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$535,662$58,757$46,412$640,831
Other Expenses$455,502$240$172$455,502
All Other Expenses$48,903$6,827$43,733$99,463
Current Officers, Directors, Trustees, and Key Employees$89,863$6,152$77$96,092
Grants to Domestic Orgs$80,203--$80,203
Other Employee Benefits$56,724$5,886$4,216$66,826
Payroll Taxes$47,481$4,927$3,529$55,937
Pension Plan Contributions$37,519$5,772$3,499$46,790
Office Expenses$16,072$2,849$11,474$30,395
Grants to Domestic Individuals$19,285--$19,285
Information Technology$14,163$1,470$1,053$16,686
Payments to Affiliates-$12,974-$12,974
Depreciation Depletion$10,684$1,109$794$12,587
Travel$8,994$933$668$10,595
Fees for Services Accounting-$9,855-$9,855
Occupancy$6,470$671$481$7,622
Insurance$3,678$2,023$273$5,974
Conferences and Meetings-$3,925-$3,925
Advertising$2,301--$2,301
Fees for Services Other$2,015--$2,015
Total Functional Expenses$1,437,831$124,370$116,381$1,678,582

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,694,814
Expenses per Audited Statements$1,678,582
Total Expenses per Form 990$1,678,582
Expenses Not Reported on Form 990$16,232
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Parenting PlaceEasley, SC501c3To Provide Housing Stability Services$21,500
Samaritan Health Clinic of PcEasley, SC501c3To Provide Housing Stability Services$16,500
Pickens County Meals on WheelsPickens, SC501c3To Provide Assistance for Education Prg$13,703
United Christian MinistriesEasley, SC501c3To Provide Housing Stability Services$10,750
Cancer Association of Pickens CountMauldin, SC501c3Business Operations$9,250
Rebuild UpstateGreenville, SC501c3To Provide Housing Stability Services$8,000
Alston Wilkes SocietyGreenville, SC501c3--
Behavioral Health Services of Sc-501c3--
Central Academy of Arts----
Clemson Community Care-501c3--
East End Elementary School----
Family Promise of Pickens CountyClemson, SC501c3--
Family Promise of Pickens County-501c3--
Good Samaritan AllianceGreenville, SC501c3To Provide Housing Stability Services-
Goodwill IndustriesEasley, SC501c3--
Julie Valentine CenterEasley, SC501c3--
Marys HousePickens, SC501c3--
Mckissick Academy----
Meyer CenterPickens, SC501c3To Provide Housing Stability Services-
NamiCentral, SC501c3To Provide Housing Stability Services-
Pickens Co Advocacy CenterGreenville, SC501c3--
Pickens County First StepsGreenville, SC501c3--
Safe HarborPickens, SC501c3--
Salvation Army-501c3--
School District of Pickens County-501c3--
Six Mile Elementary School----
The Parenting Place-501c3--
United Christian Ministries----
Upstate Warrior SolutionEasley, SC501c3--
Upstate Warrior Solution----
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Liabilities$76,624
Designations Payable$7,747
Ron Webber Agency Fund$1,454
Pathway Deposits$100
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Members or stockholder classes and rights Part VI line 6

The membership of the organization is composed of individuals and partner agencies.

Form 990 governing body review Part VI line 11

The form 990 is presented to the finance committee of the organization for approval prior to submission. A copy of the 990 is provided to the board of directors for review and discussion at a regularly scheduled board meeting.

Conflict of interest policy compliance Part VI line 12C

The organization annually monitors compliance with the conflict of interest policy. All employees, board members and committee members are required to disclose any conflicts annually. In connection with any actual or possible conflicts of interest, the person or company must disclose the existence of the potential conflict of interest and all pertinent material facts. The director and members of committees with board-delegated powers consider the proposed transaction or arrangement for approval or denial.

CEO executive director top management comp Part VI line 15A

The executive committee of the board of directors serves as the compensation committee for the president. They are charged with conducting the annual performance review of the president. The presidents annual salary is determined based on performance from the previous year and a review of compensation of other similarly sized united way organizations in the same geographical area. The chair of the board presents the entire compensation package, including benefits, to the board for final approval. All other employee compensation is determined by the president and submitted to the board for approval.

Governing documents etc available to public Part VI line 19

Upon request, the public can receive any document open to public inspection including governing documents, financial statements, forms 990, bylaws or the conflict of interest policy.

Filing and Contact Details

Filer

Filer Name
United Way of Pickens County
EIN
57-0476249
In Care Of
% JULIE CAPALDI
Phone
8648507094
Address
PO BOX 96, EASLEY, SC 29641

Signing Officer

Name
Julie Capaldi
Title
Executive Director
Phone
8648555621
Signed
2025-05-14
Discuss with paid preparer
Yes

Organization Details

Formed
1970
Legal Domicile
Sc
Voting Board Members
9
Independent Board Members
9
Employees
18

Preparer

Firm
Curry PA
Address
P O Box 925, Easley, SC 29641
Preparer
Aneshia Smith
Phone
8648555621
Supplemental Narrative

Additional Explanations

Significant program services not listed on prior year return Part III line 2

In 2008, the united way of pickens county engaged in developing a three year strategic community impact plan. The community impact plans focus is education, income, and basic needs of the residents in the community. The organization has implemented the community impact plan and during the current year continuted to improve the plan and its operation. The changing needs of the community, especially during these economic times, are addressed and programs developed and implemented to meet those needs.

List of other expenses Part IX line 24E

Noncash donations - clothing $754,430 noncash donations - vehicle $4,000 noncash donations - gift cards $250 noncash donations - school supplies $3,700 business meals - $4,997 small equipment - $5,482 repairs and maintenance - $7,253 dues - $5,219 united way of sc - $4,881

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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/MissionDesc0THE MISSION OF THE UNITED WAY OF PICKENS COUNTY IS TO OPTIMIZE THE ORGANIZED CAPACITY OF PEOPLE TO CARE FOR ANOTHER WITH THE VISION TO LEAD PICKENS COUNTY IN CREATING AND DEVELOPING TALENTS AND RESOURCES TO ENHANCE THE QUALITY OF LIFE FOR INDIVIDUALS, FAMILIES AND THE COMMUNITY.
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IRS990/ProgSrvcAccomActy2Grp/Desc0VOLUNTEERISM PROGRAM - VOLUNTEERISM IS AN EFFECTIVE WAY TO INTERJECT PUBLIC PARTICIPATION INTO THE ORGANIZATIONS OPERATIONS AND DECISION MAKING PROCESS. VOLUNTEERISM ALSO PROVIDES INDIVIDUALS AND BUSINESSES IN THE COMMUNITY TRAINING IN THE AREAS OF PROVIDING FOR COMMUNITY NEEDS AND IN ADVOCATING THE CAUSES OF THE PROVIDER ORGANIZATIONS.
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IRS990/ProgSrvcAccomActy3Grp/Desc0211 CALL PROGRAM - THE PICKENS COUNTY 2-1-1 CALL PROGRAM PROVIDES VALUE IN CONNECTING PEOPLE TO LOCAL NON-PROFIT, FAITH-BASED ORGANIZATIONS AND PUBLIC SERVICES QUICKLY, EASILY AND CONFIDENTIALLY FOR THE PURPOSE OF EITHER RECEIVING OR GIVING HELP IN MEETING HUMAN SERVICE NEEDS OR IN THE AFTERMATH OF DISASTER. THE SERVICE IS AVAILABLE AT NO COST TO CALLERS.
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