United Charitable
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Organization summary
Type of Nonprofit
Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.
Category: Philanthropy, Voluntarism and Grantmaking Foundations / Fund Raising and/or Fund Distribution (NTEE)
Donations to this organization are tax deductible.
Details
According to its Dec. 2023 tax filing, this nonprofit:
Operated a donor-advised fund
Organization maintained a donor-advised fund or similar account through which donors could direct the distribution or investment of funds. Details are reported on Schedule D.
Summary charts: organization finances over time
Revenue $30.2M (2023)
Expenses $21M (2023)
Total Assets $184M (2023)
Total Liabilities $933k (2023)
Tax Filings by Year
Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.
Fiscal Year Ending Dec.
2023
Extracted Financial Data
Extracted Financial Data from Form 990
Revenue
$30,216,663
Expenses
$21,004,377
Net Income
$9,212,286
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions | $21,256,865 |
70.3%
|
| Program Services | $682,619 |
2.3%
|
| Investment Income | $7,354,788 |
24.3%
|
| Bond Proceeds | $0 | |
| Royalties | $0 | |
| Rental Property Income | $0 | |
| Net Fundraising | -$146,515 | |
| Sales of Assets | $990,607 |
3.3%
|
| Net Inventory Sales | $0 | |
| Other Revenue | $78,299 |
0.3%
|
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Executive Compensation | $380,302 |
1.8%
|
| Professional Fundraising Fees | $0 | |
| Other Salaries and Wages | $1,751,928 |
8.3%
|
| Assets/Debt | ||
|---|---|---|
| Total Assets | $184,418,980 | |
| Total Liabilities | $933,280 |
Other
Operated a donor-advised fund
Compensation
| Key Employees and Officers | Compensation | Related | Other |
|---|---|---|---|
| Julia Healey (Ceo, Secretary Of Board) | $200,996 | $0 | $28,551 |
| Hannibal Navies (Vp Athletes Charitable) | $155,399 | $0 | $21,467 |
| Stacy L Summitt (Controller) | $120,715 | $0 | $30,040 |
Document Links
990
Filed on Nov. 14, 2024Primary tax return for a nonprofit’s activities, finances, and governance
Fiscal Year Ending Dec.
2022
Extracted Financial Data
Extracted Financial Data from Form 990
Revenue
$14,167,826
Expenses
$42,479,240
Net Income
-$28,311,414
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions | $15,482,097 |
> 100%
|
| Program Services | $513,469 |
3.6%
|
| Investment Income | -$3,120,760 | |
| Bond Proceeds | $0 | |
| Royalties | $0 | |
| Rental Property Income | $0 | |
| Net Fundraising | -$545,664 | |
| Sales of Assets | $1,838,684 |
13.0%
|
| Net Inventory Sales | $0 | |
| Other Revenue | $0 |
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Executive Compensation | $343,728 |
0.8%
|
| Professional Fundraising Fees | $0 | |
| Other Salaries and Wages | $2,190,645 |
5.2%
|
| Assets/Debt | ||
|---|---|---|
| Total Assets | $183,385,890 | |
| Total Liabilities | $655,689 |
Other
Operated a donor-advised fund
Compensation
| Key Employees and Officers | Compensation | Related | Other |
|---|---|---|---|
| Julia Healey (Ceo, Secretary Of Board) | $192,941 | $0 | $26,881 |
| Hannibal Navies (Vp Athletes Charitable) | $153,500 | $0 | $23,724 |
| Stacy L Summitt (Controller) | $120,155 | $0 | $19,406 |
Document Links
990
Filed on Nov. 15, 2023Primary tax return for a nonprofit’s activities, finances, and governance
Fiscal Year Ending Dec.
2021
Extracted Financial Data
Extracted Financial Data from Form 990
Revenue
$22,185,205
Expenses
$11,053,022
Net Income
$11,132,183
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions | $17,834,363 |
80.4%
|
| Program Services | $351,149 |
1.6%
|
| Investment Income | $987,541 |
4.5%
|
| Bond Proceeds | $0 | |
| Royalties | $0 | |
| Rental Property Income | $0 | |
| Net Fundraising | -$60,259 | |
| Sales of Assets | $2,033,267 |
9.2%
|
| Net Inventory Sales | $0 | |
| Other Revenue | $1,039,144 |
4.7%
|
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Executive Compensation | $329,413 |
3.0%
|
| Professional Fundraising Fees | $0 | |
| Other Salaries and Wages | $1,417,453 |
12.8%
|
| Assets/Debt | ||
|---|---|---|
| Total Assets | $209,799,923 | |
| Total Liabilities | $265,357 |
Other
Operated a donor-advised fund
Compensation
| Key Employees and Officers | Compensation | Related | Other |
|---|---|---|---|
| Julia Healey (Ceo, Secretary Of Board) | $167,379 | $0 | $26,770 |
| Stacy L Summitt (Controller) | $111,622 | $0 | $23,643 |
| Bruce Mcclintock (Chairman) | $0 | $0 | $0 |
Document Links
990
Filed on Nov. 14, 2022Primary tax return for a nonprofit’s activities, finances, and governance
Fiscal Year Ending Dec.
2020
Extracted Financial Data
Extracted Financial Data from Form 990
Revenue
$15,667,637
Expenses
$6,704,474
Net Income
$8,963,163
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions | $8,225,627 |
52.5%
|
| Program Services | $248,738 |
1.6%
|
| Investment Income | $6,521,019 |
41.6%
|
| Bond Proceeds | $0 | |
| Royalties | $0 | |
| Rental Property Income | $0 | |
| Net Fundraising | -$3,907 | |
| Sales of Assets | $382,888 |
2.4%
|
| Net Inventory Sales | $0 | |
| Other Revenue | $293,272 |
1.9%
|
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Executive Compensation | $314,481 |
4.7%
|
| Professional Fundraising Fees | $0 | |
| Other Salaries and Wages | $680,614 |
10.2%
|
| Assets/Debt | ||
|---|---|---|
| Total Assets | $198,547,791 | |
| Total Liabilities | $348,582 |
Other
Operated a donor-advised fund
Compensation
| Key Employees and Officers | Compensation | Related | Other |
|---|---|---|---|
| Julia Healey (Ceo, Secretary Of Board) | $162,300 | $0 | $25,180 |
| Stacy L Summitt (Controller) | $103,570 | $0 | $23,431 |
| Bruce Mcclintock (Chairman) | $0 | $0 | $0 |
Document Links
990
Filed on Nov. 12, 2021Primary tax return for a nonprofit’s activities, finances, and governance
Fiscal Year Ending Dec.
2019
Extracted Financial Data
Extracted Financial Data from Form 990
Revenue
$31,341,876
Expenses
$14,211,237
Net Income
$17,130,639
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions | $25,695,500 |
82.0%
|
| Program Services | $252,164 |
0.8%
|
| Investment Income | $4,080,769 |
13.0%
|
| Bond Proceeds | $0 | |
| Royalties | $0 | |
| Rental Property Income | $0 | |
| Net Fundraising | -$50,076 | |
| Sales of Assets | $650,163 |
2.1%
|
| Net Inventory Sales | $0 | |
| Other Revenue | $713,356 |
2.3%
|
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Executive Compensation | $538,406 |
3.8%
|
| Professional Fundraising Fees | $0 | |
| Other Salaries and Wages | $539,595 |
3.8%
|
| Assets/Debt | ||
|---|---|---|
| Total Assets | $188,262,446 | |
| Total Liabilities | $148,670 |
Other
Operated a donor-advised fund
Compensation
| Key Employees and Officers | Compensation | Related | Other |
|---|---|---|---|
| Jan H Ridgely (Ceo (Through August 2019)) | $192,418 | $0 | $28,328 |
| Julia Healey (Cfo(through August 2019) Ceo (Beg Sept 2019)) | $159,842 | $0 | $26,246 |
| Stacy L Summitt (Secretary) | $105,219 | $0 | $26,353 |
Document Links
990
Filed on Nov. 14, 2020Primary tax return for a nonprofit’s activities, finances, and governance
Fiscal Year Ending Dec.
2018
Extracted Financial Data
Extracted Financial Data from Form 990
Revenue
$77,449,353
Expenses
$7,339,066
Net Income
$70,110,287
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions | $75,475,310 |
97.5%
|
| Program Services | $255,063 |
0.3%
|
| Investment Income | $1,281,942 |
1.7%
|
| Bond Proceeds | $0 | |
| Royalties | $0 | |
| Rental Property Income | $0 | |
| Net Fundraising | -$76,113 | |
| Sales of Assets | $393,384 |
0.5%
|
| Net Inventory Sales | $0 | |
| Other Revenue | $119,767 |
0.2%
|
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Executive Compensation | $450,355 |
6.1%
|
| Professional Fundraising Fees | $0 | |
| Other Salaries and Wages | $585,307 |
8.0%
|
| Assets/Debt | ||
|---|---|---|
| Total Assets | $165,951,787 | |
| Total Liabilities | $152,132 |
Other
Operated a donor-advised fund
Compensation
| Key Employees and Officers | Compensation | Related | Other |
|---|---|---|---|
| Jan H Ridgely (Ceo/Secretary) | $158,193 | $8,326 | $14,926 |
| Julia Healey (Cfo) | $140,363 | $7,388 | $18,298 |
| Stacy L Summitt (Controller/Secretary) | $101,329 | $5,333 | $19,902 |
Document Links
990
Filed on Nov. 8, 2019Primary tax return for a nonprofit’s activities, finances, and governance
Fiscal Year Ending Dec.
2017
Extracted Financial Data
Extracted Financial Data from Form 990
Revenue
$26,868,581
Expenses
$6,766,941
Net Income
$20,101,640
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions | $24,798,658 |
92.3%
|
| Program Services | $245,396 |
0.9%
|
| Investment Income | $1,063,724 |
4.0%
|
| Bond Proceeds | $0 | |
| Royalties | $0 | |
| Rental Property Income | $0 | |
| Net Fundraising | $134,243 |
0.5%
|
| Sales of Assets | -$7,957 | |
| Net Inventory Sales | $0 | |
| Other Revenue | $634,517 |
2.4%
|
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Executive Compensation | $291,857 |
4.3%
|
| Professional Fundraising Fees | $0 | |
| Other Salaries and Wages | $591,069 |
8.7%
|
| Assets/Debt | ||
|---|---|---|
| Total Assets | $99,230,419 | |
| Total Liabilities | $154,715 |
Other
Operated a donor-advised fund
Compensation
| Key Employees and Officers | Compensation | Related | Other |
|---|---|---|---|
| Jan H Ridgely (Ceo/Secretary) | $95,400 | $31,800 | $17,181 |
| Julia Healey (Cfo) | $87,000 | $29,000 | $15,141 |
| Stacy L Summit (Controller) | $70,125 | $23,375 | $20,122 |
Document Links
990
Filed on Nov. 15, 2018Primary tax return for a nonprofit’s activities, finances, and governance
Fiscal Year Ending Dec.
2016
Extracted Financial Data
Extracted Financial Data from Form 990
Revenue
$29,077,089
Expenses
$6,454,023
Net Income
$22,623,066
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions | $27,407,968 |
94.3%
|
| Program Services | $408,558 |
1.4%
|
| Investment Income | $683,223 |
2.3%
|
| Bond Proceeds | $0 | |
| Royalties | $0 | |
| Rental Property Income | $0 | |
| Net Fundraising | $27,878 |
0.1%
|
| Sales of Assets | $409,988 |
1.4%
|
| Net Inventory Sales | $0 | |
| Other Revenue | $139,474 |
0.5%
|
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Executive Compensation | $192,187 |
3.0%
|
| Professional Fundraising Fees | $0 | |
| Other Salaries and Wages | $836,467 |
13.0%
|
| Assets/Debt | ||
|---|---|---|
| Total Assets | $78,117,953 | |
| Total Liabilities | $86,035 |
Other
Operated a donor-advised fund
Reported conflict of interest transactions
Compensation
| Key Employees and Officers | Compensation | Related | Other |
|---|---|---|---|
| Jan H Ridgely (Executive Director/Secretary) | $88,875 | $29,625 | $13,473 |
| Julia Healey (Director Of Finance) | $81,563 | $27,188 | $20,123 |
| John T Houk Iii (President) | $76,883 | $25,628 | $21,765 |
Document Links
990
Filed on Nov. 15, 2017Primary tax return for a nonprofit’s activities, finances, and governance
Fiscal Year Ending Dec.
2015
Extracted Financial Data
Extracted Financial Data from Form 990
Revenue
$19,460,976
Expenses
$5,667,063
Net Income
$13,793,913
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions | $18,106,651 |
93.0%
|
| Program Services | $472,769 |
2.4%
|
| Investment Income | $578,843 |
3.0%
|
| Bond Proceeds | $0 | |
| Royalties | $0 | |
| Rental Property Income | $0 | |
| Net Fundraising | $17,612 |
0.1%
|
| Sales of Assets | $272,400 |
1.4%
|
| Net Inventory Sales | $0 | |
| Other Revenue | $12,701 |
0.1%
|
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Executive Compensation | $210,121 |
3.7%
|
| Professional Fundraising Fees | $0 | |
| Other Salaries and Wages | $1,147,341 |
20.2%
|
| Assets/Debt | ||
|---|---|---|
| Total Assets | $55,652,699 | |
| Total Liabilities | $182,914 |
Other
Operated a donor-advised fund
Reported conflict of interest transactions
Compensation
| Key Employees and Officers | Compensation | Related | Other |
|---|---|---|---|
| John T Houk Iii (President) | $90,298 | $30,099 | $22,405 |
| Jan H Ridgely (Executive Director/Secretary) | $88,613 | $29,538 | $14,808 |
| David Koury (Former Controller) | $78,030 | $26,010 | $7,714 |
Document Links
990
Filed on July 7, 2016Primary tax return for a nonprofit’s activities, finances, and governance
Fiscal Year Ending Dec.
2014
Extracted Financial Data
Extracted Financial Data from Form 990
Revenue
$15,978,155
Expenses
$5,453,965
Net Income
$10,524,190
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions | $14,962,224 |
93.6%
|
| Program Services | $387,673 |
2.4%
|
| Investment Income | $455,406 |
2.9%
|
| Bond Proceeds | $0 | |
| Royalties | $0 | |
| Rental Property Income | $0 | |
| Net Fundraising | $92,829 |
0.6%
|
| Sales of Assets | $80,023 |
0.5%
|
| Net Inventory Sales | $0 | |
| Other Revenue | $0 |
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Executive Compensation | $199,156 |
3.7%
|
| Professional Fundraising Fees | $0 | |
| Other Salaries and Wages | $1,148,782 |
21.1%
|
| Assets/Debt | ||
|---|---|---|
| Total Assets | $42,606,572 | |
| Total Liabilities | $369,453 |
Other
Operated a donor-advised fund
Reported conflict of interest transactions
Compensation
| Key Employees and Officers | Compensation | Related | Other |
|---|---|---|---|
| Steve Miller (Program Manager) | $107,772 | $0 | $2,459 |
| David Koury (Controller) | $87,750 | $29,250 | $8,562 |
| John T Houk Iii (President) | $85,923 | $28,641 | $24,032 |
Document Links
990
Filed on May 30, 2015Primary tax return for a nonprofit’s activities, finances, and governance
Fiscal Year Ending Dec.
2013
Extracted Financial Data
Extracted Financial Data from Form 990
Revenue
$12,711,465
Expenses
$5,697,578
Net Income
$7,013,887
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions | $11,281,458 |
88.8%
|
| Program Services | $420,479 |
3.3%
|
| Investment Income | $277,971 |
2.2%
|
| Bond Proceeds | $0 | |
| Royalties | $0 | |
| Rental Property Income | $0 | |
| Net Fundraising | $290,017 |
2.3%
|
| Sales of Assets | $243,194 |
1.9%
|
| Net Inventory Sales | $0 | |
| Other Revenue | $198,346 |
1.6%
|
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Executive Compensation | $194,328 |
3.4%
|
| Professional Fundraising Fees | $0 | |
| Other Salaries and Wages | $1,181,580 |
20.7%
|
| Assets/Debt | ||
|---|---|---|
| Total Assets | $31,735,613 | |
| Total Liabilities | $129,442 |
Other
Operated a donor-advised fund
Reported conflict of interest transactions
Compensation
| Key Employees and Officers | Compensation | Related | Other |
|---|---|---|---|
| Steve Miller (Program Manager) | $105,410 | $0 | $3,213 |
| David Koury (Controller) | $85,275 | $28,425 | $8,296 |
| John T Houk Iii (President) | $84,584 | $28,195 | $23,170 |
Document Links
990
Filed on May 28, 2014Primary tax return for a nonprofit’s activities, finances, and governance
Fiscal Year Ending Dec.
2012
Extracted Financial Data
Extracted Financial Data from Form 990
Revenue
$15,448,789
Expenses
$4,730,310
Net Income
$10,718,479
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions | $14,644,868 |
94.8%
|
| Program Services | $316,298 |
2.0%
|
| Investment Income | $162,161 |
1.0%
|
| Bond Proceeds | $0 | |
| Royalties | $0 | |
| Rental Property Income | $0 | |
| Net Fundraising | $77,642 |
0.5%
|
| Sales of Assets | $47,483 |
0.3%
|
| Net Inventory Sales | $0 | |
| Other Revenue | $200,337 |
1.3%
|
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Executive Compensation | $323,173 |
6.8%
|
| Professional Fundraising Fees | $0 | |
| Other Salaries and Wages | $654,143 |
13.8%
|
| Assets/Debt | ||
|---|---|---|
| Total Assets | $24,026,766 | |
| Total Liabilities | $100,698 |
Document Links
990
Primary tax return for a nonprofit’s activities, finances, and governance
Fiscal Year Ending Dec.
2011
Extracted Financial Data
Extracted Financial Data from Form 990
Revenue
$17,485,094
Expenses
$5,323,284
Net Income
$12,161,810
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions | $16,852,601 |
96.4%
|
| Program Services | $403,104 |
2.3%
|
| Investment Income | $102,694 |
0.6%
|
| Bond Proceeds | $0 | |
| Royalties | $0 | |
| Rental Property Income | $0 | |
| Net Fundraising | $90,349 |
0.5%
|
| Sales of Assets | $36,346 |
0.2%
|
| Net Inventory Sales | $0 | |
| Other Revenue | $0 |
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Executive Compensation | $203,575 |
3.8%
|
| Professional Fundraising Fees | $0 | |
| Other Salaries and Wages | $525,142 |
9.9%
|
| Assets/Debt | ||
|---|---|---|
| Total Assets | $12,054,192 | |
| Total Liabilities | $27,931 |
Document Links
990
Primary tax return for a nonprofit’s activities, finances, and governance
Fiscal Year Ending Dec.
2010
Extracted Financial Data
Extracted Financial Data from Form 990
Revenue
$39,830
Expenses
$8,968
Net Income
$30,862
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions | $37,390 |
93.9%
|
| Program Services | $2,440 |
6.1%
|
| Investment Income | $0 | |
| Bond Proceeds | $0 | |
| Royalties | $0 | |
| Rental Property Income | $0 | |
| Net Fundraising | $0 | |
| Sales of Assets | $0 | |
| Net Inventory Sales | $0 | |
| Other Revenue | $0 |
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Executive Compensation | $0 | |
| Professional Fundraising Fees | $0 | |
| Other Salaries and Wages | $0 |
| Assets/Debt | ||
|---|---|---|
| Total Assets | $30,862 | |
| Total Liabilities | $0 |
Document Links
990
Primary tax return for a nonprofit’s activities, finances, and governance
About This Data
Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.
The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.
In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.
We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.