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Caldwell County United Fund

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.

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$395k (2023)

Expenses
$404k (2023)

Total Assets
$473k (2023)

Total Liabilities
$1.04k (2023)

Years with multiple filings
Source: Form 990 tax filings from 2012 to 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 June
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$395,216
Expenses
$403,993
Net Income
-$8,777
Net Assets
$472,184
Notable Sources of Revenue Percent of Total Revenue
Contributions $394,590
99.8%
Program Services $0
Investment Income $626
0.2%
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 $70,603
17.5%
Assets/Debt
Total Assets $473,223
Total Liabilities $1,039
Net Assets $472,184
Compensation
Key Employees and Officers Compensation Related Other
Jamie Willis (Executive Director) $68,050 $4,552 $0
Jon Blair (Treasurer) $0 $0 $0
Brianna Wert (Director) $0 $0 $0
Hannah Romero (Director) $0 $0 $0
Mary Kincaid (Director) $0 $0 $0
Jesse Trivette (President) $0 $0 $0
Cherie Messer (Director) $0 $0 $0
Sara Wert (Director) $0 $0 $0
Kaitlyn Crawford (Director) $0 $0 $0
Anna Martin (Director) $0 $0 $0

Document Links

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$402,782
Expenses
$403,212
Net Income
-$430
Net Assets
$480,961
Notable Sources of Revenue Percent of Total Revenue
Contributions $402,742
100.0%
Program Services $0
Investment Income $40
0.0%
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 $68,050
16.9%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $481,594
Total Liabilities $633
Net Assets $480,961
Compensation
Key Employees and Officers Compensation Related Other
Jamie Willis (Executive Director) $72,885 $0 $0
Jon Blair (Treasurer) $0 $0 $0
Mitchell Laws (Director) $0 $0 $0
Angie Crump (Director) $0 $0 $0
Mary Kincaid (Director) $0 $0 $0
Jesse Trivette (President) $0 $0 $0
Cherie Messer (Director) $0 $0 $0
Sara Wert (Director) $0 $0 $0
Kaitlyn Crawford (Director) $0 $0 $0
Anna Martin (Director) $0 $0 $0

Document Links

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$404,892
Expenses
$341,470
Net Income
$63,422
Net Assets
$481,392
Notable Sources of Revenue Percent of Total Revenue
Contributions $402,688
99.5%
Program Services $0
Investment Income $2,204
0.5%
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 $85,846
25.1%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $482,578
Total Liabilities $1,186
Net Assets $481,392
Compensation
Key Employees and Officers Compensation Related Other
Jamie Willis (Executive Director) $63,609 $0 $0
Rebecca Hall (Director Of Finance/Marketing) $29,663 $0 $0
Elizabeth Norris (Director) $0 $0 $0
Jon Blair (Treasurer) $0 $0 $0
Mitchell Laws (Director) $0 $0 $0
Angie Crump (Director) $0 $0 $0
Mary Kincaid (Director) $0 $0 $0
Jesse Trivette (President) $0 $0 $0
Cherie Messer (Director) $0 $0 $0
Sara Wert (Director) $0 $0 $0
Kaitlyn Crawford (Director) $0 $0 $0
Anna Martin (Director) $0 $0 $0

Document Links

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$441,409
Expenses
$531,044
Net Income
-$89,635
Net Assets
$422,850
Notable Sources of Revenue Percent of Total Revenue
Contributions $441,092
99.9%
Program Services $0
Investment Income $317
0.1%
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 $94,000
17.7%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $424,985
Total Liabilities $2,135
Net Assets $422,850
Compensation
Key Employees and Officers Compensation Related Other
Jamie Willis (Executive Director) $57,727 $0 $0
Rebecca Hall (Director Of Finance/Marketing) $42,208 $0 $0
Elizabeth Norris (Director) $0 $0 $0
Brian Foster (Director/Campaign Chair) $0 $0 $0
Jill Duffy (Director) $0 $0 $0
Rocky Brooks (Director) $0 $0 $0
Jon Blair (Treasurer) $0 $0 $0
Mitchell Laws (Director) $0 $0 $0
Angie Crump (Director) $0 $0 $0
Mary Kincaid (Director) $0 $0 $0
Jesse Trivette (President) $0 $0 $0
Cherie Messer (Director) $0 $0 $0

Document Links

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$50,175
Expenses
$152,055
Net Income
-$101,880
Net Assets
$512,486
Notable Sources of Revenue Percent of Total Revenue
Contributions $50,139
99.9%
Program Services $0
Investment Income $36
0.1%
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 $23,500
15.5%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $514,047
Total Liabilities $1,561
Net Assets $512,486

Document Links

Fiscal Year Ending March
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$423,095
Expenses
$522,920
Net Income
-$99,825
Net Assets
$614,366
Notable Sources of Revenue Percent of Total Revenue
Contributions $422,400
99.8%
Program Services $0
Investment Income $695
0.2%
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 $94,000
18.0%
Professional Fundraising Fees $0
Other Salaries and Wages $1,285
0.2%
Assets/Debt
Total Assets $615,990
Total Liabilities $1,624
Net Assets $614,366
Compensation
Key Employees and Officers Compensation Related Other
Jamie Willis (Executive Director) $56,675 $0 $0
Rebecca Hall (Director Of Finance/Marketing) $42,110 $0 $0
Elizabeth Norris (Director) $0 $0 $0
Brian Foster (Director/Campaign Chair) $0 $0 $0
Jill Duffy (Director) $0 $0 $0
Rocky Brooks (Director) $0 $0 $0
Jon Blair (Treasurer) $0 $0 $0
Mitchell Laws (Director) $0 $0 $0
Angie Crump (Director) $0 $0 $0
Mary Kincaid (Director) $0 $0 $0
Jesse Trivette (President) $0 $0 $0
James Harper (Honorary Director) $0 $0 $0
Cherie Messer (Director) $0 $0 $0

Document Links

Fiscal Year Ending March
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$364,112
Expenses
$519,580
Net Income
-$155,468
Net Assets
$714,191
Notable Sources of Revenue Percent of Total Revenue
Contributions $362,568
99.6%
Program Services $0
Investment Income $1,544
0.4%
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 $94,000
18.1%
Professional Fundraising Fees $0
Other Salaries and Wages $3,250
0.6%
Assets/Debt
Total Assets $715,632
Total Liabilities $1,441
Net Assets $714,191

Document Links

Fiscal Year Ending March
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$472,450
Expenses
$466,484
Net Income
$5,966
Net Assets
$869,629
Notable Sources of Revenue Percent of Total Revenue
Contributions $471,936
99.9%
Program Services $0
Investment Income $514
0.1%
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 $96,301
20.6%
Professional Fundraising Fees $0
Other Salaries and Wages $5,917
1.3%
Assets/Debt
Total Assets $870,966
Total Liabilities $1,337
Net Assets $869,629

Document Links

Fiscal Year Ending March
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$418,331
Expenses
$432,693
Net Income
-$14,362
Net Assets
$863,693
Notable Sources of Revenue Percent of Total Revenue
Contributions $417,642
99.8%
Program Services $0
Investment Income $689
0.2%
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 $91,462
21.1%
Professional Fundraising Fees $0
Other Salaries and Wages $7,261
1.7%
Assets/Debt
Total Assets $866,969
Total Liabilities $3,276
Net Assets $863,693
Compensation
Key Employees and Officers Compensation Related Other
D Chris Davis (Pres & Cpo) $56,345 $0 $0
Jamie Willis (Vp Fin,Mkt/P) $35,117 $0 $0
Gerry Bair (Director) $0 $0 $0
Deborah Ashley Smith (Director) $0 $0 $0
Steve Rich (Director) $0 $0 $0
Jill Duffy (Director) $0 $0 $0
Kay Gaither (Director) $0 $0 $0
Rocky Brooks (Director) $0 $0 $0
Gwyn Roop (Director) $0 $0 $0
John Rex (Director) $0 $0 $0
Angie Crump (Director) $0 $0 $0
Mary Kincaid (Director) $0 $0 $0
Cecilia Hicks (Director) $0 $0 $0
Jesse Trivette (Director) $0 $0 $0
Winnie Harding (Honorary Dir) $0 $0 $0
James Harper (Honorary Dir) $0 $0 $0
Don Gardner (Pres & Cvo) $0 $0 $0
Jon Blair (Treasurer) $0 $0 $0
Cherie Messer (Campaign Cha) $0 $0 $0
Mark Fucito (Director) $0 $0 $0

Document Links

Fiscal Year Ending March
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$467,550
Expenses
$472,107
Net Income
-$4,557
Net Assets
$878,055
Notable Sources of Revenue Percent of Total Revenue
Contributions $464,972
99.4%
Program Services $0
Investment Income $1,528
0.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $1,050
0.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $87,627
18.6%
Assets/Debt
Total Assets $879,008
Total Liabilities $953
Net Assets $878,055
Compensation
Key Employees and Officers Compensation Related Other
D Chris Davis (Pres & Cpo) $58,293 $0 $0
Jamie Willis (Vp Fin & Mkt) $34,233 $0 $0
Gerry Bair (Director) $0 $0 $0
Steve Rich (Director) $0 $0 $0
James Harrison (Director) $0 $0 $0
Jill Duffy (Director) $0 $0 $0
Tana Murray (Director) $0 $0 $0
James Fleischer (Director) $0 $0 $0
Cherie Messer (Director) $0 $0 $0
Adele Mangan (Director) $0 $0 $0
Winnie Harding (Honorary Dir) $0 $0 $0
James Harper (Honorary Dir) $0 $0 $0
Cecilia Hicks (Director) $0 $0 $0
Mark Fucito (Vp B&A) $0 $0 $0
Don Gardner (Pres & Cvo) $0 $0 $0
Bob Zendel (Past Pres ) $0 $0 $0
Jon Blair (Treasurer) $0 $0 $0

Document Links

Fiscal Year Ending March
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$433,390
Expenses
$440,395
Net Income
-$7,005
Net Assets
$882,612
Notable Sources of Revenue Percent of Total Revenue
Contributions $432,400
99.8%
Program Services $0
Investment Income $990
0.2%
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 $84,721
19.2%
Assets/Debt
Total Assets $884,001
Total Liabilities $1,389
Net Assets $882,612
Compensation
Key Employees and Officers Compensation Related Other
D Chris Davis (Pres & Cpo) $54,651 $0 $0
Jamie Willis (Vp Fin & Mkt) $30,207 $0 $0
Denise Danner (Admin Assist) $1,363 $0 $0
Gerry Bair (Director) $0 $0 $0
Steve Rich (Director) $0 $0 $0
James Harrison (Director) $0 $0 $0
Jill Duffy (Director) $0 $0 $0
Tana Murray (Director) $0 $0 $0
James Fleischer (Director) $0 $0 $0
Cherie Messer (Director) $0 $0 $0
Adele Mangan (Director) $0 $0 $0
Winnie Harding (Honorary Dir) $0 $0 $0
James Harper (Honorary Dir) $0 $0 $0
Cecilia Hicks (Director) $0 $0 $0
Mark Fucito (Vp B&A) $0 $0 $0
Don Gardner (Pres & Cvo) $0 $0 $0
Bob Zendel (Campaign) $0 $0 $0
Jon Blair (Treasurer) $0 $0 $0

Document Links

Fiscal Year Ending March
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$508,488
Expenses
$449,845
Net Income
$58,643
Net Assets
$889,617
Notable Sources of Revenue Percent of Total Revenue
Contributions $506,939
99.7%
Program Services $0
Investment Income $1,549
0.3%
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 $86,365
19.2%
Assets/Debt
Total Assets $890,607
Total Liabilities $990
Net Assets $889,617

Document Links

Fiscal Year Ending March
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$421,519
Expenses
$422,172
Net Income
-$653
Net Assets
$830,974
Notable Sources of Revenue Percent of Total Revenue
Contributions $418,909
99.4%
Program Services $0
Investment Income $2,610
0.6%
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 $83,862
19.9%
Assets/Debt
Total Assets $835,914
Total Liabilities $4,940
Net Assets $830,974

Document Links

Fiscal Year Ending March
2011

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending March
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending March
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending March
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending March
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending March
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending March
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending March
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending March
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending March
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending March
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

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.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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