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CHARITY REVIEW
Issued: August 2024 Expires: May 2026

United Way of Greater Charlotte

Standards Not Met
Standards Not Met
18
601 East 5th Street, Suite 350
Charlotte, NC, 28202

Standards For Charity Accountability

Governance

  1. Board Oversight
  2. Board Size
  3. Board Meetings
  4. Board Compensation
  5. Conflict of Interest

Measuring Effectiveness

  1. Effectiveness Policy
  2. Effectiveness Report

Finances

  1. Program Expenses
  2. Fundraising Expenses
  3. Accumulating Funds
  4. Audit Report
  5. Detailed Expense Breakdown
  6. Accurate Expense Reporting
  7. Budget Plan

Fundraising & Info

  1. Truthful Materials
  2. Annual Report
  3. Website Disclosures
  4. Donor Privacy
  5. Cause Marketing Disclosures
  6. Complaints

United Way of Greater Charlotte does not meet the following 1 Standards for Charity Accountability:

Standard 18 (Privacy for Written Appeals & Internet Privacy)
Address privacy concerns of donors by (a) providing in written appeals, at least annually, a means (e.g., such as a check off box) for both new and continuing donors to inform the charity if they do not want their name and address shared outside the organization, (b) providing a clear, prominent and easily accessible privacy policy on any of its websites that tells visitors (i) what information, if any, is being collected about them by the charity and how this information will be used, (ii) how to contact the charity to review personal information collected and request corrections, (iii) how to inform the charity (e.g., a check off box) that the visitor does not wish his/her personal information to be shared outside the organization, and (iv) what security measures the charity has in place to protect personal information.

UW GC does not meet this Standard because the privacy policy on its website, https://unitedwaygreaterclt.org/ does not indicate:

  • What security measures are in place to protect personal information that is collected.

United Way of Greater Charlotte meets the remaining 19 Standards for Charity Accountability.

Stated Purpose:
"to create lasting change for those most in need through strategic community philanthropy in a four-county region, home to more than 1.5 million people."

Year, State Incorporated:
1958, NC

Also Known As:
United Way of Central Carolinas Inc.

United Way of Greater Charlotte (UW GC) reports that they work to solve economic mobility and racial inequity, working hand in hand with neighborhoods and grassroots nonprofits. The organization reports collaborating with local government agencies, businesses, faith communities, donors and volunteers to mobilize resources quickly and efficiently to advance lasting solutions.

For the year ended June 30, 2022, United Way of Greater Charlotte's program expenses were:

Donor designations $968,914
Community investment $12,233,144
Government programs $3,904,165
Other programs $942,588
Total Program Expenses $18,048,811

Chief Executive
Laura Yates Clarck, President and Chief Executive Officer

Compensation*
$284,010

Chair of the Board
Dee O'Dell

Chair's Profession / Business Affiliation
Regional Executive, US Bank

Board Size
27

Paid Staff Size
38

*2022 compensation includes annual salary and, if applicable, benefit plans, expense accounts, and other allowances.

Method(s) Used:
Direct mail appeals, Grant proposals, Direct mail appeals, Radio

Fundraising costs were 7% of related contributions. (Related contributions, which totaled $22,036,957, are donations received as a result of fundraising activities.)

This organization is tax-exempt under section 501(c)(3) of the Internal Revenue Code. It is eligible to receive contributions deductible as charitable donations for federal income tax purposes.

The following information is based on United Way of Greater Charlotte's audited financial statements for the year ended June 30, 2022.

Source of Funds
Investment return, net $-2,011,139
Administrative services $59,101
Other revenue $60,543
Designations from other United Ways $69,804
Contributions of nonfinancial assets $295,342
Sponsorships $323,792
Forgiveness of Debt $614,088
Grants and contributions $2,001,439
Government grants $8,198,328
Campaign Revenue $12,766,103
Total Income $22,377,401

Programs: 86% Fundraising: 8% Administrative: 6%

Total Income $22,377,401
Total expenses: $21,037,025
  Program expenses $18,048,811
  Fundraising expenses $1,622,707
  Administrative expenses $1,365,507
  Other expenses $0
Income in Excess of Expenses $1,340,376
Beginning Net Assets $21,012,011
Other Changes In Net Assets $0
Ending Net Assets $21,773,254
Total Liabilities $6,892,042
Total Assets $28,665,296

Note: According to the organization’s audited financial statements, UW GC received in-kind contributions of $295,342, including rent ($191,000), advertisement ($78,000), and professional services ($26,000), and other ($342).

Note: In the financial summary above, "other changes in net assets" refers to provision for uncollectables.

An organization may change its practices at any time without notice. A copy of this report has been shared with the organization prior to publication. It is not intended to recommend or deprecate, and is furnished solely to assist you in exercising your own judgment. If the report is about a charity and states the charity meets or does not meet the Standards for Charity Accountability, it reflects the results of an evaluation of information and materials provided voluntarily by the charity. The name Better Business Bureau is a registered service mark of the International Association of Better Business Bureaus.

This report is not to be used for fundraising or promotional purposes.

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Report completed by:
BBB Wise Giving Alliance