2023-11-14T15:49:22-05:00 2022-12-31 621719416 PINKSTAFF SIMPSON & HEADRICK PC 8858 CEDAR SPRINGS LANE SUITE 5000 KNOXVILLE TN 37923 990 2022-01-01 237122193 UNITED WAY OF BLOUNT COUNTY UNIT 8659822251 1615 EAST BROADWAY MARYVILLE TN 37804 JENNIFER WACKERHAGEN PRESIDENT & CEO 8659822251 2023-11-06 true JENNIFER WACKERHAGEN XXX-XX-XXXX true STEPHEN C DAVES JR P01062154 8656907010 2023-11-14 2022 2023-04-26 12:10:37Z JENNIFER WACKERHAGEN 2110742 false X WWW.UNITEDWAYBLOUNT.ORG X 1954 TN UNITED WAY OF BLOUNT COUNTY FIGHTS FOR THE HEALTH, EDUCATION AND SELF- SUFFICIENCY OF EVERY PERSON IN BLOUNT COUNTY. TOGETHER, WE JOIN IN THE FIGHT TO LIVE UNITED AND MOBILIZE THE BEST RESOURCES FOR THOSE IN NEED. 23 23 9 1192 0 2057134 1982503 0 2096 3555 151763 86902 2210993 2072960 1562909 1477699 0 436007 494239 0 159295 185544 155864 2184460 2127802 26533 -54842 4350761 4458779 48977 211832 4301784 4246947 X TO IMPROVE LIVES BY MOBILIZING THE CARING POWER OF OUR COMMUNITIES. false false 1639308 1261882 PROVIDES FINANCIAL RESOURCES TO NONPROFIT COMMUNITY PARTNERS SERVING THE MOST VULNERABLE POPULATIONS OF BLOUNT COUNTY, TN, WITH SPECIFIC FOCUS ON PROGRAMS IN THE AREAS OF HEALTH, EDUCATION AND SELF SUFFICIENCY. WITHIN THESE FOCUS AREAS, WE FUND TARGET ISSUES, BROKEN DOWN AS FOLLOWS: HEALTH ACCESS TO HEALTHCARE MENTAL HEALTH PREVENTION/TREATMENT PROGRAMS (CONTINUED ON SCHEDULE O) EDUCATION FAMILY SUPPORT & TRAINING JOB SKILLS/ADULT EDUCATION SELF SUFFICIENCY BASIC NEEDS CRISIS & DISASTER ASSISTANCE HOUSING SUPPORT TRANSPORTATION ALSO PROVIDES TECHNICAL ASSISTANCE TO NONPROFITS IN THE AREAS OF BUSINESS MANAGEMENT, OUTCOME EVALUATION, ASSET BUILDING, RESOURCE AND REFERRAL, GRANT WRITING, MARKETING AND FUND DEVELOPMENT. ADDITIONALLY OVERSEES INTERNAL INITIATIVES RELATING TO OUR FOCUS AREAS. 215817 215817 DONOR CONTRIBUTIONS DESIGNATED TO OTHER LOCAL UNITED WAYS. 1855125 true true false false false false false false false false true false false false true false true false false false false false false false true false false true false false false false false false false false false false false false false false false false false false false true 1 0 false 9 true false false false false false false false false false false false false X 23 23 false false false false false false false true true false false true true true true true true true true false TN X X ALYSSA IKNER 8659822251 1615 E BROADWAY MARYVILLE TN 37804 JENNIFER WACKERHAGEN PRESIDENT & 40.00 0.00 X 96000 0 22180 ALYSSA IKNER FINANCIAL OF 40.00 0.00 X 53000 0 12247 REGINA JENNINGS CHAIR 1.00 0.00 X X 0 0 0 BOB BOOKER PAST CHAIR 1.00 0.00 X X 0 0 0 CHRIS SORO CHAIR ELECT 1.00 0.00 X X 0 0 0 KURT WILKERSON SECRETARY/TR 1.00 0.00 X X 0 0 0 ADRIEL MCCORD CAMPAIGN CHA 1.00 0.00 X X 0 0 0 ALLISON WILLIAMSON COMMUNITY IM 1.00 0.00 X X 0 0 0 CAITLIN DARRAS DIRECTOR AT 1.00 0.00 X X 0 0 0 ALEX WILLARD DIRECTOR AT 1.00 0.00 X X 0 0 0 JENNIFER COFFIN BOARD MEMBER 1.00 0.00 X 0 0 0 AMY COWDEN BOARD MEMBER 1.00 0.00 X 0 0 0 ANN DRAKE BOARD MEMBER 1.00 0.00 X 0 0 0 KEITH EDMONDS BOARD MEMBER 1.00 0.00 X 0 0 0 ROSEMARY GARLAND BOARD MEMBER 1.00 0.00 X 0 0 0 RYAN GODDARD BOARD MEMBER 1.00 0.00 X 0 0 0 KIM GOLLY BOARD MEMBER 1.00 0.00 X 0 0 0 JANE GROFF BOARD MEMBER 1.00 0.00 X 0 0 0 JEFF INGLE BOARD MEMBER 1.00 0.00 X 0 0 0 ANDREA POPE BOARD MEMBER 1.00 0.00 X 0 0 0 KATIE POWERS BOARD MEMBER 1.00 0.00 X 0 0 0 CHRISTI SAYLES BOARD MEMBER 1.00 0.00 X 0 0 0 DEB SKYLER BOARD MEMBER 1.00 0.00 X 0 0 0 ABHIJIT VEREKAR BOARD MEMBER 1.00 0.00 X 0 0 0 SUSAN ZERAMBO BOARD MEMBER 1.00 0.00 X 0 0 0 149000 34427 false false false 39926 1942577 1982503 3555 3555 68250 30690 37560 37560 37560 56434 39926 7092 49342 49342 2072960 90457 1477699 1477699 183427 103097 31991 48339 230356 129475 40174 60707 50463 26411 11639 12413 29993 16864 5213 7916 6280 3454 1256 1570 449 449 15526 9703 2588 3235 21924 12058 4385 5481 2448 1346 490 612 2930 1814 496 620 37798 21413 7464 8921 6329 3481 1266 1582 DUES 21167 20488 302 377 MAINTENANCE & REPAIRS 16671 9169 3334 4168 CONTRACT LABOR 10000 10000 TELEPHONE 6109 3360 1222 1527 8233 4844 1562 1827 2127802 1855125 113382 159295 1278443 1389017 1798602 1855521 2165155 950914 1273716 1214241 4350761 4458779 12802 12694 24800 187763 11375 11375 48977 211832 X 2503182 2391426 1798602 1855521 4301784 4246947 4350761 4458779 X -54842 17750 -17745 X false true X true false X 2184891 1909857 1996200 2057134 1982503 10130585 2184891 1909857 1996200 2057134 1982503 10130585 1290078 8840507 5163 73337 71614 70346 71805 292265 65004 65004 24022 35803 37737 49955 56434 203951 10691805 0.82680 0.83440 X PART II, LINE 10 59,825 SPECIAL EVENTS REVENUE 144,126 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 203535 203535 1775518 815991 959527 86000 43673 42327 100102 91251 8851 1214240 SECURITY DEPOSIT 11375 11375 2121400 17750 30690 48440 2072960 2072960 2176242 17750 30690 48440 2127802 2127802 SCHEDULE D, PAGE 4, PART XI, LINE 2D RENTAL EXPENSES 30,690 SCHEDULE D, PAGE 4, PART XII, LINE 2D RENTAL EXPENSES 30,690 GOLF TOURNAMENT 56434 56434 7092 GAS DAY 39926 39926 1 96360 39926 56434 7092 7092 49342 true A PLACE TO STAY 1735 OLD NILES FERRY RD MARYVILLE TN 37803 843644615 501 32500 PROGRAM OPER COST ALLOC-OTHER COUNTIES & UNITED WAY 1615 EAST BROADWAY MARYVILLE TN 37803 215817 DD - GENERAL SUPPORT BIG BROTHERS BIG SISTERS OF EAST TN 1100 MARION ST SUITE 100 KNOXVILLE TN 37921 620842531 501 10875 PROGRAM OPER COST BLOUNT COUNTY COMMUNITY ACTION AGEN 3905 TUCKALEECHEE PIKE MARYVILLE TN 37803 621561673 501 80000 PROGRAM OPER COST BLOUNT COUNTY HABITAT FOR HUMANITY 1017 HAMPSHIRE DRIVE MARYVILLE TN 37801 621504881 501 42000 PROGRAM OPER COST BOYS & GIRLS CLUB OF BLOUNT COUNTY 967 IRWIN STREET KNOXVILLE TN 37917 620475743 501 167153 PROGRAM OPER COST CASA OF THE TN HEARTLAND PO BOX 4226 OAK RIDGE TN 37831 621372126 501 35000 PROGRAM OPER COST COMPASSION COUNSELING 331 W BROADWAY AVENUE MARYVILLE TN 37801 462300707 501 25000 PROGRAM "SEED" FDG EAST TN CHILDREN'S HOSP REHAB 1025 CHILDRENS WAY KNOXVILLE TN 37933 620886595 501 5320 DD - PROGRAM COSTS EAST TN KIDNEY FOUNDATION PO BOX 22072 KNOXVILLE TN 37933 620886595 501 13500 PROGRAM OPER COST FAMILY PROMISE OF BLOUNT COUNTY PO BOX 4458 ALCOA TN 37701 261457703 501 70000 PROGRAM OPER COST GATE-GATEWAY TO INDEPENDENCE PO BOX 6023 MARYVILLE TN 37802 861084910 501 20000 PROGRAM OPER COST GIRLS INC OF TN VALLEY 1798 OAK RIDGE TURNPIKE OAK RIDGE TN 37830 591743795 501 30000 PROGRAM OPER COST GOOD NEIGHBORS OF BLOUNT COUNTY 320 W BROADWAY AVE MARYVILLE TN 37801 621634594 501 90000 PROGRAM OPER COST GREAT SMOKY MTN COUNCIL BSA PO BOX 51885 KNOXVILLE TN 37950 620476811 501 20000 PROGRAM OPER COST HAVEN HOUSE PO BOX 134 ALCOA TN 37701 581534034 501 91000 PROGRAM OPER COST LEGAL AID OF EAST TENNESSEE 604 W SUMIT HILL DR SW KNOXVILLE TN 37902 589132803 501 77000 PROGRAM OPER COST LTVEC - BIRTH TO THREE PROGRAM 1432 EAST LEE HIGHWAY LOUDON TN 37774 620859642 501 23000 PROGRAM OPER COST MARYVILLE KIWANIS (IMAGINATION LIBR 576 FOOTHILLS PLAZA DR PMB 154 MARYVILLE TN 37801 621790735 501 7500 PROGRAM OPER COST MCNABB CENTER 200 TECH CENTER DRIVE KNOXVILLE TN 37912 620548914 501 233348 PROGRAM OPER COST NEW HOPE CHILDREN'S ADVOCACY CENTER PO BOX 5058 MARYVILLE TN 37802 621806067 501 65000 PROGRAM OPER COST SECOND HARVEST FOOD BANK 136 HARVEST LANE MARYVILLE TN 37801 581450139 501 15000 PROGRAM OPER COST SENIOR CITIZENS HOME ASSISTANCE 386 HIGH STREET MARYVILLE TN 37801 620809589 501 50417 PROGRAM OPER COST THE FLORENCE CRITTENTON AGENCY 1531 DICK LONAS ROAD KNOXVILLE TN 37909 626044288 501 16800 PROGRAM OPER COST THE HEARING AND SPEECH FOUNDATION 1619 E BROADWAY AVE MARYVILLE TN 37804 581458925 501 10000 PROGRAM OPER COST TRINITY HEALTH MINISTRIES 1127 E LAMAR ALEXANDER PKWY MARYVILLE TN 37804 203113032 501 30000 PROGRAM OPER COST 26 SCHEDULE I, PAGE 1, PART I, LINE 2 ALL GRANT RECIPIENT PROGRAMS ARE EVALUATED ANNUALLY THROUGH YEAR-END REPORTS REQUIRING TRANSPARENCY OF AGENCY AND PROGRAM-SPECIFIC FINANCIALS AS WELL AS GOALS AND OUTCOME MEASUREMENTS. IN ADDITION, ALL NEW GRANT RECIPIENTS MUST SUBMIT AND EXTENSIVE GRANT APPLICATION HIGHLIGHTING KEY DETAILS OF AGENCY AND PROGRAM INFORMATION, INCLUDING BUT NOT LIMITED TO 990S AND AUDIT INFORMATION, WHICH WILL BE EVALUATED BY TRAINED VOLUNTEER COMMITTEES. ALL GRANTS ARE INDIVIDUALLY REVIEWED AND APPROVED BY OUR BOARD OF DIRECTORS ANNUALLY. GRANT RECIPIENTS MUST SIGN ANNUAL CONTRACT AGREEMENTS AS WELL AS ANTI-TERRORISM CLAUSES. RE: PART II, COLUMN (H) - PURPOSE OF GRANT OR ASSISTANCE DESCRIPTIONS: PROGRAM OPERATING COST: A RESTRICTED GRANT MADE TO AN AGENCY IN SUPPORT OF THE COSTS ASSOCIATED WITH A SPECIFIC PROGRAM THAT IT OPERATES. DONOR DESIGNATED FOR GENERAL SUPPORT: AN UNRESTRICTED GRANT MADE TO AN AGENCY AT THE DIRECTION OF THE DONOR(S) IN SUPPORT OF ITS GENERAL OPERATING COSTS. DONOR DESIGNATED FOR PROGRAM COSTS: AN UNRESTRICTED GRANT MADE TO AN AGENCY AT THE DIRECTION OF THE DONOR(S) IN SUPPORT OF A SPECIFIC PROGRAM THAT IT OPERATES. PROGRAM "SEED" FUNDING: A RESTRICTED GRANT MADE TO A START-UP AGENCY TO SUPPORT ITS INITIAL ORGANIZATIONAL COSTS. COMMUNITY COLLABORATION: A RESTRICTED GRANT MADE TO FUND THE COSTS ASSOCIATED WITH BRINGING ORGANIZATIONS WITH THE COMMUNITY TOGETHER FOR THE PURPOSE OF CREATING COLLABORATIVE EFFORTS THAT WILL ADDRESS SPECIFIC COMMUNITY ISSUES. FORM 990 THE OVERHEAD RATE FOR THE APPLICABLE FISCAL YEAR IS CALCULATED AS TOTAL MANAGEMENT AND GENERAL EXPENSES PLUS TOTAL FUNDRAISING EXPENSES (AS SHOWN ON 990 PART IX, LINE 25) DIVIDED BY TOTAL REVENUE (AS SHOWN ON PART VIII, LINE 12) FOR THE YEAR ENDED 12/31/2022. THE OVERHEAD RATE IS 13.15%. THIS AMOUNT IS CONSISTENT WITH PRIOR YEARS. FORM 990, PAGE 2, PART III, LINE 4A PROVIDES FINANCIAL RESOURCES TO NONPROFIT COMMUNITY PARTNERS SERVING THE MOST VULNERABLE POPULATIONS OF BLOUNT COUNTY, TN, WITH SPECIFIC FOCUS ON PROGRAMS IN THE AREAS OF HEALTH, EDUCATION AND SELF SUFFICIENCY. WITHIN THESE FOCUS AREAS, WE FUND TARGET ISSUES, BROKEN DOWN AS FOLLOWS: HEALTH ACCESS TO HEALTHCARE MENTAL HEALTH PREVENTION/TREATMENT PROGRAMS (CONTINUED ON SCHEDULE O) EDUCATION FAMILY SUPPORT & TRAINING JOB SKILLS/ADULT EDUCATION SELF SUFFICIENCY BASIC NEEDS CRISIS & DISASTER ASSISTANCE HOUSING SUPPORT TRANSPORTATION ALSO PROVIDES TECHNICAL ASSISTANCE TO NONPROFITS IN THE AREAS OF BUSINESS MANAGEMENT, OUTCOME EVALUATION, ASSET BUILDING, RESOURCE AND REFERRAL, GRANT WRITING, MARKETING AND FUND DEVELOPMENT. ADDITIONALLY OVERSEES INTERNAL INITIATIVES RELATING TO OUR FOCUS AREAS. FORM 990, PAGE 6, PART VI, LINE 11B THE STAFF AND FINANCE COMMITTEE REVIEWED, AND THE FINAL DRAFT WAS REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE AND THEN FULL BOARD. FORM 990, PAGE 6, PART VI, LINE 12C THE BOARD REGULARLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY AND ANYONE WHO IS NOT IN COMPLIANCE WITH THE POLICY IS REMOVED FROM SERVICE. FORM 990, PAGE 6, PART VI, LINE 15A COMPENSATION PROCESS FOR TOP OFFICIAL: UNITED WAY'S EXECUTIVE COMPENSATION PROGRAM IS ADMINISTERED BY THE HUMAN RESOURCES COMMITTEE OF THE BOARD OF DIRECTORS. THE HUMAN RESOURCES COMMITTEE IS RESPONSIBLE FOR ESTABLISHING AND MAINTAINING A COMPETITIVE COMPENSATION PROGRAM FOR THE KEY EXECUTIVES OF THE ORGANIZATION. THE COMMITTEE MEETS TO REVIEW THE COMPENSATION PROGRAM AND MAKE RECOMMENDATIONS FOR ANY CHANGES TO THE BOARD OF DIRECTORS, AS APPROPRIATE. MARKET COMPARISONS: THE HUMAN RESOURCES COMMITTEE USES OUTSIDE STUDIES OF EXECUTIVE COMPENSATION TO EVALUATE THE ORGANIZATION'S EXECUTIVE COMPENSATION PROGRAM AGAINST THE COMPETITIVE MARKET. THE EVALUATION IS REVIEWED IN THE FALL EACH YEAR AND IS INTENDED TO ENSURE THAT THE COMPENSATION PROGRAM FALLS WITHIN A REASONABLE RANGE OF COMPETITIVE PRACTICES FOR COMPARABLE POSITIONS AMONG SIMILARLY SITUATED ORGANIZATIONS. REVIEWS: FOLLOWING THIS REVIEW, THE COMMITTEE REVIEWS AND APPROVES, FOR SELECTED KEY EXECUTIVES, BASE SALARIES AND ANNUAL INCENTIVE OPPORTUNITY ADJUSTMENTS AND OBJECTIVES AND GOALS FOR THE UPCOMING YEAR'S ANNUAL INCENTIVE PLAN. THE COMMITTEE REVIEWS AND RECOMMENDS SALARY AND INCENTIVE AWARDS FOR THE CEO TO THE EXECUTIVE COMMITTEE OF THE BOARD FOR APPROVAL WHICH IS THEN SENT TO THE BOARD OF DIRECTORS FOR APPROVAL. FORM 990, PAGE 6, PART VI, LINE 15B COMPENSATION PROCESS FOR OFFICERS: UNITED WAY'S EXECUTIVE COMPENSATION PROGRAM IS ADMINISTERED BY THE HUMAN RESOURCES COMMITTEE OF THE BOARD OF DIRECTORS. THE HUMAN RESOURCES COMMITTEE IS RESPONSIBLE FOR ESTABLISHING AND MAINTAINING A COMPETITIVE COMPENSATION PROGRAM FOR THE KEY EXECUTIVES OF THE ORGANIZATION. THE COMMITTEE MEETS TO REVIEW THE COMPENSATION PROGRAM AND MAKE RECOMMENDATIONS FOR ANY CHANGES TO THE BOARD OF DIRECTORS, AS APPROPRIATE. MARKET COMPARISONS: THE HUMAN RESOURCES COMMITTEE USES OUTSIDE STUDIES OF KEY EMPLOYEES COMPENSATION TO EVALUATE THE ORGANIZATION'S KEY EMPLOYEE COMPENSATION PROGRAM AGAINST THE COMPETITIVE MARKET. THE EVALUATION IS REVIEWED IN THE FALL EACH YEAR AND IS INTENDED TO ENSURE THAT THE COMPENSATION PROGRAM FALLS WITHIN A REASONABLE RANGE OF COMPETITIVE PRACTICES FOR COMPARABLE POSITIONS AMONG SIMILARLY SITUATED ORGANIZATIONS. REVIEWS: FOLLOWING THIS REVIEW, THE COMMITTEE REVIEWS AND APPROVES, FOR SELECTED KEY EXECUTIVES, BASE SALARIES AND ANNUAL INCENTIVE OPPORTUNITY ADJUSTMENTS AND OBJECTIVES AND GOALS FOR THE UPCOMING YEAR'S ANNUAL INCENTIVE PLAN. THE COMMITTEE REVIEWS AND RECOMMENDS SALARY AND INCENTIVE AWARDS FOR THE KEY EMPLOYEES TO THE EXECUTIVE COMMITTEE OF THE BOARD FOR APPROVAL WHICH IS THEN SENT TO THE BOARD OF DIRECTORS FOR APPROVAL. FORM 990, PAGE 6, PART VI, LINE 19 ALL GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST THROUGH THE PRESIDENT/CEO. THE FINANCIAL STATEMENTS AND THE 990 ARE ALSO AVAILABLE ON THE ORGANIZATION'S WEBSITE. FORM 990, PART XI, LINE 9 ROUNDING 5 IN KIND ADVERTISING EXPENSE -17,750 TOTAL -17,745