2021-06-22T15:21:33-05:00 2020-12-31 743074343 WHITLOCK & COMPANY PC 375 FOUNTAIN VIEW CIRCLE ALCOA TN 377011945 990 2020-01-01 237122193 UNITED WAY OF BLOUNT COUNTY UNIT 8659822251 1615 EAST BROADWAY MARYVILLE TN 37804 JENNIFER WACKERHAGEN PRESIDENT & CEO 8659822251 2021-06-17 true JENNIFER WACKERHAGEN 999009999 J GRANT BEELER P01847342 8659819638 2021-06-17 2020 2022-09-23 18:48:47Z JENNIFER WACKERHAGEN 1615 E BROADWAY AVE MARYVILLE TN 37804 2485156 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. 25 25 8 590 0 1909857 1996200 660 3450 6710 3364 19852 395752 1937079 2398766 1480452 1604001 0 414668 419893 0 246982 217594 265643 2112714 2289537 -175635 109229 4178810 4300706 12788 25455 4166022 4275251 X TO IMPROVE LIVES BY MOBILIZING THE CARING POWER OF OUR COMMUNITIES. false false 1758705 1402531 3450 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. 201470 201470 DONOR CONTRIBUTIONS DESIGNATED TO OTHER LOCAL UNITED WAYS. 1960175 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 8 true false false false false false false false false false false false false false false X 25 25 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 X 94000 0 21132 ALYSSA IKNER TOP FINANCIA 40.00 X 48000 0 11409 KATHY JOHNSON CHAIR 1.00 X X 0 0 0 MIKE HONEYCUTT PAST CHAIR 1.00 X X 0 0 0 BOB BOOKER CHAIR ELECT 1.00 X X 0 0 0 JEFF INGLE SECRETARY/TR 1.00 X X 0 0 0 CHRIS SORO CAMPAIGN CHA 1.00 X X 0 0 0 JANE QUALLS COMMUNITY IM 1.00 X X 0 0 0 CAITLIN DARRAS DIRECTOR AT 1.00 X X 0 0 0 ALEX WILLARD DIRECTOR AT 1.00 X X 0 0 0 JENNIFER COFFIN BOARD MEMBER 1.00 X 0 0 0 AMY COWDEN BOARD MEMBER 1.00 X 0 0 0 KEITH EDMONDS BOARD MEMBER 1.00 X 0 0 0 CORY EVERETT BOARD MEMBER 1.00 X 0 0 0 TAMMI FORD BOARD MEMBER 1.00 X 0 0 0 ROSEMARY GARLAND BOARD MEMBER 1.00 X 0 0 0 KIM GOLLY BOARD MEMBER 1.00 X 0 0 0 JANE GROFF BOARD MEMBER 1.00 X 0 0 0 MICHAEL HEARON BOARD MEMBER 1.00 X 0 0 0 REGINA JENNINGS BOARD MEMBER 1.00 X 0 0 0 KELLY LOVE BOARD MEMBER 1.00 X 0 0 0 ADRIEL MCCORD BOARD MEMBER 1.00 X 0 0 0 KATIE POWERS BOARD MEMBER 1.00 X 0 0 0 CHRISTI SAYLES BOARD MEMBER 1.00 X 0 0 0 DEB SKYLER BOARD MEMBER 1.00 X 0 0 0 ANDY SONNER BOARD MEMBER 1.00 X 0 0 0 KURT WILKERSON BOARD MEMBER 1.00 X 0 0 0 142000 32541 false false false 30201 1965999 18000 1996200 CHAMPIONS FOR CHANGE 3450 3450 3450 3364 3364 68250 79719 -11469 -11469 -11469 37737 30201 6671 31066 31066 COVID-19 RESPONSE FUND 275059 275059 PPP LOAN FORGIVENESS 75439 75439 MEDIA SPONSOR 12700 12700 12957 12957 376155 2398766 379605 22961 1604001 1604001 157086 95997 17454 43635 192321 117530 21369 53422 46081 28161 11086 6834 24405 14915 5423 4067 4600 2530 920 1150 26823 14753 12070 6116 3364 1223 1529 9697 5333 1940 2424 3900 2145 780 975 4984 2741 997 1246 39507 21729 7901 9877 5458 3002 1092 1364 PROVISION FOR BAD DEBT 90896 90896 DUES 29131 16023 5826 7282 MAINTENANCE AND REPAIRS 13941 7668 2788 3485 ANNUAL PROGRAM FEES 8200 8200 22390 12083 3581 6726 2289537 1960175 82380 246982 974267 1205039 1813740 1764964 2162666 831963 1390803 1330703 4178810 4300706 12788 14080 11375 12788 25455 X 2352282 2510287 1813740 1764964 4166022 4275251 4178810 4300706 109229 X false true X true false X 2074729 1993646 2184891 1909857 1996200 10159323 2074729 1993646 2184891 1909857 1996200 10159323 1115216 9044107 3334 4436 5163 73337 71614 157884 65004 65004 65004 195012 19440 22864 24022 35803 37737 139866 10652085 455597 0.84900 0.85450 X PART II, LINE 10 TAX REFUND 35,863 MISCELLANEOUS 250 NONPROFIT ENRICHMENT WORKSHOPS 760 MEDIA SPONSOR 32,034 MEETING SPONSOR 32,202 CHAMPIONS FOR CHANGE 1,020 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 203535 203535 1775518 724938 1050580 97613 80563 17050 86000 26462 59538 1330703 SECURITY DEPOSITS 11375 11375 2398766 2398766 2398766 2289537 2289537 2289537 GOLF TOURNAMENT 37737 37737 1537 5000 126 GAS DAY 24201 24201 8 1 6000 6000 67938 30201 37737 1545 5000 126 6671 31066 true ALLOC-OTHER COUNTIES & UNITED WAYS ALLOC-OTHER COUNTIES & UNITED WAYS 1615 EAST BROADWAY PO BOX 5432 1500 JETT RD MARYVILLE TN 37804 201470 DD - GENERAL SUPPORT BIG BROTHERSBIG SISTER OF EAST TN BIG BROTHERS/BIG SISTERS OF EAST TN 318 N GAY ST STE 100 KNOXVILLE TN 37917 620842531 501 19751 PROGRAM OPER. COST BLOUNT CO HABITAT FOR HUMANITY BLOUNT CO HABITAT FOR HUMANITY 1017 HAMPSHIRE DRIVE 1017 HAMPSHIRE DRIVE MARYVILLE TN 37801 621504881 501 40636 PROGRAM OPER. COST BLOUNT COUNTY COMM ACTION AGCY BLOUNT COUNTY COMM ACTION AGCY 3905 TUCKALEECHEE PIKE 3905 TUCKALEECHEE PIKE MARYVILLE TN 37803 621561673 501 99480 PROGRAM OPER. COST BOY SCOUTS OF AMERICA BOY SCOUTS OF AMERICA PO BOX 51885 PO BOX 51885 KNOXVILLE TN 37950 620476811 501 24260 PROGRAM OPER. COST BOYS & GIRLS CLUBS OF BLOUNT COUNTY BOYS & GIRLS CLUBS OF BC 520 SOUTH WASHINGTON ST 520 SOUTH WASHINGTON ST MARYVILLE TN 37804 620475743 501 171085 PROGRAM OPER. COST CASA OF THE TN HEARTLAND CASA OF THE TN HEARTLAND PO BOX 4426 PO BOX 4426 OAK RIDGE TN 37831 621372126 501 25000 PROGRAM OPER. COST E TN CHILDREN'S HOSPITAL REHAB E TN CHILDREN'S HOSPITAL REHAB 1025 CHILDRENS WAY 1025 CHILDRENS WAY KNOXVILLE TN 37922 620574524 501 9288 DD - PROGRAM COSTS EAST TN KIDNEY FOUNDATION EAST TN KIDNEY FOUNDATION PO BOX 22072 PO BOX 22072 KNOXVILLE TN 37933 620886595 501 18000 PROGRAM OPER. COST EPILEPSY FOUNDATION OF EAST TN EPILEPSY FOUNDATION OF EAST TN 1715 MAGNOLIA AVE 1715 MAGNOLIA AVE KNOXVILLE TN 37917 581328013 501 16500 PROGRAM OPER. COST FAMILY PROMISE OF BLOUNT COUNTY PO BOX 4457 ALCOA TN 37701 261457703 501 78800 PROGRAM OPER. COST GATE-GATEWAY TO INDEPENDENCE GATE-GATEWAY TO INDEPENDENCE PO BOX 6023 PO BOX 6023 MARYVILLE TN 37802 861084910 501 20320 PROGRAM OPER. COST GIRL SCOUT COUNCILSTHRN APPLACHIAN GIRL SCOUT COUNCIL/STHRN APPLACHIAN 1567 DOWNTOWN WEST BLVD 1567 DOWNTOWN WEST BLVD KNOXVILLE TN 37919 620518287 501 15000 PROGRAM OPER. COST GIRLS INC OF TN VALLEY 1798 OAK RIDGE TURNPIKE OAK RIDGE TN 37830 591743795 501 37500 PROGRAM OPER. COST GOOD NEIGHBORS OF BLOUNT COUNTY 320 W BROADWAY AVE MARYVILLE TN 37801 621634594 501 121000 PROGRAM OPER. COST HAVEN HOUSE HAVEN HOUSE PO BOX 134 PO BOX 134 ALCOA TN 37701 581534034 501 76926 PROGRAM OPER. COST HEARING AND SPEECH FOUNDATION HEARING AND SPEECH FOUNDATION 1619 E BROADWAY AVE 1619 E BROADWAY AVE MARYVILLE TN 37804 581458925 501 10000 PROGRAM OPER. COST MCNABB CENTER 200 TECH CENTER DRIVE KNOXVILLE TN 37912 620548914 501 275215 PROGRAM OPER. COST KIWANIS (IMAGINATION LIBRARY) KIWANIS (IMAGINATION LIBRARY) 576 FOOTHILLS PLAZA DR PMB 154 576 FOOTHILLS PLAZA DR PMB 154 MARYVILLE TN 37801 621790735 501 7500 PROGRAM OPER. COST LEGAL AID OF EAST TN 607 W SUMMIT 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 26800 PROGRAM OPER. COST NEW HOPE CHILDREN'S ADVOCACY CENTER PO BOX 5058 MARYVILLE TN 37802 621806067 501 70608 PROGRAM OPER. COST SECOND HARVEST FOOD BANK SECOND HARVEST FOOD BANK 136 HARVEST LANE 136 HARVEST LANE MARYVILLE TN 37801 581450139 501 34948 PROGRAM OPER. COST SENIOR CITIZENS HOME ASSISTANCE SENIOR CITIZENS HOME ASSISTANCE 386 HIGH ST 386 HIGH ST MARYVILLE TN 37801 620809589 501 62500 PROGRAM OPER. COST THE FLORENCE CRITTENTON AGENCY THE FLORENCE CRITTENTON AGENCY 1531 DICK LONAS ROAD 1531 DICK LONAS ROAD KNOXVILLE TN 37909 626044288 501 16600 PROGRAM OPER. COST TRINITY HEALTH MINISTRIES TRINITY HEALTH MINISTRIES 1127 E LAMAR ALEXANDER PKWY 1127 E LAMAR ALEXANDER PKWY MARYVILLE TN 37804 203113032 501 30000 PROGRAM OPER. COST 26 SCHEDULE I, PAGE 1, PART I, LINE 2 RE: PART I LINE 2: ALL GRANT RECIPIENT PROGRAMS ARE EVALUATED ANNUALLY THROUGH MID-YEAR AND 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 AN 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 THE COSTS ASSOCIATED WITH 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 WITHIN 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 990, PART VIII, LINE 12). FOR THE YEAR ENDING 12/31/2020, THE OVERHEAD RATE IS 13.73%. THIS AMOUNT IS CONSISTENT WITH PRIOR YEARS. FORM 990, PAGE 1, PART I, LINE 6 VOLUNTEER DESCRIPTIONS: BOARD MEMBERS AND STANDING BOARD LEVEL COMMITTEES. QUALIFIED EMPLOYEES OF COMPANIES AND ORGANIZATIONS THAT ASSISTED UWBC DURING THE ANNUAL CAMPAIGN AS AN EXTENSION OF OUR STAFF THAT ARE SPONSORED THROUGH CORPORATE SUPPORT (CHAMPIONS, FORMERLY KNOWN AS LOANED EXECUTIVES). CAMPAIGN VOLUNTEERS WHO DIRECTLY OR INDIRECTLY SOLICITED COMPANIES AND INDIVIDUALS ON BEHALF OF UWBC. COMPANY EMPLOYEES WHO HELPED RUN THE ANNUAL COMPANY EMPLOYEE CAMPAIGNS. STANDING AND AD HOC COMMITTEE VOLUNTEERS THAT HELPED DECIDE FUNDING LEVELS FOR PARTNER AGENCIES OR OTHER PROGRAMS. VOLUNTEERS WHO PARTICIPATED IN EVENTS MANAGED, COORDINATED AND BRANDED (OR CO-BRANDED) BY UWBC SUCH AS SPECIAL EVENTS, SERVE DAYS. OTHER VOLUNTEERS WHO GAVE THEIR TIME AND SERVICES TO DIRECTLY SUPPORT UWBC, NOT MENTIONED ABOVE. 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 PROCESS: 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 OF EACH YEAR AND IS INTENDED TO INSURE 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 PROCESS: 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 OF EACH YEAR AND IS INTENDED TO INSURE 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 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.