UNITED WAY OF THE OCOEE REGION: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization: UNITED WAY OF THE OCOEE REGION (EIN 62-0548418)
Tax period: 2020-01-01 to 2020-12-31
Filed: 2021-06-01
IRS object ID: 202111529349300001
Schema version: 2020v4.0
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule B
Schedule D
Schedule I
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2021-06-01T06:18:47-05:00	ReturnTs
Tax Period End	2020-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	621551418	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	HARTING BISHOP & ARRENDALE PLLC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	1040 WILLIAM WAY	AddressLine1Txt
City	CLEVELAND	CityNm
State Abbreviation	TN	StateAbbreviationCd
ZIP	373124363	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2020-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	620548418	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	UNITED WAY OF THE OCOEE REGION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	UNIT	BusinessNameControlTxt
Phone	4234792020	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 193	AddressLine1Txt
City	CLEVELAND	CityNm
State Abbreviation	TN	StateAbbreviationCd
ZIP	37364	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	STEPHANIE LINKOUS	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	4234792020	PhoneNum
Signature	2021-05-25	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	STEPHANIE	PersonFirstNm
Person Last	LINKOUS	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	JANICE L HAYES	PreparerPersonNm
PTIN	P01072273	PTIN
Phone	4234726543	PhoneNum
Preparation	2021-05-25	PreparationDt

Field	Value	IRS element (for citing)
Tax	2020	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	STEPHANIE LINKOUS	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 193	AddressLine1Txt
City	CLEVELAND	CityNm
State Abbreviation	TN	StateAbbreviationCd
ZIP	37364	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$3,866,069	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.UNITEDWAYOCOEE.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1971	FormationYr
Legal Domicile State	TN	LegalDomicileStateCd
Activity Or Mission	TO BE A COMMUNITY-BASED ORGANIZATION THAT LEADS THE EFFORTS IN IDENTIFYING COMMUNITY NEEDS, FACILITATING COLLABORATION, AND MAXIMIZING RESOURCES TO POSITIVELY IMPACT OUR COMMUNITY AND SURROUNDING AREAS.	ActivityOrMissionDesc
Voting Members Governing Body	41	VotingMembersGoverningBodyCnt
Voting Members Independent	41	VotingMembersIndependentCnt
Total Employee	49	TotalEmployeeCnt
Total Volunteers	475	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
PY Contributions Grants	$2,943,709	PYContributionsGrantsAmt
CY Contributions Grants	$2,376,660	CYContributionsGrantsAmt
PY Program Service Revenue	$72,202	PYProgramServiceRevenueAmt
CY Program Service Revenue	$63,215	CYProgramServiceRevenueAmt
PY Investment Income	$1,216,894	PYInvestmentIncomeAmt
CY Investment Income	$1,417,320	CYInvestmentIncomeAmt
PY Other Revenue	$8,498	PYOtherRevenueAmt
CY Other Revenue	$8,874	CYOtherRevenueAmt
PY Total Revenue	$4,241,303	PYTotalRevenueAmt
CY Total Revenue	$3,866,069	CYTotalRevenueAmt
PY Grants And Similar Paid	$2,159,416	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$1,421,077	CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$1,187,429	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$1,054,554	CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$239,193	CYTotalFundraisingExpenseAmt
PY Other Expenses	$1,132,677	PYOtherExpensesAmt
CY Other Expenses	$1,170,932	CYOtherExpensesAmt
PY Total Expenses	$4,479,522	PYTotalExpensesAmt
CY Total Expenses	$3,646,563	CYTotalExpensesAmt
PY Revenues Less Expenses	-$238,219	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$219,506	CYRevenuesLessExpensesAmt
Total Assets BOY	$32,075,610	TotalAssetsBOYAmt
Total Assets EOY	$34,609,975	TotalAssetsEOYAmt
Total Liabilities BOY	$1,377,092	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$1,121,407	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$30,698,518	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$33,488,568	NetAssetsOrFundBalancesEOYAmt
Mission	TO BE A COMMUNITY-BASED ORGANIZATION THAT LEADS THE EFFORTS IN IDENTIFYING COMMUNITY NEEDS, FACILITATING COLLABORATION, AND MAXIMIZING RESOURCES TO POSITIVELY IMPACT OUR COMMUNITY AND SURROUNDING AREAS.	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Expense	$2,040,025	ExpenseAmt
Grant	$569,071	GrantAmt
Revenue	$63,215	RevenueAmt
Desc	TO BE A COMMUNITY-BASED ORGANIZATION THAT LEADS THE EFFORTS IN IDENTIFYING COMMUNITY NEEDS, FACILITATING COLLABORATION, AND MAXIMIZING RESOURCES TO POSITIVELY IMPACT OUR COMMUNITY AND SURROUNDING AREAS.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$1,228,391	ExpenseAmt
Grant	$852,006	GrantAmt
Desc	BRADLEY MEMORIAL HEALTH ENDOWMENT FUND PROVIDES FUNDING TO IMPROVE AND ENHANCE HEALTHCARE,WELLNESS AND QUALITY OF LIFE OF THE CITIZENS OF BRADLEY COUNTY, TENNESSEE.	Desc

Field	Value	IRS element (for citing)
Total Program Service Expenses	$3,268,416	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (true)	DescribedInSection501c3Ind
Schedule B Required	Yes (true)	ScheduleBRequiredInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Lobbying Activities	false	LobbyingActivitiesInd
Subject To Proxy Tax	false	SubjectToProxyTaxInd
Donor Advised Fund	false	DonorAdvisedFundInd
Conservation Easements	false	ConservationEasementsInd
Collections Of Art	false	CollectionsOfArtInd
Credit Counseling	false	CreditCounselingInd
Donor Rstr Or Quasi Endowments	Yes (true)	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (true)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	false	ReportInvestmentsOtherSecInd
Report Program Related Invst	false	ReportProgramRelatedInvstInd
Report Other Assets	false	ReportOtherAssetsInd
Report Other Liabilities	false	ReportOtherLiabilitiesInd
Include FIN48 Footnote	false	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	Yes (true)	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	Yes (true)	ConsolidatedAuditFinclStmtInd
School Operating	false	SchoolOperatingInd
Foreign Office	false	ForeignOfficeInd
Foreign Activities	false	ForeignActivitiesInd
More Than5000 K To Org	false	MoreThan5000KToOrgInd
More Than5000 K To Individuals	false	MoreThan5000KToIndividualsInd
Professional Fundraising	false	ProfessionalFundraisingInd
Fundraising Activities	false	FundraisingActivitiesInd
Gaming Activities	false	GamingActivitiesInd
Operate Hospital	false	OperateHospitalInd
Grants To Organizations	Yes (true)	GrantsToOrganizationsInd
Grants To Individuals	false	GrantsToIndividualsInd
Schedule J Required	false	ScheduleJRequiredInd
Tax Exempt Bonds	false	TaxExemptBondsInd
Engaged In Excess Benefit Trans	false	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	false	PYExcessBenefitTransInd
Loan Outstanding	false	LoanOutstandingInd
Grant To Related Person	false	GrantToRelatedPersonInd
Business Rln With Org Mem	false	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	false	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	false	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	false	DeductibleNonCashContriInd
Deductible Art Contribution	false	DeductibleArtContributionInd
Terminate Operations	false	TerminateOperationsInd
Partial Liquidation	false	PartialLiquidationInd
Disregarded Entity	false	DisregardedEntityInd
Related Entity	Yes (true)	RelatedEntityInd
Related Organization Ctrl Ent	false	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	false	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	false	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (true)	ScheduleORequiredInd
Info In Schedule O Part V	Yes (X)	InfoInScheduleOPartVInd
IRP Document	10	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (true)	BackupWthldComplianceInd
Employee	49	EmployeeCnt
Employment Tax Returns Filed	Yes (true)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	false	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Taxable Party Notification	false	TaxablePartyNotificationInd
Nondeductible Contributions	false	NondeductibleContributionsInd
Quid Pro Quo Contributions	false	QuidProQuoContributionsInd
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	false	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	false	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	41	GoverningBodyVotingMembersCnt
Independent Voting Member	41	IndependentVotingMemberCnt
Family Or Business Rln	false	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	false	DelegationOfMgmtDutiesInd
Change To Org Documents	false	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	false	MaterialDiversionOrMisuseInd
Members Or Stockholders	false	MembersOrStockholdersInd
Election Of Board Members	false	ElectionOfBoardMembersInd
Decisions Subject To Approva	false	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (true)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (true)	MinutesOfCommitteesInd
Officer Mailing Address	false	OfficerMailingAddressInd
Local Chapters	false	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (true)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (true)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (true)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (true)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (true)	WhistleblowerPolicyInd
Document Retention Policy	Yes (true)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (true)	CompensationProcessCEOInd
Compensation Process Other	Yes (true)	CompensationProcessOtherInd
Investment In Joint Venture	false	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	TN	StatesWhereCopyOfReturnIsFldCd
Own Website	Yes (X)	OwnWebsiteInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	TANYA MAZZOLINI	PersonNm
Phone	4234792020	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	85 OCOEE STREET	AddressLine1Txt
City	CLEVELAND	CityNm
State Abbreviation	TN	StateAbbreviationCd
ZIP	37311	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (42 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd
STEPHANIE LINKOUS
PRESIDENT	40.00	Yes (X)	$96,396	$0	$9,727
JANICE BAKER
DIRECTOR	1.00		$0	$0	$0	Yes (X)
RALPH BALDWIN
DIRECTOR	1.00		$0	$0	$0	Yes (X)
KEITH BARRETT
DIRECTOR	1.00		$0	$0	$0	Yes (X)
MILAN BLAKE
DIRECTOR	1.00		$0	$0	$0	Yes (X)
RON BRAAM
DIRECTOR	1.00		$0	$0	$0	Yes (X)
BRUCE BRADFORD
DIRECTOR	1.00		$0	$0	$0	Yes (X)
DANNY BRADLEY
DIRECTOR	1.00		$0	$0	$0	Yes (X)
MIKE CALLAWAY
DIRECTOR	1.00		$0	$0	$0	Yes (X)
DR LINDA CASH
DIRECTOR	1.00		$0	$0	$0	Yes (X)
NANCY CASSON
VICE CHAIR	1.00		$0	$0	$0	Yes (X)
BRENDA KNIGHT CHOATE
VICE CHAIR	1.00		$0	$0	$0	Yes (X)
PHIL COOK
CHAIR	1.00	Yes (X)	$0	$0	$0	Yes (X)
DR RUSSELL DYER
DIRECTOR	1.00		$0	$0	$0	Yes (X)
TIM DYSKIEWICZ
DIRECTOR	1.00		$0	$0	$0	Yes (X)
RON ENGLAND
DIRECTOR	1.00		$0	$0	$0	Yes (X)
GARY FARLOW
VICE CHAIR	1.00	Yes (X)	$0	$0	$0	Yes (X)
DR RODNEY FITZGERALD
VICE CHAIR	1.00	Yes (X)	$0	$0	$0	Yes (X)
JOE FIVAS
DIRECTOR	1.00		$0	$0	$0	Yes (X)
HEATH GARRETT
DIRECTOR	1.00		$0	$0	$0	Yes (X)
MIKE GRIFFIN
PAST CHAIR	1.00	Yes (X)	$0	$0	$0	Yes (X)
DR SHANE GRIFFITH
VICE CHAIR	1.00	Yes (X)	$0	$0	$0	Yes (X)
TIM HENDERSON
DIRECTOR	1.00		$0	$0	$0	Yes (X)
TAYLOR HOWARD
DIRECTOR	1.00		$0	$0	$0	Yes (X)
CAROLYN JACKSON
DIRECTOR	1.00		$0	$0	$0	Yes (X)
MATT JENNE
VICE CHAIR	1.00	Yes (X)	$0	$0	$0	Yes (X)
BILL MARTIN
TREASURER	1.00	Yes (X)	$0	$0	$0	Yes (X)
BILL MOATS
DIRECTOR	1.00		$0	$0	$0	Yes (X)
ERIKA MOORE
DIRECTOR	1.00		$0	$0	$0	Yes (X)
CHRIS NEWTON
VICE CHAIR	1.00	Yes (X)	$0	$0	$0	Yes (X)
JIM NOWACK
DIRECTOR	1.00		$0	$0	$0	Yes (X)
MICHAEL PATTERSON
VICE CHAIR	1.00	Yes (X)	$0	$0	$0	Yes (X)
DR RUBI PORTER
SECRETARY	1.00	Yes (X)	$0	$0	$0	Yes (X)
JARED POWERS
DIRECTOR	1.00		$0	$0	$0	Yes (X)
ART RHODES
DIRECTOR	1.00		$0	$0	$0	Yes (X)
CINDY SLATER
DIRECTOR	1.00		$0	$0	$0	Yes (X)
BARBARA STONE
DIRECTOR	1.00		$0	$0	$0	Yes (X)
DR MATTHEW TOLBERT
DIRECTOR	1.00		$0	$0	$0	Yes (X)
MICKEY TORBETT
VICE CHAIR	1.00	Yes (X)	$0	$0	$0	Yes (X)
DR MADISON TORRENCE
DIRECTOR	1.00		$0	$0	$0	Yes (X)
ANDY WILLIAMS
VICE CHAIR	1.00	Yes (X)	$0	$0	$0	Yes (X)
NELSON WOODRIDGE
DIRECTOR	1.00		$0	$0	$0	Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$96,396	TotalReportableCompFromOrgAmt
Total Other Compensation	$9,727	TotalOtherCompensationAmt
Former Ofcr Employees Listed	false	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	false	TotalCompGreaterThan150KInd
Compensation From Other Srcs	false	CompensationFromOtherSrcsInd
Government Grants	$966,276	GovernmentGrantsAmt
All Other Contributions	$1,410,384	AllOtherContributionsAmt
Noncash Contributions	$3,024	NoncashContributionsAmt
Total Contributions	$2,376,660	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
VISTA PROGRAM FEES	624200	$43,987	$43,987
CENTER FOR SOCIAL IMPACT RENT	624200	$19,228	$19,228

Field	Value	IRS element (for citing)
Total Program Service Revenue	$63,215	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$644,832	TotalRevenueColumnAmt
Exclusion	$644,832	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$589,460	SecuritiesAmt
Other	$183,028	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$589,460	SecuritiesAmt
Other	$183,028	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$772,488	TotalRevenueColumnAmt
Exclusion	$772,488	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

Field	Value	IRS element (for citing)
Desc	OTHER INCOME	Desc
Business	624200	BusinessCd
Total Revenue Column	$8,874	TotalRevenueColumnAmt
Related Or Exempt Func Income	$8,874	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$8,874	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$3,866,069	TotalRevenueColumnAmt
Related Or Exempt Func Income	$72,089	RelatedOrExemptFuncIncomeAmt
Exclusion	$1,417,320	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$1,421,077	TotalAmt
Program Services	$1,421,077	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$96,936	TotalAmt
Program Services	$88,064	ProgramServicesAmt
Management And General	$6,547	ManagementAndGeneralAmt
Fundraising	$2,325	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$787,815	TotalAmt
Program Services	$584,863	ProgramServicesAmt
Management And General	$65,473	ManagementAndGeneralAmt
Fundraising	$137,479	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$57,125	TotalAmt
Program Services	$38,496	ProgramServicesAmt
Management And General	$5,957	ManagementAndGeneralAmt
Fundraising	$12,672	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$71,801	TotalAmt
Program Services	$50,937	ProgramServicesAmt
Management And General	$7,672	ManagementAndGeneralAmt
Fundraising	$13,192	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$40,877	TotalAmt
Program Services	$29,416	ProgramServicesAmt
Management And General	$3,897	ManagementAndGeneralAmt
Fundraising	$7,564	FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$14,850	TotalAmt
Program Services	$5,400	ProgramServicesAmt
Management And General	$9,450	ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$152,485	TotalAmt
Program Services	$148,812	ProgramServicesAmt
Management And General	$3,673	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$58,702	TotalAmt
Program Services	$53,911	ProgramServicesAmt
Management And General	$2,069	ManagementAndGeneralAmt
Fundraising	$2,722	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$54,682	TotalAmt
Program Services	$28,652	ProgramServicesAmt
Management And General	$5,214	ManagementAndGeneralAmt
Fundraising	$20,816	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$50,595	TotalAmt
Program Services	$21,601	ProgramServicesAmt
Management And General	$8,969	ManagementAndGeneralAmt
Fundraising	$20,025	FundraisingAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$23,845	TotalAmt
Program Services	$14,121	ProgramServicesAmt
Management And General	$4,862	ManagementAndGeneralAmt
Fundraising	$4,862	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$988	TotalAmt
Program Services	$633	ProgramServicesAmt
Management And General	$91	ManagementAndGeneralAmt
Fundraising	$264	FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$2,233	TotalAmt
Program Services	$1,722	ProgramServicesAmt
Management And General	$249	ManagementAndGeneralAmt
Fundraising	$262	FundraisingAmt

Payments To Affiliates PaymentsToAffiliatesGrp

Field	Value	IRS element (for citing)
Total	$40,858	TotalAmt
Program Services	$40,858	ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$44,284	TotalAmt
Program Services	$24,135	ProgramServicesAmt
Management And General	$9,610	ManagementAndGeneralAmt
Fundraising	$10,539	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$11,516	TotalAmt
Program Services	$5,758	ProgramServicesAmt
Management And General	$2,879	ManagementAndGeneralAmt
Fundraising	$2,879	FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
PROGRAM EXPENSE	$459,003	$459,003
PROJECT ROUND UP	$157,089	$157,089
UNCOLLECTED PLEDGES	$88,013	$88,013
REPAIRS & MAINTENANCE	$7,362	$3,681	$1,516	$2,165

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$4,427	TotalAmt
Program Services	$2,174	ProgramServicesAmt
Management And General	$826	ManagementAndGeneralAmt
Fundraising	$1,427	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$3,646,563	TotalAmt
Program Services	$3,268,416	ProgramServicesAmt
Management And General	$138,954	ManagementAndGeneralAmt
Fundraising	$239,193	FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$316,662	BOYAmt
EOY	$712,868	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$847,430	BOYAmt
EOY	$659,065	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$1,230	BOYAmt
EOY	$22,411	EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
BOY	$10,914	BOYAmt
EOY	$4,677	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
EOY	$10,973	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$1,068,695	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$604,580	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$508,398	BOYAmt
EOY	$464,115	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$30,390,976	BOYAmt
EOY	$32,735,866	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$32,075,610	BOYAmt
EOY	$34,609,975	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$53,693	BOYAmt
EOY	$19,474	EOYAmt

Grants Payable GrantsPayableGrp

Field	Value	IRS element (for citing)
BOY	$1,323,399	BOYAmt
EOY	$1,101,933	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$1,377,092	BOYAmt
EOY	$1,121,407	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$1,341,215	BOYAmt
EOY	$1,647,433	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$29,357,303	BOYAmt
EOY	$31,841,135	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$30,698,518	BOYAmt
EOY	$33,488,568	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$32,075,610	BOYAmt
EOY	$34,609,975	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$219,506	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$2,570,544	NetUnrlzdGainsLossesInvstAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	false	AccountantCompileOrReviewInd
FS Audited	Yes (true)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Consolidated Basis Fincl Stmt	Yes (X)	ConsolidatedBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (true)	AuditCommitteeInd
Federal Grant Audit Required	false	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Public Organization170	Yes (X)	PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$4,291,781	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$5,024,427	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$2,930,882	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$2,943,709	CurrentTaxYearMinus1YearAmt
Current Tax Year	$2,376,660	CurrentTaxYearAmt
Total	$17,567,459	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$4,291,781	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$5,024,427	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$2,930,882	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$2,943,709	CurrentTaxYearMinus1YearAmt
Current Tax Year	$2,376,660	CurrentTaxYearAmt
Total	$17,567,459	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$538,447	SubstantialContributorsTotAmt
Public Support Total170	$17,029,012	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$761,835	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$731,709	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$592,503	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$773,980	CurrentTaxYearMinus1YearAmt
Current Tax Year	$644,832	CurrentTaxYearAmt
Total	$3,504,859	TotalAmt

Other Income170 OtherIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$1,686	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$3,637	CurrentTaxYearMinus3YearsAmt
Total	$5,323	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$21,077,641	TotalSupportAmt
Gross Receipts Rltd Activities	$637,233	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.80790	PublicSupportCY170Pct
Public Support PY170	0.78850	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

Field	Value	IRS element (for citing)
Form And Line Reference	PART II, LINE 10	FormAndLineReferenceDesc
Explanation	OTHER INCOME 5,323	ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$29,004,002	BeginningYearBalanceAmt
Investment Earnings Or Losses	$3,902,586	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$849,466	GrantsOrScholarshipsAmt
Other Expenditures	$581,560	OtherExpendituresAmt
Administrative Expenses	$148,812	AdministrativeExpensesAmt
End Year Balance	$31,326,750	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$25,190,953	BeginningYearBalanceAmt
Investment Earnings Or Losses	$5,162,662	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$826,107	GrantsOrScholarshipsAmt
Other Expenditures	$375,452	OtherExpendituresAmt
Administrative Expenses	$148,054	AdministrativeExpensesAmt
End Year Balance	$29,004,002	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$27,597,640	BeginningYearBalanceAmt
Investment Earnings Or Losses	-$1,670,094	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$260,656	GrantsOrScholarshipsAmt
Other Expenditures	$325,849	OtherExpendituresAmt
Administrative Expenses	$150,088	AdministrativeExpensesAmt
End Year Balance	$25,190,953	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$26,100,827	BeginningYearBalanceAmt
Investment Earnings Or Losses	$3,702,845	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$1,459,316	GrantsOrScholarshipsAmt
Other Expenditures	$597,801	OtherExpendituresAmt
Administrative Expenses	$148,915	AdministrativeExpensesAmt
End Year Balance	$27,597,640	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$25,222,398	BeginningYearBalanceAmt
Investment Earnings Or Losses	$2,261,135	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$650,130	GrantsOrScholarshipsAmt
Other Expenditures	$584,654	OtherExpendituresAmt
Administrative Expenses	$147,922	AdministrativeExpensesAmt
End Year Balance	$26,100,827	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Prmnnt Endowment Balance EOY	0.91480	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.08520	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	false	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	Yes (true)	EndowmentsHeldRelatedOrgInd
Related Org List Sch R	Yes (true)	RelatedOrgListSchRInd

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$38,493	OtherCostOrOtherBasisAmt
Book Value	$38,493	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$945,728	OtherCostOrOtherBasisAmt
Depreciation	$530,442	DepreciationAmt
Book Value	$415,286	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$84,474	OtherCostOrOtherBasisAmt
Depreciation	$74,138	DepreciationAmt
Book Value	$10,336	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$464,115	TotalBookValueLandBuildingsAmt
Total Rev Etc Audited Fincl Stmt	$6,220,271	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$2,570,544	NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts	$24,156	DonatedServicesAndUseFcltsAmt
Revenue Not Reported	$2,594,700	RevenueNotReportedAmt
Revenue Subtotal	$3,625,571	RevenueSubtotalAmt
Investment Expenses Not Incld	$152,485	InvestmentExpensesNotIncldAmt
Other Revenues Not Included	$88,013	OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt	$240,498	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$3,866,069	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$3,430,221	TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts	$24,156	DonatedServicesUseFcltsAmt
Expenses Not Reported	$24,156	ExpensesNotReportedAmt
Expenses Subtotal	$3,406,065	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$152,485	InvestmentExpensesNotIncld2Amt
Other Expenses Not Included	$88,013	OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt	$240,498	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$3,646,563	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
SCHEDULE D, PAGE 2, PART V, LINE 4	THE ENDOWMENT FUND WAS ESTABLISHED TO FUND LOCAL NON-PROFITS TO IMPROVE AND ENHANCE HEALTHCARE, WELLNESS AND QUALITY OF LIFE OF THE CITIZENS OF BRADLEY COUNTY, TENNESSEE.
SCHEDULE D, PAGE 4, PART XI, LINE 4B	UNCOLLECTIBLE PLEDGES 88,013
SCHEDULE D, PAGE 4, PART XII, LINE 4B	UNCOLLECTIBLE PLEDGES 88,013

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (true)	GrantRecordsMaintainedInd

Recipient Table RecipientTable (29 entries)

Business Name Line2RecipientBusinessName/BusinessNameLine2Txt	Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Purpose Of GrantPurposeOfGrantTxt	Address Line2USAddress/AddressLine2Txt
BOYS & GIRLS CLUBS OF THE OCOEE
REGION	PO BOX 1511	CLEVELAND	TN	37364	3	$150,000	PARTNER AGENCY
CITY FIELDS
	1075 BLYTHE AVE	CLEVELAND	TN	37311	3	$112,026	PARTNER AGENCY
CLEVELAND EMERGENCY SHELTER
	PO BOX 3297	CLEVELAND	TN	37320	3	$11,250	PARTNER AGENCY
CLEVELAND FAMILY YMCA
	220 URBANE ROAD	CLEVELAND	TN	37312	3	$87,835	PARTNER AGENCY
COURT APPOINTED SPECIAL ADV
	170 N OCOEE STREET	CLEVELAND	TN	37311	3	$23,342	PARTNER AGENCY	SUITE 302A
FAMILY CORNERSTONE
	2810 WESTSIDE DR NW	CLEVELAND	TN	37320	3	$18,000	PARTNER AGENCY	SUITE E
FAMILY PROMISE
	1110 NORMAN CHAPEL RD	CLEVELAND	TN	37312	3	$35,836	PARTNER AGENCY
FAMILY VIOLENCE SHELTER
FAMILY RESOURCE AGENCY	3680 MICHIGAN AVE RD	CLEVELAND	TN	37323	3	$65,250	PARTNER AGENCY
LEGAL AID OF EAST TN
	535 CHESTNUT ST 360	CHATTANOOGA	TN	37402	3	$44,376	PARTNER AGENCY
OCOEE OUTREACH
	2707 N OCOEE STREET	CLEVELAND	TN	37312	3	$12,531	PARTNER AGENCY
BOYS & GIRLS CLUB OF THE OCOEE
REGION	385 THIRD STREET	CLEVELAND	TN	37311	3	$12,000
BRADLEY COUNTY COMMITTEE
ON AGING	PO BOX 3297	CLEVELAND	TN	37320	3	$15,005
BRADCLEV PUBLIC EDUCATION
FOUNDATION	PO BOX 4354	CLEVELAND	TN	37320	3	$48,387	HEALTH SCREENINGS
CENTERSTONE
	1101 SIXTH AVE NORTH	NASHVILLE	TN	37208	3	$12,000
COURT APPOINTED SPECIAL
ADVOCATE	170 N OCOEE STREET	CLEVELAND	TN	37311	3	$11,500		SUITE 302A
FAMILY CORNERSTONE
	2810 WESTSIDE DR	CLEVELAND	TN	37312	3	$15,000		SUITE E
FAMILY PROMISE
	1110 NORMAN CHAPEL RD	CLEVELAND	TN	37312	3	$9,286
FOUNDATION HOUSE MINISTRIES
	PO BOX 6056	CLEVELAND	TN	37320	3	$35,000
GIRLS ON THE RUN SE TN
	2660 HARRISON PIKE	CLEVELAND	TN	37311	3	$13,976
HOPE CENTER
	2600 EXECUTIVE PARK NW	CLEVELAND	TN	37312	3	$40,000
KARIS DENTAL CLINIC
	214 BROAD STREET SW	CLEVELAND	TN	37311	3	$350,000
NEW HOPE PREGNANCY CENTER
	353 WORTH STREET NW	CLEVELAND	TN	37311	3	$29,600
ON POINT
	4509 HIXSON PIKE SUITE 1	HIXSON	TN	37343	3	$19,778
SPEECH AND HEARING CENTER
	6016 SHALLOWFORD ROAD SUITE 1500	CHATTANOOGA	TN	37421	3	$5,800
THE CARING PLACE
	130 WILDWOOD AVE	CLEVELAND	TN	37311	3	$106,141
WALTER E BOEHM BIRTH DEFECTS
	975 E 3RD ST	CHATTANOOGA	TN	37403	3	$9,600
COMMUNITY FOUNDATION OF
CLEVELAND AND BRADLEY	1796 MT VERNON DR NW	CLEVELAND	TN	37311	3	$10,000
LUDIC SPECTRUM CENTER
	383 PARKER ST NE	CLEVELAND	TN	37311	3	$90,000
NEW LIFE
	155 S OCOEE ST	CLEVELAND	TN	37311	3	$15,000

Field	Value	IRS element (for citing)
Total501c3 Org	29	Total501c3OrgCnt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE I, PAGE 1, PART I, LINE 2	FormAndLineReferenceDesc
Explanation	GRANTEES ARE REQUIRED TO SUBMIT BUDGET REQUESTS TO BE APPROVED FOR GRANTS. GRANTEES ARE THEN REQUIRED TO SUBMIT FINANCIAL INFORMATION TO SUPPORT DRAW REQUESTS ON GRANT.	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PAGE 1, PART I, LINE 6	INDIVIDUALS VOLUNTEER THEIR TIME AND PERFORM A VARIETY OF TASKS THAT ASSIST THE ORGANIZATION WITH CAMPAIGN SOLICITATIONS AND VARIOUS COMMITEE ASSIGNMENTS.
FORM 990, PART V	LINE 2A, NUMBER OF W-2S: THE ORGANIZATION WAS THE RECIPIENT OF A VISTA GRANT DURING THE 2020 FISCAL YEAR, AND ACCORDINGLY 33 VISTA EMPLOYEES WERE REPORTED ON THE ANNUAL W-3/W-2S.
FORM 990, PAGE 6, PART VI, LINE 11B	THE AUDITOR PRESENTS THE AUDIT TO THE EXECUTIVE COMMITTEE FOR APPROVAL PRIOR TO FILING FORM 990. THE 990 IS REVIEWED BY THE PRESIDENT AND IS AVAILABLE FOR THE EXECUTIVE COMMITTEE AND/OR BOARD.
FORM 990, PAGE 6, PART VI, LINE 12C	ANY VIOLATIONS OF THE CONFLICT OF INTEREST POLICY ARE TO BE REPORTED TO PRESIDENT AND PRESENTED TO THE EXECUTIVE COMMITTEE FOR RESOLUTION.
FORM 990, PAGE 6, PART VI, LINE 15A	A PERSONNEL COMMITTEE COMPRISED OF 4 TO 5 VOLUNTEERS REVIEWS AREA AND/OR UNITED WAY WORLDWIDE SALARY RANGES AND APPROVES SALARY OF PRESIDENT.
FORM 990, PAGE 6, PART VI, LINE 15B	A PERSONNEL COMMITTEE COMPRISED OF 4 TO 5 VOLUNTEERS REVIEWS AREA AND/OR UNITED WAY WORLDWIDE SALARY RANGES AND DETERMINES SALARIES. THE PRESIDENT DISCUSSES STAFF PERFORMANCE WITH PERSONNEL COMMITTEE PRIOR TO APPROVAL OF SALARIES.
FORM 990, PAGE 6, PART VI, LINE 19	DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART XI, LINE 9	UNCOLLECTIBLE PLEDGES -88,013 UNCOLLECTIBLE PLEDGES 88,013

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

Field	Value	IRS element (for citing)
Business Name Line1	UW BRADLEY CO ENDOWMENT TRUST	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 193	AddressLine1Txt
City	CLEVELAND	CityNm
State Abbreviation	TN	StateAbbreviationCd
ZIP	37364	ZIPCd

Field	Value	IRS element (for citing)
EIN	581984790	EIN
Primary Activities	SUPPORT UW	PrimaryActivitiesTxt
Legal Domicile State	TN	LegalDomicileStateCd
Exempt Code Section	3	ExemptCodeSectionTxt
Public Charity Status	7	PublicCharityStatusTxt

Direct Controlling Entity Name DirectControllingEntityName

Field	Value	IRS element (for citing)
Business Name Line1	NA	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Controlled Organization	false	ControlledOrganizationInd

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	false	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	false	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	false	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	false	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	false	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	false	DivRelatedOrganizationInd
Asset Sale To Other Org	false	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	false	AssetPurchaseFromOtherOrgInd
Asset Exchange	false	AssetExchangeInd
Rental Of Facilities To Oth Org	false	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	false	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	false	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	false	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	false	SharingOfFacilitiesInd
Paid Employees Sharing	false	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	false	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	false	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	false	TransferToOtherOrgInd
Transfer From Other Org	false	TransferFromOtherOrgInd