UNITED WAY OF THE OCOEE REGION: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- UNITED WAY OF THE OCOEE REGION (EIN 62-0548418)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-29
- IRS object ID
- 202042119349301504
- Schema version
- 2019v5.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-29T15:58:10-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | 2020-07-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JANICE L HAYES | PreparerPersonNm |
| PTIN | P01072273 | PTIN |
| Phone | 4234726543 | PhoneNum |
| Preparation | 2020-07-20 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 159.100.161.41 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-07-29 | IPDt |
| IP Tm | 15:58:10 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 9023C25C53074EAC37D745B0F5800029A35FB103 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | FCAFB07017455CCE723B02F87E6DA6F90F68038C | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2020-09-23 17:36:50Z | 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 | $4,309,757 | 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 | 43 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 43 | VotingMembersIndependentCnt |
| Total Employee | 59 | TotalEmployeeCnt |
| Total Volunteers | 675 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $2,930,882 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,943,709 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $276,150 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $72,202 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,123,624 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,216,894 | CYInvestmentIncomeAmt |
| PY Other Revenue | $10,318 | PYOtherRevenueAmt |
| CY Other Revenue | $8,498 | CYOtherRevenueAmt |
| PY Total Revenue | $5,340,974 | PYTotalRevenueAmt |
| CY Total Revenue | $4,241,303 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,577,234 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,159,416 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,034,368 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,187,429 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $238,055 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,505,050 | PYOtherExpensesAmt |
| CY Other Expenses | $1,132,677 | CYOtherExpensesAmt |
| PY Total Expenses | $4,116,652 | PYTotalExpensesAmt |
| CY Total Expenses | $4,479,522 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,224,322 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$238,219 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $28,393,090 | TotalAssetsBOYAmt |
| Total Assets EOY | $32,075,610 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,618,154 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,377,092 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $26,774,936 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $30,698,518 | 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 | $2,812,580 | ExpenseAmt |
| Grant | $1,312,779 | GrantAmt |
| Revenue | $72,202 | 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 | $1,277,278 | ExpenseAmt |
| Grant | $846,637 | GrantAmt |
| Desc | BRADLEY MEMORIAL HEALTH ENDOWMENT FUND TO PROVIDE FUNDING TO LOCAL AGENCIES THAT 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 | $4,089,858 | 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 | Yes (true) | 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 | 27 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 59 | 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 | 43 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 43 | 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 (45 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|
| MATT RYERSON | ||||||
| PRESIDENT | 40.00 | Yes (X) | $135,294 | $0 | $19,804 | |
| 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) | |
| 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 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| BRENDA KNIGHT CHOATE | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| PHIL COOK | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| DR RUSSELL DYER | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| RON ENGLAND | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| DR BILL ESTES | ||||||
| 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) | |
| MIKE GRIFFIN | ||||||
| CHAIRMAN | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| DR SHANE GRIFFITH | ||||||
| TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| TIM HENDERSON | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| TERRY HENRY | ||||||
| VICE CHAIR | 1.00 | Yes (X) | $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) |
| VERRILL NORWOOD JR | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| STEVE LEDBETTER | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| PAULETTE MADSON | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| BILL MARTIN | ||||||
| DIRECTOR | 1.00 | $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) | |
| JEFF MORELOCK | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| CHRIS NEWTON | ||||||
| VICE CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| DR RUBI PORTER | ||||||
| SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| ART RHODES | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| JENICE SAINT | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| RON SELLERS | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| DR BILL SEYMOUR | ||||||
| VICE CHAIR | 1.00 | Yes (X) | $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) |
| STEPHANIE LINKOUS | ||||||
| PRESIDENT | Yes (X) | $0 | $0 | $0 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $135,294 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $19,804 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Government Grants | $565,763 | GovernmentGrantsAmt |
| All Other Contributions | $2,377,946 | AllOtherContributionsAmt |
| Noncash Contributions | $5,119 | NoncashContributionsAmt |
| Total Contributions | $2,943,709 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| VISTA PROGRAM FEES | 624200 | $52,577 | $52,577 |
| CENTER FOR SOCIAL IMPACT RENT | 624200 | $19,625 | $19,625 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $72,202 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $773,980 | TotalRevenueColumnAmt |
| Exclusion | $773,980 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $216,151 | SecuritiesAmt |
| Other | $295,217 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $68,454 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $216,151 | SecuritiesAmt |
| Other | $226,763 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $442,914 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $55,546 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $387,368 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 624200 | BusinessCd |
| Total Revenue Column | $8,498 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $8,498 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $8,498 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,241,303 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $136,246 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $1,161,348 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,159,416 | TotalAmt |
| Program Services | $2,159,416 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $135,294 | TotalAmt |
| Program Services | $123,117 | ProgramServicesAmt |
| Management And General | $6,765 | ManagementAndGeneralAmt |
| Fundraising | $5,412 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $866,085 | TotalAmt |
| Program Services | $676,270 | ProgramServicesAmt |
| Management And General | $66,275 | ManagementAndGeneralAmt |
| Fundraising | $123,540 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,766 | TotalAmt |
| Program Services | $49,156 | ProgramServicesAmt |
| Management And General | $7,191 | ManagementAndGeneralAmt |
| Fundraising | $13,419 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,490 | TotalAmt |
| Program Services | $48,670 | ProgramServicesAmt |
| Management And General | $8,446 | ManagementAndGeneralAmt |
| Fundraising | $14,374 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,794 | TotalAmt |
| Program Services | $32,498 | ProgramServicesAmt |
| Management And General | $4,600 | ManagementAndGeneralAmt |
| Fundraising | $7,696 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,833 | TotalAmt |
| Program Services | $5,580 | ProgramServicesAmt |
| Management And General | $9,253 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $151,473 | TotalAmt |
| Program Services | $148,054 | ProgramServicesAmt |
| Management And General | $3,419 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,021 | TotalAmt |
| Program Services | $67,443 | ProgramServicesAmt |
| Management And General | $1,694 | ManagementAndGeneralAmt |
| Fundraising | $2,884 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,318 | TotalAmt |
| Program Services | $33,522 | ProgramServicesAmt |
| Management And General | $8,110 | ManagementAndGeneralAmt |
| Fundraising | $23,686 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,518 | TotalAmt |
| Program Services | $20,164 | ProgramServicesAmt |
| Management And General | $8,941 | ManagementAndGeneralAmt |
| Fundraising | $19,413 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,204 | TotalAmt |
| Program Services | $14,213 | ProgramServicesAmt |
| Management And General | $5,029 | ManagementAndGeneralAmt |
| Fundraising | $4,962 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,594 | TotalAmt |
| Program Services | $3,020 | ProgramServicesAmt |
| Management And General | $2,909 | ManagementAndGeneralAmt |
| Fundraising | $665 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,127 | TotalAmt |
| Program Services | $6,207 | ProgramServicesAmt |
| Management And General | $1,509 | ManagementAndGeneralAmt |
| Fundraising | $1,411 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,980 | TotalAmt |
| Program Services | $55,980 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,319 | TotalAmt |
| Program Services | $26,334 | ProgramServicesAmt |
| Management And General | $10,485 | ManagementAndGeneralAmt |
| Fundraising | $11,500 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,234 | TotalAmt |
| Program Services | $5,762 | ProgramServicesAmt |
| Management And General | $2,736 | ManagementAndGeneralAmt |
| Fundraising | $2,736 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| PROGRAM EXPENSE | $429,656 | $428,605 | $1,051 | |
| UNCOLLECTED PLEDGES | $113,059 | $113,059 | ||
| PROJECT ROUND UP | $57,715 | $57,715 | ||
| REPAIRS & MAINTENANCE | $16,790 | $10,942 | $2,924 | $2,924 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,836 | TotalAmt |
| Program Services | $4,131 | ProgramServicesAmt |
| Management And General | $1,323 | ManagementAndGeneralAmt |
| Fundraising | $2,382 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,479,522 | TotalAmt |
| Program Services | $4,089,858 | ProgramServicesAmt |
| Management And General | $151,609 | ManagementAndGeneralAmt |
| Fundraising | $238,055 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $401,606 | BOYAmt |
| EOY | $316,662 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $861,759 | BOYAmt |
| EOY | $847,430 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $81,031 | BOYAmt |
| EOY | $1,230 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $10,914 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,072,229 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $563,831 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $621,957 | BOYAmt |
| EOY | $508,398 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,426,737 | BOYAmt |
| EOY | $30,390,976 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,393,090 | BOYAmt |
| EOY | $32,075,610 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,451 | BOYAmt |
| EOY | $53,693 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,572,703 | BOYAmt |
| EOY | $1,323,399 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,618,154 | BOYAmt |
| EOY | $1,377,092 | 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 | $1,213,013 | BOYAmt |
| EOY | $1,341,215 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,561,923 | BOYAmt |
| EOY | $29,357,303 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,774,936 | BOYAmt |
| EOY | $30,698,518 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,393,090 | BOYAmt |
| EOY | $32,075,610 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$238,219 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $4,161,801 | 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 | $2,401,215 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,291,781 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,024,427 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,930,882 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,943,709 | CurrentTaxYearAmt |
| Total | $17,592,014 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,401,215 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,291,781 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,024,427 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,930,882 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,943,709 | CurrentTaxYearAmt |
| Total | $17,592,014 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $834,957 | SubstantialContributorsTotAmt |
| Public Support Total170 | $16,757,057 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $778,173 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $761,835 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $731,709 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $592,503 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $773,980 | CurrentTaxYearAmt |
| Total | $3,638,200 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $16,621 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,686 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,637 | CurrentTaxYearMinus2YearsAmt |
| Total | $21,944 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $21,252,158 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $600,906 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.78850 | PublicSupportCY170Pct |
| Public Support PY170 | 0.78550 | 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 21,944 | 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 | $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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| 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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| 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 |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $26,771,083 | BeginningYearBalanceAmt |
| Contributions | $28,765 | ContributionsAmt |
| Investment Earnings Or Losses | -$179,950 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $696,727 | GrantsOrScholarshipsAmt |
| Other Expenditures | $536,696 | OtherExpendituresAmt |
| Administrative Expenses | $164,077 | AdministrativeExpensesAmt |
| End Year Balance | $25,222,398 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.89630 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.10370 | 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 | $496,662 | DepreciationAmt |
| Book Value | $449,066 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $88,008 | OtherCostOrOtherBasisAmt |
| Depreciation | $67,169 | DepreciationAmt |
| Book Value | $20,839 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $508,398 | TotalBookValueLandBuildingsAmt |
| Total Rev Etc Audited Fincl Stmt | $7,950,444 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $4,161,801 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $33,451 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $4,195,252 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,755,192 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $151,473 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $334,638 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $486,111 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $4,241,303 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $4,026,862 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $33,451 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $33,451 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,993,411 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $151,473 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $334,638 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $486,111 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $4,479,522 | 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 | DESIGNATED REVENUES 273,850 SALE OF INVESTMENT PROPERTY 60,788 |
| SCHEDULE D, PAGE 4, PART XII, LINE 4B | DESIGNATED REVENUES - GRANTS 273,850 SALE OF INVESTMENT PROPERTY 60,788 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (34 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 |
|---|---|---|---|---|---|---|---|---|
| BOY SCOUTS OF AMERICA | ||||||||
| CHEROKEE COUNCIL | 6031 LEE HIGHWAY | CHATTANOOGA | TN | 37421 | 3 | $52,882 | PARTNER AGENCY | |
| BOYS & GIRLS CLUBS OF THE OCOEE | ||||||||
| REGION | PO BOX 1511 | CLEVELAND | TN | 37364 | 3 | $263,520 | PARTNER AGENCY | |
| BRADCLEV COMMUNITY SERVICES | ||||||||
| PO BOX 329 | CLEVELAND | TN | 37364 | 3 | $83,893 | UTILITY PROGRAM | ||
| CITY FIELDS | ||||||||
| 1075 BLYTHE AVE | CLEVELAND | TN | 37311 | 3 | $217,550 | PARTNER AGENCY | ||
| CLEVELAND EMERGENCY SHELTER | ||||||||
| PO BOX 3297 | CLEVELAND | TN | 37320 | 3 | $81,000 | PARTNER AGENCY | ||
| CLEVELAND FAMILY YMCA | ||||||||
| 220 URBANE ROAD | CLEVELAND | TN | 37312 | 3 | $117,112 | PARTNER AGENCY | ||
| COURT APPOINTED SPECIAL ADV | ||||||||
| 170 N OCOEE STREET | CLEVELAND | TN | 37311 | 3 | $34,000 | PARTNER AGENCY | SUITE 302A | |
| FAMILY CORNERSTONE | ||||||||
| 2810 WESTSIDE DR NW | CLEVELAND | TN | 37320 | 3 | $24,000 | PARTNER AGENCY | SUITE E | |
| FAMILY PROMISE | ||||||||
| 1110 NORMAN CHAPEL RD | CLEVELAND | TN | 37312 | 3 | $65,873 | PARTNER AGENCY | ||
| FAMILY VIOLENCE SHELTER | ||||||||
| FAMILY RESOURCE AGENCY | 3680 MICHIGAN AVE RD | CLEVELAND | TN | 37323 | 3 | $91,983 | PARTNER AGENCY | |
| FOUNDATION HOUSE MINISTRIES | ||||||||
| PO BOX 6056 | CLEVELAND | TN | 37320 | 3 | $18,091 | UTILITY PROGRAM | ||
| GIRL SCOUTS OF THE SOUTHERN | ||||||||
| APPALACHIANS | KNOXVILLE SERVICE CENTER | KNOXVILLE | TN | 37919 | 3 | $7,500 | PARTNER AGENCY | 1567 DOWNTOWN WEST BLVD |
| LEGAL AID OF EAST TN | ||||||||
| 535 CHESTNUT ST 360 | CHATTANOOGA | TN | 37402 | 3 | $60,000 | PARTNER AGENCY | ||
| OCOEE OUTREACH | ||||||||
| 2707 N OCOEE STREET | CLEVELAND | TN | 37312 | 3 | $16,875 | PARTNER AGENCY | ||
| THE CARING PLACE | ||||||||
| 130 WILDWOOD AVE | CLEVELAND | TN | 37311 | 3 | $165,500 | PARTNER AGENCY | ||
| BOYS & GIRLS CLUB OF THE OCOEE | ||||||||
| REGION | 385 THIRD STREET | CLEVELAND | TN | 37311 | 3 | $13,200 | ||
| BRADLEY COUNTY COMMITTEE | ||||||||
| ON AGING | PO BOX 3297 | CLEVELAND | TN | 37320 | 3 | $20,000 | ||
| BRADCLEV PUBLIC EDUCATION | ||||||||
| FOUNDATION | PO BOX 4354 | CLEVELAND | TN | 37320 | 3 | $46,933 | HEALTH SCREENINGS | |
| CENTERSTONE | ||||||||
| 1101 SIXTH AVE NORTH | NASHVILLE | TN | 37208 | 3 | $12,000 | |||
| CLEVELAND FAMILY YMCA | ||||||||
| 220 URBANE ROAD | CLEVELAND | TN | 37312 | 3 | $16,574 | |||
| FAMILY CORNERSTONE | ||||||||
| 2810 WESTSIDE DR | CLEVELAND | TN | 37312 | 3 | $15,000 | SUITE E | ||
| FAMILY PROMISE | ||||||||
| 1110 NORMAN CHAPEL RD | CLEVELAND | TN | 37312 | 3 | $14,572 | |||
| FCA | ||||||||
| 85 OCOEE STREET | CLEVELAND | TN | 37311 | 3 | $12,000 | |||
| FOUNDATION HOUSE MINISTRIES | ||||||||
| PO BOX 6056 | CLEVELAND | TN | 37320 | 3 | $46,400 | |||
| GIRLS ON THE RUN SE TN | ||||||||
| 2660 HARRISON PIKE | CLEVELAND | TN | 37311 | 3 | $21,000 | |||
| HOPE CENTER | ||||||||
| 2600 EXECUTIVE PARK NW | CLEVELAND | TN | 37312 | 3 | $34,958 | |||
| KARIS DENTAL CLINIC | ||||||||
| 214 BROAD STREET SW | CLEVELAND | TN | 37311 | 3 | $368,667 | |||
| NEW HOPE PREGNANCY CENTER | ||||||||
| 353 WORTH STREET NW | CLEVELAND | TN | 37311 | 3 | $39,467 | |||
| ON POINT | ||||||||
| 4509 HIXSON PIKE SUITE 1 | HIXSON | TN | 37343 | 3 | $32,000 | |||
| REFUGE COMMUNITY CENTER | ||||||||
| PO BOX 2553 | CLEVELAND | TN | 37320 | 3 | $30,000 | |||
| SPEECH AND HEARING CENTER | ||||||||
| 6016 SHALLOWFORD ROAD SUITE 1500 | CHATTANOOGA | TN | 37421 | 3 | $6,088 | |||
| THE CARING PLACE | ||||||||
| 130 WILDWOOD AVE | CLEVELAND | TN | 37311 | 3 | $80,866 | |||
| WALTER E BOEHM BIRTH DEFECTS | ||||||||
| 975 E 3RD ST | CHATTANOOGA | TN | 37403 | 3 | $8,000 | |||
| VETERAN ENTREPRENURIAL TRAINING | ||||||||
| COMMAND | 85 OCOEE STREET SUITE 206 | CLEVELAND | TN | 37311 | 3 | $19,500 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 34 | 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 J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MATT RYERSON | PersonNm |
| Title | PRESIDENT | TitleTxt |
| Base Compensation Filing Org | $135,294 | BaseCompensationFilingOrgAmt |
| Deferred Compensation Flng Org | $15,564 | DeferredCompensationFlngOrgAmt |
| Nontaxable Benefits Filing Org | $4,240 | NontaxableBenefitsFilingOrgAmt |
| Total Compensation Filing Org | $155,098 | TotalCompensationFilingOrgAmt |
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 2019 FISCAL YEAR, AND ACCORDINGLY 45 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 | DESIGNATED REVENUES -273,850 SALE OF INVESTMENT PROPERTY -60,788 DESIGNATED REVENUES - GRANTS 273,850 SALE OF INVESTMENT PROPERTY 60,788 |
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 |
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