2020-07-29T15:58:10-05:00 2019-12-31 621551418 HARTING BISHOP & ARRENDALE PLLC 1040 WILLIAM WAY CLEVELAND TN 373124363 990 2019-01-01 620548418 UNITED WAY OF THE OCOEE REGION UNIT 4234792020 PO BOX 193 CLEVELAND TN 37364 STEPHANIE LINKOUS PRESIDENT 4234792020 2020-07-20 true JANICE L HAYES P01072273 4234726543 2020-07-20 159.100.161.41 2020-07-29 15:58:10 CD P 9023C25C53074EAC37D745B0F5800029A35FB103 FCAFB07017455CCE723B02F87E6DA6F90F68038C 2019 2020-09-23 17:36:50Z STEPHANIE LINKOUS PO BOX 193 CLEVELAND TN 37364 4309757 false X WWW.UNITEDWAYOCOEE.ORG X 1971 TN 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. 43 43 59 675 0 2930882 2943709 276150 72202 2123624 1216894 10318 8498 5340974 4241303 1577234 2159416 0 1034368 1187429 0 238055 1505050 1132677 4116652 4479522 1224322 -238219 28393090 32075610 1618154 1377092 26774936 30698518 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. false false 2812580 1312779 72202 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. 1277278 846637 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. 4089858 true true false false false false false false false true true false false false false false true true false false false false false false false false false true false true false false false false false false false false false false false false false true false false false true X 27 0 true 59 true false false false false false false false false false false false false X 43 43 false false false false false false false true true false false true true true true true true true true false TN X X TANYA MAZZOLINI 4234792020 85 OCOEE STREET CLEVELAND TN 37311 MATT RYERSON PRESIDENT 40.00 X 135294 0 19804 JANICE BAKER DIRECTOR 1.00 X 0 0 0 RALPH BALDWIN DIRECTOR 1.00 X 0 0 0 KEITH BARRETT DIRECTOR 1.00 X 0 0 0 RON BRAAM DIRECTOR 1.00 X 0 0 0 BRUCE BRADFORD DIRECTOR 1.00 X 0 0 0 DANNY BRADLEY DIRECTOR 1.00 X 0 0 0 MIKE CALLAWAY DIRECTOR 1.00 X 0 0 0 DR LINDA CASH DIRECTOR 1.00 X 0 0 0 NANCY CASSON VICE CHAIR 1.00 X X 0 0 0 BRENDA KNIGHT CHOATE DIRECTOR 1.00 X 0 0 0 PHIL COOK DIRECTOR 1.00 X 0 0 0 DR RUSSELL DYER DIRECTOR 1.00 X 0 0 0 RON ENGLAND DIRECTOR 1.00 X 0 0 0 DR BILL ESTES DIRECTOR 1.00 X 0 0 0 GARY FARLOW VICE CHAIR 1.00 X X 0 0 0 DR RODNEY FITZGERALD VICE CHAIR 1.00 X X 0 0 0 JOE FIVAS DIRECTOR 1.00 X 0 0 0 MIKE GRIFFIN CHAIRMAN 1.00 X X 0 0 0 DR SHANE GRIFFITH TREASURER 1.00 X X 0 0 0 TIM HENDERSON DIRECTOR 1.00 X 0 0 0 TERRY HENRY VICE CHAIR 1.00 X X 0 0 0 TAYLOR HOWARD DIRECTOR 1.00 X 0 0 0 CAROLYN JACKSON DIRECTOR 1.00 X 0 0 0 MATT JENNE VICE CHAIR 1.00 X X 0 0 0 VERRILL NORWOOD JR DIRECTOR 1.00 X 0 0 0 STEVE LEDBETTER DIRECTOR 1.00 X 0 0 0 PAULETTE MADSON DIRECTOR 1.00 X 0 0 0 BILL MARTIN DIRECTOR 1.00 X 0 0 0 BILL MOATS DIRECTOR 1.00 X 0 0 0 ERIKA MOORE DIRECTOR 1.00 X 0 0 0 JEFF MORELOCK DIRECTOR 1.00 X 0 0 0 CHRIS NEWTON VICE CHAIR 1.00 X X 0 0 0 DR RUBI PORTER SECRETARY 1.00 X X 0 0 0 ART RHODES DIRECTOR 1.00 X 0 0 0 JENICE SAINT DIRECTOR 1.00 X 0 0 0 RON SELLERS DIRECTOR 1.00 X 0 0 0 DR BILL SEYMOUR VICE CHAIR 1.00 X X 0 0 0 CINDY SLATER DIRECTOR 1.00 X 0 0 0 BARBARA STONE DIRECTOR 1.00 X 0 0 0 DR MATTHEW TOLBERT DIRECTOR 1.00 X 0 0 0 MICKEY TORBETT VICE CHAIR 1.00 X X 0 0 0 DR MADISON TORRENCE DIRECTOR 1.00 X 0 0 0 ANDY WILLIAMS VICE CHAIR 1.00 X X 0 0 0 STEPHANIE LINKOUS PRESIDENT X 0 0 0 135294 19804 1 false true false 565763 2377946 5119 2943709 VISTA PROGRAM FEES 624200 52577 52577 CENTER FOR SOCIAL IMPACT RENT 624200 19625 19625 72202 773980 773980 216151 295217 68454 216151 226763 442914 55546 387368 OTHER INCOME 624200 8498 8498 8498 4241303 136246 1161348 2159416 2159416 135294 123117 6765 5412 866085 676270 66275 123540 69766 49156 7191 13419 71490 48670 8446 14374 44794 32498 4600 7696 14833 5580 9253 151473 148054 3419 72021 67443 1694 2884 65318 33522 8110 23686 48518 20164 8941 19413 24204 14213 5029 4962 6594 3020 2909 665 9127 6207 1509 1411 55980 55980 48319 26334 10485 11500 11234 5762 2736 2736 PROGRAM EXPENSE 429656 428605 1051 UNCOLLECTED PLEDGES 113059 113059 PROJECT ROUND UP 57715 57715 REPAIRS & MAINTENANCE 16790 10942 2924 2924 7836 4131 1323 2382 4479522 4089858 151609 238055 401606 316662 861759 847430 81031 1230 10914 1072229 563831 621957 508398 26426737 30390976 28393090 32075610 45451 53693 1572703 1323399 1618154 1377092 X 1213013 1341215 25561923 29357303 26774936 30698518 28393090 32075610 X -238219 4161801 X false true X true false X 2401215 4291781 5024427 2930882 2943709 17592014 2401215 4291781 5024427 2930882 2943709 17592014 834957 16757057 778173 761835 731709 592503 773980 3638200 16621 1686 3637 21944 21252158 600906 0.78850 0.78550 X PART II, LINE 10 OTHER INCOME 21,944 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 25190953 5162662 826107 375452 148054 29004002 27597640 -1670094 260656 325849 150088 25190953 26100827 3702845 1459316 597801 148915 27597640 25222398 2261135 650130 584654 147922 26100827 26771083 28765 -179950 696727 536696 164077 25222398 0.89630 0.10370 false true true 38493 38493 945728 496662 449066 88008 67169 20839 508398 7950444 4161801 33451 4195252 3755192 151473 334638 486111 4241303 4026862 33451 33451 3993411 151473 334638 486111 4479522 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 true BOY SCOUTS OF AMERICA CHEROKEE COUNCIL 6031 LEE HIGHWAY CHATTANOOGA TN 37421 3 52882 PARTNER AGENCY BOYS & GIRLS CLUBS OF THE OCOEE REGION PO BOX 1511 CLEVELAND TN 37364 3 263520 PARTNER AGENCY BRADCLEV COMMUNITY SERVICES PO BOX 329 CLEVELAND TN 37364 3 83893 UTILITY PROGRAM CITY FIELDS 1075 BLYTHE AVE CLEVELAND TN 37311 3 217550 PARTNER AGENCY CLEVELAND EMERGENCY SHELTER PO BOX 3297 CLEVELAND TN 37320 3 81000 PARTNER AGENCY CLEVELAND FAMILY YMCA 220 URBANE ROAD CLEVELAND TN 37312 3 117112 PARTNER AGENCY COURT APPOINTED SPECIAL ADV 170 N OCOEE STREET SUITE 302A CLEVELAND TN 37311 3 34000 PARTNER AGENCY FAMILY CORNERSTONE 2810 WESTSIDE DR NW SUITE E CLEVELAND TN 37320 3 24000 PARTNER AGENCY FAMILY PROMISE 1110 NORMAN CHAPEL RD CLEVELAND TN 37312 3 65873 PARTNER AGENCY FAMILY VIOLENCE SHELTER FAMILY RESOURCE AGENCY 3680 MICHIGAN AVE RD CLEVELAND TN 37323 3 91983 PARTNER AGENCY FOUNDATION HOUSE MINISTRIES PO BOX 6056 CLEVELAND TN 37320 3 18091 UTILITY PROGRAM GIRL SCOUTS OF THE SOUTHERN APPALACHIANS KNOXVILLE SERVICE CENTER 1567 DOWNTOWN WEST BLVD KNOXVILLE TN 37919 3 7500 PARTNER AGENCY LEGAL AID OF EAST TN 535 CHESTNUT ST 360 CHATTANOOGA TN 37402 3 60000 PARTNER AGENCY OCOEE OUTREACH 2707 N OCOEE STREET CLEVELAND TN 37312 3 16875 PARTNER AGENCY THE CARING PLACE 130 WILDWOOD AVE CLEVELAND TN 37311 3 165500 PARTNER AGENCY BOYS & GIRLS CLUB OF THE OCOEE REGION 385 THIRD STREET CLEVELAND TN 37311 3 13200 BRADLEY COUNTY COMMITTEE ON AGING PO BOX 3297 CLEVELAND TN 37320 3 20000 BRADCLEV PUBLIC EDUCATION FOUNDATION PO BOX 4354 CLEVELAND TN 37320 3 46933 HEALTH SCREENINGS CENTERSTONE 1101 SIXTH AVE NORTH NASHVILLE TN 37208 3 12000 CLEVELAND FAMILY YMCA 220 URBANE ROAD CLEVELAND TN 37312 3 16574 FAMILY CORNERSTONE 2810 WESTSIDE DR SUITE E CLEVELAND TN 37312 3 15000 FAMILY PROMISE 1110 NORMAN CHAPEL RD CLEVELAND TN 37312 3 14572 FCA 85 OCOEE STREET CLEVELAND TN 37311 3 12000 FOUNDATION HOUSE MINISTRIES PO BOX 6056 CLEVELAND TN 37320 3 46400 GIRLS ON THE RUN SE TN 2660 HARRISON PIKE CLEVELAND TN 37311 3 21000 HOPE CENTER 2600 EXECUTIVE PARK NW CLEVELAND TN 37312 3 34958 KARIS DENTAL CLINIC 214 BROAD STREET SW CLEVELAND TN 37311 3 368667 NEW HOPE PREGNANCY CENTER 353 WORTH STREET NW CLEVELAND TN 37311 3 39467 ON POINT 4509 HIXSON PIKE SUITE 1 HIXSON TN 37343 3 32000 REFUGE COMMUNITY CENTER PO BOX 2553 CLEVELAND TN 37320 3 30000 SPEECH AND HEARING CENTER 6016 SHALLOWFORD ROAD SUITE 1500 CHATTANOOGA TN 37421 3 6088 THE CARING PLACE 130 WILDWOOD AVE CLEVELAND TN 37311 3 80866 WALTER E BOEHM BIRTH DEFECTS 975 E 3RD ST CHATTANOOGA TN 37403 3 8000 VETERAN ENTREPRENURIAL TRAINING COMMAND 85 OCOEE STREET SUITE 206 CLEVELAND TN 37311 3 19500 34 SCHEDULE I, PAGE 1, PART I, LINE 2 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. X X false false false false false false false false false MATT RYERSON PRESIDENT 135294 15564 4240 155098 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 UW BRADLEY CO ENDOWMENT TRUST PO BOX 193 CLEVELAND TN 37364 581984790 SUPPORT UW TN 3 7 NA false false false false false false false false false false false false false false false false false false false false