UNITED WAY OF THE OCOEE REGION: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- UNITED WAY OF THE OCOEE REGION (EIN 62-0548418)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-07-25
- IRS object ID
- 201912069349300961
- Schema version
- 2018v3.1
- 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 | 2019-07-25T13:00:02-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 | MATT RYERSON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4234792020 | PhoneNum |
| Signature | 2019-07-09 | 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 | 2019-07-09 | 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 | 2019-07-25 | IPDt |
| IP Tm | 13:00:02 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | E999E88FCAA6C42A83F8E64F662B7FF6FB1C67A4 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | FCAFB07017455CCE723B02F87E6DA6F90F68038C | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MATT RYERSON | 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 | $5,502,169 | 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 | 45 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 45 | VotingMembersIndependentCnt |
| Total Employee | 31 | TotalEmployeeCnt |
| Total Volunteers | 5534 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $5,024,427 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,930,882 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $84,661 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $276,150 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,812,583 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,123,624 | CYInvestmentIncomeAmt |
| PY Other Revenue | $3,637 | PYOtherRevenueAmt |
| CY Other Revenue | $10,318 | CYOtherRevenueAmt |
| PY Total Revenue | $6,925,308 | PYTotalRevenueAmt |
| CY Total Revenue | $5,340,974 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,135,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,577,234 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,140,528 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,034,368 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $284,453 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,895,056 | PYOtherExpensesAmt |
| CY Other Expenses | $1,505,050 | CYOtherExpensesAmt |
| PY Total Expenses | $8,170,584 | PYTotalExpensesAmt |
| CY Total Expenses | $4,116,652 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,245,276 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,224,322 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $32,665,462 | TotalAssetsBOYAmt |
| Total Assets EOY | $28,393,090 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,175,156 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,618,154 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $29,490,306 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $26,774,936 | 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 | $3,042,300 | ExpenseAmt |
| Grant | $1,317,234 | GrantAmt |
| Revenue | $276,150 | 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 | $558,060 | ExpenseAmt |
| Grant | $260,000 | 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 | $3,600,360 | 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 |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| 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 With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| 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 |
| IRP Document | 50 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 31 | 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 | 45 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 45 | 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 |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MATT RYERSON | 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 (46 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| MIKE GRIFFIN | ||||||
| CHAIRMAN | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| PHIL COOK | ||||||
| VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DR SHANE GRIFFITH | ||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DR RUBI PORTER | ||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| NANCY CASSON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MATT JENNE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CHRIS NEWTON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GARY FARLOW | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DR RODNEY FITZGERALD | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DR BILL SEYMOUR | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DR MATTHEW TOLBERT | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MICKEY TORBETT | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TERRY HENRY | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ANDY WILLIAMS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BRUCE BRADFORD | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JANICE BAKER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MIKE CALLAWAY | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RALPH BALDWIN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DR LINDA CASH | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KEITH BARRETT | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RON BRAAM | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BRENDA KNIGHT CHOATE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DANNY BRADLEY | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DELITA COBB | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOE FIVAS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DR RUSSELL DYER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CESAR ESCARCERA | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RON ENGLAND | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TIM HENDERSON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DR BILL ESTES | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TAYLOR HOWARD | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CAROLYN JACKSON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JEFF MORELOCK | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| STEVE LEDBETTER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| VERRILL NORWOOD JR | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PAULETTE MADSON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BILL MARTIN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ART RHODES | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BILL MOATS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JENICE SAINT | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ERIKA MOORE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RON SELLERS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CINDY SLATER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BARBARA STONE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DR MADISON TORRENCE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MATT RYERSON | ||||||
| PRESIDENT | 40.00 | Yes (X) | $118,919 | $0 | $18,585 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $118,919 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $18,585 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Government Grants | $276,408 | GovernmentGrantsAmt |
| All Other Contributions | $2,654,474 | AllOtherContributionsAmt |
| Noncash Contributions | $3,150 | NoncashContributionsAmt |
| Total Contributions | $2,930,882 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| NEIGHBORWORKS PROPERTY | 624200 | $197,333 | $197,333 |
| VISTA PROGRAM FEES | 624200 | $34,734 | $34,734 |
| CENTER FOR SOCIAL IMPACT RENT | 624200 | $26,078 | $26,078 |
| DEVELOPMENT EVENTS | 624200 | $15,450 | $15,450 |
| CENTER FOR SOCIAL IMPACT FEES | 624200 | $2,555 | $2,555 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $276,150 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $592,503 | TotalRevenueColumnAmt |
| Exclusion | $592,503 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,106,982 | SecuritiesAmt |
| Other | $585,334 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $161,195 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,106,982 | SecuritiesAmt |
| Other | $424,139 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,531,121 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,106,787 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $424,334 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 624200 | BusinessCd |
| Total Revenue Column | $10,318 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $10,318 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $10,318 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,340,974 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,393,255 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $1,016,837 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,577,234 | TotalAmt |
| Program Services | $1,577,234 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $118,919 | TotalAmt |
| Program Services | $83,243 | ProgramServicesAmt |
| Management And General | $23,784 | ManagementAndGeneralAmt |
| Fundraising | $11,892 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $703,904 | TotalAmt |
| Program Services | $443,025 | ProgramServicesAmt |
| Management And General | $120,238 | ManagementAndGeneralAmt |
| Fundraising | $140,641 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,308 | TotalAmt |
| Program Services | $49,773 | ProgramServicesAmt |
| Management And General | $14,742 | ManagementAndGeneralAmt |
| Fundraising | $13,793 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $88,616 | TotalAmt |
| Program Services | $64,407 | ProgramServicesAmt |
| Management And General | $11,546 | ManagementAndGeneralAmt |
| Fundraising | $12,663 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,621 | TotalAmt |
| Program Services | $28,300 | ProgramServicesAmt |
| Management And General | $7,934 | ManagementAndGeneralAmt |
| Fundraising | $8,387 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,784 | TotalAmt |
| Program Services | $12,270 | ProgramServicesAmt |
| Management And General | $2,431 | ManagementAndGeneralAmt |
| Fundraising | $2,083 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $154,255 | TotalAmt |
| Program Services | $150,088 | ProgramServicesAmt |
| Management And General | $4,167 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $737,680 | TotalAmt |
| Program Services | $733,023 | ProgramServicesAmt |
| Management And General | $2,221 | ManagementAndGeneralAmt |
| Fundraising | $2,436 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,830 | TotalAmt |
| Program Services | $20,565 | ProgramServicesAmt |
| Management And General | $8,612 | ManagementAndGeneralAmt |
| Fundraising | $37,653 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,825 | TotalAmt |
| Program Services | $17,427 | ProgramServicesAmt |
| Management And General | $7,298 | ManagementAndGeneralAmt |
| Fundraising | $22,100 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,848 | TotalAmt |
| Program Services | $9,727 | ProgramServicesAmt |
| Management And General | $3,873 | ManagementAndGeneralAmt |
| Fundraising | $4,248 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,304 | TotalAmt |
| Program Services | $7,971 | ProgramServicesAmt |
| Management And General | $2,067 | ManagementAndGeneralAmt |
| Fundraising | $2,266 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,679 | TotalAmt |
| Program Services | $12,670 | ProgramServicesAmt |
| Management And General | $1,657 | ManagementAndGeneralAmt |
| Fundraising | $2,352 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,421 | TotalAmt |
| Program Services | $47,928 | ProgramServicesAmt |
| Management And General | $712 | ManagementAndGeneralAmt |
| Fundraising | $781 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,423 | TotalAmt |
| Program Services | $28,025 | ProgramServicesAmt |
| Management And General | $11,159 | ManagementAndGeneralAmt |
| Fundraising | $12,239 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,242 | TotalAmt |
| Program Services | $10,119 | ProgramServicesAmt |
| Management And General | $3,397 | ManagementAndGeneralAmt |
| Fundraising | $3,726 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PROGRAM EXPENSE | $177,842 | $176,113 | $996 | $733 |
| UNCOLLECTED PLEDGES | $93,615 | $93,615 | ||
| REPAIRS & MAINTENANCE | $33,902 | $26,364 | $3,650 | $3,888 |
| DUES AND SUBSCRIPTIONS | $9,627 | $7,134 | $1,189 | $1,304 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,773 | TotalAmt |
| Program Services | $1,339 | ProgramServicesAmt |
| Management And General | $166 | ManagementAndGeneralAmt |
| Fundraising | $1,268 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,116,652 | TotalAmt |
| Program Services | $3,600,360 | ProgramServicesAmt |
| Management And General | $231,839 | ManagementAndGeneralAmt |
| Fundraising | $284,453 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $660,520 | BOYAmt |
| EOY | $401,606 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,005,803 | BOYAmt |
| EOY | $861,759 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,974 | BOYAmt |
| EOY | $81,031 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,144,567 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $522,610 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $827,890 | BOYAmt |
| EOY | $621,957 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,157,275 | BOYAmt |
| EOY | $26,426,737 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,665,462 | BOYAmt |
| EOY | $28,393,090 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $220,866 | BOYAmt |
| EOY | $45,451 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,954,290 | BOYAmt |
| EOY | $1,572,703 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,175,156 | BOYAmt |
| EOY | $1,618,154 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,515,787 | BOYAmt |
| EOY | $1,213,013 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,579,403 | BOYAmt |
| EOY | $3,697,159 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,395,116 | BOYAmt |
| EOY | $21,864,764 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,490,306 | BOYAmt |
| EOY | $26,774,936 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,665,462 | BOYAmt |
| EOY | $28,393,090 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,224,322 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$3,833,586 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | -$106,106 | PriorPeriodAdjustmentsAmt |
| 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 | $2,488,390 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,401,215 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,291,781 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,024,427 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,930,882 | CurrentTaxYearAmt |
| Total | $17,136,695 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,488,390 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,401,215 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,291,781 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,024,427 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,930,882 | CurrentTaxYearAmt |
| Total | $17,136,695 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $763,159 | SubstantialContributorsTotAmt |
| Public Support Total170 | $16,373,536 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $809,219 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $778,173 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $761,835 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $731,709 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $592,503 | CurrentTaxYearAmt |
| Total | $3,673,439 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,776 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,621 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,686 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,637 | CurrentTaxYearMinus1YearAmt |
| Total | $35,720 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $20,845,854 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $549,782 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.78550 | PublicSupportCY170Pct |
| Public Support PY170 | 0.78170 | 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 35,720 | ExplanationTxt |
Schedule B IRS990ScheduleB
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| 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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| 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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| 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 |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $26,238,693 | BeginningYearBalanceAmt |
| Contributions | $26,018 | ContributionsAmt |
| Investment Earnings Or Losses | $1,739,196 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $757,171 | GrantsOrScholarshipsAmt |
| Other Expenditures | $302,648 | OtherExpendituresAmt |
| Administrative Expenses | $173,005 | AdministrativeExpensesAmt |
| End Year Balance | $26,771,083 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.87000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.13000 | 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 | $43,735 | OtherCostOrOtherBasisAmt |
| Book Value | $43,735 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $60,000 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $945,728 | OtherCostOrOtherBasisAmt |
| Depreciation | $462,882 | DepreciationAmt |
| Book Value | $542,846 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $95,104 | OtherCostOrOtherBasisAmt |
| Depreciation | $59,728 | DepreciationAmt |
| Book Value | $35,376 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $621,957 | TotalBookValueLandBuildingsAmt |
| Total Rev Etc Audited Fincl Stmt | $1,395,693 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$3,833,586 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $42,365 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $195 | OtherRevenueAmt |
| Revenue Not Reported | -$3,791,026 | RevenueNotReportedAmt |
| Revenue Subtotal | $5,186,719 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $154,255 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $154,255 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $5,340,974 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $4,004,957 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $42,365 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $195 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $42,560 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,962,397 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $154,255 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $154,255 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $4,116,652 | 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 2D | LOSS ON DISPOSAL OF ASSETS 195 |
| SCHEDULE D, PAGE 4, PART XII, LINE 2D | LOSS ON DISPOSAL OF ASSETS 195 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (21 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 | $44,246 | 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 | $199,775 | UTILITY PROGRAM | ||
| CITY FIELDS | ||||||||
| 1075 BLYTHE AVE | CLEVELAND | TN | 37311 | 3 | $155,200 | PARTNER AGENCY | ||
| CLEVELAND BRADLEY REGIONAL MUSEUM | ||||||||
| MUSEUM CENTER 5IVE POINTS | 200 INMAN ST | CLEVELAND | TN | 37311 | 3 | $6,500 | PARTNER AGENCY | |
| CLEVELAND EMERGENCY SHELTER | ||||||||
| PO BOX 3297 | CLEVELAND | TN | 37320 | 3 | $82,876 | PARTNER AGENCY | ||
| CLEVELAND FAMILY YMCA | ||||||||
| 220 URBANE ROAD | CLEVELAND | TN | 37312 | 3 | $117,112 | PARTNER AGENCY | ||
| COMMITTEE ON AGING | ||||||||
| PO BOX 3297 | CLEVELAND | TN | 37320 | 3 | $13,500 | PARTNER AGENCY | ||
| COURT APPOINTED SPECIAL ADV | ||||||||
| 170 N OCOEE STREET | CLEVELAND | TN | 37311 | 3 | $29,025 | PARTNER AGENCY | SUITE 302A | |
| FAMILY CORNERSTONE | ||||||||
| 2810 WESTSIDE DR NW | CLEVELAND | TN | 37320 | 3 | $24,000 | PARTNER AGENCY | SUITE E | |
| FAMILY VIOLENCE SHELTER | ||||||||
| FAMILY RESOURCE AGENCY | 3680 MICHIGAN AVE RD | CLEVELAND | TN | 37323 | 3 | $80,571 | PARTNER AGENCY | |
| GIRL SCOUTS OF MOCCASIN BEND COUNCI | ||||||||
| 1936 DAYTON BLVD | CHATTANOOGA | TN | 37415 | 3 | $7,500 | PARTNER AGENCY | ||
| HABITAT FOR HUMANITY | ||||||||
| 300 GROVE AVE SW | CLEVELAND | TN | 37311 | 3 | $134,027 | PARTNER AGENCY | ||
| JUNIIOR ACHIEVEMENT | ||||||||
| PO BOX 2202 | CLEVELAND | TN | 37320 | 3 | $6,150 | |||
| LEGAL AID OF EAST TN | ||||||||
| 535 CHESTNUT ST 360 | CHATTANOOGA | TN | 37402 | 3 | $26,157 | PARTNER AGENCY | ||
| OCOEE OUTREACH | ||||||||
| 2707 N OCOEE STREET | CLEVELAND | TN | 37312 | 3 | $16,875 | PARTNER AGENCY | ||
| REFUGE COMMUNITY CENTER | ||||||||
| PO BOX 2553 | CLEVELAND | TN | 37320 | 3 | $48,750 | PARTNER AGENCY | ||
| THE CARING PLACE | ||||||||
| 130 WILDWOOD AVE | CLEVELAND | TN | 37311 | 3 | $33,750 | PARTNER AGENCY | ||
| YUVA UNSTOPPABLE | ||||||||
| 240 E 47TH ST APT 27AB | NEW YORK | NY | 10017 | 3 | $9,000 | |||
| BOY SCOUTS OF AMERICA | ||||||||
| CHEROKEE COUNCIL | 6031 LEE HIGHWAY | CHATTANOOGA | TN | 37421 | 3 | $10,000 | PARTNER AGENCY | |
| CLEVELAND STATE COMMUNITY COLLEGE | ||||||||
| FOUNDATION | PO BOX 3570 | CLEVELAND | TN | 37320 | 3 | $250,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 31 | 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, 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 IX, LINE 11G | CONTRACT LABOR 726,726 0 0 OTHER PROFESSIONAL FEES 3,912 2,221 2,436 OTHER PROFESSIONAL FEES 2,385 0 0 TOTAL 733,023 2,221 2,436 |
| FORM 990, PART XI, LINE 9 | LOSS ON DISPOSAL OF ASSETS 195 LOSS ON DISPOSAL OF ASSETS -195 |
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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