2017-04-07T22:32:58+00:00 2016-12-31 621651321 INGRAM OVERHOLT & BEAN PC 428 MARILYN LANE ALCOA TN 37701 990 2016-01-01 237122193 UNITED WAY OF BLOUNT COUNTY UNIT 8659822251 1615 EAST BROADWAY MARYVILLE TN 37804 JENNIFER WACKERHAGEN PRESIDENT & CEO 8659822251 2017-02-21 true SARAH E SIMS P01913336 8659841040 2017-03-13 992E83F8B90DF5B4529726673504EEC70C9F5DD3 1AD1FA0F6F38F4B6A63727EE2603EA0DA82E57D9 2016 2021-01-29 14:40:06Z JENNIFER WACKERHAGEN 1615 E BROADWAY AVE MARYVILLE TN 37804 2162507 false X WWW.LIVEUNITEDBLOUNT.ORG X 1954 TN UNITED WAY OF BLOUNT COUNTY FIGHTS FOR THE HEALTH, EDUCATION AND SELF- SUFFICIENCY OF EVERY PERSON IN BLOUNT COUNTY. TOGETHER, WE JOIN IN THE FIGHT TO LIVE UNITED AND MOBILIZE THE BEST RESOURCES FOR THOSE IN NEED. 20 20 9 950 -3638 -3638 1843447 2074729 670 3257 3334 173146 15132 2019850 2093865 1397240 1373102 0 347806 367677 0 161560 207338 220650 1952384 1961429 67466 132436 4227083 4361953 11706 14140 4215377 4347813 X TO IMPROVE LIVES BY MOBILIZING THE CARING POWER OF OUR COMMUNITIES. false false 1553933 1206857 670 PROVIDES FINANCIAL RESOURCES TO NONPROFIT COMMUNITY PARTNERS SERVING THE MOST VULNERABLE POPULATIONS OF BLOUNT COUNTY, TN, WITH SPECIFIC FOCUS ON PROGRAMS IN THE AREAS OF HEALTH, EDUCATION AND SELF-SUFFICIENCY. WITHIN THESE FOCUS AREAS, WE FUND TARGET ISSUES, BROKEN DOWN AS FOLLOWS: HEALTH - ACCESS TO HEALTHCARE - MENTAL HEALTH - PREVENTION/TREATMENT PROGRAMS (CONTINUED ON SCHEDULE O) EDUCATION - FAMILY SUPPORT & TRAINING - JOB SKILLS/ADULT EDUCATION SELF-SUFFICIENCY - BASIC NEEDS - CRISIS & DISASTER ASSISTANCE - HOUSING SUPPORT - TRANSPORTATION ALSO PROVIDES TECHNICAL ASSISTANCE TO NONPROFITS IN THE AREAS OF BUSINESS MANAGEMENT, OUTCOME EVALUATION, ASSET BUILDING, RESOURCE AND REFERRAL, GRANT WRITING, MARKETING AND FUND DEVELOPMENT. ADDITIONALLY OVERSEES INTERNAL INITIATIVES RELATING TO OUR FOCUS AREAS. 166245 166245 DONOR CONTRIBUTIONS DESIGNATED TO OTHER LOCAL UNITED WAYS. 1720178 true true false false false false false false false false true false false false false false true false false false false false false false true false false true false false false false false false false false false false true false false false false false false false false true 0 0 9 true true true false false false false false false false false false X 20 20 false false false false false false false true true false false true true true true true true true true false TN X X ALYSSA IKNER 8659822251 1615 E BROADWAY MARYVILLE TN 37804 JENNIFER WACKERHAGEN PRESIDENT & 40.00 X 76909 0 15870 ALYSSA IKNER TOP FINANCIA 40.00 X 39938 0 4268 JONATHAN BARKER CHAIRMAN 1.00 X X 0 0 0 DR CATHY HAMMON CHAIR ELECT 1.00 X X 0 0 0 MIKE HONEYCUTT SECRETARY/TR 1.00 X X 0 0 0 CHRISTY NEWMAN PAST CHAIR 1.00 X X 0 0 0 MATT WEBB COMM. IMPACT 1.00 X X 0 0 0 KEELI BOYCE DIRECTOR AT 1.00 X X 0 0 0 BOB BOOKER DIRECTOR AT 1.00 X X 0 0 0 RICK SHEPARD CAMPAIGN CHA 1.00 X X 0 0 0 CARL ESPOSITO BOARD MEMBER 1.00 X 0 0 0 MICHAEL HEARON BOARD MEMBER 1.00 X 0 0 0 DR WILLIAM T BOGART BOARD MEMBER 1.00 X 0 0 0 SIMON DEVENTE BOARD MEMBER 1.00 X 0 0 0 VIRGINIA HARDWICK BOARD MEMBER 1.00 X 0 0 0 DR G HAROLD NARAMORE BOARD MEMBER 1.00 X 0 0 0 TAMMI FORD BOARD MEMBER 1.00 X 0 0 0 KELLY LOVE MANNING BOARD MEMBER 1.00 X 0 0 0 ADRIEL MCCORD BOARD MEMBER 1.00 X 0 0 0 BETSY CUNNINGHAM BOARD MEMBER 1.00 X 0 0 0 PHYLLIS CRISP BOARD MEMBER 1.00 X 0 0 0 ANNA LOVE BOARD MEMBER 1.00 X 0 0 0 116847 20138 false false false 96655 1978074 54244 2074729 CHAMPIONS FOR CHANGE 400 400 NONPROFIT ENRICHMENT WORKSHOP 270 270 670 3334 3334 65004 68642 -3638 -3638 -3638 96655 MEETING SPONSOR 10710 10710 MEDIA SPONSOR 8000 8000 TAX REFUND 60 60 18770 2093865 19440 -3638 3334 1373102 1373102 136888 75288 27377 34223 170788 107685 14155 48948 38672 24082 7146 7444 21329 12751 4637 3941 4900 2695 980 1225 58133 31973 26160 9011 4956 1802 2253 3900 2145 780 975 7125 3919 1425 1781 29436 16190 5887 7359 DUES 25544 14049 5109 6386 MAINTENANCE AND REPAIRS 19827 10905 3965 4957 ANNUAL PROGRAM FEES 16696 16696 MEETING SPONSORS EXPENSE 11027 6065 4962 35051 17677 6428 10946 1961429 1720178 79691 161560 857087 1029304 85426 1782000 1881193 2058163 606707 1502570 1451456 4227083 4361953 11706 14140 11706 14140 X 2433377 2466620 1782000 1881193 4215377 4347813 4227083 4361953 132436 X false true X true false X 1916945 1994053 2016220 1942383 2085839 9955440 1916945 1994053 2016220 1942383 2085839 9955440 546592 9408848 3994 3167 3030 3257 3334 16782 60871 86667 77190 65004 65004 354736 3437 46932 820 9206 8330 68725 10395683 19440 0.90510 0.87960 X PART II, LINE 10 TAX REFUND 1,853 MISCELLANEOUS 38,696 NONPROFIT ENRICHMENT WORKSHOPS 4,276 MEDIA SPONSOR 23,900 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 203535 203535 1775518 542834 1232684 79110 63873 15237 1451456 2093865 2093865 2093865 1961429 1961429 1961429 TN VARIOUS EVENTS 96655 96655 2 96655 96655 true TRINITY HEALTH MINISTRIES TRINITY HEALTH MINISTRIES 1127 E LAMAR ALEXANDER PKWY 1127 E LAMAR ALEXANDER PKWY MARYVILLE TN 37804 203113032 501 43000 PROGRAM OPER. COST THE FLORENCE CRITTENTON AGENCY THE FLORENCE CRITTENTON AGENCY 1531 DICK LONAS ROAD 1531 DICK LONAS ROAD KNOXVILLE TN 37909 626044288 501 15800 PROGRAM OPER. COST SPECIALOPPS INC SPECIALOPPS INC 453 BROADMOOR DR 453 BROADMOOR DR MARYVILLE TN 37803 271990951 501 17936 PROGRAM OPER. COST SEXUAL ASSAULT CENTER OF EAST TN SEXUAL ASSAULT CENTER OF EAST TN 2455 SUTHERLAND AVE BLDG B 2455 SUTHERLAND AVE BLDG B KNOXVILLE TN 37919 620548914 501 32800 PROGRAM OPER. COST SENIOR CITIZENS HOME ASSISTANCE SENIOR CITIZENS HOME ASSISTANCE 386 HIGH ST 386 HIGH ST MARYVILLE TN 37801 620809589 501 49500 PROGRAM OPER. COST SECOND HARVEST FOOD BANK SECOND HARVEST FOOD BANK 136 HARVEST LN 136 HARVEST LN MARYVILLE TN 37801 581450139 501 27851 PROGRAM OPER. COST NEW HOPE CHILDREN'S ADVOCACY CENTER NEW HOPE CHILDREN'S ADVOCACY CENTER 212 CATES ST 212 CATES ST MARYVILLE TN 37801 621806067 501 14300 PROGRAM OPER. COST LTVEC-BIRTH TO THREE PROGRAM LTVEC-BIRTH TO THREE PROGRAM 422 ELLIS ST 422 ELLIS ST MARYVILLE TN 37804 620859642 501 49740 PROGRAM OPER. COST LEGAL AID OF EAST TN LEGAL AID OF EAST TN 502 GAY ST SUITE 404 502 GAY ST SUITE 404 KNOXVILLE TN 37902 589132803 501 72000 PROGRAM OPER. COST KIWANIS (IMAGINATION LIBRARY) KIWANIS (IMAGINATION LIBRARY) 576 FOOTHILLS PLAZA DR PMB 154 576 FOOTHILLS PLAZA DR PMB 154 MARYVILLE TN 37801 621790735 501 7500 PROGRAM OPER. COST HELEN ROSS MCNABB CENTER HELEN ROSS MCNABB CENTER 201 W SPRINGDALE AVE 201 W SPRINGDALE AVE KNOXVILLE TN 37917 620548914 501 181012 PROGRAM OPER. COST HELEN ROSS MCNABB CENTER HELEN ROSS MCNABB CENTER 201 W SPRINGDALE AVE 201 W SPRINGDALE AVE KNOXVILLE TN 37917 620548914 501 25748 COMM. COLLABORATION HAVEN HOUSE HAVEN HOUSE PO BOX 134 PO BOX 134 ALCOA TN 37701 581534034 501 124888 PROGRAM OPER. COST GOOD NEIGHBORS GOOD NEIGHBORS 1741 TRIANGLE PARK 1741 TRIANGLE PARK MARYVILLE TN 37801 621634594 501 22000 PROGRAM OPER. COST GIRL SCOUT COUNCILSTHRN APPLACHIAN GIRL SCOUT COUNCIL/STHRN APPLACHIAN 1567 DOWNTOWN WEST BLVD 1567 DOWNTOWN WEST BLVD KNOXVILLE TN 37919 620518287 501 21000 PROGRAM OPER. COST GATE-GATEWAY TO INDEPENDENCE GATE-GATEWAY TO INDEPENDENCE PO BOX 6023 PO BOX 6023 MARYVILLE TN 37802 861084910 501 7760 PROGRAM OPER. COST FAMILY PROMISE OF BLOUNT COUNTY FAMILY PROMISE OF BLOUNT COUNTY PO BOX 4457 1633 LOUISVILLE RD PO BOX 4457 ALCOA TN 37701 261457703 501 47878 PROGRAM OPER. COST EPILEPSY FOUNDATION OF EAST TN EPILEPSY FOUNDATION OF EAST TN 1715 MAGNOLIA AVE 1715 MAGNOLIA AVE KNOXVILLE TN 37917 581328013 501 15000 PROGRAM OPER. COST EAST TN TECHNOLOGY ACCESS CNT EAST TN TECHNOLOGY ACCESS CNT 116 CHILDRESS ST 116 CHILDRESS ST KNOXVILLE TN 37920 581830378 501 12000 PROGRAM OPER. COST EAST TN KIDNEY FOUNDATION EAST TN KIDNEY FOUNDATION PO BOX 22072 PO BOX 22072 KNOXVILLE TN 37933 620886595 501 30000 PROGRAM OPER. COST E TN CHILDREN'S HOSPITAL REHAB E TN CHILDREN'S HOSPITAL REHAB 1025 CHILDRENS WAY 1025 CHILDRENS WAY KNOXVILLE TN 37922 620574524 501 5538 DD - PROGRAM COSTS COMPASSION COUNSELING COMPASSION COUNSELING 331 W BROADWAY AVE 331 W BROADWAY AVE MARYVILLE TN 37801 462300707 501 20000 PROGRAM "SEED" FDG BOYS & GIRLS CLUBS OF BLOUNT COUNTY BOYS & GIRLS CLUBS OF BC 520 SOUTH WASHINGTON ST 520 SOUTH WASHINGTON ST MARYVILLE TN 37804 620475743 501 185691 PROGRAM OPER. COST BOY SCOUTS OF AMERICA BOY SCOUTS OF AMERICA PO BOX 51885 PO BOX 51885 KNOXVILLE TN 37950 620476811 501 20000 PROGRAM OPER. COST BLOUNT COUNTY COMM ACTION AGCY BLOUNT COUNTY COMM ACTION AGCY 3905 TUCKALEECHEE PIKE 3905 TUCKALEECHEE PIKE MARYVILLE TN 37803 621561673 501 40000 PROGRAM OPER. COST BLOUNT CO HABITAT FOR HUMANITY BLOUNT CO HABITAT FOR HUMANITY 1017 HAMPSHIRE DRIVE 1017 HAMPSHIRE DRIVE MARYVILLE TN 37801 621504881 501 32890 PROGRAM OPER. COST BIG BROTHERSBIG SISTER OF EAST TN BIG BROTHERS/BIG SISTERS OF EAST TN 119 W SUMMIT HILL DRIVE SUITE 101 119 W SUMMIT HILL DRIVE SUITE 101 KNOXVILLE TN 37902 620842531 501 16000 PROGRAM OPER. COST AMERICAN RED CROSS AMERICAN RED CROSS PO BOX 491741 TRIANGLE PARK DRIVE PO BOX 491741 MARYVILLE TN 37802 626000052 501 40000 PROGRAM OPER. COST ALLOC-OTHER COUNTIES & UNITED WAYS ALLOC-OTHER COUNTIES & UNITED WAYS 1615 EAST BROADWAY PO BOX 5432 1500 JETT RD MARYVILLE TN 37804 166245 DD - GENERAL SUPPORT ADULT EDUCATION FOUNDATION OF BLOUN ADULT EDUCATION FOUNDATION OF BLOUN PO BOX 5432 1500 JETT RD PO BOX 5432 1500 JETT RD MARYVILLE TN 37802 621260718 501 27250 PROGRAM OPER. COST 30 SCHEDULE I, PAGE 1, PART I, LINE 2 RE: PART I LINE 2: ALL GRANT RECIPIENT PROGRAMS ARE EVALUATED ANNUALLY THROUGH MID-YEAR AND YEAR-END REPORTS REQUIRING TRANSPARENCY OF AGENCY AND PROGRAM-SPECIFIC FINANCIALS AS WELL AS GOALS AND OUTCOME MEASUREMENTS. IN ADDITION, ALL NEW GRANT RECIPIENTS MUST SUBMIT AN EXTENSIVE GRANT APPLICATION HIGHLIGHTING KEY DETAILS OF AGENCY AND PROGRAM INFORMATION, INCLUDING BUT NOT LIMITED TO 990S AND AUDIT INFORMATION, WHICH WILL BE EVALUATED BY TRAINED VOLUNTEER COMMITTEES. ALL GRANTS ARE INDIVIDUALLY REVIEWED AND APPROVED BY OUR BOARD OF DIRECTORS ANNUALLY. GRANT RECIPIENTS MUST SIGN ANNUAL CONTRACT AGREEMENTS AS WELL AS ANTI-TERRORISM CLAUSES. RE: PART II, COLUMN (H)-PURPOSE OF GRANT OR ASSISTANCE DESCRIPTIONS - PROGRAM OPERATING COST: A RESTRICTED GRANT MADE TO AN AGENCY IN SUPPORT OF THE COSTS ASSOCIATED WITH A SPECIFIC PROGRAM THAT IT OPERATES. - DONOR DESIGNATED FOR GENERAL SUPPORT: AN UNRESTRICTED GRANT MADE TO AN AGENCY AT THE DIRECTION OF THE DONOR(S) IN SUPPORT OF ITS GENERAL OPERATING COSTS. - DONOR DESIGNATED FOR PROGRAM COSTS: AN UNRESTRICTED GRANT MADE TO AN AGENCY AT THE DIRECTION OF THE DONOR(S) IN SUPPORT OF THE COSTS ASSOCIATED WITH A SPECIFIC PROGRAM THAT IT OPERATES. - PROGRAM "SEED" FUNDING: A RESTRICTED GRANT MADE TO A START-UP AGENCY TO SUPPORT ITS INITIAL ORGANIZATIONAL COSTS. - COMMUNITY COLLABORATION: A RESTRICTED GRANT MADE TO FUND THE COSTS ASSOCIATED WITH BRINGING ORGANIZATIONS WITHIN THE COMMUNITY TOGETHER FOR THE PURPOSE OF CREATING COLLABORATIVE EFFORTS THAT WILL ADDRESS SPECIFIC COMMUNITY ISSUES. X MULTI-MEDIA 1 54244 FAIR MARKET VALUE false false false FORM 990 THE OVERHEAD RATE FOR THE APPLICABLE FISCAL YEAR IS CALCULATED AS TOTAL MANAGEMENT AND GENERAL EXPENSES PLUS TOTAL FUNDRAISING EXPENSES (AS SHOWN ON 990 PART IX, LINE 25) DIVIDED BY TOTAL REVENUE (AS SHOWN ON 990, PART VIII, LINE 12). FOR THE YEAR ENDING 12/31/2016, THE OVERHEAD RATE IS 11.52%. THIS AMOUNT IS CONSISTENT WITH PRIOR YEARS. FORM 990, PAGE 2, PART III, LINE 4A EDUCATION - FAMILY SUPPORT & TRAINING - JOB SKILLS/ADULT EDUCATION SELF-SUFFICIENCY - BASIC NEEDS - CRISIS & DISASTER ASSISTANCE - HOUSING SUPPORT - TRANSPORTATION ALSO PROVIDES TECHNICAL ASSISTANCE TO NONPROFITS IN THE AREAS OF BUSINESS MANAGEMENT, OUTCOME EVALUATION, ASSET BUILDING, RESOURCE AND REFERRAL, GRANT WRITING, MARKETING AND FUND DEVELOPMENT. ADDITIONALLY OVERSEES INTERNAL INITIATIVES RELATING TO OUR FOCUS AREAS. FORM 990, PAGE 6, PART VI, LINE 11B THE STAFF AND FINANCE COMMITTEE REVIEWED, AND THE FINAL DRAFT WAS REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE AND THEN FULL BOARD. FORM 990, PAGE 6, PART VI, LINE 12C THE BOARD REGULARLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY AND ANYONE WHO IS NOT IN COMPLIANCE WITH THE POLICY IS REMOVED FROM SERVICE. FORM 990, PAGE 6, PART VI, LINE 15A PROCESS: UNITED WAY'S EXECUTIVE COMPENSATION PROGRAM IS ADMINISTERED BY THE HUMAN RESOURCES COMMITTEE OF THE BOARD OF DIRECTORS. THE HUMAN RESOURCES COMMITTEE IS RESPONSIBLE FOR ESTABLISHING AND MAINTAINING A COMPETITIVE COMPENSATION PROGRAM FOR THE KEY EXECUTIVES OF THE ORGANIZATION. THE COMMITTEE MEETS TO REVIEW THE COMPENSATION PROGRAM AND MAKE RECOMMENDATIONS FOR ANY CHANGES TO THE BOARD OF DIRECTORS, AS APPROPRIATE. MARKET COMPARISONS: THE HUMAN RESOURCES COMMITTEE USES OUTSIDE STUDIES OF EXECUTIVE COMPENSATION TO EVALUATE THE ORGANIZATION'S EXECUTIVE COMPENSATION PROGRAM AGAINST THE COMPETITIVE MARKET. THE EVALUATION IS REVIEWED IN THE FALL OF EACH YEAR AND IS INTENDED TO INSURE THAT THE COMPENSATION PROGRAM FALLS WITHIN A REASONABLE RANGE OF COMPETITIVE PRACTICES FOR COMPARABLE POSITIONS AMONG SIMILARLY SITUATED ORGANIZATIONS. REVIEWS: FOLLOWING THIS REVIEW, THE COMMITTEE REVIEWS AND APPROVES, FOR SELECTED KEY EXECUTIVES, BASE SALARIES AND ANNUAL INCENTIVE OPPORTUNITY ADJUSTMENTS AND OBJECTIVES AND GOALS FOR THE UPCOMING YEAR'S ANNUAL INCENTIVE PLAN. THE COMMITTEE REVIEWS AND RECOMMENDS SALARY AND INCENTIVE AWARDS FOR THE CEO TO THE EXECUTIVE COMMITTEE OF THE BOARD FOR APPROVAL WHICH IS THEN SENT TO THE BOARD OF DIRECTORS FOR APPROVAL. FORM 990, PAGE 6, PART VI, LINE 15B PROCESS: UNITED WAY'S EXECUTIVE COMPENSATION PROGRAM IS ADMINISTERED BY THE HUMAN RESOURCES COMMITTEE OF THE BOARD OF DIRECTORS. THE HUMAN RESOURCES COMMITTEE IS RESPONSIBLE FOR ESTABLISHING AND MAINTAINING A COMPETITIVE COMPENSATION PROGRAM FOR THE KEY EXECUTIVES OF THE ORGANIZATION. THE COMMITTEE MEETS TO REVIEW THE COMPENSATION PROGRAM AND MAKE RECOMMENDATIONS FOR ANY CHANGES TO THE BOARD OF DIRECTORS, AS APPROPRIATE. MARKET COMPARISONS: THE HUMAN RESOURCES COMMITTEE USES OUTSIDE STUDIES OF EXECUTIVE COMPENSATION TO EVALUATE THE ORGANIZATION'S EXECUTIVE COMPENSATION PROGRAM AGAINST THE COMPETITIVE MARKET. THE EVALUATION IS REVIEWED IN THE FALL OF EACH YEAR AND IS INTENDED TO INSURE THAT THE COMPENSATION PROGRAM FALLS WITHIN A REASONABLE RANGE OF COMPETITIVE PRACTICES FOR COMPARABLE POSITIONS AMONG SIMILARLY SITUATED ORGANIZATIONS. REVIEWS: FOLLOWING THIS REVIEW, THE COMMITTEE REVIEWS AND APPROVES, FOR SELECTED KEY EXECUTIVES, BASE SALARIES AND ANNUAL INCENTIVE OPPORTUNITY ADJUSTMENTS AND OBJECTIVES AND GOALS FOR THE UPCOMING YEAR'S ANNUAL INCENTIVE PLAN. THE COMMITTEE REVIEWS AND RECOMMENDS SALARY AND INCENTIVE AWARDS FOR THE CEO TO THE EXECUTIVE COMMITTEE OF THE BOARD FOR APPROVAL WHICH IS THEN SENT TO THE BOARD OF DIRECTORS FOR APPROVAL. FORM 990, PAGE 6, PART VI, LINE 19 ALL GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST THROUGH THE PRESIDENT/CEO. THE FINANCIAL STATEMENTS AND THE 990 ARE ALSO AVAILABLE ON THE ORGANIZATION'S WEBSITE.