2017-08-08T08:49:09-04:00 2016-12-31 621551418 HARTING BISHOP & ARRENDALE PLLC 1040 WILLIAM WAY CLEVELAND TN 373124363 990 2016-01-01 620548418 UNITED WAY OF THE OCOEE REGION UNIT 4234792020 PO BOX 193 CLEVELAND TN 37364 MATT RYERSON PRESIDENT 4234792020 2017-07-25 true JANICE L HAYES P01072273 4234726543 2017-07-25 FCAFB07017455CCE723B02F87E6DA6F90F68038C FCAFB07017455CCE723B02F87E6DA6F90F68038C 2016 2021-01-29 14:40:06Z MATT RYERSON 24259648 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. 54 54 20 1607 0 2401215 4291781 35762 109678 1831138 2331144 16621 1686 4284736 6734289 2439768 2384177 0 750334 1001728 0 334831 853944 3076021 4044046 6461926 240690 272363 30831796 31461470 2434096 2751223 28397700 28710247 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 2868394 1734047 111364 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. 1069978 650130 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. 2058562 EXTREME ENERGY MAKEOVER PROJECT FUNDED BY TENNESSEE VALLEY AUTHORITY. THE PROJECT TARGETS HOMES AT LEAST TWENTY YEARS OLD WITHIN LOWER INCOME COMMUNITIES TO IMPROVE THE QUALITY OF LIFE FOR RESIDENTS/HOMEOWNERS BY INCREASING THE ENERGY EFFICIENCY AND COMFORT OF THEIR HOMES. 5996934 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 false false false false false false false false false true false false false false true false false false true 21 0 true 20 true false false false false false false false false false false X 54 54 false false false false false false false true true false false true true true true true true true true false TN X MATT RYERSON 4234792020 85 OCOEE STREET CLEVELAND TN 37311 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 MILAN BLAKE 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 MIKE CALLAWAY DIRECTOR 1.00 X 0 0 0 DR LINDA CASH DIRECTOR 1.00 X 0 0 0 NANCY CASSON DIRECTOR 1.00 X 0 0 0 BRENDA CHOATE DIRECTOR 1.00 X 0 0 0 DELITA COBB DIRECTOR 1.00 X 0 0 0 DR 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 CESAR ESCARCEGA DIRECTOR 1.00 X 0 0 0 DR BILL ESTES DIRECTOR 1.00 X 0 0 0 GARY FARLOW DIRECTOR 1.00 X 0 0 0 CAMERON FISHER DIRECTOR 1.00 X 0 0 0 DR RODNEY FITZGERALD DIRECTOR 1.00 X 0 0 0 JOE FIVAS DIRECTOR 1.00 X 0 0 0 COLEMAN FOSS DIRECTOR 1.00 X 0 0 0 MIKE GRIFFIN CHAIRMAN ELE 1.00 X X 0 0 0 DR SHANE GRIFFITH DIRECTOR 1.00 X 0 0 0 TIM HENDERSON DIRECTOR 1.00 X 0 0 0 TERRY HENRY DIRECTOR 1.00 X 0 0 0 TAYLOR HOWARD DIRECTOR 1.00 X 0 0 0 CHUCK JABALEY DIRECTOR 1.00 X 0 0 0 CAROLYN JACKSON DIRECTOR 1.00 X 0 0 0 MATT JENNE CHAIRMAN 1.00 X X 0 0 0 STEVE LEDBETTER DIRECTOR 1.00 X 0 0 0 DON LORTON DIRECTOR 1.00 X 0 0 0 PAULETTE MADSON DIRECTOR 1.00 X 0 0 0 TANYA MAZZOLINI TREASURER 1.00 X 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 DIRECTOR 1.00 X 0 0 0 VERRILL NORWOOD JR DIRECTOR 1.00 X 0 0 0 JIM NOWACK DIRECTOR 1.00 X 0 0 0 DR RUBI PORTER DIRECTOR 1.00 X 0 0 0 ART RHODES DIRECTOR 1.00 X 0 0 0 RON SELLERS DIRECTOR 1.00 X 0 0 0 DR BILL SEYMOUR DIRECTOR 1.00 X 0 0 0 RANDALL SLACK DIRECTOR 1.00 X 0 0 0 ALEX STARLING DIRECTOR 1.00 X 0 0 0 BARBARA STONE DIRECTOR 1.00 X 0 0 0 TOM TIRABASSI DIRECTOR 1.00 X 0 0 0 DR MATTHEW TOLBERT DIRECTOR 1.00 X 0 0 0 MICKEY TORBETT DIRECTOR 1.00 X 0 0 0 DONNIE UPSHAW DIRECTOR 1.00 X 0 0 0 DICKY WALTERS DIRECTOR 1.00 X 0 0 0 GABRIELE WEBER DIRECTOR 1.00 X 0 0 0 ANDY WILLIAMS DIRECTOR 1.00 X 0 0 0 NELSON WOOLDRIDGE DIRECTOR 1.00 X 0 0 0 MATT RYERSON PRESIDENT 40.00 X 99525 0 36624 99525 36624 false false false CLEARESULT PO BOX 415768 BOSTON MA 022415768 CONSTRUCTION 1940601 1 2054489 2237292 49272 4291781 DEVELOPMENT EVENTS 624200 69449 69449 VISTA PROGRAM FEES 624200 20975 20975 CENTER FOR SOCIAL IMPACT FEES 624200 19254 19254 109678 761835 761835 19008734 85934 17525359 1483375 85934 1569309 1569309 OTHER INCOME 624200 1686 1686 1686 6734289 111364 2331144 X 2384177 2384177 99525 71186 7729 20610 716282 519108 53775 143399 67963 50520 4757 12686 72817 52931 5424 14462 45141 33952 3051 8138 16015 8718 1991 5306 152764 147922 4842 2067905 2067905 74204 46435 7640 20129 104176 55513 13278 35385 29741 17859 3240 8642 31038 19258 3209 8571 18604 12752 1350 4502 26103 26103 34035 15318 5105 13612 4161 2972 324 865 PROGRAM EXPENSE 196221 196221 UNCOLLECTED PLEDGES 140542 140542 REPAIRS & MAINTENANCE 98500 48238 13708 36554 IMAGINATION LIBRARY BOOKS 45913 45913 36099 33391 738 1970 6461926 5996934 130161 334831 2219135 1379812 1545696 1688496 4747 34268 1091099 448689 413849 642410 26648369 27716484 30831796 31461470 66094 521501 2368002 2229722 2434096 2751223 X 2813816 2305007 2485991 3103544 23097893 23301696 28397700 28710247 30831796 31461470 272363 40184 X false true X true false X 2049361 2530501 2488390 2401215 4291781 13761248 2049361 2530501 2488390 2401215 4291781 13761248 552520 13208728 676659 728055 809219 778173 761835 3753941 17515189 182224 0.75410 0.71540 X PART II, LINE 10 OTHER INCOME 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 25222398 2261135 650130 584654 147922 26100827 26771083 28765 -179950 696727 536696 164077 25222398 26238693 26018 1739196 757171 302648 173005 26771083 23417139 17575 3589452 587425 122725 151782 26162234 21371611 93546 2612411 461831 57731 140867 23417139 0.11000 0.89000 false true true 43735 43735 876048 397006 479042 171316 51683 119633 642410 6644452 40184 22743 62927 6581525 152764 152764 6734289 6331905 22743 22743 6309162 152764 152764 6461926 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. true AMERICAN RED CROSS 304 20TH ST SE PO BOX 2314 CLEVELAND TN 37320 3 99000 PARTNER AGENCY BIRTH DEFECTS CENTER 975 EAST THIRD ST CHATTANOOGA TN 37403 3 16900 PARTNER AGENCY BOY SCOUTS OF AMERICA CHEROKEE COUNCIL 6031 LEE HIGHWAY CHATTANOOGA TN 37421 3 119000 PARTNER AGENCY BOYS & GIRLS CLUB OF THE OCOEE REGION 385 THIRD STREET CLEVELAND TN 37311 3 39600 BOYS & GIRLS CLUBS OF THE OCOEE REGION PO BOX 1511 CLEVELAND TN 37364 3 461347 PARTNER AGENCY BRADCLEV COMMUNITY SERVICES PO BOX 329 CLEVELAND TN 37364 3 26802 CENTERSTONE 1101 SIXTH AVE NORTH NASHVILLE TN 37208 3 12000 CLEVELAND BRADLEY REGIONAL MUSEUM MUSEUM CENTER 5IVE POINTS 200 INMAN ST CLEVELAND TN 37311 3 9300 CLEVELAND EMERGENCY SHELTER PO BOX 3297 CLEVELAND TN 37320 3 117146 PARTNER AGENCY CLEVELAND FAMILY YMCA 220 URBANE ROAD CLEVELAND TN 37312 3 185500 PARTNER AGENCY CLEVELAND FAMILY YMCA 220 URBANE ROAD CLEVELAND TN 37312 3 28600 COMMITTEE ON AGING PO BOX 3297 CLEVELAND TN 37320 3 20000 PARTNER AGENCY COURT APPOINTED SPECIAL ADV 170 N OCOEE STREET SUITE 302A CLEVELAND TN 37311 3 43000 PARTNER AGENCY FAMILY CORNERSTONE 2810 WESTSIDE DR NW SUITE E CLEVELAND TN 37320 3 30000 FAMILY PROMISE 1110 NORMAN CHAPEL RD CLEVELAND TN 37312 3 8285 FAMILY VIOLENCE SHELTER FAMILY RESOURCE AGENCY 3680 MICHIGAN AVE RD CLEVELAND TN 37323 3 84746 PARTNER AGENCY FCA 85 OCOEE STREET CLEVELAND TN 37311 3 24000 FOUNDATION HOUSE MINISTRIES PO BOX 6056 CLEVELAND TN 37320 3 10531 GIRLS ON THE RUN SE TN 2660 HARRISON PIKE CLEVELAND TN 37311 3 35000 HOPE CENTER 2600 EXECUTIVE PARK NW CLEVELAND TN 37312 3 40000 KARIS DENTAL CLINIC 214 BROAD STREET SW CLEVELAND TN 37311 3 20000 KARIS DENTAL CLINIC 214 BROAD STREET SW CLEVELAND TN 37311 3 384467 LEGAL AID OF EAST TN 535 CHESTNUT ST 360 CHATTANOOGA TN 37402 3 60000 PARTNER AGENCY LUDIC LEE UNIVERSITY 1120 NORTH OCOEE STREET CLEVELAND TN 37311 3 45000 PARTNER AGENCY OCOEE OUTREACH 2707 N OCOEE STREET CLEVELAND TN 37312 3 25000 REFUGE COMMUNITY CENTER PO BOX 2553 CLEVELAND TN 37320 3 75760 REFUGE COMMUNITY CENTER PO BOX 2553 CLEVELAND TN 37320 3 31400 RONALD MCDONALD TELEMEDS 200 CENTRAL AVENUE CHATTANOOGA TN 37402 3 86778 THE CARING PLACE NEIGHBORS IN NEED PO BOX 5334 CLEVELAND TN 37320 3 128180 PARTNER AGENCY THE CARING PLACE 130 WILDWOOD AVE CLEVELAND TN 37311 3 45000 HABITAT FOR HUMANITY 300 GROVE AVE SW CLEVELAND TN 37311 3 50000 41 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 2 30071 FMV X SUPPLIES 2 19201 FMV false true false 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 97,398 0 0 211 SERVICE 29,906 0 0 TVA CONTRACTORS 1,940,601 0 0 TOTAL 2,067,905 0 0 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