2016-10-26T16:33:46-05:00 2016-06-30 620713250 KRAFTCPAS PLLC 555 GREAT CIRCLE ROAD NASHVILLE TN 37228 990 2015-07-01 311510208 UNITED WAY OF SUMNER COUNTY UNIT 6154618371 1531 HUNT CLUB BLVD NO 110 GALLATIN TN 37066 DANA GIVEN PRESIDENT & CHIEF EXECUTIVE OFFICER 6154618371 2016-10-26 1 FRANCES E LEAHY P00713593 6152427351 2016-10-26 2015 2017-02-10 21:41:12Z DANA GIVEN 1531 HUNT CLUB BLVD NO 110 GALLATIN TN 37066 943886 0 X WWW.UNITEDWAYSUMNER.ORG X 1985 TN TO DEPLOY FINANCIAL SUPPORT TO THE COMMUNITY'S HEALTH, WELFARE AND EDUCATIONAL AGENCIES IN ORDER TO MAXIMIZE THE RESOURCES AVAILABLE FOR SERVICES AIMED AT THE MOST URGENT NEEDS OF THE COMMUNITY AND TO MUSTER COMMUNITY SUPPORT AND COMMITMENT. 22 22 5 362 0 0 867376 866186 8180 5546 1182 955 47484 54310 924222 926997 604745 631620 0 0 228516 218753 0 0 123787 97629 91135 930890 941508 -6668 -14511 671204 676861 595276 615444 75928 61417 TO DEPLOY FINANCIAL SUPPORT TO THE COMMUNITY'S HEALTH, WELFARE AND EDUCATIONAL AGENCIES IN ORDER TO MAXIMIZE THE RESOURCES AVAILABLE FOR SERVICES AIMED AT THE MOST URGENT NEEDS OF THE COMMUNITY AND TO MUSTER COMMUNITY SUPPORT AND COMMITMENT. 0 0 649940 631620 5546 THE ORGANIZATION IS COMMITTED TO DEPLOY FINANCIAL SUPPORT TO AGENCIES, TO MAXIMIZE RESOURCES AVAILABLE FOR SERVICES AIMED AT THE MOST URGENT NEEDS OF THE COMMUNITY, TO MUSTER COMMUNITY SUPPORT AND COMMITMENT AND TO MANAGE ITS OPERATION EFFECTIVELY. A CAMPAIGN IS HELD ANNUALLY FOR CONTRIBUTIONS FROM DONORS IN SUMNER COUNTY WHICH ARE THEN ALLOCATED AS SUPPORT TO PARTNER AGENCIES BASED ON THE RECOMMENDATION OF A VOLUNTEER ALLOCATION COMMITTEE. 89307 COMMUNITY BUILDING: QUARTERLY DAYS OF ACTION THAT PROVIDES A MEANINGFUL HANDS-ON VOLUNTEER EXPERIENCE WHILE GIVING A FIRST-HAND LOOK AT THE DIFFERENCE UNITED WAY OF SUMNER COUNTY IS MAKING RIGHT HERE AT HOME. DAYS OF ACTION INCLUDE STUFF THE BUS, COAT DRIVE AND DAYS OF CARING. WHETHER CONTRIBUTING TO COLLECTION DRIVES FOR WINTER COATS, OR SCHOOL SUPPLIES, OR SERVING AS A VOLUNTEER TO MAKE THESE EVENTS HAPPEN, PARTICIPATING IN DAYS OF ACTION IS A GREAT WAY YOU CAN IMPROVE THE LIVES OF OTHERS. 739247 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 5 1 0 0 0 0 0 0 0 0 0 0 X 22 22 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 TN X X DANA GIVEN 6154618371 1531 HUNT CLUB BLVD 110 GALLATIN TN 37066 DON AMES DIRECTOR 0.50 X 0 0 0 REGINA BARTLETT IMMEDIATE PAST CHAIR 0.50 X X 0 0 0 JUD BROOME DIRECTOR 0.50 X 0 0 0 ROBERT KLEIN DIRECTOR 0.50 X 0 0 0 LEISA BYARS CHAIR-ELECT 0.50 X X 0 0 0 LAURA RIVERA DIRECTOR 0.50 X 0 0 0 CURTIS DANIELS DIRECTOR 0.50 X 0 0 0 BETTY HILGADIACK DIRECTOR 0.50 X 0 0 0 PAT GIZELAR DIRECTOR 0.50 X 0 0 0 DR DEL PHILLIPS DIRECTOR 0.50 X 0 0 0 JAN BRAUN DIRECTOR 0.50 X 0 0 0 DANA SWINEA TREASURER 0.70 X X 0 0 0 MARK LOWHORN DIRECTOR 0.50 X 0 0 0 MICHELE OWENS DIRECTOR 0.50 X 0 0 0 RICHARD POLKA DIRECTOR 0.50 X 0 0 0 TERI SCHWEIGER DIRECTOR 0.50 X 0 0 0 MARK BRISTOL DIRECTOR (UNTIL 8/15) 0.50 X 0 0 0 TINA DAVIS DIRECTOR 0.50 X 0 0 0 JUSTIN FONTENOT SECRETARY 0.50 X X 0 0 0 JOHNNY GARRETT BOARD CHAIR 1.00 X X 0 0 0 DR CHAD SWAN DIRECTOR 0.50 X 0 0 0 JOE THOMPSON DIRECTOR (UNTIL 10/15) 0.50 X 0 0 0 REV ALLEN WELLER DIRECTOR 0.50 X 0 0 0 MARK WALKER DIRECTOR 0.50 X 0 0 0 DANA GIVEN PRESIDENT & CEO 60.00 X 61367 0 6672 61367 0 6672 0 0 0 0 0 800169 54321 11696 1755 866186 SERVICE FEES 900099 5546 5546 5546 955 955 71199 16889 54310 54310 926997 5546 0 55265 631620 631620 68499 27400 34249 6850 117920 34599 17663 65658 18457 5610 3404 9443 13877 4579 3747 5551 5103 1684 1378 2041 9200 3036 2484 3680 6214 6214 4038 1333 1090 1615 22396 7391 6047 8958 3287 724 566 1997 974 204 255 515 11696 3860 3158 4678 1292 439 336 517 7655 2526 2067 3062 DAYS OF ACTION: STUFF T 7749 7749 MAINTENANCE, EQUIPMENT 7519 2481 2030 3008 DAYS OF ACTION: COMMUNI 3887 3887 DAYS OF ACTION: COAT DR 69 69 56 56 941508 739247 78474 123787 157216 138712 172901 173655 333610 358222 1364 1451 23005 19384 4913 3621 1200 1200 671204 676861 4208 560 591068 614884 595276 615444 X 55508 41047 20420 20370 75928 61417 671204 676861 -14511 0 X X 0 1 X 1 0 X 773547 934896 869036 867376 866186 4311041 773547 934896 869036 867376 866186 4311041 264013 4047028 1349 1268 2305 1182 955 7059 17478 30652 45160 47484 54310 195084 2924 2684 8180 5546 19334 4532518 0.89290 0.99240 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2434 2434 0 10657 7037 3620 9914 9913 1 3621 ACCRUED VACATION 9519 ALLOCATION TO AGENCIES 605365 614884 X 886693 64684 -104988 -40304 926997 0 926997 901204 64684 -104988 -40304 941508 0 941508 PART X, LINE 2: MANAGEMENT PERFORMS AN EVALUATION OF ALL INCOME TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE COURSE OF PREPARING THE ORGANIZATION'S INCOME TAX RETURN TO DETERMINE WHETHER THE INCOME TAX POSITIONS MEET A "MORE LIKELY THAN NOT" STANDARD OF BEING SUSTAINED UNDER EXAMINATION BY THE APPLICABLE TAXING AUTHORITIES. MANAGEMENT HAS PERFORMED ITS EVALUATION OF ALL INCOME TAX POSITIONS TAKEN ON ALL OPEN INCOME TAX RETURNS AND HAS DETERMINED THAT THERE WERE NO POSITIONS TAKEN THAT DO NOT MEET THE "MORE LIKELY THAN NOT" STANDARD. ACCORDINGLY, THERE WERE NO PROVISIONS FOR INCOME TAXES, PENALTIES OR INTEREST RECEIVABLE OR PAYABLE RELATING TO UNCERTAIN INCOME TAX POSITIONS IN THE ACCOMPANYING FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIFIC DONOR DESIGNATED INCOME -104,988. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIFIC DONOR DESIGNATED INCOME -104,988. BOOTS & BLING 43352 43352 2800 4050 2422 GOLF SCRAMBLE 27847 27847 753 4185 2332 347 71199 71199 753 6985 6382 2769 16889 54310 0 GALLATIN SHALOM ZONE 600 SMALL STREET GALLATIN TN 37066 621800512 501 (C ) (3) 11000 ACHIEVEMENT IN THE MAKING PROGRAM ASHLEY'S PLACE (SUMNER CHILD ADVOCACY CENTER) 315 W SMITH STREET GALLATIN TN 37066 621793484 501 (C ) (3) 17500 ROAD TO HEALING PROGRAM COMMUNITY CHILDCARE CENTER 182 EXECUTIVE PARK DRIVE HENDERSONVILLE TN 37075 581788663 501 (C ) (3) 30000 SUPPLEMENTAL FUNDING FOR OPERATIONS OF LOW-INCOME CHILDCARE FACILITY AND FUNDING FOR IMPROVEMENTS NEEDED TO REGAIN 3 STAR STATUS CUMBERLAND CRISIS PREGNANCY CENTER PO BOX 1037 HENDERSONVILLE TN 37075 581705496 501 (C ) (3) 40000 CONFIDENTAL COUNSELING AND SERVICES TO WOMEN AND FAMILIES INVOLVED IN CRISIS PREGANCIES, AND THE SEXUAL RISK AVOIDANCE PROGRAM FOR SUMNER COUNTY TEENS. DECISIONS CHOICES & OPTIONS INC 1072 MANSKER FARMS BOULEVARD HENDERSONVILLE TN 37075 270686037 501 (C ) (3) 6000 PROVIDE EDUCATION PROGRAMS AND PRESENTATIONS REGARDING TEEN PREGNANCY FOR PUBLIC SCHOOLS IN SUMNER COUNTY GALLATIN DAY CARE CENTER 108 SOUTHPARK CIRCLE GALLATIN TN 37066 626085831 501 (C ) (3) 50000 SUPPLEMENTAL FUNDING FOR OPERATIONS OF LOW-INCOME CHILDCARE FACILITY GALLATIN SENIOR CITIZEN'S CENTER 200 EAST FRANKLIN STREET GALLATIN TN 37076 621012538 501 (C ) (3) 11000 SENIOR CITIZEN'S HEALTH PROGRAMS GOOD NEIGHBOR MISSION 600 SMALL STREET SUITE 101 GALLATIN TN 37066 581538029 501 (C ) (3) 37000 SHELTER FOR HOMELESS FAMILIES HENDERSONVILLE SAMARTIN ASSOCIATION 116 DUNN STREET HENDERSONVILLE TN 37075 621586362 501 (C ) (3) 15000 EMERGENCY ASSISTANCE TO SUMNER COUNTY FAMILIES HOMESAFE 311 S WATER AVENUE GALLATIN TN 37066 581575248 501 (C ) (3) 18000 OUTREACH TO TEENS AND DIRECT SERVICES TO VICTIMS OF DOMESTIC VIOLENCE IN SUMNER COUNTY STARS 1704 CHARLOTTE AVENUE SUITE 200 NASHVILLE TN 37203 621285699 501 (C ) (3) 62000 KIDS ON THE BLOCK PROGRAM AND STUDENT ASSISTANCE PROGRAM FOR STUDENTS IN SUMNER COUNTY LEGAL AID SOCIETY 300 DEADRICK STREET NASHVILLE TN 37201 620800756 501 (C ) (3) 13500 FREE CIVIL LEGAL SERVICES FOR SUMNER COUNTY RESIDENTS LITERACY COUNCIL OF SUMNER COUNTY 108 NOKES DRIVE HENDERSONVILLE TN 37075 581559444 501 (C ) (3) 10000 LITERACY PROGRAMS FOR STUDENTS IN SUMNER COUNTY MENTAL HEALTH AMERICA OF MIDDLE TENNESSEE 446 METROPLEX DRIVE SUITE A-224 NASHVILLE TN 37211 620637710 501 (C ) (3) 7000 ALZHEIMER'S AND AGING PROGRAM MID-CUMBERLAND HUMAN RESOURCE AGENCY 1101 KERMIT DRIVE SUITE 300 NASHVILLE TN 37217 620923487 501 (C ) (3) 40000 HOMEMAKER PROGRAM, LONG-TERM CARE OMBUDSMAN PROGRAM AND MEALS-ON-WHEELS AND SENIOR DINING PROGRAM IN SUMNER COUNTY NURSES FOR NEWBORNS 50 VANTAGE WAY SUITE 105 NASHVILLE TN 37288 431601329 501 (C ) (3) 9500 NURSE HOME VISITS TO SUMNER COUNTY CLIENTS PORTLAND CARES 617 HWY 52E PORTLAND TN 37148 621528140 501 (C ) (3) 40000 PROVIDE FOOD AND MONETARY RELIEF FOR THOSE IN FINANCIAL CRISIS THE PORTLAND SENIOR CITIZENS INC 114 MAIN STREET PORTLAND TN 37148 621577102 501 (C ) (3) 9000 RECREATIONAL ACTIVITIES AND HEALTH SCREENINGS FOR SENIOR CITIZENS HATS 545 AIRPORT ROAD GALLATIN TN 37066 621047136 501 (C ) (3) 20000 RAINBOW EARLY INTERVENTION PROGRAM SALVUS CENTER 556 HARTSVILLE PIKE GALLATIN TN 37066 202278505 501 (C ) (3) 20000 PRIMARY MEDICAL AND DENTAL CARE FOR UNINSURED RESIDENTS OF SUMNER COUNTY SENIOR CITIZENS OF HENDERSONVILLE INC 157 IMPERIAL BLVD HENDERSONVILLE TN 37075 581846241 501 (C ) (3) 13500 NUTRITION AND HEALTH AND WELLNESS PROGRAMS FOR SENIOR CITIZENS SUMNER COUNTY 4-H 658 HARTSVILLE PIKE GALLATIN TN 37066 626001636 501 (C ) (3) 8000 YOUTH LEADERSHIP AND CITIZENSHIP PROGRAMS SUMNER COUNTY CASA 182 WEST FRANKLIN STREET GALLATIN TN 37066 621465336 501 (C ) (3) 26000 VOLUNTEER ADVOCATES PROGRAM SUMNER COUNTY ADULT EDUCATION ADVISORY COUNCIL 1480 NASHVILLE PIKE GALLATIN TN 37066 582031862 501 (C ) (3) 5000 PROVIDE LITERACY TRAINING AND HIST/GED PREPARATION ST VINCENT DE PAUL SOCIETY 449 NORTH WATER AVENUE GALLATIN TN 37066 272197561 501 (C ) (3) 25000 EMERGENCY ASSISTANCE TO LOW INCOME FAMILIES AMAZING GRACE MINISTRIES 1037 PARK STREET PO BOX 164 WESTMORELAND TN 371860164 621768690 501 (C ) (3) 28000 WESTMORELAND FOOD BANK UNITED WAY OF METROPOLITAN NASHVILLE 250 VENTURE CIRCLE NASHVILLE TN 37228 620533104 501 (C ) (3) 10204 DONOR DESIGNATIONS FOR CHARITABLE PURPOSES OF THE ORGANIZATION AND 211 HOTLINE 27 0 PART I, LINE 2: THE EXECUTIVE ALLOCATIONS COMMITTEE REVIEWS OUTCOMES OF ALL AGENCIES RECEIVING GRANT FUNDING FROM UWSC ON A SEMI-ANNUAL BASIS (IN JUNE AND JANUARY OF EACH YEAR) TO ENSURE THAT GRANT FUNDS ARE BEING USED IN ACCORDANCE WITH THE GRANT AGREEMENT. ADDITIONALLY, DURING THE GRANT AWARDS PROCESS EACH YEAR, THE PREVIOUS YEAR'S OUTCOMES ARE REVIEWED BY ALLOCATIONS VOLUNTEERS TO ENSURE COMPLIANCE WITH THE PURPOSE AND NATURE OF THE GRANT AWARDED BY UWSC. FORM 990, PART VI, SECTION B, LINE 11 REVIEWED BY KEY OFFICERS AND DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C EVALUATED BY MANAGEMENT AND APPLICABLE BOARD OFFICIALS. FORM 990, PART VI, SECTION B, LINE 15 CEO COMPENSATION REVIEWED AND DETERMINED ANNUALLY IN ACCORDANCE WITH BYLAWS BY THE EXECUTIVE COMMITTEE USING APPLICABLE DATA AND PERFORMANCE EVALUATION. OFFICERS COMPENSATION DETERMINED BY MANAGEMENT IN CONJUNCTION WITH EXECUTIVE COMMITTEE AND BOARD WHEN APPLICABLE. FORM 990, PART VI, SECTION C, LINE 19 COMPLIANCE DOCUMENTS AVAILABLE ON AGENCY WEBSITE. FORM 990, PART XII, LINE 2C: PROCESS HAS NOT CHANGED FROM PRIOR YEAR.