2015-04-04T08:12:18-05:00 2014-12-31 621651321 INGRAM OVERHOLT & BEAN PC 428 MARILYN LANE ALCOA TN 37701 990 2014-01-01 237122193 UNITED WAY OF BLOUNT COUNTY UNIT 8659822251 1615 EAST BROADWAY MARYVILLE TN 37804 JENNIFER WACKERHAGEN PRESIDENT/CEO 8659822251 2015-03-18 true KAREN E EDWARDS P00599908 8659841040 2015-03-30 2014 2016-02-25 16:41:14Z JENNIFER WACKERHAGEN 1615 E BROADWAY AVE MARYVILLE TN 37804 2175139 false X WWW.LIVEUNITEDBLOUNT.ORG X 1954 TN TO IMPROVE THE LIVES OF RESIDENTS IN BLOUNT COUNTY, TN, BY MOBILIZING RESOURCES-VOLUNTEERS, DONATIONS AND COLLABORATIONS-TO ENHANCE LOCAL PROGRAMS IN THE AREAS OF HEALTH, EDUCATION AND SELF-SUFFICIENCY. 26 26 7 947 -689 1994053 1943861 0 3167 3030 46932 150369 2044152 2097260 1390787 1456680 0 261091 313391 0 166101 202831 216089 1854709 1986160 189443 111100 4203628 4167806 166817 19895 4036811 4147911 TO IMPROVE THE LIVES OF RESIDENTS IN BLOUNT COUNTY, TN, BY MOBILIZING RESOURCES-VOLUNTEERS, DONATIONS AND COLLABORATIONS-TO ENHANCE LOCAL PROGRAMS IN THE AREAS OF HEALTH, EDUCATION AND SELF-SUFFICIENCY. false false 1732203 1456680 PROVIDES FINANCIAL RESOURCES TO NON-PROFITS SERVING THE PEOPLE OF BLOUNT COUNTY, TN, WITH SPECIFIC FOCUS ON PROGRAMS IN THE AREAS OF HEALTH, EDUCATION, AND SELF SUFFICIENCY. ADDITIONALLY, TECHNICAL ASSISTANCE IS OFFERED TO THE NON-PROFIT COMMUNITY IN THE AREAS OF BUSINESS MANAGEMENT, OUTCOME EVALUATION, ASSET BUILDING, RESOURCE AND REFERRAL, GRANT WRITING AND FUND DEVELOPMENT. EDUCATION RESOURCES AND FORUMS ARE ALSO AVAILABLE TO PARENTS, GRANDPARENTS AND OTHER CHILD CAREGIVERS TO PROMOTE THE HEALTHY DEVELOPMENT OF YOUNG CHILDREN. 1732203 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 1 0 7 true false false false false false false X 26 26 false false false false false false false true true false false true true true true true true true true false TN X X SHAYNNE PALMER 8659822251 1615 E BROADWAY MARYVILLE TN 37804 X DR CATHY HAMMON DIRECTOR AT 1.00 X X 0 0 0 JOHN HINKLE BOARD MEMBER 1.00 X 0 0 0 KEN COOPER PAST CHAIR 1.00 X X 0 0 0 STEPHEN DAVES BOARD MEMBER 1.00 X 0 0 0 TOM HATCHER BOARD MEMBER 1.00 X 0 0 0 MIKE HONEYCUTT BOARD MEMBER 1.00 X 0 0 0 CHRISTY NEWMAN CHAIR ELECT 1.00 X X 0 0 0 CARL ESPOSITO BOARD MEMBER 1.00 X 0 0 0 MICHAEL HEARON CHAIR 1.00 X X 0 0 0 SHERRI GARDNER HOWELL BOARD MEMBER 1.00 X 0 0 0 MATT WEBB BOARD MEMBER 1.00 X 0 0 0 ROB BRITT BOARD MEMBER 1.00 X 0 0 0 BILL EANES BOARD MEMBER 1.00 X 0 0 0 MIKE FLYNN BOARD MEMBER 1.00 X 0 0 0 RON GERMAN BOARD MEMBER 1.00 X 0 0 0 DR WILLIAM T BOGART DIRECTOR AT 1.00 X X 0 0 0 TONI MILLER BOARD MEMBER 1.00 X 0 0 0 KEELI BOYCE BOARD MEMBER 1.00 X 0 0 0 JONATHAN BARKER TREASURER 1.00 X X 0 0 0 JENNIFER WACKERHAGEN PRESIDENT & 1.00 X X 0 0 0 JANE TOLHURST CAMPAIGN CHA 1.00 X X 0 0 0 SIMON DEVENTE BOARD MEMBER 1.00 X 0 0 0 HOLLY BURKETT BOARD MEMBER 1.00 X 0 0 0 REGINA JENNINGS DIRECTOR AT 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 false false false 1943861 54433 1943861 3030 3030 77190 77879 -689 -689 -689 150238 150238 150238 MISCELLANEOUS INCOME 820 820 820 2097260 820 -689 153268 1456680 1456680 251324 138228 50265 62831 43021 23662 8604 10755 19046 10475 3809 4762 4272 2350 854 1068 69349 27603 41746 9495 5222 1899 2374 3900 2145 780 975 6399 3519 1280 1600 29776 16375 5956 7445 DUES 20828 11455 4166 5207 MAINTENANCE AND REPAIRS 13462 7404 2692 3366 MEETING SPONSORS EXPENSE 11497 6323 5174 CAMPAIGN SUPPLIES 9359 9359 37752 20762 7551 9439 1986160 1732203 87856 166101 876677 773089 85280 85280 1643563 1762786 2084679 538028 1598108 1546651 4203628 4167806 12217 19895 154600 166817 19895 X 2787219 2877289 1249592 1270622 4036811 4147911 4203628 4167806 111100 X false true X true false X 1958866 1998632 1916945 1994053 2016220 9884716 1958866 1998632 1916945 1994053 2016220 9884716 716068 9168648 4707 6641 3994 3167 3030 21539 60871 86667 77190 224728 74967 3437 46932 820 126156 10257139 820 0.89390 0.91400 X PART II, LINE 10 TAX REFUND 3,453 CYPRES FUND 702 REFUND-UNITED WAY WORLDWIDE 1,007 INSURANCE PROCEEDS 71,598 MISCELLANEOUS 49,396 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 203535 203535 1881144 538028 1343116 1546651 2078099 2078099 19161 19161 2097260 1966999 1966999 19161 19161 1986160 SCHEDULE D, PAGE 4, PART XI, LINE 4B FUNDRAISING EXPENSES NETTED WITH FUNDRAISING INCOME 19,161 SCHEDULE D, PAGE 4, PART XII, LINE 4B FUNDRAISING EXPENSES NETTED WITH FUNDRAISING INCOME 19,161 SCHEDULE D, PAGE 4, PART XIII COMPENSATION INFORMATION IDENTIFIED ON OFFICER COMPENSATION IN PRIOR YEAR RETURNS (FORM 990, SECTION VII). PRESIDENT & CEO COMPENSATION FALLS BELOW THE DISCLOSURE LIMIT, THEREFORE THE BOARD HAS ELECTED TO OMIT GOING FORWARD. VARIOUS EVENTS 150238 150238 150238 150238 150238 true ADULT EDUCATION FOUNDATION OF BLOUN PO BOX 5432 1500 JETT RD MARYVILLE TN 37802 621260718 501 26000 ADULT ED./GED & ESL ALLOC-OTHER COUNTIES & UNITED WAYS 1615 EAST BROADWAY MARYVILLE TN 37804 157934 AMERICAN RED CROSS PO BOX 491741 TRIANGLE PARK DRIVE MARYVILLE TN 37802 626000052 501 85216 DISASTER/EMG RELIEF BIG BROTHERSBIG SISTER OF EAST TN 119 W SUMMIT HILL DRIVE SUITE 101 KNOXVILLE TN 37902 620842531 501 16000 MENT PROG/CHILDREN BLOUNT CO HABITAT FOR HUMANITY 1017 HAMPSHIRE DRIVE MARYVILLE TN 37801 621504881 501 48410 FIN EDUC/AT RSK FAM BLOUNT COUNTY COMM ACTION AGCY 3905 TUCKALEECHEE PIKE MARYVILLE TN 37803 621561673 501 40000 COMMUNITY SERVICES BOY SCOUTS OF AMERICA PO BOX 51885 KNOXVILLE TN 37950 620476811 501 19000 LDRSHIP EDU FOR BOYS BOYS & GIRLS CLUBS OF BLOUNT COUNTY 520 SOUTH WASHINGTON ST MARYVILLE TN 37804 620475743 501 182563 AFTER SCHOOL CARE E TN CHILDREN'S HOSPITAL REHAB 1025 CHILDRENS WAY KNOXVILLE TN 37922 620574524 501 5753 TRMT CHILRN/SP NEEDS EPILEPSY FDTN OF EAST TN PO BOX 3156 1715 MAGNOLIA AVE KNOXVILLE TN 37917 581328013 501 15000 ED&SPPT/W/ EPILEPSY EAST TN KIDNEY FOUNDATION PO BOX 22072 KNOXVILLE TN 37933 620886595 501 30000 SPPT/KIDNEY DISORDER EAST TN TECHNOLOGY ACCESS CNT 116 CHILDRESS ST KNOXVILLE TN 37920 581830378 501 27000 AST TECH/PHYS DISABL FAMILY PROMISE OF BLOUNT COUNTY PO BOX 4457 1633 LOUISVILLE RD ALCOA TN 37701 261457703 501 25000 HOMELESS FAM SPPT GATE-GATEWAY TO INDEPENDENCE PO BOX 6023 MARYVILLE TN 37802 861084910 501 8000 CARE FOR HANDCAPPD GIRL SCOUT COUNCILSTHRN APPLACHIAN 1567 DOWNTOWN WEST BLVD KNOXVILLE TN 37919 620518287 501 36683 LDSHP TRAINING/GIRLS GOOD NEIGHBORS 1021 HAMPSHIRE DRIVE MARYVILLE TN 37801 621634594 501 17500 FIN SPPT/FAM CRISIS HAVEN HOUSE PO BOX 134 ALCOA TN 37701 581534034 501 122088 DOM VIOLENCE SHELTER HELEN ROSS MCNABB CENTER 201 W SPRINGDALE AVE KNOXVILLE TN 37917 620548914 501 209712 SPPT FAM/AT RSK CHLD LEGAL AID OF EAST TN 502 GAY ST SUITE 404 KNOXVILLE TN 37902 589132803 501 64280 ADV FOR IND AT RISK LTVEC-BIRTH TO THREE PROGRAM 422 ELLIS ST MARYVILLE TN 37804 620859642 501 50000 EARLY ED/SP NDS CHDR KIWANIS (IMAGINATION LIBRARY) 576 FOOTHILLS PLAZA DR PMB 154 MARYVILLE TN 37801 621790735 501 5900 IMAG LIB LITERACY PR NEW HOPE CHILDREN'S ADVOCACY CENTER 212 CATES ST MARYVILLE TN 37801 621806067 501 15000 SPPT/ABUSED CHDREN SECOND HARVEST FOOD BANK 136 HARVEST LN MARYVILLE TN 37801 581450139 501 22851 SPPT/FOOD PANTRY SENIOR CITIZENS HOME ASSISTANCE 386 HIGH ST MARYVILLE TN 37801 620809589 501 50000 SPPT/HME BOUND SEN THE FLORENCE CRITTENTON AGENCY 1531 DICK LONAS ROAD KNOXVILLE TN 37909 626044288 501 16000 RES TRMT/AT RSK GIRL TN REHAB CENTER AT MARYVILLE 1749 TRIANGLE PARK MARYVILLE TN 37801 620578061 170 15720 ADULT JOB SKILLS TRINITY HEALTH MINISTRIES 1127 E LAMAR ALEXANDER PKWY MARYVILLE TN 37804 203113032 501 33000 FREE DENTAL CARE VARIOUS AGENCIES 110757 29 X MULTI-MEDIA 6 54433 FAIR MARKET VALUE false false false 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. FORM 990, PART XI, LINE 9 FUNDRAISING EXPENSES NETTED WITH FUNDRAISING INCOME -19,161 FUNDRAISING EXPENSES NETTED WITH FUNDRAISING INCOME 19,161