UNITED WAY OF SUMNER COUNTY: Form 990, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
UNITED WAY OF SUMNER COUNTY (EIN 31-1510208)
Tax period
2014-07-01 to 2015-06-30
Filed
2015-11-13
IRS object ID
201513179349302601
Schema version
2014v5.0
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

FieldValueIRS element (for citing)
Return2015-11-13T09:33:34-06:00ReturnTs
Tax Period End2015-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN620713250PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KRAFTCPAS PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1555 GREAT CIRCLE ROADAddressLine1Txt
CityNASHVILLECityNm
State AbbreviationTNStateAbbreviationCd
ZIP37228ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2014-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN311510208EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1UNITED WAY OF SUMNER COUNTYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlUNITBusinessNameControlTxt
Phone6154618371PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11531 HUNT CLUB BLVD NO 110AddressLine1Txt
CityGALLATINCityNm
State AbbreviationTNStateAbbreviationCd
ZIP37066ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDANA GIVENPersonNm
Person TitlePRESIDENT & CHIEF EXECUTIVE OFFICERPersonTitleTxt
Phone6154618371PhoneNum
Signature2015-11-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonFRANCES E LEAHYPreparerPersonNm
PTINP00713593PTIN
Phone6152427351PhoneNum
Preparation2015-11-12PreparationDt
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-03-07 17:11:31ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerDANA GIVENPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11531 HUNT CLUB BLVD NO 110AddressLine1Txt
CityGALLATINCityNm
State AbbreviationTNStateAbbreviationCd
ZIP37066ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$941,114GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.UNITEDWAYSUMNER.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1985FormationYr
Legal Domicile StateTNLegalDomicileStateCd
Activity Or MissionTO 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.ActivityOrMissionDesc
Voting Members Governing Body24VotingMembersGoverningBodyCnt
Voting Members Independent24VotingMembersIndependentCnt
Total Employee6TotalEmployeeCnt
Total Volunteers317TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$913,212PYContributionsGrantsAmt
CY Contributions Grants$867,376CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$8,180CYProgramServiceRevenueAmt
PY Investment Income$2,305PYInvestmentIncomeAmt
CY Investment Income$1,182CYInvestmentIncomeAmt
PY Other Revenue$33,976PYOtherRevenueAmt
CY Other Revenue$47,484CYOtherRevenueAmt
PY Total Revenue$949,493PYTotalRevenueAmt
CY Total Revenue$924,222CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$604,745CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$508,310PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$227,301PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$228,516CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$137,365CYTotalFundraisingExpenseAmt
PY Other Expenses$242,133PYOtherExpensesAmt
CY Other Expenses$97,629CYOtherExpensesAmt
PY Total Expenses$977,744PYTotalExpensesAmt
CY Total Expenses$930,890CYTotalExpensesAmt
PY Revenues Less Expenses-$28,251PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$6,668CYRevenuesLessExpensesAmt
Total Assets BOY$600,532TotalAssetsBOYAmt
Total Assets EOY$671,204TotalAssetsEOYAmt
Total Liabilities BOY$517,936TotalLiabilitiesBOYAmt
Total Liabilities EOY$595,276TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$82,596NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$75,928NetAssetsOrFundBalancesEOYAmt
MissionTO 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.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$621,165ExpenseAmt
Grant$604,745GrantAmt
Revenue$8,180RevenueAmt
DescTHE 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.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$92,831ExpenseAmt
Revenue$0RevenueAmt
DescCOMMUNITY 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, FOOD DRIVE AND DAYS OF CARING. WHETHER CONTRIBUTING TO COLLECTION DRIVES FOR WINTER COATS, SCHOOL SUPPLIES, OR NON-PERISHABLE FOOD ITEMS, 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.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$713,996TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee6EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members24GoverningBodyVotingMembersCnt
Independent Voting Member24IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldTNStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Other WebsiteYes (X)OtherWebsiteInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DANA GIVENBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6154618371PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11531 HUNT CLUB BLVD 110AddressLine1Txt
CityGALLATINCityNm
State AbbreviationTNStateAbbreviationCd
ZIP37066ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (25 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
DON AMES
DIRECTOR0.50Yes (X)$0$0$0
REGINA BARTLETT
CHAIRMAN1.20Yes (X)$0$0$0Yes (X)
JUD BROOME
IMMEDIATE PAST CHAIR0.50Yes (X)$0$0$0Yes (X)
ROBERT KLEIN
DIRECTOR0.50Yes (X)$0$0$0
LEISA BYARS
SECRETARY0.50Yes (X)$0$0$0Yes (X)
LAURA COLE
DIRECTOR0.50Yes (X)$0$0$0
CURTIS DANIELS
DIRECTOR0.50Yes (X)$0$0$0
BETTY HILGADIACK
DIRECTOR0.50Yes (X)$0$0$0
PAT GIZELAR
DIRECTOR0.50Yes (X)$0$0$0
DR DEL PHILLIPS
DIRECTOR0.50Yes (X)$0$0$0
JAN BRAUN
DIRECTOR0.50Yes (X)$0$0$0
DANA SWINEA
TREASURER0.70Yes (X)$0$0$0Yes (X)
MARK LOWHORN
DIRECTOR0.50Yes (X)$0$0$0
MICHELE OWENS
DIRECTOR0.50Yes (X)$0$0$0
RICHARD POLKA
DIRECTOR0.50Yes (X)$0$0$0
TERI SCHWEIGER
DIRECTOR0.50Yes (X)$0$0$0
MARK BRISTOL
DIRECTOR0.50Yes (X)$0$0$0
TINA DAVIS
DIRECTOR0.50Yes (X)$0$0$0
JUSTIN FONTENOT
DIRECTOR0.50Yes (X)$0$0$0
JOHNNY GARRETT
CHAIR-ELECT0.50Yes (X)$0$0$0Yes (X)
JERRY KEEN
DIRECTOR0.50Yes (X)$0$0$0
JOE THOMPSON
DIRECTOR0.50Yes (X)$0$0$0
DR JENNY UHL
DIRECTOR0.50Yes (X)$0$0$0
MARK WALKER
DIRECTOR0.50Yes (X)$0$0$0
DANA GIVEN
PRESIDENT & CEO40.00$58,223$0$6,390Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$58,223TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$6,390TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Federated Campaigns$814,850FederatedCampaignsAmt
Related Organizations$44,879RelatedOrganizationsAmt
All Other Contributions$7,647AllOtherContributionsAmt
Noncash Contributions$381NoncashContributionsAmt
Total Contributions$867,376TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescSERVICE FEESDesc
Business900099BusinessCd
Total Revenue Column$8,180TotalRevenueColumnAmt
Related Or Exempt Func Income$8,180RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$8,180TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,182TotalRevenueColumnAmt
Exclusion$1,182ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$64,376FundraisingGrossIncomeAmt
Fundraising Direct Expenses$16,892FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$47,484TotalRevenueColumnAmt
Exclusion$47,484ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$924,222TotalRevenueColumnAmt
Related Or Exempt Func Income$8,180RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$48,666ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$604,745TotalAmt
Program Services$604,745ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$66,695TotalAmt
Program Services$26,678ProgramServicesAmt
Management And General$33,348ManagementAndGeneralAmt
Fundraising$6,669FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$127,357TotalAmt
Program Services$34,065ProgramServicesAmt
Management And General$16,798ManagementAndGeneralAmt
Fundraising$76,494FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$19,958TotalAmt
Program Services$5,599ProgramServicesAmt
Management And General$3,357ManagementAndGeneralAmt
Fundraising$11,002FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$14,506TotalAmt
Program Services$4,497ProgramServicesAmt
Management And General$3,626ManagementAndGeneralAmt
Fundraising$6,383FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$5,423TotalAmt
Program Services$1,681ProgramServicesAmt
Management And General$1,356ManagementAndGeneralAmt
Fundraising$2,386FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$6,000TotalAmt
Program Services$1,860ProgramServicesAmt
Management And General$1,500ManagementAndGeneralAmt
Fundraising$2,640FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$6,810TotalAmt
Program Services$712ProgramServicesAmt
Fundraising$6,098FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$5,250TotalAmt
Program Services$1,627ProgramServicesAmt
Management And General$1,313ManagementAndGeneralAmt
Fundraising$2,310FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$22,570TotalAmt
Program Services$6,997ProgramServicesAmt
Management And General$5,642ManagementAndGeneralAmt
Fundraising$9,931FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$9,230TotalAmt
Program Services$753ProgramServicesAmt
Management And General$6,217ManagementAndGeneralAmt
Fundraising$2,260FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$1,338TotalAmt
Program Services$450ProgramServicesAmt
Management And General$329ManagementAndGeneralAmt
Fundraising$559FundraisingAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$8,844TotalAmt
Program Services$2,742ProgramServicesAmt
Management And General$2,211ManagementAndGeneralAmt
Fundraising$3,891FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$642TotalAmt
Program Services$199ProgramServicesAmt
Management And General$161ManagementAndGeneralAmt
Fundraising$282FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$6,767TotalAmt
Program Services$2,098ProgramServicesAmt
Management And General$1,692ManagementAndGeneralAmt
Fundraising$2,977FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
MAINTENANCE, EQUIPMENT$7,916$2,454$1,979$3,483
DAYS OF ACTION: DAYS OF$7,327$7,327
DAYS OF ACTION: STUFF T$5,018$5,018
DAYS OF ACTION: COMMUNI$3,819$3,819

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$675TotalAmt
Program Services$675ProgramServicesAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$930,890TotalAmt
Program Services$713,996ProgramServicesAmt
Management And General$79,529ManagementAndGeneralAmt
Fundraising$137,365FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$303,133BOYAmt
EOY$157,216EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
EOY$172,901EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$293,292BOYAmt
EOY$333,610EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$1,364BOYAmt
EOY$1,364EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$23,005LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$18,092LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$1,542BOYAmt
EOY$4,913EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$1,201BOYAmt
EOY$1,200EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$600,532BOYAmt
EOY$671,204EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$1,675BOYAmt
EOY$4,208EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$516,261BOYAmt
EOY$591,068EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$517,936BOYAmt
EOY$595,276EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$61,531BOYAmt
EOY$55,508EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$21,065BOYAmt
EOY$20,420EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$82,596BOYAmt
EOY$75,928EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$600,532BOYAmt
EOY$671,204EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$6,668ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$746,294CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$773,547CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$934,896CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$869,036CurrentTaxYearMinus1YearAmt
Current Tax Year$867,376CurrentTaxYearAmt
Total$4,191,149TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$746,294CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$773,547CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$934,896CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$869,036CurrentTaxYearMinus1YearAmt
Current Tax Year$867,376CurrentTaxYearAmt
Total$4,191,149TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$4,191,149PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,085CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,349CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,268CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,305CurrentTaxYearMinus1YearAmt
Current Tax Year$1,182CurrentTaxYearAmt
Total$7,189TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$11,029CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,924CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,684CurrentTaxYearMinus2YearsAmt
Current Tax Year$8,180CurrentTaxYearAmt
Total$24,817TotalAmt
FieldValueIRS element (for citing)
Total Support$4,223,155TotalSupportAmt
Public Support CY1700.99240PublicSupportCY170Pct
Public Support PY1700.99270PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,434OtherCostOrOtherBasisAmt
Depreciation$2,029DepreciationAmt
Book Value$405BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$10,657OtherCostOrOtherBasisAmt
Depreciation$6,150DepreciationAmt
Book Value$4,507BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$9,914OtherCostOrOtherBasisAmt
Depreciation$9,913DepreciationAmt
Book Value$1BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$4,913TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
ACCRUED VACATION$7,644
ALLOCATION TO AGENCIES$583,424
FieldValueIRS element (for citing)
Total Liability$591,068TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$882,297TotalRevEtcAuditedFinclStmtAmt
Donated Services And Use Fclts$68,033DonatedServicesAndUseFcltsAmt
Other Revenue-$109,958OtherRevenueAmt
Revenue Not Reported-$41,925RevenueNotReportedAmt
Revenue Subtotal$924,222RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$924,222TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$888,965TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$68,033DonatedServicesUseFcltsAmt
Other Expenses Included-$109,958OtherExpensesIncludedAmt
Expenses Not Reported-$41,925ExpensesNotReportedAmt
Expenses Subtotal$930,890ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$930,890TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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 -109,958.
PART XII, LINE 2D - OTHER ADJUSTMENTS:SPECIFIC DONOR DESIGNATED INCOME -109,958.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1SUMNER SOIREEEvent1Nm
Gross Receipts Event1$34,592GrossReceiptsEvent1Amt
Gross Revenue Event1$34,592GrossRevenueEvent1Amt
Food And Beverage Event1$6,476FoodAndBeverageEvent1Amt
Entertainment Event1$700EntertainmentEvent1Amt
Other Direct Expenses Event1$2,612OtherDirectExpensesEvent1Amt
Event2GOLF SCRAMBLEEvent2Nm
Gross Receipts Event2$27,460GrossReceiptsEvent2Amt
Gross Revenue Event2$27,460GrossRevenueEvent2Amt
Rent Facility Costs Event2$4,680RentFacilityCostsEvent2Amt
Food And Beverage Event2$1,496FoodAndBeverageEvent2Amt
Other Direct Expenses Event2$928OtherDirectExpensesEvent2Amt
Gross Receipts Total$62,052GrossReceiptsTotalAmt
Gross Revenue Total Events$62,052GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$4,680RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$7,972FoodAndBeverageTotalEventsAmt
Entertainment Total Events$700EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$3,540OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$16,892DirectExpenseSummaryEventsAmt
Net Income Summary$45,160NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records Maintained0GrantRecordsMaintainedInd

Recipient Table RecipientTable (26 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
GALLATIN SHALOM ZONE
600 SMALL STREETGALLATINTN37066501 (C ) (3)$11,500ACHIEVEMENT IN THE MAKING PROGRAM
ASHLEY'S PLACE (SUMNER CHILD ADVOCACY CENTER)
315 W SMITH STREETGALLATINTN37066501 (C ) (3)$16,000ROAD TO HEALING PROGRAM
COMMUNITY CHILDCARE CENTER
182 EXECUTIVE PARK DRIVEHENDERSONVILLETN37075501 (C ) (3)$35,000SUPPLEMENTAL FUNDING FOR OPERATIONS OF LOW-INCOME CHILDCARE FACILITY AND FUNDING FOR IMPROVEMENTS NEEDED TO REGAIN 3 STAR STATUS
CUMBERLAND CRISIS PREGNANCY CENTER
PO BOX 1037HENDERSONVILLETN37075501 (C ) (3)$35,000CONFIDENTAL COUNSELING AND SERVICES TO WOMEN AND FAMILIES INVOLVED IN CRISIS PREGANCIES, AND THE SEXUAL RISK AVOIDANCE PROGRAM FOR SUMNER COUNTY TEENS.
GALLATIN DAY CARE CENTER
108 SOUTHPARK CIRCLEGALLATINTN37066501 (C ) (3)$50,000SUPPLEMENTAL FUNDING FOR OPERATIONS OF LOW-INCOME CHILDCARE FACILITY
GALLATIN SENIOR CITIZEN'S CENTER
200 EAST FRANKLIN STREETGALLATINTN37076501 (C ) (3)$11,000SENIOR CITIZEN'S HEALTH PROGRAMS
GOOD NEIGHBOR MISSION
600 SMALL STREET SUITE 101GALLATINTN37066501 (C ) (3)$35,000SHELTER FOR HOMELESS FAMILIES
HENDERSONVILLE SAMARATIN ASSOCIATION
116 DUNN STREETHENDERSONVILLETN37075501 (C ) (3)$18,000EMERGENCY ASSISTANCE TO SUMNER COUNTY FAMILIES
HOMESAFE
311 S WATER AVENUEGALLATINTN37066501 (C ) (3)$20,000OUTREACH TO TEENS AND DIRECT SERVICES TO VICTIMS OF DOMESTIC VIOLENCE IN SUMNER COUNTY
STARS
1704 CHARLOTTE AVENUE SUITE 200NASHVILLETN37203501 (C ) (3)$61,000KIDS ON THE BLOCK PROGRAM AND STUDENT ASSISTANCE PROGRAM FOR STUDENTS IN SUMNER COUNTY
LEGAL AID SOCIETY
300 DEADRICK STREETNASHVILLETN37201501 (C ) (3)$11,000FREE CIVIL LEGAL SERVICES FOR SUMNER COUNTY RESIDENTS
LITERACY COUNCIL OF SUMNER COUNTY
108 NOKES DRIVEHENDERSONVILLETN37075501 (C ) (3)$10,000LITERACY PROGRAMS FOR STUDENTS IN SUMNER COUNTY
MID-CUMBERLAND HUMAN RESOURCE AGENCY
1101 KERMIT DRIVE SUITE 300NASHVILLETN37217501 (C ) (3)$36,000HOMEMAKER PROGRAM, LONG-TERM CARE OMBUDSMAN PROGRAM AND MEALS-ON-WHEELS AND SENIOR DINING PROGRAM IN SUMNER COUNTY
NURSES FOR NEWBORNS
50 VANTAGE WAY SUITE 105NASHVILLETN37288501 (C ) (3)$9,500NURSE HOME VISITS TO SUMNER COUNTY CLIENTS
PORTLAND CARES
617 HWY 52EPORTLANDTN37148501 (C ) (3)$40,000PROVIDE FOOD AND MONETARY RELIEF FOR THOSE IN FINANCIAL CRISIS
THE PORTLAND SENIOR CITIZENS INC
114 MAIN STREETPORTLANDTN37148501 (C ) (3)$9,000RECREATIONAL ACTIVITIES AND HEALTH SCREENINGS FOR SENIOR CITIZENS
HATS
545 AIRPORT ROADGALLATINTN37066501 (C ) (3)$20,000RAINBOW EARLY INTERVENTION PROGRAM
SALVUS CENTER
556 HARTSVILLE PIKEGALLATINTN37066501 (C ) (3)$19,000PRIMARY MEDICAL AND DENTAL CARE FOR UNINSURED RESIDENTS OF SUMNER COUNTY
SENIOR CITIZENS OF HENDERSONVILLE INC
157 IMPERIAL BLVDHENDERSONVILLETN37075501 (C ) (3)$13,500NUTRITION AND HEALTH AND WELLNESS PROGRAMS FOR SENIOR CITIZENS
SUMNER COUNTY 4-H
658 HARTSVILLE PIKEGALLATINTN37066501 (C ) (3)$8,000YOUTH LEADERSHIP AND CITIZENSHIP PROGRAMS
SUMNER COUNTY CASA
182 WEST FRANKLIN STREETGALLATINTN37066501 (C ) (3)$26,000VOLUNTEER ADVOCATES PROGRAM
SUMNER COUNTY ADULT EDUCATION ADVISORY COUNCIL
1480 NASHVILLE PIKEGALLATINTN37066501 (C ) (3)$5,000PROVIDE LITERACY TRAINING AND HIST/GED PREPARATION
ST VINCENT DE PAUL SOCIETY
449 NORTH WATER AVENUEGALLATINTN37066501 (C ) (3)$25,000EMERGENCY ASSISTANCE TO LOW INCOME FAMILIES
AMAZING GRACE MISSIONS
1037 PARK STREET PO BOX 164WESTMORELANDTN371860164501 (C ) (3)$26,500WESTMORELAND FOOD BANK
UNITED WAY OF METROPOLITAN NASHVILLE
250 VENTURE CIRCLENASHVILLETN37228501 (C ) (3)$6,0002-1-1 HOTLINE
UNITED WAY OF METROPOLITAN NASHVILLE
250 VENTURE CIRCLENASHVILLETN37228501 (C ) (3)$4,079DONOR DESIGNATIONS FOR CHARITABLE PURPOSES OF THE ORGANIZATION

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11REVIEWED BY KEY OFFICERS AND DIRECTORS.
FORM 990, PART VI, SECTION B, LINE 12CEVALUATED BY MANAGEMENT AND APPLICABLE BOARD OFFICIALS.
FORM 990, PART VI, SECTION B, LINE 15CEO 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 19COMPLIANCE DOCUMENTS AVAILABLE ON AGENCY WEBSITE.
FORM 990, PART XII, LINE 2C:PROCESS HAS NOT CHANGED FROM PRIOR YEAR.

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