UNITED WAY OF THE OCOEE REGION: Form 990, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- UNITED WAY OF THE OCOEE REGION (EIN 62-0548418)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-08-06
- IRS object ID
- 202612189349300701
- Schema version
- 2025v4.2
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-08-06T06:53:43-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 621046406 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHNSON HICKEY & MURCHISON PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1040 WILLIAM WAY NW | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37312 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 620548418 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED WAY OF THE OCOEE REGION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIT | BusinessNameControlTxt |
| Phone | 4234792020 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 193 | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37364 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHANIE LINKOUS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4234792020 | PhoneNum |
| Signature | 2026-08-04 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SHERRI ANDERSON | PreparerPersonNm |
| PTIN | P01228421 | PTIN |
| Phone | 4234726543 | PhoneNum |
| Preparation | 2026-08-04 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | STEPHANIE LINKOUS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 193 | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37364 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $9,065,574 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.UNITEDWAYOCOEE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1971 | FormationYr |
| Legal Domicile State | TN | LegalDomicileStateCd |
| Activity Or Mission | TO BE A COMMUNITY-BASED ORGANIZATION THAT LEADS THE EFFORTS IN INDENTIFYING COMMUNITY NEEDS, FACILITATING COLLABORATION, AND MAXIMIZING RESOURCES TO POSITIVELY IMPACT OUR COMMUNITY AND SURROUNDING AREAS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 14 | TotalEmployeeCnt |
| Total Volunteers | 933 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,727,015 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,406,762 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $189,508 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $118,020 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,091,521 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,093,055 | CYInvestmentIncomeAmt |
| PY Other Revenue | $7,660 | PYOtherRevenueAmt |
| CY Other Revenue | $8,975 | CYOtherRevenueAmt |
| PY Total Revenue | $3,015,704 | PYTotalRevenueAmt |
| CY Total Revenue | $3,626,812 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,770,965 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,638,630 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $970,487 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $953,761 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $201,078 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $952,913 | PYOtherExpensesAmt |
| CY Other Expenses | $1,031,696 | CYOtherExpensesAmt |
| PY Total Expenses | $3,694,365 | PYTotalExpensesAmt |
| CY Total Expenses | $3,624,087 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$678,661 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,725 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $32,338,920 | TotalAssetsBOYAmt |
| Total Assets EOY | $33,896,576 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $999,940 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $853,783 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $31,338,980 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $33,042,793 | NetAssetsOrFundBalancesEOYAmt |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,702,487 | ExpenseAmt |
| Grant | $515,666 | GrantAmt |
| Revenue | $150,712 | RevenueAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,630,693 | ExpenseAmt |
| Grant | $1,122,964 | GrantAmt |
| Desc | BRADLEY MEMORIAL HEALTH ENDOWMENT FUND PROVIDES FUNDING TO IMPROVE AND ENHANCE HEALTHCARE,WELLNESS AND QUALITY OF LIFE OF THE CITIZENS OF BRADLEY COUNTY, TENNESSEE. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $3,333,180 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 16 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 14 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JENNIFER SHEELY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4234792020 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 85 OCOEE STREET | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37311 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| MIKE GRIFFIN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BILL MARTIN | ||||||
| CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| DR RUBI PORTER | ||||||
| SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| BRUCE BRADFORD | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DR LINDA CASH | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| NANCY CASSON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BRENDA CHOATE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KEN DEW | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MATT JENNE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CHRIS NEWTON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DR MATTHEW TOLBERT | ||||||
| IMMEDIATE PAST BOARD CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ANDY WILLIAMS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ERIKA MOORE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CINDY SLATER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ADAM OSBORNE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| STEPHANIE LINKOUS | ||||||
| PRESIDENT | 40.00 | $138,767 | $0 | $15,331 | Yes (X) | |
| JENNIFER SHEELEY | ||||||
| VP OF FINANCE | 40.00 | $70,593 | $0 | $7,153 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $209,360 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $22,484 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $234,740 | FundraisingAmt |
| Government Grants | $79,016 | GovernmentGrantsAmt |
| All Other Contributions | $1,093,006 | AllOtherContributionsAmt |
| Noncash Contributions | $43,877 | NoncashContributionsAmt |
| Total Contributions | $1,406,762 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| VISTA PROGRAM FEES | 624200 | $82,084 | $82,084 |
| CENTER FOR SOCIAL IMPACT RENT | 624200 | $35,875 | $35,875 |
| ERC FUNDS | 624200 | $61 | $61 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $118,020 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $987,870 | TotalRevenueColumnAmt |
| Exclusion | $987,870 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,469,431 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,364,246 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,105,185 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,105,185 | TotalRevenueColumnAmt |
| Exclusion | $1,105,185 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $50,799 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $234,740 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $74,516 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$23,717 | TotalRevenueColumnAmt |
| Exclusion | -$23,717 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 624200 | BusinessCd |
| Total Revenue Column | $32,692 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $32,692 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $32,692 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,626,812 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $150,712 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,069,338 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,638,630 | TotalAmt |
| Program Services | $1,638,630 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $209,360 | TotalAmt |
| Program Services | $176,072 | ProgramServicesAmt |
| Management And General | $15,096 | ManagementAndGeneralAmt |
| Fundraising | $18,192 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $548,344 | TotalAmt |
| Program Services | $452,211 | ProgramServicesAmt |
| Management And General | $17,464 | ManagementAndGeneralAmt |
| Fundraising | $78,669 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,656 | TotalAmt |
| Program Services | $56,766 | ProgramServicesAmt |
| Management And General | $3,172 | ManagementAndGeneralAmt |
| Fundraising | $9,718 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,904 | TotalAmt |
| Program Services | $53,394 | ProgramServicesAmt |
| Management And General | $3,860 | ManagementAndGeneralAmt |
| Fundraising | $14,650 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,497 | TotalAmt |
| Program Services | $45,317 | ProgramServicesAmt |
| Management And General | $2,173 | ManagementAndGeneralAmt |
| Fundraising | $7,007 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,500 | TotalAmt |
| Program Services | $14,820 | ProgramServicesAmt |
| Management And General | $3,840 | ManagementAndGeneralAmt |
| Fundraising | $3,840 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $162,781 | TotalAmt |
| Program Services | $159,286 | ProgramServicesAmt |
| Management And General | $3,495 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $94,720 | TotalAmt |
| Program Services | $84,837 | ProgramServicesAmt |
| Management And General | $4,942 | ManagementAndGeneralAmt |
| Fundraising | $4,941 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,757 | TotalAmt |
| Program Services | $10,971 | ProgramServicesAmt |
| Management And General | $3,252 | ManagementAndGeneralAmt |
| Fundraising | $3,534 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,355 | TotalAmt |
| Program Services | $17,748 | ProgramServicesAmt |
| Management And General | $4,841 | ManagementAndGeneralAmt |
| Fundraising | $4,766 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,301 | TotalAmt |
| Program Services | $15,087 | ProgramServicesAmt |
| Management And General | $4,607 | ManagementAndGeneralAmt |
| Fundraising | $4,607 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,774 | TotalAmt |
| Program Services | $1,755 | ProgramServicesAmt |
| Management And General | $446 | ManagementAndGeneralAmt |
| Fundraising | $573 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,183 | TotalAmt |
| Program Services | $8,489 | ProgramServicesAmt |
| Management And General | $2,281 | ManagementAndGeneralAmt |
| Fundraising | $413 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,459 | TotalAmt |
| Program Services | $19,459 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,132 | TotalAmt |
| Program Services | $21,872 | ProgramServicesAmt |
| Management And General | $8,709 | ManagementAndGeneralAmt |
| Fundraising | $9,551 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,446 | TotalAmt |
| Program Services | $12,268 | ProgramServicesAmt |
| Management And General | $4,089 | ManagementAndGeneralAmt |
| Fundraising | $4,089 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PROGRAM EXPENSE | $477,830 | $477,527 | $0 | $303 |
| UNCOLLECTABLE ACCOUNTS | $33,098 | $33,098 | ||
| DEVELOPMENT | $28,804 | $9,556 | $0 | $19,248 |
| MISCELLANEOUS | $27,523 | $13,729 | $5,246 | $8,548 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,033 | TotalAmt |
| Program Services | $10,288 | ProgramServicesAmt |
| Management And General | $2,316 | ManagementAndGeneralAmt |
| Fundraising | $8,429 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,624,087 | TotalAmt |
| Program Services | $3,333,180 | ProgramServicesAmt |
| Management And General | $89,829 | ManagementAndGeneralAmt |
| Fundraising | $201,078 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $562,380 | BOYAmt |
| EOY | $523,480 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $846,467 | BOYAmt |
| EOY | $510,811 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,679 | BOYAmt |
| EOY | $25,768 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,170,592 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $843,142 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $367,582 | BOYAmt |
| EOY | $327,450 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,545,812 | BOYAmt |
| EOY | $32,509,067 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,338,920 | BOYAmt |
| EOY | $33,896,576 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,784 | BOYAmt |
| EOY | $21,067 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $941,156 | BOYAmt |
| EOY | $832,716 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $999,940 | BOYAmt |
| EOY | $853,783 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,431,760 | BOYAmt |
| EOY | $1,239,883 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,907,220 | BOYAmt |
| EOY | $31,802,910 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,338,980 | BOYAmt |
| EOY | $33,042,793 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,338,920 | BOYAmt |
| EOY | $33,896,576 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $2,725 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,701,088 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,153,035 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,027,160 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,823,161 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,727,025 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,406,762 | CurrentTaxYearAmt |
| Total | $9,137,143 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,153,035 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,027,160 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,823,161 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,727,025 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,406,762 | CurrentTaxYearAmt |
| Total | $9,137,143 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $9,137,143 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $689,452 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $890,837 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $701,553 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $829,793 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $987,870 | CurrentTaxYearAmt |
| Total | $4,099,505 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $13,236,648 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $620,520 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.69030 | PublicSupportCY170Pct |
| Public Support PY170 | 0.72900 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $29,201,136 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $3,519,460 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,122,964 | GrantsOrScholarshipsAmt |
| Other Expenditures | $298,976 | OtherExpendituresAmt |
| Administrative Expenses | $159,286 | AdministrativeExpensesAmt |
| End Year Balance | $31,139,370 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $28,256,882 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $2,464,670 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,022,165 | GrantsOrScholarshipsAmt |
| Other Expenditures | $341,785 | OtherExpendituresAmt |
| Administrative Expenses | $156,466 | AdministrativeExpensesAmt |
| End Year Balance | $29,201,136 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $26,107,584 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $3,772,296 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $980,915 | GrantsOrScholarshipsAmt |
| Other Expenditures | $490,483 | OtherExpendituresAmt |
| Administrative Expenses | $151,600 | AdministrativeExpensesAmt |
| End Year Balance | $28,256,882 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $33,097,790 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$5,090,681 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,313,515 | GrantsOrScholarshipsAmt |
| Other Expenditures | $424,050 | OtherExpendituresAmt |
| Administrative Expenses | $161,960 | AdministrativeExpensesAmt |
| End Year Balance | $26,107,584 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $31,326,750 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $3,466,432 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,122,301 | GrantsOrScholarshipsAmt |
| Other Expenditures | $394,518 | OtherExpendituresAmt |
| Administrative Expenses | $178,573 | AdministrativeExpensesAmt |
| End Year Balance | $33,097,790 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.74000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.26000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $38,493 | OtherCostOrOtherBasisAmt |
| Book Value | $38,493 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $998,935 | OtherCostOrOtherBasisAmt |
| Depreciation | $711,670 | DepreciationAmt |
| Book Value | $287,265 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $133,164 | OtherCostOrOtherBasisAmt |
| Depreciation | $131,472 | DepreciationAmt |
| Book Value | $1,692 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $327,450 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (4 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| BROKERAGE MONEY FUNDS | $605,829 | F |
| GOVERNMENT FUNDS | $2,242,178 | F |
| MUTUAL FUNDS | $21,115,633 | F |
| EQUITIES | $8,545,427 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $32,509,067 | TotalBookValueSecuritiesAmt |
| Total Rev Etc Audited Fincl Stmt | $5,209,437 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,701,088 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $2,900 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $74,516 | OtherRevenueAmt |
| Revenue Not Reported | $1,778,504 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,430,933 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $162,781 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $33,098 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $195,879 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $3,626,812 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,505,624 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $2,900 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $74,516 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $77,416 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,428,208 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $162,781 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $33,098 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $195,879 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $3,624,087 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSE 74,516. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | UNCOLLECTIBLE PLEDGES 33,098. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSE 74,516. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | UNCOLLECTIBLE PLEDGES 33,098. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | WOMEN UNITED | Event1Nm |
| Gross Receipts Event1 | $285,539 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $234,740 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $50,799 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $74,516 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $285,539 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $234,740 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $50,799 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $74,516 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $74,516 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$23,717 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (26 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| BOYS AND GIRLS CLUBS OF THE OCOEE REGION | ||||||||
| PO BOX 1511 | CLEVELAND | TN | 37364 | 620729406 | 501(C)(3) | $236,000 | $0 | PARTNER AGENCY |
| CITY FIELDS | ||||||||
| 1075 BLYTHE AVE | CLEVELAND | TN | 37311 | 821125482 | 501(C)(3) | $150,000 | $0 | PARTNER AGENCY |
| YMCA OF METROPOLITAN CHATTANOOGA | ||||||||
| 220 URBANE ROAD | CLEVELAND | TN | 37312 | 620475699 | 501(C)(3) | $80,000 | $0 | PARTNER AGENCY |
| COURT APPOINTED SPECIAL ADV | ||||||||
| 170 N OCOEE STREET | CLEVELAND | TN | 37311 | 272961555 | 501(C)(3) | $45,000 | $0 | PARTNER AGENCY |
| LEGAL AID OF EAST TN | ||||||||
| 535 CHESTNUT ST 360 | CHATTANOOGA | TN | 37402 | 589132803 | 501(C)(3) | $62,000 | $0 | PARTNER AGENCY |
| BRADLEY CLEVELAND PUBLIC | ||||||||
| PO BOX 4354 | CLEVELAND | TN | 37320 | 200585134 | 501(C)(3) | $68,000 | $0 | COMMUNITY HEALTH |
| CENTERSTONE OF TENNESSEE INC | ||||||||
| 4160 N OCOEE ST SUITE 8 | CLEVELAND | TN | 37312 | 200072992 | 501(C)(3) | $34,630 | $0 | PARTNER AGENCY |
| CLEVELAND LIONS CLUB | ||||||||
| 147 INMAN ST E 147 | CLEVELAND | TN | 37311 | 626046761 | 501(C)(3) | $11,500 | $0 | COMMUNITY HEALTH |
| FAMILY PROMISE | ||||||||
| 1110 NORMAN CHAPEL RD | CLEVELAND | TN | 37312 | 272074609 | 501(C)(3) | $20,000 | $0 | PARTNER AGENCY |
| FAMILY RESOURCE AGENCY | ||||||||
| 3680 MICHIGAN AVE RD | CLEVELAND | TN | 37323 | 620876593 | 501(C)(3) | $85,000 | $0 | PARTNER AGENCY |
| HABITAT FOR HUMANITY | ||||||||
| 300 GROVE AVE SW | CLEVELAND | TN | 37311 | 581916544 | 501(C)(3) | $45,000 | $0 | COMMUNITY HEALTH |
| KARIS COMMUNITY HEALTH | ||||||||
| 214 BROAD STREET SW | CLEVELAND | TN | 37311 | 472204923 | 501(C)(3) | $380,000 | $0 | COMMUNITY HEALTH |
| LUDIC SPECTRUM CENTER | ||||||||
| 383 PARKER ST NE | CLEVELAND | TN | 37311 | 842507346 | 501(C)(3) | $15,000 | $0 | COMMUNITY HEALTH |
| NEW HOPE PREGNANCY CENTER | ||||||||
| 353 WORTH STREET NW | CLEVELAND | TN | 37311 | 621287400 | 501(C)(3) | $10,000 | $0 | COMMUNITY HEALTH |
| OCOEE OUTREACH | ||||||||
| 2707 N OCOEE ST | CLEVELAND | TN | 37312 | 621667847 | 501(C)(3) | $20,000 | $0 | COMMUNITY HEALTH |
| ON POINT | ||||||||
| 4509 HIXSON PIKE SUITE 1 | HIXSON | TN | 37343 | 680533402 | 501(C)(3) | $15,000 | $0 | COMMUNITY HEALTH |
| ORPHANWISE | ||||||||
| 4920 ATLANTA HIGHWAY 522 | ALPHARETTA | GA | 30004 | 841998590 | 501(C)(3) | $18,000 | $0 | COMMUNITY HEALTH |
| WALTER E BOEHM BIRTH DEFECTS | ||||||||
| 975 EAST 3RD ST | CHATTANOOGA | TN | 37403 | 510175126 | 501(C)(3) | $16,000 | $0 | PARTNER AGENCY |
| THE CARING PLACE | ||||||||
| 130 WILDWOOD AVE | CLEVELAND | TN | 37311 | 900051191 | 501(C)(3) | $173,500 | $0 | COMMUNITY HEALTH/PARNTER AGENCY |
| THE HOPE CENTER INC | ||||||||
| 2600 EXECUTIVE PARK DR NW | CLEVELAND | TN | 37312 | 621481111 | 501(C)(3) | $48,000 | $0 | COMMUNITY HEALTH |
| LIVING WATER MISSIONS INTERNATIONAL | ||||||||
| 451 HUGHES RD SE | CLEVELAND | TN | 37323 | 460696399 | 501(C)(3) | $10,000 | $0 | COMMUNITY HEALTH |
| MEDICAL FOUNDATION OF CHATT | ||||||||
| 1917 EAST THIRD ST | CHATTANOOGA | TN | 37404 | 581696660 | 501(C)(3) | $12,000 | $0 | COMMUNITY HEALTH |
| BRADLEY PREVENTION COALITION | ||||||||
| 2254 BLYTHE AVENUE SE | CLEVELAND | TN | 37311 | 844683212 | 501(C)(3) | $20,000 | $0 | COMMUNITY HEALTH |
| FOUNDATION HOUSE | ||||||||
| 258 BROAD STREET SUITE 202 | CLEVELAND | TN | 37311 | 455083727 | 501(C)(3) | $15,000 | $0 | COMMUNITY HEALTH |
| PROJECT FREE 2 FLY | ||||||||
| 283 NORTH OCOEE STREET | CLEVELAND | TN | 37311 | 465064529 | 501(C)(3) | $15,000 | $0 | COMMUNITY HEALTH |
| RONALD MCDONALD HOUSE CHARITIES OF GREATER CHATTANOOGA | ||||||||
| 200 CENTRAL AVENUE | CHATTANOOGA | TN | 37403 | 621327855 | 501(C)(3) | $20,000 | $0 | COMMUNITY HEALTH |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 26 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS 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. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHANIE LINKOUS | PersonNm |
| Title | PRESIDENT | TitleTxt |
| Base Compensation Filing Org | $138,767 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $14,685 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $646 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $154,098 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule M IRS990ScheduleM
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $43,877 | NoncashContributionsRptF990Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, 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, PART VI, SECTION B, 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, PART VI, SECTION B, LINE 15 | A PERSONNEL COMMITTEE COMPRISED OF 4 TO 5 VOLUNTEERS REVIEWS AREA AND/OR UNITED WAY WORLDWIDE SALARY RANGES AND APPROVES SALARY OF PRESIDENT. 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, PART VI, SECTION C, LINE 19 | DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UW BRADLEY CO ENDOWMENT TRUST | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 193 | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37364 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 581984790 | EIN |
| Primary Activities | SUPPORT UW | PrimaryActivitiesTxt |
| Legal Domicile State | TN | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 7 | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
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