2026-08-06T06:53:43-05:00 2025-12-31 621046406 JOHNSON HICKEY & MURCHISON PC 1040 WILLIAM WAY NW CLEVELAND TN 37312 990 2025-01-01 620548418 UNITED WAY OF THE OCOEE REGION UNIT 4234792020 PO BOX 193 CLEVELAND TN 37364 STEPHANIE LINKOUS PRESIDENT 4234792020 2026-08-04 SHERRI ANDERSON P01228421 4234726543 2026-08-04 2025 2025-03-06 01:10:19Z STEPHANIE LINKOUS PO BOX 193 CLEVELAND TN 37364 9065574 0 X WWW.UNITEDWAYOCOEE.ORG X 1971 TN 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. 15 15 14 933 0 0 1727015 1406762 189508 118020 1091521 2093055 7660 8975 3015704 3626812 1770965 1638630 0 0 970487 953761 0 0 201078 952913 1031696 3694365 3624087 -678661 2725 32338920 33896576 999940 853783 31338980 33042793 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. 0 0 1702487 515666 150712 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. 1630693 1122964 BRADLEY MEMORIAL HEALTH ENDOWMENT FUND PROVIDES FUNDING TO IMPROVE AND ENHANCE HEALTHCARE,WELLNESS AND QUALITY OF LIFE OF THE CITIZENS OF BRADLEY COUNTY, TENNESSEE. 3333180 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 16 0 1 14 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 TN X X JENNIFER SHEELY 4234792020 85 OCOEE STREET CLEVELAND TN 37311 MIKE GRIFFIN DIRECTOR 1.00 X 0 0 0 BILL MARTIN CHAIR 1.00 X X 0 0 0 DR RUBI PORTER SECRETARY 1.00 X X 0 0 0 BRUCE BRADFORD DIRECTOR 1.00 X 0 0 0 DR LINDA CASH DIRECTOR 1.00 X 0 0 0 NANCY CASSON DIRECTOR 1.00 X 0 0 0 BRENDA CHOATE DIRECTOR 1.00 X 0 0 0 KEN DEW DIRECTOR 1.00 X 0 0 0 MATT JENNE DIRECTOR 1.00 X 0 0 0 CHRIS NEWTON DIRECTOR 1.00 X 0 0 0 DR MATTHEW TOLBERT IMMEDIATE PAST BOARD CHAIR 1.00 X 0 0 0 ANDY WILLIAMS DIRECTOR 1.00 X 0 0 0 ERIKA MOORE DIRECTOR 1.00 X 0 0 0 CINDY SLATER DIRECTOR 1.00 X 0 0 0 ADAM OSBORNE DIRECTOR 1.00 X 0 0 0 STEPHANIE LINKOUS PRESIDENT 40.00 X 138767 0 15331 JENNIFER SHEELEY VP OF FINANCE 40.00 X 70593 0 7153 209360 0 22484 1 0 1 0 0 234740 79016 1093006 43877 1406762 VISTA PROGRAM FEES 624200 82084 82084 CENTER FOR SOCIAL IMPACT RENT 624200 35875 35875 ERC FUNDS 624200 61 61 118020 987870 987870 6469431 5364246 1105185 1105185 1105185 50799 234740 74516 -23717 -23717 OTHER INCOME 624200 32692 32692 32692 3626812 150712 0 2069338 1638630 1638630 209360 176072 15096 18192 548344 452211 17464 78669 69656 56766 3172 9718 71904 53394 3860 14650 54497 45317 2173 7007 22500 14820 3840 3840 162781 159286 3495 94720 84837 4942 4941 17757 10971 3252 3534 27355 17748 4841 4766 24301 15087 4607 4607 2774 1755 446 573 11183 8489 2281 413 19459 19459 40132 21872 8709 9551 20446 12268 4089 4089 PROGRAM EXPENSE 477830 477527 0 303 UNCOLLECTABLE ACCOUNTS 33098 33098 DEVELOPMENT 28804 9556 0 19248 MISCELLANEOUS 27523 13729 5246 8548 21033 10288 2316 8429 3624087 3333180 89829 201078 562380 523480 846467 510811 16679 25768 1170592 843142 367582 327450 30545812 32509067 32338920 33896576 58784 21067 941156 832716 999940 853783 X 1431760 1239883 29907220 31802910 31338980 33042793 32338920 33896576 2725 1701088 0 X 0 1 X 1 0 X 2153035 2027160 1823161 1727025 1406762 9137143 2153035 2027160 1823161 1727025 1406762 9137143 9137143 689452 890837 701553 829793 987870 4099505 13236648 620520 0.69030 0.72900 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 29201136 3519460 1122964 298976 159286 31139370 28256882 2464670 1022165 341785 156466 29201136 26107584 3772296 980915 490483 151600 28256882 33097790 -5090681 1313515 424050 161960 26107584 31326750 3466432 1122301 394518 178573 33097790 0.74000 0.26000 0 1 1 38493 38493 998935 711670 287265 133164 131472 1692 327450 BROKERAGE MONEY FUNDS 605829 F GOVERNMENT FUNDS 2242178 F MUTUAL FUNDS 21115633 F EQUITIES 8545427 F 32509067 5209437 1701088 2900 74516 1778504 3430933 162781 33098 195879 3626812 3505624 2900 74516 77416 3428208 162781 33098 195879 3624087 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. WOMEN UNITED 285539 234740 50799 74516 285539 234740 50799 74516 74516 -23717 0 BOYS AND GIRLS CLUBS OF THE OCOEE REGION PO BOX 1511 CLEVELAND TN 37364 620729406 501(C)(3) 236000 0 PARTNER AGENCY CITY FIELDS 1075 BLYTHE AVE CLEVELAND TN 37311 821125482 501(C)(3) 150000 0 PARTNER AGENCY YMCA OF METROPOLITAN CHATTANOOGA 220 URBANE ROAD CLEVELAND TN 37312 620475699 501(C)(3) 80000 0 PARTNER AGENCY COURT APPOINTED SPECIAL ADV 170 N OCOEE STREET CLEVELAND TN 37311 272961555 501(C)(3) 45000 0 PARTNER AGENCY LEGAL AID OF EAST TN 535 CHESTNUT ST 360 CHATTANOOGA TN 37402 589132803 501(C)(3) 62000 0 PARTNER AGENCY BRADLEY CLEVELAND PUBLIC PO BOX 4354 CLEVELAND TN 37320 200585134 501(C)(3) 68000 0 COMMUNITY HEALTH CENTERSTONE OF TENNESSEE INC 4160 N OCOEE ST SUITE 8 CLEVELAND TN 37312 200072992 501(C)(3) 34630 0 PARTNER AGENCY CLEVELAND LIONS CLUB 147 INMAN ST E 147 CLEVELAND TN 37311 626046761 501(C)(3) 11500 0 COMMUNITY HEALTH FAMILY PROMISE 1110 NORMAN CHAPEL RD CLEVELAND TN 37312 272074609 501(C)(3) 20000 0 PARTNER AGENCY FAMILY RESOURCE AGENCY 3680 MICHIGAN AVE RD CLEVELAND TN 37323 620876593 501(C)(3) 85000 0 PARTNER AGENCY HABITAT FOR HUMANITY 300 GROVE AVE SW CLEVELAND TN 37311 581916544 501(C)(3) 45000 0 COMMUNITY HEALTH KARIS COMMUNITY HEALTH 214 BROAD STREET SW CLEVELAND TN 37311 472204923 501(C)(3) 380000 0 COMMUNITY HEALTH LUDIC SPECTRUM CENTER 383 PARKER ST NE CLEVELAND TN 37311 842507346 501(C)(3) 15000 0 COMMUNITY HEALTH NEW HOPE PREGNANCY CENTER 353 WORTH STREET NW CLEVELAND TN 37311 621287400 501(C)(3) 10000 0 COMMUNITY HEALTH OCOEE OUTREACH 2707 N OCOEE ST CLEVELAND TN 37312 621667847 501(C)(3) 20000 0 COMMUNITY HEALTH ON POINT 4509 HIXSON PIKE SUITE 1 HIXSON TN 37343 680533402 501(C)(3) 15000 0 COMMUNITY HEALTH ORPHANWISE 4920 ATLANTA HIGHWAY 522 ALPHARETTA GA 30004 841998590 501(C)(3) 18000 0 COMMUNITY HEALTH WALTER E BOEHM BIRTH DEFECTS 975 EAST 3RD ST CHATTANOOGA TN 37403 510175126 501(C)(3) 16000 0 PARTNER AGENCY THE CARING PLACE 130 WILDWOOD AVE CLEVELAND TN 37311 900051191 501(C)(3) 173500 0 COMMUNITY HEALTH/PARNTER AGENCY THE HOPE CENTER INC 2600 EXECUTIVE PARK DR NW CLEVELAND TN 37312 621481111 501(C)(3) 48000 0 COMMUNITY HEALTH LIVING WATER MISSIONS INTERNATIONAL 451 HUGHES RD SE CLEVELAND TN 37323 460696399 501(C)(3) 10000 0 COMMUNITY HEALTH MEDICAL FOUNDATION OF CHATT 1917 EAST THIRD ST CHATTANOOGA TN 37404 581696660 501(C)(3) 12000 0 COMMUNITY HEALTH BRADLEY PREVENTION COALITION 2254 BLYTHE AVENUE SE CLEVELAND TN 37311 844683212 501(C)(3) 20000 0 COMMUNITY HEALTH FOUNDATION HOUSE 258 BROAD STREET SUITE 202 CLEVELAND TN 37311 455083727 501(C)(3) 15000 0 COMMUNITY HEALTH PROJECT FREE 2 FLY 283 NORTH OCOEE STREET CLEVELAND TN 37311 465064529 501(C)(3) 15000 0 COMMUNITY HEALTH RONALD MCDONALD HOUSE CHARITIES OF GREATER CHATTANOOGA 200 CENTRAL AVENUE CHATTANOOGA TN 37403 621327855 501(C)(3) 20000 0 COMMUNITY HEALTH 26 PART I, LINE 2 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. X X 0 0 0 0 0 0 0 0 0 STEPHANIE LINKOUS PRESIDENT 138767 0 0 0 0 0 14685 0 646 0 154098 0 0 0 X 43877 0 0 0 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. UW BRADLEY CO ENDOWMENT TRUST PO BOX 193 CLEVELAND TN 37364 581984790 SUPPORT UW TN 501(C)(3) LINE 7 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0