2024-11-15T07:55:02-05:00 2023-12-31 621516392 LEWIS & ASSOCIATES PC CPAS PRINCETON PROF BLDG 136 PRINCETON JOHNSON CITY TN 37601 990 2023-01-01 620476656 UNITED WAY OF BRISTOL TN-VA INC UNIT 4239684912 PO BOX 696 BRISTOL TN 376210696 LISA COFER EXECUTIVE DIRECTOR 4239684912 2024-10-22 true true JEFF JENNINGS P00393732 4239265138 2024-11-15 2023 2024-10-15 13:58:12Z DR ANNETTE TUDOR 615 MARTIN LUTHER KING JR BLVD BRISTOL TN 37620 4285533 false X WWW.UNITEDWAYBRISTOL.ORG X 1944 TN THE MISSION OF THE UNITED WAY OF BRISTOL IS TO BRING TOGETHER THE RESOURCES TO HELP PEOPLE IN THE REGIONAL COMMUNITY TO LIVE HEALTHY AND PRODUCTIVE LIVES. UNITED WAY BRISTOL WORKS WITH DOZENS OF COMMUNITY PARTNER AGENCIES THAT PROVIDE THOSE RESOURCES IN AREAS OF EDUCATION, INCOME, BASIC NEEDS, SAFETY NET SERVICES, AND HEALTH. 31 31 4 487 0 2579515 1567027 25134 0 121776 217627 774 20560 2727199 1805214 670542 688550 0 311464 318620 0 156942 221213 306143 1203219 1313313 1523980 491901 8291627 9522472 855134 840560 7436493 8681912 X THE MISSION OF THE UNITED WAY OF BRISTOL IS TO BRING TOGETHER THE RESOURCES TO HELP PEOPLE IN THE REGIONAL COMMUNITY TO LIVE HEALTHY AND PRODUCTIVE LIVES. UNITED WAY BRISTOL WORKS WITH DOZENS OF COMMUNITY PARTNER AGENCIES THAT PROVIDE THOSE RESOURCES IN AREAS OF EDUCATION, INCOME, BASIC NEEDS, SAFETY NET SERVICES, AND HEALTH. false false 965881 688550 CONDUCT AN ANNUAL CAMPAIGN TO PROVIDE FUNDING FOR LOCAL NONPROFIT SERVICE ORGANIZATIONS THAT MEET THE HUMAN SERVICE NEEDS OF THE COMMUNITY AND TO REDUCE THE NUMBER OF APPEALS FOR FINANCIAL SUPPORT FOR SERVICES. 965881 true true false false false false false false false true true false false false true true true false false false false false false false false false false true false false false false false false false false false false false false false false false false false false false true 0 0 4 true false false false false false false false false X 31 31 false false false false false false false true true false false true true true true true true true true false TN X X DEBBIE HELTON 4239684912 315 EIGHTH STREET BIRSTOL TN 37620 LISA COFER EXECUTIVE DI 40.00 X 108840 0 0 TERESA ANDERSON DIRECTOR 5.00 X 0 0 0 MARK BEGRIN DIRECTOR 5.00 X 0 0 0 BOB BENDER DIRECTOR 5.00 X 0 0 0 CHERI BLEVINS TREASURER 5.00 X X 0 0 0 SHELLY BROWN SECRETARY 5.00 X X 0 0 0 DANNY CARTER DIRECTOR 5.00 X 0 0 0 PATRICK CASHMAN DIRECTOR 5.00 X 0 0 0 DAVID CROCKETT DIRECTOR 5.00 X 0 0 0 JODY DUTCHER DIRECTOR 5.00 X 0 0 0 SCOTT EMERINE DIRECTOR 5.00 X 0 0 0 CAROLYN FERRELL DIRECTOR 5.00 X 0 0 0 DAVID GIBBS VICE-CHAIR 5.00 X X 0 0 0 DAVID HACKER DIRECTOR 5.00 X 0 0 0 KRISTI HAULSEE DIRECTOR 5.00 X 0 0 0 PETE HOLLER DIRECTOR 5.00 X 0 0 0 JACOB HOLMES DIRECTOR 5.00 X 0 0 0 KEVIN JESSEE DIRECTOR 5.00 X 0 0 0 JEROME JULIAN DIRECTOR 5.00 X 0 0 0 RONAN KING DIRECTOR 5.00 X 0 0 0 BRIDGET LAMIE DIRECTOR 5.00 X 0 0 0 CHRIS LEE DIRECTOR 5.00 X 0 0 0 JIM MAXWELL DIRECTOR 5.00 X 0 0 0 LISA PORTER DIRECTOR 5.00 X 0 0 0 BETH RHINEHART DIRECTOR 5.00 X 0 0 0 BRADLEY ROBERTSON DIRECTOR 5.00 X 0 0 0 ADAM RUST DIRECTOR 5.00 X 0 0 0 DR DAVID SCOTT DIRECTOR 5.00 X 0 0 0 CLINT SELLS DIRECTOR 5.00 X 0 0 0 MARTHA SMITH DIRECTOR 5.00 X 0 0 0 DR ANNETTE TUDOR CHAIR 5.00 X X 0 0 0 KEVIN WYSOR EDIRECTOR 5.00 X 0 0 0 108840 1 false false false 1450759 116268 4553 1567027 189036 189036 2508910 2480319 28591 28591 28591 SPONSORSHIPS 900099 12020 12020 OTHER INCOME 900099 7013 7013 OTHER ENDOWMENT INCOME 900099 1030 1030 497 497 20560 1805214 48121 190066 688550 688550 108840 37006 15238 56596 127021 44495 45258 37268 13206 4571 3515 5120 48478 16780 13077 18621 21075 7294 5634 8147 3000 1500 1500 61308 61308 11807 3366 4872 3569 4431 1108 1108 2215 13295 4138 3028 6129 1410 705 705 11137 5568 5569 21147 10573 10574 1841 1105 552 184 6442 3865 1933 644 COMMUNITY PROJECTS 88693 88693 CHILD CARE & DEVELOPMENT 35000 35000 CAMPAIGN EXPENSES 17370 17370 GRANT RELATED EXPENSE 14962 7481 7481 14300 4083 9138 1079 1313313 965881 190490 156942 250 250 978186 1082894 554438 353320 18597 1004 314 350476 276415 67750 74061 6689999 7993036 8291627 9522472 23100 13848 832034 826712 855134 840560 X 1512006 2359738 5924487 6322174 7436493 8681912 8291627 9522472 491901 753518 X false true X true false X 1153196 1432426 1430995 1338340 1567027 6921984 1153196 1432426 1430995 1338340 1567027 6921984 1210139 5711845 74533 81322 88207 121775 189036 554873 1030 1030 7477887 19530 0.76380 0.81360 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6689999 584605 902726 184294 7993036 6849630 1132660 -1134113 158178 6689999 4910122 1457676 601998 120166 6849630 3895498 362780 740814 88970 4910122 3058029 310723 589332 62586 3895498 0.22600 0.71060 0.06340 false false 63653 63653 163720 156102 7618 123103 120313 2790 74061 AGENCY ALLOCATIONS PAYABLE 688550 CUSTODIAL FUNDS - SPECIAL PROGRAMS 73207 DONOR DESIGNATIONS PAYABLE 41844 DEFERRED REVENUE 23111 826712 X 2497424 753518 753518 1743906 61308 61308 1805214 1252005 1252005 61308 61308 1313313 SCHEDULE D, PAGE 2, PART V, LINE 4 UNITED WAY BRISTOL'S ENDOWMENT CONSISTS OF TWO FUNDS ESTABLISHED FOR THE PURPOSE OF SUPPORTING UNITED WAY BRISTOL'S OPERATIONS. AS REQUIRED BY GENERALLY ACCEPTED ACCOUNTING PRINCIPLES, NET ASSETS ASSOCIATED WITH THE ENDOWMENT FUND, INCLUDING FUNDS DESIGNATED BY THE BOARD OF DIRECTORS TO FUNCTION AS ENDOWMENT, ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS. UNITED WAY BRISTOL'S ENDOWMENT COMMITTEE, WITH AUTHORITY GRANTED BY THE BOARD OF DIRECTORS, ESTABLISHED AN ENDOWMENT SPENDING POLICY THAT LIMITS WITHDRAWALS TO NO MORE THAN 4% OF THE ROLLING AVERAGE FAIR MARKET VALUE OF THE TOTAL ENDOWMENT ASSETS OVER THE PREVIOUS TWENTY QUARTERS. THE BOARD HAS THE AUTHORITY TO EXCEED THAT LIMITATION. BOTH THE CURRENT INCOME AND APPRECIATION CAN BE USED WITH THE INTENT THAT THE ORIGINAL ENDOWMENT FUNDS ARE PRESERVEED. THE SPENDING RATE AND PERIOD OF AVERAGING IS DESIGNED TO PROVIDE A REASONABLE AND RELIABLE REVENUE STREAM TO SUPPORT OPERATIONS OF UNITED WAY BRISTOL. THIS IS CONSISTENT WITH UNITED WAY BRISTOL'S OBJECTIVE TO MAINTAIN AND GROW ENDOWMENT ASSETS CURRENTLY HELD, AS WELL AS TO PROVIDE ADDITIONAL REAL GROWTH THROUGH NEW GIFTS AND INVESTMENT RETURN. THE BOARD MUST APPROVE ALL RECOMMENDED WITHDRAWALS. SCHEDULE D, PAGE 3, PART X UNITED WAY BRISTOL HAS BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE(IRS) AS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE U.S. INTERNAL REVENUE CODE, EXCEPT FOR TAXES ON INCOME FROM ACTIVITIES UNRELATED TO ITS EXEMPT PURPOSE. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN MADE IN THE ACCOMPANYING FINANCIAL STATEMENTS. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY UNITED WAY BRISTOL AND RECOGNIZE A TAX LIABILITY(OR ASSET) IF UNITED WAY BRISTOL HAS AN UNCERTAIN TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. MANAGEMENT HAS CCONCLUDED THAT AS OF DECEMBER 31, 20023, THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN BY UNITED WAY BRISTOL THAT WOULD REQUIRE RECOGNITION OF A LIABILITY(OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE UNITED WAY BRISTOL FILES FORM 990 AND 990-T WITH THE INTERNAL REVENUE SERVICE(IRS). THE FEDERAL FORM 990 RETURNS PRIOR TO 2021 ARE CLOSED. THERE ARE NO IRS EXAMINATIONS IN PROGRESS. false ABUSE AALTERNATIVES 104 MEMORIAL DRIVE BRISTOL TN 37620 541101180 3 33000 GENERAL SUPPORT BIG BROTHERS BIG SISTERS 301 LOUIS STREET KINGSPORT TN 37660 620842531 3 7371 GENERAL SUPPORT BOYS & GIRLS CLUB OF THE MOUNTAIN E 334 REBECCA ST BRISTOL VA 24201 540653489 3 52890 GENERAL SUPPORT BOY SCOUTS - SEQUOYAH COUNCIL PO BOX 3010 JOHNSON CITY TN 37602 620476819 3 55000 GENERAL SUPPORT BRISTOL REG COUNSELING CENTYER 26 MIDWAY STREET BRISTOL TN 37620 620582605 3 10000 GENERAL SUPPORT BRISTOL FAITH IN ACTION 1534 EUCLID AVE BRISTOL VA 24201 542038035 3 40190 GENERAL SUPPORT CASA 317 SHELBY STREET KINGSPORT TN 37660 621464923 3 26000 GENERAL SUPPORT CAC OF SULLIVAN COUNTY 150 BLOUNTVILLE BYP BLOUNTVILLE TN 37617 621232172 3 10000 GENERAL SUPPORT GIRLS INC 613 HIGHLAND AVE BRISTOL VA 24203 620514164 3 90000 GENERAL SUPPORT HEALING HANDS HEALTH CENTER 245 MIDWAY MEDICAL PARK BRISTOL TN 37620 621677000 3 53000 GENERAL SUPPORT IMAGINATION LIBRARY PO BOX 2511 ABINGDON VA 24210 362300098 3 6444 GENERAL SUPPORT RIVER'S WAY 889 STONEY HOLLOW ROAD BLUFF CITY TN 37618 621542726 3 9000 GENERAL SUPPORT SALVATION ARMY 137 MARTIN LUTHER KING JR BLVD BRISTOL TN 37620 580660607 3 67855 GENERAL SUPPORT YMCA 400 MARTIN LUTHER KING BLVD BRISTOL TN 37620 620521204 3 36941 GENERAL SUPPORT YWCA 106 STATE ST BRISTOL TN 37620 620488044 3 80079 GENERAL SUPPORT IMAGINATION LIBRARY OF SULLIVAN COU PO BOX 3045 KINGSPORT TN 37664 550860873 3 7280 GENERAL SUPPORT BRISTOL REGIONAL SPEECH & HEARING 111 COMMONWEALTH AVENUE BRISTOL VA 24201 620556300 3 16000 GENERAL SUPPORT COMMUNITIES IN SCHOOLS 220 LEE STREET BRISTOL VA 24201 461775208 3 40000 GENERAL SUPPORT AMERICAN RED CROSS 660 EASTERN STAR ROAD BRISTOL TN 37620 530196605 3 8000 GENERAL SUPPORT FAMILY PROMISE OF BRISTOL 100 ASH ST 2 BRISTOL TN 37620 452278494 3 15000 GENERAL SUPPORT MORRISON SCHOOL 400 EDGEWOOD LANE BRISTOL VA 24201 541053329 3 10000 GENERAL SUPPORT SCHEDULE I, PAGE 1, PART I, LINE 2 THE UNITED WAY RECRUITS QUALIFIED VOLUNTEERS TO FORM "EVALUATION AND ALLOCATION" TEAMS. THESE TEAMS EXTENSIVELY REVIEW THE ORGANIZATIONS SEEKING FUNDS. THESE TEAMS THEN MAKE RECOMMENDATIONS TO THE BOARD OF DIRCTORS FOR WHICH ORGANIZATIONS TO FUND. THE TEAMS COLLECT AMPLE INFORMATION OF THE ORGANIZATION, INCLUDING QUESTIONNAIRES AND AUDITED FINANCIAL STATEMENTS. THE TEAMS ALSO REVIEW THE ORGANIZATIONS AT THEIR LOCATIONS FOR WHAT THE MONEY WILL BE SPENT ON AND THE ORGANIZATION AS A WHOLE. TO REVIEW THE ORGANIZATIONS THROUGHOUT THE YEAR, UNITED WAY ALSO RECEIVES AND REVIEWS QUARTERLY QUESTIONNAIRES AND FINANCIAL STATEMENTS. FORM 990 - ORGANIZATION'S MISSION THE MISSION OF THE UNITED WAY OF BRISTOL IS TO BRING TOGETHER THE RESOURCES TO HELP PEOPLE IN THE REGIONAL COMMUNITY TO LIVE HEALTHY AND PRODUCTIVE LIVES. UNITED WAY BRISTOL WORKS WITH DOZENS OF COMMUNITY PARTNER AGENCIES THAT PROVIDE THOSE RESOURCES IN AREAS OF EDUCATION, INCOME, BASIC NEEDS, SAFETY NET SERVICES, AND HEALTH. FORM 990, PAGE 6, PART VI, LINE 11B A COPY OF THE ORGANIZATION'S FORM 990 IS REVIEWED AND APPROVED AT A BOARD MEETING BEFORE IT IS FILED. FORM 990, PAGE 6, PART VI, LINE 12C THE ORGANIZATION HAS A CONFLICT OF INTEREST POLICY THAT THE BOARD OF DIRECTORS HAS TO READ AND SIGN OFF EVERY YEAR. THE CONFLICT OF INTEREST POLICY REQUIRES DIRECTORS, OFFICERS, STAFF, AND VOLUNTEERS TO PROMPTLY AND OPENLY DISCLOSE KNOWN CONFLICTS OF INTEREST, POSSIBLE CONFLICTS OF INTEREST OR APPEARANCES OF CONFLICTS OF INTEREST IN MATTERS AFFECTING THE CONDUCT OF THE UNITED WAY, ITS DECISION PROCESS OR THE CONDUCT OF ITS MISSION. FORM 990, PAGE 6, PART VI, LINE 15A THE INDEPENDENT BOARD OF DIRECTORS REVIEW AND VOTES ON ALL COMPENSATION PAID. FORM 990, PAGE 6, PART VI, LINE 15B THE INDEPENDENT BOARD OF DIRECTORS REVIEW AND VOTES ON ALL COMPENSATION PAID. FORM 990, PAGE 6, PART VI, LINE 19 GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST.