2024-09-25T06:47:48-05:00 2023-12-31 621046406 JOHNSON HICKEY & MURCHISON PC 1040 WILLIAM WAY NW CLEVELAND TN 37312 990 2023-01-01 620548418 UNITED WAY OF THE OCOEE REGION UNIT 4234792020 PO BOX 193 CLEVELAND TN 37364 STEPHANIE LINKOUS PRESIDENT 4234792020 2024-09-24 0 KELVIN BISHOP P00236425 4234726543 2023 2024-08-08 14:25:15Z STEPHANIE LINKOUS PO BOX 193 CLEVELAND TN 37364 2829974 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 16 2136 0 0 2027160 1823161 70671 149034 1103494 857606 20576 173 3221901 2829974 2031437 1670938 0 0 860784 902490 0 0 223809 1182833 1123007 4075054 3696435 -853153 -866461 29273950 31354389 1036225 962239 28237725 30392150 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 1975968 690023 149207 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. 1389756 980915 BRADLEY MEMORIAL HEALTH ENDOWMENT FUND PROVIDES FUNDING TO IMPROVE AND ENHANCE HEALTHCARE,WELLNESS AND QUALITY OF LIFE OF THE CITIZENS OF BRADLEY COUNTY, TENNESSEE. 3365724 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 17 0 1 16 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 TANYA MAZZOLINI 4234792020 85 OCOEE STREET CLEVELAND TN 37311 MIKE GRIFFIN DIRECTOR 1.00 X 0 0 0 BILL MARTIN TREASURER 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 IMMEDIATE PAST BOARD CHAIR, CIT CHAIR 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 CHAIR 1.00 X 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 125653 0 12682 TANYA MAZZOLINI CFO 40.00 X 94055 0 12084 219708 0 24766 1 0 0 0 0 280752 1542409 516 1823161 VISTA PROGRAM FEES 624200 68434 68434 WOMEN UNITED 624200 52100 52100 CENTER FOR SOCIAL IMPA 624200 28500 28500 149034 701553 701553 67687 88366 0 0 67687 88366 156053 156053 OTHER INCOME 624200 173 173 173 2829974 149207 0 857606 X 1670938 1670938 244478 197436 29750 17292 508011 362047 24977 120987 45991 32887 1845 11259 52714 38371 3879 10464 51296 37643 3655 9998 17204 12614 2295 2295 154619 151600 3019 91156 87852 1652 1652 42093 21849 2758 17486 35770 22726 6522 6522 19789 11379 4205 4205 2185 1742 188 255 11377 10204 271 902 21131 21131 53003 28886 11502 12615 14544 8362 3091 3091 PROGRAM EXPENSE 346198 341101 5097 PROJECT ROUND UP 181951 181951 UNCOLLECTED PLEDGES 115636 115636 MISCELLANEOUS 6381 3155 318 2908 9970 6214 1878 1878 3696435 3365724 106902 223809 465002 629415 844908 807207 26228 23094 1141827 754779 432401 387048 27505411 29507625 29273950 31354389 55823 77143 980402 885096 1036225 962239 X 1570430 1538106 26667295 28854044 28237725 30392150 29273950 31354389 -866461 3020886 0 X 0 1 X 1 0 X 2943709 2376660 2153035 2027160 1823161 11323725 2943709 2376660 2153035 2027160 1823161 11323725 59512 11264213 773980 644832 689452 890837 701553 3700654 15024379 465781 0.74970 0.75470 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 26107584 3772296 980915 490483 151600 28256882 33097790 -5090681 1313515 424050 161960 26107584 31326750 3466432 1122301 394518 178573 33097790 29004002 3902586 849466 581560 148812 31326750 25190953 5162662 826107 375452 148054 29004002 0.80650 0.19350 0 1 1 38493 38493 970170 634725 335445 133164 120054 13110 387048 BROKERAGE MONEY FUNDS 547638 F GOVERNMENT FUNDS 2270086 F MUTUAL FUNDS 19488470 F PARTNERSHIPS 6423 F EQUITIES 7195008 F 29507625 5582688 3020886 2083 3022969 2559719 154619 115636 270255 2829974 3428263 2083 2083 3426180 154619 115636 270255 3696435 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 4B - OTHER ADJUSTMENTS: UNCOLLECTIBLE PLEDGES 115,636. PART XII, LINE 4B - OTHER ADJUSTMENTS: UNCOLLECTIBLE PLEDGES 115,636. 0 BOYS AND GIRLS CLUBS OF THE OCOEE REGION PO BOX 1511 CLEVELAND TN 37364 620729406 501(C)(3) 256000 0 PARTNER AGENCY CITY FIELDS 1075 BLYTHE AVE CLEVELAND TN 37311 821125482 501(C)(3) 162500 0 PARTNER AGENCY YMCA OF METROPOLITAN CHATTANOOGA 220 URBANE ROAD CLEVELAND TN 37312 620475699 501(C)(3) 118000 0 PARTNER AGENCY COURT APPOINTED SPECIAL ADV 170 N OCOEE STREET CLEVELAND TN 37311 272961555 501(C)(3) 32403 0 PARTNER AGENCY FAMILY RESOURCE AGENCY 3680 MICHIGAN AVE RD CLEVELAND TN 37323 620876593 501(C)(3) 38218 0 PARTNER AGENCY LEGAL AID OF EAST TN 535 CHESTNUT ST 360 CHATTANOOGA TN 37402 589132803 501(C)(3) 58871 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) 16000 0 COMMUNITY HEALTH 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) 35000 0 COMMUNITY HEALTH FAMILY RESOURCE AGENCY 3680 MICHIGAN AVE RD CLEVELAND TN 37323 620876593 501(C)(3) 35229 0 COMMUNITY HEALTH HABITAT FOR HUMANITY 300 GROVE AVE SW CLEVELAND TN 37311 581916544 501(C)(3) 50000 0 COMMUNITY HEALTH KARIS COMMUNITY HEALTH 214 BROAD STREET SW CLEVELAND TN 37311 472204923 501(C)(3) 410000 0 COMMUNITY HEALTH LEE UNIVERSITY 1120 N OCOEE ST CLEVELAND TN 37311 620502739 501(C)(3) 12655 0 COMMUNITY HEALTH LUDIC SPECTRUM CENTER 383 PARKER ST NE CLEVELAND TN 37311 842507346 501(C)(3) 30000 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) 20000 0 COMMUNITY HEALTH ORPHANWISE 4920 ATLANTA HIGHWAY 522 ALPHARETTA GA 30004 841998590 501(C)(3) 10000 0 COMMUNITY HEALTH WALTER E BOEHM BIRTH DEFECTS 975 EAST 3RD ST CHATTANOOGA TN 37403 510175126 501(C)(3) 11000 0 COMMUNITY HEALTH THE CARING PLACE 130 WILDWOOD AVE CLEVELAND TN 37311 900051191 501(C)(3) 163031 0 COMMUNITY HEALTH THE HOPE CENTER INC 2600 EXECUTIVE PARK DR NW CLEVELAND TN 37312 621481111 501(C)(3) 40000 0 COMMUNITY HEALTH WOODSONG FOREST EDUCATION FOUNDATION PO BOX 914 CLEVELAND TN 37364 831119673 501(C)(3) 30000 0 COMMUNITY HEALTH LIVING WATER MISSIONS INTERNATIONAL 451 HUGHES RD SE CLEVELAND TN 37323 460696399 501(C)(3) 12000 0 COMMUNITY HEALTH MEDICAL FOUNDATION OF CHATT 1917 EAST THIRD ST CHATTANOOGA TN 37404 581696660 501(C)(3) 7500 0 COMMUNITY HEALTH 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. 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. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 4,974. MANAGEMENT AND GENERAL EXPENSES 1,607. FUNDRAISING EXPENSES 1,607. TOTAL EXPENSES 8,188. CONTRACT LABOR: PROGRAM SERVICE EXPENSES 82,878. MANAGEMENT AND GENERAL EXPENSES 45. FUNDRAISING EXPENSES 45. TOTAL EXPENSES 82,968. FORM 990, PART IX, LINE 24E REPAIRS & MAINTENANCE: PROGRAM SERVICE EXPENSES 4,317. MANAGEMENT AND GENERAL EXPENSES 930. FUNDRAISING EXPENSES 930. TOTAL EXPENSES 6,177. DUES & SUBSCRIPTIONS: PROGRAM SERVICE EXPENSES 1,897. MANAGEMENT AND GENERAL EXPENSES 948. FUNDRAISING EXPENSES 948. TOTAL EXPENSES 3,793. 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