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UNITED WAY OF MIDDLE TENNESSEE INC: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
UNITED WAY OF MIDDLE TENNESSEE INC (EIN 62-0533104)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-08-20
IRS object ID
202002339349301400
Schema version
2019v5.1
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)
Return2020-08-20T16:56:59-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt
Return Type990ReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN620533104EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1UNITED WAY OF MIDDLE TENNESSEE INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlUNITBusinessNameControlTxt
Phone6152558501PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1250 VENTURE CIRCLEAddressLine1Txt
CityNASHVILLECityNm
State AbbreviationTNStateAbbreviationCd
ZIP37228ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSUMMOR PENNINGTONPersonNm
Person TitleCFOPersonTitleTxt
Phone6152558501PhoneNum
Signature2020-08-20SignatureDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address65.198.206.98IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-08-20IPDt
IP Tm13:56:27IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id1859125A1FFEB578F7BB16A7BCB2D4782BFF1E26AtSubmissionCreationDeviceId
At Submission Filing Device Id572DC34321C8E55952FE6A1E0B7461300318CAEBAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2020-09-23 17:36:50ZBuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

FieldValueIRS element (for citing)
Business Name Line1UNITED WAY OF GREATER NASHVILLE (UWGN)BusinessNameLine1Txt
FieldValueIRS element (for citing)
Principal OfficerSUMMOR PENNINGTONPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1250 VENTURE CIRCLEAddressLine1Txt
CityNASHVILLECityNm
State AbbreviationTNStateAbbreviationCd
ZIP37228ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$42,423,336GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.UNITEDWAYNASHVILLE.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1954FormationYr
Legal Domicile StateTNLegalDomicileStateCd
Activity Or MissionUWGN UNITES THE COMMUNITY AND MOBILIZES RESOURCES SO THAT EVERY CHILD, INDIVIDUAL AND FAMILY THRIVESActivityOrMissionDesc
Voting Members Governing Body43VotingMembersGoverningBodyCnt
Voting Members Independent43VotingMembersIndependentCnt
Total Employee91TotalEmployeeCnt
Total Volunteers5582TotalVolunteersCnt
Total Gross UBI$12,000TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$10,100NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$24,702,846PYContributionsGrantsAmt
CY Contributions Grants$33,164,153CYContributionsGrantsAmt
PY Program Service Revenue$429,392PYProgramServiceRevenueAmt
CY Program Service Revenue$352,488CYProgramServiceRevenueAmt
PY Investment Income$831,958PYInvestmentIncomeAmt
CY Investment Income$1,739,809CYInvestmentIncomeAmt
PY Other Revenue-$159,252PYOtherRevenueAmt
CY Other Revenue-$47,696CYOtherRevenueAmt
PY Total Revenue$25,804,944PYTotalRevenueAmt
CY Total Revenue$35,208,754CYTotalRevenueAmt
PY Grants And Similar Paid$18,496,213PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$20,092,455CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$4,239,112PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$5,134,953CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$2,385,217CYTotalFundraisingExpenseAmt
PY Other Expenses$2,146,233PYOtherExpensesAmt
CY Other Expenses$2,918,878CYOtherExpensesAmt
PY Total Expenses$24,881,558PYTotalExpensesAmt
CY Total Expenses$28,146,286CYTotalExpensesAmt
PY Revenues Less Expenses$923,386PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$7,062,468CYRevenuesLessExpensesAmt
Total Assets BOY$32,076,934TotalAssetsBOYAmt
Total Assets EOY$42,723,116TotalAssetsEOYAmt
Total Liabilities BOY$7,861,764TotalLiabilitiesBOYAmt
Total Liabilities EOY$9,896,652TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$24,215,170NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$32,826,464NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionUNITED WAY OF GREATER NASHVILLE UNITES THE COMMUNITY AND MOBILIZES RESOURCES SO THAT EVERY CHILD, INDIVIDUAL, AND FAMILY THRIVES.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$7,417,003ExpenseAmt
Grant$6,538,110GrantAmt
DescTHE OUTCOME BASED INVESTMENTS PROGRAM PROVIDES FUNDING SUPPORT TO 143 COMMUNITY BASED PROGRAMS IN 94 NONPROFIT AGENCIES IN DAVISON, WILLIAMSON, ROBERTSON, CHEATHAM AND HICKMAN COUNTIES, TN. THESE PROGRAMS SERVE OVER 116,000 LOW INCOME, VULNERABLE CHILDREN AND ADULTS BY PROVIDING MEASURABLE CHANGES IN BEHAVIOR OR CONDITION IN THREE FOCUS AREAS- EDUCATION, FINANCIAL STABILITY AND HEALTH. HIGHLIGHTS OF PROGRAM OUTCOMES IN THESE AREAS ARE: EDUCATION - 94% OF PRE-K CHILDREN ENROLLED IN THE READ TO SUCCEED EARLY LITERACY PROGRAM ASSESSED KINDERGARTEN READY. FINANCIAL STABILITY- 14,600 FAMILIES BENEFITTED FROM FREE TAX PREPARATION AND RECEIVED MORE THAN $19.8 MILLION IN TAX REFUNDS AND EITC CREDITS. HEALTH - MORE THAN 6,400 INDIVIDUALS IMPROVED PHYSICAL OR MENTAL HEALTH THROUGH PHYSICAL ACTIVITY, CASE MANAGEMENT, OR CHRONIC DISEASE SELF-MANAGEMENT.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$6,116,195ExpenseAmt
Grant$5,222,106GrantAmt
DescUNITED WAY ADMINISTERS TWO FEDERAL GRANTS AWARDED TO STATE AND LOCAL HEALTH DEPARTMENTS THROUGH THE HEALTH RESOURCES AND SERVICES ADMINISTRATION (HRSA) AND THE CENTER FOR DISEASE CONTROL (CDC) THAT ARE FOCUSED ON HIV CARE AND PREVENTION. THE RYAN WHITE/CARE GRANTS FOCUSES ON PROVIDING CORE MEDICAL (MEDICAL CASE MANAGEMENT, MENTAL HEALTH, SUBSTANCE ABUSE, ORAL HEALTH CARE, ETC.) AND SUPPORT SERVICES (NON-MEDICAL CASE MANAGEMENT, FOOD BANK/HOME-DELIVERED MEALS, TRANSPORTATION, ETC.) TO INDIVIDUALS LIVING IN 92 OF THE 95 COUNTIES IN TENNESSEE. OVER 2,500 ARE SERVED ANNUALLY. THE CDC/HIV PREVENTION GRANT FOCUSES ON PROVIDING PREVENTION AND EDUCATION SERVICES TO TARGET POPULATIONS AT HIGH RISK FOR HIV/LIVING WITH HIV. OVER 700 INDIVIDUALS ARE REACHED THROUGH SPECIFIC PREVENTION INTERVENTIONS DESIGNED FOR THE TARGET POPULATIONS.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$3,339,887ExpenseAmt
Grant$3,339,887GrantAmt
Revenue$352,488RevenueAmt
DescDURING THE ANNUAL UNITED WAY CAMPAIGN, SOME DONORS CHOOSE TO DIRECTLY DESIGNATE SOME PORTION OF THEIR GIFT TO A SPECIFIC NON-PROFIT AGENCY OR UNITED WAY IN ANOTHER COMMUNITY. DESIGNATED GIFTS ARE AGGREGATED AND ARE THEN PAID TO THE AGENCIES OR ORGANIZATIONS AS THEY ARE COLLECTED, SUBJECT ONLY TO A MODEST ADMINISTRATIVE FEE TO HELP SUPPORT THE COST OF THE UNITED WAY CAMPAIGN. THE DESIGNATED GIFTS ARE DISTRIBUTED TO THE RECIPIENT AGENCIES WITHOUT RESTRICTION, FOR USE AS DETERMINED BY THE AGENCY. TO BE ELIGIBLE FOR DESIGNATED GIFTS, AGENCIES MUST BE TAX EXEMPT UNDER SECTION 5013, HAVE A HEALTH AND HUMAN SERVICES FOCUS, AND HAVE A PRESENCE IN THE MIDDLE TENNESSEE COMMUNITY.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (6 entries)

ExpenseExpenseAmtGrantGrantAmtDescDesc
$7,391,266$4,992,352THE NASHVILLE ALLIANCE FOR FINANCIAL INDEPENDENCE (NAFI) IS COALITION OF PROFESSIONALS HELPING WORKING INDIVIDUALS AND FAMILIES BUILD ASSETS FOR LONG-LASTING FINANCIAL INDEPENDENCE. NAFI PROVIDES PROFESSIONAL DEVELOPMENT TO MORE THAN 50 LOCAL NONPROFITS ON TOPICS RELATED TO FINANCES AND CONVENES MULTI-SECTOR PARTNERS TO EFFECTIVELY PROBLEM SOLVE TO CHANGE COMMUNITY CONDITIONS. FREE FEDERAL INCOME TAX PREPARATION IS OFFERED THROUGH VOLUNTEER INCOME TAX ASSISTANCE (VITA) SITES SPECIFICALLY AIMED AT HOUSEHOLDS EARNING $66,000 OR LESS. THIS SERVICE ENSURES FILERS CLAIM ALL THEIR ELIGIBLE CREDITS. IN 2019, VITA SITES HELPED 14,600 FAMILIES COLLECT OVER $19.8 MILLION IN TOTAL FEDERAL REFUNDS AND SAVE MORE THAN $3.89 MILLION IN FILING FEES. IN PARTNERSHIP WITH THE MAYOR'S OFFICE, UWGN OPERATES THE CITY'S FINANCIAL EMPOWERMENT CENTERS (FECS), AN INITIATIVE AIMED AT REDUCING DEBT, INCREASING SAVINGS AND PROVIDING FINANCIAL LITERACY TO THE COMMUNITY. CENTERS PROVIDE FREE ONE-ON-ONE FINANCIAL COUNSELING AND TEACH CLIENTS HOW TO OPEN SAFE AND AFFORDABLE BANK ACCOUNTS, ESTABLISH AND INCREASE CREDIT SCORES, REDUCE DEBT AND INCREASE SAVINGS. COMMON GOALS AND METRICS WERE ESTABLISHED IN PARTNERSHIP WITH THE MAYOR'S OFFICE AND SUSTAINABILITY FOR THE WORK HAS CONTINUED THROUGH CITY AND UNITED WAY OPERATING A COST SHARE MODEL. SINCE INCEPTION, THE FECS HAVE ASSISTED MORE THAN 7,700 CLIENTS ELIMINATE DEBT OF NEARLY $14.2 MILLION, INCREASE SAVINGS OVER $2.9 MILLION, INCREASE THEIR CREDIT SCORES AND ENGAGE IN A TRADITIONAL AND SAFE BANKING RELATIONSHIP, ULTIMATELY RESULTING IN FINANCIAL INDEPENDENCE.
PEOPLE WHO NEED HELP, BUT DON'T KNOW WHERE TO START CAN CALL THE 2-1-1 COMMUNITY SERVICES HELP LINE TO SPEAK WITH A COMMUNITY RESOURCE SPECIALIST WITH ACCESS TO A COMPREHENSIVE DATABASE OF RESOURCES ACROSS OUR 42-COUNTY SERVICE AREA. THE 2-1-1 HOTLINE HAS TAKEN MORE THAN 1.5 MILLION CONTACTS SINCE 2004. TOP NEEDS FREQUENTLY IDENTIFIED ARE FOOD, UTILITIES, RENT PAYMENT ASSISTANCE, AND TAX PREPARATION SITE INFORMATION. 2-1-1 ALSO SERVES AS THE ENTRY POINT FOR PEOPLE LOOKING FOR FREE TAX PREPARATION SERVICES THROUGH THE NASHVILLE ALLIANCE FOR FINANCIAL INDEPENDENCE AND VOLUNTEER INCOME TAX ASSISTANCE SITES.
EFFECTIVE JUNE 1, 2013, UNITED WAY OF METROPOLITAN NASHVILLE PARTNERED WITH THE GOVERNOR'S BOOKS FROM BIRTH FOUNDATION TO LEAD DOLLY PARTON'S IMAGINATION LIBRARY PROGRAM IN DAVIDSON, WILLIAMSON AND SUMNER COUNTIES. THIS PROGRAM DISTRIBUTES ONE HIGH QUALITY AND AGE-APPROPRIATE BOOK EACH MONTH TO CHILDREN FROM BIRTH TO AGE FIVE, AT NO COST TO THEIR FAMILIES, REGARDLESS OF INCOME. WITH THE IMAGINATION LIBRARY COMPLEMENTING THE UNITED WAY READ TO SUCCEED PROGRAM, WE WILL BE ABLE TO DISPLAY A CLEAR PATH TO LITERACY FOR CHILDREN BEGINNING AT BIRTH. IN 2019, UNITED WAY OF METROPOLITAN NASHVILLE DISTRIBUTED OVER 514,000 BOOKS TO CHILDREN IN THE THREE-COUNTY COVERAGE AREA.
THREE OUT OF FOUR NASHVILLE THIRD GRADERS ARE NOT READING AT GRADE LEVEL, A CHALLENGE NASHVILLE HAS WRESTLED WITH FOR MORE THAN TWO DECADES. UNITED WAY WAS SELECTED TO LEAD THE FIRST OF ITS KIND LITERACY PLAN TO DOUBLE THE NUMBER OF THIRD GRADERS READING AT GRADE LEVEL BY 2025. THIS INITIATIVE, REFERRED TO AS THE BLUEPRINT FOR EARLY CHILDHOOD SUCCESS, ADDRESSES A RANGE OF ISSUES, INCLUDING ACCESS TO BOOKS, CHRONIC ABSENTEEISM, SUMMER LEARNING LOSS, AFTER-SCHOOL PROGRAMS AND MORE. THIS PROGRAM WORKS ALONGSIDE READ TO SUCCEED, A PRE-K LITERACY INITIATIVE IN LOCAL CHILDCARE CENTERS SERVING VULNERABLE POPULATIONS. READ TO SUCCEED'S GOAL IS TO PREPARE AT-RISK, LOW-INCOME CHILDREN TO BE SUCCESSFUL IN SCHOOL. THROUGH DONOR FUNDING, UNITED WAY IS SERVING OVER 750 OF NASHVILLE'S MOST AT-RISK PRESCHOOL CHILDREN IN AN OUTSTANDING, HIGH-QUALITY PRESCHOOL EXPERIENCE. BEFORE THE START OF THIS PROGRAM, ONLY 33% OF THE FOUR-YEAR-OLDS IN THESE CENTERS TESTED AT AVERAGE OR HIGHER ON KINDERGARTEN READINESS ASSESSMENTS. IN THE SPRING OF 2018, 97% OF THE FOUR-YEAR-OLDS ENROLLED IN READ TO SUCCEED PROGRAMS WERE ASSESSED WITH THE LITERACY AND KINDERGARTEN READINESS SKILLS NEEDED TO ENTER SCHOOL FOR SUCCESS. READ TO SUCCEED HAS ENJOYED A SUCCESS RATE OF 90% OR HIGHER SINCE 2007. RAISE YOUR HAND IS A TUTORING INITIATIVE WITHIN 13 WILLIAMSON COUNTY AND FRANKLIN SPECIAL SCHOOLS, MATCHING TUTORS WITH STUDENTS WHO ARE PERFORMING BELOW THE STATE STANDARD. THESE VOLUNTEERS TUTOR IN CLASSROOMS AFTER SCHOOL, HELPING FIRST THROUGH FOURTH GRADE STUDENTS STRUGGLING WITH READING AND MATH.
THE MAJORITY OF PROGRAM ASSISTANCE INCLUDED HERE IS ONE-TIME GIFTS OF BASIC NEEDS ITEMS, BOOKS, SCHOOL SUPPLIES, INFANT CARE ITEMS, ETC. TO PARTNER AGENCIES OF UNITED WAY OF MIDDLE TENNESSEE. DURING OUR QUARTERLY DAYS OF ACTION, BOTH MONETARY CONTRIBUTIONS AND IN-KIND ITEMS ARE COLLECTED FOR THE SPECIFIC PURPOSE OF HIGHLIGHTING ONE OF OUR IMPACT AREAS (EDUCATION, FINANCIAL STABILITY, OR HEALTH). VOLUNTEERS JOIN IN THE EFFORTS TO RAISE MONEY, SUPPLIES, AND AWARENESS FOR THOSE PARTNER AGENCIES SERVING THE COMMUNITY IN THAT SPECIFIC IMPACT AREA. THE PROCEEDS, IN THE FORM OF IN-KIND ITEMS, ARE THEN DISTRIBUTED DIRECTLY TO THOSE AGENCIES.
OPERATED IN PARTNERSHIP WITH THE SIEMER INSTITUTE, THE FAMILY EMPOWERMENT PROGRAM HELPS HOMELESS STUDENTS AND THEIR FAMILIES AND THOSE AT-RISK FOR HOMELESSNESS FIND SECURE, STABLE HOUSING. UWGN USES FUNDING FROM THE DEPARTMENT OF HUMAN SERVICES TO ADMINISTER THIS PROGRAM, SERVING MORE THAN 176 WORKING FAMILIES SINCE INCEPTION IN JULY 2014. MORE THAN 35 FAMILIES HAVE ALREADY COMPLETED THE PROGRAM AND 114 HAVE MOVED INTO STABLE HOUSING. THE PROGRAM ALSO OFFERS CONTINUOUS SUPPORT FOR FAMILIES FOR UP TO 24 MONTHS TO ADDRESS ADDITIONAL NEEDS. IT UTILIZES UNITED WAY COMMUNITY PARTNERS AND FAMILY RESOURCE CENTERS TO LOCATE CASE MANAGERS THROUGHOUT THE CITY. THE PROGRAM ALSO PROVIDES FREE ONE-ON-ONE FINANCIAL COUNSELING THROUGH THE NASHVILLE FINANCIAL EMPOWERMENT CENTER, A UNITED WAY PARTNERSHIP WITH THE MAYOR'S OFFICE TO HELP PARTICIPATING FAMILIES BECOME FINANCIALLY STABLE.
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$7,391,266TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$4,992,352TotalOtherProgSrvcGrantAmt
Total Program Service Expenses$24,264,351TotalProgramServiceExpensesAmt
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
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
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 Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
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 With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
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 Document102IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee91EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members43GoverningBodyVotingMembersCnt
Independent Voting Member43IndependentVotingMemberCnt
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
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonSUMMOR PENNINGTON CFOPersonNm
Phone6152558501PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1250 VENTURE CIRCLEAddressLine1Txt
CityNASHVILLECityNm
State AbbreviationTNStateAbbreviationCd
ZIP37228ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (51 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
BRIAN HASSETT
PRESIDENT AND CEO40.00Yes (X)$325,412$0$51,120
MARY JO WIGGINS
CHIEF DEVELOPMENT OFFICER40.00Yes (X)$194,392$0$14,758
ERICA MITCHELL
CHIEF COMMUNITY IMPACT OFF40.00Yes (X)$176,891$0$13,466
SUMMOR PENNINGTON
CHIEF FINANCIAL OFFICER40.00Yes (X)$138,974$0$11,830
JAMES BEARDEN
SECRETARY-TRUSTEE4.00Yes (X)$0$0$0Yes (X)
ROBERT DITTUS
COMMUNITY INVESTMENT-STRATEGY CHAIR4.00Yes (X)$0$0$0Yes (X)
JENNEEN KAUFMAN
TREASURER-TRUSTEE4.00Yes (X)$0$0$0Yes (X)
GORDON KNAPP
BOARD CHAIR-TRUSTEE4.00Yes (X)$0$0$0Yes (X)
MICKEY MCKAY
CAMPAIGN COMMITTEE CHAIR4.00Yes (X)$0$0$0Yes (X)
JIM SCHMITZ
IMMEDIATE PAST BOARD CHAIR4.00Yes (X)$0$0$0Yes (X)
JAMES WEAVER
GOVERNMENT RELATIONS CHAIR4.00Yes (X)$0$0$0Yes (X)
TIM ADAMS
TRUSTEE2.00$0$0$0Yes (X)
JANET AYERS
TRUSTEE2.00$0$0$0Yes (X)
SCOTT BECKER
TRUSTEE2.00$0$0$0Yes (X)
CATHY STEWART BROWN
TRUSTEE2.00$0$0$0Yes (X)
WILLIAM F CARPENTER III
TRUSTEE2.00$0$0$0Yes (X)
DON COCHRAN
EX OFFICIO TRUSTEE2.00$0$0$0Yes (X)
CHARLIE COOK
TRUSTEE2.00$0$0$0Yes (X)
JOHN CROSSLIN
VICE CHAIR-TRUSTEE4.00$0$0$0Yes (X)
HONORABLE KARL DEAN
TRUSTEE2.00$0$0$0Yes (X)
ROBERT DENNIS
TRUSTEE4.00$0$0$0Yes (X)
SAM DEVANE
TRUSTEE2.00$0$0$0Yes (X)
JIM GINGRICH
TRUSTEE2.00$0$0$0Yes (X)
KRISTI MORROW
TRUSTEE2.00$0$0$0Yes (X)
HON ALBERTO R GONZALES
TRUSTEE2.00$0$0$0Yes (X)
TONY HEARD
TRUSTEE2.00$0$0$0Yes (X)
SCOTT POHLMAN
TRUSTEE2.00$0$0$0Yes (X)
DAMON HININGER
TRUSTEE2.00$0$0$0Yes (X)
LAURA HOLLINGSWORTH
TRUSTEE2.00$0$0$0Yes (X)
LEE ANN INGRAM
TRUSTEE2.00$0$0$0Yes (X)
R MILTON JOHNSON
TRUSTEE2.00$0$0$0Yes (X)
WILLIAM C KOCH JR
TRUSTEE2.00$0$0$0Yes (X)
KEVIN ROME PHD
TRUSTEE2.00$0$0$0Yes (X)
ROB MCNEILLY
TRUSTEE2.00$0$0$0Yes (X)
BLAKE STINNETTE
TRUSTEE2.00$0$0$0Yes (X)
JOELLE PHILLIPS
TRUSTEE2.00$0$0$0Yes (X)
BEN L RECHTER
TRUSTEE2.00$0$0$0Yes (X)
RONALD ROBERTS
TRUSTEE2.00$0$0$0Yes (X)
HEATHER ROHAN
TRUSTEE2.00$0$0$0Yes (X)
ANNE RUSSELL
TRUSTEE2.00$0$0$0Yes (X)
MIKE SCHATZLEIN
TRUSTEE2.00$0$0$0Yes (X)
MIKE SHMERLING
TRUSTEE2.00$0$0$0Yes (X)
WAYNE SMITH
TRUSTEE2.00$0$0$0Yes (X)
REV LEIGH SPRUILL
TRUSTEE2.00$0$0$0Yes (X)
DAVE WALTON
TRUSTEE2.00$0$0$0Yes (X)
EMILY WEISS
TRUSTEE2.00$0$0$0Yes (X)
ERIC STUCKEY
TRUSTEE2.00$0$0$0Yes (X)
JENNIFER WRIGHT
CHIEF MARKETING OFFICER40.00Yes (X)$114,241$0$14,963
PAM BRYANT
AREA PRESIDENT40.00Yes (X)$16,897$0$729
JOHN BALL
DIRECTOR, IT40.00$124,626$0$13,232Yes (X)
CELESTE WILSON
DIRECTOR, MAJOR GIFTS40.00$116,749$0$9,523Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$1,208,182TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$129,621TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K7IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ELEVATE CONSULTINGBusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line11011 GILLOCK STREET 160466AddressLine1Txt
CityNASHVILLECityNm
State AbbreviationTNStateAbbreviationCd
ZIP37216ZIPCd
FieldValueIRS element (for citing)
ServicesCOMMUNITY IMPACT CONSULTINGServicesDesc
Compensation$160,427CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt
Federated Campaigns$389,353FederatedCampaignsAmt
Government Grants$9,384,983GovernmentGrantsAmt
All Other Contributions$23,389,817AllOtherContributionsAmt
Noncash Contributions$871,896NoncashContributionsAmt
Total Contributions$33,164,153TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescDESIGNATION SERVICE FEDesc
Business900099BusinessCd
Total Revenue Column$352,488TotalRevenueColumnAmt
Related Or Exempt Func Income$352,488RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$352,488TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$281,868TotalRevenueColumnAmt
Exclusion$281,868ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$12,000RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$0RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$12,000RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$12,000TotalRevenueColumnAmt
Unrelated Business Revenue$12,000UnrelatedBusinessRevenueAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$8,672,523SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$7,214,582SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$1,457,941SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,457,941TotalRevenueColumnAmt
Exclusion$1,457,941ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtExclusionExclusionAmt
MISCELLANEOUS INCOME999999$25,114$25,114
EMPLOYEE RETIREMENT PL999999-$84,810-$84,810
FieldValueIRS element (for citing)
Other Revenue Total-$59,696OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$35,208,754TotalRevenueColumnAmt
Related Or Exempt Func Income$352,488RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$12,000UnrelatedBusinessRevenueAmt
Exclusion$1,680,113ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$20,092,455TotalAmt
Program Services$20,092,455ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$1,073,674TotalAmt
Program Services$325,050ProgramServicesAmt
Management And General$272,577ManagementAndGeneralAmt
Fundraising$476,047FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$3,413,354TotalAmt
Program Services$1,943,451ProgramServicesAmt
Management And General$537,783ManagementAndGeneralAmt
Fundraising$932,120FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$28,384TotalAmt
Program Services$20,210ProgramServicesAmt
Management And General$6,871ManagementAndGeneralAmt
Fundraising$1,303FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$317,244TotalAmt
Program Services$178,980ProgramServicesAmt
Management And General$77,468ManagementAndGeneralAmt
Fundraising$60,796FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$302,297TotalAmt
Program Services$157,847ProgramServicesAmt
Management And General$51,256ManagementAndGeneralAmt
Fundraising$93,194FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$53,930TotalAmt
Management And General$53,930ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$61,253TotalAmt
Program Services$10,000ProgramServicesAmt
Management And General$51,253ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$1,136,567TotalAmt
Program Services$763,943ProgramServicesAmt
Management And General$145,334ManagementAndGeneralAmt
Fundraising$227,290FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$243,761TotalAmt
Program Services$125,734ProgramServicesAmt
Management And General$17,919ManagementAndGeneralAmt
Fundraising$100,108FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$401,205TotalAmt
Program Services$136,926ProgramServicesAmt
Management And General$51,509ManagementAndGeneralAmt
Fundraising$212,770FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$186,596TotalAmt
Program Services$105,428ProgramServicesAmt
Management And General$44,128ManagementAndGeneralAmt
Fundraising$37,040FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$108,503TotalAmt
Program Services$70,561ProgramServicesAmt
Management And General$12,696ManagementAndGeneralAmt
Fundraising$25,246FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$230,002TotalAmt
Program Services$111,481ProgramServicesAmt
Management And General$14,571ManagementAndGeneralAmt
Fundraising$103,950FundraisingAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$275,734TotalAmt
Program Services$146,011ProgramServicesAmt
Management And General$60,108ManagementAndGeneralAmt
Fundraising$69,615FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$39,415TotalAmt
Program Services$22,166ProgramServicesAmt
Management And General$7,107ManagementAndGeneralAmt
Fundraising$10,142FundraisingAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUSDesc
Total$181,912TotalAmt
Program Services$54,108ProgramServicesAmt
Management And General$92,208ManagementAndGeneralAmt
Fundraising$35,596FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$28,146,286TotalAmt
Program Services$24,264,351ProgramServicesAmt
Management And General$1,496,718ManagementAndGeneralAmt
Fundraising$2,385,217FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$4,664,982BOYAmt
EOY$7,086,939EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$11,353,722BOYAmt
EOY$13,261,847EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$70,596BOYAmt
EOY$159,579EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$3,342,621LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$2,908,578LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$370,246BOYAmt
EOY$434,043EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$15,001,589BOYAmt
EOY$21,110,642EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$615,799BOYAmt
EOY$670,066EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$32,076,934BOYAmt
EOY$42,723,116EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$497,849BOYAmt
EOY$1,821,361EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$7,326,711BOYAmt
EOY$7,867,367EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$37,204BOYAmt
EOY$207,924EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$7,861,764BOYAmt
EOY$9,896,652EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$5,072,731BOYAmt
EOY$11,620,112EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$19,142,439BOYAmt
EOY$21,206,352EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$24,215,170BOYAmt
EOY$32,826,464EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$32,076,934BOYAmt
EOY$42,723,116EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$7,062,468ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$1,548,826NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
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 RequiredYes (1)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (1)FederalGrantAuditPerformedInd

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$19,113,022CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$19,685,124CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$24,272,817CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$24,702,846CurrentTaxYearMinus1YearAmt
Current Tax Year$33,164,153CurrentTaxYearAmt
Total$120,937,962TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$19,113,022CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$19,685,124CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$24,272,817CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$24,702,846CurrentTaxYearMinus1YearAmt
Current Tax Year$33,164,153CurrentTaxYearAmt
Total$120,937,962TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$120,937,962PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$200,528CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$201,207CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$227,404CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$247,994CurrentTaxYearMinus1YearAmt
Current Tax Year$281,868CurrentTaxYearAmt
Total$1,159,001TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$26,648CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,895CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$24,000CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$12,000CurrentTaxYearMinus1YearAmt
Current Tax Year$12,000CurrentTaxYearAmt
Total$79,543TotalAmt
FieldValueIRS element (for citing)
Total Support$122,176,506TotalSupportAmt
Gross Receipts Rltd Activities$1,550,609GrossReceiptsRltdActivitiesAmt
Public Support CY1700.98990PublicSupportCY170Pct
Public Support PY1700.99000PublicSupportPY170Pct
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

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$10,276,086BeginningYearBalanceAmt
Contributions$2,537,900ContributionsAmt
Investment Earnings Or Losses$2,346,063InvestmentEarningsOrLossesAmt
Other Expenditures$525,000OtherExpendituresAmt
Administrative Expenses$42,279AdministrativeExpensesAmt
End Year Balance$14,592,770EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$11,356,159BeginningYearBalanceAmt
Investment Earnings Or Losses$540,416InvestmentEarningsOrLossesAmt
Other Expenditures$497,000OtherExpendituresAmt
Administrative Expenses$42,656AdministrativeExpensesAmt
End Year Balance$10,276,087EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$9,987,120BeginningYearBalanceAmt
Contributions$323ContributionsAmt
Investment Earnings Or Losses$1,884,963InvestmentEarningsOrLossesAmt
Other Expenditures$475,000OtherExpendituresAmt
Administrative Expenses$41,247AdministrativeExpensesAmt
End Year Balance$11,356,159EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$9,670,867BeginningYearBalanceAmt
Contributions$55,178ContributionsAmt
Investment Earnings Or Losses$758,005InvestmentEarningsOrLossesAmt
Other Expenditures$460,000OtherExpendituresAmt
Administrative Expenses$36,930AdministrativeExpensesAmt
End Year Balance$9,987,120EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$9,030,915BeginningYearBalanceAmt
Contributions$1,143,890ContributionsAmt
Investment Earnings Or Losses$9,586InvestmentEarningsOrLossesAmt
Other Expenditures$475,000OtherExpendituresAmt
Administrative Expenses$38,524AdministrativeExpensesAmt
End Year Balance$9,670,867EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.48000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.52000PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.00000TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$272,715OtherCostOrOtherBasisAmt
Book Value$272,715BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$968,690OtherCostOrOtherBasisAmt
Depreciation$968,690DepreciationAmt
Book Value$0BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$726,275OtherCostOrOtherBasisAmt
Depreciation$679,171DepreciationAmt
Book Value$47,104BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,374,941OtherCostOrOtherBasisAmt
Depreciation$1,260,717DepreciationAmt
Book Value$114,224BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$434,043TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescPENSION LIABILITYDesc
Amt$207,924Amt
FieldValueIRS element (for citing)
Total Liability$207,924TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$33,537,100TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$1,548,826NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$119,407DonatedServicesAndUseFcltsAmt
Revenue Not Reported$1,668,233RevenueNotReportedAmt
Revenue Subtotal$31,868,867RevenueSubtotalAmt
Other Revenues Not Included$3,339,887OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$3,339,887RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$35,208,754TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$24,925,806TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$119,407DonatedServicesUseFcltsAmt
Expenses Not Reported$119,407ExpensesNotReportedAmt
Expenses Subtotal$24,806,399ExpensesSubtotalAmt
Other Expenses Not Included$3,339,887OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$3,339,887ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$28,146,286TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, LINE 4:CURRENTLY, ENDOWMENT FUNDS ARE PERMANENTLY RESTRICTED AND HELD WITHIN MARKET PER THE ORGANIZATION'S IPS FOR GROWTH.
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 4B - OTHER ADJUSTMENTS:CAMPAIGN CONTRIBUTIONS DESIGNATED TO SPECIFIC AGENCIES 3,339,887.
PART XII, LINE 4B - OTHER ADJUSTMENTS:CAMPAIGN CONTRIBUTIONS DESIGNATED TO SPECIFIC AGENCIES 3,339,887.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (229 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
413 STRONG
PO BOX 101425NASHVILLETN37224471939832501(C)3$37,000PROGRAM OPNS (OBI)
413 STRONG
PO BOX 101425NASHVILLETN37224471939832501(C)3$1,824DONOR DIRECTED DESIGNATIONS
ALIVE HOSPICE INC
1718 PATTERSON STNASHVILLETN37203620983550501(C)3$20,000PROGRAM OPNS (OBI)
ALIVE HOSPICE INC
1719 PATTERSON STNASHVILLETN37203620983551501(C)3$54,325DONOR DIRECTED DESIGNATIONS
ALZHEIMER'S ASSOCIATION OF MIDDLE TN
4205 HILLSBORO PIKE SUITE 216NASHVILLETN37215621437684501(C)3$11,079DONOR DIRECTED DESIGNATIONS
AMERICAN CANCER SOCIETY
2000 CHARLOTTE AVENUENASHVILLETN37203131788491501(C)3$13,368DONOR DIRECTED DESIGNATIONS
AMERICAN RED CROSSRUTHERFORD
501 MEMORIAL BLVDMURFREESBOROTN37129530196650501(C)3$7,416DONOR DIRECTED DESIGNATIONS
AMERICAN RED CROSS-DAVIDSON COUNTY
2201 CHARLOTTE AVENASHVILLETN37203530196605501(C)3$30,000PROGRAM OPNS (OBI)
AMERICAN RED CROSS-DAVIDSON COUNTY
2201 CHARLOTTE AVENASHVILLETN37203530196605501(C)3$22,673DONOR DIRECTED DESIGNATIONS
AUTISM SOCIETY OF MIDDLE TENNESSEE
955 WOODLAND STREETNASHVILLETN37206271003749501(C)3$6,003DONOR DIRECTED DESIGNATIONS
BETHANY CHRISTIAN SERVICES
901 EASTERN AVENUE NE PO BOXGRAND RAPIDSMI49501201204075501(C)3$10,000PROGRAM OPNS (OBI)
BETHANY CHRISTIAN SERVICES
901 EASTERN AVENUE NE PO BOXGRAND RAPIDSMI49501201204075501(C)3$1,621DONOR DIRECTED DESIGNATIONS
BETHLEHEM CENTER
1417 CHARLOTTE AVENASHVILLETN37203620843073501(C)3$82,500PROGRAM OPNS (OBI)
BETHLEHEM CENTER
1417 CHARLOTTE AVENASHVILLETN37203620843073501(C)3$4,548DONOR DIRECTED DESIGNATIONS
BETHSEDA CENTER
108 S MAIN STASHLAND CITYTN37015582015542501(C)3$13,436PROGRAM OPNS (OBI)
BETHSEDA CENTER
108 S MAIN STASHLAND CITYTN37015582015542501(C)3$556DONOR DIRECTED DESIGNATIONS
BIG BROTHERSBIG SISTERS
1704 CHARLOTTE AVENUENASHVILLETN37203237056024501(C)3$77,068PROGRAM OPNS (OBI)
BIG BROTHERSBIG SISTERS
1704 CHARLOTTE AVENUENASHVILLETN37203237056024501(C)3$12,895DONOR DIRECTED DESIGNATIONS
BRIDGES
PO BOX 1592NASHVILLETN37203621753127501(C)3$672DONOR DIRECTED DESIGNATIONS
BRIDGES
PO BOX 1592NASHVILLETN37203621753127501(C)3$15,000PROGRAM OPNS (OBI)
BRIDGEWAY CONNECTIONS
PO BOX 263OLD HICKORYTN37138621279200501(C)3$4,165PROGRAM OPNS (OBI)
BRIDGEWAY CONNECTIONS
PO BOX 263OLD HICKORYTN37138621279200501(C)3$1,038DONOR DIRECTED DESIGNATIONS
BOY SCOUTS OF AMERICA-MIDDLE TENNESSEE
PO BOX 150409NASHVILLETN37215620477729501(C)3$17,973DONOR DIRECTED DESIGNATIONS
BOYS & GIRLS CLUB OF NASHMID TN
624 GRASSMERE PARK DRIVENASHVILLETN37204620540402501(C)3$5,631DONOR DIRECTED DESIGNATIONS
BOYS & GIRLS CLUB OF RUTHERFORD
820 JONES BLVDMURFRESSBOROTN37129620540402501(C)3$6,357DONOR DIRECTED DESIGNATIONS
CASA
601 WOODLAND STNASHVILLETN37206621203459501(C)3$20,000PROGRAM OPNS (OBI)
CASA
601 WOODLAND STNASHVILLETN37206621203459501(C)3$4,598DONOR DIRECTED DESIGNATIONS
CAMPUS FOR HUMAN DEVELOPMENTDAVIDSON
PO BOX 25309NASHVILLETN37202620811413501(C)3$6,048DONOR DIRECTED DESIGNATIONS
CATHOLIC CHARITIES OF TN INC
30 WHITE BRIDGE ROADNASHVILLETN37205620679520501(C)3$528,500PROGRAM OPNS (OBI)
CATHOLIC CHARITIES OF TN INC
30 WHITE BRIDGE ROADNASHVILLETN37205620679520501(C)3$39,264DONOR DIRECTED DESIGNATIONS
CATHOLIC CHARITIES OF TN INC
30 WHITE BRIDGE ROADNASHVILLETN37205620679520501(C)3$408,326SUB-RECIPIENT GRANTS
CENTER FOR NON-PROFIT MANAGEMENT
37 PEABODY STREET SUITE 210NASHVILLETN37210582000064501(C)3$30,000SUB-RECIPIENT GRANTS
CHANNELS OF LOVE MINISTRIES INC
1023 MCCALLIE AVECHATTANOOGATN37403201602391501(C)3$48,496SUB-RECIPIENT GRANTS
CHATTANOOGA CARES INC
PO BOX 4497CHATTANOOGATN37403621325543501(C)3$226,996SUB-RECIPIENT GRANTS
CHILDREN & FAMILY SERVICES INC
PO BOX 845COVINGTONTN38409621166322501(C)3$39,786SUB-RECIPIENT GRANTS
CHRISTIAN COMMUNITY OUTREACH
923 SWINGING BRIDGE ROADOLD HICKORYTN37138621279200501(C)3$10,000PROGRAM OPNS (OBI)
CHRISTIAN COMMUNITY OUTREACH
923 SWINGING BRIDGE ROADOLD HICKORYTN37138621279200501(C)3$507DONOR DIRECTED DESIGNATIONS
CHRISTIAN COMMUNITY SERVICES INC
601 BENTON AVENUE BNASHVILLETN37204621702753501(C)3$10,000PROGRAM OPNS (OBI)
CHRISTIAN COMMUNITY SERVICES INC
601 BENTON AVENUE BNASHVILLETN37204621702753501(C)3$2,905DONOR DIRECTED DESIGNATIONS
COLUMBIA CARES INC
319-D WEST 7TH STREETCOLUMBIATN38401621513020501(C)3$1,194DONOR DIRECTED DESIGNATIONS
COLUMBIA CARES INC
319-D WEST 7TH STREETCOLUMBIATN38401621513020501(C)3$184,811SUB-RECIPIENT GRANTS
COMM HEALTH SOLUTIONS-SCHOOL OF NURSING
461 21ST AVE SOUTHNASHVILLETN37240620476822501(C)3$89,500PROGRAM OPNS (OBI)
COMMUNITIES IN SCHOOLS OF TN
1207 18TH AVE SOUTHNASHVILLETN37212461196944501(C)3$15,000PROGRAM OPNS (OBI)
COMMUNITIES IN SCHOOLS OF TN
1207 18TH AVE SOUTHNASHVILLETN37212461196944501(C)3$855DONOR DIRECTED DESIGNATIONS
COMMUNITIES IN SCHOOLS OF TN
1207 18TH AVE SOUTHNASHVILLETN37212461196944501(C)3$62,400SUB-RECIPIENT GRANTS
COMMUNITY CHILD CARE CENTER
129 W FOWLKES ST SUITE 1270FRANKLINTN37064620852972501(C)3$13,750PROGRAM OPNS (OBI)
COMMUNITY FOUNDATION OF MIDDLE TENNESSEE
3833 CLEGHORN AVENUENASHVILLETN37215621471789501(C)3$66,095DONOR DIRECTED DESIGNATIONS
COMMUNITY FOUNDATION OF MIDDLE TENNESSEE
3833 CLEGHORN AVENUENASHVILLETN37215621471789501(C)3$183,400SUB-RECIPIENT GRANTS
COMMUNITY HEALTH CHARITIES
220 ATHENS WAY SUITE 480NASHVILLETN37228237456385501(C)3$104,099DONOR DIRECTED DESIGNATIONS
COMMUNITY SHARES OF TENNESSEE
107 WEST MAIN STREETKNOXVILLETN37902621233685501(C)3$55,116DONOR DIRECTED DESIGNATIONS
CONEXION AMERICAS
800 18TH AVE S ANASHVILLETN37203621715618501(C)3$100,000PROGRAM OPNS (OBI)
CONEXION AMERICAS
800 18TH AVE S ANASHVILLETN37203621715618501(C)3$6,667DONOR DIRECTED DESIGNATIONS
CONEXION AMERICAS
800 18TH AVE S ANASHVILLETN37203621715618501(C)3$39,996SUB-RECIPIENT GRANTS
COUNCIL FOR ALCOHOL & DRUG ABUSE SERVICES
207 SPEARS AVECHATTANOOGATN37405620716063501(C)3$65,874SUB-RECIPIENT GRANTS
COUNCIL ON AGING OF GREATER NASHVILLE
95 WHITE BRIDGE RD 114NASHVILLETN37205621867122501(C)3$26DONOR DIRECTED DESIGNATIONS
COUNCIL ON AGING OF GREATER NASHVILLE
95 WHITE BRIDGE RD 114NASHVILLETN37206621867122501(C)3$50,000PROGRAM OPNS (OBI)
CUMBERLAND CRISIS PREGNANCY CENTER
PO BOX 1031HENDERSONVILLETN37077581705496501(C)3$6,269DONOR DIRECTED DESIGNATIONS
EASTER SEAL SOCIETY OF TENNESSEE
3011 ARMORY DR SUITE 100NASHVILLETN37204620504893501(C)3$32,716DONOR DIRECTED DESIGNATIONS
EIGHTEENTH AVENUE FAMILY ENRICHMENT CENTER
1811 OSAGE STNASHVILLETN37208620562855501(C)3$74,000PROGRAM OPNS (OBI)
EIGHTEENTH AVENUE FAMILY ENRICHMENT CENTER
1811 OSAGE STNASHVILLETN37208620562855501(C)3$2,054DONOR DIRECTED DESIGNATIONS
ELAM MENTAL HEALTH CENTER
1005 DR DB TODD JR BLVDNASHVILLETN37208620488046501(C)3$43,739SUB-RECIPIENT GRANTS
EXCHANGE CLUB FAMILY CENTER INC
2180 UNION AVENUEMEMPHISTN38104621237360501(C)3$2,970DONOR DIRECTED DESIGNATIONS
EXCHANGE CLUB FAMILY CENTER INC
2181 UNION AVENUEMEMPHISTN38104621237360501(C)3$51,500PROGRAM OPNS (OBI)
FAITH FAMILY MEDICAL CLINIC
326 21ST AVE NNASHVILLETN37203621816811501(C)3$74,000PROGRAM OPNS (OBI)
FAITH FAMILY MEDICAL CLINIC
326 21ST AVE NNASHVILLETN37203621816811501(C)3$3,288DONOR DIRECTED DESIGNATIONS
FAMILY & CHILDREN'S SERVICES
201 23RD AVE NNASHVILLETN37203620499284501(C)3$173,498PROGRAM OPNS (OBI)
FAMILY & CHILDREN'S SERVICES
201 23RD AVE NNASHVILLETN37203620499284501(C)3$4,530DONOR DIRECTED DESIGNATIONS
FANNIE BATTLE DAY HOME
911 SHELBY AVENUENASHVILLETN37206621859820501(C)3$76,000PROGRAM OPNS (OBI)
FANNIE BATTLE DAY HOME
911 SHELBY AVENUENASHVILLETN37206621859820501(C)3$1,839DONOR DIRECTED DESIGNATIONS
FANNIE BATTLE DAY HOME
911 SHELBY AVENUENASHVILLETN37206621859820501(C)3$123,069SUB-RECIPIENT GRANTS
FIFTYFORWARD
174 RAINS AVENUENASHVILLETN37203621202660501(C)3$193,450PROGRAM OPNS (OBI)
FIFTYFORWARD
174 RAINS AVENUENASHVILLETN37203621202660501(C)3$11,555DONOR DIRECTED DESIGNATIONS
FIRST STEPS INC
4414 GRANNY WHITE PIKENASHVILLETN37204620674974501(C)3$123,000PROGRAM OPNS (OBI)
FIRST STEPS INC
4414 GRANNY WHITE PIKENASHVILLETN37204620674974501(C)3$3,152DONOR DIRECTED DESIGNATIONS
FRANKLIN BOYS & GIRLS CLUB
P O BOX 1084FRANKLINTN37065620540402501(C)3$7,875PROGRAM OPNS (OBI)
FRONTIER HEALTH
PO BOX 9054JOHNSON CITYTN37615461432508501(C)3$99,194SUB-RECIPIENT GRANTS
GIRL SCOUTS OF MIDDLE TENNESSEE
4522 GRANNY WHITE PIKENASHVILLETN37204620589380501(C)3$10,310DONOR DIRECTED DESIGNATIONS
GOODWILL INDUSTRIES OF MIDDLE TENNESSEE
1015 HERMAN STREETNASHVILLETN37208620599413501(C)3$34,500PROGRAM OPNS (OBI)
GOODWILL INDUSTRIES OF MIDDLE TENNESSEE
1015 HERMAN STREETNASHVILLETN37208620599413501(C)3$1,096DONOR DIRECTED DESIGNATIONS
GRACEWORKS MINISTRIES INC
104 SOUTH EAST PARKWA STE 100FRANKLINTN37064621584204501(C)3$7,253DONOR DIRECTED DESIGNATIONS
GRACEWORKS MINISTRIES INC
104 SOUTH EAST PARKWA STE 100FRANKLINTN37064621584204501(C)3$6,317PROGRAM OPNS (OBI)
GUARDIANSHIP & TRUST CORPORATION
95 WHITE BRIDGE ROAD SUITE 330NASHVILLETN37205581454706501(C)3$14,000PROGRAM OPNS (OBI)
GUARDIANSHIP & TRUST CORPORATION
95 WHITE BRIDGE ROAD SUITE 330NASHVILLETN37205581454706501(C)3$58DONOR DIRECTED DESIGNATIONS
HANDS ON NASHVILLE
37 PEABODY STREET SUITE 209NASHVILLETN37210621461078501(C)3$723DONOR DIRECTED DESIGNATIONS
HANDS ON NASHVILLE
37 PEABODY STREET SUITE 209NASHVILLETN37210621461078501(C)3$116,274SUB-RECIPIENT GRANTS
INTERFAITH DENTAL CLINIC
1721 PATTERSON STNASHVILLETN37203621567615501(C)3$121,631PROGRAM OPNS (OBI)
INTERFAITH DENTAL CLINIC
1721 PATTERSON STNASHVILLETN37203621567615501(C)3$5,729DONOR DIRECTED DESIGNATIONS
INTERFAITH DENTAL CLINIC
1721 PATTERSON STNASHVILLETN37203621567615501(C)3$500SUB-RECIPIENT GRANTS
JUNIOR ACHIEVEMENT OF NASHVILLE
120 POWELL PLACENASHVILLETN37204620582571501(C)3$6,149DONOR DIRECTED DESIGNATIONS
KING'S DAUGHTERS DAY HOME
590 N DUPONT AVENASHVILLETN37115620729602501(C)3$108,000PROGRAM OPNS (OBI)
KING'S DAUGHTERS DAY HOME
590 N DUPONT AVENASHVILLETN37115620729602501(C)3$1,568DONOR DIRECTED DESIGNATIONS
KNOXVILLE-KNOX CO CAC ON AGING
PO BOX 51650KNOXVILLETN37950270849601501(C)3$26,328SUB-RECIPIENT GRANTS
LEGAL AID SOCIETY OF MIDDLE TENNESSEE
300 DEADERICK STNASHVILLETN37201620800756501(C)3$94,083PROGRAM OPNS (OBI)
LEGAL AID SOCIETY OF MIDDLE TENNESSEE
300 DEADERICK STNASHVILLETN37201620800756501(C)3$13,969DONOR DIRECTED DESIGNATIONS
MAKE A WISH OF MIDDLE TENNESSEE
8119 ISABELLA LANE SUITE 105ABRENTWOODTN37027621833327501(C)3$5,103DONOR DIRECTED DESIGNATIONS
MARTHA O'BRYAN CENTER
1101 KERMIT DRNASHVILLETN37217131846366501(C)3$274,000PROGRAM OPNS (OBI)
MARTHA O'BRYAN CENTER
711 SOUTH SEVENTH STREETNASHVILLETN37205620477728501(C)3$6,712DONOR DIRECTED DESIGNATIONS
MARTHA O'BRYAN CENTER
711 SOUTH SEVENTH STREETNASHVILLETN37205620477728501(C)3$64,326SUB-RECIPIENT GRANTS
MATTHEW WALKER COMPREHENSIVE HEALTH CTR
P O BOX 158461NASHVILLETN37215581673641501(C)3$555DONOR DIRECTED DESIGNATIONS
MATTHEW WALKER COMPREHENSIVE HEALTH CTR
1035 14TH AVENASHVILLETN37208621035426501(C)3$62,821SUB-RECIPIENT GRANTS
MCNEILLY CENTER FOR CHILDREN
1035 14TH AVENASHVILLETN37208621035426501(C)3$372,000PROGRAM OPNS (OBI)
MCNEILLY CENTER FOR CHILDREN
400 MERIDIAN STNASHVILLETN37207620479366501(C)3$2,531DONOR DIRECTED DESIGNATIONS
MCNEILLY CENTER FOR CHILDREN
400 MERIDIAN STNASHVILLETN37207620479366501(C)3$7,180SUB-RECIPIENT GRANTS
MEHARRY MEDICAL COLLEGE
1005 DR DB TODD JR BLVDNASHVILLETN37208620488046501(C)3$11,002SUB-RECIPIENT GRANTS
MEMPHIS PUBLIC LIBRARY - LINC
3030 POPLAR AVEMEMPHISTN38111621590768501(C)3$20,661SUB-RECIPIENT GRANTS
MENDING HEARTS INC
PO BOX 280236NASHVILLETN37228731697900501(C)3$1,052DONOR DIRECTED DESIGNATIONS
MENDING HEARTS INC
PO BOX 280236NASHVILLETN37228731697900501(C)3$21,809SUB-RECIPIENT GRANTS
MERCY COMMUNITY HEALTHCARE
1113 MURFREESBORO ROAD SUITE 319FRANKLINTN37064621781969501(C)3$5,555PROGRAM OPNS (OBI)
METROPOLITAN INTERDENOMINATIONAL CHURCH
PO BOX 280779NASHVILLETN37228621100022501(C)3$15,321SUB-RECIPIENT GRANTS
METROPOLITAN NASH EDUCATION FDN
531 FAIRGROUND COURTNASHVILLETN37211620674167501(C)3$6,530DONOR DIRECTED DESIGNATIONS
MID-CUMBERLAND HRA
PO BOX 17385NASHVILLETN37217620923487501(C)3$80,074PROGRAM OPNS (OBI)
MID-CUMBERLAND HRA
PO BOX 17385NASHVILLETN37217620923487501(C)3$15,264DONOR DIRECTED DESIGNATIONS
MID-CUMBERLAND HRA
PO BOX 17385NASHVILLETN37217620923487501(C)3$27,980SUB-RECIPIENT GRANTS
MONROE HARDING
1120 GLENDALE LANENASHVILLETN37204620476670501(C)3$82,000PROGRAM OPNS (OBI)
MONROE HARDING
1120 GLENDALE LANENASHVILLETN37204620476670501(C)3$4,361DONOR DIRECTED DESIGNATIONS
MURCI-HOMES INC
2984 BABY RUTH LNANTIOCHTN37013620649797501(C)3$10,468DONOR DIRECTED DESIGNATIONS
NASHVILLE ACADEMY OF MEDICINE
3301 WEST END AVE 100NASHVILLETN37203620473060501(C)3$20,000PROGRAM OPNS (OBI)
NASHVILLE ADULT LITERACY COUNCIL
4805 PARK AVENASHVILLETN37209581488230501(C)3$105,000PROGRAM OPNS (OBI)
NASHVILLE ADULT LITERACY COUNCIL
4805 PARK AVENASHVILLETN37209581488230501(C)3$3,180DONOR DIRECTED DESIGNATIONS
NASHVILLE ADULT LITERACY COUNCIL
4805 PARK AVENASHVILLETN37209581488230501(C)3$100,000SUB-RECIPIENT GRANTS
NASHVILLE CARES
501 BRICK CHURCH PARK DRIVENASHVILLETN37207621274532501(C)3$35,000PROGRAM OPNS (OBI)
NASHVILLE CARES
501 BRICK CHURCH PARK DRIVENASHVILLETN37207621274532501(C)3$15,767DONOR DIRECTED DESIGNATIONS
NASHVILLE CARES
501 BRICK CHURCH PARK DRIVENASHVILLETN37207621274532501(C)3$1,820,862SUB-RECIPIENT GRANTS
NASHVILLE CHILDREN'S ALLIANCE
1264 FOSTER AVENASHVILLETN37210621484097501(C)3$25,000PROGRAM OPNS (OBI)
NASHVILLE CHILDREN'S ALLIANCE
1264 FOSTER AVENASHVILLETN37210621484097501(C)3$12,662DONOR DIRECTED DESIGNATIONS
NASHVILLE HUMANE ASSOCIATION
213 OCEOLA AVENUENASHVILLETN37209571203593501(C)3$15,374DONOR DIRECTED DESIGNATIONS
NASHVILLE INTERNATIONAL CENTER FOR EMPOWERMENT
3221 NOLENSVILLE PIKE 100NASHVILLETN37211020674431501(C)3$73,000PROGRAM OPNS (OBI)
NASHVILLE INTERNATIONAL CENTER FOR EMPOWERMENT
3221 NOLENSVILLE PIKE 100NASHVILLETN37211020674431501(C)3$438DONOR DIRECTED DESIGNATIONS
NASHVILLE PUBLIC EDUCATION FOUNDATION
2400 FAIRFRAX AVENUENASHVILLETN37212481266314501(C)3$65,732DONOR DIRECTED DESIGNATIONS
NASHVILLE RESCUE MISSION
PO BOX 333229NASHVILLETN37203626018832501(C)3$21,739DONOR DIRECTED DESIGNATIONS
NATIONS MINISTRY CENTER
3301 WEST END AVENUENASHVILLETN37203620473060501(C)3$18,500PROGRAM OPNS (OBI)
NATIONS MINISTRY CENTER
3301 WEST END AVENUENASHVILLETN37203620473060501(C)3$287DONOR DIRECTED DESIGNATIONS
NEEDLINK NASHVILLE
1600 56TH AVENUE NORTHNASHVILLETN37209620544852501(C)3$48,000PROGRAM OPNS (OBI)
NEEDLINK NASHVILLE
1600 56TH AVENUE NORTHNASHVILLETN37209620544852501(C)3$5,311DONOR DIRECTED DESIGNATIONS
NEW BEGINNINGS CENTER
509 CRAIGHEAD STREET 100NASHVILLETN37204900751722501(C)3$25,000PROGRAM OPNS (OBI)
NEW BEGINNINGS CENTER
509 CRAIGHEAD STREET 100NASHVILLETN37204900751722501(C)3$4,525DONOR DIRECTED DESIGNATIONS
NURSES FOR NEWBORNS
50 VANTAGE WAYNASHVILLETN37228431601329501(C)3$16,833PROGRAM OPNS (OBI)
NURSES FOR NEWBORNS
50 VANTAGE WAYNASHVILLETN37228431601329501(C)3$7,663DONOR DIRECTED DESIGNATIONS
OASIS CENTER
PO BOX 121648NASHVILLETN37212620968273501(C)3$320,650PROGRAM OPNS (OBI)
OASIS CENTER
PO BOX 121648NASHVILLETN37212620968273501(C)3$19,930DONOR DIRECTED DESIGNATIONS
ONE-ORGANIZED NEIGHBORSEDGEHILL
1001 EDGEHILL AVENASHVILLETN37203621540325501(C)3$50,000PROGRAM OPNS (OBI)
ONE-ORGANIZED NEIGHBORSEDGEHILL
1001 EDGEHILL AVENASHVILLETN37203621540325501(C)3$217DONOR DIRECTED DESIGNATIONS
OPERATION STAND DOWN TENNESSEE
1101 EDGEHILL AVE 1000NASHVILLETN37203621638832501(C)3$78,000PROGRAM OPNS (OBI)
OPERATION STAND DOWN TENNESSEE
1101 EDGEHILL AVE 1000NASHVILLETN37203621638832501(C)3$14,568DONOR DIRECTED DESIGNATIONS
PARK CENTER
801 12ST AVE SOUTHNASHVILLETN37203621336640501(C)3$88,500PROGRAM OPNS (OBI)
PARK CENTER
801 12ST AVE SOUTHNASHVILLETN37203621336640501(C)3$3,307DONOR DIRECTED DESIGNATIONS
PATHWAY LENDING
201 VENTURE CIRCLENASHVILLETN37228621823596501(C)3$36,000PROGRAM OPNS (OBI)
PENCIL FOUNDATION
421 GREAT CIRCLE RD 100NASHVILLETN37228581475675501(C)3$132,000PROGRAM OPNS (OBI)
PENCIL FOUNDATION
421 GREAT CIRCLE RD 100NASHVILLETN37228581475675501(C)3$8,584DONOR DIRECTED DESIGNATIONS
PLANNED PARENTHOOD OF MIDDLE TENNESSEE
50 VANTAGE WAYNASHVILLETN37228626050064501(C)3$4,514DONOR DIRECTED DESIGNATIONS
PLANNED PARENTHOOD OF MIDDLE TENNESSEE
50 VANTAGE WAYNASHVILLETN37228626050064501(C)3$127,183SUB-RECIPIENT GRANTS
POSITIVELY LIVING
1501 EAST FIFTH AVEKNOXVILLETN37917621698383501(C)3$508,395SUB-RECIPIENT GRANTS
PRESTON TAYLOR MINISTRIES
PO BOX 90442NASHVILLETN37209621757018501(C)3$4,936DONOR DIRECTED DESIGNATIONS
PRESTON TAYLOR MINISTRIES
PO BOX 90442NASHVILLETN37209621757018501(C)3$62,586SUB-RECIPIENT GRANTS
PREVENT CHILD ABUSE TENNESSEE
4721 TROUSDALE DRIVE STENASHVILLETN37220581567835501(C)3$16,000PROGRAM OPNS (OBI)
PREVENT CHILD ABUSE TENNESSEE
4721 TROUSDALE DRIVE STENASHVILLETN37220581567835501(C)3$4,262DONOR DIRECTED DESIGNATIONS
PROJECT RETURN INC
3307 BRICK CHURCH PIKENASHVILLETN37207611563841501(C)3$165,000PROGRAM OPNS (OBI)
PROJECT RETURN INC
3307 BRICK CHURCH PIKENASHVILLETN37203621058325501(C)3$2,629DONOR DIRECTED DESIGNATIONS
PROJECT RETURN INC
3307 BRICK CHURCH PIKENASHVILLETN37203621058325501(C)3$287,354SUB-RECIPIENT GRANTS
RENEWAL HOUSE
PO BOX 280356NASHVILLETN37228621631055501(C)3$20,000PROGRAM OPNS (OBI)
RENEWAL HOUSE
PO BOX 280356NASHVILLETN37228621631055501(C)3$2,263DONOR DIRECTED DESIGNATIONS
RIDGEVIEW PSYCH HOSPITAL & CENTER INC
604 GALLATIN AVE 103NASHVILLETN37206621718171501(C)3$93,895SUB-RECIPIENT GRANTS
RONALD MCDONALD HOUSE
2144 FAIRFAXNASHVILLETN37212621310717501(C)3$10,158DONOR DIRECTED DESIGNATIONS
ROOFTOP FOUNDATION
108 7TH AVENUE SOUTHNASHVILLETN37203204970385501(C)3$30,000PROGRAM OPNS (OBI)
ROOFTOP FOUNDATION
108 7TH AVENUE SOUTHNASHVILLETN37203204970385501(C)3$740DONOR DIRECTED DESIGNATIONS
ROOFTOP FOUNDATION
108 7TH AVENUE SOUTHNASHVILLETN37203204970385501(C)3$17,475SUB-RECIPIENT GRANTS
STARS
1704 CHARLOTTE AVENUENASHVILLETN37203621285699501(C)3$230,880PROGRAM OPNS (OBI)
STARS
1704 CHARLOTTE AVENUENASHVILLETN37203621285699501(C)3$3,030DONOR DIRECTED DESIGNATIONS
SADDLE UP
1549 OLD HILLSBORO ROADFRANKLINTN37069581930303501(C)3$5,467PROGRAM OPNS (OBI)
SADDLE UP
1549 OLD HILLSBORO ROADFRANKLINTN37069581930303501(C)3$2,462DONOR DIRECTED DESIGNATIONS
SAFE HAVEN FAMILY SHELTER
1234 3RD AVE SNASHVILLETN37210621807653501(C)3$183,750PROGRAM OPNS (OBI)
SAFE HAVEN FAMILY SHELTER
1234 3RD AVE SNASHVILLETN37210621807653501(C)3$12,981DONOR DIRECTED DESIGNATIONS
SAFE HAVEN FAMILY SHELTER
1234 3RD AVE SNASHVILLETN37210621807653501(C)3$837,513SUB-RECIPIENT GRANTS
SALAMA FELLOWSHIP URBAN MINISTRIES
1205 8TH AVE SNASHVILLETN37203582198012501(C)3$25,000PROGRAM OPNS (OBI)
SALAMA FELLOWSHIP URBAN MINISTRIES
1205 8TH AVE SNASHVILLETN37203582198012501(C)3$6,698DONOR DIRECTED DESIGNATIONS
SALVATION ARMY-NASHVILLE
631 DICKERSON RDNASHVILLETN37207580660607501(C)3$115,000PROGRAM OPNS (OBI)
SALVATION ARMY-NASHVILLE
631 DICKERSON RDNASHVILLETN37207580660607501(C)3$11,545DONOR DIRECTED DESIGNATIONS
SALVATION ARMY-NASHVILLE
631 DICKERSON RDNASHVILLETN37207580660607501(C)3$16,844SUB-RECIPIENT GRANTS
SECOND HARVEST FOOD BANK
331 GREAT CIRCLE RDNASHVILLETN37228621049447501(C)3$52,583PROGRAM OPNS (OBI)
SECOND HARVEST FOOD BANK
331 GREAT CIRCLE RDNASHVILLETN37228621049447501(C)3$47,329DONOR DIRECTED DESIGNATIONS
SECOND HARVEST FOOD BANK
331 GREAT CIRCLE RDNASHVILLETN37228621049447501(C)3$895SUB-RECIPIENT GRANTS
SENIOR RIDE NASHVILLE
298 FOSTER STREETNASHVILLETN37207814119450501(C)3$25,002PROGRAM OPNS (OBI)
SEXUAL ASSAULT CENTER
101 FRENCH LANDING DRIVENASHVILLETN37228621043294501(C)3$122,500PROGRAM OPNS (OBI)
SEXUAL ASSAULT CENTER
101 FRENCH LANDING DRIVENASHVILLETN37228621043294501(C)3$13,042DONOR DIRECTED DESIGNATIONS
SILOAM FAMILY HEALTH CENTER
820 GALE LANENASHVILLETN37204581867940501(C)3$37,000PROGRAM OPNS (OBI)
SILOAM FAMILY HEALTH CENTER
820 GALE LANENASHVILLETN37204581867940501(C)3$6,091DONOR DIRECTED DESIGNATIONS
SPECIAL KIDS
202 ARNETTE STREETMURFRESSBOROTN37130621718638501(C)3$19,379DONOR DIRECTED DESIGNATIONS
ST LUKE'S COMMUNITY CENTER
5601 NEW YORK AVENASHVILLETN37209620484183501(C)3$229,000PROGRAM OPNS (OBI)
ST LUKE'S COMMUNITY CENTER
5601 NEW YORK AVENASHVILLETN37209620484183501(C)3$4,383DONOR DIRECTED DESIGNATIONS
ST LUKE'S COMMUNITY CENTER
5601 NEW YORK AVENASHVILLETN37209620484183501(C)3$18,388SUB-RECIPIENT GRANTS
ST MARY VILLA
30 WHITE BRIDGE RDNASHVILLETN37205620579243501(C)3$176,000PROGRAM OPNS (OBI)
ST MARY VILLA
30 WHITE BRIDGE RDNASHVILLETN37205620579243501(C)3$3,636DONOR DIRECTED DESIGNATIONS
ST MARY VILLA
30 WHITE BRIDGE RDNASHVILLETN37205620579243501(C)3$13,840SUB-RECIPIENT GRANTS
ST JUDE'S CHILDREN'S RESEARCH HOSPITAL
501 ST JUDES PLACEMEMPHISTN68105620646012501(C)3$34,182DONOR DIRECTED DESIGNATIONS
STREET WORKS
PO BOX 60037NASHVILLETN37206621806967501(C)3$458DONOR DIRECTED DESIGNATIONS
STREET WORKS
PO BOX 60037NASHVILLETN37206621806967501(C)3$206,805SUB-RECIPIENT GRANTS
TENNESSEE BAPTIST CHILDREN'S HOME
PO BOX 2206BRENTWOODTN37024620488043501(C)3$5,137DONOR DIRECTED DESIGNATIONS
TENNESSEE POISON CENTER
1161 21ST AVE SNASHVILLETN37232620476822501(C)3$27,328PROGRAM OPNS (OBI)
TENNESSEE POISON CENTER
1161 21ST AVE SNASHVILLETN37232620476822501(C)3$2,288DONOR DIRECTED DESIGNATIONS
THE NEXT DOOR
PO BOX 23336NASHVILLETN37202432001774501(C)3$62,000PROGRAM OPNS (OBI)
THE NEXT DOOR
PO BOX 23336NASHVILLETN37202432001774501(C)3$6,285DONOR DIRECTED DESIGNATIONS
UNITED METHODIST SAFE HOUSE
PO BOX 324CLARKSVILLETN37041621294095501(C)3$5,039PROGRAM OPNS (OBI)
UNITED METHODIST SAFE HOUSE
PO BOX 324CLARKSVILLETN37041621294095501(C)3$157DONOR DIRECTED DESIGNATIONS
UPPER CUMBERLAND HUMAN RESOURCE AGENCY
311 ENTERPRISE DRIVECOOKEVILLETN38506620906260501(C)3$2,146DONOR DIRECTED DESIGNATIONS
UPPER CUMBERLAND HUMAN RESOURCE AGENCY
311 ENTERPRISE DRIVECOOKEVILLETN38506620906260501(C)3$59,975SUB-RECIPIENT GRANTS
UW CHATTANOOGA
PO BOX 4027CHATTANOOGATN37405620565962501(C)3$450DONOR DIRECTED DESIGNATIONS
UW CHATTANOOGA
PO BOX 4027CHATTANOOGATN37405620565962501(C)3$31,769SUB-RECIPIENT GRANTS
UW HEART OF FLORIDA
1940 TRAYLOR BLVDORLANDOFL32804590808854501(C)3$344,484SUB-RECIPIENT GRANTS
UW MAURY COUNTYCOLUMBIA
PO BOX 222COLUMBIATN38402626014994501(C)3$9,165DONOR DIRECTED DESIGNATIONS
UW RUTHERFORD COUNTY
PO BOX 330056MURFRESSBOROTN37133581341880501(C)3$82,893DONOR DIRECTED DESIGNATIONS
UW SUMNER COUNTY
625 JOHNNY CASH BLVDHENDERSONVILLETN37075311510208501(C)3$15,108DONOR DIRECTED DESIGNATIONS
UW WILLIAMSON COUNTY
209 GOTHIC COURTFRANKLINTN37067626049469501(C)3$43,460DONOR DIRECTED DESIGNATIONS
UW WILLIAMSON COUNTY
209 GOTHIC COURTFRANKLINTN37067626049469501(C)3$15,500SUB-RECIPIENT GRANTS
UW WILSON COUNTY
PO BOX 3541LEBANONTN37088621660029501(C)3$38,835DONOR DIRECTED DESIGNATIONS
VANDERBILT MONROE CARELL JR CHILDRENS' HOSPITAL
1211 MEDICAL CENTER DRIVENASHVILLETN37232620476822501(C)3$12,903DONOR DIRECTED DESIGNATIONS
WAVES INC WILLIAMSON
145 SOUTHEAST PARKWAY SUITE 100FRANKLINTN37064620920595501(C)3$8,106PROGRAM OPNS (OBI)
WAVES INC WILLIAMSON
145 SOUTHEAST PARKWAY SUITE 100FRANKLINTN37064620920595501(C)3$1,116DONOR DIRECTED DESIGNATIONS
WAYNE REED CHRISTIAN CHILDCARE CENTER
11-B LINDSLEY AVENUENASHVILLETN37210621625142501(C)3$73,000PROGRAM OPNS (OBI)
WAYNE REED CHRISTIAN CHILDCARE CENTER
11-B LINDSLEY AVENUENASHVILLETN37210621625142501(C)3$7,088DONOR DIRECTED DESIGNATIONS
WEST TENNESSEE LEGAL SERVICES
210 W MAIN STREETJACKSONTN38301581326791501(C)3$270,816SUB-RECIPIENT GRANTS
WOODBINE COMMUNITY ORGANIZATION
222 ORIEL AVENASHVILLETN37210621280006501(C)3$10,520SUB-RECIPIENT GRANTS
WOUNDED WARRIOR PROJECT
4899 BELFORT ROAD SUITE 300JACKSONVILLEFL32256202370934501(C)3$5,052DONOR DIRECTED DESIGNATIONS
YMCA
900 CHURCH STREET NASHVILLENASHVILLETN37203620476243501(C)3$49,000PROGRAM OPNS (OBI)
YMCA
900 CHURCH STREET NASHVILLENASHVILLETN37203620476243501(C)3$22,776DONOR DIRECTED DESIGNATIONS
YOUTH LIFE FOUNDATION
3656 TROUSDALE DR 109NASHVILLETN37204621848192501(C)3$5,015SUB-RECIPIENT GRANTS
YOUTH LIFE LEARNING CENTER
3656 TROUSDALE DR 109NASHVILLETN37204621848192501(C)3$14,585PROGRAM OPNS (OBI)
YOUTH LIFE LEARNING CENTER
3656 TROUSDALE DR 109NASHVILLETN37204621848192501(C)3$822DONOR DIRECTED DESIGNATIONS
YWCA
1608 WOODMONT BOULEVARDNASHVILLETN37215620475702501(C)3$201,296PROGRAM OPNS (OBI)
YWCA
1608 WOODMONT BOULEVARDNASHVILLETN37215620475702501(C)3$11,346DONOR DIRECTED DESIGNATIONS
FieldValueIRS element (for citing)
Total501c3 Org229Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationPROGRAM OPNS (OBI)- GRANT AWARDS ARE DISBURSED PER BOARD APPROVAL AS RECOMMENDED BY AN INDEPENDENT, VOLUNTEER REVIEW COMMITTEE. DURING THE ALLOCATIONS PROCESS, THE REVIEW COMMITTEE WILL EVALUATE EACH NON-PROFIT, THEIR PROGRAM OUTCOMES, THEIR FINANCIAL STATUS, ETC. TO DETERMINE IF THEY ARE IN SOUND IN FINANCIAL OPERATIONS AS WELL AS HAVING THE ABILITY TO PRODUCE THE PROPOSED OUTCOMES SHOULD THEY BE AWARDED THE GRANT DOLLARS. THE RECIPIENT AGENCIES MUST PRODUCE PROGRAM OUTCOME MEASUREMENTS AND STATISTICS TO REPORT RESULTS OF THE MONEY INVESTED. DONOR DIRECTED DESIGNATIONS- THESE DOLLARS REPRESENT DONOR DESIGNATIONS RECEIVED AND PROCESSED BY UW TO OTHER NON-PROFIT AGENCIES. THESE AGENCIES ARE DETERMINED TO BE IN GOOD STANDING WITH THE IRS, HAVE THEIR 501C3 STATUS, AND ARE PATRIOT ACT COMPLIANT. SUB-RECIPIENT GRANTS- GRANT DOLLARS ARE PASSED THROUGH FROM STATE AND FEDERAL GRANTS TO SUBCONTRACTED AGENCIES. THESE AGENCIES ARE REVIEWED BY UW STAFF FOR COMPLIANCE AS WELL AS THE AGENCY'S OWN INDEPENDENT AUDIT FIRMS. ALL GRANT RECIPIENTS ARE REQUIRED TO PRODUCE PROGRAM RESULT REPORTS.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Club Dues Or FeesYes (X)ClubDuesOrFeesInd
Written Policy Ref T And E Expnss0WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (1)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (1)SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
BRIAN HASSETT
PRESIDENT AND CEO$257,912$0$67,500$0$0$0$44,892$0$6,228$0$376,532$0$0$0
MARY JO WIGGINS
CHIEF DEVELOPMENT OFFICER$169,642$0$24,750$0$0$0$7,457$0$7,301$0$209,150$0$0$0
ERICA MITCHELL
CHIEF COMMUNITY IMPACT OFF$153,791$0$23,100$0$0$0$6,024$0$7,442$0$190,357$0$0$0
SUMMOR PENNINGTON
CHIEF FINANCIAL OFFICER$121,274$0$17,700$0$0$0$4,396$0$7,434$0$150,804$0$0$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 1BTHE HUMAN RESOURCES COMMITTEE PRESENTED, WHICH WAS ULTIMATELY APPROVED BY THE BOARD OF TRUSTEES, A CONTRACT FOR THE CEO WHICH INCLUDED AN ANNUAL MEMBERSHIP TO THE YMCA, OR ITS EQUIVALENT. THAT BENEFIT HAS SUBSEQUENTLY BEEN OFFERED TO OTHER SENIOR MANAGEMENT MEMBERS LISTED ON FORM 990, PART VII, SECTION A, LINE 1A. THERE IS NO OTHER DEFINED POLICY REGARDING ANNUAL HEALTHCLUB MEMBERSHIPS.
PART I, LINE 4BBRIAN HASSETT, PRESIDENT & CEO, PARTICIPATES IN A SUPPLEMENTAL, NON-QUALIFIED DEFINED CONTRIBUTION 457(F) PLAN MAINTAINED BY THE ORGANIZATION. NO DISTRIBUTION WAS MADE IN HIS FIRST YEAR OF EMPLOYMENT.

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution26ContributionCnt
Noncash Contributions Rpt F990$249,007NoncashContributionsRptF990Amt
Method Of Determining RevenuesFAIR MARKET VALUEMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
DescMISCELLANEOUS SUPPLIESDesc
Contribution195644ContributionCnt
Noncash Contributions Rpt F990$622,889NoncashContributionsRptF990Amt
Method Of Determining RevenuesFAIR MARKET VALUEMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, COLUMN (B):FormAndLineReferenceDesc
ExplanationPART 1, COLUMN (B) REPRESENTS AN ESTIMATE OF THE NUMBER OF ITEMS CONTRIBUTED.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BTHE COMPLETE IRS FORM 990 IS PRESENTED TO AND REVIEWED WITH THE BOARD OF TRUSTEES IN PERSON AT A REGULARLY SCHEDULED MEETING OF THE TRUSTEES PRIOR TO THE FORM BEING FILED. ALL TRUSTEES RECEIVE A COPY OF THE RETURN AT THE TIME OF REVIEW.
FORM 990, PART VI, SECTION B, LINE 12CTHE ORGANIZATION PRESENTS ANNUALLY AT BOARD OF TRUSTEES MEETING THE CONFLICT OF INTEREST DISCLOSURE QUESTIONNAIRE. THE QUESTIONS ARE REVIEWED FOR CLARITY AND TRUSTEES COMPLETE THE FORM WITH ALL DISCLOSURES AS APPLICABLE, INCLUDING AN ACKNOWLEDGEMENT THAT CHANGES IN STATUS AND ACTIVITIES ARE TO BE COMMUNICATED TO THE ORGANIZATION. THE BOARD MEETS EVERY OTHER MONTH AND THE ORGANIZATION REMAINS CLOSELY ENGAGED WITH TRUSTEES SO THAT IT CAN MONITOR ANY UPDATES TO THE QUESTIONNAIRE THROUGHOUT THE YEAR.
FORM 990, PART VI, SECTION B, LINE 15EXECUTIVE COMPENSATION WAS SET WITH THE APPROVAL OF THE HUMAN RESOURCE COMMITTEE. AN EXECUTIVE CONSULTANT WAS EMPLOYED IN THE SEARCH FOR A NEW CEO. HE PROVIDED COMPARABLE INFORMATION ON SIMILARLY SITUATED CEOS AT OTHER NONPROFITS IN THE COMMUNITY. ADDITIONALLY, UNITED WAY WORLDWIDE COMPARABLE SALARY DATA WAS PROVIDED TO THE COMMITTEE AS WELL AS THE RESULTS OF AN AD HOC SURVEY OF UW EXECUTIVE COMPENSATION IN SIMILARLY SIZED UNITED WAYS IN THE REGION. THE RECOMMENDATIONS WERE APPROVED BY THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE CONTINUES TO MONITOR CURRENT MARKET DATA WHEN REVIEWING ANNUAL UPDATES TO THE CEO COMPENSATION. A SIMILAR PROCESS IS FOLLOWED ANNUALLY FOR OTHER SENIOR MANAGEMENT TEAM MEMBERS WHEREBY LOCAL MARKET DATA, UNITED WAY WORLDWIDE SALARY SURVEYS, AND EXECUTIVE COMMITTEE REVIEWS ARE ALL UTILIZED IN SETTING COMPENSATION FOR THOSE TEAM MEMBERS.
FORM 990, PART VI, SECTION C, LINE 19THE AUDITED FINANCIAL STATEMENTS, ALONG WITH THE IRS FORM 990, ARE POSTED ON THE ORGANIZATION'S WEBSITE. COPIES OF OTHER GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST.