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Nonprofiteer
← UNITED WAY OF SOUTH CENTRAL TENNESSEE

Form 990 for tax year 2023

Filed by UNITED WAY OF SOUTH CENTRAL TENNESSEE.

Totals

Total revenue
$2,588,743
Total expenses
$2,687,256
Contributions and grants received
$2,341,625
Grants paid
$837,400
Program service revenue
$218,452
Investment income
$53,375
Other revenue
-$24,709
Total assets, end of year
$3,508,108
Total liabilities, end of year
$1,388,075
Net assets or fund balances, end of year
$2,120,033
Program services expenses (Part IX)
$1,999,133
Management and general expenses
$367,323
Fundraising expenses
$320,800
Program service expenses (Part III)
$1,999,133

Program services were 74.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1a · Federated campaigns

    $1,742,352

  • 1c · Fundraising events

    $35,000

  • 1e · Government grants (contributions)

    $395,584

  • 1f · All other contributions, gifts and grants

    $168,689

  • 1g · Noncash contributions included above

    $9,324

  • 2a · Program service revenue: BOOKS FROM BIRTH

    total $112,031 · related or exempt $112,031

  • 2b · Program service revenue: OTHER PROGRAM REVENUE

    total $106,421 · related or exempt $106,421

  • 3 · Investment income

    total $54,509 · excluded $54,509

  • 7a · Gross sales of assets other than inventory

    securities $269,085

  • 7b · Less cost or other basis and sales expenses

    securities $270,219

  • 7c · Gain or loss

    securities -$1,134

  • 7d · Net gain or loss

    total -$1,134 · excluded -$1,134

  • 8a · Fundraising events: gross income

    $20,834

  • 8a · Fundraising events: contributions included on line 1c

    $35,000

  • 8b · Fundraising events: direct expenses

    $45,543

  • 8c · Net income from fundraising events

    total -$24,709 · excluded -$24,709

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $837,400 · program services $837,400

  • 5 · Compensation of officers, directors and key employees

    total $288,471 · program services $150,784 · management and general $69,579 · fundraising $68,108

  • 7 · Other salaries and wages

    total $589,032 · program services $307,887 · management and general $142,075 · fundraising $139,070

  • 8 · Pension plan contributions

    total $4,964 · program services $2,595 · management and general $1,197 · fundraising $1,172

  • 9 · Other employee benefits

    total $68,299 · program services $35,699 · management and general $16,474 · fundraising $16,126

  • 10 · Payroll taxes

    total $64,383 · program services $33,653 · management and general $15,529 · fundraising $15,201

  • 11a · Fees: management

    total $60,932 · program services $60,932

  • 11c · Fees: accounting

    total $9,750 · management and general $9,750

  • 11f · Fees: investment management

    total $7,595 · management and general $7,595

  • 11g · Fees: other

    total $12,536 · management and general $12,536

  • 12 · Advertising and promotion

    total $3,802 · program services $1,987 · management and general $917 · fundraising $898

  • 13 · Office expenses

    total $21,740 · program services $11,364 · management and general $5,243 · fundraising $5,133

  • 14 · Information technology

    total $79,058 · program services $41,324 · management and general $19,069 · fundraising $18,665

  • 16 · Occupancy

    total $33,113 · program services $17,308 · management and general $7,987 · fundraising $7,818

  • 17 · Travel

    total $63,839 · program services $33,369 · management and general $15,398 · fundraising $15,072

  • 21 · Payments to affiliates

    total $29,556 · program services $15,449 · management and general $7,129 · fundraising $6,978

  • 22 · Depreciation, depletion and amortization

    total $21,430 · program services $11,201 · management and general $5,169 · fundraising $5,060

  • 23 · Insurance

    total $17,878 · program services $9,345 · management and general $4,312 · fundraising $4,221

  • 24a · Other expenses: BOOKS FROM BIRTH PROGRA

    total $222,514 · program services $222,514

  • 24b · Other expenses: COMMUNITY BUILDING EXPE

    total $94,961 · program services $94,961

  • 24c · Other expenses: OTHER EXPENSES

    total $84,797 · program services $52,874 · management and general $20,937 · fundraising $10,986

  • 24d · Other expenses: DUES AND SUBSCRIPTIONS

    total $53,935 · program services $49,459 · management and general $2,262 · fundraising $2,214

  • 24e · All other expenses

    total $17,271 · program services $9,028 · management and general $4,165 · fundraising $4,078

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $326,600 · end of year $307,157

  • 2 · Savings and temporary cash investments

    beginning of year $259,738 · end of year $268,741

  • 3 · Pledges and grants receivable

    beginning of year $969,472 · end of year $702,155

  • 9 · Prepaid expenses and deferred charges

    beginning of year $27,562 · end of year $15,608

  • 10a · Land, buildings and equipment: cost or other basis

    $287,357

  • 10b · Land, buildings and equipment: accumulated depreciation

    $262,080

  • 10c · Land, buildings and equipment, net

    beginning of year $40,498 · end of year $25,277

  • 11 · Investments: publicly traded securities

    beginning of year $1,449,980 · end of year $1,634,892

  • 15 · Other assets

    beginning of year $534,535 · end of year $554,278

  • 17 · Accounts payable and accrued expenses

    beginning of year $78,589 · end of year $99,667

  • 18 · Grants payable

    beginning of year $1,119,266 · end of year $994,528

  • 19 · Deferred revenue

    beginning of year $125,833 · end of year $106,828

  • 25 · Other liabilities

    beginning of year $214,495 · end of year $187,052

  • 27 · Net assets without donor restrictions

    beginning of year $1,146,874 · end of year $1,468,955

  • 28 · Net assets with donor restrictions

    beginning of year $923,328 · end of year $651,078

Mission and programs · 2023

Mission

THE UNITED WAY OF RUTHERFORD AND CANNON COUNTIES' MISSION IS TO IMPROVE LIVES BY ADVANCING OPPORTUNITIES FOR EDUCATION, HEALTH, AND FINANCIAL STABILITY FOR ALL. ITS VISION IS TO BE THE PRIMARY COMMUNITY SOLUTIONS LEADER FOR HUMAN SERVICES.

Activities or mission (Part I)

IMPROVE LIVES BY ADVANCING OPPORTUNITIES FOR EDUCATION, HEALTH AND FINANCIAL STABILITY FOR ALL.

  • THE UNITED WAY TAKES PRIDE IN BEING AN ACCOUNTABLE, EFFICIENT AND TRANSPARENT COMMUNITY IMPACT ORGANIZATION. INVESTING IN THE UNITED WAY LEADS TO STRENGTHENING NEIGHBORHOODS, BOLSTERING THE HEALTH OF THE COMMUNITY AND CREATING LONG-TERM CHANGE IN THE LIVES OF COMMUNITY MEMBERS EVERY DAY. UNITED WAY OF RUTHERFORD AND CANNON COUNTIES HAS COMBINED THE SIX BOLD GOALS ADOPTED IN 2020 INTO OUR COMMUNITY IMPACT STRATEGY FOR THE 2023/2024 FISCAL YEAR. INVESTMENT GRANTS OF $837,400 WERE GIVEN IN AREAS OF EDUCATION, INCOME AND HEALTH TO IMPROVE LIVES IN BEDFORD, CANNON, LINCOLN AND RUTHERFORD COUNTIES. FROM JULY 1, 2023, TO JUNE 30, 2024, UNITED WAY OF RUTHERFORD AND CANNON COUNTIES WAS ABLE TO SEE A $13 RETURN FOR EVERY ONE DOLLAR INVESTED IN UNITED WAY.

    Expenses $1,999,133 · Grants $837,400 · Revenue $218,452

As filed on the 2023 return.

Listed in Part VII

  • Buffy Bundshuh

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Don Clayton

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Lauren Herald

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Ellen Slicker

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Kasey Talbott

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Ronald Roberts

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Matthew Stump

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Deb Thompson

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Jason Schmitt

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • James Evans

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Robin Seay

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Gloria Bonner

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Patrick Cammack

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Fred Halfpap

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Gernell Jenkins

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • James Calder

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Rick Smith

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Ashley Stearns

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Francela Salas

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Deb Insell

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Thomas Roddy

    FINANCE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Trey Duke

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Stacy Wilder

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Carolyn Cox

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • James McCarroll

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Brandon Doyle

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Shay Maupin

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Diane Turnham

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Casey Rainey

    BOARD CHAIR ELECT/SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Yolanda Greene

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Ty Williams

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Chris Jones

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Kayla Hilliard

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Meagan Flippin

    FORMER PRESIDENT AND CEO

    Total calculated
    $129,406
    From this org
    $123,760
    From related orgs
    $0
    Other
    $5,646
    Hours/week
    40

  • Stan Jackson

    VP FINANCE AND ADMINISTRAT

    Total calculated
    $97,556
    From this org
    $88,531
    From related orgs
    $0
    Other
    $9,025
    Hours/week
    40

  • Kristen Swann

    PRESIDENT AND CEO

    Total calculated
    $70,732
    From this org
    $62,335
    From related orgs
    $0
    Other
    $8,397
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type
form_990
Tax year
2023
Filed
8 November 2024
IRS schema version
2023v5.1
Source object
202403169349300230

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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