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Nonprofiteer
← UNITED WAY OF GREATER CHATTANOOGA

Form 990 for tax year 2023

Filed by UNITED WAY OF GREATER CHATTANOOGA.

Totals

Total revenue
$10,826,715
Total expenses
$11,687,249
Contributions and grants received
$8,978,729
Grants paid
$5,129,013
Program service revenue
$736,484
Investment income
$537,921
Other revenue
$573,581
Total assets, end of year
$29,616,774
Total liabilities, end of year
$4,846,407
Net assets or fund balances, end of year
$24,770,367
Program services expenses (Part IX)
$8,797,854
Management and general expenses
$1,357,560
Fundraising expenses
$1,531,835
Program service expenses (Part III)
$8,797,854

Program services were 75.3% 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.

  • 1c · Fundraising events

    $76,631

  • 1e · Government grants (contributions)

    $3,070,862

  • 1f · All other contributions, gifts and grants

    $5,831,236

  • 1g · Noncash contributions included above

    $125,656

  • 2a · Program service revenue: CONSULTING

    total $639,674 · related or exempt $639,674

  • 2b · Program service revenue: TRAINING

    total $96,810 · related or exempt $96,810

  • 3 · Investment income

    total $521,305 · unrelated business $1,613 · excluded $519,692

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0

  • 5 · Royalties

    total $0

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 6d · Net rental income or loss

    total $0

  • 7a · Gross sales of assets other than inventory

    securities $10,125,593 · other assets $0

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

    securities $10,100,284 · other assets $8,693

  • 7c · Gain or loss

    securities $25,309 · other assets -$8,693

  • 7d · Net gain or loss

    total $16,616 · excluded $16,616

  • 8a · Fundraising events: gross income

    $418,152

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

    $76,631

  • 8b · Fundraising events: direct expenses

    $154,382

  • 8c · Net income from fundraising events

    total $263,770 · excluded $263,770

  • 9a · Gaming: gross income

    $0

  • 9b · Gaming: direct expenses

    $0

  • 9c · Net income from gaming

    total $0

  • 10a · Gross sales of inventory

    $0

  • 10b · Cost of goods sold

    $0

  • 10c · Net income from sales of inventory

    total $0

  • 11a · Other revenue: ERC REFUNDS

    total $236,726 · excluded $236,726

  • 11b · Other revenue: OTHER INCOME

    total $73,085 · related or exempt $73,085

  • 11e · Other revenue, total

    $309,811

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $4,277,173 · program services $4,277,173

  • 2 · Grants to domestic individuals

    total $851,840 · program services $851,840

  • 3 · Grants to foreign organizations and individuals

    total $0

  • 4 · Benefits paid to or for members

    total $0

  • 5 · Compensation of officers, directors and key employees

    total $432,831 · program services $204,956 · management and general $103,573 · fundraising $124,302

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $2,693,467 · program services $1,275,425 · management and general $644,522 · fundraising $773,520

  • 8 · Pension plan contributions

    total $204,485 · program services $96,829 · management and general $48,932 · fundraising $58,724

  • 9 · Other employee benefits

    total $346,425 · program services $164,041 · management and general $82,897 · fundraising $99,487

  • 10 · Payroll taxes

    total $214,901 · program services $101,761 · management and general $51,424 · fundraising $61,716

  • 11a · Fees: management

    total $2,082 · program services $291 · management and general $1,560 · fundraising $231

  • 11b · Fees: legal

    total $0

  • 11c · Fees: accounting

    total $64,220 · management and general $64,220

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $96,459 · management and general $96,459

  • 11g · Fees: other

    total $0

  • 12 · Advertising and promotion

    total $48,939 · program services $4,995 · management and general $2,389 · fundraising $41,555

  • 13 · Office expenses

    total $0

  • 14 · Information technology

    total $354,942 · program services $101,502 · management and general $115,428 · fundraising $138,012

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $182,038 · program services $95,048 · management and general $32,164 · fundraising $54,826

  • 17 · Travel

    total $0

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $142,116 · program services $38,717 · management and general $11,589 · fundraising $91,810

  • 20 · Interest

    total $0

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $137,596 · program services $71,843 · management and general $24,312 · fundraising $41,441

  • 23 · Insurance

    total $10,114 · program services $10,000 · management and general $114

  • 24a · Other expenses: CONTRACT LABOR

    total $1,451,212 · program services $1,419,269 · management and general $27,873 · fundraising $4,070

  • 24b · Other expenses: DUES AND SUBSCRIPTIONS

    total $107,617 · program services $53,660 · management and general $23,823 · fundraising $30,134

  • 24c · Other expenses: STAFF DEVELOPMENT

    total $50,843 · program services $27,994 · management and general $12,833 · fundraising $10,016

  • 24d · Other expenses: BANK FEES

    total $15,578 · program services $2,180 · management and general $11,669 · fundraising $1,729

  • 24e · All other expenses

    total $2,371 · program services $330 · management and general $1,779 · fundraising $262

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $439,126 · end of year $605,831

  • 2 · Savings and temporary cash investments

    beginning of year $0 · end of year $0

  • 3 · Pledges and grants receivable

    beginning of year $3,985,561 · end of year $3,629,352

  • 4 · Accounts receivable

    beginning of year $873,576 · end of year $1,104,173

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $33,002 · end of year $64,288

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

    $4,054,095

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

    $1,559,759

  • 10c · Land, buildings and equipment, net

    beginning of year $2,613,493 · end of year $2,494,336

  • 11 · Investments: publicly traded securities

    beginning of year $20,655,148 · end of year $19,690,662

  • 12 · Investments: other securities

    beginning of year $2,270,138 · end of year $2,028,132

  • 13 · Investments: program-related

    beginning of year $0 · end of year $0

  • 14 · Intangible assets

    beginning of year $0 · end of year $0

  • 15 · Other assets

    beginning of year $0 · end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,456,146 · end of year $866,917

  • 18 · Grants payable

    beginning of year $4,290,068 · end of year $3,979,490

  • 19 · Deferred revenue

    beginning of year $0 · end of year $0

  • 20 · Tax-exempt bond liabilities

    beginning of year $0 · end of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $0 · end of year $0

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $0 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $18,142,583 · end of year $18,248,319

  • 28 · Net assets with donor restrictions

    beginning of year $6,981,247 · end of year $6,522,048

Mission and programs · 2023

Mission

UNITING PEOPLE AND RESOURCES IN BUILDING A STRONGER, HEALTHIER COMMUNITY

Activities or mission (Part I)

TO UNITE PEOPLE AND RESOURCES IN BUILDING A STRONGER AND HEALTHIER COMMUNITY.

  • COMMUNITY INVESTMENT: UWGC PROVIDED FUNDING FOR 74 NON-PROFIT ORGANIZATIONS SUPPORTING 176 TOTAL PROGRAMS AND INITIATIVES. THIS FUNDING IS APPROVED BY A LOCAL COMMUNITY INVESTMENT COMMITTEE AND THE UWGC BOARD OF DIRECTORS FOR THOSE PROGRAMS THAT CAN MEASURABLY IMPACT THE KEY FOCUS AREAS OF UWGC. TRAINED COMMUNITY VOLUNTEERS ANNUALLY ASSESS DATA AND THE PROGRAMMATIC RESULTS OF FUNDED ORGANIZATIONS THAT ADDRESS COMMUNITY NEEDS. THROUGH ANNUAL REPORTING AND ASSESSMENT OF PARTNER ORGANIZATIONS, UWGC ENSURES FUNDED PROGRAMS EFFECTIVELY ADDRESS UWGC IMPACT GOALS AND THE NEEDS OF THE COMMUNITIES SERVED.

    Expenses $4,228,257 · Grants $4,238,744 · Revenue $389,080

  • FAMILY STABILITY: INITIATIVES AND PROGRAM SERVICES IN 16 COUNTY REGION WITH THE GOAL OF HELPING FAMILIES/INDIVIDUALS REACH STABILITY AND BECOME MORE SELF-SUFFICIENT. (CONTINUED ON SCHEDULE O)

    Expenses $1,794,856 · Grants $785,893 · Revenue $165,161

  • TUTORING: PROVIDES HIGH-DOSAGE, LOW-RATIO TUTORING FOR STUDENTS GRADES 1-8 THROUGH PROGRAMS INCLUDING THE "TN ALL CORPS" TUTORING PROGRAM. THROUGH OUT FY24, THERE WERE 59 STUDENTS IN THE PROGRAM.

    Expenses $1,549,499 · Revenue $142,583

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Lesley Scearce

    PRESIDENT & CEO

    Total calculated
    $263,076
    From this org
    $224,671
    From related orgs
    $0
    Other
    $38,405
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $224,671
    Bonus
    $0
    Other
    $0
    Deferred
    $18,518
    Nontaxable benefits
    $22,181
    Filer's total
    $265,370

  • Abby Garrison

    VICE PRESIDENT

    Total calculated
    $166,899
    From this org
    $135,835
    From related orgs
    $0
    Other
    $31,064
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $123,335
    Bonus
    $12,500
    Other
    $0
    Deferred
    $11,399
    Nontaxable benefits
    $21,605
    Filer's total
    $168,839

  • Suzy Anthony

    VP FINANCE & OPERATIONS

    Total calculated
    $158,492
    From this org
    $146,509
    From related orgs
    $0
    Other
    $11,983
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $135,259
    Bonus
    $11,250
    Other
    $0
    Deferred
    $11,983
    Nontaxable benefits
    $2,004
    Filer's total
    $160,496

  • Terran Anderson

    VICE PRESIDENT

    Total calculated
    $146,680
    From this org
    $135,841
    From related orgs
    $0
    Other
    $10,839
    Hours/week
    40

  • Percy Garcia-Rosell

    SENIOR DIRECTOR

    Total calculated
    $143,557
    From this org
    $113,968
    From related orgs
    $0
    Other
    $29,589
    Hours/week
    40

  • Jay Dale

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Ken Jones

    CHAIR ELECT

    Total calculated
    $0
    Hours/week
    1

  • Edna Varner

    IMMEDIATE PAST CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Stefanie Mansueto

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Patti Dungan

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Althea Jones

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Amanda Jelks

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Angela Garcia

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Baron Herdelin-Doherty

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Dalya Qualls White

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Dejuan Jordan

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Dionne Jenkins

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Jim Catanzaro Jr

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Ken Smith

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Patricia Russell

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Paulo Hutson

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Russ Blakely

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Toby Shelton

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Tom Rice

    MEMBER

    Total calculated
    $0
    Hours/week
    1

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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Compensation survey or study
  • 7 · Other non-fixed payments

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 7
BONUS PAYMENTS WERE MADE TO SALARIED EMPLOYEES BASED ON PERFORMANCE.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

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
15 November 2024
IRS schema version
2023v5.1
Source object
202413209349309356

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

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