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Nonprofiteer
← UNITED WAY OF THE OCOEE REGION

Form 990 for tax year 2025

Filed by UNITED WAY OF THE OCOEE REGION.

Totals

Total revenue
$3,626,812
Total expenses
$3,624,087
Contributions and grants received
$1,406,762
Grants paid
$1,638,630
Program service revenue
$118,020
Investment income
$2,093,055
Other revenue
$8,975
Total assets, end of year
$33,896,576
Total liabilities, end of year
$853,783
Net assets or fund balances, end of year
$33,042,793
Program services expenses (Part IX)
$3,333,180
Management and general expenses
$89,829
Fundraising expenses
$201,078
Program service expenses (Part III)
$3,333,180

Program services were 92.0% 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

    $234,740

  • 1e · Government grants (contributions)

    $79,016

  • 1f · All other contributions, gifts and grants

    $1,093,006

  • 1g · Noncash contributions included above

    $43,877

  • 2a · Program service revenue: VISTA PROGRAM FEES

    total $82,084 · related or exempt $82,084

  • 2b · Program service revenue: CENTER FOR SOCIAL IMPACT RENT

    total $35,875 · related or exempt $35,875

  • 2c · Program service revenue: ERC FUNDS

    total $61 · related or exempt $61

  • 3 · Investment income

    total $987,870 · excluded $987,870

  • 7a · Gross sales of assets other than inventory

    securities $6,469,431

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

    securities $5,364,246

  • 7c · Gain or loss

    securities $1,105,185

  • 7d · Net gain or loss

    total $1,105,185 · excluded $1,105,185

  • 8a · Fundraising events: gross income

    $50,799

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

    $234,740

  • 8b · Fundraising events: direct expenses

    $74,516

  • 8c · Net income from fundraising events

    total -$23,717 · excluded -$23,717

  • 11a · Other revenue: OTHER INCOME

    total $32,692 · related or exempt $32,692

  • 11e · Other revenue, total

    $32,692

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,638,630 · program services $1,638,630

  • 5 · Compensation of officers, directors and key employees

    total $209,360 · program services $176,072 · management and general $15,096 · fundraising $18,192

  • 7 · Other salaries and wages

    total $548,344 · program services $452,211 · management and general $17,464 · fundraising $78,669

  • 8 · Pension plan contributions

    total $69,656 · program services $56,766 · management and general $3,172 · fundraising $9,718

  • 9 · Other employee benefits

    total $71,904 · program services $53,394 · management and general $3,860 · fundraising $14,650

  • 10 · Payroll taxes

    total $54,497 · program services $45,317 · management and general $2,173 · fundraising $7,007

  • 11c · Fees: accounting

    total $22,500 · program services $14,820 · management and general $3,840 · fundraising $3,840

  • 11f · Fees: investment management

    total $162,781 · program services $159,286 · management and general $3,495

  • 11g · Fees: other

    total $94,720 · program services $84,837 · management and general $4,942 · fundraising $4,941

  • 13 · Office expenses

    total $17,757 · program services $10,971 · management and general $3,252 · fundraising $3,534

  • 14 · Information technology

    total $27,355 · program services $17,748 · management and general $4,841 · fundraising $4,766

  • 16 · Occupancy

    total $24,301 · program services $15,087 · management and general $4,607 · fundraising $4,607

  • 17 · Travel

    total $2,774 · program services $1,755 · management and general $446 · fundraising $573

  • 19 · Conferences, conventions and meetings

    total $11,183 · program services $8,489 · management and general $2,281 · fundraising $413

  • 21 · Payments to affiliates

    total $19,459 · program services $19,459

  • 22 · Depreciation, depletion and amortization

    total $40,132 · program services $21,872 · management and general $8,709 · fundraising $9,551

  • 23 · Insurance

    total $20,446 · program services $12,268 · management and general $4,089 · fundraising $4,089

  • 24a · Other expenses: PROGRAM EXPENSE

    total $477,830 · program services $477,527 · management and general $0 · fundraising $303

  • 24b · Other expenses: UNCOLLECTABLE ACCOUNTS

    total $33,098 · program services $33,098

  • 24c · Other expenses: DEVELOPMENT

    total $28,804 · program services $9,556 · management and general $0 · fundraising $19,248

  • 24d · Other expenses: MISCELLANEOUS

    total $27,523 · program services $13,729 · management and general $5,246 · fundraising $8,548

  • 24e · All other expenses

    total $21,033 · program services $10,288 · management and general $2,316 · fundraising $8,429

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $562,380 · end of year $523,480

  • 3 · Pledges and grants receivable

    beginning of year $846,467 · end of year $510,811

  • 4 · Accounts receivable

    beginning of year $16,679 · end of year $25,768

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

    $1,170,592

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

    $843,142

  • 10c · Land, buildings and equipment, net

    beginning of year $367,582 · end of year $327,450

  • 12 · Investments: other securities

    beginning of year $30,545,812 · end of year $32,509,067

  • 17 · Accounts payable and accrued expenses

    beginning of year $58,784 · end of year $21,067

  • 18 · Grants payable

    beginning of year $941,156 · end of year $832,716

  • 27 · Net assets without donor restrictions

    beginning of year $1,431,760 · end of year $1,239,883

  • 28 · Net assets with donor restrictions

    beginning of year $29,907,220 · end of year $31,802,910

Mission and programs · 2025

Mission

TO BE A COMMUNITY-BASED ORGANIZATION THAT LEADS THE EFFORTS IN IDENTIFYING COMMUNITY NEEDS, FACILITATING COLLABORATION, AND MAXIMIZING RESOURCES TO POSITIVELY IMPACT OUR COMMUNITY AND SURROUNDING AREAS.

Activities or mission (Part I)

TO BE A COMMUNITY-BASED ORGANIZATION THAT LEADS THE EFFORTS IN INDENTIFYING COMMUNITY NEEDS, FACILITATING COLLABORATION, AND MAXIMIZING RESOURCES TO POSITIVELY IMPACT OUR COMMUNITY AND SURROUNDING AREAS.

  • TO BE A COMMUNITY-BASED ORGANIZATION THAT LEADS THE EFFORTS IN IDENTIFYING COMMUNITY NEEDS, FACILITATING COLLABORATION, AND MAXIMIZING RESOURCES TO POSITIVELY IMPACT OUR COMMUNITY AND SURROUNDING AREAS.

    Expenses $1,702,487 · Grants $515,666 · Revenue $150,712

  • BRADLEY MEMORIAL HEALTH ENDOWMENT FUND PROVIDES FUNDING TO IMPROVE AND ENHANCE HEALTHCARE,WELLNESS AND QUALITY OF LIFE OF THE CITIZENS OF BRADLEY COUNTY, TENNESSEE.

    Expenses $1,630,693 · Grants $1,122,964

As filed on the 2025 return.

Listed in Part VII

  • Mike Griffin

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Bill Martin

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Dr Rubi Porter

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Bruce Bradford

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Dr Linda Cash

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Nancy Casson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Brenda Choate

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Ken Dew

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Matt Jenne

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Chris Newton

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Dr Matthew Tolbert

    IMMEDIATE PAST BOARD CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Andy Williams

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Erika Moore

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Cindy Slater

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Adam Osborne

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Stephanie Linkous

    PRESIDENT

    Total calculated
    $154,098
    From this org
    $138,767
    From related orgs
    $0
    Other
    $15,331
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $138,767
    Bonus
    $0
    Other
    $0
    Deferred
    $14,685
    Nontaxable benefits
    $646
    Filer's total
    $154,098

  • Jennifer Sheeley

    VP OF FINANCE

    Total calculated
    $77,746
    From this org
    $70,593
    From related orgs
    $0
    Other
    $7,153
    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. 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 · Form 990 of other organizations
  • 3 · Approval by the board or compensation committee

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
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

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.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2025
Filed
4 August 2026
IRS schema version
2025v4.2
Source object
202612189349300701

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