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Nonprofiteer
← UNITED WAY OF GREATER CHATTANOOGA

Form 990 for tax year 2022

Filed by UNITED WAY OF GREATER CHATTANOOGA.

What the amendment changed

Compared with the return it replaced , filed 7 November 2023. matched by us Only the return's totals, a 990-PF's accounting method and the names listed in Part VII (Part VIII on a 990-PF) are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.

Those are the same on the two returns, so the amendment changed something else.

Totals

Total revenue
$11,872,512
Total expenses
$10,855,072
Contributions and grants received
$11,000,426
Grants paid
$6,870,747
Program service revenue
$182,726
Investment income
$579,555
Other revenue
$109,805
Total assets, end of year
$30,870,044
Total liabilities, end of year
$5,746,214
Net assets or fund balances, end of year
$25,123,830
Program services expenses (Part IX)
$8,145,003
Management and general expenses
$952,119
Fundraising expenses
$1,757,950
Program service expenses (Part III)
$8,145,003

Program services were 75.0% 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

    $10,600

  • 1e · Government grants (contributions)

    $1,575,663

  • 1f · All other contributions, gifts and grants

    $9,414,163

  • 1g · Noncash contributions included above

    $129,557

  • 2a · Program service revenue: TRAINING

    total $182,726 · related or exempt $182,726

  • 3 · Investment income

    total $538,154 · excluded $538,154

  • 7a · Gross sales of assets other than inventory

    securities $11,206,531 · other assets $2,727

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

    securities $11,167,857 · other assets $0

  • 7c · Gain or loss

    securities $38,674 · other assets $2,727

  • 7d · Net gain or loss

    total $41,401 · unrelated business $2,727 · excluded $38,674

  • 8a · Fundraising events: gross income

    $74,356

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

    $10,600

  • 8b · Fundraising events: direct expenses

    $3,946

  • 8c · Net income from fundraising events

    total $70,410 · excluded $70,410

  • 11a · Other revenue: MISCELLANEOUS

    total $39,395 · related or exempt $39,395

  • 11e · Other revenue, total

    $39,395

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $5,984,749 · program services $5,984,749

  • 2 · Grants to domestic individuals

    total $885,998 · program services $885,998

  • 5 · Compensation of officers, directors and key employees

    total $404,484 · management and general $404,484

  • 7 · Other salaries and wages

    total $1,326,743 · program services $351,277 · management and general $257,876 · fundraising $717,590

  • 8 · Pension plan contributions

    total $57,788 · program services $73,195 · management and general -$89,662 · fundraising $74,255

  • 9 · Other employee benefits

    total $328,443 · program services $147,155 · management and general $60,652 · fundraising $120,636

  • 10 · Payroll taxes

    total $177,983 · program services $68,488 · management and general $49,410 · fundraising $60,085

  • 11a · Fees: management

    total $3,789 · program services $3,492 · management and general $297

  • 11b · Fees: legal

    total $2,888 · management and general $2,888

  • 11c · Fees: accounting

    total $53,400 · management and general $53,400

  • 11g · Fees: other

    total $60 · management and general $60

  • 12 · Advertising and promotion

    total $33,671 · program services $7,069 · fundraising $26,602

  • 14 · Information technology

    total $296,456 · program services $164,929 · fundraising $131,527

  • 16 · Occupancy

    total $342,254 · program services $161,248 · management and general $73,677 · fundraising $107,329

  • 19 · Conferences, conventions and meetings

    total $555,105 · program services $55,889 · management and general $53,589 · fundraising $445,627

  • 20 · Interest

    total $312 · management and general $312

  • 23 · Insurance

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

  • 24a · Other expenses: CONTRACT LABOR

    total $274,941 · program services $180,029 · management and general $72,975 · fundraising $21,937

  • 24b · Other expenses: DUES AND SUBSCRIPTIONS

    total $87,873 · program services $47,433 · management and general $5,437 · fundraising $35,003

  • 24c · Other expenses: BANK FEES

    total $20,474 · program services $246 · management and general $3,968 · fundraising $16,260

  • 24d · Other expenses: OTHER MISCELLANEOUS EXP

    total $4,722 · program services $3,806 · management and general $0 · fundraising $916

  • 24e · All other expenses

    total $2,825 · management and general $2,642 · fundraising $183

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,142,750 · end of year $439,126

  • 3 · Pledges and grants receivable

    beginning of year $3,071,457 · end of year $3,985,561

  • 4 · Accounts receivable

    beginning of year $60,270 · end of year $873,576

  • 9 · Prepaid expenses and deferred charges

    beginning of year $58,799 · end of year $33,002

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

    $4,234,854

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

    $1,621,361

  • 10c · Land, buildings and equipment, net

    beginning of year $2,721,454 · end of year $2,613,493

  • 11 · Investments: publicly traded securities

    beginning of year $17,186,652 · end of year $20,655,148

  • 12 · Investments: other securities

    beginning of year $4,018,134 · end of year $2,270,138

  • 15 · Other assets

    beginning of year $118,712 · end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,133,249 · end of year $1,456,146

  • 18 · Grants payable

    beginning of year $4,854,102 · end of year $4,290,068

  • 27 · Net assets without donor restrictions

    beginning of year $15,593,899 · end of year $18,142,583

  • 28 · Net assets with donor restrictions

    beginning of year $6,796,978 · end of year $6,981,247

Mission and programs · 2022

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 68 NON-PROFIT 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 $4,628,314 · Grants $4,983,315 · Revenue $24,785

  • FAMILY STABILITY: INITIATIVES AND PROGRAM SERVICES IN 16 COUNTY REGION WITH THE GOAL OF HELPING FAMILIES/INDIVIDUALS REACH STABILITY AND BECOME MORE SELF-SUFFICIENT. 211 INFORMATION AND REFERRAL PROGRAM OPERATED BY UWGC CONNECTS PEOPLE TO COMMUNITY AGENCIES AND ORGANIZATIONS THAT PROVIDE SERVICES TO ADDRESS CRITICAL NEEDS AND HELPS DETER RELIANCE ON THE SOCIAL SERVICE SYSTEM. 211 IS THE ENTRY POINT FOR COMMUNITY MEMBERS IN NEED, OPERATING CRISIS SERVICES AND FUNDS, NEEDIEST CASES PROCESSING AND MONITORS ALL CALLS THROUGH A COMMUNITY DATABASE. IN FY23, 2-1-1 SPECIALISTS ANSWERED 54,741 CALLS. BRIDGE FUND, NEEDIEST CASES, WARM NEIGHBORS, PROJECT WATER AND WATER QUALITY FEE ASSISTANCE PROVIDED DIRECT ASSISTANCE TO INDIVIDUALS.PROGRAMS ALSO ADDRESS THE ROOT CAUSES OF FAMILY INSTABILITY THROUGH A COACHING MODEL TO HELP FAMILIES/INDIVIDUALS IN LOWER INCOME NEIGHBORHOODS BECOME MORE ECONOMICALLY AND SOCIALLY INDEPENDENT.

    Expenses $2,540,144 · Grants $1,630,255 · Revenue $182,837

  • TUTORING: PROVIDES HIGH-DOSAGE LOW-RATIO TUTORING FOR STUDENTS GRADES 1-8 THROUGH PROGRAMS INCLUDING THE TN ALL CORPS TUTORING PROGRAM. SPRING AND SUMMER 2023, THERE WERE 95 STUDENTS IN THE PROGRAM.

    Expenses $976,545 · Grants $257,176 · Revenue $14,499

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Amber Cambron

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Jim Catanzaro Jr

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Jay Dale

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Tom Glenn

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Ken Jones

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Patricia Russell

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Tom White

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Russ Blakely

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Patti Dungan

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Angela Garcia

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Paulo Hutson

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Amanda Jelks

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Dionne Jenkins

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Althea Jones

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Dejuan Jordan

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Kenneth Smith

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Michael St Charles

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Edna Varner

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    5

  • Lesley Scearce

    PRESIDENT

    Total calculated
    $245,588
    From this org
    $215,745
    From related orgs
    $0
    Other
    $29,843
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $215,745
    Bonus
    $0
    Other
    $0
    Deferred
    $17,260
    Nontaxable benefits
    $12,583
    Filer's total
    $245,588

  • Suzy Anthony

    VP FINANCE & OPERATIONS

    Total calculated
    $158,896
    From this org
    $148,237
    From related orgs
    $0
    Other
    $10,659
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $133,237
    Bonus
    $15,000
    Other
    $0
    Deferred
    $10,659
    Nontaxable benefits
    $0
    Filer's total
    $158,896

  • Abby Garrison

    EMPLOYEE

    Total calculated
    $151,417
    From this org
    $141,127
    From related orgs
    $0
    Other
    $10,290
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $128,627
    Bonus
    $12,500
    Other
    $0
    Deferred
    $10,290
    Nontaxable benefits
    $0
    Filer's total
    $151,417

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

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.

Provenance

Return type
form_990
Tax year
2022
Filed
6 December 2023
IRS schema version
2022v5.0
Source object
202323459349300612

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