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Nonprofiteer
← UNITED WAY OF MIDDLE TENNESSEE INC

Form 990 for tax year 2024

Filed by UNITED WAY OF MIDDLE TENNESSEE INC.

Totals

Total revenue
$46,222,332
Total expenses
$46,498,758
Contributions and grants received
$43,383,204
Grants paid
$31,867,137
Program service revenue
$261,044
Investment income
$2,200,435
Other revenue
$377,649
Total assets, end of year
$70,291,972
Total liabilities, end of year
$10,428,111
Net assets or fund balances, end of year
$59,863,861
Program services expenses (Part IX)
$41,482,922
Management and general expenses
$1,963,310
Fundraising expenses
$3,052,526
Program service expenses (Part III)
$41,482,922

Program services were 89.2% 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

    $749,045

  • 1e · Government grants (contributions)

    $18,456,986

  • 1f · All other contributions, gifts and grants

    $24,177,173

  • 1g · Noncash contributions included above

    $380,614

  • 2a · Program service revenue: DESIGNATION SERVICE FE

    total $242,744 · related or exempt $242,744

  • 2b · Program service revenue: HANDS ON NASHVILLE

    total $18,300 · related or exempt $18,300

  • 3 · Investment income

    total $818,161 · excluded $818,161

  • 7a · Gross sales of assets other than inventory

    securities $23,346,392

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

    securities $21,964,118

  • 7c · Gain or loss

    securities $1,382,274

  • 7d · Net gain or loss

    total $1,382,274 · excluded $1,382,274

  • 11a · Other revenue: EMPLOYEE RETIREMENT PL

    total $305,804 · excluded $305,804

  • 11b · Other revenue: MISCELLANEOUS INCOME

    total $71,845 · excluded $71,845

  • 11e · Other revenue, total

    $377,649

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $31,867,137 · program services $31,867,137

  • 5 · Compensation of officers, directors and key employees

    total $1,636,953 · program services $645,290 · management and general $415,461 · fundraising $576,202

  • 7 · Other salaries and wages

    total $7,240,647 · program services $4,948,817 · management and general $841,045 · fundraising $1,450,785

  • 8 · Pension plan contributions

    total $72,912 · program services $48,831 · management and general $7,239 · fundraising $16,842

  • 9 · Other employee benefits

    total $736,579 · program services $533,152 · management and general $95,977 · fundraising $107,450

  • 10 · Payroll taxes

    total $607,126 · program services $394,917 · management and general $75,426 · fundraising $136,783

  • 11b · Fees: legal

    total $9,694 · management and general $9,694

  • 11c · Fees: accounting

    total $97,934 · program services $29,800 · management and general $68,134

  • 11g · Fees: other

    total $1,558,959 · program services $1,437,450 · management and general $18,703 · fundraising $102,806

  • 12 · Advertising and promotion

    total $454,666 · program services $297,544 · management and general $14,403 · fundraising $142,719

  • 13 · Office expenses

    total $526,055 · program services $343,561 · management and general $65,168 · fundraising $117,326

  • 16 · Occupancy

    total $428,123 · program services $285,380 · management and general $102,207 · fundraising $40,536

  • 17 · Travel

    total $145,370 · program services $125,976 · management and general $3,635 · fundraising $15,759

  • 19 · Conferences, conventions and meetings

    total $331,469 · program services $127,799 · management and general $28,896 · fundraising $174,774

  • 21 · Payments to affiliates

    total $411,760 · program services $255,743 · management and general $62,578 · fundraising $93,439

  • 22 · Depreciation, depletion and amortization

    total $102,259 · program services $58,430 · management and general $25,769 · fundraising $18,060

  • 24a · Other expenses: MISCELLANEOUS

    total $242,179 · program services $83,095 · management and general $128,975 · fundraising $30,109

  • 24b · Other expenses: PLANNED GIVING PREMIUM

    total $28,936 · fundraising $28,936

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $11,016,442 · end of year $11,278,863

  • 3 · Pledges and grants receivable

    beginning of year $13,916,289 · end of year $11,797,031

  • 9 · Prepaid expenses and deferred charges

    beginning of year $134,241 · end of year $172,420

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

    $3,612,295

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

    $3,118,429

  • 10c · Land, buildings and equipment, net

    beginning of year $499,646 · end of year $493,866

  • 11 · Investments: publicly traded securities

    beginning of year $42,848,485 · end of year $45,412,504

  • 15 · Other assets

    beginning of year $998,037 · end of year $1,137,288

  • 17 · Accounts payable and accrued expenses

    beginning of year $2,366,648 · end of year $2,095,201

  • 18 · Grants payable

    beginning of year $10,038,859 · end of year $8,103,483

  • 25 · Other liabilities

    beginning of year $428,945 · end of year $229,427

  • 27 · Net assets without donor restrictions

    beginning of year $34,106,187 · end of year $36,499,955

  • 28 · Net assets with donor restrictions

    beginning of year $22,472,501 · end of year $23,363,906

Mission and programs · 2024

Mission

UNITED WAY OF GREATER NASHVILLE UNITES THE COMMUNITY AND MOBILIZES RESOURCES SO THAT EVERY CHILD, INDIVIDUAL, AND FAMILY THRIVES.

Activities or mission (Part I)

UWGN UNITES THE COMMUNITY AND MOBILIZES RESOURCES SO THAT EVERY CHILD, INDIVIDUAL & FAMILY THRIVES

  • THE COMMUNITY IMPACT FUNDING PROGRAM PROVIDES FUNDING SUPPORT TO 159 NONPROFIT AGENCIES IN CHEATHAM, DAVIDSON, DICKSON, HICKMAN, HOUSTON, MONTGOMERY, STEWART, ROBERTSON, AND WILLIAMSON COUNTIES, TN. THESE PROGRAMS SERVE LOW-INCOME INDIVIDUALS AND FAMILIES, 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 95% OF PRE-K CHILDREN ENROLLED IN THE READ TO SUCCEED EARLY LITERACY PROGRAM ASSESSED KINDERGARTEN READY. FINANCIAL STABILITY- 9,712 FAMILIES BENEFITTED FROM FREE TAX PREPARATION AND RECEIVED MORE THAN $10.3 MILLION IN TAX REFUNDS AND EITC CREDITS. HEALTH MORE THAN 28,000 INDIVIDUALS IMPROVED PHYSICAL OR MENTAL HEALTH THROUGH PHYSICAL ACTIVITY, CASE MANAGEMENT, OR CHRONIC DISEASE SELF-MANAGEMENT.

    Expenses $13,443,221 · Grants $11,283,171

  • Withheld by Nonprofiteer: this text may name a private individual.

    Expenses $6,642,949 · Grants $5,173,750

  • DURING 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 501(C)3, HAVE A HEALTH AND HUMAN SERVICES FOCUS, AND HAVE A PRESENCE IN THE MIDDLE TENNESSEE COMMUNITY.

    Expenses $3,131,511 · Grants $3,131,511 · Revenue $242,744

  • IN DECEMBER 2023, THE MIDDLE TENNESSEE AREA WAS HIT WITH TORNADOES, ONCE AGAIN CALLING OUR PARTNERSHIP WITH THE MAYOR'S OFFICE AND DISASTER RESPONSE INTO ACTION. WE OPENED UP A TORNADO RESPONSE FUND WHICH CARRIED INTO 2024 FOR DEPLOYMENT FOR THOSE INDIVIDUALS AND FAMILIES AFFECTED. WITH LONG-TERM RECOVERY EFFORTS STILL NEEDED, UNITED WAY OF MIDDLE TENNESSEE SERVES AS THE FISCAL AGENT FOR BOTH THE DAVIDSON COUNTY LONG-TERM RECOVERY GROUP AND THE CLARKSVILLE-MONTGOMERY COUNTY LONG-TERM RECOVERY GROUP.

    Expenses $1,033,299 · Grants $1,016,561

  • THE NASHVILLE ALLIANCE FOR FINANCIAL INDEPENDENCE (NAFI) IS A 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 $76,000 OR LESS. THIS SERVICE ENSURES FILERS CLAIM ALL THEIR ELIGIBLE CREDITS. IN 2024, VITA SITES HELPED 9,712 FAMILIES COLLECT OVER $10.3 MILLION IN TOTAL FEDERAL REFUNDS AND SAVE MILLIONS IN FILING FEES. IN PARTNERSHIP WITH THE MAYOR'S OFFICE, UWGN OPERATES THE CITY'S FINANCIAL EMPOWERMENT CENTER (FEC). THE CENTER PROVIDES FREE ONE-ON-ONE FINANCIAL COUNSELING AND TEACHES 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 THE CITY AND UNITED WAY OPERATING A COST-SHARE MODEL. SINCE ITS INCEPTION, THE FECS HAVE ASSISTED AND HELPED OVER 11,115 CLIENTS REDUCE DEBT BY OVER $31 MILLION AND INCREASE SAVINGS BY OVER $4.9 MILLION THROUGH MORE THAN 33,438 INDIVIDUAL COUNSELING SESSIONS. IN 2019, UWGN BECAME THE INTERMEDIARY FOR MIDDLE TENNESSEE TO RECRUIT, TRAIN AND MONITOR GRANTEES THROUGH SNAP EMPLOYMENT & TRAINING. THIS PROGRAM IS A FEDERAL PROGRAM THAT PASSES THROUGH THE TN DEPARTMENT OF LABOR AND WORKFORCE DEVELOPMENT. IN 2024, 954 SNAP EMPLOYMENT & TRAINING PARTICIPANTS WERE SERVED, 476 PARTICIPANTS OBTAINED AN INDUSTRY CREDENTIAL, AND 250 PARTICIPANTS ARE NOW GAINFULLY EMPLOYED THROUGHOUT UWGN'S NINE-COUNTY SERVICE AREA. MOSTLY ALL PARTICIPANTS ENROLLED IN WORKFORCE TRAINING PROGRAMS HAD NO INCOME AND/OR NO REPORTABLE INCOME PRIOR TO PARTICIPATION.

    Expenses $3,254,283 · Grants $1,831,550

  • 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.

    Expenses $741,011 · Grants $553,152

  • EFFECTIVE JUNE 1, 2013, UNITED WAY OF GREATER NASHVILLE PARTNERS WITH GOVERNOR'S EARLY LITERACY FOUNDATION AND THE DOLLYWOOD FOUNDATION TO IMPLEMENT THE IMAGINATION LIBRARY OF MIDDLE TENNESSEE PROGRAM IN DAVIDSON, WILLIAMSON AND SUMNER COUNTIES. IMAGINATION LIBRARY DELIVERS ONE HIGH-QUALITY AND AGE-APPROPRIATE BOOK EACH MONTH TO CHILDREN FROM BIRTH THROUGH AGE FIVE, AT NO COST TO THEIR FAMILIES, REGARDLESS OF INCOME. WITH IMAGINATION LIBRARY COMPLEMENTING THE READ TO SUCCEED PROGRAM, UNITED WAY WILL BE ABLE TO DISPLAY A CLEAR PATH TO LITERACY FOR CHILDREN BEGINNING AT BIRTH.

    Expenses $1,201,986 · Grants $1,071,988

  • 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 SERVES AS THE LEAD CONVENER FOR A COMMUNITY COLLABORATIVE CALL RAISING READERS NASHVILLE (FORMERLY BLUEPRINT FOR EARLY CHILDHOOD SUCCESS). WE ARE CULTIVATING AN ENVIRONMENT WHERE ALL CHILDREN CAN GROW THE READING SKILLS THEY NEED TO THRIVE BY IMPROVING THE SYSTEMS AND STRUCTURES THAT SUPPORT NASHVILLE'S FAMILIES AND YOUNG CHILDREN. THIS WORK EMPOWERS UNITED WAY'S EARLY CHILDHOOD INITIATIVE, READ TO SUCCEED (RTS). RTS UNITES EARLY CHILDHOOD PROFESSIONALS TO ALIGN KNOWLEDGE, SKILLS AND BEST PRACTICES FOR LIFELONG ACADEMIC SUCCESS AND WELL-BEING FOR CHILDREN AND FAMILIES. RTS PARTNERS WITH LOCAL CHILDCARE CENTERS SERVING VULNERABLE POPULATIONS TO REDUCE RISK FACTORS FOR CHILDREN AND FAMILIES TO PREPARE FOR SUCCESS IN KINDERGARTEN. RTS SERVES OVER 800 STUDENTS WHERE 93% OF THREE- AND FOUR-YEAR-OLDS ARE AT DEVELOPMENTAL LEVEL. BEFORE THE START OF THIS PROGRAM, ONLY 33% OF FOUR-YEAR-OLDS IN THESE CENTERS TESTED AT AVERAGE OR HIGHER ON KINDERGARTEN READINESS ASSESSMENTS. IN THE SPRING OF 2022, 90% AND 92% OF THREE- AND FOUR-YEAR-OLDS MET THEIR LITERACY AND SOCIAL-EMOTIONAL BENCHMARKS FOR KINDERGARTEN READINESS, RESPECTIVELY. READ TO SUCCEED HAS DEMONSTRATED A SUCCESS RATE OF 90% OR HIGHER SINCE 2007. UNITED WAY IMPLEMENTS A COMPLEMENTARY PROGRAM TO RTS TO SUPPORT FIRST-THROUGH-THIRD-GRADE STUDENTS, RAISE YOUR HAND (RYH). RYH IS A STATE OF TENNESSEE APPROVED TUTORING PROGRAM THAT PROVIDES TUTORING SERVICES IN THE MIDDLE TENNESSEE REGION. RYH SUPPORTS EARLY LITERACY INTERVENTION OF FIRST THROUGH THIRD GRADERS, MATCHING TUTORS WITH STUDENTS WHO ARE PERFORMING BELOW GRADE LEVEL IN READING AND MATH. VOLUNTEERS TUTOR IN CLASSROOMS AFTER SCHOOL AND DURING SUMMER. IN SPRING 2022, METRO NASHVILLE COUNCIL APPROVED AND AWARDED UNITED WAY OF GREATER NASHVILLE OVER $5.3 MILLION IN AMERICAN RESCUE PLAN ACT FUNDING TO INCREASE LOW-INCOME FAMILIES' ACCESS TO QUALITY CHILDCARE A LONGSTANDING CRISIS ACROSS GREATER NASHVILLE. UNITED WAY CONTINUES TO LEVERAGE METRO NASHVILLE FUNDING TO STABILIZE TWELVE (12) CHILDCARE CENTER PROVIDERS THAT SERVE LOW-INCOME FAMILIES ON A SLIDING SCALE, REPRESENTING A POPULATION OF FAMILIES SERVED THAT LIVE AT OR BELOW 200% OF THE FEDERAL POVERTY LINE, AND THOSE ENROLLED IN THE TENNESSEE DEPARTMENT OF HUMAN SERVICES ("DHS") SMART STEPS CHILDCARE ASSISTANCE PROGRAM ("SMART STEPS"). THIS FUNDING SUPPORTS ALL TEN (10) READ TO SUCCEED SITES AND TWO (2) ADDITIONAL COMMUNITY-BASED CHILDCARE CENTERS, INCENTIVIZING PROVIDERS FOR THE FIRST TIME TO SERVE MORE FAMILIES IN THIS DEMOGRAPHIC. THESE FUNDS HELP TO FILL THE GAP BETWEEN THE TRUE COST OF HIGH-QUALITY CHILDCARE AND WHAT PARENTS CAN AFFORD TO PAY AND THE STATE'S INCREASING YET INADEQUATE REIMBURSEMENT RATE. AFTER NEARLY 20 MONTHS, UNITED WAY HAS DEPLOYED NEARLY $3 MILLION TO ERADICATE THE FINANCIAL LOSS ABSORBED BY CENTERS ANNUALLY.

    Expenses $4,023,206 · Grants $2,863,186

  • 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 GREATER NASHVILLE. 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.

    Expenses $402,800 · Grants $303,367

  • IN 2014, WITH SEED FUNDING FROM THE SIEMER INSTITUTE, UNITED WAY OF GREATER NASHVILLE LAUNCHED THE FAMILY COLLECTIVEORIGINALLY THE FAMILY EMPOWERMENT PROGRAMTO ADDRESS HOMELESSNESS, CONNECT FAMILIES TO SUSTAINABLE OPPORTUNITIES AND DISRUPT CYCLES OF POVERTY. WITH OVER 25 PARTNERS IN 5 COUNTIES, WE ARE WORKING TOGETHER TO REBUILD SYSTEMS TO PREVENT AND END FAMILY HOMELESSNESS. UWGN USES FUNDING FROM THE SIEMER INSTITUTE AND THE DEPARTMENT OF HUMAN SERVICES TO ADMINISTER THIS PROGRAM, SERVING MORE THAN 3,500 FAMILIES SINCE INCEPTION IN JAN 2019. MORE THAN 1300 FAMILIES HAVE BEEN HOUSED OR WERE PREVENTED FROM HOMELESSNESS. THE INITIATIVE PROVIDES AN ARRAY OF WRAP AROUND SERVICES THAT OFFERS CONTINUOUS SUPPORT FOR FAMILIES TO MOVE FROM CRISIS TO THRIVING. IT UTILIZES UNITED WAY COMMUNITY PARTNERS AND ACCESS POINTS SUCH AS SCHOOLS AND COMMUNITY CENTERS TO LOCATE COACHES/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.

    Expenses $5,188,272 · Grants $4,460,561

  • HANDS ON INSPIRES PEOPLE TO SERVE THEIR NEIGHBORS AND MAKES IT EASY FOR THEM TO MAKE AN IMPACT IN THE COMMUNITY. HANDS ON FINDS VOLUNTEERS FOR MORE THAN 170 SCHOOLS AND NONPROFITS THROUGHOUT UNITED WAY OF GREATER NASHVILLE'S SERVICE AREA, WITH A FOCUS ON DAVIDSON, WILLIAMSON, AND MONTGOMERY COUNTIES. IN 2024, MORE THAN 11,000 VOLUNTEERS SIGNED UP FOR 23,000 SERVICE ACTIVITIES BENEFITING OUR NEIGHBORS, SCHOOLS, AND PUBLIC SPACES THROUGH HANDS ON'S COMMUNITY PARTNER, GEEKCAUSE, CORPORATE VOLUNTEER ENGAGEMENT, AND DISASTER PROGRAMS. TOGETHER, THEY DEDICATED MORE THAN 66,000 HOURS OF SERVICE TO THE COMMUNITY.

    Expenses $2,420,384 · Grants $178,340 · Revenue $18,300

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here. A text marked withheld matched a screen for wording that may name a private individual, such as an honorific or "in memory of". Most of what it withholds names no one; it is withheld so that what does is never shown.

Listed in Part VII

  • Brian Hassett

    PRESIDENT AND CEO

    Total calculated
    $617,192
    From this org
    $555,263
    From related orgs
    $0
    Other
    $61,929
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $392,702
    Bonus
    $162,561
    Other
    $0
    Deferred
    $49,188
    Nontaxable benefits
    $12,741
    Filer's total
    $617,192
  • Lee Blank

    VICE CHAIR- TRUSTEE

    Total calculated
    $0
    Hours/week
    4
  • Robert Dittus

    STRATEGY COMMITTEE CHAIR-OBICI

    Total calculated
    $0
    Hours/week
    4
  • Sara Correa

    MEMBER AT LARGE

    Total calculated
    $0
    Hours/week
    4
  • David Freeman

    CAMPIAGN COMMITTEE CHAIR

    Total calculated
    $0
    Hours/week
    4
  • Rev Robert Gardenhire

    COMMUNITY IMPACT - OBI COMMITTEE CHAIR

    Total calculated
    $0
    Hours/week
    4
  • Hon Alberto R Gonzales

    BOARD CHAIR- TRUSTEE

    Total calculated
    $0
    Hours/week
    4
  • Burke Nihill

    MEMBER AT LARGE

    Total calculated
    $0
    Hours/week
    4
  • Junaid Odubeko

    GENERAL COUNSEL- TRUSTEE

    Total calculated
    $0
    Hours/week
    4
  • Blake Stinnette

    TREASURER & FINANCE COMMITTEE CHAIR- TRUSTEE

    Total calculated
    $0
    Hours/week
    4
  • Eric Stuckey

    MEMBER AT LARGE

    Total calculated
    $0
    Hours/week
    4
  • James Weaver

    IMMEDIATE PAST CHAIR

    Total calculated
    $0
    Hours/week
    4
  • Tim Adams

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • Nelson Andrews

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • Scott Becker

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • David Briggs

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • Kate Chinn

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • John Crosslin

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • John Doerge

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • Randy Gibson

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • Jim Gingrich

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • Dr Stuart R Gordon

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • Laurel Graefe

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • Neil Hafer

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • Tonya Hallett

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • Tony Heard

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • Shanna Jackson

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • R Milton Johnson

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • Dr L Gregory Jones

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • Jenneen Kaufman

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • Gordon Knapp

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • Honorable William C Koch Jr

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • Ed Lanquist

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • Richard Manson

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • Lucibeth Mayberry

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • Rob McNeilly

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • Dr Candice McQueen

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • Deb Reiner

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • Anne Russell

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • Karl Sprules

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • Brian Tibbs

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • Josh Trusley

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • Chandra Vasser

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • Dave Walton

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • Emily Weiss

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • O'Neal Wiggins

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • Erica Mitchell

    CHIEF COMMUNITY IMPACT OFFICER

    Total calculated
    $247,780
    From this org
    $230,268
    From related orgs
    $0
    Other
    $17,512
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $215,268
    Bonus
    $15,000
    Other
    $0
    Deferred
    $7,805
    Nontaxable benefits
    $9,707
    Filer's total
    $247,780
  • Summor Pennington

    CHIEF FINANCIAL OFFICER

    Total calculated
    $230,303
    From this org
    $212,300
    From related orgs
    $0
    Other
    $18,003
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $196,015
    Bonus
    $16,285
    Other
    $0
    Deferred
    $7,070
    Nontaxable benefits
    $10,933
    Filer's total
    $230,303
  • Courtney Barlar

    CHIEF DEVELOPMENT OFFICER

    Total calculated
    $184,458
    From this org
    $176,955
    From related orgs
    $0
    Other
    $7,503
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $165,670
    Bonus
    $11,285
    Other
    $0
    Deferred
    $5,805
    Nontaxable benefits
    $1,698
    Filer's total
    $184,458
  • Lori Shinton

    CHIEF VOLUNTEERISM OFFICER

    Total calculated
    $175,761
    From this org
    $168,263
    From related orgs
    $0
    Other
    $7,498
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $163,263
    Bonus
    $5,000
    Other
    $0
    Deferred
    $456
    Nontaxable benefits
    $7,042
    Filer's total
    $175,761
  • Angela Stacy

    CHIEF MARKETING OFFICER

    Total calculated
    $181,458
    From this org
    $164,705
    From related orgs
    $0
    Other
    $16,753
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $159,705
    Bonus
    $5,000
    Other
    $0
    Deferred
    $5,582
    Nontaxable benefits
    $11,171
    Filer's total
    $181,458
  • Jason Miller

    DIRECTOR, IT

    Total calculated
    $140,792
    From this org
    $135,093
    From related orgs
    $0
    Other
    $5,699
    Hours/week
    40
  • Tracey Dill

    SR. DIRECTOR, COMMUNITY IMPACT

    Total calculated
    $134,266
    From this org
    $128,759
    From related orgs
    $0
    Other
    $5,507
    Hours/week
    40
  • Kim Bundy

    SR. DIRECTOR, LEADERSHIP GIVING

    Total calculated
    $138,783
    From this org
    $121,578
    From related orgs
    $0
    Other
    $17,205
    Hours/week
    40
  • Niki Easley

    DIRECTOR, RYAN WHITE

    Total calculated
    $135,862
    From this org
    $120,897
    From related orgs
    $0
    Other
    $14,965
    Hours/week
    40
  • Matt Lim

    DIRECTOR, FINANCE

    Total calculated
    $135,971
    From this org
    $116,029
    From related orgs
    $0
    Other
    $19,942
    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

  • 1a · Health or social club dues or initiation fees
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 1b · Written policy on the line-1a expenses
  • 4a · Severance or change-of-control payment
  • 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

The filer's explanations (Part III)

PART I, LINE 1B
THE 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 4B
BRIAN HASSETT, PRESIDENT & CEO, PARTICIPATES IN A SUPPLEMENTAL, NON-QUALIFIED DEFINED CONTRIBUTION 457(F) PLAN MAINTAINED BY THE ORGANIZATION. VESTED DISTRIBUTIONS ARE MADE ANNUALLY.

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
2024
Filed
1 July 2025
IRS schema version
2024v5.2
Source object
202541829349300604

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

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