2025-09-30T15:29:07-05:00 2024-12-31 621046406 JOHNSON HICKEY & MURCHISON PC 1040 WILLIAM WAY NW CLEVELAND TN 37312 990 2024-01-01 620548418 UNITED WAY OF THE OCOEE REGION UNIT 4234792020 PO BOX 193 CLEVELAND TN 37364 STEPHANIE LINKOUS PRESIDENT 4234792020 2025-09-30 0 KELVIN BISHOP P00236425 4234726543 2024 2025-03-06 01:10:19Z STEPHANIE LINKOUS PO BOX 193 CLEVELAND TN 37364 3082059 0 X WWW.UNITEDWAYOCOEE.ORG X 1971 TN 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. 15 15 17 1133 0 0 1823161 1727015 149034 189508 857606 1091521 173 7660 2829974 3015704 1670938 1770965 0 0 902490 970487 0 0 198957 1123007 952913 3696435 3694365 -866461 -678661 31354389 32338920 962239 999940 30392150 31338980 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. 0 0 1961970 748800 210043 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. 1429180 1022165 BRADLEY MEMORIAL HEALTH ENDOWMENT FUND PROVIDES FUNDING TO IMPROVE AND ENHANCE HEALTHCARE,WELLNESS AND QUALITY OF LIFE OF THE CITIZENS OF BRADLEY COUNTY, TENNESSEE. 3391150 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 18 0 1 17 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 TN X X TANYA MAZZOLINI 4234792020 85 OCOEE STREET CLEVELAND TN 37311 MIKE GRIFFIN DIRECTOR 1.00 X 0 0 0 BILL MARTIN TREASURER 1.00 X X 0 0 0 DR RUBI PORTER SECRETARY 1.00 X X 0 0 0 BRUCE BRADFORD DIRECTOR 1.00 X 0 0 0 DR LINDA CASH DIRECTOR 1.00 X 0 0 0 NANCY CASSON DIRECTOR 1.00 X 0 0 0 BRENDA CHOATE IMMEDIATE PAST BOARD CHAIR 1.00 X 0 0 0 KEN DEW DIRECTOR 1.00 X 0 0 0 MATT JENNE DIRECTOR 1.00 X 0 0 0 CHRIS NEWTON DIRECTOR 1.00 X 0 0 0 DR MATTHEW TOLBERT CHAIR 1.00 X X 0 0 0 ANDY WILLIAMS DIRECTOR 1.00 X 0 0 0 ERIKA MOORE DIRECTOR 1.00 X 0 0 0 CINDY SLATER DIRECTOR 1.00 X 0 0 0 ADAM OSBORNE DIRECTOR 1.00 X 0 0 0 STEPHANIE LINKOUS PRESIDENT 40.00 X 132001 0 13261 TANYA MAZZOLINI CFO 40.00 X 89054 0 9431 221055 0 22692 1 0 0 0 0 232870 87616 1406529 8851 1727015 VISTA PROGRAM FEES 624200 81750 81750 ERC FUNDS 624200 74521 74521 CENTER FOR SOCIAL IMPACT RENT 624200 33237 33237 189508 829793 829793 261728 0 261728 261728 261728 53480 232870 66355 -12875 -12875 OTHER INCOME 624200 20535 20535 20535 3015704 210043 0 1078646 1770965 1770965 221055 200205 6624 14226 573641 426739 45710 101192 65231 51499 3237 10495 53485 42307 3410 7768 57075 44894 3767 8414 19125 13087 3019 3019 159851 156466 3385 84332 77770 3281 3281 16771 10557 3006 3208 31094 19970 5581 5543 21847 13829 4009 4009 2761 1719 344 698 21225 17395 2256 1574 18208 18208 48231 26286 10466 11479 16041 9625 3208 3208 PROGRAM EXPENSE 459451 457565 0 1886 DEVELOPMENT 26928 13765 278 12885 REPAIRS & MAINTENANCE 9877 6912 990 1975 UNCOLLECTABLE ACCOUNTS 6121 6121 11050 5266 1687 4097 3694365 3391150 104258 198957 629415 562380 807207 846467 23094 16679 1170592 803010 387048 367582 29507625 30545812 31354389 32338920 77143 58784 885096 941156 962239 999940 X 1538106 1431760 28854044 29907220 30392150 31338980 31354389 32338920 -678661 1625491 0 X 0 1 X 1 0 X 2376660 2153035 2027160 1823161 1727025 10107041 2376660 2153035 2027160 1823161 1727025 10107041 10107041 644832 689452 890837 701553 829793 3756467 13863508 574589 0.72900 0.74970 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 28256882 2464670 1022165 341785 156466 29201136 26107584 3772296 980915 490483 151600 28256882 33097790 -5090681 1313515 424050 161960 26107584 31326750 3466432 1122301 394518 178573 33097790 29004002 3902586 849466 581560 148812 31326750 0.78250 0.21750 0 1 1 38493 38493 998935 672438 326497 133164 130572 2592 367582 BROKERAGE MONEY FUNDS 633277 F GOVERNMENT FUNDS 1205704 F MUTUAL FUNDS 21001066 F EQUITIES 7705765 F 30545812 4543645 1625491 2067 66355 1693913 2849732 159851 6121 165972 3015704 3596815 2067 66355 68422 3528393 159851 6121 165972 3694365 PART V, LINE 4: THE ENDOWMENT FUND WAS ESTABLISHED TO FUND LOCAL NON-PROFITS TO IMPROVE AND ENHANCE HEALTHCARE, WELLNESS AND QUALITY OF LIFE OF THE CITIZENS OF BRADLEY COUNTY, TENNESSEE. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSE 66,355. PART XI, LINE 4B - OTHER ADJUSTMENTS: UNCOLLECTIBLE PLEDGES 6,121. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSE 66,355. PART XII, LINE 4B - OTHER ADJUSTMENTS: UNCOLLECTIBLE PLEDGES 6,121. WOMEN UNITED 286350 232870 53480 1250 22215 2000 40890 286350 232870 53480 1250 22215 2000 40890 66355 -12875 0 BOYS AND GIRLS CLUBS OF THE OCOEE REGION PO BOX 1511 CLEVELAND TN 37364 620729406 501(C)(3) 238000 0 PARTNER AGENCY CITY FIELDS 1075 BLYTHE AVE CLEVELAND TN 37311 821125482 501(C)(3) 150000 0 PARTNER AGENCY YMCA OF METROPOLITAN CHATTANOOGA 220 URBANE ROAD CLEVELAND TN 37312 620475699 501(C)(3) 90000 0 PARTNER AGENCY COURT APPOINTED SPECIAL ADV 170 N OCOEE STREET CLEVELAND TN 37311 272961555 501(C)(3) 55000 0 PARTNER AGENCY LEGAL AID OF EAST TN 535 CHESTNUT ST 360 CHATTANOOGA TN 37402 589132803 501(C)(3) 66000 0 PARTNER AGENCY BRADLEY CLEVELAND PUBLIC PO BOX 4354 CLEVELAND TN 37320 200585134 501(C)(3) 70000 0 COMMUNITY HEALTH CENTERSTONE OF TENNESSEE INC 4160 N OCOEE ST SUITE 8 CLEVELAND TN 37312 200072992 501(C)(3) 18000 0 PARTNER AGENCY CLEVELAND LIONS CLUB 147 INMAN ST E 147 CLEVELAND TN 37311 626046761 501(C)(3) 16000 0 COMMUNITY HEALTH FAMILY PROMISE 1110 NORMAN CHAPEL RD CLEVELAND TN 37312 272074609 501(C)(3) 35000 0 PARTNER AGENCY FAMILY RESOURCE AGENCY 3680 MICHIGAN AVE RD CLEVELAND TN 37323 620876593 501(C)(3) 100000 0 PARTNER AGENCY HABITAT FOR HUMANITY 300 GROVE AVE SW CLEVELAND TN 37311 581916544 501(C)(3) 50000 0 COMMUNITY HEALTH KARIS COMMUNITY HEALTH 214 BROAD STREET SW CLEVELAND TN 37311 472204923 501(C)(3) 410000 0 COMMUNITY HEALTH LUDIC SPECTRUM CENTER 383 PARKER ST NE CLEVELAND TN 37311 842507346 501(C)(3) 29937 0 COMMUNITY HEALTH NEW HOPE PREGNANCY CENTER 353 WORTH STREET NW CLEVELAND TN 37311 621287400 501(C)(3) 12000 0 COMMUNITY HEALTH OCOEE OUTREACH 2707 N OCOEE ST CLEVELAND TN 37312 621667847 501(C)(3) 20000 0 COMMUNITY HEALTH ON POINT 4509 HIXSON PIKE SUITE 1 HIXSON TN 37343 680533402 501(C)(3) 20000 0 COMMUNITY HEALTH ORPHANWISE 4920 ATLANTA HIGHWAY 522 ALPHARETTA GA 30004 841998590 501(C)(3) 19931 0 COMMUNITY HEALTH WALTER E BOEHM BIRTH DEFECTS 975 EAST 3RD ST CHATTANOOGA TN 37403 510175126 501(C)(3) 16000 0 PARTNER AGENCY THE CARING PLACE 130 WILDWOOD AVE CLEVELAND TN 37311 900051191 501(C)(3) 177000 0 COMMUNITY HEALTH/PARNTER AGENCY THE HOPE CENTER INC 2600 EXECUTIVE PARK DR NW CLEVELAND TN 37312 621481111 501(C)(3) 48000 0 COMMUNITY HEALTH LIVING WATER MISSIONS INTERNATIONAL 451 HUGHES RD SE CLEVELAND TN 37323 460696399 501(C)(3) 15000 0 COMMUNITY HEALTH MEDICAL FOUNDATION OF CHATT 1917 EAST THIRD ST CHATTANOOGA TN 37404 581696660 501(C)(3) 12000 0 COMMUNITY HEALTH A STEP AHEAD FOUNDATION CHATTANOOGA INC 850 MARKET STREET 850 SUITE 228 CHATTANOOGA TN 37402 463740551 501(C)(3) 10000 0 PARTNER AGENCY NURTURE THE NEXT 500 PROFESSIONAL PARK DRIVE GOODLETTSVILLE TN 37072 581567835 501(C)(3) 10000 0 PARTNER AGENCY BRADLEY PREVENTION COALITION 2254 BLYTHE AVENUE SE CLEVELAND TN 37311 844683212 501(C)(3) 22400 0 COMMUNITY HEALTH FOUNDATION HOUSE 258 BROAD STREET SUITE 202 CLEVELAND TN 37311 455083727 501(C)(3) 20000 0 COMMUNITY HEALTH PROJECT FREE 2 FLY 283 NORTH OCOEE STREET CLEVELAND TN 37311 465064529 501(C)(3) 17287 0 COMMUNITY HEALTH RONALD MCDONALD HOUSE CHARITIES OF GREATER CHATTANOOGA 200 CENTRAL AVENUE CHATTANOOGA TN 37403 621327855 501(C)(3) 20000 0 COMMUNITY HEALTH PART I, LINE 2 PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS GRANTEES ARE REQUIRED TO SUBMIT BUDGET REQUESTS TO BE APPROVED FOR GRANTS. GRANTEES ARE THEN REQUIRED TO SUBMIT FINANCIAL INFORMATION TO SUPPORT DRAW REQUESTS ON GRANT. FORM 990, PART VI, SECTION B, LINE 11B THE AUDITOR PRESENTS THE AUDIT TO THE EXECUTIVE COMMITTEE FOR APPROVAL PRIOR TO FILING FORM 990. THE 990 IS REVIEWED BY THE PRESIDENT AND IS AVAILABLE FOR THE EXECUTIVE COMMITTEE AND/OR BOARD. FORM 990, PART VI, SECTION B, LINE 12C ANY VIOLATIONS OF THE CONFLICT OF INTEREST POLICY ARE TO BE REPORTED TO PRESIDENT AND PRESENTED TO THE EXECUTIVE COMMITTEE FOR RESOLUTION. FORM 990, PART VI, SECTION B, LINE 15 A PERSONNEL COMMITTEE COMPRISED OF 4 TO 5 VOLUNTEERS REVIEWS AREA AND/OR UNITED WAY WORLDWIDE SALARY RANGES AND APPROVES SALARY OF PRESIDENT. A PERSONNEL COMMITTEE COMPRISED OF 4 TO 5 VOLUNTEERS REVIEWS AREA AND/OR UNITED WAY WORLDWIDE SALARY RANGES AND DETERMINES SALARIES. THE PRESIDENT DISCUSSES STAFF PERFORMANCE WITH PERSONNEL COMMITTEE PRIOR TO APPROVAL OF SALARIES. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. UW BRADLEY CO ENDOWMENT TRUST PO BOX 193 CLEVELAND TN 37364 581984790 SUPPORT UW TN 501(C)(3) LINE 7 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0