Nonprofit · EIN 31-1510208
UNITED WAY OF SUMNER COUNTY
Tax-exempt · HENDERSONVLLE, TN 37075
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $892,135 | $902,727 | -$10,592 | $1,112,905 | $852,210 | $260,695 |
| June 30, 2024 | 990 | $1,168,347 | $1,143,211 | $25,136 | $1,175,266 | $903,979 | $271,287 |
| June 30, 2023 | 990 | $1,036,009 | $941,936 | $94,073 | $925,557 | $679,406 | $246,151 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $909,188
- Program service revenue
- $5,598
- Investment income
- $9,379
- Net income from fundraising events
- -$33,009
- Other revenue
- -$32,030
Expenses
- Grants and similar amounts paid
- $488,076
- Compensation of officers, directors and key employees
- $130,590
- Other salaries and wages
- $99,246
- Salaries, compensation and benefits (total)
- $258,634
- Professional fundraising fees
- $0
- Occupancy
- $53,591
- Travel
- $2,156
- Depreciation
- $3,144
- Program services (functional)
- $654,818
- Management and general (functional)
- $106,461
- Fundraising (functional)
- $141,448
Balance sheet and other
- Total assets, start of year
- $1,175,266
- Total assets, end of year
- $1,112,905
- Total liabilities, end of year
- $852,210
- Net assets, end of year
- $260,695
- Land, buildings and equipment
- $19,283
- Net assets without donor restrictions
- $220,945
- Net assets with donor restrictions
- $39,750
- Gross receipts
- $945,307
- Employees
- 5
- Volunteers
- 311
- Year formed
- 1985
- State of legal domicile
- TN
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ERIN BIRCH | CEO Officer | 50 | $75,185 | $9,041 |
| DANIELLE ROBINSON | CFO Officer | 24 | $46,101 | $0 |
| LEN SILVERMAN | BOARD CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| KELLEY CRECELIUS | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| ANGEL PERSON | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| SUSAN GAIMARI WHITE | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| KIM BAKER | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| MARIBETH BEARFIELD | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| KATIE BROWN | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| THERESA DOWELL-FUQUA | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| SAM GORTON | PART YR BOAR Trustee or director | 0.5 | $0 | $0 |
| CLAYTON HANNAH | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| WILLIAM LAMBERTH | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| TIM MANN | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| BETH PICKEL | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
7 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| AMY RAMSEY | BOARD MEMBER Trustee or director | 0.5 | $0 |
| BEN ROBERTS | BOARD MEMBER Trustee or director | 0.5 | $0 |
| WYNDE ROSS | BOARD MEMBER Trustee or director | 0.5 | $0 |
| BRIAN SAMPEDRO | BOARD MEMBER Trustee or director | 0.5 | $0 |
| DAVID SOLOMON | BOARD MEMBER Trustee or director | 0.5 | $0 |
| SUSANNAH WOOD | BOARD MEMBER Trustee or director | 0.5 | $0 |
| JORDAN WOODRUFF | BOARD MEMBER Trustee or director | 0.5 | $0 |
990 for the year ended June 30, 2024: 25 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ERIN BIRCH | CEO Officer | 40 | $72,578 | $9,639 |
| DANIELLE ROBINSON | CFO Officer | 24 | $42,518 | $0 |
| LEN SILVERMAN | BOARD CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| KELLEY CRECELIUS | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| ANGEL PERSON | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| SUSAN GAIMARI | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| PAT CONNER | IMMEDIATE PA Trustee or director, Officer | 1 | $0 | $0 |
| STEPHEN BEARDEN | EAC CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| JULIANNA ADENAIKE | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| KIM BAKER | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| MARIBETH BEARFIELD | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| KATIE BROWN | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| THERESA DOWELL-FUQUA | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| SAM GORTON | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| CLAYTON HANNAH | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| DARRELL HUNT | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| JAMIE KHEIR | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| WILLIAM LAMBERTH | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| TIM MANN | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| BETH PICKEL | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| BEN ROBERTS | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| WYNDE ROSS | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| BRIAN SAMPEDRO | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| AMY SCOTT | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| SUSANNAH WOOD | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
990 for the year ended June 30, 2023: 24 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ERIN BIRCH | CEO Officer | 40 | $68,828 | $9,486 |
| DANIELLE ROBINSON | CFO Officer | 24 | $47,082 | $0 |
| PAT CONNER | BOARD CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| LEN SILVERMAN | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| ANGEL PERSON | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| MICHELE OWENS | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| NORMAN RUBIO | IMMEDIATE PA Trustee or director, Officer | 1 | $0 | $0 |
| JULIANNA ADENAIKE | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| KIM BAKER | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| STEPHEN BEARDEN | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| KATIE BROWN | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| KELLEY CRECELIUS | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| THERESA DOWELL-FUQUA | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| SUSAN GAIMARI | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| CLAYTON HANNAH | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| ALANA HIBBLER | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| JIMMY JOHNSTON | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| WILLIAM LAMBERTH | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| TIM MANN | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| GRACE OLIVER | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| MARY KATHRYN OLIVER | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| AMY RAY | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| AMY SCOTT | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| SUSANNAH WOOD | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 635 E MAIN ST STE 1, HENDERSONVLLE, TN 37075-2645
- Principal officer (990 for 2024)
- AMY RAMSEY, 635 E MAIN ST 1, HENDERSONVILLE, TN 37075
- Signed the 990
- KELLY CRECELIUS, BOARD CHAIR, CURRENT
- Phone
- (615) 461-8371
- Website
- WWW.UNITEDWAYSUMNER.ORG
- Return prepared by
- BLANKENSHIP CPA GROUP PLLC
Mission
TO MOBILIZE THE CARING POWER OF OUR COMMUNITY TO IMPROVE THE QUALITY OF LIFE IN SUMNER COUNTY AS A PLACE TO GROW UP, RAISE A FAMILY, WORK, ACHIEVE DREAMS, AND GROW OLDER.
Program accomplishments
- THE ORGANIZATION IS COMMITTED TO DEPLOY FINANCIAL SUPPORT TO AGENCIES, TO MAXIMIZE RESOURCES AVAILABLE FOR SERVICES AIMED AT THE MOST URGENT NEEDS OF THE COMMUNITY, TO MUSTER COMMUNITY SUPPORT AND COMMITMENT AND MANAGE ITS OPERATION SUCCESSFULLY. A CAMPAIGN IS HELD ANNUALLY FOR CONTRIBUTIONS FROM DONORS IN SUMNER COUNTY WHICH ARE THEN ALLOCATED AS SUPPORT TO PARTNER AGENCIES BASED ON THE RECOMMENDATION OF A VOLUNTEER ALLOCATION COMMITTEE.Expenses $547,737 · grants $488,076
- COMMUNITY BUILDING: DAYS OF CARING HAPPEN THREE TIMES A YEAR AND PROVIDE A MEANINGFUL HANDS-ON VOLUNTEER EXPERIENCE WHILE GIVING A FIRST-HAND LOOK AT THE DIFFERENCE UNITED WAY OF SUMNER COUNTY IS MAKING RIGHT HERE AT HOME. DAYS OF CARING INCLUDE WINTER CARE DRIVE, UNITED WE FEED AND MOM & BABY CARE DRIVE. WHETHER CONTRIBUTING TO COLLECTION DRIVES OR SERVING AS A VOLUNTEER TO MAKE THESE EVENTS HAPPEN, PARTICIPATING IN DAYS OF CARING IS A GREAT WAY PEOPLE CAN IMPROVE THE LIVES OF OTHERS.Expenses $107,081 · revenue $5,598
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 31-1510208
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1997
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T70)
- Assets (IRS master file)
- $1,112,905
- Income (IRS master file)
- $945,307
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $892,135 | $902,727 | $1,112,905 | XML |
| 990 | June 2024 | $1,168,347 | $1,143,211 | $1,175,266 | XML |
| 990 | June 2023 | $1,036,009 | $941,936 | $925,557 | XML |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 31-1510208).
Questions about UNITED WAY OF SUMNER COUNTY
- What is the EIN of UNITED WAY OF SUMNER COUNTY?
- The employer identification number (EIN) of UNITED WAY OF SUMNER COUNTY is 31-1510208.
- Is UNITED WAY OF SUMNER COUNTY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
- Are donations to UNITED WAY OF SUMNER COUNTY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does UNITED WAY OF SUMNER COUNTY file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of UNITED WAY OF SUMNER COUNTY due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UNITED WAY OF SUMNER COUNTY last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of UNITED WAY OF SUMNER COUNTY?
- The 990 for the year ended June 30, 2025 names AMY RAMSEY.
- Who are the officers and directors of UNITED WAY OF SUMNER COUNTY?
- The 990 for the year ended June 30, 2025 lists 22 people; 2 received compensation from the organization, the highest $75,185 (ERIN BIRCH, CEO).
- How much revenue does UNITED WAY OF SUMNER COUNTY have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $892,135, expenses of $902,727 and total assets of $1,112,905 at year end.
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- GIVING FORWARD INC EIN 88-4262773 · last filed 990 for 2024
- SFFC FOUNDATION INC EIN 20-5964342 · last filed 990-PF for 2025
- LIVE LOVE NASHVILLE EIN 82-2473351 · last filed 990 for 2025
- FORWARD GIVING INC EIN 81-4590294 · last filed 990 for 2024
- J C GARRETT III FAMILY FOUNDATION EIN 62-1577524 · last filed 990-PF for 2024
- NEUHAUS FAMILY CHRISTIAN FOUNDATION EIN 36-4319259 · last filed 990-PF for 2025
- MERWIN FOUNDATION INC EIN 62-1785447 · last filed 990-PF for 2024
All nonprofits in HENDERSONVLLE · Tennessee · Philanthropy, voluntarism and grantmaking foundations