United Way Of The Ocoee Region
- Assets
- $36.4m
- Revenue
- $6.4m
- Investments
- $0.0
- Employees
- 41
- Location
- Cleveland, TN
- Founding
- 06/1953
- Data as of
- 12/2021
- EIN
- 62-0548418
Organization Overview
United Way Of The Ocoee Region is located in Cleveland, TN. The organization was established in 1953. According to its NTEE Classification (T70) the organization is classified as: Federated Giving Programs, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. As of 12/2021, United Way Of The Ocoee Region employed 41 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. United Way Of The Ocoee Region is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, United Way Of The Ocoee Region generated $6.4m in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 5.9% each year. All expenses for the organization totaled $3.8m during the year ending 12/2021. You can explore the organizations financials more deeply in the financial statements section below.
Since 2016, United Way Of The Ocoee Region has awarded 189 individual grants totaling $12,112,164. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
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.
Describe the Organization's Program Activity:
Part 3 - Line 4a
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.
BRADLEY MEMORIAL HEALTH ENDOWMENT FUND PROVIDES FUNDING TO IMPROVE AND ENHANCE HEALTHCARE,WELLNESS AND QUALITY OF LIFE OF THE CITIZENS OF BRADLEY COUNTY, TENNESSEE.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Stephanie Linkous President | Officer | 40 | $101,984 |
Dr Linda Cash Vice Chair | OfficerTrustee | 1 | $0 |
Dr Shane Griffith Vice Chair | OfficerTrustee | 1 | $0 |
Michael Patterson Vice Chair | OfficerTrustee | 1 | $0 |
Bruce Bradford Vice Chair | OfficerTrustee | 1 | $0 |
Bill Martin Treasurer | OfficerTrustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $643,338 |
| All other contributions, gifts, grants, and similar amounts not included above | $1,509,697 |
| Noncash contributions included in lines 1a–1f | $9,147 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $2,153,035 |
| Total Program Service Revenue | $65,629 |
| Investment income | $689,452 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $3,476,536 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $6,391,561 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $1,549,153 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $101,984 |
| Compensation of current officers, directors, key employees. | $6,374 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $737,932 |
| Pension plan accruals and contributions | $54,946 |
| Other employee benefits | $53,028 |
| Payroll taxes | $42,543 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $15,173 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $181,923 |
| Fees for services: Other | $41,053 |
| Advertising and promotion | $0 |
| Office expenses | $55,199 |
| Information technology | $34,936 |
| Royalties | $0 |
| Occupancy | $21,458 |
| Travel | $2,334 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $5,730 |
| Interest | $0 |
| Payments to affiliates | $41,337 |
| Depreciation, depletion, and amortization | $45,712 |
| Insurance | $9,998 |
| All other expenses | $7,577 |
| Total functional expenses | $3,821,512 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $857,049 |
| Pledges and grants receivable | $628,864 |
| Accounts receivable, net | $24,425 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $466,699 |
| Investments—publicly traded securities | $34,463,193 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $36,440,230 |
| Accounts payable and accrued expenses | $39,595 |
| Grants payable | $967,620 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $1,007,215 |
| Net assets without donor restrictions | $1,467,294 |
| Net assets with donor restrictions | $33,965,721 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $36,440,230 |
Grants Awarded
Over the last fiscal year, United Way Of The Ocoee Region has awarded $1,537,965 in support to 31 organizations.
| Grant Recipient | Amount |
|---|---|
Cleveland, TN PURPOSE: HEALTH & PIE CENTER | $310,100 |
Cleveland, TN | | $213,100 |
BOYS & GIRLS CLUBS OF THE OCOEEREGION PURPOSE: PARTNER AGENCY | $158,100 |
THE CARING PLACE PURPOSE: HOUSING | $100,000 |
Cleveland, TN PURPOSE: WU EVENT AGENCY | $76,350 |
Cleveland, TN | | $60,000 |
Grants Recieved
Over the last fiscal year, we have identified 5 grants that United Way Of The Ocoee Region has recieved totaling $161,274.
| Awarding Organization | Amount |
|---|---|
Whirlpool Foundation Benton Harbor, MI PURPOSE: UNITED WAY | $87,987 |
Community Foundation Of Cleveland & Bradley County Inc Cleveland, TN | | $56,000 |
United Way Of Greater Chattanooga Chattanooga, TN PURPOSE: TO PROVIDE DONOR DESIGNATIONS RAISED BY UWGC | $16,537 |
Equitable Foundation Inc New York, NY PURPOSE: GENERAL SUPPORT | $750 |
Cs Foundation Inc Atlanta, GA PURPOSE: CHARITABLE | $0 |
Endowment Analysis
| Beg. Balance | $31,326,750 |
| Earnings | $3,466,432 |
| Admin Expense | $178,573 |
| Other Expense | $394,518 |
| Grants | $1,122,301 |
| Ending Balance | $33,097,790 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Chc Creating Healthier Communities Alexandria, VA | $23,119,840 | $20,885,598 |
Circle Of Life Springdale, AR | $23,639,439 | $20,357,791 |
Jewish Federation Of St Louis St Louis, MO | $156,968,183 | $19,475,995 |
Safa Trust Inc Herndon, VA | $343,266,740 | $16,390,451 |
United Way Of Forsyth County Inc Winstonsalem, NC | $7,740,159 | $13,512,937 |
United Way Of Greater Knoxville Inc Knoxville, TN | $44,188,764 | $10,173,426 |
United Way Of The Greater Triangle Inc Durham, NC | $8,988,793 | $10,685,118 |
United Way Of The Mid-South Memphis, TN | $15,939,575 | $10,736,980 |
United Way Of Greater Chattanooga Chattanooga, TN | $28,378,228 | $9,851,005 |
Jewish Community Of Louisville Inc Louisville, KY | $51,829,029 | $17,241,761 |
United Way Of The Coastal Empire Inc Savannah, GA | $26,438,024 | $9,161,083 |
Tidewater Jewish Foundation Inc Virginia Beach, VA | $49,573,361 | $8,475,302 |