2024-03-18T09:45:47-04:00 2022-12-31 621714856 David E Warren CPA 307 8th St Bristol TN 37620 990 2022-01-01 620476656 UNITED WAY OF BRISTOL TN-VA INC UNIT PO BOX 696 BRISTOL TN 376210696 LISA H COFER EXECUTIVE DIREC 4239684912 2024-03-17 true LISA COFER XXX-XX-XXXX David E Warren CPA P00575833 4235739015 2024-03-18 0 00 AAL2 IAL1 2022 2023-04-26 12:10:37Z X CHRIS LEE 315 EIGHTH STREET BRISTOL TN 37620 4368674 false X WWW.UNITEDWAYBRISTOL.ORG X 1944 TN SEE SCHEDULE O 37 37 4 34 0 0 2430995 2579515 25134 539789 121776 2369 774 2973153 2727199 604330 670542 0 289019 311464 0 125849 315216 221213 1208565 1203219 1764588 1523980 8017574 8291627 851850 855134 7165724 7436493 SEE SCHEDULE O false false 956977 670542 CONDUCT AN ANNUAL CAMPAIGN TO PROVIDE FUNDING FOR LOCAL NONPROFIT SERVICE ORGANIZATIONS THAT MEET THE HUMAN SERVICE NEEDS OF THE COMMUNITY AND TO REDUCE THE NUMBER OF APPEALS FOR FINANCIAL SUPPORT FOR SERVICES. 956977 true true false false false false false false false true true false false false true true true false false false false false false false false false false true false false false false false false false false false false false false false false false false false false false true 3 0 true 4 true false false false false false false false false X 37 37 false false false false false false false true true false false true true true true true true true true false TN X X DEBBIE HELTON 4239684912 315 EIGHTH STREET BRISTOL TN 37620 X LISA COFER EXECUTIVE DIRECTOR 40.00 0.00 X 101245 0 0 MELANIE FLEENOR DIRECTOR 5.00 0.00 X 0 0 0 LOLA MCVEY DIRECTOR 5.00 0.00 X 0 0 0 KEITH PERRIGAN DIRECTOR 5.00 0.00 X 0 0 0 ROBERT PEEL DIRECTOR 5.00 0.00 X 0 0 0 KEVIN JESSEE DIRECTOR 5.00 0.00 X 0 0 0 RONAN KING DIRECTOR 5.00 0.00 X 0 0 0 JIM MAXWELL DIRECTOR 5.00 0.00 X 0 0 0 CARTER MASSENGILL DIRECTOR 5.00 0.00 X 0 0 0 CLINT SELLS DIRECTOR 5.00 0.00 X 0 0 0 ADAM RUST DIRECTOR 5.00 0.00 X 0 0 0 BILL SORAH DIRECTOR 5.00 0.00 X 0 0 0 DON SHAWL DIRECTOR 5.00 0.00 X 0 0 0 DAVID PRICE DIRECTOR 5.00 0.00 X 0 0 0 LISA PORTER DIRECTOR 5.00 0.00 X 0 0 0 BRADLEY ROBERTSON DIRECTOR 5.00 0.00 X 0 0 0 BETH RHINEHART DIRECTOR 5.00 0.00 X 0 0 0 RON CROCKETT DIRECTOR 5.00 0.00 X 0 0 0 BRIDGET LAMIE DIRECTOR 5.00 0.00 X 0 0 0 SCOTT EMERINE DIRECTOR 5.00 0.00 X 0 0 0 JODY DUTCHER DIRECTOR 5.00 0.00 X 0 0 0 PATRICK CASHMAN DIRECTOR 5.00 0.00 X 0 0 0 TERESA ANDERSON DIRECTOR 5.00 0.00 X 0 0 0 ERICK MAKRUSH DIRECTOR 5.00 0.00 X 0 0 0 BOB BENDER DIRECTOR 5.00 0.00 X 0 0 0 STEVE HAWKINS DIRECTOR 5.00 0.00 X 0 0 0 ANNETTE TUDOR DIRECTOR 5.00 0.00 X 0 0 0 PETE HOLLER DIRECTOR 5.00 0.00 X 0 0 0 DAVID CROCKETT DIRECTOR 5.00 0.00 X 0 0 0 CAROLYN FERRELL DIRECTOR 5.00 0.00 X 0 0 0 MARGARET FEIERABEND DIRECTOR 5.00 0.00 X 0 0 0 REV DAN GRAY DIRECTOR 5.00 0.00 X 0 0 0 DAVID GIBBS DIRECTOR 5.00 0.00 X 0 0 0 SHELLY BROWN SECRETARY 5.00 0.00 X X 0 0 0 CHERI BLEVINS TREASURER 5.00 0.00 X X 0 0 0 CHRIS LEE PRESIDENT 5.00 0.00 X X 0 0 0 KRISTI HAULSEE VICE PRESIDENT 5.00 0.00 X X 0 0 0 101245 0 0 1 false false false 2515589 63926 15004 2579515 PROGRAM INCOME 900099 25134 25134 25134 54759 54759 1708492 1641475 67017 67017 67017 OTHER INCOME 900099 774 774 774 2727199 147684 0 0 670542 670542 101245 58722 14174 28349 145524 50933 50933 43658 11220 4937 2917 3366 35224 15771 9436 10017 18251 8030 4745 5476 8095 4048 4047 11505 3235 4634 3636 14026 3507 3507 7012 12931 5757 2966 4208 3831 1916 1915 2899 2899 1800 1080 540 180 7338 4403 2201 734 COMMUNITY PROJECTS 88985 88985 CAMPAIGN EXPENSES 19213 19213 50590 35111 15479 1203219 956977 120393 125849 250 250 727188 978186 369693 554438 1263 1004 342323 274573 69550 67750 6849630 6689999 8017574 8291627 7399 23100 844451 832034 851850 855134 X 1812033 1512006 5353691 5924487 7165724 7436493 8017574 8291627 1523980 -1253211 0 X false true X true false X 1146524 1153196 1432426 2430995 2579515 8742656 1146524 1153196 1432426 2430995 2579515 8742656 1237503 7505153 61120 74533 81322 88207 121775 426957 13990 24567 13974 2026 774 55331 9224944 57641 0.81360 0.70260 X Other income Part II line 10 or Part III line 12 OTHER INCOME AND SCHOLARSHIPS $55,595 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6849630 1132660 -1134113 158178 6689999 4910122 1457676 601998 120166 6849630 3895498 362780 740814 88970 4910122 3058029 310723 589332 62586 3895498 2937242 272830 -95330 56713 3058029 0.23280 0.58630 0.18090 false false 63653 63653 155656 155363 293 123014 119210 3804 67750 AGENCY ALLOCATIONS PAYABLE 657020 CUSTODIAL FUNDS - SPECIAL PROGRAMS 106156 DONOR DESIGNATIONS PAYABLE 37463 DEFERRED REVENUE 31395 832034 X 2727209 -1202290 -1202290 3929499 3929499 1203219 1203219 1203219 Endowment funds intended uses (Part V, line 4) UNITED WAY BRISTOLS ENDOWMENT CONSISTS OF TWO FUNDS ESTABLISHED FOR THE PURPOSE OF SUPPORTING UNITED WAY BRISTOLS OPERATIONS. AS REQUIRED BY GENERALLY ACCEPTED ACCOUNTING PRINCIPLES, NET ASSETS ASSOCIATED WITH THE ENDOWMENT FUND, INCLUDING FUNDS DESIGNATED BY THE BOARD OF DIRECTORS TO FUNCTION AS ENDOWMENT, ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS.UNITED WAYS ENDOWMENT COMMITTEE, WITH AUTHORITY GRANTED BY THE BOARD OF DIRECTORS, ESTABLISHED AN ENDOWMENT SPENDING POLICY THAT LIMITS WITHDRAWALS TO NO MORE THAN 4% OF THE ROLLING AVERAGE FAIR MARKET VALUE OF THE TOTAL ENDOWMENT ASSETS OVER THE PREVIOUS TWENTY QUARTERS. THE BOARD HAS THE AUTHORITY TO EXCEED THAT LIMITATION. BOTH THE CURRENT INCOME AND APPRECIATION CAN BE USED WITH THE INTENT THAT THE ORIGINAL ENDOWMENT FUNDS ARE PRESERVED. THE SPENDING RATE AND PERIOD OF AVERAGING IS DESIGNED TO PROVIDE A REASONABLE AND RELIABLE REVENUE STREAM TO SUPPORT OPERATIONS OF UNITED WAY BRISTOL. THIS IS CONSISTENT WITH UNITED WAY BRISTOLS OBJECTIVE TO MAINTAIN AND GROW ENDOWMENT ASSETS CURRENTLY HELD, AS WELL AS TO PROVIDE ADDITIONAL REAL GROWTH THROUGH NEW GIFTS AND INVESTMENT RETURN. THE BOARD MUST APPROVE ALL RECOMMENDED WITHDRAWALS. Footnote for uncertain tax position under FIN 48 (Part X) UNITED WAY BRISTOL HAS BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE (IRS) AS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE U.S.INTERNAL REVENUE CODE, EXCEPT FOR TAXES ON INCOME FROM ACTIVITIES UNRELATED TO ITS EXEMPT PURPOSE. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN MADE IN THE ACCOMPANYING FINANCIAL STATEMENTS. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE UNITED WAY BRISTOL AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF UNITED WAY BRISTOL HAS AN UNCERTAIN TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. MANAGEMENT HAS CONCLUDED THAT AS OF DECEMBER 31, 2022, THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN BY UNITED WAY BRISTOL THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS.THE UNITED WAY BRISTOL FILES FORM 990 WITH THE INTERNAL REVENUE SERVICE. THE FEDERAL FORM 990 RETURNS PRIOR TO 2019 ARE CLOSED. THERE ARE NO IRS EXAMINATIONS IN PROCESS. true ABUSE ALTERNATIVES 104 MEMORIAL DRIVE BRISTOL TN 37620 541101180 501 C 3 33000 GENERAL SUPPORT BIG BROTHERS BIG SISTERS 301 LOUIS STREET KINGSPORT TN 37660 620842531 501 C 3 7371 GENERAL SUPPORT BOYS & GIRLS CLUB OF BRISTOL 334 REBECCA ST BRISTOL VA 24201 540653489 501 C 3 52890 GENERAL SUPPORT BOY SCOUTS - SEQUOYAH COUNCIL PO BOX 3010 JOHNSON CITY TN 37602 620476819 501 C 3 30000 GENERAL SUPPORT BRISTOL FAITH IN ACTION 1534 EUCLID AVE BRISTOL VA 24201 542038035 501 C 3 40190 GENERAL SUPPORT CASA 317 SHELBY STREET KINGSPORT TN 37660 621464923 501 C 3 26000 GENERAL SUPPORT CAC OF SULLIVAN COUNTY 150 BLOUNTVILLE BVP BLOUNTVILLE TN 37617 621232172 501 C 3 10000 GENERAL SUPPORT FRONTIER INDUSTRIES 498 INDUSTRIAL DRIVE BRISTOL TN 37620 620582605 501 C 3 10690 GENERAL SUPPORT GIRLS INC 613 HIGHLAND AVE BRISTOL VA 24203 620514164 501 C 3 90000 GENERAL SUPPORT HEALING HANDS HEALTH CENTER 245 MIDWAY MEDICAL PARK BRISTOL TN 37620 621677000 501 C 3 53000 GENERAL SUPPORT IMAGINATION LIBRARY PO BOX 2511 ABINGDON VA 24210 362300098 501 C 3 9914 GENERAL SUPPORT RIVERS WAY 889 STONEY HOLLOW ROAD BLUFF CITY TN 37618 621542726 501 C 3 9000 GENERAL SUPPORT SALVATION ARMY 137 MARTIN LUTHER KING JR BLVD BRISTOL TN 37620 580660607 501 C 3 67855 GENERAL SUPPORT YMCA 400 MARTIN LUTHER KING JR BLVD BRISTOL TN 37620 620521204 501 C 3 36941 GENERAL SUPPORT YWCA 106 STATE ST BRISTOL TN 37620 620488044 501 C 3 80079 GENERALL SUPPORT IMAGINATION LIBRARY OF SULLIVAN COU PO BOX 3045 KINGSPORT TN 37664 550860873 501 C 3 7280 GENERAL SUPPORT BRISTOL REGIONAL SPEECH & HEARING 2603 OSBORNE STREET BRISTOL VA 24201 620556300 501 C 3 16000 GENERAL SUPPORT COMMUNITIES IN SCHOOLS 220 LEE STREET BRISTOL VA 24201 461775208 501 C 3 40000 GENERAL SUPPORT RED CROSS 660 EASTERN STAR ROAD KINGSPORT TN 37663 530196605 501 C 3 8000 GENERAL SUPPORT Monitoring procedures (Part I, line 2) THE UNITED WAY RECRUITS QUALIFIED VOLUNTEERS TO FORM EVALUATION AND ALLOCATION TEAMS. THESE TEAMS EXTENSIVELY REVIEW THE ORGANIZATIONS SEEKING FUNDS. THESE TEAMS THEN MAKE RECOMMENDATIONS TO THE BOARD OF DIRECTORS FOR WHICH ORGANIZATIONS TO FUND. THE TEAMS COLLECT AMPLE INFORMATION OF THE ORGANIZATIONS, INCLUDING QUESTIONNAIRES AND AUDITED FINANCIAL STATEMENTS. THE TEAMS ALSO REVIEW THE ORGANIZATIONS AT THEIR LOCATIONS FOR WHAT THE MONEY WILL BE SPENT ON AND THE ORGANIZATION AS A WHOLE. TO REVIEW THE ORGANIZATIONS THROUGHOUT THE YEAR, UNITED WAY ALSO RECEIVES AND REVIEWS QUARTERLY QUESTIONNAIRS AND FINANCIAL STATEMENTS. Amended return information Schedule D Parts XI and XII required correction. Form 990 governing body review Part VI line 11 FORM 990, PART VI, LINE 11BA COPY OF THE ORGANIZATIONS FORM 990 IS REVIEWED AND APPROVED AT A BOARD MEETING BEFORE IT IS FILED. Conflict of interest policy compliance Part VI line 12c FORM 990, PART VI, LINE 12CTHE ORGANIZATION HAS A CONFLICT OF INTEREST POLICY THAT THE BOARD OF DIRECTORS HAS TO READ AND SIGN OFF EVERY YEAR. THE CONFLICT OF INTEREST POLICY REQUIRES DIRECTORS, OFFICERS, STAFF, AND VOLUNTEERS TO PROMPTLY AND OPENLY DISCLOSE KNOWN CONFLICTS OF INTEREST, POSSIBLE CONFLICTS OF INTEREST OR APPEARANCES OF CONFLICTS OF INTEREST IN MATTERS AFFECTING THE CONDUCT OF THE UNITED WAY, ITS DECISION PROCESS OR THE CONDUCT OF ITS MISSION. CEO executive director top management comp Part VI line 15a FORM 990, PART VI, LINE 15ATHE INDEPENDENT BOARD OF DIRECTORS REVIEW AND VOTES ON ALL COMPENSATION PAID. Other officer or key employee compensation Part VI line 15b FORM 990, PART VI, LINE 15BTHE INDEPENDENT BOARD OF DIRECTORS REVEW AND VOTES ON ALL COMPENSATION PAID. Governing documents etc available to public Part VI line 19 FORM 990, PART VI, LINE 19GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. General explanation attachment FORM 990, PART I MISSION STATEMENTTHE MISSION OF THE UNITED WAY OF BRISTOL IS TO BRING TOGETHER THE RESOURCES TO HELP PEOPLE IN THE REGIONAL COMMUNITY TO LIVE HEALTHY AND PRODUCTIVE LIVES. UNITED WAY BRISTOL WORKS WITH DOZENS OF COMMUNITY PARTNER AGENCIES THAT PROVIDE THOSE RESOURCES IN AREAS OF EDUCATION, INCOME, BASIC NEEDS, SAFETY NET SERVICES, AND HEALTH.