2025-10-31T08:57:11-04:00 2024-12-31 621516392 LEWIS & ASSOCIATES PC CPAS PRINCETON PROF BLDG 136 PRINCETON JOHNSON CITY TN 37601 990 2024-01-01 620476656 UNITED WAY OF BRISTOL TN-VA INC UNIT 4239684912 315 8TH ST BRISTOL TN 376202227 LISA COFER EXECUTIVE DIRECTOR 4239684912 2025-10-13 true true JEFF JENNINGS P00393732 4239265138 2025-10-31 2024 2025-03-06 01:10:19Z DAVID GIBBS 400 COMMONWEALTH AVE BRISTOL VA 24201 7341713 false X WWW.UNITEDWAYBRISTOL.ORG X 1944 TN THE 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. 27 27 5 500 0 1567027 1332901 0 217627 358401 20560 14143 1805214 1705445 688550 662106 0 318620 346773 0 205468 306143 428499 1313313 1437378 491901 268067 9522472 10046020 840560 774621 8681912 9271399 X THE 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. false false 1006272 662106 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. 1006272 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 1 0 5 true false false false false false false false false X 27 27 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 BIRSTOL TN 37620 LISA COFER EXECUTIVE DI 40.00 X 109570 0 0 TERESA ANDERSON DIRECTOR 5.00 X 0 0 0 MARK BEGRIN DIRECTOR 5.00 X 0 0 0 BOB BENDER DIRECTOR 5.00 X 0 0 0 CHERI BLEVINS TREASURER 5.00 X X 0 0 0 SHELLY BROWN VICE CHAIR/S 5.00 X X 0 0 0 PATRICK CASHMAN DIRECTOR 5.00 X 0 0 0 JIM DOTY DIRECTOR 5.00 X 0 0 0 JODY DUTCHER DIRECTOR 5.00 X 0 0 0 CAROLYN FERRELL DIRECTOR 5.00 X 0 0 0 DAVID GIBBS CHAIR 5.00 X X 0 0 0 DAVID HACKER DIRECTOR 5.00 X 0 0 0 KRISTI HAULSEE DIRECTOR 5.00 X 0 0 0 PETE HOLLER DIRECTOR 5.00 X 0 0 0 JACOB HOLMES DIRECTOR 5.00 X 0 0 0 JEROME JULIAN DIRECTOR 5.00 X 0 0 0 RONAN KING DIRECTOR 5.00 X 0 0 0 BRIDGET LAMIE DIRECTOR 5.00 X 0 0 0 CHRIS LEE DIRECTOR 5.00 X 0 0 0 JIM MAXWELL DIRECTOR 5.00 X 0 0 0 LISA PORTER DIRECTOR 5.00 X 0 0 0 BETH RHINEHART DIRECTOR 5.00 X 0 0 0 BRADLEY ROBERTSON DIRECTOR 5.00 X 0 0 0 ADAM RUST DIRECTOR 5.00 X 0 0 0 DR DAVID SCOTT DIRECTOR 5.00 X 0 0 0 MARTHA SMITH DIRECTOR 5.00 X 0 0 0 DR ANNETTE TUDOR DIRECTOR 5.00 X 0 0 0 KEVIN WYSOR EDIRECTOR 5.00 X 0 0 0 109570 1 false false false 1032397 105458 195046 14637 1332901 256399 256399 5708298 29972 5636268 72030 29972 102002 72030 29972 SPONSORSHIPS 900099 7500 7500 OTHER INCOME 900099 5168 5168 ADMINISTRATION FEES 900099 1475 1475 14143 1705445 86173 286371 662106 662106 109570 21914 10957 76699 156306 39278 63449 53579 12495 2920 3495 6080 48028 11321 13949 22758 20374 4678 5686 10010 9000 4500 4500 68171 68171 14461 4148 6033 4280 19586 4897 4896 9793 16402 4604 3611 8187 2958 1479 1479 7752 3876 3876 25385 12693 12692 2733 1640 820 273 8079 4847 2424 808 COMMUNITY PROJECTS 169682 169682 CHILD CARE & DEVELOPMENT 27600 27600 GRANT RELATED EXPENSE 17614 8807 8807 CAMPAIGN EXPENSES 12058 12058 27018 15282 10793 943 1437378 1006272 225638 205468 250 250 1082894 1157647 353320 331876 18597 314 918 350476 279186 74061 71290 7993036 8484039 9522472 10046020 13848 12246 826712 762375 840560 774621 X 2359738 2570640 6322174 6700759 8681912 9271399 9522472 10046020 268067 321420 X false true X true false X 1432426 1430995 1338340 1567027 1332901 7101689 1432426 1430995 1338340 1567027 1332901 7101689 1228892 5872797 81322 88207 121775 189036 256399 736739 1030 1030 7839458 33673 0.74910 0.76380 X PART II, LINE 10 OTHER INCOME 1,030 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7993036 106965 584038 200000 8484039 6689999 584605 902726 184294 7993036 6849630 1132660 -1134113 158178 6689999 4910122 1457676 601998 120166 6849630 3895498 362780 740814 88970 4910122 0.23070 0.67820 0.09110 false false 63653 63653 163720 157922 5798 123103 121264 1839 71290 AGENCY ALLOCATIONS PAYABLE 662106 DONOR DESIGNATIONS PAYABLE 45363 CUSTODIAL FUNDS - SPECIAL PROGRAMS 33255 DEFERRED REVENUE 21651 762375 X 1958694 321420 321420 1637274 68171 68171 1705445 1369207 1369207 68171 68171 1437378 SCHEDULE D, PAGE 2, PART V, LINE 4 UNITED WAY BRISTOL'S ENDOWMENT CONSISTS OF TWO FUNDS ESTABLISHED FOR THE PURPOSE OF SUPPORTING UNITED WAY BRISTOL'S 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 WAY BRISTOL'S 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 PRESERVEED. 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 BRISTOL'S 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. SCHEDULE D, PAGE 3, 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, 2024, 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 AND FORM 990-T WITH THE INTERNAL REVENUE SERVICE(IRS). THE FEDERAL FORM 990 RETURNS PRIOR TO 2022 ARE CLOSED. THERE ARE NO IRS EXAMINATIONS IN PROGRESS. true ABUSE AALTERNATIVES 104 MEMORIAL DRIVE BRISTOL TN 37620 541101180 3 33000 GENERAL SUPPORT BIG BROTHERS BIG SISTERS 301 LOUIS STREET KINGSPORT TN 37660 620842531 3 7371 GENERAL SUPPORT BOYS & GIRLS CLUB OF THE MOUNTAIN E 334 REBECCA ST BRISTOL VA 24201 540653489 3 52890 GENERAL SUPPORT BOY SCOUTS - SEQUOYAH COUNCIL PO BOX 3010 JOHNSON CITY TN 37602 620476819 3 55000 GENERAL SUPPORT BRISTOL REG COUNSELING CENTYER 26 MIDWAY STREET BRISTOL TN 37620 620582605 3 10000 GENERAL SUPPORT BRISTOL FAITH IN ACTION 1534 EUCLID AVE BRISTOL VA 24201 542038035 3 40190 GENERAL SUPPORT CASA 317 SHELBY STREET KINGSPORT TN 37660 621464923 3 26000 GENERAL SUPPORT CAC OF SULLIVAN COUNTY 150 BLOUNTVILLE BYP BLOUNTVILLE TN 37617 621232172 3 10000 GENERAL SUPPORT GIRLS INC 613 HIGHLAND AVE BRISTOL VA 24203 620514164 3 90000 GENERAL SUPPORT HEALING HANDS HEALTH CENTER 245 MIDWAY MEDICAL PARK BRISTOL TN 37620 621677000 3 53000 GENERAL SUPPORT RIVER'S WAY 889 STONEY HOLLOW ROAD BLUFF CITY TN 37618 621542726 3 9000 GENERAL SUPPORT SALVATION ARMY 137 MARTIN LUTHER KING JR BLVD BRISTOL TN 37620 580660607 3 67855 GENERAL SUPPORT YMCA 400 MARTIN LUTHER KING BLVD BRISTOL TN 37620 620521204 3 36941 GENERAL SUPPORT YWCA 106 STATE ST BRISTOL TN 37620 620488044 3 80079 GENERAL SUPPORT IMAGINATION LIBRARY OF SULLIVAN COU PO BOX 3045 KINGSPORT TN 37664 550860873 3 7280 GENERAL SUPPORT BRISTOL REGIONAL SPEECH & HEARING 111 COMMONWEALTH AVENUE BRISTOL VA 24201 620556300 3 16000 GENERAL SUPPORT COMMUNITIES IN SCHOOLS 220 LEE STREET BRISTOL VA 24201 461775208 3 15000 GENERAL SUPPORT AMERICAN RED CROSS 660 EASTERN STAR ROAD BRISTOL TN 37620 530196605 3 8000 GENERAL SUPPORT FAMILY PROMISE OF BRISTOL 100 ASH ST 2 BRISTOL TN 37620 452278494 3 15000 GENERAL SUPPORT MORRISON SCHOOL 400 EDGEWOOD LANE BRISTOL VA 24201 541053329 3 10000 GENERAL SUPPORT SCHEDULE I, PAGE 1, 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 DIRCTORS FOR WHICH ORGANIZATIONS TO FUND. THE TEAMS COLLECT AMPLE INFORMATION OF THE ORGANIZATION, 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 QUESTIONNAIRES AND FINANCIAL STATEMENTS. FORM 990 - ORGANIZATION'S MISSION THE 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. FORM 990, PAGE 6, PART VI, LINE 11B A COPY OF THE ORGANIZATION'S FORM 990 IS REVIEWED AND APPROVED AT A BOARD MEETING BEFORE IT IS FILED. FORM 990, PAGE 6, PART VI, LINE 12C THE 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. FORM 990, PAGE 6, PART VI, LINE 15A THE INDEPENDENT BOARD OF DIRECTORS REVIEW AND VOTES ON ALL COMPENSATION PAID. FORM 990, PAGE 6, PART VI, LINE 15B THE INDEPENDENT BOARD OF DIRECTORS REVIEW AND VOTES ON ALL COMPENSATION PAID. FORM 990, PAGE 6, PART VI, LINE 19 GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST.