Nonprofit · EIN 62-0476656
UNITED WAY OF BRISTOL TENN VA INC
Tax-exempt · BRISTOL, TN 37621
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $1,705,445 | $1,437,378 | $268,067 | $10,046,020 | $774,621 | $9,271,399 |
| December 31, 2023 | 990 | $1,805,214 | $1,313,313 | $491,901 | $9,522,472 | $840,560 | $8,681,912 |
| December 31, 2022 | 990 (amended) | $2,727,199 | $1,203,219 | $1,523,980 | $8,291,627 | $855,134 | $7,436,493 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $1,332,901
- of which government grants
- $105,458
- Program service revenue
- $0
- Investment income
- $358,401
- Net gain from sales of assets
- $102,002
- Other revenue
- $14,143
Expenses
- Grants and similar amounts paid
- $662,106
- Compensation of officers, directors and key employees
- $109,570
- Other salaries and wages
- $156,306
- Salaries, compensation and benefits (total)
- $346,773
- Professional fundraising fees
- $0
- Accounting fees
- $9,000
- Occupancy
- $16,402
- Travel
- $2,958
- Depreciation
- $2,733
- Program services (functional)
- $1,006,272
- Management and general (functional)
- $225,638
- Fundraising (functional)
- $205,468
Balance sheet and other
- Total assets, start of year
- $9,522,472
- Total assets, end of year
- $10,046,020
- Total liabilities, end of year
- $774,621
- Net assets, end of year
- $9,271,399
- Land, buildings and equipment
- $71,290
- Publicly traded securities
- $8,484,039
- Net assets without donor restrictions
- $2,570,640
- Net assets with donor restrictions
- $6,700,759
- Gross receipts
- $7,341,713
- Employees
- 5
- Volunteers
- 500
- Year formed
- 1944
- 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 December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LISA COFER | EXECUTIVE DI Officer | 40 | $109,570 |
| TERESA ANDERSON | DIRECTOR Trustee or director | 5 | $0 |
| MARK BEGRIN | DIRECTOR Trustee or director | 5 | $0 |
| BOB BENDER | DIRECTOR Trustee or director | 5 | $0 |
| CHERI BLEVINS | TREASURER Trustee or director, Officer | 5 | $0 |
| SHELLY BROWN | VICE CHAIR/S Trustee or director, Officer | 5 | $0 |
| PATRICK CASHMAN | DIRECTOR Trustee or director | 5 | $0 |
| JIM DOTY | DIRECTOR Trustee or director | 5 | $0 |
| JODY DUTCHER | DIRECTOR Trustee or director | 5 | $0 |
| CAROLYN FERRELL | DIRECTOR Trustee or director | 5 | $0 |
| DAVID GIBBS | CHAIR Trustee or director, Officer | 5 | $0 |
| DAVID HACKER | DIRECTOR Trustee or director | 5 | $0 |
| KRISTI HAULSEE | DIRECTOR Trustee or director | 5 | $0 |
| PETE HOLLER | DIRECTOR Trustee or director | 5 | $0 |
| JACOB HOLMES | DIRECTOR Trustee or director | 5 | $0 |
13 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JEROME JULIAN | DIRECTOR Trustee or director | 5 | $0 |
| RONAN KING | DIRECTOR Trustee or director | 5 | $0 |
| BRIDGET LAMIE | DIRECTOR Trustee or director | 5 | $0 |
| CHRIS LEE | DIRECTOR Trustee or director | 5 | $0 |
| JIM MAXWELL | DIRECTOR Trustee or director | 5 | $0 |
| LISA PORTER | DIRECTOR Trustee or director | 5 | $0 |
| BETH RHINEHART | DIRECTOR Trustee or director | 5 | $0 |
| BRADLEY ROBERTSON | DIRECTOR Trustee or director | 5 | $0 |
| ADAM RUST | DIRECTOR Trustee or director | 5 | $0 |
| DR DAVID SCOTT | DIRECTOR Trustee or director | 5 | $0 |
| MARTHA SMITH | DIRECTOR Trustee or director | 5 | $0 |
| DR ANNETTE TUDOR | DIRECTOR Trustee or director | 5 | $0 |
| KEVIN WYSOR | EDIRECTOR Trustee or director | 5 | $0 |
990 for the year ended December 31, 2023: 32 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LISA COFER | EXECUTIVE DI Officer | 40 | $108,840 |
| TERESA ANDERSON | DIRECTOR Trustee or director | 5 | $0 |
| MARK BEGRIN | DIRECTOR Trustee or director | 5 | $0 |
| BOB BENDER | DIRECTOR Trustee or director | 5 | $0 |
| CHERI BLEVINS | TREASURER Trustee or director, Officer | 5 | $0 |
| SHELLY BROWN | SECRETARY Trustee or director, Officer | 5 | $0 |
| DANNY CARTER | DIRECTOR Trustee or director | 5 | $0 |
| PATRICK CASHMAN | DIRECTOR Trustee or director | 5 | $0 |
| DAVID CROCKETT | DIRECTOR Trustee or director | 5 | $0 |
| JODY DUTCHER | DIRECTOR Trustee or director | 5 | $0 |
| SCOTT EMERINE | DIRECTOR Trustee or director | 5 | $0 |
| CAROLYN FERRELL | DIRECTOR Trustee or director | 5 | $0 |
| DAVID GIBBS | VICE-CHAIR Trustee or director, Officer | 5 | $0 |
| DAVID HACKER | DIRECTOR Trustee or director | 5 | $0 |
| KRISTI HAULSEE | DIRECTOR Trustee or director | 5 | $0 |
| PETE HOLLER | DIRECTOR Trustee or director | 5 | $0 |
| JACOB HOLMES | DIRECTOR Trustee or director | 5 | $0 |
| KEVIN JESSEE | DIRECTOR Trustee or director | 5 | $0 |
| JEROME JULIAN | DIRECTOR Trustee or director | 5 | $0 |
| RONAN KING | DIRECTOR Trustee or director | 5 | $0 |
| BRIDGET LAMIE | DIRECTOR Trustee or director | 5 | $0 |
| CHRIS LEE | DIRECTOR Trustee or director | 5 | $0 |
| JIM MAXWELL | DIRECTOR Trustee or director | 5 | $0 |
| LISA PORTER | DIRECTOR Trustee or director | 5 | $0 |
| BETH RHINEHART | DIRECTOR Trustee or director | 5 | $0 |
| BRADLEY ROBERTSON | DIRECTOR Trustee or director | 5 | $0 |
| ADAM RUST | DIRECTOR Trustee or director | 5 | $0 |
| DR DAVID SCOTT | DIRECTOR Trustee or director | 5 | $0 |
| CLINT SELLS | DIRECTOR Trustee or director | 5 | $0 |
| MARTHA SMITH | DIRECTOR Trustee or director | 5 | $0 |
| DR ANNETTE TUDOR | CHAIR Trustee or director, Officer | 5 | $0 |
| KEVIN WYSOR | EDIRECTOR Trustee or director | 5 | $0 |
990 for the year ended December 31, 2022: 37 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LISA COFER | EXECUTIVE DIRECTOR Key employee | 40 | $101,245 |
| MELANIE FLEENOR | DIRECTOR Trustee or director | 5 | $0 |
| LOLA MCVEY | DIRECTOR Trustee or director | 5 | $0 |
| KEITH PERRIGAN | DIRECTOR Trustee or director | 5 | $0 |
| ROBERT PEEL | DIRECTOR Trustee or director | 5 | $0 |
| KEVIN JESSEE | DIRECTOR Trustee or director | 5 | $0 |
| RONAN KING | DIRECTOR Trustee or director | 5 | $0 |
| JIM MAXWELL | DIRECTOR Trustee or director | 5 | $0 |
| CARTER MASSENGILL | DIRECTOR Trustee or director | 5 | $0 |
| CLINT SELLS | DIRECTOR Trustee or director | 5 | $0 |
| ADAM RUST | DIRECTOR Trustee or director | 5 | $0 |
| BILL SORAH | DIRECTOR Trustee or director | 5 | $0 |
| DON SHAWL | DIRECTOR Trustee or director | 5 | $0 |
| DAVID PRICE | DIRECTOR Trustee or director | 5 | $0 |
| LISA PORTER | DIRECTOR Trustee or director | 5 | $0 |
| BRADLEY ROBERTSON | DIRECTOR Trustee or director | 5 | $0 |
| BETH RHINEHART | DIRECTOR Trustee or director | 5 | $0 |
| RON CROCKETT | DIRECTOR Trustee or director | 5 | $0 |
| BRIDGET LAMIE | DIRECTOR Trustee or director | 5 | $0 |
| SCOTT EMERINE | DIRECTOR Trustee or director | 5 | $0 |
| JODY DUTCHER | DIRECTOR Trustee or director | 5 | $0 |
| PATRICK CASHMAN | DIRECTOR Trustee or director | 5 | $0 |
| TERESA ANDERSON | DIRECTOR Trustee or director | 5 | $0 |
| ERICK MAKRUSH | DIRECTOR Trustee or director | 5 | $0 |
| BOB BENDER | DIRECTOR Trustee or director | 5 | $0 |
| STEVE HAWKINS | DIRECTOR Trustee or director | 5 | $0 |
| ANNETTE TUDOR | DIRECTOR Trustee or director | 5 | $0 |
| PETE HOLLER | DIRECTOR Trustee or director | 5 | $0 |
| DAVID CROCKETT | DIRECTOR Trustee or director | 5 | $0 |
| CAROLYN FERRELL | DIRECTOR Trustee or director | 5 | $0 |
| MARGARET FEIERABEND | DIRECTOR Trustee or director | 5 | $0 |
| REV DAN GRAY | DIRECTOR Trustee or director | 5 | $0 |
| DAVID GIBBS | DIRECTOR Trustee or director | 5 | $0 |
| SHELLY BROWN | SECRETARY Trustee or director, Officer | 5 | $0 |
| CHERI BLEVINS | TREASURER Trustee or director, Officer | 5 | $0 |
| CHRIS LEE | PRESIDENT Trustee or director, Officer | 5 | $0 |
| KRISTI HAULSEE | VICE PRESIDENT Trustee or director, Officer | 5 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 696, BRISTOL, TN 37621-0696
- Principal officer (990 for 2024)
- DAVID GIBBS, 400 COMMONWEALTH AVE, BRISTOL, VA 24201
- Signed the 990
- LISA COFER, EXECUTIVE DIRECTOR
- Phone
- (423) 968-4912
- Website
- WWW.UNITEDWAYBRISTOL.ORG
- Return prepared by
- LEWIS & ASSOCIATES PC CPAS
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.
Program accomplishments
- 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.Expenses $1,006,272 · grants $662,106
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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 62-0476656
- 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
- 1981
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $10,046,020
- Income (IRS master file)
- $7,341,713
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $1,705,445 | $1,437,378 | $10,046,020 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990 | December 2023 | $1,805,214 | $1,313,313 | $9,522,472 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990 | December 2022 | $2,727,199 | $1,203,219 | $8,291,627 | XML |
| 990 | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
| 990 | December 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 62-0476656).
Questions about UNITED WAY OF BRISTOL TENN VA INC
- What is the EIN of UNITED WAY OF BRISTOL TENN VA INC?
- The employer identification number (EIN) of UNITED WAY OF BRISTOL TENN VA INC is 62-0476656.
- Is UNITED WAY OF BRISTOL TENN VA INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1981.
- Are donations to UNITED WAY OF BRISTOL TENN VA INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does UNITED WAY OF BRISTOL TENN VA INC 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 BRISTOL TENN VA INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UNITED WAY OF BRISTOL TENN VA INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of UNITED WAY OF BRISTOL TENN VA INC?
- The 990 for the year ended December 31, 2024 names DAVID GIBBS.
- Who are the officers and directors of UNITED WAY OF BRISTOL TENN VA INC?
- The 990 for the year ended December 31, 2024 lists 28 people; 1 received compensation from the organization, the highest $109,570 (LISA COFER, EXECUTIVE DI).
- How much revenue does UNITED WAY OF BRISTOL TENN VA INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $1,705,445, expenses of $1,437,378 and total assets of $10,046,020 at year end.
Other nonprofits in BRISTOL
- KINGSWAY CHARITIES INC EIN 54-1668650 · last filed 990 for 2024
- THE BILL GATTON FOUNDATION EIN 62-1266284 · last filed 990-PF for 2024
- KING UNIVERSITY EIN 58-1363100 · last filed 990 for 2025
- CHRISTIAN MEDICAL & DENTAL SOCIETY EIN 36-2284267 · last filed 990 for 2025
- HEALING HANDS HEALTH CENTER INC EIN 62-1677000 · last filed 990 for 2024
- YOUNG MENS CHRISTIAN ASSN EIN 62-0521204 · last filed 990 for 2025
- BIRTHPLACE OF COUNTRY MUSIC INC EIN 62-1580405 · last filed 990 for 2024
- SERVING ORPHANS WORLDWIDE INC EIN 04-3614613 · last filed 990 for 2024