Nonprofit · EIN 62-0548418
UNITED WAY OF THE OCOEE REGION
Tax-exempt · CLEVELAND, TN 37364
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $3,626,812 | $3,624,087 | $2,725 | $33,896,576 | $853,783 | $33,042,793 |
| December 31, 2024 | 990 | $3,015,704 | $3,694,365 | -$678,661 | $32,338,920 | $999,940 | $31,338,980 |
| December 31, 2023 | 990 | $2,829,974 | $3,696,435 | -$866,461 | $31,354,389 | $962,239 | $30,392,150 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $1,406,762
- of which government grants
- $79,016
- Program service revenue
- $118,020
- Investment income
- $2,093,055
- Net gain from sales of assets
- $1,105,185
- Net income from fundraising events
- -$23,717
- Other revenue
- $8,975
Expenses
- Grants and similar amounts paid
- $1,638,630
- Compensation of officers, directors and key employees
- $209,360
- Other salaries and wages
- $548,344
- Salaries, compensation and benefits (total)
- $953,761
- Professional fundraising fees
- $0
- Accounting fees
- $22,500
- Occupancy
- $24,301
- Travel
- $2,774
- Depreciation
- $40,132
- Program services (functional)
- $3,333,180
- Management and general (functional)
- $89,829
- Fundraising (functional)
- $201,078
Balance sheet and other
- Total assets, start of year
- $32,338,920
- Total assets, end of year
- $33,896,576
- Total liabilities, end of year
- $853,783
- Net assets, end of year
- $33,042,793
- Land, buildings and equipment
- $327,450
- Net assets without donor restrictions
- $1,239,883
- Net assets with donor restrictions
- $31,802,910
- Gross receipts
- $9,065,574
- Employees
- 14
- Volunteers
- 933
- Year formed
- 1971
- 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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| STEPHANIE LINKOUS | PRESIDENT Officer | 40 | $138,767 | $15,331 |
| JENNIFER SHEELEY | VP OF FINANCE Officer | 40 | $70,593 | $7,153 |
| MIKE GRIFFIN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BILL MARTIN | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| DR RUBI PORTER | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| BRUCE BRADFORD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DR LINDA CASH | DIRECTOR Trustee or director | 1 | $0 | $0 |
| NANCY CASSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BRENDA CHOATE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KEN DEW | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MATT JENNE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CHRIS NEWTON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DR MATTHEW TOLBERT | IMMEDIATE PAST BOARD CHAIR Trustee or director | 1 | $0 | $0 |
| ANDY WILLIAMS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ERIKA MOORE | DIRECTOR Trustee or director | 1 | $0 | $0 |
2 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CINDY SLATER | DIRECTOR Trustee or director | 1 | $0 |
| ADAM OSBORNE | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended December 31, 2024: 17 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| STEPHANIE LINKOUS | PRESIDENT Officer | 40 | $132,001 | $13,261 |
| TANYA MAZZOLINI | CFO Officer | 40 | $89,054 | $9,431 |
| MIKE GRIFFIN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BILL MARTIN | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| DR RUBI PORTER | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| BRUCE BRADFORD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DR LINDA CASH | DIRECTOR Trustee or director | 1 | $0 | $0 |
| NANCY CASSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BRENDA CHOATE | IMMEDIATE PAST BOARD CHAIR Trustee or director | 1 | $0 | $0 |
| KEN DEW | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MATT JENNE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CHRIS NEWTON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DR MATTHEW TOLBERT | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| ANDY WILLIAMS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ERIKA MOORE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CINDY SLATER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ADAM OSBORNE | DIRECTOR Trustee or director | 1 | $0 | $0 |
990 for the year ended December 31, 2023: 17 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| STEPHANIE LINKOUS | PRESIDENT Officer | 40 | $125,653 | $12,682 |
| TANYA MAZZOLINI | CFO Officer | 40 | $94,055 | $12,084 |
| MIKE GRIFFIN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BILL MARTIN | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| DR RUBI PORTER | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| BRUCE BRADFORD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DR LINDA CASH | DIRECTOR Trustee or director | 1 | $0 | $0 |
| NANCY CASSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BRENDA CHOATE | IMMEDIATE PAST BOARD CHAIR, CIT CHAIR Trustee or director | 1 | $0 | $0 |
| KEN DEW | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MATT JENNE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CHRIS NEWTON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DR MATTHEW TOLBERT | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| ANDY WILLIAMS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ERIKA MOORE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CINDY SLATER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ADAM OSBORNE | DIRECTOR Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 193, CLEVELAND, TN 37364-0193
- Principal officer (990 for 2025)
- STEPHANIE LINKOUS, PO BOX 193, CLEVELAND, TN 37364
- Signed the 990
- STEPHANIE LINKOUS, PRESIDENT
- Phone
- (423) 479-2020
- Website
- WWW.UNITEDWAYOCOEE.ORG
- Return prepared by
- JOHNSON HICKEY & MURCHISON PC
Mission
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.
Program accomplishments
- 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.Expenses $1,702,487 · grants $515,666 · revenue $150,712
- BRADLEY MEMORIAL HEALTH ENDOWMENT FUND PROVIDES FUNDING TO IMPROVE AND ENHANCE HEALTHCARE,WELLNESS AND QUALITY OF LIFE OF THE CITIZENS OF BRADLEY COUNTY, TENNESSEE.Expenses $1,630,693 · grants $1,122,964
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 | 990 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
- 62-0548418
- 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
- 1953
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T70Z)
- Assets (IRS master file)
- $33,896,576
- Income (IRS master file)
- $9,065,574
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $3,626,812 | $3,624,087 | $33,896,576 | XML |
| 990 | December 2024 | $3,015,704 | $3,694,365 | $32,338,920 | XML |
| 990 | December 2023 | $2,829,974 | $3,696,435 | $31,354,389 | XML |
| 990 | December 2022 | $3,221,901 | $4,075,054 | $29,273,950 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | 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 62-0548418).
Questions about UNITED WAY OF THE OCOEE REGION
- What is the EIN of UNITED WAY OF THE OCOEE REGION?
- The employer identification number (EIN) of UNITED WAY OF THE OCOEE REGION is 62-0548418.
- Is UNITED WAY OF THE OCOEE REGION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1953.
- Are donations to UNITED WAY OF THE OCOEE REGION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does UNITED WAY OF THE OCOEE REGION 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 THE OCOEE REGION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UNITED WAY OF THE OCOEE REGION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of UNITED WAY OF THE OCOEE REGION?
- The 990 for the year ended December 31, 2025 names STEPHANIE LINKOUS.
- Who are the officers and directors of UNITED WAY OF THE OCOEE REGION?
- The 990 for the year ended December 31, 2025 lists 17 people; 2 received compensation from the organization, the highest $138,767 (STEPHANIE LINKOUS, PRESIDENT).
- How much revenue does UNITED WAY OF THE OCOEE REGION have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $3,626,812, expenses of $3,624,087 and total assets of $33,896,576 at year end.
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All nonprofits in CLEVELAND · Tennessee · Philanthropy, voluntarism and grantmaking foundations