Nonprofit · EIN 62-6041371
UNITED WAY OF ANDERSON COUNTY INC
Tax-exempt · OAK RIDGE, TN 37831
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $4,205,869 | $630,982 | $3,574,887 | $3,592,589 | $25,884 | $3,566,705 |
| December 31, 2024 | 990 | $1,129,711 | $1,360,172 | -$230,461 | $572,161 | $593,449 | -$21,288 |
| December 31, 2023 | 990 | $1,171,515 | $1,031,363 | $140,152 | $1,193,273 | $719,540 | $473,733 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $4,159,276
- Program service revenue
- $0
- Investment income
- $9,637
- Other revenue
- $36,956
Expenses
- Grants and similar amounts paid
- $158,554
- Compensation of officers, directors and key employees
- $70,889
- Other salaries and wages
- $131,327
- Salaries, compensation and benefits (total)
- $217,939
- Professional fundraising fees
- $0
- Accounting fees
- $17,008
- Occupancy
- $49,997
- Travel
- $441
- Program services (functional)
- $456,034
- Management and general (functional)
- $93,018
- Fundraising (functional)
- $81,930
Balance sheet and other
- Total assets, start of year
- $572,161
- Total assets, end of year
- $3,592,589
- Total liabilities, end of year
- $25,884
- Net assets, end of year
- $3,566,705
- Net assets without donor restrictions
- $386,130
- Net assets with donor restrictions
- $3,180,575
- Gross receipts
- $4,224,109
- Employees
- 7
- Volunteers
- 0
- Year formed
- 1957
- 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 |
|---|---|---|---|
| ADA HERNANDEZ-BELL | EXECUTIVE DIRECTOR Officer | 40 | $70,889 |
| MEGAN HOUCHIN | PRESIDENT Trustee or director, Officer | 0 | $0 |
| STEVE VENTURA | VICE PRESIDENT/SECRETARY Trustee or director, Officer | 0 | $0 |
| LAURA STEWART | FINANCE CHAIR Trustee or director, Officer | 0 | $0 |
| ERIC SWANSON | FUND DISTRIBUTION CHAIR Trustee or director, Officer | 0 | $0 |
| TRACY BOATNER | PAST PRESIDENT Trustee or director, Officer | 0 | $0 |
| DIANA ANZ-MEADOR | BOARD MEMBER Trustee or director | 0 | $0 |
| PAM BONEE | BOARD MEMBER Trustee or director | 0 | $0 |
| DUSTIN BRUMETT | BOARD MEMBER Trustee or director | 0 | $0 |
| MARIA CATRON | BOARD MEMBER Trustee or director | 0 | $0 |
| WILL CONNER | BOARD MEMBER Trustee or director | 0 | $0 |
| MICHAEL FOSTER | BOARD MEMBER Trustee or director | 0 | $0 |
| GARY JOHNSON | BOARD MEMBER Trustee or director | 0 | $0 |
| ANN SMITH | BOARD MEMBER Trustee or director | 0 | $0 |
| JENNIFER WILLIAMS | BOARD MEMBER Trustee or director | 0 | $0 |
5 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TOM WRIGHT | BOARD MEMBER Trustee or director | 0 | $0 |
| HINDIRA DE LIMA | BOARD MEMBER Trustee or director | 0 | $0 |
| DANIEL LAWSON | BOARD MEMBER Trustee or director | 0 | $0 |
| ELLEN REEVES | BOARD MEMBER Trustee or director | 0 | $0 |
| JO BRUCE | BOARD MEMBER Trustee or director | 0 | $0 |
990 for the year ended December 31, 2024: 21 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ADA HERNANDEZ-BELL | EXECUTIVE DIRECTOR Officer | 40 | $51,148 |
| TRACY BOATNER | BOARD CHAIR Trustee or director, Officer | 0 | $0 |
| MEGHAN HOUCHIN | VICE CHAIR Trustee or director, Officer | 0 | $0 |
| LAURA STEWART | TREASURER Trustee or director, Officer | 0 | $0 |
| STEVE VENTURA | SECRETARY Trustee or director, Officer | 0 | $0 |
| RYAN OVERTON | PAST CHAIR Trustee or director | 0 | $0 |
| TOM WRIGHT | BOARD MEMBER Trustee or director | 0 | $0 |
| SONYA JOHNSON | BOARD MEMBER Trustee or director | 0 | $0 |
| PAM BONEE | BOARD MEMBER Trustee or director | 0 | $0 |
| MARIA CATRON | BOARD MEMBER Trustee or director | 0 | $0 |
| MICHAEL FOSTER | BOARD MEMBER Trustee or director | 0 | $0 |
| GARY JOHNSON | BOARD MEMBER Trustee or director | 0 | $0 |
| ADAM BULLOCK | BOARD MEMBER Trustee or director | 0 | $0 |
| DUSTIN BRUMETT | BOARD MEMBER Trustee or director | 0 | $0 |
| BRANDON HAMBRICK | BOARD MEMBER Trustee or director | 0 | $0 |
| JENNIFER WILLIAMS | BOARD MEMBER Trustee or director | 0 | $0 |
| JESSICA STOUT BROYLES | BOARD MEMBER Trustee or director | 0 | $0 |
| ERIC SWANSON | BOARD MEMBER Trustee or director | 0 | $0 |
| ANN SMITH | BOARD MEMBER Trustee or director | 0 | $0 |
| WILL CONNER | BOARD MEMBER Trustee or director | 0 | $0 |
| DIANA ANZ-MEADOR | BOARD MEMBER Trustee or director | 0 | $0 |
990 for the year ended December 31, 2023: 22 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NAOMI G ASHER | EXECUTIVE DIRECTOR Officer | 40 | $71,409 |
| RYAN OVERTON | PRESIDENT Trustee or director, Officer | 0 | $0 |
| TRACY BOATNER | VICE PRESIDENT Trustee or director, Officer | 0 | $0 |
| ANITA HAZLEWOOD | VP OF FUND DISTRIBUTION Trustee or director, Officer | 0 | $0 |
| SASHA BENJAMIN | VP OF FUND DEVELOPMENT Trustee or director, Officer | 0 | $0 |
| MICHAEL BEEHAN | SECRETARY Trustee or director, Officer | 0 | $0 |
| LAURA STEWART | TREASURER Trustee or director, Officer | 0 | $0 |
| DERRICK HAMMOND | AT LARGE Trustee or director | 0 | $0 |
| PAM BONNEE | BOARD MEMBER Trustee or director | 0 | $0 |
| BECKY CURRY | BOARD MEMBER Trustee or director | 0 | $0 |
| MEGHAN HOUCHIN | BOARD MEMBER Trustee or director | 0 | $0 |
| ROGER PETRIE | BOARD MEMBER Trustee or director | 0 | $0 |
| ADAM BULLOCK | BOARD MEMBER Trustee or director | 0 | $0 |
| MARIA CATRON | BOARD MEMBER Trustee or director | 0 | $0 |
| DUSTIN BRUMETT | BOARD MEMBER Trustee or director | 0 | $0 |
| SONYA JOHNSON | BOARD MEMBER Trustee or director | 0 | $0 |
| STEVE VENTURA | BOARD MEMBER Trustee or director | 0 | $0 |
| MARK HOLDER | BOARD MEMBER Trustee or director | 0 | $0 |
| ZACH SHEETS | BOARD MEMBER Trustee or director | 0 | $0 |
| GARFIELD ADAMS | BOARD MEMBER Trustee or director | 0 | $0 |
| MICHAEL FOSTER | BOARD MEMBER Trustee or director | 0 | $0 |
| GARY JOHNSON | BOARD MEMBER Trustee or director | 0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 4158, OAK RIDGE, TN 37831-4158
- Principal officer (990 for 2025)
- ADA HERNANDEZ-BELL, PO BOX 4158, OAK RIDGE, TN 37831
- Signed the 990
- ADA HERNANDEZ-BELL, EXECUTIVE DIRECTOR
- Phone
- (865) 483-8431
- Return prepared by
- SMITH MARION & CO
Mission
TO UNITE THE COMMUNITY AND MOBILIZE RESOURCES SO THAT EVERY CHILD, INDIVIDUAL, AND FAMILY CAN THRIVE.
Program accomplishments
- UNITED WAY'S LARGEST PROGRAM SERVICE IS DISTRIBUTING FUNDS TO VETTED COMMUNITY PARTNER AGENCIES THAT ADDRESS THE REGION'S MOST CRITICAL HEALTH, EDUCATION, AND FINANCIAL STABILITY NEEDS. THROUGH A RIGOROUS COMMUNITY INVESTMENT AND EVALUATION PROCESS, UNITED WAY ENSURES DONOR CONTRIBUTIONS ARE DIRECTED TO HIGH-IMPACT ORGANIZATIONS. IT CONTINUOUSLY ASSESSES COMMUNITY NEEDS, CONVENES CROSS-SECTOR LEADERS TO DEVELOP COLLABORATIVE STRATEGIES, AND PROVIDES DATA-DRIVEN INSIGHTS ON THE ALICE (ASSET LIMITED, INCOME CONSTRAINED, EMPLOYED) POPULATION TO INFORM DECISION-MAKING AND ADVOCACY. ADDITIONALLY, UNITED WAY STRENGTHENS THE NONPROFIT SECTOR BY CONNECTING VOLUNTEERS WITH COMMUNITY PARTNERS TO BUILD ORGANIZATIONAL CAPACITY AND BY FACILITATING MEANINGFUL CORPORATE SOCIAL RESPONSIBILITY AND EMPLOYEE ENGAGEMENT OPPORTUNITIES THAT EXPAND COMMUNITY IMPACT BEYOND FINANCIAL CONTRIBUTIONS.Expenses $456,034 · grants $158,554
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
- 62-6041371
- 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
- 1971
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $3,592,589
- Income (IRS master file)
- $4,224,109
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $4,205,869 | $630,982 | $3,592,589 | XML |
| 990 | December 2024 | $1,129,711 | $1,360,172 | $572,161 | XML |
| 990 | December 2023 | $1,171,515 | $1,031,363 | $1,193,273 | XML |
| 990 | December 2022 | $1,062,110 | $1,018,087 | $1,003,753 | 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 62-6041371).
Questions about UNITED WAY OF ANDERSON COUNTY INC
- What is the EIN of UNITED WAY OF ANDERSON COUNTY INC?
- The employer identification number (EIN) of UNITED WAY OF ANDERSON COUNTY INC is 62-6041371.
- Is UNITED WAY OF ANDERSON COUNTY INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1971.
- Are donations to UNITED WAY OF ANDERSON COUNTY INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does UNITED WAY OF ANDERSON COUNTY 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 ANDERSON COUNTY INC 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 ANDERSON COUNTY INC 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 ANDERSON COUNTY INC?
- The 990 for the year ended December 31, 2025 names ADA HERNANDEZ-BELL.
- Who are the officers and directors of UNITED WAY OF ANDERSON COUNTY INC?
- The 990 for the year ended December 31, 2025 lists 20 people; 1 received compensation from the organization, the highest $70,889 (ADA HERNANDEZ-BELL, EXECUTIVE DIRECTOR).
- How much revenue does UNITED WAY OF ANDERSON COUNTY INC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $4,205,869, expenses of $630,982 and total assets of $3,592,589 at year end.
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