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Community Development : United Ways (Grantmaking)

United Way of Blount County

Live united

four stars

98.81

1615 E. Broadway Avenue Maryville, TN 37804
tel: (865) 982-2251   Web Site
EIN: 23-7122193

Board Leadership
Adriel McCord
Chair

CEO
Jennifer Wackerhagen
President, CEO

 
 
  Score
(out of 100) 		Rating
Overall Score & Rating 98.81 four stars
  Financial 98.32 four stars
  Accountability & Transparency 100.00 four stars
This rating was published 09/01/2018 and includes data from FY2017, the most recent 990 received at that time.
Why isn't this based on more recent data?

United Way of Blount County is advancing the common good by creating opportunities for a better life for all.
We all win when a child succeeds in school, when families are financially stable and when people have good health. That's why United Way is focused on the building blocks for a better life by supporting programs that help kids succeed, strengthen and support families, promote self-sufficiency, improve people's health, and protect community well-being. Our goal is to support programs that help the most vulnerable in Blount County.

United Way of Blount County is advancing the common good by creating opportunities for a better life for all.
We all win when a child succeeds in school, when families are financially stable and when people have good health. That's why United Way is focused on the building blocks for a better life by supporting programs that help kids succeed, strengthen and support families, promote self-sufficiency, improve people's health, and protect community well-being. Our goal is to support programs that help the most vulnerable in Blount County.

Results Information

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Financial

four stars

98.32

Accountability & Transparency

four stars

100.00

This rating was published 09/01/2018 and includes data from FY2017, the most recent 990 received at that time.
Why isn't this based on more recent data?
Overall Rating Chart
  Program Expenses
(Percent of the charity's total expenses spent on the programs
and services it delivers)		 87.3%
  Administrative Expenses 4.2%
  Fundraising Expenses 8.4%
  Fundraising Efficiency $0.08
  Working Capital Ratio (years) 2.21
  Program Expenses Growth 0.3%
  Liabilities to Assets 0.3%
All data for Financial Performance Metrics calculations was provided by United Way of Blount County on recent 990s filed with the IRS.
All data for Financial Performance Metrics calculations was provided by United Way of Blount County on recent 990s filed with the IRS.
Information Provided on the Form 990  
  Independent Voting Board Members
  No Material diversion of assets
  Audited financials prepared by independent accountant
  Does Not Provide Loan(s) to or Receive Loan(s) From related parties
  Documents Board Meeting Minutes
  Provided copy of Form 990 to organization's governing body in advance of filing
  Conflict of Interest Policy
  Whistleblower Policy
  Records Retention and Destruction Policy
  CEO listed with salary
  Process for determining CEO compensation
  Board Listed / Board Members Not Compensated
Is the following information easily accessible on the charity's website?  
  Donor Privacy Policy
  Board Members Listed
  Audited Financials
  Form 990
  Key staff listed

Highly Rated

Charity Name & State Overall Score Overall Rating
United Way of Blount County (TN) 98.81 four stars
United Way of Midland County (MI) 89.50 three stars
United Way of Tarrant County (TX) 89.78 three stars
United Way of the National Capital Area (VA) 90.07 four stars
United Way of Monongalia and Preston Counties (WV) 88.52 three stars

Compare These Charities (Highly Rated)

REVENUE  
Contributions  
   Contributions, Gifts & Grants $1,878,187
   Federated Campaigns $0
   Membership Dues $0
   Fundraising Events $86,244
   Related Organizations $0
   Government Grants $0
Total Contributions $1,964,431
   Program Service Revenue $410
Total Primary Revenue $1,964,841
   Other Revenue $29,436
TOTAL REVENUE $1,994,277
   
EXPENSES  
   Program Expenses $1,748,982
   Administrative Expenses $75,459
   Fundraising Expenses $162,306
TOTAL FUNCTIONAL EXPENSES $1,986,747
   
Payments to Affiliates $0
Excess (or Deficit) for the year $7,530
   
Net Assets $4,355,343

Program names and associated costs are listed for the top programs as reported on the charity's most recently filed Form 990. The top programs displayed will include the largest three programs, or those programs covering at least 60% of the charity's total expenses, whichever comes first.

Program Name Amount Spent % of Program Expenses
Grants $1,579,191 90.3%
Donor Designations $169,791 9.7%

Ratings History
United Way of Blount County has received 5 consecutive 4-star ratings from Charity Navigator.

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2017-12 09/01/2018 98.81 four stars
2016-12 12/22/2017 94.13 four stars
2015-12 02/01/2017 92.92 four stars
2014-12 06/01/2016 96.30 four stars
 
CN 2.0
2014-12 12/01/2015 90.49 four stars
2014-12 11/01/2015 90.08 four stars
2013-12 11/01/2014 93.04 four stars
2012-12 11/01/2013 89.83 three stars
2011-12 09/01/2012 90.40 four stars

The data displayed on this tab is provided by the IRS in the form of Publication 78 and the Business Master File (BMF).

EIN 23-7122193
Name in IRS Master File UNITED WAY OF BLOUNT COUNTY
NTEE Code T70
NTEE Classification Fund Raising Organizations That Cross Categories
NTEE Type Philanthropy, Voluntarism and Grantmaking Foundations
Classification Charitable Organization
Subsection 501(c)(3)  (View the list of codes)
Activities (600) Community Chest, United Way, etc.
(927) Fundraising
(602) Gifts, grants, or loans to other organizations
Foundation Status Organization which receives a substantial part of its support from a governmental unit or the general public   170(b)(1)(A)(vi)
Deductibility Contributions are deductible
Affiliation Independent - the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Group Name [Not Applicable]
Ruling Date August, 1971
Filing Requirement 990 (all other) or 990EZ return
Fiscal Year End December
IRS Forms 990
(provided courtesy of Foundation Center)		 (Log In or Register Now to View Forms 990!)
  • December, 2017
  • December, 2016
  • December, 2015
  • December, 2014
  • December, 2013

The data displayed in this profile is provided by the IRS for free in the form of Publication 78 and the Business Master File (BMF).

Compensation % of Expenses Paid to Title
$88,313 4.44% Jennifer Wackerhagen President & CEO

Highly Rated

Charity Name & State Overall Score Overall Rating
United Way of Blount County (TN) 98.81 four stars
United Way of Miami-Dade (FL) 90.46 four stars
United Way of Laramie County (WY) 85.55 three stars
United Way of Metropolitan Nashville (TN) 88.98 three stars
The United Way of Okaloosa & Walton Counties (FL) 90.83 four stars

Compare These Charities (Highly Rated)

This charity has an official representative registered with Charity Navigator.

Charity Contact Info

United Way of Blount County
1615 E. Broadway Avenue
Maryville, TN 37804
tel: (865) 982-2251
fax: (865) 981-4084
EIN: 23-7122193

Visit Web Site

Board Leadership

Adriel McCord
Chair

CEO

Jennifer Wackerhagen
President, CEO

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