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Community Development : United Ways (Grantmaking)

United Way of Blount County

Live united

four stars

92.92

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

Board Leadership
Jonathan Barker
Chair

CEO
Jennifer Wackerhagen
President, CEO

 
 
  Score
(out of 100)		 Rating
Overall Score & Rating 92.92 four stars
  Financial 90.00 four stars
  Accountability & Transparency 100.00 four stars
This rating was published 02/01/2017 and includes data from FY2015, the most recent 990 received at that time.
Why isn't this based on more recent data?

Learn more about how we calculate the overall score and rating.

Financial

four stars

90.00

Accountability & Transparency

four stars

100.00

This rating was published 02/01/2017 and includes data from FY2015, 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)		 87.1%
  Administrative Expenses 4.5%
  Fundraising Expenses 8.3%
  Fundraising Efficiency $0.08
  Working Capital Ratio (years) 2.18
  Program Expenses Growth -0.3%
  Liabilities to Assets 0.2%
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) 92.92 four stars
United Way of Racine County (WI) 86.01 three stars
United Way of Kosciusko County (IN) 89.50 three stars
The United Way of Youngstown and the Mahoning Valley (OH) 94.37 four stars
United Way of Central Indiana (IN) 94.21 four stars

Compare These Charities (Highly Rated)

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.

REVENUE  
Contributions  
   Contributions, Gifts & Grants $1,843,447
   Federated Campaigns $0
   Membership Dues $0
   Fundraising Events $0
   Related Organizations $0
   Government Grants $0
Total Contributions $1,843,447
   Program Service Revenue $0
Total Primary Revenue $1,843,447
   Other Revenue $176,403
TOTAL REVENUE $2,019,850
   
EXPENSES  
   Program Expenses $1,683,570
   Administrative Expenses $94,661
   Fundraising Expenses $174,153
TOTAL FUNCTIONAL EXPENSES $1,952,384
   
Payments to Affiliates $0
Excess (or Deficit) for the year $67,466
   
Net Assets $4,215,377

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 $1,666,815 99.0%

Ratings History
United Way of Blount County has received 3 consecutive 4-star ratings from Charity Navigator.

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
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, 2015
  • December, 2014
  • December, 2013
  • December, 2012
  • December, 2011

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).

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Compensation % of Expenses Paid to Title
$79,000 4.04% Jennifer Wackerhagen President & CEO

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.

Highly Rated

Charity Name & State Overall Score Overall Rating
United Way of Blount County (TN) 92.92 four stars
United Way of Greater Knoxville (TN) 93.61 four stars
Tulsa Area United Way (OK) 89.30 three stars
United Way of York County, Maine (ME) 92.44 four stars
United Way of Northern Nevada and the Sierra (NV) 85.86 three 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

Jonathan Barker
Chair

CEO

Jennifer Wackerhagen
President, CEO

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