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Community Development : United Ways (Grantmaking)

United Way of Bristol

Live united

three stars

89.63

P.O. Box 696 315 Eighth Street
Bristol, TN 37620
tel: (423) 968-4912   Web Site
EIN: 62-0476656

Board Leadership
Carolyn Ferrell
President

CEO
Lisa Cofer
Executive Director

  Score
(out of 100)
Rating
Overall Score & Rating 89.63 three stars
  Financial 90.32 four stars
  Accountability & Transparency 89.00 three stars
This rating was published 02/01/2020 and includes data from FY2018, the most recent 990 received at that time.

The mission of the United Way of Bristol is to bring together resources to help people in our community live healthy, productive lives. Founded in 1944, United Way of Bristol brings people and resources together to advance the common good by focusing on the building blocks of a good life. Our goal is to create long-lasting changes to prevent problems before they occur.

The mission of the United Way of Bristol is to bring together resources to help people in our community live healthy, productive lives. Founded in 1944, United Way of Bristol brings people and resources together to advance the common good by focusing on the building blocks of a good life. Our goal is to create long-lasting changes to prevent problems before they occur.

Impact Information

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Financial

four stars

90.32

Accountability & Transparency

three stars

89.00

This rating was published 02/01/2020 and includes data from FY2018, the most recent 990 received at that time.
Overall Rating Chart
  Program Expenses
(Percent of the charity's total expenses spent on the programs
and services it delivers)
77.4%
  Administrative Expenses 10.5%
  Fundraising Expenses 12.0%
  Fundraising Efficiency $0.06
  Working Capital Ratio (years) 1.48
  Program Expenses Growth 2.4%
  Liabilities to Assets 21.1%
All data for Financial Performance Metrics calculations was provided by United Way of Bristol on recent 990s filed with the IRS.
All data for Financial Performance Metrics calculations was provided by United Way of Bristol on recent 990s filed with the IRS.

Highly Rated

Charity Name & State Overall Score Overall Rating
United Way of Bristol (TN) 89.63 three stars
United Way of Allen County (IN) 90.68 four stars
United Way of Calvert County (MD) 88.31 three stars
United Way of South Mississippi (MS) 85.74 three stars
North Texas Area United Way (TX) 87.38 three stars

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REVENUE  
Contributions  
   Contributions, Gifts & Grants $28,405
   Federated Campaigns $1,118,119
   Membership Dues $0
   Fundraising Events $0
   Related Organizations $0
   Government Grants $0
Total Contributions $1,146,524
   Program Service Revenue $0
Total Primary Revenue $1,146,524
   Other Revenue $122,764
TOTAL REVENUE $1,269,288
   
EXPENSES  
   Program Expenses $967,848
   Administrative Expenses $133,179
   Fundraising Expenses $147,549
TOTAL FUNCTIONAL EXPENSES $1,248,576
   
Payments to Affiliates $24,420
Excess (or Deficit) for the year $20,712
   
Net Assets $3,633,390

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
Annual Campaign $967,848 100.0%

Ratings History

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2018-12 02/01/2020 89.63 three stars
2017-12 03/01/2019 84.51 three stars
2016-12 07/01/2018 83.53 three stars
2015-12 02/01/2017 75.73 two stars
2014-12 06/01/2016 82.94 three stars
 
CN 2.0
2014-12 12/01/2015 81.60 three stars
2013-12 07/01/2015 87.65 three stars
2012-12 08/01/2014 90.92 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 62-0476656
Name in IRS Master File UNITED WAY OF BRISTOL TENN VA INC
NTEE Code [Not Provided by IRS]
NTEE Classification [Not Provided by IRS]
NTEE Type [Not Provided by IRS]
Classification Educational Organization
Subsection 501(c)(3)  (View the list of codes)
Activities (600) Community Chest, United Way, etc.
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 March, 1981
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, 2018
  • December, 2017
  • December, 2016
  • December, 2015
  • December, 2014
Compensation % of Expenses Paid to Title
$93,061 7.45% Lisa Cofer Executive Director

Highly Rated

Charity Name & State Overall Score Overall Rating
United Way of Bristol (TN) 89.63 three stars
United Way of Douglas County (KS) 91.14 four stars
United Way of Berks County (PA) 94.84 four stars
United Way of East Central Alabama (AL) 99.84 four stars
The United Way of Southwestern Pennsylvania (PA) 96.46 four stars

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Charity Contact Info

United Way of Bristol
P.O. Box 696
315 Eighth Street
Bristol, TN 37620
tel: (423) 968-4912
fax: (423) 968-7613
EIN: 62-0476656

Visit Web Site

Board Leadership

Carolyn Ferrell
President

CEO

Lisa Cofer
Executive Director

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