United Way of Blount County
Nonprofit profile at a glance
- EIN
- 237122193
- IRS 990 coverage
- 2012–2024
- Forms available
- Form 990 2024
- Location
- Maryville, TN, USA
- Phone
- 8659822251
- Rating
- 88
- Verdict
- STRONG
- Rating confidence
- Moderate
- Sector
- Federated Giving Programs
Reported finances
- Revenue
- $2,409,873
- Expenses
- $2,458,483
- Assets
- $4,222,886
- Liabilities
- $208,566
Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
26 people listed
Executive titles in this filing
- JENNIFER WACKERHAGEN (PRESIDENT &)
Highest reported compensation
- JENNIFER WACKERHAGEN (PRESIDENT &): $109,693 total reported compensation
- ALYSSA IKNER (FINANCIAL OF): $58,274 total reported compensation
Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Uniting people and resources to build a stronger, healthier, and more accessible community for the benefit of all.
What it reported doing in 2024
The united way of blount county provides financial resources to nonprofit community partners that serve the most vulnerable populations in blount county, Tennessee. Our funding is directed toward programs that focus on three key areas: health, education, and selfsufficiency. In the area of health, we invest in initiatives that improve access to healthcare, support mental health services, and promote prevention and treatment programs. Our education funding emphasizes family support and training, as well as job skills development and adult education opportunities. For self-sufficiency, we prioritize programs that address basic needs, offer crisis and disaster assistance, and provide housing and transportation support. Through these targeted efforts, we aim to strengthen the well-being and resilience of our community. United way also provides technical assistance to other nonprofit organizations, supporting them in the areas of business management, outcome evaluation, asset building, resource and referral services, grant writing, marketing, and fund development. In addition to these services, we oversee internal initiatives that align with our core focus areas.
Operating model
- Revenue model
- Donor-supported. 96% of the money available for current operations came from contributions and gifts.
- Distribution model
- Grant intermediary. The nonprofit sent 79% of its reported program spending out as grants.
The verdict
STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Fundraising costs are high for each dollar raised and expenses are high relative to revenue.
Rating breakdown
- Financial Efficiency: 82
- Transparency & Controls: 94
- Accountability: 100
- Sustainability: 43
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 87.9%; rating input score 88
- Program expense ratio: 86%; rating input score 86
- Fundraising efficiency: $12.17 raised per $1 spent on fundraising; rating input score 44; 44th percentile among comparable filings
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
- Pay-setting controls: Limited
- Foreign activity oversight: Limited
- Grant itemization coverage: 99.7%; rating input score 100; 40th percentile among comparable filings
- Major donor itemization: Yes; rating input score 100
- Related-party transparency: Limited
Accountability
- Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
- Governance controls: 9 of 9 controls in place; rating input score 100
- Conflict-of-interest policy: Pass
- Whistleblower policy: Pass
- Document-retention policy: Pass
- CEO compensation review process: Pass
- Other executive compensation review process: Pass
- Form 990 shared with the board: Pass
- Board meeting minutes documented: Pass
- Audit committee oversight: Pass
- Independent financial-statement audit: Pass
Sustainability
- Operating margin: -2%; rating input score 27; 27th percentile among comparable filings
- Total-asset coverage ratio: 1.72; rating input score 57; 57th percentile among comparable filings
- Liabilities to assets ratio: 0.05; rating input score 70; 70th percentile among comparable filings
- Officer compensation ratio: 6.8%; rating input score 42; 42nd percentile among comparable filings
Growth
- Program expense growth: 2.1% per year; rating input score 100; 23rd percentile among comparable filings
- Revenue growth: 1.2% per year; rating input score 100; 16th percentile among comparable filings
- Asset growth: 0.4% per year; rating input score 100; 13th percentile among comparable filings
Details
- Where the money goes: 87.9% of revenue deployed · 86% of spending went to programs
- Governance: 23 of 23 board members independent · 9 of 9 filing controls reported
- Programs: 2 filed program accomplishments · $2.1M in reported program spending
- Leadership: top reported pay $110K · 26 people listed
- Consistency: 33 of 33 current checks pass
- Schedules: 6 filed schedules · includes major donors and grants
- Filing history: 12 filing years from 2012 to 2024
- Contacts: How to reach this organization
- Money network: 29 filed money-flow records
- Related organizations: 26 filed related-organization links
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
- Staff and benefit plans: Retirement and health plans the organization files with the Department of Labor, and the people in them.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- Moderate — Financial Efficiency: Fundraising efficiency scored 44/100.
- High — Sustainability: Operating margin scored 27/100.
- Review — Sustainability: Total-asset coverage ratio scored 57/100.
- Moderate — Sustainability: Officer compensation ratio scored 42/100.