Form990
Click to see attachment
Department of the TreasuryInternal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
MediumBullet Do not enter social security numbers on this form as it may be made public.
MediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2018
Open to Public Inspection
A For the 2019 calendar year, or tax year beginning 01-01-2018 , and ending 12-31-2018
BCheck if applicable:
CName of organization
UNITED WAY OF MIDDLE TENNESSEE INC
 
 
Doing business as
UNITED WAY OF METROPOLITAN NASHVILLE
 
Number and street (or P.O. box if mail is not delivered to street address)
250 VENTURE CIRCLE
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NASHVILLE, TN37228
D Employer identification number

62-0533104
E Telephone number

G Gross receipts $ 34,133,914
F Name and address of principal officer:
SUMMOR PENNINGTON
250 VENTURE CIRCLE
NASHVILLE,TN37228
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.UNITEDWAYNASHVILLE.ORG
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:  
L Year of formation: 1954
M State of legal domicile: TN
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: UWMN UNITES THE COMMUNITY AND MOBILIZES RESOURCES SO THAT EVERY CHILD, INDIVIDUAL AND FAMILY THRIVES
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 42
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 42
5 Total number of individuals employed in calendar year 2018 (Part V, line 2a) ...... 5 74
6 Total number of volunteers (estimate if necessary) ............. 6 3,950
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 12,000
b Net unrelated business taxable income from Form 990-T, line 34 ......... 7b 11,000
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 24,272,817 24,702,846
9 Program service revenue (Part VIII, line 2g) ......... 452,174 429,392
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 1,476,552 831,958
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 28,307 -159,252
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 26,229,850 25,804,944
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 17,762,307 18,496,213
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 4,303,759 4,239,112
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet1,646,076    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 1,985,865 2,146,233
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 24,051,931 24,881,558
19 Revenue less expenses. Subtract line 18 from line 12....... 2,177,919 923,386
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 33,218,339 32,076,934
21 Total liabilities (Part X, line 26)............. 8,274,339 7,861,764
22 Net assets or fund balances. Subtract line 21 from line 20..... 24,944,000 24,215,170
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name MediumBullet

Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ..........
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y Form 990 (2018)
Form 990 (2018)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III..............
1
Briefly describe the organization’s mission: UNITED WAY OF METROPOLITAN NASHVILLE UNITES THE COMMUNITY AND MOBILIZES RESOURCES SO THAT EVERY CHILD, INDIVIDUAL, AND FAMILY THRIVES.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? .....................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program
services? ...........................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 6,807,291 including grants of $ 6,251,214 ) (Revenue $   )
THE OUTCOME BASED INVESTMENTS PROGRAM PROVIDES FUNDING SUPPORT TO 143 COMMUNITY BASED PROGRAMS IN 64 NONPROFIT AGENCIES IN DAVISON COUNTY, TN. THESE PROGRAMS SERVE OVER 116,000 LOW INCOME, VULNERABLE CHILDREN AND ADULTS BY PROVIDING MEASURABLE CHANGES IN BEHAVIOR OR CONDITION IN THREE FOCUS AREAS- EDUCATION, FINANCIAL STABILITY AND HEALTH. HIGHLIGHTS OF PROGRAM OUTCOMES IN THESE AREAS ARE: EDUCATION - 97% OF PRE-K CHILDREN ENROLLED IN THE READ TO SUCCEED EARLY LITERACY PROGRAM ASSESSED KINDERGARTEN READY. FINANCIAL STABILITY- 14,300 FAMILIES BENEFITTED FROM FREE TAX PREPARATION AND RECEIVED MORE THAN $18 MILLION IN TAX REFUNDS AND EITC CREDITS. HEALTH - MORE THAN 6,400 INDIVIDUALS IMPROVED PHYSICAL OR MENTAL HEALTH THROUGH PHYSICAL ACTIVITY, CASE MANAGEMENT, OR CHRONIC DISEASE SELF-MANAGEMENT.
4b (Code:   ) (Expenses $ 6,526,353 including grants of $ 5,682,945 ) (Revenue $   )
UNITED WAY ADMINISTERS TWO FEDERAL GRANTS AWARDED TO STATE AND LOCAL HEALTH DEPARTMENTS THROUGH THE HEALTH RESOURCES AND SERVICES ADMINISTRATION (HRSA) AND THE CENTER FOR DISEASE CONTROL (CDC) THAT ARE FOCUSED ON HIV CARE AND PREVENTION. THE RYAN WHITE/CARE GRANTS FOCUSES ON PROVIDING CORE MEDICAL (MEDICAL CASE MANAGEMENT, MENTAL HEALTH, SUBSTANCE ABUSE, ORAL HEALTH CARE, ETC.) AND SUPPORT SERVICES (NON-MEDICAL CASE MANAGEMENT, FOOD BANK/HOME-DELIVERED MEALS, TRANSPORTATION, ETC.) TO INDIVIDUALS LIVING IN 92 OF THE 95 COUNTIES IN TENNESSEE. OVER 2,500 ARE SERVED ANNUALLY. THE CDC/HIV PREVENTION GRANT FOCUSES ON PROVIDING PREVENTION AND EDUCATION SERVICES TO TARGET POPULATIONS AT HIGH RISK FOR HIV/LIVING WITH HIV. OVER 700 INDIVIDUALS ARE REACHED THROUGH SPECIFIC PREVENTION INTERVENTIONS DESIGNED FOR THE TARGET POPULATIONS.
4c (Code:   ) (Expenses $ 3,787,984 including grants of $ 3,787,984 ) (Revenue $ 429,392 )
DURING THE ANNUAL UNITED WAY CAMPAIGN, SOME DONORS CHOOSE TO DIRECTLY DESIGNATE SOME PORTION OF THEIR GIFT TO A SPECIFIC NON-PROFIT AGENCY OR UNITED WAY IN ANOTHER COMMUNITY. DESIGNATED GIFTS ARE AGGREGATED AND ARE THEN PAID TO THE AGENCIES OR ORGANIZATIONS AS THEY ARE COLLECTED, SUBJECT ONLY TO A MODEST ADMINISTRATIVE FEE TO HELP SUPPORT THE COST OF THE UNITED WAY CAMPAIGN. THE DESIGNATED GIFTS ARE DISTRIBUTED TO THE RECIPIENT AGENCIES WITHOUT RESTRICTION, FOR USE AS DETERMINED BY THE AGENCY. TO BE ELIGIBLE FOR DESIGNATED GIFTS, AGENCIES MUST BE TAX EXEMPT UNDER SECTION 5013, HAVE A HEALTH AND HUMAN SERVICES FOCUS, AND HAVE A PRESENCE IN THE MIDDLE TENNESSEE COMMUNITY.
(Code:   ) (Expenses $ 792,338 including grants of $ 91,857 ) (Revenue $   )
THE NASHVILLE ALLIANCE FOR FINANCIAL INDEPENDENCE (NAFI) IS COALITION OF PROFESSIONALS HELPING WORKING INDIVIDUALS AND FAMILIES BUILD ASSETS FOR LONG-LASTING FINANCIAL INDEPENDENCE. NAFI PROVIDES PROFESSIONAL DEVELOPMENT TO MORE THAN 50 LOCAL NONPROFITS ON TOPICS RELATED TO FINANCES AND CONVENES MULTI-SECTOR PARTNERS TO EFFECTIVELY PROBLEM SOLVE TO CHANGE COMMUNITY CONDITIONS. FREE FEDERAL INCOME TAX PREPARATION IS OFFERED THROUGH VOLUNTEER INCOME TAX ASSISTANCE (VITA) SITES SPECIFICALLY AIMED AT HOUSEHOLDS EARNING $66,000 OR LESS. THIS SERVICE ENSURES FILERS CLAIM ALL THEIR ELIGIBLE CREDITS. IN 2018, VITA SITES HELPED 14,300 FAMILIES COLLECT OVER $18 MILLION IN TOTAL FEDERAL REFUNDS AND SAVE MORE THAN $3.89 MILLION IN FILING FEES. IN PARTNERSHIP WITH THE MAYOR'S OFFICE, UWMN OPERATES THE CITY'S FINANCIAL EMPOWERMENT CENTERS (FECS), AN INITIATIVE AIMED AT REDUCING DEBT, INCREASING SAVINGS AND PROVIDING FINANCIAL LITERACY TO THE COMMUNITY. CENTERS PROVIDE FREE ONE-ON-ONE FINANCIAL COUNSELING AND TEACH CLIENTS HOW TO OPEN SAFE AND AFFORDABLE BANK ACCOUNTS, ESTABLISH AND INCREASE CREDIT SCORES, REDUCE DEBT AND INCREASE SAVINGS. COMMON GOALS AND METRICS WERE ESTABLISHED IN PARTNERSHIP WITH THE MAYOR'S OFFICE AND SUSTAINABILITY FOR THE WORK HAS CONTINUED THROUGH CITY AND UNITED WAY OPERATING A COST SHARE MODEL. SINCE INCEPTION, THE FECS HAVE ASSISTED MORE THAN 7,200 CLIENTS ELIMINATE DEBT OF NEARLY $8 MILLION, INCREASE SAVINGS OVER $1MILLION, INCREASE THEIR CREDIT SCORES AND ENGAGE IN A TRADITIONAL AND SAFE BANKING RELATIONSHIP, ULTIMATELY RESULTING IN FINANCIAL INDEPENDENCE.
(Code:   ) (Expenses $ 608,702 including grants of $ 451,243 ) (Revenue $   )
PEOPLE WHO NEED HELP, BUT DON'T KNOW WHERE TO START CAN CALL THE 2-1-1 COMMUNITY SERVICES HELP LINE TO SPEAK WITH A COMMUNITY RESOURCE SPECIALIST WITH ACCESS TO A COMPREHENSIVE DATABASE OF RESOURCES ACROSS OUR 42-COUNTY SERVICE AREA. THE 2-1-1 HOTLINE HAS TAKEN MORE THAN 1.5 MILLION CONTACTS SINCE 2004. TOP NEEDS FREQUENTLY IDENTIFIED ARE FOOD, UTILITIES, RENT PAYMENT ASSISTANCE, AND TAX PREPARATION SITE INFORMATION. 2-1-1 ALSO SERVES AS THE ENTRY POINT FOR PEOPLE LOOKING FOR FREE TAX PREPARATION SERVICES THROUGH THE NASHVILLE ALLIANCE FOR FINANCIAL INDEPENDENCE AND VOLUNTEER INCOME TAX ASSISTANCE SITES.
(Code:   ) (Expenses $ 1,140,337 including grants of $ 1,036,313 ) (Revenue $   )
EFFECTIVE JUNE 1, 2013, UNITED WAY OF METROPOLITAN NASHVILLE PARTNERED WITH THE GOVERNOR'S BOOKS FROM BIRTH FOUNDATION TO LEAD DOLLY PARTON'S IMAGINATION LIBRARY PROGRAM IN DAVIDSON, WILLIAMSON AND SUMNER COUNTIES. THIS PROGRAM DISTRIBUTES ONE HIGH QUALITY AND AGE-APPROPRIATE BOOK EACH MONTH TO CHILDREN FROM BIRTH TO AGE FIVE, AT NO COST TO THEIR FAMILIES, REGARDLESS OF INCOME. WITH THE IMAGINATION LIBRARY COMPLEMENTING THE UNITED WAY READ TO SUCCEED PROGRAM, WE WILL BE ABLE TO DISPLAY A CLEAR PATH TO LITERACY FOR CHILDREN BEGINNING AT BIRTH. IN 2018, UNITED WAY OF METROPOLITAN NASHVILLE DISTRIBUTED OVER 508,000 BOOKS TO CHILDREN IN THE THREE-COUNTY COVERAGE AREA.
(Code:   ) (Expenses $ 213,817 including grants of $ 61,128 ) (Revenue $   )
READ TO SUCCEED IS A PRE-K LITERACY INITIATIVE IN CHILDCARE CENTERS SERVING VULNERABLE POPULATIONS. ITS GOAL IS TO PREPARE AT-RISK, LOW-INCOME CHILDREN TO BE SUCCESSFUL IN SCHOOL. THROUGH DONOR FUNDING, UNITED WAY IS SERVING OVER 400 OF NASHVILLE'S MOST AT-RISK PRESCHOOL CHILDREN IN AN OUTSTANDING, QUALITY PRESCHOOL EXPERIENCE. BEFORE THE START OF THIS PROGRAM, ONLY 33% OF THE FOUR-YEAR-OLDS IN THESE CENTERS TESTED AT AVERAGE OR HIGHER ON KINDERGARTEN READINESS ASSESSMENTS. IN THE SPRING OF 2018, 97% OF THE FOUR-YEAR-OLDS ENROLLED IN READ TO SUCCEED PROGRAMS WERE ASSESSED WITH THE LITERACY AND KINDERGARTEN READINESS SKILLS NEEDED TO ENTER SCHOOL FOR SUCCESS. READ TO SUCCEED HAS ENJOYED A SUCCESS RATE OF 94% OR HIGHER SINCE 2007.
(Code:   ) (Expenses $ 487,485 including grants of $ 389,488 ) (Revenue $   )
THE MAJORITY OF PROGRAM ASSISTANCE INCLUDED HERE IS ONE-TIME GIFTS OF BASIC NEEDS ITEMS, BOOKS, SCHOOL SUPPLIES, INFANT CARE ITEMS, ETC. TO PARTNER AGENCIES OF UNITED WAY OF MIDDLE TENNESSEE. DURING OUR QUARTERLY DAYS OF ACTION, BOTH MONETARY CONTRIBUTIONS AND IN-KIND ITEMS ARE COLLECTED FOR THE SPECIFIC PURPOSE OF HIGHLIGHTING ONE OF OUR IMPACT AREAS (EDUCATION, FINANCIAL STABILITY, OR HEALTH). VOLUNTEERS JOIN IN THE EFFORTS TO RAISE MONEY, SUPPLIES, AND AWARENESS FOR THOSE PARTNER AGENCIES SERVING THE COMMUNITY IN THAT SPECIFIC IMPACT AREA. THE PROCEEDS, IN THE FORM OF IN-KIND ITEMS, ARE THEN DISTRIBUTED DIRECTLY TO THOSE AGENCIES.
(Code:   ) (Expenses $ 1,451,462 including grants of $ 744,041 ) (Revenue $   )
INCLUDED HERE ARE MULTIPLE PROGRAMS RELATED TO THE HEALTH OF THE FAMILIES WE SERVE IN THE MOST VULNERABLE NEIGHBORHOODS, INCLUDING BOTH THE 2 GEN FOR TN AND RAPID REHOUSING GRANTS THROUGH THE DEPARTMENT OF HUMAN SERVICES FOCUSED ON FAMILY EMPOWERMENT, AND EXPENDITURES ASSOCIATED WITH OUR UNITED WAY FAMILY RESOURCE CENTERS. THE 2 GEN FOR TN GRANT WORKS WITH BOTH THE CHILDREN AND PARENTS WITHIN A FAMILY, FOCUSING ON EMPOWERMENT THROUGH ALL THREE OF OUR PILLARS: EDUCATION, FINANCIAL STABILITY AND HEALTH. THE RAPID REHOUSING GRANT FOCUSES ON STABLE HOUSING FOR INDIVIDUALS.
4d Other program services (Describe in Schedule O.)
(Expenses $ 4,694,141 including grants of $ 2,774,070 ) (Revenue $   )
4e Total program service expensesMediumBullet21,815,769
Form 990 (2018)
Form 990 (2018)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule AClick to see attachment.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? Click to see attachment...
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part I.............
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part II..............
4
 
No
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If "Yes," complete Schedule C, Part III.................
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part IClick to see attachment..................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part IIClick to see attachment...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes," complete Schedule D, Part IIIClick to see attachment.............
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IVClick to see attachment..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? If "Yes," complete Schedule D, Part VClick to see attachment......
10
Yes
 
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10?
If "Yes," complete Schedule D, Part VI.Click to see attachment...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIClick to see attachment.......
11b
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIIClick to see attachment.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IXClick to see attachment............
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part XClick to see attachment
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year?
If "Yes," complete Schedule D, Parts XI and XII Click to see attachment.................
12a
Yes
 
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
12b
 
No
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States? .....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........
14b
 
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV.....
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I(see instructions) ....
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.....Click to see attachment
21
Yes
 
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........Click to see attachment
22
 
No
Form 990 (2018)
Form 990 (2018)
Page 4
Part IV
Checklist of Required Schedules (continued)
Yes
No
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a...............
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds? ...............
24c
 
 
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I............
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I...................
25b
 
No
26
Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons? If "Yes," complete Schedule L, Part II................
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part III.........
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L,
Part IV........................
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV.....................
28b
 
No
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner? If "Yes," complete Schedule L, Part IV...
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..Click to see attachment
29
Yes
 
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M .............Click to see attachment
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I.
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II...........
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I........
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1.........................
34
 
No
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
 
No
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2 ...
35b
 
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2.............
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VI
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V...........
Yes
No
1a
Enter the number reported in Box 3 of Form 1096 Enter -0- if not applicable ..
1a
60
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
Form 990 (2018)
Form 990 (2018)
Page 5
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
74
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
Yes
 
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
Yes
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? ..
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? ..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions? ...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? ......................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? ....................
7a
Yes
 
b
If "Yes," did the organization notify the donor of the value of the goods or services provided? .....
7b
Yes
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? .........................
7c
 
No
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? ......................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? ..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds.
Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? .........................
8
 
 
9a
Did the sponsoring organization make any taxable distributions under section 4966?...
9a
 
 
b
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
15
Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? If "Yes," see instructions and file Form 4720, Schedule N .....
15
 
No
16
Is the organization an educational institution subject to the section 4968 excise tax on net investment income?
If "Yes," complete Form 4720, Schedule O ................
16
 
No
Form 990 (2018)
Form 990 (2018)
Page 6
Part VI
Governance, Management, and Disclosure For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year
1a
42
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent
1b
42
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
 
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? .
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
 
No
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
 
No
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .......................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe in Schedule O how this was done...................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
TN
18
Section 6104 requires an organization to make its Form 1023 (or 1024-A if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, address, and telephone number of the person who possesses the organization's books and records:
MediumBulletSUMMOR PENNINGTON CFO250 VENTURE CIRCLE   NASHVILLE,TN37228 (615) 255-8501
Form 990 (2018)
Form 990 (2018)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and Title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) DON ABEL......................................................................
TRUSTEE
 2.00
.................
  		X           0 0 0
(2) JANET AYERS......................................................................
TRUSTEE
 2.00
.................
  		X           0 0 0
(3) JAMES BEARDEN......................................................................
SECRETARY-TRUSTEE
 4.00
.................
  		X   X       0 0 0
(4) SCOTT BECKER......................................................................
TRUSTEE
 2.00
.................
  		X           0 0 0
(5) CATHY STEWART BROWN......................................................................
TRUSTEE
 2.00
.................
  		X           0 0 0
(6) WILLIAM F CARPENTER III......................................................................
TRUSTEE
 2.00
.................
  		X           0 0 0
(7) DON COCHRON......................................................................
EX OFFICIO TRUSTEE
 2.00
.................
  		X           0 0 0
(8) CHARLIE COOK......................................................................
TRUSTEE
 2.00
.................
  		X           0 0 0
(9) JOHN CROSSLIN......................................................................
TRUSTEE
 2.00
.................
  		X           0 0 0
(10) HONORABLE KARL DEAN......................................................................
TRUSTEE
 2.00
.................
  		X           0 0 0
(11) ROBERT DENNIS......................................................................
BOARD SUCCESSION CHAIR-TRUSTEE
 4.00
.................
  		X   X       0 0 0
(12) SAM DEVANE......................................................................
CAMPAIGN CHAIR-TRUSTEE
 2.00
.................
  		X           0 0 0
(13) ROBERT DITTUS......................................................................
COMMUNITY IMPACT CO-CHAIR- TRUSTEE
 4.00
.................
  		X   X       0 0 0
(14) MARGARET O DOLAN......................................................................
EXECUTIVE COMMITTEE-AT LARGE MEMBER
 4.00
.................
  		X   X       0 0 0
(15) DAVID FREEMAN......................................................................
TRUSTEE
 2.00
.................
  		X           0 0 0
(16) HON ALBERTO R GONZALES......................................................................
TRUSTEE
 2.00
.................
  		X           0 0 0
(17) TONY HEARD......................................................................
TRUSTEE
 2.00
.................
  		X           0 0 0
Form 990 (2018)
Form 990 (2018)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) KATE HERMAN........................................................................
TRUSTEE
 2.00
.......................   		X           0 0 0
(19) DAMON HININGER........................................................................
TRUSTEE
 2.00
.......................   		X           0 0 0
(20) LAURA HOLLINGSWORTH........................................................................
TRUSTEE
 2.00
.......................   		X           0 0 0
(21) LEE ANN INGRAM........................................................................
TRUSTEE
 2.00
.......................   		X           0 0 0
(22) R MILTON JOHNSON........................................................................
TRUSTEE
 2.00
.......................   		X           0 0 0
(23) JENNEEN KAUFMAN........................................................................
TREASURER-TRUSTEE
 4.00
.......................   		X   X       0 0 0
(24) GORDON KNAPP........................................................................
VICE CHAIR-TRUSTEE
 4.00
.......................   		X   X       0 0 0
(25) WILLIAM C KOCH JR........................................................................
TRUSTEE
 2.00
.......................   		X           0 0 0
(26) L RANDOLPH LOWRY III........................................................................
TRUSTEE
 2.00
.......................   		X           0 0 0
(27) MICKEY MCKAY........................................................................
TRUSTEE
 2.00
.......................   		X           0 0 0
(28) ROB MCNEILLY........................................................................
TRUSTEE
 2.00
.......................   		X           0 0 0
(29) SCOTT MCWILLIAMS........................................................................
TRUSTEE
 2.00
.......................   		X           0 0 0
(30) JOELLE PHILLIPS........................................................................
TRUSTEE
 2.00
.......................   		X           0 0 0
(31) BEN L RECHTER........................................................................
TRUSTEE
 2.00
.......................   		X           0 0 0
(32) RONALD ROBERTS........................................................................
TRUSTEE
 2.00
.......................   		X           0 0 0
(33) HEATHER ROHAN........................................................................
TRUSTEE
 2.00
.......................   		X           0 0 0
(34) ANNE RUSSELL........................................................................
TRUSTEE
 2.00
.......................   		X           0 0 0
(35) MIKE SCHATZLEIN........................................................................
IMMEDIATE PAST BOARD CHAIR-TRUSTEE
 4.00
.......................   		X   X       0 0 0
(36) JIM SCHMITZ........................................................................
BOARD CHAIR-TRUSTEE
 4.00
.......................   		X   X       0 0 0
(37) MIKE SHMERLING........................................................................
TRUSTEE
 2.00
.......................   		X           0 0 0
(38) WAYNE SMITH........................................................................
TRUSTEE
 2.00
.......................   		X           0 0 0
(39) REV LEIGH SPRUILL........................................................................
TRUSTEE
 2.00
.......................   		X           0 0 0
(40) DAVE WALTON........................................................................
TRUSTEE
 2.00
.......................   		X           0 0 0
(41) JAMES WEAVER........................................................................
GOVERNMENT RELATIONS CHAIR & COUNSEL-TRUSTEE
 4.00
.......................   		X   X       0 0 0
(42) EMILY WEISS........................................................................
TRUSTEE
 2.00
.......................   		X           0 0 0
(43) BRIAN HASSETT........................................................................
PRESIDENT AND CEO
 40.00
.......................   		    X       261,315 0 18,132
(44) MARY JO WIGGINS........................................................................
CHIEF DEVELOPMENT OFFICER
 40.00
.......................   		    X       220,931 0 15,163
(45) SUMMOR PENNINGTON........................................................................
CHIEF FINANCIAL OFFICER
 40.00
.......................   		    X       107,955 0 10,998
(46) ERICA MITCHELL........................................................................
CHIEF COMMUNITY IMPACT OFFICER
 40.00
.......................   		    X       172,411 0 12,892
(47) JENNIFER WRIGHT........................................................................
CHIEF MARKETING OFFICER
 40.00
.......................   		    X       63,251 0 6,329
(48) JOHN BALL........................................................................
DIRECTOR, IT
 40.00
.......................   		        X   122,218 0 13,342
(49) CELESTE WILSON........................................................................
DIRECTOR, MAJOR GIFTS
 40.00
.......................   		        X   111,948 0 9,539
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)...........MediumBullet 1,060,029 0 86,395
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization MediumBullet6
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such
individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet0
Form 990 (2018)
Form 990 (2018)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a 483,484
b Membership dues..1b  
c Fundraising events..1c  
d Related organizations1d  
e Government grants (contributions)1e 8,589,953
f All other contributions, gifts, grants, and similar amounts not included above1f 15,629,409
g Noncash contributions included in lines 1a - 1f:$ 483,726
h Total. Add lines 1a-1f.......MediumBullet 24,702,846
Program Service RevenueAmt Business Code
2a DESIGNATION SERVICE FE 900099 429,392 429,392    
b
c
d
e
f All other program service revenue.        
g Total. Add lines 2a–2f ....MediumBullet 429,392
OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ......MediumBullet 247,994     247,994
4 Income from investment of tax-exempt bond proceedsMediumBullet        
5 Royalties...........MediumBullet        
(ii) Personal (i) Real
6a Gross rents   12,000
b Less: rental expenses   0
c Rental income or (loss)   12,000
d Net rental income or (loss)......MediumBullet 12,000   12,000  
(ii) Other (i) Securities
7a Gross amount from sales of assets other than inventory   8,912,934
b Less: cost or other basis and sales expenses   8,328,970
c Gain or (loss)   583,964
d Net gain or (loss).....MediumBullet 583,964     583,964
8a Gross income from fundraising events (not including $   of contributions reported on line 1c). See Part IV, line 18 ....
a  
b Less: direct expenses ...b  
c Net income or (loss) from fundraising events..MediumBullet      
9a Gross income from gaming activities.
See Part IV, line 19 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from gaming activities..MediumBullet        
10a Gross sales of inventory, less
returns and allowances ..
a  
b Less: cost of goods sold ..b  
c Net income or (loss) from sales of inventory..MediumBullet        
Business Code Miscellaneous Revenue
11a MISCELLANEOUS INCOME 999999 22,590     22,590
b EMPLOYEE RETIREMENT PL 999999 -193,842     -193,842
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet -171,252
12 Total revenue. See Instructions......MediumBullet 25,804,944 429,392 12,000 660,706
Form 990 (2018)
Form 990 (2018)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX..............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising expenses
1 Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 18,496,213 18,496,213
2 Grants and other assistance to domestic individuals. See Part IV, line 22    
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, line 15 and 16.    
4 Benefits paid to or for members    
5 Compensation of current officers, directors, trustees, and key employees .... 889,378 269,137 202,788 417,453
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .... 2,804,831 1,650,133 496,230 658,468
7 Other salaries and wages        
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 61,452 31,433 17,898 12,121
9 Other employee benefits ....... 232,704 136,582 48,428 47,694
10 Payroll taxes ........... 250,747 135,857 45,498 69,392
11 Fees for services (non-employees):        
a Management ......        
b Legal ......... 19,636   19,636  
c Accounting ........... 59,775 10,000 49,775  
d Lobbying ...........        
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ......        
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 689,099 383,795 243,552 61,752
12 Advertising and promotion .... 198,026 106,821 16,866 74,339
13 Office expenses ....... 273,460 133,455 49,229 90,776
14 Information technology ......        
15 Royalties ..        
16 Occupancy ........... 196,944 107,366 52,810 36,768
17 Travel ............ 117,087 81,822 11,345 23,920
18 Payments of travel or entertainment expenses for any federal, state, or local public officials .        
19 Conferences, conventions, and meetings .... 124,074 69,758 19,541 34,775
20 Interest ...........        
21 Payments to affiliates ....... 216,963 108,535 63,213 45,215
22 Depreciation, depletion, and amortization .. 30,982 16,839 6,156 7,987
23 Insurance ...        
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a MISCELLANEOUS 220,187 78,023 76,748 65,416
b
c
d
e All other expenses        
25 Total functional expenses. Add lines 1 through 24e 24,881,558 21,815,769 1,419,713 1,646,076
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2018)
Form 990 (2018)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX..............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash–non-interest-bearing ........   1  
2 Savings and temporary cash investments ......... 4,443,788 2 4,664,982
3 Pledges and grants receivable, net ...... 11,036,616 3 11,353,722
4 Accounts receivable, net .............   4  
5 Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of Schedule L .............
  5  
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L ..............
  6  
7 Notes and loans receivable, net ....   7  
8 Inventories for sale or use ........   8  
9 Prepaid expenses and deferred charges ...... 78,718 9 70,596
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 3,282,915
b Less: accumulated depreciation 10b 2,912,669 379,131 10c 370,246
11 Investments—publicly traded securities . 16,648,521 11 15,001,589
12 Investments—other securities. See Part IV, line 11 .....   12  
13 Investments—program-related. See Part IV, line 11 ..   13  
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ........... 631,565 15 615,799
16 Total assets. Add lines 1 through 15 (must equal line 34)... 33,218,339 16 32,076,934
Liabilities 17 Accounts payable and accrued expenses ..... 630,024 17 497,849
18 Grants payable ... 7,639,488 18 7,326,711
19 Deferred revenue .........   19  
20 Tax-exempt bond liabilities .........   20  
21 Escrow or custodial account liability. Complete Part IV of Schedule D   21  
22 Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L..   22  
23 Secured mortgages and notes payable to unrelated third parties ..   23  
24 Unsecured notes and loans payable to unrelated third parties ..   24  
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D 4,827 25 37,204
26 Total liabilities. Add lines 17 through 25.. 8,274,339 26 7,861,764
Net Assets or Fund Balance Organizations that follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets 4,772,814 27 5,072,731
28 Temporarily restricted net assets ........... 12,570,581 28 11,541,834
29 Permanently restricted net assets 7,600,605 29 7,600,605
Organizations that do not follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds .....   30  
31 Paid-in or capital surplus, or land, building or equipment fund ...   31  
32 Retained earnings, endowment, accumulated income, or other funds   32  
33 Total net assets or fund balances ........... 24,944,000 33 24,215,170
34 Total liabilities and net assets/fund balances ........ 33,218,339 34 32,076,934
Form 990 (2018)
Form 990 (2018)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
25,804,944
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
24,881,558
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
923,386
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
24,944,000
5
Net unrealized gains (losses) on investments ...............
5
-1,652,216
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
0
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
24,215,170
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII.............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?
3a
Yes
 
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
Yes
 
Form 990 (2018)
Form 990 (2018)
Additional Data


Software ID:  
Software Version:  
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Open to Public
Inspection
Name of the organization
UNITED WAY OF MIDDLE TENNESSEE INC
 
Employer identification number

62-0533104
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.)
1
2
3
4
5
6
7
8
9

10
11
12
a
b
c
d
e
f
Enter the number of supported organizations ...............................  
g
Provide the following information about the supported organization(s).
(i) Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 10 above (see instructions)) (iv) Is the organization listed in your governing document? (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions)
Yes No
Total
 
   
For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2018

Schedule A (Form 990 or 990-EZ) 2018
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv), 170(b)(1)(A)(vi), and 170(b)(1)(A)(ix)
(Complete only if you checked the box on line 5, 7, 8, or 9 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2014 (b) 2015 (c) 2016 (d) 2017 (e) 2018 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. 24,355,995 19,113,022 19,685,124 24,272,817 24,702,846 112,129,804
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3 24,355,995 19,113,022 19,685,124 24,272,817 24,702,846 112,129,804
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..  
6 Public support. Subtract line 5 from line 4. 112,129,804
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2014 (b) 2015 (c) 2016 (d) 2017 (e) 2018 (f) Total
7 Amounts from line 4.. 24,355,995 19,113,022 19,685,124 24,272,817 24,702,846 112,129,804
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... 153,865 200,528 201,207 227,404 247,994 1,030,998
9 Net income from unrelated business activities, whether or not the business is regularly carried on.. 35,318 26,648 4,895 24,000 12,000 102,861
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..            
11 Total support. Add lines 7 through 10 113,263,663
12
12
1,506,753
13
First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here........................................right arrow
Section C. Computation of Public Support Percentage
14
14
99.000 %
15
15
99.010 %
16a
b
17a
b
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990 or 990-EZ) 2018

Schedule A (Form 990 or 990-EZ) 2018
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2014 (b) 2015 (c) 2016 (d) 2017 (e) 2018 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose            
3 Gross receipts from activities that are not an unrelated trade or business under section 513 .....            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge            
6 Total. Add lines 1 through 5            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public support. (Subtract line 7c from line 6.)  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2014 (b) 2015 (c) 2016 (d) 2017 (e) 2018 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..            
13 Total support. (Add lines 9, 10c, 11, and 12.)..            
14
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2018

Schedule A (Form 990 or 990-EZ) 2018
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 12 of Part I. If you checked 12a of Part I, complete Sections A and B. If you checked 12b of Part I, complete Sections A and C. If you checked 12c of Part I, complete Sections A, D, and E. If you checked 12d of Part I, complete Sections A and D, and complete Part V.)
Section A. All Supporting Organizations
Yes
No
1
Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.
1
 
 
2
Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).
2
 
 
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer (b) and (c) below.
3a
 
 
b
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.
3b
 
 
c
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.
3c
 
 
4a
Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked 12a or 12b in Part I, answer (b) and (c) below.
4a
 
 
b
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.
4b
 
 
c
Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.
4c
 
 
5a
Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer (b) and (c) below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).
5a
 
 
b
Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?
5b
 
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.
6
 
 
7
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ) .
7
 
 
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ).
8
 
 
9a
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.
9a
 
 
b
Did one or more disqualified persons (as defined in line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.
9b
 
 
c
Did a disqualified person (as defined in line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.
9c
 
 
10a
Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.
10a
 
 
b
Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).
10b
 
 
Schedule A (Form 990 or 990-EZ) 2018

Schedule A (Form 990 or 990-EZ) 2018
Page 5
Part IV
Supporting Organizations (continued)
Yes
No
11
Has the organization accepted a gift or contribution from any of the following persons?
a
A person who directly or indirectly controls, either alone or together with persons described in (b) and (c) below, the governing body of a supported organization?
11a
 
 
b
A family member of a person described in (a) above?
11b
 
 
c
A 35% controlled entity of a person described in (a) or (b) above? If “Yes” to a, b, or c, provide detail in Part VI.
11c
 
 
Section B. Type I Supporting Organizations
Yes
No
1
Did the directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.
1
 
 
2
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.
2
 
 
Section C. Type II Supporting Organizations
Yes
No
1
Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
 
 
Section D. All Type III Supporting Organizations
Yes
No
1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?
1
 
 
2
Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).
2
 
 
3
By reason of the relationship described in (2), did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.
3
 
 
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer (a) and (b) below.
Yes
No
a
Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.
2a
 
 
b
Did the activities described in (a) constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.
2b
 
 
3
Parent of Supported Organizations. Answer (a) and (b) below.
a
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations? Provide details in Part VI.
3a
 
 
b
Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.
3b
 
 
Schedule A (Form 990 or 990-EZ) 2018

Schedule A (Form 990 or 990-EZ) 2018
Page 6
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
Section A - Adjusted Net Income (A) Prior Year (B) Current Year
(optional)
1 Net short-term capital gain 1    
2 Recoveries of prior-year distributions 2    
3 Other gross income (see instructions) 3    
4 Add lines 1 through 3 4    
5 Depreciation and depletion 5    
6 Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) 6    
7 Other expenses (see instructions) 7    
8 Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) 8    
Section B - Minimum Asset Amount (A) Prior Year (B) Current Year
(optional)
1 Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): 1
a Average monthly value of securities 1a    
b Average monthly cash balances 1b    
c Fair market value of other non-exempt-use assets 1c    
d Total (add lines 1a, 1b, and 1c) 1d    
e Discount claimed for blockage or other factors
(explain in detail in Part VI):  
2 Acquisition indebtedness applicable to non-exempt use assets 2    
3 Subtract line 2 from line 1d 3    
4 Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). 4    
5 Net value of non-exempt-use assets (subtract line 4 from line 3) 5    
6 Multiply line 5 by .035 6    
7 Recoveries of prior-year distributions 7    
8 Minimum Asset Amount (add line 7 to line 6) 8    
Section C - Distributable Amount Current Year
1 Adjusted net income for prior year (from Section A, line 8, Column A) 1  
2 Enter 85% of line 1 2  
3 Minimum asset amount for prior year (from Section B, line 8, Column A) 3  
4 Enter greater of line 2 or line 3 4  
5 Income tax imposed in prior year 5  
6 Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) 6  
7
Schedule A (Form 990 or 990-EZ) 2018

Schedule A (Form 990 or 990-EZ) 2018
Page 7
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations (continued)
Section D - Distributions Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes  
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in
excess of income from activity		  
3 Administrative expenses paid to accomplish exempt purposes of supported organizations  
4 Amounts paid to acquire exempt-use assets  
5 Qualified set-aside amounts (prior IRS approval required)  
6 Other distributions (describe in Part VI). See instructions  
7Total annual distributions. Add lines 1 through 6.  
8 Distributions to attentive supported organizations to which the organization is responsive (provide
details in Part VI). See instructions		  
9 Distributable amount for 2018 from Section C, line 6  
10 Line 8 amount divided by Line 9 amount  
Section E - Distribution Allocations (see instructions) (i)
Excess Distributions 		(ii)
Underdistributions
Pre-2018 		(iii)
Distributable
Amount for 2018
1 Distributable amount for 2018 from Section C, line
6 		 
2 Underdistributions, if any, for years prior to 2018 (reasonable cause required-- explain in Part VI).
See instructions.		  
3 Excess distributions carryover, if any, to 2018:
a From 2013.......  
b From 2014.......  
c From 2015.......  
d From 2016.......  
e From 2017.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2018 distributable amount  
i Carryover from 2013 not applied (see
instructions) 		 
j Remainder. Subtract lines 3g, 3h, and 3i from 3f.  
4Distributions for 2018 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2018 distributable amount  
c Remainder. Subtract lines 4a and 4b from 4.  
5 Remaining underdistributions for years prior to
2018, if any. Subtract lines 3g and 4a from line 2.
If the amount is greater than zero, explain in Part VI.
See instructions.		  
6 Remaining underdistributions for 2018. Subtract
lines 3h and 4b from line 1. If the amount is greater
than zero, explain in Part VI. See instructions.		  
7 Excess distributions carryover to 2019. Add lines
3j and 4c.		  
8 Breakdown of line 7:
a Excess from 2014......  
b Excess from 2015.....  
c Excess from 2016.....  
d Excess from 2017.....  
e Excess from 2018.....  
Schedule A (Form 990 or 990-EZ) (2018)

Schedule A (Form 990 or 990-EZ) 2018
Page 8
Part VI
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Return Reference Explanation
Schedule A (Form 990 or 990-EZ) 2018


Additional Data


Software ID:  
Software Version:  
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Name of the organization
UNITED WAY OF MIDDLE TENNESSEE INC
 
Employer identification number

62-0533104
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution. An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2018)
Schedule B (Form 990, 990-EZ, or 990-PF) (2018) Page 2
Name of organization
UNITED WAY OF MIDDLE TENNESSEE INC
  		Employer identification number
62-0533104
Part I
Contributors (See instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
Page 3
Name of organization
UNITED WAY OF MIDDLE TENNESSEE INC
  		Employer identification number

62-0533104
Part II
Noncash Property (See instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
Page 4
Name of organization
UNITED WAY OF MIDDLE TENNESSEE INC
  		Employer identification number

62-0533104
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2018)

Additional Data


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SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
SchDMd Bullet Attach to Form 990.
SchDMd Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Open to Public Inspection
Name of the organization
UNITED WAY OF MIDDLE TENNESSEE INC
 
Employer identification number

62-0533104
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .........    
2 Aggregate value of contributions to (during year)    
3 Aggregate value of grants from (during year)    
4 Aggregate value at end of year ........    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements. Complete if the organization answered "Yes" on Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ...................... 2a  
b Total acreage restricted by conservation easements .................... 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 7/25/06, and not on a historic structure listed in the National Register ... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............
6
Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................
9
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:
(i)
Revenue included on Form 990, Part VIII, line 1 .........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 (ASC 958) relating to these items:
a
Revenue included on Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2018

Schedule D (Form 990) 2018
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b If "Yes," explain the arrangement in Part XIII and complete the following table: Amount
c Beginning balance ............................. 1c  
d Additions during the year ............................ 1d  
e Distributions during the year .......................... 1e  
f Ending balance ................................ 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....
Part V
Endowment Funds. Complete if the organization answered "Yes" on Form 990, Part IV, line 10.
(a)Current year (b)Prior year (c)Two years back (d)Three years back (e)Four years back
1a Beginning of year balance .... 11,356,159 9,987,120 9,670,867 9,030,915 8,965,625
b Contributions ...   323 55,178 1,143,890  
c Net investment earnings, gains, and losses 540,416 1,884,963 758,005 9,586 620,703
d Grants or scholarships ...          
e Other expenditures for facilities
and programs ... 		497,000 475,000 460,000 475,000 520,000
f Administrative expenses .... 42,656 41,247 36,930 38,524 35,413
g End of year balance ...... 10,276,087 11,356,159 9,987,120 9,670,867 9,030,915
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet15.400 %
b
Permanent endowment SchDMd Bullet74.000 %
c
Temporarily restricted endowment SchDMd Bullet10.600 %
The percentages on lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations .................
3a(i)
 
No
(ii) related organizations .................
3a(ii)
 
No
b
If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis
(investment) 		(b) Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .....   272,715 272,715
b Buildings ....   968,690 968,690 0
c Leasehold improvements   705,175 662,901 42,274
d Equipment ....   1,336,335 1,281,078 55,257
e Other .....        
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..SchDMdBullet 370,246
Schedule D (Form 990) 2018

Schedule D (Form 990) 2018
Page 3
Part VII
Investments—Other Securities. Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)		 (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1) Financial derivatives.........    
(2) Closely-held equity interests........    
(3)Other
(A)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet  
Part VIII
Investments—Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
(1) Federal income taxes  
PENSION LIABILITY 37,204
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 37,204
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII
Schedule D (Form 990) 2018

Schedule D (Form 990) 2018
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1 20,495,537
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a -1,652,216
b Donated services and use of facilities ......... 2b 130,793
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d ..................... 2e -1,521,423
3 Subtract line 2e from line 1.................. 3 22,016,960
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIII.) ........... 4b 3,787,984
c Add lines 4a and 4b.................... 4c 3,787,984
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 25,804,944
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1 21,224,367
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities ......... 2a 130,793
b Prior year adjustments ............ 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d.................... 2e 130,793
3 Subtract line 2e from line 1................... 3 21,093,574
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIII.) ............ 4b 3,787,984
c Add lines 4a and 4b..................... 4c 3,787,984
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 24,881,558
Part XIII
Supplemental Information
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
PART V, LINE 4: CURRENTLY, ENDOWMENT FUNDS ARE PERMANENTLY RESTRICTED AND HELD WITHIN MARKET PER THE ORGANIZATION'S IPS FOR GROWTH.
PART X, LINE 2: MANAGEMENT PERFORMS AN EVALUATION OF ALL INCOME TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE COURSE OF PREPARING THE ORGANIZATION'S INCOME TAX RETURN TO DETERMINE WHETHER THE INCOME TAX POSITIONS MEET A "MORE LIKELY THAN NOT" STANDARD OF BEING SUSTAINED UNDER EXAMINATION BY THE APPLICABLE TAXING AUTHORITIES. MANAGEMENT HAS PERFORMED ITS EVALUATION OF ALL INCOME TAX POSITIONS TAKEN ON ALL OPEN INCOME TAX RETURNS AND HAS DETERMINED THAT THERE WERE NO POSITIONS TAKEN THAT DO NOT MEET THE "MORE LIKELY THAN NOT" STANDARD. ACCORDINGLY, THERE WERE NO PROVISIONS FOR INCOME TAXES, PENALTIES OR INTEREST RECEIVABLE OR PAYABLE RELATING TO UNCERTAIN INCOME TAX POSITIONS IN THE ACCOMPANYING FINANCIAL STATEMENTS.
PART XI, LINE 4B - OTHER ADJUSTMENTS: CAMPAIGN CONTRIBUTIONS DESIGNATED TO SPECIFIC AGENCIES 3,787,984.
PART XII, LINE 4B - OTHER ADJUSTMENTS: CAMPAIGN CONTRIBUTIONS DESIGNATED TO SPECIFIC AGENCIES 3,787,984.
Schedule D (Form 990) 2018


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Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," on Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990.
lBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Open to Public
Inspection
Name of the organization
UNITED WAY OF MIDDLE TENNESSEE INC
 
Employer identification number
62-0533104
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient
that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government		 (b) EIN (c) IRC section
(if applicable)		 (d) Amount of cash grant (e) Amount of non-cash
assistance		 (f) Method of valuation
(book, FMV, appraisal,
other)		 (g) Description of
noncash assistance		 (h) Purpose of grant
or assistance
(1) 413 STRONG
PO BOX 101425
NASHVILLE,TN37224 		47-1939832 501(C)3 37,000       PROGRAM OPNS (OBI)
(2) 413 STRONG
PO BOX 101425
NASHVILLE,TN37224 		47-1939832 501(C)3 323       DONOR DIRECTED DESIGNATIONS
(3) ALIVE HOSPICE INC
1718 PATTERSON ST
NASHVILLE,TN37203 		62-0983550 501(C)3 20,000       PROGRAM OPNS (OBI)
(4) ALIVE HOSPICE INC
1719 PATTERSON ST
NASHVILLE,TN37203 		62-0983551 501(C)3 51,426       DONOR DIRECTED DESIGNATIONS
(5) ALZHEIMER'S ASSOCIATION OF MIDDLE TN
4205 HILLSBORO PIKE SUITE 216
NASHVILLE,TN37215 		62-1437684 501(C)3 8,871       DONOR DIRECTED DESIGNATIONS
(6) AMERICAN CANCER SOCIETY
2000 CHARLOTTE AVENUE
NASHVILLE,TN37203 		13-1788491 501(C)3 10,613       DONOR DIRECTED DESIGNATIONS
(7) AMERICAN HEART ASSOCIATION
1818 PATTERSON RD
NASHVILLE,TN37203 		13-5613797 501(C)3 7,454       DONOR DIRECTED DESIGNATIONS
(8) AMERICAN RED CROSSRUTHERFORD
501 MEMORIAL BLVD
MURFREESBORO,TN37129 		53-0196650 501(C)3 7,109       DONOR DIRECTED DESIGNATIONS
(9) AMERICAN RED CROSS-DAVIDSON COUNTY
2201 CHARLOTTE AVE
NASHVILLE,TN37203 		53-0196605 501(C)3 30,000       PROGRAM OPNS (OBI)
(10) AMERICAN RED CROSS-DAVIDSON COUNTY
2201 CHARLOTTE AVE
NASHVILLE,TN37203 		53-0196605 501(C)3 48,452       DONOR DIRECTED DESIGNATIONS
(11) BETHANY CHRISTIAN SERVICES
901 EASTERN AVENUE NE PO BOX
GRAND RAPIDS,MI49501 		20-1204075 501(C)3 10,000       PROGRAM OPNS (OBI)
(12) BETHANY CHRISTIAN SERVICES
901 EASTERN AVENUE NE PO BOX
GRAND RAPIDS,MI49501 		20-1204075 501(C)3 1,509       DONOR DIRECTED DESIGNATIONS
(13) BETHLEHEM CENTER
1417 CHARLOTTE AVE
NASHVILLE,TN37203 		62-0843073 501(C)3 82,500       PROGRAM OPNS (OBI)
(14) BETHLEHEM CENTER
1417 CHARLOTTE AVE
NASHVILLE,TN37203 		62-0843073 501(C)3 2,784       DONOR DIRECTED DESIGNATIONS
(15) BETHSEDA CENTER
108 S MAIN ST
ASHLAND CITY,TN37015 		58-2015542 501(C)3 13,436       PROGRAM OPNS (OBI)
(16) BETHSEDA CENTER
108 S MAIN ST
ASHLAND CITY,TN37015 		58-2015542 501(C)3 300       DONOR DIRECTED DESIGNATIONS
(17) BIG BROTHERSBIG SISTERS
1704 CHARLOTTE AVENUE
NASHVILLE,TN37203 		23-7056024 501(C)3 77,068       PROGRAM OPNS (OBI)
(18) BIG BROTHERSBIG SISTERS
1704 CHARLOTTE AVENUE
NASHVILLE,TN37203 		23-7056024 501(C)3 7,870       DONOR DIRECTED DESIGNATIONS
(19) BLUE MONARCH
PO BOX 1207
MONTEAGLE,TN37356 		82-0584070 501(C)3 10,000       DONOR DIRECTED DESIGNATIONS
(20) BOY SCOUTS OF AMERICA-MIDDLE TENNESSEE
PO BOX 150409
NASHVILLE,TN37215 		62-0477729 501(C)3 19,569       DONOR DIRECTED DESIGNATIONS
(21) BOYS & GIRLS CLUB OF NASHMID TN
624 GRASSMERE PARK DRIVE
NASHVILLE,TN37204 		62-0540402 501(C)3 17,068       DONOR DIRECTED DESIGNATIONS
(22) BOYS & GIRLS CLUB OF RUTHERFORD
820 JONES BLVD
MURFRESSBORO,TN37129 		62-0540402 501(C)3 5,893       DONOR DIRECTED DESIGNATIONS
(23) CASA
601 WOODLAND ST
NASHVILLE,TN37206 		62-1203459 501(C)3 20,000       PROGRAM OPNS (OBI)
(24) CASA
601 WOODLAND ST
NASHVILLE,TN37206 		62-1203459 501(C)3 5,038       DONOR DIRECTED DESIGNATIONS
(25) CAMPUS FOR HUMAN DEVELOPMENTDAVIDSON
PO BOX 25309
NASHVILLE,TN37202 		62-0811413 501(C)3 9,218       DONOR DIRECTED DESIGNATIONS
(26) CATHOLIC CHARITIES OF TN INC
30 WHITE BRIDGE ROAD
NASHVILLE,TN37205 		62-0679520 501(C)3 528,500       PROGRAM OPNS (OBI)
(27) CATHOLIC CHARITIES OF TN INC
30 WHITE BRIDGE ROAD
NASHVILLE,TN37205 		62-0679520 501(C)3 35,976       DONOR DIRECTED DESIGNATIONS
(28) CATHOLIC CHARITIES OF TN INC
30 WHITE BRIDGE ROAD
NASHVILLE,TN37205 		62-0679520 501(C)3 199,365       SUB-RECIPIENT GRANTS
(29) CHANNELS OF LOVE MINISTRIES INC
1023 MCCALLIE AVE
CHATTANOOGA,TN37403 		20-1602391 501(C)3 52,596       SUB-RECIPIENT GRANTS
(30) CHATTANOOGA CARES INC
PO BOX 4497
CHATTANOOGA,TN37403 		62-1325543 501(C)3 247,893       SUB-RECIPIENT GRANTS
(31) CHILDREN & FAMILY SERVICES INC
PO BOX 845
COVINGTON,TN38409 		62-1166322 501(C)3 40,179       SUB-RECIPIENT GRANTS
(32) CHRISTIAN COMMUNITY OUTREACH
923 SWINGING BRIDGE ROAD
OLD HICKORY,TN37138 		62-1279200 501(C)3 10,000       PROGRAM OPNS (OBI)
(33) CHRISTIAN COMMUNITY OUTREACH
923 SWINGING BRIDGE ROAD
OLD HICKORY,TN37138 		62-1279200 501(C)3 804       DONOR DIRECTED DESIGNATIONS
(34) CHRISTIAN COMMUNITY SERVICES INC
601 BENTON AVENUE B
NASHVILLE,TN37204 		62-1702753 501(C)3 10,000       PROGRAM OPNS (OBI)
(35) CHRISTIAN COMMUNITY SERVICES INC
601 BENTON AVENUE B
NASHVILLE,TN37204 		62-1702753 501(C)3 1,194       DONOR DIRECTED DESIGNATIONS
(36) COLUMBIA CARES INC
319-D WEST 7TH STREET
COLUMBIA,TN38401 		62-1513020 501(C)3 302       DONOR DIRECTED DESIGNATIONS
(37) COLUMBIA CARES INC
319-D WEST 7TH STREET
COLUMBIA,TN38401 		62-1513020 501(C)3 190,123       SUB-RECIPIENT GRANTS
(38) COMM HEALTH SOLUTIONS-SCHOOL OF NURSING
461 21ST AVE SOUTH
NASHVILLE,TN37240 		62-0476822 501(C)3 89,500       PROGRAM OPNS (OBI)
(39) COMM HEALTH SOLUTIONS-SCHOOL OF NURSING
461 21ST AVE SOUTH
NASHVILLE,TN37240 		62-0476822 501(C)3 353       DONOR DIRECTED DESIGNATIONS
(40) COMMUNITIES IN SCHOOLS OF TN
1207 18TH AVE SOUTH
NASHVILLE,TN37212 		46-1196944 501(C)3 15,000       PROGRAM OPNS (OBI)
(41) COMMUNITIES IN SCHOOLS OF TN
1207 18TH AVE SOUTH
NASHVILLE,TN37212 		46-1196944 501(C)3 560       DONOR DIRECTED DESIGNATIONS
(42) COMMUNITY FOUNDATION OF MIDDLE TENNESSEE
3833 CLEGHORN AVENUE
NASHVILLE,TN37215 		62-1471789 501(C)3 28,926       DONOR DIRECTED DESIGNATIONS
(43) COMMUNITY HEALTH CHARITIES
220 ATHENS WAY SUITE 480
NASHVILLE,TN37228 		23-7456385 501(C)3 102,957       DONOR DIRECTED DESIGNATIONS
(44) COMMUNITY SHARES OF TENNESSEE
107 WEST MAIN STREET
KNOXVILLE,TN37902 		62-1233685 501(C)3 54,159       DONOR DIRECTED DESIGNATIONS
(45) CONEXION AMERICAS
800 18TH AVE S A
NASHVILLE,TN37203 		62-1715618 501(C)3 100,000       PROGRAM OPNS (OBI)
(46) CONEXION AMERICAS
800 18TH AVE S A
NASHVILLE,TN37203 		62-1715618 501(C)3 9,584       DONOR DIRECTED DESIGNATIONS
(47) CONEXION AMERICAS
800 18TH AVE S A
NASHVILLE,TN37203 		62-1715618 501(C)3 39,996       SUB-RECIPIENT GRANTS
(48) COUNCIL FOR ALCOHOL & DRUG ABUSE SERVICES
207 SPEARS AVE
CHATTANOOGA,TN37405 		62-0716063 501(C)3 37,482       SUB-RECIPIENT GRANTS
(49) COUNCIL ON AGING OF GREATER NASHVILLE
95 WHITE BRIDGE RD 114
NASHVILLE,TN37205 		62-1867122 501(C)3 1,250       DONOR DIRECTED DESIGNATIONS
(50) COUNCIL ON AGING OF GREATER NASHVILLE
95 WHITE BRIDGE RD 114
NASHVILLE,TN37206 		62-1867122 501(C)3 50,000       PROGRAM OPNS (OBI)
(51) CROHNS AND COLITIS FOUNDATION
386 PARK AVE S 17TH FLOOR
NEW YORK,NY10016 		13-6193105 501(C)3 5,345       DONOR DIRECTED DESIGNATIONS
(52) CURREY INGRAM ACADEMY
6445 MURRAY LN
BRENTWOOD,TN37027 		62-1296326 501(C)3 5,000       DONOR DIRECTED DESIGNATIONS
(53) EASTER SEAL SOCIETY OF TENNESSEE
3011 ARMORY DR SUITE 100
NASHVILLE,TN37204 		62-0504893 501(C)3 32,093       DONOR DIRECTED DESIGNATIONS
(54) EIGHTEENTH AVENUE FAMILY ENRICHMENT CENTER
1811 OSAGE ST
NASHVILLE,TN37208 		62-0562855 501(C)3 74,000       PROGRAM OPNS (OBI)
(55) EIGHTEENTH AVENUE FAMILY ENRICHMENT CENTER
1811 OSAGE ST
NASHVILLE,TN37208 		62-0562855 501(C)3 878       DONOR DIRECTED DESIGNATIONS
(56) ELAM MENTAL HEALTH CENTER
1005 DR DB TODD JR BLVD
NASHVILLE,TN37208 		62-0488046 501(C)3 48,018       SUB-RECIPIENT GRANTS
(57) EXCHANGE CLUB FAMILY CENTER INC
2180 UNION AVENUE
MEMPHIS,TN38104 		62-1237360 501(C)3 3,595       DONOR DIRECTED DESIGNATIONS
(58) EXCHANGE CLUB FAMILY CENTER INC
2181 UNION AVENUE
MEMPHIS,TN38104 		62-1237360 501(C)3 51,500       PROGRAM OPNS (OBI)
(59) FAITH FAMILY MEDICAL CLINIC
326 21ST AVE N
NASHVILLE,TN37203 		62-1816811 501(C)3 74,000       PROGRAM OPNS (OBI)
(60) FAITH FAMILY MEDICAL CLINIC
326 21ST AVE N
NASHVILLE,TN37203 		62-1816811 501(C)3 4,016       DONOR DIRECTED DESIGNATIONS
(61) FAMILY & CHILDREN'S SERVICES
201 23RD AVE N
NASHVILLE,TN37203 		62-0499284 501(C)3 272,000       PROGRAM OPNS (OBI)
(62) FAMILY & CHILDREN'S SERVICES
201 23RD AVE N
NASHVILLE,TN37203 		62-0499284 501(C)3 7,916       DONOR DIRECTED DESIGNATIONS
(63) FANNIE BATTLE DAY HOME
911 SHELBY AVENUE
NASHVILLE,TN37206 		62-1859820 501(C)3 76,000       PROGRAM OPNS (OBI)
(64) FANNIE BATTLE DAY HOME
911 SHELBY AVENUE
NASHVILLE,TN37206 		62-1859820 501(C)3 2,481       DONOR DIRECTED DESIGNATIONS
(65) FANNIE BATTLE DAY HOME
911 SHELBY AVENUE
NASHVILLE,TN37206 		62-1859820 501(C)3 77,807       SUB-RECIPIENT GRANTS
(66) FIFTYFORWARD
174 RAINS AVENUE
NASHVILLE,TN37203 		62-1202660 501(C)3 184,000       PROGRAM OPNS (OBI)
(67) FIFTYFORWARD
174 RAINS AVENUE
NASHVILLE,TN37203 		62-1202660 501(C)3 11,963       DONOR DIRECTED DESIGNATIONS
(68) FIRST STEPS INC
4414 GRANNY WHITE PIKE
NASHVILLE,TN37204 		62-0674974 501(C)3 123,000       PROGRAM OPNS (OBI)
(69) FIRST STEPS INC
4414 GRANNY WHITE PIKE
NASHVILLE,TN37204 		62-0674974 501(C)3 2,761       DONOR DIRECTED DESIGNATIONS
(70) FRIST CENTER OF THE VISUAL ARTS
919 BROADWAY
NASHVILLE,TN37203 		62-1731495 501(C)3 8,223       DONOR DIRECTED DESIGNATIONS
(71) FRONTIER HEALTH
PO BOX 9054
JOHNSON CITY,TN37615 		46-1432508 501(C)3 112,216       SUB-RECIPIENT GRANTS
(72) GILDA'S CLUB OF MIDDLE TENNESSEE
1707 DIVISION STREET
NASHVILLE,TN37203 		62-1614190 501(C)3 15,072       DONOR DIRECTED DESIGNATIONS
(73) GIRL SCOUTS OF MIDDLE TENNESSEE
4522 GRANNY WHITE PIKE
NASHVILLE,TN37204 		62-0589380 501(C)3 9,924       DONOR DIRECTED DESIGNATIONS
(74) GOODWILL INDUSTRIES OF MIDDLE TENNESSEE
1015 HERMAN STREET
NASHVILLE,TN37208 		62-0599413 501(C)3 34,500       PROGRAM OPNS (OBI)
(75) GOODWILL INDUSTRIES OF MIDDLE TENNESSEE
1015 HERMAN STREET
NASHVILLE,TN37208 		62-0599413 501(C)3 2,514       DONOR DIRECTED DESIGNATIONS
(76) GRACEWORKS MINISTRIES INC
104 SOUTH EAST PARKWA STE 100
FRANKLIN,TN37064 		62-1584204 501(C)3 6,501       DONOR DIRECTED DESIGNATIONS
(77) GUARDIANSHIP & TRUST CORPORATION
95 WHITE BRIDGE ROAD SUITE 330
NASHVILLE,TN37205 		58-1454706 501(C)3 14,000       PROGRAM OPNS (OBI)
(78) GUARDIANSHIP & TRUST CORPORATION
95 WHITE BRIDGE ROAD SUITE 330
NASHVILLE,TN37205 		58-1454706 501(C)3 658       DONOR DIRECTED DESIGNATIONS
(79) HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE
800 8TH ST NW
WASHINGTON,DC20001 		52-1844823 501(C)3 5,000       DONOR DIRECTED DESIGNATIONS
(80) INTERFAITH DENTAL CLINIC
1721 PATTERSON ST
NASHVILLE,TN37203 		62-1567615 501(C)3 120,000       PROGRAM OPNS (OBI)
(81) INTERFAITH DENTAL CLINIC
1721 PATTERSON ST
NASHVILLE,TN37203 		62-1567615 501(C)3 6,460       DONOR DIRECTED DESIGNATIONS
(82) JEWISH FEDERATION OF NASHVILLE
801 PERCY WARNER BLDV
NASHVILLE,TN37205 		62-6077703 501(C)3 74,300       DONOR DIRECTED DESIGNATIONS
(83) JEWISH FED OF SO PALM BEACH CO
4601 COMMUNITY DR
WEST PALM BEACH,FL33417 		59-1945109 501(C)3 34,300       DONOR DIRECTED DESIGNATIONS
(84) JUNIOR ACHIEVEMENT OF NASHVILLE
120 POWELL PLACE
NASHVILLE,TN37204 		62-0582571 501(C)3 6,416       DONOR DIRECTED DESIGNATIONS
(85) KING'S DAUGHTERS DAY HOME
590 N DUPONT AVE
NASHVILLE,TN37115 		62-0729602 501(C)3 108,000       PROGRAM OPNS (OBI)
(86) KING'S DAUGHTERS DAY HOME
590 N DUPONT AVE
NASHVILLE,TN37115 		62-0729602 501(C)3 831       DONOR DIRECTED DESIGNATIONS
(87) KNOXVILLE-KNOX CO CAC ON AGING
PO BOX 51650
KNOXVILLE,TN37950 		27-0849601 501(C)3 18,413       SUB-RECIPIENT GRANTS
(88) LEGAL AID SOCIETY OF MIDDLE TENNESSEE
300 DEADERICK ST
NASHVILLE,TN37201 		62-0800756 501(C)3 93,000       PROGRAM OPNS (OBI)
(89) LEGAL AID SOCIETY OF MIDDLE TENNESSEE
300 DEADERICK ST
NASHVILLE,TN37201 		62-0800756 501(C)3 10,522       DONOR DIRECTED DESIGNATIONS
(90) LEWA WILDLIFE CONSERVANCY USA
38 MILLER AVE 507
MILL VALLEY,CA94941 		87-0572187 501(C)3 12,840       DONOR DIRECTED DESIGNATIONS
(91) MARTHA O'BRYAN CENTER
1101 KERMIT DR
NASHVILLE,TN37217 		13-1846366 501(C)3 262,000       PROGRAM OPNS (OBI)
(92) MARTHA O'BRYAN CENTER
711 SOUTH SEVENTH STREET
NASHVILLE,TN37205 		62-0477728 501(C)3 19,756       DONOR DIRECTED DESIGNATIONS
(93) MATTHEW WALKER COMPREHENSIVE HEALTH CTR
P O BOX 158461
NASHVILLE,TN37215 		58-1673641 501(C)3 1,817       DONOR DIRECTED DESIGNATIONS
(94) MATTHEW WALKER COMPREHENSIVE HEALTH CTR
1035 14TH AVE
NASHVILLE,TN37208 		62-1035426 501(C)3 65,891       SUB-RECIPIENT GRANTS
(95) MCNEILLY CENTER FOR CHILDREN
1035 14TH AVE
NASHVILLE,TN37208 		62-1035426 501(C)3 372,000       PROGRAM OPNS (OBI)
(96) MCNEILLY CENTER FOR CHILDREN
400 MERIDIAN ST
NASHVILLE,TN37207 		62-0479366 501(C)3 2,302       DONOR DIRECTED DESIGNATIONS
(97) MEHARRY MEDICAL COLLEGE
1005 DR DB TODD JR BLVD
NASHVILLE,TN37208 		62-0488046 501(C)3 4,000       DONOR DIRECTED DESIGNATIONS
(98) MEHARRY MEDICAL COLLEGE
1005 DR DB TODD JR BLVD
NASHVILLE,TN37208 		62-0488046 501(C)3 84,843       SUB-RECIPIENT GRANTS
(99) MEMPHIS PUBLIC LIBRARY - LINC
3030 POPLAR AVE
MEMPHIS,TN38111 		62-1590768 501(C)3 7,286       SUB-RECIPIENT GRANTS
(100) MENDING HEARTS INC
PO BOX 280236
NASHVILLE,TN37228 		73-1697900 501(C)3 1,097       DONOR DIRECTED DESIGNATIONS
(101) MENDING HEARTS INC
PO BOX 280236
NASHVILLE,TN37228 		73-1697900 501(C)3 92,204       SUB-RECIPIENT GRANTS
(102) METROPOLITAN NASH EDUCATION FDN
531 FAIRGROUND COURT
NASHVILLE,TN37211 		62-0674167 501(C)3 6,686       DONOR DIRECTED DESIGNATIONS
(103) MID-CUMBERLAND HRA
PO BOX 17385
NASHVILLE,TN37217 		62-0923487 501(C)3 65,116       PROGRAM OPNS (OBI)
(104) MID-CUMBERLAND HRA
PO BOX 17385
NASHVILLE,TN37217 		62-0923487 501(C)3 13,039       DONOR DIRECTED DESIGNATIONS
(105) MONROE HARDING
1120 GLENDALE LANE
NASHVILLE,TN37204 		62-0476670 501(C)3 82,000       PROGRAM OPNS (OBI)
(106) MONROE HARDING
1120 GLENDALE LANE
NASHVILLE,TN37204 		62-0476670 501(C)3 7,858       DONOR DIRECTED DESIGNATIONS
(107) MURCI-HOMES INC
2984 BABY RUTH LN
ANTIOCH,TN37013 		62-0649797 501(C)3 5,803       DONOR DIRECTED DESIGNATIONS
(108) NASHVILLE ACADEMY OF MEDICINE
3301 WEST END AVE 100
NASHVILLE,TN37203 		62-0473060 501(C)3 20,000       PROGRAM OPNS (OBI)
(109) NASHVILLE ADULT LITERACY COUNCIL
4805 PARK AVE
NASHVILLE,TN37209 		58-1488230 501(C)3 105,000       PROGRAM OPNS (OBI)
(110) NASHVILLE ADULT LITERACY COUNCIL
4805 PARK AVE
NASHVILLE,TN37209 		58-1488230 501(C)3 836       DONOR DIRECTED DESIGNATIONS
(111) NASHVILLE CARES
501 BRICK CHURCH PARK DRIVE
NASHVILLE,TN37207 		62-1274532 501(C)3 35,000       PROGRAM OPNS (OBI)
(112) NASHVILLE CARES
501 BRICK CHURCH PARK DRIVE
NASHVILLE,TN37207 		62-1274532 501(C)3 15,007       DONOR DIRECTED DESIGNATIONS
(113) NASHVILLE CARES
501 BRICK CHURCH PARK DRIVE
NASHVILLE,TN37207 		62-1274532 501(C)3 3,515,342       SUB-RECIPIENT GRANTS
(114) NASHVILLE CHILDREN'S ALLIANCE
1264 FOSTER AVE
NASHVILLE,TN37210 		62-1484097 501(C)3 25,000       PROGRAM OPNS (OBI)
(115) NASHVILLE CHILDREN'S ALLIANCE
1264 FOSTER AVE
NASHVILLE,TN37210 		62-1484097 501(C)3 7,940       DONOR DIRECTED DESIGNATIONS
(116) NASHVILLE HUMANE ASSOCIATION
213 OCEOLA AVENUE
NASHVILLE,TN37209 		57-1203593 501(C)3 20,606       DONOR DIRECTED DESIGNATIONS
(117) NASHVILLE INTERNATIONAL CENTER FOR EMPOWERMENT
3221 NOLENSVILLE PIKE 100
NASHVILLE,TN37211 		02-0674431 501(C)3 73,000       PROGRAM OPNS (OBI)
(118) NASHVILLE INTERNATIONAL CENTER FOR EMPOWERMENT
3221 NOLENSVILLE PIKE 100
NASHVILLE,TN37211 		02-0674431 501(C)3 160       DONOR DIRECTED DESIGNATIONS
(119) NASHVILLE PUBLIC EDUCATION FOUNDATION
2400 FAIRFRAX AVENUE
NASHVILLE,TN37212 		48-1266314 501(C)3 66,232       DONOR DIRECTED DESIGNATIONS
(120) NASHVILLE PUBLIC LIBRARY FOUNDATION
615 CHURCH ST
NASHVILLE,TN37219 		62-1681766 501(C)3 5,042       DONOR DIRECTED DESIGNATIONS
(121) NASHVILLE RESCUE MISSION
PO BOX 333229
NASHVILLE,TN37203 		62-6018832 501(C)3 24,388       DONOR DIRECTED DESIGNATIONS
(122) NASHVILLE SYMPHONY
ONE SYMPHONY PLACE
NASHVILLE,TN37201 		62-0550979 501(C)3 8,493       DONOR DIRECTED DESIGNATIONS
(123) NASHVILLE ZOO FOR GRASSMERE
3777 NOLENSVILLE RD
NASHVILLE,TN37211 		62-1411210 501(C)3 7,433       DONOR DIRECTED DESIGNATIONS
(124) NATIONS MINISTRY CENTER
3301 WEST END AVENUE
NASHVILLE,TN37203 		62-0473060 501(C)3 18,500       PROGRAM OPNS (OBI)
(125) NEEDLINK NASHVILLE
1600 56TH AVENUE NORTH
NASHVILLE,TN37209 		62-0544852 501(C)3 48,000       PROGRAM OPNS (OBI)
(126) NEEDLINK NASHVILLE
1600 56TH AVENUE NORTH
NASHVILLE,TN37209 		62-0544852 501(C)3 3,560       DONOR DIRECTED DESIGNATIONS
(127) NEW BEGINNINGS CENTER
509 CRAIGHEAD STREET 100
NASHVILLE,TN37204 		90-0751722 501(C)3 25,000       PROGRAM OPNS (OBI)
(128) NEW BEGINNINGS CENTER
509 CRAIGHEAD STREET 100
NASHVILLE,TN37204 		90-0751722 501(C)3 6,744       DONOR DIRECTED DESIGNATIONS
(129) NEW HOPE ACADEMY
1820 DOWNS BLVD
FRANKLIN,TN37064 		63-1172489 501(C)3 5,000       DONOR DIRECTED DESIGNATIONS
(130) NURSES FOR NEWBORNS
50 VANTAGE WAY
NASHVILLE,TN37228 		43-1601329 501(C)3 15,000       PROGRAM OPNS (OBI)
(131) NURSES FOR NEWBORNS
50 VANTAGE WAY
NASHVILLE,TN37228 		43-1601329 501(C)3 2,037       DONOR DIRECTED DESIGNATIONS
(132) OASIS CENTER
PO BOX 121648
NASHVILLE,TN37212 		62-0968273 501(C)3 320,000       PROGRAM OPNS (OBI)
(133) OASIS CENTER
PO BOX 121648
NASHVILLE,TN37212 		62-0968273 501(C)3 15,180       DONOR DIRECTED DESIGNATIONS
(134) ONE-ORGANIZED NEIGHBORSEDGEHILL
1001 EDGEHILL AVE
NASHVILLE,TN37203 		62-1540325 501(C)3 50,000       PROGRAM OPNS (OBI)
(135) ONE-ORGANIZED NEIGHBORSEDGEHILL
1001 EDGEHILL AVE
NASHVILLE,TN37203 		62-1540325 501(C)3 676       DONOR DIRECTED DESIGNATIONS
(136) OPERATION STAND DOWN TENNESSEE
1101 EDGEHILL AVE 1000
NASHVILLE,TN37203 		62-1638832 501(C)3 78,000       PROGRAM OPNS (OBI)
(137) OPERATION STAND DOWN TENNESSEE
1101 EDGEHILL AVE 1000
NASHVILLE,TN37203 		62-1638832 501(C)3 10,773       DONOR DIRECTED DESIGNATIONS
(138) PARK CENTER
801 12ST AVE SOUTH
NASHVILLE,TN37203 		62-1336640 501(C)3 88,500       PROGRAM OPNS (OBI)
(139) PARK CENTER
801 12ST AVE SOUTH
NASHVILLE,TN37203 		62-1336640 501(C)3 2,830       DONOR DIRECTED DESIGNATIONS
(140) PATHWAY LENDING
201 VENTURE CIRCLE
NASHVILLE,TN37228 		62-1823596 501(C)3 36,000       PROGRAM OPNS (OBI)
(141) PATHWAY LENDING
201 VENTURE CIRCLE
NASHVILLE,TN37228 		62-1823596 501(C)3 21       PROGRAM OPNS (OBI)
(142) PENCIL FOUNDATION
421 GREAT CIRCLE RD 100
NASHVILLE,TN37228 		58-1475675 501(C)3 198,000       PROGRAM OPNS (OBI)
(143) PENCIL FOUNDATION
421 GREAT CIRCLE RD 100
NASHVILLE,TN37228 		58-1475675 501(C)3 8,170       DONOR DIRECTED DESIGNATIONS
(144) PLANNED PARENTHOOD MIDDLEEAST TN
50 VANTAGE WAY
NASHVILLE,TN37228 		62-6050064 501(C)3 40,327       SUB-RECIPIENT GRANTS
(145) PLANNED PARENTHOOD OF MIDDLE TENNESSEE
50 VANTAGE WAY
NASHVILLE,TN37228 		62-6050064 501(C)3 6,113       DONOR DIRECTED DESIGNATIONS
(146) PLANNED PARENTHOOD OF MIDDLE TENNESSEE
50 VANTAGE WAY
NASHVILLE,TN37228 		62-6050064 501(C)3 107,411       SUB-RECIPIENT GRANTS
(147) POSITIVELY LIVING
1501 EAST FIFTH AVE
KNOXVILLE,TN37917 		62-1698383 501(C)3 400,331       SUB-RECIPIENT GRANTS
(148) PRESTON TAYLOR MINISTRIES
PO BOX 90442
NASHVILLE,TN37209 		62-1757018 501(C)3 7,243       DONOR DIRECTED DESIGNATIONS
(149) PREVENT CHILD ABUSE TENNESSEE
4721 TROUSDALE DRIVE STE
NASHVILLE,TN37220 		58-1567835 501(C)3 16,000       PROGRAM OPNS (OBI)
(150) PREVENT CHILD ABUSE TENNESSEE
4721 TROUSDALE DRIVE STE
NASHVILLE,TN37220 		58-1567835 501(C)3 2,541       DONOR DIRECTED DESIGNATIONS
(151) PROJECT RETURN INC
3307 BRICK CHURCH PIKE
NASHVILLE,TN37207 		61-1563841 501(C)3 180,000       PROGRAM OPNS (OBI)
(152) PROJECT RETURN INC
3307 BRICK CHURCH PIKE
NASHVILLE,TN37203 		62-1058325 501(C)3 6,161       DONOR DIRECTED DESIGNATIONS
(153) PROJECT RETURN INC
3307 BRICK CHURCH PIKE
NASHVILLE,TN37203 		62-1058325 501(C)3 7,500       SUB-RECIPIENT GRANTS
(154) RENEWAL HOUSE
PO BOX 280356
NASHVILLE,TN37228 		62-1631055 501(C)3 20,000       PROGRAM OPNS (OBI)
(155) RENEWAL HOUSE
PO BOX 280356
NASHVILLE,TN37228 		62-1631055 501(C)3 4,414       DONOR DIRECTED DESIGNATIONS
(156) RIDGEVIEW PSYCH HOSPITAL & CENTER INC
604 GALLATIN AVE 103
NASHVILLE,TN37206 		62-1718171 501(C)3 112,395       SUB-RECIPIENT GRANTS
(157) RONALD MCDONALD HOUSE
2144 FAIRFAX
NASHVILLE,TN37212 		62-1310717 501(C)3 10,945       DONOR DIRECTED DESIGNATIONS
(158) ROOFTOP FOUNDATION
108 7TH AVENUE SOUTH
NASHVILLE,TN37203 		20-4970385 501(C)3 30,000       PROGRAM OPNS (OBI)
(159) ROOFTOP FOUNDATION
108 7TH AVENUE SOUTH
NASHVILLE,TN37203 		20-4970385 501(C)3 161       DONOR DIRECTED DESIGNATIONS
(160) STARS
1704 CHARLOTTE AVENUE
NASHVILLE,TN37203 		62-1285699 501(C)3 204,963       PROGRAM OPNS (OBI)
(161) STARS
1704 CHARLOTTE AVENUE
NASHVILLE,TN37203 		62-1285699 501(C)3 3,876       DONOR DIRECTED DESIGNATIONS
(162) SAFE HAVEN FAMILY SHELTER
1234 3RD AVE S
NASHVILLE,TN37210 		62-1807653 501(C)3 183,750       PROGRAM OPNS (OBI)
(163) SAFE HAVEN FAMILY SHELTER
1234 3RD AVE S
NASHVILLE,TN37210 		62-1807653 501(C)3 13,294       DONOR DIRECTED DESIGNATIONS
(164) SAFE HAVEN FAMILY SHELTER
1234 3RD AVE S
NASHVILLE,TN37210 		62-1807653 501(C)3 321,614       SUB-RECIPIENT GRANTS
(165) SALAMA FELLOWSHIP URBAN MINISTRIES
1205 8TH AVE S
NASHVILLE,TN37203 		58-2198012 501(C)3 25,000       PROGRAM OPNS (OBI)
(166) SALAMA FELLOWSHIP URBAN MINISTRIES
1205 8TH AVE S
NASHVILLE,TN37203 		58-2198012 501(C)3 8,023       DONOR DIRECTED DESIGNATIONS
(167) SALVATION ARMY-NASHVILLE
631 DICKERSON RD
NASHVILLE,TN37207 		58-0660607 501(C)3 115,000       PROGRAM OPNS (OBI)
(168) SALVATION ARMY-NASHVILLE
631 DICKERSON RD
NASHVILLE,TN37207 		58-0660607 501(C)3 21,652       DONOR DIRECTED DESIGNATIONS
(169) SECOND HARVEST FOOD BANK
331 GREAT CIRCLE RD
NASHVILLE,TN37228 		62-1049447 501(C)3 50,000       PROGRAM OPNS (OBI)
(170) SECOND HARVEST FOOD BANK
331 GREAT CIRCLE RD
NASHVILLE,TN37228 		62-1049447 501(C)3 76,209       DONOR DIRECTED DESIGNATIONS
(171) SEXUAL ASSAULT CENTER
101 FRENCH LANDING DRIVE
NASHVILLE,TN37228 		62-1043294 501(C)3 120,000       PROGRAM OPNS (OBI)
(172) SEXUAL ASSAULT CENTER
101 FRENCH LANDING DRIVE
NASHVILLE,TN37228 		62-1043294 501(C)3 12,091       DONOR DIRECTED DESIGNATIONS
(173) SILOAM FAMILY HEALTH CENTER
820 GALE LANE
NASHVILLE,TN37204 		58-1867940 501(C)3 37,000       PROGRAM OPNS (OBI)
(174) SILOAM FAMILY HEALTH CENTER
820 GALE LANE
NASHVILLE,TN37204 		58-1867940 501(C)3 10,353       DONOR DIRECTED DESIGNATIONS
(175) SPECIAL KIDS
202 ARNETTE STREET
MURFRESSBORO,TN37130 		62-1718638 501(C)3 11,797       DONOR DIRECTED DESIGNATIONS
(176) ST LUKE'S COMMUNITY CENTER
5601 NEW YORK AVE
NASHVILLE,TN37209 		62-0484183 501(C)3 229,000       PROGRAM OPNS (OBI)
(177) ST LUKE'S COMMUNITY CENTER
5601 NEW YORK AVE
NASHVILLE,TN37209 		62-0484183 501(C)3 21,167       DONOR DIRECTED DESIGNATIONS
(178) ST MARY VILLA
30 WHITE BRIDGE RD
NASHVILLE,TN37205 		62-0579243 501(C)3 176,000       PROGRAM OPNS (OBI)
(179) ST MARY VILLA
30 WHITE BRIDGE RD
NASHVILLE,TN37205 		62-0579243 501(C)3 2,926       DONOR DIRECTED DESIGNATIONS
(180) ST JUDE'S CHILDREN'S RESEARCH HOSPITAL
501 ST JUDES PLACE
MEMPHIS,TN68105 		62-0646012 501(C)3 22,057       DONOR DIRECTED DESIGNATIONS
(181) STREET WORKS
PO BOX 60037
NASHVILLE,TN37206 		62-1806967 501(C)3 639       DONOR DIRECTED DESIGNATIONS
(182) STREET WORKS
PO BOX 60037
NASHVILLE,TN37206 		62-1806967 501(C)3 201,594       SUB-RECIPIENT GRANTS
(183) TENNESSEE BAPTIST CHILDREN'S HOME
PO BOX 2206
BRENTWOOD,TN37024 		62-0488043 501(C)3 5,333       DONOR DIRECTED DESIGNATIONS
(184) TENNESSEE POISON CENTER
1161 21ST AVE S
NASHVILLE,TN37232 		62-0476822 501(C)3 25,000       PROGRAM OPNS (OBI)
(185) TENNESSEE POISON CENTER
1161 21ST AVE S
NASHVILLE,TN37232 		62-0476822 501(C)3 1,209       DONOR DIRECTED DESIGNATIONS
(186) THE NEXT DOOR
PO BOX 23336
NASHVILLE,TN37202 		43-2001774 501(C)3 62,000       PROGRAM OPNS (OBI)
(187) THE NEXT DOOR
PO BOX 23336
NASHVILLE,TN37202 		43-2001774 501(C)3 5,955       DONOR DIRECTED DESIGNATIONS
(188) UNITED METHODIST SAFE HOUSE
PO BOX 324
CLARKSVILLE,TN37041 		62-1294095 501(C)3 5,039       PROGRAM OPNS (OBI)
(189) UNITED METHODIST SAFE HOUSE
PO BOX 324
CLARKSVILLE,TN37041 		62-1294095 501(C)3 314       DONOR DIRECTED DESIGNATIONS
(190) UPPER CUMBERLAND HUMAN RESOURCE AGENCY
311 ENTERPRISE DRIVE
COOKEVILLE,TN38506 		62-0906260 501(C)3 2,116       DONOR DIRECTED DESIGNATIONS
(191) UPPER CUMBERLAND HUMAN RESOURCE AGENCY
311 ENTERPRISE DRIVE
COOKEVILLE,TN38506 		62-0906260 501(C)3 59,508       SUB-RECIPIENT GRANTS
(192) UW CHATTANOOGA
PO BOX 4027
CHATTANOOGA,TN37405 		62-0565962 501(C)3 121       DONOR DIRECTED DESIGNATIONS
(193) UW CHATTANOOGA
PO BOX 4027
CHATTANOOGA,TN37405 		62-0565962 501(C)3 26,807       SUB-RECIPIENT GRANTS
(194) UW GREATER HOUSTON
PO BOX 3247
HOUSTON,TX77253 		74-1167964 501(C)3 75,058       DONOR DIRECTED DESIGNATIONS
(195) UW HEART OF FLORIDA
1940 TRAYLOR BLVD
ORLANDO,FL32804 		59-0808854 501(C)3 252       DONOR DIRECTED DESIGNATIONS
(196) UW HEART OF FLORIDA
1940 TRAYLOR BLVD
ORLANDO,FL32804 		59-0808854 501(C)3 335,856       SUB-RECIPIENT GRANTS
(197) UW RUTHERFORD COUNTY
PO BOX 330056
MURFRESSBORO,TN37133 		58-1341880 501(C)3 58,857       DONOR DIRECTED DESIGNATIONS
(198) UW SUMNER COUNTY
625 JOHNNY CASH BLVD
HENDERSONVILLE,TN37075 		31-1510208 501(C)3 10,727       DONOR DIRECTED DESIGNATIONS
(199) UW WHITE COUNTYSEARCY AR
PO BOX 907
SEARCY,AR72145 		71-0525401 501(C)3 7,263       DONOR DIRECTED DESIGNATIONS
(200) UW WILLIAMSON COUNTY
209 GOTHIC COURT
FRANKLIN,TN37067 		62-6049469 501(C)3 71,600       DONOR DIRECTED DESIGNATIONS
(201) UW WILLIAMSON COUNTY
209 GOTHIC COURT
FRANKLIN,TN37067 		62-6049469 501(C)3 12,500       SUB-RECIPIENT GRANTS
(202) UW WILSON COUNTY
PO BOX 3541
LEBANON,TN37088 		62-1660029 501(C)3 22,624       DONOR DIRECTED DESIGNATIONS
(203) VANDERBILT MONROE CARELL JR CHILDRENS' HOSPITAL
1211 MEDICAL CENTER DRIVE
NASHVILLE,TN37232 		62-0476822 501(C)3 10,471       DONOR DIRECTED DESIGNATIONS
(204) VISITATION HOSPITAL FOUNDATION
237 OLD HICKORY BLVD SUITE 100
NASHVILLE,TN37221 		62-1774851 501(C)3 5,000       DONOR DIRECTED DESIGNATIONS
(205) WAYNE REED CHRISTIAN CHILDCARE CENTER
11-B LINDSLEY AVENUE
NASHVILLE,TN37210 		62-1625142 501(C)3 73,000       PROGRAM OPNS (OBI)
(206) WAYNE REED CHRISTIAN CHILDCARE CENTER
11-B LINDSLEY AVENUE
NASHVILLE,TN37210 		62-1625142 501(C)3 4,163       DONOR DIRECTED DESIGNATIONS
(207) WEST END UNITED METHODIST CHURCH
2200 WEST END AVE
NASHVILLE,TN37203 		62-0475752 501(C)3 7,000       DONOR DIRECTED DESIGNATIONS
(208) WEST TENNESSEE LEGAL SERVICES
210 W MAIN STREET
JACKSON,TN38301 		58-1326791 501(C)3 338,944       SUB-RECIPIENT GRANTS
(209) WOODBINE COMMUNITY ORGANIZATION
222 ORIEL AVE
NASHVILLE,TN37210 		62-1280006 501(C)3 10,520       SUB-RECIPIENT GRANTS
(210) YMCA
900 CHURCH STREET NASHVILLE
NASHVILLE,TN37203 		62-0476243 501(C)3 49,000       PROGRAM OPNS (OBI)
(211) YMCA
900 CHURCH STREET NASHVILLE
NASHVILLE,TN37203 		62-0476243 501(C)3 19,145       DONOR DIRECTED DESIGNATIONS
(212) YOUTH LIFE FOUNDATION
3656 TROUSDALE DR 109
NASHVILLE,TN37204 		62-1848192 501(C)3 58,620       SUB-RECIPIENT GRANTS
(213) YOUTH LIFE LEARNING CENTER
3656 TROUSDALE DR 109
NASHVILLE,TN37204 		62-1848192 501(C)3 35,000       PROGRAM OPNS (OBI)
(214) YOUTH LIFE LEARNING CENTER
3656 TROUSDALE DR 109
NASHVILLE,TN37204 		62-1848192 501(C)3 1,053       DONOR DIRECTED DESIGNATIONS
(215) YWCA
1608 WOODMONT BOULEVARD
NASHVILLE,TN37215 		62-0475702 501(C)3 201,750       PROGRAM OPNS (OBI)
(216) YWCA
1608 WOODMONT BOULEVARD
NASHVILLE,TN37215 		62-0475702 501(C)3 13,658       DONOR DIRECTED DESIGNATIONS
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
136
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
0
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2018

Schedule I (Form 990) 2018
Page 2
Part III
Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Number of
recipients		 (c) Amount of
cash grant		 (d) Amount of
noncash assistance		 (e) Method of valuation (book,
FMV, appraisal, other)		 (f) Description of noncash assistance
(1)
(2)
(3)
(4)
(5)
(6)
(7)
Part IV
Supplemental Information. Provide the information required in Part I, line 2; Part III, column (b); and any other additional information.
Return Reference Explanation
PART I, LINE 2: PROGRAM OPNS (OBI)- GRANT AWARDS ARE DISBURSED PER BOARD APPROVAL AS RECOMMENDED BY AN INDEPENDENT, VOLUNTEER REVIEW COMMITTEE. DURING THE ALLOCATIONS PROCESS, THE REVIEW COMMITTEE WILL EVALUATE EACH NON-PROFIT, THEIR PROGRAM OUTCOMES, THEIR FINANCIAL STATUS, ETC. TO DETERMINE IF THEY ARE IN SOUND IN FINANCIAL OPERATIONS AS WELL AS HAVING THE ABILITY TO PRODUCE THE PROPOSED OUTCOMES SHOULD THEY BE AWARDED THE GRANT DOLLARS. THE RECIPIENT AGENCIES MUST PRODUCE PROGRAM OUTCOME MEASUREMENTS AND STATISTICS TO REPORT RESULTS OF THE MONEY INVESTED. DONOR DIRECTED DESIGNATIONS- THESE DOLLARS REPRESENT DONOR DESIGNATIONS RECEIVED AND PROCESSED BY UW TO OTHER NON-PROFIT AGENCIES. THESE AGENCIES ARE DETERMINED TO BE IN GOOD STANDING WITH THE IRS, HAVE THEIR 501C3 STATUS, AND ARE PATRIOT ACT COMPLIANT. SUB-RECIPIENT GRANTS- GRANT DOLLARS ARE PASSED THROUGH FROM STATE AND FEDERAL GRANTS TO SUBCONTRACTED AGENCIES. THESE AGENCIES ARE REVIEWED BY UW STAFF FOR COMPLIANCE AS WELL AS THE AGENCY'S OWN INDEPENDENT AUDIT FIRMS. ALL GRANT RECIPIENTS ARE REQUIRED TO PRODUCE PROGRAM RESULT REPORTS.
Schedule I (Form 990) 2018



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Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
SchJMediumBullet Attach to Form 990.
SchJMediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2018
Open to Public Inspection
Name of the organization
UNITED WAY OF MIDDLE TENNESSEE INC
 
Employer identification number

62-0533104
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .........
1b
 
No
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked in line 1a? ..
2
Yes
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? .............
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
Yes
 
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ....................
5a
 
No
b
Any related organization? .......................
5b
 
No
If "Yes," on line 5a or 5b, describe in Part III.
6
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ..................
6a
 
No
b
Any related organization? ......................
6b
 
No
If "Yes," on line 6a or 6b, describe in Part III.
7
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................
8
 
No
9
If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2018

Schedule J (Form 990) 2018
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits		 (E) Total of columns
(B)(i)-(D) 		(F) Compensation in column (B) reported as deferred on prior Form 990
(i) Base
compensation 		(ii) Bonus & incentive
compensation 		(iii) Other reportable compensation
1BRIAN HASSETT
PRESIDENT AND CEO 		(i)

(ii)		 249,315
-------------
0 		12,000
-------------
0 		0
-------------
0 		6,492
-------------
0 		11,640
-------------
0 		279,447
-------------
0 		0
-------------
0
2MARY JO WIGGINS
CHIEF DEVELOPMENT OFFICER 		(i)

(ii)		 155,289
-------------
0 		65,642
-------------
0 		0
-------------
0 		7,485
-------------
0 		7,678
-------------
0 		236,094
-------------
0 		0
-------------
0
3ERICA MITCHELL
CHIEF COMMUNITY IMPACT OFFICER 		(i)

(ii)		 145,911
-------------
0 		26,500
-------------
0 		0
-------------
0 		5,230
-------------
0 		7,662
-------------
0 		185,303
-------------
0 		0
-------------
0
Schedule J (Form 990) 2018

Schedule J (Form 990) 2018
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.
Return Reference Explanation
PART I, LINE 1B THE HUMAN RESOURCES COMMITTEE PRESENTED, WHICH WAS ULTIMATELY APPROVED BY THE BOARD OF TRUSTEES, A CONTRACT FOR THE CEO WHICH INCLUDED AN ANNUAL MEMBERSHIP TO THE YMCA, OR ITS EQUIVALENT. THAT BENEFIT HAS SUBSEQUENTLY BEEN OFFERED TO OTHER SENIOR MANAGEMENT MEMBERS LISTED ON FORM 990, PART VII, SECTION A, LINE 1A. THERE IS NO OTHER DEFINED POLICY REGARDING ANNUAL HEALTHCLUB MEMBERSHIPS.
PART I, LINE 4B BRIAN HASSETT, PRESIDENT & CEO, PARTICIPATES IN A SUPPLEMENTAL, NON-QUALIFIED DEFINED CONTRIBUTION 457(F) PLAN MAINTAINED BY THE ORGANIZATION. NO DISTRIBUTINO WAS MADE IN HIS FIRST YEAR OF EMPLOYMENT.
Schedule J (Form 990) 2018
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SCHEDULE M
(Form 990)

Department of the Treasury
Internal Revenue Service
Noncash Contributions
Right pointing arrow large imageComplete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image Attach to Form 990.
Right pointing arrow large imageGo to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Open to Public Inspection
Name of the organization
UNITED WAY OF MIDDLE TENNESSEE INC
 
Employer identification number

62-0533104
Part I
Types of Property
(a)
Check if applicable 		(b)
Number of contributions or items contributed 		(c)
Noncash contribution amounts reported on
Form 990, Part VIII, line 1g 		(d)
Method of determining
noncash contribution amounts
1 Art—Works of art ....        
2 Art—Historical treasures .        
3 Art—Fractional interests ..        
4 Books and publications ..      
5 Clothing and household
goods ....... 		     
6 Cars and other vehicles ..        
7 Boats and planes ....        
8 Intellectual property ...        
9 Securities—Publicly traded . X 19 161,878 FAIR MARKET VALUE
10 Securities—Closely held stock .        
11 Securities—Partnership, LLC,
or trust interests .... 		       
12 Securities—Miscellaneous ..        
13 Qualified conservation
contribution—Historic
structures ..... 		       
14 Qualified conservation
contribution—Other ... 		       
15 Real estate—Residential .        
16 Real estate—Commercial ..        
17 Real estate—Other ...        
18 Collectibles .....        
19 Food inventory ...        
20 Drugs and medical supplies .        
21 Taxidermy ......        
22 Historical artifacts ....        
23 Scientific specimens ..        
24 Archeological artifacts ...        
25 Other Right pointing arrow large image ( MISCELLANEOUS SUPPLIES ) X 101,100 321,848 FAIR MARKET VALUE
26 Other Right pointing arrow large image ( )
27 Other Right pointing arrow large image ( )
28 Other Right pointing arrow large image ( )
29
Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement
29
 
Yes
No
30a
During the year, did the organization receive by contribution any property reported in Part I, lines 1 through 28, that it must hold for at least three years from the date of the initial contribution, and which is not required to be used for exempt purposes for the entire holding period? ...................
30a
 
No
b
If "Yes," describe the arrangement in Part II.
31
Does the organization have a gift acceptance policy that requires the review of any nonstandard contributions?
31
Yes
 
32a
Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash
contributions? ..........................
32a
 
No
b
If "Yes," describe in Part II.
33
If the organization did not report an amount in column (c) for a type of property for which column (a) is checked,
describe in Part II.
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 51227J
Schedule M (Form 990) (2018)
Schedule M (Form 990) (2018)
Page 2
Part II
Supplemental Information. Provide the information required by Part I, lines 30b, 32b, and 33, and whether the organization is reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.
Return Reference Explanation
PART I, COLUMN (B): PART 1, COLUMN (B) REPRESENTS AN ESTIMATE OF THE NUMBER OF ITEMS CONTRIBUTED.
Schedule M (Form 990) (2018)

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SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Open to Public
Inspection
Name of the organization
UNITED WAY OF MIDDLE TENNESSEE INC
 
Employer identification number

62-0533104
Return Reference Explanation
FORM 990, PART VI, SECTION B, LINE 11B THE COMPLETE IRS FORM 990 IS PRESENTED TO AND REVIEWED WITH THE BOARD OF TRUSTEES IN PERSON AT A REGULARLY SCHEDULED MEETING OF THE TRUSTEES PRIOR TO THE FORM BEING FILED. ALL TRUSTEES RECEIVE A COPY OF THE RETURN AT THE TIME OF REVIEW.
FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION PRESENTS ANNUALLY AT BOARD OF TRUSTEES MEETING THE CONFLICT OF INTEREST DISCLOSURE QUESTIONNAIRE. THE QUESTIONS ARE REVIEWED FOR CLARITY AND TRUSTEES COMPLETE THE FORM WITH ALL DISCLOSURES AS APPLICABLE, INCLUDING AN ACKNOWLEDGEMENT THAT CHANGES IN STATUS AND ACTIVITIES ARE TO BE COMMUNICATED TO THE ORGANIZATION. THE BOARD MEETS EVERY OTHER MONTH AND THE ORGANIZATION REMAINS CLOSELY ENGAGED WITH TRUSTEES SO THAT IT CAN MONITOR ANY UPDATES TO THE QUESTIONNAIRE THROUGHOUT THE YEAR.
FORM 990, PART VI, SECTION B, LINE 15 EXECUTIVE COMPENSATION WAS SET WITH THE APPROVAL OF THE HUMAN RESOURCE COMMITTEE. AN EXECUTIVE CONSULTANT WAS EMPLOYED IN THE SEARCH FOR A NEW CEO. HE PROVIDED COMPARABLE INFORMATION ON SIMILARLY SITUATED CEOS AT OTHER NONPROFITS IN THE COMMUNITY. ADDITIONALLY, UNITED WAY WORLDWIDE COMPARABLE SALARY DATA WAS PROVIDED TO THE COMMITTEE AS WELL AS THE RESULTS OF AN AD HOC SURVEY OF UW EXECUTIVE COMPENSATION IN SIMILARLY SIZED UNITED WAYS IN THE REGION. THE RECOMMENDATIONS WERE APPROVED BY THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE CONTINUES TO MONITOR CURRENT MARKET DATA WHEN REVIEWING ANNUAL UPDATES TO THE CEO COMPENSATION. A SIMILAR PROCESS IS FOLLOWED ANNUALLY FOR OTHER SENIOR MANAGEMENT TEAM MEMBERS WHEREBY LOCAL MARKET DATA, UNITED WAY WORLDWIDE SALARY SURVEYS, AND EXECUTIVE COMMITTEE REVIEWS ARE ALL UTILIZED IN SETTING COMPENSATION FOR THOSE TEAM MEMBERS.
FORM 990, PART VI, SECTION C, LINE 19 THE AUDITED FINANCIAL STATEMENTS, ALONG WITH THE IRS FORM 990, ARE POSTED ON THE ORGANIZATION'S WEBSITE. COPIES OF OTHER GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST.
FORM 990, PART XII, LINE 2C: PROCESS HAS NOT CHANGED FROM PRIOR YEAR
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2018


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