Form990


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)
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OMB No. 1545-0047
2021
Open to Public Inspection
A For the 2021 calendar year, or tax year beginning 01-01-2022 , and ending 12-31-2022
BCheck if applicable:
CName of organization
UNITED WAY OF MIDDLE TENNESSEE INC
 
 
Doing business as
UNITED WAY OF GREATER NASHVILLE (UWGN)
 
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 $ 80,624,383
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: UWGN UNITES THE COMMUNITY AND MOBILIZES RESOURCES SO THAT EVERY CHILD, INDIVIDUAL & FAMILY THRIVES
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 45
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 45
5 Total number of individuals employed in calendar year 2021 (Part V, line 2a) ...... 5 99
6 Total number of volunteers (estimate if necessary) ............. 6 3,900
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 0
b Net unrelated business taxable income from Form 990-T, Part I, line 11 ......... 7b 0
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 56,545,485 43,045,055
9 Program service revenue (Part VIII, line 2g) ......... 288,330 276,598
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 2,616,265 -518,633
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 192,020 405,477
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 59,642,100 43,208,497
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 28,231,278 35,657,889
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) 6,039,025 6,690,632
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet2,244,513    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 3,024,375 3,069,955
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 37,294,678 45,418,476
19 Revenue less expenses. Subtract line 18 from line 12....... 22,347,422 -2,209,979
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 71,875,939 65,106,220
21 Total liabilities (Part X, line 26)............. 10,316,005 12,566,162
22 Net assets or fund balances. Subtract line 21 from line 20..... 61,559,934 52,540,058
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
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Signature of officer Date
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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 (2021)
Form 990 (2021)
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 GREATER 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 $ 11,682,448 including grants of $ 10,509,146 ) (Revenue $   )
THE COMMUNITY IMPACT FUNDING PROGRAM PROVIDES FUNDING SUPPORT TO 102 NONPROFIT AGENCIES IN DAVISON, WILLIAMSON, ROBERTSON, CHEATHAM AND HICKMAN COUNTIES, 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 - 95% OF PRE-K CHILDREN ENROLLED IN THE READ TO SUCCEED EARLY LITERACY PROGRAM ASSESSED KINDERGARTEN READY. FINANCIAL STABILITY- 8,893 FAMILIES BENEFITTED FROM FREE TAX PREPARATION AND RECEIVED MORE THAN $12 MILLION IN TAX REFUNDS AND EITC CREDITS. HEALTH - MORE THAN 8,700 INDIVIDUALS IMPROVED PHYSICAL OR MENTAL HEALTH THROUGH PHYSICAL ACTIVITY, CASE MANAGEMENT, OR CHRONIC DISEASE SELF-MANAGEMENT.
4b (Code:   ) (Expenses $ 4,457,981 including grants of $ 3,523,309 ) (Revenue $   )
UNITED WAY ADMINISTERS THREE 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 THE STATE OF TENNESSEE. OVER 2,800 ARE SERVED ANNUALLY. THE CDC/HIV PREVENTION GRANTS FOCUS ON PROVIDING PREVENTION AND EDUCATION SERVICES TO TARGET POPULATIONS AT HIGH RISK FOR HIV/LIVING WITH HIV. OVER 1,500 INDIVIDUALS ARE REACHED THROUGH SPECIFIC PREVENTION INTERVENTIONS DESIGNED FOR THE TARGET POPULATIONS.
4c (Code:   ) (Expenses $ 3,527,380 including grants of $ 3,527,380 ) (Revenue $ 276,598 )
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 501C3, HAVE A HEALTH AND HUMAN SERVICES FOCUS, AND HAVE A PRESENCE IN THE MIDDLE TENNESSEE COMMUNITY.
(Code:   ) (Expenses $ 2,752,529 including grants of $ 2,746,547 ) (Revenue $   )
IN MARCH 2020, UNITED WAY OF GREATER NASHVILLE ACTIVATED ITS RESTORE THE DREAM FUND TO ASSIST THOSE AFFECTED BY THE DEVASTATING TORNADO THAT RIPPED THROUGH NASHVILLE. NOT BUT A WEEK LATER, COVID-19 WAS DECLARED A PANDEMIC, AND IN PARTNERSHIP WITH THE MAYOR'S OFFICE, UWGN LED THE COVID-19 EMERGENCY RESPONSE FUND, FUNDRAISING FOR OVER $5.1 MILLION AND DISTRIBUTING ALL DOLLARS OUT TO THOSE WHO WERE AFFECTED BY THE VIRUS. WE THEN PARTNERED WITH THE CITY OF NASHVILLE AND THE FINANCIAL ASSISTANCE NETWORK, DISTRIBUTING $10 MILLION IN CARES ACT FUNDING FOR RENT AND UTILITY ASSISTANCE. THIS WORK CONTINUED THROUGH 2022 DEPLOYING OVER $2.75 MILLION IN RENT, MORTGAGE AND UTILITY ASSISTANCE FOR THOSE STILL FEELING THE EFFECTS OF THE PANDEMIC.
(Code:   ) (Expenses $ 6,571,616 including grants of $ 5,473,344 ) (Revenue $   )
THE NASHVILLE ALLIANCE FOR FINANCIAL INDEPENDENCE (NAFI) IS A 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 $70,000 OR LESS. THIS SERVICE ENSURES FILERS CLAIM ALL THEIR ELIGIBLE CREDITS. IN 2022, VITA SITES HELPED 8,893 FAMILIES COLLECT OVER $12 MILLION IN TOTAL FEDERAL REFUNDS AND SAVE MILLIONS IN FILING FEES. IN PARTNERSHIP WITH THE MAYOR'S OFFICE, UWGN OPERATES THE CITY'S FINANCIAL EMPOWERMENT CENTER (FEC). THE CENTER PROVIDES FREE ONE-ON-ONE FINANCIAL COUNSELING AND TEACHES 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 THE CITY AND UNITED WAY OPERATING A COST-SHARE MODEL. SINCE ITS INCEPTION, THE FECS HAVE ASSISTED AND HELPED OVER 9,457 CLIENTS REDUCE DEBT BY OVER $23 MILLION AND INCREASE SAVINGS BY OVER $3 MILLION THROUGH MORE THAN 28,512 INDIVIDUAL COUNSELING SESSIONS. IN 2019, UWGN BECAME THE INTERMEDIARY FOR MIDDLE TENNESSEE TO RECRUIT, TRAIN AND MONITOR GRANTEES THROUGH SNAP EMPLOYMENT & TRAINING. THIS PROGRAM IS A FEDERAL PROGRAM THAT PASSES THROUGH THE TN DEPARTMENT OF LABOR AND WORKFORCE DEVELOPMENT. IN 2022, 991 SNAP EMPLOYMENT & TRAINING PARTICIPANTS OBTAINED AN INDUSTRY CREDENTIAL, AND 589 PARTICIPANTS ARE NOW GAINFULLY EMPLOYED WITH MEDIAN WAGE EARNINGS OF $17 PER HOUR THROUGHOUT UWGN'S NINE-COUNTY SERVICE AREA.
(Code:   ) (Expenses $ 658,496 including grants of $ 511,635 ) (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 $ 1,142,793 including grants of $ 1,044,590 ) (Revenue $   )
EFFECTIVE JUNE 1, 2013, UNITED WAY OF GREATER NASHVILLE PARTNERS WITH GOVERNOR'S EARLY LITERACY FOUNDATION AND THE DOLLYWOOD FOUNDATION TO IMPLEMENT THE IMAGINATION LIBRARY OF MIDDLE TENNESSEE PROGRAM IN DAVIDSON, WILLIAMSON AND SUMNER COUNTIES. IMAGINATION LIBRARY DELIVERS ONE HIGH-QUALITY AND AGE-APPROPRIATE BOOK EACH MONTH TO CHILDREN FROM BIRTH THROUGH AGE FIVE, AT NO COST TO THEIR FAMILIES, REGARDLESS OF INCOME. WITH IMAGINATION LIBRARY COMPLEMENTING THE READ TO SUCCEED PROGRAM, UNITED WAY WILL BE ABLE TO DISPLAY A CLEAR PATH TO LITERACY FOR CHILDREN BEGINNING AT BIRTH. IN 2022, UNITED WAY OF GREATER NASHVILLE DISTRIBUTED 499,327 BOOKS TO CHILDREN IN THE THREE-COUNTY COVERAGE AREA.
(Code:   ) (Expenses $ 1,271,120 including grants of $ 467,719 ) (Revenue $   )
THREE OUT OF FOUR NASHVILLE THIRD GRADERS ARE NOT READING AT GRADE LEVEL, A CHALLENGE NASHVILLE HAS WRESTLED WITH FOR MORE THAN TWO DECADES. UNITED WAY SERVES AS THE LEAD CONVENER FOR A COMMUNITY COLLABORATIVE CALL RAISING READERS NASHVILLE (FORMERLY BLUEPRINT FOR EARLY CHILDHOOD SUCCESS). WE ARE CULTIVATING AN ENVIRONMENT WHERE ALL CHILDREN CAN GROW THE READING SKILLS THEY NEED TO THRIVE BY IMPROVING THE SYSTEMS AND STRUCTURES THAT SUPPORT NASHVILLE'S FAMILIES AND YOUNG CHILDREN. THIS WORK EMPOWERS UNITED WAY'S EARLY CHILDHOOD INITIATIVE, READ TO SUCCEED (RTS). RTS UNITES EARLY CHILDHOOD PROFESSIONALS TO ALIGN KNOWLEDGE, SKILLS AND BEST PRACTICES FOR LIFELONG ACADEMIC SUCCESS AND WELL-BEING FOR CHILDREN AND FAMILIES. RTS PARTNERS WITH LOCAL CHILDCARE CENTERS SERVING VULNERABLE POPULATIONS TO REDUCE RISK FACTORS FOR CHILDREN AND FAMILIES TO PREPARE FOR SUCCESS IN KINDERGARTEN. RTS SERVES OVER 800 STUDENTS WHERE 93% OF THREE- AND FOUR-YEAR-OLDS ARE AT DEVELOPMENTAL LEVEL. BEFORE THE START OF THIS PROGRAM, ONLY 33% OF FOUR-YEAR-OLDS IN THESE CENTERS TESTED AT AVERAGE OR HIGHER ON KINDERGARTEN READINESS ASSESSMENTS. IN THE SPRING OF 2022, 90% AND 92% OF THREE- AND FOUR-YEAR-OLDS MET THEIR LITERACY AND SOCIAL-EMOTIONAL BENCHMARKS FOR KINDERGARTEN READINESS, RESPECTIVELY. READ TO SUCCEED HAS DEMONSTRATED A SUCCESS RATE OF 90% OR HIGHER SINCE 2007. UNITED WAY IMPLEMENTS A COMPLEMENTARY PROGRAM TO RTS TO SUPPORT FIRST-THROUGH-THIRD-GRADE STUDENTS, RAISE YOUR HAND (RYH). RYH IS A STATE OF TENNESSEE APPROVED TUTORING PROGRAM THAT PROVIDES TUTORING SERVICES IN THE MIDDLE TENNESSEE REGION. RYH SUPPORTS EARLY LITERACY INTERVENTION OF FIRST THROUGH THIRD GRADERS, MATCHING TUTORS WITH STUDENTS WHO ARE PERFORMING BELOW GRADE LEVEL IN READING AND MATH. VOLUNTEERS TUTOR IN CLASSROOMS AFTER SCHOOL AND DURING SUMMER. IN SPRING 2022, METRO NASHVILLE COUNCIL APPROVED AND AWARDED UNITED WAY OF GREATER NASHVILLE OVER $5.3 MILLION IN AMERICAN RESCUE PLAN ACT FUNDING TO INCREASE LOW-INCOME FAMILIES' ACCESS TO QUALITY CHILD CARE A LONGSTANDING CRISIS ACROSS GREATER NASHVILLE. UNITED WAY CONTINUES TO LEVERAGE METRO NASHVILLE FUNDING TO STABILIZE TWELVE (12) CHILD CARE CENTER PROVIDERS THAT SERVE LOW-INCOME FAMILIES ON A SLIDING SCALE, REPRESENTING A POPULATION OF FAMILIES SERVED THAT LIVE AT OR BELOW 200% OF THE FEDERAL POVERTY LINE, AND THOSE ENROLLED IN THE TENNESSEE DEPARTMENT OF HUMAN SERVICES ("DHS") SMART STEPS CHILD CARE ASSISTANCE PROGRAM ("SMART STEPS"). THIS FUNDING SUPPORTS ALL TEN (10) READ TO SUCCEED SITES AND TWO (2) ADDITIONAL COMMUNITY-BASED CHILD CARE CENTERS, INCENTIVIZING PROVIDERS FOR THE FIRST TIME TO SERVE MORE FAMILIES IN THIS DEMOGRAPHIC. THESE FUNDS HELP TO FILL THE GAP BETWEEN THE TRUE COST OF HIGH-QUALITY CHILD CARE AND WHAT PARENTS CAN AFFORD TO PAY AND THE STATE'S INCREASING YET INADEQUATE REIMBURSEMENT RATE. AFTER NEARLY 14 MONTHS, UNITED WAY HAS DEPLOYED NEARLY $1.9 MILLION TO ERADICATE THE FINANCIAL LOSS ABSORBED BY CENTERS ANNUALLY.
(Code:   ) (Expenses $ 353,128 including grants of $ 240,011 ) (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 GREATER NASHVILLE. 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 $ 9,253,274 including grants of $ 7,614,208 ) (Revenue $   )
IN 2014, WITH SEED FUNDING FROM THE SIEMER INSTITUTE, UNITED WAY OF GREATER NASHVILLE LAUNCHED THE FAMILY COLLECTIVE-ORIGINALLY THE FAMILY EMPOWERMENT PROGRAM-TO ADDRESS HOMELESSNESS, CONNECT FAMILIES TO SUSTAINABLE OPPORTUNITIES AND DISRUPT CYCLES OF POVERTY. WITH OVER 25 PARTNERS IN 5 COUNTIES, WE ARE WORKING TOGETHER TO REBUILD SYSTEMS TO PREVENT AND END FAMILY HOMELESSNESS. UWGN USES FUNDING FROM THE SIEMER INSTITUTE AND THE DEPARTMENT OF HUMAN SERVICES TO ADMINISTER THIS PROGRAM, SERVING MORE THAN 1,667 WORKING FAMILIES SINCE INCEPTION IN JAN 2019. MORE THAN 779 FAMILIES HAVE BEEN HOUSED OR WERE PREVENTED FROM HOMELESSNESS. THE INITIATIVE PROVIDES AN ARRAY OF WRAP AROUND SERVICES THAT OFFERS CONTINUOUS SUPPORT FOR FAMILIES TO MOVE FROM CRISIS TO THRIVING. IT UTILIZES UNITED WAY COMMUNITY PARTNERS AND FAMILY RESOURCE CENTERS TO LOCATE CASE MANAGERS THROUGHOUT THE CITY. THE PROGRAM ALSO PROVIDES FREE ONE-ON-ONE FINANCIAL COUNSELING THROUGH THE NASHVILLE FINANCIAL EMPOWERMENT CENTER, A UNITED WAY PARTNERSHIP WITH THE MAYOR'S OFFICE TO HELP PARTICIPATING FAMILIES BECOME FINANCIALLY STABLE
4d Other program services (Describe in Schedule O.)
(Expenses $ 22,002,956 including grants of $ 18,098,054 ) (Revenue $   )
4e Total program service expensesMediumBullet41,670,765
Form 990 (2021)
Form 990 (2021)
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
List of Attached Documents:
// Content
.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors? See instructions. Click to see attachment
List of Attached Documents:
// Content
...
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 Rev. Proc. 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
List of Attached Documents:
// Content
.........................
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
List of Attached Documents:
// Content
....
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
List of Attached Documents:
// Content
..............
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
List of Attached Documents:
// Content
..............
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 V......
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
List of Attached Documents:
// Content
...................
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
List of Attached Documents:
// Content
.......
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
List of Attached Documents:
// Content
.......
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
List of Attached Documents:
// Content
............
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
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
......................
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
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
21
Yes
 
Form 990 (2021)
Form 990 (2021)
Page 4
Part IV
Checklist of Required Schedules (continued)
Yes
No
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
List of Attached Documents:
// Content
22
 
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
List of Attached Documents:
// Content
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 or 22 for receivables from or payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part II...........
26
 
No
27
Did the organization provide a grant or other assistance to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or employee thereof, a grant selection committee member, or to a 35% controlled entity (including an employee thereof) 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 the Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, key employee, creator or founder, or substantial contributor? If "Yes," complete Schedule L, Part IV......................
28a
 
No
b
A family member of any individual described in line 28a? If "Yes," complete Schedule L, Part IV.....
28b
 
No
c
A 35% controlled entity of one or more individuals and/or organizations described in line 28a or 28b? 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
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
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 on 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
95
b
Enter the number of Forms W-2G included on 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 (2021)
Form 990 (2021)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance (continued)
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
99
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
 
No
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
 
 
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
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
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 the 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
17
Section 501(c)(21) organizations. Did the trust, any disqualified person, or mine operator engage in any activities that would result in the imposition of an excise tax under section 4951, 4952, or 4953? ..
If "Yes," complete Form 6069.
17
 
 
Form 990 (2021)
Form 990 (2021)
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
45
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
45
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 on 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 on 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 on 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 (1024 or 1024-A, if applicable), 990, and 990-T (section 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 (2021)
Form 990 (2021)
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 the 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, Form 1099-MISC, and/or box 1 of Form 1099-NEC) 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.

See the instructions for the order in which to list the persons above.
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/1099-NEC)
(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)
(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) TIM ADAMS......................................................................
TRUSTEE
2.00
.................
 
X           0 0 0
(2) NELSON ANDREWS......................................................................
TRUSTEE
2.00
.................
 
X           0 0 0
(3) SCOTT BECKER......................................................................
TRUSTEE
2.00
.................
 
X           0 0 0
(4) LEE BLANK......................................................................
CAMPAIGN COMMITTEE CHAIR-TRUSTEE
4.00
.................
 
X   X       0 0 0
(5) KATE CHINN......................................................................
TRUSTEE
2.00
.................
 
X           0 0 0
(6) CHARLIE COOK......................................................................
TRUSTEE
2.00
.................
 
X           0 0 0
(7) JOHN CROSSLIN......................................................................
CHAIR- TRUSTEE
4.00
.................
 
X   X       0 0 0
(8) ROBERT DITTUS......................................................................
STRATEGY COMMITTEE CHAIR- MEMBER AT LARGE
4.00
.................
 
X   X       0 0 0
(9) JOHN DOERGE......................................................................
TRUSTEE
2.00
.................
 
X           0 0 0
(10) MARGARET DOLAN......................................................................
TRUSTEE
2.00
.................
 
X           0 0 0
(11) PAOLO FERRARI......................................................................
TRUSTEE
2.00
.................
 
X           0 0 0
(12) DAVID FREEMAN......................................................................
TRUSTEE
2.00
.................
 
X           0 0 0
(13) REV ROBERT GARDENHIRE......................................................................
TRUSTEE
2.00
.................
 
X           0 0 0
(14) RANDY GIBSON......................................................................
TRUSTEE
2.00
.................
 
X           0 0 0
(15) JIM GINGRICH......................................................................
TRUSTEE
2.00
.................
 
X           0 0 0
(16) HON ALBERTO R GONZALES......................................................................
MEMBER AT LARGE
4.00
.................
 
X   X       0 0 0
(17) LAUREL GRAEFE......................................................................
TRUSTEE
2.00
.................
 
X           0 0 0
Form 990 (2021)
Form 990 (2021)
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/1099-NEC)
(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)
(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) TONY HEARD........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(19) SHANNA JACKSON........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(20) R MILTON JOHNSON........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(21) GREG JONES........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(22) JENNEEN KAUFMAN........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(23) GORDON KNAPP........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(24) WILLIAM C KOCH JR........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(25) RICHARD MANSON........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(26) MICKEY MCKAY........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(27) ROB MCNEILLY........................................................................
MEMBER AT LARGE
4.00
.......................  
X           0 0 0
(28) KRISTI MORROW........................................................................
COMMUNITY IMPACT INVESTMENT COMMITTEE- TRUSTEE
4.00
.......................  
X   X       0 0 0
(29) BURKE NIHILL........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(30) JUNAID ODUBEKO........................................................................
GENERAL COUNSEL- TRUSTEE
4.00
.......................  
X   X       0 0 0
(31) SCOTT POHLMAN........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(32) CHER PORTIES........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(33) BEN L RECHTER........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(34) DEB REINER........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(35) HEATHER ROHAN........................................................................
IMMEDIATE PAST CHAIR-TRUSTEE
4.00
.......................  
X   X       0 0 0
(36) DOUG ROHLEDER........................................................................
SECRETARY- TRUSTEE
4.00
.......................  
X   X       0 0 0
(37) ANNE RUSSELL........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(38) JIM SCHMITZ........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(39) WAYNE SMITH........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(40) BLAKE STINNETTE........................................................................
TREASURER & FINANCE COMMITTEE CHAIR- TRUSTEE
4.00
.......................  
X   X       0 0 0
(41) ERIC STUCKEY........................................................................
MEMBER AT LARGE
4.00
.......................  
X           0 0 0
(42) BRIAN TIBBS........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(43) DAVE WALTON........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(44) JAMES WEAVER........................................................................
VICE-CHAIR/GOV'T RELATIONS CHAIR-TRUSTEE
4.00
.......................  
X   X       0 0 0
(45) EMILY WEISS........................................................................
TRUSTEE
2.00
.......................  
X           0 0 0
(46) BRIAN HASSETT........................................................................
PRESIDENT AND CEO
40.00
.......................  
    X       415,749 0 74,519
(47) COURTNEY BARLAR........................................................................
CHIEF DEVELOPMENT OFFICER
40.00
.......................  
    X       153,706 0 6,641
(48) SUMMOR PENNINGTON........................................................................
CHIEF FINANCIAL OFFICER
40.00
.......................  
    X       185,453 0 16,525
(49) ERICA MITCHELL........................................................................
CHIEF COMMUNITY IMPACT OFFICER
40.00
.......................  
    X       209,455 0 19,099
(50) JENNIFER WRIGHT........................................................................
CHIEF MARKETING OFFICER
40.00
.......................  
    X       149,325 0 17,918
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)...........MediumBullet 1,113,688 0 134,702
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 MediumBullet5
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
ELEVATE CONSULTING

1011 GILLOCK STREET 160466
NASHVILLE,TN37216
COMMUNITY IMPACT CONSULTING 270,706
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet1
Form 990 (2021)
Form 990 (2021)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue
(B)
Related or
exempt
function
revenue
(C)
Unrelated
business
revenue
(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, Grants, and OtherAmt Similar Amounts 1a Federated campaigns..1a 438,392
b Membership dues..1b  
c Fundraising events..1c  
d Related organizations1d  
e Government grants (contributions)1e 24,983,900
f All other contributions, gifts, grants, and similar amounts not included above1f 17,622,763
g Noncash contributions included in lines 1a - 1f:$ 1g 176,566
h Total. Add lines 1a-1f.......MediumBullet 43,045,055
 Program Service RevenueAmt Business Code
2a DESIGNATION SERVICE FE 900099 276,598 276,598    
b
c
d
e
f All other program service revenue.        
g Total. Add lines 2a–2f .....MediumBullet 276,598
 OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ......MediumBullet 559,988     559,988
4 Income from investment of tax-exempt bond proceedsMediumBullet        
5 Royalties...........MediumBullet        
(ii) Personal (i) Real
6a Gross rents     6a
b Less: rental expenses     6b
c Rental income or (loss)     6c
d Net rental income or (loss).......MediumBullet        
(ii) Other (i) Securities
7a Gross amount from sales of assets other than inventory   36,337,265 7a
b Less: cost or other basis and sales expenses   37,415,886 7b
c Gain or (loss)   -1,078,621 7c
d Net gain or (loss).........MediumBullet -1,078,621     -1,078,621
8a Gross income from fundraising events (not including $   of contributions reported on line 1c). See Part IV, line 18 ....
8a  
b Less: direct expenses ... 8b  
c Net income or (loss) from fundraising events..MediumBullet      
9a Gross income from gaming activities.
See Part IV, line 19 ...
9a  
b Less: direct expenses ... 9b  
c Net income or (loss) from gaming activities..MediumBullet        
10a Gross sales of inventory, less
returns and allowances ..
10a  
b Less: cost of goods sold .. 10b  
c Net income or (loss) from sales of inventory..MediumBullet        
Business Code Miscellaneous Revenue
11a EMPLOYEE RETIREMENT PL 900099 359,332     359,332
b MISCELLANEOUS INCOME 900099 46,145     46,145
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet 405,477
12 Total revenue. See instructions.....MediumBullet 43,208,497 276,598 0 -113,156
Form 990 (2021)
Form 990 (2021)
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 .... 35,657,889 35,657,889
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, lines 15 and 16. .............    
4 Benefits paid to or for members .......    
5 Compensation of current officers, directors, trustees, and key employees ........... 1,248,392 408,394 349,059 490,939
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........        
7 Other salaries and wages........ 4,568,042 2,923,601 641,992 1,002,449
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 27,523 26,997 526  
9 Other employee benefits ....... 451,094 309,691 75,285 66,118
10 Payroll taxes ........... 395,581 234,275 58,875 102,431
11 Fees for services (non-employees):        
a Management ......        
b Legal ......... 20,738   20,738  
c Accounting ........... 63,130 10,500 52,630  
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) 1,307,252 1,205,943 35,542 65,767
12 Advertising and promotion .... 196,683 91,810 17,006 87,867
13 Office expenses ....... 347,015 202,704 48,608 95,703
14 Information technology ......        
15 Royalties ..        
16 Occupancy ........... 214,540 152,857 26,623 35,060
17 Travel ............ 55,448 47,296 3,691 4,461
18 Payments of travel or entertainment expenses for any federal, state, or local public officials .        
19 Conferences, conventions, and meetings .... 269,221 104,873 13,746 150,602
20 Interest ...........        
21 Payments to affiliates ....... 334,060 203,712 53,588 76,760
22 Depreciation, depletion, and amortization .. 59,435 37,147 9,501 12,787
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 202,433 53,076 95,788 53,569
b
c
d
e All other expenses        
25 Total functional expenses. Add lines 1 through 24e 45,418,476 41,670,765 1,503,198 2,244,513
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 (2021)
Form 990 (2021)
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 ......... 7,871,141 2 10,257,565
3 Pledges and grants receivable, net ...... 13,998,549 3 13,867,243
4 Accounts receivable, net .............   4  
5 Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
  5  
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
  6  
7 Notes and loans receivable, net ...........   7  
8 Inventories for sale or use ............   8  
9 Prepaid expenses and deferred charges ...... 137,530 9 106,873
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 3,270,434
b Less: accumulated depreciation 10b 2,827,654 384,157 10c 442,780
11 Investments—publicly traded securities . 48,566,548 11 39,350,943
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 ........... 918,014 15 1,080,816
16 Total assets. Add lines 1 through 15 (must equal line 33)... 71,875,939 16 65,106,220
Liabilities 17 Accounts payable and accrued expenses ..... 1,625,613 17 2,649,114
18 Grants payable ... 8,065,469 18 9,570,221
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 any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
  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 624,923 25 346,827
26 Total liabilities. Add lines 17 through 25.. 10,316,005 26 12,566,162
Net Assets or Fund Balance Organizations that follow FASB ASC 958, check here MediumBullet and complete lines 27, 28, 32, and 33.
27 Net assets without donor restrictions .......... 37,397,055 27 31,489,377
28 Net assets with donor restrictions ........... 24,162,879 28 21,050,681
Organizations that do not follow FASB ASC 958, check here MediumBullet and complete lines 29 through 33.
29 Capital stock or trust principal, or current funds .....   29  
30 Paid-in or capital surplus, or land, building or equipment fund ...   30  
31 Retained earnings, endowment, accumulated income, or other funds   31  
32 Total net assets or fund balances ........... 61,559,934 32 52,540,058
33 Total liabilities and net assets/fund balances ........ 71,875,939 33 65,106,220
Form 990 (2021)
Form 990 (2021)
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
43,208,497
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
45,418,476
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
-2,209,979
4
Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..
4
61,559,934
5
Net unrealized gains (losses) on investments ...............
5
-6,809,897
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 32, column (B))
10
52,540,058
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 on
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 (2021)
Form 990 (2021)
Additional Data


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

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 instructions and the latest information.
OMB No. 1545-0047
2022
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) 2022

Schedule A (Form 990) 2022
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization failed 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) 2018 (b) 2019 (c) 2020 (d) 2021 (e) 2022 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. 24,702,846 33,164,153 45,954,324 56,545,485 43,079,435 203,446,243
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 24,702,846 33,164,153 45,954,324 56,545,485 43,079,435 203,446,243
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. 203,446,243
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2018 (b) 2019 (c) 2020 (d) 2021 (e) 2022 (f) Total
7 Amounts from line 4.. 24,702,846 33,164,153 45,954,324 56,545,485 43,079,435 203,446,243
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... 247,994 281,868 228,136 358,711 559,988 1,676,697
9 Net income from unrelated business activities, whether or not the business is regularly carried on.. 12,000 12,000 1,000   0 25,000
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 10 205,147,940
12
12
682,075
13
First 5 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
99.170 %
15
15
99.250 %
16a
33 1/3% support test—2022. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization .......................right arrow
b
33 1/3% support test—2021. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow
17a
10%-facts-and-circumstances test—2022. If the organization did not check a box on line 13, 16a, or 16b, and line 14 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow
b
10%-facts-and-circumstances test—2021. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow
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) 2022

Schedule A (Form 990) 2022
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) 2018 (b) 2019 (c) 2020 (d) 2021 (e) 2022 (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) 2018 (b) 2019 (c) 2020 (d) 2021 (e) 2022 (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 on 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
First 5 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
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
33 1/3% support tests-2022. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow
b
33 1/3% support tests—2021. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ..... right arrow
20
Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .... right arrow
Schedule A (Form 990) 2022

Schedule A (Form 990) 2022
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, of Part I, complete Sections A and B. If you checked box 12b, of Part I, complete Sections A and C. If you checked box 12c, of Part I, complete Sections A, D, and E. If you checked box12d, 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 lines 3b and 3c 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 box 12a or 12b in Part I, answer lines 4b and 4c 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 lines 5b and 5c 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) .
7
 
 
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described on line 7? If “Yes,” complete Part I of Schedule L (Form 990).
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 on 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 on 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) 2022

Schedule A (Form 990) 2022
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 on lines 11b and 11c below, the governing body of a supported organization?
11a
 
 
b
A family member of a person described on 11a above?
11b
 
 
c
A 35% controlled entity of a person described on line 11a or 11b above? If “Yes” to 11a, 11b, or 11c, provide detail in Part VI.
11c
 
 
Section B. Type I Supporting Organizations
Yes
No
1
Did the officers, 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 line 2 above, 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 lines 2a and 2b 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 on line 2a, above 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 lines 3a and 3b 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?If "Yes" or "No", 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) 2022

Schedule A (Form 990) 2022
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 0.015 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 0.035 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) 2022

Schedule A (Form 990) 2022
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 1  
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in
excess of income from activity
2  
3 Administrative expenses paid to accomplish exempt purposes of supported organizations 3  
4 Amounts paid to acquire exempt-use assets 4  
5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI) 5  
6 Other distributions (describe in Part VI). See instructions 6  
7Total annual distributions. Add lines 1 through 6. 7  
8 Distributions to attentive supported organizations to which the organization is responsive (provide
details in Part VI
). See instructions
8  
9 Distributable amount for 2022 from Section C, line 6 9  
10 Line 8 amount divided by Line 9 amount 10  
Section E - Distribution Allocations (see instructions) (i)
Excess Distributions
(ii)
Underdistributions
Pre-2022
(iii)
Distributable
Amount for 2022
1 Distributable amount for 2022 from Section C, line 6  
2 Underdistributions, if any, for years prior to 2022 (reasonable cause required-- explain in Part VI).
See instructions.
 
3 Excess distributions carryover, if any, to 2022:
a From 2017.......  
b From 2018.......  
c From 2019.......  
d From 2020.......  
e From 2021.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2022 distributable amount  
i Carryover from 2017 not applied (see
instructions)
 
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.  
4Distributions for 2022 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2022 distributable amount  
c Remainder. Subtract lines 4a and 4b from line 4.  
5 Remaining underdistributions for years prior to
2022, 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 2022. 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 2023. Add lines
3j and 4c.
 
8 Breakdown of line 7:
a Excess from 2018.....  
b Excess from 2019.....  
c Excess from 2020.....  
d Excess from 2021.....  
e Excess from 2022.....  
Schedule A (Form 990) (2022)

Schedule A (Form 990) 2022
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) 2022


Additional Data


Software ID:  
Software Version:  
Schedule B
(Form 990)
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
2022
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) (2022)
Schedule B (Form 990) (2022) Page 2
Name of organization
UNITED WAY OF MIDDLE TENNESSEE INC
 
Employer identification number
62-0533104
Part I
Contributors
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
RESTRICTED
 
 
 
 
  ,    

$ RESTRICTED


(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) (2022)
Schedule B (Form 990) (2022)
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) (2022)
Schedule B (Form 990) (2022)
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) (2022)
Additional Data


Software ID:  
Software Version:  
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 instructions and the latest information.
OMB No. 1545-0047
2021
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 FASB 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 FASB 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 FASB 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) 2021

Schedule D (Form 990) 2021
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 .... 18,164,021 16,797,648 14,592,770 10,276,086 11,356,159
b Contributions ... 127,602 24,400 169,826 2,537,900  
c Net investment earnings, gains, and losses -2,749,259 2,098,691 2,652,247 2,346,063 540,416
d Grants or scholarships ...          
e Other expenditures for facilities
and programs ...
739,000 681,200 550,000 525,000 497,000
f Administrative expenses .... 69,465 75,518 67,195 42,279 42,656
g End of year balance ...... 14,733,899 18,164,021 16,797,648 14,592,770 10,276,087
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet34.100 %
b
Permanent endowment SchDMd Bullet51.600 %
c
Term endowment SchDMd Bullet14.300 %
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   731,205 681,191 50,014
d Equipment ....   1,297,824 1,177,773 120,051
e Other .....        
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..SchDMdBullet 442,780
Schedule D (Form 990) 2021

Schedule D (Form 990) 2021
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  
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 346,827
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) 2021

Schedule D (Form 990) 2021
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 33,004,611
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a -6,809,897
b Donated services and use of facilities ......... 2b 133,391
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d ..................... 2e -6,676,506
3 Subtract line 2e from line 1.................. 3 39,681,117
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 3,527,380
c Add lines 4a and 4b.................... 4c 3,527,380
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 43,208,497
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 42,024,487
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities ......... 2a 133,391
b Prior year adjustments ............ 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d.................... 2e 133,391
3 Subtract line 2e from line 1................... 3 41,891,096
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 3,527,380
c Add lines 4a and 4b..................... 4c 3,527,380
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 45,418,476
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 3,527,380.
PART XII, LINE 4B - OTHER ADJUSTMENTS: CAMPAIGN CONTRIBUTIONS DESIGNATED TO SPECIFIC AGENCIES 3,527,380.
Schedule D (Form 990) 2021


Additional Data


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Software Version:  





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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
2022
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) 15TH AVENUE NORTH LEARNING ACA
1417 CHARLOTTE AVE
NASHVILLE,TN37203
47-2487996 501(C)3 132,536 0     SUB-RECIPIENT
(2) 23RD DISTRICT ADVOCACY
PO BOX 468
CHARLOTTE,TN37036
20-2249106 501(C)3 6,130 0     CIF
(3) 413 STRONG
PO BOX 101425
NASHVILLE,TN37224
47-1939832 501(C)3 150,000 0     SUB-RECIPIENT
(4) 413 STRONG
PO BOX 101425
NASHVILLE,TN37224
47-1939832 501(C)3 37,000 0     CIF
(5) A BETOR WAY
585 SHADY HOLLOW COVE
EADS,TN38028
82-1516718 501(C)3 8,988 0     SUB-RECIPIENT
(6) ABE'S GARDEN
115 WOODMONT BLVD
NASHVILLE,TN37215
06-1818302 501(C)3 7,037 0     DONOR DIRECTED DESIGNATIONS
(7) AFFORDABLE HOUSING RESOURCES
50 VANTAGE WAY 107
NASHVILLE,TN37228
58-1857324 501(C)3 547,250 0     SUB-RECIPIENT
(8) AGAPE
4555 TROUSDALE DR
NASHVILLE,TN37204
62-0760716 501(C)3 9,183 0     DONOR DIRECTED DESIGNATIONS
(9) ALIVE HOSPICE INC
1718 PATTERSON STREET
NASHVILLE,TN37203
62-0983550 501(C)3 62,407 0     DONOR DIRECTED DESIGNATIONS
(10) ALZHEIMER'S ASSOCIATION OF MID
478 CRAIGHEAD STREET SUITE 200
NASHVILLE,TN37204
62-1860364 501(C)3 11,081 0     DONOR DIRECTED DESIGNATIONS
(11) AMERICAN CANCER SOCIETY
2000 CHARLOTTE AVE
NASHVILLE,TN37203
13-1788491 501(C)3 9,519 0     DONOR DIRECTED DESIGNATIONS
(12) AMERICAN JEWISH JOINT DISTRIBU
220 EAST 42ND STREET
NEW YORK,NY10017
13-1656634 501(C)3 144,474 0     DONOR DIRECTED DESIGNATIONS
(13) AMERICAN RED CROSS DAVIDSON
2201 CHARLOTTE AVENUE
NASHVILLE,TN37203
53-0196605 501(C)3 89,555 0     CIF
(14) AMERICAN RED CROSS DAVIDSON
2201 CHARLOTTE AVENUE
NASHVILLE,TN37203
53-0196605 501(C)3 32,962 0     DONOR DIRECTED DESIGNATIONS
(15) ARC OF WILLIAMSON COUNTY
129 WEST FOWLKES STREET SUITE 151
FRANKLIN,TN37064
62-6019147 501(C)3 23,000 0     CIF
(16) ASMT INC (AUTISM TENNESSEE)
955 WOODLAND ST
NASHVILLE,TN37206
27-1003749 501(C)3 5,931 0     DONOR DIRECTED DESIGNATIONS
(17) BEGIN ANEW
1111 FOSTER AVE
NASHVILLE,TN37210
76-0718734 501(C)3 21,000 0     CIF
(18) BETHANY CHRISTIAN SERVICES
220 ATHENS WAY SUITE 405
NASHVILLE,TN37228
20-1204075 501(C)3 10,000 0     CIF
(19) BETHLEHEM CENTER
1417 CHARLOTTE AVENUE
NASHVILLE,TN37203
62-0843073 501(C)3 124,890 0     SUB-RECIPIENT
(20) BETHLEHEM CENTER
1417 CHARLOTTE AVENUE
NASHVILLE,TN37203
62-0843073 501(C)3 58,500 0     CIF
(21) BETHSEDA CENTER
108 SOUTH MAIN STREET
ASHLAND CITY,TN37015
58-2015542 501(C)3 13,436 0     CIF
(22) BIG BROTHERS BIG SISTERS MIDDL
1704 CHARLOTTE AVE SUITE 130
NASHVILLE,TN37203
23-7056024 501(C)3 79,693 0     CIF
(23) BIG BROTHERS BIG SISTERS MIDDL
1704 CHARLOTTE AVE SUITE 130
NASHVILLE,TN37203
23-7056024 501(C)3 11,164 0     DONOR DIRECTED DESIGNATIONS
(24) BLUE MONARCH
P O BOX 1207
MONTEAGLE,TN37356
82-0584070 501(C)3 31,668 0     DONOR DIRECTED DESIGNATIONS
(25) BOUNDLESS FINANCIAL & CONSULTI
2066 TROUT TRAIL SUITE A
MURFREESBORO,TN37129
85-4352482 501(C)3 135,773 0     SUB-RECIPIENT
(26) BOY SCOUTS OF AMERICA MIDDLE T
3414 HILLSBORO PIKE
NASHVILLE,TN37215
62-0477729 501(C)3 32,500 0     CIF
(27) BOY SCOUTS OF AMERICA MIDDLE T
3414 HILLSBORO PIKE
NASHVILLE,TN37215
62-0477729 501(C)3 8,547 0     DONOR DIRECTED DESIGNATIONS
(28) BOYS & GIRLS CLUB FRANKLIN WIL
129 W FOWLKES STREET SUITE 1000
FRANKLIN,TN37064
62-0540402 501(C)3 94,500 0     CIF
(29) BOYS & GIRLS CLUB MIDDLE TENNE
1704 CHARLOTTE AVENUE SUITE 200
NASHVILLE,TN37203
62-0540402 501(C)3 13,272 0     DONOR DIRECTED DESIGNATIONS
(30) BOYS & GIRLS CLUB RUTHERFORD
PO BOX 3343
MURFREESBORO,TN37133
47-4334308 501(C)3 7,560 0     DONOR DIRECTED DESIGNATIONS
(31) BOYS & GIRLS CLUBS MAURY
210 WEST 8TH STREET
COLUMBIA,TN38401
62-1611131 501(C)3 6,576 0     DONOR DIRECTED DESIGNATIONS
(32) BRIDGES OF WILLIAMSON COUNTY
PO BOX 1592
FRANKLIN,TN37065
62-1753127 501(C)3 180,000 0     CIF
(33) BRIDGES OF WILLIAMSON COUNTY
PO BOX 1592
FRANKLIN,TN37065
62-1753127 501(C)3 10,868 0     DONOR DIRECTED DESIGNATIONS
(34) COPE INC
PO BOX 732
SPRINGFILED,TN37172
58-1656080 501(C)3 11,250 0     CIF
(35) CAFE MOMENTUM NASHVILLE CORPOR
4636 LEBANON PIKE 168
HERMITAGE,TN37076
87-1425137 501(C)3 150,000 0     SUB-RECIPIENT
(36) CASA
340 21ST AVE
NASHVILLE,TN37206
62-1203459 501(C)3 20,000 0     CIF
(37) CATHOLIC CHARITIES OF TENNESSE
2806 MCGAVOCK PIKE
NASHVILLE,TN37214
62-0679520 501(C)3 1,092,465 0     SUB-RECIPIENT
(38) CATHOLIC CHARITIES OF TENNESSE
2806 MCGAVOCK PIKE
NASHVILLE,TN37214
62-0679520 501(C)3 480,500 0     CIF
(39) CATHOLIC CHARITIES OF TENNESSE
2806 MCGAVOCK PIKE
NASHVILLE,TN37214
62-0679520 501(C)3 41,020 0     DONOR DIRECTED DESIGNATIONS
(40) CENTER FOR LIVING AND LEARNING
PO BOX 50272
NASHVILLE,TN37205
58-1742628 501(C)3 55,500 0     CIF
(41) CHANNELS OF LOVE MINISTRIES I
1026 MCCALLIE AVENUE
CHATTANOOGA,TN37403
58-2067484 501(C)3 53,542 0     SUB-RECIPIENT
(42) CHATTANOOGA CARES INC
1000 EAST THIRD STREET
CHATTANOOGA,TN37403
37-1551739 501(C)3 246,146 0     SUB-RECIPIENT
(43) CHEATHAM COUNTY
102 ELIZABETH ST
ASHLAND CITY,TN37015
62-6000526 CHEATHAM COUNTY SCHO 108,998 0     SUB-RECIPIENT
(44) CHEROKEE HEALTH
6350 WEST ANDREW JOHNSON HIGHWAY
TALBOTT,TN37877
62-0637925 501(C)3 40,588 0     SUB-RECIPIENT
(45) CHI MEMORIAL INFECTIOUS DISEAS
5600 BRAINERD RD SUITE 500
CHATTANOOGA,TN37411
03-0417049 501(C)3 9,772 0     SUB-RECIPIENT
(46) CHILD ADVOCACY CENTER ROBERTSO
406 N MAIN STREET
SPRINGFIELD,TN37172
62-1553913 501(C)3 6,375 0     CIF
(47) CHILDREN & FAMILY SERVICES IN
PO BOX 845
COVINGTON,TN38409
62-1166322 501(C)3 141,631 0     SUB-RECIPIENT
(48) CHRISTIAN COMMUNITY SERVICES
601 BENTON AVENUE
NASHVILLE,TN37204
62-1702753 501(C)3 10,000 0     CIF
(49) CLARKSVILLE-MONTGOMERY INTERVE
1778 ASHLAND CITY ROAD SUITE B
CLARKSVILLE,TN37043
58-1694616 501(C)3 5,955 0     SUB-RECIPIENT
(50) COLUMBIA CARES INC
1202 SOUTH JAMES CAMPBELL BLVD
SUITE 8B
COLUMBIA,TN38401
62-1513020 501(C)3 185,746 0     SUB-RECIPIENT
(51) COLUMBIA STATE COMMUNITY COLLE
1665 HAMPSHIRE PIKE
COLUMBIA,TN38401
23-7106327 501(C)3 297,000 0     SUB-RECIPIENT
(52) COMMUNITIES IN SCHOOLS OF TENN
1207 18TH AVENUE SOUTH
NASHVILLE,TN37212
46-1196944 501(C)3 15,000 0     CIF
(53) COMMUNITY CHILD CARE WILLIAMSO
129 W FOWLKES ST
FRANKLIN,TN37064
62-0852972 501(C)3 165,000 0     CIF
(54) COMMUNITY FOUNDATION OF MIDDLE
3833 CLEGHORN AVENUE SUITE 400
NASHVILLE,TN37215
62-1471789 501(C)3 88,287 0     DONOR DIRECTED DESIGNATIONS
(55) COMMUNITY FOUNDATION OF MIDDLE
3833 CLEGHORN AVENUE SUITE 400
NASHVILLE,TN37215
62-1471789 501(C)3 42,000 0     SUB-RECIPIENT
(56) COMMUNITY HEALTH CHARITIES OF
PO BOX 75153
BALTIMORE,MD22175
23-7456385 501(C)3 112,348 0     DONOR DIRECTED DESIGNATIONS
(57) COMMUNITY HEALTH SOLUTIONS SCH
VANDERBILT UNIVERSITY STATION 17
NASHVILLE,TN37232
62-0476822 501(C)3 89,500 0     CIF
(58) COMMUNITY HELPERS INC
1809 MEMORIAL BLVD
MURFREESBORO,TN37129
58-1483422 501(C)3 339,910 0     SUB-RECIPIENT
(59) COMMUNITY HOUSING PARTNERSHIP
129 W FOWLKES STREET SUITE 124
FRANKLIN,TN37064
62-1572386 501(C)3 52,000 0     CIF
(60) COMMUNITY RESOURCE CENTER
218 OMOHUNDRO PLACE
NASHVILLE,TN37210
62-1308387 501(C)3 15,000 0     SUB-RECIPIENT
(61) COMMUNITY SHARES OF TENNESSEE
955 WOODLAND STREET
NASHVILLE,TN37206
62-1233685 501(C)3 48,492 0     DONOR DIRECTED DESIGNATIONS
(62) CONEXION AMERICAS
2195 NOLENSVILLE PIKE
NASHVILLE,TN37211
62-1715618 501(C)3 140,000 0     CIF
(63) CONEXION AMERICAS
2195 NOLENSVILLE PIKE
NASHVILLE,TN37211
62-1715618 501(C)3 53,695 0     SUB-RECIPIENT
(64) CONEXION AMERICAS
2195 NOLENSVILLE PIKE
NASHVILLE,TN37211
62-1715618 501(C)3 6,805 0     DONOR DIRECTED DESIGNATIONS
(65) CONGREGATIONAL HEALTH & EDUCAT
1818 ALBION STREET
NASHVILLE,TN37208
82-2358735 501(C)3 109,450 0     SUB-RECIPIENT
(66) CONNECTUS HEALTH
601 BENTON AVE
NASHVILLE,TN37204
62-1438461 501(C)3 14,000 0     SUB-RECIPIENT
(67) CORNER TO CORNER
604 GALLATIN AVE SUITE 214
NASHVILLE,TN37206
47-3007704 501(C)3 10,750 0     SUB-RECIPIENT
(68) COUNCIL FOR ALCOHOL & DRUG ABU
207 SPEARS AVE
CHATTANOGGA,TN37405
62-0716063 501(C)3 41,625 0     SUB-RECIPIENT
(69) CROHNS AND COLITIS FOUNDATION
PO BOX 2145
BRENTWOOD,TN37024
13-6193105 501(C)3 5,456 0     DONOR DIRECTED DESIGNATIONS
(70) CUL2VATE
PO BOX 2806
BRENTWOOD,TN37024
46-1086070 501(C)3 6,767 0     DONOR DIRECTED DESIGNATIONS
(71) CUMBERLAND CRISIS PREGNANCY CE
P O BOX 1037
HENDERSONVILLE,TN37077
58-1705496 501(C)3 8,059 0     DONOR DIRECTED DESIGNATIONS
(72) CURREY INGRAM ACADEMY
6544 MURRAY LANE
BRENTWOOD,TN37027
62-1296326 501(C)3 5,322 0     DONOR DIRECTED DESIGNATIONS
(73) DICKSON COUNTY COMMUNITY CLINIC
114 HWY 70 E SUITE A-5
DICKSON,TN37055
20-2882653 501(C)3 25,000 0     CIF
(74) DOMINION FINANCIAL MANAGEMENT
PO BOX 1512
SMYRNA,TN37167
56-2140536 501(C)3 37,980 0     SUB-RECIPIENT
(75) DOORS OF HOPE
428 E BELL ST
MURFREESBORO,TN37130
27-4987364 501(C)3 145,194 0     SUB-RECIPIENT
(76) EIGHTEENTH AVENUE FAMILY ENRIC
1811 OSAGE STREET
NASHVILLE,TN37208
62-0562855 501(C)3 115,688 0     SUB-RECIPIENT
(77) EIGHTEENTH AVENUE FAMILY ENRIC
1811 OSAGE STREET
NASHVILLE,TN37208
62-0562855 501(C)3 74,000 0     CIF
(78) ELAM MENTAL HEALTH CENTER
1005 DR DB TODD BLVD
NASHVILLE,TN37208
62-0488046 501(C)3 23,671 0     SUB-RECIPIENT
(79) EXCHANGE CLUB FAMILY CENTER I
139 THOMPSON LN
NASHVILLE,TN37211
62-1237360 501(C)3 51,500 0     CIF
(80) FAITH FAMILY MEDICAL CLINIC
326 21ST AVE N
NASHVILLE,TN37203
62-1816811 501(C)3 74,000 0     CIF
(81) FAITH FAMILY MEDICAL CLINIC
326 21ST AVE N
NASHVILLE,TN37203
62-1816811 501(C)3 14,000 0     SUB-RECIPIENT
(82) FAITH FAMILY MEDICAL CLINIC
326 21ST AVE N
NASHVILLE,TN37203
62-1816811 501(C)3 10,796 0     DONOR DIRECTED DESIGNATIONS
(83) FAMILY & CHILDREN'S SERVICES
2400 CLIFTON AVE
NASHVILLE,TN37209
62-0499284 501(C)3 75,000 0     CIF
(84) FANNIE BATTLE DAY HOME
108 CHAPEL AVE
NASHVILLE,TN37206
62-0476290 501(C)3 120,096 0     SUB-RECIPIENT
(85) FANNIE BATTLE DAY HOME
108 CHAPEL AVE
NASHVILLE,TN37206
62-0476290 501(C)3 76,000 0     CIF
(86) FIFTYFORWARD
174 RAINS AVENUE
NASHVILLE,TN37203
62-0566419 501(C)3 297,400 0     CIF
(87) FIFTYFORWARD
174 RAINS AVENUE
NASHVILLE,TN37203
62-0566419 501(C)3 18,083 0     DONOR DIRECTED DESIGNATIONS
(88) FIRST STEPS INC
1900 GRAYBAR LANE
NASHVILLE,TN37215
62-0674974 501(C)3 123,000 0     CIF
(89) FIRST STEPS INC
1900 GRAYBAR LANE
NASHVILLE,TN37215
62-0674974 501(C)3 9,929 0     SUB-RECIPIENT
(90) FRANKLIN COMMUNITY DEVELOPMENT
200 DEVROW COURT
FRANKLIN,TN37064
62-1396370 501(C)3 62,720 0     SUB-RECIPIENT
(91) FRIENDS FOR LIFE CORP
43 N CLEVELAND ST
MEMPHIS,TN38104
62-1511959 501(C)3 87,052 0     SUB-RECIPIENT
(92) FRIST ART MUSEUM
919 BROADWAY
NASHVILLE,TN37203
62-1731492 501(C)3 15,027 0     DONOR DIRECTED DESIGNATIONS
(93) FRONTIER HEALTH
PO BOX 9054
GRAY,TN37615
62-0582605 501(C)3 123,730 0     SUB-RECIPIENT
(94) GENTRY'S EDUCATIONAL FOUNDATIO
4221 WARREN ROAD
FRANKLIN,TN37064
27-1202003 501(C)3 182,956 0     SUB-RECIPIENT
(95) GEODIS FOUNDATION
7101 EXECUTIVE CENTER DR SUITE 333
BRENTWOOD,TN37207
27-3883499 501(C)3 10,868 0     DONOR DIRECTED DESIGNATIONS
(96) GIDEONS ARMY
600 28TH AVE N
NASHVILLE,TN37209
82-1741628 501(C)3 9,259 0     SUB-RECIPIENT
(97) GILDA'S CLUB OF NASHVILLE
1707 DIVISION ST
NASHVILLE,TN37203
62-1614190 501(C)3 9,457 0     DONOR DIRECTED DESIGNATIONS
(98) GIRL SCOUTS OF MIDDLE TENNESSE
4522 GRANNY WHITE PIKE
NASHVILLE,TN37204
62-0589380 501(C)3 6,425 0     DONOR DIRECTED DESIGNATIONS
(99) GOODWILL INDUSTRIES OF MIDDLE
937 HERMAN STREET
NASHVILLE,TN37208
62-0599413 501(C)3 34,500 0     CIF
(100) GRACEWORKS MINISTRIES INC
104 SOUTHEAST PKWY SUITE 100
FRANKLIN,TN37064
62-1584204 501(C)3 105,749 0     SUB-RECIPIENT
(101) GRACEWORKS MINISTRIES INC
104 SOUTHEAST PKWY SUITE 100
FRANKLIN,TN37064
62-1584204 501(C)3 75,800 0     CIF
(102) GRACEWORKS MINISTRIES INC
104 SOUTHEAST PKWY SUITE 100
FRANKLIN,TN37064
62-1584204 501(C)3 28,657 0     DONOR DIRECTED DESIGNATIONS
(103) GREATER FAITH COMMUNITY ACTION
PO BOX 215
SPRINGFIELD,TN37172
90-0139322 501(C)3 6,375 0     CIF
(104) HABITAT FOR HUMANITY NASHVILLE
414 HARDING PLACE SUITE 100
NASHVILLE,TN37211
58-1636286 501(C)3 15,000 0     CIF
(105) HABITAT FOR HUMANITY NASHVILLE
414 HARDING PLACE SUITE 100
NASHVILLE,TN37211
58-1636286 501(C)3 8,097 0     DONOR DIRECTED DESIGNATIONS
(106) HANDS ON NASHVILLE
2525 PERIMETER PLACE DR SUITE 121
NASHVILLE,TN37214
62-1451078 501(C)3 30,250 0     SUB-RECIPIENT
(107) HANDS ON NASHVILLE
2525 PERIMETER PLACE DR SUITE 121
NASHVILLE,TN37214
62-1451078 501(C)3 5,183 0     DONOR DIRECTED DESIGNATIONS
(108) HAROLD GRINSPOON FOUNDATION
67 HUNT ST SUITE 100
AGAWAM,MA01001
04-6685725 501(C)3 25,000 0     DONOR DIRECTED DESIGNATIONS
(109) HIGH HOPES
301 HIGH HOPES CT
FRANKLIN,TN37064
62-1210720 501(C)3 43,000 0     CIF
(110) HOPE CLINIC FOR WOMEN
1810 HAYES ST
NASHVILLE,TN37203
62-1164825 501(C)3 7,304 0     DONOR DIRECTED DESIGNATIONS
(111) HOUSING FUND
PO BOX 281345
NASHVILLE,TN37228
62-1632388 501(C)3 109,450 0     SUB-RECIPIENT
(112) INSIGHT COUNSELING CENTERS IN
PO BOX 50242
NASHVILLE,TN37205
58-1731899 501(C)3 22,279 0     SUB-RECIPIENT
(113) INSIGHT COUNSELING CENTERS IN
PO BOX 50242
NASHVILLE,TN37205
58-1731899 501(C)3 15,000 0     CIF
(114) INTERFAITH DENTAL CLINIC
600 HILL AVENUE SUITE 101
NASHVILLE,TN37210
62-1567615 501(C)3 139,575 0     CIF
(115) INTERFAITH DENTAL CLINIC
600 HILL AVENUE SUITE 101
NASHVILLE,TN37210
62-1567615 501(C)3 14,000 0     SUB-RECIPIENT
(116) JEWISH BOOK COUNCIL
520 8TH AVE 4TH FLOOR
NEW YORK,NY10018
13-3737760 501(C)3 12,500 0     DONOR DIRECTED DESIGNATIONS
(117) JEWISH FEDERATION OF NASHVILLE
801 PERCY WARNER BLVD
NASHVILLE,TN37205
62-6077703 501(C)3 118,608 0     DONOR DIRECTED DESIGNATIONS
(118) JEWISH FEDERATION OF SOUTH PAL
9901 DONNA KLEIN BLVD
BOCA RATON,FL33428
59-1945109 501(C)3 41,800 0     DONOR DIRECTED DESIGNATIONS
(119) JEWISH FEDERATIONS OF NORTH AM
25 BROADWAY 1700
NEW YORK,NY10004
13-1624240 501(C)3 50,000 0     DONOR DIRECTED DESIGNATIONS
(120) JUNIOR ACHIEVEMENT OF MIDDLE T
120 POWELL PLACE
NASHVILLE,TN37204
62-0582571 501(C)3 15,000 0     CIF
(121) JUNIOR ACHIEVEMENT OF MIDDLE T
120 POWELL PLACE
NASHVILLE,TN37204
62-0582571 501(C)3 10,597 0     DONOR DIRECTED DESIGNATIONS
(122) JUVENILE DIABETES FOUNDATION
105 WESTPARK DRIVE
BRENTWOOD,TN37027
22-2519499 501(C)3 5,302 0     DONOR DIRECTED DESIGNATIONS
(123) KEVA INC
PO BOX 70771
NASHVILLE,TN37207
82-1982417 501(C)3 54,725 0     SUB-RECIPIENT
(124) KING'S DAUGHTERS DAY HOME
590 NORTH DUPONT AVE
MADISON,TN37115
62-0729602 501(C)3 108,000 0     CIF
(125) KING'S DAUGHTERS DAY HOME
590 NORTH DUPONT AVE
MADISON,TN37115
62-0729602 501(C)3 72,136 0     SUB-RECIPIENT
(126) KNOXVILLE-KNOX COUNTY CAC ON A
PO BOX 51650
KNOXVILLE,TN37950
62-6007979 501(C)3 28,750 0     SUB-RECIPIENT
(127) LEGAL AID SOCIETY OF MIDDLE TE
1321 MURFREESBORO PK SUITE 400
NASHVILLE,TN37217
62-0800756 501(C)3 106,000 0     CIF
(128) LEGAL AID SOCIETY OF MIDDLE TE
1321 MURFREESBORO PK SUITE 400
NASHVILLE,TN37217
62-0800756 501(C)3 16,092 0     DONOR DIRECTED DESIGNATIONS
(129) MAKE A WISH FOUNDATION OF MIDD
600 HILL AVE
NASHVILLE,TN37210
62-1833327 501(C)3 5,531 0     DONOR DIRECTED DESIGNATIONS
(130) MARTHA O'BRYAN CENTER
711 SOUTH 7TH STREET
NASHVILLE,TN37206
62-0477728 501(C)3 641,869 0     SUB-RECIPIENT
(131) MARTHA O'BRYAN CENTER
711 SOUTH 7TH STREET
NASHVILLE,TN37206
62-0477728 501(C)3 238,000 0     CIF
(132) MARTHA O'BRYAN CENTER
711 SOUTH 7TH STREET
NASHVILLE,TN37206
62-0477728 501(C)3 20,080 0     DONOR DIRECTED DESIGNATIONS
(133) MATTHEW 25 INC
PO BOX 158461
NASHVILLE,TN37215
58-1673641 501(C)3 6,380 0     DONOR DIRECTED DESIGNATIONS
(134) MATTHEW WALKER COMPREHENSIVE H
1035 14TH AVENUE NORTH
NASHVILLE,TN37208
62-1035426 501(C)3 61,071 0     SUB-RECIPIENT
(135) MCNEILLY CENTER FOR CHILDREN
400 MERIDIAN STREET
NASHVILLE,TN37207
62-0479366 501(C)3 372,000 0     CIF
(136) MCNEILLY CENTER FOR CHILDREN
400 MERIDIAN STREET
NASHVILLE,TN37207
62-0479366 501(C)3 271,761 0     SUB-RECIPIENT
(137) MDHA HOUSING TRUST CORPORATION
701 SOUTH SIXTH STREET
NASHVILLE,TN37206
58-1803918 501(C)3 138,831 0     SUB-RECIPIENT
(138) MEAE WELLNESS
2918 HEATHERFIELD DRIVE
WOODLAWN,TN37191
33-1192154 501(C)3 7,263 0     SUB-RECIPIENT
(139) MEHARRY MEDICAL COLLEGE
1005 D B TODD BLVD
NASHVILLE,TN37208
62-0488046 501(C)3 15,000 0     CIF
(140) MEHARRY MEDICAL COLLEGE
1005 D B TODD BLVD
NASHVILLE,TN37208
62-0488046 501(C)3 9,676 0     DONOR DIRECTED DESIGNATIONS
(141) MEHARRY MEDICAL COLLEGE
1005 D B TODD BLVD
NASHVILLE,TN37208
62-0488046 501(C)3 22,356 0     SUB-RECIPIENT
(142) MEMPHIS PUBLIC LIBRARY - LINC
3030 POPLAR AVENUE
MEMPHIS,TN38111
62-6000361 501(C)3 30,090 0     SUB-RECIPIENT
(143) MERCY COMMUNITY HEALTHCARE
1113 MURFREESBORO ROAD SUITE 319
FRANKLIN,TN37064
62-1781969 501(C)3 66,663 0     CIF
(144) MERCY COMMUNITY HEALTHCARE
1113 MURFREESBORO ROAD SUITE 319
FRANKLIN,TN37064
62-1781969 501(C)3 14,000 0     SUB-RECIPIENT
(145) METROPOLITAN NASHVILLE EDUCATI
531 FAIRGROUND COURT
NASHVILLE,TN372112008
62-0674167 501(C)3 5,489 0     DONOR DIRECTED DESIGNATIONS
(146) MID-CUMBERLAND HRA
1101 KERMIT DRIVE SUITE 300
NASHVILLE,TN37217
62-0923487 501(C)3 258,491 0     CIF
(147) MID-CUMBERLAND HRA
1101 KERMIT DRIVE SUITE 300
NASHVILLE,TN37217
62-0923487 501(C)3 72,229 0     SUB-RECIPIENT
(148) MONROE HARDING
1 VANTAGE WAY SUITE C-165
NASHVILLE,TN37228
62-0476670 501(C)3 307,984 0     SUB-RECIPIENT
(149) MONROE HARDING
1 VANTAGE WAY SUITE C-165
NASHVILLE,TN37228
62-0476670 501(C)3 82,000 0     CIF
(150) MONROE HARDING
1 VANTAGE WAY SUITE C-165
NASHVILLE,TN37228
62-0476670 501(C)3 10,316 0     DONOR DIRECTED DESIGNATIONS
(151) MOVES AND GROOVES INC (MAG)
2275 MURFREESBORO PIKE
NASHVILLE,TN37217
68-0516440 501(C)3 15,000 0     CIF
(152) MURCI-HOMES INC
2984 BABY RUTH LANE P O BOX 735
ANTIOCH,TN37013
62-0649797 501(C)3 7,988 0     DONOR DIRECTED DESIGNATIONS
(153) MY FRIEND'S HOUSE
626 EASTVIEW CIRCLE
FRANKLIN,TN37064
58-1525248 501(C)3 45,000 0     CIF
(154) NASHVILLE ACADEMY OF MEDICINE
28 WHITE BRIDGE ROAD
NASHVILLE,TN37205
62-0473060 501(C)3 20,000 0     CIF
(155) NASHVILLE ADULT LITERACY COUNC
4805 PARK AVENUE
NASHVILLE,TN37209
58-1488230 501(C)3 105,000 0     CIF
(156) NASHVILLE CARES
P O BOX 42097
NASHVILLE,TN37204
62-1274532 501(C)3 634,460 0     SUB-RECIPIENT
(157) NASHVILLE CARES
P O BOX 42097
NASHVILLE,TN37204
62-1274532 501(C)3 35,000 0     CIF
(158) NASHVILLE CARES
P O BOX 42097
NASHVILLE,TN37204
62-1274532 501(C)3 8,156 0     DONOR DIRECTED DESIGNATIONS
(159) NASHVILLE CHAMBER OF COMMERCE
500 11TH AVE N SUITE 200
NASHVILLE,TN37203
62-0304530 501(C)3 42,436 0     SUB-RECIPIENT
(160) NASHVILLE CHILDREN'S ALLIANCE
1264 FOSTER AVENUE
NASHVILLE,TN37210
62-1484097 501(C)3 25,000 0     CIF
(161) NASHVILLE CHILDREN'S ALLIANCE
1264 FOSTER AVENUE
NASHVILLE,TN37210
62-1484097 501(C)3 10,386 0     DONOR DIRECTED DESIGNATIONS
(162) NASHVILLE HUMANE ASSOCIATION
213 OCEOLA AVE
NASHVILLE,TN37209
62-0672999 501(C)3 18,532 0     DONOR DIRECTED DESIGNATIONS
(163) NASHVILLE INTERNATIONAL CENTER
417 WELSHWOOD DR 100
NASHVILLE,TN37211
02-0674431 501(C)3 232,159 0     SUB-RECIPIENT
(164) NASHVILLE INTERNATIONAL CENTER
417 WELSHWOOD DR 100
NASHVILLE,TN37211
02-0674431 501(C)3 73,000 0     CIF
(165) NASHVILLE PUBLIC EDUCATION FOU
1207 18TH AVENUE SOUTH STE 202
NASHVILLE,TN37212
48-1266314 501(C)3 33,702 0     DONOR DIRECTED DESIGNATIONS
(166) NASHVILLE RESCUE MISSION
PO BOX 333229
NASHVILLE,TN37203
45-2424130 501(C)3 27,709 0     DONOR DIRECTED DESIGNATIONS
(167) NASHVILLE SCHOOL OF LAW
4013 ARMORY OAKS DR
NASHVILLE,TN37204
62-0550981 501(C)3 9,000 0     DONOR DIRECTED DESIGNATIONS
(168) NASHVILLE SYMPHONY
ONE SYMPHONY PLACE
NASHVILLE,TN37201
62-0550979 501(C)3 5,949 0     DONOR DIRECTED DESIGNATIONS
(169) NASHVILLE ZOO FOR GRASSMERE
3777 NOLENSVILLE ROAD
NASHVILLE,TN37211
62-1411210 501(C)3 8,959 0     DONOR DIRECTED DESIGNATIONS
(170) NATIONS MINISTRY CENTER
406 WELSHWOOD DRIVE
NASHVILLE,TN37211
55-0898912 501(C)3 820,875 0     SUB-RECIPIENT
(171) NATIONS MINISTRY CENTER
406 WELSHWOOD DRIVE
NASHVILLE,TN37211
55-0898912 501(C)3 18,500 0     CIF
(172) NEEDLINK NASHVILLE
1600 56TH AVE N
NASHVILLE,TN37209
62-0544852 501(C)3 48,000 0     CIF
(173) NEW BEGINNINGS OF DICKSON
PO BOX 1755
DICKSON,TN37056
45-4066670 501(C)3 25,000 0     CIF
(174) NEW HOPE ACADEMY
1820 DOWNS BLVD
FRANKLIN,TN37064
63-1172489 501(C)3 10,009 0     DONOR DIRECTED DESIGNATIONS
(175) NURSES FOR NEWBORNS
1606 PORTER RD SUITE 200
NASHVILLE,TN37206
43-1601329 501(C)3 37,000 0     CIF
(176) NURSES FOR NEWBORNS
1606 PORTER RD SUITE 200
NASHVILLE,TN37206
43-1601329 501(C)3 5,596 0     DONOR DIRECTED DESIGNATIONS
(177) OASIS CENTER
1704 CHARLOTTE AVE SUITE 200
NASHVILLE,TN37203
62-0968273 501(C)3 327,800 0     CIF
(178) OASIS CENTER
1704 CHARLOTTE AVE SUITE 200
NASHVILLE,TN37203
62-0968273 501(C)3 19,753 0     DONOR DIRECTED DESIGNATIONS
(179) ONE-ORGANIZED NEIGHBORS EDGEHI
1001 EDGEHILL AVE
NASHVILLE,TN37203
62-1540325 501(C)3 133,260 0     SUB-RECIPIENT
(180) ONE-ORGANIZED NEIGHBORS EDGEHI
1001 EDGEHILL AVE
NASHVILLE,TN37203
62-1540325 501(C)3 26,000 0     CIF
(181) OPERATION STAND DOWN TENNESSEE
1125 12TH AVE S
NASHVILLE,TN37203
62-1638832 501(C)3 78,000 0     CIF
(182) OPERATION STAND DOWN TENNESSEE
1125 12TH AVE S
NASHVILLE,TN37203
62-1638832 501(C)3 9,947 0     DONOR DIRECTED DESIGNATIONS
(183) OUTMEMPHIS
892 S COOPER ST
MEMPHIS,TN38104
62-1398741 501(C)3 16,911 0     SUB-RECIPIENT
(184) PARK CENTER
186 N 1ST STREET
NASHVILLE,TN37213
62-1336640 501(C)3 88,500 0     CIF
(185) PARTNERSHIP TO END AIDS STATUS
6707 ABERFOYLE COVE
MEMPHIS,TN38119
27-1054837 501(C)3 125,000 0     SUB-RECIPIENT
(186) PATHWAY LENDING
201 VENTURE CIRCLE
NASHVILLE,TN37228
62-1823596 501(C)3 36,000 0     CIF
(187) PENCIL FOUNDATION
7199 COCKRILL BEND BLVD
NASHVILLE,TN37209
58-1475675 501(C)3 66,000 0     CIF
(188) PENCIL FOUNDATION
7199 COCKRILL BEND BLVD
NASHVILLE,TN37209
58-1475675 501(C)3 17,702 0     DONOR DIRECTED DESIGNATIONS
(189) PLANNED PARENTHOOD OF MIDDLEE
2430 POPLAR AVE SUITE 100
MEMPHIS,TN38112
62-6050064 501(C)3 205,408 0     SUB-RECIPIENT
(190) PLANNED PARENTHOOD OF MIDDLEE
2430 POPLAR AVE SUITE 100
MEMPHIS,TN38112
62-6050064 501(C)3 9,499 0     DONOR DIRECTED DESIGNATIONS
(191) POSITIVELY LIVING CHATTANOOGA
1501 EAST FIFTH AVENUE
KNOXVILLE,TN37917
62-1698383 501(C)3 243,831 0     SUB-RECIPIENT
(192) POSITIVELY LIVING KNOXVILLE
1501 EAST FIFTH AVENUE
KNOXVILLE,TN37917
62-1698383 501(C)3 408,871 0     SUB-RECIPIENT
(193) PRESTON TAYLOR MINISTRIES
PO BOX 90442
NASHVILLE,TN37209
62-1757018 501(C)3 87,316 0     SUB-RECIPIENT
(194) PREVENT CHILD ABUSE TENNESSEE
600 HILL AVENUE SUITE 202
NASHVILLE,TN37210
58-1567835 501(C)3 16,000 0     CIF
(195) PROJECT REFLECT
730 NEELYS BEND ROAD
MADISON,TN37115
62-1563841 501(C)3 6,000 0     DONOR DIRECTED DESIGNATIONS
(196) PROJECT RETURN INC
712 4TH AVE S
NASHVILLE,TN37210
62-1058325 501(C)3 266,552 0     SUB-RECIPIENT
(197) PROJECT RETURN INC
712 4TH AVE S
NASHVILLE,TN37210
62-1058325 501(C)3 165,000 0     CIF
(198) RAPHAH INSTITUTE
615 MAIN STREET
NASHVILLE,TN37206
82-1181441 501(C)3 15,000 0     CIF
(199) REFUGE CENTER FOR COUNSELING
103 FORREST CROSSING BLVD SUITE 102
FRANKLIN,TN37064
20-3931843 501(C)3 44,000 0     CIF
(200) RENEWAL HOUSE
PO BOX 280356
NASHVILLE,TN37228
62-1631055 501(C)3 20,000 0     CIF
(201) ROBERTSON COUNTY GOVERNMENT TR
515 S BROWN ST
SPRINGFIELD,TN37172
62-6000810 ROBERTSON COUNTY GOV 261,012 0     SUB-RECIPIENT
(202) ROBERTSON COUNTY SCHOOLS
800 M S COUTS BLVD
SPRINGFIELD,TN37172
62-6000810 ROBERTSON COUNTY SCH 89,912 0     SUB-RECIPIENT
(203) RONALD MCDONALD HOUSE
2144 FAIRFAX AVENUE
NASHVILLE,TN37212
62-1310717 501(C)3 9,623 0     DONOR DIRECTED DESIGNATIONS
(204) ROOFTOP FOUNDATION
108 7TH AVENUE SOUTH
NASHVILLE,TN37203
20-4970385 501(C)3 433,350 0     SUB-RECIPIENT
(205) ROOFTOP FOUNDATION
108 7TH AVENUE SOUTH
NASHVILLE,TN37203
20-4970385 501(C)3 30,000 0     CIF
(206) ROOM IN THE INN
PO BOX 25309
NASHVILLE,TN37205
62-0811413 501(C)3 12,237 0     DONOR DIRECTED DESIGNATIONS
(207) RUTHERFORD COUNTY BOARD OF EDU
2240 SOUTHPARK DRIVE
MURFREESBORO,TN37128
62-6000820 RUTHERFORD COUNTY GO 54,942 0     SUB-RECIPIENT
(208) STARS
1704 CHARLOTTE PIKE SUITE 200
NASHVILLE,TN37203
62-1285699 501(C)3 515,963 0     CIF
(209) SADDLE UP
1549 OLD HILLSBORO ROAD
FRANKLIN,TN37069
58-1930303 501(C)3 21,976 0     DONOR DIRECTED DESIGNATIONS
(210) SAFE HAVEN CHEATHAM COUNTY
PO BOX 246
ASHLAND CITY,TN37015
46-3707378 501(C)3 6,000 0     CIF
(211) SAFE HAVEN FAMILY SHELTER
1234 THIRD AVENUE SOUTH
NASHVILLE,TN37210
62-1807653 501(C)3 2,208,282 0     SUB-RECIPIENT
(212) SAFE HAVEN FAMILY SHELTER
1234 THIRD AVENUE SOUTH
NASHVILLE,TN37210
62-1807653 501(C)3 183,750 0     CIF
(213) SAFE HAVEN FAMILY SHELTER
1234 THIRD AVENUE SOUTH
NASHVILLE,TN37210
62-1807653 501(C)3 15,111 0     DONOR DIRECTED DESIGNATIONS
(214) SALAMA FELLOWSHIP URBAN MINIST
1205 EIGHTH AVENUE SOUTH
NASHVILLE,TN37203
58-2198012 501(C)3 25,000 0     CIF
(215) SALAMA FELLOWSHIP URBAN MINIST
1205 EIGHTH AVENUE SOUTH
NASHVILLE,TN37203
58-2198012 501(C)3 5,878 0     DONOR DIRECTED DESIGNATIONS
(216) SALVATION ARMY-NASHVILLE
631 DICKERSON ROAD
NASHVILLE,TN37207
22-2406433 501(C)3 169,427 0     SUB-RECIPIENT
(217) SALVATION ARMY-NASHVILLE
631 DICKERSON ROAD
NASHVILLE,TN37207
22-2406433 501(C)3 91,000 0     CIF
(218) SALVATION ARMY-NASHVILLE
631 DICKERSON ROAD
NASHVILLE,TN37207
22-2406433 501(C)3 30,157 0     DONOR DIRECTED DESIGNATIONS
(219) SCHRADER LANE CHURCH OF CHRIST
603 BENTON AVE
NASHVILLE,TN37204
62-0863030 501(C)3 87,830 0     SUB-RECIPIENT
(220) SECOND HARVEST FOOD BANK
331 GREAT CIRCLE ROAD
NASHVILLE,TN37228
62-1049447 501(C)3 81,000 0     CIF
(221) SECOND HARVEST FOOD BANK
331 GREAT CIRCLE ROAD
NASHVILLE,TN37228
62-1049447 501(C)3 86,887 0     DONOR DIRECTED DESIGNATIONS
(222) SENIOR RIDE NASHVILLE
298 FOSTER STREET
NASHVILLE,TN37207
81-4119450 501(C)3 50,000 0     CIF
(223) SEXUAL ASSAULT CENTER
101 FRENCH LANDING DR
NASHVILLE,TN37228
62-1043294 501(C)3 150,000 0     CIF
(224) SEXUAL ASSAULT CENTER
101 FRENCH LANDING DR
NASHVILLE,TN37228
62-1043294 501(C)3 13,970 0     DONOR DIRECTED DESIGNATIONS
(225) SILOAM FAMILY HEALTH CENTER
820 GALE LANE
NASHVILLE,TN37204
58-1867940 501(C)3 37,000 0     CIF
(226) SILOAM FAMILY HEALTH CENTER
820 GALE LANE
NASHVILLE,TN37204
58-1867940 501(C)3 20,479 0     DONOR DIRECTED DESIGNATIONS
(227) SILOAM FAMILY HEALTH CENTER
820 GALE LANE
NASHVILLE,TN37204
58-1867940 501(C)3 14,000 0     SUB-RECIPIENT
(228) SPECIAL KIDS
202 ARNETTE STREET
MURFREESBORO,TN37129
62-1718638 501(C)3 11,368 0     DONOR DIRECTED DESIGNATIONS
(229) SPECIAL OLYMPICS TENNESSEE
461 CRAIGHEAD STREET
NASHVILLE,TN37204
23-7348136 501(C)3 15,000 0     CIF
(230) ST JUDE'S CHILDREN'S RESEARCH
501 ST JUDES PLACE
MEMPHIS,TN38105
62-0646012 501(C)3 44,460 0     DONOR DIRECTED DESIGNATIONS
(231) ST LUKE'S COMMUNITY CENTER
5601 NEW YORK AVENUE
NASHVILLE,TN37209
62-0484183 501(C)3 805,439 0     SUB-RECIPIENT
(232) ST LUKE'S COMMUNITY CENTER
5601 NEW YORK AVENUE
NASHVILLE,TN37209
62-0484183 501(C)3 205,000 0     CIF
(233) ST LUKE'S COMMUNITY CENTER
5601 NEW YORK AVENUE
NASHVILLE,TN37209
62-0484183 501(C)3 5,982 0     DONOR DIRECTED DESIGNATIONS
(234) ST MARY VILLA
1704 HEIMAN STREET
NASHVILLE,TN37208
62-0579243 501(C)3 176,000 0     CIF
(235) ST MARY VILLA
1704 HEIMAN STREET
NASHVILLE,TN37208
62-0579243 501(C)3 97,057 0     SUB-RECIPIENT
(236) STREET WORKS
PO BOX 60037
NASHVILLE,TN37206
62-1806967 501(C)3 181,366 0     SUB-RECIPIENT
(237) TEACH FOR AMERICA - GREATER NA
220 ATHENS WAY SUITE 300
NASHVILLE,TN37228
13-3541913 501(C)3 15,000 0     CIF
(238) TEACH FOR AMERICA - GREATER NA
220 ATHENS WAY SUITE 300
NASHVILLE,TN37228
13-3541913 501(C)3 10,000 0     DONOR DIRECTED DESIGNATIONS
(239) TENNESSEE JUSTICE FOR OUR NEIG
2195 NOLENSVILLE PIKE
NASHVILLE,TN37211
46-0872616 501(C)3 95,000 0     SUB-RECIPIENT
(240) TENNESSEE KIDNEY FOUNDATION
37 PEABODY STREET
NASHVILLE,TN37210
27-0812507 501(C)3 15,000 0     CIF
(241) TENNESSEE POISON CENTER
1161 21ST AVENUE SO
NASHVILLE,TN37232
35-2528741 501(C)3 40,620 0     CIF
(242) TENNESSEE RESILIENCE PROJECT
129 WEST FOLKES ST STE 128
FRANKLIN,TN37064
86-3192886 501(C)3 225,488 0     SUB-RECIPIENT
(243) THE BRANCH OF NASHVILLE INC
41 TUSCULUM RD
ANTIOCH,TN37013
46-3153789 501(C)3 8,000 0     SUB-RECIPIENT
(244) THE BURNETT GROUP LLC
113 JONESBORO CT
NASHVILLE,TN37214
81-2146798 501(C)3 9,209 0     SUB-RECIPIENT
(245) THE CONTRIBUTOR INC
PO BOX 332023
NASHVILLE,TN37203
37-1551739 501(C)3 333,314 0     SUB-RECIPIENT
(246) THE CROSSROADS CAMPUS
707 MONROE STREET
NASHVILLE,TN37208
27-2397528 501(C)3 15,000 0     CIF
(247) THE HELP CENTER
3918 DICKERSON PIKE SUITE E
NASHVILLE,TN37207
47-2594358 501(C)3 2,611,880 0     SUB-RECIPIENT
(248) THE HOPE STATION
PO BOX 1153
LA VERGNE,TN37086
37-1775568 501(C)3 328,350 0     SUB-RECIPIENT
(249) THE JOURNEY HOME
PO BOX 331025
MURFREESBORO,TN37133
20-5605975 501(C)3 121,538 0     SUB-RECIPIENT
(250) THE NEW BEGINNINGS CENTER
509 CARIGHEAD ST
NASHVILLE,TN37204
90-0751722 501(C)3 25,000 0     CIF
(251) THE NEXT DOOR
PO BOX 23336
NASHVILLE,TN37202
43-2001774 501(C)3 62,000 0     CIF
(252) THE NEXT DOOR
PO BOX 23336
NASHVILLE,TN37202
43-2001774 501(C)3 8,604 0     DONOR DIRECTED DESIGNATIONS
(253) THIS IS LIVING MINISTRIES INC
PO BOX 3756
COOKEVILLE,TN38502
82-0832575 501(C)3 69,530 0     SUB-RECIPIENT
(254) THISTLE FARMS
5122 CHARLOTTE PIKE
NASHVILLE,TN37209
58-2050089 501(C)3 13,722 0     DONOR DIRECTED DESIGNATIONS
(255) TIME TO RISE INC
3737 WEST END AVE 201
NASHVILLE,TN37205
62-1570175 501(C)3 6,250 0     DONOR DIRECTED DESIGNATIONS
(256) TUCKER'S HOUSE
PO BOX 682086
FRANKLIN,TN37068
27-0896877 501(C)3 15,500 0     CIF
(257) TUCKER'S HOUSE
PO BOX 682086
FRANKLIN,TN37068
27-0896877 501(C)3 14,455 0     DONOR DIRECTED DESIGNATIONS
(258) UNITED MINISTRIES FOOD BANK OF
PO BOX 1094
SPRINGFIELD,TN37172
62-1581339 501(C)3 9,375 0     CIF
(259) UNITED NEIGHBORHOOD HEALTH SER
2711 FOSTER AVENUE
NASHVILLE,TN37210
62-1032792 501(C)3 48,456 0     SUB-RECIPIENT
(260) UPRISE NASHVILLE
235 WHITE BRIDGE PIKE
NASHVILLE,TN37209
62-1681150 501(C)3 115,369 0     SUB-RECIPIENT
(261) UW BLOUNT COUNTY
1615 E BROADWAY AVENUE
MARYVILLE,TN37804
23-7122193 501(C)3 42,871 0     DONOR DIRECTED DESIGNATIONS
(262) UW CAPITAL AREA LOUISIANA
700 LAUREL STREET
BATON ROUGE,LA70802
72-0447100 501(C)3 5,412 0     DONOR DIRECTED DESIGNATIONS
(263) UW CAPITAL AREA MISSISSIPPI
PO BOX 23169
JACKSON,MS39225
64-0303075 501(C)3 299,453 0     DONOR DIRECTED DESIGNATIONS
(264) UW CENTRAL ALABAMA
3600 8TH AVENUE SO P O BOX 320189
BIRMINGHAM,AL35232
63-0288846 501(C)3 42,466 0     DONOR DIRECTED DESIGNATIONS
(265) UW CENTRAL CAROLINAS
PO BOX 890685
CHARLOTTE,NC28289
56-0529948 501(C)3 10,297 0     DONOR DIRECTED DESIGNATIONS
(266) UW CHATTANOOGA
630 MARKET STREET
CHATTANOOGA,TN37402
62-0565962 501(C)3 55,601 0     SUB-RECIPIENT
(267) UW CHATTANOOGA
630 MARKET STREET
CHATTANOOGA,TN37402
62-0565962 501(C)3 29,900 0     DONOR DIRECTED DESIGNATIONS
(268) UW DALLAS
1800 N LAMAR
DALLAS,TX75202
75-6005352 501(C)3 9,857 0     DONOR DIRECTED DESIGNATIONS
(269) UW DAVIDSON COUNTY
PO BOX 492
LEXINGTON,NC27293
56-1847133 501(C)3 5,552 0     DONOR DIRECTED DESIGNATIONS
(270) UW EAST MISSISSIPPI
PO BOX 3219
MERIDIAN,MS39303
64-0387703 501(C)3 16,375 0     DONOR DIRECTED DESIGNATIONS
(271) UW FORSYTH COUNTY NORTH CAROLI
301 NORTH MAIN ST STE 1700
WINSTON SALEM,NC27101
23-7357234 501(C)3 5,142 0     DONOR DIRECTED DESIGNATIONS
(272) UW FRANKLIN COUNTY
PO BOX 157
WINCHESTER,TN37398
62-1812118 501(C)3 123,306 0     DONOR DIRECTED DESIGNATIONS
(273) UW GREATER CLARKSVILLE REGION
107 JEFFERSON ST SUITE 107
CLARKSVILLE,TN37040
62-6014536 501(C)3 7,101 0     DONOR DIRECTED DESIGNATIONS
(274) UW GREATER GREENSBORO NORTH CA
1500 YANCEYVILLE ST
GREENSBORO,NC27405
56-0668555 501(C)3 7,666 0     DONOR DIRECTED DESIGNATIONS
(275) UW GREATER HIGH POINT NORTH CA
815 PHILLIPS AVE
HIGH POINT,NC27262
56-0547486 501(C)3 7,631 0     DONOR DIRECTED DESIGNATIONS
(276) UW GREATER KNOXVILLE
1301 HANNAH AVENUE
KNOXVILLE,TN37921
62-0475748 501(C)3 37,641 0     DONOR DIRECTED DESIGNATIONS
(277) UW GREATER RICHMOND & PETERSBU
2001 MAYWILL STREET P O BOX 11807
RICHMOND,VA23230
23-7375346 501(C)3 8,909 0     DONOR DIRECTED DESIGNATIONS
(278) UW GREATER TRIANGLE
PO BOX 110583
DURHAM,NC27709
56-1949103 501(C)3 17,042 0     DONOR DIRECTED DESIGNATIONS
(279) UW GREENVILLE COUNTY SOUTH CAR
105 EDINBURGH COURT
GREENVILLE,SC29607
57-0362066 501(C)3 6,113 0     DONOR DIRECTED DESIGNATIONS
(280) UW HEART OF FLORIDA
1940 TRAYLOR BLVD
ORLANDO,FL32804
59-0808854 501(C)3 354,812 0     SUB-RECIPIENT
(281) UW LEFLORE COUNTY INC
P O BOX 524
GREENWOOD,MS38935
64-0658898 501(C)3 17,720 0     DONOR DIRECTED DESIGNATIONS
(282) UW MAURY COUNTY COLUMBIA
PO BOX 222
COLUMBIA,TN38402
62-6014994 501(C)3 29,382 0     DONOR DIRECTED DESIGNATIONS
(283) UW METRO ATLANTA
PO BOX 2692
ATLANTA,GA30371
58-0566194 501(C)3 15,331 0     DONOR DIRECTED DESIGNATIONS
(284) UW METRO KENTUCKY JEFFERSON CO
334 EAST BROADWAY P O BOX 4488
LOUISVILLE,KY40295
61-0444680 501(C)3 6,831 0     DONOR DIRECTED DESIGNATIONS
(285) UW MID SOUTH
1005 TILLMAN STREET
MEMPHIS,TN38112
56-1010742 501(C)3 98,075 0     DONOR DIRECTED DESIGNATIONS
(286) UW NORTHEAST FLORIDA INC
40 E ADAMS ST SUITE 200
JACKSONVILLE,FL32202
59-0637825 501(C)3 9,793 0     DONOR DIRECTED DESIGNATIONS
(287) UW PALM BEACH COUNTY
477 S ROSEMARY AVE UNIT 230
WEST PALM BEACH,FL33401
59-0683258 501(C)3 10,000 0     DONOR DIRECTED DESIGNATIONS
(288) UW RUTHERFORD COUNTY
PO BOX 330056
MURFREESBORO,TN37133
58-1341880 501(C)3 608,348 0     DONOR DIRECTED DESIGNATIONS
(289) UW RUTHERFORD COUNTY
PO BOX 330056
MURFREESBORO,TN37133
58-1341880 501(C)3 184,089 0     SUB-RECIPIENT
(290) UW SOUTHEAST MISSISSIPPI
210 W FRONT ST
HATTIESBURG,MS39401
64-0410475 501(C)3 16,181 0     DONOR DIRECTED DESIGNATIONS
(291) UW SUMNER COUNTY
1531 HUNT CLUB BLVD SUITE 110
GALLATIN,TN37066
31-1510208 501(C)3 15,411 0     DONOR DIRECTED DESIGNATIONS
(292) UW SUNCOAST
5201 W KENNEDY BLVD SUITE 600
TAMPA,FL33609
59-3725701 501(C)3 8,854 0     DONOR DIRECTED DESIGNATIONS
(293) UW TRIDENT
PO BOX 63305
NORTH CHARLESTON,SC29419
57-0314378 501(C)3 5,700 0     DONOR DIRECTED DESIGNATIONS
(294) UW WEST CENTRAL MISSISSIPPI
920 SOUTH ST
VICKSBURG,MS39180
64-0330259 501(C)3 6,196 0     DONOR DIRECTED DESIGNATIONS
(295) UW WEST TENNESSEE
PO BOX 2086
JACKSON,TN38302
62-0590257 501(C)3 6,426 0     DONOR DIRECTED DESIGNATIONS
(296) UW WILSON COUNTY
P O BOX 3541
LEBANON,TN37088
62-1660029 501(C)3 49,949 0     DONOR DIRECTED DESIGNATIONS
(297) UW WILSON COUNTY
P O BOX 3541
LEBANON,TN37088
62-1660029 501(C)3 11,913 0     SUB-RECIPIENT
(298) VANDERBILT DEVELOPMENT GIFT
3322 WEST END AVENUE STE 900
NASHVILLE,TN37203
35-2528741 501(C)3 10,349 0     DONOR DIRECTED DESIGNATIONS
(299) WAVES INC WILLIAMSON
1325 WEST MAIN ST SUITE 104
FRANKLIN,TN37064
62-0920595 501(C)3 97,268 0     CIF
(300) WAYNE REED CHRISTIAN CHILDCARE
11B LINDSLEY AVENUE
NASHVILLE,TN37210
62-1625142 501(C)3 73,000 0     CIF
(301) WAYNE REED CHRISTIAN CHILDCARE
11B LINDSLEY AVENUE
NASHVILLE,TN37210
62-1625142 501(C)3 34,943 0     SUB-RECIPIENT
(302) WEST END SYNAGOGUE
3810 WEST END AVENUE
NASHVILLE,TN37205
62-0513743 501(C)3 9,050 0     DONOR DIRECTED DESIGNATIONS
(303) WEST TENNESSEE LEGAL SERVICES
210 WMAIN STREET
JACKSON,TN38301
58-1326791 501(C)3 120,947 0     SUB-RECIPIENT
(304) WILLIAMSON COUNTY CASA INC
1205 COLUMBIA AVE
FRANKLIN,TN37064
62-1583334 501(C)3 38,000 0     CIF
(305) WILLIAMSON COUNTY CASA INC
1205 COLUMBIA AVE
FRANKLIN,TN37064
62-1583334 501(C)3 6,088 0     DONOR DIRECTED DESIGNATIONS
(306) WOMEN ARE SAFE
131 WEST END AVE
CENTERVILLE,TN37033
58-1797065 501(C)3 25,000 0     CIF
(307) WOODBINE COMMUNITY ORGANIZATIO
643 SPENCE LANE
NASHVILLE,TN37217
62-1280006 501(C)3 24,000 0     SUB-RECIPIENT
(308) WORKFORCE ESSENTIALS INC
523 MADISON ST SUITE A
CLARKSVILLE,TN37040
62-1498440 501(C)3 304,361 0     SUB-RECIPIENT
(309) YMCA
1000 CHURCH STREET
NASHVILLE,TN37203
62-0476243 501(C)3 49,000 0     CIF
(310) YMCA
1000 CHURCH STREET
NASHVILLE,TN37203
62-0476243 501(C)3 31,250 0     DONOR DIRECTED DESIGNATIONS
(311) YOUNG LIFE-NASHVILLE
P O BOX 120681
NASHVILLE,TN37212
84-0385934 501(C)3 5,221 0     DONOR DIRECTED DESIGNATIONS
(312) YOUTH ENCOURAGEMENT SERVICES (
3016 NOLENSVILLE PIKE
NASHVILLE,TN37211
62-0570681 501(C)3 150,000 0     SUB-RECIPIENT
(313) YWCA
1608 WOODMONT BOULEVARD
NASHVILLE,TN37215
62-0476243 501(C)3 201,750 0     CIF
(314) YWCA
1608 WOODMONT BOULEVARD
NASHVILLE,TN37215
62-0476243 501(C)3 9,275 0     DONOR DIRECTED DESIGNATIONS
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
244
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
247
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2022

Schedule I (Form 990) 2022
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: COMMUNITY IMPACT FUNDING (CIF)- 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) 2022



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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
2022
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 on 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 on 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) 2022

Schedule J (Form 990) 2022
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, 1099-MISC compensation, and/or 1099-NEC (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)
298,786
-------------
0
116,963
-------------
0
0
-------------
0
65,487
-------------
0
9,032
-------------
0
490,268
-------------
0
0
-------------
0
2ERICA MITCHELL
CHIEF COMMUNITY IMPACT OFFICER
(i)

(ii)
194,455
-------------
0
15,000
-------------
0
0
-------------
0
6,793
-------------
0
12,306
-------------
0
228,554
-------------
0
0
-------------
0
3SUMMOR PENNINGTON
CHIEF FINANCIAL OFFICER
(i)

(ii)
175,453
-------------
0
10,000
-------------
0
0
-------------
0
5,848
-------------
0
10,677
-------------
0
201,978
-------------
0
0
-------------
0
4JENNIFER WRIGHT
CHIEF MARKETING OFFICER
(i)

(ii)
139,325
-------------
0
10,000
-------------
0
0
-------------
0
4,012
-------------
0
13,906
-------------
0
167,243
-------------
0
0
-------------
0
5COURTNEY BARLAR
CHIEF DEVELOPMENT OFFICER
(i)

(ii)
143,706
-------------
0
10,000
-------------
0
0
-------------
0
4,769
-------------
0
1,872
-------------
0
160,347
-------------
0
0
-------------
0
Schedule J (Form 990) 2022

Schedule J (Form 990) 2022
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. VESTED DISTRIBUTIONS ARE MADE ANNUALLY.
Schedule J (Form 990) 2022

Additional Data


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SCHEDULE M
(Form 990)


Department of the Treasury
Internal Revenue Service
Noncash Contributions
Right pointing arrow large image Complete 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 image Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2022
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 22 189,178  
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 ( MISC SUPPLIES ) X 123,596 176,566 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 isn't 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 didn't 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) (2022)
Schedule M (Form 990) (2022)
Page 2
Part IISupplemental 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
SCHEDULE M, PART 1, COLUMN (B) PART 1, COLUMN (B), LINE 25 REPRESENTS AN ESTIMATE OF THE NUMBER OF ITEMS CONTRIBUTED.
Schedule M (Form 990) (2022)

Additional Data


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Software Version:  
SCHEDULE O
(Form 990)

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
2021
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: ORGANIZATION'S BOARD OF TRUSTEES IS RESPONSIBLE FOR THE SELECTION AND OVERSIGHT OF THE INDEPENDENT AUDITOR. THERE HAVE BEEN NO CHANGES MADE IN THE CURRENT YEAR RELATED TO THE OVERSIGHT AND SELECTION PROCESS.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990) 2021


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