Civic Intelligence

Blount Memorial Foundation

EIN 62-1412287 • 501(c)3 • Maryville, TN

Profile

To provide support and advocacy for programs that promote the health and well-being of the entire community, as well as the uninsured and underserved.

907 E Lamar Alexander ParkwayMaryville, TN 37804

blountmemorialfoundation.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

33rd percentile

0.01x

Higher debt load relative to assets than 33% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

50th percentile

0.08x

Higher debt load relative to revenue than 50% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

80th percentile

30%

Higher net margin than 80% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

73rd percentile

14%

Faster asset growth than 73% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

51st percentile

7.9%

Faster revenue growth than 51% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$3,349,394

Up $419,498 (+14%) from 2023

Liabilities

Up

$35,306

Up $16,763 (+90%) from 2023

Net Assets

Up

$3,314,088

Up $402,735 (+14%) from 2023

Operations
Liabilities / Revenue50th percentileNet Margin80th percentile

Revenue

Up

$457,733

Up $33,528 (+7.9%) from 2023

Expenses

Down

$320,573

Down $150,007 (-32%) from 2023

Net Income

Up

$137,160

Up $183,535 (+396%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth73rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $45,108Liabilities 2010: $0Net Assets 2010: $45,1082010Assets 2011: $89,022Liabilities 2011: $0Net Assets 2011: $89,0222011Assets 2012: $64,015Liabilities 2012: $0Net Assets 2012: $64,0152012Assets 2013: $45,767Liabilities 2013: $0Net Assets 2013: $45,7672013Assets 2014: $75,155Liabilities 2014: $0Net Assets 2014: $75,1552014Assets 2015: $22,922Liabilities 2015: $0Net Assets 2015: $22,9222015Assets 2016: $1,755,132Liabilities 2016: $0Net Assets 2016: $1,755,1322016Assets 2017: $2,091,371Liabilities 2017: $15,175Net Assets 2017: $2,076,1962017Assets 2018: $2,092,073Liabilities 2018: $10,106Net Assets 2018: $2,081,9672018Assets 2019: $2,217,420Liabilities 2019: $7,952Net Assets 2019: $2,209,4682019Assets 2020: $2,295,775Liabilities 2020: $7,394Net Assets 2020: $2,288,3812020Assets 2021: $2,997,838Liabilities 2021: $50,954Net Assets 2021: $2,946,8842021Assets 2022: $2,817,285Liabilities 2022: $25,000Net Assets 2022: $2,792,2852022Assets 2023: $2,929,896Liabilities 2023: $18,543Net Assets 2023: $2,911,3532023Assets 2024: $3,349,394Liabilities 2024: $35,306Net Assets 2024: $3,314,0882024

Highlighted filing

2024

Assets$3,349,394
Liabilities$35,306
Net Assets$3,314,088
Open 2024 Filing

Operations Trend

Revenue Growth51st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.5M$1.0M$500K$0-$500KRevenue 2010: $360,546Expenses 2010: $400,986Net Income 2010: -$40,4402010Expenses 2011: $314,3752011Expenses 2012: $427,3592012Expenses 2013: $354,4502013Revenue 2014: $546,017Expenses 2014: $516,629Net Income 2014: $29,3882014Revenue 2015: $276,785Expenses 2015: $329,018Net Income 2015: -$52,2332015Revenue 2016: $547,218Expenses 2016: $323,073Net Income 2016: $224,1452016Revenue 2017: $706,671Expenses 2017: $519,044Net Income 2017: $187,6272017Revenue 2018: $501,858Expenses 2018: $527,565Net Income 2018: -$25,7072018Revenue 2019: $350,402Expenses 2019: $221,877Net Income 2019: $128,5252019Revenue 2020: $320,081Expenses 2020: $219,243Net Income 2020: $100,8382020Revenue 2021: $1,397,521Expenses 2021: $1,283,896Net Income 2021: $113,6252021Revenue 2022: $744,212Expenses 2022: $237,125Net Income 2022: $507,0872022Revenue 2023: $424,205Expenses 2023: $470,580Net Income 2023: -$46,3752023Revenue 2024: $457,733Expenses 2024: $320,573Net Income 2024: $137,1602024

Highlighted filing

2024

Revenue$457,733
Expenses$320,573
Net Income$137,160
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,349,394
Liabilities
$35,306
Net assets
$3,314,088
Revenue
$457,733
Expenses
$320,573
Net income
$137,160
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.35$0.04$3.31$0.46$0.32$0.14
2023Detailed filing. Detailed filing data is available for this year.$2.93$0.02$2.91$0.42$0.47$0.05
2022Detailed filing. Detailed filing data is available for this year.$2.82$0.03$2.79$0.74$0.24$0.51
2021Detailed filing. Detailed filing data is available for this year.$3.00$0.05$2.95$1.40$1.28$0.11
2020Detailed filing. Detailed filing data is available for this year.$2.30$0.01$2.29$0.32$0.22$0.10
2019Detailed filing. Detailed filing data is available for this year.$2.22$0.01$2.21$0.35$0.22$0.13
2018Detailed filing. Detailed filing data is available for this year.$2.09$0.01$2.08$0.50$0.53$0.03
2017Detailed filing. Detailed filing data is available for this year.$2.09$0.02$2.08$0.71$0.52$0.19
2016Detailed filing. Detailed filing data is available for this year.$1.76$0.00$1.76$0.55$0.32$0.22
2015Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.28$0.33$0.05
2014Detailed filing. Detailed filing data is available for this year.$0.08$0.00$0.08$0.55$0.52$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.05$0.00$0.05$0.35
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.06$0.00$0.06$0.43
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.09$0.00$0.09$0.31
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.05$0.00$0.05$0.36$0.40$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Mar 3, 2025
Return Version
2023v6.0
Gross Receipts
$580,979
Mission and Program Overview

Mission

To provide support and advocacy for programs that promote the health and well-being of the entire community, especially youth, as well as the uninsured and underserved.

To provide support and advocacy for programs that promote the health and well-being of the entire community, as well as the uninsured and underserved.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,703,080$3,079,009▲ $375,929
Cash and Non-Interest-Bearing Accounts$173,161$243,842▲ $70,681
Pledges and Grants Receivable$48,505$22,693▼ $25,812
Prepaid Expenses and Deferred Charges$5,150$3,850▼ $1,300
Total Assets$2,929,896$3,349,394▲ $419,498
Liabilities
Deferred Revenue$9,739$24,929▲ $15,190
Accounts Payable and Accrued Expenses$8,804$10,377▲ $1,573
Total Liabilities$18,543$35,306▲ $16,763
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,485,798$1,690,990▲ $205,192
Net Assets With Donor Restrictions$1,425,555$1,623,098▲ $197,543
Total Net Assets Fund Balance$2,911,353$3,314,088▲ $402,735
Total Liabilities and Net Assets / Fund Balance$2,929,896$3,349,394▲ $419,498

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$1,425,555-▲ $165,633-$1,573,161
2022$1,309,302-▲ $121,732-$1,425,555
2021$1,499,281-▼ $183,385-$1,309,302
2020$1,123,740-▲ $381,869-$1,499,281
2019$1,192,713-▼ $63,139-$1,123,740
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Greg WilsonPresident
Dennis DockeryBoard Member
Laura BurchfieldBoard Member
Lindsey PlylerBoard Member
Meagan SeatonBoard Member
Rick ShepardBoard Member
Teresa MccammonBoard Member
Tonia LathamBoard Member
Keri PrigmoreEx Officio M
Tammi FordTreasurer/se
Revenue and Support

Revenue Composition

Contributions and Grants
$246,461
Program Service Revenue
$0
Investment Income
$134,602
Other Revenue
$76,670
All Other Contributions
$216,038
Change in Net Assets
$137,160

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table2$30,423Fair Market Value (FMV)
Total Noncash Contributions2$30,423-

Audited Revenue Reconciliation

Revenue per Audited Statements
$525,148
Revenue Not Reported on Financial Statements
$-67,415
Revenue Not Reported on Form 990
$265,575
Other Revenue Adjustments
$-67,415
Total Revenue per Audited Statements
$790,723
Total Revenue per Form 990
$457,733
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$312,073
Grants and Similar Amounts Paid$8,500
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Service Investment Mgmnt Fees-$24,249-$24,249
Other Expenses$17,497$6,417-$23,914
Travel$15,546--$15,546
Office Expenses$5,289$8,095-$13,384
Occupancy$11,250--$11,250
Grants to Domestic Orgs$8,500--$8,500
Fees for Services Other-$6,702-$6,702
Advertising-$150-$150
Total Functional Expenses$274,960$45,613$0$320,573

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$387,988
Expenses per Audited Statements$320,573
Total Expenses per Form 990$320,573
Expenses Not Reported on Form 990$67,415
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$144,085
Fundraising Direct Expenses$67,415
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Classic$79,683$66,467$30,366$36,101
Bbq Event$65,524$48,317$29,988$18,329
Total Events$170,376$139,953$67,134$72,819
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
Yes
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 4

“The organization's bylaws were updated in september 2023.”

Form 990, Page 6, Part VI, Line 11B

“A copy of the form 990 was provided to each board member. The return was reviewed prior to the filing of the tax return.”

Form 990, Page 6, Part VI, Line 12C

“Conflict of interest forms are completed in december of each year and kept on file.”

Form 990, Page 6, Part VI, Line 19

“Governing documents are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Blount Memorial Foundation
EIN
62-1412287
Phone
8659775727
Address
907 E LAMAR ALEXANDER PARKWAY, MARYVILLE, TN 37804

Signing Officer

Name
Tammi Ford
Title
Treasurer/secretary
Phone
8659775727
Signed
2025-03-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Greg Wilson
Formed
1989
Legal Domicile
Tn
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
80

Preparer

Firm
Rodefer Moss & Co Pllc
Address
608 MABRY HOOD RD STE 300, KNOXVILLE, TN 37932
Preparer
Emilee Riehn CPA
Phone
8655830091
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“Providing funds for cath lab renovation - in 2022, the foundation began raising funds to assist blount memorial hospital with the renovation of their cath lab to provide a state-of-the-art facility to assist in diagnosing and treating cardiovasular conditions quickly and safely. The total project cost is expected to be around 1.5 million and the foundation is aiming to raise 500,000 of that total.”

Form 990, Part XI, Line 9

“Direct fundraising expenses 67,415 direct fundraising expenses -67,415”

Financial Statement Notes

Schedule D, Page 4, Part XI, Line 4B

“Direct fundraising expenses -67,415”

Schedule D, Page 4, Part XII, Line 2D

“Direct fundraising expenses 67,415”

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IRS990/ProgSrvcAccomActy2Grp/Desc0PROVIDING ACCESS TO PEDIATRIC REHABILITATION - THE PROGRAM PROVIDES ACCESS TO PT/OT THERAPIES TO CHILDREN WHOSE FAMILIES WOULD OTHERWISE REFUSE TREATMENT DUE TO COST. THE PROGRAM REMOVES THE UNEXPECTED MEDICAL BILL ALLOWING FAMILIES TO RECEIVE ACCESS TO NEEDED CARE. THE FACILITY SUPPORTS MORE THAN 2000 CHILDREN AND YOUNG ADULTS PER MONTH. PROJECT SUCCESS IS DETERMINED BASED ON THE NUMBER OF CHILDREN WHO PARTICIPATE IN PRESCRIBED TREATMENT AND ACHIEVE THEIR INDIVIDUALIZED TREATMENT GOAL.
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IRS990/ProgSrvcAccomActy3Grp/Desc0PROVIDING PATIENT ASSISTANCE FOR CANCER CENTER - THE FOUNDATION PROVIDES DONATIONS AND OTHER ASSISTANCE TO BLOUNT MEMORIAL CANCER CENTER (PART OF BLOUNT MEMORIAL HOSPITAL) TO HELP THOSE UNDERGOING CANCER TREATMENTS. THESE DONATIONS ARE PRIMARILY USED TO PROVIDE ADDITIONAL TRANSPORTATION AND /OR NUTRITIONAL SUPPLEMENTS FOR THESE PATIENTS.
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IRS990/ProgSrvcAccomActyOtherGrp/Desc0PROVIDING FUNDS FOR CATH LAB RENOVATION - IN 2022, THE FOUNDATION BEGAN RAISING FUNDS TO ASSIST BLOUNT MEMORIAL HOSPITAL WITH THE RENOVATION OF THEIR CATH LAB TO PROVIDE A STATE-OF-THE-ART FACILITY TO ASSIST IN DIAGNOSING AND TREATING CARDIOVASULAR CONDITIONS QUICKLY AND SAFELY. THE TOTAL PROJECT COST IS EXPECTED TO BE AROUND 1.5 MILLION AND THE FOUNDATION IS AIMING TO RAISE 500,000 OF THAT TOTAL.
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0DIRECT FUNDRAISING EXPENSES -67,415
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1DIRECT FUNDRAISING EXPENSES 67,415
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 4, PART XI, LINE 4B
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PROVIDING FUNDS FOR CATH LAB RENOVATION - IN 2022, THE FOUNDATION BEGAN RAISING FUNDS TO ASSIST BLOUNT MEMORIAL HOSPITAL WITH THE RENOVATION OF THEIR CATH LAB TO PROVIDE A STATE-OF-THE-ART FACILITY TO ASSIST IN DIAGNOSING AND TREATING CARDIOVASULAR CONDITIONS QUICKLY AND SAFELY. THE TOTAL PROJECT COST IS EXPECTED TO BE AROUND 1.5 MILLION AND THE FOUNDATION IS AIMING TO RAISE 500,000 OF THAT TOTAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION'S BYLAWS WERE UPDATED IN SEPTEMBER 2023.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A COPY OF THE FORM 990 WAS PROVIDED TO EACH BOARD MEMBER. THE RETURN WAS REVIEWED PRIOR TO THE FILING OF THE TAX RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CONFLICT OF INTEREST FORMS ARE COMPLETED IN DECEMBER OF EACH YEAR AND KEPT ON FILE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DIRECT FUNDRAISING EXPENSES 67,415 DIRECT FUNDRAISING EXPENSES -67,415
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 12C
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