Civic Intelligence

United Way of Benton County

990 • Fiscal year 2017 • EIN 62-1778014

Jul 01, 2016 to Jun 30, 2017 • Filed on Jan 24, 2018

PO Box 694Camden, TN 38320

(731) 441-2299

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

90th percentile

0.55x

Higher debt load relative to assets than 90% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

94th percentile

0.66x

Higher debt load relative to revenue than 94% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

65th percentile

11%

Higher net margin than 65% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

75th percentile

26%

Faster asset growth than 75% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

61st percentile

8.4%

Faster revenue growth than 61% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$194,895

Up $40,039 (+26%) from 2016

Net Assets

Up

$87,865

Up $18,246 (+26%) from 2016

Liabilities

Up

$107,030

Up $21,793 (+26%) from 2016

Revenue

Up

$161,733

Up $12,467 (+8.4%) from 2016

Expenses

Up

$143,487

Up $16,599 (+13%) from 2016

Net Income

Down

$18,246

Down $4,132 (-18%) from 2016

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$300K$200K$100K$0Assets 2010: $157,915Liabilities 2010: $110,204Net Assets 2010: $47,7112010Assets 2011: $143,886Liabilities 2011: $100,322Net Assets 2011: $43,5642011Assets 2012: $156,176Liabilities 2012: $115,249Net Assets 2012: $40,9272012Assets 2013: $138,743Liabilities 2013: $102,021Net Assets 2013: $36,7222013Assets 2014: $145,447Liabilities 2014: $92,930Net Assets 2014: $52,5172014Assets 2015: $129,173Liabilities 2015: $81,932Net Assets 2015: $47,2412015Assets 2016: $154,856Liabilities 2016: $85,237Net Assets 2016: $69,6192016Assets 2017: $194,895Liabilities 2017: $107,030Net Assets 2017: $87,8652017Assets 2018: $169,303Liabilities 2018: $84,389Net Assets 2018: $84,9142018Assets 2019: $153,113Liabilities 2019: $64,149Net Assets 2019: $88,9642019Assets 2020: $176,552Liabilities 2020: $73,923Net Assets 2020: $102,6292020Assets 2021: $197,503Liabilities 2021: $80,757Net Assets 2021: $116,7462021Assets 2022: $198,587Liabilities 2022: $63,4432022Assets 2023: $187,627Liabilities 2023: $53,243Net Assets 2023: $134,3842023Assets 2024: $210,943Liabilities 2024: $61,7502024Assets 2025: $217,492Liabilities 2025: $61,747Net Assets 2025: $155,7452025

Highlighted filing

2017

Assets$194,895
Liabilities$107,030
Net Assets$87,865

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$150K$100K$50K$0-$50KRevenue 2010: $146,128Expenses 2010: $151,458Net Income 2010: -$5,3302010Revenue 2011: $137,650Expenses 2011: $141,797Net Income 2011: -$4,1472011Revenue 2012: $154,036Expenses 2012: $156,673Net Income 2012: -$2,6372012Expenses 2013: $150,4752013Revenue 2014: $151,825Expenses 2014: $136,030Net Income 2014: $15,7952014Revenue 2015: $134,346Expenses 2015: $135,865Net Income 2015: -$1,5192015Revenue 2016: $149,266Expenses 2016: $126,888Net Income 2016: $22,3782016Revenue 2017: $161,733Expenses 2017: $143,487Net Income 2017: $18,2462017Revenue 2018: $138,994Expenses 2018: $141,945Net Income 2018: -$2,9512018Revenue 2019: $118,539Expenses 2019: $114,489Net Income 2019: $4,0502019Revenue 2020: $129,427Expenses 2020: $115,762Net Income 2020: $13,6652020Revenue 2021: $137,522Expenses 2021: $129,842Net Income 2021: $7,6802021Revenue 2022: $136,632Expenses 2022: $126,678Net Income 2022: $9,9542022Revenue 2023: $115,036Expenses 2023: $115,796Net Income 2023: -$7602023Revenue 2024: $137,630Expenses 2024: $122,821Net Income 2024: $14,8092024Revenue 2025: $126,847Expenses 2025: $120,295Net Income 2025: $6,5522025

Highlighted filing

2017

Revenue$161,733
Expenses$143,487
Net Income$18,246
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Jan 24, 2018
Return Version
2016v3.0
Gross Receipts
$162,071
Mission and Program Overview

Mission

The organization strives to build a better community by uniting people resouces to meet local needs. The organization provides leadership guidance during a united campaign to solicit funds for various agencies in accordance with the direction intention of donors.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$33,673$102,035▲ $68,362
Savings and Temporary Cash Investments$54,245$55,480▲ $1,235
Pledges and Grants Receivable$34,941$24,126▼ $10,815
Accounts Receivable$31,997$13,254▼ $18,743
Total Assets$154,856$194,895▲ $40,039
Liabilities
Grants Payable$80,369$105,033▲ $24,664
Accounts Payable and Accrued Expenses$4,868$1,997▼ $2,871
Total Liabilities$85,237$107,030▲ $21,793
Net Assets / Fund Balance
Unrestricted Net Assets$64,407$87,865▲ $23,458
Temporarily Rstr Net Assets$5,212--
Total Net Assets Fund Balance$69,619$87,865▲ $18,246
Total Liabilities and Net Assets / Fund Balance$154,856$194,895▲ $40,039
Compensation and Service Providers

Board Members and Trustees

NameTitle
Mike DraperBoard Chair
Shanna KennonCampaign Chair
Janice TaylorCommunity Impact Co-Chair
Kim PlunkCommunity Impact Co-Chair
Jennifer LowrieBoard Member
John LatimerBoard Member
Lyle Van LewBoard Member
Michael PierceBoard Member
Verneda HerringBoard Member
Revenue and Support

Revenue Composition

Contributions and Grants
$94,619
Program Service Revenue
$0
Investment Income
$1,287
Other Revenue
$65,827
All Other Contributions
$94,619
Change in Net Assets
$18,246
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$103,796
Salaries, Compensation, and Employee Benefits$25,735
Other Expenses$13,956
Total Fundraising Expense$6,974
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$103,796--$103,796
Other Salaries and Wages$15,459$3,567$4,757$23,783
Fees for Services Accounting-$5,834-$5,834
Payroll Taxes$1,269$293$390$1,952
Occupancy$1,170$180$450$1,800
Information Technology$1,161$179$446$1,786
Other Expenses$809$192$480$809
All Other Expenses$237$36$90$363
Office Expenses$101$16$39$156
Conferences and Meetings$25$4$9$38
Total Functional Expenses$126,087$10,426$6,974$143,487
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Ministerial Alliance of Benton CoCamden, TN501 c 3-$13,000
TN Rehabilitation CenterCamden, TN501 c 3-$7,800
Rescue Squad of Benton CoCamden, TN501 c 3-$7,703
Senior Citizens Center of Benton CountyCamden, TN501 c 3-$6,500
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$66,165
Fundraising Direct Expenses$338
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Radio Auction$65,946$65,946$107$65,839
Stuff thr Bus$219$219$231$-12
Total Events$66,165$66,165$338$65,827
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes-
Governance and Compliance

Governance Checklist

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

Governance Explanations

Form 990, Part VI, Section B, Line 11A

The Form 990 is e-mailed to board members. The board then reviews and discusses at a board meeting.

Form 990, Part VI, Section B, Line 12C

The organization requires disclosure of conflicts of interest.

Form 990, Part VI, Section B, Line 15

The board performs an annual review and evaluation of the director as part of determining compensation.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents conflict of interest policy, and financial statements available through the Guidestar web site and upon request.

Filing and Contact Details

Filer

Filer Name
United Way of Benton County
EIN
62-1778014
Phone
7314412299
Address
PO Box 694, Camden, TN 38320

Signing Officer

Name
Jo Jones
Title
Director
Signed
2018-01-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mike Draper
Formed
1999
Legal Domicile
Tn
Voting Board Members
9
Independent Board Members
9
Employees
1
Volunteers
40

Preparer

Firm
Joe Osterfeld CPA
Address
PO Box 807, Columbia, TN 38402
Preparer
Joe Osterfeld
Phone
9313887144
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IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt054245
IRS990/SavingsAndTempCashInvstGrp/EOYAmt055480
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt094619
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt088606
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt074421
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0151786
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0144923
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0554355
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01287
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt065
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt046
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt039
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01347
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt02784
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99500
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportPY170Pct00.94030
IRS990ScheduleA/PublicSupportTotal170Amt0554355
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt094619
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt088606
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt074421
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0151786
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0144923
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0554355
IRS990ScheduleA/TotalSupportAmt0557139
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0false
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Federal income taxes
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Financial derivatives and other financial products
IRS990ScheduleD/OtherSecuritiesGrp/Desc1Closely-held equity interests
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0338
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Radio Auction
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Stuff thr Bus
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt065946
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt0219
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt066165
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt065946
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt0219
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt066165
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt065827
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0338
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0107
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt0231
IRS990ScheduleG/InPersonSolicitationsInd0X
IRS990ScheduleG/LicensedStatesCd0TN
IRS990ScheduleG/MailSolicitationsInd0X
IRS990ScheduleG/PhoneSolicitationsInd0X
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt013000
IRS990ScheduleI/RecipientTable/CashGrantAmt17703
IRS990ScheduleI/RecipientTable/CashGrantAmt26500
IRS990ScheduleI/RecipientTable/CashGrantAmt37800
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501 c 3
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501 c 3
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501 c 3
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501 c 3
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Ministerial Alliance of Benton Co
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1Rescue Squad of Benton Co
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2Senior Citizens Center of Benton County
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3TN Rehabilitation Center
IRS990ScheduleI/RecipientTable/RecipientEIN0621570818
IRS990ScheduleI/RecipientTable/RecipientEIN1237411550
IRS990ScheduleI/RecipientTable/RecipientEIN2581624046
IRS990ScheduleI/RecipientTable/RecipientEIN3620719494
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0PO Box 94
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1PO Box 658
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2PO Box 34
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt3560 Benton Industrial Park
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Camden
IRS990ScheduleI/RecipientTable/USAddress/CityNm1Camden
IRS990ScheduleI/RecipientTable/USAddress/CityNm2Camden
IRS990ScheduleI/RecipientTable/USAddress/CityNm3Camden
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0TN
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1TN
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2TN
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3TN
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd038230
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd138230
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd238230
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd338230
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0The organization requires reports from the recipient organizations that receive funding regarding the activity being funded.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I Line 2
IRS990ScheduleI/Total501c3OrgCnt04
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Form 990 is e-mailed to board members. The board then reviews and discusses at a board meeting.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The organization requires disclosure of conflicts of interest.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The board performs an annual review and evaluation of the director as part of determining compensation.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The organization makes its governing documents conflict of interest policy, and financial statements available through the Guidestar web site and upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, Line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0TN
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt05212
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0154856
IRS990/TotalAssetsEOYAmt0194895
IRS990/TotalAssetsGrp/BOYAmt0154856
IRS990/TotalAssetsGrp/EOYAmt0194895

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.17$0.62$1.56$1.27$1.20$0.07
2024Summary only. Only limited summary data is available for this year.$2.11$0.62$1.38$1.23$0.15
2023Detailed filing. Detailed filing data is available for this year.$1.88$0.53$1.34$1.15$1.16$0.01
2022Summary only. Only limited summary data is available for this year.$1.99$0.63$1.37$1.27$0.10
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.98$0.81$1.17$1.38$1.30$0.08
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.77$0.74$1.03$1.29$1.16$0.14
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.53$0.64$0.89$1.19$1.14$0.04
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.69$0.84$0.85$1.39$1.42$0.03
2017Detailed filing. Detailed filing data is available for this year.$1.95$1.07$0.88$1.62$1.43$0.18
2016Summary only. Only limited summary data is available for this year.$1.55$0.85$0.70$1.49$1.27$0.22
2015Summary only. Only limited summary data is available for this year.$1.29$0.82$0.47$1.34$1.36$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.45$0.93$0.53$1.52$1.36$0.16
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.39$1.02$0.37$1.50
2012Summary only. Only limited summary data is available for this year.$1.56$1.15$0.41$1.54$1.57$0.03
2011Summary only. Only limited summary data is available for this year.$1.44$1.00$0.44$1.38$1.42$0.04
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.58$1.10$0.48$1.46$1.51$0.05