United Way of the Ocoee Region, Inc.
Meets Standards
Standards For Charity Accountability
Governance
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Board Oversight
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Board Size
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Board Meetings
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Board Compensation
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Conflict of Interest
Measuring Effectiveness
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Effectiveness Policy
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Effectiveness Report
Finances
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Program Expenses
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Fundraising Expenses
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Accumulating Funds
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Audit Report
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Detailed Expense Breakdown
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Accurate Expense Reporting
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Budget Plan
Fundraising & Info
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Truthful Materials
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Annual Report
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Website Disclosures
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Donor Privacy
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Cause Marketing Disclosures
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Complaints
United Way of the Ocoee Region, Inc. meets the 20 Standards for Charity Accountability.
Stated Purpose:
"The mission of the United Way of the Ocoee Region is to be a community-based organization that leads the efforts in identifying community needs, facilitating collaboration, and maximizing resources to positively impact our community and the surrounding area. Our service area includes Bradley and Polk Counties."
Year, State Incorporated:
1938, TN
United Way identifies needs and provides solutions to its communities' toughest problems. It is bringing people of the Ocoee Region together around a common cause, a common vision, and a common path forward. The United Way of the Ocoee Region connects people in Bradley and Polk Counties to community by bringing stakeholders together to address the crisis and chronic issues the community faces. It fights to find solutions to these issues in education, health, and stability by connecting our community to the needs and resources available.
For the year ended December 31, 2023, United Way of the Ocoee Region, Inc.'s program expenses were:
| Programs | $3,365,724 |
| Total Program Expenses | $3,365,724 |
Chief Executive
Stephanie Linkous, President/CEO
Compensation*
$125,653
Chair of the Board
Mr. Bill Martin, Chairman of the Board
Chair's Profession / Business Affiliation
Pinnacle Bank
Board Size
37
Paid Staff Size
13
* Compensation includes annual salary and, if applicable, benefit plans, expense accounts and other allowances.
Method(s) Used:
Direct mail appeals, Invitations to fund raising events, Radio, Grant proposals, Internet, Planned giving arrangements, Appeals via Social Media (Facebook, etc.)
This organization is tax-exempt under section 501(c)(3) of the Internal Revenue Code. It is eligible to receive contributions deductible as charitable donations for federal income tax purposes.
The following information is based on United Way of the Ocoee Region, Inc.'s IRS Form 990 for the year ended December 31, 2023.
Source of Funds
| Contributions and Grants | $1,823,161 |
| Investment Income | $857,606 |
| Program Service Revenue | $149,034 |
| Other Revenue | $173 |
| Total Income | $2,829,974 |
Programs: 91% Fundraising: 6% Administrative: 3%
| Total Income | $2,829,974 |
| Total expenses: | $3,696,435 |
| Program expenses | $3,365,724 |
| Fundraising expenses | $223,809 |
| Administrative expenses | $106,902 |
| Other expenses | $0 |
| Income in Excess of Expenses | $-866,461 |
| Beginning Net Assets | $28,237,725 |
| Other Changes In Net Assets | $3,020,886 |
| Ending Net Assets | $30,392,150 |
| Total Liabilities | $962,239 |
| Total Assets | $34,609,975 |
An organization may change its practices at any time without notice. A copy of this report has been shared with the organization prior to publication. It is not intended to recommend or deprecate, and is furnished solely to assist you in exercising your own judgment. If the report is about a charity and states the charity meets or does not meet the Standards for Charity Accountability, it reflects the results of an evaluation of information and materials provided voluntarily by the charity. The name Better Business Bureau is a registered service mark of the International Association of Better Business Bureaus.
This report is not to be used for fundraising or promotional purposes.
RELATED CONTENT
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Meets Standards
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Standards Not Met
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Did Not Disclose
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Review in Progress
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Unable to Verify
Report completed by:
BBB Serving Southeast Tennessee & Northwest Georgia