United Way Of Bradley County Endowment Trust

Cleveland, TN
Tax-exempt since May 1992
EIN: 58-1984790

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$7.09k (2023)

Expenses

$1.34k (2023)

Total Assets

$289k (2023)

Total Liabilities

$0 (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Revenue

$7,087

Expenses

$1,337

Net Income

$5,750

Net Assets

$288,562

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$7,793	> 100%
Net Fundraising	$0
Sales of Assets	-$706
Net Inventory Sales	$0
Other Revenue	$0

Assets/Debt
Total Assets	$288,562
Total Liabilities	$0
Net Assets	$288,562

Compensation

Key Employees and Officers	Compensation	Other
Mike Griffin (Director)	$0	$0
Bruce Bradford (Director)	$0	$0
Dr Linda Cash (Director)	$0	$0
Nancy Casson (Director)	$0	$0
Brenda Choate (Immediate Past Board Chair)	$0	$0
Ken Dew (Director)	$0	$0
Matt Jenne (Director)	$0	$0
Chris Newton (Director)	$0	$0
Andy Williams (Director)	$0	$0
Erika Moore (Director)	$0	$0
Cindy Slater (Director)	$0	$0
Adam Osborne (Director)	$0	$0

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990-EZ

Filed on Aug. 26, 2024

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Fiscal Year Ending Dec.
2022

Revenue

$5,756

Expenses

$1,369

Net Income

$4,387

Net Assets

$259,541

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$7,190	> 100%
Net Fundraising	$0
Sales of Assets	-$1,434
Net Inventory Sales	$0
Other Revenue	$0

Assets/Debt
Total Assets	$259,541
Total Liabilities	$0
Net Assets	$259,541

Compensation

Key Employees and Officers	Compensation	Other
Bruce Bradford (Director)	$0	$0
Ken Dew (Director)	$0	$0
Dr Linda Cash (Director)	$0	$0
Nancy Casson (Director)	$0	$0
Brenda Choate (Director)	$0	$0
Mike Griffin (Director)	$0	$0
Matt Jenne (Director)	$0	$0
Bill Martin (Treasurer)	$0	$0
Erika Moore (Director)	$0	$0
Chris Newton (Director)	$0	$0
Dr Rubi Porter (Secretary)	$0	$0
Cindy Slater (Director)	$0	$0
Dr Matthew Tolbert (President)	$0	$0
Andy Williams (Director)	$0	$0
Stephanie Linkous (Executive Di)	$0	$0

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990-EZ

Filed on Aug. 15, 2023

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Fiscal Year Ending Dec.
2021

Revenue

$9,293

Expenses

$1,312

Net Income

$7,981

Net Assets

$287,523

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$8,631	92.9%
Net Fundraising	$0
Sales of Assets	$662	7.1%
Net Inventory Sales	$0
Other Revenue	$0

Assets/Debt
Total Assets	$287,523
Total Liabilities	$0
Net Assets	$287,523

Compensation

Key Employees and Officers	Compensation	Other
Daniel Bradley (Director)	$0	$0
Janice Baker (Director)	$0	$0
Ralph Baldwin (Director)	$0	$0
Keith Barrett (Director)	$0	$0
Ron Braam (Director)	$0	$0
Bruce Bradford (Vice Chair)	$0	$0
Ken Dew (Director)	$0	$0
Dr Linda Cash (Vice Chair)	$0	$0
Nancy Casson (Vice Chair)	$0	$0
Brenda Choate (Board Chair)	$0	$0
Russell Dyer (Director)	$0	$0
Ron England (Director)	$0	$0
Gary Farlow (Vice Chair)	$0	$0
Joe Fivas (Director)	$0	$0
Mike Griffin (Director)	$0	$0
Dr Shane Griffith (Vice Chair)	$0	$0
Tim Henderson (Director)	$0	$0
Taylor Howard (Director)	$0	$0
Carolyn Jackson (Director)	$0	$0
Adam Lewis (Director)	$0	$0
Matt Jenne (Vice Chair)	$0	$0
Jack Mcneely (Director)	$0	$0
Bill Martin (Treasurer)	$0	$0
Bill Moats (Director)	$0	$0
John Moses (Director)	$0	$0
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990-EZ

Filed on Aug. 3, 2022

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Fiscal Year Ending Dec.
2020

Revenue

$104

Expenses

$1,097

Net Income

-$993

Net Assets

$245,153

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$6,162	> 100%
Net Fundraising	$0
Sales of Assets	-$6,058
Net Inventory Sales	$0
Other Revenue	$0

Assets/Debt
Total Assets	$245,153
Total Liabilities	$0
Net Assets	$245,153

Compensation

Key Employees and Officers	Compensation	Other
Daniel Bradley (Director)	$0	$0
Janice Baker (Director)	$0	$0
Ralph Baldwin (Director)	$0	$0
Keith Barrett (Director)	$0	$0
Ron Braam (Director)	$0	$0
Bruce Bradford (Director)	$0	$0
Mike Callaway (Director)	$0	$0
Dr Linda Cash (Director)	$0	$0
Nancy Casson (Vice Chair)	$0	$0
Brenda Choate (Vice Chair)	$0	$0
Phil Cook (Chair)	$0	$0
Russell Dyer (Director)	$0	$0
Ron England (Director)	$0	$0
Gary Farlow (Vice Chair)	$0	$0
Dr Rodney Fitzgerald (Vice Chair)	$0	$0
Joe Fivas (Director)	$0	$0
Mike Griffin (Chairman)	$0	$0
Dr Shane Griffith (Vice Chair)	$0	$0
Tim Henderson (Director)	$0	$0
Taylor Howard (Director)	$0	$0
Carolyn Jackson (Director)	$0	$0
Matt Jenne (Vice Chair)	$0	$0
Bill Martin (Treasurer)	$0	$0
Bill Moats (Director)	$0	$0
Erika Moore (Director)	$0	$0
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990-EZ

Filed on June 21, 2021

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Fiscal Year Ending Dec.
2019

Revenue

$43,963

Expenses

$182

Net Income

$43,781

Net Assets

$227,317

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$40,000	91.0%
Program Services	$0
Investment Income	$2,955	6.7%
Net Fundraising	$0
Sales of Assets	$1,008	2.3%
Net Inventory Sales	$0
Other Revenue	$0

Assets/Debt
Total Assets	$227,317
Total Liabilities	$0
Net Assets	$227,317

Compensation

Key Employees and Officers	Compensation	Other
Daniel Bradley (Director)	$0	$0
Janice Baker (Director)	$0	$0
Ralph Baldwin (Director)	$0	$0
Keith Barrett (Director)	$0	$0
Ron Braam (Director)	$0	$0
Bruce Bradford (Director)	$0	$0
Mike Callaway (Director)	$0	$0
Dr Linda Cash (Director)	$0	$0
Nancy Casson (Vice Chair)	$0	$0
Brenda Choate (Director)	$0	$0
Phil Cook (Chairman Ele)	$0	$0
Russell Dyer (Director)	$0	$0
Ron England (Director)	$0	$0
Dr Bill Estes (Director)	$0	$0
Gary Farlow (Vice Chair)	$0	$0
Dr Rodney Fitzgerald (Vice Chair)	$0	$0
Joe Fivas (Director)	$0	$0
Mike Griffin (Chairman)	$0	$0
Dr Shane Griffith (Treasurer)	$0	$0
Tim Henderson (Director)	$0	$0
Terry Henry (Vice Chair)	$0	$0
Taylor Howard (Director)	$0	$0
Carolyn Jackson (Director)	$0	$0
Matt Jenne (Vice Chair)	$0	$0
Steve Ledbetter (Director)	$0	$0
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990-EZ

Filed on July 29, 2020

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Fiscal Year Ending Dec.
2018

Revenue

$672

Expenses

Net Income

$672

Net Assets

$178,442

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$672	100%
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Assets/Debt
Total Assets	$178,442
Total Liabilities	$0
Net Assets	$178,442

Compensation

Key Employees and Officers	Compensation	Other
Janice Baker (Director)	$0	$0
Ralph Baldwin (Director)	$0	$0
Keith Barrett (Director)	$0	$0
Milan Blake (Director)	$0	$0
Ron Braam (Director)	$0	$0
Bruce Bradford (Director)	$0	$0
Mike Callaway (Director)	$0	$0
Dr Linda Cash (Director)	$0	$0
Nancy Casson (Vice Chair)	$0	$0
Brenda Choate (Vice Chair)	$0	$0
Delita Cobb (Director)	$0	$0
Phil Cook (Chairman Ele)	$0	$0
Russell Dyer (Director)	$0	$0
Cesar Escarcega (Director)	$0	$0
Ron England (Director)	$0	$0
Dr Bill Estes (Director)	$0	$0
Gary Farlow (Vice Chair)	$0	$0
Cameron Fisher (Vice Chair)	$0	$0
Dr Rodney Fitzgerald (Vice Chair)	$0	$0
Joe Fivas (Director)	$0	$0
Coleman Foss (Vice Chair)	$0	$0
Mike Griffin (Chairman)	$0	$0
Dr Shane Griffith (Treasurer)	$0	$0
Tim Henderson (Director)	$0	$0
Terry Henry (Vice Chair)	$0	$0
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990-EZ

Filed on July 25, 2019

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Fiscal Year Ending Dec.
2017

Revenue

$1,723

Expenses

$35

Net Income

$1,688

Net Assets

$177,770

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$1,723	100%
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Assets/Debt
Total Assets	$177,770
Total Liabilities	$0
Net Assets	$177,770

Compensation

Key Employees and Officers	Compensation	Other
Janice Baker (Director)	$0	$0
Ralph Baldwin (Director)	$0	$0
Keith Barrett (Director)	$0	$0
Milan Blake (Director)	$0	$0
Ron Braam (Director)	$0	$0
Bruce Bradford (Director)	$0	$0
Mike Callaway (Director)	$0	$0
Dr Linda Cash (Director)	$0	$0
Nancy Casson (Vice Chair)	$0	$0
Brenda Choate (Vice Chair)	$0	$0
Delita Cobb (Director)	$0	$0
Phil Cook (Chairman Ele)	$0	$0
Russell Dyer (Director)	$0	$0
Cesar Escarcega (Director)	$0	$0
Ron England (Director)	$0	$0
Dr Bill Estes (Director)	$0	$0
Gary Farlow (Vice Chair)	$0	$0
Cameron Fisher (Vice Chair)	$0	$0
Dr Rodney Fitzgerald (Vice Chair)	$0	$0
Joe Fivas (Director)	$0	$0
Coleman Foss (Vice Chair)	$0	$0
Mike Griffin (Chairman)	$0	$0
Dr Shane Griffith (Treasurer)	$0	$0
Tim Henderson (Director)	$0	$0
Terry Henry (Vice Chair)	$0	$0
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990-EZ

Filed on Aug. 15, 2018

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Fiscal Year Ending Dec.
2016

Revenue

$1,684

Expenses

Net Income

$1,683

Net Assets

$176,082

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$1,684	100%
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Assets/Debt
Total Assets	$176,082
Total Liabilities	$0
Net Assets	$176,082

Compensation

Key Employees and Officers	Compensation	Other
Matt Ryerson (President)	$99,183	$20,817
Janice Baker (Director)	$0	$0
Ralph Baldwin (Director)	$0	$0
Keith Barrett (Director)	$0	$0
Milan Blake (Director)	$0	$0
Ron Braam (Director)	$0	$0
Bruce Bradford (Director)	$0	$0
Dr Linda Cash (Director)	$0	$0
Nancy Casson (Director)	$0	$0
Brenda Choate (Director)	$0	$0
Delita Cobb (Director)	$0	$0
Russell Dyer (Director)	$0	$0
Cesar Escarcega (Director)	$0	$0
Dr Bill Estes (Director)	$0	$0
Gary Farlow (Director)	$0	$0
Cameron Fisher (Director)	$0	$0
Dr Rodney Fitzgerald (Director)	$0	$0
Joe Fivas (Director)	$0	$0
Coleman Foss (Director)	$0	$0
Mike Griffin (Chairman Ele)	$0	$0
Dr Shane Griffith (Director)	$0	$0
Tim Henderson (Director)	$0	$0
Terry Henry (Director)	$0	$0
Taylor Howard (Director)	$0	$0
Chuck Jabaley (Director)	$0	$0
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990-EZ

Filed on Aug. 8, 2017

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Fiscal Year Ending Dec.
2015

Revenue

$25,153

Expenses

$34

Net Income

$25,119

Net Assets

$174,399

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$25,000	99.4%
Program Services	$0
Investment Income	$153	0.6%
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Assets/Debt
Total Assets	$174,399
Total Liabilities	$0
Net Assets	$174,399

Compensation

Key Employees and Officers	Compensation	Other
Tanya Mazzolini (Chairman)	$0	$0
Matt Jenne (Chairman Ele)	$0	$0
Merica Stum (Secretary)	$0	$0
Dr Rubi Porter (Treasurer)	$0	$0
Janice Baker (Director)	$0	$0
Keith Barrett (Director)	$0	$0
Scott Beck (Director)	$0	$0
Bruce Bradford (Director)	$0	$0
Ron Braam (Director)	$0	$0
Mike Callaway (Director)	$0	$0
Brenda Knight Choate (Director)	$0	$0
Delita Cobb (Director)	$0	$0
Nancy Casson (Director)	$0	$0
Phil Cook (Director)	$0	$0
Dr Bill Estes (Director)	$0	$0
Gary Farlow (Director)	$0	$0
Cameron Fisher (Director)	$0	$0
Dr Rodney Fitzgerald (Director)	$0	$0
Coleman Foss (Director)	$0	$0
Bill George (Director)	$0	$0
Mike Griffin (Director)	$0	$0
Terry Henry (Director)	$0	$0
Taylor Howard (Director)	$0	$0
Chuck Jabaley (Director)	$0	$0
Carolyn Jackson (Director)	$0	$0
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990-EZ

Filed on Aug. 5, 2016

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Fiscal Year Ending Dec.
2014

Revenue

$10,189

Expenses

Net Income

$10,186

Net Assets

$149,280

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$10,000	98.1%
Program Services	$0
Investment Income	$189	1.9%
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Assets/Debt
Total Assets	$149,280
Total Liabilities	$0
Net Assets	$149,280

Compensation

Key Employees and Officers	Compensation	Other
Tanya Mazzolini (Chairman)	$0	$0
Cynthia Slater (Chairman Ele)	$0	$0
Keith Barrett (Director)	$0	$0
Nancy Casson (Director)	$0	$0
Gary Farlow (Director)	$0	$0
Coleman Foss (Director)	$0	$0
Mike Griffin (Director)	$0	$0
Terry Henry (Director)	$0	$0
Matt Jenne (Secretary)	$0	$0
Jack Robbins (Director)	$0	$0
Lee Stewart (Director)	$0	$0
Mickey Torbett (Director)	$0	$0
Andy Williams (Director)	$0	$0
Nelson Wooldridge (Director)	$0	$0
Dr Rubi Porter (Treasurer)	$0	$0
Art Rhodes (Immediate Pa)	$0	$0
Pat Fuller (Director)	$0	$0
Merica Stum (Director)	$0	$0
Matt Ryerson (President)	$0	$0

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990-EZ

Filed on Aug. 12, 2015

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Fiscal Year Ending Dec.
2013

Revenue

$88

Expenses

$35

Net Income

$53

Net Assets

$139,094

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$88	100%
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Assets/Debt
Total Assets	$139,094
Total Liabilities	$0
Net Assets	$139,094

Compensation

Key Employees and Officers	Compensation	Other
Mike Griffin (Director)	$0	$0
Art Rhodes (Chairman)	$0	$0
Tanya Mazzolini (Chairman Ele)	$0	$0
Keith Barrett (Director)	$0	$0
Nancy Casson (Director)	$0	$0
Terry Henry (Director)	$0	$0
Don Lorton (Director)	$0	$0
Coleman Foss (Director)	$0	$0
Mickey Torbett (Director)	$0	$0
Matt Jenne (Director)	$0	$0
Dr Rodney Fitzgerald (Director)	$0	$0
Gary Farlow (Director)	$0	$0
Dr Rubi Porter (Treasurer)	$0	$0
Jack Robbins (Director)	$0	$0
Lee Stewart (Director)	$0	$0
Andy Williams (Director)	$0	$0
Nelson Wooldridge (Director)	$0	$0
Matt Ryerson (President)	$0	$0
Cynthia Slater (Secretary)	$0	$0

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990-EZ

Filed on July 17, 2014

Short form tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Dec.
2012

Revenue

$512

Expenses

$35

Net Income

$477

Net Assets

$139,041

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$512	100%
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Assets/Debt
Total Assets	$139,041
Total Liabilities	$0
Net Assets	$139,041

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$1,009

Expenses

$35

Net Income

$974

Net Assets

$138,564

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$1,009	100%
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Assets/Debt
Total Assets	$138,564
Total Liabilities	$0
Net Assets	$138,564

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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United Way Of Bradley County Endowment Trust

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $7.09k (2023)

Expenses $1.34k (2023)

Total Assets $289k (2023)

Total Liabilities $0 (2023)

Tax Filings by Year

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from 990-EZ

Compensation

Document Links

990-EZ

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from 990-EZ

Compensation

Document Links

990-EZ

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from 990-EZ

Compensation

Document Links

990-EZ

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from 990-EZ

Compensation

Document Links

990-EZ

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from 990-EZ

Compensation

Document Links

990-EZ

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from 990-EZ

Compensation

Document Links

990-EZ

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from 990-EZ

Compensation

Document Links

990-EZ

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from 990-EZ

Compensation

Document Links

990-EZ

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from 990-EZ

Compensation

Document Links

990-EZ

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from 990-EZ

Compensation

Document Links

990-EZ

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from 990-EZ

Compensation

Document Links

990-EZ

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from 990-EZ

Document Links

990-EZ

Revenue

$7.09k (2023)

Expenses

$1.34k (2023)

Total Assets

$289k (2023)

Total Liabilities

$0 (2023)

Fiscal Year Ending Dec.
2023

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2022

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2021

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2020

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2019

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2018

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2014

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2013

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2012

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2010

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2009

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2008

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2007

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