United Fund of Cumberland County Inc General Information Contact Information Nonprofit United Fund of Cumberland County Inc Address 348 Taylor Street Suite 101 Crossville, TN 38555 4381 Phone (931) 484-4082 Web Site Web Site Facebook Facebook Email hollyneal@cumberlandunitedfund.org At A Glance Year of Incorporation 1966 1
Mission & Impact Statements Mission The United Fund of Cumberland County, Inc. provides administrative and other central services for the public and private health, welfare, character building and recreation, education service, charitable and philanthropic agencies and community organizations and the general public of Crossville, Cumberland County, and vicinity. Impact Provides grants for 36 non-profits in Cumberland County.Provide free workshops for local non-profits Needs Volunteers to help in the office with light secretarial duties or help maintain the grounds. We also need volunteers to help with events throughout the year. Other ways to donate, support, or volunteer Other way's to donate is by mailing a check, on-line @ www.cumberlandunitedfund.org, phone in a donation, inkind donations and running vehicles. Service Categories Primary Organization Category Human Services / Fund Raising & Fund Distribution Secondary Organization Category Community Improvement, Capacity Building / Areas of Service Areas Served TN - Cumberland Cumberland County, TNCrossville, TN38555, 38557, 38558, 38571, 38572 CEO Statement The United Fund's motto is "Neighbors helping neighbors". We are unique in that money raised in Cumberland County benefits programs and services offered to people in our area. 2
Programs Programs Educational Description Educational presentations are made to the public about our partner agencies and the programs and services they provide our community. Population Served,, 3
Governance Board Chair Board Chair Mrs. Ashley DeRossett Company Affiliation VP Chamber of Commerce Term Jan 2018 to Jan 2019 Email ashley.derossett@crossville-chamber.com Board Members Name Affiliation Status Mr. Chris Brown CoLinx Voting Mr. Don Alexander Crossville Housing Authority Voting Mr. Jason Allred CoLinx Voting Mrs. Tiffany Atkinson MasterCorp Voting Mrs. Allison Brendel Roane State Community College Voting Mr. Philip Burnett Bean, Smith & Burnett Attorney Voting Mr. Jeff Cooper Gwin Realty Voting Mrs. Ashley DeRossett Mrs. Christy Dolinich Greater Cumberland County Chamber of Commerce Home Away From Home Childcare Center Voting Voting Mr.. Larry Doster Crossville Trophy NonVoting Mrs. Sara Drake Retired Educator Voting Mr. Mike Ferry Retired Voting Mrs. Jodi Fields Highland Federal Savings and Loan Voting Mrs. Janice Hamby Third TN Realty Voting Mr. Bill Heinsch Retired Postal Worker Voting Mr. Frank Horvath Good Samaritan Society Voting Mrs. Jeanene Houston Hilltoppers Executive Director Voting Rev. Janet Martinez Hispanic Fellowship Voting Mr. Bill Oglesby Brown Insurance Group NonVoting Ms. Pauline Sherrer Crossville Chronicle Publisher Voting Mr. Stuart Smith Cumberland County Bank Voting Mrs. Cindy Turner Regions Bank Voting Mr. Ben Whitson First National Bank Voting Ms. Pat Whittenburg Cumberland Medical Center Voting Mrs. Carmen Wyatt Good Times owner Voting Board Demographics - Ethnicity African American/Black 0 Asian American/Pacific Islander 0 4
Caucasian 99 Hispanic/Latino 1 Native American/American Indian 0 Other 0 Board Demographics - Gender Male 12 Female 13 Unspecified 0 Governance Board Term Lengths 3 Board Term Limits 0 Board Meeting Attendance % 75% Written Board Selection Criteria? Written Conflict of Interest Policy? No Percentage Making Monetary Contributions 98% Percentage Making In-Kind Contributions 98% Constituency Includes Client Representation Number of Full Board Meetings Annually 4 Standing Committees Development / Fund Development / Fund Raising / Grant Writing / Major Gifts Executive Nominating Special Events (Golf Tournament, Walk / Run, Silent Auction, Dinner / Gala) Risk Management Provisions Workers Compensation and Employers' Liability 5
Management Executive Director/CEO Executive Director Ms. Holly Neal Term Start Feb 2001 Email hollyneal@cumberlandunitedfund.org Former CEOs Name Term Mr. Glenn S. Miller July 1971 - Feb 0 Mr. Mark Tucker July 1966 - July 0 Staff Full Time Staff 0 Part Time Staff 1 Volunteers 150 Contractors 1 Retention Rate 100% Plans & Policies Does the organization have a documented Fundraising Plan? Does the organization have an approved Strategic Plan? Under Development In case of a change in leadership, is a Management Succession plan in place? Does the organization have a Policies and Procedures Plan? Does the organization have a Nondiscrimination Policy? Does the organization have a Whistle Blower Policy? Does the organization have a Document Destruction Policy? No Awards Awards Award/Recognition Organization Year 50 years of Service to our Community County & City Government 2016 6
Financials Fiscal Year Fiscal Year Start Jan 01 2018 Fiscal Year End Dec 31 2018 Projected Revenue $378,900.00 Projected Expenses $278,900.00 Endowment Value $0.00 Endowment Spending Percentage (if selected) 0% Detailed Financials Revenue and Expenses Total Revenue $444,249 $287,124 $436,042 Total Expenses $391,705 $368,691 $381,269 Revenue Sources Foundation and Corporation $0 $0 $0 Contributions Government Contributions $0 $0 $0 Federal $0 $0 $0 State $0 $0 $0 Local $0 $0 $0 Unspecified $0 $0 $0 Individual Contributions $0 $0 $0 Indirect Public Support $429,863 $375,793 $422,423 Earned Revenue $0 $0 $0 Investment Income, Net of Losses $511 $408 $386 Membership Dues $0 $0 $0 Special Events $0 $0 $0 Revenue In-Kind $0 $0 $0 Other $13,875 $12,950 $13,233 7
Expense Allocation Program Expense $310,343 $289,356 $308,352 Administration Expense $60,936 $59,019 $59,591 Fundraising Expense $20,426 $20,316 $13,326 Payments to Affiliates -- -- $0 Total Revenue/Total Expenses 1.13 0.78 1.14 Program Expense/Total Expenses 79% 78% 81% Fundraising Expense/Contributed Revenue 5% 5% 3% Assets and Liabilities Total Assets $578,604 $528,592 $510,530 Current Assets $292,715 $235,667 $209,954 Long-Term Liabilities $176,474 $179,009 $181,437 Current Liabilities $1,380 $1,377 $1,347 Total Net Assets $400,750 $348,206 $327,746 Short Term Solvency Current Ratio: Current Assets/Current Liabilities 212.11 171.15 155.87 Long Term Solvency Long-Term Liabilities/Total Assets 30% 34% 36% Top Funding Sources Top Funding Source & Dollar Amount Federated Campaigns $429,863 Federated Campaigns $375,793 Federated Campaigns $422,423 Second Highest Funding Source & Dollar Other Revenue Other Revenue Other Revenue Amount $13,875 $12,950 $13,233 Third Highest Funding Source & Dollar Amount Investment Income $511 Investment Income $408 Investment Income $386 Capital Campaign Is the organization currently conducting a Capital Campaign for an endowment or the purchase of a major asset? No Capital Campaign Goal $0.00 State Charitable Solicitations Permit TN Charitable Solicitations Registration - Expires June 2019 GivingMatters.com Financial Comments Financials figures taken from Form 990. Form 990 is prepared by Trisha G. Burnett EA. Form 990 and audit are reconciled. Comment provided by Kathryn Bennett 10/31/18. Created 02.26.2019. Copyright 2019 The Community Foundation of Middle Tennessee 8