Roane County United Way EIN 23-7337273 Form 990 (PDF) Claim this org

Roane County United Way

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Mobilizes community caring power to improve lives. For fiscal year 2025 it reported $196K in revenue, $269K in expenses, and $538K in net assets.Pt I

Type
Public foundation / grantmaker · Foundations & Grantmakers
Location
Harriman, TN
Website
www.unitedwayroane.org
Filings
5 on file (2020–2025)
Revenue
$196KFY2025
Expenses
$269K
Net assets
$538K
People
32
Filings
5
Updates
0
More identity details & actions ⌄
EIN  23-7337273 Public foundation / grantmaker Harriman, TN
Form 990 (PDF)
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Size
<$100K
What they do
Mobilizes community caring power to improve lives.
Leadership
Sandy Leavell · Executive Di · $53K
Money in and out
$196K revenue, $269K expenses
Bottom line
65% program efficiency
Grants paid & assets · FY2025
Total revenue
$196K
Pt VIII · Ln 12
Total expenses
$269K
Pt IX · Ln 25
Net assets
$538K
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): −$73K
Where spending went · Part IX cols B–D
Program services $0.65 Management & general $0.29 Fundraising $0.06
Program efficiency
65%
of spending reaches programs▲ +191% vs prior filing year
Operating runway
21.1mo
months of highly liquid reserves at operating expense rate▼ -50% vs prior filing year
Surplus margin
-37%
revenue over expenses, this year▼ -299% vs prior filing year

Summary of the Filing

Part I · fiscal year 2025 · Form 990
Revenue
$196K
FY2025▲ +5%
Expenses
$269K
FY2025▲ +77%
Total assets
$569K
FY2025▼ -8%
Total liabilities
$31K
FY2025▲ +203%
Total revenue
$196K
Pt VIII · Ln 12
Total expenses
$269K
Pt IX · Ln 25
Net assets
$538K
Pt X · Ln 32
Revenue less expensesPt I · Ln 19−$73K
Total assetsPt X · Ln 16$569K
Program-expense ratioPt IX · col B65%
Voting members of governing bodyPt I · Ln 316
Independent voting membersPt I · Ln 416
Mission & Programs · Part III

Where the work happens

2 program services account for $183K of program spending, described in the organization's own filed words · FY2024.
01

The organization has a campaign to allow them to further human service programs, and promote prevention activities in roane county by providing agencies direct and indirect finanical assistance.

$175Kprogram expense
02

The organization has a campaign to allow them to further human service programs, and promote prevention activities in roane county by providing agencies direct and indirect finanical assistance.

$8Kprogram expense

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Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item CRoane County United Way
EINHdr · item D23-7337273
Principal addressHdr · item CHarriman, TN
WebsiteHdr · item Jwww.unitedwayroane.org
Year of formationHdr · item Lpending
State of legal domicileHdr · item MTN
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFFoundations & Grantmakers (T70Z)
Ruling yearIRS BMFJun 1972

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1a16
Independent voting membersPt VI · Ln 1b16
Conflict-of-interest policyPt VI · Ln 12aYes
Whistleblower policyPt VI · Ln 13Yes
Document retention policyPt VI · Ln 14Yes
CEO/top-official compensation independently reviewedPt VI · Ln 15aNo
Family or business relationships among officers/directorsPt VI · Ln 2No

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII
Executive Di
$52,992Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A

Sandy Leavell’s $53K as Executive Di is at the 87th percentile of top reported officer pay among 128 <$100K philanthropy & grantmaking nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 2 named individuals · Part VII

NameFY2025FY2021
Sandy Leavell$52,992
Dina Jackson$50,738

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Statement of Revenue

Part VIII
Contributions & grants$184K · 94%
Investment income$12K · 6%
Contributions & grants94%$184K
Investment income6%$12K
— government grantsLn 1e$1K
Total revenueLn 12$196K

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.65 Management & general $0.29 Fundraising $0.06
Program services65%$175K
Management & general29%$78K
Fundraising6%$16K
Total functional expensesLn 25$269K

Balance Sheet

Part X · end of year
CashLn 1$474K
Total assetsLn 16$569K
Total liabilitiesLn 26$31K
Total net assetsLn 32$538K
Months of cash on handcomputed21.1

Financial Metrics

Form 990 · FY2025 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $474K · Operating expenses/yr $269K
21.1 months
Where the money goes
Program services
Program services $175K · Total expenses $269K
65%
Management & General
Management & general $78K · Total expenses $269K
29%
Fundraising
Fundraising $16K · Total expenses $269K
6%
Cost to raise $1
Fundraising expense (3-yr avg) $28K · Solicited contributions (3-yr avg) $128K
$0.21 to raise $1 (3-yr avg)
Where the money comes from
Contribution dependence
Contributions & grants $184K · Total revenue $196K
94%
Government reliance
Government grants $1K · Total revenue $196K
0.6%
Earned-income share
Program service revenue $0 · Total revenue $196K
0%
Investment reliance
Investment income $12K · Total revenue $196K
+6%
Program self-sufficiency
Program service revenue $0 · Total expenses $269K
0%
Growth & trend
Revenue growth (YoY)
This year $196K · Prior year $187K
+5%
Revenue CAGR
FY2020 $319K · FY2024 $196K
-11%
Net-asset trend (YoY)
End of year $538K · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $196K · Expenses $269K
-37%
Liabilities-to-Assets
Total liabilities — · Total assets $569K
Net-asset ratio
Net assets $538K · Total assets $569K
95%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) — · Other securities (Pt X, ln 12) — · Total assets (Pt X, ln 16) $569K
Excludes program-related investments (Pt X, ln 13)
People & payroll
Highest Reported Total Compensation
Individual Sandy Leavell · Reported title EXECUTIVE DI · Highest reported compensation $53K · Total expenses $269K
20%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) $70K · Total expenses $269K
26%
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Program ratio 65%
Overhead ratio 29%
Fundraising cost ratio 9%
Revenue growth 5%
Accounting fee ratio 4%

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

Grants

Schedule I · received and paid
Grants received · FY2024
Total grants receivedfrom 1 funder$15K
Grants paid · 33 grants · $460K · 2020–2024
Casa of the Tennessee ValleyTN · FY2024$17,500
Family Promise of KnoxvilleTN · FY2024$6,250
Miscellaneous 5000FY2023$17,500
RoanenetFY2023$10,000
MiscellaneousFY2022$29,500
Casa of the TennesseeFY2022$20,750
Michael Dunn CenterTN · FY2022$20,000
Michael Dunn CenterTN · FY2022$15,000
The Avalon Center INCTN · FY2022$14,500
See all 33 grants →

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Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2025 (Latest)$196K revenue · viewing · ⤓ 990 PDF
FY2024$187K revenue · ⤓ 990 PDF
FY2023$18K revenue · ⤓ 990 PDF
FY2022not on file
FY2021$310K revenue · ⤓ 990 PDF
FY2020$319K revenue · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2025IRS
Classification, formation year, addressIRS Business Master File
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