Upper Cumberland Local Workforce Development Board INC FY2020 filing

Tax-deductible

Cookeville, TN501(c)(3)EmploymentEIN 83-3661707Revenue $2.5M in FY2020

On file with the IRSucworkforce.org345 S Jefferson Ave Ste 200, 38501-3456 · Cookeville, TNTax-exempt since Aug 2019Publicly supported charity — 170(b)(1)(A)(vi)

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To engage employers, educators and community partners in creating a life-long learning environment in the Upper Cumberland that attracts and retains strong businesses as well as a diverse, talented Workforce critical for sustaining a vibrant, growing and innovative economy. The uclwdb will achieve this mission by:developing strategic partnerships with employers and training providers to align training services with the needs of area employers;enhancing career Development services for job seekers to increase job success and knowledge of high skill and in-demand careers;securing state and/or federal funding to develop new skills to meet high skill and in-demand careers; andcoordinating wioa activities with the region's economic Development plan to coordinate current and future Workforce goals and activities.

501(c)(3) charity; gifts are tax-deductible.
84¢ of each $1 spent went to programs.
$60K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 5
filings with a surplus
Average surplus $13K a year · under 1% of revenue · last 5 filings
Worth a look: a surplus in 2 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
84%
of spending
Looks good: 84% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$60K
to officers and key staff · 2% of spending
Looks good: pay to officers and key staff is 2% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
1 mo
of spending, in cash
Fine: 1.1 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$569K
106% of total assets
Concern: liabilities are 106% of assets; over 80%.
Pt X · Ln 26
Independent board members
24
of 24 voting members
Looks good: 24 of 24 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$2.5M
Spent
$2.5M
To programs
84%
Net assets
−$30K
By yearFY2020–FY2025
Revenue
$2.5M
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$2.5M
FY2021$2.6M
FY2023$3.6M
FY2024$4.2M
FY2025$3.1M
Expenses
$2.5M
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$2.5M
FY2021$2.6M
FY2023$3.5M
FY2024$4.0M
FY2025$3.2M
Net assets
−$30K
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020−$30K
FY2021−$37K
FY2023$100K
FY2024$263K
FY2025$147K

From the FY2020 Form 990 (year ending June 2020) · figures checked against the IRS filing · see the original

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You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Aug 2019.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

84 cents of each dollar spent went to programs.

Program services 84% · $2.1M Management & general 16% · $404K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

28 people listed on the 990; $60K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2019); the FY2020 filing did not itemize Part VII
Executive Director
$30,398Pt VII · Sec A
Fiscal Agent
$29,251Pt VII · Sec A
Vice Chairman
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A

Becky Hull’s $72K as Executive Director is at the 10th percentile of top reported officer pay among 1245 $1–10M employment 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 · 5 named individuals · Part VII

NameFY2025FY2024FY2023FY2021FY2020
Becky Hull$71,701$69,298$61,716$67,500$30,398
Robert Scott—$71,190$68,787$63,919$29,251
Zachary Davidson$22,720————
Stacey Thorgensen$14,481————
Chris King$11,080————

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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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Connects employers, educators, and community to build a skilled workforce for a thriving economy.

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Provided by the organization

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1 program · $2.1M · in their own filed words · FY2019
01

To engage employers, educators and community partners in creating a life-long learning environment in the upper cumberland that attracts and retains strong businesses as well as a diverse, talented workforce critical for sustaining a vibrant, growing and innovative economy.

$2.1Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · this organization's grantmaking
Grants paid · 8 grants · $10.4M · 2019–2024
Career Team LLCFY2024$1,751,791
In the Door LLCFY2024$46,501
Career Team LLCFY2023$2,659,544
In the Door LLCFY2023$70,597
Career Team LLCFY2022$2,294,566
In the Door LLCFY2022$100,794

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$2.5M
Ln 12
Gifts and grantsLn 1h$2.5M
Money outPt IX
$2.5M
Ln 25
Programscol B$2.1M
Managementcol C$404K
Owns and owesPt X
−$30K
net assets · Ln 32
Cash and savingsLn 1–2$238K
Total assetsLn 16$539K
LiabilitiesLn 26$569K
PeoplePt VI, VII
28
listed · VII A
PaidVII A2
Voting boardVI 1a24
IndependentVI 1b24
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$2.5M
Government grantsLn 1e$2.4M
Total revenueLn 12$2.5M
Assets in detailPt X, end of year
CashLn 1$238K
Cash and savings togetherLn 1–2$238K
Total assetsLn 16$539K
LiabilitiesLn 26$569K
Net assetsLn 32−$30K
OperationsPt I, VI
EmployeesI 55
VolunteersI 60
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$238K
Total assetsLn 16$0$539K
LiabilitiesLn 26$0$569K
Net assetsLn 32$0−$30K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$1.6M$1.6M
Pay of current officers, directors and key staffLn 5$127K$65K$62K
Other salaries and wagesLn 7$129K$70$129K
Pension plan contributionsLn 8$12K$12K
Other employee benefitsLn 9$20K$10K$10K
Payroll taxesLn 10$27K$8K$19K
Other fees for servicesLn 11g$8K$8K
Office expensesLn 13$10K$10K
OccupancyLn 16$268K$185K$83K
InsuranceLn 23$11K$11K
Other expenses (24a–d)Ln 24$309K$248K$61K
Total functional expensesLn 25$2.5M$2.1M$404K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $3.1M$3.2M−$116K$147K 990 PDF
FY2024 $4.2M$4.0M$164K$263K 990 PDF
FY2023 $3.6M$3.5M$53K$100K 990 PDF
FY2022 Not on file
FY2021 $2.6M$2.6M−$6K−$37K 990 PDF
FY2020 Viewing $2.5M$2.5M−$30K−$30K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2020 990 (6 parts)
Part I · Summary $2,500,935 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $0$2,500,935
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $0$0
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $0$2,500,935
I-13 Grants and similar amounts paidPrior year $0$1,610,839
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $0$315,082
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $0$605,388
I-18 Total expensesPrior year $0$2,531,309
I-19 Revenue less expensesPrior year $0−$30,374
Part VI · Governance 24 of 24 board members independent, 2 to look at
VI-1a Voting members of the governing body24
VI-1b Independent voting members24
VI-13 Written whistleblower policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $2,500,935 across 4 lines filed
VIII-1e Government grants$2,404,474
VIII-1f All other contributions, gifts and grants$96,461
VIII-1h Total contributions, gifts and grants$2,500,935
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $0$2,500,935
Part IX · Statement of functional expenses $2,531,309 across 11 lines filed
IX-1 Grants to domestic organizationsPrograms $1,610,839$1,610,839
IX-5 Pay of current officers, directors and key staffPrograms $64,688 · Management $62,292$126,980
IX-7 Other salaries and wagesPrograms $70 · Management $128,555$128,625
IX-8 Pension plan contributionsManagement $12,036$12,036
IX-9 Other employee benefitsPrograms $9,692 · Management $10,341$20,033
IX-10 Payroll taxesPrograms $8,213 · Management $19,195$27,408
IX-11g Other fees for servicesManagement $7,963$7,963
IX-13 Office expensesManagement $9,587$9,587
IX-16 OccupancyPrograms $185,097 · Management $82,512$267,609
IX-23 InsuranceManagement $11,301$11,301
IX-24 Other expenses (24a–d)Programs $248,395 · Management $60,533$308,928
IX-25 Total functional expensesPrograms $2,126,994 · Management $404,315 · Fundraising $0$2,531,309
Part X · Balance sheet $538,511 assets, 8 lines filed
X-1 Cash, non-interest-bearing$238,365
X-3 Pledges and grants receivable$300,146
X-16 Total assetsStart of year $0$538,511
X-17 Accounts payable and accrued expenses$532,894
X-25 Other liabilitiesStart of year $0$35,991
X-26 Total liabilitiesStart of year $0$568,885
X-32 Total net assets or fund balancesStart of year $0−$30,374
X-33 Total liabilities and net assetsStart of year $0$538,511
Part XI · Reconciliation of net assets −$30,374 net assets at year end
XI-1 Total revenue$2,500,935
XI-2 Total expenses$2,531,309
XI-3 Revenue less expenses−$30,374
XI-4 Net assets at start of year$0
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year−$30,374

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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