Tennessee · Nonprofit
UNITED WAY OF THE OCOEE REGION
UNITED WAY OF THE OCOEE REGION (Tennessee) receives grants from 25 organizations whose IRS filings report $1,686,149 to it, the largest being WHIRLPOOL FOUNDATION ($547,784). 18 of them have funded it in more than one year.
- Revenue FY2025
- $3.6M
- Funders on record
- 25
- Grants received
- $1.7M
- Net assets
- $33M
What United Way of the Ocoee Region does
Mission
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 surrounding areas.
As stated on its FY2025 Form 990.
Programs
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 surrounding areas.
$1,702,487 spentof which $515,666 as grants$150,712 earned by the program51% of program spendingBradley memorial health endowment fund provides funding to improve and enhance healthcare,wellness and quality of life of the citizens of bradley county, tennessee.
$1,630,693 spentof which $1,122,964 as grants49% of program spending
The 2 programs described on its FY2025 Form 990, listed largest first by expense. Program spending in total: $3,333,180.
The organization over time
Each line starts at 100 in 2017, so what you read is the shape rather than the size: 150 means half as much again as 2017, 50 means half. The number beside each label in the key is where it ended. The shaded band is where the middle 50% of its peers' revenue would sit, given their growth.
Balance sheet
Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2021 to 2022, from $36M to $29M (−20%).
How it's funded, over time
Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.
Government-grant reliance: 2017 42% · 2018 5% · 2019 13% · 2020 25% · 2021 10% · 2022 12% · 2023 10% · 2024 3% · 2025 2%. Grants only. Government contracts and fees sit inside program revenue.
39% of UNITED WAY OF THE OCOEE REGION’s revenue is contributions — more earned-revenue than three-quarters of its peers (82% for the typical peer).
Surplus & reserves
Operating surplus or deficit each year, and months of liquidity in hand. 5 of the last 9 reported years ran a deficit.
reserve
Leadership and staff
The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.
Who funds it, year by year
2017 → 2023: the base broadened from 4 funders to 10 funders, grant income rose $99k → $207k.
7 of 25 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 28% of grant dollars received. That money is really individual donors directing a sponsor; the institutions to cultivate are the non-DAF funders.
Left out of every figure on this page: $16k from one payer (the payer shares this organization's board, largest United Ways of Tennessee). These are real filings, and they are not money UNITED WAY OF THE OCOEE REGION raised.
From the IRS filings of UNITED WAY OF THE OCOEE REGION’s funders (the co-funder graph). Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
How concentrated its funding is
UNITED WAY OF THE OCOEE REGION leans on a few funders — its largest provides 32% of grant income and the top three 63%; half comes from just 2 funders.
the vertical line marks half of all grant income — 2 funders to its left
35% of the income these shares are computed over arrives through pass-through sponsors or from payers whose filings do not say what kind of payment it is. Concentration is still measured over all of it, because the money is real; what it does not support is a claim about how many institutions have chosen to fund UNITED WAY OF THE OCOEE REGION.
Largest funder’s share by year: 2017 63% · 2018 52% · 2019 41% · 2020 54% · 2021 41% · 2022 46% · 2023 60% — diversifying over time.
“Effective funders” = inverse Herfindahl index (1 / Σ shareᵢ²) — the number of equal-sized funders that would give the same concentration. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
How long its funders stay
47% of UNITED WAY OF THE OCOEE REGION's funders are still giving 3 years after their first grant; 72% give in more than one year at all.
Share of funders still giving k years after their first recorded grant, pooled across every acquisition cohort. A funder counts as retained in a year only if it made a grant that year. Measured to FY2023, the last fiscal year that has finished arriving — a funder cannot be counted as lapsed in a year most filers have not reached.
Where its funders are
UNITED WAY OF THE OCOEE REGION draws 58% of its grant income from funders outside Tennessee, across 8 states in all.
In-state vs out-of-state, by year
Funder states come from each funder’s own filing. $464k arriving through sponsors registered in 7 states is excluded from the map and the split above: a sponsor holds money on a donor’s behalf, so its registered address would place those dollars somewhere no donor need ever have been. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
Against its field
UNITED WAY OF THE OCOEE REGION's funding base is broadening — from 4 funders to 10 as grant income climbed.
this organization peer median middle 50% of peers· 1,645 philanthropy nonprofits $1M–$10M, FY2025
Government funding UNITED WAY OF THE OCOEE REGION receives
Grants and contracts to this organization from federal (USASpending) and state checkbooks, reconciled to its EIN. $1.5M on record.
- Corporation for National and Community Service$1.5M
Federal grants vs contracts are distinguished; state line items keep their reported category. Matched by name + geography (the BMF), so coverage is partial and precision-first.
Organizations like UNITED WAY OF THE OCOEE REGION
Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.
In Tennessee
Nationally
Read directly from this organization’s own Form 990, as neutral context.
Where the money goes
92% of spending goes to programs.
Governance
Public support
69%
Share of support from the public (Schedule A) — the basis for its public-charity status.
Footprint & structure
Files a return copy in 1 state
Part of a family of 1 related entity
- Uw Bradley Co Endowment Trust · exempt
Screen this organization
A dated, signed PDF of the compliance screen for UNITED WAY OF THE OCOEE REGION: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.
Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf
Questions and answers
- Who funds UNITED WAY OF THE OCOEE REGION?
- UNITED WAY OF THE OCOEE REGION (Tennessee) receives grants from 25 organizations whose IRS filings report $1,686,149 to it, the largest being WHIRLPOOL FOUNDATION ($547,784). 18 of them have funded it in more than one year.
- How many funders does UNITED WAY OF THE OCOEE REGION have?
- IRS filings report 25 organizations giving $1,686,149 in grants to UNITED WAY OF THE OCOEE REGION, 18 of which have funded it in more than one year.
- Who is the largest funder of UNITED WAY OF THE OCOEE REGION?
- WHIRLPOOL FOUNDATION is the largest funder on record, with $547,784 in grants. The full list of funders is on this page.
- How can an organization like UNITED WAY OF THE OCOEE REGION find more funders?
- Start with the funders already giving here, then look at the foundations that back similar organizations in Tennessee. The funding by cause and by state pages list the largest funders for a given area and how to approach them.
These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2025 (financials across 2017–2025), and the filings of 25 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 22, 2026. What this page cannot tell you · view filing