Skip to content
Governance Register
Sign inFind yourself
Find yourselfSign in
Search How it works For organisations For professionals

Edition

United KingdomIrelandUnited States (current)New ZealandCanadaAustraliaScotlandNorthern Ireland
US nonprofit · EIN 237337273 · Harriman, TNiSource and licenceOrganisation record IRS Exempt Organizations Business Master File (EIN 237337273) - NTEE activity code, address.Board and officers IRS Form 990 annual filings, Part VII (directors, trustees, officers, key employees), read year by year to observe tenure.Latest return IRS Form 990 series e-file data - 990 for the year to 30 June 2025: assets, liabilities, staff, website, telephone, pay, related organisations (Schedule R).Finances by year IRS Form 990 e-file data - total revenue and total expenses by tax year.Renewal outlook Computed by Governance Register from the observed filing history and filed revenue (us-approach-v4-clean). Not a statement that the organisation is recruiting.Deductibility IRS Publication 78 data (code PC), downloaded 18 October 2026.Licence US Federal Government public domain.How we handle data

Roane County United Way

Donations deductible
Revenue
$32k
year to 30 June 2025
Expenses
$26k
year to 30 June 2025
Total assets
$547k
$2k liabilities
Net assets
$545k
assets less liabilities
Directors and trustees
15
3.4y av
Staff
0
75 volunteers
Chair observed
≥3 yrs
Timothy Bell
Left since last filing
5
33% of the board
How am I connected?

Roane County United Way's network

15 people2 organisationsi15 people and 2 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (15). Violet dotted lines (3) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.

The board

15 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Tenure and departures are observed across annual filings. Observed tenure is a lower bound - a member may have joined before the first year on record. The organisation reported 16 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.
NameRole as filedSinceOn the board
Jennifer Ladd-Lively ChairChair-Elect2022
4 yrs
Joey King ChairChair2022
4 yrs
Timothy Bell ChairPast Chair2024
2 yrs
Allen LutzBoard Member2021
5 yrs
Angela DougalBoard Member2021
5 yrs
Christine Evans-LongmireBoard Member2024
2 yrs
Connie CookBoard Member2022
4 yrs
Felicia JesterBoard Member2025
1 yr
Jennifer TrenthamTreasurer2022
4 yrs
Jensen LongBoard Member2025
1 yr
Laura ConnerCompany secretary2022
4 yrs
Lisa SteffensenBoard Member2022
4 yrs
Phillip MerrillBoard Member2024
2 yrs
Stacie PlazekBoard Member2025
1 yr
Tyler PellomBoad Member2025
1 yr
Under 5 years5 to 6 years6 years or moreShow all 15 →

Officers and senior leadership

2 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.
NameTitle as filedOn the filings
Dina JacksonExecutive Dir2018
Sandy LeavellExecutive Disince 2022

Pay and hours

year to 30 June 2025iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.
NameTitle as filedHours a weekPay from the organisationRelated organisationsOther
Timothy BellPast Chair$0
Connie CookBoard Member$0
Laura ConnerSecretary$0
Angela DougalBoard Member$0
Christine Evans-LongmireBoard Member$0
Felicia JesterBoard Member$0
Joey KingChair$0
Allen LutzBoard Member$0
Jennifer Ladd-LivelyChair-Elect$0
Jensen LongBoard Member$0
Phillip MerrillBoard Member$0
Tyler PellomBoad Member$0
Stacie PlazekBoard Member$0
Lisa SteffensenBoard Member$0
Jennifer TrenthamTreasurer$0
Sandy LeavellExecutive Di40$0

No pay was reported for anyone in Part VII on this return.

About

Legal name
Roane County United Way
EIN
237337273
Address
Po Box 317, Harriman, TN, 37748-0317
State
Tennessee
Mission
To improve lives by mobilizing the caring power of roane county. We are focused on community safety, children's services, and family (as filed on the Form 990)
Activity (NTEE)
T70Z Philanthropy, voluntary services and grantmaking
IRS classification
501(c)03 (tax-exempt under section 501(c)(3) where shown)
Classified purpose
Philanthropy, Voluntarism & Grantmaking Foundations
Size band
5 (IRS master file code)
Principal officer
Sandy Leavell (as named on the Form 990)
IRS ruling date
1 June 1972
Status
Code 01 (unconditional exemption)
Form 990 filings on record
8, latest 2025
IRS Publication 78
PC (contributions deductible)

Most connected

Related organisations (Schedule R)

RelatedCHARITABLEUnited Way of Greater Knoxville in

Longest observed on the filings

≥5years on the filingsAllen Lutz
≥5years on the filingsAngela Dougal
≥4years on the filingsJennifer Ladd-Lively
≥4years on the filingsJoey King

Latest return

year to 30 June 2025iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 30 June 2025. US dollars, as filed.
Total assets
$547k
Total liabilities
$2k
Net assets or fund balances
$545k
Contributions and grants received
$30k
Program service revenue
$0
Employees
0
Volunteers
75

Filed finances

2 yearsiTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.
Tax yearTotal revenueTotal expensesSurplus or deficit
2024$32k$26k$6k
2024$196k$269kDeficit $73k

As filed on the IRS Form 990. US dollars.