The United Way of Davidson County Foundation Inc (EIN 208285901) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2006

Legal Domicile

Principal Officer

Ken Crews

Phone

3362492532

Tax Period

2024-01-01 to 2024-12-31

The United Way of Davidson County Foundation Inc, founded in 2006, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $242K in total revenue in fiscal year 2024. Revenue surged 13566% from the prior year, signaling strong growth momentum. The organization ran a surplus of $234K, a strong 97% operating margin.

Mission

The United Way of Davidson County Foundation, Inc. is committed to sustaining a perpetual relationship with the United Way of Davidson County, Inc. and to promoting and sustaining the educational and charitable purposes for which that organization exists.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $238,240

Program Service Revenue $0

Investment Income $3,921

Other Revenue $0

TOTAL REVENUE $242,161

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $8,072

Program Expenses $8,072

Other Expenses $8,072

TOTAL EXPENSES $8,072

Year-over-Year Comparison

	2024	2023	Change
Revenue	$242,161	$1,772	+135.7%
Expenses	$8,072	N/A	N/A
Net Income	$234,089	$1,772	+131.1%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Ken Crews	President	1.00	Officer Director	$0	$0	$0
Elizabeth Inabinett	Treasurer	1.00	Officer Director	$0	$0	$0
Walter Hoffman	Secretary	1.00	Officer Director	$0	$0	$0
Don Clinard	Director	1.00	Director	$0	$0	$0
John Clowney	Director	1.00	Director	$0	$0	$0
Walt Rouse	Director	1.00	Director	$0	$0	$0
Sheila Slaydon	Director	1.00	Director	$0	$0	$0
David Snapp	Director	1.00	Director	$0	$0	$0
Paula Turlington	Director	1.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$242,161	$8,072	$311,151	$234,089

The United Way of Davidson County Foundation Inc