UNITED WAY OF BLOUNT COUNTY (EIN 237122193) - 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

1954

Legal Domicile

Principal Officer

JENNIFER WACKERHAGEN

Phone

8659822251

Tax Period

2024-01-01 to 2024-12-31

UNITED WAY OF BLOUNT COUNTY, founded in 1954, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $2.4M in total revenue in fiscal year 2024. Revenue grew 8% year-over-year, indicating healthy expansion.

Mission

UNITED WAY OF BLOUNT COUNTY SUPPORTS ORGANIZATIONS THAT HELP BLOUNT COUNTY'S MOST VULNERABLE THROUGH PROGRAMS THAT CREATE A HEALTHY, WELL- EDUCATED, AND SELF-SUFFICIENT COMMUNITY.

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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 $2,321,767

Program Service Revenue $0

Investment Income $35,302

Other Revenue $52,804

TOTAL REVENUE $2,409,873

Expense Breakdown

Grants Paid $1,679,979

Salaries & Benefits $542,927

Fundraising Expenses $190,745

Program Expenses $2,114,967

Other Expenses $235,577

TOTAL EXPENSES $2,458,483

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,409,873	$2,224,152	+0.1%
Expenses	$2,458,483	$2,408,140	+0.0%
Net Income	$-48,610	$-183,988	-0.7%

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

Volunteers

1250

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

$167,967

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JENNIFER WACKERHAGEN	PRESIDENT &	40.00	Officer	$109,693	$0	$109,693
ALYSSA IKNER	FINANCIAL OF	40.00	Officer	$58,274	$0	$58,274
CAITLIN DARRAS	CHAIR	1.00	Officer Director	$0	$0	$0
ALEX WILLARD	CHAIR ELECT	1.00	Officer Director	$0	$0	$0
CHRISTI SAYLES	SECRETARY/TR	1.00	Officer Director	$0	$0	$0
ANN DRAKE	CAMPAIGN CHA	1.00	Officer Director	$0	$0	$0
RENEE POOLE	COMMUNITY IM	1.00	Officer Director	$0	$0	$0
JAINA CASTRO	DIRECTOR AT	1.00	Officer Director	$0	$0	$0
KEITH EDMONDS	DIRECTOR AT	1.00	Officer Director	$0	$0	$0
BRUCE APPLEGATE	BOARD MEMBER	1.00	Director	$0	$0	$0
JENNIE BOUNDS	BOARD MEMBER	1.00	Director	$0	$0	$0
JENNIFER COFFIN	BOARD MEMBER	1.00	Director	$0	$0	$0
AMY COWDEN	BOARD MEMBER	1.00	Director	$0	$0	$0
BRANDON EVERHART	BOARD MEMBER	1.00	Director	$0	$0	$0
ROSEMARY GARLAND	BOARD MEMBER	1.00	Director	$0	$0	$0
RYAN GODDARD	BOARD MEMBER	1.00	Director	$0	$0	$0
STEPHANIE JONES	BOARD MEMBER	1.00	Director	$0	$0	$0
ANDREA POPE	BOARD MEMBER	1.00	Director	$0	$0	$0
KATIE POWERS	BOARD MEMBER	1.00	Director	$0	$0	$0
TRACY QUEEN	BOARD MEMBER	1.00	Director	$0	$0	$0
CHRIS RAMSEY	BOARD MEMBER	1.00	Director	$0	$0	$0
ALLEN RATHBONE	BOARD MEMBER	1.00	Director	$0	$0	$0
DEB SKYLER	BOARD MEMBER	1.00	Director	$0	$0	$0
JUSTIN SMALL	BOARD MEMBER	1.00	Director	$0	$0	$0
ALLISON WILLIAMSON	BOARD MEMBER	1.00	Director	$0	$0	$0
SUSAN ZERAMBO	BOARD MEMBER	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	$2,409,873	$2,458,483	$4,222,886	$-48,610
2023	$2,224,152	$2,408,140	$4,340,500	$-183,988
2022	$2,072,960	$2,127,802	$4,458,779	$-54,842
2021	$2,210,993	$2,184,460	$4,350,761	$26,533
2020	$2,398,766	$2,289,537	$4,300,706	$109,229
2019	$1,937,079	$2,112,714	$4,178,810	$-175,635
2018	$2,163,743	$2,177,429	$4,358,002	$-13,686

UNITED WAY OF BLOUNT COUNTY