UNITED WAY OF MCMINN AND MEIGS COUNTIES (EIN 237127376) - 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

1957

Legal Domicile

Principal Officer

ALICIA ROSE

Phone

4237459606

Tax Period

2024-07-01 to 2025-06-30

UNITED WAY OF MCMINN AND MEIGS COUNTIES, founded in 1957, is a small nonprofit that reported $814K in total revenue in fiscal year 2024. Revenue decreased 13% compared to the prior year. Expenses of $757K left a modest 7% surplus.

Mission

TO BUILD A STRONGER, CARING COMMUNITY BY UNITING OUR RESOURCES AND ENHANCE THE HUMAN SERVICES AVAILABLE IN MCMINN AND MEIGS COUNTIES.

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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 $780,827

Program Service Revenue $0

Investment Income $15,735

Other Revenue $17,270

TOTAL REVENUE $813,832

Expense Breakdown

Grants Paid $498,883

Salaries & Benefits $125,010

Fundraising Expenses $30,123

Program Expenses $673,769

Other Expenses $132,666

TOTAL EXPENSES $756,559

Year-over-Year Comparison

	2024	2023	Change
Revenue	$813,832	$935,316	-0.1%
Expenses	$756,559	$764,501	0.0%
Net Income	$57,273	$170,815	-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

200

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

$62,380

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NICK BRAKEBILL	MEMBER-AT-LARGE	1.00	Officer Director	$0	$0	$0
GREG MOSES	SECRETARY/TREASURER	1.00	Officer Director	$0	$0	$0
ASHLEY BURRAGE	DIRECTOR	1.00	Director	$0	$0	$0
PORTER CLARK	DIRECTOR	1.00	Director	$0	$0	$0
DAVID IDOL	DIRECTOR	1.00	Director	$0	$0	$0
BLAKE MCCASLIN	CHAIRMAN	1.00	Officer Director	$0	$0	$0
SCOTT OWENS	DIRECTOR	1.00	Director	$0	$0	$0
MATT HARPER	PAST CHAIRMAN	1.00	Officer Director	$0	$0	$0
JIMMY MITCHELL	DIRECTOR	1.00	Director	$0	$0	$0
JOHN MCLAIN	DIRECTOR	1.00	Director	$0	$0	$0
JACKIE NEWMAN	VICE CHAIRMAN	1.00	Officer Director	$0	$0	$0
JOE BARNETT	DIRECTOR	1.00	Director	$0	$0	$0
JORDAN JOHNSTON	DIRECTOR	1.00	Director	$0	$0	$0
RUSTY ROLLINS	MEMBER-AT-LARGE	1.00	Officer Director	$0	$0	$0
KAREN RABY	DIRECTOR	1.00	Director	$0	$0	$0
CARTER RUNYAN	DIRECTOR	1.00	Director	$0	$0	$0
PAIGE ZABO	DIRECTOR	1.00	Director	$35,410	$1,303	$36,713
AMY MCDONALD	DIRECTOR	1.00	Director	$0	$0	$0
LEE MONTGOMERY	DIRECTOR	1.00	Director	$25,667	$0	$25,667
ALICIA ROSE	EXECUTIVE DIRECTOR	40.00	Officer 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
2025	$813,832	$756,559	$1,063,199	$57,273
2024	$935,316	$764,501	$952,012	$170,815
2023	$798,153	$743,419	$768,183	$54,734
2022	$786,203	$738,645	$723,682	$47,558
2021	$1,052,471	$1,048,386	$744,977	$4,085
2020	$926,522	$822,496	$773,852	$104,026
2019	$729,247	$701,594	$673,998	$27,653

UNITED WAY OF MCMINN AND MEIGS COUNTIES