UNITED WAY OF SUMNER COUNTY (EIN 311510208) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1985

Legal Domicile

Principal Officer

ERIN BIRCH

Phone

6154618371

Tax Period

2023-07-01 to 2024-06-30

UNITED WAY OF SUMNER COUNTY, founded in 1985, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.2M in total revenue in fiscal year 2023. Revenue grew 13% year-over-year, indicating healthy expansion.

Mission

TO MOBILIZE THE CARING POWER OF OUR COMMUNITY TO IMPROVE THE QUALITY OF LIFE IN SUMNER COUNTY AS A PLACE TO GROW UP, RAISE A FAMILY, WORK, ACHIEVE DREAMS, AND GROW OLDER.

🔒

Trantor Score

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

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $1,183,381

Program Service Revenue $4,048

Investment Income $5,183

Other Revenue $-24,265

TOTAL REVENUE $1,168,347

Expense Breakdown

Grants Paid $770,423

Salaries & Benefits $250,135

Fundraising Expenses $134,313

Program Expenses $887,575

Other Expenses $122,653

TOTAL EXPENSES $1,143,211

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,168,347	$1,036,009	+0.1%
Expenses	$1,143,211	$941,936	+0.2%
Net Income	$25,136	$94,073	-0.7%

Key Indicators

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

🔒

Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Governance

Voting Members

Independent Members

Employees

Volunteers

360

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

$124,735

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ERIN BIRCH	CEO	40.00	Officer	$72,578	$9,639	$82,217
DANIELLE ROBINSON	CFO	24.00	Officer	$42,518	$0	$42,518
LEN SILVERMAN	BOARD CHAIR	2.00	Officer Director	$0	$0	$0
KELLEY CRECELIUS	VICE CHAIR	1.00	Officer Director	$0	$0	$0
ANGEL PERSON	TREASURER	1.00	Officer Director	$0	$0	$0
SUSAN GAIMARI	SECRETARY	1.00	Officer Director	$0	$0	$0
PAT CONNER	IMMEDIATE PA	1.00	Officer Director	$0	$0	$0
STEPHEN BEARDEN	EAC CHAIR	1.00	Officer Director	$0	$0	$0
JULIANNA ADENAIKE	BOARD MEMBER	0.50	Director	$0	$0	$0
KIM BAKER	BOARD MEMBER	0.50	Director	$0	$0	$0
MARIBETH BEARFIELD	BOARD MEMBER	0.50	Director	$0	$0	$0
KATIE BROWN	BOARD MEMBER	0.50	Director	$0	$0	$0
THERESA DOWELL-FUQUA	BOARD MEMBER	0.50	Director	$0	$0	$0
SAM GORTON	BOARD MEMBER	0.50	Director	$0	$0	$0
CLAYTON HANNAH	BOARD MEMBER	0.50	Director	$0	$0	$0
DARRELL HUNT	BOARD MEMBER	0.50	Director	$0	$0	$0
JAMIE KHEIR	BOARD MEMBER	0.50	Director	$0	$0	$0
WILLIAM LAMBERTH	BOARD MEMBER	0.50	Director	$0	$0	$0
TIM MANN	BOARD MEMBER	0.50	Director	$0	$0	$0
BETH PICKEL	BOARD MEMBER	0.50	Director	$0	$0	$0
BEN ROBERTS	BOARD MEMBER	0.50	Director	$0	$0	$0
WYNDE ROSS	BOARD MEMBER	0.50	Director	$0	$0	$0
BRIAN SAMPEDRO	BOARD MEMBER	0.50	Director	$0	$0	$0
AMY SCOTT	BOARD MEMBER	0.50	Director	$0	$0	$0
SUSANNAH WOOD	BOARD MEMBER	0.50	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	No data	No data	No data	No data
2024	$1,168,347	$1,143,211	$1,175,266	$25,136
2023	$1,036,009	$941,936	$925,557	$94,073
2022	$744,895	$744,893	$652,653	$2
2021	$686,574	$652,899	$566,804	$33,675
2020	$790,776	$815,024	$699,608	$-24,248
2019	$877,942	$879,129	$703,341	$-1,187

UNITED WAY OF SUMNER COUNTY