United Way of Davidson County Inc (EIN 561847133) - 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

1993

Legal Domicile

Principal Officer

Jonathan Ray

Phone

3362492532

Tax Period

2024-01-01 to 2024-12-31

United Way of Davidson County Inc, founded in 1993, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.2M in total revenue in fiscal year 2024.

Mission

Distribute funds to other tax exempt organizations.

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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 $1,121,155

Program Service Revenue $0

Investment Income $52,846

Other Revenue $146

TOTAL REVENUE $1,174,147

Expense Breakdown

Grants Paid $799,675

Salaries & Benefits $210,389

Fundraising Expenses $144,016

Program Expenses $851,557

Other Expenses $168,878

TOTAL EXPENSES $1,178,942

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,174,147	$1,181,716	0.0%
Expenses	$1,178,942	$1,176,156	+0.0%
Net Income	$-4,795	$5,560	-1.9%

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

187

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

$87,545

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Eddie Bowling	Director	1.00	Director	$0	$0	$0
John Beck	Campaign Chair	1.00	Officer Director	$0	$0	$0
Allyson Bowman	Director	1.00	Director	$0	$0	$0
Dustin Carter	Director	1.00	Director	$0	$0	$0
Krystal Craven	Director	1.00	Director	$0	$0	$0
Steve Escobar	Director	1.00	Director	$0	$0	$0
Allen Fritts	Director	1.00	Director	$0	$0	$0
Kristen Fulp	Director	1.00	Director	$0	$0	$0
Mark Green	Director	1.00	Director	$0	$0	$0
Nakia Hardy	Director	1.00	Director	$0	$0	$0
Elizabeth Inabinett	Treasurer	1.00	Officer Director	$0	$0	$0
Jude Joseph	Director	1.00	Director	$0	$0	$0
Courtney Lohr	Secretary	1.00	Officer Director	$0	$0	$0
Katie Luebchow	Director	1.00	Director	$0	$0	$0
Erika Mueller	Director	1.00	Director	$0	$0	$0
Morgan Pope	Director	1.00	Director	$0	$0	$0
Nick Presentato	Director	1.00	Director	$0	$0	$0
Jonathan Ray	Board Chair	1.00	Officer Director	$0	$0	$0
Jennifer Sink	Director	1.00	Director	$0	$0	$0
Greggory Slate	Director	1.00	Director	$0	$0	$0
David Snapp	Director	1.00	Director	$0	$0	$0
Jeff Verdell	Director	1.00	Director	$0	$0	$0
Karen Watford	Director	1.00	Director	$0	$0	$0
Hayden Hicks	Director	1.00	Director	$0	$0	$0
Dylan Wilmoth	Director	1.00	Director	$0	$0	$0
Lawana Albertson	Director	1.00	Director	$0	$0	$0
Derwin Hargrave	Director	1.00	Director	$0	$0	$0
Kristie Hege	President	40.00	Officer	$82,590	$4,955	$87,545

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	$1,174,147	$1,178,942	$1,843,196	$-4,795
2023	$1,181,716	$1,176,156	$1,894,968	$5,560
2022	$1,183,909	$1,117,380	$1,913,284	$66,529
2021	$1,364,266	$1,087,185	$1,753,014	$277,081
2020	$1,031,383	$1,018,820	$1,468,071	$12,563
2019	$1,059,762	$1,078,796	$1,519,962	$-19,034
2018	$1,147,573	$1,092,452	$1,532,521	$55,121

United Way of Davidson County Inc