UNITED WAY OF BRISTOL TN-VA INC (EIN 620476656) - 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

1944

Legal Domicile

Principal Officer

DR ANNETTE TUDOR

Phone

4239684912

Tax Period

2023-01-01 to 2023-12-31

UNITED WAY OF BRISTOL TN-VA INC, founded in 1944, is a community nonprofit that reported $1.8M in total revenue in fiscal year 2023. Revenue fell 34% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $492K, a strong 27% operating margin.

Mission

THE MISSION OF THE UNITED WAY OF BRISTOL IS TO BRING TOGETHER THE RESOURCES TO HELP PEOPLE IN THE REGIONAL COMMUNITY TO LIVE HEALTHY AND PRODUCTIVE LIVES. UNITED WAY BRISTOL WORKS WITH DOZENS OF COMMUNITY PARTNER AGENCIES THAT PROVIDE THOSE RESOURCES IN AREAS OF EDUCATION, INCOME, BASIC NEEDS, SAFETY NET SERVICES, AND HEALTH.

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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 (2023)

Revenue Breakdown

Contributions & Grants $1,567,027

Program Service Revenue $0

Investment Income $217,627

Other Revenue $20,560

TOTAL REVENUE $1,805,214

Expense Breakdown

Grants Paid $688,550

Salaries & Benefits $318,620

Fundraising Expenses $156,942

Program Expenses $965,881

Other Expenses $306,143

TOTAL EXPENSES $1,313,313

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,805,214	$2,727,199	-0.3%
Expenses	$1,313,313	$1,203,219	+0.1%
Net Income	$491,901	$1,523,980	-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

487

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

$108,840

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LISA COFER	EXECUTIVE DI	40.00	Officer	$108,840	$0	$108,840
TERESA ANDERSON	DIRECTOR	5.00	Director	$0	$0	$0
MARK BEGRIN	DIRECTOR	5.00	Director	$0	$0	$0
BOB BENDER	DIRECTOR	5.00	Director	$0	$0	$0
CHERI BLEVINS	TREASURER	5.00	Officer Director	$0	$0	$0
SHELLY BROWN	SECRETARY	5.00	Officer Director	$0	$0	$0
DANNY CARTER	DIRECTOR	5.00	Director	$0	$0	$0
PATRICK CASHMAN	DIRECTOR	5.00	Director	$0	$0	$0
DAVID CROCKETT	DIRECTOR	5.00	Director	$0	$0	$0
JODY DUTCHER	DIRECTOR	5.00	Director	$0	$0	$0
SCOTT EMERINE	DIRECTOR	5.00	Director	$0	$0	$0
CAROLYN FERRELL	DIRECTOR	5.00	Director	$0	$0	$0
DAVID GIBBS	VICE-CHAIR	5.00	Officer Director	$0	$0	$0
DAVID HACKER	DIRECTOR	5.00	Director	$0	$0	$0
KRISTI HAULSEE	DIRECTOR	5.00	Director	$0	$0	$0
PETE HOLLER	DIRECTOR	5.00	Director	$0	$0	$0
JACOB HOLMES	DIRECTOR	5.00	Director	$0	$0	$0
KEVIN JESSEE	DIRECTOR	5.00	Director	$0	$0	$0
JEROME JULIAN	DIRECTOR	5.00	Director	$0	$0	$0
RONAN KING	DIRECTOR	5.00	Director	$0	$0	$0
BRIDGET LAMIE	DIRECTOR	5.00	Director	$0	$0	$0
CHRIS LEE	DIRECTOR	5.00	Director	$0	$0	$0
JIM MAXWELL	DIRECTOR	5.00	Director	$0	$0	$0
LISA PORTER	DIRECTOR	5.00	Director	$0	$0	$0
BETH RHINEHART	DIRECTOR	5.00	Director	$0	$0	$0
BRADLEY ROBERTSON	DIRECTOR	5.00	Director	$0	$0	$0
ADAM RUST	DIRECTOR	5.00	Director	$0	$0	$0
DR DAVID SCOTT	DIRECTOR	5.00	Director	$0	$0	$0
CLINT SELLS	DIRECTOR	5.00	Director	$0	$0	$0
MARTHA SMITH	DIRECTOR	5.00	Director	$0	$0	$0
DR ANNETTE TUDOR	CHAIR	5.00	Officer Director	$0	$0	$0
KEVIN WYSOR	EDIRECTOR	5.00	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	No data	No data	No data	No data
2023	$1,805,214	$1,313,313	$9,522,472	$491,901
2022	$2,727,199	$1,203,219	$8,291,627	$1,523,980
2021	$2,973,153	$1,208,565	$8,017,574	$1,764,588
2020	$1,872,424	$1,166,810	$6,195,884	$705,614
2019	$1,326,271	$1,194,430	$5,141,541	$131,841
2018	$1,269,288	$1,248,576	$4,605,780	$20,712

UNITED WAY OF BRISTOL TN-VA INC