UNITED WAY OF MIDDLE TENNESSEE INC

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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

SUMMOR PENNINGTON

Phone

6152558501

Tax Period

2024-01-01 to 2024-12-31

UNITED WAY OF MIDDLE TENNESSEE INC, founded in 1954, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $46.2M in total revenue in fiscal year 2024.

Mission

UNITED WAY OF GREATER NASHVILLE UNITES THE COMMUNITY AND MOBILIZES RESOURCES SO THAT EVERY CHILD, INDIVIDUAL, AND FAMILY THRIVES.

Program Service Accomplishments

Program 1

Expenses: $13,443,221 Revenue: $0

THE COMMUNITY IMPACT FUNDING PROGRAM PROVIDES FUNDING SUPPORT TO 159 NONPROFIT AGENCIES IN CHEATHAM, DAVIDSON, DICKSON, HICKMAN, HOUSTON, MONTGOMERY, STEWART, ROBERTSON, AND WILLIAMSON COUNTIES, TN. THESE PROGRAMS SERVE LOW-INCOME INDIVIDUALS AND FAMILIES, VULNERABLE CHILDREN AND ADULTS BY PROVIDING MEASURABLE CHANGES IN BEHAVIOR OR CONDITION IN THREE FOCUS AREAS- EDUCATION, FINANCIAL STABILITY AND HEALTH. HIGHLIGHTS OF PROGRAM OUTCOMES IN THESE AREAS ARE: EDUCATION 95% OF PRE-K CHILDREN ENROLLED IN THE READ TO SUCCEED EARLY LITERACY PROGRAM ASSESSED KINDERGARTEN READY. FINANCIAL STABILITY- 9,712 FAMILIES BENEFITTED FROM FREE TAX PREPARATION AND RECEIVED MORE THAN $10.3 MILLION IN TAX REFUNDS AND EITC CREDITS. HEALTH MORE THAN 28,000 INDIVIDUALS IMPROVED PHYSICAL OR MENTAL HEALTH THROUGH PHYSICAL ACTIVITY, CASE MANAGEMENT, OR CHRONIC DISEASE SELF-MANAGEMENT.

Program 2

Expenses: $6,642,949

UNITED WAY ADMINISTERS TWO FEDERAL GRANTS AWARDED TO STATE AND LOCAL HEALTH DEPARTMENTS THROUGH THE HEALTH RESOURCES AND SERVICES ADMINISTRATION (HRSA) AND THE CENTER FOR DISEASE CONTROL (CDC) THAT ARE FOCUSED ON HIV CARE AND PREVENTION. THE RYAN WHITE/CARE GRANT FOCUSES ON PROVIDING CORE MEDICAL (MEDICAL CASE MANAGEMENT, MENTAL HEALTH, SUBSTANCE ABUSE, ORAL HEALTH CARE, ETC.) AND SUPPORT SERVICES (NON-MEDICAL CASE MANAGEMENT, FOOD BANK/HOME-DELIVERED MEALS, TRANSPORTATION, ETC.) TO INDIVIDUALS LIVING IN THE STATE OF TENNESSEE. OVER 2,900 ARE SERVED ANNUALLY. THE CDC/HIV PREVENTION GRANT FOCUSES ON PROVIDING PREVENTION AND EDUCATION SERVICES TO TARGET POPULATIONS AT HIGH RISK FOR HIV/LIVING WITH HIV. OVER 1,700 INDIVIDUALS ARE REACHED THROUGH SPECIFIC PREVENTION INTERVENTIONS DESIGNED FOR THE TARGET POPULATIONS.

Program 3

Expenses: $3,131,511 Revenue: $242,744

DURING THE ANNUAL UNITED WAY CAMPAIGN, SOME DONORS CHOOSE TO DIRECTLY DESIGNATE SOME PORTION OF THEIR GIFT TO A SPECIFIC NON-PROFIT AGENCY OR UNITED WAY IN ANOTHER COMMUNITY. DESIGNATED GIFTS ARE...

DURING THE ANNUAL UNITED WAY CAMPAIGN, SOME DONORS CHOOSE TO DIRECTLY DESIGNATE SOME PORTION OF THEIR GIFT TO A SPECIFIC NON-PROFIT AGENCY OR UNITED WAY IN ANOTHER COMMUNITY. DESIGNATED GIFTS ARE AGGREGATED AND ARE THEN PAID TO THE AGENCIES OR ORGANIZATIONS AS THEY ARE COLLECTED, SUBJECT ONLY TO A MODEST ADMINISTRATIVE FEE TO HELP SUPPORT THE COST OF THE UNITED WAY CAMPAIGN. THE DESIGNATED GIFTS ARE DISTRIBUTED TO THE RECIPIENT AGENCIES WITHOUT RESTRICTION, FOR USE AS DETERMINED BY THE AGENCY. TO BE ELIGIBLE FOR DESIGNATED GIFTS, AGENCIES MUST BE TAX EXEMPT UNDER SECTION 501(C)3, HAVE A HEALTH AND HUMAN SERVICES FOCUS, AND HAVE A PRESENCE IN THE MIDDLE TENNESSEE 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 $43,383,204

Program Service Revenue $261,044

Investment Income $2,200,435

Other Revenue $377,649

TOTAL REVENUE $46,222,332

Expense Breakdown

Grants Paid $31,867,137

Salaries & Benefits $10,294,217

Fundraising Expenses $3,052,526

Program Expenses $41,482,922

Other Expenses $4,337,404

TOTAL EXPENSES $46,498,758

Year-over-Year Comparison

	2024	2023	Change
Revenue	$46,222,332	$44,647,179	+0.0%
Expenses	$46,498,758	$45,267,399	+0.0%
Net Income	$-276,426	$-620,220	-0.6%

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

160

Volunteers

15000

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

$1,636,952

Total Directors

$617,192

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRIAN HASSETT	PRESIDENT AND CEO	40.00	Officer Director	$555,263	$61,929	$617,192
LEE BLANK	VICE CHAIR- TRUSTEE	4.00	Officer Director	$0	$0	$0
ROBERT DITTUS	STRATEGY COMMITTEE CHAIR-OBICI	4.00	Officer Director	$0	$0	$0
SARA CORREA	MEMBER AT LARGE	4.00	Officer Director	$0	$0	$0
DAVID FREEMAN	CAMPIAGN COMMITTEE CHAIR	4.00	Officer Director	$0	$0	$0
REV ROBERT GARDENHIRE	COMMUNITY IMPACT - OBI COMMITTEE CHAIR	4.00	Officer Director	$0	$0	$0
HON ALBERTO R GONZALES	BOARD CHAIR- TRUSTEE	4.00	Officer Director	$0	$0	$0
BURKE NIHILL	MEMBER AT LARGE	4.00	Officer Director	$0	$0	$0
JUNAID ODUBEKO	GENERAL COUNSEL- TRUSTEE	4.00	Officer Director	$0	$0	$0
BLAKE STINNETTE	TREASURER & FINANCE COMMITTEE CHAIR- TRUSTEE	4.00	Officer Director	$0	$0	$0
ERIC STUCKEY	MEMBER AT LARGE	4.00	Officer Director	$0	$0	$0
JAMES WEAVER	IMMEDIATE PAST CHAIR	4.00	Officer Director	$0	$0	$0
TIM ADAMS	TRUSTEE	2.00	Director	$0	$0	$0
NELSON ANDREWS	TRUSTEE	2.00	Director	$0	$0	$0
SCOTT BECKER	TRUSTEE	2.00	Director	$0	$0	$0
DAVID BRIGGS	TRUSTEE	2.00	Director	$0	$0	$0
KATE CHINN	TRUSTEE	2.00	Director	$0	$0	$0
JOHN CROSSLIN	TRUSTEE	2.00	Director	$0	$0	$0
JOHN DOERGE	TRUSTEE	2.00	Director	$0	$0	$0
RANDY GIBSON	TRUSTEE	2.00	Director	$0	$0	$0
JIM GINGRICH	TRUSTEE	2.00	Director	$0	$0	$0
DR STUART R GORDON	TRUSTEE	2.00	Director	$0	$0	$0
LAUREL GRAEFE	TRUSTEE	2.00	Director	$0	$0	$0
NEIL HAFER	TRUSTEE	2.00	Director	$0	$0	$0
TONYA HALLETT	TRUSTEE	2.00	Director	$0	$0	$0
TONY HEARD	TRUSTEE	2.00	Director	$0	$0	$0
SHANNA JACKSON	TRUSTEE	2.00	Director	$0	$0	$0
R MILTON JOHNSON	TRUSTEE	2.00	Director	$0	$0	$0
DR L GREGORY JONES	TRUSTEE	2.00	Director	$0	$0	$0
JENNEEN KAUFMAN	TRUSTEE	2.00	Director	$0	$0	$0
GORDON KNAPP	TRUSTEE	2.00	Director	$0	$0	$0
HONORABLE WILLIAM C KOCH JR	TRUSTEE	2.00	Director	$0	$0	$0
ED LANQUIST	TRUSTEE	2.00	Director	$0	$0	$0
RICHARD MANSON	TRUSTEE	2.00	Director	$0	$0	$0
LUCIBETH MAYBERRY	TRUSTEE	2.00	Director	$0	$0	$0
ROB MCNEILLY	TRUSTEE	2.00	Director	$0	$0	$0
DR CANDICE MCQUEEN	TRUSTEE	2.00	Director	$0	$0	$0
DEB REINER	TRUSTEE	2.00	Director	$0	$0	$0
ANNE RUSSELL	TRUSTEE	2.00	Director	$0	$0	$0
KARL SPRULES	TRUSTEE	2.00	Director	$0	$0	$0
BRIAN TIBBS	TRUSTEE	2.00	Director	$0	$0	$0
JOSH TRUSLEY	TRUSTEE	2.00	Director	$0	$0	$0
CHANDRA VASSER	TRUSTEE	2.00	Director	$0	$0	$0
DAVE WALTON	TRUSTEE	2.00	Director	$0	$0	$0
EMILY WEISS	TRUSTEE	2.00	Director	$0	$0	$0
O'NEAL WIGGINS	TRUSTEE	2.00	Director	$0	$0	$0
ERICA MITCHELL	CHIEF COMMUNITY IMPACT OFFICER	40.00	Officer	$230,268	$17,512	$247,780
SUMMOR PENNINGTON	CHIEF FINANCIAL OFFICER	40.00	Officer	$212,300	$18,003	$230,303
COURTNEY BARLAR	CHIEF DEVELOPMENT OFFICER	40.00	Officer	$176,955	$7,503	$184,458
LORI SHINTON	CHIEF VOLUNTEERISM OFFICER	40.00	Officer	$168,263	$7,498	$175,761
ANGELA STACY	CHIEF MARKETING OFFICER	40.00	Officer	$164,705	$16,753	$181,458
JASON MILLER	DIRECTOR, IT	40.00	Highest	$135,093	$5,699	$140,792
TRACEY DILL	SR. DIRECTOR, COMMUNITY IMPACT	40.00	Highest	$128,759	$5,507	$134,266
KIM BUNDY	SR. DIRECTOR, LEADERSHIP GIVING	40.00	Highest	$121,578	$17,205	$138,783
NIKI EASLEY	DIRECTOR, RYAN WHITE	40.00	Highest	$120,897	$14,965	$135,862
MATT LIM	DIRECTOR, FINANCE	40.00	Highest	$116,029	$19,942	$135,971

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	$46,222,332	$46,498,758	$70,291,972	$-276,426
2023	$44,647,179	$45,267,399	$69,413,140	$-620,220
2022	$43,208,497	$45,418,476	$65,106,220	$-2,209,979
2021	$59,642,100	$37,294,678	$71,875,939	$22,347,422
2020	$49,296,824	$45,470,737	$46,577,049	$3,826,087
2019	$35,208,754	$28,146,286	$42,723,116	$7,062,468
2018	$25,804,944	$24,881,558	$32,076,934	$923,386