UNITED WAY OF MIDDLE TENNESSEE INC

EIN: 620533104 501(c)(3) Philanthropy & Grantmaking

NASHVILLE, TN

Total Revenue
$46,222,332
Total Expenses
$46,498,758
Total Assets
$70,291,972
Net Assets
$59,863,861
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1954
Legal Domicile
TN
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

UWGN UNITES THE COMMUNITY AND MOBILIZES RESOURCES SO THAT EVERY CHILD, INDIVIDUAL & FAMILY THRIVES

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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%)

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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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Governance

Voting Members
45
Independent Members
45
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
17
$1,636,952
Total Directors
46
$617,192
Key Employees
0
$0
Highest Compensated
5
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
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
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