UNITED WAY OF GREATER CHATTANOOGA (EIN 620565962) - 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

1922

Legal Domicile

Principal Officer

LESLEY SCEARCE

Phone

4237520300

Tax Period

2023-07-01 to 2024-06-30

UNITED WAY OF GREATER CHATTANOOGA, founded in 1922, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $10.8M in total revenue in fiscal year 2023. Revenue decreased 9% compared to the prior year. Net assets of $24.8M represent 27 months of operating reserves.

Mission

TO UNITE PEOPLE AND RESOURCES IN BUILDING A STRONGER AND HEALTHIER 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 (2023)

Revenue Breakdown

Contributions & Grants $8,978,729

Program Service Revenue $736,484

Investment Income $537,921

Other Revenue $573,581

TOTAL REVENUE $10,826,715

Expense Breakdown

Grants Paid $5,129,013

Salaries & Benefits $3,892,109

Fundraising Expenses $1,531,835

Program Expenses $8,797,854

Other Expenses $2,666,127

TOTAL EXPENSES $11,687,249

Year-over-Year Comparison

	2023	2022	Change
Revenue	$10,826,715	$11,872,512	-0.1%
Expenses	$11,687,249	$10,855,072	+0.1%
Net Income	$-860,534	$1,017,440	-1.8%

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

2399

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

$421,568

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LESLEY SCEARCE	PRESIDENT & CEO	40.0	Officer	$224,671	$38,405	$263,076
ABBY GARRISON	VICE PRESIDENT	40.0	Highest	$135,835	$31,064	$166,899
SUZY ANTHONY	VP FINANCE & OPERATIONS	40.0	Officer	$146,509	$11,983	$158,492
TERRAN ANDERSON	VICE PRESIDENT	40.0	Highest	$135,841	$10,839	$146,680
PERCY GARCIA-ROSELL	SENIOR DIRECTOR	40.0	Highest	$113,968	$29,589	$143,557
JAY DALE	CHAIR	1.0	Director	$0	$0	$0
KEN JONES	CHAIR ELECT	1.0	Director	$0	$0	$0
EDNA VARNER	IMMEDIATE PAST CHAIR	1.0	Director	$0	$0	$0
STEFANIE MANSUETO	TREASURER	1.0	Director	$0	$0	$0
PATTI DUNGAN	SECRETARY	1.0	Director	$0	$0	$0
ALTHEA JONES	MEMBER	1.0	Director	$0	$0	$0
AMANDA JELKS	MEMBER	1.0	Director	$0	$0	$0
ANGELA GARCIA	MEMBER	1.0	Director	$0	$0	$0
BARON HERDELIN-DOHERTY	MEMBER	1.0	Director	$0	$0	$0
DALYA QUALLS WHITE	MEMBER	1.0	Director	$0	$0	$0
DEJUAN JORDAN	MEMBER	1.0	Director	$0	$0	$0
DIONNE JENKINS	MEMBER	1.0	Director	$0	$0	$0
JIM CATANZARO JR	MEMBER	1.0	Director	$0	$0	$0
KEN SMITH	MEMBER	1.0	Director	$0	$0	$0
PATRICIA RUSSELL	MEMBER	1.0	Director	$0	$0	$0
PAULO HUTSON	MEMBER	1.0	Director	$0	$0	$0
RUSS BLAKELY	MEMBER	1.0	Director	$0	$0	$0
TOBY SHELTON	MEMBER	1.0	Director	$0	$0	$0
TOM RICE	MEMBER	1.0	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	$10,826,715	$11,687,249	$29,616,774	$-860,534
2023	$11,872,512	$10,855,072	$30,870,044	$1,017,440
2023	$11,872,512	$10,855,072	$30,870,044	$1,017,440
2022	$9,851,005	$10,854,920	$28,378,228	$-1,003,915
2021	$10,064,762	$9,991,522	$32,758,586	$73,240
2020	$8,634,637	$10,007,052	$27,460,680	$-1,372,415
2019	$9,905,977	$14,750,519	$28,674,152	$-4,844,542

UNITED WAY OF GREATER CHATTANOOGA