UNITED WAY OF HAMBLEN COUNTY INC (EIN 620627919) - 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

1955

Legal Domicile

Principal Officer

GARY MATTHEWS

Phone

4235818601

Tax Period

2025-01-01 to 2025-12-31

UNITED WAY OF HAMBLEN COUNTY INC, founded in 1955, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.4M in total revenue in fiscal year 2025. Expenses of $1.4M left a modest 4% surplus.

Mission

VOLUNTARY HEALTH & WELFARE

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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 (2025)

Revenue Breakdown

Contributions & Grants $1,404,544

Program Service Revenue $0

Investment Income $5,424

Other Revenue $0

TOTAL REVENUE $1,409,968

Expense Breakdown

Grants Paid $1,107,000

Salaries & Benefits $176,547

Fundraising Expenses $112,384

Program Expenses $1,107,000

Other Expenses $72,464

TOTAL EXPENSES $1,356,011

Year-over-Year Comparison

	2025	2024	Change
Revenue	$1,409,968	$1,331,898	+0.1%
Expenses	$1,356,011	$1,374,370	0.0%
Net Income	$53,957	$-42,472	-2.3%

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

200

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MIKE BEST	DIRECTOR	N/A	Director	$0	$0	$0
DAN BLAIR	DIRECTOR	N/A	Director	$0	$0	$0
LAUREN CARROLL	DIRECTOR	N/A	Director	$0	$0	$0
JIM CLAWSON	DIRECTOR	N/A	Director	$0	$0	$0
HUGH CLEMENT	DIRECTOR	N/A	Director	$0	$0	$0
TIM COLEY	DIRECTOR	N/A	Director	$0	$0	$0
JUSTIN COOK	PRESIDENT	N/A	Officer Director	$0	$0	$0
DAVID CULVERN	DIRECTOR	N/A	Director	$0	$0	$0
SUSANNE DENEAU	SECRETARY	N/A	Officer Director	$0	$0	$0
ANDREW ELLARD	DIRECTOR	N/A	Director	$0	$0	$0
TERRY FISHBURN	DIRECTOR	N/A	Director	$0	$0	$0
CHRISTINE GOSSER	DIRECTOR	N/A	Director	$0	$0	$0
STAN GREENE	DIRECTOR	N/A	Director	$0	$0	$0
GREGG HARRELL	DIRECTOR	N/A	Director	$0	$0	$0
SHIRLEY HOLT	DIRECTOR	N/A	Director	$0	$0	$0
CHRIS HORN	TREASURER	N/A	Officer Director	$0	$0	$0
SCOTT KINGTON	DIRECTOR	N/A	Director	$0	$0	$0
RYAN KRAGEL	DIRECTOR	N/A	Director	$0	$0	$0
GORDON LINTZ	DIRECTOR	N/A	Director	$0	$0	$0
SHARON LOY	DIRECTOR	N/A	Director	$0	$0	$0
BETH MCGHEE-FOLSOM	DIRECTOR	N/A	Director	$0	$0	$0
NOEL MONTEPEQUE	DIRECTOR	N/A	Director	$0	$0	$0
LINDA RAINES	DIRECTOR	N/A	Director	$0	$0	$0
JESSICA RICH	DIRECTOR	N/A	Director	$0	$0	$0
DON ROGERS	DIRECTOR	N/A	Director	$0	$0	$0
DREW ROWE	VICE PRESIDE	N/A	Officer Director	$0	$0	$0
BECKY SKELTON	DIRECTOR	N/A	Director	$0	$0	$0
CARL STORMS	DIRECTOR	N/A	Director	$0	$0	$0
JOHN WALLCE	DIRECTOR	N/A	Director	$0	$0	$0
TIM WILD	DIRECTOR	N/A	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	$1,409,968	$1,356,011	$2,145,451	$53,957
2024	$1,331,898	$1,374,370	$2,135,109	$-42,472
2023	$1,348,709	$1,312,235	$2,126,520	$36,474
2022	$1,333,987	$1,317,491	$2,093,705	$16,496
2021	$1,277,316	$1,275,587	$2,042,577	$1,729
2020	$1,316,987	$1,304,746	$2,106,132	$12,241
2019	$1,394,749	$1,312,562	$2,070,522	$82,187
2018	$1,359,883	$1,361,763	$2,031,996	$-1,880

UNITED WAY OF HAMBLEN COUNTY INC