LEGAL AID SOCIETY OF MIDDLE TENNESSEE AND THE CUMBERLANDS (EIN 620800756) - 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

1968

Legal Domicile

Principal Officer

DARKENYA WALLER

Phone

6152446610

Tax Period

2024-01-01 to 2024-12-31

LEGAL AID SOCIETY OF MIDDLE TENNESSEE AND THE CUMBERLANDS, founded in 1968, is a mid-sized nonprofit that reported $15.1M in total revenue in fiscal year 2024. Revenue surged 29% from the prior year, signaling strong growth momentum. Expenses of $13.7M left a modest 9% surplus.

Mission

TO PROVIDE CIVIL LEGAL ASSISTANCE TO LOW-INCOME PEOPLE AND THEIR FAMILIES.

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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 $14,727,111

Program Service Revenue $7,248

Investment Income $376,204

Other Revenue $0

TOTAL REVENUE $15,110,563

Expense Breakdown

Grants Paid $0

Salaries & Benefits $11,341,675

Fundraising Expenses $235,888

Program Expenses $11,275,879

Other Expenses $2,396,576

TOTAL EXPENSES $13,738,251

Year-over-Year Comparison

	2024	2023	Change
Revenue	$15,110,563	$11,749,705	+0.3%
Expenses	$13,738,251	$11,757,039	+0.2%
Net Income	$1,372,312	$-7,334	-188.1%

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

144

Volunteers

545

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

$288,872

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ERIN PALMER POLLY	SECOND VICE PRESIDENT	0.50	Officer Director	$0	$0	$0
SUSAN L KAY	IMMEDIATE PAST PRESIDENT	0.50	Officer Director	$0	$0	$0
WALTER H STUBBS	PRESIDENT	0.50	Officer Director	$0	$0	$0
TREY RELIFORD	TREASURER	0.50	Officer Director	$0	$0	$0
JAMES L WEATHERLY JR	MEMBER AT LARGE	0.50	Officer Director	$0	$0	$0
CHRISTINA SANDERS	SECRETARY	0.50	Officer Director	$0	$0	$0
DAVID A WEIL	FIRST VICE PRESIDENT	0.50	Officer Director	$0	$0	$0
CAMERON R HOFFMEYER	DIRECTOR	0.30	Director	$0	$0	$0
KONDAL REDDY	DIRECTOR	0.30	Director	$0	$0	$0
JOEL LUCAS	DIRECTOR	0.30	Director	$0	$0	$0
BRAD HORNSBY	DIRECTOR	0.30	Director	$0	$0	$0
MISTY M PHY	DIRECTOR	0.30	Director	$0	$0	$0
MARGARET DODSON	DIRECTOR	0.30	Director	$0	$0	$0
KATIE M ZIPPER	DIRECTOR	0.30	Director	$0	$0	$0
TRACI BROOKS	DIRECTOR	0.30	Director	$0	$0	$0
JAMES CONLEY	DIRECTOR	0.30	Director	$0	$0	$0
DIANE DAVIS	DIRECTOR	0.30	Director	$0	$0	$0
FRANK TOUB	DIRECTOR	0.30	Director	$0	$0	$0
MELINDA BROWN	DIRECTOR	0.30	Director	$0	$0	$0
ASHLEY WATERS	DIRECTOR	0.30	Director	$0	$0	$0
JOHN T BLANKENSHIP	DIRECTOR	0.30	Director	$0	$0	$0
KATIE BELL KLINGHARD	DIRECTOR	0.30	Director	$0	$0	$0
SHARON CRANE	DIRECTOR	0.30	Director	$0	$0	$0
DARKENYA WALLER	EXECUTIVE DIRECTOR	40.00	Officer	$178,117	$6,879	$184,996
ANNA CATLIN	DIRECTOR OF FINANCE	40.00	Officer	$100,219	$3,657	$103,876
JAMES FOWLER	MANAGING ATTORNEY	40.00	Highest	$103,530	$18,695	$122,225
MARLA WILLIAMS	PRACTICE GROUP LEAD ATTORNEY	40.00	Highest	$107,501	$17,888	$125,389
WILLIAM BUSH	STAFF ATTORNEY	40.00	Highest	$114,234	$4,083	$118,317
ZACHARY OSWALD	DEP. DIRECTOR OF CLIENT SERVICES	40.00	Highest	$108,201	$18,120	$126,321
DAVID KOZLOWSKI	DIRECTOR OF ADVOCACY	40.00	Highest	$113,415	$29,674	$143,089

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	$15,110,563	$13,738,251	$12,624,670	$1,372,312
2023	$11,749,705	$11,757,039	$11,099,785	$-7,334
2022	$9,270,024	$9,380,106	$12,092,455	$-110,082
2021	$10,472,394	$8,912,584	$8,528,233	$1,559,810
2020	$8,012,328	$8,796,671	$8,552,343	$-784,343
2019	$7,437,978	$8,396,159	$6,792,382	$-958,181
2018	$7,638,089	$7,156,486	$7,477,164	$481,603

LEGAL AID SOCIETY OF MIDDLE TENNESSEE AND THE CUMBERLANDS