UPPER EAST TENNESSEE HUMAN DEVELOPMENT AGENCY (EIN 620902005) - 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

1973

Legal Domicile

Principal Officer

CONNIE SHOCKLEY

Phone

4232466180

Tax Period

2024-07-01 to 2025-06-30

UPPER EAST TENNESSEE HUMAN DEVELOPMENT AGENCY, founded in 1973, is a mid-sized nonprofit in the Community Improvement sector that reported $24.7M in total revenue in fiscal year 2024. Revenue decreased 8% compared to the prior year.

Mission

TO PROVIDE EDUCATION, DIRECTION, AND SUPPORT TO INDIVIDUALS, FAMILIES, AND ORGANIZATIONS IN ORDER TO STRENGTHEN AND STABILIZE THE COMMUNITY THROUGH COLLABORATIVE EFFORTS OF AGENCY PROGRAMS AND COOPERATIVE PARTNERSHIPS.

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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 $24,619,395

Program Service Revenue $18,462

Investment Income $35,373

Other Revenue $0

TOTAL REVENUE $24,673,230

Expense Breakdown

Grants Paid $9,922,689

Salaries & Benefits $11,392,390

Fundraising Expenses $0

Program Expenses $23,547,104

Other Expenses $3,779,006

TOTAL EXPENSES $25,094,085

Year-over-Year Comparison

	2024	2023	Change
Revenue	$24,673,230	$26,936,326	-0.1%
Expenses	$25,094,085	$26,569,875	-0.1%
Net Income	$-420,855	$366,451	-2.1%

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

313

Volunteers

1960

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

$183,837

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KENNETH TREADWAY	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
CHARLES VONCANNON	BOARD VICE-CHAIR	1.00	Officer Director	$0	$0	$0
SARA MIETZNER	BOARD SECRETARY/TREASURER	1.00	Officer Director	$0	$0	$0
MARGARET COLLINS	BOARD MEMBER	1.00	Director	$0	$0	$0
STARLISHA DUGGER	ALTERNATE	1.00	Director	$0	$0	$0
KRISTIN DAVIS	BOARD MEMBER	1.00	Director	$0	$0	$0
KIM BORDEAUX	ALTERNATE	1.00	Director	$0	$0	$0
PATRICIA BRYANT	ALTERNATE	1.00	Director	$0	$0	$0
RUTH THOMAS	BOARD MEMBER	1.00	Director	$0	$0	$0
SUE MALLORY	BOARD MEMBER	1.00	Director	$0	$0	$0
ALOMA COLE	ALTERNATE	1.00	Director	$0	$0	$0
PAT GRINDSTAFF	BOARD MEMBER	1.00	Director	$0	$0	$0
SUSAN PAYNE	BOARD MEMBER	1.00	Director	$0	$0	$0
JOHNNIE MAE SWAGERTY	BOARD MEMBER	1.00	Director	$0	$0	$0
RON METCALFE	BOARD MEMBER	1.00	Director	$0	$0	$0
KATHERINE MOTSINGER-ELLER	BOARD MEMBER	1.00	Director	$0	$0	$0
PATTY WOODBY	BOARD MEMBER	1.00	Director	$0	$0	$0
KEVIN MORRISON	BOARD MEMBER	1.00	Director	$0	$0	$0
THOMAS HARRISON	BOARD MEMBER	1.00	Director	$0	$0	$0
ALONZO COLLINS	REPRESENTATIVE	1.00	Director	$0	$0	$0
KELLY GEAGLEY	ALTERNATE	1.00	Director	$0	$0	$0
AMELIA TAYLOR	BOARD MEMBER	1.00	Director	$0	$0	$0
GARLAND BUBBA EVELY	BOARD MEMBER	1.00	Director	$0	$0	$0
JOE GRANDY	BOARD MEMBER	1.00	Director	$0	$0	$0
PAUL MONTGOMERY	BOARD MEMBER	1.00	Director	$0	$0	$0
JIM SELLS	BOARD MEMBER	1.00	Director	$0	$0	$0
RICHARD VENABLE	BOARD MEMBER	1.00	Director	$0	$0	$0
CAROLYN BYRD	REPRESENTATIVE	1.00	Director	$0	$0	$0
CINDY ANDERSON	BOARD MEMBER	1.00	Director	$0	$0	$0
COL HENRY REYES	BOARD MEMBER	1.00	Director	$0	$0	$0
DICK GRAYSON	BOARD MEMBER	1.00	Director	$0	$0	$0
REV JAMES WHITESIDE	BOARD MEMBER	1.00	Director	$0	$0	$0
PAT WOLFE	REPRESENTATIVE	1.00	Director	$0	$0	$0
POLLY PETERSON ESQ	BOARD MEMBER	1.00	Director	$0	$0	$0
SANDRA KOEHLER	BOARD MEMBER	1.00	Director	$0	$0	$0
JESSIE REECE	ALTERNATE	1.00	Director	$0	$0	$0
MARK DEWITTE	BOARD MEMBER	1.00	Director	$0	$0	$0
LARRY POTTER	BOARD MEMBER	1.00	Director	$0	$0	$0
MIKE HARRISON	BOARD MEMBER	1.00	Director	$0	$0	$0
ANDRIA SMITH	ALTERNATE	1.00	Director	$0	$0	$0
TIMOTHY JAYNES	EXECUTIVE DIRECTOR	50.00	Officer	$96,776	$5,067	$101,843
CONNIE SHOCKLEY	FINANCE DIRECTOR	50.00	Officer	$70,688	$11,306	$81,994

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	$24,673,230	$25,094,085	$7,358,392	$-420,855
2024	$26,936,326	$26,569,875	$7,748,013	$366,451
2023	$27,839,532	$26,288,186	$7,621,063	$1,551,346
2022	$23,146,809	$22,830,860	$7,143,102	$315,949
2021	$23,032,800	$22,723,104	$4,024,130	$309,696
2020	$18,628,759	$18,574,011	$3,912,515	$54,748
2019	$18,154,276	$18,132,969	$3,879,096	$21,307
2018	$15,668,794	$15,444,091	$3,427,880	$224,703

UPPER EAST TENNESSEE HUMAN DEVELOPMENT AGENCY