Union City School Foundation (EIN 621656170) - 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

1996

Legal Domicile

Principal Officer

Jay Davis

Phone

7318853661

Tax Period

2024-07-01 to 2025-06-30

Union City School Foundation, founded in 1996, is a micro nonprofit in the Education sector that reported $35K in total revenue in fiscal year 2024. Net assets of $581K represent 198 months of operating reserves.

Mission

TO SUPPORT THE PUBLIC EDUCATION SYSTEM OF THE CITY OF UNION CITY, TN.

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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 $10,355

Program Service Revenue $0

Investment Income $24,919

Other Revenue $0

TOTAL REVENUE $35,274

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $30,813

Other Expenses $37,117

TOTAL EXPENSES $37,117

Year-over-Year Comparison

	2024	2023	Change
Revenue	$35,274	$35,614	0.0%
Expenses	$37,117	$40,854	-0.1%
Net Income	$-1,843	$-5,240	-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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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

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	Role	Reportable Comp	Other Comp	Total
Courtney L Williams	Board Member	Director	$0	$0	$0
Dylan Bondurant	Board Member	Director	$0	$0	$0
Melissa Reeves	Board Member	Director	$0	$0	$0
Peyton Lucas	Vice-President	Director	$0	$0	$0
Kim Fields	Board Member	Director	$0	$0	$0
Elizabeth Miller	President	Officer	$0	$0	$0
Jay Davis	Treasurer	Officer	$0	$0	$0
Vicki Wilkinson	Secretary	Officer	$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	$35,274	$37,117	$580,793	$-1,843
2024	$35,614	$40,854	$544,070	$-5,240
2023	$44,914	$29,902	$502,191	$15,012
2022	$26,675	$57,118	$487,179	$-30,443
2021	$102,538	$25,554	$517,622	$76,984
2020	$1,842	$41,894	$440,638	$-40,052
2019	$30,650	$41,814	$480,690	$-11,164

Union City School Foundation