United Way of Wilson County & the Upper Cumberland (EIN 621660029) - 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

Jennifer Pitts

Phone

6154431871

Tax Period

2024-07-01 to 2025-06-30

United Way of Wilson County & the Upper Cumberland, founded in 1996, is a small nonprofit in the Human Services sector that reported $450K in total revenue in fiscal year 2024. Revenue fell 28% from the prior year — a significant decline worth monitoring.

Mission

The United Way of Wilson County exists to enhance the quality of life through a combined effort of individuals and organizations pulling together to address health and human service needs in Wilson County and the Upper Cumberland.

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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 $443,804

Program Service Revenue $0

Investment Income $6,105

Other Revenue $499

TOTAL REVENUE $450,408

Expense Breakdown

Grants Paid $282,560

Salaries & Benefits $125,873

Fundraising Expenses $60,294

Program Expenses $352,807

Other Expenses $62,608

TOTAL EXPENSES $471,041

Year-over-Year Comparison

	2024	2023	Change
Revenue	$450,408	$624,591	-0.3%
Expenses	$471,041	$596,673	-0.2%
Net Income	$-20,633	$27,918	-1.7%

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

N/A

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
Wes Dugan	Director	0.00	Director	$0	$0	$0
Dorie Mitchell	Director	0.00	Director	$0	$0	$0
John Foutch	Director	0.00	Director	$0	$0	$0
Robin Vance	Director	0.00	Director	$0	$0	$0
Wes Taylor	Director	0.00	Director	$0	$0	$0
Angela Knee	Director	0.00	Director	$0	$0	$0
Jennifer Pitts	Executive Director	40.00	Officer Key Emp	$0	$0	$0
Labraunya Horton	Chair	0.00	Officer	$0	$0	$0
Debbie Lowe	Finance Chair	0.00	Officer	$0	$0	$0
Roger Wells	Upper Cumberland Chair	0.00	Officer	$0	$0	$0
Sarah Davenport	Secretary	0.00	Officer	$0	$0	$0
Ryan Woodall	Vice-Chair	0.00	Officer	$0	$0	$0
Shelley Gardner	Legal Chair	0.00	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	$450,408	$471,041	$507,202	$-20,633
2024	$624,591	$596,673	$524,470	$27,918
2023	$549,805	$527,671	$537,549	$22,134
2022	$534,912	$618,264	$538,849	$-83,352
2021	$501,766	$514,477	$616,080	$-12,711
2020	$703,003	$575,434	$641,235	$127,569
2019	$534,412	$495,942	$491,863	$38,470

United Way of Wilson County & the Upper Cumberland