United Way of Dickson County (EIN 621771536) - 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

1999

Legal Domicile

Principal Officer

Jon Stephens

Phone

6154187452

Tax Period

2019-07-01 to 2020-06-30

United Way of Dickson County, founded in 1999, is a small nonprofit that reported $108K in total revenue in fiscal year 2019. Revenue decreased 9% compared to the prior year. Expenses of $131K exceeded revenue, resulting in a 21% operating deficit.

Mission

The Organization strives to build a stronger community by uniting people resources to meet local needs. It provides leadership guidance during a united campaign.

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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 (2019)

Revenue Breakdown

Contributions & Grants $106,246

Program Service Revenue $0

Investment Income $1,856

Other Revenue $0

TOTAL REVENUE $108,102

Expense Breakdown

Grants Paid $26,469

Salaries & Benefits $64,141

Fundraising Expenses $5,220

Program Expenses $109,995

Other Expenses $40,268

TOTAL EXPENSES $130,878

Year-over-Year Comparison

	2019	2018	Change
Revenue	$108,102	$118,458	-0.1%
Expenses	$130,878	$133,559	0.0%
Net Income	$-22,776	$-15,101	+0.5%

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
Jon Stevens	Chairman	001.00	Officer Director	$0	$0	$0
Patricia Driver	Rec Secr	001.00	Officer Director	$0	$0	$0
Doris Grigsby	Director	001.00	Director	$0	$0	$0
Joan Goodmiller	Vice Chair	001.00	Director	$0	$0	$0
Mark Cook	Co Chair	001.00	Officer Director	$0	$0	$0
Jordan James	Director	001.00	Director	$0	$0	$0
Dan Schrock	Director	001.00	Director	$0	$0	$0
Lawren McCallister	Human Resources	001.00	Officer Director	$0	$0	$0
Emily Lane	Director	001.00	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
2020	$108,102	$130,878	$266,383	$-22,776
2019	$118,458	$133,559	$291,937	$-15,101
2018	$123,394	$147,890	$340,562	$-24,496

United Way of Dickson County