UNITED WAYS OF TENNESSEE (EIN 621773407) - 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

STAN JACKSON

Phone

6154959970

Tax Period

2024-01-01 to 2024-12-31

UNITED WAYS OF TENNESSEE, founded in 1999, is a small nonprofit in the Human Services sector that reported $309K in total revenue in fiscal year 2024. Revenue fell 32% from the prior year — a significant decline worth monitoring. Expenses of $420K exceeded revenue, resulting in a 36% operating deficit.

Mission

UNITED WAYS OF TENNESSEE IS A STATEWIDE ORGANIZATION PROVIDING MEMBER SUPPORT SERVICES TO 31 UNITED WAYS ACROSS THE STATE. WE ACCOMPLISH OUR MISSION THROUGH ADVOCACY, COLLABORATION AND COLLECTIVE ACTION THAT PROVIDES SOLUTIONS TO OUR STATES MOST CRITICAL NEEDS, SUCH AS EARLY EDUCATION, CREATING ECONOMIC OPPORTUNITY AND EFFORTS TO PROVIDE ASSISTANCE TO VULNERABLE, SICK AND AGING POPULATIONS.

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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 $232,724

Program Service Revenue $74,550

Investment Income $1,329

Other Revenue $0

TOTAL REVENUE $308,603

Expense Breakdown

Grants Paid $12,500

Salaries & Benefits $169,889

Fundraising Expenses $0

Program Expenses $364,060

Other Expenses $237,131

TOTAL EXPENSES $419,520

Year-over-Year Comparison

	2024	2023	Change
Revenue	$308,603	$454,707	-0.3%
Expenses	$419,520	$494,627	-0.2%
Net Income	$-110,917	$-39,920	+1.8%

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

$151,029

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MATT MARSHALL	PAST CHAIR	0.00	Officer Director	$0	$0	$0
NAOMI ASHER	CHAIR	0.00	Officer Director	$0	$0	$0
RICHARD KENNEDY	CHAIR-ELECT	0.00	Officer Director	$0	$0	$0
TANYA MAZZOLINI	TREASURER	0.00	Officer Director	$0	$0	$0
LISA COFER	SECRETARY	0.00	Officer Director	$0	$0	$0
JENNIFER WACKERHAGEN	GOVERNANCE	0.00	Officer Director	$0	$0	$0
DR CHARLEY DEAL	PUBLIC POLICY	0.00	Officer Director	$0	$0	$0
STACEY LANGFORD	BOARD MEMBER	0.00	Director	$0	$0	$0
DR KENNETH ROBINSON	BOARD MEMBER	0.00	Director	$0	$0	$0
MATT RYERSON	BOARD MEMBER	0.00	Director	$0	$0	$0
LESLIE SALLING	BOARD MEMBER	0.00	Director	$0	$0	$0
LESLEY SCEARCE	BOARD MEMBER	0.00	Director	$0	$0	$0
ART SMITH	BOARD MEMBER	0.00	Director	$0	$0	$0
KATY SPURLOCK	BOARD MEMBER	0.00	Director	$0	$0	$0
BRIAN STRAESSLE	BOARD MEMBER	0.00	Director	$0	$0	$0
MARY GRAHAM	CEO	40.00	Officer	$136,065	$14,964	$151,029

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	$308,603	$419,520	$479,536	$-110,917
2023	$454,707	$494,627	$562,386	$-39,920
2022	$566,841	$458,237	$603,108	$108,604
2021	$336,636	$275,881	$490,185	$60,755
2020	$569,499	$415,080	$449,274	$154,419
2019	$295,123	$331,261	$301,112	$-36,138
2018	$371,583	$312,243	$309,946	$59,340

UNITED WAYS OF TENNESSEE