UNITED WAY OF EAST TENNESSEE HIGHLANDS INC (EIN 626001105) - 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

1930

Legal Domicile

Principal Officer

LESLIE DALTON

Phone

4232201229

Tax Period

2024-04-01 to 2025-03-31

UNITED WAY OF EAST TENNESSEE HIGHLANDS INC, founded in 1930, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $4.1M in total revenue in fiscal year 2024. Revenue surged 440% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.4M, a strong 59% operating margin.

Mission

OUR MISSION IS TO BREAK THE CYCLE OF POVERTY BY UNITING PEOPLE AND RESOURCES TO STRENGTHEN THE HEALTH, EDUCATION AND FINANCIAL STABILITY OF EVERY PERSON IN OUR COMMUNITY.

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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 $4,071,359

Program Service Revenue $2,929

Investment Income $13,038

Other Revenue $15,662

TOTAL REVENUE $4,102,988

Expense Breakdown

Grants Paid $246,500

Salaries & Benefits $371,360

Fundraising Expenses $289,840

Program Expenses $1,326,332

Other Expenses $1,070,770

TOTAL EXPENSES $1,688,630

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,102,988	$759,522	+4.4%
Expenses	$1,688,630	$1,239,887	+0.4%
Net Income	$2,414,358	$-480,365	-6.0%

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

4301

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

$85,682

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LESLIE DALTON	PRESIDENT &	40.00	Officer	$85,682	$0	$85,682
COLLIN BROOKS	TREASURER	1.00	Director	$0	$0	$0
KATHY CAMPBELL	DIRECTOR	1.00	Director	$0	$0	$0
JOY FULKERSON	DIRECTOR	1.00	Director	$0	$0	$0
LUKE GUINN	DIRECTOR	1.00	Director	$0	$0	$0
CHRIS HITECHEW	DIRECTOR	1.00	Director	$0	$0	$0
DREW HUTCHINSON	ATTORNEY	1.00	Director	$0	$0	$0
PAULA JACKSON	DIRECTOR	1.00	Director	$0	$0	$0
JAMES KIEL	DIRECTOR	1.00	Director	$0	$0	$0
MORGAN MAY	DIRECTOR	1.00	Director	$0	$0	$0
ANDREW MCKEEHAN	BOARD CHAIR	1.00	Director	$0	$0	$0
CHRIS ROUNTREE	VICE CHAIR	1.00	Director	$0	$0	$0
JEREMY WRIGHT	FINANCE CHAI	1.00	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
2025	$4,102,988	$1,688,630	$3,441,951	$2,414,358
2025	$4,102,988	$1,688,630	$3,441,951	$2,414,358
2024	$759,522	$1,239,887	$1,042,142	$-480,365
2023	$957,949	$620,759	$1,601,373	$337,190
2022	$1,228,286	$1,154,071	$1,451,064	$74,215
2020	$1,285,772	$1,039,888	$978,121	$245,884
2019	$1,439,708	$1,290,091	$1,089,939	$149,617
2018	$1,767,325	$1,559,885	$1,591,259	$207,440

UNITED WAY OF EAST TENNESSEE HIGHLANDS INC