UNITED WAY OF MAURY COUNTY INC (EIN 626014994) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1958

Legal Domicile

Phone

9313810100

Tax Period

2023-01-01 to 2023-12-31

UNITED WAY OF MAURY COUNTY INC, founded in 1958, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $258K in total revenue in fiscal year 2023. Revenue surged 45% from the prior year, signaling strong growth momentum. The organization ran a surplus of $87K, a strong 34% operating margin.

Mission

SUPPORT OF COMMUNITY AGENCIES

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $247,525

Program Service Revenue $0

Investment Income $10,340

Other Revenue $0

TOTAL REVENUE $257,865

Expense Breakdown

Grants Paid $77,708

Salaries & Benefits $50,716

Fundraising Expenses $15,179

Program Expenses $90,387

Other Expenses $42,315

TOTAL EXPENSES $170,739

Year-over-Year Comparison

	2023	2022	Change
Revenue	$257,865	$177,797	+0.5%
Expenses	$170,739	$148,802	+0.1%
Net Income	$87,126	$28,995	+2.0%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$47,112

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LAURA TRUELOVE	Exec Director	40.00	Director	$47,112	$0	$47,112
TRENTON SCHMIDT	Director	1.00	Director	$0	$0	$0
BRENT ALLRED	President	1.00	Director	$0	$0	$0
JENNIFER REED GARRARD	Director	1.00	Director	$0	$0	$0
JIMMY PHILLIPS	Director	1.00	Director	$0	$0	$0
RICHARD T LAW	Director	1.00	Director	$0	$0	$0
LAUREN BLEVINS	Secretary	1.00	Director	$0	$0	$0
CHUCK HOELSCHER	Treasurer	1.00	Director	$0	$0	$0
BEVIN LYLE	Vice President	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
2024	No data	No data	No data	No data
2023	$257,865	$170,739	$425,345	$87,126
2021	$236,710	$168,225	$302,955	$68,485

UNITED WAY OF MAURY COUNTY INC