UNITED WAY CLINCH-POWELL VALLEY INC

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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

1957

Legal Domicile

Principal Officer

ADA HERNANDEZ-BELL

Phone

8654838431

Tax Period

2024-01-01 to 2024-12-31

UNITED WAY CLINCH-POWELL VALLEY INC, founded in 1957, is a community nonprofit that reported $1.1M in total revenue in fiscal year 2024. Expenses of $1.4M exceeded revenue, resulting in a 20% operating deficit.

Mission

IMPROVE LIVES BY MOBILIZING THE CARING OF OUR COMMUNITY TO CREATE LASTING CHANGE.

Program Service Accomplishments

Program 1

THE ORGANIZATION PROVIDES ALLOCATIONS AND GUIDANCE AS NEEDED TO CHARITABLE AGENCIES THAT PROVIDE NEEDED SOCIAL SERVICES IN THE COMMUNITY.

Program 2

Expenses: $1,200,192

THE ORGANIZATION PROMOTES COMMUNITY PROBLEM SOLVING ACTIVITIES BY GIVING SUPPORT AND GUIDANCE TO HUMAN SERVICES ORGANIZATIONS.

Program 3

THE ORGANIZATION RAISES, COLLECTS, AND DISTRIBUTES FUNDS DESIGNATED FOR ITS MEMBER AGENCIES.

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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 $1,123,793

Program Service Revenue $0

Investment Income $1,093

Other Revenue $4,825

TOTAL REVENUE $1,129,711

Expense Breakdown

Grants Paid $1,034,432

Salaries & Benefits $236,238

Fundraising Expenses $63,258

Program Expenses $1,200,192

Other Expenses $89,502

TOTAL EXPENSES $1,360,172

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,129,711	$1,171,515	0.0%
Expenses	$1,360,172	$1,031,363	+0.3%
Net Income	$-230,461	$140,152	-2.6%

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

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

$51,148

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TRACY BOATNER	BOARD CHAIR	0.00	Officer Director	$0	$0	$0
MEGHAN HOUCHIN	VICE CHAIR	0.00	Officer Director	$0	$0	$0
LAURA STEWART	TREASURER	0.00	Officer Director	$0	$0	$0
STEVE VENTURA	SECRETARY	0.00	Officer Director	$0	$0	$0
RYAN OVERTON	PAST CHAIR	0.00	Director	$0	$0	$0
TOM WRIGHT	BOARD MEMBER	0.00	Director	$0	$0	$0
SONYA JOHNSON	BOARD MEMBER	0.00	Director	$0	$0	$0
PAM BONEE	BOARD MEMBER	0.00	Director	$0	$0	$0
MARIA CATRON	BOARD MEMBER	0.00	Director	$0	$0	$0
MICHAEL FOSTER	BOARD MEMBER	0.00	Director	$0	$0	$0
GARY JOHNSON	BOARD MEMBER	0.00	Director	$0	$0	$0
ADAM BULLOCK	BOARD MEMBER	0.00	Director	$0	$0	$0
DUSTIN BRUMETT	BOARD MEMBER	0.00	Director	$0	$0	$0
BRANDON HAMBRICK	BOARD MEMBER	0.00	Director	$0	$0	$0
JENNIFER WILLIAMS	BOARD MEMBER	0.00	Director	$0	$0	$0
JESSICA STOUT BROYLES	BOARD MEMBER	0.00	Director	$0	$0	$0
ERIC SWANSON	BOARD MEMBER	0.00	Director	$0	$0	$0
ANN SMITH	BOARD MEMBER	0.00	Director	$0	$0	$0
WILL CONNER	BOARD MEMBER	0.00	Director	$0	$0	$0
DIANA ANZ-MEADOR	BOARD MEMBER	0.00	Director	$0	$0	$0
ADA HERNANDEZ-BELL	EXECUTIVE DIRECTOR	40.00	Officer	$51,148	$0	$51,148

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	$1,129,711	$1,360,172	$572,161	$-230,461
2023	$1,171,515	$1,031,363	$1,193,273	$140,152
2022	$1,062,110	$1,018,087	$1,003,753	$44,023
2021	$851,853	$894,659	$1,149,959	$-42,806
2020	$1,029,346	$1,053,696	$1,006,704	$-24,350
2019	$804,692	$953,301	$1,031,703	$-148,609
2018	$1,012,770	$1,045,156	$1,213,842	$-32,386