UNITED WAY CLINCH-POWELL VALLEY INC

EIN: 626041371 501(c)(3)

OAK RIDGE, TN

Total Revenue
$1,129,711
Total Expenses
$1,360,172
Total Assets
$572,161
Net Assets
$-21,288
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1957
Legal Domicile
TN
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 POWER OF OUR COMMUNITY TO CREATE LASTING CHANGE.

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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%)

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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

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Liquidity & Cash Position

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Governance

Voting Members
20
Independent Members
20
Employees
11
Volunteers
24

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
5
$51,148
Total Directors
20
$0
Key Employees
0
$0
Highest Compensated
0
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
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