UNITED WAY OF WILLIAMSON COUNTY

EIN: 626049469 501(c)(3)

FRANKLIN, TN

Total Revenue
$6,142,239
Total Expenses
$5,581,056
Total Assets
$7,885,190
Net Assets
$7,488,636
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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
1961
Legal Domicile
TN
Principal Officer
SUMMOR PENNINGTONCPA
Phone
6157712312
Tax Period
2018-07-01 to 2019-06-30

UNITED WAY OF WILLIAMSON COUNTY, founded in 1961, is a community nonprofit that reported $6.1M in total revenue in fiscal year 2018. Expenses of $5.6M left a modest 9% surplus.

Mission

IMPROVING PEOPLE'S LIVES BY MOBILIZING THE CARING POWER OF COMMUNITIES.

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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 (2018)

Revenue Breakdown

Contributions & Grants $5,640,015
Program Service Revenue $390,227
Investment Income $44,575
Other Revenue $67,422
TOTAL REVENUE $6,142,239

Expense Breakdown

Grants Paid $3,706,284
Salaries & Benefits $917,406
Fundraising Expenses $532,772
Program Expenses $4,587,386
Other Expenses $957,366
TOTAL EXPENSES $5,581,056

Year-over-Year Comparison

2018 2017 Change
Revenue $6,142,239 $5,765,739 +0.1%
Expenses $5,581,056 $5,383,319 +0.0%
Net Income $561,183 $382,420 +0.5%
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

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Governance

Voting Members
27
Independent Members
27
Employees
23
Volunteers
5386

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
7
$0
Total Directors
30
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ERIC STUCKEY BOARD CHAIR 1.00
Officer Director
$0 $0 $0
KELLY ROY MEYERS PAST BOARD C 1.00
Officer Director
$0 $0 $0
BLAKE STINNETTE FINANCE CHAI 1.00
Officer Director
$0 $0 $0
DAVID PICKETT EXECUTIVE CO 1.00
Officer Director
$0 $0 $0
RENEE DRAKE MARKETING CH 1.00
Officer Director
$0 $0 $0
KRISTI MORROW COMMUNITY IN 1.00
Officer Director
$0 $0 $0
ROSS TAUBMAN CAMPAIGN CHA 1.00
Director
$0 $0 $0
TOM SAYERS CAMPAIGN CHA 1.00
Director
$0 $0 $0
DENISE GOODWIN STRATEGIC CH 1.00
Director
$0 $0 $0
KEN YOUNG LEGAL COUNSE 1.00
Director
$0 $0 $0
MARTY MARTIN BOARD MEMBER 1.00
Officer Director
$0 $0 $0
JEFF SMITH BOARD MEMBER 1.00
Director
$0 $0 $0
PAUL BOLIN BOARD MEMBER 1.00
Director
$0 $0 $0
BRENDA CRONK BOARD MEMBER 1.00
Director
$0 $0 $0
TERRI WELCH BOARD MEMBER 1.00
Director
$0 $0 $0
JAMES POWELL BOARD MEMBER 1.00
Director
$0 $0 $0
HERMAN MONCRIEF BOARD MEMBER 1.00
Director
$0 $0 $0
BRIAN DUNSTON BOARD MEMBER 1.00
Director
$0 $0 $0
SHERRY ANDERSON BOARD MEMBER 1.00
Director
$0 $0 $0
JEFF DRUMMONDS BOARD MEMBER 1.00
Director
$0 $0 $0
JOHN MIZE BOARD MEMBER 1.00
Director
$0 $0 $0
BEN PARRISH BOARD MEMBER 1.00
Director
$0 $0 $0
TERRY BUSING BOARD MEMBER 1.00
Director
$0 $0 $0
KEVIN DOBBS BOARD MEMBER 1.00
Director
$0 $0 $0
BOB FICK BOARD MEMBER 1.00
Director
$0 $0 $0
GREG HEWITT BOARD MEMBER 1.00
Director
$0 $0 $0
HENRY RUSSELL BOARD MEMBER 1.00
Director
$0 $0 $0
RAYBON WHITE BOARD MEMBER 1.00
Director
$0 $0 $0
PAM BRYANT PRESIDENT / 50.00
Director
$0 $0 $0
ANGELA STAFFORD CFO/CPA 50.00
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
2019 $6,142,239 $5,581,056 $7,885,190 $561,183
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