GREATER GALLATIN UNITED WAY INC (EIN 810384820) - 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

1978

Legal Domicile

Principal Officer

KIMBERLY HALL

Phone

4065872194

Tax Period

2024-07-01 to 2025-06-30

GREATER GALLATIN UNITED WAY INC, founded in 1978, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $3.3M in total revenue in fiscal year 2024. Revenue surged 33% from the prior year, signaling strong growth momentum. The organization ran a surplus of $629K, a strong 19% operating margin.

Mission

Greater Gallatin United Way envisions local communities where all individuals and families achieve their full potential through education, income stability, and healthy living.

🔒

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 (2024)

Revenue Breakdown

Contributions & Grants $1,847,351

Program Service Revenue $1,338,019

Investment Income $48,370

Other Revenue $17,728

TOTAL REVENUE $3,251,468

Expense Breakdown

Grants Paid $356,999

Salaries & Benefits $1,474,201

Fundraising Expenses $174,782

Program Expenses $2,264,920

Other Expenses $791,081

TOTAL EXPENSES $2,622,281

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,251,468	$2,442,295	+0.3%
Expenses	$2,622,281	$2,409,112	+0.1%
Net Income	$629,187	$33,183	+18.0%

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

143

Volunteers

231

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

$155,802

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KIMBERLY HALL	CEO	40.00	Officer	$144,615	$11,187	$155,802
DR KATHRYN BERTANY	Director	1.00	Director	$0	$0	$0
TYLER WHEELER	VICE CHAIR	2.00	Officer Director	$0	$0	$0
GEORGE HADDENHORST	Secretary	2.00	Officer Director	$0	$0	$0
LINDA GALE	Chair	2.00	Officer Director	$0	$0	$0
JOE CLEVELAND	Treasurer	2.00	Officer Director	$0	$0	$0
AMY KANUCH	Director	1.00	Director	$0	$0	$0
DOUG BABCOCK	Director	1.00	Director	$0	$0	$0
SAM WORTHINGTON	Director	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	$3,251,468	$2,622,281	$2,049,604	$629,187
2024	$2,442,295	$2,409,112	$1,396,904	$33,183
2024	No data	No data	No data	No data
2023	$4,276,331	$5,028,805	$1,126,045	$-752,474
2022	$2,742,658	$2,088,185	$1,831,575	$654,473
2021	$2,099,715	$2,162,795	$1,124,457	$-63,080
2020	$2,208,121	$2,174,922	$1,179,369	$33,199
2019	$1,526,020	$1,580,113	$1,111,320	$-54,093

GREATER GALLATIN UNITED WAY INC