UNITED WAY OF MIDDLE TENNESSEE INC Charity Report

Public IRS 990 nonprofit record

UNITED WAY OF MIDDLE TENNESSEE INC

EIN 62-0533104 · Federated Giving Programs (T70)

What they do

UNITED WAY of GREATER NASHVILLE UNITES THE COMMUNITY and MOBILIZES RESOURCES SO THAT EVERY CHILD, INDIVIDUAL, and FAMILY THRIVES.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $85.80 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2025The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders56 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

95.82%of revenue went to mission work85.8% of expenses · Program services

9.48%of revenue went to fundraising8.5% of expenses

$111.62spent for every $100 of revenueSpending was higher than revenue this year.

6.32%of revenue went to management and office costs5.7% of expenses

$1.82in assets for every $1 spent this yearSome assets cannot be spent right away.

91.2%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Worth asking: Expenses exceeded revenue by $3,889,822 this year. Ask whether that was planned or caused by a one-time event.

Pay context: The highest compensation shown in this filing is $407,459 for ERICA MITCHELL (PRESIDENT AND CEO). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2025

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$33,469,440

Mission workProgram services$32,070,85495.82% of revenue85.8% of expenses

ManagementOffice and general costs$2,115,1146.32% of revenue5.7% of expenses

FundraisingAsking for donations$3,173,2949.48% of revenue8.5% of expenses

Total expenses$37,359,262111.62% of revenue

Expenses were greater than revenue, so the colored ring fills the available $100 and the total above 100% is shown below.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2025CurrentExpense mix: 85.8% mission · 5.7% management · 8.5% fundraisingTotal expenses: 111.62% of revenue

2024Expense mix: 89.2% mission · 4.2% management · 6.6% fundraisingTotal expenses: 100.60% of revenue

2023Expense mix: 90.6% mission · 3.8% management · 5.6% fundraisingTotal expenses: 101.39% of revenue

2022Expense mix: 91.7% mission · 3.3% management · 4.9% fundraisingTotal expenses: 105.11% of revenue

2021Expense mix: 90.1% mission · 4.2% management · 5.7% fundraisingTotal expenses: 62.53% of revenue

2020Expense mix: 90.6% mission · 3.5% management · 5.9% fundraisingTotal expenses: 92.24% of revenue

2019Expense mix: 86.2% mission · 5.3% management · 8.5% fundraisingTotal expenses: 79.94% of revenue

2018Expense mix: 87.7% mission · 5.7% management · 6.6% fundraisingTotal expenses: 96.42% of revenue

Money in and money out

Revenue$33,469,440

Expenses$37,359,262

Annual shortfall $3,889,822 Expenses were higher than revenue for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$32,070,854 · 85.8% of expenses

Management and office costs$2,115,114 · 5.7% of expenses

Fundraising$3,173,294 · 8.5% of expenses

See all reported dollar amounts

Revenue$33,469,440

Expenses$37,359,262

Assets$68,076,552

Income$48,931,622

Contributions$30,521,622

Mission work (program services)$32,070,854

Fundraising$3,173,294

Grants given$212,655,157

Average grant$67,126

Management and general$2,115,114

Stocks and bonds$48,494,509

Accounting fees$75,407

Investing fees$167,414

People

Leadership and board

Tax year 2025

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

ERICA MITCHELLPRESIDENT AND CEO · 40 hrs/week $407,459Base $389,940 · Other $17,519

SUMMOR PENNINGTONCHIEF FINANCIAL OFFICER · 40 hrs/week $272,490Base $257,040 · Other $15,450

BRIAN HASSETTFORMER PRESIDENT AND CEO · 40 hrs/week $237,903Base $236,276 · Other $1,627

COURTNEY BARLARCHIEF DEVELOPMENT OFFICER · 40 hrs/week $212,277Base $204,542 · Other $7,735

LORI SHINTONCHIEF VOLUNTEERISM OFFICER · 40 hrs/week $194,044Base $187,611 · Other $6,433

ANGELA STACYCHIEF MARKETING OFFICER · 40 hrs/week $192,164Base $176,930 · Other $15,234

TRACEY DILLSR. DIR., COMMUNITY IMPACT OFF. · 40 hrs/week $176,281Base $169,538 · Other $6,743

JASON MILLERDIRECTOR, IT · 40 hrs/week $145,791Base $138,166 · Other $7,625

NIKI EASLEYDIRECTOR, HIV/AIDS INITIATIVE · 40 hrs/week $139,466Base $127,842 · Other $11,624

MATT LIMSENIOR DIRECTOR, FINANCE · 40 hrs/week $139,326Base $124,366 · Other $14,960

KIM BUNDYSR. DIRECTOR, LEADERSHIP GIVING · 40 hrs/week $138,618Base $125,443 · Other $13,175

ROD DEVORESENIOR DIR., INNOVATION & STRATEGY · 40 hrs/week $125,486Base $118,882 · Other $6,604

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (56)

ERICA MITCHELLPRESIDENT AND CEO

SUMMOR PENNINGTONCHIEF FINANCIAL OFFICER

BRIAN HASSETTFORMER PRESIDENT AND CEO

COURTNEY BARLARCHIEF DEVELOPMENT OFFICER

LORI SHINTONCHIEF VOLUNTEERISM OFFICER

ANGELA STACYCHIEF MARKETING OFFICER

TRACEY DILLSR. DIR., COMMUNITY IMPACT OFF.

JASON MILLERDIRECTOR, IT

NIKI EASLEYDIRECTOR, HIV/AIDS INITIATIVE

MATT LIMSENIOR DIRECTOR, FINANCE

KIM BUNDYSR. DIRECTOR, LEADERSHIP GIVING

ROD DEVORESENIOR DIR., INNOVATION & STRATEGY

LAUREL GRAEFETRUSTEE

LEE BLANKBOARD CHAIR, TRUSTEE

KATE CHINNTRUSTEE

LUCIBETH MAYBERRYTRUSTEE

KARL SPRULESTRUSTEE

JOHN CROSSLINTRUSTEE

JUNAID ODUBEKOGENERAL COUNSEL- TRUSTEE

MAYOR BOB RIALTRUSTEE

NELSON ANDREWSTRUSTEE

ONEAL WIGGINSMEMBER AT LARGE

R MILTON JOHNSONTRUSTEE

RANDY GIBSONTRUSTEE

REV CLAY STAUFFERTRUSTEE

REV ROBERT GARDENHIRECOMMUNITY IMPACT - CIF COMM.

ROBERT DITTUS MD MPHMEMBER AT LARGE

SARA CORREAMEMBER AT LARGE

SCOTT BECKERTRUSTEE

TONY HEARDTRUSTEE

TONYA HALLETTTRUSTEE

DR STUART R GORDONTRUSTEE

ANNE RUSSELLTRUSTEE

BLAKE STINNETTETREASURER & FINANCE COMMITTEE

BRIAN TIBBSTRUSTEE

BURKE NIHILLVICE CHAIR

CHANDRA VASSERTRUSTEE

DAVE WALTONSECRETARY

DAVID BRIGGSCAMPAIGN COMM. CHAIR

DAVID FREEMANTRUSTEE

DEB REINERTRUSTEE

DR CANDICE MCQUEENTRUSTEE

DR L GREGORY JONESTRUSTEE

DR SHANNA JACKSONMEMBER AT LARGE

JOSH TRUSLEYTRUSTEE

DR SYDNEY SAVIONTRUSTEE

ED LANQUISTMEMBER AT LARGE

EMILY WEISSMEMBER AT LARGE

ERIC STUCKEYMEMBER AT LARGE

FAHAD TAHIRTRUSTEE

GORDON KNAPPTRUSTEE

HON ALBERTO R GONZALESIMM. PAST BD CHAIR, BD. SUCC. PLAN.

HONORABLE WILLIAM C KOCH JRTRUSTEE

JAMES WEAVERTRUSTEE

JESSICA STONESIFERTRUSTEE

JOHN DOERGETRUSTEE

About this charity

Recognized since: January 1975
Location: 250 VENTURE CIR, NASHVILLE, TN 37228-1604
County: Davidson
In care of: % MARY WIGGINS
Primary officer: MATT LIM, CFO

How to reach them

WebsiteVisit the charity’s website Phone(615) 255-8501

Filing and classification

Latest tax year: 2025
Tax period began: January 1, 2025
Return type: 990
NTEE classification: Federated Giving Programs (T70)
IRS tax category: Federated Giving Programs
Grant-giving organization: Yes