UNITED WAY OF FORSYTH COUNTY FOUNDATION (EIN 202649556) - Form 990 Financial Analysis & Trantor Score

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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

2004

Legal Domicile

Principal Officer

ANTONIA MONK RICHBURG

Phone

3367233601

Tax Period

2024-07-01 to 2025-06-30

UNITED WAY OF FORSYTH COUNTY FOUNDATION, founded in 2004, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $210K in total revenue in fiscal year 2024. Revenue grew 14% year-over-year, indicating healthy expansion. Expenses of $280K exceeded revenue, resulting in a 33% operating deficit.

Mission

TO PROVIDE FUNDING TO AREAS OF NEED THAT HAVE BEEN IDENTIFIED BY THE UNITED WAY OF FORSYTH COUNTY.

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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 $0

Program Service Revenue $0

Investment Income $209,903

Other Revenue $0

TOTAL REVENUE $209,903

Expense Breakdown

Grants Paid $26,880

Salaries & Benefits $98,270

Fundraising Expenses $0

Program Expenses $26,880

Other Expenses $154,915

TOTAL EXPENSES $280,065

Year-over-Year Comparison

	2024	2023	Change
Revenue	$209,903	$184,782	+0.1%
Expenses	$280,065	$231,768	+0.2%
Net Income	$-70,162	$-46,986	+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

Governance

Voting Members

Independent Members

Employees

N/A

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

$271,837

Total Directors

$271,837

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANTONIA MONK RICHBURG	PRESIDENT &	1.00	Officer Director	$0	$35,619	$271,837
MIKE BAUGHAN	BOARD MEMBER	1.00	Director	$0	$0	$0
NADINE HALL	BOARD MEMBER	1.00	Director	$0	$0	$0
MARK JOHNSON	BOARD MEMBER	1.00	Director	$0	$0	$0
JEFF LAWYER	BOARD MEMBER	1.00	Director	$0	$0	$0
HOWARD UPCHURCH	BOARD MEMBER	1.00	Director	$0	$0	$0
MIKE WELLS	BOARD MEMBER	1.00	Director	$0	$0	$0
KEITH VAUGHAN	BOARD CHAIR	1.00	Officer 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	$209,903	$280,065	$11,941,330	$-70,162
2024	$184,782	$231,768	$11,773,838	$-46,986
2023	$273,672	$717,445	$11,622,634	$-443,773
2022	$361,256	$168,856	$11,897,129	$192,400
2021	$113,166	$128,576	$12,734,987	$-15,410

UNITED WAY OF FORSYTH COUNTY FOUNDATION