UNITED WAY OF MOORE COUNTY INC (EIN 237016427) - 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

1968

Legal Domicile

Principal Officer

LINDA PEARSON

Phone

9106922413

Tax Period

2023-07-01 to 2024-06-30

UNITED WAY OF MOORE COUNTY INC, founded in 1968, is a small nonprofit that reported $709K in total revenue in fiscal year 2023. The organization ran a surplus of $199K, a strong 28% operating margin.

Mission

TO ADVANCE THE COMMON GOOD BY FOCUSING ON THE BUILDING BLOCKS FOR A GOOD LIFE IN OUR COMMUNITIES: A QUALITY EDUCATION THAT LEADS TO A STABLE JOB, SUSTAINED FINANCIAL INDEPENDENCE, AND GOOD HEALTH.

🔒

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 (2023)

Revenue Breakdown

Contributions & Grants $444,183

Program Service Revenue $0

Investment Income $233,912

Other Revenue $30,825

TOTAL REVENUE $708,920

Expense Breakdown

Grants Paid $236,308

Salaries & Benefits $116,439

Fundraising Expenses $18,703

Program Expenses $471,193

Other Expenses $156,963

TOTAL EXPENSES $509,710

Year-over-Year Comparison

	2023	2022	Change
Revenue	$708,920	$672,081	+0.1%
Expenses	$509,710	$620,014	-0.2%
Net Income	$199,210	$52,067	+2.8%

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

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

Total Directors

Key Employees

$88,920

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KIT MCKINLEY	CHAIRMAN	1.00	Officer Director	$0	$0	$0
CRYSTAL GABRIC	TREASURER	1.00	Officer Director	$0	$0	$0
ROBIN HOWARD	SECRETARY	1.00	Officer Director	$0	$0	$0
GERALD GALLOWAY	RESOURCE DEVELOPMENT	1.00	Director	$0	$0	$0
DALE PERDUE	STRATEGIC PLANNING	1.00	Director	$0	$0	$0
DAVID LAMBERT	REVIEW & ALLOCATIONS	1.00	Director	$0	$0	$0
EVE AVERY	BOARD DEVELOPMENT	1.00	Director	$0	$0	$0
DAVID ZMIEWSKY	DIRECTOR	0.50	Director	$0	$0	$0
LIZ ENGLISH	DIRECTOR	0.50	Director	$0	$0	$0
WES COWELL	DIRECTOR	0.50	Director	$0	$0	$0
DAVID MCNEILL	DIRECTOR	0.50	Director	$0	$0	$0
KYLE SONNENBERG	DIRECTOR	0.50	Director	$0	$0	$0
BETH WALKER	DIRECTOR	0.50	Director	$0	$0	$0
REV DEBRA GRAY	DIRECTOR	0.50	Director	$0	$0	$0
CARY GREENE	DIRECTOR	0.50	Director	$0	$0	$0
TIFFANY EDWARDS	DIRECTOR	0.50	Director	$0	$0	$0
ANDREA BURTON	DIVERSITY,EQUITY & INCLUSION	0.50	Director	$0	$0	$0
LINDA PEARSON	EXECUTIVE DIRECTOR	40.00	Key Emp	$88,920	$0	$88,920

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	No data	No data	No data	No data
2024	$708,920	$509,710	$2,434,305	$199,210
2023	$672,081	$620,014	$2,186,715	$52,067
2022	$652,553	$535,248	$1,996,302	$117,305
2021	$589,969	$483,208	$2,342,969	$106,761
2020	$666,868	$621,061	$1,892,393	$45,807

UNITED WAY OF MOORE COUNTY INC