GREATER WACO UNITED FUND FOUNDATION (EIN 237071438) - 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

1970

Legal Domicile

Principal Officer

TAMMY RICHARDS

Phone

2547522753

Tax Period

2023-01-01 to 2023-12-31

GREATER WACO UNITED FUND FOUNDATION, founded in 1970, is a small nonprofit that reported $205K in total revenue in fiscal year 2023. Revenue surged 246% from the prior year, signaling strong growth momentum. The organization ran a surplus of $149K, a strong 73% operating margin.

Mission

IN CONNECTION WITH THE UNITED WAY OF WACO-MCLENNAN COUNTY, TEXAS, HELPING TO ACHIEVE A COMMUNITY WHERE ALL PEOPLE HAVE THE EDUCATION, HEALTH AND STABILITY NEEDED TO REACH THEIR FULL POTENTIAL.

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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 (2023)

Revenue Breakdown

Contributions & Grants $6,365

Program Service Revenue $0

Investment Income $198,923

Other Revenue $0

TOTAL REVENUE $205,288

Expense Breakdown

Grants Paid $52,451

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $52,451

Other Expenses $3,910

TOTAL EXPENSES $56,361

Year-over-Year Comparison

	2023	2022	Change
Revenue	$205,288	$59,387	+2.5%
Expenses	$56,361	$52,744	+0.1%
Net Income	$148,927	$6,643	+21.4%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANDREW PICK	PRESIDENT	1.00	Officer Director	$0	$0	$0
JOHN TAYLOR	SECRETARY/TREASURER	1.00	Officer Director	$0	$0	$0
SUSAN FEAGIN	VICE PRESIDENT (JAN-APR)	1.00	Officer Director	$0	$0	$0
TAMMY RICHARDS	VICE PRESIDENT (MAY-DEC)	1.00	Officer Director	$0	$0	$0
BRIAN REMSON	TRUSTEE	1.00	Director	$0	$0	$0
CHERYL GOCHIS	TRUSTEE	1.00	Director	$0	$0	$0
MALCOM DUNCAN	TRUSTEE	1.00	Director	$0	$0	$0
BILL CLIFTON JR	TRUSTEE	1.00	Director	$0	$0	$0
TAMMY RICHARDS	TRUSTEE (JAN-APR)	1.00	Director	$0	$0	$0
ORLANDO RODRIGUEZ	TRUSTEE	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
2024	No data	No data	No data	No data
2023	$205,288	$56,361	$1,465,967	$148,927
2022	$59,387	$52,744	$1,352,810	$6,643
2021	$50,825	$56,390	$1,525,907	$-5,565
2020	$51,052	$42,201	$1,534,634	$8,851

GREATER WACO UNITED FUND FOUNDATION