United Fund of South Milam County (EIN 237082834) - 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

2000

Legal Domicile

Phone

5124663570

Tax Period

2024-01-01 to 2024-12-31

United Fund of South Milam County, founded in 2000, is a micro nonprofit that reported $32K in total revenue in fiscal year 2024. Revenue fell 41% from the prior year — a significant decline worth monitoring. Expenses of $69K exceeded revenue, resulting in a 116% operating deficit.

Mission

MONIES ARE SOLICITED FROM INDIVIDUALS, BUSINESSES AND CORPORATIONS TO DISTRIBUTE TO HUMAN SERVICES NON-PROFIT ORGANIZATIONS TO HELP UNDERPRIVILEGED AND NEEDY INDIVIDUALS. THEY MUST COMPLETE A QUESTIONNAIRE REGARDING FUNDING AND DISTRIBUTION REQUIREMENTS

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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 $31,948

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $31,948

Expense Breakdown

Grants Paid $68,437

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $68,437

Other Expenses $554

TOTAL EXPENSES $68,991

Year-over-Year Comparison

	2024	2023	Change
Revenue	$31,948	$54,139	-0.4%
Expenses	$68,991	$80,770	-0.1%
Net Income	$-37,043	$-26,631	+0.4%

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

N/A

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
Charles Keagy	President	1.00	Officer Director	$0	$0	$0
Mary Lou Loehr	Fundraiser Chair	1.00	Director	$0	$0	$0
Barbara McWhiter	Sec	1.00	Director	$0	$0	$0
Elissa Benford	Treasurer	1.00	Officer Director	$0	$0	$0
Paul Dixon	Director	1.00	Director	$0	$0	$0
Malda Burns	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
2024	$31,948	$68,991	$21,946	$-37,043
2023	$54,139	$80,770	$58,989	$-26,631
2022	$74,985	$68,956	$85,620	$6,029
2021	$84,878	$62,861	$79,591	$22,017
2020	$81,682	$63,192	$57,574	$18,490
2019	$64,731	$54,692	$39,084	$10,039
2018	$57,287	$54,655	$29,045	$2,632

United Fund of South Milam County