GREATER ENNIS UNITED WAY (EIN 237087962) - 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

1952

Legal Domicile

Principal Officer

LISA FINCHER

Phone

9723512060

Tax Period

2024-04-01 to 2025-03-31

GREATER ENNIS UNITED WAY, founded in 1952, is a small nonprofit that reported $290K in total revenue in fiscal year 2024.

Mission

TO IMPROVE THE QUALITY OF LIFE OF ALL PEOPLE BY RESPONDING TO PRIORITY HEALTH AND HUMAN SERVICE NEEDS THROUGH GATHERING AND DISTRIBUTING COMMUNITY RESOURCES IN AN EFFICIENT AND ACCOUNTABLE MANNER.

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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 $283,660

Program Service Revenue $0

Investment Income $1,172

Other Revenue $5,379

TOTAL REVENUE $290,211

Expense Breakdown

Grants Paid $238,220

Salaries & Benefits $38,431

Fundraising Expenses $24,765

Program Expenses $238,220

Other Expenses $18,336

TOTAL EXPENSES $294,987

Year-over-Year Comparison

	2024	2023	Change
Revenue	$290,211	$299,909	0.0%
Expenses	$294,987	$310,507	0.0%
Net Income	$-4,776	$-10,598	-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

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

$35,700

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOE GLANTON	PRESIDENT/VICE CHAIR	1.00	Officer Director	$0	$0	$0
JULIE PIERCE	DIRECTOR	1.00	Director	$0	$0	$0
WALTER BEASLEY	DIRECTOR	1.00	Director	$0	$0	$0
AMELIA VALDEZ	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL VAUGHN	DIRECTOR/CHAIR	1.00	Director	$0	$0	$0
MICHELLE COULTER	DIRECTOR	1.00	Director	$0	$0	$0
LISA FINCHER	TREASURER	1.00	Officer Director	$0	$0	$0
DAWN MITCHELL	DIRECTOR	1.00	Director	$0	$0	$0
CASEY SLOAN	DIRECTOR/INCOMING PRESIDENT	1.00	Director	$0	$0	$0
BRAD KOSKELIN	DIRECTOR	1.00	Director	$0	$0	$0
DIEGO GARCIA	DIRECTOR	1.00	Director	$0	$0	$0
SAMANTHA HENRY	SECRETARY	1.00	Officer Director	$0	$0	$0
MIKE FRENCH	DIRECTOR	1.00	Director	$0	$0	$0
NOE GARCIA	DIRECTOR	1.00	Director	$0	$0	$0
LEWIS ZAJIC	DIRECTOR	1.00	Director	$0	$0	$0
JESSICA STURGEON	DIRECTOR	1.00	Director	$0	$0	$0
JOHNA MCGUIRE	EXECUTIVE DIRECTOR	25.00	Officer	$35,700	$0	$35,700

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	$290,211	$294,987	$331,237	$-4,776
2024	$299,909	$310,507	$336,871	$-10,598
2023	$342,217	$316,396	$366,589	$25,821
2022	$273,230	$295,673	$296,098	$-22,443
2021	$302,434	$303,333	$325,835	$-899
2020	$329,610	$309,380	$356,515	$20,230
2019	$315,313	$315,224	$335,512	$89

GREATER ENNIS UNITED WAY