Person County United Fund Inc (EIN 237121137) - 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

1967

Legal Domicile

Tax Period

2018-07-01 to 2019-06-30

Person County United Fund Inc, founded in 1967, is a micro nonprofit that reported $76K in total revenue in fiscal year 2018. Revenue decreased 10% compared to the prior year. Expenses of $70K left a modest 8% surplus.

Mission

Person County United Fund, Inc., a local affiliate of United Way Worldwide, raises funds for allocation to local nonprofit agencies that meet the health, education and income needs of the community.

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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 (2018)

Revenue Breakdown

Contributions & Grants $75,582

Program Service Revenue $0

Investment Income $107

Other Revenue $0

TOTAL REVENUE $75,689

Expense Breakdown

Grants Paid $17,664

Salaries & Benefits $28,838

Fundraising Expenses $29,167

Program Expenses $33,058

Other Expenses $23,160

TOTAL EXPENSES $69,662

Year-over-Year Comparison

	2018	2017	Change
Revenue	$75,689	$83,731	-0.1%
Expenses	$69,662	$84,178	-0.2%
Net Income	$6,027	$-447	-14.5%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
Judy Bradsher	President	Officer Director	$0	$0	$0
Ann Garrard	Secretary	Officer Director	$0	$0	$0
Tim Chandler	Director	Director	$0	$0	$0
Peggy Davis	Treasurer	Officer Director	$0	$0	$0
Shelley Stone-Moyer	Director	Director	$0	$0	$0
Evan Walker	Director	Director	$0	$0	$0
Evan Walker	Director	Director	$0	$0	$0
Faye Daniel	Director	Director	$0	$0	$0
Barbara Arel	Vice President	Officer Director	$0	$0	$0
Sharon Slaughter	Director	Director	$0	$0	$0
Alicia Puryear	Director	Director	$0	$0	$0
David Ziolkowski	Director	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
2019	$75,689	$69,662	$90,935	$6,027
2018	$88,618	$89,065	$103,037	$-447

Person County United Fund Inc