United Way of Greater Hartsville (EIN 237125629) - 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

1959

Legal Domicile

Principal Officer

Joann DeLong

Phone

8432064303

Tax Period

2025-01-01 to 2025-12-31

United Way of Greater Hartsville, founded in 1959, is a small nonprofit that reported $413K in total revenue in fiscal year 2025. Revenue surged 116% from the prior year, signaling strong growth momentum. Expenses of $357K left a modest 14% surplus.

Mission

Agency support and services.

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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 (2025)

Revenue Breakdown

Contributions & Grants $404,734

Program Service Revenue $0

Investment Income $8,669

Other Revenue $0

TOTAL REVENUE $413,403

Expense Breakdown

Grants Paid $10,500

Salaries & Benefits $143,243

Fundraising Expenses $13,589

Program Expenses $311,167

Other Expenses $203,592

TOTAL EXPENSES $357,335

Year-over-Year Comparison

	2025	2024	Change
Revenue	$413,403	$191,620	+1.2%
Expenses	$357,335	$155,711	+1.3%
Net Income	$56,068	$35,909	+0.6%

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

$75,582

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Brandon Beasley	Chairman	1.00	Officer	$0	$0	$0
Lauren Baker	Treasurer	1.00	Officer	$0	$0	$0
Keith Chafin	Vice Chairperson	1.00	Officer	$0	$0	$0
Roger Buckley	Director	1.00	Director	$0	$0	$0
Joseph Bittle	Director	1.00	Director	$0	$0	$0
Shannon Flowers	Director	1.00	Director	$0	$0	$0
Leigh Anne Kelley	Director	1.00	Director	$0	$0	$0
Joann DeLong	Executive Director	40.00	Director	$75,582	$0	$75,582

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	$413,403	$357,335	$744,390	$56,068
2024	$313,721	$280,322	$575,502	$33,399
2023	$293,846	$274,769	$591,622	$19,077
2022	$287,982	$340,646	$610,888	$-52,664
2021	$311,278	$237,091	$654,230	$74,187
2020	$317,645	$279,921	$562,074	$37,724
2018	$348,048	$304,583	$582,686	$43,465

United Way of Greater Hartsville