Beaufort County United Way Inc (EIN 237128377) - 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

1961

Legal Domicile

Principal Officer

Charlotte-Anne Alexander

Phone

2529756209

Tax Period

2024-07-01 to 2025-06-30

Beaufort County United Way Inc, founded in 1961, is a small nonprofit that reported $242K in total revenue in fiscal year 2024. Revenue decreased 10% compared to the prior year.

Mission

To create solutions that improve lives by uniting people, resources and organizations, and to envision the communities of the Inner Banks region as a place where all generations come together to invest in one another.

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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 $194,051

Program Service Revenue $12,654

Investment Income $8,801

Other Revenue $26,026

TOTAL REVENUE $241,532

Expense Breakdown

Grants Paid $16,602

Salaries & Benefits $102,603

Fundraising Expenses $33,524

Program Expenses $192,955

Other Expenses $146,228

TOTAL EXPENSES $265,433

Year-over-Year Comparison

	2024	2023	Change
Revenue	$241,532	$268,356	-0.1%
Expenses	$265,433	$232,174	+0.1%
Net Income	$-23,901	$36,182	-1.7%

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
Susan Tidd	Executive Director	40.00		$54,600	$0	$54,600
Charlotte-Anne Alexander	President	1.00	Officer Director	$0	$0	$0
Danielle Swain	Vice President	1.00	Officer Director	$0	$0	$0
Holli Williamson	Secretary	1.00	Officer Director	$0	$0	$0
Tiffany Woodward	Treasurer	1.00	Officer Director	$0	$0	$0
Sherry Boone	Director	1.00	Director	$0	$0	$0
Bryant Buck	Director	0.25	Director	$0	$0	$0
Erin Cutler	Director	0.75	Director	$0	$0	$0
Victoria Bell Hamill	Director	0.25	Director	$0	$0	$0
Glenwood Horton	Director	0.25	Director	$0	$0	$0
John Jesso	Director	0.25	Director	$0	$0	$0
Brittany Joseph	Director	1.00	Director	$0	$0	$0
ReAnne Mayo	Director	0.25	Director	$0	$0	$0
Phil Rollinson	Director	0.75	Director	$0	$0	$0
Kelly Shanafelt	Director	0.50	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
2025	$241,532	$265,433	$358,979	$-23,901
2024	$268,356	$232,174	$383,634	$36,182
2023	$232,988	$185,363	$348,744	$47,625
2022	$197,398	$210,723	$277,768	$-13,325
2021	$249,816	$250,800	$291,777	$-984
2020	$277,538	$352,746	$292,739	$-75,208
2019	$299,588	$344,446	$367,947	$-44,858

Beaufort County United Way Inc