UNITED WAY OF ALEXANDER COUNTY

EIN: 237167537 501(c)(3)

Taylorsville, NC

Total Revenue
$34,433
Total Expenses
$50,913
Total Assets
$35,255
Net Assets
$29,467
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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
1972
Legal Domicile
NC
Principal Officer
Tammy Dotson
Phone
8282342588
Tax Period
2020-01-01 to 2020-12-31

UNITED WAY OF ALEXANDER COUNTY, founded in 1972, is a micro nonprofit that reported $34K in total revenue in fiscal year 2020. Revenue fell 55% from the prior year — a significant decline worth monitoring. Expenses of $51K exceeded revenue, resulting in a 48% operating deficit.

Mission

Local United Way organization which coordinates contributions to member non-profit organizations. United Way of Alexander County is dedicated to increasing the organized capacity of people to care for 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%)

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Financial Overview (2020)

Revenue Breakdown

Contributions & Grants $34,413
Program Service Revenue $0
Investment Income $20
Other Revenue $0
TOTAL REVENUE $34,433

Expense Breakdown

Grants Paid $38,167
Salaries & Benefits $0
Fundraising Expenses $3,654
Program Expenses $42,975
Other Expenses $12,746
TOTAL EXPENSES $50,913

Year-over-Year Comparison

2020 2019 Change
Revenue $34,433 $77,184 -0.6%
Expenses $50,913 $60,233 -0.2%
Net Income $-16,480 $16,951 -2.0%
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

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Governance

Voting Members
3
Independent Members
3
Employees
N/A
Volunteers
3

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
3
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Macy Jones President 1
Officer
$0 $0 $0
Laura Jamison Secretary/Treasurer 1
Officer
$0 $0 $0
Dale Clary Board Member 1
Officer
$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
2020 $34,433 $50,913 $35,255 $-16,480
2019 $77,184 $60,233 $56,491 $16,951
2018 $81,514 $76,873 $39,665 $4,641
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