United Way Of Stephens County Inc (EIN 237210483) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1954

Legal Domicile

Phone

5802553648

Tax Period

2024-07-01 to 2025-06-30

United Way Of Stephens County Inc, founded in 1954, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $273K in total revenue in fiscal year 2024. Revenue fell 38% from the prior year — a significant decline worth monitoring. Expenses of $319K exceeded revenue, resulting in a 17% operating deficit.

Mission

TO IMPROVE OUR COMMUNITY'S QUALITY OF LIFE BY UNITING RESOURCES IN SUPPORT OF PROGRAMS DEDICATED TO HELPING PEOPLE.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $248,028

Program Service Revenue $0

Investment Income $24,681

Other Revenue $0

TOTAL REVENUE $272,709

Expense Breakdown

Grants Paid $187,290

Salaries & Benefits $73,225

Fundraising Expenses $29,240

Program Expenses $191,088

Other Expenses $58,332

TOTAL EXPENSES $318,847

Year-over-Year Comparison

	2024	2023	Change
Revenue	$272,709	$441,066	-0.4%
Expenses	$318,847	$303,469	+0.1%
Net Income	$-46,138	$137,597	-1.3%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

120

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
FLOYD WININGER	President	0.00	Officer	$0	$0	$0
BRIAN KRISS	Vice President	0.00	Officer	$0	$0	$0
CAROLYN POLLOCK	Treasurer	0.00	Officer	$0	$0	$0
LESA HEFNER	Secretary	0.00	Officer	$0	$0	$0
LOGAN LASSLEY	CEO	40.00		$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	$272,709	$318,847	$547,806	$-46,138
2024	$441,066	$303,469	$1,032,014	$137,597
2023	$277,463	$328,832	$895,057	$-51,369
2022	$294,049	$312,351	$666,731	$-18,302
2021	$424,496	$342,436	$537,432	$82,060
2020	$409,259	$317,643	$553,727	$91,616
2018	$337,800	$275,999	$400,435	$61,801

United Way Of Stephens County Inc