UNITED WAY OF MARTIN COUNTY INC (EIN 237273540) - 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

1972

Legal Domicile

Principal Officer

CAROL HOUWAART-DIEZ

Phone

7722834800

Tax Period

2024-07-01 to 2025-06-30

UNITED WAY OF MARTIN COUNTY INC, founded in 1972, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $2.9M in total revenue in fiscal year 2024. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $2.5M left a modest 14% surplus.

Mission

THROUGH FUNDRAISING, VOLUNTEERISM, AND ADVOCACY, UNITED WAY BRINGS THE COMMUNITY TOGETHER TO LEVERAGE THE RESOURCES NEEDED TO TAKE ACTION ON HUMAN CARE NEEDS AND IMPROVE THE QUALITY OF LIFE FOR MARTIN COUNTY RESIDENTS.

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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 $2,774,046

Program Service Revenue $0

Investment Income $112,312

Other Revenue $8,911

TOTAL REVENUE $2,895,269

Expense Breakdown

Grants Paid $1,068,592

Salaries & Benefits $653,053

Fundraising Expenses $102,323

Program Expenses $2,097,199

Other Expenses $762,917

TOTAL EXPENSES $2,484,562

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,895,269	$2,633,168	+0.1%
Expenses	$2,484,562	$2,339,814	+0.1%
Net Income	$410,707	$293,354	+0.4%

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

625

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

$213,492

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICHAEL BORLAUG	CHAIR ELECT	2.00	Officer Director	$0	$0	$0
MARK ROBERTS	TREASURER	2.00	Officer Director	$0	$0	$0
BLAKE DAVIS	DIRECTOR	2.00	Director	$0	$0	$0
BRYAN GARNER	DIRECTOR	2.00	Director	$0	$0	$0
STEPHEN QUINTYNE	DIRECTOR	2.00	Director	$0	$0	$0
DEREK ORTADO	DIRECTOR	2.00	Director	$0	$0	$0
STEPHANIE QUIRANTES	DIRECTOR	2.00	Director	$0	$0	$0
GEOFF LIEBERMAN	IMMEDIATE PAST CHAIR	2.00	Officer Director	$0	$0	$0
NATALIE DESMANGLES	DIRECTOR	2.00	Director	$0	$0	$0
CHUCK SHAFFER	DIRECTOR	2.00	Director	$0	$0	$0
DAVID SARNO	DIRECTOR	2.00	Director	$0	$0	$0
TONY LAVARGNA	DIRECTOR	2.00	Director	$0	$0	$0
TARYN KRYZDA	DIRECTOR	2.00	Director	$0	$0	$0
AMY BOTTEGAL	CHAIR	2.00	Officer Director	$0	$0	$0
TAMARA MATTHEW	SECRETARY	2.00	Officer Director	$0	$0	$0
MARY ANNE CANNON	DIRECTOR	2.00	Director	$0	$0	$0
JENNIFER SALAS	DIRECTOR	2.00	Director	$0	$0	$0
MUFFIN ADAMIAK	DIRECTOR	2.00	Director	$0	$0	$0
RICHARD LOSARDO	DIRECTOR	2.00	Director	$0	$0	$0
MICHAEL MAINE	DIRECTOR	2.00	Director	$0	$0	$0
JOSH FERRARO	DIRECTOR	2.00	Director	$0	$0	$0
NIMESH PATEL	DIRECTOR	2.00	Director	$0	$0	$0
CAROL HOUWAART-DIEZ	PRESIDENT & CEO	46.00	Officer	$165,614	$47,878	$213,492

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	$2,895,269	$2,484,562	$3,593,262	$410,707
2024	No data	No data	No data	No data
2023	$2,644,319	$2,344,331	$2,865,408	$299,988
2022	$2,553,395	$2,654,091	$2,118,776	$-100,696
2021	$7,303,937	$7,024,159	$2,267,904	$279,778
2020	$2,680,869	$2,541,325	$2,103,065	$139,544
2019	$2,783,638	$2,767,445	$1,952,961	$16,193
2018	$2,915,687	$2,774,364	$2,000,869	$141,323

UNITED WAY OF MARTIN COUNTY INC