UNITED WAY OF FORSYTH COUNTY INC (EIN 237357234) - 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

1974

Legal Domicile

Principal Officer

ANTONIA MONK RICHBURG

Phone

3367233601

Tax Period

2024-07-01 to 2025-06-30

UNITED WAY OF FORSYTH COUNTY INC, founded in 1974, is a community nonprofit that reported $9.6M in total revenue in fiscal year 2024. Expenses of $10.8M exceeded revenue, resulting in a 12% operating deficit.

Mission

UNITING THE COMMUNITY TO BRING TOGETHER RESOURCES TO IDENTIFY AND ADDRESS OUR COMMUNITY'S NEEDS.

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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 $9,544,834

Program Service Revenue $50,436

Investment Income $11,752

Other Revenue $-19,290

TOTAL REVENUE $9,587,732

Expense Breakdown

Grants Paid $2,990,891

Salaries & Benefits $2,869,385

Fundraising Expenses $1,041,761

Program Expenses $8,792,342

Other Expenses $4,903,429

TOTAL EXPENSES $10,763,705

Year-over-Year Comparison

	2024	2023	Change
Revenue	$9,587,732	$9,278,837	+0.0%
Expenses	$10,763,705	$11,721,761	-0.1%
Net Income	$-1,175,973	$-2,442,924	-0.5%

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

2279

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

$819,933

Total Directors

$271,837

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANTONIA MONK RICHBURG	PRESIDENT &	50.00	Officer Director	$236,218	$35,619	$271,837
BILL STONE	CFO	50.00	Officer	$170,459	$34,323	$204,782
STEPHEN SILLS END OCTOBER	CHIEF IMPACT	50.00	Officer	$131,399	$13,856	$145,255
RODD SMITH	CHIEF IMPACT	50.00	Officer	$92,329	$11,060	$103,389
JENNIFER GIPP	CHIEF DEV. O	50.00	Officer	$79,904	$14,766	$94,670
ALVIN ARMSTEAD	BOARD MEMBER	1.00	Director	$0	$0	$0
OWEN BUSSEY	BOARD MEMBER	1.00	Director	$0	$0	$0
JASON BRAGG	BOARD MEMBER	1.00	Director	$0	$0	$0
GOLDIE BYRD	BOARD MEMBER	1.00	Director	$0	$0	$0
CHRISTA BURGER	BOARD MEMBER	1.00	Director	$0	$0	$0
JILL FREEMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
KITRINKA HARISTON	BOARD MEMBER	1.00	Director	$0	$0	$0
JAMES HARNER	BOARD MEMBER	1.00	Director	$0	$0	$0
DENISE HARTSFIELD	BOARD MEMBER	1.00	Director	$0	$0	$0
VICTOR ISLER	BOARD MEMBER	1.00	Director	$0	$0	$0
COURTNEY JAMES	BOARD MEMBER	1.00	Director	$0	$0	$0
BOBBY KIMBROUGH JR	BOARD MEMBER	1.00	Director	$0	$0	$0
VICKIE LENTS	BOARD MEMBER	1.00	Director	$0	$0	$0
CHERYL LINDSAY	BOARD MEMBER	1.00	Director	$0	$0	$0
VALERIE MRAS	BOARD MEMBER	1.00	Director	$0	$0	$0
EMILY NEESE	BOARD MEMBER	1.00	Director	$0	$0	$0
PAM OLIVER	BOARD MEMBER	1.00	Director	$0	$0	$0
REID PALMER	BOARD MEMBER	1.00	Director	$0	$0	$0
OSCAR SANTOS	BOARD MEMBER	1.00	Director	$0	$0	$0
BEN SHOESMITH	BOARD MEMBER	1.00	Director	$0	$0	$0
JEFFREY SKINNER	BOARD MEMBER	1.00	Director	$0	$0	$0
JANET SPRIGGS	BOARD MEMBER	1.00	Director	$0	$0	$0
KEITH VAUGHN	BOARD MEMBER	1.00	Director	$0	$0	$0
WILSON WEAVER	BOARD MEMBER	1.00	Director	$0	$0	$0
DAVID WHARTON	BOARD MEMBER	1.00	Director	$0	$0	$0
ANGEL WRIGHT LANIER	BOARD MEMBER	1.00	Director	$0	$0	$0
DAVID BARKSDALE	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
WILLIAM LEWIS	EQUITY CHAIR	1.00	Officer Director	$0	$0	$0
MICHELE GILLESPIE	CHAIR OF NOM	1.00	Officer Director	$0	$0	$0
MARTHA LOGEMANN	TREASURER	1.00	Officer Director	$0	$0	$0
KIMBERLY FRITZ TANNER	SECRETARY	1.00	Officer 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	$9,587,732	$10,763,705	$5,251,918	$-1,175,973
2024	$9,278,837	$11,721,761	$5,898,679	$-2,442,924
2023	$11,136,564	$11,767,204	$6,356,797	$-630,640
2022	$13,512,937	$14,065,128	$7,740,159	$-552,191
2021	$14,080,134	$13,939,879	$7,976,756	$140,255

UNITED WAY OF FORSYTH COUNTY INC