UNITED WAY OF DAVIE COUNTY INC (EIN 237377664) - 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

1973

Legal Domicile

Principal Officer

GLORIA WOMMACK

Phone

3367510313

Tax Period

2022-01-01 to 2022-12-31

UNITED WAY OF DAVIE COUNTY INC, founded in 1973, is a small nonprofit that reported $112K in total revenue in fiscal year 2022. Revenue decreased 7% compared to the prior year. Expenses of $164K exceeded revenue, resulting in a 46% operating deficit.

Mission

THE MISSION OF THE UNITED WAY OF DAVIE COUNTY, INC.IS TO ADVANCE THE COMMON GOOD OF DAVIE COUNTY BY UNITING THE RESOURCES OF THE COMMUNITY TO IDENTIFY AND ADDRESS THE MOST PRESSING HUMAN 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 (2022)

Revenue Breakdown

Contributions & Grants $113,937

Program Service Revenue $0

Investment Income $-1,790

Other Revenue $0

TOTAL REVENUE $112,147

Expense Breakdown

Grants Paid $21,495

Salaries & Benefits $93,646

Fundraising Expenses $1,730

Program Expenses $159,467

Other Expenses $48,536

TOTAL EXPENSES $163,677

Year-over-Year Comparison

	2022	2021	Change
Revenue	$112,147	$120,070	-0.1%
Expenses	$163,677	$220,100	-0.3%
Net Income	$-51,530	$-100,030	-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

N/A

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
BRAD BLACKMON	DIRECTOR	N/A	Director	$0	$0	$0
CHELSEA FAVRE	DIRECTOR	N/A	Director	$0	$0	$0
LORI HAMILTON	VICE PRESIDE	N/A	Officer Director	$0	$0	$0
LISA HARTNESS	SECRETARY	N/A	Officer Director	$0	$0	$0
AMY HAYNES	DIRECTOR	N/A	Director	$0	$0	$0
JOESPH JOHNSON	DIRECTOR	N/A	Director	$0	$0	$0
COURTNEY MYERS	DIRECTOR	N/A	Director	$0	$0	$0
HALLEY PULLIAM	DIRECTOR	N/A	Director	$0	$0	$0
ADAM RIDENHOUR	DIRECTOR	N/A	Director	$0	$0	$0
KELLEY RYAN	DIRECTOR	N/A	Director	$0	$0	$0
JENNIFER STEVENSON	DIRECTOR	N/A	Director	$0	$0	$0
GLORIA WOMMACK	PRESIDENT	5.00	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
2022	$112,147	$163,677	$29,649	$-51,530
2021	$120,070	$220,100	$84,736	$-100,030
2020	$257,645	$279,743	$182,848	$-22,098
2020	$257,645	$279,743	$182,848	$-22,098
2019	$341,952	$339,521	$207,858	$2,431

UNITED WAY OF DAVIE COUNTY INC