United Way of Williamson County (EIN 237396732) - 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

1975

Legal Domicile

Phone

5122556799

Tax Period

2021-07-01 to 2021-12-31

United Way of Williamson County, founded in 1975, is a small nonprofit that reported $469K in total revenue in fiscal year 2021. Revenue fell 62% from the prior year — a significant decline worth monitoring. Expenses of $675K exceeded revenue, resulting in a 44% operating deficit.

Mission

United Way of Williamson County strives to be the leader in bringing people and resources together to achieve measurable and sustainable improvements in the quality of life in our community. (continued in Schedule O)

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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 (2021)

Revenue Breakdown

Contributions & Grants $468,248

Program Service Revenue $0

Investment Income $1,091

Other Revenue $0

TOTAL REVENUE $469,339

Expense Breakdown

Grants Paid $450,000

Salaries & Benefits $132,369

Fundraising Expenses $49,404

Program Expenses $604,201

Other Expenses $92,973

TOTAL EXPENSES $675,342

Year-over-Year Comparison

	2021	2020	Change
Revenue	$469,339	$1,243,163	-0.6%
Expenses	$675,342	$892,898	-0.2%
Net Income	$-206,003	$350,265	-1.6%

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

500

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

$84,522

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jennifer Byrd	Chair	2.4	Officer Director	$0	$0	$0
Jessica Pelache	Secretary	2.4	Officer Director	$0	$0	$0
Isaac Diaz	Treasurer	2.4	Officer Director	$0	$0	$0
Don Tracy	Board Member	1.2	Director	$0	$0	$0
Mark Brody	Board Member	1.2	Director	$0	$0	$0
Jim Howiz	Board Member	1.2	Director	$0	$0	$0
Stephanie Featherstone	Board Member	1.2	Director	$0	$0	$0
Mara Spak	Board Member	1.2	Director	$0	$0	$0
Henry Green	Board Member	1.2	Director	$0	$0	$0
Paul Phillips	Board Member	1.2	Director	$0	$0	$0
Isaac Turner	Board Member	1.2	Director	$0	$0	$0
Jay Fox	Board Member	1.2	Director	$0	$0	$0
Jodee O'Brien	CEO	40	Officer	$81,522	$3,000	$84,522

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
2021	$1,243,163	$892,898	$1,686,301	$350,265
2021	$469,339	$675,342	No data	$-206,003
2020	$1,071,864	$1,004,868	$1,434,536	$66,996
2019	$1,082,398	$1,225,833	$1,326,031	$-143,435

United Way of Williamson County