THE UNITED WAY OF FRANKLIN COUNTY ASSOCIATION (EIN 237422474) - 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

2002

Legal Domicile

Principal Officer

LEIGH HANSON

Phone

7854182015

Tax Period

2023-01-01 to 2023-12-31

THE UNITED WAY OF FRANKLIN COUNTY ASSOCIATION, founded in 2002, is a micro nonprofit that reported $73K in total revenue in fiscal year 2023. Revenue decreased 16% compared to the prior year. Expenses of $84K exceeded revenue, resulting in a 14% operating deficit.

Mission

COLLECTION AND DISTRIBUTION OF FUNDS TO NON-PROFIT AGENCIES IN THE FRANKLIN COUNTY AREA.

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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 (2023)

Revenue Breakdown

Contributions & Grants $57,012

Program Service Revenue $0

Investment Income $84

Other Revenue $16,336

TOTAL REVENUE $73,432

Expense Breakdown

Grants Paid $39,000

Salaries & Benefits $36,975

Fundraising Expenses $0

Program Expenses $41,148

Other Expenses $7,932

TOTAL EXPENSES $83,907

Year-over-Year Comparison

	2023	2022	Change
Revenue	$73,432	$86,931	-0.2%
Expenses	$83,907	$108,180	-0.2%
Net Income	$-10,475	$-21,249	-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

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

$33,800

Total Directors

$33,800

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SARAH OAKLEAF	BOARD MEMBER	1.00	Director	$0	$0	$0
LINDSEY SYLVESTER	SECRETARY/TREASURER	1.00	Officer Director	$0	$0	$0
JAMIE FUENTES	BOARD MEMBER	1.00	Director	$0	$0	$0
PAOLA ALARCON	BOARD MEMBER	1.00	Director	$0	$0	$0
ERIN LAURIE	CHAIR	1.00	Officer Director	$0	$0	$0
LEIGH HANSON	DIRECTOR	30.00	Officer Director	$33,800	$0	$33,800
AMY LIVINGSTON	VICE CHAIR	1.00	Officer Director	$0	$0	$0
DREW REDING	BOARD MEMBER	1.00	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
2024	No data	No data	No data	No data
2023	$73,432	$83,907	$27,452	$-10,475
2022	$86,931	$108,180	$38,663	$-21,249
2021	$107,924	$106,888	$57,901	$1,036
2020	$146,796	$129,622	$51,726	$17,174
2019	$204,977	$211,018	$36,415	$-6,041
2018	$170,993	$228,689	$40,412	$-57,696

THE UNITED WAY OF FRANKLIN COUNTY ASSOCIATION