MONROE COUNTY UNITED WAY FUND INC (EIN 237433635) - 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

Phone

4233377690

Tax Period

2024-01-01 to 2024-12-31

MONROE COUNTY UNITED WAY FUND INC, founded in 1974, is a small nonprofit that reported $251K in total revenue in fiscal year 2024. Revenue fell 35% from the prior year — a significant decline worth monitoring.

Mission

WE HELP PEOPLE BY RAISING FUNDS AND SUPPORTING PROGRAMS THAT PROVIDE OPPORTUNITY AND CREATE LASTING CHANGE IN OUR COMMUNITY. UNITED WAY OF MONROE COUNTY FIGHTS TO ENSURE A GOOD LIFE FOR ALL BY FUNDING PROGRAMS THAT FOCUS IN HEALTH, EDUCATION, AND FINANCIAL STABILITY.

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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 $247,322

Program Service Revenue $0

Investment Income $3,365

Other Revenue $-31

TOTAL REVENUE $250,656

Expense Breakdown

Grants Paid $118,074

Salaries & Benefits $65,053

Fundraising Expenses $34,901

Program Expenses $167,028

Other Expenses $48,888

TOTAL EXPENSES $248,277

Year-over-Year Comparison

	2024	2023	Change
Revenue	$250,656	$387,107	-0.4%
Expenses	$248,277	$211,371	+0.2%
Net Income	$2,379	$175,736	-1.0%

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

$64,188

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CAYLEN MATOY	DIRECTOR	40.00	Director Highest	$49,433	$1,529	$50,962
STACY MCWILLIAMS	OFFICE MANAGER	25.00	Director	$12,829	$397	$13,226
CHARLES RIDENOUR	VICE CHAIRMAN	1.00	Officer Director	$0	$0	$0
MIKE WEBB	DIRECTOR	2.00	Director	$0	$0	$0
PATSY CARSON	SECRETARY	1.00	Officer Director	$0	$0	$0
BRIAN GIANNASIO	DIRECTOR	1.00	Director	$0	$0	$0
SHERRI MCCRARY	DIRECTOR	1.00	Director	$0	$0	$0
TIM MOREE	CHAIRMAN	2.00	Officer Director	$0	$0	$0
CARL NOBEL	DIRECTOR	1.00	Director	$0	$0	$0
JOE MARLETTE	TREASURER	2.00	Officer Director	$0	$0	$0
DJ SEILER	DIRECTOR	1.00	Director	$0	$0	$0
ALEXIS SAM	DIRECTOR	1.00	Director	$0	$0	$0
KARI HALL	DIRECTOR	1.00	Director	$0	$0	$0
DENNIS SHARP	DIRECTOR	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	$250,656	$248,277	$415,625	$2,379
2023	$387,107	$211,371	$409,761	$175,736
2022	$208,085	$186,748	$314,744	$21,337
2021	$280,623	$200,712	$320,291	$79,911
2020	$240,768	$249,003	$247,159	$-8,235
2019	$249,295	$293,422	$362,065	$-44,127
2019	$226,701	$293,422	$332,158	$-66,721
2018	$255,765	$293,973	$398,519	$-38,208

MONROE COUNTY UNITED WAY FUND INC