UNITED WAY CENTER OF BARTHOLOMEW COUNTY INC (EIN 264407840) - 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

2010

Legal Domicile

Principal Officer

ERIC HARTWELL

Phone

8123752214

Tax Period

2024-01-01 to 2024-12-31

UNITED WAY CENTER OF BARTHOLOMEW COUNTY INC, founded in 2010, is a micro nonprofit in the Human Services sector that reported $94K in total revenue in fiscal year 2024.

Mission

TO PROVIDE AFFORDABLE SPACE FOR SOCIAL SERVICE AGENCIES IN BARTHOLOMEW COUNTY TO CARRY OUT THEIR OPERATIONS, AS WELL AS PROVIDE SPACE FOR THE UNITED WAY OF BARTHOLOMEW COUNTY'S HEADQUARTERS.

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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 $0

Program Service Revenue $55,680

Investment Income $386

Other Revenue $-150,002

TOTAL REVENUE $-93,936

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $795,167

Other Expenses $0

TOTAL EXPENSES $0

Year-over-Year Comparison

	2024	2023	Change
Revenue	$-93,936	$-64,370	+0.5%
Expenses	N/A	N/A	N/A
Net Income	N/A	$-64,370	N/A

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

$64,655

Total Directors

$64,655

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ERIC HARTWELL	EXECUTIVE DIRECTOR	40.00	Officer Director	$52,599	$12,056	$64,655
PATRICK MCKINNEY	BOARD MEMBER	1.00	Director	$0	$0	$0
ROGER LANG	BOARD MEMBER	1.00	Director	$0	$0	$0
SCOTT BALLARD	BOARD MEMBER	1.00	Director	$0	$0	$0
TOM HINSHAW	BOARD MEMBER	1.00	Director	$0	$0	$0
STEVE FORSTER	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
KIM BENNETT	TREASURER	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	No data	No data	No data	No data
2024	$-93,936	No data	$3,939,807	No data
2023	$-64,370	No data	$4,083,933	No data
2022	$-214,490	No data	$4,192,724	No data
2021	$-178,661	No data	$4,453,557	No data
2020	$-109,146	No data	$4,680,728	No data
2019	$-185,637	No data	$4,834,939	No data
2018	$-119,987	No data	$5,058,244	No data

UNITED WAY CENTER OF BARTHOLOMEW COUNTY INC