UNITED WAY OF FULTON COUNTY (EIN 311574103) - 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

1997

Legal Domicile

Principal Officer

FORTIN CRAIG

Phone

4193379606

Tax Period

2023-01-01 to 2023-12-31

UNITED WAY OF FULTON COUNTY, founded in 1997, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $193K in total revenue in fiscal year 2023. Revenue decreased 20% compared to the prior year.

Mission

TO IMPROVE LIVES BY MOBILIZING THE CARING POWER OF COMMUNITIES.

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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 $191,689

Program Service Revenue $0

Investment Income $1,343

Other Revenue $0

TOTAL REVENUE $193,032

Expense Breakdown

Grants Paid $93,628

Salaries & Benefits $97,365

Fundraising Expenses $3,594

Program Expenses $163,168

Other Expenses $18,891

TOTAL EXPENSES $209,884

Year-over-Year Comparison

	2023	2022	Change
Revenue	$193,032	$239,984	-0.2%
Expenses	$209,884	$231,233	-0.1%
Net Income	$-16,852	$8,751	-2.9%

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

$63,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROSSMAN GINA	ADMINISTRATO	40.00	Officer	$63,000	$0	$63,000
FORTIN CRAIG	PRESIDENT	1.00	Officer Director	$0	$0	$0
SEFFERNICK DENNIS	TRUSTEE	1.00	Director	$0	$0	$0
BARNES ERIC	2ND VP	1.00	Officer Director	$0	$0	$0
WILTON FRANK	TRUSTEE	1.00	Director	$0	$0	$0
GILROY JENNIE	TRUSTEE	1.00	Director	$0	$0	$0
MCCULLOUGH JENNIFER	TRUSTEE	1.00	Director	$0	$0	$0
DOMINIQUE KARI	SECRETARY	1.00	Officer Director	$0	$0	$0
SNYDER KRISTY	1ST VP	1.00	Officer Director	$0	$0	$0
BLAIR SHARON	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
2024	No data	No data	No data	No data
2023	$193,032	$209,884	$136,380	$-16,852
2022	$239,984	$231,233	$155,661	$8,751
2021	$252,996	$231,346	$179,082	$21,650
2020	$331,105	$294,322	$148,701	$36,783
2019	$344,048	$353,887	$103,378	$-9,839
2018	$396,329	$382,910	$147,486	$13,419

UNITED WAY OF FULTON COUNTY