United Fund of Jackson County Inc

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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

1957

Legal Domicile

Tax Period

2022-01-01 to 2022-12-31

United Fund of Jackson County Inc, founded in 1957, is a micro nonprofit that reported $92K in total revenue in fiscal year 2022. The organization ran a surplus of $16K, a strong 17% operating margin.

Mission

This organization supports other local charitable organizations by providing funds to those organizations, so that they can better carry out their charitable purposes.

Program Service Accomplishments

Program 1

Expenses: $69,600

Funding of exempt organizations consisting of 16 local charitable organizations.

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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 (2022)

Revenue Breakdown

Contributions & Grants $91,354

Program Service Revenue $0

Investment Income $869

Other Revenue $0

TOTAL REVENUE $92,223

Expense Breakdown

Grants Paid $69,600

Salaries & Benefits $3,558

Fundraising Expenses $0

Program Expenses $69,600

Other Expenses $3,355

TOTAL EXPENSES $76,513

Year-over-Year Comparison

	2022	2021	Change
Revenue	$92,223	$86,087	+0.1%
Expenses	$76,513	$104,925	-0.3%
Net Income	$15,710	$-18,838	-1.8%

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Marsha Lewis	Director	0.00	Director	$0	$0	$0
Joe Wyant	Director	0.00	Director	$0	$0	$0
Betsey Fain	Director	0.00	Director	$0	$0	$0
Bill Lefever	Director	0.00	Director	$0	$0	$0
Jeff Bryant	Director	0.00	Director	$0	$0	$0
Debbie Canter	Director	0.00	Director	$0	$0	$0
Clayton Jones	Director	0.00	Director	$0	$0	$0
Patrick Ball	Director	0.00	Director	$0	$0	$0
Brian Moore	Director	0.00	Director	$0	$0	$0
John Pelletier	Director	0.00	Director	$0	$0	$0
Tim Jones	Directorr	0.00	Director	$0	$0	$0
Joyce McClurg	Director	0.00	Director	$0	$0	$0
Bob Teichman	Director	0.00	Director	$0	$0	$0
Terri Turner	Treasurer	1.00	Officer	$0	$0	$0
Rebecca Hughes	Secretary	1.00	Officer Highest	$0	$0	$0
Gary Clark	President	0.00	Officer	$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
2022	$92,223	$76,513	$266,185	$15,710
2021	$86,087	$104,925	$250,475	$-18,838
2020	$115,083	$115,082	$260,653	$1
2019	$175,071	$160,022	$260,652	$15,049
2018	$189,237	$165,986	$245,603	$23,251