United Fund of Shelby Inc (EIN 341214807) - 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

1958

Legal Domicile

Principal Officer

Carrie Kemerer

Phone

4193423686

Tax Period

2023-01-01 to 2023-12-31

United Fund of Shelby Inc, founded in 1958, is a small nonprofit that reported $148K in total revenue in fiscal year 2023.

Mission

The organization's primary purpose is to raise funds in the community to assist charitable organizations in the community.

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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 $144,758

Program Service Revenue $0

Investment Income $2,849

Other Revenue $0

TOTAL REVENUE $147,607

Expense Breakdown

Grants Paid $146,095

Salaries & Benefits $0

Fundraising Expenses $3,065

Program Expenses $146,095

Other Expenses $6,699

TOTAL EXPENSES $152,794

Year-over-Year Comparison

	2023	2022	Change
Revenue	$147,607	$153,460	0.0%
Expenses	$152,794	$161,057	-0.1%
Net Income	$-5,187	$-7,597	-0.3%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Tim Tarvin	Director	1.00	Director	$0	$0	$0
Melanie Vero	Director	1.00	Director	$0	$0	$0
Tyler Korbas	Director	1.00	Director	$0	$0	$0
Rochelle Zuercher	Director	1.00	Director	$0	$0	$0
Frank Benham	Director	0.00	Director	$0	$0	$0
Joe Gies	President	1.00	Officer	$0	$0	$0
Theresa Roth	Vice President	1.00	Officer	$0	$0	$0
Carrie Kemerer	Treasurer	9.00	Officer	$0	$0	$0
Steve Curry	Secretary	1.00	Officer	$0	$0	$0
Linda Whited	Chairman	1.00	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
2024	No data	No data	No data	No data
2023	$147,607	$152,794	$294,531	$-5,187
2022	$153,460	$161,057	$292,707	$-7,597
2021	$157,693	$150,583	$294,803	$7,110
2020	$172,857	$171,393	$291,580	$1,464
2019	$154,827	$159,461	$285,730	$-4,634
2018	$145,560	$130,805	$267,677	$14,755

United Fund of Shelby Inc