United Way of Howard County Inc (EIN 350877579) - 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

1942

Legal Domicile

Phone

7654576691

Tax Period

2023-01-01 to 2023-12-31

United Way of Howard County Inc, founded in 1942, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.2M in total revenue in fiscal year 2023. The organization ran a surplus of $238K, a strong 20% operating margin.

Mission

To provide the leadership necessary to identify and respond effectively to the community's most pressing social needs through funding and advocacy, to organize and increase the capacity of people to care for one another.

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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 $978,297

Program Service Revenue $0

Investment Income $182,094

Other Revenue $776

TOTAL REVENUE $1,161,167

Expense Breakdown

Grants Paid $66,966

Salaries & Benefits $422,454

Fundraising Expenses $4,250

Program Expenses $750,062

Other Expenses $434,234

TOTAL EXPENSES $923,654

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,161,167	$1,202,923	0.0%
Expenses	$923,654	$1,271,934	-0.3%
Net Income	$237,513	$-69,011	-4.4%

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

325

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

$29,805

Total Directors

$29,805

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Dana Neer	CEO/President	40.0	Officer Director	$27,137	$2,668	$29,805
Karen Munsey	Secretary / Treasurer	2.0	Officer Director	$0	$0	$0
Rex Ambrose	Board Chair/President	5.0	Officer Director	$0	$0	$0
Alexandria Daniels-Durham	Director	1.0	Director	$0	$0	$0
Betsy Hoshaw	Director	1.0	Director	$0	$0	$0
Cathy Valcke	Director	1.0	Director	$0	$0	$0
Chris Smith	Director	1.0	Director	$0	$0	$0
Jessica Green	Director	1.0	Director	$0	$0	$0
Joe Hooper	Director	1.0	Director	$0	$0	$0
Julie Rethlake	Director	1.0	Director	$0	$0	$0
Kaleb Hollingsworth	Director	1.0	Director	$0	$0	$0
Kelly Goad	Director	1.0	Director	$0	$0	$0
Kevin Lechner	Director	1.0	Director	$0	$0	$0
Lewis Hall	Director	1.0	Director	$0	$0	$0
Lisa Washington	Director	1.0	Director	$0	$0	$0
Margie Johnson	Director	1.0	Director	$0	$0	$0
Melissa Domingues	Director	1.0	Director	$0	$0	$0
Michael Sargent	Director	1.0	Director	$0	$0	$0
Michelle Owens	Director	1.0	Director	$0	$0	$0
Tyler Moore	Director	1.0	Director	$0	$0	$0
Weed Widup	Director	1.0	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	$1,161,167	$923,654	$1,011,101	$237,513
2022	$1,202,923	$1,271,934	$748,294	$-69,011
2021	$1,531,498	$2,011,006	$722,162	$-479,508
2020	$1,651,494	$2,020,104	$1,318,148	$-368,610
2019	$1,614,230	$2,094,229	$1,527,085	$-479,999
2018	$1,173,134	$2,243,451	$1,820,452	$-1,070,317

United Way of Howard County Inc