UNITED WAY OF BARTHOLOMEW COUNTY INC (EIN 351132860) - 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

1967

Legal Domicile

Principal Officer

MARK STEWART

Phone

8123763001

Tax Period

2023-01-01 to 2023-12-31

UNITED WAY OF BARTHOLOMEW COUNTY INC, founded in 1967, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $4.9M in total revenue in fiscal year 2023.

Mission

TO BE A CATALYST FOR LASTING POSITIVE CHANGE IN THE LIVES OF ALL PEOPLE WITHIN THE BARTHOLOMEW COUNTY 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 $4,876,998

Program Service Revenue $0

Investment Income $7,995

Other Revenue $0

TOTAL REVENUE $4,884,993

Expense Breakdown

Grants Paid $3,578,775

Salaries & Benefits $942,639

Fundraising Expenses $362,557

Program Expenses $4,322,579

Other Expenses $407,870

TOTAL EXPENSES $4,929,284

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,884,993	$4,564,082	+0.1%
Expenses	$4,929,284	$5,122,890	0.0%
Net Income	$-44,291	$-558,808	-0.9%

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

1034

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

$182,171

Total Directors

$182,171

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARK STEWART	PRESIDENT	40.00	Officer Director	$145,237	$36,934	$182,171
ASHLEY DIETER	DIRECTOR	5.00	Director	$0	$0	$0
BILL MAHONEY	DIRECTOR	5.00	Director	$0	$0	$0
BRITTANY DIEBOLDT	DIRECTOR	5.00	Director	$0	$0	$0
CHRIS PRICE	DIRECTOR	5.00	Director	$0	$0	$0
CRUZ BAISA	DIRECTOR	5.00	Director	$0	$0	$0
DAN SPURGEON	DIRECTOR	5.00	Director	$0	$0	$0
ELAINE WAGNER	DIRECTOR	5.00	Director	$0	$0	$0
FERNANDO HERNDON	DIRECTOR	5.00	Director	$0	$0	$0
HANNA OMAR	DIRECTOR	5.00	Director	$0	$0	$0
JANET PUTNEY	DIRECTOR	5.00	Director	$0	$0	$0
JEFF CROUSE	DIRECTOR	5.00	Director	$0	$0	$0
KILEY FOSTER	DIRECTOR	5.00	Director	$0	$0	$0
LAURA WENZLER	DIRECTOR	5.00	Director	$0	$0	$0
LISA PEIN	DIRECTOR	5.00	Director	$0	$0	$0
MARTY LASURE	DIRECTOR	5.00	Director	$0	$0	$0
PATRICK WOLF	DIRECTOR	5.00	Director	$0	$0	$0
RICK SILVERS	DIRECTOR	5.00	Director	$0	$0	$0
ROBIN GILL	DIRECTOR	5.00	Director	$0	$0	$0
SHIRELY TRAPP	DIRECTOR	5.00	Director	$0	$0	$0
STACEY BRUBAKER	DIRECTOR	5.00	Director	$0	$0	$0
STEVE FORSTER	DIRECTOR	5.00	Director	$0	$0	$0
KIM BENNETT	CHAIR	5.00	Officer Director	$0	$0	$0
GINGER LIRETTE	VICE CHAIR/SECRETARY/TREASURER	5.00	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	No data	No data	No data	No data
2023	$4,884,993	$4,929,284	$4,088,846	$-44,291
2022	$4,564,082	$5,122,890	$4,134,902	$-558,808
2021	$5,182,874	$5,324,011	$4,862,161	$-141,137
2020	$5,713,314	$5,727,543	$4,893,379	$-14,229
2019	$4,594,941	$4,608,641	$4,271,816	$-13,700
2018	$4,541,622	$4,635,357	$4,610,898	$-93,735

UNITED WAY OF BARTHOLOMEW COUNTY INC