United Way of Gibson County Inc (EIN 351418618) - 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

1979

Legal Domicile

Phone

8123866120

Tax Period

2024-02-01 to 2025-01-31

United Way of Gibson County Inc, founded in 1979, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $161K in total revenue in fiscal year 2024. Revenue grew 9% year-over-year, indicating healthy expansion. Expenses of $278K exceeded revenue, resulting in a 73% operating deficit.

Mission

The mission of the Organization is to provide visionary leadership, to assess community needs and assets, to mobilize and direct resources towards services which enhance the quality of life for the people living in this County.

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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 (2024)

Revenue Breakdown

Contributions & Grants $135,396

Program Service Revenue $430

Investment Income $20,260

Other Revenue $4,694

TOTAL REVENUE $160,780

Expense Breakdown

Grants Paid $84,671

Salaries & Benefits $94,682

Fundraising Expenses $19,576

Program Expenses $214,331

Other Expenses $98,673

TOTAL EXPENSES $278,026

Year-over-Year Comparison

	2024	2023	Change
Revenue	$160,780	$148,088	+0.1%
Expenses	$278,026	$279,302	0.0%
Net Income	$-117,246	$-131,214	-0.1%

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

272

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
Jamie K Schafer	Executive Director	40.00		$64,020	$0	$64,020
Roy Blair	Director	0.50	Director	$0	$0	$0
Shanon DeLong	Secretary	0.50	Officer Director	$0	$0	$0
Tyler Brengman	Vice President	0.50	Officer Director	$0	$0	$0
Dana Ledford	Treasurer	0.50	Officer Director	$0	$0	$0
Mike Brewster	Director	0.50	Director	$0	$0	$0
Mindy Brines	Director	0.50	Director	$0	$0	$0
Lois Morgan	Director	0.50	Director	$0	$0	$0
Matt Monroe	President	0.50	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	$160,780	$278,026	$534,960	$-117,246
2024	$148,088	$279,302	$643,744	$-131,214
2023	$150,770	$266,625	$777,749	$-115,855
2022	$199,567	$262,624	$894,721	$-63,057
2021	$127,192	$290,474	$970,717	$-163,282
2020	$181,279	$388,669	$1,130,895	$-207,390
2019	$232,191	$392,204	$1,354,352	$-160,013

United Way of Gibson County Inc