UNITED WAY OF PUTNAM COUNTY INC (EIN 356074100) - 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

SCOTT MONNETT

Phone

3179211277

Tax Period

2020-07-01 to 2021-06-30

UNITED WAY OF PUTNAM COUNTY INC, founded in 1967, is a micro nonprofit that reported $86K in total revenue in fiscal year 2020. Revenue fell 75% from the prior year — a significant decline worth monitoring. Expenses of $230K exceeded revenue, resulting in a 167% operating deficit.

Mission

CREATE AWARENESS OF HUMAN SERVICE NEEDS IN PUTNAM COUNTY, SOLICIT DONATIONS FROM INDIVIDUALS AND BUSINESSES TO MEET THESE NEEDS, COLLECT THESE FUNDS AND THEN DISTRIBUTE THEM TO THE SERVICE PROVIDERS OPERATING IN THE 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 (2020)

Revenue Breakdown

Contributions & Grants $87,764

Program Service Revenue $0

Investment Income $5,624

Other Revenue $-7,290

TOTAL REVENUE $86,098

Expense Breakdown

Grants Paid $151,633

Salaries & Benefits $35,017

Fundraising Expenses $29,101

Program Expenses $155,033

Other Expenses $43,082

TOTAL EXPENSES $229,732

Year-over-Year Comparison

	2020	2019	Change
Revenue	$86,098	$351,150	-0.8%
Expenses	$229,732	$162,780	+0.4%
Net Income	$-143,634	$188,370	-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
TYLER COX	SECRETARY	2.00	Officer Director	$0	$0	$0
SCOTT MONNETT	TREASURER	2.00	Officer Director	$0	$0	$0
JAMES E PRITCHARD	DIRECTOR	1.00	Director	$0	$0	$0
ABBI SAMPSON	DIRECTOR	1.00	Director	$0	$0	$0
HEATHER TAYLOR	PRESIDENT	2.00	Officer Director	$0	$0	$0
CATHY L TIPTON	DIRECTOR	1.00	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
2021	$86,098	$229,732	No data	$-143,634
2020	$351,150	$162,780	$710,799	$188,370
2019	$83,632	$81,233	$571,338	$2,399
2018	$169,388	$90,152	$583,549	$79,236

UNITED WAY OF PUTNAM COUNTY INC