UNITED WAY OF JACKSON COUNTY (EIN 381368341) - 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

1934

Legal Domicile

Principal Officer

KENNETH TOLL

Tax Period

2021-07-01 to 2022-03-31

UNITED WAY OF JACKSON COUNTY, founded in 1934, is a mid-sized nonprofit that reported $10.7M in total revenue in fiscal year 2021. Revenue surged 28% from the prior year, signaling strong growth momentum. The organization ran a surplus of $3.4M, a strong 32% operating margin.

Mission

UNITED WAY OF JACKSON COUNTY (UWJC) IS DEDICATED TO CREATING A COMMUNITY RICH IN OPPORTUNITIES TO ELIMINATE POVERTY AND ALLOW ALL PEOPLE TO ACHIEVE FINANCIAL STABILITY AND SUCCESS. THIS EMPHASIS ON FINANCIAL STABILITY INCLUDES MEETING IMMEDIATE NEEDS.

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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 (2021)

Revenue Breakdown

Contributions & Grants $10,544,407

Program Service Revenue $0

Investment Income $7,982

Other Revenue $164,167

TOTAL REVENUE $10,716,556

Expense Breakdown

Grants Paid $6,330,641

Salaries & Benefits $607,348

Fundraising Expenses $184,667

Program Expenses $6,931,429

Other Expenses $390,760

TOTAL EXPENSES $7,328,749

Year-over-Year Comparison

	2021	2020	Change
Revenue	$10,716,556	$8,378,130	+0.3%
Expenses	$7,328,749	$8,180,223	-0.1%
Net Income	$3,387,807	$197,907	+16.1%

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

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

$124,587

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KENNETH TOLL	EXECUTIVE DIRECTOR	40.00	Officer	$124,587	$0	$124,587
MITCHELL WIESBROD	DIRECTOR	2.00	Director	$0	$0	$0
BRENDON BEER	DIRECTOR	2.00	Director	$0	$0	$0
MAUREEN KEENE	DIRECTOR	2.00	Director	$0	$0	$0
CHERYL RAGLAND	DIRECTOR	2.00	Director	$0	$0	$0
BRIAN FREYSINGER	DIRECTOR	2.00	Director	$0	$0	$0
JEREMY PATTERSON	DIRECTOR	2.00	Director	$0	$0	$0
MELISSA CALLISON	DIRECTOR	2.00	Director	$0	$0	$0
DOUG SCOTT	DIRECTOR	2.00	Director	$0	$0	$0
SHALANDA HUNT	DIRECTOR	2.00	Director	$0	$0	$0
CASSANDRA WATSON	DIRECTOR	2.00	Director	$0	$0	$0
JAMES JOHNSON JR	VICE CHAIR	2.00	Officer Director	$0	$0	$0
TED YKIMOFF	CHAIR	2.00	Officer Director	$0	$0	$0
JAMES BONGIRNO	TREASURER	2.00	Officer Director	$0	$0	$0
CONNOR WOODS	SECRETARY	2.00	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
2022	$10,716,556	$7,328,749	No data	$3,387,807
2021	$8,378,130	$8,180,223	$6,910,684	$197,907
2020	$9,640,442	$9,579,174	$5,053,262	$61,268
2019	$11,144,886	$11,076,486	$5,284,183	$68,400
2018	$8,698,133	$8,742,867	$4,839,098	$-44,734

UNITED WAY OF JACKSON COUNTY