UNITED WAY OF JASPER COUNTY (EIN 426089510) - 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

1965

Legal Domicile

Phone

6417921684

Tax Period

2024-04-01 to 2025-03-31

UNITED WAY OF JASPER COUNTY, founded in 1965, is a small nonprofit that reported $488K in total revenue in fiscal year 2024. Revenue surged 42% from the prior year, signaling strong growth momentum. The organization ran a surplus of $171K, a strong 35% operating margin.

Mission

THE UNITED WAY OF JASPER COUNTY CONDUCTS A COUNTY-WIDE CAMPAIGN WITH THE INTENT OF RAISING FUNDS FOR HEALTH AND HUMAN SERVICE PROGRAMS OPERATING WITHING THE COUNTY. THE CAMPAIGN SPECIFICALLY TARGETS VARIOUS SEGMENTS OF THE POPULATION THROUGH DIRECT MAIL, PHONE CALLS, PRESENTATIONS TO COMPANIES AND OTHER GROUPS AND ONE ON ONE MEETINGS WITH DONORS. SPECIAL ONE-TIME FUND RAISING EVENT OCCUR AS WELL.

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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 $471,099

Program Service Revenue $0

Investment Income $17,058

Other Revenue $0

TOTAL REVENUE $488,157

Expense Breakdown

Grants Paid $195,000

Salaries & Benefits $68,325

Fundraising Expenses $65,567

Program Expenses $210,377

Other Expenses $53,745

TOTAL EXPENSES $317,070

Year-over-Year Comparison

	2024	2023	Change
Revenue	$488,157	$344,065	+0.4%
Expenses	$317,070	$312,292	+0.0%
Net Income	$171,087	$31,773	+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

N/A

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
REGGIE COLLETTE	Trustee	1.00	Officer Director	$0	$0	$0
BRAD MAGG	Trustee	1.00	Officer Director	$0	$0	$0
MEGAN MEYER	Past President	1.00	Officer Director	$0	$0	$0
SARAH JORGES	Vice President	1.00	Officer Director	$0	$0	$0
DEBBY PENCE	President	1.00	Officer Director	$0	$0	$0
DESIREE CAMERON	Treasurer	1.00	Officer Director	$0	$0	$0
MINDY NOEL	Trustee	1.00	Director	$0	$0	$0
LAUREN PRIME	Trustee	1.00	Director	$0	$0	$0
NICKI BERRY	Trustee	1.00	Director	$0	$0	$0
ALEX MODLIN	Trustee	1.00	Director	$0	$0	$0
CAROL SWIFT	Secretary	1.00	Officer Director	$0	$0	$0
KELLY SORENSON	Trustee	1.00	Director	$0	$0	$0
JESSICA LOWE VOKES	Executive Direc	40.00	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	$488,157	$317,070	$820,128	$171,087
2024	$344,065	$312,292	$649,013	$31,773
2023	$327,725	$357,211	$617,073	$-29,486
2022	$335,097	$329,552	$646,762	$5,545
2021	$306,155	$322,885	$641,090	$-16,730
2020	$382,023	$369,898	$580,922	$12,125
2019	$349,757	$344,866	$597,263	$4,891
2018	$310,992	$322,674	$590,603	$-11,682

UNITED WAY OF JASPER COUNTY