CALLAWAY COUNTY UNITED WAY (EIN 430725794) - 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

1976

Legal Domicile

Principal Officer

JAQUELYN BRAZAS

Phone

5736420536

Tax Period

2024-01-01 to 2024-12-31

CALLAWAY COUNTY UNITED WAY, founded in 1976, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $198K in total revenue in fiscal year 2024. Revenue grew 18% year-over-year, indicating healthy expansion. Expenses of $169K left a modest 15% surplus.

Mission

THE MISSION OF THE CALLAWAY COUNTY UNITED WAY IS TO IMPROVE THE QUALITY OF LIFE FOR ALL OF THE PEOPLE OF CALLAWAY 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 $197,071

Program Service Revenue $0

Investment Income $1,139

Other Revenue $0

TOTAL REVENUE $198,210

Expense Breakdown

Grants Paid $101,212

Salaries & Benefits $43,051

Fundraising Expenses $0

Program Expenses $101,212

Other Expenses $24,314

TOTAL EXPENSES $168,577

Year-over-Year Comparison

	2024	2023	Change
Revenue	$198,210	$168,225	+0.2%
Expenses	$168,577	$147,247	+0.1%
Net Income	$29,633	$20,978	+0.4%

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

Employees

Volunteers

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

$39,991

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LAURA D BURG	EXECUTIVE DIRECTOR	40.00	Officer	$39,991	$0	$39,991
BRIAN HUGHES	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
JACQUE BRAZAS	PRESIDENT	1.00	Officer Director	$0	$0	$0
KELLY TRIGG	TREASURER	1.00	Officer Director	$0	$0	$0
LEAH LARAMORE	SECRETARY	1.00	Officer Director	$0	$0	$0
GLENN HARRIS	BOARD MEMBER	1.00	Director	$0	$0	$0
STEVE MALLINCKRODT	BOARD MEMBER	1.00	Director	$0	$0	$0
RUSSELL SING	BOARD MEMBER	1.00	Director	$0	$0	$0
CLAY CAROLL	BOARD MEMBER	1.00	Director	$0	$0	$0
ROB BARNES	BOARD MEMBER	1.00	Director	$0	$0	$0
KASI LACEY	BOARD MEMBER	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
2024	$198,210	$168,577	$154,686	$29,633
2023	$168,225	$147,247	$65,488	$20,978
2021	$211,084	$234,382	$293,022	$-23,298
2020	$204,814	$238,023	$324,901	$-33,209
2019	$296,640	$252,025	$361,943	$44,615
2018	$285,152	$238,748	$321,446	$46,404

CALLAWAY COUNTY UNITED WAY