UNITED WAY OF ATHENS-LIMESTONE COUNTY (EIN 510187947) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1958

Legal Domicile

Principal Officer

KAYE MCFARLEN

Phone

2562332323

Tax Period

2023-10-01 to 2024-09-30

United Way of Athens-Limestone County I, founded in 1958, is a small nonprofit that reported $452K in total revenue in fiscal year 2017. Revenue grew 18% year-over-year, indicating healthy expansion. Expenses of $429K left a modest 5% surplus.

Mission

TO FUND CHARITABLE ORGANIZATIONS

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $388,919

Program Service Revenue $0

Investment Income $2,625

Other Revenue $2,398

TOTAL REVENUE $393,942

Expense Breakdown

Grants Paid $183,547

Salaries & Benefits $109,991

Fundraising Expenses $60,804

Program Expenses $271,912

Other Expenses $80,062

TOTAL EXPENSES $373,600

Year-over-Year Comparison

	2023	2022	Change
Revenue	$393,942	$351,837	+0.1%
Expenses	$373,600	$359,264	+0.0%
Net Income	$20,342	$-7,427	-3.7%

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
BETHANY SHOCKNEY	DIRECTOR	0.50	Director	$0	$0	$0
ANNETTE BARNES	DIRECTOR	0.50	Director	$0	$0	$0
KIMBERLY BELL	PRESIDENT	0.50	Officer Director	$0	$0	$0
DENVER BETTS	VICE PRESIDENT	0.50	Director	$0	$0	$0
KAY BURLINGAME	DIRECTOR	0.50	Director	$0	$0	$0
WESLEY HARRIS	DIRECTOR	0.50	Director	$0	$0	$0
DANA HENRY	VICE PRESIDENT	0.50	Director	$0	$0	$0
JOHN HUBBS	DIRECTOR	0.50	Director	$0	$0	$0
KURT LEOPARD	DIRECTOR	0.50	Director	$0	$0	$0
BRAD LEWIS	DIRECTOR	0.50	Director	$0	$0	$0
KADAIJA MADDEN	TREASURER	0.50	Director	$0	$0	$0
RANDALL MOORE	DIRECTOR	0.50	Director	$0	$0	$0
BETH PATTON	DIRECTOR	0.50	Director	$0	$0	$0
SUSAN RIDDLE	DIRECTOR	0.50	Director	$0	$0	$0
CHRIS LATHAM BROWN	DIRECTOR	0.50	Director	$0	$0	$0
CARNETTE JOHNSON	DIRECTOR	0.50	Director	$0	$0	$0
BROOKE PETTUS	DIRECTOR	0.50	Director	$0	$0	$0
ALLISON USERY	DIRECTOR	0.50	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	$393,942	$373,600	$216,099	$20,342
2023	$351,837	$359,264	$199,493	$-7,427
2022	$413,321	$400,263	$203,793	$13,058
2021	$381,698	$425,175	$192,496	$-43,477
2020	$398,970	$319,668	$243,546	$79,302
2019	$300,396	$332,406	$222,938	$-32,010
2018	$451,503	$429,415	$238,845	$22,088

UNITED WAY OF ATHENS-LIMESTONE COUNTY