UNITED WAY OF ST MARY'S COUNTY MARYLAND INC (EIN 521219937) - 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

1980

Legal Domicile

Principal Officer

SUSIE FOWLER

Phone

3018625577

Tax Period

2020-01-01 to 2020-12-31

UNITED WAY OF ST MARY'S COUNTY MARYLAND INC, founded in 1980, is a small nonprofit that reported $103K in total revenue in fiscal year 2020. Revenue decreased 15% compared to the prior year.

Mission

TO RAISE FUNDS TO ALLOCATE TO PARTICIPATING MEMBERS AND OTHER DESIGNATED AGENCIES

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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 $102,899

Program Service Revenue $0

Investment Income $120

Other Revenue $0

TOTAL REVENUE $103,019

Expense Breakdown

Grants Paid $0

Salaries & Benefits $39,152

Fundraising Expenses $17,162

Program Expenses $75,684

Other Expenses $70,096

TOTAL EXPENSES $109,248

Year-over-Year Comparison

	2020	2019	Change
Revenue	$103,019	$121,150	-0.1%
Expenses	$109,248	$94,663	+0.2%
Net Income	$-6,229	$26,487	-1.2%

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

$36,346

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SUSAN LLOYD	EXECUTIVE DI	40.00	Officer	$36,346	$0	$36,346
EUGENE ALLEN	DIRECTOR	10.00	Director	$0	$0	$0
SUSIE FOWLER	PRESIDENT	20.00	Officer Director	$0	$0	$0
ANGELICA HARDEN	VICE PRESIDE	20.00	Officer Director	$0	$0	$0
GEORGE MATTINGLY	DIRECTOR	10.00	Director	$0	$0	$0
BOBBY STERLING	DIRECTOR	10.00	Director	$0	$0	$0
CHARLES WOOD	TREASURER	16.00	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
2020	$103,019	$109,248	$214,580	$-6,229
2019	$121,150	$94,663	$218,411	$26,487
2018	$125,994	$125,406	$200,193	$588

UNITED WAY OF ST MARY'S COUNTY MARYLAND INC