UNITED WAY OF QUEEN ANNE'S COUNTY MARYLAND INC (EIN 521647760) - 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

1989

Legal Domicile

Principal Officer

SCOTT SURGUY

Phone

4106436288

Tax Period

2024-07-01 to 2025-06-30

UNITED WAY OF QUEEN ANNE'S COUNTY MARYLAND INC, founded in 1989, is a micro nonprofit that reported $83K in total revenue in fiscal year 2024. Expenses of $93K exceeded revenue, resulting in a 12% operating deficit.

Mission

MOBILIZED COMMUNITY TO PROVIDE OPPORTUNITIES, ADDRESS VITAL ISSUES, AND IMPROVE LIVES THROUGH RAISING AND ALLOCATING FUNDS TO SEVERAL LOCAL ORGANIZATIONS.

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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 $64,719

Program Service Revenue $0

Investment Income $1,406

Other Revenue $17,038

TOTAL REVENUE $83,163

Expense Breakdown

Grants Paid $72,571

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $79,490

Other Expenses $20,422

TOTAL EXPENSES $92,993

Year-over-Year Comparison

	2024	2023	Change
Revenue	$83,163	$79,584	+0.0%
Expenses	$92,993	$67,630	+0.4%
Net Income	$-9,830	$11,954	-1.8%

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

N/A

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

$5,500

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JENNY GRIFFIN	EXECUTIVE DI	4.00	Director	$5,500	$0	$5,500
SCOTT SURGUY	PRESIDENT	2.00	Officer Director	$0	$0	$0
CRYSTAL RICHARD	DIRECTOR	2.00	Director	$0	$0	$0
KELLY HUBER	SECRETARY	2.00	Officer Director	$0	$0	$0
KERRY NAGLE	DIRECTOR	2.00	Director	$0	$0	$0
MELISSA ROCHESTER	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
CARRIE COMEGYS	DIRECTOR	2.00	Director	$0	$0	$0
KAREN PULLIAM	TREASURER	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
2025	$83,163	$92,993	$77,251	$-9,830
2024	$79,584	$67,630	$87,081	$11,954
2023	$63,009	$74,591	$75,126	$-11,582
2022	$65,587	$65,299	$86,533	$288
2021	$53,808	$51,532	$86,245	$2,276
2020	$78,578	$74,311	$83,839	$4,267
2019	$69,181	$59,502	$78,072	$9,679

UNITED WAY OF QUEEN ANNE'S COUNTY MARYLAND INC