UNITED FUND OF TALBOT COUNTY INC (EIN 526056332) - 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

1955

Legal Domicile

Phone

4108221957

Tax Period

2018-07-01 to 2019-06-30

UNITED FUND OF TALBOT COUNTY INC, founded in 1955, is a small nonprofit that reported $287K in total revenue in fiscal year 2018. Revenue decreased 11% compared to the prior year.

Mission

To stimulate the interests and coordinate the participation of the citizens of Talbot County on behalf of worthy educational, recreational, health, character building and human services organizations. To solicit and receive contributions for participating agencies, and to allocate and distribute to participating agencies the funds raised.

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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 (2018)

Revenue Breakdown

Contributions & Grants $266,747

Program Service Revenue $0

Investment Income $20,128

Other Revenue $0

TOTAL REVENUE $286,875

Expense Breakdown

Grants Paid $191,970

Salaries & Benefits $63,740

Fundraising Expenses $13,029

Program Expenses $191,970

Other Expenses $27,992

TOTAL EXPENSES $283,702

Year-over-Year Comparison

	2018	2017	Change
Revenue	$286,875	$322,789	-0.1%
Expenses	$283,702	$294,544	0.0%
Net Income	$3,173	$28,245	-0.9%

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

$55,776

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOSEPH ANTHONY	Treasurer	0.50	Officer Director	$0	$0	$0
ZULEIKA GHODSI	Director	0.50	Director	$0	$0	$0
GLENN KLAKRING	Director	0.50	Director	$0	$0	$0
RON LEE	Director	0.50	Director	$0	$0	$0
JAMES M VERMILYE	Director	0.50	Director	$0	$0	$0
LESLIE STEVENSON	Secretary	0.50	Officer Director	$0	$0	$0
ANN JACOBS	Executive Dir.	40.00	Officer	$55,776	$0	$55,776

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
2019	$286,875	$283,702	No data	$3,173

UNITED FUND OF TALBOT COUNTY INC