UNITED WAY OF ROCKBRIDGE INC (EIN 540506318) - 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

1950

Legal Domicile

Principal Officer

SARAH HUGG CENTORINO

Phone

5404634482

Tax Period

2023-01-01 to 2023-12-31

UNITED WAY OF ROCKBRIDGE INC, founded in 1950, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $278K in total revenue in fiscal year 2018. Expenses of $320K exceeded revenue, resulting in a 15% operating deficit.

Mission

GRANT ASSISTANCE TO HUMAN SERVICE PROGRAMS IN ROCKBRIDGE COUNTY, VIRGINIA

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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 $160,572

Program Service Revenue $0

Investment Income $27,728

Other Revenue $2,080

TOTAL REVENUE $190,380

Expense Breakdown

Grants Paid $195,828

Salaries & Benefits $40,907

Fundraising Expenses $8,796

Program Expenses $217,449

Other Expenses $33,119

TOTAL EXPENSES $269,854

Year-over-Year Comparison

	2023	2022	Change
Revenue	$190,380	$166,983	+0.1%
Expenses	$269,854	$292,884	-0.1%
Net Income	$-79,474	$-125,901	-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

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

$38,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SARAH HUGG CENTORINO	PRESIDENT	0.00	Officer Director	$0	$0	$0
FRANK SETTLE	VICE PRESIDENT	0.00	Officer Director	$0	$0	$0
CHRISTIAN WORTH	SECRETARY	0.00	Officer Director	$0	$0	$0
MIKE SMITKA	TREASURER	0.00	Officer Director	$0	$0	$0
MALCOLM BROWNLEE	DIRECTOR	0.00	Director	$0	$0	$0
ROGER CROCKETT	DIRECTOR	0.00	Director	$0	$0	$0
LIZ ELIZONDO SCHROEPFER	DIRECTOR	0.00	Director	$0	$0	$0
REV MCKINLEY A WILLIAMS	DIRECTOR	0.00	Director	$0	$0	$0
DANIEL DICKMAN	DIRECTOR	0.00	Director	$0	$0	$0
JENNIFER DENT	EXECUTIVE DIRECTOR	35.00	Officer	$38,000	$0	$38,000

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	No data	No data	No data	No data
2023	$190,380	$269,854	$172,436	$-79,474
2022	$166,983	$292,884	$266,401	$-125,901
2021	$220,246	$335,310	$415,791	$-115,064
2020	$290,980	$304,581	$519,138	$-13,601
2019	$277,539	$319,579	$455,232	$-42,040

UNITED WAY OF ROCKBRIDGE INC