EO COMPANIES (EIN 540718860) - 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

1968

Legal Domicile

Principal Officer

TRAVIS STATON

Phone

2765250122

Tax Period

2023-07-01 to 2024-06-30

UNITED WAY OF SOUTHWEST VIRGINIA INC is a community nonprofit in the Philanthropy & Grantmaking sector that reported $2.9M in total revenue in fiscal year 2018. Revenue surged 35% from the prior year, signaling strong growth momentum.

Mission

OUR MISSION IS TO RESEARCH, PILOT, AND SCALE BIG IDEAS INTO SOLUTIONS THAT INCREASE QUALITY OF LIFE. OUR FOCUS INCLUDES EARLY CHILDHOOD CARE AND EDUCATION, WORKFORCE INNOVATION, AND THRIVING AND ENGAGED COMMUNITIES.

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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 $25,013,326

Program Service Revenue $0

Investment Income $163,845

Other Revenue $3,766,943

TOTAL REVENUE $28,944,114

Expense Breakdown

Grants Paid $7,694,853

Salaries & Benefits $2,982,763

Fundraising Expenses $479,669

Program Expenses $14,260,375

Other Expenses $4,497,120

TOTAL EXPENSES $15,174,736

Year-over-Year Comparison

	2023	2022	Change
Revenue	$28,944,114	$17,858,716	+0.6%
Expenses	$15,174,736	$9,450,907	+0.6%
Net Income	$13,769,378	$8,407,809	+0.6%

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

500

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

$224,221

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRENDAN MCSHEEHY	DIRECTOR- CHAIR	1.00	Officer Director	$0	$0	$0
KRIS WESTOVER	DIRECTOR- VICE- CHAIR	1.00	Officer Director	$0	$0	$0
CAMERON BELL	DIRECTOR- SECRETARY	1.00	Officer Director	$0	$0	$0
ALAN JONES	DIRECTOR- TREASURER	1.00	Officer Director	$0	$0	$0
CHUCK SLEMP	DIRECTOR	1.00	Director	$0	$0	$0
RICK NUNLEY	DIRECTOR	1.00	Director	$0	$0	$0
STACEY ELY	DIRECTOR	1.00	Director	$0	$0	$0
TODD ASBURY	DIRECTOR	1.00	Director	$0	$0	$0
HASKEL BLEDSOE	DIRECTOR	1.00	Director	$0	$0	$0
KALEN HUNTER	DIRECTOR	1.00	Director	$0	$0	$0
AJ ROBINSON	DIRECTOR	1.00	Director	$0	$0	$0
ANDRE RICHMOND	DIRECTOR	1.00	Director	$0	$0	$0
DONNA HENRY	DIRECTOR	1.00	Director	$0	$0	$0
DENNIS CARTER	DIRECTOR	1.00	Director	$0	$0	$0
JONATHAN SWEET	DIRECTOR	1.00	Director	$0	$0	$0
WHITNEY CZELUSNIAK	DIRECTOR	1.00	Director	$0	$0	$0
CHAD WHITTINGTON	DIRECTOR	1.00	Director	$0	$0	$0
HEATHER NICHOLSON	DIRECTOR	1.00	Director	$0	$0	$0
PAULA DAWSON-DOWNS	DIRECTOR	1.00	Director	$0	$0	$0
LUCY HOCHSTEIN	DIRECTOR	1.00	Director	$0	$0	$0
TRAVIS STATON	CEO	50.00	Officer	$141,479	$0	$141,479
MARK SEAMON	VICE PRESIDENT OF FINANCE	40.00	Officer	$82,742	$0	$82,742

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	No data	No data	No data	No data
2024	$28,944,114	$15,174,736	$32,165,614	$13,769,378
2023	$17,857,716	$9,450,907	$18,770,963	$8,406,809
2023	$17,985,714	$9,489,683	$18,842,319	$8,496,031
2021	$4,536,393	$4,787,745	$2,938,004	$-251,352
2020	$4,389,944	$3,910,639	$3,184,981	$479,305
2019	$2,536,435	$2,631,255	$2,764,649	$-94,820
2018	$2,945,211	$3,050,356	$2,900,972	$-105,145

EO COMPANIES