UNITED WAY OF SOUTHWEST VIRGINIA INC (EIN 540739250) - 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

1963

Legal Domicile

Principal Officer

MEGAN PARKS

Phone

2765250122

Tax Period

2023-07-01 to 2024-06-30

UNITED WAY OF THE NEW RIVER VALLEY, founded in 1963, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $542K in total revenue in fiscal year 2020. Expenses of $494K left a modest 9% surplus.

Mission

UNITED WAY OF SOUTHWEST VIRGINIA FIGHTS FOR THE HEALTH, EDUCATION, AND FINANCIAL STABILITY OF EVERY PERSON IN SOUTHWEST VIRGINIA BECAUSE THEY ARE THE BUILDING BLOCKS FOR A GOOD QUALITY OF LIFE.

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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 $1,233,876

Program Service Revenue $0

Investment Income $11,328

Other Revenue $19,750

TOTAL REVENUE $1,264,954

Expense Breakdown

Grants Paid $304,920

Salaries & Benefits $136,398

Fundraising Expenses $44,251

Program Expenses $521,247

Other Expenses $180,934

TOTAL EXPENSES $622,252

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,264,954	$316,718	+3.0%
Expenses	$622,252	$310,145	+1.0%
Net Income	$642,702	$6,573	+96.8%

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

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

$141,479

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STACEY ELY	DIRECTOR	1.00	Director	$0	$0	$0
BRENDAN MCSHEEHY	DIRECTOR- CHAIR	1.00	Officer Director	$0	$0	$0
KRISTEN WESTOVER	DIRECTOR- VICE CHAIR	1.00	Officer Director	$0	$0	$0
ALAN JONES JR	DIRECTOR- TREASURER	1.00	Officer Director	$0	$0	$0
CHUCK SLEMP	DIRECTOR	1.00	Director	$0	$0	$0
LUCY HOCHSTEIN	DIRECTOR	1.00	Director	$0	$0	$0
RICK NUNLEY	DIRECTOR	1.00	Director	$0	$0	$0
TODD ASBURY	DIRECTOR	1.00	Director	$0	$0	$0
CAMERON BELL	DIRECTOR- SECRETARY	1.00	Officer Director	$0	$0	$0
HASKEL BLEDSOE	DIRECTOR	1.00	Director	$0	$0	$0
KALEN HUNTER	DIRECTOR	1.00	Director	$0	$0	$0
ANDRE RICHMOND	DIRECTOR	1.00	Director	$0	$0	$0
AJ ROBINSON	DIRECTOR	1.00	Director	$0	$0	$0
PAULA DAWSON-DOWNS	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
MEGAN PARKS STARTED 61724	EXECUTIVE DIRECTOR	40.00	Officer	$0	$0	$0
TRAVIS STATON 010124-061624	ACTING EXECUTIVE DIRECTOR	10.00	Officer	$0	$0	$141,479

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	$1,264,954	$622,252	$901,614	$642,702
2023	$316,718	$310,145	$452,604	$6,573
2022	$445,124	$522,555	$507,591	$-77,431
2021	$542,083	$493,929	$539,868	$48,154

UNITED WAY OF SOUTHWEST VIRGINIA INC