UNITED WAY OF FRONT ROYAL - WARREN COUNTY INC (EIN 540741011) - 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

HEATHER CLATTERBUCK

Phone

5406353636

Tax Period

2021-07-01 to 2022-06-30

UNITED WAY OF FRONT ROYAL - WARREN COUNTY INC, founded in 1968, is a small nonprofit that reported $120K in total revenue in fiscal year 2017. Revenue fell 60% from the prior year — a significant decline worth monitoring. Expenses of $113K left a modest 6% surplus.

Mission

LOCAL CHARITY APPORTIONMENT

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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 (2021)

Revenue Breakdown

Contributions & Grants $65,745

Program Service Revenue $0

Investment Income $-35,813

Other Revenue $14,779

TOTAL REVENUE $44,711

Expense Breakdown

Grants Paid $42,125

Salaries & Benefits $12,080

Fundraising Expenses $0

Program Expenses $69,238

Other Expenses $31,599

TOTAL EXPENSES $85,804

Year-over-Year Comparison

	2021	2020	Change
Revenue	$44,711	$158,352	-0.7%
Expenses	$85,804	$72,974	+0.2%
Net Income	$-41,093	$85,378	-1.5%

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ED DALEY	DIRECTOR	2.00	Officer Director	$0	$0	$0
SHANE GOODWIN	PAST PRESIDENT	2.00	Officer Director	$0	$0	$0
CASEY TANNER	DIRECTOR	2.00	Officer Director	$0	$0	$0
TAMAR YAGER	DIRECTOR	2.00	Director	$0	$0	$0
MICHAEL MOORE	DIRECTOR	2.00	Director	$0	$0	$0
HEATHER CLATTERBUCK	PRESIDENT	2.00	Director	$0	$0	$0
STEPHEN JEROME	TREASURER	2.00	Director	$0	$0	$0
AMANDA KINDALL	VICE-PRESIDENT	2.00	Director	$0	$0	$0
LOUIS NICHOLLS	DIRECTOR	2.00	Director	$0	$0	$0
TERRI MAYES	DIRECTOR	2.00	Director	$0	$0	$0
EMILY CIARROCCHI	SECRETARY	2.00	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
2022	$44,711	$85,804	$429,647	$-41,093
2021	$158,352	$72,974	$471,117	$85,378
2020	$90,773	$93,168	$396,357	$-2,395
2019	$101,472	$63,760	$399,287	$37,712
2018	$119,515	$112,716	$389,321	$6,799

UNITED WAY OF FRONT ROYAL - WARREN COUNTY INC