UNITED WAY OF STAUNTON AUGUSTA COUNTY & WAYNESBORO INC (EIN 540955100) - 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

1975

Legal Domicile

Principal Officer

COURTNEY THOMPSON

Phone

5408851229

Tax Period

2023-07-01 to 2024-06-30

UNITED WAY OF GREATER AUGUSTA INC, founded in 1975, is a small nonprofit that reported $503K in total revenue in fiscal year 2017. Revenue fell 23% from the prior year — a significant decline worth monitoring.

Mission

TO SERVE AS A CATALYST TO IMPROVE THE LIVES OF THE PEOPLE IN OUR COMMUNITY.

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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 $371,175

Program Service Revenue $0

Investment Income $515

Other Revenue $2,259

TOTAL REVENUE $373,949

Expense Breakdown

Grants Paid $143,694

Salaries & Benefits $265,911

Fundraising Expenses $34,658

Program Expenses $351,634

Other Expenses $80,655

TOTAL EXPENSES $490,260

Year-over-Year Comparison

	2023	2022	Change
Revenue	$373,949	$594,153	-0.4%
Expenses	$490,260	$600,553	-0.2%
Net Income	$-116,311	$-6,400	+17.2%

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

350

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

$80,500

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KRISTI WILLIAMS	President & CEO	40.00	Officer	$80,500	$0	$80,500
KRYSTAL MOYERS	Director	2.00	Director	$0	$0	$0
KENDRA JONES	Director	2.00	Director	$0	$0	$0
JOYCE COLEMON	Director	2.00	Director	$0	$0	$0
BETH ALLISON	Director	2.00	Director	$0	$0	$0
ALLISON FINK	Director	2.00	Director	$0	$0	$0
KEVIN RATLIFF	Director	2.00	Director	$0	$0	$0
ANGELINA STAMM	Director	2.00	Director	$0	$0	$0
ADRIENNE YOUNG	Director	2.00	Director	$0	$0	$0
LE'ROY SWEEZY	Director	2.00	Director	$0	$0	$0
SUSAN VINCENT	Director	2.00	Director	$0	$0	$0
COURTNEY THOMPSON	Board Chair	3.00	Officer 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
2024	$373,949	$490,260	$188,869	$-116,311
2023	$594,153	$600,553	$314,706	$-6,400
2022	$407,679	$655,380	$309,521	$-247,701
2021	$1,397,984	$985,650	$732,949	$412,334
2020	$587,868	$504,692	$395,167	$83,176
2019	$479,186	$558,072	$286,503	$-78,886
2018	$503,112	$524,512	$348,122	$-21,400

UNITED WAY OF STAUNTON AUGUSTA COUNTY & WAYNESBORO INC