UNITED WAY OF HOPEWELL - PRINCE GEORGE (EIN 541019535) - 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

1982

Legal Domicile

Principal Officer

HENRY P HARRISON JR

Phone

8045413969

Tax Period

2022-12-01 to 2023-07-31

UNITED WAY OF HOPEWELL - PRINCE GEORGE, founded in 1982, is a small nonprofit that reported $165K in total revenue in fiscal year 2017. Revenue decreased 8% compared to the prior year.

Mission

THE PURPOSE OF THE ORGANIZATION IS TO CONDUCT ANNUAL CAMPAIGNS TO RAISE SUPPORT FOR ALLOCATION TO PARTICIPATING AGENCIES.

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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 (2022)

Revenue Breakdown

Contributions & Grants $34,199

Program Service Revenue $0

Investment Income $419

Other Revenue $0

TOTAL REVENUE $34,618

Expense Breakdown

Grants Paid $56,413

Salaries & Benefits $21,571

Fundraising Expenses $5,137

Program Expenses $76,924

Other Expenses $23,256

TOTAL EXPENSES $101,240

Year-over-Year Comparison

	2022	2021	Change
Revenue	$34,618	$86,665	-0.6%
Expenses	$101,240	$109,451	-0.1%
Net Income	$-66,622	$-22,786	+1.9%

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

$21,077

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
HENRY P HARRISON JR	TREASURER	1.00	Officer Director	$0	$0	$0
B MAYES MARKS JR	PRESIDENT	1.00	Officer Director	$0	$0	$0
WILLIAM GANDEL	DIRECTOR	1.00	Director	$0	$0	$0
JAMES L SPIEDEL	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTOPHER NEAL	DIRECTOR	1.00	Director	$0	$0	$0
DANIEL STEIN	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTIAN VOLK	DIRECTOR	1.00	Director	$0	$0	$0
MARK A HALEY	DIRECTOR	1.00	Director	$0	$0	$0
CARA BUCKLEY	VICE-PRESIDENT	1.00	Officer Director	$0	$0	$0
THOMAS WAGSTAFF	SECRETARY	1.00	Officer Director	$0	$0	$0
JAMES CARRAWAY	DIRECTOR	1.00	Director	$0	$0	$0
BROOKIE FOWLER	DIRECTOR	1.00	Director	$0	$0	$0
TERESA BROBST	EXECUTIVE DIRECTOR	30.00	Officer	$21,077	$0	$21,077

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
2023	$34,618	$101,240	No data	$-66,622
2022	$86,665	$109,451	$131,601	$-22,786
2021	$128,714	$123,721	$153,410	$4,993
2020	$148,737	$142,299	$157,674	$6,438
2019	$141,377	$168,316	$143,879	$-26,939
2018	$164,519	$179,400	$171,481	$-14,881

UNITED WAY OF HOPEWELL - PRINCE GEORGE