FRANKLIN-SOUTHAMPTON AREA UNITED W… - Form 990 Financial Data

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1940

Legal Domicile

Principal Officer

AMY SIMMS

Phone

7575698929

Tax Period

2023-01-01 to 2023-12-31

FRANKLIN-SOUTHAMPTON AREA UNITED WAY, founded in 1940, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $188K in total revenue in fiscal year 2023. Revenue decreased 6% compared to the prior year. The organization ran a surplus of $30K, a strong 16% operating margin.

Mission

PRIMARY ACTIVITIES INCLUDE ASSESSING COMMUNITY STRENGTHS AND CHALLENGES AND MOBILIZING COMMUNITY RESOURCES TO ADDRESS UNMET NEEDS. THIS IS DONE THROUGH OUR ANNUAL FUNDRAISING CAMPAIGN, COMMUNITY IMPACT AND VOLUNTEER PROGRAMS, PARTNERSHIPS AND COLLABORATIONS.

Program Service Accomplishments

Program 1

Expenses: $127,208

FUNDING TO LOCAL AGENCIES FOCUS ON ACHIEVING POSITIVE OUTCOMES IN THE FOUR SPECIFIC AREAS DETERMINED TO BE ESSENTIAL IN IMPROVING PEOPLE'S LIVES AND STRENGTHENING OUR COMMUNITY. 1. RESPONDING TO...

FUNDING TO LOCAL AGENCIES FOCUS ON ACHIEVING POSITIVE OUTCOMES IN THE FOUR SPECIFIC AREAS DETERMINED TO BE ESSENTIAL IN IMPROVING PEOPLE'S LIVES AND STRENGTHENING OUR COMMUNITY. 1. RESPONDING TO EMERGENCY AND BASIC NEEDS 2. HELPING CHILDREN AND FAMILIES TO LEAD SUCCCESSFUL LIVES THROUGH EDUCATION 3. IMPROVING HEALTH 4. ENCOURAGING FINANCIAL STABILITY PARTNER AGENCIES PROVIDED OVER 425,434 SERVICES IN 2023 TO HELP IMPROVE THE LIVES OF OVER 16,978 INDIVIDUALS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $178,051

Program Service Revenue $0

Investment Income $7,870

Other Revenue $2,349

TOTAL REVENUE $188,270

Expense Breakdown

Grants Paid $87,200

Salaries & Benefits $44,244

Fundraising Expenses $9,142

Program Expenses $127,208

Other Expenses $27,098

TOTAL EXPENSES $158,542

Year-over-Year Comparison

	2023	2022	Change
Revenue	$188,270	$199,477	-0.1%
Expenses	$158,542	$189,695	-0.2%
Net Income	$29,728	$9,782	+2.0%

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

Total Directors

$41,100

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DR CARLTON CARTER	DIRECTOR	0.25	Director	$0	$0	$0
DR ALLISON FRANCIS	DIRECTOR	0.25	Director	$0	$0	$0
TRISH E TSITSERA	EXEC DIRECTO	25.00	Director	$41,100	$0	$41,100
CHARLES QUALLS	TREASURER	0.75	Officer Director	$0	$0	$0
KATIE LACKEY	DIRECTOR	0.25	Director	$0	$0	$0
KATHY WORRELL	CITIZEN REVI	0.75	Officer Director	$0	$0	$0
NANCY PARRISH	SECRETARY	0.75	Officer Director	$0	$0	$0
AMY CUTCHINS	DIRECTOR	0.25	Director	$0	$0	$0
SYDNEY HAUCK	DIRECTOR	0.25	Director	$0	$0	$0
AMY SIMMS	PRESIDENT	0.75	Officer Director	$0	$0	$0
ANGELA JEFFRIES	1ST VP/CMP C	0.75	Officer Director	$0	$0	$0
BONNIE RABIL	DIRECTOR	0.25	Director	$0	$0	$0
TRAVIS PARKER	DIRECTOR	0.25	Director	$0	$0	$0
MARSHA WHITEHEAD	2ND VP/MEMBE	0.75	Officer Director	$0	$0	$0
ANTHONY RAWLINGS	DIRECTOR	0.25	Director	$0	$0	$0
A'RISHA JONES	DIRECTOR	0.25	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	No data	No data	No data	No data
2023	$188,270	$158,542	$407,261	$29,728
2022	$199,477	$189,695	$382,158	$9,782
2021	$234,883	$193,144	$407,086	$41,739
2020	$167,007	$158,740	$352,587	$8,267
2019	$160,082	$165,788	$336,678	$-5,706
2018	$157,921	$167,611	$300,896	$-9,690

FRANKLIN-SOUTHAMPTON AREA UNITED WAY