UNITED WAY OF HARRISON COUNTY INC (EIN 550421431) - Form 990 Financial Analysis & Trantor Score

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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

1957

Legal Domicile

Principal Officer

CATHIE JACKSON

Phone

3046246337

Tax Period

2023-01-01 to 2023-12-31

UNITED WAY OF HARRISON COUNTY INC, founded in 1957, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.3M in total revenue in fiscal year 2023. Net assets of $7.8M represent 74 months of operating reserves.

Mission

THE UNITED WAY ORGANIZATION WAS ESTABLISHED TO ADMINISTER THE COLLECTION AND DISTRIBUTION OF CHARITABLE CONTRIBUTIONS FROM THE CITIZENS AND INSTITUTIONS OF HARRISON COUNTY, WEST VIRGINIA.

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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 $1,060,535

Program Service Revenue $0

Investment Income $179,175

Other Revenue $33,254

TOTAL REVENUE $1,272,964

Expense Breakdown

Grants Paid $679,728

Salaries & Benefits $404,626

Fundraising Expenses $108,993

Program Expenses $983,369

Other Expenses $175,635

TOTAL EXPENSES $1,259,989

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,272,964	$1,265,543	+0.0%
Expenses	$1,259,989	$1,473,147	-0.1%
Net Income	$12,975	$-207,604	-1.1%

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

544

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
BROCK MALCOLM	PRESIDENT	40.00	Officer Director	$0	$0	$0
PAUL MCINTURFF	FIRST VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
STEPHANIE IAQUINTA	SECOND VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
MANDY CURRY	SECRETARY	1.00	Officer Director	$0	$0	$0
BETTY WADDY	ASSISTANT SECRETARY	1.00	Officer Director	$0	$0	$0
SHAWN LONG	TREASURER	40.00	Officer Director	$0	$0	$0
MICHAEL MOORE	ASSISTANT TREASURER	1.00	Officer Director	$0	$0	$0
TIM DEFAZIO	DIRECTOR	1.00	Director	$0	$0	$0
JIM DODRILL	DIRECTOR	1.00	Director	$0	$0	$0
DRCHRIS GOODE	DIRECTOR	1.00	Director	$0	$0	$0
RYAN HAWS	DIRECTOR	1.00	Director	$0	$0	$0
DR DAVID HESS	DIRECTOR	1.00	Director	$0	$0	$0
MATT LAMB	DIRECTOR	1.00	Director	$0	$0	$0
LISA LANG	DIRECTOR	1.00	Director	$0	$0	$0
LISA MUSGRAVE	DIRECTOR	2.00	Director	$0	$0	$0
NICOLE OLIVERIO	DIRECTOR	2.00	Director	$0	$0	$0
STEPHANIE ROBERTS	DIRECTOR	2.00	Director	$0	$0	$0
ANTONIO B SELARIO	DIRECTOR	2.00	Director	$0	$0	$0
DORA STUTLER	DIRECTOR	2.00	Director	$0	$0	$0
AUSTIN THRASHER	DIRECTOR	2.00	Director	$0	$0	$0
JASON TURNER	DIRECTOR	2.00	Director	$0	$0	$0
WAYNE WORTH	DIRECTOR	2.00	Director	$0	$0	$0
RACHEL WYCKOFF	DIRECTOR	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
2024	No data	No data	No data	No data
2023	$1,272,964	$1,259,989	$8,512,765	$12,975
2022	$1,265,543	$1,473,147	$7,810,635	$-207,604
2021	$2,521,946	$1,298,077	$9,153,933	$1,223,869
2020	$1,263,574	$1,198,650	$8,075,257	$64,924
2019	$1,339,210	$1,286,172	$7,556,844	$53,038
2018	$1,160,519	$1,230,632	$6,822,626	$-70,113

UNITED WAY OF HARRISON COUNTY INC