UNITED WAY OF THE GREENBRIER VALLEY INC (EIN 550665618) - 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

1986

Legal Domicile

Principal Officer

SHARON ROWE

Phone

3046473783

Tax Period

2024-01-01 to 2024-12-31

UNITED WAY OF THE GREENBRIER VALLEY INC, founded in 1986, is a small nonprofit in the Human Services sector that reported $695K in total revenue in fiscal year 2024.

Mission

OUR MISSION: TO IMPROVE LIVES BY MOBILIZING THE CARING POWER OF THE COMMUNITIES IN POCAHONTAS, GREENBRIER, AND MONROE COUNTIES, 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 (2024)

Revenue Breakdown

Contributions & Grants $686,043

Program Service Revenue $0

Investment Income $8,403

Other Revenue $79

TOTAL REVENUE $694,525

Expense Breakdown

Grants Paid $533,860

Salaries & Benefits $92,607

Fundraising Expenses $49,037

Program Expenses $633,359

Other Expenses $100,610

TOTAL EXPENSES $727,077

Year-over-Year Comparison

	2024	2023	Change
Revenue	$694,525	$653,948	+0.1%
Expenses	$727,077	$663,419	+0.1%
Net Income	$-32,552	$-9,471	+2.4%

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

$51,250

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SHARON ROWE	PRESIDENT	1.00	Officer Director	$0	$0	$0
ANDY RICE	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
MORGAN HODGE	SECRETARY	1.00	Officer Director	$0	$0	$0
ANN BRAY	TREASURER	1.00	Officer Director	$0	$0	$0
TODD BELCHER	DIRECTOR	1.00	Director	$0	$0	$0
PAT HARPER	DIRECTOR	1.00	Director	$0	$0	$0
ANDY KELSO	DIRECTOR	1.00	Director	$0	$0	$0
KIM KOWALKOWSKI	DIRECTOR	1.00	Director	$0	$0	$0
AUBRINA MUMFORD	DIRECTOR	1.00	Director	$0	$0	$0
KAY TAYLOR	DIRECTOR	1.00	Director	$0	$0	$0
LAUREN RAINIER	EXECUTIVE DIRECTOR	40.00	Officer	$35,000	$0	$35,000
ERICA VAUGHAN	EXECUTIVE DIRECTOR	40.00	Officer	$16,250	$0	$16,250

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	$694,525	$727,077	$573,500	$-32,552
2023	$653,948	$663,419	$669,532	$-9,471
2022	$480,953	$480,776	$494,082	$177
2021	$541,890	$414,799	$554,703	$127,091
2020	$390,390	$446,422	$426,111	$-56,032
2019	$437,819	$417,764	$518,750	$20,055
2018	$427,144	$374,757	$504,117	$52,387

UNITED WAY OF THE GREENBRIER VALLEY INC