UNITED WAY OF THE EASTERN PANHANDLE

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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

1964

Legal Domicile

Principal Officer

PENNY PORTER

Phone

3042630603

Tax Period

2024-07-01 to 2025-06-30

UNITED WAY OF THE EASTERN PANHANDLE, founded in 1964, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.6M in total revenue in fiscal year 2024. Revenue grew 17% year-over-year, indicating healthy expansion.

Mission

TO INSPIRE AND MOBILIZE OUR COMMUNITY TO CREATE CHANGE. TOGETHER WE WILL GIVE, ADVOCATE, AND VOLUNTEER TO IMPROVE EDUCATION, HEALTH, AND FINANCIAL STABILITY.

Program Service Accomplishments

Program 1

Expenses: $221,348

FUNDED AND MONITORED FIFTY EIGHT CHARITIES THAT PROVIDE HEALTH AND HUMAN SERVICES TO EASTERN PANHANDLE COMMUNITY MEMBERS. SERVICES/PROGRAMS FUNDED AND MONITORED, INCLUDED QUALITY AND AFFORDABLE DAY CARE FOR LOWER INCOME FAMILIES, ACADEMIC SUPPORT AND TUTORING TO ENSURE AT-RISK YOUTH PERFORM WELL IN SCHOOL AND EDUCATIONAL/MENTORING PROGRAMS FOR YOUTH AND ADULTS THAT DECREASE DEPENDENCE ON SOCIAL SERVICES INCREASING THEIR ECONOMIC INDEPENDENCE.

Program 2

Expenses: $457,293

UNITY CAMPAIGN, WHICH IS A 12-DAY ANNUAL FUNDRAISING CAMPAIGN THAT SUPPORTS AREA NONPROFITS THAT PROVIDE HEALTH, EDUCATION, BASIC NEEDS, AND FINANCIAL STABILITY PROGRAMS TO INDIVIDUALS AND FAMILIES...

Program 3

Expenses: $210,862

SUMMER YOUTH EMPLOYMENT PROGRAM SERVICES PROVIDING JOB TRAINING AND EDUCATIONAL OPPORTUNITIES FOR AT-RISK YOUTH AGES 14-24.

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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 $1,248,906

Program Service Revenue $333,525

Investment Income $25,401

Other Revenue $0

TOTAL REVENUE $1,607,832

Expense Breakdown

Grants Paid $695,148

Salaries & Benefits $436,924

Fundraising Expenses $124,258

Program Expenses $1,404,130

Other Expenses $477,288

TOTAL EXPENSES $1,609,360

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,607,832	$1,376,478	+0.2%
Expenses	$1,609,360	$1,572,877	+0.0%
Net Income	$-1,528	$-196,399	-1.0%

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

900

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
MELISSA KNOTT	CHAIR	1.00	Officer Director	$0	$0	$0
TYLER KOLB	CHAIR ELECT	1.00	Officer Director	$0	$0	$0
MICHELE DICK HADEN	VICE CHAIR	1.00	Officer Director	$0	$0	$0
KAREN RICHARDS	PAST CHAIR	1.00	Officer Director	$0	$0	$0
CHARLOTTE NORRIS	SECRETARY	1.00	Officer Director	$0	$0	$0
BRANDON ARMENTROUT	TREASURER	1.00	Officer Director	$0	$0	$0
JONATHAN AGEE	MEMBER	1.00	Director	$0	$0	$0
DEBORAH CRITES	MEMBER	1.00	Director	$0	$0	$0
DON JACOT	MEMBER	1.00	Director	$0	$0	$0
DONNA VAN METRE	MEMBER	1.00	Director	$0	$0	$0
ELIZABETH MORRIS	MEMBER	1.00	Director	$0	$0	$0
ERYN MILLS	MEMBER	1.00	Director	$0	$0	$0
HEATHER SIGEL	MEMBER	1.00	Director	$0	$0	$0
JAKE MILLS	MEMBER	1.00	Director	$0	$0	$0
JESSICA LEONARD	MEMBER	1.00	Director	$0	$0	$0
KAREEM WASHINGTON	MEMBER	1.00	Director	$0	$0	$0
MARINA MIGUEL CASTRO	MEMBER	1.00	Director	$0	$0	$0
NATASHA KABLE FOGLE	MEMBER	1.00	Director	$0	$0	$0
SAMANTHA RICHARDS	MEMBER	1.00	Director	$0	$0	$0
TRACY LORD	MEMBER	1.00	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
2025	$1,607,832	$1,609,360	$2,836,343	$-1,528
2024	$1,376,478	$1,572,877	$2,842,521	$-196,399
2023	$1,720,716	$1,873,278	$2,937,753	$-152,562
2022	$1,388,255	$1,642,537	$2,998,112	$-254,282
2021	$1,595,192	$1,226,496	$3,277,508	$368,696
2020	$2,037,974	$1,418,847	$2,865,074	$619,127
2019	$896,175	$992,953	$2,172,202	$-96,778