United Way of the Cape Fear Area Inc (EIN 560529949) - 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

1946

Legal Domicile

Principal Officer

Tommy Taylor

Phone

9107983900

Tax Period

2023-07-01 to 2024-06-30

United Way of the Cape Fear Area Inc, founded in 1946, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $3.2M in total revenue in fiscal year 2023.

Mission

47,636 lives impacted by investing $3,202,315 in 71 local programs. Our vision is a united community that is healthy, safe and prosperous for everyone. United Way of the Cape Fear Area (UWCFA) serves Brunswick, Columbus, New Hanover and Pender Counties. As an independent, locally owned and operated nonprofit UWCFA customizes program investments to address the most critical needs of our community. Each year, our teams of local volunteers determine the best social return on investments of time, treasure and talent.

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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 $2,936,552

Program Service Revenue $0

Investment Income $31,675

Other Revenue $211,389

TOTAL REVENUE $3,179,616

Expense Breakdown

Grants Paid $710,112

Salaries & Benefits $572,042

Fundraising Expenses $368,327

Program Expenses $2,870,262

Other Expenses $2,126,680

TOTAL EXPENSES $3,408,834

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,179,616	$3,314,531	0.0%
Expenses	$3,408,834	$3,698,241	-0.1%
Net Income	$-229,218	$-383,710	-0.4%

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

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

$99,750

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Andy Almeter	Chair	4.00	Officer Director	$0	$0	$0
Doug Foreman	Vice Chair	4.00	Officer Director	$0	$0	$0
Nicole Haverly	Treasurer	4.00	Officer Director	$0	$0	$0
Judge Quintin McGee	Director	4.00	Director	$0	$0	$0
Pam Hardy	Director	4.00	Director	$0	$0	$0
Mona Badie	Director	4.00	Director	$0	$0	$0
Andy Almeter	Director	4.00	Director	$0	$0	$0
Caress Clegg	Director	4.00	Director	$0	$0	$0
Jonathan David	Director	4.00	Director	$0	$0	$0
Natalie English	Director	4.00	Director	$0	$0	$0
LS Dean	Director	4.00	Director	$0	$0	$0
Chad McEwen	Director	4.00	Director	$0	$0	$0
Tony McEwen	Director	4.00	Director	$0	$0	$0
Kevin Parker	Director	4.00	Director	$0	$0	$0
Billy Smith	Director	4.00	Director	$0	$0	$0
Leah Mayo	Director	4.00	Director	$0	$0	$0
George Greenleaf	Director	4.00	Director	$0	$0	$0
Tommy Taylor	CEO	40.00	Officer	$99,750	$0	$99,750

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	No data	No data	No data	No data
2024	$3,179,616	$3,408,834	$1,877,770	$-229,218
2023	$3,314,531	$3,698,241	$2,168,641	$-383,710
2022	$2,093,133	$2,601,532	$2,529,651	$-508,399
2021	$2,563,696	$2,700,532	$2,840,899	$-136,836
2020	$3,014,019	$2,997,045	$3,004,767	$16,974
2019	$4,421,092	$3,982,245	$3,253,894	$438,847

United Way of the Cape Fear Area Inc