UNITED WAY OF NORTH CAROLINA (EIN 560564547) - 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

1951

Legal Domicile

Principal Officer

BRITTANY PRUITT FLETCHER

Phone

9198345200

Tax Period

2024-01-01 to 2024-12-31

UNITED WAY OF NORTH CAROLINA, founded in 1951, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $15.7M in total revenue in fiscal year 2024. Revenue surged 329% from the prior year, signaling strong growth momentum. The organization ran a surplus of $9.1M, a strong 58% operating margin.

Mission

WE BRIDGE PEOPLE, LOCAL UNITED WAYS, AND RESOURCES SO INDIVIDUALS, FAMILIES, AND COMMUNITIES THRIVE IN NORTH CAROLINA.

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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 $14,073,559

Program Service Revenue $1,625,148

Investment Income $14,771

Other Revenue $1,732

TOTAL REVENUE $15,715,210

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,360,253

Fundraising Expenses $0

Program Expenses $6,045,365

Other Expenses $4,208,168

TOTAL EXPENSES $6,568,421

Year-over-Year Comparison

	2024	2023	Change
Revenue	$15,715,210	$3,666,398	+3.3%
Expenses	$6,568,421	$3,335,793	+1.0%
Net Income	$9,146,789	$330,605	+26.7%

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

$190,048

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRIAN WHITE	CHAIRPERSON	1.00	Officer Director	$0	$0	$0
JEFFREY JOHNSON	PAST CHAIRPERSON	1.00	Officer Director	$0	$0	$0
SHERRY S BRADSHER	VICE CHAIRPERSON	1.00	Officer Director	$0	$0	$0
ROY WATSON JR	SECRETARY	1.00	Officer Director	$0	$0	$0
GARETH MONTAGUE-SMITH	TREASURER	1.00	Officer Director	$0	$0	$0
MICHELLE ADAMOLEKUN	DIRECTOR	1.00	Director	$0	$0	$0
SHERRY ARCHIBALD	DIRECTOR	1.00	Director	$0	$0	$0
KIM MCCOMBS PHD	DIRECTOR	1.00	Director	$0	$0	$0
BRETT ECKERMAN	DIRECTOR	1.00	Director	$0	$0	$0
JANE LIEBSCHER	DIRECTOR	1.00	Director	$0	$0	$0
DERRICK REMER	DIRECTOR	1.00	Director	$0	$0	$0
MARQUITA ROBERTSON	DIRECTOR	1.00	Director	$0	$0	$0
FERNANDO LITTLE	DIRECTOR	1.00	Director	$0	$0	$0
KEVIN MCDONALD	DIRECTOR	1.00	Director	$0	$0	$0
NICOLE RAPUANO	DIRECTOR	1.00	Director	$0	$0	$0
KENDRA MARTIN	DIRECTOR	1.00	Director	$0	$0	$0
JANE PAKSOY	DIRECTOR	1.00	Director	$0	$0	$0
MOLLY TAYLOR	DIRECTOR	1.00	Director	$0	$0	$0
KATHRYN FIRMIN-SELLARS	DIRECTOR	1.00	Director	$0	$0	$0
AYANA SIMON	DIRECTOR	1.00	Director	$0	$0	$0
ANDREA STEPHENS	DIRECTOR	1.00	Director	$0	$0	$0
BRITTANY PRUITT FLETCHER	PRESIDENT & CEO	40.00	Officer	$180,000	$10,048	$190,048

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	$15,715,210	$6,568,421	$10,997,080	$9,146,789
2023	$3,666,398	$3,335,793	$1,522,449	$330,605
2022	$3,442,537	$3,246,223	$1,203,204	$196,314
2021	$5,871,994	$6,163,432	$913,119	$-291,438
2020	$7,770,294	$7,141,003	$2,955,432	$629,291
2019	$4,243,094	$4,275,747	$2,382,303	$-32,653
2018	$3,662,671	$3,635,112	$3,040,328	$27,559

UNITED WAY OF NORTH CAROLINA