UNITED WAY TAR RIVER REGION (EIN 560611545) - 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

1965

Legal Domicile

Principal Officer

VIRGINIA W MOHRBUTTER

Phone

2529372213

Tax Period

2022-07-01 to 2023-06-30

UNITED WAY TAR RIVER REGION, founded in 1965, is a community nonprofit that reported $1.3M in total revenue in fiscal year 2022. The organization ran a surplus of $346K, a strong 27% operating margin.

Mission

TO UNITE PEOPLE AND RESOURCES TO BUILD A STRONGER COMMUNITY.

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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 (2022)

Revenue Breakdown

Contributions & Grants $1,219,474

Program Service Revenue $5,427

Investment Income $9,394

Other Revenue $27,069

TOTAL REVENUE $1,261,364

Expense Breakdown

Grants Paid $524,217

Salaries & Benefits $252,145

Fundraising Expenses $161,473

Program Expenses $716,412

Other Expenses $138,650

TOTAL EXPENSES $915,012

Year-over-Year Comparison

	2022	2021	Change
Revenue	$1,261,364	$1,251,877	+0.0%
Expenses	$915,012	$1,120,281	-0.2%
Net Income	$346,352	$131,596	+1.6%

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

283

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

$156,332

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
VIRGINIA W MOHRBUTTER	Executive Dir.	40.00	Officer	$92,706	$0	$92,706
ALAN DAVIS	CFO	40.00	Officer	$63,626	$0	$63,626
RICK MCMAHON	PRESIDENT/CHAIR	1.00	Officer Director	$0	$0	$0
SAMMY ANDERSON	VP/MARKETING	1.00	Officer Director	$0	$0	$0
CLEVELAND ATKINSON	VP/COMM CAMPAIG	1.00	Officer Director	$0	$0	$0
JULIE BAGGETT	VP/MARKETING	1.00	Officer Director	$0	$0	$0
CHRIS BESCHLER	BOARD MEMBER	0.30	Director	$0	$0	$0
JONATHAN BOONE	IMM. PAST PRES.	0.30	Director	$0	$0	$0
ROBERT BOYD	VP/GOVERNANCE	1.00	Officer Director	$0	$0	$0
VALERIE BRIDGES	BOARD MEMBER	0.30	Director	$0	$0	$0
MICHELE CHERRY	BOARD MEMBER	0.30	Director	$0	$0	$0
KEVIN CLARK	BOARD MEMBER	0.30	Director	$0	$0	$0
TRACY CRENSHAW	BOARD MEMBER	0.30	Director	$0	$0	$0
SUZANNAH DAVIDSON	BOARD MEMBER	0.30	Director	$0	$0	$0
MAJOR DUCKETT	BOARD MEMBER	0.30	Director	$0	$0	$0
LINDSAY EFIRD	BOARD MEMBER	0.30	Director	$0	$0	$0
STEVE ELLIS	BOARD MEMBER	0.30	Director	$0	$0	$0
ANGELA GAILLIARD	VP/PLANNING	1.00	Officer Director	$0	$0	$0
KESHIA GARY	BOARD MEMBER	0.30	Director	$0	$0	$0
LISA GENNOSA	BOARD MEMBER	0.30	Director	$0	$0	$0
ALANE GORDON-BRAY	VP/COMM DEVE	1.00	Officer Director	$0	$0	$0
MICHAEL GROVER	BOARD MEMBER	0.30	Director	$0	$0	$0
THOMAS HARRIS	BOARD MEMBER	0.30	Director	$0	$0	$0
LEW HUNNICUTT	BOARD MEMBER	0.30	Director	$0	$0	$0
GWEN HYMAN	BOARD MEMBER	0.30	Director	$0	$0	$0
JACQUELYN LEWIS	VP/COMM CAMPAIG	1.00	Officer Director	$0	$0	$0
AUSTIN MCINTYRE	BOARD MEMBER	0.30	Director	$0	$0	$0
GREGORY MCLEOD	BOARD MEMBER	0.30	Director	$0	$0	$0
CHRIS MILLER	VP/GOVERNANCE	1.00	Officer Director	$0	$0	$0
HAYWOOD PARKER	VP/DIVERSITY	1.00	Officer Director	$0	$0	$0
KRISTIN PATTERSON	BOARD MEMBER	0.30	Director	$0	$0	$0
KIRBY SLADE	VP/COMM DEVELOP	1.00	Officer Director	$0	$0	$0
MICHAEL SMITH	VP/RESOURCE DEV	1.00	Officer Director	$0	$0	$0
CHRISTY TAYLOR	VP/COMM INVEST	1.00	Officer Director	$0	$0	$0
VANESSA WHITAKER	BOARD MEMBER	0.30	Director	$0	$0	$0
TED WHITEHURST	VP/FINANCE	1.00	Officer Director	$0	$0	$0
ED WILEY	BOARD MEMBER	0.30	Director	$0	$0	$0
GARY WINGFIELD	Secretary	1.00	Officer Director	$0	$0	$0
CRAIG WORTHY	VP/PLANNING	1.00	Officer 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
2023	$1,261,364	$915,012	$1,963,590	$346,352
2022	$1,251,877	$1,120,281	$1,621,870	$131,596
2021	$988,814	$1,143,672	$1,578,648	$-154,858
2020	$1,144,491	$1,296,159	$1,674,843	$-151,668
2019	$1,139,870	$1,217,526	$1,752,738	$-77,656
2018	$1,380,314	$1,330,400	$1,807,181	$49,914

UNITED WAY TAR RIVER REGION