ROWAN COUNTY UNITED WAY INC (EIN 560642828) - 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

1956

Legal Domicile

Phone

7046331802

Tax Period

2024-01-01 to 2024-12-31

ROWAN COUNTY UNITED WAY INC, founded in 1956, is a community nonprofit that reported $1.1M in total revenue in fiscal year 2024. Expenses of $1.4M exceeded revenue, resulting in a 23% operating deficit.

Mission

TO LEAD THE COMMUNITY BY MOBILIZING RESOURCES MAKING A LASTING IMPACT FOR THOSE IN NEED AND SHAPE A BETTER FUTURE FOR EVERYONE.

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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 $1,107,383

Program Service Revenue $0

Investment Income $21,806

Other Revenue $11,201

TOTAL REVENUE $1,140,390

Expense Breakdown

Grants Paid $808,348

Salaries & Benefits $370,836

Fundraising Expenses $175,715

Program Expenses $1,046,686

Other Expenses $222,438

TOTAL EXPENSES $1,401,622

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,140,390	$1,174,215	0.0%
Expenses	$1,401,622	$1,659,683	-0.2%
Net Income	$-261,232	$-485,468	-0.5%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JENNIFER D LEE	EXECUTIVE DIRECTORBOARD MEMBER	40.00	Director Key Emp	$0	$0	$0
KENDRA BOWMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
ALISHA BYRD-CLARK	BOARD MEMBER	1.00	Director	$0	$0	$0
MICAH ENNIS	BOARD MEMBER	1.00	Director	$0	$0	$0
KAISHA BROWN	BOARD MEMBER	1.00	Director	$0	$0	$0
JOSEPH CRAPSTER	BOARD MEMBER	1.00	Director	$0	$0	$0
ANDREW SMITH	BOARD MEMBER	1.00	Director	$0	$0	$0
CHANAKA YATAWARA	BOARD MEMBER	1.00	Director	$0	$0	$0
ANDREA BAUMER	BOARD MEMBER	1.00	Director	$0	$0	$0
GRAHAM CORRIHER	BOARD MEMBER	1.00	Director	$0	$0	$0
DAVID NELSON	BOARD MEMBER	1.00	Director	$0	$0	$0
ELAINE SPALDING	BOARD MEMBER	1.00	Director	$0	$0	$0
JONATHAN WILLIAMS	BOARD MEMBER	1.00	Director	$0	$0	$0
KEVIN AUTEN	BOARD MEMBER	1.00	Director	$0	$0	$0
ROD CRIDER	BOARD MEMBER	1.00	Director	$0	$0	$0
BRIAN SMITH	BOARD MEMBER	1.00	Director	$0	$0	$0
KELLY WITHERS	BOARD MEMBER	1.00	Director	$0	$0	$0
MELONIE THOMPSON	BOARD MEMBER	1.00	Director	$0	$0	$0
DON RUDDY	BOARD MEMBER	1.00	Director	$0	$0	$0
BOB HONEYCUTT	BOARD MEMBER	1.00	Director	$0	$0	$0
MICHELLE PATTERSON	BOARD MEMBER	1.00	Director	$0	$0	$0
JIM BEHMER	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
LORI YANG	VP OF PUBLIC RELATIONS	1.00	Officer Director	$0	$0	$0
DESIREE DUNSTON	PRESIDENT	1.00	Officer Director	$0	$0	$0
MARK LEWIS	SECRETARYTREASURER	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
2024	$1,140,390	$1,401,622	$1,697,163	$-261,232
2023	$1,174,215	$1,659,683	$1,948,756	$-485,468
2022	$1,370,463	$1,469,947	$2,457,595	$-99,484
2021	$1,387,214	$1,548,404	$2,550,580	$-161,190
2020	$1,428,768	$1,707,168	$2,741,412	$-278,400
2019	$1,469,033	$1,434,357	$2,967,841	$34,676
2018	$1,637,533	$1,559,918	$2,937,440	$77,615

ROWAN COUNTY UNITED WAY INC