UNITED FUND OF SURRY INC (EIN 560689458) - 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

1970

Legal Domicile

Principal Officer

TINA BUTCHER

Phone

3367893087

Tax Period

2024-10-01 to 2025-09-30

UNITED FUND OF SURRY INC, founded in 1970, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $520K in total revenue in fiscal year 2024. Expenses of $445K left a modest 14% surplus.

Mission

FUNDRAISING ORGANIZATION FOR LOCAL ORGANIZATIONS

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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 $516,924

Program Service Revenue $0

Investment Income $2,837

Other Revenue $0

TOTAL REVENUE $519,761

Expense Breakdown

Grants Paid $255,250

Salaries & Benefits $81,379

Fundraising Expenses $109,352

Program Expenses $260,622

Other Expenses $107,971

TOTAL EXPENSES $444,600

Year-over-Year Comparison

	2024	2023	Change
Revenue	$519,761	$527,770	0.0%
Expenses	$444,600	$520,853	-0.1%
Net Income	$75,161	$6,917	+9.9%

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

N/A

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

$55,633

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BEN GRIFFIN	DIRECTOR	1.00	Director	$0	$0	$0
JOHN JONCZAK	CHAIRMAN	1.00	Officer Director	$0	$0	$0
RALEIGH SCALES	1ST VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
LENISE LYNCH	DIRECTOR	1.00	Director	$0	$0	$0
TRACI GEORGE	DIRECTOR	1.00	Director	$0	$0	$0
KABRI WHITE	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTI SMILEY	2ND VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
JARED MOSER	DIRECTOR	1.00	Director	$0	$0	$0
JESSICA MONTGOMERY	PERSONNEL CHAIRMAN	1.00	Officer Director	$0	$0	$0
TINA BUTCHER	TREASURER	1.00	Officer Director	$0	$0	$0
JOE JESSUP	MARKETING CHAIRMAN	1.00	Officer Director	$0	$0	$0
SOMMER COALSON	DIRECTOR	1.00	Director	$0	$0	$0
MELISSA HIATT	EXECUTIVE DIRECTOR	40.00	Officer	$55,633	$0	$55,633

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	$519,761	$444,600	$365,746	$75,161
2024	$527,770	$520,853	$286,218	$6,917
2023	$565,588	$559,904	$330,399	$5,684
2022	$462,608	$400,303	$340,828	$62,305
2021	$380,587	$434,099	$295,677	$-53,512
2020	$428,958	$420,184	$351,689	$8,774

UNITED FUND OF SURRY INC