CATAWBA COUNTY UNITED WAY INC

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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

1985

Legal Domicile

Principal Officer

MARK BUMGARNER

Phone

8283276851

Tax Period

2025-01-01 to 2025-06-30

CATAWBA COUNTY UNITED WAY INC, founded in 1985, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $382K in total revenue in fiscal year 2025. Revenue fell 67% from the prior year — a significant decline worth monitoring. Expenses of $1.0M exceeded revenue, resulting in a 173% operating deficit.

Mission

THE MISSION OF CATAWBA COUNTY UNITED WAY IS TO BUILD RELATIONSHIPS AND TO SUPPORT OUR COMMUNITY THROUGH COLLABORATION, COMPASSION AND PURPOSE.

Program Service Accomplishments

Program 1

Expenses: $935,109 Revenue: $17,112

CATAWBA COUNTY UNITED WAY PROVIDES FUNDING TO SUPPORT 16 LOCAL NON PROFIT AGENCIES THAT SERVE THE INCOME, HEALTH AND EDUCATION IMPACT AREAS OF CATAWBA AND SURROUNDING COUNTIES. THE UNITED WAY ALSO...

CATAWBA COUNTY UNITED WAY PROVIDES FUNDING TO SUPPORT 16 LOCAL NON PROFIT AGENCIES THAT SERVE THE INCOME, HEALTH AND EDUCATION IMPACT AREAS OF CATAWBA AND SURROUNDING COUNTIES. THE UNITED WAY ALSO FUNDS VARIOUS SPECIAL PROJECTS DURING THE YEAR INCLUDING 211 CALL CENTER, BACKPACK YOUTH, CHRISTMAS BUREAU, YOUTH COUNCIL AND OTHER SPECIFIC NEEDS WITHIN THE COMMUNITY.

Program 2

CATAWBA COUNTY UNITED WAY WORKS WITHIN THE COMMUNITY TO OPERATE PROGRAMS IN THE PUBLIC INFORMATION AND COLLABORATION PROGRAM AREA.

Program 3

CATAWBA COUNTY UNITED WAY WORKS WITHIN THE COMMUNITY TO OPERATE PROGRAMS IN THE PLANNING AND EVALUATION AREA.

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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 (2025)

Revenue Breakdown

Contributions & Grants $364,722

Program Service Revenue $0

Investment Income $17,112

Other Revenue $0

TOTAL REVENUE $381,834

Expense Breakdown

Grants Paid $710,621

Salaries & Benefits $205,925

Fundraising Expenses $55,908

Program Expenses $935,109

Other Expenses $125,442

TOTAL EXPENSES $1,041,988

Year-over-Year Comparison

	2025	2024	Change
Revenue	$381,834	$1,145,007	-0.7%
Expenses	$1,041,988	$1,425,666	-0.3%
Net Income	$-660,154	$-280,659	+1.4%

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

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
JOHANN LOUCHEZ	PAST PRESIDENT	2.00	Officer Director	$0	$0	$0
DR KIRSTEN MAYNARD	PRESIDENT	2.00	Officer Director	$0	$0	$0
JOANNA VIOLA	TREASURER	2.00	Officer Director	$0	$0	$0
MELISSA ALDRICH	CAMPAIGN CHAIR	2.00	Officer Director	$0	$0	$0
KAREN HARRINGTON	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
JENNIFER WHIPPLE	MEMBER AT LARGE	1.00	Officer Director	$0	$0	$0
CASSIA DOWDY	BOARD MEMBER	1.00	Director	$0	$0	$0
HONEY ESTRADA	BOARD MEMBER	1.00	Director	$0	$0	$0
JAY TEETER	BOARD MEMBER	1.00	Director	$0	$0	$0
RAE THOMPSON	BOARD MEMBER	1.00	Director	$0	$0	$0
PAUL MURRAY	BOARD MEMBER	1.00	Director	$0	$0	$0
KIMBERLY WHITLEY	BOARD MEMBER	1.00	Director	$0	$0	$0
DR FELICIA SIMMONS	BOARD MEMBER	1.00	Director	$0	$0	$0
MARCHETA CAMPBELL	BOARD MEMBER	1.00	Director	$0	$0	$0
BEVERLY DANNER	BOARD MEMBER	1.00	Director	$0	$0	$0
SARAH RHODES	BOARD MEMBER	1.00	Director	$0	$0	$0
TAMMY SMITH	BOARD MEMBER	1.00	Director	$0	$0	$0
DR JENNIFER GRIFFIN	BOARD MEMBER	1.00	Director	$0	$0	$0
MICHAEL EDWARDS	BOARD MEMBER	1.00	Director	$0	$0	$0
THAD SCRONCE	BOARD MEMBER	1.00	Director	$0	$0	$0
ANNETTE FORBES	BOARD MEMBER	1.00	Director	$0	$0	$0
DR AMY WOOD	BOARD MEMBER	1.00	Director	$0	$0	$0
CODY WIGLEY	BOARD MEMBER	1.00	Director	$0	$0	$0
REED BAER	BOARD MEMBER	1.00	Director	$0	$0	$0
JANNA CHILTON	BOARD MEMBER	1.00	Director	$0	$0	$0
DENNIS JOHNSON	BOARD MEMBER	1.00	Director	$0	$0	$0
MARK BUMGARNER	EXECUTIVE DIRECTOR	40.00	Officer	$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
2025	$381,834	$1,041,988	$2,182,760	$-660,154
2024	$1,145,007	$1,425,666	$2,410,909	$-280,659
2023	$1,100,848	$1,287,984	$2,527,828	$-187,136
2022	$1,292,142	$1,161,990	$2,722,326	$130,152
2021	$1,161,459	$1,106,640	$2,586,138	$54,819
2020	$1,130,311	$1,361,724	$2,549,294	$-231,413
2019	$1,440,909	$1,343,807	$2,813,878	$97,102
2018	$1,222,497	$1,270,615	$2,733,315	$-48,118