Union County Community Action 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

1966

Legal Domicile

Phone

7042837583

Tax Period

2024-10-01 to 2025-09-30

Union County Community Action Inc, founded in 1966, is a community nonprofit in the Human Services sector that reported $8.5M in total revenue in fiscal year 2024.

Mission

THE PURPOSE IS TO PROVIDE EDUCATIONAL, EMPLOYMENT AND FINANCIAL ASSISTANCE TO LOW INCOME RESIDENTS OF UNION, ANSON AND RICHMOND COUNTY, N.C.

Program Service Accomplishments

Program 1

Expenses: $6,326,504

HEAD START/EARLY HEAD START: HEAD START PURPOSES ARE TO PROVIDE EDUCATION, DEVELOPMENT, SOCIALIZATION, HEALTH & NUTRITION SERVICES TO 3-4 YEAR OLD CHILDREN. EARLY HEAD START PURPOSES ARE TO PROVIDE HEALTH, NUTRITION, AND DEVELOPMENTAL SERVICES TO PREGNANT MOTHERS AND INFANTS/TODDLERS AGE BIRTH THROUGH 2.

Program 2

Expenses: $386,849

THE N.C. PRE-KINDERGARTEN PROGRAM IS STATE-FUNDED. THIS PROGRAM, THROUGH A SPECIFIC PRE-SCHOOL CURRICULUM, HELPS PREPARE FOUR YEAR OLDS FOR SCHOOL.

Program 3

Expenses: $254,203

THE COMMUNITY SERVICES BLOCK GRANT'S PROPEL PROGRAM PROVIDES PROFESSIONAL READINESS OPPORTUNITIES FOR LOW-INCOME FAMILIES TO ACHIEVE ECONOMIC SELF-SUFFICIENCY. INTENSIVE COACHING SERVICES AND...

THE COMMUNITY SERVICES BLOCK GRANT'S PROPEL PROGRAM PROVIDES PROFESSIONAL READINESS OPPORTUNITIES FOR LOW-INCOME FAMILIES TO ACHIEVE ECONOMIC SELF-SUFFICIENCY. INTENSIVE COACHING SERVICES AND FINANCIAL ASSISTANCE HELP PROVIDE ELIGIBLE PARTICIPANTS WITH SUPPORT FOR EDUCATIONAL ADVANCEMENT, CAREER PLANNING AND ASSESSMENT, WORK EXPERIENCE, AND EMPLOYMENT WORKSHOPS TO HELP DEVELOP THE SKILLS NECESSARY TO OBTAIN EMPLOYMENT. 47 FAMILIES BENEFITED FROM THE STANDARD CSGB PROGRAM.

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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 $8,549,205

Program Service Revenue $0

Investment Income $-8,320

Other Revenue $0

TOTAL REVENUE $8,540,885

Expense Breakdown

Grants Paid $0

Salaries & Benefits $6,180,214

Fundraising Expenses $0

Program Expenses $7,550,870

Other Expenses $2,342,239

TOTAL EXPENSES $8,522,453

Year-over-Year Comparison

	2024	2023	Change
Revenue	$8,540,885	$8,550,405	0.0%
Expenses	$8,522,453	$8,362,558	+0.0%
Net Income	$18,432	$187,847	-0.9%

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

Employees

148

Volunteers

328

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

$381,621

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID BROOME	TREASURER	1.0	Officer Director	$0	$0	$0
DEBORAH BYRUM	VICE CHAIRPERSON	1.5	Officer Director	$0	$0	$0
ISABELLE GILLESPIE	SECRETARY	1.0	Officer Director	$0	$0	$0
MATTHEW DEFORREST	CHAIRPERSON	2.0	Officer Director	$0	$0	$0
MELBIA HELMS	LIASON TO PC	1.0	Officer Director	$0	$0	$0
BROWNIE IRVING	MEMBER	1.0	Director	$0	$0	$0
GRADY BURNS	MEMBER	1.0	Director	$0	$0	$0
HAROLD BELTON	MEMBER	1.0	Director	$0	$0	$0
LASONYA TOWNSEND	MEMBER	1.0	Director	$0	$0	$0
LORENZO RICHARDSON	MEMBER	1.0	Director	$0	$0	$0
SHARLEEN SAWYER	MEMBER	1.0	Director	$0	$0	$0
ELIZABETH LEONARD	DIRECTOR OF FINANCE	40.0	Officer	$103,822	$5,465	$109,287
ERIC FAULKNER	EXECUTIVE DIRECTOR	40.0	Officer	$116,267	$15,081	$131,348
JENNY R MCGUIRT	EXECUTIVE DIRECTOR	40.0	Officer	$125,762	$15,224	$140,986
DARREN COLE	DIRECTOR OF INFORMATION TECHNOLOGY	40.0	Highest	$105,721	$14,751	$120,472
SHANORDE WILLIAMS	DIRECTOR OF CHILDREN AND FAMILY	40.0	Highest	$102,514	$14,979	$117,493

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	$8,540,885	$8,522,453	$3,376,183	$18,432
2024	$8,550,405	$8,362,558	$3,215,159	$187,847
2023	$9,000,606	$8,592,235	$3,043,511	$408,371
2022	$7,674,573	$7,746,397	$2,008,597	$-71,824
2021	$8,366,700	$7,661,719	$2,766,376	$704,981
2020	$7,063,996	$7,099,568	$1,874,151	$-35,572
2019	$8,852,276	$8,943,989	$1,866,126	$-91,713
2018	$8,068,911	$8,101,357	$1,865,008	$-32,446