BURKE COUNTY UNITED WAY (EIN 560929553) - 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

1969

Legal Domicile

Principal Officer

MAUREEN SCHWIND

Phone

8284330681

Tax Period

2024-07-01 to 2025-06-30

BURKE COUNTY UNITED WAY, founded in 1969, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $795K in total revenue in fiscal year 2024. Revenue surged 88% from the prior year, signaling strong growth momentum. The organization ran a surplus of $324K, a strong 41% operating margin.

Mission

BUILDING A STRONGER BURKE COUNTY COMMUNITY BY EMPOWERING SELF- SUFFICIENCY, INCREASING HOUSING STABILITY, AND FOSTERING OPPORTUNITIES AND SUCCESSES FOR YOUTH. WE ENVISION A COMMUNITY WHERE ALL BURKE COUNTY INDIVIDUALS AND FAMILIES ARE EQUIPPED TO LIVE INDEPENTLY AND THRIVE.

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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 $773,938

Program Service Revenue $0

Investment Income $26,152

Other Revenue $-4,721

TOTAL REVENUE $795,369

Expense Breakdown

Grants Paid $203,521

Salaries & Benefits $174,800

Fundraising Expenses $44,250

Program Expenses $380,624

Other Expenses $92,916

TOTAL EXPENSES $471,237

Year-over-Year Comparison

	2024	2023	Change
Revenue	$795,369	$423,540	+0.9%
Expenses	$471,237	$484,929	0.0%
Net Income	$324,132	$-61,389	-6.3%

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

$33,431

Total Directors

$33,431

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SCOTT BROOKS	VP OF FUND DEVELOPMENT & SPECIAL GIFTS	2.00	Officer Director	$0	$0	$0
SARAH CRISP	BOARD MEMBER	2.00	Officer Director	$0	$0	$0
CINDY DAVIES	PRESIDENT	2.00	Officer Director	$0	$0	$0
CONNIE FRANKLIN	BOARD MEMBER	2.00	Officer Director	$0	$0	$0
AMANDA GRADY	BOARD MEMBER	1.00	Director	$0	$0	$0
JOHN HAGAMANN	VP FUND DEVELOPMENT	1.00	Director	$0	$0	$0
KIM LOGAN	VP OF MARKETING & COMMUNIC	2.00	Officer Director	$0	$0	$0
PAT MOLL	VP FUND DEVELOPMENT	1.00	Director	$0	$0	$0
BARBARA MYERS	BOARD MEMBER	1.00	Director	$0	$0	$0
ERICA SCHWARTING HARRISON	BOARD MEMBER	1.00	Director	$0	$0	$0
CHERYL SHUFFLER	BOARD MEMBER	1.00	Director	$0	$0	$0
TAL STEPHANIDES	BOARD MEMBER	1.00	Director	$0	$0	$0
JOE TALLENT	SECRETARY	1.00	Director	$0	$0	$0
MAKAYLA VANCE	BOARD MEMBER	1.00	Director	$0	$0	$0
SHERI WATTS	TREASURER	1.00	Director	$0	$0	$0
ALAN WOOD	PAST PRESIDENT	1.00	Director	$0	$0	$0
MAUREEN MO SCHWIND	EXECUTIVE DIRECTOR	20.00	Officer Director	$33,431	$0	$33,431

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	$795,369	$471,237	$739,029	$324,132
2024	$423,540	$484,929	$410,180	$-61,389
2023	$355,261	$272,785	$474,808	$82,476
2022	$479,430	$213,306	$402,830	$266,124
2021	$417,976	$389,363	$196,249	$28,613
2020	$338,634	$307,299	$153,918	$31,335
2019	$328,424	$345,093	$159,817	$-16,669

BURKE COUNTY UNITED WAY