CHEROKEE COUNTY UNITED FUND INC (EIN 561421000) - 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

CHRIS MORHARDT

Phone

8288359465

Tax Period

2022-10-01 to 2023-09-30

CHEROKEE COUNTY UNITED FUND INC, founded in 1969, is a micro nonprofit that reported $55K in total revenue in fiscal year 2022.

Mission

RAISE MONEY FOR LOCAL NON-PROFITS

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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 (2022)

Revenue Breakdown

Contributions & Grants $47,240

Program Service Revenue $0

Investment Income $0

Other Revenue $7,536

TOTAL REVENUE $54,776

Expense Breakdown

Grants Paid $23,770

Salaries & Benefits $20,650

Fundraising Expenses $7,555

Program Expenses $34,872

Other Expenses $11,433

TOTAL EXPENSES $55,853

Year-over-Year Comparison

	2022	2021	Change
Revenue	$54,776	$54,673	+0.0%
Expenses	$55,853	$48,813	+0.1%
Net Income	$-1,077	$5,860	-1.2%

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

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
CHRIS MORHARDT	PRESIDENT	1.00	Officer	$0	$0	$0
BARBARA EL-KHOURI	VICE PRESIDE	1.00	Officer	$0	$0	$0
MARJI HILL	SECRETARY	1.00	Officer	$0	$0	$0
KELLY L CRAWFORD	TREASURER	1.00	Officer	$0	$0	$0
KAY WORDEN	PAST PRESIDE	1.00	Officer	$0	$0	$0
JOSEPH CHILTON	DIRECTOR	1.00	Director	$0	$0	$0
ROY JUSTIN BYERS	DIRECTOR	1.00	Director	$0	$0	$0
JODY DENNY	DIRECTOR	1.00	Director	$0	$0	$0
AMANDA MCGEE	DIRECTOR	1.00	Director	$0	$0	$0
LINDA RAY	DIRECTOR	1.00	Director	$0	$0	$0
JIM RICH	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTINE STANDISH	DIRECTOR	1.00	Director	$0	$0	$0
CURT WHEELER	DIRECTOR	1.00	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
2023	$54,776	$55,853	$11,252	$-1,077
2022	$54,673	$48,813	$14,401	$5,860
2021	$33,681	$47,513	$8,417	$-13,832
2020	$85,487	$73,096	$24,012	$12,391
2019	$46,290	$45,682	$9,909	$608
2018	$51,449	$50,201	$9,301	$1,248

CHEROKEE COUNTY UNITED FUND INC