UNITED WAY OF THE GREATER TRIANGLE INC (EIN 561949103) - 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

1995

Legal Domicile

Principal Officer

ERIC GUCKIAN

Phone

9194608687

Tax Period

2023-07-01 to 2024-06-30

UNITED WAY OF THE GREATER TRIANGLE INC, founded in 1995, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $7.2M in total revenue in fiscal year 2023. Revenue decreased 5% compared to the prior year. Expenses of $8.0M exceeded revenue, resulting in a 11% operating deficit.

Mission

TO ERADICATE POVERTY AND INCREASE SOCIAL MOBILITY THROUGH THE POWER OF PARTNERSHIPS.

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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 (2023)

Revenue Breakdown

Contributions & Grants $7,079,458

Program Service Revenue $9,469

Investment Income $10,757

Other Revenue $97,139

TOTAL REVENUE $7,196,823

Expense Breakdown

Grants Paid $4,451,560

Salaries & Benefits $2,413,385

Fundraising Expenses $861,531

Program Expenses $6,368,431

Other Expenses $1,138,822

TOTAL EXPENSES $8,003,767

Year-over-Year Comparison

	2023	2022	Change
Revenue	$7,196,823	$7,578,652	-0.1%
Expenses	$8,003,767	$9,477,102	-0.2%
Net Income	$-806,944	$-1,898,450	-0.6%

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

4500

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

$435,380

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAY IRBY	BOARD CHAIR (2/1/24-6/30/24	2.00	Officer Director	$0	$0	$0
LINDA SHROPSHIRE-EUDY	BOARD CHAIR (7/1/23-1/31/24)	2.00	Officer Director	$0	$0	$0
JOAN NELSON	VICE CHAIR	2.00	Officer Director	$0	$0	$0
JESS GEORGE	SECRETARY	2.00	Officer Director	$0	$0	$0
BYRON KIRKLAND	IMMEDIATE PAST CHAIR	2.00	Officer Director	$0	$0	$0
GREG WINKLER	PAST CHAIR	2.00	Officer Director	$0	$0	$0
DELORES BAILEY	DIRECTOR	1.00	Director	$0	$0	$0
CREIGHTON BLACKWELL	DIRECTOR	1.00	Director	$0	$0	$0
OTTO BREITSCHWERDT	DIRECTOR	1.00	Director	$0	$0	$0
AUTRICE CAMPBELL LONG	DIRECTOR	1.00	Director	$0	$0	$0
HEIDI CHAN	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL DEPAOLIS	DIRECTOR	1.00	Director	$0	$0	$0
CLAYTON DORN	DIRECTOR	1.00	Director	$0	$0	$0
LOUIS DUKE	DIRECTOR	1.00	Director	$0	$0	$0
DAVID ELLIS	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL GOODMON	DIRECTOR	1.00	Director	$0	$0	$0
PHILLIP GRAHAM	DIRECTOR	1.00	Director	$0	$0	$0
DAVID HAINES	DIRECTOR	1.00	Director	$0	$0	$0
ANNE HOWARD	DIRECTOR	1.00	Director	$0	$0	$0
ROGER KEMBLE	DIRECTOR	1.00	Director	$0	$0	$0
PETER MORRIS	DIRECTOR	1.00	Director	$0	$0	$0
RAHUL PAGIDIPATI	DIRECTOR	1.00	Director	$0	$0	$0
RON PRINGLE	DIRECTOR	1.00	Director	$0	$0	$0
DAVID REESE	DIRECTOR	1.00	Director	$0	$0	$0
BRADLEY RETZLAFF	DIRECTOR	1.00	Director	$0	$0	$0
EVAN SITTON	DIRECTOR	1.00	Director	$0	$0	$0
CRYSTAL WILSON	DIRECTOR	1.00	Director	$0	$0	$0
ERIC GUCKIAN	CEO	40.00	Officer	$245,417	$18,170	$263,587
DAVID MILLS	CFO	40.00	Officer	$157,500	$14,293	$171,793
NICHOLAS ALLEN	CHIEF PROGRAM OFFICER	40.00	Highest	$177,127	$15,133	$192,260
EMILIE SMITH	CHIEF OF STAFF	24.00	Highest	$200,325	$0	$200,325
DANETTE CHADWICK	DIRECTOR OF CORPORATE PHILANTHROPY	40.00	Highest	$104,408	$12,202	$116,610
ADRIANNE MOODY	CHIEF PHILANTHROPY OFFICER	40.00	Highest	$123,205	$12,405	$135,610

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	No data	No data	No data	No data
2024	$7,196,823	$8,003,767	$2,959,376	$-806,944
2023	$7,578,652	$9,477,102	$5,232,782	$-1,898,450
2022	$10,685,118	$12,711,395	$8,988,793	$-2,026,277
2021	$13,999,044	$11,140,402	$10,861,522	$2,858,642
2020	$9,987,841	$10,043,235	$6,788,084	$-55,394
2019	$9,109,752	$8,894,346	$6,959,723	$215,406

UNITED WAY OF THE GREATER TRIANGLE INC