UNION COUNTY 4H AND YOUTH DEVELOPMENT FOUNDATION (EIN 562114321) - 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

1998

Legal Domicile

Phone

7043022940

Tax Period

2025-01-01 to 2025-12-31

UNION COUNTY 4H AND YOUTH DEVELOPMENT FOUNDATION, founded in 1998, is a micro nonprofit in the Youth Development sector that reported $68K in total revenue in fiscal year 2025. Revenue surged 100% from the prior year, signaling strong growth momentum. The organization ran a surplus of $38K, a strong 55% operating margin.

Mission

TO DEVELOP FINANCIAL RESOURCES SUFFICIENT TO FUND THE ACTIVITIES AND PROGRAMS OF THE UNION COUNTY NORTH CAROLINA 4-H PROGRAM AND OTHER YOUTH DEVELOPMENT PROGRAMS IN THE COUNTY.

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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 $704

Program Service Revenue $0

Investment Income $67,090

Other Revenue $0

TOTAL REVENUE $67,794

Expense Breakdown

Grants Paid $27,736

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $29,976

Other Expenses $2,458

TOTAL EXPENSES $30,194

Year-over-Year Comparison

	2025	2024	Change
Revenue	$67,794	$33,818	+1.0%
Expenses	$30,194	$49,623	-0.4%
Net Income	$37,600	$-15,805	-3.4%

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

N/A

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
JERRY SIMPSON	PRESIDENT	3.00	Officer Director	$0	$0	$0
CHARLIE GRIFFIN	VICE PRESIDENT	0.50	Officer Director	$0	$0	$0
MARSHALL WATSON	SECRETARY	0.50	Officer Director	$0	$0	$0
TREY HOWEY	DIRECTOR	0.50	Director	$0	$0	$0
AMANDA PRICE	DIRECTOR	0.50	Director	$0	$0	$0
JAKE SIMMONS	DIRECTOR	0.50	Director	$0	$0	$0
BAXTER STARNES	DIRECTOR	0.50	Director	$0	$0	$0
JAMES KERR	DIRECTOR	0.50	Director	$0	$0	$0
JENNY TUTTLE	TREASURER	1.00	Officer 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
2025	$67,794	$30,194	$629,681	$37,600
2024	No data	No data	No data	No data
2023	$102,060	$73,682	$592,314	$28,378
2022	$44,510	$44,879	$576,025	$-369
2021	$46,828	$24,471	$576,394	$22,357

UNION COUNTY 4H AND YOUTH DEVELOPMENT FOUNDATION