UNITED WAY OF WILSON COUNTY INC (EIN 566021445) - 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

1959

Legal Domicile

Principal Officer

JUDITH THURSTON

Phone

2522373194

Tax Period

2024-01-01 to 2024-12-31

UNITED WAY OF WILSON COUNTY INC, founded in 1959, is a small nonprofit that reported $910K in total revenue in fiscal year 2024. Revenue surged 20% from the prior year, signaling strong growth momentum. Net assets of $2.1M represent 28 months of operating reserves.

Mission

TO IMPROVE THE QUALITY OF LIFE IN WILSON COUNTY; THIS IS ACHIEVED THROUGH ACCOUNTABILITY, COMMITMENT, CARING, EXCELLENCE, FAIRNESS, HONESTY AND INTEGRITY. THE ORGANIZATIONS FUNDS QUALIFIED AGENCIES IN ORDER TO ASSIST THEM IN CARRYING OUT THEIR MISSION.

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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 $774,599

Program Service Revenue $0

Investment Income $45,254

Other Revenue $90,634

TOTAL REVENUE $910,487

Expense Breakdown

Grants Paid $460,716

Salaries & Benefits $271,857

Fundraising Expenses $160,762

Program Expenses $696,385

Other Expenses $245,146

TOTAL EXPENSES $977,719

Year-over-Year Comparison

	2024	2023	Change
Revenue	$910,487	$757,487	+0.2%
Expenses	$977,719	$884,710	+0.1%
Net Income	$-67,232	$-127,223	-0.5%

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

$121,977

Total Directors

$121,977

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JUDITH THURSTON	EXECUTIVE DI	48.00	Officer Director	$94,624	$27,353	$121,977
SCOTT BIDDLE	EX-OFFICIO	1.00	Officer Director	$0	$0	$0
CHARLES JEFFERS	PRESIDENT	1.00	Officer Director	$0	$0	$0
NORM OSBORN	PAST PRESIDE	N/A	Officer Director	$0	$0	$0
TAD RHODES	TREASURER	2.00	Officer Director	$0	$0	$0
JUDITH THURSTON	SECRETARY	1.00	Officer Director	$0	$0	$0
AUDREY WATSON	COMMUNITY IM	1.00	Officer Director	$0	$0	$0
MATT WHITLEY	EX-OFFICIO	N/A	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
2024	$910,487	$977,719	$2,541,597	$-67,232
2023	$757,487	$884,710	$2,635,664	$-127,223
2022	$899,632	$904,226	$2,317,614	$-4,594
2022	$637,942	$904,226	$2,055,924	$-266,284
2021	$1,135,928	$1,005,570	$2,318,863	$130,358
2020	$1,069,502	$1,225,340	$2,191,339	$-155,838
2019	$1,185,791	$1,333,093	$2,366,506	$-147,302
2018	$1,160,848	$1,317,660	$2,488,719	$-156,812

UNITED WAY OF WILSON COUNTY INC