CALDWELL COUNTY UNITED FUND INC (EIN 566067038) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1945

Legal Domicile

Principal Officer

JAMIE WILLIS

Phone

8287589300

Tax Period

2023-07-01 to 2024-06-30

CALDWELL COUNTY UNITED FUND INC, founded in 1945, is a small nonprofit that reported $355K in total revenue in fiscal year 2023. Revenue decreased 10% compared to the prior year. Expenses of $426K exceeded revenue, resulting in a 20% operating deficit.

Mission

THE ORGANIZATIONS MISSION IS TO RAISE FUNDS THROUGH AN ANNUAL FUNDRAISING DRIVE AND DISTRIBUTE THE FUNDS TO PARTICIPATING AGENCIES THAT PROVIDE COMMUNITY AND PUBLIC HEALTH

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $346,437

Program Service Revenue $0

Investment Income $8,359

Other Revenue $0

TOTAL REVENUE $354,796

Expense Breakdown

Grants Paid $274,572

Salaries & Benefits $82,138

Fundraising Expenses $67,072

Program Expenses $311,317

Other Expenses $68,883

TOTAL EXPENSES $425,593

Year-over-Year Comparison

	2023	2022	Change
Revenue	$354,796	$395,216	-0.1%
Expenses	$425,593	$403,993	+0.1%
Net Income	$-70,797	$-8,777	+7.1%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$72,029

Total Directors

$72,029

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JESSE TRIVETTE	PRESIDENT	1.00	Officer	$0	$0	$0
JAMIE WILLIS	EXECUTIVE DIRECTOR	40.00	Officer Director	$68,050	$0	$72,029
KAITLYN CRAWFORD	CAMPAIGN CHAIR	1.00	Director	$0	$0	$0
JON BLAIR	TREASURER	1.00	Officer	$0	$0	$0
JUSTIN BARBER	DIRECTOR	1.00	Director	$0	$0	$0
ALLISON BUTLER	DIRECTOR	1.00	Officer	$0	$0	$0
HANNAH MORRISON	DIRECTOR	1.00	Officer	$0	$0	$0
WILLIAM ROMERO	DIRECTOR	1.00	Director	$0	$0	$0
HANNAH ROMERO	DIRECTOR	1.00	Director	$0	$0	$0
SUSAN STRAWN	DIRECTOR	1.00	Director	$0	$0	$0
TIASHA TAYLOR	DIRECTOR	1.00	Director	$0	$0	$0
KRISTY MONEY	DIRECTOR	1.00	Director	$0	$0	$0
ANDREW ORTIZ	DIRECTOR	1.00	Director	$0	$0	$0
BRIANNA WERT	DIRECTOR	1.00	Director	$0	$0	$0
SARA WERT	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
2025	No data	No data	No data	No data
2024	$354,796	$425,593	$596,931	$-70,797
2023	$395,216	$403,993	$473,223	$-8,777
2022	$402,782	$403,212	$481,594	$-430
2021	$404,892	$341,470	$482,578	$63,422
2020	$441,409	$531,044	$424,985	$-89,635
2019	$423,095	$522,920	$615,990	$-99,825

CALDWELL COUNTY UNITED FUND INC