TRIDENT UNITED WAY (EIN 570314378) - 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

1944

Legal Domicile

Principal Officer

DJ HAMPTON

Phone

8437409000

Tax Period

2024-07-01 to 2025-06-30

TRIDENT UNITED WAY, founded in 1944, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $6.1M in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $8.9M exceeded revenue, resulting in a 45% operating deficit.

Mission

TRIDENT UNITED WAY IS UNITING THE TRI-COUNTY TO UPLIFT FAMILIES OUT OF POVERTY

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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 $5,462,428

Program Service Revenue $116,341

Investment Income $543,586

Other Revenue $24,916

TOTAL REVENUE $6,147,271

Expense Breakdown

Grants Paid $1,150,052

Salaries & Benefits $5,222,035

Fundraising Expenses $2,107,918

Program Expenses $6,105,792

Other Expenses $2,527,322

TOTAL EXPENSES $8,899,409

Year-over-Year Comparison

	2024	2023	Change
Revenue	$6,147,271	$5,521,631	+0.1%
Expenses	$8,899,409	$7,519,041	+0.2%
Net Income	$-2,752,138	$-1,997,410	+0.4%

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

Volunteers

3174

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

$816,239

Total Directors

$318,275

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CATHARINE ALMQUIST	DIRECTOR	2.00	Director	$0	$0	$0
RITA BERRY	DIRECTOR	2.00	Director	$0	$0	$0
PJ BROWNING	DIRECTOR	2.00	Director	$0	$0	$0
ERIC CRAINE	DIRECTOR	2.00	Director	$0	$0	$0
BRAD DAVIS	DIRECTOR	2.00	Director	$0	$0	$0
KEITH B FAULKNER	DIRECTOR	2.00	Director	$0	$0	$0
ROBERT FEI	DIRECTOR	2.00	Director	$0	$0	$0
TRAVIS FRANK	DIRECTOR	2.00	Director	$0	$0	$0
MOLLIE GORE	DIRECTOR	2.00	Director	$0	$0	$0
GREGORY HABIB	DIRECTOR	2.00	Director	$0	$0	$0
SCOTT HOWELL	DIRECTOR	2.00	Director	$0	$0	$0
DEON JACKSON JR	DIRECTOR	2.00	Director	$0	$0	$0
FRANCIS JOHNSON	DIRECTOR	2.00	Director	$0	$0	$0
JULIE KORNAHRENS	DIRECTOR	2.00	Director	$0	$0	$0
TODD LANT	DIRECTOR	2.00	Director	$0	$0	$0
MARK LATTANZIO	DIRECTOR	2.00	Director	$0	$0	$0
KATIE MCCRAVY	DIRECTOR	2.00	Director	$0	$0	$0
LAUREN NILAN	DIRECTOR	2.00	Director	$0	$0	$0
REV MARION PLATT	DIRECTOR	2.00	Director	$0	$0	$0
CASSANDRA PRICE	DIRECTOR	2.00	Director	$0	$0	$0
MARCELA RABENS	DIRECTOR	2.00	Director	$0	$0	$0
MICHAEL SCARAFILE	DIRECTOR	2.00	Director	$0	$0	$0
GEONA SHAW JOHNSON	DIRECTOR	2.00	Director	$0	$0	$0
JEROME SMALLS	DIRECTOR	2.00	Director	$0	$0	$0
RICHARD WARING	DIRECTOR	2.00	Director	$0	$0	$0
FRANCES WELCH	DIRECTOR	2.00	Director	$0	$0	$0
JEREMY WILLITS	DIRECTOR	2.00	Director	$0	$0	$0
STUART E WOODCOCK	DIRECTOR	2.00	Director	$0	$0	$0
WILLIAM ZOBEL	DIRECTOR	2.00	Director	$0	$0	$0
JIMMY STATON	DIRECTOR	2.00	Director	$0	$0	$0
DAVID J HAMPTON	PRESIDENT & CEO	50.00	Officer Director	$262,429	$55,846	$318,275
DAVID J WASSERMAN	CHIEF FINANCIAL OFFICER	50.00	Officer	$147,308	$32,302	$179,610
NATASHA CHATMAN	CHIEF INNOVATION OFFICER	50.00	Officer	$118,160	$30,357	$148,517
BRIDGET LAIRD	CHIEF ADVANCEMENT OFFICER	50.00	Officer	$40,916	$2,107	$43,023
ILZE ASTAD	CHIEF IMPACT OFFICER	50.00	Officer	$110,305	$16,509	$126,814
BARBARA MELVIN	BOARD CHAIR	5.00	Officer Director	$0	$0	$0
WENDY KOPP	ADVANCEMENT COMMITTEE CHAI	5.00	Officer Director	$0	$0	$0
MELANIE STITH	BOARD CHAIR ELECT	5.00	Officer Director	$0	$0	$0
MICHAEL SAMUEL	CAMPAIGN CABINET CHAIR	5.00	Officer Director	$0	$0	$0
CHRISTOPHER GLENN	AUDIT COMMITTEE CHAIR	5.00	Officer Director	$0	$0	$0
RUHAMAH GROOMS	AFRICAN AMERICAN LEADERSHIP COUNCIL CHAIR	5.00	Officer Director	$0	$0	$0
COURTNEY HOWARD	COMMUNITY IMPACT COMMITTEE	5.00	Officer Director	$0	$0	$0
SHAWAN GILLIANS	FINANCE CHAIR	5.00	Officer Director	$0	$0	$0
BRENDA SZYMANOWSKI	INVESTMENT COMMITTEE CHAIR	5.00	Officer Director	$0	$0	$0
PETER LAMOTTE	MARKETING & COMMUNICATIONS	5.00	Officer Director	$0	$0	$0
BRIANNA JOHNSON	WOMEN UNITED CHAIR	5.00	Officer Director	$0	$0	$0
LEE PARKER	YOUNG LEADERS UNITED CHAIR	5.00	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	$6,147,271	$8,899,409	$17,058,618	$-2,752,138
2024	No data	No data	No data	No data
2023	$6,110,823	$5,594,698	$20,337,609	$516,125
2022	$7,714,976	$7,683,838	$19,655,508	$31,138
2021	$7,996,754	$7,056,598	$21,229,103	$940,156
2020	$8,069,654	$8,402,269	$19,063,609	$-332,615
2019	$7,213,892	$9,044,019	$19,380,310	$-1,830,127
2018	$9,234,532	$8,947,135	$20,677,821	$287,397

TRIDENT UNITED WAY