UNITED WAY OF THE MIDLANDS (EIN 570314396) - 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

1954

Legal Domicile

Principal Officer

SARA FAWCETT

Phone

8037335405

Tax Period

2023-07-01 to 2024-06-30

UNITED WAY OF THE MIDLANDS, founded in 1954, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $21.8M in total revenue in fiscal year 2023. Revenue surged 67% from the prior year, signaling strong growth momentum. The organization ran a surplus of $8.4M, a strong 38% operating margin.

Mission

UNITED WAY CONNECTS PEOPLE AND RESOURCES TO IMPROVE THE QUALITY OF LIFE IN THE MIDLANDS. UNITED WAY INVESTS IN A BROAD RANGE OF COMMUNITY PROGRAMS THAT INCREASE ACCESS TO HEALTH CARE, IMPROVE STUDENT SUCCESS, ASSIST PEOPLE IN CRISIS TO ACHIEVE LONG TERM STABILITY.

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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 $20,837,215

Program Service Revenue $337,888

Investment Income $388,467

Other Revenue $217,084

TOTAL REVENUE $21,780,654

Expense Breakdown

Grants Paid $5,843,502

Salaries & Benefits $5,084,643

Fundraising Expenses $1,994,893

Program Expenses $10,522,450

Other Expenses $2,331,616

TOTAL EXPENSES $13,420,706

Year-over-Year Comparison

	2023	2022	Change
Revenue	$21,780,654	$13,051,883	+0.7%
Expenses	$13,420,706	$14,021,497	0.0%
Net Income	$8,359,948	$-969,614	-9.6%

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

2223

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

$405,454

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SARA FAWCETT	PRESIDENT & CEO	50.00	Officer	$239,749	$43,586	$283,335
DR TAMARA STOCKTON	HIGHEST COMPENSATED EMPLOY	40.00	Highest	$164,267	$35,446	$199,713
JENNIFER MOORE	HIGHEST COMPENSATED EMPLOY	40.00	Highest	$121,615	$27,570	$149,185
GUNN OLSEN	HIGHEST COMPENSATED EMPLOY	40.00	Highest	$114,089	$28,008	$142,097
MARGARET NICHOLS	VP, FINANCE & ADMINISTRATI	40.00	Officer	$97,525	$24,594	$122,119
SCOTT GRAVES	CHAIR	1.00	Officer Director	$0	$0	$0
BRITTANY OWEN	VICE CHAIR	1.00	Officer Director	$0	$0	$0
KEVIN LINDLER	SECRETARY/TREASURER	1.00	Officer Director	$0	$0	$0
TIM ARNOLD	DIRECTOR	1.00	Director	$0	$0	$0
ROSLYN CLARK ARTIS	DIRECTOR	1.00	Director	$0	$0	$0
TOD AUGSBURGER	DIRECTOR	1.00	Director	$0	$0	$0
KATY BAIR	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL BIEDIGER	DIRECTOR	1.00	Director	$0	$0	$0
PEYTON BRYANT	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL BUNDY	DIRECTOR	1.00	Director	$0	$0	$0
TANYA BUTTS	DIRECTOR	1.00	Director	$0	$0	$0
GLEN CAULK	DIRECTOR	1.00	Director	$0	$0	$0
CRAIG CURREY	DIRECTOR	1.00	Director	$0	$0	$0
BARON DAVIS	DIRECTOR	1.00	Director	$0	$0	$0
SHANNON EICHELBERGER	DIRECTOR	1.00	Director	$0	$0	$0
CALVIN ELAM	DIRECTOR	1.00	Director	$0	$0	$0
TERRANCE FORD	DIRECTOR	1.00	Director	$0	$0	$0
JR GREEN	DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER GUGLIOTTI	DIRECTOR	1.00	Director	$0	$0	$0
MATTHEW HAMMOND	DIRECTOR	1.00	Director	$0	$0	$0
CHERYL HOLLAND	DIRECTOR	1.00	Director	$0	$0	$0
ANGELA JENKINS	DIRECTOR	1.00	Director	$0	$0	$0
GEORGE KING JR	DIRECTOR	1.00	Director	$0	$0	$0
TREVOR KNOX	DIRECTOR	1.00	Director	$0	$0	$0
JEREMY MARTIN	DIRECTOR	1.00	Director	$0	$0	$0
LEE MASHBURN JR	DIRECTOR	1.00	Director	$0	$0	$0
LIZ MCCARY	DIRECTOR	1.00	Director	$0	$0	$0
BEN REX	DIRECTOR	1.00	Director	$0	$0	$0
NICOLE SCOTT	DIRECTOR	1.00	Director	$0	$0	$0
RICHARD SLATER	DIRECTOR	1.00	Director	$0	$0	$0
DAVID SOLANO	DIRECTOR	1.00	Director	$0	$0	$0
DREW STEVENS	DIRECTOR	1.00	Director	$0	$0	$0
THOMAS TAFEL	DIRECTOR	1.00	Director	$0	$0	$0
JOANN TURNQUIST	DIRECTOR	1.00	Director	$0	$0	$0
JASON WOLFE	DIRECTOR	1.00	Director	$0	$0	$0
DEONNA WYLIE	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	$21,780,654	$13,420,706	$29,995,241	$8,359,948
2023	$13,051,883	$14,021,497	$20,781,941	$-969,614
2022	$12,356,591	$12,844,784	$21,822,205	$-488,193
2021	$22,230,288	$12,602,188	$23,632,670	$9,628,100
2020	$13,841,500	$13,583,734	$14,277,963	$257,766
2019	$13,275,594	$13,886,014	$13,624,639	$-610,420

UNITED WAY OF THE MIDLANDS