UNITED WAY OF SUMTER CLARENDON AND LEE COUNTIES INC (EIN 570339446) - 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

1941

Legal Domicile

Principal Officer

VICKI SINGLETON

Phone

8037737935

Tax Period

2023-01-01 to 2023-12-31

UNITED WAY OF SUMTER CLARENDON AND LEE COUNTIES INC, founded in 1941, is a small nonprofit that reported $505K in total revenue in fiscal year 2023. Revenue fell 32% from the prior year — a significant decline worth monitoring. Expenses of $569K exceeded revenue, resulting in a 13% operating deficit.

Mission

TO IDENTIFY HEALTH AND HUMAN SERVICE NEEDS OF SUMTER, CLAREDON, AND LEE COUNTIES, AND TRHOUGH AN ORGANIZED JOINT EFFORT, RAISE AND DISTRIBUTE FUNDS TO MEET THOSE NEEDS.

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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 $445,910

Program Service Revenue $51,750

Investment Income $2,312

Other Revenue $4,810

TOTAL REVENUE $504,782

Expense Breakdown

Grants Paid $127,018

Salaries & Benefits $290,738

Fundraising Expenses $43,065

Program Expenses $452,727

Other Expenses $150,901

TOTAL EXPENSES $568,657

Year-over-Year Comparison

	2023	2022	Change
Revenue	$504,782	$741,992	-0.3%
Expenses	$568,657	$981,698	-0.4%
Net Income	$-63,875	$-239,706	-0.7%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KIMBERLY JOLLY	DIRECTOR	1.00	Director	$0	$0	$0
ERRICKA JONES	DIRECTOR	1.00	Director	$0	$0	$0
DETRA MARDIS	DIRECTOR	1.00	Director	$0	$0	$0
DR VANESSA SMITH-CANTY	DIRECTOR	1.00	Director	$0	$0	$0
STEPHANIE SWINTON	DIRECTOR	1.00	Director	$0	$0	$0
SANDY VINING	DIRECTOR	1.00	Director	$0	$0	$0
CHUCK WILSON	DIRECTOR	1.00	Director	$0	$0	$0
KARI R CRUSE	COO	40.00	Officer	$0	$0	$0
JAY MONTGOMERY	CHAIRMAN	1.00	Officer	$0	$0	$0
HOWIE J OWENS	TREASURER	1.00	Officer	$0	$0	$0
VICKI SINGLETON	CEO	40.00	Officer	$0	$0	$0
DANIELLE THOMPSON	DERBY DAY CH	1.00	Officer	$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	No data	No data	No data	No data
2023	$504,782	$568,657	$775,741	$-63,875
2022	$741,992	$981,698	$821,960	$-239,706
2021	$1,300,212	$909,357	$1,180,162	$390,855
2020	$872,763	$807,255	$711,446	$65,508
2019	$741,561	$730,170	$693,170	$11,391
2018	$801,930	$854,441	$783,300	$-52,511

UNITED WAY OF SUMTER CLARENDON AND LEE COUNTIES INC