UNITED WAY OF PICKENS COUNTY

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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

1970

Legal Domicile

Tax Period

2023-01-01 to 2023-12-31

UNITED WAY OF PICKENS COUNTY, founded in 1970, is a community nonprofit that reported $2.3M in total revenue in fiscal year 2023. Revenue surged 39% from the prior year, signaling strong growth momentum.

Mission

THE MISSION OF THE UNITED WAY OF PICKENS COUNTY IS TO OPTIMIZE THE ORGANIZED CAPACITY OF PEOPLE TO CARE FOR ANOTHER WITH THE VISION TO LEAD PICKENS COUNTY IN CREATING AND DEVELOPING TALENTS AND RESOURCES TO ENHANCE THE QUALITY OF LIFE FOR INDIVIDUALS, FAMILIES AND THE COMMUNITY.

Program Service Accomplishments

Program 1

Expenses: $2,014,510

COMMUNITY IMPACT PROGRAM - COMMUNITY IMPACT WAS DEVELOPED AND IMPLEMENTED IN 2008 AS A WAY TO IDENTIFY LOCAL ISSUES OF CONCERN, SET SPECIFIC COMMUNITY GOALS AND TO CREATE LONG-TERM POSITIVE CHANGES IN THE LIVES OF THE RESIDENTS. THIS PROGRAM INVOLVES AGENCY SUPPORT, PROGRAM REVIEW AND INVESTMENT, COMMUNITY COLLABORATION, COMMUNITY INVESTMENT , EDUCATION, INFORMATION AND REFERRAL, AND EMERGENCY FOOD AND SHELTER.

Program 2

Expenses: $20,529

VOLUNTEERISM PROGRAM - VOLUNTEERISM IS AN EFFECTIVE WAY TO INTERJECT PUBLIC PARTICIPATION INTO THE ORGANIZATIONS OPERATIONS AND DECISION MAKING PROCESS. VOLUNTEERISM ALSO PROVIDES INDIVIDUALS AND...

VOLUNTEERISM PROGRAM - VOLUNTEERISM IS AN EFFECTIVE WAY TO INTERJECT PUBLIC PARTICIPATION INTO THE ORGANIZATIONS OPERATIONS AND DECISION MAKING PROCESS. VOLUNTEERISM ALSO PROVIDES INDIVIDUALS AND BUSINESSES IN THE COMMUNITY TRAINING IN THE AREAS OF PROVIDING FOR COMMUNITY NEEDS AND IN ADVOCATING THE CAUSES OF THE PROVIDER ORGANIZATIONS.

Program 3

Expenses: $14,970

211 CALL PROGRAM - THE PICKENS COUNTY 2-1-1 CALL PROGRAM PROVIDES VALUE IN CONNECTING PEOPLE TO LOCAL NON-PROFIT, FAITH-BASED ORGANIZATIONS AND PUBLIC SERVICES QUICKLY, EASILY AND CONFIDENTIALLY FOR THE PURPOSE OF EITHER RECEIVING OR GIVING HELP IN MEETING HUMAN SERVICE NEEDS OR IN THE AFTERMATH OF DISASTER. THE SERVICE IS AVAILABLE AT NO COST TO CALLERS.

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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 $2,279,339

Program Service Revenue $0

Investment Income $43,949

Other Revenue $0

TOTAL REVENUE $2,323,288

Expense Breakdown

Grants Paid $61,019

Salaries & Benefits $848,684

Fundraising Expenses $147,132

Program Expenses $2,050,009

Other Expenses $1,401,534

TOTAL EXPENSES $2,311,237

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,323,288	$1,669,395	+0.4%
Expenses	$2,311,237	$1,758,931	+0.3%
Net Income	$12,051	$-89,536	-1.1%

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

N/A

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

$104,860

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JULIE CAPALDI	EXECUTIVE DIRECTOR	40.00	Officer	$98,000	$6,860	$104,860
DEBORAH CARMICAL	BOARD MEMBER	1.00	Director	$0	$0	$0
JERRY ALLEN	BOARD MEMBER	1.00	Director	$0	$0	$0
JIM KAPLAN	BOARD MEMBER	1.00	Director	$0	$0	$0
LUCAS DURHAM	CHAIRMAN	1.00	Director	$0	$0	$0
SKEET HOLLAND	BOARD MEMBER	1.00	Director	$0	$0	$0
JULIE THOMPSON	BOARD MEMBER	1.00	Director	$0	$0	$0
BURNETT KELLY	BOARD MEMBER	1.00	Director	$0	$0	$0
WILL RAGSDALE	TREASURER	1.00	Officer Director	$0	$0	$0
JEFF PUTMAN	BOARD MEMBER	1.00	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
2024	No data	No data	No data	No data
2023	$2,323,288	$2,311,237	$2,222,156	$12,051
2022	$1,669,395	$1,758,931	$2,073,145	$-89,536
2021	$736,289	$619,136	$2,485,344	$117,153
2021	$1,280,705	$1,009,067	$2,448,775	$271,638
2021	$736,289	$619,136	$2,485,344	$117,153
2020	$1,386,754	$1,206,278	$1,829,992	$180,476
2019	$1,114,814	$1,220,503	$1,557,188	$-105,689
2018	$1,272,016	$1,087,559	$1,656,276	$184,457