UNITED WAY OF THE CSRA INC (EIN 580566155) - 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

1936

Legal Domicile

Principal Officer

BRITTANY BURNETT

Phone

7067245544

Tax Period

2024-01-01 to 2024-12-31

UNITED WAY OF THE CSRA INC, founded in 1936, is a community nonprofit that reported $3.9M in total revenue in fiscal year 2024. Revenue fell 25% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $1.1M, a strong 27% operating margin.

Mission

UNITED WAY OF THE CSRA LEADS THE WAY IN IDENTIFYING HEALTH AND HUMAN SERVICE NEEDS AND SECURING THE RESOURCES THAT ALLOW INDIVIDUALS AND FAMILIES TO ACHIEVE THEIR POTENTIAL THROUGH: EDUCATION FOR CHILDREN, YOUTH, AND ADULTS; FINANCIAL STABILITY; AND ACCESS TO RESOURCES TO BUILD HEALTHY LIVES. UNITED WAY OF THE CSRA HELPS RESIDENTS IN OUR 13 COUNTY COMMUNITY ACHIEVE THEIR MAXIMUM POTENTIAL. WE WORK HARD TO ENSURE EVERY SINGLE FAMILY HAS ACCESS TO NEEDED RESOURCES SO THAT EVERYONE HAS THE OPPORTUNITY TO MEET THEIR GOALS, WHATEVER THEY MAY BE. LEADING FAMILIES FORWARD IS OUR BLUEPRINT FOR LIFTING STRUGGLING FAMILIES OUT OF POVERTY. OUR MULTI-STEP APPROACH TRANSFORMS LIVES FROM CHILDHOOD TO ADULTHOOD AND BEYOND WITH THE TOOLS AND RESOURCES FOR FAMILIES TO MEET THEIR FULL POTENTIAL.

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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 $3,752,348

Program Service Revenue $20,152

Investment Income $92,709

Other Revenue $0

TOTAL REVENUE $3,865,209

Expense Breakdown

Grants Paid $796,698

Salaries & Benefits $1,099,214

Fundraising Expenses $547,897

Program Expenses $1,838,199

Other Expenses $912,549

TOTAL EXPENSES $2,808,461

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,865,209	$5,170,505	-0.3%
Expenses	$2,808,461	$5,000,186	-0.4%
Net Income	$1,056,748	$170,319	+5.2%

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

1028

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

$268,231

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LELAND ADAMS	DIRECTOR	0.50	Director	$0	$0	$0
DAVID BELKOSKI	DIRECTOR	0.50	Director	$0	$0	$0
TONY BERNADOS	DIRECTOR	0.50	Director	$0	$0	$0
TOM BLANCHARD III	DIRECTOR	0.50	Director	$0	$0	$0
KARIN BORER	DIRECTOR	0.50	Director	$0	$0	$0
CLINT BRYANT	DIRECTOR	0.50	Director	$0	$0	$0
MALINDA COBB	DIRECTOR	0.50	Director	$0	$0	$0
JOANNA CONLEY	DIRECTOR	0.50	Director	$0	$0	$0
BONNIE COX	TREASURER	0.50	Officer Director	$0	$0	$0
JOHN DEWEY	DIRECTOR	0.50	Director	$0	$0	$0
EDWARD ENOCH	DIRECTOR	0.50	Director	$0	$0	$0
BETH FRITS	DIRECTOR	0.50	Director	$0	$0	$0
NEIL GWYNNE	DIRECTOR	0.50	Director	$0	$0	$0
AIMEE HALL	AGENCY LIAISON (NON-VOTING)	0.50	Director	$0	$0	$0
JAY JOHNSON	CHAIR	0.50	Officer Director	$0	$0	$0
JOSEPH KLECHA	VICE-CHAIR	0.50	Officer Director	$0	$0	$0
PATRICK MARTINO	DIRECTOR	0.50	Director	$0	$0	$0
ROBERT MCELREATH	DIRECTOR	0.50	Director	$0	$0	$0
YVONNE MEEKS	EXECUTIVE COMMITTEE	0.50	Director	$0	$0	$0
QUINTIN MURRAY	DIRECTOR	0.50	Director	$0	$0	$0
ROB NORRIS	EXECUTIVE COMMITTEE	0.50	Director	$0	$0	$0
SCOTT PEEBLES	DIRECTOR	0.50	Director	$0	$0	$0
TRENT SNYDER	DIRECTOR	0.50	Director	$0	$0	$0
MELISSA SPEIGHT	DIRECTOR	0.50	Director	$0	$0	$0
MARK TAMASI	DIRECTOR	0.50	Director	$0	$0	$0
CRAIG TATUM	DIRECTOR	0.50	Director	$0	$0	$0
LEIGH TEFFETELLER	EXECUTIVE COMMITTEE	0.50	Director	$0	$0	$0
PAIGE WALDEN	EXECUTIVE COMMITTEE	0.50	Director	$0	$0	$0
JERMAINE WHIRL	DIRECTOR	0.50	Director	$0	$0	$0
BRIANA WILLIAMS	COMMUNITY IMPACT CHAIR	0.50	Officer Director	$0	$0	$0
ANGELA WILLIAMS	DIRECTOR	0.50	Director	$0	$0	$0
BILL WOODWARD	DIRECTOR	0.50	Director	$0	$0	$0
BRITTNEY BURNETT	PRESIDENT/CEO	55.00	Officer	$138,542	$22,933	$161,475
DEBBIE BROWN	DIRECTOR OF FINANCE	45.00	Officer	$84,942	$21,814	$106,756

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	$3,865,209	$2,808,461	$4,031,770	$1,056,748
2023	$5,170,505	$5,000,186	$3,009,338	$170,319
2022	$7,796,409	$7,635,229	$3,230,336	$161,180
2021	$8,329,042	$8,145,222	$2,548,465	$183,820
2020	$3,328,468	$3,383,206	$2,707,680	$-54,738
2019	$3,352,416	$3,655,463	$2,972,962	$-303,047
2018	$3,358,706	$3,960,663	$3,431,502	$-601,957

UNITED WAY OF THE CSRA INC