UNITED WAY OF GREATER ATLANTA INC (EIN 580566194) - 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

1972

Legal Domicile

Principal Officer

KRISTEN MCCOLLUM

Phone

4045277200

Tax Period

2022-07-01 to 2023-06-30

UNITED WAY OF GREATER ATLANTA INC, founded in 1972, is a major nonprofit in the Philanthropy & Grantmaking sector that reported $106.4M in total revenue in fiscal year 2022. Revenue fell 30% from the prior year — a significant decline worth monitoring.

Mission

UNITED WAY OF GREATER ATLANTA ENGAGES AND BRINGS TOGETHER PEOPLE AND RESOURCES TO DRIVE SUSTAINABLE AND EQUITABLE IMPROVEMENTS IN THE WELL-BEING OF CHILDREN, FAMILIES, AND INDIVIDUALS IN THE COMMUNITY. FOR INDIVIDUALS AND ORGANIZATIONS THAT WANT TO HELP IMPROVE THE HEALTH OF THEIR COMMUNITY, UNITED WAY IS THE PLATFORM THAT ENABLES INDIVIDUALS, GROUPS AND COMPANIES TO MAKE A DIFFERENCE INDIVIDUALLY AND COLLECTIVELY IN WHATEVER WAY THEY WISH TO CONTRIBUTE THEIR TIME, TALENT AND TREASURE.

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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 (2022)

Revenue Breakdown

Contributions & Grants $97,646,952

Program Service Revenue $6,822,937

Investment Income $1,818,658

Other Revenue $124,083

TOTAL REVENUE $106,412,630

Expense Breakdown

Grants Paid $69,659,935

Salaries & Benefits $21,557,620

Fundraising Expenses $7,871,962

Program Expenses $90,945,302

Other Expenses $14,528,002

TOTAL EXPENSES $105,745,557

Year-over-Year Comparison

	2022	2021	Change
Revenue	$106,412,630	$152,617,384	-0.3%
Expenses	$105,745,557	$140,311,203	-0.2%
Net Income	$667,073	$12,306,181	-0.9%

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

219

Volunteers

5800

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

$1,532,011

Total Directors

Key Employees

$1,041,965

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RAPHAEL BOSTIC	IMMED PAST PRESIDENT/GOVERNANCE CHAIR	0.50	Director	$0	$0	$0
MARY BENTON	COMMUNITY INVESTMENT CHAIR	0.50	Director	$0	$0	$0
ANGEL MALDONADO	AT LARGE DIRECTOR	0.50	Director	$0	$0	$0
BELISA URBINA	AGENCY LIAISON	0.50	Director	$0	$0	$0
AMY CORN	AT LARGE DIRECTOR	0.50	Director	$0	$0	$0
MATTHEW GROSVENOR	FINANCE & PROPERTY EXECUTIVE CHAIR	0.50	Director	$0	$0	$0
ROBERT HUNTER KIRKMAN	MARKETING & COMMUNICATIONS CHAIR	0.50	Director	$0	$0	$0
CHRIS PECK	HUMAN CAPITAL COMMITTEE CHAIR	0.50	Director	$0	$0	$0
KEVIN KELLY	AT LARGE DIRECTOR	0.50	Director	$0	$0	$0
SCOTT ASHER	AT LARGE DIRECTOR	0.50	Director	$0	$0	$0
CHLOE BARZEY	AT LARGE DIRECTOR	0.50	Director	$0	$0	$0
KAMAU BOBB	AT LARGE DIRECTOR	0.50	Director	$0	$0	$0
PETER CARTER	BOARD CHAIR	0.50	Director	$0	$0	$0
SARAH CLAMP	AT LARGE DIRECTOR	0.50	Director	$0	$0	$0
JESSICA CORLEY	AT LARGE DIRECTOR	0.50	Director	$0	$0	$0
RICARDO DE GENOVA	AT LARGE DIRECTOR	0.50	Director	$0	$0	$0
JONATHAN FOWLER	AUDIT CHAIR	0.50	Director	$0	$0	$0
DEREK GOSHAY	AT LARGE DIRECTOR	0.50	Director	$0	$0	$0
ALOK GUPTA	AT LARGE DIRECTOR	0.50	Director	$0	$0	$0
LISA HERRING	AT LARGE DIRECTOR	0.50	Director	$0	$0	$0
JAMIE KLINNERT	AT LARGE DIRECTOR	0.50	Director	$0	$0	$0
KATE KOPLAN MD	AT LARGE DIRECTOR	0.50	Director	$0	$0	$0
JAMES JIMMY LOVE	AT LARGE DIRECTOR	0.50	Director	$0	$0	$0
GREGORY MCCLENDON	AT LARGE DIRECTOR	0.50	Director	$0	$0	$0
FELICIA MCDADE	DEVELOPMENT COMMITTEE CHAIR	0.50	Director	$0	$0	$0
TUCKER MCNEIL	AT LARGE DIRECTOR	0.50	Director	$0	$0	$0
JAMES PIROUZ	AT LARGE DIRECTOR	0.50	Director	$0	$0	$0
JEFFREY JEFF PLACE	AT LARGE DIRECTOR (COBB)	0.50	Director	$0	$0	$0
CONDACE PRESSLEY	AT LARGE DIRECTOR	0.50	Director	$0	$0	$0
ELIZABETH DALIA RACINE	AT LARGE DIRECTOR	0.50	Director	$0	$0	$0
JAMES RICHARDSON MD	AT LARGE DIRECTOR	0.50	Director	$0	$0	$0
SCOTT STEARSMAN	AT LARGE DIRECTOR	0.50	Director	$0	$0	$0
TRACY TECHAU	AT LARGE DIRECTOR	0.50	Director	$0	$0	$0
WILL WILLIAMS	AT LARGE DIRECTOR	0.50	Director	$0	$0	$0
ANN BURRIS	AT LARGE DIRECTOR	0.50	Director	$0	$0	$0
NEON CHAPMAN	AT LARGE DIRECTOR	0.50	Director	$0	$0	$0
ANGELA DOTSON	AT LARGE DIRECTOR	0.50	Director	$0	$0	$0
PEDRO FONSECA	AT LARGE DIRECTOR	0.50	Director	$0	$0	$0
MARGARET GRAFF	AT LARGE DIRECTOR	0.50	Director	$0	$0	$0
JACQUELINE GRAY	AT LARGE DIRECTOR	0.50	Director	$0	$0	$0
JANELLE WILLIAMS	AT LARGE DIRECTOR	0.50	Director	$0	$0	$0
MILTON LITTLE JR	CHIEF EXECUTIVE OFFICER	40.00	Officer	$511,483	$85,652	$597,135
KRISTEN MCCOLLUM	CFO AND CHIEF PEOPLE OFFICER (OFFICER)	40.00	Officer	$247,280	$68,840	$316,120
TIM PAKENHAM	CHIEF OPERATING OFFICER	40.00	Officer	$398,794	$24,524	$423,318
CLAIRE BURKE	CONTROLLER	40.00	Officer	$149,425	$46,013	$195,438
CHAD DILLARD	CHIEF DEVELOPMENT OFFICER	40.00	Key Emp	$227,742	$43,755	$271,497
ELIZABETH WARD	CHIEF MARKETING OFFICER	40.00	Key Emp	$231,467	$32,809	$264,276
KATRINA MITCHELL	CHIEF COMMUNITY IMPACT OFFICER	40.00	Key Emp	$189,138	$67,064	$256,202
NATALIE EVANS	CHIEF DATA OFFICER	40.00	Key Emp	$185,380	$64,610	$249,990
LAUREN BROOKS	SR VP OF PARTNERSHIPS & DEVELOPMENT OPERATIONS	40.00	Highest	$150,829	$31,539	$182,368
PROTIP BISWAS	VP, HOMELESSNESS AND COMMUNITY OUTREACH	40.00	Highest	$150,558	$81,912	$232,470
MONICA J SCARBROUGH	VICE PRESIDENT OF DEVELOPMENT	40.00	Highest	$148,035	$27,281	$175,316
ORZINAL WILLIAMS	VP OF INFORMATION TECHNOLOGY	40.00	Highest	$131,752	$76,486	$208,238
JOHN MICHAEL HELTON	EXECUTIVE DIRECTOR CAREERRISE	40.00	Highest	$129,939	$20,186	$150,125

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	No data	No data	No data	No data
2023	$106,412,630	$105,745,557	$118,843,860	$667,073
2022	$152,617,384	$140,311,203	$124,788,499	$12,306,181
2021	$129,114,416	$120,925,979	$111,775,589	$8,188,437
2020	$131,989,974	$128,102,851	$107,175,285	$3,887,123
2019	$111,503,117	$109,933,033	$113,366,026	$1,570,084
2018	$115,164,359	$112,317,061	$110,851,914	$2,847,298

UNITED WAY OF GREATER ATLANTA INC