UNITED WAY OF THE CHATTAHOOCHEE VALLEY INC (EIN 580572434) - 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

1952

Legal Domicile

Principal Officer

BEN MOSER

Phone

7063273255

Tax Period

2024-07-01 to 2025-06-30

UNITED WAY OF THE CHATTAHOOCHEE VALLEY INC, founded in 1952, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $11.0M in total revenue in fiscal year 2024. Expenses of $10.2M left a modest 7% surplus.

Mission

UNITED WAY'S PURPOSE IS TO IMPROVE PEOPLE'S LIVES BY RAISING FUNDS FROM OVER 20,000 DONORS AND PARTNERING WITH MULTIPLE AGENCIES TO COLLABORATE, FUND PROGRAMS, AND IDENTIFY SOLUTIONS THAT ADDRESS BASIC NEEDS, HEALTH, INCOME AND EDUCATION.

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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 $10,762,814

Program Service Revenue $0

Investment Income $212,586

Other Revenue $12,154

TOTAL REVENUE $10,987,554

Expense Breakdown

Grants Paid $4,300,000

Salaries & Benefits $3,609,570

Fundraising Expenses $1,058,495

Program Expenses $8,335,301

Other Expenses $2,325,012

TOTAL EXPENSES $10,234,582

Year-over-Year Comparison

	2024	2023	Change
Revenue	$10,987,554	$10,859,446	+0.0%
Expenses	$10,234,582	$11,426,314	-0.1%
Net Income	$752,972	$-566,868	-2.3%

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

1610

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

$473,235

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MS TERRY BARGY	EXECUTIVE COMMITTEE	1.00	Officer Director	$0	$0	$0
KEVIN BLAIR	DIRECTOR	1.00	Director	$0	$0	$0
CATHERINE BUDZYNSKI	DIRECTOR	1.00	Director	$0	$0	$0
CRAIG BURGESS JD	DIRECTOR	1.00	Director	$0	$0	$0
DR BRENDA COLEY	DIRECTOR	1.00	Director	$0	$0	$0
MELISSA GAUNTT	EXECUTIVE COMMITTEE	1.00	Officer Director	$0	$0	$0
ISAIAH HUGLEY	DIRECTOR	1.00	Director	$0	$0	$0
RODNEY MAHONE	DIRECTOR	1.00	Director	$0	$0	$0
RINKESH PATEL	DIRECTOR	1.00	Director	$0	$0	$0
KEITH PIERCE	EXECUTIVE COMMITTEE	1.00	Officer Director	$0	$0	$0
ROBBIE RAYBON	DIRECTOR	1.00	Director	$0	$0	$0
TEDDY REESE	DIRECTOR	1.00	Director	$0	$0	$0
DR ANDY RODDENBERY	DIRECTOR	1.00	Director	$0	$0	$0
DRDIONNE ROSSER-MIMS	EXECUTIVE COMMITTEE	1.00	Officer Director	$0	$0	$0
GWENDOLYN RUFF	EXECUTIVE COMMITTEE	1.00	Officer Director	$0	$0	$0
RABBI BETH SCHWARTZ	DIRECTOR	1.00	Director	$0	$0	$0
JACKIE SCREWS	DIRECTOR	1.00	Director	$0	$0	$0
LEN SEXTON	DIRECTOR	1.00	Director	$0	$0	$0
CHIEF RAYMOND SMITH	EXECUTIVE COMMITTEE	1.00	Officer Director	$0	$0	$0
JACK TURNER	DIRECTOR	1.00	Director	$0	$0	$0
W CLARK TURNER	DIRECTOR	1.00	Director	$0	$0	$0
ROB WARD	DIRECTOR	1.00	Director	$0	$0	$0
RANDI WARREN	CHAIR	1.00	Officer Director	$0	$0	$0
MIKE BURNS	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTOPHER SCHOONOVER	EXECUTIVE COMMITTEE	1.00	Officer Director	$0	$0	$0
BEN MOSER	CEO	40.00	Officer	$281,261	$29,121	$310,382
ALEX HINTON	CFO/SECRETARY	40.00	Officer	$156,038	$6,815	$162,853
JENNIFER BICKERSTAFF	CHIEF OF STAFF, GENERAL COUNSEL	40.00	Highest	$136,431	$5,963	$142,394
ANDREW HILMES	EXECUTIVE VP OF ECONOMIC DEVELOPMENT	40.00	Highest	$141,526	$1,105	$142,631
JENNIFER ST JOHN	SENIOR VICE PRESIDENT OF IMPACT	40.00	Highest	$111,766	$18,715	$130,481

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	$10,987,554	$10,234,582	$15,254,317	$752,972
2024	$10,859,446	$11,426,314	$14,568,690	$-566,868
2023	$10,910,331	$9,679,312	$14,458,497	$1,231,019
2022	$8,956,958	$8,086,761	$12,467,806	$870,197
2021	$8,637,789	$6,574,718	$11,427,804	$2,063,071
2020	$6,653,604	$6,758,693	$8,877,562	$-105,089
2019	$6,717,349	$6,589,325	$8,686,146	$128,024
2018	$7,448,962	$6,800,532	$8,447,129	$648,430

UNITED WAY OF THE CHATTAHOOCHEE VALLEY INC