UNITED WAY OF THE COASTAL EMPIRE (EIN 580623603) - 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

1950

Legal Domicile

Principal Officer

KATIE WILLOUGHBY

Phone

9126517700

Tax Period

2024-07-01 to 2025-06-30

UNITED WAY OF THE COASTAL EMPIRE, founded in 1950, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $10.1M in total revenue in fiscal year 2024. Revenue grew 16% year-over-year, indicating healthy expansion. Expenses of $9.3M left a modest 8% surplus.

Mission

UNITED WAY OF THE COASTAL EMPIRE'S MISSION IS TO IMPROVE LIVES BY MOBILIZING THE CARING POWER OF COMMUNITIES.

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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 $9,380,547

Program Service Revenue $512,964

Investment Income $18,583

Other Revenue $211,222

TOTAL REVENUE $10,123,316

Expense Breakdown

Grants Paid $4,287,656

Salaries & Benefits $2,705,437

Fundraising Expenses $1,444,131

Program Expenses $6,783,452

Other Expenses $2,353,267

TOTAL EXPENSES $9,346,360

Year-over-Year Comparison

	2024	2023	Change
Revenue	$10,123,316	$8,762,403	+0.2%
Expenses	$9,346,360	$9,509,653	0.0%
Net Income	$776,956	$-747,250	-2.0%

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

3964

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

$147,533

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LEIA DEDIC	CHIEF IMPACT	40.00	Highest	$127,465	$630	$128,095
KIMBERLY WALLER	PRESIDENT &	40.00	Officer	$99,129	$14,301	$113,430
ANDREW KONKEL	VP RESOURCE	40.00	Highest	$105,886	$5,769	$111,655
KATIE WILLOUGHBY	CFO	40.00	Officer	$32,488	$1,615	$34,103
KATHLEEN ANDERSON	DIRECTOR	1.00	Director	$0	$0	$0
KIMBERLY BALLARD-WASHINGTON	REO CHAIR	5.00	Officer Director	$0	$0	$0
MARK BENNETT	DIRECTOR	5.00	Director	$0	$0	$0
SOMI BENSON-JAJA	MARKETING CH	5.00	Officer Director	$0	$0	$0
DAVID BURKOFF	DIRECTOR	1.00	Director	$0	$0	$0
RYAN CHANDLER	CAMPAIGN VIC	5.00	Officer Director	$0	$0	$0
JUDGE LISA COLBERT	DIRECTOR	1.00	Director	$0	$0	$0
LINDA CRAMER	DIRECTOR	1.00	Director	$0	$0	$0
STEPHANIE CUTTER	DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER DAVENPORT	DIRECTOR	1.00	Director	$0	$0	$0
CHIEF TERRY ENOCH	DIRECTOR	1.00	Director	$0	$0	$0
MARSHA FOGARTY	DIRECTOR	1.00	Director	$0	$0	$0
DR YANCY FORD	CAMPAIGN CHA	5.00	Officer Director	$0	$0	$0
CATHERINE GRANT	DIRECTOR	1.00	Director	$0	$0	$0
CHIEF LENNY GUNTHER	DIRECTOR	1.00	Director	$0	$0	$0
SUSAN HANCOCK	DIRECTOR	1.00	Director	$0	$0	$0
BEN HART	DIRECTOR	1.00	Director	$0	$0	$0
DAVID HART	DIRECTOR	1.00	Director	$0	$0	$0
NOLAN HENNESSEE	DIRECTOR	1.00	Director	$0	$0	$0
TONIA HOWARD-HALL	DIRECTOR	1.00	Director	$0	$0	$0
SARAH JONES	COMM. INV. C	5.00	Officer Director	$0	$0	$0
MICHAEL KAIGLER	BOARD CHAIR	5.00	Officer Director	$0	$0	$0
BILL KELSO	DIRECTOR	1.00	Director	$0	$0	$0
BOB KLAUSMEIER	DIRECTOR	1.00	Director	$0	$0	$0
QUENTIN MARLIN	DIRECTOR	1.00	Director	$0	$0	$0
WILLIAM MOCK	DIRECTOR	1.00	Director	$0	$0	$0
PAUL MOSLEY	DIRECTOR	1.00	Director	$0	$0	$0
SAM MCCACHERN	DIRECTOR	1.00	Director	$0	$0	$0
JAMIE MCCURRY	DIRECTOR	1.00	Director	$0	$0	$0
JEFF O'CONNOR	DIRECTOR	1.00	Director	$0	$0	$0
KEN RABITSCH	IMMEDIATE PA	5.00	Officer Director	$0	$0	$0
KYLE REDNER	DIRECTOR	1.00	Director	$0	$0	$0
CINDY ROBINETT	DIRECTOR	5.00	Director	$0	$0	$0
RYAN SEWELL	STRATEGIC PL	5.00	Officer Director	$0	$0	$0
CHRIS SMITH	DIRECTOR	5.00	Director	$0	$0	$0
MARK SPROSTY	TREASURER	5.00	Officer Director	$0	$0	$0
JOE TALLENT	DIRECT SVS C	5.00	Officer Director	$0	$0	$0
PASTOR RICKY TEMPLE	DIRECTOR	1.00	Director	$0	$0	$0
ANSLEY THRELKELD	VOLUNTEERS C	5.00	Officer Director	$0	$0	$0
DR MIKE TOMA	DIRECTOR	1.00	Director	$0	$0	$0
CECILIA RUSSO TURNER	BOARD VICE-C	5.00	Officer Director	$0	$0	$0
JULIE TYRE	DIRECTOR	1.00	Director	$0	$0	$0
COURTNEY WEST	DIRECTOR	1.00	Director	$0	$0	$0
JUDGE DEREK WHITE	DIRECTOR	1.00	Director	$0	$0	$0
LINDA WILDER-BRYAN	DIRECTOR	1.00	Director	$0	$0	$0
JAY WILSON	DIRECTOR	5.00	Director	$0	$0	$0
AUSTIN WRIGHT	DIRECTOR	1.00	Director	$0	$0	$0
TAFFANYE YOUNG	SECRETARY	5.00	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
2025	$10,123,316	$9,346,360	$25,484,990	$776,956
2024	No data	No data	No data	No data
2023	$8,542,027	$8,854,551	$25,472,208	$-312,524
2022	$9,161,083	$9,062,859	$26,438,024	$98,224
2021	$8,558,046	$7,092,702	$25,602,392	$1,465,344
2020	$3,910,428	$1,844,421	$6,800,900	$2,066,007
2019	$9,579,818	$9,177,901	$6,598,751	$401,917
2018	$9,678,296	$9,652,958	$9,597,416	$25,338

UNITED WAY OF THE COASTAL EMPIRE