UNITED WAY OF SOUTHWEST GEORGIA INC (EIN 580655156) - 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

SHAUNAE MOTLEY

Phone

2298836700

Tax Period

2023-07-01 to 2024-06-30

UNITED WAY OF SOUTHWEST GEORGIA INC, founded in 1950, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.2M in total revenue in fiscal year 2023.

Mission

THE ORGANIZATION'S PRIMARY PURPOSE IS TO RAISE AND DISTRIBUTE FUNDS FOR THE COMMUNITY'S NEEDS AND TO BRING THE VARIOUS VOLUNTARY, CHARITABLE, EDUCATIONAL, HEALTH AND SOCIAL SERVICE ORGANIZATIONS IN THE SOUTHWEST GEORGIA AREA TOGETHER TO MAXIMIZE THE BENEFITS GIVEN BY ALL AND TO BRING THE VARIOUS VOLUNTARY, CHARITABLE, EDUCATIONAL HEALTH AND SOCIAL SERVICE ORGANIZATIONS IN THE SOUTHWEST GEORGIA AREA TOGETHER TO MAXIMIZE THE BENEFITS GIVEN BY ALL ORGANIZATIONS.

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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 $1,200,331

Program Service Revenue $0

Investment Income $21,354

Other Revenue $0

TOTAL REVENUE $1,221,685

Expense Breakdown

Grants Paid $424,262

Salaries & Benefits $423,190

Fundraising Expenses $87,218

Program Expenses $1,085,519

Other Expenses $452,827

TOTAL EXPENSES $1,300,279

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,221,685	$1,235,647	0.0%
Expenses	$1,300,279	$1,211,520	+0.1%
Net Income	$-78,594	$24,127	-4.3%

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

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

$76,153

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARK JOHNSON	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
JENNIFER WILSON	TREASURER	1.00	Officer Director	$0	$0	$0
CLIFTON BUSH	PAST CHAIRMA	1.00	Officer Director	$0	$0	$0
SHAUNAE MOTLEY	CEO	40.00	Officer	$76,153	$0	$76,153
TERRY LINDSAY	DIRECTOR	1.00	Director	$0	$0	$0
JOHNATHAN WHITAKER	DIRECTOR	1.00	Director	$0	$0	$0
LEQURICA GASKINS	DIRECTOR	1.00	Director	$0	$0	$0
ROBIN KAISER	DIRECTOR	1.00	Director	$0	$0	$0
DUANE HOWELL	DIRECTOR	1.00	Director	$0	$0	$0
CHERYL SMITH	DIRECTOR	1.00	Director	$0	$0	$0
DENCIL JIMENEZ	DIRECTOR	1.00	Director	$0	$0	$0
RICK LAMBERT	DIRECTOR	1.00	Director	$0	$0	$0
DREW DAVIS	DIRECTOR	1.00	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	No data	No data	No data	No data
2024	$1,221,685	$1,300,279	$1,530,842	$-78,594
2023	$1,235,647	$1,211,520	$1,608,560	$24,127
2022	$810,140	$1,091,317	$1,589,204	$-281,177
2021	$1,427,011	$998,001	$1,914,247	$429,010
2020	$1,177,177	$1,111,513	$1,472,976	$65,664
2019	$935,325	$769,229	$1,381,799	$166,096
2018	$626,785	$881,194	$1,165,215	$-254,409

UNITED WAY OF SOUTHWEST GEORGIA INC