United Way of Rome and Floyd County Inc (EIN 580665393) - 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

1954

Legal Domicile

Principal Officer

Alli Mitchell

Phone

7062919336

Tax Period

2023-01-01 to 2023-12-31

United Way of Rome and Floyd County Inc, founded in 1954, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $617K in total revenue in fiscal year 2023. Revenue surged 41% from the prior year, signaling strong growth momentum.

Mission

To focus and unite the entire community to create significant lasting change that positively impacts peoples lives.

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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 $617,112

Program Service Revenue $0

Investment Income $32

Other Revenue $0

TOTAL REVENUE $617,144

Expense Breakdown

Grants Paid $280,171

Salaries & Benefits $205,880

Fundraising Expenses $62,877

Program Expenses $521,748

Other Expenses $134,509

TOTAL EXPENSES $620,560

Year-over-Year Comparison

	2023	2022	Change
Revenue	$617,144	$438,184	+0.4%
Expenses	$620,560	$534,134	+0.2%
Net Income	$-3,416	$-95,950	-1.0%

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

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

Total Directors

Key Employees

$80,463

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Alli Mitchell	Executive Officer	40.00	Key Emp	$80,463	$0	$80,463
Brooke Brinson	President	2.00	Officer Director	$0	$0	$0
Kristine Mull	Board Member	2.00	Director	$0	$0	$0
Jim Poyner	Board Member	2.00	Director	$0	$0	$0
Dan Bevels	CFO	2.00	Director	$0	$0	$0
Dale Willerson	Board Member	2.00	Director	$0	$0	$0
LaShawn Hall	Board Member	2.00	Director	$0	$0	$0
Tony McIntosh	Board Member	2.00	Director	$0	$0	$0
Brice Wood	Board Member	2.00	Director	$0	$0	$0
Kelly Trumbo	Board Member	2.00	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
2024	No data	No data	No data	No data
2023	$617,144	$620,560	$119,467	$-3,416
2022	$438,184	$534,134	$122,593	$-95,950
2021	$402,983	$470,022	$232,634	$-67,039
2020	$554,048	$388,766	$297,531	$165,282
2019	$462,041	$449,483	$125,646	$12,558
2018	$323,762	$568,980	$108,821	$-245,218

United Way of Rome and Floyd County Inc