UNITED WAY OF BARTOW COUNTY INC (EIN 581261791) - 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

1958

Legal Domicile

Principal Officer

JENNIFER WILLIAMS

Phone

7703861677

Tax Period

2024-01-01 to 2024-12-31

UNITED WAY OF BARTOW COUNTY INC, founded in 1958, is a small nonprofit that reported $603K in total revenue in fiscal year 2024. Revenue decreased 11% compared to the prior year. Expenses of $691K exceeded revenue, resulting in a 15% operating deficit.

Mission

RAISE AND DISTRIBTE CONTRIBUTIONS TO MEMBER CHARITIES.

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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 $600,614

Program Service Revenue $0

Investment Income $2,568

Other Revenue $0

TOTAL REVENUE $603,182

Expense Breakdown

Grants Paid $402,161

Salaries & Benefits $184,777

Fundraising Expenses $63,417

Program Expenses $402,771

Other Expenses $104,480

TOTAL EXPENSES $691,418

Year-over-Year Comparison

	2024	2023	Change
Revenue	$603,182	$681,162	-0.1%
Expenses	$691,418	$554,492	+0.2%
Net Income	$-88,236	$126,670	-1.7%

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

150

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

$28,846

Total Directors

$143,446

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JENNIFER SUAREZ	BOARD MEMBER	1.00	Director	$114,600	$0	$114,600
JENNIFER WILLIAMS	EXECUTIVE DI	40.00	Officer Director	$28,846	$0	$28,846
LOGAN BAGLEY	BOARD MEMBER	1.00	Director	$0	$0	$0
TREY BENHAM	BOARD MEMBER	1.00	Director	$0	$0	$0
MICHELE BLEDSOE	BOARD MEMBER	1.00	Director	$0	$0	$0
LIZ BURGESS	BOARD MEMBER	1.00	Director	$0	$0	$0
GLORIA CALHOUN	VICE CHAIR	1.00	Director	$0	$0	$0
JOHN DANIELS	BOARD MEMBER	1.00	Director	$0	$0	$0
ESTHER DEVAUX-MORGAN	BOARD MEMBER	1.00	Director	$0	$0	$0
AMANDA GENTRY	BOARD MEMBER	1.00	Director	$0	$0	$0
JOY HAMBRICK	BOARD MEMBER	1.00	Director	$0	$0	$0
CARLA MAHAN	BOARD MEMBER	1.00	Director	$0	$0	$0
BREANNA MCCREARY	SECRETARY	1.00	Director	$0	$0	$0
BRENDA MOREHOUSE	FORMER PRESI	40.00	Officer Director	$0	$0	$0
CAMERON RAY	TREASURER	1.00	Director	$0	$0	$0
BILL SMITH	BOARD MEMBER	1.00	Director	$0	$0	$0
COREY WOOD	CHAIRPERSON	1.00	Director	$0	$0	$0
BRANDON YLVISAKER	BOARD MEMBER	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
2024	$603,182	$691,418	$768,958	$-88,236
2023	$681,162	$554,492	$811,080	$126,670
2022	$632,298	$565,663	$703,862	$66,635
2021	$515,934	$541,677	$561,345	$-25,743
2020	$718,714	$719,066	$590,673	$-352
2019	$660,223	$691,240	$593,655	$-31,017
2018	$692,101	$659,473	$623,165	$32,628

UNITED WAY OF BARTOW COUNTY INC