HABERSHAM COUNTY UNITED WAY INC (EIN 581416241) - 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

1980

Legal Domicile

Principal Officer

MICHELLE BLACKBURN

Phone

7067780620

Tax Period

2023-01-01 to 2023-12-31

HABERSHAM COUNTY UNITED WAY INC, founded in 1980, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $607K in total revenue in fiscal year 2023. Revenue grew 16% year-over-year, indicating healthy expansion.

Mission

TO BE THE COMMUNITY LEADER IN SOLVING HUMAN SERVICE CHALLENGES BY UNITING THE MINDS, HEARTS, AND RESOURCES OF BUSINESS, GOVERNMENT, HEALTH, LABOR, EDUCATION, AND INDIVIDUALS.

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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 $478,855

Program Service Revenue $0

Investment Income $10,103

Other Revenue $118,088

TOTAL REVENUE $607,046

Expense Breakdown

Grants Paid $442,300

Salaries & Benefits $88,374

Fundraising Expenses $66,123

Program Expenses $486,716

Other Expenses $89,744

TOTAL EXPENSES $620,418

Year-over-Year Comparison

	2023	2022	Change
Revenue	$607,046	$521,549	+0.2%
Expenses	$620,418	$631,126	0.0%
Net Income	$-13,372	$-109,577	-0.9%

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

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CARRIE AKERS	DIRECTOR	2.00	Director	$0	$0	$0
MICHELLE BLACKBURN	CHAIR ELECT	2.00	Officer Director	$0	$0	$0
MISTY BROOKSHIRE	DIRECTOR	2.00	Director	$0	$0	$0
BRENDA BOONSTRA	DIRECTOR	2.00	Director	$0	$0	$0
JENNIFER BURTON	DIRECTOR	2.00	Director	$0	$0	$0
BILL CALLOWAY	CHAIRMAN	2.00	Officer Director	$0	$0	$0
KESHA CLINKSCALE	DIRECTOR	2.00	Director	$0	$0	$0
PHIL DEMORE	DIRECTOR	2.00	Director	$0	$0	$0
MICHAEL FAIRBAIRN	DIRECTOR	2.00	Director	$0	$0	$0
VICKY FRANKUM	DIRECTOR	2.00	Director	$0	$0	$0
LINDA HENRY	DIRECTOR	2.00	Director	$0	$0	$0
DARRIN JOHNSTON	DIRECTOR	2.00	Director	$0	$0	$0
KATIE LEDFORD	TREASURER	2.00	Director	$0	$0	$0
KOLBY MCENTIRE	DIRECTOR	2.00	Director	$0	$0	$0
SAM NEGRON	DIRECTOR	2.00	Director	$0	$0	$0
HEATHER NESMITH	DIRECTOR	2.00	Director	$0	$0	$0
CAROL PERKINS	DIRECTOR	2.00	Director	$0	$0	$0
MARTHA RICHARDSON	DIRECTOR	2.00	Director	$0	$0	$0
CHRIS STRALS	DIRECTOR	2.00	Director	$0	$0	$0
BRANDON TERRELL	DIRECTOR	2.00	Director	$0	$0	$0
JOEY TERRELL	DIRECTOR	2.00	Director	$0	$0	$0
SHELBY WARD	SECRETARY	2.00	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
2024	No data	No data	No data	No data
2023	$607,046	$620,418	$521,126	$-13,372
2022	$521,549	$631,126	$514,795	$-109,577
2021	$612,551	$613,935	$657,385	$-1,384
2020	$580,177	$616,814	$652,663	$-36,637
2019	$323,613	$583,388	$678,301	$-259,775
2018	$655,029	$541,442	$940,732	$113,587

HABERSHAM COUNTY UNITED WAY INC