UNITED WAY OF SOUTHEAST GEORGIA

EIN: 581427518 501(c)(3) Philanthropy & Grantmaking

STATESBORO, GA

Total Revenue
$508,250
Total Expenses
$375,413
Total Assets
$808,187
Net Assets
$807,558
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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
1981
Legal Domicile
GA
Principal Officer
CAREY CASSEDY
Phone
9124898475
Tax Period
2024-04-01 to 2025-03-31

UNITED WAY OF SOUTHEAST GEORGIA, founded in 1981, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $508K in total revenue in fiscal year 2024. Revenue surged 41% from the prior year, signaling strong growth momentum. The organization ran a surplus of $133K, a strong 26% operating margin.

Mission

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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $490,514
Program Service Revenue $0
Investment Income $17,736
Other Revenue $0
TOTAL REVENUE $508,250

Expense Breakdown

Grants Paid $249,364
Salaries & Benefits $67,683
Fundraising Expenses $53,002
Program Expenses $264,196
Other Expenses $58,366
TOTAL EXPENSES $375,413

Year-over-Year Comparison

2024 2023 Change
Revenue $508,250 $359,491 +0.4%
Expenses $375,413 $273,003 +0.4%
Net Income $132,837 $86,488 +0.5%
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

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Governance

Voting Members
19
Independent Members
19
Employees
3
Volunteers
125

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
6
$59,527
Total Directors
19
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
CAREY CASSEDY EXECUTIVE DI 40.00
Officer
$59,527 $0 $59,527
ROBERT BENSON BOARD MEMBER 0.00
Director
$0 $0 $0
MARIE BURDETT BOARD MEMBER 0.00
Director
$0 $0 $0
JAMES BYRD BOARD MEMBER 0.00
Director
$0 $0 $0
SUZANNE CHRISTIAN BOARD MEMBER 0.00
Director
$0 $0 $0
MAURA COPELAND BOARD MEMBER 0.00
Director
$0 $0 $0
SHARRI EDENFIELD BOARD MEMBER 0.00
Director
$0 $0 $0
PEYTON FULLER SECRETARY 0.00
Officer Director
$0 $0 $0
BRANDI GAINES BOARD MEMBER 0.00
Director
$0 $0 $0
STUART GREGORY BOARD MEMBER 0.00
Director
$0 $0 $0
JOEL HANNER BOARD MEMBER 0.00
Director
$0 $0 $0
RHETT HICKMAN BOARD MEMBER 0.00
Director
$0 $0 $0
MICHELLE LAU TREASURER 1.00
Officer Director
$0 $0 $0
DEBBY LEE BOARD MEMBER 0.00
Director
$0 $0 $0
JULIE MORRISON BOARD MEMBER 0.00
Director
$0 $0 $0
STEPHANIE NEAL PRESIDENT EL 1.00
Officer Director
$0 $0 $0
DAVID SCHECTER BOARD MEMBER 0.00
Director
$0 $0 $0
RUSS TAULBEE BOARD MEMBER 0.00
Director
$0 $0 $0
PHILLIP TREMBLE PAST PRESIDE 1.00
Officer Director
$0 $0 $0
CHRIS WIGGINS PRESIDENT 1.00
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 $508,250 $375,413 $808,187 $132,837
2024 $359,491 $273,003 $677,373 $86,488
2023 $354,349 $288,776 $590,677 $65,573
2022 $300,182 $293,754 $526,565 $6,428
2021 $397,127 $424,499 $522,114 $-27,372
2020 $348,008 $319,861 $542,089 $28,147
2019 $345,817 $312,224 $517,081 $33,593
2018 $328,815 $383,615 $481,843 $-54,800
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