United Way of Walton County (EIN 581866454) - 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

1994

Legal Domicile

Phone

6786357132

Tax Period

2022-07-01 to 2023-06-30

United Way of Walton County, founded in 1994, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $433K in total revenue in fiscal year 2022. Revenue surged 31% from the prior year, signaling strong growth momentum. The organization ran a surplus of $89K, a strong 21% operating margin.

Mission

Public assistance to several care-giving agencies in Walton County

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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 (2022)

Revenue Breakdown

Contributions & Grants $433,311

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $433,311

Expense Breakdown

Grants Paid $257,277

Salaries & Benefits $55,171

Fundraising Expenses $8,260

Program Expenses $312,340

Other Expenses $31,761

TOTAL EXPENSES $344,209

Year-over-Year Comparison

	2022	2021	Change
Revenue	$433,311	$331,055	+0.3%
Expenses	$344,209	$309,026	+0.1%
Net Income	$89,102	$22,029	+3.0%

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

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

$23,750

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Katie Butler	Executive Dir.	20.00	Officer	$23,750	$0	$23,750
Maxine Peaks	Director	2.00	Director	$0	$0	$0
Doug Blevins	Director	2.00	Director	$0	$0	$0
Madison Graham Crews	Chair Elect	2.00	Director	$0	$0	$0
Ted Callaway	Director	2.00	Director	$0	$0	$0
Kevin Jones	Director	2.00	Director	$0	$0	$0
Susan Enfinger	Chair	2.00	Director	$0	$0	$0
Nathan Franklin	Director	2.00	Director	$0	$0	$0
Carey Smith	Director	2.00	Director	$0	$0	$0
Chip Underwood	Director	2.00	Director	$0	$0	$0
Juanasha Watkins	Director	2.00	Director	$0	$0	$0
Jeff Collins	Past Chairman	2.00	Officer	$0	$0	$0
Tammy Baker	Treasurer	2.00	Officer	$0	$0	$0
Kenny Smiley	Campaign Chair	2.00	Officer	$0	$0	$0
Terri Braswell	Allocations Cha	2.00	Officer	$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	No data	No data	No data	No data
2023	$433,311	$344,209	$212,925	$89,102
2022	$331,055	$309,026	$132,019	$22,029
2021	$310,723	$292,616	$109,471	$18,107
2020	$272,200	$296,060	$91,629	$-23,860
2019	$299,457	$304,147	$106,551	$-4,690

United Way of Walton County