UNITED WAY OF TOOMBS & MONTGOMERY (EIN 581872000) - 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

1990

Legal Domicile

Principal Officer

PATRICIA DIXON

Phone

9125372776

Tax Period

2023-01-01 to 2023-12-31

UNITED WAY OF TOOMBS & MONTGOMERY, founded in 1990, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $534K in total revenue in fiscal year 2023.

Mission

TO PROVIDE COMMUNITY SUPPORT.

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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 $420,618

Program Service Revenue $112,325

Investment Income $1,519

Other Revenue $0

TOTAL REVENUE $534,462

Expense Breakdown

Grants Paid $425,548

Salaries & Benefits $74,831

Fundraising Expenses $6,546

Program Expenses $453,660

Other Expenses $40,788

TOTAL EXPENSES $541,167

Year-over-Year Comparison

	2023	2022	Change
Revenue	$534,462	$514,581	+0.0%
Expenses	$541,167	$530,067	+0.0%
Net Income	$-6,705	$-15,486	-0.6%

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

250

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

$69,513

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PATRICIA DIXON	EXECUTIVE DI	40.00	Officer	$69,513	$0	$69,513
NATASHA GOSS	CAMPAIGN CHA	N/A	Officer Director	$0	$0	$0
SHERRI KEENE	PAST PRESIDE	N/A	Officer Director	$0	$0	$0
DEBBIE KITTRELL	ALLOCATIONS	N/A	Officer Director	$0	$0	$0
JORDAN ROBINS	VICE PRESIDE	N/A	Officer Director	$0	$0	$0
BRENT SAMMONS	TREASURER	N/A	Officer Director	$0	$0	$0
KATHY SIKES	PRESIDENT	N/A	Officer Director	$0	$0	$0
ANN TODD	SECRETARY	N/A	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	$534,462	$541,167	$435,609	$-6,705
2022	$514,581	$530,067	$442,282	$-15,486
2021	$540,906	$570,359	$457,699	$-29,453
2020	$616,911	$513,216	$487,059	$103,695
2019	$520,773	$539,588	$383,366	$-18,815
2018	$533,079	$512,223	$402,163	$20,856

UNITED WAY OF TOOMBS & MONTGOMERY