UNITED WAY OF CHATHAM COUNTY

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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

PETER KOELSCH

Phone

9195421110

Tax Period

2025-01-01 to 2025-12-31

UNITED WAY OF CHATHAM COUNTY, founded in 1990, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $835K in total revenue in fiscal year 2025. Expenses of $785K left a modest 6% surplus.

Mission

THE MISSION OF THE UNITED WAY OF CHATHAM COUNTY IS TO ADDRESS THE MOST CRITICAL NEEDS OF COUNTY RESIDENTS.

Program Service Accomplishments

Program 1

Expenses: $619,487 Revenue: $10,528

THE ORGANIZATION MOBILIZES COMMUNITY RESOURCES TO ADDRESS THE MOST CRITICAL NEEDS OF CHATHAM COUNTY RESIDENTS. THROUGH AN ANNUAL FUNDRAISING CAMPAIGN AND STRATEGIC INVESTMENT PROCESS, FUNDS ARE...

THE ORGANIZATION MOBILIZES COMMUNITY RESOURCES TO ADDRESS THE MOST CRITICAL NEEDS OF CHATHAM COUNTY RESIDENTS. THROUGH AN ANNUAL FUNDRAISING CAMPAIGN AND STRATEGIC INVESTMENT PROCESS, FUNDS ARE DIRECTED TO HIGH-IMPACT LOCAL NONPROFIT PARTNERS PROVIDING ESSENTIAL HUMAN SERVICES. IN ADDITION TO GRANTMAKING, THE ORGANIZATION SERVES AS A COMMUNITY CONVENER, WORKING WITH NONPROFITS, GOVERNMENT AGENCIES, AND STAKEHOLDERS TO IDENTIFY PRIORITY ISSUES AND IMPLEMENT COORDINATED SOLUTIONS. VOLUNTEERS AND PARTNERS GUIDE FUNDING DECISIONS AND EVALUATE OUTCOMES TO ENSURE ACCOUNTABILITY AND MEASURABLE IMPACT. THE ORGANIZATION ALSO PARTICIPATES IN COLLABORATIVE INITIATIVES ADDRESSING COMPLEX COMMUNITY CHALLENGES AND IMPROVING ACCESS TO SERVICES.

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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 (2025)

Revenue Breakdown

Contributions & Grants $766,634

Program Service Revenue $0

Investment Income $57,376

Other Revenue $10,528

TOTAL REVENUE $834,538

Expense Breakdown

Grants Paid $346,380

Salaries & Benefits $332,606

Fundraising Expenses $78,144

Program Expenses $619,487

Other Expenses $106,369

TOTAL EXPENSES $785,355

Year-over-Year Comparison

	2025	2024	Change
Revenue	$834,538	$856,666	0.0%
Expenses	$785,355	$843,470	-0.1%
Net Income	$49,183	$13,196	+2.7%

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

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

$83,453

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KRISTINA VRABEL	BOARD CHAIR	2.00	Officer Director	$0	$0	$0
MARK KORELL	VICE CHAIR	2.00	Officer Director	$0	$0	$0
RODD BAXTER	TREASURER	2.00	Officer Director	$0	$0	$0
KAMIRA JONES	SECRETARY	2.00	Officer Director	$0	$0	$0
LAURANE MENDELSOHN	IMMEDIATE PAST CHAIR	2.00	Officer Director	$0	$0	$0
ANNE BISHOP	BOARD MEMBER	2.00	Director	$0	$0	$0
ALLISON BOLIN	BOARD MEMBER	2.00	Director	$0	$0	$0
JANIE BUTLER	BOARD MEMBER	2.00	Director	$0	$0	$0
JAIME CASTANER WEISS	BOARD MEMBER	2.00	Director	$0	$0	$0
JIM DEAN	BOARD MEMBER	2.00	Director	$0	$0	$0
RENITA FOXX	BOARD MEMBER	2.00	Director	$0	$0	$0
PETER KOELSCH	BOARD MEMBER	2.00	Director	$0	$0	$0
DENNIS LEWIS	BOARD MEMBER	2.00	Director	$0	$0	$0
GARY SANDEFUR	BOARD MEMBER	2.00	Director	$0	$0	$0
NEHA SHAH	BOARD MEMBER	2.00	Director	$0	$0	$0
ELLEN SHANAHAN	BOARD MEMBER	2.00	Director	$0	$0	$0
JAN SHERWIN	BOARD MEMBER	2.00	Director	$0	$0	$0
SHARON WELLMAN	BOARD MEMBER	2.00	Director	$0	$0	$0
CARLOS LIMA	EXECUTIVE DIRECTOR	40.00	Officer	$52,514	$0	$52,514
KATIE CHILDS	EXECUTIVE DIRECTOR (FORMER)	34.00	Officer	$30,939	$0	$30,939

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	$834,538	$785,355	$1,624,931	$49,183
2024	$856,666	$843,470	$1,596,951	$13,196
2023	$1,068,371	$641,119	$1,608,162	$427,252
2022	$653,549	$651,110	$1,225,085	$2,439
2021	$731,178	$700,365	$1,182,029	$30,813
2020	$1,062,874	$1,023,306	$1,295,540	$39,568
2019	$624,288	$595,560	$1,205,813	$28,728
2018	$603,344	$647,090	$1,128,274	$-43,746