HEART OF GEORGIA UNITED WAY INC (EIN 582130663) - 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

1995

Legal Domicile

Principal Officer

SHERRI HOWARD

Phone

4782758100

Tax Period

2023-04-01 to 2024-03-31

HEART OF GEORGIA UNITED WAY INC, founded in 1995, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $39K in total revenue in fiscal year 2023. Revenue fell 33% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $17K, a strong 44% operating margin.

Mission

TO MEET HUMAN SERVICE NEEDS

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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 $36,883

Program Service Revenue $0

Investment Income $552

Other Revenue $1,197

TOTAL REVENUE $38,632

Expense Breakdown

Grants Paid $5,465

Salaries & Benefits $0

Fundraising Expenses $4,139

Program Expenses $5,465

Other Expenses $16,222

TOTAL EXPENSES $21,687

Year-over-Year Comparison

	2023	2022	Change
Revenue	$38,632	$57,559	-0.3%
Expenses	$21,687	$37,661	-0.4%
Net Income	$16,945	$19,898	-0.1%

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

N/A

Independent Members

N/A

Employees

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICHAEL BOOTH	BOARD MEMBER	0.50	Director	$0	$0	$0
DENISE CREEL	BOARD MEMBER	0.50	Director	$0	$0	$0
STACEY DAVIS	BOARD MEMBER	0.50	Director	$0	$0	$0
KAY DONALDSON	BOARD MEMBER	0.50	Director	$0	$0	$0
SCOTT GRAU	CHAIR	0.50	Officer Director	$0	$0	$0
TERRI HOWARD	TREASURER	0.50	Officer Director	$0	$0	$0
SHERRI HOWARD	BOARD MEMBER	0.50	Director	$0	$0	$0
ANNA MONTFORD	BOARD MEMBER	0.50	Director	$0	$0	$0
HEATHER MULLIS	SECRETARY	0.50	Officer Director	$0	$0	$0
DEBORAH PAYTON	BOARD MEMBER	0.50	Director	$0	$0	$0
JASMINE THARPE	BOARD MEMBER	0.50	Director	$0	$0	$0
BROOKE WOODS	BOARD MEMBER	0.50	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	No data	No data	No data	No data
2024	$38,632	$21,687	$135,850	$16,945
2023	$57,559	$37,661	$121,771	$19,898
2022	$63,523	$35,330	$163,757	$28,193
2021	$74,054	$45,141	$141,183	$28,913

HEART OF GEORGIA UNITED WAY INC