UNITED WAY OF HALL COUNTY INC (EIN 586011393) - 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

1948

Legal Domicile

Principal Officer

JESSICA DUDLEY

Phone

7705361121

Tax Period

2023-01-01 to 2023-12-31

UNITED WAY OF HALL COUNTY INC, founded in 1948, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $2.1M in total revenue in fiscal year 2023. Revenue decreased 9% compared to the prior year.

Mission

OUR MISSION IS UNITING PEOPLE, RESOURCES AND ORGANIZATIONS TO IMPROVE LIVES IN OUR COMMUNITY.

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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 $2,008,974

Program Service Revenue $0

Investment Income $82,875

Other Revenue $-505

TOTAL REVENUE $2,091,344

Expense Breakdown

Grants Paid $1,191,469

Salaries & Benefits $444,333

Fundraising Expenses $159,941

Program Expenses $1,845,180

Other Expenses $509,397

TOTAL EXPENSES $2,145,199

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,091,344	$2,308,320	-0.1%
Expenses	$2,145,199	$1,801,394	+0.2%
Net Income	$-53,855	$506,926	-1.1%

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

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

$99,813

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RACHEL BAHIN	BOARD MEMBER	0.25	Director	$0	$0	$0
JULI CLAY	ETHICS CHAIR	0.50	Officer Director	$0	$0	$0
SHARON HOLT	CHAIR-ELECT	0.50	Officer Director	$0	$0	$0
JENNIFER LOGGINS	AUDIT CHAIR	0.50	Officer Director	$0	$0	$0
BETHANY MAGNUS	BOARD CHAIR	0.50	Officer Director	$0	$0	$0
CHRISTY MOORE	ONE HALL CHAIR	0.50	Officer Director	$0	$0	$0
PHILLIPPA LEWIS MOSS	BOARD MEMBER	0.50	Director	$0	$0	$0
TATE O'ROUKE	BOARD MEMBER	0.25	Director	$0	$0	$0
JAY PARRISH	IMMEDIATE PAST CHAIR	0.50	Officer Director	$0	$0	$0
AMY WHITLEY	BOARD MEMBER	0.25	Director	$0	$0	$0
ANDREW DAVENPORT	BOARD MEMBER	0.25	Director	$0	$0	$0
BEAU SHEPPARD	COMMUNITY INVESTMENT CHAIR	0.50	Officer Director	$0	$0	$0
ERIN WILLIAMSON	BOARD MEMBER	0.25	Director	$0	$0	$0
KINGSLEY PEEPLES	TREASURER	0.50	Officer Director	$0	$0	$0
MELISSA NOLAN	BOARD MEMBER	0.25	Director	$0	$0	$0
PRISCILLA COLLINS	BOARD MEMBER	0.25	Director	$0	$0	$0
TREY WOOD	BOARD MEMBER	0.25	Director	$0	$0	$0
TOM CALKINS	BOARD MEMBER	0.25	Director	$0	$0	$0
ANDRE CHEEK-CASTLEBERRY	BOARD MEMBER	0.25	Director	$0	$0	$0
TAMARA ETTERLING	BOARD MEMBER	0.25	Director	$0	$0	$0
CHARLIE HAWKINS	RESOURCE DEVELOPMENT CHAIR	0.50	Officer Director	$0	$0	$0
NORMA HERNANDEZ	BOARD MEMBER	0.25	Director	$0	$0	$0
BROOKE KALINAUSKAS	BOARD MEMBER	0.25	Director	$0	$0	$0
BRYAN LACKEY	BOARD MEMBER	0.25	Director	$0	$0	$0
MEG NIVENS	BOARD MEMBER	0.50	Director	$0	$0	$0
JASON SMITH	BOARD MEMBER	0.25	Director	$0	$0	$0
LEE ROGERS	BOARD MEMBER	0.50	Director	$0	$0	$0
ZACH PROPES	BOARD MEMBER	0.25	Director	$0	$0	$0
ANGIE KENNEDY	BOARD MEMBER	0.25	Director	$0	$0	$0
JAKE SMITH	BOARD MEMBER	0.25	Director	$0	$0	$0
JASON BARNETT	BOARD MEMBER	0.25	Director	$0	$0	$0
JESSICA DUDLEY	PRESIDENT	40.00	Officer	$99,813	$0	$99,813

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	$2,091,344	$2,145,199	$2,990,731	$-53,855
2022	$2,308,320	$1,801,394	$2,851,885	$506,926
2021	$839,601	$477,802	$2,593,162	$361,799
2021	$1,513,434	$1,225,739	$2,723,077	$287,695
2020	$1,389,292	$1,148,286	$2,419,554	$241,006
2019	$1,409,707	$1,383,193	$2,451,378	$26,514

UNITED WAY OF HALL COUNTY INC