UNITED WAY OF WEST FLORIDA INC (EIN 590651076) - 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

1944

Legal Domicile

Principal Officer

LAURA GILLIAM

Phone

8504343157

Tax Period

2023-07-01 to 2024-06-30

UNITED WAY OF WEST FLORIDA INC, founded in 1944, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $3.4M in total revenue in fiscal year 2023. Revenue decreased 18% compared to the prior year. Expenses of $3.8M exceeded revenue, resulting in a 10% operating deficit.

Mission

THE MISSION OF UNITED WAY OF WEST FLORIDA, INC. IS UNITING OUR COMMUNITY AND LEVERAGING RESOURCES TO IMPROVE LIVES.

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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 $3,368,685

Program Service Revenue $9,400

Investment Income $17,558

Other Revenue $20,798

TOTAL REVENUE $3,416,441

Expense Breakdown

Grants Paid $830,406

Salaries & Benefits $2,225,651

Fundraising Expenses $251,438

Program Expenses $2,868,733

Other Expenses $706,883

TOTAL EXPENSES $3,762,940

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,416,441	$4,146,024	-0.2%
Expenses	$3,762,940	$3,020,290	+0.2%
Net Income	$-346,499	$1,125,734	-1.3%

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

1159

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

$134,733

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LAURA GILLIAM	PRESIDENT/CE	45.00	Officer	$126,207	$8,526	$134,733
TODD PHILIPS	BOARD CHAIR	1.00	Director	$0	$0	$0
BRIAN WYER	VICE CHAIR	1.00	Director	$0	$0	$0
TONY KISNER	SECRETARY	1.00	Director	$0	$0	$0
TOM DELLA FLORA	TREASURER	1.00	Director	$0	$0	$0
PATRICE WHITTEN	DEVELOPMENT	1.00	Director	$0	$0	$0
MEGAN BURKE	MARKETING CH	1.00	Director	$0	$0	$0
AMY MILLER	DIRECTOR	1.00	Director	$0	$0	$0
CLARE HAENSZEL	DIRECTOR	1.00	Director	$0	$0	$0
CHRIS SCALES	DIRECTOR	1.00	Director	$0	$0	$0
MATT COUCH	DIRECTOR	1.00	Director	$0	$0	$0
KENDRICK DOIDGE	DIRECTOR	1.00	Director	$0	$0	$0
NAISY DOLAR	DIRECTOR	1.00	Director	$0	$0	$0
DEBBIE DOUMA	DIRECTOR	1.00	Director	$0	$0	$0
DONNA EDWARDS	DIRECTOR	1.00	Director	$0	$0	$0
JESSICA GRIFFEN	DIRECTOR	1.00	Director	$0	$0	$0
WESLEY HALL	DIRECTOR	1.00	Director	$0	$0	$0
LARRY HERINGER	DIRECTOR	1.00	Officer Director	$0	$0	$0
WANDA KOTICK	DIRECTOR	1.00	Director	$0	$0	$0
BARBARA MACNEIL	DIRECTOR	1.00	Director	$0	$0	$0
TRAVIS MOROCK	DIRECTOR	1.00	Director	$0	$0	$0
ERIC L MYERS	DIRECTOR	1.00	Director	$0	$0	$0
DAN SCHEBLER	DIRECTOR	1.00	Director	$0	$0	$0
JOHNNY FAYARD	DIRECTOR	1.00	Director	$0	$0	$0
JEFF FLETCHER	DIRECTOR	1.00	Director	$0	$0	$0
MURIEL LAWSON	DIRECTOR	1.00	Director	$0	$0	$0
JEN MOSTERT	DIRECTOR	1.00	Director	$0	$0	$0
DENISE MYRICK	DIRECTOR	1.00	Director	$0	$0	$0
JEREMY RUFFIN	DIRECTOR	1.00	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	$3,416,441	$3,762,940	$4,432,023	$-346,499
2023	$4,146,024	$3,020,290	$4,244,750	$1,125,734
2022	$2,404,589	$2,648,388	$3,087,390	$-243,799
2021	$4,306,553	$3,570,556	$3,649,343	$735,997
2020	$3,471,241	$3,434,716	$2,617,803	$36,525

UNITED WAY OF WEST FLORIDA INC