UNITED WAY OF BREVARD COUNTY INC (EIN 590836384) - 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

1957

Legal Domicile

Principal Officer

ME Kelly

Phone

3216312740

Tax Period

2024-07-01 to 2025-06-30

UNITED WAY OF BREVARD COUNTY INC, founded in 1957, is a community nonprofit that reported $7.6M in total revenue in fiscal year 2024. The organization ran a surplus of $1.7M, a strong 22% operating margin.

Mission

UNITED WAY'S MISSION IS TO CHANGE LIVES AND STRENGTHEN OUR COMMUNITY. WE BELIVE THAT WHEN YOU GIVE A PERSON A HAND UP YOU CAN DRIVE POSITIVE AND LASTING CHANGE.

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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 (2024)

Revenue Breakdown

Contributions & Grants $6,951,708

Program Service Revenue $0

Investment Income $574,827

Other Revenue $38,469

TOTAL REVENUE $7,565,004

Expense Breakdown

Grants Paid $2,907,135

Salaries & Benefits $1,141,155

Fundraising Expenses $569,876

Program Expenses $4,840,793

Other Expenses $1,814,942

TOTAL EXPENSES $5,863,232

Year-over-Year Comparison

	2024	2023	Change
Revenue	$7,565,004	$7,828,840	0.0%
Expenses	$5,863,232	$6,198,231	-0.1%
Net Income	$1,701,772	$1,630,609	+0.0%

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

$387,402

Total Directors

$204,068

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CARON PARTRIDGE	PRESIDENT	40.0	Officer Director	$172,917	$31,151	$204,068
EMILY ORNDORFF	CHIEF OPERATING OFFICER	40.0	Officer	$166,823	$16,511	$183,334
JACKIE BARKER	Board Chair	0.8	Officer Director	$0	$0	$0
TIMOTHY ANTONITION	BOARD CHAIR-ELECT (thru 6/25)	0.8	Officer Director	$0	$0	$0
Travis Proctor	2024 Campaign Chair	0.8	Officer Director	$0	$0	$0
David Smith	Vice Chair/Community Impact	0.8	Officer Director	$0	$0	$0
Lindsay Aviles	Treasurer	0.8	Officer Director	$0	$0	$0
Bart Gaetjens	Past Board Chair	0.8	Officer Director	$0	$0	$0
Ron Capasso	Member at Large	0.5	Director	$0	$0	$0
Michele Murrell	Member at Large	0.5	Director	$0	$0	$0
Lynda Weatherman	Member at Large	0.5	Director	$0	$0	$0
Ron Fortson	Member at Large	0.5	Director	$0	$0	$0
Linda Stout	Member at Large	0.5	Director	$0	$0	$0
Randy Coleman	DIRECTOR	0.5	Director	$0	$0	$0
CHRISTY GALZERANO	DIRECTOR	0.5	Director	$0	$0	$0
PAM DAVIS	DIRECTOR	0.5	Director	$0	$0	$0
MICHELE GOODWIN	DIRECTOR	0.5	Director	$0	$0	$0
MARA BELLABY	DIRECTOR	0.5	Director	$0	$0	$0
DR RANDY FLETCHER	DIRECTOR	0.5	Director	$0	$0	$0
Julie Harrison	DIRECTOR	0.5	Director	$0	$0	$0
DENNIS BROUGHTON	DIRECTOR	0.5	Director	$0	$0	$0
David Hill	DIRECTOR	0.5	Director	$0	$0	$0
Mary E Kelly	DIRECTOR	0.5	Director	$0	$0	$0
Janie McDermott	DIRECTOR	0.5	Director	$0	$0	$0
Dr Mark J Rendell	DIRECTOR	0.5	Director	$0	$0	$0
Lorna Kenna	DIRECTOR	0.5	Director	$0	$0	$0
Mark Mikolajczyk	DIRECTOR	0.5	Director	$0	$0	$0
Roop Sekhon	DIRECTOR	0.5	Director	$0	$0	$0
Scott Larese	DIRECTOR	0.5	Director	$0	$0	$0
Rob Long	DIRECTOR	0.5	Director	$0	$0	$0
Dr John Nicklow	DIRECTOR	0.5	Director	$0	$0	$0
Jerry Mamrol	DIRECTOR	0.5	Director	$0	$0	$0
Robert Perers	DIRECTOR	0.5	Director	$0	$0	$0
Misty Marot	DIRECTOR	0.5	Director	$0	$0	$0
Therrin Protze	DIRECTOR	0.5	Director	$0	$0	$0
Kirsten Wilkers	DIRECTOR	0.5	Director	$0	$0	$0
Dr Christopher McAlpine	DIRECTOR	0.5	Director	$0	$0	$0
Noelle Zietsman	DIRECTOR	0.5	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	$7,565,004	$5,863,232	$10,006,027	$1,701,772
2024	$7,828,840	$6,198,231	$9,379,481	$1,630,609
2023	$8,401,768	$7,230,937	$8,513,177	$1,170,831
2022	$8,501,055	$8,246,253	$7,759,735	$254,802
2021	$14,549,542	$13,893,190	$8,481,850	$656,352
2020	$8,505,732	$8,021,430	$8,182,947	$484,302
2019	$9,249,221	$8,106,863	$7,742,271	$1,142,358

UNITED WAY OF BREVARD COUNTY INC