UNITED WAY EMERALD COAST (EIN 590972293) - 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

KELLY JASEN

Phone

8502430315

Tax Period

2024-07-01 to 2025-06-30

UNITED WAY EMERALD COAST, founded in 1957, is a community nonprofit that reported $1.4M in total revenue in fiscal year 2024. Revenue grew 10% year-over-year, indicating healthy expansion.

Mission

UNITE PEOPLE WITH RESOURCES TO IMPROVE THE QUALITY OF LIFE IN OKALOOSA AND WALTON COUNTIES.

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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 $1,391,430

Program Service Revenue $8,550

Investment Income $10,829

Other Revenue $6,361

TOTAL REVENUE $1,417,170

Expense Breakdown

Grants Paid $618,913

Salaries & Benefits $436,090

Fundraising Expenses $155,208

Program Expenses $1,283,905

Other Expenses $465,020

TOTAL EXPENSES $1,520,023

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,417,170	$1,293,449	+0.1%
Expenses	$1,520,023	$1,271,278	+0.2%
Net Income	$-102,853	$22,171	-5.6%

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

5832

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

$98,641

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SHEILA FITZGERALD	VICE CHAIR	0.25	Officer Director	$0	$0	$0
MATTHEW ZASADA	CHAIR	0.25	Officer Director	$0	$0	$0
JESSICA LEAVINS	SECRETARY	0.25	Officer Director	$0	$0	$0
THOMAS EVERIDGE	IMMEDIATE PAST CHAIR	0.25	Officer Director	$0	$0	$0
SUSAN RIMSA	TREASURER	0.25	Officer Director	$0	$0	$0
JOSEPH GORDON	BOARD MEMBER	0.25	Director	$0	$0	$0
KIM COX	BOARD MEMBER	0.25	Director	$0	$0	$0
ROBIN SHAW	BOARD MEMBER	0.25	Director	$0	$0	$0
CHRIS HIESTAND	BOARD MEMBER	0.25	Director	$0	$0	$0
LIZ EULBERG	BOARD MEMBER	0.25	Director	$0	$0	$0
LEE BOLTON	BOARD MEMBER	0.25	Director	$0	$0	$0
LAURIE GUZMAN	BOARD MEMBER	0.25	Director	$0	$0	$0
DAVID DEITCH	BOARD MEMBER	0.25	Director	$0	$0	$0
HONG POTOMSKI	BOARD MEMBER	0.25	Director	$0	$0	$0
CLINT ADEN	BOARD MEMBER	0.25	Director	$0	$0	$0
RYAN HARRIS	BOARD MEMBER	0.25	Director	$0	$0	$0
TRACY JOHNSON	BOARD MEMBER	0.25	Director	$0	$0	$0
DUSTIN COSSON	BOARD MEMBER	0.25	Director	$0	$0	$0
KELLY JASEN	PRESIDENT & CEO	48.00	Officer	$92,194	$6,447	$98,641

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	$1,417,170	$1,520,023	$1,784,994	$-102,853
2024	No data	No data	No data	No data
2023	$1,465,120	$1,415,612	$1,697,049	$49,508
2022	$1,184,626	$1,112,631	$1,553,672	$71,995
2021	$1,180,566	$1,203,290	$1,610,625	$-22,724
2020	$1,370,413	$1,155,543	$1,490,863	$214,870
2019	$1,105,689	$1,163,568	$1,262,951	$-57,879

UNITED WAY EMERALD COAST