UNITED WAY OF VOLUSIA-FLAGLER COUNTIES INC (EIN 591099774) - 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

1977

Legal Domicile

Principal Officer

COURTNEY EDGCOMB

Phone

3862530563

Tax Period

2024-07-01 to 2025-06-30

UNITED WAY OF VOLUSIA-FLAGLER COUNTIES INC, founded in 1977, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $3.9M in total revenue in fiscal year 2024. Expenses of $3.3M left a modest 14% surplus.

Mission

TO INCREASE THE ORGANIZED CAPACITY OF THIS COMMUNITY TO CARE FOR ITS PEOPLE.

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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 $3,162,630

Program Service Revenue $4,122

Investment Income $688,665

Other Revenue $-4,667

TOTAL REVENUE $3,850,750

Expense Breakdown

Grants Paid $1,699,121

Salaries & Benefits $1,079,909

Fundraising Expenses $644,075

Program Expenses $2,200,529

Other Expenses $547,421

TOTAL EXPENSES $3,326,451

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,850,750	$3,993,195	0.0%
Expenses	$3,326,451	$4,061,916	-0.2%
Net Income	$524,299	$-68,721	-8.6%

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

227

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

$220,494

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NICOLE MILLER	PAST CHAIR	0.30	Officer Director	$0	$0	$0
JANET MILLER	CHAIR	0.30	Officer Director	$0	$0	$0
BRANDON YOUNG	TREASURER	0.30	Officer Director	$0	$0	$0
ROBIN KING	DIRECTOR	0.30	Director	$0	$0	$0
KATHLEEN DULKO	DIRECTOR	0.30	Director	$0	$0	$0
KAREN JACOBS	DIRECTOR	0.30	Director	$0	$0	$0
MARITZA RODRIGUEZ	DIRECTOR	0.30	Director	$0	$0	$0
BEV JOHNSON	DIRECTOR	0.30	Director	$0	$0	$0
BRITTANI PRESCHEL	DIRECTOR	0.30	Director	$0	$0	$0
KATE MEYERING	DIRECTOR	0.30	Director	$0	$0	$0
DR DONALD DOUDNA	DIRECTOR	0.30	Director	$0	$0	$0
DR AUDREY BUTLER	DIRECTOR	0.30	Director	$0	$0	$0
DAVID PETRACCA	DIRECTOR	0.30	Director	$0	$0	$0
JOANNE KING	DIRECTOR	0.30	Director	$0	$0	$0
STEVE BRYANT	DIRECTOR	0.30	Director	$0	$0	$0
MICHELLE ALVAREZ	DIRECTOR	0.30	Director	$0	$0	$0
ANN BOUGHTIN	DIRECTOR	0.30	Director	$0	$0	$0
LATOYA CAREY	DIRECTOR	0.30	Director	$0	$0	$0
EDWARD DIMAYUGA	DIRECTOR	0.30	Director	$0	$0	$0
GLYSOBEL BELLA HERNANDEZ	DIRECTOR	0.30	Director	$0	$0	$0
BRIAN MCMILLAN	DIRECTOR	0.30	Director	$0	$0	$0
DOUG REECE	DIRECTOR	0.30	Director	$0	$0	$0
TODD SEIS	DIRECTOR	0.30	Director	$0	$0	$0
TERESA SMITH	DIRECTOR	0.30	Director	$0	$0	$0
COURTNEY EDGCOMB	PRESIDENT & SECRETARY	55.00	Officer	$104,641	$13,092	$117,733
WILLIAM BABIEZ	CFO	55.00	Officer	$83,831	$18,930	$102,761

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	$3,850,750	$3,326,451	$20,962,154	$524,299
2024	$3,993,195	$4,061,916	$19,332,673	$-68,721
2023	$4,669,527	$4,035,860	$16,068,794	$633,667
2022	$3,447,180	$3,634,620	$13,867,048	$-187,440
2021	$5,969,181	$2,671,524	$16,506,613	$3,297,657
2020	$4,925,757	$3,591,811	$12,072,613	$1,333,946
2019	$3,832,642	$3,334,213	$10,320,209	$498,429
2018	$4,334,758	$3,494,808	$10,280,319	$839,950

UNITED WAY OF VOLUSIA-FLAGLER COUNTIES INC