UNITED WAY OF CHARLOTTE COUNTY INC (EIN 591149995) - 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

1974

Legal Domicile

Principal Officer

STEPHEN CURASCO

Phone

9416273539

Tax Period

2024-04-01 to 2025-03-31

UNITED WAY OF CHARLOTTE COUNTY INC, founded in 1974, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $2.8M in total revenue in fiscal year 2024.

Mission

MOBILIZING THE POWER OF OUR COMMUNITY TO BREAK THE CYCLE OF POVERTY.

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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 $2,664,421

Program Service Revenue $0

Investment Income $50,523

Other Revenue $53,821

TOTAL REVENUE $2,768,765

Expense Breakdown

Grants Paid $1,889,280

Salaries & Benefits $626,436

Fundraising Expenses $118,224

Program Expenses $2,324,680

Other Expenses $245,438

TOTAL EXPENSES $2,761,154

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,768,765	$2,645,297	+0.0%
Expenses	$2,761,154	$3,086,931	-0.1%
Net Income	$7,611	$-441,634	-1.0%

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

281

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

$95,806

Total Directors

$95,806

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANGIE MATTHIESSEN	CEO	40.00	Officer Director	$95,806	$0	$95,806
KRISTIN CARDONA	President	1.00	Officer Director	$0	$0	$0
KELLY CARR	Director	1.00	Director	$0	$0	$0
STEPHEN CURASCO	Treasurer	1.00	Officer Director	$0	$0	$0
ERIN GANT	Director	1.00	Director	$0	$0	$0
CARA REYNOLDS	Director	1.00	Director	$0	$0	$0
KAY TRACY	Director	1.00	Director	$0	$0	$0
KATIE WALLACE	Director	1.00	Director	$0	$0	$0
BOB WHITE	Director	1.00	Director	$0	$0	$0
AUSTIN DODD	Director	1.00	Director	$0	$0	$0
MARCIA CULLINAN	VITA Chair	1.00	Director	$0	$0	$0
CHARLOTTE MILLER	Past President	1.00	Director	$0	$0	$0
DR JOE BENDER	Director	1.00	Director	$0	$0	$0
MELISSA REICHERT	Director	1.00	Director	$0	$0	$0
CLAUDETTE SMITH	Director	1.00	Director	$0	$0	$0
KALEY MILLER	Director	1.00	Director	$0	$0	$0
ALFRED CURRENT	Director	1.00	Director	$0	$0	$0
FRED CORT	Past President	1.00	Director	$0	$0	$0
EVE SWEETING	Director	1.00	Director	$0	$0	$0
BRANDI LECLAIRE	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	$2,768,765	$2,761,154	$2,296,944	$7,611
2024	$2,645,297	$3,086,931	$2,329,578	$-441,634
2023	$4,100,835	$3,102,192	$2,702,325	$998,643
2022	$2,023,568	$1,845,495	$1,384,260	$178,073
2021	$2,249,089	$2,181,731	$1,399,525	$67,358

UNITED WAY OF CHARLOTTE COUNTY INC