United Way of Suwannee Valley Inc

EIN: 591262354 501(c)(3)

LAKE CITY, FL

Total Revenue
$2,750,415
Total Expenses
$2,781,253
Total Assets
$1,966,920
Net Assets
$1,673,989
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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
1968
Legal Domicile
FL
Principal Officer
JENNIFER ANCHORS
Phone
3867525604
Tax Period
2024-07-01 to 2025-06-30

United Way of Suwannee Valley Inc, founded in 1968, is a community nonprofit that reported $2.8M in total revenue in fiscal year 2024. Revenue surged 33% from the prior year, signaling strong growth momentum.

Mission

To advance the common good through community impact initiatives and agency support.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $2,698,185
Program Service Revenue $0
Investment Income $22,925
Other Revenue $29,305
TOTAL REVENUE $2,750,415

Expense Breakdown

Grants Paid $1,935,344
Salaries & Benefits $616,814
Fundraising Expenses $0
Program Expenses $2,689,476
Other Expenses $229,095
TOTAL EXPENSES $2,781,253

Year-over-Year Comparison

2024 2023 Change
Revenue $2,750,415 $2,074,933 +0.3%
Expenses $2,781,253 $1,939,548 +0.4%
Net Income $-30,838 $135,385 -1.2%
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

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Governance

Voting Members
22
Independent Members
22
Employees
N/A
Volunteers
N/A

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
20
$91,679
Total Directors
12
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Travis George Community Investment Chair 1.00
Director
$0 $0 $0
Shayne Morgan Disaster Preparedness Lias 1.00
Director
$0 $0 $0
Pam Cochran Suwannee County Campaign C 1.00
Director
$0 $0 $0
Mike Williams Resource Development Chair 1.00
Director
$0 $0 $0
Mantha Young Board Member 1.00
Director
$0 $0 $0
Lori Simpson Treasurer 1.00
Director
$0 $0 $0
Lindsey Covington Board Member 1.00
Director
$0 $0 $0
Don Fenneman Board Member 1.00
Officer Director
$0 $0 $0
Christy Tuckey Secretary 1.00
Officer Director
$0 $0 $0
Charlie Cowen Asst. Treasurer 1.00
Director
$0 $0 $0
Blake Kuykendall - 3 Board Member 1.00
Officer Director
$0 $0 $0
Barbara Doonan Board Member 1.00
Officer Director
$0 $0 $0
Alyssa Henderson Board Member 1.00
Officer
$0 $0 $0
Todd Widergren board Member 1.00
Officer
$0 $0 $0
Tiffany Quintero Board Member 1.00
Officer
$0 $0 $0
Jeff Kitto Board Member 1.00
Officer
$0 $0 $0
Nicholas Frigiola Board Member 1.00
Officer
$0 $0 $0
Dave Cobb board Member 1.00
Officer
$0 $0 $0
Andrea Cheshire Board Member 1.00
Officer
$0 $0 $0
Amanda Chavis Board Member 1.00
Officer
$0 $0 $0
Suzanne Norris - 4 Board Member 1.00
Officer
$0 $0 $0
Michael Carter Board Member 1.00
Officer
$0 $0 $0
Larry Barrett Board Member 1.00
Officer
$0 $0 $0
John Burley - 4 Board Member 1.00
Officer
$0 $0 $0
Gary Godwin Board Member 1.00
Officer
$0 $0 $0
David Kraus Board Member 1.00
Officer
$0 $0 $0
Angela Wood Board Member 1.00
Officer
$0 $0 $0
Jennifer Anchors Executive Director 40.00
Officer
$91,679 $0 $91,679
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 $2,750,415 $2,781,253 $1,966,920 $-30,838
2024 $2,074,933 $1,939,548 $2,148,155 $135,385
2023 $1,798,679 $1,766,889 $1,624,641 $31,790
2022 $3,329,356 $3,249,547 $1,569,914 $79,809
2021 $3,354,611 $3,276,941 $1,468,939 $77,670
2020 $1,445,772 $1,406,915 $1,499,897 $38,857
2019 $1,342,972 $1,366,954 $1,385,877 $-23,982
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