UNITED WAY OF FLORIDA INC (EIN 592104175) - 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

1980

Legal Domicile

Principal Officer

MELISSA NELSON

Phone

8504888276

Tax Period

2024-07-01 to 2025-06-30

UNITED WAY OF FLORIDA INC, founded in 1980, is a community nonprofit that reported $3.4M in total revenue in fiscal year 2024. Revenue surged 87% from the prior year, signaling strong growth momentum.

Mission

TO ENHANCE THE LOCAL FLORIDA UNITED WAY'S EFFORTS TO INCREASE THE ORGANIZED CAPACITY OF PEOPLE TO CARE FOR ONE ANOTHER.

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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 $2,966,923

Program Service Revenue $396,926

Investment Income $10,858

Other Revenue $2,230

TOTAL REVENUE $3,376,937

Expense Breakdown

Grants Paid $2,763,303

Salaries & Benefits $358,614

Fundraising Expenses $0

Program Expenses $3,250,885

Other Expenses $183,144

TOTAL EXPENSES $3,305,061

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,376,937	$1,804,827	+0.9%
Expenses	$3,305,061	$1,695,545	+0.9%
Net Income	$71,876	$109,282	-0.3%

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

$208,917

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHUCK MORTON	BOARD CHAIR	0.50	Officer Director	$0	$0	$0
JESSICA MUROFF	CHAIR-ELECT	0.50	Officer Director	$0	$0	$0
MICHAEL GRIFFIN	SECRETARY/TREASURER	0.50	Officer Director	$0	$0	$0
LAURA GILLIAM	IMMEDIATE PAST CHAIR	0.50	Officer Director	$0	$0	$0
BRITTANY BIRKEN	BOARD MEMBER	0.50	Director	$0	$0	$0
RHETT BAGWELL	BOARD MEMBER	0.50	Director	$0	$0	$0
JIM BUSH	BOARD MEMBER	0.50	Director	$0	$0	$0
CHRISTINA CRISER JACKSON	BOARD MEMBER	0.50	Director	$0	$0	$0
GRETA DUPUY	BOARD MEMBER	0.50	Director	$0	$0	$0
COURTNEY EDGCOMB	BOARD MEMBER	0.50	Director	$0	$0	$0
THOMAS D EPSKY	BOARD MEMBER	0.50	Director	$0	$0	$0
KELLY JASEN	BOARD MEMBER	0.50	Director	$0	$0	$0
TONY JENKINS	BOARD MEMBER	0.50	Director	$0	$0	$0
SUZETTE JONES	BOARD MEMBER	0.50	Director	$0	$0	$0
ANGIE MATTHIESSEN	BOARD MEMBER	0.50	Director	$0	$0	$0
KIM MCBEE	BOARD MEMBER	0.50	Director	$0	$0	$0
AMBER MILLER	BOARD MEMBER	0.50	Director	$0	$0	$0
ANGIE B WALASEK	BOARD MEMBER	0.50	Director	$0	$0	$0
MELISSA NELSON	PRESIDENT	40.00	Officer	$166,798	$42,119	$208,917

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	$3,376,937	$3,305,061	$461,746	$71,876
2024	No data	No data	No data	No data
2023	$2,682,231	$2,657,938	$393,467	$24,293
2022	$476,683	$424,730	$249,584	$51,953
2021	$413,855	$342,188	$246,966	$71,667
2020	$611,089	$635,305	$182,236	$-24,216
2019	$772,708	$835,983	$156,813	$-63,275

UNITED WAY OF FLORIDA INC