United Way of Central Florida Inc (EIN 592116280) - 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

Phone

8636481500

Tax Period

2024-07-01 to 2025-06-30

United Way of Central Florida Inc, founded in 1980, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $14.4M in total revenue in fiscal year 2024. Revenue decreased 6% compared to the prior year.

Mission

To inspire our community to give, advocate and volunteer by identifying needs and mobilizing vetted resources to create positive local change. To unite our community and empower everyone to achieve their full potential.

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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 $13,652,819

Program Service Revenue $269,578

Investment Income $520,565

Other Revenue $56

TOTAL REVENUE $14,443,018

Expense Breakdown

Grants Paid $9,110,563

Salaries & Benefits $3,838,183

Fundraising Expenses $1,410,560

Program Expenses $11,817,069

Other Expenses $1,707,873

TOTAL EXPENSES $14,656,619

Year-over-Year Comparison

	2024	2023	Change
Revenue	$14,443,018	$15,403,660	-0.1%
Expenses	$14,656,619	$14,419,171	+0.0%
Net Income	$-213,601	$984,489	-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

Governance

Voting Members

Independent Members

Employees

Volunteers

5030

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

$808,150

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Brian Haas	Chair	2.0	Officer Director	$0	$0	$0
Chris Chaffin	Treasurer through Dec 2024	2.0	Officer Director	$0	$0	$0
Emily Spath	Secretary	2.0	Officer Director	$0	$0	$0
Fred Heid	Vice Chair	2.0	Officer Director	$0	$0	$0
Joe Tedder	Treasurer began Jan 2025	2.0	Officer Director	$0	$0	$0
Jonathan Crain	Chair Elect	2.0	Officer Director	$0	$0	$0
Ali Wright	Director	1.0	Director	$0	$0	$0
Ana Wood-Rogers	Director	1.0	Director	$0	$0	$0
Andy Oguntola	Director	1.0	Director	$0	$0	$0
Bill Braswell	Director	1.0	Director	$0	$0	$0
Brian Donnelly	Director	1.0	Director	$0	$0	$0
Brian Norris	Director	1.0	Director	$0	$0	$0
Brittany Sale	Director	1.0	Director	$0	$0	$0
Callie Neslund	Director	1.0	Director	$0	$0	$0
Dana Hurley	Director	1.0	Director	$0	$0	$0
Don Elwell	Director	1.0	Director	$0	$0	$0
Dusty Johnson	Director through Dec 2024	1.0	Director	$0	$0	$0
Erica Lupercio	Director	1.0	Director	$0	$0	$0
Ian Floyd	Director	1.0	Director	$0	$0	$0
Jenny Baker	Director	1.0	Director	$0	$0	$0
Kim Long	Director	1.0	Director	$0	$0	$0
Larry Mitchell	Director	1.0	Director	$0	$0	$0
Lauren Feaster	Director	1.0	Director	$0	$0	$0
Lauren Giordano	Director	1.0	Director	$0	$0	$0
Michael Tamney	Immediate Past Chair	1.0	Director	$0	$0	$0
Naomi Boyer	Director	1.0	Director	$0	$0	$0
Nick Plott	Director	1.0	Director	$0	$0	$0
Omar Arroyo	Director	1.0	Director	$0	$0	$0
Paul Noris	Director	1.0	Director	$0	$0	$0
Rick Garcia	Director	1.0	Director	$0	$0	$0
Sam Killebrew	Director	1.0	Director	$0	$0	$0
Tip Fowler	Director	1.0	Director	$0	$0	$0
Tom Garthwaite	Director	1.0	Director	$0	$0	$0
Vent Crawford	Director	1.0	Director	$0	$0	$0
Christina Criser Jackson	CEO	37.5	Officer	$186,411	$23,733	$210,144
Ileana Kniss	Chief Development and Marketing Officer	37.5	Officer	$132,330	$13,460	$145,790
John Rounds	CFO Through Feb 2025	37.5	Officer	$144,614	$12,160	$156,774
Katherine Fitzwater	VP Marketing & Communications	37.5	Officer	$101,663	$16,870	$118,533
Natalie Dyal	CFO Began June 2025	37.5	Officer	$0	$0	$0
Rodney Crowley	COO	37.5	Officer	$155,884	$21,025	$176,909

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	$14,443,018	$14,656,619	$40,627,241	$-213,601
2024	$15,403,660	$14,419,171	$44,346,370	$984,489
2023	$16,353,601	$14,340,572	$21,900,180	$2,013,029
2022	$9,902,693	$9,449,864	$26,696,940	$452,829
2021	$25,521,821	$22,563,343	$30,720,551	$2,958,478
2020	$13,827,854	$13,727,590	$40,903,200	$100,264
2019	$11,159,336	$10,989,458	$29,793,006	$169,878

United Way of Central Florida Inc