UNITED WAY OF HERNANDO COUNTY (EIN 592848474) - 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

1987

Legal Domicile

Principal Officer

ANGIE BONFARDINO

Phone

3526882026

Tax Period

2024-07-01 to 2025-06-30

UNITED WAY OF HERNANDO COUNTY, founded in 1987, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $556K in total revenue in fiscal year 2024. Revenue decreased 8% compared to the prior year.

Mission

PROVIDE SOCIAL SERVICE ASSISTANCE

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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 $491,622

Program Service Revenue $44,652

Investment Income $7,706

Other Revenue $12,475

TOTAL REVENUE $556,455

Expense Breakdown

Grants Paid $305,544

Salaries & Benefits $210,112

Fundraising Expenses $25,656

Program Expenses $552,557

Other Expenses $96,048

TOTAL EXPENSES $611,704

Year-over-Year Comparison

	2024	2023	Change
Revenue	$556,455	$607,681	-0.1%
Expenses	$611,704	$562,101	+0.1%
Net Income	$-55,249	$45,580	-2.2%

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

1182

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

$67,500

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Eric Vanderham	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
Nikki Bell	TREASURER	1.00	Officer Director	$0	$0	$0
Samantha Carpenter	SECRETARY	1.00	Officer Director	$0	$0	$0
Matthew Foreman	MEMBER	1.00	Director	$0	$0	$0
David Gonzalez	MEMBER	1.00	Director	$0	$0	$0
Ashley Hofecker	MEMBER	1.00	Director	$0	$0	$0
Colleen Ludington	MEMBER	1.00	Officer Director	$0	$0	$0
MATTHEW A FOREMAN	MEMBER	1.00	Director	$0	$0	$0
Judith Mergal	MEMBER	1.00	Director	$0	$0	$0
Brittany Montmarquet	MEMBER	1.00	Director	$0	$0	$0
Sheila Sanders	MEMBER	1.00	Director	$0	$0	$0
Sandra Wall	MEMBER	1.00	Director	$0	$0	$0
ANGIE BONFARDINO-WALASEK	EXECUTIVE DIRECTOR/CEO	1.00	Officer	$67,500	$0	$67,500

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	$556,455	$611,704	$351,048	$-55,249
2024	No data	No data	No data	No data
2023	$428,747	$531,779	$347,943	$-103,032
2022	$439,451	$579,892	$494,730	$-140,441
2021	$957,756	$754,518	$636,697	$203,238
2020	$538,635	$574,493	$466,167	$-35,858
2019	$485,309	$665,242	$467,482	$-179,933
2018	$581,902	$698,615	$647,498	$-116,713

UNITED WAY OF HERNANDO COUNTY