UNITED WAY OF PUTNAM COUNTY INC

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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

1992

Legal Domicile

Principal Officer

BLYTHE BYRD

Phone

3863288992

Tax Period

2018-01-01 to 2018-12-31

UNITED WAY OF PUTNAM COUNTY INC, founded in 1992, is a micro nonprofit that reported $98K in total revenue in fiscal year 2018. Revenue fell 62% from the prior year — a significant decline worth monitoring. Expenses of $235K exceeded revenue, resulting in a 140% operating deficit.

Mission

THE MISSION OF THE UNITED WAY OF PUTNAM COUNTY, INC. IS TO IMPROVE LIVES BY MOBILIZING THE POWER OF A CARING COMMUNITY TO ADVANCE THE COMMON GOOD.

Program Service Accomplishments

Program 1

Expenses: $224,348

THE UNITED WAY OF PUTNAM COUNTY, INC. RECEIVED CHARITABLE DONATIONS FROM THE PUBLIC AND THEN DESIGNATED THESE FUNDS TO OTHER NOT-FOR-PROFIT, TAX-EXEMPT CHARITABLE ORGANIZATIONS.

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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 (2018)

Revenue Breakdown

Contributions & Grants $97,922

Program Service Revenue $0

Investment Income $6

Other Revenue $0

TOTAL REVENUE $97,928

Expense Breakdown

Grants Paid $203,283

Salaries & Benefits $18,752

Fundraising Expenses $2,882

Program Expenses $224,348

Other Expenses $12,814

TOTAL EXPENSES $234,849

Year-over-Year Comparison

	2018	2017	Change
Revenue	$97,928	$254,864	-0.6%
Expenses	$234,849	$258,072	-0.1%
Net Income	$-136,921	$-3,208	+41.7%

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

$17,419

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEPHEN CROWLEY	PRESIDENT	4.00	Director	$0	$0	$0
ROXANNE KENNEDY	VICE PRESIDENT	4.00	Director	$0	$0	$0
JANET MARTIN	SECRETARY	4.00	Director	$0	$0	$0
SAM DEPUTY	TREASURER	4.00	Director	$0	$0	$0
PATTY SHEFFIELD	DIRECTOR	1.00	Director	$0	$0	$0
BUD SURRATT	DIRECTOR	1.00	Director	$0	$0	$0
JANETTE WAGNER	DIRECTOR	1.00	Director	$0	$0	$0
VERNON MYERS	DIRECTOR	1.00	Director	$0	$0	$0
CHARLOTTE PRESTON	DIRECTOR	1.00	Director	$0	$0	$0
BRIAN BERGEN	DIRECTOR	1.00	Director	$0	$0	$0
AARON ROBINSON	DIRECTOR	1.00	Director	$0	$0	$0
SHEILA KURAVILLA	DIRECTOR	1.00	Director	$0	$0	$0
LEOTA WILKINSON	DIRECTOR	1.00	Director	$0	$0	$0
MIKE PERRY	DIRECTOR	1.00	Director	$0	$0	$0
BLYTHE BYRD	EXEC DIR	40.00	Officer	$17,419	$0	$17,419

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
2018	$97,928	$234,849	No data	$-136,921