UNITED WAY SUNCOAST INC (EIN 593725701) - 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

2001

Legal Domicile

Principal Officer

KELLY KAVANAUGH

Phone

8132740900

Tax Period

2024-07-01 to 2025-06-30

UNITED WAY SUNCOAST INC, founded in 2001, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $21.7M in total revenue in fiscal year 2024. Revenue surged 26% from the prior year, signaling strong growth momentum.

Mission

TO PROVIDE LEADERSHIP THAT IMPROVES LIVES AND CREATES LASTING COMMUNITY CHANGE.

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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 $19,422,494

Program Service Revenue $285,911

Investment Income $2,011,166

Other Revenue $6,145

TOTAL REVENUE $21,725,716

Expense Breakdown

Grants Paid $11,693,660

Salaries & Benefits $6,370,845

Fundraising Expenses $2,747,523

Program Expenses $16,866,793

Other Expenses $3,772,577

TOTAL EXPENSES $21,837,082

Year-over-Year Comparison

	2024	2023	Change
Revenue	$21,725,716	$17,275,064	+0.3%
Expenses	$21,837,082	$21,817,175	+0.0%
Net Income	$-111,366	$-4,542,111	-1.0%

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

3234

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

$498,028

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SARA NICHOLS	CHAIR	1.00	Officer Director	$0	$0	$0
CHAD LOAR	VICE CHAIR	0.50	Officer Director	$0	$0	$0
JAMES CAMP	IMMEDIATE PAST CHAIR	1.00	Officer Director	$0	$0	$0
TRACI LARSEN	TREASURER/FINANCE CHAIR	1.00	Officer Director	$0	$0	$0
LORI BAGGETT	SECRETARY	0.25	Officer Director	$0	$0	$0
ROBBIE ARTZ	MEMBER	0.25	Director	$0	$0	$0
SAM BLATT	MEMBER	0.25	Director	$0	$0	$0
SCOTT CURTIS	MEMBER	0.25	Director	$0	$0	$0
MICHAEL DAIGLE	MEMBER	1.00	Director	$0	$0	$0
JACKI DEZELSKI	MEMBER	0.50	Director	$0	$0	$0
JP DUBUQUE	MEMBER	0.25	Director	$0	$0	$0
CARL HARNESS	MEMBER	0.25	Director	$0	$0	$0
LAURA HURD	MEMBER	0.50	Director	$0	$0	$0
DEVANEY IGLESIAS	MEMBER	0.25	Director	$0	$0	$0
ROB LANE	MEMBER	0.50	Director	$0	$0	$0
MARY LIFLAND	MEMBER	0.25	Director	$0	$0	$0
MELVA MCKAY BASS	MEMBER	0.25	Director	$0	$0	$0
BECKY PICKETT	MEMBER	0.25	Director	$0	$0	$0
THOMAS RAMETTA	MEMBER	0.25	Director	$0	$0	$0
THAIS RODRIGUEZ-CAEZ	MEMBER	0.25	Director	$0	$0	$0
SONJA ROSARIO	MEMBER	0.50	Director	$0	$0	$0
ALEX SINK	MEMBER	0.50	Director	$0	$0	$0
ROBERT THOMPSON	MEMBER	0.25	Director	$0	$0	$0
GERHARD TOTH	MEMBER	0.25	Director	$0	$0	$0
SEAN WILKINSON	MEMBER	0.25	Director	$0	$0	$0
BRUCE BODY	MEMBER (TERM END 12/31/24)	0.25	Director	$0	$0	$0
CHERI CORYEA	MEMBER (TERM END 02/18/25)	0.25	Director	$0	$0	$0
TAMMY DAVIS	MEMBER (TERM END 02/18/25)	0.25	Director	$0	$0	$0
JAMIE EGASTI	MEMBER (TERM END 02/07/25)	0.25	Director	$0	$0	$0
MICHELLE GRIMSLEY	MEMBER (TERM END 12/31/24)	0.25	Director	$0	$0	$0
ASENA MOTT	MEMBER (TERM END 04/02/25)	0.25	Director	$0	$0	$0
CANDY OLSON	MEMBER (TERM END 12/31/24)	0.25	Director	$0	$0	$0
ANTHONY ROLLE	MEMBER (TERM END 09/17/24)	0.25	Director	$0	$0	$0
EMILY SCOTT	MEMBER (TERM END 12/31/24)	0.25	Director	$0	$0	$0
MICHAEL SMITH	MEMBER (TERM END 12/31/24)	0.25	Director	$0	$0	$0
JESSICA MUROFF	CEO	45.00	Officer	$268,013	$42,038	$310,051
KELLY KAVANAUGH	CHIEF FINANCIAL & INVESTMENT OFFICER	45.00	Officer	$166,722	$21,255	$187,977
JENNIFER MCINTOSH	CHIEF TALENT OFFICER	45.00	Highest	$160,318	$18,561	$178,879
MARIA BRONWYN BEIGHTOL	CHIEF IMPACT OFFICER	45.00	Highest	$154,359	$18,036	$172,395
MICHAEL MCCOLLUM	CHIEF PHILANTHROPY OFFICER	45.00	Highest	$151,576	$14,670	$166,246
ERNEST HOOPER	CHIEF COMMUNICATIONS OFFICER	45.00	Highest	$134,888	$18,879	$153,767
GRANT MARTIN	VP, PHILANTHROPY	45.00	Highest	$116,310	$25,044	$141,354

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	$21,725,716	$21,837,082	$51,222,858	$-111,366
2024	$17,275,064	$21,817,175	$52,835,179	$-4,542,111
2023	$16,262,360	$22,232,948	$55,507,110	$-5,970,588
2022	$17,914,764	$21,435,750	$59,673,502	$-3,520,986
2021	$40,544,184	$19,613,572	$69,244,541	$20,930,612
2020	$20,523,792	$19,890,497	$44,526,386	$633,295
2019	$22,871,524	$20,911,261	$40,946,699	$1,960,263
2018	$26,850,927	$22,639,358	$42,203,346	$4,211,569

UNITED WAY SUNCOAST INC