UNITED WAY OF THE BIG BEND 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

1943

Legal Domicile

Principal Officer

BERNEICE COX

Phone

8504140844

Tax Period

2024-07-01 to 2025-06-30

UNITED WAY OF THE BIG BEND INC, founded in 1943, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $3.4M in total revenue in fiscal year 2024. Revenue decreased 8% compared to the prior year.

Mission

TO RAISE AWARENESS, MOBILIZE RESOURCES AND FIND COLLABORATIVE, TARGETED SOLUTIONS FOR OUR COMMUNITY'S MOST VITAL CONCERNS.

Program Service Accomplishments

Program 1

Expenses: $1,724,046 Revenue: $1,724,046

FUNDS FOR THE AGENCY'S PROGRAMS COME FROM THE CONTRIBUTIONS OF UNITED WAY OF THE BIG BEND (UWBB) SUPPORTERS THROUGH THE ANNUAL FUNDRAISING CAMPAIGN. THE COMMUNITY CAMPAIGN SOLICITS MONETARY SUPPORT FROM THE CORRESPONDING CONSTITUENTS. UWBB SUPPORTED 77 PROGRAMS ACROSS THE BIG BEND AREA LAST YEAR. THE ALLOCATION OF FUNDS IS BASED ON THE DECISION OF THE COMMUNITY INVESTMENT REVIEW TEAMS COMPRISED OF EXPERTS IN FINANCE, PROGRAMS RELATED TO OUR IMPACT AREAS AS WELL AS COMMUNITY VOLUNTEERS KNOWLEDGEABLE ABOUT THEIR COMMUNITIES' NEEDS. PANELS OF VOLUNTEERS AND EXPERTS REVIEW EACH AGENCY'S FINANCES AND PROGRAMS AND OPERATING CAPACITY TO DELIVER PROPOSED SERVICES. AFTER THOROUGH ANALYSIS OF THE REVIEW DATA, THE COMMUNITY INVESTMENT TEAM RECOMMENDS HOW FUNDS ARE ALLOCATED TO EACH AGENCY'S PROGRAM.

Program 2

Expenses: $532,966

21 CCLCTHIS PROGRAM SUPPORTS COMMUNITY LEARNING CENTERS THAT PROVIDE ACADEMIC ENRICHMENT OPPORTUNITIES DURING NON-SCHOOL HOURS FOR CHILDREN, PARTICULARLY STUDENTS WHO ATTEND HIGH-POVERTY AND...

21 CCLCTHIS PROGRAM SUPPORTS COMMUNITY LEARNING CENTERS THAT PROVIDE ACADEMIC ENRICHMENT OPPORTUNITIES DURING NON-SCHOOL HOURS FOR CHILDREN, PARTICULARLY STUDENTS WHO ATTEND HIGH-POVERTY AND LOW-PERFORMING SCHOOLS. THE PROGRAM HELPS STUDENTS MEET STATE AND LOCAL STUDENT STANDARDS IN CORE ACADEMIC SUBJECTS, SUCH AS READING AND MATH; OFFERS STUDENTS A BROAD ARRAY OF ENRICHMENT ACTIVITIES THAT CAN COMPLEMENT THEIR REGULAR ACADEMIC PROGRAMS; AND OFFERS LITERACY AND OTHER EDUCATIONAL SERVICES TO THE FAMILIES OF PARTICIPATING CHILDREN.

Program 3

Expenses: $69,714

UNITED WAY OF THE BIG BEND IS HELPING TO SUPPORT IMPROVED READING AND LITERACY RATES FOR 3RD GRADERS THROUGH OUR READINGPALS PROGRAM. READINGPALS IS A STATEWIDE EARLY LITERACY INITIATIVE MANAGED BY THE CHILDREN'S MOVEMENT AND ADMINISTERED THROUGH UNITED WAYS AND COMMUNITY PARTNERS THROUGHOUT FLORIDA. EACH PROGRAM RECRUITS, TRAINS, AND SUPPORTS VOLUNTEER MENTORS FOR STUDENTS IN PREK THIRD GRADE WHO NEED EXTRA READING SUPPORT. THE SESSIONS ARE SET UP AS GUIDED ONE-TO-ONE SHARED READING SESSIONS. THIS PROGRAM HAS BEEN IN PLACE FOR TWELVE YEARS IN LEON COUNTY.

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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 $3,207,168

Program Service Revenue $0

Investment Income $70,003

Other Revenue $150,112

TOTAL REVENUE $3,427,283

Expense Breakdown

Grants Paid $1,902,305

Salaries & Benefits $737,642

Fundraising Expenses $159,697

Program Expenses $3,033,010

Other Expenses $897,013

TOTAL EXPENSES $3,536,960

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,427,283	$3,713,850	-0.1%
Expenses	$3,536,960	$3,542,505	0.0%
Net Income	$-109,677	$171,345	-1.6%

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

460

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

$254,973

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RHETT BAGWELL	CHAIR OF THE BOARD	2.00	Officer Director	$0	$0	$0
ANGIE SIPPLE	CHAIR OF THE BOARD THRU 07/24	0.50	Officer Director	$0	$0	$0
BETH CORUM	CHAIR-ELECT	0.50	Officer Director	$0	$0	$0
ERIK DAVIS	IMMEDIATE PAST CHAIR	3.50	Officer Director	$0	$0	$0
DANIEL VERMETTE	SECRETARY	0.50	Officer Director	$0	$0	$0
ANDREW GAY	TREASURER	1.00	Officer Director	$0	$0	$0
LISA GARCIA	COMMUNITY IMPACT COMMITTEE CHAIR	3.00	Officer Director	$0	$0	$0
JOHN HARRIS	PHILANTHROPY COMMITTEE CHAIR	0.50	Officer Director	$0	$0	$0
SALLY BRADSHAW	AT-LARGE THRU 09/24	0.50	Director	$0	$0	$0
CHRIS MILLS	AT-LARGE	0.50	Director	$0	$0	$0
TENA PATE	AT-LARGE EXEC COMMITTEE MEMBER	0.50	Director	$0	$0	$0
JIMMY COLE	AT-LARGE	0.50	Director	$0	$0	$0
MARK O'BRYANT	AT-LARGE	0.50	Director	$0	$0	$0
STEPHANIE DERZYPOLSKI	AT-LARGE EXEC COMMITTEE MEMBER	0.50	Director	$0	$0	$0
SUE DICK	AT-LARGE	0.50	Director	$0	$0	$0
DARRICK MCGHEE	AT-LARGE	0.50	Director	$0	$0	$0
MICHELLE MITCHAM	AT-LARGE	0.50	Director	$0	$0	$0
LARRY ROBINSON	AT-LARGE	0.50	Director	$0	$0	$0
JEANNIE GARNER	AT-LARGE	0.50	Director	$0	$0	$0
REESE GOAD	AT-LARGE	0.50	Director	$0	$0	$0
ROCKY HANNA	AT-LARGE	0.50	Director	$0	$0	$0
LYNN HATTER	AT-LARGE	0.50	Director	$0	$0	$0
LYNN JONES	AT-LARGE	0.50	Director	$0	$0	$0
JIM MURDAUGH	AT-LARGE	0.50	Director	$0	$0	$0
VINCE LONG	AT-LARGE	0.50	Director	$0	$0	$0
CHRIS MOSLEY	AT-LARGE	0.50	Director	$0	$0	$0
KIMBERLY PRICE	AT-LARGE	0.50	Director	$0	$0	$0
JARED MILLER	AT-LARGE	0.50	Director	$0	$0	$0
WAYNE MAYO	AT-LARGE	0.50	Director	$0	$0	$0
SHAWN ROBERTS	AT-LARGE	0.50	Director	$0	$0	$0
ROBIN VERNON	AT-LARGE	0.50	Director	$0	$0	$0
CHARLIE WARD	AT-LARGE	0.50	Director	$0	$0	$0
BERNEICE COX	PRESIDENT/CEO	40.00	Officer	$142,245	$12,613	$154,858
CLAY TULLOS	VP-FINANCE & OPERATIONS	40.00	Officer	$92,671	$7,444	$100,115

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	$3,427,283	$3,536,960	$3,446,458	$-109,677
2024	$3,713,850	$3,542,505	$3,477,606	$171,345
2023	$3,365,378	$3,128,623	$3,484,922	$236,755
2022	$3,005,725	$3,064,317	$3,310,893	$-58,592
2021	$3,600,249	$3,233,204	$3,794,370	$367,045
2020	$3,731,794	$3,836,211	$3,345,919	$-104,417
2019	$4,318,779	$3,924,351	$3,978,879	$394,428
2018	$4,260,712	$4,126,303	$3,786,479	$134,409