UNITED WAY OF ST LUCIE & OKEECHOBEE INC (EIN 596212157) - 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

1962

Legal Domicile

Principal Officer

THOM EPSKY

Phone

7724645300

Tax Period

2024-07-01 to 2025-06-30

UNITED WAY OF ST LUCIE & OKEECHOBEE INC, founded in 1962, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.9M in total revenue in fiscal year 2024. Revenue surged 39% from the prior year, signaling strong growth momentum. Expenses of $1.8M left a modest 6% surplus.

Mission

TO IMPROVE LIVES BY MOBILIZING THE CARING POWER OF OUR COMMUNITY.

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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 $968,258

Program Service Revenue $0

Investment Income $212,699

Other Revenue $697,448

TOTAL REVENUE $1,878,405

Expense Breakdown

Grants Paid $507,696

Salaries & Benefits $726,532

Fundraising Expenses $147,069

Program Expenses $1,573,366

Other Expenses $525,500

TOTAL EXPENSES $1,759,728

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,878,405	$1,353,249	+0.4%
Expenses	$1,759,728	$1,513,260	+0.2%
Net Income	$118,677	$-160,011	-1.7%

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

$116,404

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANEISHA GRAYDON	VICE CHAIR	2.00	Officer Director	$0	$0	$0
KIMBERLY CLARIZIO	TREASURER	2.00	Officer Director	$0	$0	$0
APRIL KING	DIRECTOR	1.00	Director	$0	$0	$0
VANESSA FARNES	DIRECTOR	1.00	Director	$0	$0	$0
AUSTIN ALDERMAN	DIRECTOR	1.00	Director	$0	$0	$0
JEFF EMMELUTH	DIRECTOR	1.00	Director	$0	$0	$0
KEVIN PERRY	DIRECTOR	1.00	Director	$0	$0	$0
MELANIE MEAD	DIRECTOR	1.00	Director	$0	$0	$0
SHELLY THOMAS	PAST CHAIR	2.00	Officer Director	$0	$0	$0
JOY HAWTHORNE	DIRECTOR	1.00	Director	$0	$0	$0
CAMILLE WALLACE ESQ	DIRECTOR	1.00	Director	$0	$0	$0
LORI MATICH	CHAIR	3.00	Officer Director	$0	$0	$0
MARCOS VALLADERES	SECRETARY	2.00	Officer Director	$0	$0	$0
TENNA WILES	DIRECTOR	1.00	Director	$0	$0	$0
GENELLE YOST	DIRECTOR	1.00	Director	$0	$0	$0
THOMAS EPSKY	CEO/PRESIDENT	40.00	Officer	$116,404	$0	$116,404
ESPERANZA MORALES	CHIEF FINANCIAL & OPERATING OFFICER	30.00	Officer	$0	$0	$0

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	$1,878,405	$1,759,728	$3,603,771	$118,677
2024	$1,353,249	$1,513,260	$3,572,269	$-160,011
2023	$1,311,356	$1,475,438	$3,984,390	$-164,082
2021	$1,797,215	$1,289,442	$3,893,404	$507,773
2020	$1,689,877	$1,408,250	$3,221,811	$281,627
2019	$1,692,007	$1,496,973	$3,566,316	$195,034
2018	$2,022,730	$1,842,353	$3,422,856	$180,377

UNITED WAY OF ST LUCIE & OKEECHOBEE INC