UNITED WAY OF SOUTHERN KENTUCKY INC (EIN 610590564) - 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

1956

Legal Domicile

Principal Officer

DEBBIE HILLS

Phone

2708433205

Tax Period

2024-07-01 to 2025-06-30

UNITED WAY OF SOUTHERN KENTUCKY INC, founded in 1956, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $3.2M in total revenue in fiscal year 2024. Revenue grew 13% year-over-year, indicating healthy expansion. Expenses of $2.8M left a modest 12% surplus.

Mission

TO BE THE LEADER IN BRINGING TOGETHER THE RESOURCES TO BUILD A STRONGER, MORE CARING 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 $1,981,307

Program Service Revenue $909,100

Investment Income $183,082

Other Revenue $114,040

TOTAL REVENUE $3,187,529

Expense Breakdown

Grants Paid $1,390,006

Salaries & Benefits $793,955

Fundraising Expenses $159,082

Program Expenses $2,197,059

Other Expenses $616,070

TOTAL EXPENSES $2,800,031

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,187,529	$2,820,854	+0.1%
Expenses	$2,800,031	$2,707,709	+0.0%
Net Income	$387,498	$113,145	+2.4%

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

1285

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

$151,098

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DONNA HARMON	DIRECTOR	1.00	Director	$0	$0	$0
TOMMY ADAMS	DIRECTOR	1.00	Director	$0	$0	$0
STEVE THURMOND	DIRECTOR	1.00	Director	$0	$0	$0
ROB CLAYTON	DIRECTOR	1.00	Director	$0	$0	$0
JON THOMASON	TREASURER	1.00	Officer Director	$0	$0	$0
TODD KANIPE	CHAIR-ELECT	1.00	Officer Director	$0	$0	$0
MILLI MCINTOSH	CHAIRMAN	1.00	Officer Director	$0	$0	$0
TAD PARDUE	DIRECTOR	1.00	Director	$0	$0	$0
ANN PUCKETT	DIRECTOR	1.00	Director	$0	$0	$0
STEVE SINCLAIR	DIRECTOR	1.00	Director	$0	$0	$0
TODD STEWART	DIRECTOR	1.00	Director	$0	$0	$0
TOM FLYNN	DIRECTOR	1.00	Director	$0	$0	$0
ZACH MASSEY	DIRECTOR	1.00	Director	$0	$0	$0
DAVE FORNEY	DIRECTOR	1.00	Director	$0	$0	$0
DARREN WOODRUFF	IMMEDIATE PAST CHAIRMAN	1.00	Officer Director	$0	$0	$0
LEYDA BECKER	DIRECTOR	1.00	Director	$0	$0	$0
SUZANNE OGAWA	DIRECTOR	1.00	Director	$0	$0	$0
MARK GARDNER	DIRECTOR	1.00	Director	$0	$0	$0
JAMES MCCASLIN	DIRECTOR	1.00	Director	$0	$0	$0
SHARON BLEVINS	DIRECTOR	1.00	Director	$0	$0	$0
TERESA HAYES	DIRECTOR	1.00	Director	$0	$0	$0
JULIE MILAM	DIRECTOR	1.00	Director	$0	$0	$0
ABBY THOMAS	DIRECTOR	1.00	Director	$0	$0	$0
LINDSEY SANSON	DIRECTOR	1.00	Director	$0	$0	$0
BRENDA POLLY	DIRECTOR	1.00	Director	$0	$0	$0
AARON SMITH	DIRECTOR	1.00	Director	$0	$0	$0
LANNY WHITE	DIRECTOR	1.00	Director	$0	$0	$0
DEBBIE HILLS	PRESIDENT/CEO	40.00	Officer	$127,574	$23,524	$151,098

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	$3,187,529	$2,800,031	$5,278,890	$387,498
2024	$2,820,854	$2,707,709	$4,963,190	$113,145
2023	$3,372,742	$5,531,242	$6,810,534	$-2,158,500
2022	$6,047,163	$2,878,650	$6,817,020	$3,168,513
2021	$2,394,584	$2,630,148	$4,611,077	$-235,564
2020	$3,029,787	$2,125,175	$4,388,312	$904,612
2019	$2,599,200	$2,116,033	$3,794,310	$483,167
2018	$2,359,645	$1,981,640	$3,344,861	$378,005

UNITED WAY OF SOUTHERN KENTUCKY INC