UNITED WAY OF MURRAY-CALLOWAY COUNTY IN (EIN 611092650) - 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

1986

Legal Domicile

Phone

2707530317

Tax Period

2024-01-01 to 2024-12-31

UNITED WAY OF MURRAY-CALLOWAY COUNTY IN, founded in 1986, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $200K in total revenue in fiscal year 2024. Revenue surged 147% from the prior year, signaling strong growth momentum. The organization ran a surplus of $60K, a strong 30% operating margin.

Mission

SOLICIT AND DISTRIBUTE FUNDS TO LOCAL CHARITIES.

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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 $200,386

Program Service Revenue $0

Investment Income $105

Other Revenue $0

TOTAL REVENUE $200,491

Expense Breakdown

Grants Paid $129,122

Salaries & Benefits $0

Fundraising Expenses $5,953

Program Expenses $132,998

Other Expenses $11,200

TOTAL EXPENSES $140,322

Year-over-Year Comparison

	2024	2023	Change
Revenue	$200,491	$81,310	+1.5%
Expenses	$140,322	$81,040	+0.7%
Net Income	$60,169	$270	+221.8%

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

N/A

Volunteers

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PEGGY PITTMAN-MUNKE	BOARD MEMBER	1.00	Director	$0	$0	$0
SG CARTHELL	BOARD MEMBER	1.00	Director	$0	$0	$0
MIKE DAVIS	BOARD MEMBER	1.00	Director	$0	$0	$0
JIM GRAY	Treasurer	1.00	Officer Director	$0	$0	$0
AJ CUNHA	BOARD MEMBER	1.00	Director	$0	$0	$0
HEIDI HORDYK	BOARD MEMBER	1.00	Director	$0	$0	$0
RUTH JAMES-DANIEL	BOARD MEMBER	1.00	Director	$0	$0	$0
PAUL MCCREARY	President	1.00	Officer Director	$0	$0	$0
PAYTON ARANT	BOARD MEMBER	1.00	Director	$0	$0	$0
TIM STARK	BOARD MEMBER	1.00	Director	$0	$0	$0
MARY WRAY	BOARD MEMBER	1.00	Director	$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
2024	$200,491	$140,322	$206,255	$60,169
2023	$81,310	$81,040	$146,086	$270
2022	$193,504	$165,754	$145,816	$27,750
2021	$176,936	$144,460	$118,066	$32,476
2020	$165,529	$140,440	$84,733	$25,089
2020	$169,138	$143,192	$85,590	$25,946
2019	$119,551	$125,187	$63,936	$-5,636
2018	$174,263	$173,322	$69,735	$941

UNITED WAY OF MURRAY-CALLOWAY COUNTY IN