UNITED WAY OF THE OCOEE REGION (EIN 620548418) - 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

1971

Legal Domicile

Principal Officer

STEPHANIE LINKOUS

Phone

4234792020

Tax Period

2024-01-01 to 2024-12-31

UNITED WAY OF THE OCOEE REGION, founded in 1971, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $3.0M in total revenue in fiscal year 2024. Expenses of $3.7M exceeded revenue, resulting in a 23% operating deficit.

Mission

TO BE A COMMUNITY-BASED ORGANIZATION THAT LEADS THE EFFORTS IN INDENTIFYING COMMUNITY NEEDS, FACILITATING COLLABORATION, AND MAXIMIZING RESOURCES TO POSITIVELY IMPACT OUR COMMUNITY AND SURROUNDING AREAS.

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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 $1,727,015

Program Service Revenue $189,508

Investment Income $1,091,521

Other Revenue $7,660

TOTAL REVENUE $3,015,704

Expense Breakdown

Grants Paid $1,770,965

Salaries & Benefits $970,487

Fundraising Expenses $198,957

Program Expenses $3,391,150

Other Expenses $952,913

TOTAL EXPENSES $3,694,365

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,015,704	$2,829,974	+0.1%
Expenses	$3,694,365	$3,696,435	0.0%
Net Income	$-678,661	$-866,461	-0.2%

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

1133

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

$243,747

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MIKE GRIFFIN	DIRECTOR	1.00	Director	$0	$0	$0
BILL MARTIN	TREASURER	1.00	Officer Director	$0	$0	$0
DR RUBI PORTER	SECRETARY	1.00	Officer Director	$0	$0	$0
BRUCE BRADFORD	DIRECTOR	1.00	Director	$0	$0	$0
DR LINDA CASH	DIRECTOR	1.00	Director	$0	$0	$0
NANCY CASSON	DIRECTOR	1.00	Director	$0	$0	$0
BRENDA CHOATE	IMMEDIATE PAST BOARD CHAIR	1.00	Director	$0	$0	$0
KEN DEW	DIRECTOR	1.00	Director	$0	$0	$0
MATT JENNE	DIRECTOR	1.00	Director	$0	$0	$0
CHRIS NEWTON	DIRECTOR	1.00	Director	$0	$0	$0
DR MATTHEW TOLBERT	CHAIR	1.00	Officer Director	$0	$0	$0
ANDY WILLIAMS	DIRECTOR	1.00	Director	$0	$0	$0
ERIKA MOORE	DIRECTOR	1.00	Director	$0	$0	$0
CINDY SLATER	DIRECTOR	1.00	Director	$0	$0	$0
ADAM OSBORNE	DIRECTOR	1.00	Director	$0	$0	$0
STEPHANIE LINKOUS	PRESIDENT	40.00	Officer	$132,001	$13,261	$145,262
TANYA MAZZOLINI	CFO	40.00	Officer	$89,054	$9,431	$98,485

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	$3,015,704	$3,694,365	$32,338,920	$-678,661
2023	$2,829,974	$3,696,435	$31,354,389	$-866,461
2022	$3,221,901	$4,075,054	$29,273,950	$-853,153
2021	$6,391,561	$3,821,512	$36,440,230	$2,570,049
2020	$3,866,069	$3,646,563	$34,609,975	$219,506
2019	$4,241,303	$4,479,522	$32,075,610	$-238,219
2018	$5,340,974	$4,116,652	$28,393,090	$1,224,322

UNITED WAY OF THE OCOEE REGION