UNITED FUND OF CUMBERLAND COUNTY (EIN 620759793) - 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

1966

Legal Domicile

Phone

9314844082

Tax Period

2024-01-01 to 2024-12-31

UNITED FUND OF CUMBERLAND COUNTY, founded in 1966, is a small nonprofit that reported $520K in total revenue in fiscal year 2024. Revenue grew 15% year-over-year, indicating healthy expansion. Expenses of $459K left a modest 12% surplus.

Mission

RAISE FUNDS/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 $502,526

Program Service Revenue $0

Investment Income $4,585

Other Revenue $12,950

TOTAL REVENUE $520,061

Expense Breakdown

Grants Paid $369,682

Salaries & Benefits $35,796

Fundraising Expenses $13,679

Program Expenses $375,017

Other Expenses $53,745

TOTAL EXPENSES $459,223

Year-over-Year Comparison

	2024	2023	Change
Revenue	$520,061	$451,499	+0.2%
Expenses	$459,223	$436,486	+0.1%
Net Income	$60,838	$15,013	+3.1%

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

N/A

Employees

Volunteers

100

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

$30,782

Total Directors

$30,782

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
HOLLY NEAL	DIRECTOR	27.00	Officer Director	$30,782	$0	$30,782
ALLISON BRENDEL	PRESIDENT	0.00	Officer	$0	$0	$0
JEANENE HOUSTON	CO VICE PRESIDENT	0.00	Officer	$0	$0	$0
PAT WHITTENBURG	CO VICE PRESIDENT	0.00	Officer	$0	$0	$0
KELLIE DODSON	SECRETARY	0.00	Officer	$0	$0	$0
TIFFANY ATKINSON	TREASURER	0.00	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
2024	$520,061	$459,223	$664,479	$60,838
2023	$451,499	$436,486	$603,720	$15,013
2022	$441,416	$424,132	$588,458	$17,284
2021	$503,133	$434,474	$736,310	$68,659
2020	$421,723	$390,267	$670,557	$31,456

UNITED FUND OF CUMBERLAND COUNTY