RHEA COUNTY UNITED WAY (EIN 621349168) - 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

1988

Legal Domicile

Principal Officer

AMY MCRORIE

Phone

4237755633

Tax Period

2023-01-01 to 2023-12-31

RHEA COUNTY UNITED WAY, founded in 1988, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $236K in total revenue in fiscal year 2023. Revenue decreased 11% compared to the prior year. Expenses of $263K exceeded revenue, resulting in a 12% operating deficit.

Mission

FUNDING SOCIAL SERVICES

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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 (2023)

Revenue Breakdown

Contributions & Grants $221,950

Program Service Revenue $0

Investment Income $13,487

Other Revenue $79

TOTAL REVENUE $235,516

Expense Breakdown

Grants Paid $60,000

Salaries & Benefits $64,620

Fundraising Expenses $54,890

Program Expenses $193,991

Other Expenses $138,244

TOTAL EXPENSES $262,864

Year-over-Year Comparison

	2023	2022	Change
Revenue	$235,516	$264,175	-0.1%
Expenses	$262,864	$243,939	+0.1%
Net Income	$-27,348	$20,236	-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

276

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

$40,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALEX GREEN	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
RANDY WELLS	TREASURER	1.00	Officer Director	$0	$0	$0
JENNIE TROUTMAN	SECRETARY	1.00	Officer Director	$0	$0	$0
DON AUSTIN	MEMBER	1.00	Director	$0	$0	$0
RENEE MILNER	PRESIDENT	1.00	Officer Director	$0	$0	$0
DAWN HUDLOW	DIRECTOR	1.00	Director	$0	$0	$0
HOSS WHITT	DIRECTOR	1.00	Director	$0	$0	$0
JULIE YORK	DIRECTOR	1.00	Director	$0	$0	$0
JOSH MOFFETT	DIRECTOR	1.00	Director	$0	$0	$0
AARON JOHNSON	DIRECTOR	1.00	Director	$0	$0	$0
RICHARD DEARK	DIRECTOR	1.00	Director	$0	$0	$0
KAYLA GREEN	DIRECTOR	1.00	Director	$0	$0	$0
AMY MCRORIE	EXECUTIVE DIRECTOR	40.00	Officer	$40,000	$0	$40,000

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	No data	No data	No data	No data
2023	$235,516	$262,864	$346,884	$-27,348
2022	$264,175	$243,939	$363,306	$20,236
2021	$252,213	$253,073	$424,583	$-860
2020	$202,883	$206,678	$394,128	$-3,795
2019	$208,131	$154,332	$357,272	$53,799
2018	$200,729	$206,675	$305,948	$-5,946

RHEA COUNTY UNITED WAY