UNITED WAY OF WEST ALABAMA INC (EIN 630321464) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1946

Legal Domicile

Principal Officer

JACKIE WUSKA

Phone

2053456640

Tax Period

2024-01-01 to 2024-12-31

UNITED WAY OF WEST ALABAMA INC, founded in 1946, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $3.6M in total revenue in fiscal year 2018. Revenue decreased 12% compared to the prior year.

Mission

UNITED WAY FUNDING & SERVICES

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $5,715,245

Program Service Revenue $0

Investment Income $130,040

Other Revenue $590

TOTAL REVENUE $5,845,875

Expense Breakdown

Grants Paid $3,447,658

Salaries & Benefits $1,407,716

Fundraising Expenses $392,615

Program Expenses $5,175,111

Other Expenses $956,115

TOTAL EXPENSES $5,811,489

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,845,875	$6,391,329	-0.1%
Expenses	$5,811,489	$5,150,531	+0.1%
Net Income	$34,386	$1,240,798	-1.0%

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

800

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

$215,897

Total Directors

$215,897

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BARBARA KUCHARSKI	BOARD MEMBER	0.00	Director	$0	$0	$0
BRENDA RYAN	BOARD MEMBER	0.00	Director	$0	$0	$0
BRIAN GROESCHELL	BOARD MEMBER	0.00	Director	$0	$0	$0
CHELSEA BURROUGHS WINTERS	BOARD MEMBER	0.00	Director	$0	$0	$0
CHRIS GUNTER	BOARD MEMBER	0.00	Director	$0	$0	$0
DAVID COLEMAN	BOARD MEMBER	0.00	Director	$0	$0	$0
DEIDRA K DIAZ	BOARD MEMBER	0.00	Director	$0	$0	$0
ELIZABETH MCGIFFERT	BOARD MEMBER	0.00	Director	$0	$0	$0
ELIZABETH WINTER	BOARD MEMBER	0.00	Director	$0	$0	$0
ERWIN DUDLEY SR	BOARD MEMBER	0.00	Director	$0	$0	$0
HARRISON TAYLOR	BOARD MEMBER	0.00	Director	$0	$0	$0
JACKIE WUSKA	CHIEF EXECUTIVE OFFICER	40.00	Officer Director	$194,297	$21,600	$215,897
JAMES MOWERY	BOARD MEMBER	0.00	Director	$0	$0	$0
JHEOVANNY GOMEZ	BOARD MEMBER	0.00	Director	$0	$0	$0
JOHN ENGLAND JR	BOARD MEMBER	0.00	Director	$0	$0	$0
JUSTICE SMYTH IV	BOARD MEMBER	0.00	Director	$0	$0	$0
KAREN BURKLEW	BOARD MEMBER	0.00	Director	$0	$0	$0
KATRINA KEEFER	BOARD MEMBER	0.00	Director	$0	$0	$0
NORMAN CROW	BOARD MEMBER	0.00	Director	$0	$0	$0
PAM PRUITT	BOARD MEMBER	0.00	Director	$0	$0	$0
SANDRA HALL RAY	BOARD MEMBER	0.00	Director	$0	$0	$0
SHAWN GILLIAM	BOARD MEMBER	0.00	Director	$0	$0	$0
SHELLEY JONES	BOARD MEMBER	0.00	Director	$0	$0	$0
STEPHANIE KEMMER	BOARD MEMBER	0.00	Director	$0	$0	$0
SUSAN BELL	BOARD MEMBER	0.00	Director	$0	$0	$0
WILL HEWSON	BOARD MEMBER	0.00	Director	$0	$0	$0
KELLI GANT	BOARD MEMBER	0.00	Director	$0	$0	$0
BROCK JONES	BOARD MEMBER	0.00	Director	$0	$0	$0
YOLANDA PAGE	BOARD MEMBER	0.00	Director	$0	$0	$0
BRIAN PHILLIPPI	BOARD MEMBER	0.00	Director	$0	$0	$0
JONATHAN KOH	BOARD MEMBER	0.00	Director	$0	$0	$0
MISTY RENFROE	BOARD MEMBER	0.00	Director	$0	$0	$0
ETIENNE LUDWIG	BOARD MEMBER	0.00	Director	$0	$0	$0
CHAD TINDOL	BOARD MEMBER	0.00	Director	$0	$0	$0
CHERYL K FONDREN	PROGRAM EXECUTIVE DIRECTOR	40.00	Highest	$111,463	$2,400	$113,863
MATTHEW WATKINS	DIRECTOR OF FINANCE	40.00	Highest	$101,076	$3,600	$104,676

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	$5,845,875	$5,811,489	$7,861,996	$34,386
2023	$6,391,329	$5,150,531	$7,605,258	$1,240,798
2022	$4,802,234	$4,339,908	$6,330,716	$462,326
2021	$4,321,109	$4,099,500	$6,009,486	$221,609
2020	$4,810,618	$4,235,540	$5,814,204	$575,078
2019	$4,008,084	$4,009,643	$5,280,948	$-1,559
2018	$3,598,529	$3,955,589	$5,122,128	$-357,060

UNITED WAY OF WEST ALABAMA INC