RIVER REGION UNITED WAY

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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

1953

Legal Domicile

Principal Officer

JANNAH BAILEY

Phone

3342647318

Tax Period

2024-10-01 to 2025-09-30

RIVER REGION UNITED WAY, founded in 1953, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $2.4M in total revenue in fiscal year 2024. Revenue fell 25% from the prior year — a significant decline worth monitoring. Net assets of $8.9M represent 44 months of operating reserves.

Mission

THE MISSION OF THE RIVER REGION UNITED WAY IS TO IMPROVE THE QUALITY OF LIFE IN THE COMMUNITIES IT SERVES BY CREATING LASTING AND SUSTAINABLE CHANGES IN THE COMMUNITY CONDITIONS. IN ITS DAILY OPERATION, RIVER REGION UNITED WAY WILL UNITE VOLUNTEERS, CONTRIBUTORS, AND COMMUNITY ORGANIZATIONS TO ADDRESS THE CAUSES OF ISSUES IDENTIFIED IN REGULARLY CONDUCTED NEEDS ASSESSMENTS.

Program Service Accomplishments

Program 1

Expenses: $1,979,974

THE ORGANIZATION PROVIDES DIRECT SUPPORT TO UNITED WAY AGENCIES, ALLOCATIONS AND GRANTS, AND OTHER PROGRAMS

Program 2

Expenses: $100,000

2-1-1 CONNECTS SOUTH CENTRAL ALABAMA PROGRAM CONNECTS RESIDENTS IN MONTGOMERY, AUTAUGA, BUTLER, COOSA, CRENSHAW, ELMORE, DALLAS, PERRY, MACON, LOWNDES, TALLAPOOSA, WILCOX, BULLOCK, PIKE, AND CRENSHAW COUNTIES THROUGH A STATEWIDE NETWORK OF 24/7 CALL CENTERS, WHICH PROVIDE INFORMATION AND ACCESS TO HEALTH AND HUMAN SERVICES BOTH LOCALLY AND STATEWIDE. THE INFORMATIONAL SERVICES DELIVERED CONNECTS PEOPLE TO PROVIDERS AND DIRECTLY ASSISTS RESIDENTS IN OBTAINING BASIC HUMAN NEEDS, PHYSICAL AND MENTAL HEALTH RESOURCES, EMPLOYMENT SUPPORT, AND AID FOR YOUTH AND FAMILIES AND PERSONS WITH DISABILITIES. THE RIVER REGION UNITED WAY PARTNERS THROUGH FUNDING AND ACTIVE INVOLVEMENT WITH THE PROGRAM BOTH LOCALLY AND STATEWIDE.

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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 $2,311,003

Program Service Revenue $0

Investment Income $104,464

Other Revenue $10,800

TOTAL REVENUE $2,426,267

Expense Breakdown

Grants Paid $1,377,733

Salaries & Benefits $627,593

Fundraising Expenses $223,373

Program Expenses $2,079,974

Other Expenses $602,938

TOTAL EXPENSES $2,608,264

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,426,267	$3,245,338	-0.3%
Expenses	$2,608,264	$2,584,332	+0.0%
Net Income	$-181,997	$661,006	-1.3%

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

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

$319,994

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHRIS CARVER	BOARD CHAIR	0.00	Officer Director	$0	$0	$0
BILL LANCOMB	BOARD MEMBER	0.00	Director	$0	$0	$0
MARK BUNTING	BOARD MEMBER	0.00	Director	$0	$0	$0
DELBERT MADISON	BOARD MEMBER	0.00	Director	$0	$0	$0
BRAD ARMAGOST	BOARD CHAIR-ELECT	0.00	Officer Director	$0	$0	$0
AUSTIN GAINES	TREASURER	0.00	Officer Director	$0	$0	$0
ANITA CARTER	BOARD MEMBER	0.00	Director	$0	$0	$0
MONICA WHITING	BOARD MEMBER	0.00	Director	$0	$0	$0
REGGIE WILLIAMS	BOARD MEMBER	0.00	Director	$0	$0	$0
LARNETTA MONCRIEF HARVEY	BOARD MEMBER	0.00	Director	$0	$0	$0
TANGULA PETTY	BOARD MEMBER	0.00	Director	$0	$0	$0
CASSANDRA CROSBY	BOARD MEMBER	0.00	Director	$0	$0	$0
WILLIAM SCOTT	BOARD MEMBER	0.00	Director	$0	$0	$0
JANNAH BAILEY	PRESIDENT & CEO	40.00	Officer	$109,635	$18,459	$128,094
THERESA FLOYD	COO	40.00	Officer	$78,216	$15,307	$93,523
SUSAN BARNES	CFO	40.00	Officer	$89,510	$8,867	$98,377

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
2025	$2,426,267	$2,608,264	$10,630,625	$-181,997
2024	$3,245,338	$2,584,332	$11,010,269	$661,006
2023	$2,360,259	$1,912,105	$9,899,556	$448,154
2022	$3,933,381	$2,464,171	$9,145,341	$1,469,210
2021	$2,910,803	$2,265,249	$8,104,274	$645,554
2020	$2,815,541	$2,421,868	$7,662,279	$393,673
2019	$3,166,290	$2,819,210	$7,731,778	$347,080
2018	$3,679,156	$2,955,951	$7,561,822	$723,205