UNITED WAY OF MORGAN COUNTY (EIN 630358762) - 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

1940

Legal Domicile

Principal Officer

KIMBERLY RAY

Phone

2563536643

Tax Period

2023-07-01 to 2024-06-30

UNITED WAY OF MORGAN COUNTY, founded in 1940, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.7M in total revenue in fiscal year 2017. Expenses of $1.5M left a modest 13% surplus.

Mission

FUNDS DISTRIBUTION

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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 (2023)

Revenue Breakdown

Contributions & Grants $1,043,789

Program Service Revenue $7,681

Investment Income $4,161

Other Revenue $17,384

TOTAL REVENUE $1,073,015

Expense Breakdown

Grants Paid $555,101

Salaries & Benefits $300,669

Fundraising Expenses $52,869

Program Expenses $796,390

Other Expenses $108,406

TOTAL EXPENSES $964,176

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,073,015	$1,145,308	-0.1%
Expenses	$964,176	$907,101	+0.1%
Net Income	$108,839	$238,207	-0.5%

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

$84,802

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KATHLEEN ROSS	PRESIDENT /	40.00	Officer	$84,802	$0	$84,802
N/A	BOARD MEMBER	N/A	Director	$0	$0	$0
TOM APSE	CHAIR ELECT	N/A	Director	$0	$0	$0
MIKE BRYANT	BOARD MEMBER	N/A	Director	$0	$0	$0
ANITA CLARKE	BOARD MEMBER	N/A	Director	$0	$0	$0
LEIFJE DIGHTON	BOARD MEMBER	N/A	Director	$0	$0	$0
BRAD EVANS	BOARD MEMBER	N/A	Director	$0	$0	$0
JEFF GILLIAM	BOARD CHAIR	N/A	Officer Director	$0	$0	$0
RENEE GREENHILL	BOARD MEMBER	N/A	Director	$0	$0	$0
LENDON HAGGARD	BOARD MEMBER	N/A	Director	$0	$0	$0
BRENDAN MCCORMICK	BOARD MEMBER	N/A	Director	$0	$0	$0
CLAUDETTE OWENS	BOARD SECRET	N/A	Officer Director	$0	$0	$0
CHLOE PATTERSON	BOARD MEMBER	N/A	Director	$0	$0	$0
BETH RIGONI	BOARD MEMBER	N/A	Director	$0	$0	$0
SABRINA TERRY	BOARD MEMBER	N/A	Director	$0	$0	$0
TRACY THORNTON	BOARD MEMBER	N/A	Director	$0	$0	$0
DARRELL WATES	TREASURER	N/A	Officer Director	$0	$0	$0
BRANDON WATKINS	BOARD MEMBER	N/A	Director	$0	$0	$0
JANELLE WELCH	BOARD MEMBER	N/A	Director	$0	$0	$0
MEAGAN YARBROUGH	BOARD MEMBER	N/A	Director	$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
2025	No data	No data	No data	No data
2024	$1,075,159	$1,008,591	$1,345,945	$66,568
2024	$1,073,015	$964,176	$1,343,576	$108,839
2023	$1,145,308	$907,101	$1,250,295	$238,207
2023	$1,143,079	$884,872	$1,250,295	$258,207
2022	$1,036,512	$1,339,783	$1,624,649	$-303,271
2022	$947,413	$1,286,197	$1,644,648	$-338,784
2021	$1,452,707	$1,833,006	$2,068,121	$-380,299
2021	$1,426,344	$1,761,858	$1,990,735	$-335,514
2020	$1,490,350	$975,648	$1,872,834	$514,702
2019	$1,476,623	$1,719,848	$1,967,127	$-243,225
2018	$1,741,300	$1,511,641	$2,321,180	$229,659

UNITED WAY OF MORGAN COUNTY