UNITED WAY OF NORTH TALLADEGA COUNTY INC (EIN 630388325) - 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

1970

Legal Domicile

Principal Officer

RITA PATTON

Phone

2563627141

Tax Period

2024-01-01 to 2024-12-31

UNITED WAY OF NORTH TALLADEGA COUNTY INC, founded in 1970, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $159K in total revenue in fiscal year 2018.

Mission

THE MISSION OF THE UNITED WAY OF NORTH TALLADEGA COUNTY IS TO ENCOURAGE PUBLIC GIVING FROM INDIVIDUALS, BUSINESSES AND OTHER ORGANIZATIONS IN ORDER TO MAKE CONTRIBUTIONS TO OTHER 501C(3) ORGANIZATIONS LOCATED IN OUR COMMUNITY TO ENHANCE AND IMPROVE THE QUALITY OF LIFE AND WELL-BEING IN THE AREAS OF INCOME, HEALTH AND EDUCATION.

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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 $289,060

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $289,060

Expense Breakdown

Grants Paid $94,333

Salaries & Benefits $40,291

Fundraising Expenses $0

Program Expenses $170,793

Other Expenses $44,771

TOTAL EXPENSES $179,395

Year-over-Year Comparison

	2024	2023	Change
Revenue	$289,060	$203,449	+0.4%
Expenses	$179,395	$160,764	+0.1%
Net Income	$109,665	$42,685	+1.6%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KIMBERLY BLANTON	DIRECTOR	N/A	Director	$0	$0	$0
SCOTT BREWER	DIRECTOR	N/A	Director	$0	$0	$0
GABE CARPENTER	DIRECTOR	N/A	Director	$0	$0	$0
LESLIE CARR	DIRECTOR	N/A	Director	$0	$0	$0
MILLIE CHASTAIN	DIRECTOR	N/A	Director	$0	$0	$0
SALENA P COOK	PAST PRESIDE	N/A	Officer Director	$0	$0	$0
LAUREN DEAL	DIRECTOR	N/A	Director	$0	$0	$0
AVERY EMBRY	TREASURER	N/A	Officer Director	$0	$0	$0
KIM HENDON	VICE PRESIDE	N/A	Officer Director	$0	$0	$0
BRIAN HUTTON	DIRECTOR	N/A	Director	$0	$0	$0
CHAD JOINER	DIRECTOR	N/A	Director	$0	$0	$0
DENESHEA JONES	DIRECTOR	N/A	Director	$0	$0	$0
TAMARA KEITH	SECRETARY	N/A	Officer Director	$0	$0	$0
JUSTIN MINTER	DIRECTOR	N/A	Director	$0	$0	$0
RITA PATTON	PRESIDENT	N/A	Officer Director	$0	$0	$0
CARL PONDER	DIRECTOR	N/A	Director	$0	$0	$0
KRISTI SAYERS	DIRECTOR	N/A	Director	$0	$0	$0
KENDEL SIDES	DIRECTOR	N/A	Director	$0	$0	$0
CHAD THOMAS	TREASURER	N/A	Officer Director	$0	$0	$0
SHAE WILLIAMS	DIRECTOR	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
2024	$289,060	$179,395	$389,312	$109,665
2023	$203,449	$160,764	$279,226	$42,685
2022	$216,503	$116,587	$237,065	$99,916
2021	$179,345	$113,963	$136,532	$65,382
2020	$168,020	$179,642	$76,888	$-11,622
2019	$182,541	$174,899	$83,371	$7,642
2018	$158,580	$173,540	$75,073	$-14,960

UNITED WAY OF NORTH TALLADEGA COUNTY INC