JACKSON COUNTY UNITED GIVERS FUND (EIN 630517120) - 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

1987

Legal Domicile

Principal Officer

DANIEL COLON

Phone

2566067877

Tax Period

2023-01-01 to 2023-12-31

JACKSON COUNTY UNITED GIVERS FUND, founded in 1987, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $108K in total revenue in fiscal year 2018.

Mission

RAISE FUNDS TO SUPPORT HEALTH & HUMAN SERVICE AGENCIES

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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 $110,265

Program Service Revenue $0

Investment Income $448

Other Revenue $0

TOTAL REVENUE $110,713

Expense Breakdown

Grants Paid $90,810

Salaries & Benefits $9,788

Fundraising Expenses $2,746

Program Expenses $100,687

Other Expenses $6,734

TOTAL EXPENSES $107,332

Year-over-Year Comparison

	2023	2022	Change
Revenue	$110,713	$96,997	+0.1%
Expenses	$107,332	$105,116	+0.0%
Net Income	$3,381	$-8,119	-1.4%

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

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

$8,970

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHARLES HEATH	DIRECTOR	2.00	Director	$0	$0	$0
KAREN SUGGS	DIRECTOR	1.00	Director	$0	$0	$0
MICHELLE VENABLE	DIRECTOR	1.00	Director	$0	$0	$0
RON LEIGHTON	DIRECTOR	1.00	Director	$0	$0	$0
POLLY ROBB	DIRECTOR	1.00	Director	$0	$0	$0
GARY SPEERS	DIRECTOR	1.00	Director	$0	$0	$0
DEBORAH BLEVINS	DIRECTOR	1.00	Director	$0	$0	$0
SHIRLEY KEEL	DIRECTOR	1.00	Director	$0	$0	$0
CATHY MITCHELL	VICE PRESIDENT	1.00	Director	$0	$0	$0
BRENDA POTTS	DIRECTOR	1.00	Director	$0	$0	$0
ELIZABETH MULLINS	DIRECTOR	1.00	Director	$0	$0	$0
JUDI WEAVER	DIRECTOR	1.00	Director	$0	$0	$0
SYLVIA COLEMAN	SECRETARY	1.00	Director	$0	$0	$0
DANIEL COLON	PRESIDENT	1.00	Director	$0	$0	$0
BRENT MILLER	DIRECTOR	1.00	Director	$0	$0	$0
TERESA WILSON	DIRECTOR	1.00	Director	$0	$0	$0
KRISTIE SEABOLT	CO-EXECUTIVE SECRETARY	10.00	Director	$8,970	$0	$8,970
DONNA SANDS	DIRECTOR	1.00	Director	$0	$0	$0
RACHEL COOK	DIRECTOR	1.00	Director	$0	$0	$0
JOURNIE LEA	DIRECTOR	1.00	Director	$0	$0	$0
ROSEMARY TUCKER	DIRECTOR	1.00	Director	$0	$0	$0
SHAWNA WEST	DIRECTOR	1.00	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	No data	No data	No data	No data
2023	$110,713	$107,332	$53,722	$3,381
2022	$96,997	$105,116	$57,147	$-8,119
2021	$91,049	$97,181	$58,365	$-6,132
2020	$117,521	$128,454	$70,803	$-10,933
2019	$118,640	$114,046	$81,486	$4,594
2018	$107,725	$113,867	$76,892	$-6,142

JACKSON COUNTY UNITED GIVERS FUND