UNITED GIVERS FUND OF DEKALB COUNTY (EIN 630859503) - 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

1958

Legal Domicile

Principal Officer

MCELRATH ELIZABETH

Phone

2568454006

Tax Period

2023-01-01 to 2023-12-31

UNITED GIVERS FUND OF DEKALB COUNTY, founded in 1958, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $380K in total revenue in fiscal year 2018. Revenue surged 54% from the prior year, signaling strong growth momentum. The organization ran a surplus of $133K, a strong 35% operating margin.

Mission

UGF SUPPORTS 11 NON-PROFIT ORGANIZATIONS WHICH PROVIDE A WIDE VARIETY OF NEEDED HEALTH AND HUMAN WELFARE SERVICES TO DEKALB COUNTY.

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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 $170,511

Program Service Revenue $0

Investment Income $21,248

Other Revenue $0

TOTAL REVENUE $191,759

Expense Breakdown

Grants Paid $118,479

Salaries & Benefits $25,889

Fundraising Expenses $11,838

Program Expenses $118,479

Other Expenses $44,696

TOTAL EXPENSES $189,064

Year-over-Year Comparison

	2023	2022	Change
Revenue	$191,759	$158,144	+0.2%
Expenses	$189,064	$159,027	+0.2%
Net Income	$2,695	$-883	-4.1%

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

$24,050

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BAIN BRIAN	TREASURER	N/A	Officer Director	$0	$0	$0
BELL JENNIFER NEWSOME	BOARD MEMBER	N/A	Director	$0	$0	$0
BELL SHAUNATHAN	BOARD MEMBER	N/A	Director	$0	$0	$0
BRYAN CARLA	BOARD MEMBER	N/A	Director	$0	$0	$0
BURT KYLE	PAST PRESIDE	N/A	Officer Director	$0	$0	$0
BRYANT ELISHA	VICE PRESIDE	N/A	Director	$0	$0	$0
CHEAK S SPENCER	BOARD MEMBER	N/A	Director	$0	$0	$0
COCHRAN ROBIN	BOARD MEMBER	N/A	Director	$0	$0	$0
EBERHART STEVE	BOARD MEMBER	N/A	Director	$0	$0	$0
FEAZELL DONNA	BOARD MEMBER	N/A	Director	$0	$0	$0
GILLIS TERRY	BOARD MEMBER	N/A	Director	$0	$0	$0
HAIRSTON JESSI	BOARD MEMBER	N/A	Director	$0	$0	$0
HOFFMAN DOUG	PAST PRESIDE	N/A	Officer Director	$0	$0	$0
MALONE MARK	BOARD MEMBER	N/A	Director	$0	$0	$0
O'DELL MIKE	BOARD MEMBER	N/A	Director	$0	$0	$0
PAYTON TRINKA	PRESIDENT	N/A	Officer Director	$0	$0	$0
PHILLIPS JONATHAN	BOARD MEMBER	N/A	Director	$0	$0	$0
REAGAN PHYLLIS	BOARD MEMBER	N/A	Director	$0	$0	$0
SKELTON DR AIMEE	BOARD MEMBER	N/A	Director	$0	$0	$0
SPURGEON AMY	BOARD MEMBER	N/A	Director	$0	$0	$0
TAYLOR JEREMY	BOARD MEMBER	N/A	Director	$0	$0	$0
PHILLIPS CHRISTINE	BOARD MEMBER	N/A	Director	$0	$0	$0
MCELRATH ELIZABETH	EXECUTIVE DI	32.00	Officer	$24,050	$0	$24,050

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	$191,759	$189,064	$397,799	$2,695
2022	$158,144	$159,027	$391,076	$-883
2021	$199,078	$156,768	$390,642	$42,310
2020	$95,342	$155,821	$347,784	$-60,479
2019	$255,984	$179,865	$408,641	$76,119
2018	$380,431	$247,401	$333,048	$133,030

UNITED GIVERS FUND OF DEKALB COUNTY