UNITED WAY OF LAWRENCE COUNTY (EIN 630942852) - 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

1986

Legal Domicile

Principal Officer

JOYCE JEFFREYS

Phone

2569745955

Tax Period

2023-01-01 to 2023-12-31

UNITED WAY OF LAWRENCE COUNTY, founded in 1986, is a micro nonprofit that reported $42K in total revenue in fiscal year 2018. Revenue decreased 18% compared to the prior year. Expenses of $56K exceeded revenue, resulting in a 35% operating deficit.

Mission

TO FUND VARIOUS OTHER NONPROFIT ORGANIZATIONS PRINCIPALLY WITHIN LAWRENCE COUNTY, ALABAMA.

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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 $19,885

Program Service Revenue $0

Investment Income $47

Other Revenue $0

TOTAL REVENUE $19,932

Expense Breakdown

Grants Paid $9,800

Salaries & Benefits $18,214

Fundraising Expenses $0

Program Expenses $9,800

Other Expenses $6,836

TOTAL EXPENSES $34,850

Year-over-Year Comparison

	2023	2022	Change
Revenue	$19,932	$27,553	-0.3%
Expenses	$34,850	$38,772	-0.1%
Net Income	$-14,918	$-11,219	+0.3%

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

Total Directors

$16,920

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
HILLMAN LOCKLAYER	TREASURER	1.00	Officer Director	$0	$0	$0
KATHY THRASHER	EXECUTIVE DIRECTOR	24.00	Director	$16,920	$0	$16,920
JOYCE JEFFREYS	PRESIDENT	1.00	Officer Director	$0	$0	$0
JUDY HENRY	SECRETARY	1.00	Officer Director	$0	$0	$0
DANNA NAMIE	VICE PRESIDENT	1.00	Officer 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
2023	$19,932	$34,850	$17,491	$-14,918
2022	$27,553	$38,772	$32,410	$-11,219
2021	$28,593	$49,089	$43,629	$-20,496
2020	$32,556	$57,230	$64,125	$-24,674
2019	$44,907	$56,873	$88,799	$-11,966
2018	$41,526	$56,222	$100,764	$-14,696

UNITED WAY OF LAWRENCE COUNTY