UNITED WAY OF MARSHALL COUNTY - AL… - Form 990 Financial Data

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1993

Legal Domicile

Principal Officer

ERICA MARTIN

Phone

2565824700

Tax Period

2025-01-01 to 2025-12-31

UNITED WAY OF MARSHALL COUNTY - ALABAMA INC, founded in 1993, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $904K in total revenue in fiscal year 2025. Revenue grew 19% year-over-year, indicating healthy expansion. Expenses of $790K left a modest 13% surplus.

Mission

OUR MISSION IS TO IMPROVE LIVES BY MOBILIZING PEOPLE TO CARE FOR ONE ANOTHER IN A VOLUNTARY, COMMUNITY-WIDE EFFORT. THIS SHALL BE DONE THROUGH EXPANDING VOLUNTEERISM, FUNDRAISING PROGRAMS, AS WELL AS PLANNING, SUPPORTING, PROVIDING, AND MONITORING SERVICES SENSITIVE TO THE CURRENT AND EMERGING CRITICAL NEEDS OF THE PEOPLE OF MARSHALL COUNTY.

Program Service Accomplishments

Program 1

Expenses: $665,555

UNITED WAY OF MARSHALL COUNTY UTILIZES A VOLUNTEER-DRIVEN PROCESS TO INVEST RESOURCES IN INITIATIVES AND PROGRAMS WHICH MAKE A DIFFERENCE IN HUNDREDS OF WAYS AND THOUSANDS OF LIVES THROUGHOUT THIS...

UNITED WAY OF MARSHALL COUNTY UTILIZES A VOLUNTEER-DRIVEN PROCESS TO INVEST RESOURCES IN INITIATIVES AND PROGRAMS WHICH MAKE A DIFFERENCE IN HUNDREDS OF WAYS AND THOUSANDS OF LIVES THROUGHOUT THIS COUNTY. BY TAPPING THE COMMUNITY'S EXPERTISE AND RESOURCES, WE EFFICIENTLY AND EFFECTIVELY REACH PEOPLE IN IMMEDIATE NEED AND SOLVE PROBLEMS FOR THE LONG TERM. WE TARGET ISSUES AT THE HEART OF A HEALTHY COMMUNITY. OUR EFFORTS FOCUSED ON STRENGTHENING FAMILIES AND COMMUNITY; HELPING KIDS SUCCEED; PROMOTING INDEPENDENCE AND HEALTH AND MEETING BASIC NEEDS, WHICH INCLUDE EDUCATION, INCOME AND HEALTH. UNITED WAY SUPPORTS 20 PROGRAMS AT PARTNER AGENCIES IN MARSHALL COUNTY BY ALLOCATING FUNDS TO VARIOUS PROGRAMS AND AGENCIES THAT MEET CRITICAL NEEDS.

Program 2

TO PROVIDE A ONE-STOP SERVICE TO CALLERS SEEKING INFORMATION ABOUT AND REFERRALS TO HEALTH AND HUMAN SERVICES FOR EVERY DAY NEEDS AND IN TIMES OF CRISIS THROUGH OUR 2-1-1/FIRST CALL FOR HELP CALL...

TO PROVIDE A ONE-STOP SERVICE TO CALLERS SEEKING INFORMATION ABOUT AND REFERRALS TO HEALTH AND HUMAN SERVICES FOR EVERY DAY NEEDS AND IN TIMES OF CRISIS THROUGH OUR 2-1-1/FIRST CALL FOR HELP CALL CENTER.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $754,789

Program Service Revenue $0

Investment Income $51,559

Other Revenue $98,006

TOTAL REVENUE $904,354

Expense Breakdown

Grants Paid $482,010

Salaries & Benefits $166,946

Fundraising Expenses $33,682

Program Expenses $665,555

Other Expenses $141,262

TOTAL EXPENSES $790,218

Year-over-Year Comparison

	2025	2024	Change
Revenue	$904,354	$760,509	+0.2%
Expenses	$790,218	$772,764	+0.0%
Net Income	$114,136	$-12,255	-10.3%

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

560

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
VANN SCOTT	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
JORDAN GLASSCO SMITH	TREASURER	1.00	Officer Director	$0	$0	$0
SARA WATKINS	SECRETARY	1.00	Officer Director	$0	$0	$0
MELISSA MCKEE	PRESIDENT	1.00	Officer Director	$0	$0	$0
DONNEEYSA ADAMS	PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
AMBER SEALEY	DIRECTOR	1.00	Director	$0	$0	$0
LAUREN GRADY RAY	DIRECTOR	1.00	Director	$0	$0	$0
TERRI WADDELL	DIRECTOR	1.00	Director	$0	$0	$0
ANDREA ELROD	DIRECTOR	1.00	Director	$0	$0	$0
STACEY WHITE	DIRECTOR	1.00	Director	$0	$0	$0
TAYLOR BECK	DIRECTOR	1.00	Director	$0	$0	$0
LAURA UPTON	DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER AMOS	DIRECTOR	1.00	Director	$0	$0	$0
STEVE KNOWLES	DIRECTOR	1.00	Director	$0	$0	$0
ADAM CULBERT	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
2025	$904,354	$790,218	$1,098,027	$114,136
2024	$760,509	$772,764	$1,004,691	$-12,255
2023	$767,326	$761,534	$992,594	$5,792
2022	$735,031	$763,128	$1,004,304	$-28,097
2021	$737,064	$705,453	$1,095,409	$31,611
2020	$804,696	$796,812	$1,003,513	$7,884
2019	$711,933	$741,871	$914,632	$-29,938
2018	$725,705	$739,039	$970,603	$-13,334

UNITED WAY OF MARSHALL COUNTY - ALABAMA INC