UNITED WAY OF CORINTH AND ALCORN COUNTY (EIN 640333592) - Form 990 Financial Analysis & Trantor Score

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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

Principal Officer

KELLI HEFNER

Phone

6622868662

Tax Period

2023-01-01 to 2023-12-31

UNITED WAY OF CORINTH AND ALCORN COUNTY is a small nonprofit in the Philanthropy & Grantmaking sector that reported $367K in total revenue in fiscal year 2023. Revenue surged 67% from the prior year, signaling strong growth momentum. The organization ran a surplus of $123K, a strong 33% operating margin.

Mission

TO PROVIDE CHARITABLE AGENCIES WITH FUNDS FOR CHARITABLE PURPOSES

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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 (2023)

Revenue Breakdown

Contributions & Grants $359,229

Program Service Revenue $0

Investment Income $7,400

Other Revenue $0

TOTAL REVENUE $366,629

Expense Breakdown

Grants Paid $144,125

Salaries & Benefits $77,508

Fundraising Expenses $33,119

Program Expenses $153,678

Other Expenses $22,474

TOTAL EXPENSES $244,107

Year-over-Year Comparison

	2023	2022	Change
Revenue	$366,629	$220,005	+0.7%
Expenses	$244,107	$217,603	+0.1%
Net Income	$122,522	$2,402	+50.0%

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

150

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

$72,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KELLI HEFNER	EXECUTIVE DI	40.00	Officer	$72,000	$0	$72,000
CLAYTON STANLEY	PRESIDENT	N/A	Director	$0	$0	$0
GREG KIDDY	VICE PRESIDE	N/A	Director	$0	$0	$0
BETH COSSITT	TREASURER	N/A	Director	$0	$0	$0
WENDY SHINAULT	DIRECTOR	N/A	Director	$0	$0	$0
FRANK DAVIS	DIRECTOR	N/A	Director	$0	$0	$0
BILL YODER	DIRECTOR	N/A	Director	$0	$0	$0
JOHN JAMES	DIRECTOR	N/A	Director	$0	$0	$0
JAY WALKER	DIRECTOR	N/A	Director	$0	$0	$0
MORGAN WILLIAMS	DIRECTOR	N/A	Director	$0	$0	$0
REBECCA SPENCE	DIRECTOR	N/A	Director	$0	$0	$0
CHRISTY HINTON	DIRECTOR	N/A	Director	$0	$0	$0
WILLIE WALKER	DIRECTOR	N/A	Director	$0	$0	$0
DENNIS DILWORTH	DIRECTOR	N/A	Director	$0	$0	$0
JASON GRISHAM	DIRECTOR	N/A	Director	$0	$0	$0
KRIS HARRISON	DIRECTOR	N/A	Director	$0	$0	$0
BRANDON QUINN	DIRECTOR	N/A	Director	$0	$0	$0
ASHLEY BEAUBIEN	DIRECTOR	N/A	Director	$0	$0	$0
JOE WELSH	DIRECTOR	N/A	Director	$0	$0	$0
SANDY MITCHELL	DIRECTOR	N/A	Director	$0	$0	$0
JEANNIE SAULS	DIRECTOR	N/A	Director	$0	$0	$0
JIM HOBSON	DIRECTOR	N/A	Director	$0	$0	$0
KEN LANCASTER	DIRECTOR	N/A	Director	$0	$0	$0
ROGER SIMPSON	DIRECTOR	N/A	Director	$0	$0	$0
LISHA HOPPER	DIRECTOR	N/A	Director	$0	$0	$0
LEE CHILDRESS	DIRECTOR	N/A	Director	$0	$0	$0
REECE TERRY	DIRECTOR	N/A	Director	$0	$0	$0
ELLIS RHETT	DIRECTOR	N/A	Director	$0	$0	$0
VINCE OVERHOLT	DIRECTOR	N/A	Director	$0	$0	$0
TRACI JOHNSON	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	No data	No data	No data	No data
2023	$366,629	$244,107	$615,320	$122,522
2022	$220,005	$215,085	$496,828	$4,920
2022	$220,005	$217,603	$491,828	$2,402
2021	$193,390	$268,862	$487,626	$-75,472
2020	$486,623	$269,913	$563,098	$216,710
2019	$312,680	$341,320	$346,388	$-28,640
2018	$367,845	$371,607	$375,028	$-3,762

UNITED WAY OF CORINTH AND ALCORN COUNTY