UNITED WAY OF THE GOLDEN TRIANGLE REGION (EIN 640567987) - 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

Formation Year

1991

Legal Domicile

Principal Officer

RENEE SANDERS

Phone

6623701922

Tax Period

2023-01-01 to 2023-12-31

UNITED WAY OF THE GOLDEN TRIANGLE REGION, founded in 1991, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.1M in total revenue in fiscal year 2023. Revenue surged 57% from the prior year, signaling strong growth momentum. The organization ran a surplus of $241K, a strong 22% operating margin.

Mission

OUR MISSION IS TO EMPOWER SUSTAINED CHANGES IN EDUCATION, HEALTH, AND FINANCIAL STABILITY OF OUR COMMUNITY.

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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 $1,086,561

Program Service Revenue $0

Investment Income $6,757

Other Revenue $9,606

TOTAL REVENUE $1,102,924

Expense Breakdown

Grants Paid $399,175

Salaries & Benefits $155,367

Fundraising Expenses $205,123

Program Expenses $561,876

Other Expenses $307,085

TOTAL EXPENSES $861,627

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,102,924	$703,296	+0.6%
Expenses	$861,627	$935,542	-0.1%
Net Income	$241,297	$-232,246	-2.0%

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

1050

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

$60,048

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KELLUM HAWK	PAST PRESIDENT	2.00	Officer Director	$0	$0	$0
MARTI KAUFFMAN	PAST PRESIDENT	2.00	Officer Director	$0	$0	$0
JAY FISHER	PRESIDENT	5.00	Officer Director	$0	$0	$0
ANDREW BISHOP	DIRECTOR	1.00	Director	$0	$0	$0
MONTY GILBREATH	PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
JOHN MICHAEL ROLLINS	ALLOCATIONS CHAIR	2.00	Officer Director	$0	$0	$0
KRISTI JONES	SECRETARY	2.00	Officer Director	$0	$0	$0
JASON KING	PERSONNEL CHAIR	2.00	Officer Director	$0	$0	$0
TINA HOLCOMBE FERRELL	DIRECTOR	1.00	Director	$0	$0	$0
STEPHANIE SMITH WOODARD	DIRECTOR	2.00	Officer Director	$0	$0	$0
DR STAN MCCRARY	PAST PRESIDENT	2.00	Officer Director	$0	$0	$0
CARLOS ROSALES	DIRECTOR	1.00	Director	$0	$0	$0
JOEY BARNES	DIRECTOR	1.00	Director	$0	$0	$0
ANGELA RILEY	DIRECTOR	1.00	Director	$0	$0	$0
ELISE WILSON	VICE PRESIDENT - CAMPAIGN CHAIR	2.00	Officer Director	$0	$0	$0
CRYSTAL BRECKENRIDGE	DIRECTOR	1.00	Director	$0	$0	$0
KATHERINE C GRADY	DIRECTOR	1.00	Director	$0	$0	$0
LEROY NICKELS IV	DIRECTOR	1.00	Director	$0	$0	$0
MICHELLE SOBLEY LIVINGSTON	DIRECTOR	1.00	Director	$0	$0	$0
PRISCILLA GARDNER KING	FINANCE CHAIRMAN & TREASURER	1.00	Officer Director	$0	$0	$0
SHAVONNE MONIQUE TERRY	DIRECTOR	1.00	Director	$0	$0	$0
YVETT ROBY	COMMUNICATIONS CHAIR	2.00	Officer Director	$0	$0	$0
LAYFORN PROFICE JR	DIRECTOR	1.00	Director	$0	$0	$0
MELISSA SNEED LOWE	NOMINATIONS CHAIR	2.00	Officer Director	$0	$0	$0
MONTANA MARIE RHODES	DIRECTOR	1.00	Director	$0	$0	$0
JACKSON AKWAOWO	DIRECTOR	1.00	Director	$0	$0	$0
BEN UPTON	DIRECTOR	1.00	Director	$0	$0	$0
JANIE JOHNSON	DIRECTOR	1.00	Director	$0	$0	$0
RENEE SANDERS	EXECUTIVE DIRECTOR	40.00	Officer	$60,048	$0	$60,048

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	$1,102,924	$861,627	$767,081	$241,297
2022	$703,296	$935,542	$541,185	$-232,246
2021	$1,042,384	$818,104	$749,241	$224,280
2020	$902,299	$920,107	$508,868	$-17,808
2019	$957,468	$763,810	$518,746	$193,658
2018	$501,588	$620,545	$317,146	$-118,957

UNITED WAY OF THE GOLDEN TRIANGLE REGION