UNITED WAY OF OXFORD & LAFAYETTE COUNTY (EIN 640676151) - 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

1970

Legal Domicile

Principal Officer

PREMALATHA BALACHANDRAN

Phone

6622364265

Tax Period

2024-07-01 to 2025-06-30

UNITED WAY OF OXFORD & LAFAYETTE COUNTY, founded in 1970, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $348K in total revenue in fiscal year 2024. Revenue decreased 8% compared to the prior year.

Mission

THE ORGANIZATION'S MISSION IS TO IMPROVE LIVES IN LAFAYETTE COUNTY BY UNITING PEOPLE AND RESOURCES, WITH A FOCUS ON GOOD HEALTH, QUALITY EDUCATION, AND FINANCIAL STABILITY.

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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 (2024)

Revenue Breakdown

Contributions & Grants $250,780

Program Service Revenue $0

Investment Income $10,106

Other Revenue $86,640

TOTAL REVENUE $347,526

Expense Breakdown

Grants Paid $167,800

Salaries & Benefits $92,847

Fundraising Expenses $71,905

Program Expenses $256,850

Other Expenses $96,959

TOTAL EXPENSES $357,606

Year-over-Year Comparison

	2024	2023	Change
Revenue	$347,526	$377,449	-0.1%
Expenses	$357,606	$359,986	0.0%
Net Income	$-10,080	$17,463	-1.6%

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

100

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

$77,330

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KURT BRUMMETT	EXECUTIVE DI	40.00	Officer	$77,330	$0	$77,330
PREMALATHA BALACHANDRAN	PRESIDENT	1.00	Officer Director	$0	$0	$0
DANIEL BARFIELD	VP FOR CAMPA	1.00	Officer Director	$0	$0	$0
MARILYN BARNES	BOARD MEMBER	1.00	Director	$0	$0	$0
QUENTIN BREWER	BOARD MEMBER	1.00	Director	$0	$0	$0
CHASE BUCHANAN	BOARD MEMBER	1.00	Director	$0	$0	$0
JANET DICKENS	TREASURER/VP	1.00	Officer Director	$0	$0	$0
CHRIS DICUS	BOARD MEMBER	1.00	Director	$0	$0	$0
ANGELA DUCOTE	BOARD MEMBER	1.00	Director	$0	$0	$0
GRAY EDMONDSON	BOARD MEMBER	1.00	Director	$0	$0	$0
JAMES HARPER	BOARD MEMBER	1.00	Director	$0	$0	$0
LAUREN HOSELTON	BOARD MEMBER	1.00	Director	$0	$0	$0
BLAIR HULL	BOARD MEMBER	1.00	Director	$0	$0	$0
DANIELLE KING	PRESIDENT-EL	1.00	Officer Director	$0	$0	$0
WILLIAM KNEIP	BOARD MEMBER	1.00	Director	$0	$0	$0
JILL KNOX	BOARD MEMBER	1.00	Director	$0	$0	$0
WEBB LEWIS	BOARD MEMBER	1.00	Director	$0	$0	$0
RHES LOW	BOARD MEMBER	1.00	Director	$0	$0	$0
SUSAN MASSEY	BOARD MEMBER	1.00	Director	$0	$0	$0
DOUG ODOM	VP FOR CAMPA	1.00	Officer Director	$0	$0	$0
MATT PARHAM	BOARD MEMBER	1.00	Director	$0	$0	$0
ANGELA PITTMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
EATHEN RAINEY	BOARD MEMBER	1.00	Director	$0	$0	$0
DIANA RICHARDSON	BOARD MEMBER	1.00	Director	$0	$0	$0
TRACIE RIDDLE	BOARD MEMBER	1.00	Director	$0	$0	$0
PETER ROSS	BOARD MEMBER	1.00	Director	$0	$0	$0
DEBRA SAGE	BOARD MEMBER	1.00	Director	$0	$0	$0
TEASHA SANDERS	BOARD MEMBER	1.00	Director	$0	$0	$0
JENNIFER SAXON	BOARD MEMBER	1.00	Director	$0	$0	$0
SHA' SIMPSON	PAST PRESIDE	1.00	Director	$0	$0	$0
RACHEL SLEDGE	SECRETARY	1.00	Officer Director	$0	$0	$0
ALICE STEIMLE	VP FOR COMMU	1.00	Officer Director	$0	$0	$0
JEFF SUTTON	BOARD MEMBER	1.00	Director	$0	$0	$0
PAM SWAIN	VP FOR COMMU	1.00	Officer Director	$0	$0	$0
JESS TURUC	BOARD MEMBER	1.00	Director	$0	$0	$0
MIKE WEBB	BOARD MEMBER	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	$347,526	$357,606	$422,695	$-10,080
2024	$377,449	$359,986	$454,695	$17,463
2023	$352,774	$370,410	$398,845	$-17,636
2022	$348,684	$354,239	$427,466	$-5,555
2021	$342,342	$341,601	$423,505	$741
2020	$407,435	$353,080	$387,977	$54,355
2019	$384,846	$360,807	$347,413	$24,039
2018	$317,743	$475,251	$412,176	$-157,508

UNITED WAY OF OXFORD & LAFAYETTE COUNTY