UNITED WAY OF FORT SMITH AREA INC (EIN 710329530) - 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

1971

Legal Domicile

Principal Officer

SHEA FOLDVARY

Phone

4797821311

Tax Period

2024-01-01 to 2024-12-31

UNITED WAY OF FORT SMITH AREA INC, founded in 1971, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $2.3M in total revenue in fiscal year 2018. Revenue surged 21% from the prior year, signaling strong growth momentum. Expenses of $2.1M left a modest 9% surplus.

Mission

TO IMPROVE LIVES BY UNITING PEOPLE AND RESOURCES IN OUR SIX COUNTY AREA.

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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 (2024)

Revenue Breakdown

Contributions & Grants $1,650,426

Program Service Revenue $0

Investment Income $884,090

Other Revenue $48,728

TOTAL REVENUE $2,583,244

Expense Breakdown

Grants Paid $1,372,812

Salaries & Benefits $330,438

Fundraising Expenses $163,457

Program Expenses $1,647,421

Other Expenses $424,049

TOTAL EXPENSES $2,127,299

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,583,244	$3,068,746	-0.2%
Expenses	$2,127,299	$2,293,058	-0.1%
Net Income	$455,945	$775,688	-0.4%

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

N/A

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
DENNIS ANDERSON	CHAIR	1.00	Officer Director	$0	$0	$0
MICHAEL BARR	DIRECTOR	1.00	Director	$0	$0	$0
JOHN BRADBURY	DIRECTOR	1.00	Director	$0	$0	$0
ANDY CHANCELLOR	DIRECTOR	1.00	Director	$0	$0	$0
DAVID CRAVENS	DIRECTOR	1.00	Director	$0	$0	$0
AMY FORE	DIRECTOR	1.00	Director	$0	$0	$0
JAMIE HAMMOND	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT HERRERA	SECRETARY	1.00	Officer Director	$0	$0	$0
HEIDI KERTESZ	DIRECTOR	1.00	Director	$0	$0	$0
KIM LINAM	VICE CHAIR	1.00	Officer Director	$0	$0	$0
CHANCE LOCKLEAR	TREASURER	1.00	Officer Director	$0	$0	$0
MATT MARSHALL	DIRECTOR	1.00	Director	$0	$0	$0
JOHNNY MCKUSKER	DIRECTOR	1.00	Director	$0	$0	$0
CHAD MCREYNOLDS	DIRECTOR	1.00	Director	$0	$0	$0
MICHELLE MINGS	DIRECTOR	1.00	Director	$0	$0	$0
DR TERRY MORAWSKI	DIRECTOR	1.00	Director	$0	$0	$0
DALTON PERSON	DIRECTOR	1.00	Director	$0	$0	$0
HEATHER POLK	DIRECTOR	1.00	Director	$0	$0	$0
DR TERISA RILEY	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTOPHER SMITH	DIRECTOR	1.00	Director	$0	$0	$0
BETH SOLOMON	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
2024	$2,583,244	$2,127,299	$13,837,159	$455,945
2023	$2,879,410	$3,343,261	$11,742,744	$-463,851
2023	$3,068,746	$2,293,058	$12,896,652	$775,688
2022	$3,820,393	$3,258,275	$13,565,853	$562,118
2021	$1,872,162	$2,712,327	$12,534,436	$-840,165
2020	$2,052,729	$2,128,751	$12,425,875	$-76,022
2019	$2,302,014	$2,095,629	$11,126,865	$206,385

UNITED WAY OF FORT SMITH AREA INC