UNITED WAY OF UNION COUNTY INC (EIN 710338355) - 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

1962

Legal Domicile

Principal Officer

ERIC SMITH

Phone

8708624903

Tax Period

2024-01-01 to 2024-12-31

UNITED WAY OF UNION COUNTY INC, founded in 1962, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.4M in total revenue in fiscal year 2018. Expenses of $1.3M left a modest 4% surplus.

Mission

TO PROVIDE SUPPORT FOR RECOGNIZED BENEVOLENT AND CHARITABLE ENTERPRISES AND AGENCIES ENGAGED IN THE RELIEF OF THE POOR AND UNFORTUNATE, AND IN THE GENERAL ADVANCEMENT OF PUBLIC WELFARE, BY COLLECTING AND DISBURSING OF FUNDS FOR THE WORK OF SUCH ENTERPRISES AND AGENCIES.

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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 $1,526,457

Program Service Revenue $0

Investment Income $2,983,656

Other Revenue $0

TOTAL REVENUE $4,510,113

Expense Breakdown

Grants Paid $1,398,900

Salaries & Benefits $159,265

Fundraising Expenses $48,217

Program Expenses $1,457,851

Other Expenses $120,478

TOTAL EXPENSES $1,678,643

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,510,113	$2,039,032	+1.2%
Expenses	$1,678,643	$1,617,284	+0.0%
Net Income	$2,831,470	$421,748	+5.7%

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

$75,068

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KEVIN HAZEN	DIRECTOR	1.00	Director	$0	$0	$0
JEFF WHITE	TREASURER	1.00	Officer Director	$0	$0	$0
ROBYN YARBRO	DIRECTOR	1.00	Director	$0	$0	$0
DON MILLER	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
AMBER STEELE	DIRECTOR	1.00	Director	$0	$0	$0
CATHY EWING	DIRECTOR	1.00	Director	$0	$0	$0
STEVE FOSTER	DIRECTOR	1.00	Director	$0	$0	$0
VANGE SHOUP	PAST PRESIDENT	1.00	Director	$0	$0	$0
CATHERINE MEDLOCK	DIRECTOR	1.00	Director	$0	$0	$0
ERIC SMITH	PRESIDENT	1.00	Officer Director	$0	$0	$0
LAQUITA RAINEY	DIRECTOR	1.00	Director	$0	$0	$0
MELODY MORROW	DIRECTOR	1.00	Director	$0	$0	$0
MELISSA POWELL	DIRECTOR	1.00	Director	$0	$0	$0
CASSANDRA TAVORN	DIRECTOR	1.00	Director	$0	$0	$0
LORI DEWESE	DIRECTOR	1.00	Director	$0	$0	$0
MELISSA DURR	DIRECTOR	1.00	Director	$0	$0	$0
SARAH MCCURDY	DIRECTOR	1.00	Director	$0	$0	$0
TYLER TURNER	SECRETARY/CEO	40.00	Officer	$0	$0	$75,068

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
2024	$4,510,113	$1,678,643	$16,875,313	$2,831,470
2023	$2,039,032	$1,617,284	$15,181,999	$421,748
2022	$1,568,470	$1,459,011	$13,386,734	$109,459
2021	$1,647,704	$1,407,002	$11,418,329	$240,702
2020	$1,318,713	$1,299,049	$8,949,209	$19,664
2019	$1,341,571	$1,332,049	$9,464,390	$9,522
2018	$1,352,744	$1,295,691	$8,105,320	$57,053

UNITED WAY OF UNION COUNTY INC