UNITED WAY OF BOONE COUNTY INC (EIN 710403077) - 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

1972

Legal Domicile

Principal Officer

DEBBIE STEWART

Phone

8707416555

Tax Period

2023-01-01 to 2023-12-31

UNITED WAY OF BOONE COUNTY INC, founded in 1972, is a small nonprofit that reported $181K in total revenue in fiscal year 2018. Revenue surged 81% from the prior year, signaling strong growth momentum. The organization ran a surplus of $79K, a strong 44% operating margin.

Mission

CONSOLIDATED COUNTY-WIDE EFFORT TO BENEFIT THE VARIOUS ORGANIZATIONS LISTED IN STATEMENT 2.

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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 (2023)

Revenue Breakdown

Contributions & Grants $82,627

Program Service Revenue $0

Investment Income $65

Other Revenue $0

TOTAL REVENUE $82,692

Expense Breakdown

Grants Paid $55,400

Salaries & Benefits $13,990

Fundraising Expenses $176

Program Expenses $55,400

Other Expenses $14,127

TOTAL EXPENSES $83,517

Year-over-Year Comparison

	2023	2022	Change
Revenue	$82,692	$93,884	-0.1%
Expenses	$83,517	$84,939	0.0%
Net Income	$-825	$8,945	-1.1%

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

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

$12,979

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BUSTER BURNS	MEMBER	1.00	Director	$0	$0	$0
MARCIE ESTES	MEMBER	1.00	Director	$0	$0	$0
KAY FULTON	CAMPAIGN CO-CHAIR	1.00	Officer Director	$0	$0	$0
JIM BRISCO	CAMPAIGN CO-CHAIR	1.00	Officer Director	$0	$0	$0
CRIS CRINER	PRESIDENT	1.00	Officer Director	$0	$0	$0
KATHY HICKS	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
TAMMY KEETER	TREASURER	1.00	Officer Director	$0	$0	$0
MINDY BUTLER	MEMBER	1.00	Director	$0	$0	$0
SCOTTY EDMONSON	MEMBER	1.00	Director	$0	$0	$0
KAREN NORTON	SECRETARY	1.00	Officer Director	$0	$0	$0
DEBBIE STEWART	EXECUTIVE DIRECTOR	16.00	Key Emp	$12,979	$0	$12,979
MADI STEWART	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
2024	No data	No data	No data	No data
2023	$82,692	$83,517	$78,409	$-825
2022	$93,884	$84,939	$86,063	$8,945
2021	$73,611	$100,352	$83,767	$-26,741
2020	$149,598	$119,175	$122,239	$30,423
2019	$61,985	$110,531	$100,413	$-48,546
2018	$180,685	$101,826	$139,622	$78,859

UNITED WAY OF BOONE COUNTY INC