United Way of Southwest Louisiana Inc (EIN 720456901) - 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

1954

Legal Domicile

Principal Officer

Denise Durel

Phone

3374331088

Tax Period

2024-07-01 to 2025-06-30

United Way of Southwest Louisiana Inc, founded in 1954, is a community nonprofit that reported $5.1M in total revenue in fiscal year 2024. Revenue fell 20% from the prior year — a significant decline worth monitoring. Expenses of $4.7M left a modest 6% surplus.

Mission

To unite our community by funding programs in the areas of education, income and health. Our goal is to create long-lasting change that prevents problems from happening in the first place. Our community is the 5 parish area of Allen, Beauregard, Calcasieu, Cameron and Jeff Davis.

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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 $3,956,984

Program Service Revenue $573,628

Investment Income $456,217

Other Revenue $65,383

TOTAL REVENUE $5,052,212

Expense Breakdown

Grants Paid $1,875,464

Salaries & Benefits $1,346,244

Fundraising Expenses $604,915

Program Expenses $3,651,968

Other Expenses $1,502,206

TOTAL EXPENSES $4,723,914

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,052,212	$6,326,964	-0.2%
Expenses	$4,723,914	$5,488,401	-0.1%
Net Income	$328,298	$838,563	-0.6%

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

437

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

$341,910

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Denise Durel	PresidentChief Executive Officer	40.00	Officer	$199,116	$34,548	$233,664
Jennifer Dimas	Director of Finance	40.00	Officer	$90,169	$18,077	$108,246
Wendy Aguillard	Director	2.00	Director	$0	$0	$0
Jaine Fruge	Director	2.00	Director	$0	$0	$0
Debra Lastrapes	Director	2.00	Director	$0	$0	$0
Stitch Guillory	Director	2.00	Director	$0	$0	$0
Joanne Sovereign	Director	2.00	Director	$0	$0	$0
Jason Van Metre	Director	2.00	Director	$0	$0	$0
Marcie Michalko	Director	2.00	Director	$0	$0	$0
Tanya Gaudet	Director	2.00	Director	$0	$0	$0
James McGee	Director	2.00	Director	$0	$0	$0
Billy Vincent	Director	2.00	Director	$0	$0	$0
Patricia Prebula	Director	2.00	Director	$0	$0	$0
Paige Clayton	Director	2.00	Director	$0	$0	$0
Tony Guillory	Director	2.00	Director	$0	$0	$0
Shana Scales	Director	2.00	Director	$0	$0	$0
Scot Tyler	Member at Large	2.00	Officer Director	$0	$0	$0
Stephen Dwight	Past Chair	2.00	Officer Director	$0	$0	$0
Missy Amidon	Vice Chair	2.00	Officer Director	$0	$0	$0
Barry Brown	Treasurer	2.00	Officer Director	$0	$0	$0
Jason Martinez	Member at Large	2.00	Officer Director	$0	$0	$0
Marvin Lubin	Member at Large	2.00	Officer Director	$0	$0	$0
Curtis Brescher	Chair	2.00	Officer Director	$0	$0	$0
Nate Keller	Secretary	2.00	Officer Director	$0	$0	$0
Kevin Lacy	Vice Chair	2.00	Officer 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	$5,052,212	$4,723,914	$16,146,849	$328,298
2024	$6,326,964	$5,488,401	$15,843,315	$838,563
2023	$6,416,688	$6,493,672	$15,229,069	$-76,984
2022	$5,615,764	$4,507,051	$15,403,534	$1,108,713
2021	$12,386,583	$5,425,073	$14,367,832	$6,961,510
2020	$5,427,837	$5,081,197	$7,686,343	$346,640
2019	$4,367,578	$4,233,567	$7,152,427	$134,011

United Way of Southwest Louisiana Inc