UNITED WAY OF SOUTHEAST LOUISIANA (EIN 720471369) - 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

1952

Legal Domicile

Principal Officer

MICHAEL WILLIAMSON

Phone

5048225540

Tax Period

2023-07-01 to 2024-06-30

UNITED WAY OF SOUTHEAST LOUISIANA, founded in 1952, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $12.5M in total revenue in fiscal year 2023. Revenue decreased 12% compared to the prior year. Expenses of $15.5M exceeded revenue, resulting in a 24% operating deficit.

Mission

TO ERADICATE POVERTY IN SOUTHEAST LOUISIANA.

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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 (2023)

Revenue Breakdown

Contributions & Grants $11,631,178

Program Service Revenue $69,093

Investment Income $807,321

Other Revenue $-19,652

TOTAL REVENUE $12,487,940

Expense Breakdown

Grants Paid $6,784,375

Salaries & Benefits $5,341,230

Fundraising Expenses $1,455,056

Program Expenses $13,225,212

Other Expenses $3,387,415

TOTAL EXPENSES $15,513,020

Year-over-Year Comparison

	2023	2022	Change
Revenue	$12,487,940	$14,169,308	-0.1%
Expenses	$15,513,020	$16,485,651	-0.1%
Net Income	$-3,025,080	$-2,316,343	+0.3%

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

1132

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

$833,256

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TONY ADAMS	TRUSTEE	4.00	Director	$0	$0	$0
JAMIE ALLEN	TRUSTEE	4.00	Director	$0	$0	$0
DR TOYA BARNES-TEAMER	TRUSTEE	4.00	Director	$0	$0	$0
MATT BRADY	TRUSTEE	4.00	Director	$0	$0	$0
JASON BYRD	TRUSTEE	4.00	Director	$0	$0	$0
ELWOOD CAHILL	TRUSTEE	4.00	Director	$0	$0	$0
LACEY CONWAY	TRUSTEE	4.00	Director	$0	$0	$0
MICHELE DELERY	TRUSTEE	4.00	Director	$0	$0	$0
AYAME DINKLER	AT-LARGE	4.00	Director	$0	$0	$0
MEGHAN DONELON	TRUSTEE	4.00	Director	$0	$0	$0
ELIZABETH ELLISON-FROST	TRUSTEE	4.00	Director	$0	$0	$0
KEN FLOWER	TRUSTEE	4.00	Director	$0	$0	$0
DR ROCHELLE FORD	TRUSTEE	4.00	Director	$0	$0	$0
BEATRICE FORLANO	TRUSTEE	4.00	Director	$0	$0	$0
NORMA GRACE	TRUSTEE	4.00	Director	$0	$0	$0
DR DARVELLE HUTCHINSON	TRUSTEE	4.00	Director	$0	$0	$0
ATIM KAVI	TRUSTEE	4.00	Director	$0	$0	$0
ROBERT KIMBRO	AT-LARGE	4.00	Director	$0	$0	$0
TANDRA LEMAY	AT-LARGE	4.00	Director	$0	$0	$0
GARY LORIO	TRUSTEE (THRU 01/2024)	4.00	Director	$0	$0	$0
CHRIS MASINGILL	TRUSTEE	4.00	Director	$0	$0	$0
PAUL MATTHEWS	TRUSTEE	4.00	Director	$0	$0	$0
SHELLY MAYER	TRUSTEE	4.00	Director	$0	$0	$0
CATHY MCRAE	TRUSTEE	4.00	Director	$0	$0	$0
MICHAEL NEELY	TRUSTEE	4.00	Director	$0	$0	$0
COURTNEY NICHOLSON	TRUSTEE	4.00	Director	$0	$0	$0
TARA RICHARD	TRUSTEE	4.00	Director	$0	$0	$0
TED RUDDOCK	TRUSTEE	4.00	Director	$0	$0	$0
JENNIFER SABALLOS	AT-LARGE	4.00	Director	$0	$0	$0
BRYAN SCOFIELD	TRUSTEE	4.00	Director	$0	$0	$0
ADRIENNE SLACK	TRUSTEE	4.00	Director	$0	$0	$0
MICHAEL TODD	TRUSTEE	4.00	Director	$0	$0	$0
OTIS TUCKER JR	TRUSTEE	4.00	Director	$0	$0	$0
WILL WAINWRIGHT	TRUSTEE	4.00	Director	$0	$0	$0
LINDSEY WANDS	TRUSTEE	4.00	Director	$0	$0	$0
DR TAKEISHA DAVIS	IMMEDIATE PAST CHAIR	4.00	Director	$0	$0	$0
RONNIE SLONE	CHAIR	4.00	Officer Director	$0	$0	$0
RON MCCLAIN	VICE CHAIR	4.00	Officer Director	$0	$0	$0
KAY MILLER	TREASURER	4.00	Officer Director	$0	$0	$0
DERRICK MARTIN	SECRETARY	4.00	Officer Director	$0	$0	$0
MICHAEL WILLIAMSON	PRESIDENT/CEO	37.50	Officer	$313,025	$55,057	$368,082
CHARMAINE CACCIOPPI	EVP/COO	37.50	Officer	$244,251	$30,710	$274,961
DEBRA MODLIN	CHIEF FINANCIAL OFFICER	37.50	Officer	$145,519	$44,694	$190,213
MARY AMBROSE	CHIEF EQUITY & IMPACT OFFICER	37.50	Highest	$152,707	$23,936	$176,643
CHIQUITA LATTIMORE	SR. VP, CI-FINANCIAL CAPABILITY	37.50	Highest	$143,371	$21,455	$164,826
CAROL GSTOHL	CHIEF HUMAN RESOURCE OFFICER	37.50	Highest	$125,451	$20,278	$145,729
MICHELLE PAYNE	CHIEF STRATEGY OFFICER	37.50	Highest	$114,645	$29,428	$144,073
JAMENE DAHMER	SR. VP, STRATEGIC WORKFORCE PARTNERSHIPS	37.50	Highest	$122,454	$20,953	$143,407

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	No data	No data	No data	No data
2024	$12,487,940	$15,513,020	$27,287,308	$-3,025,080
2023	$14,169,308	$16,485,651	$29,408,603	$-2,316,343
2022	$17,838,416	$13,863,439	$29,969,457	$3,974,977
2021	$20,285,891	$12,697,531	$28,095,586	$7,588,360
2020	$14,670,640	$15,089,520	$19,163,069	$-418,880
2019	$10,612,453	$12,120,131	$19,922,318	$-1,507,678

UNITED WAY OF SOUTHEAST LOUISIANA