UNITED WAY OF NORTHEAST LOUISIANA INC (EIN 720498515) - 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

1956

Legal Domicile

Principal Officer

KIMBERLY LOWERY

Phone

3182353869

Tax Period

2023-07-01 to 2024-06-30

UNITED WAY OF NORTHEAST LOUISIANA INC, founded in 1956, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $4.2M in total revenue in fiscal year 2023. Revenue decreased 8% compared to the prior year.

Mission

TO HELP PEOPLE AND IMPROVE COMMUNITIES - THE UNITED WAY IS FOCUSED ON CREATING LASTING CHANGE IN COMMUNITY CONDITIONS TO IMPROVE THE LIVES OF PEOPLE THROUGH COMMUNITY INITIATIVES.

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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 $3,154,226

Program Service Revenue $978,273

Investment Income $96,689

Other Revenue $0

TOTAL REVENUE $4,229,188

Expense Breakdown

Grants Paid $1,444,668

Salaries & Benefits $2,041,039

Fundraising Expenses $627,487

Program Expenses $3,208,291

Other Expenses $814,530

TOTAL EXPENSES $4,300,237

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,229,188	$4,616,769	-0.1%
Expenses	$4,300,237	$4,620,151	-0.1%
Net Income	$-71,049	$-3,382	+20.0%

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

935

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

$219,278

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ERNEST GREEN	DIRECTOR	0.00	Director	$0	$0	$0
ELLA NIMMERS	DIRECTOR	0.00	Director	$0	$0	$0
CATHI COX-BONIOL	DIRECTOR	0.00	Director	$0	$0	$0
BRIAN BUSH	DIRECTOR	0.00	Director	$0	$0	$0
MARK KENT ANDERSON	DIRECTOR	0.00	Director	$0	$0	$0
CINDY SHAW	DIRECTOR	0.00	Director	$0	$0	$0
RICK GUILLOT	DIRECTOR	0.00	Director	$0	$0	$0
ALBERTA GREEN	DIRECTOR	0.00	Director	$0	$0	$0
TODD GUICE	DIRECTOR	0.00	Director	$0	$0	$0
MARCUS MASHAW	DIRECTOR	0.00	Director	$0	$0	$0
COURTNEY HORNSBY	DIRECTOR	0.00	Director	$0	$0	$0
BRITTANY MYERS	DIRECTOR/SECRETARY	0.00	Officer Director	$0	$0	$0
PAMELA SAULSBERRY	DIRECTOR	0.00	Director	$0	$0	$0
KEVIN SMITH	DIRECTOR	0.00	Director	$0	$0	$0
JOSH MANDRELL	DIRECTOR	0.00	Director	$0	$0	$0
IKE BYRD	DIRECTOR	0.00	Director	$0	$0	$0
JUANITA WOODS	DIRECTOR	0.00	Director	$0	$0	$0
NATHAN G SMITH	DIRECTOR/TREASURER	0.00	Officer Director	$0	$0	$0
CHRISTINE RAMBO	DIRECTOR	0.00	Director	$0	$0	$0
CORRE STEGALL	DIRECTOR	0.00	Director	$0	$0	$0
DANIEL TAYLOR	DIRECTOR/CHAIR	0.00	Officer Director	$0	$0	$0
VANCE PRICE	DIRECTOR	0.00	Director	$0	$0	$0
KRISTEN SHAMBRO	DIRECTOR	0.00	Director	$0	$0	$0
KELLY HOGAN	DIRECTOR	0.00	Director	$0	$0	$0
ASHLEY WEST	DIRECTOR	0.00	Director	$0	$0	$0
TONI BACON	DIRECTOR	0.00	Director	$0	$0	$0
MARY BARRIOS	DIRECTOR	0.00	Director	$0	$0	$0
SUSHMA KRISHNAMURTHY	DIRECTOR	0.00	Director	$0	$0	$0
KELSEA MCCRARY	DIRECTOR	0.00	Director	$0	$0	$0
SAM MOORE	DIRECTOR	0.00	Director	$0	$0	$0
WENDI NAPOLI	DIRECTOR	0.00	Director	$0	$0	$0
WILLIAM SMART	DIRECTOR	0.00	Director	$0	$0	$0
AMY STEGALL	DIRECTOR	0.00	Director	$0	$0	$0
ADARIAN WILLIAMS	DIRECTOR	0.00	Director	$0	$0	$0
KEVIN CUPPIA	DIRECTOR	0.00	Director	$0	$0	$0
JANET S DURDEN	PRESIDENT	40.00	Officer	$121,643	$14,730	$136,373
KIMBERLY LOWERY	VICE-PRESIDENT	40.00	Officer	$81,068	$1,837	$82,905

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	$4,229,188	$4,300,237	$4,727,653	$-71,049
2023	$4,616,769	$4,620,151	$4,611,975	$-3,382
2022	$4,132,499	$3,712,933	$3,961,896	$419,566
2021	$4,202,470	$4,201,712	$3,759,004	$758
2020	$4,731,619	$4,275,887	$3,969,821	$455,732
2019	$4,590,696	$4,370,609	$3,486,714	$220,087

UNITED WAY OF NORTHEAST LOUISIANA INC