United Way of Norman Inc (EIN 730668684) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1969

Legal Domicile

Principal Officer

Daren Wilson

Phone

4053292025

Tax Period

2024-07-01 to 2025-06-30

United Way of Norman Inc, founded in 1969, is a community nonprofit that reported $1.6M in total revenue in fiscal year 2024. Revenue fell 42% from the prior year — a significant decline worth monitoring.

Mission

To improve lives by mobilizing the caring power of our community.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $1,543,820

Program Service Revenue $0

Investment Income $47,405

Other Revenue $46,424

TOTAL REVENUE $1,637,649

Expense Breakdown

Grants Paid $983,443

Salaries & Benefits $492,886

Fundraising Expenses $155,605

Program Expenses $1,357,707

Other Expenses $201,299

TOTAL EXPENSES $1,677,628

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,637,649	$2,807,033	-0.4%
Expenses	$1,677,628	$2,646,380	-0.4%
Net Income	$-39,979	$160,653	-1.2%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

977

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

$140,024

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Daren Wilson	President/CEO	40.00	Officer	$32,391	$3,547	$35,938
Kathy Holder	Senior Vice President	40.00	Officer	$92,650	$11,436	$104,086
Dana Rieger Past Chair	(as of Jan) / Chairman (July-Dec)	2.00	Officer Director	$0	$0	$0
Belinda Hyppolite Chairman	(as of Jan) / Vice Chair (July-Dec)	2.00	Officer Director	$0	$0	$0
Brandon Hopper Vice Chairman	(as of Jan) / Treasurer (July-Dec)	2.00	Officer Director	$0	$0	$0
Josh Edge Treasurer	(as of Jan) / Board Member (July-Dec)	2.00	Officer Director	$0	$0	$0
Mark Krittenbrink	Campaign Chair (Beg 05/25)	2.00	Director	$0	$0	$0
Autumn McMahon	Campaign Chair (Beg 05/25)	2.00	Director	$0	$0	$0
Patti Truesdell	Council Chair	2.00	Director	$0	$0	$0
Steve McDaniel	Board Member (Beg 01/25)	2.00	Director	$0	$0	$0
Lisa Dionisio	Board Member (Beg 01/25)	2.00	Director	$0	$0	$0
Gina Mitchell	Board Member (Beg 01/25)	2.00	Director	$0	$0	$0
Shaun McGinnis	Board Member	2.00	Director	$0	$0	$0
Chloe Shi Odom	Board Member (Until 12/24)	2.00	Director	$0	$0	$0
Darrel Pyle	Board Member	2.00	Director	$0	$0	$0
Scott Beck	Board Member	2.00	Director	$0	$0	$0
Carla Atkinson	Board Member (Beg 01/25)	2.00	Director	$0	$0	$0
Vernon Hooks	Board Member	2.00	Director	$0	$0	$0
Casey Vinyard	Board Member	2.00	Director	$0	$0	$0
Scott Hofmann	Board Member	2.00	Director	$0	$0	$0
Nina Wadley	Board Member	2.00	Director	$0	$0	$0
Ronda McKown	Board Member	2.00	Director	$0	$0	$0
Vicky Bumgarner	Board Member	2.00	Director	$0	$0	$0
Kimberlee Adams	Board Member	2.00	Director	$0	$0	$0
Justin Yahola	Board Member	2.00	Director	$0	$0	$0
Julie Venables	Board Member	2.00	Director	$0	$0	$0
Elaine Purvis	Board Member	2.00	Director	$0	$0	$0
Robert Bidelman	Board Member	2.00	Director	$0	$0	$0
Tiffany Dixon	Board Member (Until 11/24)	2.00	Director	$0	$0	$0
Gloria Stice	Council Chair (Until 12/24)	2.00	Director	$0	$0	$0
Sean Fuller	Council Chair (Until 12/24)	2.00	Director	$0	$0	$0
Mandy Mumma	Board Member (Until 08/24)	2.00	Director	$0	$0	$0
Jason Casey	Campaign Chair (Until 12/24)	4.00	Director	$0	$0	$0
Gary Cavins	Board Member	2.00	Director	$0	$0	$0
Stacy Reeder	Board Member	2.00	Director	$0	$0	$0
Christa Simmons	Board Member	2.00	Director	$0	$0	$0
Kristi Morgan	Board Member	2.00	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
2025	$1,637,649	$1,677,628	$2,007,657	$-39,979
2024	No data	No data	No data	No data
2023	$2,011,586	$1,803,632	$2,114,548	$207,954
2022	$1,796,107	$1,698,857	$1,957,553	$97,250
2021	$1,893,942	$1,746,355	$1,887,084	$147,587
2020	$2,117,419	$1,841,846	$1,975,473	$275,573
2019	$1,922,081	$1,906,889	$1,821,678	$15,192
2018	$1,778,978	$1,808,652	$1,796,107	$-29,674

United Way of Norman Inc