UNITED WAY OF SOUTH CENTRAL OKLAHOMA INC (EIN 730674637) - 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

1971

Legal Domicile

Principal Officer

Jerold Phillips

Phone

5802231401

Tax Period

2024-01-01 to 2024-12-31

UNITED WAY OF SOUTH CENTRAL OKLAHOMA INC, founded in 1971, is a community nonprofit that reported $1.9M in total revenue in fiscal year 2024. Revenue surged 38% from the prior year, signaling strong growth momentum. The organization ran a surplus of $731K, a strong 38% operating margin.

Mission

Creating community-based and community-led solutions that strengthen the cornerstones of a better quality of life, education, health, and financial stability.

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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 $1,889,143

Program Service Revenue $0

Investment Income $18,850

Other Revenue $0

TOTAL REVENUE $1,907,993

Expense Breakdown

Grants Paid $938,075

Salaries & Benefits $124,536

Fundraising Expenses $98,402

Program Expenses $972,746

Other Expenses $114,323

TOTAL EXPENSES $1,176,934

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,907,993	$1,382,058	+0.4%
Expenses	$1,176,934	$1,078,838	+0.1%
Net Income	$731,059	$303,220	+1.4%

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

162

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

$74,178

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Bryce Chitwood JULY-DEC	Executive Dir.	40.00	Director	$40,447	$0	$40,447
Daela Echols JAN-APR	Executive Dir.	40.00	Director	$33,731	$0	$33,731
Jerold Phillips	Treasurer	0.10	Officer Director	$0	$0	$0
Richard DeLano	Alloc Chair	0.40	Officer Director	$0	$0	$0
Chris Sandvick	DriveChairElect	0.80	Director	$0	$0	$0
Ann Beard	Director	0.10	Director	$0	$0	$0
Shane Jemison	Director	0.10	Director	$0	$0	$0
Brenna Gaik	President	0.80	Officer Director	$0	$0	$0
Teresa Ervin	Director	0.10	Director	$0	$0	$0
Caleb Lochridge	Director	0.10	Director	$0	$0	$0
Donny Raley	Director	0.10	Director	$0	$0	$0
Alicia Henry	Director	0.10	Director	$0	$0	$0
Marthanna Donald	Director	0.10	Officer Director	$0	$0	$0
Tiffany Rich	Director	0.10	Officer Director	$0	$0	$0
Renee Bryant	Director	0.10	Director	$0	$0	$0
Dianne West	Director	0.10	Director	$0	$0	$0
Jonathan Willis	Director	0.10	Director	$0	$0	$0
Rev David Daniel	Drive Chair	0.10	Director	$0	$0	$0
Kelly Fryer	Vice President	0.10	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
2024	$1,907,993	$1,176,934	$2,875,490	$731,059
2023	$1,382,058	$1,078,838	$2,143,591	$303,220
2022	$1,342,283	$1,151,721	$1,839,910	$190,562
2021	$1,190,981	$1,100,238	$1,649,312	$90,743
2020	$1,100,618	$1,196,052	$1,558,048	$-95,434
2019	$1,212,026	$1,159,003	$1,652,746	$53,023
2018	$1,034,753	$986,879	$1,598,327	$47,874

UNITED WAY OF SOUTH CENTRAL OKLAHOMA INC