UNITED WAY OF ROGERS AND MAYES COUNTIES INC (EIN 731249045) - 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

1985

Legal Domicile

Principal Officer

CATHERINE WOLDRIDGE

Phone

9183431165

Tax Period

2025-01-01 to 2025-03-31

UNITED WAY OF ROGERS AND MAYES COUNTIES INC, founded in 1985, is a small nonprofit that reported $112K in total revenue in fiscal year 2024. Revenue fell 38% from the prior year — a significant decline worth monitoring. Expenses of $404K exceeded revenue, resulting in a 260% operating deficit.

Mission

BENEVOLENCE FUNDING CHARITABLE ORGANIZATIONS

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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 $109,652

Program Service Revenue $1,545

Investment Income $965

Other Revenue $0

TOTAL REVENUE $112,162

Expense Breakdown

Grants Paid $0

Salaries & Benefits $13,456

Fundraising Expenses $0

Program Expenses $325,375

Other Expenses $390,369

TOTAL EXPENSES $403,825

Year-over-Year Comparison

	2024	2023	Change
Revenue	$112,162	$179,507	-0.4%
Expenses	$403,825	$131,902	+2.1%
Net Income	$-291,663	$47,605	-7.1%

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

N/A

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LANCE SWIFT	PRESIDENT	1.00	Officer Director	$0	$0	$0
ALLISON SAARE	PAST PRESIDE	1.00	Officer Director	$0	$0	$0
COURTNEY CASTLE	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
SANDRA SORBER	TREASURER	1.00	Officer Director	$0	$0	$0
BETH MOORE	BOARD MEMBER	1.00	Director	$0	$0	$0
CHRIS WILLIAMS	BOARD MEMBER	1.00	Director	$0	$0	$0
JODY WEBB	BOARD MEMBER	1.00	Director	$0	$0	$0
KELSEY BART	BOARD MEMBER	1.00	Director	$0	$0	$0
SHELLY HAIRE	BOARD MEMBER	1.00	Director	$0	$0	$0
STEVEN ANDERSON	BOARD MEMBER	1.00	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	$112,162	$403,825	No data	$-291,663
2024	$179,507	$131,902	$341,479	$47,605
2023	$255,431	$284,673	$441,284	$-29,242
2022	$270,022	$283,115	$468,335	$-13,093
2021	$234,117	$210,941	$461,199	$23,176
2020	$235,369	$318,416	$494,284	$-83,047
2019	$326,570	$311,737	$577,561	$14,833
2018	$322,636	$302,711	$538,859	$19,925

UNITED WAY OF ROGERS AND MAYES COUNTIES INC