UNITED WAY OF WACO-MCLENNAN COUNTY (EIN 741189027) - 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

WENDY ELLIS

Phone

2547522753

Tax Period

2023-01-01 to 2023-12-31

UNITED WAY OF WACO-MCLENNAN COUNTY, founded in 1952, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.2M in total revenue in fiscal year 2023. Revenue grew 17% year-over-year, indicating healthy expansion. Expenses of $1.6M exceeded revenue, resulting in a 33% operating deficit.

Mission

UNITED WAY OF WACO-MCLENNAN COUNTY STRENGTHENS THE COMMUNITY BY MOBILIZING RESOURCES TO MEASURABLY IMPROVE LIVES.

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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 $1,188,543

Program Service Revenue $0

Investment Income $7,471

Other Revenue $3,784

TOTAL REVENUE $1,199,798

Expense Breakdown

Grants Paid $1,000,000

Salaries & Benefits $362,079

Fundraising Expenses $137,299

Program Expenses $1,160,971

Other Expenses $228,847

TOTAL EXPENSES $1,590,926

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,199,798	$1,024,879	+0.2%
Expenses	$1,590,926	$1,255,473	+0.3%
Net Income	$-391,128	$-230,594	+0.7%

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

145

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

$135,976

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TAMMY RICHARDS	CHAIR	2.50	Officer Director	$0	$0	$0
J TANNER MOORE	VICE CHAIR/RES DEV CHAIR	2.50	Officer Director	$0	$0	$0
J T CARPENTER	SEC/GOVERNANCE CHAIR	2.50	Officer Director	$0	$0	$0
REAGAN FITZ-GERALD	TREASURER/FINANCE CHAIR	2.50	Officer Director	$0	$0	$0
DR ILIANA NEUMANN	COM IMPACT CHAIR	2.50	Officer Director	$0	$0	$0
MITCHELL HORNER	DIRECTOR	1.00	Director	$0	$0	$0
BETTY BAUER	DIRECTOR	1.00	Director	$0	$0	$0
HECTOR SABIDO	DIRECTOR	1.00	Director	$0	$0	$0
EDWARD LOVE	DIRECTOR	1.00	Director	$0	$0	$0
TAMMIE BOWMAN	DIRECTOR	1.00	Director	$0	$0	$0
KRISTINA CAMPOS-DAVIS	DIRECTOR	1.00	Director	$0	$0	$0
DEIDRA EMERSON	DIRECTOR	1.00	Director	$0	$0	$0
BRANDON GUERRA	DIRECTOR	1.00	Director	$0	$0	$0
TRACY GUILLORY	DIRECTOR	1.00	Director	$0	$0	$0
PAULA SOLANO	DIRECTOR	1.00	Director	$0	$0	$0
ORLANDO RODRIGUEZ	DIRECTOR	1.00	Director	$0	$0	$0
SHANE TURNER	DIRECTOR	1.00	Director	$0	$0	$0
WENDY ELLIS	CEO	40.00	Officer	$123,749	$12,227	$135,976

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	No data	No data	No data	No data
2023	$1,199,798	$1,590,926	$1,520,056	$-391,128
2022	$1,024,879	$1,255,473	$1,279,246	$-230,594
2021	$1,563,457	$801,413	$1,227,039	$762,044
2020	$1,585,594	$1,839,647	$1,035,168	$-254,053
2019	$1,591,512	$2,368,066	$1,449,270	$-776,554
2019	$1,591,512	$2,368,066	$1,449,270	$-776,554
2018	$2,076,740	$1,627,072	$1,598,071	$449,668

UNITED WAY OF WACO-MCLENNAN COUNTY