UNITED WAY OF BEAUMONT & NORTH JEFFERSON COUNTY (EIN 741200117) - 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

1952

Legal Domicile

Principal Officer

KARYN HUSBANDS

Phone

4098354575

Tax Period

2024-07-01 to 2025-06-30

UNITED WAY OF BEAUMONT & NORTH JEFFERSON COUNTY, founded in 1952, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.3M in total revenue in fiscal year 2024. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $1.2M left a modest 6% surplus.

Mission

PROVIDE VISIONARY LEADERSHIP IN UNITING THE COMMUNITY'S RESOURCES OF DONORS, VOLUNTEERS, AND NONPROFIT ORGANIZATIONS TO ADDRESS COMMUNITY NEEDS IN A TRUSTWORTHY AND ACCOUNTABLE WAY

🔒

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 $1,195,368

Program Service Revenue $0

Investment Income $97,146

Other Revenue $1,357

TOTAL REVENUE $1,293,871

Expense Breakdown

Grants Paid $769,480

Salaries & Benefits $278,639

Fundraising Expenses $112,570

Program Expenses $960,920

Other Expenses $171,651

TOTAL EXPENSES $1,219,770

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,293,871	$1,175,272	+0.1%
Expenses	$1,219,770	$1,298,151	-0.1%
Net Income	$74,101	$-122,879	-1.6%

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

516

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
KARYN HUSBANDS	PRESIDENT	45.00	Highest	$115,479	$11,652	$127,131
PAT ANDERSON	TRUSTEE	0.25	Director	$0	$0	$0
JASON APODACA	TRUSTEE	0.25	Director	$0	$0	$0
LAURA AUSTIN	TRUSTEE	0.25	Director	$0	$0	$0
CLAYTON AUTHEMENT	TRUSTEE	0.25	Director	$0	$0	$0
JEFF BEAVER	CHAIR	0.50	Officer Director	$0	$0	$0
RAYMOND BEGNAUD	TRUSTEE	0.50	Director	$0	$0	$0
SHARON BEGNAUD	TRUSTEE	0.25	Director	$0	$0	$0
DEBBIE BRIDGEMAN	TRUSTEE	0.25	Director	$0	$0	$0
KELCI CRAWFORD	TRUSTEE	0.25	Director	$0	$0	$0
TEA DO	TRUSTEE	0.25	Director	$0	$0	$0
ERICA FAUST	TRUSTEE	0.50	Director	$0	$0	$0
SHAWN FIGARI	TRUSTEE	0.25	Director	$0	$0	$0
SHANNON FIGUEROA	TRUSTEE	0.25	Director	$0	$0	$0
RON FLETCHER	TRUSTEE	0.25	Director	$0	$0	$0
SAVANNA GEISENDORFF	TRUSTEE	0.25	Director	$0	$0	$0
BEKAH GUEDRY	TRUSTEE	0.25	Director	$0	$0	$0
PAUL KOESTER	TRUSTEE	0.25	Director	$0	$0	$0
JUDITH LEE	TRUSTEE	0.25	Director	$0	$0	$0
STEVE LYLE	IMMEDIATE PA	0.50	Officer Director	$0	$0	$0
NIC MCLAUGHLIN	VICE CHAIRMA	0.50	Officer Director	$0	$0	$0
KEVIN NECTOUX	TREASURER	0.50	Officer Director	$0	$0	$0
ANA PEREDA	TRUSTEE	0.25	Director	$0	$0	$0
LEE POTTER	TRUSTEE	0.25	Director	$0	$0	$0
LISA PREJEAN	TRUSTEE	0.25	Director	$0	$0	$0
NATALIE RIOS	TRUSTEE	0.50	Officer Director	$0	$0	$0
ROBERT ROOT	TRUSTEE	0.25	Director	$0	$0	$0
ANDREA ROSS	TRUSTEE	0.50	Director	$0	$0	$0
SHANNA SAVAGE	TRUSTEE	0.25	Director	$0	$0	$0
TYLER SCHERRY	TRUSTEE	0.25	Director	$0	$0	$0
DAVE STEPHENS	TRUSTEE	0.25	Director	$0	$0	$0
AMY TARVER	CHAIR ELECT	0.50	Officer Director	$0	$0	$0
PHILLIP TREW	TRUSTEE	0.25	Officer Director	$0	$0	$0
DAYLYN TURNER	TRUSTEE	0.25	Director	$0	$0	$0
JEFF WHEELER	VICE CHAIRMA	0.50	Officer Director	$0	$0	$0
DR JANEAL WHITE	TRUSTEE	0.25	Director	$0	$0	$0
JOSH WILLIAMS	SECRETARY	0.50	Officer Director	$0	$0	$0
BARBARA WILSON	TRUSTEE	0.25	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	$1,293,871	$1,219,770	$6,681,577	$74,101
2024	$1,175,272	$1,298,151	$6,844,974	$-122,879
2023	$1,173,223	$1,237,360	$6,885,798	$-64,137
2022	$1,325,467	$1,366,080	$6,839,694	$-40,613
2021	$1,285,182	$1,587,295	$7,324,221	$-302,113
2020	$2,215,109	$1,918,276	$7,573,178	$296,833
2019	$2,148,407	$2,751,962	$7,268,779	$-603,555
2018	$2,563,319	$2,083,264	$7,927,153	$480,055

UNITED WAY OF BEAUMONT & NORTH JEFFERSON COUNTY