United Way of Brazoria County (EIN 741362982) - 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

1959

Legal Domicile

Phone

9798499402

Tax Period

2024-07-01 to 2025-06-30

United Way of Brazoria County, founded in 1959, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.6M in total revenue in fiscal year 2024. Revenue fell 25% from the prior year — a significant decline worth monitoring. Expenses of $2.4M exceeded revenue, resulting in a 48% operating deficit.

Mission

To educate, unite and focus our community's resources in order to efficiently address the most critical needs of Brazoria County

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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 $1,442,187

Program Service Revenue $0

Investment Income $66,392

Other Revenue $121,853

TOTAL REVENUE $1,630,432

Expense Breakdown

Grants Paid $1,561,427

Salaries & Benefits $631,482

Fundraising Expenses $141,826

Program Expenses $2,020,256

Other Expenses $226,259

TOTAL EXPENSES $2,419,168

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,630,432	$2,183,429	-0.3%
Expenses	$2,419,168	$2,417,163	+0.0%
Net Income	$-788,736	$-233,734	+2.4%

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

566

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
Pella Branch	Finance Director	45.00		$72,460	$0	$72,460
Zina Carter	Executive Director	50.00		$65,479	$0	$65,479
Kristina Booth	President	2.00	Officer Director	$0	$0	$0
Patrick Stevensen	Treasurer	2.00	Officer Director	$0	$0	$0
Monica Jones	Secretary	2.00	Officer Director	$0	$0	$0
Alison Boudreaux	Vice President	2.00	Officer Director	$0	$0	$0
Matthew Neff	Director	0.50	Director	$0	$0	$0
Shane Pirtle	Director	0.50	Director	$0	$0	$0
Jeff Bilyeu	Director	0.50	Director	$0	$0	$0
Brandy Brown	Director	0.50	Director	$0	$0	$0
Brooke Pennington	Director	0.50	Director	$0	$0	$0
Jennifer Berti	Director	0.50	Director	$0	$0	$0
Barbara George	Director	0.50	Director	$0	$0	$0
Christi McCracken	Director	0.50	Director	$0	$0	$0
Ben Martinez	Director	0.50	Director	$0	$0	$0
Jason Mills	Director	0.50	Director	$0	$0	$0
Stephenie Pharr	Director	0.50	Director	$0	$0	$0
Shane Vandergrifft	Director	0.50	Director	$0	$0	$0
Martin Vela	Director	0.50	Director	$0	$0	$0
Bart Propst	Director	0.50	Director	$0	$0	$0
Heather Barnes	Director	0.50	Director	$0	$0	$0
Mou Sarkar	Director	0.50	Director	$0	$0	$0
Stephanie Loving	Director	0.50	Director	$0	$0	$0
Jessica Follett	Director	0.50	Director	$0	$0	$0
Madison Polston	Director	0.50	Director	$0	$0	$0
Samantha Lancaster	Director	0.50	Director	$0	$0	$0
Nick Lockhart Folkerts	Director	0.50	Director	$0	$0	$0
Jay Crochet	Past President	2.00		$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	$1,630,432	$2,419,168	$1,795,481	$-788,736
2024	$2,183,429	$2,417,163	$2,398,379	$-233,734
2023	$2,272,336	$2,431,003	$2,705,648	$-158,667
2022	$2,586,166	$2,689,022	$2,639,566	$-102,856
2021	$2,885,361	$3,352,563	$2,757,191	$-467,202
2020	$3,912,532	$5,824,703	$3,312,636	$-1,912,171
2019	$5,073,128	$4,572,637	$5,137,461	$500,491

United Way of Brazoria County