UNITED WAYS OF TEXAS INC (EIN 741618608) - 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

1969

Legal Domicile

Principal Officer

ROXANNE S S JONES

Phone

5126511149

Tax Period

2023-01-01 to 2023-12-31

UNITED WAYS OF TEXAS INC, founded in 1969, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.3M in total revenue in fiscal year 2023. Revenue surged 20% from the prior year, signaling strong growth momentum. Expenses of $1.5M exceeded revenue, resulting in a 11% operating deficit.

Mission

UNITED WAYS OF TEXAS EXISTS TO STRENGTHEN AND SUPPORT THE WORK AND IMPACT OF LOCAL UNITED WAYS IN TEXAS.

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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 $803,363

Program Service Revenue $522,695

Investment Income $4,706

Other Revenue $0

TOTAL REVENUE $1,330,764

Expense Breakdown

Grants Paid $269,395

Salaries & Benefits $968,509

Fundraising Expenses $42,858

Program Expenses $1,275,965

Other Expenses $244,328

TOTAL EXPENSES $1,482,232

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,330,764	$1,104,843	+0.2%
Expenses	$1,482,232	$1,114,342	+0.3%
Net Income	$-151,468	$-9,499	+14.9%

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

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

$360,698

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KIM LUBEL	CHAIR	1.50	Officer Director	$0	$0	$0
MATT MELNAR	TREASURER	1.50	Officer Director	$0	$0	$0
LAURA VACCARO	SECRETARY	1.50	Officer Director	$0	$0	$0
DR KENYA AYERS-PALMORE	BOARD MEMBER	1.50	Director	$0	$0	$0
SHERRY BERNHOFT	BOARD MEMBER	1.50	Director	$0	$0	$0
JUSTIN CROWE	BOARD MEMBER	1.50	Director	$0	$0	$0
ANNDREA HARRIS	BOARD MEMBER	1.50	Director	$0	$0	$0
JENNA HAVILAND-ALESNA	BOARD MEMBER	1.50	Director	$0	$0	$0
KARI HENNAGIN	BOARD MEMBER	1.50	Director	$0	$0	$0
GARY HENDERSON	BOARD MEMBER	1.50	Director	$0	$0	$0
LEAH KING	BOARD MEMBER	1.50	Director	$0	$0	$0
JUSTIN LONON	BOARD MEMBER	1.50	Director	$0	$0	$0
CHRIS MARTIN	BOARD MEMBER	1.50	Director	$0	$0	$0
MAUREEN MCALLISTER	BOARD MEMBER	1.50	Director	$0	$0	$0
STEPHANIE O'BANION	BOARD MEMBER	1.50	Director	$0	$0	$0
TORRENCE ROBINSON	BOARD MEMBER	1.50	Director	$0	$0	$0
TAYLOR SISSON	BOARD MEMBER	1.50	Director	$0	$0	$0
JUDITH TALAVERA	BOARD MEMBER	1.50	Director	$0	$0	$0
TIFFANY PATTERSON	PRESIDENT/CEO	40.00	Officer	$167,083	$17,111	$184,194
ROXANNE S JONES	VICE PRESIDENT/COO	40.00	Officer	$158,083	$18,421	$176,504
LAUREN RICHARD	FOUNDING PRESIDENT & CEO MENTOR TEXAS	40.00	Highest	$114,792	$7,278	$122,070
KIMBERLEE BROWN	DIRECTOR OF FINANCE & ADMINISTRATION	40.00	Highest	$112,325	$16,430	$128,755

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	$1,330,764	$1,482,232	$1,697,407	$-151,468
2022	$1,104,843	$1,114,342	$1,548,975	$-9,499
2021	$1,541,324	$1,527,717	$1,843,643	$13,607
2020	$1,188,873	$1,128,838	$1,717,008	$60,035
2019	$869,074	$1,180,546	$1,581,171	$-311,472
2018	$1,557,908	$1,107,248	$1,457,252	$450,660

UNITED WAYS OF TEXAS INC