United Way of the Brazos Valley (EIN 742050241) - 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

1953

Legal Domicile

Phone

9796964483

Tax Period

2024-07-01 to 2025-06-30

United Way of the Brazos Valley, founded in 1953, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.5M in total revenue in fiscal year 2024.

Mission

UWBV is a community service agency that organizes preventative and long-term solutions to community wide issues in education, financial stability and heatlh, and provides assistance to indivdiuals in crisis through its 2-1-1 referral service.

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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 $1,552,712

Program Service Revenue $0

Investment Income $11,882

Other Revenue $-17,394

TOTAL REVENUE $1,547,200

Expense Breakdown

Grants Paid $623,771

Salaries & Benefits $580,772

Fundraising Expenses $122,756

Program Expenses $1,316,038

Other Expenses $320,823

TOTAL EXPENSES $1,525,366

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,547,200	$1,484,073	+0.0%
Expenses	$1,525,366	$1,700,199	-0.1%
Net Income	$21,834	$-216,126	-1.1%

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

200

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

$86,871

Total Directors

$86,871

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Peggi Ondrasek	Past ED	40.00	Officer Director	$86,871	$0	$86,871
Ginger Carrabine	Director	0.00	Director	$0	$0	$0
Harper Cunningham	Ex-Officio	0.00	Director	$0	$0	$0
Riley Thomason	Ex-Officio	0.00	Director	$0	$0	$0
Lizett Hawkins	Current ED	0.00	Officer Director	$0	$0	$0
Jennifer Hobbs	Secretary	0.00	Officer Director	$0	$0	$0
Ryan King	Director	0.00	Director	$0	$0	$0
Jason Weeks	Director	0.00	Director	$0	$0	$0
Korey Wright	Director	0.00	Director	$0	$0	$0
Susan Ballabina	Director	0.00	Director	$0	$0	$0
Ryan Briggs	Director	0.00	Director	$0	$0	$0
Jaime Cavazos	Director	0.00	Director	$0	$0	$0
Melissa Keeling	Director	0.00	Director	$0	$0	$0
Evelyn Mullen	Director	0.00	Director	$0	$0	$0
Martin Hooper	Director	0.00	Director	$0	$0	$0
Mary Teresa Horn	Treasurer	0.00	Officer Director	$0	$0	$0
R Bowen Loftin	Director	0.00	Director	$0	$0	$0
Beatrice Saba	Director	0.00	Director	$0	$0	$0
Kyle Salmon	Ex-Officio	0.00	Director	$0	$0	$0
Sara Mendez	Past Chair	0.00	Officer Director	$0	$0	$0
Razen Thomas	Chairman	0.00	Officer Director	$0	$0	$0
Casey Zimmerman	Director	0.00	Director	$0	$0	$0
Gus Roman	Director	0.00	Director	$0	$0	$0
Max Crawford	Director	0.00	Director	$0	$0	$0
Lucy Ybarra	Director	0.00	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	$1,547,200	$1,525,366	$988,197	$21,834
2024	$1,484,073	$1,700,199	$1,172,690	$-216,126
2023	$1,603,432	$1,594,572	$1,451,166	$8,860
2022	$1,533,665	$1,527,722	$1,162,698	$5,943
2021	$1,647,139	$1,671,562	$1,197,828	$-24,423
2020	$2,394,635	$2,313,722	$1,231,723	$80,913
2019	$1,368,077	$1,523,152	$1,089,149	$-155,075

United Way of the Brazos Valley