Guadalupe County United Way (EIN 742738713) - 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

1993

Legal Domicile

Principal Officer

Brenda Meza

Phone

8303033263

Tax Period

2025-01-01 to 2025-12-31

Guadalupe County United Way, founded in 1993, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $327K in total revenue in fiscal year 2025. Revenue grew 16% year-over-year, indicating healthy expansion.

Mission

Improve the quality of life throughout Guadalupe County by raising and allocating funds to addres a broad range of health, well-being, and human service needs.

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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 (2025)

Revenue Breakdown

Contributions & Grants $326,692

Program Service Revenue $0

Investment Income $63

Other Revenue $0

TOTAL REVENUE $326,755

Expense Breakdown

Grants Paid $191,412

Salaries & Benefits $62,241

Fundraising Expenses $0

Program Expenses $244,732

Other Expenses $77,807

TOTAL EXPENSES $331,460

Year-over-Year Comparison

	2025	2024	Change
Revenue	$326,755	$282,764	+0.2%
Expenses	$331,460	$410,541	-0.2%
Net Income	$-4,705	$-127,777	-1.0%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Brenda Meza	President	2.00	Officer Director	$0	$0	$0
Lauren McCay	Secretary	2.00	Officer Director	$0	$0	$0
Melissa Sparks	Director	2.00	Director	$0	$0	$0
Robin Walker	Director	2.00	Director	$0	$0	$0
Graham Johnson	Director	2.00	Director	$0	$0	$0
Lisa Moriarty	Director	2.00	Director	$0	$0	$0
Nancy Jahn	Director	2.00	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	$326,755	$331,460	$86,182	$-4,705
2024	No data	No data	No data	No data
2023	$289,651	$355,613	$221,432	$-65,962
2022	$303,644	$313,935	$292,088	$-10,291
2021	$168,412	$366,651	$295,603	$-198,239
2020	$340,312	$363,644	$494,392	$-23,332
2019	$430,347	$329,204	$639,529	$101,143
2018	$367,095	$306,136	$536,925	$60,959

Guadalupe County United Way